Multi-Asset/Investment Advisor
Southern Health System Eyes Retirement Plans Advisor

The health system has issued an RFP seeking an investment advisor for its 401(a), 403(b) and 457(b) plans likely due to the impending contract expiration of its incumbent provider.

10.22.25
People Moves
Investment Bank Advisor Hires MD Focused On Ratings Advisory

The investment banking advisory firm hired a managing director to focus on ratings advisory for its private capital markets and debt advisory group.

10.22.25
Administrator - Bundled
Midwest College Seeks Record Keeping Services For Retirement Plans

The college has issued an RFP seeking firms to provide plan administration, investment and trust services for its retirement plans totaling roughly $183 million in assets.

10.22.25
People Moves
Midwest University To Search For CFO

The university is currently determining the search process for its executive v.p. and cfo position as its current finance head is leaving to join a prominent New England university.

10.22.25
People Moves
Real Estate Manager Adds Head Of Marketing & Investor Relations

The new head will lead the firm’s marketing, fundraising and investor engagement strategy as it looks to expand its private real estate credit business.

10.22.25
Industry News
Wealth Mgmt. Firm Launches Outsourced CIO Offering For Nonprofits

The wealth management subsidiary is targeting nonprofits with a focus on the $10 million to $100 million segment of the marketplace.

10.22.25
People Moves
Venture Capital Mgr. Adds Venture Partner

The manager added a venture partner to help source and support fintech and infrastructure investments as well as deepen relationships across founders, corporates and investors.

10.16.25
Venture Capital
Midwest Institution Considering Investments Through Accelerator Fund

The institution will consider approving up to four financing agreements with startup companies recently launched from its ecosystem through its accelerator fund at its October board meeting.

10.16.25
Venture Capital
Goldman Sachs Acquiring Venture Capital Platform

The firm has entered into an agreement to acquire 100% of a venture platform that invests across all stages of the venture capital lifecycle in a deal that is expected to close in the first quarter of 2026.

10.16.25
Announcements
HBCU Receives $150 Million Gift From Nearby Foundation

The university recently received donation from a Texas-based foundation marks the largest single donation ever made to a historically Black college or university in the U.S.

10.16.25