At 200+ episodes and counting, Dakota Live! is a weekly show that shares information and insights to make fundraising easier.
Allocator Interview (ex. a CIO)
Profile of a Metro Area
Profile of a Key Account
(ex. J.P. Morgan)
Dakota sales team’s meeting notes
New Searches and new RIAs
Detailed 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.
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.
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
Gregory Leonberger, FSA
Director of Research and Managing Partner
Andrew Krei, CFA
Co-Chief Investment Officer
Matthew Ruffalo, CFA, CFP
Head of Investment Solutions