May 03, 2024 |

Canada Post Pension Plan, Consultant Acquisitions, Washington State IB

ART_dakota_fundraising_news_thumbnail_000000 (1)

To see all dakota podcasts click below

About The Episode

Join Pat and Konch in this episode as they discuss recent influential job changes and strategic decisions across the financial industry. Learn about Michael McGowan’s move to Canada Post Pension Plan and Melissa Holding’s new position at Huntington National Bank. The conversation then shifts to notable mergers and acquisitions within the RIA/FA space, including The Riverside Company’s acquisition of The Townsend Group and SEIA’s expansion into the Midwest with the Cedar Brook Group acquisition. The episode also covers a variety of institutional investment activities, highlighting the Washington State Investment Board’s consultant search and significant fund allocations by the Indiana Public Retirement System and other major pension funds. Tune in for a comprehensive update on how these developments are shaping the landscape of financial management and investment.