Daily Feed

Consultant/OCIO/Discretionary
Western University Searches For DC Plans Consultant

The university is searching for an investment consultant to review its 401(a) and 403(b) defined contribution plans and their operations.

05.18.23
Alternatives
Southern University Considering VC Commitment, HF Redemption

The university will consider committing $10 million across three underlying funds with a venture capital manager and fully terminating its investment with a hedge fund manager for diversification purposes.

05.18.23
People Moves
Northwest University Foundation Hires New CFO

The foundation has hired a new cfo to oversee its finances and endowment portfolio following a search from earlier this year as its finance head left to pursue other opportunities.

05.18.23
People Moves
Investment Mgmt. Firm Adds Investment Advisor & Wealth Manager

The firm has acquired a New England-based investment advisor and wealth management firm that has more than $500 million in assets.

05.18.23
People Moves
New England College Searching For Finance V.P.

The college is searching for a v.p. of finance and operations after its previous finance head left in late 2022 to join a nearby community foundation in the same role.

05.18.23
Consultant/OCIO/Discretionary
Illinois County Seeking 457 Plan Services

The search is for best practices purposes.

05.17.23
Multi-Asset/Investment Advisor
Northeast Plans Seeking Investment Services

The plans are searching for investment advisory, custodial and record keeping services.

05.17.23
People Moves
Marquette Snags Sr. Consultant From Segal Marco

He joined Marquette Associates this month after working at Segal Marco Advisors for eight years.

05.17.23
Core-Plus
Midwest Plan Eyes Core-Plus RFP

The plan expects to issue an RFP this year seeking a core-plus fixed-income manager to handle between $100 million and $150 million.

05.17.23
Emerging/Diverse Managers
Southern City Plan Hires Five Emerging Managers

The city hired two equity managers and three private markets firms.

05.17.23