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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.
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Institutional Investor News
UTIMCO will consolidate its public equity portfolio and adopt an MSCI ACWI Ex-China Ex-Hong Kong benchmark, responding to a divestment directive from Texas Gov. Greg Abbott. Asset reallocation includes trimming public equities and increasing private equity, hedge funds, and real assets. CPP Investments, SDCERA, and Kentucky TRS disclosed new commitments. BCI and LA Fire & Police expanded infrastructure and private credit allocations. Leadership changes were announced at AIMCo, MSRPS, and Danantara, while CDPQ rebranded its real estate units.
Wealth Channel News
Concurrent Investment Advisors launched RIA Capital Partners to offer minority stakes and support to RIAs, with initial deals in Post Oak Wealth and Oliver Capital. The firm also added $500M in assets and launched a platform with Goldman Sachs. M&A moves included BMO acquiring Burgundy Asset Management, Merit buying Olympic Wealth, and Elevation Point investing in Family Office Partners. Advisor launches and hires include Braypark Wealth, UBS, Standard Chartered, Stonepeak, and Meehan Capital Advisors.
Alts Asset Manager News
Ares Management debuted its AESIEF ELTIF under new EU regulations, targeting retail investors with access to senior secured direct lending. Private equity activity includes fund launches from Cinven, CVC, Bluegem, and Octopus Energy. VC news highlights Adverb Ventures, Cedars-Sinai, and Angel Academe launching women-led tech funds. In private credit, HPS Investment Partners seeks $3B, and Decathlon Capital raised $141M. Real estate updates include fund closes by Realterm, PNC Bank, and Far East Orchard.
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