Industry News

People Moves
Western Fund Searching For Senior Analyst

The fund is seeking a senior investment analyst to perform investment and operational due diligence on prospective and existing equity-oriented investments.

08.09.23
Surveys/Studies
Community Foundations Can Address Liquidity Needs With Key Portfolio Strategies: Report

Community foundations dealing with rising interest rates and an economy that has “wobbled” over the last 18 months should revisit the role of alternatives, reconsider fixed-income and focus on costs to add stability and durability to their missions and address liquidity needs, according to a recent paper.

08.09.23
People Moves
West Coast Wealth Mgr. Acquires Regional Investment Advisor

The firm has acquired a registered investment advisor that brings more than $180 million in assets under management and a focus on Washington state.

08.09.23
People Moves
Cresset Names Private Credit Head

Firm hired a managing director and head of private credit to expand the asset class program.

08.09.23
People Moves
Texas Pension Sees Investment Staff Retirement

The retirement plan saw a longtime investment strategist retire at the end of the second quarter.

08.09.23
Industry News
Former BAAM Co-CIOs Launch Alternative Investment Fund

Gideon Berger and Min Htoo, former co-cios at Blackstone Alternative Asset Management, founded LuminArx Capital Management in January.

08.08.23
People Moves
Principal Asset Mgmt. Hires Global Fixed-Income MD

The new hire spent the past 14 years at Goldman Sachs Asset Management.

08.08.23
Industry News
Medalist, Semper Broaden Partnership

Medalist Partners and Semper Capital Management have expanded their partnership in the structured credit space.

08.08.23
People Moves
Investment Consultant Adds Senior V.P. Focused On Nonprofits

The firm hired a senior v.p. and investment consultant focused on nonprofit organizations as part of its client solutions team.

08.08.23
People Moves
Midwest Women’s College Names Interim V.P. For Finance

The institution has named an interim v.p. for finance and administration to oversee its investment program after its previous finance head left after over one year in the role.

08.08.23