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Join Dakota's Investment Team or a Collaborative Discussion Between Industry Professionals 

These calls are a lively, open discussion where we share ideas, best practices and current thinking on how to raise capital.

This is a small group of investment sales professionals where we have an open discussion in a friendly and helpful atmosphere. We will discuss distribution strategy and tactics, including what has worked and what hasn’t worked for Dakota. We will also draw upon each participant's experiences so they can share their ideas and we can learn from each other.

Our previous group of participants discussed a variety of topics:

  • When is it appropriate to reach out to prospect allocators
  • How to adapt in a virtual environment  
  • Using alternative resources
  • How to stand out amongst all the emails being received

Our mission at Dakota is to be the champion of the investment sales professional and we are here to help. If you have any questions or need any assistance, please contact Catherine Begier, cbegier@dakota.com. 

 

*Due to the high demand for this event, registration is limited. If you are approved for the event, you will receive a confirmation email with further details.

This event is now closed.

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Dakota Live!