Dakota Live! Call

A Live Event Connecting Investment Salespeople With Leading Allocators

Stop wasting time on stale institutional investor lists. Register for a Dakota Live! Call to see exactly how we create content on allocators, and ensure you always know who to call.

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Dealing with traditional institutional investor lists is frustrating

Databases are often incomplete, inaccurate, and difficult to use, which makes getting meetings with allocators impossible.

You deserve an institutional investor database that connects you with the right allocators, not one that wastes your time on dead ends.

But don’t just take our word for it — join a Dakota Live! Call and see the quality of data for yourself.

Register for a Call

Live interview insights you can't get from a demo

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Access In-Depth Information

Learn each allocator’s current needs, the details of their platform, key analysts, and their outlook on the industry.

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Exclusive Industry Insights

Stay up to date on industry trends from the people who are out there living it every day, and leave every call with a fresh perspective.

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A Complete Overview a Major Metro Area

Each week, we'll provide insights on the firms you need to know about in a major city, making your travel planning easier than ever.

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

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

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Call notes

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

Two call options to fit your needs

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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.

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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Tim Dolan

Vice President, Institutional Sales

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Andrew O’Shea

Vice President, Institutional Sales

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Ryan Creighton

Vice President, Institutional Sales

Insights from our investment experts

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Choosing the Right Institutional Investor Database: 4 Key Considerations

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Institutional Investor Databases: What Do They Cost?

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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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