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

News
Illinois State Treasurer CIO Departing For Family Office

CIO Joe Aguilar will be departing the Office of the Illinois State Treasurer to take on a cio role at an undisclosed family office.

06.04.26
Editor's Note
Editor's Note

Artificial intelligence is only as smart as the person using it. It is only as smart as its creators. It is only as smart as the data it is fed. What you put in is what you get out.

06.04.26
Compliance Column: Currency In The Digital Age
Columns
Compliance Column: Currency In The Digital Age

Over the last several years, it’s no secret that digital currencies, like Bitcoin and Ethereum, have stolen the show both from a regulatory and investment standpoint. But what is cryptocurrency? How does it work? What are the risks? Is the hype warranted?

06.04.26
Corbin Capital Partners Adds To Institutional Sales Team
News
Corbin Capital Partners Adds To Institutional Sales Team

Corbin Capital Partners has hired Ross Ramatici and Patrick Melton as directors of institutional sales.

06.04.26
News
NEPC Promotes Forde

William Forde has been promoted to head of investment manager research at investment con­sulting firm NEPC.

06.04.26
News
Avante Capital Closes Fund

Private credit and equity firm Avante Capital Partners has closed its most recent fund.

06.04.26
Managers Often Unprepared For First Meetings: Podcast
News
Managers Often Unprepared For First Meetings: Podcast

Emerging managers do not spend enough time preparing for meetings with institutional investors, according to a recent podcast interview.

06.04.26
Advising With Pride: LGBTQ+ Investing For A Stronger Future
Features/Profiles
Advising With Pride: LGBTQ+ Investing For A Stronger Future

With U.S. census data revealing that the LGBTQ+ communi­ty is the fastest growing minority segment in the U.S. with nearly $1.4 trillion in spending power, it is crucial to have financial advisors focused on a community that is not only expanding but comes with its own set of unique challenges.

06.03.26
Industry News
Presbyterian Fdn. Hires Director

The Presbyterian Foundation has named Bryan Dickerson as its new director of investment relations to manage its approximately $1.4 billion investment portfolio.

06.02.26
Marketing
Roll Tack Ventures Stays Home To Build Midwest Businesses

Tyler Mantel has seen the opportunity to bring capital to companies in Indiana and the Midwest. Having previously led ear­ly-stage investing as director of ventures at the Purdue Research Foundation, he has seen the gap in the market as busi­nesses prepare to scale.

05.06.26