Dakota Research Podcast

CalPERS, Focus Financial, Real Assets/US Small Cap RFPs, Absolute Return Hires

Dakota Team

In this episode of the Dakota Fundraising News Podcast, Pat and Konch cover job moves across the investment landscape, including CalPERS Deputy CIO Dan Bienvenue departing to join General Atlantic, Genan Kirby joining Iowa State Bank, and Nick Schwartzetel moving from HarbourVest to CIBC Private Wealth. On the RIA front, Focus Financial is reportedly in talks to acquire $10B Churchill Management, Raymond James added $365M advisor Jason Torrey-Payne, and Waverly Advisors expanded its northeast presence with the addition of Baltimore-based GGM Wealth Advisors. On the institutional side, Iowa PERS selected five absolute return managers, Ohio STRS approved a revised asset allocation with a boost to private credit and liquid alts, and Michigan made fresh commitments across private equity, hedge funds, and infrastructure. 

Catch the latest activity in public fund investing, RIA consolidation, and personnel updates—all in one place.