Announcements

People Moves
Southern Foundation Private Equity Managing Partner As Board Chair

The firm elected the managing partner of a private equity firm as the new chair of its board of trustees in early March.

03.13.24
People Moves
Private Investment Firm Adds Investor Relations Head

The firm hired a managing director and head of investor relations to lead its fundraising and investor relations activities as well as create and strengthen new and existing client relationships.

03.13.24
People Moves
Active Equity Manager CIO Retiring

The cio of the employee-owned active equity manager will depart next year as part of a planned retirement and responsibilities will be assigned across the firm during the transition period.

03.13.24
People Moves
Brown Advisory Hires Head Of Impact Investing

Hire is tasked with developing an impact investing and advisory platform for the Baltimore-based firm’s clients, which include nonprofit organizations, institutions, individuals, families and financial intermediaries.

03.12.24
People Moves
Investment Firm Names New Managing Director

The global investment firm has hired a managing director to oversee a newly combined investment and client solutions group.

03.06.24
Consultant/OCIO/Discretionary
Southern School Hires Outsourced CIO

The school has hired an outsourced cio to oversee and manage its portfolio as well as handle portfolio construction, asset allocation, manager due diligence and risk management following a search.

03.06.24
People Moves
Federal Regulator Appoints New Director For Division Of Investment Management

The federal regulatory body has appointed a new director for its division of investment management following a departure.

03.06.24
Surveys/Studies
Independent Schools’ Returns Rebound Year-Over-Year, Larger Endowments Perform Best Over Decade: Study

The study found that strong returns from fiscal year 2023 helped independent schools’ longer-term performance and softened the blow of negative returns from the year prior.

02.28.24
Emerging/Diverse Managers
Foundations Commit To Women & BIPOC-Led PE Fund

Three large foundations have committed to a women- and BIPOC-led private investment manager’s second private equity fund, which held its final close.

02.28.24
Private Equity
Private Equity Manager Closes Multi-Asset Continuation Fund

The firm closed its first multi-asset continuation fund, which will recapitalize four portfolio companies from its first two strategies, with approximately $325 million in commitments.

02.28.24