Announcements

Multi-Asset/Investment Advisor
Southern College Savings Plan Hires New Mgr., Modernizing Investment Approach

The plan has hired a wealth management firm as its new investment manager and the firm has entered a strategic collaboration to modernize the college savings plan.

08.26.26
Credit/Private Debt
Global Asset Manager Announces First Close Of Alternative Credit Strategy

The firm announced the first close for its latest alternative credit investment strategy exceeding $1 billion in new capital commitments.

08.26.26
People Moves
Mid-Atlantic Foundation Names MD As CIO

The foundation has promoted its managing director and interim cio as its permanent cio after its cio left the role in May.

08.26.26
People Moves
Mid-Atlantic Foundation Hires CIO From Midwest Foundation

The foundation has named a new cio to oversee its more than $2 billion portfolio after they left heading the investment management at a Midwestern foundation.

08.24.26
People Moves
New England College Adds Four Board Members

The college has appointed four new members to its board of trustees, including one investment professional and another that works at a large asset management firm.

08.19.26
Industry News
Investment Manager Acquiring Options-Based Income ETF Provider

The firm is acquiring a systematic options-based income ETF manager and the combined platform will position the firm as the eighth largest active ETF manager.

08.19.26
People Moves
Midwest University Names CFO As Interim President Following Retirement

The university named its finance head as its interim president last month as its president retired on June 30 after 17 years of service in the role.

08.06.26
Private Equity
Investment Manager Closes PE Fund At Hard Cap

The firm recently held the final close for its fifth private equity fund in an oversubscribed fundraise.

08.05.26
Industry News
Southern RIA Launches Institutional Advisory, Outsourced CIO Practice

The independent, fee-only registered investment adviser has launched a dedicated institutional advisory and outsourced cio practice focused on foundations, endowments and nonprofit organizations.

07.29.26
People Moves
Midwest University Seeks Senior Investment Analyst

The senior investment analyst will help manage real assets and hedge fund exposures within the university’s endowment as the previous analyst is now covering buyout and growth investments.

07.29.26