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

Director of Manager

Research, Managing Director

Glenmede Trust Compnay

CHRIS MAXEY, CAIA

Director, Investment Research

Bronfman Rothschild

JACQUELINE KELLY

Senior Vice President

Deputy Director, Investment Advisor Research

PNC Asset Management

JEREMY BEAL

Director, Chief Executive Officer & President

Morgan Stanley Wealth Management

MIMI DRAKE

Co-Chief Executive Officer

Permit Capital Advisors, LLC

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, Investment Research

BBR Partners

WESLEY CARROCCIO, CFA

Managing Director Client Development

Verger Capital Management

SHANNON SACCOCIA, CFA, CIMA®

Executive Managing Director, CIO

Boston Private Wealth

VIEW THE

SCHEDULE

11:00 AM 

Registration, Networking and Lunch

12:30 PM 

Hello and Welcome!

Gui Costin, Founder, Dakota

1:00 PM 

Distribution Panel

1:30 PM 

RIA Panel

2:00 PM 

Live from New York…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.

3:15 PM 

Coffee Break and Networking


3:45 PM 

Live from New York…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.

5:00 PM 

Cocktails and Networking


6:00 PM – 8:00 PM 

Live Entertainment

Continued Cocktails and Hors D’oeuvres

Conference Location…

BROUGHT TO YOU BY: