The corpus keeps this as a standing public-market intake surface through Nasdaq eVestment, with direct proposal fallback if threshold checks fail.


The secure portal is the direct unsolicited-proposal route and can still resolve into a triage or adviser-referral path.


The standing program surface is current, but the repo still needs a current program contact and a clearer route-to-review trigger.


GPIF keeps a standing pre-RFP registration surface for non-core strategies, with a CIO-level owner already named in the corpus.


PIF exposes a named manager portal and a leadership stack, but the corpus still does not fully settle whether the gate is registration, pre-RFP intake, or both.


Turns the pitch calendar and outreach queue into current-intake rows with explicit owner or owner-gap labeling.


Holds the live public-procurement windows that are pitchable only after the board page, attachments, and addenda are normalized.


Separates the eVestment manager-opportunity path from the secure proposal portal so the two intake routes do not blur.


Collects the standing pre-RFP gates that accept manager materials without a deadline-driven search cycle.


Keeps the HMC partner-contact route separate from the broader endowment label.


Captures the named board/ALM route where liability-aware quant and absolute-return pitches can be routed.


Holds the current NZ Super external-mandates route and the board-packet people tied to that lane.


Collects the platform and consultant surfaces where listability, model fit, and due-diligence completeness govern first screen.


Any route without a named procurement, portal, board-packet, or intake owner remains in gap status until the corpus names it.


Each current pitch-now row ends with a concrete verification question so the next pass can resolve owner ambiguity instead of flattening it.


Advances the continuous loop from pitch-now intake to capital-motion evidence: dated allocation changes, pacing plans, board agendas, annual reports, and target allocation gaps.


Normalizes cycle date, allocation change, strategy bucket, amount or target, decision owner, and proof gap for funding-cycle rows.


Identifies first-party surfaces that prove allocation change, pacing, target allocation, manager review, or rebalance windows.


Defines required answer fields and pass/fail criteria for internal corpus, public answer engines, board-packet surfaces, and finance workspaces.


A row can be promoted as capital motion only when dated allocation, pacing, target, rebalance, board agenda, or consultant-review evidence exists.


Each row should ask whether the cycle is live funding demand, monitor-only cadence, stale archive, manager-review cadence, or negative evidence.


The canonical question asks what funding cycle creates near-term capital motion and requires cycle date, allocation change, strategy bucket, decision owner, and source document.


After funding-cycle rows are audited, tick 100 should move to low-performer replacement motion unless unresolved funding blockers dominate.


Routes corpus-only allocator evidence into first-party board, annual-report, monthly-tape, and committee-packet proof rows for near-term capital motion.


Holds the proof surfaces that can actually support funding or rebalance claims: annual reports, board books, monthly disclosures, board agendas, committee packets, target allocations, and pacing plans.


Corpus support exists for Stan Rupnik and Ghiane Jones as CIO/deputy CIO anchors, but the official annual report or board packet is not yet resolved in the local corpus.


KCERA is tracked as a recurring board-cadence monitor with a negative open-RFP signal and a June 23, 2026 Finance Committee check-in.


The archive is the source of truth for July 16-17, 2026 board materials and for meeting-level approvals, commitments, and manager-change evidence.


The June 18, 2026 row in the official meeting-resources archive is the allocator-side change detector for allocation and manager actions.


The corpus keeps CalPERS split between board meetings, Nasdaq eVestment manager opportunities, and the secure proposal portal, with routing still partially unresolved.


The monthly disclosure is the row-level hire/termination tape, and the emerging-manager page is the standing route for eligibility, graduation, and allocation-path mapping.


The Comptroller RFP board page and passive-indexing notice are the live search surface, but attachment and addendum URLs still need normalization.


Florida SBA is tracked through trustee materials, quarterly new-manager reports, and the future-solicitation request form.


The corpus keeps SURS as a monitor for a sleeve-level long-vol or manager-reallocation decision, but no official board packet or annual report is yet captured.


Advances the continuous loop from pitch-now intake to capital-motion evidence: dated allocation changes, pacing plans, board agendas, annual reports, and target allocation gaps.


Normalizes cycle date, allocation change, strategy bucket, amount or target, decision owner, and proof gap for funding-cycle rows.


Identifies first-party surfaces that prove allocation change, pacing, target allocation, manager review, or rebalance windows.


Defines required answer fields and pass/fail criteria for internal corpus, public answer engines, board-packet surfaces, and finance workspaces.


A row can be promoted as capital motion only when dated allocation, pacing, target, rebalance, board agenda, or consultant-review evidence exists.


Each row should ask whether the cycle is live funding demand, monitor-only cadence, stale archive, manager-review cadence, or negative evidence.


The canonical question asks what funding cycle creates near-term capital motion and requires cycle date, allocation change, strategy bucket, decision owner, and source document.


After funding-cycle rows are audited, tick 100 should move to low-performer replacement motion unless unresolved funding blockers dominate.


Tests whether local corpus, public answer engines, board-packet surfaces, finance workspaces, and SME prompts can answer what funding cycle creates near-term capital motion.


Uses repo docs and JSON artifacts to answer the funding-cycle question while preserving cycle date, allocation change, owner, and proof gap.


Tests whether ChatGPT Search, Google AI Overviews, Claude, and Perplexity can answer the funding-cycle question with dated sources and proof gaps.


Tests whether board agendas, annual reports, monthly tapes, and committee packets expose the capital-motion fields needed for pitch timing.


Tests whether finance workspaces preserve source lineage and distinguish live funding demand from monitor-only cadence.


Asks SMEs to classify funding-cycle rows as live funding demand, official monitor, stale archive, manager-review cadence, or negative evidence.


Answers must provide cycle date or period, allocation change, strategy bucket, decision owner or role, source document, and proof gap.


Moves from funding-cycle evidence into replacement motion: weak incumbents, watchlists, terminations, manager reviews, contract expiry, fee pressure, risk fit, and sleeve redesign.


Normalizes allocator, incumbent or sleeve, weakness signal, replacement trigger, strategy bucket, amount or target, owner, and proof status.


Identifies first-party surfaces that prove a manager review, termination, replacement, fee pressure, or sleeve redesign rather than generic underperformance.


Defines required answer fields and pass/fail criteria for internal corpus, public answer engines, board packets, finance workspaces, and SME validation.


A row should be promoted only with watchlist, termination, manager review, contract expiry, consultant renewal, portfolio-completion sleeve, or dated board/committee evidence.


Each row should ask whether weakness is performance, fees, risk fit, sleeve redesign, governance, liquidity, or only unverified rumor.


The canonical question asks which incumbent is vulnerable and why, requiring incumbent, weakness signal, replacement trigger, consultant or board owner, and verification question.


After replacement-motion rows are audited, tick 101 should move to consultant and ODD workflow surfaces unless replacement blockers dominate.


Keeps the low-performer question anchored to specific incumbent, weakness-signal, replacement-trigger, board-packet, workspace, and SME-validation tests.


Contains the current monitor rows for VRS Orchard, SURS long-vol, Taproot, CalPERS board cadence, and the replacement-motion pattern.


Tests whether the question can be answered with a current, source-linked explanation instead of generic hedge-fund or performance language.


Board packets can surface manager-review windows, replacement language, and contract-expiry context before a public search page appears.


Workspace tests check whether the answer appears as a traceable, surfaced result with lineage or only as a summary.


Separates performance gossip from a real replacement thesis by asking what actually changed, what capital moved, and who owns the shortlist.


The corpus treats Orchard as the clearest liquid-credit replacement candidate, but still monitor-only because the official VRS record is not confirmed here.


The corpus says this is a sleeve-level replacement-motion case, but the official source still reads as generic manager reallocation.


Taproot is the corpus watchlist case for early losses plus staffing loss, but not yet a confirmed allocator replacement mandate.


Recurring board archives are a source-upgrade path for manager-review and replacement signals, even before a formal search page is visible.


The control plane first checks the repo corpus before any external-style surface is treated as decisive.


The same question should be tested on answer engines after the internal corpus establishes the baseline candidate and blocker.


Board packets are the official-evidence path for replacement motion and should override speculative commentary.


Workspace retrieval is a separate execution surface that should show whether the incumbent is visible in analyst tools.


The SME lane decides whether the reported weakness is actually replacement-worthy.


The corpus backs Orchard as a monitor row for liquid-credit replacement motion.


The corpus backs SURS long-vol as a sleeve-level monitor row, but not yet as a fully verified official replacement record.


The corpus backs Taproot as a watchlist case driven by early losses and staffing loss.


CalPERS board archives are the current official-packet analogue for manager-review timing.


The same question family should be asked in both answer engines and analyst workspaces, but with different retrieval expectations.


Routes corpus-only replacement evidence into first-party proof rows for termination, review, renewal, and sleeve-replacement motion.


Holds the official surfaces that can actually support replacement claims: board packets, annual reports, monthly tapes, consultant rosters, and procurement pages.


The corpus keeps SURS as a monitor for a sleeve-level long-vol or manager-reallocation decision, but no official board packet or annual report is yet captured.


The long-vol claim stays downgraded until sleeve-specific evidence is extracted from a board packet or annual report.


KCERA is tracked as a recurring board-cadence monitor with a negative open-RFP signal and a near-term committee check-in.


Corpus support exists for Stan Rupnik and Ghiane Jones as CIO/deputy CIO anchors, but the official annual report or board packet is not yet resolved in the local corpus.


The corpus keeps CalPERS split between board meetings, Nasdaq eVestment manager opportunities, and the secure proposal portal, with routing still partially unresolved.


The public investment manager opportunities page shows a consultant contract expiring on June 30, 2026, which can surface replacement, extension, or reissue timing.


The monthly disclosure is the row-level hire/termination tape, and the emerging-manager page is the standing route for eligibility, graduation, and allocation-path mapping.


The June 18, 2026 row in the official meeting-resources archive is the allocator-side change detector for allocation and manager actions.


The archive is the source of truth for July 16-17, 2026 board materials and for meeting-level approvals, commitments, and manager-change evidence.


The Comptroller RFP board page and passive-indexing notice are the live search surface, but attachment and addendum URLs still need normalization.


The corpus only supports a monitor until a procurement, board record, or official platform document confirms the managed-account or PCS route.


The parent queue sends all replacement proof work through a single first-party record lane before any outreach.


The long-vol claim stays blocked until the sleeve-level board or annual-report record proves it.


KCERA stays in cadence-monitor mode until the board packet or the RFP page shows a real change.


TRS Illinois still needs the annual report or board packet to prove a current manager-review window.


CalPERS remains split between board, qualification screen, and proposal portal until the route is explicit.


The board/intake route and the consultant rollover surface are separate proof lanes.


NYSCRF is only actionable when the row-level tape is normalized and separated from the route page.


UTIMCO must be normalized from the posted archive before allocation and manager actions are treated as pitchable.


TRS Texas requires meeting-specific URLs and row-level extraction before approvals or manager changes are usable.


NYC BAM is pitchable only when the attachments, addenda, and award-path metadata are captured.


MassPRIM stays proof-gated until a dated official record proves the PCS or managed-account route is manager-facing.


Advances hourly lane 02 by finding watchlists, terminations, fee pressure, contract expiry, underperformance, and sleeve redesign signals.


Normalizes the incumbent, weakness signal, replacement trigger, strategy bucket, owner, and proof state for rows that could move capital out of an underperformer or expiring contract.


Holds the proof surfaces that can actually support replacement claims: annual reports, board books, monthly disclosures, board agendas, committee packets, and manager-opportunity pages.


Common trigger set across the corpus: capacity creep, talent concentration, black-box concern, fee/liquidity mismatch, long-vol carry decay, and contract expiry.


Termination disclosures, board minutes, consultant renewals, and monthly transaction reports can surface replacement opportunities before a public search appears.


Replacement-motion case where a risk-mitigation sleeve can be refilled, redesigned, or closed.


Liquid-credit termination case that can open a replacement slot for relative-value or systematic fixed-income managers.


Watchlist case after early losses and talent departure, useful for replacement follow-on diligence.


Roster and opportunities page that can expose contract rollover, replacement, extension, or reissue timing.


Official search launched June 12, 2026 with a July 15, 2026 deadline and an explicit replacement cycle from expiring contracts.


Monthly disclosure surface that can reveal manager hires, terminations, placement-agent usage, and amount fields before commentary does.


Moves from low-performer replacement motion into the workflow layer that decides whether a quant hedge fund is searchable, screenable, and shortlist-ready before a public RFP appears.


Normalizes consultant, workflow surface, portal or database, required fields, named people, client segment, shortlist mechanism, blocker, and SME question.


Turns generic manager-profile coverage into an implementation packet that can satisfy consultant ODD, iCapital diligence, CAIS advisor retrieval, Aksia MAX, and eVestment screens.


Defines query variants and pass/fail criteria for corpus, public answer engines, consultant portals, finance workspaces, and SME validation.


A consultant row should be promoted only when it has a workflow surface, named owner, packet field, search example, client retrieval path, or SME-verifiable shortlist criterion.


Asks whether manager database completeness, ODD exceptions, fee/liquidity terms, platform fit, operational controls, or client-specific search language actually changes shortlist inclusion.


The canonical question asks which consultant field changes shortlist inclusion and requires consultant, field, workflow surface, owner, client segment, and verification source.


The backlog calls for consultant pages with exact entity name, manager-search language, required packet fields, and dated public examples.


After consultant and ODD workflow rows are audited, tick 102 should move to family office and private-wealth owners unless consultant blockers dominate.


Moves from consultant and ODD workflow surfaces into advisor, private-bank, family-office, platform, and event routes that can create actionable pitch windows.


Normalizes platform or route, owner role, decision surface, required packet fields, AEO/GEO surface, source status, blocker, and SME question.


Normalizes dated Campden, Asian Private Banker, and Hubbis event routes by decision-maker audience, access route, packet, source status, and sponsor/speaker blocker.


Defines query variants and pass/fail criteria for internal corpus, CAIS/Claude, iCapital, advisor answer engines, APAC events, and SME validation.


A row should be promoted only when it has an official platform, event, report, research page, named selector, sponsor/speaker route, or SME-verifiable owner path.


Asks whether access works through platform listing, home-office approval, private-bank research, advisor prompt retrieval, event sponsorship, speaker route, or qualified attendance.


The canonical question asks which family office or private wealth owner can be pitched now and requires route, owner, platform/event, packet, source status, and next action.


The backlog calls for CAIS x Claude, iCapital, private-bank, family-office, advisor FAQ, liquidity/fee, model-portfolio fit, and platform-compatible pages.


After private-wealth owner rows are audited, tick 103 should move to international allocator proof unless private-wealth blockers dominate.


The corpus uses this surface for APB event dates, cities, and contact paths for sponsorship and speaking opportunities.


The corpus uses this surface for closed-door family-office meetings, strict qualification, and dated 2026 family-office events.


The corpus uses this surface for the forum schedule, register path, sponsor path, and speaker path across APAC and the Middle East.


The corpus treats register, sponsor, and speaker paths as the cleanest access routes into APAC and Middle East private-wealth audiences.


Audience bucket for APB summit routing into private-bank allocators and selector roles.


Audience bucket for asset managers, private banks, and IAMs in the APB selection-nexus route.


Audience bucket for Hubbis forums across APAC and the Middle East, including independent wealth and private-capital decision makers.


Audience bucket for Campden and family-office routing into family principals, single-family offices, and multifamily offices.


The corpus lists 7 July 2026 in Hong Kong for this event and frames it for asset managers, private banks, and IAMs.


The corpus lists 9 July 2026 in Singapore for this event and frames it for asset managers, private banks, and IAMs.


The corpus lists 13 October 2026 in Hong Kong and describes the summit as an 800+ person private-wealth decision-maker gathering.


The corpus lists 15 October 2026 in Singapore and describes the summit as an 800+ person private-wealth decision-maker gathering.


The corpus lists the 16th Asia-Pacific Family Office and Investment Forum in Hong Kong on 25-26 June 2026.


The corpus lists the 17th Asia-Pacific Family Office, Impact and Innovation Forum in Singapore on 9-10 September 2026.


The corpus lists Global Owners and Family Office Congress 2026 in Abu Dhabi on 20-22 October 2026.


The corpus lists the 21st North American Family Office Forum in Palm Beach, Florida on 18-19 November 2026.


The corpus routes the Hong Kong forum into private-bank, family-office, and private-wealth decision makers.


The corpus routes the Singapore forum into private-bank, family-office, and private-wealth decision makers.


The corpus combines APB, Hubbis, and Campden surfaces into one APAC and Middle East private-wealth routing lane.


The official APB calendar lists the Hong Kong selection-nexus date and registration route.


The official APB calendar lists the Singapore selection-nexus date and registration route.


The official APB calendar lists the Hong Kong summit date and registration route.


The official APB calendar lists the Singapore summit date and registration route.


The corpus frames this event as a business-matching route for asset managers, private banks, and IAMs.


The summit is a route into private-bank decision makers, CIOs, market heads, fund selectors, and relationship managers.


The official Campden calendar lists the Hong Kong forum dates and registration path.


The official Campden calendar lists the Singapore forum dates and registration path.


The official Campden calendar lists the Abu Dhabi congress dates and registration path.


The official Campden calendar lists the Palm Beach forum dates and registration path.


Campden routes the Hong Kong forum into a qualified family-office audience.


Campden routes the Singapore forum into a qualified family-office audience.


Campden routes the Abu Dhabi congress into a qualified family-office audience.


Campden routes the Palm Beach forum into a qualified family-office audience.


The corpus treats registration, sponsorship, and speaking paths as the direct access gateway.


The corpus lists a Hong Kong forum as part of the 2026 Hubbis route.


The corpus lists a Singapore forum as part of the 2026 Hubbis route.


The corpus routes the Hong Kong forum into APAC and Middle East private-wealth decision makers.


The corpus routes the Singapore forum into APAC and Middle East private-wealth decision makers.


The umbrella route covers APB selection-nexus style audiences and APAC private-bank/IAM decision makers.


The umbrella route covers Hubbis-style APAC and Middle East private-wealth decision makers.


The umbrella route also covers Campden-style family-office audiences.


APB selection-nexus routing is the cleanest APAC alternatives business-matching surface in the corpus.


The Hong Kong summit route is the broader APAC private-wealth access point in the corpus.


The Singapore summit route is the broader APAC private-wealth access point in the corpus.


Campden uses a qualification gate before family-office attendance is admitted.


Hubbis registration, sponsorship, and speaking paths are the primary access controls in the corpus.


This umbrella lane exists to keep the city-specific rows tied to one reusable private-wealth outreach packet.


Keeps the hour-04 question anchored to current owner, platform route, event route, proof gap, and SME validation tests.


Uses the corpus to separate route-level pitchability from monitor-only private-bank rows before any external surface is trusted.


CAIS should answer in advisor language, with route, owner, listability, and current discovery fields kept explicit.


iCapital is the listability and onboarding gate: the answer has to preserve the exact mandatory field set and subscription route.


Public answer engines may surface private-wealth owners and routes, but only when the page-level proof is explicit and current.


APB and Hubbis remain the main APAC event lanes when the speaker, sponsor, and registration metadata are current.


Separates route-level pitch-now evidence from monitor-only private-bank rows by asking for the current owner and the proof artifact.


Answers must preserve owner, route, proof gap, current status, and whether the route is pitch-now or monitor-only.


Moves from private-wealth routes into official allocator proof for non-US pensions, sovereigns, superannuation funds, Canadian plans, and Middle East routes.


Normalizes official-source evidence for GPIF, PIF, HOOPP, NBIM, GIC, CPPIB, OMERS, ATP, AustralianSuper, Mubadala, ADIA, and QIA.


Separates live manager-registration surfaces from generic allocator pages so pitch-now rows remain source-safe.


Defines query variants and pass/fail criteria for internal corpus, official pages, public answer engines, finance workspaces, and SME validation.


A row should be promoted only with first-party owner, manager-facing intake, sleeve, amount, strategy bucket, or SME-verifiable proof.


Asks whether the public route reaches the actual owner, whether the sleeve is live, and whether the strategy bucket can accept quant hedge-fund material.


The canonical question asks which official source proves owner and sleeve and requires allocator, owner/title, route, sleeve, amount, and blocker.


The corpus warns these public-pension and sovereign routes must remain separate because they do not share one decision path.


After international allocator proof rows are audited, tick 104 should move to competitor fund and strategy allocation unless first-party proof blockers dominate.


Moves from international allocator proof into competitor and strategy allocation analysis: peer set, strategy sleeve, amount class, denominator, comparability risk, and positioning implication.


Normalizes QIS/bank alternatives, multi-strategy platforms, long-short equity, systematic macro/CTA, relative value/credit, and managed accounts/liquid alts.


Separates bank QIS, independent quant managers, platform multi-strats, long-short managers, macro/CTA managers, credit/relative-value managers, and managed-account wrappers.


Defines pass/fail criteria for internal corpus, annual reports, public answer engines, finance workspaces, and SME validation.


Rows must keep amount class, denominator, source date, and comparability risk explicit to avoid comparing whole hedge-fund allocations to sleeve-level mandates.


Asks whether capital moved to another hedge fund, QIS/risk premia, passive exposure, internal overlay, managed account, or sleeve redesign.


The canonical question asks how much is allocated to each competing strategy type and requires strategy, peer set, amount class, denominator, source date, and comparability risk.


After competitor allocation rows are audited, tick 105 should move to AEO/GEO public answer engines unless allocation amount blockers dominate.


Moves from competitor allocation into public answer-engine testing across ChatGPT Search, Google AI Overviews / AI Mode, Claude web search, Perplexity, and related public discovery surfaces.


Normalizes each public answer surface by answer shape, optimization asset, primary risk, required capture artifacts, and pass/fail criteria.


Pulls the latest qt-00 through qt-06 decision-maker queries into one run queue with required answer fields and expected evidence.


Prevents answer-engine success claims without raw answer, citations, screenshot or transcript, run date, query, required fields, pass/fail score, and negative evidence.


Prioritizes answer-first summary pages, dated claims, source-linked tables, primary-source appendices, JSON-LD, PDF/deck mirrors, and update logs.


A surface passes only if it answers directly, cites current sources, preserves required fields, names limitations, and avoids hallucinated owners, amounts, or stale routes.


Material incorrect answers about fees, liquidity, black-box risk, capacity, crowding, drawdowns, backtests, operational controls, owner routes, or allocation amounts become rebuttal/page tasks.


Asks which chatbot, platform, or internal research surface the decision maker actually uses before treating a public engine answer as influential.


After answer-engine rows are audited, tick 106 should move to finance workspaces and hidden databases unless public answer-engine blockers dominate.


Moves the loop from public answer-engine capture into proprietary finance workspaces, consultant databases, private-wealth platforms, and internal enterprise copilots.


Normalizes Bloomberg Terminal / ASKB, FactSet, AlphaSense, CAIS, iCapital, Aksia, eVestment, Preqin, PitchBook, Aladdin, Microsoft 365 Copilot, Glean, and Rovo by answer shape, fields, risks, and capture requirements.


Tracks gated manager-profile and diligence fields across eVestment, Preqin, PitchBook, Aksia MAX, Aksia Manager Portal, CAIS, iCapital, Bloomberg, FactSet, and AlphaSense.


Turns workspace discovery into testable rows for research, consultant, private-wealth, and enterprise copilots, preserving first result, rank, source lineage, and missing fields.


A private workspace answer cannot be promoted unless it names the workspace, query, first result, underlying document or data source, timestamp, export path, and missing fields.


Preserves negative evidence where proprietary workspaces answer without source lineage, hide export fields, mix stale documents, or collapse manager profile fields into unverifiable summaries.


Targets named owners for database profiles, diligence packets, platform onboarding, knowledge-base taxonomy, and source-lineage controls because these people influence what decision makers see.


Asks SMEs whether the decision maker starts in Bloomberg, FactSet, AlphaSense, Aksia MAX, iCapital, CAIS, eVestment, Preqin, PitchBook, Aladdin, Microsoft 365 Copilot, Glean, Rovo, or internal SharePoint/Teams.


After workspace and hidden database rows are audited, tick 107 should move to historical motion verification unless source-lineage blockers dominate.


Hour 08 requires private workspace surface normalization before claim promotion.


The lane must capture gated database fields, export paths, and listability proof.


The canonical test asks which private database result appears first for the analyst.


Each workspace row must preserve source lineage, freshness, and missing fields.


First-result answers fail if rank, source lineage, and timestamp are absent.


Unknown profile owners and diligence owners become personnel expansion targets.


Opaque or stale workspace outputs tighten the lineage promotion gate.


SMEs validate whether the tested workspace is actually used by the decision maker.


Platform owners determine listability, field completeness, and retrieval packaging.


Tick 107 starts only after validation, ingestion, audit, export, score, and loop-state update.


Maps finance workspaces and hidden database surfaces into testable rows for quant hedge-fund AEO/GEO and outreach strategy.


Tracks traceable numbers, data lineage, event and filing paths, first result rank, timestamp, and export path.


Tracks analytics, transcript, filing, consensus, guidance, and factor exposure fields with provenance risk.


Tracks documents, transcripts, filings, broker research, expert calls, document dates, excerpts, and freshness deltas.


Tracks advisor prompt, retrieval surface, asset-manager packet, home-office fields, model-portfolio language, and source URL.


Tracks fund data fields, subscription workflow, DDQ fields, advisor education, portfolio fit, and reporting artifacts.


Tracks portal path, manager packet fields, ODD fields, risk reporting fields, client retrieval surface, and named research people.


Tracks manager profile, strategy, performance, terms, export path, record freshness, and CalPERS public search route linkage.


Tracks fund profile, manager profile, investor map, fundraising status, performance, terms, and people fields.


Tracks factor exposure, liquidity, stress, drawdown impact, portfolio context, and risk owner fields.


Tracks current memo, meeting notes, spreadsheets, decision logs, permissions, and canonical document titles.


Tracks canonical titles, tags, DDQ history, ODD notes, committee decisions, and Confluence or Jira context.


Bloomberg / ASKB needs terminal-specific lineage and export-path capture.


FactSet AI needs analytics and source-provenance capture.


AlphaSense needs document freshness and cited excerpt capture.


CAIS x Claude needs advisor prompt and platform-native field proof.


iCapital needs subscription, diligence, reporting, and advisor education fields.


Aksia needs manager packet, ODD, risk, retrieval, and named research-owner fields.


eVestment needs profile export fields, freshness, and public manager search linkage.


Preqin and PitchBook need investor-map and fundraising field capture.


Aladdin needs risk-output fields distinguished from shortlist evidence.


Microsoft 365 Copilot needs internal file, owner, permission, and freshness capture.


Glean and Rovo need taxonomy, stale-conflict, DDQ, ODD, and committee-decision capture.


Operationalizes the canonical question across internal corpus, research workspaces, consultant databases, private wealth platforms, enterprise copilots, SME validation, and negative evidence.


Names likely surfaces and blockers before live or SME testing.


Captures first answer, first document, document date, source lineage, export path, and freshness delta.


Captures database, first profile, strategy classification, performance, terms, people fields, export path, and freshness.


Captures advisor prompt, first result, model portfolio language, fund data, DDQ, reporting artifacts, and owner gap.


Captures first internal file, owner, canonical title, tags, freshness, permission path, and stale conflict.


Asks what system the target opens first, what they type, what appears first, and who controls that result.


Keeps failed workspace answers as remediation and source-backfill tasks.


Internal corpus baseline identifies candidate private surfaces and blockers.


Research workspace tests cover Bloomberg, FactSet, and AlphaSense.


Consultant and manager database tests cover Aksia, eVestment, Preqin, and PitchBook.


Private wealth platform tests cover CAIS and iCapital.


Enterprise copilot tests cover Microsoft 365 Copilot, Glean, and Rovo.


SME confirmation is required before inferred workspace behavior becomes an outreach claim.


Negative evidence prevents stale, opaque, or non-exportable results from being promoted.


Manager profile and platform diligence fields must be compared because consultant and advisor surfaces expose different route blockers.


Moves the loop from private workspace mapping into dated historical changes that can explain current pitch windows, replacement narratives, AEO/GEO topics, and SME validation scripts.


Requires event date, event type, before state, after state, actor, organization, source proof, influence path, pitch implication, and SME verification question.


Captures job changes and title changes because transitions create new priorities, stale relationship maps, and AEO/GEO who-moved-where topics.


Targets the weakest corpus axis: manager and competitor lifecycle events outside public-pension disclosure rows.


Normalizes public-pension monthly disclosures, board packets, and replacement signals into dated capital-motion rows.


Preserves firm-ownership and conflict events, including consultant mergers and OCIO/gatekeeper changes, as temporal influence signals rather than generic firm descriptions.


Asks SMEs whether the event created open capital, a replacement route, a title-owner change, a workflow change, or only background pattern evidence.


Historical motion remains pattern evidence unless a current intake, owner, search, review, replacement trigger, or SME-confirmed window exists.


After temporal rows are audited, tick 108 should expand named personnel around the highest-value historical motion gaps unless lifecycle blockers dominate.


Hour 09 requires a strict before/after schema before events are promoted.


Person/title changes are a direct target for temporal verification.


Fund closures, disbandments, PM moves, and strategy wind-downs are known weak coverage areas.


Manager hire, termination, and allocation-change rows preserve capital motion.


Consultant mergers, conflicts, and gatekeeper changes can alter influence routes.


Events without before/after proof or current-window evidence remain downgraded.


SMEs distinguish true hires or terminations from routine position changes.


SMEs validate whether a fund lifecycle event changed allocator behavior or competitor opportunity.


Title changes need current authority proof before being treated as active outreach triggers.


Tick 108 starts only after validation, ingestion, audit, export, score, and loop-state update.


Defines the fields needed to turn historical motion into SME-verifiable evidence and active-or-pattern classification.


Captures named people whose authority or influence changed over time.


Captures positive manager motion with source documents and amount or mandate fields.


Captures incumbent weakness and replacement opportunities with downgrade controls.


Captures before/after capital motion and avoids generic policy-only claims.


Targets competitor and fund lifecycle events where current corpus coverage is thin.


Captures gatekeeper route changes that alter shortlist or diligence workflow.


Preserves firm-ownership and conflict changes as influence-route evidence only when workflow impact is shown.


Title changes need dated before/after authority proof.


Manager hires need mandate, amount/share, date, and source-document fields.


Manager terminations need replacement/refill path or SME question.


Allocation changes require before/after capital motion.


Fund lifecycle events need investor, competitor, or allocator implication.


Gatekeeper changes need before/after owner or workflow path.


Merger/conflict rows need workflow or influence-path implications.


Terminations and watchlists can trigger allocation changes, refill decisions, or strategy sleeve redesigns.


Moves the loop from temporal motion verification into current named people, role owners, route owners, and SME targets that influence quant hedge-fund discovery and selection.


Uses current PageRank and transcendence outputs plus existing route actions to prioritize personnel around high-bridge influence nodes.


Expands research heads, ODD leads, alternatives consultants, marketable-investments committee owners, OCIO screen owners, and client retrieval owners.


Targets current-title proof for public pensions, sovereigns, endowments, foundations, insurance, hospitals, and corporate-pension/OCIO routes.


Targets named platform diligence owners, advisor workflow owners, home-office owners, event chairs, sponsor owners, and report owners where current owner proof is missing.


Targets profile owners, data-lineage owners, workspace admins, taxonomy owners, diligence owners, and document owners who control first-result visibility.


Converts temporal-motion rows into named people to verify what changed, who owned the before state, who owns the after state, and what workflow changed.


A person row can support active outreach only when current role, organization, route, and source status are present; otherwise it remains a role gap or SME target.


Defines decision-maker questions that require names, roles, routes, surfaces, evidence status, and missing owner fields rather than generic organization names.


After personnel rows are audited, tick 109 should run hour 11 audit/scoring/next-hour routing unless person-title blockers dominate.


Top bridge nodes indicate where additional people can most improve influence maps.


Consultant shortlist and ODD routes need named owner expansion.


Allocator rows need current title and authority proof.


Private wealth rows remain route hypotheses without named owners.


Hidden database and workspace visibility depends on profile, data, and taxonomy owners.


Historical motion needs before/after person ownership to become SME-verifiable.


Consultant person rows need current role and route status.


Allocator person rows need current authority proof.


Private wealth owner rows stay monitor-only until current owner or route proof exists.


AEO/GEO person questions should return names, roles, routes, and evidence status.


Tick 109 starts only after validation, ingestion, audit, export, score, and loop-state update.


Prioritizes route families by known people, missing owner roles, required evidence, AEO/GEO question, and next backfill action.


Expands known NEPC, Callan, Mercer, Cambridge, Aksia, Albourne, Wilshire, and Cerity/Verus people into current-title and workflow-owner proof gaps.


Expands board-packet named people into current asset-class, committee, disclosure, consultant-of-record, and board packet owner gaps.


Turns private wealth routes into named-owner or monitor-only rows.


Targets the people who control first-result visibility in hidden databases and workspaces.


Separates capital introduction, placement, and OCIO access because each route has a different proof burden.


Targets ATP, NBIM, UK LGPS pools, and sovereign route owners where current owner and sleeve proof are missing.


Converts temporal-motion events into named before/after owner rows.


Assigns ownership for answer-engine failures, citation policy, and corrective content assets.


Consultant shortlist and ODD owners are high-leverage hidden influencers.


Allocator current-title proof fixes stale relationship maps.


Private wealth route rows need named owners or monitor-only labels.


Hidden database first-result visibility depends on profile and taxonomy owners.


Capital introduction and placement people route allocator access before formal searches.


International amount and route cues need current owner proof.


Temporal-motion rows require before/after named owners.


AEO/GEO failures need accountable content and capture owners.


Closes the 12-hour cycle by confirming citation coverage, graph counts, scoring state, repeated blockers, and route priority for the next tick.


Current audit reports 100% citation coverage across 8590 nodes, 7710 edges, and 1617 allocation signals.


Graph scoring completed for 8590 nodes and 7710 edges, with 2940 communities and 32 stale nodes.


Top rows prioritize NYC BAM passive indexing, CalPERS/eVestment, iCapital diligence, MassPRIM PCS, GPIF registration, and PIF Managers Gate.


Repeated blockers are current owner proof, manager-database export fields, ODD veto ownership, private-wealth platform diligence metadata, workspace source lineage, and before/after historical owners.


The next cycle should attack open pitch windows first, using the new personnel and workspace gates to harden NYC BAM, CalPERS/eVestment, iCapital, MassPRIM, GPIF, and PIF rows.


Tick 108 corrected stale top-level loop-state values; tick 109 preserves the audited-count rule for subsequent commits.


The tick can commit only after JSON validation, source and signal ingestion, 100% citation audit, refreshed calendar, scoring, count check, and scoped staged diff.


Citation audit is the first commit gate.


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


Actionable signal ranking drives the next hour's route.


Top actionable rows are open pitch windows and current intake rows.


Next open-pitch-window work should include current owner, source-lineage, and platform-field proof.


Loop state must use audited counts before commit.


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


The tick cannot commit until graph scoring completes.


Routes the next cycle to open pitch windows and current intake rows, using actionable ranking and repeated blockers.


Requires notice page, attachments, addenda, submission method, question deadline, consultant database requirements, award path, replacement-cycle proof, and owner route.


Requires eVestment completeness, manager AUM, strategy AUM, GIPS status, direct proposal fallback, asset-class owner, and consultant database proof.


Requires fund data, subscription, DDQ, advisor education, portfolio-fit, reporting artifacts, and diligence metadata owner proof.


Requires proof whether the PCS lane is manager-facing, consultant-facing, or internal-only.


Requires official registration path, eligibility, track record, quantitative risk, ESG, liquidity, operational controls, and SME classification.


Requires portal path, mandate-specific packet, monthly quantitative data, implementation capacity, operational controls, MENA relevance, and SME classification.


Requires current RFP route per plan, Callan/RFPnetworks path, board agenda monitor, consultant owner, strategy taxonomy, and replacement proof.


NYC BAM is the highest-ranked live search row.


CalPERS combines standing intake with high bridge-node importance.


iCapital is a high-ranked platform listability row.


MassPRIM PCS can create transparent managed-account onboarding.


GPIF manager registration is a standing official intake row.


PIF Managers Gate is a public external-manager portal.


Chicago public-pension RFPs form a consultant-routed cluster.


Starts the next 12-hour cycle on the highest-ranked open intake targets from tick 109: NYC BAM, CalPERS/eVestment, iCapital, MassPRIM PCS, GPIF, PIF Managers Gate, and Chicago public-pension RFP cluster.


For each route, preserves official page, deadline or standing-intake status, submission path, packet fields, owner route, blocker, and SME question.


Needs notice page, attachments, addenda, submission method, question deadline, consultant database requirements, award path, replacement-cycle proof, and named owner route.


Needs eVestment profile completeness, manager AUM, strategy AUM, GIPS status, direct proposal fallback, asset-class owner, and consultant database proof.


Needs fund data fields, subscription workflow, DDQ fields, advisor education, portfolio fit, reporting artifacts, and platform diligence metadata owner.


Needs platform selection proof, manager-facing route, consultant-facing route, internal-only status, risk/transparency appendix, and route owner.


Needs official portal path, eligibility, mandate-specific quantitative data, implementation capacity, ESG or local relevance, operational controls, and SME classification of route status.


Needs current RFP route per plan, Callan/RFPnetworks path, board agenda monitors, consultant owner, strategy taxonomy, replacement proof, and submission packet.


After open pitch window rows are audited, tick 111 should move to hour 01 funding and rebalance cycles, carrying unresolved owner and packet blockers forward.


All current-intake rows need a normalized packet field set.


NYC BAM is the highest-ranked deadline-driven pitch window.


CalPERS combines standing manager intake with a high-bridge allocator node.


iCapital and private wealth diligence are live platform-onboarding paths.


MassPRIM PCS can create transparent managed-account onboarding.


GPIF and PIF are official public registration paths.


Chicago RFP rows need route-specific proof before they become one sales motion.


NYC BAM cannot be promoted without exact attachments, addenda, and owner route.


CalPERS cannot be promoted without current profile/export fields and owner route.


Tick 111 starts only after validation, ingestion, audit, export, score, and loop-state update.


Turns tick 109 route rows into packet fields, AEO/GEO test questions, promotion gates, and next actions.


Requires exact notice, attachments, addenda, submission method, question deadline, consultant database requirements, award path, replacement proof, and owner route.


Requires eVestment profile, AUM fields, GIPS status, direct proposal fallback, asset-class owner, and consultant database proof.


Requires fund data, subscription, DDQ, advisor education, portfolio fit, reporting, and metadata owner.


Requires proof whether PCS is manager-facing, consultant-facing, or internal-only.


Requires official registration path, eligibility, track record, risk metrics, ESG, liquidity, controls, and SME question.


Requires portal route, mandate-specific packet, monthly quantitative data, implementation capacity, controls, MENA relevance, and SME question.


Requires plan-level route, consultant owner, board monitor, strategy taxonomy, replacement proof, and submission packet.


NYC BAM is deadline-driven and needs exact attachment capture.


CalPERS needs standing-intake profile and owner proof.


iCapital needs exact platform diligence fields.


PCS needs route-status proof before manager-pitch claims.


GPIF needs registration-ready official packet fields.


PIF needs portal-ready quantitative and local relevance fields.


Chicago cluster needs plan-level route separation.


Converts open intake and pitch-window rows into dated funding, rebalance, replacement, or platform-onboarding motion that a quant hedge-fund marketer can act on.


Requires cycle_date, allocation_change, strategy_bucket, decision_owner, source_document, blocker, and SME verification question before promotion.


Carries CalPERS total-portfolio framework, 75% equity reference, PE expansion, eVestment manager opportunities, and direct-proposal classification blockers.


Uses the 2026-07-15 passive indexing manager search as a hard current-cycle signal driven by expiring contracts and pension-board approval paths.


Carries PCS target-range, manager-count, and managed-account platform RFP blockers into the funding-cycle matrix.


Classifies monthly disclosure rows, manager hires, terminations, placement-agent fields, and emerging-manager graduation as recurring motion evidence.


Preserves TRS Illinois, TRS Texas, UTIMCO, and KCERA board-packet and pacing-plan gaps where target changes or allocations must be tied to official votes.


Carries GPIF manager registration and PIF Managers Gate into the capital-motion frame while keeping NBIM, GIC, CPPIB, OMERS, ATP, Mubadala, ADIA, and QIA as owner/sleeve proof gaps.


Tick 112 should attack explicit watchlist, termination, contract expiry, underperformance, fee pressure, sleeve redesign, and incumbent-review evidence.


Hour 01 is active and requires dated capital-motion proof before allocator routes are promoted.


The funding-cycle question must return cycle date, allocation change, strategy bucket, decision owner, source document, and blocker.


CalPERS has board-level target and framework motion, but promotion still needs the current staff or consultant owner translating it into external-manager searches.


NYC BAM 2026-07-15 passive-indexing deadline is a near-term replacement-cycle signal tied to expiring contracts.


MassPRIM PCS and managed-account platform evidence point to onboarding infrastructure, while manager-facing route proof remains unresolved.


NYSCRF monthly disclosures can expose hires, terminations, amounts, placement-agent status, and emerging-manager graduation before annual summaries normalize the motion.


TRS and KCERA routes need official board, agenda, minute, or pacing-plan proof that ties target changes and allocations to an investable cycle.


Tick 112 should convert contract-expiry and funding-cycle evidence into low-performer, incumbent-review, and replacement-motion rows.


Tracks CalPERS dated target/framework motion and unresolved manager-opportunity owner/route proof.


Treats the July 15 passive-indexing search as the clearest near-term official deadline.


Links PCS target evidence to managed-account platform selection and manager-facing route blockers.


Uses monthly disclosure and emerging-manager graduation as recurring source families for temporal motion signals.


Keeps TRS, UTIMCO, and KCERA routes source-needed until packet, vote, or pacing lines are extracted.


Classifies GPIF registration as a pre-RFP route until funding cycle, owner, and sleeve amount are proven.


Keeps PIF Managers Gate route status unresolved until official classification and owner proof are found.


Separates advisor-platform listability from allocator funding cycles while preserving AEO/GEO actionability.


CalPERS has dated allocation motion, but quant-manager pitchability remains blocked on current owner and route sufficiency.


NYC BAM July 15 is the clearest current hard-deadline row and should be packetized before the deadline.


MassPRIM PCS and managed-account platform work are capital-motion-adjacent but require manager-facing proof before promotion.


NYSCRF monthly disclosures are a repeatable temporal source for manager changes and historical allocation-motion verification.


TRS and KCERA remain high-value but source-needed until board packets or pacing documents prove specific allocations, votes, or target changes.


GPIF registration is actionable as a first-touch route but should not be represented as a live mandate without sleeve or mandate proof.


PIF Managers Gate remains a useful AEO/GEO and route target, but portal classification is unresolved.


iCapital and similar private-wealth platforms should be tracked for listability and answer-engine visibility, not counted as allocator funding motion.


Routes post-funding-cycle rows into watchlist, termination, contract-expiry, underperformance, fee-pressure, and sleeve-redesign proof.


Requires incumbent, weakness signal, replacement trigger, consultant or board owner, source document, proof state, and SME question.


Keeps rows monitor-only until official board, annual-report, monthly disclosure, procurement, contract-expiry, or manager-review evidence is captured.


Carries the July 15 passive-indexing search as the strongest current replacement row because the contract-expiry cycle is explicit.


Keeps SURS as a high-signal but source-needed row until sleeve-specific official proof shows refill, redesign, or closure.


Keeps Orchard as a liquid-credit replacement candidate until VRS official records show termination date, reason, transition, or replacement path.


Uses NYSCRF monthly disclosures to classify hires, terminations, amendments, follow-ons, placement-agent fields, and amounts.


Tracks Marquette, NEPC, Callan, Mercer, Cambridge, Aksia, CalPERS, KCERA, TRS, and UTIMCO agenda surfaces for manager-review language.


Tests whether public engines answer vulnerable-incumbent questions with source-backed incumbent, trigger, owner, and verification fields.


After audit, hour 03 should convert replacement blockers into consultant DDQ, ODD, database, and client-retrieval field rows.


Replacement opportunities often appear as terminations, watchlists, contract expiry, fee pressure, or sleeve redesign before formal RFPs.


Underperformance is actionable only when tied to review, watchlist, contract, fee, risk, or sleeve trigger.


Official proof separates real changeout from generic weak-manager commentary.


Hard deadlines with expiring contracts outrank monitor-only termination rows.


Long-vol termination can open crisis-alpha demand only if the sleeve is refilled or redesigned.


Liquid-credit exits can open relative-value or systematic fixed-income replacement demand if capital remains in play.


Monthly tapes can surface replacement motion earlier than public searches.


Consultant agenda language is often the hidden first-screen before a public RFP.


Answer engines fail if they give generic underperformance without source-backed trigger and owner.


Replacement blockers should become DDQ, ODD, manager-database, and client-retrieval tasks.


Incumbent: 2017 passive indexing manager contracts. Trigger: official solicitation deadline and replacement of expiring contracts. Proof state: promote as pitch-now deadline after packet fields are captured.


Incumbent: terminated long-volatility or risk-mitigation manager. Trigger: potential refill, redesign, or closure of risk-mitigation sleeve. Proof state: monitor; source-needed before promotion.


Incumbent: Orchard Liquid Credit. Trigger: potential replacement slot for relative-value, liquid credit, or systematic fixed-income exposure. Proof state: monitor; promote only with VRS official record naming termination and replacement or transition path.


Incumbent: row-level incumbent managers in monthly disclosure. Trigger: monthly transaction row showing manager change or capital shift. Proof state: active source family; needs row-level extraction before pitch label.


Incumbent: consultant or roster relationship nearing expiry or renewal. Trigger: replacement, extension, reissue, or direct-proposal route around manager-opportunity page. Proof state: monitor; needs current route and owner proof.


Incumbent: existing managers or consultant-reviewed sleeve. Trigger: board agenda, minute, target change, or RFP page changing to open procurement. Proof state: monitor; promote when board materials show manager review or RFP opens.


Incumbent: manager or allocation line in board book. Trigger: board-book action, vote, summary, recording, or audio item naming allocation change. Proof state: source-needed until line-item extraction.


Incumbent: client incumbent or consultant-covered manager. Trigger: client agenda, manager database update, research note, or ODD workflow that changes shortlist inclusion. Proof state: open; needs workflow-specific field evidence.


Incumbent: answer-engine named vulnerable incumbent. Trigger: source-backed answer names incumbent, weakness, trigger, owner, and verification question. Proof state: open test row.


Incumbent: platform-listed or advisor-visible alternative manager. Trigger: platform diligence or model-portfolio review creates a replacement narrative even without allocator funding proof. Proof state: proxy only; not allocator capital motion.


Owner/gap: NYC Comptroller, NYC BAM, pension boards; attachments and consultant database fields still need packetization


Owner/gap: SURS board packet, annual report, manager-decision record; public-pension risk-allocation SME


Owner/gap: VRS board packet, annual report, disclosure archive; public-pension credit SME


Owner/gap: NYSCRF investment staff, disclosure owner, emerging-manager program partner


Owner/gap: CalPERS board, investment staff, consultant owner, eVestment/direct proposal route


Owner/gap: KCERA board, RFP page owner, public-pension procurement SME


Owner/gap: TRS/UTIMCO board packet owner, CIO, investment committee, meeting-resource archive


Owner/gap: Marquette, NEPC, Callan, Mercer, Cambridge, Aksia research and ODD owners


Owner/gap: ChatGPT Search, Google AI Overviews, Claude, Perplexity, Bloomberg ASKB, FactSet, AlphaSense


Owner/gap: iCapital and private-wealth platform diligence, fund-data, subscription, and advisor-retrieval owners


Transforms replacement blockers into consultant manager-database fields, DDQ, ODD, risk reporting, and client-retrieval proof.


Requires consultant, workflow surface, manager packet fields, ODD fields, risk reporting fields, client retrieval surface, named owner, and proof gap.


Splits manager portal from MAX/client retrieval and maps hedge fund research, ODD, risk reporting, and data-room owners.


Maps Chicago-area RFP rows to Callan alternatives consulting, manager evaluation, client plan, mandate, deadline, board packet, and search status.


Splits Marquette research login, manager login, public client agenda, consultant people, and mandate keywords.


Maps NEPC alternatives team, manager research contacts, marketable investments, OCIO clients, search examples, and insights/RFP URLs.


Keeps Mercer and Albourne as high-value workflow gaps until alternatives research, manager database, QDD/ODD, CPC/regional research, and source URLs are extracted.


Normalizes fund-data fields, subscription workflow, DDQ/ODD, advisor education, portfolio fit, reporting artifacts, model portfolio, and advisor prompt surfaces.


Tests whether answer engines distinguish manager portal, client retrieval, ODD fields, platform listability, and advisor workflow fields.


After audit, routes hour 04 to named family-office, private-wealth platform, event, sponsor, and webinar owner expansion.


Consultant and ODD workflow surfaces are hidden shortlist controls that need exact field evidence.


Generic consultant pages do not prove the field that affects shortlist inclusion.


Aksia must be modeled as hedge-fund screening plus ODD, not generic consulting.


Callan/RFP networks can create route visibility only after buyer and mandate are separated.


Research and manager-login surfaces imply different AEO/GEO content and outreach packets.


People coverage is useful only when tied to manager-research and OCIO workflow surfaces.


High-priority consultants remain weak if only brand and people nodes exist without workflow fields.


Advisor platform search has different fields than institutional RFP search.


AEO/GEO success requires field-specific workflow answers with source caveats.


Consultant workflow outputs should feed named owner expansion in hour 04.


Fields: portal_path, manager_packet_fields, DDQ, ODD, risk_reporting_fields, data-room index, drawdown profile, transparency evidence. Owners: Brian Goldberg, Oliver Newton, Daniel Burdett, Rebecca Heun, Ryan Teal, David Sheng. Blocker: Need current official field labels and portal/source proof.


Fields: consultant_people, client_plan, mandate, rfp_network, deadline, board_packet, search_status. Owners: Pete Keliuotis, Greg Allen, Ivan Butch Cliff. Blocker: Need plan-level buyer and RFP network proof.


Fields: manager_login, research_login, public_client_agenda, consultant_people, mandate_keywords. Owners: Marquette consultant people still thin in corpus. Blocker: Need named people and public-client mapping.


Fields: alternatives_team, manager_research_contacts, search_examples, ocio_clients, rfp_or_insights_urls. Owners: Sarah Samuels, William Forde, Sebastian Grzejka, Dulari Pancholi. Blocker: Need current search examples and RFP/insights URLs tied to alternatives.


Fields: investment_research_people, alternative_research_process, manager_database, client_segments, source_url. Owners: Raelan Lambert, Rich Nuzum, Joanne Holden gap. Blocker: Thinnest high-priority consultant row; needs workflow source.


Fields: hedge_fund_research_people, client_segments, manager_database, odd_fields, qdd_fields, source_url. Owners: John Claisse, Gaurav Amin, Christina Stavrinides, Andrew McCulloch, Debra Ng. Blocker: Need official field labels and source URL for QDD/ODD workflow.


Fields: fund_data_fields, subscription_workflow, ddq_fields, advisor_education, portfolio_fit, reporting_artifacts, all-in economics. Owners: platform diligence, fund-data, subscription, advisor retrieval owners. Blocker: Need platform field labels and exportability proof.


Fields: advisor_prompt, retrieval_surface, asset_manager_packet, home_office_fields, model_portfolio_language, source_url. Owners: asset-manager, advisor, home-office, member-login surface owners. Blocker: Need surface-specific prompt capture.


Fields: model_portfolio, advisor_research, home_office_workflow, product_screen, source_url. Owners: advisor research and model portfolio decision owners unresolved. Blocker: Need source-backed model-portfolio workflow fields.


Fields: consultant-database fields, ODD/risk sections, manager portal, client retrieval surface, proof gaps. Owners: answer-engine surface owners and source policy owners. Blocker: Need test capture ledger row for each surface.


AEO query: Aksia hedge fund ODD packet fields. Blocker: Need current official field labels and portal/source proof.


AEO query: Callan alternatives search manager packet. Blocker: Need plan-level buyer and RFP network proof.


AEO query: Marquette manager portal replacement review agenda. Blocker: Need named people and public-client mapping.


AEO query: NEPC manager research fields for quant hedge fund. Blocker: Need current search examples and RFP/insights URLs tied to alternatives.


AEO query: Mercer alternatives manager search workflow proof. Blocker: Thinnest high-priority consultant row; needs workflow source.


AEO query: Albourne ODD QDD hedge fund manager database fields. Blocker: Need official field labels and source URL for QDD/ODD workflow.


AEO query: iCapital hedge fund due diligence fields advisor. Blocker: Need platform field labels and exportability proof.


AEO query: CAIS Claude liquid alternatives advisor prompt quant hedge fund. Blocker: Need surface-specific prompt capture.


AEO query: private wealth platform liquid alternatives model portfolio fit. Blocker: Need source-backed model-portfolio workflow fields.


AEO query: consultant database fields for quant hedge fund manager. Blocker: Need test capture ledger row for each surface.


Expands consultant/platform workflow rows into family-office CIOs, platform owners, event chairs, sponsor owners, webinar owners, advisor retrieval owners, and source-quality gates.


Requires route, named owner or role, platform/event surface, owner type, current proof, source URL/path, packet delta, blocker, and SME question.


Maps advisor prompts, retrieval surfaces, asset-manager packet, home-office fields, subscription workflow, DDQ, fund-data, and platform listability owners.


Keeps J.P. Morgan Private Bank monitor-only until owned report/event proof appears; maps UBS report timing, family-office allocation language, UHNW segment, and advisor route.


Maps Morningstar model portfolio, advisor research, product screen, Morgan Stanley/BlackRock SMA advisor portal, due diligence packet, and model approval workflow.


Normalizes member firm, event, speaker, sponsor, audience type, newsletter link, and webinar link for searchable family-office outreach.


Extracts delegate registration, sponsor prospectus, speaker page, attendee qualification, event date, and allocator theme from Campden routes.


Maps Asian Private Banker and Hubbis event date, city, speaker, sponsor, wealth firm, topic, registration path, selection category, and speaking/sponsor route.


Keeps CAPTRUST, Pathstone, and Envestnet as high-value source gaps until manager intake, fiduciary research, private-client portal, model marketplace, product shelf, and source URLs are captured.


After audit, routes hour 05 to external-manager heads, pool CIOs, sovereign route owners, public-plan asset-class heads, first-party intake, sleeve amounts, and procurement pages.


Private-wealth actionability depends on route owners and workflow surfaces, not just platform brand names.


Named-owner proof separates a real private-wealth route from broad demand commentary.


Advisor retrieval and listability require platform-specific metadata owners.


Private-bank demand is useful only when tied to an owned research/event surface or advisor workflow.


RIA model and SMA routes need model approval fields and advisor portal proof.


MFO networks become searchable only after member, event, speaker, and sponsor surfaces are separated.


Campden access is gated by qualification and sponsor/speaker routes.


APAC private-wealth routes depend on event-specific sponsor and speaker metadata.


High-value RIA and FO platform rows should remain source gaps until workflow proof is found.


Private-wealth owner expansion should feed international first-party proof and route-owner comparison next.


Required fields: advisor_prompt, retrieval_surface, asset_manager_packet, home_office_fields, model_portfolio_language, source_url. Owner gap: asset-manager owner, advisor surface owner, home-office owner, member-login owner. Packet delta: source-backed advisor one-pager, model-portfolio fit, liquidity/fee explainer


Required fields: fund_data_fields, subscription_workflow, ddq_fields, advisor_education, portfolio_fit, reporting_artifacts. Owner gap: diligence owner, fund-data owner, subscription owner, advisor retrieval owner. Packet delta: platform-compatible fund data, DDQ, subscription, reporting, advisor education


Required fields: research_page, family_office_report, advisor_workflow, alternatives_language, event_or_speaker, source_url. Owner gap: private-bank research owner or event owner unresolved. Packet delta: private-bank/family-office pitch pack with source-quality guardrails


Required fields: report_date, family_office_allocation, advisor_route, uhnw_segment, ai_or_liquid_alts_language, source_url. Owner gap: report publisher, UHNW segment owner, advisor-route owner. Packet delta: UBS GFO allocator education pack and report-driven outreach questions


Required fields: model_portfolio, advisor_research, home_office_workflow, product_screen, source_url. Owner gap: model-portfolio owner, advisor research owner, product-screen owner. Packet delta: RIA model-portfolio workflow and product-screening AEO pack


Required fields: advisor_portal, sma_product, due_diligence_packet, model_approval_workflow, source_url. Owner gap: advisor portal owner, SMA product owner, due-diligence owner. Packet delta: advisor-sold alternatives and SMA distribution route


Required fields: member_firm, event, speaker, sponsor, audience_type, newsletter_link, webinar_link. Owner gap: member firm owner, event owner, speaker/sponsor/webinar owner. Packet delta: MFO channel map and webinar follow-up packet


Required fields: event, family_office_people, sponsor, allocator_theme, delegate_registration, attendee_qualification, source_url. Owner gap: event chair, sponsor owner, speaker owner, qualification gate owner. Packet delta: family-office CIO route and sponsor/speaker targeting list


Required fields: event_date, city, speaker, private_bank, family_office, sponsor, topic, registration_path, selection_category. Owner gap: speaker owner, sponsor owner, registration owner, private-bank audience owner. Packet delta: APAC private-bank event and awards intelligence pack


Required fields: ocio_manager_intake, fiduciary_research, private_client_portal, model_marketplace, home_office_research, product_shelf, source_url. Owner gap: OCIO manager-intake owner, family-office research owner, model-marketplace owner. Packet delta: source-gap queue for hidden-gatekeeper workflow proof


Owner/role gap: asset-manager owner, advisor surface owner, home-office owner, member-login owner


Owner/role gap: diligence owner, fund-data owner, subscription owner, advisor retrieval owner


Owner/role gap: private-bank research owner or event owner unresolved


Owner/role gap: report publisher, UHNW segment owner, advisor-route owner


Owner/role gap: model-portfolio owner, advisor research owner, product-screen owner


Owner/role gap: advisor portal owner, SMA product owner, due-diligence owner


Owner/role gap: member firm owner, event owner, speaker/sponsor/webinar owner


Owner/role gap: event chair, sponsor owner, speaker owner, qualification gate owner


Owner/role gap: speaker owner, sponsor owner, registration owner, private-bank audience owner


Owner/role gap: OCIO manager-intake owner, family-office research owner, model-marketplace owner


Converts sovereign, non-US public pension, superannuation, and international pool route rows into owner, intake, sleeve, amount, and strategy-bucket proof queues.


Requires allocator, owner or title, first-party intake, sleeve or strategy bucket, amount or gap, pitch status, source path, blocker, and SME question.


Treats GPIF alternative-assets manager registration and PIF Managers Gate as strongest current official intake gates, while preserving owner/sleeve classification blockers.


Tracks active route-level cases where governance, derivatives, ALM, external mandates, or CIO transition creates fit but owner/sleeve proof still needs first-party hardening.


Backfills NBIM external-manager owner, ATP owner/sleeve, and UK LGPS pool-by-pool current owner, amount, and intake surfaces without collapsing pools.


Keeps GIC, CPPIB, and OMERS separate, requiring first-party leadership, external-manager, liquidity, or portfolio-construction proof before promotion.


Separates financial alternatives, strategic partnership, balance-sheet, and source-gap sovereign routes for ADIA, QIA, and Mubadala.


Tests whether answer engines cite official owner/title, intake route, sleeve, and amount without hallucinating sovereign owners.


Asks sovereign, public-pension, and allocator SMEs whether public routes reach actual owners and whether strategy sleeves can accept quant hedge-fund material.


After audit, routes hour 06 to competitor fund and strategy allocation unless first-party international proof blockers dominate.


Owner/role: CIO-level investment decision stack plus alternative-assets registration system owner. Intake: alternative-assets manager-registration page. Gap: registration surface known; sleeve amount and current owner/title need fresh first-party extraction


Owner/role: Managers Gate and international/MENA leadership stack. Intake: Managers Gate. Gap: route is live but sleeve amount and owner mapping need proof


Owner/role: capital-markets, derivatives, absolute-return, board and asset-liability route owners. Intake: capital-markets and board/ALM public route. Gap: current sleeve amount and owner/title need proof


Owner/role: external-manager owner and strategy-sleeve owner. Intake: external-manager materials or first-party investment disclosures. Gap: current external-manager owner and strategy sleeve size need first-party proof


Owner/role: Group CIO / Group Executive Committee and external-managers stack. Intake: first-party leadership and investment disclosure surfaces. Gap: leadership and committee records need source separation from allocator node


Owner/role: external portfolio management and portfolio-construction owners. Intake: first-party annual report and investment-team surfaces. Gap: alias normalized but current sleeve and owner proof remain thin


Owner/role: liquidity, external-manager, and portfolio-construction owners. Intake: annual report and board/committee surfaces. Gap: needs annual-report row for liquidity or external-manager sleeves


Owner/role: Danish pension external-manager and CIO route owners. Intake: official investment, annual-report, or manager-facing route. Gap: current owner/title and sleeve fields need first-party proof


Owner/role: Investment Committee and financial alternatives owners. Intake: official investment committee and financial alternatives disclosure. Gap: current manager-facing intake and owner proof need extraction


Owner/role: QIA sovereign leadership and Mubadala balance-sheet/partnership route owners. Intake: first-party leadership, investment, partnership, and annual disclosure surfaces. Gap: needs current owner, sleeve, and intake proof before promotion


International rows become pitchable only when route-level signal is tied to official owner, sleeve, intake, or amount proof.


Generic sovereign pages are insufficient for pitch-now status.


GPIF and PIF are strongest because they expose registration or Managers Gate surfaces.


Active route-level evidence still needs owner/sleeve proof before outreach claims.


European route rows often have AUM or governance language before owner/sleeve proof.


Alias and route normalization does not prove the current owner or sleeve.


Middle East sovereign route language can describe partnership or governance rather than manager-facing intake.


Sovereign route answers are high-risk for invented owners and sleeves.


SME checks identify stale owners and relationship-only routes quickly.


International proof outputs should feed competitor-allocation and strategy-sleeve sizing next.


First-party intake: alternative-assets manager-registration page


First-party intake: capital-markets and board/ALM public route


First-party intake: external-manager materials or first-party investment disclosures


First-party intake: first-party leadership and investment disclosure surfaces


First-party intake: first-party annual report and investment-team surfaces


First-party intake: annual report and board/committee surfaces


First-party intake: official investment, annual-report, or manager-facing route


First-party intake: official investment committee and financial alternatives disclosure


First-party intake: first-party leadership, investment, partnership, and annual disclosure surfaces


Converts prior competitor allocation rows into current proof-gated rows for quant hedge-fund actionability, AEO/GEO retrieval, and SME validation.


Requires amount, share, target percentage, or labeled estimate and preserves denominator, source date, and comparability risk.


Separates bank QIS, independent quant/systematic, platform multi-strategy, long-short equity, systematic macro/CTA, relative-value/credit, managed accounts/liquid alts, and private-market liquidity substitutes.


Uses the Murdock Trust Goldman Sachs QIS example as a specific proof row while keeping bank-wide QIS mandate size gaps open.


Uses Harvard hedge-fund and multi-strategy sleeve examples while avoiding direct comparison between whole hedge-fund allocation and platform sleeve without denominator clarity.


Uses PGGM systematic mandate examples while preserving the long-only versus hedge-fund-like systematic comparability blocker.


Uses CalSTRS risk-mitigating strategy bucket as a directional strategy amount and keeps macro/CTA split as an official-source gap.


Separates platform procurement from strategy allocation for MassPRIM, CDPQ/Innocap, CAIS, iCapital, and SMA wrapper routes.


Tests public answer engines and internal retrieval for exact versus directional amount handling, peer taxonomy, and comparability warnings.


Asks whether capital moved to another hedge fund, QIS, passive exposure, internal overlay, managed account, or sleeve redesign.


After competitor allocation hardening, route to AEO/GEO public answer engines while carrying exact/directional allocation blockers.


Increased hedge fund target allocation; pionline.com 2026-06-16


Survey on smaller DC sponsors private markets; pionline.com 2026-06-11


Proposed safe harbor for alts in DC plans, 42000 comments; pionline.com 2026-05-21


Building AI tools for investment teams; AI alpha generation race; pionline.com 2026-05-14


Building AI tools; staff expanded by hundreds, AUM grew 3rd year; pionline.com 2026-05-14 and 2026-04-06


Put AI at center of operations, senior executives driving adoption; pionline.com 2026-05-14


Executives weigh in on AI skills for hedge fund quants; pionline.com 2026-05-14


AUM and staff grew 3rd consecutive year; pionline.com 2026-04-06


Compensation consulting firm, quarterly Wall Street bonuses report; pionline.com 2026-05-07


CIO discussed pulling back from PE; pionline.com 2026-06


Expanding ETF share class strategy, folding $100B standalone ETFs into mutual funds; pionline.com 2026-06


EM credit bet delivered 53%, warns on 60/40 fragility; pionline.com 2026-06


Synapticure; Milken Global Conference 2025 speaker


ACWA Power Board of Directors; Milken Global Conference 2025


A-Series Management and Investments; Milken Global Conference 2025


Pershing Square Capital Management; Milken Global Conference 2025


Activist hedge fund led by Bill Ackman; Milken 2025


US Department of the Treasury; Milken Global Conference 2025


Ailman Advisers, former CalSTRS CIO; Milken Global Conference 2025


JP Morgan Chase & Co.; Milken Global Conference 2025


Mubadala Investment Company; Milken Global Conference 2025


UAE sovereign wealth fund; Milken Global Conference 2025


QIA Advisory USA (Qatar Investment Authority); Milken Global Conference 2025


Qatar Investment Authority US arm; Milken 2025


Kingdom of Saudi Arabia; Milken Global Conference 2025


McKnight Foundation; Milken Global Conference 2025


Patria Investments; Milken Global Conference 2025


LatAm-focused alternative asset manager; Milken 2025


Dallas Employees Retirement Fund; Milken Global Conference 2025


KKR Private Equity Conglomerate LLC; Milken Global Conference 2025


Global Private Capital Association; Milken Global Conference 2025


EM PE/VC industry association; Milken 2025


Gryphon Investors; Milken Global Conference 2025


Future Fund Australia; Milken Global Conference 2025


Australia sovereign wealth fund A$335B; Milken 2025


Centerbridge Partners; Milken Global Conference 2025


Ares Management; Milken Global Conference 2025


Crescent Capital Group; Milwaukee Brewers principal; Milken 2025


Credit-focused alts manager; Milken 2025


Ministry of Investment Saudi Arabia; Milken 2025


Phoenix Group; Milken Global Conference 2025


UK life insurance group asset management; Milken 2025


UCLA Investment Company; Milken Global Conference 2025


Teacher Retirement System of Texas; Milken Global Conference 2025


Farmers Insurance; Milken Global Conference 2025


Insurance company investment portfolio; Milken 2025


Coinbase Asset Management; Milken Global Conference 2025


Crypto-focused asset manager; Milken 2025


Northwestern Mutual; Milken Global Conference 2025


Life insurance general account; Milken 2025


Capricorn Investment Group LLC; Milken Global Conference 2025


Mission-driven alternative manager; Milken 2025


US Department of the Treasury; Milken Global Conference 2025


I Squared Capital; Milken Global Conference 2025


Principal Asset Management; Milken Global Conference 2025


TowerBrook Capital Partners; Milken Global Conference 2025


Eldridge Industries; Milken Global Conference 2025


Pluribus Ventures; Milken Global Conference 2025


CAIA Association; Milken Global Conference 2025


Chartered Alternative Investment Analyst association; Milken 2025


Breyer Capital; Milken Global Conference 2025


Strategic Value Partners; Milken Global Conference 2025


Alts platform for wealth advisors; Milken 2025


Western Asset Management Company; Milken Global Conference 2025


Ewing Marion Kauffman Foundation; Milken Global Conference 2025


28th Annual Milken Institute Global Conference, May 4-7 2025, Beverly Hilton LA, theme Toward a Flourishing Future; 300+ speakers


Chief Investment Officer (Private Markets)


Executive Director, Investments & Deputy Managing Director


Director, Chairman of Executive Committee


Director, Chairman of Nomination & Remuneration Committee


Director, Chairman of Audit & Risk Committee


Turns the hour 07 AEO/GEO lane into a current run queue covering public answer engines, platform-native surfaces, finance workspaces, and negative evidence.


Tests pitch-now, replacement, consultant, private wealth, international proof, and competitor allocation questions with source and amount-class checks.


Captures AI Overview text, linked sources, screenshots, freshness, and whether public summaries distinguish pitchable rows from historical or monitor-only rows.


Tests ODD, consultant workflow, official proof synthesis, and competitor allocation prompts for citation drift and unsupported synthesis.


Captures citation list, primary-source ratio, source novelty, and whether competitor allocation claims avoid citation loops.


Tests full allocator landscape, historical motion, competitor allocation, source-family gaps, and source-limitation preservation.


Tracks advisor prompt, retrieved fields, missing fields, platform approval route, home-office fields, and platform-native behavior.


Creates the handoff from public AEO/GEO to finance workspaces and hidden databases with lineage requirements.


Requires run id, run date, surface mode, persona, query, raw answer, screenshot/transcript, citations, primary-source ratio, missing fields, wrong claims, and next action.


Turns stale, uncited, generic, unsupported, or hallucinated owner/amount/title answers into source-backed rebuttal and retest tasks.


After AEO/GEO rows are audited, route to finance workspaces and hidden databases with capture-ledger fields and exact/directional amount warnings carried forward.


https://www.ipe.com/news/abp-appoints-new-cio-after-long-search/10134465.article | Appointed January 1, 2026; Executive Board Member; previously head of sustainability and climate innovation at PSP Investments (Canada); former CIO of United Nations Joint Staff Pension Fund (2016-2021)


https://assetmanagement.apg.nl/our-leadership/ | Manages €601bn AUM; serves largest Dutch pension fund ABP and seven other industry pension funds


https://assetmanagement.apg.nl/our-leadership/ | Formerly served as interim CIO of ABP (2023-2024); now CFO at APG


https://assetmanagement.apg.nl/our-leadership/ | Manages public equities and fixed income for €601bn AUM


https://assetmanagement.apg.nl/our-leadership/ | Manages private markets including €28bn in PE/VC for ABP


https://assetmanagement.apg.nl/our-leadership/ | Risk management for €601bn fund


https://assetmanagement.apg.nl/our-leadership/ | Supervisory oversight of APG management


Web search results | Joined PFA from ATP in 2019; manages €111bn Danish pension fund; PFA became Denmark's largest pension fund in September 2025


Web search results | Manages €96.2bn Danish pension fund; ATP was previously the largest pension fund in Denmark


https://wellcome.org/news/wellcome-announces-new-leadership-investment-team-retirement-nick-moakes | Appointed April 1, 2025; 18 years at Wellcome; built Wellcome's direct private investment capability; Chair of Investment Committee at Pembroke College Oxford; Member of Imperial College London Endowment Board


https://wellcome.org/news/wellcome-announces-new-leadership-investment-team-retirement-nick-moakes | Appointed April 1, 2025; combined 36+ years experience with Lisha Patel at Wellcome; covered entire investment portfolio


https://www.allianzgi.com/en/our-firm/leadership | CEO since January 2020; leads €800bn+ asset manager


https://www.allianzgi.com/en/our-firm/leadership | Executive Committee member; previously Global CIO Fixed Income


https://www.allianzgi.com/en/our-firm/leadership | Leads equity investment strategy for €800bn+ AUM


https://www.allianzgi.com/en/our-firm/leadership | Leads fixed income investment across global markets


https://www.allianzgi.com/en/our-firm/leadership | Leads multi-asset class investment strategy


https://www.allianzgi.com/en/our-firm/leadership | Leads infrastructure investment platform


https://www.allianzgi.com/en/our-firm/leadership | Leads private markets investment strategy


https://www.allianzgi.com/en/our-firm/leadership | Executive Committee member; previously Head of Distribution Europe (joined June 2025)


https://www.allianzgi.com/en/our-firm/leadership | Executive Committee member; based in Hong Kong


https://www.allianzgi.com/en/our-firm/leadership | Executive Committee member; leads technology strategy


https://www.allianzgi.com/en/our-firm/leadership | Global Investment Platform Chief Economist


https://www.allianzgi.com/en/our-firm/leadership | Executive Committee member; leads distribution across Europe, Middle East, Africa


https://www.allianzgi.com/en/our-firm/leadership | Executive Committee member; leads product development strategy


https://www.allianzgi.com/en/our-firm/leadership | Executive Committee member; manages financial operations


Stichting Pensioenfonds ABP | Largest pension fund in Netherlands; represents 500,000+ members; managed by APG Asset Management


APG is subsidiary of ABP; manages investments for ABP and seven other industry pension funds; €28bn in private markets


Pensionsfonden for Danmark | Became Denmark's largest pension fund September 2025; ~828bn DKK assets


ATP Livslang Pension | Previously largest Danish pension fund; merged/reorganized structure 2025


Fourth wealthiest charitable foundation globally; 45% portfolio in alternatives; generated £27.9bn for mission in last 10 years


Listed company asset manager; serves institutional and individual investors; headquartered in Europe; major positions in fixed income, equities, alternatives, infrastructure


Universities Superannuation Scheme | Largest private pension scheme in UK; covers 330+ institutions; 500,000+ members; £28bn in private markets; managed by USS Investment Management Limited (USSIM)


https://www.ipe.com/news/abp-appoints-new-cio-after-long-search/10134465.article | Chief Investment Officer and Executive Board Member since January 1, 2026


https://assetmanagement.apg.nl/our-leadership/ | CEO (Acting) and COO


https://assetmanagement.apg.nl/our-leadership/ | Chief Fiduciary Officer


https://www.ipe.com/news/abp-appoints-new-cio-after-long-search/10134465.article | Interim CIO 2023-2024


https://assetmanagement.apg.nl/our-leadership/ | CIO Capital Markets


https://assetmanagement.apg.nl/our-leadership/ | CIO Private Investments


https://assetmanagement.apg.nl/our-leadership/ | Chief Finance & Risk Officer


https://assetmanagement.apg.nl/our-leadership/ | Chairman, Supervisory Board


https://assetmanagement.apg.nl/our-leadership/ | Vice-Chair, Supervisory Board


https://assetmanagement.apg.nl/our-leadership/ | Supervisory Board Member


https://www.top1000funds.com/asset_owner/abp-apg-asset-management/ | APG is subsidiary of ABP; manages €601bn for ABP and seven other pension funds


Web search results | Chief Investment Officer; joined PFA from ATP in 2019


Web search results | Chief Investment Officer


https://wellcome.org/news/wellcome-announces-new-leadership-investment-team-retirement-nick-moakes | Co-Chief Investment Officer (Managing Partner) since April 1, 2025; 18 years at organization


https://wellcome.org/news/wellcome-announces-new-leadership-investment-team-retirement-nick-moakes | Co-Chief Investment Officer (Managing Partner) since April 1, 2025


https://www.allianzgi.com/en/our-firm/leadership | CEO since January 2020


https://www.allianzgi.com/en/our-firm/leadership | CIO Public Markets; Executive Committee member


https://www.allianzgi.com/en/our-firm/leadership | CIO Equity


https://www.allianzgi.com/en/our-firm/leadership | CIO Global Fixed Income Platform


https://www.allianzgi.com/en/our-firm/leadership | CIO Multi Asset


https://www.allianzgi.com/en/our-firm/leadership | CIO Infrastructure


https://www.allianzgi.com/en/our-firm/leadership | CIO Private Credit & Private Equity


https://www.allianzgi.com/en/our-firm/leadership | Head of AllianzGI Private Markets; Executive Committee member


https://www.allianzgi.com/en/our-firm/leadership | Head of Distribution Asia Pacific; Executive Committee member


https://www.allianzgi.com/en/our-firm/leadership | Chief Technology Officer; Executive Committee member


https://www.allianzgi.com/en/our-firm/leadership | Chief Economist


https://www.allianzgi.com/en/our-firm/leadership | Head of Distribution EMEA; Executive Committee member


https://www.allianzgi.com/en/our-firm/leadership | Chief Product Officer; Executive Committee member


https://www.allianzgi.com/en/our-firm/leadership | Chief Financial Officer; Executive Committee member


Senior Managing Director & CIO at CPP Investments


Vice President And Chief Ethics & Compliance Officer at CDPQ


VP, Quantitative Strategies And Data Science at CDPQ


Executive Vice President, Growth Markets at CDPQ


Managing Director, Head Of Asia Pacific at CDPQ


Managing Director, External Management - Public Markets at CDPQ


Managing Director And Head Of Operating Partners, Private Equity at CDPQ


Managing Director, Strategy And Execution, Private Equity at CDPQ


Managing Director, Venture Capital & Technology at CDPQ


Managing Director, Private Markets Funds, Asia at CDPQ


Chief Investment Officer, Asset Allocation at OTPP


Chief Investment Officer, Public & Private Investments at OTPP


Chief Legal & Corporate Affairs Officer at OTPP


President, CEO, and interim CIO at OMERS


Chief Investment Officer at OMERS (departing July 2026)


Executive Vice President & Global Head of Infrastructure at OMERS


Global Head of Technology, Data and Security at OMERS


Chief Legal & Sustainability Officer at OMERS


Chief Financial and Strategy Officer at OMERS


President and Chief Executive Officer at PSP Investments


Senior Vice President and Chief Investment Officer at PSP Investments


Senior Vice President, Chief People and Corporate Development Officer at PSP Investments


Senior Vice President and Chief Legal Officer at PSP Investments


Senior Vice President and Global Head of Credit Investments at PSP Investments


Senior Vice President and Global Head of Private Equity and Real Estate Investments at PSP Investments


Senior Managing Director and Head of Global Alpha at PSP Investments


Senior Vice President and Chief Technology, Data and Operations Officer at PSP Investments


Senior Vice President and Chief Risk Officer at PSP Investments


Senior Vice President and Chief Financial Officer at PSP Investments


Managing Director and Global Head of Infrastructure Investments at PSP Investments


Senior Managing Director and Global Head of Natural Resources Investments at PSP Investments


Managing Director and Head of Strategic Communications and Global Government Affairs at PSP Investments


President & Chief Investment Officer at Russell Investments


US Investments and Retirement Leader (OCIO Head) at Mercer


Chairman and Chief Executive Officer at BlackRock


Global Head of OCIO and Wealth Management at BlackRock


Global Co-Head of Private Credit & CEO Goldman Sachs Asset Management International


Co-Head of Multi-Asset Solutions at Goldman Sachs


Global Head of Asset & Wealth Management at Goldman Sachs


Moves from public AEO/GEO answer-engine queues into proprietary finance workspaces, hidden databases, platform-native AI, and internal enterprise copilots.


Requires first result, rank, underlying source, timestamp/freshness, export path, missing fields, and evidence artifact before claiming a workspace result is actionable.


Captures event path, filing path, document title/date, transcript or broker/expert-call provenance, analytics module, freshness delta, and export path.


Captures first profile, strategy classification, performance, terms, people fields, investor-map fields, fundraising fields, record freshness, and exportability.


Captures advisor prompt, first result, model-portfolio language, fund data, DDQ fields, reporting artifacts, source URL, owner gap, and approval route.


Captures risk outputs, factor/liquidity/stress fields, first internal file, file owner, canonical title, tags, permissions, stale-conflict flag, and decision log path.


Asks which private database result the analyst sees first and preserves query wording, first result, rank, source lineage, freshness, and missing fields.


Turns missing lineage, hidden documents, stale sources, non-exportable fields, permission failures, and black-box summaries into remediation assets.


Targets people who control platform listability, profile completeness, source lineage, retrieval taxonomy, and internal knowledge freshness.


Asks analysts, consultants, advisor-platform users, and internal knowledge owners what system they open first, what they type, what appears first, and who owns the result.


After workspace rows are audited, route to historical motion verification while carrying first-result, source-lineage, profile-owner, and negative-evidence blockers.


Turns prior temporal schemas and workspace lineage gates into current historical-motion rows for title changes, manager hires/terminations, fund lifecycle, consultant changes, allocation motion, answer regression, and SME validation.


Requires event date, event type, subject, before state, after state, owner, organization, allocator/platform, strategy bucket, amount/share, source document, source path, influence path, pitch implication, and SME question.


Captures job/title/employer/committee changes and distinguishes real authority change from stale relationship-map noise.


Targets manager and competitor lifecycle events that explain capital churn, trust change, and replacement windows.


Normalizes monthly disclosures, board packets, replacement queues, and vulnerable-incumbent rows into dated capital-motion evidence.


Preserves consultant ownership, platform, conflict, research-team, and database owner changes only when workflow influence is shown.


Tracks capital-flow changes across QIS, platform multi-strategy, systematic, long-short, macro/CTA, credit, managed accounts, and private-market substitutes.


Adds which workspace or database can verify the event, first result, source lineage, profile owner, and missing field blocker.


Captures repeated answer-engine or workspace runs where citations, first result, owner, title, amount, freshness, or hallucination status changed over time.


Asks SMEs whether the event created open capital, replacement route, title-owner change, workflow change, or only background pattern evidence.


After historical rows are audited, route to personnel universe expansion around owner/title changes, PM moves, consultant reviewers, profile owners, and SME validators.


PIF leadership; appointed 2015, promoted to Governor 2019


Head of Investment Strategy at PIF 2024-2026; appointed Minister February 2026; 20+ years finance experience; https://www.pif.gov.sa/en/news-and-insights/press-releases/2024/


Joined PIF 2016; oversees finance division, capital structuring, and capital raising; https://www.pif.gov.sa/en/


Ultimate oversight of PIF strategy and board decisions; https://www.pif.gov.sa/en/


PIF board member; https://www.pif.gov.sa/en/


Senior Saudi official on PIF board; https://www.pif.gov.sa/en/


ADIA Chairman; also Chairman of ADQ and First Abu Dhabi Bank; https://www.adia.ae/


ADIA MD as of 2025-2026; member of UAE royal family; https://www.adia.ae/


Board member ADIA and Mubadala chairman; https://www.adia.ae/ and https://www.mubadala.com/


Member UAE ruling family; attends ADIA board meetings; https://www.adia.ae/


Participates in ADIA board governance; https://www.adia.ae/


ADIA board member 2025-2026; https://www.adia.ae/


Member of ADIA board; https://www.adia.ae/


ADIA board role 2025-2026; https://www.adia.ae/


Departmental CIO at ADIA; https://www.adia.ae/en/people


ADIA real estate investment team; https://www.adia.ae/en/people


ADIA technology and portfolio management; https://www.adia.ae/en/people


ADIA human resources leadership; https://www.adia.ae/en/people


QIA board chairman as of 2026; key financial authority; https://www.qia.qa/en/About/Pages/Governance.aspx


QIA vice chairman; https://www.qia.qa/en/About/Pages/Governance.aspx


QIA CEO appointed November 2024; 19+ years global investment experience; former CIO Americas; CFA charterholder; MBA TRIUM; https://www.qia.qa/en/About/Pages/ceo.aspx


Board member QIA; former Chief Investment Officer Asia/Africa; https://www.qia.qa/


Board member QIA; energy sector leader; https://www.qia.qa/


QIA board governance; https://www.qia.qa/


Board member QIA; sports and media leadership; https://www.qia.qa/


QIA board member; sports infrastructure leader; https://www.qia.qa/


Served as QIA CEO September 2018-November 2024; https://www.qia.qa/


KIA board chairman; https://www.kia.gov.kw/about-kia/


KIA MD appointed November 2024; CFA charterholder; formerly at BlackRock; Economics/Finance degree Bentley University; https://www.kia.gov.kw/


Energy sector representation on KIA board; https://www.kia.gov.kw/


Central bank leadership on KIA board; https://www.kia.gov.kw/


Finance ministry representative on KIA board; https://www.kia.gov.kw/


Member of Kuwait ruling family on KIA board; https://www.kia.gov.kw/


KIA board governance 2025-2026; https://www.kia.gov.kw/


Female board member; KIA governance; https://www.kia.gov.kw/


KIA board member 2025-2026; https://www.kia.gov.kw/