Fundraising News: Secular September

About The Episode

We cover job changes across the wealth management, insurance, and institutional investment space, including moves at Deutsche Bank AG, Avantis Investors, and Chubb National Insurance Company. On the RIA/M&A front, we highlight an advisor trio's move from Wells Fargo Advisors Financial Network to launch independent RIA Pelorus Capital Management, plus a new independent RIA launch in Bethesda, MD. We also share updates on commitments from the New York State Common Retirement Fund, the Oregon Public Employees Retirement Fund, and the Rhode Island State Pension. On the search front, we highlight activity from the Teachers' Retirement System of Oklahoma and the Falmouth Retirement System. We also cover fundraising from the National Investment and Infrastructure Fund, Taiwania Hive Ventures, and Mamor Capital Ventures — plus a reminder to register for our next Dakota Cocktails event.

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Fundraising News: Secular September

About The Episode

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