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  • July 27, 2017
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    Features

    Lombardia Capital Partners Closing A Cautionary Tale For Emerging Managers

    July 6, 2017

    The closing of Lombardia Capital Partners in April may have seemed like an abrupt unraveling of a firm that was once among the largest minority-owned asset managers, but the firm’s demise was anything but sudden—and should serve as a wake-up call to all managers that succession planning is vital to long-term sustainability.
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    Meketa Investment Group To Hold Emerging & Diverse Mgr. Day

    July 6, 2017

    Investment consultant Meketa Investment Group will hold an emerging and diverse manager event in September, said Colleen Smiley, senior v.p. and assistant director of public markets research at the firm.
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    Data Entry Provider Compass iTech Closure Boon For Jackson Analytics

    July 6, 2017

    The closure of industry data entry provider Compass iTech has left the firm’s former clients searching for other options to populate investment manager databases—and Jackson Analytics is already benefitting.


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    Conference Coverage

    Building Relationships Key To Successful Asset Raising: Panel

    July 6, 2017

    trio of chief investment professionals discussed the relationship-oriented nature of the institutional landscape at last month’s RG + Associates ConsortiumEAST in New York City.
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    Conference Coverage

    Relationship Management Requires Long-Term Dedication

    July 6, 2017

    Emerging managers planning for long-term success must demonstrate unwavering dedication to relationship management if they plan to achieve long-term success, according to panelists.
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    Conference Coverage

    Standing Out From Crowd Can Draw Family Office Attention: Panelists

    July 6, 2017

    Institutional investors and family offices offered some hard and fast advice for emerging managers looking to earn their business during several panels and presentations hosted as part of The Family Office Club’s Emerging Manager Summit held in New York City on June 12.


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    Features

    Aon Hewitt Ready To Build On Emerging Manager Efforts

    July 6, 2017

    Meredith Jones is a fixture at many emerging manager conferences in the industry. Insightful and vibrant, she’s been known to liven up even the most mundane of events.


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    Marketing

    Eastern Shore Capital Mgmt. Rebounds From Lost Accounts

    July 6, 2017

    The dramatic shift in the structure of emerging manager programs across the country not only impacts where opportunities lie moving forward, but can also impact managers that are stuck in the cross-hairs as managers-of-managers are replaced or see their allocations shifted.


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    Alternatives

    ApexOne Investment Partners Raising Second Real Estate Fund

    July 6, 2017

    ApexOne Investment Partners is in the process of raising its second real estate fund focused on multi-family and student housing.
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    Alternatives

    PIPV Capital Launches Life Sciences, Pharma Private Equity Fund

    July 6, 2017

    PIPV Capital has launched a private equity fund focusing on the life sciences and pharmaceutical industries.


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    Searches

    Chicago Park Plan Considering Int’l Equity Emerging Mgr. Search

    July 6, 2017

    The $386 million Chicago Park Employees Annuity & Benefit Fund may conduct a search for an international equity emerging manager later this year, Executive Director Dean Niedospial said.

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    Searches

    MassPRIM Seeks Firms To Assist With Emerging Hedge Fund Program

    July 6, 2017

    The $65 billion Massachusetts Pension Reserves Investment Management Board has launched its search for firms to assist in the establishment of an emerging hedge fund program.
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    Industry News

    Callan Adds 2 Consultants

    July 6, 2017

    Investment consulting firm Callan Associates has added two individuals to its fund sponsor consulting team, the firm announced.


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    Industry News

    New Orleans Sewer Selects First CIO

    July 6, 2017

    Timothy Viezer has been named cio of the Sewerage and Water Board of New Orleans, according to video from the plan’s June 19 board meeting.


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    Industry News

    Polen Capital Launching SCG Team

    July 6, 2017

    Tucker Walsh has joined Polen Capital Management to lead its new U.S. small-cap growth equity team, Spokesman Nick Rust confirmed, in an e-mail.
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    Industry News

    Minn. Foundation Hires CIO

    July 6, 2017

    Wei Huang has been named the new cio of Minnesota Philanthropy Partners, according to an announcement.
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