March 14, 2025 | 9 min 18 sec
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In this episode of the Dakota Fundraising News Podcast, Pat and Konch cover key job moves, including Ben Meng's appointment as Head of Investment Portfolio Management at CPP Investments, David Vickers becoming CIO at Windmill Hill Asset Management, and Sholton Davidson joining Abu Dhabi Investment Council. In RIA/FA M&A, LPL Financial acquires The Investment Center, adding $7B in assets, expands with a four-advisor team via Carnegie Private Wealth, and recruits Charles Kraft from Wells Fargo. Institutional updates highlight consultant searches at Worcester Retirement System and Quincy Retirement System’s $62M in private market commitments. Fundraising news features Brookfield Asset Management closing its first middle-market infrastructure fund at $1B.
Tune in for the latest in institutional and intermediary fundraising!
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