TODAY: Join Dakota Live! #78 @ 11:00AM

Wells Fargo & Mercer Consulting

We Will Feature the Investment Platforms of:

Wells Fargo & Mercer Consulting

Questions you will get answers to by joining Dakota Live! #78 Today at 11:00AM:

  1. Who are the right people to call on for my asset class?;
  2. What does it take to get an "A" rating at Mercer?;
  3. What strategies are of interest today at Wells & Mercer?;
  4. Where do the wins lie for my product?
  5. What are the names of the various investment platforms I should be focusing on?;
  6. What fees can I expect to pay for the different platforms?;
  7. What are the names & titles of each due diligence analyst to call on for my asset class?;
  8. What are the parameters/thresholds I should be aware of before an investment can be made (you'll be surprised).


Also featured on Dakota Live! #78:

INTERVIEW: Taiber Kosmala's Director of Research MATT TERRIEN

ATLANTA: We will detail the 123 institutional investors in Atlanta & Birmingham

 

ChrisO

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

December 4th 2020

11:00 AM EST

Questions You Will Get Answers to on Dakota Live! #78

mercerLogo

Wells Fargo & Mercer Consulting

Get all your key questions answered when trying to figure how how to access these robust investment platforms.

atlanta

Atlanta & Birmingham

We will detail 123 institutional investors you should call on when visiting Atlanta and Birmingham.

MattT

Matt Terrien, Taiber Kosmala

Director of Research at $5B institutional investment consultant and ICIO platform at Taiber Kosmala, Matt will detail the best ways to access the platform.

What You Will Get By Joining Dakota Live!

Watch this video to see what we will cover on ths call...