Produced for Our Members Who Wake Up Every Morning and Have to Raise Money for Alts Strategies
Dakota will present detailed profiles on iCapital, Segal Marco and all Alts Allocators in the Denver area.
Register Now! It's Free!
Questions you will get answers to on iCapital:
- How is iCap structured, and what are the benefits for the end client?
- What are the key opportunities within iCapital, and what type of managers do they look for?
- Who are the key analysts that you need to get your strategy in front of?
Questions you will get answers to on Segal Marco:
- Learn the key analyst and their coverage
- How to approach Segal Marco
Also featured on Dakota Live! #22 for Alts:
- Interview: Andrew Mehalko, Forbes Family Trust
- Metro Area Profiled: Denver
- Dakota's Call Notes from the Week
Hosted By Chris O'Grady & The Investment Sales Team at Dakota
February 26, 2021
11:00 AM EST
Key Topics Covered on Dakota Live! #21
iCapital Network
iCapital Network is the financial technology company connecting advisors and their high net worth investors to leading alternative investment managers through a best-in-class user experience.
Segal Marco Advisors
Segal Marco Advisors is one of the largest U.S.-based investment consultancies, with combined advisory assets exceeding $500 billion. Our expertise, research and technology help clients achieve their investment objectives.
Guest Allocator from Forbes Family Trust
Forbes Family Trust (“FFT”) is a global multi-family office specializing in alternative investments, asset allocation, portfolio construction and financial planning based in New York, NY, with offices in Philadelphia, PA, and Palm Beach, FL. Founded to serve the investment and wealth planning needs of members of the Forbes family, the firm opened its doors in 2009 to welcome the world’s most prominent families and family offices to join as clients. FFT and its affiliates manage approximately $6.3 billion in assets under advisement as of December 31, 2019.