Daily Feed

Hedge Funds
New England Pension Conducting HF Search

The plan will interview two to three hedge fund managers in the next two months.

11.15.23
People Moves
Mid-Atlantic Advisor Adds Wealth Planning Head, MD

The wealth planning and advisory firm has added a head of wealth planning and managing director to leads the firm’s strategic direction and oversight and enhancement of client financial planning services.

11.15.23
People Moves
Southern Foundation Names Seventh President

The foundation has named its next president, effective January 2024, after its current head announced in the first quarter of 2023 that they would retire following 18 years in the role.

11.15.23
People Moves
Western Trust Searching For CIO, Investment Staffers

The trust has launched its search for its next v.p. and cio due to the impending departure of its investment head, while also searching for a director of investment operations and investment analysts.

11.15.23
People Moves
Investment Manager Hires Wealth Solutions Head

The global investment manager has hired a leader for its U.S. wealth management team.

11.15.23
Multi-Asset/Investment Advisor
Texans Approve Creation Of Endowment Fund For Emerging Research Universities

Texas citizens approved Texas Proposition 5 to create the Texas University Fund and provide funding to some higher education institutions with nearly two-thirds of voters voting in favor of the constitutional amendment.

11.15.23
Multi-Asset/Investment Advisor
Midwest State Agency Searching For Advisor

The agency is searching for a financial and investment advisor for its student loan program.

11.15.23
People Moves
Clarion Hires Managing Director

Real estate firm added a managing director from JPMorgan.

11.14.23
Multi-Asset/Investment Advisor
Southeast Deferred Compensation Plans Post Investment Advisor RFP

City is seeking investment advisory services on behalf of its $4.2 million 457 and $6.1 million 401(a) retirement plans.

11.14.23
Hedge Funds
Virginia Pension Plan Approves Hedge Fund Mgr. Termination, Infrastructure Commitment

The pension plan terminated an existing hedge fund manager and committed to a new infrastructure manager in September.

11.14.23