EPISODE · Sep 13, 2024 · 9 MIN
OMERS Private Equity, LPL, Value-Add RE RFP, Alternative Commitments
from Dakota Research Podcast · host Dakota Team
In this episode of the Dakota Fundraising News Podcast, Konch covers key job changes, including Michael Graham's retirement from OMERS and Tim Kane's new role at Oregon State Treasury. We also highlight RIA/FA M&A activity, including Amber Knipes joining Edward Jones and LPL Financial's acquisition of Northern Plains Financial. In institutional coverage, we discuss recent searches and investments, including updates from the Weymouth Retirement System and Ventura County Employees’ Retirement Association. Tune in for the latest trends in institutional and private wealth channels!
What this episode covers
In this episode of the Dakota Fundraising News Podcast, Konch covers key job changes, including Michael Graham's retirement from OMERS and Tim Kane's new role at Oregon State Treasury. We also highlight RIA/FA M&A activity, including Amber Knipes joining Edward Jones and LPL Financial's acquisition of Northern Plains Financial. In institutional coverage, we discuss recent searches and investments, including updates from the Weymouth Retirement System and Ventura County Employees’ Retireme...
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OMERS Private Equity, LPL, Value-Add RE RFP, Alternative Commitments
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