Industry News

People Moves
Western Health Foundation Wraps Up Investment Manager Search

The foundation recently hired an investment manager to assist in the oversight and management of its portfolio following a search from 2023.

04.11.24
Surveys/Studies
E&Fs Remain Optimistic In 2024, Bullish On Private Equity & Private Credit: Commonfund

Despite macroeconomic headwinds, a new survey finds institutional investors remain optimistic in 2024 and are bullish on private equity and private credit.

04.11.24
People Moves
Western Institute To Search For Investment Head As CIO To Step Down

The institute will conduct a search for a cio as its investment head is expected to step down from the role later this year to focus on their various board, teaching and philanthropic endeavors.

04.11.24
People Moves
Investment Manager Appoints Next President & CEO

The firm has promoted a portfolio manager to president and ceo as its chair and ceo is transitioning to executive chair.

04.11.24
Consultant/OCIO/Discretionary
Global Wealth Manager Absorbing Outsourced CIO

The global wealth management firm has agreed to absorb the staff and clients from an outsourced cio provider to bring its assets under management to approximately $100 billion.

04.11.24
People Moves
Southern Hospital Organization Seeks Investment Analyst

The healthcare organization is seeking an investment analyst to help in managing its endowment, monitoring existing investments and researching prospective investments.

04.11.24
Announcements
Northeast Investment Advisory Firm Opens New Office

The firm has opened a new office in New York to accommodate multiple operating groups and better serve investors as well as support the firm’s growing team.

04.11.24
People Moves
Western Foundation Seeks Investment Associate

The foundation is seeking an investment associate focused on public equity and fixed-income to assist in the development and implementation of portfolio strategies.

04.11.24
People Moves
Northeast Foundation Seeks Investment Ops. Analyst

The foundation is searching for an investment operations analyst to support its investment team with day-to-day investment operations and reporting.

04.10.24
People Moves
Southern Endowment Search Firm To Help Identify Next CEO

The endowment has selected a nearby executive search firm to help conduct a search for a new president and ceo as its previous head resigned in February.

04.10.24