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Insights on the go: Dakota Fundraising News Podcast

Iconiq Capital, RIA Acquisitions, Sacramento 2025 Investment Plan, Private Market Commitments, Fund Closings

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Hamilton Lane Direct Equity Team, CAPTRUST $5B Acquisition, Upcoming PE Search, CalPERS Commits $2.6B to Private Credit

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Aksia Real Assets Hire, LPL and US Bank Additions, Upcoming 2025 RFPs, New Private Market Investments, Fund Closings & Launches

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AIMCo Leadership Change, LPL in SoCal, Private Equity Fundraising Update

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New RIAs, Alberta TRS VP, Marin County Private Equity Plan, Florida SBA Q3 Commitments, Private Funds

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Dakota Fundraising News: November 6, 2024

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GQG Partners' Private Capital Solutions Biz Closes Maiden Fund

December 12, 2024

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VC Redesign Health Raises $175M for New Fund

December 12, 2024

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Rockefeller Launches Municipal Opportunities Fund

December 12, 2024

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Aussie Pension CBUS Stakes New Silvercrest Strategy with $1.3B in Seed Capital

December 12, 2024

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Virginia Retirement Commits $325M to Real Estate, Reviews 2025 Targets

December 12, 2024

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LACERA Allocates $257.5M in Private Equity, Real Estate Funds

December 12, 2024

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San Jose Police & Fire Commits $133.5M to Alts, OKs 25% Private Markets Target

December 12, 2024

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Minnesota SBI Retains Fidelity as Emerging Markets Equity Manager

December 12, 2024

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Hightower Invests in $800M Denver RIA Dechtman

December 12, 2024

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Summit Financial Acquires $500M Chicagoland RIA Midway

December 12, 2024

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RayJay Recruits $5B Utah Advisor Duo from Zions Direct

December 12, 2024

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LPL Nabs $540M Northeast Shop Prestige Wealth from Osaic

December 12, 2024

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$231M AUA Allwealth Planning Joins Cetera's Summit Financial Networks

December 12, 2024

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Carlyle's AlpInvest, Mubadala to Team Up on NAV Financing

December 12, 2024

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JP Morgan AM Expands Alts Access via CAIS Partnership

December 12, 2024

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BlackRock Launches Evergreen Private Markets Platform for Europe, ME, Asia HNW

December 12, 2024

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Ares Gives HNW Australian Investors Access to PE Strategy

December 12, 2024

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NY Life Investments to Buy 40% Stake in European Alts Manager Andera

December 12, 2024

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SageSpring Recruits NFL Vet Winston Justice to Lead Private Wealth Push

December 12, 2024

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J.F. Lehman Closes Sixth Flagship Fund at Firm-record $2.2B

December 12, 2024

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Beam Foundation Plans $150M Gaming-focused Venture Fund

December 12, 2024

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Gatewood Launches $75M Co-invest Program for Emerging Managers

December 12, 2024

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Iliad Partners Raises $50M at First Close of Tech Ventures Fund

December 12, 2024

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Report: Capria Ventures Launches Third India Fund

December 12, 2024

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Integral Breaches Minimum Target at First Close of Second PE Fund

December 12, 2024

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Wisconsin Investment Board Commits $1B to Alts in Q3 Deals

December 12, 2024

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DFW Airport Board Commits $10M to Real Estate Fund

December 12, 2024

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LIMRA: Corporate Pension Risk Transfer Sales Continue Tear, Hit $14.2B in Q3

December 12, 2024

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New Bedford Retirement Commences $110M Int’l Multi-Sector FI Search

December 12, 2024

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SDCERS Deliberates $255M Targets for 2025 PE, Infrastructure Pacing

December 12, 2024

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North Dakota SIB Selects NEPC as General Consultant

December 12, 2024

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PE-backed Homrich Berg Adds $6.4B Maryland MFO WMS Partners

December 12, 2024

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Lido Advisors Acquires $1.1B Los Angeles RIA Avitas Wealth

December 11, 2024

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Merit Financial Merges in $603M AUM Trinity Financial

December 11, 2024

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Allworth Financial Buys $383M RIA WealthPoint Advisors

December 11, 2024

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Periscope Recruits Two NY Advisors from Equitable

December 11, 2024

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Report: Merrill Lynch Appoints Market Execs for Baltimore, New York

December 11, 2024

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Report: UBS to Restructure US Wealth Management Business

December 11, 2024

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Zedra Links Up with $10B Fund Administrator Gryphon

December 11, 2024

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Hammes Partners Adds to Healthcare RE Funds Investment Committee

December 11, 2024

Podcast

ANZ's New CEO, SageView Acquires DC Consultant, Absolute Return Search Update, Private Market Investments, Virtus Private Credit CLO ETF

December 11, 2024

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Report: Apollo Gearing Up for $25B Flagship PE Fundraise in 2025

December 11, 2024

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Biotech VC Dimension Launches $500M Second Fund

December 11, 2024

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Nuveen the Latest to Launch New CLO ETF Strategies

December 11, 2024

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Report: Energy Capital Partners Targets $5B for Sixth Flagship Fund

December 11, 2024

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San Francisco ERS Commits $275M to Hedge Fund, Private Credit

December 11, 2024

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Sacramento County Commits $50M to Hudson Bay Hedge Fund

December 11, 2024

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Report: Rockefeller Endowment Taking Some Profits on Private Credit Funds

December 11, 2024

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Imperial County Considers HarbourVest $10M Allocation, Contract Extension

December 11, 2024

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Mendocino Adopts New Int’l Equity Structure, Will Seek Two New Managers

December 11, 2024

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Wyoming State Selects Carlyle as New RE Manager with $250M Allocation

December 11, 2024

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$35B Wellington-Altus Seeks Third PE Backer, Offers up to 30% Stake

December 11, 2024

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Modern Wealth Gets $500M AUM Boost with Triple Acquisition

December 11, 2024

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Apella Wealth Buys $218M RIA Barker Financial Group

December 11, 2024

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RayJay Recruits $400M Kentucky Advisor from Merrill

December 11, 2024

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Perigon Adds $170M Florida Team from UBS

December 11, 2024

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Bryn Mawr Enlists Three Advisors from Wilmington Trust

December 11, 2024

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Report: Bleakley, Wealth Enhancement Cutting LPL Ties

December 11, 2024

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Swiss Wealth Boutiques Alasia, Belvoir Capital to Merge

December 11, 2024

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Report: Prudential Mulls Options for Singapore-based AM Biz

December 11, 2024

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Report: Hedge Fund Marshall Wace to Open Abu Dhabi Office

December 10, 2024

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Report: Carson Group President Shepherd the Latest Exec Departure

December 10, 2024

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Pantheon Files for Evergreen Infrastructure Fund Targeting US HNW

December 09, 2024

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Camco Makes $185M First Close on Africa Renewable Energy Debt Fund

December 09, 2024

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Spanish PE Buenavista Raises €100M at First Close of Healthcare Fund

December 09, 2024

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INVL Raises $13.25M for HNW RE Fund Investing in Brookfield Funds

December 09, 2024

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MAI Capital Buys $350M AUM Carmichael Hill of Maryland

December 09, 2024

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Report: Merrill Lynch Adds $270M Wells Fargo Advisory Team in CA

December 09, 2024

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LPL Recruits $200M FL Advisor from JPM

December 09, 2024

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Report: Talks Now Off for Amundi to Acquire Allianz Global Investors

December 09, 2024

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CAIS/Mercer: Financial Advisors Keen to Grow Clients' Alts Exposure

December 09, 2024

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Polen Capital, Lone Star Approved for New Abu Dhabi Offices

December 09, 2024

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Fortress Nabs Apollo Partner, Revamps Fundraising, Sales, RM Team

December 09, 2024

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Vanguard Taps Former Fidelity Exec to Lead New Advice, Wealth Mgmt Division

December 09, 2024

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Ameriprise Names SVP for Experienced Advisor Recruiting

December 09, 2024

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Golub Capital Names Middle East MD, Plans Abu Dhabi Office

December 09, 2024

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Tennessee Commits $300M to Private Credit, Real Estate Funds

December 09, 2024

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Louisiana TRS Invests $210M in VC, Infrastructure Funds

December 09, 2024

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Texas TRS Makes $175M Investment in Two PE Funds

December 09, 2024

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LASERS Allocates $100M to KKR’s Large Buyout Fund XIV

December 09, 2024

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Plymouth County Narrows Down to Four Finalists in Non-Core RE Manager Search

December 09, 2024

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Apollo Invests in $370M Santander Infrastructure Portfolio

December 09, 2024

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Bullish on M&A Outlook, Firms Scramble for Scale in Private Credit

December 06, 2024

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Report: Advent Gauges Investor Interest for New Flagship Fund

December 06, 2024

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Singapore's Temasek Unveils $7.45B Private Credit Platform

December 06, 2024

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Atlas Venture Closes Fourteenth Biotech Startup Fund at $450M

December 06, 2024

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Healthtech Investor Lauxera Makes €300M First Close on Second Fund

December 06, 2024

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Slättö Hits Halfway Mark with $229.5M First Close of Nordic Value-add RE Fund

December 06, 2024

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Report: Navis Secures $135M on First Close of Debut Asia Credit Fund

December 06, 2024

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Seedstars Africa Ventures I Bags $42M at First Close

December 06, 2024

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Newport News Retirement Commits $24M to Prisa Real Estate Fund III

December 06, 2024

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Cook County Kicks off $450M Int'l Equity Manager Search

December 06, 2024

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Iowa Narrows Absolute Return Manager Search, Releases 2025 Alts Pacing

December 06, 2024

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MassHousing Selects Three PE Managers, Allocates $24M

December 06, 2024

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SageView Buys $400M AUA DC Plan Consultant

December 06, 2024

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Serenus Wealth Goes Bi-coastal with New Partner, NY Office

December 06, 2024

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Wells Fargo Hires New England Market Head from JPM

December 06, 2024

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Focus Financial Taps GR&F as Fourth "Hub"

December 06, 2024

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Cerulli: Managers Must Adapt Tactics to Better Engage with Consultants

December 06, 2024

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HSBC Wealth CEO Spring Out in Latest Reorg

December 06, 2024

Podcast

BlondBloxx Private Credit ETF, Mariner Wealth Completes Double Deal, 2025 Private Market Commitment Plans, PE & RE Search Winners, S3 Capital First Close

December 06, 2024

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UniCredit to Distribute Blackstone PE Fund to HNW in Italy

December 05, 2024

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Report: Real Estate Investor Proprium Capital Exploring Sale

December 05, 2024

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Mubadala Capital to Buy 42% Stake in Credit Manager Silver Rock

December 05, 2024

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Report: Amundi in Talks to Acquire Allianz Global Investors

December 05, 2024

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Blue Owl Credit Funds Pledge $350M to Fintech Splitero

December 05, 2024

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In Bid to Scale, Boehly Reorgs $74B Capital, Wealth Mgmt Businesses

December 05, 2024

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Prairie Sky Partner Leaves to Launch IHT-affiliated Harbor Wealth Group

December 05, 2024

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RayJay Secures $400M Southern Illinois Advisor for New HNW Practice

December 05, 2024

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Concurrent Investment Adds Eight Advisors, $885M in AUM

December 05, 2024

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Kansas PERS Selects Two New FI Managers to Replace Wamco

December 05, 2024

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DC Retirement Preps Int’l Equity Search, Commits $100M to EnCap Fund

December 05, 2024

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Cincinnati Retirement Commits Up to $30M to Three PE Funds

December 05, 2024

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Houston Police Allocates $50M to NB Private Debt Fund V

December 05, 2024

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Rhode Island Considers $82M in Credit, Real Estate Investments

December 05, 2024

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Aliph PE Fund Secures Saudi Venture Capital Backing

December 05, 2024

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Virtus a Quickfire Second to Market with New Private Credit CLO ETF

December 05, 2024

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EQT Launches Energy Transition Infrastructure Strategy

December 05, 2024

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Valeas Capital Closes Debut Institutional Buyout Fund at $600M

December 05, 2024

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Triton Raises Over €1B for Third Debt Opportunities Fund

December 05, 2024

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H.I.G. Capital Closes Loan Opportunity Fund VII at $1B

December 05, 2024

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Hunt Capital Raises $193.5M for Housing Tax Credit Fund

December 05, 2024

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Ibex Closes on $40M Israel-focused Secondary Fund

December 05, 2024

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Corrum Capital Closes on AvAir Continuation Fund

December 05, 2024

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Connecticut Considers Nearly $2B in Alts Commitments

December 05, 2024

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Alaska Retirement Commits $300M to Alts, Discloses 2025 PE Plan

December 05, 2024

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NY State CRF Allocates $850M to PE, PC Funds

December 05, 2024

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Fresno County Reviews $125M PE Portfolio Pacing for 2025

December 05, 2024

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Chicago PABF Selects Three Managers in $100M Private Equity Search

December 05, 2024

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Mariner Adds $878M in AUM with FL, CA Advisory Acquisitions

December 05, 2024

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In LA Story, Founder of $300M RIA Sells to SEIA, Where She Began Career

December 05, 2024

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Allworth Adds $500M RIA Ryan Wealth to Boost NorCal, PNW Presence

December 05, 2024

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LPL Enlists $550M Tampa (FL) Team from AIG

December 04, 2024

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$465M AUM First Citizens Switches Affiliation to Cetera from LPL

December 04, 2024

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Silver Oak Lures $155M Michigan Team from Cetera

December 04, 2024

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Report: European Family Offices Optimistic about 2024 Investment Returns

December 04, 2024

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Report: Millennium Allots $3.3B More to Other Managers Amid Expansion

December 04, 2024

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Nitrogen Unveils Marketing, Distribution Solution for AMs

December 04, 2024

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Brookfield AM Opens New Office Hub in Paris

December 04, 2024

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PGIM Head Sullivan Promoted to Prudential CEO

December 04, 2024

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Northern Trust Appoints President for Pacific Northwest Ops

December 04, 2024

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Evelyn Partners Hires New Lead for Independent Advisor Biz Dev

December 04, 2024

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TCW Closes Third CLO Fund in 2024 at $400M

December 04, 2024

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S3 Capital Raises $335M at First Close of Real Estate Credit III Fund

December 03, 2024

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Report: Investec Secures €200M in First Close of Private Debt Fund II

December 03, 2024

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Blue Earth Makes $113M First Close on Debut Evergreen Private Credit Fund

December 03, 2024

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VC Firm Cadenza Closes on $50M Early-stage AI Venture Fund

December 03, 2024

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BondBloxx Launches First-of-its-kind Private Credit ETF

December 03, 2024

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PenderFund Capital Launches New US Equity Fund

December 03, 2024

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Oregon Public Employees Invests $350M in RE, Real Assets Funds

December 03, 2024

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Arkansas TRS Commits $225M to PE, RE, Targets $400M to PE in 2025

December 03, 2024

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StanCERA Commits $20M to Crayhill Private Credit Fund

December 03, 2024

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Hedge Fund UBS O’Connor Injects £50M into VC VentureX

December 03, 2024

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Brookfield Purchases $1B CRE Loan Portfolio from Valley National

December 03, 2024

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Cook County Selects Three Managers for $60M Non-core RE Mandate

December 03, 2024

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$5.3B Chicago-based RIA VestGen Wealth Partners Launches

December 03, 2024

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Miracle Mile Snaps Up $194M Offit Advisors of Columbia (MD)

December 03, 2024

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Mercer Global Buys $110M RIA Frango Financial

December 03, 2024

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Report: Wells Fargo Recruits $625M CA Teams from Morgan Stanley, LPL

December 03, 2024

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$427M Ohio Practice Arc Private Wealth Joins Kestra

December 03, 2024

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LPL Welcomes Back $250M Arizona Advisor

December 03, 2024

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RayJay Nabs $190M SoCal Advisor from Morgan Stanley

December 03, 2024

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Rockefeller Adds Former Merrill Lynch Team to Global Family Office

December 03, 2024

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Ameriprise Attracts $100M Washington (DC) Advisor from LPL

December 03, 2024

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Partners Group to Acquire €14B Real Estate Investment Manager Empira

December 03, 2024

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Chimera Investment Snaps Up Alts Asset Mgr Palisades Group

December 03, 2024

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Wamco Makes Leadership Changes Following Leech SEC Charges

December 03, 2024

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Constellation Wealth Recruits new SVP from Callan

December 03, 2024

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Snowden Lane Adds Bethesda (MD) Office Head to National Recruitment Team

December 03, 2024

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Alts GP-focused Agency Principal Marketing Associates Launches

December 03, 2024

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Harbor Capital Names New Head of Portfolio Solutions

December 03, 2024

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LPL Names Cybersecurity Expert as Chief Information Security Officer

December 03, 2024

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P10 Appoints Chief Information Officer

December 03, 2024

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Report: Carlyle-backed VC Abingworth Launches $1.5B Clinical Trials Fund

December 03, 2024

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Report: MARK Cap Mgmt Closes Second Pan-European Logistics Fund at €660M

December 03, 2024

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Apheon Closes HarbourVest-backed €435M Continuation Fund

December 03, 2024

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Apse Capital Closes €350M Continuation Fund with JP Morgan AM Support

December 03, 2024

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Report: Millennium Alum’s Taula Capital to Reopen for Add’l $1B Raise

December 03, 2024

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Raiven Capital Unveils $125M Emerging Tech Fund

December 03, 2024

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Report: Neuberger Berman to Launch New Fund for Unlisted Japan Stocks

December 03, 2024

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Aviva Launches Latest DC Pension Plan Fund Targeting Private Debt

December 03, 2024

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Forum Partners Raising up to $50M for Private Credit RE Fund

December 03, 2024

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WealthTech Range Raises $28M in Latest Funding Round

December 03, 2024

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Dutch Pension ABP Buys €2.7B Mortgage Portfolio from NIBC

December 03, 2024

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Kern County Considers $240M Investment in Aristotle FI Strategy

December 03, 2024

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IFC Makes $30M Anchor Investment in Nexxus Private Debt Fund

December 03, 2024

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Partners Group Invests $1.2B in Infra Secondaries, a 70% YOY Increase

December 03, 2024

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OCERS Plans 2025 Real Assets, Private Credit Pacing, Invests $274M in Alts

December 03, 2024

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Marlborough (MA) Starts $30M Small-cap Equity Manager Search

December 03, 2024

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Jacksonville Police & Fire Retains RVK as Investment Consultant

December 03, 2024

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Sequoia Financial Acquires Eide Bailly’s $1.6B Wealth Business

December 03, 2024

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Skerritts Rebrands as Shackleton, Buys Four Advisors with £1.5B Total AUM

December 03, 2024

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Cresset Secures $150M Investment from Constellation Wealth

December 03, 2024

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Equitable Adds TX, CA Advisors Managing a Combined $200M

December 03, 2024

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RayJay Enlists $200M Michigan Father-Son Team from Wells Fargo

December 03, 2024

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CFD Provides Recruiting Update, Adds $300M in AUA

December 03, 2024

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RayJay Adds $105M Edward Jones Advisor to Fort Meyers (FL) Team

December 03, 2024

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Aegis Capital Draws $100M Florida Advisor from Ameriprise

December 03, 2024

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BlackRock Inks $12B Stock Deal to Buy $148B Private Credit Specialist HPS

December 02, 2024

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Abacus Life Closes Purchase of $2B Life Settlement Fund Manager Carlisle

December 02, 2024

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Report: Franklin Templeton Gets Regulatory Nod for First HNW PE Offering

December 02, 2024

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Report: Millennium Taps Two Hedge Fund Teams to Manage $1.8B

December 02, 2024

Podcast

Iconiq Capital, RIA Acquisitions, Sacramento 2025 Investment Plan, Private Market Commitments, Fund Closings

November 22, 2024

Podcast

Hamilton Lane Direct Equity Team, CAPTRUST $5B Acquisition, Upcoming PE Search, CalPERS Commits $2.6B to Private Credit

November 20, 2024

Podcast

Aksia Real Assets Hire, LPL and US Bank Additions, Upcoming 2025 RFPs, New Private Market Investments, Fund Closings & Launches

November 15, 2024

Podcast

AIMCo Leadership Change, LPL in SoCal, Private Equity Fundraising Update

November 13, 2024

Podcast

New RIAs, Alberta TRS VP, Marin County Private Equity Plan, Florida SBA Q3 Commitments, Private Funds

November 08, 2024

Podcast

Dakota Fundraising News: November 6th, 2024

November 06, 2024

Podcast

Dakota Fundraising News: November 1st, 2024

November 01, 2024

Podcast

Dakota Fundraising News: October 30th, 2024

October 30, 2024

Podcast

Dakota Fundraising News: October 25th, 2024

October 25, 2024

Podcast

Dakota Fundraising News: October 23rd, 2024

October 23, 2024

Podcast

Dakota Fundraising News: October 16, 2024

October 16, 2024

Podcast

Dakota Fundraising News: October 9th, 2024

October 09, 2024

Podcast

New Fund Launches, Merrill's $1.5B Move, Upcoming International Small Cap RFP, Private Credit Allocations

October 04, 2024

Podcast

Citi & Apollo Private Credit, Steward Partners Head of Wealth Management, Morgan Stanley $1.2B Acquisition, Timber/Farmland RFP, Texas TRS Investment Plan

October 02, 2024

Podcast

Non-Profit OCIOs, AIMCo Executive Team, RBC's New $2.8B Team, LA Fire Real Estate Plan, Private Market Allocations

September 27, 2024

Podcast

Family Office Trends, Australian Super, True North's New Dallas Acquisition, Fixed Income RFPs, Recent Allocations, Conferences

September 25, 2024

Podcast

Global Equity RFP, Private Market Consultants & Allocations, Sanctuary Wealth's $2B Partnership, University Hospitals CIO

September 20, 2024

Podcast

Private Credit ETF, Innovia Wealth CIO, Private Real Estate RFP, Recent Allocations

September 18, 2024

Podcast

OMERS Private Equity, LPL, Value-Add RE RFP, Alternative Commitments

September 13, 2024

Podcast

Wealth Enhancement Group, Private Credit Allocations, Latest RFPs Including Hedge Funds and EM Equity, Pension Investments

September 11, 2024

Podcast

Texas Muni Team Hires, New Denver UBS Team, Upcoming RFPs, Consultant Searches and Hires

September 06, 2024

Podcast

Maryland's Deputy CIO, Raymond James New Advisor, Alternatives Commitment Plans, Small Cap Hire

September 04, 2024

Podcast

Growth of Alts, PSP Investments, Upcoming Small Cap Search, Private Equity Allocations

August 28, 2024

Podcast

People Moves, Raymond James, ACCESS Pool Direct Lending Search, RFP Finalists, Alternative Investments

August 23, 2024

Podcast

Canadian Public Pension Board, NYU's New CIO, Advisor Team Updates, Alt Investment Plans

August 21, 2024

Podcast

Pacing Plans for Alts, RIA Move in Toronto, VRS Job Change

August 16, 2024

Podcast

Private Markets at Rockefeller, NY State Common’s 1.2B Move, Alts Searches

August 14, 2024

Podcast

IPOPIF Deputy CIO, Wealth Enhancement Group Acquisition, US Fixed Income & Emerging Market Equity RFPs, Recent Alternative Commitments

July 10, 2024

Podcast

Investment Consultant Updates, Advisor Moves, US Equity & Real Estate RFPs, Recent Alternative Investments

June 28, 2024

Podcast

NewEdge Advisors Acquisition, Real Estate & EM Equity RFPs, Global Equity Manager Hires, Alternative Commitments

June 20, 2024

Podcast

Missouri ERS Head of PE, New UBS Team, PE & High Yield RFPs, Ireland Strategic Investment Fund

June 14, 2024

Podcast

New $1B RIA Formed, Direct Lending RFPs, SMID Cap Manager Hire, New PE Fund Launch

June 12, 2024

Podcast

RIA Founded by NFL Players, Real Estate RFP, UK Investment Coverage

June 07, 2024

Podcast

Cook County New Hire & RE Search, Focus Financial Firms Joining The Colony Group, Emerging Manager RFPs, Mid Cap Manager Hires

June 05, 2024

Podcast

Small Cap, Private Equity & Infrastructure RFPs, Waverly Advisors Acquisitions, Miracle Mile Advisors CIO, Pension Investments

May 31, 2024

Podcast

City of Holyoke Retirement, New PE Fund Launch, Merrill Lynch and LPL Acquisitions

May 29, 2024

Podcast

CalSTRS CIO, William Blair Expands in Philly, Upcoming Investment Searches, New PE Fund Launch

May 22, 2024

Podcast

Guardian Life's Head of Investment Strategy, RIA Activity, LACERS 2024 RE Plan, Fixed Income Manager Hires, Consultant Search

May 17, 2024

Podcast

Abu Dhabi Head of NA Infrastructure, AlTI Global Acquires Envoi, Meketa RFPs, LA Pension New Investments

May 15, 2024

Podcast

Gordon Ross Leaving LGPS, New $115B RIA, Private Equity RFP, NY Common Investments

May 10, 2024

Podcast

Gordon Ross Leaving LGPS, New $115B RIA, Private Equity RFP, NY Common Investments

May 10, 2024

Podcast

MAI Capital Acquisition, NYSTRS Invests $900M, Newest Investment RFPs

May 08, 2024

Podcast

Canada Post Pension Plan, Consultant Acquisitions, Washington State IB

May 03, 2024

Podcast

LPL's Continued Momentum, City of Milwaukee Pension and Alternative Investment News

May 01, 2024

Podcast

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

April 26, 2024

Podcast

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

April 24, 2024

Podcast

University of Alabama Investment, LPL Continues to Grow

April 19, 2024

Podcast

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

April 17, 2024

Podcast

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

April 12, 2024

Podcast

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

April 10, 2024

Podcast

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

April 05, 2024

Podcast

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

April 03, 2024

Podcast

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

March 27, 2024

Podcast

Industry Events, Concurrent Advisors, Arizona State Retirement Allocation

March 22, 2024

Podcast

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

March 20, 2024

Podcast

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

March 15, 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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