February 16, 2024 |

Fairfax & California Pension Activity, RIA Mergers, and AIMco’s big moves

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About The Episode

In this episode, ahead of the long President’s Day weekend, we delve into the latest job changes, strategic RIA mergers and acquisitions, and significant investment trends. We highlight start of CalSTRS’ search for a new CIO marking a period of transition and opportunity. The acquisition of Washington Wealth Advisors by Wealth Enhancement Group and LPL Financial’s ambitious move to purchase Atria Wealth Solutions illustrate the evolving landscape of RIA and FA M&A. We examine Fairfax County’s 2024 commitment pacing in private markets and highlight Los Angeles County Employees’ Retirement Association’s recent hefty commitments, underscoring the strategic allocation trends. Wrapping up with Wynnchurch Capital’s latest fund close and AIMco’s innovative Energy Transition Opportunities Pool . Join us as we navigate these pivotal shifts and strategic moves in the fundraising world.