Multi-Asset/Investment Advisor
Northeast Organization To Conduct Investment Advisor Search

The organization will seek firms interested in providing investment advisory services for its endowment as part of its commitment to good governance.

05.04.23
People Moves
Private Markets Manager Announces Promotions

The firm announced several promotions spanning its teams, including managing directors on its fund investments, real assets and client solutions groups.

05.04.23
People Moves
Western Foundation Adds Investments Principal From Nearby Nonprofit

The principal of investments joined in March after seven years at a nearby nonprofit, where they helped grow the institution’s assets to more than $1 billion from $250 million.

05.04.23
ESG
Western University Latest To Approve Fossil Fuel Divestment

The university will begin divesting its endowment from fossil fuels immediately as it also explores options for clean energy investments.

05.04.23
Industry News
Investment Advisor to Acquire HNW Investment Consulting, Advisory Firm

The firm has agreed to acquire an investment consulting and advisory firm that works primarily with ultra-high-net-worth individuals and families with a focus on the technology space.

05.04.23
Alternatives
New England University Makes HF Redemption, Adds PE Commitment

The university approved fully liquidating a hedge fund manager and committing to a private equity strategy within its endowment in the first quarter.

05.04.23
Consultant/OCIO/Discretionary
Southern Hospital Issues Investment Consultant RFP

The hospital has issued an RFP seeking an investment consultant for its portfolio, which is divided between three advisors.

05.01.23
Consultant/OCIO/Discretionary
Southern College Foundation To Conduct Search For Advisor

The foundation will issue an RFP for a firm to provide investment advisory and management services for its portfolio next week for standard due diligence purposes.

04.28.23
Private Equity
Southern Health System Considering PE Secondary Commitment

The system was expected to review three private equity secondary fund-of-funds managers for its portfolio this week after beginning consideration of the strategies late last year.

04.27.23
People Moves
Northeast College Eyes Next V.P. As Finance Head Retires

The college is searching for a v.p. for operations and administration as its finance head retired earlier this month after more than 10 years in the role.

04.27.23