Announcements

People Moves
Mid-Atlantic University Elects New Board Members

The university has elected four new members to its board of trustees, including one investment professional, and named a new board chair effective July 1.

08.03.23
People Moves
Southern Institution Adds Seven Board Members

The university added seven new members to its board of trustees, including one former investment professional and an operating advisor for a private equity firm.

08.03.23
Industry News
New England Investment Advisor Acquires Maine-Based Advisory Firm

The firm has acquired a Maine-based investment advisor, which works with individuals, family offices and institutional investors, as part of its continued expansion in the state.

08.03.23
People Moves
Mid-Atlantic Manager Names Biz Development Head

The firm has hired a managing director and head of business development to expand its institutional business.

08.01.23
Industry News
Global Asset Manager Acquiring ETF Business

The global firm is acquiring the manager’s ETF business and infrastructure, which focuses on supply chain onshoring and energy transition.

07.27.23
ESG
West Coast University Divests Energy Assets

A university based on the West Coast has completed divesting its endowment from fossil fuels after five years.

07.27.23
Multi-Asset/Investment Advisor
Midwest College Set To Grow Endowment To More Than $1.5 Billion

The college is growing its endowment to more than $1.5 billion after estate commitments and a matching gift from an anonymous donor.

07.27.23
People Moves
West Coast University Snags Nearby University Treasurer As Next CFO

The university has hired a new v.p. and cfo from a nearby institution following a search from the first quarter as its previous finance head left for another West coast university.

07.26.23
Credit/Private Debt
Investment Advisor Makes Minority Investment In European Private Debt Mgr.

The European private debt manager, which focuses on the middle market space, will use the investment to accelerate growth initiatives.

07.26.23
People Moves
Outsourced CIO Names New North America Head

The firm has named a partner as head of North America to be responsible for its largest North American clients’ investment programs and continue refining the investment strategy.

07.26.23