Consultant/OCIO/Discretionary
The college has hired its first-ever outsourced cio to manage its endowment due to the departure of a senior staff member late last year.
The plan initiated a search last summer seeking a consultant for its deferred compensation and retiree health savings plans.
Plan pushed finalist selection and interviews one month each to allow more time to review RFP submissions.
Plan selected a maiden private credit consultant following finalist interviews held this week.
The plan previously worked with general investment consultant Segal Marco Advisors.
The plan expects to choose a private credit consultant following finalist interviews with three firms scheduled for tomorrow.
The plan has issued its investment consultant RFP which was approved last year.
The consultant will advise the plan’s nearly $335 million private markets portfolio.
Plan retained its incumbent in a search concluded in December.
Plan is seeking general investment consulting services due to the impending contract expiration of its incumbent.