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Paris Ba has joined the $8.2 billion Ventura County (Calif.) Employees’ Retirement Association as its investment officer.
The approximately $671 million Leon Levine Foundation and its family office L&L Management have hired Kelley Shepherd as its first director of investments.
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.
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
This month, we have our annual feature on military veterans in the asset management industry.