Check out our list of available resources below
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...
Learn MoreThis 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.
Learn MoreThis 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.
Learn MoreThis 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.
Learn MoreThis 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.
Learn MoreStruggling 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.
Learn MoreThis 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.
Learn MoreThis 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.
Learn MoreIn this video, Dakota CEO Gui Costin answers some frequently asked questions about CRM Adoption for investment firms.
Learn MoreThis 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.
Learn MoreIn this video, Gui Costin gives an overview of what types of sales teams can benefit from Dakota's Paradise for Salesforce App.
Learn MoreIn this video, Gui Costin gives an overview of the critical information every investment sales team should be capturing and updating within their CRM.
Learn MoreThis 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.
Learn MoreIn 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.
Learn MoreIn this video, Dakota CEO and founder, Gui Costin, explains what CRM adoption is and why it matters for investment sales teams.
Learn More5 reasons why your investment firm should be incorporating video into its sales and marketing strategy.
Learn MoreThis 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.
Learn MoreThis 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...
Learn MoreThis 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.
Learn MoreThis 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.
Learn MoreThis 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.
Learn MoreThe 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."
Learn MoreThis 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...
Learn MoreIn 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...
Learn MoreIn 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...
Learn MoreDakota 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...
Learn MoreThis 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.
Learn MoreThis 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.
Learn MoreThis 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.
Learn MoreThis 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.
Learn MoreAn exclusive interview with Brad Long from Dakota Live! Call #113.
Learn MoreAn exclusive interview with Matt Brundage from Dakota Live! Call #115.
Learn MoreAn exclusive interview with Ted Seides from Dakota Live! Call #114.
Learn MoreThis 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...
Learn MoreAn exclusive interview with William Kennedy from Dakota Live! Call #116.
Learn MoreAn exclusive interview with John Tassone from Dakota Live! Call #117.
Learn MoreThis 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.
Learn MoreThe 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...
Learn MoreAn exclusive interview with Lawrence Calcano from Dakota Live! Call #118.
Learn MoreThe 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...
Learn MoreThe 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...
Learn MoreAn exclusive interview with Greg Dowling from Dakota Live! For Alternatives #58.
Learn MoreThis 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.
Learn MoreThis 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.
Learn MoreThis 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...
Learn MoreThis 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.
Learn MoreAlan 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...
Learn MoreAlyssa Stankiewicz of Morningstar shares her insights into the firm's manager research process and the key pillars of the Morningstar analyst rating.
Learn MoreRuss 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...
Learn MoreAn exclusive interview with Matthew Ruffalo from Dakota Live! Call #121.
Learn MoreGreg 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...
Learn MoreMatt 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...
Learn MoreThis 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.
Learn MoreAoifinn 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...
Learn MoreYork 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...
Learn MoreCarolyn Patton, Head of Private Market Client Solutions at TIFF Investment Management shares how their business approaches private market assets on behalf of their clients.
Learn MoreMark Steed, Chief Investment Officer for the Arizona Public Safety Personnel Retirement System shares his journey from an intern to the Plan’s CIO.
Learn MoreWill Beck of Wilshire is a Senior Vice President and member of Wilshire’s Traditional Manager Research Group where he focuses on fixed income strategies.
Learn MoreWilliam “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...
Learn MoreAn exclusive interview with Andrew Krei from Dakota Live! Call #123
Learn MoreChris 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...
Learn MoreThis 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.
Learn MoreJennifer 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...
Learn MoreRyan Hicke, Chief Executive Officer of SEI joins us at Dakota Live! to share his journey from intern to the company's CEO.
Learn MoreRazmig 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).
Learn MoreThis 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...
Learn MoreDoug 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...
Learn MoreThis 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.
Learn MoreJohn 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.
Learn MoreChris Brockmeyer is the Director of Employee Benefit Funds for the Broadway League, the national trade association for the Broadway theatre industry.
Learn MoreErnst 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...
Learn MoreAndy 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.
Learn MoreChenae 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...
Learn MoreKate 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...
Learn MoreGreg 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.
Learn MoreThis 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.
Learn MoreJoe Marenda, Partner, and Head of Digital Assets Investing with Cambridge Associates shares his experience through this masterclass on blockchain technology and digital assets investing.
Learn MoreAngela 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...
Learn MoreLaura 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...
Learn MoreWilliam 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...
Learn MoreIn 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...
Learn MoreGildas 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...
Learn MoreThis 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.
Learn MoreVenus Phillips, Managing Director of the Kresge Foundation joins us at Dakota Live! to share her insights and experience in manager selection and asset allocation.
Learn MoreDoug 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.
Learn MoreThis 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...
Learn MoreMelvin 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...
Learn MoreNisha 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...
Learn MoreThis 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.
Learn MoreKevin 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...
Learn MoreFrank 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...
Learn MoreMichael 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...
Learn MoreSam 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.
Learn MoreNarayan Chowdhury, Partner, and Co-Founder of Franklin Park joins Dakota Live! to discuss the company's private market investment and advisory business.
Learn MoreThis 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.
Learn MoreIn the latest episode of Dakota Live!, we are thrilled to welcome Mike Negussie, a pivotal investor in the world of pediatric healthcare investments.
Learn MoreThis 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.
Learn MoreThis 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...
Learn MoreThis 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.
Learn MoreThis 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.
Learn MoreThis 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.
Learn MoreThis 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.
Learn MoreThis 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...
Learn MoreThis 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.
Learn MoreIn 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...
Learn MoreIn 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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