Hispanic-owned alternative asset manager Clearlake Capital Group has entered into a definitive agreement to acquire private markets solution provider Pathway Capital Management.
Max Messervy has launched Oakledge Advisors, a new institutional investment consultant focused on environmental sustainability and value alignment.
How will you make yourself more compelling against much of your competition? This column from Bruce Frumerman posits three recommendations.
Every year, the National Society of Compliance Professionals hosts a two-and-a-half-day conference providing a wealth of educational and networking opportunities.
The $79.2 billion Teachers’ Retirement System of Illinois has hired Catherine Lynch as a senior investment analyst in private equity.
Observations for money management firms relating to the importance of marketing the beyond-the-numbers intellectual acumen of the portfolio manager when selling investment products to institutional investors has resurfaced in the form of a new survey report of that very group of investors and their investment consultants.
In 2024, the SEC adopted amendments to Regulation S-P. This is the rule that requires investment advisors to have written safeguards in place to protect client information and provide those clients with a written privacy notice.
Column By Meghan Sundquist, Compliance Associate, SEC Compliance Solutions LLC
May 3rd, 2025 marked the end of an era. It was the last time we would see Warren Buffett on center stage at the Berkshire Hathaway annual meeting.
Spider Management Company has named Deputy CIO Karen Horn Welch as its next cio.
This month we dive into the details of the newest diverse and emerging manager investment report from the New York City Retirement Systems.