June 06, 2025 | 10 min 36 sec
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In this episode of the Dakota Fundraising News Podcast, we discuss job changes including Tom Borghard joining Yale Investments as director, Vivek Jindal is named CIO at Caprock, and Jonathan Grushkin becomes CIO at Sanford Health following roles at Cleveland Clinic and RWJ Foundation. In RIA/FA M&A, Mariner Wealth Advisors acquires $1.4B Taurus Asset Management, EP Wealth adds $900M Buffington Mohr McNeal, and Michael Breitfeller launches The Breit Group in North Carolina. Institutional updates include an $8M passive equity RFP from Medford Contributory Retirement and global tech equity market research by Sweden’s FTN. Orange County Employees Retirement commits nearly $294M across nine funds, while Louisiana and Houston pensions invest in Stripes VII and TPG AG Credit Solutions. Fundraising news features AlpInvest closing a $4.1B co-investment fund with backing from Kentucky Teachers and Thoma Bravo completing a $34.4B buyout cycle, including its Europe fund.
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