Announcements

People Moves
Midwest University Appoints CFO, COO

The university has appointed a new cfo and coo to oversee its budget and planning department and human resources and financial operations departments as well as its operations, facilities and information technology departments, respectively.

10.19.23
People Moves
Western University Adds Board Of Trustees Members

The university added two new members to its board of trustees, including the managing partner of a venture capital firm.

10.19.23
People Moves
Northeast Foundation Adds Two To Board

The foundation recently added the founder and ceo of an investment manager and the top academic officer of a state university to its board of trustees.

10.18.23
People Moves
Wealth Manager Acquires Two Advisory Teams

The firm has added private advisory teams from Janney Montgomery Scott and Wells Fargo Advisors to its global wealth management team.

10.11.23
Real Assets
Global Investment Manager Closes Third Fund Focused On Mining And Energy Transition Metals

The London-based firm has closed its oversubscribed third fund, which invests in mining and energy transition metals, at its hard cap, marking the largest fundraise in the firm’s fund series.

10.11.23
Fixed-Income
Institutions Underexposed To Fixed-Income, Missing Out On Returns: Survey

Nearly all institutions and wealth managers think fixed-income, where many are underexposed, is more attractive than equities as the threat of recession looms, a new study finds.

10.11.23
People Moves
Midwest Foundation Appoints Three New Board Members

The foundation has appointed three members to its board of trustees, effective Oct. 1, including one investment head of a Midwestern foundation.

10.11.23
People Moves
Wealth Manager Adds Investment Officer

The private wealth management firm has hired a v.p. and investment officer to work with clients to develop, implement and oversee customized investment and wealth planning solutions.

10.11.23
Credit/Private Debt
Western Foundation Makes Anchor Investment In Private Credit Strategy

The foundation committed an undisclosed amount as an anchor investment to a new private credit strategy focused on senior secured facilities, mezzanine facilities and participating capital and asset-backed loans.

10.11.23
People Moves
Outsourced CIO Adds Investment Director

The discretionary firm added an investment director to handle due diligence and ongoing monitoring of current and prospective investment managers earlier this month.

10.11.23