Announcements

Consultant/OCIO/Discretionary Announcements
Financial Services Company Winding Down Outsourced CIO Business

A major financial services company will wind down its outsourced cio business in the next nine to 12 months.

11.05.19
People Moves
Evercore Wealth Mgmt. Adds MD, PM

Steven Chung joined Evercore Wealth Management as a managing director and portfolio manager last week.

10.30.19
Industry News
Ascensus To Acquire Goldleaf Partners

Ascensus has entered into an agreement to acquire third-party administrator Goldleaf Partners, the firm announced.

10.30.19
Alternatives Private Equity Announcements
Midwestern University Creates Investment Fund For University Startups

A Midwestern institution approved the creation of an investment fund to provide seed capital to emerging university startup companies.

10.24.19
Industry News Emerging/Diverse Managers Announcements
Congress Calls On NACUBO To Increase Diversity Among Asset Managers

Members of Congress are calling on the National Association of College and University Business Officers to help increase diversity among college and university endowment managers, according to an announcement.

10.17.19
People Moves
Former Children's Health System of Texas Investment Head Helps Launch PE Placement Firm

Former Children’s Health System of Texas Head of Investments Ryan Bailey launched Pacenote Capital earlier this month alongside Managing Partners Bill Braxton, Matthew Evans and Casey Peters.

10.03.19
People Moves
Yale Investments Director Shifts Focus To Carbon Offset Lab

Former Yale University Senior Director Dean Takahashi will lead the Yale Carbon Offset Laboratory (COLab), which will develop and support technologies that sequester and store carbon and reduce greenhouse gas emissions.

10.03.19
People Moves
UMass Foundation Executive V.P. Departs

Charles Pagnam left his role as executive v.p. of the University of Massachusetts Foundation on June 29.

10.03.19
Surveys/Studies
Extreme Risk Assessment: Adapt, Hedge And Ensure Diversified Investment Portfolios

Investors must be diligent in preparing against extreme risks and their potential for high impact on global economic growth and returns as non-financial risks take an increasingly significant role, a report shows.

09.26.19
People Moves
Kresge Names New Social Investment Practice MD

Aaron Seybert will become managing director of the Kresge Foundation’s social investment practice, effective Oct. 1, according to an announcement.

09.25.19