News

Extensive and timely coverage of the institutional industry.

Administrator - Bundled
Southeast School Board Seeks Bundled Provider

Board is searching for a firm to provide investments, education and administrative services for its retirement savings programs.

04.20.22
Uncategorized
O2 Investment Partners Names Associate

He is responsible for evaluating new transactions, due diligence, underwriting and working with portfolio companies.

04.20.22
People Moves
Rocky Mountain Plan Seeks Analyst

Plan is searching for a senior investment operations analyst to fill an existing vacancy.

04.20.22
Industry News
CapitalSpring Closes Sixth Flagship Fund

The fund’s investment strategy focuses on providing structured loans and private equity solutions.

04.20.22
People Moves
Wainwright Investment Counsel Appoints Analyst

He will provide due diligence, analytics and monitoring support.

04.20.22
Consultant/OCIO/Discretionary
Midwest Plan Begins Investment Consultant Search

Search is due to its incumbent’s upcoming contract expiration.

04.20.22
People Moves
Western Foundation Adds Three Investment Committee Members

New investment and audit committee members will provide counsel on the strategic direction of the endowment, including identifying ways to help its investments achieve positive social and environmental impact.

04.20.22
Announcements
Asset Mgmt. Firm Acquires Cherry Lane Capital

Cherry Lane co-founders are joining the firm and will lead its new wealth management division.

04.20.22
Administrator - Bundled
Northwest Health Organization Issues Investment Custodian RFP

Custodian will hold assets, verify data and provide ongoing trainings as the organization looks to transition three separately held investment accounts into the custody of a selected firm.

04.20.22
People Moves
TIIP Introduces Advisory Council, Appoints CEO

Separately, the firm hired its next ceo.

04.20.22