$47B AUM (growing); Toronto-based; described as likely largest single new source of fresh capital into hedge funds in coming years; building diversified portfolio from Mastercard equity stake; spun out as standalone entity 2023


~$10B AUM; named in 2026 Elite ALTS Allocators; allocates to alternatives including hedge funds


~$9.3B AUM; named in 2026 Elite ALTS Allocators; manages real assets and sustainable investments


~$9B AUM; named in 2026 Elite ALTS Allocators; institutional alternatives allocator


Large US foundation; former employer of allocators in Elite ALTS Allocators list; alternatives investor


€248.5B investment manager for PFZW Dutch care sector pension; restructured equity portfolio in 2025 overhauling manager lineup; allocates to Numeric (Man Group subsidiary), Robeco, Acadian, Schroders, Lazard, M&G, UBS, PGIM, Abrdn, T. Rowe Price


Dutch healthcare sector pension fund; assets managed by PGGM; ~€248.5B AUM


Dutch pension manager for ABP; significant alternatives and hedge fund allocator


Dutch civil service pension fund; one of world's largest pension funds; assets managed by APG


South Korean government investment arm; signatory to Texas TRS fee reform letter; active hedge fund allocator


$78B AUM; 20% PE allocation (target 15%); has committed to 411 unique funds; uses Pathway Capital, HarbourVest, Dyal/Blue Owl as managers; long-term alternatives investor


$19.8B AUM; 19.5% PE allocation vs 12.5% target; overallocated to alternatives; hedge fund allocator


State University Retirement System of Illinois; significant public pension LP in alternatives


Canadian pension investment manager; signatory to fee reform movement; active hedge fund allocator


UK pension manager; signatory to TRS fee reform letter; hedge fund allocator


Major US public pension; significant PE, VC, real asset and hedge fund LP; backed Dockside (Walleye-affiliated emerging manager fund) alongside UTIMCO


Oregon public pension; significant alternatives allocator including VC funds, real estate, infrastructure and buyout funds


Hedge fund advisory firm; CEO John Claisse; listed as one of most influential 2024 hedge fund allocators; advises LP clients on hedge fund allocations


$89.6B-$92B AUM; top LP clients include pension funds, central banks, SWFs, endowments; Pure Alpha II returned 34% 2025; All Weather returned 20% 2025; CEO Nir Bar Dea (sole CEO since 2023); Ray Dalio exited


$83.5B AUM; returned 10.5% 2025; top-tier LP from UTIMCO and other large pension/endowments


$397B AUM (including market-making); Wellington fund returned 10.2% 2025; LP from Temasek (explicitly named); major institutional hedge fund


Composite fund returned 18.5%; Oculus returned ~28.2%; UTIMCO is LP


$70B AUM; uses mathematical models and machine learning; UTIMCO is LP


Apex fund returned 19.6%; CPP Investments is LP; PGGM via systematic mandates; major institutional LP base


$178.2B AUM (June 2024); world's largest listed hedge fund manager; CPP Investments is LP; PGGM allocates to Numeric (Man Group subsidiary)


$12B AUM; returned 18% 2025; co-founded by Michael Gelband; UTIMCO is LP


Major institutional hedge fund; UTIMCO is LP


Multi-strategy firm; UTIMCO and SWIB both LPs; launched Dockside emerging manager initiative


Major macro fund; VRS tag suggests LP relationship


Asset manager with hedge fund strategies; VRS tag suggests LP relationship


Hedge fund/fund of funds; VRS tag suggests LP relationship


VRS committed $350M to Garda Fixed Income Relative Value Opportunities Fund Dec 2025


CPP Investments is LP via emerging manager program


$1.4B AUM; Melqart Opportunities returned 45.1% 2025; founder Michel Massoud


$5B+ AUM; returned 11% 2025; Bridgewater quant offshoot


$85B+ AUM platform; CDPQ uses Innocap for dedicated managed accounts with hedge fund managers; CEO François Rivard


€11.59B mandate from PGGM; Boston-based; Man Group subsidiary


€15.38B in combined equity (€11.68B) and credit (€3.7B) mandates from PGGM


CIO, Teacher Retirement System of Texas (TRS); led hedge fund fee reform movement; champions 1-or-30 fee structure


Former CIO, TRS; initiated 2-and-20 fee reform advocacy in 2016; laid groundwork for current fee reform push


Ontario Teachers' Pension Plan; promoted May 2025; joined OTPP April 2022; previously at CPP Investment Board, Hilltop Fund Management, Quantum Advisors, Vanderbilt University endowment


CIO, CalSTRS (replaced Christopher Ailman June 2024)


Former CIO CalSTRS (2000-2024); built risk mitigating strategies program including global macro HF and trend-following allocations


CIO, Healthcare of Ontario Pension Plan (HOOPP)


PRINCO (Princeton University Investment Company); trained by David Swensen and Dean Takahashi at Yale


CPP Investments; leads external hedge fund manager relationships


CDPQ; oversees DMA platform on Innocap; former SBAI chairman


GIC; long-tenured head of external managers department; to be replaced by Kwong Hong Huat


GIC; formerly head of Asia total return public equities team; transitioning to lead external managers


Temasek; leading push to increase multi-strategy and macro hedge fund exposure; building Temasek Partnership Solutions unit


Mastercard Foundation Asset Management Corporation (MFAM); former CIO at Mass General Brigham; former MD at Harvard Management Company


Mastercard Foundation Asset Management Corporation (MFAM)


Mastercard Foundation Asset Management Corporation (MFAM); formerly head of Ontario Teachers' hedge fund program (per PE Hub)


W.K. Kellogg Foundation; named in 2026 Elite ALTS Allocators


Grinnell College Investment Office; named in 2026 Elite ALTS Allocators


Carnegie Mellon University endowment; named in 2026 Elite ALTS Allocators


St. Jude Children's Research Hospital (ALSAC); named in 2026 Elite ALTS Allocators


MacArthur Foundation; named in 2026 Elite ALTS Allocators


MassPRIM; oversees 27 hedge fund manager relationships; advocates consolidating with long-term partners rather than new relationships


Alaska Permanent Fund Corporation (APFC); current PE director


Albourne Partners; hedge fund advisory firm listed as most influential 2024 allocator


Bridgewater Associates; sole CEO since 2023 after Ray Dalio exited


Melqart Capital; returned 45.1% in 2025 on Melqart Opportunities fund


ExodusPoint Capital; $12B multi-strategy fund


Innocap; manages $85B+ DMA platform used by CDPQ and others


State of Wisconsin Investment Board (SWIB); leads hedge fund allocation team; travels internationally for investment opportunities


State of Wisconsin Investment Board (SWIB); recognized for quantitative finance work


State of Wisconsin Investment Board (SWIB); co-investment strategies for PE and alternatives


Alaska Permanent Fund Corporation (APFC); grew PE from 6% to 20% during tenure through 2022


Mastercard Foundation Asset Management Corporation (MFAM)


CPP external portfolio management program invests in AQR; described as 'who's who' of hedge fund managers


CPP external portfolio management program; confirmed LP relationship


CPP emerging manager program; confirmed LP relationship


Part of 7-firm cohort representing ~15% of UTIMCO disclosed fund investments in Stable Value bucket


Part of 7-firm cohort representing ~15% of UTIMCO disclosed fund investments


Part of 7-firm cohort representing ~15% of UTIMCO disclosed fund investments; also co-backed Dockside initiative


Temasek explicitly named as LP in Citadel; part of ~10 hedge fund relationships


VRS committed $350M to Garda Fixed Income Relative Value Opportunities Fund December 2025


Tagged in VRS alternatives watch article; suggests existing LP relationship


SWIB backed Walleye's Dockside emerging manager initiative alongside UTIMCO; $125M+ raised for Fund II


€11.59B systematic equity mandate awarded as part of PGGM 2025 investment overhaul


€11.68B equity + €3.7B credit = €15.38B combined mandates from PGGM 2025 overhaul


€11.5B systematic equity mandate from PGGM 2025 overhaul


CDPQ manages hedge fund exposure via dedicated managed accounts on Innocap platform; $85B+ platform


APFC co-backed Dockside Fund II via SWIB-backed initiative


Bridgewater's LP base includes major public pensions; NYSCRF joined Capital Constellation LP network which includes Bridgewater relationships


Managing Director, Head of Hedge Funds and ILS; promoted May 2025


Managing Director and Head of External Portfolio Management Group


Head of Investment Funds and External Management


Incoming head of External Managers; currently Deputy Director


Chief Investment Officer; joined January 2024


Managing Director, Total Portfolio Management


Managing Director, Private Assets; 2026 Elite ALTS Allocator


Managing Director; 2026 Elite ALTS Allocator


Managing Director of Investments; 2026 Elite ALTS Allocator


Senior Director, Investments; 2026 Elite ALTS Allocator


Managing Director, Real Assets & Sustainable Investments; 2026 Elite ALTS Allocator


Director of Portfolio Completion Strategies; oversees 27 hedge fund manager relationships


Portfolio Manager; recognized for quantitative finance


Former PE Director; grew PE from 6% to 20%


TRS ~$20B hedge fund book includes Bridgewater as institutional LP; Bridgewater explicitly cites pension funds as core LP type


CalSTRS risk mitigating strategies (global macro allocation) historically included Bridgewater-style macro managers


GIC external manager program; ~1.5% HF allocation from $936B AUM base implies multi-billion HF portfolio including systematic managers like Man Group


Bridgewater's LP base explicitly includes sovereign wealth funds; ADIA is top-tier SWF LP


PFZW is the beneficial pension owner; PGGM is the investment manager executing all allocations on its behalf


ABP is the pension fund; APG is the investment manager executing all asset allocations on ABP's behalf


Formerly headed OTPP's hedge fund program (per PE Hub 2024) before moving to MFAM


Senior Director, Strategic and Tactical Asset Allocation


2025 Elite Private Equity Allocators Part 1


2025 Elite Private Equity Allocators Part 2


2025 Elite Private Equity Allocators Part 3


Executive Vice-President and Head of Private Equity and Private Credit


Head of Private Equity and Private Debt Team


Leader of Private Equity and Venture Capital Program


Leader of Private and Alternative Investment Portfolio


Vice President and Head of Private Markets


Leader of Private Equity Investment Team


Group Head of Private Equity Investments


Managing Director of Private Investments


2025 Elite Real Estate Allocators Part 1


2025 Elite Real Estate Allocators Part 2


2025 Elite Real Estate Allocators Part 3


Head of Private Markets and Senior Investment Officer


Chief Investment Officer and Senior Vice President


Head of Private Market Strategies and Sustainable Investing


Head Portfolio Manager for International Private Real Estate


Chief Data and Operating Officer; Co-Head of Real Estate


Chief Executive Officer and Chief Investment Officer


Managing Director of Capital Investments


Group Chief Investment Officer and CIO of AG Insurance


Director of the Financial Investment Area


Chief Investment Officer and Chief Financial Officer


Chief Investment Officer and Head of Asset Management


Founder and CIO of TCI Fund Management, $4.9B earnings 2025, fund up 27.8%


TCI Fund Management, $77B AUM, concentrated long portfolio European/US stocks, London


Founder and CEO of Point72 Asset Management, $4.0B earnings 2025, fund up 17.5%


Point72 Asset Management, $45.7B AUM, multistrategy 190+ investment teams, Stamford CT


Founder and CIO of Millennium Management, $3.5B earnings 2025, fund up 10.5%


Millennium Management, $86.3B AUM, ~330 investment teams multistrategy, New York


Founder and CIO of Appaloosa Management, $3.3B earnings 2025, fund up 23.3%


Appaloosa Management hedge fund, David Tepper, Chatham NJ


Founder and CEO of Citadel, $2.4B earnings 2025, Wellington Fund up 10.2%


Citadel multistrategy hedge fund, $65B AUM, Chicago IL, multiple strategies


Founder of D.E. Shaw, $2.0B earnings 2025, Composite Fund up 18.5%, Oculus Fund up 28.2%


D.E. Shaw multistrategy quant hedge fund, $85B AUM, New York NY


Founder and CIO of Coatue Management, $1.8B earnings 2025, fund up 13.9%, Tiger Cub


Coatue Management long/short equity, $55B AUM, New York NY, Tiger Cub, Anthropic investor


Founder and CIO of Rokos Capital Management, $1.4B earnings 2025, fund up 21%, capping at $20B


Rokos Capital Management macro hedge fund, $20B AUM, London UK


Founder and CIO of D1 Capital Partners, $1.4B earnings 2025, public up 33.7%


D1 Capital Partners long/short equity, $30B AUM, New York NY, Tiger Cub


Founder and CEO of Pershing Square Capital Management, $1.1B earnings 2025, fund up 20.9%


Pershing Square Capital Management activist hedge fund, William Ackman, New York NY


CEO and CIO of Caxton Associates, $915M earnings 2025, Global fund up 16%, Macro fund up 21%


Caxton Associates macro hedge fund, $20B AUM, Princeton NJ, founded 1983


Founder and CEO of Perceptive Advisors, $900M earnings 2025, fund up 82% life sciences


Perceptive Advisors life sciences biopharma hedge fund, New York NY


Founder and CIO of Element Capital Management, $900M earnings 2025, fund up 24%, Modern Macro


Element Capital Management macro hedge fund, $3B AUM (returned $6B to clients), New York NY


Founder and CIO of Tiger Global Management, $800M earnings 2025, long-short up 7.9%


Tiger Global Management long/short equity and PE, $50B AUM, New York NY, Tiger Cub


Founder and CIO of Viking Global Investors, $800M earnings 2025, long-short up 8.5%


Viking Global Investors long/short equity, $57B AUM, Greenwich CT, Tiger Cub


Founder of Lone Pine Capital, $800M earnings 2025, Tiger Cub, co-CIOs David Craver and Kelly Granat


Co-CIO of Lone Pine Capital, Tiger Cub hedge fund


Founder and CIO of Elliott Management, $800M earnings 2025, fund up 7%, activism multistrat


Elliott Management activist multistrategy hedge fund, $79.8B AUM, New York NY


Founder and CIO of Discovery Capital Management, $750M earnings 2025, fund up 36.8%


Discovery Capital Management macro fundamental equities, South Norwalk CT


Founder and CIO of Jericho Capital Asset Management, $650M earnings 2025, flagship up 49.3%


Jericho Capital Asset Management, $5-6B AUM, concentrated portfolio, New York NY


Founder and CEO of Balyasny Asset Management, $640M earnings 2025, fund up 16.7%, 2025 II Lifetime Achievement


Balyasny Asset Management multistrategy, $32B AUM, Chicago IL


Founder and CIO of Sachem Head Capital Management, $600M earnings 2025, fund up 40.6%, formerly Pershing Square


Sachem Head Capital Management value activist hedge fund, New York NY


Founder and CIO of AQR Capital Management, $560M earnings 2025, Apex Strategy up 19.6%


AQR Capital Management quant alternatives, $189B AUM, Greenwich CT


Founder and CEO of Schonfeld Strategic Advisors, $560M earnings 2025, Fundamental Equity up 16.5%


Schonfeld Strategic Advisors multimanager hedge fund, $18B AUM, New York NY


Founder and CIO of Tudor Investment Corp, $500M earnings 2025, main fund up 4.6%, legendary macro pioneer


Tudor Investment Corp macro hedge fund, Paul Tudor Jones, Greenwich CT


Founder and CIO of Whale Rock Capital Management, $470M earnings 2025, long-short up 27%, tech-focused


Whale Rock Capital Management tech-focused hedge fund, $10B AUM, Boston MA


Partner at Altimeter Capital Management, youngest partner, age 29, AI/software/semiconductor investments


Altimeter Capital Management tech-focused hedge fund, $10B AUM


Partner and Head of Business Development and IR at Empyrean Capital Partners, $3B event-driven


Empyrean Capital Partners event-driven multistrategy hedge fund, $3B AUM


Portfolio Manager at Tekne Capital Management, Global South technology investing, joined 2022


Tekne Capital Management global technology hedge fund


General Partner at Coatue Tactical Solutions, structured equity and capital solutions, joined Feb 2022


Founder of Drill Capital Management, launched Jan 2025, previously co-founded Bornite Capital Management


Drill Capital Management hedge fund, founded Jan 2025 by Farid Guindo


Co-Founder of Bornite Capital Management hedge fund


Bornite Capital Management hedge fund, ~100% net returns over 5 years, co-founded by Farid Guindo and Dan Dreyfus


General Partner Coatue Tactical Solutions


Co-Founder, departed to found Drill Capital


Kuwait SWF, ~$800B AUM, one of world's oldest sovereign wealth funds, founded 1953


Qatar SWF, ~$475B AUM, invests across global asset classes from Doha HQ with offices in New York and Singapore


Saudi Arabia SWF, ~$925B AUM, Governor Yasir Al-Rumayyan, central pillar of Vision 2030


Caisse de depot et placement du Quebec, ~$470B AUM, invests for 48 depositors including Quebec pension plans


Australia SWF, ~$250B AUD AUM, CEO Raphael Arndt, new CIO Richard Brandweiner effective July 2026


Botswana SWF managed by Bank of Botswana, diamond revenue savings fund, ~$5B AUM


BPOPF, ~$7B AUM, one of largest pension funds in Sub-Saharan Africa outside South Africa


NSIA, ~$4.3B AUM, manages Stabilisation Fund, Future Generations Fund, and Nigeria Infrastructure Fund


APFC, ~$80B AUM, Alaska's oil revenue savings fund, CEO Deven Mitchell


NZ Super Fund, ~$80B NZD AUM, Guardians of NZ Superannuation, co-CIO model since Dec 2024


APG manages ~$600B AUM for ABP and other Dutch pension funds, HQ Amsterdam, private markets CIO based in Hong Kong


Assumed role November 2024 at Kuwait Investment Authority


Appointed CIO at Kuwait Investment Authority; previously head of information department at Barclays and head of hedge fund strategies Europe/Asia at Goldman Sachs


Managing Director at Kuwait Investment Authority


Former principal at Carlyle, appointed Chief Strategy Officer at Kuwait Investment Authority


From Jupiter Asset Management, appointed Chief Technology Officer at Kuwait Investment Authority


Appointed CEO of QIA in November 2024; previously QIA CIO for the Americas and Head of QIA Advisory in New York since establishment; joined QIA 2010


Chairman of QIA Board; Governor of Qatar Central Bank


Vice Chairman of QIA Board; Secretary for Investment Affairs


QIA Board member; Chairman of Qatar Sports Investments


Head of Technology, Media and Telecommunications investments at QIA


Appointed Head of Industrials at QIA in July 2025; previously Head of QIA Advisory Asia Pacific; joined QIA 2010 as trainee


Appointed Head of QIA Advisory Asia Pacific at QIA; previously Active Equities Associate Director; joined QIA 2013 as trainee


Governor of PIF Saudi Arabia since 2015; leads all operations of one of world's largest SWFs with $925B+ AUM


Appointed Deputy Governor at PIF in 2021; leads international investment strategy across public markets, private markets, real estate, infrastructure; previously Head of Asset Management at Saudi Fransi Capital


Deputy Governor and Head of MENA Investments at PIF; previously PIF Chief of Staff; joined PIF 2015


Appointed Head of Local Real Estate Investment Division at PIF in 2025; oversees domestic real estate and giga-projects


Acting Chief of Staff and Secretary General to the PIF Board of Directors


CEO of CDPQ since 2020; mandate renewed through February 2029; previously EVP at Scotiabank


Head of Liquid Markets at CDPQ since August 2020; leads public equities, fixed income, and tactical asset allocation


Head of Real Estate at CDPQ since May 2024; responsible for Ivanhoé Cambridge with $77B+ assets; sits on CDPQ Infra board


Head of Infrastructure at CDPQ since 2018; manages $60B infrastructure portfolio; Chair of CDPQ Infra Board


Head of Private Equity and Private Credit at CDPQ; HBS MBA 2001


Head of Quebec investments at CDPQ; oversees financing and support for medium and large Quebec companies


Head of Depositors and Total Portfolio at CDPQ


Head of Legal and Global Affairs at CDPQ


CEO of Future Fund Australia since July 2020; former CIO 2014-2020; previously Head of Infrastructure and Timberland


Appointed CIO of Future Fund effective July 1 2026 following global search; former CEO of Pendal Group 2018-2023; former CIO of First State Super


Interim CIO of Future Fund from September 2025 pending Brandweiner's start; joined 2011, former Head of Overlays, Deputy CIO from 2023


Managing Director at Future Fund; heads responsible investment and listed equities; head of Sydney office


Managing Director leading portfolio risk function at Future Fund


Executive Director of listed equities at Future Fund


Executive Director of private equity at Future Fund


Executive Director of portfolio integration at Future Fund


CFO and CRO at Future Fund; commenced July 2025


General Counsel at Future Fund; commenced July 2025


Principal Officer of Botswana Public Officers Pension Fund (BPOPF)


Director of Investments and Portfolio at BPOPF; manages ~$7B portfolio


Chairman of BPOPF Board of Trustees since August 2023


MD and CEO of Nigeria Sovereign Investment Authority (NSIA)


ED and CIO of NSIA; responsible for deploying $4.3B across Stabilisation Fund, Future Generations Fund, and Nigeria Infrastructure Fund


VP and Head of Climate and Sustainability Investments at NSIA


CEO of Alaska Permanent Fund Corporation (APFC)


Deputy CIO Public Markets and Director of Fixed Income at APFC; leads team managing $16.5B+ internal fixed income mandate


Deputy CIO Private Markets at APFC; oversees Private Equity, Private Credit, and Real Estate programs


Director of Public Equities at APFC; manages ~40% of APFC assets; responsible for asset allocation and external manager selection


Senior Portfolio Manager for Real Estate at APFC


Senior Portfolio Manager for Private Income at APFC


Senior Portfolio Manager for Absolute Return (hedge funds) at APFC


Chief Risk and Compliance Officer at APFC


CEO of Guardians of New Zealand Superannuation (NZ Super Fund); joined April 2024 from Funds SA in South Australia


Co-CIO of NZ Super Fund since December 2, 2024; leads public markets, internal active strategies including strategic tilting, implementation and rebalancing; joined 2013


Co-CIO of NZ Super Fund since December 2, 2024; leads private markets, external mandates, direct investments, and data analytics; previously Head of Direct Investments


CRO of NZ Super Fund; 25-year financial markets background; joined 2005; established risk frameworks; Investment Committee permanent member


Head of Asset Allocation at NZ Super Fund; Investment Committee member; joined 2015; BSc, PhD


COO of NZ Super Fund; Chartered Accountant; joined July 2021 from ASB Bank


GM Corporate Affairs at NZ Super Fund; LLB (Hons); appointed 2022


Acting CEO and COO at APG Asset Management; Management Board member


CIO Capital Markets at APG Asset Management; Management Board member; became permanent CIO Capital Markets in 2024; manages listed equities and fixed income


CIO Private Investments at APG Asset Management; Management Board member; relocated to Hong Kong Jan 2022; oversees all real estate, infrastructure, natural resources, and private equity


Chief Finance and Risk Officer at APG Asset Management; Management Board member


Chief Fiduciary Officer at APG Asset Management; Management Board member


Chairman of APG Asset Management Supervisory Board


Global Co-Head of Private Equity at APG Asset Management


Managing Director and Chairman of Investment Committee


Deputy Governor and Head of International Investments Division


Deputy Governor and Head of MENA Investments Division


Head of Local Real Estate Investment Division


Acting Chief of Staff and Secretary General to PIF Board


EVP and Head of Infrastructure and Sustainability


EVP and Head of Private Equity and Private Credit


EVP and Chief Financial and Information Officer


EVP and Head of Legal and Global Affairs


Chief Investment Officer (effective July 1 2026)


Interim Chief Investment Officer (from September 2025)


Managing Director, Responsible Investment and Listed Equities


Executive Director, Portfolio Integration


Chief Financial Officer and Chief Risk Officer


Executive Director and Chief Investment Officer


Executive Director and Chief Operating Officer


Vice President, Head of Climate and Sustainability Investments


Deputy CIO Public Markets and Director of Fixed Income


Director of Investments, Public Equities


Senior Portfolio Manager, Private Income


Senior Portfolio Manager, Absolute Return


Co-Chief Investment Officer, Public Markets


Co-Chief Investment Officer, Private Markets


Chief Risk Officer; Investment Committee permanent member


Head of Asset Allocation; Investment Committee permanent member


Search snapshot found Millennium Management as a global multistrategy hedge fund with roughly $87B AUM as of May 2026.


Founder and continuing chairman/CEO of Millennium Management in 2026 source snapshot.


Listed as president and COO of Millennium Management in 2026 source snapshot.


Listed as head of capital development and investor relations at Millennium Management in 2026 source snapshot.


Search snapshot found WorldQuant as a quantitative investment management firm and Millennium subsidiary relationship source.


Search snapshot found Voleon as a Berkeley quantitative asset manager with $23.4B AUM in January 2026.


Listed as Voleon CEO and co-founder in January 2026 source snapshot.


Listed as Voleon co-CIO and co-founder in January 2026 source snapshot.


2026 allocator report described Taproot as a hedge fund launched in 2025 with a lower-cost alpha-capture model.


Business Insider search snapshot described David Lin as founder of Taproot Management.


Business Insider search snapshot described Jason Beverage as Taproot chief investment officer and a former Two Sigma executive.


Business Insider search snapshot said Taproot had lost research head and partner Kevin Merritt.


Business Insider search snapshot said Canadian pension CPPIB backed Taproot with $250M.


2026 allocator demand snapshots referenced Goldman Sachs prime services hedge fund allocator outlook/sales-trading desk survey.


2026 allocator demand snapshot said endowments were among investor groups leading quant fund allocation demand.


2026 allocator demand snapshot said foundations were among investor groups leading quant fund allocation demand.


2026 allocator demand snapshot said family offices were among investor groups leading quant fund allocation demand.


2026 Goldman-linked allocator snapshots said quant funds were the most sought hedge fund category among surveyed allocators.


Founder and continuing chairman/CEO relationship from 2026 source snapshot.


President and COO relationship from 2026 source snapshot.


Capital development and investor relations role from 2026 source snapshot.


WorldQuant identified as subsidiary/managed for Millennium relationship in source snapshot.


Co-founder and CEO relationship from Voleon source snapshot.


Co-founder and co-CIO relationship from Voleon source snapshot.


Business Insider snapshot reported a $250M backing from Canadian pension CPPIB.


Founder relationship from Business Insider source snapshot.


Chief investment officer relationship from Business Insider source snapshot.


Former research head/partner relationship from Business Insider source snapshot.


2026 allocator demand snapshot identified endowments as leading quant fund allocation demand.


2026 allocator demand snapshot identified foundations as leading quant fund allocation demand.


2026 allocator demand snapshot identified family offices as leading quant fund allocation demand.


Goldman-linked 2026 allocator outlook/survey ranked quant strategies as high demand.


Prime brokerage function that introduces hedge fund managers to institutional investors such as endowments, foundations, funds of funds, pensions, family offices, and private banks.


Capital introduction source says Morgan Stanley Prime Brokerage reports establishing the capital introductions concept in 1997.


Prime brokerage sources identify Goldman Sachs as a major prime broker and capital introduction gatekeeper for hedge funds.


Business Insider source identified Kristin Kramer as global head of capital introduction at Goldman Sachs discussing hedge fund launch and SMA dynamics.


Financial News London reported Societe Generale expanded into cash prime brokerage in June 2026 to deepen hedge fund business.


Societe Generale CEO whose turnaround strategy includes equities and prime brokerage expansion.


Financial News London source described BNP Paribas scaling hedge fund work, hiring salespeople, absorbing Credit Suisse clients, and completing Deutsche Bank prime brokerage acquisition.


Financial News London source said UBS aims to move from fifth to fourth biggest prime broker by revenue.


Global private placement agent and Stifel subsidiary that raises capital for private equity, hedge funds, real assets, and real estate funds from institutional investors.


Founder of Eaton Partners, an old private funds placement agent.


Alternative investment advisory firm providing alternative investment research and advisory services to institutional investors.


Founder and CEO of Aksia; previously associated with Credit Suisse fund-of-funds group.


Alternative investment consultant referenced in Aksia litigation/settlement context and as a rival firm in institutional alternative investment advisory.


Investment consulting and OCIO gatekeeper serving foundations, endowments, pensions, private clients, and institutional investors.


Chairman and CEO of Cambridge Associates.


Large RIA and OCIO/fiduciary adviser with approximately $1T client assets and roughly $209B outsourced assets under management in 2025 source snapshot.


OCIO provider serving healthcare systems, corporate and public pensions, endowments, foundations, and insurance organizations.


OCIO to endowments, foundations, and high-net-worth private clients including senior partners and founders of investment firms.


Infrastructure gatekeeper providing custody, clearing, securities lending, financing, analytics, derivatives access, and capital introduction to hedge funds.


Intermediaries between managers raising private fund capital and institutional investors, family offices, and high-net-worth investors.


Outsourced chief investment officer providers that select managers and allocate capital for institutions, foundations, endowments, pensions, insurers, and private clients.


Capital introduction is described as a prime brokerage service.


Source says Morgan Stanley Prime Brokerage reports establishing capital introductions in 1997.


Prime brokerage source identifies Goldman Sachs as a major prime broker.


Business Insider identified Kristin Kramer as global head of capital introduction at Goldman Sachs.


Financial News London reported SocGen entered cash prime brokerage in 2026.


SocGen prime brokerage expansion tied to CEO Slawomir Krupa turnaround strategy.


Financial News London described BNP Paribas scaling hedge fund prime brokerage work.


Financial News London described UBS as a major prime broker seeking revenue rank improvement.


Eaton Partners is a global private placement agent.


Eaton Partners is a wholly owned subsidiary of Stifel Financial.


Aksia provides institutional alternative investment advisory and due diligence.


Aksia source describes litigation/settlement with Albourne and rival movement.


Cambridge Associates provides consulting and outsourced portfolio solutions.


David Druley is chairman and CEO of Cambridge Associates.


Hunter Lewis co-founded Cambridge Associates.


James Bailey co-founded Cambridge Associates.


CAPTRUST source identifies the firm as one of the largest US OCIO providers.


Fielding Miller is CEO and founding partner of CAPTRUST.


Russell Investments provides OCIO services for institutional clients.


Partners Capital acts as OCIO to endowments, foundations, and private clients.


Stan Miranda co-founded Partners Capital.


Paul Dimitruk co-founded Partners Capital.


Goldman Sachs prime-services-linked 2026 reporting said quant strategies were the most favored hedge fund strategy among surveyed allocators, with a net 23% planning increased exposure.


Goldman Sachs prime-services-linked 2026 reporting said discretionary macro ranked close behind quant strategies, with a net 21% of allocators planning increased exposure.


MarketWatch reported that endowments, foundations, and family offices were leading a shift toward quant funds among investors managing more than $1T combined.


Business Insider reported Taproot Management received $250M backing from Canadian pension CPPIB for a lower-cost alpha-capture hedge fund model.


Business Insider reported Taproot lost roughly 1% in its first six months and continued losses into early 2026, plus loss of research head/partner Kevin Merritt.


Business Insider reported Goldman global head of capital introduction Kristin Kramer saying SMAs are making it easier to launch hedge funds; managers named in this context included Millennium, Qube, Squarepoint, and Schonfeld.


Financial News London reported Societe Generale entered cash prime brokerage and is integrating cash equities and prime brokerage to support hedge fund client growth.


Financial News London reported BNP Paribas has been scaling hedge fund work, including absorbing Credit Suisse hedge fund clients and acquiring Deutsche Bank prime brokerage.


Financial News London reported UBS aims to improve its prime brokerage revenue rank, signalling competitive expansion in hedge fund servicing.


Financial News London said prime brokerage revenue has surged because of high stock prices and the growing number and size of multi-strategy hedge funds.


General workplace AI usage reporting shows ChatGPT remains the largest AI assistant by tracked workplace usage, though institutional investor-specific tool share is not publicly broken out.


DeskTime workplace AI usage reporting showed Gemini as a major challenger to ChatGPT in 2026; Google AI search surfaces also shape answer visibility.


DeskTime workplace AI usage reporting showed Claude gaining workplace share in 2026; finance users may also encounter Claude through research and coding workflows.


Perplexity is a cited answer engine in AEO/GEO literature and is useful for source-backed discovery-style queries.


Generative search research shows AI Overviews are generated for a large share of Google queries and retrieve sources differently from traditional Google search.


Bloomberg surveyed quantitative analysts on generative AI adoption and is developing structured data products for quant AI workflows.


Business Insider described Carbon Arc, founded by former Point72 data executive Kirk McKeown, as focused on structuring datasets for easier AI ingestion.


Former Point72 data executive and founder of Carbon Arc, referenced in quant generative-AI workflow reporting.


Bloomberg global head of research data quoted on quant requirements for clean, structured, explainable data before generative AI integration.


Brunswick Group report cited by Axios found institutional investors increasingly use AI-generated outputs in investment research.


AEO is the practice of optimizing content so answer engines and chatbots can directly parse, cite, and recommend it.


GEO is the practice of improving visibility and citation in generative search and AI-generated answer surfaces.


Semrush research on AI search reported many marketers lack integrated AI-search and SEO strategy, creating brand consistency risk.


BrightEdge research reported Google AI Overviews and ChatGPT can express different sentiment toward brands, making answer-engine monitoring relevant.


Former Point72 data executive Kirk McKeown founded Carbon Arc.


Angana Jacob is Bloomberg's global head of research data.


Brunswick/Axios reporting says institutional investors use AI outputs and IR messaging should be structured for chatbot regurgitation.


ChatGPT is a key conversational answer surface for AEO/GEO monitoring.


Gemini and Google AI search surfaces shape generative search visibility.


Claude is a major workplace AI assistant surface to monitor for decision-maker research answers.


Perplexity is an answer engine with citations and a discovery surface for source-backed recommendations.


Google AI Overviews retrieve and present sources differently from traditional search.


Semrush research describes AI-search visibility and brand consistency across web, social, YouTube, and Reddit signals.


BrightEdge analyzes sentiment and brand mentions across Google AI Overviews and ChatGPT.


WSJ reported JPMorgan, Goldman Sachs, Morgan Stanley, Citigroup, and other banks are selling QIS to pension funds, endowments, family offices, and wealthy individuals; the Murdock Trust shifted 3% of a $2.1B portfolio to Goldman-managed QIS.


WSJ reported the Murdock Trust shifted 3% of its $2.1B portfolio to QIS managed by Goldman Sachs, with CIO Elmer Huh saying they lack conviction that fundamental managers can keep up with market speed.


Financial News reported roughly 75% of new hedge fund launches are looking at SMAs, with allocators favoring customization and control.


Axios reported Brunswick Group found 54% of institutional investors say AI outputs are an important part of their research; IR messaging should be easy for chatbots to regurgitate.


Business Insider reported a Bloomberg survey of 151 quants found 54% had not yet integrated generative AI into investment workflows; Bloomberg cited data cleanliness, structure, explainability, and repeatability requirements.


TechRadar summarized DeskTime data showing ChatGPT retained the largest tracked workplace AI usage share among power users in early 2026, with Gemini and Claude gaining.


A 2026 empirical study found Google AI Overviews appear for 51.5% of representative real-user queries and retrieve sources substantially differently from traditional Google search.


A 2026 LLM discovery study found Perplexity visibility was associated with traditional SEO and community/source presence in discovery-style queries.


TechRadar summarized DeskTime data showing Claude gaining workplace AI usage share in 2026, though it is not allocator-specific.


Business Insider reported Semrush found only 22% of US marketers had fully integrated AI-search and SEO strategy, and inconsistent cross-channel brand signals can hurt AI search visibility.


Business Insider reported BrightEdge found Google AI Overviews were more likely than ChatGPT to express negative brand sentiment, with controversy, limitations, safety, and service failures as common triggers.


Senior Director, Strategic and Tactical Asset Allocation


2025 Elite Private Equity Allocators Part 1


2025 Elite Private Equity Allocators Part 2


2025 Elite Private Equity Allocators Part 3


Executive Vice-President and Head of Private Equity and Private Credit


Head of Private Equity and Private Debt Team


Leader of Private Equity and Venture Capital Program


Leader of Private and Alternative Investment Portfolio


Vice President and Head of Private Markets


Leader of Private Equity Investment Team


Group Head of Private Equity Investments


Managing Director of Private Investments


Executive Director and CIO at TRS Illinois Teachers Retirement System, $80.3B AUM, Springfield IL, 22yr tenure


CIO at David and Lucile Packard Foundation, Los Altos CA, $9B AUM, 18yr tenure


David and Lucile Packard Foundation endowment, Los Altos CA, $9B AUM


Executive Director and CIO at Minnesota State Board of Investment MSBI, $156B AUM, Minneapolis MN, 3yr tenure


MSBI Minnesota state investment board, Minneapolis MN, $156B AUM


CIO at Fire and Police Pension Association of Colorado FPPA, $8B AUM, Littleton CO, 18yr tenure, grew alternatives from 15% to 50%


FPPA Colorado fire and police pension, Littleton CO, $8B AUM


CIO at Utah Retirement Systems, $64B AUM, Salt Lake City UT, 4yr tenure


URS Utah Retirement Systems, Salt Lake City UT, $64B AUM


Executive Director and CIO at West Virginia Investment Management Board, $29B AUM, Charleston WV, 35yr tenure


West Virginia Investment Management Board, Charleston WV, $29B AUM


CIO at Arizona Public Safety Personnel Retirement System PSPRS, $25.2B AUM, Phoenix AZ, 18yr tenure, AI-enabled workflows


PSPRS Arizona, Phoenix AZ, $25.2B AUM, public safety pension


CalPERS history/source summaries state CalPERS had hedge fund exposure in 2013 and exited hedge funds in 2014 under CIO Ted Eliopoulos; the decision is often cited as a major public-pension hedge fund retrenchment.


Universa source summary says CalPERS hired Universa for tail-risk hedging in 2017 and terminated Universa in 2020, citing cheaper and better alternatives.


WSJ reported Armistice Capital locked investor money for 2025 after 2024 redemption requests of about $420M, then suffered a large Q1 2025 loss and further losses.


Business Insider reported Viking Global lagged Tiger Cub peers in 2025 after longtime CIO Ning Jin left in 2024, with flagship fund trailing S&P 500 and peers.


Business Insider reported Schonfeld macro co-head Mitesh Parikh stopped managing a book to focus on talent development after building a 60+ person macro/fixed-income unit.


CT Insider reported Bridgewater cut 7% of workforce in January 2025 while reporting strong 2024 performance and broader evolution under CEO Nir Bar Dea.


STRS Ohio source summary describes criticism of active management and estimated underperformance versus indexes from 2008 to 2021.


Clarium source summary cites Bloomberg reporting that Clarium shrank about 90% after Peter Thiel's third losing year.


VP of Asset Allocation and Risk at Advocate Health, iConnections Global Alts 2026 Advisory Board


Advocate Health healthcare system investment portfolio


MD of Hedge Funds at Aksia, iConnections Global Alts 2026 Advisory Board


Aksia investment consulting and due diligence firm


CIO at Alaska Permanent Fund Corporation, iConnections Global Alts 2026 Advisory Board


CEO of Albourne, iConnections Global Alts 2026 Advisory Board


Albourne investment consulting and advisory firm for allocators


MD of Public Markets at Bayshore Global Management, iConnections Global Alts 2026 Advisory Board


Bayshore Global Management family office


Director of Investments at Bowdoin College, iConnections Global Alts 2026 Advisory Board


President and CIO at Brandywine Group Advisors, iConnections Global Alts 2026 Advisory Board


Brandywine Group Advisors wealth management and family office


MD of Investments at Carnegie Corporation of New York, iConnections Global Alts 2026 Advisory Board


Carnegie Corporation of New York foundation endowment, New York NY


President and CEO of Columbia Investment Management Company, iConnections Global Alts 2026 Advisory Board


Columbia University endowment investment management company, New York NY


MD of External Portfolio Management at CPP Investments, iConnections Global Alts 2026 Advisory Board


SVP and CIO at Drexel University, iConnections Global Alts 2026 Advisory Board


Drexel University endowment, Philadelphia PA


VP and CIO at Fordham University, iConnections Global Alts 2026 Advisory Board


Fordham University endowment, New York NY


Partner at General Catalyst, iConnections Global Alts 2026 Advisory Board


President and CIO at GE Investment Management, 2025 Allocators Choice Corporate Pension CIO of Year, iConnections Global Alts 2026 Advisory Board


GE Investment Management corporate pension and investment portfolio, General Electric


Director of Alternative Investments at General Motors Asset Management, iConnections Global Alts 2026 Advisory Board


General Motors Asset Management corporate pension and investment portfolio


CIO at Kansas State University Foundation, iConnections Global Alts 2026 Advisory Board


Kansas State University Foundation endowment, Manhattan KS


Head of Investment Funds and External Management at La Caisse (CDPQ), iConnections Global Alts 2026 Advisory Board


President and CIO at Lockheed Martin Investment Management Company, iConnections Global Alts 2026 Advisory Board


Lockheed Martin Investment Management Company corporate pension, Bethesda MD


Senior Investment Manager at Michigan Department of Treasury, iConnections Global Alts 2026 Advisory Board


Michigan Department of Treasury Investment Division, Lansing MI


Senior Investment Officer at New York State Common Retirement Fund, iConnections Global Alts 2026 Advisory Board


Head of Alternative Credit at Pension Protection Fund UK, iConnections Global Alts 2026 Advisory Board


Pension Protection Fund UK, government-backed pension lifeboat fund, UK


CIO at School Employees Retirement System of Ohio SERS, iConnections Global Alts 2026 Advisory Board


SERS Ohio School Employees Retirement System, Columbus OH


CIO of Private Markets and Funds Alpha at SWIB State of Wisconsin Investment Board, iConnections Global Alts 2026 Advisory Board


Director of Special Opportunities at Teacher Retirement System of Texas TRS, iConnections Global Alts 2026 Advisory Board


CIO at Trinity Church Wall Street, iConnections Global Alts 2026 Advisory Board


Trinity Church Wall Street endowment, New York NY


CIO at University of Nebraska Foundation, iConnections Global Alts 2026 Advisory Board


University of Nebraska Foundation endowment, Lincoln NE


Director of Credit and Multi-Asset Strategies at University Pension Plan, iConnections Global Alts 2026 Advisory Board


University Pension Plan UPP Ontario Canada, multi-university pension fund


CIO at W.K. Kellogg Foundation, iConnections Global Alts 2026 Advisory Board


Head Investment Funds and External Management


Director Credit and Multi-Asset Strategies


CIO at Sacramento County Employees Retirement System SCERS, 2026 Allocators Choice finalist


SCERS Sacramento County Employees Retirement System, Sacramento CA


State Treasurer of Connecticut, 2026 Allocators Choice finalist


CIO at ALSAC St. Jude Children's Research Hospital, 2026 Allocators Choice finalist Healthcare CIO


Boston Children's Hospital investment portfolio, Boston MA


AdventHealth healthcare system investment portfolio, Altamonte Springs FL


Hackensack Meridian Health investment portfolio, Edison NJ


CIO at Memorial Sloan Kettering Cancer Center, 2026 Allocators Choice finalist


Memorial Sloan Kettering Cancer Center investment portfolio, New York NY


Guardian Life Insurance investment portfolio, New York NY


Lincoln Financial Group insurance investment portfolio, Radnor PA


New York Life Insurance investment portfolio, New York NY


CIO at TDC Group Denmark, 2026 Allocators Choice finalist


Protective Life insurance investment portfolio, Birmingham AL


New York-Presbyterian Hospital investment portfolio, New York NY


MD at CalPERS, 2025 Allocators Choice Award for Leadership and Vision


Selective Insurance investment portfolio, Branchville NJ


Prudential Financial insurance investment management, Newark NJ


Founder of Chepstow Lane Capital, European credit investing, $225M AUM, prior Soros Fund Management, II 2025 Rising Star


Chepstow Lane Capital European credit hedge fund, $225M AUM, founded by Agata Dornan


Co-Founder of Tyro Partners, value-oriented long-short equity, $300M AUM, II 2025 Rising Star


Tyro Partners value-oriented long-short equity hedge fund, $300M AUM, founded 2015


Co-Founder of Tyro Partners with Dan McMurtrie, founded 2015


Founder of Verdad Advisers, undervalued international small-cap and global macro market-neutral, $1B AUM, prior Bain Capital PE, II 2025 Rising Star


Verdad Advisers international small-cap value and global macro hedge fund, $1B AUM, Boston


Senior Portfolio Strategist at Bridgewater Associates, Fordham/Wesleyan background, II 2025 Rising Star


Portfolio Manager at Viking Global Investors, consumer sector, prior Suvretta Capital, Carlyle, Credit Suisse, II 2025 Rising Star


Chief Investment Officer at Cresset, $235B AUM, Chicago, Midwest


Chief Investment Officer and Partner at Evercore Wealth Management, $20B AUM, New York City


Chief Investment Officer at Whittier Trust Company, $20B AUM, Pasadena, Southern California


RIA, $20B AUM, Pasadena, Southern California


Chief Investment Officer at OnePoint BFG Wealth Partners, $15B AUM, Parsippany, Tri-State


RIA (formerly Bleakley Financial Group), $15B AUM, Parsippany


Chief Investment Officer at LGT Financial Advisors, $455M AUM, Dallas, Texas


Chief Investment Officer at Mercer Advisors, $96B AUM, Denver, Mountain States


Co-Chief Investment Officer at Nottingham Advisors, $1.6B AUM, Buffalo, Tri-State


Chief Investment Officer and Principal at Brownson Rehmus & Foxworth, $4B AUM, Chicago, Midwest


Chief of Investments at Mill Creek Capital Advisors, $12B AUM, Philadelphia, Tri-State


Chief Investment Officer at NewEdge Wealth, $30B AUM, New York City, Tri-State


Founder, Chief Executive and Chief Investment Officer at CV Advisors, $13B AUM, Miami, Southeast


RIA, ultra-wealthy families and family offices, $13B AUM, Miami


Chief of Investments, Chair of Investment Committee at Beacon Pointe Advisors, $40B AUM, Newport Beach, Southern California


RIA, $40B AUM, Newport Beach, Southern California


Deputy Chief Investment Officer at WE Family Offices, $15B AUM, Miami, Southeast


Chief Investment Officer, Co-Chairman of Investment Committee at Lido Advisors, $29B AUM, Los Angeles, Southern California


Chief Investment Officer of Systematic Strategies at Focus Partners Wealth, $182B AUM, St. Louis, Midwest


RIA (formerly Focus Financial), $182B AUM, St. Louis


Chief Investment Officer, Chair of Investment Committee at Perigon Wealth Management, $9B AUM, Chicago, Midwest


Chief Investment Officer, Chair of Investment Committee at HCR Wealth Advisors, $2B AUM, Los Angeles, Southern California


Chief Investment Officer at Moneta, $42B AUM, Clayton, Midwest


Chief Investment Officer at HB Wealth (previously Homrich Berg), $30B AUM, Washington D.C., Mid-Atlantic


RIA (previously Homrich Berg), $30B AUM, Atlanta/Washington D.C.


Deputy Chief Investment Officer at Wealth Enhancement Group, $136B AUM, Boston, New England


Chief Investment Officer at Empirical Wealth Management, $9B AUM, Portland, Pacific Northwest


Managing Partner and Chief of Investments at Fiducient Advisors, $370B AUM, Chicago, Midwest


Chief Investment Officer at Syon Capital, $5.4B AUM, San Francisco, Northern California


RIA/family office, $5.4B AUM, San Francisco


Chief Investment Officer and Partner at True North Advisors, $4.5B AUM, Dallas, Texas


Chief Investment Officer and Partner at FFT Wealth Management, $6B AUM, Palm Beach, Southeast


RIA/multi-family office, $6B AUM, Philadelphia/Palm Beach


Chief Investment Officer and Managing Partner at MAI Capital Management, $39B AUM, Cleveland, Ohio


Partner and Chief Investment Officer at Cerity Partners, $159B AUM, New York City, Tri-State


Partner and Chief Investment Officer at Corient, $225B AUM, Dallas, Texas


Chief Investment Officer at Dakota Wealth Management, $6.3B AUM, Palm Beach/Philadelphia, Tri-State


RIA, $6.3B AUM, Palm Beach Gardens, Florida


SVP and Chief Investment Officer at Washington Trust Company, $2B AUM, Providence, New England


Wealth management, $2B AUM, Rhode Island


Co-Chief Investment Officer at Creative Planning, $390B AUM, Chicago, Midwest


Founding Partner and Chief Investment Officer at Summit Trail Advisors, $26B AUM, New York City, Tri-State


Chief Investment Officer at Trilogy Financial, $4.8B AUM, Denver, Mountain States


Managing Partner and Co-Chief Investment Officer at Evoke Advisors, $28B AUM, Los Angeles, Southern California


Chief Investment Officer at The Family Office at Synovus, $8.4B AUM, Columbus Georgia, Southeast


Family office division of Synovus Trust Company, $8.4B AUM, Columbus Georgia


Chief Investment Officer at Apollon Wealth Management, $8.6B AUM, Bridgewater New Jersey, Tri-State


Managing Director and Chief Investment Officer at Greycourt, $23B AUM, Portland, Pacific Northwest


Chief Investment Officer and Managing Director at CAPTRUST, $1T AUM, Boston, New England


Co-Chief Investment Officer at Abacus Wealth Partners, $3.3B AUM, Santa Monica, Southern California


Chief Investment Officer at Wealth Consulting Group, $5.4B-$6.5B AUM, Las Vegas, Mountain States


Chief Investment Officer and Partner at Simon Quick Advisors, $7B AUM, New York, Tri-State


Chief Investment Officer and Director of Research at LPL Financial, $2T AUM, San Diego, Southern California


Chief Investment Officer of Family Office Services at Focus Partners Wealth, $181.8B AUM, New York, Tri-State


Senior Investment Officer at SBCERA, $17.1B AUM, San Bernardino, Southern California


Public pension fund, $17.1B AUM, San Bernardino


Deputy Chief Investment Officer at Public Employee Retirement System of Idaho (PERSI), $27.9B AUM, Boise, Mountain States


Public pension fund (PERSI), $27.9B AUM, Boise


Deputy Chief Investment Officer at Municipal Employees Retirement System of Michigan (MERS), $20B AUM, Lansing, Michigan


Public pension fund (MERS of Michigan), $20B AUM, Lansing


Senior Director of Investments at Carnegie Corporation of New York, $5B AUM, New York, Tri-State


Deputy Chief Investment Officer at Employees Retirement System of Texas (ERS), $44B AUM, Austin, Texas


Public pension fund (ERS of TX), $44B AUM, Austin


Managing Director of Investments at RWJBarnabas Health, $10B AUM, Jersey City, Tri-State


Healthcare system investment portfolio, $10B AUM, Jersey City


Deputy Chief Investment Officer at Indiana Public Retirement System, $60.8B AUM, Indianapolis, Midwest


Public pension fund, $60.8B AUM, Indianapolis


Director of Private Equity and Alternatives at PSRS/PEERS Missouri, $66.4B AUM, Jefferson City, Midwest


Public pension fund (PSRS/PEERS), $66.4B AUM, Jefferson City


Deputy Chief Investment Officer at Teachers Retirement System of Illinois (TRS IL), $83.2B AUM, Chicago, Midwest


Public pension fund (TRS IL), $83.2B AUM, Chicago


Senior Investment Officer at Oregon State Treasury (OPERF), $101.3B AUM, Portland, Pacific Northwest


Public pension fund (OPERF), $101B+ AUM, Portland


Director of Special Situations and Office of the CIO at Texas Municipal Retirement System (TMRS), $47B AUM, Austin, Texas


Public pension fund (TMRS), $47B AUM, Austin


Deputy Chief Investment Officer at SBCERA, $17.4B AUM, San Bernardino, Southern California


Deputy Chief Investment Officer at Arizona Public Safety Personnel Retirement System, $26.3B AUM, Phoenix, Southwest


Public pension fund (PSPRS), $26.3B AUM, Phoenix


Senior Investment Officer for Public Markets at Illinois State Board of Investment (ISBI), $30B AUM, Chicago, Midwest


Public pension fund (ISBI), $30B AUM, Chicago


Chief Risk Officer at UAW Retiree Medical Benefits Trust, $60B AUM, Ann Arbor, Michigan


Senior Investment Officer at Oregon Public Employees Retirement Fund (OPERF), $106B AUM, Portland, Pacific Northwest


Deputy Chief Investment Officer and Head of Infrastructure at NYC Pension Plans / Office of the Comptroller, $260B-$319B AUM, New York, Tri-State


Public pension fund, $260B+ AUM, New York City


Investment Officer at Municipal Employees Annuity and Benefit Fund of Chicago (MEABF), $4.9B AUM, Chicago, Midwest


Public pension fund (MEABF), $4.9B AUM, Chicago


Deputy Chief Investment Officer at New York State Common Retirement Fund, $297B AUM, New York, Tri-State


Public pension fund, $297B AUM, New York


Senior Investment Officer at SBCERA, $17.2B AUM, San Bernardino, Southern California


Senior Investment Officer for Fixed Income at Oregon State Treasury, $108B AUM, Portland, Pacific Northwest


Investment Officer for Real Assets at Employees Retirement System of the State of Hawaii, $25.6B AUM, Honolulu, Pacific Islands


Public pension fund, $25.6B AUM, Honolulu


Chief of Staff of Investments at Employees Retirement System of Texas (ERS), $45.2B AUM, Austin, Texas


Senior Investment Officer at Sacramento County Employees Retirement System (SCERS), $15.7B AUM, Sacramento, Northern California


Public pension fund (SCERS), $15.7B AUM, Sacramento


Deputy Chief Investment Officer at Sacramento County Employees Retirement System (SCERS), $15.6B AUM, Sacramento, Northern California


Senior Portfolio Manager at Arizona Public Safety Personnel Retirement System, $26.7B AUM, Phoenix, Southwest


Chief of Investments, Chair of Investment Committee


CIO, Co-Chairman of Investment Committee


Managing Partner and Chief of Investments


Director of Private Equity and Alternatives


Director of Special Situations and Office of the CIO


Senior Investment Officer for Public Markets


Senior Investment Officer for Fixed Income


Global equities, London-based, AUM $77B (2025), top performer 2025 with $18.9B gains


Multi-strategy pod structure, AUM $86.3B (2025), founded 1989, NYC


Multi-strategy/quant, AUM $65-67B, Chicago/NYC, one of most profitable funds in history


Multi-strategy, AUM $45.7B (2025), NYSE: PTWO, Stamford CT


Quant/multi-strategy, AUM $85B, founded 1988, NYC


Tech growth, public L/S + private, AUM $40B+, founded by Philippe Laffont


Contrarian/opportunistic, AUM ~$15B, David Tepper family office


Quant/AI/ML multi-asset, AUM $60-70B, NYC, founded 2001


Fundamental L/S + private, AUM $57B, Tiger Cub fund


Concentrated long/activist, AUM ~$18-20B, William Ackman


Factor/quant/multi-asset, AUM $189B, founded by Cliff Asness


Activist/event-driven/credit, AUM $79.8B, founded by Paul Singer


Tech growth public L/S + private, AUM $50B, Tiger Cub fund


Long/short equity, AUM $19B, founded by Steve Mandel, Tiger Cub


Quant/statistical arbitrage, AUM $92B, founded by Jim Simons


Global macro/systematic, AUM $92B, Westport CT


Discretionary macro + systematic, AUM $21B, founded 1994, Rowayton CT, HQ; offices in West Palm Beach, NYC, London, Hong Kong


Global macro, AUM $20B (capped), founded by Chris Rokos


Long/short equity, AUM $30B+, founded by Dan Sundheim


Global macro/multi-strategy, AUM $20B, Andrew Law


Multi-strategy, AUM $18B, Steven Schonfeld


Global macro/emerging markets, Robert Citrone


Tech-focused L/S equity, AUM $9.6B+, Josh Resnick


Multi-PM/L/S equity, AUM $32B+, founded by Dmitry Balyasny


Global macro/multi-strategy, Paul Tudor Jones II


Tech-focused L/S equity, AUM $10B, Alex Sacerdote


Event-driven/activist, AUM $21.8B, Daniel Loeb


L/S equity, AUM $62B, Paul Marshall and Ian Wace, London


Quantitative value/credit, founded by Dan Rasmussen


Biotech/healthcare, Peter Kolchinsky Managing Director


Multi-strategy asset manager, biotech PM Agustin Mohedas


Event-driven/multi-strategy, AUM $37B, Anthony Yoseloff CIO


Biotech/healthcare, AUM $23B, Felix and Julian Baker


Contrarian/alternative assets, AUM $3.5B, family office, John Paulson


Deep value/concentrated, AUM $13.7B, David Abrams


Growth/disruptive innovation, AUM ~$50B peak, Cathie Wood


Quantitative, flagship: Takahē Global Quantitative Program, launched 2023, founders from Twoquants.com


Long-only quant, AUM RMB 70B+, parent of DeepSeek, AI training platform Firefly, China


Index enhancement, neutral, CTA, macro, AUM RMB 80-90B, China


Mid/low-frequency index enhancement, AUM RMB 76B, China


AI-driven index-enhanced, neutral, CTA, AUM RMB 70-80B, co-published Logic-RL with Microsoft Research Asia, China


Low-correlation strategies, AUM RMB 60-70B, China


Mid-frequency index enhancement, AUM RMB 55-60B, China


Index-enhanced, neutral, AUM RMB 50-60B, China


ML-driven neutral strategies, AUM RMB 45-55B, China


Equity quant + CTA, AUM RMB 40-50B, China


Stat arb, market neutral, AUM $10-15B, internal Renaissance fund


Market making/HFT, $446B gross, Chicago, Ken Griffin, ~25% of US equity volume


Market making, ETF arb, options, NYC, acceptance rate below 1%


HFT and systematic trading, equities and crypto, Chicago, FPGA hardware


Options market making, Amsterdam/Chicago/Sydney/London


Options market making, game theory culture


Market making, growing crypto presence, Amsterdam


Closed 2017, founded by Eric Mindich (Goldman Sachs veteran)


Digital assets/crypto, Matt Zhang Founder and Managing Partner


Sovereign wealth fund, CIO Marcus Frampton


Canadian pension, MD External Portfolio Management Yan Kvitko


Canadian pension CDPQ, Mario Therrien Head of Investment Funds


State pension, Craig Lehner Senior Investment Officer


State pension, Ashley Baum Director Special Opportunities


University endowment, Kim Lew President & CEO


Endowment, Boris Raykin Director Investments


Corporate pension, Paul Colonna President & CIO


Corporate pension, Harshal Chaudhari President & CIO


Corporate pension, Mark Attanasio Director Alternative Investments


State of Wisconsin Investment Board, Anne-Marie Fink CIO Private Markets & Funds Alpha


Fund of funds, Jennifer Heller President & CIO


Investment advisory, David Sheng MD Hedge Funds


Investment advisory, Dr. John Claisse CEO


Family office, Alissa Shipper MD Public Markets


Healthcare system, Darrel Pfeifauf VP Asset Allocation & Risk


State pension, Dan Quigley Senior Investment Manager


UK pension, Sanjay Mistry Head Alternative Credit


Canadian pension, Raj Kohli Director Credit & Multi-Asset


VC firm, Tracy Fong Partner on advisory board


Founder TCI Fund Management; earned $4.9B in 2025, $2.9B in 2023; London


Founder Millennium Management; earned $4B in 2025, $3.5B in 2024; AUM $86.3B


Founder Citadel; earned $3.3B in 2024, $2.6B in 2023; also Citadel Securities


Founder Point72 Asset Management; earned $4B in 2025, $3.2B in 2024


Founder Coatue Management; earned $1.8B in 2025, $1.9B in 2024, $1.4B in 2023; 2026 Rising Star context


Founder Appaloosa Management; earned $3.3B in 2025, $1.7B in 2024, $2.3B in 2023


Founder D.E. Shaw Group, 1988; earned $2B in 2025, $1.6B in 2024, $750M in 2023


Founder Rokos Capital Management; AUM $20B; earned $1.4B in 2025, $1.4B in 2024


Founder D1 Capital Partners; AUM $30B+; earned $1.4B in 2025, $375M in 2024


Founder Pershing Square Capital Management; earned $1.1B in 2025, $550M in 2024


Caxton Associates CEO; AUM $20B; earned $915M in 2025, $425M in 2024


Founder Perceptive Advisors; earned $900M in 2025, $275M in 2023


Founder Element Capital Management; AUM $3B; earned $900M in 2025, $405M in 2024


Founder Tiger Global Management; AUM $50B; earned $800M in 2025, $1.3B in 2024; Tiger Cub


Co-Founder Viking Global Investors; AUM $57B; earned $800M in 2025, $800M in 2023; Tiger Cub


Founder Lone Pine Capital; AUM $19B; earned $800M in 2025, $1.1B in 2024, $500M in 2023; Tiger Cub


Founder Elliott Management; AUM $79.8B; earned $800M in 2025, $1B in 2024


Founder Discovery Capital Management; earned $750M in 2025, $695M in 2024


Founder Jericho Capital Asset Management; AUM $9.6B+; earned $650M in 2025, $475M in 2024


Founder Balyasny Asset Management; AUM $32B+; earned $640M in 2025, $420M in 2024


Founder Sachem Head Capital Management; earned $600M in 2025


Founding Principal AQR Capital Management; AUM $189B; earned $560M in 2025


Founder Schonfeld Strategic Advisors; AUM $18B; earned $560M in 2025, $575M in 2024


Founder Tudor Investment Corp.; earned $500M in 2025, $390M in 2024


Founder Whale Rock Capital Management; AUM $10B; earned $470M in 2025


Founder Third Point LLC; AUM $21.8B; earned $400M in 2024


Co-Founder Two Sigma Investments; Math Olympiad medalist; stepped down as co-CEO 2024


Co-Founder Two Sigma Investments; MIT PhD computer scientist; stepped down as co-CEO 2024


Founder Renaissance Technologies; mathematician; deceased 2024; earned $1.3B in 2023


Founder Bridgewater Associates; earned $400M in 2023


Founder Glenview Capital Management; earned $330M in 2023


Co-Founder Trian Fund Management; earned $325M in 2023


Co-Founder Marshall Wace; AUM $62B; earned $250M in 2023


Founder SRS Investment Management; earned $600M in 2023


Founder & Chairman Graham Capital Management; named 2026 II Lifetime Achievement Award winner; prior CEO John W. Henry & Co.; AUM $21B


Sector Head Industrials/Energy/AI Labs/Hyperscalers/Software at Coatue Management; 2026 Rising Star; joined 2022 as analyst


Biotech PM at Janus Henderson Investors; 2026 Rising Star


Managing Director at RA Capital; 2026 Rising Star context


Partner and Head of Credit at Verdad Advisers; 2026 Rising Star


Founder Verdad Advisers; 2026 Rising Star context


Founder of new fund Voxel Capital Partners; 2026 Rising Star


Head of AIA Labs Macro Trading Strategy at Bridgewater Associates; 2026 Rising Star


Head of Business Development at Surveyor Capital (Citadel); 2026 Rising Star


Chief Investment Officer at Davidson Kempner Capital; AUM $37B


Co-Founder Baker Brothers Advisors; PhD Immunology; AUM $23B


Co-Founder Baker Brothers Advisors; Harvard AB; AUM $23B


Founder Abrams Capital Management; AUM $13.7B


Founder Paulson & Co.; AUM $3.5B; now family office


Founder ARK Invest; disruptive innovation


Founder Fisher Investments 1979; AUM $387B


Co-Founder Takahē Capital; previously ran Twoquants.com since 2018


Co-Founder Takahē Capital; previously ran Twoquants.com


Founder High-Flyer Quant; built Firefly AI training platform; incubated DeepSeek 2023


Founder Minghong Investment; China quant fund AUM RMB 80-90B


Founder Yanfu Investments; studied MIT, previously at Two Sigma; AUM RMB 76B


Co-Founder Ubiquant; AUM RMB 70-80B; China


Founder Century Frontier; AUM RMB 60-70B; China


Founder WizardQuant; retired 2023; AUM RMB 55-60B


CIO WizardQuant; took over after Zhang Daqing retired 2023


Co-Founder Lingjun Investment; AUM RMB 50-60B; China


Founder Chengqi Asset; ML-driven strategies; AUM RMB 45-55B; China


Co-Founder Blackwing Asset; equity quant + CTA; AUM RMB 40-50B; China


CEO Apollo Group (Apollo Global Management)


Senior Director at Wincent; Hedgeweek Funds of the Future US 2025 speaker


Founder and Managing Partner at Hivemind (digital assets hedge fund); Hedgeweek speaker


CEO and Co-founder Equity Data Science (EDS); Hedgeweek speaker


Partner at Tiger Global Management; earned $700M in 2023


Founder Aristides Capital (Louisville KY); lost investor 2026 due to political disagreements


CIO Alaska Permanent Fund Corporation; iConnections Global Alts 2026 advisory board


President & CIO Brandywine Group Advisors; iConnections advisory board


President & CEO Columbia Investment Management Company; iConnections advisory board


CIO Florida State Board of Administration; iConnections advisory board


MD External Portfolio Management CPP Investments; iConnections advisory board


Head Investment Funds & External Management La Caisse; iConnections advisory board


President & CIO Lockheed Martin Investment Management; iConnections advisory board


President & CIO GE Investment Management; iConnections advisory board


CIO Private Markets & Funds Alpha SWIB; iConnections advisory board


CIO School Employees Retirement System of Ohio; iConnections advisory board


CIO Trinity Church Wall Street; iConnections advisory board


CIO University of Nebraska Foundation; iConnections advisory board


CIO W.K. Kellogg Foundation; iConnections advisory board


Director Special Opportunities Teacher Retirement System of Texas; iConnections advisory board


Senior Investment Officer New York State Common Retirement Fund; iConnections advisory board


VP Asset Allocation & Risk Advocate Health; iConnections advisory board


MD Hedge Funds Aksia; iConnections advisory board


CEO Albourne; iConnections advisory board


MD Public Markets Bayshore Global Management; iConnections advisory board


Director Investments Bowdoin College; iConnections advisory board


MD Investments Carnegie Corporation of New York; iConnections advisory board


SVP & CIO Drexel University; iConnections advisory board


VP & CIO Fordham University; iConnections advisory board


Partner General Catalyst; iConnections advisory board


Director Alternative Investments General Motors Asset Management; iConnections advisory board


CIO Kansas State University Foundation; iConnections advisory board


Senior Investment Manager Michigan Department of Treasury; iConnections advisory board


Head Alternative Credit Pension Protection Fund; iConnections advisory board


Director Credit & Multi-Asset University Pension Plan; iConnections advisory board


Louisville KY, founded by Claire Brown; lost investor 2026 due to political disagreements


Alternative asset manager, Marc Rowan CEO


EDS, investment technology/hedge fund, Sandeep Varma CEO/Co-Founder


Independent RIA, AUM $387B, Ken Fisher founder 1979


Previously at Two Sigma before founding Yanfu


Head Investment Funds & External Management


Surveyor Capital is a pod within Citadel


Internal fund of Renaissance Technologies


Pension fund, $1.87T AUM, Tokyo, Japan. 5% alternatives cap, infrastructure, real estate, PE allocations.


Pension fund, $920B AUM, Jeonju, South Korea. PE, venture, real estate, hedge fund allocations.


Pension fund, $577B AUM, Toronto, Canada. 50%+ alternatives, direct PE, real assets, credit. $143.86B PE committed.


Pension fund, $556B AUM, Sacramento, CA. PE (17.7%), private credit, real estate. $83.5B PE committed. Considering hedge fund re-entry.


Pension fund, €520B AUM, Heerlen, Netherlands. Managed by APG Asset Management. Deep alternatives program.


Pension fund, $517B AUM, Montreal, Canada. Large direct PE and infrastructure deals.


Pension fund, $500B AUM, Tokyo, Japan. PE, real estate, infrastructure, hedge funds.


Pension fund, $415B AUM, Beijing, China. 14% alternatives allocation.


Pension fund, $402B AUM, West Sacramento, CA. PE ($52B), real estate ($48B). $53.7B PE committed. Largest educator-only pension in world.


Insurance/pension, $380B AUM, New York, NY. Real estate equity, PE, infrastructure, farmland, timber.


Pension fund, $310B AUM, Melbourne, Australia. In-house PE, infrastructure, real estate, credit teams.


Pension fund, $310B AUM, Zeist, Netherlands. Assets managed by PGGM. Active alternatives investor.


Pension fund/asset manager, $300B AUM, Zeist, Netherlands. PE, real estate, infrastructure, credit.


Pension fund, $295B AUM, New York, NY. PE (9%), real estate (6.2%), infrastructure (3.1%).


Pension fund, $277B AUM, Tallahassee, FL. Diversified alternatives portfolio.


Pension fund, $273B AUM, Albany, NY. PE (14.9%), real estate/real assets (14.1%). Known PE LP.


Pension fund, $245B AUM, Montreal, Canada. Direct PE, infrastructure, real estate, natural resources.


Pension fund, $231B AUM, Olympia, WA. PE ($52B), 40% private markets allocation.


Pension fund, $279B AUM, Toronto, Canada. Pioneered direct PE and infrastructure investing. 40-60% alternatives.


Pension fund, $225B AUM, Austin, TX. PE (12%), real estate (15%). Influential hedge fund allocator.


Pension fund, $155B AUM, Madison, WI. PE, real estate, infrastructure, hedge funds. $156B pool.


Pension fund, $145B AUM, Toronto, Canada. Direct PE, infrastructure, real estate.


Pension fund, $132B AUM, Toronto, Canada. PE, private credit, real estate, infrastructure.


Pension fund, $130B AUM, St. Paul, MN. PE, real estate, infrastructure.


Pension fund, $123B AUM, Richmond, VA. PE ($20B), credit ($19B), real assets.


Pension fund, $100B+ AUM, Salem, OR. PE since 1980s. Invested $900M in Bridgewater Associates.


Pension fund, $95B AUM, Liverpool, UK. PE, infrastructure, private credit.


Sovereign wealth fund, $88.8B AUM, Alaska, USA. Public equities, fixed income, real estate, PE, infrastructure.


Endowment manager, $88B AUM, Austin, TX. Manages UT and Texas A&M systems. Allocated $300M to hedge fund in March 2026.


Pension fund, $67B AUM, Denver, CO. PE, real estate, real assets.


Sovereign wealth fund, $69B AUM, Kazakhstan. Oil/gas, uranium, railways, airlines; economic modernization.


Pension fund, $75B AUM, Nashville, TN. Fully funded. PE, diversified alternatives.


Pension fund, $72B AUM, Columbus, OH. $10B alternatives program.


Sovereign wealth fund / endowment, $60.6-68B AUM, Texas, USA. Oldest US endowment (1854). Public equities, fixed income, real estate, alternatives.


Pension fund, $50B AUM, Phoenix, AZ. $8B PE allocation, mid-market focus.


Corporate pension fund, $49B AUM, Chicago, IL. Diversified alternatives portfolio.


Pension fund, $51B AUM, Austin, TX. Credit strategies ($350M committed in 2025).


Corporate pension fund, $40B AUM, The Hague, Netherlands. Goldman Sachs Asset Management as OCIO (2025).


Pension fund, $34B AUM, Los Angeles, CA. PE, direct lending, credit strategies.


Pension fund, $16B AUM, Helena, MT. PE, real estate ($332M new commitments in 2025).


Pension fund, Bakersfield, CA. Hiked target hedge fund allocation in June 2026. Hedge fund revival participant.


Pension fund, Illinois. Terminated hedge fund manager from long volatility portfolio for underperformance in June 2026.


Pension fund, Massachusetts. LP in Thoma Bravo, PGIM. Named allocator to PE and alternatives.


Pension fund, Florida. LP in Thoma Bravo ($2.9B across 3 funds with 13 pensions).


Pension fund, Texas. LP in Ares Management.


Endowment, $56.9B AUM, Cambridge, MA. 41% PE, 31% hedge funds (16% uncorrelated, 9% long-short, 3% multi-strategy, 3% credit). 11.9% return FY2025.


Endowment, $44.1B AUM, New Haven, CT. 22% hedge funds, 24% venture capital, 20% PE. Pioneered diversified-alternatives model. 11.1% FY2025 return.


Endowment, $40.8B AUM, Stanford, CA. Large PE, VC, real assets. 14.3% FY2025 return.


Endowment, $36.4B AUM, Princeton, NJ. PE, venture, real assets. Outsourced manager model. 11% FY2025 return.


Endowment, $27.4B AUM, Cambridge, MA. Diversified alternatives. 14.8% FY2025 return. 10.7% 10-year annualized.


Endowment, $24.8B AUM, Philadelphia, PA. PE, venture, hedge funds. Includes $5.3B health system assets. 12.2% FY2025.


Endowment, $23.5B AUM, Saudi Arabia. Equities, real estate, alternatives. $10B government seed.


Endowment, $21.2B AUM, Ann Arbor, MI. 15.5% FY2025 return (sector-leading). AI and crypto positions. 33% VC, 11% PE, 13% hedge funds.


Endowment, $20.4B AUM, Notre Dame, IN. Alternatives-heavy. 13.6% FY2025 return.


Endowment, $15.9B AUM, New York, NY. Private markets focused. 12.4% FY2025.


Endowment, $15.5B AUM, Charlottesville, VA. Increased PE/public equity FY2025.


Endowment, $15.2B AUM, Evanston, IL. 6.7% FY2025 growth.


Endowment, $14.5B AUM, St. Louis, MO. Multi-asset diversified. 14.7% FY2025.


Endowment, $13.2B AUM, Baltimore, MD. 78% donor-restricted, research-focused.


Endowment, $13B AUM, Chapel Hill, NC. System-wide vehicle. 11.6% FY2025.


Endowment, $12.3B AUM, Durham, NC. 6,400+ individual funds.


Endowment, $11.8B AUM, Ithaca, NY. 12.3% FY2025.


Endowment, $11.4B AUM, Atlanta, GA. $16M cryptocurrency holdings.


Endowment, $10.9B AUM, Chicago, IL. 10.2% FY2025.


Endowment, $10.9B AUM, Nashville, TN. 9.9% FY2025. Assets tripled since 2013.


Endowment, $9B AUM, Hanover, NH. Yale-model approach. 10.8% FY2025.


Endowment, $8.5B AUM, Houston, TX. Funds 40% of university operations.


Endowment, $8B AUM, Providence, RI. 11.9% FY2025. Record distributions.


Endowment, $8.1B AUM, Los Angeles, CA. Multi-asset diversified strategy.


Endowment, $7.5B AUM, Columbus, OH. Large public endowment.


Endowment, $7.4B AUM, New York, NY. Largest private university by enrollment.


Endowment, $4.4B AUM, Washington, DC. Policy-oriented. 1789 founding.


Endowment, $3B AUM, Eugene, OR. Phil Knight gifts. Alternatives-heavy.


Endowment, $4B AUM, Minneapolis, MN. Medical research/biotech deal flow.


Endowment, $3.5B AUM, Gainesville, FL. Rapid growth, technology focus.


Endowment, $6B AUM, Pittsburgh, PA. Healthcare/biotech VC alignment.


Endowment, $5B AUM, Madison, WI. Big Ten competitor for GP access.


Endowment, $5B AUM, Pasadena, CA. Highest per-student ratio nationally.


Endowment/healthcare, $16B AUM, Sacramento, CA. PE, VC, real estate.


Sovereign wealth fund, $2.1T AUM, Norway. Stakes in ~7,200 listed companies. Global equities, real estate, renewable infrastructure.


Sovereign wealth fund, $1.33T AUM, Beijing, China. Public equities, fixed income, alternatives, direct deals globally.


Sovereign wealth fund, $1.1T AUM, Abu Dhabi, UAE. One of world's largest LP investors in hedge funds. Diversified across all major asset classes. Active hedge fund allocator.


Sovereign wealth fund, $1.1T AUM, Beijing, China. Public equities, fixed income, alternatives. Manages ~1/3 of China's FX reserves.


Sovereign wealth fund, $1.03T AUM, Kuwait City, Kuwait. Equities, fixed income, real estate, alternatives globally.


Sovereign wealth fund, $900B+ AUM, Riyadh, Saudi Arabia. Tourism, entertainment, technology, renewables. Most active Gulf direct investor in private markets.


Sovereign wealth fund, $936B AUM, Singapore. 51% equities, 26% fixed income, 23% real assets across 40+ countries.


Sovereign wealth fund, $525-557B AUM, Doha, Qatar. Real estate, infrastructure, technology, venture capital, media, telecom.


Sovereign wealth fund, $330B AUM, Abu Dhabi, UAE. 40% private assets, 23% public equities, 17% real estate/infrastructure, 15% alternatives. Active direct investor in private markets.


Sovereign wealth fund, $324B AUM, Singapore. Technology, financial services, life sciences. 14% compound annual return since inception.


Sovereign wealth fund, $380B AUM, Dubai, UAE. Strategic domestic holdings (Emirates NBD, airlines, ports), growing international portfolio.


Sovereign wealth fund, $340B AUM, Paris, France. Infrastructure, equity participations, social housing, strategic French industries.


Sovereign wealth fund, $232B AUM, Seoul, South Korea. 78% traditional assets, 22% alternatives including PE, real estate, infrastructure, hedge funds.


Sovereign wealth fund, $230B AUM, Beijing, China. Public equities, fixed income, PE, real estate, infrastructure.


Sovereign wealth fund, $235B AUM, Melbourne, Australia. 33.8% global equities, 12.5% PE, 10.5% infrastructure/timberland, 15.1% alternatives.


Sovereign wealth fund / pension, $210B AUM, Victoria, Canada. Direct investing and co-investments across PE, real estate, infrastructure, credit.


Sovereign wealth fund / pension, $170B AUM, Edmonton, Canada. PE, real estate, infrastructure, public equities, fixed income, renewable resources.


Sovereign wealth fund, $531B AUM, Hong Kong. Split between currency backing and growth portfolio; public equities, fixed income.


Sovereign wealth fund, $400B AUM, Singapore. Public equities, fixed income, PE, real estate, infrastructure.


Sovereign wealth fund, $500B AUM, Rome, Italy. Infrastructure, PE, venture capital, real estate, private credit.


Sovereign wealth fund, $200B AUM, Abu Dhabi, UAE. Food, agriculture, energy, utilities, healthcare, logistics.


Sovereign wealth fund, $52B AUM, Auckland, New Zealand. Public and private markets globally. ~3.2% impact investments.


Sovereign wealth fund, $28B AUM, Dublin, Ireland. Venture capital, growth equity, infrastructure, real estate, private credit.


Sovereign wealth fund, $26B AUM, Kuala Lumpur, Malaysia. Technology, healthcare, infrastructure, financial services.


Sovereign wealth fund, $90B AUM, Brisbane, Australia. Infrastructure, real estate, PE, private debt, natural capital.


Sovereign wealth fund, $20B AUM, Manama, Bahrain. Domestic strategic companies; PE, real estate, public equities internationally.


Sovereign wealth fund, $18B AUM, Edmonton, Canada. PE, real estate, infrastructure, public equities, fixed income.


Sovereign wealth fund, $78B AUM (est), Bandar Seri Begawan, Brunei. Global equities, fixed income, real estate, alternatives.


Sovereign wealth fund, $3.5B AUM, Abuja, Nigeria. Agriculture, healthcare, power, roads, real estate (domestic focus).


Sovereign wealth fund, $70B AUM, Tripoli, Libya. Equities, fixed income, real estate, alternatives. Significant assets frozen under UN sanctions.


Foundation, Canada. Described as biggest provider of fresh capital to hedge funds in 2024.


Insurance investment arm (Prudential), $1.47T AUM, Newark, NJ. Fixed income, real estate ($139B), private alternatives. LP in pension-related strategies.


Insurance company, $1.5T AUM, London, UK. PE, private credit, real estate, infrastructure.


Insurance company, $1.1T AUM, Shenzhen, China. PE, private credit, real estate, infrastructure.


Insurance company, $900B AUM, Munich, Germany. PIMCO fixed income, Allianz Global Investors equities. Hedge fund strategies via PIMCO.


Insurance company, $800B AUM, Paris, France. PE, private credit, real estate, infrastructure.


Insurance company, $700B AUM, Osaka, Japan. Domestic bonds, equities, PE, infrastructure.


Insurance company, $600B AUM, Beijing, China. Government bonds, corporate credit, PE, infrastructure.


Insurance company, $600B AUM, Trieste, Italy. PE, private credit, real estate (Conning acquisition).


Insurance company, $500B AUM, Mumbai, India. Indian equities, government bonds, infrastructure.


Insurance company, $285B AUM, West Des Moines, IA. Apollo invests float in high-grade private credit, asset-based finance, structured credit.


Insurance company, $135B AUM, New York, NY. Privately originated credit and asset-based finance.


Insurance company, $331B AUM, Radnor, PA. Bain Capital partnership, $1.4B private credit platform.


Hedge fund, $78B AUM, Westport, CT. Macro/global strategy. Pure Alpha, Pure Alpha Major Markets, All Weather, Optimal Portfolio. Pure Alpha II returned 34% in 2025.


Hedge fund, $77.5B AUM, New York, NY. Multi-strategy. Gained 10.5% in 2025. $505.9B total AUM including leverage.


Hedge fund, $76.1B AUM, West Palm Beach, FL. Activist and event-driven strategies.


Hedge fund, $67.6B AUM, Miami, FL. Multi-strategy: commodities, credit, equities, global fixed income/macro, quant strategies. 10.2% return in 2025.


Hedge fund, $77.5B AUM, London, UK. Systematic and discretionary strategies.


Hedge fund, $60.4B AUM, New York, NY. Quantitative strategies. Composite fund +18.5%, Oculus +28.2% in 2025. Topped 2024 LCH rankings with $11.1B investor gains.


Hedge fund, $51B AUM, Greenwich, CT. Quantitative factor strategies.


Hedge fund, $51B AUM, New York, NY. Quantitative/systematic strategies. $44.3-83.9B AUM range reported.


Hedge fund / asset manager, $48B AUM in hedge strategies, New York, NY.


Hedge fund, $46B AUM, East Setauket, NY. Quantitative/mathematical models. Medallion Fund.


Hedge fund, $40.3B AUM, San Francisco, CA. Multi-strategy.


Private equity fund, $78B AUM. Software/technology focus. $2.9B from 13 pension funds across 3 funds.


Private equity fund. $2.6B from 8 pension funds.


Private equity/credit fund. $1.8B from 3 pension fund allocations.


Private equity fund. $1.3B from 8 pension funds.


Private equity fund. $1.1B from 6 pension funds.


Real assets fund. $1.5B from 5 pension funds.


Private credit fund. $1.3B from Alaska Permanent Fund, Texas County & District Retirement System, and Virginia Retirement System.


Hedge fund, London, UK. Chris Hohn. Topped hedge fund gains in 2025.


Quantitative hedge fund. Expanded in 2024.


$900M allocation, from Institutional Investor / 2020 disclosed


$31B total alternatives allocation; part of 13-pension $2.9B Thoma Bravo consortium


Part of 13-pension $2.9B Thoma Bravo consortium (Institutional Investor)


Part of $1.2B PGIM allocation alongside NY State CRF (Institutional Investor)


Part of $1.2B PGIM real assets allocation (Institutional Investor)


Part of $1.3B Ares commitment with TX County and Virginia (Institutional Investor)


Part of $1.3B Ares commitment (Institutional Investor)


Part of $2.6B CVC allocation from 8 pension funds (Institutional Investor)


Bridgewater serves large institutional allocators including pension funds; CalPERS reconsidering hedge fund allocations (pionline.com 2026)


UTIMCO allocated $300M to a hedge fund in March 2026 (Pensions & Investments); Bridgewater is a primary institutional hedge fund manager


ADIA described as one of world's largest LP investors in hedge funds; Bridgewater confirms SWF clients (davemanuel.com 2026)


ADIA is among world's largest hedge fund LPs; Millennium serves institutional SWF clients


ADIA is among world's largest hedge fund LPs; Citadel serves institutional SWF clients


TRS named as influential hedge fund allocator in 2024 (Alternative Fund Insight)


CPPIB named as influential hedge fund allocator in 2024 (Alternative Fund Insight)


SWIB ($156B pool) named as influential hedge fund allocator in 2024 (Alternative Fund Insight)


Harvard 31% hedge fund allocation ($17.6B); Bridgewater is primary uncorrelated/macro manager for endowments


Yale 22% hedge fund allocation; Bridgewater serves endowments as disclosed institutional client


Goldman Sachs AM appointed as OCIO for Shell Pension Fund in 2025 (praxisrock.com)


ABP assets managed exclusively by APG Asset Management (praxisrock.com)


PFZW assets managed by PGGM (praxisrock.com)


Mastercard Foundation AM described as biggest provider of fresh capital to hedge funds in 2024 (Alternative Fund Insight)


Mastercard Foundation AM was biggest 2024 hedge fund capital provider; D.E. Shaw topped 2024 returns


Kern County increased hedge fund target allocation June 2026 (Pensions & Investments); Bridgewater is primary institutional hedge fund


Allianz/PIMCO runs dedicated hedge fund strategies; Bridgewater and PIMCO are peer macro managers for large insurance portfolios


KIC 22% alternatives including hedge funds; Citadel is a primary institutional multi-strat hedge fund


KIC 22% alternatives including hedge funds; Millennium is a primary institutional multi-strat hedge fund


Future Fund 15.1% alternatives including hedge funds; D.E. Shaw topped 2024 gains


Future Fund 15.1% alternatives; AQR is a primary quant hedge fund for sovereign wealth funds


Zenkyoren allocates to hedge funds; Bridgewater serves large Japanese institutional clients


TCDRS committed $350M to credit strategies in 2025 (praxisrock.com); Ares is a primary credit manager


Michigan 13% hedge funds ($2.8B); leads in quant/systematic strategies


Michigan top FY2025 performer favors quant strategies; Two Sigma is primary quant hedge fund


Penn allocates to hedge funds including multi-strat managers


Duke endowment large alternatives program, multi-strat hedge funds


MIT diversified alternatives program; Two Sigma is a primary quant hedge fund for tech-linked endowments


MIT diversified alternatives; D.E. Shaw is a primary quant hedge fund


Head of Investments at Pensioenfonds Detailhandel, €34B AUM, Netherlands


Dutch retail sector pension fund, €34B AUM, Netherlands


CIO at AP Pension, €27B AUM, Copenhagen, Denmark


Danish pension fund, €27B AUM, Copenhagen, Denmark


CEO at PKA, €67B AUM, Copenhagen, Denmark


Danish pension fund, €67B AUM, Copenhagen, Denmark


Head of Asset Management and CIO at Länsförsäkringar Liv, €9.4B AUM, Stockholm, Sweden


Swedish insurance company, €9.4B AUM, Stockholm, Sweden


Head of Asset Allocation at Fjärde AP-fonden (AP4), €34B AUM, Stockholm, Sweden


Swedish national pension fund, €34B AUM, Stockholm, Sweden


CIO at Sampension, €45B AUM, Copenhagen, Denmark


Danish pension fund, €45B AUM, Copenhagen, Denmark


CIO at Pensioenfonds Metaal & Techniek (PMT), €90B AUM, Utrecht, Netherlands


Dutch metal and technology sector pension fund, €90B AUM, Utrecht, Netherlands


Director at Fondo Pensione Pegaso, €1.5B AUM, Rome, Italy


Italian pension fund, €1.5B AUM, Rome, Italy


CEO & CIO at KENFO (Fonds zur Finanzierung der kerntechnischen Entsorgung), €25B AUM, Berlin, Germany


German nuclear waste disposal fund, €25B AUM, Berlin, Germany


CIO at Border to Coast Pensions Partnership, £120B AUM, Leeds/London, United Kingdom


UK local government pension pool, £120B AUM, Leeds/London, United Kingdom


CIO at ENPAF (Ente Nazionale Previdenza e Assistenza Farmacisti), €3.5B AUM, Rome, Italy


Italian pharmacists' welfare fund, €3.5B AUM, Rome, Italy


CEO at Pensionskasse Manor, €1.97B AUM, Basel, Switzerland


Swiss pension fund, €1.97B AUM, Basel, Switzerland


Head of Asset Allocation at The People's Pension, €45.3B AUM, London, United Kingdom


UK pension fund, €45.3B AUM, London, United Kingdom


CIO & Head of Asset Management at AP3 (Sweden's Third National Pension Fund), €76.7B AUM, Stockholm, Sweden


Sweden's Third National Pension Fund, €76.7B AUM, Stockholm, Sweden


CIO & Deputy CEO at Retraites Populaires, €9.6B AUM, Lausanne, Switzerland


Swiss pension insurer, €9.6B AUM, Lausanne, Switzerland


CIO AG Insurance & Group Head of Investments at Ageas, €107B AUM, Brussels, Belgium


Belgian insurance group, €107B AUM, Brussels, Belgium


Head of Private Markets and Senior Investment Officer at City of San Jose Public Pension Fund, $9B AUM, San Jose, California


US public pension fund, $9B AUM, San Jose, California


Senior Real Estate Investment Manager at National Employment Savings Trust (NEST), $67B AUM, London, UK


UK workplace pension scheme, $67B AUM, London, UK


CIO and SVP at Drexel University Endowment, $1B AUM, Philadelphia, Pennsylvania


US university endowment, $1B AUM, Philadelphia, Pennsylvania


Head of Private Market Strategies at New York State Insurance Fund (NYSIF), $21B AUM, New York


US state insurance fund, $21B AUM, New York City, New York


Senior Portfolio Manager Real Assets at The World Bank Pension Plan, $30B AUM, Washington D.C.


International organization pension plan, $30B AUM, Washington D.C.


Head Portfolio Manager International Private Real Estate at Employees Retirement System of Texas, $4B RE portfolio, Austin, Texas


US state pension fund, $40B AUM, Austin, Texas


Chief Investment Strategist at Fifth Third Wealth Advisors, $3B AUM, San Francisco, California


US wealth advisory firm, $3B AUM, San Francisco, California


Real Estate Portfolio Manager at Employees Retirement System of Texas, $40B AUM, Austin, Texas


Portfolio Manager Real Estate at Florida Board of Administration, $257B AUM, Tallahassee, Florida


US state pension and investment board, $257B AUM, Tallahassee, Florida


CDOO and Co-Head of Real Estate at UC Investments (University of California), $180B AUM, Oakland, California


US university system investment office, $180B AUM, Oakland, California


Portfolio Manager Private Markets at Pennsylvania Public School Employees' Retirement System (PSERS), $79B AUM, Harrisburg, Pennsylvania


US public pension fund, $79B AUM, Harrisburg, Pennsylvania


Real Estate Portfolio Overseer at Los Angeles City Employees' Retirement System (LACERS), $26B AUM, Los Angeles, California


US public pension fund, $26B AUM, Los Angeles, California


CIO at North Carolina State University Endowment, $2B AUM, Raleigh, North Carolina


US university endowment, $2B AUM, Raleigh, North Carolina


Head of Real Estate at Border to Coast Pensions Partnership Ltd. (BCPP), $74B AUM, London, UK


Head of Real Estate at Pension Protection Fund (PPF), $42B AUM, London, UK


UK pension protection fund, $42B AUM, London, UK


CIO AG Insurance & Group Head of Investments


Head of Private Markets and Senior Investment Officer


Head of Private Market Strategies and Sustainable Investing


Head Portfolio Manager, International Private Real Estate


Investment consultant and OCIO gatekeeper with alternatives, private markets, asset manager research, and outsourced CIO services.


Global private markets advisor focused on fund placement, secondary advisory, and GP capital advisory.


Non-discretionary global investment consultant covering hedge funds and serving institutional investors and family offices.


CEO of Albourne, an influential hedge fund and alternatives consultant.


Allocator platform and media/events network connecting allocators with investment managers.


Alternative-investment media and newsletter platform covering hedge funds, investors, prime brokers, roundtables, and webinars.


Hedge fund and alternatives conference/capital-introduction convention founded by Anthony Scaramucci.


Founder of SkyBridge and SALT Conference.


Major investing conference convening investors and hedge fund managers, including emerging-manager visibility via Next Wave.


Co-founder associated with Sohn Conference Foundation.


CNBC/Institutional Investor hedge fund and investment summit created by Maneet Ahuja.


Creator/co-creator of CNBC's Delivering Alpha hedge fund summit.


Mercer provides outsourced CIO and asset manager research services.


Mercer is an allocator-side consultant/OCIO gatekeeper rather than a placement agent.


Campbell Lutyens is a global placement and private markets advisory firm.


Albourne is a non-discretionary alternatives consultant influencing hedge fund manager selection.


Anthony Scaramucci founded SALT Conference.


Dan Nir is associated as a Sohn Conference co-founder.


Graham Duncan is associated as a Sohn Conference co-founder.


Maneet Ahuja created/co-created Delivering Alpha.


Harvard Management Company announced it would close internally managed hedge funds by the end of FY2017 and lay off about half its staff.


Axios reported Harvard was seeking to sell more than $2.5B of private equity, venture capital, and real estate assets via Cogent Partners.


Financial endowment source summary says University of Toronto lost 31% in 2009 and attributes the loss to over-investment in hedge funds.


Harbinger source summary cites reporting that the fund imposed withdrawal limits and later experienced sharp AUM decline tied to redemptions.


JWM source summary says the fund lost heavily through 2008-2009 and closed in July 2009.


LTCM source summary describes large losses, rescue, and liquidation after crowded relative-value trades and leverage.


Soros Fund Management source summary says Quantum Fund was merged into a lower-risk, less-speculative structure after sharp AUM decline.


Vanity Fair reported Fortress told investors they could not withdraw $3.5B from Drawbridge after losses and redemptions.


OpenAI describes Deep Research as a cited-report tool for intensive knowledge work across finance, policy, science, and engineering.


OpenAI describes ChatGPT Search as web-connected answer retrieval available in supported ChatGPT regions.


Perplexity Enterprise is marketed for deep research, external web research, internal knowledge, citations, and follow-up prompts.


Public reporting describes Bloomberg ASKB as chatbot-style Terminal interface for investment ideas, earnings analysis, workflow, and synthesis.


FactSet AI platform adoption has been studied in analyst workflow research and is a workflow-integrated research surface.


AI-driven market-research platform with enterprise adoption and spreadsheet/workflow automation expansion.


Anthropic financial-services page lists LSEG among Claude financial-services integrations.


Anthropic financial-services page lists S&P Global among Claude financial-services integrations.


Anthropic financial-services page lists Morningstar among Claude financial-services integrations.


ChatGPT Search is a ChatGPT web-search capability.


Perplexity Enterprise is the enterprise form of Perplexity research workflows.


ASKB is a Bloomberg Terminal AI/chatbot-style feature.


Anthropic lists LSEG as a Claude financial-services integration.


Anthropic lists FactSet as a Claude financial-services integration.


Anthropic lists S&P Global as a Claude financial-services integration.


Anthropic lists Morningstar as a Claude financial-services integration.


AlphaSense is a workflow research platform that can shape analyst and allocator research outputs.


FactSet AI is a workflow-integrated research surface for analysts.


OpenAI describes Deep Research as an agent for intensive knowledge work that produces cited reports from many sources, including finance-oriented work.


OpenAI describes ChatGPT Search as web-connected answers with source links.


A 2026 measurement study found Google AI Overviews appear on 51.5% of representative real-user queries and use source selection that differs materially from classic search.


Anthropic says Claude works natively in Excel and PowerPoint and integrates with LSEG, FactSet, S&P Global, and Morningstar for financial-services workflows.


Perplexity Enterprise is sold for deep research, external web research, internal knowledge, citations, and follow-up prompts.


Wired reported Bloomberg Terminal is adding ASKB, a chatbot-style interface for investment ideas, earnings analysis, workflows, and synthesis.


A FactSet AI workflow paper reported AI platform adoption changed analyst reports, topic coverage, methods, and forecast error characteristics.


Business Insider reported AlphaSense acquired Carousel to expand AI spreadsheet workflow capabilities.


Sector Head Industrials Energy AI Labs at Coatue Management, Yale grad, prior Bain/Advent International, II 2026 Hedge Fund Rising Star, identified Eaton/Schneider/GE Vernova as AI data center winners


Biotech Portfolio Manager at Janus Henderson Investors, Janus Biotech Innovation Fund ~$5B AUM, fund up 55% in 2025, PhD Harvard-MIT, prior RA Capital, II 2026 Rising Star


Janus Henderson Investors global asset manager, Janus Biotech Innovation Fund ~$5B AUM


Partner and Head of Credit at Verdad Advisers, quantitative credit strategy, prior Apollo Group 4yr, Dartmouth/Kellogg, II 2026 Rising Star


Founder of Voxel Capital Partners (launching), long-only concentrated tech/AI hedge fund 12-15 stocks, prior Viking Global and Lone Pine Capital 9yr, Northwestern Math/Econ, Harvard MBA, II 2026 Rising Star


Voxel Capital Partners long-only concentrated tech/AI hedge fund, founded by Kevin Salimian, launching 2025


Head of AIA Labs Macro Trading Strategy at Bridgewater Associates, machine-first approach to macro equity investing, partnered with co-CIO Greg Jensen, Johns Hopkins Applied Math/Econ, joined Bridgewater 2016, II 2026 Rising Star


Head of Business Development at Surveyor Capital Citadel, youngest person in Citadel history to hold role at age 29 March 2026, prior JPMorgan prime brokerage, Boothbay Fund Management, Williams College, II 2026 Rising Star


Surveyor Capital equity hedge fund pod within Citadel


GoldenTree Asset Management credit-focused and event-driven hedge fund, won II 21st Annual HF Industry Awards Credit and Event-Driven categories


CastleKnight Management hedge fund, winner II 21st Annual HF Industry Awards Emerging Manager of Year


Saba Capital Management activist hedge fund, winner II 21st Annual HF Industry Awards Activist category, headed by Boaz Weinstein


Founder of Saba Capital Management, activist hedge fund, winner II 21st Annual HF Industry Awards Activist category


Union Bridge Goldman Sachs External Investing Group hedge fund, winner II 21st Annual HF Industry Awards Most Innovative Manager


Hedge Fund Consultant at Fund Evaluation Group, finalist II 21st Annual HF Industry Awards Consultant of Year


Fund Evaluation Group FEG investment consulting and hedge fund advisory firm


Consultant at Albourne Partners, finalist II 21st Annual HF Industry Awards Consultant of Year


Consultant at NEPC, finalist II 21st Annual HF Industry Awards Consultant of Year


NEPC investment consulting firm for institutional investors


Founder at Cliffwater, finalist II 21st Annual HF Industry Awards Consultant of Year