Dakota Live! Conference

Engage. Listen. Learn.

Interact with industry colleagues, hear from leading allocators and learn about distribution trends and best practices.

June 3, 2020 | Theatre on the Lake | Chicago

The Dakota Live! Conference is a unique experience designed to be a full day of growth for investment sales professionals. You will interact with industry colleagues, hear from new allocators that you have not met before, learn about distribution best practices and current distribution trends and hear where allocators are allocating capital today.


LEADING ALLOCATORS DISCUSS THEIR MANDATES

EXTENSIVE NETWORKING TIME WITH COLLEAGUES

Learn where leading allocators are currently 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

WELSLEY CARROCCIO

Managing Director Client Development

Verger Capital Management

JONATHAN DANE, CFA

Director of Portfolio Strategy & Market Research

The Coury Firm

KELLY FINEGAN, CFA

Senior Vice President

Northern Trust Asset Management

GABE GAVILANES

Managing Director

Guggenheim Partners

MATT GLASER

Head of Equity and Manager Research

Wilmington Trust

ELLIOT GREENBERG, CFA

Consultant, Director of Traditional Manager Research

Ellwood Associates

JONATHAN HENSHUE, CFA, CAIA, CPA

AVP Investment Analyst

Johnson Financial Group

SHARON WONG HUGHES

Senior Vice President, Asset Manager Relationship Management

Envestnet, Inc.

SAM KIRKLAND, CFA, CAIA

Research Director

Wells Fargo Investment Institute

PHIL KOSMALA

Managing Director

Taiber Kosmala & Associates

NIKKI KRAUS, CFA

Global Head of Client Development

Strategic Investment Group

ANDREW KREI, CFA

Head of Investment Research,

Client Advisor

Crescent Grove Advisors

NORA PICKENS, CAIA®

Vice President of Investments

Mill Creek Capital Advisors, LLC

RJ SMOLENSKI, CAIA®

Managing Director of Research

Pitcairn

GEOFFREY STROTMAN

Senior Vice President

Segal Marco Advisors

COLLEEN SULLIVAN

Partner and CEO 

CMT Digital Holdings, LLC

MODERATORS

GUI COSTIN

Founder & CEO

Dakota Funds Group

CHRIS O’GRADY

CIO

Dakota Funds Group

DAN DIDOMENICO

President

Dakota Funds Group

VIEW THE

SCHEDULE

11:00 AM 

REGISTRATION, LUNCH & NETWORKING

12:00 PM 

HELlO & WELCOME!

Gui Costin, Founder & CEO, Dakota

12:30 PM 

WILL THE OCIOs TAKE OVER THE CONSULTING BUSINESS? 

The growth of the OCIOs has everyone asking one question.What is happening to the consulting business?

Moderator: Dan DiDomenico, President, Dakota

1:15 PM 

IS DISTRIBUTION IN CRISIS OR ARE WE IN THE NEW NORMAL? 

Leading distribution heads discuss how they’re navigating a choppy environment for sales professionals

Moderator: Gui Costin, Founder & CEO, Dakota

2:00 PM 

AFTERNOON NETWORKING BREAK

2:30 PM 

DAKOTA LIVE! CALL…LIVE FROM CHICAGO

Join top allocators who discuss their platforms and allocations

Moderator: Chris O’Grady, CIO, Dakota

4:00 PM 

HOW NEW VEHICLE STRUCTURES ARE CHANGING DISTRIBUTION

Listen to product experts discussing what vehicles will drive growth in 2020 and beyond

Moderator: Chris O’Grady, CIO, Dakota

4:45 PM 

CLOSING REMARKS

5:00 PM – 8:00 PM 

COCKTAILS & NETWORKING

Conference Location…

HIGHLIGHTS FROM OUR

2019 NEW YORK CONFERENCE

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