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of Dakota Live!

A live event connecting investment salespeople with leading allocators.

You deserve an institutional investor database that connects you with the right allocators, not one that wastes your time on dead ends.

Access In-Depth Information

Learn each allocator’s current needs, the details of their platform, key analysts, and their outlook on the industry.

Exclusive Industry Insights

Stay up to date on industry trends from the people who are out there living it every day, and leave every call with a fresh perspective.

A Complete Overview a Major Metro Area

Each week, we'll provide insights on the firms you need to know about in a major city, making your travel planning easier than ever.

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01

Interview

An interview with a leading allocator (CIO, Director of Research)

02

Profile

A profile of the institutional investors in a city (Boston, NYC)

03

Deep analysis

A deep analysis of two key accounts

04

Call Notes

An overview of call notes, searches, personnel changes, and new RIAs found

Allocators who have joined the Dakota Live! Call

Our guest allocators represent firms of all sizes, and have included speakers from RIAs, banks, and insurance companies.

During each interview, you’ll learn each allocator’s current needs, the details of their platform, key analysts, and their outlook on the industry.

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Lisa Erikson

Senior Researcher

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RJ Smolenski

Director of Management Research

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Jack Ablin

CIO

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Nicole Cramer

Senior Researcher

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Dakota Live!