Canadian Public Pension Board, NYU's New CIO, Advisor Team Updates, Alt Investment Plans

About The Episode

In this episode of the Dakota Fundraising News Podcast, Pat and Konch dive into the latest developments across institutional and private wealth channels. We cover key job changes, including high-profile moves like Michelle Knudsen's transition to New York University's CIO and Caitlin Gubbels' promotion at the Canadian Public Pension Board. We also discuss significant RIA/FA mergers and acquisitions, with firms like NewEdge Wealth and LPL Financial making headlines. Lastly, we explore recent institutional searches and investments.

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