Dakota Research Podcast Mon, 25 May 2026 09:26:50 -0400 https://www.buzzsprout.com/2279219 en © 2026 Dakota Research Podcast yes 28d0ee3d-5978-5106-a1eb-2a8bdb41d17e Dakota Team episodic false The Dakota Research Podcast delivers the most relevant updates and expert commentary on the private fund industry, straight from our in house Research Team. Whether you’re an allocator, consultant, or fund manager, Dakota Research Podcast equips you with the knowledge you need to navigate private markets with confidence and make smarter decisions.


]]> Buzzsprout (https://www.buzzsprout.com) Dakota Team https://storage.buzzsprout.com/x1k47ffz5lpsb6argsk78j6975kb?.jpg Dakota Research Podcast AI Doesn't Run on Code Alone: Inside Tortoise Capital's AI Infrastructure Strategy AI Doesn't Run on Code Alone: Inside Tortoise Capital's AI Infrastructure Strategy In this Dakota Insights interview, Chris LeRoy and Alex deMarco sit down with Robert Thummel, Senior Portfolio Manager and Investment Committee member at Tortoise Capital, to explore the firm's active ETF platform and the growing investment opportunity in AI infrastructure.

Tortoise Capital has built its identity around a simple mission: be the energy experts. Rob brings 30 years of energy investing experience and has spent the last 20 at Tortoise, alongside three co-portfolio managers with a combined 100-plus years of investment experience and four dedicated analysts. The firm offers a focused lineup of active ETFs spanning the energy and infrastructure landscape — from TNGY, its flagship fund covering the entire energy value chain, to more targeted products like the Tortoise MLP ETF, TPZ (Electrification Infrastructure), TCAI (AI Infrastructure), and the most recently launched TNUK (Nuclear Energy Renaissance).

At the center of the conversation is TCAI, launched last August on the core belief that AI does not run on code alone — it runs on infrastructure. Rob walked through the physical and digital backbone that makes AI possible: massive data centers the size of Central Park, data storage devices, network switches, cabling, and liquid cooling systems. A standout example is Modine, a 100-year-old Wisconsin radiator company that has transformed itself into a key provider of liquid cooling systems for hyperscaler data centers. TCAI is designed to give investors exposure to these "picks and shovels" of AI — essential, cash-flow-generating businesses that complement the mega-cap tech names most portfolios already hold.

Rob emphasized that electricity is becoming the new oil. After 20 years of flat US electricity demand, the country is now facing a projected ~75% increase over the next couple of decades, driven by data center growth in Northern Virginia, Dallas, Atlanta, and the Northeast. Hyperscaler capital spending is expected to reach roughly $700 billion in 2026 — nearly double the prior year — with much of that capex flowing into the infrastructure names TCAI holds. Despite this growth, valuations remain attractive: the portfolio's PEG ratio is materially lower than the S&P 500's, suggesting investors are capturing significant earnings growth at a reasonable price.

Rob also walked through Tortoise's disciplined risk management process. Every security is evaluated across three pillars — asset essentiality, cash flow quality and contract duration, and management team quality and capital allocation — and assigned a tier ranking from 1 to 4 that governs position sizing. Proprietary financial models support the process across a universe of hundreds of companies.

On the energy mix, Rob sees an all-of-the-above future. Natural gas, already at ~47% of today's generation mix, is expected to grow its share. Nuclear is positioned for a renaissance, with mothballed reactors coming back online and new enrichment and processing capacity being built. Solar, wind, hydro, and battery storage all play supporting roles. For Rob, low-cost, reliable US energy — combined with the country's technology leadership — is the competitive advantage that will determine whether the US wins the global AI race.

]]> In this Dakota Insights interview, Chris LeRoy and Alex deMarco sit down with Robert Thummel, Senior Portfolio Manager and Investment Committee member at Tortoise Capital, to explore the firm's active ETF platform and the growing investment opportunity in AI infrastructure.

Tortoise Capital has built its identity around a simple mission: be the energy experts. Rob brings 30 years of energy investing experience and has spent the last 20 at Tortoise, alongside three co-portfolio managers with a combined 100-plus years of investment experience and four dedicated analysts. The firm offers a focused lineup of active ETFs spanning the energy and infrastructure landscape — from TNGY, its flagship fund covering the entire energy value chain, to more targeted products like the Tortoise MLP ETF, TPZ (Electrification Infrastructure), TCAI (AI Infrastructure), and the most recently launched TNUK (Nuclear Energy Renaissance).

At the center of the conversation is TCAI, launched last August on the core belief that AI does not run on code alone — it runs on infrastructure. Rob walked through the physical and digital backbone that makes AI possible: massive data centers the size of Central Park, data storage devices, network switches, cabling, and liquid cooling systems. A standout example is Modine, a 100-year-old Wisconsin radiator company that has transformed itself into a key provider of liquid cooling systems for hyperscaler data centers. TCAI is designed to give investors exposure to these "picks and shovels" of AI — essential, cash-flow-generating businesses that complement the mega-cap tech names most portfolios already hold.

Rob emphasized that electricity is becoming the new oil. After 20 years of flat US electricity demand, the country is now facing a projected ~75% increase over the next couple of decades, driven by data center growth in Northern Virginia, Dallas, Atlanta, and the Northeast. Hyperscaler capital spending is expected to reach roughly $700 billion in 2026 — nearly double the prior year — with much of that capex flowing into the infrastructure names TCAI holds. Despite this growth, valuations remain attractive: the portfolio's PEG ratio is materially lower than the S&P 500's, suggesting investors are capturing significant earnings growth at a reasonable price.

Rob also walked through Tortoise's disciplined risk management process. Every security is evaluated across three pillars — asset essentiality, cash flow quality and contract duration, and management team quality and capital allocation — and assigned a tier ranking from 1 to 4 that governs position sizing. Proprietary financial models support the process across a universe of hundreds of companies.

On the energy mix, Rob sees an all-of-the-above future. Natural gas, already at ~47% of today's generation mix, is expected to grow its share. Nuclear is positioned for a renaissance, with mothballed reactors coming back online and new enrichment and processing capacity being built. Solar, wind, hydro, and battery storage all play supporting roles. For Rob, low-cost, reliable US energy — combined with the country's technology leadership — is the competitive advantage that will determine whether the US wins the global AI race.

]]> Dakota Team Buzzsprout-19204633 Wed, 20 May 2026 08:00:00 -0400 2101 full false Inside the Consultant Channel: How Institutional Capital Really Flows Inside the Consultant Channel: How Institutional Capital Really Flows In Episode 28 of the Dakota Insights Podcast, we explore the consultant channel — the gatekeepers that advise on approximately 87% of institutional private market allocations and shape how capital flows to fund managers across pensions, endowments, and foundations.

We break down how just 10 consultants advised on roughly 61% of U.S. pension fund commitments in 2025, and why the OCIO model — now a $2.5 trillion U.S. market projected to reach $5.6 trillion by 2029 — is reshaping how institutional capital is managed.

We also cover the private equity–backed consolidation wave transforming the competitive landscape, how consultants actually evaluate managers, and the practical steps fund managers can take to build lasting relationships in a channel that rewards long-term discipline.

The message is clear: the consultant channel can't be bypassed — it can only be navigated.

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data. 

]]> In Episode 28 of the Dakota Insights Podcast, we explore the consultant channel — the gatekeepers that advise on approximately 87% of institutional private market allocations and shape how capital flows to fund managers across pensions, endowments, and foundations.

We break down how just 10 consultants advised on roughly 61% of U.S. pension fund commitments in 2025, and why the OCIO model — now a $2.5 trillion U.S. market projected to reach $5.6 trillion by 2029 — is reshaping how institutional capital is managed.

We also cover the private equity–backed consolidation wave transforming the competitive landscape, how consultants actually evaluate managers, and the practical steps fund managers can take to build lasting relationships in a channel that rewards long-term discipline.

The message is clear: the consultant channel can't be bypassed — it can only be navigated.

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data. 

]]> Dakota Team Buzzsprout-19067932 Fri, 24 Apr 2026 11:00:00 -0400 2396 full false Fundraising News: Spring Has Sprung Fundraising News: Spring Has Sprung We cover new RIA launches like Soulence Wealth Management, as well as RIA acquisitions by firms such as Maridea Wealth Management and Creative Planning. We also share updates on commitments from The New Mexico State Investment Council (SIC), Seattle City Employees Retirement System, and Boston Retirement System. On the search front, we highlight activity from The Tulare County Employees’ Retirement Association (ERA), Boston Retirement System, and Plymouth County Retirement Association. We also cover fundraising from Leafgreen Capital, Inflexion, and Starcloud — plus a reminder to register for our next Dakota Cocktails event.

]]> We cover new RIA launches like Soulence Wealth Management, as well as RIA acquisitions by firms such as Maridea Wealth Management and Creative Planning. We also share updates on commitments from The New Mexico State Investment Council (SIC), Seattle City Employees Retirement System, and Boston Retirement System. On the search front, we highlight activity from The Tulare County Employees’ Retirement Association (ERA), Boston Retirement System, and Plymouth County Retirement Association. We also cover fundraising from Leafgreen Capital, Inflexion, and Starcloud — plus a reminder to register for our next Dakota Cocktails event.

]]> Dakota Team Buzzsprout-18946400 Thu, 02 Apr 2026 10:00:00 -0400 910 full false Fundraising News: Springing Forward Fundraising News: Springing Forward We cover new RIA launches like Maridea Wealth Management and Soulence Wealth Management as well as RIA acquisitions by Creative Planning. We also share updates on commitments from North Dakota State Investment Board (SIB) and City of Phoenix Employees' Retirement System. On the search front, we highlight selections from The Firefighters’ Retirement System of Louisiana, The Chicago Teachers’ Pension Fund, and The Arkansas Public Employees Retirement System (APERS). We also cover fundraising from Conduit Health, Nadia Care, and Orion Resource Partners — plus a reminder to register for our next Dakota Cocktails event.

]]> We cover new RIA launches like Maridea Wealth Management and Soulence Wealth Management as well as RIA acquisitions by Creative Planning. We also share updates on commitments from North Dakota State Investment Board (SIB) and City of Phoenix Employees' Retirement System. On the search front, we highlight selections from The Firefighters’ Retirement System of Louisiana, The Chicago Teachers’ Pension Fund, and The Arkansas Public Employees Retirement System (APERS). We also cover fundraising from Conduit Health, Nadia Care, and Orion Resource Partners — plus a reminder to register for our next Dakota Cocktails event.

]]> Dakota Team Buzzsprout-18946077 Wed, 01 Apr 2026 14:00:00 -0400 544 full false Inside TAMPs: From Back-Office Tool to Strategic Wealth Management Infrastructure Inside TAMPs: From Back-Office Tool to Strategic Wealth Management Infrastructure In Episode 27 of the Dakota Insights Podcast, we explore how Turnkey Asset Management Platforms — TAMPs — have evolved from back-office utilities into core infrastructure powering modern wealth management.

We break down how the U.S. TAMP ecosystem has grown to approximately $3 trillion in platform assets, and why advisor adoption has surged from roughly 10% to 45% over the past decade. TAMPs are no longer just a convenience for small RIAs — they are a strategic decision for firms of every size.

We also examine the three core layers of TAMP value — investment services, operations, and technology — and how different advisory channels, from small independents to mega RIAs, are leveraging platforms in distinct ways.

Finally, we look at the consolidation wave reshaping the competitive landscape, with landmark transactions including Envestnet's $4.5B take-private and AssetMark's acquisition by GTCR, and what this signals for where the market is headed.

The takeaway is clear: TAMPs are no longer optional infrastructure — they are a defining factor in how advisory firms scale, compete, and serve clients.

]]> In Episode 27 of the Dakota Insights Podcast, we explore how Turnkey Asset Management Platforms — TAMPs — have evolved from back-office utilities into core infrastructure powering modern wealth management.

We break down how the U.S. TAMP ecosystem has grown to approximately $3 trillion in platform assets, and why advisor adoption has surged from roughly 10% to 45% over the past decade. TAMPs are no longer just a convenience for small RIAs — they are a strategic decision for firms of every size.

We also examine the three core layers of TAMP value — investment services, operations, and technology — and how different advisory channels, from small independents to mega RIAs, are leveraging platforms in distinct ways.

Finally, we look at the consolidation wave reshaping the competitive landscape, with landmark transactions including Envestnet's $4.5B take-private and AssetMark's acquisition by GTCR, and what this signals for where the market is headed.

The takeaway is clear: TAMPs are no longer optional infrastructure — they are a defining factor in how advisory firms scale, compete, and serve clients.

]]> Dakota Team Buzzsprout-18917945 Fri, 27 Mar 2026 11:00:00 -0400 1373 full false PeakSpan Capital: Redefining Growth Equity with a Risk-Adjusted, Founder-First Approach PeakSpan Capital: Redefining Growth Equity with a Risk-Adjusted, Founder-First Approach In this Dakota Research Interview, Chris Leroy and Alex deMarco sit down with Phil Durr, Co-founder and Managing Partner of PeakSpan Capital, a growth equity firm with $2.6 billion in AUM focused exclusively on bootstrapped business software companies. Phil shares his journey from ROTC and Morgan Stanley to founding PeakSpan in 2015, and explains how the firm's pragmatic, founder-first approach — targeting owner-operators at roughly $6M in revenue — has produced a capital loss ratio of under 2.5% against an industry average exceeding 50%. The conversation covers PeakSpan's differentiated expert network, their AI-powered internal tools, and Phil's conviction that generative AI represents the biggest tailwind for business software since the internet.

]]> In this Dakota Research Interview, Chris Leroy and Alex deMarco sit down with Phil Durr, Co-founder and Managing Partner of PeakSpan Capital, a growth equity firm with $2.6 billion in AUM focused exclusively on bootstrapped business software companies. Phil shares his journey from ROTC and Morgan Stanley to founding PeakSpan in 2015, and explains how the firm's pragmatic, founder-first approach — targeting owner-operators at roughly $6M in revenue — has produced a capital loss ratio of under 2.5% against an industry average exceeding 50%. The conversation covers PeakSpan's differentiated expert network, their AI-powered internal tools, and Phil's conviction that generative AI represents the biggest tailwind for business software since the internet.

]]> Dakota Team Buzzsprout-18829758 Wed, 11 Mar 2026 12:00:00 -0400 2142 full false Fundraising News Podcast: March is Marching Fundraising News Podcast: March is Marching We cover RIA acquisitions by the likes of Choreo, Cerity Partners, and First Manhattan. We also share updates on commitments from and. On the search front, we highlight activity from Plymouth County Retirement Association, Dahab Associates, and Public Employees' Retirement System of Mississippi. We’ll also cover fundraising from Canyon Partners, Inhouse, and Phoenix Group — plus a reminder to register for our next Dakota Cocktails event.

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data. 

]]> We cover RIA acquisitions by the likes of Choreo, Cerity Partners, and First Manhattan. We also share updates on commitments from and. On the search front, we highlight activity from Plymouth County Retirement Association, Dahab Associates, and Public Employees' Retirement System of Mississippi. We’ll also cover fundraising from Canyon Partners, Inhouse, and Phoenix Group — plus a reminder to register for our next Dakota Cocktails event.

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data. 

]]> Dakota Team Buzzsprout-18791801 Wed, 04 Mar 2026 16:00:00 -0500 776 full false Dakota Fundraising News: Fundraising is Heating Up Dakota Fundraising News: Fundraising is Heating Up We cover newly launched RIAs like Ocean Path Advisors, Madson Wealth Advisors, and Stephen Smith Financial. We also share updates on commitments from Maine Public Employees’ Retirement System (PERS), Texas County & District Retirement System (TCDRS), and University of Alabama System Endowment. On the search front, we highlight activity from Lexington Policemen's and Firefighters' Pension Plan, St. Louis Public School Retirement System, and City of Philadelphia Board of Pensions and Retirement. We’ll also cover fundraising from Vista Equity Partners, SatVu, and Anduril Industries — plus a reminder to register for our next Dakota Cocktails event.

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data. 

]]> We cover newly launched RIAs like Ocean Path Advisors, Madson Wealth Advisors, and Stephen Smith Financial. We also share updates on commitments from Maine Public Employees’ Retirement System (PERS), Texas County & District Retirement System (TCDRS), and University of Alabama System Endowment. On the search front, we highlight activity from Lexington Policemen's and Firefighters' Pension Plan, St. Louis Public School Retirement System, and City of Philadelphia Board of Pensions and Retirement. We’ll also cover fundraising from Vista Equity Partners, SatVu, and Anduril Industries — plus a reminder to register for our next Dakota Cocktails event.

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data. 

]]> Dakota Team Buzzsprout-18783042 Tue, 03 Mar 2026 12:00:00 -0500 785 full false The Institutionalization of Family Capital: Inside the 2025 Global Family Office Report The Institutionalization of Family Capital: Inside the 2025 Global Family Office Report In Episode 26 of the Dakota Insights Podcast, we explore how family offices are evolving into fully institutional capital platforms—and why this shift is reshaping private markets.

Drawing from Dakota’s 2025 Global Family Office Report, we examine how improved liquidity in 2025 accelerated professionalization, earlier diversification, and formalized governance. Family offices are no longer passive pools of capital; they are building structured investment teams, expanding direct deal activity, and leading transactions across sectors.

We also discuss the strategic importance of geography, the growing role of private markets in portfolio construction, and why talent is becoming the key constraint as offices scale.

The message is clear: family capital is becoming more structured, selective, and central to global private markets.

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data. 

]]> In Episode 26 of the Dakota Insights Podcast, we explore how family offices are evolving into fully institutional capital platforms—and why this shift is reshaping private markets.

Drawing from Dakota’s 2025 Global Family Office Report, we examine how improved liquidity in 2025 accelerated professionalization, earlier diversification, and formalized governance. Family offices are no longer passive pools of capital; they are building structured investment teams, expanding direct deal activity, and leading transactions across sectors.

We also discuss the strategic importance of geography, the growing role of private markets in portfolio construction, and why talent is becoming the key constraint as offices scale.

The message is clear: family capital is becoming more structured, selective, and central to global private markets.

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data. 

]]> Dakota Team Buzzsprout-18757345 Fri, 27 Feb 2026 11:00:00 -0500 1802 full false Newmarket Capital on Bitcoin as a Credit Instrument Newmarket Capital on Bitcoin as a Credit Instrument In this Dakota Research Interview, Dr. Andrew Hohns, Founder and CEO of Newmarket Capital and Battery Finance, explains how the firm is redefining private credit by integrating Bitcoin into real estate and asset-backed lending. He discusses how Bitcoin-backed loan structures can help investors protect purchasing power, reduce credit risk, and generate inflation-resilient returns without taking on mark-to-market volatility. Andrew also shares real-world examples of Battery Finance loans, outlines where borrower demand is strongest, and highlights opportunities across multifamily, project finance, and mission-driven investments. For investors seeking innovative credit solutions with downside protection and long-term upside, this conversation offers a compelling look at the future of Bitcoin-integrated private credit.

]]> In this Dakota Research Interview, Dr. Andrew Hohns, Founder and CEO of Newmarket Capital and Battery Finance, explains how the firm is redefining private credit by integrating Bitcoin into real estate and asset-backed lending. He discusses how Bitcoin-backed loan structures can help investors protect purchasing power, reduce credit risk, and generate inflation-resilient returns without taking on mark-to-market volatility. Andrew also shares real-world examples of Battery Finance loans, outlines where borrower demand is strongest, and highlights opportunities across multifamily, project finance, and mission-driven investments. For investors seeking innovative credit solutions with downside protection and long-term upside, this conversation offers a compelling look at the future of Bitcoin-integrated private credit.

]]> Dakota Team Buzzsprout-18744734 Wed, 25 Feb 2026 08:00:00 -0500 2962 full false Fundraising News Podcast: Fabulous Fundraising Fundraising News Podcast: Fabulous Fundraising In this episode of Dakota's Fundraising News Podcast, we cover newly launched RIAs like Bright Advisors, BayTrust Wealth Management, and Farmers Asset Management. We also share updates on commitments from The State of Wisconsin Investment Board (SWIB), The Wayne County Employees Retirement System, and Delaware Public Employees’ Retirement System (PERS). On the search front, we highlight activity from the Illinois Firefighters' Pension Investment Fund (FPIF), Plymouth County Retirement Association, and The Norfolk (MA) County Retirement System (CRS). We’ll also cover fundraising from SOLV Energy Inc., Incard, and Shield Technology Partners — plus a reminder to register for our next Dakota Cocktails event.

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data. 

]]> In this episode of Dakota's Fundraising News Podcast, we cover newly launched RIAs like Bright Advisors, BayTrust Wealth Management, and Farmers Asset Management. We also share updates on commitments from The State of Wisconsin Investment Board (SWIB), The Wayne County Employees Retirement System, and Delaware Public Employees’ Retirement System (PERS). On the search front, we highlight activity from the Illinois Firefighters' Pension Investment Fund (FPIF), Plymouth County Retirement Association, and The Norfolk (MA) County Retirement System (CRS). We’ll also cover fundraising from SOLV Energy Inc., Incard, and Shield Technology Partners — plus a reminder to register for our next Dakota Cocktails event.

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data. 

]]> Dakota Team Buzzsprout-18625032 Wed, 04 Feb 2026 11:00:00 -0500 758 full false A 75-Year Playbook: How Crow Holdings Capital Approaches Industrial Investing A 75-Year Playbook: How Crow Holdings Capital Approaches Industrial Investing In this Dakota Research Interview, Chris LeRoy and Alex DeMarco sit down with Kelsea Alexander, Director, and Michael Balcom, Managing Director in the Industrial Group at Crow Holdings Capital, to discuss the firm’s long-standing approach to industrial real estate investing and development. Drawing on Crow Holdings’ 75-year history and deeply tenured leadership team, the conversation highlights how cultural continuity, disciplined decision-making, and local market expertise shape the firm’s investment strategy.

Crow Holdings Capital operates as both an investment manager and large-scale developer, with industrial real estate at the core of its platform. Kelsea and Michael explain how the firm’s vertically integrated model, spanning development, leasing, asset management, and disposition, creates alignment across teams, reduces friction, and lowers overall costs for LPs. The firm focuses on Class A, highly functional industrial assets in top U.S. markets, with an emphasis on infill submarkets, strong infrastructure access, and disciplined land basis.

The discussion explores Crow’s investment philosophy amid a maturing industrial sector, where increased capital and competition have driven changes in building design and tenant requirements. Crow continues to prioritize markets with strong demographic growth, particularly in Sun Belt regions such as DFW, Atlanta, Nashville, and Florida, while remaining cautious in port-dependent markets exposed to trade volatility. Kelsea and Michael also outline how declining construction starts and sustained tenant demand are creating a favorable supply-demand backdrop for new development.

The interview concludes with insights into secular tailwinds supporting long-term industrial demand, including e-commerce, onshoring and nearshoring, and a continued “flight to quality” among tenants. Crow Holdings Capital remains focused on doubling down on its proven strategy, leveraging deep local relationships, proprietary deal flow, and cradle-to-grave asset management to deliver durable, risk-adjusted returns for investors.

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data. 

]]> In this Dakota Research Interview, Chris LeRoy and Alex DeMarco sit down with Kelsea Alexander, Director, and Michael Balcom, Managing Director in the Industrial Group at Crow Holdings Capital, to discuss the firm’s long-standing approach to industrial real estate investing and development. Drawing on Crow Holdings’ 75-year history and deeply tenured leadership team, the conversation highlights how cultural continuity, disciplined decision-making, and local market expertise shape the firm’s investment strategy.

Crow Holdings Capital operates as both an investment manager and large-scale developer, with industrial real estate at the core of its platform. Kelsea and Michael explain how the firm’s vertically integrated model, spanning development, leasing, asset management, and disposition, creates alignment across teams, reduces friction, and lowers overall costs for LPs. The firm focuses on Class A, highly functional industrial assets in top U.S. markets, with an emphasis on infill submarkets, strong infrastructure access, and disciplined land basis.

The discussion explores Crow’s investment philosophy amid a maturing industrial sector, where increased capital and competition have driven changes in building design and tenant requirements. Crow continues to prioritize markets with strong demographic growth, particularly in Sun Belt regions such as DFW, Atlanta, Nashville, and Florida, while remaining cautious in port-dependent markets exposed to trade volatility. Kelsea and Michael also outline how declining construction starts and sustained tenant demand are creating a favorable supply-demand backdrop for new development.

The interview concludes with insights into secular tailwinds supporting long-term industrial demand, including e-commerce, onshoring and nearshoring, and a continued “flight to quality” among tenants. Crow Holdings Capital remains focused on doubling down on its proven strategy, leveraging deep local relationships, proprietary deal flow, and cradle-to-grave asset management to deliver durable, risk-adjusted returns for investors.

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data. 

]]> Dakota Team Buzzsprout-18622106 Wed, 04 Feb 2026 08:00:00 -0500 1106 full false RIAs Are Becoming Institutions: How Centralized Allocation Is Reshaping the RIA Market RIAs Are Becoming Institutions: How Centralized Allocation Is Reshaping the RIA Market In Episode 25 of the Dakota Research Podcast, we examine how the RIA market is entering a new phase of institutionalization—and why this shift is fundamentally changing capital allocation, distribution, and platform economics across wealth management.

We break down how RIAs are evolving from advisor-led practices into coordinated allocation platforms, with investment authority increasingly concentrated in CIO offices, investment committees, and model-driven portfolios. The discussion explores why record M&A activity and asset growth are symptoms of a deeper structural change: control over allocation is moving away from individual advisors and toward centralized governance.

The episode also explores the dual dynamics shaping today’s RIA landscape. While new firm formation remains strong, asset concentration continues to accelerate among large platforms. We discuss how fragmentation and consolidation are occurring simultaneously, why value is accruing to firms that can operate at scale, and how private equity sponsors are increasingly focused on owning distribution and decision-making infrastructure—not just AUM.

Finally, we dive into the implications of alternatives becoming core portfolio components. As private credit, private equity, and real assets move from opportunistic allocations into standardized models, RIAs are being pushed toward more formalized governance, repeatable investment processes, and institutional operating frameworks. For asset managers and service providers, the conversation highlights why access to RIA capital is becoming more centralized, selective, and dependent on alignment with platform-level models and governance standards.

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data. 

]]> In Episode 25 of the Dakota Research Podcast, we examine how the RIA market is entering a new phase of institutionalization—and why this shift is fundamentally changing capital allocation, distribution, and platform economics across wealth management.

We break down how RIAs are evolving from advisor-led practices into coordinated allocation platforms, with investment authority increasingly concentrated in CIO offices, investment committees, and model-driven portfolios. The discussion explores why record M&A activity and asset growth are symptoms of a deeper structural change: control over allocation is moving away from individual advisors and toward centralized governance.

The episode also explores the dual dynamics shaping today’s RIA landscape. While new firm formation remains strong, asset concentration continues to accelerate among large platforms. We discuss how fragmentation and consolidation are occurring simultaneously, why value is accruing to firms that can operate at scale, and how private equity sponsors are increasingly focused on owning distribution and decision-making infrastructure—not just AUM.

Finally, we dive into the implications of alternatives becoming core portfolio components. As private credit, private equity, and real assets move from opportunistic allocations into standardized models, RIAs are being pushed toward more formalized governance, repeatable investment processes, and institutional operating frameworks. For asset managers and service providers, the conversation highlights why access to RIA capital is becoming more centralized, selective, and dependent on alignment with platform-level models and governance standards.

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data. 

]]> Dakota Team Buzzsprout-18558107 Fri, 23 Jan 2026 11:00:00 -0500 2105 full false Fundraising News Podcast: January Jubilance Fundraising News Podcast: January Jubilance In this episode of Dakota's Fundraising News Podcast, We cover acquisitions by Azimut Group and newly launched and registered RIAs including Cohen Capital Advisors and MFT Wealth Management. We also share updates on commitments from the Fairfax County Educational Employees’ Supplementary Retirement Plan, the Delaware Public Employees’ Retirement System, and the State of Wisconsin Investment Board. On the search front, we highlight activity from the Illinois Police Officers Pension Fund, the Illinois Municipal Retirement Fund, and SWIB. We’ll also break down the latest fundraising trends, including growing sovereign wealth fund allocations to private credit in emerging markets from investors like ADIA and Mubadala, along with updates from Fairfax County Educational Employees’ Supplementary Retirement Plan and H.I.G. Capital — plus a reminder to register for our next Dakota Cocktails event.

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data. 

]]> In this episode of Dakota's Fundraising News Podcast, We cover acquisitions by Azimut Group and newly launched and registered RIAs including Cohen Capital Advisors and MFT Wealth Management. We also share updates on commitments from the Fairfax County Educational Employees’ Supplementary Retirement Plan, the Delaware Public Employees’ Retirement System, and the State of Wisconsin Investment Board. On the search front, we highlight activity from the Illinois Police Officers Pension Fund, the Illinois Municipal Retirement Fund, and SWIB. We’ll also break down the latest fundraising trends, including growing sovereign wealth fund allocations to private credit in emerging markets from investors like ADIA and Mubadala, along with updates from Fairfax County Educational Employees’ Supplementary Retirement Plan and H.I.G. Capital — plus a reminder to register for our next Dakota Cocktails event.

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data. 

]]> Dakota Team Buzzsprout-18548998 Wed, 21 Jan 2026 15:00:00 -0500 669 full false Fundraising News Podcast: New Year, New Fundraising Fundraising News Podcast: New Year, New Fundraising In this episode of Dakota's Fundraising News Podcast, we cover newly launched RIAs like Valorem and acquisitions by Wealth Enhancement. Hear updates on commitments coming from The Sacramento County Employees Retirement System (SCERS), The Illinois Municipal Retirement Fund, and The School Employees Retirement System (SERS). Hear updates on searches coming from The North Attleboro Contributory Retirement System, New York City Comptroller's Office, and The Chicago Teachers’ Pension Fund. We also share the latest fundraising efforts from the newly launched National Startup Investment Guidance Fund, Goldman Sachs Group, and Clear Investment Group — plus a reminder to register for our next Dakota Cocktails event.

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data.

]]> In this episode of Dakota's Fundraising News Podcast, we cover newly launched RIAs like Valorem and acquisitions by Wealth Enhancement. Hear updates on commitments coming from The Sacramento County Employees Retirement System (SCERS), The Illinois Municipal Retirement Fund, and The School Employees Retirement System (SERS). Hear updates on searches coming from The North Attleboro Contributory Retirement System, New York City Comptroller's Office, and The Chicago Teachers’ Pension Fund. We also share the latest fundraising efforts from the newly launched National Startup Investment Guidance Fund, Goldman Sachs Group, and Clear Investment Group — plus a reminder to register for our next Dakota Cocktails event.

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data.

]]> Dakota Team Buzzsprout-18501610 Fri, 09 Jan 2026 09:00:00 -0500 730 full false Private Markets Performance: What “Good” Really Looks Like Across Vintages and Asset Classes Private Markets Performance: What “Good” Really Looks Like Across Vintages and Asset Classes In Episode 24 of the Dakota Research Podcast, we examine how private markets have evolved from a “satellite” allocation to a core component of institutional and family office portfolios—and why performance dispersion now matters more than ever.

We break down how allocators should evaluate private fund performance across private equity, venture capital, private credit, real estate, and real assets. The discussion covers why headline IRRs can be misleading, how cash-flow timing distorts results, and why many investors are placing greater emphasis on multiples such as TVPI and DPI.

The episode also dives into the critical role of vintage year in shaping outcomes. We explore why recession and early-recovery vintages have historically produced stronger results, why late-cycle funds often struggle, and how timing can matter just as much as manager selection—particularly in venture capital and private equity.

Finally, we discuss why benchmarking private funds is so difficult in practice. With fragmented data, inconsistent reporting, and opaque peer groups, comparing performance without proper context can lead to false conclusions. In today’s environment—where exits are slower and median performance has compressed—accurate, vintage-aware benchmarking has never been more important.

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data. 

]]> In Episode 24 of the Dakota Research Podcast, we examine how private markets have evolved from a “satellite” allocation to a core component of institutional and family office portfolios—and why performance dispersion now matters more than ever.

We break down how allocators should evaluate private fund performance across private equity, venture capital, private credit, real estate, and real assets. The discussion covers why headline IRRs can be misleading, how cash-flow timing distorts results, and why many investors are placing greater emphasis on multiples such as TVPI and DPI.

The episode also dives into the critical role of vintage year in shaping outcomes. We explore why recession and early-recovery vintages have historically produced stronger results, why late-cycle funds often struggle, and how timing can matter just as much as manager selection—particularly in venture capital and private equity.

Finally, we discuss why benchmarking private funds is so difficult in practice. With fragmented data, inconsistent reporting, and opaque peer groups, comparing performance without proper context can lead to false conclusions. In today’s environment—where exits are slower and median performance has compressed—accurate, vintage-aware benchmarking has never been more important.

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data. 

]]> Dakota Team Buzzsprout-18385950 Fri, 19 Dec 2025 11:00:00 -0500 2602 full false Fundraising News Podcast: Capital Efficiency Fundraising News Podcast: Capital Efficiency In today's episode of the Dakota Fundraising News Podcast, we cover RIA activity including acquisitions by Constellation Wealth Capital and Wealthcarte Capital Management as well as newly launched RIAs like Willow Creek Capital Management. Hear updates on commitments coming from LSERS, Ohio Police and Fire Pension Fund and Montana Board of Investments. Hear updates on searches coming from Firefighters' Retirement System of Louisiana, Dallas Police and Fire Pension Fund, and the Pension Benefit Guaranty Corporation. We also share the latest fundraising efforts from January Capital, Goldman Sachs Asset Management, and ArrowMark Partners — plus a reminder to register for our next Dakota Cocktails event.

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data.

]]> In today's episode of the Dakota Fundraising News Podcast, we cover RIA activity including acquisitions by Constellation Wealth Capital and Wealthcarte Capital Management as well as newly launched RIAs like Willow Creek Capital Management. Hear updates on commitments coming from LSERS, Ohio Police and Fire Pension Fund and Montana Board of Investments. Hear updates on searches coming from Firefighters' Retirement System of Louisiana, Dallas Police and Fire Pension Fund, and the Pension Benefit Guaranty Corporation. We also share the latest fundraising efforts from January Capital, Goldman Sachs Asset Management, and ArrowMark Partners — plus a reminder to register for our next Dakota Cocktails event.

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data.

]]> Dakota Team Buzzsprout-18380345 Thu, 18 Dec 2025 11:00:00 -0500 611 full false Fundraising News Podcast: Market News Fundraising News Podcast: Market News In today's episode of the Dakota Fundraising News Podcast, we cover RIA activity like acquisitions by Sequoia Financial Group and Allworth Financial as well as newly launched RIAs like Ticino Wealth. Hear updates on investments coming from Fubon Life Insurance, Arkansas Teacher Retirement System, and City of Tampa General Employees Retirement. Hear updates on searches coming from the Oklahoma Firefighters Pension & Retirement System, Ircantec, and The Boston Retirement System. Plus a reminder to register for our next Dakota Cocktails event.

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data.

]]> In today's episode of the Dakota Fundraising News Podcast, we cover RIA activity like acquisitions by Sequoia Financial Group and Allworth Financial as well as newly launched RIAs like Ticino Wealth. Hear updates on investments coming from Fubon Life Insurance, Arkansas Teacher Retirement System, and City of Tampa General Employees Retirement. Hear updates on searches coming from the Oklahoma Firefighters Pension & Retirement System, Ircantec, and The Boston Retirement System. Plus a reminder to register for our next Dakota Cocktails event.

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data.

]]> Dakota Team Buzzsprout-18307113 Fri, 05 Dec 2025 15:00:00 -0500 616 full false Fundraising News Podcast: Dedicated December Fundraising News Podcast: Dedicated December In today's episode of the Dakota Fundraising News Podcast, we cover RIA activity like acquisitions by Cambridge Investment Research. Hear updates on investments coming from the Boston Retirement System, Los Angeles Fire & Police Pension System, and The General Retirement System of the City of Detroit. Hear updates on searches coming from the Norfolk County Retirement System. We also share the latest fundraising efforts from Hillhouse Investment, Bessemer Venture Partners, and Arrow Global Group — plus a reminder to register for our next Dakota Cocktails event.

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data.

]]> In today's episode of the Dakota Fundraising News Podcast, we cover RIA activity like acquisitions by Cambridge Investment Research. Hear updates on investments coming from the Boston Retirement System, Los Angeles Fire & Police Pension System, and The General Retirement System of the City of Detroit. Hear updates on searches coming from the Norfolk County Retirement System. We also share the latest fundraising efforts from Hillhouse Investment, Bessemer Venture Partners, and Arrow Global Group — plus a reminder to register for our next Dakota Cocktails event.

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data.

]]> Dakota Team Buzzsprout-18293143 Wed, 03 Dec 2025 11:00:00 -0500 724 full false Fundraising News Podcast: The Scale Fundraising News Podcast: The Scale In today's episode of the Dakota Fundraising News Podcast, we cover RIA activity including potential acquisitions by RIA Captrust. Hear updates on investments coming from CalPERS and the IFC. Hear updates on searches coming from San Antonio Fire & Police Pension Fund. We also share the latest fundraising efforts from American South Capital Partners and Vistara Growth — plus a reminder to register for our next Dakota Cocktails event. 

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data.

]]> In today's episode of the Dakota Fundraising News Podcast, we cover RIA activity including potential acquisitions by RIA Captrust. Hear updates on investments coming from CalPERS and the IFC. Hear updates on searches coming from San Antonio Fire & Police Pension Fund. We also share the latest fundraising efforts from American South Capital Partners and Vistara Growth — plus a reminder to register for our next Dakota Cocktails event. 

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data.

]]> Dakota Team Buzzsprout-18232613 Fri, 21 Nov 2025 15:00:00 -0500 800 full false India Rising: Unlocking Growth Across Digital, Industrial, and Private Markets India Rising: Unlocking Growth Across Digital, Industrial, and Private Markets In Episode 23 of the Dakota Research Podcast, we explore why India is emerging as one of the most attractive global investment destinations. With sustained GDP growth of 6–7% annually, a young population, and increasingly favorable policy frameworks, the country is rapidly transforming from a high-risk emerging market to a high-conviction growth story.

We dive into the macro and policy backdrop fueling this transformation, including India’s ambitious industrial programs like the Production Linked Incentive (PLI) scheme and the National Green Hydrogen Mission. These initiatives are driving capital flows into manufacturing, clean energy, semiconductors, and digital infrastructure—sectors at the heart of India’s structural growth engine.

The episode also highlights the evolving private equity and venture capital landscape. In 2024 alone, India saw $43 billion in PE/VC deal activity and $33 billion in exits, signaling a maturing market. Global investors—particularly from the U.S., Europe, and the Middle East—are scaling up commitments through India-dedicated funds and regional strategies.

Listeners will gain insights into key themes like energy transition, digital public infrastructure, financial services, space tech, and healthcare. We also discuss the growing depth of India’s capital markets, with structures like GIFT City, REITs, InvITs, and private credit platforms offering new access points and exit options.

Whether you're an allocator, asset manager, or investment strategist, this episode provides a timely and comprehensive guide to navigating India’s dynamic investment landscape heading into 2030.

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data. 

]]> In Episode 23 of the Dakota Research Podcast, we explore why India is emerging as one of the most attractive global investment destinations. With sustained GDP growth of 6–7% annually, a young population, and increasingly favorable policy frameworks, the country is rapidly transforming from a high-risk emerging market to a high-conviction growth story.

We dive into the macro and policy backdrop fueling this transformation, including India’s ambitious industrial programs like the Production Linked Incentive (PLI) scheme and the National Green Hydrogen Mission. These initiatives are driving capital flows into manufacturing, clean energy, semiconductors, and digital infrastructure—sectors at the heart of India’s structural growth engine.

The episode also highlights the evolving private equity and venture capital landscape. In 2024 alone, India saw $43 billion in PE/VC deal activity and $33 billion in exits, signaling a maturing market. Global investors—particularly from the U.S., Europe, and the Middle East—are scaling up commitments through India-dedicated funds and regional strategies.

Listeners will gain insights into key themes like energy transition, digital public infrastructure, financial services, space tech, and healthcare. We also discuss the growing depth of India’s capital markets, with structures like GIFT City, REITs, InvITs, and private credit platforms offering new access points and exit options.

Whether you're an allocator, asset manager, or investment strategist, this episode provides a timely and comprehensive guide to navigating India’s dynamic investment landscape heading into 2030.

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data. 

]]> Dakota Team Buzzsprout-18224521 Fri, 21 Nov 2025 11:00:00 -0500 1466 full false Fundraising News Podcast: Capital Dialogue Fundraising News Podcast: Capital Dialogue In today's episode of the Dakota Fundraising News Podcast we cover newly formed RIAs like 71 West Capital Partners and RIA fund launches like Strongheart Energy Fund II. Hear updates on investments coming from The World Bank and Los Angeles Water & Power Employees' Retirement Plan. Hear updates on searches coming from Colorado Public Employees Retirement Association. We also share the latest fundraising efforts from Rockland Capital, Ardabelle Capital, and Sofinnova Partners — plus a reminder to register for our next Dakota Cocktails event.

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data.

]]> In today's episode of the Dakota Fundraising News Podcast we cover newly formed RIAs like 71 West Capital Partners and RIA fund launches like Strongheart Energy Fund II. Hear updates on investments coming from The World Bank and Los Angeles Water & Power Employees' Retirement Plan. Hear updates on searches coming from Colorado Public Employees Retirement Association. We also share the latest fundraising efforts from Rockland Capital, Ardabelle Capital, and Sofinnova Partners — plus a reminder to register for our next Dakota Cocktails event.

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data.

]]> Dakota Team Buzzsprout-18219336 Wed, 19 Nov 2025 13:00:00 -0500 640 full false Fundraising News Podcast: Crazy Capital Fundraising News Podcast: Crazy Capital In today's episode of the Dakota Fundraising News Podcast, we cover RIA activity including acquisitions by OneDigital Investment Advisors, Lido Advisors, and Abacus Wealth Partners. Hear updates on investments coming from The World Bank, The Teacher Retirement System of Louisiana, and Arlington County Employee Retirement System. Hear updates on investments coming from The Teacher Retirement System of Louisiana and Fondo Telemarco. We also share the latest fundraising efforts from Root Ventures, KKR, and Glasswing Ventures— plus a reminder to register for our next Dakota Cocktails event.

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data.

]]> In today's episode of the Dakota Fundraising News Podcast, we cover RIA activity including acquisitions by OneDigital Investment Advisors, Lido Advisors, and Abacus Wealth Partners. Hear updates on investments coming from The World Bank, The Teacher Retirement System of Louisiana, and Arlington County Employee Retirement System. Hear updates on investments coming from The Teacher Retirement System of Louisiana and Fondo Telemarco. We also share the latest fundraising efforts from Root Ventures, KKR, and Glasswing Ventures— plus a reminder to register for our next Dakota Cocktails event.

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data.

]]> Dakota Team Buzzsprout-18191494 Fri, 14 Nov 2025 11:00:00 -0500 940 full false Inside BridgeInvest: How Ian Glaser Helped Build a Cycle-Tested Platform for Real Estate Credit Inside BridgeInvest: How Ian Glaser Helped Build a Cycle-Tested Platform for Real Estate Credit In this episode, Chris LeRoy and Alex deMarco sit down with Ian Glaser, Partner and Investment Committee Member at BridgeInvest, to explore how the Miami-based real estate credit manager is navigating one of the most attractive lending environments in over a decade. Founded in the aftermath of the Global Financial Crisis, BridgeInvest has grown into a vertically integrated, senior-secured lending platform with more than $2.5 billion invested across 160 loans. Ian discusses the firm’s disciplined focus on capital preservation, consistent yield generation, and hands-on management throughout the lending lifecycle. He also shares insights on how BridgeInvest’s direct sourcing, vertical integration, and LP-aligned culture have driven a near-zero loss ratio and long-term outperformance. The conversation covers today’s opportunities in recapitalizations, development financing, and transitional assets, as well as BridgeInvest’s expansion through its new open-ended Credit Fund V designed for flexibility and enduring performance

#PrivateCredit #RealEstateCredit #PrivateMarkets #AlternativeInvestments #CommercialRealEstate #CRELending #RealEstateDebt #CreditFunds #InstitutionalInvesting #InvestmentManagement #DakotaResearch

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data. 

]]> In this episode, Chris LeRoy and Alex deMarco sit down with Ian Glaser, Partner and Investment Committee Member at BridgeInvest, to explore how the Miami-based real estate credit manager is navigating one of the most attractive lending environments in over a decade. Founded in the aftermath of the Global Financial Crisis, BridgeInvest has grown into a vertically integrated, senior-secured lending platform with more than $2.5 billion invested across 160 loans. Ian discusses the firm’s disciplined focus on capital preservation, consistent yield generation, and hands-on management throughout the lending lifecycle. He also shares insights on how BridgeInvest’s direct sourcing, vertical integration, and LP-aligned culture have driven a near-zero loss ratio and long-term outperformance. The conversation covers today’s opportunities in recapitalizations, development financing, and transitional assets, as well as BridgeInvest’s expansion through its new open-ended Credit Fund V designed for flexibility and enduring performance

#PrivateCredit #RealEstateCredit #PrivateMarkets #AlternativeInvestments #CommercialRealEstate #CRELending #RealEstateDebt #CreditFunds #InstitutionalInvesting #InvestmentManagement #DakotaResearch

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data. 

]]> Dakota Team Buzzsprout-18178876 Wed, 12 Nov 2025 12:00:00 -0500 2390 full false Fundraising News Podcast: Capital Markets Fundraising News Podcast: Capital Markets In today's episode of the Dakota Fundraising News Podcast, we cover RIA activity including Cambium Wealth Partners joining RFG Advisory’s $7B platform, World Investment Advisors’ acquisition of TCG Wealth Management, and CAPNOR’s full acquisition of Calista Direct Investors. Hear updates on investments coming from The Public Employee Retirement System (PERS) of Idaho, The Seattle City Employees’ Retirement System (SCERS), and The Fresno County Employees Retirement Association. We also share the latest fundraising efforts from Lowercarbon Capital, Section Partners, and Cardone Ventures — plus a reminder to register for our next Dakota Cocktails event.

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data.

]]> In today's episode of the Dakota Fundraising News Podcast, we cover RIA activity including Cambium Wealth Partners joining RFG Advisory’s $7B platform, World Investment Advisors’ acquisition of TCG Wealth Management, and CAPNOR’s full acquisition of Calista Direct Investors. Hear updates on investments coming from The Public Employee Retirement System (PERS) of Idaho, The Seattle City Employees’ Retirement System (SCERS), and The Fresno County Employees Retirement Association. We also share the latest fundraising efforts from Lowercarbon Capital, Section Partners, and Cardone Ventures — plus a reminder to register for our next Dakota Cocktails event.

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data.

]]> Dakota Team Buzzsprout-18178348 Wed, 12 Nov 2025 11:00:00 -0500 780 full false Fundraising News Podcast: Fanatic Fundraisers Fundraising News Podcast: Fanatic Fundraisers In today's episode of the Dakota Fundraising News Podcast, we cover acquisitions like Dakota Wealth Management, Wealth Enhancement, and Waverly Advisors. Hear updates on investments coming from Kansas City Police Retirement System and Indiana Public Retirement System. Hear updates on searches from The Attleboro Contributory Retirement System and Chicago Teachers' Pension Fund. We also share the latest fundraising efforts from CapitaLand Investment, Climate Fund Managers, and Danske Bank — plus a reminder to register for our next Dakota Cocktails event. 

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data.

]]> In today's episode of the Dakota Fundraising News Podcast, we cover acquisitions like Dakota Wealth Management, Wealth Enhancement, and Waverly Advisors. Hear updates on investments coming from Kansas City Police Retirement System and Indiana Public Retirement System. Hear updates on searches from The Attleboro Contributory Retirement System and Chicago Teachers' Pension Fund. We also share the latest fundraising efforts from CapitaLand Investment, Climate Fund Managers, and Danske Bank — plus a reminder to register for our next Dakota Cocktails event. 

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data.

]]> Dakota Team Buzzsprout-18152502 Fri, 07 Nov 2025 16:00:00 -0500 802 full false Fundraising News Podcast: Money on a Mission Fundraising News Podcast: Money on a Mission In today's episode of the Dakota Fundraising News Podcast, we cover RIA activity including AssetMark’s acquisition of Efficient Advisors from Fiduciary Services Group, OneAscent Financial’s addition of Houston-based Patron Partners to its platform, and Cetera’s new leadership hires within its RIA Blueprint team. Hear updates on investments coming from The Texas County & District Retirement System (CDRS), The North Carolina Retirement Systems, and New Mexico State Investment Council. Hear updates on searches from Swedish Fund Selection Agency (Fondtorgsnämnden) and Oklahoma Police Pension & Retirement System. We also share the latest fundraising efforts from Montagu, Arlington Capital Partners, and Hollyport Capital — plus a reminder to register for our next Dakota Cocktails event.

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data.

]]> In today's episode of the Dakota Fundraising News Podcast, we cover RIA activity including AssetMark’s acquisition of Efficient Advisors from Fiduciary Services Group, OneAscent Financial’s addition of Houston-based Patron Partners to its platform, and Cetera’s new leadership hires within its RIA Blueprint team. Hear updates on investments coming from The Texas County & District Retirement System (CDRS), The North Carolina Retirement Systems, and New Mexico State Investment Council. Hear updates on searches from Swedish Fund Selection Agency (Fondtorgsnämnden) and Oklahoma Police Pension & Retirement System. We also share the latest fundraising efforts from Montagu, Arlington Capital Partners, and Hollyport Capital — plus a reminder to register for our next Dakota Cocktails event.

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data.

]]> Dakota Team Buzzsprout-18138923 Wed, 05 Nov 2025 11:00:00 -0500 929 full false Fundraising News Podcast: Market Makers Fundraising News Podcast: Market Makers In today's episode of Dakota's Fundraising News Podcast, we cover newly registered RIAs like Xception Advisory Services and acquisitions by MAI Capital Management and Farther Finance Advisors. Hear updates on investments coming from The Illinois Firefighters’ Pension Investment Fund (FPIF), LGPS Central Ltd, and Ventura County Employees’ Retirement Association. We also share the latest fundraising efforts from Greystar, Copenhagen Infrastructure Partners (CIP), and EnCap Investments — plus a reminder to register for our next Dakota Cocktails event.

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data.

]]> In today's episode of Dakota's Fundraising News Podcast, we cover newly registered RIAs like Xception Advisory Services and acquisitions by MAI Capital Management and Farther Finance Advisors. Hear updates on investments coming from The Illinois Firefighters’ Pension Investment Fund (FPIF), LGPS Central Ltd, and Ventura County Employees’ Retirement Association. We also share the latest fundraising efforts from Greystar, Copenhagen Infrastructure Partners (CIP), and EnCap Investments — plus a reminder to register for our next Dakota Cocktails event.

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data.

]]> Dakota Team Buzzsprout-18111292 Fri, 31 Oct 2025 10:00:00 -0400 915 full false Fundraising News Podcast: Capital Updates Fundraising News Podcast: Capital Updates In today's episode of the Dakota Fundraising News Podcast, we cover acquisitions by the likes of Turicum, Choice International, and Madison Dearborn Partners. Hear updates on investments coming from Houston Firefighters' Relief and Retirement Fund, Concordia University Inter-generational Fund, and the Oregon Common School Fund. Hear searches coming from LD Fonde, Alifond, and Plymouth County Retirement Association. We also share the latest fundraising efforts from Astarte Capital Partners and Toesca Asset Management, Andera Partners, and Dawson Partners — plus a reminder to register for our next Dakota Cocktails event.

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data.

]]> In today's episode of the Dakota Fundraising News Podcast, we cover acquisitions by the likes of Turicum, Choice International, and Madison Dearborn Partners. Hear updates on investments coming from Houston Firefighters' Relief and Retirement Fund, Concordia University Inter-generational Fund, and the Oregon Common School Fund. Hear searches coming from LD Fonde, Alifond, and Plymouth County Retirement Association. We also share the latest fundraising efforts from Astarte Capital Partners and Toesca Asset Management, Andera Partners, and Dawson Partners — plus a reminder to register for our next Dakota Cocktails event.

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data.

]]> Dakota Team Buzzsprout-18097264 Wed, 29 Oct 2025 11:00:00 -0400 857 full false Fundraising News Podcast: Fundraising Fall Fundraising News Podcast: Fundraising Fall In today's episode of the Dakota Fundraising News Podcast, we cover acquisitions from the RIAs like Creative Planning. Hear updates on investments coming from Fort Worth Employees Retirement Fund, Minnesota State Board of Investments, and Hollywood Employees Retirement Fund. Hear searches coming from Meketa Investment Group. We also share the latest fundraising efforts from Declaration Partners, Lifeline Ventures, and Fidelity International — plus a reminder to register for our next Dakota Cocktails event.

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data.

]]> In today's episode of the Dakota Fundraising News Podcast, we cover acquisitions from the RIAs like Creative Planning. Hear updates on investments coming from Fort Worth Employees Retirement Fund, Minnesota State Board of Investments, and Hollywood Employees Retirement Fund. Hear searches coming from Meketa Investment Group. We also share the latest fundraising efforts from Declaration Partners, Lifeline Ventures, and Fidelity International — plus a reminder to register for our next Dakota Cocktails event.

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data.

]]> Dakota Team Buzzsprout-18069502 Fri, 24 Oct 2025 12:00:00 -0400 665 full false Inside Corporate Venture Capital: How Strategic Investors Are Shaping the Future of Innovation Inside Corporate Venture Capital: How Strategic Investors Are Shaping the Future of Innovation In Episode 22 of the Dakota Research Podcast, we dive deep into the evolving world of Corporate Venture Capital (CVC)—where global corporations invest directly into startups to drive both financial returns and strategic growth. From NVIDIA’s NVentures and Salesforce Ventures to Microsoft’s M12 and BMW i Ventures, CVCs are becoming systemic players in the venture ecosystem, now participating in roughly one out of every six startup rounds worldwide.

The discussion explores how CVCs differ from traditional venture capital, why corporates are doubling down on AI, automation, and energy technologies, and what makes the best programs stand out—clear mandates, strong governance, and tangible integration with business units. Listeners will also learn how general partners (GPs) and limited partners (LPs) can collaborate with CVCs to gain unique deal flow, faster exits, and deeper insight into corporate innovation pipelines.

Whether you’re an allocator, fund manager, or startup leader, this episode offers a comprehensive look at how CVCs are redefining the boundaries between innovation and capital in 2025 and beyond.

]]> In Episode 22 of the Dakota Research Podcast, we dive deep into the evolving world of Corporate Venture Capital (CVC)—where global corporations invest directly into startups to drive both financial returns and strategic growth. From NVIDIA’s NVentures and Salesforce Ventures to Microsoft’s M12 and BMW i Ventures, CVCs are becoming systemic players in the venture ecosystem, now participating in roughly one out of every six startup rounds worldwide.

The discussion explores how CVCs differ from traditional venture capital, why corporates are doubling down on AI, automation, and energy technologies, and what makes the best programs stand out—clear mandates, strong governance, and tangible integration with business units. Listeners will also learn how general partners (GPs) and limited partners (LPs) can collaborate with CVCs to gain unique deal flow, faster exits, and deeper insight into corporate innovation pipelines.

Whether you’re an allocator, fund manager, or startup leader, this episode offers a comprehensive look at how CVCs are redefining the boundaries between innovation and capital in 2025 and beyond.

]]> Dakota Team Buzzsprout-18069032 Fri, 24 Oct 2025 11:00:00 -0400 1665 full false Fundraising News Podcast: Capital Talks Fundraising News Podcast: Capital Talks In this episode of the Dakota Fundraising News Podcast, we cover newly registered RIAs like Hermitage Wealth Management and Waypoint West. Hear updates on investments coming from The Los Angeles Fire & Police Pension System. Hear searches coming from the Los Angeles City Employees' Retirement System and Saugus Contributory Retirement System. We also share the latest fundraising efforts from Enko Capital,  Advantage Partners, and Patria Investments — plus a reminder to register for our next Dakota Cocktails event. 

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data.

]]> In this episode of the Dakota Fundraising News Podcast, we cover newly registered RIAs like Hermitage Wealth Management and Waypoint West. Hear updates on investments coming from The Los Angeles Fire & Police Pension System. Hear searches coming from the Los Angeles City Employees' Retirement System and Saugus Contributory Retirement System. We also share the latest fundraising efforts from Enko Capital,  Advantage Partners, and Patria Investments — plus a reminder to register for our next Dakota Cocktails event. 

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data.

]]> Dakota Team Buzzsprout-18055946 Wed, 22 Oct 2025 08:00:00 -0400 762 full false Fundraising News Podcast: The Briefing Fundraising News Podcast: The Briefing In today's episode of the Dakota Fundraising News Podcast, we cover RIA updates, acquisitions by Family Office of America, and mergers between India’s Equirus Group and Sapient Finserv Group. Hear updates on investments coming from Ohio Police and Fire Pension Fund, Iowa Public Employees Retirement System, and The Louisiana State Police Retirement System (LSPRS). Hear searches coming from the Memphis Light, Gas & Water Corporation and Municipal Employees Annuity & Benefit Fund of Chicago. We also share the latest fundraising efforts from Integrum Holdings, Plexus Capital, and Shore Capital Partners — plus a reminder to register for our next Dakota Cocktails event.

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data.

]]> In today's episode of the Dakota Fundraising News Podcast, we cover RIA updates, acquisitions by Family Office of America, and mergers between India’s Equirus Group and Sapient Finserv Group. Hear updates on investments coming from Ohio Police and Fire Pension Fund, Iowa Public Employees Retirement System, and The Louisiana State Police Retirement System (LSPRS). Hear searches coming from the Memphis Light, Gas & Water Corporation and Municipal Employees Annuity & Benefit Fund of Chicago. We also share the latest fundraising efforts from Integrum Holdings, Plexus Capital, and Shore Capital Partners — plus a reminder to register for our next Dakota Cocktails event.

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data.

]]> Dakota Team Buzzsprout-18028595 Fri, 17 Oct 2025 11:00:00 -0400 734 full false Inside the Build-to-Rent Boom: Brad Case on Data-Driven Real Estate Investing | Dakota Research Inside the Build-to-Rent Boom: Brad Case on Data-Driven Real Estate Investing | Dakota Research In this Dakota Research Interview, Chris LeRoy and Alex deMarco speak with Brad Case, Chief Economist at Middleburg, about the firm’s data-driven strategy for multifamily and build-to-rent (BTR) housing. Case shares how Middleburg uses proprietary economic modeling, machine learning, and a vertically integrated platform to identify high-growth opportunities across the Southeast, Mid-Atlantic, and Texas. The conversation explores the structural rise of BTR, risk management in volatile interest rate environments, and the firm’s focus on housing for America’s middle market. With over 30 years of experience at the Fed, Fannie Mae, and Nareit, Case offers valuable insights for real estate investors seeking resilient, research-backed strategies in today’s shifting market.


#RealEstateInvesting #BuildToRent #MultifamilyHousing #RealEstatePodcast #HousingMarket #BTR #Middleburg #BradCase #DataDrivenInvesting #RealEstateEconomics #InvestmentStrategy #PropertyDevelopment #RentalMarket #MachineLearning #HousingTrends #Rentership #InterestRates #InstitutionalRealEstate #DakotaResearch #EconomicInsights


]]> In this Dakota Research Interview, Chris LeRoy and Alex deMarco speak with Brad Case, Chief Economist at Middleburg, about the firm’s data-driven strategy for multifamily and build-to-rent (BTR) housing. Case shares how Middleburg uses proprietary economic modeling, machine learning, and a vertically integrated platform to identify high-growth opportunities across the Southeast, Mid-Atlantic, and Texas. The conversation explores the structural rise of BTR, risk management in volatile interest rate environments, and the firm’s focus on housing for America’s middle market. With over 30 years of experience at the Fed, Fannie Mae, and Nareit, Case offers valuable insights for real estate investors seeking resilient, research-backed strategies in today’s shifting market.


#RealEstateInvesting #BuildToRent #MultifamilyHousing #RealEstatePodcast #HousingMarket #BTR #Middleburg #BradCase #DataDrivenInvesting #RealEstateEconomics #InvestmentStrategy #PropertyDevelopment #RentalMarket #MachineLearning #HousingTrends #Rentership #InterestRates #InstitutionalRealEstate #DakotaResearch #EconomicInsights


]]> Dakota Team Buzzsprout-18016260 Wed, 15 Oct 2025 11:00:00 -0400 2443 full false Fundraising News Podcast: Constructive Capital Fundraising News Podcast: Constructive Capital In today's episode of the Dakota Fundraising News Podcast, we cover newly registered RIAs like Veteran Commonwealth Financial Network and Advisor Compliance Partners as well as acquisitions by Creative Planning. Hear updates on investments coming from The San Antonio Fire & Police Pension Fund, Metropolitan Government of Nashville & Davidson County Employees Benefit Trust Fund, and Miami Beach Fire & Police Pension Fund. Additionally, hear searches coming from The Mendocino County Employees Retirement Association. We also share the latest fundraising efforts from Source Code Capital, Pantzer Properties, and ParaFi Capital — plus a reminder to register for our next Dakota Cocktails event. 

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data.

]]> In today's episode of the Dakota Fundraising News Podcast, we cover newly registered RIAs like Veteran Commonwealth Financial Network and Advisor Compliance Partners as well as acquisitions by Creative Planning. Hear updates on investments coming from The San Antonio Fire & Police Pension Fund, Metropolitan Government of Nashville & Davidson County Employees Benefit Trust Fund, and Miami Beach Fire & Police Pension Fund. Additionally, hear searches coming from The Mendocino County Employees Retirement Association. We also share the latest fundraising efforts from Source Code Capital, Pantzer Properties, and ParaFi Capital — plus a reminder to register for our next Dakota Cocktails event. 

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data.

]]> Dakota Team Buzzsprout-18016640 Wed, 15 Oct 2025 10:00:00 -0400 814 full false Fundraising News Podcast: Follow the Fundraising Fundraising News Podcast: Follow the Fundraising In today's episode of Dakota's Fundraising News Podcast, we cover newly registered RIAs like Luedtke & Associates and acquisitions by Mercer Global Advisors and Beacon Pointe Advisors. Hear updates on investments coming from El Paso Firemen & Policemen's Pension Fund, Pennsylvania State Employees Retirement System, and Wyoming State Loan and Investment Board as well as searches from New Castle County Employees Pension. We also share the latest fundraising efforts from Main Capital Partners, CapRock Partners, and Brookfield Asset Management — plus a reminder to register for our next Dakota Cocktails event. 

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data.

]]> In today's episode of Dakota's Fundraising News Podcast, we cover newly registered RIAs like Luedtke & Associates and acquisitions by Mercer Global Advisors and Beacon Pointe Advisors. Hear updates on investments coming from El Paso Firemen & Policemen's Pension Fund, Pennsylvania State Employees Retirement System, and Wyoming State Loan and Investment Board as well as searches from New Castle County Employees Pension. We also share the latest fundraising efforts from Main Capital Partners, CapRock Partners, and Brookfield Asset Management — plus a reminder to register for our next Dakota Cocktails event. 

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data.

]]> Dakota Team Buzzsprout-17989588 Fri, 10 Oct 2025 12:00:00 -0400 799 full false Fundraising News Podcast: Capital Deployment Fundraising News Podcast: Capital Deployment In today's episode of Dakota's Fundraising News Podcast, we cover newly registered RIAs like Schlegel Dunn and LCW Services acquisitions by Opera Group. Hear updates on investments coming from the Texas ERS, San Francisco Employees’ Retirement System (SFERS), and New York State Common Retirement Fund. Hear searches coming from the Town of Lexington Retirement System, Connecticut Retirement Plans and Trust Funds, and Plymouth County Retirement Association. We also share the latest fundraising efforts from Stonepeak Infrastructure Partners, RCP Advisors, and Incus Capital — plus a reminder to register for our next Dakota Cocktails event. 

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data.

]]> In today's episode of Dakota's Fundraising News Podcast, we cover newly registered RIAs like Schlegel Dunn and LCW Services acquisitions by Opera Group. Hear updates on investments coming from the Texas ERS, San Francisco Employees’ Retirement System (SFERS), and New York State Common Retirement Fund. Hear searches coming from the Town of Lexington Retirement System, Connecticut Retirement Plans and Trust Funds, and Plymouth County Retirement Association. We also share the latest fundraising efforts from Stonepeak Infrastructure Partners, RCP Advisors, and Incus Capital — plus a reminder to register for our next Dakota Cocktails event. 

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data.

]]> Dakota Team Buzzsprout-17978030 Wed, 08 Oct 2025 12:00:00 -0400 1042 full false Fundraising News Podcast: Do Not Disturb the Dry Powder Fundraising News Podcast: Do Not Disturb the Dry Powder In this episode of Dakota's Fundraising News Podcast, we cover newly registered RIAs like FortisPath Advisors and mergers like the one between Oakmont Capital Management and BilkeyKatz Investment Consultants. Hear updates on investments coming from The Wyoming State Loan and Investment Board (SLIB) and allocation updates from the Alaska Permanent Fund Corporation and Charlotte Firefighters’ Retirement System. We also share the latest fundraising efforts from Verdane, BMC Investments, and Avenue Capital Group — plus a reminder to register for our next Dakota Cocktails event.  

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data.

]]> In this episode of Dakota's Fundraising News Podcast, we cover newly registered RIAs like FortisPath Advisors and mergers like the one between Oakmont Capital Management and BilkeyKatz Investment Consultants. Hear updates on investments coming from The Wyoming State Loan and Investment Board (SLIB) and allocation updates from the Alaska Permanent Fund Corporation and Charlotte Firefighters’ Retirement System. We also share the latest fundraising efforts from Verdane, BMC Investments, and Avenue Capital Group — plus a reminder to register for our next Dakota Cocktails event.  

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data.

]]> Dakota Team Buzzsprout-17977884 Fri, 03 Oct 2025 11:00:00 -0400 722 full false Fundraising News Podcast: Dry Powder on Display Fundraising News Podcast: Dry Powder on Display In today's episode of the Dakota Fundraising News Podcast, we cover newly registered RIAs like Avrio Wealth and Pacific Point Wealth Management as well as acquisitions like the one of EA Sports. Hear updates on investments coming from The Wayne County Employees Retirement System, City of Hartford Municipal Employees Retirement Fund,  and Employees' Retirement System of Texas. Hear searches from Quincy Retirement System and San Diego City Employees' Retirement System. We also share the latest fundraising efforts from Monterro, BECO Capital, and Medicxi — plus a reminder to register for our next Dakota Cocktails event.

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data.

]]> In today's episode of the Dakota Fundraising News Podcast, we cover newly registered RIAs like Avrio Wealth and Pacific Point Wealth Management as well as acquisitions like the one of EA Sports. Hear updates on investments coming from The Wayne County Employees Retirement System, City of Hartford Municipal Employees Retirement Fund,  and Employees' Retirement System of Texas. Hear searches from Quincy Retirement System and San Diego City Employees' Retirement System. We also share the latest fundraising efforts from Monterro, BECO Capital, and Medicxi — plus a reminder to register for our next Dakota Cocktails event.

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data.

]]> Dakota Team Buzzsprout-17939507 Wed, 01 Oct 2025 12:00:00 -0400 856 full false Fundraising News Podcast: Intrigued Investors Fundraising News Podcast: Intrigued Investors This episode of the Dakota Fundraising News Podcast, we cover newly registered RIAs like Nexus One Financial Advisors as well as acquisitions by Aprio and MAI Capital Management. Hear updates on investments coming from Houston Police Officers' Pension System, City of Jacksonville Retirement System, and Howard County Master Trust. Hear searches from City of Holyoke Retirement Board and Boston Retirement System. We also share the latest fundraising efforts from Ridgemont Equity Partners, Peakline Partners’ Ventures, and Frontier Tech Capital — plus a reminder to register for our next Dakota Cocktails event.

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data.

]]> This episode of the Dakota Fundraising News Podcast, we cover newly registered RIAs like Nexus One Financial Advisors as well as acquisitions by Aprio and MAI Capital Management. Hear updates on investments coming from Houston Police Officers' Pension System, City of Jacksonville Retirement System, and Howard County Master Trust. Hear searches from City of Holyoke Retirement Board and Boston Retirement System. We also share the latest fundraising efforts from Ridgemont Equity Partners, Peakline Partners’ Ventures, and Frontier Tech Capital — plus a reminder to register for our next Dakota Cocktails event.

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data.

]]> Dakota Team Buzzsprout-17939432 Fri, 26 Sep 2025 11:00:00 -0400 759 full false Why Industrials Are the Hottest M&A Sector in 2025 Why Industrials Are the Hottest M&A Sector in 2025 Episode 21 of the Dakota Research Podcast explores why Industrials are 2025’s most competitive and capital-rich sector. We break down the wave of mega-deals—from Home Depot’s $15B consolidation play to Apollo’s aerospace carve-outs—and what’s fueling the surge in M&A activity.

Industrials are being re-rated from cyclical to structural, driven by three major forces: reshoring and supply chain resilience, defense and aerospace spending, and infrastructure modernization. We explore how these trends are impacting valuations, with strategics paying 14×+ EBITDA for scale platforms, while private equity pivots to carve-outs, niche roll-ups, and automation-driven value creation.

We also spotlight high-growth subsectors like datacenter HVAC, robotics, and sustainable materials—areas attracting both corporate and sponsor capital at premium multiples. Plus, hear how the IPO window is reopening for defense-aligned platforms and what that means for exits.

If you're focused on industrial investing, private equity strategy, or corporate M&A, this episode is your briefing on where the capital—and opportunity—is headed.

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data. 


#Industrials2025 #MergersAndAcquisitions #PrivateEquity #StrategicBuyers #Reshoring #DefenseTech #InfrastructureInvestment #Automation #IndustrialDeals #DakotaResearchPodcast #AdvancedManufacturing #AerospaceInvesting #SupplyChainStrategy #DatacenterGrowth #BuildingMaterialsBoom #IPO2025 #IndustrialM&A

]]> Episode 21 of the Dakota Research Podcast explores why Industrials are 2025’s most competitive and capital-rich sector. We break down the wave of mega-deals—from Home Depot’s $15B consolidation play to Apollo’s aerospace carve-outs—and what’s fueling the surge in M&A activity.

Industrials are being re-rated from cyclical to structural, driven by three major forces: reshoring and supply chain resilience, defense and aerospace spending, and infrastructure modernization. We explore how these trends are impacting valuations, with strategics paying 14×+ EBITDA for scale platforms, while private equity pivots to carve-outs, niche roll-ups, and automation-driven value creation.

We also spotlight high-growth subsectors like datacenter HVAC, robotics, and sustainable materials—areas attracting both corporate and sponsor capital at premium multiples. Plus, hear how the IPO window is reopening for defense-aligned platforms and what that means for exits.

If you're focused on industrial investing, private equity strategy, or corporate M&A, this episode is your briefing on where the capital—and opportunity—is headed.

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data. 


#Industrials2025 #MergersAndAcquisitions #PrivateEquity #StrategicBuyers #Reshoring #DefenseTech #InfrastructureInvestment #Automation #IndustrialDeals #DakotaResearchPodcast #AdvancedManufacturing #AerospaceInvesting #SupplyChainStrategy #DatacenterGrowth #BuildingMaterialsBoom #IPO2025 #IndustrialM&A

]]> Dakota Team Buzzsprout-17910934 Fri, 26 Sep 2025 11:00:00 -0400 1885 21 full false Fundraising News Podcast: The Movement of Capital Fundraising News Podcast: The Movement of Capital Today's episode of the Dakota Fundraising News Podcast covers newly registered RIAs like Beacon Advisors Holdings and Altair Financial as well as likely acquisitions by MAI Capital Management. Hear updates on investments coming from State Teachers Retirement System of Ohio, KPN Pension, and The European Bank for Reconstruction and Development (EBRD). Hear searches from The Colorado Public Employees Retirement Association (PERA), The Mendocino County Employees’ Retirement Association, and The New York State Insurance Fund (NSIF). We also share the latest fundraising efforts from Nexus Capital Management, India Quotient, and Electric Capital— plus a reminder to register for our next Dakota Cocktails event.  

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data.

]]> Today's episode of the Dakota Fundraising News Podcast covers newly registered RIAs like Beacon Advisors Holdings and Altair Financial as well as likely acquisitions by MAI Capital Management. Hear updates on investments coming from State Teachers Retirement System of Ohio, KPN Pension, and The European Bank for Reconstruction and Development (EBRD). Hear searches from The Colorado Public Employees Retirement Association (PERA), The Mendocino County Employees’ Retirement Association, and The New York State Insurance Fund (NSIF). We also share the latest fundraising efforts from Nexus Capital Management, India Quotient, and Electric Capital— plus a reminder to register for our next Dakota Cocktails event.  

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data.

]]> Dakota Team Buzzsprout-17898907 Wed, 24 Sep 2025 11:00:00 -0400 1634 full false Fundraising News Podcast: Capital Compass Fundraising News Podcast: Capital Compass In today's episode of the Dakota Fundraising News Podcast, we cover newly registered RIAs like EmVision Capital Advisors and Vistamark Investments as well as likely acquisitions by Creative Planning. Hear updates on investments coming from Houston Firefighters' Relief and Retirement Fund, Alaska Retirement Management Board, and The Sacramento County Employees’ Retirement System. Hear searches from Norfolk (MA) County Retirement System and Illinois Police Officers Pension Fund. We also share the latest fundraising efforts from LCM Partners, Glilot Capital Partners, and Alt Capital — plus a reminder to register for our next Dakota Cocktails event. 

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data.

]]> In today's episode of the Dakota Fundraising News Podcast, we cover newly registered RIAs like EmVision Capital Advisors and Vistamark Investments as well as likely acquisitions by Creative Planning. Hear updates on investments coming from Houston Firefighters' Relief and Retirement Fund, Alaska Retirement Management Board, and The Sacramento County Employees’ Retirement System. Hear searches from Norfolk (MA) County Retirement System and Illinois Police Officers Pension Fund. We also share the latest fundraising efforts from LCM Partners, Glilot Capital Partners, and Alt Capital — plus a reminder to register for our next Dakota Cocktails event. 

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data.

]]> Dakota Team Buzzsprout-17872740 Fri, 19 Sep 2025 11:00:00 -0400 830 full false Inside CRE Credit: How ArrowMark Is Lending Through the Dislocation Inside CRE Credit: How ArrowMark Is Lending Through the Dislocation In this Dakota Research Interview, Chris LeRoy and Alex DeMarco sit down with Rob Brown, Head of Commercial Real Estate Finance at ArrowMark Partners, to explore how the firm is navigating one of the most dynamic CRE credit markets in decades. Built during the volatility of COVID, rising rates, and regional bank pullbacks, ArrowMark’s platform now spans the full capital stack—from senior loans to structured equity. Rob shares how the firm delivers customized credit solutions for middle-market sponsors and why 80–90% of returns are tied to contractual cash flows. He also unpacks ArrowMark’s “bridge to better times” strategy, which offers sponsors breathing room amid market uncertainty. With $2T in maturities looming and distressed recap opportunities rising, this episode offers insight into why real estate credit is so compelling right now—for both yield-seeking allocators and sponsors in need of flexible capital.

Tired of fragmented data slowing you down? Book a demo of Dakota Research to centralize critical investment data and intelligence to simplify your decision-making process.


#CommercialRealEstate #CRECredit #PrivateCredit #ArrowMark #RealEstateInvesting #RealAssets #StructuredCredit #MiddleMarketLending #PrivateMarkets #BridgeLending #RealEstateDebt #AlternativeInvestments #CRELoans #DakotaResearchInterview


]]> In this Dakota Research Interview, Chris LeRoy and Alex DeMarco sit down with Rob Brown, Head of Commercial Real Estate Finance at ArrowMark Partners, to explore how the firm is navigating one of the most dynamic CRE credit markets in decades. Built during the volatility of COVID, rising rates, and regional bank pullbacks, ArrowMark’s platform now spans the full capital stack—from senior loans to structured equity. Rob shares how the firm delivers customized credit solutions for middle-market sponsors and why 80–90% of returns are tied to contractual cash flows. He also unpacks ArrowMark’s “bridge to better times” strategy, which offers sponsors breathing room amid market uncertainty. With $2T in maturities looming and distressed recap opportunities rising, this episode offers insight into why real estate credit is so compelling right now—for both yield-seeking allocators and sponsors in need of flexible capital.

Tired of fragmented data slowing you down? Book a demo of Dakota Research to centralize critical investment data and intelligence to simplify your decision-making process.


#CommercialRealEstate #CRECredit #PrivateCredit #ArrowMark #RealEstateInvesting #RealAssets #StructuredCredit #MiddleMarketLending #PrivateMarkets #BridgeLending #RealEstateDebt #AlternativeInvestments #CRELoans #DakotaResearchInterview


]]> Dakota Team Buzzsprout-17861425 Wed, 17 Sep 2025 12:00:00 -0400 1551 full false Fundraising News Podcast: The Pipeline Fundraising News Podcast: The Pipeline In today's episode, we cover newly registered RIAs like Cadia Private Client and Clarity Retirement & Wealth as well as acquisitions by RIA Creative Planning. Hear updates on investments coming from Ventura County Employees' Retirement Association, West Yorkshire Pension Fund, and South Carolina Retirement System Investment Commission. Hear searches from the Government Employees Pension Service. We also share the latest fundraising efforts from Erisberg, ICG, and Aurora Capital Partners — plus a reminder to register for our next Dakota Cocktails event.

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data.

]]> In today's episode, we cover newly registered RIAs like Cadia Private Client and Clarity Retirement & Wealth as well as acquisitions by RIA Creative Planning. Hear updates on investments coming from Ventura County Employees' Retirement Association, West Yorkshire Pension Fund, and South Carolina Retirement System Investment Commission. Hear searches from the Government Employees Pension Service. We also share the latest fundraising efforts from Erisberg, ICG, and Aurora Capital Partners — plus a reminder to register for our next Dakota Cocktails event.

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data.

]]> Dakota Team Buzzsprout-17860545 Wed, 17 Sep 2025 10:00:00 -0400 831 full false Fundraising News Podcast: Institutional Intelligence Fundraising News Podcast: Institutional Intelligence In today's episode of Dakota Fundraising News Podcast, we cover newly registered RIAs like Rothwell Investment Advisors and 34 Financial as well as acquisitions by Beacon Pointe Advisors. Hear updates on investments coming from Teacher Retirement System of Texas, Teachers’ Retirement System of Illinois, and Employees' Retirement System of the City of Milwaukee. We also share the latest fundraising efforts from Venture Investors Health Fund, Wentworth Capital, and One Equity Partners — plus a reminder to register for our next Dakota Cocktails event.  

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data.

]]> In today's episode of Dakota Fundraising News Podcast, we cover newly registered RIAs like Rothwell Investment Advisors and 34 Financial as well as acquisitions by Beacon Pointe Advisors. Hear updates on investments coming from Teacher Retirement System of Texas, Teachers’ Retirement System of Illinois, and Employees' Retirement System of the City of Milwaukee. We also share the latest fundraising efforts from Venture Investors Health Fund, Wentworth Capital, and One Equity Partners — plus a reminder to register for our next Dakota Cocktails event.  

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data.

]]> Dakota Team Buzzsprout-17833694 Fri, 12 Sep 2025 11:00:00 -0400 644 full false NAV Loans & Continuation Vehicles Discussions with ORIX’s Jed Johnson on Private Capital Innovation NAV Loans & Continuation Vehicles Discussions with ORIX’s Jed Johnson on Private Capital Innovation In this episode of the Dakota Research Interview, Chris LeRoy speaks with Jed Johnson, Head of GP Solutions at ORIX USA, about how the firm is reshaping capital access for private equity sponsors. With a $40B AUM platform and $10B in proprietary balance sheet capital, ORIX provides custom financing for GPs, including NAV loans, GP financings, and continuation vehicle structures. Jed shares how ORIX partners with middle and lower-middle market firms to support add-on acquisitions, platform growth, and new fund commitments—without requiring dilution or selling GP stakes. They also break down key market trends, including extended hold periods, the rise of CVs, and the growing demand for tailored capital solutions. If you're tracking innovation in private equity secondaries, GP-led deals, or fund-level credit, this episode is packed with insight.


Tired of fragmented data slowing you down? Book a demo of Dakota Research to centralize critical investment data and intelligence to simplify your decision-making process.


#GPFinancing #NAVLoans #PrivateEquity #ORIX #ContinuationVehicles #MiddleMarketPE #GPStakes #PrivateCapital #DirectLending #AlternativeInvestments #PrivateMarkets #DakotaResearchInterview #FundFinance #StructuredCredit #RealAssets




]]> In this episode of the Dakota Research Interview, Chris LeRoy speaks with Jed Johnson, Head of GP Solutions at ORIX USA, about how the firm is reshaping capital access for private equity sponsors. With a $40B AUM platform and $10B in proprietary balance sheet capital, ORIX provides custom financing for GPs, including NAV loans, GP financings, and continuation vehicle structures. Jed shares how ORIX partners with middle and lower-middle market firms to support add-on acquisitions, platform growth, and new fund commitments—without requiring dilution or selling GP stakes. They also break down key market trends, including extended hold periods, the rise of CVs, and the growing demand for tailored capital solutions. If you're tracking innovation in private equity secondaries, GP-led deals, or fund-level credit, this episode is packed with insight.


Tired of fragmented data slowing you down? Book a demo of Dakota Research to centralize critical investment data and intelligence to simplify your decision-making process.


#GPFinancing #NAVLoans #PrivateEquity #ORIX #ContinuationVehicles #MiddleMarketPE #GPStakes #PrivateCapital #DirectLending #AlternativeInvestments #PrivateMarkets #DakotaResearchInterview #FundFinance #StructuredCredit #RealAssets




]]> Dakota Team Buzzsprout-17823291 Wed, 10 Sep 2025 15:00:00 -0400 1734 full false Fundraising News Podcast: Fund and Games Fundraising News Podcast: Fund and Games In today's episode of the Dakota Fundraising News Podcast, we cover newly registered RIAs like Serenity Capital Advisors, mergers like the one between Cerity Partners and Graypoint, and acquisitions by Corient Private Wealth. Hear updates on investments coming from CalSTRS, Washington Investment Board, and the New York State Common Retirement Fund. Additionally, hear searches coming from Cook County Annuity and Benefit Fund, Town of Maynard (MA) Retirement Board, and Miramar Firefighters Pension Fund. We also share the latest fundraising efforts from S32, Novacap, and Peak Rock Capital — plus a reminder to register for our next Dakota Cocktails event.

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data.

]]> In today's episode of the Dakota Fundraising News Podcast, we cover newly registered RIAs like Serenity Capital Advisors, mergers like the one between Cerity Partners and Graypoint, and acquisitions by Corient Private Wealth. Hear updates on investments coming from CalSTRS, Washington Investment Board, and the New York State Common Retirement Fund. Additionally, hear searches coming from Cook County Annuity and Benefit Fund, Town of Maynard (MA) Retirement Board, and Miramar Firefighters Pension Fund. We also share the latest fundraising efforts from S32, Novacap, and Peak Rock Capital — plus a reminder to register for our next Dakota Cocktails event.

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data.

]]> Dakota Team Buzzsprout-17821953 Wed, 10 Sep 2025 11:00:00 -0400 777 full false Fundraising News Podcast: Raising Capital, Raising Standards Fundraising News Podcast: Raising Capital, Raising Standards In today's episode of Dakota's Fundraising News Podcast, we cover newly registered RIAs KTF Investments and WaFd Wealth as well as acquisitions by EP Wealth Advisors. Hear updates on investments coming from Public Employees' Retirement System of Mississippi and Kentucky Public Pensions Authority. Additionally, hear searches coming from Ohio Police and Fire Pension Fund. We also share the latest fundraising efforts from EAAA India Alternatives, Venturi Partners, and Värde Partners — plus a reminder to register for our next Dakota Cocktails event.

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data.

]]> In today's episode of Dakota's Fundraising News Podcast, we cover newly registered RIAs KTF Investments and WaFd Wealth as well as acquisitions by EP Wealth Advisors. Hear updates on investments coming from Public Employees' Retirement System of Mississippi and Kentucky Public Pensions Authority. Additionally, hear searches coming from Ohio Police and Fire Pension Fund. We also share the latest fundraising efforts from EAAA India Alternatives, Venturi Partners, and Värde Partners — plus a reminder to register for our next Dakota Cocktails event.

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data.

]]> Dakota Team Buzzsprout-17795301 Fri, 05 Sep 2025 10:00:00 -0400 649 full false Inside ExchangeRight’s $6.6B Net Lease & 1031 Real Estate Strategy Inside ExchangeRight’s $6.6B Net Lease & 1031 Real Estate Strategy In this Dakota Research Interview, Chris LeRoy and Alex DeMarco sit down with Warren Thomas, Co-Founder and Managing Partner of ExchangeRight, to explore how the firm built a $6.6B real estate platform focused on 1031 exchanges and net lease investing. Warren shares how ExchangeRight has never missed a rent payment across 1,350+ properties, and how the team delivers bond-like, recession-resilient income through portfolios of essential businesses like FedEx, Kroger, and Fresenius. From tax deferral strategies and estate planning advantages to vertical integration and long-term tenant stability, this episode offers deep insight into how ExchangeRight helps investors exit active property management while maximizing income and downside protection. Warren also shares his outlook on interest rates, cap rates, and the future of net lease and multifamily.


Tired of fragmented data slowing you down? Book a demo of Dakota Research to centralize critical investment data and intelligence to simplify your decision-making process.



]]> In this Dakota Research Interview, Chris LeRoy and Alex DeMarco sit down with Warren Thomas, Co-Founder and Managing Partner of ExchangeRight, to explore how the firm built a $6.6B real estate platform focused on 1031 exchanges and net lease investing. Warren shares how ExchangeRight has never missed a rent payment across 1,350+ properties, and how the team delivers bond-like, recession-resilient income through portfolios of essential businesses like FedEx, Kroger, and Fresenius. From tax deferral strategies and estate planning advantages to vertical integration and long-term tenant stability, this episode offers deep insight into how ExchangeRight helps investors exit active property management while maximizing income and downside protection. Warren also shares his outlook on interest rates, cap rates, and the future of net lease and multifamily.


Tired of fragmented data slowing you down? Book a demo of Dakota Research to centralize critical investment data and intelligence to simplify your decision-making process.



]]> Dakota Team Buzzsprout-17783448 Wed, 03 Sep 2025 12:00:00 -0400 1780 full false Fundraising News Podcast: The Fundamentals of Fundraising Fundraising News Podcast: The Fundamentals of Fundraising In today's episode of the Dakota Fundraising News Podcast, we cover newly registered RIAs like L 1 Global Wealth and acquisitions by Simplicity Group Holdings as well as firms like Rise Growth Partners that are vigorously backing mid-sized RIAs. Hear updates on investments coming from the Los Angeles County Employees' Retirement Association, University of Houston System Endowment, and Contra Costa County Employees Retirement Association. Additionally hear searches coming from the Oklahoma Police Pension & Retirement System. We also share the latest fundraising efforts from Avetron Ventures, AYMO Ventures, and The Better Meat Co. — plus a reminder to register for our next Dakota Cocktails event. 

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data.

]]> In today's episode of the Dakota Fundraising News Podcast, we cover newly registered RIAs like L 1 Global Wealth and acquisitions by Simplicity Group Holdings as well as firms like Rise Growth Partners that are vigorously backing mid-sized RIAs. Hear updates on investments coming from the Los Angeles County Employees' Retirement Association, University of Houston System Endowment, and Contra Costa County Employees Retirement Association. Additionally hear searches coming from the Oklahoma Police Pension & Retirement System. We also share the latest fundraising efforts from Avetron Ventures, AYMO Ventures, and The Better Meat Co. — plus a reminder to register for our next Dakota Cocktails event. 

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data.

]]> Dakota Team Buzzsprout-17742505 Wed, 27 Aug 2025 11:00:00 -0400 912 full false Asset-Based Finance in 2025: ABL, Securitization & Private Credit's $6 Trillion Shift Asset-Based Finance in 2025: ABL, Securitization & Private Credit's $6 Trillion Shift In Episode 20 of the Dakota Research Podcast, we unpack the rise of Asset-Based Finance (ABF) and Asset-Based Lending (ABL)—two fast-evolving segments reshaping how capital flows into private markets. As banks retrench and institutional demand accelerates, ABF is fueling everything from consumer loan securitizations to hyperscale data center development. 

We spotlight major deals like KKR’s $6.5B raise, Meta’s $29B data center financing, and xAI’s $5B GPU-backed credit line. The episode also explores how AI, blockchain, and real-time data are modernizing risk management, and why insurers, pensions, and family offices are allocating more to structured and collateralized credit. With insights into sectors like aviation, infrastructure, fintech, and digital assets—and a market projected to hit $9.2 trillion by 2029—this episode explains why ABF is becoming a core component of the modern private credit toolkit.


Tired of fragmented data slowing you down? Book a demo of Dakota Research to centralize critical investment data and intelligence to simplify your decision-making process.



]]> In Episode 20 of the Dakota Research Podcast, we unpack the rise of Asset-Based Finance (ABF) and Asset-Based Lending (ABL)—two fast-evolving segments reshaping how capital flows into private markets. As banks retrench and institutional demand accelerates, ABF is fueling everything from consumer loan securitizations to hyperscale data center development. 

We spotlight major deals like KKR’s $6.5B raise, Meta’s $29B data center financing, and xAI’s $5B GPU-backed credit line. The episode also explores how AI, blockchain, and real-time data are modernizing risk management, and why insurers, pensions, and family offices are allocating more to structured and collateralized credit. With insights into sectors like aviation, infrastructure, fintech, and digital assets—and a market projected to hit $9.2 trillion by 2029—this episode explains why ABF is becoming a core component of the modern private credit toolkit.


Tired of fragmented data slowing you down? Book a demo of Dakota Research to centralize critical investment data and intelligence to simplify your decision-making process.



]]> Dakota Team Buzzsprout-17716660 Fri, 22 Aug 2025 11:00:00 -0400 1055 full false Fundraising News Podcast: Where Capital is Flowing Fundraising News Podcast: Where Capital is Flowing In this episode of the Dakota Fundraising News Podcast, we cover newly registered RIAs like Countryside Financial and Puissance Capital Management as well as acquisitions by The Retirement Planning Group. Hear updates on investments coming from the and searches coming from the. We also share the latest fundraising efforts from Veterans Fund II, Re7 Capital, and EP Wealth Advisors — plus a reminder to register for our next Dakota Cocktails event.

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data.

]]> In this episode of the Dakota Fundraising News Podcast, we cover newly registered RIAs like Countryside Financial and Puissance Capital Management as well as acquisitions by The Retirement Planning Group. Hear updates on investments coming from the and searches coming from the. We also share the latest fundraising efforts from Veterans Fund II, Re7 Capital, and EP Wealth Advisors — plus a reminder to register for our next Dakota Cocktails event.

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data.

]]> Dakota Team Buzzsprout-17742524 Fri, 22 Aug 2025 10:00:00 -0400 674 full false Investing in Real Estate’s Next Cycle: Data, Diversification & Russell’s Dual-Market Strategy Investing in Real Estate’s Next Cycle: Data, Diversification & Russell’s Dual-Market Strategy In this Dakota Research Interview, Tim Ryan, Managing Director at Russell Investments, shares how the firm is navigating the complexities of today’s real estate market. With over $7B in AUM, Russell combines listed and private real estate strategies to optimize income, growth, and diversification. Tim discusses market signals, sector-specific opportunities, and the firm’s proprietary data tools that shape investment decisions across rental housing, data centers, and real estate credit. He also unpacks how supply constraints, shifting valuations, and infrastructure demand are driving performance in both traditional and emerging sectors.


Tired of fragmented data slowing you down? Book a demo of Dakota Research to centralize critical investment data and intelligence to simplify your decision-making process.




]]> In this Dakota Research Interview, Tim Ryan, Managing Director at Russell Investments, shares how the firm is navigating the complexities of today’s real estate market. With over $7B in AUM, Russell combines listed and private real estate strategies to optimize income, growth, and diversification. Tim discusses market signals, sector-specific opportunities, and the firm’s proprietary data tools that shape investment decisions across rental housing, data centers, and real estate credit. He also unpacks how supply constraints, shifting valuations, and infrastructure demand are driving performance in both traditional and emerging sectors.


Tired of fragmented data slowing you down? Book a demo of Dakota Research to centralize critical investment data and intelligence to simplify your decision-making process.




]]> Dakota Team Buzzsprout-17704561 Wed, 20 Aug 2025 11:00:00 -0400 2475 full false Fundraising News Podcast: Fastidious Fundraising Fundraising News Podcast: Fastidious Fundraising In this episode of Dakota's Fundraising News Podcast, we cover newly registered RIAs like Cedar Cove Wealth Partners and Clear Trail Advisors as well as potential acquisitions by Merit Financial Advisors. Hear updates on investments coming from the and searches coming from the. We also share the latest fundraising efforts from the Clean Growth Fund, Marltlink Capital, and Africa50 Group  — plus a reminder to register for our next Dakota Cocktails event. 

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data.


]]> In this episode of Dakota's Fundraising News Podcast, we cover newly registered RIAs like Cedar Cove Wealth Partners and Clear Trail Advisors as well as potential acquisitions by Merit Financial Advisors. Hear updates on investments coming from the and searches coming from the. We also share the latest fundraising efforts from the Clean Growth Fund, Marltlink Capital, and Africa50 Group  — plus a reminder to register for our next Dakota Cocktails event. 

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data.


]]> Dakota Team Buzzsprout-17704331 Wed, 20 Aug 2025 10:00:00 -0400 929 full false Dakota Fundraising News: Mandates & Markets Dakota Fundraising News: Mandates & Markets In today's episode of the Dakota Fundraising News Podcast, we cover newly registered RIAs like Holistic Wealth Advisors and SKM Wealth Management  as well as potential acquisitions by Steward Partners. We also share the latest fundraising efforts from Periscope Equity, Community Capital, and H.I.G WhiteHorse— plus a reminder to register for our next Dakota Cocktails event.

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data.

]]> In today's episode of the Dakota Fundraising News Podcast, we cover newly registered RIAs like Holistic Wealth Advisors and SKM Wealth Management  as well as potential acquisitions by Steward Partners. We also share the latest fundraising efforts from Periscope Equity, Community Capital, and H.I.G WhiteHorse— plus a reminder to register for our next Dakota Cocktails event.

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data.

]]> Dakota Team Buzzsprout-17675999 Fri, 15 Aug 2025 10:00:00 -0400 823 full false Fundraising News Podcast: Capital Connect Fundraising News Podcast: Capital Connect In today's Fundraising News Podcast episode we cover newly registered RIAs like Clearwave Capital and as well as acquisitions by Merit Financial Advisors and Maridea Wealth Management. Hear updates on investments coming from the and searches coming from the. We also share the latest fundraising efforts from Brookfield Asset Management, Gree Ventures, and Legacy Knight MFO — plus a reminder to register for our next Dakota Cocktails event.  

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data.

]]> In today's Fundraising News Podcast episode we cover newly registered RIAs like Clearwave Capital and as well as acquisitions by Merit Financial Advisors and Maridea Wealth Management. Hear updates on investments coming from the and searches coming from the. We also share the latest fundraising efforts from Brookfield Asset Management, Gree Ventures, and Legacy Knight MFO — plus a reminder to register for our next Dakota Cocktails event.  

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data.

]]> Dakota Team Buzzsprout-17665135 Wed, 13 Aug 2025 10:00:00 -0400 641 full false Fundraising News Podcast: Funded and Focused Fundraising News Podcast: Funded and Focused In this episode of the Dakota Fundraising News Podcast, we cover newly registered RIAs like Mavs Wealth Management Group and Meadowbrook Advisors as well as acquisitions by Wealth Enhancement. Hear updates on investments coming from the New Jersey Division of Investment and searches coming from the Employees' Retirement Fund of the City of Dallas. We also share the latest fundraising efforts from Curql, Butterfly, and Trustar Capital — plus a reminder to register for our next Dakota Cocktails event.

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data.

]]> In this episode of the Dakota Fundraising News Podcast, we cover newly registered RIAs like Mavs Wealth Management Group and Meadowbrook Advisors as well as acquisitions by Wealth Enhancement. Hear updates on investments coming from the New Jersey Division of Investment and searches coming from the Employees' Retirement Fund of the City of Dallas. We also share the latest fundraising efforts from Curql, Butterfly, and Trustar Capital — plus a reminder to register for our next Dakota Cocktails event.

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data.

]]> Dakota Team Buzzsprout-17634831 Fri, 08 Aug 2025 09:00:00 -0400 559 full false Why Infrastructure is a Quiet Winner in the Age of AI and Electrification Why Infrastructure is a Quiet Winner in the Age of AI and Electrification In this episode of Dakota Research Interview, we sit down with Michael Steingold, Director of Private Markets at Russell Investments, to explore the rapidly evolving world of infrastructure investing. With nearly 20 years of experience, Russell’s platform spans global markets—from Australia to North America—delivering insights into essential sectors like digital infrastructure, energy, and transportation. Michael discusses why infrastructure is gaining traction among institutions and wealth managers alike, especially in today’s inflationary and uncertain market. Discover how infrastructure offers equity-like returns with lower volatility, strong inflation protection, and long-term resilience. Michael also breaks down Russell’s multi-manager, open-architecture approach, the rising role of private capital, and why being late to nascent tech like EV charging might be a strategic advantage. Whether you're rethinking portfolio diversification or exploring real asset trends, this conversation delivers actionable insight.

Tired of fragmented data slowing you down? Book a demo of Dakota Research to centralize critical investment data and intelligence to simplify your decision-making process.


#InfrastructureInvesting #PrivateMarkets #RussellInvestments #DakotaResearch #RealAssets #InstitutionalInvesting #EnergyTransition #DigitalInfrastructure #investinginsights

]]> In this episode of Dakota Research Interview, we sit down with Michael Steingold, Director of Private Markets at Russell Investments, to explore the rapidly evolving world of infrastructure investing. With nearly 20 years of experience, Russell’s platform spans global markets—from Australia to North America—delivering insights into essential sectors like digital infrastructure, energy, and transportation. Michael discusses why infrastructure is gaining traction among institutions and wealth managers alike, especially in today’s inflationary and uncertain market. Discover how infrastructure offers equity-like returns with lower volatility, strong inflation protection, and long-term resilience. Michael also breaks down Russell’s multi-manager, open-architecture approach, the rising role of private capital, and why being late to nascent tech like EV charging might be a strategic advantage. Whether you're rethinking portfolio diversification or exploring real asset trends, this conversation delivers actionable insight.

Tired of fragmented data slowing you down? Book a demo of Dakota Research to centralize critical investment data and intelligence to simplify your decision-making process.


#InfrastructureInvesting #PrivateMarkets #RussellInvestments #DakotaResearch #RealAssets #InstitutionalInvesting #EnergyTransition #DigitalInfrastructure #investinginsights

]]> Dakota Team Buzzsprout-17624932 Wed, 06 Aug 2025 13:00:00 -0400 2975 full false Fundraising News Podcast: Capital Calls Fundraising News Podcast: Capital Calls On today's episode of the Dakota Fundraising News Podcast, we cover newly registered RIAs like Simco Financial and FAO Wealth as well as acquisitions by JTC. Hear updates on investments coming from the Rhode Island State Pension and searches coming from the Shrewsbury Contributory Retirement System. We also share the latest fundraising efforts from Silversmith Capital Partners, Yaletown Partners, and RRA Capital — plus a reminder to register for our next Dakota Cocktails event. 

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data.

]]> On today's episode of the Dakota Fundraising News Podcast, we cover newly registered RIAs like Simco Financial and FAO Wealth as well as acquisitions by JTC. Hear updates on investments coming from the Rhode Island State Pension and searches coming from the Shrewsbury Contributory Retirement System. We also share the latest fundraising efforts from Silversmith Capital Partners, Yaletown Partners, and RRA Capital — plus a reminder to register for our next Dakota Cocktails event. 

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data.

]]> Dakota Team Buzzsprout-17624747 Wed, 06 Aug 2025 10:00:00 -0400 609 full false Fundraising News Podcast: Founders and Funders Fundraising News Podcast: Founders and Funders In this episode of Dakota's Fundraising News Podcast, we cover newly registered RIAs like Bellingrath Wealth Management and Sharp Wealth Management as well as acquisitions by iA Financial Group. Hear updates on investments coming from the Kansas Public Employees Retirement System and searches coming from the Plymouth County Retirement Association. We also share the latest fundraising efforts from PGIM Private Capital, Roc360, and Avila Real Estate Capital — plus a reminder to register for our next Dakota Cocktails event. 

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data.

]]> In this episode of Dakota's Fundraising News Podcast, we cover newly registered RIAs like Bellingrath Wealth Management and Sharp Wealth Management as well as acquisitions by iA Financial Group. Hear updates on investments coming from the Kansas Public Employees Retirement System and searches coming from the Plymouth County Retirement Association. We also share the latest fundraising efforts from PGIM Private Capital, Roc360, and Avila Real Estate Capital — plus a reminder to register for our next Dakota Cocktails event. 

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data.

]]> Dakota Team Buzzsprout-17587570 Wed, 30 Jul 2025 09:00:00 -0400 764 full false Fundraising News Podcast: The Capital Stack Chronicles Fundraising News Podcast: The Capital Stack Chronicles In today's episode of Dakota's Fundraising News Podcast, we cover newly registered RIAs like Pearl Planning and Holistic Wealth Advisors as well as mergers between Resonant Capital Advisors and QBCo Advisory. Hear updates on investments coming from the Cambridge Retirement System and searches coming from the City of Holyoke Retirement Board. We also share the latest fundraising efforts from Glade Brook Capital Partners and ACRE — plus a reminder to register for our next Dakota Cocktails event.  

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data. 

]]> In today's episode of Dakota's Fundraising News Podcast, we cover newly registered RIAs like Pearl Planning and Holistic Wealth Advisors as well as mergers between Resonant Capital Advisors and QBCo Advisory. Hear updates on investments coming from the Cambridge Retirement System and searches coming from the City of Holyoke Retirement Board. We also share the latest fundraising efforts from Glade Brook Capital Partners and ACRE — plus a reminder to register for our next Dakota Cocktails event.  

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data. 

]]> Dakota Team Buzzsprout-17575656 Mon, 28 Jul 2025 11:00:00 -0400 651 full false Investing in Europe – Energy, Defense & Digital Infrastructure in a Fragmented Market Investing in Europe – Energy, Defense & Digital Infrastructure in a Fragmented Market In Episode 19 of the Dakota Research Podcast, we explore why Europe is becoming a strategic destination for private market investors. Amid fragmented markets and favorable valuations, institutional capital is surging into sectors like energy transition, defense, and digital infrastructure. We break down the policy tailwinds—including the EU Green Deal, industrial reshoring, and defense modernization—driving this momentum.

From hydrogen and battery storage to dual-use AI and semiconductors, Europe’s capital formation is accelerating. We also cover M&A, private credit growth, and fund launches from firms like EQT, Ardian, CVC, Partners Group, and Ares. With geopolitical shifts and new regulatory frameworks at play, LPs are deploying capital across borders to capture long-term value.

Whether you’re tracking real assets, tech innovation, or sustainability-linked strategies, this episode highlights the megatrends—and inefficiencies—shaping Europe’s private market landscape in 2025.


#EuropeInvesting #PrivateEquity #EnergyTransition #DefenseTech #DigitalInfrastructure #SovereignCapital #GreenDeal #PrivateCredit #Semiconductors #AIInvesting #ClimateTech #ESGInvesting #DakotaResearchPodcast #EUInvestmentTrends #FragmentedMarkets #GlobalAllocators



]]> In Episode 19 of the Dakota Research Podcast, we explore why Europe is becoming a strategic destination for private market investors. Amid fragmented markets and favorable valuations, institutional capital is surging into sectors like energy transition, defense, and digital infrastructure. We break down the policy tailwinds—including the EU Green Deal, industrial reshoring, and defense modernization—driving this momentum.

From hydrogen and battery storage to dual-use AI and semiconductors, Europe’s capital formation is accelerating. We also cover M&A, private credit growth, and fund launches from firms like EQT, Ardian, CVC, Partners Group, and Ares. With geopolitical shifts and new regulatory frameworks at play, LPs are deploying capital across borders to capture long-term value.

Whether you’re tracking real assets, tech innovation, or sustainability-linked strategies, this episode highlights the megatrends—and inefficiencies—shaping Europe’s private market landscape in 2025.


#EuropeInvesting #PrivateEquity #EnergyTransition #DefenseTech #DigitalInfrastructure #SovereignCapital #GreenDeal #PrivateCredit #Semiconductors #AIInvesting #ClimateTech #ESGInvesting #DakotaResearchPodcast #EUInvestmentTrends #FragmentedMarkets #GlobalAllocators



]]> Dakota Team Buzzsprout-17563762 Mon, 28 Jul 2025 09:00:00 -0400 1739 full false Fundraising News Podcast: The Deployment Desk Fundraising News Podcast: The Deployment Desk In today's episode of Dakota's Fundraising News Podcast, we cover newly registered RIAs like Innovative Asset Advisors Group and Ascension Advisors as well as acquisitions by Maridea Wealth Management. Hear updates on investments coming from the Los Angeles Fire & Police Pension System and searches coming from the Quincy Retirement System . We also share the latest fundraising efforts from Blue Owl Capital, Pollen Street Capital, and Branford Castle Partners — plus a reminder to register for our next Dakota Cocktails event. 

Tired of fragmented data slowing you down? Book a demo of Dakota Research to centralize critical investment data and intelligence to simplify your decision-making process.

]]> In today's episode of Dakota's Fundraising News Podcast, we cover newly registered RIAs like Innovative Asset Advisors Group and Ascension Advisors as well as acquisitions by Maridea Wealth Management. Hear updates on investments coming from the Los Angeles Fire & Police Pension System and searches coming from the Quincy Retirement System . We also share the latest fundraising efforts from Blue Owl Capital, Pollen Street Capital, and Branford Castle Partners — plus a reminder to register for our next Dakota Cocktails event. 

Tired of fragmented data slowing you down? Book a demo of Dakota Research to centralize critical investment data and intelligence to simplify your decision-making process.

]]> Dakota Team Buzzsprout-17551934 Wed, 23 Jul 2025 11:00:00 -0400 618 full false Fundraising News Podcast: Fundraising Foresight Fundraising News Podcast: Fundraising Foresight In this episode of the Dakota Fundraising News Podcast, we cover newly registered RIAs like Grenadilla Advisory and Asset One Wealth Management as well as acquisitions by Merchant Investment Management. Hear updates on the Maine Public Employees’ Retirement System, Texas County & District Retirement System, and Seattle City Employees Retirement System. We also share the latest fundraising efforts from Churchill Asset Management, Zeal Capital Partners, and Drake Real Estate Partners — plus a reminder to register for our next Dakota Cocktails event.

Tired of fragmented data slowing you down? Book a demo of Dakota Research to centralize critical investment data and intelligence to simplify your decision-making process.

]]> In this episode of the Dakota Fundraising News Podcast, we cover newly registered RIAs like Grenadilla Advisory and Asset One Wealth Management as well as acquisitions by Merchant Investment Management. Hear updates on the Maine Public Employees’ Retirement System, Texas County & District Retirement System, and Seattle City Employees Retirement System. We also share the latest fundraising efforts from Churchill Asset Management, Zeal Capital Partners, and Drake Real Estate Partners — plus a reminder to register for our next Dakota Cocktails event.

Tired of fragmented data slowing you down? Book a demo of Dakota Research to centralize critical investment data and intelligence to simplify your decision-making process.

]]> Dakota Team Buzzsprout-17526081 Fri, 18 Jul 2025 10:00:00 -0400 668 full false Fundraising News Podcast: Institutional Intel Fundraising News Podcast: Institutional Intel In this episode of the Dakota Fundraising News Podcast, we cover registered RIAs like The Mather Group as well as acquisitions by Composition Wealth. Hear updates on the Vermont Pension Investment Committee and Teach Retirement System of Texas. We also share the latest fundraising efforts from Pacific Equity Partner, Lorient Capital, and Flyer One Ventures— plus a reminder to register for our next Dakota Cocktails event.

Tired of fragmented data slowing you down? Book a demo of Dakota Research to centralize critical investment data and intelligence to simplify your decision-making process.

]]> In this episode of the Dakota Fundraising News Podcast, we cover registered RIAs like The Mather Group as well as acquisitions by Composition Wealth. Hear updates on the Vermont Pension Investment Committee and Teach Retirement System of Texas. We also share the latest fundraising efforts from Pacific Equity Partner, Lorient Capital, and Flyer One Ventures— plus a reminder to register for our next Dakota Cocktails event.

Tired of fragmented data slowing you down? Book a demo of Dakota Research to centralize critical investment data and intelligence to simplify your decision-making process.

]]> Dakota Team Buzzsprout-17515195 Wed, 16 Jul 2025 10:00:00 -0400 465 full false Fundraising News Podcast: The Capital Call Fundraising News Podcast: The Capital Call In this episode of Dakota's Fundraising News Podcast, we cover registered RIAs like RWA Wealth Partners as well as acquisitions by Beacon Pointe Advisors. Hear updates on the Los Angeles Fire & Police Systems and St. Paul Teachers’ Retirement System. We also share the latest fundraising efforts from One Rock Capital Partners and MML Capital— plus a reminder to register for our next Dakota Cocktails event.

Tired of fragmented data slowing you down? Book a demo of Dakota Research to centralize critical investment data and intelligence to simplify your decision-making process.

]]> In this episode of Dakota's Fundraising News Podcast, we cover registered RIAs like RWA Wealth Partners as well as acquisitions by Beacon Pointe Advisors. Hear updates on the Los Angeles Fire & Police Systems and St. Paul Teachers’ Retirement System. We also share the latest fundraising efforts from One Rock Capital Partners and MML Capital— plus a reminder to register for our next Dakota Cocktails event.

Tired of fragmented data slowing you down? Book a demo of Dakota Research to centralize critical investment data and intelligence to simplify your decision-making process.

]]> Dakota Team Buzzsprout-17489564 Fri, 11 Jul 2025 09:00:00 -0400 398 full false Investing Ahead of the Curve: Deepwater’s Guide to Frontier Tech Investing Ahead of the Curve: Deepwater’s Guide to Frontier Tech In this episode of the Dakota Research Interview Series, Chris LeRoy and Alex DeMarco sit down with Doug Clinton, Co-Founder and General Partner at Deepwater Asset Management. Known for backing “alien” founders and betting early on paradigm-shifting technologies, Doug shares how Deepwater’s unique venture model bridges public equity discipline with early-stage conviction.

From AI-powered infrastructure like PayMon to performance-enhancing health tech and the promise of humanoid robotics, Doug outlines how Deepwater “profits from where the world is going.” He also explains why being based in Minnesota gives the firm a competitive edge—tapping into Fortune 500 access while avoiding coastal VC herd mentality.

This conversation is a deep dive into how Deepwater is building a differentiated platform for identifying the next generation of transformational companies—and why optimism, speed, and non-consensus thinking are essential traits for venture success.

Tired of fragmented data slowing you down? Book a demo of Dakota Research to centralize critical investment data and intelligence to simplify your decision-making process.


#VentureCapital #FrontierTech #DeepwaterAssetManagement #TechInvesting #AIInfrastructure #HealthTech #HumanoidRobotics #EarlyStageInvesting #AlienFounders #FutureOfTech #TransformationalCompanies #PublicPrivateCrossover #MidwestVC #NonConsensusThinking #TechOptimism #DakotaResearchPodcast #DakotaResearchInterview

]]> In this episode of the Dakota Research Interview Series, Chris LeRoy and Alex DeMarco sit down with Doug Clinton, Co-Founder and General Partner at Deepwater Asset Management. Known for backing “alien” founders and betting early on paradigm-shifting technologies, Doug shares how Deepwater’s unique venture model bridges public equity discipline with early-stage conviction.

From AI-powered infrastructure like PayMon to performance-enhancing health tech and the promise of humanoid robotics, Doug outlines how Deepwater “profits from where the world is going.” He also explains why being based in Minnesota gives the firm a competitive edge—tapping into Fortune 500 access while avoiding coastal VC herd mentality.

This conversation is a deep dive into how Deepwater is building a differentiated platform for identifying the next generation of transformational companies—and why optimism, speed, and non-consensus thinking are essential traits for venture success.

Tired of fragmented data slowing you down? Book a demo of Dakota Research to centralize critical investment data and intelligence to simplify your decision-making process.


#VentureCapital #FrontierTech #DeepwaterAssetManagement #TechInvesting #AIInfrastructure #HealthTech #HumanoidRobotics #EarlyStageInvesting #AlienFounders #FutureOfTech #TransformationalCompanies #PublicPrivateCrossover #MidwestVC #NonConsensusThinking #TechOptimism #DakotaResearchPodcast #DakotaResearchInterview

]]> Dakota Team Buzzsprout-17477229 Wed, 09 Jul 2025 13:00:00 -0400 2503 full false Fundraising News 7/8 Podcast: Behind the Raise Fundraising News 7/8 Podcast: Behind the Raise We cover newly registered RIAs like Abundant Wealth Management as well as acquisitions by Carson Group. Hear updates on Kansas City Police Retirement System and Texas County & District Retirement System. We also share the latest fundraising efforts from  Arroyo Energy Investment Partners and  Greenoaks — plus a reminder to register for our next Dakota Cocktails event.

Tired of fragmented data slowing you down? Book a demo of Dakota Research to centralize critical investment data and intelligence to simplify your decision-making process.

]]> We cover newly registered RIAs like Abundant Wealth Management as well as acquisitions by Carson Group. Hear updates on Kansas City Police Retirement System and Texas County & District Retirement System. We also share the latest fundraising efforts from  Arroyo Energy Investment Partners and  Greenoaks — plus a reminder to register for our next Dakota Cocktails event.

Tired of fragmented data slowing you down? Book a demo of Dakota Research to centralize critical investment data and intelligence to simplify your decision-making process.

]]> Dakota Team Buzzsprout-17472755 Tue, 08 Jul 2025 16:00:00 -0400 600 full false Cybersecurity in 2025 – AI Defense, M&A, and Investing in a $10T Threat Landscape Cybersecurity in 2025 – AI Defense, M&A, and Investing in a $10T Threat Landscape In Episode 18 of the Dakota Research Podcast, we explore the fast-evolving world of cybersecurity—a $10 trillion risk vector transforming from IT concern to boardroom mandate. With cybercrime costs projected to skyrocket, we examine key subsectors (cloud, identity, endpoint, data security), explore the role of AI in both defense and attack, and highlight consolidation trends and record-breaking M&A.

We profile the largest public cybersecurity players—Palo Alto Networks, CrowdStrike, Fortinet, Zscaler, and Okta—and review blockbuster deals like Google’s $32B acquisition of Wiz and Cisco’s $28B purchase of Splunk. We also spotlight top VC and PE investors (Thoma Bravo, Vista, Sequoia, Ten Eleven Ventures) and emerging startups poised for IPO or acquisition.

If you're tracking the future of digital risk, regulation, and platform integration, this episode breaks down where cybersecurity capital is flowing—and why.


Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data. 


]]> In Episode 18 of the Dakota Research Podcast, we explore the fast-evolving world of cybersecurity—a $10 trillion risk vector transforming from IT concern to boardroom mandate. With cybercrime costs projected to skyrocket, we examine key subsectors (cloud, identity, endpoint, data security), explore the role of AI in both defense and attack, and highlight consolidation trends and record-breaking M&A.

We profile the largest public cybersecurity players—Palo Alto Networks, CrowdStrike, Fortinet, Zscaler, and Okta—and review blockbuster deals like Google’s $32B acquisition of Wiz and Cisco’s $28B purchase of Splunk. We also spotlight top VC and PE investors (Thoma Bravo, Vista, Sequoia, Ten Eleven Ventures) and emerging startups poised for IPO or acquisition.

If you're tracking the future of digital risk, regulation, and platform integration, this episode breaks down where cybersecurity capital is flowing—and why.


Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data. 


]]> Dakota Team Buzzsprout-17409578 Fri, 27 Jun 2025 10:00:00 -0400 1974 full false Fundraising News Podcast: Centrica Wealth Management, Texas Municipal Retirement Fundraising News Podcast: Centrica Wealth Management, Texas Municipal Retirement In this episode of our Dakota Fundraising News Podcast, we cover freshly launched RIAs like Centrica Wealth Management as well as acquisitions by Focus Partners Wealth and BMO Financial Group. Hear consultant updates from Bristol County Retirement System and Texas Municipal Retirement System. We also share the latest fundraising efforts from North Haven Capital Partners and Greenbelt Capital Management — plus a reminder to register for our next Dakota Cocktails event.

Tired of fragmented data slowing you down? Book a demo of Dakota Research to centralize critical investment data and intelligence to simplify your decision-making process.

]]> In this episode of our Dakota Fundraising News Podcast, we cover freshly launched RIAs like Centrica Wealth Management as well as acquisitions by Focus Partners Wealth and BMO Financial Group. Hear consultant updates from Bristol County Retirement System and Texas Municipal Retirement System. We also share the latest fundraising efforts from North Haven Capital Partners and Greenbelt Capital Management — plus a reminder to register for our next Dakota Cocktails event.

Tired of fragmented data slowing you down? Book a demo of Dakota Research to centralize critical investment data and intelligence to simplify your decision-making process.

]]> Dakota Team Buzzsprout-17409441 Fri, 27 Jun 2025 10:00:00 -0400 604 full false Fundraising News Podcast: A Substantive Guide for Investment Allocators Fundraising News Podcast: A Substantive Guide for Investment Allocators In today's episode of the Dakota Fundraising News Podcast, we will cover ongoing developments in the fundraising landscape for institutional investors. An ever-changing domain at Dakota, we are here to offer valuable market insights and relay developing trends.

Tired of fragmented data slowing you down? Book a demo of Dakota Research to centralize critical investment data and intelligence to simplify your decision-making process.

]]> In today's episode of the Dakota Fundraising News Podcast, we will cover ongoing developments in the fundraising landscape for institutional investors. An ever-changing domain at Dakota, we are here to offer valuable market insights and relay developing trends.

Tired of fragmented data slowing you down? Book a demo of Dakota Research to centralize critical investment data and intelligence to simplify your decision-making process.

]]> Dakota Team Buzzsprout-17396645 Wed, 25 Jun 2025 10:00:00 -0400 563 full false Timberland Investing Reimagined: Southview’s Boots-on-the-Ground Approach to Real Asset Income Timberland Investing Reimagined: Southview’s Boots-on-the-Ground Approach to Real Asset Income In this episode of the Dakota Research Interview Series, Chris LeRoy speaks with John Brenard, Founder and Managing Director of Southview Timberland Investments, about unlocking access to one of the most overlooked—and effective—real assets: timberland.

John shares how Southview bridges the gap between institutional timberland investing and public REITs by offering accredited investors direct access to high-quality, income-producing tracts in the Southeastern U.S. With no reliance on leverage and a “boots-on-the-ground” model rooted in deep regional relationships, Southview builds portfolios designed to deliver 12–15% total return—with 4–6% in annual cash flow from harvesting, leases, and opportunistic sales.

The discussion dives into how timber grows value biologically year-round, how macro policy tailwinds (like U.S. lumber tariffs) are strengthening demand, and why timberland serves as a powerful diversifier in modern portfolios.


Tired of fragmented data slowing you down? Book a demo of Dakota Research to centralize critical investment data and intelligence to simplify your decision-making process.



]]> In this episode of the Dakota Research Interview Series, Chris LeRoy speaks with John Brenard, Founder and Managing Director of Southview Timberland Investments, about unlocking access to one of the most overlooked—and effective—real assets: timberland.

John shares how Southview bridges the gap between institutional timberland investing and public REITs by offering accredited investors direct access to high-quality, income-producing tracts in the Southeastern U.S. With no reliance on leverage and a “boots-on-the-ground” model rooted in deep regional relationships, Southview builds portfolios designed to deliver 12–15% total return—with 4–6% in annual cash flow from harvesting, leases, and opportunistic sales.

The discussion dives into how timber grows value biologically year-round, how macro policy tailwinds (like U.S. lumber tariffs) are strengthening demand, and why timberland serves as a powerful diversifier in modern portfolios.


Tired of fragmented data slowing you down? Book a demo of Dakota Research to centralize critical investment data and intelligence to simplify your decision-making process.



]]> Dakota Team Buzzsprout-17396592 Wed, 25 Jun 2025 10:00:00 -0400 1914 full false Middle East Investment Boom – SWFs, Megaprojects & Private Market Expansion Middle East Investment Boom – SWFs, Megaprojects & Private Market Expansion In Episode 17 of the Dakota Research Podcast, we spotlight the Middle East’s transformation into a global investment powerhouse. Once defined by oil exports, the region is now attracting massive capital inflows across AI, renewable energy, infrastructure, and venture capital. National strategies like Saudi Arabia’s Vision 2030 and UAE’s Vision 2031 are fueling this shift—powered by sovereign wealth funds (PIF, ADIA, QIA) and major family offices.

We unpack deal trends, M&A activity ($46B in Q1 2025), and landmark transactions involving AI infrastructure, data centers, and defense. Plus, we explore co-investments, growing U.S. fund activity in the Gulf, and how private credit and venture capital are becoming core allocations for MENA allocators.

Whether you're tracking sovereign flows, megaprojects, or new capital markets, this episode offers insights into one of the world’s fastest-growing investment frontiers.

Tired of fragmented data slowing you down? Book a demo of Dakota Research to centralize critical investment data and intelligence to simplify your decision-making process.


]]> In Episode 17 of the Dakota Research Podcast, we spotlight the Middle East’s transformation into a global investment powerhouse. Once defined by oil exports, the region is now attracting massive capital inflows across AI, renewable energy, infrastructure, and venture capital. National strategies like Saudi Arabia’s Vision 2030 and UAE’s Vision 2031 are fueling this shift—powered by sovereign wealth funds (PIF, ADIA, QIA) and major family offices.

We unpack deal trends, M&A activity ($46B in Q1 2025), and landmark transactions involving AI infrastructure, data centers, and defense. Plus, we explore co-investments, growing U.S. fund activity in the Gulf, and how private credit and venture capital are becoming core allocations for MENA allocators.

Whether you're tracking sovereign flows, megaprojects, or new capital markets, this episode offers insights into one of the world’s fastest-growing investment frontiers.

Tired of fragmented data slowing you down? Book a demo of Dakota Research to centralize critical investment data and intelligence to simplify your decision-making process.


]]> Dakota Team Buzzsprout-17331372 Wed, 25 Jun 2025 09:00:00 -0400 2437 full false Pembroke Pines, Illinois, European Fund Launches Pembroke Pines, Illinois, European Fund Launches In this episode of the Dakota Fundraising News Podcast, we cover new job changes at major pension funds, including PSERS and OPTrust, and spotlight freshly launched RIAs like Evergreen Wealth Partners and Cambria Wealth Management. Hear consultant updates from Sacramento County, RFP activity out of Florida’s Pembroke Pines Pension Fund, and major investment moves by Illinois’ State Universities Retirement System. We also share the latest fundraising efforts from Quantum Capital, Partners Group, and Eastend Ventures — plus a reminder to register for our next Dakota Cocktails event.

Tired of fragmented data slowing you down? Book a demo of Dakota Research to centralize critical investment data and intelligence to simplify your decision-making process.

]]> In this episode of the Dakota Fundraising News Podcast, we cover new job changes at major pension funds, including PSERS and OPTrust, and spotlight freshly launched RIAs like Evergreen Wealth Partners and Cambria Wealth Management. Hear consultant updates from Sacramento County, RFP activity out of Florida’s Pembroke Pines Pension Fund, and major investment moves by Illinois’ State Universities Retirement System. We also share the latest fundraising efforts from Quantum Capital, Partners Group, and Eastend Ventures — plus a reminder to register for our next Dakota Cocktails event.

Tired of fragmented data slowing you down? Book a demo of Dakota Research to centralize critical investment data and intelligence to simplify your decision-making process.

]]> Dakota Team Buzzsprout-17358660 Wed, 18 Jun 2025 11:00:00 -0400 503 full false Hub International, Co-Invest RFP, Consultant Hires, CTPF 2026 Plan, Infrastructure Commitments Hub International, Co-Invest RFP, Consultant Hires, CTPF 2026 Plan, Infrastructure Commitments In this week’s Dakota Fundraising News Podcast, Lara Galloway joins Elevation Point as head of growth alongside Melinda Brodbeck as head of corporate communications, Saibal Mukherjee takes on equities manager research at Mercer, Hunter Brackett becomes public equity portfolio manager at the NC Department of State Treasury, and Pierre Duran joins Trinity University to oversee private markets. Hub International acquires Veripax Wealth Management as part of its $178B RIA network expansion, while The Quick Group and Alteris Capital Partners both debut new RIAs with over $100M in assets. On the institutional front, Louisiana TRS selects Hamilton Lane and StepStone to lead its private markets consulting, with an RFP open for $10B+ AUM co-investment managers, and Chicago Teachers’ outlines $170M in real estate and infrastructure pacing plans. Jacksonville’s large cap value manager vote is postponed, Fresno County commits $100M+ across four managers, and Texas TRS makes $895M in new allocations across private equity, real estate, and infrastructure. BharCap Partners raises $1.1B for Fund II, with backing from LAFPP, and Mekong Capital announces plans for a $200M regenerative agriculture fund launching in 2026.

Tired of fragmented data slowing you down? Book a demo of Dakota Research to centralize critical investment data and intelligence to simplify your decision-making process.

]]> In this week’s Dakota Fundraising News Podcast, Lara Galloway joins Elevation Point as head of growth alongside Melinda Brodbeck as head of corporate communications, Saibal Mukherjee takes on equities manager research at Mercer, Hunter Brackett becomes public equity portfolio manager at the NC Department of State Treasury, and Pierre Duran joins Trinity University to oversee private markets. Hub International acquires Veripax Wealth Management as part of its $178B RIA network expansion, while The Quick Group and Alteris Capital Partners both debut new RIAs with over $100M in assets. On the institutional front, Louisiana TRS selects Hamilton Lane and StepStone to lead its private markets consulting, with an RFP open for $10B+ AUM co-investment managers, and Chicago Teachers’ outlines $170M in real estate and infrastructure pacing plans. Jacksonville’s large cap value manager vote is postponed, Fresno County commits $100M+ across four managers, and Texas TRS makes $895M in new allocations across private equity, real estate, and infrastructure. BharCap Partners raises $1.1B for Fund II, with backing from LAFPP, and Mekong Capital announces plans for a $200M regenerative agriculture fund launching in 2026.

Tired of fragmented data slowing you down? Book a demo of Dakota Research to centralize critical investment data and intelligence to simplify your decision-making process.

]]> Dakota Team Buzzsprout-17331296 Fri, 13 Jun 2025 11:00:00 -0400 835 full false Texas A&M, New RIAs, NEPC, Boston RFPs, New Pension Commitments Texas A&M, New RIAs, NEPC, Boston RFPs, New Pension Commitments In this week’s Dakota Fundraising News Podcast, Ryan Gardner joins Texas A&M Foundation as Assistant Director of Investments, Isla Chu steps in as Director of Investments at Michigan State University, and Laura Walker moves to NEPC as Consultant after her tenure at Reinsurance Group of America. On the RIA front, Andy Knowles launches Knowles Private Wealth with Raymond James, Tempo Wealth debuts in Ohio serving executives from public companies, and Strive Retirement Group opens in Florida with a focus on corporate retirement plans. Institutionally, Oregon PERS staff recommends extending Meketa’s real estate consulting contract, and Boston Retirement System issues a $90M real estate RFP with a secondaries-focused private equity search coming in July. Somerville allocates $25M across AEW and Invesco, Hartford commits $5M to Mesirow’s value fund while reviewing its real estate lineup, and Arkansas Teacher Retirement commits $80M across Arlington Capital Partners VII and Great Hill Equity Partners IX.

Tired of fragmented data slowing you down? Book a demo of Dakota Research to centralize critical investment data and intelligence to simplify your decision-making process.

]]> In this week’s Dakota Fundraising News Podcast, Ryan Gardner joins Texas A&M Foundation as Assistant Director of Investments, Isla Chu steps in as Director of Investments at Michigan State University, and Laura Walker moves to NEPC as Consultant after her tenure at Reinsurance Group of America. On the RIA front, Andy Knowles launches Knowles Private Wealth with Raymond James, Tempo Wealth debuts in Ohio serving executives from public companies, and Strive Retirement Group opens in Florida with a focus on corporate retirement plans. Institutionally, Oregon PERS staff recommends extending Meketa’s real estate consulting contract, and Boston Retirement System issues a $90M real estate RFP with a secondaries-focused private equity search coming in July. Somerville allocates $25M across AEW and Invesco, Hartford commits $5M to Mesirow’s value fund while reviewing its real estate lineup, and Arkansas Teacher Retirement commits $80M across Arlington Capital Partners VII and Great Hill Equity Partners IX.

Tired of fragmented data slowing you down? Book a demo of Dakota Research to centralize critical investment data and intelligence to simplify your decision-making process.

]]> Dakota Team Buzzsprout-17319082 Wed, 11 Jun 2025 10:00:00 -0400 489 full false Space: The $2 Trillion Opportunity Investors Are Chasing Space: The $2 Trillion Opportunity Investors Are Chasing In Episode 16 of the Dakota Research Podcast, we explore the rapidly expanding space economy, a $2 trillion opportunity redefining infrastructure, defense, and global connectivity. From reusable rockets and smallsat constellations to in-space manufacturing and orbital logistics, space is moving from moonshots to market-making.

We break down the investment landscape—highlighting government-backed defense initiatives, private capital pouring into infrastructure and satellite networks, and M&A across launch, logistics, and Earth observation sectors. The episode also features recent deals and notable players like SpaceX, Rocket Lab, VAST, and Planet Labs.

Plus, we unpack themes that matter to institutional investors: dual-use technologies, sovereign space strategies, and the role of space in ESG, communications, and data infrastructure.


Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data. 


]]> In Episode 16 of the Dakota Research Podcast, we explore the rapidly expanding space economy, a $2 trillion opportunity redefining infrastructure, defense, and global connectivity. From reusable rockets and smallsat constellations to in-space manufacturing and orbital logistics, space is moving from moonshots to market-making.

We break down the investment landscape—highlighting government-backed defense initiatives, private capital pouring into infrastructure and satellite networks, and M&A across launch, logistics, and Earth observation sectors. The episode also features recent deals and notable players like SpaceX, Rocket Lab, VAST, and Planet Labs.

Plus, we unpack themes that matter to institutional investors: dual-use technologies, sovereign space strategies, and the role of space in ESG, communications, and data infrastructure.


Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data. 


]]> Dakota Team Buzzsprout-17293354 Fri, 06 Jun 2025 11:00:00 -0400 2452 full false Caprock, Mariner Wealth, Upcoming Global Tech Equity Search, Orange County, AlpInvet, Thoma Bravo Caprock, Mariner Wealth, Upcoming Global Tech Equity Search, Orange County, AlpInvet, Thoma Bravo In this week’s Dakota Fundraising News Podcast, Tom Borghard joins Yale Investments as director, Vivek Jindal is named CIO at Caprock, and Jonathan Grushkin becomes CIO at Sanford Health after roles at Cleveland Clinic and Robert Wood Johnson Foundation. In RIA news, Mariner Wealth Advisors acquires $1.4B Taurus Asset Management, expanding its sports advisory capabilities, while EP Wealth adds $900M Buffington Mohr McNeal, and Michael Breitfeller launches The Breit Group in North Carolina. On the institutional front, Medford Contributory Retirement issues an $8M passive equity RFP, and Sweden’s FTN begins market research for a global tech equity mandate. Orange County Employees Retirement commits nearly $294M across nine funds, including Castlelake and Hg Saturn 4, while Louisiana and Houston pensions invest in Stripes VII and TPG AG Credit Solutions, respectively. On the fundraising side, AlpInvest closes a $4.1B co-investment fund backed by over 185 LPs, including Kentucky Teachers, and Thoma Bravo completes a $34.4B buyout cycle, including its Europe fund.

Tired of fragmented data slowing you down? Book a demo of Dakota Research to centralize critical investment data and intelligence to simplify your decision-making process.

]]> In this week’s Dakota Fundraising News Podcast, Tom Borghard joins Yale Investments as director, Vivek Jindal is named CIO at Caprock, and Jonathan Grushkin becomes CIO at Sanford Health after roles at Cleveland Clinic and Robert Wood Johnson Foundation. In RIA news, Mariner Wealth Advisors acquires $1.4B Taurus Asset Management, expanding its sports advisory capabilities, while EP Wealth adds $900M Buffington Mohr McNeal, and Michael Breitfeller launches The Breit Group in North Carolina. On the institutional front, Medford Contributory Retirement issues an $8M passive equity RFP, and Sweden’s FTN begins market research for a global tech equity mandate. Orange County Employees Retirement commits nearly $294M across nine funds, including Castlelake and Hg Saturn 4, while Louisiana and Houston pensions invest in Stripes VII and TPG AG Credit Solutions, respectively. On the fundraising side, AlpInvest closes a $4.1B co-investment fund backed by over 185 LPs, including Kentucky Teachers, and Thoma Bravo completes a $34.4B buyout cycle, including its Europe fund.

Tired of fragmented data slowing you down? Book a demo of Dakota Research to centralize critical investment data and intelligence to simplify your decision-making process.

]]> Dakota Team Buzzsprout-17292538 Fri, 06 Jun 2025 09:00:00 -0400 636 full false PKG Pensionskasse, Arax Investment Partners, Private Credit RFP, Montona BOI Real Assets, Antares Capital, Bitcoin Fund PKG Pensionskasse, Arax Investment Partners, Private Credit RFP, Montona BOI Real Assets, Antares Capital, Bitcoin Fund In this week’s Dakota Fundraising News Podcast, Diego Liechti is appointed head of investments at Switzerland’s PKG Pensionskasse, Henry Mercer joins Withum Wealth as CIO, and Partners Group names Anastasia Amoroso chief investment strategist for private wealth. On the RIA side, Arax Investment Partners acquires $4B Schechter Investment Advisors in a major Midwest expansion, San Diego-based advisors launch Arv Private Wealth with LPL, and $225M Desert Sky Advisors joins Steward Partners in Arizona. In institutional news, the Massachusetts Water Resources Authority issues an RFP for a $14M opportunistic private credit mandate, and Montana Board of Investments allocates $50M to Accolade Beaverhead while reviewing real assets strategy. Denver Employees Retirement Plan adjusts equity targets following an asset liability study, and Dallas-Fort Worth Airport Board makes over $34M in new commitments across equities, private credit, and co-investments. North Carolina Retirement Systems also made $825M in commitments to Ares, Hg, and BCP. On the fundraising front, Antares and Ares raise over $1.2B for a private credit continuation fund, and Cantor Fitzgerald announces a gold-protected Bitcoin fund with a five-year horizon.

Tired of fragmented data slowing you down? Book a demo of Dakota Research to centralize critical investment data and intelligence to simplify your decision-making process.

]]> In this week’s Dakota Fundraising News Podcast, Diego Liechti is appointed head of investments at Switzerland’s PKG Pensionskasse, Henry Mercer joins Withum Wealth as CIO, and Partners Group names Anastasia Amoroso chief investment strategist for private wealth. On the RIA side, Arax Investment Partners acquires $4B Schechter Investment Advisors in a major Midwest expansion, San Diego-based advisors launch Arv Private Wealth with LPL, and $225M Desert Sky Advisors joins Steward Partners in Arizona. In institutional news, the Massachusetts Water Resources Authority issues an RFP for a $14M opportunistic private credit mandate, and Montana Board of Investments allocates $50M to Accolade Beaverhead while reviewing real assets strategy. Denver Employees Retirement Plan adjusts equity targets following an asset liability study, and Dallas-Fort Worth Airport Board makes over $34M in new commitments across equities, private credit, and co-investments. North Carolina Retirement Systems also made $825M in commitments to Ares, Hg, and BCP. On the fundraising front, Antares and Ares raise over $1.2B for a private credit continuation fund, and Cantor Fitzgerald announces a gold-protected Bitcoin fund with a five-year horizon.

Tired of fragmented data slowing you down? Book a demo of Dakota Research to centralize critical investment data and intelligence to simplify your decision-making process.

]]> Dakota Team Buzzsprout-17280602 Wed, 04 Jun 2025 10:00:00 -0400 720 full false The Dakota Research Podcast #15: Inside Co-Investing – LP Access, Lower Fees & Direct Deal Opportunities The Dakota Research Podcast #15: Inside Co-Investing – LP Access, Lower Fees & Direct Deal Opportunities In Episode 15 of the Dakota Research Podcast, we dive into the evolving world of co-investing—how LPs are gaining direct deal exposure, cutting fees, and strengthening GP relationships. From traditional buyouts to infrastructure and private credit, co-investments are reshaping portfolio strategies across the private markets.

We explore key structures, benefits, and risks, as well as data from StepStone and Goldman Sachs showing co-investments’ rise among institutional investors. The episode also highlights strategies from leading firms like HarbourVest, Ardian, Pantheon, Adams Street, and AlpInvest. We close with real-world case studies, including ArcLight’s natural gas pipeline co-investment and Niobrara’s stake in Polar Semiconductor.

Whether you're a fund allocator, family office, or institutional investor, this episode unpacks the co-investment landscape and how it fits into broader asset allocation goals.

Tired of fragmented data slowing you down? Book a demo of Dakota Research to centralize critical investment data and intelligence to simplify your decision-making process.



]]> In Episode 15 of the Dakota Research Podcast, we dive into the evolving world of co-investing—how LPs are gaining direct deal exposure, cutting fees, and strengthening GP relationships. From traditional buyouts to infrastructure and private credit, co-investments are reshaping portfolio strategies across the private markets.

We explore key structures, benefits, and risks, as well as data from StepStone and Goldman Sachs showing co-investments’ rise among institutional investors. The episode also highlights strategies from leading firms like HarbourVest, Ardian, Pantheon, Adams Street, and AlpInvest. We close with real-world case studies, including ArcLight’s natural gas pipeline co-investment and Niobrara’s stake in Polar Semiconductor.

Whether you're a fund allocator, family office, or institutional investor, this episode unpacks the co-investment landscape and how it fits into broader asset allocation goals.

Tired of fragmented data slowing you down? Book a demo of Dakota Research to centralize critical investment data and intelligence to simplify your decision-making process.



]]> Dakota Team Buzzsprout-17253560 Fri, 30 May 2025 11:00:00 -0400 2761 full false LPL, RayJay, Infrastructure Search Finalists, Pension Allocations. LPL, RayJay, Infrastructure Search Finalists, Pension Allocations. In this week’s Dakota Fundraising News Podcast, André Mehta joins Michaud Capital Management as senior managing director to lead client success and investment strategy, while Ronald Meraz takes on the role of regional director at Citigroup overseeing over 275 branches across California and Nevada. BNP Paribas sees leadership changes in Southeast Asia as See Piu Chua departs and the Malaysia team expands under Sean Tay. On the RIA front, LPL Financial adds $330M Merrill Lynch advisor Mai Park, Raymond James recruits a $205M team from Janney, and Carson Group fully acquires $365M SRQ Wealth, marking its 25th wholly owned office. The City of Philadelphia delayed its vote in the private markets consultant search, with Meketa, Verus, and Marquette as finalists. Arkansas Public Employees Retirement System finalized six infrastructure secondary fund options including Blackstone, Pantheon, and Partners Group. On the investment side, LACERS committed $75M across three funds including a new relationship with Mavik Real Estate, TCDRS committed $50M to H.I.G.’s small-cap fund, and Santa Barbara County Employees’ closed two $7.5M commitments to Novacap and High Street.

Tired of fragmented data slowing you down? Book a demo of Dakota Research to centralize critical investment data and intelligence to simplify your decision-making process.

]]> In this week’s Dakota Fundraising News Podcast, André Mehta joins Michaud Capital Management as senior managing director to lead client success and investment strategy, while Ronald Meraz takes on the role of regional director at Citigroup overseeing over 275 branches across California and Nevada. BNP Paribas sees leadership changes in Southeast Asia as See Piu Chua departs and the Malaysia team expands under Sean Tay. On the RIA front, LPL Financial adds $330M Merrill Lynch advisor Mai Park, Raymond James recruits a $205M team from Janney, and Carson Group fully acquires $365M SRQ Wealth, marking its 25th wholly owned office. The City of Philadelphia delayed its vote in the private markets consultant search, with Meketa, Verus, and Marquette as finalists. Arkansas Public Employees Retirement System finalized six infrastructure secondary fund options including Blackstone, Pantheon, and Partners Group. On the investment side, LACERS committed $75M across three funds including a new relationship with Mavik Real Estate, TCDRS committed $50M to H.I.G.’s small-cap fund, and Santa Barbara County Employees’ closed two $7.5M commitments to Novacap and High Street.

Tired of fragmented data slowing you down? Book a demo of Dakota Research to centralize critical investment data and intelligence to simplify your decision-making process.

]]> Dakota Team Buzzsprout-17253421 Fri, 30 May 2025 10:00:00 -0400 441 full false Focus Financial, PE RFP, Bank Loan Search, CalSTRS Allocations, Carlyle's Japan Team Focus Financial, PE RFP, Bank Loan Search, CalSTRS Allocations, Carlyle's Japan Team In this week’s Dakota Fundraising News Podcast, Humberto Garcia de Alba is named CEO of BBVA Global Wealth Advisors, Peter Mistina joins QP Global Family Offices as VP of Investments, and Bruno Saintonge takes on a senior private markets role at Quebec’s $3B RRCEGQ pension. On the RIA side, Focus Financial is merging $35B Kovitz into $140B Focus Partners Wealth in a major hub firm consolidation, while former UBS advisors launch GLR Partners and ex-Choreo advisors establish XRSM Wealth under Mariner Independent. Institutionally, Quincy Retirement is running a $10M private equity search and Mendocino County prepares a real estate search, while CalSTRS revealed nearly $3B in second-half 2024 commitments, including to Thoma Bravo, Summit Partners, and CVC. Additional allocations came from LAFPP, LACERA, and others. On the fundraising front, Archway Capital is targeting $100M for its second opportunity fund, and Carlyle plans to expand its Japan team to support deployment of a $2.96B buyout fund.

Tired of fragmented data slowing you down? Book a demo of Dakota Research to centralize critical investment data and intelligence to simplify your decision-making process.

]]> In this week’s Dakota Fundraising News Podcast, Humberto Garcia de Alba is named CEO of BBVA Global Wealth Advisors, Peter Mistina joins QP Global Family Offices as VP of Investments, and Bruno Saintonge takes on a senior private markets role at Quebec’s $3B RRCEGQ pension. On the RIA side, Focus Financial is merging $35B Kovitz into $140B Focus Partners Wealth in a major hub firm consolidation, while former UBS advisors launch GLR Partners and ex-Choreo advisors establish XRSM Wealth under Mariner Independent. Institutionally, Quincy Retirement is running a $10M private equity search and Mendocino County prepares a real estate search, while CalSTRS revealed nearly $3B in second-half 2024 commitments, including to Thoma Bravo, Summit Partners, and CVC. Additional allocations came from LAFPP, LACERA, and others. On the fundraising front, Archway Capital is targeting $100M for its second opportunity fund, and Carlyle plans to expand its Japan team to support deployment of a $2.96B buyout fund.

Tired of fragmented data slowing you down? Book a demo of Dakota Research to centralize critical investment data and intelligence to simplify your decision-making process.

]]> Dakota Team Buzzsprout-17202939 Wed, 21 May 2025 10:00:00 -0400 687 full false Foundation Investment Hires, Hightower, Search Updates, Pension Commitments, Fundraising Updates Foundation Investment Hires, Hightower, Search Updates, Pension Commitments, Fundraising Updates In this week’s Dakota Fundraising News Podcast, Chad Oviatt joins First National Bank as CIO, Bola Olusanya is named CIO at MacArthur Foundation, and Sean Olesen heads to the Alfred P. Sloan Foundation. Hightower Advisors makes its first 2025 deal with a strategic investment in $3.8B Lindbrook Capital, marking the final transaction under outgoing CEO Bob Oros, while Raymond James adds a $450M UBS breakaway team, and MPact Capital launches in Charlotte with a digital asset-backed impact strategy. On the institutional side, IL SURS is gathering info for diversifying strategies, Manchester approved a shift toward equities, and Kern County allocated $150M each to securitized strategies from Schroder and Guggenheim, while also investing $150M with Chilton Capital. Minnesota SBI made over $900M in commitments across Advent, Blackstone, TA Realty, TPG, and ECP, and Chicago Teachers and Louisiana School Employees’ also reported new private market allocations. Meanwhile, BlackRock’s Global Infrastructure Partners eyes a $10B raise, DFJ Growth closed $1.2B, and Crestline wrapped up its Direct Lending Fund IV with $3.5B.

Tired of fragmented data slowing you down? Book a demo of Dakota Research to centralize critical investment data and intelligence to simplify your decision-making process.

]]> In this week’s Dakota Fundraising News Podcast, Chad Oviatt joins First National Bank as CIO, Bola Olusanya is named CIO at MacArthur Foundation, and Sean Olesen heads to the Alfred P. Sloan Foundation. Hightower Advisors makes its first 2025 deal with a strategic investment in $3.8B Lindbrook Capital, marking the final transaction under outgoing CEO Bob Oros, while Raymond James adds a $450M UBS breakaway team, and MPact Capital launches in Charlotte with a digital asset-backed impact strategy. On the institutional side, IL SURS is gathering info for diversifying strategies, Manchester approved a shift toward equities, and Kern County allocated $150M each to securitized strategies from Schroder and Guggenheim, while also investing $150M with Chilton Capital. Minnesota SBI made over $900M in commitments across Advent, Blackstone, TA Realty, TPG, and ECP, and Chicago Teachers and Louisiana School Employees’ also reported new private market allocations. Meanwhile, BlackRock’s Global Infrastructure Partners eyes a $10B raise, DFJ Growth closed $1.2B, and Crestline wrapped up its Direct Lending Fund IV with $3.5B.

Tired of fragmented data slowing you down? Book a demo of Dakota Research to centralize critical investment data and intelligence to simplify your decision-making process.

]]> Dakota Team Buzzsprout-17175251 Fri, 16 May 2025 10:00:00 -0400 759 full false The Dakota Research Podcast #14: Investing in AI – Private Equity, CoreWeave, and the VC Backing the Future The Dakota Research Podcast #14: Investing in AI – Private Equity, CoreWeave, and the VC Backing the Future In Episode 14 of the Dakota Research Podcast, we break down how artificial intelligence is transforming private markets—from infrastructure M&A to private equity strategy. We explore the CoreWeave–Weights & Biases deal, Coatue’s $1B innovation fund backed by Bezos and Dell, and how firms like EQT and a16z are integrating AI into everything from sourcing to value creation.

The episode covers foundational AI concepts, subfields like NLP and generative AI, and how industries such as healthcare, finance, and logistics are evolving with the technology. We also highlight top AI-focused venture firms—Sequoia, a16z, Khosla Ventures—and the valuations of major players like OpenAI, xAI, and Anthropic.

Whether you’re navigating investment opportunities, fund strategy, or operational improvements, this episode is a must-listen for anyone tracking AI’s role in reshaping private equity, venture capital, and the global innovation economy.

 Tired of fragmented data slowing you down? Book a demo of Dakota Research to centralize critical investment data and intelligence to simplify your decision-making process.

]]> In Episode 14 of the Dakota Research Podcast, we break down how artificial intelligence is transforming private markets—from infrastructure M&A to private equity strategy. We explore the CoreWeave–Weights & Biases deal, Coatue’s $1B innovation fund backed by Bezos and Dell, and how firms like EQT and a16z are integrating AI into everything from sourcing to value creation.

The episode covers foundational AI concepts, subfields like NLP and generative AI, and how industries such as healthcare, finance, and logistics are evolving with the technology. We also highlight top AI-focused venture firms—Sequoia, a16z, Khosla Ventures—and the valuations of major players like OpenAI, xAI, and Anthropic.

Whether you’re navigating investment opportunities, fund strategy, or operational improvements, this episode is a must-listen for anyone tracking AI’s role in reshaping private equity, venture capital, and the global innovation economy.

 Tired of fragmented data slowing you down? Book a demo of Dakota Research to centralize critical investment data and intelligence to simplify your decision-making process.

]]> Dakota Team Buzzsprout-17175247 Fri, 16 May 2025 10:00:00 -0400 2586 14 full false West Virginia CIO HIre, Sanctuary Wealth, Callan's New Client, Large Cap RFP, Search Winners West Virginia CIO HIre, Sanctuary Wealth, Callan's New Client, Large Cap RFP, Search Winners In this week’s Dakota Fundraising News Podcast, Jim Bethea is joining West Virginia University Foundation as CIO, Karen Horn Welch will be promoted to CIO at Spider Management, and Christopher Schelling joined Aksia as Managing Director. In RIA moves, Sanctuary Wealth recruited a $2B UBS team to form 1280 Financial Partners, &Partners added $650M Geller Private Wealth from Ameriprise, and WLTH Capital launched in Arizona. Blackstone hired Jennifer Abate to lead RIA distribution, and VisionPoint and Navitas merged to form Balefire. On the institutional side, San Diego City selected Callan as private markets consultant, and Dallas Police & Fire committed $30M across Golub and KKR private credit funds. SFERS committed over $370M across six private equity and credit funds. Additional commitments came from East Bay MUD, Louisiana pensions, and San Francisco’s EBMUD. TRSL issued an RFP for large cap growth managers, and StepStone hosted Dakota Cocktails.

Tired of fragmented data slowing you down? Book a demo of Dakota Research to centralize critical investment data and intelligence to simplify your decision-making process.

]]> In this week’s Dakota Fundraising News Podcast, Jim Bethea is joining West Virginia University Foundation as CIO, Karen Horn Welch will be promoted to CIO at Spider Management, and Christopher Schelling joined Aksia as Managing Director. In RIA moves, Sanctuary Wealth recruited a $2B UBS team to form 1280 Financial Partners, &Partners added $650M Geller Private Wealth from Ameriprise, and WLTH Capital launched in Arizona. Blackstone hired Jennifer Abate to lead RIA distribution, and VisionPoint and Navitas merged to form Balefire. On the institutional side, San Diego City selected Callan as private markets consultant, and Dallas Police & Fire committed $30M across Golub and KKR private credit funds. SFERS committed over $370M across six private equity and credit funds. Additional commitments came from East Bay MUD, Louisiana pensions, and San Francisco’s EBMUD. TRSL issued an RFP for large cap growth managers, and StepStone hosted Dakota Cocktails.

Tired of fragmented data slowing you down? Book a demo of Dakota Research to centralize critical investment data and intelligence to simplify your decision-making process.

]]> Dakota Team Buzzsprout-17154437 Wed, 14 May 2025 08:00:00 -0400 611 full false The Dakota Research Podcast #13: Top Real Estate Themes – AI Data Centers, Renewables & Life Sciences The Dakota Research Podcast #13: Top Real Estate Themes – AI Data Centers, Renewables & Life Sciences In Episode 13 of the Dakota Research Podcast, we explore the top real estate investment themes shaping private markets in 2025. From hyperscale data centers and renewable energy infrastructure to life sciences, logistics, and hospitality, real estate is no longer just about buildings—it’s about innovation. We unpack how sectors like AI, power, and global digital transformation are driving capital flows into modern real assets.

The episode also covers major private market updates, including Clearlake’s $7.7B acquisition of Dun & Bradstreet, TPG’s new sports platform, and fundraising news from Apera, Escalate Capital, and Applico. Plus, we highlight real estate funds currently in market and why institutional investors are rethinking allocations amid macro and technological shifts.

Whether you’re focused on real estate equity, credit, or thematics, this episode breaks down where investors are placing long-term bets.

Tired of fragmented data slowing you down? Book a demo of Dakota Research to centralize critical investment data and intelligence to simplify your decision-making process.

 

]]> In Episode 13 of the Dakota Research Podcast, we explore the top real estate investment themes shaping private markets in 2025. From hyperscale data centers and renewable energy infrastructure to life sciences, logistics, and hospitality, real estate is no longer just about buildings—it’s about innovation. We unpack how sectors like AI, power, and global digital transformation are driving capital flows into modern real assets.

The episode also covers major private market updates, including Clearlake’s $7.7B acquisition of Dun & Bradstreet, TPG’s new sports platform, and fundraising news from Apera, Escalate Capital, and Applico. Plus, we highlight real estate funds currently in market and why institutional investors are rethinking allocations amid macro and technological shifts.

Whether you’re focused on real estate equity, credit, or thematics, this episode breaks down where investors are placing long-term bets.

Tired of fragmented data slowing you down? Book a demo of Dakota Research to centralize critical investment data and intelligence to simplify your decision-making process.

 

]]> Dakota Team Buzzsprout-17130890 Fri, 09 May 2025 11:00:00 -0400 2573 full false Border to Coast, New Family Office, Janney, PE RFP, Search Updates, Mass PRIM Border to Coast, New Family Office, Janney, PE RFP, Search Updates, Mass PRIM In this week’s Dakota Fundraising News Podcast, Border to Coast appointed Peter Gent as head of investment advisory, Cetera named John Lefferts to lead Cetera Investors, and Pritzker Alternative Strategies made several key hires as it builds out its investment team. On the M&A front, Blackstone tapped Lazard veteran Jennifer Abate to lead its RIA channel, VisionPoint and Navitas merged to form Balefire, and Janney expanded into Florida with the Integrity Wealth team. Plymouth County issued a $10M private equity RFP, Arizona Public Safety Pension adjusted its asset allocation, and Massachusetts PRIM committed €375M to Advent. Other updates include new hires and mandates at Cook County, Pennsylvania SERS, and a $735M fund close by Rotunda Capital. LaunchBay Capital, an India-focused growth equity firm, is targeting $400M for its debut fund.

Tired of fragmented data slowing you down? Book a demo of Dakota Research to centralize critical investment data and intelligence to simplify your decision-making process.

]]> In this week’s Dakota Fundraising News Podcast, Border to Coast appointed Peter Gent as head of investment advisory, Cetera named John Lefferts to lead Cetera Investors, and Pritzker Alternative Strategies made several key hires as it builds out its investment team. On the M&A front, Blackstone tapped Lazard veteran Jennifer Abate to lead its RIA channel, VisionPoint and Navitas merged to form Balefire, and Janney expanded into Florida with the Integrity Wealth team. Plymouth County issued a $10M private equity RFP, Arizona Public Safety Pension adjusted its asset allocation, and Massachusetts PRIM committed €375M to Advent. Other updates include new hires and mandates at Cook County, Pennsylvania SERS, and a $735M fund close by Rotunda Capital. LaunchBay Capital, an India-focused growth equity firm, is targeting $400M for its debut fund.

Tired of fragmented data slowing you down? Book a demo of Dakota Research to centralize critical investment data and intelligence to simplify your decision-making process.

]]> Dakota Team Buzzsprout-17130661 Fri, 09 May 2025 10:00:00 -0400 440 full false LPL, Direct Lending RFP, Maryland 2025 Investment Plan, Apollo Accord+ LPL, Direct Lending RFP, Maryland 2025 Investment Plan, Apollo Accord+ In this week’s Dakota Fundraising News Podcast, Nicole Puller Ross was promoted to regional head of Northeast private wealth at Goldman Sachs, Cliff Corso became CEO of AAM, and Brian Scharf joined Zell Family Office. On the RIA front, EFE acquired Cahill Wealth Management, Americana Partners added a $1.5B team from Morgan Stanley, and LPL picked up Northern Advisory Group. Institutional activity included OPPRS launching a $50M private credit RFP, Maryland SRPS outlining up to $2.5B in annual PE pacing, and New Jersey DOI committing $1.5B across five managers. Other investments came from University of Kentucky, Seattle City ERS, and Pennsylvania MRS. Fundraising updates featured Apollo closing Accord+ Fund II at $4.8B, Vista securing $4B for a continuation vehicle, and Arbor raising $1.2B for its sixth private equity fund.

Tired of fragmented data slowing you down? Book a demo of Dakota Research to centralize critical investment data and intelligence to simplify your decision-making process.

]]> In this week’s Dakota Fundraising News Podcast, Nicole Puller Ross was promoted to regional head of Northeast private wealth at Goldman Sachs, Cliff Corso became CEO of AAM, and Brian Scharf joined Zell Family Office. On the RIA front, EFE acquired Cahill Wealth Management, Americana Partners added a $1.5B team from Morgan Stanley, and LPL picked up Northern Advisory Group. Institutional activity included OPPRS launching a $50M private credit RFP, Maryland SRPS outlining up to $2.5B in annual PE pacing, and New Jersey DOI committing $1.5B across five managers. Other investments came from University of Kentucky, Seattle City ERS, and Pennsylvania MRS. Fundraising updates featured Apollo closing Accord+ Fund II at $4.8B, Vista securing $4B for a continuation vehicle, and Arbor raising $1.2B for its sixth private equity fund.

Tired of fragmented data slowing you down? Book a demo of Dakota Research to centralize critical investment data and intelligence to simplify your decision-making process.

]]> Dakota Team Buzzsprout-17116525 Wed, 07 May 2025 10:00:00 -0400 794 full false Energy Investing for a Changing World with Matt Miller: Inside Grey Rock’s Dual Approach to Oil and Carbon Energy Investing for a Changing World with Matt Miller: Inside Grey Rock’s Dual Approach to Oil and Carbon In this Dakota Research Interview, Chris LeRoy speaks with Matt Miller, Founder and Managing Partner of Grey Rock Investment Partners, about the firm’s dual strategy across traditional energy and low-carbon investments. Matt shares how Grey Rock identifies high-return opportunities in upstream oil and gas, while also scaling decarbonization projects in carbon capture, electrification, and methane abatement. He discusses the firm’s disciplined, data-driven approach to risk, capital deployment, and policy insight while emphasizing the role of cash-on-cash returns and low leverage. The conversation also explores Grey Rock’s strong DPI track record, talent-driven culture, and the evolving investment landscape across the energy value chain.

Tired of fragmented data slowing you down? Book a demo of Dakota Research to centralize critical investment data and intelligence to simplify your decision-making process.



]]> In this Dakota Research Interview, Chris LeRoy speaks with Matt Miller, Founder and Managing Partner of Grey Rock Investment Partners, about the firm’s dual strategy across traditional energy and low-carbon investments. Matt shares how Grey Rock identifies high-return opportunities in upstream oil and gas, while also scaling decarbonization projects in carbon capture, electrification, and methane abatement. He discusses the firm’s disciplined, data-driven approach to risk, capital deployment, and policy insight while emphasizing the role of cash-on-cash returns and low leverage. The conversation also explores Grey Rock’s strong DPI track record, talent-driven culture, and the evolving investment landscape across the energy value chain.

Tired of fragmented data slowing you down? Book a demo of Dakota Research to centralize critical investment data and intelligence to simplify your decision-making process.



]]> Dakota Team Buzzsprout-17111057 Tue, 06 May 2025 15:00:00 -0400 3292 full false The Dakota Research Podcast #12: Investing in Aerospace & Defense – What’s Fueling Investor Momentum The Dakota Research Podcast #12: Investing in Aerospace & Defense – What’s Fueling Investor Momentum In Episode 12 of the Dakota Research Podcast, we dive into the high-stakes world of aerospace and defense. From major deals like Thoma Bravo’s $10.6B acquisition of Boeing’s digital flight assets to Neuralink’s $500M raise, we spotlight the biggest private market moves this week.

The main discussion unpacks why aerospace and defense are drawing increased private equity interest—from counter-cyclical defense budgets and long-term government contracts to surging investment in space, cybersecurity, and dual-use AI. We highlight key subsectors, investment strategies, and the firms leading the charge, including AE Industrial Partners, Lux Capital, and Veritas. Additionally, we explore recent fund launches and rising interest in private credit and retail access, as the industry adapts to evolving investor demand and geopolitical risk.

Tired of fragmented data slowing you down? Book a demo of Dakota Research to centralize critical investment data and intelligence to simplify your decision-making process.

Click here to book a demo today ➡️ https://www.dakota.com/calendar-researchpage


]]> In Episode 12 of the Dakota Research Podcast, we dive into the high-stakes world of aerospace and defense. From major deals like Thoma Bravo’s $10.6B acquisition of Boeing’s digital flight assets to Neuralink’s $500M raise, we spotlight the biggest private market moves this week.

The main discussion unpacks why aerospace and defense are drawing increased private equity interest—from counter-cyclical defense budgets and long-term government contracts to surging investment in space, cybersecurity, and dual-use AI. We highlight key subsectors, investment strategies, and the firms leading the charge, including AE Industrial Partners, Lux Capital, and Veritas. Additionally, we explore recent fund launches and rising interest in private credit and retail access, as the industry adapts to evolving investor demand and geopolitical risk.

Tired of fragmented data slowing you down? Book a demo of Dakota Research to centralize critical investment data and intelligence to simplify your decision-making process.

Click here to book a demo today ➡️ https://www.dakota.com/calendar-researchpage


]]> Dakota Team Buzzsprout-17086610 Fri, 02 May 2025 11:00:00 -0400 2893 full false AkademikerPension, Edward Jones Alts, New RIAs, Small Cap RFP, Pension Allocations, StepStone AkademikerPension, Edward Jones Alts, New RIAs, Small Cap RFP, Pension Allocations, StepStone In this week’s Dakota Fundraising News Podcast, Jon Ritter joins Texas Municipal Retirement as MD of Real Assets, Dylan Campbell joins the University of Oklahoma Foundation, and Edward Jones launches alts access for $10M+ clients via CAIS. On the RIA front, Redwood Family Wealth launches in Texas, Merit acquires Safeguard Wealth in Wisconsin, and The Northshore Group moves $1.5B from Wells Fargo to &Partners. Institutional updates include new manager searches in St. Louis and Philadelphia, investments from Ventura, San Mateo, and Wayne County, and fundraising highlights like StepStone’s $3.77B real estate secondaries fund, Apera’s €2.9B private debt fund, and Pioneer Point’s €1.1B sustainable infra fund with backing from Texas Municipal Retirement.

Tired of fragmented data slowing you down? Book a demo of Dakota Research to centralize critical investment data and intelligence to simplify your decision-making process.

]]> In this week’s Dakota Fundraising News Podcast, Jon Ritter joins Texas Municipal Retirement as MD of Real Assets, Dylan Campbell joins the University of Oklahoma Foundation, and Edward Jones launches alts access for $10M+ clients via CAIS. On the RIA front, Redwood Family Wealth launches in Texas, Merit acquires Safeguard Wealth in Wisconsin, and The Northshore Group moves $1.5B from Wells Fargo to &Partners. Institutional updates include new manager searches in St. Louis and Philadelphia, investments from Ventura, San Mateo, and Wayne County, and fundraising highlights like StepStone’s $3.77B real estate secondaries fund, Apera’s €2.9B private debt fund, and Pioneer Point’s €1.1B sustainable infra fund with backing from Texas Municipal Retirement.

Tired of fragmented data slowing you down? Book a demo of Dakota Research to centralize critical investment data and intelligence to simplify your decision-making process.

]]> Dakota Team Buzzsprout-17086267 Fri, 02 May 2025 10:00:00 -0400 753 full false UBS, Raymond James, International Equity RFP, Fixed Income Hires, Gaw Capital UBS, Raymond James, International Equity RFP, Fixed Income Hires, Gaw Capital 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.

Tired of fragmented data slowing you down? Book a demo of Dakota Research to centralize critical investment data and intelligence to simplify your decision-making process.

]]> 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.

Tired of fragmented data slowing you down? Book a demo of Dakota Research to centralize critical investment data and intelligence to simplify your decision-making process.

]]> Dakota Team Buzzsprout-17071807 Wed, 30 Apr 2025 09:00:00 -0400 602 full false Dakota Research Interview: Blue Tulip Ventures Dakota Research Interview: Blue Tulip Ventures In this episode of Dakota Research, host Chris LeRoy sits down with Dr. Rana el Kaliouby, co-founder and managing partner of Blue Tulip Ventures, to explore the future of human-centric AI innovation. Drawing from her groundbreaking work as an AI scientist and entrepreneur, Dr. el Kaliouby shares the vision behind Blue Tulip Ventures: investing in AI startups that amplify human capabilities in health, wellness, productivity, and sustainable living.

The conversation highlights how Blue Tulip targets pre-seed and seed-stage companies with defensible technology, proprietary data, and real-world impact. Dr. el Kaliouby discusses the firm's technical diligence advantage, stemming from her deep AI expertise and strong ties to leading innovation ecosystems like MIT and Harvard. She also sheds light on emerging trends such as the virtual human economy and the evolving role of AI in regulated industries.

Listeners will gain insights into Blue Tulip’s hands-on approach to supporting founders, from product guidance to strategic visibility. With success stories like Figure AI and Synthpop, the episode offers a firsthand look at how Blue Tulip is shaping the next generation of responsible AI entrepreneurship. Dr. el Kaliouby closes with practical advice for AI founders: stay lean, build defensibility, and focus on creating real value.

Tired of fragmented data slowing you down? Book a demo of Dakota Research to centralize critical investment data and intelligence to simplify your decision-making process.

]]> In this episode of Dakota Research, host Chris LeRoy sits down with Dr. Rana el Kaliouby, co-founder and managing partner of Blue Tulip Ventures, to explore the future of human-centric AI innovation. Drawing from her groundbreaking work as an AI scientist and entrepreneur, Dr. el Kaliouby shares the vision behind Blue Tulip Ventures: investing in AI startups that amplify human capabilities in health, wellness, productivity, and sustainable living.

The conversation highlights how Blue Tulip targets pre-seed and seed-stage companies with defensible technology, proprietary data, and real-world impact. Dr. el Kaliouby discusses the firm's technical diligence advantage, stemming from her deep AI expertise and strong ties to leading innovation ecosystems like MIT and Harvard. She also sheds light on emerging trends such as the virtual human economy and the evolving role of AI in regulated industries.

Listeners will gain insights into Blue Tulip’s hands-on approach to supporting founders, from product guidance to strategic visibility. With success stories like Figure AI and Synthpop, the episode offers a firsthand look at how Blue Tulip is shaping the next generation of responsible AI entrepreneurship. Dr. el Kaliouby closes with practical advice for AI founders: stay lean, build defensibility, and focus on creating real value.

Tired of fragmented data slowing you down? Book a demo of Dakota Research to centralize critical investment data and intelligence to simplify your decision-making process.

]]> Dakota Team Buzzsprout-17057232 Mon, 28 Apr 2025 13:00:00 -0400 2657 full false The Dakota Research Podcast #11: M&A, RIAs, and Retail Alts – What’s Reshaping Investment Management The Dakota Research Podcast #11: M&A, RIAs, and Retail Alts – What’s Reshaping Investment Management In Episode 11 of the Dakota Research Podcast, we explore how the investment management industry is rapidly evolving. We kick off with key private equity headlines, including a16z’s $20B AI fundraise, Blackstone’s $10.8B European real estate close, and Bain Capital’s $1B deal for Sizzling Platter.

Our deep dive focuses on structural shifts reshaping the sector—from consolidation among asset managers and RIAs to the growing demand for alternative investments. We discuss fee pressure, the rise of semi-liquid fund structures, and how public and private markets are converging. We also examine the expansion of family offices, ESG investing's shifting role, and what these trends mean for investors and managers alike. If you’re tracking how capital, talent, and strategy are moving in today’s market, this episode connects the dots.

Tired of fragmented data slowing you down? Book a demo of Dakota Research to centralize critical investment data and intelligence to simplify your decision-making process.

]]> In Episode 11 of the Dakota Research Podcast, we explore how the investment management industry is rapidly evolving. We kick off with key private equity headlines, including a16z’s $20B AI fundraise, Blackstone’s $10.8B European real estate close, and Bain Capital’s $1B deal for Sizzling Platter.

Our deep dive focuses on structural shifts reshaping the sector—from consolidation among asset managers and RIAs to the growing demand for alternative investments. We discuss fee pressure, the rise of semi-liquid fund structures, and how public and private markets are converging. We also examine the expansion of family offices, ESG investing's shifting role, and what these trends mean for investors and managers alike. If you’re tracking how capital, talent, and strategy are moving in today’s market, this episode connects the dots.

Tired of fragmented data slowing you down? Book a demo of Dakota Research to centralize critical investment data and intelligence to simplify your decision-making process.

]]> Dakota Team Buzzsprout-17043025 Fri, 25 Apr 2025 11:00:00 -0400 2493 11 full false New Michigan RIA, US Small Cap RFP, LACERS Plans, Private Market Commitments, Yale Endowment New Michigan RIA, US Small Cap RFP, LACERS Plans, Private Market Commitments, Yale Endowment In this episode of the Dakota Fundraising News Podcast, Pat and Konch cover job moves including Tony Pritzker launching Pritzker Alternative Strategies, Akshay Patel joining North Dakota Trust Lands, and Dylan Campbell moving to the University of Oklahoma Foundation. In RIA news, Fortgage Capital Advisors launched with backing from Elevation Point, LPL recruited the $350M Synergy Wealth Strategies team, and Integrated Partners added Albritton Financial. Institutional activity includes new RFPs from Oklahoma PERS and Los Angeles City Employees’ Retirement System, plus over $1.1B in new commitments from New Mexico SIC, including to Ares, iCon, and Asana. Ohio SERS also committed $650M across infrastructure, credit, and equities. Fundraising highlights include Yale reportedly preparing a $6B secondary sale, Azalea closing $262M for its third buyout fund, and Catalyst Opportunity Funds hitting $350M in AUM following its second fund close.  

Tired of fragmented data slowing you down? Book a demo of Dakota Research to centralize critical investment data and intelligence to simplify your decision-making process.

]]> In this episode of the Dakota Fundraising News Podcast, Pat and Konch cover job moves including Tony Pritzker launching Pritzker Alternative Strategies, Akshay Patel joining North Dakota Trust Lands, and Dylan Campbell moving to the University of Oklahoma Foundation. In RIA news, Fortgage Capital Advisors launched with backing from Elevation Point, LPL recruited the $350M Synergy Wealth Strategies team, and Integrated Partners added Albritton Financial. Institutional activity includes new RFPs from Oklahoma PERS and Los Angeles City Employees’ Retirement System, plus over $1.1B in new commitments from New Mexico SIC, including to Ares, iCon, and Asana. Ohio SERS also committed $650M across infrastructure, credit, and equities. Fundraising highlights include Yale reportedly preparing a $6B secondary sale, Azalea closing $262M for its third buyout fund, and Catalyst Opportunity Funds hitting $350M in AUM following its second fund close.  

Tired of fragmented data slowing you down? Book a demo of Dakota Research to centralize critical investment data and intelligence to simplify your decision-making process.

]]> Dakota Team Buzzsprout-17042533 Fri, 25 Apr 2025 09:00:00 -0400 853 full false Arizona CIO, Newly Launched RIAs, Real Assets & Real Estate RFPs, Sculptor Fund Close Arizona CIO, Newly Launched RIAs, Real Assets & Real Estate RFPs, Sculptor Fund Close In this episode of the Dakota Fundraising News Podcast, Pat and Konch cover job changes including Ashu Pal joining Nomura Capital from Maryland State Retirement, Jeff Peterson becoming CIO at Dallas-based Gillion Capital, and Alexander Dorf named Deputy CIO at Arizona PSPRS. On the RIA side, Barzideh & Nadeau Wealth launched in Illinois, Angel Oak alumni launched Sardis Group in Atlanta, and BFS acquired $350M Napatree Capital. Institutionally, Callan and the Government of Guam issued new RFPs, while San Antonio Police & Fire Fund plans $220M in private market pacing. Recent commitments include LA Fire & Police allocating $105M across private equity, real estate, and credit, and Washington State pledging $1.5B across Advent and Evergreen Park. On the fundraising front, Sculptor closed its Tactical Credit Fund near $900M, Sunflower Capital raised $150M for its second venture fund, and Ansor closed its second buy-and-build fund at £250M.

]]> In this episode of the Dakota Fundraising News Podcast, Pat and Konch cover job changes including Ashu Pal joining Nomura Capital from Maryland State Retirement, Jeff Peterson becoming CIO at Dallas-based Gillion Capital, and Alexander Dorf named Deputy CIO at Arizona PSPRS. On the RIA side, Barzideh & Nadeau Wealth launched in Illinois, Angel Oak alumni launched Sardis Group in Atlanta, and BFS acquired $350M Napatree Capital. Institutionally, Callan and the Government of Guam issued new RFPs, while San Antonio Police & Fire Fund plans $220M in private market pacing. Recent commitments include LA Fire & Police allocating $105M across private equity, real estate, and credit, and Washington State pledging $1.5B across Advent and Evergreen Park. On the fundraising front, Sculptor closed its Tactical Credit Fund near $900M, Sunflower Capital raised $150M for its second venture fund, and Ansor closed its second buy-and-build fund at £250M.

]]> Dakota Team Buzzsprout-17027473 Wed, 23 Apr 2025 09:00:00 -0400 701 full false Osaic, Aon, Real Assets & Real Estate Commitment Plans, Hg Saturn 4A, Morgan Stanley Osaic, Aon, Real Assets & Real Estate Commitment Plans, Hg Saturn 4A, Morgan Stanley In this episode of the Dakota Fundraising News Podcast, Pat and Konch cover key job moves including Cheryl Alston stepping down after 20 years at Dallas ERF, Sam Johnson joining Gresham Partners, and Atria co-founders exiting LPL. On the RIA front, Osaic adds $450M Wichita firm NoxNumis, while new firms SoundRidge Private Wealth and Exponent Wealth launch. Morgan Stanley gains an $875M team from JPMorgan, and Raymond James picks up an $828M team from RBC. Institutionally, consultant decisions were made across San Diego, Alameda, and Oregon pensions, and real assets pacing plans were updated across several systems. New commitments include TRS of Texas backing $681M across real assets and co-investments, while South Carolina and Ventura also made fresh allocations. On the fundraising side, Morgan Stanley closed its $2.3B Co-Investment Fund III, ABC Impact raised $600M for its second fund, and Founders Fund secured $4.56B for its third growth vehicle.

Tired of fragmented data slowing you down? Book a demo of Dakota Research to centralize critical investment data and intelligence to simplify your decision-making process.

Click here to book a demo today ➡️ https://www.dakota.com/calendar-researchpage

]]> In this episode of the Dakota Fundraising News Podcast, Pat and Konch cover key job moves including Cheryl Alston stepping down after 20 years at Dallas ERF, Sam Johnson joining Gresham Partners, and Atria co-founders exiting LPL. On the RIA front, Osaic adds $450M Wichita firm NoxNumis, while new firms SoundRidge Private Wealth and Exponent Wealth launch. Morgan Stanley gains an $875M team from JPMorgan, and Raymond James picks up an $828M team from RBC. Institutionally, consultant decisions were made across San Diego, Alameda, and Oregon pensions, and real assets pacing plans were updated across several systems. New commitments include TRS of Texas backing $681M across real assets and co-investments, while South Carolina and Ventura also made fresh allocations. On the fundraising side, Morgan Stanley closed its $2.3B Co-Investment Fund III, ABC Impact raised $600M for its second fund, and Founders Fund secured $4.56B for its third growth vehicle.

Tired of fragmented data slowing you down? Book a demo of Dakota Research to centralize critical investment data and intelligence to simplify your decision-making process.

Click here to book a demo today ➡️ https://www.dakota.com/calendar-researchpage

]]> Dakota Team Buzzsprout-16989302 Wed, 16 Apr 2025 10:00:00 -0400 802 full false The Dakota Research Podcast Episode #10: Why Private Equity Keeps Betting on Consumer Brands The Dakota Research Podcast Episode #10: Why Private Equity Keeps Betting on Consumer Brands In Episode 10 of the Dakota Research Podcast, we cover the latest in private equity—from fundraising momentum and major deals to key people moves. Highlights include Goldman Sachs’ new PE fund for high-net-worth investors, HarbourVest’s $500M platform launch, and Rocket Companies’ $9.4B acquisition of Mr. Cooper Group. We also spotlight Pophouse Entertainment’s €1.2B debut fund and Investindustrial’s €4B flagship close.

This episode’s deep dive focuses on the consumer sector: why it’s appealing to private investors and how firms are building value. We explore strategies like buy-and-build, brand acceleration, and digital transformation, plus themes like health and wellness, personalization, and social commerce. We also highlight top consumer-focused firms—Forerunner Ventures, VMG Partners, L Catterton—and examine the risks shaping the space, from CAC inflation to shifting trends.

Tired of fragmented data slowing you down? Book a demo of Dakota Research to centralize critical investment data and intelligence to simplify your decision-making process.




]]> In Episode 10 of the Dakota Research Podcast, we cover the latest in private equity—from fundraising momentum and major deals to key people moves. Highlights include Goldman Sachs’ new PE fund for high-net-worth investors, HarbourVest’s $500M platform launch, and Rocket Companies’ $9.4B acquisition of Mr. Cooper Group. We also spotlight Pophouse Entertainment’s €1.2B debut fund and Investindustrial’s €4B flagship close.

This episode’s deep dive focuses on the consumer sector: why it’s appealing to private investors and how firms are building value. We explore strategies like buy-and-build, brand acceleration, and digital transformation, plus themes like health and wellness, personalization, and social commerce. We also highlight top consumer-focused firms—Forerunner Ventures, VMG Partners, L Catterton—and examine the risks shaping the space, from CAC inflation to shifting trends.

Tired of fragmented data slowing you down? Book a demo of Dakota Research to centralize critical investment data and intelligence to simplify your decision-making process.




]]> Dakota Team Buzzsprout-16961984 Fri, 11 Apr 2025 11:00:00 -0400 2798 full false Stifel, New RIAs, Oklahoma $1.1B Private Markets Plan, Border to Coast, $1.5B Timberland Fund Stifel, New RIAs, Oklahoma $1.1B Private Markets Plan, Border to Coast, $1.5B Timberland Fund In this episode of the Dakota Fundraising News Podcast, Pat and Konch highlight job moves including Sam Johnson joining Gresham Partners, two Northern Trust vets joining Endeavor Advisors, and Soltis naming Jeffrey Harris as head of M&A. On the RIA side, Stifel completed its acquisition of part of B. Riley’s wealth unit, LPL alum Scott Bloom launched Wealthetic, and Exponent Wealth debuted in Utah.

Institutionally, Oklahoma Teachers’ and Police Pensions outlined 2025 pacing plans, Austin Firefighters terminated Highclere, and TRS of Texas and Border to Coast made new commitments across real estate, energy, and PE. Fundraising highlights include Campbell Global closing a $1.5B timberland fund and the launch of Halo Experience Co., a $1B tech/sports fund led by Utah Jazz owner Ryan Smith and Accel’s Ryan Sweeney. 

Tired of fragmented data slowing you down? Book a demo of Dakota Research to centralize critical investment data and intelligence to simplify your decision-making process.

Click here to book a demo today ➡️ https://www.dakota.com/calendar-researchpage

]]> In this episode of the Dakota Fundraising News Podcast, Pat and Konch highlight job moves including Sam Johnson joining Gresham Partners, two Northern Trust vets joining Endeavor Advisors, and Soltis naming Jeffrey Harris as head of M&A. On the RIA side, Stifel completed its acquisition of part of B. Riley’s wealth unit, LPL alum Scott Bloom launched Wealthetic, and Exponent Wealth debuted in Utah.

Institutionally, Oklahoma Teachers’ and Police Pensions outlined 2025 pacing plans, Austin Firefighters terminated Highclere, and TRS of Texas and Border to Coast made new commitments across real estate, energy, and PE. Fundraising highlights include Campbell Global closing a $1.5B timberland fund and the launch of Halo Experience Co., a $1B tech/sports fund led by Utah Jazz owner Ryan Smith and Accel’s Ryan Sweeney. 

Tired of fragmented data slowing you down? Book a demo of Dakota Research to centralize critical investment data and intelligence to simplify your decision-making process.

Click here to book a demo today ➡️ https://www.dakota.com/calendar-researchpage

]]> Dakota Team Buzzsprout-16961770 Fri, 11 Apr 2025 10:00:00 -0400 794 full false Cortes, JANA, iA Hires; LPL-FHA Deal; Cerity & Raymond James Moves; Fund Closes from Andros & Trive; Public Plan Activity Cortes, JANA, iA Hires; LPL-FHA Deal; Cerity & Raymond James Moves; Fund Closes from Andros & Trive; Public Plan Activity In this episode of the Dakota Fundraising News Podcast, Konch covers job changes including Antonella Carranco joining Cortes Capital, David Wilson moving to JANA, and Etienne Dion joining iA Global AM. On the RIA side, LPL is acquiring First Horizon Advisors’ $16B platform, Cerity Partners picked up Raleigh-based Cook Wealth, and Raymond James recruited an $828M RBC team. 

Institutionally, Franklin and Falmouth retirement systems are running searches, while Virginia, Rhode Island, and Baltimore ERS made new commitments across real estate, private equity, and credit. On the fundraising front, Andros Capital closed a $1B energy fund and Trive Capital Fund V raised $2.7B, with backing from LAFPP and Florida SBA.

Tired of fragmented data slowing you down? Book a demo of Dakota Research to centralize critical investment data and intelligence to simplify your decision-making process.


]]> In this episode of the Dakota Fundraising News Podcast, Konch covers job changes including Antonella Carranco joining Cortes Capital, David Wilson moving to JANA, and Etienne Dion joining iA Global AM. On the RIA side, LPL is acquiring First Horizon Advisors’ $16B platform, Cerity Partners picked up Raleigh-based Cook Wealth, and Raymond James recruited an $828M RBC team. 

Institutionally, Franklin and Falmouth retirement systems are running searches, while Virginia, Rhode Island, and Baltimore ERS made new commitments across real estate, private equity, and credit. On the fundraising front, Andros Capital closed a $1B energy fund and Trive Capital Fund V raised $2.7B, with backing from LAFPP and Florida SBA.

Tired of fragmented data slowing you down? Book a demo of Dakota Research to centralize critical investment data and intelligence to simplify your decision-making process.


]]> Dakota Team Buzzsprout-16946171 Wed, 09 Apr 2025 12:00:00 -0400 711 full false Dakota Research Interview: Lion Real Estate Dakota Research Interview: Lion Real Estate In this episode of Dakota Research, Chris LeRoy sits down with Jeff Weller, Co-CEO of Lion Real Estate Group, to discuss the firm’s value-add investment strategy in multifamily real estate across high-growth Sunbelt markets like Texas, Georgia, Tennessee, and Colorado. Jeff shares how Lion acquires and repositions distressed assets, enhances value through strategic renovations, and leverages long-term financing to maximize returns. He also highlights Fund III ($300M-$500M), recent acquisitions, and why 2024-2025 presents one of the best real estate investment opportunities since the Great Financial Crisis. Plus, insights into market trends, future investment themes, and Lion’s long-term vision.

Tired of fragmented data slowing you down? Book a demo of Dakota Research to centralize critical investment data and intelligence to simplify your decision-making process.


]]> In this episode of Dakota Research, Chris LeRoy sits down with Jeff Weller, Co-CEO of Lion Real Estate Group, to discuss the firm’s value-add investment strategy in multifamily real estate across high-growth Sunbelt markets like Texas, Georgia, Tennessee, and Colorado. Jeff shares how Lion acquires and repositions distressed assets, enhances value through strategic renovations, and leverages long-term financing to maximize returns. He also highlights Fund III ($300M-$500M), recent acquisitions, and why 2024-2025 presents one of the best real estate investment opportunities since the Great Financial Crisis. Plus, insights into market trends, future investment themes, and Lion’s long-term vision.

Tired of fragmented data slowing you down? Book a demo of Dakota Research to centralize critical investment data and intelligence to simplify your decision-making process.


]]> Dakota Team Buzzsprout-16863813 Wed, 09 Apr 2025 12:00:00 -0400 1821 full false The Dakota Research Podcast Episode #9: Klarna, CoreWeave & the Return of the IPO Market The Dakota Research Podcast Episode #9: Klarna, CoreWeave & the Return of the IPO Market In Episode 9 of the Dakota Research Podcast, we cover the latest in private equity news and trends—from BlackRock’s new public-private model portfolios to Olympus Partners’ $3.5B fund close and OpenAI’s record-breaking $40B raise. The episode’s deep dive explores the IPO pipeline, breaking down the steps of going public, pros and cons, and key 2025 trends. We also highlight notable IPOs like Klarna, Hinge Health, and CoreWeave. Whether you’re tracking fundraising, deal activity, or market shifts, this episode delivers actionable insights to help you stay informed and ahead in private markets.

Tired of fragmented data slowing you down? Book a demo of Dakota Research to centralize critical investment data and intelligence to simplify your decision-making process.



]]> In Episode 9 of the Dakota Research Podcast, we cover the latest in private equity news and trends—from BlackRock’s new public-private model portfolios to Olympus Partners’ $3.5B fund close and OpenAI’s record-breaking $40B raise. The episode’s deep dive explores the IPO pipeline, breaking down the steps of going public, pros and cons, and key 2025 trends. We also highlight notable IPOs like Klarna, Hinge Health, and CoreWeave. Whether you’re tracking fundraising, deal activity, or market shifts, this episode delivers actionable insights to help you stay informed and ahead in private markets.

Tired of fragmented data slowing you down? Book a demo of Dakota Research to centralize critical investment data and intelligence to simplify your decision-making process.



]]> Dakota Team Buzzsprout-16917268 Fri, 04 Apr 2025 11:00:00 -0400 1610 9 full false Cerity Acquiring West Coast Financial, Howard Trust's $105M Private Markets Plan, EM Equity Manager Hire, PGIM $2B Data Center Fund Cerity Acquiring West Coast Financial, Howard Trust's $105M Private Markets Plan, EM Equity Manager Hire, PGIM $2B Data Center Fund In this episode of the Dakota Fundraising News Podcast, Konch spotlights key job moves and deal activity across the institutional and wealth landscape. Elise Angelich joins Cliffwater in LA from JSF Financial, while Con Michalakis is named CIO at Funda SA after nearly three years at Hostplus. On the RIA front, Cerity Partners is acquiring $1.8B AUM West Coast Financial, and EP Wealth enhances its Northern California footprint with the acquisition of Peninsula Wealth. Institutional highlights include search and allocation updates from Howard County, Holyoke, and Alameda County, and new commitments from Vermont Pension, STRS Ohio, and Ohio Police & Fire. PGIM Real Estate also makes headlines with the $2B close of its first global data center fund. 

Tune in for the latest in fundraising momentum across RIAs, pensions, and private markets.

]]> In this episode of the Dakota Fundraising News Podcast, Konch spotlights key job moves and deal activity across the institutional and wealth landscape. Elise Angelich joins Cliffwater in LA from JSF Financial, while Con Michalakis is named CIO at Funda SA after nearly three years at Hostplus. On the RIA front, Cerity Partners is acquiring $1.8B AUM West Coast Financial, and EP Wealth enhances its Northern California footprint with the acquisition of Peninsula Wealth. Institutional highlights include search and allocation updates from Howard County, Holyoke, and Alameda County, and new commitments from Vermont Pension, STRS Ohio, and Ohio Police & Fire. PGIM Real Estate also makes headlines with the $2B close of its first global data center fund. 

Tune in for the latest in fundraising momentum across RIAs, pensions, and private markets.

]]> Dakota Team Buzzsprout-16912853 Fri, 04 Apr 2025 08:00:00 -0400 560 full false LPL Acquiring Commonwealth, Morgan Stanley Head of OCIO, Commodities RFP, EQT Infra VI LPL Acquiring Commonwealth, Morgan Stanley Head of OCIO, Commodities RFP, EQT Infra VI In this episode of the Dakota Fundraising News Podcast, Konch and Matt Marino discuss notable industry job moves, including Christina Kopec Rooney's appointment as head of US wealth at Wellington, Sona Menon joining Morgan Stanley to lead its $184B OCIO platform, and Hannah Menachem joining the North Carolina Treasury Department's PE team. On the RIA front, LPL Financial makes waves with its $2.7B acquisition of Commonwealth Financial Network, and NewEdge Securities brings on a $1.4B team from Merrill Lynch. Institutional updates include new search activity from INPRS and Cambridge Retirement, plus fresh commitments from IMRF, Texas CDRS, and Japan Investment Corporation. EQT Infrastructure VI also closed at €21.5B, exceeding its target. Catch the latest moves, mandates, and fund closings across the fundraising world.

]]> In this episode of the Dakota Fundraising News Podcast, Konch and Matt Marino discuss notable industry job moves, including Christina Kopec Rooney's appointment as head of US wealth at Wellington, Sona Menon joining Morgan Stanley to lead its $184B OCIO platform, and Hannah Menachem joining the North Carolina Treasury Department's PE team. On the RIA front, LPL Financial makes waves with its $2.7B acquisition of Commonwealth Financial Network, and NewEdge Securities brings on a $1.4B team from Merrill Lynch. Institutional updates include new search activity from INPRS and Cambridge Retirement, plus fresh commitments from IMRF, Texas CDRS, and Japan Investment Corporation. EQT Infrastructure VI also closed at €21.5B, exceeding its target. Catch the latest moves, mandates, and fund closings across the fundraising world.

]]> Dakota Team Buzzsprout-16904641 Wed, 02 Apr 2025 10:00:00 -0400 739 full false The Dakota Research Podcast Episode #8: Early-Stage VC, Turn/River & Google’s $32B Wiz Deal The Dakota Research Podcast Episode #8: Early-Stage VC, Turn/River & Google’s $32B Wiz Deal In Episode 8 of the Dakota Research Podcast, we unpack the latest in private equity—from fundraising momentum and major deal activity to key personnel shifts. Highlights include Turn/River’s $2.5B fund close, Google’s $32B acquisition of Wiz, and Blue Owl’s new family capital initiative. This episode also dives into early-stage venture capital: what it is, why it matters, and how deals are structured. Plus, we spotlight trends shaping the VC landscape and share upcoming funds in market.

Tired of fragmented data slowing you down? Book a demo of Dakota Research to centralize critical investment data and intelligence to simplify your decision-making process.


]]> In Episode 8 of the Dakota Research Podcast, we unpack the latest in private equity—from fundraising momentum and major deal activity to key personnel shifts. Highlights include Turn/River’s $2.5B fund close, Google’s $32B acquisition of Wiz, and Blue Owl’s new family capital initiative. This episode also dives into early-stage venture capital: what it is, why it matters, and how deals are structured. Plus, we spotlight trends shaping the VC landscape and share upcoming funds in market.

Tired of fragmented data slowing you down? Book a demo of Dakota Research to centralize critical investment data and intelligence to simplify your decision-making process.


]]> Dakota Team Buzzsprout-16875590 Fri, 28 Mar 2025 11:00:00 -0400 2695 full false CalPERS, Focus Financial, Real Assets/US Small Cap RFPs, Absolute Return Hires CalPERS, Focus Financial, Real Assets/US Small Cap RFPs, Absolute Return Hires In this episode of the Dakota Fundraising News Podcast, Pat and Konch cover job moves across the investment landscape, including CalPERS Deputy CIO Dan Bienvenue departing to join General Atlantic, Genan Kirby joining Iowa State Bank, and Nick Schwartzetel moving from HarbourVest to CIBC Private Wealth. On the RIA front, Focus Financial is reportedly in talks to acquire $10B Churchill Management, Raymond James added $365M advisor Jason Torrey-Payne, and Waverly Advisors expanded its northeast presence with the addition of Baltimore-based GGM Wealth Advisors. On the institutional side, Iowa PERS selected five absolute return managers, Ohio STRS approved a revised asset allocation with a boost to private credit and liquid alts, and Michigan made fresh commitments across private equity, hedge funds, and infrastructure. 

Catch the latest activity in public fund investing, RIA consolidation, and personnel updates—all in one place.

]]> In this episode of the Dakota Fundraising News Podcast, Pat and Konch cover job moves across the investment landscape, including CalPERS Deputy CIO Dan Bienvenue departing to join General Atlantic, Genan Kirby joining Iowa State Bank, and Nick Schwartzetel moving from HarbourVest to CIBC Private Wealth. On the RIA front, Focus Financial is reportedly in talks to acquire $10B Churchill Management, Raymond James added $365M advisor Jason Torrey-Payne, and Waverly Advisors expanded its northeast presence with the addition of Baltimore-based GGM Wealth Advisors. On the institutional side, Iowa PERS selected five absolute return managers, Ohio STRS approved a revised asset allocation with a boost to private credit and liquid alts, and Michigan made fresh commitments across private equity, hedge funds, and infrastructure. 

Catch the latest activity in public fund investing, RIA consolidation, and personnel updates—all in one place.

]]> Dakota Team Buzzsprout-16875778 Fri, 28 Mar 2025 10:00:00 -0400 571 full false Dakota Research Interview: Bluewater Dakota Research Interview: Bluewater In this episode of Dakota Research, Chris LeRoy talks with Frazer Blyth, Head of Investor Relations & Marketing at Bluewater Energy, about the firm’s global private equity strategy in the energy supply chain. Bluewater, with over 14 years of investing experience, focuses on industrials, specialist services, and key innovations driving efficiency, decarbonization, and energy security. Frazer shares insights into Bluewater’s investment approach, buy-and-build strategy, and international expansion, along with a look at Fund III and upcoming opportunities. Tune in for a deep dive into energy investment and the evolving supply chain.


Tired of fragmented data slowing you down? Book a demo of Dakota Research to centralize critical investment data and intelligence to simplify your decision-making process.


]]> In this episode of Dakota Research, Chris LeRoy talks with Frazer Blyth, Head of Investor Relations & Marketing at Bluewater Energy, about the firm’s global private equity strategy in the energy supply chain. Bluewater, with over 14 years of investing experience, focuses on industrials, specialist services, and key innovations driving efficiency, decarbonization, and energy security. Frazer shares insights into Bluewater’s investment approach, buy-and-build strategy, and international expansion, along with a look at Fund III and upcoming opportunities. Tune in for a deep dive into energy investment and the evolving supply chain.


Tired of fragmented data slowing you down? Book a demo of Dakota Research to centralize critical investment data and intelligence to simplify your decision-making process.


]]> Dakota Team Buzzsprout-16863457 Wed, 26 Mar 2025 10:00:00 -0400 1219 full false Morgan Stanley Hires, Consultant Hires & Searches, Fixed Income RFP, Private Infrastructure, Aviation Fund Morgan Stanley Hires, Consultant Hires & Searches, Fixed Income RFP, Private Infrastructure, Aviation Fund In this episode of the Dakota Fundraising News Podcast, Pat and Konch cover a wave of key job moves, including Ty Powers rejoining North Carolina’s Department of State Treasurer, Sona Menon being tapped to lead Morgan Stanley’s $184B OCIO unit, and Natalie Fitch joining the firm from Hamilton Lane. In RIA/FA M&A, Raymond James brings on $320M Biss Wealth Partners from Edward Jones, and RBC recruits a $300M UBS team in Las Vegas. Institutional updates include CalSTRS reappointing Meketa as its general investment consultant, upcoming search activity from Colorado PERA and Los Angeles Fire & Police, and $939M in new private market commitments by Pennsylvania SERS. Fundraising updates highlight Oakley Capital closing its €4.5B flagship buyout fund and Castlelake securing over $2B for its fifth aviation fund. 

Tune in for more insights on job changes, advisor moves, manager searches, and fundraising activity across the asset management landscape.

Tired of fragmented data slowing you down? Book a demo of Dakota Research to centralize critical investment data and intelligence to simplify your decision-making process.



]]> In this episode of the Dakota Fundraising News Podcast, Pat and Konch cover a wave of key job moves, including Ty Powers rejoining North Carolina’s Department of State Treasurer, Sona Menon being tapped to lead Morgan Stanley’s $184B OCIO unit, and Natalie Fitch joining the firm from Hamilton Lane. In RIA/FA M&A, Raymond James brings on $320M Biss Wealth Partners from Edward Jones, and RBC recruits a $300M UBS team in Las Vegas. Institutional updates include CalSTRS reappointing Meketa as its general investment consultant, upcoming search activity from Colorado PERA and Los Angeles Fire & Police, and $939M in new private market commitments by Pennsylvania SERS. Fundraising updates highlight Oakley Capital closing its €4.5B flagship buyout fund and Castlelake securing over $2B for its fifth aviation fund. 

Tune in for more insights on job changes, advisor moves, manager searches, and fundraising activity across the asset management landscape.

Tired of fragmented data slowing you down? Book a demo of Dakota Research to centralize critical investment data and intelligence to simplify your decision-making process.



]]> Dakota Team Buzzsprout-16863370 Wed, 26 Mar 2025 09:00:00 -0400 626 full false WEG $3B Acquisition, ACCESS Pool Direct Lending, Core Plus RE RFP, Lincoln Financial Private Market Funds. WEG $3B Acquisition, ACCESS Pool Direct Lending, Core Plus RE RFP, Lincoln Financial Private Market Funds. In this episode of the Dakota Fundraising News Podcast, Pat and Konch cover key industry updates, starting with the record-breaking $6.1 billion sale of the Boston Celtics and major job moves, including Erick Liu joining Russell Investments, Tracy Gage moving to Wilshire, and Belinda Curtis rejoining TelstraSuper. In RIA/FA M&A, Wealth Enhancement acquires $3B Marcum Wealth, Wells Fargo recruits a $540M team from Stifel, and Raymond James adds a $390M UBS advisor in Florida. Institutional updates feature ACCESS LGPS Pool hiring Arcmont and Golub Capital for senior secured direct lending mandates, Teachers Retirement System of Louisiana making new commitments to Oaktree and HPS, and Pompano Beach Police and Fire selecting Silvant Capital for large-cap growth equity. Fundraising news highlights Lincoln Financial launching two evergreen private market funds with Bain Capital and Partners Group, and Turn/River Capital closing a $2.5B private equity fund. 

Tune in for the latest insights in institutional and intermediary fundraising!

]]> In this episode of the Dakota Fundraising News Podcast, Pat and Konch cover key industry updates, starting with the record-breaking $6.1 billion sale of the Boston Celtics and major job moves, including Erick Liu joining Russell Investments, Tracy Gage moving to Wilshire, and Belinda Curtis rejoining TelstraSuper. In RIA/FA M&A, Wealth Enhancement acquires $3B Marcum Wealth, Wells Fargo recruits a $540M team from Stifel, and Raymond James adds a $390M UBS advisor in Florida. Institutional updates feature ACCESS LGPS Pool hiring Arcmont and Golub Capital for senior secured direct lending mandates, Teachers Retirement System of Louisiana making new commitments to Oaktree and HPS, and Pompano Beach Police and Fire selecting Silvant Capital for large-cap growth equity. Fundraising news highlights Lincoln Financial launching two evergreen private market funds with Bain Capital and Partners Group, and Turn/River Capital closing a $2.5B private equity fund. 

Tune in for the latest insights in institutional and intermediary fundraising!

]]> Dakota Team Buzzsprout-16835370 Fri, 21 Mar 2025 10:00:00 -0400 576 full false The Dakota Research Podcast Episode #7: Energy Investing in Focus – Private Capital & the Transition to Renewables The Dakota Research Podcast Episode #7: Energy Investing in Focus – Private Capital & the Transition to Renewables In this episode of The Dakota Research Podcast, the team dives into the latest private equity news, including major fundraising highlights, notable deals, and key personnel moves. A central focus is energy investing, featuring insights from Bluewater on how private markets are shaping the future of energy transition. The discussion covers investment pathways in renewables, battery storage, and nuclear energy, emphasizing private capital’s role in financing sustainable infrastructure. The episode also highlights regulatory shifts, M&A trends, and investor strategies for navigating market volatility. Closing with upcoming events, the episode offers actionable takeaways for industry professionals.


Tired of fragmented data slowing you down? Book a demo of Dakota Research to centralize critical investment data and intelligence to simplify your decision-making process.



]]> In this episode of The Dakota Research Podcast, the team dives into the latest private equity news, including major fundraising highlights, notable deals, and key personnel moves. A central focus is energy investing, featuring insights from Bluewater on how private markets are shaping the future of energy transition. The discussion covers investment pathways in renewables, battery storage, and nuclear energy, emphasizing private capital’s role in financing sustainable infrastructure. The episode also highlights regulatory shifts, M&A trends, and investor strategies for navigating market volatility. Closing with upcoming events, the episode offers actionable takeaways for industry professionals.


Tired of fragmented data slowing you down? Book a demo of Dakota Research to centralize critical investment data and intelligence to simplify your decision-making process.



]]> Dakota Team Buzzsprout-16858378 Fri, 21 Mar 2025 08:00:00 -0400 3101 full false Blue Owl, Stifel, US Small Cap RFP, Private Fund Investments, Infrastructure/Timberland Fund Updates Blue Owl, Stifel, US Small Cap RFP, Private Fund Investments, Infrastructure/Timberland Fund Updates In this episode of the Dakota Fundraising News Podcast, Pat and Konch cover key job moves, including Blake Shorthouse joining Blue Owl Capital as Global Head of Family Capital, Sam Anderson and Harris Baltch taking leadership roles at Dynasty Investment Bank, and Colin Simpson moving to Manulife as CFO. In RIA/FA M&A, LPL Financial acquires The Investment Center, adding $7B in assets, Integrated Partners expands with Prout Financial Design, and Kovitz acquires Transform Wealth, bringing in $3B in client assets. Institutional updates include Illinois Police Officers Pension Fund preparing a $390M RFP for small-cap equity managers and Mendocino County Employees’ Retirement selecting Artisan Partners for emerging markets equity. Fundraising news features Stafford Capital Partners closing a $1.04B timberland fund and Morgan Stanley raising $4.1B for North Haven Infrastructure Partners IV. 

Tune in for the latest in institutional and intermediary fundraising!

]]> In this episode of the Dakota Fundraising News Podcast, Pat and Konch cover key job moves, including Blake Shorthouse joining Blue Owl Capital as Global Head of Family Capital, Sam Anderson and Harris Baltch taking leadership roles at Dynasty Investment Bank, and Colin Simpson moving to Manulife as CFO. In RIA/FA M&A, LPL Financial acquires The Investment Center, adding $7B in assets, Integrated Partners expands with Prout Financial Design, and Kovitz acquires Transform Wealth, bringing in $3B in client assets. Institutional updates include Illinois Police Officers Pension Fund preparing a $390M RFP for small-cap equity managers and Mendocino County Employees’ Retirement selecting Artisan Partners for emerging markets equity. Fundraising news features Stafford Capital Partners closing a $1.04B timberland fund and Morgan Stanley raising $4.1B for North Haven Infrastructure Partners IV. 

Tune in for the latest in institutional and intermediary fundraising!

]]> Dakota Team Buzzsprout-16822473 Wed, 19 Mar 2025 09:00:00 -0400 676 full false The Dakota Research Podcast Episode #6: Lower Middle Market Buyouts – Strategies, Risks & Opportunities The Dakota Research Podcast Episode #6: Lower Middle Market Buyouts – Strategies, Risks & Opportunities In this episode of The Dakota Research Podcast, the team explores the latest private equity news, highlighting major fundraising rounds, notable acquisitions, and key industry moves. The discussion centers on lower middle market (LMM) buyouts, featuring insights from Eden Capital. The conversation covers the appeal of LMM investments, including valuation arbitrage, buy-and-build opportunities, and operational enhancements. The episode also examines investment risks, mitigation strategies, and exit options for private equity firms in this sector. Concluding with upcoming events, this episode provides actionable insights for investors navigating the LMM landscape.

]]> In this episode of The Dakota Research Podcast, the team explores the latest private equity news, highlighting major fundraising rounds, notable acquisitions, and key industry moves. The discussion centers on lower middle market (LMM) buyouts, featuring insights from Eden Capital. The conversation covers the appeal of LMM investments, including valuation arbitrage, buy-and-build opportunities, and operational enhancements. The episode also examines investment risks, mitigation strategies, and exit options for private equity firms in this sector. Concluding with upcoming events, this episode provides actionable insights for investors navigating the LMM landscape.

]]> Dakota Team Buzzsprout-16858475 Fri, 14 Mar 2025 08:00:00 -0400 3565 full false Abu Dhabi Investment Council, LPL Additions, Fixed Income RFP, Brookfield's $1B Fundraise Abu Dhabi Investment Council, LPL Additions, Fixed Income RFP, Brookfield's $1B Fundraise In this episode of the Dakota Fundraising News Podcast, Pat and Konch cover key job moves, including Ben Meng's appointment as Head of Investment Portfolio Management at CPP Investments, David Vickers becoming CIO at Windmill Hill Asset Management, and Sholton Davidson joining Abu Dhabi Investment Council. In RIA/FA M&A, LPL Financial acquires The Investment Center, adding $7B in assets, expands with a four-advisor team via Carnegie Private Wealth, and recruits Charles Kraft from Wells Fargo. Institutional updates highlight consultant searches at Worcester Retirement System and Quincy Retirement System’s $62M in private market commitments. Fundraising news features Brookfield Asset Management closing its first middle-market infrastructure fund at $1B. 

Tune in for the latest in institutional and intermediary fundraising!

]]> In this episode of the Dakota Fundraising News Podcast, Pat and Konch cover key job moves, including Ben Meng's appointment as Head of Investment Portfolio Management at CPP Investments, David Vickers becoming CIO at Windmill Hill Asset Management, and Sholton Davidson joining Abu Dhabi Investment Council. In RIA/FA M&A, LPL Financial acquires The Investment Center, adding $7B in assets, expands with a four-advisor team via Carnegie Private Wealth, and recruits Charles Kraft from Wells Fargo. Institutional updates highlight consultant searches at Worcester Retirement System and Quincy Retirement System’s $62M in private market commitments. Fundraising news features Brookfield Asset Management closing its first middle-market infrastructure fund at $1B. 

Tune in for the latest in institutional and intermediary fundraising!

]]> Dakota Team Buzzsprout-16788198 Fri, 14 Mar 2025 08:00:00 -0400 558 full false Abu Dhabi CIO, CalSTRS Consultant, Six New Investment RFPs, 2025 Private Market Plans Abu Dhabi CIO, CalSTRS Consultant, Six New Investment RFPs, 2025 Private Market Plans In this episode of the Dakota Fundraising News Podcast, Pat and Konch cover notable job changes, including Reid Spears joining Texas Permanent School Fund as Senior Investment Officer for Private Credit, Bryan Pinedo moving to Jefferies Prime Brokerage, and Innes McKeand transitioning to Abu Dhabi Investment Authority as Chief Investment Officer for Equities. In RIA/FA M&A, Apella Wealth acquires Marrella Private Wealth, Americana Partners expands with the acquisition of $2B Boulevard Family Wealth, and HUB International recruits advisors Steve Glasgow and Jordan Sibler in Nashville. Institutional updates include investment consultant searches at CalSTRS and TRS of Illinois, private equity commitment pacing at LA Water & Power, and private markets investments at San Francisco Employees Retirement System. Fundraising highlights feature Eurazeo surpassing €3B for its latest mid-large buyout fund. 

Tune in for the latest in institutional and intermediary fundraising!

]]> In this episode of the Dakota Fundraising News Podcast, Pat and Konch cover notable job changes, including Reid Spears joining Texas Permanent School Fund as Senior Investment Officer for Private Credit, Bryan Pinedo moving to Jefferies Prime Brokerage, and Innes McKeand transitioning to Abu Dhabi Investment Authority as Chief Investment Officer for Equities. In RIA/FA M&A, Apella Wealth acquires Marrella Private Wealth, Americana Partners expands with the acquisition of $2B Boulevard Family Wealth, and HUB International recruits advisors Steve Glasgow and Jordan Sibler in Nashville. Institutional updates include investment consultant searches at CalSTRS and TRS of Illinois, private equity commitment pacing at LA Water & Power, and private markets investments at San Francisco Employees Retirement System. Fundraising highlights feature Eurazeo surpassing €3B for its latest mid-large buyout fund. 

Tune in for the latest in institutional and intermediary fundraising!

]]> Dakota Team Buzzsprout-16779280 Wed, 12 Mar 2025 09:00:00 -0400 753 full false The Dakota Research Podcast Episode #5: Private Equity Plays in Sports – Media, Franchises & the Future of Fan Engagement The Dakota Research Podcast Episode #5: Private Equity Plays in Sports – Media, Franchises & the Future of Fan Engagement In this episode of The Dakota Research Podcast, the team covers the latest private equity news, featuring major fundraising rounds, deals, and industry shifts. The main discussion focuses on investing in sports, exploring the increasing role of institutional investors in major leagues and the expansion of private equity in sports franchises. Topics include media rights, sponsorship trends, and the rise of women’s sports as a major investment opportunity. The episode also examines emerging segments like youth sports, sports betting, and technology-driven fan engagement. Closing with upcoming events, the discussion provides actionable insights for investors.

]]> In this episode of The Dakota Research Podcast, the team covers the latest private equity news, featuring major fundraising rounds, deals, and industry shifts. The main discussion focuses on investing in sports, exploring the increasing role of institutional investors in major leagues and the expansion of private equity in sports franchises. Topics include media rights, sponsorship trends, and the rise of women’s sports as a major investment opportunity. The episode also examines emerging segments like youth sports, sports betting, and technology-driven fan engagement. Closing with upcoming events, the discussion provides actionable insights for investors.

]]> Dakota Team Buzzsprout-17030155 Fri, 07 Mar 2025 15:00:00 -0500 2846 full false CAPTRUST Acquires $1.4B Charlotte RIA, International Equity RFPs & Investments, 400 Capital's $1.39B CAPTRUST Acquires $1.4B Charlotte RIA, International Equity RFPs & Investments, 400 Capital's $1.39B In this episode of the Dakota Fundraising News Podcast, Pat and Konch cover key job changes, including Terri Sanchez retiring from PA PSERS, Matt Marshall joining Mass PRIM as a Private Equity Investment Officer, and Jimmy Ross moving to Aon as a Senior Investment Consultant. In RIA/FA M&A, Mariner Wealth Advisors acquires $730M Ocean Heights Advisors, CAPTRUST picks up Carolinas Investment Consulting, and LPL Financial recruits the $250M Shorepoint Wealth team from Wells Fargo. Institutional updates include international equity manager searches at Oakland Police and Fire Retirement System and Alameda County Employees Retirement Association, while Rhode Island State Pension commits $51M to BPEA Private Equity Fund IX. Fundraising highlights feature BlackRock’s Global Infrastructure Partners Fund V nearing its $25B target and 400 Capital closing its fourth private credit fund at $1.39B. 

Tune in for the latest in institutional and intermediary fundraising!

]]> In this episode of the Dakota Fundraising News Podcast, Pat and Konch cover key job changes, including Terri Sanchez retiring from PA PSERS, Matt Marshall joining Mass PRIM as a Private Equity Investment Officer, and Jimmy Ross moving to Aon as a Senior Investment Consultant. In RIA/FA M&A, Mariner Wealth Advisors acquires $730M Ocean Heights Advisors, CAPTRUST picks up Carolinas Investment Consulting, and LPL Financial recruits the $250M Shorepoint Wealth team from Wells Fargo. Institutional updates include international equity manager searches at Oakland Police and Fire Retirement System and Alameda County Employees Retirement Association, while Rhode Island State Pension commits $51M to BPEA Private Equity Fund IX. Fundraising highlights feature BlackRock’s Global Infrastructure Partners Fund V nearing its $25B target and 400 Capital closing its fourth private credit fund at $1.39B. 

Tune in for the latest in institutional and intermediary fundraising!

]]> Dakota Team Buzzsprout-16751363 Fri, 07 Mar 2025 09:00:00 -0500 618 full false Cetera Acquires CFGS, LACERS Consultant, Chicago Teachers' Fixed Income RFP, Bank Loan Allocations, Sports Investing. Cetera Acquires CFGS, LACERS Consultant, Chicago Teachers' Fixed Income RFP, Bank Loan Allocations, Sports Investing. In this episode of the Dakota Fundraising News Podcast, Pat and Konch cover key job changes, including JJ Figlin joining Evoke Advisors, Jack Wildermuth moving to Sendero Wealth Management, and Teddy Repko joining the sovereign wealth fund of the San Manuel Band of Mission Indians. In RIA/FA M&A, Cetera acquires Concourse Financial Group Securities, Raymond James recruits Edward Gallie from Wells Fargo, and LPL Financial secures a $400M team from Synovus. Institutional updates include private equity commitments from Los Angeles City Employees’ Retirement System and Massachusetts PRIM, while Wisconsin Board of Commissioners of Public Lands allocates $25M to PGIM Senior Loan Opportunities Fund II. Fundraising highlights feature CAZ Investments launching a new professional sports ownership fund, GCM Grosvenor closing a $615M co-investment fund, and Blackstone closing its $5.6B energy transition fund. 

Tune in for the latest in institutional and intermediary fundraising!

]]> In this episode of the Dakota Fundraising News Podcast, Pat and Konch cover key job changes, including JJ Figlin joining Evoke Advisors, Jack Wildermuth moving to Sendero Wealth Management, and Teddy Repko joining the sovereign wealth fund of the San Manuel Band of Mission Indians. In RIA/FA M&A, Cetera acquires Concourse Financial Group Securities, Raymond James recruits Edward Gallie from Wells Fargo, and LPL Financial secures a $400M team from Synovus. Institutional updates include private equity commitments from Los Angeles City Employees’ Retirement System and Massachusetts PRIM, while Wisconsin Board of Commissioners of Public Lands allocates $25M to PGIM Senior Loan Opportunities Fund II. Fundraising highlights feature CAZ Investments launching a new professional sports ownership fund, GCM Grosvenor closing a $615M co-investment fund, and Blackstone closing its $5.6B energy transition fund. 

Tune in for the latest in institutional and intermediary fundraising!

]]> Dakota Team Buzzsprout-16739508 Wed, 05 Mar 2025 11:00:00 -0500 621 full false The Dakota Research Podcast Episode #4: Infrastructure Investing & Private Fund Trends – M&A, Earnings & Market Shifts The Dakota Research Podcast Episode #4: Infrastructure Investing & Private Fund Trends – M&A, Earnings & Market Shifts The Dakota Research Podcast explores key private fund trends. The episode begins with private equity news, covering earnings, fundraising highlights, mergers and acquisitions, portfolio company updates, and industry job changes. The deep dive segment focuses on infrastructure, analyzing investment trends and market shifts. The final segment provides insights and action items, including upcoming events, recent industry notes, and a Q&A session to address audience questions. The discussion highlights major M&A activity and portfolio company developments, offering valuable takeaways for professionals in the private fund and allocator space.

]]> The Dakota Research Podcast explores key private fund trends. The episode begins with private equity news, covering earnings, fundraising highlights, mergers and acquisitions, portfolio company updates, and industry job changes. The deep dive segment focuses on infrastructure, analyzing investment trends and market shifts. The final segment provides insights and action items, including upcoming events, recent industry notes, and a Q&A session to address audience questions. The discussion highlights major M&A activity and portfolio company developments, offering valuable takeaways for professionals in the private fund and allocator space.

]]> Dakota Team Buzzsprout-16710897 Fri, 28 Feb 2025 12:00:00 -0500 2655 full false Cetera Acquires CFGS, LACERS Consultant, Chicago Teachers' Fixed Income RFP, Bank Loan Allocations, Sports Investing. Cetera Acquires CFGS, LACERS Consultant, Chicago Teachers' Fixed Income RFP, Bank Loan Allocations, Sports Investing. In this episode of the Dakota Fundraising News Podcast, Pat and Konch cover key job changes, including JJ Figlin joining Evoke Advisors, Jack Wildermuth moving to Sendero Wealth Management, and Teddy Repko joining the sovereign wealth fund of the San Manuel Band of Mission Indians. In RIA/FA M&A, Cetera acquires Concourse Financial Group Securities, Raymond James recruits Edward Gallie from Wells Fargo, and LPL Financial secures a $400M team from Synovus. Institutional updates include private equity commitments from Los Angeles City Employees’ Retirement System and Massachusetts PRIM, while Wisconsin Board of Commissioners of Public Lands allocates $25M to PGIM Senior Loan Opportunities Fund II. Fundraising highlights feature CAZ Investments launching a new professional sports ownership fund, GCM Grosvenor closing a $615M co-investment fund, and Blackstone closing its $5.6B energy transition fund. 

Tune in for the latest in institutional and intermediary fundraising!

]]> In this episode of the Dakota Fundraising News Podcast, Pat and Konch cover key job changes, including JJ Figlin joining Evoke Advisors, Jack Wildermuth moving to Sendero Wealth Management, and Teddy Repko joining the sovereign wealth fund of the San Manuel Band of Mission Indians. In RIA/FA M&A, Cetera acquires Concourse Financial Group Securities, Raymond James recruits Edward Gallie from Wells Fargo, and LPL Financial secures a $400M team from Synovus. Institutional updates include private equity commitments from Los Angeles City Employees’ Retirement System and Massachusetts PRIM, while Wisconsin Board of Commissioners of Public Lands allocates $25M to PGIM Senior Loan Opportunities Fund II. Fundraising highlights feature CAZ Investments launching a new professional sports ownership fund, GCM Grosvenor closing a $615M co-investment fund, and Blackstone closing its $5.6B energy transition fund. 

Tune in for the latest in institutional and intermediary fundraising!

]]> Dakota Team Buzzsprout-16710797 Fri, 28 Feb 2025 12:00:00 -0500 687 full false Rockefeller, UBS, LPL Teams, RE & Fixed Income Search Selections, Schroders LTAF Rockefeller, UBS, LPL Teams, RE & Fixed Income Search Selections, Schroders LTAF In this episode of the Dakota Fundraising News Podcast, Pat and Konch cover key job changes, including Nick Brandt joining Fifth Third Bank, Katherine Fackler moving to CALSTRs, and Leor Solomon joining Partners Federal Credit Union. In RIA/FA M&A, Rockefeller Capital Management adds Meyer DeMartini Wealth Partners, UBS recruits an $880M Denver team from Cresset, and LPL Financial secures a $900M team from Raymond James. Institutional updates include private credit searches from Miami Beach Fire & Police and Chicago Firemen’s Fund, while Washington State Investment Board commits $220M to Centerbridge Special Credit Partners V. Fundraising highlights feature Schroders Capital’s £500M UK Innovation LTAF, Bonfire Ventures’ $245M flagship fund, and Cherryrock Capital closing its debut $172M VC fund. 

Tune in for the latest in institutional and intermediary fundraising!

]]> In this episode of the Dakota Fundraising News Podcast, Pat and Konch cover key job changes, including Nick Brandt joining Fifth Third Bank, Katherine Fackler moving to CALSTRs, and Leor Solomon joining Partners Federal Credit Union. In RIA/FA M&A, Rockefeller Capital Management adds Meyer DeMartini Wealth Partners, UBS recruits an $880M Denver team from Cresset, and LPL Financial secures a $900M team from Raymond James. Institutional updates include private credit searches from Miami Beach Fire & Police and Chicago Firemen’s Fund, while Washington State Investment Board commits $220M to Centerbridge Special Credit Partners V. Fundraising highlights feature Schroders Capital’s £500M UK Innovation LTAF, Bonfire Ventures’ $245M flagship fund, and Cherryrock Capital closing its debut $172M VC fund. 

Tune in for the latest in institutional and intermediary fundraising!

]]> Dakota Team Buzzsprout-16699496 Wed, 26 Feb 2025 16:00:00 -0500 672 full false Ohio STRS CIO, Creative Planning, Fixed Income RFPs, Recent Allocations, Polen Capital's Abu Dhabi Expansion Ohio STRS CIO, Creative Planning, Fixed Income RFPs, Recent Allocations, Polen Capital's Abu Dhabi Expansion In this episode of the Dakota Fundraising News Podcast, Pat and Konch cover top job changes, including Per Franzen’s appointment as CEO of EQT and Aaron DiCenzo stepping in as interim CIO for Ohio STRS. In RIA/FA M&A, Rise Growth Partners makes a strategic investment in Grimes & Company, and Creative Planning acquires Maxwell Wealth Strategies. Institutional updates feature new searches from SURS Illinois and Chicago LABF, along with recent commitments from Louisiana State Employees Retirement System and West Palm Beach Police Pension Fund. Fundraising highlights include Neuberger Berman’s $1.6B specialty finance fund and Madison River Capital closing its first institutional fund at $370M.

Tune in for the latest in institutional and intermediary fundraising!

]]> In this episode of the Dakota Fundraising News Podcast, Pat and Konch cover top job changes, including Per Franzen’s appointment as CEO of EQT and Aaron DiCenzo stepping in as interim CIO for Ohio STRS. In RIA/FA M&A, Rise Growth Partners makes a strategic investment in Grimes & Company, and Creative Planning acquires Maxwell Wealth Strategies. Institutional updates feature new searches from SURS Illinois and Chicago LABF, along with recent commitments from Louisiana State Employees Retirement System and West Palm Beach Police Pension Fund. Fundraising highlights include Neuberger Berman’s $1.6B specialty finance fund and Madison River Capital closing its first institutional fund at $370M.

Tune in for the latest in institutional and intermediary fundraising!

]]> Dakota Team Buzzsprout-16746466 Fri, 21 Feb 2025 08:00:00 -0500 945 full false Dakota Research Podcast Episode #3: Evergreen Funds & the Future of Private Market Access Dakota Research Podcast Episode #3: Evergreen Funds & the Future of Private Market Access In this episode of The Dakota Research Podcast, the team reviews key private equity news, including earnings reports, major fundraising efforts, and notable corporate moves. The discussion centers on evergreen funds, exploring their perpetual structure, liquidity advantages, and growing adoption among institutional and retail investors. The episode highlights different types of evergreen funds, including business development companies (BDCs), interval funds, and tender offer funds, and examines their role in private credit, real estate, and alternative investments. Closing with market trends and upcoming events, the episode provides valuable insights into this evolving investment structure.

]]> In this episode of The Dakota Research Podcast, the team reviews key private equity news, including earnings reports, major fundraising efforts, and notable corporate moves. The discussion centers on evergreen funds, exploring their perpetual structure, liquidity advantages, and growing adoption among institutional and retail investors. The episode highlights different types of evergreen funds, including business development companies (BDCs), interval funds, and tender offer funds, and examines their role in private credit, real estate, and alternative investments. Closing with market trends and upcoming events, the episode provides valuable insights into this evolving investment structure.

]]> Dakota Team Buzzsprout-17030127 Thu, 20 Feb 2025 00:00:00 -0500 2675 full false Adams Street International Expansion, Bluespring Acquisition, PSG & KRR Adams Street International Expansion, Bluespring Acquisition, PSG & KRR In this episode, Pat and Konch break down the latest industry updates, including Adams Street’s expansion into Canada and key job moves at Whale Rock Point Partners and Harbor Capital. In RIA/FA M&A, LPL adds a $300M Ameriprise team, Bluespring acquires Reliant Wealth Planning ($560M AUM), and Stolper Asset Management merges with DCH Financial. Institutional highlights include new manager searches, Kern County’s $345M private markets plan, and Florida SBA’s $1.3B Q4 commitments. Plus, fundraising news from PSG ($8B raised) and KKR’s $14B North America buyout fund.

Tune in for the latest in fundraising and investment trends!

]]> In this episode, Pat and Konch break down the latest industry updates, including Adams Street’s expansion into Canada and key job moves at Whale Rock Point Partners and Harbor Capital. In RIA/FA M&A, LPL adds a $300M Ameriprise team, Bluespring acquires Reliant Wealth Planning ($560M AUM), and Stolper Asset Management merges with DCH Financial. Institutional highlights include new manager searches, Kern County’s $345M private markets plan, and Florida SBA’s $1.3B Q4 commitments. Plus, fundraising news from PSG ($8B raised) and KKR’s $14B North America buyout fund.

Tune in for the latest in fundraising and investment trends!

]]> Dakota Team Buzzsprout-16703325 Mon, 17 Feb 2025 08:00:00 -0500 669 full false Dakota Research Podcast Episode #2: Investing in Healthcare – PE Trends, Sub-Sectors & the Future of Health Tech Dakota Research Podcast Episode #2: Investing in Healthcare – PE Trends, Sub-Sectors & the Future of Health Tech In this episode of The Dakota Research Podcast, the team covers the latest private equity news, including key earnings reports, fundraising activity, and notable deals. The main discussion focuses on healthcare investment opportunities within private markets, highlighting key sub-sectors such as healthcare services, biotech, medical devices, and health tech. The episode explores major private equity and venture capital players in healthcare, investment trends, and technological disruptions shaping the sector. Additionally, the team examines M&A activity, regulatory impacts, and the future outlook for healthcare investments. Closing with upcoming events, the episode offers actionable insights for investors.

]]> In this episode of The Dakota Research Podcast, the team covers the latest private equity news, including key earnings reports, fundraising activity, and notable deals. The main discussion focuses on healthcare investment opportunities within private markets, highlighting key sub-sectors such as healthcare services, biotech, medical devices, and health tech. The episode explores major private equity and venture capital players in healthcare, investment trends, and technological disruptions shaping the sector. Additionally, the team examines M&A activity, regulatory impacts, and the future outlook for healthcare investments. Closing with upcoming events, the episode offers actionable insights for investors.

]]> Dakota Team Buzzsprout-17030107 Thu, 13 Feb 2025 00:00:00 -0500 2932 full false Meketa Public Markets Director, Wells Fargo Recruits $1.6B Team, Houston Police's $555M Commitment Plan, Hamilton Lane Closes Venture Fund Meketa Public Markets Director, Wells Fargo Recruits $1.6B Team, Houston Police's $555M Commitment Plan, Hamilton Lane Closes Venture Fund In this episode of the Dakota Fundraising News Podcast, Pat and Konch cover key job moves, including Erika Olson joining Meketa as Director of Public Markets Manager Research and Ken Mathieson moving to US Capital Wealth Advisors. In RIA/FA M&A, Wells Fargo recruits the $1.6B Broadleaf Wealth Management Group from UBS, Sanctuary Wealth adds $200M NewSpring Wealth Partners, and Bryn Mawr Trust expands with a four-member team from Truist. Institutional updates feature pension fund searches and commitments, including San Francisco Employees Retirement System and Teacher Retirement System of Texas. Fundraising highlights include Longshore Capital closing Fund II at $325M and Hamilton Lane surpassing its target with a $615.3M venture fund.

Tune in for the latest in institutional and intermediary fundraising!

]]> In this episode of the Dakota Fundraising News Podcast, Pat and Konch cover key job moves, including Erika Olson joining Meketa as Director of Public Markets Manager Research and Ken Mathieson moving to US Capital Wealth Advisors. In RIA/FA M&A, Wells Fargo recruits the $1.6B Broadleaf Wealth Management Group from UBS, Sanctuary Wealth adds $200M NewSpring Wealth Partners, and Bryn Mawr Trust expands with a four-member team from Truist. Institutional updates feature pension fund searches and commitments, including San Francisco Employees Retirement System and Teacher Retirement System of Texas. Fundraising highlights include Longshore Capital closing Fund II at $325M and Hamilton Lane surpassing its target with a $615.3M venture fund.

Tune in for the latest in institutional and intermediary fundraising!

]]> Dakota Team Buzzsprout-16703350 Wed, 12 Feb 2025 08:00:00 -0500 643 full false Commonfund Deputy CIO, Rockefeller's New $1B Team, Fixed Income Search Finalists, Pension Allocations, Pearl Energy's Near $1B Fundraise Commonfund Deputy CIO, Rockefeller's New $1B Team, Fixed Income Search Finalists, Pension Allocations, Pearl Energy's Near $1B Fundraise In this episode of the Dakota Fundraising News Podcast, Pat and Konch cover major job changes, including Julia Mord joining Commonfund as Deputy CIO and Spencer Comeaux moving to ERS of Texas. They highlight RIA/FA M&A activity, including Cetera’s recruitment of a $250M White Plains team and Rockefeller’s addition of a $1B team from Janney. Institutional updates feature pension fund searches, private credit strategies, and recent commitments from Fresno County Employees’ Retirement Association and Hollywood Police Officers’ Retirement System. Fundraising news includes Mayfair Equity Partners closing a £500M growth fund and Pearl Energy Investments hitting its $999.9M hard cap.

Tune in for the latest insights in institutional and intermediary fundraising!

]]> In this episode of the Dakota Fundraising News Podcast, Pat and Konch cover major job changes, including Julia Mord joining Commonfund as Deputy CIO and Spencer Comeaux moving to ERS of Texas. They highlight RIA/FA M&A activity, including Cetera’s recruitment of a $250M White Plains team and Rockefeller’s addition of a $1B team from Janney. Institutional updates feature pension fund searches, private credit strategies, and recent commitments from Fresno County Employees’ Retirement Association and Hollywood Police Officers’ Retirement System. Fundraising news includes Mayfair Equity Partners closing a £500M growth fund and Pearl Energy Investments hitting its $999.9M hard cap.

Tune in for the latest insights in institutional and intermediary fundraising!

]]> Dakota Team Buzzsprout-16703362 Fri, 07 Feb 2025 08:00:00 -0500 645 full false Dakota Research Podcast Episode #1: Secondaries, Consumer Deals & Private Market Growth Trends Dakota Research Podcast Episode #1: Secondaries, Consumer Deals & Private Market Growth Trends The Dakota Research Podcast, with Pat Tighe and Chris LeRoy, covers key trends in the private fund space. The episode starts with private equity news, including earnings, fundraising highlights, major deals, and industry job changes. The deep dive segment focuses on the growth of secondaries. Discussion includes market cap reporting from Blackstone, KKR, and Apollo, as well as real estate and infrastructure growth. Notable deals include consumer brands like Spindrift, Boston Beer, and Pete’s Coffee. The episode concludes with insights on industry movements and upcoming webinars and networking events, followed by a Q&A session addressing listener questions and market updates.

]]> The Dakota Research Podcast, with Pat Tighe and Chris LeRoy, covers key trends in the private fund space. The episode starts with private equity news, including earnings, fundraising highlights, major deals, and industry job changes. The deep dive segment focuses on the growth of secondaries. Discussion includes market cap reporting from Blackstone, KKR, and Apollo, as well as real estate and infrastructure growth. Notable deals include consumer brands like Spindrift, Boston Beer, and Pete’s Coffee. The episode concludes with insights on industry movements and upcoming webinars and networking events, followed by a Q&A session addressing listener questions and market updates.

]]> Dakota Team Buzzsprout-16709918 Thu, 06 Feb 2025 08:00:00 -0500 2613 full false Cogenuity Partners' Raise, LegalSuper Job Change and LPL is at it again Cogenuity Partners' Raise, LegalSuper Job Change and LPL is at it again In this episode, Pat and Konch cover major industry updates, including leadership moves at Focus Partners Wealth, Legalsuper, and Finvia Family Office. On the RIA/FA M&A front, LPL adds a $600M Charter Oak team, and Pinnacle Financial expands with new advisors. Institutional highlights include Florida SBA’s $1.3B in Q4 alternative fund commitments, Oregon PERS’s private equity pacing plan, and new real estate debt managers for Massachusetts Water Resources Authority. Plus, we discuss Jefferies’ third private credit fund and Cogenuity Partners’ $425M debut fund.

Tune in for all the latest in fundraising and investment trends!

]]> In this episode, Pat and Konch cover major industry updates, including leadership moves at Focus Partners Wealth, Legalsuper, and Finvia Family Office. On the RIA/FA M&A front, LPL adds a $600M Charter Oak team, and Pinnacle Financial expands with new advisors. Institutional highlights include Florida SBA’s $1.3B in Q4 alternative fund commitments, Oregon PERS’s private equity pacing plan, and new real estate debt managers for Massachusetts Water Resources Authority. Plus, we discuss Jefferies’ third private credit fund and Cogenuity Partners’ $425M debut fund.

Tune in for all the latest in fundraising and investment trends!

]]> Dakota Team Buzzsprout-16703366 Wed, 05 Feb 2025 08:00:00 -0500 804 full false Brightside Joins Pitcairn, CIO Hires, Sequoia Acquires $3.8B Carlson Capital, Consultant Updates, SCV RFP, NM SIC's $700M Private Credit Plan Brightside Joins Pitcairn, CIO Hires, Sequoia Acquires $3.8B Carlson Capital, Consultant Updates, SCV RFP, NM SIC's $700M Private Credit Plan In this episode of the Dakota Fundraising News Podcast, Pat and Konch cover the latest industry moves, including key job changes at Hawthorn Bank, Johns Hopkins University, and the Council on Foreign Relations. They dive into major RIA/FA M&A deals, including Sequoia Financial’s $3.8B acquisition of Carlson Capital and LPL’s recruitment of a $1B LA Metro team. Institutional updates feature pension fund searches, private credit strategies, and recent commitments from major investors like New Mexico SIC and Vermont Pension Investment Committee. Plus, fundraising highlights include Blue Sage Capital’s $618M fund close and Colesco’s €800M climate debt fund launch.

Tune in for the latest insights in institutional and intermediary fundraising!

]]> In this episode of the Dakota Fundraising News Podcast, Pat and Konch cover the latest industry moves, including key job changes at Hawthorn Bank, Johns Hopkins University, and the Council on Foreign Relations. They dive into major RIA/FA M&A deals, including Sequoia Financial’s $3.8B acquisition of Carlson Capital and LPL’s recruitment of a $1B LA Metro team. Institutional updates feature pension fund searches, private credit strategies, and recent commitments from major investors like New Mexico SIC and Vermont Pension Investment Committee. Plus, fundraising highlights include Blue Sage Capital’s $618M fund close and Colesco’s €800M climate debt fund launch.

Tune in for the latest insights in institutional and intermediary fundraising!

]]> Dakota Team Buzzsprout-16703373 Fri, 31 Jan 2025 08:00:00 -0500 895 full false PSP Investments CIO, Focus Financial $4.1B Seattle Team, PE Consultant RFP, Hedge Fund Search Finalists, 2025 Investment Plans, Grosvenor Emerging Manager Fund PSP Investments CIO, Focus Financial $4.1B Seattle Team, PE Consultant RFP, Hedge Fund Search Finalists, 2025 Investment Plans, Grosvenor Emerging Manager Fund In this episode of the Dakota Fundraising News Podcast, Pat and Konch cover updates across job changes, RIA/FA M&A, institutional coverage, and fundraising. Highlights include Patrick Charbonneau being named CIO of PSP Investments, Jeffrey Chang joining NYU as Managing Director of Investments, and Christopher Wolfe becoming President and CIO at Pennington Partners & Co. In M&A, Focus Financial acquired $4.16B Seattle RIA Merriman Wealth, and Compound Planning recruited four advisors with 50 years of combined experience. Institutional updates feature Boston Retirement System’s hedge fund search, Connecticut Retirement Plans’ $6.75B 2025 pacing plan, and recent commitments like $250M to Strategic Value Special Situations Fund VI. Fundraising news includes Fengate closing its fourth infrastructure fund at $1.1B and GCM Grosvenor raising $800M for its first Emerging Managers Fund. 

Stay tuned for more insights in upcoming episodes!

]]> In this episode of the Dakota Fundraising News Podcast, Pat and Konch cover updates across job changes, RIA/FA M&A, institutional coverage, and fundraising. Highlights include Patrick Charbonneau being named CIO of PSP Investments, Jeffrey Chang joining NYU as Managing Director of Investments, and Christopher Wolfe becoming President and CIO at Pennington Partners & Co. In M&A, Focus Financial acquired $4.16B Seattle RIA Merriman Wealth, and Compound Planning recruited four advisors with 50 years of combined experience. Institutional updates feature Boston Retirement System’s hedge fund search, Connecticut Retirement Plans’ $6.75B 2025 pacing plan, and recent commitments like $250M to Strategic Value Special Situations Fund VI. Fundraising news includes Fengate closing its fourth infrastructure fund at $1.1B and GCM Grosvenor raising $800M for its first Emerging Managers Fund. 

Stay tuned for more insights in upcoming episodes!

]]> Dakota Team Buzzsprout-16703391 Wed, 29 Jan 2025 08:00:00 -0500 629 full false LGPS CIO, LPL Recruits ATL Team, RE Debt Search, Private Fund Allocations, $3.6B Thoma Bravo Fund. LGPS CIO, LPL Recruits ATL Team, RE Debt Search, Private Fund Allocations, $3.6B Thoma Bravo Fund. In this episode of the Dakota Fundraising News Podcast, Pat and Konch cover key updates across job changes, RIA/FA M&A, institutional coverage, and fundraising. Highlights include Jeffrey Chang joining NYU’s Investment Office as Managing Director, Scott Poore becoming CIO at Kingswood Wealth Advisors, and Jenny Buck being named CIO of London LGPS CIV. In M&A news, Klingman & Associates brought on NYC-based advisor Lizzie Decarlo from UBS, LPL recruited a $385M team from Kestra in Atlanta, and Sanctuary Wealth secured a $700M Miami team from Truist. Institutional updates featured asset allocation shifts at Austin City Employees’ and Tulare County Employees’ Retirement Systems, alongside recent commitments from Oregon PERS ($650M across private equity and international equities) and Texas County & District Retirement System ($150M to Ares European Credit Strategies Fund X). Fundraising news included Thoma Bravo closing its third credit fund at $3.6B and Kline Hill Partners targeting $300M for its new private equity secondary fund. 

Stay tuned for more insights in upcoming episodes!

]]> In this episode of the Dakota Fundraising News Podcast, Pat and Konch cover key updates across job changes, RIA/FA M&A, institutional coverage, and fundraising. Highlights include Jeffrey Chang joining NYU’s Investment Office as Managing Director, Scott Poore becoming CIO at Kingswood Wealth Advisors, and Jenny Buck being named CIO of London LGPS CIV. In M&A news, Klingman & Associates brought on NYC-based advisor Lizzie Decarlo from UBS, LPL recruited a $385M team from Kestra in Atlanta, and Sanctuary Wealth secured a $700M Miami team from Truist. Institutional updates featured asset allocation shifts at Austin City Employees’ and Tulare County Employees’ Retirement Systems, alongside recent commitments from Oregon PERS ($650M across private equity and international equities) and Texas County & District Retirement System ($150M to Ares European Credit Strategies Fund X). Fundraising news included Thoma Bravo closing its third credit fund at $3.6B and Kline Hill Partners targeting $300M for its new private equity secondary fund. 

Stay tuned for more insights in upcoming episodes!

]]> Dakota Team Buzzsprout-16704447 Fri, 24 Jan 2025 08:00:00 -0500 556 full false Corient Acquires Geller, Search Finalists & Winners, Consultant RFPs, Pension Allocaitons Corient Acquires Geller, Search Finalists & Winners, Consultant RFPs, Pension Allocaitons In this episode of the Dakota Fundraising News Podcast, Pat and Konch highlight Dakota Research's launch and recent job changes, including Viktoras Vatinas joining Julius Baer as Head of Private Investments and Andre Koo Jr. founding K8 Capital, a hybrid venture capital and private credit firm in New York. In RIA/FA M&A updates, Corient Private Wealth acquired Geller & Company, adding $10.4B in assets, while RBC Wealth Management and Ashton Thomas Private Wealth expanded their teams with significant acquisitions. Institutional coverage featured the Miami Beach Fire & Police Pension Fund’s real estate manager search, Sewerage and Water Board of New Orleans’ recent equity and fixed income manager hires, and CCCERA’s RFP for investment consulting services. Investment updates included TCDRS committing $100M to Pathlight Capital Evergreen Fund and LACERS allocating over $200M across private equity, private credit, and real estate funds. Fundraising news highlighted Colbeck Capital closing its flagship fund at $700M, Sagard launching an evergreen private equity fund for Canadian investors, and Sky Island Capital surpassing its $225M target with a $300M close for its second private equity fund. 

Stay tuned for more institutional and fundraising insights in upcoming episodes!

]]> In this episode of the Dakota Fundraising News Podcast, Pat and Konch highlight Dakota Research's launch and recent job changes, including Viktoras Vatinas joining Julius Baer as Head of Private Investments and Andre Koo Jr. founding K8 Capital, a hybrid venture capital and private credit firm in New York. In RIA/FA M&A updates, Corient Private Wealth acquired Geller & Company, adding $10.4B in assets, while RBC Wealth Management and Ashton Thomas Private Wealth expanded their teams with significant acquisitions. Institutional coverage featured the Miami Beach Fire & Police Pension Fund’s real estate manager search, Sewerage and Water Board of New Orleans’ recent equity and fixed income manager hires, and CCCERA’s RFP for investment consulting services. Investment updates included TCDRS committing $100M to Pathlight Capital Evergreen Fund and LACERS allocating over $200M across private equity, private credit, and real estate funds. Fundraising news highlighted Colbeck Capital closing its flagship fund at $700M, Sagard launching an evergreen private equity fund for Canadian investors, and Sky Island Capital surpassing its $225M target with a $300M close for its second private equity fund. 

Stay tuned for more institutional and fundraising insights in upcoming episodes!

]]> Dakota Team Buzzsprout-16704438 Wed, 22 Jan 2025 08:00:00 -0500 783 full false Ardian Record Breaking Raise, Focus Financial, LAFPP Committments Ardian Record Breaking Raise, Focus Financial, LAFPP Committments In this episode, Pat and Konch dive into Ardian’s record-breaking $30B secondaries fund, the largest ever raised. They also discuss key leadership moves, including Anna Hammer’s appointment as CIO of AP2 and notable transitions across the investment world. In the RIA/FA M&A segment, highlights include Focus Financial’s latest acquisitions and Gibraltar Capital’s expansion into Dallas. Plus, updates on institutional searches, major Commitments from funds like LAFPP, and exciting fundraising news from Dubin Clark and Bertram Capital.

Tune in for the latest insights and trends in fundraising and private markets!

]]> In this episode, Pat and Konch dive into Ardian’s record-breaking $30B secondaries fund, the largest ever raised. They also discuss key leadership moves, including Anna Hammer’s appointment as CIO of AP2 and notable transitions across the investment world. In the RIA/FA M&A segment, highlights include Focus Financial’s latest acquisitions and Gibraltar Capital’s expansion into Dallas. Plus, updates on institutional searches, major Commitments from funds like LAFPP, and exciting fundraising news from Dubin Clark and Bertram Capital.

Tune in for the latest insights and trends in fundraising and private markets!

]]> Dakota Team Buzzsprout-16704426 Fri, 17 Jan 2025 08:00:00 -0500 870 full false Kestra Financial Leadership Change, Niche M&A Activity, Consultant Updates from Q4 Kestra Financial Leadership Change, Niche M&A Activity, Consultant Updates from Q4 In this episode, Pat and Konch explore the growing momentum in sports investing, with Lazard’s new sports advisory team leading the charge. They also cover key leadership moves, including promotions at Kestra Financial, Ares Management, and Emigrant Partners. On the M&A front, Wealth Enhancement adds $82M AUM, and CAPTRUST expands in Houston with a $300M acquisition. Plus, institutional updates feature new RFPs, strategic asset allocation changes, and major commitments from Louisiana TRS and Los Angeles Water & Power Employees’ Retirement Plan.

]]> In this episode, Pat and Konch explore the growing momentum in sports investing, with Lazard’s new sports advisory team leading the charge. They also cover key leadership moves, including promotions at Kestra Financial, Ares Management, and Emigrant Partners. On the M&A front, Wealth Enhancement adds $82M AUM, and CAPTRUST expands in Houston with a $300M acquisition. Plus, institutional updates feature new RFPs, strategic asset allocation changes, and major commitments from Louisiana TRS and Los Angeles Water & Power Employees’ Retirement Plan.

]]> Dakota Team Buzzsprout-16704420 Wed, 15 Jan 2025 08:00:00 -0500 918 full false Schroders CIO, New Miami Sanctuary Wealth Team, Ohio P&F's $460M Real Estate/Real Assets Plan, Stockbridge's New Residential RE Fund Schroders CIO, New Miami Sanctuary Wealth Team, Ohio P&F's $460M Real Estate/Real Assets Plan, Stockbridge's New Residential RE Fund In this episode of the Dakota Fundraising News Podcast, Pat and Konch discuss private equity firms like Blackstone and Apollo pushing for access to U.S. 401(k) plans, arguing their funds offer better diversification despite risks of higher fees and lower liquidity. Job updates include Todd Hirsch joining Point72 to lead a new private credit strategy, Tim Thomas promoted to CIO at Badgley Phelps, and Philip Chandler becoming CIO at Schroders Investment Solutions. In RIA/FA M&A news, Savant Wealth promotes Zach Ivey to CIO, Sanctuary adds a $700M Miami team from Truist, and LPL recruits Lewellyn Financial from Osaic with $320M in assets. Institutional coverage features Wichita Retirement selecting PGIM as its Fixed Income manager and Ohio Police & Fire’s $280M 2025 real estate plan. Texas TRS made significant commitments across real estate and private equity, including $400M to Blue Owl Real Estate. Fundraising updates include FTV Capital closing $4.05B across two funds and Stockbridge targeting $550M for a new residential real estate fund. 

Stay tuned for more fundraising and institutional insights!

]]> In this episode of the Dakota Fundraising News Podcast, Pat and Konch discuss private equity firms like Blackstone and Apollo pushing for access to U.S. 401(k) plans, arguing their funds offer better diversification despite risks of higher fees and lower liquidity. Job updates include Todd Hirsch joining Point72 to lead a new private credit strategy, Tim Thomas promoted to CIO at Badgley Phelps, and Philip Chandler becoming CIO at Schroders Investment Solutions. In RIA/FA M&A news, Savant Wealth promotes Zach Ivey to CIO, Sanctuary adds a $700M Miami team from Truist, and LPL recruits Lewellyn Financial from Osaic with $320M in assets. Institutional coverage features Wichita Retirement selecting PGIM as its Fixed Income manager and Ohio Police & Fire’s $280M 2025 real estate plan. Texas TRS made significant commitments across real estate and private equity, including $400M to Blue Owl Real Estate. Fundraising updates include FTV Capital closing $4.05B across two funds and Stockbridge targeting $550M for a new residential real estate fund. 

Stay tuned for more fundraising and institutional insights!

]]> Dakota Team Buzzsprout-16704411 Fri, 10 Jan 2025 08:00:00 -0500 803 full false London Pension CEO, Focus Financial's New Hub, Private Equity Investment Plans, Wellington's First Interval Fund. London Pension CEO, Focus Financial's New Hub, Private Equity Investment Plans, Wellington's First Interval Fund. In this episode of the Dakota Fundraising News Podcast, Pat and Konch cover BlackRock’s plan to convert its $940M Municipal Income Fund into an unlisted interval fund and key leadership updates, including Jo Donnelly taking over as CEO of the London Pensions Fund Authority and Paul Justin joining Sovran Advisors as CEO. RIA/FA M&A highlights include Focus Financial adding Toronto-based Cardinal Point as its fifth hub, LPL recruiting a $280M advisor from D.A. Davidson, and Indivisible Partners launching with a $640M Merrill Lynch team. Institutional coverage features new searches by Taunton Contributory Retirement System and Public Employees' Retirement System of Mississippi, as well as Contra Costa County’s $510M private equity pacing plan. Recent commitments include Los Angeles County Employees’ Retirement Association’s $775M to Centerbridge Partners and Los Angeles Fire & Police’s $50M to Linden Capital Partners VI. Fundraising updates spotlight IFM Investors’ new $376.8M private equity fund, Wellington Management launching its first interval fund, and Chicago Pacific Founders targeting a fourth fund after raising $847.5M for its previous vehicle. 

Stay tuned for more insights from the world of institutional and intermediary fundraising.

]]> In this episode of the Dakota Fundraising News Podcast, Pat and Konch cover BlackRock’s plan to convert its $940M Municipal Income Fund into an unlisted interval fund and key leadership updates, including Jo Donnelly taking over as CEO of the London Pensions Fund Authority and Paul Justin joining Sovran Advisors as CEO. RIA/FA M&A highlights include Focus Financial adding Toronto-based Cardinal Point as its fifth hub, LPL recruiting a $280M advisor from D.A. Davidson, and Indivisible Partners launching with a $640M Merrill Lynch team. Institutional coverage features new searches by Taunton Contributory Retirement System and Public Employees' Retirement System of Mississippi, as well as Contra Costa County’s $510M private equity pacing plan. Recent commitments include Los Angeles County Employees’ Retirement Association’s $775M to Centerbridge Partners and Los Angeles Fire & Police’s $50M to Linden Capital Partners VI. Fundraising updates spotlight IFM Investors’ new $376.8M private equity fund, Wellington Management launching its first interval fund, and Chicago Pacific Founders targeting a fourth fund after raising $847.5M for its previous vehicle. 

Stay tuned for more insights from the world of institutional and intermediary fundraising.

]]> Dakota Team Buzzsprout-16704403 Wed, 08 Jan 2025 08:00:00 -0500 901 full false APAC Region Executive Hires, Wells Fargo Adds $625M, 2025 PE Commitment Targets, Search Winners & Finalists, Allianz Infra First Close. APAC Region Executive Hires, Wells Fargo Adds $625M, 2025 PE Commitment Targets, Search Winners & Finalists, Allianz Infra First Close. In this episode of the Dakota Fundraising News Podcast, Pat and Konch highlight key job changes, including Kimberly Sheehy as head of Fidelity's Forge Community, Joseph Wong joining Barings as head of wealth distribution, and Johan Lim becoming regional head at Natixis IM. RIA/FA M&A updates feature Wells Fargo adding $625M from two UBS teams and Commonwealth recruiting two Long Island-based firms with $495M in assets. Institutional coverage includes Alaska Permanent Fund's $2.8B commitment pacing for FY 2025, San Bernardino County's $650M private equity plan, and Plymouth County's private credit search with five finalists. Recent commitments include Fairfax County's $13.75M to real estate funds, Jacksonville's $15M to HIG Realty Partners, and Santa Barbara's $30M across multiple funds. Fundraising updates spotlight GTCR’s $3B close on its second Strategic Growth Fund, TCW's launch of a real estate debt strategy, and Allianz's €533M first close for its Infrastructure Credit Opportunities Fund II. 

Stay tuned for the latest in institutional and wealth management news.

]]> In this episode of the Dakota Fundraising News Podcast, Pat and Konch highlight key job changes, including Kimberly Sheehy as head of Fidelity's Forge Community, Joseph Wong joining Barings as head of wealth distribution, and Johan Lim becoming regional head at Natixis IM. RIA/FA M&A updates feature Wells Fargo adding $625M from two UBS teams and Commonwealth recruiting two Long Island-based firms with $495M in assets. Institutional coverage includes Alaska Permanent Fund's $2.8B commitment pacing for FY 2025, San Bernardino County's $650M private equity plan, and Plymouth County's private credit search with five finalists. Recent commitments include Fairfax County's $13.75M to real estate funds, Jacksonville's $15M to HIG Realty Partners, and Santa Barbara's $30M across multiple funds. Fundraising updates spotlight GTCR’s $3B close on its second Strategic Growth Fund, TCW's launch of a real estate debt strategy, and Allianz's €533M first close for its Infrastructure Credit Opportunities Fund II. 

Stay tuned for the latest in institutional and wealth management news.

]]> Dakota Team Buzzsprout-16704370 Fri, 20 Dec 2024 08:00:00 -0500 806 full false RayJay Salt Lake Advisors, International Equity RFP, Private Market Plans and Investments, Fund Launches RayJay Salt Lake Advisors, International Equity RFP, Private Market Plans and Investments, Fund Launches In this episode of the Dakota Fundraising News Podcast, Pat and Konch cover notable job changes, including Bradley Knapp being named CEO of Clearstead Advisors, Jason Handrinos joining Mesirow as Global Head of Fixed Income Sales, and Jinny Lee moving from the University of Chicago to the National Geographic Foundation. RIA/FA M&A highlights feature Hightower’s strategic investment in Dechtman Wealth Management, Raymond James recruiting advisors Scott Burnett and Peter Kelson from Zions Direct with over $5B in assets, and Summit Financial acquiring Midway Wealth Partners, expanding its footprint in Chicago. Institutional coverage includes a $30M international equities search by the Oakland Police & Fire Retirement System, a strategic asset allocation update from the Wisconsin Investment Board, and San Jose Police and Fire’s approval of a $354M commitment pacing plan for private markets. Recent commitments spotlight Virginia Retirement System allocating $150M to Pretium Homebuilder Finance Fund, San Jose Police and Fire Retirement investing $42.5M into the TA Realty Core Property Fund, and South Carolina Retirement System committing $50M to the D.E. Shaw Diopter Fund II. Fundraising updates include PIMCO raising $502M for its EMD Alpha Fund, Walker & Dunlop launching a $500M debt fund with $201M raised so far, and Frontenac aiming to raise $700M for its 13th buyout fund. 

Stay tuned for the latest insights on institutional and wealth management updates.

]]> In this episode of the Dakota Fundraising News Podcast, Pat and Konch cover notable job changes, including Bradley Knapp being named CEO of Clearstead Advisors, Jason Handrinos joining Mesirow as Global Head of Fixed Income Sales, and Jinny Lee moving from the University of Chicago to the National Geographic Foundation. RIA/FA M&A highlights feature Hightower’s strategic investment in Dechtman Wealth Management, Raymond James recruiting advisors Scott Burnett and Peter Kelson from Zions Direct with over $5B in assets, and Summit Financial acquiring Midway Wealth Partners, expanding its footprint in Chicago. Institutional coverage includes a $30M international equities search by the Oakland Police & Fire Retirement System, a strategic asset allocation update from the Wisconsin Investment Board, and San Jose Police and Fire’s approval of a $354M commitment pacing plan for private markets. Recent commitments spotlight Virginia Retirement System allocating $150M to Pretium Homebuilder Finance Fund, San Jose Police and Fire Retirement investing $42.5M into the TA Realty Core Property Fund, and South Carolina Retirement System committing $50M to the D.E. Shaw Diopter Fund II. Fundraising updates include PIMCO raising $502M for its EMD Alpha Fund, Walker & Dunlop launching a $500M debt fund with $201M raised so far, and Frontenac aiming to raise $700M for its 13th buyout fund. 

Stay tuned for the latest insights on institutional and wealth management updates.

]]> Dakota Team Buzzsprout-16704357 Wed, 18 Dec 2024 08:00:00 -0500 786 full false RIA Acquisition Trends, NEPC's New Client, Fixed Income RFP, Hedge Fund Investments, Infrastructure Investment Plan RIA Acquisition Trends, NEPC's New Client, Fixed Income RFP, Hedge Fund Investments, Infrastructure Investment Plan In this episode of the Dakota Fundraising News Podcast, Pat and Konch discuss key job changes, including Carson Group President Teri Shepherd's departure, Darren Wright's move to First Mid Bank as CIO, and Jason Caldarelli joining Bank of China as Head of Corporate Banking. RIA/FA M&A highlights include Apella Wealth’s acquisition of Barker Financial Group, Raymond James recruiting $400M Merrill Lynch advisor Carol Heil, and reports of Wealth Enhancement Group and Bleakley Financial Group dropping their LPL brokerage affiliations. Institutional coverage features North Dakota State Investment Board selecting NEPC as its general consultant, New Bedford Retirement Board launching a $110M search for global fixed income, and Mendocino County Employees’ Retirement Association restructuring its international equity strategy. Recent investments spotlight San Francisco ERS committing $75M to Blue Torch Credit Opportunities Fund IV, Wyoming SLIB committing $250M to Carlyle Property Investors, and Sacramento CERS allocating $50M to the Hudson Bay Fund. Fundraising news includes Apollo Global preparing to launch a $25B private equity fund, Nuveen debuting a CLO ETF strategy, and Energy Capital Partners targeting $5B for its sixth infrastructure equity fund. 

Stay tuned for the latest insights on institutional and wealth management updates.

]]> In this episode of the Dakota Fundraising News Podcast, Pat and Konch discuss key job changes, including Carson Group President Teri Shepherd's departure, Darren Wright's move to First Mid Bank as CIO, and Jason Caldarelli joining Bank of China as Head of Corporate Banking. RIA/FA M&A highlights include Apella Wealth’s acquisition of Barker Financial Group, Raymond James recruiting $400M Merrill Lynch advisor Carol Heil, and reports of Wealth Enhancement Group and Bleakley Financial Group dropping their LPL brokerage affiliations. Institutional coverage features North Dakota State Investment Board selecting NEPC as its general consultant, New Bedford Retirement Board launching a $110M search for global fixed income, and Mendocino County Employees’ Retirement Association restructuring its international equity strategy. Recent investments spotlight San Francisco ERS committing $75M to Blue Torch Credit Opportunities Fund IV, Wyoming SLIB committing $250M to Carlyle Property Investors, and Sacramento CERS allocating $50M to the Hudson Bay Fund. Fundraising news includes Apollo Global preparing to launch a $25B private equity fund, Nuveen debuting a CLO ETF strategy, and Energy Capital Partners targeting $5B for its sixth infrastructure equity fund. 

Stay tuned for the latest insights on institutional and wealth management updates.

]]> Dakota Team Buzzsprout-16704350 Fri, 13 Dec 2024 08:00:00 -0500 808 full false ANZ's New CEO, SageView Acquires DC Consultant, Absolute Return Search Update, Private Market Investments, Virtus Private Credit CLO ETF ANZ's New CEO, SageView Acquires DC Consultant, Absolute Return Search Update, Private Market Investments, Virtus Private Credit CLO ETF In this episode of the Dakota Fundraising News Podcast, Pat and Konch highlight key job changes, including Andrew Sullivan becoming CEO of Prudential Financial, Nuno Matos taking over as CEO of ANZ Group, and Elijah McGowen joining StepStone as VP of Private Debt. In RIA/FA M&A, SageView acquires OnTrack 401(k), Concurrent Investment Advisors adds eight advisors with $885M in assets, and Serenus Wealth expands with a new partner and office in New York. Institutional updates include Iowa PERS's search for an absolute return manager and Massachusetts Housing Finance Agency Retirement System's allocations to Constitution, HarbourVest, and Mesirow. Investment news covers commitments from Houston Police Officers' Pension and Cincinnati Retirement System. Fundraising updates feature Virtus's Seix AAA Private Credit CLO ETF, H.I.G. Capital's $1B Loan Opportunity Fund VII close, and Triton Partners raising over €1B for its Debt Opportunities Fund. 

Stay tuned for the latest in institutional and wealth management news.

]]> In this episode of the Dakota Fundraising News Podcast, Pat and Konch highlight key job changes, including Andrew Sullivan becoming CEO of Prudential Financial, Nuno Matos taking over as CEO of ANZ Group, and Elijah McGowen joining StepStone as VP of Private Debt. In RIA/FA M&A, SageView acquires OnTrack 401(k), Concurrent Investment Advisors adds eight advisors with $885M in assets, and Serenus Wealth expands with a new partner and office in New York. Institutional updates include Iowa PERS's search for an absolute return manager and Massachusetts Housing Finance Agency Retirement System's allocations to Constitution, HarbourVest, and Mesirow. Investment news covers commitments from Houston Police Officers' Pension and Cincinnati Retirement System. Fundraising updates feature Virtus's Seix AAA Private Credit CLO ETF, H.I.G. Capital's $1B Loan Opportunity Fund VII close, and Triton Partners raising over €1B for its Debt Opportunities Fund. 

Stay tuned for the latest in institutional and wealth management news.

]]> Dakota Team Buzzsprout-16704341 Wed, 11 Dec 2024 08:00:00 -0500 774 full false BlondBloxx Private Credit ETF, Mariner Wealth Completes Double Deal, 2025 Private Market Commitment Plans, PE & RE Search Winners, S3 Capital First Close BlondBloxx Private Credit ETF, Mariner Wealth Completes Double Deal, 2025 Private Market Commitment Plans, PE & RE Search Winners, S3 Capital First Close In this episode of the Dakota Fundraising News Podcast, Pat and Konch highlight key job changes, including Jan Murtha’s upcoming departure from the North Dakota State Investment Board, Kelli Washington’s appointment as CIO of The California Endowment, and Nick Ciatti joining Cliffwater’s private equity team. In RIA/FA M&A news, Mariner Wealth Advisors expands with acquisitions in Florida and California, adding $878M in AUM, SEIA acquires Beverly Investment Advisors, and Allworth Financial strengthens its presence in Northern California and the Pacific Northwest with Ryan Wealth Management. Institutional updates feature City of Marlborough’s small-cap equity manager search and significant private equity and real assets commitments from Fresno County Employees’ Retirement Association, Orange County Employees Retirement System, and Arkansas Teacher Retirement System. Fundraising news includes S3 Capital’s $335M first close on its third real estate credit fund, Blue Earth Capital raising $113M for its evergreen private credit strategy, and BondBloxx launching a private credit ETF targeting middle-market CLOs. 

Join us for the latest updates in institutional and wealth management!

]]> In this episode of the Dakota Fundraising News Podcast, Pat and Konch highlight key job changes, including Jan Murtha’s upcoming departure from the North Dakota State Investment Board, Kelli Washington’s appointment as CIO of The California Endowment, and Nick Ciatti joining Cliffwater’s private equity team. In RIA/FA M&A news, Mariner Wealth Advisors expands with acquisitions in Florida and California, adding $878M in AUM, SEIA acquires Beverly Investment Advisors, and Allworth Financial strengthens its presence in Northern California and the Pacific Northwest with Ryan Wealth Management. Institutional updates feature City of Marlborough’s small-cap equity manager search and significant private equity and real assets commitments from Fresno County Employees’ Retirement Association, Orange County Employees Retirement System, and Arkansas Teacher Retirement System. Fundraising news includes S3 Capital’s $335M first close on its third real estate credit fund, Blue Earth Capital raising $113M for its evergreen private credit strategy, and BondBloxx launching a private credit ETF targeting middle-market CLOs. 

Join us for the latest updates in institutional and wealth management!

]]> Dakota Team Buzzsprout-16704328 Fri, 06 Dec 2024 08:00:00 -0500 910 full false Iconiq Capital, RIA Acquisitions, Sacramento 2025 Investment Plan, Private Market Commitments, Fund Closings Iconiq Capital, RIA Acquisitions, Sacramento 2025 Investment Plan, Private Market Commitments, Fund Closings In this episode of the Dakota Fundraising News Podcast, Pat and Konch discuss notable job changes, including James Jesse’s departure from Iconiq Capital, Kevin Kerr’s appointment as Executive Managing Director at OTPP, and Armando Ureña’s new role on Snowden Lane Partners’ operating committee. In RIA/FA M&A news, Savant Wealth Management acquires Sortino Advisory Partners, MAG Wealth Management merges with Ovation Wealth under the Carson Wealth umbrella, and LPL adds Ohio-based Strata Financial Group with $350M in assets. Institutional updates feature Ventura County Employees’ Retirement Association launching a direct co-investment program and Sacramento County Employees’ Retirement System committing $950M across multiple asset classes for 2025. Notable investments include Minnesota State Board of Investments committing to KKR North America Fund XIV and EQT Infrastructure VI, and BNP Paribas raising $130M for its sustainable forestry fund. 

Tune in for the latest insights in institutional and wealth management trends!

]]> In this episode of the Dakota Fundraising News Podcast, Pat and Konch discuss notable job changes, including James Jesse’s departure from Iconiq Capital, Kevin Kerr’s appointment as Executive Managing Director at OTPP, and Armando Ureña’s new role on Snowden Lane Partners’ operating committee. In RIA/FA M&A news, Savant Wealth Management acquires Sortino Advisory Partners, MAG Wealth Management merges with Ovation Wealth under the Carson Wealth umbrella, and LPL adds Ohio-based Strata Financial Group with $350M in assets. Institutional updates feature Ventura County Employees’ Retirement Association launching a direct co-investment program and Sacramento County Employees’ Retirement System committing $950M across multiple asset classes for 2025. Notable investments include Minnesota State Board of Investments committing to KKR North America Fund XIV and EQT Infrastructure VI, and BNP Paribas raising $130M for its sustainable forestry fund. 

Tune in for the latest insights in institutional and wealth management trends!

]]> Dakota Team Buzzsprout-16704314 Fri, 22 Nov 2024 08:00:00 -0500 695 full false Iconiq Capital, RIA Acquisitions, Sacramento 2025 Investment Plan, Private Market Commitments, Fund Closings Iconiq Capital, RIA Acquisitions, Sacramento 2025 Investment Plan, Private Market Commitments, Fund Closings In this episode of the Dakota Fundraising News Podcast, Pat and Konch share updates on recent job changes, including Pathstone naming Eddie Brown as Chief Growth Officer and Hamilton Lane bolstering its direct equity and impact investment teams with multiple key hires. CAPTRUST has acquired Boston Financial Management, adding $5B in client assets, while Raymond James expands in Ohio, bringing on teams managing $1.8B in client assets. Institutional updates include a planned private equity manager search from the City of Hartford Municipal Employees’ Retirement Fund, major commitments from CPP Investments, and CalPERS allocating significant capital across private equity, private credit, and infrastructure strategies. Fundraising news highlights Pender Ventures closing its second venture fund at $100M and Pantheon launching two evergreen funds targeting secondaries in private credit and equity markets. 

Tune in for the latest insights in institutional and wealth management news!

]]> In this episode of the Dakota Fundraising News Podcast, Pat and Konch share updates on recent job changes, including Pathstone naming Eddie Brown as Chief Growth Officer and Hamilton Lane bolstering its direct equity and impact investment teams with multiple key hires. CAPTRUST has acquired Boston Financial Management, adding $5B in client assets, while Raymond James expands in Ohio, bringing on teams managing $1.8B in client assets. Institutional updates include a planned private equity manager search from the City of Hartford Municipal Employees’ Retirement Fund, major commitments from CPP Investments, and CalPERS allocating significant capital across private equity, private credit, and infrastructure strategies. Fundraising news highlights Pender Ventures closing its second venture fund at $100M and Pantheon launching two evergreen funds targeting secondaries in private credit and equity markets. 

Tune in for the latest insights in institutional and wealth management news!

]]> Dakota Team Buzzsprout-16704306 Wed, 20 Nov 2024 08:00:00 -0500 695 full false Aksia Real Assets Hire, LPL and US Bank Additions, Upcoming 2025 RFPs, New Private Market Investments, Fund Closings & Launches Aksia Real Assets Hire, LPL and US Bank Additions, Upcoming 2025 RFPs, New Private Market Investments, Fund Closings & Launches In this episode of the Dakota Fundraising News Podcast, Pat and Konch highlight recent job changes, including Michael Ardill joining Hymans Robertson, Bethan Brown joining Howard Hughes Medical Institute, and Michael Brand being appointed Co-head of Real Assets at Aksia. In RIA/FA M&A updates, LPL Financial recruits a $540M team from US Bank in San Diego, UBS hires Ryan Lurie to lead its Arizona wealth management team, and Wedbush expands its Philadelphia office with the McCall Connelly Group. Institutional coverage includes updates on the Davie Police Pension Plan hiring Loomis Sayles as its core fixed income manager, upcoming manager searches for the Teachers Retirement System of Louisiana, and significant commitments from plans like Maine Public Employees’ Retirement System and Border to Coast. Fundraising highlights feature Pearlmark’s second close on its $300M+ Mezzanine VI fund, CION and GCM Grosvenor’s launch of a $300M infrastructure fund, and Prospect Capital’s partnership with iCapital to boost access to its closed-end funds and BDCs. 

Tune in for these updates and more from the world of institutional and wealth management.

]]> In this episode of the Dakota Fundraising News Podcast, Pat and Konch highlight recent job changes, including Michael Ardill joining Hymans Robertson, Bethan Brown joining Howard Hughes Medical Institute, and Michael Brand being appointed Co-head of Real Assets at Aksia. In RIA/FA M&A updates, LPL Financial recruits a $540M team from US Bank in San Diego, UBS hires Ryan Lurie to lead its Arizona wealth management team, and Wedbush expands its Philadelphia office with the McCall Connelly Group. Institutional coverage includes updates on the Davie Police Pension Plan hiring Loomis Sayles as its core fixed income manager, upcoming manager searches for the Teachers Retirement System of Louisiana, and significant commitments from plans like Maine Public Employees’ Retirement System and Border to Coast. Fundraising highlights feature Pearlmark’s second close on its $300M+ Mezzanine VI fund, CION and GCM Grosvenor’s launch of a $300M infrastructure fund, and Prospect Capital’s partnership with iCapital to boost access to its closed-end funds and BDCs. 

Tune in for these updates and more from the world of institutional and wealth management.

]]> Dakota Team Buzzsprout-16704296 Fri, 15 Nov 2024 08:00:00 -0500 572 full false AIMCo Leadership Change, LPL in SoCal, Private Equity Fundraising Update AIMCo Leadership Change, LPL in SoCal, Private Equity Fundraising Update In this episode of the Dakota Fundraising News Podcast, Pat and Konch discuss recent job changes, including AIMCo appointing Ray Gilmour as interim CEO, Bhumika Gashti joining PPM America Capital Partners as Senior Managing Director for Investor Relations, and Jan Rohof becoming Director of Quantitative Solutions at Northern Trust Asset Management. In RIA/FA M&A news, LPL Financial acquires Southern California-based Nexus Wealth Partners from Osaic, Kingsview Partners opens a new Michigan office, and Wedbush expands its Philadelphia presence with a former B. Riley team. Institutional coverage highlights include Marin County Employees Retirement Association's fixed income manager search and San Diego County Employees Retirement Association's RFP for a general investment consultant. Recent commitments feature Massachusetts PRIM’s allocation to Forerunner Partners VII and San Francisco Employees Retirement System's investment in LAV Fund VII and Voleon Institutional Strategies Fund. Fundraising updates include Transom Capital exceeding its $675M target for Fund IV and Beechbrook Capital’s £151M first close on its fourth UK private credit fund. 

Join us for the latest updates in institutional and wealth management news!

]]> In this episode of the Dakota Fundraising News Podcast, Pat and Konch discuss recent job changes, including AIMCo appointing Ray Gilmour as interim CEO, Bhumika Gashti joining PPM America Capital Partners as Senior Managing Director for Investor Relations, and Jan Rohof becoming Director of Quantitative Solutions at Northern Trust Asset Management. In RIA/FA M&A news, LPL Financial acquires Southern California-based Nexus Wealth Partners from Osaic, Kingsview Partners opens a new Michigan office, and Wedbush expands its Philadelphia presence with a former B. Riley team. Institutional coverage highlights include Marin County Employees Retirement Association's fixed income manager search and San Diego County Employees Retirement Association's RFP for a general investment consultant. Recent commitments feature Massachusetts PRIM’s allocation to Forerunner Partners VII and San Francisco Employees Retirement System's investment in LAV Fund VII and Voleon Institutional Strategies Fund. Fundraising updates include Transom Capital exceeding its $675M target for Fund IV and Beechbrook Capital’s £151M first close on its fourth UK private credit fund. 

Join us for the latest updates in institutional and wealth management news!

]]> Dakota Team Buzzsprout-16704290 Wed, 13 Nov 2024 08:00:00 -0500 678 full false New RIAs, Alberta TRS VP, Marin County Private Equity Plan, Florida SBA Q3 Commitments, Private Funds New RIAs, Alberta TRS VP, Marin County Private Equity Plan, Florida SBA Q3 Commitments, Private Funds In this episode of the Dakota Fundraising News Podcast, Pat and Konch cover recent job changes, including Katherine Mach’s promotion at World Investment Advisors, Max Miller joining University of Texas/Texas A&M Management, and Andrew Tambone’s new role as VP of Investments at Alberta Teachers Retirement. In RIA/FA M&A news, DeVoe & Company reports a record-breaking October for RIA M&A activity, John Thiel launches Indivisible Partners, and Corient co-founder Jon Tenney departs to establish THECE Wealth Management. Institutional coverage includes new investment plans by Marin County Employees Retirement Association and recent commitments from the Kern County Employees’ Retirement Association, Seattle City Employees’ Retirement System, and Florida State Board of Administration. Fundraising highlights feature Ruya Partners nearing the close of its $250M private credit fund, Saw Mill Capital Partners III closing at $435M, and Pelican Energy Partners’ nuclear energy fund surpassing its $400M hard cap to reach $450M.

]]> In this episode of the Dakota Fundraising News Podcast, Pat and Konch cover recent job changes, including Katherine Mach’s promotion at World Investment Advisors, Max Miller joining University of Texas/Texas A&M Management, and Andrew Tambone’s new role as VP of Investments at Alberta Teachers Retirement. In RIA/FA M&A news, DeVoe & Company reports a record-breaking October for RIA M&A activity, John Thiel launches Indivisible Partners, and Corient co-founder Jon Tenney departs to establish THECE Wealth Management. Institutional coverage includes new investment plans by Marin County Employees Retirement Association and recent commitments from the Kern County Employees’ Retirement Association, Seattle City Employees’ Retirement System, and Florida State Board of Administration. Fundraising highlights feature Ruya Partners nearing the close of its $250M private credit fund, Saw Mill Capital Partners III closing at $435M, and Pelican Energy Partners’ nuclear energy fund surpassing its $400M hard cap to reach $450M.

]]> Dakota Team Buzzsprout-16704284 Fri, 08 Nov 2024 08:00:00 -0500 611 full false Dakota Fundraising News: November 6th, 2024 Dakota Fundraising News: November 6th, 2024 Join Pat and Konch as they explore recent job changes in the industry, including Elizabeth Eldridge’s appointment as President of Glenmede Investment Management and new leaders joining W.K. Kellogg Foundation. In the RIA and FA M&A segment, Focus Financial’s The Colony Group merges with GYL Financial Synergies, Aspen Standard Wealth secures Summitry, and EP Wealth adds two RIAs with a combined $240M in AUM. In institutional coverage, we dive into searches and recent commitments from major funds like New York State Teachers’ Retirement System and Texas County & District Retirement System. Fundraising highlights feature Shamrock Capital’s $1.6B close on its growth and small-cap buyout funds, as well as PennantPark’s $610M Credit Opportunities Fund IV. 

Stay tuned for the latest in institutional and wealth management news, upcoming Dakota events, and more insights on the Dakota Marketplace.

]]> Join Pat and Konch as they explore recent job changes in the industry, including Elizabeth Eldridge’s appointment as President of Glenmede Investment Management and new leaders joining W.K. Kellogg Foundation. In the RIA and FA M&A segment, Focus Financial’s The Colony Group merges with GYL Financial Synergies, Aspen Standard Wealth secures Summitry, and EP Wealth adds two RIAs with a combined $240M in AUM. In institutional coverage, we dive into searches and recent commitments from major funds like New York State Teachers’ Retirement System and Texas County & District Retirement System. Fundraising highlights feature Shamrock Capital’s $1.6B close on its growth and small-cap buyout funds, as well as PennantPark’s $610M Credit Opportunities Fund IV. 

Stay tuned for the latest in institutional and wealth management news, upcoming Dakota events, and more insights on the Dakota Marketplace.

]]> Dakota Team Buzzsprout-16704279 Wed, 06 Nov 2024 08:00:00 -0500 628 full false Dakota Fundraising News: November 1st, 2024 Dakota Fundraising News: November 1st, 2024 In this episode of the Dakota Fundraising News Podcast, Pat and Konch share updates on recent job changes, highlighting Christophe Caya-Tremblay joining CPP Investments and Steve Voss joining Meketa as Managing Principal Consultant. In RIA/FA M&A news, LPL recruits Goodwin Petrilli Financial from Cambridge, Cerity Partners acquires Paladini Financial, and Kestra brings on a $1.4B South Florida team. Institutional coverage includes searches by the Chicago Teachers’ Pension Fund and recent commitments from Texas County & District Retirement System and Indiana Public Retirement System. Plus, fundraising highlights feature Antin Infrastructure nearing its €10B target and Berkshire Partners closing $7.8B for its latest fund.

]]> In this episode of the Dakota Fundraising News Podcast, Pat and Konch share updates on recent job changes, highlighting Christophe Caya-Tremblay joining CPP Investments and Steve Voss joining Meketa as Managing Principal Consultant. In RIA/FA M&A news, LPL recruits Goodwin Petrilli Financial from Cambridge, Cerity Partners acquires Paladini Financial, and Kestra brings on a $1.4B South Florida team. Institutional coverage includes searches by the Chicago Teachers’ Pension Fund and recent commitments from Texas County & District Retirement System and Indiana Public Retirement System. Plus, fundraising highlights feature Antin Infrastructure nearing its €10B target and Berkshire Partners closing $7.8B for its latest fund.

]]> Dakota Team Buzzsprout-16704273 Fri, 01 Nov 2024 08:00:00 -0400 580 full false Dakota Fundraising News: October 30th, 2024 Dakota Fundraising News: October 30th, 2024 In this episode of the Dakota Fundraising News Podcast, Pat and Konch explore recent job changes, including Alex Herman joining Stone Temple Partners as CIO and Sebastian Ahlhorn’s promotion at Commerzbank. The RIA/FA M&A segment covers Alvarez & Marsal's new UHNW RIA and Modern Wealth Management’s acquisition of Idaho-based Petso Financial. Institutional updates feature major searches and investments from Illinois Municipal Retirement Fund and Pennsylvania PSERS. We also provide fundraising news on H.I.G. Capital’s $2B Buyout Fund VII and Adams Street’s $1.1B Global Fund.

Join us for the latest insights in wealth and institutional sectors!

]]> In this episode of the Dakota Fundraising News Podcast, Pat and Konch explore recent job changes, including Alex Herman joining Stone Temple Partners as CIO and Sebastian Ahlhorn’s promotion at Commerzbank. The RIA/FA M&A segment covers Alvarez & Marsal's new UHNW RIA and Modern Wealth Management’s acquisition of Idaho-based Petso Financial. Institutional updates feature major searches and investments from Illinois Municipal Retirement Fund and Pennsylvania PSERS. We also provide fundraising news on H.I.G. Capital’s $2B Buyout Fund VII and Adams Street’s $1.1B Global Fund.

Join us for the latest insights in wealth and institutional sectors!

]]> Dakota Team Buzzsprout-16704267 Wed, 30 Oct 2024 08:00:00 -0400 688 full false Dakota Fundraising News: October 25th, 2024 Dakota Fundraising News: October 25th, 2024 In this episode of the Dakota Fundraising News Podcast, Pat and Konch cover major job changes, including LPL Financial's appointment of Rich Steinmeier as CEO. In the RIA/FA M&A segment, we discuss Greenwood Gearhart’s merger with Boston Mountain and Raymond James' acquisition of a $1B New York-based team from Merrill Lynch. Institutional coverage highlights recent commitments from the State of Wisconsin Investment Board and Oregon PERS, as well as upcoming searches in Norfolk County and Medford Contributory. Plus, we provide updates on new fund launches, including WhiteHawk Capital Partners’ oversubscribed $1.1B Fund IV. 

Tune in for the latest insights across institutional and private wealth channels!

]]> In this episode of the Dakota Fundraising News Podcast, Pat and Konch cover major job changes, including LPL Financial's appointment of Rich Steinmeier as CEO. In the RIA/FA M&A segment, we discuss Greenwood Gearhart’s merger with Boston Mountain and Raymond James' acquisition of a $1B New York-based team from Merrill Lynch. Institutional coverage highlights recent commitments from the State of Wisconsin Investment Board and Oregon PERS, as well as upcoming searches in Norfolk County and Medford Contributory. Plus, we provide updates on new fund launches, including WhiteHawk Capital Partners’ oversubscribed $1.1B Fund IV. 

Tune in for the latest insights across institutional and private wealth channels!

]]> Dakota Team Buzzsprout-16704257 Fri, 25 Oct 2024 08:00:00 -0400 617 full false Dakota Fundraising News: October 23rd, 2024 Dakota Fundraising News: October 23rd, 2024 In this episode of the Dakota Fundraising News Podcast, we dive into some exciting developments in the financial world. First, we cover notable job changes, including key hires at Realta Wealth and leadership transitions at Mercer Global and Patria Investments. Next, we explore major RIA/FA mergers and acquisitions, such as Raymond James’ recruitment of a $479M advisory team from Merrill Lynch and Citizens Private Wealth’s addition of a $600M team from Fifth Third Private Bank. Finally, we shift to institutional coverage, where we discuss new fund launches, significant RFPs, and commitments from major pension systems and university endowments, including a $737M investment by the Virginia Retirement System.

Tune in for all the latest updates!

]]> In this episode of the Dakota Fundraising News Podcast, we dive into some exciting developments in the financial world. First, we cover notable job changes, including key hires at Realta Wealth and leadership transitions at Mercer Global and Patria Investments. Next, we explore major RIA/FA mergers and acquisitions, such as Raymond James’ recruitment of a $479M advisory team from Merrill Lynch and Citizens Private Wealth’s addition of a $600M team from Fifth Third Private Bank. Finally, we shift to institutional coverage, where we discuss new fund launches, significant RFPs, and commitments from major pension systems and university endowments, including a $737M investment by the Virginia Retirement System.

Tune in for all the latest updates!

]]> Dakota Team Buzzsprout-16704249 Wed, 23 Oct 2024 08:00:00 -0400 680 full false Dakota Fundraising News: October 16, 2024 Dakota Fundraising News: October 16, 2024 Join hosts Pat Tighe and Konch as they break down the latest in fundraising and institutional investing. In this episode, we discuss key job changes, including Michael Burgos stepping into the role of Director of Investments at the Cystic Fibrosis Foundation, and Alberto Santulin’s move to CIO of Alts at the Abu Dhabi Investment Authority. We also dive into significant RIA and FA mergers, such as Merrill Lynch’s recent acquisition of nearly $1 billion in assets from new Texas and New York teams, and Allworth Financial’s expansion with its $1.1 billion acquisition of George McKelvey Company. For institutional updates, we examine the Illinois Firefighters’ Pension Investment Fund’s $80 million search for private infrastructure investments and the Michigan State Investment Board’s recent $300 million commitment to Apollo Accord+ II Fund.

Get the inside scoop on personnel moves, major mergers, and evolving investment strategies across the industry, and don’t miss our upcoming Dakota Cocktails in Philly and Toronto—register at dakota.com/cocktails.

]]> Join hosts Pat Tighe and Konch as they break down the latest in fundraising and institutional investing. In this episode, we discuss key job changes, including Michael Burgos stepping into the role of Director of Investments at the Cystic Fibrosis Foundation, and Alberto Santulin’s move to CIO of Alts at the Abu Dhabi Investment Authority. We also dive into significant RIA and FA mergers, such as Merrill Lynch’s recent acquisition of nearly $1 billion in assets from new Texas and New York teams, and Allworth Financial’s expansion with its $1.1 billion acquisition of George McKelvey Company. For institutional updates, we examine the Illinois Firefighters’ Pension Investment Fund’s $80 million search for private infrastructure investments and the Michigan State Investment Board’s recent $300 million commitment to Apollo Accord+ II Fund.

Get the inside scoop on personnel moves, major mergers, and evolving investment strategies across the industry, and don’t miss our upcoming Dakota Cocktails in Philly and Toronto—register at dakota.com/cocktails.

]]> Dakota Team Buzzsprout-16704240 Wed, 16 Oct 2024 08:00:00 -0400 646 full false Dakota Fundraising News: October 9th, 2024 Dakota Fundraising News: October 9th, 2024 In this episode of the Dakota Fundraising News Podcast, Pat and Konch discuss key job changes, including Citi Wealth’s new head of global investments Keith Glenfield and Charles Schwab's CEO transition. We also cover major M&A moves in the RIA/FA space, such as Cerity Partners merging with Janiczek Wealth and LPL’s $100B acquisition of Atria Wealth. In institutional coverage, we highlight recent searches and investments from major pension funds like Cook County, Ohio Police & Fire, and San Diego County. Tune in for the latest trends in institutional and private wealth channels!

]]> In this episode of the Dakota Fundraising News Podcast, Pat and Konch discuss key job changes, including Citi Wealth’s new head of global investments Keith Glenfield and Charles Schwab's CEO transition. We also cover major M&A moves in the RIA/FA space, such as Cerity Partners merging with Janiczek Wealth and LPL’s $100B acquisition of Atria Wealth. In institutional coverage, we highlight recent searches and investments from major pension funds like Cook County, Ohio Police & Fire, and San Diego County. Tune in for the latest trends in institutional and private wealth channels!

]]> Dakota Team Buzzsprout-16704237 Wed, 09 Oct 2024 08:00:00 -0400 827 full false New Fund Launches, Merrill's $1.5B Move, Upcoming International Small Cap RFP, Private Credit Allocations New Fund Launches, Merrill's $1.5B Move, Upcoming International Small Cap RFP, Private Credit Allocations In this episode of the Dakota Fundraising News Podcast, Pat and Konch cover notable job changes, including Kimy Ruiz Seitz joining Silicon Valley Community Foundation and Carina Diamond becoming Chief Growth Officer at 4100FS. The RIA/FA M&A segment highlights LPL Financial’s addition of a $150M Texas duo and Merrill Lynch’s recruitment of advisors managing $1.5B in LA and Miami. We also discuss key institutional searches, investments, and fund commitments, including updates from Ohio Police & Fire Pension and the Texas County & District Retirement System. 

Stay tuned for the latest industry updates and trends!

]]> In this episode of the Dakota Fundraising News Podcast, Pat and Konch cover notable job changes, including Kimy Ruiz Seitz joining Silicon Valley Community Foundation and Carina Diamond becoming Chief Growth Officer at 4100FS. The RIA/FA M&A segment highlights LPL Financial’s addition of a $150M Texas duo and Merrill Lynch’s recruitment of advisors managing $1.5B in LA and Miami. We also discuss key institutional searches, investments, and fund commitments, including updates from Ohio Police & Fire Pension and the Texas County & District Retirement System. 

Stay tuned for the latest industry updates and trends!

]]> Dakota Team Buzzsprout-16704228 Fri, 04 Oct 2024 08:00:00 -0400 739 full false Citi & Apollo Private Credit, Steward Partners Head of Wealth Management, Morgan Stanley $1.2B Acquisition, Timber/Farmland RFP, Texas TRS Investment Plan Citi & Apollo Private Credit, Steward Partners Head of Wealth Management, Morgan Stanley $1.2B Acquisition, Timber/Farmland RFP, Texas TRS Investment Plan In this episode of the Dakota Fundraising News Podcast, Pat and Konch discuss key developments in private credit and secondaries, including Citigroup and Apollo's $25B direct-lending program and StepStone’s $7.4B private equity secondaries fund. We highlight important job changes across the institutional and private wealth sectors, including new appointments at Mercer Global Advisors and Steward Partners. In the RIA/FA M&A segment, we cover Kingswood's acquisition of two Eudaimonia RIAs managing over $1B and LPL Financial’s addition of a $400M NYC team. Lastly, we explore institutional searches, investments, and new fund launches, including commitments from the San Antonio Police and Fire Pension Fund and the New Mexico State Investment Council. 

Stay tuned for the latest industry insights!

]]> In this episode of the Dakota Fundraising News Podcast, Pat and Konch discuss key developments in private credit and secondaries, including Citigroup and Apollo's $25B direct-lending program and StepStone’s $7.4B private equity secondaries fund. We highlight important job changes across the institutional and private wealth sectors, including new appointments at Mercer Global Advisors and Steward Partners. In the RIA/FA M&A segment, we cover Kingswood's acquisition of two Eudaimonia RIAs managing over $1B and LPL Financial’s addition of a $400M NYC team. Lastly, we explore institutional searches, investments, and new fund launches, including commitments from the San Antonio Police and Fire Pension Fund and the New Mexico State Investment Council. 

Stay tuned for the latest industry insights!

]]> Dakota Team Buzzsprout-16704218 Wed, 02 Oct 2024 08:00:00 -0400 732 full false Non-Profit OCIOs, AIMCo Executive Team, RBC's New $2.8B Team, LA Fire Real Estate Plan, Private Market Allocations Non-Profit OCIOs, AIMCo Executive Team, RBC's New $2.8B Team, LA Fire Real Estate Plan, Private Market Allocations In this episode of the Dakota Fundraising News Podcast, Pat and Konch explore the latest trends in nonprofit investment strategies, including a growing reliance on OCIOs and rising allocations to alternative investments. We highlight notable job changes, such as new appointments at AIMCo and Manulife Investment Management. The RIA/FA M&A segment covers RBC's recruitment of a $2.8B Atlanta team and Kestra's addition of a Maryland-based wealth management team. We also dive into institutional searches, investments, and new fund launches, including commitments from LACERS and CDPQ. 

Tune in for the latest insights across institutional and private wealth channels!

]]> In this episode of the Dakota Fundraising News Podcast, Pat and Konch explore the latest trends in nonprofit investment strategies, including a growing reliance on OCIOs and rising allocations to alternative investments. We highlight notable job changes, such as new appointments at AIMCo and Manulife Investment Management. The RIA/FA M&A segment covers RBC's recruitment of a $2.8B Atlanta team and Kestra's addition of a Maryland-based wealth management team. We also dive into institutional searches, investments, and new fund launches, including commitments from LACERS and CDPQ. 

Tune in for the latest insights across institutional and private wealth channels!

]]> Dakota Team Buzzsprout-16704209 Fri, 27 Sep 2024 08:00:00 -0400 703 full false Family Office Trends, Australian Super, True North's New Dallas Acquisition, Fixed Income RFPs, Recent Allocations, Conferences Family Office Trends, Australian Super, True North's New Dallas Acquisition, Fixed Income RFPs, Recent Allocations, Conferences In this episode of the Dakota Fundraising News Podcast, Pat and Konch delve into the Global Family Office 2024 Survey, revealing key trends in investment strategies, including the growing interest in AI, fixed income, and private equity. We also cover significant job changes, like Moneta Group’s new M&A Director Peter Brown and Andrew Osborne joining Australian Super. In the RIA/FA M&A segment, we spotlight True North Advisors' acquisition of Clear Rock Advisors and Rockefeller's newest Advisor.. Plus, we discuss institutional searches and recent fund commitments from major pension plans like the Washington State Investment Board. 

Stay tuned for the latest industry insights!

]]> In this episode of the Dakota Fundraising News Podcast, Pat and Konch delve into the Global Family Office 2024 Survey, revealing key trends in investment strategies, including the growing interest in AI, fixed income, and private equity. We also cover significant job changes, like Moneta Group’s new M&A Director Peter Brown and Andrew Osborne joining Australian Super. In the RIA/FA M&A segment, we spotlight True North Advisors' acquisition of Clear Rock Advisors and Rockefeller's newest Advisor.. Plus, we discuss institutional searches and recent fund commitments from major pension plans like the Washington State Investment Board. 

Stay tuned for the latest industry insights!

]]> Dakota Team Buzzsprout-16704204 Wed, 25 Sep 2024 08:00:00 -0400 636 full false Global Equity RFP, Private Market Consultants & Allocations, Sanctuary Wealth's $2B Partnership, University Hospitals CIO Global Equity RFP, Private Market Consultants & Allocations, Sanctuary Wealth's $2B Partnership, University Hospitals CIO In this episode of the Dakota Fundraising News Podcast, Pat and Konch discuss Ares’ $3.3B real estate fundraise and a potential merger between TelstraSuper and Equip Super, which could create a $40.9B Australian pension. We highlight Michael Lopes' move to J.P. Morgan Wealth Management and Centel Wealth Advisory joining Sanctuary Wealth. We also cover institutional updates, including global equity and private markets searches, as well as recent commitments from major pension funds like LACERA and the North Dakota State Investment Board. 

Tune in for the latest industry insights!

]]> In this episode of the Dakota Fundraising News Podcast, Pat and Konch discuss Ares’ $3.3B real estate fundraise and a potential merger between TelstraSuper and Equip Super, which could create a $40.9B Australian pension. We highlight Michael Lopes' move to J.P. Morgan Wealth Management and Centel Wealth Advisory joining Sanctuary Wealth. We also cover institutional updates, including global equity and private markets searches, as well as recent commitments from major pension funds like LACERA and the North Dakota State Investment Board. 

Tune in for the latest industry insights!

]]> Dakota Team Buzzsprout-16704195 Fri, 20 Sep 2024 08:00:00 -0400 600 full false Private Credit ETF, Innovia Wealth CIO, Private Real Estate RFP, Recent Allocations Private Credit ETF, Innovia Wealth CIO, Private Real Estate RFP, Recent Allocations In this episode of the Dakota Fundraising News Podcast, Pat and Konch introduce a new Private Markets segment, covering recent developments like the launch of the BNY Alts Bridge Platform and Private Credit ETFs. We dive into notable job changes, including Orin McIntosh joining Strive Health and Greg Bosch becoming CIO at Innovia Wealth. The RIA/FA M&A segment highlights Wells Fargo adding a $1.8B team in Chicago and UBS acquiring a Bethesda-based advisory group. Plus, we cover the latest institutional searches for Private Real Estate and Global Equities and recent investments including updates from the Kansas Public Employees Retirement System and South Carolina Retirement System. 

Tune in for the latest in institutional and private wealth news!

]]> In this episode of the Dakota Fundraising News Podcast, Pat and Konch introduce a new Private Markets segment, covering recent developments like the launch of the BNY Alts Bridge Platform and Private Credit ETFs. We dive into notable job changes, including Orin McIntosh joining Strive Health and Greg Bosch becoming CIO at Innovia Wealth. The RIA/FA M&A segment highlights Wells Fargo adding a $1.8B team in Chicago and UBS acquiring a Bethesda-based advisory group. Plus, we cover the latest institutional searches for Private Real Estate and Global Equities and recent investments including updates from the Kansas Public Employees Retirement System and South Carolina Retirement System. 

Tune in for the latest in institutional and private wealth news!

]]> Dakota Team Buzzsprout-16704181 Wed, 18 Sep 2024 08:00:00 -0400 612 full false OMERS Private Equity, LPL, Value-Add RE RFP, Alternative Commitments OMERS Private Equity, LPL, Value-Add RE RFP, Alternative Commitments In this episode of the Dakota Fundraising News Podcast, Konch covers key job changes, including Michael Graham's retirement from OMERS and Tim Kane's new role at Oregon State Treasury. We also highlight RIA/FA M&A activity, including Amber Knipes joining Edward Jones and LPL Financial's acquisition of Northern Plains Financial. In institutional coverage, we discuss recent searches and investments, including updates from the Weymouth Retirement System and Ventura County Employees’ Retirement Association. 

Tune in for the latest trends in institutional and private wealth channels!

]]> In this episode of the Dakota Fundraising News Podcast, Konch covers key job changes, including Michael Graham's retirement from OMERS and Tim Kane's new role at Oregon State Treasury. We also highlight RIA/FA M&A activity, including Amber Knipes joining Edward Jones and LPL Financial's acquisition of Northern Plains Financial. In institutional coverage, we discuss recent searches and investments, including updates from the Weymouth Retirement System and Ventura County Employees’ Retirement Association. 

Tune in for the latest trends in institutional and private wealth channels!

]]> Dakota Team Buzzsprout-16704175 Fri, 13 Sep 2024 08:00:00 -0400 575 full false Wealth Enhancement Group, Private Credit Allocations, Latest RFPs Including Hedge Funds and EM Equity, Pension Investments Wealth Enhancement Group, Private Credit Allocations, Latest RFPs Including Hedge Funds and EM Equity, Pension Investments In this episode of the Dakota Fundraising News Podcast Konch and Matt discuss the latest job changes, including Diederik Hooijkaas joining BNY Mellon and Chris Cawson's move to Hostplus in Australia. The RIA/FA M&A segment highlights Todd Newman's return to Morgan Stanley and Cetera Wealth Partners' acquisition of Innovative Premier Financial Services. We also dive into institutional coverage with updates on searches and investments from plans like the Teacher Retirement System of Texas and Indiana Public Retirement System. 

Tune in for the latest institutional and wealth management updates!

]]> In this episode of the Dakota Fundraising News Podcast Konch and Matt discuss the latest job changes, including Diederik Hooijkaas joining BNY Mellon and Chris Cawson's move to Hostplus in Australia. The RIA/FA M&A segment highlights Todd Newman's return to Morgan Stanley and Cetera Wealth Partners' acquisition of Innovative Premier Financial Services. We also dive into institutional coverage with updates on searches and investments from plans like the Teacher Retirement System of Texas and Indiana Public Retirement System. 

Tune in for the latest institutional and wealth management updates!

]]> Dakota Team Buzzsprout-16704165 Wed, 11 Sep 2024 08:00:00 -0400 839 full false Texas Muni Team Hires, New Denver UBS Team, Upcoming RFPs, Consultant Searches and Hires Texas Muni Team Hires, New Denver UBS Team, Upcoming RFPs, Consultant Searches and Hires In this episode of the Dakota Fundraising News Podcast, Pat and Konch cover significant job changes, including Amol Deshpande joining Texas Municipal Retirement as Head of Direct Investments. We also discuss notable RIA/FA M&A moves, with UBS adding a Colorado-based team and Charles "Chuck" Hahn joining Cetera Advisor Networks. In institutional coverage, we provide updates on searches, investments, and consultant updates, including details from the New Mexico State Investment Council.

]]> In this episode of the Dakota Fundraising News Podcast, Pat and Konch cover significant job changes, including Amol Deshpande joining Texas Municipal Retirement as Head of Direct Investments. We also discuss notable RIA/FA M&A moves, with UBS adding a Colorado-based team and Charles "Chuck" Hahn joining Cetera Advisor Networks. In institutional coverage, we provide updates on searches, investments, and consultant updates, including details from the New Mexico State Investment Council.

]]> Dakota Team Buzzsprout-16704156 Fri, 06 Sep 2024 08:00:00 -0400 491 full false Maryland's Deputy CIO, Raymond James New Advisor, Alternatives Commitment Plans, Small Cap Hire Maryland's Deputy CIO, Raymond James New Advisor, Alternatives Commitment Plans, Small Cap Hire In this episode of the Dakota Fundraising News Podcast, Pat and Konch discuss recent job changes, including Thomas Kim's new role as Deputy CIO for the Maryland State Retirement & Pension Systems. We also cover notable RIA/FA M&A activity, with new teams joining LPL Financial, Ampersand Partners, and Raymond James. In the institutional coverage segment, we highlight key searches, investment commitments, and fund launches, including updates from the Baltimore County Employees Retirement System and the Teachers Retirement System of Louisiana.

Stay tuned for the latest in institutional and private wealth developments!

]]> In this episode of the Dakota Fundraising News Podcast, Pat and Konch discuss recent job changes, including Thomas Kim's new role as Deputy CIO for the Maryland State Retirement & Pension Systems. We also cover notable RIA/FA M&A activity, with new teams joining LPL Financial, Ampersand Partners, and Raymond James. In the institutional coverage segment, we highlight key searches, investment commitments, and fund launches, including updates from the Baltimore County Employees Retirement System and the Teachers Retirement System of Louisiana.

Stay tuned for the latest in institutional and private wealth developments!

]]> Dakota Team Buzzsprout-16704149 Wed, 04 Sep 2024 08:00:00 -0400 429 full false Growth of Alts, PSP Investments, Upcoming Small Cap Search, Private Equity Allocations Growth of Alts, PSP Investments, Upcoming Small Cap Search, Private Equity Allocations In this episode of the Dakota Fundraising News Podcast, Pat and Konch explore key job changes, including Adam Freeman's move to the University of Minnesota Endowment and Eduard van Gelderen's departure from PSP Investments.

The RIA/FA M&A segment highlights new advisor teams joining Sanctuary Wealth and RBC Wealth Management. In institutional coverage, we discuss upcoming searches, significant investment decisions, and the latest fund launches, including insights from Bain & Company on the growth of private markets.

Join us for the latest updates in institutional and intermediary fundraising!

]]> In this episode of the Dakota Fundraising News Podcast, Pat and Konch explore key job changes, including Adam Freeman's move to the University of Minnesota Endowment and Eduard van Gelderen's departure from PSP Investments.

The RIA/FA M&A segment highlights new advisor teams joining Sanctuary Wealth and RBC Wealth Management. In institutional coverage, we discuss upcoming searches, significant investment decisions, and the latest fund launches, including insights from Bain & Company on the growth of private markets.

Join us for the latest updates in institutional and intermediary fundraising!

]]> Dakota Team Buzzsprout-16704142 Wed, 28 Aug 2024 08:00:00 -0400 573 full false People Moves, Raymond James, ACCESS Pool Direct Lending Search, RFP Finalists, Alternative Investments People Moves, Raymond James, ACCESS Pool Direct Lending Search, RFP Finalists, Alternative Investments In this episode of the Dakota Fundraising News Podcast, Pat and Konch bring you the latest updates across the institutional and private wealth sectors. We highlight significant job changes, including Morten Hagen's move to Mercer and Allison Daury's transition to Pilot House Associates. The RIA/FA M&A segment features new advisory teams joining Raymond James and LPL Financial. Finally, we dive into institutional coverage with updates on searches, investments, and new fund launches, including key activities from ACCESS Pool and the Chicago Teachers’ Pension Fund.

]]> In this episode of the Dakota Fundraising News Podcast, Pat and Konch bring you the latest updates across the institutional and private wealth sectors. We highlight significant job changes, including Morten Hagen's move to Mercer and Allison Daury's transition to Pilot House Associates. The RIA/FA M&A segment features new advisory teams joining Raymond James and LPL Financial. Finally, we dive into institutional coverage with updates on searches, investments, and new fund launches, including key activities from ACCESS Pool and the Chicago Teachers’ Pension Fund.

]]> Dakota Team Buzzsprout-16704133 Fri, 23 Aug 2024 08:00:00 -0400 513 full false Canadian Public Pension Board, NYU's New CIO, Advisor Team Updates, Alt Investment Plans Canadian Public Pension Board, NYU's New CIO, Advisor Team Updates, Alt Investment Plans In this episode of the Dakota Fundraising News Podcast, Pat and Konch dive into the latest developments across institutional and private wealth channels. We cover key job changes, including high-profile moves like Michelle Knudsen's transition to New York University's CIO and Caitlin Gubbels' promotion at the Canadian Public Pension Board. We also discuss significant RIA/FA mergers and acquisitions, with firms like NewEdge Wealth and LPL Financial making headlines. Lastly, we explore recent institutional searches and investments.

]]> In this episode of the Dakota Fundraising News Podcast, Pat and Konch dive into the latest developments across institutional and private wealth channels. We cover key job changes, including high-profile moves like Michelle Knudsen's transition to New York University's CIO and Caitlin Gubbels' promotion at the Canadian Public Pension Board. We also discuss significant RIA/FA mergers and acquisitions, with firms like NewEdge Wealth and LPL Financial making headlines. Lastly, we explore recent institutional searches and investments.

]]> Dakota Team Buzzsprout-16704124 Wed, 21 Aug 2024 08:00:00 -0400 480 full false Pacing Plans for Alts, RIA Move in Toronto, VRS Job Change Pacing Plans for Alts, RIA Move in Toronto, VRS Job Change Join Pat and Konch as they break down the latest job changes and strategic shifts in the financial industry. In this episode, they highlight key role transitions across institutional and private wealth sectors, including major moves at Cliffwater, VRS and PSRS. The conversation continues with a deep dive into RIA/FA mergers and acquisitions, spotlighting significant developments including a major move in Toronto. Finally, they wrap up with a thorough analysis of institutional coverage, including fresh RFPs, fund launches, and consultant updates, ensuring you’re up to speed with the latest in the financial landscape.

Don’t miss out on these critical insights!

]]> Join Pat and Konch as they break down the latest job changes and strategic shifts in the financial industry. In this episode, they highlight key role transitions across institutional and private wealth sectors, including major moves at Cliffwater, VRS and PSRS. The conversation continues with a deep dive into RIA/FA mergers and acquisitions, spotlighting significant developments including a major move in Toronto. Finally, they wrap up with a thorough analysis of institutional coverage, including fresh RFPs, fund launches, and consultant updates, ensuring you’re up to speed with the latest in the financial landscape.

Don’t miss out on these critical insights!

]]> Dakota Team Buzzsprout-16704118 Fri, 16 Aug 2024 08:00:00 -0400 537 full false Private Markets at Rockefeller, NY State Common’s 1.2B Move, Alts Searches Private Markets at Rockefeller, NY State Common’s 1.2B Move, Alts Searches Join Pat and Konch as they break down the latest job changes and strategic shifts in the financial industry. In this episode, they highlight key role transitions across institutional and private wealth sectors, including major moves at Rockefeller, The Mott Foundation, and Hamilton College. The conversation continues with a deep dive into RIA/FA mergers and acquisitions, spotlighting significant developments like the launch of Elevation Point and Commonwealth Financial Network’s latest recruitments. Finally, they wrap up with a thorough analysis of institutional coverage, including fresh RFPs, fund launches, and consultant updates, ensuring you’re up to speed with the latest in the financial landscape. Don’t miss out on these critical insights!

]]> Join Pat and Konch as they break down the latest job changes and strategic shifts in the financial industry. In this episode, they highlight key role transitions across institutional and private wealth sectors, including major moves at Rockefeller, The Mott Foundation, and Hamilton College. The conversation continues with a deep dive into RIA/FA mergers and acquisitions, spotlighting significant developments like the launch of Elevation Point and Commonwealth Financial Network’s latest recruitments. Finally, they wrap up with a thorough analysis of institutional coverage, including fresh RFPs, fund launches, and consultant updates, ensuring you’re up to speed with the latest in the financial landscape. Don’t miss out on these critical insights!

]]> Dakota Team Buzzsprout-16704103 Wed, 14 Aug 2024 08:00:00 -0400 677 full false IPOPIF Deputy CIO, Wealth Enhancement Group Acquisition, US Fixed Income & Emerging Market Equity RFPs, Recent Alternative Commitments IPOPIF Deputy CIO, Wealth Enhancement Group Acquisition, US Fixed Income & Emerging Market Equity RFPs, Recent Alternative Commitments On the Dakota Fundraising News Podcast, hosts Pat and Konch discuss recent significant shifts in the financial sector, highlighting key job changes, mergers and acquisitions, and institutional investment updates. They cover notable job transitions such as Josh Ungar moving to Alaska Permanent Fund Corporation, Greg Turk's new role at the Illinois Police Officers’ Pension Investment Fund, and Jose Minaya's appointment at BNY Mellon. Also covered includes Wealth Enhancement Group's acquisition of Starfox Financial Services, Focus Financial Partners' merger of two Chicago-area firms, and Kingsview Partners welcoming new wealth managers. The episode also delves into substantial institutional investments and searches, including Pennsylvania State Employees Retirement System's $1.2 billion US Fixed Income mandate, and multiple commitments by LA Fire and Police to alternative investments. 

Tune in for detailed discussions on how these movements are shaping the financial landscape, with further insights available on Dakota Marketplace online.

]]> On the Dakota Fundraising News Podcast, hosts Pat and Konch discuss recent significant shifts in the financial sector, highlighting key job changes, mergers and acquisitions, and institutional investment updates. They cover notable job transitions such as Josh Ungar moving to Alaska Permanent Fund Corporation, Greg Turk's new role at the Illinois Police Officers’ Pension Investment Fund, and Jose Minaya's appointment at BNY Mellon. Also covered includes Wealth Enhancement Group's acquisition of Starfox Financial Services, Focus Financial Partners' merger of two Chicago-area firms, and Kingsview Partners welcoming new wealth managers. The episode also delves into substantial institutional investments and searches, including Pennsylvania State Employees Retirement System's $1.2 billion US Fixed Income mandate, and multiple commitments by LA Fire and Police to alternative investments. 

Tune in for detailed discussions on how these movements are shaping the financial landscape, with further insights available on Dakota Marketplace online.

]]> Dakota Team Buzzsprout-16704094 Wed, 10 Jul 2024 08:00:00 -0400 539 full false Investment Consultant Updates, Advisor Moves, US Equity & Real Estate RFPs, Recent Alternative Investments Investment Consultant Updates, Advisor Moves, US Equity & Real Estate RFPs, Recent Alternative Investments On the Dakota Fundraising News Podcast, hosts Pat and Konch delve into significant developments within the financial sector, spotlighting key job changes, RIA/FA mergers and acquisitions, and expansive institutional investment updates. In job movements, Scott Welch joins Certuity as a seasoned chief investment officer, and Chad Tew transitions from Blackrock to AON as a consultant. The Advisor coverage highlights the acquisition of Shore Morgan Young Wealth Strategies by Lido Advisors, and the formation of Losh Wealth Management as Anthony Losh moves to Raymond James. Institutional coverage includes the Teachers Retirement System of Illinois committing $570 million across multiple asset classes, and detailed RFP announcements from the Pembroke Pines Fire and Police Officers' Pension Fund and Bristol County Retirement System seeking management for substantial investments in equity and real estate. The episode wraps with the Virginia Retirement System's strategic allocations totaling $1.3 billion across alternatives.

]]> On the Dakota Fundraising News Podcast, hosts Pat and Konch delve into significant developments within the financial sector, spotlighting key job changes, RIA/FA mergers and acquisitions, and expansive institutional investment updates. In job movements, Scott Welch joins Certuity as a seasoned chief investment officer, and Chad Tew transitions from Blackrock to AON as a consultant. The Advisor coverage highlights the acquisition of Shore Morgan Young Wealth Strategies by Lido Advisors, and the formation of Losh Wealth Management as Anthony Losh moves to Raymond James. Institutional coverage includes the Teachers Retirement System of Illinois committing $570 million across multiple asset classes, and detailed RFP announcements from the Pembroke Pines Fire and Police Officers' Pension Fund and Bristol County Retirement System seeking management for substantial investments in equity and real estate. The episode wraps with the Virginia Retirement System's strategic allocations totaling $1.3 billion across alternatives.

]]> Dakota Team Buzzsprout-16704087 Fri, 28 Jun 2024 08:00:00 -0400 513 full false NewEdge Advisors Acquisition, Real Estate & EM Equity RFPs, Global Equity Manager Hires, Alternative Commitments NewEdge Advisors Acquisition, Real Estate & EM Equity RFPs, Global Equity Manager Hires, Alternative Commitments On the Dakota Fundraising News Podcast, hosts Pat and Konch discuss recent job transitions, including Jean Pierre Bonour to DWS Group and Jasmine Yu to Bryn Mawr Capital Management, alongside significant mergers such as NewEdge Advisors acquiring Stonebridge Financial Partners. The episode also covers institutional investment actions, highlighting the Bristol County Retirement System's search for private real estate investments and substantial new commitments by the Colorado Fire & Police Pension Association. Additionally, the launch of Capitol Meridian Partners' CMP Terrapin Partners II is announced, targeting the aerospace and defense sectors. 

Tune in for a comprehensive look at the evolving landscape of financial management and investment, with more detailed insights available on Dakota Marketplace online.

]]> On the Dakota Fundraising News Podcast, hosts Pat and Konch discuss recent job transitions, including Jean Pierre Bonour to DWS Group and Jasmine Yu to Bryn Mawr Capital Management, alongside significant mergers such as NewEdge Advisors acquiring Stonebridge Financial Partners. The episode also covers institutional investment actions, highlighting the Bristol County Retirement System's search for private real estate investments and substantial new commitments by the Colorado Fire & Police Pension Association. Additionally, the launch of Capitol Meridian Partners' CMP Terrapin Partners II is announced, targeting the aerospace and defense sectors. 

Tune in for a comprehensive look at the evolving landscape of financial management and investment, with more detailed insights available on Dakota Marketplace online.

]]> Dakota Team Buzzsprout-16704075 Thu, 20 Jun 2024 08:00:00 -0400 535 full false Missouri ERS Head of PE, New UBS Team, PE & High Yield RFPs, Ireland Strategic Investment Fund Missouri ERS Head of PE, New UBS Team, PE & High Yield RFPs, Ireland Strategic Investment Fund Join Matt and Konch on the Dakota Fundraising News Podcast as they delve into recent job changes, M&A activity, and institutional investment updates. This episode covers career moves, such as Ahmad Khan's appointment at the Missouri State Employees’ Retirement System and Ross Breman's new role at Fidelity Investments. Explore Lido Advisors' acquisition of Shore Morgan Young Wealth Strategies, the launch of Highway One Capital by former First Republic advisors, and UBS's addition of The BlueWater Group from Morgan Stanley. Our institutional coverage examines investment searches and commitments, including the Massachusetts Housing Finance Agency Retirement System's private equity search and Watertown Retirement System's hunt for high yield bond managers. We also spotlight recent investment commitments by the Wyoming State Loan and Investment Board and the Ireland Strategic Investment Fund in various asset classes. Additionally, KdT Ventures' launch of Fund IV showcases ongoing innovation in scientific and genetic research investment. 

Tune in for a comprehensive analysis of these developments and their impact on the financial landscape.

]]> Join Matt and Konch on the Dakota Fundraising News Podcast as they delve into recent job changes, M&A activity, and institutional investment updates. This episode covers career moves, such as Ahmad Khan's appointment at the Missouri State Employees’ Retirement System and Ross Breman's new role at Fidelity Investments. Explore Lido Advisors' acquisition of Shore Morgan Young Wealth Strategies, the launch of Highway One Capital by former First Republic advisors, and UBS's addition of The BlueWater Group from Morgan Stanley. Our institutional coverage examines investment searches and commitments, including the Massachusetts Housing Finance Agency Retirement System's private equity search and Watertown Retirement System's hunt for high yield bond managers. We also spotlight recent investment commitments by the Wyoming State Loan and Investment Board and the Ireland Strategic Investment Fund in various asset classes. Additionally, KdT Ventures' launch of Fund IV showcases ongoing innovation in scientific and genetic research investment. 

Tune in for a comprehensive analysis of these developments and their impact on the financial landscape.

]]> Dakota Team Buzzsprout-16704062 Fri, 14 Jun 2024 08:00:00 -0400 546 full false New $1B RIA Formed, Direct Lending RFPs, SMID Cap Manager Hire, New PE Fund Launch New $1B RIA Formed, Direct Lending RFPs, SMID Cap Manager Hire, New PE Fund Launch Join Matt and Konch on the Dakota Fundraising News Podcast as they explore the latest job changes, advisor activity, and institutional investment updates. This episode kicks off with significant career moves, including Benjamin Borich's new role at the Ohio State Teachers’ Retirement System, Francis Schoen joining PNC, and Greg Dunn's appointment at the New Mexico State Investment Council. They also go over the new Alteri Wealth by a former Merrill Lynch team, Kestra's addition of Attain Wealth Partners, and Pistone Wealth Advisors joining Stratos Wealth Advisors. Our institutional coverage focuses on new investment commitments and RFPs, such as the Texas County & District Retirement System's recent commitments to private equity and the Quincy Retirement System's search for a senior direct lending strategy. We also highlight new fund launches, including Horsley Bridge Partners' Growth 14 fund.

]]> Join Matt and Konch on the Dakota Fundraising News Podcast as they explore the latest job changes, advisor activity, and institutional investment updates. This episode kicks off with significant career moves, including Benjamin Borich's new role at the Ohio State Teachers’ Retirement System, Francis Schoen joining PNC, and Greg Dunn's appointment at the New Mexico State Investment Council. They also go over the new Alteri Wealth by a former Merrill Lynch team, Kestra's addition of Attain Wealth Partners, and Pistone Wealth Advisors joining Stratos Wealth Advisors. Our institutional coverage focuses on new investment commitments and RFPs, such as the Texas County & District Retirement System's recent commitments to private equity and the Quincy Retirement System's search for a senior direct lending strategy. We also highlight new fund launches, including Horsley Bridge Partners' Growth 14 fund.

]]> Dakota Team Buzzsprout-16704055 Wed, 12 Jun 2024 08:00:00 -0400 576 full false RIA Founded by NFL Players, Real Estate RFP, UK Investment Coverage RIA Founded by NFL Players, Real Estate RFP, UK Investment Coverage In this episode, uncover the latest significant job changes and strategic mergers in the financial sector. Learn about high-profile transitions at New Mexico State Investment Council, CDPQ, and Strategic Blueprint, alongside the dynamic RIA acquisitions by Corient Private Wealth and Beacon Pointe Advisors. Dive deeper into institutional investment trends with a close look at new commitments and consultant searches at major pension plans and investment funds.

]]> In this episode, uncover the latest significant job changes and strategic mergers in the financial sector. Learn about high-profile transitions at New Mexico State Investment Council, CDPQ, and Strategic Blueprint, alongside the dynamic RIA acquisitions by Corient Private Wealth and Beacon Pointe Advisors. Dive deeper into institutional investment trends with a close look at new commitments and consultant searches at major pension plans and investment funds.

]]> Dakota Team Buzzsprout-16703889 Fri, 07 Jun 2024 08:00:00 -0400 616 full false Cook County New Hire & RE Search, Focus Financial Firms Joining The Colony Group, Emerging Manager RFPs, Mid Cap Manager Hires Cook County New Hire & RE Search, Focus Financial Firms Joining The Colony Group, Emerging Manager RFPs, Mid Cap Manager Hires Join Pat and Konch on the Dakota Fundraising News Podcast as they delve into recent pivotal job changes, M&A activity, and institutional investment updates in the financial industry.

This episode highlights key career transitions, such as Stephen Wolff's move to the Cook County Pension Fund. In M&A news, learn about Focus Financial Partners Inc.'s integration of five business lines within The Colony Group and RBC Wealth Management's addition of The Taggart Group with $855 million in client assets. Our institutional coverage explores substantial investment commitments and searches, including the State Universities Retirement System of Illinois' plans for hedge fund managers and the Michigan State Investment Board's recent allocations across various funds.

]]> Join Pat and Konch on the Dakota Fundraising News Podcast as they delve into recent pivotal job changes, M&A activity, and institutional investment updates in the financial industry.

This episode highlights key career transitions, such as Stephen Wolff's move to the Cook County Pension Fund. In M&A news, learn about Focus Financial Partners Inc.'s integration of five business lines within The Colony Group and RBC Wealth Management's addition of The Taggart Group with $855 million in client assets. Our institutional coverage explores substantial investment commitments and searches, including the State Universities Retirement System of Illinois' plans for hedge fund managers and the Michigan State Investment Board's recent allocations across various funds.

]]> Dakota Team Buzzsprout-16703873 Wed, 05 Jun 2024 08:00:00 -0400 575 full false Small Cap, Private Equity & Infrastructure RFPs, Waverly Advisors Acquisitions, Miracle Mile Advisors CIO, Pension Investments Small Cap, Private Equity & Infrastructure RFPs, Waverly Advisors Acquisitions, Miracle Mile Advisors CIO, Pension Investments Join Pat and Konch on the Dakota Fundraising News Podcast. This episode highlights significant career transitions including Matt Dmytryszyn's move to Miracle Mile Advisors and Thomas Yao's new role at RDM Financial. Discover the strategic expansions with Waverly Advisors' acquisition of Derbend Asset Management and the Rockefeller Global Family Office adding a prominent Chicago-based team. Dive into institutional investment insights with detailed coverage of the Illinois Firefighters' Pension Investment Fund's latest RFPs and investment plans by the Employees’ Retirement System of Texas in diverse asset classes. 

Tune in for a comprehensive analysis of how these movements are shaping the financial landscape.

]]> Join Pat and Konch on the Dakota Fundraising News Podcast. This episode highlights significant career transitions including Matt Dmytryszyn's move to Miracle Mile Advisors and Thomas Yao's new role at RDM Financial. Discover the strategic expansions with Waverly Advisors' acquisition of Derbend Asset Management and the Rockefeller Global Family Office adding a prominent Chicago-based team. Dive into institutional investment insights with detailed coverage of the Illinois Firefighters' Pension Investment Fund's latest RFPs and investment plans by the Employees’ Retirement System of Texas in diverse asset classes. 

Tune in for a comprehensive analysis of how these movements are shaping the financial landscape.

]]> Dakota Team Buzzsprout-16703858 Fri, 31 May 2024 08:00:00 -0400 615 full false City of Holyoke Retirement, New PE Fund Launch, Merrill Lynch and LPL Acquisitions City of Holyoke Retirement, New PE Fund Launch, Merrill Lynch and LPL Acquisitions Join Pat and Konch as they highlight important job changes and strategic developments within the financial industry. Discover Laurel Sell’s transition to Ashton Thomas Private Wealth and Mike Philipson’s new role at Northwestern Mutual. The episode also examines key RIA/FA mergers, including Stifel Financial’s acquisition of a Merrill Lynch advisory team and LPL Financial’s incorporation of Pilot Financial. Further, delve into institutional coverage where new consultant searches, investment strategies, and fund commitments, such as those by the City of Holyoke Retirement Board and the Chicago Teachers’ Pension Fund, are shaping the investment landscape. 

Stay tuned to understand how these changes affect the dynamics of financial management and investment.

]]> Join Pat and Konch as they highlight important job changes and strategic developments within the financial industry. Discover Laurel Sell’s transition to Ashton Thomas Private Wealth and Mike Philipson’s new role at Northwestern Mutual. The episode also examines key RIA/FA mergers, including Stifel Financial’s acquisition of a Merrill Lynch advisory team and LPL Financial’s incorporation of Pilot Financial. Further, delve into institutional coverage where new consultant searches, investment strategies, and fund commitments, such as those by the City of Holyoke Retirement Board and the Chicago Teachers’ Pension Fund, are shaping the investment landscape. 

Stay tuned to understand how these changes affect the dynamics of financial management and investment.

]]> Dakota Team Buzzsprout-16703844 Fri, 24 May 2024 08:00:00 -0400 518 full false CalSTRS CIO, William Blair Expands in Philly, Upcoming Investment Searches, New PE Fund Launch CalSTRS CIO, William Blair Expands in Philly, Upcoming Investment Searches, New PE Fund Launch Join hosts Pat and Konch on the Dakota Fundraising News Podcast as they dive into recent job changes, advisor activity, and institutional investment updates. This episode unpacks key job transitions, including Alex Sawabini's move from Cambridge Associates to BCG, John Patterson's new role at Wilshire Associates, and Scott Chan's appointment as CIO of CalSTRS. Learn about William Blair's expansion in Philadelphia with the acquisition of Fernberger Wealth Management and LPL's addition of two advisors from Cetera, boosting their managed assets significantly. Our institutional coverage highlights significant investment actions and upcoming searches at various pension systems, including the Boston Retirement System's plans for a Private Equity & International Small Cap manager search, and notable commitments by the Santa Barbara County Employees’ Retirement System in alternative funds.

]]> Join hosts Pat and Konch on the Dakota Fundraising News Podcast as they dive into recent job changes, advisor activity, and institutional investment updates. This episode unpacks key job transitions, including Alex Sawabini's move from Cambridge Associates to BCG, John Patterson's new role at Wilshire Associates, and Scott Chan's appointment as CIO of CalSTRS. Learn about William Blair's expansion in Philadelphia with the acquisition of Fernberger Wealth Management and LPL's addition of two advisors from Cetera, boosting their managed assets significantly. Our institutional coverage highlights significant investment actions and upcoming searches at various pension systems, including the Boston Retirement System's plans for a Private Equity & International Small Cap manager search, and notable commitments by the Santa Barbara County Employees’ Retirement System in alternative funds.

]]> Dakota Team Buzzsprout-16703688 Wed, 22 May 2024 08:00:00 -0400 518 full false Guardian Life's Head of Investment Strategy, RIA Activity, LACERS 2024 RE Plan, Fixed Income Manager Hires, Consultant Search Guardian Life's Head of Investment Strategy, RIA Activity, LACERS 2024 RE Plan, Fixed Income Manager Hires, Consultant Search Join Pat and Konch on the Dakota Fundraising News Podcast as they delve into recent job changes and strategic developments in the financial sector. This episode highlights Chad Myhre's appointment at Alfred I. DuPont Charitable Trust, Felix Lurye's transition to Guardian Life, and William Clegg's new venture with Kyros Private Wealth. The discussion also covers Summit Financial Holdings' launch of Kyros Private Wealth and Edelman Financials’ acquisition of Soundmark Wealth Management. In our institutional coverage, we explore significant searches and investments, including the Town of Plymouth Retirement System's Fixed Income RFP and the Los Angeles City Employees’ Retirement System's real estate commitment plan. 

Tune in for an insightful update on how these developments are shaping the landscape of financial management and investment.

]]> Join Pat and Konch on the Dakota Fundraising News Podcast as they delve into recent job changes and strategic developments in the financial sector. This episode highlights Chad Myhre's appointment at Alfred I. DuPont Charitable Trust, Felix Lurye's transition to Guardian Life, and William Clegg's new venture with Kyros Private Wealth. The discussion also covers Summit Financial Holdings' launch of Kyros Private Wealth and Edelman Financials’ acquisition of Soundmark Wealth Management. In our institutional coverage, we explore significant searches and investments, including the Town of Plymouth Retirement System's Fixed Income RFP and the Los Angeles City Employees’ Retirement System's real estate commitment plan. 

Tune in for an insightful update on how these developments are shaping the landscape of financial management and investment.

]]> Dakota Team Buzzsprout-16703678 Fri, 17 May 2024 08:00:00 -0400 459 full false Abu Dhabi Head of NA Infrastructure, AlTI Global Acquires Envoi, Meketa RFPs, LA Pension New Investments Abu Dhabi Head of NA Infrastructure, AlTI Global Acquires Envoi, Meketa RFPs, LA Pension New Investments Join hosts Matt and Konch on the Dakota Fundraising News Podcast as they explore significant job changes and strategic developments. This episode features Vikram Aggarwal's new role at Abu Dhabi Investment Council, Barinder Mann's transition to Eckler, and Brian Fernandez's appointment as President at Larson Financial. Dive into M&A activity with insights on Wealthspire Advisors' acquisition of Walden Wealth Partners and AlTi Global's purchase of Envoi, LLC. The episode also covers important institutional movements such as the Park Employees Annuity & Benefit Board of Chicago's international equity RFP and major commitments by two of Los Angeles' major pension systems.

]]> Join hosts Matt and Konch on the Dakota Fundraising News Podcast as they explore significant job changes and strategic developments. This episode features Vikram Aggarwal's new role at Abu Dhabi Investment Council, Barinder Mann's transition to Eckler, and Brian Fernandez's appointment as President at Larson Financial. Dive into M&A activity with insights on Wealthspire Advisors' acquisition of Walden Wealth Partners and AlTi Global's purchase of Envoi, LLC. The episode also covers important institutional movements such as the Park Employees Annuity & Benefit Board of Chicago's international equity RFP and major commitments by two of Los Angeles' major pension systems.

]]> Dakota Team Buzzsprout-16703671 Wed, 15 May 2024 08:00:00 -0400 551 full false Gordon Ross Leaving LGPS, New $115B RIA, Private Equity RFP, NY Common Investments Gordon Ross Leaving LGPS, New $115B RIA, Private Equity RFP, NY Common Investments Join Matt and Konch in this episode of the Dakota Fundraising News Podcast. Discover significant career moves, including Gordon Ross's planned departure from LGPS Central and Gabriel Denham's new position at Prudential. The discussion then delves into major mergers and acquisitions, highlighting the merger of Buckingham Wealth Partners and The Colony Group under Focus Financial, and the launch of Thimble Island Private Wealth by former advisors from Janney Montgomery Scott.

Additionally, the episode explores institutional investment trends with a focus on various consultant searches and fund commitments by prominent pension funds, such as the Chicago Policemen’s Annuity & Benefit Fund and the New York State Common Retirement Fund. 

Tune in for an insightful update on how these developments are reshaping the world of financial management and investment.

]]> Join Matt and Konch in this episode of the Dakota Fundraising News Podcast. Discover significant career moves, including Gordon Ross's planned departure from LGPS Central and Gabriel Denham's new position at Prudential. The discussion then delves into major mergers and acquisitions, highlighting the merger of Buckingham Wealth Partners and The Colony Group under Focus Financial, and the launch of Thimble Island Private Wealth by former advisors from Janney Montgomery Scott.

Additionally, the episode explores institutional investment trends with a focus on various consultant searches and fund commitments by prominent pension funds, such as the Chicago Policemen’s Annuity & Benefit Fund and the New York State Common Retirement Fund. 

Tune in for an insightful update on how these developments are reshaping the world of financial management and investment.

]]> Dakota Team Buzzsprout-16703665 Fri, 10 May 2024 08:00:00 -0400 601 full false MAI Capital Acquisition, NYSTRS Invests $900M, Newest Investment RFPs MAI Capital Acquisition, NYSTRS Invests $900M, Newest Investment RFPs Join Konch and Matt Marino in this episode as they navigate the dynamic landscape of financial industry changes. Discover significant career moves with Scott Cha-Choe's new role at Commonwealth Business Bank and Ryan Roffina's shift to D.A. Davison Companies. The discussion then explores major mergers and acquisitions, such as MAI Capital Management's integration of Harbor Wealth Management, and Rockefeller Capital Management's recruitment of a top-tier private wealth team from Morgan Stanley.

Additionally, the episode dives into institutional investment trends with highlights on various consultant searches and fund commitments by prominent pension funds, including the Norfolk County Retirement System and the San Bernardino County Employee Retirement Association. 

Tune in for an insightful update on how these developments are reshaping the world of financial management and investment.

]]> Join Konch and Matt Marino in this episode as they navigate the dynamic landscape of financial industry changes. Discover significant career moves with Scott Cha-Choe's new role at Commonwealth Business Bank and Ryan Roffina's shift to D.A. Davison Companies. The discussion then explores major mergers and acquisitions, such as MAI Capital Management's integration of Harbor Wealth Management, and Rockefeller Capital Management's recruitment of a top-tier private wealth team from Morgan Stanley.

Additionally, the episode dives into institutional investment trends with highlights on various consultant searches and fund commitments by prominent pension funds, including the Norfolk County Retirement System and the San Bernardino County Employee Retirement Association. 

Tune in for an insightful update on how these developments are reshaping the world of financial management and investment.

]]> Dakota Team Buzzsprout-16703658 Wed, 08 May 2024 08:00:00 -0400 450 full false Canada Post Pension Plan, Consultant Acquisitions, Washington State IB Canada Post Pension Plan, Consultant Acquisitions, Washington State IB Join Pat and Konch in this episode as they discuss recent influential job changes and strategic decisions across the financial industry. Learn about Michael McGowan’s move to Canada Post Pension Plan and Melissa Holding’s new position at Huntington National Bank. The conversation then shifts to notable mergers and acquisitions within the RIA/FA space, including The Riverside Company’s acquisition of The Townsend Group and SEIA’s expansion into the Midwest with the Cedar Brook Group acquisition. The episode also covers a variety of institutional investment activities, highlighting the Washington State Investment Board’s consultant search and significant fund allocations by the Indiana Public Retirement System and other major pension funds. 

Tune in for a comprehensive update on how these developments are shaping the landscape of financial management and investment.

]]> Join Pat and Konch in this episode as they discuss recent influential job changes and strategic decisions across the financial industry. Learn about Michael McGowan’s move to Canada Post Pension Plan and Melissa Holding’s new position at Huntington National Bank. The conversation then shifts to notable mergers and acquisitions within the RIA/FA space, including The Riverside Company’s acquisition of The Townsend Group and SEIA’s expansion into the Midwest with the Cedar Brook Group acquisition. The episode also covers a variety of institutional investment activities, highlighting the Washington State Investment Board’s consultant search and significant fund allocations by the Indiana Public Retirement System and other major pension funds. 

Tune in for a comprehensive update on how these developments are shaping the landscape of financial management and investment.

]]> Dakota Team Buzzsprout-16703650 Fri, 03 May 2024 08:00:00 -0400 487 full false LPL's Continued Momentum, City of Milwaukee Pension and Alternative Investment News LPL's Continued Momentum, City of Milwaukee Pension and Alternative Investment News In this episode, Pat and Konch guide listeners through notable job changes and strategic shifts within both the institutional and private wealth sectors. Hear about Keith Dickerson’s move to City of Milwaukee Pension, Danny Henneghan’s new role at Citizens Bank, and Adri Chaikin’s transition to Robert Wood Johnson Barnabas Health Foundation. The discussion also covers recent acquisitions in the RIA/FA space, including LPL Financial’s addition of Strategic Wealth Partners and Raymond James’s recruitment of Sloane Fox. Furthermore, delve into the institutional segment where investments, consultant searches, and new fund launches like Carmel Partners Fund IX are shaping the future of pension funds and other large-scale investment entities. 

Tune in for a comprehensive analysis of these pivotal industry developments.

]]> In this episode, Pat and Konch guide listeners through notable job changes and strategic shifts within both the institutional and private wealth sectors. Hear about Keith Dickerson’s move to City of Milwaukee Pension, Danny Henneghan’s new role at Citizens Bank, and Adri Chaikin’s transition to Robert Wood Johnson Barnabas Health Foundation. The discussion also covers recent acquisitions in the RIA/FA space, including LPL Financial’s addition of Strategic Wealth Partners and Raymond James’s recruitment of Sloane Fox. Furthermore, delve into the institutional segment where investments, consultant searches, and new fund launches like Carmel Partners Fund IX are shaping the future of pension funds and other large-scale investment entities. 

Tune in for a comprehensive analysis of these pivotal industry developments.

]]> Dakota Team Buzzsprout-16703635 Wed, 01 May 2024 08:00:00 -0400 470 full false LPL goes to Delaware, Jordan Park New Hire, Natick Mass and Weld County, CO Retirement Searches LPL goes to Delaware, Jordan Park New Hire, Natick Mass and Weld County, CO Retirement Searches Join Pat and Konch as they guide you through the latest job shifts and role changes across the financial industry, including notable moves to Jordan Park and Cresset. The episode progresses to examine substantial mergers and acquisitions within the RIA/FA sector, featuring LPL Financial’s creation of Sussex Wealth Partners and Cresset’s expansion in San Francisco. The discussion then pivots to institutional investments, highlighting recent fund allocations by large pension funds and the launch of Monomoy Capital Partners Fund V.

]]> Join Pat and Konch as they guide you through the latest job shifts and role changes across the financial industry, including notable moves to Jordan Park and Cresset. The episode progresses to examine substantial mergers and acquisitions within the RIA/FA sector, featuring LPL Financial’s creation of Sussex Wealth Partners and Cresset’s expansion in San Francisco. The discussion then pivots to institutional investments, highlighting recent fund allocations by large pension funds and the launch of Monomoy Capital Partners Fund V.

]]> Dakota Team Buzzsprout-16703626 Fri, 26 Apr 2024 08:00:00 -0400 509 full false Stifel Acquisition, Louisiana State and VA Investment Decisions, Events Update Stifel Acquisition, Louisiana State and VA Investment Decisions, Events Update In this episode, Pat and Konch discuss recent key job and role changes across the financial landscape, highlighting moves to TSG Wealth Management, Gries Financial Partners, and others. They also delve into significant mergers and acquisitions in the RIA/FA sector, featuring Steward Partners’ strategic expansion and Stifel Financial’s acquisition of a top advisory team. The discussion then transitions to institutional coverage, exploring new fund launches and investment decisions by prominent pension funds like the Louisiana State Police Retirement System and the Virginia Retirement System. 

Stay tuned for a comprehensive look at how these moves are shaping the financial services industry.

]]> In this episode, Pat and Konch discuss recent key job and role changes across the financial landscape, highlighting moves to TSG Wealth Management, Gries Financial Partners, and others. They also delve into significant mergers and acquisitions in the RIA/FA sector, featuring Steward Partners’ strategic expansion and Stifel Financial’s acquisition of a top advisory team. The discussion then transitions to institutional coverage, exploring new fund launches and investment decisions by prominent pension funds like the Louisiana State Police Retirement System and the Virginia Retirement System. 

Stay tuned for a comprehensive look at how these moves are shaping the financial services industry.

]]> Dakota Team Buzzsprout-16703615 Wed, 24 Apr 2024 08:00:00 -0400 505 full false University of Alabama Investment, LPL Continues to Grow University of Alabama Investment, LPL Continues to Grow Join Pat and Konch as they delve into recent pivotal job changes and mergers and acquisitions shaping the landscape of institutional and private wealth management. The episode kicks off with important executive movements, including the CIO of Radnor Capital and Matt Dmytryszyn’s appointment at Miracle Mile Advisors. The discussion then shifts to significant mergers, highlighting LPL Financial’s addition of a top-tier advisory team and Apella Capital’s strategic acquisition of ClearLogic Financial.

Wrapping up, the hosts explore institutional investment strategies and new fund launches, including notable commitments by the University of Alabama System Endowment and innovative fund strategies by Taconic. This episode offers an in-depth look at the dynamic shifts within the financial services industry.

]]> Join Pat and Konch as they delve into recent pivotal job changes and mergers and acquisitions shaping the landscape of institutional and private wealth management. The episode kicks off with important executive movements, including the CIO of Radnor Capital and Matt Dmytryszyn’s appointment at Miracle Mile Advisors. The discussion then shifts to significant mergers, highlighting LPL Financial’s addition of a top-tier advisory team and Apella Capital’s strategic acquisition of ClearLogic Financial.

Wrapping up, the hosts explore institutional investment strategies and new fund launches, including notable commitments by the University of Alabama System Endowment and innovative fund strategies by Taconic. This episode offers an in-depth look at the dynamic shifts within the financial services industry.

]]> Dakota Team Buzzsprout-16703607 Fri, 19 Apr 2024 08:00:00 -0400 454 full false WEG Leadership, Michigan State Investment Board, New Secondaries Fund Launch WEG Leadership, Michigan State Investment Board, New Secondaries Fund Launch Dive into the latest executive moves and major investments in the financial sector on this episode. Discover leadership changes at Wealth Enhancement Group and J.Paul Getty Trust, new acquisitions by Waverly Advisors and Stratos Private Wealth, and significant funding shifts in institutions like the Michigan State Investment Board and Orange County Employees’ Retirement System. Plus, get insights into new fund launches including Coller Capital’s innovative secondary private equity fund.

]]> Dive into the latest executive moves and major investments in the financial sector on this episode. Discover leadership changes at Wealth Enhancement Group and J.Paul Getty Trust, new acquisitions by Waverly Advisors and Stratos Private Wealth, and significant funding shifts in institutions like the Michigan State Investment Board and Orange County Employees’ Retirement System. Plus, get insights into new fund launches including Coller Capital’s innovative secondary private equity fund.

]]> Dakota Team Buzzsprout-16703593 Wed, 17 Apr 2024 08:00:00 -0400 500 full false West Coast Pension Investments, Glenmede New CIO, PE Fund Launches West Coast Pension Investments, Glenmede New CIO, PE Fund Launches 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.

]]> 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.

]]> Dakota Team Buzzsprout-16703584 Fri, 12 Apr 2024 08:00:00 -0400 492 full false Cerity Acquires Agility, TRS of TX, Mariner Wealth & WEG Cerity Acquires Agility, TRS of TX, Mariner Wealth & WEG Join Pat and Konch for a snapshot of the fundraising world: Myles Clements’ move to Mariner Wealth Advisors, Aaron Birman’s new role at Callan, and Wealth Enhancement Group’s strategic hires. Discover mergers like Cerity Partners with Agility, Sequoia Financial’s acquisition of AltruVista, and Creative Planning’s expansion through ML&R Wealth Management. Dive into institutional investments with insights on the Illinois Municipal Retirement Fund, Teachers Retirement System of Texas’s new commitments, and more. This episode is your quick guide to the significant people, mergers, and investments shaping wealth management and institutional investing today.

]]> Join Pat and Konch for a snapshot of the fundraising world: Myles Clements’ move to Mariner Wealth Advisors, Aaron Birman’s new role at Callan, and Wealth Enhancement Group’s strategic hires. Discover mergers like Cerity Partners with Agility, Sequoia Financial’s acquisition of AltruVista, and Creative Planning’s expansion through ML&R Wealth Management. Dive into institutional investments with insights on the Illinois Municipal Retirement Fund, Teachers Retirement System of Texas’s new commitments, and more. This episode is your quick guide to the significant people, mergers, and investments shaping wealth management and institutional investing today.

]]> Dakota Team Buzzsprout-16703550 Wed, 10 Apr 2024 08:00:00 -0400 449 full false CalPERS New CIO, Emerging Markets RFPs, NY Common’s $400M Emerging Manager Program Investment CalPERS New CIO, Emerging Markets RFPs, NY Common’s $400M Emerging Manager Program Investment In this episode, we delve into recent pivotal developments within the fundraising sector, highlighting key personnel changes such as CALPERs and MoLAGERS new CIO appointments. We then explore significant activity in the advisor space, including Raymond James' recruitment from RBC Wealth Management and Stratos Wealth Advisors' expansion. The discussion extends to institutional investments and strategic planning, featuring the Massachusetts Water Resources Authority and Rhode Island State Pension's investment approaches, alongside emerging market equity searches by the City of Marlborough and the Massachusetts Housing Finance Agency Retirement Systems. Investments by the New York State Common Retirement Fund, the State University Retirement System of Illinois, and the District of Columbia Retirement Board’s allocation to alternative investments are also discussed. 

Take a listen for a comprehensive overview of strategic decisions influencing the fundraising industry's landscape.

]]> In this episode, we delve into recent pivotal developments within the fundraising sector, highlighting key personnel changes such as CALPERs and MoLAGERS new CIO appointments. We then explore significant activity in the advisor space, including Raymond James' recruitment from RBC Wealth Management and Stratos Wealth Advisors' expansion. The discussion extends to institutional investments and strategic planning, featuring the Massachusetts Water Resources Authority and Rhode Island State Pension's investment approaches, alongside emerging market equity searches by the City of Marlborough and the Massachusetts Housing Finance Agency Retirement Systems. Investments by the New York State Common Retirement Fund, the State University Retirement System of Illinois, and the District of Columbia Retirement Board’s allocation to alternative investments are also discussed. 

Take a listen for a comprehensive overview of strategic decisions influencing the fundraising industry's landscape.

]]> Dakota Team Buzzsprout-16703538 Fri, 05 Apr 2024 08:00:00 -0400 533 full false NEPC's Newest Principal, UBS' $1.3B Advisor Move, Massachusetts Pension Equity Searches, New Fund Launches NEPC's Newest Principal, UBS' $1.3B Advisor Move, Massachusetts Pension Equity Searches, New Fund Launches This episode dives into the latest shifts in the fundraising space, featuring key moves such as Mikaylee O’Connor's transition to NEPC, Angela Wang founding EN+ Wealth, and the Ontario Teachers’ Pension Plan Board's search for a new CFO. We also spotlight mergers and acquisitions like the 250M FA Duo's move to Avantax and the 1B Wells Fargo team joining Seventy2 Capital Wealth Management. Additionally, we cover institutional updates including investment searches by the Massachusetts Water Resources Authority Retirement System and new fund launches like Westport Capital's NewCold Fund III. 

Tune in for a concise overview of the pivotal changes and strategic developments reshaping the fundraising space.

]]> This episode dives into the latest shifts in the fundraising space, featuring key moves such as Mikaylee O’Connor's transition to NEPC, Angela Wang founding EN+ Wealth, and the Ontario Teachers’ Pension Plan Board's search for a new CFO. We also spotlight mergers and acquisitions like the 250M FA Duo's move to Avantax and the 1B Wells Fargo team joining Seventy2 Capital Wealth Management. Additionally, we cover institutional updates including investment searches by the Massachusetts Water Resources Authority Retirement System and new fund launches like Westport Capital's NewCold Fund III. 

Tune in for a concise overview of the pivotal changes and strategic developments reshaping the fundraising space.

]]> Dakota Team Buzzsprout-16703531 Wed, 03 Apr 2024 08:00:00 -0400 516 full false Caprock Acquires Grey Street, Tennessee & Tampa Allocation Adjustments, Consultant Update Caprock Acquires Grey Street, Tennessee & Tampa Allocation Adjustments, Consultant Update Highlights include David Spika’s move to Turtle Creek Wealth Advisors, the Rockefeller Capital Management team expansion with Pollock Salah Wealth Partners, and Caprock’s acquisition of Grey Street Capital. We also cover the Tennessee Valley Authority Retirement System’s fixed income allocation adjustments, the City of Tampa’s target allocation mix changes, and significant investment commitments from the Louisiana State Police Retirement System and others. 

Tune in for an insightful analysis of these strategic decisions shaping the financial landscape.

]]> Highlights include David Spika’s move to Turtle Creek Wealth Advisors, the Rockefeller Capital Management team expansion with Pollock Salah Wealth Partners, and Caprock’s acquisition of Grey Street Capital. We also cover the Tennessee Valley Authority Retirement System’s fixed income allocation adjustments, the City of Tampa’s target allocation mix changes, and significant investment commitments from the Louisiana State Police Retirement System and others. 

Tune in for an insightful analysis of these strategic decisions shaping the financial landscape.

]]> Dakota Team Buzzsprout-16703521 Wed, 27 Mar 2024 08:00:00 -0400 524 full false Industry Events, Concurrent Advisors, Arizona State Retirement Allocation Industry Events, Concurrent Advisors, Arizona State Retirement Allocation In this episode, we explore the dynamic RIA and FA sector with significant advisor movements and mergers, such as Tampa-based Concurrent Investment Advisors welcoming three advisors with a collective $365 million in assets and Ashton Thomas Private Wealth expanding through the acquisition of the McDonagh Bauers Private Wealth Team. We also delve into strategic institutional planning and investments, highlighting the Arizona State Retirement System’s ambitious $1.85 billion allocation across private equity and credit, CalPERS’s revised asset allocation targets to boost private equity and debt, and LACERA’s $575 million commitment to private equity. 

Join us for in-depth discussions on these pivotal changes and their implications for the financial landscape, along with insights into upcoming industry conferences.

]]> In this episode, we explore the dynamic RIA and FA sector with significant advisor movements and mergers, such as Tampa-based Concurrent Investment Advisors welcoming three advisors with a collective $365 million in assets and Ashton Thomas Private Wealth expanding through the acquisition of the McDonagh Bauers Private Wealth Team. We also delve into strategic institutional planning and investments, highlighting the Arizona State Retirement System’s ambitious $1.85 billion allocation across private equity and credit, CalPERS’s revised asset allocation targets to boost private equity and debt, and LACERA’s $575 million commitment to private equity. 

Join us for in-depth discussions on these pivotal changes and their implications for the financial landscape, along with insights into upcoming industry conferences.

]]> Dakota Team Buzzsprout-16703513 Fri, 22 Mar 2024 08:00:00 -0400 402 full false Bluespring Activity, LA Water & Power + Quincy Searches & Real Estate Bluespring Activity, LA Water & Power + Quincy Searches & Real Estate Dive into the heart of the fundraising world, with pivotal job changes, mergers, and acquisitions, alongside forward-looking institutional investments. We spotlight significant career moves with Stephen Sih-Choi’s transition to Kaiser Permanente, Rob Hawkins’ new role at Independence Bank, and Vanessa Martina stepping in as CEO of Expressive Wealth. The episode also examines strategic RIA/FA mergers, including Raymond James welcoming Laura Blanton from Wells Fargo, the merger within Bluespring Wealth Partners, and Savvy Advisors’ network expansion. On the institutional front, we discuss the New York City Deferred Compensation Plan’s search for US Fixed Income managers, Los Angeles Water & Power Employees’ Retirement Plan’s Global Equities RFP, and Quincy Retirement System’s High Yield Bond strategy. Additionally, we highlight Ohio Police & Fire’s and Louisiana TRS’s significant commitments to real estate and private credit, showcasing the ongoing appetite for diverse investment strategies.

]]> Dive into the heart of the fundraising world, with pivotal job changes, mergers, and acquisitions, alongside forward-looking institutional investments. We spotlight significant career moves with Stephen Sih-Choi’s transition to Kaiser Permanente, Rob Hawkins’ new role at Independence Bank, and Vanessa Martina stepping in as CEO of Expressive Wealth. The episode also examines strategic RIA/FA mergers, including Raymond James welcoming Laura Blanton from Wells Fargo, the merger within Bluespring Wealth Partners, and Savvy Advisors’ network expansion. On the institutional front, we discuss the New York City Deferred Compensation Plan’s search for US Fixed Income managers, Los Angeles Water & Power Employees’ Retirement Plan’s Global Equities RFP, and Quincy Retirement System’s High Yield Bond strategy. Additionally, we highlight Ohio Police & Fire’s and Louisiana TRS’s significant commitments to real estate and private credit, showcasing the ongoing appetite for diverse investment strategies.

]]> Dakota Team Buzzsprout-16703503 Fri, 15 Mar 2024 08:00:00 -0400 521 full false Illinois Emerging Markets Debt, Alaska Retirement & TRS of TX Look to Alts Illinois Emerging Markets Debt, Alaska Retirement & TRS of TX Look to Alts Dive into pivotal updates from the finance sector, featuring IPOPIF’s search for an Emerging Markets Debt manager and Fresno City’s $55M real estate investment plan. We spotlight notable career transitions, including Heidi Wade’s move to USI Insurance Services. In mergers and acquisitions, learn about LPL Financial’s acquisition of advisors from Stifel Financial and Osaic’s purchase of Cornerstone Advisors. On the institutional front, we examine significant commitments by the Alaska Retirement Management Board and the Teacher Retirement System of Texas to real estate and private equity. This episode provides a concise overview of the latest strategic decisions reshaping the financial landscape.

]]> Dive into pivotal updates from the finance sector, featuring IPOPIF’s search for an Emerging Markets Debt manager and Fresno City’s $55M real estate investment plan. We spotlight notable career transitions, including Heidi Wade’s move to USI Insurance Services. In mergers and acquisitions, learn about LPL Financial’s acquisition of advisors from Stifel Financial and Osaic’s purchase of Cornerstone Advisors. On the institutional front, we examine significant commitments by the Alaska Retirement Management Board and the Teacher Retirement System of Texas to real estate and private equity. This episode provides a concise overview of the latest strategic decisions reshaping the financial landscape.

]]> Dakota Team Buzzsprout-16703497 Wed, 13 Mar 2024 08:00:00 -0400 489 full false US Firms Invest in Dubai, Private Markets Searches + Consultants, MAI and Commonwealth Evolve US Firms Invest in Dubai, Private Markets Searches + Consultants, MAI and Commonwealth Evolve This episode dives into the latest strategic shifts and expansions in the fundraising world. We spotlight Tyler Carter’s transition to Spider Management at the University of Richmond Endowment. The episode also examines Eastman Kodak pension plan’s decision to lean on NEPC for investment strategies following the closure of their internal investment office.

In the RIA/FA M&A landscape, we explore Tupelo Wealth Partners’ joining forces with Commonwealth Financial Network, and MAI Capital’s acquisition of LWS Wealth Advisors, showcasing the ongoing consolidation and growth strategies in the wealth management domain.

Furthermore, we delve into the groundbreaking private credit partnership between Goldman Sachs and Mubadala in the Asia Pacific region, marking a significant investment initiative. On the institutional side, we cover strategic plans and consultant searches from Santa Barbara to the City of Philadelphia, alongside major commitments by NM SIC and Oklahoma TRS to real estate and private credit. 

]]> This episode dives into the latest strategic shifts and expansions in the fundraising world. We spotlight Tyler Carter’s transition to Spider Management at the University of Richmond Endowment. The episode also examines Eastman Kodak pension plan’s decision to lean on NEPC for investment strategies following the closure of their internal investment office.

In the RIA/FA M&A landscape, we explore Tupelo Wealth Partners’ joining forces with Commonwealth Financial Network, and MAI Capital’s acquisition of LWS Wealth Advisors, showcasing the ongoing consolidation and growth strategies in the wealth management domain.

Furthermore, we delve into the groundbreaking private credit partnership between Goldman Sachs and Mubadala in the Asia Pacific region, marking a significant investment initiative. On the institutional side, we cover strategic plans and consultant searches from Santa Barbara to the City of Philadelphia, alongside major commitments by NM SIC and Oklahoma TRS to real estate and private credit. 

]]> Dakota Team Buzzsprout-16703488 Wed, 06 Mar 2024 08:00:00 -0500 453 full false Santa Barbara's 2024 Investment Plan, Global Equity in Favor, Endeavor Wealth's New Chapter Santa Barbara's 2024 Investment Plan, Global Equity in Favor, Endeavor Wealth's New Chapter Dive into Episode 8 where we explore the dynamic shifts in the fundraising world, spotlighting significant job changes and strategic movements. We highlight Seth Marshall’s venture, Endeavor Wealth Strategies, under LPL Financial and Exemplar Financial Network, bringing a fresh approach to wealth management in Fort Wayne, Indiana. The episode also covers the Guthrie Rouner Group’s transition from Merrill Lynch to Ameriprise Financial, signifying Ameriprise’s continued growth with an additional $320 million in client assets. Further, we delve into Santa Barbara’s ambitious 2024 strategic plans for private equity, real return, and real estate, aiming to make impactful commitments across various sectors. Norwood and Plymouth County’s global equity manager searches signify a proactive approach to diversifying investment portfolios. Highlighting new investments, we discuss the University of Houston’s $50 million commitment to global equities and Montana’s $100 million commitment to private equity. 

Join us as we navigate these pivotal changes and their implications on the industry.

]]> Dive into Episode 8 where we explore the dynamic shifts in the fundraising world, spotlighting significant job changes and strategic movements. We highlight Seth Marshall’s venture, Endeavor Wealth Strategies, under LPL Financial and Exemplar Financial Network, bringing a fresh approach to wealth management in Fort Wayne, Indiana. The episode also covers the Guthrie Rouner Group’s transition from Merrill Lynch to Ameriprise Financial, signifying Ameriprise’s continued growth with an additional $320 million in client assets. Further, we delve into Santa Barbara’s ambitious 2024 strategic plans for private equity, real return, and real estate, aiming to make impactful commitments across various sectors. Norwood and Plymouth County’s global equity manager searches signify a proactive approach to diversifying investment portfolios. Highlighting new investments, we discuss the University of Houston’s $50 million commitment to global equities and Montana’s $100 million commitment to private equity. 

Join us as we navigate these pivotal changes and their implications on the industry.

]]> Dakota Team Buzzsprout-16703481 Fri, 01 Mar 2024 08:00:00 -0500 475 full false Mercer Global Head of Real Assets, Wells Fargo Hiring Spree, LACERS Private Credit Goals Mercer Global Head of Real Assets, Wells Fargo Hiring Spree, LACERS Private Credit Goals Our most recent episode spotlights Michael Brand’s new role as Partner and Global Head of Real Assets at Mercer, following his tenure at Cambridge, and delve into Allworth Financial’s acquisition of Brennan Asset Management, marking a significant expansion in California. This episode also covers Max Ohnesorge’s move to the Gordon and Betty Moore Foundation, showcasing a continued focus on hedge fund investments, and introduces Richaed Law-Deeks as the future CEO of LGPS Central in the UK. In the M&A landscape, we discuss the noteworthy acquisition by Pathstone, further solidifying its position in the market with over $100 billion under management. 

Additionally, we explore Wells Fargo’s strategic hiring spree, adding experienced advisors and bolstering its wealth management capabilities. On the institutional side, we highlight LA City Employees Retirement’s ambitious 2024 Private Credit Strategic Plan and share updates on recent commitments by LACERS to private equity and venture funds. 

Join us for these updates and more, providing a comprehensive overview of the strategic moves and investment insights that are shaping the future of fundraising

]]> Our most recent episode spotlights Michael Brand’s new role as Partner and Global Head of Real Assets at Mercer, following his tenure at Cambridge, and delve into Allworth Financial’s acquisition of Brennan Asset Management, marking a significant expansion in California. This episode also covers Max Ohnesorge’s move to the Gordon and Betty Moore Foundation, showcasing a continued focus on hedge fund investments, and introduces Richaed Law-Deeks as the future CEO of LGPS Central in the UK. In the M&A landscape, we discuss the noteworthy acquisition by Pathstone, further solidifying its position in the market with over $100 billion under management. 

Additionally, we explore Wells Fargo’s strategic hiring spree, adding experienced advisors and bolstering its wealth management capabilities. On the institutional side, we highlight LA City Employees Retirement’s ambitious 2024 Private Credit Strategic Plan and share updates on recent commitments by LACERS to private equity and venture funds. 

Join us for these updates and more, providing a comprehensive overview of the strategic moves and investment insights that are shaping the future of fundraising

]]> Dakota Team Buzzsprout-16703476 Wed, 28 Feb 2024 08:00:00 -0500 512 full false Pathstone & Crestone Merge, New Faces at American University & BMO, Investment Strategies + Searches Pathstone & Crestone Merge, New Faces at American University & BMO, Investment Strategies + Searches In this episode, join Pat and Konch as they navigate through a series of pivotal job changes and significant mergers in the financial sector. We spotlight Mark Newcomb’s new role at American University, Maarten Jansen’s transition to BMO, and Ayushi Patel’s move to TD, highlighting the strategic shifts across both institutional and private wealth channels. The episode also features an in-depth look at Pathstone’s acquisition of Crestone Capital, marking a significant expansion with over $100 billion under management. Additionally, we explore Stifel’s addition of Columbia Crest Financial Advisors and Cetera Financial Group’s welcoming of Regal Wealth Advisors, further illustrating the dynamic nature of RIA and FA mergers and acquisitions. On the institutional side, we cover Boston Retirement’s and NY State Deferred Compensation Plan’s latest searches, alongside Oklahoma TRS’s 2024 commitment plan, providing a lens into the evolving investment strategies and priorities.

]]> In this episode, join Pat and Konch as they navigate through a series of pivotal job changes and significant mergers in the financial sector. We spotlight Mark Newcomb’s new role at American University, Maarten Jansen’s transition to BMO, and Ayushi Patel’s move to TD, highlighting the strategic shifts across both institutional and private wealth channels. The episode also features an in-depth look at Pathstone’s acquisition of Crestone Capital, marking a significant expansion with over $100 billion under management. Additionally, we explore Stifel’s addition of Columbia Crest Financial Advisors and Cetera Financial Group’s welcoming of Regal Wealth Advisors, further illustrating the dynamic nature of RIA and FA mergers and acquisitions. On the institutional side, we cover Boston Retirement’s and NY State Deferred Compensation Plan’s latest searches, alongside Oklahoma TRS’s 2024 commitment plan, providing a lens into the evolving investment strategies and priorities.

]]> Dakota Team Buzzsprout-16703463 Fri, 23 Feb 2024 08:00:00 -0500 438 full false Fairfax & California Pension Activity, RIA Mergers, and AIMco’s big moves Fairfax & California Pension Activity, RIA Mergers, and AIMco’s big moves In this episode, ahead of the long President’s Day weekend, we delve into the latest job changes, strategic RIA mergers and acquisitions, and significant investment trends. We highlight start of CalSTRS’ search for a new CIO marking a period of transition and opportunity. The acquisition of Washington Wealth Advisors by Wealth Enhancement Group and LPL Financial’s ambitious move to purchase Atria Wealth Solutions illustrate the evolving landscape of RIA and FA M&A. We examine Fairfax County’s 2024 commitment pacing in private markets and highlight Los Angeles County Employees’ Retirement Association’s recent hefty commitments, underscoring the strategic allocation trends. Wrapping up with Wynnchurch Capital’s latest fund close and AIMco’s innovative Energy Transition Opportunities Pool. 

Join us as we navigate these pivotal shifts and strategic moves in the fundraising world.

]]> In this episode, ahead of the long President’s Day weekend, we delve into the latest job changes, strategic RIA mergers and acquisitions, and significant investment trends. We highlight start of CalSTRS’ search for a new CIO marking a period of transition and opportunity. The acquisition of Washington Wealth Advisors by Wealth Enhancement Group and LPL Financial’s ambitious move to purchase Atria Wealth Solutions illustrate the evolving landscape of RIA and FA M&A. We examine Fairfax County’s 2024 commitment pacing in private markets and highlight Los Angeles County Employees’ Retirement Association’s recent hefty commitments, underscoring the strategic allocation trends. Wrapping up with Wynnchurch Capital’s latest fund close and AIMco’s innovative Energy Transition Opportunities Pool. 

Join us as we navigate these pivotal shifts and strategic moves in the fundraising world.

]]> Dakota Team Buzzsprout-16703436 Fri, 16 Feb 2024 08:00:00 -0500 421 full false Emerging Manager Leadership, Alternative Allocations & Consultants, UBS & Merrill Moves Emerging Manager Leadership, Alternative Allocations & Consultants, UBS & Merrill Moves Discover the impactful move of Sylvester McClearn to head NY Common’s Emerging Managers program, bringing a fresh perspective to an already robust initiative. We also unpack the latest RIA dynamics, including NewEdge Wealth’s strategic expansion into Atlanta and UBS’s notable recruitment of a high-profile advisory team from Merrill Lynch. Additionally, we explore institutional strategies through the lens of Arkansas TRS’s increased allocation to fixed income and the Hartford Municipal Employees’ Retirement Fund’s search for alternatives consultants.

This episode provides a comprehensive overview of the strategic moves that are shaping the future of fundraising, offering listeners a deep dive into the strategies that are driving growth and change within the sector. 

Join us for these compelling updates and strategic discussions, all available now in Dakota Marketplace.

]]> Discover the impactful move of Sylvester McClearn to head NY Common’s Emerging Managers program, bringing a fresh perspective to an already robust initiative. We also unpack the latest RIA dynamics, including NewEdge Wealth’s strategic expansion into Atlanta and UBS’s notable recruitment of a high-profile advisory team from Merrill Lynch. Additionally, we explore institutional strategies through the lens of Arkansas TRS’s increased allocation to fixed income and the Hartford Municipal Employees’ Retirement Fund’s search for alternatives consultants.

This episode provides a comprehensive overview of the strategic moves that are shaping the future of fundraising, offering listeners a deep dive into the strategies that are driving growth and change within the sector. 

Join us for these compelling updates and strategic discussions, all available now in Dakota Marketplace.

]]> Dakota Team Buzzsprout-16703428 Wed, 14 Feb 2024 08:00:00 -0500 446 full false Illinois' New CIO, LPL's Expansion, Summit's Acquisition Moves Illinois' New CIO, LPL's Expansion, Summit's Acquisition Moves Dive into the latest episode of the Dakota Fundraising News Podcast, where we explore significant leadership changes and strategic expansions in the financial sector. Pat and Konch bring you up to speed on the appointment of Dipesh Mehta as the new Executive Director and CIO of the Illinois State Board, highlighting his journey within the organization The episode also examines strategic moves by Summit Financial, showcasing their latest acquisitions and the growth trajectory backed by Focus Financial Partners. Additionally, we delve into the City of Fresno’s forward-looking investment strategy, an ongoing search for investment consultants, and notable fund launches including Ellington Management Group’s CRE Debt Partners Fund II and RET Ventures’ Fund III. This episode is packed with insights on institutional searches, investments, and the dynamics of RIA/FA Mergers and Acquisitions, providing a comprehensive overview for professionals navigating the evolving landscape of institutional and intermediary fundraising. 

Join us for these compelling updates and, as always, everything covered is in Dakota Marketplace.

]]> Dive into the latest episode of the Dakota Fundraising News Podcast, where we explore significant leadership changes and strategic expansions in the financial sector. Pat and Konch bring you up to speed on the appointment of Dipesh Mehta as the new Executive Director and CIO of the Illinois State Board, highlighting his journey within the organization The episode also examines strategic moves by Summit Financial, showcasing their latest acquisitions and the growth trajectory backed by Focus Financial Partners. Additionally, we delve into the City of Fresno’s forward-looking investment strategy, an ongoing search for investment consultants, and notable fund launches including Ellington Management Group’s CRE Debt Partners Fund II and RET Ventures’ Fund III. This episode is packed with insights on institutional searches, investments, and the dynamics of RIA/FA Mergers and Acquisitions, providing a comprehensive overview for professionals navigating the evolving landscape of institutional and intermediary fundraising. 

Join us for these compelling updates and, as always, everything covered is in Dakota Marketplace.

]]> Dakota Team Buzzsprout-16703420 Fri, 09 Feb 2024 08:00:00 -0500 443 full false Mariner's Move, Mass PRIM's 2024 Vision, & OneDigital Acquires WealthSource Mariner's Move, Mass PRIM's 2024 Vision, & OneDigital Acquires WealthSource In the second episode of the Dakota Fundraising News Podcast, Pat and Konch provide an update on the Mariner acquisition of AndCo and Fourth Street Performance Partners, a deal setting new precedents in the consulting world. The episode also explores an array of impactful job transitions, including high-profile moves within Pitcairn, Seven Valleys, and NEPC, alongside a brief update on Citi group’s major workforce reduction. In the realm of RIA/FA M&A, the spotlight shines on OneDigital’s acquisition of WealthSource Partners and the aggressive expansion strategies of Rockefeller and UBS. Institutional coverage closes the episode as Mass PRIM’s ambitious investment goals are unveiled, alongside updates on private debt strategies and fixed income searches. Don’t miss insights on recent private equity investments and emerging manager moves, culminating with the latest fund launches and Dakota Cocktail events. 

Tune in to navigate the intricate dynamics of institutional consulting, investment strategies, and the evolving landscape of fundraising news.

]]> In the second episode of the Dakota Fundraising News Podcast, Pat and Konch provide an update on the Mariner acquisition of AndCo and Fourth Street Performance Partners, a deal setting new precedents in the consulting world. The episode also explores an array of impactful job transitions, including high-profile moves within Pitcairn, Seven Valleys, and NEPC, alongside a brief update on Citi group’s major workforce reduction. In the realm of RIA/FA M&A, the spotlight shines on OneDigital’s acquisition of WealthSource Partners and the aggressive expansion strategies of Rockefeller and UBS. Institutional coverage closes the episode as Mass PRIM’s ambitious investment goals are unveiled, alongside updates on private debt strategies and fixed income searches. Don’t miss insights on recent private equity investments and emerging manager moves, culminating with the latest fund launches and Dakota Cocktail events. 

Tune in to navigate the intricate dynamics of institutional consulting, investment strategies, and the evolving landscape of fundraising news.

]]> Dakota Team Buzzsprout-16703410 Wed, 07 Feb 2024 08:00:00 -0500 599 full false Job Changes in Consulting, Blue Spring's Acquisition, Oregon Invests $850M Job Changes in Consulting, Blue Spring's Acquisition, Oregon Invests $850M In the first episode of the Dakota Fundraising News Podcast, Konch and Pat update listeners on recent fundraising news from Dakota Marketplace. From significant consultant job changes that reflect an ongoing trend, to mergers and acquisitions such as Ameriprise’s strategic addition and Blue Spring Wealth’s continued expansion. We also spotlight Oregon PERF’s $850 million investment across multiple asset classes, including private equity, real estate, and credit. 

Join us as we unpack these developments, providing insights into what has been happening over the last few days for our audience of fundraisers.

]]> In the first episode of the Dakota Fundraising News Podcast, Konch and Pat update listeners on recent fundraising news from Dakota Marketplace. From significant consultant job changes that reflect an ongoing trend, to mergers and acquisitions such as Ameriprise’s strategic addition and Blue Spring Wealth’s continued expansion. We also spotlight Oregon PERF’s $850 million investment across multiple asset classes, including private equity, real estate, and credit. 

Join us as we unpack these developments, providing insights into what has been happening over the last few days for our audience of fundraisers.

]]> Dakota Team Buzzsprout-16703400 Fri, 02 Feb 2024 08:00:00 -0500 640 full false