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Consultant/OCIO/Discretionary
Western City Seeks Discretionary Advisor For Endowment
The city has issued an RFP seeking investment advisors to manage its endowment on a discretionary basis.
10.21.26
West Coast Authority Seeking DC Plan Consultant
The authority is seeking a firm to provide retirement plan assessment, fiduciary review and benchmarking, among other responsibilities.
10.21.26
Against Consensus Podcast: Leslie Lenzo on Leaving the C-Suite to Build L Squared Investment Solutions
In this episode of Against Consensus, host Angelo Calvello sits down with L Squared Investment Solutions Founder Leslie K. Lenzo to discuss her leap from the cio role at Hershey Trust into entrepreneurship.
10.21.26
Mid-Atlantic Pension Makes Private Markets Commitments
The commitments fulfill the plan’s 2026 real assets and private equity pacing plans.
10.21.26
Monomoy Raises $589M For Inaugural Family Fund
The fund held its final close three months after its launch.
10.21.26
FIN Searches combines our in-depth coverage with a directory component.
FINsearches is the most powerful and complete sales and marketing tool available for the institutional asset management industry for defined benefit plans, nonprofits and consultants.
Intercontinental Real Estate Taps Inst’l Services Head
He joined the firm this summer to partner closely with Intercontinental’s senior leadership to help strengthen the team’s institutional distribution and client service strategy.
10.21.26
Commonfund Institute Names Next Executive Director From NACUBO
The institute has named NACUBO V.P. for Policy and Research Liz LaPolt Clark as its next executive director to oversee its research, thought leadership and educational initiatives.
10.21.26
In The News
Oil, Lawsuits, AI: Inside Harvard’s Increasingly Opaque $57 Billion Endowment
A Harvard Crimson analysis of nearly 3,400 tax records traced Harvard’s endowment through a sprawling network of outside funds, revealing investments tied to fossil fuels, litigation finance, private companies, catastrophe risk, and more.
The Struggling Colleges Raiding Their Endowments to Pay the Bills
It’s the last resort for institutions on the brink: tapping restricted funds from donors to keep the lights on. ‘The money they donated is not being used for what they gave it for.’
University Endowments Are About to Strike It Big on the SpaceX IPO
SpaceX is among the most widely held investments across colleges and universities, endowment executives say, likely making the rocket company’s coming IPO one of the great windfalls for American endowments.
Princeton spared from endowment tax, PRINCO executive says, saving hundreds of millions
Princeton will not have to pay any net investment income tax on returns from its $36.4 billion endowment, a University investment official said at a private event in January, after a recent expansion of its undergraduate financial aid program left the University below a 3,000 tuition-paying student threshold to qualify for taxation.
