Industry News
The firm has promoted a senior advisor to the fill-time role of president, while also appointing the founder of a financial and strategic advisory firm as a senior advisor.
The global investment manager and wealth management firm has acquired a Florida-based registered investment advisory firm as it looks to advance its footprint in Florida and the Southeast region.
Nonprofit investors should look for niche private credit opportunities as they can provide portfolio diversification and strong yields with less beta market risk than mid-market direct lending strategies, which represent the lion’s share of the private credit universe.
The university has begun its search for its next investment head as its cio will step down from the role toward the end of the year to focus on his board of directors roles, teaching and philanthropic endeavors.
The university is seeking a director of investments to be involved in all stages of the investment process from sourcing, origination, due diligence and implementation of investment opportunities to subsequent monitoring and portfolio management.
The institution is seeking an investment analyst to conduct and deliver quantitative and qualitative analysis for its endowment.
The school hired a new cfo to oversee its financial and business matters, including its endowment, in the third quarter as its finance head left for a role at a nearby institution.
The university has hired a new v.p. for finance and coo to help oversee its fiscal and investment responsibilities following a search for the position from earlier this year.
The foundation is seeking an investment manager to manage its endowment with a focus on public market investments.
The firm has hired two new employees and announced four staff promotions.