News
Up-to-date investment manager search leads, industry trends and investor profiles.
Risk Alert: Employee Supervision & Employing Personnel with Disciplinary Events
As part of the SEC’s focus on protecting retail investors, in 2017, they examined over 50 RIAs to
09.04.19
Denver Names New Executive Director
Heather Darlington has been named the new executive director of the $2.1 billion Denver Employees
09.04.19
Dividend Growth Firm Launched By Former Santa Barbara Execs.
A new asset management firm has been launched by the former president of Nuveen affiliate Santa
09.04.19
Firm Looks To Share In Value Entrepreneurs Bring To Companies
Joel Shulman knows a few things about entrepreneurs. As a tenured professor of Entrepreneurship at
09.04.19
Summit Creek’s Proven Process & Track Record Propelling Firm
Summit Creek Advisors is banking on its tried-and-true formula and the recent five-year track
09.04.19
Connecticut Eyes Int’l Equity Portfolio Restructuring
The $32.6 billion State of Connecticut Retirement Plans & Trust Funds is considering a new
09.04.19
San Antonio F&P Slates Emerging Manager Search, Termination
The $3.2 billion San Antonio Fire & Police Pension Fund was scheduled to approve a search for
09.04.19
New York Common Names CIO
Anastasia Titarchuk has been named the new permanent cio for the $210.5 billion New York State
09.04.19
AndCo Adds Former Callan Consultant
Gwelda Swilley has joined investment consulting firm AndCo Consulting as a senior consultant, the
09.04.19
StepStone Appoints Co-CEO
Scott Hart has been named co-ceo of the StepStone Group, the firm announced.
Hart works closely
09.04.19
