Family Office Trends, Australian Super, True North's New Dallas Acquisition, Fixed Income RFPs, Recent Allocations, Conferences

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 segment, we spotlight True North Advisors' acquisition of Clear Rock Advisors and Rockefeller's newest Advisor.. Plus, we discuss institutional searches and recent fund commitments from major pension plans like the Washington State Investment Board. Stay tuned for the latest industry insights!