Daily Feed

People Moves
Registered Investment Adviser Hires MD, Head Of Portfolio Strategy

The position will develop and manage customized portfolios for clients, conduct due diligence and portfolio reviews and publish market and asset allocation research.

08.22.24
People Moves
Northeast Venture Firm Adds Principal, Promotes Senior Associate To Principal

The firm has added a principal to help lead new deals out of its latest fund and support its portfolio companies.

08.22.24
Multi-Asset/Investment Advisor
Southern College Selects Manager

A college based in a Southern state has selected a new investment manager following an RFP process that began last year.

08.22.24
Multi-Asset/Investment Advisor
Southern Hospital Issues Investment Advisor RFP

A hospital system based in a Southern state has launched a search for an advisory firm to help manage its investment portfolio.

08.22.24
People Moves
Southern Endowment Hires CEO

A community endowment fund based in a Southern state has selected a new president and ceo following its former executive’s resignation earlier this year.

08.22.24
People Moves
Chicago Foundation Hires V.P.

A foundation based in Chicago has hired a v.p. of investments and administration due to an incumbent’s upcoming retirement this fall.

08.22.24
Credit/Private Debt
Great Plains Fund Considers Private Credit Investment

A state investment fund based in the Great Plains region will vote on a new commitment to a private credit secondaries vehicle.

08.22.24
People Moves
Southeast University Makes Finance Office Leadership Changes

The institution added a senior v.p. and cfo along with other senior level positions recently.

08.22.24
Credit/Private Debt
Southern Endowment Schedules Direct Lending Finalist Interviews

An endowment fund based in a Southern state has slated interviews with five finalists in its direct lending manager search launched earlier this year.

08.22.24
People Moves
Firm Appoints West Coast Leader

An investment management and consultant firm has named a leader of the West Coast office and clients.

08.22.24