Venture Capital
Western Female-Led Firm Closes Inaugural VC Strategy

The firm closed its inaugural venture capital fund with more than $60 million in commitments from institutional investors, corporates, multi-family offices and other strategic backers.

09.23.26
Multi-Asset/Investment Advisor
Canadian Institute Issues Investment Advisory RFP

The institute is seeking firms to provide investment management and consulting services for its more than $140 million in assets across endowment and non-endowment portfolios.

09.23.26
People Moves
Southern University Foundation Adds Investment Analyst, Assistant

The foundation has added an investment analyst as well as a part-time investment assistant to aid in the oversight and management of its endowment and other assets.

09.23.26
Consultant/OCIO/Discretionary
Mid-Atlantic AG Office Seeks Firms To Advise Charitable Trust & Investment

The office is seeking firms to advise and represent it regarding charitable trust and investment cases.

09.23.26
MRI/Social Investments
Southern Foundation Anchors Program-Related Investment

The foundation has committed to anchor a newly launched fund designed to close the gap in underfunded nature-based solutions.

09.23.26
People Moves
Northeast University Names New CIO As Investment Head Departs

The university is promoting two senior investment team members to lead oversight and management of its endowment as its investment head is leaving after more than a decade of service to take over as the inaugural cio for a fund on the West Coast.

09.22.26
Consultant/OCIO/Discretionary
Mid-Atlantic Private Nonprofit Seeks Retirement Program Consultant

The organization is seeking a retirement program consultant to provide it with services related to reviewing and recommending a nonprofit employer retirement plan for approximately 80 employees.

09.16.26
People Moves
Western Endowment Hires Managing Director

The endowment hired the deputy cio of responsible investing for the New York City Comptroller’s Bureau of Asset Management to serve as a managing director and help lead its portfolio strategy.

09.16.26
Fixed-Income
Southern Foundation Adds Fixed-Income Managers

The foundation added two fixed-income managers to its more than $1 billion portfolio in the last year as it ceased working with a hedge fund manager focused on global macro and fixed-income relative value strategies.

09.16.26
Consultant/OCIO/Discretionary
Wealth Mgr. & Investment Advisor Acquiring Investment Consultant

The wealth manager and registered investment advisor is acquiring a West coast-based institutional investment consulting firm to help support its investment strategy, fiduciary governance and portfolio oversight.

09.16.26