PKG Pensionskasse, Arax Investment Partners, Private Credit RFP, Montona BOI Real Assets, Antares Capital, Bitcoin Fund episode artwork

EPISODE · Jun 4, 2025 · 12 MIN

PKG Pensionskasse, Arax Investment Partners, Private Credit RFP, Montona BOI Real Assets, Antares Capital, Bitcoin Fund

from Dakota Research Podcast · host Dakota Team

In this week’s Dakota Fundraising News Podcast, Diego Liechti is appointed head of investments at Switzerland’s PKG Pensionskasse, Henry Mercer joins Withum Wealth as CIO, and Partners Group names Anastasia Amoroso chief investment strategist for private wealth. On the RIA side, Arax Investment Partners acquires $4B Schechter Investment Advisors in a major Midwest expansion, San Diego-based advisors launch Arv Private Wealth with LPL, and $225M Desert Sky Advisors joins Steward Partners in Arizona. In institutional news, the Massachusetts Water Resources Authority issues an RFP for a $14M opportunistic private credit mandate, and Montana Board of Investments allocates $50M to Accolade Beaverhead while reviewing real assets strategy. Denver Employees Retirement Plan adjusts equity targets following an asset liability study, and Dallas-Fort Worth Airport Board makes over $34M in new commitments across equities, private credit, and co-investments. North Carolina Retirement Systems also made $825M in commitments to Ares, Hg, and BCP. On the fundraising front, Antares and Ares raise over $1.2B for a private credit continuation fund, and Cantor Fitzgerald announces a gold-protected Bitcoin fund with a five-year horizon.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.

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In this week’s Dakota Fundraising News Podcast, Diego Liechti is appointed head of investments at Switzerland’s PKG Pensionskasse, Henry Mercer joins Withum Wealth as CIO, and Partners Group names Anastasia Amoroso chief investment strategist for private wealth. On the RIA side, Arax Investment Partners acquires $4B Schechter Investment Advisors in a major Midwest expansion, San Diego-based advisors launch Arv Private Wealth with LPL, and $225M Desert Sky Advisors joins Steward Partners in Ar...

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PKG Pensionskasse, Arax Investment Partners, Private Credit RFP, Montona BOI Real Assets, Antares Capital, Bitcoin Fund

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