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Industry News

Industry News
CoBiz Acquires Wagner Investment Management
Wagner Investment Management has been acquired by CoBiz Financial. Denver-based Wagner, with
11.13.07
Industry News People Moves
Kaplan Named Interim CEO of HMC
Robert Kaplan, a senior director of Goldman Sachs and professor at the business school, has been
11.12.07
Industry News
Nonprofits Consider Mergers To Expand Funds, Reach
With an increase in the number of nonprofits around the country, charities are experimenting with
11.12.07
Industry News
AMG Acquires Stake In ValueAct
Affiliated Managers Group has acquired an equity stake in alternative investment ValueAct Capital,
11.08.07
Industry News
Some Nonprofits May Evaluate Relationships With Merrill
A number of nonprofits said they will discuss their relationships with Merrill Lynch, but have yet
11.08.07
Industry News
Universities Below $1 Billion Find Ways Keep Up With Bigger Endowments
Bowdoin College, Hamilton College and Furman College are three endowments below $1 billion dollars
11.06.07
Industry News
Real Estate Firm To Expand Greater Southern Calif. Efforts, Opens LA Office
Private real estate investment firm Rockwood Capital has opened a Los Angeles office to strengthen
11.06.07
Industry News Consultant/OCIO/Discretionary
SEC Increases Scrutiny Of Merrill; Clients Alerted
Merrill Lynch has informed its Florida pension consulting clients that the SEC believes the firm
11.01.07
Industry News
Eaton Vance Succession Complete
Thomas Faust, Jr. has been named chairman and ceo of Eaton Vance, the firm announced today. Faust,
11.01.07
Industry News
Former Delaware Investment CEO Launches Logan Circle
Logan Circle Partners, the firm founded by Jude Driscoll, former ceo of Delaware Investments, has
11.01.07
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Editor Picks
New England Pension Makes Real Estate Debt Commitments Midwest Governor To Consider Bill Barring Universities From ESG Investing Midwest University Searching For Next Finance Head
Searches And Hires
Northeast Pension Seeking Timber/Farmland Funds Southern City Concludes Investment Advisor Search Calif. Pension Bolsters Alts. Portfolios

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