The Conference for Investment Firms

Pack One Month of Investor Meetings into One Day

May 8th | CHICAGO

8:00AM Networking / 9:45AM Start

20 LEADING ALLOCATORS DISCUSS THEIR MANDATES

6 OCIOS MAP THE FUTURE OF THEIR INDUSTRY

EXTENSIVE NETWORKING TIME WITH COLLEAGUES

Learn where 20 leading allocators are investing in 2019

MANDATES FOR 2019

CURRENT APPROACH TO ALTERNATIVES

DETAILS ON THEIR INVESTMENT PLATFORMS

ANALYST CONTACTS BY ASSET CLASS

CHARACTERISTICS THEY LOOK FOR IN A MANAGER

HOW THEY LIKE TO BE PITCHED TO

MEET THE

SPEAKERS

MATT LEBLANC

PNC BANK

BILL HARDING

Jackson National

DANIELLE NATONSON

Cardinal Investment Advisors

SAM KIRKLAND

WELLS FARGO

MATT GLASER

Wilmington Trust

RYAN TAGAL

Envestnet

TED FINLAY

Fifth Third

SEAN McCHESNEY

Fund Evaluation Group

JENNIFER WONG

Glenmede

KENT McCLANHAN

RBC Wealth Management

RJ SMOLENSKI

Pitcairn

JIM DUNN

Verger Capital Management

BEAU WILLIAMS

Welch Hornsby

WILL DuPREE

Mercer

EVAN MALANGA

Securitize

SCOTT NISSENBAUM

Ben Franklin Tech Partners

COLLEEN SULLIVAN

CMT Digital

MAUREEN AUSTIN

Cambridge Associates

MARGRET DUVALL

Northern Trust

GEOFF STROTMAN

Segal Macro Advisors

JOHN THOMPSON

AON Hewitt

CHAS BURKHART

Rosemont Investment Group

VIEW THE

SCHEDULE

8:00 AM 

Registration, Coffee and Networking

10:00 AM 

Hello and Welcome!


Group Fundraising Therapy Session #1

a.k.a. The Dakota Conference

Gui Costin, Founder, Dakota

Indexing, Fees, Benchmarks, Process, Blockchain, RIAs, Networking,

Millennials, Meetings, Follow-up, Models, OCIOs…Ugh! What does it all mean?

10:30 AM 

Live from Chicago…It’s the Inner Circle Call!

Chris O’Grady, Inner Circle Call Host and CIO, Dakota

Listen to the best allocators in the U.S. discuss their investment platform and where they are looking to allocate in 2019.

Matt LeBlanc, PNC BANK

Bill Harding, JACKSON NATIONAL

Danielle Natonson, CARDINAL INVESTMENT ADVISORS

Sam Kirkland, WELLS FARGO

Matt Glaser, WILMINGTON TRUST

Ryan Tagal, ENVESTNET

Ted Finlay, FIFTH THIRD BANK

Sean McChesney, FUND EVALUATION GROUP

Jennifer Wong, GLENMEDE

Kent McClanahan, RBC WEALTH MANAGEMENT

12:00 PM 

Lunch and Networking

1:00 PM 

Blockchain & Fund Formation:

Funds on the Blockchain? Really?

Chris O’Grady, CIO Dakota

Evan Malanga, SECURITIZE

Scott Nissenbaum, BEN FRANKLIN TECHNOLOGY PARTNERS

Colleen Sullivan, CMT DIGITAL

1:40 PM 

Allocator Advice:

How can we make the most of our hour together? 

Gui Costin, Founder, Dakota


RJ Smolenski, PITCAIRN

Jim Dunn, VERGER CAPITAL MANAGEMENT

Beau Williams, WELCH HORNSBY

Will DuPree, MERCER


2:20 PM 

Musings from a Career in Private Equity:

How the most thoughtful boutiques think about their future

Chas Burkhart, CEO, Rosemont Investment Group Interviewed by Gui Costin, Founder, Dakota

2:40 PM 

Break and Networking


3:15 PM 

OCIOs: What We Need to Know

Insights into this fast-growing business

Dan DiDomenico, President, Dakota


Maureen Austin, CAMBRIDGE ASSOCIATES

Margret Duvall, NORTHERN TRUST

Geoff Strotman, SEGAL MARCO ADVISORS

John Thompson, AON HEWITT


3:55 PM 

Group Fundraising Therapy Session #2

The fun part of the conference is about to begin, but first some closing remarks.

Gui Costin, Founder, Dakota

Cocktails and Networking

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