Market volatility leads cios to feel a responsibility to stick with their institution, increasing their tenure over time and resulting in relatively flat activity for new women and minority cios at the nation’s largest institutions over the last year.
In evaluating small lower middle market and emerging fund managers, M² seeks to invest in experienced teams with high integrity, an ability to thoroughly articulate and execute their strategy and a sound, attractive, and sustainable value proposition.
Luminate Capital Partners has experienced significant growth over the past decade by honing an investment approach that taps into the potential of enterprise SaaS companies.
The daily drumbeat of news reminds us that the transformative power of AI is not something to be ignored.
SEC exams are an inevitable component of a Registered Investment Adviser’s (“RIA”) existence, and we have found that CCOs can reduce the stress associated with a potential exam if they know what to expect.
Mary Ellen Martin Zellerbach, a managing director at Martin Investment Management, died in June, the firm announced.
Value-aligned investing continues to grow among community foundations, with environmental stewardship and gender or racial equity remaining areas of focus despite political headwinds, according to a new survey.
