People Moves
West Coast Endowment Adds Managing Director From California Institution

The investment subsidiary of a university foundation recently hired a managing director to help oversee and manage its portfolio from another institution, where they led investments across public markets, hedge funds and real assets.

12.05.24
Consultant/OCIO/Discretionary
Great Lakes University Foundation Issues Consultant RFP

The foundation has issued an RFP seeking an investment consultant to provide advice and counsel for its assets as it believes best practice is to search for the services periodically.

12.05.24
People Moves
Investment Consultant Hires Regional Director For Pacific Northwest

The firm has also named a president of the Pacific Northwest to help accelerate growth of the firm’s wealth management business in the region.

12.05.24
People Moves
Global Manager Names Executive Advisor To Pursue Industrial Sector Investments

The firm has appointed an executive advisor to help in the pursuit of new acquisition opportunities in the industrials sector and more broadly across leading U.K. businesses.

12.05.24
People Moves
Western Trust Hires Executive V.P. For Finance

The trust’s new exec will oversee the institution’s financial strategy, operations and administrative functions with a focus on enhancing its financial sustainability, operational efficiency and strategic growth.

12.04.24
MRI/Social Investments
Green Bank Seeks Investments To Accelerate Clean Power Projects

The nonprofit has launched its first open RFP to build partnerships and support investments that can accelerate U.S. clean power projects, seeking proposals from energy developers, commercial partners, community lenders and financial investors like private credit and private equity firms.

12.04.24
People Moves
Northeast University Searching For Finance VP

The university is searching for a v.p. for finance and administration to help develop and implement a future-driven financial strategy as well as oversee its treasury and investments.

12.04.24
Consultant/OCIO/Discretionary
Western Savings Program Issues Investment Consultant RFP

The program is seeking a firm to provide general advice, counsel and recommendations related to investment personnel, investment strategy and investment portfolio, among other areas.

12.04.24
People Moves
Western Foundation Seeks Director Of Impact Investing

The director will drive the foundation’s impact investing strategy as well as the execution and diligence of new investments and management of existing impact investments.

12.04.24
People Moves
Western Foundation MD Joins PE Firm As Partner

The former managing director of a foundation on the West Coast has joined a private equity manager as a partner focused on primary investments.

12.04.24