Blue Owl, Stifel, US Small Cap RFP, Private Fund Investments, Infrastructure/Timberland Fund Updates

In this episode of the Dakota Fundraising News Podcast, Pat and Konch cover key job moves, including Blake Shorthouse joining Blue Owl Capital as Global Head of Family Capital, Sam Anderson and Harris Baltch taking leadership roles at Dynasty Investment Bank, and Colin Simpson moving to Manulife as CFO. In RIA/FA M&A, LPL Financial acquires The Investment Center, adding $7B in assets, Integrated Partners expands with Prout Financial Design, and Kovitz acquires Transform Wealth, bringing in $3B in client assets. Institutional updates include Illinois Police Officers Pension Fund preparing a $390M RFP for small-cap equity managers and Mendocino County Employees’ Retirement selecting Artisan Partners for emerging markets equity. Fundraising news features Stafford Capital Partners closing a $1.04B timberland fund and Morgan Stanley raising $4.1B for North Haven Infrastructure Partners IV. Tune in for the latest in institutional and intermediary fundraising!