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The university has named a new executive v.p. and cfo as its finance head is set to retire in the first quarter after 17 years in the role.
The district last issued an investment advisor RFP in 2018.
The firm has hired a director of debt advisory to strengthen its capital advisory team and financial sponsors group, which serves middle-market clients in the consumer, diversified industrials, financial institutions and technology verticals.
The firm has selected a new firm to provide investment management services for its portfolio, including overseeing and executing the selection, monitoring and evaluation of the portfolio and its investment managers.
The credit arm of an investment manager is acquiring a venture debt manager in a deal expected to close in the fourth quarter.
The library has launched a search for an investment advisor to help oversee its short- and long-term investment portfolios.
The pension plan replaced its global large-cap growth equity and domestic core-plus fixed-income managers in the second quarter.
The foundation is searching for an investment associate to help manage its endowment, participate in formulating its investment strategy and underwrite and invest in new opportunities.
The foundation has issued an RFP seeking investment advisors to invest funds in accordance with its investment policy, provide custom benchmarks to assess investment performance and provide education and training to board and staff, among other responsibilities.
The firm promoted its director of manager research to president, responsible for investment management, operations, business development and client service.
