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Multi-Asset/Investment Advisor
Mid-Atlantic College Foundation Issues Investment Advisor RFP
The foundation is seeking an investment advisor for its endowment as its bylaws require the services be placed out for bid every seven years.
04.02.25
Trive Capital Closes Fifth Fund
Trive Capital Fund V closes with total commitments of $2.7 billion.
04.03.25
Southwest City Issues Record Keeper RFP
The city is seeking record keeping services on behalf of its $3.75 million 457(b) retirement plan.
04.03.25
Southern City Pension Terminates Large-Cap Core Mgr.
The retirement trust terminated its sole active large-cap equity manager last month for performance reasons.
04.03.25
North Carolina Bolsters PE Investment Team
The new hire joins the department of the treasurer’s private equity investment team.
04.03.25
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FINsearches is the most powerful and complete sales and marketing tool available for the institutional asset management industry for defined benefit plans, nonprofits and consultants.
Southeast City Hires Investment Advisor
The city did not previously utilize a firm for the services.
04.03.25
New England Town Posts Investment Advisor RFP
Town is seeking investment advisory services for its police and fire pension and OPEB funds.
04.03.25
In The News
Ken Leech Pleads Not Guilty In $600M Fraud Case; Released On $10M Bond
Former Western Asset Management co-CIO Ken Leech appeared in federal court on Monday, where he pled not guilty to charges stemming from a $600m fraud case alleging that he ‘cherry picked’ trades for favored clients over several years.
The Case for Outsourced Chief Investment Officers: A Conversation with Patrick Decker
According to Patrick Decker, head of institutional OCIO at Wilmington Trust, nonprofits are increasingly turning to this model for professional investment and governance management. Decker makes a case that this model is a great way for foundations to reassess strategic plans, endowment strategies and fundraising goals during times of financial stress.
Hollins Asks To Expand Pay-To-Play Investigation To Whitmire’s State Of The City Address
City Controller Chris Hollins wants any investigation into his office’s fundraising practices to extend to the Mayor’s State of the City event, he said in a letter to the Office of Inspector General and City Council Ethics Committee.
Q&A with WashU’s Chief Investment Officer Scott Wilson
Wilson, who oversees the St. Louis-based university’s approximatley $2.5 billion endowment, speaks about managing the portfolio in today’s market.