• July 28, 2016
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    EMM SEARCH ALERT

    Large Institutional Investor Conducting Public Equity Emerging Managers-of-Managers Search

    June 28, 2016

    A large institutional investor is searching for public equity emerging managers-of-managers on behalf of its five pension plans.
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    EMM SEARCH ALERT

    CalPERS To Search For PE, Real Estate, Global Equity Mgrs.

    June 23, 2016

    The $292 billion California Public Employees’ Retirement System will begin a search in July 2017 for mid-size private equity, real estate and global equity managers that may be eligible for its Transition Manager Program, the plan announced today.
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    Communication Plan Vital For Major Market Events

    July 7, 2016

    Emerging asset management firms should use significant market events such as last month’s decision by the United Kingdom to leave the European Union to stay in front of current and potential clients through a well-planned and executed communication strategy.
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    Emerging MoM Consolidation Coming?

    July 7, 2016

    The consolidation of the emerging manager-of-managers space is more likely to happen sooner rather than later as the lack of newly-created emerging manager programs and the restructuring of existing programs in the public pension fund space has created a difficult marketplace for the firms, sources say.


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    Illinois Teachers Loses Senior Investment Officer

    July 7, 2016

    Kenyatta Matheny has departed the $42.3 billion Teachers’ Retirement System of Illinois, Spokesman David Urbanek confirmed, in an e-mail.
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    Simons Says

    Simon Says

    July 7, 2016

    Really? A Business Continuity Rule?
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    Expert Advice

    Creating a More Effective Pitchbook

    July 7, 2016

    I’ve looked at a lot of pitchbooks in my career. Most are professional, highly serviceable pieces of marketing that do what they should, and are what any potential client would expect to see in a presentation from an investment manager.
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    Launches

    Former Vontobel CIO Launches New Investment Firm GQG

    July 7, 2016

    Rajiv Jain, former cio of Vontobel Asset Management, has launched boutique investment firm GQG Partners, Spokesman Chris Sullivan confirmed, in an e-mail.
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    Launches

    Manhattan West Asset Mgmt. Launches

    July 7, 2016

    A former J.P. Morgan Securities team has launched asset management firm Manhattan West Asset Management.
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    Alternatives

    NewAlpha Seeds Long/Short Manager Naqvi-Van Ness

    July 7, 2016

    NewAlpha Asset Management has made a seed investment in alternatives firm Naqvi-Van Ness Asset Management.
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    Searches

    CalPERS To Seek PE, Real Estate, Global Equity Managers In 2017

    July 7, 2016

    The $186.1 billion California State Teachers Retirement System is in the process of overhauling its developing manager program.


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    Searches

    Chicago Teachers To Seek RE Firms

    July 7, 2016

    The $9.3 billion Public School Teachers’ Pension & Retirement Fund of Chicago expects to issue an RFP for minority-, women- and disabled-owned real estate investment managers later this month, Director of Investments Angela Miller-May said.
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    Searches

    San Antonio F&P Seeking EME Emerging Mgrs

    July 7, 2016

    The $2.6 billion San Antonio Fire & Police Pension Fund’s investment committee approved an emerging markets equity emerging manager search in May, meeting minutes indicate.
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    Searches

    Ohio Bureau of Workers Comp To Discuss Emerging Manager Program

    July 7, 2016

    The $24.7 billion Ohio Bureau of Workers Compensation is slated to discuss its emerging manager program this summer, according to minutes from the plan’s May 25 meeting.


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    Searches

    Illinois State Universities Eliminates Domestic Equity Manager-of-Manager Portfolio

    July 7, 2016

    The $16.5 billion State Universities Retirement System of Illinois has eliminated its domestic equity allocation with emerging manager-of-managers Progress Investment Management Company, Spokeswoman Beth Spencer confirmed, in an e-mail.


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    Industry News

    Conway Investment Research Adds Summit Strategies Research Head

    July 7, 2016

    Roger Brown joined investment research consulting firm Conway Investment Research as a principal on June 1, he confirmed.
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    Little Black Book

    Rutgers Names Investment Head

    July 7, 2016

    Jason MacDonald will join Rutgers University as director of investments on July 20, Investment Committee Chairman Tilak Lal said.
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    Little Black Book

    Rhode Island CIO Departing

    July 7, 2016

    Anne-Marie Fink, cio of the $7.5 billion Employees Retirement System of Rhode Island, has resigned, Plan Spokesman David Ortiz said, in an e-mail. Her last day is July 14.
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    Little Black Book

    Indiana Names CIO, Deputy CIO

    July 7, 2016

    The $29.9 billion Indiana Public Retirement System has appointed Scott Davis as cio and Bo Ramsey as deputy cio, Spokesman Jeffrey Hutson confirmed, in an e-mail.
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