The Emerging Manager Growth Show

At 200+ episodes and counting, Dakota Live! is a weekly show that shares information and insights to make fundraising easier.

Dakota Live! Call Breakdown


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

What is the Dakota Live! Call?

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.

We Have 2 Calls Which Call Is Right For You?
Maybe Both?


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.


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.

Samples Of Our Past Allocator Interviews

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.

  • McFall-1

    Sam McFall, CFA, CAIA

    Managing Director, Investments

    MILL CREEK (1)
  • Gregory Leonberger-1

    Gregory Leonberger, FSA

    Director of Research
    and Managing Partner

  • Krei-1

    Andrew Krei, CFA

    Co-Chief Investment Officer

    Allocator logo_Crescent Grove
  • Matthew Ruffalo-1

    Matthew Ruffalo, CFA, CFP

    Head of Investment Solutions