The goal of the Dakota Live! Call is simple. It’s designed to give you the tools you need to meet your goals and raise capital effectively.
Learn about new allocators, fill gaps in your outreach, and stop wasting time researching who to call on.
Dakota Live! is an original, weekly webinar 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
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
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
Chief Investment Officer
President
VP, Institutional Sales
VP, Institutional Sales
VP, Institutional Sales
