People Moves
Western Institute Promotes Senior V.P. As New Chief Financial & Operations Officer

The institute has promoted its senior v.p. of finance and operations to senior v.p. and chief financial and operations as its previous finance head retired from the role.

12.22.25
Alternatives
Great Plains Fund Expects Private Markets, Real Estate Recommendations Next Year

The fund expects to hear recommendations to add private markets and real estate commitments next year.

12.22.25
People Moves
Firm Announces CEO Succession Plan

A partnership of independent fiduciary wealth management firms has named a new ceo to take over in February.

12.22.25
Multi-Asset/Investment Advisor
Western Health System Seek Retirement Plan Investment Advisor

The system has issued an RFQ for firms to provide investment advisory services for its 401(a) and 457(b) retirement and deferred compensation plans.

12.22.25
Industry News
Western Investment Firm Acquiring Southern Manager

The Western boutique investment firm has entered into an agreement to acquire a Memphis-based investment manager’s approximately $650 million in assets.

12.22.25
People Moves
Financial Services Firm Names Asset Servicing Co-Presidents

The firm appointed its president of EMEA and global head of institutional banking and markets as co-presidents of asset serving as the current head is set to retire after 40 years at the firm.

12.18.25
People Moves
Southern Fund Snags Co-Investment Head From Midwest Investment Board

The fund hired an individual to lead its co-investment and direct investment program, which began last year as part of an updated strategic plan.

12.18.25
Asset Study/Review
Southern Health System To Review A/A

The system will review the asset allocation for its trust portfolio in the first quarter of 2026 before evaluating if additional private equity commitments are needed to reach its policy weight.

12.17.25
People Moves
Midwest Foundation Promotes Public Mkts. Director To MD For Private Mkts.

The foundation’s current managing director for private markets recently departed.

12.17.25
Domestic Equity
Boutique Investment Firm Launches Energy Resilience Strategy

The firm launched an actively managed, high-conviction equity portfolio as it recognized the need for a diversified mix of energy sources to meet rising demand.

12.17.25