Features/Profiles
Newsome Shifting To The Allocator Side In Stride

Lorenzo Newsome Jr. has developed a lot of skills that he believes will help him excel in his first role on the allocator side of the table.

10.02.24
Alternatives
Home On The Range: An Institutional Approach To Ranchland

Todd Graham has a lifetime of dirt on his boots and is ready to bring his ranchland operational expertise to institutional in­vestors.

09.04.24
Passing The Torch: New Wespath CIO Talks Transition, Looks To Future
News
Passing The Torch: New Wespath CIO Talks Transition, Looks To Future

The beginning of August was a passing of the torch both lit­erally and figuratively at Wespath Benefits and Investments as Johara Farhadieh took over the cio reins from long-time invest­ment head Dave Zellner on Aug. 1.

09.04.24
Editor's Note
Editor's Note
Editor's Note

For years, we have been asked when we were going to hold an event. We believe we’ve figured it out.

09.04.24
News
Civil Rights Law Group Asks Three Attorneys General To Investigate 'White Race Favoritism'

Three southern state attorneys general have been asked to investigate “race-based decision-mak­ing” by majority white-owned venture capital firms in response to the continued legal battles faced by diversity, equity and inclusion initiatives.

09.04.24
Alternatives
Structured Equity Firm L2 Point Brings Balance To Private Markets

Not many people are familiar with La­grange Points, but structured equity firm L2 Point Management is quickly becom­ing a household name in the institutional marketplace.

08.07.24
Small-Cap Manager CQL Aims For Success A Second Time
Marketing
Small-Cap Manager CQL Aims For Success A Second Time

John Russon is not a movie guy. So when you ask him about his favorite sequel, he does not have an answer handy. While he may not know movies, he does know a thing or two about launching and building an asset management firm.

08.07.24
Callan Sees Diverse Manager Allocations Grow, Total Hires Drop
News
Callan Sees Diverse Manager Allocations Grow, Total Hires Drop

Nearly $1 billion was committed to di­verse-owned asset managers in 2023 through searches conducted by investment consultant Callan, the firm announced.

08.07.24
Editor's Note
Editor's Note

While the institutional market is the primary goal for many in­vestment firms as they mature, more managers are expanding their distribution channels to adapt to a shifting landscape that is seeing increased interest among wealth advisors.

08.07.24
Editor's Note
RIA Data Expansion

A video message from our Managing Editor, Matthew McCue.

07.22.24