dakotaSummit

The premier summit for data and technology leaders
modernizing investment firms.

About the conference

Exclusive Access: Monday, April 20th
Location: Dakota Philly Office

The Dakota Data Summit Spring 2026 is an exclusive, operator-led gathering for the data, engineering, and technology leaders modernizing infrastructure inside the world’s most sophisticated investment firms.

Hear directly from senior practitioners shaping modern data architectures, interoperability strategies, AI-enabled workflows, and governance frameworks at institutional scale.

Designed for high-value peer connection, the Summit features expert-led panels, extensive networking, a hosted lunch, and an evening cocktail reception.

REgister Now

General Access

$250

PER ATTENDEE

We are charging a minor fee to attend this conference in order to confirm attendance and eliminate no shows. The conference is incredibly exclusive and limited to 75 guests so we must ensure people fully commit.

Registration Includes

Full access to all expert-led panels and sessions

Structured breaks designed for peer connection

Evening cocktails reception

Summit materials and post-event insights

Panel topics will include:

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Modern Data Architectures

APIs, MCPs & System Interoperability

AI in Institutional Data Teams

Governance, Security & Compliance

What’s Changing and Where the Industry Is Headed

CONFIRMED SPEAKERS

  • Hosein Yeh

    Pimco

    Senior Vice
    President

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  • Matthew Gordon

    Clark Capital Management

    EVP, Chief Technology Officer

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  • Mitesh Parekh

    Starwood Capital

    Manager, CRM and Sales Enablement

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  • Alejandra Bacon

    Apollo

    Head of Sales Enablement & Data

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  • Joe Stewart

    GQG Partners

    Sr. Director, Distribution Enablement & Analytics

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  • Lindsey Bulger

    Nomura Asset Management International

    Head of Sales Enablement

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  • Aileen McBride

    Future Standard

    Senior Associate, Sales Strategy and Analytics

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  • Brent Kraeger

    Blackstone Private Wealth

    Managing Director

    blackstone
  • Cameron Afkhami

    Ares Management

    Principal, Wealth Management Solutions

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  • Michelle Liller

    Lazard

    Key Accounts Manager

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  • Sean Dougherty

    Hartford Funds

    COO - Distribution

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  • Paul Maloney

    State Street Global Advisors

    Managing Director, Head of Markets Intelligence & Strategic Insights

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More speaker announcements coming soon.

Agenda

Please note: Agenda is subject to Change

Coming Soon

PAST CONFERENCE Highlights

A look back at Dakota’s leadership gatherings—bringing together the most influential voices in institutional finance, technology, and data innovation.

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