THE INNER CIRCLE CALL
10:00AM EST FRIDAYS
Presented by Dakota Funds Group
Who is the Call for?
Asset Management Sales Professionals
What is the Call?
A conference call to listen into the Dakota Funds weekly sales call.
What is covered on the Call?
• 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.
What is the benefit of the Call?
• 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
THE INNER CIRCLE CALL
10:00AM EST FRIDAYS
Presented by Dakota Funds Group
Who is the Call for?
Asset Management Sales Professionals
What is the Call?
A conference call to listen into the Dakota Funds weekly sales call.
What is covered on the Call?
    •  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.
What is the benefit of the Call?
    •  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
What our members are saying:
"Hi Rob, I listened to the call this morning - was actually able to access it from a flight. It was one of the most productive calls I have been in in the 20 yrs I have been doing this. Can you give me information on how to join them regularly?"

- $10 billion NYC Asset Manager
What our members are saying:
"Good morning. This is possibly one of the best conference calls I have ever been a part of. You guys talked about some amazing information, some that I was not able to write down fast enough. Is it possible for you to email me the information pertaining to the RIA's that are looking for new mandates and who the heads of research are?"

- $2 billion NYC Asset Manager
Upcoming Guests and Featured Topics:
December 14th
Sam Kirkland
WELLS FARGO
Director of Global Manager Research
$2T BD

Key Account Profiled
US BANCORP
$500B BD

Metro Area Review
MINNESOTA/WISCONSIN


 December 21st
Chad Oviatt
HUNTINGTON NATIONAL BANK
Director of Investment Management
$106B Bank

Key Account Profiled
MERRILL LYNCH
$2.2T BD

Metro Area Review
FLORIDA

January 11th
Barry Mendelson
CAPITAL MARKETS CONSULTANTS
CEO, Senior Investment Analyst
$25 B Consultant

Key Account Profiled
GRAYSTONE CONSULTING 
$300B Consultant

Metro Area Review
WASHINGTON DC
Past Guests & Featured Topics
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
CITIES PROFILED
New York City
Boston
Philadelphia
San Francisco
Chicago
Los Angeles
Denver
Ohio
Atlanta
North Carolina
Texas
Michigan

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
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.
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).

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