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Profiles
5 Questions With NEPC Senior Consultant Rose Dean

Rose Dean joined investment consulting firm NEPC as a senior consultant this April after previously serving as a managing director with Wilshire.

06.21.23
People Moves
Alternatives Fintech Company Hires Senior V.P. Focused On PE, Real Assets

The firm hired the senior v.p. of research and education to primarily cover private equity fund manager sourcing and diligence from an investment consulting firm, where they were a managing director focused on private assets.

06.21.23
Multi-Asset/Investment Advisor
Midwest College Seeks Investment & Banking Manager

The college has issued an RFP seeking a firm to maintain a checking account and a separate operating, money-market account as well as manage an endowment fund.

06.21.23
Private Equity
Great Lakes University Discloses Follow On PE, VC Commitments

The university disclosed follow-on venture capital and private equity commitments made in the first and second quarters of 2023 within its long-term portfolio.

06.21.23
Administrator/Record Keeper
Midwest County 457 Rehires Record Keeper

The plan retained Nationwide Retirement Solutions as its record keeper in February.

06.20.23
People Moves
Loomis Sayles Executive V.P. Retiring

She is currently co-head of the firm’s full discretion team and one of its four senior portfolio managers.

06.20.23
People Moves
BNY Wealth Adds Investor Solutions CIO

New investor solutions joins from Northern Trust following a nearly 20-year tenure.

06.20.23
Multi-Asset/Investment Advisor
Alabama Pension Posts Investment Mgmt. RFP

The Southern pension plan last conducted a search for the services in 2019.

06.20.23
Fixed-Income
California Pension Plan Narrows Core Bond Search

Pension has narrowed a search for a complementary manager to three finalists.

06.20.23
Administrator/Record Keeper
Midwest DC Plans Issue Record Keeper RFP

The utilities company is seeking a firm to serve as record keeper for its deferred compensation plan and 401(k) plan assets.

06.20.23