Fridays 11:00 AM ET

Qualified Leads for Investment Firms 

Listen to details of 5 days of meetings on a 45 minute call 

10-20 INVESTORS LEADS

ALLOCATOR INTERVIEWS

KEY ACCOUNTS PROFILED

Do you struggle to find new investor leads? 

Is it increasingly difficult to get new meetings? 

Do you know every institutional investor in particular city? 

Are you notified regularly about new searches in your asset class?

Do you know your analyst at each Key Account? 

Are you notified when RIAs launch new firms? 

Is tracking personnel moves difficult?

We have answers to all these questions and more

 

“The most productive call I have been on in my 20 years in the industry.”

$10B asset manager 

Leads Generated for our Subscribers 

0

New RIAs

0

Bank/BD Analysts

0

Consultant Contacts

0

Active Searches 

Upcoming Speaker & Featured Topics

 

Friday, November 15th – 11:00AM EST

Guest Speaker

Hazlitt Gill

Wells Fargo

Senior Research Director 

Past Speakers

Ballentine Partners 

PNC Bank

Wilmington Trust

BBR Partners

CIBC Wealth

AM Global Family Office

Finemark Bank

Fifth Third Bank

Biegel Waller

Captrust

Arcus Partners

Mill Creek Capital Advisors

North American Management

Northern Trust

Morgan Stanley

Bronfman Rothschild

Wells Fargo

Drexel Morgan Capital Advisors

Children’s Health Systems of Texas

Pitcairn

Prime Capital Investment Advisors

Mesirow Financial

Raymond James

Glenmede

CUNA Mutual

BNY Mellon

Litman Greory

Morgan Stanley

Crescent Grove

Metro Area Profiled

Birmingham, AL

ALL CITIES COVERED

 

 

Past Metro Areas Profiled

Alabama 

New York City

New England

Philadelphia

San Francisco

Seattle

Portland

Tennessee

Salt Lake City

Las Vegas

Chicago

Los Angeles

Denver

Ohio

Atlanta

North Carolina

Texas

Michigan

Minnesota

Wisconsin

Key Account Profiled

Charles Schwab

PLATFORM BREAKDOWN


 

Past Key Accounts Profiled

Goldman Sachs 

Wells Fargo

J.P. Morgan Private Bank

RBC Wealth

UBS Wealth Management

Edward Jones

Morgan Stanley

Raymond James

LPL

Cetera

First Republic Bank

Commonwealth Financial Network

SunTrust Bank

US Bancorp

Citi Private Bank

PNC

Wilmington Trust

Mercer

USAA

Merrill Lynch

SEI

Ameriprise

Dimeo Schneider

Jackson National

Meketa Investment Group

Monticello Associates

Brown Advisory

Fifth Third Bank

Morningstar

The Call covers all Asset Manager use Cases 

The leads identified cover a wide range of institutional investor investment preferences.

Asset Classes

Long-only Equities

Long-only Fixed Income

Hedge Funds

Private Equity

Private Credit

Real Estate & Infrastructure 

Product Strutures

Mutual Funds

Separate Accounts

Limited Partnerships

UCITs

CITs

Real Estate & Infrastructure 

Distribution Channels

RIAs/MFOs/FOs

Banks

Broker-Dealers 

Consultants 

Direct Pensions 

Foundations/Endowments

If you raise money for a living, you need to be on the Inner Circle Call. 

 

Have questions? Talk to a rep. 

 

TESTIMONIALS

What People Say

“Awesome call guys… Always grab something of interest. Joining the Network was one of my best decisions in 2018. Keep up the good work.” 

George Northrop

Director of Marketing, Ballast Capital Management – SMID Manager

What makes Dakota Live so different?

Raising capital for investment management strategies is really hard. We feel your pain, which is why we created Dakota Live. To provide highly qualified leads of institutional investors from RIAs, MFOs, Banks, BDs, Consultants and Direct Pensions. The call is different because of the fact that we share so many qualified leads, but that is what Dakota does: we provide leads of institutional investors to our asset manager clients, which saves them time, money and energy so they don’t have to be everywhere at the same time to learn about all of the investors we discuss on the Call. 

Want to see Lead Generation in Action? Listen to a Call.

Format of the Call

Speaker Name

SPEAKER FIRM

Metro Area Profiled

Key Account Profiled

#48

Brian McCormick

Commonwealth Financial Network

North Carolina

Wells Fargo

#47

Ryan Lange

Great Western Bank

Kansas City

J.P. Morgan

#46

Geoff Abrahams

Weinberg Foundation

Michigan

Raymond James

#45

Rob Misner

Hamilton & Company

St. Louis

UBS

#44

Andrew Krei

Crescent Grove

Atlanta

Morningstar

#43

Laura Thomas

Morgan Stanley

DC/N. Virginia

Fifth Third Bank

#42

Jack Chee

Litman Gregory

S. Florida

Brown Advisory

#41

Moustapha Abounadi

BNY Mellon

Ohio

Monticello Associates

#40

Bill Murnighan

CUNA Mutual

Dallas

Meketa Investment Group

#39

Ben Alimansky

Glenmede

Minnesota /Wisconsin

Jackson National

#38

Brad Sussman

Raymond James

Philadephia

Dimeo Schneider

#37

Sumit Desai

Mesirow Financial

Chicago

Ameriprise

#36

Chris Bouffard

Prime Capital Investment Advisors

Los Angeles

SEI

#35

Erich Hickey & Joe Zaccardi Drexel Morgan

The Bay Area

Edward Jones

#34

Live from Chicago:

PNC / Jackson National / Cardinal Investment Advisors / Wells Fargo / Wilmington Trust / Envestnet / Fifth Third Bank / Fund Evaluation Group / Glenmede Investment Management / RBC

#33

Andy Klocke

Prairie Capital

Little Rock / Jackson / New Orleans / Birmingham

Envestnet

#32

Brandon Carl & Shane Burke, BB&T

State of New York

Citi Private Bank

#31

John Paduano

New Providence Asset Management

Pacific Northwest

Wilmington Trust

#30

Mimi Drake

Permit Capital Advisors

Southwest & Boston 

Mercer Investment Consulting

#29

Ryan Bailey

Children’s Health System of Texas

Western & Southern Florida

USAA

#28

Amrit Tewary

Zeke Capital Advisors

The Great Plains 

William Blair

#27

Nikki Krauss

Strategic Investment Group

Charlottesville, Norfolk, Richmond

Stifel

#26

Paul Laux, 

Concord Advisory Group

Connecticut 

Oppenheimer

#25

Lisa Erickson

US Bank

Delaware & Maryland 

R.W. Baird

#24

Sam Sudame

Singer Xenos

Pittsburgh 

Hightower/Dynasty/Focus

#23

Tom Pierce 

Wilmington Trust 

Tennessee 

Northern Trust 

#22

R.J. Smolenski 

Pitcairn 

Kansas City & Omaha 

BNY Mellon 

#21

David Pappalardo 

Segal Marco Advisors 

Indiana & Kentucky 

PNC Bank 

#20

Chris Chandler 

Ballentine Partners 

Alabama 

Goldman Sachs 

#19

Hunter Craig

Highland Associates

St. Louis

Charles Schwab 

#18

Barry Mendelson

Capital Market Consultants

Washington, DC

Graystone Consulting

#17 

Chad Oviatt

Huntington National Bank 

South Florida

Merrill Lynch

#16 

Sam Kirkland

Wells Fargo

Minnesota/Wisconsin

U.S. Bancorp

#15

Chris Maxey 

Bronfman Rothschild 

Michigan 

SunTrust Bank 

#14 

Jeremy Beal

Morgan Stanley

Texas 

Commonwealth

#13 

Kaz Sikora

Northern Trust 

North Carolina 

First Republic 

#12

Doug Huber

North American Management 

Atlanta 

LPL

#11

Sam McFall

Mill Creek Capital Advisors

Ohio 

Morgan Stanley 

#10

Ted Finlay

Fifth Third Bank

Denver 

Raymond James

#9 

Matt Ogden

Captrust 

Chicago

Cetera

#8

Andrew Mehalko

AM Global

San Francisco

UBS 

#7

Scott Burg

CIBC Private Wealth 

Los Angeles

Wells Fargo 

#6

Chris Battifarano

Finemark Bank & Trust 

Boston 

J.P. Morgan 

#5 

Brandon Pick

BBR Partners 

New York City 

RBC 

#4

Sean Kerins

PNC Bank 

Philadelphia 

Edward Jones 

#3

Matt Bailey

Arcus Capital Partners 

  

#2

Matt Glaser

Wilmington Trust

 

#1 

Mark Biegel

Biegel & Waller 

 

 

 

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About Dakota Funds Group

Dakota Funds Group, the engine behind Dakota Live, is an investment sales and marketing firm that serves small to mid size asset management firms.

 

Founded in 2006, Dakota has twelve employees and has raised over $20 billion for 15 different investment strategies.

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