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.

Paul Maloney

State Street

Sean Dougherty

Hartford Funds

Jeff Stuek

Green Street

Krista Bono

Future Standard

Jeff Domanski

KKR

Dan Kirschner

VanEck

Billy Genco

L Catterton

Simon Kotzeff

Harbourvest

Rafael Oliveira

TCW

Agenda

Monday, October 5, 2026

Dakota Philadelphia Office · Subject to change

11:30 – 12:00

Arrival

Arrival & Check-in

12:00 – 12:20

Opening

Welcome & Opening Remarks

Where AI-ready distribution stands today, and what it will take to get the rest of the way there.

Gui Costin, Dakota · Pat Tighe, Dakota

12:20 – 1:00

Panel 1

Building Data Infrastructure That Can Actually Support AI

What “AI-ready” data really means, the build vs. buy decision facing distribution teams, and lessons from real distribution operations on what’s working and what isn’t.

Paul Maloney, State Street · Sean Dougherty, Hartford Funds · Jeff Stuek, Green Street

1:00 – 1:20

Break

Networking Debrief

1:20 – 2:00

Panel 2

Beyond the CRM: Making Your Data Work Across the Business

What it actually takes to make sales, data, and distribution teams work off the same information, and practical steps for breaking down silos without a full system overhaul.

Krista Bono, Future Standard · Jeff Domanski, KKR · Dan Kirschner, VanEck

2:00 – 2:20

Break

Networking Debrief

2:20 – 3:00

Panel 3

The Adoption Gap: What’s Actually Working (and What’s Hype) in AI-Driven Distribution

What’s actually driving results in distribution right now versus what’s just getting attention, and what leaders should ask before buying into the next AI tool or trend.

Rafael Oliveira, TCW · Simon Kotzeff, HarbourVest · Billy Genco, L Catterton

3:00 – 3:15

Closing

Being at the Epicenter of Data in Private Markets

Gui Costin, Dakota

3:15 – 4:15

Reception

Networking Reception

Agenda subject to change.

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

Address

Products & Services

Resources

Podcasts

Events

Company