Fundraising News: Backed by Uncle Sam

About The Episode

We cover job changes across the wealth management and institutional investment space, including moves at Miras Management, J.P. Morgan, and HSBC Global Private Banking. On the RIA/M&A front, we highlight Vanguard's acquisition of Altruist, plus Savvy Wealth opening its custodial platform to outside RIAs and a leadership change on NewEdge Wealth's alternatives team. We also share updates on commitments from the Alaska Permanent Fund Corporation, the Employees' Retirement System of the City of Milwaukee, and the North Dakota State Investment Board. On the search front, we highlight activity from the Massachusetts Water Resources Authority Retirement System, the Tulare County Employees' Retirement Association, and the Merced County Employees' Retirement Association. We also cover fundraising from Princeton Equity Group, Excelsior Capital Vietnam Partners, and Z2 Capital Partners — plus a reminder to register for our next Dakota Cocktails event.

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Fundraising News: Backed by Uncle Sam

About The Episode

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