Dakota Live! Podcast
The Dakota Live! Podcast is designed for your fundraising needs. The goal of this podcast is to help you better know the people behind the investment decisions. Dakota connects investment salespeople with leading investment decision makers, ensuring you always know who to call and how to approach the markets you are targeting. Dakota Live! presents investment sales people industry and marketing expertise to make their jobs easier.
Dakota Live! Podcast
Dakota Live! Podcast: Advising with Integrity with Mill Creek Capital Advisors
Sam McFall is a Managing Director of Investments with Mill Creek Capital Advisors. Mill Creek was founded in 2006 to provide customized advice to help clients achieve their financial goals. The firm serves over 300 families and institutions as an independent, fully staffed investment office, managing over $8 billion of assets on their behalf. Sam takes the Dakota Live! team in this special edition episode through Mill Creek’s approach to manager research and selection and what a potential client partnership looks like with their firm. Join us as we come to better understand Mill Creek and their allocation to various asset classes and investment strategies.
