Private Credit ETF, Innovia Wealth CIO, Private Real Estate RFP, Recent Allocations

About The Episode

In this episode of the Dakota Fundraising News Podcast, Pat and Konch introduce a new Private Markets segment, covering recent developments like the launch of the BNY Alts Bridge Platform and Private Credit ETFs. We dive into notable job changes, including Orin McIntosh joining Strive Health and Greg Bosch becoming CIO at Innovia Wealth. The RIA/FA M&A segment highlights Wells Fargo adding a $1.8B team in Chicago and UBS acquiring a Bethesda-based advisory group. Plus, we cover the latest institutional searches for Private Real Estate and Global Equities and recent investments including updates from the Kansas Public Employees Retirement System and South Carolina Retirement System. Tune in for the latest in institutional and private wealth news!

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