People Moves
Investment Manager Adds V.P. Of Sustainability

The firm hired a v.p. of sustainability global markets to oversee execution of sustainability and stewardship initiatives and serve as an advocate and spokesperson with clients, external organizations, policymakers, regulators and internal stakeholders.

03.23.23
People Moves
Pacific Northwest University Eyes Next CFO

The university’s v.p. and cfo is stepping down from the role later this spring to join a West Coast university as its next v.p. for finance and administration.

03.23.23
People Moves
Midwest University Adds Senior Investment Professional To Board Of Trustees

The university added a senior v.p. for investments and branch manager at a financial advisory firm to its board of trustees in the fourth quarter.

03.23.23
People Moves
Investment Advisor Names New Partner

The firm promoted an investments and planning team member to partner on Jan. 1 and they will continue to serve as an investment advisor and portfolio manager.

03.23.23
Alternatives
Great Lakes University Discloses Follow-On Credit, VC, PE Commitments

The university disclosed follow-on commitments to existing credit, venture capital and private equity manager relationships made between September 2022 and January.

03.23.23
People Moves
National Association Names Next President

The association has named its next president and ceo to lead, direct and manage the organization following a search from last year as its previous head died after battling cancer.

03.23.23
Real Estate
Western University Considering $2 Billion In Real Estate Investments For Campuses

The university is considering creating a related but separate entrepreneurial team to invest $2 billion in real estate on or near its campuses, while also disclosing its shifting approach to private equity investing.

03.23.23
Multi-Asset/Investment Advisor
Western College Foundation Seeking Investment Mgmt., Advisory Services

The foundation has issued an RFP seeking a firm to conduct research and make investment decisions on the management of the portfolio, recommend asset allocation and handle reporting, portfolio evaluation and the review of accounts.

03.22.23
Consultant/OCIO/Discretionary
Western Plan Searching For DC Program Consultant

The plan is searching for a general investment consultant for its defined contribution retirement program to help with the search, selection, monitoring and reporting of investment vehicles.

03.21.23
Consultant/OCIO/Discretionary
Southern Board Issues Investment Consultant RFP

The board has issued its RFP seeking an investment consultant to oversee assets across five plans due to the upcoming contract expiration of its incumbent consultant, which is invited to rebid.

03.21.23