Morgan Stanley Hires, Consultant Hires & Searches, Fixed Income RFP, Private Infrastructure, Aviation Fund

In this episode of the Dakota Fundraising News Podcast, Pat and Konch cover a wave of key job moves, including Ty Powers rejoining North Carolina’s Department of State Treasurer, Sona Menon being tapped to lead Morgan Stanley’s $184B OCIO unit, and Natalie Fitch joining the firm from Hamilton Lane. In RIA/FA M&A, Raymond James brings on $320M Biss Wealth Partners from Edward Jones, and RBC recruits a $300M UBS team in Las Vegas. Institutional updates include CalSTRS reappointing Meketa as its general investment consultant, upcoming search activity from Colorado PERA and Los Angeles Fire & Police, and $939M in new private market commitments by Pennsylvania SERS. Fundraising updates highlight Oakley Capital closing its €4.5B flagship buyout fund and Castlelake securing over $2B for its fifth aviation fund. Tune in for more insights on job changes, advisor moves, manager searches, and fundraising activity across the asset management landscape.Tired of fragmented data slowing you down? Book a demo of Dakota Research to centralize critical investment data and intelligence to simplify your decision-making process.