Produced for Our Members Who Wake Up Every Morning and Have to Raise Money

Dakota will present detailed profiles on JP Morgan, Stifel,  Charlottesville, Virginia Beach and Richmond Institutional Investors

Register Now! It's Free!

Questions you will get answers to on JP Morgan:

  1. What are the various divisions and platforms within the Bank supported by central research and how do they interact with research?
  2. Who are the key members of the research team by asset class to initiate a conversation?
  3. What does success look like at each division within JP Morgan?

Questions you will get answers to on Stifel:

  1. How has the research team changed and who covers what asset class?
  2. What is the best way to work with Stifel, SMA or mutual fund? Do they use active ETFs?
  3. Who is responsible for the platform models? Do they still work with Wilshire? 

Also featured on Dakota Live! #82:

  • Interview: Jeremy Bell, Conway Investment Research
  • Metro Area Profiled: Charlottesville, Virginia Beach and Richmond
  • Dakota's Call Notes from the Week


Hosted By Chris O'Grady & The Investment Sales Team at Dakota

February 5th 2021

11:00 AM EST

Key Topics Covered on Dakota Live! #82


Jeremy Bell

Principal & Director of Research at Conway Investment Research


J.P Morgan

J.P Morgan is a global leader in financial services offering solutions to the world's most important corporations, governments and institutions.



Stifel is a full service brokerage and investment banking firm. The Company provides securities brokerage, investment banking, trading, investment advisory and more.

Why to register for Dakota Live! Call #82