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Casselberry joined the Health Forward Foundation as its cio on Nov. 1, tasked with leading management of the Kansas City, Mo.-based foundation’s approximately $908.7 million endowment. He took the time to answer five questions with FIN News.
The current consultant will see its contract expire at the end of the year.
The retirement system’s executive director resigned from the role after 10 years.
The plan approved a new domestic equity structure that shifts the portfolio to 100% passive.
The retirement fund added domestic small-cap value and global low volatility equity managers to its watchlist in April.
The retirement system replaced an underperforming U.S. small-cap value equity manager last quarter.
Ampersand 2026 Limited Partnership closes with $1.5 billion in commitments.
The firm terminated a roughly $100 million mandate and will use the proceeds to support benefit payments and fund capital calls.
The authority is seeking retirement investment advisor and consulting services on behalf of its $91 million defined contribution and $22.2 million deferred compensation plans.
The plan retained its incumbent in 2020 following a similar search.