Multi-Asset/Investment Advisor
West Coast College Launches Investment Manager RFP

The college has issued an RFP seeking a firm to provide investment management services for a scholarship fund.

09.11.24
Multi-Asset/Investment Advisor
Midwest College Wraps Up Search For Banking & Investment Management Services

The college selected a firm to provide banking and investment management services as well as armored car deposit responsibilities following the issuance and re-issuance of an RFP in the first quarter.

09.11.24
In The News
Q&A with WashU’s Chief Investment Officer Scott Wilson

Wilson, who oversees the St. Louis-based university’s approximatley $2.5 billion endowment, speaks about managing the portfolio in today’s market.

09.06.24
Credit/Private Debt
Great Plains Fund Adds Maiden Private Credit Secondaries Commitment

The fund approved a maiden commitment to a private credit secondaries strategy during its August board meeting to take advantage of discounts in the credit secondaries market.

09.05.24
Multi-Asset/Investment Advisor
Mid-Atlantic Foundation Searching For Investment Advisor

The foundation is searching for investment advisors to advise, manage and administer its reserve fund as well as develop and implement an investment strategy.

09.05.24
People Moves
Northeast Fund Seeks Managing Director

The fund is searching for an investment director or managing director to handle sourcing, evaluating and recommending investment opportunities for its public equities portfolio.

09.05.24
People Moves
West Coast University Hires New CFO

The university has hired a new cfo to oversee its finances and investment portfolio following a search from earlier this year as its previous finance head left for a new opportunity.

09.05.24
Multi-Asset/Investment Advisor
Midwest Colleges System Wraps Up Search For Retirement Advisors

The college system has selected two investment advisors for its retirement plans after reissuing an RFP for the services earlier this year.

09.04.24
Small-Cap
Southern Fund Hires Int’l Small-Cap Mgr., Rehires Consultant

The trust fund has hired an international small-cap equity manager over two other finalists following a search and rehired its general investment consultant following an RFP from the second quarter.

09.04.24
Industry News
Wealth Manager Agrees To Absorb Investment Manager

The wealth management and investment advisory firm has agreed to acquire an investment manager that serves foundations and high net-worth individuals.

09.04.24