Investment Consultant Updates, Advisor Moves, US Equity & Real Estate RFPs, Recent Alternative Investments

About The Episode

On the Dakota Fundraising News Podcast, hosts Pat and Konch delve into significant developments within the financial sector, spotlighting key job changes, RIA/FA mergers and acquisitions, and expansive institutional investment updates. In job movements, Scott Welch joins Certuity as a seasoned chief investment officer, and Chad Tew transitions from Blackrock to AON as a consultant. The Advisor coverage highlights the acquisition of Shore Morgan Young Wealth Strategies by Lido Advisors, and the formation of Losh Wealth Management as Anthony Losh moves to Raymond James. Institutional coverage includes the Teachers Retirement System of Illinois committing $570 million across multiple asset classes, and detailed RFP announcements from the Pembroke Pines Fire and Police Officers' Pension Fund and Bristol County Retirement System seeking management for substantial investments in equity and real estate. The episode wraps with the Virginia Retirement System's strategic allocations totaling $1.3 billion across alternatives.

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