Industry News

People Moves
Midwest Foundation Searches For Next V.P. & CIO

The new v.p. and cio will oversee and manage the foundation’s investment portfolio including evaluating and recommending prospective managers and working with the organization’s investment committee to develop an overall investment strategy, policy and asset allocation.

10.24.24
Consultant/OCIO/Discretionary
Midwest RIA To Acquire Majority Stake In NEPC

The Chicago-based wealth management and investment advisory firm has agreed to purchase a majority stake in the prominent investment consulting firm.

10.24.24
People Moves
Northeast University Looks For Staffer To Help Manage Endowment

The university is searching for an investment analyst or investment associate to serve as a generalist and help manage its nearly $1 billion endowment.

10.24.24
International / Global / Emerging Markets
Investment Mgr. Launches Emerging Markets Impact Opportunities Team

The firm has launched a new team focused on private markets to invest in middle market private infrastructure companies in the energy generation and storage, transport and mobility and circular economy sectors in emerging Asia excluding China.

10.23.24
People Moves
Investment Firm Adds Director From Shuttering Outsourced CIO

The firm has hired for the newly created role of director of institutional operations to oversee its operational processing, including institutional reporting and account administration, for its endowment and foundation clients.

10.23.24
People Moves
Western Trust MD Departs For Managing Partner Role At Investment Adviser

The managing director left the trust in the second quarter to join an East coast-based investment adviser focused on U.S. credit as a managing partner.

10.23.24
People Moves
Comvest Bolsters Senior Credit Originations Team

Kevin Blitz joins the firm’s direct lending platform as a managing director.

10.23.24
People Moves
Southern Hospital Adds Former Texas Muni Portfolio Director

The hospital’s new senior investment analyst was formerly a portfolio director at the Texas Municipal Retirement System.

10.23.24
People Moves
Southern Healthcare System Searching For Director Of Investments

The director of investments will assist in the oversight and management of the healthcare system’s portfolio, including conducting due diligence on existing and prospective managers.

10.23.24
MRI/Social Investments
Advocacy Group Seeks E&Fs To Participate In Impact Benchmarking Program

The advocacy group and peer network is looking for endowments and foundations to participate in the latest cohort of its impact investment benchmarking program.

10.23.24