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.