Dakota Research Podcast

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 S...

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...

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 Employe...

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 sh...

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 Retiremen...

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 f...

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 Co...

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 Partne...

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 rou...

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 fr...

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...

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...

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 Mi...

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 searc...

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 Retireme...

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’ R...

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 search...

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 r...

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...

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 Emp...

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 sea...

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...

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 Pens...

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 f...

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 OR...