Industry News

People Moves
Global Asset Manager Impact Investing Head Retiring

The firm’s head of impact investing will retire this summer and the firm has named a portfolio manager on its impact investment team as their successor.

06.29.23
Industry News
Credit Manager Closes Inaugural Fund

The credit firm recently closed its inaugural fund, which provides capital for small business owner-operators, above its target fundraise.

06.29.23
People Moves
Financial Services Firm Names Investments Head

New managing director and head of investments joins from a nearby endowment and bolsters firm’s investment research, analysis and due diligence capabilities.

06.28.23
People Moves
NTAM Makes Leadership Changes

The firm today announced several recent organizational and leadership changes.

06.28.23
Emerging/Diverse Managers
Legislators Reintroduce Bill Promoting Endowment Transparency & Diversity

The bill will help ensure colleges and universities are providing opportunities to women and minority asset managers by mandating transparency and standardizing data collection.

06.28.23
People Moves
Outsourced CIO Executive Chair Dies

The executive chair of the outsourced cio recently died after joining the mid-Atlantic based firm in the role in the third quarter.

06.28.23
People Moves
Oaktree Promotes Next Co-CEOs

New co-ceos will succeed the firm’s first ceo at the start of 2024.

06.28.23
Industry News
Medalist Partners Closes Third Private Credit Fund

The oversubscribed fund closed with approximately $600 million.

06.28.23
People Moves
Calif. Plan Slates Executive Director Search

Plan’s current executive director will retire at the end of the year after a decade in the position.

06.28.23
People Moves
Midwest Nonprofit Adding Deputy CIO To Succeed Investment Head Following 2024 Planned Retirement

The nonprofit has hired the executive director and cio of a nearby public defined benefit plan as deputy cio and they will succeed the nonprofit’s cio following their planned retirement in summer 2024.

06.28.23