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

Dakota will present detailed profiles on Morgan Stanley, Northern Trust, Philadelphia  Institutional Investors

Register Now! It's Free!

Questions you will get answers to on Morgan Stanley:

  1. What are the points of leverage within Morgan Stanley to win without wholesaling into each office?
  2. Who are the key people on Morgan Stanley's Global Investment Manager Analysis (GIMA) team?
  3. What are the stated requirements to qualify for their various platforms? How do I start the process with Morgan Stanley?

Questions you will get answers to on Northern Trust:

  1. Understand how their internal mutual fund family selects managers
  2. Learn about their OCIO capabilities
  3. Identify key professionals for their fund of funds investment vehicles

Also featured on Dakota Live! #83:

  • Interview: Keith Aleardi, Fulton Bank
  • Metro Area Profiled: Philadelphia  
  • Dakota's Call Notes from the Week


ChrisO

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

February 19th 2021

11:00 AM EST