Client List

Institutional Managers and Mutual Fund Companies

Acadian Asset Management
Advanced Investment Technology (AIT)
Altamira Management
Bailard Biehl & Kaiser
BEA Associates
Capital Consultants
Chicago Trust
Cowen Asset Management
Daiwa International Capital Management
Dawson-Samberg Capital Management
Delaware Investment Advisers
Dodge & Cox
Dreyfus Institutional Investors
Eaton Vance Management
Franklin Portfolio Associates
Fremont Investment Advisors
GE Investments
GlobeFlex Capital
David J. Greene & Company
Hanson Investment Management
IDS Advisory Group
INTECH-Enhanced Investment Technologies
J.P. Morgan Investment Management
Lehman Brothers
Loomis, Sayles & Company
Magten Asset Management
Mellon Equity Associates
Metropolitan Life Insurance Company
Montgomery Asset Management
Normandie Capital
Oppenheimer Capital
Pareto Partners
Philippe Investment Management
Pioneering Management
Provident Investment Counsel
Putnam Investments
RCM Capital Management
Robertson, Stephens & Company
Rosenberg Institutional Equity Management
Roxbury Capital Management
S.A.C. Capital Management
Scudder Stevens & Clark
Smith Barney Shearson
Stein Roe & Farnham
The Travelers
UBS Brinson
Valenzuela Capital Management
Van Strum & Towne
Wall Street Associates
The Williams Capital Group
WorldInvest Limited
Zweig/Glaser Advisers

Bank Investment Entities

Bank of America
Bankers Trust
Citibank Global Asset Management
Hong Kong and Shanghai Bank
Royal Bank of Canada
Texas Commerce Bank

401(k) Providers

Fidelity Institutional Retirement Services
MFS Investor Services
Prudential Retirement Services

ECNS and Equity Trading Services

Jefferies Group
Olsen & Associates
Plexus Group
The Hull Group


Frank Russell Trust Company
Progress Investment Management
Schwab Institutional
SEI Asset Management
Strategic Investment Management (SIM)
The Investment Fund for Foundations (TIFF)

Pension Consultants

Ennis, Knupp & Associates
Evaluation Associates, Inc.
Frank Russell Company
Rogers Casey
Wilshire Associates

Real Estate Advisors

Clarion Partners
Douglas Emmett Realty Advisors
Franklin Real Estate Management
INVESCO Realty Advisors
JMB Institutional Realty
Phoenix Realty
The O'Connor Group


Pensions & Investments
"Beyond Wall Street: The Art of Investing," PBS series and book

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© 2008 Dana Dakin, All Rights Reserved