People Moves
RBC GAM Appoints Next Global CIO

The firm’s current global cio will retire on Jan. 31.

11.14.25
Cash/Currency
Calif. Association Concludes Cash Overlay Mgr. Search

The retirement association has concluded an RFP search launched in June.

11.14.25
People Moves
Siris Announces Leadership Transition

Co-Founder and Managing Partner Peter Berger has been appointed chair of the firm.

11.13.25
Administrator/Record Keeper
Calif. 457 Plan Rehires Record Keeper

The deferred compensation plan received seven proposals in response to an RFP issued in April.

11.12.25
Industry News
Clearlake To Acquire Pathway Capital Management

The transaction will more than double Clearlake Capital Group’s assets under management.

11.12.25
REIT
Rocky Mountain Board Swaps Real Estate Mgrs.

The board replaced its sole real estate manager last month due to organizational concerns and a decline in assets.

11.10.25
Multi-Asset/Investment Advisor
Rocky Mountain School District Taps New Investment Advisor

The district received two proposals in response to an RFP issued in April.

11.10.25
People Moves
Churchill Names Senior Investment Strategist

The senior investment strategist will focus on developing U.S. private credit solutions for EMEA investors.

11.10.25
Private Equity
Rocky Mountain Pension Bolsters PE Portfolio

The retirement plan approved two private equity commitments totaling $13.25 million in the third quarter.

11.07.25
People Moves
Wilshire Names Chief Revenue Officer

The role is newly created.

11.06.25