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A university in the South has issued an RFP seeking an investment advisor for a new investment program.
The plan promoted from within after initiating a search due to the retirement of Dan Slack at the end of 2021.
He will work with the executive leadership team to manage many of the firm’s day-to-day operations.
The plan will interview three firms later this month in a search to replace incumbent LMCG Investments.
The county hired a new consultant resulting from an RFP process initiated last year.
The promotions include a partner, two managing directors and a v.p.
He leads the investment team and oversees the evaluation and analysis of investment opportunities.
He will be responsible for leading capital markets and syndication efforts across the Audax Private Debt platform.
A Rocky Mountain city is searching for a firm to oversee its $60 million portfolio.