Dakota Insights Conference

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The Art Institute of Chicago

111 South Michigan Avenue

Chicago, IL 60603

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If you work in the active investment management business you know how much change is occurring. We have passive growing at an accelerating pace, model-based investing is taking a larger share of the market, RIAs are growing rapidly and due diligence analysts have less and less time to meet with managers. All of which is making distribution less efficient and more expensive.

What does it all mean? All of our jobs are getting much harder and more uncertain.

So we thought it would helpful to assemble some of the smartest minds in the allocation business and hear what they have to say about the state of the industry and how we as sales and marketing people can adapt to the changing market conditions.

Keynote Speaker:

Ted Seides - Capital Allocators Podcast.

Panels & Panelists:

Bank/Insurance Panel

  • Wilmington Trust: Tom Pierce, CFA - Head of Fixed Income Search & Strategy

  • Northwestern Mutual: Richard Iwanski, CFA, CAIA - Senior Research Consultant

  • Nadia Papagiannis - Alternative Industry Specialist

  • U.S. Bancorp: Eric Lee - Senior Research Analyst, Due Diligence Analyst

  • United Missouri Bank: Spencer Berndt - Manager, Investment Product Research

Consultant Panel

  • Cambridge Associates: Maureen Austin - Managing Director

  • Aon Hewitt Investment Consulting: John Thompson - Partner & Head of Investment Solutions

  • Taiber Kosmala: Phillip J. Kosmala, CFA - Managing Partner

  • Lake Partners: Frederick C. Lake - Co-Founder, Co-Chairman


  • HPM Partners: Karim Ahamed, CFA - Partner

  • Keel Point: Lyle Minton - Chief Investment Officer

  • M4 Capital Management: Gil Calderon - Chief Investment Officer

  • Crescent Grove: Andrew Krei, CFA - Client Advisor

Millenial Panel

  • Kavar Capital Partner: John Nagle, CFA - Director of Investment Research

  • Conway Investment Research: Zac Ackerman - Research Analyst

  • Cleary Gull Advisors: Tyler Senfleben - Investment Analyst

  • Glenmede: Jennifer Wong, CFA - Impact Investment Analyst

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The Art Institute of Chicago

111 South Michigan Avenue

Chicago, IL 60603

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