Cerity Acquiring West Coast Financial, Howard Trust's $105M Private Markets Plan, EM Equity Manager Hire, PGIM $2B Data Center Fund episode artwork

EPISODE · Apr 4, 2025 · 9 MIN

Cerity Acquiring West Coast Financial, Howard Trust's $105M Private Markets Plan, EM Equity Manager Hire, PGIM $2B Data Center Fund

from Dakota Research Podcast · host Dakota Team

In this episode of the Dakota Fundraising News Podcast, Konch spotlights key job moves and deal activity across the institutional and wealth landscape. Elise Angelich joins Cliffwater in LA from JSF Financial, while Con Michalakis is named CIO at Funda SA after nearly three years at Hostplus. On the RIA front, Cerity Partners is acquiring $1.8B AUM West Coast Financial, and EP Wealth enhances its Northern California footprint with the acquisition of Peninsula Wealth. Institutional highlights include search and allocation updates from Howard County, Holyoke, and Alameda County, and new commitments from Vermont Pension, STRS Ohio, and Ohio Police & Fire. PGIM Real Estate also makes headlines with the $2B close of its first global data center fund. Tune in for the latest in fundraising momentum across RIAs, pensions, and private markets.

In this episode of the Dakota Fundraising News Podcast, Konch spotlights key job moves and deal activity across the institutional and wealth landscape. Elise Angelich joins Cliffwater in LA from JSF Financial, while Con Michalakis is named CIO at Funda SA after nearly three years at Hostplus. On the RIA front, Cerity Partners is acquiring $1.8B AUM West Coast Financial, and EP Wealth enhances its Northern California footprint with the acquisition of Peninsula Wealth. Institutional highlights ...

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Cerity Acquiring West Coast Financial, Howard Trust's $105M Private Markets Plan, EM Equity Manager Hire, PGIM $2B Data Center Fund

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This episode was published on April 4, 2025.

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In this episode of the Dakota Fundraising News Podcast, Konch spotlights key job moves and deal activity across the institutional and wealth landscape. Elise Angelich joins Cliffwater in LA from JSF Financial, while Con Michalakis is named CIO at...

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