Connect With Leading Global Allocators

The Dakota Live! Call brings investment sales people together and connects them with leading global allocators.

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What is the Dakota Live! Call?

The Dakota Live! Call brings investment sales people together and connects them with leading global allocators. Every call is designed to give you the tools you need to meet your goals and raise capital effectively.

Each week, you’ll learn about new allocators, fill gaps in your outreach, and stop wasting time researching who to call on.

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

Register for a Call

Allocators who have joined the Dakota Live! Call

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.

Past Allocators Include

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Lisa Erikson

Senior Researcher

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RJ Smolenski

Director of Management Research

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Nicole Cramer

Senior Researcher

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Jack Ablin

CIO

Which call is right for you?

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The Dakota Live! General Call

The general call allows you to 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.

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The Dakota Live! Alts Call

The Alternatives Call is designed for investment salespeople who market and sell alternative investment strategies. On these calls, we cover Metro Areas and Key Accounts in detail. The Alternatives Call covers the key information you need before calling on someone.

What does a Dakota Live! Call look like?

Every call includes four key components designed to help investment sales professionals raise capital effectively.

01

Interview

An interview with a leading allocator (CIO, Director of Research)

02

Profile

A profile of the institutional investors in a city (Boston, NYC)

03

Deep analysis

A deep analysis of two key accounts

04

Call notes

An overview of call notes, searches, personnel changes, an new RIAs found 

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.

Meet the Dakota Live! team

The Dakota Live! Call is hosted and produced by Dakota’s own Investment Sales team. They’re calling on the same people you are, and sharing those meeting notes live on each call.

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Gui Costin

Founder, CEO

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Dan DiDomenico

President

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Chris O'Grady

Chief Investment Officer

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Andrew O’Shea

Vice President, Institutional Sales

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Tim Dolan

Vice President, Institutional Sales

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Ryan Creighton

Vice President, Institutional Sales

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Start setting meetings
with the right people

Address

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

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