Whether you’re traveling for a conference, meetings, or a quick overnight trip, having reliable go-to spots in a city can make all the difference.
At Dakota, we’ve spent years on the road meeting with allocators, industry professionals, and investment managers across the country and around the world. Along the way, we’ve learned firsthand which hotels, restaurants, and coffee shops consistently deliver. The ones that turn a business trip into a productive, enjoyable experience.
That’s why we created Dakota Recommends. The insider list for business travel exclusive to Dakota Marketplace Members, or with a subscription.
Built by executive business travelers for executive business travel, it’s a curated collection of hotels, restaurants, coffee shops, and event spaces designed for professionals who expect more from every trip.
Unlike tourist guides, it’s built for business. Every spot is Dakota Verified, tested by the same team behind Dakota Marketplace and trusted by thousands of firms.
Now live inside Dakota Marketplace, Dakota Recommends includes more than 1,000 verified locations across 25+ U.S. cities, London, and Paris. Each listing features “Dakota Must Trys”... our insider dishes and experiences our team swears by.
New York City
As the global epicenter of finance, the New York City Metro Area remains one of the most critical markets for investment sales professionals navigating institutional and professional allocator channels. The concentration of capital in NYC is unmatched, dense, diverse, and highly engaged, making it a must-cover region for any team focused on raising assets across public and private markets.
NYC houses an extensive mix of multi-family offices, RIAs, broker-dealer research teams, institutional consultants, insurers, pensions, and endowments, all operating within a compact geographic footprint. The area is home to more than 150 qualified MFOs and RIAs, led by firms like Silvercrest and BBR Partners, both known for sophisticated manager research and active external manager selection. NYC also hosts the largest mutual fund allocator in the world, J.P. Morgan Private Bank, a central player for many managers targeting high-net-worth and ultra-high-net-worth platforms.
Across the wirehouses, nearly all key due diligence analysts from Morgan Stanley, Merrill Lynch, and UBS sit in New York, alongside independent broker-dealer research teams such as Oppenheimer. Analysts from major banks, including Wells Fargo and Truist, also maintain a presence in NYC even when their centralized research functions are located elsewhere, making the city an essential stop for manager due-diligence coverage.
From an institutional standpoint, NYC is equally robust. The market includes four Graystone teams, more than 40 institutional consultants, and a broad ecosystem of foundations and endowments that regularly allocate to active managers. Notable examples include the New York City Employees Retirement System and Columbia University Endowment, both of which anchor the region’s institutional allocator landscape.
The insurance channel is well represented, with MetLife Investments (Brighthouse) and Travelers active in sub-advisory and corporate pension mandates. Together, these groups help make NYC one of the deepest pools of institutional capital in the world.
For investment professionals, New York is a market where meaningful engagement is always possible. A single trip can include touchpoints across UHNW platforms, consultants, insurers, pensions, and endowments, all within minutes of one another.
That’s why Dakota Recommends now highlights New York City inside Dakota Marketplace, curating the hotels, restaurants, coffee shops, and event venues our team relies on when meeting allocators and building lasting relationships across the Metro Area.
New York City Inside Dakota Marketplace:
- 20 hotels selected for accessibility, professionalism, and dependable service across Manhattan
- 50 restaurants ideal for investor lunches, client dinners, and post-meeting conversations
- 12 event spaces suited for receptions, private dinners, and allocator networking
- 27 coffee shops perfect for informal check-ins and quick mid-day meetings
Each location meets the Dakota standard: elevated, professional, and proven; not crowdsourced. These are the same venues our team trusts when connecting with the institutional capital that makes New York City a powerhouse on the global allocator map.
Dakota Recommends
Dakota Recommends isn’t just a list, it’s a toolkit for business travelers. These are the places that have helped us at Dakota deliver successful meetings, memorable events, and efficient trips time and time again.
When you're traveling for work, trust the spots we've already vetted. You’ll find them all in Dakota Marketplace, organized by metro area, ready to support your goals on the road. We've also incorporated "Dakota Must Trys" under each place listed!
Whether you're planning your next trip or refining your meeting strategy, book a demo of Dakota Marketplace to explore the people and places that keep our team coming back.
