January 15, 2025 |

Kestra Financial Leadership Change, Niche M&A Activity, Consultant Updates from Q4

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About The Episode

In this episode, Pat and Konch explore the growing momentum in sports investing, with Lazard’s new sports advisory team leading the charge. They also cover key leadership moves, including promotions at Kestra Financial, Ares Management, and Emigrant Partners. On the M&A front, Wealth Enhancement adds $82M AUM, and CAPTRUST expands in Houston with a $300M acquisition. Plus, institutional updates feature new RFPs, strategic asset allocation changes, and major commitments from Louisiana TRS and Los Angeles Water & Power Employees’ Retirement Plan

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