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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
WK Kellogg Foundation is evaluating global equities, particularly in Japan, European financials, and energy. Managing Director Shanelle Brown emphasized culture and communication in manager selection. Recent commitments include Illinois ISBI, Colorado F&P, and Delaware PERS. Other news includes PSP and OTPP halting Cubico’s sale, BlackRock and Mubadala ending a JV, and Japan pensions increasing alts exposure. Danantara will reinvest SOE dividends, and Ohio lawmakers proposed major STRS governance changes.
Wealth Channel News
JLL’s Private Wealth Tracker shows family offices and private wealth stepping into commercial real estate, investing $1.5T globally. CRE allocations are increasing in offices, living spaces, and industrials, with top opportunities in UK and Japan. Advisor moves include teams joining Cambridge, Citizens Private Wealth, Rockefeller, RBC, Raymond James, Sanctuary, and UBS. SEIA named Stephen Masterson CFO. Overall, high-net-worth capital is reshaping CRE and wealth advisor networks.
Private Fund News
Blue Owl launched Real Estate Fund VII targeting $6.5B, continuing its net lease strategy. Commitments include IMRF and Vermont Pension. In PE, TCG, SBI Holdings, Ambienta, Greybull, and Apis & Heritage launched new funds. VC updates include Halogen Ventures’ $30M raise and BGV’s Opportunity Fund II. In real estate, Beos, under Swiss Life, is raising €600M for German industrial properties. Despite market headwinds, fundraising remains active across strategies.
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