People Moves
Investment Advisor Names New National Sales Head

The firm has named a new head of national sales to lead its sales and business development team after its previous head shifted to the newly created role of president of the Central division.

07.06.23
Venture Capital
Canadian University Makes VC Commitment Out Of Incubator

The university recently committed to a venture capital fund launched by the team behind its startup incubator.

07.06.23
People Moves
Mid-Atlantic Foundation Hires Director Of Public Mkts. From Nearby Institute

The foundation recently appointed a director of public markets to lead the investment and management of its public investments from a nearby nonprofit medical organization.

07.06.23
Asset Study/Review
Great Plains Fund To Receive Education On New Strategy

The fund will receive an education on a potential new strategy from its general investment consultant in July as it also looks to approve a new investment policy statement and strategic asset allocation.

07.06.23
Multi-Asset/Investment Advisor
Southern University Seeks Firm To Review Retirement Plans

The university has issued an RFP seeking a firm to review its Optional Retirement Plan and 403(b) plan as part of a periodic review of the retirement plans for standard due diligence purposes.

07.06.23
Industry News
Credit Manager Closes Inaugural Fund

The credit firm recently closed its inaugural fund, which provides capital for small business owner-operators, above its target fundraise.

06.29.23
People Moves
Financial Services Firm Names Investments Head

New managing director and head of investments joins from a nearby endowment and bolsters firm’s investment research, analysis and due diligence capabilities.

06.28.23
Emerging/Diverse Managers
Legislators Reintroduce Bill Promoting Endowment Transparency & Diversity

The bill will help ensure colleges and universities are providing opportunities to women and minority asset managers by mandating transparency and standardizing data collection.

06.28.23
Asset Study/Review
Great Plains Fund To Consider New A/A; VC Commitment

The fund will hold a first reading of proposed changes to its investment policy statement and strategic asset allocation, including increased allocations to fixed-income and hedge funds, at its June 29 board meeting.

06.28.23
People Moves
Outsourced CIO Executive Chair Dies

The executive chair of the outsourced cio recently died after joining the mid-Atlantic based firm in the role in the third quarter.

06.28.23