NEPC's Newest Principal, UBS' $1.3B Advisor Move, Massachusetts Pension Equity Searches, New Fund Launches

About The Episode

This episode dives into the latest shifts in the fundraising space, featuring key moves such as Mikaylee O’Connor's transition to NEPC, Angela Wang founding EN+ Wealth, and the Ontario Teachers’ Pension Plan Board's search for a new CFO. We also spotlight mergers and acquisitions like the 250M FA Duo's move to Avantax and the 1B Wells Fargo team joining Seventy2 Capital Wealth Management. Additionally, we cover institutional updates including investment searches by the Massachusetts Water Resources Authority Retirement System and new fund launches like Westport Capital's NewCold Fund III. Tune in for a concise overview of the pivotal changes and strategic developments reshaping the fundraising space.

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