People Moves
Southern University Appoints CFO

The university has promoted its v.p. of finance to cfo to oversee its financial strategy as its finance head left the institution to take over a nearby nonprofit organization as ceo.

02.19.25
Credit/Private Debt
Southern Fund Considering Additional Direct Lending Capital

The fund will consider committing additional capital to two new managers within its endowment at its February board meeting.

02.19.25
MRI/Social Investments
Western Foundation Launching Impact Investment Fund

The foundation is launching an impact investment fund dedicated to driving growth and technological advancement in the region through venture capital.

02.19.25
People Moves
Southern Institution Seeks Investment Analyst For Private Investments Team

The analyst will join the university’s private investments team and help with sourcing, underwriting, closing and monitoring investments with external managers.

02.19.25
Industry News
Investment Consultant Acquiring Global Investment Advisor

The New York-based firm is acquiring a global investment advisor with more than $21 billion in assets under management in a deal expected to close in the second quarter of 2025.

02.18.25
People Moves
CalTech Names Southern Health System CIO As Next Investment Head

The hire follows a search from last year as the institute’s previous cio left to focus on their board of directors roles, teaching and philanthropic endeavors.

02.18.25
Industry News
Fee-Only, Fiduciary Wealth Management Firm Acquiring West Coast Asset Manager

The wealth management firm is acquiring an investment manager based on the West coast along with its advisory team as part of its strategic growth plan of enhancing its research and investment talent.

02.13.25
People Moves
Southern University Eyes Investment Analyst

The analyst will assist in all stages of the university’s investment process, including sourcing, origination, due diligence, implementation of investment opportunities, monitoring and portfolio management.

02.13.25
People Moves
Southern University Foundation Adds New Executive Director

The university has hired a v.p. for university advancement and executive director for its foundation to develop and execute its fundraising strategy.

02.13.25
Venture Capital
Development Finance Institution Seeks Professional Training Services For Venture Managers

The institution is looking for a program and associated vendor to deliver technical training, peer-based learning and enhanced networking for its portfolio designed support early-stage startups in emerging markets.

02.12.25