Announcements

People Moves
Investment Manager Promotes Staffers To CEO, COO

The firm has promoted its senior v.p. and head of distribution to ceo and its senior v.p. for product management, corporate development and affiliate relations to coo.

06.18.24
Private Equity
Global PE Manager Closes Latest Healthcare Buyout Fund Above Target

The fund recently closed its third healthcare services buyout fund above its original fundraising target of $650 million.

06.18.24
People Moves
Investment Consultant Adds Senior V.P., Portfolio Advisor

The firm has hired a senior v.p. and senior portfolio advisor to provide investment advice, asset servicing and related services to help nonprofit clients.

06.12.24
People Moves
Alternatives Manager Adds Three Executives To Private Wealth Strategy

The firm has made three senor hires to accelerate its efforts to reach the private wealth channel and make its alternative products more accessible to a broader investor base.

06.12.24
Multi-Asset/Investment Advisor
Western Firm Acquires Investment Advisor

The acquisition of the firm, which has $775 million in assets under management, closed on May 31.

06.12.24
Surveys/Studies
Investment Consultant Conducting Annual E&F Survey

The investment consulting firm has launched its sixth annual Endowment and Foundation Survey to help nonprofit leaders understand what other institutions are doing in the space and why.

06.12.24
People Moves
Mid-Atlantic University CFO Departs For Primary And Secondary School

The university’s cfo is leaving after less than three years of service join a primary and secondary school as its finance head.

06.12.24
People Moves
Northeastern University Elects Six Board Members

The university has elected six new members to its board of trustees, including four with investment experience, to help guide its educational mission and fiscal policies.

06.05.24
People Moves
Asset Manager Hires Chief Investment Strategist

The firm hired a chief investment strategist to provide macroeconomic and investing commentary, thought leadership and market analysis.

06.05.24
Non-U.S. & Global Equity
Southern Fund Enters Strategic Partnership W/ Global Equity Mgr.

The fund has entered a strategic partnership with a global quantitative equity manager, which will see them collaborate to develop cutting-edge investment products and foster innovation to better understand evolving investor needs.

06.05.24