Consultant/OCIO/Discretionary
The plan decided to move forward with an RFP for alternatives consultants in the next few months.
The plan is conducting the search for due diligence purposes and has worked with its current consultant since 2002.
The firm’s private equity director has left to join a healthcare-focused investment firm.
The authority is seeking a firm to provide advisory services for its $20 million in retirement plan assets.
Two of the new shareholders joined in April to establish a Chicago office.
He works with asset class analysts and the director of manager research on research projects.
The plans will seek approval to hire a new consultant for their $70 million in assets.
The team includes three principals and a senior consultant.
The plan first decided to switch to an outsourced cio model in 2020.
He will oversee all day-to-day operations and provide strategic leadership for the firm’s shared services.