Cetera Acquires CFGS, LACERS Consultant, Chicago Teachers' Fixed Income RFP, Bank Loan Allocations, Sports Investing.

from All Things Fundraising · host Dakota Team

In this episode of the Dakota Fundraising News Podcast, Pat and Konch cover key job changes, including JJ Figlin joining Evoke Advisors, Jack Wildermuth moving to Sendero Wealth Management, and Teddy Repko joining the sovereign wealth fund of the San Manuel Band of Mission Indians. In RIA/FA M&A, Cetera acquires Concourse Financial Group Securities, Raymond James recruits Edward Gallie from Wells Fargo, and LPL Financial secures a $400M team from Synovus. Institutional updates include private equity commitments from Los Angeles City Employees’ Retirement System and Massachusetts PRIM, while Wisconsin Board of Commissioners of Public Lands allocates $25M to PGIM Senior Loan Opportunities Fund II. Fundraising highlights feature CAZ Investments launching a new professional sports ownership fund, GCM Grosvenor closing a $615M co-investment fund, and Blackstone closing its $5.6B energy transition fund.Tune in for the latest in institutional and intermediary fundraising!

Episode metadata supplied by the publisher feed · Published Mar 5, 2025

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Cetera Acquires CFGS, LACERS Consultant, Chicago Teachers' Fixed Income RFP, Bank Loan Allocations, Sports Investing.

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