TRS Illinois public pension $74B AUM, Chicago Illinois, marketsgroup.org 2025


CEO Temasek, appointed Chairman of wholly-owned entities from April 2026. AUM: Temasek S$434B, Country: Singapore, Source: Temasek 2025


Group CIO. AUM: Temasek S$434B, Country: Singapore, Source: Temasek 2025


MD Head Manager Research Alt Investments


Appointed Co-CEO Temasek International October 2025, leads Temasek Global Investments from April 2026. AUM: Temasek S$434B, Country: Singapore, Source: Temasek 2025


CFO Temasek, heads Temasek Singapore from April 2026. AUM: Temasek S$434B, Country: Singapore, Source: Temasek 2025


Works with Temasek Partnership Solutions on strategic review of asset management companies. AUM: Temasek S$434B, Country: Singapore, Source: Temasek 2025


Appointed Chairman effective October 2025. AUM: Temasek S$434B, Country: Singapore, Source: Temasek 2025


Appointed Deputy Chairman October 2025. AUM: Temasek S$434B, Country: Singapore, Source: Temasek 2025


Reappointed December 2025 to lead $924B fund, previously NPS chairman 2017-2020, multiple terms National Assembly Health & Welfare Committee. AUM: NPS $924B, Country: South Korea, Source: NPS 2025


CIO GPF, joined 2016 as assistant secretary-general investment strategy research group, acting secretary-general. AUM: GPF 1.49T baht ($46.87B), Country: Thailand, Source: Thailand GPF 2025


CEO Mongolia sovereign wealth fund established April 2024, software entrepreneur background, writing investment policy statement, preparing board independent director appointments. AUM: Chinggis Fund $1.4B, Country: Mongolia, Source: Chinggis Fund 2025


MD Private Market Investments since 2017


Chairman and CEO China Investment Corporation, prior Deputy Governor People's Bank of China, Vice Chairman President Agricultural Bank of China. AUM: CIC ~$900B, Country: China, Source: CIC 2025


Vice Chairman, President and CIO China Investment Corporation. AUM: CIC ~$900B, Country: China, Source: CIC Wikipedia


Chief Executive HKMA, provides overall leadership. AUM: HKMA Exchange Fund $631B HKD, Country: Hong Kong, Source: HKMA 2025


Rejoined Khazanah November 2025, prior Group CFO Malayan Banking Berhad since July 2016. AUM: Khazanah $56B, Country: Malaysia, Source: Khazanah 2025


Joined Khazanah June 2012, leading Greater Johor portfolio, previously covered Real Assets Iskandar Malaysia Technology portfolios. AUM: Khazanah $56B, Country: Malaysia, Source: Khazanah


Co-head of public markets at Khazanah. AUM: Khazanah $56B, Country: Malaysia, Source: Khazanah


CFO Khazanah. AUM: Khazanah $56B, Country: Malaysia, Source: Khazanah


Appointed February 2025, background in auditing major state enterprises. AUM: SCIC ~$30B, Country: Vietnam, Source: SCIC


Appointed Deputy General Director October 2019. AUM: SCIC ~$30B, Country: Vietnam, Source: SCIC


Deputy General Director. AUM: SCIC ~$30B, Country: Vietnam, Source: SCIC


Appointed Board member by Minister Finance October 2016. AUM: SCIC ~$30B, Country: Vietnam, Source: SCIC


Managing Director KIA (note: Sheikh Saoud Salem Abdulaziz Al-Sabah assumed MD role November 2024). AUM: KIA $183.5B, Country: Kuwait, Source: KIA 2025


Minister of Finance, Chairman KIA Board. AUM: KIA $183.5B, Country: Kuwait, Source: KIA 2025


Appointed CIO February 2025, 20+ years infrastructure sector experience, 18+ years PSP. AUM: PSP C$226B, Country: Canada, Source: PSP 2025


Appointed CFO 2025, from National Bank of Canada, 20+ years financial leadership including strategic planning risk management. AUM: PSP C$226B, Country: Canada, Source: PSP 2025


Appointed Chief Risk Officer 2025. AUM: PSP C$226B, Country: Canada, Source: PSP 2025


CEO PSP Investments. AUM: PSP C$226B, Country: Canada, Source: PSP 2025


Board Chair. AUM: PSP C$226B, Country: Canada, Source: PSP 2025


Advisor (retired from CIO Infrastructure)


Deputy Governor Head International Investments


Co-CEO Temasek International, CEO Temasek Global Investments


https://marketsgroup.org/news/research/2025-elite-alts-allocators-part-2 | 2025 | Wealth Manager


https://marketsgroup.org/news/research/2025-elite-alts-allocators-part-2 | 2025 | Foundation/Endowment


https://marketsgroup.org/news/research/2025-elite-alts-allocators-part-2 | 2025 | Foundation


https://marketsgroup.org/news/research/2025-elite-alts-allocators-part-2 | 2025 | Public Pension Fund


https://marketsgroup.org/news/research/2025-elite-alts-allocators-part-2 | 2025 | Sovereign Wealth Fund


https://marketsgroup.org/news/research/2025-elite-alts-allocators-part-2 | 2025 | Private Pension Fund


https://marketsgroup.org/news/research/2025-elite-alts-allocators-part-4 | 2025 | Public Pension Fund


https://marketsgroup.org/news/research/2025-elite-alts-allocators-part-4 | 2025 | Wealth Manager


https://marketsgroup.org/news/research/2025-elite-alts-allocators-part-4 | 2025 | Endowment


Managing Director, Head of Alternative Investments | Part 2


Managing Director, Head of Manager Research and Alternative Investments | Part 2


Managing Director of Investment Research and Engagement | Part 2


Managing Director of Private Investments | Part 2


Deputy Chief Investment Officer for Private Markets | Part 2


Deputy Chief Investment Officer | Part 2


Managing Director of Alternative Investments | Part 2


Managing Director of Private Market Investments | Part 2


Investment Officer for Illiquid Markets | Part 4


Managing Director and Chief Market Strategist | Part 4


Managing Director of Investments | Part 4


Director of Investments and Structuring | Part 4


Deputy Chief Investment Officer | Part 4


CAIS asset-manager-facing workflow surface for advisor-ready alternatives content and platform distribution.


CAIS advisor-facing workflow surface where alternatives education and model-portfolio fit need retrievable language.


CAIS home-office workflow surface for platform-level diligence, education, and advisor enablement.


CAIS gated workflow surface for advisor/member access.


iCapital marketplace workflow surface for fund access, platform compatibility, and advisor distribution.


iCapital due-diligence workflow surface for DDQ, ODD, reporting, analytics, and advisor education metadata.


Aksia manager-facing portal surface for diligence and manager research submission readiness.


Aksia client workflow surface for diligence, reporting, and risk evidence retrieval.


Asset-manager distribution site should receive advisor-ready one-pagers, model-portfolio fit, education Q&A, liquidity/fee explainer, and canonical terminology.


Advisor site should retrieve structured quant hedge-fund education, risk summaries, and model-portfolio fit.


Home-office site should retrieve platform-ready diligence, approval, and advisor enablement content.


Member login is a gated advisor workflow and should be treated separately from public web discoverability.


Asset-manager content should be shaped for CAIS search and Claude-backed advisor alternatives intelligence.


Marketplace requires platform-compatible fund data, subscription workflow, liquidity/fee terms, and advisor-ready education.


Research/diligence surface requires DDQ, ODD memo, reporting appendix, portfolio analytics, and data-room index.


Manager portal requires manager research summary, DDQ/ODD packet, exposure taxonomy, fee/liquidity schedule, and risk reporting.


MAX client workflow requires drawdown profile, transparency evidence, reporting, and diligence-ready risk artifacts.


MD Investments at Johns Hopkins University Investment Office $9B Baltimore, 2yr tenure, prior Golding Capital Partners MD head US GCM Grosvenor principal UBS M&A banking, Wharton accounting finance, marketsgroup.org 2026 Elite ALTS Allocators Part 1


MD at Grinnell College Investment Office $2.85B Boston, prior Alumni Ventures CareGroup Healthcare Combined Jewish Philanthropies JPMorgan Goldman Sachs IB, marketsgroup.org 2026 Elite ALTS Allocators Part 2


Johns Hopkins University endowment $9B AUM, Baltimore Maryland, marketsgroup.org 2026


Grinnell College endowment $2.85B AUM, Boston New England, marketsgroup.org 2026


Investment Director at UCLA Investment Company $5B LA, 8yr tenure, prior PAAMCO assoc director Morgan Stanley BofA commercial real estate, Northwestern JD Kellogg MBA Cal Poly BA, marketsgroup.org 2026 Elite ALTS Allocators Part 1


MD Investments at Carnegie Mellon University $4.5B Pittsburgh, prior Cliffwater VP European PE LP Capital Advisors Citi BofA capital markets IB, marketsgroup.org 2026 Elite ALTS Allocators Part 2


UCLA Investment Company endowment $5B AUM, Los Angeles California, marketsgroup.org 2026


Carnegie Mellon University endowment $4.5B AUM, Pittsburgh Pennsylvania, marketsgroup.org 2026


VP Director Investments at Foundation For The Carolinas $5.1B Charlotte, 3yr tenure, prior Nuveen TIAA Morgan Stanley Loring Ward, Boston University economics, marketsgroup.org 2026 Elite ALTS Allocators Part 1


Senior Director Investments at St Jude ALSAC Foundation $9B Memphis, prior Fund Evaluation Group VP consultant Permanens Capital Colonial Consulting, marketsgroup.org 2026 Elite ALTS Allocators Part 2


Foundation For The Carolinas philanthropic $5.1B AUM, Charlotte North Carolina, marketsgroup.org 2026


ALSAC Foundation St Jude philanthropic $9B AUM, Memphis Tennessee, marketsgroup.org 2026


Head Alternative Investments at AAA Auto Club Group $9B Miami, 3yr tenure, prior APG Asset Management Marathon AM Weiss Multi-Strategy 12yr Morgan Stanley equity derivatives, Columbia economics, marketsgroup.org 2026 Elite ALTS Allocators Part 1


MD Real Assets Sustainable Investments at MacArthur Foundation $9.3B Chicago, 20yr institutional investing, prior Ford Foundation head real estate National Railroad Retirement global real assets, marketsgroup.org 2026 Elite ALTS Allocators Part 2


AAA Auto Club Group insurance $9B AUM, Miami Florida, marketsgroup.org 2026


MacArthur Foundation philanthropic $9.3B AUM, Chicago Illinois, marketsgroup.org 2026


MD at Northwestern University Investment Office $14B Chicago, 21yr tenure, prior PPM America Capital Partners ABN AMRO, Kellogg MBA Washington U St Louis BA, marketsgroup.org 2026 Elite ALTS Allocators Part 1


Northwestern University endowment $14B AUM, Chicago Illinois, marketsgroup.org 2026


GM and CIO at Fondazione Roma €1.6B Rome, joined 2014 as CIO named GM 2026, prior CIBC FirstCaribbean Banca Intesa Sanpaolo HK and Milan treasury, Pisa economics, marketsgroup.org 2026 Elite European Allocators Part 2


Fondazione Roma Italian banking foundation €1.6B AUM, Rome Italy, marketsgroup.org 2026


CEO at AMF Fonder €78.4B Stockholm appointed Nov 2024, prior CIO and CEO AMF Fonder deputy CEO CRO, Insurance Sweden board, Stockholm School of Economics MSc, marketsgroup.org 2026 Elite European Allocators Part 2


AMF Fonder Swedish private sector pension fund €78.4B AUM, Stockholm Sweden, marketsgroup.org 2026


MD Capital Investments at Nordrheinische Aerzteversorgung €18.5B Dusseldorf, portfolio oversight since 2014, prior KZVK board member, Munster business admin Claremont Graduate, marketsgroup.org 2026 Elite European Allocators Part 2


North Rhine Medical Pension Fund €18.5B AUM, Dusseldorf Germany, marketsgroup.org 2026


CIO and CFO at Cassa Nazionale del Notariato €2B Rome, joined 1985 CIO 2010 CFO 2024, Sapienza economics and law, marketsgroup.org 2026 Elite European Allocators Part 2


Italian public pension for notaries €2B AUM, Rome Italy, marketsgroup.org 2026


Head Investments at Pensioenfonds Detailhandel €34B Netherlands, 15yr tenure, prior Northern Trust VP KAS BANK, Toronto Rotman Board Effectiveness, Amsterdam U business admin, marketsgroup.org 2026 Elite European Allocators Part 3


Pensioenfonds Detailhandel Dutch retail sector pension €34B AUM, Netherlands, marketsgroup.org 2026


CIO at AP Pension €27B Copenhagen, 2yr tenure, prior AkademikerPension co-CIO head fixed income and credit, Danmarks Nationalbank economist, VELUX Foundations investment committee, Aarhus PhD finance, marketsgroup.org 2026 Elite European Allocators Part 3


AP Pension Danish pension fund €27B AUM, Copenhagen Denmark, marketsgroup.org 2026


CEO at PKA €67B Copenhagen, 6yr tenure, expanded alternatives since 2020, chairman IIP Denmark deputy chairman Forca AIP Management board, Technical University Denmark MSc engineering, marketsgroup.org 2026 Elite European Allocators Part 3


PKA Danish pension fund €67B AUM, Copenhagen Denmark, marketsgroup.org 2026


Head Asset Management CIO at Lansforsakringar Liv SEK 105B Stockholm, 1yr tenure, prior Nordea Liv Pension CIO 2022, BNP Paribas Strand Kapitalforvaltning Carnegie Investment Bank, Stockholm U MSc, marketsgroup.org 2026 Elite European Allocators Part 3


Lansforsakringar Liv Swedish insurance pension SEK 105B (€9.4B) AUM, Stockholm Sweden, marketsgroup.org 2026


Head Asset Allocation at AP4 Fourth AP Fund €34B Stockholm, 13yr tenure, prior head strategic asset allocation and quant, VPD Financial Software consultant, Stockholm U MBA KTH engineering physics, marketsgroup.org 2026 Elite European Allocators Part 3


Fjarde AP-fonden AP4 Swedish national pension buffer €34B AUM, Stockholm Sweden, marketsgroup.org 2026


CIO at Sampension €45B Copenhagen, expanded alternatives infrastructure commodities RE structured credit, prior ATP CRO Carnegie Bank Danske Bank JOP Pension, Copenhagen U MS economics, marketsgroup.org 2026 Elite European Allocators Part 4


Sampension Danish public pension €45B AUM, Copenhagen Denmark, marketsgroup.org 2026


CIO at PMT Pensioenfonds Metaal Techniek €90B Utrecht since 2017, joined 2010 risk manager, prior ING 8yr head liquidity funding risk, Munster MA economics monetary econometrics, marketsgroup.org 2026 Elite European Allocators Part 4


PMT Dutch metal technology sector pension €90B AUM, Utrecht Netherlands, marketsgroup.org 2026


Director at Fondo Pensione Pegaso €1.5B Rome, leadership since 2009, secretary Assofondipensione 2024, Forum Finanza Sostenibile board 2019, Mefop consulting, Sapienza statistics, marketsgroup.org 2026 Elite European Allocators Part 4


Fondo Pensione Pegaso Italian private sector pension €1.5B AUM, Rome Italy, marketsgroup.org 2026


CIO at Border to Coast Pensions Partnership £120B Leeds London, assumed 2023, prior Neuberger Berman MD head portfolio solutions Morgan Stanley MD 10yr head diversified alts, Shell head investments IBM head fixed income, Sheffield MA economics, marketsgroup.org 2026 Elite European Allocators Part 4


Border to Coast Pensions Partnership UK LGPS pool £120B AUM, Leeds London UK, marketsgroup.org 2026


CIO at ENPAF Italian pharmacists pension €3.5B Rome, prior ENPAF head RE 2016-19 P&G SGR Borgosesia Gestioni Feidos RE, Bocconi corporate finance Politecnico Milano RE, marketsgroup.org 2026 Elite European Allocators Finale


ENPAF Italian pension for pharmacists €3.5B AUM, Rome Italy, marketsgroup.org 2026


CEO at Pensionskasse Manor €1.97B Basel, 20yr+ tenure, president Swiss Pension Fund Association ASIP, Lucerne DAS pension management St Gallen general management, marketsgroup.org 2026 Elite European Allocators Finale


Pensionskasse Manor Swiss private sector pension €1.97B AUM, Basel Switzerland, marketsgroup.org 2026


Head Asset Allocation at The People's Pension €45.3B London joined 2024, prior Tesco Pension Investment 7yr multi-asset portfolio manager, Legal & General BP Pension Fund, Warwick economics econometrics finance CFA, marketsgroup.org 2026 Elite European Allocators Finale


The People's Pension UK master trust €45.3B AUM, London UK, marketsgroup.org 2026


CIO and Deputy CEO at Retraites Populaires €9.6B Lausanne, joined 2001 PE portfolio manager dual role 2022, EY auditor, Swiss Sustainable Finance board, HEC Lausanne MSc finance, marketsgroup.org 2026 Elite European Allocators Finale


Retraites Populaires Swiss insurance €9.6B AUM, Lausanne Switzerland, marketsgroup.org 2026


CIO AG Insurance Group Head Investments at Ageas €107B Brussels, CIO since 2011, Belgian Finance Center King Baudouin Foundation Fluxys boards, Vlerick MBA Ghent civil engineering physics, marketsgroup.org 2026 Elite European Allocators Finale


Ageas Belgian insurance company €107B investment AUM, Brussels Belgium, marketsgroup.org 2026


CIO and Group Head Investments since 2011


Tick50 replacement-motion sidecar; P&I source cited VRS termination of Orchard Liquid Credit Fund in the 2025-2026 hedge-fund allocation context.


Tick50 replacement-motion sidecar; P&I source cited Illinois SURS termination of a hedge-fund manager from a long-volatility sleeve.


Tick50 synthesis from VRS Orchard, Illinois SURS long-vol, NYC BAM replacement cycle, Taproot watchlist, and historical CalSTRS/CalPERS/Yale pruning evidence.


CFO at Helvetia Versicherungen Osterreich €159B Vienna, 9yr tenure, prior Skandia Austria CFO Niedermeyer CFO McKinsey 6yr, Vienna WU MBA INSEAD, marketsgroup.org 2026 Elite European Allocators Part 1


Helvetia Versicherungen Austrian insurance €159B AUM, Vienna Austria, marketsgroup.org 2026


CIO at Nobel Foundation €620M Stockholm, 9yr tenure, 25yr quant risk institutional AM, VKR Holding Alfred Nobel Norwegian Memorial Foundation boards, Stockholm MSc CFA FRM, marketsgroup.org 2026 Elite European Allocators Part 1


Nobel Foundation endowment €620M AUM, Stockholm Sweden, marketsgroup.org 2026


Head ESG SVP at ATP €150B Copenhagen, 20yr tenure joined 2005, ISSB Investor Advisory Group, Aarhus MSc political science, marketsgroup.org 2026 Elite European Allocators Part 1


ATP Arbejdsmarkedets Tillaegspension Danish public pension €150B AUM, Copenhagen Denmark, marketsgroup.org 2026


CFIO at Fondazione ENPAM €27B Rome, 14yr tenure joined 2011, prior Fondazione Roma CFIO Generali Investment Europe senior bond PM fixed income trader, Rome Tor Vergata economics, marketsgroup.org 2026 Elite European Allocators Part 1


Fondazione ENPAM Italian medical doctors pension €27B AUM, Rome Italy, marketsgroup.org 2026


CIO at West Yorkshire Pension Fund €26B Bradford joined 2025, prior HSBC Alternatives MD head alts Asia, Aviva Investors MD France CIO private markets, BlackRock 10yr multi-asset private markets, Cambridge MA applied math qualified actuary, marketsgroup.org 2026 Elite European Allocators Part 1


West Yorkshire Pension Fund UK LGPS €26B AUM, Bradford UK, marketsgroup.org 2026


Incoming CIO at London CIV replacing Aoifinn Devitt, pionline.com 2026


London Collective Investment Vehicle UK LGPS pool, London UK, pionline.com 2026


CIO at South Carolina RSIC $50.3B promoted Oct 2025, pionline.com 2026


South Carolina RSIC public pension $50.3B AUM, South Carolina, pionline.com 2025


Permanent CIO at NYC Bureau of Asset Management NYC Retirement Systems, appointed interim Jan 2026 permanent Mar 2026, pionline.com 2026


NYC Bureau of Asset Management managing NYC pension funds, New York City, pionline.com 2026


CIO at Smart Pension London promoted Apr 2026, pionline.com 2026


Smart Pension UK master trust, London UK, pionline.com 2026


Deputy CIO Private Markets at CalPERS, named within week of Jun 2026, pionline.com 2026


California Public Employees Retirement System $500B+ AUM, Sacramento California, pionline.com 2026


University of Sydney Endowment, 19 years tenure, $3B AUM. Source: Markets Group 2025 Elite Private Equity Allocators Part 2


Allstate Investments, leads $10B private and alternative investment portfolio, 21 years tenure. Source: Markets Group 2025 Elite Private Equity Allocators Part 2


AAA (The Auto Club Group), oversees PE/credit/real estate/infrastructure, 2 years tenure, $10B AUM. Source: Markets Group 2025 Elite Private Equity Allocators Part 2


Johnson & Johnson Pension Fund, leads global PE/credit/real assets strategy, 8 years tenure, $65B AUM. Source: Markets Group 2025 Elite Private Equity Allocators Part 2


Samsung Asset Management, Seoul, oversees PE strategies and manager relationships, 5 years tenure, $244B AUM. Source: Markets Group 2025 Elite Private Equity Allocators Part 2


New Jersey Division of Investment, 2 years tenure, Chair of Private Equity Women Investor Network (PEWIN). Source: Markets Group 2025 Elite Private Equity Allocators Part 3


Generali (Insurance Group Asset Management), Trieste Italy, 26 years tenure, $998B AUM. Source: Markets Group 2025 Elite Private Equity Allocators Part 3


Leona M. and Harry B. Helmsley Charitable Trust, New York, 10 years tenure, $7B AUM. Source: Markets Group 2025 Elite Private Equity Allocators Part 3


San Francisco Employees' Retirement System (SFERS), 16 years tenure, $10B private markets portfolio. Source: Markets Group 2025 Elite Private Equity Allocators Part 3


Robert Wood Johnson Foundation, Princeton, 18 years tenure, $12B AUM. Source: Markets Group 2025 Elite Private Equity Allocators Part 3


Caisse de dépôt et placement du Québec (La Caisse), Montreal, previously MD/head of origination at PSPIB. Source: Markets Group 2025 Elite Private Equity Allocators Part 1


Teacher Retirement System of Texas (TRS), Austin, Board Chair Institutional Limited Partners Association, formerly AlpInvest Partners/Morgan Stanley. Source: Markets Group 2025 Elite Private Equity Allocators Part 1


The John D. and Catherine T. MacArthur Foundation, Chicago, formerly Foothill Capital/Sanyo Bank/PricewaterhouseCoopers. Source: Markets Group 2025 Elite Private Equity Allocators Part 1


Hyundai Marine & Fire Insurance Co. Ltd., Seoul, formerly ABL Life/Meritz Asset Management. Source: Markets Group 2025 Elite Private Equity Allocators Part 1


Dallas Police and Fire Pension System, Dallas, leads private markets strategy, formerly investment officer Fort Worth Employees' Retirement Fund. Source: Markets Group 2025 Elite Private Equity Allocators Part 1


Macquarie Capital. Source: Disruption Banking, May 2025


Blackstone, oversees $432.3B credit and insurance segment (Q3 2025), maintains 9.4% 20-year private credit returns average. Source: Q3 2025 earnings, AOL News


KKR & Co. (founded 1976). Source: Disruption Banking 2025


BlackRock (Preqin parent company), formerly Blackstone 1980s. Source: Disruption Banking 2025


CPPIB (Canada Pension Plan Investment Board), formerly CalPERS CIO, Franklin Resources Executive. Hired March 2025. Source: Bloomberg, Pensions & Investments


CalPERS (California Public Employees' Retirement System), June 2025. Source: CalPERS, 2025 Allocators' Choice Awards


Square Nine Capital, launching 2025, ex-CalPERS CIO, opportunistic middle market strategy, seeking $1B. Source: With Intelligence 2025


Square Nine Capital, ex-Morgan Stanley private credit. Source: With Intelligence 2025


Bradford, United Kingdom; €26 billion (£23 billion) AUM


Square Nine Capital, ex-Colbeck Capital. Source: With Intelligence 2025


Lane42 Investment Partners, launched March 2025, $2B seed from Millennium Management, asset-based finance/special situations/opportunistic credit. Source: With Intelligence 2025


Named next CIO at CalPERS, prior CIO New Zealand Super Fund, pionline.com 2024


New Zealand Superannuation Fund sovereign wealth, Auckland New Zealand, pionline.com 2024


Co-CIO at Ontario Teachers Pension Plan, dual CIO structure, 2yr milestone 2026, pionline.com 2026


Ontario Teachers Pension Plan Canadian pension $247B+ AUM, Toronto Canada, pionline.com 2026


Kimmik Capital, London, ex-Angelo Gordon, raising £300-500M (~$400-665M). Source: With Intelligence 2025


Kimmik Capital, ex-Goldman Sachs. Source: With Intelligence 2025


Pittsburgh, Pennsylvania; $4.5 billion AUM


Kimmik Capital, ex-Credit Suisse. Source: With Intelligence 2025


Corinthia Global Management, direct lending, London. Source: With Intelligence 2025


Corinthia Global Management, Chicago office. Source: With Intelligence 2025


Chief Financial Officer; 9 years tenure; Vienna, Austria


Chief Investment Officer; 9 years tenure; Stockholm, Sweden


Corinthia Global Management, New York. Source: With Intelligence 2025


Head of ESG and Senior Vice President; 20 years tenure; Copenhagen, Denmark


D2 Asset Management, Dallas, asset-based finance. Source: With Intelligence 2025


Chief Financial Investment Officer; 14 years tenure; Rome, Italy


Chief Investment Officer; 1 year tenure; Bradford, United Kingdom


HMC Capital, Sydney, corporate credit. Source: With Intelligence 2025


General Manager and Chief Investment Officer; 11 years tenure (CIO since 2014); Rome, Italy


Chief Executive Officer; 16 years tenure (CEO since November 2024); Stockholm, Sweden


Managing Director of Capital Investments; 12 years tenure (since 2014); Düsseldorf, Germany


HMC Capital, Sydney. Source: With Intelligence 2025


Chief Investment Officer and Chief Financial Officer; 41 years tenure (CIO since 2010); Rome, Italy


Point72, New York, asset-based finance. Source: With Intelligence 2025


Head of Finance; 12 years tenure (since 2013); Rome, Italy


Point72 Private Capital. Source: With Intelligence 2025


Managing Director, Investments; 2 years tenure; Baltimore, MD; $9B AUM


Investment Director; 8 years tenure; Los Angeles, CA; $5B AUM


Vice President and Director of Investments; 3 years tenure; Charlotte, NC; $5.1B AUM


Canal Road Group, Miami, direct lending. Source: With Intelligence 2025


Head of Alternative Investments; 3 years tenure; Miami, FL; $9B AUM


Managing Director; 21 years tenure; Chicago, IL; $16.7B AUM


Indago Capital, New York, asset-based finance, ex-Sculptor. Source: With Intelligence 2025


Managing Director – Private Assets; 19 years tenure; Battle Creek, Michigan; $10 billion AUM


Indago Capital. Source: With Intelligence 2025


Managing Director; 3 years tenure; Boston, New England; $2.85 billion AUM


Managing Director of Investments; 10 years tenure; Pittsburgh, Pennsylvania; $4.5 billion AUM


Kinnerton Hill, London, special situations. Source: With Intelligence 2025


Senior Director, Investments; 5 years tenure; Memphis, Central States; $9 billion AUM


Kinnerton Hill, London. Source: With Intelligence 2025


Managing Director, Real Assets & Sustainable Investments; 9 years tenure; Chicago, Midwest; $9.3 billion AUM


GoldenTree Asset Management, founded 2000, $62B+ AUM, 27 partners, ~320 employees. Source: GoldenTree website, Crunchbase, Bloomberg 2025


Deerpath Capital Management LP, founded 2007, $14B+ invested across 1,200+ transactions, middle market senior direct lending. Source: Deerpath website, Mergr, Bloomberg 2025


Baylor University. Source: 2025 Allocators' Choice Awards


New York-Presbyterian. Source: 2025 Allocators' Choice Awards


Selective Insurance. Source: 2025 Allocators' Choice Awards


GE Investment Management. Source: 2025 Allocators' Choice Awards


Heinz Family Office. Source: 2025 Allocators' Choice Awards


Toronto Transit Commission Pension Plan. Source: 2025 Allocators' Choice Awards


$432.3B credit and insurance AUM (Q3 2025). World's largest private credit fund (BCRED). Source: Q3 2025 earnings


$723B private credit AUM (Q3 2025). Source: Q3 2025 earnings


$391.5B private credit AUM (Q3 2025). Source: Q3 2025 earnings


$744B total AUM (Q4 2025). Source: 2025 rankings


$603B fee-bearing AUM (Q4 2025). Owner of Oaktree Strategic Credit Fund. Source: 2025 rankings


Direct credit funds, 34+ years private markets focus. AUM: varies by strategy. Source: SEC filings, Hamilton Lane website 2025


Multi-asset credit platform, Oaktree Strategic Credit Fund (now Brookfield). Source: Brookfield 2025


Founded 2000, $62B+ AUM, independent credit manager. Source: GoldenTree website 2025


Founded 2007, $14B+ invested, middle market senior direct lending, flagship fund exceeds $2B. Source: Deerpath website, Press Release 2025


$473B CAD AUM ($368B USD equiv). Source: Markets Group 2025


Increased PE allocation from 13% to 17%, rebuilding program. $15.5B+ annual PE commitments. Source: CalPERS 2025


$67B AUM, $10B private and alternative portfolio. Source: Markets Group 2025


Significant PE program. Source: Markets Group 2025


$10B private markets portfolio. Source: Markets Group 2025


Award winner 2025. Source: 2025 Allocators' Choice Awards


Americas private credit platform. Source: 2025


$2B seed investment to Lane42 Investment Partners. Source: With Intelligence 2025


$144B allocated to private equity. Leads global pension funds in PE allocation. Source: 2025 news


Asset-based finance platform, 2025. Source: With Intelligence 2025


Launching 2025, seeking $1B for opportunistic middle market strategy. Source: With Intelligence 2025


Launched March 2025, $2B seed from Millennium, asset-based finance/special situations. Source: With Intelligence 2025


Founded May 2024, London, raising £300-500M (~$400-665M) for opportunistic evergreen strategy. Source: With Intelligence 2025


London and Chicago offices, direct lending strategies. Source: With Intelligence 2025


Dallas, asset-based finance. Source: With Intelligence 2025


Sydney, corporate credit strategies. Source: With Intelligence 2025


Miami, direct lending. Source: With Intelligence 2025


New York, asset-based finance. Source: With Intelligence 2025


London, special situations. Source: With Intelligence 2025


Head of Principal Finance and Private Credit, Americas


FY2025 endowment, largest US university endowment


FY2025 endowment, second-largest US university


FY2025 public university system endowment


FY2025 public university system endowment and related foundations


FY2025 public university and foundations


Walmart family office, largest single-family office by AUM


Elon Musk family office, largest by reported assets


Michael Dell family office (DFO Management)


Multi-family office managing family wealth and external clients


Wallenberg family office, Swedish industrial dynasty


Koch Industries family office, Charles and Chase Koch


Canadian family office, David Thomson principal


Amancio Ortega (Inditex/Zara founder) family office


Raymond and Thomas Kwok, Hong Kong real estate and business


Mukesh Ambani (Reliance Industries) family office


Li Ka-Shing founder family office, Hong Kong conglomerate


L'Oréal heiress Françoise Bettencourt Meyers family office


Dubai royal family office, Sheikh Mohammed bin Rashid


Cargill and MacMillan families family office


Hermès luxury brand family office, Dumas family (100+ members)


Jim Simons (Renaissance Technologies founder, deceased) widow Marilyn Simons


Dirk, Robert, and Daniel Ziff technology family office


Lakshmi Mittal (ArcelorMittal) family office


Chase Coleman III venture capital and family office


CEO of Harvard Management Company, managing $56.9B endowment


Yale Investments CIO, leads endowment of $44.15B


CEO/CIO of Stanford Management Company, managing $40.79B endowment


Brown University endowment CIO, managing ~$7B


Northwestern University endowment CIO, managing $15.17B


Lehigh University endowment CIO, managing $2.3B


University of Richmond endowment CIO (Spider Management)


CIO of Cascade Investment LLC (Bill Gates family office), managing $169B-$175B


Managing Director of Bezos Expeditions family office


Chairman of Mousse Partners (Wertheimer/Chanel family office)


Founder of ICONIQ Capital, managing $80B+ multi-family office


CEO/CIO of Soros Fund Management, managing $25B


Chairman & CEO of LVMH, family office principal overseeing ~$88B-$310B in family wealth


Executive Chairman of Hermès, family office principal


CEO of Chanel (Wertheimer family), principal of Mousse Partners


L'Oréal heiress, principal of Bettencourt Meyers family office


Chairman of Thomson Family Office / Woodbridge Company, managing $54B-$72B


Chairman of Walton Enterprises LLC, Walmart family principal


Mexican billionaire, principal of Slim family office


Brazilian billionaire, principal of Lemann family office (~$27B)


Principal of Ferrero family office (~$36B), confectionery company


ArcelorMittal founder, principal of Mittal family office (~$24B)


CEO of Harvard Management Company managing endowment since 2015, retiring late 2027


CIO of Yale Investments Office, appointed 2021, successor to David Swensen


CEO/CIO of Stanford Management Company since 2015, former Alta Advisers CEO


Chief Investment Officer managing Brown's ~$7B endowment


Chief Investment Officer managing Northwestern's $15.17B endowment


CIO managing Lehigh's $2.3B endowment, appointed 2025


CIO of Spider Management (University of Richmond endowment management)


Chief Investment Officer of Bill Gates' family office, managing $169B-$175B


Managing Director of Jeff Bezos family office


Chairman of Wertheimer/Chanel family office


Founder and managing partner of $80B+ multi-family office


CEO/CIO of Soros Fund Management managing $25B


Executive Chairman of Hermès, oversees family office


Chanel owner, principal of Wertheimer/Mousse Partners family office


L'Oréal heiress, principal of $110B family office


Canadian billionaire, chairman and principal of family office


Walmart heir, chairman of Walton family office


Mexican billionaire, principal of ~$34B family office


Principal of Ferrero family office, confectionery conglomerate


ArcelorMittal founder, principal of ~$24B family office


Tick51 source-quality audit flagged BNP row evidence as a wrong-subject SocGen article.


Tick51 source-quality audit flagged UBS row evidence as a wrong-subject SocGen article.


Tick51 source-quality audit reiterated that the top ALSAC row uses local recovered evidence rather than externally checkable investment-source proof.


Tick51 source-quality audit flagged Chicago RFP cluster, Northeast Pension Consortium, MassPRIM, Harvard, Goldman survey rows, SURS/VRS terminations, J.P. Morgan Private Bank, Taproot, SMA allocators, Goldman cap-intro, Murdock Trust, and broad institutional demand rows for re-sourcing.


CIO at ASFAR Saudi PIF subsidiary Riyadh, 2yr tenure, 20yr+ PE VC M&A Aramco corporate dev $69B SABIC GFH Investcorp Citi JPMorgan NEA, Yale MBA Michigan State BS EE, marketsgroup.org 2025 Elite Middle East Asia-Pacific Allocators Part 1


ASFAR Saudi Arabias Public Investment Fund subsidiary, Riyadh Saudi Arabia, marketsgroup.org 2025


CIO at Pension Fund of Japanese Corporations Tokyo, 16yr tenure, prior Russell Investments Japan MD Toyota Fujitsu Sumitomo Life Insurance PE risk ALM, Tokyo precision machinery BS, marketsgroup.org 2025 Elite Middle East Asia-Pacific Allocators Part 1


Pension Fund of Japanese Corporations private pension, Tokyo Japan, marketsgroup.org 2025


Country Head Japan at Tsao Family Office Tokyo, 3yr tenure, 30yr+ RE investment abrdn Manulife AXA IM Singapore ING Real Estate GE Mitsui Fudosan, Stanford MBA Hitotsubashi BS, marketsgroup.org 2025 Elite Middle East Asia-Pacific Allocators Part 1


Tsao Family Office single-family office, Singapore, marketsgroup.org 2025


Founder CEO at Wynnes Family Group Singapore, 27yr tenure est 1998, 40yr wealth management, board Reliance AM Singapore, marketsgroup.org 2025 Elite Middle East Asia-Pacific Allocators Part 1


Wynnes Family Group multi-family office, Singapore, marketsgroup.org 2025


Head Investment Strategy at Australian Retirement Trust Sydney, 15yr tenure joined 2010, prior Guardians NZ Super investment strategist Milliman financial risk, Macquarie U commerce applied finance FIAA, marketsgroup.org 2025 Elite Middle East Asia-Pacific Allocators Part 2


Australian Retirement Trust superannuation fund formerly Sunsuper, Sydney Australia, marketsgroup.org 2025


Head Asset Allocation at NZ Super Fund Auckland, 10yr tenure joined 2015, prior MIR Investment head quant research Commonwealth Bank head equities research Deloitte principal economist, UC Berkeley PhD agricultural resource economics, marketsgroup.org 2025 Elite Middle East Asia-Pacific Allocators Part 2


New Zealand Superannuation Fund sovereign wealth, Auckland New Zealand, marketsgroup.org 2025


Senior Director Strategic Tactical Asset Allocation at Thailand Government Pension Fund Bangkok, 19yr tenure, prior Kasikorn AM Bank of Thailand TISCO Securities, George Washington PhD operations research, marketsgroup.org 2025 Elite Middle East Asia-Pacific Allocators Part 2


Thailand Government Pension Fund sovereign pension, Bangkok Thailand, marketsgroup.org 2025


Group CEO at Private Department HE Sheikh Mohammed Bin Khalid Al Nahyan Dubai, 2yr tenure, founder Profit Financial Advisory prior EIG Investment VIC Group, Maryland DBA SBS Swiss DGE, marketsgroup.org 2025 Elite Middle East Asia-Pacific Allocators Part 2


Private Department Sheikh Mohammed Bin Khalid Al Nahyan family office Dubai UAE, marketsgroup.org 2025


Partner at Blauwpark Partners MFO Singapore, 5yr tenure, co-founder tryb Group prior GIC integrated strategies PE Rabobank MAS, MSc applied finance aeronautical engineering, marketsgroup.org 2025 Elite Middle East Asia-Pacific Allocators Part 2


Blauwpark Partners multi-family office, Singapore, marketsgroup.org 2025


CIO at Generali Malaysia Insurance Group Kuala Lumpur, 2yr tenure, prior Bank Negara Great Eastern Life AmGeneral Insurance AXA Affin Insurance, marketsgroup.org 2025 Elite Middle East Asia-Pacific Allocators Part 3


Generali Malaysia Insurance Group insurer, Kuala Lumpur Malaysia, marketsgroup.org 2025


CIO at Al Maktoum Investment Group Dubai, 1yr tenure, 15yr entrepreneur strategist energy finance healthcare tech, marketsgroup.org 2025 Elite Middle East Asia-Pacific Allocators Part 3


Director Investment Office at ANU Endowment Canberra, 8yr tenure appointed 2017, Loyola MBA finance, marketsgroup.org 2025 Elite Middle East Asia-Pacific Allocators Part 3


Australian National University Endowment, Canberra Australia, marketsgroup.org 2025


Head Investment Office at SUSS Endowment Singapore, 3yr tenure, 20yr institutional family office S6 Family Office Sentosa Development Singapore Press Holdings, NTU accountancy, marketsgroup.org 2025 Elite Middle East Asia-Pacific Allocators Part 3


SUSS Singapore University of Social Sciences Endowment, Singapore, marketsgroup.org 2025


Head Investments at Hong Kong Jockey Club Foundation, 8yr tenure joined 2017, prior HSBC Union Bancaire Privee SEI Investments HF coverage alts, York BBA finance HKU MSc nonprofit mgmt, marketsgroup.org 2025 Elite Middle East Asia-Pacific Allocators Part 3


Hong Kong Jockey Club Foundation philanthropic, Hong Kong, marketsgroup.org 2025


Founder CEO at AP Family Office Sydney A$1B+, 20yr+ family office wealth mgmt investment accounting, founding partner AP Accountancy, marketsgroup.org 2025 Elite Middle East Asia-Pacific Allocators Part 4


AP Family Office multi-family office A$1B+ AUM, Sydney Australia, marketsgroup.org 2025


CIO at Nasfund Port Moresby PNG, 5yr tenure, 15yr financial economics public policy Oil Search VP asset strategy PacWealth Capital head investments Kumul Consolidated Holdings, Cardiff MSc international economics, marketsgroup.org 2025 Elite Middle East Asia-Pacific Allocators Part 4


Nasfund Papua New Guinea superannuation fund, Port Moresby PNG, marketsgroup.org 2025


Executive Investment Director at Kewpie Pension Fund Tokyo, 37yr tenure, prior Nakashimato overseas food imports, Waseda social science BS, marketsgroup.org 2025 Elite Middle East Asia-Pacific Allocators Part 4


Kewpie Pension Fund Japanese corporate pension, Tokyo Japan, marketsgroup.org 2025


Investment Team Leader at State Super Sydney, 9yr tenure, ML applications pension funds, prior Media Super Mercer, MCom BCompEng CFA 2025 CFA Institute President Council Rep, marketsgroup.org 2025 Elite Middle East Asia-Pacific Allocators Part 4


State Super Australian superannuation fund, Sydney Australia, marketsgroup.org 2025


CIO Founder at JRT Partners Singapore, 10yr tenure, 20yr+ Citi Private Bank ABN Amro JPMorgan UBS Commonwealth Bank, marketsgroup.org 2025 Elite Middle East Asia-Pacific Allocators Part 4


JRT Partners single-family office, Singapore, marketsgroup.org 2025


CIO at Noritz Corporate Pension Fund Akashi Japan, 11yr tenure, 30yr+ Dai-ichi Mutual Life Insurance foreign equities domestic loans overseas macro external manager DD, Tokyo agriculture BA Wharton MBA, marketsgroup.org 2025 Elite Middle East Asia-Pacific Allocators Part 5


Noritz Corporate Pension Fund Japanese corporate pension, Akashi Japan, marketsgroup.org 2025


Head Investment Stewardship at VFMC Melbourne, 5yr tenure joined 2020, 20yr+ CCI AM $2B head investments Macquarie Aviva Lonsec IOOF, Macquarie MA applied finance RMIT BB, marketsgroup.org 2025 Elite Middle East Asia-Pacific Allocators Part 5


Victorian Funds Management Corporation VFMC government investment manager, Melbourne Australia, marketsgroup.org 2025


CIO at Brighter Super Sydney, 3yr tenure appointed Feb 2022, 30yr+ CIO Christian Super CIO ANZ wealth private banking UBS chief economist Australia RBA economist, Macquarie BA economics LSE MSc economics, marketsgroup.org 2025 Elite Middle East Asia-Pacific Allocators Part 5


Brighter Super Australian superannuation fund, Sydney Australia, marketsgroup.org 2025


Senior Director Strategic Tactical Asset Allocation


Executive Investment Director 37yr tenure


$383.4B AUM (2026), California, USA. Largest US public pension fund.


CalPERS CIO, appointed 2024. Former CIO of New Zealand Superannuation Fund.


CalPERS, manages $383.4B public markets portfolio. Former senior investment director at CalSTRS.


$417.3B AUM (May 2026), California, USA. Largest educator-only pension fund.


$189.8B AUM (2018 estimate), New York, USA. Third largest US city pension fund.


NYC Comptroller's Bureau of Asset Management ($316.34B), appointed 2026.


$146.3B AUM (2018 est.), Texas, USA. 6th largest US pension fund.


$110.0B AUM (2018 est.), Wisconsin, USA.


$106.9B AUM (2018 est.), North Carolina, USA.


$104.3B AUM (2018 est.), Washington, USA.


$1.0T AUM (2026), USA. Largest US pension fund overall.


FRTIB ($1T), promoted from deputy CIO in 2025-2026.


$110.5B AUM (2026), Michigan, USA. State pension system.


Michigan Department of Treasury ($110.5B), appointed 2008.


$81.08B AUM (March 2026), Illinois, USA.


$55.0B AUM (2026), Illinois, USA. 95.8% funded.


$72.8B AUM (June 2026), Pennsylvania, USA.


New Mexico, USA. Investment management for state funds.


New Mexico State Investment Council, appointed March 2026. Former CIO of Hawaii Employees' Retirement System.


Wyoming State Treasurer's Office, appointed January 2026.


Texas Municipal Retirement System, appointed January 2026.


Minnesota, USA. $4.3B private markets pacing plan for 2026.


Connecticut, USA. $1.17B+ private markets commitments in 2026.


$2.20T AUM (April 2026), Norway. World's largest pension/SWF.


C$793.3B / $793.3B AUM (March 2026), Canada. 7th largest pension fund worldwide.


$517B AUM (2026), Quebec, Canada. 2nd largest Canadian pension fund.


$279.4B AUM (December 2025), Ontario, Canada.


Ontario, Canada. Major public-sector pension fund.


€601B AUM (December 2025), Netherlands. Direct subsidiary of Stichting Pensioenfonds ABP.


United Kingdom. Largest UK pension fund (2022). Private pension for higher education.


New Zealand. Government pension pre-funding fund founded 2001.


$1.2T AUM (2026), USA. Fortune 500 company serving 4.7M individuals.


Wholly owned subsidiary of TIAA. Investment solutions provider.


United Kingdom. Local government pension scheme.


Northern LGPS, appointed 2026. Former CIO of West Yorkshire Pension Fund.


United Kingdom. UK retirement plan provider.


Smart Pension, London, promoted to CIO in 2026.


L&G Institutional Retirement, appointed 2026. Former CIO of Pension Insurance Corporation.


GE Aerospace, manages ~$90B in pension and savings assets.


Mercer, appointed effective May 1, 2026.


Chief Investment Officer, CalPERS $383.4B


Deputy CIO Public Markets, manages $383.4B public markets


Former senior investment director at CalSTRS


Senior Investment Director, Private Markets & SISS, appointed August 2025


Investment Director, SISS, appointed December 2025


Chief Investment Officer, $316.34B Bureau of Asset Management


Chief Investment Officer, $110.5B pension system


Chief Investment Officer, $27B portfolio


Chief Investment Officer, appointed March 2026


Chief Investment Officer, appointed January 2026


Chief Investment Officer, appointed 2026


Chief Investment Officer, Global Pensions and Insurance, ~$90B


Global Chief Investment Officer, appointed May 1, 2026


Managing Partner Co-CIO at Evoke Advisors $20-25B LA, 25yr+ investment consulting, prior Merrill Lynch institutional consulting $10B+ co-founded ARIS launched RPAR ETF, CFA CIMA CFP CLU ChFC JD UC Hastings, marketsgroup.org 2025 Elite Private Wealth CIOs Part 1


South Carolina Retirement System Investment Commission; appointed Oct 20, 2025; https://www.pionline.com/people-on-the-move/pi-south-carolina-retirement-system-cio-bryan-moore/


Evoke Advisors RIA $20-25B AUM, Los Angeles California, marketsgroup.org 2025


AUM: $50.3 billion; https://www.pionline.com/people-on-the-move/pi-south-carolina-retirement-system-cio-bryan-moore/


CIO Partner at Cerity Partners $100-150B NYC, 35yr+ investment management, prior Deutsche Bank Private Wealth CIO US 1994+, marketsgroup.org 2025 Elite Private Wealth CIOs Part 1


London CIV; appointed Jan 24, 2025; https://www.pionline.com/pension-funds/london-civ-names-jenny-buck-incoming-cio-replacing-aoifinn-devitt/


Cerity Partners RIA $100-150B AUM, New York City, marketsgroup.org 2025


London CIV; departing as CIO; https://www.pionline.com/pension-funds/london-civ-names-jenny-buck-incoming-cio-replacing-aoifinn-devitt/


Managing Partner CIO at Fiducient Advisors $300-400B Chicago, joined 2012 researcher partner 2018 deputy CIO CIO 2023, prior Citigroup Wells Fargo, Colorado BA CFA, marketsgroup.org 2025 Elite Private Wealth CIOs Part 1


London pension investment collective; https://www.pionline.com/pension-funds/london-civ-names-jenny-buck-incoming-cio-replacing-aoifinn-devitt/


Fiducient Advisors OCIO $300-400B AUM, Chicago Illinois, marketsgroup.org 2025


New York City Retirement Systems; transitioned from interim to permanent CIO on Mar 31, 2026; https://www.pionline.com/institutional-investors/pension-funds/pi-new-york-city-cio-monte-tarbox/


CIO at True North Advisors Western Alternative Strategies $5-10B Dallas, 20yr+ public private markets M&A project finance power water infra Wachovia VP Russell Investment, IIT BTech U Georgia MBA CFA, marketsgroup.org 2025 Elite Private Wealth CIOs Part 1


True North Advisors RIA $5-10B AUM, Dallas Texas, marketsgroup.org 2025


Michigan MERS; promoted Feb 13, 2026; https://www.pionline.com/people-on-the-move/pi-michigan-mers-michael-charette-deputy-cio/


Founder CEO at AlphaCore Advisory $1-5B San Diego, 25yr wealth advisory, prior Altegris Investments partner EVP, inaugural CAIA member, San Diego BS business admin, marketsgroup.org 2025 Elite Private Wealth CIOs Part 1


AlphaCore Advisory RIA $1-5B AUM, San Diego California, marketsgroup.org 2025


Named as next CIO of CalPERS; previously CIO at New Zealand Super; https://www.pionline.com/pension-funds/exclusive-interview-calpers-names-new-zealand-supers-stephen-gilmore-next-cio/


CIO at Mercer Advisors $67B Denver, 20yr tenure, oversees PE VC credit HF private markets, Chicago Booth MBA Widener MS taxation CFP QPA AIF, marketsgroup.org 2025 Elite Private Wealth CIOs Part 1


New Zealand superannuation fund; https://www.pionline.com/pension-funds/exclusive-interview-calpers-names-new-zealand-supers-stephen-gilmore-next-cio/


Mercer Advisors RIA $67B AUM, Denver Colorado, marketsgroup.org 2025


California Public Employees' Retirement System; https://www.pionline.com/pension-funds/exclusive-interview-calpers-names-new-zealand-supers-stephen-gilmore-next-cio/


CIO at Cresset Capital $50-75B Chicago, 30yr+ money management, prior BMO Harris Bank EVP CIO 2001-2018, author Reading Minds and Markets WSJ bestseller, Boston U finance professor, Vassar math CS AB Boston U MBA CFA, marketsgroup.org 2025 Elite Private Wealth CIOs Part 1


AP Pension; promoted from Chief of Equities on May 10, 2021; https://www.pionline.com/pension-funds/ap-pension-promotes-equities-chief-cio/


Cresset Capital family office wealth management $50-75B AUM, Chicago Illinois, marketsgroup.org 2025


Investment Leader at LGT Financial Advisors $100-150B Dallas, 24yr+ AM portfolio construction, prior Rosewood single-family office, 25% YoY asset growth, Baylor BBA SMU MBA CFA CAIA, marketsgroup.org 2025 Elite Private Wealth CIOs Part 1


Ilmarinen; appointed 2025; https://www.pionline.com/pension-funds/finlands-ilmarinen-chooses-mikko-mursula-ceo/


LGT Financial Advisors private wealth $100-150B AUM, Dallas Texas, marketsgroup.org 2025


Finnish pension insurance company; https://www.pionline.com/pension-funds/finlands-ilmarinen-chooses-mikko-mursula-ceo/


CIO Chairman IC at Beacon Pointe Advisors $20-25B Newport Beach, prior UBS Global AM US core plus EM corporate debt PIMCO IG corporate Salomon Brothers, Illinois BS accountancy Booth MBA CFA CAIA CPA, marketsgroup.org 2025 Elite Private Wealth CIOs Part 2


Pension Protection Fund; lined up as next CEO on Jan 17, 2024; https://www.pionline.com/pension-funds/pension-protection-fund-lines-michelle-ostermann-next-ceo


Beacon Pointe Advisors RIA $20-25B AUM, Newport Beach California, marketsgroup.org 2025


CIO at CAPTRUST $100-150B Boston, 30yr+ AM, prior Boston Advisors president CIO Freedom Capital Shawmut Investment Management The Boston Company, CFA CFA Society Boston, marketsgroup.org 2025 Elite Private Wealth CIOs Part 2


Formerly CEO of Hassana Investment Co ($320 billion pension fund); appointed Saudi chairman at Brookfield; https://www.pionline.com/institutional-investors/sovereign-wealth-funds/pi-brookfield-ex-saudi-chairman-pension-fund-saad-alfadly/


CAPTRUST retirement advisory $100-150B AUM, Boston Massachusetts, marketsgroup.org 2025


Saudi Arabia; AUM: $320 billion; https://www.pionline.com/institutional-investors/sovereign-wealth-funds/pi-brookfield-ex-saudi-chairman-pension-fund-saad-alfadly/


Co-CIO at Creative Planning $200-300B Chicago, 20yr managing investments HNW family offices institutions, IIT Madras PhD mechanical engineering Chicago Booth MBA CFA, marketsgroup.org 2025 Elite Private Wealth CIOs Part 2


Creative Planning RIA $200-300B AUM, Chicago Illinois, marketsgroup.org 2025


Acumen; appointed May 9, 2025; former Bridgewater executive and Danish pension fund CEO; https://www.pionline.com/money-management/acumen-names-carsten-stendevad-former-bridgewater-exec-and-danish-pension-fund-ceo/


CIO Director Research at LPL Financial $35-50B Charlotte, 30yr global markets, prior Bower Hill Capital CIO Ameriprise Financial global AA committee Salomon Citigroup, Florida State BS economics CFA, marketsgroup.org 2025 Elite Private Wealth CIOs Part 2


LPL Financial broker-dealer wealth management $35-50B AUM, Charlotte North Carolina, marketsgroup.org 2025


Bridgewater Associates; employer of Carsten Stendevad; https://www.pionline.com/money-management/acumen-names-carsten-stendevad-former-bridgewater-exec-and-danish-pension-fund-ceo/


CIO at Bleakley Financial Group $10-15B NYC, 30yr macroeconomic analysis, prior Lindsey Group MD chief market analyst Omega Advisors macro PM Miller Tabak equity strategy, George Washington BBA finance magna cum laude, marketsgroup.org 2025 Elite Private Wealth CIOs Part 2


Federal Retirement Thrift Investment Board; appointed Mar 11, 2026; https://www.pionline.com/people-on-the-move/pi-federal-retirement-thrift-board-cio/


Bleakley Financial Group RIA $10-15B AUM, New York City, marketsgroup.org 2025


FRTIB manages the Thrift Savings Plan; https://www.pionline.com/people-on-the-move/pi-federal-retirement-thrift-board-cio/


CIO Systematic Strategies at Focus Partners Wealth $20-30B St Louis, 17yr tenure, co-authored 3 books with Larry Swedroe Journal of Investing, Missouri State BS finance SLU MBA CFA CFP, marketsgroup.org 2025 Elite Private Wealth CIOs Part 4


Maryland State Retirement & Pension System; appointed Nov 2025; https://www.pionline.com/people-on-the-move/pi-maryland-retirement-pension-chief-investment-officer-november-2025/


Focus Partners Wealth RIA $20-30B AUM, St Louis Missouri, marketsgroup.org 2025


Founding Partner CIO at Summit Trail Advisors $20-30B NYC, 9yr tenure, 20yr+ private wealth, prior Barclays Wealth global head alts Lehman Brothers Neuberger Berman Trust Cambridge Associates, Wake Forest BA CFA, marketsgroup.org 2025 Elite Private Wealth CIOs Part 4


AIMCo (Alberta Investment Management Co.); appointed Dec 13, 2022; https://www.pionline.com/pension-funds/aimco-appoints-marlene-puffer-cio/


Summit Trail Advisors RIA $20-30B AUM, New York City, marketsgroup.org 2025


Alberta Investment Management Corporation; https://www.pionline.com/pension-funds/aimco-appoints-marlene-puffer-cio/


CIO Partner at Evercore Wealth Management $10-15B NYC, 16yr tenure, 30yr+ HNW portfolio mgmt prior US Trust 24yr $2B, Bucknell BA NYU MBA CFA, marketsgroup.org 2025 Elite Private Wealth CIOs Part 4


CAAT Pension Plan; promoted Feb 5, 2026; https://www.pionline.com/people-on-the-move/pi-caat-pension-fahey-cio-haque/


Evercore Wealth Management RIA $10-15B AUM, New York City, marketsgroup.org 2025


CAAT Pension Plan; https://www.pionline.com/people-on-the-move/pi-caat-pension-fahey-cio-haque/


CIO at Whittier Trust Company $20-30B LA, 9yr tenure, 25yr+ Vanguard active passive equity Morgan Stanley IM Travelers Citigroup AM, Mumbai BS chemical engineering UConn MS chemical engineering MBA CFA, marketsgroup.org 2025 Elite Private Wealth CIOs Part 4


Lothian Pension Fund; selected as next CIO; https://www.pionline.com/pension-funds/lothian-pension-fund-selects-emmanuel-bocquet-next-cio/


Whittier Trust Company family office $20-30B AUM, Los Angeles California, marketsgroup.org 2025


Lothian Pension Fund; https://www.pionline.com/pension-funds/lothian-pension-fund-selects-emmanuel-bocquet-next-cio/


CIO at NewEdge Wealth $15-20B NYC, 2yr tenure, prior Fieldpoint Private Securities chief market strategist BofA senior equity analyst, Rollins undergrad and MBA, marketsgroup.org 2025 Elite Private Wealth CIOs Part 4


Knights of Columbus Asset Advisors; appointed Feb 2026; https://www.pionline.com/people-on-the-move/pi-knights-columbus-cio-devaraj-oppenheimer/


NewEdge Wealth RIA $15-20B AUM, New York City, marketsgroup.org 2025


Knights of Columbus subsidiary; https://www.pionline.com/people-on-the-move/pi-knights-columbus-cio-devaraj-oppenheimer/


CIO at Trilogy Financial $50-75B Denver, 1yr tenure, 25yr+ Ashton Thomas CIS Wells Fargo Private Bank regional CIO $49B JPMorgan Citigroup, CFA CAIA, marketsgroup.org 2025 Elite Private Wealth CIOs Part 4


New Mexico State Investment Council; appointed Mar 24, 2026; previously CIO at Hawaii ERS; https://www.pionline.com/portfolio-management/chief-investment-officers/pi-new-mexico-state-investment-council-names-new-cio-march-2026/


Trilogy Financial wealth management $50-75B AUM, Denver Colorado, marketsgroup.org 2025


CIO at Brownson Rehmus Foxworth $5-10B Chicago, 16yr tenure, prior Illinois State Board Investment $6B equity Boeing IC chair $41B, Chicago BA economics CFA, marketsgroup.org 2025 Elite Private Wealth CIOs Part 4


Hawaii ERS; former employer of Kristin Varela; https://www.pionline.com/portfolio-management/chief-investment-officers/pi-new-mexico-state-investment-council-names-new-cio-march-2026/


Brownson Rehmus Foxworth family office advisory $5-10B AUM, Chicago Illinois, marketsgroup.org 2025


Realterm; appointed Nov 15, 2024; https://www.pionline.com/money-management/brian-oravec-named-realterms-chief-investment-officer-asia-pacific/


Realterm infrastructure/real assets firm; https://www.pionline.com/money-management/brian-oravec-named-realterms-chief-investment-officer-asia-pacific/


AIMCo; appointed Jul 11, 2025; promoted internally; https://www.pionline.com/institutional-investors/pension-funds/pi-aimco-chief-investment-officer-justin-lord-alberta-canada/


Bowdoin College; joined a family office on Feb 2026; https://www.pionline.com/people-on-the-move/pi-bowdoin-college-searching-chief-investment-officer-february-2026/


Bowdoin College endowment (Brunswick, Maine); https://www.pionline.com/people-on-the-move/pi-bowdoin-college-searching-chief-investment-officer-february-2026/


Ontario Teachers' Pension Plan; dual CIO structure with Gillian Brown; 2-year tenure as of Jan 22, 2026; https://www.pionline.com/portfolio-management/chief-investment-officers/pi-ontario-teachers-cio-interview/


Ontario Teachers' Pension Plan; dual CIO structure with Stephen McLennan; 2-year tenure as of Jan 22, 2026; https://www.pionline.com/portfolio-management/chief-investment-officers/pi-ontario-teachers-cio-interview/


OTPP; dual CIO leadership; https://www.pionline.com/portfolio-management/chief-investment-officers/pi-ontario-teachers-cio-interview/


Pension Insurance Corp.; appointed Mar 9, 2026; https://www.pionline.com/people-on-the-move/pi-pic-eakins-ceo-standard-life-athora-uk/


PIC; UK defined benefit pension insurer; https://www.pionline.com/people-on-the-move/pi-pic-eakins-ceo-standard-life-athora-uk/


People's Partnership; appointed Dec 4, 2024; https://www.pionline.com/pension-funds/peoples-partnership-appoints-phil-butler-deputy-chief-investment-officer


Guardian Life Insurance; manages $84 billion portfolio; https://www.pionline.com/portfolio-management/chief-investment-officers/pi-nicholas-liolis-cio-guardian-life-insurance/


Guardian Life Insurance; AUM: $84 billion; https://www.pionline.com/portfolio-management/chief-investment-officers/pi-nicholas-liolis-cio-guardian-life-insurance/


People's Pension; appointed Jul 1, 2025; UK master trust; https://www.pionline.com/people-on-the-move/pi-peoples-pension-chief-risk-officer/


LACERA; appointed Feb 4, 2026; https://www.pionline.com/people-on-the-move/pi-lacera-ceo-logo-kreimann-los-angeles/


Los Angeles County Employees Retirement Association; https://www.pionline.com/people-on-the-move/pi-lacera-ceo-logo-kreimann-los-angeles/


CIO (permanent); transitioned from interim status Mar 31, 2026


CIO; promoted from Chief of Equities on May 10, 2021


Saudi Chairman (current); from Hassana Investment


President/CIO; appointed May 9, 2025; from Bridgewater and Danish pension fund


Executive (previous); joined Acumen as President/CIO


CIO; appointed Nov 2025; $73.5 billion fund


CIO; appointed Mar 24, 2026; from Hawaii ERS


CIO Asia-Pacific; appointed Nov 15, 2024


CIO; appointed Jul 11, 2025; internal promotion


CIO (departing); joined family office Feb 2026


Co-CIO with Gillian Brown; 2-year tenure as of Jan 22, 2026


Co-CIO with Stephen McLennan; 2-year tenure as of Jan 22, 2026


CEO; appointed Mar 9, 2026; UK DB insurer


Chief Risk Officer; appointed Jul 1, 2025; UK master trust


CIO at Lido Advisors $20-30B LA, 10yr tenure, prior Union Bank of Israel Diamond District lead investment consultant, Michigan MADS Open U Israel MBA San Jose State BA CFA, marketsgroup.org 2025 Elite Private Wealth CIOs Part 3


Lido Advisors RIA $20-30B AUM, Los Angeles California, marketsgroup.org 2025


CIO at Perigon Wealth Management $5-10B Chicago, 1yr tenure, prior Wipfli Financial Advisors CIO Dimensional Fund Advisors Citibank CS Alternative Investments, Wellesley econ math UT Austin McCombs MBA, marketsgroup.org 2025 Elite Private Wealth CIOs Part 3


Perigon Wealth Management RIA $5-10B AUM, Chicago Illinois, marketsgroup.org 2025


CIO Partner at FFT Wealth Management $20-30B West Palm Beach, 6yr tenure, founded AM Global Family Investment Office, 12yr GenSpring Family Offices CIO $450M to $20B+, UNC Greensboro finance CFA, marketsgroup.org 2025 Elite Private Wealth CIOs Part 3


FFT Wealth Management RIA $20-30B AUM, West Palm Beach Florida, marketsgroup.org 2025


CIO at Mill Creek Capital Advisors $10-15B NYC, 4yr tenure, prior UBS Investment Strategy MD Lehman Brothers Barclays, NYU MS economics Georgia BS CAIA, marketsgroup.org 2025 Elite Private Wealth CIOs Part 3


Mill Creek Capital Advisors RIA $10-15B AUM, New York City, marketsgroup.org 2025


EVP CIO at Regions Asset Management $70B managed $150B advised Atlanta, 9yr tenure, prior Truist MD head institutional investments SunTrust CIO, Washington Lee BA UT Austin MBA CFA, marketsgroup.org 2025 Elite Private Wealth CIOs Part 3


Regions Asset Management Regions Bank wealth $70B managed, Atlanta Georgia, marketsgroup.org 2025


Co-CIO at Truist Advisory Services $50-75B Richmond, 5yr tenure, 25yr+ financial services SunTrust Northeast expansion, CFA CAIA member, marketsgroup.org 2025 Elite Private Wealth CIOs Part 3


Truist Advisory Services bank wealth management $50-75B AUM, Richmond Virginia, marketsgroup.org 2025


Chief Investment Strategist at Mariner Wealth Advisors $200-300B Cincinnati, 6yr tenure, prior US Bank PM Hilliard Lyons head investments Fifth Third AM director, DePauw BA economics Kellogg MM CFA, marketsgroup.org 2025 Elite Private Wealth CIOs Part 3


Mariner Wealth Advisors RIA $200-300B AUM, Cincinnati Ohio, marketsgroup.org 2025


CIO at The Family Office at Synovus $10-15B Columbus, 18yr tenure, prior SFO alts RE multi-gen trust SouthTrust bond trader, Alabama master BA economics CFA, marketsgroup.org 2025 Elite Private Wealth CIOs Part 3


The Family Office at Synovus bank $10-15B AUM, Columbus Georgia, marketsgroup.org 2025


Deputy CIO at LAFPP $33.5B LA, 13yr tenure, grew fund $13.9B to $33.5B top 10th pct, real assets investment policy, marketsgroup.org 2025 The Next Elite Part 1


LAFPP public pension $33.5B AUM, Los Angeles California, marketsgroup.org 2025


Deputy CIO Head PE at NYC Bureau of Asset Management $280B NYC, 10yr tenure, $39B PE alts credit portfolio, prior Small Business Investor Alliance director research Cross Research equity associate, CFA CAIA, marketsgroup.org 2025 The Next Elite Part 1


Deputy CIO at Utah Retirement Systems $45B Salt Lake City, 17yr tenure DCIO since 2015, prior corporate finance healthcare data systems, Utah adjunct finance professor CAIA Advisory Committee, marketsgroup.org 2025 The Next Elite Part 1


Utah Retirement Systems public pension $45B AUM, Salt Lake City Utah, marketsgroup.org 2025


Senior Director at TMRS $43B Austin, prior BofA Truist senior equity analyst 6yr Cambridge Associates endowment foundation, Yale MBA Richmond BS finance CFA CAIA, marketsgroup.org 2025 The Next Elite Part 2


TMRS public pension $43B AUM, Austin Texas, marketsgroup.org 2025


CRO at NYC Teachers Retirement System Bureau AM $286B NYC, prior JPMorgan AM global investment team CRO PrinceRidge Bear Stearns quant finance, Boston U PhD physical chemistry NYU Stern MBA, marketsgroup.org 2025 The Next Elite Part 2


NYC TRS public pension $286B AUM, New York City, marketsgroup.org 2025


Deputy CIO at EY pension $28B+ NYC, 15yr tenure, prior Hewitt Associates global manager research Dun Bradstreet director trust investments Thomson Financial CFO, CFA, marketsgroup.org 2025 The Next Elite Part 2


Ernst and Young corporate pension $28B+ AUM, New York City, marketsgroup.org 2025


Senior MD Investments Deputy CIO at Caltech Investment Office $4.2B Pasadena, prior Nazarian Enterprises SFO assoc director Stanford Management Company 5yr Robertson Stephens Jefferies sell-side, Harvard AB government magna cum laude UCLA Anderson MBA, marketsgroup.org 2025 The Next Elite Part 2


California Institute of Technology endowment $4.2B AUM, Pasadena California, marketsgroup.org 2025


Deputy CIO at TMRS $43B Austin, 10yr tenure DCIO scaling private markets, UK BBA MBA CFA CAIA FRM, marketsgroup.org 2025 The Next Elite Part 2


Westport, CT. AUM $78B as of June 2025. Pensions & Investments.


Evoke Advisors | marketsgroup.org 2025 Elite Private Wealth CIOs - Part 1


New York, NY. AUM $77.5B as of June 2025. Pensions & Investments.


Cerity Partners | marketsgroup.org 2025 Elite Private Wealth CIOs - Part 1


West Palm Beach, FL. AUM $76.1B as of June 2025. Pensions & Investments.


Fiducient Advisors | marketsgroup.org 2025 Elite Private Wealth CIOs - Part 1


Miami, FL. AUM $67.6B as of June 2025. Pensions & Investments.


True North Advisors & Western Alternative Strategies | marketsgroup.org 2025 Elite Private Wealth CIOs - Part 1


London, UK. AUM $66.5B as of June 2025. Pensions & Investments.


AlphaCore Advisory | marketsgroup.org 2025 Elite Private Wealth CIOs - Part 1


New York, NY. AUM $60.4B as of June 2025. Pensions & Investments.


Mercer Advisors | marketsgroup.org 2025 Elite Private Wealth CIOs - Part 1


Greenwich, CT. AUM $51B as of June 2025. Pensions & Investments.


HCR Wealth Advisors | marketsgroup.org 2025 Elite Private Wealth CIOs - Part 1


New York, NY. AUM $51B as of June 2025. Pensions & Investments.


Cresset Capital | marketsgroup.org 2025 Elite Private Wealth CIOs - Part 1


Multi-strategy quantitative fund. Hedgeweek 2025.


LGT Financial Advisors | marketsgroup.org 2025 Elite Private Wealth CIOs - Part 1


Tiger Global generates billions for clients annually. Chase Coleman is founder. InvestmentNews.


Beacon Pointe Advisors | marketsgroup.org 2025 Elite Private Wealth CIOs - Part 2


London, UK. Founded 2024. Raised $5B. Founded by Diego Megia, ex-Millennium. Hedgeweek 2024.


CAPTRUST | marketsgroup.org 2025 Elite Private Wealth CIOs - Part 2


New York, NY. Founded July 2024. AUM $5.3B. Founded by Bobby Jain, ex-Millennium CIO. Business Standard 2024.


Washington Trust Wealth Management | marketsgroup.org 2025 Elite Private Wealth CIOs - Part 2


Singapore. Founded 2025. AUM $1B+ from Millennium allocation. Qin Xiao (CIO), ex-Goldman commodities head. Hedgeweek 2025.


Creative Planning | marketsgroup.org 2025 Elite Private Wealth CIOs - Part 2


Singapore. Founded May 2025. Target AUM $700M. Neeraj Seth (Founder, CIO), ex-BlackRock APAC CIO. Hedgeweek 2025.


LPL Financial | marketsgroup.org 2025 Elite Private Wealth CIOs - Part 2


Amsterdam, Netherlands. Launched January 2025. AUM $50M-$400M target. Alfonso Peccatiello (Founder). Hedgeweek 2025.


Nottingham Advisors | marketsgroup.org 2025 Elite Private Wealth CIOs - Part 2


Abu Dhabi, UAE. Launched Q2 2025. Target AUM $150M. Founded by Martin Rasmussen (ex-UBS) and Claus Rosenberg Gotthard. Paragon Alpha 2025.


Bleakley Financial Group | marketsgroup.org 2025 Elite Private Wealth CIOs - Part 2


Hong Kong. Founded 2019. Manages multiple Japan-focused funds. Founders include Daisuke Nakayama (ex-JP Morgan) and Angus Wai (ex-Point72). Hedgeweek 2025.


MAI Capital Management | marketsgroup.org 2025 Elite Private Wealth CIOs - Part 2


Abu Dhabi, UAE. Target AUM $100B. Partnerships with BlackRock, Microsoft, OpenAI, Oracle. Founded 2025. Paragon Alpha 2025.


Abacus Wealth Partners | marketsgroup.org 2025 Elite Private Wealth CIOs - Part 2


New York. AUM $18.75B as of December 2025. Clark Tang (Manager). Focus: AI, software, semiconductors. Institutional Investor 2025.


Simon Quick Advisors | marketsgroup.org 2025 Elite Private Wealth CIOs - Part 2


New York. AUM $3B. Kate Fisher Baumann (Manager). Institutional Investor 2025.


Lido Advisors | marketsgroup.org 2025 Elite Private Wealth CIOs - Part 3


New York. AUM $1.2B. Hussein Sacoor (Manager). Institutional Investor 2025.


Perigon Wealth Management | marketsgroup.org 2025 Elite Private Wealth CIOs - Part 3


New York. Launched January 2025. Minimal AUM at launch. Farid Guindo (Founder). Institutional Investor 2025.


FFT Wealth Management | marketsgroup.org 2025 Elite Private Wealth CIOs - Part 3


New York. AUM $55B (private side). Malachi Price (Manager). Institutional Investor 2025.


Mill Creek Capital Advisors | marketsgroup.org 2025 Elite Private Wealth CIOs - Part 3


New York. Launched December 2023. Returns +274% net (through June 2025), +151% in 2024. Yuxi Li (Founder, CEO, CIO). Hedge Fund Journal 2025.


Regions Asset Management | marketsgroup.org 2025 Elite Private Wealth CIOs - Part 3


South Africa. Tumi Loate (Co-Portfolio Manager). Hedge Fund Journal 2025.


Moneta | marketsgroup.org 2025 Elite Private Wealth CIOs - Part 3


Launched 2023. Backed by CPP Investments. Stefan Tsonev (CIO, Founder). Alternatives Watch 2025.


Balentine | marketsgroup.org 2025 Elite Private Wealth CIOs - Part 3


Launched 2024. AUM $300M across three accounts. Moni Sternbach & Lyndsey Starr (Co-Founders). Hedge Fund Journal 2025.


Truist Advisory Services, Inc. | marketsgroup.org 2025 Elite Private Wealth CIOs - Part 3


Backing $1.5B+ from Millennium. Rob Tau (Founder, ex-Balyasny). Pensions & Investments 2025.


Mariner Wealth Advisors | marketsgroup.org 2025 Elite Private Wealth CIOs - Part 3


Hong Kong. Launch Q1 2026. AUM $200M+ anchor (Squarepoint/other). Tomohiro Yamaguchi (Founder, ex-Point72). Co-founder: Kirtes Bharti (ex-BNP Paribas). Hedgeweek 2025.


The Family Office at Synovus | marketsgroup.org 2025 Elite Private Wealth CIOs - Part 3


Founded by Ken Lai, ex-Hillhouse TMT vet. Pensions & Investments 2025.


Focus Partners Wealth | marketsgroup.org 2025 Elite Private Wealth CIOs - Part 4


Launched June 2026. Founder: ex-Two Sigma veteran. Backed by Blackstone. Hedgeweek 2026.


Summit Trail Advisors | marketsgroup.org 2025 Elite Private Wealth CIOs - Part 4


Attracted $800M in first year through 2025. Japan Times 2025.


Evercore Wealth Management | marketsgroup.org 2025 Elite Private Wealth CIOs - Part 4


Ex-Millennium Management trader. Founded Taula Capital Management in 2024.


The Wealth Consulting Group | marketsgroup.org 2025 Elite Private Wealth CIOs - Part 4


Ex-Millennium Management co-CIO. Founded Jain Global in July 2024.


Whittier Trust Company | marketsgroup.org 2025 Elite Private Wealth CIOs - Part 4


Ex-Goldman Sachs co-head of global commodities trading. Founded Nexus Commodities Capital Management in 2025.


NewEdge Wealth | marketsgroup.org 2025 Elite Private Wealth CIOs - Part 4


Ex-BlackRock APAC CIO. Founded 3R Investment Management in May 2025.


Trilogy Financial | marketsgroup.org 2025 Elite Private Wealth CIOs - Part 4


Global macro strategist, founder of The Macro Compass. Founded Palinuro Capital in January 2025.


Brownson, Rehmus & Foxworth | marketsgroup.org 2025 Elite Private Wealth CIOs - Part 4


Ex-UBS banker. Co-founded Dovehouse Capital in Q2 2025.


marketsgroup.org 2025 Elite Private Wealth CIOs - Part 1


Entrepreneur. Co-founded Dovehouse Capital in Q2 2025.


Ex-JP Morgan. Leads Japan-focused equity long/short fund at Polymer Capital.


Ex-Point72 Asia head. Founded Polymer Capital Management in 2019.


Altimeter Capital Management manager. Tech-focused. Early Nvidia investor (+900% since 2023). Institutional Investor 2025.


Empyrean Capital Partners. Leads business development and investor relations. Institutional Investor 2025.


Tekne Capital Management. Focused on Global South tech. Institutional Investor 2025.


Drill Capital Management founder. Energy infrastructure focus. Launched January 2025. Institutional Investor 2025.


Coatue Management. Structured equity solutions. Institutional Investor 2025.


Self-taught trader. Founded Karana Capital in December 2023. Quantamental equity strategy. Hedge Fund Journal 2025.


marketsgroup.org 2025 Elite Private Wealth CIOs - Part 2


36ONE Asset Management. Ex-KPMG audit and financial engineering manager. Joined 36ONE November 2017. Hedge Fund Journal 2025.


Founded Sternlight Capital Partners in 2023. European credit focus. Backed by CPP Investments. Alternatives Watch 2025.


Haverstock Capital co-founder. Hedge Fund Journal 2025.


Ex-Point72 manager. Co-founded Haverstock Capital with ~$300M. Hedge Fund Journal 2025.


Ex-Balyasny. Founded Aeonea with $1.5B+ backing from Millennium. Pensions & Investments 2025.


Ex-Point72 Japan head. Founded Invictus Investment Partners. Hong Kong-based. Launch Q1 2026 with $200M+ anchor. Hedgeweek 2025.


Ex-BNP Paribas hedge fund prime services. Co-founded Invictus Investment Partners with Tomohiro Yamaguchi. Hedgeweek 2025.


Ex-Hillhouse TMT vet. Founded Lean Arc Investment Management. Pensions & Investments 2025.


Ex-Goldman Sachs head of Asia bulk commodity trading. Works at Nexus Commodities Capital Management. Hedgeweek 2025.


Shanghai-based trader. Ex-Goldman Sachs. Works at Nexus Commodities Capital Management. Hedgeweek 2025.


marketsgroup.org 2025 Elite Private Wealth CIOs - Part 3


Ex-Barclays and Deutsche Bank hedge fund specialist. Founding Partner of Nexus Commodities Capital Management. Caproasia 2025.


Vigama Capital co-founder. Featured in 2025 hedge fund rising stars. Pensions & Investments 2025.


Founded Bridgewater Associates in 1975. AUM $78B+ as of 2025. Alternative Fund Insight 2025.


Founded 2024 after leaving Millennium Management. Hedgeweek 2024.


Founded July 2024 after leaving Millennium as co-CIO. Business Standard 2024.


Founded 2025 as CIO. Left Goldman Sachs after 20+ years as co-head commodities trading. Hedgeweek 2025.


Founded May 2025 as CIO. Left BlackRock as APAC CIO. Hedgeweek 2025.


Founded January 2025. Global macro hedge fund based in Amsterdam. Hedgeweek 2025.


Co-founded Q2 2025. Left UBS. Abu Dhabi-based. Paragon Alpha 2025.


Co-founded Q2 2025. Abu Dhabi-based multi-strategy fund. Paragon Alpha 2025.


marketsgroup.org 2025 Elite Private Wealth CIOs - Part 4


Portfolio manager at Polymer Capital. Ex-JP Morgan. Leads Japan equity long/short fund. Hedgeweek 2025.


Founded Polymer Capital in 2019. Left Point72 Asia. Hong Kong-based. Hedgeweek 2025.


Manager/CIO at Altimeter. Tech-focused equity long/short strategy. Institutional Investor 2025.


Business development and investor relations manager at Empyrean. Institutional Investor 2025.


Deputy CIO at Maryland State Retirement Pension System $70B Baltimore, 0.5yr tenure, prior Tennessee Consolidated Retirement System 2010-2024 $28B cash management portable alpha, marketsgroup.org 2025 The Next Elite Part 3


Manager at Tekne Capital. Global South tech focus. Institutional Investor 2025.


Maryland State Retirement Pension System public pension $70B AUM, Baltimore Maryland, marketsgroup.org 2025


Founded January 2025. Energy infrastructure long-short equity focus. Institutional Investor 2025.


Manager at Coatue. Structured equity and capital solutions focus. Institutional Investor 2025.


Founded December 2023 as Founder/CEO/CIO. New York-based quantamental equity strategy. Hedge Fund Journal 2025.


Asset Risk Allocation CIO Head Economist at SWIB $162B Madison, 2yr tenure, prior Mackenzie Investments Toronto IMCO IMF deputy division chief CPP Investment Board PM, Queens PhD economics, marketsgroup.org 2025 The Next Elite Part 3


Co-Portfolio Manager at 36ONE. Joined November 2017 from KPMG. Hedge Fund Journal 2025.


Founded 2023 as CIO/Founder. European credit hedge fund strategy. Alternatives Watch 2025.


Managing Partner & Co-Chief Investment Officer


Co-founder at Haverstock Capital. Hedge Fund Journal 2025.


Co-founder at Haverstock. Left Point72. ~$300M AUM. Hedge Fund Journal 2025.


Managing Partner & Chief Investment Officer


Founded Aeonea. Left Balyasny. $1.5B+ backing from Millennium. Pensions & Investments 2025.


Founded/CIO at Invictus. Hong Kong-based. Ex-Point72 Japan head. Launch Q1 2026. Hedgeweek 2025.


Founder, CEO & Managing Member, Investment Committee


Co-founder at Invictus. Ex-BNP Paribas prime services specialist. Hedgeweek 2025.


Founded Lean Arc. Ex-Hillhouse TMT vet. Pensions & Investments 2025.


Portfolio manager at Nexus. Ex-Goldman Sachs head of Asia bulk commodity trading. Hedgeweek 2025.


Trader at Nexus. Shanghai-based. Ex-Goldman Sachs. Hedgeweek 2025.


SWIB public pension $162B AUM, Madison Wisconsin, marketsgroup.org 2025


Founding Partner at Nexus. Ex-Barclays and Deutsche Bank hedge fund specialist. Caproasia 2025.


Founded Bridgewater in 1975. Legendary hedge fund pioneer. Alternative Fund Insight 2025.


Senior Vice President & Chief Investment Officer


MD Public Investments Acting Deputy CIO at Eli Lilly Benefit Plan $32B Indianapolis, 26yr tenure, pension equity DC strategies, CFA, marketsgroup.org 2025 The Next Elite Part 3


Eli Lilly corporate pension benefit plan $32B AUM, Indianapolis Indiana, marketsgroup.org 2025


Chief Investment Officer & Director of Research


Director Pension Investments at Delta Air Lines $16B Atlanta, 12yr tenure, prior Wilmington Trust AVP real assets private RE, Georgia State MBA CFA CFA Society Atlanta trustee, marketsgroup.org 2025 The Next Elite Part 3


MD Investment Office at RWJ Barnabas Health $10B NYC, 1yr tenure, prior NYU investments MD NYU-Presbyterian Hospital 8yr, MIT Martin Trust Center board, MIT BA math, marketsgroup.org 2025 The Next Elite Finale


RWJ Barnabas Health system $10B investment AUM, New York, marketsgroup.org 2025


Chief Investment Officer & Managing Partner


Ex-Millennium trader who left to found Taula Capital Management. Hedgeweek 2024.


Deputy Executive Director at Minnesota State Board of Investment $156B St Paul, 6yr tenure, prior GHR Foundation Carleton College private markets American Express AM PM, Minnesota BA Carlson MBA CAIA Harvard Kennedy executive, marketsgroup.org 2025 The Next Elite Finale


Ex-Millennium co-CIO who left to found Jain Global. Business Standard 2024.


Minnesota State Board of Investment public pension $156B AUM, St Paul Minnesota, marketsgroup.org 2025


Spent 20+ years at Goldman as co-head of global commodities trading before founding Nexus. Hedgeweek 2025.


MD Investments at RWJ Barnabas Health $10B NYC, 1yr tenure, 10yr NYU Investment Office MD Marathon AM Palladium Equity CHS Capital PE, Illinois BA Harvard MBA, marketsgroup.org 2025 The Next Elite Finale


Deputy CIO at New Mexico Educational Retirement Board $17B Albuquerque, 19yr tenure, oversees private markets alts, marketsgroup.org 2025 The Next Elite Finale


NMERB public pension $17B AUM, Albuquerque New Mexico, marketsgroup.org 2025


Investment Officer at Fire Police Pension Association of Colorado $2B private markets Minneapolis, 16yr tenure, PE credit real assets RE, Thomson Reuters Denver MBA Colorado BA, marketsgroup.org 2025 The Next Elite Finale


Fire Police Pension Association of Colorado public pension $2B private markets AUM, Colorado, marketsgroup.org 2025


18-year career at BlackRock as APAC CIO before founding 3R Investment Management. Hedgeweek 2025.


MD at Texas County District Retirement System $50B Austin, 14yr tenure, prior Montana Board of Investments Insight Capital Research 9yr equity analyst, Santa Clara CFA CAIA, marketsgroup.org 2025 The Next Elite Finale


Ex-Point72 Japan head who left to found Invictus Investment Partners. Hedgeweek 2025.


TCDRS public pension $50B AUM, Austin Texas, marketsgroup.org 2025


Ex-Point72 Asia head who founded Polymer Capital Management. Hedgeweek 2025.


Deputy CIO at Minnesota State Board of Investment $156B St Paul, 6yr tenure, investment risk management asset allocation, prior Galliard Capital head client PM Riversource Investments fixed income PM, George Washington BBA CFA CAIA, marketsgroup.org 2025 The Next Elite Finale


Chief Investment Officer of Systematic Strategies


Founding Partner & Chief Investment Officer


Kuhn official-source triage found CTPF Investment Procurements as the clean official replacement for the Chicago Teachers side of the Chicago RFP cluster.


Kuhn official-source triage found MEABF Procurement Opportunities as the official surface for the MEABF side of the Chicago RFP cluster.


Kuhn official-source triage found HMC Partners and Performance as the clean official surface, but not a public official source proving the stronger hedge-fund allocation claim.


Kuhn official-source triage found SURS Board Votes on Manager Decisions; it confirms a manager-reallocation cycle but not the exact long-vol sleeve claim.


Kuhn official-source triage found Murdock Trust Investments and flagged the official page language that the Trust is not currently seeking new investment managers.


Kuhn official-source triage did not find a public official primary source.


Founder CEO CIO at CV Advisors $13B Miami, founded Clearview Partners 2003 co-founded CV Advisors 2009, real estate developer Caracas, Babson MBA, marketsgroup.org 2026 Elite Private Wealth CIOs Part 2


CV Advisors RIA $13B AUM, Miami Florida, marketsgroup.org 2026


Deputy CIO at WE Family Offices $15B Miami joined 2019, prior Credit Suisse 10yr alts research structured products Howe Barnes investment banker, NC State undergrad UNC Chapel Hill MBA, marketsgroup.org 2026 Elite Private Wealth CIOs Part 2


WE Family Offices multi-family office $15B AUM, Miami Florida, marketsgroup.org 2026


CIO Chair IC at HB Wealth formerly Homrich Berg $30B DC, prior WMS Partners (acquired by HB 2024) A.G. Edwards equity research 1997 5yr Wells Fargo specialty finance research, Miami U BA math stats MBA, marketsgroup.org 2026 Elite Private Wealth CIOs Part 2


HB Wealth formerly Homrich Berg RIA $30B AUM, Washington DC, marketsgroup.org 2026


Deputy CIO at Wealth Enhancement Group $136B Boston, prior Wealth Enhancement VP investment strategy North American Management 7yr Federal Street Advisors senior research alts, Babson BA finance economics, marketsgroup.org 2026 Elite Private Wealth CIOs Part 2


Wealth Enhancement Group RIA $136B AUM, Boston Massachusetts, marketsgroup.org 2026


CIO at Moneta $42B Clayton MO promoted early 2024, 20yr+ global capital markets Chicago Teachers Pension Fund alts interim CIO PE credit natural resources, Keene State economics, marketsgroup.org 2026 Elite Private Wealth CIOs Part 2


Moneta RIA $42B AUM, Clayton Missouri, marketsgroup.org 2026


CIO at Empirical Wealth Management $9B Seattle Portland, 14yr tenure joined 2012, UW computational finance risk management U Oregon MS economics, marketsgroup.org 2026 Elite Private Wealth CIOs Part 3


Empirical Wealth Management RIA $9B AUM, Seattle Washington, marketsgroup.org 2026


CIO at Syon Capital $5.4B San Francisco, 2yr tenure, 30yr+ public private markets, prior Miracle Mile Advisors CIO Karp Capital CIO, Colorado Boulder BS finance, marketsgroup.org 2026 Elite Private Wealth CIOs Part 3


Syon Capital RIA $5.4B AUM, San Francisco California, marketsgroup.org 2026


Partner CIO at Corient $225B Dallas, 16yr tenure, prior Falcon Fund analyst trader 6yr RGT Wealth Advisors director research CIO grew $1.8B to $4.7B before CI Financial acquisition, Duke undergrad, marketsgroup.org 2026 Elite Private Wealth CIOs Part 3


Corient formerly RGT Wealth Advisors RIA $225B AUM, Dallas Texas, marketsgroup.org 2026


CIO at Dakota Wealth Management $6.3B Palm Beach, 4yr tenure, prior Persimmon Capital 7yr+ director investment research co-founded Blue Wave Global quant LS equity HF, Drexel BA finance economics CFA, marketsgroup.org 2026 Elite Private Wealth CIOs Part 3


Dakota Wealth Management RIA $6.3B AUM, Palm Beach Gardens Florida, marketsgroup.org 2026


CIO at Apollon Wealth Management $8.6B Bridgewater NJ, 3yr tenure, prior Prudential Financial State Street Alternative Investment Solutions MetLife multi-asset strategy risk budgeting, UMass MBA honors UConn BA, marketsgroup.org 2026 Elite Private Wealth CIOs Part 4


Apollon Wealth Management RIA $8.6B AUM, Bridgewater New Jersey, marketsgroup.org 2026


MD CIO at Greycourt $23B Pittsburgh, 20yr+ HF commodities strategies, prior CTC manager research PPM Energy Enron EY PwC energy consultant, Colorado School of Mines PhD mineral economics George Mason BS economics, marketsgroup.org 2026 Elite Private Wealth CIOs Finale


Greycourt family office advisory $23B AUM, Pittsburgh Pennsylvania, marketsgroup.org 2026


Co-CIO at Abacus Wealth Partners $3.3B Santa Monica joined 2017, value-aligned investing sustainability, Acumen Impact Circle, Arizona BA economics UNM Anderson MBA, marketsgroup.org 2026 Elite Private Wealth CIOs Finale


CIO Family Office Services at Focus Wealth Partners $181.8B St Louis NYC joined 2021, prior New Providence AM senior MD CIO Berens Capital co-founded StoneWater Capital Warburg Pincus MD PE VC, NYU Stern graduate professor, Harvard MBA Princeton PhD, marketsgroup.org 2026 Elite Private Wealth CIOs Finale


Focus Wealth Partners RIA $181.8B AUM, St Louis Missouri, marketsgroup.org 2026


Deputy CIO at Maryland State Retirement Pension System $70B Baltimore, 0.5yr tenure, prior Tennessee Consolidated Retirement System 2010-2024 $28B cash management portable alpha, marketsgroup.org 2025 The Next Elite Part 3


Maryland State Retirement Pension System public pension $70B AUM, Baltimore Maryland, marketsgroup.org 2025


Asset Risk Allocation CIO Head Economist at SWIB $162B Madison, 2yr tenure, prior Mackenzie Investments Toronto IMCO IMF deputy division chief CPP Investment Board PM, Queens PhD economics, marketsgroup.org 2025 The Next Elite Part 3


SWIB public pension $162B AUM, Madison Wisconsin, marketsgroup.org 2025


MD Public Investments Acting Deputy CIO at Eli Lilly Benefit Plan $32B Indianapolis, 26yr tenure, pension equity DC strategies, CFA, marketsgroup.org 2025 The Next Elite Part 3


Eli Lilly corporate pension benefit plan $32B AUM, Indianapolis Indiana, marketsgroup.org 2025


Director Pension Investments at Delta Air Lines $16B Atlanta, 12yr tenure, prior Wilmington Trust AVP real assets private RE, Georgia State MBA CFA CFA Society Atlanta trustee, marketsgroup.org 2025 The Next Elite Part 3


MD Investment Office at RWJ Barnabas Health $10B NYC, 1yr tenure, prior NYU investments MD NYU-Presbyterian Hospital 8yr, MIT Martin Trust Center board, MIT BA math, marketsgroup.org 2025 The Next Elite Finale


RWJ Barnabas Health system $10B investment AUM, New York, marketsgroup.org 2025


Deputy Executive Director at Minnesota State Board of Investment $156B St Paul, 6yr tenure, prior GHR Foundation Carleton College private markets American Express AM PM, Minnesota BA Carlson MBA CAIA Harvard Kennedy executive, marketsgroup.org 2025 The Next Elite Finale


Minnesota State Board of Investment public pension $156B AUM, St Paul Minnesota, marketsgroup.org 2025


MD Investments at RWJ Barnabas Health $10B NYC, 1yr tenure, 10yr NYU Investment Office MD Marathon AM Palladium Equity CHS Capital PE, Illinois BA Harvard MBA, marketsgroup.org 2025 The Next Elite Finale


Deputy CIO at New Mexico Educational Retirement Board $17B Albuquerque, 19yr tenure, oversees private markets alts, marketsgroup.org 2025 The Next Elite Finale


NMERB public pension $17B AUM, Albuquerque New Mexico, marketsgroup.org 2025


Investment Officer at Fire Police Pension Association of Colorado $2B private markets Minneapolis, 16yr tenure, PE credit real assets RE, Thomson Reuters Denver MBA Colorado BA, marketsgroup.org 2025 The Next Elite Finale


Fire Police Pension Association of Colorado public pension $2B private markets AUM, Colorado, marketsgroup.org 2025


MD at Texas County District Retirement System $50B Austin, 14yr tenure, prior Montana Board of Investments Insight Capital Research 9yr equity analyst, Santa Clara CFA CAIA, marketsgroup.org 2025 The Next Elite Finale


TCDRS public pension $50B AUM, Austin Texas, marketsgroup.org 2025


Deputy CIO at Minnesota State Board of Investment $156B St Paul, 6yr tenure, investment risk management asset allocation, prior Galliard Capital head client PM Riversource Investments fixed income PM, George Washington BBA CFA CAIA, marketsgroup.org 2025 The Next Elite Finale


CIO at Lido Advisors $20-30B LA, 10yr tenure, prior Union Bank of Israel Diamond District lead investment consultant, Michigan MADS Open U Israel MBA San Jose State BA CFA, marketsgroup.org 2025 Elite Private Wealth CIOs Part 3


Lido Advisors RIA $20-30B AUM, Los Angeles California, marketsgroup.org 2025


CIO at Perigon Wealth Management $5-10B Chicago, 1yr tenure, prior Wipfli Financial Advisors CIO Dimensional Fund Advisors Citibank CS Alternative Investments, Wellesley econ math UT Austin McCombs MBA, marketsgroup.org 2025 Elite Private Wealth CIOs Part 3


Perigon Wealth Management RIA $5-10B AUM, Chicago Illinois, marketsgroup.org 2025


CIO Partner at FFT Wealth Management $20-30B West Palm Beach, 6yr tenure, founded AM Global Family Investment Office, 12yr GenSpring Family Offices CIO $450M to $20B+, UNC Greensboro finance CFA, marketsgroup.org 2025 Elite Private Wealth CIOs Part 3


FFT Wealth Management RIA $20-30B AUM, West Palm Beach Florida, marketsgroup.org 2025


CIO at Mill Creek Capital Advisors $10-15B NYC, 4yr tenure, prior UBS Investment Strategy MD Lehman Brothers Barclays, NYU MS economics Georgia BS CAIA, marketsgroup.org 2025 Elite Private Wealth CIOs Part 3


Mill Creek Capital Advisors RIA $10-15B AUM, New York City, marketsgroup.org 2025


EVP CIO at Regions Asset Management $70B managed $150B advised Atlanta, 9yr tenure, prior Truist MD head institutional investments SunTrust CIO, Washington Lee BA UT Austin MBA CFA, marketsgroup.org 2025 Elite Private Wealth CIOs Part 3


Regions Asset Management Regions Bank wealth $70B managed, Atlanta Georgia, marketsgroup.org 2025


Co-CIO at Truist Advisory Services $50-75B Richmond, 5yr tenure, 25yr+ financial services SunTrust Northeast expansion, CFA CAIA member, marketsgroup.org 2025 Elite Private Wealth CIOs Part 3


Truist Advisory Services bank wealth management $50-75B AUM, Richmond Virginia, marketsgroup.org 2025


Chief Investment Strategist at Mariner Wealth Advisors $200-300B Cincinnati, 6yr tenure, prior US Bank PM Hilliard Lyons head investments Fifth Third AM director, DePauw BA economics Kellogg MM CFA, marketsgroup.org 2025 Elite Private Wealth CIOs Part 3


Mariner Wealth Advisors RIA $200-300B AUM, Cincinnati Ohio, marketsgroup.org 2025


CIO at The Family Office at Synovus $10-15B Columbus, 18yr tenure, prior SFO alts RE multi-gen trust SouthTrust bond trader, Alabama master BA economics CFA, marketsgroup.org 2025 Elite Private Wealth CIOs Part 3


The Family Office at Synovus bank $10-15B AUM, Columbus Georgia, marketsgroup.org 2025


Deputy CIO at LAFPP $33.5B LA, 13yr tenure, grew fund $13.9B to $33.5B top 10th pct, real assets investment policy, marketsgroup.org 2025 The Next Elite Part 1


LAFPP public pension $33.5B AUM, Los Angeles California, marketsgroup.org 2025


Deputy CIO Head PE at NYC Bureau of Asset Management $280B NYC, 10yr tenure, $39B PE alts credit portfolio, prior Small Business Investor Alliance director research Cross Research equity associate, CFA CAIA, marketsgroup.org 2025 The Next Elite Part 1


Deputy CIO at Utah Retirement Systems $45B Salt Lake City, 17yr tenure DCIO since 2015, prior corporate finance healthcare data systems, Utah adjunct finance professor CAIA Advisory Committee, marketsgroup.org 2025 The Next Elite Part 1


Utah Retirement Systems public pension $45B AUM, Salt Lake City Utah, marketsgroup.org 2025


Senior Director at TMRS $43B Austin, prior BofA Truist senior equity analyst 6yr Cambridge Associates endowment foundation, Yale MBA Richmond BS finance CFA CAIA, marketsgroup.org 2025 The Next Elite Part 2


TMRS public pension $43B AUM, Austin Texas, marketsgroup.org 2025


CRO at NYC Teachers Retirement System Bureau AM $286B NYC, prior JPMorgan AM global investment team CRO PrinceRidge Bear Stearns quant finance, Boston U PhD physical chemistry NYU Stern MBA, marketsgroup.org 2025 The Next Elite Part 2


NYC TRS public pension $286B AUM, New York City, marketsgroup.org 2025


Deputy CIO at EY pension $28B+ NYC, 15yr tenure, prior Hewitt Associates global manager research Dun Bradstreet director trust investments Thomson Financial CFO, CFA, marketsgroup.org 2025 The Next Elite Part 2


Ernst and Young corporate pension $28B+ AUM, New York City, marketsgroup.org 2025


Senior MD Investments Deputy CIO at Caltech Investment Office $4.2B Pasadena, prior Nazarian Enterprises SFO assoc director Stanford Management Company 5yr Robertson Stephens Jefferies sell-side, Harvard AB government magna cum laude UCLA Anderson MBA, marketsgroup.org 2025 The Next Elite Part 2


California Institute of Technology endowment $4.2B AUM, Pasadena California, marketsgroup.org 2025


Deputy CIO at TMRS $43B Austin, 10yr tenure DCIO scaling private markets, UK BBA MBA CFA CAIA FRM, marketsgroup.org 2025 The Next Elite Part 2


Managing Partner Co-CIO at Evoke Advisors $20-25B LA, 25yr+ investment consulting, prior Merrill Lynch institutional consulting $10B+ co-founded ARIS launched RPAR ETF, CFA CIMA CFP CLU ChFC JD UC Hastings, marketsgroup.org 2025 Elite Private Wealth CIOs Part 1


Evoke Advisors RIA $20-25B AUM, Los Angeles California, marketsgroup.org 2025


CIO Partner at Cerity Partners $100-150B NYC, 35yr+ investment management, prior Deutsche Bank Private Wealth CIO US 1994+, marketsgroup.org 2025 Elite Private Wealth CIOs Part 1


Cerity Partners RIA $100-150B AUM, New York City, marketsgroup.org 2025


Managing Partner CIO at Fiducient Advisors $300-400B Chicago, joined 2012 researcher partner 2018 deputy CIO CIO 2023, prior Citigroup Wells Fargo, Colorado BA CFA, marketsgroup.org 2025 Elite Private Wealth CIOs Part 1


Fiducient Advisors OCIO $300-400B AUM, Chicago Illinois, marketsgroup.org 2025


CIO at True North Advisors Western Alternative Strategies $5-10B Dallas, 20yr+ public private markets M&A project finance power water infra Wachovia VP Russell Investment, IIT BTech U Georgia MBA CFA, marketsgroup.org 2025 Elite Private Wealth CIOs Part 1


True North Advisors RIA $5-10B AUM, Dallas Texas, marketsgroup.org 2025


Founder CEO at AlphaCore Advisory $1-5B San Diego, 25yr wealth advisory, prior Altegris Investments partner EVP, inaugural CAIA member, San Diego BS business admin, marketsgroup.org 2025 Elite Private Wealth CIOs Part 1


AlphaCore Advisory RIA $1-5B AUM, San Diego California, marketsgroup.org 2025


CIO at Mercer Advisors $67B Denver, 20yr tenure, oversees PE VC credit HF private markets, Chicago Booth MBA Widener MS taxation CFP QPA AIF, marketsgroup.org 2025 Elite Private Wealth CIOs Part 1


Mercer Advisors RIA $67B AUM, Denver Colorado, marketsgroup.org 2025


CIO at Cresset Capital $50-75B Chicago, 30yr+ money management, prior BMO Harris Bank EVP CIO 2001-2018, author Reading Minds and Markets WSJ bestseller, Boston U finance professor, Vassar math CS AB Boston U MBA CFA, marketsgroup.org 2025 Elite Private Wealth CIOs Part 1


Cresset Capital family office wealth management $50-75B AUM, Chicago Illinois, marketsgroup.org 2025


Investment Leader at LGT Financial Advisors $100-150B Dallas, 24yr+ AM portfolio construction, prior Rosewood single-family office, 25% YoY asset growth, Baylor BBA SMU MBA CFA CAIA, marketsgroup.org 2025 Elite Private Wealth CIOs Part 1


LGT Financial Advisors private wealth $100-150B AUM, Dallas Texas, marketsgroup.org 2025


CIO Chairman IC at Beacon Pointe Advisors $20-25B Newport Beach, prior UBS Global AM US core plus EM corporate debt PIMCO IG corporate Salomon Brothers, Illinois BS accountancy Booth MBA CFA CAIA CPA, marketsgroup.org 2025 Elite Private Wealth CIOs Part 2


Beacon Pointe Advisors RIA $20-25B AUM, Newport Beach California, marketsgroup.org 2025


CIO at CAPTRUST $100-150B Boston, 30yr+ AM, prior Boston Advisors president CIO Freedom Capital Shawmut Investment Management The Boston Company, CFA CFA Society Boston, marketsgroup.org 2025 Elite Private Wealth CIOs Part 2


CAPTRUST retirement advisory $100-150B AUM, Boston Massachusetts, marketsgroup.org 2025


Co-CIO at Creative Planning $200-300B Chicago, 20yr managing investments HNW family offices institutions, IIT Madras PhD mechanical engineering Chicago Booth MBA CFA, marketsgroup.org 2025 Elite Private Wealth CIOs Part 2


Creative Planning RIA $200-300B AUM, Chicago Illinois, marketsgroup.org 2025


CIO Director Research at LPL Financial $35-50B Charlotte, 30yr global markets, prior Bower Hill Capital CIO Ameriprise Financial global AA committee Salomon Citigroup, Florida State BS economics CFA, marketsgroup.org 2025 Elite Private Wealth CIOs Part 2


LPL Financial broker-dealer wealth management $35-50B AUM, Charlotte North Carolina, marketsgroup.org 2025


CIO at Bleakley Financial Group $10-15B NYC, 30yr macroeconomic analysis, prior Lindsey Group MD chief market analyst Omega Advisors macro PM Miller Tabak equity strategy, George Washington BBA finance magna cum laude, marketsgroup.org 2025 Elite Private Wealth CIOs Part 2


Bleakley Financial Group RIA $10-15B AUM, New York City, marketsgroup.org 2025


CIO Systematic Strategies at Focus Partners Wealth $20-30B St Louis, 17yr tenure, co-authored 3 books with Larry Swedroe Journal of Investing, Missouri State BS finance SLU MBA CFA CFP, marketsgroup.org 2025 Elite Private Wealth CIOs Part 4


Focus Partners Wealth RIA $20-30B AUM, St Louis Missouri, marketsgroup.org 2025


Founding Partner CIO at Summit Trail Advisors $20-30B NYC, 9yr tenure, 20yr+ private wealth, prior Barclays Wealth global head alts Lehman Brothers Neuberger Berman Trust Cambridge Associates, Wake Forest BA CFA, marketsgroup.org 2025 Elite Private Wealth CIOs Part 4


Summit Trail Advisors RIA $20-30B AUM, New York City, marketsgroup.org 2025


CIO Partner at Evercore Wealth Management $10-15B NYC, 16yr tenure, 30yr+ HNW portfolio mgmt prior US Trust 24yr $2B, Bucknell BA NYU MBA CFA, marketsgroup.org 2025 Elite Private Wealth CIOs Part 4


Evercore Wealth Management RIA $10-15B AUM, New York City, marketsgroup.org 2025


CIO at Whittier Trust Company $20-30B LA, 9yr tenure, 25yr+ Vanguard active passive equity Morgan Stanley IM Travelers Citigroup AM, Mumbai BS chemical engineering UConn MS chemical engineering MBA CFA, marketsgroup.org 2025 Elite Private Wealth CIOs Part 4


Whittier Trust Company family office $20-30B AUM, Los Angeles California, marketsgroup.org 2025


CIO at NewEdge Wealth $15-20B NYC, 2yr tenure, prior Fieldpoint Private Securities chief market strategist BofA senior equity analyst, Rollins undergrad and MBA, marketsgroup.org 2025 Elite Private Wealth CIOs Part 4


NewEdge Wealth RIA $15-20B AUM, New York City, marketsgroup.org 2025


CIO at Trilogy Financial $50-75B Denver, 1yr tenure, 25yr+ Ashton Thomas CIS Wells Fargo Private Bank regional CIO $49B JPMorgan Citigroup, CFA CAIA, marketsgroup.org 2025 Elite Private Wealth CIOs Part 4


Trilogy Financial wealth management $50-75B AUM, Denver Colorado, marketsgroup.org 2025


CIO at Brownson Rehmus Foxworth $5-10B Chicago, 16yr tenure, prior Illinois State Board Investment $6B equity Boeing IC chair $41B, Chicago BA economics CFA, marketsgroup.org 2025 Elite Private Wealth CIOs Part 4


Brownson Rehmus Foxworth family office advisory $5-10B AUM, Chicago Illinois, marketsgroup.org 2025


CIO at ASFAR Saudi PIF subsidiary Riyadh, 2yr tenure, 20yr+ PE VC M&A Aramco corporate dev $69B SABIC GFH Investcorp Citi JPMorgan NEA, Yale MBA Michigan State BS EE, marketsgroup.org 2025 Elite Middle East Asia-Pacific Allocators Part 1


ASFAR Saudi Arabias Public Investment Fund subsidiary, Riyadh Saudi Arabia, marketsgroup.org 2025


CIO at Pension Fund of Japanese Corporations Tokyo, 16yr tenure, prior Russell Investments Japan MD Toyota Fujitsu Sumitomo Life Insurance PE risk ALM, Tokyo precision machinery BS, marketsgroup.org 2025 Elite Middle East Asia-Pacific Allocators Part 1


Pension Fund of Japanese Corporations private pension, Tokyo Japan, marketsgroup.org 2025


Country Head Japan at Tsao Family Office Tokyo, 3yr tenure, 30yr+ RE investment abrdn Manulife AXA IM Singapore ING Real Estate GE Mitsui Fudosan, Stanford MBA Hitotsubashi BS, marketsgroup.org 2025 Elite Middle East Asia-Pacific Allocators Part 1