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A monthly show with information and insights to make fundraising easier.

Brought to you by experienced fundraisers, designed for investment sales professionals who want real insight — not theory.

200+

Episodes & Counting

6

Core content segments in every episode

Monthly

Call cadence — never miss a beat

Free

Always free for investment sales pros

Next Live! Call

July 17, 2026

11:00 AM ET · 2:00 PM ET

FEATURED GUEST & TOPIC

Andrew Deck — Vice President and Head of Alternative Investments, LPL Financial

Investment preferences · Platform structure · Key analysts · Current allocations · How they think and invest in 2026

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What to Expect

Insider intelligence from the people actually doing the work.

The Dakota Live! Call gives listeners a look into insider content our sales team is hearing in the field every single day. It's not industry commentary from the sidelines - it's real intelligence from experienced fundraisers actively in the market.

Brought to you by experienced fundraisers themselves, designed for investment sales professionals who want real insight — not theory.

THE CORE PROMISE
01

Exclusive Allocator Interview

A live, candid interview with an active allocator - covering investment preferences, platform details, key analysts, and how they actually think and make decisions.

02

Review of a Major Metro

A structured review of a key city market - who the players are, what they're doing, and how to approach it strategically.

03

Comprehensive Key Account Profile

A deep-dive profile on a significant account - assets, investment mandate, decision-makers, and key context.

04

Sales Team Meeting Notes

Actual notes from Dakota's own sales team - what they heard, what surprised them, and emerging patterns.

05

New Searches

A curated list of active investment searches currently in the market - so you know who's looking right now.

06

Pre & Post Call Notes

Extensive preparation and follow-up for the featured.

The General Call

Live Access To The Allocators you're trying to reach.

The General Call gives you in-depth, live information about investment allocators through direct interview. Unscripted, candid, and built around what you actually need to know before calling on someone.

Investment Preferences & Mandate

Understand exactly what each allocator is looking for - asset classes, return targets, manager criteria, portfolio gaps.

ASSET CLASSES • RETURN TARGETS

Platform Details & Key Analysts

Get the full picture of firm structure, key decision-makers, and which analysts drive the due diligence conversation.

DECISION MAKERS • ANALYSTS

How They Think & Invest

Learn the mental model each allocator uses - so you can position your strategy in the language that resonates.

DECISION FRAMEWORK

Current Needs & Industry Outlook

Hear directly where allocators see the market heading, what's working, and what they're actively searching for.

12-MONTH OUTLOOK

Past Allocator Interviews

Guests from firms of all sizes.

Our guest allocators represent RIAs, banks, insurance companies, family offices, and public institutions.

Sam

Sam McFall

CFA, CAIA

Mill Creek

Managing Director, Investments

MillCreek
Gregory

Gregory Leonberger

FSA

GERBER KAWASAKI

Director of Research & Mgr Partner

gerber
Andrew

Andrew Krei

CFA

CRESCENT GROVE

Co-Chief Investment Officer

MillCreek
Matthew

Matthew Ruffalo

CFA, CFP

CLARFELD

Head of Investment Solutions

ClearFeld

WHAT YOU’LL LEARN IN EACH INTERVIEW

Walk into every call completely prepared.

Each allocator's current investment needs and portfolio gaps

The specific strategies, vintages, and exposures each allocator is actively trying to fill - so you know if your strategy fits before you ever pick up the phone.

Key analysts and who actually drives the due diligence conversation

The CIO is rarely the person who reads your deck first. We surface the analysts who do — and what they actually look for in a manager.

Platform details — AUM, team structure, decision-making process

Headcount, reporting lines, investment committee structure, and where investment authority actually sits. The org chart that determines who you need to convince.

Outlook on the industry and where they see opportunity in the next 12 months

Where allocators see the market heading. What’s working in their portfolio. What they’re actively searching for in the year ahead.

INSIDER INTELLIGENCE STARTS HERE

Register for the next Dakota Live! Call.

— monthly, free, investment sales professionals only.

Register Now

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925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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