The Dakota Conference

Pack One Month of Investor Meetings into One Day

September 19th | THE LIGHTHOUSE AT CHELSEA PIERS | NEW YORK CITY

11:00 AM – 8:00 PM

25 LEADING ALLOCATORS DISCUSS THEIR MANDATES

EXTENSIVE NETWORKING TIME WITH COLLEAGUES

Learn where 25 leading allocators are investing

DETAILS ON THEIR INVESTMENT PLATFORMS

UPCOMING MANDATES

ANALYST CONTACTS BY ASSET CLASS

USE OF ALTERNATIVES IN ASSET ALLOCATION

BEST PRACTICES FOR AN ASSET MANAGER TO PRESENT THEIR STRATEGY

INSIGHTS THAT DRIVE ALLOCATION DECISIONS

MEET THE SPEAKERS

BEN ALIMANSKY

CHRIS MAXEY, CAIA®

Director, Investment Research

Bronfman Rothschild

JACQUELINE KELLY, CFA®

Senior Vice President

Deputy Director, Investment Advisor Research

PNC Asset Management

DAVID ROSEN

Managing Director

Morgan Stanley Wealth Management

SHANNON SACCOCIA, CFA®,CIMA®

Executive Managing Director, CIO

Boston Private Wealth

ROSS MILLER, CFA®

Senior Investment Analyst

Market Street Trust Company

SAM McFALL, CFA®, CAIA®

Vice President, Investments

Mill Creek Capital Advisors, LLC

SARAH RUMPH, CFA®

Director of Investment Research

BBR Partners

MARK BIEGEL, CPA

Co-Founder, Partner and Senior Portfolio Manager

Biegel & Waller Investment Advisory Services

WESLEY CARROCCIO

Managing Director Client Development

Verger Capital Management

DAVID HYMAN, CFA®

Partner, Senior Investment Consultant

Mercer

STEVE FORD, CAIA®

Managing Director of Business Development

GQG Partners

TED FINLAY

Director of External Manager Research

Fifth Third Bank

KEVIN SULLIVAN, CFA®

Senior Research Director, Global Manager Research

Wells Fargo Investment Institute

Wells Fargo & Company

ASHLEY RUHLING

Investment Communication Manager

Pitcairn

TIM LINDSAY, CFA®

Director and Senior Advisor


The Solaris Group, LLC

CHAD OVIATT

Senior Vice President, Director of Investment Management 

The Huntington National Bank

TARA HANNIGAN

Director of Mutual Fund Distribution

International Value Advisers, LLC

KAZ SIKORA

Head of Global Equity Manager Research

Northern Trust Asset Management

ANDREW MEHALKO, CFA®

Partner, Co-Chief Investment Officer

Forbes Family Trust

RYAN REN

Vice President of Sales

Wasatch Funds

RYAN DAVIS, CFA®, CAIA®

Director of Research, Chief Operating Officer

Next Capital Management, LLC

YELENA PELIMSKAYA, CFA®

Director of Research

Permit Capital Advisors, LLC

GABRIEL GAVILANES

Managing Director

Guggenheim Partners

LANCE SCHIFF

Head of Thematic Multi-Asset and Fixed Income, PM

J.P. Morgan

JAMES BRUNO

Managing Director

Morgan Stanley Wealth Management

VIEW THE

SCHEDULE

11:00 AM 

Registration, Networking and Lunch

12:30 PM 

Hello and Welcome!

Gui Costin, Founder, Dakota

1:00 PM 

Distribution: Best Practices

Gui Costin, Founder, Dakota

1:30 PM 

The RIA Panel

The importance of sales people in the manager research process

Gui Costin, Founder, Dakota

2:00 PM 

Live from New York…It’s Dakota Live!

Chris O’Grady, Dakota Live 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.

3:15 PM 

Coffee Break and Networking


3:45 PM 

Live from New York…It’s Dakota Live!

Chris O’Grady, Dakota Live 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.

5:00 PM 

Cocktails and Networking


6:00 PM – 8:00 PM 

Live Entertainment

Continued Cocktails and Hors d’oeuvres

Conference Location…

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