June 04, 2025 | 12 min
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In this episode of the Dakota Fundraising News Podcast, we cover job changes including Diego Liechti being named head of investments at Switzerland’s PKG Pensionskasse, Henry Mercer joining Withum Wealth as CIO, and Anastasia Amoroso becoming chief investment strategist at Partners Group. In RIA/FA M&A, Arax acquires $4B Schechter Investment Advisors, San Diego advisors launch Arv Private Wealth with LPL, and $225M Desert Sky Advisors joins Steward Partners. Institutional updates include a $14M private credit RFP from Massachusetts Water Resources Authority, a $50M allocation by Montana Board of Investments, and equity target shifts at Denver Employees Retirement Plan. Dallas-Fort Worth Airport Board commits over $34M, and North Carolina Retirement Systems allocates $825M to Ares, Hg, and BCP. Fundraising news features over $1.2B raised by Antares and Ares and Cantor Fitzgerald’s launch of a gold-protected Bitcoin fund.
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