EPISODE · Mar 21, 2025 · 9 MIN
WEG $3B Acquisition, ACCESS Pool Direct Lending, Core Plus RE RFP, Lincoln Financial Private Market Funds.
from Dakota Research Podcast · host Dakota Team
In this episode of the Dakota Fundraising News Podcast, Pat and Konch cover key industry updates, starting with the record-breaking $6.1 billion sale of the Boston Celtics and major job moves, including Erick Liu joining Russell Investments, Tracy Gage moving to Wilshire, and Belinda Curtis rejoining TelstraSuper. In RIA/FA M&A, Wealth Enhancement acquires $3B Marcum Wealth, Wells Fargo recruits a $540M team from Stifel, and Raymond James adds a $390M UBS advisor in Florida. Institutional updates feature ACCESS LGPS Pool hiring Arcmont and Golub Capital for senior secured direct lending mandates, Teachers Retirement System of Louisiana making new commitments to Oaktree and HPS, and Pompano Beach Police and Fire selecting Silvant Capital for large-cap growth equity. Fundraising news highlights Lincoln Financial launching two evergreen private market funds with Bain Capital and Partners Group, and Turn/River Capital closing a $2.5B private equity fund. Tune in for the latest insights in institutional and intermediary fundraising!
What this episode covers
In this episode of the Dakota Fundraising News Podcast, Pat and Konch cover key industry updates, starting with the record-breaking $6.1 billion sale of the Boston Celtics and major job moves, including Erick Liu joining Russell Investments, Tracy Gage moving to Wilshire, and Belinda Curtis rejoining TelstraSuper. In RIA/FA M&A, Wealth Enhancement acquires $3B Marcum Wealth, Wells Fargo recruits a $540M team from Stifel, and Raymond James adds a $390M UBS advisor in Florida. Institutional...
NOW PLAYING
WEG $3B Acquisition, ACCESS Pool Direct Lending, Core Plus RE RFP, Lincoln Financial Private Market Funds.
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.