Rockefeller's New NY Team, Dallas Po & Fire $50M Private Credit Plan, Upcoming Fixed Income RFP, CPP Investments, Oaktree Closes Opportunities Fund with $16B

About The Episode

In this episode of the Dakota Fundraising News Podcast, Pat and Konch cover key job moves, including Josh Zajicek joining Abbey Street as Director of Investments and Rob Young moving to Northern Trust as Senior Portfolio Advisor. In RIA/FA M&A, Rockefeller Capital adds Broderick Mingelgreen Wealth Partners, while Basecamp Wealth Advisors launches with a team from Mercer and LNW. Institutional updates include new searches from Dallas Police & Fire Pension and Massachusetts Housing Finance, as well as recent commitments from CPP Investments and Alameda County Employees Retirement. Fundraising highlights feature Portfolio Advisors closing a $622M co-investment fund and Oaktree raising $16B for its latest distressed debt fund. Plus, Carlyle and TPG announce new fund launches for 2025.

Tune in for the latest in institutional and intermediary fundraising! 

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