Industry News

People Moves
Harding Loevner To See Co-PM Retirement

The firm will see the retirement of a co-portfolio manager on its global equity strategy and has appointed a successor.

04.26.24
People Moves
Segal Marco Consultant Departs For Graystone

He will join his new firm as a partner.

04.26.24
People Moves
Kayne Anderson Rudnick Adds Research Analyst

Firm’s newest research analyst joins from Franklin Templeton.

04.25.24
People Moves
Palistar Capital Taps Investor Relations, Capital Formation Head

Brittenay Banh has been appointed principal and head of investor relations and capital formation at the firm.

04.25.24
People Moves
New England Health System Searching For Investment Operations Analyst

The health system is seeking an investment operations analyst to support and drive process improvements in areas of performance reporting, portfolio accounting and interactions with its custodian.

04.25.24
People Moves
Wealth Advisory Firm Adds Former Endowment Director As Private Markets MD

The firm has hired the former director of investments at a mid-Atlantic-based college as a managing director of private markets to provide investment advice, income tax minimization and wealth planning and financial administration solutions.

04.24.24
Private Equity
Sterling Group Closes Sixth Private Equity Fund

The Houston-based middle market firm closed its sixth private equity fund at its $3.5 billion hard cap, exceeding its $2.75 billion target.

04.24.24
People Moves
Western University Wraps Up Investment Risk Management Officer Search

The university hired an investment risk management officer to wrap up its search for the position from last year.

04.24.24
People Moves
Southern School Searching For New CFO

The college has launched a search for a cfo and treasurer to oversee its financial functions, including investment management, financial reporting and risk management.

04.24.24
MRI/Social Investments
Consulting Firms Form Strategic Partnership To Support Impact Investors

The firms have entered a strategic partnership to support health-focused impact investors that are directing investable assets to address social determinants of health, while targeting the alignment of financial, business and community impact performance.

04.24.24