Consultant/OCIO/Discretionary
Southern Tribe Seeks Consultant For Retirement Programs

The tribe has issued an RFP seeking firms to provide fiduciary consulting services for the employee 401k plan administration.

06.24.26
People Moves
New England Health System Seeks Investment Director, Associate

The positions will assist in the oversight of the health system’s endowment and pension assets as well as conduct diligence on new and existing managers across asset classes.

06.24.26
Private Equity
Private Equity Mgr. Closes Two New Funds At Hard Cap Above $1.1 Billion

The firm recently closed its fourth private equity fund and second independent sponsor-focused fund after reaching its hard cap with more than $1.1 billion in commitments.

06.24.26
Juneteenth
HBCU Founders Initiative Accelerating Entrepreneurship At Black Institutions

Pre-seed venture accelerator Nex Cubed and CEO Marlon Evans launched the HBCU Founders Initiative five years ago to engage Historically Black college and university students and alumni interested in developing solutions to close the wealth gap, ranging from increasing access to healthcare, education and financial services.

06.19.26
Multi-Asset/Investment Advisor
Southern College Issues Investment Advisory RFP

The college is searching for financial advisors, fund managers and brokerage providers to provide investment advisory and investment management services.

06.18.26
Surveys/Studies
Alts Central To E&F Strategy As Liquidity Management Grows In Importance: Survey

Endowments and foundations’ allocations to alternatives have surpassed domestic equity as the largest institutional allocation, while liquidity management and portfolio resilience have become important portfolio themes, according to a recent study.

06.18.26
People Moves
Investment Consultant Bolsters Staff From Southern Hospital

The investment consulting firm added a manager research consultant in February from a Southern hospital.

06.17.26
People Moves
Southern Hospital Eyes Senior Investment Analyst

The hospital is searching for a senior investment analyst to assist in the oversight and management of its portfolio after a senior analyst left in the first quarter to join an investment consulting firm.

06.17.26
People Moves
Global Manager Names New CFO

The global manager appointed a new executive v.p. and cfo to lead its financial operations, financial strategy and investor relations after its previous finance head left last year for another opportunity.

06.17.26
People Moves
Financial Services Firm Names CIO For Wealth, Asset Mgmt. Group

The firm has hired a new cio to lead its wealth management asset management group.

06.17.26