Private Equity
Mid-Atlantic Plan Explores Private Equity Portfolio Expansion

A university based in the Mid-Atlantic region is potentially increasing its allocation to the alternative asset class.

11.21.24
MRI/Social Investments
Mid-Atlantic Foundation Makes Impact Investment

A foundation based in the Mid-Atlantic region has added a new impact commitment to a venture firm focused on diverse-led manufacturing companies.

11.21.24
MRI/Social Investments
Southern Endowment Prepares Impact Investment RFP

An endowment fund based in a Southern state is looking to launch a second search for companies or fund managers related to its forestry-related impact investment program.

11.21.24
Trends
Endowments And Foundations Benefit From AI-Driven Infrastructure Opportunities: Clearstead

The adoption of AI technologies across the economy may yield 1-3% more annual economic growth across the U.S., requiring a significant growth in demand for energy utilities and infrastructure that bodes well for nonprofit investors with allocations to the asset class.

11.21.24
People Moves
Midwest Religious Order Names Veteran Consultant As Executive Director

The investment arm of a religious denomination based in the Midwest has hired a veteran investment consultant as its new executive director.

11.21.24
People Moves
Western State Fund Issues Recruiting Firm RFP

A trust fund based in a Western state is looking to hire a recruiting firm to assist in finding a successor cio to manage its investments.

11.14.24
People Moves
Mid-Atlantic Community Foundation Hires New CFO

The new cfo will oversee the foundation’s finance, accounting, treasury management and human resources.

11.14.24
Asset Study/Review
West Coast Fund Prepares For Next Asset Study 

The trust fund is preparing to conduct an asset allocation study for one of its portfolios, the first since 2022, as it continues to build out its alternative asset classes, including private equity and real assets.

11.13.24
Private Equity
Firm Closes Buyout Fund Above Target Fundraise

The private equity energy firm has closed its first-ever fund targeting investments related to nuclear facilities and companies above its $300 million fundraising target.

11.13.24
People Moves
Investment Firm Promotes Senior V.P. To Chief Distribution Officer

The global investment firm has promoted its senior v.p. and head of RIA sales to chief distribution officer as the previous distribution head left to join an investment professional membership association.

11.08.24