Preeminent secondaries investor across private markets. Global secondaries fund platform. Multiple promoted Partners to manage APAC and LATAM secondaries 2026. Source: https://www.pantheon.com/news/pantheon-completes-leadership-transitions-of-kathryn-leaf-to-ceo-and-jeff-miller-to-cio-names-three-new-partners


Pantheon. Effective Jan 1, 2025. Led firm's strategic development and real assets investment strategies. CEO of leading secondaries platform (Pantheon). Source: https://www.pantheon.com/news/pantheon-completes-leadership-transitions-of-kathryn-leaf-to-ceo-and-jeff-miller-to-cio-names-three-new-partners


Pantheon. Oversees secondaries strategy within broader PE platform. Effective Jan 1, 2025. Source: https://www.pantheon.com/news/pantheon-completes-leadership-transitions-of-kathryn-leaf-to-ceo-and-jeff-miller-to-cio-names-three-new-partners


Pantheon. South Korea client engagement lead. Promoted to Partner 2026. Source: https://pe-insights.com/pantheon-strengthens-secondaries-leadership-with-four-promotions-across-asia-and-latin-america/


Pantheon. Heads international private wealth team. Promoted to Partner 2026. Source: https://pe-insights.com/pantheon-strengthens-secondaries-leadership-with-four-promotions-across-asia-and-latin-america/


Pantheon. Focuses on primary, secondary, co-investment opportunities across Asia Pacific. Promoted to Partner 2026. Source: https://pe-insights.com/pantheon-strengthens-secondaries-leadership-with-four-promotions-across-asia-and-latin-america/


Pantheon. Leads client development in Latin America. Promoted to Partner 2026. Source: https://pe-insights.com/pantheon-strengthens-secondaries-leadership-with-four-promotions-across-asia-and-latin-america/


Coller International Partners IX (CIP IX): $17B final closing (Jan 2026), largest fund ever. Invests in LP-led and GP-led secondary transactions. Acquired by EQT Jan 2026, forming 'Coller EQT' secondaries platform. Source: https://www.collercapital.com/coller-capital-raises-17-billion-for-global-private-equity-secondaries-platform/


Coller Capital. Continues to lead post-EQT acquisition (Jan 2026). Reports to EQT CEO. Leads Coller EQT secondaries platform. Source: https://www.collercapital.com/our-people/jeremy-coller/


Coller Capital. Senior leadership in global PE secondaries firm. Source: https://eqtgroup.com/news/eqt-to-combine-with-coller-capital-to-enter-secondaries-marking-the-next-step-in-eqts-strategic-evolution-2026-01-22


Ares Credit Secondaries (ACS) Fund: $7.1B raised (Jan 2026), including $4B LP equity and $3.1B co-investments. First formal credit secondaries strategy 2023. Largest inaugural institutional fundraise. Source: https://finance.yahoo.com/news/ares-raises-over-7-billion-113000772.html


Ares Management. Leads credit secondaries strategy expansion. Source: https://www.aresmgmt.com/our-business/secondaries


Ares Management. Co-leads Ares Credit Secondaries Fund ($7.1B). Source: https://www.aresmgmt.com/our-business/secondaries


Ares Management. Background in credit operations. Named Co-President 2026 alongside Blair Jacobson. Reflects focus on core credit product. Source: https://www.aresmgmt.com/our-business/secondaries


Ares Management. European markets experience. Named Co-President 2026. Reflects international expansion strategy in secondaries. Source: https://www.aresmgmt.com/our-business/secondaries


Rebranded from Glendower Capital 2024 (acquired by CVC 2022). CVC Secondary Opportunities Fund VI-P: $1.61B raised (Feb 2026). 200+ transactions, 1,800+ fund interests, 70+ continuation vehicles. Dedicated credit secondaries platform 2025. Source: https://www.cvc.com/media/news/2023/2023-07-31-glendower-capital-raises-us-58-billion-for-its-fifth-global-secondary-private-equity-fund/


$20B+ secondary platform over 25 years. Hamilton Lane Global Private Secondary Fund (HLGPS) evergreen vehicle launched 2025. 10th fund in $12B+ AUM evergreen platform. $365M+ commitments on launch. Source: https://www.hamiltonlane.com/en-us/news/global-private-secondaries-launch


Permira Credit: €14B+ debt capital deployed to 300+ European businesses. Entered secondaries via AltamarCAM acquisition. Dual co-CEO structure: Brian Ruder & Dipan Patel. Source: https://www.permira.com/


Permira. Leads global PE and credit/secondaries expansion. Co-CEO structure reflects multi-strategy approach. Source: https://www.moonfare.com/deal-talk/deal-talk-permira-recap


Permira. Co-leads firm alongside Brian Ruder. Oversees diversified investment strategies including secondaries (AltamarCAM acquisition). Source: https://www.moonfare.com/deal-talk/deal-talk-permira-recap


Permira (AltamarCAM). CEO of secondaries operations post-Permira acquisition. Leads €1.6B+ fundraising for first secondaries fund post-acquisition. Source: https://www.secondariesinvestor.com/altamarcam-raises-nearly-e1-6bn-for-first-secondaries-fund-post-permira-acquisition/


Acquired Coller Capital Jan 2026 for up to $3.7B, forming 'Coller EQT' dedicated secondaries platform. Marks EQT's entry into major PE secondaries market. Source: https://eqtgroup.com/news/eqt-to-combine-with-coller-capital-to-enter-secondaries-marking-the-next-step-in-eqts-strategic-evolution-2026-01-22


Executive President & Co-Head of Secondaries


Executive Vice-President & Co-Head of Secondaries


Partner & President, Co-Chair Secondary Investment Committee


Partner - Secondary Investments (promoted Jan 2026)


Managing Director & Head of Credit Secondaries


Global Head of Carlyle AlpInvest, Chair of Board


Partner & Global Head of Portfolio Finance


Senior Managing Director & Global Head of Strategic Partners


Chief Executive Officer (effective Jan 1, 2025)


Chief Investment Officer & Global Head of Private Equity


Partner - Secondaries, South Korea client engagement (promoted 2026)


Partner - Secondaries, International private wealth (promoted 2026)


Partner - Secondaries, APAC (promoted 2026)


Partner - Secondaries, LATAM (promoted 2026)


Chief Investment Officer & Managing Partner


Co-President (international expansion focus)


Global CEO - AltamarCAM/Secondaries Operations


Leads Coller EQT secondaries platform post-acquisition (Jan 2026)


EQT acquired Coller Capital Jan 2026 for ~$3.7B, forming Coller EQT secondaries platform


Ultra-HNW division; Global Family Office Report 2026 based on 300+ clients with avg $2.7B AUM; CHF 757B AUM across Pictet Group


Citi Wealth division; integrated with U.S. Retail Bank; Revenue $1.1B Q1 2026


Citi's primary wealth management brand; integrated Citigroup Private Bank; serves ultra-HNW families


Serves UHNW individuals with $5M+ investable assets; $3.2T+ AUM; 200+ global locations


$7T client assets; $24B revenue 2025; $553B net inflows 2025; alternatives $560B


Strength in alternative investments; private equity, hedge funds, pre-IPO access; Ayco advisory business $26B


Part of GWIM; Revenue $1.1B Q1 2026; 14% growth; serves UHNW families and institutions


Bank of America subsidiary; Revenue $5.6B Q1 2026; 11% growth; 341 advisors on Barron's Top 1,500 (2026)


Part of Merrill Wealth; premium advisory services for high-net-worth clients


118-year-old independent firm; 1,200 employees; comprehensive wealth & family office services; ~$600B AUM estimate


Acquired by JPMorgan Chase in 2023; integrated into JPMorgan Private Bank


Global wealth management player; asset servicing and advisory; competes with Brown Brothers Harriman


Private investment bank; advisory, wealth management, commercial banking; 6.7K employees; serves UHNW and institutions


Serves ultra-HNW families; investment banking, family office services; new shareholders included 2026


CHF 757B AUM; top Swiss private bank; wealth management, asset management; opened Asia desk 2026


CHF 521B AUM (record 2026); leading Swiss private bank; digital rank 3rd among Swiss peers


$192B AUM; Swiss private bank; digital rank 3rd; hired by Pictet for Asia desk expansion


CEO target $10T wealth opportunity; ETRADER integration; Morgan Stanley at Work; global advisor network


German/European UHNW focus; regional expansion 2026; premium investment advisory services


Global UHNW division; operations in U.S., China, Switzerland, India; premium wealth services


International Wealth & Premier Banking division; serves UHNW individuals


UBS Group Executive Board member since 2018; leads Americas wealth operations


UBS Group Executive Board member since 2019; co-manages Global Wealth Management


UBS Group Executive Board member since 2016; oversees Swiss wealth management


UBS Group Executive Board member since 2024; manages asset management division


Joined Citi September 2023; previously President Merrill Wealth Management; leads Citi's global wealth business + U.S. retail bank


Appointed February 2026; 25+ years wealth management experience; ex-Bank of America Private Bank, Wells Fargo Private Bank


UBS alum; head of strategy for Citi Wealth and business execution for private bank


Reports to Andy Sieg; integrated Citi's Retail Bank into Wealth business 2026


Since 2009; Q1 2026 delivered $553B net flows, $7T client assets, $24B revenue; alternatives now $560B


Former CEO JPMorgan International Private Bank; oversees global private banking operations


Leading $4.4T asset global financial services firm; oversees all wealth divisions


Appointed January 26, 2026; co-leads wealth management with Nishi Somaiya


Appointed January 26, 2026; co-leads wealth management with John Mallory


Joined March 2026; previously global head of private wealth management capital markets; $26B Ayco business


Management Committee member; led wealth management division


Leads multi-family office serving ultra-HNW families; significant shareholder


Appointed May 13, 2026; new AI leadership role for wealth tech innovation


CFO managing financial strategy for the multi-family office


International wealth strategy leadership; co-hosts global trends discussions


Fourth-generation family member; board governance of family-founded firm


Appointed May 2026; CEO of XPRIZE; entrepreneur and technology leader


Takes helm early 2026; former Chief Investment Officer; previously JPMorgan Managing Director in Emerging Markets/Currency


Becomes president 2026; Chief Client Officer and COO; manages client relationships


Stepping down early 2026 after leading the 118-year-old independent trust firm


Joined 2022; Leadership Council member; ex-JPMorgan CMO for U.S. Private Bank, Deutsche Bank


Appointed January 2024; leads Morgan Stanley Financial Advisors, E*TRADE, Morgan Stanley at Work


2026 leadership; overseeing $10T wealth opportunity and global wealth expansion


Appointed effective January 5, 2026; global UHNW leadership; ex-Citi Private Bank head


U.S. leadership; ex-JPMorgan Head of Network Expansion for Consumer Banking


Newly created role 2026; leads sales teams for U.S. wealth division


Appointed April 1, 2026; leads China UHNW division


Appointed April 1, 2026; China private banking leadership


Appointed April 27, 2026; leads HSBC's Swiss private banking operations


Appointed January 1, 2026; ex-HypoVereinsbank UHNW and private banking


Joined January 1, 2026; ex-Hauck Aufhäuser Lampe Co-Head Wealth Management


Co-President Global Wealth Management since 2018


Co-President Global Wealth Management since 2019


President Personal & Corporate Banking; oversees Swiss wealth management


President Asset Management division since 2024


Oversees Private Bank operations as part of Wealth division


Head of Strategy & Business Execution since 2026


Head of U.S. Retail Banking and Citigold; reports to Andy Sieg


CEO since 2009; leads $7T client assets division


Executive Chairman, Global Wealth Management; Head of 23 Wall


Chairman & CEO; oversees all divisions including private banking


Global Co-Head Wealth Management, appointed January 2026


Head of Ayco wealth advisory business, joined March 2026


Global Head Wealth Management; Management Committee member


President & CEO since appointment; leads multi-family office


Chief AI Officer & Managing Director, appointed May 2026


Chief Financial Officer; manages financial strategy


Rockefeller International Chairman; international wealth strategy


Director; fourth-generation family member on board


Board Member, appointed May 2026; CEO of XPRIZE


CEO, assuming role early 2026; previously Chief Investment Officer


President, 2026 appointment; Chief Client Officer and COO


Head of Marketing & Client Engagement since 2022; Leadership Council


Head of Wealth Management since January 2024


Chairman & CEO; oversees wealth expansion to $10T target


CEO, appointed January 5, 2026; global UHNW leadership


Head of U.S. Wealth, Premier & Private Banking since appointment


Head of Distribution, newly created role 2026


Head of International Wealth & Premier Banking China, appointed April 2026


Head of Private Bank China, appointed April 2026


CEO HSBC Private Bank (Suisse) and Country Head Switzerland, appointed April 2026


Head of South Region, appointed January 1, 2026


Wealth Management Leadership role, joined January 1, 2026


Part of same Global Wealth Investment Management (GWIM) division


Premium advisory tier within Merrill Wealth Management


Private Bank integrated into Citi Wealth division structure


Ultra-HNW division within broader Asset & Wealth Management


Integrated into JPMorgan Private Bank operations post-2023 acquisition


Previously Managing Director in Emerging Markets & Currency Strategy at JPMorgan; joined Bessemer 2015


Previously Chief Marketing Officer, J.P. Morgan U.S. Private Bank


Senior leadership role before joining Citi Private Bank in 2026


Founded 2018, BitLicense approved 2026, ~$9B AUM in client assets, operates Helios data centers


Galaxy Digital CEO, institutional crypto focus, 50+ global licenses


Founded 2003, $5B+ AUM, first U.S. institutional asset manager focused exclusively on blockchain


Pantera Capital, 30+ years macro investment, ex-CFO Tiger Management, 51-person team with 17 partners


Pantera Capital, joined 2019, co-founder Augur, ex-CTO Pantera


Pantera Capital, founding member, backed 200+ strategic investments since 2014


Launched 2021, $2.4B AUM as of 2025, 60+ employees including 10+ portfolio managers


BH Digital CEO, leads digital asset strategy for Brevan Howard


BH Digital, promoted May 2026, ex-head global trading and financing Coinbase


Founded 2018, $5.9B AUM as of May 2025, hybrid liquid token trading and venture investing


Multicoin Capital, stepped down February 2026 after nearly a decade, chairman Forward Industries (FWDI)


Multicoin Capital, continues day-to-day operations post-Samani departure


Multicoin Capital, continues day-to-day operations with Tushar Jain


Merging with BlockTower, all-equity deal announced 2024, one-stop-shop for crypto investors


Leading combined Arca-BlockTower operation post-merger


Arca co-founder and CIO, continues in merged entity


Founded 2017, hybrid model (venture, trading, credit, portfolio management), merging with Arca 2025


BlockTower, ex-Wall Street professional, retained in Arca-BlockTower merger


Founded 2016, $500M+ net worth fund, first $1B crypto fund, backed by Andreessen Horowitz, Sequoia, USV


Polychain Capital, first employee Coinbase, ~$500M net worth 2026


Founded 2017, $628M AUM, 200+ investments in crypto ecosystem, thesis-driven approach


TechCrunch founder, one of Time 100 (2008), leads Arrington Capital


Arrington Capital, co-founded with Arrington and Harde


Founded 2017, $500M+ assets, $5B+ daily trading, 50+ exchange liquidity provision


Wintermute founder, high-frequency market making, algorithmic trading expertise


Founded 2014, part of DRW Holdings (30+ year trading firm), serves Goldman Sachs, Bloomberg, hedge funds


Rebranded to Strategy 2025, 843,706 BTC holdings ($51.6B), 82% of enterprise value


Strategy/MicroStrategy CEO, ~17,732 personal BTC ($1.27B), bitcoin maximalist advocate


Largest digital asset manager, ~$19B AUM, GBTC flagship fund, DCG subsidiary


Grayscale CEO (interim role, confirmed Aug 2024), ex-CFO, managing succession from Sonnenshein


Grayscale ex-CEO, stepped down 2024, remains on board, institutional crypto focus pioneer


Digital Currency Group founder, ex-Grayscale chairman, departed board 2024, facing legal challenges


Grayscale board chairman (as of Jan 2024), replaced Barry Silbert


Founded by Barry Silbert, Genesis Global Capital owner, Gemini exchange connection, $19B+ AUM control


Bitwise 10 Crypto Index ETF (BITW) launched Dec 2025, institutional crypto exposure


Founded 2018, $1B+ AUM as of May 2026, Nasdaq CME Crypto Index ETF, Brazil-based


Hashdex US CEO (appointed March 2026), leading U.S. expansion strategy


Leading crypto ETF issuer, 2026 operations ongoing


Major ETF provider expanding into crypto asset offerings


Major bitcoin ETF issuer, institutional crypto access provider


Bitcoin ETF issuer, VanEck ETF Trust, crypto index products


CEO leading institutional crypto expansion, BitLicense approval 2026


Pantera Capital founder 2003, first blockchain-focused institutional fund


CEO and Chief Investment Officer, 30+ years macro experience


Co-Chief Investment Officer since 2019, ex-Augur co-founder


Managing Partner, founding member, 200+ backed companies


CEO of BH Digital division, $2.4B AUM manager


Chief Investment Officer promoted May 2026, ex-Coinbase head of trading


Co-founder and managing partner, continues operations post-Samani


Managing partner, day-to-day operations with Tushar Jain


Chief Investment Officer, continues in merged entity with BlockTower


Chief Investment Officer, retained in Arca-BlockTower merger


All-equity merger announced 2024, combined entity led by Rayne Steinberg


Polychain Capital founder 2016, ex-Coinbase first employee


CEO of Polychain Capital, $500M+ net worth


Arrington Capital founder 2017, ex-TechCrunch founder


Managing Member and founder, leads crypto venture investment strategy


Arrington Capital co-founder, ex-TechCrunch CEO


Wintermute founder 2017, high-frequency market making pioneer


Founder of crypto market maker and algorithmic trading firm


MicroStrategy founder, rebranded to Strategy 2025


CEO, bitcoin maximalist, 843,706 BTC treasury ($51.6B), personal 17,732 BTC


CEO, ex-CFO, managing institutional crypto asset business ($19B AUM)


Former CEO, remains on board, pioneered institutional crypto access


DCG founder, controls Grayscale and Genesis Global Capital


Grayscale parent company founder via DCG


Board chairman since Jan 2024, replaced Barry Silbert in governance restructure


DCG is parent company of Grayscale, controls $19B+ in digital assets


U.S. CEO and Head of Global Distribution, appointed March 2026


Global exchange operator, home to technology companies; operates Nasdaq stock exchange


Largest equities exchange by market cap; subsidiary of ICE


Owner of NYSE, ICE Futures, and other global trading venues; $100B+ market cap


Major U.S. derivatives and equities exchange operator; operates volatility indices


Diversified global leader in financial markets infrastructure and data services


Leading European clearing house; SwapClear, Rates, Securities clearing


Frankfurt-based exchange operator; operates Eurex, Xetra trading systems


Pan-European exchange operator; operates exchanges in Paris, Amsterdam, Brussels, Dublin, Lisbon, Oslo, Milan, Athens


6th largest stock exchange globally; market cap ~$6.2 trillion USD; 2,673 listed companies


Southeast Asian exchange; exploring partnerships with HKEX, Nasdaq; developing global listing board


Operator of Tokyo Stock Exchange and Osaka Exchange; promoting stable FX for global capital attraction


Primary securities exchange of Japan; major global equity market


World's 3rd largest stock market by market cap; over $10.21 trillion as of May 2026; non-profit organization under China Securities Regulatory Commission


Global derivatives exchange; operates futures and options on CME, CBOT, NYMEX, COMEX


Leading U.S. options exchange operator; operates four U.S. options exchanges; derivatives market technology leader


Member-backed U.S. equities and options exchange; founded 2019; competes on cost efficiency and market structure reform


Securities exchange and technology provider; known for speed bump innovation; registered exchange since 2016


Executive Director, Supervision of Markets


Commission Secretary and Chief Governance Officer


Minister of State for Financial Services


Vice Commissioner for International Affairs


Chief Executive Director of Banking Supervision


Deputy Governor for Prudential Regulation


US-based global ratings and analytics firm; founded 1909


Analytics and research division of Moody's Corporation; $3.6B division


Diversified provider of ratings, analytics, and data to capital markets


Data and analytics division of S&P Global


One of the Big Three rating agencies; subsidiary of Fitch Group


Parent holding company; owned by Hearst Communications


Independent credit rating agency specializing in structured finance and corporate ratings


Global provider of investment research, ratings, and data


Credit ratings subsidiary; acquired DBRS in July 2019


Founded 1995; independent NRSRO focusing on corporate and government securities


Leading ratings agency for insurance industry; founded 1906


European ECAI; part of Scope Group; founded in Berlin


Berlin-based parent company of Scope Ratings


CCXI; founded 1992; China's leading credit rating agency; Beijing-based


JCR; Japanese NRSRO; established 1985; covers 60%+ of Japanese publicly rated issuers


R&I; Japan's largest credit rating agency; established 1975


Lead executive overseeing all Moody's divisions including Moody's Analytics


Appointed June 2026; from LogicMonitor; prior CCO at Slack, Salesforce founding member


Lead executive of S&P Global; oversees all divisions including Ratings and Market Intelligence


Departing July 30, 2026; transitioned data operations to CTO Firdaus Bhathena


Now oversees Enterprise Data Organization following Saha's departure


S&P Global executive; listed on market intelligence leadership transition


S&P Global executive communications leadership


Head of Fitch Group Inc.; parent company of Fitch Ratings


President of Fitch Ratings subsidiary under Fitch Group


Co-founder and lead executive of Kroll Bond Rating Agency; instrumental in Fitch structured finance


Oversees Investor Relations and KBRA Analytics


Joined 2015; previously 15 years at Goldman Sachs


CTO overseeing technology infrastructure


Senior leadership providing strategic direction


CEO since 2017; joined Morningstar 1997; oversees all divisions including DBRS


Since August 2019; 25+ years in credit ratings; prior managing director Europe at DBRS


Founded 1992 as Red Flag Research; renamed Egan-Jones after hiring Bruce Jones from Moody's; first rating issued December 1995


Hired from Moody's as analyst; partner with Sean Egan


30 years at AM Best; now on AM Specialty board; shaped BCAR rating model


Founder and lead executive of Scope Group and Scope Ratings


Co-lead with Jolivet since February 1, 2026; Chief Market Officer since 2024; 20+ years financial services including State Street


Co-lead with Georgel-O'Reilly; led Scope for 10+ years


Left management board after 4+ years; replaced by dual leadership model


Long-serving manager overseeing rating operations


Long-serving president transitioned to chairman in 2023


EVP of CCXI; CEO of Asia Pacific subsidiary (CCXAP)


Lead executive of JCR; representative of company


Lead executive of R&I; Japan's largest credit rating agency


Moody's Analytics is the $3.6B analytics division of Moody's Corporation


Analytics and data division of S&P Global Inc.


Fitch Ratings is subsidiary of Fitch Group, owned by Hearst Communications


KBRA is a subsidiary/division of Kroll Inc.


DBRS Morningstar is credit ratings division of Morningstar; acquired July 2019


Hired from Moody's; co-founder with Sean Egan


Transitioned from president to chairman in 2023


AUC: $46.6 trillion | Global Custodian of the Year 2024-2025 | Big Four custodian | Source: BNY.com, Global Custodian Awards 2024


Global Custodian | $580B+ AUC from Mizuho acquisition (Oct 2025) | Charles River Development ownership | Source: StateStreet.com, Risk.net


$35+ trillion AUC (end 2024) | Big Four custodian | Record $5.1B revenue (Securities Services) | Source: JPMorgan.com


$5 trillion AUA | 50-country network | Launching crypto custody 2026 | Big Four custodian | Source: Citi.com


Global securities services provider | Custody, fund administration, issuer services | Source: HSBC Business


Global FSS platform | Presence in emerging markets, Asia-Pacific | Source: StandardChartered.com


$3.3 trillion AUC | $1.2 trillion AUA | Investor services, wealth management, custody | Source: BBH.com


Global securities services provider | Part of BNP Paribas CIB | Institutional custody, fund administration | Source: BNPParibas.com


Global asset servicing provider | Serves asset owners and asset managers | Leadership restructure June 2026 | Source: NorthernTrust.com


C$3.1 trillion AUA (Q2 2026) | Canadian leader | Growing global presence | Source: RBC.com


BNY Mellon | Appointed Chair effective Sept 1, 2026 | Former Goldman Sachs (26 years, Treasurer & CRO) | Joined BNY as Vice Chair Oct 2020 | Source: BNY.com, Banking Dive


State Street Corporation | Leading State Street through custody expansion and Charles River integration | Source: StateStreet.com, SEC Filings


JPMorgan Securities Services | Nearly 30-year JPMorgan employee | Inducted into Global Custodian Hall of Fame | Grew AUC 14% to $35T+ | Source: JPMorgan.com


JPMorgan Securities Services | Central role in business transformation | Honored 2024 Leaders in Custody awards | Source: JPMorgan.com


State Street Company | EVP State Street | Former CRO Charles River | Oversees sales, marketing, delivery, operations | Source: StateStreet.com


Citigroup | Leading crypto custody initiative for 2026 launch | Overseeing custody solution development | Source: Decrypt, CNBC/PYMNTS


HSBC | Oversees custody, fund administration, issuer services globally | Source: HSBC Business


Standard Chartered | 30+ years securities services (BNP Paribas, HSBC) | Chair Standard Chartered Bank Luxembourg | Supervisory Board member SC Bank AG | Source: StandardChartered.com


Standard Chartered | Appointed eff. July 1, 2026 | Based Dubai | Regional Head Securities Services Africa (May 2019), Head Markets South Africa (Sept 2024) | Source: StandardChartered.com


Standard Chartered | Strategic product leadership for FSS | Source: StandardChartered.com


BNP Paribas | Appointed eff. Jan 1, 2026 | Former Head Americas Securities Services | CCCO CIB Americas | HR background (talent, diversity, leadership development) | Source: BNPParibas.com


BNP Paribas | Also Chairman Financial Institutions Coverage (FIC) | CEO Securities Services & Chairman FIC (Oct 2022-present) | General Manager BNP Paribas Securities Services (May 2010+) | Source: BNPParibas.com


BNP Paribas Securities Services | Appointed 2026 | Northern Trust veteran | Source: TradingView/Reuters


RBC Investor Services | Appointed Oct 2023 | Former President & CEO TSX Trust | Scaled RBC IS to C$3.1T AUA (15% YoY growth Q2 2026) | Integrated AST Investor Services | Source: RBC.com


Royal Bank of Canada | Global oversight RBC wealth management businesses including RBC Investor Services | Source: RBC.com


Northern Trust | Appointed eff. June 1, 2026 | 20+ years ops, strategy, transformation | Former Global Fund Services (GFS) head EMEA | Expanded role: asset owners + asset managers | Source: NorthernTrust.com


Northern Trust | Appointed eff. June 1, 2026 | ~10 years at NT servicing asset owners | Former Asset Owners Europe lead | Source: NorthernTrust.com


Northern Trust | Appointed eff. June 1, 2026 | Integrating full NT capabilities for sophisticated client/prospect/vendor relationships globally | Source: NorthernTrust.com


Northern Trust | Appointed eff. June 1, 2026 | Reports to Clive Bellows, co-president NT Asset Servicing | Source: NorthernTrust.com


Northern Trust | Oversees Asset Servicing business units and leadership restructure (June 2026) | Source: NorthernTrust.com


BNY Mellon | Oversees major division serving investors and wealth clients | Source: BNY.com


BNY Mellon | Leads treasury and banking services division | Source: BNY.com


BNY Mellon | Senior leadership role overseeing strategic initiatives | Source: BNY.com


BNY Mellon | Operations and organizational leadership | Source: BNY.com


BNY Mellon | Financial leadership | Source: BNY.com


BNY Mellon | Legal and compliance leadership | Source: BNY.com


BNY Mellon | Technology and engineering leadership | Source: BNY.com


BNY Mellon | Commercial and business development leadership | Source: BNY.com


BNY Mellon | Operations leadership for major business units and technology platforms | Source: BNY.com


JPMorgan | Corporate & Investment Banking co-leadership | Spoke on Securities Services strategy at Investor Day | Source: JPMorgan.com


CEO & Chair (eff. Sept 1, 2026) | 26-year Goldman Sachs tenure before joining BNY Oct 2020 as Vice Chair


Chairman, CEO & President | Leading State Street custody growth and Charles River integration 2026


President & Head | State Street Company | EVP State Street


Executive Vice President | Leads Charles River Development (State Street owned)


CIB Co-CEO | Strategic leadership for Securities Services division


Global Head of Partnerships & Innovation, Services Division | Leading crypto custody 2026 launch


Global Head of Securities Services | Oversees custody, fund administration, issuer services


Global Head, FSS | 30+ years securities services background | Chair SC Bank Luxembourg


Head FSS Middle East & Africa (eff. July 1, 2026) | Based Dubai | Regional progression from SSS Africa to Markets South Africa head


Global Head, Product Management FSS | Strategic product leadership


Global Head of Securities Services (eff. Jan 1, 2026) | Former HR background, Americas FSS head


Executive Chairman | CEO Securities Services (Oct 2022+) | General Manager since May 2010


Global Head of Hedge Fund Services (2026) | Northern Trust background


Chief Executive Officer (Oct 2023+) | Scaled to C$3.1T AUA (15% YoY Q2 2026) | Former TSX Trust CEO


Group Head RBC Wealth Management | Strategic oversight RBC IS and wealth businesses


Head of Asset Servicing EMEA (newly expanded, eff. June 1, 2026) | 20+ years ops/strategy | From GFS EMEA


Head of Asset Owners EMEA (expanded, eff. June 1, 2026) | ~10 years NT | From Asset Owners Europe


Head of Enterprise Strategic Relationships (new role, eff. June 1, 2026) | Global client/vendor relationships


Head of Asset Servicing Americas (eff. June 1, 2026) | Reports to Clive Bellows


Co-President Asset Servicing | Oversees business unit leaders and 2026 restructure


CEO Investor Solutions & Wealth Management | Major division leadership


CEO Treasury Services | Custody-adjacent services leadership


Executive Vice Chair | Strategic senior leadership


CAO & Interim Chief People Officer | Operations and organizational leadership


Chief Financial Officer | Financial stewardship of $46.6T AUC business


Senior EVP, General Counsel | Legal and regulatory leadership


Interim CIO & Global Head Engineering | Technology infrastructure for global custody


Chief Commercial Officer | Commercial strategy and business development


COO Pershing/Wealth/Investment Management Technology | Operations of major custody-serving platforms


State Street acquired Charles River Development | Matt Daly leads as President & Head


Part of JPMorgan Chase corporate structure | $35T+ AUC | Big Four custodian


Part of BNP Paribas CIB | Global securities services provider


Part of Northern Trust Corporation | Global asset servicing platform


Part of HSBC Holdings | Global custody and securities services provider


Part of Citigroup ICG | Global securities services with crypto custody launch 2026


Leading publication for institutional investors and money managers


Award-winning reporter on finance and asset management


Senior editorial staff at Institutional Investor


Contributing staff at Institutional Investor


The International Newspaper of Money Management, serves institutional investors for 50+ years


Responsible for platform expansion and audience growth


Leading global financial news and data provider


Leadership of Bloomberg's editorial operations


Oversees Bloomberg.com's markets and finance coverage


Moves from Bloomberg to iCapital in August 2025; continues hosting Bloomberg Bullish


Senior reporter and deputy London bureau chief


Major international financial journalism outlet, established 1888


Oversees editorial operations in US and Americas from New York bureau


Recent appointment to FT editorial board


Leading US business newspaper, owned by News Corp/Dow Jones


Leads editorial voice and opinion section


Contributing to editorial perspective on markets and policy


Magazine for world's largest asset owners; formerly aiCIO; owned by Strategic Insight


Regional editorial leadership for Europe


Dow Jones subsidiary; weekly investment magazine founded 1921


Veteran financial editor with market experience; creator of successful initiatives


Leading hedge fund industry publication; runs major summits and awards


Financial journalist specializing in hedge funds and credit


Formerly Financial & Risk business of Thomson Reuters; serves 40,000+ institutions in 190+ countries


Parent of Refinitiv; operates across finance, legal, and media


Leadership in enterprise customer segment


Dow Jones/News Corp subsidiary; founded 1997


Platform for equity research analysts and financial writers


Editor since early publication history; nearly 30 years tenure


Editor-in-Chief and Chief Content Officer since April 2022


U.S. Assistant Managing Editor prior to P&I role


Earlier career role in investment journalism


Editor-in-Chief overseeing all editorial operations


Managing Editor responsible for markets coverage


Lead Wall Street Correspondent and TV anchor; departed 2025


Chief Investment Strategist since August 2025


Managing Editor EMEA Deals; appointed May 2026


US Managing Editor since March 2025; oversees US and Americas editorial


Contributing Editor; recent appointment 2026


Editorial Page Editor; Pulitzer Prize winner


Editor-in-Chief as of 2026; 12+ years at publication


Head of Research; financial journalist covering alternatives


Senior leadership in enterprise law firm segment


Senior leadership in corporate finance segment


Financial & Risk business formerly part of Thomson Reuters


Early-stage startup accelerator founded 1996; funds ~1,000 companies/year


YC President & CEO since Jan 2023; co-founder Initialized Capital; former Palantir


YC GP; founded Triplebyte (acq. Karat), Auctomatic (acq. Live Current Media); Oxford


YC MD/GP; co-founder Scribd (top 100 web); Harvard CS dropout


YC GP; co-founder Creative Market ($100M+ creator sales)


YC GP; co-founder Escher Reality (acq. Niantic); Pokemon GO AR tech


YC GP; Airbnb growth lead 4.5yr; co-founder Heysan; Voxer head growth


YC GP; co-founder Algolia search API; PhD Computer Science


YC GP; co-founder Monzo, GoCardless; OBE 2019


YC GP; co-founder Perfect Audience (acq. Marin Software); angel investor


YC GP; co-founder Optimizely ($100M+ ARR); UIUC Master's CS


YC GP; co-founder Reverie Labs (acq. Ginkgo Bioworks); deep learning researcher


YC GP; co-founder/CEO Clever (acq. $500M); 60% US students using platform


YC GP; co-founder Bump, Google Photos; 150M+ users


YC GP; co-founder/CTO PagerDuty (NYSE:PD); Fortune 500 users


YC GP; co-founder AtoB fintech ($800M valuation); immigrant founder story


YC GP; co-founder/CTO FutureAdvisor (acq. BlackRock); MIT EECS


Global accelerator network; 50+ cities; $220K for 8% equity; 3,900+ portfolio companies


Techstars co-founder (2006); returned as CEO May 2024; invested in Uber, Twilio, SendGrid


Techstars co-founder (2006); Colorado Governor


500 Startups rebranded; $150K for 6% equity; 80+ countries; 2,800+ portfolio companies; $2.4B AUM


500 Global co-founder (2010); early-stage venture pioneer


500 Global CEO/co-founder; transformed from niche accelerator to multi-stage global VC


Founded 2017 Singapore; 30+ cities; 1,500+ investments; $510M funds announced Jan 2026


Zero-equity accelerator; 550+ corporate partners; 2,379 portfolio companies; 38 unicorns; Fortune 500 access


Talent-investor model; 19 countries; 641+ startups; $16B collective portfolio valuation; $200M raised March 2026


European VC; EUR1.2B AUM; pre-seed to growth; EMEA offices; Africa/Middle East fund 2026


Nonprofit zero-equity accelerator; Boston-based; 4,000+ companies supported; $9B+ raised by portfolio


MassChallenge co-founder (2009); ex-Bain strategy consultant


Silicon Valley B2B/enterprise accelerator; $25K seed; 80+ exits; 6 unicorns; $5B+ raised


Alchemist founder; Fenwick & West lecturer Stanford


Alchemist CEO; ex-Microsoft for Startups Global MD; 20+ years tech


Alchemist COO; ex-Microsoft; senior consulting roles


Alchemist MD; enterprise sales & customer validation coaching


Alchemist VP; AI & enterprise software strategy


Boulder-based accelerator; 12-week program; hardware/healthtech/AI; $35K seed + $1.7M partner perks


Stanford nonprofit; zero-equity; $1M+ resources; mentorship; Silicon Valley investor access; Opening The Link hub 2027


LA-based VC founded 2015; $22.3M avg seed investment; 30+ seed investments


Sound Ventures co-founder; actor/entrepreneur


Founded 2004; seed-focused; early-stage pioneers; $2.4B+ under management


Pre-seed accelerator; 250+ cities; 7,000+ portfolio companies; AI-native company builder


Founder Institute founder (2009); CEO Decile Group


Miami/SF venture studio founded 2012; consumer-tech focus; companies: Hims, Bungalow, OpenStore; $320M 4th fund


Atomic founder/CEO; launched 2 of 10 fastest-growing SV startups; serial entrepreneur


Seattle-based startup studio & VC fund founded 2015; $105.7M annual revenue; AI/deep tech focus


PSL co-founder; Madrona Venture Labs co-founder; 2026 annual revenue $105.7M


PSL co-founder; ex-Voyager Capital venture partner


PSL co-founder; ex-Madrona Venture Group venture partner


PSL advisor; CEO Allen Institute for AI (AI2)


Startup studio founded 2013 by Garrett Camp; SF-based; 20+ companies created; $350M raised


Expa founder; ex-Uber, StumbleUpon, Eco founder; hands-on studio model


eFounders rebranded 2022; Brussels/Paris-based SaaS studio founded 2011; 30+ companies; $5B+ portfolio value; 3 unicorns


Hexa/eFounders co-founder (2011); SaaS studio lead


Hexa/eFounders co-founder (2011); Belgian


Hexa/eFounders co-founder; founder of vertical studio


Logic Founders fintech studio founder (Hexa vertical)


3founders web3 studio founder (Hexa vertical)


Indianapolis-based B2B SaaS venture studio & VC fund; pioneered venture studio model (2015); portfolio: Lessonly, MetaCX, Mandolin


UC Berkeley accelerator; Sutardja Center for Entrepreneurship & Technology; deep tech & AI focus


Harvard innovation lab; HBS/engineering integration; tech entrepreneurship focus


Remote-first venture studio; SaaS & developer tools focus; founded 2024+


Paragraph Venture Studio founding partner; 2 exits CEO, 5 exits board director


AI-first venture studio; creating enterprise AI companies


Builders founder/MD; 25+ years tech launches; AI enterprise focus


President & CEO since Jan 2023; General Partner


Chief Operating Officer (appointed July 2019)


Head of Business Development & Partnerships


Founder & Executive Chairman; CEO Decile Group


Co-Founder & Managing Director; Madrona Venture Labs founder


Founder & Senior Partner; SaaS studio lead


Top global PE advisor; #1 in LSEG PE rankings 2025; advised $274.2bn in PE-backed M&A


#2 PE advisor globally 2025; expanding Asia practice with Singapore office 2026


#3 PE advisor globally; largest US firm presence in London; $786.7bn in M&A deals 2025


$621.2bn M&A deals 2025; $12.152M per equity partner 2026; elite deal advisory


#1 M&A Financial Advisory Q1 2026; $2.507M revenue per lawyer; hedge fund and private equity expertise


Major M&A practice; global corporate advisory; $2.255M revenue per lawyer 2026


New Magic Circle member 2026; PE sponsor advisory; M&A and capital markets practices


Advised $1.3+ trillion in M&A deals since 2020; 239 partners 2026; PE and sports investment practices


40+ year PE market leader; advises 50%+ of world's largest PE firms; fund formation and lifecycle advisory


Magic Circle merger completed May 2024; 3,400+ attorneys; 49 offices; $3.4bn revenue


Magic Circle UK firm; PE and leveraged finance practices; US expansion drive 2026


Magic Circle firm; 26 partner promotions 2026; funds and investment management practice


Leading hedge fund specialist; fund formation and seeding expertise; recent merger integration


Equity-only partner model; PE and corporate practice; antitrust and regulatory expertise


Kirkland & Ellis; leading PE fundraising and fund formation expertise; 2026 industry voice


Moved Wachtell to Latham & Watkins 2026; advised RTX separation, Diamondback/Endeavor merger, Hess/Chevron acquisition


Moved Wachtell to Latham & Watkins 2026; advised UTC/Raytheon $147bn, T-Mobile/Sprint $146bn mergers


Joined Sullivan & Cromwell London Jan 2026; leads PE sponsor acquisition and leveraged finance practice


Joined Sullivan & Cromwell London Jan 2026; leads European private credit offering


Cravath, Swaine & Moore; M&A and corporate governance expertise


Cravath; complex M&A, investments, joint venture transactions


Cravath; major transactions across multiple industries


Cravath; M&A, corporate governance, activism defense


Cravath; high-stakes M&A and governance; pharma and financial services focus


Cravath; elected partner effective Jan 1, 2026


Cleary Gottlieb; elected effective Jan 1, 2026; oversees 239 partners, 51 counsel


Joined Cleary Gottlieb April 2026; PE sponsor and sovereign wealth fund advisor; sports investment focus; Law360 Rising Star


Cleary Gottlieb; PE transaction advisory


Cleary Gottlieb; promoted to partner Jan 1, 2026


Debevoise & Plimpton; large M&A acquisitions and disposals for PE firms


Debevoise & Plimpton; multi-billion dollar buyouts; Clayton, Dubilier & Rice counsel


Debevoise & Plimpton; heads funds and investment management group


Debevoise & Plimpton; funds and investment management practice


Moved Kirkland to Simpson Thacher London 2026; PE advisory expertise


Simpson Thacher; cross-border PE and M&A Asia-Pacific focus


Simpson Thacher; relocated to Singapore from New York 2026; sponsor advisory


Simpson Thacher; cross-border PE/M&A; real asset and infrastructure focus Asia-Pacific


Simpson Thacher; energy and infrastructure M&A advisory; global scope


Simpson Thacher Singapore; leads Funds Practice with Adam Furber


Simpson Thacher; collaborates with Tony Liu on Asia funds matters


Moved Kirkland to Simpson Thacher Feb 2026; restructuring expertise


Moved Kirkland to Simpson Thacher Feb 2026; restructuring and corporate restructuring


Simpson Thacher; aligned with new Capital Structure Solutions Practice 2026


Wachtell, Lipton, Rosen & Katz; appointed Nov 2023; M&A and corporate advisory


Wachtell; appointed Nov 2023; M&A leadership; Feb 2026 deal activity communications


Wachtell; M&A and strategic corporate advice; elite practitioner


Wachtell; major M&A and corporate governance advisor


Wachtell; M&A expertise; pharma, energy, technology focus


Wachtell; M&A, governance, securities; technology sector focus


Wachtell; bet-the-company M&A advisory; sophisticated transactional practice


Moved Paul Hastings to A&O Shearman; leads US energy PE business; 15+ years PE sponsor advisory


Clifford Chance; BDCs, registered funds, specialty finance expertise


McDermott Will & Schulte (Schulte Roth & Zabel); hedge fund formations; M&A experience


McDermott Will & Schulte; hedge fund formation and management


McDermott Will & Schulte; hedge fund formation and operations


Partner and Executive Committee Member; leads PE fundraising practice


Partner in banking, private credit, capital markets; joined 2026 from Wachtell


Former partner; banking and private credit focus


Partner in M&A and private equity; joined 2026 from Wachtell


Partner in PE sponsor and leveraged finance; London office; joined Jan 2026


Partner in private credit; London office; joined Jan 2026


Presiding Partner; M&A and corporate governance expertise


Co-Head, Global M&A Practice; governance and activism defense


Partner; high-stakes M&A; pharma and financial services


Partner, Americas M&A and Private Equity; joined April 2026; PE sponsor and sovereign wealth fund advisor


Co-Leader, Americas Private Equity Transactions Group


Partner; multi-billion dollar buyouts; Clayton, Dubilier & Rice counsel


Partner; heads funds and investment management group


Partner; funds and investment management practice


Partner; private equity; London office; joined 2026 from Kirkland


Co-Head, Asia Private Equity Practice; relocated to Singapore 2026


Partner; cross-border PE and M&A; real assets and infrastructure Asia-Pacific


Partner; energy and infrastructure M&A; global scope


Partner; Private Funds; Singapore office; leads Funds Practice with Adam Furber


Head, Asia Funds Practice; collaborates on funds matters


Partner; Capital Structure Solutions; joined Feb 2026 from Kirkland


Former partner in capital structure solutions


Partner; Restructuring; aligned with Capital Structure Solutions Practice 2026


Chair, Executive Committee; firm leadership 2026


Co-Chair and Co-Managing Partner; M&A leadership


Founding Partner; M&A and strategic corporate advice


Partner; major M&A and corporate governance advisor


Partner; M&A and securities; pharma, energy, technology focus


Co-Chair, Corporate Department; M&A, governance, securities expertise


Partner; Energy Private Equity; leads US energy PE business; joined from Paul Hastings


Partner; Funds and Investment Management; BDCs and registered funds expertise


Partner; hedge funds and M&A formations expertise


Partner; hedge fund formation and management


Partner; hedge fund formation and operations


Global asset and wealth management services, fund audit, alternative investments practice


Private equity, alternative investments, fund services, institutional asset management


Investment management, alternative investments, fund services, private equity advisory


Alternative investments practice, hedge fund audit, fund services, Level 1 AIFM expertise


Private equity, alternative investments, fund audit services across US and global midmarket


Asset management, private equity, fund audit, registered investment company services


Alternative investments, private equity, fund audit and assurance services


Real estate funds, private equity, alternative investments accounting and tax


Largest single-office accounting firm in US; 300+ investment partnerships; hedge fund, fund-of-funds, PE accounting


Fund administration services, private equity fund administration, fund services buyer's guide


EY - leads private equity practice across Americas region; author of EY Private Equity Trends 2026


EY - leads global private equity practice; author of EY Private Equity Trends 2026


Deloitte Tax - principal responsible for overall investment management strategy and offerings


Deloitte Consulting - leads investment management consulting services business; asset managers, asset services, asset owners


Deloitte - leads asset management practice and operations/technology transformation


Deloitte - co-leads asset management and operations/technology functions


Deloitte - leads asset manager specialization


Deloitte - leads asset services practice supporting fund and platform operations


Deloitte - co-leads asset services practice


Deloitte - leads asset owners practice for institutional investors


Deloitte - leads asset owners and private equity specializations


Deloitte - co-leads private equity practice for US market


Deloitte - leads private equity and M&A/restructuring specializations


Deloitte - leads wealth management and retirement planning services


Deloitte - co-leads retirement and human capital functions


KPMG Dublin - responsible for alternative investments practice; expertise in AIFM directive; ~50% fund AUM audited in Guernsey


Forvis Mazars - manages private equity practice across midmarket; featured in GrowthTV on PE-backed M&A trends


Forvis Mazars - leads asset management specialization for funds and asset managers


Grant Thornton - leads asset management practice and advisory services


Grant Thornton - leads global private equity practice across all regions


BDO - specializes in asset management sector audits; 20+ years experience


BDO - focuses on fund structuring and European investor tax reporting for traditional and alternative asset managers


CohnReznick - leads private equity practice; 20+ years advising large and middle-market PE firms


CohnReznick - leads value creation practice; works with financial sponsors on M&A value maximization


CohnReznick - Mid-Atlantic region lead for commercial real estate and fund management


CohnReznick - leads commercial real estate and real estate funds practice


CohnReznick - South/West region lead for commercial real estate practice


Anchin, Block & Anchin - CPA, MST; leads fund tax services and financial services industry practice


Anchin, Block & Anchin - CPA, CGMA; leads audit and assurance for financial services entities and hedge funds


Anchin, Block & Anchin - leads tax services; recognized by Jim Cramer for guidance to hedge fund community since 1987


Anchin, Block & Anchin - CPA; specializes in financial services tax matters


Anchin, Block & Anchin - CPA; financial services practice member


Anchin, Block & Anchin - CPA; financial services specialization


EY Americas Private Equity Leader - leads PE practice; https://www.ey.com/en_us/insights/private-equity/leading-through-change-2026-private-equity-trends


EY Global Private Equity Leader - global PE practice oversight; https://www.ey.com/en_us/insights/private-equity/leading-through-change-2026-private-equity-trends


Vice Chair & US Investment Management Leader; https://www.deloitte.com/us/en/industries/investment-management/about.html


Partner & Investment Management Leader; Casey Quirk practice; https://www.deloitte.com/us/en/industries/investment-management/about.html


Asset Manager Leader; https://www.deloitte.com/us/en/industries/investment-management/about.html


Asset Manager & Operations/Technology Transformation Leader; https://www.deloitte.com/us/en/industries/investment-management/about.html


Asset Services Leader; https://www.deloitte.com/us/en/industries/investment-management/about.html


Asset Owners Leader; https://www.deloitte.com/us/en/industries/investment-management/about.html


Asset Owners & Private Equity Leader; https://www.deloitte.com/us/en/industries/investment-management/about.html


US Private Equity Leader; https://www.deloitte.com/us/en/industries/investment-management/about.html


US Private Equity Leader & M&A and Restructuring Leader; https://www.deloitte.com/us/en/industries/investment-management/about.html


Wealth Management & Retirement Leader; https://www.deloitte.com/us/en/industries/investment-management/about.html


Retirement & Human Capital Leader; https://www.deloitte.com/us/en/industries/investment-management/about.html


Head of Alternatives, Partner in Dublin; https://thehedgefundjournal.com/kpmg-d1/


National Industry Leader of Private Equity; https://www.forvismazars.us/industries/private-equity


Asset Management Industry Leader; https://www.forvismazars.us/industries/financial-services/asset-management


Advisory Partner & Head of Asset Management; https://www.grantthornton.com/industries/asset-management


National Managing Partner & Global Head of Private Equity; https://www.grantthornton.com/industries/private-equity


Partner, Financial Services Audit; specializes in asset management sector; https://www.bdo.com/industries/financial-services/asset-management


Partner, Financial Services Tax; fund structuring specialist; https://www.bdo.com/industries/financial-services/asset-management


Private Equity Practice Leader; 20+ years PE experience; https://www.cohnreznick.com/insights/cohnreznick-names-sachs-private-equity-practice-leader


Partner & Value Creation Practice Leader; M&A value maximization; https://www.cohnreznick.com/people/ryan-paskin


Regional Leader, Commercial Real Estate - Mid-Atlantic; https://www.cohnreznick.com/insights/cohnreznick-elevates-three-to-commercial-real-estate-leadership-roles


Regional Leader, Commercial Real Estate; https://www.cohnreznick.com/insights/cohnreznick-elevates-three-to-commercial-real-estate-leadership-roles


Regional Leader, Commercial Real Estate - South/West; https://www.cohnreznick.com/insights/cohnreznick-elevates-three-to-commercial-real-estate-leadership-roles


Tax Partner & Financial Services Leader; fund tax services; https://www.anchin.com/industries/financial-services/


Partner & Assurance Leader - Financial Services; hedge fund audits; https://www.anchin.com/industries/financial-services/


Executive Principal & Tax Department Leader; hedge fund advisory since 1987; https://www.anchin.com/industries/financial-services/


Partner, Financial Services Tax; https://www.anchin.com/industries/financial-services/


Partner, Financial Services; https://www.anchin.com/industries/financial-services/


Top-tier consultancy with dedicated Financial Services and Private Capital practices


Global consultancy with Financial Institutions and Private Equity practices


Tier-1 consultancy specializing in private equity and financial services


Marsh subsidiary specializing in banking, financial services, and PE consulting


Specialty firm focused on PE performance improvement and distressed situations


Leading restructuring and PE performance improvement practice with PEPI division


Fortune 500 IT services firm with financial services consulting division; 738,000 employees


IT services and consulting firm focused on regulated industries and ERP-anchored transformation


Specialist consultancy in commercial due diligence and PE advisory


Global Big 4 firm with financial services and private equity consulting practices


Global Big 4 firm (Ernst & Young) with financial services and private equity specialization


PricewaterhouseCoopers - Big 4 with private equity and financial services practices


Global Big 4 firm with dedicated private equity and asset management sectors


Bain & Company | Boston | Global PE practice leadership


Bain & Company | Boston | PE practice co-author of 2026 Global PE Report


Bain & Company | Boston | Regional PE leadership


Bain & Company | Düsseldorf | Regional PE leadership


Bain & Company | Hong Kong | Regional PE leadership


Bain & Company | Tokyo | Regional PE leadership


Oliver Wyman | London | Appointed March 31, 2026; 30+ year tenure at firm; former Global Head of Financial Services


Oliver Wyman | Newly created role (May 2026); previously Chief Operating Officer for 13+ years; reports to Ted Moynihan


Oliver Wyman | Appointed May 2026; 20-year tenure; formerly General Counsel; drives operating model transformation


Oliver Wyman | Appointed May 2026; newly created role; 30+ years consulting/banking experience; formerly led Banking & Financial Services Practice Americas


Oliver Wyman | Newly created position for guiding clients through uncertainty and complex transformation


Oliver Wyman | Former Federal Reserve Assistant Director; expert in bank restructuring


Alvarez & Marsal | January 2026 hire; formerly CEO at multiple companies; ex-PEPI division Managing Director


BCG | Paris | Member of Financial Institutions practice; leader of Payments & Fintech segment; advises in payments, fintech, retail banking


AlixPartners | Co-promoted to co-CEO effective February 1, 2026


L.E.K. Consulting | Boston | PE commercial due diligence specialist


L.E.K. Consulting | San Francisco | PE specialist


L.E.K. Consulting | Los Angeles | PE specialist


L.E.K. Consulting | New York | PE specialist


L.E.K. Consulting | Paris | PE specialist


L.E.K. Consulting | Madrid | PE specialist


L.E.K. Consulting | Sydney | PE specialist


L.E.K. Consulting | Melbourne | PE specialist


EY | Promoted 2026 to lead financial services division


EY | Based in metro New York | PE sector leadership


PwC | Leads profession-leading tax line of service; financial services tax expertise


PwC | Sets strategy for audit, attest, ESG and digital assurance capabilities


KPMG | Appointed 2026 to lead AM/PE divisions


Bain & Company | Co-author of 2026 Global PE Report with Hugh MacArthur and Rebecca Burack


Bain & Company | Led team for 2026 Global PE Report production


Partner and Head of Global Private Equity Practice at Bain


Partner and Chairman of Global Private Equity Practice at Bain


Partner and Head of Americas PE Practice at Bain


Partner and Head of EMEA PE Practice at Bain


Partner and Co-Head of Asia-Pacific PE Practice at Bain


Partner at Bain & Company leading PE research


President and CEO of Oliver Wyman (since March 31, 2026); 30+ year tenure


Chief AI and Data Officer at Oliver Wyman (appointed May 2026)


Global Chief Operating Officer and Chief of Staff at Oliver Wyman (appointed May 2026)


Head of Strategy and Growth at Oliver Wyman (appointed May 2026)


Global Head of Leadership and Change at Oliver Wyman


Partner in Banking and Financial Services Practice at Oliver Wyman


Formerly led Banking & Financial Services Practice in the Americas before current role


Managing Director & Senior Partner in Financial Institutions Practice at BCG Paris


Managing Director in Operational Restructuring Practice at A&M (joined January 2026)


Co-Chief Executive Officer at AlixPartners (since February 1, 2026)


Partner in Private Equity practice at L.E.K. Boston


Partner in Private Equity practice at L.E.K. San Francisco


Partner in Private Equity practice at L.E.K. Los Angeles


Partner in Private Equity practice at L.E.K. New York


Partner in Private Equity practice at L.E.K. Paris


Partner in Private Equity practice at L.E.K. Madrid


Partner in Private Equity practice at L.E.K. Sydney


Partner in Private Equity practice at L.E.K. Melbourne


Americas Financial Services Organization Leader at EY


EY Americas Private Equity Leader based in metro New York


Global Private Equity and Principal Investors Leader, Partner at PwC


US Private Equity Sector Leader and Managing Partner at KPMG US


National Sector Leader for Asset Management and PE at KPMG


Jeremy Badman reports to CEO Ted Moynihan at Oliver Wyman


Paula McGlarry reports to CEO Ted Moynihan at Oliver Wyman


Mariya Rosberg reports to CEO Ted Moynihan at Oliver Wyman


Series G, $3.25B valuation, 1,400+ clients in 60+ countries. Data & AI platform for investment professionals. Mountain View, CA. Founded 2009.


CEO of Addepar since 2013. Former Palantir Technologies, Lehman Brothers Fixed Income Analytics.


Addepar Chief Financial Officer and Chief Operating Officer.


$1+ trillion AUM globally. Serves 3,000+ wealth management firms, 121,000 financial professionals. $283.9B in alts. Founded 1998. Manhattan, NY.


Appointed President of iCapital in January 2026.


iCapital Managing Director, Head of International.


iCapital Managing Director, Head of Capital Markets.


iCapital Managing Director, Chief Technology Officer.


iCapital Managing Director, Co-Head of iCapital Solutions.


iCapital Managing Director, General Counsel.


iCapital Managing Director, Chief Financial Officer.


iCapital Managing Director, Chief Product Officer.


iCapital Managing Director, Chief Operating Officer. CFA, CAIA.


iCapital Managing Director, Chief Marketing Officer.


iCapital co-founder, Managing Director, Co-Head of iCapital Solutions.


iCapital Managing Director, Chief People Officer.


Founded 2009. 32,000+ advisors, $4T network assets. Alternative investment platform leader. Competes with iCapital.


$7.4B valuation, $500M ARR, 2,059 employees. 50,000+ companies, 1.6M equity holders. 40,000 companies, 7,000+ VC funds. Founded 2012. Mountain View, CA.


Legacy cap table product (declining). Focus shifted to AngelList Stack. Competes with Carta. 3 institutional investors.


$7.5B valuation (June 2026), $600M+ ARR, 2,900 employees. 88% S&P 100 penetration. Acquired Sentieo May 2022 and Tegus July 2024. 260,000+ Tegus expert transcripts. Founded 2008.


CEO and founder of AlphaSense since 2008.


AlphaSense President and Chief Revenue Officer.


Appointed AlphaSense CFO on April 14, 2026.


AlphaSense Director of AI Thought Leadership. Explores AI trends for AlphaSense customers.


Acquired by AlphaSense May 11, 2022. Excel plug-in, quantitative screening. Founded 2011. Features integrated into AlphaSense for Equity Research.


Co-founder and Chairman of Sentieo. Former hedge fund analyst.


CEO of Sentieo prior to AlphaSense acquisition. Continued leadership post-acquisition.


Acquired by AlphaSense July 2024 for $930M. 260,000+ expert call transcripts. Institutional intelligence platform.


500+ investment firms, $4T+ client assets. $8B/day transaction volume, 10,000+ funds. Cloud-based treasury platform.


Founder and Executive Chairman of Hazeltree.


CEO of Hazeltree, appointed February 2025.


Promoted to Chief Client Officer at Hazeltree.


Hazeltree Managing Director of Data Insights.


Hazeltree Senior Vice President, Services.


Hazeltree Managing Director of Hedge Funds.


$2.5T+ AUM. Formed 2019 from merger of BlackMountain Systems and AltaReturn. Supports fundraising, deal mgmt, portfolio monitoring, fund accounting, investor reporting. Coral Gables, FL.


CEO of Allvue. Former CEO Vector Solutions, CEO/President FrontStream. Naval Academy, Harvard MBA.


Allvue CFO. 30+ years tech finance. Former CFO Marketing Evolution, DHI Group, Right Media. PwC partner. BS Accounting, Boston College.


Allvue Chief People Officer. Former CPO Qontigo, Fundtech, Octave Group.


Allvue CCO. 30+ years fintech. Former Group Head Digital Sales LSE Group, SVP/GM Finastra (scaled $200M to $2B).


Allvue CTO. 25+ years product/tech. Former CTO NextGen Healthcare, leadership ACI Worldwide, Kofax. University of Cincinnati.


Allvue CPO. 25 years scaling SaaS. Former EVP/CPO Insurity, CPO Tangoe and Medidata. MBA Rutgers.


Allvue Chief Data & Analytics Officer. Former SVP LSEG, Nasdaq, Preqin, S&P Global. MBA Pace.


Allvue CLO. In-house attorney specializing commercial, data, tech transactions. Former GC North America NielsenIQ. JD Case Western Reserve.


Allvue Chief of Staff. Former Director Strategy& PwC advising financial sponsors. MSc Finance & Economics Warwick.


Co-founder of PFA Solutions (acquired by Allvue). Former Chief Application Architect The Carlyle Group. 20+ years tech.


Founded 2007. Data aggregation, process management, business reporting for investment firms. Merged with AltaReturn to form Allvue 2019.


AI-driven investment platform. K Score (AI stock ranking). Conversational AI research agent (InvestGPT). Multi-asset trading signals.


Earnings transcript analysis, buy-side notes access. Part of Big Five institutional intelligence platforms with AlphaSense-Tegus, GLG, Third Bridge, AlphaSights, Guidepoint.


Chief Financial Officer (appointed Apr 2026)


AlphaSense acquired Sentieo May 11, 2022 for equity research integration


AlphaSense acquired Tegus July 2024 for $930M. Expert network integration.


Co-founder of PFA Solutions, acquired by Allvue


Black Mountain Systems merged with AltaReturn to form Allvue Systems in 2019


Global insurance brokerage, reinsurance, capital and investment consulting. SEC filings 2026.


CEO of Aon plc since 2005, age 63 as of 2026. Manages 3x3 Plan and Aon United strategy.


Global leader in risk, reinsurance, capital, people and investments, and management consulting.


CEO of Marsh McLennan as of January 2023, succeeding Dan Glaser.


Former President and CEO of Marsh McLennan 2013-2023. Now Operating Partner at Clayton, Dubilier & Rice.


Major insurance intermediary with Health, Wealth & Career and Risk & Broking divisions. Acquired Newfront 2026.


30-year veteran CEO of WTW, stabilized company post-merger collapse, focuses on operational hygiene.


Joined WTW from Marsh McLennan to revitalize placement capabilities.


Joined WTW 2026 following Newfront acquisition to focus on integration and talent acquisition.


World's largest employee-owned insurance intermediary, ~24,000-25,000 employees, 115+ countries.


Founded Howden Group in 1994, drives M&A and strategic growth. CEO in 2026.


Appointed May 2015, 50 years insurance industry experience, Chairman of Howden Group.


Appointed October 2024, 35 years experience in operations and technology.


Joined Howden January 2026, formerly CFO at News Corp for eight years.


Appointed 2026 to lead combined Europe, Middle East & Africa broking region.


Oversees US retail expansion and Latin American operations, appointed April 2026.


Regional CEO for UK and Ireland operations.


Joined 2025, manages retail broking and Private Wealth division across Asia.


Appointed October 2023, oversees multiple specialty insurance lines.


Joined 2016, leads underwriting division with 30+ years industry experience.


Appointed January 2024, leads global reinsurance operations.


Leads Latin America and Caribbean region for Howden, appointed April 2026.


Fortune 500 insurance brokerage, one of world's largest. Acquired AssuredPartners 2025.


One of Fortune 500's longest-tenured CEOs (36 years since 1986). Oversees strategic direction and M&A.


AJG President with 8 years tenure, part of lean leadership structure.


AJG CFO with 10 years tenure, internally promoted executive.


AJG legal and compliance executive with 7 years tenure.


Major US-based insurance broker with regional and specialty operations.


CEO of Hub International, leads executive management team.


Hub International CFO on executive management team.


Regional leadership for western US operations at Hub.


Leads largest insurance broker in Canada, regional CEO.


Regional leadership for Pacific region operations.


Regional leadership for eastern US operations.


Regional leadership overseeing South and Central US operations.


Serves on Executive Management Team, leads California operations.


Leads specialty programs and digital business lines.


Hub technology and operations executive.


World's largest privately owned insurance brokerage, 9th largest overall. ~15,000 associates in 160+ countries.


Son of founder Jack Lockton. Resumed CEO role February 2024. 30+ years with company.


Appointed 2026 as CEO of Lockton's Canadian operations.


Founded 2011, backed by GTCR and other PE firms. Acquired by Arthur J. Gallagher August 2025 for $13.45B.


Founder of AssuredPartners 2011. Moved to Executive Chairman when Randy Larsen became CEO.


CEO of AssuredPartners effective September 2023 until Gallagher acquisition August 2025.


Global reinsurance leader, top 3 by premium volume. Board of Management led by CEO.


Became CEO January 1, 2026. Previous CFO since 2019. With group since 2011. Age 50.


Appointed January 1, 2026 as Munich Re CFO. Joined group 2011, CFO Reinsurance since 2017.


Appointed August 1, 2025 as Munich Re CTO, newly created role.


CEO of Munich Re for 8 years. Retired end 2025. Munich Re shares rose 330% during his tenure.


Global reinsurance leader, ranks #1 by AM Best for IFRS 17 reporters.


CEO of Swiss Re since July 1, 2024. Joined Swiss Re 2019, previously CEO Corporate Solutions.


Major insurance operations within Berkshire Hathaway conglomerate. Ranks #1 by AM Best for non-IFRS 17 reporters.


Succeeded Warren Buffett as CEO January 1, 2026. Leads Berkshire Hathaway.


Leads Berkshire Hathaway insurance operations. Cautious on cyber insurance underwriting.


Specialty insurer in cyber, D&O, and tech risks. Acquired by Zurich March 2026.


Appointed Head of Marine at Beazley effective April 21, 2026.


Hired from Hiscox to lead US cyber and tech underwriting at Beazley.


Diversified specialist insurer in cyber, D&O, crisis management, and other specialty lines.


CEO of Hiscox since January 1, 2022. Previous CFO of Hiscox.


Major US insurance broker and intermediary.


CEO of Brown & Brown since July 2009. Delivers strong financial performance and organic growth.


Chairman at Brown & Brown, father of J. Powell Brown.


Specialty insurer with Casualty, Specialty, and Programs business units.


Joined Argo as CEO November 2023. Previously served as CFO at Argo.


Joined July 2025. Oversees day-to-day operations, IT, technical underwriting, and data analytics.


Joined February 2022. Manages financial reporting and projections.


Joined April 2020. Leads legal and compliance functions.


Joined January 2025. Previously at Vantage Risk and Aspen Insurance. Manages claims across all lines.


Joined 2016. Oversees enterprise risk management, capital management, and catastrophe management.


Joined May 2025. Directs pricing strategy across product lines.


Business unit leader since September 2020.


Business unit leader since November 2023. Oversees Property, Garage, Inland Marine, Tax Liability.


Joined April 2025. Leads HR operations at Argo Group.


Specialty insurance group. Acquired by Sompo Holdings, completed February 24, 2026.


Appointed CEO of Sompo UK following completed Aspen acquisition by Sompo February 2026.


Founded Hays Company in 1994, sold to Brown & Brown in 2018. Now Vice Chairman at Howden.


One of three Howden founding members, serves on Global Leadership Team.


Regional CEO reporting to Luigi Sturani, oversees MEA operations at Howden.


Leads Howden's India operations, reports to Rohan Bhappu, CEO Asia.


Promoted January 2026 from COO. Regional leadership.


Supports Sonia Caamaño as executive chairman for Howden Latin America region.


Chairman role supporting Amit Agarwal in India operations.


Became Co-CEO January 14, 2025 alongside Mike Hankin at investment advisory firm.


Co-CEO of Brown Advisory investment management firm.


CEO of Aon plc since 2005. SEC filings 2026.


CEO of Marsh McLennan since January 2023.


Operating Partner at CD&R after leaving Marsh McLennan.


President of Risk & Broking at WTW, joined from Marsh McLennan.


Newfront Co-Founder/CEO joined WTW 2026 post-acquisition.


Executive Chairman of Howden Group since May 2015.


Group Chief Operating Officer at Howden since October 2024.


Group Chief Financial Officer at Howden since January 2026.


CEO of Howden EMEA region since April 2026.


CEO of Howden Americas since April 2026.


CEO of Howden Asia Pacific, joined 2025.


CEO of Howden Specialty since October 2023.


CEO of DUAL Group (underwriting) at Howden since 2016.


CEO of Howden Latin America and Caribbean since April 2026.


Chief Sales Officer and President, U.S. West at Hub.


EVP California and CEO of HUB Southern California.


President of Programs & Specialties and HUB Digital.


Chairman and CEO of Lockton since February 2024.


CEO of Lockton Canadian Business, appointed 2026.


Founder and Executive Chairman of AssuredPartners.


CEO of AssuredPartners (pre-acquisition by Gallagher).


Chair of Board of Management / CEO of Munich Re since January 1, 2026.


Group CEO of Swiss Re since July 1, 2024.


CEO of Berkshire Hathaway since January 1, 2026. Oversees insurance operations.


Vice Chairman of Insurance Operations at Berkshire Hathaway.


Head of Marine at Beazley, appointed April 2026.


Head of US Cyber and Technology Underwriting at Beazley.


Former role at Hiscox as US cyber product head, now at Beazley.


President and CEO of Brown & Brown since July 2009.


General Counsel of Argo Group since April 2020.


Chief Claims Officer of Argo Group since January 2025.


Chief Risk Officer of Argo Group since 2016.


Chief Pricing Actuary of Argo Group since May 2025.


Head of Casualty at Argo since September 2020.


Head of Specialty at Argo since November 2023.


Head of Human Resources at Argo since April 2025.


SVP Marketing, Communications & Producer Management at Argo since September 2015.


CEO of Sompo UK following Aspen acquisition by Sompo February 2026.


CEO of Howden MEA, reports to Luigi Sturani.


President of HUB Ontario & Atlantic, promoted January 2026.


EVP Strategic Client Service Operations at Hub.


Executive Chairman, Latin America at Howden.


Co-CEO of Brown Advisory since January 14, 2025.


Former role at Aspen Insurance before joining Argo Group as Chief Claims Officer.


Transitioned from AssuredPartners CEO to Gallagher upon acquisition August 2025.


Moves from historical motion verification into named people, role owners, route owners, profile owners, field owners, taxonomy owners, platform diligence owners, content owners, and SME validators.


Expands NEPC, Callan, Mercer, Cambridge, Aksia, Albourne, Wilshire, Cerity, Verus, CAPTRUST, and named consultant reviewer rows into current-title and workflow-owner proof gaps.


Targets current-title proof around public pensions, endowments, foundations, hospitals, sovereigns, OCIO routes, and historical authority-change events.


Adds people around PM moves, fund closures, disbandments, team changes, relaunches, competitor capacity events, and replacement capital flows.


Turns route-level private-wealth and family-office rows into named owner rows or explicit monitor-only blockers.


Targets owners who control profile completeness, first-result rank, source lineage, export fields, taxonomy, and internal source-of-truth documents.


Backfills current owners and sleeve owners for ATP, NBIM, UK LGPS pools, GPIF/PIF gates, HOOPP/AustralianSuper/NZ Super rows, and sovereign route gaps.


Separates prime-broker cap-intro, placement-agent, OCIO, and allocator-introduction routes into owner and packet requirement rows.


Assigns ownership for answer-engine failures, citation policy, capture ledger, source-backed pages, HTML/PDF/deck mirrors, and retest tasks.


Maps SME roles needed to validate historical motion, workspace first-result behavior, profile owner paths, and decision-maker chatbot/workspace usage.


A person row supports active outreach only with current role, organization, authority/workflow, source, route, and evidence status; otherwise it remains a role gap or SME target.


After personnel rows are audited, route to hour 11 audit/scoring/next-hour routing with person gaps, current-status blockers, and SME priorities carried forward.


Appointed chair in 2026, succeeding Jerome Powell


Former Chair (until May 22, 2026), remaining as Board Governor through January 31, 2028


Federal Reserve vice chair for monetary policy


Governor since March 16, 2020; Chair, Monetary Policy Committee; Chair, Financial Stability Board (appointed April 2025)


Governor of the Bank of Japan; Chair of Policy Board


Governor since July 2023; leading monetary policy implementation


Governor (June 3, 2020 - June 3, 2027); Chair, Board of Directors; Chair, Group of Governors and Heads of Supervision


Governor of the RBA; active in monetary policy decisions and rate adjustments in 2026


26th Governor since December 11, 2024; Leading monetary policy decisions


Successor to Roberto Campos Neto; confirmed to four-year term starting January 2025


ECB President and chair of Governing Council


ECB Executive Board; Oversight of financial regulation


ECB Governing Council member (Netherlands)


Governor since February 2022; first female governor of Central Bank of Chile


Succeeded Rhee Chang-yong on April 20, 2026


27th Governor; tenure ended April 20, 2026


Central Bank of Norway; monetary policy decisions


Appointed March 13, 2026; term ends September 23, 2028


Board Governor (through January 31, 2028)


Closes the tick 110-120 cycle after personnel expansion by preserving citation integrity, graph scores, stale-row awareness, and a route decision for tick 122.


Current audit reports 100% citation coverage across 11151 nodes, 10337 edges, and 1862 allocation signals.


Graph scoring completed for 11151 nodes and 10337 edges, with 3200 communities and 32 stale nodes.


Top rows prioritize NYC BAM passive indexing, iCapital/private-wealth onboarding, manager termination replacement, CalPERS/eVestment registration, and GPIF registration.


Repeated blockers are current-title proof, manager-database owner proof, ODD veto ownership, private-wealth platform metadata ownership, hidden workspace source lineage, before/after historical owners, and actual chatbot/workspace user proof.


The next tick should attack pitchable open windows first while attaching current owner, platform metadata, and workspace-source-lineage proof to NYC BAM, iCapital, CalPERS/eVestment, GPIF, and active replacement rows.


The graph still reports 32 stale nodes; tick 122 must treat stale rows as recheck tasks unless a current source or SME confirms them.


The pitch-calendar exporter can rewrite stale tick values; loop state must be corrected from verified database counts after export.


Tick 121 can commit only after JSON validation, source and signal ingestion, citation audit, refreshed calendar, scoring, count check, corrected loop state, and scoped staged diff.


Citation audit is the first commit gate.


Scoring must complete before routing because bridge-node priority depends on PageRank, freshness, communities, and transcendence.


Actionable signal ranking drives the next hour route.


Top rows are live intake, onboarding, registration, and replacement rows, so the next cycle returns to open pitch windows.


Open pitch-window work must now carry current owner, metadata owner, workspace lineage, and actual surface-user proof.


Stale rows cannot be promoted in the next pitch-window pass without recheck proof.


Loop state must use audited counts before commit.


The tick cannot commit if citation coverage drops below 100%.


The tick cannot commit until graph scoring completes.


Routes the post-audit cycle into packet production for the strongest open/current rows while carrying owner, source-lineage, and SME proof blockers.


Requires the official notice, attachments, addenda, submission method, consultant database requirements, question deadline, award path, replacement-cycle context, and broad-fit SME question before outreach.


Requires fund data, subscription workflow, DDQ/ODD, reporting appendix, advisor education, portfolio-fit language, field labels, and metadata-owner proof.


Requires eVestment strategy/contact refresh, qualification-threshold go/no-go, direct proposal fallback, and source-backed total-fund completion framing.


Requires official registration surface, local compliance fields, quantitative risk, ESG alignment, liquidity terms, operational controls, owner/title proof, and sleeve proof.


Requires incumbent, weakness signal, sleeve, date, replacement/refill destination, before/after owner, and downgrade gate if capital destination is unknown.


Every open window must include current role, organization, authority or workflow, source, route, and evidence status or remain monitor-only.


Rows must attach the actual solicitation, platform, registration, or proposal fields before active outreach or answer-engine content claims.


NYC BAM in particular must be tested for whether passive indexing replacement implies broader quant/systematic applicability or only a narrow passive mandate.


After pitch-window packets are audited, tick 123 should test funding/rebalance cycles unless open-window packet blockers still dominate.


Moves from open pitch-window packet gates into dated capital-motion proof so current-intake rows can be timed against real funding, rebalance, and manager-change events.


MassPRIM PCS remains active and needs proof of whether the route is manager-facing, consultant-facing, or internal-only before packet promotion.


TRS July 16-17 board materials should be extracted for commitments, approvals, manager changes, committee routing, agenda, board book, summary, and recording URLs.


Florida SBA Q1 2026 new-manager report rows need manager, mandate, asset class, selection date, allocation or commitment, consultant, and document URL fields.


NYSCRF monthly disclosures should normalize hires, terminations, transaction type, asset class, placement-agent status, amount, close date, and emerging-manager route.


CalPERS board meetings, manager opportunities, eVestment route, and direct proposal route should stay separate while testing total-fund completion framing.


Private-market pacing pressure creates a liquid-alts substitute thesis only when liquidity or pacing pressure is source-backed and tied to owner/source proof.


Funding-cycle rows require dated board, report, monthly tape, annual report, pacing plan, target allocation, or rebalance evidence before promotion.


Each funding-cycle row must state which owner, packet, route, answer-engine asset, or SME question changes because of the capital-motion evidence.


After funding-cycle evidence is audited, tick 124 should test which incumbent or strategy is vulnerable unless funding-cycle proof gaps still dominate.


Global development institution providing financing and technical assistance to member countries. Comprises IBRD, IDA, IFC, and MIGA


14th President of the World Bank Group since 2023


International Finance Corporation leadership, World Bank Group


Multilateral Investment Guarantee Agency leadership, World Bank Group


International financial institution promoting global monetary cooperation and financial stability


12th Managing Director of the IMF since 2019, second term began October 2024. First IMF leader from emerging market


Basel-based institution serving as 'bank for central banks', promoting financial stability and international cooperation


General Manager of BIS since July 1, 2025. Former Governor of Bank of Spain, chairs Basel Committee on Banking Supervision


Previous General Manager of BIS from December 1, 2017 to June 30, 2025. Now member of UBS Board


EBRD invests in 77 countries, supporting post-conflict economic recovery, transition to market economies and democratic governance


President of EBRD, manages work of the Bank under Board of Directors guidance


Chief Accountability Officer of Independent Project Accountability Mechanism, EBRD


EIB is EU institution and long-term financing institution, shareholder of EBRD alongside 77 countries and EU


President of EIB since January 1, 2024. Former First Vice-President of Spain and Minister of Economy


EIB Management Committee member, six-year renewable term


EIB Management Committee member and EIB's EBRD Governor


EIB Management Committee member and EIB's EBRD Alternate Governor


ADB serves 48 developing member nations across Asia-Pacific, provides financing and technical assistance


President of ADB since February 24, 2025. Former Japan Ministry of Finance Vice-Minister for International Affairs. Term ends November 23, 2026, considering reelection


AIIB founded 2014 by China, now 100+ member countries. Focuses on infrastructure development in Asia


AIIB President since January 16, 2026, on Bank's 10th anniversary. Succeeded Jin Liqun. Former Vice Minister of Finance of China


AIIB senior management, oversees HR, IT and facilities


AfDB serves 54 African member countries, finances sustainable development and poverty reduction


9th President of African Development Bank, elected May 29, 2025 with 76% majority. Assumed office September 1, 2025. From Mauritania, former Minister of Economic Affairs and Finance


AfDB senior leadership since October 2022, listed Forbes Africa


IDB finances development and poverty reduction in Latin America and Caribbean region, 48 member countries


7th President of IDB since December 19, 2022. Former IMF Western Hemisphere Director and Central Bank Brazil Governor (2016-2019). Five-year term through 2027


IDB Executive Vice President as of June 1, 2026, serves as Chief Operating Officer


Heads IDB Invest, dedicated to driving sustainable growth through private sector


IsDB serves 57 Islamic member countries, finances economic and social development using Islamic finance principles


IsDB President since August 9, 2021, reelected 2026 for new five-year term at 2026 Annual Meetings in Baku. Former Saudi Minister of Economy and SAMA Governor


IsDB Vice President appointed December 15, 2024, also IsDB Group Special Envoy on SDGs


Minister of Economy, 2026 IsDB Annual Meetings Chair


Managing Director and Chief Knowledge Officer


Managing Director and Chief Financial Officer


Managing Director & Chief Administrative Officer


Regional Vice President, Europe and Central Asia


Regional Vice President, Western and Central Africa


Regional Vice President, Middle East and North Africa


Regional Vice President, East Asia and Pacific


Regional Vice President, Latin America and Caribbean


Regional Vice President, Eastern and Southern Africa


Managing Director since October 2019, second term from October 2024


EIB is shareholder of EBRD alongside 77 countries and EU


EIB Vice-President, Management Committee


EIB Vice-President, EIB EBRD Alternate Governor


Vice-President, Finance and Risk Management


President and Chair of Board of Directors since January 16, 2026


Vice President and Chief Administration Officer


Acting Chief Financial Officer and Treasurer


Vice President for Finance & Chief Financial Officer


Executive Vice President since June 1, 2026


Vice President for Sectors and Knowledge


Vice President for Private Sector and Non-Sovereign Operations


President and Chairman since August 9, 2021, reelected 2026


Vice President, Operations since December 15, 2024


Leading global derivatives exchange and clearing house


CME Group; 25+ years leadership; built company from 2002 public offering to $95B+ market cap with 28.1M daily contract volume


CME Group; 20+ years strategic and financial expertise; first woman CEO at CME; currently CFO and President


NYSE, ICE Futures Europe, ICE Clear Europe, ICE Endex Markets; $100B market cap; $9.9B annual revenue; 14,000 employees


ICE; founded 2000; 26+ years tenure; architect of digital networks and electronification of trading


ICE Board; Risk Committee member; subsidiary board leadership


ICE Board; Compensation Committee member


ICE Board; Compensation and Nominating & Corporate Governance Committee member


ICE Board (joined Sept 2025); Board member ICE Endex Markets and ICE Futures Europe


ICE Board (joined May 2026); 40+ years global financial services leadership experience


ICE Board; Risk Committee member; subsidiary leadership


ICE Board (joined March 2022); Audit Committee member


Deutsche Börse subsidiary; leading European derivatives exchange


Eurex clearing house; part of Deutsche Börse group


Eurex Clearing AG (appointed June 1, 2026); from SIX Group where she was Head of Clearing Services and CEO of SIX x-clear; extensive international clearing and FMI leadership


Eurex Frankfurt AG (CEO since July 2024); Head of Financial Derivatives Deutsche Börse (since April 1, 2025); responsible for financial derivatives trading and clearing


Eurex Clearing AG and Eurex Group (Executive Board since August 2014); also member of Eurex Clearing executive board


Eurex Clearing AG (Executive Board since April 2014); heads Clearing & Risk IT (since July 2014)


Eurex Clearing AG (Executive Board since July 2019); oversees risk management


Eurex Clearing AG (Executive Board since July 2020)


Asia's largest exchange operator; 2,673 listed companies; HK$48.5T market cap (US$6.2T); 6th largest global stock exchange


HKEX (appointed May 24, 2024 for 3-year term until May 23, 2027); ex-officio board member


HKEX (Co-COO since March 1, 2024); continues as Group CFO


Diversified exchange; acquired Baltic Exchange, Scientific Beta, BidFX; major Asian financial hub


SGX (appointed July 14, 2015); 30+ years financial industry experience; formerly Deutsche Bank Asia (17 years) and Bank of America Merrill Lynch


Tokyo Stock Exchange operator; major Asian financial infrastructure


Japan Exchange Group (effective April 1, 2026); formerly President and CEO of Osaka Exchange and Chair of Tokyo Commodity Exchange; succeeded Iwanaga Moriyuki


Japan Exchange Group (nominated June 2026); replacing retiring director Endo Nobuhiro


Principal U.S. post-trade infrastructure; subsidiary clearers: DTC, FICC, NSCC


DTCC (effective August 12, 2022); 28-year BNY career including CEO Issuer Services and BNY Executive Committee; leading 2026 'Year of Transforming Markets Together' initiative


DTCC; oversees three clearing agency subsidiaries


DTCC (2026); reports to Brian Steele; strategic leadership of global Asset Services modernization


DTCC; heads Equities within Clearing & Securities Services


DTCC; talent and organizational leadership


DTCC; technology infrastructure and digital transformation


DTCC; blockchain and digital assets strategy


DTCC; digital solutions product leadership


Part of London Stock Exchange Group; comprises LCH Ltd, LCH SA, SwapAgent Ltd, LCH Group Holdings Ltd


LCH Ltd; driving expansion, innovation, operational excellence; former Group Head of SwapClear and Listed Rates; led LIBOR transition across 9 markets


LCH SA; independent non-executive director


Central U.S. options clearing counterparty; subsidiary of major exchange group


OCC (since August 2022); confirmed at April 22, 2026 annual stockholder meeting


OCC (appointed 2025, confirmed 2026); succeeded Craig Donohue; confirmed at April 22, 2026 annual stockholder meeting


Global settlement and custody infrastructure; major European financial market infrastructure


Euroclear (2026); former CEO Euroclear Bank and CEO Euroclear ESES CSDs (Belgium, France, Nederland); Global Custodian Industry Person of Year 2024; Q1 2026 delivered 20% YoY profit growth to €342M


Euroclear Group Board (mandate extended to May 2030 per May 4, 2026 AGM); senior independent director


Euroclear; product and innovation leadership


Euroclear subsidiary; international settlement and custody services


Clearstream Banking SA; subsidiary leadership


Clearstream; product and digital markets strategy


Chairman and CEO transitioning to Executive Chairman; 25+ years tenure


President and CFO; appointed CEO effective March 2027


Founder, Chair and CEO; 26+ years tenure


Director; board member ICE Endex Markets and ICE Futures Europe


Chief Executive Officer (since June 1, 2026)


CEO Eurex Frankfurt AG; Head of Financial Derivatives Deutsche Börse


Chief Commercial Officer, Global Head of Products & Markets


Chief Executive Officer (May 24, 2024 - May 23, 2027)


Co-Chief Operating Officer and Group Chief Financial Officer


Chief Executive Officer (since July 14, 2015)


Representative Executive Officer, Group COO (effective April 1, 2026)


President, CEO and Director (since August 12, 2022)


Managing Director, Head of Asset Services


Managing Director, Equities Portfolio Lead


Managing Director, Chief Financial Officer


Managing Director, Chief Human Resources Officer


Independent Non-Executive Director of LCH SA


Chief Executive Officer (since August 2022)


Chairman (appointed 2025, confirmed 2026)


Head of Issuer Services & New Digital Markets


CCP division of Eurex; part of Deutsche Börse group


Global market maker and proprietary trading firm; parent company under Citadel LLC


CEO of Citadel Securities since 2017; PhD in Statistics from UC Berkeley; joined as Senior Quantitative Researcher in 2006


Largest proprietary trading firm; founded 1999; ~3,726 employees as of May 2026; informal leadership of 30-40 senior executives


Co-founder of Jane Street Capital (1999)


Co-founder of Jane Street Capital (1999); only founder still at company as of 2026


Founded 2004; Dutch market maker; ~1,500+ employees globally; trading on 35+ countries


CEO of Flow Traders since 2023; French, born 1975; 25+ years at Crédit Agricole and global financial institutions


CFO/CRO at Flow Traders; Dutch, born 1971; 20+ years in Finance, Risk, Control and Operational functions


CTO at Flow Traders; British, born 1980; 20+ years at JP Morgan, Morgan Stanley, Citadel


Co-CTO at Flow Traders; Dutch, born 1990; at Flow Traders since 2013; Global Head of Trading


Co-CTO at Flow Traders; at Flow Traders since 2014; promoted to Global Head of Trading in 2022


Chairman of Flow Traders; Austrian, born 1961; former Eurex CEO (2000-2005); Goldman Sachs and Deutsche Börse experience


Co-founder of Flow Traders (2004); former co-CEO until 2014; former Optiver partner


Risk & Sustainability Committee Chair; Global CEO of Optiver (2014-2017); German, born 1968


CEO Americas at Flow Traders since July 2023; joined in 2016; Bank of America Merrill Lynch Managing Director


CEO APAC at Flow Traders; joined 2026; 30+ years in global financial markets; Société Générale trading leadership


Founded April 9, 1986; Dutch market maker; 2,112 employees (2024); €3.5B revenue; trading across global markets


Founded 1989; Dutch HFT firm; ~3,157 employees (March 2026); 9 global offices; trading on 90+ exchanges


Co-founder of IMC Financial Markets (1989); current CEO and Chairman; trader at Amsterdam Equity Options Exchange


Co-founder of IMC Financial Markets (1989); trader at Amsterdam Equity Options Exchange


Co-CEO of IMC with Defares (2008-2017); departed board in September 2017


Founded May 1987; leading proprietary trading and technology firm; trading across equities, derivatives, options


Co-founder of Susquehanna International Group (May 1987); current CEO; met co-founders at SUNY Binghamton


Co-founder of Susquehanna International Group (May 1987)


Founded 2002 in New York; 800+ employees across 9 global offices; trading on 100+ markets; acquired Sun Trading (2018)


Public spokesperson and business development lead at Hudson River Trading


Founded 2008; global market maker; 969 employees (2025); IPO 2015 (NASDAQ: VIRT); 10 global offices


Co-founder of Virtu Financial (2008); former NYMEX chairman; owner of Florida Panthers; currently Chairman


Co-founder of Virtu Financial (2008); CEO 2013-July 2025; retired to advisory role; elected MarketAxess board January 2026


CEO of Virtu Financial since July 2025; formerly Chief Technology Officer; first leadership change since 2008 founding


Founded 1999; Chicago-based HFT firm; 1,947 employees (April 2026); emphasis on infrastructure and ML


Founded February 1998; one of oldest automated trading firms; 1,100+ employees; 11 global offices


Co-founder of Tower Research Capital (February 1998); CEO until August 2019; current Chairman; from CSFB proprietary trading


Co-founder of Tower Research Capital (February 1998); from CSFB proprietary trading


CEO of Tower Research Capital since August 2019; joined 2016 as technology lead


Founded 1992 by Don Wilson; Chicago-based; diverse trading and real estate portfolio


Founder and CEO of DRW Trading Group (1992); Don Wilson


Founded January 30, 2015; UK-based; ~250 employees; £3.93B revenue (2025); trades $250B daily; 25,000 GPUs


Russian-born British founder of XTX Markets (January 2015); holds 75% ownership; co-CEO with Dr. Hans Buehler; net worth $17.1B (2026)


Co-CEO of XTX Markets with Alex Gerko (promoted April 2023); Dr. Hans Buehler


Non-Executive Chairman of XTX Markets Global Holdings


Founded 2001; multi-strategy hedge fund; $60+ billion AUM; co-CEOs since September 2024


Founder of Two Sigma (2001); IMO Silver Medalist; Stanford degree; former Amazon SVP and D.E. Shaw managing director; current Co-Chairman


Founder of Two Sigma (2001); PhD Computer Science (MIT); former CIO D.E. Shaw; current Co-Chairman


Founder of Two Sigma (2001); served as President until retirement in 2006


Co-CEO of Two Sigma since September 30, 2024; formerly Chief Business Officer


Co-CEO of Two Sigma since September 30, 2024; former CAO and General Counsel at Lazard


Founded 2006; NYC-based; ~400 employees; 3-5% of US equity daily turnover; 250+ IPO listings since 2013


Co-founder of GTS (2006); current CEO; from Pax Clearing Corporation cash equities


Co-founder of GTS (2006); from Pax Clearing Corporation cash equities


Chicago and NYC-based proprietary trading firm


Founded 2011; Chicago-based; 493 employees (February 2026); options and derivatives market maker; offices in Chicago, London, Sydney, Shanghai


Co-founder of Akuna Capital (2011); current Chairman; former Optiver partner in Sydney


CEO since 2017; joined as Senior Quantitative Researcher 2006


Co-founder 1999; only founder still at company 2026


Co-Chief Trading Officer; Global Head of Trading


Chairman, Independent Non-Executive Director


Independent Non-Executive Director; former Optiver Global CEO 2014-2017


Co-founder 1989; current CEO and Chairman


Co-CEO 2008-2017; departed board September 2017


Co-founder 2008; current Chairman; former NYMEX chairman


Co-founder 2008; CEO 2013-July 2025; retired to advisory role


Co-founder February 1998; current Chairman; CEO until August 2019


Founder January 30, 2015; Co-CEO; 75% owner


Co-CEO since September 30, 2024; formerly CBO


Co-CEO since September 30, 2024; former Lazard CAO/GC


Co-founder 2011; current Chairman; former Optiver partner


Former partner at Optiver; departed for Akuna Capital Chicago 2011


Premier provider of indexes, portfolio-construction and risk-management tools, climate and sustainability data across public and private assets


MSCI; Led the firm for almost 3 decades; Consolidated Chairman, CEO and President roles effective March 1, 2026


MSCI; 25+ years tenure; Appointed COO March 1, 2026, replacing C.D. Baer Pettit


MSCI; 20 years financial industry experience; Prior roles at Goldman Sachs, Merrill Lynch, Morgan Stanley


Global index calculation and benchmarking division of S&P Global


S&P Dow Jones Indices; Succeeded Alexander Matturri; Prior leadership roles at Invesco, Credit Suisse, Lyxor, Goldman Sachs, UBS


S&P Dow Jones Indices as of June 2026 (per Senate Banking Committee letter)


Global provider of credit ratings, ESG ratings, Market Intelligence, and data services


S&P Global; Appointed November 2024; Previously led S&P Global Ratings (2022-2024) and Market Intelligence (2019-2022); Ranked #17 Most Powerful Women in Finance 2025


LSEG subsidiary; Calculates thousands of indexes in 70+ countries; ~$20 trillion benchmarked to FTSE Russell indexes


London Stock Exchange Group; Parent of FTSE Russell, Refinitiv, and other data/index businesses


Bloomberg division providing equity, fixed income, commodities indices and multi-asset solutions


Bloomberg Index Services Limited; Appointed June 17, 2026; 25+ years in quantitative investment strategies; Prior roles at Macquarie, Citi, Deutsche Bank


Global provider of indexes, ratings, analytics, and sustainable investing research


Morningstar; Prior leadership at MSCI and FTSE Russell; Joined Morningstar 2020; Appointed January 2026