Searches And Hires

Private Equity
Calif. Plan Bolstering Private Markets Portfolio

Plan expects to add private equity commitments totaling $60 million following investment committee approval earlier this week.

03.01.23
Consultant/OCIO/Discretionary
Alabama Plan Wraps Up Consultant Search

The plan rehired its incumbent general investment consultant following finalist interviews held on Monday.

03.01.23
Asset Study/Review
Colorado Water Plan Mulls New A/A; Adds Real Estate Debt Commitment

The plan considered a new asset allocation last month that would increase its fixed-rate debt target and previously committed to an existing real estate debt manager.

03.01.23
Administrator/Record Keeper
West Coast 457 Plan Makes Record Keeper Switch

The plan hired a new record keeper this week.

03.01.23
Credit/Private Debt
Southern State Plan Approves Private Credit Commitment

The commitment marks the plan’s second with the firm.

03.01.23
Real Estate
Mass. Plan Issues Real Estate Manager RFP

The plan conducted a similar search in 2021 that did result in any hires.

03.01.23
Multi-Asset/Investment Advisor
Southwest CC Extends Deadline In Discretionary Advisor Search

The college extended the deadline for proposals in its search for investment advisors to provide discretionary portfolio management services after issuing the RFP earlier this month.

03.01.23
MRI/Social Investments
Midwest Healthcare System Commits To St. Louis Impact Fund

The fund made an undisclosed commitment to an impact fund focused on Black- or Latinx-owned entrepreneurs and businesses in the St. Louis-area.

03.01.23
Multi-Asset/Investment Advisor
Mid-Atlantic College Foundation Issues Investment Mgmt. RFP

The foundation is seeking investment management services for its portfolio and the selected firm will be tasked with investing funds and other negotiable assets to produce maximum total return.

03.01.23
Alternatives
Southwest Council Makes Private Markets Commitments

The commitments include two new relationships for the council.

02.28.23