New Michigan RIA, US Small Cap RFP, LACERS Plans, Private Market Commitments, Yale Endowment episode artwork

EPISODE · Apr 25, 2025 · 14 MIN

New Michigan RIA, US Small Cap RFP, LACERS Plans, Private Market Commitments, Yale Endowment

from Dakota Research Podcast · host Dakota Team

In this episode of the Dakota Fundraising News Podcast, Pat and Konch cover job moves including Tony Pritzker launching Pritzker Alternative Strategies, Akshay Patel joining North Dakota Trust Lands, and Dylan Campbell moving to the University of Oklahoma Foundation. In RIA news, Fortgage Capital Advisors launched with backing from Elevation Point, LPL recruited the $350M Synergy Wealth Strategies team, and Integrated Partners added Albritton Financial. Institutional activity includes new RFPs from Oklahoma PERS and Los Angeles City Employees’ Retirement System, plus over $1.1B in new commitments from New Mexico SIC, including to Ares, iCon, and Asana. Ohio SERS also committed $650M across infrastructure, credit, and equities. Fundraising highlights include Yale reportedly preparing a $6B secondary sale, Azalea closing $262M for its third buyout fund, and Catalyst Opportunity Funds hitting $350M in AUM following its second fund close.  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.

In this episode of the Dakota Fundraising News Podcast, Pat and Konch cover job moves including Tony Pritzker launching Pritzker Alternative Strategies, Akshay Patel joining North Dakota Trust Lands, and Dylan Campbell moving to the University of Oklahoma Foundation. In RIA news, Fortgage Capital Advisors launched with backing from Elevation Point, LPL recruited the $350M Synergy Wealth Strategies team, and Integrated Partners added Albritton Financial. Institutional activity includes new RFP...

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New Michigan RIA, US Small Cap RFP, LACERS Plans, Private Market Commitments, Yale Endowment

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This episode was published on April 25, 2025.

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In this episode of the Dakota Fundraising News Podcast, Pat and Konch cover job moves including Tony Pritzker launching Pritzker Alternative Strategies, Akshay Patel joining North Dakota Trust Lands, and Dylan Campbell moving to the University of...

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