The info source for SoCal's institutional investors.
Meet the people, find the events, and stay close to what's happening across Southern California's investment community.
The Temptation to Time Private Markets Is Strong: Research Says Don’t Do It.
A Journal of Financial Economics study suggests the more durable path to strong performance appears to be steady, disciplined commitment pacing paired with careful manager selection.
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Institutional Allocators
Public & corporate pensions, endowments & foundations, insurance companies
Professional Organizations
Industry associations such as local CFA and CAIA chapters
OCIO and Consultants
Outsourced CIOs and investment consultants
SoCal Job Board
A curated list of openings at institutional allocators and firms serving them
What We're Watching
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San Diego City Approves RFP for General Investment Consultant
The search timeline calls for the RFP to be released on Aug. 3, 2026, with proposals due Sept. 14. SDCERS is a ~$13 billion public pension plan led by CIO Carina Coleman.
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Book Recommendation: ‘Organizational Alpha’ — A Concise Playbook for Institutional Fiduciaries
Ben Carlson's 80-page primer on institutional fiduciary oversight is the clearest short guide to trustee responsibility I've read — particularly Chapter 2 on defining the board's role.
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TIDE SPARK to kick off July 6
Signature SoCal event moves to Terranea Resort in Palos Verdes
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