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Dakota Live Call

At 200+ episodes and counting, Dakota Live! is a weekly show that shares information and insights to make fundraising easier.

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Dakota Live! Call Breakdown

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Allocator Interview (ex. a CIO)

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Profile of a Metro Area
(ex. Boston)

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Profile of a Key Account
(ex. J.P. Morgan)

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Dakota sales team’s meeting notes

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New Searches and new RIAs

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Detailed pre and post call notes

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What Is The Dakota Live! Call?

Brought to you by experienced fundraisers themselves, designed for investment sales professionals.

The Dakota Live! Call gives listeners a look into insider content that our sales team is hearing in the industry.

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We Have 2 Calls
Which Call Is Right For You?
Maybe Both?

The Dakota Live! General Call

The general call allows you to access in-depth information about investment allocators through a live interview. These interviews highlight investment preferences, profiles, and how each allocator thinks and invests — everything you need to know before calling on someone.

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The Dakota Live! Alts Call

The Alternatives Call is designed for investment salespeople who market and sell alternative investment strategies. On these calls, we cover Metro Areas and Key Accounts in detail. The Alternatives Call covers the key information you need before calling on someone.

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Samples Of Our Past Allocator Interviews

Our guest allocators represent firms of all sizes, and have included speakers from RIAs, banks, and insurance companies. During each interview, you’ll learn each allocator’s current needs, the details of their platform, key analysts, and their outlook on the industry.

  • McFall-1

    Sam McFall, CFA, CAIA

    Managing Director, Investments

    MILL CREEK (1)

    Sam McFall, CFA, CAIA

    Managing Director, Investments

  • Gregory Leonberger-1

    Gregory Leonberger, FSA

    Director of Research and Managing Partner

    allocator logo

    Gregory Leonberger, FSA

    Director of Research and Managing Partner

  • Krei-1

    Andrew Krei, CFA

    Co-Chief Investment Officer

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    Andrew Krei, CFA

    Co-Chief Investment Officer

  • Matthew Ruffalo-1

    Matthew Ruffalo, CFA, CFP

    Head of Investment Solutions

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    Matthew Ruffalo, CFA, CFP

    Head of Investment Solutions

Address

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

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