PSP Investments CIO, Focus Financial $4.1B Seattle Team, PE Consultant RFP, Hedge Fund Search Finalists, 2025 Investment Plans, Grosvenor Emerging Manager Fund episode artwork

EPISODE · Jan 29, 2025 · 10 MIN

PSP Investments CIO, Focus Financial $4.1B Seattle Team, PE Consultant RFP, Hedge Fund Search Finalists, 2025 Investment Plans, Grosvenor Emerging Manager Fund

from Dakota Research Podcast · host Dakota Team

In this episode of the Dakota Fundraising News Podcast, Pat and Konch cover updates across job changes, RIA/FA M&A, institutional coverage, and fundraising. Highlights include Patrick Charbonneau being named CIO of PSP Investments, Jeffrey Chang joining NYU as Managing Director of Investments, and Christopher Wolfe becoming President and CIO at Pennington Partners & Co. In M&A, Focus Financial acquired $4.16B Seattle RIA Merriman Wealth, and Compound Planning recruited four advisors with 50 years of combined experience. Institutional updates feature Boston Retirement System’s hedge fund search, Connecticut Retirement Plans’ $6.75B 2025 pacing plan, and recent commitments like $250M to Strategic Value Special Situations Fund VI. Fundraising news includes Fengate closing its fourth infrastructure fund at $1.1B and GCM Grosvenor raising $800M for its first Emerging Managers Fund. Stay tuned for more insights in upcoming episodes!

Episode metadata supplied by the publisher feed · Published Jan 29, 2025

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In this episode of the Dakota Fundraising News Podcast, Pat and Konch cover updates across job changes, RIA/FA M&A, institutional coverage, and fundraising. Highlights include Patrick Charbonneau being named CIO of PSP Investments, Jeffrey Chang joining NYU as Managing Director of Investments, and Christopher Wolfe becoming President and CIO at Pennington Partners & Co. In M&A, Focus Financial acquired $4.16B Seattle RIA Merriman Wealth, and Compound Planning recruited four adviso...

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PSP Investments CIO, Focus Financial $4.1B Seattle Team, PE Consultant RFP, Hedge Fund Search Finalists, 2025 Investment Plans, Grosvenor Emerging Manager Fund

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