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Insights on the go: Dakota Fundraising News Podcast

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

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

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

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

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

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Podcast

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

September 20, 2024

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Aussie Pensions to Explore $40B MOE

September 19, 2024

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LSERS Invests $60M in Alts

September 19, 2024

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BlackRock, Microsoft, UAE Partner on $30B AI Infrastructure Fund

September 19, 2024

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Alaska Retirement Commits $150M to PE, Private Credit

September 19, 2024

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Virginia Retirement Maintains Alts Push, Adds $500M Commitment

September 19, 2024

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Report: Rockefeller Recruits Head of $3.6B Morgan Stanley Team

September 19, 2024

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Moneta Hires New M&A Director to Bolster Expansion

September 19, 2024

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True North to Cross $4B Mark With Clear Rock Acquisition

September 19, 2024

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KCERA Invests $25M in Private Credit, Terminates Fixed Income Manager

September 18, 2024

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Kentucky PPA Plans Additional $35M Real Asset Investment

September 18, 2024

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LACERA Allocates $545M to European Alts

September 18, 2024

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Report: JPMorgan Recruits $600M Bernstein Advisor

September 18, 2024

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Sanctuary Wealth Adds $2.2B Centel Wealth Advisory

September 18, 2024

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Challenging Post-COVID Environment Could Continue Nonprofit Shift to Alts, OCIOs

September 18, 2024

Podcast

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

September 18, 2024

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Fort Lauderdale Police & Fire Hires GQG for International Equity

September 17, 2024

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Kansas PERS Commits $180M to PE, Reviews Target Allocations

September 17, 2024

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South Carolina RSIC Commits $305M to Alts

September 17, 2024

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UBS: Private Assets Key to Portfolio Alpha; Real Assets, PE Key Growth Areas

September 17, 2024

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Report: BlackRock Overhauls Private Credit Business

September 17, 2024

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Ares Raises $3.3B+ With Latest Opportunistic US Real Estate Fund

September 17, 2024

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FA Duo Launch The Bindra Group with LPL

September 17, 2024

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EP Wealth Acquires $1.1B CornerCap

September 17, 2024

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Maine PERS Commits $50M to Private Equity

September 16, 2024

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ND SIB Hires Two Sigma for Public Equity, Commits $75M

September 16, 2024

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BNY Expanding RIA, IBD Access to Private Market Products

September 16, 2024

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Wells Fargo Recruits $1.8B Chicago Team

September 16, 2024

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UBS Adds $650M Bethesda (MD) Team

September 16, 2024

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Private Credit ETF Race Heats Up

September 13, 2024

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Sacramento County Commits $40M to Private Equity

September 13, 2024

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Marin County ERA Retains Callan

September 13, 2024

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NY State CRF Reports July Commitments, Terminations

September 13, 2024

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Edward Jones Reunites with PA Advisor

September 13, 2024

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Wells Fargo Lures Morgan Stanley Advisor

September 13, 2024

Podcast

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

September 13, 2024

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Edward Jones Reunites with PA Advisor

September 12, 2024

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Wells Fargo Lures Morgan Stanley Advisor

September 12, 2024

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Royal Mail Pension Confirms New CEO Airey

September 12, 2024

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Hialeah ERS Allocates $20M to Private Credit, Replaces Equity Manager

September 12, 2024

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Weymouth (MA) Board Seeks $10M RE Opportunity

September 12, 2024

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OMERS to Transition PE Leadership in 2025

September 12, 2024

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MassHousing Evaluates Emerging Market Debt, Equities, PE Managers

September 12, 2024

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Ventura County Commits $80M to Private Markets, Places Wamco on Watchlist

September 12, 2024

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New York State DCP Undertakes US Equity, FI Search

September 12, 2024

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CalPERS Allocates $6.4B to Alts YTD

September 12, 2024

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Tennessee CRS Invests $170M With Bain, Divests Property

September 11, 2024

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Texas County Commits $58M to Private Equity

September 11, 2024

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San Joaquin County Commits $113M to Alts

September 11, 2024

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State of Wisconsin Invests $615M in Alts

September 11, 2024

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LPL Financial Welcomes Apex Private Wealth Advisors

September 11, 2024

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BrookBridge Private Wealth Aligns with LPL Financial

September 11, 2024

Podcast

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

September 11, 2024

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Taunton CRS Makes Manager, Custodian Updates

September 10, 2024

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Indiana PRS Invest $568M to Private Markets, Real Assets

September 10, 2024

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San Fran ERS Allocates $125M to Private Equity, Real Estate

September 10, 2024

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Texas TRS Commits $460M to Alts

September 10, 2024

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Edward Jones Adds Minnesota Advisor

September 10, 2024

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LPL Financial Welcomes Northern Plains Financial

September 10, 2024

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DFW Airport Board Allocates $10M to Sabal FI Strategy

September 09, 2024

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Detroit City Police & Fire Commits $10M to Private Credit

September 09, 2024

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Detroit GRS Invests $60M in Private Credit

September 09, 2024

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Santa Barbara County ERS Commits $60M to Real Estate, Infrastructure

September 09, 2024

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Baird Welcomes Advisor to Fairfax, VA Office

September 09, 2024

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Ameriprise Financial Snags Edward Jones Advisor

September 09, 2024

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Frederick County Employees Selects New Equity Managers

September 06, 2024

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Philly Pension Board Expands Marquette Relationship

September 06, 2024

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Jacksonville Police & Fire Issues Investment Consultant RFP

September 06, 2024

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FA Vet Returns to Morgan Stanley

September 06, 2024

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WEG Welcomes Newly Acquired Philadelphia FA Team

September 06, 2024

Podcast

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

September 06, 2024

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CenterSquare Announces $100M First Close on Private RE Fund

September 05, 2024

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University of Houston Plans Hedge Fund Commitments, Redemptions

September 05, 2024

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Illinois Municipal Approves $80M to Alts, Selects Callan

September 05, 2024

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Ohio Police Commits $200M to Real Estate, Infrastructure

September 05, 2024

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Louisiana TRS to Commit up to $4B to Alts in FY25

September 05, 2024

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Husband-Wife FA Duo Join Cetera

September 05, 2024

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Mercer Global Acquires Benchmark Wealth Management

September 05, 2024

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San Mateo Allocates $80M to Private Credit, Private Equity

September 04, 2024

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Maryland State Retirement Selects Deputy CIO

September 04, 2024

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Deloitte: Number of Family Offices to Grow 75% by 2030

September 04, 2024

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TRS Illinois Allocates $350M to Private Markets

September 04, 2024

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New Mexico SIC Allocates $680M to Alts, Mulls Public Debt RFP

September 04, 2024

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Industry Financial Advisor Vet Joins Cetera

September 04, 2024

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UBS Welcomes Merrill FA Duo Team

September 04, 2024

Podcast

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

September 04, 2024

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San Jose Police & Fire Commits $200M+ to Alts

September 03, 2024

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Chicago Teachers' Selects Loop Capital for $250-$350M Core FI Mandate

September 03, 2024

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Baltimore County ERS Issues Alts RFP

September 03, 2024

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RBC Snags Two Wells Fargo FA Teams

September 03, 2024

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RayJay Welcomes Garrison Financial Group

September 03, 2024

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Baird Expands Presence In Minnesota

August 29, 2024

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Denver Gilliand Goes Independent with DSG Capital Advisors

August 29, 2024

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LACERS Mulls Allocation Shift to Real Assets, Extends with Axiom

August 29, 2024

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Wayne County ERS Commits $15M to Sturbridge PE Fund

August 29, 2024

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Kentucky PPA Significantly Ups Allocation to Specialty Credit

August 29, 2024

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Norges Invests €900M to CIP Renewable Fund

August 29, 2024

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Louisiana TRS Commits ~$362M to Private Equity

August 29, 2024

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Montana Board Commits $400M+ to Alts

August 29, 2024

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LA WPERP Ups Target Allocation to Alts, Cuts Global Equity, Fixed Income

August 28, 2024

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Ampersand Partners Welcomes One Private Wealth

August 28, 2024

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Kelly Compton Joins LPL Affiliate Client Centric Wealth Management

August 28, 2024

Podcast

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

August 28, 2024

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Sacramento County Commits $36M to Private Equity, Infrastructure

August 27, 2024

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LASERS Allocates $100M to Secondary Fund

August 27, 2024

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Canadian Wealth Funds Co-Invest $145M in MBK Energy Transition Fund

August 27, 2024

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APERS Selects Boston Partners as New Large-Cap Value Manager

August 27, 2024

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LA Fire & Police Commits $225M to Alts

August 27, 2024

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RayJay Welcomes Zipf Wealth Management

August 27, 2024

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Kingsview Partners Welcomes Edward Jones FA Duo

August 27, 2024

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Wayne County ERS Retains Fixed Income Manager

August 26, 2024

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Houston Firefighters Invest $20M to Private Equity

August 26, 2024

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PSP CIO Investments Stepping Down

August 26, 2024

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Sanctuary Welcomes TOVA Wealth

August 26, 2024

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FA John Terrion Joins RBC Wealth Management

August 26, 2024

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NEST Appoints Campbell Global for Timberland Manager

August 23, 2024

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Bain: Private Markets AUM Could Reach $65T by 2032

August 23, 2024

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Colorado Fire & Police Commits $80M to Private Markets

August 23, 2024

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ACCESS Pool Issues Senior Secured Direct Lending RFP

August 23, 2024

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The Paradigm Group Jumps to RBC

August 23, 2024

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LPL Snags 30 FAs From Lincoln Financial

August 23, 2024

Podcast

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

August 23, 2024

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LSERS Approves Target Allocation Updates

August 22, 2024

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Baltimore Fire and Police Commits $20M to Private Equity

August 22, 2024

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Fort Lauderdale Police & Fire Allocates $70M

August 22, 2024

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PA PSERS Commits $720M to Private Markets

August 22, 2024

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Karen DeBaker Joins Threshold Financial Partners

August 22, 2024

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City of Hartford Approves 2024 Alts Commitment Pacing Plans

August 21, 2024

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New Hampshire Commits $175M to Private Equity, Private Credit

August 21, 2024

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LACERA Commits $700M to Private Equity, Hedge Funds

August 21, 2024

Podcast

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

August 21, 2024

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Raymond James Expands Financial Institutions Division

August 21, 2024

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RayJay Welcomes The Perl Group

August 21, 2024

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Kern County Allocates $305M to Emerging Markets Equity, Private Markets

August 20, 2024

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Chicago Teachers' Commits $10M to Venture Capital; Narrowed Core Fixed Income Manager Search

August 20, 2024

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Franklin Regional Retirement Selects Mid Cap Value Manager

August 20, 2024

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Virginia Retirement System Allocates $1.9B to Alts

August 20, 2024

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4Point Wealth Management Joins LPL

August 20, 2024

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Stifel Financial Snags Former Kentucky Baird FA Team

August 20, 2024

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Baltimore Retirement Invests $50M in Private Markets

August 19, 2024

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CPP Investments Commits $1.6B in 1Q2025; Appoints Global Head of Private Equity

August 19, 2024

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AON Outlines PE Strategy Opportunities

August 19, 2024

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NewEdge Wealth Expands Its Florida Footprint

August 19, 2024

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NewEdge Wealth Expands Presence in Pennsylvania

August 19, 2024

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Paul Hoskin Departs to Summit Trail Advisors

August 16, 2024

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LPL Financial Welcomes Wealthstead Financial Advisors

August 16, 2024

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Ontario Teachers’ Appoints CFO

August 16, 2024

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CalSTRS Approves Target Allocations

August 16, 2024

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Chicago LABF Appoints Executive Director

August 16, 2024

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Campbell Lutyens: Record $137B Secondaries Volume Possible in 2024

August 16, 2024

Podcast

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

August 16, 2024

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Wales Pension Plan Appoints Real Estate Managers

August 15, 2024

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Alameda Contra-Costa Hires Core Fixed Income, Private Equity Manager

August 15, 2024

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Minnesota SBI Makes $825M in New Private Markets Commitments

August 15, 2024

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RayJay Lures Indiana Baird FA Team

August 15, 2024

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Commonwealth Welcomes Krueger Financial Services

August 15, 2024

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West Palm Beach Police Commits $12M to Private Equity

August 14, 2024

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Louisiana Parochial ERS Approves Target Allocations

August 14, 2024

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LASERS Renews City of London for Emerging Markets Equity

August 14, 2024

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Joanna Knieberg Shifts to RayJay

August 14, 2024

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Q5 Wealth Management Joins Ameriprise Financial

August 14, 2024

Podcast

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

August 14, 2024

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Frederick County Employees Selects U.S. Equity Managers

August 13, 2024

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San Francisco ERS Commits $170M to Alts

August 13, 2024

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Milford Pension Retirement Commits $12.5M to Longford

August 13, 2024

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Corient Acquires Two RIAs in July

August 13, 2024

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Alberto Francis Launches Rockview Private Wealth

August 13, 2024

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Contra Costa Commits $230M to Private Equity

August 12, 2024

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Georgia Peace Officers’ Fund Selects Private Credit Manager

August 12, 2024

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Texas County Commits $200M to Private Credit

August 12, 2024

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Harbor Lights Financial Group Returns to LPL Financial

August 12, 2024

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CV Advisors Welcomes Miami Advisor Ari Hadida

August 12, 2024

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Louisiana Municipal ERS Commits $25M to Private Equity; Approves Allocation Changes

August 09, 2024

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Norwalk City Employees Increases Target to Core Fixed Income

August 09, 2024

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NY State Common Commits $1.2B

August 09, 2024

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The Retirement Planning Group Acquires Watters Financial Services

August 09, 2024

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Andrew Widing Transitions To Raymond James

August 09, 2024

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Illinois TRS Seeking Private Equity Consultant

August 08, 2024

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Delaware Public Employees’ Commits $120M to Private Equity

August 08, 2024

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Texas TRS Commits $75M to Infrastructure

August 08, 2024

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LPL Financial Welcomes SoundWay Financial

August 07, 2024

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Somerville Retirement System Issues Real Estate RFP

August 07, 2024

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Austin City ERS Hires Meketa

August 07, 2024

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Kanas PERS Commits $85M to Real Estate

August 07, 2024

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Town of Plymouth Retains Small Cap Manager

August 06, 2024

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CDPQ Selects Fiera Capital with C$600M

August 06, 2024

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NYSTRS Commits $825M to Private Equity

August 06, 2024

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Mass PRIM Commits $706M to Private Equity; Selects New International Managers

August 05, 2024

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New Jersey Allocates $750 to Alts

August 05, 2024

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LA Fire and Police Commits $85M to Alts; Commits to Specialized Private Equity Program

August 05, 2024

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Wells Fargo Lands Experienced Team from UBS

August 05, 2024

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LPL Financial Welcomes Englert Financial

August 05, 2024

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Plymouth County Selects Private Equity & Infrastructure Managers

August 02, 2024

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Seattle City ERS Allocates $20M to Real Estate

August 02, 2024

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Raymond James Expands with New Financial Advisor Brett Goldstein

August 02, 2024

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Commonwealth Financial Network Welcomes Sentinel Advisory Group

August 02, 2024

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Florida SBA Discloses Q2 2024 Commitments

August 01, 2024

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Newport News Retirement Allocates $15M to Real Estate; Sticks with Meketa

August 01, 2024

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PA SERS Invest $200M to Private Equity

August 01, 2024

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Insigneo Expands Latin American FA Team

August 01, 2024

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UBS Veterans Jump to Elevation Point

August 01, 2024

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Louisiana SERS Increases Target to Alts

July 31, 2024

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Oklahoma Muni Commits $15M to Private Equity

July 31, 2024

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ND State Investment Board Commits $136 to Alts

July 31, 2024

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Sequoia Financial Acquires Karpas Strategies

July 31, 2024

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Dan Chorney Transitions to UBS

July 31, 2024

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Ventura County Commits $35M to Private Equity

July 30, 2024

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NGS Super Selects Deputy CIO

July 30, 2024

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LGPS Adds Global Equity Manager

July 30, 2024

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UoM Investment Office $58M to Alts

July 30, 2024

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Robertson Stephens Expands Presence in Colorado

July 30, 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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