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

Claire Yankell

KKR

Sean Dougherty

Hartford Funds

Jeff Stuek

Green Street

Hosein Yeh

PIMCO

More speakers to be announced on a rolling basis.

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.