Announcements

People Moves
Western College Adds Two Alumni As Board Members

The college recently added two alumni, including one investment professional, to its 31-member board of trustees.

08.13.25
People Moves
Investment Adviser Hires Senior Director of Biz Development & Investor Relations

The firm has hired a senior director to work closely with endowments, foundations and other institutions to introduce strategies aligned with long-term value creation and ESG principles.

08.07.25
People Moves
Investment Consultant Adds V.P., Consultant

The firm has hired a v.p. and consultant to work with institutional and family clients, providing consulting and fiduciary guidance.

08.06.25
ESG
Congressman Introduces Legislation To Tax University Investments In Adversarial Entities

with endowments worth more than $1 billion on problematic investments in listed adversarial entities.

08.06.25
Multi-Asset/Investment Advisor
New England State Launches Endowment

The state has created an endowment from its general fund surplus that totals $300 million and will be invested alongside its retirement plans.

08.06.25
Credit/Private Debt
Southern Firm Closes Second Private Credit Fund

The fund has raised $685 million for its second fund, which will continue to execute a asset-based private credit strategy that focuses on providing bespoke, founder-friendly financing solutions to high-growth tech-enabled companies.

08.06.25
People Moves
Southern Management Company Eyes Next CEO

The investment management company will conduct a national search for a president, ceo and cio as its current will be retiring by the end of 2025 after more than two decades of service.

08.06.25
People Moves
Northeast University Names CIO

A university based in the Northeast region has named a new cio to succeed an incumbent set to retire at the end of third quarter.

08.04.25
People Moves
Mid-Atlantic University Names Interim CIO, Launches Search

The university has promoted a director in its investment team to serve as interim cio as it conducts a search to fill the role on a permanent basis.

08.01.25
People Moves
Western Health System Adds Investment Staffers, Including Two Directors

The health system has added at least four new members to its investment team in recent months, including a director focused on private equity.

07.31.25