Searches And Hires
Southern Hospital System Looks To Add Passive Mgrs., Private Market Investments

The health system anticipates its new general investment consultant, which was hired in the first quarter, will recommend adding new passive investment managers and potentially private investment strategies to its portfolio next year.

10.24.24
International / Global / Emerging Markets
Investment Mgr. Launches Emerging Markets Impact Opportunities Team

The firm has launched a new team focused on private markets to invest in middle market private infrastructure companies in the energy generation and storage, transport and mobility and circular economy sectors in emerging Asia excluding China.

10.23.24
Core-Plus
Southern Liquidates Core-Plus FI Mgr.; Replaces EME Mgrs.

The foundation liquidated a core-plus fixed-income mandate and replaced two emerging markets equity managers in the third quarter.

10.23.24
People Moves
Investment Firm Adds Director From Shuttering Outsourced CIO

The firm has hired for the newly created role of director of institutional operations to oversee its operational processing, including institutional reporting and account administration, for its endowment and foundation clients.

10.23.24
People Moves
Western Trust MD Departs For Managing Partner Role At Investment Adviser

The managing director left the trust in the second quarter to join an East coast-based investment adviser focused on U.S. credit as a managing partner.

10.23.24
People Moves
Southern Hospital Adds Former Texas Muni Portfolio Director

The hospital’s new senior investment analyst was formerly a portfolio director at the Texas Municipal Retirement System.

10.23.24
5 Questions
5 Questions With Strategic Investment Group CEO Nikki Kraus

Nikki Kraus is tasked with overseeing the Arlington, Va.-based outsourced cio’s client development, operations, finance and human resource functions, while interfacing with clients to ensure the firm is delivering tailored approaches to meet their needs. She took the time to answer five questions, plus a few extra, with FIN News.

10.21.24
People Moves
Verus Adds Portfolio Mgmt. Managing Director

The firm has hired a managing director of portfolio management to lead the investment management efforts for its discretionary consulting business.

10.17.24
Consultant/OCIO/Discretionary
Pathstone Acquiring Outsourced CIO

The firm has agreed to acquire an outsourced cio with more than 130 clients representing approximately $45 billion in assets.

10.16.24
People Moves
Mid-Atlantic College Names New Finance V.P.

The college hired a new v.p. for finance and administration in the second quarter to oversee its finances, management of its endowment and risk management, among other areas.

10.16.24