Real Estate
Calif. Pension Slates Real Estate Interviews

The retirement plan will hear from six total firms across core and core-plus strategies in the coming months.

08.20.25
Industry News
Polen Adds Small Company Growth Team

The firm ported the small-cap growth equity team of Chicago-based emerging manager Bosun Asset Management last quarter.

08.19.25
People Moves
CBIZ Investment Advisory Services Taps CIO

The consultant’s new cio joined this week from Avantax Wealth Management.

08.19.25
Industry News
Monticello Associates To Join Cresset

The investment consulting firm’s 58-member team and $124 billion in non-discretionary assets under advisement will move to Cresset in a deal expected to close later this year.

08.18.25
Multi-Asset/Investment Advisor
Calif. City Posts Investment Advisory RFP

The city expects to see council action on a finalist in November.

08.18.25
People Moves
Bridge City Bolsters Research Team

William Jellison has joined the domestic small-cap growth equity manager as a research analyst.

08.15.25
People Moves
Monroe Capital Hires Originations Director

Todd Davis has joined as a director on the direct originations team.

08.14.25
Credit/Private Debt
Texas Pension Hires Multi-Asset Credit Manager

The hire precedes a likely second manager hire in the asset class within the next year.

08.14.25
Consultant/OCIO/Discretionary
Mid-Atlantic 457 Plans Launch Consultant RFQ

The plans last rehired their incumbent to a one-year contract following a search process completed in 2024.

08.13.25
Credit/Private Debt
H.I.G. WhiteHorse Closes Lending Fund

H.I.G. WhiteHorse Middle Market Lending Fund IV closes with $5.9 billion in assets.

08.12.25