Deals and People

Connecticut State CIO Disputes Dismissal

January 7, 2001 (PLANSPONSOR.com) - Former chief investment officer Tom Flanigan last week lashed out at the state treasurer who had abruptly fired him on December 12, according to The Hartford Courant.

CalPERS' Boldt Named Managing Director of Pivotal's Cross-Over Fund

January 5, 2001 (HedgeWorld.com) - Bob Boldt, a former senior investment officer for the California Public Employees' Retirement System, has joined San Francisco-based Pivotal Asset Management, a $750 million money manager that oversees a cross-over hedge fund that invests both in public and private companies.

Conn. CIO's Abrupt Exit Spurs Questions

Jan. 2, 2001 (PLANSPONSOR.com) - There's a new Chief Investment Officer opening at State of Connecticut - but potential applicants might want to hold off on unpacking their bags. Incumbent Tom Flanigan, one-time CIO of the California State Teacher's Retirement System (CalSTRS), departed after less than two months on the job.

Altvest CEO Joins Sanford Bernstein

December 18, 2000 (HedgeWorld.com)-Howard Mason, chief executive officer of Altvest, left the online hedge fund data company last week for a job in equity research for traditional money manager Sanford C. Bernstein & Co. in New York.

CEOs Shuffled as Morningstar Shake-up Continues

December 12, 2000 (PLANSPONSOR.com) - Stepping in to shore up the bottom line, Morningstar founder and Chairman Joe Mansueto has taken back his CEO title at the mutual fund rating provider - stripping Don Phillips of the title he assumed in 1998.

NY Life Benefit CEO Disend Retires

December 8, 2000 (PLANSPONSOR.com) - Recordkeeping pioneer Joel Disend, chairman and chief executive officer of New York Life Benefit Services, has announced his retirement, effective December 31, 2000.

SHRM Names Drinan President/CEO

November 17, 2000 (PLANSPONSOR.com) - The Society for Human Resource Management (SHRM) has named Helen G. Drinan, SPHR, as its incoming President and Chief Executive Officer. She will replace Michael R. Losey, SPHR, CAE, who is retiring at the end of this year.

AFP Pinnacle Winners Announced

November 13, 2000 (PLANSPONSOR.com) - Pharmaceutical manufacturer Eli Lilly received the 2000 Association for Financial Professionals (AFP) Pinnacle Award, recognizing its success in establishing Treasury as a strategic partner. Also recognized were the Ohio Treasurer's Office and Dell Computer.

Fidelity Exec To Head Dreyfus, Buck Units

October 31, 2000 (PLANSPONSOR.com) - Jude Metcalfe has been named President and CEO of Dreyfus Retirement Services, and will also manage Mellon subsidiary Buck Consultant's Administrative Services Group. Metcalfe had been head of retirement plan services at Fidelity.

A Conversation with new Calstrs CIO Christopher Ailman

October 10, 2000 (PLANSPONSOR.com) - Today Christopher J. Ailman will take the helm as Chief Investment Officer of the $116 billion California State Teachers Retirement System. As he does, PLANSPONSOR.com begins a four-part series sharing Ailman's thoughts as he transitions to run one of the nation's largest pension funds.

Chicago Treasurer Pleads Guilty, Quits

October 27, 2000 (PLANSPONSOR.com) - Chicago City Treasurer Miriam Santos abruptly resigned from her office today, just two weeks before her scheduled retrial on charges of mail fraud and attempted extortion in threatening to cut off city business from a brokerage firm.

A Conversation with CalSTRS CIO Christopher Ailman

October 10, 2000 (PLANSPONSOR.com) - Today Christopher J. Ailman will take the helm as Chief Investment Officer of the $116 billion California State Teachers Retirement System. As he does, PLANSPONSOR.com begins a four-part series sharing Ailman's thoughts as he transitions to run one of the nation's largest pension funds.

Ailman Named New CalSTRS CIO

September 19, 2000 (PLANSPONSOR.com) - Christopher Ailman, chief investment officer at the Washington State Investment Board, has been named chief investment officer of the nation's third largest pension fund - the $116-billion California State Teachers' Retirement System portfolio - effective October 10.

SHIFTING SALES – Delaware, Nationwide, GE Make Moves

August 21, 2000 (PLANSPONSOR.com) - A series of promotions and new hires could be putting a new "spin" on provider sales pitches to institutional buyers in the future, as Delaware, Nationwide and GE Asset Management all announced key sales-related moves today.

FLEET-FOOTED – FleetBoston Consolidates Asset Management Group

August 3, 2000 (PLANSPONSOR.com) - FleetBoston Financial has named Keith Banks as Chief Investment Officer and Chief Executive Officer of the newly formed Fleet Asset Management, which combines Fleet Investment Advisors, Columbia Management Company, Large Institutional Sales, Galaxy Funds and Retirement Plan Services.