Industry News

Trends
Keeping A Record: Managers Must Archive Communications To Avoid SEC Fines

Investment managers can avoid fines by making sure their employees use applications that archive communications while also maintaining appropriate policies and procedures for staff compliance, according to law firm Troutman Pepper.

11.02.22
People Moves
Midwest Plan Snags Deputy ED From Nearby DC Plan

The deferred compensation plan’s executive director will leave to take on a deputy executive director role at the State Teachers Retirement System of Ohio next month.

11.02.22
People Moves
Growth Equity Manager Expands Senior Leadership Team

The new hires represent the “continuation of Edison’s momentum in 2022,” according to the firm.

11.02.22
Industry News
J.P. Morgan Launches Life Sciences PE Team

The new team will invest in both early and growth stage healthcare companies.

11.01.22
People Moves
Midwest Plan Seeking Deputy CIO For Public Markets

The plan is seeking a successor for its deputy cio for public markets, who was named cio last month after serving in the role in an interim capacity since July.

11.01.22
Industry News
Franklin Templeton Completes Alcentra Acquisition

The transaction increases Franklin Templeton’s alternative assets under management to $260 billion in aggregate.

11.01.22
Industry News
Midwest Plan Searching For Real Estate Officer

The officer will report to the plan’s managing director of international real estate.

11.01.22
People Moves
Private Equity Manager Appoints Managing Director & COO

The firm’s new managing director will also become coo on Jan. 1.

11.01.22
People Moves
Briarcliffe Adds MD From KKR

Briarcliffe Credit Partners has added Roger Li as a managing director and head of co-head of GP advisory, the firm announced.

10.31.22
Profiles
5 Questions With McKnight Foundation Director of Investments Elizabeth McGeveran

McGeveran, who leads the Minneapolis-based foundation’s investment team, took the time to answer 5 questions with FIN News.

10.28.22