The Emerging Manager Growth Show - Episode 22

The Dakota Emerging Manager Growth Show Episode 22 covered key strategies for emerging managers, focusing on market volatility, the importance of AUM and track record, and myths about bank and broker-dealer requirements. It also highlighted the role of DEI initiatives, the due diligence process, and upcoming conferences for fundraising and networking. The show emphasized the value of clear sales plans and leveraging CRM tools for building client relationships and tracking progress.