Pacing Plans for Alts, RIA Move in Toronto, VRS Job Change

About The Episode

Join Pat and Konch as they break down the latest job changes and strategic shifts in the financial industry. In this episode, they highlight key role transitions across institutional and private wealth sectors, including major moves at Cliffwater, VRS and PSRS. The conversation continues with a deep dive into RIA/FA mergers and acquisitions, spotlighting significant developments including a major move in Toronto. Finally, they wrap up with a thorough analysis of institutional coverage, including fresh RFPs, fund launches, and consultant updates, ensuring you’re up to speed with the latest in the financial landscape.

Don’t miss out on these critical insights!

LISTEN HERE: