June 12, 2024 |

New $1B RIA Formed, Direct Lending RFPs, SMID Cap Manager Hire, New PE Fund Launch

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About The Episode

Join Matt and Konch on the Dakota Fundraising News Podcast as they explore the latest job changes, advisor activity, and institutional investment updates. This episode kicks off with significant career moves, including Benjamin Borich's new role at the Ohio State Teachers’ Retirement System, Francis Schoen joining PNC, and Greg Dunn's appointment at the New Mexico State Investment Council. They also go over the new  Alteri Wealth by a former Merrill Lynch team, Kestra's addition of Attain Wealth Partners, and Pistone Wealth Advisors joining Stratos Wealth Advisors. Our institutional coverage focuses on new investment commitments and RFPs, such as the Texas County & District Retirement System's recent commitments to private equity and the Quincy Retirement System's search for a senior direct lending strategy. We also highlight new fund launches, including Horsley Bridge Partners' Growth 14 fund.