American Airlines corporate pension $12.3B AUM, Fort Worth Texas, lpbacked.com 2026


Prudential Financial corporate pension $12.2B AUM, Newark New Jersey, lpbacked.com 2026


Eli Lilly pharmaceutical corporate pension $12.0B AUM, Indianapolis Indiana, lpbacked.com 2026


Chevron oil corporate pension $11.7B AUM, San Ramon California, lpbacked.com 2026


DuPont chemical corporate pension $11.6B AUM, Wilmington Delaware, lpbacked.com 2026


Merck pharmaceutical corporate pension $11.5B AUM, Rahway New Jersey, lpbacked.com 2026


Dow Chemical corporate pension $11.5B AUM, Midland Michigan, lpbacked.com 2026


HPE corporate pension $11.0B AUM, Spring Texas, lpbacked.com 2026


Pfizer pharmaceutical corporate pension $10.7B AUM, New York NY, lpbacked.com 2026


Mayo Clinic healthcare system pension $10.7B AUM, Rochester Minnesota, lpbacked.com 2026


UNJSPF UN staff pension $89.2B AUM, New York NY, lpbacked.com 2026


Head of Real Estate at PensionDanmark, appointed February 2025, pionline.com 2025


PensionDanmark Danish pension fund, Copenhagen Denmark, pionline.com 2025


Chief Investment Officer at CalPERS, appointed July 2024, formerly CIO New Zealand Superannuation Fund


Deputy CIO for Capital Markets at CalPERS, 2025, formerly Senior Investment Director CalSTRS


Chief Investment Officer at CalSTRS, appointed July 2024, formerly CIO Sacramento County Employees' Retirement System


Chief Investment Officer at WSIB, joined 2019, 30+ years investment experience


$319.5B AUM combined (NYCERS, NYCTRS, Police, Fire, BERS), New York NY, February 2026


Chief Investment Officer at North Carolina Retirement Systems, 2026


Chief Investment Officer at VRS, appointed April 2025, replacing Ronald S. Schmitz


Director of New Jersey Division of Investment, manages 7 public pension systems


Salem OR, managed by Oregon State Treasury, 2026


$55B AUM, 95.8% funded, Springfield IL, 2026


FRS Investment Plan $24.58B, Tallahassee FL, May 29 2026


Chief Investment Officer at IPERS, effective January 7, formerly Chief Risk Officer since 2014


Top 10 US pension fund, Madison WI, 2026


Chief Investment Officer at State of Wisconsin Investment Board, appointed April 2021


21st largest public pension plan US, Denver CO, 2026


Chief Investment Officer and Chief Operating Officer at Colorado PERA, $1.2M total compensation


Executive Director and Chief Investment Officer


Chief Investment Officer and Chief Operating Officer


CIO at The Boeing Company corporate pension, 2026 II Allocators Choice Corporate Pension CIO nominee, institutionalinvestor.com 2026


Boeing corporate pension fund, Arlington Virginia


CIO at University of Florida Investment Corp, 2026 II Allocators Choice Asset Manager/Allocator Partnership nominee, institutionalinvestor.com 2026


University of Florida Investment Corporation endowment, Gainesville Florida


Founder and CIO at AQR Capital Management, 2026 II Allocators Choice Asset Manager Partnership nominee, institutionalinvestor.com 2026


CIO at CalPERS $501.6B, 2026 II Allocators Choice Leadership and Vision nominee, institutionalinvestor.com 2026


Managing Director at W.K. Kellogg Foundation, 2026 II Allocators Choice Allocator Team nominee, institutionalinvestor.com 2026


Former CIO at Robert Wood Johnson Foundation, 2026 II Allocators Choice Allocator Team nominee, institutionalinvestor.com 2026


Investment team member at YMCA Retirement Fund, 2026 II Allocators Choice Allocator Team nominee, institutionalinvestor.com 2026


Investment team member at Exelon Investment Office, 2026 II Allocators Choice Allocator Team nominee, institutionalinvestor.com 2026


CIO at Employees Retirement System of Hawaii $21B, appointed January 2023, prior interim CIO at New Mexico PERA, institutionalinvestor.com 2025


Hawaii state pension fund $21B AUM, Honolulu Hawaii


Former CIO at Hawaii ERS, now Managing Director at Goldman Sachs Asset Management, institutionalinvestor.com 2025


Acting CIO at Employees Retirement System of Hawaii, retired 2023, institutionalinvestor.com


Executive Director at Employees Retirement System of Hawaii, institutionalinvestor.com


CIO at New Mexico Public Employees Retirement System PERA, appointed August 2022, institutionalinvestor.com


New Mexico PERA public pension, Santa Fe New Mexico


Former CIO at New Mexico PERA, departed June 2021, institutionalinvestor.com


CIO at BT Pension Scheme Management, appointed July 2025, pionline.com 2025


BT Group corporate pension scheme UK, London England


Former CIO at AIMCo Alberta Investment Management Corporation, departed September 2025, pionline.com 2025


Managing Director, 2026 II Allocators Choice nominee


Former CIO, 2026 II Allocators Choice nominee


Investment team, 2026 II Allocators Choice nominee


Managing Director, formerly CIO at Hawaii ERS


multi-strategy fixed income relative value credit $180.4B AUM, Harrison New York, founded 1992, William Michaelcheck, wallstreetprep.com 2026


Founder of Mariner Investment Group $180B AUM, Harrison NY, founded 1992, wallstreetprep.com 2026


discretionary global equity long/short $171.4B AUM, Boston Massachusetts, founded 1999, wallstreetprep.com 2026


Co-Founder of Arrowstreet Capital $171B AUM, Boston MA, wallstreetprep.com 2026


Co-Founder of Arrowstreet Capital, wallstreetprep.com 2026


Co-Founder of Arrowstreet Capital, Harvard professor, wallstreetprep.com 2026


active equity management $111.2B AUM, New York NY, wallstreetprep.com 2026


fixed income relative value $105.7B AUM, Wayzata Minnesota, wallstreetprep.com 2026


investment consulting and asset management $95.3B AUM, Santa Monica California, wallstreetprep.com 2026


value equity management $94.1B AUM, Chicago Illinois, wallstreetprep.com 2026


macro/rates hedge fund $76.7B AUM, New York NY, wallstreetprep.com 2026


quant systematic hedge fund $72.7B AUM, New York NY, wallstreetprep.com 2026


fixed income relative value hedge fund $71.8B AUM, Boston Massachusetts, wallstreetprep.com 2026


global macro hedge fund $68.6B AUM, New York NY, wallstreetprep.com 2026


BAAM hedge fund allocation platform $66.9B AUM, New York NY, wallstreetprep.com 2026


credit-focused alternative asset management $63.2B AUM, New York NY, wallstreetprep.com 2026


Co-Founder of AQR Capital Management, wallstreetprep.com 2026


Co-Founder of Balyasny Asset Management, wallstreetprep.com 2026


Walton family single-family office $225B AUM, Bentonville Arkansas, Walmart family, altss.com 2026


Elon Musk single-family office $630B+ AUM, Austin Texas, altss.com 2026


Managing Director at Excession LLC Elon Musk family office, altss.com 2026


Bill Gates single-family office $169B AUM, Kirkland Washington, altss.com 2026


CIO at Cascade Investment Bill Gates family office 1994-2024, altss.com 2026


Jeff Bezos single-family office $235B+ AUM, Mercer Island Washington, altss.com 2026


Managing Director at Bezos Expeditions Jeff Bezos family office, altss.com 2026


Sergey Brin single-family office $239B AUM, Palo Alto California/Singapore, altss.com 2026


Wertheimer family Chanel single-family office $90-100B AUM, New York NY, altss.com 2026


CIO at Mousse Partners Wertheimer family office, altss.com 2026


Steve Ballmer single-family office $133B AUM, Bellevue Washington, altss.com 2026


Thomson family single-family office $65B AUM, Toronto Canada, altss.com 2026


Amancio Ortega Inditex/Zara single-family office $55B AUM, A Coruña Spain, altss.com 2026


Thomson family holding company $54B AUM, Toronto Canada, altss.com 2026


Michael Dell single-family office $50B+ AUM, New York NY, altss.com 2026


CEO at DFO Management Michael Dell family office, former Goldman Sachs, altss.com 2026


ICONIQ multi-family office $80B+ AUM serving Zuckerberg Dorsey et al, San Francisco California, altss.com 2026


Founder of ICONIQ Capital multi-family office $80B+, San Francisco, altss.com 2026


George Soros family office/fund $25B AUM, New York NY, altss.com 2026


CEO and CIO at Soros Fund Management $25B, altss.com 2026


Laurene Powell Jobs family office/philanthropic investment firm $26B AUM, Palo Alto California, altss.com 2026


Lukas Walton family office impact investment $15B AUM, Chicago Illinois, altss.com 2026


CIO at Builders Vision Lukas Walton family office $15B, Chicago, altss.com 2026


Michael Bloomberg single-family office $12B AUM, New York NY, altss.com 2026


GIC Singapore, Group CIO since April 2025, oversees total investment portfolio, Chief Investment Officer Public Equities 2016-2024, source: GIC 2026


GIC Singapore, appointed to Group Executive Committee April 2026, source: GIC 2026


GIC Singapore, Director Portfolio Execution & Solutions Group, source: GIC 2026


GIC Singapore, appointed to Group Executive Committee April 2026, succeeded Ang Eng Seng, source: GIC 2026


GIC Singapore, member Group Executive Committee investment leadership, source: GIC 2026


GIC Singapore, appointed CIO Real Estate April 2024, Head Global Investments & Portfolio Strategy, source: GIC 2026


GIC Singapore, appointed April 2026, Head New York Office, investment committee member, joined GIC 2010, source: GIC 2026


GIC Singapore, oversees external managers programmes Public Markets, joined GIC 1999, source: GIC 2026


Temasek Holdings Singapore, appointed October 2021, Chairman of TI/TGI/TSG/TPS from April 2026, source: Temasek 2026


Temasek Singapore, Co-CEO Temasek International from Oct 2025, CEO TGI from April 2026, joined Temasek October 2011, source: Temasek 2026


Temasek Singapore, appointed April 2026, Head Europe/Middle East/Africa since April 2024, joined Temasek September 2005, source: Temasek 2026


Qatar Investment Authority, appointed CEO November 2024, previously CIO Americas, joined QIA 2010, led Private Equity and Tech/Media/Telecoms teams, source: QIA 2026


Qatar Investment Authority, Board Member March 2026, Minister Commerce and Industry November 2024, former CIO QF Endowment, source: QIA 2026


Qatar Investment Authority Board, former Governor Qatar Central Bank, former Head State Audit Bureau 2015-2021, source: QIA 2026


PNB Malaysia, appointed July 2026, formerly Chief Investment Officer Real Estate 2018, CIO Private & Strategic Investments 2021, deputy president 2024, source: PNB 2026


PNB Malaysia, leads overall investment strategy, source: PNB 2026


PNB Malaysia, investment leadership, source: PNB 2026


PNB Malaysia, leads fund management investment operations, source: PNB 2026


National Pension Service (NPS) South Korea, appointed December 2022, reappointed 2024, manages $1.1 trillion third-largest pension fund, recorded 18.82% annual return 2025, source: NPS 2026


GPIF Japan Government Pension Investment Fund, appointed April 2025, manages ¥277 trillion ($1.87 trillion) world's largest pension fund, source: GPIF 2026


GPIF Japan Government Pension Investment Fund, appointed April 2025, former MUFG economist, source: GPIF 2026


GPIF Japan Government Pension Investment Fund, Board of Governors member, source: GPIF 2026


Hong Kong Monetary Authority, reappointed October 2024 for five-year term, overseas Exchange Fund management since 2019, joined HKMA 1993, source: HKMA 2026


HKMA Hong Kong Exchange Fund Investment Office, investment leadership for alternative assets, source: HKMA 2026


Mubadala Investment Company Abu Dhabi, CEO $330 billion sovereign fund, manages investments across 50+ countries, source: Mubadala 2026


Mubadala Capital Abu Dhabi, leads global private equity strategy and alternative assets, joined Mubadala 2010, source: Mubadala Capital 2026


US$936 billion AUM May 2026, Singapore sovereign wealth fund, 7th largest SWF, manages Singapore foreign reserves, location: Singapore, source: GIC 2026


US$521 billion net portfolio value May 2026, restructured into TGI/TSG/TPS from April 2026, Singapore sovereign investment fund, location: Singapore, source: Temasek 2026


$600 billion AUM estimated 2026, sovereign wealth fund, location: Doha Qatar, source: QIA 2026


Malaysia's largest fund manager, pension and investment allocator, location: Kuala Lumpur Malaysia, source: PNB 2026


$1.1 trillion AUM third-largest pension fund globally, manages 900+ trillion won, location: Seoul South Korea, source: NPS 2026


¥277 trillion ($1.87 trillion) AUM September 2025, world's largest public pension fund, location: Tokyo Japan, source: GPIF 2026


Hong Kong sovereign investment portfolio, manages foreign reserves, location: Hong Kong, source: HKMA 2026


$1.18 trillion AUM 2026, largest UAE sovereign wealth fund, location: Abu Dhabi UAE, source: ADIA 2026


$330 billion AUM, sovereign wealth fund, investments in 50+ countries, location: Abu Dhabi UAE, source: Mubadala 2026


Group Chief Investment Officer, appointed April 2025, source: GIC 2026


Chief Investment Officer Public Equities, Group Executive Committee, source: GIC 2026


Chief Investment Officer Fixed Income & Multi Asset, source: GIC 2026


Chief Investment Officer Infrastructure, Group Executive Committee, source: GIC 2026


Chief Investment Officer Private Equity, source: GIC 2026


Chief Investment Officer Real Estate, appointed 2024, source: GIC 2026


Director Integrated Strategies Group, appointed April 2026, source: GIC 2026


Director External Managers Department, source: GIC 2026


Executive Director and CEO, source: Temasek 2026


CEO Temasek Global Investments, Co-CEO Temasek International, source: Temasek 2026


President Temasek Global Investments, Head EMEA, source: Temasek 2026


Chief Executive Officer, appointed November 2024, source: QIA 2026


Chief Investment Officer Asia and Africa, Board Member, source: QIA 2026


President and Group CEO, appointed July 2026, source: PNB 2026


Group Chief Investment Officer, source: PNB 2026


Deputy Group Chief Investment Officer, source: PNB 2026


Chief Investment Officer Fund Management, source: PNB 2026


Chief Investment Officer, appointed December 2022, reappointed 2024, source: NPS 2026


Chief Investment Officer, appointed April 2025, source: GPIF 2026


President, appointed April 2025, source: GPIF 2026


Chairperson, Board of Governors, source: GPIF 2026


Chief Executive Officer HKMA, reappointed October 2024, source: HKMA 2026


Head Private Markets EFIO, source: HKMA 2026


Managing Director and Group CEO, source: Mubadala 2026


CIO Mubadala Capital and Global Head Private Equity, joined 2010, source: Mubadala 2026


Quant, $72B AUM (est.), East Setauket NY, founded 1982, Medallion Fund 66% annual gross return 30yr


Quant, $70B AUM, New York, founded 2001, data science + ML


Quant, $65B AUM, New York, founded 1988, $4.4B AUM increase 2024


Quant/multi-strat, $65B AUM, Chicago/New York, founded 1990, highly profitable


Quant, $120B AUM, Greenwich CT, founded 1998, 89% AUM growth 2024-2025


Multi-strat, $84.2B AUM (Mar 2026), New York, founded 1989, 1000+ PMs


Multi-strat, $45.7B AUM, Stamford CT, founded 2014 (rebuilt S.A.C.), includes systematic division


Quant/systematic, London, founded 1997, trend-following pioneer


Quant/systematic, part of Man Group, founded 1987, major CTA provider


Quant/systematic, $17B AUM, Jersey/Switzerland, founded 2015 by Leda Braga, female-led


Multi-strat, $32B AUM, Chicago, founded 2001, 2000+ employees


Multi-strat, $11B+ AUM, New York, founded 2017, largest hedge fund launch $8.5B seed


Multi-strat/quant, $7B AUM (family office from 2015), London, founded 2000, spun Systematica 2014


Quant, $30B AUM, UK (4th largest Europe), founded 2005, fixed income specialist


Quant, $120B AUM, Boston MA, quantitative analysis core


Quant, $44B AUM (2022), quantitative multi-strategy


Quant, $10B AUM, Old Greenwich CT, founded 2007, 1000+ employees 27 offices


Quant, $10.8B AUM (Jun 2025), New York, founded 1993, spun from Morgan Stanley 2012


Quant/systematic, Point72 division, founded systematic arm 2014


HFT/quant, 10% US equities trading share, 21% ETF market making share, founded 1999


HFT/quant, 10% US equities trading share, founded 2002, Cambridge/MIT roots


HFT/quant, public (VIRT), founded 2008, $1.095B Q1 2026 revenue


Multi-strat, London, founded 2009, Goldman Sachs/UBS pedigree


AI-quant, $600M+ AUM (2025), San Francisco, founded 2015, 25% 2024 return


Quant, $5.3B AUM (Jul 2024), New York, founded Jul 2023


Founded Renaissance Technologies 1982, mathematician, MIT/Berkeley PhD, died 2024 age 86


Founded D.E. Shaw 1988 with $28M seed, billionaire, computer scientist, Columbia prof


Co-founded Two Sigma 2001, mathematician, worked at D.E. Shaw, Amazon early


Co-founded Two Sigma 2001, computer scientist, met Overdeck at D.E. Shaw


Founded AQR Capital 1998 (with Kabiller, Liew, Krail), value/momentum pioneer, Wharton+Chicago PhD


Co-founded Man AHL 1987, founded Winton 1997, trend-following pioneer, knighted 2022


Co-founded Man AHL 1987, trader, later founded Aspect Capital


Co-founded Man AHL 1987 (also Adam Harding & Lueck), technology builder


Founded Systematica 2015, 30+ years experience, 14 years BlueCrest systematic head, female-led fund


Founded Balyasny Asset Management 2001 (with Schroeder, O'Malley), started trading 1994 Schonfeld


Co-founded Balyasny 2001, Investment Committee, Management Committee


Co-founded Balyasny 2001, Chairman, MBA Harvard Business School


Co-founded ExodusPoint 2017 (with Lee), raised $8.5B seed, Lehman brothers MD, Millennium fixed income head


Co-founded ExodusPoint 2017 (with Gelband), 50% ownership, moved Puerto Rico 2024, senior advisor


Co-founded BlueCrest 2000 (with Reeves), JPMorgan trader, billionaire, moved UAE


Co-founded BlueCrest 2000 (with Platt), JPMorgan trader, Yale+NYU


Co-founded Capula 2005 (with Asai), physics + Princeton EE PhD, JPMorgan fixed income trader


Co-founded Capula 2005 (with Huo), UFJI spinoff


Founded WorldQuant 2007, Minsk Belarus, 12 years Millennium stat arb PM, Wharton MBA/UT CS MA


Founded PDT Partners 1993 (spun 2012 from Morgan Stanley), mathematician Princeton, singer-songwriter


Founded S.A.C. Capital 1992, founded Point72 2014 (post-insider trading), Wharton econ


Leads quantitative arm of Point72, Cubist Systematic Strategies


Founded Citadel 1990 (age 21 from Harvard dorm 1986), founder Citadel Securities, $51.2B net worth Jan 2026


Co-founded LMR Partners 2009 (with Manuel, Renold), Goldman Sachs decade + UBS 2yr trader


Co-founded LMR Partners 2009 (with Levine, Renold), 8yr Goldman Sachs discretionary macro PM


Co-founded LMR Partners 2009 (with Levine, Manuel), UBS/Goldman Sachs trader


Co-founded Jane Street 1999, Susquehanna International Group trader


Co-founded Jane Street 1999, IBM developer


Co-founded Hudson River Trading 2002, Harvard/MIT CS + math grad


Co-founded Virtu 2008 (with Cifu, Free), NYMEX chairman, Florida Panthers owner


Co-founded Virtu 2008 (with Viola, Free), CEO to Aug 2025, Paul Weiss legal background


Co-founded Virtu 2008 (with Viola, Cifu)


Founded Millennium Management 1989 (with Ronald Shear), $84.2B AUM Mar 2026, sold 15% stake Nov 2025


Founded Numerai 2015, San Francisco, Forbes 30U30 2017, crowdsourced ML + blockchain tournament


Founded Jain Global Jul 2023, New York, $5.3B AUM Jul 2024


2015, spinoff from BlueCrest systematic arm


14 years as Head of Systematic Trading before spinning out Systematica


2005, CIO, JPMorgan fixed income builder


2007, stat arb specialist, Millennium 12yr PM


Head of quantitative division within Point72


2008, NYMEX chairman, commodities trader


activist/multi-strategy hedge fund $76.1B AUM, West Palm Beach Florida, wikipedia.org June 2025


credit/distressed/event-driven hedge fund $35.1B AUM, New York NY, wikipedia.org June 2025


global macro hedge fund $31.2B AUM, St Helier Jersey, wikipedia.org June 2025


credit-focused hedge fund $31.0B AUM, New York NY, wikipedia.org June 2025


multi-strategy institutional investment manager $36.4B hedge AUM, Boston Massachusetts, wikipedia.org June 2025


Co-Founder of Ubiquant Chinese quant hedge fund, founded 2012, wikipedia.org


Co-Founder of LMR Partners $11B AUM, founded November 2009, wikipedia.org


Co-Founder of Millennium Management, founded 1989, wikipedia.org


EVP and CIO at FM Global $42.3B, appointed 2018, prior CIO Raytheon, marketsgroup.org 2026


FM Global insurance company investment office $42.3B AUM, Johnston Rhode Island


State Investment Officer at South Dakota Investment Council $20B, appointed 2005, marketsgroup.org 2026


South Dakota state investment council $20B AUM, Pierre South Dakota


CIO at Pennsylvania PSERS $74B, prior UAW Retiree Medical Benefits Trust, Ford Motor Co, US Marine veteran, marketsgroup.org 2026


CIO at Indiana Public Retirement System INPRS $53B, appointed 2016, marketsgroup.org 2026


Indiana INPRS public pension $53B AUM, Indianapolis Indiana, marketsgroup.org 2026


CIO at Sacramento County Employees Retirement System SCERS $14.5B, assumed role 2016, CFA CAIA, marketsgroup.org 2026


SCERS public pension $14.5B AUM, Sacramento California, marketsgroup.org 2026


CIO at RTX Corp $116B global retirement assets $44B domestic, appointed 2004, prior Verizon $40B pension, Markets Group CIO Hall of Fame 2024, marketsgroup.org 2026


CIO at Brown University Endowment $7B, appointed 2018, prior Columbia Capital Fortress, marketsgroup.org 2026


CIO at Northwestern University Investment Office $15.3B, prior CIO Phillips Academy Andover, board Harvard Management Co Ford Foundation, marketsgroup.org 2026


CIO at Alaska Permanent Fund Corp APFC $84.4B, appointed 2018, prior private equity Lehman Brothers PCG Capital, marketsgroup.org 2026


Alaska Permanent Fund Corporation APFC sovereign wealth fund $84.4B AUM, Juneau Alaska, marketsgroup.org 2026


Interim CIO at NYC Bureau of Asset Management $308.83B, appointed January 2026, comptroller.nyc.gov 2026


NYC Bureau of Asset Management overseeing 5 NYC public pension systems $308.83B AUM, New York NY, 2026


Former CIO at Nokia of America Corp pension $30B, retired March 2025, pionline.com 2025


Plato APAC/Middle East distribution sweep.


Lower-confidence monitor item from Plato.


APAC event access to private-bank fund selectors and wealth decision makers.


Alternatives selection and fund selector nexus surfaces overlap with private wealth forums.


OCIO, private-bank, and family-office investment decision-maker event surfaces.


People-move and CIO-transition intelligence feed can drive event targeting.


HNW insurance and private wealth forum schedule has registration, sponsorship, and speaking paths.


Middle East private capital and wealth events overlap with family-office investment forums.


Qualified family office forums and private wealth forums are adjacent distribution surfaces.


Registration/login surface for MENA External Managers Program.


Investor services and opportunity intake monitor only.


Monitor for balance-sheet allocation and strategic partnership signals.


CIO at Teacher Retirement System of Texas TRS $220B, joined 2009, prior Goldman Sachs Lehman Brothers, Harvard engineering, marketsgroup.org 2026


TRS Texas public pension $220B AUM, Austin Texas, marketsgroup.org 2026


CIO at University of California Investments $209B, appointed 2014, prior AIMCo EVP Manulife, University of Waterloo PhD, marketsgroup.org 2026


CIO at Texas Tech University System TTUS $3.49B, joined 2013, prior Eastman Kodak San Bernardino CERA, marketsgroup.org 2026


Texas Tech University System TTUS endowment $3.49B AUM, Lubbock Texas, marketsgroup.org 2026


CIO at Michigan Department of Treasury $110.5B, appointed 2008, Michigan State finance, marketsgroup.org 2026


Michigan Department of Treasury investment office $110.5B AUM, Lansing Michigan, marketsgroup.org 2026


CIO at 3M $26B, appointed 2021, prior CIO DTE Energy Co, marketsgroup.org 2026


CIO at Municipal Employees Retirement System of Michigan MERS $19B, joined 2002, marketsgroup.org 2026


MERS Michigan municipal pension $19B AUM, Lansing Michigan, marketsgroup.org 2026


CIO at Missouri State Employees Retirement System MOSERS $10.2B, 30yr public pension career, US Marine veteran, marketsgroup.org 2026


MOSERS Missouri state pension $10.2B AUM, Jefferson City Missouri, marketsgroup.org 2026


CIO at CalSTRS $382B, appointed 2024, prior UC Regents global equities senior MD, Sacramento CERS CIO, UCLA econ Duke MBA CFA, marketsgroup.org 2026


CIO Global Pensions and Insurance at GE Aerospace $90B, decade at IBM as CIO IBM Retirement Funds, Mumbai engineering Rochester MBA, marketsgroup.org 2026


GE Aerospace corporate pension $90B AUM, Evendale Ohio, marketsgroup.org 2026


CIO at Smithsonian Institution $3B, institution first CIO appointed 2006, marketsgroup.org 2026


Smithsonian Institution endowment/investment $3B AUM, Washington DC, marketsgroup.org 2026


CIO at Delta Air Lines Pension Fund $17B, 15yr tenure, prior Wilmington Trust Emory endowment Navy officer, U Chicago Emory Georgia Tech, marketsgroup.org 2026


CIO at LACERA $93B, 8yr tenure, prior CIO New Mexico PERA Montgomery County Schools, Wharton UChicago Booth MBA, marketsgroup.org 2026


LACERA public pension $93B AUM, Pasadena California, marketsgroup.org 2026


CIO at Ohio PERS $135B, 16yr tenure, prior State Street Global Advisors fixed income, CFA 1994, marketsgroup.org 2026


Ohio PERS public pension $135B AUM, Columbus Ohio, marketsgroup.org 2026


CIO at Teachers Retirement System of Louisiana TRSL $29B, 18yr tenure, prior LSU Foundation Louisiana SERS Citi Schwab, CFA CAIA, marketsgroup.org 2026


TRSL Louisiana public pension $29B AUM, Baton Rouge Louisiana, marketsgroup.org 2026


CIO at UTIMCO University of Texas Investment Management Company $85B, 7yr tenure, marketsgroup.org 2026


CIO at Washington State Investment Board WSIB $185B, appointed 2022, prior Gates Foundation portfolio construction, global macro trade policy expertise, marketsgroup.org 2026


CIO at Vermont Pension Investment Commission VPIC $7B, inaugural CIO appointed 2018, prior Hershey Trust UAW Texas Municipal NH Retirement, marketsgroup.org 2026


VPIC Vermont state pension $7B AUM, Montpelier Vermont, marketsgroup.org 2026


State Investment Officer at Nebraska Investment Council $43B, 2yr tenure, prior Illinois SURS deputy CIO Santa Barbara CERA, 30yr career, CFA, marketsgroup.org 2026


Nebraska Investment Council state pension $43B AUM, Lincoln Nebraska, marketsgroup.org 2026


CIO at Missouri PSRS/PEERS $64.4B, 27yr tenure, prior Missouri State Treasurer Johnson County KS, Notre Dame MBA CFA, marketsgroup.org 2026


CIO at New Mexico Educational Retirement Board ERB $19B, 19yr tenure, prior New Mexico SIC, 35yr career, CFA CAIA, marketsgroup.org 2026


New Mexico ERB public pension $19B AUM, Santa Fe New Mexico, marketsgroup.org 2026


CIO at US Steel Corporation $4B, joined 2019, prior CIO Pennsylvania SERS $40B SURS $25B, board Essential Utilities, marketsgroup.org 2026


US Steel corporate pension $4B AUM, Pittsburgh Pennsylvania, marketsgroup.org 2026


CIO at University of Michigan Endowment $19B, institution first CIO 26yr tenure, grew from $2.5B, Ohio State MBA, marketsgroup.org 2026


CIO at Ohio SERS $20B, led since 2012, prior CalPERS senior officer Abu Dhabi RPBF inaugural CIO OCERS CIO, career began 1991 Minneapolis ERF, Rutgers MBA, marketsgroup.org 2026


Ohio SERS public pension $20B AUM, Columbus Ohio, marketsgroup.org 2026


CIO at Seattle City Employees Retirement System SCERS $4.8B, led since 2014, prior BlackRock/Quellos managing director risk quant alts, NYU econ math, marketsgroup.org 2026


Seattle SCERS municipal pension $4.8B AUM, Seattle Washington, marketsgroup.org 2026


CIO at William and Flora Hewlett Foundation $13B, joined 2004, prior RCM Capital Management Bank of America, Stanford GSB faculty lecturer, CFA, marketsgroup.org 2026


Hewlett Foundation philanthropic endowment $13B AUM, Menlo Park California, marketsgroup.org 2026


CIO at Wyoming Retirement System WRS $12.8B, appointed 2013, co-founded Silver Peak Capital Management hedge fund, Tulane endowment MD, Babson finance CFA CAIA, marketsgroup.org 2026


WRS Wyoming state pension $12.8B AUM, Cheyenne Wyoming, marketsgroup.org 2026


CIO at Colorado PERA $70B, appointed 2017, prior William Blair Buck Consultants Prima Capital, PCAOB co-chair Healthy Markets board, Wyoming finance MBA CFA, marketsgroup.org 2026


Colorado PERA public pension $70B AUM, Denver Colorado, marketsgroup.org 2026


CIO at Illinois State Board of Investment ISBI $29B, Loyola Chicago BBA JD, ranked 1st among public pensions for PE performance 3 consecutive years, marketsgroup.org 2026


ISBI Illinois state pension $29B AUM, Springfield Illinois, marketsgroup.org 2026


CIO at Orange County Employees Retirement System OCERS $27B, joined 2017, prior CIO Mercy Health $5B Seasongood Fifth Third Bank Fidelity, Miami U finance Xavier MBA, marketsgroup.org 2026


OCERS Orange County public pension $27B AUM, Santa Ana California, marketsgroup.org 2026


CIO at EY $30B, 40yr career JPMorgan Chase Mellon Dreyfus Prudential, Global Head of Investment EY affiliates, CIEBA DC Committee chair, Syracuse finance CFP, marketsgroup.org 2026


Ernst and Young EY corporate pension/investment $30B AUM, New York NY, marketsgroup.org 2026


$1.18T AUM, Abu Dhabi, UAE, established 1976, globally-diversified investment institution


$600B AUM, Doha, Qatar, sovereign wealth fund


$925B+ AUM, Riyadh, Saudi Arabia, world's 3rd largest sovereign wealth fund


$1.072T AUM, Kuwait City, Kuwait, world's 5th largest sovereign wealth fund


$330B+ AUM, Abu Dhabi, UAE, active in infrastructure, technology, healthcare


$224B AUM, Abu Dhabi, UAE, folded into L'IMAD in January 2026


$160B AUM, Abu Dhabi, UAE, subsidiary of Mubadala since 2019


$300B AUM, Abu Dhabi, UAE, consolidated ADQ assets, chaired by Crown Prince Sheikh Khaled


$570B+ AUM, Heerlen, Netherlands, largest pension fund in Netherlands, 4.6M participants


$310B AUM, Netherlands, healthcare and social work sector, 2.9M members, transitioned to new system Jan 2026


$105B AUM, United Kingdom, largest private pension scheme UK, 500K+ members across 330+ institutions


$35B+ AUM, United Kingdom, largest single employer scheme UK, 250K members, managed by Brightwell


$31B+ AUM, United Kingdom, largest master trust, auto-enrolment scheme, 2M+ members


$1.2T AUM, United Kingdom, global asset manager, 400+ investment professionals


$601B AUM, Heerlen, Netherlands, manages assets for 8 Dutch pension funds including ABP, bpfBOUW


$300B+ AUM, Netherlands, fiduciary asset manager for PFZW and other Dutch pension funds


France, established 1816, public group long-term investor for economic development, €6B investment plan 2026-2030


Switzerland, defined benefit plan for Swiss Re employees, Zurich-based


Switzerland, private pension fund for energy sector employees, Zurich-based, 200+ companies covered


CEO at Qatar Investment Authority (QIA), appointed November 2024, 19+ years investment experience, board roles at Qatar National Bank, Qatar Airways, Ooredoo, Volkswagen, Harrods


Governor of Public Investment Fund (PIF), manages $925B+ portfolio, also Chairman of Saudi Aramco, oversees Vision 2030 strategy


CEO of APG Group, reappointed 2025 for four-year term through March 2029, first female CEO of APG, oversees 4.6M pension participants across 8 Dutch funds


Chief Investment Officer Total Portfolio at PGGM Asset Management since April 2022, CFA charterholder, leading sustainability integration strategy


Chief Investment Officer of Legal & General Investment Management (LGIM), appointed April 2026, 30+ years investment experience, former CIO Multi-Asset Solutions at BNP Paribas


Chief Investment Officer of Brightwell (BT Pension Scheme), appointed successor to Frank Naylor, joined BTPSM 2008 as Head of Investment Risk, Deputy CIO from 2014


Chief Investment Officer of National Employment Savings Trust (Nest) UK, joined 2020, deputy CIO 2021, 25 years investment experience, leads private markets strategy


Chief Executive Officer of Brightwell (main service provider to BT Pension Scheme), joined 2018, also Chair of Procentia, oversees £35B+ pension scheme


Chief Executive Officer and Managing Director of L'IMAD (Abu Dhabi sovereign wealth fund), appointed January 2026, also vice chairman UAE Central Bank, chairman department of finance


Chief Executive Officer of Caisse des Dépôts (CDC), confirmed by President Macron May 2025, presidential decree June 2025, leading €18B digital investment plan 2026-2030


Chief Executive Officer of PGGM Asset Management, leads $300B+ fiduciary asset management operations for Dutch pension funds


Chief Executive Officer of PGGM, since November 2017, stepping down end of 2026 after 9 years, search for successor underway


Chief Investment Officer Alternative Investments Department at Abu Dhabi Investment Authority (ADIA)


Former Minister of Economy UAE (2008-2020), led economic transformation and trade hub development, involved in UAE investment advisory


CEO of Nest Invest (Nest's FCA-authorized subsidiary), former CIO of Nest (2008-2023 approx), 15+ year tenure at Nest


Crown Prince of Abu Dhabi, Chairman of L'IMAD (Abu Dhabi sovereign wealth fund), oversees consolidated SWF structure


Chief Transformation Officer at PGGM Asset Management, appointed 2026, leading digital and operational transformation


Group CEO and Managing Director of ADQ (Abu Dhabi Developmental Holding) prior to 2026 restructuring into L'IMAD


Former Group Chief Investment Officer Amundi, joined Abu Dhabi Investment Authority (ADIA) in quant-focused research role, November 2022


Chief Investment Officer Total Portfolio since April 2022


$310B AUM, fiduciary asset manager, transitioned 2026


Chief Investment Officer, appointed April 2026


Chief Investment Officer, manages £35B+ pension assets


CEO of Brightwell (primary service provider), since 2018


Chief Executive Officer and Managing Director, appointed January 2026


Chief Executive Officer, departing end of 2026


Chief Investment Officer Alternative Investments Department


Senior quant-focused research role, joined November 2022


Group CEO and Managing Director, prior to 2026 restructuring


Global macro, $150B AUM, Stamford CT, founded 1975, source: InvestmentNews 2025, Bloomberg 2025


Global macro, $34B AUM (late 2025), London, founded 2002, source: Brevan Howard Wikipedia, Caproasia 2025


Global macro, $40B AUM, New York, founded 1989, source: InvestmentNews, Octa Finance


Global macro, $63.6B AUM (March 2024), Stamford CT, founded 1980, source: Form ADV, Bloomberg 2024


Global macro, $4.18B AUM (Jan 2025), London, founded 1983, source: Form ADV 2025, Wikipedia


Global macro, $20B AUM, New York, founded 1994, source: Graham Capital 2026, Wikipedia


Global macro, $20B AUM (2025, capped), London, founded 2015, source: Wikipedia, Grokipedia 2025


Global macro/quantitative, $10B AUM (late 2023), London, founded 1997, source: Wikipedia


Activist/multi-strategy, $76B AUM (2025), West Palm Beach FL, founded 1977, source: Wikipedia, Hedgeweek 2026


Credit/distressed, $224B AUM (March 2026), Los Angeles, founded 1995, source: Oaktree 2026, Wikipedia


Credit/PE/distressed, $644B AUM (Q1 2026), Los Angeles, founded 1990, source: Ares Q1 2026 earnings


Credit/PE/distressed, $1T+ AUM (Q1 2026), New York, founded 1990, source: Apollo Q1 2026 earnings


Credit/distressed, multi-strategy, New York, founded 2007, source: Wikipedia, HPS official


Credit/PE/distressed, $53B AUM (Aug 2025), New York, founded 1998, source: Wikipedia, Fortress 2025


Credit/distressed, Greenwich CT, special situations & direct lending focus, source: Wikipedia, Silver Point official


Distressed debt/equity, $9.5B AUM, New York, source: Wikipedia


Credit/distressed, $24B AUM, New York, founded 1998, source: Wikipedia, CNBC 2026


Distressed/credit, $32B AUM (2022), Stamford CT, founded 2003, source: Wikipedia, Institutional Investor


Activist/conglomerate, $8.55B portfolio value, Sunny Isles Beach FL, founded by Carl Icahn, source: Wikipedia, SEC


Activist/multi-strategy, $12.9B AUM (Oct 2025), New York, founded 1995, source: Third Point, Insider Monkey 2026


Activist, $9B AUM, New York, founded 2011, source: Insider Monkey, Starboard official


Activist, $19.7B AUM (May 2025), New York, founded 2004, source: Wikipedia, CNBC 2026


Activist, $2B AUM (Feb 2026), New York, founded 2001, source: Wikipedia, Insider Monkey 2026


Activist value, $15B AUM, San Francisco, founded 2000, source: Wikipedia, Kellogg Northwestern


Global macro/systematic, $7B AUM (2015, converted to family office), London, founded 2000, source: Wikipedia


Founded Bridgewater from 2-bedroom apartment in 1975; largest hedge fund by AUM, source: Bridgewater official, Academy of Achievement


Co-founded Brevan Howard 2002; relocated to Switzerland 2025; net worth $4.3B, source: Brevan Howard Wikipedia, Caproasia 2025


Founded Rokos Capital 2015 after departure from Brevan Howard; 2025 returns 21%, net worth $2.29B, source: Rokos Wikipedia, Yahoo Finance 2026


Founded Tudor Investment 1980; predicted 1987 crash; billionaire macro trader, source: Tudor Wikipedia, Bloomberg


Founded Caxton Associates 1983; retired 2008, now chairs CAM Capital family office, source: Caxton Wikipedia, Crunchbase


Founded Graham Capital 1994; manages $20B+ in global macro strategies, source: Graham Capital official, Wikipedia


Founded Winton Group 1997 (not Brevan Howard); quantitative/algorithmic macro; $10B AUM, source: Winton Wikipedia


Founded Moore Capital 1989 with $25K inheritance; legendary global macro trader, source: Moore Wikipedia, Octa Finance


Founded Elliott Investment 1977; $76B AUM; leads shareholder activism globally, source: Elliott official, Wikipedia


Co-founded Oaktree 1995; $224B AUM; chairman emeritus; distressed/credit specialist, source: Oaktree official, Wikipedia


Co-founded Oaktree 1995; Chief Investment Officer; will remain senior advisor under Brookfield acquisition, source: Oaktree 2026


Co-founded Apollo 1990 with Leon Black, Joshua Harris; $1T+ AUM by Q1 2026; extended through 2030, source: Apollo 2026


Co-founder Ares 1997; CEO since 2018; built private credit to $644B AUM by Q1 2026, source: Ares Q1 2026 earnings


Founded Anchorage Capital 2003; ex-Goldman Sachs distressed desk; $32B AUM (2022), source: Anchorage Wikipedia


Founded Anchorage Capital 2003; ex-Goldman Sachs distressed desk partner with Ulrich, source: Anchorage Wikipedia


Co-founded Marathon 1998; CEO/Chairman; $24B AUM; interviewed CNBC May 2026 on private credit, source: Marathon official, CNBC 2026


Founded Fortress 1998; co-founder alongside Kauffman/Nardone; $53B AUM (Aug 2025), source: Fortress Wikipedia


Founded Fortress 1998; oversees PCV business & legacy PE investments post-acquisition, source: Fortress official 2026


Founded Icahn Enterprises; $8.55B portfolio; legendary activist investor; diversified conglomerate holdings, source: Wikipedia, SEC 2026


Founded Third Point 1995; $12.9B AUM (Oct 2025); activist multi-strategy; 1.9% return Q4 2025, source: Third Point, Insider Monkey 2026


Founded Starboard Value 2011; $9B AUM; activist operations expert; replaced Darden board 2014, source: Starboard official, Fortune


Founded Pershing Square 2004; $19.7B AUM (May 2025); activist/public markets; $5B PSUA IPO April 2026, source: Wikipedia, CNBC 2026


Founded Jana Partners 2001; $2B AUM (Feb 2026); activist focused on company transformation, source: Wikipedia, Insider Monkey 2026


Co-founded ValueAct 2000; left 2020 to start Inclusive Capital (ESG focus); net worth $3.8B (2026), source: Wikipedia, Northwestern Kellogg


CEO of ValueAct Capital since 2020, replacing Jeffrey Ubben; manages $15B AUM, source: Insider Monkey, ValueAct Wikipedia


Co-founded BlueCrest Capital 2000 (not Moore Capital); $7B AUM 2015 before family office conversion; net worth $18B, source: BlueCrest Wikipedia, Caproasia 2025


Founded Odey Asset Management 1991; regulatory ban/left 2023; firm became dormant Jan 2026 after investor flight, source: Bloomberg 2026, Wikipedia


Founded 1975, source: Bridgewater official


Co-founded 2002, majority shareholder, source: Brevan Howard Wikipedia 2026


Co-founder of Brevan Howard 2002, left to found Rokos Capital 2015, source: Rokos Wikipedia


Founded 2015 after Brevan Howard departure, source: Rokos Wikipedia


Founded 1983 in NYC, retired 2008, source: Caxton Wikipedia


Founded 1994, source: Graham Capital official


Founded 1997, quantitative macro, source: Winton Wikipedia


Founded 1989, source: Moore Capital Wikipedia


Founded 1977, source: Elliott official Wikipedia


Co-founded 1995, chairman emeritus 2026, source: Oaktree official


Co-founded 1995, CIO 2026, source: Oaktree official


Co-founded 1990, CEO 2026 through 2030, source: Apollo official


Co-founded 1997, CEO since 2018, source: Ares official


Co-founded 2003, Chairman, source: Anchorage Wikipedia


Co-founded 2003, partner, source: Anchorage Wikipedia


Co-founded 1998, CEO/Chairman 2026, source: Marathon official


Co-founded 1998, Chairman, source: Fortress Wikipedia


Co-founded 1998, director/principal, source: Fortress official


Founder and controlling shareholder, source: Wikipedia


Founded 1995, CEO, $12.9B AUM Oct 2025, source: Third Point official


Founded 2011, CEO/CIO, $9B AUM, source: Starboard official


Founded 2004, CEO, $19.7B AUM May 2025, source: Wikipedia


Founded 2001, managing partner, $2B AUM Feb 2026, source: Wikipedia


Co-founded 2000, chairman until 2020 departure, net worth $3.8B 2026, source: Wikipedia


CEO since 2020, managing $15B AUM, source: ValueAct official


Co-founded 2000, converted to family office 2015, $7B AUM peak, source: BlueCrest Wikipedia


Founded 1991, left 2023 after regulatory issues, firm dormant Jan 2026, source: Bloomberg 2026


Founder and CEO of Tiger Global Management, manages $46B AUM as of 2025. Tiger Management protege. Ranked #581 on Forbes billionaire list with $6B net worth. Source: Tiger Global 13F, Forbes 2025


Runs Tiger Global's equity funds. Princeton graduate. Senior investment officer at Tiger Global Management. Source: Tiger Global 13F filings, 2025-2026


Founder and Portfolio Manager of Coatue Management. Leads public and private investing businesses. Tiger Management protege. Source: Coatue Management, 2025-2026


Co-Founder of Coatue and Chief Investment Officer of Privates. Leads private investment platform and climate-focused strategies. Source: Coatue Management, 2025


President and Head of Strategy at Coatue. Responsible for firm-wide strategic initiatives and operational leadership. Source: Coatue Management, 2025


Founder of Lone Pine Capital in 1998. Tiger Management protege. Led Tiger Cubs with 16% return in H1 2025. Manages $19B AUM as of October 2025. Source: Lone Pine Capital, Bloomberg, 2025


Co-founder and Chief Executive Officer of Viking Global. Tiger Management protege. Manages $50B+ AUM. Known for disciplined, data-driven investment approach. Source: Viking Global, 2025


Chief Operating Officer of Viking Global. Joined Viking in 2008. Previously Managing Director and Global Co-Head of Corporate Communications at Lehman Brothers. Harvard graduate (BA Economics), Wharton MBA. Source: Viking Global, 2025


Head of Private Investments and Portfolio Manager at Viking Global. Member of Management Committee. Joined Viking 2009, full-time 2010. Harvard MBA (Baker Scholar), Cornell graduate. Named Young Global Leader by WEF 2021. Source: Viking Global, 2025


Principal on Viking Global's private equity team. Joined as Senior Associate 2022, data analyst 2020. Rejoined Viking 2025 after MBA completion. Source: Viking Global, 2025


Managing Director focused on healthcare sector at Viking Global's private equity team. Source: Viking Global, 2025


Senior Associate on Viking Global's structured capital team. Joined 2025. Previously Senior Associate at Onex Falcon, Investment Banking Analyst at Progress Partners. Member of State Street rotational leadership program. Source: Viking Global, 2025


Founder of Maverick Capital in 1993. Tiger Management protege. Meticulous stock-picker. Manages technology-focused equity long/short strategy. $7.48B AUM as of Q3 2025. Source: Maverick Capital, 2025


Founder of Appaloosa Management. Tiger Management protege. Returned 26.29% over 12 months (May 2025). Manages $6.9B AUM as of end 2025. Known for concentrated stock selection and activist-style investments. Source: Appaloosa Management, 2025


Founder of Millennium Management in 1989 with Ronald Shear. Pioneered pod-based hedge fund structure. Manages 330+ independent investment teams. Estimated net worth $12B+ as of 2025. Tiger Management protege. Source: Millennium Management, 2025


Founder, Chairman, CEO and Co-CIO of Point72 Asset Management. Stepped back from personal portfolio management 2024. Manages $50.7B AUM as of April 2026. Leads 200+ investing teams. Source: Point72, 2025-2026


President and Co-CIO of Point72 Asset Management. Joined as portfolio manager 2008. Promoted to expanded leadership role 2026. Member of executive committee. Source: Point72, 2026


Chief Operating Officer and Chief Financial Officer of Point72. Executive Vice President. Responsible for commercial success and alignment between investment strategies and organization. Oversees Strategy, Risk, Treasury, Market Intelligence, Technology, and Investor Relations. Source: Point72, 2026


Member of Point72's new executive committee formed in 2026 to manage expanding operations and coordinated growth. Source: Point72, 2026


Michael 'Sully' Sullivan serves on Point72's executive committee formed 2026. Source: Point72, 2026


Former senior managing director at Blackstone, hired to head Point72's new private credit strategy, fast-growing business focus. Source: Point72, 2025-2026


Founder and CEO of Citadel Advisors. Manages $65B+ in investment capital. Citadel team of 3,300 professionals. Flagship hedge fund returned double-digit gains in 2025. Tiger Management protege. Source: Citadel, 2025


Head of Strategic Equity Investments at Citadel, joined 2025. Former Senior Portfolio Manager and Equity Partner at Elliott Management (10+ years). Serves on Citadel's Portfolio Committee. Prior: Goldman Sachs M&A, Apax Partners private equity. Source: Citadel, 2025


Head of Surveyor Capital at Citadel. Joined 2013 as senior technology analyst, promoted to portfolio manager 2015. Built one of Citadel's largest and most profitable teams. Source: Citadel, 2025


Founder and Chief Investment Officer of Balyasny Asset Management (founded 2001). Manages $32B AUM as of 2026. Leads equities business (44% of investment headcount as of May 2025). 176 portfolio managers, 740 analysts as of August 2025. Source: Balyasny, 2025-2026


Co-Founder and President of Balyasny Asset Management (founded 2001). Chairs Management Committee. Member of Investment Committee. Responsible for firmwide strategy execution. Source: Balyasny, 2025-2026


Co-Founder of Balyasny Asset Management (founded 2001). Member of Investment Committee and Management Committee. Source: Balyasny, 2025-2026


Co-Founder, CEO, CIO and Head of Fixed Income at ExodusPoint Capital Management (founded 2017 with Hyung Lee). Previously Global Head of Fixed Income at Millennium Management. Ex-Lehman Brothers (1983-2007, 2008): Head of Liquid Markets, Head of Fixed Income Asia-Pacific, Global Head of Fixed Income, Global Head of Capital Markets. Source: ExodusPoint, 2025


Co-Founder of ExodusPoint Capital Management (2017 with Michael Gelband). Former Global Head of Equities at Millennium Management. Previously spent 15 years at Lehman Brothers including Head of Capital Markets Asia Pacific. Source: ExodusPoint, 2025


President and COO at ExodusPoint Capital Management. Day-one employee, promoted to expanded leadership role. Source: ExodusPoint, 2025


Chief Risk Officer at ExodusPoint Capital Management. Former Balyasny executive, joined ExodusPoint 2023. Source: ExodusPoint, 2025


Portfolio Manager focused on long-short equities at ExodusPoint. Strategic hire to bolster team depth. Source: ExodusPoint, 2025


Senior Managing Director of Fixed Income and Macro at ExodusPoint. Formerly Head of London Macro for Balyasny. Strategic hire to strengthen portfolio management. Source: ExodusPoint, 2025


Founder and Portfolio Manager of Whale Rock Capital Management (founded 2006, Boston). Manages $12.97B AUM as of December 31, 2025. Former analyst/sector PM at Fidelity. Focuses on TMT sector. MBA Harvard Business School, BA from University of Virginia McIntire School. Source: Whale Rock Capital, 2025


Founder and CIO of Light Street Capital Management (founded 2010, Menlo Park). Tiger Global alum. Previously worked at Tiger Management 1993-1997 as analyst and consultant. MBA Stanford 1998, BS from UVA McIntire School 1993. Focuses on technology and media. Light Street ended 2024 up 59.4%. Source: Light Street Capital, 2025-2026


Founder, Managing Partner and Chief Investment Officer of Durable Capital Partners (founded Q2 2019). Manages $13B+ AUM. Former VP at T. Rowe Price, was CIO for U.S. Equity Growth. Led PM for U.S. Small-Cap Growth. Invested in Workday, Twitter, Coupa, Atlassian, Twilio, Warby Parker, Sweetgreen. Source: Durable Capital Partners, 2025


Founder, Chairman and CEO of Altimeter Capital Management (founded 2008, Boston/Menlo Park). Manages $6.75B AUM. Focuses on technology investments in public and private markets. Top 3 holdings (2025): NVIDIA, Meta Platforms, Microsoft (>50% of portfolio). Source: Altimeter Capital, 2025


Founder and Managing Director of Greenmantle LLC (founded 2011, Cambridge MA). Named after John Buchan novel. Macroeconomic and geopolitical advisory firm. Member of Affiliated Managers Group Board of Directors (2025). Source: Greenmantle, 2025


Founder of Tiger Management (1980). Died August 23, 2022 at age 90. Achieved 31.7% annual returns (1980-1998) vs 12.7% S&P 500. Founded Tiger with $23B+ AUM at peak. Seeded 200+ hedge funds tracing roots to Tiger. Founded Robertson Foundation with $2B+ lifetime contributions to education, environment, medical research. Source: Tiger Management, Wikipedia, 2025


Founder: Chase Coleman III (1989 Princeton graduate). Founded 2001 with seed capital from Julian Robertson. Type: Long/short equity hedge fund, venture capital. AUM: $46B+ as of 2025. Strategy: Aggressive bets on tech/fintech, dominant platforms. Location: New York. Notable holdings (Q1 2026): Alphabet 13.38%, NVIDIA 9.17%, Amazon 9.12%, TSM 8.23%, Meta 7.73%. Source: Tiger Global 13F filings, Blo


Founders: Philippe Laffont, Thomas Laffont. Founded: early 2000s. Type: Multistrategy, public and private technology investments. AUM: $40B as of 2025. Strategy: Technology-focused across public/private, venture, growth-stage. Notable positions: Bytedance, Snap, Spotify, OpenAI, Anthropic, SpaceX. Led Anthropic Series G at $380B valuation. Climate Tech Fund II raised $248.8M (Feb 2025). Location:


Founder: Steve Mandel. Founded: 1998. Type: Long/short equity hedge fund. AUM: $19B as of October 2025. Strategy: Global fundamental research-driven. Location: Greenwich, Connecticut. Notable: Led Tiger Cubs with 16% return H1 2025. Launched Lone Mountain Pine concentrated fund (max 20 stocks, 5+ year hold, $500M initial capital, accepting outside investors Jan 2026). Source: Lone Pine Capital, Bl


Co-founder: Ole Andreas Halvorsen. Founded: 1990s. Type: Long/short global equity, private equity, structured capital. AUM: $50B+ as of 2025. Strategy: Disciplined, data-driven approach across sectors and geographies. Location: Greenwich, Connecticut. Notable: 330+ portfolio managers across independent teams (pods). Source: Viking Global, 2025


Founder: Lee Ainslie. Founded: 1993. Type: Long/short equity hedge fund, technology-focused. AUM: $7.48B as of Q3 2025. Strategy: Fundamental research, conviction-based, technology focus. Location: Texas. Notable: 203 holdings as of Q3 2025. Top holdings (Q3 2025): Amazon, Microsoft, NVIDIA, Nu Holdings, TSM. Source: Maverick Capital, 2025


Founder: David Tepper. Type: Long/short equity, event-driven. AUM: $6.9B as of end 2025. Performance: 26.29% return over 12 months (May 2025). Location: New Jersey. Strategy: Concentrated stock selection, activist-style. Notable: 38 public holdings (Q4 2025), top holding 11% of portfolio. Increased Micron position 200% (Q4 2025). Source: Appaloosa Management, 2025


Founders: Israel Englander (CEO), Ronald Shear. Founded: 1989. Type: Multistrategy hedge fund, pioneered pod model. AUM: Estimated $50B+ as of 2025. Strategy: 330+ independent investment teams (pods), fundamental equity, quantitative, arbitrage. Location: New York. Notable: Operates decentralized pod-based structure with 300+ portfolio managers. Source: Millennium Management, 2025


Founder: Steven Cohen. Founded: 2014 (rebranded SAC Capital). Type: Long/short equity multistrategy. AUM: $50.7B as of April 1, 2026. Strategy: Sector-aligned model with 200+ investing teams. Location: Stamford, Connecticut. Executive leadership (2026): Steven Cohen (Chair/CEO/Co-CIO), Harry Schwefel (President/Co-CIO), Gavin O'Connor (COO/CFO). Recent: Launched private credit strategy. Source: Po


Founder: Kenneth C. Griffin. Founded: 1990. Type: Long/short equity, multistrategy. AUM: $65B+ as of 2025. Strategy: Global equities, derivatives, fixed income, multi-manager platform. Team: 3,300+ professionals. Location: Chicago. Notable divisions: Surveyor Capital (equities), Strategic Equity Investments, Citadel Securities. 2025 performance: Double-digit returns. Source: Citadel, 2025


Founders: Dmitry Balyasny, Scott Schroeder, Taylor O'Malley. Founded: 2001. Type: Multistrategy, global. AUM: $32B as of 2026. Employees: 2,000 as of 2026. Strategy: Equities (44% of investment headcount), discretionary, quantitative, derivatives. Portfolio managers: 176 as of August 2025. Analysts: 740. Location: Chicago. Source: Balyasny Asset Management, 2025-2026


Founders: Michael Gelband, Hyung Lee. Founded: 2017. Type: Multistrategy. AUM: $11B as of 2025. Strategy: Equities, fixed income, macro, long-short. Location: New York. Performance: Up 9%+ (2025), 1.8% June 2025. Leadership: Michael Gelband (CEO/CIO), Hyung Lee (Co-Founder/Advisor), Garrett Berg (President/COO), Kunal Kumar (Chief Risk Officer). Notable: Strategic hires from Elliott, Blackstone, B


Founder: Alex Sacerdote. Founded: 2006 (Boston). Type: Long/short equity, global. AUM: $12.97B as of December 31, 2025. Strategy: Technology, media, telecom (TMT) sectors focus. Prior to founding: Analyst and sector PM at Fidelity. Location: Boston, Massachusetts. Form ADV (June 2, 2026): Officers include Kendell Benz, Victoria Houghtlin, James Gaddis, Robert Edward Finneran. Source: Whale Rock Ca


Founder: Glen Kacher. Founded: 2010 (Menlo Park). Type: Long/short global equity, public/private markets. Strategy: Technology and media sectors focus. Areas: Social media, cloud computing, e-commerce, sharing economy. Notable: Tiger Management alum (Kacher 1993-1997). Performance: Up 59.4% in 2024. Focused research-intensive approach. Location: Menlo Park, California. Source: Light Street Capital


Founder: Henry Ellenbogen. Founded: Q2 2019. Type: Long/short equity, public/private. AUM: $13B+ as of 2025. Strategy: Fundamental research-intensive, focused on high-quality durable growth companies. Employee count: ~46, 30% in investment roles. Location: Maryland. Notable holdings/investments: Workday, Twitter, Coupa, Atlassian, Twilio, Warby Parker, Sweetgreen. Source: Durable Capital Partners,


Founder: Brad Gerstner. Founded: 2008 (Boston/Menlo Park). Type: Long/short equity multistrategy. AUM: $6.75B as of September 2024. Strategy: Technology investments, public and private markets globally. Employee count: 26 as of 2024. Notable holdings (2025): NVIDIA, Meta Platforms, Microsoft (>50% of portfolio). Source: Altimeter Capital, 2025


Founder: Niall Ferguson. Founded: 2011. Type: Macroeconomic and geopolitical advisory firm. Strategy: Research and advisory on geopolitical/macro trends. Location: Cambridge, Massachusetts (advisory). Named after John Buchan novel 'Greenmantle'. Board: Ferguson appointed to Affiliated Managers Group board (2025). Source: Greenmantle, 2025


Founder: Julian Robertson (deceased 8/23/2022, age 90). Founded: 1980. Type: Global macroeconomic hedge fund. Peak AUM: $23B+. Performance (1980-1998): 31.7% annual returns vs 12.7% S&P 500. Notable legacy: Seeded 200+ hedge funds (Tiger Cubs). Foundation: Robertson Foundation (education, environment, medical research, $2B+ lifetime contributions). Source: Tiger Management, Wikipedia, 2025


Founder and CEO of Tiger Global Management, established 2001 with seed capital from Julian Robertson mentorship


Head of Equities, runs Tiger Global's equity fund operations


Founder and CEO of Coatue Management, leads public/private investing businesses


Co-Founder of Coatue Management, CIO of Privates division


President and Head of Strategy at Coatue


Founder and Portfolio Manager of Lone Pine Capital, established 1998


Co-Founder and CEO of Viking Global Investors


Chief Operating Officer of Viking Global, joined 2008


Head of Private Investments and Portfolio Manager at Viking Global, Management Committee member


Principal on private equity team at Viking Global


Managing Director focused on healthcare sector at Viking Global's private equity team


Senior Associate on structured capital team at Viking Global


Founder and Portfolio Manager of Maverick Capital, established 1993


Founder and Portfolio Manager of Appaloosa Management


Founder and CEO of Millennium Management, established 1989, pioneered pod-based structure


Founder, Chairman, CEO and Co-CIO of Point72 Asset Management


President and Co-CIO of Point72, joined as portfolio manager 2008


COO and CFO of Point72, member of executive committee


Head of Private Credit strategy at Point72, former Blackstone senior managing director


Founder and CEO of Citadel Advisors, established 1990


Head of Strategic Equity Investments at Citadel, joined 2025 from Elliott Management


Head of Surveyor Capital at Citadel, joined 2013 as analyst, promoted to PM 2015


Founder and CIO of Balyasny Asset Management, established 2001


Co-Founder and President of Balyasny Asset Management, established 2001


Co-Founder of Balyasny Asset Management, established 2001


Co-Founder and CEO of ExodusPoint Capital Management, established 2017


Co-Founder of ExodusPoint Capital Management, established 2017


President and COO at ExodusPoint, day-one employee


Chief Risk Officer at ExodusPoint, joined 2023 from Balyasny


Portfolio Manager/Long-Short Equities at ExodusPoint


Senior Managing Director of Fixed Income and Macro at ExodusPoint, from Balyasny


Founder and CEO of Whale Rock Capital Management, established 2006


Founder and CIO of Light Street Capital, established 2010


Founder and Managing Partner/CIO of Durable Capital Partners, established Q2 2019


Founder, Chairman and CEO of Altimeter Capital, established 2008


Founder and Managing Director of Greenmantle, established 2011


Founder of Tiger Management, established 1980, seeded Tiger Cubs, deceased 2022


Tiger Management protege trained under Julian Robertson


Tiger Management analyst 1993-1997, later founded Light Street Capital


Board meeting and investment manager opportunity monitor.


Current year and prior-year searchable agendas, meeting notices, and committee materials.


Public investment manager opportunities and consultant/asset-manager roster.


CTPF board materials and procurement monitor.


Agenda, recording, and minutes by Board and committee meeting.


Investment and non-investment procurement page.


New York City pension system asset-manager search and RFP monitor.


Public solicitation board for Comptroller and Bureau tabs.


Board agenda archive and meeting book monitor.


Agenda, book, and audio archive by meeting.


Board materials and emerging manager monitor.


Agenda, minutes, recordings, and board books.


First-time investment, graduation, and trust-level allocation program.


Board and committee agendas and minutes.


Current request-for-proposals page; negative open-RFP signal at capture time.


Trustee materials, new manager reports, and future solicitation intake monitor.


Trustee and investment advisory meeting materials.


Quarterly reports showing new manager onboarding.


Future solicitation interest and notification intake.


Monthly disclosure and emerging manager monitor.


Monthly reporting of investments, transactions, manager hires, and placement-agent involvement.


Emerging manager, manager-of-managers, direct investment, and graduation program.


Public partner intake and performance framing.


Investment manager opportunity and consultant roster monitor.


Investment procurement and service provider monitor.


Emerging manager and graduation monitor.


Current RFP page and negative open-RFP signal.


Trustee and investment advisory materials monitor.


Future solicitation notification monitor.


Chicago Teachers' Pension Fund Executive Director.


Chicago Teachers' Pension Fund Chief Investment Officer.


Harvard Management Company Chief Investment Officer.


Cerity / Verus CEO signal from secondary source.


Official HMC partner intake via partnerships@hmc.harvard.edu.


GPIF manager intake system for equities and bonds.


GPIF manager intake system for alternative assets.


Aksia client reporting and diligence OS surface.


iCapital alternatives distribution marketplace.


CAIS asset-manager distribution surface.


CAIS announced Claude integration for advisor alternative-investment intelligence.


Manager registration and data-submission surface.


Alternative-assets registration and gatekeeper surface.


Claude-backed advisor alternative-investment intelligence surface.


Singer influence-map sweep; source includes secondary verification plus CTPF leadership/investment-consultant pages.


Singer influence-map sweep; direct answer to chatbot/AEO/GEO question.


Singer influence-map sweep; secondary source.


VP and CIO at Ford Foundation $16.6B, joined 1989, prior Paul Weiss M&A, director Harvard Management Co Makena Capital, marketsgroup.org 2026


Ford Foundation philanthropic endowment $16.6B AUM, New York NY, marketsgroup.org 2026


CIO at RWJBarnabas Health $10B, prior CIO NYU 8yr NY-Presbyterian Juilliard Goldman Sachs JPMorgan, marketsgroup.org 2026


RWJBarnabas Health system investment office $10B AUM, West Orange New Jersey, marketsgroup.org 2026


CIO at Missouri MPERS $4.1B, joined 2003, prior Missouri State Treasurer investments, Mizzou finance CFA, marketsgroup.org 2026


Missouri MPERS state pension $4.1B AUM, Jefferson City Missouri, marketsgroup.org 2026


Director and CIO at New Jersey Division of Investment $120B, appointed CIO 2022, joined 2021, prior Florida SBA Union Bancaire Privee JPMorgan JAAM, CFA CPA, marketsgroup.org 2026


New Jersey Division of Investment state pension $120B AUM, Trenton New Jersey, marketsgroup.org 2026


CIO at Texas Municipal Retirement System TMRS $47B, prior head PE CalPERS senior PM Alaska Permanent Fund Deutsche Bank Silver Point Citigroup, Yale, marketsgroup.org 2026


TMRS Texas municipal pension $47B AUM, Austin Texas, marketsgroup.org 2026


CIO at Oregon State Treasury $104B, appointed April 2020, prior Multnomah Group Tallwoods Partners CTC Consulting, hedge fund research, Carleton English lit, marketsgroup.org 2026


Oregon State Treasury investment division $104B AUM, Salem Oregon, marketsgroup.org 2026


CIO at Fordham University $1.1B, joined 2022, prior Yale New Haven Health $5B Mercer London Edinburgh Capital Metrics India, UChicago Ill Tech CFA, marketsgroup.org 2026


Fordham University endowment $1.1B AUM, New York NY, marketsgroup.org 2026


SVP and CIO at Memorial Sloan Kettering Cancer Center $9B+, joined 2008, prior CIO MoMA Lehman PE, Wharton MBA Penn JD, marketsgroup.org 2026


Memorial Sloan Kettering Cancer Center endowment $9B+, New York NY, marketsgroup.org 2026


CEO at Columbia Investment Management Company $15.9B, joined 2020, prior CIO Carnegie Corp NY Ford Foundation Chemical Bank, Wharton BS Harvard MBA, board Ariel Investments Girls Who Invest, marketsgroup.org 2026


CIO at Public Employee Retirement System of Idaho PERSI $27B, CIO since October 2022, 20yr PERSI tenure, board Pacific Pension Institute Boise State, marketsgroup.org 2026


PERSI Idaho state pension $27B AUM, Boise Idaho, marketsgroup.org 2026


CIO at State Board of Administration of Florida SBA $282B, joined 2002, prior deputy general counsel deputy ED COO CFO, FSU JD master tax, marketsgroup.org 2026


Florida SBA state investment board $282B AUM, Tallahassee Florida, marketsgroup.org 2026


CIO at Andrew W Mellon Foundation $8B, decade at CPPIB managing director public markets, prior BMO M&A Level 3 Communications, marketsgroup.org 2026


Andrew W Mellon Foundation philanthropic endowment $8B AUM, New York NY, marketsgroup.org 2026


Executive Director and CIO at Mass PRIM $122.3B, 25yr private sector PAR Capital Management absolute return, former chair CFA Society Boston, Intel engineering, marketsgroup.org 2026


Mass PRIM Massachusetts state pension $122.3B AUM, Boston Massachusetts, marketsgroup.org 2026


CIO at Employees Retirement System of Texas ERS $44B, 70+ investment professionals, prior CIO City of Austin ERS 5yr TRS Texas Morgan Stanley equity analyst Navy officer, marketsgroup.org 2026


ERS Texas state pension $44B AUM, Austin Texas, marketsgroup.org 2026


CIO at Arizona State Retirement System ASRS $60B, CIO since June 2021, prior Oregon State Treasury senior investment officer $124B, marketsgroup.org 2026


ASRS Arizona state pension $60B AUM, Phoenix Arizona, marketsgroup.org 2026


VP and CIO at Rockefeller University $2.5B, joined 2021, prior CIO Bowdoin College 20yr+ Yale endowment, board MSCI 1stDibs, marketsgroup.org 2026


Rockefeller University endowment $2.5B AUM, New York NY, marketsgroup.org 2026


CIO at LADWP Employees Retirement Plan $25B, led since 2007, prior CIO LA Treasurer $8B fixed income Bank of America First Tennessee, marketsgroup.org 2026


Los Angeles Department of Water and Power pension $25B AUM, Los Angeles California, marketsgroup.org 2026


CIO at Michigan State University endowment $4.2B, helped launch MSU investment office 2016, prior EQA Partners currency HF co-founded Investor Analytics 1999, Michigan State PhD nuclear physics, marketsgroup.org 2026


CIO and Director at Utah SITFO $4B, built organization from inception 2015, prior Cube Capital managing director partner RV Kuhns Associates, marketsgroup.org 2026


Utah SITFO endowment/trust funds $4B AUM, Salt Lake City Utah, marketsgroup.org 2026


Verdad Advisers quantitative value investing hedge fund, Boston Massachusetts, institutionalinvestor.com 2026


Founder of Chepstow Lane $225M, prior Soros Fund Management, institutionalinvestor.com 2025 Hedge Fund Rising Star


Chepstow Lane hedge fund $225M AUM, New York NY, founded Agata Dornan, institutionalinvestor.com 2025


Technology investor at Altimeter Capital Management, early Nvidia conviction, institutionalinvestor.com 2025 Hedge Fund Rising Star


Head Business Development Surveyor Capital since March 2026


SBCERA ($17.1B, Southern California), economics and operations research from Columbia, CFA charterholder, previous: investment strategist at Chamberlain Group, portfolio manager and research analyst at Russell Investments, marketsgroup.org 2026 Next Elite


PERSI ($27.9B, Boise), finance degree from Miami University, CFA and CAIA charterholder, 10+ years at Clearwater Advisors as senior portfolio manager, previous: Alaska Permanent Capital Management, MEMBERS Capital Advisors, marketsgroup.org 2026 Next Elite


MERS ($20B, Lansing, Michigan), MBA from University of Michigan, bachelor's from Georgia Tech, CFA charterholder, 24 years tenure, managing director of public markets, previous: Kennedy Capital Advisors, marketsgroup.org 2026 Next Elite


Carnegie Corporation of New York ($5B, Tri-State), economics from Yale University, CAIA charterholder, previous: senior investment officer at Seattle City Employees' Retirement System, quantitative trader at Transmarket Group, commodities trader at Louis Dreyfus Company, marketsgroup.org 2026 Next Elite


Employee Retirement System of Texas ($44B, Austin), master's in finance from University of Nebraska-Lincoln, accounting bachelor's from University of Texas at San Antonio, previous: director of hedge funds and portfolio manager at ERS, Salient Partners, auditor at KPMG, marketsgroup.org 2026 Next Elite


TMRS ($47B, Austin, Texas), master's in finance and bachelor's in mathematics from MIT, previous: investor at Apollo Global Management (financial institutions), U.S. buyout team at The Carlyle Group (industrials/transportation), investment banking at Goldman Sachs, marketsgroup.org 2026 Next Elite Part 3


SBCERA ($17.4B, Southern California), bachelor's in economics from Yale University, MBA in finance from Northwestern University's Kellogg School, previous: long/short equities and special situations at HBK Capital Management, Millennium Management, MP Capital Management, VCH Consulting, marketsgroup.org 2026 Next Elite Part 3


Arizona Public Safety Personnel Retirement System ($26.3B, Phoenix), bachelor's in business economics from UCLA, CFA charterholder, CPA, 8 years tenure, leads public markets program with global equities and fixed income oversight, marketsgroup.org 2026 Next Elite Part 3


ISBI ($30B, Chicago), bachelor's in economics from University of Pennsylvania (mathematics and international relations minors), 15 years at Mercer in manager research specializing in global and emerging markets equity strategies, voting member of U.S. equity ratings review committee, marketsgroup.org 2026 Next Elite Part 3


UAW Retiree Medical Benefits Trust ($60B as of December 2024, Ann Arbor, Michigan), bachelor's in mechanical engineering from University of Michigan, CFA and FRM charterholder, 12 years tenure, previous: managing director of independent risk oversight, BlackRock portfolio analytics (associate to director), American Stock Exchange equity market structure, marketsgroup.org 2026 Next Elite Part 3


Ford Foundation ($16.6B), joined 1989 as resident counsel, previous: director of private equity investments (2000-2009), corporate finance and M&A at Paul, Weiss law firm, manages alternative investment program, board member at Harvard Management Co. and Makena Capital Management, marketsgroup.org 2026 Elite Institutional CIOs Part 4


RWJBarnabas Health ($10B), previous: CIO at New York University (8 years), senior roles at New York-Presbyterian Hospital and Juilliard School, Goldman Sachs and JPMorgan Chase, board member of 20-20 Investment Association and Jeffrey Company's Audit Committee, marketsgroup.org 2026 Elite Institutional CIOs Part 4


Missouri Department of Transportation & Patrol Employees' Retirement System ($4.1B), CFA charterholder, joined 2003, previous: director of investments at Missouri State Treasurer's Office, state government financial analysis and portfolio management, marketsgroup.org 2026 Elite Institutional CIOs Part 4


NJ Division of Investment ($120B), CFA charterholder and CPA, joined 2021 as deputy director, appointed CIO 2022, previous: senior portfolio manager at Florida State Board of Administration, global head of portfolio management at Union Bancaire Privée, strategy head at J.P. Morgan Alternative Asset Management, marketsgroup.org 2026 Elite Institutional CIOs Part 4


Texas Municipal Retirement System ($47B), Yale University graduate, previous: head of private equity at CalPERS, senior portfolio manager at Alaska Permanent Fund Corp. ($80B), Deutsche Bank's DB Private Equity team, Performance Equity, Silver Point Capital, Citigroup, marketsgroup.org 2026 Elite Institutional CIOs Part 4


Oregon State Treasury ($104B), Carleton College graduate, appointed April 2020, previous: senior consultant at Multnomah Group, Tallwoods Partners, Common Sense Investment Management, CTC Consulting, expertise in hedge fund research and manager due diligence, marketsgroup.org 2026 Elite Institutional CIOs Part 4


Fordham University ($1.1B), CFA charterholder, joined 2022, previous: associate treasurer of investments at Yale New Haven Health System ($5B+), senior investment consultant at Mercer (London and Edinburgh), marketing leadership at Capital Metrics (India), Stratford Advisory Group (Chicago), marketsgroup.org 2026 Elite Institutional CIOs Part 4


Memorial Sloan Kettering Cancer Center ($9B), MBA from Wharton, JD from University of Pennsylvania, joined 2008 to establish Investments Office, previous: CIO at Museum of Modern Art, senior private equity roles at Lehman Brothers, board member at College Board and Council on Foreign Relations, marketsgroup.org 2026 Elite Institutional CIOs Part 4


Iowa Public Employees' Retirement System ($46.68B), master of science from Ohio University, joined 2014 as chief risk officer, promoted to CIO 2022, previous: led hedge fund overlay ($500M) and alternative risk premia program ($300M), director at University of Minnesota Foundations Investment Advisors, marketsgroup.org 2026 Elite Institutional CIOs Part 4


Columbia Investment Management Co. / Columbia University Endowment ($15.9B), Wharton and Harvard MBA graduate, joined 2020, previous: CIO of Carnegie Corp. of New York, 10+ years at Ford Foundation, middle-market banking at Chemical Bank, Prudential Capital Group, board member of Ariel Investment Management Mutual Funds and Girls Who Invest, marketsgroup.org 2026 Elite Institutional CIOs Part 4


Johns Hopkins University Investment Office ($9B, Baltimore, Maryland), accounting and finance degree from Wharton, 2 years tenure, previous: U.S. operations head at Golding Capital Partners, 7+ years at GCM Grosvenor as principal, M&A investment banking at UBS, marketsgroup.org 2026 Elite ALTS Allocators


UCLA Investment Company ($5B, Los Angeles, California), JD from Northwestern Pritzker and MBA from Kellogg, 8 years tenure, previous: 5+ years at PAAMCO as associate director, Morgan Stanley (London) managing commercial mortgage investments, Bank of America real estate finance, marketsgroup.org 2026 Elite ALTS Allocators


Foundation For The Carolinas ($5.1B, Charlotte, North Carolina), 3 years tenure, previous: senior roles at Nuveen and TIAA, Morgan Stanley and Loring Ward, background in retirement investing, institutional partnerships, and nonprofit advisory services, marketsgroup.org 2026 Elite ALTS Allocators


AAA – The Auto Club Group ($9B, Miami, Florida), economics degree from Columbia, 3 years tenure, previous: senior investments manager at APG Asset Management, family office head of investments, 12+ years at Weiss Multi-Strategy Advisers, equity derivatives at Morgan Stanley, marketsgroup.org 2026 Elite ALTS Allocators


Northwestern University Investment Office ($16.7B, Chicago, Illinois), MBA and degree from Washington University, 21 years tenure, oversees $14B endowment, previous: managed $7B private investments portfolio, principal at PPM America Capital Partners, financial analyst at ABN AMRO, 25+ years investment experience, marketsgroup.org 2026 Elite ALTS Allocators


$17.1B AUM, Southern California, public pension plan, marketsgroup.org 2026


$27.9B AUM, Boise, public pension plan, marketsgroup.org 2026


$20B AUM, Lansing, Michigan, public pension plan, marketsgroup.org 2026


$5B AUM, New York, Tri-State, foundation, marketsgroup.org 2026


$44B AUM, Austin, Texas, public pension plan, marketsgroup.org 2026


$47B AUM, Austin, Texas, public pension plan, marketsgroup.org 2026


$26.3B AUM, Phoenix, Arizona, public pension plan, marketsgroup.org 2026


$30B AUM, Chicago, Illinois, public investment board, marketsgroup.org 2026


$60B AUM (December 2024), Ann Arbor, Michigan, retiree medical trust, marketsgroup.org 2026


$16.6B AUM, foundation, marketsgroup.org 2026


$10B AUM, healthcare organization, marketsgroup.org 2026


$4.1B AUM, public pension plan, marketsgroup.org 2026


$120B AUM, New Jersey, public investment division, marketsgroup.org 2026


$104B AUM, Oregon, state treasury, marketsgroup.org 2026


$1.1B AUM, university endowment, marketsgroup.org 2026


$9B AUM, healthcare/research organization, marketsgroup.org 2026


$46.68B AUM, public pension plan, marketsgroup.org 2026


$15.9B AUM, Columbia University Endowment, university endowment fund, marketsgroup.org 2026


$9B AUM, Baltimore, Maryland, university endowment, marketsgroup.org 2026


$5B AUM, Los Angeles, California, university endowment, marketsgroup.org 2026


$5.1B AUM, Charlotte, North Carolina, foundation, marketsgroup.org 2026


$9B AUM, Miami, Florida, allocator, marketsgroup.org 2026


$16.7B AUM, Chicago, Illinois, university endowment, marketsgroup.org 2026


Senior Investment Officer, 10 years tenure


Deputy Chief Investment Officer, 2 years tenure


Deputy Chief Investment Officer, 24 years tenure


Senior Director of Investments, 4 years tenure


Deputy Chief Investment Officer, 13 years tenure


Director of Special Situations and Office of the CIO, 1 year tenure


Deputy Chief Investment Officer, 6 years tenure


Deputy Chief Investment Officer, 8 years tenure


Senior Investment Officer for Public Markets, 5 years tenure


Vice President and Chief Investment Officer, since 1989


Director and Chief Investment Officer, appointed 2022


Chief Investment Officer, appointed April 2020


Senior Vice President and Chief Investment Officer, since 2008


Managing Director, Investments, 2 years tenure


Vice President and Director of Investments, 3 years tenure


Head of Alternative Investments, 3 years tenure


CFO at Helvetia Versicherungen Osterreich €159B, joined 2016, prior Skandia Austria McKinsey, INSEAD MBA, marketsgroup.org 2026


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


CIO at Nobel Foundation €620M, joined 2017, 25yr quant/risk career, board VKR Holding, Stockholm MSc CFA FRM, marketsgroup.org 2026


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


Head of ESG and SVP at ATP €150B, joined 2005, ISSB Investor Advisory Group, Aarhus political science, marketsgroup.org 2026


Chief Financial Investment Officer at Fondazione ENPAM €27B, joined 2011, prior CFO Fondazione Roma Generali Investment, marketsgroup.org 2026


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


CIO at West Yorkshire Pension Fund €26B, joined 2025, prior HSBC Alternatives MD Aviva Investors BlackRock, Cambridge applied math, marketsgroup.org 2026


West Yorkshire Pension Fund UK local government pension €26B AUM, Bradford UK, marketsgroup.org 2026


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


CIO at Sampension €45B, 19yr tenure since 2007, prior CRO ATP Carnegie Bank Danske Bank, Copenhagen econ, marketsgroup.org 2026


CIO at PMT Pensioenfonds Metaal Techniek €90B, CIO since 2017 joined 2010, prior ING head liquidity funding risk, Munster econ, marketsgroup.org 2026


Director at Fondo Pensione Pegaso €1.5B, joined 2009, secretary Assofondipensione since 2024, board Forum Finanza Sostenibile, Sapienza statistics, marketsgroup.org 2026


CIO at Border to Coast Pensions Partnership £120B, joined 2023, prior MD Neuberger Berman 10yr Morgan Stanley IBM Shell, Sheffield econ UCD, marketsgroup.org 2026


Border to Coast LGPS pool UK local government pension £120B AUM, Leeds UK, marketsgroup.org 2026


GM and CIO at Fondazione Roma €1.6B, CIO since 2014 GM since 2026, prior CIBC FirstCaribbean Banca Intesa Sanpaolo Asia-Pacific HoT, Pisa econ, marketsgroup.org 2026


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


CEO at AMF Swedish pension €78.4B, appointed CEO November 2024, joined 2009, prior CIO AMF Fonder deputy CEO CRO, Stockholm School of Economics MSc, marketsgroup.org 2026


AMF Swedish major pension provider €78.4B AUM, Stockholm Sweden, marketsgroup.org 2026


Managing Director Capital Investments at Nordrheinische Ärzteversorgung €18.5B since 2014, prior Church Supplementary Pension board 6yr, Munster business admin, marketsgroup.org 2026


Nordrheinische Ärzteversorgung North Rhine Medical Pension Fund €18.5B AUM, Düsseldorf Germany, marketsgroup.org 2026


CIO and CFO at Cassa Nazionale del Notariato €2B, CIO since 2010 CFO since 2024, joined 1985, Sapienza econ law, marketsgroup.org 2026


Italian notary profession pension €2B AUM, Rome Italy, marketsgroup.org 2026


Head of Investments at Pensioenfonds Detailhandel €34B, 15yr tenure, prior Northern Trust VP KAS BANK client mgmt, marketsgroup.org 2026


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


CIO at AP Pension €27B, 2yr tenure, prior decade AkademikerPension co-CIO head fixed income/credit Danmarks Nationalbank economist, Aarhus PhD finance, marketsgroup.org 2026


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


CEO at PKA €67B, 6yr tenure, expanded alternatives PE green infrastructure, Technical University Denmark, board multiple investment institutions, marketsgroup.org 2026


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


Head Asset Mgmt and CIO at Länsförsäkringar Liv €9.4B, 1yr tenure, prior decade Nordea Liv Pension CIO BNP Paribas Carnegie, Stockholm MSc accounting finance, marketsgroup.org 2026


Länsförsäkringar Liv Swedish insurance €9.4B AUM, Stockholm Sweden, marketsgroup.org 2026


Head of Asset Allocation at AP4 Fjärde AP-fonden €34B, 13yr tenure, quant portfolio strategy, Stockholm MSc business econ engineering physics, marketsgroup.org 2026


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


CIO at ENPAF €3.5B, 6yr tenure, prior head real estate ENPAF P&G SGR Borgosesia, SDA Bocconi corp finance Politecnico Milan RE, marketsgroup.org 2026


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


CEO at Pensionskasse Manor €1.97B, 21yr tenure, ASIP Swiss Pension Fund Association president, alternatives diversification focus, Lucerne pension mgmt St Gallen mgmt, marketsgroup.org 2026


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


Head of Asset Allocation at The People's Pension €45.3B, 1yr tenure, prior Tesco Pension Investment 7yr Legal General BP Pension, Warwick econ econometrics CFA, marketsgroup.org 2026


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


CIO and Deputy CEO at Retraites Populaires €9.6B, joined 2001 CIO/deputy CEO since 2022, prior EY auditor, board Swiss Sustainable Finance, HEC Lausanne, marketsgroup.org 2026


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


CIO at AG Insurance and Group Head Investments at Ageas €107B, CIO since 2011, board Belgian Finance Center King Baudouin Foundation, Vlerick MBA Ghent civil engineering, marketsgroup.org 2026


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


Partner at Altimeter Capital Management, early AI investor; NYU Stern grad; made early call on Nvidia (October 2022, gained 900%+ since 2023). Institutionalinvestor.com 2025 Hedge Fund Rising Star


Partner at Empyrean Capital Partners; born South Africa, Georgetown grad; transformed institutional investor base from funds-of-funds to major institutions. Institutionalinvestor.com 2025 Hedge Fund Rising Star


Portfolio Manager at Tekne Capital Management; born Lisbon, McGill grad; focused on Global South emerging markets technology investing. Founded hedge fund in Lisbon with $455K initial capital. Institutionalinvestor.com 2025 Hedge Fund Rising Star


General Partner at Coatue Management (Tactical Solutions division); Dartmouth grad (Russian Studies & Economics); BCG and New Mountain Capital experience; deployed $3B in solutions over two years since joining February 2022. Institutionalinvestor.com 2025 Hedge Fund Rising Star


Founder of Drill Capital Management (launched January 2025); born Central African Republic (1987); McGill grad; energy sector expertise from Lehman Brothers, Ospraie Management, TVR Capital, and Bornite Capital. Institutionalinvestor.com 2025 Hedge Fund Rising Star


Founder of Chepstow Lane Capital (2021, $225M AUM); former portfolio manager at Soros Fund Management, Camulos Capital, Blue Mountain Capital; daughter of Polish immigrants; Middlebury and LSE grad; fund gained 13%+ net over two years. Institutionalinvestor.com 2025 Hedge Fund Rising Star


Co-founder of Tyro Partners (2015, $300M AUM); University of Notre Dame grad from Richmond, Virginia; co-founded with college investing friend Alex Draime with $3M initial capital; no down years since 2015; recently secured first institutional investor. Institutionalinvestor.com 2025 Hedge Fund Rising Star


Co-founder of Tyro Partners with Dan McMurtrie (2015); college investing club connection; part of $300M AUM value-long-short equity fund. Institutionalinvestor.com 2025 Hedge Fund Rising Star


Founder of Verdad Advisers (2014, $1B+ AUM); Harvard grad (2009); Bain Capital Private Equity experience (4 years); launched with $8M while pursuing Stanford MBA; published author/researcher; market-neutral global macro fund up 15.6% Q1 2025; distributes research to ~30,000 weekly readers. Institutionalinvestor.com 2025 Hedge Fund Rising Star


Senior Portfolio Strategist at Bridgewater Associates; Wesleyan undergrad, Fordham Gabelli (quantitative finance, 2008); joined during financial crisis, progressed from trading to global currency research to client-facing roles (since 2016); contributor/editor Bridgewater Daily Observations; engaged 500+ clients. Institutionalinvestor.com 2025 Hedge Fund Rising Star


Portfolio Manager at Viking Global Investors (joined 2022 as senior analyst, promoted 2024); Georgetown Walsh School Foreign Service (2010); Credit Suisse biotech banking (2 yrs), Carlyle (2 yrs), Suvretta Capital Management healthcare/consumer focus (6.5 yrs); from Locust Valley, Long Island; covers entire consumer sector. Institutionalinvestor.com 2025 Hedge Fund Rising Star


Tech-focused long-short and private equity fund; $10B+ AUM; invests in AI, software, semiconductors; based in NYC area. Source: Institutionalinvestor.com 2025 Rising Stars


Event-driven multistrategy hedge fund; $3B AUM; transformed institutional investor base. Source: Institutionalinvestor.com 2025 Rising Stars


Emerging markets technology focused fund; $1.2B AUM; located New York; founder Beeneet Kothari; focuses on Global South tech investing. Source: Institutionalinvestor.com 2025 Rising Stars


Multi-strategy hedge fund (public and private); $55B+ AUM; Tactical Solutions division focuses on structured equity and capital solutions. Source: Institutionalinvestor.com 2025 Rising Stars


Energy sector infrastructure and global long-short equity hedge fund; launched January 2025 with <$2M; based New York. Source: Institutionalinvestor.com 2025 Rising Stars


European credit focused hedge fund; $225M AUM; founded 2021; located London; correctly predicted European real estate divergence from U.S. market. Source: Institutionalinvestor.com 2025 Rising Stars Part II


Value-oriented long-short equity hedge fund; $300M AUM; founded 2015 with $3M initial capital; no down years since inception; recently secured first institutional investor. Source: Institutionalinvestor.com 2025 Rising Stars Part II


Multi-strategy hedge fund; $1B+ AUM (hit mark early 2024); includes Japan-focused fund (~25% assets), market-neutral global macro (up 15.6% Q1 2025), and opportunity funds; distributes research to ~30,000 weekly readers. Source: Institutionalinvestor.com 2025 Rising Stars Part II


Multi-strategy hedge fund; major macroeconomic focus; engages 500+ clients on research; publishes daily observations; strong quantitative and global macro capabilities. Source: Institutionalinvestor.com 2025 Rising Stars Part II


Multi-strategy hedge fund; ~$50B+ AUM; located New York; known for apprenticeship model mentoring portfolio managers; strong healthcare and consumer sector expertise. Source: Institutionalinvestor.com 2025 Rising Stars Part II


Partner at Altimeter Capital Management; AI and semiconductor investor


Partner, Head of Business Development and Investor Relations


Portfolio Manager/Analyst; focuses on Global South emerging markets technology


General Partner in Tactical Solutions division; deployed $3B in solutions


Founder; launched January 2025 with energy sector and long-short equity focus


Founder (2021); $225M AUM European credit focused fund; $225M AUM


Co-founder (2015); value-long-short equity; $300M AUM


Co-founder with Dan McMurtrie (2015); $300M AUM value-long-short equity


Founder (2014); multi-strategy; $1B+ AUM; launched with $8M


Senior Portfolio Strategist; contributor to Daily Observations; engages 500+ clients


Portfolio Manager (since 2024); covers entire consumer sector; part of apprenticeship model


CIO at Empirical Wealth Management ($9B AUM). 14 years tenure. M.S. Computational Finance & Risk Management (University of Washington), M.S. Economics (University of Oregon). marketsgroup.org 2026 Elite Private Wealth CIOs Part 3


Managing Partner & CIO at Fiducient Advisors ($370B AUM). 13 years tenure. Previously research analyst at Citigroup and Wells Fargo. B.A. Finance (University of Colorado). marketsgroup.org 2026 Elite Private Wealth CIOs Part 3


CIO at Syon Capital ($5.4B AUM). 2 years tenure. 30+ years across public/private markets. Former CIO at Miracle Mile Advisors and Karp Capital Management. B.S. Finance (University of Colorado Boulder). marketsgroup.org 2026 Elite Private Wealth CIOs Part 3


CIO & Partner at True North Advisors ($4.5B AUM). 10 years tenure. 20+ years in infrastructure and real assets. Former VP equity analyst at Wachovia, Russell Investment Group. B.Tech (IIT), MBA (University of Georgia). marketsgroup.org 2026 Elite Private Wealth CIOs Part 3


CIO & Partner at FFT Wealth Management ($6B AUM). 7 years tenure. 30+ years experience. Founded AM Global Family Investment Office. Former CIO at GenSpring Family Offices (expanded $450M to $20B). B.S. Finance (UNC Greensboro). marketsgroup.org 2026 Elite Private Wealth CIOs Part 3


CIO & Managing Partner at MAI Capital Management ($39B AUM). 14 years tenure. Investment analyst at The Townsend Group, senior financial analyst at Capital One. MBA (University of Chicago Booth). marketsgroup.org 2026 Elite Private Wealth CIOs Part 3


Partner & CIO at Cerity Partners ($159B AUM). 11 years tenure. 35+ years in portfolio management. Two decades at Deutsche Bank as CIO/head of global investment solutions. MBA (NYU), B.A. (Columbia). marketsgroup.org 2026 Elite Private Wealth CIOs Part 3


Partner & CIO at Corient ($225B AUM). 16 years tenure. 20+ years investment experience. Analyst/trader at Falcon Fund, joined RGT Wealth Advisors (grew $1.8B to $4.7B), became CIO of Corient 2024. Undergraduate (Duke). marketsgroup.org 2026 Elite Private Wealth CIOs Part 3


CIO at Dakota Wealth Management ($6.3B AUM). 4 years tenure. Former director/senior portfolio manager at Dakota. 7+ years director of investment research at Persimmon Capital Management (acquired 2021). Co-founded Blue Wave Global Investors. B.S. Finance & Economics (Drexel), CFA charterholder. marketsgroup.org 2026 Elite Private Wealth CIOs Part 3


SVP & CIO at Washington Trust Wealth Management ($2B AUM). 7 years tenure. 25+ years in equity research and portfolio management. Decade at Amica Mutual Insurance. Finance degree (Syracuse), M.S. Finance (Bentley). marketsgroup.org 2026 Elite Private Wealth CIOs Part 4


Co-CIO at Creative Planning ($390B retirement plans AUM). 2 years tenure. Former partner/co-CIO at IRON Financial. Research positions at Koch Quantitative Trading, Morningstar. Advanced engineering research at GM and Argonne National Laboratory. MBA (University of Chicago Booth), Ph.D. Mechanical Engineering. marketsgroup.org 2026 Elite Private Wealth CIOs Part 4


Founding Partner & CIO at Summit Trail Advisors ($26B AUM). 10 years tenure. 20+ years in global private wealth. Former global head of alternatives at Barclays Wealth, roles at Lehman Brothers, Neuberger Berman, Cambridge Associates. Economics & history degree (Wake Forest). marketsgroup.org 2026 Elite Private Wealth CIOs Part 4


CIO at Trilogy Financial ($4.8B AUM). 1 year tenure. 25+ years in industry. Former chief investment strategist at Ashton Thomas Private Wealth, regional CIO at Wells Fargo Private Bank (~$49B). Prior roles at J.P. Morgan and Citigroup. Co-founded Wolf Creek Energy Partners. MBA (DePaul), bachelor's (University of Illinois). marketsgroup.org 2026 Elite Private Wealth CIOs Part 4


Managing Partner & Co-CIO at Evoke Advisors ($28B AUM). 5 years tenure. 25+ years advising multibillion-dollar portfolios. Led institutional consulting at Merrill Lynch. Co-founded ARIS (2014). Hosts The Insightful Investor Podcast. Cum laude (UC Santa Barbara), JD (UC Hastings). marketsgroup.org 2026 Elite Private Wealth CIOs Part 4


CIO at The Family Office at Synovus ($8.4B AUM). 19 years tenure. Previously worked for single-family office (alternatives & real estate). Junior bond trader at SouthTrust Bank. Bachelor's & Master's economics (University of Alabama). marketsgroup.org 2026 Elite Private Wealth CIOs Part 4


CIO at Apollon Wealth Management and Apollon Financial ($8.6B AUM). 3 years tenure. Senior roles at Prudential Financial, State Street Alternative Investment Solutions, MetLife. Multi-asset strategy and alternatives expertise. MBA with honors (University of Massachusetts), bachelor's (University of Connecticut). marketsgroup.org 2026 Elite Private Wealth CIOs Part 4


Managing Director of Investments at RWJBarnabas Health ($10B AUM). 2 years tenure. Healthcare system endowment. Former director of investments at NYU, investment research associate at Hall Capital Partners, associate at BNY Mellon. MBA (NYU Stern), M.A. (University of St Andrews). marketsgroup.org 2026 Next Elite Part 2


Deputy CIO at Indiana Public Retirement System ($60.8B AUM). 7 years tenure. Public pension fund. Former director investment operations, manager/senior implementation consultant at SEI Archway, capital markets roles at Sandler O'Neill & Partners and Morgan Stanley. B.S. Business Management & History (Bucknell). marketsgroup.org 2026 Next Elite Part 2


Director Private Equity & Alternatives at PSRS/PEERS ($66.4B AUM). 30 years tenure. Public pension fund. Oversees hedged assets, alpha overlay strategy, private equity portfolio, long-only U.S. equity program. marketsgroup.org 2026 Next Elite Part 2


Deputy CIO at Teachers' Retirement System of Illinois ($83.2B AUM). 3 years tenure. Public pension fund. Led triennial asset allocation review, performance reporting redesign, hedge fund portfolio restructuring. Managing principal/investment consultant at Meketa Investment Group, prior roles at Invesco, Northern Trust Asset Management, Goldman Sachs. B.A. Economics (Hamilton). marketsgroup.org 202


Senior Investment Officer DSP at Oregon Public Employees Retirement Fund ($5.5B DSP, $101.3B total AUM). 2 years tenure. Public pension fund. Former managing director investment research at BMO Family Office/BMO Wealth Management, led investment teams at BMO and CTC Consulting. B.A. Economics (Carleton), CFA and CAIA charterholder. marketsgroup.org 2026 Next Elite Part 2


Managing Director Private Assets at W.K. Kellogg Foundation ($10B AUM). 19 years tenure. Foundation. Former associate portfolio manager at Mastrapasqua Asset Management, investment analyst at William Blair & Company. MBA (University of Chicago Booth), bachelor's (Michigan State), CFA and CAIA charterholder. marketsgroup.org 2026 Elite ALTS Allocators Part 2


Managing Director at Grinnell College Investment Office ($2.85B AUM). 3 years tenure. Educational endowment. Prior roles at Alumni Ventures (principal through managing partner), investment offices at CareGroup Healthcare and Combined Jewish Philanthropies. Investment banking at J.P. Morgan and Goldman Sachs. MBA (Tuck School, Dartmouth), bachelor's (Middlebury). marketsgroup.org 2026 Elite ALTS Al


Managing Director of Investments at Carnegie Mellon University ($4.5B AUM). 10 years tenure. Educational endowment. Top-decile performance in alternatives. Former VP at Cliffwater (European private equity), analyst at LP Capital Advisors. MBA (UC Berkeley Haas), bachelor's (UC San Diego). marketsgroup.org 2026 Elite ALTS Allocators Part 2


Senior Director Investments at St. Jude Children's Research Hospital ALSAC ($9B AUM). 5 years tenure. Nonprofit research hospital. Progressed from senior investment analyst. Former VP at Fund Evaluation Group advising institutional clients, investment officer at Permanens Capital. MBA (Cornell Johnson), bachelor's (Tufts). marketsgroup.org 2026 Elite ALTS Allocators Part 2


Managing Director Real Assets & Sustainable Investments at MacArthur Foundation ($9.3B AUM). 9 years tenure. Foundation. 20+ years institutional investment experience. Former head of real estate at Ford Foundation, director global real assets at National Railroad Retirement Investment Trust. MBA (Wake Forest), bachelor's (Xiamen University). marketsgroup.org 2026 Elite ALTS Allocators Part 2


Managing Partner and Chief of Investments


Chief Investment Officer and Managing Partner


Senior Vice President and Chief Investment Officer


Founding Partner and Chief Investment Officer


Managing Partner and Co-Chief Investment Officer


Senior Investment Officer, Diversifying Strategies Portfolio


Managing Director, Real Assets & Sustainable Investments


Private equity/buyout/real estate/credit, $1.27T AUM (Sep 2025), New York, founded 1985, source: Wikipedia/SEC filings 2025


Private equity/buyout/credit/real estate, $758B AUM (Mar 2026), New York, founded 1976, source: Wikipedia/KKR investor relations 2026


Private equity/credit/real assets, $840B AUM (2025), New York, founded 1990, source: Wikipedia/Apollo SEC filings 2025


Private equity/buyout/credit, $145B+ AUM (2025), Stockholm, founded 1994, source: Wikipedia/EQT investor relations 2025


Private equity/buyout/credit/real assets, $441B AUM (Q4 2025), Washington DC, founded 1987, source: Wikipedia/Carlyle SEC filings 2025


Private equity/buyout/credit/real estate, $245.9B AUM (2024), Fort Worth TX, founded 1992, source: Wikipedia/TPG investor relations 2024


Private equity/growth/credit, $100B+ AUM (Mar 2026), New York, founded 1966, source: Wikipedia/Warburg Pincus 2026


Private equity/venture/credit/buyout, $180-185B AUM (2024), Boston, founded 1984, source: Wikipedia/Bain Capital 2024


Private equity/growth/buyout, $100B AUM (Nov 2025), Boston, founded 1984, source: Wikipedia/Advent International 2025


Growth equity/venture, $118B AUM (2022), New York, founded 1980, source: Wikipedia/General Atlantic SEC 2024


Technology private equity, $110B AUM (2025), Menlo Park CA, founded 1999, source: Wikipedia/Silver Lake 2025


Software/technology private equity, $100B+ AUM (2026), Austin TX, founded 2000, source: Wikipedia/Vista investor relations 2026