All Things Fundraising

In this engaging Dakota Rainmaker Podcast episode, Gui Costin converses with Chris Krein from Artisan Partners, delving into the evolving strategies of sales and distribution in the financial sector. Chris emphasizes the significance of talent acquisition, a diverse team environment, and Artisan's unique distribution model that aligns dedicated commercial teams with investment teams for optim...

In this episode of the Rainmaker Podcast, Paul Heathwood, Head of Distribution at Boston Partners, and host Gui Costin engage in a thoughtful discussion on Heathwood's journey in the asset management industry. Paul shares insights into his transition from an equity trader to a leadership position emphasizing the crucial role of understanding the business's nuances and the importance of a...

The Dakota Rainmaker Sales Coaching program helps investment sales professionals develop a repeatable and effective sales process, focusing on four key areas: setting aligned sales plans, targeting the right audience, delivering impactful pitches, and building a strong follow-up system. Led by Gui Costin, Founder of Dakota, the program leverages 25 years of industry experience to enhance sales pro...

In the Rainmaker podcast episode, host Gui Costin interviews Greg Stumm, Senior Vice President of Sales at Resolute Investment Managers. Stumm shares his client-focused sales philosophy, emphasizing understanding individual client needs in investment advising. He advocates for an organized, efficient approach, highlighting the importance of listening and offering customized solutions. The discussi...

In this episode of the Rainmaker Podcast, host Gui Costin talks with Dan DiDomenico, the seasoned president of Dakota. They explore Dan's journey from starting at Vanguard after college to leading Dakota. The conversation highlights key sales strategies, emphasizing teamwork and the effective use of CRM systems like Salesforce. Dan shares valuable insights on sales and relationship management...

The Emerging Manager Growth Show Episode 17 delves into strategies for emerging managers, focusing on attracting investors like family offices and consultants. It stresses maintaining a consistent investment strategy and networking effectively. Key considerations include fee negotiation and market targeting. It highlights the importance of CRM systems for tracking meetings and aligning sales plans...

The Dakota Rainmaker Sales Coaching program helps investment sales professionals develop a repeatable and effective sales process, focusing on four key areas: setting aligned sales plans, targeting the right audience, delivering impactful pitches, and building a strong follow-up system. Led by Gui Costin, Founder of Dakota, the program leverages 25 years of industry experience to enhance sales pro...

In the latest Dakota Rainmaker Podcast, Gui Costin, CEO of Dakota, interviews Steve Ford, Managing Director at GQG Partners. They discuss the essentials of sales leadership, team dynamics, and technology's role in the investment sector. Steve emphasizes the importance of a clear sales strategy, team alignment with firm goals, and effective leadership. They explore nurturing team culture, stre...

The Emerging Manager Growth Show Episode 16 emphasizes proactive engagement in Marketplace. It distinguishes between RIA + Multi-Family Office and Family Office strategies, providing key insights for emerging managers in 2023 and 2024. The document dispels myths about broker-dealers, defines emerging managers based on metrics, and discusses consultant usage. Fundraising considerations include vehi...

The Emerging Manager Growth Show Episode 15 explores the world of small and new emerging managers, their sales channels, and the significance of scheduling meetings even towards year-end. Consultants' roles in investment allocation decisions are highlighted, emphasizing the need to engage them while cautioning against relying solely on this avenue for distribution. Key insights stress underst...

The Dakota Rainmaker Sales Coaching program helps investment sales professionals develop a repeatable and effective sales process, focusing on four key areas: setting aligned sales plans, targeting the right audience, delivering impactful pitches, and building a strong follow-up system. Led by Gui Costin, Founder of Dakota, the program leverages 25 years of industry experience to enhance sales pro...

The Emerging Manager Growth Show is a show that's focused on helping emerging managers do more with less. On Episode 14, hosted by Gui Costin and joined by Tim Dolan, they cover key myths as it relates to Emerging Managers, RIAs, and upcoming conferences.

The Dakota Rainmaker Sales Coaching program helps investment sales professionals develop a repeatable and effective sales process, focusing on four key areas: setting aligned sales plans, targeting the right audience, delivering impactful pitches, and building a strong follow-up system. Led by Gui Costin, Founder of Dakota, the program leverages 25 years of industry experience to enhance sales pro...

The Emerging Manager Growth Show is a show that's focused on helping emerging managers do more with less. On Episode 13, hosted by Gui Costin and joined by Tim Dolan, they cover key myths as it relates to Emerging Managers and Public Pensions, and upcoming conferences.

The Dakota Rainmaker Sales Coaching program helps investment sales professionals develop a repeatable and effective sales process, focusing on four key areas: setting aligned sales plans, targeting the right audience, delivering impactful pitches, and building a strong follow-up system. Led by Gui Costin, Founder of Dakota, the program leverages 25 years of industry experience to enhance sales pro...

The Emerging Manager Growth Show is a show that's focused on helping emerging managers do more with less. On Episode 12, hosted by Gui Costin and joined by Tim Dolan, they cover key myths as it relates to Emerging Managers, RIAs, and upcoming conferences.

The Emerging Manager Growth Show is a show that's focused on helping emerging managers do more with less. On Episode 11, hosted by Gui Costin and joined by Tim Dolan, they cover key myths as it relates to Emerging Managers, Consultants, and upcoming conferences.

The Emerging Manager Growth Show is a show that's focused on helping emerging managers do more with less. On Episode 10, hosted by Gui Costin and joined by Dan DiDomenico, they sit down with Rom Beneche, US Director from AIMA. They continue the show by breaking down banks and broker-dealers and discuss the myths of Emerging Managers and Emerging Manager conferences.

The Emerging Manager Growth Show is a show that's focused on helping emerging managers do more with less. On Episode 09, hosted by Gui Costin and joined by Dan DiDomenico, they cover key myths as it relates to Emerging Managers, the RIA channel, and upcoming conferences.

The Emerging Manager Growth Show is a show that's focused on helping emerging managers do more with less. On Episode 08, hosted by Gui Costin and joined by Ryan Creighton, they cover emerging managers, fundraising and the myths to consultants, and upcoming conferences.

The Emerging Manager Growth Show is a show that's focused on helping emerging managers do more with less. On Episode 07, hosted by Gui Costin and joined by Dan DiDomenico and Tim Dolan, they discuss with Eric Hsueh from Bivium Capital on tips and tricks, scaling your business, and what an emerging manager should be doing.

The Emerging Manager Growth Show is a show that's focused on helping emerging managers do more with less. On Episode 06, hosted by Gui Costin and joined by Anna Blumenfeld, they cover emerging managers, fundraising and the myths to RIAs, and upcoming conferences.

The Emerging Manager Growth Show is a show that's focused on helping emerging managers do more with less. On Episode 05, hosted by Gui Costin and joined by Dan DiDomenico, they discuss banks and broker-dealers for an emerging manager.

The Emerging Manager Growth Show is a show that's focused on helping emerging managers do more with less. On Episode 04, hosted by Gui Costin and joined by Tim Dolan and Anna Blumenfeld, they discuss public pension funds for an emerging manager.

The Emerging Manager Growth Show is a show that's focused on helping emerging managers do more with less. On Episode 03, hosted by Gui Costin and joined by Andrew O'Shea, they discuss on how to approach Emerging Manager programs within consultants.