West Coast Pension Investments, Glenmede New CIO, PE Fund Launches

About The Episode

In this episode, join Pat and Konch as they explore recent pivotal changes in the financial sector. The podcast kicks off with significant job transitions, highlighting Kharis Goodridge’s switch to Marsh & McLennan and Brian Green’s appointment as CIO at Glenmede Private Wealth. The conversation then shifts to notable M&A activity, with a focus on Dynasty Financial Partner’s new affiliate, Fairvoy Private Wealth, and Kestra Financial’s addition of Borger Financial Services. In institutional coverage, delve into strategic asset allocations by LACERS and Miami Beach Fire & Police Pension Fund, and significant investment moves by the San Francisco Employees’ Retirement System and the University of Michigan Investment Office. The episode wraps up with insights into new fund launches including HighVista Venture Capital XIV and Arbor Investments VI. Tune in for a comprehensive look at the dynamics reshaping the landscape of wealth management and institutional investments.

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