Announcements

Emerging/Diverse Managers
Investment Collective Unveils Advisory Board

The organization, which is focused on shifting the paradigm of who controls capital, has appointed an advisory board to help achieve its goal of having 33% of assets under management handled by gender-diverse and racially diverse fund management teams by 2033.

07.17.24
Industry News
Investment Manager Forms Advisory Partnership With Alternative Manager & Consultant

The firm entered into a partnership with an alternative investment manager and consulting firm, which will become investment advisor for its covered call and equity strategy.

07.16.24
Consultant/OCIO/Discretionary
Southern University Launches Discretionary Investment Manager Search

The university has initiated a search for a firm to provide active discretionary management services for its portfolio for standard due diligence purposes.

07.16.24
People Moves
Private Equity Manager Adds Co-Head Of Climate

The global manager has added a partner and co-head of climate to help lead its dedicated climate investing team, which was established earlier this year.

07.11.24
People Moves
New England University Elects New Members To Board Of Fellows, Trustees

The university elected one new member to its board of fellows and six new members to its board of trustees, including two experienced investment professionals.

07.11.24
Consultant/OCIO/Discretionary
Investment Advisory Firm Acquires Investment Consultant & OCIO

The Northwest-based wealth manager and investment advisory firm is absorbing an investment consulting firm that works with several nonprofit organizations.

07.10.24
People Moves
Financial Services Firm Names New Head Of Asset Management

The firm has appointed a new head of its asset management group to provide custom investment and advisory solutions for institutional clients as its current head is set to retire later this summer.

07.10.24
People Moves
Private Markets Manager Adds Senior Advisor

The firm has added the former executive v.p. and head of North America of a large asset manager as a senior advisor.

07.10.24
People Moves
Southern University Foundation Names New CFO

The foundation has hired a new cfo to begin later this month after its previous finance head left last year to join an information technology services and information technology consulting firm.

07.10.24
People Moves
Middle Market PE Firm Adds Managing Director

The Southern-based private equity firm has hired a managing director for its lower middle market strategy, which was launched last year.

07.10.24