This content is from: Portfolio Family Offices That ‘Learned The Hard Way’ Are Halting Direct Deals Some are realizing they don’t have the capabilities to make quality investments directly in companies. By Michael Thrasher April 19, 2023
This content is from: Corner Office Hirtle Callaghan Hires CIO of Its Own Former OppenheimerFunds CIO of asset allocation Mark Hamilton is joining the OCIO firm in a newly created role. By Alicia McElhaney April 03, 2018
This content is from: Corner Office Ranji Nagaswami Wants Asset Managers to Do Their Fiduciary Duty The new CEO of outsourced CIO Hirtle Callaghan says her industry must focus on meeting client needs rather than churning out products. By Anne Szustek October 12, 2016
This content is from: Corner Office Is There Any OCIO Model That Is Conflict Free? Even pure-play providers have some competing interests, argues Alpha Capital Management’s Brad Alford. By Alicia McElhaney April 14, 2022
Appalachian spring A shrewdly managed $862 million endowment enables Berea College to charge no tuition. Only needy students may apply. September 13, 2005
This content is from: Corner Office As More Family Offices Turn to External CIOs, Rivalry Heats Up Catering to increasing demand from wealthy families, investment firms like R. Bruce Myers’s Cambridge Associates have added outsourced CIO services. By Andrew Barber May 14, 2014
