Announcements
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.
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.
The discretionary firm added an investment director to handle due diligence and ongoing monitoring of current and prospective investment managers earlier this month.
A report finds that 90% of surveyed asset owners expect to already have or be working toward the goal of introducing investment practices into their portfolios by 2028.
The consultant laid out initial steps for organizations to improve their diversity after its survey showed that a majority of respondents find diversity, equity and inclusion efforts are making their organizations more effective.
The university is searching for investment analysts to join its investment team and help oversee and manage its endowment.
The college has hired an alumnus to serve as its next v.p. for finance and business and treasurer and oversee its finances and investments.
The foundation’s board of trustees has elected a new chair and chair-elect for its board of directors, while also appointing new board of directors members during its September meeting.
The alternatives operational due diligence consulting firm recently hired a director to join its 10-member team and help provide operational due diligence for institutional investors and investment managers.
The firm will host its inaugural Public and Private Mission Driven Investing Manager Research Day at the end of the fourth quarter and is seeking firms to participate in interviews about their strategies.
