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

About The Episode

In this episode of the Dakota Fundraising News Podcast, Pat and Konch highlight key job changes, including Andrew Sullivan becoming CEO of Prudential Financial, Nuno Matos taking over as CEO of ANZ Group, and Elijah McGowen joining StepStone as VP of Private Debt. In RIA/FA M&A, SageView acquires OnTrack 401(k), Concurrent Investment Advisors adds eight advisors with $885M in assets, and Serenus Wealth expands with a new partner and office in New York. Institutional updates include Iowa PERS's search for an absolute return manager and Massachusetts Housing Finance Agency Retirement System's allocations to Constitution, HarbourVest, and Mesirow. Investment news covers commitments from Houston Police Officers' Pension and Cincinnati Retirement System. Fundraising updates feature Virtus's Seix AAA Private Credit CLO ETF, H.I.G. Capital's $1B Loan Opportunity Fund VII close, and Triton Partners raising over €1B for its Debt Opportunities Fund. Stay tuned for the latest in institutional and wealth management news.

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