In this episode of the Dakota Fundraising News Podcast, we cover job changes including Diego Liechti being appointed to 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. In RIA/FA M&A, Arax Investment Partners acquires $4B Schechter Investment Advisors, advisors in San Diego launch Arv Private Wealth with LPL, and $225M Desert Sky Advisors joins Steward Partners in Arizona. Institutional updates include a $14M private credit RFP from Massachusetts Water Resources Authority, a $50M allocation to Accolade Beaverhead by Montana Board of Investments, and equity target changes at Denver Employees Retirement Plan. Dallas-Fort Worth Airport Board commits over $34M across multiple strategies, while North Carolina Retirement Systems allocates $825M to Ares, Hg, and BCP. Fundraising news highlights over $1.2B raised by Antares and Ares for a private credit continuation fund and Cantor Fitzgerald’s launch of a gold-protected Bitcoin fund.

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.