Industry Events, Concurrent Advisors, Arizona State Retirement Allocation

About The Episode

In this episode, we explore the dynamic RIA and FA sector with significant advisor movements and mergers, such as Tampa-based Concurrent Investment Advisors welcoming three advisors with a collective $365 million in assets and Ashton Thomas Private Wealth expanding through the acquisition of the McDonagh Bauers Private Wealth Team. We also delve into strategic institutional planning and investments, highlighting the Arizona State Retirement System’s ambitious $1.85 billion allocation across private equity and credit, CalPERS’s revised asset allocation targets to boost private equity and debt, and LACERA’s $575 million commitment to private equity. Join us for in-depth discussions on these pivotal changes and their implications for the financial landscape, along with insights into upcoming industry conferences.

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