Daily Feed
The move expands Creative Planning’s institutional investment consulting capabilities with the acquisition of RVK and its $4.3 trillion in assets under advisement.
On this episode of Against Consensus, host Angelo Calvello, PhD, sits down with Bob Greene, President & CEO of the National Association of Investment Companies, for a data-backed case that diversity is a performance driver, not a trade-off.
The transaction is expected to close in the fourth quarter.
The head of global CLO issuance and capital markets role is newly created.
The new hire brings the firm’s client-facing capabilities under integrated leadership.
The deferred compensation plan’s contract with its incumbent is scheduled to expire on Jan. 31.
The new hire will help lead the continued development of the firm’s financing and debt capital markets capabilities.
The commitment is part of the retirement system’s pacing schedule for the asset class.
The retirement system also approved a fiscal year 2027 real estate pacing plan last week.
The retirement system also hired a new hedge fund manager in the second quarter.
