Dakota Research Podcast

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 explo...

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...

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 fu...

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 loo...

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...

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 t...

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 S...

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’...

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...