Consultant/OCIO/Discretionary
Midwest Colleges Approves New Consultant Contract

The college has renewed the contract of its incumbent investment consultant, which has worked with the institution since 2017, for a one-year period.

07.02.24
Consultant/OCIO/Discretionary
Southern 529 Wraps Up Consultant Search

The college savings plan wrapped up its search for a general investment consultant to advise on its portfolio after issuing an RFP earlier this year due to the impending contract expiration of its incumbent provider.

07.02.24
5 Questions
5 Questions With Callan ESG Practice Leader Thomas Shingler

Thomas Shingler serves as senior v.p. and ESG practice leader at investment consultant Callan, where he leads the San Francisco-based firm’s ESG-related research and education activities, while also working with endowment, foundation, public pension and corporate pension clients. Shingler took the time to answer five questions with FIN News.

07.01.24
Private Equity
Private Equity Firm Closes Oversubscribed Third Growth Equity Strategy

The firm has closed its oversubscribed third growth equity fund with more than $275 million in commitments.

06.26.24
Domestic Equity
Midwest University Adds Equity Manager

The university recently added a new domestic equity manager within its endowment with funding coming from cash and future distributions from managers in the asset class.

06.26.24
People Moves
Mid-Atlantic Hospital Seeks Treasury & Investments Manager

The healthcare network is searching for a manager of treasury and investments to oversee its portfolio and manage relationships with outside managers and advisors.

06.26.24
People Moves
Midwest Foundation Names New President

The foundation has appointed a new president and ceo following the retirement of its former head after 13 years of leadership.

06.26.24
Consultant/OCIO/Discretionary
West Coast Fund Finishes Consultant Search

The venture fund-of-funds has made a selection in its search for an investment consultant for its more than $200 million portfolio.

06.26.24
MRI/Social Investments
Midwest Foundation Hires Firms To Develop Impact Investment Program

The foundation has hired three firms to develop and advise its place-based impact investment program after conducting an invitation-only RFP process last year following the departure of an impact investment staff member.

06.26.24
People Moves
Retirement Services Firm Names New Executive V.P.

The firm has promoted a staff member as its new executive v.p. to oversee its large corporate and nonprofit clients.

06.26.24