Consultant/OCIO/Discretionary

A savings program based in the West retained its program consultant following a search from the third quarter that garnered three proposals.

The plan hired Aksia following a discretionary private credit advisor RFI and amended its annual pacing plan with discretionary private equity advisor Hamilton Lane.

Former fixed-income director will join Credit Suisse at the end of the month.

A university in the mid-Atlantic region has issued an RFP seeking one or more investment managers to provide investment recommendations and strategies to achieve higher returns on its investments.

She actively supports consultants in all aspects of client service on a variety of client relationships.

The plan hired a new consultant following an RFP process.