People Moves
Vista Equity Partners Adds Advisor, Two MDs

One will advise on the firm’s Flagship Fund, while another will integrate ESG practices and the third will oversee the Foundation Fund.

09.20.21
Multi-Asset/Investment Advisor
Colorado Water Plan Begins Advisor Search

A Colorado water plan is searching for an advisor for its $200 million portfolio.

09.20.21
Industry News
Tiedemann, Alvarium Investments To Merge

The transaction is expected to close in early 2022.

09.20.21
People Moves
Ara Partners Hires Principal, Senior Associate

They will support scaling of the private equity firm’s investment activities.

09.20.21
People Moves
Gatewood Capital Partners Taps V.P. From Blackstone

He will be responsible for investment execution, analysis, due diligence and portfolio management.

09.20.21
Multi-Asset/Investment Advisor
West Coast County Kicks Off Investment Advisor Search

A West Coast county is searching for a firm to provide accounting and management services for its $10 billion portfolio.

09.20.21
Multi-Asset/Investment Advisor
California Sewer Plans Post Advisor RFP

Two California sanitation plans are searching for an on-call investment advisor and portfolio manager.

09.20.21
In The News
Seven Principles For ESG Investing: A Conversation With Desiree Fixler

DWS fired Desiree Fixler after only eight months on the job when she raised concerns about the legitimacy of their ESG investment products. She and I have developed a set of seven principles for ESG investing.

09.20.21
In The News
One Change That Can Fix The VC Funding Crisis For Women Founders

We need to increase the number of women investing partners who can write large seed checks.

09.20.21
In The News
U.S. Stock Market Rally Bolsters State Pension Plans

Recovery spreads across $3.9 trillion American public retirement system.

09.20.21