Columns
Kites Dancing In Hurricanes: Finding Context In An AI-Mad World

The daily drumbeat of news reminds us that the transformative power of AI is not something to be ignored.

07.02.25
Columns
SEC Exam Preparedness: Thriving Not Surviving

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.

07.02.25
Cook County Eyes MoM Search
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Cook County Eyes MoM Search

The $13.4 billion Cook County (Ill.) Pension Fund will launch a search for emerging managers-of-managers.

07.02.25
Sierra Club Commits To 2 Mgrs.
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Sierra Club Commits To 2 Mgrs.

The Sierra Club Foundation has made new commitments to Nia Impact Capital and Xponance within its approximately $123.2 million investment portfolio utilizing proceeds from former allocations with BlackRock’s Aperio Group.

07.02.25
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Poetry Foundation Hires OCIO

The Poetry Foundation has hired Bivium Westfuller as the outsourced cio provider for its approximately $274.9 million investment portfolio

07.02.25
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Alameda Looking To Increase Emerging RE Strategies

The $12 billion Alameda County Employees’ Retirement Association will continue to seek emerging real estate manager opportunities in the coming year.

07.02.25
NYC Deputy CIO & PE Head Departs
Industry News
NYC Deputy CIO & PE Head Departs

Deputy CIO and Private Equity Asset Head Eneasz K?dziela departed New York City’s Bureau of Asset Management on June 20

07.02.25
North Carolina Governor Josh Stein has signed the 2025 Investment Modernization Act, according to an announcement from State Treasurer Brad Briner’s office. Stein’s signing of House Bill 506 shifts sole responsibility of the investment decisions for the $126.5 billion North Carolina Retirement Systems from Treasurer Briner to a newly created, multi-member investment authority. The North Carolina House passed the bill at the end of April and the authority to manage investments is expected to transfer to the new board beginning on Jan. 1, as reported. North Carolina was one of only three states utilizing a sole fiduciary governance model. The five-member investment authority board will be chaired by Treasurer Briner and be comprised of financial professionals appointed by him, legislative leaders and the governor, according to the announcement, which notes that the board “will rebalance asset allocation and identify strategies to improve the performance and returns of the $127 billion pension plan, which has underperformed for years.”
Industry News
North Carolina Governor Josh Stein has signed the 2025 Investment Modernization Act, according to an announcement from State Treasurer Brad Briner’s office. Stein’s signing of House Bill 506 shifts sole responsibility of the investment decisions for the $126.5 billion North Carolina Retirement Systems from Treasurer Briner to a newly created, multi-member investment authority. The North Carolina House passed the bill at the end of April and the authority to manage investments is expected to transfer to the new board beginning on Jan. 1, as reported. North Carolina was one of only three states utilizing a sole fiduciary governance model. The five-member investment authority board will be chaired by Treasurer Briner and be comprised of financial professionals appointed by him, legislative leaders and the governor, according to the announcement, which notes that the board “will rebalance asset allocation and identify strategies to improve the performance and returns of the $127 billion pension plan, which has underperformed for years.”

North Carolina Governor Josh Stein has signed the 2025 Investment Modernization Act

07.02.25
In The News
MacArthur Taps Boeing For Staffer

The John D. and Catherine T. MacArthur Foundation has hired Joe Ragsdale as a manager of fixed-income and alpha strategies to oversee fixed-income investments within its approximately $8.6 billion investment portfolio.

07.02.25
Industry News
UVIMCO Hires Managing Director

The University of Virginia Investment Management Company has hired Jason Chang as a managing director to help oversee public equity assets within its approximately $14.3 billion investment portfolio.

07.02.25