The institution added two members to its board of trustees, including the co-cio of a prominent family office, to serve four-year terms.
The firm has hired a head of investor relations to lead all aspects of its business development and investor relations strategy for its new, existing and prospective limited partners.
The organization has issued an RFP seeking retirement plan investment advisory services to minimize investment cost, improve operational efficiency and maximize investment capabilities.
The senior v.p. for finance leads the university’s finance department and joined the institution this month after six years at another southern university.
The fund has received an $100 million unrestricted grant to support its capital campaign and will deploy it by building a pooled endowment fund that will increase member institutions endowments by $10 million each.
The firm has selected its next ceo and co-presidents as part of its succession strategy.
The institution appointed a managing director at an investment advisory firm to its board of trustees, which helps oversee its endowment.
The institution retained its investment consultant to oversee its endowment funds following a search due to the incumbent’s contract expiration.
The university revised the asset allocation for its endowment last year, increasing its allocation to private market investments at the expense of marketable alternatives.
The firm appointed a regional director of its Cleveland office to lead its team of planning, fiduciary and investment professionals.