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Up-to-date investment manager search leads, industry trends and investor profiles.
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.
Merger and acquisition activity within the wealth management space continued to accelerate in October as two institutional firms were snapped up.
Domestic small-cap value equity manager Private Capital Management had the top returns in the third quarter, according to EMM’s quarterly performance report.
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.
I always wonder what the value of a keynote speaker is at an industry conference. I have not heard one person ever say the keynote speaker is why they signed up for a conference. In fact, most of the time the keynote speaker is not even announced until registration is closed or near closing.
By Sam Carralejo, Compliance Manager, SEC Compliance Solutions
By Stephanie Henwood-Darts, COO & Managing Partner, Phoenix Fund Services
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.
The $1.3 billion City of Kansas City (Mo.) Employees Retirement System will move forward with a full search for emerging managers-of-managers.
