Citi & Apollo Private Credit, Steward Partners Head of Wealth Management, Morgan Stanley $1.2B Acquisition, Timber/Farmland RFP, Texas TRS Investment Plan

In this episode of the Dakota Fundraising News Podcast, Pat and Konch discuss key developments in private credit and secondaries, including Citigroup and Apollo's $25B direct-lending program and StepStone’s $7.4B private equity secondaries fund. We highlight important job changes across the institutional and private wealth sectors, including new appointments at Mercer Global Advisors and Steward Partners. In the RIA/FA M&A segment, we cover Kingswood's acquisition of two Eudaimonia RIAs managing over $1B and LPL Financial’s addition of a $400M NYC team. Lastly, we explore institutional searches, investments, and new fund launches, including commitments from the San Antonio Police and Fire Pension Fund and the New Mexico State Investment Council. Stay tuned for the latest industry insights!