The Premier Summit for AI, Growth & Data Leaders.

Dakota AI Growth and
Data Summit.

Monday, October 5, 2026 · Dakota Philadelphia Office · Exclusive · 75 Guests

About the Conference

Date

Monday, October 5, 2026

Location

Dakota Philadelphia Office

Format

Exclusive · 75 Guests

The Dakota AI Growth and Data Summit is an exclusive, operator-led gathering for the data, technology, and distribution leaders driving AI adoption and sustainable growth inside the world’s most sophisticated investment firms.

Hear directly from senior practitioners navigating the intersection of AI, data infrastructure, and distribution growth — real deployments, real results, not hypotheticals.

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

Secure Your Spot. Limited to 75 Guests.

General Access

$250

Per Attendee

We charge a minor fee to confirm attendance and eliminate no-shows. The conference is limited to 75 guests — we must ensure full commitment.

Registration Includes

Full access to all expert-led panels and sessions
Structured breaks designed for peer connection
Hosted lunch
Evening cocktails reception
Summit materials and post-event insights

Panel Topics

What’s on the Table.

AI in Distribution Workflows

Growth Strategies for Asset Managers

Modern Data Architectures

Sales Enablement at Scale

Where Data & the Industry Are Headed

Confirmed Speakers

The People in the Room.

Speaker Lineup Coming Soon

We’re finalizing an exceptional group of practitioners for October 5. Speakers are announced on a rolling basis — register now to secure your spot before the lineup is revealed.

Spring 2026 Speakers — For Reference

Apr 2026

Hosein Yeh

PIMCO

Apr 2026

Matthew Gordon

Clark Capital Management Group

Apr 2026

Alejandra Bacon

Apollo Global Management

Apr 2026

Josh Robertson

iCapital

Apr 2026

Michelle Liller

Lazard

Apr 2026

Lindsey Bulger

Nomura

Apr 2026

Joe Stewart

GQG

Apr 2026

Brent Kraeger

Blackstone

Apr 2026

Krista Bowers

Future Standard

Apr 2026

Ken Burd

Principal Asset Management

Apr 2026

Paul Maloney

State Street

Apr 2026

Sean Dougherty

Hartford Funds

Agenda

Monday, October 5, 2026

Dakota Philadelphia Office · Subject to change

October 5, 2026 · Philadelphia

Full Agenda Coming Soon

Session details, panel topics, and timing will be released on a rolling basis as speakers are confirmed.

Past Conference Highlights

From Our Last Gathering.

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

Dakota AI Growth and
Data Summit.

Secure Your Spot. Limited to 75 Guests.

What’s on the Table.

The People in the Room.

Monday, October 5, 2026

Full Agenda Coming Soon

From Our Last Gathering.

Address

Products & Services

Resources

Podcasts

Events

Company

Dakota AI Growth andData Summit.

Secure Your Spot. Limited to 75 Guests.

What’s on the Table.

The People in the Room.

Monday, October 5, 2026

Full Agenda Coming Soon

From Our Last Gathering.

Address

Products & Services

Resources

Podcasts

Events

Company

Dakota AI Growth and
Data Summit.