All Things Fundraising

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 structu...

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,...

Master sales with four game-changing principles: Focus on what matters, target the right people, craft the perfect pitch, and follow up like a pro. Packed with actionable tips, this guide helps you turn meetings into deals—fast! 💼🔥

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 sh...

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 rec...

In this episode of the Rainmaker Podcast , host Gui Costin, founder and CEO of Dakota, sits down with John Bailey, co-founder of OneFund Investments, to discuss how his firm is democratizing access to venture capital and private equity. Bailey shares insights into his journey from working at General Atlantic to launching OneFund and the strategies that have contributed to the firm’s growth. Bailey...

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 recrui...

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 nuc...

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, Integrat...

In this episode of The Rainmaker Podcast , host Gui Costin sits down with Brad Jung, Head of North America Advisor and Intermediary Solutions at Russell Investments. Jung shares insights on sales leadership, team alignment, and how to effectively manage a large, remote sales force while maintaining high performance. Jung opens with his personal story, reflecting on his early work experiences, from...

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,...

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...

In this episode, CEO and Founder Gui Costin is joined by Investment Sales team member Tim Dolan to discuss everything Family Offices relating to emerging managers. The two discuss family office insights, upcoming conferences, and best practices.

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 acqui...

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 Co...

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...

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 We...

In this episode of The Rainmaker Podcast, host Gui Costin, Founder and CEO of Dakota, sits down with Allen Gray, Managing Director at Silvercrest Asset Management Group. With decades of experience in institutional sales and marketing, Allen shares insights into his career, leadership philosophy, and the evolving landscape of institutional investing. Allen begins by discussing his career journey, w...

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 ev...

Master sales with four game-changing principles: Focus on what matters, target the right people, craft the perfect pitch, and follow up like a pro. Packed with actionable tips, this guide helps you turn meetings into deals—fast! 💼🔥

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 $9...

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, in...

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 equi...

In this episode of The Rainmaker Podcast, Gui Costin sits down with Todd Cassler, Chief Growth Officer and Partner at Cerity Partners, to explore the strategies and mindset that have fueled Todd’s success in financial services. With over 25 years of industry experience spanning roles at Mariner Wealth Advisors, John Hancock Investments, and Manulife Investment Management, Todd shares his journey f...

Episode 28 of the Emerging Manager Growth Show dives deep into how RIAs, banks, and broker-dealers are shaping the landscape in 2024. This episode shatters common myths—you don’t need $500M AUM or a three-year track record to get noticed! Learn how strategic outreach, hybrid meetings, and face-to-face relationship-building can unlock game-changing opportunities. Discover insider tips on securing a...