Consultant/OCIO/Discretionary
Southwest Plan Selects Consultant

A plan based in the Southwest has selected the incumbent firm following an investment consultant search.

06.06.23
Multi-Asset/Investment Advisor
Mid-Atlantic Plan Issues Investment Advisor RFP

A foundation based in the Mid-Atlantic region is seeking an investment advisor and manager for its assets.

06.06.23
People Moves
Western Foundation Starts CFO Search

A foundation based in a Western state has officially started a search to fill a recently vacated cfo position overseeing its finances and investments.

06.05.23
People Moves
Midwest 529 Selects Interim Executive Director

A 529 plan in the Midwest has named its cfo and cio as its interim executive director while it conducts a search.

06.05.23
People Moves
Southern State Adds Board Member

A board of directors at a Southern university has added an investment professional to fill a vacancy.

06.01.23
People Moves
Chair Steps Down From New England University Board

An asset manager chair will leave a position as fellow at an Ivy League university governing board.

06.01.23
Profiles
5 Questions With Xponance CEO & CIO Tina Byles Williams

Byles Williams founded Xponance, a Black woman-owned investment firm, which offers direct active and passive equity, fixed-income and alternative investments as well as multi-manager strategies focused on emerging and diverse managers.

05.30.23
Private Equity
Southern University Adds New Private Equity Relationships

The university approved buyout and growth equity commitments with private equity managers that represent new relationships for the institution.

05.30.23
MRI/Social Investments
Southern Foundation Leads Affordable Housing Investment

The community foundation has partnered with local government to invest $200 million in loans and grants for affordable housing projects.

05.30.23
Alternatives
Western University Foundation Adds Private Debt, Real Estate, Fixed-Income Investments

The foundation approved new allocations to private debt, real estate and fixed-income strategies in the first quarter.

05.30.23