Alternatives
Private Investment Firm Enters Strategic Partnership With Insurance, Asset Manager

The global private investment firm recently invested $825 million in the insurance and asset manager to acquire a nearly 10% stake in the company.

04.16.25
People Moves
Southern Foundation Financial Officer Retiring

The chief operating and financial officer will retire later this year after more than two decades of service, including helping the organization achieve values-alignment with more than 80% of its endowment.

04.16.25
People Moves
Mid-Atlantic University Foundation Appoints Next CEO

The foundation approved appointing its chief administrative officer as its next ceo as its current head will retire on June 30 after more than three decades leading the organization.

04.16.25
People Moves
Senate Appoints New SEC Chair

The U.S. Senate voted to confirm Paul Atkins as chair of the Securities and Exchange Commission during its April 9 meeting.

04.16.25
Multi-Asset/Investment Advisor
Southern Health Network Issues Investment Advisor RFP

The plan is seeking a firm to actively manage its portfolio as well as advise on market conditions, risks and opportunities.

04.16.25
Multi-Asset/Investment Advisor
Southern University Conducting Investment Management Services Search

The university is searching for a firm to provide services for a portfolio that seeks to allocate to investments with a maximum maturity of 5.5 years and a maximum aggregate duration of no more than three years.

04.16.25
Multi-Asset/Investment Advisor
Southern Tribe Seeks Investment Advisor

The tribe conducted a similar search for investment management services for its permanent and donation funds in 2019.

04.16.25
Consultant/OCIO/Discretionary
Western University Foundation Outsources Endowment Management

The foundation has hired an outsourced cio to manage the university’s endowment and associated assets following a search process from last year.

04.11.25
People Moves
Southern Fund Adds Senior Private Credit Investment Officer

The fund has hired a senior investment officer focused on private credit to help its team identify and evaluate potential investment opportunities as well as develop due diligence plans for potential investments.

04.10.25
Consultant/OCIO/Discretionary
Western University Foundation Issues Investment Consultant RFP

The university is seeking a firm to provide non-discretionary investment consulting services for its portfolio likely due to the impending contract expiration of its incumbent provider, which was first hired following a search process from 2018.

04.10.25