Produced for Our Members Who Wake Up Every Morning and Have to Raise Money
Dakota will present detailed profiles on Highland Associates, Fidelity, & Wisconsin's Institutional Investors
Register Now! It's Free!
Questions you will get answers to on Highland Associate:
- What are Highland's relationships with USA Regions?
- Who are the key members of the research team?
- What are Highland's wins, including their internal FOF?
Questions you will get answers to on Fidelity:
- What does a win look like at Fidelity? Is the only opportunity a sub-advised relationship?
- Who are the key members of the research team to begin a conversation?
- What are the key requirements I should know to be considered by Fidelity?
Also featured on Dakota Live! #81:
- Interview: Kris Nelson, Russell
- Metro Area Profiled: Wisconsin and Minnesota
- Dakota's Call Notes from the Week
Hosted By Chris O'Grady & The Investment Sales Team at Dakota
January 22nd 2021
11:00 AM EST
Key Topics Covered on Dakota Live! #81
Fidelity Investment
One of the larger brokers in the U.S., Fidelity is designed to serve the vast majority of individual investors.
Highland Associates
Highland Associates is a leading institutional investment firm that has provided objective, research-driven investment counsel to not-for-profit healthcare entities
Wisconsin
Learn who the contacts are at each allocator for the state of Wisconsin.
