July 10, 2024 |

IPOPIF Deputy CIO, Wealth Enhancement Group Acquisition, US Fixed Income & Emerging Market Equity RFPs, Recent Alternative Commitments

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About The Episode

On the Dakota Fundraising News Podcast, hosts Pat and Konch discuss recent significant shifts in the financial sector, highlighting key job changes, mergers and acquisitions, and institutional investment updates. They cover notable job transitions such as Josh Ungar moving to Alaska Permanent Fund Corporation, Greg Turk's new role at the Illinois Police Officers’ Pension Investment Fund, and Jose Minaya's appointment at BNY Mellon. Also covered includes Wealth Enhancement Group's acquisition of Starfox Financial Services, Focus Financial Partners' merger of two Chicago-area firms, and Kingsview Partners welcoming new wealth managers. The episode also delves into substantial institutional investments and searches, including Pennsylvania State Employees Retirement System's $1.2 billion US Fixed Income mandate, and multiple commitments by LA Fire and Police to alternative investments. Tune in for detailed discussions on how these movements are shaping the financial landscape, with further insights available on Dakota Marketplace online.