News
Up-to-date investment manager search leads, industry trends and investor profiles.
Apis & Heritage Capital Partners is helping narrow the wealth gap by empowering employees to attain ownership of their own companies.
Fazeela Abdul Rashid and Richard Pines have launched healthcare-focused growth equity firm HealthBridge Innovation Partners.
Canvas Prime has launched to focus on fintech and digital health companies.
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.
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.
MayTech Global Investments is scaling up the firm in line with its recent eclipse of $1 billion in assets under management.
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.
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.
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.
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.
We kick off the year with our annual Emerging Manager Program special report.