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News

Extensive and timely coverage of the institutional industry.

Consultant/OCIO/Discretionary
Fla. Insurance Deferred Comp Concludes Financial Advisory Services Search

A Florida insurance company has made a hire in its financial advisory services search.

03.11.20
In The News
Forgestone Capital Closes On A Further $100 Million For Its Mortgage Fund

Forgestone’s Mortgage Fund is an open investment vehicle focused on capital preservation and providing investors with regular, stable, risk-adjusted returns.

03.11.20
In The News
AGL Credit Management Closes AGL CLO 3 Totaling $603 Million

Private credit investment firm specializing in innovative product solutions based on bank loans today announced the closing of AGL CLO 3 Ltd., the Firm’s third collateralized loan obligation vehicle.

03.11.20
Daily Feed
West Coast City Concludes Investment Advisor Search

A city on the West Coast has concluded its investment advisor search.

03.11.20
People Moves
Windmuehle Funds Snags Texas Municipal Private Equity Director

Christopher Schelling will join the firm as managing director for investments on April 27.

03.11.20
People Moves
Townsend Group Loses Partner, Relationship Manager

Townsend Group Partner Jennifer Stevens is leaving the firm to start her own practice.

03.10.20
People Moves
Ex-Fidelity President Named CEO Of Waypoint Capital’s AM Arm

Cyrus Jilla has joined Waypoint Capital as ceo for its asset management subsidiary, Northill Capital.

03.10.20
People Moves
Aviva Investors Hires BMO Manager For Liquidity Fund

Aviva Investors has hired Katie DellaMaria as a portfolio manager for a new U.S. dollar liquidity fund.

03.10.20
Administrator - Bundled
Northeast County Seeking 457 Plan Bundled Provider

A Northeastern county is seeking a bundled provider for its 457 deferred compensation plan.

03.10.20
Consultant/OCIO/Discretionary
Northeast Deferred Comp Plan Sticks With Cammack

A Northeast deferred compensation plan rehired its investment consultant last week.

03.10.20
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Editor Picks
New England Plan Axes Equity, Fixed-Income Mgr. New England University Names Next CIO Q1 2026: EM Equities Provide Opportunity Despite Geopolitics, Short-Term Headwinds
Searches And Hires
Southeast F&P Pension Adds Fixed-Income Manager New England Plan Axes Equity, Fixed-Income Mgr. Southern Plan Makes Private Markets Commitments

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