Industry News

Industry News
Oklahoma Treasurer Bans 13 Firms From State Contracts

The 13 firms are said to either boycott fossil fuel companies or failed to reply to a questionnaire.

05.04.23
People Moves
Investment Firm Hires Strategic Partnerships MD

The Northeast-based firm has named a managing director of strategic partnerships to work on deepening its relationship with turnkey asset management platforms and broker-dealer/registered investment advisor platform distribution teams.

05.04.23
Surveys/Studies
Top University Endowments Failing To Identify Human Rights Impacts In Venture Investments: Report

Most endowments are increasing risk and turning a blind eye to human rights violations and abuses related to labor, privacy.

05.04.23
Industry News
JPMorgan Assumes Most Assets, Investment Mgmt. Biz From First Republic

The global banking conglomerate has acquired most assets of San Francisco-based First Republic Bank following its collapse.

05.04.23
People Moves
Private Markets Manager Announces Promotions

The firm announced several promotions spanning its teams, including managing directors on its fund investments, real assets and client solutions groups.

05.04.23
People Moves
Western Foundation Adds Investments Principal From Nearby Nonprofit

The principal of investments joined in March after seven years at a nearby nonprofit, where they helped grow the institution’s assets to more than $1 billion from $250 million.

05.04.23
People Moves
Midwest Foundation Searching For CFO

The foundation is searching for a cfo to oversee its finances and help manage its investments as the finance head hired following a search from 2020 is no longer with the institution.

05.04.23
People Moves
Midwest Foundation Names Next CEO

The foundation has promoted a senior staff member to take over as its next ceo this summer as its current head is set to retire after 20 years in the role.

05.04.23
People Moves
Midwest University Names New Board Chair

The university has named a former Alibaba and Target executive as chair of its board of trustees.

05.04.23
Industry News
Investment Advisor to Acquire HNW Investment Consulting, Advisory Firm

The firm has agreed to acquire an investment consulting and advisory firm that works primarily with ultra-high-net-worth individuals and families with a focus on the technology space.

05.04.23