News

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

Alternatives
Real Estate Credit Manager Zenzic Capital Launches Fund

Real estate credit and special situations firm Zenzic Capital has launched a new fund to take advantage of a continual gap in the lower middle market.

11.06.25
Marketing
Mount Murray Hanging Tough In Turbulent Emerging Markets

Mount Murray Investment has weathered the storm in emerging markets over the past few years and is hopeful allocators will diversify into the asset class again as it begins to come back into favor.

11.06.25
MayTech Global Evolving In Line With Asset Growth
Marketing
MayTech Global Evolving In Line With Asset Growth

MayTech Global Investments is scaling up the firm in line with its recent eclipse of $1 billion in assets under management.

11.06.25
Old West Takes Picks & Shovels Approach To Metals & Mining
Marketing
Old West Takes Picks & Shovels Approach To Metals & Mining

The “picks and shovels” strategy harkens back to the days of the California Gold Rush when merchants who sold essential tools like picks and shovels to miners saw consistent profits while many prospec­tors went belly up.

11.06.25
Columns
Guest Column: Investors Want Managers’ Writings — Are Yours Worthy?

Observations for money management firms relating to the importance of marketing the beyond-the-numbers intellectual acumen of the portfolio manager when selling investment products to institutional investors has resurfaced in the form of a new survey report of that very group of investors and their investment consultants.

11.06.25
Columns
Compliance Column: Amendments To Regulation S-P

In 2024, the SEC adopted amendments to Regulation S-P. This is the rule that requires investment advisors to have written safe­guards in place to protect client information and provide those clients with a written pri­vacy notice.

11.06.25
News Briefs
News
News Briefs

News this month includes Callan’s upcoming Callan Connects sessions to be held next month as well as the onboarding of a DEI consultant at CalPERS.

11.06.25
New York City CIO Departing
News
New York City CIO Departing

Steven Meier will depart his role as cio of the New York City Retirement Systems this week.

11.06.25
News
Building A Solution: Unigestion Looks To Capitalize On Priceless Relationships With Emerging Managers

European private funds are currently attracting broad in­terest due to a whole host of dynamics.

11.06.25
News
5 Questions With Lumina Foundation V.P. & CFO Erin Archer

Erin Archer serves as v.p. and cfo at the Lumina Foundation, handling financial management and directing the invest­ment strategies for the organization’s approximately $1.4 billion endowment.

11.06.25