Illinois' New CIO, LPL's Expansion, Summit's Acquisition Moves

About The Episode

Dive into the latest episode of the Dakota Fundraising News Podcast, where we explore significant leadership changes and strategic expansions in the financial sector. Pat and Konch bring you up to speed on the appointment of Dipesh Mehta as the new Executive Director and CIO of the Illinois State Board, highlighting his journey within the organization The episode also examines strategic moves by Summit Financial, showcasing their latest acquisitions and the growth trajectory backed by Focus Financial Partners. Additionally, we delve into the City of Fresno’s forward-looking investment strategy, an ongoing search for investment consultants, and notable fund launches including Ellington Management Group’s CRE Debt Partners Fund II and RET Ventures’ Fund III. This episode is packed with insights on institutional searches, investments, and the dynamics of RIA/FA Mergers and Acquisitions, providing a comprehensive overview for professionals navigating the evolving landscape of institutional and intermediary fundraising. Join us for these compelling updates and, as always, everything covered is in Dakota Marketplace.

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