UBS, Raymond James, International Equity RFP, Fixed Income Hires, Gaw Capital

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About The Episode

In this week’s episode of the Dakota Fundraising News Podcast, we cover job changes including Matt Benson’s expanded role at UBS, Stacia Hatfield joining Blue Owl, and Eric Haley’s upcoming retirement from OMERS. On the RIA/FA M&A front, Jeff Purdon joins Raymond James, RBC recruits The MK Group from Merrill Lynch, and Anna Rathbun launches her own RIA. Institutional highlights include Oklahoma Police’s international equity RFP, Plymouth’s upcoming real estate RFP, and new investments by Baltimore, Idaho PERS, Jacksonville, and Merced County. Fundraising updates feature Gaw Capital’s $2B target for Gateway Fund VIII, Clearlake’s push to close Fund VIII at $15B, and Kompas VC’s Fund II close at €150M.

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UBS, Raymond James, International Equity RFP, Fixed Income Hires, Gaw Capital

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