Multi-Asset/Investment Advisor
Southern College Foundation Issues Investment Mgmt. RFP

The foundation retained its incumbent provider following a similar search six years ago.

02.21.24
In The News
Why Culture Is Key for Small Christian University’s Endowment

Active management is key to Baylor’s endowment, which has become a top performer among universities. But investment chief David Morehead and managing director Renee Hanna, who run the endowment’s public and private investments, respectively, say cultural factors can’t be overlooked.

02.21.24
In The News
The Small University Endowment That Is Beating the Ivy League

Baylor University has traded its way to the top of the university endowment performance rankings. Many universities allocate their money among different assets and adjust periodically. Baylor, led by a former trader, seizes on market moves frequently to boost or cut exposure to its managers.

02.21.24
People Moves
Northeast Foundation Names Next CIO

The foundation has named its next cio following a search for the position as its previous investment head left in last year to join a family office.

02.21.24
People Moves
Mercer Names Leaders For Southern, Mid-Atlantic Offices

The firm has named two new leaders for its Dallas and Virginia offices to strengthen its brand in the region and support client and colleague success.

02.15.24
People Moves
Northeast University Elects Next Chancellor

The university has elected its next chancellor to head its board of fellows and board of trustees and serve as a fiduciary of the university.

02.14.24
Private Equity
Southern Education System Approves PE Commitment

The system approved a growth private equity commitment with an existing manager within its endowment at its Feb. 1 board meeting.

02.14.24
People Moves
Northeast University Adds Two Analysts

The university hired two investment analysts late in the third quarter to help oversee its endowment.

02.14.24
Multi-Asset/Investment Advisor
Mid-Atlantic University Hires New Investment Advisor

The university hired a new investment advisor to oversee and manage its endowment in the fourth quarter following an RFP process approved in the second quarter of 2022.

02.14.24
Venture Capital
Midwest University Slates New Venture Capital Commitment

The institution will consider a venture capital commitment to a recently launched investment manager at its board meeting this week.

02.14.24