Consultant/OCIO/Discretionary
Midwest University Extends Discretionary Consultant Contract

The university has approved extending the contract of its discretionary investment consultant for an additional three years through June 2026.

03.15.23
People Moves
Southern Hospital System Searching For Investment Mgr.

The hospital system is seeking an investment manager to join its team and help source new firms, participate in investment decision-making, develop investment strategy and monitor portfolio performance.

03.09.23
People Moves
Mid-Atlantic Hospital Seeks Pvt. Market Investment Associate

The hospital is seeking an investment associate to manage its private real assets and private equity investments with a focus on venture capital.

03.09.23
People Moves
Investment Consultant Names Investments Head, Client Consulting Senior Director

The firm recently hired a head of investments and senior director of client consulting as part of the next phase of growth following a management buyout.

03.09.23
Industry News
N.J. Investment Advisory Firm Acquires New England Advisor

The investment advisory firm, which serves foundation and endowment clients, has agreed to acquire a New England-based advisor with $1.5 billion in assets.

03.09.23
Venture Capital
Midwest Economic Development Agency Seeks Venture Capital Managers

The agency has issued an RFQ seeking investment managers to launch a $50 million venture capital fund targeting startups in a Midwestern state.

03.08.23
Consultant/OCIO/Discretionary
Midwest University Moves To Outsourced CIO Model

The university has moved to an outsourced cio model from its traditional non-discretionary investment consultant model to improve nimbleness and reduce risk.

03.07.23
Asset Study/Review
New England Plan Adjusts Asset Targets

A university based in New England approved new allocation targets for two of its portfolios.

03.07.23
Alternatives
Midwest Foundation Seeks Private Market, Impact Investments

The foundation is looking to add more private equity, real assets, special situation and impact-focused investments this year.

03.07.23
People Moves
Investment Advisor Hires New V.P.

The firm hired a v.p. to provide consulting services to nonprofits and other investors.

03.02.23