March 26, 2025 | 10 min 27 sec
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In this episode of the Dakota Fundraising News Podcast, Pat and Konch cover a wave of key job moves, including Ty Powers rejoining North Carolina’s Department of State Treasurer, Sona Menon being tapped to lead Morgan Stanley’s $184B OCIO unit, and Natalie Fitch joining the firm from Hamilton Lane. In RIA/FA M&A, Raymond James brings on $320M Biss Wealth Partners from Edward Jones, and RBC recruits a $300M UBS team in Las Vegas. Institutional updates include CalSTRS reappointing Meketa as its general investment consultant, upcoming search activity from Colorado PERA and Los Angeles Fire & Police, and $939M in new private market commitments by Pennsylvania SERS. Fundraising updates highlight Oakley Capital closing its €4.5B flagship buyout fund and Castlelake securing over $2B for its fifth aviation fund.
Tune in for more insights on job changes, advisor moves, manager searches, and fundraising activity across the asset management landscape.
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