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Up-to-date investment manager search leads, industry trends and investor profiles.

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Woman- & Minority-Owned Multi-Family Office Builds Out Staff

Beatrice Advisors has appointed Peter Lupoff and Mervin Burton as senior partners as part of the ex­pansion of its investment team, the woman- and minority-owned multi-family office announced.

02.05.25
News
U.S. Equity Manager Cardinal Capital Management Closes Doors

Domestic small-cap value and small- to mid-cap val­ue equity manager Cardinal Capital Management closed its doors on Jan 6, according to a Form ADV filing.

02.05.25
Diverse-Owned Managers Raise Smaller Funds, Invest In Overlooked Founders, SEC Report Shows
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Diverse-Owned Managers Raise Smaller Funds, Invest In Overlooked Founders, SEC Report Shows

Diverse-owned investment firms continue to face challenges as they only control a small por­tion of the investment management industry’s total assets under management, however, a re­cent report shows their continued growth in the industry.

02.05.25
Illinois SURS Issues Convertible Bond Manager RFP
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Illinois SURS Issues Convertible Bond Manager RFP

The $23.4 billion State Universities Retirement System of Illinois has issued an RFP seeking convertible bond strategies.

02.05.25
Editor's Note
Editor's Note

Two areas I have been drawn to since my early childhood are journalism and history. They are two areas that are also incredibly intertwined.

02.05.25
Industry News
Maryland CIO Retiring

Andrew Palmer will retire as cio of the $69 billion Maryland State Retirement & Pension System this summer.

02.05.25
Johns Hopkins Taps Georgetown CIO
Industry News
Johns Hopkins Taps Georgetown CIO

Johns Hopkins University has hired Georgetown University CIO Michael Barry as its next investment head.

02.05.25
OCIO Strategic Hires Nonprofit CIO
Industry News
OCIO Strategic Hires Nonprofit CIO

Christine Kelleher, former cio of the National Gallery of Art, has joined outsourced cio Strategic Investment Group as a managing director on its client portfolio management team.

02.05.25
Industry News
Miami CIO Departs

Charmel Maynard recently left his role as cio and treasurer at the University of Miami.

02.05.25
Industry News
Santa Clara Names Next CIO

Santa Clara University has promoted Investment Director Frank Tessier to serve as its next investment head.

02.05.25