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.
Exclusive interviews and insights
In-depth profiles of metro areas
Time-saving pre- and post-call content
Dakota Live connects investment sales teams with allocators, and creates the content your team needs to do informed outreach to allocators in your asset class.
Learn each allocator’s current needs, the details of their platform, key analysts, and their outlook on the industry.
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.
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.
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
Director of Management Research
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.
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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