This content is from: Culture Church of Jesus Christ of Latter-day Saints Settles With SEC Over ‘Clone LLCs’ The regulator said that Ensign Peak Advisors, which manages investments for the church, had worked for nearly two decades to obfuscate the size of the organization’s equity portfolio. By Michael Thrasher February 21, 2023
This content is from: Culture Brian O’Neil Has a Simple Piece of Advice for Allocators Who Want More Diverse Managers The former CIO of the Robert Wood Johnson Foundation says dedicated advisors can help allocators identify more diverse talent in the early stages of an emerging manager program. By Hannah Zhang April 24, 2023
This content is from: Portfolio Investors With Radically Different ESG Views Got in a Room Together. Here’s What Happened Next. Two ex-CalPERS colleagues, some BlackRock critics, and an M&A advisor walk into a room . . . By Alicia McElhaney April 28, 2023
This content is from: Corner Office Deal With Mubadala Gives Fortress More Control Over Its Future “We had the opportunity here to do what we’re seeing as a management buyout,” says Joshua Pack, who will be co-CEO after the deal closes. By Alicia McElhaney May 22, 2023
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
