Dakota Resources

Check out our list of available resources below

The Ultimate Guide to Video for Investment Firms

The Ultimate Guide to Video for Investment Firms

Have you struggled to create truly meaningful videos in the past? Have you been told time and again that the world is moving to video? Are you just looking for a little guidance on how to get...

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July Public Pension Meeting Notes

July Public Pension Meeting Notes

This eBook is a compilation of July's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

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August Public Pension Meeting Notes

August Public Pension Meeting Notes

This eBook is a compilation of August's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

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September Public Pension Meeting Notes

September Public Pension Meeting Notes

This eBook is a compilation of September's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

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October Public Pension Meeting Notes

October Public Pension Meeting Notes

This eBook is a compilation of October's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

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The Investment Firm's Guide to CRM Adoption

The Investment Firm's Guide to CRM Adoption

Struggling to get your investment sales team to adopt a CRM? This eBook will give you the measurable steps you can take to ensure that your team implements and adopts a CRM.

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December Public Pension Meeting Notes

December Public Pension Meeting Notes

This eBook is a compilation of December's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

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November Public Pension Meeting Notes

November Public Pension Meeting Notes

This eBook is a compilation of November's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

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CRM Adoption for Investment Firms: An Overview With Gui Costin

In this video, Dakota CEO Gui Costin answers some frequently asked questions about CRM Adoption for investment firms.

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January Public Pension Meeting Notes

This eBook is a compilation of January's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

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Who is Paradise for Salesforce a Fit For?

In this video, Gui Costin gives an overview of what types of sales teams can benefit from Dakota's Paradise for Salesforce App.

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The Critical Information Every Salesperson Needs in Their CRM

In this video, Gui Costin gives an overview of the critical information every investment sales team should be capturing and updating within their CRM.

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February Public Pension Meeting Notes

This eBook is a compilation of February's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

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The Biggest Pain Points of Using a CRM

In this video, Gui Costin gives an overview of the major pain points most investment sales teams encounter when using a CRM, and how to overcome them.

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people working on computers

What is CRM Adoption and Why Does it Matter To Your Investment Sales Team?

In this video, Dakota CEO and founder, Gui Costin, explains what CRM adoption is and why it matters for investment sales teams.

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Dakota studios empty

5 Reasons to Add Video to Your Investment Firm's Sales and Marketing Strategy

5 reasons why your investment firm should be incorporating video into its sales and marketing strategy.

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March Public Pension Meeting Notes

This eBook is a compilation of March's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

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Q1 2022 Alternatives Public Pension Summary

This report gives a detailed overview of the first quarter, 2022 alternative public pensions, including trends and comparisons to priors years. Inside, you'll find a breakdown of the top asset class...

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April Public Pension Meeting Notes

This eBook is a compilation of April's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

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May Public Pension Meeting Notes

This eBook is a compilation of May's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

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The Top 100 RIAs in the United States (2022)

This eBook is a compilation of the top 10 RIAs in 10 cities across the Unites States. This is not meant to be a comprehensive list, but an overview of ten cities we think you'll find beneficial.

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Always Be Selling

The number one piece of sales advice is "always be selling" but is that really true in investment sales? In this video, Dakota CEO Gui Costin dives into the truth behind "always be selling."

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Q2 2022 Alternatives Public Pension Summary

This report gives a detailed overview of the second quarter, 2022 alternative public pensions, including trends and comparisons to priors years. Inside, you'll find a breakdown of the top asset class...

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Guide to RIAs and Video for Investment Firms

In this eBook, Gui Costin, author of Millennials Are Not Aliens, will discuss RIAs, including how to break into the channel and and some best practices. The second half of the eBook covers one of the...

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man hosting a quarterly webinar

Quarterly Webinar Procedures and Best Practices

In this eBook, you'll find the comprehensive steps you'll need to take to plan, host, and follow-up after a quarterly update webinar. The topics in this guide include: Scheduling Creating a Zoom...

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Dakota Manager Fee Update

Dakota has tracked and recorded fees paid data from over 954 reported fees from across all major asset and sub asset classes from 38 individual pension plans. For the first half of 2022, these were...

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June 2022 Public Pension eBook

This eBook is a compilation of June's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

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July 2022 Public Pension eBook

This eBook is a compilation of July's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

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August 2022 Public Pension eBook

This eBook is a compilation of August's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

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September 2022 Public Pension eBook

This eBook is a compilation of September's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

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Brad Long Dakota Live! Interview

An exclusive interview with Brad Long from Dakota Live! Call #113.

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Matt Brundage Dakota Live! Interview

An exclusive interview with Matt Brundage from Dakota Live! Call #115.

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Ted Seides Dakota Live! Interview

An exclusive interview with Ted Seides from Dakota Live! Call #114.

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Q3 2022 Alternatives Public Pension Summary

This report gives a detailed overview of the third quarter, 2022 alternative public pensions, including trends and comparisons to priors years. Inside, you'll find a breakdown of the top asset class...

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William Kennedy Dakota Live! Interview

An exclusive interview with William Kennedy from Dakota Live! Call #116.

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John Tassone Dakota Live! Interview

An exclusive interview with John Tassone from Dakota Live! Call #117.

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October 2022 Public Pension eBook

This eBook is a compilation of October's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

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DLC podcast

Approaching OCIOs and Multi-Asset Businesses with Floyd Simpson of PFM Asset Management

The first episode of the Dakota Live! Podcast features special guest Floyd Simpson, as he discusses how he evaluates asset managers, approaches due diligence meetings, considers asset allocation...

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new york city

Lawrence Calcano Dakota Live! Interview

An exclusive interview with Lawrence Calcano from Dakota Live! Call #118.

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DLC podcast

Selling Asian Equities with Zlata Gleason of Indus Capital

The second episode of the Dakota Live! Podcast features special guest Zlata Gleason, as she discusses her approach to selling equity strategies in the context of the sales process she's developed...

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DLC podcast

Understanding RIAs with Aldo Vultaggio, CIO

The third episode of the Dakota Live! Podcast features special guest Aldo Vultaggio, as he shares his manager research process, approach to sourcing alternative investments, current investment...

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Greg Dowling Dakota Live! Interview

An exclusive interview with Greg Dowling from Dakota Live! For Alternatives #58.

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November 2022 Public Pension eBook

This eBook is a compilation of November's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

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December 2022 Public Pension eBook

This eBook is a compilation of December's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

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Q4 2022 Alternatives Public Pension Summary

This report gives a detailed overview of the fourth quarter, 2022 alternative public pensions, including trends and comparisons to priors years. Inside, you'll find a breakdown of the top asset class...

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January 2023 Public Pension eBook

This eBook is a compilation of January's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

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dlc podcast

Bringing Perspective to Consulting with Alan Spatrick of Meketa

Alan Spatrick shares his forty-two years of investment consulting experience as he discusses the Meketa manager research process, the changes he's seen in the consultant space over the decades, and...

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dlc podcast

Mapping the Morningstar Process with Alyssa Stankiewicz

Alyssa Stankiewicz of Morningstar shares her insights into the firm's manager research process and the key pillars of the Morningstar analyst rating.

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dlc podcast

Positioning for US Plan Sponsors with Russ Kamp

Russ Kamp of Ryan ALM shares his more than forty years of investment advisory experience with US plan sponsors as he discusses the current pension landscape and how to position your investment...

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Matthew Ruffalo Dakota Live! Interview

An exclusive interview with Matthew Ruffalo from Dakota Live! Call #121.

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dlc podcast

Targeting the Sub-Advisory Market with Greg Stumm of Resolute Investment Managers

Greg Stumm of Resolute Investment Managers shares his perspective on the firm’s investment process in the context of its multi-affiliate model. Greg guides our listeners through the sub-advisory...

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dlc podcast

Demystifying the Endowment Model with Matt DeAngelo of Drexel University

Matt DeAngelo, Deputy Chief Investment Officer of Drexel University’s Endowment shares how he and his colleagues evaluate asset managers, approach due diligence meetings, and consider allocation...

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February 2023 Public Pension eBook

This eBook is a compilation of February's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

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dlc podcast

The Art of Storytelling with Aoifinn Devitt, CIO of the Moneta Group

Aoifinn Devitt, Chief Investment Officer at Moneta, and founder and creator of The Fiftyfaces Podcast takes us on her career marathon from corporate law to being named the first female Chief...

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dlc podcast

Journey through John Hancock Investment Management with York Lo

York Lo is the Head of Alternative Product and LLCs at John Hancock Investment Management where he has been a key member of the team responsible for manager selection and oversight, product...

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dlc podcast

Engaging OCIOs through Private Market Solutions with Carolyn Patton of TIFF Investment Management

Carolyn Patton, Head of Private Market Client Solutions at TIFF Investment Management shares how their business approaches private market assets on behalf of their clients.

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dlc podcast

Running Towards Adversity with Mark Steed, CIO of Arizona PSPRS

Mark Steed, Chief Investment Officer for the Arizona Public Safety Personnel Retirement System shares his journey from an intern to the Plan’s CIO.

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dlc podcast

Finding Fixed Income Opportunities with Will Beck of Wilshire

Will Beck of Wilshire is a Senior Vice President and member of Wilshire’s Traditional Manager Research Group where he focuses on fixed income strategies.

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dlc podcast

Insights Into OCIOs with William Kennedy of RiskBridge Advisors

William “Bill” Kennedy is the CEO and Chief Investment Officer of RiskBridge Advisors, where the firm serves as an Outsourced Chief Investment Officer (OCIO) firm providing discretionary investment...

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Andrew Krei Dakota Live! Interview

An exclusive interview with Andrew Krei from Dakota Live! Call #123

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dlc podcast

Early-Stage Opportunities with Chris Winiarz of Stable Asset Management

Chris Winiarz, Chief Investment Officer of Stable Asset Management shares his journey from the endowment to the family office model through his role today as CIO of an investment firm focused on...

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March 2023 Public Pension Brief

This eBook is a compilation of March's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

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dlc podcast

Harmonizing your Asset Allocation with Jennifer DeSisto, CIO of Anchor Capital Advisors

Jennifer DeSisto, Chief Investment Officer of Anchor Capital Advisors joins us at Dakota Live! to take us through her experience from portfolio manager to asset allocator and what she has learned...

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dlc podcast

Clarity of Vision with Ryan Hicke, CEO of SEI

Ryan Hicke, Chief Executive Officer of SEI joins us at Dakota Live! to share his journey from intern to the company's CEO.

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dlc podcast

Going Off Script with Razmig Der-Tavitian, CIO of SLK Private Wealth

Razmig Der-Tavitian, Chief Investment Officer with SLK Private Wealth joins us at Dakota Live! to share his experience as CIO of an independent Registered Investment Advisor (RIA).

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Q1 2023 Alternatives Public Pension Summary

This report gives a detailed overview of the first quarter, 2023 alternative public pensions, including trends and comparisons to prior years. Inside, you'll find a breakdown of the top asset class...

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dlc podcast

Recipes for Success with Doug MacBean, Deputy CIO of Caltech's Investment Office

Doug MacBean, Deputy Chief Investment Officer of the California Institute of Technology’s Investment Office (Caltech) joins us at Dakota Live! to share the ingredients from his career and how he...

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April 2023 Public Pension Brief

This eBook is a compilation of April's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

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dlc podcast

Family Office Opportunities with John Tassone of Forbes Family Trust

John Tassone is the Director of Investments for Forbes Family Trust. Forbes Family Trust is a multi-family office serving institutions and single-family offices as an outsourced investment advisor.

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dlc podcast

Listening to Many with Chris Brockmeyer, Director of Employee Benefits for the Broadway League

Chris Brockmeyer is the Director of Employee Benefit Funds for the Broadway League, the national trade association for the Broadway theatre industry.

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dlc podcast

Home Country Bias with Ernst Knacke, Head of Research for Shard Capital

Ernst Knacke, Head of Research at London-based, Shard Capital Partners as well as its subsidiary, LeifBridge Investment Management joins the Dakota Live! Podcast to share his nearly twenty years of...

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dlc podcast

Staying on the Fairway with Andy Spellar, CIO of Fairfax County Employees' Retirement System

Andy Spellar, Chief Investment Officer for the Fairfax County Employees' Retirement System shares his journey over his two decades for the $5.0 billion Plan located in the suburbs of Washington, DC.

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dlc podcast

Thinking Boldly with Chenae Edwards of NEPC

Chenae Edwards, Partner with NEPC, LLC shares her investment consulting experience as she discusses the NEPC manager research process, how clients are maneuvering through the current market...

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dlc podcast

Delivering for Clients with Kate Pizzi of Fiducient Advisors

Kate Pizzi, Partner and Senior Consultant of Fiducient Advisors joins us at Dakota Live! to take us through her experience from actuary to portfolio manager to investment consultant and what she has...

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dlc podcast

Building Client Trust with Greg Leonberger of Marquette Associates

Greg Leonberger is the Director of Research for Marquette Associates. Greg is responsible for creating the firm’s capital markets research and directing the investment strategies and policy.

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May 2023 Public Pension Brief

This eBook is a compilation of May's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

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dlc podcast

A Masterclass of Digital Assets Investing with Joe Marenda of Cambridge Associates

Joe Marenda, Partner, and Head of Digital Assets Investing with Cambridge Associates shares his experience through this masterclass on blockchain technology and digital assets investing.

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dlc podcast

Leading by Example with Angela Miller-May of the Illinois Municipal Retirement Fund

Angela Miller-May, Chief Investment Officer for the Illinois Municipal Retirement Fund joins us at Dakota Live! for a special discussion on how she found her start in the investment management...

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dlc podcast

Selling through the Cycle with Laura Esposito of Rockefeller Capital Management

Laura Esposito of Rockefeller Capital Management shares her nearly twenty-five years of client service and sales experience in this informative discussion on how she has navigated her successful...

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dlc podcast

An Allocator's Journey with William Yung of Angeles Investments

William Yung, Partner and Director of Private Markets at Angeles Investments, takes us on his career journey from wealth management to investment manager research for one of the financial industry’s...

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dlc podcast

Going Outside the Model with Adam Landau, Cerity Partners

In this special edition episode, Adam takes the Dakota Live! team through Cerity's approach to risk management, the firm’s manager research and underwriting process, and what a potential client...

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dlc podcast

Investing in Times of Uncertainty with Gildas Quinquis of Windrose Advisors

Gildas Quinquis, Chief Investment Officer for the Boston-based Windrose Advisors, takes us through his nearly thirty-year career in investment management, describing how he approaches the current...

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June 2023 Public Pension Brief

This brief is a compilation of June's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

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dlc podcast

The Power of Authentic Leadership with Venus Phillips of the Kresge Foundation

Venus Phillips, Managing Director of the Kresge Foundation joins us at Dakota Live! to share her insights and experience in manager selection and asset allocation.

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dlc podcast

The Power of Courage with Doug Hanly of the Louisiana State Police Retirement System

Doug Hanly, Chief Investment Officer for the Louisiana State Police Retirement System (LSPRS) joins us at Dakota Live! to take us through his experience as the first CIO of the LSPRS.

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Q2 2023 Alts Pension Summary

This report gives a detailed overview of 2023's second quarter alternative public pensions, including trends and comparisons to prior years. Inside, you'll find a breakdown of the top asset class...

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dlc podcast

Riding the TIDES with Melvin Lindsey of Nile Capital Group

Melvin Lindsey, CFA, Founder and Managing Partner of the Nile Capital Group joins us on the Dakota Live! Podcast to share his more than thirty years of experience in business development and manager...

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dlc podcast

Selling Specialized Solutions with Nisha Atre of Old City Investment Partners

Nisha Atre of Old City Investment Partners shares her over twenty years of asset allocation and sales experience in this informative discussion on how she has navigated her successful career in asset...

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July 2023 Public Pension Brief

This brief is a compilation of July's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

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dlc podcast

Understanding Investor Behavior with Vanguard

Kevin Khang, Head of Active and Alternatives Research and Andy Reed, Head of Investor Behavior at Vanguard sit down to discuss a variety of topics ranging from the fundamentals of behavioral...

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dlc podcast

Navigating Investments With the CIO of North Dakota Trust Lands

Frank Mihail, Chief Investment Officer of the North Dakota Department of Trust Lands joins us to share his experiences over his first year in the role and how he is approaching the strategic...

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dlc podcast

Under the Wall of Capital with UCLA Investment Company

Michael Marvelli, Deputy Chief Investment Officer of the UCLA Investment Company joins Dakota Live! to discuss the company's investment strategy, its approach to asset allocation, and investment...

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dlc podcast

Advising with Integrity with Mill Creek Capital Advisors

Sam McFall is a Managing Director of Investments with Mill Creek Capital Advisors. Mill Creek was founded in 2006 to provide customized advice to help clients achieve their financial goals.

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dlc podcast

The Value of Why with Franklin Park

Narayan Chowdhury, Partner, and Co-Founder of Franklin Park joins Dakota Live! to discuss the company's private market investment and advisory business.

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August 2023 Public Pension Brief

This brief is a compilation of August's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

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dlc podcast

Investing in the Future of Pediatrics with Children's Healthcare of Atlanta

In the latest episode of Dakota Live!, we are thrilled to welcome Mike Negussie, a pivotal investor in the world of pediatric healthcare investments.

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September 2023 Public Pension Brief

This brief is a compilation of September's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

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skyline

Q3 2023 Alts Pension Summary

This report gives a detailed overview of 2023's third quarter alternative public pensions, including trends and comparisons to prior years. Inside, you'll find a breakdown of the top asset class...

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October 2023 Public Pension Brief

This brief is a compilation of October's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

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November 2023 Public Pension Brief

This brief is a compilation of November's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

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December 2023 Public Pension Brief

This brief is a compilation of December's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

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January 2024 Public Pension Brief

This brief is a compilation of January's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

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Q4 2023 Alternatives Pension Summary

This report gives a detailed overview of 2023's fourth quarter alternative public pensions, including trends and comparisons to prior years. Inside, you'll find a breakdown of the top asset class...

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February 2024 Public Pension Brief

This brief is a compilation of February's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

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CRM Adoption eBook

In this eBook, you'll find the knowledge on why your CRM is your most underutilized asset and how to fix this. Topics included in this guide are: What is a CRM? Why is your CRM holding you back? How...

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Dakota Marketplace eBook

In this eBook, you'll find the knowledge on why having clean and accurate data is of the utmost importance for your institutional investor database Topics included in this guide are: The importance...

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