Join us on Wednesday, September 9th at 1pm EST, for an inside look at how Dakota Cocktails went from a single 50-person rooftop event to 30+ events a year… and the venue, budget, and execution playbook behind it.
We’ll walk through:
- How Dakota Cocktails started (right after COVID, with 50 people on a NYC rooftop)
- What we look for in a venue (private clubs over restaurants, atmosphere over add-ons)
- Why we travel to our clients' cities instead of asking them to travel to us
How we handle RSVPs, no-shows, and negotiating venue costs
- Our no-pitches, no-speeches rule (and why events stay free)
See how Catherine Begier and Dominique Mortelliti turned a rooftop happy hour into a nationwide events program, including the time they booked a same-day event in Denver in 45 minutes.
Mr. Walling joined Otter Creek Management in May 2011 as an investment professional and co-founded Otter Creek Advisors in 2014. Prior to joining Otter Creek Management, Mr. Walling worked at Goldman Sachs & Co. as a Global Investment Research Associate from August 2009 through May 2011 and as a Global Investment Research Analyst from July 2006 through July 2009. While at Goldman Sachs & Co., Mr. Walling performed in-depth fundamental research and analysis for food, beverage, and tobacco companies, auto manufacturers and auto parts suppliers. Mr. Walling received his BS in Finance from Lehigh University in 2006.
Mr. Reed is a Principal and Portfolio Manager with the Advisor. Mr. Reed joined the investment advisor in September 2016 and served as an investment professional. Prior to joining Otter Creek Advisors, Mr. Reed worked at Tetrem Capital Management, a Canadian investment firm based in Winnipeg, MB and Boston, MA, as Head of Trading from March 2013 through September 2016. Prior to that Mr. Reed spent time at LPL Financial in the research department, and with Needham and Company. While at Needham and Co. Mr. Reed performed in-depth fundamental research and analysis for Financial Technology, and IT Hardware companies. Mr. Reed started his career with Westfield Capital Management as an Assistant Trader. Mr. Reed received his BS in Business Administration from The University of Maine in 2007. Mr. Reed is also a CFA Charter holder.
