Dakota Live! is a show about the institutional investment industry. Each week the show profiles and interviews leading investment allocators at private banks, institutional consultants, family offices, public pension funds, foundations and endowments, and leading broker dealers. The show is built for salespeople who raise money for investment firms with strategies in the following asset classes: equities and fixed income, private equity, private real estate, private credit and hedge funds. Dakota Live! is packed with insights on how to access key platforms and pools of capital across the U.S.
Jason Hoody, with LPL, is down in Charlotte, NC. Jason will talk about how they are doing with diversity and inclusion, model delivery, how to get on ...
Brad Long and Mike Degnan, CIO and Analyst respectively come Fiducient Advisors, previously DiMeo Schneider. The two work beautifully together. They s...
Kevin Ely, Managing Director at Cambridge Associates gives his insights into his firm. Cambridge is an anchor of anchor meetings, everyone knows them ...
Kris Nelson begins by sharing that Russell Investments is a volume provider and there is a fee discussion when you call on them. However, there’s a di...
Ric Mayfield reveals how the SunTrust and BB&T merger has impacted the wealth management groups and how the research teams have been integrated. Ric ...