People Moves
CalTech Names Southern Health System CIO As Next Investment Head

The hire follows a search from last year as the institute’s previous cio left to focus on their board of directors roles, teaching and philanthropic endeavors.

02.18.25
Industry News
Fee-Only, Fiduciary Wealth Management Firm Acquiring West Coast Asset Manager

The wealth management firm is acquiring an investment manager based on the West coast along with its advisory team as part of its strategic growth plan of enhancing its research and investment talent.

02.13.25
People Moves
Southern University Eyes Investment Analyst

The analyst will assist in all stages of the university’s investment process, including sourcing, origination, due diligence, implementation of investment opportunities, monitoring and portfolio management.

02.13.25
People Moves
Southern University Foundation Adds New Executive Director

The university has hired a v.p. for university advancement and executive director for its foundation to develop and execute its fundraising strategy.

02.13.25
Venture Capital
Development Finance Institution Seeks Professional Training Services For Venture Managers

The institution is looking for a program and associated vendor to deliver technical training, peer-based learning and enhanced networking for its portfolio designed support early-stage startups in emerging markets.

02.12.25
People Moves
Global Manager Appoints Head of Institutional, Canada

The position is responsible for driving commercial development in the market and is the latest hire in the firm’s strategic growth plan to expand its footprint in the Americas.

02.12.25
Industry News
Another Congressman Introduces Bill To Raise Excise Tax On University Endowments

A new piece of legislation was introduced to raise the excise tax levied on annual private university endowment profits to ensure the portfolios are used to “benefit students and academic programs.”

02.12.25
People Moves
Investment Consultant Adds President & Head of Advisor and Intermediary Solutions Canada

The firm has hired a president of its Canadian business to help position the firm for long-term growth.

02.12.25
Searches And Hires
Southern University Swaps U.S. Equity Mgrs.; Adds Private Real Assets, Diversifying Strategy Investments

The university swapped domestic equity managers within its endowment and liquidity pool while also adding real assets and diversifying strategy investments at a recent investment committee meeting.

02.12.25
Multi-Asset/Investment Advisor
Western Fund Seeks Investment Management, Advisory Services

The fund is seeking a firm to provide services for its long-term investment pool to compare the offerings of other firms as it has utilized the same advisor for the last two decades.

02.12.25