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.