The Inner Circle Call

A 45-minute weekly conference call for asset management sales professionals.

Are you looking for more leads from institutional investors?

Are you looking to get better penetration into the RIA Channel?

Are you looking to learn about active searches in your asset class?

If you answered YES to any of the above, the Inner Circle Call is for you. 

The Call is held at 11:00AM every Friday.

Produced by the team at Dakota Funds Group, a 3rd party marketing firm that has raised over $20B since since 2006.

Revealed on the call each week are a minimum of 20 leads from RIAs, Banks, Broker-Dealers, Consultants and direct pension funds. 

What is the Inner Circle Call?

The Inner Circle Call is a weekly 45-minute sales call where the seven-person sales team at Dakota Funds Group goes through their sales activity for the week, including all relevant meetings and call notes, any key personal moves, new searches uncovered in any asset class and new RIAs learned about.


We have one guest speaker, an allocator from a leading Bank, Broker Dealer, Consultant or RIA who discusses their firm, their investment process, what they are currently looking for and how to interact with their firm.


We also profile a Key Account such as JP Morgan Private Bank, breakdown their platform in detail and explain how to approach them (by asset class); and we profile a Metro Area, such as Boston, where we go through a highly-curated list of institutional investors by channel (eg. Banks, Broker Dealers, Consultants, RIA, Wirehouse Teams and any Direct Pensions).

Who


Asset Management Sales Professionals

What


Leading Capital Allocators are interviewed; 

Cities are profiled identifying top institutional investors;

Key Accounts are broken down;

New RIAs are revealed;

New Searches are identified; and,

Dakota weekly sales meeting notes are discussed.

Why


Leverage a sales team that conducts 60+ meetings a week 

Learn about new searches in your asset class

Get access to new leads

Tap into market intelligence and industry trends

Access information otherwise unavailable to you

When


11:00 AM EST on Fridays

Upcoming Speakers and Featured Topics

January 18th, 2019

Hunter Craig

HIGHLAND ASSOCIATES

 

Managing Director

 

$25B Consultant

Key Account Profiled

CHARLES SCHWAB

$3.3T BD

Metro Area Review

ST. LOUIS, MO

 

January 25th, 2019

Chris Chandler

BALLENTINE PARTNERS

 

Partner and Senior Investment Advisor

$12.3B RIA

Key Account Profiled

GOLDMAN SACHS

$1T BD

Metro Area Review

ALABAMA

 

February 1st, 2019

David Pappalardo

SEGAL MARCO ADVISORS

 

Director of Investment Management

$106B Bank

Key Account Profiled

PNC BANK

$292B Bank

Metro Area Review

INDIANAPOLIS / LOUISVILLE / LEXINGTON 

February 8th, 2019

Sam Sudame

SINGER XENOS

 

Director of Research 

$1.4B RIA

Key Account Profiled

Dynasty Financial Partners & Focus Financial

 

Metro Area Review

KANSAS CITY / OMAHA

 

The most productive call I have been on in my 20 years in the industry.

Institutional sales professional 

at a $10B asset manager

Past Calls

Guests

PNC Bank

Wilmington Trust

BBR Partners

CIBC Wealth

AM Global Family Office

Finemark Bank

Fifth Third Bank

Biegel Waller

Captrust

Arcus Partners

Mill Creek Capital Advisors

North American Management

Northern Trust

Morgan Stanley

Bronfman Rothschild

Wells Fargo

Cities Profiled

New York City

Boston

Philadelphia

San Francisco

Chicago

Los Angeles

Denver

Ohio

Atlanta

North Carolina

Texas

Michigan

Minnesota

Wisconsin

Key Accounts Profiled

Wells Fargo

J.P. Morgan Private Bank

RBC Wealth

UBS Wealth Management

Edward Jones

Morgan Stanley

Raymond James

LPL

Cetera

First Republic Bank

Commonwealth Financial Network

SunTrust Bank

US Bancorp

About Dakota Funds Group

Dakota Funds Group, the engine behind the Inner Circle Call, is an investment sales and marketing firm that serves small to mid size asset management firms.

 

Founded in 2006, Dakota has twelve employees and has raised over $20 billion for 15 different investment strategies.

Contact Us to Learn More

 

Rob Robertson

rrobertson@stageinvestors.com

215-805-6573 

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