Casselberry joined the Health Forward Foundation as its cio on Nov. 1, tasked with leading management of the Kansas City, Mo.-based foundation’s approximately $908.7 million endowment. He took the time to answer five questions with FIN News.
The foundation has issued an RFP seeking a banking services provider to spearhead its cash management with a focus on minimizing transaction costs and maximizing investment income on funds.
The nonprofit is seeking a senior director of investment systems and strategy to oversee its internal, investment data and operations system, including configuring data pertaining to asset allocation, benchmarking and performance reporting.
The college is seeking an investment consultant to provide non-discretionary investment services across its three defined contribution plans totaling more than $80 million.
The plan is seeking a principal of strategic investments to oversee venture-related investments and assist in evaluation of prospective venture investments or partnerships with emerging technology firms.
The senior investment analyst will assist with investment management and analysis, including qualitative and quantitative analysis of existing and prospective investments.
The state’s treasury department is seeking two firms to provide record keeping, administrative and communication services as well as custodial and investment advisory services as it looks to reduce its current fee structure.