Alternatives
Firm Adds Vehicles From Leading Alts Mgr. To Private Markets Access Platform

The firm has added investment vehicles from a leading global alternatives investment manager to its alternative investments access platform, which provides RIAs, broker-dealers and their clients access to private markets investments.

09.11.24
Fixed-Income
Southern Fund Terminates Fixed-Income Manager

The fund approved terminating a core fixed-income manager and reallocating the assets with its two other existing fixed-income managers at its board meeting last week.

09.11.24
People Moves
Southern Family Foundation Eyes Next CIO

The foundation has launched a search for its next cio to help oversee its portfolio after its investment head left late last year to pursue new opportunities.

09.11.24
People Moves
New York Foundation Seeks Endowment & Investment Strategist

The foundation is seeking an investment strategist to provide strategic and practical investment advice and give guidance on endowment structure and governance.

09.11.24
People Moves
Southern University To Search For Next Investment Head As CIO Stepping Down

The university will conduct a search for its next cio and president to oversee its investment management arm as its current head is set to step down from the role later this month.

09.11.24
People Moves
Lower Middle Market Firm Adds Senior Advisor

The firm has added a former partner of a prominent investment manager’s global private client business as a senior advisor to assist with relationships, resources and industry knowledge.

09.11.24
People Moves
West Coast Foundations Hire Next CIO

The new cio will oversee a more than $2 billion portfolio, which is poised for “growth through strategic investments.”

09.05.24
People Moves
Northeast University Adds Board Members

The university has elected seven members to its board of trustees, including two investment professionals, effective July 1.

09.05.24
Industry News
Investment Consultant Acquiring European Alternatives Firm

The consultant is acquiring an alternatives investment firm that provides solutions including insurance-linked securities, private credit, hedge funds and impact investing.

09.05.24
Industry News
RIA Selects Consultant As Strategic Investment Research Advisor

The registered investment advisor has selected an investment consultant as a strategic investment research advisor to strengthen its research efforts within asset allocation modeling, manager due diligence/selection and portfolio implementation.

09.05.24