People Moves
Check out the first in-person edition of our 5 Questions feature, with a bonus question you won’t want to miss.
The CEO succession comes as the firm intends to conduct a comprehensive strategic review.
The firm’s new managing director joins from Epoch Investment Partners.
They will help source new transactions, perform due diligence and support portfolio company management teams.
He will implement investment strategy and oversee portfolio construction and trading.
He was most recently chairman and ceo at global contract research organization PRA Health Sciences.
He will be responsible for helping lead capital markets activities across all aspects of the investment and portfolio management processes.
They join the firm from Highmark Capital Management and Guggenheim Investments, respectively.
The plan has found its next cio in a former managing investment director at the California Public Employees’ Retirement System.
Shannon O’Leary became the Saint Paul, Minn.-based foundation’s cio in May 2019, and her team has created a framework to evaluate the DEI practices of its current and prospective fund management teams for its approximately $1.9 billion portfolio. She took the time to answer 5 questions from FIN News.