Industry News
Foundation Hires First Investments Dir.

The approximately $671 million Leon Levine Foundation and its family office L&L Management have hired Kelley Shepherd as its first director of investments.

11.06.24
Industry News
Florida Hires Next CEO & CIO

The University of Florida Investment Corporation has named Mark Baumgartner as its next ceo and cio as current CEO and CIO William Reeser is set to retire at the end of the year.

11.06.24
MoM Leading Edge Investment Advisors Adds Senior V.P.
News
MoM Leading Edge Investment Advisors Adds Senior V.P.

Carlos Chujoy has joined emerging manager-of-managers Leading Edge Investment Advisors as a senior v.p., President and CEO Clayton Jue confirmed, in an e-mail.

11.06.24
Private Capital Management Takes Top Spot In Q3 Rankings
News
Private Capital Management Takes Top Spot In Q3 Rankings

Domestic small-cap value equity manager Private Capital Man­agement had the top returns in the third quarter, according to EMM’s quarterly performance report.

11.06.24
News
Diverse-Owned Manager Assets Increase In Third Quarter

Assets under management by diverse-owned long-only equity managers increased by $27.3 billion in the third quarter, new data from FIN Searches shows.

11.06.24
Columns
9 Key Compliance Items For New SEC-Registered Investment Advisers

By Sam Carralejo, Compliance Manager, SEC Compliance Solutions

11.06.24
Guest Column: Navigating Fund Administration: Key Strategies For Emerging Managers
Columns
Guest Column: Navigating Fund Administration: Key Strategies For Emerging Managers

By Stephanie Henwood-Darts, COO & Managing Partner, Phoenix Fund Services

11.06.24
Marguerite Casey Adds Diverse Manager Investments
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Marguerite Casey Adds Diverse Manager Investments

The Marguerite Casey Foundation approved investments with two Black-led strategies as the institution looks to achieve its goal of allocating half of its approximately $850 million portfolio to diverse-owned managers by the end of 2025.

11.06.24
Searches
Kansas City Employees Approves Full Emerging MoM Search

The $1.3 billion City of Kansas City (Mo.) Employees Retirement System will move forward with a full search for emerging managers-of-managers.

11.06.24
Searches
NY Common Makes RE Hire

The $267.7 billion New York State Common Retirement Fund made an emerging manager commitment in the third quarter

11.06.24