Daily Feed

Multi-Asset/Investment Advisor
Agriculture Department Issues Investment Services RFI

The federal agency is seeking information from potential banking and investment management service providers as part of market research.

09.13.23
Consultant/OCIO/Discretionary
New England 529 Plan Hires New Investment Consultant

The plan hired a new general investment consultant in the second quarter after conducting a search for the services last year due to the contract expiration of the incumbent provider, which submitted a proposal.

09.13.23
People Moves
Mid-Atlantic Institution Searching For Associate Director For Private Mkts.

The associate director will contribute to investment decisions across the portfolio, with a focus on private asset classes, including buyout, growth equity, venture capital real estate and natural resources.

09.13.23
Hedge Funds
Southern Education System Approves HF Termination, PE Commitment

The system expects to receive a recommendation from its general investment consultant to reinvest funds at a future board meeting after approving the termination of a hedge fund manager last week.

09.13.23
Asset Study/Review
Midwest University Launches Asset Allocation Study

The university is conducting a review of its asset allocations alongside its general investment consultant as it typically conducts a study every three years.

09.13.23
People Moves
Northeast Foundation Elects Mid-Atlantic College CIO To Board

The foundation elected the mid-Atlantic college’s cio to its board, which is tasked with managing the organization’s affairs and property.

09.13.23
People Moves
Investment & Wealth Mgmt. Firm’s Next CEO In Place Following Retirement Of Former Head

The firm has filled its ceo role through an internal succession plan following the retirement of its president and ceo at the end of August after 13 years in the role.

09.13.23
People Moves
Palladium Promotes Four Senior Professionals

The firm promoted one professional to co-head of fundraising and investor relations and three to partner.

09.13.23
People Moves
Mid-Atlantic University Hires Director From Public Pension System

The university hired a director of investment services to provide analytical and technical support for its investment division from a mid-Atlantic public pension system.

09.13.23
People Moves
Northeast Foundation MD Joins Prominent Family Office

The managing director of public investments at a Northeastern foundation recently left the position to join a nearby family investment office as a managing director.

09.13.23