Dakota Way Sales Conference 2026

Register

EARLY ACCESS

$595

[Rate Expires March 18, 2026]

Registration Includes:

Full access to all conference sessions and speakers
Networking receptions and meals
Access to exhibit hall and sponsor showcases
Conference materials

GENERAL ACCESS

$795

[Rate Expires April 18, 2026]

Registration Includes:

Full access to all conference sessions and speakers
Networking receptions and meals
Access to exhibit hall and sponsor showcases
Conference materials

LATE ACCESS

$995

[Rate Expires May 18, 2026]

Registration Includes:

Full access to all conference sessions and speakers
Networking receptions and meals
Access to exhibit hall and sponsor showcases
Conference materials

Past Speakers

Steven Bower
J.P. Morgan Private Bank
Head of Manager Solutions & Global Director of Fixed Income & Multi-Asset Manager Research
Barry Wintner
Rockefeller Capital MGMT
Head of Markets Portfolio Strategy & Managing Director
Margaret Belmondo
NEPC
Partner, Public Fund Team Leader
Shane Clifford
The Carlyle Group
Managing Director - Partner and Global Head
Mark Biegel
Choreo Advisors
Head of Private Fund Investments
Bob Scherer
Graystone Consulting
Managing Director
Chris Burrows
Cerity Partners
Partner
John Tassone
FFT Wealth Management
Managing Director, Investments
Lawrence Calcano
iCapital
Chairman & CEO
Eric Sutherland
PIMCO
Managing Director & President
Chris Krein
Artisan Partners
Managing Director & Head of Global Distribution

Preliminary Agenda

Please note: Agenda is subject to Change

11:00 AM - 12:00 PM

Registration and Networking Lunch

Settle in, grab a bite, and connect with fellow investment sales professionals before the day begins.

12:00 PM - 12:30 PM

Opening Remarks

Kick off the day with insights from Dakota’s Founder, Gui Costin, as he shares his perspective on what it means to be a sales leader in today’s fundraising landscape - and how embracing leadership drives long-term success.

12:30 PM - 1:30 PM

Allocator Interview Series

Gain direct insights from the allocators you’re trying to reach - including professionals from RIAs, family offices, foundations, banks, and consultants. In this series of interviews, they’ll share what captures their attention, what turns them off, and what truly sets standout salespeople apart.

1:30 PM - 2:00 PM

Networking & Coffee Break

Take a break, grab some coffee, and connect with fellow investment sales professionals and industry experts in a relaxed setting.

2:00 PM - 3:15 PM

Distribution Leadership Interviews

In this session we’ll sit down with some of the top sales leaders in the investment industry as they share how they build, manage, and inspire high-performing fundraising teams. Conversations will cover everything from leadership philosophies to the evolving role of technology and the critical traits they look for in successful sales professionals.

3:15 PM - 4:00 PM

Networking & Coffee Break

Take a break, grab some coffee, and connect with fellow investment sales professionals and industry experts in a relaxed setting.

4:00 PM - 5:00 PM

Allocator Interview Series

5:00 PM - 7:00 PM

Dakota Cocktails

Wrap up the day with drinks, conversation, and incredible views at Pier Sixty. This is your chance to relax, network, and continue the day’s discussions with fellow attendees, speakers, and the Dakota team!

About the Conference

Exclusive Access: Monday, May 18th Location: Pier 60 Chelsea Piers, NYC

Registration

Register

EARLY ACCESS

GENERAL ACCESS

LATE ACCESS

Past Speakers

Preliminary Agenda

Registration and Networking Lunch

Opening Remarks

Allocator Interview Series

Networking & Coffee Break

Distribution Leadership Interviews

Networking & Coffee Break

Allocator Interview Series

Dakota Cocktails

PAST CONFERENCE Highlights

Address

Products & Services

Resources

Events

Company