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
Caprock, Mariner Wealth, Upcoming Global Tech Equity Search, Orange County, AlpInvet, Thoma Bravo
In this week’s Dakota Fundraising News Podcast, Tom Borghard joins Yale Investments as director, Vivek Jindal is named CIO at Caprock, and Jonathan Grushkin becomes CIO at Sanford Health after roles at Cleveland Clinic and Robert Wood Johnson Foundation. In RIA news, Mariner Wealth Advisors acquires $1.4B Taurus Asset Management, expanding its sports advisory capabilities, while EP Wealth adds $900M Buffington Mohr McNeal, and Michael Breitfeller launches The Breit Group in North Carolina. On the institutional front, Medford Contributory Retirement issues an $8M passive equity RFP, and Sweden’s FTN begins market research for a global tech equity mandate. Orange County Employees Retirement commits nearly $294M across nine funds, including Castlelake and Hg Saturn 4, while Louisiana and Houston pensions invest in Stripes VII and TPG AG Credit Solutions, respectively. On the fundraising side, AlpInvest closes a $4.1B co-investment fund backed by over 185 LPs, including Kentucky Teachers, and Thoma Bravo completes a $34.4B buyout cycle, including its Europe fund.
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