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Stay ahead of the latest trends in wealth management, institutional investing, and private markets with Dakota’s daily newsletter — your go-to source for key updates on fund allocations, manager moves, and industry shifts.
Designed for investment sales professionals and fundraisers, we deliver the insights you need to navigate the evolving landscape, track major investor activity, and identify new opportunities.
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Institutional Investor News
Mercer’s 2025 Large Asset Owner Barometer shows growing caution among $2T+ AUM investors, with concerns rising across geopolitical, inflation, and regulatory fronts. Still, 45% increased private market allocations, and private credit demand remains strong. CalSTRS committed $3B in private equity, while Ohio STRS, LACERA, and Santa Barbara County ERS reviewed or made new investments. In other developments, Mubadala revealed a large Bitcoin ETF position, while NPS Korea may explore direct Bitcoin investments under evolving national legislation.
Wealth Channel News
Verdis Investment Management, the DuPont family office, takes an index-like approach to early-stage VC via ultra-diversified manager selection, backing one firm monthly. New firms include Lyons Capital Group and WealthCare Financial Group, acquired by Avantax. The Garcha Group sold a $61.5M boutique hotel. On the move: UBS’s Austin and Smith Group joined RBC, and Victor-Fouraker Group joined Raymond James. Fabrice D’Erm became CEO at SP Hinduja Banque Privée, succeeding Karam Hinduja, with global leadership experience from UBS and J Safra Sarasin.
Alts Asset Manager News
Infrastructure is entering a new era. Blue Owl’s $7B digital infra fund and BlackRock’s upcoming $10B energy transition fund reflect megafund momentum. But mid-market players like Northleaf, Actis, and iCON Infrastructure are stepping up, as noted in Hamilton Lane’s “Infrastructure 3.0” report. CVC expanded evergreen offerings, and Fortress launched Middle East ops. In venture and private credit, TPG, Hillhouse, and Rockaway Ventures led active fundraising, while Raith Capital and Continental Realty advanced new real estate funds targeting opportunistic strategies.
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