Daily Feed

People Moves
Wealth Management Firm Names Market President In Florida

The firm named a market president based in Palm Beach, Fla. to oversee investment management, banking, lending, wealth planning and fiduciary services in the Palm Beach area.

08.18.22
ESG
New England University Weighs Fossil Fuel Free Int’l Equity Manager; To Hear PE Education

The university will consider investing in an international equity strategy that excludes fossil fuel companies and receive an education on private equity centered on the potential establishment of a maiden 10% target to the asset class.

08.18.22
Credit/Private Debt
Ohio Plan Discussing Private Credit

The plan received an education into private credit at its board meeting yesterday and will have further discussions in the fall.

08.17.22
Credit/Private Debt
Louisiana Plan Turns Attention To Private Credit

The plan will look to add an open-end fund this year before building out the portfolio with closed-end funds.

08.17.22
Consultant/OCIO/Discretionary
Northeast Plan Reissues Private Markets Consultant RFP

The plan has once again reissued its RFP for private markets investment consulting services due to the contract expiration of its incumbent.

08.17.22
Alternatives
Northeast State Plan Makes Private Markets, Int’l Equity Hires

The plan made commitments to three existing managers and investments with three developed markets equity managers.

08.17.22
Industry News
Denham Capital Energy Team Forms New Firm

The new firm will continue Denham’s energy resources strategy.

08.17.22
Large-Cap
Texas Plan Swaps Large-Cap Growth Mgrs.

The plan made a change in domestic large-cap growth equity managers last quarter.

08.17.22
People Moves
Blackstone Adds Senior Advisor

He will advise across the firm’s businesses with an emphasis on Blackstone Growth.

08.17.22
People Moves
Marathon Appoints Senior Portfolio Mgr.

She will focus on managing the firm’s collateralized loan obligation portfolios.

08.17.22