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One of the biggest challenges in investment sales? Starting the day without a clear plan. No structure, no direction—just reacting to whatever comes up. City Scheduling changes that. Instead of scrambling at the last minute, it gives your team intent and focus by ensuring every move is strategic. It’s simple: you come into the office with a set plan for the day, scheduling for five cities at a time. Instead of figuring things out on the fly, you’re executing a targeted, high-value strategy that maximizes every trip. ➡️ Key meetings are scheduled in advance. ➡️ Priorities are mapped out across different cities. ➡️ Opportunities are lined up before you even step into the day. Now, there’s strategy behind every move—no more guesswork. 🎙️ Tune in to hear Gui Costin speak on how setting targets and having a clear call to action could be the difference between winning or losing a meeting.

🚨 Park City, here we come! ⛷️🍸 Join us for Dakota Cocktails: Après Ski Edition! 🗓️ Thursday, March 20th ⏰ 5:30 PM - 7:30 PM 📍Spur Restaurant and Bar | 352 Main St, Park City, UT 84060 Dress code? Après ski attire! 🏂🎿 Come straight from the slopes or the lodge and enjoy great company, great drinks, and great conversations. We can’t wait to connect—register now! https://lnkd.in/gSa5tJqR #DakotaCocktails #AprèsSki #ParkCity #Networking #PrivateMarkets

The Dakota team is excited to be heading to SuperReturn International in Berlin! 🗓️ When? June 2-6, 2025 📍 Where? InterContinental Hotel, Berlin We’ll be joining 5,500+ attendees, including 1,800+ LPs and 2,700+ GPs, at the world’s largest private equity event! Come meet: 👉 Gui Costin (Founder, CEO) 👉 Patrick Tighe (Head of Product) 👉 James Goodman (Head of International) We’d love to connect and talk all things private markets! #SuperReturn #SuperReturnBerlin #PrivateMarkets #PrivateEquity #Networking #Investing 🚀

From humble beginnings to leading a global sales team—Brad Jung’s journey is a masterclass in growth and innovation! In a recent episode of The Rainmaker Podcast, host Gui Costin sits down with Brad Jung CIMA® CPWA® AIF®, Head of North America Advisor & Intermediary Solutions at Russell Investments to explore how his team leverages CRM data to transform their sales approach. The result? Better client experiences and accelerated growth. Watch the full interview: https://lnkd.in/ejC2edHU

📅 Mark your calendars – The Dakota Way Sales Conference is here! A day packed with expert insights on relationship-driven selling, AI’s impact on CRM, and exclusive allocator interviews. 🗓 When? Monday, May 19th, 2025 📍 Where? Pier Sixty, New York City Elevate your sales game and expand your network… Register by April 1st to secure early bird pricing 👉 🔗 Sign up now: The Dakota Way Conference https://lnkd.in/euMUhGTY 🎟 Only 500 seats available — don’t miss your chance to connect, learn, and level up! 🚀✨

Another amazing day today in the studio for the Rainmaker Podcast! 🗣️ A huge thank you to Doug Krupa, CFA, of KKR; Daniel Noonan of Cohen & Steers; Shane McCarthy, CFA, of LAB Quantitative Strategies, LLC; Michele Colucci, Esq. of DigitalDx Ventures; and Danielle Brown, CFA, of Altriarch for joining us on the latest episodes of the Rainmaker Podcast! 🎙️ We had some incredible conversations and can’t wait to share these episodes with you! Stay tuned for more in Season 3 of the Rainmaker Podcast!

🚀 Ask Dakota: Episode 1 is here! 🎙️ We’re kicking off our new series by asking our Business Development Team one key question: 💡 What’s one lesson you’ve learned so far in sales? Whether you're new to sales or a seasoned pro, we’d love to hear from you, too! What’s the biggest lesson you’ve learned in sales? Drop your thoughts in the comments! 👇 🎥 Watch the first episode now!

🚨 New Episode Alert! 🚨 In this episode of the Dakota Fundraising News Podcast, Patrick Tighe and Koncheng Moua cover notable job changes, institutional updates, and major moves in intermediary fundraising. RIA/FA M&A Activity: ✅ Apella Wealth acquires Marrella Private Wealth. ✅ Americana Partners expands with the acquisition of $2B Boulevard Family Wealth. ✅ HUB International adds new advisory talent in Nashville. Institutional Updates: ✅ CalSTRS & TRS of Illinois searching for investment consultants. ✅ LA Water & Power plans private equity commitments. ✅ San Francisco Employees Retirement System allocates to private markets. Fundraising Highlights: ✅ Eurazeo surpasses €3B for its latest mid-large buyout fund. Stay ahead with the latest insights in institutional & intermediary fundraising. 🎧 Listen here: https://lnkd.in/eCbfNt75 #Fundraising #Investments #PrivateMarkets #WealthManagement #FinanceNews

🚀 New Episode: The Rainmaker Podcast ft. Jonathan Harari of Crescent Capital Group 🚀 In this episode, Gui Costin sits down with Jonathan Harari, CFA, CAIA, Managing Director & Global Head of Investor Solutions at Crescent Capital Group, for a deep dive into sales leadership, business development, and innovation in asset management. Key takeaways from our conversation: ✅ Embracing sales—why "new name" outreach is the lifeblood of any business ✅ The power of availability & urgency in leadership ✅ How transparency and accountability drive sales success ✅ Staying ahead through constant innovation in private credit ✅ Building a high-performance culture that balances results with kindness If you’re in sales, distribution, or investment management—this is a must-listen! Listen Now: https://lnkd.in/eUzPTzwQ #SalesLeadership #RainmakerPodcast #BusinessDevelopment #SalesStrategy #AssetManagement

📢 The latest Dakota Research Monthly Report is out! 📢 Each month, we’re covering key private fund investment trends, M&A activity, industry developments, and fundraising insights—giving you the market intelligence you need. 📥 Download the full report here: https://lnkd.in/estMY_Qd #PrivateEquity #Investing #MergersAndAcquisitions #Fundraising #MarketTrends