Multi-Asset/Investment Advisor
Western Funds Issue Investment Management RFQ

The funds have issued an RFQ seeking fixed-income managers to invest monies on behalf of one, or both, of the funds.

02.07.24
Industry News
AndCo Sold To Mariner Wealth Advisors

The firm will operate under the Mariner Institutional name once the deal is finalized, which is expected in April.

02.01.24
People Moves
Southern Foundation Names Interim CIO, Hires CIO For Pvt. Mkts.

The foundation has named a former board member and career investor as interim cio to oversee its approximately $5 billion portfolio as its investment head left last year.

02.01.24
Emerging/Diverse Managers
New England Institution Seeking Firms For Emerging Manager Roundtable

The institution is seeking emerging stock managers as it looks to host a roundtable event in late March or April.

02.01.24
Private Equity
Southern Education System Considering PE Commitment

The system will consider making a growth private equity commitment at its Feb. 1 board meeting this month.

02.01.24
People Moves
Western Health System Searching For Director Focused On Private Equity

The system is searching for a director to help oversee and manage its portfolio with a focus on private equity.

02.01.24
People Moves
Southern Foundation Hires Next CFO

The foundation has hired a cfo to help oversee its approximately $1 billion endowment as its finance head is set to depart after more than 16 years in the role.

02.01.24
People Moves
Investment Consultant Adds Investment And Wealth Management Team

The firm hired the investment and wealth management team of another investment advisory firm.

02.01.24
Alternatives
Great Plains Fund Makes Private Market Commitments

The fund approved private equity and private credit commitments with existing managers as recommended by its general investment consultant last week, with more recommendations expected in the coming months.

02.01.24
People Moves
Mid-Atlantic Institution Names New CFO

The institution has hired a new cfo to help oversee its investment portfolio.

02.01.24