Fundraising News

Stay up to date on the latest industry insights on fundraising news, searches, personnel changes and more.

March 19, 2024

Carson Group Adds Advisor Duo from Elk River

Carson Group has acquired a two-advisor team from Elk River Wealth Management, marking its second wealth deal in 2024. The team, composed of David Carroll and Jon Springer from Elkhorn, Nebraska,...

March 19, 2024

Miami Fire Selects Infrastructure Manager

The Miami Firefighters and Police Retirement Trust has hired IFM as its core infrastructure manager according to minutes from the February 15th Board meeting. $50 million will be awarded to IFM’s...

March 19, 2024

Colorado PERA Appoints New CEO

The Colorado Public Employees’ Retirement System (PERA) has named Andrew Roth as the new CEO/Executive Director, effective May 13, 2024. Roth is currently the Deputy Director for the Teacher...

March 19, 2024

Marin Replaces International Equity Manager

According to meeting minutes from the January 17th board meeting, the Marin County Employees Retirement Association has approved replacing the Morgan Stanley and Artisan international equity...

March 18, 2024

Boston Retirement Issues Real Estate RFP

The Boston Retirement System has issued an RFP for private real estate managers. The mandate would be for up to $75 million in commitments across value-add and opportunistic closed end funds that are...

March 18, 2024

Concurrent Recruits Advisor Trio from RayJay, Wells Fargo

Tampa-based Concurrent Investment Advisors has three new advisors in January: Ramin Abrams, Glenn Holmes, and Sean O’Neill, who collectively bring $365 million in client assets. Glenn Holmes and Sean...

March 18, 2024

Milwaukee County Extends Marquette

The Employees’ Retirement System of Milwaukee County approved a one-year contract extension with investment consultant Marquette, according to recent meeting minutes. Brett Christenson has been the...

March 18, 2024

Anne Arundel Targeting $90M to Private Markets; Commits $50M to Apogem

The Anne Arundel County Retirement and Pension System is looking to place $90 million in private markets in 2024, according to recent meeting minutes. $50 million was approved for Apogem...

March 18, 2024

Gwinnett County Increases Limit for Alternatives

The Gwinnett County Pension Plan has increased the policy limit to alternatives investments by 5%, according to meeting minutes. The Plan moved to increase the policy allocation from 5% to 10%. The...

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