People Moves
Northeastern Foundation Announces CIO Transition Plans

The foundation’s director of investments will take over as its next investment head in 2024 as its cio is set to retire at the end of 2023.

09.15.22
People Moves
Southern Outsourced CIO Names Co-CIO

The outsourced cio promoted a managing director of investments to co-cio to help lead its investment strategy and provide its ceo more time to focus on long-term growth of the firm.

09.15.22
Searches And Hires
Southern Community College Issues Financial Advisor RFP

The college is seeking a firm to to advise and assist in the development of short-term and long-range financing plans as well as advise on investment of funds.

09.15.22
Consultant/OCIO/Discretionary
Southern University Foundation Switches OCIOs

The foundation hired a new outsourced cio to replace its incumbent discretionary provider following a search from last year.

09.15.22
People Moves
Mid-Atlantic Medical Institute Adds Public Markets MD

The managing director of public markets joined the institute this summer after serving as as v.p. and head of marketable securities at a mid-Atlantic hospital for nearly three years.

09.15.22
Real Estate
New England University Adds RE Commitment, Liquidates HY Bond Investment

The university added a real estate commitment with an existing manager and fully liquidated a high-yield fixed-income strategy after a decade in the endowment.

09.14.22
People Moves
Great Plains Fund Eyes Next CIO

The sovereign wealth fund has initiated its search for a cio to oversee and manage its portfolio after its investment head left this summer to join a Southwestern defined benefit plan as cio.

09.14.22
People Moves
Western University Seeks Next CIO

The university formally launched its search for its next cio due to the retirement of its cio after 19 years of service.

09.09.22
Consultant/OCIO/Discretionary
New England Treasurer Seeking Consulting Services For 529 Plan

The treasurer’s office is searching for an investment consultant to oversee its 529 program, analyze performance of its direct- and advisor-sold plans and provide an assessment of the risk/reward tradeoff of each investment option from an asset allocation, investment structure and fee perspective.

09.08.22
People Moves
Western Healthcare Org Hires First CIO

The organization hired its inaugural v.p. and cio late last month from a nearby higher education institution.

09.08.22