EPISODE · Jan 31, 2025 · 14 MIN
Brightside Joins Pitcairn, CIO Hires, Sequoia Acquires $3.8B Carlson Capital, Consultant Updates, SCV RFP, NM SIC's $700M Private Credit Plan
from Dakota Research Podcast · host Dakota Team
In this episode of the Dakota Fundraising News Podcast, Pat and Konch cover the latest industry moves, including key job changes at Hawthorn Bank, Johns Hopkins University, and the Council on Foreign Relations. They dive into major RIA/FA M&A deals, including Sequoia Financial’s $3.8B acquisition of Carlson Capital and LPL’s recruitment of a $1B LA Metro team. Institutional updates feature pension fund searches, private credit strategies, and recent commitments from major investors like New Mexico SIC and Vermont Pension Investment Committee. Plus, fundraising highlights include Blue Sage Capital’s $618M fund close and Colesco’s €800M climate debt fund launch.Tune in for the latest insights in institutional and intermediary fundraising!
What this episode covers
In this episode of the Dakota Fundraising News Podcast, Pat and Konch cover the latest industry moves, including key job changes at Hawthorn Bank, Johns Hopkins University, and the Council on Foreign Relations. They dive into major RIA/FA M&A deals, including Sequoia Financial’s $3.8B acquisition of Carlson Capital and LPL’s recruitment of a $1B LA Metro team. Institutional updates feature pension fund searches, private credit strategies, and recent commitments from major investors like N...
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Brightside Joins Pitcairn, CIO Hires, Sequoia Acquires $3.8B Carlson Capital, Consultant Updates, SCV RFP, NM SIC's $700M Private Credit Plan
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