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May 2023 Public Plan Commitment Summary
By: Manfred Kanther, Manager of Strategic Initiatives
June 8, 2023
blog
May 2023 Public Plan Commitment Summary
The month of May saw: Subdued markets in May led to a small increase in funded status from 74.5% to 74.8% according to Milliman. The biggest observation has been less volatility across fixed income...
Podcasts
Digital Assets Investing with Joe Marenda of Cambridge Associates
By: Gui Costin
June 7, 2023
Podcasts
Digital Assets Investing with Joe Marenda of Cambridge Associates
Joe Marenda, Partner, and Head of Digital Assets Investing with Cambridge Associates shares his experience through this masterclass on blockchain technology and digital assets investing.
blog
Q1 2023 ETF Recap
For the first time in over year the capital markets treated allocators well in both fixed income and equities, despite the banking specific volatility which the Fed and Treasury acted swiftly to...
Podcasts
Building Client Trust with Greg Leonberger of Marquette Associates
By: Tim Dolan
June 5, 2023
Podcasts
Building Client Trust with Greg Leonberger of Marquette Associates
Greg Leonberger is the Director of Research for Marquette Associates. Greg is responsible for creating the firm’s capital markets research and directing the investment strategies and policy.
eBook
May 2023 Public Pension eBook
This eBook is a compilation of May's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.
Podcasts
Delivering for Clients with Kate Pizzi of Fiducient Advisors
By: Andrew O'Shea
May 31, 2023
Podcasts
Delivering for Clients with Kate Pizzi of Fiducient Advisors
Kate Pizzi, Partner and Senior Consultant of Fiducient Advisors joins us at Dakota Live! to take us through her experience from actuary to portfolio manager to investment consultant and what she has...
blog
The Characteristics of an Elite Salesperson
By: Gui Costin, Founder, CEO
May 25, 2023
blog
The Characteristics of an Elite Salesperson
If you're in the investment sales business, or you're thinking about becoming an investment salesperson, you probably already know how challenging it can be. You might be wondering if you have what...
blog
Second Half of April 2023 Financial Advisor and RIA Moves and Acquisitions
By: Manfred Kanther, Manager of Strategic Initiatives
May 24, 2023
blog
Second Half of April 2023 Financial Advisor and RIA Moves and Acquisitions
Independents and Banks: Dustin Mac Brown (DM Brown Financial Services) in Scottsdale, AZ with $190 M AUM has moved to LPL ( dually registered platform). Departed Cetera. ...
Podcasts
Thinking Boldly with Chenae Edwards of NEPC
Chenae Edwards, Partner with NEPC, LLC shares her investment consulting experience as she discusses the NEPC manager research process, how clients are maneuvering through the current market...
blog
April 2023 Financial Advisor and RIA Moves and Acquisitions
By: Manfred Kanther, Manager of Strategic Initiatives
May 19, 2023
blog
April 2023 Financial Advisor and RIA Moves and Acquisitions
Regional banking news continued to occupy the headlines through March and continued to be a deciding factor for FA’s as evaluated what firms they wanted to partner with. In the wires Morgan Stanley...
Podcasts
Staying on the Fairway with Andy Spellar, CIO of Fairfax County Employees' Retirement System
By: Chris O'Grady
May 17, 2023
Podcasts
Staying on the Fairway with Andy Spellar, CIO of Fairfax County Employees' Retirement System
Andy Spellar, Chief Investment Officer for the Fairfax County Employees' Retirement System shares his journey over his two decades for the $5.0 billion Plan located in the suburbs of Washington, DC.
blog
Public Plan Commitments Summary for April 2023
By: Manfred Kanther, Manager of Strategic Initiatives
May 11, 2023
blog
Public Plan Commitments Summary for April 2023
April public pension plan commitment summary points: Noise around regional and local banks continued to be in the headlines as another notable bank was placed into receivership and swiftly absorbed....
blog
13F Equity Sub-Asset Class Trends Q4 2022
By: Manfred Kanther, Manager of Strategic Initiatives
May 10, 2023
blog
13F Equity Sub-Asset Class Trends Q4 2022
Last update we took a very high-level look at the asset class level filings and dollar flows into ETFs during Q4. Despite 2022’s volatility, equities maintained the majority share of ETF asset...
Podcasts
Home Country Bias with Ernst Knacke, Head of Research for Shard Capital
By: Chris O'Grady
May 10, 2023
Podcasts
Home Country Bias with Ernst Knacke, Head of Research for Shard Capital
Ernst Knacke, Head of Research at London-based, Shard Capital Partners as well as its subsidiary, LeifBridge Investment Management joins the Dakota Live! Podcast to share his nearly twenty years of...
blog
The Top RIAs in the Top 5 Metro Areas for 2023
By: Morgan Holycross, Content Marketing Associate
May 8, 2023
blog
The Top RIAs in the Top 5 Metro Areas for 2023
If you're in investment sales, you likely already know that one of the biggest problems of selling to the RIA channel is the sheer size of it. The RIA market across the United States consists of over...
blog
The Top 15 Largest Hedge Fund of Funds
By: Manfred Kanther, Manager of Strategic Initiatives
May 3, 2023
blog
The Top 15 Largest Hedge Fund of Funds
With over 432 hedge funds launched in 2022 alone, the universe of hedge funds continues to be very large bucket for allocator to wade through and pick the right style and manager. As fund of funds...
Podcasts
Listening to Many with Chris Brockmeyer, Director of Employee Benefits for the Broadway League
By: Dan DiDomenico
May 3, 2023
Podcasts
Listening to Many with Chris Brockmeyer, Director of Employee Benefits for the Broadway League
Chris Brockmeyer is the Director of Employee Benefit Funds for the Broadway League, the national trade association for the Broadway theatre industry.
eBook
April 2023 Public Pension eBook
This eBook is a compilation of April's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.
Podcasts
Family Office Opportunities with John Tassone of Forbes Family Trust
By: Anna Blumenfeld
May 1, 2023
Podcasts
Family Office Opportunities with John Tassone of Forbes Family Trust
John Tassone is the Director of Investments for Forbes Family Trust. Forbes Family Trust is a multi-family office serving institutions and single-family offices as an outsourced investment advisor.
blog
The Top 13F Equity Holders by Sub-Asset Class
By: Manfred Kanther, Manager of Strategic Initiatives
April 27, 2023
blog
The Top 13F Equity Holders by Sub-Asset Class
With allocators taking advantage of tax loss selling in equities, and positioning their portfolios going into the end of Q4 2022 the main trend we observed in Marketplace via the 13F filings among...
blog
March 2023 Financial Advisor and RIA Moves and Acquisitions
By: Manfred Kanther, Manager of Strategic Initiatives
April 26, 2023
blog
March 2023 Financial Advisor and RIA Moves and Acquisitions
The Silicon Valley Bank upheaval which occurred in early March had caused many Teams and FAs to reexamine the firms they custody and clear with in addition to re-examining their plans. During the...
Podcasts
Recipes for Success with Doug MacBean, Deputy CIO of Caltech's Investment Office
By: Andrew O'Shea
April 26, 2023
Podcasts
Recipes for Success with Doug MacBean, Deputy CIO of Caltech's Investment Office
Doug MacBean, Deputy Chief Investment Officer of the California Institute of Technology’s Investment Office (Caltech) joins us at Dakota Live! to share the ingredients from his career and how he...
eBook
Q1 2023 Alternatives Public Pension Summary
This report gives a detailed overview of the first quarter, 2023 alternative public pensions, including trends and comparisons to prior years. Inside, you'll find a breakdown of the top asset class...
Podcasts
Going Off Script with Razmig Der-Tavitian, CIO of SLK Private Wealth
By: Tim Dolan
April 19, 2023
Podcasts
Going Off Script with Razmig Der-Tavitian, CIO of SLK Private Wealth
Razmig Der-Tavitian, Chief Investment Officer with SLK Private Wealth joins us at Dakota Live! to share his experience as CIO of an independent Registered Investment Advisor (RIA).
blog
3 Ways to Make the Most of Your Dakota Marketplace Free Trial
By: Amy Sariego, Director of Content Marketing
April 14, 2023
blog
3 Ways to Make the Most of Your Dakota Marketplace Free Trial
As a busy salesperson, it’s one thing to sign up for a free trial for a new database platform, but another thing entirely to have the time to explore it properly before your trial ends. However,...
Podcasts
Clarity of Vision with Ryan Hicke, CEO of SEI
Ryan Hicke, Chief Executive Officer of SEI joins us at Dakota Live! to share his journey from intern to the company's CEO.
blog
Dakota Marketplace: Your Cost-Benefit Breakdown
By: Amy Sariego, Director of Content Marketing
April 10, 2023
blog
Dakota Marketplace: Your Cost-Benefit Breakdown
Institutional databases come in a variety of functionalities and channel specialties, and, of course, a variety of costs. It can be overwhelming to decide how much you should spend, and harder to...
Podcasts
Harmonizing your Asset Allocation with Jennifer DeSisto, CIO of Anchor Capital Advisors
By: Andrew O'Shea
April 5, 2023
Podcasts
Harmonizing your Asset Allocation with Jennifer DeSisto, CIO of Anchor Capital Advisors
Jennifer DeSisto, Chief Investment Officer of Anchor Capital Advisors joins us at Dakota Live! to take us through her experience from portfolio manager to asset allocator and what she has learned...
eBook
March 2023 Public Pension eBook
This eBook is a compilation of March's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.
blog
How to Change Data Providers: 5 Things You Can Do for Success
By: Amy Sariego, Director of Content Marketing
March 31, 2023
blog
How to Change Data Providers: 5 Things You Can Do for Success
If you’ve ever gone through the process of bringing a new software or data platform onboard at your firm, you already know what a time-consuming process it can be. This is especially true if you...
blog
Q4 2022 13F High-Level Asset Class Update
By: Manfred Kanther, Manager of Strategic Initiatives
March 30, 2023
blog
Q4 2022 13F High-Level Asset Class Update
Our last 13F update we reviewed the ETF product landscape and ETF flows trends which we saw occur among allocators via MarketPlace during 2022. Capping off the asset class flows we observed for Q4...
Podcasts
Early-Stage Opportunities with Chris Winiarz of Stable Asset Management
By: Gui Costin
March 29, 2023
Podcasts
Early-Stage Opportunities with Chris Winiarz of Stable Asset Management
Chris Winiarz, Chief Investment Officer of Stable Asset Management shares his journey from the endowment to the family office model through his role today as CIO of an investment firm focused on...
blog
Second Half of February RIA and Financial Advisor Moves and Acquisitions
By: Manfred Kanther, Manager of Strategic Initiatives
March 27, 2023
blog
Second Half of February RIA and Financial Advisor Moves and Acquisitions
Wrapping up February the wire house channel became more active as recruiting picked up. On a specific firm level, many of the same trends that existed during 2022 continued this month mainly:...
blog
February 2023 Public Pension Plan Commitment Summary
By: Manfred Kanther, Manager of Strategic Initiatives
March 24, 2023
blog
February 2023 Public Pension Plan Commitment Summary
February public pension plan commitment summary: February brought back volatility in both equity and fixed income markets as inflation and the Fed took center stage again. Alternatives, as a result...
Podcasts
Insights Into OCIOs with William Kennedy of RiskBridge Advisors
By: Chris O'Grady
March 22, 2023
Podcasts
Insights Into OCIOs with William Kennedy of RiskBridge Advisors
William “Bill” Kennedy is the CEO and Chief Investment Officer of RiskBridge Advisors, where the firm serves as an Outsourced Chief Investment Officer (OCIO) firm providing discretionary investment...
eBook
Andrew Krei Dakota Live! Interview
An exclusive interview with Andrew Krei from Dakota Live! Call #123
blog
First Half of February RIA and Financial Advisor Moves and Acquisitions
By: Manfred Kanther, Manager of Strategic Initiatives
March 21, 2023
blog
First Half of February RIA and Financial Advisor Moves and Acquisitions
Entering February we began to see wire house recruiting activity pick up in full force again. On a specific firm level, many of the same trends that existed during 2022 continued this month mainly:...
Podcasts
Finding Fixed Income Opportunities with Will Beck of Wilshire
By: Chris O'Grady
March 15, 2023
Podcasts
Finding Fixed Income Opportunities with Will Beck of Wilshire
Will Beck of Wilshire is a Senior Vice President and member of Wilshire’s Traditional Manager Research Group where he focuses on fixed income strategies.
Podcasts
The Art of Storytelling with Aoifinn Devitt, CIO of the Moneta Group
By: Chris O'Grady
March 8, 2023
Podcasts
The Art of Storytelling with Aoifinn Devitt, CIO of the Moneta Group
Aoifinn Devitt, Chief Investment Officer at Moneta, and founder and creator of The Fiftyfaces Podcast takes us on her career marathon from corporate law to being named the first female Chief...
blog
Dakota Live! Call 13F ETF 2022 Full Year Trends
By: Manfred Kanther, Manager of Strategic Initiatives
March 6, 2023
blog
Dakota Live! Call 13F ETF 2022 Full Year Trends
With the 4th quarter 13F filing window now closed, MarketPlace was tracking 3330 ETFs from 278 sponsors via the filings. For 2022 this amounts to over 219,000 individual positions which are linked to...
blog
Dakota Studios: What Does it Cost to Shoot Video for Your Firm?
By: Amy Sariego, Director of Content Marketing
March 2, 2023
blog
Dakota Studios: What Does it Cost to Shoot Video for Your Firm?
Even after years on Zoom, we’ve all had moments where presenting or sharing on video has felt clunky. You’re likely already doing something you’re nervous about, with a “room” full of silent eyes on...
eBook
February 2023 Public Pension eBook
This eBook is a compilation of February's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.
blog
Top Film Production Studios in Philly
By: Morgan Holycross, Content Marketing Associate
February 28, 2023
blog
Top Film Production Studios in Philly
Video has become a crucial part of businesses. It helps firms share their stories with people across the world in minimal time. In fact, many companies don’t even know that video is the answer to...
Podcasts
Running Towards Adversity with Mark Steed, CIO of Arizona PSPRS
By: Chris O'Grady
February 27, 2023
Podcasts
Running Towards Adversity with Mark Steed, CIO of Arizona PSPRS
Mark Steed, Chief Investment Officer for the Arizona Public Safety Personnel Retirement System shares his journey from an intern to the Plan’s CIO.
blog
Benefits of Hosting a Corporate Offsite Meeting
By: Morgan Holycross, Content Marketing Associate
February 23, 2023
blog
Benefits of Hosting a Corporate Offsite Meeting
After almost 3 years since COVID changed our world, people are still missing in-person meetings — in fact, 84% of people reported that they prefer to meet in person. Face to face meetings are here to...
blog
Public Plan Commitments Summary For January 2023
By: Manfred Kanther, Manager of Strategic Initiatives
February 21, 2023
blog
Public Plan Commitments Summary For January 2023
January public pension plan commitment summary points: The first month of 2023 has treated public equity markets with much less volatility VS how 2022 began and has been a welcome change for both...
blog
Second Half of January 2023 RIA and Financial Advisor Moves and Acquisitions
By: Manfred Kanther, Manager of Strategic Initiatives
February 17, 2023
blog
Second Half of January 2023 RIA and Financial Advisor Moves and Acquisitions
The New Year hangover continued into the second half of January as FA movement remained below the higher pace we saw this time last year. There are a few factors why: Higher borrowing costs have...
blog
Dakota Studios: What to Expect From Your First Video Shoot
By: Amy Sariego, Director of Content Marketing
February 15, 2023
blog
Dakota Studios: What to Expect From Your First Video Shoot
When it comes to shooting video for your company or nonprofit, just committing to getting in front of the camera is a great first step. You might already be thinking that getting in front of the...
Podcasts
Engaging OCIOs through Private Market Solutions with Carolyn Patton of TIFF Investment Management
By: Tim Dolan
February 15, 2023
Podcasts
Engaging OCIOs through Private Market Solutions with Carolyn Patton of TIFF Investment Management
Carolyn Patton, Head of Private Market Client Solutions at TIFF Investment Management shares how their business approaches private market assets on behalf of their clients.
blog
January 2023 Financial Advisor and RIA Moves and Acquisitions
By: Manfred Kanther, Manager of Strategic Initiatives
February 9, 2023
blog
January 2023 Financial Advisor and RIA Moves and Acquisitions
With many traditional recruiting activity channels slowing during December, wirehouse activity slowed the most going into January. RIA activity and independent activity remained strong. Looking...
blog
Philly Corporate Event Spaces: What Does it Cost To Host Your Event at Dakota Meets?
By: Morgan Holycross, Content Marketing Associate
February 9, 2023
blog
Philly Corporate Event Spaces: What Does it Cost To Host Your Event at Dakota Meets?
To host a corporate event at Dakota Meets is to host an exclusive, high-end corporate event. This space can be used to host a corporate offsite meeting with your team, a networking event, a happy...
Podcasts
Journey through John Hancock Investment Management with York Lo
By: Chris O'Grady
February 7, 2023
Podcasts
Journey through John Hancock Investment Management with York Lo
York Lo is the Head of Alternative Product and LLCs at John Hancock Investment Management where he has been a key member of the team responsible for manager selection and oversight, product...
blog
Top Alternatives Conferences for 2023
By: Morgan Holycross, Content Marketing Associate
February 6, 2023
blog
Top Alternatives Conferences for 2023
As an investment sales professional, you must attend conferences to meet with various advisors, consultants, and allocators to increase your touch points for raising capital. It can be a pain to...
eBook
Matthew Ruffalo Dakota Live! Interview
An exclusive interview with Matthew Ruffalo from Dakota Live! Call #121.
eBook
January 2023 Public Pension eBook
This eBook is a compilation of January's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.
blog
Q3 2022 13F ETF Equity-Only Sub-Asset Class Flow Trends
By: Manfred Kanther, Manager of Strategic Initiatives
January 27, 2023
blog
Q3 2022 13F ETF Equity-Only Sub-Asset Class Flow Trends
Last update we took a high level look at the asset class level filings and flows into ETFs during Q3, and also compared them mutual fund structure flows. The data showed divergent trends which told...
Analyst Reports
Q4 2022 Alternatives Public Pension Summary
By: Manfred Kanther
January 26, 2023
Analyst Reports
Q4 2022 Alternatives Public Pension Summary
This report gives a detailed overview of the fourth quarter, 2022 alternative public pensions, including trends and comparisons to priors years. Inside, you'll find a breakdown of the top asset class...
Podcasts
Demystifying the Endowment Model with Matt DeAngelo of Drexel University
By: Andrew O'Shea
January 24, 2023
Podcasts
Demystifying the Endowment Model with Matt DeAngelo of Drexel University
Matt DeAngelo, Deputy Chief Investment Officer of Drexel University’s Endowment shares how he and his colleagues evaluate asset managers, approach due diligence meetings, and consider allocation...
blog
Q3 2022 ETF Sub-Asset Class Flow Trends
By: Manfred Kanther, Manager of Strategic Initiatives
January 19, 2023
blog
Q3 2022 ETF Sub-Asset Class Flow Trends
Our last 13F update we highlighted trends in alternative strategies in the ETF space as allocators have been seeking ways to lower their correlation to equities and fixed income through 2022 and Q3...
Podcasts
Targeting the Sub-Advisory Market with Greg Stumm of Resolute Investment Managers
By: Gui Costin
January 17, 2023
Podcasts
Targeting the Sub-Advisory Market with Greg Stumm of Resolute Investment Managers
Greg Stumm of Resolute Investment Managers shares his perspective on the firm’s investment process in the context of its multi-affiliate model. Greg guides our listeners through the sub-advisory...
blog
December 2022 Financial Advisor and RIA Moves and Acquisitions
By: Manfred Kanther, Manager of Strategic Initiatives
January 10, 2023
blog
December 2022 Financial Advisor and RIA Moves and Acquisitions
The last month of 2022 did not disappoint from an activity basis as many RIAs, FAs and acquisitions took place ahead of the FINRA holiday shutdown which occurred on December 22 through year end. As...
eBook
December 2022 Public Pension eBook
This eBook is a compilation of December's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.
blog
Dakota Live! Alts Call Public Pension Summary
By: Manfred Kanther, Manager of Strategic Initiatives
December 21, 2022
blog
Dakota Live! Alts Call Public Pension Summary
Summary of November public pension plan commitment summary points: This was the first time in a few months we saw yields decline across all fixed income sub sectors, especially credit sensitive areas...
Podcasts
Positioning for US Plan Sponsors with Russ Kamp
By: Dan DiDomenico
December 20, 2022
Podcasts
Positioning for US Plan Sponsors with Russ Kamp
Russ Kamp of Ryan ALM shares his more than forty years of investment advisory experience with US plan sponsors as he discusses the current pension landscape and how to position your investment...
blog
Q3 2022 13F Alternatives Insights
By: Manfred Kanther, Manager of Strategic Initiatives
December 15, 2022
blog
Q3 2022 13F Alternatives Insights
This year’s inflation and the response from central banks has been tough for many publicly investable markets, and a headwind for the standard 60/40 portfolio mix. This has increased the case for...
Podcasts
Mapping the Morningstar Process with Alyssa Stankiewicz
By: Anna Blumenfeld
December 13, 2022
Podcasts
Mapping the Morningstar Process with Alyssa Stankiewicz
Alyssa Stankiewicz of Morningstar shares her insights into the firm's manager research process and the key pillars of the Morningstar analyst rating.
eBook
November 2022 Public Pension eBook
This eBook is a compilation of November's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.
Podcasts
Bringing Perspective to Consulting with Alan Spatrick of Meketa
By: Tim Dolan
December 6, 2022
Podcasts
Bringing Perspective to Consulting with Alan Spatrick of Meketa
Alan Spatrick shares his forty-two years of investment consulting experience as he discusses the Meketa manager research process, the changes he's seen in the consultant space over the decades, and...
blog
The 7 Largest Allocations From Q3 Made to Hedge Fund of Funds
By: Manfred Kanther, Manager of Strategic Initiatives
December 5, 2022
blog
The 7 Largest Allocations From Q3 Made to Hedge Fund of Funds
One of the biggest challenges faced by alternative investment sales professionals within the fund of fund channel is knowing the underlying fund’s area of focus, and who to call on. As fund of funds...
blog
Q2 13F Trends: Equity Sub-Asset Flows
By: Manfred Kanther, Manager of Strategic Initiatives
November 30, 2022
blog
Q2 13F Trends: Equity Sub-Asset Flows
Capping off the 13F-flow trends we observed among allocators for the second quarter, even though equity market performance has been lagging, asset class flows have been telling us another story -...
eBook
Greg Dowling Dakota Live! Interview
An exclusive interview with Greg Dowling from Dakota Live! For Alternatives #58.
blog
Q3 13F ETF Product Trends
By: Manfred Kanther, Manager of Strategic Initiatives
November 28, 2022
blog
Q3 13F ETF Product Trends
With the 3rd quarter 13F filing window now closed, MarketPlace was tracking 3250 ETFs from 300 sponsors via the filings, which has grown from the close of Q2 when 3010 individual ETFs from 255...
blog
The Top Dakota Cocktails Investor Networking Conferences
By: Morgan Holycross, Content Marketing Associate
November 17, 2022
blog
The Top Dakota Cocktails Investor Networking Conferences
As an investment sales professional, you must attend conferences to meet with various advisors, consultants, and allocators to increase your touchpoints for raising capital. It can be a pain to...
blog
Interview: Dakota and Prodromos CEO to CEO Leadership
By: Morgan Holycross, Content Marketing Associate
November 16, 2022
blog
Interview: Dakota and Prodromos CEO to CEO Leadership
During this interview, Gui Costin sits down with Jim Stagnitta and JC Glick, the co-founders of Prodromos. These two individuals are truly some of the most innovative leaders as it relates to...
blog
The Top AIMSE Investor Networking Conferences
By: Morgan Holycross, Content Marketing Associate
November 15, 2022
blog
The Top AIMSE Investor Networking Conferences
As an investment sales professional, you must attend conferences to meet with various advisors, consultants, and allocators to increase your touchpoints for raising capital. It can be a pain to...
Podcasts
Understanding RIAs with Aldo Vultaggio, CIO
The third episode of the Dakota Live! Podcast features special guest Aldo Vultaggio, as he shares his manager research process, approach to sourcing alternative investments, current investment...
eBook
Lawrence Calcano Dakota Live! Interview
An exclusive interview with Lawrence Calcano from Dakota Live! Call #118.
blog
The 10 Most Frequently Asked Questions About Dakota Marketplace
By: Morgan Holycross, Content Marketing Associate
November 9, 2022
blog
The 10 Most Frequently Asked Questions About Dakota Marketplace
The greatest challenge a fundraiser faces day in and day out is knowing who to call on and being able to find accurate, up-to-date information for them to close their deals. At Dakota we face the...
blog
Investment Industry Conferences: 8 Tips to Maximize Your Experience
By: Amy Sariego, Director of Content Marketing
November 7, 2022
blog
Investment Industry Conferences: 8 Tips to Maximize Your Experience
If you’re looking ahead to next year — or even the next few months — and starting to plan your conference and travel schedule, it’s likely you already know how many industry conferences are out...
blog
Financial Advisor and RIA Moves Reported in the First Half of October
By: Manfred Kanther, Manager of Strategic Initiatives
November 3, 2022
blog
Financial Advisor and RIA Moves Reported in the First Half of October
During the first half of October LPL, Rockefeller and Cetera maintained their net asset leads for the years. That said, RIAs were the most active channel so far this month. Within the wires, the...
eBook
October 2022 Public Pension eBook
This eBook is a compilation of October's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.
Podcasts
Selling Asian Equities with Zlata Gleason of Indus Capital
By: Gui Costin
November 1, 2022
Podcasts
Selling Asian Equities with Zlata Gleason of Indus Capital
The second episode of the Dakota Live! Podcast features special guest Zlata Gleason, as she discusses her approach to selling equity strategies in the context of the sales process she's developed...
blog
The Benefits of Dakota Marketplace for Private Equity Firms
By: Amy Sariego, Director of Content Marketing
October 31, 2022
blog
The Benefits of Dakota Marketplace for Private Equity Firms
If you’re an investment salesperson, you already know that without a meeting, nothing is possible. But to get that meeting, several things need to happen, including: Knowing and understanding your...
eBook
John Tassone Dakota Live! Interview
An exclusive interview with John Tassone from Dakota Live! Call #117.
blog
Financial Advisor Moves and RIA Acquisitions Reported in the Second Half of September 2022
By: Manfred Kanther, Manager of Strategic Initiatives
October 26, 2022
blog
Financial Advisor Moves and RIA Acquisitions Reported in the Second Half of September 2022
The back half of September continued to see a high amount of movement within the wirehouse community as large upfront bonuses being offered by UBS were set to end at the end of the month and many...
blog
Q2 13F ETF Flow Comparison By Sub-Asset Class
By: Manfred Kanther, Manager of Strategic Initiatives
October 25, 2022
blog
Q2 13F ETF Flow Comparison By Sub-Asset Class
During Q2 the 13-F trends we saw from an asset class/sub asset class level were contrary to what the headline news would have led us to believed. Even with the volatility the fact that equities in...
Podcasts
Approaching OCIOs and Multi-Asset Businesses with Floyd Simpson of PFM Asset Management
By: Andrew O'Shea
October 25, 2022
Podcasts
Approaching OCIOs and Multi-Asset Businesses with Floyd Simpson of PFM Asset Management
The first episode of the Dakota Live! Podcast features special guest Floyd Simpson, as he discusses how he evaluates asset managers, approaches due diligence meetings, considers asset allocation...
blog
Top 5 Alternatives Conferences
By: Morgan Holycross, Content Marketing Associate
October 19, 2022
blog
Top 5 Alternatives Conferences
As an investment sales professional, you must attend conferences to meet with various advisors, consultants, and allocators to increase your touch points for raising capital. It can be a pain to...
eBook
William Kennedy Dakota Live! Interview
An exclusive interview with William Kennedy from Dakota Live! Call #116.
Analyst Reports
Q3 2022 Alternatives Public Pension Summary
By: Manfred Kanther
October 14, 2022
Analyst Reports
Q3 2022 Alternatives Public Pension Summary
This report gives a detailed overview of the third quarter, 2022 alternative public pensions, including trends and comparisons to priors years. Inside, you'll find a breakdown of the top asset class...
eBook
Matt Brundage Dakota Live! Interview
An exclusive interview with Matt Brundage from Dakota Live! Call #115.
blog
The Top 5 Private Real Estate Conferences
By: Morgan Holycross, Content Marketing Associate
October 7, 2022
blog
The Top 5 Private Real Estate Conferences
As an investment sales professional, you must attend conferences to meet with various advisors, consultants, and allocators to increase your touch points for raising capital. It can be a pain to...
eBook
Brad Long Dakota Live! Interview
An exclusive interview with Brad Long from Dakota Live! Call #113.
eBook
Ted Seides Dakota Live! Interview
An exclusive interview with Ted Seides from Dakota Live! Call #114.
blog
Q1-Q2 13F ETF Flow Summary
By: Manfred Kanther, Manager of Strategic Initiatives
October 5, 2022
blog
Q1-Q2 13F ETF Flow Summary
At the close of Q1, Marketplace was tracking 2,100 ETFs from 247 sponsors, and at the close of Q2 that has grown to over 3,010 ETFs from 255 sponsors which is the entire listed ETF universe. In...
eBook
September 2022 Public Pension eBook
This eBook is a compilation of September's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.
blog
Financial Advisor and RIA Acquisitions Reported in September 2022
By: Manfred Kanther, Manager of Strategic Initiatives
September 30, 2022
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Financial Advisor and RIA Acquisitions Reported in September 2022
With back to school and fall sports in full swing, teams, advisers and RIA‘s were just as busy with their activity. During this period we did not see as many purchases of RIA‘s as that cooled at bit...
blog
The Top 5 Questions Institutional Salespeople Are Asking About Fuse For Salesforce
By: Morgan Holycross, Content Marketing Associate
September 29, 2022
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The Top 5 Questions Institutional Salespeople Are Asking About Fuse For Salesforce
Manual copy and paste, multiple data sources, and stale data. To any institutional sales person, this should sound like a recipe for disaster. As an investment sales professional, if you understand...
blog
The Top 5 Long Only Equities Conferences
By: Morgan Holycross, Content Marketing Associate
September 27, 2022
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The Top 5 Long Only Equities Conferences
As an investment sales professional, you must attend conferences to meet with various advisors, consultants, and allocators to increase your touch points for raising capital. It can be a pain to...
blog
The Top 5 Hedge Fund Conferences
By: Amy Sariego, Director of Content Marketing
September 22, 2022
blog
The Top 5 Hedge Fund Conferences
Balancing your firm’s travel budget and the sheer number of investment industry conferences that are held every year — not to mention every month — can be a challenge. How do you make sure you’re...
blog
Dakota Live! Recap: Alternatives Pension Summary for June and July 2022
By: Manfred Kanther, Manager of Strategic Initiatives
September 21, 2022
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Dakota Live! Recap: Alternatives Pension Summary for June and July 2022
The saying “the more things change, the more they stay the same” hits the mark as pension allocators continue to put money to work in an environment where they are dealing with the same headlines...
blog
Dakota Marketplace: 8 Key Features to Get You Started
By: Amy Sariego, Director of Content Marketing
September 16, 2022
blog
Dakota Marketplace: 8 Key Features to Get You Started
If you’re a new Dakota Marketplace user, or you’re considering investing in the platform, you might be wondering where you should start. After all, Dakota Marketplace has over 10,000 accounts, 31,000...
eBook
August 2022 Public Pension eBook
This eBook is a compilation of August's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.
blog
Financial Advisor and RIA Acquisitions Reported 8/28 | Part 2
By: Manfred Kanther, Manager of Strategic Initiatives
September 9, 2022
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Financial Advisor and RIA Acquisitions Reported 8/28 | Part 2
Two departures from PlanMember Securities this month. Nuno Pereira who focuses on 401k and union pension clients, has joined Cetera with $340 M AUM based in Mount Olive, N.J. Lohnes Wealth...
blog
The Top 7 Private Equity Fund of Funds
By: Amy Sariego, Director of Content Marketing
September 6, 2022
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The Top 7 Private Equity Fund of Funds
One of the biggest challenges faced by alternative investment sales professionals within the fund of fund channel is knowing the underlying fund’s area of focus, and who to call on. As fund of funds...
blog
The Top 6 Hedge Fund of Funds
By: Manfred Kanther, Manager of Strategic Initiatives
September 1, 2022
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The Top 6 Hedge Fund of Funds
One of the biggest challenges faced by alternative investment sales professionals within the fund of fund channel is knowing the underlying fund’s area of focus, and who to call on. As fund of funds...
blog
Financial Advisor and RIA Acquisitions Reported the Week of August 28
By: Manfred Kanther, Manager of Strategic Initiatives
August 31, 2022
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Financial Advisor and RIA Acquisitions Reported the Week of August 28
With the markets calming down a bit during the last few weeks, we saw a resumption of RIA, advisor firm moves and mergers. Many of the RIA acquisitions continue to be backed by private equity...
blog
The Top 10 RIAs in Secondary Cities
By: Amy Sariego, Director of Content Marketing
August 24, 2022
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The Top 10 RIAs in Secondary Cities
Imagine it: your boss tells you you need to start doing outreach in the RIA channel because it's a large, untapped market for your firm. While it’s an exciting opportunity, it’s also overwhelming,...
blog
The 3 Benefits of Fuse for Salesforce
By: Morgan Holycross, Content Marketing Associate
August 17, 2022
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The 3 Benefits of Fuse for Salesforce
If you’re in the investment world, you know the importance of having a clean, up-to-date database for your firm. To increase efficiency of your sales team we understand you need visibility into your...
blog
2022 Mid-Year ETF Product Trends
By: Manfred Kanther, Manager of Strategic Initiatives
August 16, 2022
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2022 Mid-Year ETF Product Trends
While global markets experienced varying degrees of asset class returns in the first half of 2022, ETF managers were active across the board in launching new funds across multiple asset classes. We...
eBook
July 2022 Public Pension eBook
This eBook is a compilation of July's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.
blog
3 Things You Can Expect From Your Dakota Marketplace Membership
By: Amy Sariego, Director of Content Marketing
August 9, 2022
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3 Things You Can Expect From Your Dakota Marketplace Membership
If you're reading this article, you've likely either just signed your Marketplace contract, or you're considering becoming a Marketplace member. While it might be true that with most software...
blog
Financial Advisor and RIA Acqusitions Reported the Week of July 29
By: Manfred Kanther, Manager of Strategic Initiatives
August 4, 2022
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Financial Advisor and RIA Acqusitions Reported the Week of July 29
Barry Power and his team The Power Wealth Management Team (including Jr FA Ben Alsop and CSAs Brenna Kunin and Tami Shaw) joined Stifel Nicolaus outside of St Louis in Frontenac, MO with $420 M AUM. ...
eBook
June 2022 Public Pension eBook
This eBook is a compilation of June's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.
Analyst Reports
Dakota Manager Fee Update
Dakota has tracked and recorded fees paid data from over 954 reported fees from across all major asset and sub asset classes from 38 individual pension plans. For the first half of 2022, these were...
blog
The Top 10 Holders of Values ETFs
By: Manfred Kanther, Manager of Strategic Initiatives
July 27, 2022
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The Top 10 Holders of Values ETFs
Passive ownership of the S&P 500 has doubled in the past seven years, with 21% of market capitalization of the average company now in passive ETFs and funds. Yes, that means passive investors now...
eBook
Quarterly Webinar Procedures and Best Practices
In this eBook, you'll find the comprehensive steps you'll need to take to plan, host, and follow-up after a quarterly update webinar. The topics in this guide include: Scheduling Creating a Zoom...
eBook
Guide to RIAs and Video for Investment Firms
In this eBook, Gui Costin, author of Millennials Are Not Aliens, will discuss RIAs, including how to break into the channel and and some best practices. The second half of the eBook covers one of the...
blog
How to Host an Effective Quarterly Update Webinar for Your Investment Firm
By: Amy Sariego, Director of Content Marketing
July 21, 2022
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How to Host an Effective Quarterly Update Webinar for Your Investment Firm
As another quarter wraps up and another begins, many money managers are finalizing last quarter’s activity and starting to think about the best way to distribute it to their clients. This can be an...
blog
How Investment Sales Teams Can Use Social Media to Grow Their Business
By: Jeffrey Bozzi, Marketing Intern
July 14, 2022
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How Investment Sales Teams Can Use Social Media to Grow Their Business
Social media might not be the first thing investment sales people think of when talking about their business. However, its importance should not be overlooked. Investment sales teams can use their...
Analyst Reports
Q2 2022 Alternatives Public Pension Summary
By: Manfred Kanther
July 14, 2022
Analyst Reports
Q2 2022 Alternatives Public Pension Summary
This report gives a detailed overview of the second quarter, 2022 alternative public pensions, including trends and comparisons to priors years. Inside, you'll find a breakdown of the top asset class...
blog
The Top 10 Holders of Energy ETFs in 2022
By: Amy Sariego, Director of Content Marketing
June 30, 2022
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The Top 10 Holders of Energy ETFs in 2022
It was not that long ago in April 2020 when US crude oil had gone negative ( below $0) as the Covid shutdown caused us to run out of physical places to store crude. It became the “hot potato” of the...
blog
How to Use Custom Lists in Your CRM to Improve Sales Efficiency
By: Gui Costin, Founder, CEO
June 23, 2022
blog
How to Use Custom Lists in Your CRM to Improve Sales Efficiency
By now, if you’re a salesperson, you already know the importance of entering (clean, accurate) data into your CRM. Whether you’re using Salesforce, Hubspot, or something else entirely, in order to...
Video
Always Be Selling
The number one piece of sales advice is "always be selling" but is that really true in investment sales? In this video, Dakota CEO Gui Costin dives into the truth behind "always be selling."
eBook
The Top 100 RIAs in the United States (2022)
This eBook is a compilation of the top 10 RIAs in 10 cities across the Unites States. This is not meant to be a comprehensive list, but an overview of ten cities we think you'll find beneficial.
blog
The True Cost of Clean Investment Sales Data: A Breakdown
By: Amy Sariego, Director of Content Marketing
June 8, 2022
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The True Cost of Clean Investment Sales Data: A Breakdown
As a salesperson or a sales leader, you have one enemy greater than all the others. Sure, rejections are part of the job, but this is worse than a simple rejection. It’s something that stops you...
eBook
May Public Pension Meeting Notes
This eBook is a compilation of May's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.
blog
The Top 10 RIAs in Seattle
By: Amy Sariego, Director of Content Marketing
May 31, 2022
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The Top 10 RIAs in Seattle
If you're in investment sales, you likely already know that one of the biggest problems of selling to the RIA channel is the sheer size of it. The RIA market across the United States consists of...
blog
The Top 10 RIAs in Stamford
By: Amy Sariego, Director of Content Marketing
May 27, 2022
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The Top 10 RIAs in Stamford
If you're in investment sales, you likely already know that one of the biggest problems of selling to the RIA channel is the sheer size of it. The RIA market across the United States consists of...
blog
The Top 10 Owners of Bank Loan ETFs in 2022
By: Amy Sariego, Director of Content Marketing
May 19, 2022
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The Top 10 Owners of Bank Loan ETFs in 2022
The bond market has not had a consistent trend over the past year, which has created a challenging environment for allocators, leaving many asking, “what should I do with fixed income, duration,...
blog
The Top 10 RIAs in Houston
By: Amy Sariego, Director of Content Marketing
May 17, 2022
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The Top 10 RIAs in Houston
If you're in investment sales, you likely already know that one of the biggest problems of selling to the RIA channel is the sheer size of it. The RIA market across the United States consists of...
blog
The Top 10 RIAS in Detroit
By: Amy Sariego, Director of Content Marketing
May 16, 2022
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The Top 10 RIAS in Detroit
If you're in investment sales, you likely already know that one of the biggest problems of selling to the RIA channel is the sheer size of it. The RIA market across the United States consists of...
blog
The Top 10 RIAs in Baltimore
By: Amy Sariego, Director of Content Marketing
May 12, 2022
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The Top 10 RIAs in Baltimore
If you're in investment sales, you likely already know that one of the biggest problems of selling to the RIA channel is the sheer size of it. The RIA market across the United States consists of...
blog
The Top 10 RIAs in London
By: Amy Sariego, Director of Content Marketing
May 10, 2022
blog
The Top 10 RIAs in London
If you're in investment sales, you likely already know that one of the biggest problems of selling to the RIA channel is the sheer size of it. The RIA market across the United States consists of...
eBook
April Public Pension Meeting Notes
This eBook is a compilation of April's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.
blog
Top 10 RIAs in the Kansas City Metro Area
By: Amy Sariego, Director of Content Marketing
May 5, 2022
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Top 10 RIAs in the Kansas City Metro Area
If you're in investment sales, you likely already know that one of the biggest problems of selling to the RIA channel is the sheer size of it. The RIA market across the United States consists of...
Analyst Reports
Q1 2022 Alternatives Public Pension Summary
By: Manfred Kanther
May 3, 2022
Analyst Reports
Q1 2022 Alternatives Public Pension Summary
This report gives a detailed overview of the first quarter, 2022 alternative public pensions, including trends and comparisons to priors years. Inside, you'll find a breakdown of the top asset class...
blog
CRM Data Hygiene for Investment Firms: What is it and How Do You Maintain It?
By: Amy Sariego, Director of Content Marketing
April 22, 2022
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CRM Data Hygiene for Investment Firms: What is it and How Do You Maintain It?
If you are in the sales business in any industry, you already know that a CRM can be a double edged sword. It can —and should— be the number one sales tool that enables teams to drive business and...
blog
The 6 Best Salesforce Consultants for Investment Firms
By: Amy Sariego, Director of Content Marketing
April 14, 2022
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The 6 Best Salesforce Consultants for Investment Firms
Investing in a CRM is not a small undertaking. Ensuring that your Salesforce instance is set up in a way that sets your team up for success is critical from start to finish, and that’s before you...
blog
The Top 10 Owners of Commodities ETFs in 2022
By: Amy Sariego, Director of Content Marketing
April 14, 2022
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The Top 10 Owners of Commodities ETFs in 2022
“The cheapest time to buy insurance is when you don’t need it.” With inflation surging globally, commodities and their impact on the globe have been brought into the spotlight by the onset of...
blog
The Top 10 Owners of TIPS ETFs in 2022
By: Amy Sariego, Director of Content Marketing
April 6, 2022
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The Top 10 Owners of TIPS ETFs in 2022
Since the beginning of quantitative easing by global central banks, one of the major goals was to get reflation/inflation of wages, goods, and services across the economy. In order to be protected...
eBook
March Public Pension Meeting Notes
This eBook is a compilation of March's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.
blog
The 5 Best CRMs for RIA Firms in 2023
By: Morgan Holycross, Content Marketing Associate
April 5, 2022
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The 5 Best CRMs for RIA Firms in 2023
Have you ever found yourself scrambling, trying to remember who you met with last week, two weeks ago, even a month ago? You know you have to follow up, but you’re just not sure with whom. It’s a...
blog
The 3 Biggest Problems With Sales Contact Data
By: Amy Sariego, Director of Content Marketing
March 31, 2022
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The 3 Biggest Problems With Sales Contact Data
When you think about what it means to be successful in sales, plenty of things probably come to mind: persuasiveness, charm, personality, experience… The list goes on and on. A lot of people think...
blog
How to Sync Your Outlook Calendar With Salesforce
By: Amy Sariego, Director of Content Marketing
March 25, 2022
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How to Sync Your Outlook Calendar With Salesforce
As an investment salesperson, adding meetings to your calendar, Zoom, Salesforce, and other platforms can be tedious. Even though you know that it's also necessary so that you can follow-up...
Infographic
5 Reasons to Add Video to Your Investment Firm's Sales and Marketing Strategy
By: Amy Sariego
March 24, 2022
Infographic
5 Reasons to Add Video to Your Investment Firm's Sales and Marketing Strategy
5 reasons why your investment firm should be incorporating video into its sales and marketing strategy.
blog
How to Sync Your Google Calendar With Salesforce
By: Amy Sariego, Director of Content Marketing
March 23, 2022
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How to Sync Your Google Calendar With Salesforce
When you’re setting up meetings and booking calls, the last thing you want to do is add the same meeting to five different platforms. But, you also don’t want to miss entering those meetings on your...
blog
Is an Institutional Investor Database Worth the Investment in 2023?
By: Amy Sariego, Director of Content Marketing
March 11, 2022
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Is an Institutional Investor Database Worth the Investment in 2023?
A great institutional investor database can be hard to find. However in most cases, the price and overall value of that database is even harder to find. If you don’t know what you’re going to be...
Video
What is CRM Adoption and Why Does it Matter To Your Investment Sales Team?
By: Gui Costin
March 11, 2022
Video
What is CRM Adoption and Why Does it Matter To Your Investment Sales Team?
In this video, Dakota CEO and founder, Gui Costin, explains what CRM adoption is and why it matters for investment sales teams.
blog
6 Tips for Taking Your Video or Webinar Presentation to the Next Level
By: Amy Sariego, Director of Content Marketing
March 4, 2022
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6 Tips for Taking Your Video or Webinar Presentation to the Next Level
Even after two years on Zoom, we’ve all had moments where presenting or sharing on video has felt clunky. You’re likely already doing something you’re nervous about, with a “room” full of silent eyes...
Video
The Biggest Pain Points of Using a CRM
In this video, Gui Costin gives an overview of the major pain points most investment sales teams encounter when using a CRM, and how to overcome them.
eBook
February Public Pension Meeting Notes
This eBook is a compilation of February's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.
Video
The Critical Information Every Salesperson Needs in Their CRM
By: Gui Costin
February 25, 2022
Video
The Critical Information Every Salesperson Needs in Their CRM
In this video, Gui Costin gives an overview of the critical information every investment sales team should be capturing and updating within their CRM.
blog
RIA Database vs. Dakota Marketplace: Which is Right For You?
By: Morgan Holycross, Content Marketing Associate
February 24, 2022
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RIA Database vs. Dakota Marketplace: Which is Right For You?
It can be overwhelming to try and find the right institutional investor database for your business. Even a cursory search will show that there are dozens of databases to choose from, each promising...
Video
Who is Paradise for Salesforce a Fit For?
In this video, Gui Costin gives an overview of what types of sales teams can benefit from Dakota's Paradise for Salesforce App.
blog
5 Major Benefits of Logging Meetings in Your CRM
By: Amy Sariego, Director of Content Marketing
February 18, 2022
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5 Major Benefits of Logging Meetings in Your CRM
Have you struggled with getting your sales team embrace entering meeting details in your CRM? Or, have they entered the meetings, but not the meeting notes? If you answered yes to either of these...
blog
Money Market Directory vs. Dakota Marketplace: Which is Right For You?
By: Amy Sariego, Director of Content Marketing
February 17, 2022
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Money Market Directory vs. Dakota Marketplace: Which is Right For You?
It can be overwhelming to try and find the right institutional investor database for your business. Even a cursory search will show that there are dozens of databases to choose from, each promising...
blog
What Makes a Good Company Culture? How Dakota Sets Itself Apart
By: Amy Sariego, Director of Content Marketing
February 16, 2022
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What Makes a Good Company Culture? How Dakota Sets Itself Apart
If you’ve ever left a job or spent any time on LinkedIn, chances are you’ve probably heard that “people don’t leave bad jobs, they leave bad managers.” You know the posts, they’re usually in a...
blog
Discovery Data vs. Dakota Marketplace: Which is Right For You?
By: Amy Sariego, Director of Content Marketing
February 11, 2022
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Discovery Data vs. Dakota Marketplace: Which is Right For You?
It can be overwhelming to try and find the right institutional investor database for your business. Even a cursory search will show that there are dozens of databases to choose from, each promising...
blog
Top RIAs on the East Coast of Florida
One of the biggest problems when selling to the RIA (Registered Investment Adviser) marketplace is the sheer size of the channel. The RIA marketplace across the United States consists of over 36,000...
blog
The 2 Major Reasons CRMs Get a Bad Reputation (and How to Overcome Them)
By: Amy Sariego, Director of Content Marketing
February 9, 2022
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The 2 Major Reasons CRMs Get a Bad Reputation (and How to Overcome Them)
As an investment salesperson, you’re probably used to rolling your eyes when the word “CRM” is mentioned. We’ve all done it. CRMs have long since gotten a bad reputation within the industry....
eBook
January Public Pension Meeting Notes
This eBook is a compilation of January's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.
blog
Dakota Rainmaker: Which Sales Training Course is Right For You?
By: Amy Sariego, Director of Content Marketing
January 28, 2022
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Dakota Rainmaker: Which Sales Training Course is Right For You?
If you're new to any industry, you know how critical the first few months can be. You're trying to hit the ground running while learning everything you can about your new firm, and trying to make an...
Video
CRM Adoption for Investment Firms: An Overview With Gui Costin
By: Gui Costin
January 28, 2022
Video
CRM Adoption for Investment Firms: An Overview With Gui Costin
In this video, Dakota CEO Gui Costin answers some frequently asked questions about CRM Adoption for investment firms.
blog
5 Reasons to Adopt Salesforce as Your Investment Sales Team’s CRM
By: Amy Sariego, Director of Content Marketing
January 27, 2022
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5 Reasons to Adopt Salesforce as Your Investment Sales Team’s CRM
So, you need a CRM for your investment sales team. You want to capture leads, report on your pipeline, and ensure that you’re following up in a timely manner after meetings — this is a great thing....
blog
10 Surprising CRM Adoption Stats (and how to avoid becoming one of them)
By: Amy Sariego, Director of Content Marketing
January 21, 2022
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10 Surprising CRM Adoption Stats (and how to avoid becoming one of them)
As a salesperson, you’re probably already rolling your eyes at the title of this article. You’re tired of hearing about how important it is to enter data and meeting notes into your CRM. As a team of...
blog
Top 10 RIA Firms in the Austin Metro Area
By: Gui Costin, Founder, CEO
January 20, 2022
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Top 10 RIA Firms in the Austin Metro Area
If you're in investment sales, you likely already know that one of the biggest problems of selling to the RIA (Registered Investment Adviser) marketplace is the sheer size of it. The RIA market...
blog
Investment Industry Trends to Watch in 2022
By: Amy Sariego, Director of Content Marketing
January 19, 2022
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Investment Industry Trends to Watch in 2022
The start of a new year, especially one that marks the start of our third year of a pandemic, can be unpredictable. It’s safe to say that no one can quite predict what’s coming next with the...
eBook
The Ultimate Guide to Video for Investment Firms
Have you struggled to create truly meaningful videos in the past? Have you been told time and again that the world is moving to video? Are you just looking for a little guidance on how to get...
blog
Top 5 RIA Firms in San Antonio
If you're in investment sales, you likely already know that one of the biggest problems of selling to the RIA (Registered Investment Adviser) marketplace is the sheer size of it. The RIA market...
blog
Top 10 RIA Firms in the Charlotte Metro Area
By: Gui Costin, Founder, CEO
January 12, 2022
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Top 10 RIA Firms in the Charlotte Metro Area
If you're in investment sales, you likely already know that one of the biggest problems of selling to the RIA (Registered Investment Adviser) marketplace is the sheer size of it. The RIA market...
blog
Top 10 RIAs in the Milwaukee Metro Area
By: Gui Costin, Founder, CEO
January 11, 2022
blog
Top 10 RIAs in the Milwaukee Metro Area
If you're in investment sales, you likely already know that one of the biggest problems of selling to the RIA (Registered Investment Adviser) marketplace is the sheer size of it. The RIA market...
blog
Top 10 RIAs in the St. Louis Metro Area
If you're in investment sales, you likely already know that one of the biggest problems of selling to the RIA (Registered Investment Adviser) marketplace is the sheer size of it. The RIA market...
blog
Top 10 RIA Firms in the Cincinnati Metro Area
By: Gui Costin, Founder, CEO
January 6, 2022
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Top 10 RIA Firms in the Cincinnati Metro Area
If you're in investment sales, you likely already know that one of the biggest problems of selling to the RIA (Registered Investment Adviser) marketplace is the sheer size of it. The RIA market...
blog
Top 10 RIA Firms in the Minneapolis Metro Area
By: Gui Costin, Founder, CEO
January 5, 2022
blog
Top 10 RIA Firms in the Minneapolis Metro Area
If you're in investment sales, you already know that one of the biggest problems when selling to the RIA (Registered Investment Adviser) marketplace is the sheer size of the channel. The RIA market...
eBook
December Public Pension Meeting Notes
This eBook is a compilation of December's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.
eBook
The Investment Firm's Guide to CRM Adoption
Struggling to get your investment sales team to adopt a CRM? This eBook will give you the measurable steps you can take to ensure that your team implements and adopts a CRM.
blog
7 of the Best Salesforce Calendar Integrations to Keep Your Investment Sales Team Organized
By: Morgan Holycross, Content Marketing Associate
December 6, 2021
blog
7 of the Best Salesforce Calendar Integrations to Keep Your Investment Sales Team Organized
In investment sales, it’s all about getting meetings with new prospective clients and those that are clients of yours already. As you juggle several tasks a day, it’s critical to stay on top of your...
eBook
November Public Pension Meeting Notes
This eBook is a compilation of November's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.
blog
The 6 Things You Need to Know When Starting An Investment Sales Career
By: Morgan Holycross, Content Marketing Associate
November 30, 2021
blog
The 6 Things You Need to Know When Starting An Investment Sales Career
As individuals, we’ve been taught to react at face value and assume someone else has thought of all the implications. This is not true for the workplace, there’s a whole new set of expectations - to...
blog
Why Your Investment Sales Team is CRM-Resistant — And How to Change That
By: Amy Sariego, Director of Content Marketing
November 29, 2021
blog
Why Your Investment Sales Team is CRM-Resistant — And How to Change That
As an investment sales person, you’re probably tired of hearing that you have to keep your CRM data updated and fresh. We know you know this, and yet, it’s still the worst part of your day. As a...
blog
Investment Mandates: Which Will Keep You Up-to-Date? FINSearches, Mandate Wire, and Dakota Searches
By: Amy Sariego, Director of Content Marketing
November 22, 2021
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Investment Mandates: Which Will Keep You Up-to-Date? FINSearches, Mandate Wire, and Dakota Searches
Picture this: you learn about a new institutional investment search within your asset class. It looks like a great fit, but it’s already been posted for long enough that you’re scrambling to get...
blog
10 Salesforce Integration Apps to Improve Investment Sales Productivity
By: Amy Sariego, Director of Content Marketing
November 18, 2021
blog
10 Salesforce Integration Apps to Improve Investment Sales Productivity
If you're in investment sales, you already know how critical it is to keep your CRM updated. We know that for many of us, it's the lifeblood of the company, keeping you and your team on track and...
blog
How to Use City Scheduling For Investment Sales Success
By: Gui Costin, Founder, CEO
November 12, 2021
blog
How to Use City Scheduling For Investment Sales Success
If you're in investment sales, you already know that meetings are everything. In order to have success as an investment firm, you need to set up and get meetings. You're probably tired of hearing...
blog
5 of the Best Investment Sales Training Programs to Kick Off 2023
By: Amy Sariego, Director of Content Marketing
November 3, 2021
blog
5 of the Best Investment Sales Training Programs to Kick Off 2023
Think of the last time you started a new job. What was your training like? Did you have the resources you needed to hit the ground running? In most cases, no matter how diligent the firm, the answer...
eBook
October Public Pension Meeting Notes
This eBook is a compilation of October's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.
blog
3 Tips for Presenting to a Public Pension Board
By: Gui Costin, Founder, CEO
October 28, 2021
blog
3 Tips for Presenting to a Public Pension Board
Walking into a board meeting to pitch a final presentation to the public pension board can be intimidating to say the least. If you're in investment sales, you already know that almost no one looks...
blog
3 Ways to Establish a Growth Mindset Across Your Investment Sales Team
By: Amy Sariego, Director of Content Marketing
October 15, 2021
blog
3 Ways to Establish a Growth Mindset Across Your Investment Sales Team
If you’re in the investment sales industry, then you already know that getting a meeting, building a relationship, and getting a deal closed is no easy feat. In fact, you probably know without being...
blog
How to Write an Effective Investment Sales Email That Gets the Meeting
By: Amy Sariego, Director of Content Marketing
October 15, 2021
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How to Write an Effective Investment Sales Email That Gets the Meeting
Let’s start off with a little story about how crazy the investment business is as it's related to email. Here's the deal - if you raise money for a living, you know one thing is true as true can be:...
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Investment Mandates: What They are and How to Stay Updated on Them
By: Amy Sariego, Director of Content Marketing
October 8, 2021
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Investment Mandates: What They are and How to Stay Updated on Them
If you’re in the investment sales business, then you likely already know that staying up-to-date on a rapidly changing industry can feel like a constant, up-hill battle. There are plenty of resources...
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Dakota 2021 - Investment Trends Panel
By: Amy Sariego, Director of Content Marketing
October 7, 2021
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Dakota 2021 - Investment Trends Panel
If you missed the 2021 Dakota Conference (or you just want to revisit some of the great discussions that were had), don’t worry. In addition to full, streamable videos, we’re sharing the transcripts...
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The 3 Types of Metrics That Will Drive CRM Adoption Across Your Investment Sales Team
By: Amy Sariego, Director of Content Marketing
October 6, 2021
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The 3 Types of Metrics That Will Drive CRM Adoption Across Your Investment Sales Team
Picture this: it’s Monday morning and your boss is asking to review your activity reports for the last few weeks. You know you’ve made calls and held meetings — some of them have gone really well....
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Dakota 2021: Platform Panel Interview
By: Amy Sariego, Director of Content Marketing
October 1, 2021
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Dakota 2021: Platform Panel Interview
If you missed the 2021 Dakota Conference (or you just want to revisit some of the great discussions that were had), don’t worry. In addition to full, streamable videos, we’re sharing the transcripts...
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Dakota 2021: Blockchain Discussion with Dan Tapiero
By: Amy Sariego, Director of Content Marketing
October 1, 2021
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Dakota 2021: Blockchain Discussion with Dan Tapiero
If you missed the 2021 Dakota Conference (or you just want to revisit some of the great panels and discussions that were had), don’t worry. In addition to full, streamable videos, we’re sharing the...
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Dakota 2021: Fundraising Trends Post-COVID
By: Amy Sariego, Director of Content Marketing
October 1, 2021
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Dakota 2021: Fundraising Trends Post-COVID
If you missed the 2021 Dakota Conference (or you just want to revisit some of the great discussions that were had), don’t worry. In addition to full, streamable videos, we’re sharing the transcripts...
eBook
September Public Pension Meeting Notes
This eBook is a compilation of September's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.
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7 Common Mistakes Investment Salespeople Make — And How to Fix Them
By: Amy Sariego, Director of Content Marketing
September 24, 2021
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7 Common Mistakes Investment Salespeople Make — And How to Fix Them
If you’re in investment sales, you’re no doubt already familiar with the prolonged, high-stakes, high-pressure environment that is common within the industry. Whether you’re early in your career or a...
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The Top 13F Filing Databases: Whalewisdom vs. Opportunity Hunter vs. SEC-API
By: Amy Sariego, Director of Content Marketing
September 24, 2021
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The Top 13F Filing Databases: Whalewisdom vs. Opportunity Hunter vs. SEC-API
If you sell in the RIA channel, you already know that there are no shortage of firms to call on within the United States. However, you probably also know how difficult it is to determine which are...
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The 8 Best CRMs for Private Equity Firms
By: Amy Sariego, Director of Content Marketing
September 17, 2021
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The 8 Best CRMs for Private Equity Firms
Have you ever found yourself scrambling, trying to remember who you met with last week, two weeks ago, even a month ago? You know you have to follow up, but you’re just not sure with whom. It’s a...
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The 5 Best Email Platforms for Investment Firms
By: Amy Sariego, Director of Content Marketing
September 17, 2021
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The 5 Best Email Platforms for Investment Firms
We all spend a lot of our days sending emails. Now imagine if you had the tools to make that process more streamlined, faster, and easier to report on. It’s a great image, right? We think so, too. ...
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20+ Reasons to Start Your Career in SaaS Sales
By: Gui Costin, Founder, CEO
September 10, 2021
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20+ Reasons to Start Your Career in SaaS Sales
Graduating from — or even starting — college in an uncertain environment like the one we are currently in can be daunting. You might not know yet what you want to do after graduating, what to major...
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The Largest Public Pension Allocations to Private Equity by Consultant in 2021
By: Amy Sariego, Director of Content Marketing
September 9, 2021
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The Largest Public Pension Allocations to Private Equity by Consultant in 2021
Understanding where public pension funds are investing can be a huge piece of an investment salesperson’s day. However, we know that it can also be a very time consuming undertaking, given the sheer...
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The Largest Public Pension Allocations to Equities by Consultant in 2021
By: Amy Sariego, Director of Content Marketing
September 9, 2021
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The Largest Public Pension Allocations to Equities by Consultant in 2021
Understanding where public pension funds are making their investments can be a huge piece of an investment salesperson’s day. However, we know how time consuming this undertaking can be, especially...
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The Largest Public Pension Allocations to Private Real Estate by Consultant in 2021
By: Amy Sariego, Director of Content Marketing
September 2, 2021
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The Largest Public Pension Allocations to Private Real Estate by Consultant in 2021
Understanding where public pension funds are making their investments can be a huge piece of an investment salesperson’s day. However, it can also be a time consuming task, given the sheer number of...
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The Largest Public Pension Allocations to Private Credit by Consultant in 2021
By: Amy Sariego, Director of Content Marketing
September 2, 2021
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The Largest Public Pension Allocations to Private Credit by Consultant in 2021
As an investment salesperson, we know it’s incredibly important to know exactly where public pension funds are making their investments. However, we also know that keeping up with those details can...
eBook
August Public Pension Meeting Notes
This eBook is a compilation of August's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.
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The 9 Largest Public Pension Allocations to Hedge Funds in 2021
By: Amy Sariego, Director of Content Marketing
August 27, 2021
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The 9 Largest Public Pension Allocations to Hedge Funds in 2021
Staying up-to-date on where public pension funds are making their investments can be a critical part of an investment salesperson’s day to day. However, it can also be an incredibly time consuming...
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The 10 Largest Public Pension Allocations to Private Credit in 2021
By: Amy Sariego, Director of Content Marketing
August 27, 2021
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The 10 Largest Public Pension Allocations to Private Credit in 2021
Staying up-to-date on where public pension funds are making their investments can be a critical part of an investment salesperson’s day to day. However, it can also be an incredibly time consuming...
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The Top 10 Largest Public Pension Allocations to Private Real Estate of 2021
By: Amy Sariego, Director of Content Marketing
August 20, 2021
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The Top 10 Largest Public Pension Allocations to Private Real Estate of 2021
Staying up-to-date on where public pension funds are making their investments can be a critical part of an investment salesperson’s day to day. However, it can also be an incredibly time consuming...
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The Top 10 Largest Public Pension Allocations to Private Equity of 2021
By: Amy Sariego, Director of Content Marketing
August 20, 2021
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The Top 10 Largest Public Pension Allocations to Private Equity of 2021
Staying up-to-date on where public pension funds are making their investments can be a critical part of an investment salesperson’s day to day. However, it can also be an incredibly time consuming...
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How to Hire, Train, Lead, and Manage for Real Success in the RIA Channel
By: Amy Sariego, Director of Content Marketing
August 13, 2021
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How to Hire, Train, Lead, and Manage for Real Success in the RIA Channel
Have you ever felt like you should be raising money within the RIA channel, only to wonder whether or not it’s really worth the time and effort? Or worse, have you tried and failed to penetrate this...
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The Cost of Not Keeping Up-to-Date on Institutional Investment Mandates
By: Morgan Holycross, Content Marketing Associate
August 6, 2021
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The Cost of Not Keeping Up-to-Date on Institutional Investment Mandates
Let me paint you a picture I’m sure you’ve seen before: you’re sitting at your desk trying to look for updates on public pension funds. You’ve come across a few, but one needs an RFP that is due in...
eBook
July Public Pension Meeting Notes
This eBook is a compilation of July's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.
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7 Key Hiring Trends to Know About Post-Pandemic
By: Amy Sariego, Director of Content Marketing
July 30, 2021
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7 Key Hiring Trends to Know About Post-Pandemic
It’s no secret that since the world started returning to a new semblance of normal following the Coronavirus pandemic, there has been a distinct shortage of labor throughout the country. There are...
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A Step-by-Step Guide to Accessing Emerging Manager Programs at Public Pensions
By: Steve Aitken, Vice President, Institutional Sales
July 23, 2021
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A Step-by-Step Guide to Accessing Emerging Manager Programs at Public Pensions
It’s never easy launching a new strategy at a new firm, especially when approaching potential allocators. It can be overwhelming knowing who to call, doing the outreach, and following up. This is why...
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How to Post an Effective Investment Sales Job Using Dakota Jobs
By: Amy Sariego, Director of Content Marketing
July 21, 2021
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How to Post an Effective Investment Sales Job Using Dakota Jobs
Have you ever posted a job for your firm, only to have it take much, much longer than expected to fill the role? Have you hired someone who didn’t meet your firm’s expectations, or left in a...
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8 Things Every Investment Firm's Tech Stack Should Include
By: Amy Sariego, Director of Content Marketing
July 16, 2021
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8 Things Every Investment Firm's Tech Stack Should Include
If you work at an investment firm, you know that every meeting matters. What you do before, during, and after those meetings matters, though, too. In fact, at Dakota, we like to think that it’s the...
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Two Email Types Every Investment Firm Should Know About — And When to Use Them
By: Morgan Holycross, Content Marketing Associate
July 15, 2021
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Two Email Types Every Investment Firm Should Know About — And When to Use Them
If you’re a salesperson, you already know how important email is to getting a meeting. After all, nothing can happen without that initial meeting, so it’s critical that we are continually testing...
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7 Trends Driving Alternative Investments in RIAs and MFOs
By: Gui Costin, Founder, CEO
July 9, 2021
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7 Trends Driving Alternative Investments in RIAs and MFOs
If you’re in the Alternative investment industry and wonder if calling on the RIA channel is worth the effort, you’re not alone. Plenty of investment sales people have the same debate, and spend a...
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The One Golden Rule of Sales
By: Morgan Holycross, Content Marketing Associate
July 3, 2021
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The One Golden Rule of Sales
Sales has a million different components that lead to success. These can be anything from handling objections, product knowledge, active listening, among others. More than that, your strategy and...
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3 Ways to Increase CRM Adoption Across Your Sales Team
By: Morgan Holycross, Content Marketing Associate
July 1, 2021
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3 Ways to Increase CRM Adoption Across Your Sales Team
A CRM is one of the most important assets for any sales team because it houses all their leads and data. What matters is the information you put in, otherwise it’s just a container. Think of your CRM...
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3 of the Most Common Sales Myths Debunked
By: Morgan Holycross, Content Marketing Associate
June 28, 2021
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3 of the Most Common Sales Myths Debunked
Another day goes by with minimal meetings set up for the future. You and your sales team are wondering what’s going on — maybe it’s something to do with the market or just something in the air. If...
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How to Bring Your Investment Firm's Story to Life
By: Amy Sariego, Director of Content Marketing
June 25, 2021
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How to Bring Your Investment Firm's Story to Life
In investment sales, there’s a huge focus on getting the meeting, often at the expense of crafting a strong pitch. That oversight represents a critical misstep. Anytime you make a pitch, there’s a...
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What is TAM and How Does It Relate to Sales?
By: Amy Sariego, Director of Content Marketing
June 18, 2021
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What is TAM and How Does It Relate to Sales?
If you’re a salesperson, you already know exactly how important it is to always have a pool of leads to pull from and pitch to. It’s what makes your job possible. But having and calling on those...
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7 Things Every Investment Sales Person Should Do Before a Meeting
By: Morgan Holycross, Content Marketing Associate
June 11, 2021
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7 Things Every Investment Sales Person Should Do Before a Meeting
Setting up meetings is the first step in the process to raising money. After all, no sale can happen without that meeting. As an investment sales person, you already know that getting a meeting can...
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5 Reasons Your Investment Sales Emails Aren’t Getting Read — And How to Fix It
By: Amy Sariego, Director of Content Marketing
June 10, 2021
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5 Reasons Your Investment Sales Emails Aren’t Getting Read — And How to Fix It
As the world slowly opens back up and more in-person meetings are being set, it’s important to know how to ask for those meetings. To do that, you’ll have to send an email that not only gets opened,...
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Public Pension Fund Investment Strategy: 3 Tips to Know Before Calling
By: Amy Sariego, Director of Content Marketing
April 8, 2021
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Public Pension Fund Investment Strategy: 3 Tips to Know Before Calling
Building relationships with public pension funds can be a difficult undertaking. The space is so broad, and contains so many decision makers at every level, from government organizations to outside...
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6 Leading RIAs in the Pittsburgh Metro Area
By: Amy Sariego, Director of Content Marketing
March 29, 2021
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6 Leading RIAs in the Pittsburgh Metro Area
One of the biggest problems when selling to the RIA channel is the size of the market — it can be overwhelming trying to penetrate a channel this size. The RIA marketplace across the United States...
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How to Get Started as an Emerging Manager [Video]
By: Amy Sariego, Director of Content Marketing
March 29, 2021
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How to Get Started as an Emerging Manager [Video]
In any field, starting something new can be daunting. If you’re here, you no doubt know the level of uncertainty that comes with the process of creating an investment strategy. At Dakota, we’ve been...
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Creating Videos Of Your Portfolio Managers: 3 Tips For Videos Your Sales Team Will Actually Use
By: Amy Sariego, Director of Content Marketing
March 19, 2021
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Creating Videos Of Your Portfolio Managers: 3 Tips For Videos Your Sales Team Will Actually Use
In a world without in-person meetings, you’ve likely already been told how important it is to incorporate video into your sales and marketing strategies. And while it’s true that video is key to...
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How to Use Salesforce to Create a Killer Follow-Up System
By: Amy Sariego, Director of Content Marketing
March 17, 2021
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How to Use Salesforce to Create a Killer Follow-Up System
If you’ve ever found yourself staring down a pipeline of prospects, unsure what to do next or who to follow up with, you’re not alone. In fact, a lot of salespeople find themselves more than prepared...
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Investment Data Solutions: Which is Right For Your Firm?
By: Amy Sariego, Director of Content Marketing
March 5, 2021
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Investment Data Solutions: Which is Right For Your Firm?
If you’re in the investment industry, you know how hard it can be to trust a database that promises to do it all: provide clean data, ensure you have new leads, and update the accounts and contact...
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What is Fuse for Salesforce? The Benefits of an All-in-One Data Solution
By: Amy Sariego, Director of Content Marketing
February 26, 2021
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What is Fuse for Salesforce? The Benefits of an All-in-One Data Solution
If you’ve ever looked at your CRM or your database of accounts and contacts and felt overwhelmed by the amount of outdated or stale data within it, you’re not alone. Data gets outdated quickly in...
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The Top 5 Resources for Investment Sales Professionals
By: Amy Sariego, Director of Content Marketing
February 19, 2021
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The Top 5 Resources for Investment Sales Professionals
These days, we’re all trying to maximize our time and become the best, most efficient versions of ourselves. With to-do lists that only seem to get longer, and the days blurring together, it’s not...
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3 Tips for Following Up After an Institutional Investor Meeting
By: Gui Costin, Founder, CEO
February 5, 2021
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3 Tips for Following Up After an Institutional Investor Meeting
Picture this: you’re leaving a meeting with an institutional investor after doing outreach for months, and planning for the meeting itself for hours. The pitch went well, and they seem interested,...
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The 3 Key Benefits of Joining the Dakota Live! Call
By: Gui Costin, Founder, CEO
February 2, 2021
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The 3 Key Benefits of Joining the Dakota Live! Call
If you’re an investment salesperson, you likely have one primary goal: finding the right people to call on so that you can raise more capital. We know because we’re out there doing this too. We know...
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How to Host a Quarterly Webinar for Asset Managers
By: Dan DiDomenico, President
January 28, 2021
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How to Host a Quarterly Webinar for Asset Managers
If you’re an asset manager, you already know how quickly January turns to March, signaling the end of another quarter, and with it, the need to report on your quarterly performance. If you find...
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5 Steps for Beginning Emerging Managers
By: Tim Dolan, Vice President, Institutional Sales
January 26, 2021
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5 Steps for Beginning Emerging Managers
In any field, starting something new can be daunting. If you’re reading this, you no doubt know the level of uncertainty that comes with the process of creating an investment strategy. Networking,...
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A Guide to Video for Investment Firms
If you’re struggling to build relationships and get your strategy in front of the right people without hours of Zoom calls and meetings, you’re not alone. As we approach the one year mark of life in...
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Choosing the Right Institutional Investor Database: 4 Key Considerations
By: Rob Robertson, Chief Revenue Officer
January 13, 2021
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Choosing the Right Institutional Investor Database: 4 Key Considerations
If you’re constantly scrambling to find people — the right people — to call on and set meetings with, you’re not alone. We’ve all felt the pressure to ramp up outreach and calls and close more...
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The Best Institutional Investor Databases of 2021
By: Gui Costin, Founder, CEO
January 8, 2021
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The Best Institutional Investor Databases of 2021
With the start of a new year comes the promise of new goals, new plans, and starting all over again on meeting quotas and closing deals with your firm. It’s as daunting as it is exciting. Here at...
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Top 10 Institutional Asset Allocation Trends to Watch in 2021
By: Amy Sariego, Director of Content Marketing
January 6, 2021
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Top 10 Institutional Asset Allocation Trends to Watch in 2021
With the new year underway and the return to business complete, you’re no doubt feeling the pressure to increase this, enhance that, and better yourself and your business in every possible way. It...
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The Top 10 Consultants to Watch in 2021
By: Gui Costin, Founder, CEO
December 18, 2020
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The Top 10 Consultants to Watch in 2021
At Dakota, we’ve been raising capital since 2006, and have raised over $30 billion dollars over the last fourteen years. In that time we’ve also established Dakota Marketplace, a database of accounts...
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14 Questions to Ask Before You Buy an Institutional Investor Database
By: Amy Sariego, Director of Content Marketing
December 17, 2020
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14 Questions to Ask Before You Buy an Institutional Investor Database
Imagine finding the perfect piece of software that will totally transform how you and your team do business. Whether it’s a CRM, a new institutional investor database, or something else entirely, you...
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The 10 Public Pension Funds to Watch in 2021
By: Gui Costin, Founder, CEO
December 11, 2020
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The 10 Public Pension Funds to Watch in 2021
It might seem like public pensions are a thing of the past given the general declining use of pensions as a retirement vehicle. However, public pension plans remain one of the most important and...
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4 Common Institutional Investor Database Myths
By: Amy Sariego, Director of Content Marketing
December 10, 2020
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4 Common Institutional Investor Database Myths
Have you ever sat down to start your day, only to find your inbox flooded with other salespeople offering to sell you a “database” of accounts and contacts? If the answer is yes, we can guarantee...
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The Top Fund of Funds to Watch in 2021
We know that one one of the biggest challenges faced by alternative investment sales professionals within the fund of fund channel is knowing the underlying fund’s area of focus, and who to call on. ...
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In-house vs. Outsourced Data Management: Which is Right for You?
By: Gui Costin, Founder, CEO
December 3, 2020
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In-house vs. Outsourced Data Management: Which is Right for You?
Did you know that 65% of people's job titles change every year? That number is staggering, but if you’re an investment sales professional, it probably doesn't come as too much of a surprise to you....
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How to Build Community Through World Class Virtual Events in 2021
By: Amy Sariego, Director of Content Marketing
November 20, 2020
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How to Build Community Through World Class Virtual Events in 2021
What does an 85,000 word work of Harry Potter fanfiction, a man obsessed with The Grateful Dead, and the investment industry have in common? On the surface? Nothing. In practice? They all have the...
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CRM vs. Institutional Investor Databases: Why You Need Both
By: Gui Costin, Founder, CEO
November 19, 2020
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CRM vs. Institutional Investor Databases: Why You Need Both
Is this a familiar scene? It’s a Monday morning and time to start your outreach for the week. To be successful this week you need to get started setting up meetings and making calls right away. Then...
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How to Overcome the Challenges of the RIA Channel
By: Gui Costin, Founder, CEO
November 13, 2020
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How to Overcome the Challenges of the RIA Channel
We know that as an investment sales professional, the RIA Channel is one of the most dynamic and exciting channels to sell your investment strategy to — however, it’s also one of the most...
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5 Benefits of Adding an Additional Marketplace User
By: Anna Walsh, Head of Membership Services
November 11, 2020
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5 Benefits of Adding an Additional Marketplace User
If you’re a Marketplace member, chances are you already know the benefits that come from a Marketplace subscription. If you’re not a Marketplace member, well, don’t take our word for it — in a...
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How Much Does Dakota Marketplace Cost?
Institutional databases come in a variety of functionalities and channel specialties, and, of course, a variety of costs. It can be overwhelming to decide how much you should spend, and harder to...
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The Not-So-Hidden Cost of Inaccurate and Incomplete Investment Industry Data
By: Amy Sariego, Director of Content Marketing
October 27, 2020
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The Not-So-Hidden Cost of Inaccurate and Incomplete Investment Industry Data
Did you know that 62% of organizations rely on marketing and prospect data that’s up to 40% inaccurate? Or that 65% of people’s titles and/or job function change annually? It seems daunting, right?...
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Top 100 RIA Firms 2020
By: Tim Dolan, Vice President, Institutional Sales
October 24, 2020
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Top 100 RIA Firms 2020
The RIA Channel is one of the most dynamic channels to cover and call on for an investment sales professional. However, there are two problems that we face when selling to RIAs: The first is “Where...
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3 Benefits of an Institutional Investor Database
By: Rob Robertson, Chief Revenue Officer
October 23, 2020
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3 Benefits of an Institutional Investor Database
Imagine you’re a salesperson, facing the pressure that comes with finding the right industry contacts to call on. Whether you’re working to meet a quota or raise a certain amount in assets, one thing...
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Dakota Marketplace: What to Expect From Your Subscription
By: Anna Walsh, Head of Membership Services
October 20, 2020
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Dakota Marketplace: What to Expect From Your Subscription
We know that choosing an institutional investor database is a big decision. We also know that for many people within the investment industry, “database” is often considered a dirty word, associated...
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The 44 Most Common ESG, D&I, and Pandemic RFP Questions
By: Tracy Rogers, Chief Administrative Officer
October 20, 2020
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The 44 Most Common ESG, D&I, and Pandemic RFP Questions
ESG, Diversity and Inclusion, and how your firm is handling operations during the current pandemic are all becoming very hot topics on RFP questionnaires. The heightened awareness of these issues are...
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5 Tips for Sales Success Without Conferences and Travel
By: Dan DiDomenico, President
October 14, 2020
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5 Tips for Sales Success Without Conferences and Travel
It feels unnecessary to still be saying that we’re in “unprecedented times” when we’ve been in this “new normal” for over six months now, and most of us have established new routines, new goals, and...
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Two Sales Tools That Help Streamline Meetings
By: Nick Butz, Account Executive
October 13, 2020
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Two Sales Tools That Help Streamline Meetings
Imagine the end of a successful day; you’ve done the work, built the relationship, and landed a meeting with a prospect. This is great news, and a great opportunity for you to grow your client base...
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Institutional Investor Databases: Common Contract FAQ's
By: Tim Brown, Chief Financial Officer
October 7, 2020
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Institutional Investor Databases: Common Contract FAQ's
As Dakota Marketplace continues to grow and bring on more subscribers and clients, there are a few questions we receive about the product and corresponding contract that pop up time and time again....
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3 Email Tips that Drive Engagement and Help Land Meetings
By: Dan DiDomenico, President
October 5, 2020
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3 Email Tips that Drive Engagement and Help Land Meetings
More than ever, people are relying on digital communication to meet and connect with clients and prospects. Since we can’t always meet face to face, email has become more important than ever when it...
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Top 10 RIA Firms in the Washington, D.C. Metro Area
By: Tim Dolan, Vice President, Institutional Sales
October 1, 2020
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Top 10 RIA Firms in the Washington, D.C. Metro Area
One of the biggest problems when selling to the RIA (Registered Investment Adviser) marketplace is the sheer size of the channel. The RIA marketplace across the United States consists of over 36,000...
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Top 10 RIA Firms in the Philadelphia Metro Area
By: Tim Dolan, Vice President, Institutional Sales
October 1, 2020
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Top 10 RIA Firms in the Philadelphia Metro Area
One of the biggest problems when selling to the RIA (Registered Investment Adviser) marketplace is the sheer size of the channel. The RIA marketplace across the United States consists of over 36,000...
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Top 10 RIA Firms in the Dallas Metro Area
By: Tim Dolan, Vice President, Institutional Sales
October 1, 2020
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Top 10 RIA Firms in the Dallas Metro Area
One of the biggest problems when selling to the RIA (Registered Investment Adviser) marketplace is the sheer size of the channel. The RIA marketplace across the United States consists of over 36,000...
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Top 10 RIA Firms in the San Francisco Metro Area
By: Tim Dolan, Vice President, Institutional Sales
October 1, 2020
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Top 10 RIA Firms in the San Francisco Metro Area
One of the biggest problems when selling to the RIA (Registered Investment Adviser) marketplace is the sheer size of the channel. The RIA marketplace across the United States consists of over 36,000...
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Top 10 RIA Firms in the Los Angeles Metro Area
By: Tim Dolan, Vice President, Institutional Sales
October 1, 2020
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Top 10 RIA Firms in the Los Angeles Metro Area
One of the biggest problems when selling to the RIA (Registered Investment Adviser) marketplace is the sheer size of the channel. The RIA marketplace across the United States consists of over 36,000...
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Top 10 RIA Firms in the Denver Metro Area
By: Tim Dolan, Vice President, Institutional Sales
October 1, 2020
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Top 10 RIA Firms in the Denver Metro Area
One of the biggest problems when selling to the RIA (Registered Investment Adviser) marketplace is the sheer size of the channel. The RIA marketplace across the United States consists of over 36,000...
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Top 10 RIA Firms in the Atlanta Metro Area
By: Tim Dolan, Vice President, Institutional Sales
October 1, 2020
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Top 10 RIA Firms in the Atlanta Metro Area
One of the biggest problems when selling to the RIA (Registered Investment Adviser) marketplace is the sheer size of the channel. The RIA marketplace across the United States consists of over 36,000...
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Top 10 Leading RIAs in the Chicago Metro Area
By: Tim Dolan, Vice President, Institutional Sales
October 1, 2020
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Top 10 Leading RIAs in the Chicago Metro Area
One of the biggest problems when selling to the RIA (Registered Investment Adviser) marketplace is the sheer size of the channel. The RIA marketplace across the United States consists of over 36,000...
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Top 10 RIA Firms in the New York Metro Area
By: Tim Dolan, Vice President, Institutional Sales
October 1, 2020
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Top 10 RIA Firms in the New York Metro Area
One of the biggest problems when selling to the RIA (Registered Investment Adviser) marketplace is the sheer size of the channel. The RIA marketplace across the United States consists of over 36,000...
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Institutional Investor Data: 3 Best Tools to Keep It Up-to-Date
By: Tim Mitchell, Director of IT
September 30, 2020
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Institutional Investor Data: 3 Best Tools to Keep It Up-to-Date
A problem that a lot of sales professionals in the financial services industry face is an exceedingly high turnover rate. People typically remain within the industry, leaving one firm for another...
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How Does An Institutional Investment Firm Benefit From a CRM?
By: Gui Costin, Founder, CEO
September 24, 2020
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How Does An Institutional Investment Firm Benefit From a CRM?
A CRM is far more than a database of accounts and contacts, but most people confuse the true purpose of a CRM. While it’s nice to have salespeople adopt it, upload call notes, and capture their email...
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How to Launch a Mutual Fund: 5 Questions to Ask Before You Act
By: Gui Costin, Founder, CEO
September 23, 2020
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How to Launch a Mutual Fund: 5 Questions to Ask Before You Act
If you’re considering launching a mutual fund, there is a lot to work through before you take any initial steps. First, ask yourself: why do you want to launch the fund? A mutual fund is one separate...
blog
Top 10 RIA Firms in the Boston Metro Area
By: Tim Dolan, Vice President, Institutional Sales
September 22, 2020
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Top 10 RIA Firms in the Boston Metro Area
One of the biggest problems when selling to the RIA (Registered Investment Adviser) marketplace is the sheer size of the channel. The RIA marketplace across the United States consists of over 36,000...
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How to Plan a Live Event or Webinar: 4 Tips for Success
By: Cole Berman, Renewal Director
September 16, 2020
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How to Plan a Live Event or Webinar: 4 Tips for Success
We have been fortunate at Dakota to host many events, including three conferences, and numerous virtual panels – all of them live. This means that once the recording button is pressed, there’s no...
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Starting an RFP? These Are the Top 80 Questions You Need to Answer
By: Tracy Rogers, Chief Administrative Officer
September 14, 2020
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Starting an RFP? These Are the Top 80 Questions You Need to Answer
Most investment management companies that exist today consider a Request for Proposal (RFP) the foundation of their due diligence process when researching an investment strategy. Investing time in...