Daily Feed

People Moves
Phocas Financial Corporation Hires New Principal

Domestic equity manager Phocas Financial has appointed Yolanda Waggoner Foreman as a principal.

04.16.20
Consultant/OCIO/Discretionary
Southwest Plan Hires Consultant For Portfolio Review

A Southwestern pension plan hired an investment consultant to conduct a review of its investment trust in January.

04.16.20
Fixed-Income
New England Plan Names EMD Finalists

A New England pension plan has named finalists in its emerging market debt manager search.

04.16.20
Credit/Private Debt
Midwest Police Plan Makes Private Credit Commitment

A Midwestern plan made a private credit commitment to take advantage of the distressed bond market.

04.16.20
People Moves
PIMCO Appoints Leveraged Loans Chief; Hires Exec. V.P. & PM

PIMCO has appointed David Forgash as head of global leveraged loans and hired Roman Kogan as an executive v.p. and portfolio manager.

04.16.20
Alternatives
Mid-Atlantic State Plan Bolsters Credit, Real Assets Portfolios

A Mid-Atlantic state plan has disclosed recent credit and real assets commitments from the last two months.

04.16.20
People Moves
Smith Graham President Joins Mortgage Credit Firm

Donna Sims Wilson, president of Smith Graham & Co. Investment Advisors, has joined Kah Capital Management as coo.

04.16.20
Announcements
E&Fs Shifting Portfolios, Bracing For Recession: Survey

Many foundations and endowments are adapting their investment portfolios with the expectation that the global recession caused by the COVID-19 pandemic will be as bad as the one following the Global Financial Crisis, according to a recent survey.

04.16.20
Credit/Private Debt
Crisis And Opportunity: Investors Look To Distressed Debt As Economy Falters

Institutional investors are eyeing distressed debt and opportunistic credit as key sources for investment opportunities as the global market grapples with a health crisis that has impacted every corner of the business world, leaving many companies in need of refinancing existing debt, restructuring or taking on new lines of credit to keep their lights on.

04.16.20
Announcements
Most Financial Advisors Expect Stock Market To Keep Falling: Survey

An overwhelming majority of domestic investment advisors believe that the stock market hasn’t bottomed out yet, according to a recent survey.

04.16.20