Dakota Research Podcast
The Dakota Research Podcast delivers the most relevant updates and expert commentary on the private fund industry, straight from our in house Research Team. Whether you’re an allocator, consultant, or fund manager, Dakota Research Podcast equips you with the knowledge you need to navigate private markets with confidence and make smarter decisions.
Dakota Research Podcast
Osaic, Aon, Real Assets & Real Estate Commitment Plans, Hg Saturn 4A, Morgan Stanley
In this episode of the Dakota Fundraising News Podcast, Pat and Konch cover key job moves including Cheryl Alston stepping down after 20 years at Dallas ERF, Sam Johnson joining Gresham Partners, and Atria co-founders exiting LPL. On the RIA front, Osaic adds $450M Wichita firm NoxNumis, while new firms SoundRidge Private Wealth and Exponent Wealth launch. Morgan Stanley gains an $875M team from JPMorgan, and Raymond James picks up an $828M team from RBC. Institutionally, consultant decisions were made across San Diego, Alameda, and Oregon pensions, and real assets pacing plans were updated across several systems. New commitments include TRS of Texas backing $681M across real assets and co-investments, while South Carolina and Ventura also made fresh allocations. On the fundraising side, Morgan Stanley closed its $2.3B Co-Investment Fund III, ABC Impact raised $600M for its second fund, and Founders Fund secured $4.56B for its third growth vehicle.
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