Features
Emerging Manager Awards 2019
April 3, 2019
The seven winners of the 13th Annual Emerging Manager Awards have been selected.
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Progress Investment Management Company Deputy CIO Departs
April 3, 2019
Jose Balagot, deputy cio of Progress Investment Management Company, has left the firm after nearly 23 years, multiple sources confirmed.
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Piermont Capital Acquired By Ziegler Capital Management
April 3, 2019
Piermont Capital Management has been acquired by Ziegler Capital Management, the firms announced.
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Simons Says
Simons Says
April 3, 2019
The Securities and Exchange Commission is proposing rules that would modify the registration, communications, and offering processes for business development companies (BDCs) and other closed-end investment companies under the Securities Act of 1933, as recently mandated by Congress.
Expert Advice
5 Tips To Simplify A CCO’s Heavy Workload
April 3, 2019
In all my experience, working with CCOs as a compliance consultant, the one common sentiment they share is being overwhelmed. Especially those who wear multiple hats (which is most of the CCO’s I work with).
Marketing
Alethea Capital Looks To Bring Value Back To Active Large-Cap Space
April 3, 2019
Tony Hsu has seen the flaws in most active equity strategies and has combined his experiences across fundamental, technical and quantitative investing to approach the market in what he deems an “unconventional” way.
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Marketing
PVG Asset Management Targets Institutions Following Merger
April 3, 2019
Tim McIntosh knew he had the right strategy but needed to bolster the operational side of his business to make it in the institutional world.
Marketing
Essex Investment Management Shifts Ownership Stakes
April 3, 2019
Essex Investment Management has seen its Founder and CIO Joseph McNay reduce his ownership stake below 50% in a move that the firm believes sends a signal to the marketplace.
Alternatives
Hedge Fund Launch Challenges Expected To Persist: HFR Report
April 3, 2019
New hedge fund launches are likely to remain challenged in 2019 as investor appetite continues to focus on established funds, according to the latest report from Hedge Fund Research. Hedge fund launches in 2018 were the lowest since 2000, with an estimated 561 funds launched last year, according to HFR’s Market Microstructure Report.
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Searches
Calif. Foundation Creates Impact Investment Pool, Will Seek Mgrs.
April 3, 2019
The San Francisco Foundation will look to hire additional managers for its newly created mission-aligned investments pool over time and it will continue to consider women- and minority-owned investment firms as part of the process, a spokeswoman said, in an e-mail.
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Australian Superannuation Fund Launches Emerging U.S. PE Program
April 3, 2019
An Australian superannuation fund has launched a U.S. private equity emerging manager program in conjunction with global private investments firm Flexstone Partners, an affiliate of Natixis Investment Managers, according to an announcement.
Industry News
San Joaquin County CIO Retires
April 3, 2019
Nancy Calkins retired as cio of the $2.8 billion San Joaquin County (Calif.) Employees Retirement Association last week, CEO Johanna Shick said. Calkins’ last day at the Stockton, Calif.-based plan was March 29.
Industry News
Louisiana Parochial Hires CIO
April 3, 2019
The $3.8 billion Parochial Employees’ Retirement System of Louisiana has hired Christopher Burke as its new cio, Administrative Director Dainna Tully said.
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