Investor Conference

About the conference

Tuesday, June 17th

This one-day, closed-door event is designed to give institutional investors a direct line to top-performing managers across public and private markets — including buyouts, venture, growth equity, private credit, infrastructure, and real estate.

Meet established investment teams in person and hear where they are most excited to invest in the next 3-5 years.

Beyond manager presentations, the day is designed to foster connection among the allocator community. You’ll be in a room with fellow CIOs, senior investment officers, and research professionals from leading institutions. All facing the same challenges, exploring similar opportunities, and looking to share insights.

Managers Presenting

MANAGER LINEUP

The 2025 Dakota Research Investor Day lineup features a range of managers across the investment landscape — from trusted names in the industry to rising managers gaining serious traction. Each speaker brings a distinct point of view on where markets are heading, what they’re focused on now, and how they’re deploying capital in today’s environment.

Get direct insights into their thinking, strategy, and approach in a condensed and comprehensive format.

Quyen Tran
GrowthCurve Capital
Principal of Capital Formation and Investor Relations

Jamie Montgomery
March Capital
Co-Founder and Managing Partner

Sam Bendix 1663_LinkedIn_Email (002)_113945

Sam Bendix
Chicago Pacific Founders
Partner

Mike O'Donnell
Riverside
Managing Director, Fundraising and Investor Relations

Matt Romanczuk
Carlyle AlpInvest
Managing Director in the Secondary and Portfolio Finance Team

Matt Melymuka
PeakSpan Capital
Co Founder and Managing Partner

Richard de Silva
Lateral Investment Management
Founder, Managing Partner, and Chair of the Investment Committee

Steve Ruby
Audax Private Debt
Co-Head of Originated Debt

Alice Kennon
Invidia
Head of Operations & Capital Formation

Dan Ahrens
Left Lane
Managing Partner

Dara Leung
Raine
Managing Director

Elana Mizrahi
Monarch
Managing Director, Business Development

Beckett Jackson
AE Industrial
Partner

Will Darman
Eden Capital Management
Managing Partner

Kelsea Alexander
Crow Holdings
Director in the Industrial Group

Dan Ellis
Coatue
Leader, Investor Relations

Alan Breed
Edgewood
President & Portfolio Manager

Joe Delli Santi
MCR
Chief Investment Officer

Register Now

ALLOCATORS

Receive a complete deck with all managers presenting including firm contact information, etc. as well as exclusive Dakota Research insights.

Full conference access, including all sessions, panels, and keynotes

Lunch, networking breaks, and a closing cocktail reception at New York Athletic Club

Request Registration

Agenda

Please note: Agenda is subject to change

12:30 PM - 1:00 PM

Check-In & Lunch

1:00 PM - 2:10 PM

Manager Interviews

2:10 PM - 2:40 PM

Networking Break

2:40 PM - 3:50 PM

Manager Interviews

3:50 PM - 4:20 PM

Networking Break

4:20 PM - 5:30 PM

Manager Interviews

5:30 PM - 7:30 PM

Dakota Cocktails

About the conference

Tuesday, June 17th

Managers Presenting

MANAGER LINEUP

Register Now

Agenda

Address

Products & Services

Resources

Events

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