Jennifer Hutchins has been named cio of investment consultant CBIZ Investment Advisory Services
The Texas A&M Foundation hired Ryan Gardner as an assistant investment director in the second quarter.
Mariner Institutional has entered into an agreement to acquire investment consulting firm Southeastern Advisory Services.
Multi-family office Cresset plans to partner with independent non-discretionary consulting firm Monticello Associates
Kirsty Jenkinson has been named a senior investment director of private markets and sustainable investment and stewardship strategies at the $369.6 billion California State Teachers’ Retirement System.
SageView Advisory Group has acquired institutional retirement plan consulting and wealth management firm Capital Strategies Investment Group
Institutional and individual investors are continuing to embrace private markets strategies in search of diversification and higher returns amid ongoing market volatility and geopolitical uncertainty, according to a new report.
By Bruce Frumerman, CEO, Frumerman & Nemeth Inc.
For smaller firms, the real challenge isn’t performance. It’s getting noticed. Allocators already have a long list of viable candidates. Why should they make room for one more?
Asset management firms seeking growth will need to have an “AI strategy reckoning” at some point. And sooner is much better than later.
This month we have news on a university expressing interest in emerging private equity and venture capital firms.