Dakota Research Podcast

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...

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...

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 searche...

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 t...

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...

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...

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...

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 discu...

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 Stew...

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...

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 seg...

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 e...

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 $...

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 search...

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 institut...

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 searche...

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, inve...

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, s...

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. Finall...

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...

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...

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 d...

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...

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 cov...

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...