Requests for Proposals

Posted on Behalf of Segal Advisors' clients.

Segal Advisors, Inc. has posted the following RFPs on behalf of our clients. Please follow specific instructions within each RFP in regards to proposal submission requirements.

• The City of Tallahassee is soliciting proposals from firms interested in providing a separately managed account for the City’s general operating portfolio. The average daily balance is expected to be $50 million in assets. In addition, the investment strategy used to manage these assets has to meet the City’s daily liquidity needs of 10% or $5 million whichever is greater.
  
  Please send your response via email to Rosemary Guillette, Consultant, Segal Advisors at rguillette@segaladvisors.com by August 29, 2008. If you have any questions regarding this RFP please send them via email in writing to rguillette@segaladvisors.com.
  
  Click here to download the RFP
  
  
• The Holyoke Retirement Board is currently seeking information from private equity managers. This request is being issued for information purposes only. Any award of funds will be subject to approval by the Board and the Public Employee Retirement Administration Commission. Additionally, allocated funds must be managed in agreement with Massachusetts General Laws, Chapter 32 and regulations of the Public Employee Retirement Administration Commission, 840 CMR.
  
  Please also complete the RFI questionnaire and submit the requested documents. Please send the documents to the following:
  
  Mr. Daniel R. Owens
  Holyoke Retirement Board
  City Hall Annex, Room 207
  Holyoke, MA 01040
  
  And
  
  Mr. Rafik Ghazarian
  Segal Advisors
  116 Huntington Avenue
  Boston, MA 02116
  
  Please contact Mr. Rafik Ghazarian at rghazarian@segaladvisors.com if you have any questions. Mr. Rafik Ghazarian can also be reached at 617.424.7358.
  
  Click here to download the RFP