Industry News

Consultant/OCIO/Discretionary
Pathstone Acquiring Outsourced CIO

The firm has agreed to acquire an outsourced cio with more than 130 clients representing approximately $45 billion in assets.

10.16.24
People Moves
Mid-Atlantic College Names New Finance V.P.

The college hired a new v.p. for finance and administration in the second quarter to oversee its finances, management of its endowment and risk management, among other areas.

10.16.24
People Moves
Investment Firm Adds Director Of Charitable Giving Solutions

The firm hired a director of charitable giving solutions within its nonprofit practice to oversee its national strategy and implement donor advised fund and private foundation administration solutions.

10.16.24
People Moves
Southern University Adds Five To Board, Including One PE Investor

The university has added five new members to its board of trustees, including one private equity investor, to oversee and align its strategic direction, educational policy, finances and operations with its mission.

10.16.24
People Moves
Southern University Searching For Investment Mgr. Focused On Private Markets

The university is seeking an investment manager to take primary accountability for its private investment portfolio, which makes up 40% of its long-term investment portfolio.

10.16.24
People Moves
Midwest Foundation Hires Impact Investing Director

The foundation has hired a director of impact investing to oversee its program-related and mission-related investment portfolio totaling more than $120 million.

10.16.24
People Moves
Mid-Atlantic University Seeks Analyst

The investment analyst will help conduct due diligence on new and existing investment managers across public and private equity and credit.

10.16.24
People Moves
Southern Health System Names New CFO

The system hired a new cfo to oversee its corporate finance, investment, supply chain, construction and facilities teams in the second quarter.

10.16.24
People Moves
Percheron Names Investor Relations Head

The head of investor relations joined the firm from Audax Private Equity.

10.16.24
Trends
Not Investing In China: More Of A Political Decision Than A Financial One 

Geopolitical events, regulatory changes and policy shifts have led investors to reevaluate the role of exposure to China in their portfolios. 

10.15.24