At 200+ episodes and counting, Dakota Live! is a monthly show that shares information and insights to make fundraising easier.
Exclusive allocator interview
Review of a major metro
Comprehensive profile of a key account
Our Dakota sales team’s meeting notes
New Searches
Extensive pre and post call notes
Brought to you by experienced fundraisers themselves, designed for investment sales professionals.
The Dakota Live! Call gives listeners a look into insider content that our sales team is hearing in the industry.
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.
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.
Sam McFall, CFA, CAIA
Managing Director, Investments
.png?width=227&height=31&name=MILL%20CREEK%20(1).png){kind=small}
Gregory Leonberger, FSA
Director of Research
and Managing Partner
Andrew Krei, CFA
Co-Chief Investment Officer
Matthew Ruffalo, CFA, CFP
Head of Investment Solutions
