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Insights on the go: Dakota Fundraising News Podcast

Stifel Acquisition, Louisiana State and VA Investment Decisions, Events Update

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University of Alabama Investment, LPL Continues to Grow

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WEG Leadership, Michigan State Investment Board, New Secondaries Fund Launch

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West Coast Pension Investments, Glenmede New CIO, PE Fund Launches

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Cerity Acquires Agility, TRS of TX, Mariner Wealth & WEG

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StanCERA Targeting $20M to Infrastructure in 2024

April 26, 2024

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San Jose Federated Hires Consultants

April 26, 2024

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Dallas Fort Worth Airport Board Commits $40M to Alts

April 26, 2024

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New Mexico SIC Commits $500M to Alts

April 26, 2024

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Advisor Duo Joins Cetera Advisors

April 26, 2024

Podcast

LPL goes to Delaware, Jordan Park New Hire, Natick Mass and Weld County, CO Retirement Searches

April 26, 2024

Dakota Talent

RCP Advisors Seeks VP of Business Development and Fundraising

April 26, 2024

Dakota Talent

Mondrian Investment Partners Seeks Client Service and Business Development Officer

April 25, 2024

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Contra Costa Commits $200M to Hedge Funds

April 25, 2024

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Ohio School Commits $15M to Real Assets

April 25, 2024

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Oregon Allocates $1.5B to Alts

April 25, 2024

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StanCERA Targeting $30M to Real Estate in 2024

April 25, 2024

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Justin Souma Returns to LPL to Launch Hickory Ridge Wealth Advisors

April 25, 2024

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WEG Acquires $502M Maryland RIA

April 25, 2024

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San Diego City Increases Target Range to Real Estate

April 24, 2024

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StanCERA Commits $20M to Comvest Partners

April 24, 2024

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UniSuper Commits $400M to Macquarie Renewables Fund

April 24, 2024

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LACERA Allocates $350M to Private Equity, Real Assets

April 24, 2024

Podcast

Stifel Acquisition, Louisiana State and VA Investment Decisions, Events Update

April 24, 2024

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Carson Group Selects New Chief Financial Officer

April 24, 2024

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Advisor Trio Launches New Firm via LPL Financial

April 24, 2024

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San Diego City Increasing Active Non-U.S. Exposure

April 23, 2024

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Chicago Municipal Allocates $25M to Real Estate

April 23, 2024

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Kansas PERS Commits $110M to Private Equity

April 23, 2024

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South Carolina Commits $275M to Hedge Fund, Venture Capital

April 23, 2024

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Cresset Expands Presence in San Francisco

April 23, 2024

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Clayton Ortloff Launches Heritage Private Wealth with LPL Financial

April 23, 2024

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Chicago FABF Increases Investment with Capital Fund Management

April 22, 2024

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Virginia Retirement System Commits $250M to ACORE Capital

April 22, 2024

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Washington State Commits $300M to Private Equity

April 22, 2024

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Wells Fargo Adds JPMorgan Advisor Team

April 22, 2024

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Stifel Adds Former Wells Fargo Team

April 22, 2024

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Baltimore City Fire and Police Retirement Commits $35M to Private Credit

April 19, 2024

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University of Alabama Targeting up to $140M to Private Equity in 2024

April 19, 2024

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Louisiana Police Retirement Hires Meketa

April 19, 2024

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Colorado Fire & Police Commits $100M to Alts

April 19, 2024

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Steward Partners Acquires Two RIAs Totaling $480M

April 19, 2024

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$130M Advisors Flips To Raymond James

April 19, 2024

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New Fund Launches for the First Half of April

April 19, 2024

Podcast

University of Alabama Investment, LPL Continues to Grow

April 19, 2024

Dakota Talent

Tide Rock Seeking Director of Fundraising

April 19, 2024

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Oklahoma Tobacco Endowment Issues U.S. Direct Lending RFP

April 18, 2024

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Tulare Selects Passive Fixed Income Manager

April 18, 2024

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MainePERS Commits $160M to Alts

April 18, 2024

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SDCERS Preparing for Infrastructure Portfolio Manager Search

April 18, 2024

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Wells Fargo FAs Launch New Firm With LPL Financial

April 18, 2024

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Miracle Mile Advisors Tabs New CIO

April 18, 2024

Dakota Talent

Smead Capital Management Seeks an Associate – Sales (Internal Wholesaler)

April 17, 2024

Podcast

WEG Leadership, Michigan State Investment Board, New Secondaries Fund Launch

April 17, 2024

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Rail & OV Selects New CIO

April 17, 2024

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Tacoma Selects Direct Lending Managers

April 17, 2024

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University of Alabama Allocates $46M to Private Equity

April 17, 2024

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Ameriprise FAs Join LPL Financial to Launch New Firm

April 17, 2024

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Apella Acquires ClearLogic Financial

April 17, 2024

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Orange County ERS Targeting up to $375M in Real Estate in 2024

April 16, 2024

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Illinois Municipal Approves $200M in Commitments

April 16, 2024

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Tennessee CRS Commits $200M to Private Equity

April 16, 2024

Dakota Talent

Sophis Investments Seeks Experienced Institutional Fundraiser

April 16, 2024

Dakota Talent

Oliver Luxxe Assets Seeks Senior Institutional Sales Professional

April 16, 2024

Dakota Talent

Saturna Capital Seeks Investment Product Sales

April 16, 2024

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Choreo Names New Chief Investment Officer

April 16, 2024

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Wells Fargo Snags $1.2B Morgan Stanley Team

April 16, 2024

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San Joaquin County Retirement Commits $75M to Private Equity, Real Estate

April 15, 2024

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Fresno City Commits $9M to Real Estate

April 15, 2024

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Sacramento County Commits $40M to Private Equity

April 15, 2024

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Michigan State Investment Board Commits $460M to Alts

April 15, 2024

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Wealth Enhancement Group Welcomes New Executives

April 15, 2024

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Waverly Advisors Acquires McShane Partners

April 15, 2024

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Stratos Private Wealth Expands with Two New Offices

April 12, 2024

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Kingsview Adds Edward Jones Trio

April 12, 2024

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Illinois Police Officers Pension Approves Allocation Changes

April 12, 2024

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Monroe County Allocates $5M to Real Estate

April 12, 2024

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Virginia Retirement Commits $300M to Real Assets, Venture Capital

April 12, 2024

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OCERS Commits $670M to Alts

April 12, 2024

Podcast

West Coast Pension Investments, Glenmede New CIO, PE Fund Launches

April 12, 2024

Dakota Talent

Clinton Investment Management Seeks External Regional Wholesaler

April 11, 2024

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Savvy Wealth Adds Real Estate FA

April 11, 2024

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Cerity Partners Welcomes Agility for OCIO Business

April 11, 2024

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Miami Beach Fire & Police Increasing Target to Domestic Equity, Domestic Fixed Income

April 11, 2024

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LACERS Considering Increased Exposure to High Yield, Emerging Market

April 11, 2024

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Illinois TRS Commits $800M to Alts

April 11, 2024

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Manchester Contributory ERS Increases Equity Target

April 10, 2024

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San Fran ERS Commits $75M to Private Credit

April 10, 2024

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Louisiana TRS Commits $770M to Alts

April 10, 2024

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Former Merrill FAs Launch RIA with Dynasty Financial

April 10, 2024

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Kestra Financial Lands Borger Financial

April 10, 2024

Podcast

Cerity Acquires Agility, TRS of TX, Mariner Wealth & WEG

April 10, 2024

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Louisiana TRS Seeking International Small Cap Managers

April 09, 2024

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UoM Investment Office Discloses Three Alternative Investments

April 09, 2024

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IMRF Issues Investment Consultant RFP

April 09, 2024

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Kern Commits $25M to HPS

April 09, 2024

Dakota Talent

Prime Finance Seeks Investor Relationships Associate

April 09, 2024

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Sequoia Financial Acquires Houston RIA

April 09, 2024

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Ashton Thomas Welcomes $300M Colorado Team

April 08, 2024

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Fresno City Looking to Explore Non-US Real Estate

April 08, 2024

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Texas TRS Commits $146M to Alternatives

April 08, 2024

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Vermont Commits $60M to Private Equity, VC

April 08, 2024

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Austin Police Adds 2 Fixed Income Managers

April 08, 2024

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Chicago PABF Commits $40M to Private Credit

April 05, 2024

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Jacksonville Police & Fire Targeting $50M Between Real Estate, Private Credit

April 05, 2024

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Miami Beach Fire & Police Pension Commits $11M to Real Estate

April 05, 2024

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Wichita Retirement Commits $25M to Real Assets

April 05, 2024

Dakota Talent

CF Private Equity Seeking Sales Associate

April 05, 2024

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Creative Planning Acquires $2.2B Austin RIA

April 05, 2024

Podcast

CalPERS New CIO, Emerging Markets RFPs, NY Common’s $400M Emerging Manager Program Investment

April 05, 2024

Dakota Talent

Incline Investment Management Seeking Director of Business Development

April 05, 2024

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New Fund Launches for March 2024

April 05, 2024

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Texas County Commits $100M to Private Credit

April 04, 2024

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Rhode Island Invests $40M to Private Credit, Real Estate

April 04, 2024

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MoLAGERS Announces New CIO

April 04, 2024

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CalPERS Selects New CIO

April 04, 2024

Dakota Talent

JTP Capital Seeking Fundraising and CRM Database Management Assistant

April 04, 2024

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EP Wealth Acquires Wacker Wealth Partners

April 04, 2024

Dakota Talent

Mondrian Investment Partners Seeking Client Service and Business Development Officer

April 03, 2024

Dakota Talent

Greenbacker Capital Seeking Internal Sales Representative

April 03, 2024

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Rhode Island Targeting $510M to Alts in 2024

April 03, 2024

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Spokane ERS Hires Hyas Group as OCIO

April 03, 2024

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Mass Water Targeting $24M to Private Markets

April 03, 2024

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NY Common Commits $550M to Venture Capital, Real Estate

April 03, 2024

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Wells Fargo FAs Join LPL To Launch New Firm

April 03, 2024

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$700M Merrill FAs Depart to Sanctuary

April 03, 2024

Podcast

NEPC's Newest Principal, UBS' $1.3B Advisor Move, Massachusetts Pension Equity Searches, New Fund Launches

April 03, 2024

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Stratos Acquires RBC FA Team

April 02, 2024

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RBC Advisor Teams Flees to RayJay

April 02, 2024

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Illinois SURS Commits $54M to Real Estate

April 02, 2024

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DC Retirement Commits $425M to Alts

April 02, 2024

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Ohio School Employees’ Commits $10M to Private Equity

April 02, 2024

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Oklahoma Muni Commits $15M to Private Equity

April 01, 2024

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Ventura County Targeting $200M to Private Equity

April 01, 2024

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New Mexico SIC Commits $980M to Alts

April 01, 2024

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Nebraska Investment Targeting $400M to Real Estate, Private Equity

April 01, 2024

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RayJay Lures Former Wells Fargo FA

April 01, 2024

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Michigan Father-Son Duo joins UBS

April 01, 2024

Dakota Talent

Marine Layer Advisers Seeking Structured Note External Wholesaler

April 01, 2024

Dakota Talent

T. Rowe Price Seeking Private Equity Business Development Manager

March 30, 2024

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Regan Capital Seeks Internal Wholesaler

March 29, 2024

Dakota Talent

Regan Capital Seeking Mutual Fund Wholesaler

March 29, 2024

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Ventura County Commits $25M to Private Equity

March 28, 2024

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Nebraska Investment Commits $88M to Private Equity

March 28, 2024

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Texas Muni Discloses $963M to Alts

March 28, 2024

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Ohio PERS Hires Meketa

March 28, 2024

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$250M FA Duo Joins Avantax

March 28, 2024

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UBS FAs Form $1.3B Connecticut Team

March 28, 2024

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Austin City ERS Planning $140M to Private Credit in 2024, 2025

March 27, 2024

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Texas County Commits $30M to Private Equity

March 27, 2024

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Ontario Teachers' CFO Departing

March 27, 2024

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$1B Wells Fargo Team Shifts to Seventy2 Capital

March 27, 2024

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Raymond James Adds Advisor Lynette Ancona

March 27, 2024

Podcast

Caprock Acquires Grey Street, Tennessee & Tampa Allocation Adjustments, Consultant Update

March 27, 2024

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San Diego County Allocates $250M to Real Estate, Private Equity

March 26, 2024

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Hawaii ERS Commits $175M to Real Estate

March 26, 2024

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Hawaii ERS Targeting up to $1B in 2024 to Private Equity

March 26, 2024

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PA PSERS Hires Fixed Income Managers

March 26, 2024

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RayJay Adds Former $265M Janney Advisor

March 26, 2024

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Merrill Sibling Trio Departs to Launch New Practice with LPL

March 26, 2024

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Tampa General Boosts Target to Fixed Income

March 25, 2024

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Louisiana Police Retirement Invests $7M in Growth Equity

March 25, 2024

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Chicago Municipal Hires Lazard for Emerging Market Equities

March 25, 2024

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Tennessee Valley Retirement Adjusts Fixed Income Targets, Adds Loomis Sayles

March 25, 2024

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Father-Daughter Duo Joins Osaic

March 25, 2024

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Rockefeller Adds Former JPMorgan FAs

March 25, 2024

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Baltimore Retirement Narrows International Equity Search

March 22, 2024

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Lexington Police & Fire Preparing for Real Estate Search

March 22, 2024

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Fresno County Hires NEPC

March 22, 2024

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$160M Family FA Duo Departs From Carson Wealth

March 22, 2024

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Former UBS Team Flees To RayJay

March 22, 2024

Podcast

Industry Events, Concurrent Advisors, Arizona State Retirement Allocation

March 22, 2024

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San Antonio Fire & Police Considering Target Allocation Changes

March 21, 2024

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KC Public School Places $30M to Core Fixed Income and $20M to Private Credit

March 21, 2024

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CalPERS Commits $7.6B to Alts

March 21, 2024

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CalPERS Increasing Target to Private Equity, Private Credit

March 21, 2024

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Brown Brothers Harriman (BBH) Lands Hightower FA Duo

March 21, 2024

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LPL Financial Adds Louisiana Advisor

March 21, 2024

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San Joaquin Sticking with Meketa

March 20, 2024

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Arizona Retirement Targeting $1.85B to Private Equity, Private Credit

March 20, 2024

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LA Fire & Police Commit $30M to Spark Capital

March 20, 2024

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LACERA Commits $575M to Private Equity

March 20, 2024

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Wells Fargo Adds Massachusetts FA Team from Morgan Stanley

March 20, 2024

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LPL Adds Mississippi FA Team from Wells Fargo

March 20, 2024

Podcast

Anne Arundel County Co-Invest, Spokane RIA Move & Dakota Talent Intro

March 20, 2024

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Newport News Retirement Considering Real Estate, Infrastructure Searches

March 19, 2024

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Miami Fire Selects Infrastructure Manager

March 19, 2024

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Marin Replaces International Equity Manager

March 19, 2024

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Colorado PERA Appoints New CEO

March 19, 2024

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Carson Group Adds Advisor Duo from Elk River

March 19, 2024

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Caprock Acquires $2.2B Grey Street Capital

March 19, 2024

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Gwinnett County Increases Limit for Alternatives

March 18, 2024

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Milwaukee County Extends Marquette

March 18, 2024

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Boston Retirement Issues Real Estate RFP

March 18, 2024

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Anne Arundel Targeting $90M to Private Markets; Commits $50M to Apogem

March 18, 2024

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The Colony Group Names New President of Wealth Management

March 18, 2024

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Concurrent Recruits Advisor Trio from RayJay, Wells Fargo

March 18, 2024

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LGPS Invests £200M in M&G Real Estate

March 15, 2024

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CalSTRS Extending Meketa

March 15, 2024

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Milwaukee County Finalizes Fixed Income Search

March 15, 2024

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South Carolina Commits $250M to Alts

March 15, 2024

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Merit Financial Acquires $542M WA RIA

March 15, 2024

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LPL Lures Haul of FAs From Osaic

March 15, 2024

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UBS Family FA Team Joins Baird

March 15, 2024

Podcast

Bluespring Activity, LA Water & Power + Quincy Searches & Real Estate

March 15, 2024

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NYC Deferred Comp Plan Looking for Fixed Income Manager

March 14, 2024

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LA Water & Power Seeking Global Equity Manager

March 14, 2024

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Vermont Pension Commits $175M to Private Credit, Infrastructure

March 14, 2024

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Louisiana TRS Planning International Small Cap Search

March 14, 2024

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$210M FA Ameriprise Team Joins Osaic

March 14, 2024

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Brian Pflaum Joins LPL

March 14, 2024

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$500M FA Duo Departs to Ashton Thomas

March 14, 2024

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Alaska Retirement Hires Dimensional for International Equities, Emerging Markets

March 13, 2024

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Mobile Police & Fire Place $12M in Private Equity

March 13, 2024

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Louisiana TRS Commits $225M to Private Credit

March 13, 2024

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Ohio Police & Fire Commit $175M to Real Estate, Private Credit

March 13, 2024

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Savvy Wealth Welcomes Three FAs, Adds Custodian

March 13, 2024

Podcast

Illinois Emerging Markets Debt, Alaska Retirement & TRS of TX Look to Alts

March 13, 2024

Podcast

US Firms Invest in Dubai, Private Markets Searches + Consultants, MAI and Commonwealth Evolve

March 06, 2024

Podcast

Santa Barbara's 2024 Investment Plan, Global Equity in Favor, Endeavor Wealth's New Chapter

March 01, 2024

Podcast

Mercer Global Head of Real Assets, Wells Fargo Hiring Spree, LACERS Private Credit Goals

February 28, 2024

Podcast

Pathstone & Crestone Merge, New Faces at American University & BMO, Investment Strategies + Searches

February 23, 2024

Podcast

Fairfax & California Pension Activity, RIA Mergers, and AIMco’s big moves

February 16, 2024

Podcast

Emerging Manager Leadership, Alternative Allocations & Consultants, UBS & Merrill Moves

February 14, 2024

Podcast

Illinois' New CIO, LPL's Expansion, Summit's Acquisition Moves

February 09, 2024

Podcast

Mariner's Move, Mass PRIM's 2024 Vision, & OneDigital Acquires WealthSource

February 07, 2024

Podcast

Job Changes in Consulting, Blue Spring’s Acquisition, Oregon Invests $850M

February 02, 2024

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