EPISODE · Mar 27, 2024 · 8 MIN
Caprock Acquires Grey Street, Tennessee & Tampa Allocation Adjustments, Consultant Update
from Dakota Research Podcast · host Dakota Team
Highlights include David Spika’s move to Turtle Creek Wealth Advisors, the Rockefeller Capital Management team expansion with Pollock Salah Wealth Partners, and Caprock’s acquisition of Grey Street Capital. We also cover the Tennessee Valley Authority Retirement System’s fixed income allocation adjustments, the City of Tampa’s target allocation mix changes, and significant investment commitments from the Louisiana State Police Retirement System and others. Tune in for an insightful analysis of these strategic decisions shaping the financial landscape.
What this episode covers
Highlights include David Spika’s move to Turtle Creek Wealth Advisors, the Rockefeller Capital Management team expansion with Pollock Salah Wealth Partners, and Caprock’s acquisition of Grey Street Capital. We also cover the Tennessee Valley Authority Retirement System’s fixed income allocation adjustments, the City of Tampa’s target allocation mix changes, and significant investment commitments from the Louisiana State Police Retirement System and others. Tune in for an insightful anal...
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Caprock Acquires Grey Street, Tennessee & Tampa Allocation Adjustments, Consultant Update
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