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The university will conduct a search for its next cio and president to oversee its investment management arm as its current head is set to step down from the role later this month.
The firm has added a former partner of a prominent investment manager’s global private client business as a senior advisor to assist with relationships, resources and industry knowledge.
The foundation may look to fill an open investment associate role following the recent departure of an investment staff member, who left to pursue a new role in the nonprofit and philanthropic space.
The college has issued an RFP seeking a firm to provide investment management services for a scholarship fund.
The college selected a firm to provide banking and investment management services as well as armored car deposit responsibilities following the issuance and re-issuance of an RFP in the first quarter.
The managing director will work with the firm’s originations team to source new transactions.
The city and county last issued an RFP for investment advisory and management services in 2019.
The plan is looking to establish a roster of investment consultants.
The plan committed to two private credit funds at a board meeting last week.
The plan’s investment consultant is recommending swapping for higher conviction managers.