Daily Feed

People Moves
Midwest University Hires Next CFO

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.

11.06.24
Multi-Asset/Investment Advisor
Colo. School District Posts Investment Advisor RFP

The district last issued an investment advisor RFP in 2018.

11.06.24
People Moves
Financial Services Company Hires Debt Advisory Director

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.

11.06.24
Multi-Asset/Investment Advisor
Southern College Foundation Selects New Firm To Manage Endowment

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.

11.06.24
Alternatives
Investment Mgr.’s Credit Arm Acquiring Venture Debt Firm

The credit arm of an investment manager is acquiring a venture debt manager in a deal expected to close in the fourth quarter.

11.06.24
Multi-Asset/Investment Advisor
Midwest Library Searching For Investment Advisor

The library has launched a search for an investment advisor to help oversee its short- and long-term investment portfolios.

11.06.24
Non-U.S. & Global Equity
Rocky Mountain Pension Swaps Equity, Fixed-Income Managers

The pension plan replaced its global large-cap growth equity and domestic core-plus fixed-income managers in the second quarter.

11.06.24
People Moves
Mid-Atlantic Foundation Eyes Investment Associate

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.

11.06.24
Multi-Asset/Investment Advisor
Southern College Foundation Issues Investment Advisor RFP

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.

11.06.24
People Moves
Boutique Asset Manager Promotes MD To President

The firm promoted its director of manager research to president, responsible for investment management, operations, business development and client service.

11.06.24