March 12, 2025 | 12 min 33 sec
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In this episode of the Dakota Fundraising News Podcast, Pat and Konch cover notable job changes, including Reid Spears joining Texas Permanent School Fund as Senior Investment Officer for Private Credit, Bryan Pinedo moving to Jefferies Prime Brokerage, and Innes McKeand transitioning to Abu Dhabi Investment Authority as Chief Investment Officer for Equities. In RIA/FA M&A, Apella Wealth acquires Marrella Private Wealth, Americana Partners expands with the acquisition of $2B Boulevard Family Wealth, and HUB International recruits advisors Steve Glasgow and Jordan Sibler in Nashville. Institutional updates include investment consultant searches at CalSTRS and TRS of Illinois, private equity commitment pacing at LA Water & Power, and private markets investments at San Francisco Employees Retirement System. Fundraising highlights feature Eurazeo surpassing €3B for its latest mid-large buyout fund.
Tune in for the latest in institutional and intermediary fundraising!
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