March 27, 2024 |

Caprock Acquires Grey Street, Tennessee & Tampa Allocation Adjustments, Consultant Update

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About The Episode

Highlights include David Spika’s move to Turtle Creek Wealth Advisors, the Rockefeller Capital Management team expansion with Pollock Salah Wealth Partners, and Caprock’s acquisition of Grey Street Capital. We also cover the Tennessee Valley Authority Retirement System’s fixed income allocation adjustments, the City of Tampa’s target allocation mix changes, and significant investment commitments from the Louisiana State Police Retirement System and others. Tune in for an insightful analysis of these strategic decisions shaping the financial landscape.