DakotaLogo2024
DakotaLogo2024
Book A Demo
allocator conference 2025 Black

May 19, 2025
Pier Sixty

About The Conference

Pier Sixty, NYC
Monday, May 19th 

Join us for The Dakota Way Allocator Conference, a one-day event designed to give you access to the top allocators and investment executives in the industry!

This conference brings together sales leaders, industry experts, and fundraising professionals to hear as leading allocators share their insights on what asset classes they are allocating to in 2025! 

Registration

Register Now
Request More Information

2025 Featured Speakers

Mark

Mark Biegel
Choreo Advisors
Head of Private Fund Investments

Other

Bob Scherer
Graystone Consulting
Managing Director

John

John Tassone
FFT Wealth Management
Managing Director, Investments

margaret

Margaret Belmondo
NEPC
Partner, Public Fund Team Leader

Chris Burrows

Chris Burrows
Cerity Partners
Partner

Headshot

Barry Wintner
Rockefeller Capital MGMT
Head of Markets Portfolio Strategy & Managing Director

exported

Lawrence Calcano
iCapital
Chairman & CEO

Eric Sutherland HeadShot

Eric Sutherland
PIMCO
Managing Director & President

Chris Krein Headshot

Chris Krein
Artisan Partners
Managing Director & Head of Global Distribution

todd

Todd Myers

clifford

Shane Clifford
The Carlyle Group
Managing Director - Partner and Global Head

register now

General Access

$595

* Rate Expires May 1, 2025

Full conference access, including all sessions, panels, and keynotes

 

Lunch, networking breaks, and a closing cocktail reception at Pier Sixty

Register Now

Late Access

$795

* Rate Expires May 10, 2025

Full conference access, including all sessions, panels, and keynotes

 

Lunch, networking breaks, and a closing cocktail reception at Pier Sixty

Register Now

2025 Agenda

Please note: Agenda is subject to change

11:00 AM - 12:00 PM

Registration & 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 / Sales Best Ideas / CRM Best Practices 

Learn the four core principles that have allowed Dakota to raise $30 billion since 2006. This session dives into the proven, repeatable process designed specifically for investment sales professionals, giving you the framework you can apply to your own fundraising efforts.

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 Interview Series

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

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.

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!

Address

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

Products & Services

Resources

Events

Company

© Dakota 2025 | Terms of Use | Privacy Policy | California Privacy Policy