Multi-Asset/Investment Advisor
Southern Foundation Retains Investment Advisor Following Search

The foundation rehired its incumbent investment advisor over three other finalists after reviewing 21 proposals to an RFP issued last year for standard due diligence purposes.

07.03.24
People Moves
Ivy League University Adds Seven New Board Members

The university elected seven new members to its board of trustees, including four with investment experience, to oversee its endowment, approve its operating budget and set policies.

07.03.24
Multi-Asset/Investment Advisor
Southwestern Endowment Seeks Investment Management Advisory Services

The fund has issued an RFP seeking an advisor to develop a diversified investment portfolio and perform due diligence on all investment managers on a regular basis.

07.03.24
Emerging/Diverse Managers
Investment Consultant Boosts Client Assets, Strategies With Diverse Firms

The investment consultant saw an increase to both client assets with diverse firms as well as client strategies managed by diverse firms in 2023, according to its latest report.

07.03.24
People Moves
Southern Foundation To Seek Next Head As President Retires

The foundation will soon conduct a search for a president to oversee its operations and assets as its former head retired last month after nearly 24 years of service.

07.03.24
People Moves
Private Markets Manager Adds Senior Advisor

The firm has hired the former ceo of a government agency overseeing pensions as a senior advisor to help its team with relationships, resources and industry knowledge.

07.03.24
Consultant/OCIO/Discretionary
Southern Hospital Hires New Investment Consultant

The institution has hired a new investment consultant to wrap up its search for a firm to oversee its portfolio from last year.

07.02.24
People Moves
Alternatives Manager Hires Head Of Sales & Distribution

The firm has hired a managing director and head of sales and distribution to lead its sales and distribution efforts in the interval fund and closed-end fund marketplace.

07.02.24
People Moves
Southern Trust Company Hires Senior PM From Nearby Endowment

The trust company hired a senior portfolio manager to develop investment strategies and research, analyze and evaluate securities and other investment information with a focus on venture capital and buyouts.

06.26.24
Consultant/OCIO/Discretionary
Southern Fund Issues Investment Consultant RFP

The fund is searching for an investment consultant for its two portfolios totaling more than $4 billion in assets as the contract of its incumbent consultant, which has provided the services for more than two decades, is set to expire at the end of the year.

06.26.24