Multi-Asset/Investment Advisor
Midwest Library Searching For Investment Advisor

The library has launched a search for an investment advisor to help oversee its short- and long-term investment portfolios.

11.06.24
Multi-Asset/Investment Advisor
Midwest Agency Wraps Up Advisor Search

The higher education agency selected a firm to provide financial and investment advisory services for its student loan program to conclude a search from late 2023.

11.06.24
Real Estate
Western State Trust Hires New Real Estate Manager

The state trust fund has hired a new real estate manager to handle investments in a core real estate index fund and a secondaries fund.

10.31.24
Cash/Currency
Southern University Allocates To Bitcoin ETF

The university has allocated approximately $15 million to a passive strategy that invests in the Bitcoin digital asset.

10.30.24
People Moves
New England College Adds Board Members

The college re-elected a portfolio manager at a global asset manager and added five new members to its board of trustees.

10.30.24
People Moves
Midwest Foundation Searching For Director Of Impact Investing

The director of impact investing will lead the foundation’s mission-aligned investments, including building a portfolio of diverse-owned managers and engaging with managers around diversity equity and inclusion practices.

10.30.24
People Moves
Midwest Foundation Searches For Next V.P. & CIO

The new v.p. and cio will oversee and manage the foundation’s investment portfolio including evaluating and recommending prospective managers and working with the organization’s investment committee to develop an overall investment strategy, policy and asset allocation.

10.24.24
Venture Capital
Midwest University Commits To Venture FoF

The university made a commitment with a venture fund-of-funds that invests in seed-stage start-up companies nationally with a focus on firms based in the Greater Cincinnati region.

10.24.24
Consultant/OCIO/Discretionary
Midwest RIA To Acquire Majority Stake In NEPC

The Chicago-based wealth management and investment advisory firm has agreed to purchase a majority stake in the prominent investment consulting firm.

10.24.24
People Moves
Southern Healthcare System Searching For Director Of Investments

The director of investments will assist in the oversight and management of the healthcare system’s portfolio, including conducting due diligence on existing and prospective managers.

10.23.24