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The firm has agreed to acquire an investment advisor focused on ultra-high-net-worth families with offices in California, Colorado and Texas to strengthen its position within the high-net-worth advisory space.
The college is seeking a firm to provide banking and investment management services for its nearly $50 million cash and investments portfolio.
The new finance head will oversee finances, accounting, investments and operations at the end of the fourth quarter after its previous cfo left to join an energy company as assistant v.p. of finance.
The firm has launched a new short-duration bond fund focused on decarbonization with a seed commitment from an investment consulting firm, while also making several new appointments within its core multi-strategy business.
The university approved a venture capital commitment with a firm founded in 2023 at its February board meeting.
The firm has promoted five team members, including two to managing director, as they have contributed to accelerating the firm’s momentum in the space.
The system is seeking a consultant for its cash and endowment pools after conducting a similar search in 2019 for standard due diligence purposes.
The pension plan hired the manager as part of a new domestic equity structure.
The foundation is conducting the search to change investment advisors due to challenges surrounding the proximity of its incumbent advisor.
The foundation retained its incumbent provider following a similar search six years ago.