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Dakota Marketplace tracks over 1,000 upcoming conferences this year. Six stand out for fund managers building a Q3 travel calendar, spanning four U.S. cities, Dallas, New York, Newport Beach, and Minneapolis, and covering emerging managers, family offices, private wealth, and institutional allocator forums. Five of the six land between September 14 and 25.
Below are the quarter's most relevant events for fund managers raising capital, ordered by date.
September 1-2, 2026 | Dallas, TX
Two-day emerging manager/LP conference focused on curated relationship-building, speed-networking, panels, and cocktail receptions. The Beyond Buyouts event covers emerging managers beyond traditional control buyouts, including growth equity, private credit, public equities, real assets, and venture capital.
Format: In Person | Audience: Emerging Managers Cost: Pre-Conference and Welcome Receptions $20,000 each; Day One and Day Two Luncheons $15,000 each; Lanyards (Limited Partner or Emerging Manager tier) $10,000 each
September 1416, 2026 | Dallas, TX
Invitation-only summit connecting private wealth investors, family-office leaders, fund managers, and consultants to discuss portfolio construction, alternatives, market risks, manager selection, innovation, and long-term wealth strategy through meetings and networking.
Format: In Person | Audience: Allocators Cost: TBD
September 15-16, 2026 | New York, NY
Connects family offices, institutional investors, fund sponsors, deal sponsors, and executives for market insights, investment discussions, capital introductions, and hybrid networking opportunities.
Format: Hybrid | Audience: Allocators Cost: Free Zoom registration; $300 family-office/institutional-investor hybrid pass; $900 non-family-office one-day pass; $1,500 non-family-office two-day pass
Halfway through your Q3 calendar? Dakota Marketplace tracks every conference on this list, plus registration links, cost, and location, all in one place. Book a demo to see full conference coverage.
September 17, 2026 | New York, NY
Convenes senior real estate finance and operations leaders for capital markets insights, fund administration, reporting, technology, risk management, networking, and CPE-eligible education sessions.
Format: In Person | Audience: Executive Leaders Cost: $2,599 standard registration (early bird pricing closed July 17, 2026); free for eligible CFOs/COOs
September 22-25, 2026 | Newport Beach, CA
The Investment Diversity Advisory Council's global summit convenes investment leaders, allocators, consultants, and financial services firms to advance talent maximization, inclusive capital access, manager engagement, and industry collaboration.
Format: In Person | Audience: Executive Leaders Cost: iDAC Member $2,500 early bird / $2,800 standard; Consultant Member $150 early bird / $200 standard; Small Firm Member $1,250 early bird / $1,400 standard; Non-Member rates $750-$4,000
September 23, 2026 | Minneapolis, MN
Closed-door, invitation-only forum convening regional institutional investors, allocators, consultants, and asset managers for discussions on asset allocation, public markets, alternatives, credit, private markets, and macroeconomic trends.
Format: In Person | Audience: Allocators Cost: TBD
Five of these six events land between September 14 and 25, and two pairs overlap directly. A few filters worth applying before committing budget:
Separate emerging manager access events from broad allocator forums. McGuireWoods' Beyond Buyouts is built around emerging manager relationship-building across asset classes, private credit included. The Private Wealth Management Summit, the Great Plains Institutional Forum, and the IVYFON Family Office Outlook Forum are broader institutional and family-office forums where private credit is one topic among several, not the focus. Real Estate CFO & COO East is a real estate finance and operations conference for CFOs and COOs, not a capital-raising event; weigh whether it earns a travel slot on that basis.
Account for the September 15-16 overlap. The Private Wealth Management Summit (Dallas) and the IVYFON Family Office Outlook Forum (New York) run the same two days in different cities. Firms without teams in both markets will need to choose.
Consider the New York back-to-back. IVYFON (September 15-16) and Real Estate CFO & COO East (September 17) both run in New York on consecutive days, so a single NYC trip can cover both if both are relevant to your team.
Watch the September 22-25 window. The iDAC Global Summit's four-day run in Newport Beach fully overlaps the Great Plains Institutional Forum's single day in Minneapolis (September 23). Different coasts, same week.
Dakota Marketplace's Conference tab tracks every event on this list and more:
Dakota Marketplace also tracks private credit allocators globally, from public pension systems to family offices and endowments, filterable by geography, AUM, asset class allocation, and investment team contacts with direct emails.
Before your next conference, know exactly which allocators in the room are worth a meeting.
Book a demo to see private credit allocator and conference coverage in Dakota Marketplace.
Written By: Morgan Holycross, Marketing Manager
Morgan Holycross is a Marketing Manager at Dakota.
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