Daily Feed

Asset Study/Review
Mid-Atlantic Pension Mulls A/A Changes; Discloses Commitments

The pension plan will consider tweaking its asset allocation for fiscal year 2024 at its board meeting tomorrow and disclosed commitments totaling $450 million at today’s investment advisory committee meeting.

11.15.23
Consultant/OCIO/Discretionary
Florida Pension Concludes Consultant Search

The plan made a hire at its meeting this week after interviewing two finalists.

11.15.23
People Moves
Spouting Rock Taps Chief Client Officer

He joins with over 30 years of industry experience and will strengthen the firm’s relationships with clients.

11.15.23
Administrator - Bundled
Western 529 Plan Issues Program Manager RFP

The college savings plan has launched its search for a program manager as it looks for a new agreement that better reflects its current size and growth goals.

11.15.23
Multi-Asset/Investment Advisor
Rocky Mountain Nonprofit Prepares RFP

A nonprofit group based in the Rocky Mountain region plans to issue an investment advisor RFP next year.

11.15.23
People Moves
Venture Capital Manager Adds Managing Director

The firm has added a managing director to oversee its pre-seed investment strategy and portfolio that focuses on sourcing, investing and scaling high-growth, early-stage tech startups.

11.15.23
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