December 06, 2024 | 15 min 10 sec
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In this episode of the Dakota Fundraising News Podcast, Pat and Konch highlight key job changes, including Jan Murtha’s upcoming departure from the North Dakota State Investment Board, Kelli Washington’s appointment as CIO of The California Endowment, and Nick Ciatti joining Cliffwater’s private equity team. In RIA/FA M&A news, Mariner Wealth Advisors expands with acquisitions in Florida and California, adding $878M in AUM, SEIA acquires Beverly Investment Advisors, and Allworth Financial strengthens its presence in Northern California and the Pacific Northwest with Ryan Wealth Management. Institutional updates feature City of Marlborough’s small-cap equity manager search and significant private equity and real assets commitments from Fresno County Employees’ Retirement Association, Orange County Employees Retirement System, and Arkansas Teacher Retirement System. Fundraising news includes S3 Capital’s $335M first close on its third real estate credit fund, Blue Earth Capital raising $113M for its evergreen private credit strategy, and BondBloxx launching a private credit ETF targeting middle-market CLOs. Join us for the latest updates in institutional and wealth management!
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