The Dakota Live! Call

Weekly insights on how to access key platforms and pools of capital across the U.S.

What does a Dakota Live! Call look like?

The goal of the Dakota Live! Call is simple. It’s designed to give you the tools you need to connect with allocators and set meetings with the people who invest in your strategy.

Each week you'll learn about new allocators to fill gaps in your outreach, so that you can stop wasting time researching who to call on.

Dakota Live! is an original, weekly event hosted by the investment sales team at Dakota, a team that has raised over $35 billion since 2006.



An interview with a Chief Investment Officer

A profile of all the institutional investors in a metro area

A profile of two Key Accounts (Consultant/Bank/BD)

An overview of what we've learned from our week in sales

Allocators who have joined the Dakota Live! Call

Access in-depth information about investment allocators through a live interview. These interviews highlight investment preferences, profiles, and how each allocator thinks and invests — everything you need to know before calling on someone.

Our guest allocators represent firms of all sizes, and have included speakers from RIAs, banks, and insurance companies.

During each interview, you’ll learn each allocator’s current needs, the details of their platform, key analysts, and their outlook on the industry.

Jack Albin, CIO

Cresset Wealth Advisers

Samantha Grant, Director of Long-only Research

Marquette Associates

RJ Smolenski, Director of Management Research

Pitcairn Trust

Nicole Cramer, Senior Researcher

Mercer Investment Consulting

Meet the hosts of Dakota Live!: Dakota's Investment Sales Team

The Dakota Live! Call is hosted and produced by Dakota’s Investment Sales team, a team that has raised over $35 billion since 2006.

Learn More About Dakota Investments

Chris O'Grady

Chief Investment Officer


Dan DiDomenico



Andrew O'Shea

VP, Institutional Sales

TIM DOLAN-Full Color

Tim Dolan

VP, Institutional Sales


Ryan Creighton

VP, Institutional Sales


Gui Costin

Founder, CEO

Start fundraising more efficiently

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