Asset Study/Review
Western University Foundation Revises A/A

The foundation revised its target asset allocation in favor of equities at its September investment committee meeting.

11.14.24
People Moves
Northeast Foundation Hires CFO From NYU

The foundation’s previous finance head retired after four years in the role.

11.14.24
People Moves
Canadian University Hires New CIO, Senior Investment Analyst

The university’s previous investment head retired at the end of the second quarter after nearly nine years of service.

11.13.24
Asset Study/Review
Northeast University Revises Policy Portfolio A/A

The university revised the asset allocation of the policy portfolio for its endowment in fiscal year 2024, increased its weight to public equity at the expense of private partnerships.

11.13.24
People Moves
New England College CFO Retiring, Search For Successor Looms

The college will conduct a search for its next v.p. for administration and finance and cfo as its current finance head is slated to retire after the fall semester.

11.13.24
People Moves
Northeast Health Network Hires Investment Manager From Midwest Foundation

The health network has hired an investment manager to help oversee and manage its more than $4 billon in investments, including sourcing and maintaining a pipeline of investment opportunities and funds and monitoring existing managers.

11.07.24
Consultant/OCIO/Discretionary
Mid-Atlantic Museum Outsources Portfolio Management

The museum outsourced the management of its portfolio as part of a standard due diligence process as it reviews significant partnerships.

11.07.24
People Moves
Northeast Foundation Adds Director For Public Investments

The foundation has hired a director of public investments to oversee and manage a portion of its endowment following a search for the role from last year.

11.07.24
People Moves
Financial Services Company Hires Debt Advisory Director

The firm has hired a director of debt advisory to strengthen its capital advisory team and financial sponsors group, which serves middle-market clients in the consumer, diversified industrials, financial institutions and technology verticals.

11.06.24
Alternatives
Investment Mgr.’s Credit Arm Acquiring Venture Debt Firm

The credit arm of an investment manager is acquiring a venture debt manager in a deal expected to close in the fourth quarter.

11.06.24