Focus Financial, PE RFP, Bank Loan Search, CalSTRS Allocations, Carlyle's Japan Team

In this week’s Dakota Fundraising News Podcast, Humberto Garcia de Alba is named CEO of BBVA Global Wealth Advisors, Peter Mistina joins QP Global Family Offices as VP of Investments, and Bruno Saintonge takes on a senior private markets role at Quebec’s $3B RRCEGQ pension. On the RIA side, Focus Financial is merging $35B Kovitz into $140B Focus Partners Wealth in a major hub firm consolidation, while former UBS advisors launch GLR Partners and ex-Choreo advisors establish XRSM Wealth under Mariner Independent. Institutionally, Quincy Retirement is running a $10M private equity search and Mendocino County prepares a real estate search, while CalSTRS revealed nearly $3B in second-half 2024 commitments, including to Thoma Bravo, Summit Partners, and CVC. Additional allocations came from LAFPP, LACERA, and others. On the fundraising front, Archway Capital is targeting $100M for its second opportunity fund, and Carlyle plans to expand its Japan team to support deployment of a $2.96B buyout fund.

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