Fundraising News

Stay up to date on the latest industry insights on fundraising news, searches, personnel changes and more.

March 22, 2024

Fresno County Hires NEPC

The Fresno County Employees’ Retirement Association has hired NEPC for their general investment consultant search, according to minutes from the March 6th meeting. The previous consultant, Verus, in...

March 22, 2024

Baltimore Retirement Narrows International Equity Search

The City of Baltimore Employees' Retirement System has narrowed their international equity search to four candidates. The finalists include Brown Capital Management, Thompson, Siegel and Walmsley,...

March 22, 2024

Lexington Police & Fire Preparing for Real Estate Search

The Lexington Policemen's and Firefighters' Pension Plan is preparing a new real estate manager search according to minutes from the February meeting. Investment consultant, Callan, suggested moving...

March 22, 2024

Former UBS Team Flees To RayJay

Raymond James has recruited a team of financial advisors from UBS, who collectively managed over $300 million in assets. The advisors, based in Irvine, California, include Steven Hocking, Jennifer...

March 21, 2024

CalPERS Commits $7.6B to Alts

The California Public Employees’ Retirement System recently disclosed commitments totaling over $7.6 billion to alternatives, according to materials from the March 18th Board meeting. In private...

March 21, 2024

Brown Brothers Harriman (BBH) Lands Hightower FA Duo

Brown Brothers Harriman & Co. (BBH) has expanded its wealth management operations in Houston, attracting two seasoned financial advisors, Matthew Summers and Matthew Moncrief, from Hightower...

March 21, 2024

LPL Financial Adds Louisiana Advisor

LPL Financial has welcomed the addition of Nolan Venable to its team. Operating out of Lafayette, Louisiana, Venable transitions to LPL with approximately $150 million in assets, previously managed...

March 21, 2024

San Antonio Fire & Police Considering Target Allocation Changes

The San Antonio Fire & Police Pension Fund is considering adjusting target allocations for emerging markets, US small/mid-cap equities, non-US developed equity, non-US developed small cap equity, as...

March 21, 2024

CalPERS Increasing Target to Private Equity, Private Credit

The California Public Employees’ Retirement System is making changes to their strategic asset allocation plan which would increase the target allocation to private equity and private credit. The...

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