February 21, 2025 | 15 min 45 sec
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In this episode of the Dakota Fundraising News Podcast, Pat and Konch cover top job changes, including Per Franzen’s appointment as CEO of EQT and Aaron DiCenzo stepping in as interim CIO for Ohio STRS. In RIA/FA M&A, Rise Growth Partners makes a strategic investment in Grimes & Company, and Creative Planning acquires Maxwell Wealth Strategies. Institutional updates feature new searches from SURS Illinois and Chicago LABF, along with recent commitments from Louisiana State Employees Retirement System and West Palm Beach Police Pension Fund. Fundraising highlights include Neuberger Berman’s $1.6B specialty finance fund and Madison River Capital closing its first institutional fund at $370M.
Tune in for the latest in institutional and intermediary fundraising!
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