Head of KIA's London office operations; https://www.kia.gov.kw/


Strategic planning leadership; https://www.kia.gov.kw/


Operations and administrative leadership; https://www.kia.gov.kw/


Alternative investment strategy leadership; https://www.kia.gov.kw/


Reserve fund management leadership; https://www.kia.gov.kw/


Public market investment leadership; https://www.kia.gov.kw/


KIA Asia investment office leadership; https://www.kia.gov.kw/


Debt management oversight; https://www.kia.gov.kw/


Board coordination and governance; https://www.kia.gov.kw/


Legal and compliance function; https://www.kia.gov.kw/


Internal audit and control; https://www.kia.gov.kw/


Served 2021-2024; previous experience at KFAED as Deputy Director-General Investment; BSc Accounting Kuwait University; tenure cut short November 2024; https://www.kia.gov.kw/


Mubadala CEO; led significant evolution of company for two decades; 20+ years experience; https://www.mubadala.com/


Strategic oversight of investment portfolio and special projects; Chairman Waha Capital and Mubadala Capital; Masters Public Policy Harvard; Bachelor Foreign Service Georgetown; https://www.mubadala.com/


Oversees Human Capital, Corporate Services, Digital/Technology, Government Affairs, Community Affairs; Chairman EGA 2025+; Investment Committee member; BSc Aeronautical Engineering Embry Riddle; Six Sigma Black Belt; https://www.mubadala.com/


Strategy and risk oversight; Investment Committee member; https://www.mubadala.com/


Investment Committee member; leads credit strategy; $330B AUM oversight; https://www.mubadala.com/


Legal and governance oversight; Investment Committee member; https://www.mubadala.com/


Financial strategy and capital management; Investment Committee member; https://www.mubadala.com/


Investment Committee member at Mubadala; UAE investment leadership; https://www.mubadala.com/


Domestic UAE investment strategy; Investment Committee member; https://www.mubadala.com/


Real estate, infrastructure, and physical asset strategy; Investment Committee member; https://www.mubadala.com/


Private equity investment leadership; Investment Committee member; international executive; https://www.mubadala.com/


Private equity co-leadership; Investment Committee member; international executive; https://www.mubadala.com/


Member of UAE ruling family on Mubadala board; https://www.mubadala.com/


UAE ministry representation; https://www.mubadala.com/


UAE business and energy leadership; https://www.mubadala.com/


UAE corporate governance participation; https://www.mubadala.com/


UAE leadership representation; https://www.mubadala.com/


Governor of PIF since 2019; day-to-day leadership


Head of Investment Strategy and Economic Insights 2024-2026; now Minister of Investment


Chief Financial Officer since 2016; Global Capital Finance leadership


PIF Board Member; Minister of Economy and Planning


Chief Investment Officer, Alternative Investments Department


Chief Executive Officer since November 2024


Former CEO QIA (September 2018-November 2024)


Acting Executive Director, Planning & Senior Management Support


Acting Executive Director, Operations & Administration


Acting Executive Director, Alternative Investments


Acting Executive Director, General Reserve


Acting Executive Director, Marketable Securities


Acting President, Debt Settlement Office


Acting Director, Board of Directors Office


Managing Director and Group Chief Executive Officer


Deputy Group CEO; Investment Committee member


Deputy Group CEO and Chief Corporate & Human Capital Officer; Investment Committee member


Chief Strategy & Risk Officer; Investment Committee member


CEO Credit and Special Situations; Investment Committee member


Chief Legal Officer; Investment Committee member


Chief Financial Officer; Investment Committee member


CEO Abu Dhabi Investment Council; Investment Committee member


CEO UAE Investments; Investment Committee member


CEO Real Assets; Investment Committee member


Co-CEO Private Equity; Investment Committee member


Board member; complementary UAE investment entity


Head of Finance and Investment Operations


Head Investment Manager, Direct Investments


Head Investment Manager, Private Investments


Investment Associate, Private Investments


Head Investment Manager, Public Securities


Assistant Director Investment Operations


Senior Data Analyst Investment Operations


Senior Relationship and Infrastructure Manager


Head of Human Resources and Administration


Jeff Bezos personal venture capital vehicle, based in Mercer Island, Washington, managing 91 portfolio companies


Bill Gates family office, based in Kirkland, Washington, managing ~$175 billion in assets


Cascade Investment - 30+ year tenure overseeing Gates family wealth, hired 1994 - https://pipelineroad.com/directory/cascade-investment


Cascade Investment - Direct private equity and real asset portfolio oversight, joined 1996, Board of Deere & Company - https://www.linkedin.com/in/alan-heuberger-a03906325/


George Soros family office, based in New York City, managing ~$28 billion in assets


Soros Fund Management - CEO and CIO overseeing multi-strategy global investment portfolio - https://sorosfundmgmt.com/about/leadership/


Soros Fund Management - COO - https://sorosfundmgmt.com/about/leadership/


Soros Fund Management - Senior investment leadership - https://sorosfundmgmt.com/about/leadership/


Soros Fund Management - Credit strategy leadership - https://sorosfundmgmt.com/about/leadership/


Soros Fund Management - Systematic investment strategy - https://sorosfundmgmt.com/about/leadership/


Soros Fund Management - CAO - https://sorosfundmgmt.com/about/leadership/


Soros Fund Management - Legal and compliance leadership - https://sorosfundmgmt.com/about/leadership/


Soros Fund Management - ESG and impact strategy - https://sorosfundmgmt.com/about/leadership/


Soros Fund Management - Capital markets - https://sorosfundmgmt.com/about/leadership/


Soros Fund Management - CTO - https://sorosfundmgmt.com/about/leadership/


Soros Fund Management - Risk management - https://sorosfundmgmt.com/about/leadership/


Soros Fund Management - Stockholm-based partner - https://tracxn.com/d/single-family-office/sorosfundmanagement/


Soros Fund Management - Founder and principal investor - https://tracxn.com/d/single-family-office/sorosfundmanagement/


Soros Fund Management - New York-based partner - https://tracxn.com/d/single-family-office/sorosfundmanagement/


Soros Fund Management - Tiverton-based partner - https://tracxn.com/d/single-family-office/sorosfundmanagement/


Soros Fund Management - US-based principal - https://tracxn.com/d/single-family-office/sorosfundmanagement/


Soros Fund Management - London-based principal - https://tracxn.com/d/single-family-office/sorosfundmanagement/


Soros Fund Management - New York-based principal - https://tracxn.com/d/single-family-office/sorosfundmanagement/


Pritzker family office managing $15 billion, based in Chicago with Hyatt and other family enterprises


The Pritzker Organization - Principal family office leader for 25+ years, oversees 1902 Capital as primary investment vehicle - https://pritzkerorg.com/about-us/


Pritzker Private Capital (PPC) - 20+ years as active investor and board member in middle-market companies - https://www.ppcpartners.com/team


Pritzker Private Capital (PPC) - Investment leadership - https://www.ppcpartners.com/team


Pritzker Private Capital (PPC) - Operations leadership - https://www.ppcpartners.com/team


Pritzker Private Capital (PPC) - CFO - https://www.ppcpartners.com/team


Pritzker Private Capital (PPC) - COO and General Counsel - https://www.ppcpartners.com/team


Pritzker Private Capital (PPC) - Strategic partnerships - https://www.ppcpartners.com/team


Walton family office (Walmart family), based in Bentonville, Arkansas, managing $225 billion - world's largest family office


Walton Enterprises - CEO overseeing family office and WIT LLC investment operations - https://rocketreach.co/rupal-poltack-email_53377484


Walton Enterprises - Legal leadership, based in Bentonville, AR - https://rocketreach.co/sean-evans-email_66372212


Michael Dell family office, formerly MSD Capital, based in New York City, managing ~$60 billion across 150+ investment professionals


DFO Management - Joined 2021, former Goldman Sachs Co-Head Investment Banking, 28 years at Goldman Sachs, Board of BlackRock 2026 - https://www.dellfamilyoffice.com/leadership


DFO Management - Joined 1999, Partner since 2008, legal strategy oversight - https://www.dellfamilyoffice.com/leadership


DFO Management - Joined 2022, 20+ years experience in real estate and investment management, manages portfolio diversification strategy - https://www.dellfamilyoffice.com/leadership


Multi-family office managing $80-100 billion for tech founders including Zuckerberg, Dorsey, Hoffman, based in San Francisco


ICONIQ Capital - Founded 2011 with Divesh Makan and Chad Boeding, previously Goldman Sachs and Morgan Stanley wealth advisor - https://www.crunchbase.com/person/michael-anders


ICONIQ Capital - Co-founder December 2011, early relationship with Mark Zuckerberg at Facebook, Goldman Sachs/Morgan Stanley background - https://everipedia.org/wiki/lang_en/divesh-makan


ICONIQ Capital - Leads growth equity platform with $21 billion in capital commitments, Stanford MBA, Dartmouth 1993 - https://www.crunchbase.com/person/will-griffith


ICONIQ Capital - Joined June 2018, COO - https://www.comparably.com/companies/iconiq-capital/executive-team


ICONIQ Capital - Legal and compliance leadership - https://www.comparably.com/companies/iconiq-capital/executive-team


ICONIQ Capital - Investment management leadership - https://www.comparably.com/companies/iconiq-capital/executive-team


ICONIQ Capital - HR leadership - https://www.comparably.com/companies/iconiq-capital/executive-team


ICONIQ Capital - CIO, formerly Managing Director at BlackRock CIO/Head of Alternative Solutions - https://www.crunchbase.com/person/nugi-jakobishvili


Michael Bloomberg family office managing ~$12 billion in assets, philanthropic and personal wealth management, based in New York


Willett Advisors - Founder and principal, manages personal and Bloomberg Philanthropies assets


Chief Investment Officer overseeing Gates family wealth since 1994 - https://pipelineroad.com/directory/cascade-investment


Senior Investment Manager managing private equity and real assets portfolio - https://www.linkedin.com/in/alan-heuberger-a03906325/


Cascade Investment is the primary wealth vehicle for Bill Gates, ~$175 billion in assets


CEO and CIO of Soros Fund Management - https://sorosfundmgmt.com/about/leadership/


Chief Operating Officer at Soros Fund Management - https://sorosfundmgmt.com/about/leadership/


Global Head of Equities and Head of London Office - https://sorosfundmgmt.com/about/leadership/


Global Head of Credit - https://sorosfundmgmt.com/about/leadership/


Global Head of Trade Execution and Systematic Investing - https://sorosfundmgmt.com/about/leadership/


Chief Administrative Officer - https://sorosfundmgmt.com/about/leadership/


General Counsel and Chief Compliance Officer - https://sorosfundmgmt.com/about/leadership/


Chief Sustainability Officer and Head of Impact Strategy - https://sorosfundmgmt.com/about/leadership/


Global Head of Equity Capital Markets - https://sorosfundmgmt.com/about/leadership/


Chief Technology Officer - https://sorosfundmgmt.com/about/leadership/


Chief Risk Officer - https://sorosfundmgmt.com/about/leadership/


Partner based in Stockholm - https://tracxn.com/d/single-family-office/sorosfundmanagement/


Founded Soros Fund Management in 1970 - https://tracxn.com/d/single-family-office/sorosfundmanagement/


Partner based in New York City - https://tracxn.com/d/single-family-office/sorosfundmanagement/


Partner based in Tiverton - https://tracxn.com/d/single-family-office/sorosfundmanagement/


Principal based in United States - https://tracxn.com/d/single-family-office/sorosfundmanagement/


Principal based in London - https://tracxn.com/d/single-family-office/sorosfundmanagement/


Principal based in New York City - https://tracxn.com/d/single-family-office/sorosfundmanagement/


Soros Fund Management serves as primary asset manager for George Soros and Open Society Foundations


Executive Chairman and leader for 25+ years at The Pritzker Organization - https://pritzkerorg.com/about-us/


Chief Executive Officer and President at Walton Enterprises - https://rocketreach.co/rupal-poltack-email_53377484


President and General Counsel at Walton Enterprises - https://rocketreach.co/sean-evans-email_66372212


Chairman and Chief Executive Officer at DFO Management, joined 2021 - https://www.dellfamilyoffice.com/leadership


President and Chief Legal Officer at DFO Management, joined 1999 - https://www.dellfamilyoffice.com/leadership


Chief Investment Officer at DFO Management, joined 2022 - https://www.dellfamilyoffice.com/leadership


DFO Management (formerly MSD Capital) is the family office managing Michael Dell's wealth and investments


Founding Partner and CEO at ICONIQ Capital, founded December 2011 - https://www.crunchbase.com/person/michael-anders


Founding Partner at ICONIQ Capital, founded December 2011 - https://everipedia.org/wiki/lang_en/divesh-makan


Partner and Founder of ICONIQ Growth equity platform at ICONIQ Capital - https://www.crunchbase.com/person/will-griffith


Chief Operating Officer at ICONIQ Capital, joined June 2018 - https://www.comparably.com/companies/iconiq-capital/executive-team


General Counsel and Chief Compliance Officer at ICONIQ Capital - https://www.comparably.com/companies/iconiq-capital/executive-team


President of Investment Management at ICONIQ Capital - https://www.comparably.com/companies/iconiq-capital/executive-team


Senior Vice President of Human Resources at ICONIQ Capital - https://www.comparably.com/companies/iconiq-capital/executive-team


Chief Investment Officer at ICONIQ Capital, formerly BlackRock Managing Director - https://www.crunchbase.com/person/nugi-jakobishvili


ICONIQ Capital manages investments for Mark Zuckerberg and other tech founders, $80-100 billion AUM


Michael Bloomberg founded Willett Advisors to manage personal and philanthropic wealth


Willett Advisors manages Michael Bloomberg's personal and philanthropic assets, ~$12 billion


Ford Foundation - https://www.fordfoundation.org/about/people/eric-doppstadt/


William & Flora Hewlett Foundation - https://hewlett.org/people/brett-johnson/


David and Lucile Packard Foundation - https://www.packard.org/about-the-foundation/our-people/bio/kimberly-sargent-3/


Rockefeller Foundation - https://www.rockefellerfoundation.org/profiles/chun-lai/


Cascade Investment / Bill & Melinda Gates Foundation Trust - https://cascadeassetmanagement.com/meet-our-leadership/


Gates Foundation - https://sif.gatesfoundation.org/our-team/thong-le


MacArthur Foundation - https://www.macfound.org/about/people/mark-j-franke


MacArthur Foundation - https://www.macfound.org/about/people/melissa-richlen


MacArthur Foundation - https://www.macfound.org/about/people/joe-rumph


MacArthur Foundation - https://www.macfound.org/about/people/buck-betten


MacArthur Foundation - https://www.macfound.org/about/people/eric-vaang


MacArthur Foundation - https://www.macfound.org/about/people/caixia-ziegler


William & Flora Hewlett Foundation - https://hewlett.org/people/dwight-koda/


Soros Economic Development Fund / Open Society Foundations - https://uk.linkedin.com/in/catherineisabellecax


Soros Economic Development Fund - https://www.opensocietyfoundations.org/newsroom/open-society-s-impact-investment-fund-names-new-ceo


Robert Wood Johnson Foundation - https://www.rwjf.org/en/about-rwjf/newsroom/2021/05/rwjf-announces-200-million-allocation-for--impact-investments-directed-by-kimberlee-cornett.html


Kresge Foundation - https://kresge.org/news-views/kresge-elevates-new-investment-office-leadership/


Gates Foundation Strategic Investment Fund - https://sif.gatesfoundation.org/our-team/


Gates Foundation SIF Investment Committee - https://sif.gatesfoundation.org/our-team/


Manages $16.6 billion endowment - https://www.fordfoundation.org/


Manages ~$9 billion endowment - https://www.macfound.org/


Manages ~$14 billion endowment - https://hewlett.org/


Manages $10 billion endowment - https://www.packard.org/


Manages $6-7 billion endowment - https://www.rockefellerfoundation.org/


Manages ~$67 billion - https://www.gatesfoundation.org/


Uses equity, debt, and guarantee tools for impact - https://sif.gatesfoundation.org/


Manages $625 million impact investment allocation - https://www.rwjf.org/


Strong impact investing and community development focus - https://kresge.org/


Includes Soros Economic Development Fund for impact investing - https://www.opensocietyfoundations.org/


Deployed over $400 million in private-sector investments - https://www.soroseconomicdevelopmentfund.org/


Manages $115+ billion in personal assets plus $67 billion foundation trust - https://cascadeassetmanagement.com/


Patrick James Heron is Managing Partner, serves on Gates SIF Committee - Founded by venture investors


Sundar Kodiyalam is Managing Partner, serves on Gates SIF Investment Committee


Sandeep Singhal is Senior Advisor, serves on Gates SIF Investment Committee


Manages Gates Foundation Trust endowment - https://www.bailliegifford.com/


Manages Gates Foundation Trust endowment investments


Vice President and Chief Investment Officer since 2009 - https://www.fordfoundation.org/about/people/eric-doppstadt/


Vice President and Chief Investment Officer, started June 17, 2025 - https://www.macfound.org/press/press-releases/bola-olusanya-named-vice-president-and-chief-investments-officer


Chief Investment Officer, manages $14 billion portfolio - https://hewlett.org/people/brett-johnson/


Chief Investment Officer, started January 2018 - https://www.packard.org/about-the-foundation/our-people/bio/kimberly-sargent-3/


Chief Investment Officer since 2019 - https://www.rockefellerfoundation.org/profiles/chun-lai/


Chief Investment Officer since 1994 - https://cascadeassetmanagement.com/meet-our-leadership/


Chief Investment Officer and founder, manages Gates personal wealth and foundation trust


Investment Director and Managing Partner - https://sif.gatesfoundation.org/our-team/thong-le


Managing Director, Private Equities since 1999 - https://www.macfound.org/about/people/mark-j-franke


Director, Private Equities - https://www.macfound.org/about/people/melissa-richlen


Managing Director, Fixed Income and Alpha Strategies - https://www.macfound.org/about/people/joe-rumph


Deputy Chief Investment Officer - https://www.macfound.org/about/people/buck-betten


Managing Director, Public Equities and Alpha Strategies - https://www.macfound.org/about/people/eric-vaang


Managing Director, Real Assets and Sustainable Investments - https://www.macfound.org/about/people/caixia-ziegler


Chief Financial Officer and Treasurer - https://hewlett.org/people/dwight-koda/


Director of Investments - https://uk.linkedin.com/in/catherineisabellecax


Director of Impact Investments, joined 2020 - https://www.rwjf.org/en/about-rwjf/newsroom/2021/05/rwjf-announces-200-million-allocation-for--impact-investments-directed-by-kimberlee-cornett.html


Vice President and Chief Investment Officer - https://kresge.org/news-views/kresge-elevates-new-investment-office-leadership/


Managing Director, Investment Office - https://kresge.org/news-views/kresge-elevates-new-investment-office-leadership/


Investment Director - https://kresge.org/news-views/kresge-elevates-new-investment-office-leadership/


Associate Investment Director, Public Markets - https://kresge.org/news-views/three-new-staff-members-join-kresges-investment-and-communications-teams/


Director, Volume Guarantees and Senior Financial Advisor - https://sif.gatesfoundation.org/our-team/


Founding Partner - https://sif.gatesfoundation.org/our-team/


Senior Investment Coordinator - https://sif.gatesfoundation.org/our-team/


Deputy Director, Legal - https://sif.gatesfoundation.org/our-team/


Partner & Head of South Asia Investments - https://sif.gatesfoundation.org/our-team/


Program Manager - https://sif.gatesfoundation.org/our-team/


Serves on SIF Investment Committee - https://sif.gatesfoundation.org/our-team/


External investment manager for foundation trust endowment


Impact investment arm - https://www.soroseconomicdevelopmentfund.org/


Previous role: Associate Director/Head of Real Estate before joining MacArthur


Assumed CIO role Feb 2025; grew Georgetown endowment from $1B to $3.7B during 14-year tenure as CIO; manages $13B Johns Hopkins endowment


CIO 2017-2024 (7 years); led $9B endowment; joined Pritzker Group Asset Management (15 years private sector); transitioned to CCFO Denver family office Q3 2024


Interim CIO after Michael Barry's departure to Johns Hopkins; leads search for permanent successor


Transitioned Q1 2026 from Cleveland Clinic; led $33B assets; Cleveland Clinic's first internal CIO (2015); insourced largest OCIO in endowment sector; built 23-person team


Interim CIO post-Strein departure; 8-year tenure at Cleveland Clinic; previously Managing Director of Credit Portfolio; prior: Fixed-Income PM at PNC Capital, Credit Trader at Goldman Sachs


Current leader of $34B pension fund; corporate finance executive from ExxonMobil treasurer's office; assumed role after Colin Kerwin retirement (2018)


Led $34B pension fund 2003-2018 (15 years); 34-year ExxonMobil tenure; $12.78B US + $21.46B overseas assets; BS Chemical Engineering MIT 1982, MBA Dartmouth 1984


Oversees Mayo endowment and pension plan; Co-CIO 2015-2020, standalone CIO 2021-present; manages $11.8B Mayo Pension Plan assets


Current GE CIO overseeing global pension assets; previously IBM CIO 2016-2019 managing $150B pension; transitioned to IBM Chief Analytics Officer 2019


Pensions and investment leadership at major healthcare system; named to role overseeing Kaiser's investment office operations


CTIO leading Kaiser's technology strategy; separate from investment operations


$13B endowment under Michael Barry; located Baltimore, MD; academic medical center


$3.7B endowment (post-Barry tenure); led by Chris Gill interim; transitioned from Michael Barry


$14B endowment now led by Stefan Strein from Cleveland Clinic


$33B assets under management; $17B long/short-term + $16B defined contribution; Ohio-based major healthcare system


$11.8B Mayo Pension Plan assets (as of 12/31/24); Rochester-based major academic medical center


Major US healthcare system; investment office led by Steve Algert; portfolio restructuring with $3.5B PE disposition 2026


$34B total assets; $12.78B US + $21.46B overseas; led by Phil Newman; portfolio management via internal team


$150B+ assets; led by structured CIO team; Harshal Chaudhari former CIO 2016-2019; reopened defined benefit plan 2023


Global pension assets; led by Harshal Chaudhari as CIO 2020-present; major industrial company


Transitioning from internal VIMCO to Goldman Sachs OCIO model; shutdown effective July 2026; manages Frontier Communications integration


$40B+ OCIO mandate growth 2025-2026; managing Verizon, Shell, UPS pension assets; acquiring Verizon VIMCO portfolio July 2026


Employed Jason Perlioni for 15 years prior to Johns Hopkins CIO role; Illinois-based family office operations


Denver-based; founded 2010; manages $3B for UHNW families; Jason Perlioni joined post-Johns Hopkins 2024


Timothy Compan worked as Fixed-Income Portfolio Manager before joining Cleveland Clinic


Conducted executive CIO search for Johns Hopkins; placed Michael Barry


Top 3 US Catholic health system by size; portfolio restructuring with divestitures 2025-2026; investment strategy focused on cost management


Large Catholic health system; $20B operating revenue FY2026; $200M operating income; stable 1% operating margin


Assumed Feb 2025; https://www.ai-cio.com/news/johns-hopkins-hires-georgetowns-mike-barry-as-cio/


CIO 2011-2025; grew endowment $1B→$3.7B; https://www.institutionalinvestor.com/article/2ecbui7ffswakc3j19ukg/corner-office/johns-hopkins-lands-new-cio-from-georgetown


CIO 2017-2024; transitioned to family office; https://www.ai-cio.com/news/former-johns-hopkins-cio-joins-colorado-family-office/


Interim CIO after Barry transition; https://www.institutionalinvestor.com/article/2ecbui7ffswakc3j19ukg/corner-office/johns-hopkins-lands-new-cio-from-georgetown


Transitioned Q1 2026 from Cleveland Clinic; https://www.ai-cio.com/news/stefan-strein-unc/


First internal CIO 2015-2026; led $33B assets; https://www.ai-cio.com/news/cleveland-clinic-creates-internal-cio-role/


8-year tenure; interim CIO post-Strein; https://www.ai-cio.com/news/cleveland-clinic-names-timothy-compan-interim-cio/


Prior role before Cleveland Clinic; https://www.crainscleveland.com/health-care/ccl-cleveland-clinic-interim-cio-20260324/


Current leader of $34B pension fund; treasurer's office background; https://www.zoominfo.com/p/Phillip-Newman/-1235926557


Co-CIO 2015-2020, solo CIO 2021-present; manages $11.8B; https://www.linkedin.com/in/paul-gorman-3b57956/


Current GE CIO 2020-present; oversees global pension assets; https://www.pgim.com/interview/ge-cio-harshal-chaudhari


IBM CIO 2016-2019; managed $150B pension assets; https://www.ai-cio.com/news/breaking-news-chaudhari-leaves-ibm-general-electric-cio-job/


Leads Kaiser investment office; https://www.connectmoney.com/stories/kaiser-permanente-names-steve-algert-executive-director-pensions-and-investments/


2003-2018 (15 years); 34-year ExxonMobil tenure; $34B assets; https://www.institutionalinvestor.com/article/b1bfrcjfm8xltt/ExxonMobil-Investment-Chief-Steps-Down


Executive recruiter who conducted Johns Hopkins CIO search; https://www.braddockmatthewsbarrett.com/news/johns-hopkins-lands-new-cio-from-georgetown


Verizon shutting VIMCO, outsourcing to GSAM OCIO model; effective July 2026; https://www.marketsgroup.org/news/verizon-to-move-pension-asset-management-to-goldman-sachs-ocio


15-year tenure before Johns Hopkins CIO 2017; https://www.ai-cio.com/news/former-johns-hopkins-cio-joins-colorado-family-office/


New York State Common Retirement Fund | Appointed August 2019 | 20+ years Wall Street experience (Bank of America, Barclays Capital, Lehman Brothers, JP Morgan) | Yale University, summa cum laude, B.S. Applied Mathematics | https://www.osc.ny.gov/common-retirement-fund/resources/nys-common-retirement-fund-contacts


New York State Common Retirement Fund | Appointed August 2020 | Previously Director of Credit portfolio | Started at CRF June 2015 | Over a decade equity derivative sales at JP Morgan, Barclays, Jefferies | University of Florida physics, Brown University M.S. physics | https://www.osc.ny.gov/common-retirement-fund/resources/nys-common-retirement-fund-contacts


New York State Common Retirement Fund | Oversees public equities portfolio | https://www.osc.ny.gov/common-retirement-fund/resources/nys-common-retirement-fund-contacts


New York State Common Retirement Fund | Oversees $37 billion portfolio | At CRF since 1997 | BS Management Rutgers, MS Real Estate Finance NYU | https://www.osc.ny.gov/common-retirement-fund/resources/nys-common-retirement-fund-contacts


New York State Common Retirement Fund | https://www.osc.ny.gov/common-retirement-fund/resources/nys-common-retirement-fund-contacts


Office of the New York State Comptroller | Sole trustee of Common Retirement Fund | https://www.osc.ny.gov/common-retirement-fund


NYC Comptroller's Bureau of Asset Management | Appointed permanent CIO March 2026 | Previously Interim CIO (January 2026) | 30+ years experience CIO and investment advisor | President AFL-CIO Investment Trust Corporation until January 2024 | Previously Executive Director Investments National Electrical Benefit Fund (10 years), CIO Machinists National Pension Fund | Carleton College B.A., Universit


Office of the New York City Comptroller | Oversees Bureau of Asset Management for $308.83B portfolio | Five public pension systems | https://comptroller.nyc.gov/services/financial-matters/pension/overview/


NYC Bureau of Asset Management | Cherokee ancestry | Leads Economically Targeted Investment (ETI) program | Oversees diverse and emerging manager programs and ESG initiatives | Founded Red-Horse Financial Group (first Native American-owned investment bank) | Previously Drexel Burnham Lambert | Top 100 CFO award, NAWBO Hall of Fame | Reports to CIO | https://comptroller.nyc.gov/newsroom/nyc-comptro


South Carolina Retirement System Investment Commission (RSIC) | Appointed permanent CIO October 16, 2025 | Previously interim CIO (July 2025+) | Deputy CIO August 2023 | Managing Director Public Markets 2018 | Director Public Markets 2014 | Senior Investment Officer June 2012 | Joined RSIC 2012 | 10+ years PA SERS experience | CFA August 2011, CAIA May 2019 | $50.3 billion AUM | https://www.market


South Carolina Retirement System Investment Commission | Left July 2025 for University of Rochester Endowment CIO role | https://www.marketsgroup.org/news/south-carolina-rsics-cio-departing-dcio-moves-into-chief-role


Virginia Retirement System | Appointed 2022 | Previously CIO Rhode Island pension plan (defined contribution and 529 plans) | Wilshire Associates: Managing Director and President (2015-2020) | MBA Wharton, B.S. Business Oklahoma City University | Manages $100B+ fund serving 773,000 members | https://www.varetire.org/about/leadership/


Virginia Retirement System | Chief administrative officer | https://www.varetire.org/about/leadership/


Virginia Retirement System | https://www.varetire.org/about/leadership/


Virginia Retirement System | PhD | https://www.varetire.org/about/leadership/


Washington State Investment Board | Appointed CEO January 2022 | Previously Chief Investment Officer | Joined WSIB 2009 | 20+ years investment management experience | Appointed to Ownership Works board June 2026 | Bloomberg profile, FCLTGlobal team member | https://www.sib.wa.gov/docs/info/ceo.pdf


Washington State Investment Board | Promoted to CIO February 2022 | Joined WSIB 2019 | 30+ years finance and investment sector | Previously Acting CIO Group Health Foundation | Investment professional Cascade Asset Management (Bill & Melinda Gates Foundation work) | https://www.marketsgroup.org/news/wsib-commits-1-2b-to-pe-cio-on-current-market-concerns


Pennsylvania Public School Employees' Retirement System (PSERS) | Started January 17, 2023 | U.S. Marine veteran | 25+ years corporate leadership, investment, internal control experience | Ed.D., CFA | Previously Senior Managing Director United Auto Workers Retiree Medical Benefits Trust | Ford Motor Co. roles: investment, treasury, risk management | Thunderbird School Global Management M.S. Inter


Pennsylvania Public School Employees' Retirement System | Re-elected 2026 | Prior 2020-2022 PSERS board service | Former PA Department of Banking and Securities Secretary | Leadership roles: government, energy, finance, nonprofit | https://www.pa.gov/agencies/psers/newsroom/01092026


Pennsylvania Public School Employees' Retirement System | Re-elected 2026 | https://www.pa.gov/agencies/psers/newsroom/01092026


Oregon State Treasury | Manages OPERF (Oregon Public Employees Retirement Fund) | CIO since 2020 | Salary $810,030 (highest-paid state employee) | Named to 2026 elite institutional CIO list | Oversees $100B pension fund | https://rocketreach.co/rex-kim-email_18183175


Oregon State Treasury | 30th Treasurer | First woman and first physician Treasurer | Ex officio member Oregon Investment Council | https://www.oregon.gov/treasury/pages/about-treasurer-steiner.aspx


Oregon PERS | Oversees administration statewide system serving 347,000+ members | Ex officio OIC member | https://www.oregon.gov/treasury/invested-for-oregon/pages/oregon-investment-council.aspx


Oregon Investment Council | Partner Oregon Venture Fund | Leads fund's due diligence and research into prospective investments | https://www.oregon.gov/treasury/invested-for-oregon/pages/oregon-investment-council.aspx


Oregon Investment Council | Retired | Former President Intel Foundation | Shaped global mission | https://www.oregon.gov/treasury/invested-for-oregon/pages/oregon-investment-council.aspx


Oregon Investment Council | Oregon Business for Climate | Decades executive, non-profit, board experience | Climate and equity focus | https://www.oregon.gov/treasury/invested-for-oregon/pages/oregon-investment-council.aspx


Oregon Investment Council | M.J. Murdock Charitable Trust | Leads trust investment team | Manages Trustees' portfolio | https://www.oregon.gov/treasury/invested-for-oregon/pages/oregon-investment-council.aspx


$297.8 billion AUM (December 31, 2025) | Third-largest US public pension fund | Managed by NYS Office of Comptroller | Thomas P. DiNapoli sole trustee | https://www.osc.ny.gov/common-retirement-fund


Five NYC public pension systems | $308.83 billion AUM (2026) | Overseen by NYC Comptroller | https://comptroller.nyc.gov/services/financial-matters/pension/overview/


$50.3 billion AUM | RSIC | https://www.rsic.sc.gov/


$100+ billion AUM | Serves 773,000+ members | https://www.varetire.org/investments/


$230.5 billion AUM (Sept 30, 2025) | Manages 40 separate funds: 18 retirement plans, 6 industrial insurance funds, 7 permanent funds | 105 staff | https://www.sib.wa.gov/


$100 billion AUM | Managed by Oregon State Treasury | Overseen by Oregon Investment Council | https://www.oregon.gov/treasury/invested-for-oregon/pages/default.aspx


$81.2 billion AUM (June 30, 2025) | PSERS | 500,000+ members | 65 internal investment professionals | https://www.pa.gov/agencies/psers


Monte Tarbox served as President until January 2024 | https://comptroller.nyc.gov/newsroom/monte-tarbox-selected-as-chief-investment-officer-for-the-office-of-the-new-york-city-comptrollers-bureau-of-asset-management/


Monte Tarbox served as Executive Director Investments (10 years) | https://comptroller.nyc.gov/newsroom/monte-tarbox-selected-as-chief-investment-officer-for-the-office-of-the-new-york-city-comptrollers-bureau-of-asset-management/


Monte Tarbox served as CIO | https://comptroller.nyc.gov/newsroom/monte-tarbox-selected-as-chief-investment-officer-for-the-office-of-the-new-york-city-comptrollers-bureau-of-asset-management/


Monte Tarbox held senior roles at IFM Investors | https://comptroller.nyc.gov/newsroom/monte-tarbox-selected-as-chief-investment-officer-for-the-office-of-the-new-york-city-comptrollers-bureau-of-asset-management/


First Native American-owned investment bank | Founded by Valerie Red-Horse Mohl | https://comptroller.nyc.gov/newsroom/nyc-comptroller-lander-announces-the-appointment-of-valerie-red-horse-mohl-as-deputy-chief-investment-officer-for-responsible-investing-for-the-bureau-of-asset-management/


Alline Akintore is Partner | https://www.oregon.gov/treasury/invested-for-oregon/pages/oregon-investment-council.aspx


Pia Wilson-Body former President | https://www.oregon.gov/treasury/invested-for-oregon/pages/oregon-investment-council.aspx


Elmer Huh leads investment team | https://www.oregon.gov/treasury/invested-for-oregon/pages/oregon-investment-council.aspx


Geoffrey Berg joined as CIO July 2025 (from SC RSIC) | https://www.marketsgroup.org/news/south-carolina-rsics-cio-departing-dcio-moves-into-chief-role


Christopher Hanak served as investment professional | Works with Bill & Melinda Gates Foundation | Formerly BMGI | https://www.marketsgroup.org/news/wsib-commits-1-2b-to-pe-cio-on-current-market-concerns


Christopher Hanak served as Acting CIO | https://www.marketsgroup.org/news/wsib-commits-1-2b-to-pe-cio-on-current-market-concerns


Chief Investment Officer since August 2019


Deputy Chief Investment Officer since August 2020


Director of Real Estate & Real Assets since 1997


In-State Private Equity Investment Program Director


Sustainable Investments and Climate Solutions Director


New York State Comptroller, sole trustee


Chief Investment Officer & Deputy Comptroller for Asset Management, appointed permanent March 2026


Chief Investment Officer since October 16, 2025


Investment Advisory Committee Vice Chair


Chief Executive Officer since January 2022; previously CIO


Chief Investment Officer since February 2022


Chief Investment Officer since January 17, 2023


Chief Investment Officer at Oregon State Treasury since 2020


Oregon State Treasurer, ex officio Oregon Investment Council member


Executive Director Investments for 10 years


Senior roles at global institutional investor


Founded first Native American-owned investment bank


Leads investment team at M.J. Murdock Charitable Trust


Former Chief Investment Officer, left July 2025 for University of Rochester


Investment professional at Cascade Asset Management


Manages ~$110.5B in assets for Michigan pension and retirement funds


CIO for Michigan Department of Treasury since 2008


Director of Michigan Bureau of Investments


Investment leader in Michigan Bureau of Investments organizational structure


Treasurer of State of Michigan overseeing Bureau of Investments


OPERS manages ~$100B in assets, 11th largest public pension fund in US


CIO of OPERS since June 2018; manages ~55 investment professionals and $100B in assets; 28+ years investment experience


STRS Ohio manages $100.6B in assets, serves 1M+ educators and beneficiaries


Executive Director of STRS Ohio since July 2025; previously ED of North Carolina Retirement Systems 2011-2019


CIO of STRS Ohio; 20+ years private markets experience; leads $19B+ alternatives portfolio


PRIM manages Pension Reserves Investment Trust (PRIT) Fund for Massachusetts public employee pensions


CIO of PRIM; recognized in CIO Magazine's 2025 POWER 100; The Allocator Lifetime Achievement Award Feb 2026


CIOO at PRIM; chairs GIPS Standards Asset Owner Subcommittee


Manages $73.5B in assets for 400,000+ members; MSRPS


CIO of Maryland SRPS as of January 2026; 30+ years investment management experience


Deputy CIO and MD for Public Equity at Maryland SRPS; CFA, CAIA


Investment division leadership at Maryland SRPS


Investment division leadership at Maryland SRPS; also acting for Real Assets


Risk management leadership at Maryland SRPS; CFA, CAIA


Compliance leadership at Maryland SRPS; CIA


Director of Emerging Managers, Durable Capital, and Governance Excellence at Maryland SRPS; J.D.


NJDOI manages $120B+ in assets for 800,000+ pension members; state pension fund manager


CIO of New Jersey Division of Investment since June 2022; CFA, CPA; manages $120B+ assets


Deputy CIO at NJDOI since January 2023; 30+ year career at JP Morgan, Goldman Sachs, BlackRock


Deputy CIO at NJDOI; leads Alternatives, Fixed Income, Trading and Cash Management teams; MBA Columbia


CRPTF manages assets for 212,000 state and municipal employees, teachers, retirees


Treasurer of Connecticut overseeing CRPTF pension funds


CIO of Connecticut Office of the Treasurer Pension Funds Management Division as of 2026


Deputy CIO promoted to this role at Connecticut Office of the Treasurer


TCRS manages multi-billion dollar portfolio for Tennessee public employees; top 5 pension system nationally


CIO of Tennessee Department of Treasury overseeing Investments Division for TCRS


Promoted to Deputy CIO at TCRS; previously director of private equity since 2013


Senior investment professional at TCRS with 20+ years PE experience; CFA, CAIA, FRM


Chief Investment Officer since June 2018


Deputy Executive Director - Investments and CIO


Executive Director and Chief Investment Officer


Chief Investment Officer since January 2026


Managing Director EDGE Program since April 29 2026


Director and Chief Investment Officer since June 2022


Deputy Director and Deputy CIO since January 2023


Deputy Executive Director and Deputy CIO


https://realassets.ipe.com - Europe real estate investment forum


https://www.peievents.com - 100+ operating partner speakers across PE landscape


https://informaconnect.com/superreturn-international/ - 500+ speakers, 2000+ LPs with $50trn AUM


https://informaconnect.com/impower-fundforum/ - 300+ asset management speakers, 50+ countries


https://www.aima.org/events/aima-global-investor-forum-2026.html - 12th edition, institutional allocators & alternative managers


IPE Real Estate Global Conference 2026 - keynote speaker on geopolitics


IPE Real Estate Global Conference 2026 - moderated geopolitics keynote


IPE Real Estate Global Conference 2026 - panel speaker


PEI Operating Partners Forum Europe 2026 speaker


PEI Operating Partners Forum Europe 2026 speaker - leads Global Industrials Sector


FundForum International 2026 - keynote speaker


PEI Operating Partners Forum Europe 2026


PEI Operating Partners Forum Europe 2026 - portfolio of Silver Lake


PEI Operating Partners Forum Europe 2026 - OTPP


Global CIO and Head of Real Estate Solutions


Managing Director, Technology & Digital Value Creation Lead (EMEA)


Operating Advisor, Commercial Excellence


Managing Director, Talent Portfolio Performance


Managing Director, Operating Partner for GMF


Senior Vice President and Head of US Private Equity Practice


Investment Director and Investment Committee Member


Senior Operating Partner, Commercial Excellence


Senior Partner and EMEA Chief Commercial Officer, Private Equity


Head of Special Projects, Private Equity


Head of Technology, Data & AI Portfolio Value Creation


Head of Asset & Transaction Management, UK


Head of Investments & Acquisitions, Real Estate


Sr. Principal, UK & Europe Private Equity M&A Leader


Head of Value Creation - Direct Private Equity


Investment Managing Director EMEA Private Equity


Managing Director, Head of Portfolio Support Group


Senior Investment Manager, Private Equity


Associate Portfolio Manager Infrastructure Equity


Vice President, Global Supply Chain & Procurement


Partner - Global Value Chain Lead & Transfer Pricing


Senior Principal and Commercial & Strategy Lead, Executive Remuneration


Senior Managing Director and Co-Head of Investments


Chief Investment Officer & Managing Director


Chief Investment Officer North America Advisors


events.bloomberglive.com - Major investor conference


thegeforum.com - Elite gathering with $12T+ in LP/Allocator AUM, 600+ attendees, 150+ CEOs, 405 speakers


thegeforum.com - GEF Hong Kong event with 359 speakers


pwm.gs.com - Annual symposium for institutional investors and foundations


cii.org - CII Fall 2026 at Westin Boston Seaport


nacubo.org - Online webinar series Feb 17-Mar 12 for endowment and foundation investment leaders


events.withintelligence.com - April 20-22, 2026, 300+ attendees, 200+ LPs


prea.org - PREA Spring 2026 for institutional real estate investors


crefc.org - June 8-10, 2026 at NY Marriott Marquis, largest gathering of senior CRE finance leaders


milkeninstitute.org - May 3-6, 2026, 1,000 speakers, 5,000 attendees at Beverly Hilton and Waldorf Astoria


mfaalts.org - Feb 23-26, 2026, 5,000+ attendees, 200 speakers, covering all alternative asset classes


mfaalts.org - March 16, 2026 for hedge fund CFOs and finance professionals


acc.aima.org - Feb 23, 2026 at W South Beach, 350+ global LPs and GPs


events.sifma.org - May 11-14, 2026 at JW Marriott Marco Island


events.sifma.org - March 22-25 at Grande Lakes Orlando for compliance officers and general counsels


events.sifma.org - April 15-17 at Ritz-Carlton South Beach


events.govtech.com - Industry Insider briefing with CalPERS and CalSTRS


pwm.gs.com - GS 2026 Institutional Client Symposium speaker


pwm.gs.com - GS 2026 Institutional Client Symposium


milkeninstitute.org - Milken 2026 speaker


mfaalts.org - MFA Ops Treasury & Finance 2026 speaker


prea.org - PREA Spring 2026 speaker on macroeconomic analysis


prea.org - PREA Spring 2026 office real estate panel moderator


prea.org - PREA Spring 2026 office real estate panelist


prea.org - PREA Spring 2026 conference co-chair


prea.org - PREA Spring 2026 conference co-chair and moderator


crefc.org - CREFC 2026 keynote on leadership and market innovation


crefc.org - CREFC 2026 keynote on state of CRE market


crefc.org - CREFC 2026 keynote on CRE market opportunities


crefc.org - CREFC 2026 keynote on AI for enterprise


milkeninstitute.org - Milken 2026 speaker, private equity


milkeninstitute.org - Milken 2026 speaker, major LP allocator


milkeninstitute.org - Milken 2026 speaker, foundation allocator


nacubo.org - NACUBO 2026 Endowment Leadership Series speaker


nacubo.org - NACUBO 2026 Endowment Leadership Series moderator


calstrs.com - California State Teachers' Retirement System leadership


calstrs.com - CalSTRS CIO since July 2024


events.sifma.org - SIFMA Operations Conference 2026 speaker


Global financial services firm, major speaker at institutional conferences


Global asset manager, speaker at endowment and institutional conferences


Global consulting firm, speaker at endowment conferences


Global private equity firm, keynote at Milken 2026


Global alternative asset manager, speaker at major conferences


Major public pension fund, speaker at Milken 2026


Major foundation investor, speaker at Milken 2026


Global financial services, speaker Mohamed El-Erian at PREA 2026


Advisory firm, speaker Ian Bremmer at PREA 2026


Major CRE services firm, keynote speakers at CREFC 2026


Major public pension fund, $12T+ in managed assets


Investment solutions provider, speaker at NACUBO 2026


pwm.gs.com - Co-Head of Institutional Client Solutions speaker


pwm.gs.com - Co-Head of Institutional Client Solutions


pwm.gs.com - GS Investment Strategy Group speaker


pwm.gs.com - Global Co-Head Wealth Management speaker


pwm.gs.com - Global Co-Head Wealth Management


pwm.gs.com - Investment Strategy Group speaker


pwm.gs.com - Global Equity Research head speaker


pwm.gs.com - Geopolitical briefing speaker


prea.org - Macroeconomic analysis speaker


prea.org - Office real estate panel moderator


crefc.org - Keynote on CRE opportunities


milkeninstitute.org - Private equity speaker


milkeninstitute.org - Industry association speaker


milkeninstitute.org - Investment banking speaker


milkeninstitute.org - Asset management speaker


milkeninstitute.org - Sovereign fund speaker


milkeninstitute.org - Pension fund CIO speaker


milkeninstitute.org - Pension fund speaker


milkeninstitute.org - Foundation CIO speaker


milkeninstitute.org - External Investing Group speaker


milkeninstitute.org - Private credit speaker


nacubo.org - University endowment CFO speaker


nacubo.org - BlackRock endowment speaker


nacubo.org - University foundation speaker


mfaalts.org - Man Group operational risk speaker


mfaalts.org - Davidson Kempner CFO speaker


mfaalts.org - Hudson Bay Capital speaker


mfaalts.org - Apollo Global Management speaker


mfaalts.org - Bridgewater Associates speaker


mfaalts.org - Marathon Asset Management speaker


mfaalts.org - Balyasny Asset Management speaker


mfaalts.org - Blackstone treasurer speaker


mfaalts.org - Monarch Alternative Capital speaker


mfaalts.org - Goldman Sachs regulatory policy speaker


mfaalts.org - MUFG Investor Services speaker


mfaalts.org - Porterfield, Fettig & Sears speaker


mfaalts.org - McDermott Will & Schulte speaker


mfaalts.org - Lowenstein Sandler speaker


mfaalts.org - MFA Managing Director Research


mfaalts.org - MFA Chief Operating Officer


mfaalts.org - MFA Head Government Affairs


events.sifma.org - SIFMA Executive VP and General Counsel


events.sifma.org - BMO Capital Markets Chief Economist


crefc.org - CBRE Global Client Strategist


crefc.org - CBRE Investment Management CIO


Founder: Vinicius (Vin) Vacanti. Founded 2010 (originally from Yipit pivot). Market position: one of Inc's Best Workplaces three consecutive years.


Co-founded YipitData in 2010 after pivot from Yipit daily deals platform. Led YipitData to 500+ enterprise clients.


Co-founded YipitData in 2013 alongside Vin Vacanti.


Key executive at YipitData's leadership team.


Leads revenue and go-to-market at YipitData.


Founded 2016. Bootstrapped by Rado Lipus. 80 employees across London, New York, Shanghai offices.


Founded Neudata in 2016 and bootstrapped to 80 employees. Holds CFA designation.


Founded 2012, Dublin. Hosts Eagle Alpha Alternative Data Conference (2026 Spring edition March 18). 39 employees.


Leads Eagle Alpha as Chief Executive Officer.


Rebranded from Quandl to Nasdaq Data Link (2021). Integrated into Nasdaq ecosystem.


Founded 2011. Strategic acquisitions: Sentieo (2022), Tegus ($930M, 2024), Carousel (2025).


Co-founded AlphaSense in 2011 with Jack Kokko.


Leads AI and search product initiatives at AlphaSense.


Acquired by AlphaSense May 2022. Founders: Naman Shah and Alap Shah. CEO at acquisition: David Lichtblau.


Co-founded Sentieo. Now part of AlphaSense organization post-acquisition.


Co-founded Sentieo alongside Naman Shah.


CEO of Sentieo at time of AlphaSense acquisition (May 2022).


Public company (NYSE: SMWB). 850+ employees, 9 global offices. Thousands of paying customers.


Led SimilarWeb from Israeli startup to global enterprise with 850+ employees.


Public company. Integrates alt data with traditional financial data for hedge funds and private equity.


Leads FactSet as Chief Executive Officer.


CEO: David Schwimmer. $27bn Refinitiv acquisition (2019-2021). Q1 2026 revenue growth: +10% YoY.


Led transformation of LSEG to global diversified financial markets infrastructure leader. Oversees Refinitiv integration. Q1 2026: +10% revenue growth, highest since Refinitiv acquisition.


Founded 1981. Privately held. Headquartered Midtown Manhattan. Alternative data integrated into Terminal workflow.


Founded Bloomberg L.P. in 1981 with Thomas Secunda, Duncan MacMillan, Charles Zegar, and 12% Merrill Lynch investment.


Serves institutional investors with data-driven research and analytics. Global leader position.


Became CEO of M Science. Led company to nearly double headcount. Board member.


Founded 2012. Co-founders: Tim Harrington and Marc LoPresti. Raised $4M (2024-25) for AI and expansion.


Leads BattleFin platform strategy and industry events.


Co-founded BattleFin in 2012 with Tim Harrington.


Exabel research (2026): 94% of investment managers using AI/ML in alt data research. Acquisition raised $4M funding.


Founded 2003. AI/ML-driven signals for quantitative investors. CEO: Armando Gonzalez.


Built RavenPack from startup to trusted AI/analytics platform for sophisticated quantitative investors. Launched Bigdata.com platform (2026).


Founded 2009. CEO: Ted Bailey. Appointed Balaji Yelamanchili as President/COO (2025).


Built Dataminr into AI platform for risk, event, and threat intelligence.


Appointed President/COO in 2025 after ThreatConnect acquisition.


Founded 2015. Raises Series C funding (Nov 2025, $30M). JPMorgan invested $500M capacity. Preparing autonomous research via Model Context Protocol.


Founded Numerai in 2015. Launched encrypted ML tournament Dec 2015. Growing to $600M+ AUM (2026). Reworking Numerai for autonomous AI research agents.


Founded 2007. WorldQuant Ventures (2014). WorldQuant University (free online MS Financial Engineering). Based Old Greenwich, CT.


Founded WorldQuant 2007. Founded WorldQuant Ventures (2014) and WorldQuant University (2014). Sponsor of Bayeux Tapestry exhibition (Feb 2026).


CEO: Sridhar Ramaswamy. $6B AWS deal (Graviton compute and AI services, 5-year commitment). Financial services use cases: fraud detection, operations optimization.


Positions Snowflake at center of enterprise AI revolution. 2026: AI became real, transformation year for businesses.


CEO: Ali Ghodsi. IPO not in 2026 but likely early 2027. Open table format ecosystem (Delta Lake, Iceberg, Hudi).


Feb 2026: $7B equity and debt announcement. Plans IPO (not 2026, likely 2027). Sees Databricks path to $1 trillion valuation via agents, brainstorm, and AI.


Amazon service. Robinhood case: 500M to 5B tokens daily in 6 months, 80% cost reduction, 50% faster development. Cost allocation by IAM user/role (2026 feature).


Serves institutional investors with alternative data insights.


CEO at AlphaSense acquisition (May 2022)


BattleFin acquired Exabel in December 2024


Co-founded RavenPack in 2003, CEO since 2006


AI data war escalating. Snowflake-AWS deepening ties vs Databricks expansion.


Aladdin - end-to-end investment management platform for risk, portfolio, trading, operations


BlackRock's unified front-to-back office system for trading, risk, and operations


SimCorp Dimension investment management system, includes Axioma risk integration


SimCorp CPTO since 2022, employee since 1995


SimCorp CRO since 2023, employee since 2017


Charles River IMS - front-to-back office platform, competitor to Aladdin


Charles River Development CPO, heads product strategy and cloud transformation


Charles River Development head of Americas operations


Fixed-income electronic trading platform, market leader in TRACE credit trading


Founded MarketAxess in April 2000, CEO 2000-2023, Executive Chairman through 2024


Fixed-income and derivatives electronic trading platform, major competitor to MarketAxess


Tradeweb head of product development and sales strategy


Barra risk models, RiskMetrics, portfolio construction and ESG analytics


Multi-factor risk modeling platform, market leader in enterprise risk management


MSCI CEO since 1998 and Chairman since 2007, 28+ years tenure


MSCI CDO from Goldman Sachs, leads AI and digitization initiatives


MSCI Managing Director and General Counsel


Portfolio optimization and risk analytics, now integrated with SimCorp


Leader in TRM market, owns Murex, Calypso integrations, treasury management suite


ION Group founder and current CEO, former Salomon Brothers


ION Group CTO for Foreign Exchange operations


MX.3 platform for trading, treasury, risk, post-trade ops, 60,000+ daily users in 65 countries


Murex CEO in governance transition from March 2026


Murex Executive Chairman of Board, focused on strategy and customer relations


TRM platform, now part of Nasdaq Financial Technology ecosystem


Calypso CTO and research/development lead


Portfolio analytics, financial data, modeling tools, alternative to Bloomberg


FactSet CEO, appointed to succeed Phil Snow in 2026


FactSet CTO effective March 2, 2026, heads platform modernization and cybersecurity


FactSet CAO effective March 2, 2026, former CTO, leads AI services and capabilities


Deep company fundamentals, M&A data, financial modeling, sell-side analytics focus


S&P Global Market Intelligence President, former IHS Markit


Bloomberg Terminal $31,980/year per seat, messaging, real-time data, trading capabilities


Bloomberg Co-Founder and member of Management Committee


Chat-only startup competitor to Bloomberg messaging services


Acquired Enfusion for $1.5B in 2025, cloud-native front-to-back office platform


Clearwater Analytics CEO and Board Member


Clearwater Analytics COO promoted April 2025


Clearwater Analytics CAO promoted April 2025


Clearwater Analytics President of Risk and Alternative Assets division


Clearwater Analytics Chief Strategy Officer


Cloud-native front-to-back office platform for 1000+ hedge funds and asset managers, acquired by Clearwater 2025


Eze Investment Suite, OMS/EMS, front-to-back platform Eze Eclipse


SS&C Eze head of Eze Investment Suite and Eze Eclipse platform


PE/VC/credit/real estate/infrastructure CRM, fund accounting, compliance, portfolio management


Dynamo Software CEO, 20+ years FinTech and software experience


Dynamo co-founder 1998, CPO and product visionary


CRM, IR, research, portfolio, accounting for PE/VC/hedge funds/endowments/allocators


Backstop Solutions CEO and Chairman of Board


Backstop Solutions CPO, executive committee member


Backstop Solutions CMO, executive committee member


Backstop Solutions first CRO, appointed November 2022


Chief Product and Technology Officer at SimCorp since 2022


Chief Revenue Officer at SimCorp since 2023


SimCorp has integrated Axioma risk platform into Dimension system


Chief Product Officer at Charles River Development


SVP Head of Americas at Charles River Development


Chairman of MarketAxess since January 2025


Chief Financial Officer at Tradeweb Markets


Managing Director and Head of Product & Sales at Tradeweb


Chief Administrative Officer at Tradeweb Markets


Managing Director and Global Head of HR at Tradeweb


Chairman and CEO of MSCI since 1998 and 2007 respectively


Chief Financial Officer at MSCI since May 2016


Chief Data Officer and Global Head of Operations at MSCI


Chief Operating Officer at MSCI as of March 2026


Head of Data Infrastructure and Services at Axioma


ION Group owns and integrates Murex trading platform


Chief Technology Officer and Global Head of R&D at Calypso


Chief Technology Officer at FactSet effective March 2, 2026


Chief AI Officer at FactSet effective March 2, 2026


Chief Financial Officer at FactSet effective April 13, 2026


President of S&P Global Market Intelligence


Chief Executive Officer of Bloomberg since 2023


Director and CFO of Bloomberg since October 2023


Chief Communications Officer at Bloomberg since 2012


Chief Legal Officer at Bloomberg since 2021


CEO and Board Member of Clearwater Analytics


Chief Technology Officer at Clearwater Analytics


Chief Operating Officer at Clearwater Analytics since April 2025


Chief Administrative Officer at Clearwater Analytics since April 2025


Chief Financial Officer at Clearwater Analytics


Chief Revenue Officer at Clearwater Analytics


Chief Marketing Officer at Clearwater Analytics


Chief Legal Officer at Clearwater Analytics


President of Risk and Alternative Assets at Clearwater Analytics


Chief Strategy Officer and President, Asia Pacific at Clearwater Analytics


Clearwater acquired Enfusion for $1.5B, deal closed April 2025


Executive Managing Director, Head of Global Sales at SS&C Eze


Founder and Chief Product Officer at Dynamo Software


Chief Technology Officer at Dynamo Software


Chief Financial Officer at Dynamo Software


Chief Revenue Officer at Dynamo Software


Chief Customer Officer at Dynamo Software


Chief Marketing Officer at Dynamo Software


Chief Administrative and Legal Officer at Dynamo Software


Managing Director of Data Automation at Dynamo Software


Chief Financial Officer at Backstop Solutions


Chief Product Officer at Backstop Solutions


Chief Technology Officer at Backstop Solutions


SVP People & Development and Chief HR Officer at Backstop Solutions


SVP Head of Global Sales at Backstop Solutions


Chief Marketing Officer at Backstop Solutions


Chief Revenue Officer at Backstop Solutions since November 2022


Asia's largest hedge fund (formerly called Hillhouse Capital). Headquarters: Singapore. Offices: Singapore, Hong Kong, Beijing, Shanghai, NYC, London, Abu Dhabi. Founded 2005.


Chinese investor and philanthropist. Forbes net worth estimate $3B as of May 2026.


Hong Kong-based hedge fund. Founded 2014. Specializes in fixed income arbitrage and global macro. Invests in technology focused on human-machine integration.


Founded and leads Symmetry Investments as CIO and Co-CEO.


Hong Kong and New York based hedge fund manager. Founded April 2012. Multiple offices.


Founded BFAM Partners in April 2012 after career at Nomura.


Singapore-based institutional fund platform and solutions provider. Asia's first and largest institutional cross-border fund platform. Established 2005. Acquired by IQ-EQ in 2025.


Co-founded Gordian Capital in 2005. Continues to lead business post IQ-EQ acquisition (2025). Joined IQ-EQ's Asia senior leadership team.


Singapore-based independent, founder and employee-owned investment management boutique. Established 1996. MAS licensed fund manager.


Co-founded Arisaig Partners in 1996 with Lindsay Cooper and Torquil McAlpine.


Co-founded Arisaig Partners in 1996 with James Alexandroff and Torquil McAlpine.


Co-founded Arisaig Partners in 1996 with James Alexandroff and Lindsay Cooper.


Co-CEO structure with Gordon Yeo leading Arisaig Partners (Asia) operations in Singapore.


Co-CEO structure with Rebecca Lewis leading Arisaig Partners Research Services in UK.


Singapore-based hedge fund. Founded 2008. Multi-strategy operations.


Co-founded Dymon Asia Capital in 2008 with Keith Tan.


Co-founded Dymon Asia Capital in 2008 with Danny Yong.


Singapore-based single family office. Established 2021. Represents global interests of Nicky and Jonathan Oppenheimer (South African mining dynasty). Relocated from South Africa to Singapore.


Co-principal of Oppenheimer Generations along with brother Jonathan. Relocated to Singapore to establish Asia operations.


Co-principal of Oppenheimer Generations along with brother Nicky.


Former chief of staff relocated from London to Singapore to build and lead Oppenheimer Generations Asia team.


Principal investment vehicle of Wee family (UOB founders). Established 1967. Holdings: UOB, UOL Group, Pan Pacific Singapore, Parkroyal Collection Pickering. Geographic focus: Southeast Asia with selective global exposure.


Founder of Wee Investments (1967) based on UOB wealth. Passed away February 2024. Built UOB into one of Southeast Asia's largest financial institutions.


Singapore-based private equity and multi-strategy firm. Founded 2008. CEO: Simon Byrne.


CEO of Steppe Capital Pte Ltd since 2008 founding.


Shanghai-based quantitative hedge fund. Founded 2019. One of top 4 quant funds in China post 'Quant Quake' (Feb 2024). Specializes in index-enhanced products and long-only quant strategies.


MIT-trained quantitative researcher who founded Yanfu Investments after leaving Two Sigma. Positioned firm as winner of 2024 'Quant Quake' market disruption.


Hangzhou, Zhejiang-based quantitative hedge fund. Founded February 2016. Co-founded by Liang Wenfeng and two Zhejiang University classmates. Parent company of AI startup DeepSeek. Exited market-neutral strategies in Oct 2024 to run long-only quant. Returned 56.6% in 2025.


Co-founder of High-Flyer Quant (2016). Also founder/CEO of DeepSeek AI. High-Flyer serves as war chest funding DeepSeek development.


Shanghai-based quantitative hedge fund. Founded 2014. First quant fund in China to exceed 100 billion yuan AUM (2020). Also known as Minghong Investment.


PhD physicist from UPenn who worked at Millennium Management before founding China's then-largest quant fund in 2014.


Joined Minghong in 2018 as investment director with 30% ownership stake. Formerly at Citadel Securities.


Tokyo-based asset management firm. Founded 1989. Specializes in private equity, real estate, and infrastructure investments across Japan and USA. Expertise in Japanese and Asian equities. Launched Indian equity strategy in 2025.


Founded SPARX Asset Management (established predecessor in 1989). Built firm into major Japanese and Asian equities manager.


Tokyo-based mega-bank and financial conglomerate. Subsidiary Asset Management One manages $510B AUM. Formed strategic partnership with SPARX (2026) to develop Japan asset management business and co-develop new products.


New Schonfeld Strategic Advisors subsidiary launched 2026. Focused on Asia-Pacific long-short equity strategy. Multi-city operations across Hong Kong, Tokyo, Singapore, and NYC. Starting team: 30 existing staff + new hires.


Leads Triwood Asset Management for Schonfeld with ~30 direct reports. Continues Japan-focused strategies while overseeing broader Asia-Pacific operations. Based in Hong Kong.


CEO and CIO of Schonfeld since 2021. Chairs Executive and Global Investment Committees. Announced Asia expansion initiative (Triwood) in 2026.


Former chief financial officer at Citadel. Appointed Co-President of Schonfeld starting September 2026.


Sydney-based hedge fund manager. Founded 1994 by Kerr Neilson with backing from George Soros. Known for exceptional stock-picking and international equities management.


Founded Platinum Asset Management in 1994 with George Soros backing. Resigned from board in November 2022 but remains largest shareholder. Backs new ventures like Adamantos (Sava Mihic's fund).


Melbourne-based hedge fund manager. Specializes in Australian long-short equity. Alpha Plus Fund is one of Australia's longest-running equity long-short funds.


Lead PM of Tribeca Alpha Plus Fund for 5 years (2019-2024), growing AUM from $300M to $1.1B. Exited Tribeca October 2024 after nearly 20 years. Founded TenCap hedge fund as co-founder and lead PM.


Delhi-based financial services and asset management firm. Founded 1999. One of India's largest alternative asset management firms. Largest hedge fund manager in India. Also operates investment banking and future leaders fund.


Co-founder and CEO of Avendus (1999). Built company into one of India's largest institutional financial services firms. Leads hedge fund and alternative asset management expansion.


Co-founder of Avendus Capital (1999) with Gaurav Deepak and Ranu Vohra.


Co-founder of Avendus Capital (1999) with Gaurav Deepak and Kaushal Aggarwal.


Appointed CEO of Avendus Hedge Fund business. Part of strategic partnership to enter hedge fund space (announced 2026).


Appointed Co-CEO of Avendus Hedge Fund business alongside Andrew Holland (announced 2026).


India-based global multi-asset quant trading and market making firm. Founded 2010. Operates AlphaGrep Investment Management division. Received SEBI mutual fund license in 2026. Multiple geographic operations.


Co-founder and CEO of AlphaGrep. Wharton-trained quant with experience at elite prop shops (Citadel, DE Shaw, AQR). Expanded firm to $8.5B INR AUM by Feb 2026.


Co-founder and Executive Director of AlphaGrep. Wharton-trained quant with experience at elite prop shops. Co-founded firm 2010.


India-based investment management and advisory firm. Established June 2017. Multi-geography operations. AUM growing significantly through 2026.


Founder of White Oak Capital (June 2017). Previously led India and Global EM equity strategies at Goldman Sachs.


London-headquartered quantitative investment management firm. Founded 1997. Global offices: Shanghai, Abu Dhabi, New York, Hong Kong, Sydney. Affiliated with Affiliated Managers Group (2016). ~190 employees across continents.


Founder of Winton Group in 1997. Built systematic investment strategy firm into major global quant manager.


London-headquartered mega-hedge fund. One of world's largest hedge fund managers. KKR strategic partner (39.9% ownership option). Multiple Asian offices. Major Asia infrastructure.


Co-founder, chairman, and CIO of Marshall Wace. Leads investment and executive strategy for the firm.


Co-founder, CEO, and chief risk officer of Marshall Wace. Leads day-to-day operations and risk management.


New York-headquartered multi-strategy hedge fund manager. Operating multiple stock-picking equity units globally. Launched Triwood Asset Management for Asia-Pacific (2026). Growing Asia infrastructure.


Former head of quant at Platinum Asset Management (left Feb 2026). Launched Adamantos hedge fund with backing from Kerr Neilson (Platinum founder) and Jim Simpson (Platinum alumnus).


Backs Sava Mihic's new Adamantos hedge fund launch alongside Kerr Neilson. Platinum veteran.


Founded in 2005 with $20M seed capital from Yale endowment


Founded April 2012 after leaving Nomura Holdings


Continues to lead post IQ-EQ acquisition (2025)


Co-CEO structure leading Singapore operations


Co-CEO structure leading UK research operations


Relocated from South Africa to Singapore (2021) to establish Asia operations


Relocated from London to Singapore to build and lead operations


Founded in 1967, based on UOB wealth creation


Strategic partnership (2026) to develop Japan asset management business


Newly launched 2026 as Asia-Pacific equities unit


Founded in 1994 with George Soros backing


Resigned from board 2022 but remains largest shareholder


Managed Alpha Plus Fund for 5 years (2019-2024)


London-headquartered global macro hedge fund, one of largest macro-focused managers globally. https://www.execcapital.co.uk/ranking-top-20-london-hedge-funds-by-aum/


Founded Brevan Howard, leading global macro hedge fund manager. https://www.execcapital.co.uk/ranking-top-20-london-hedge-funds-by-aum/


London-based fundamental equity long-short and systematic strategies, majority-owned by KKR. https://www.execcapital.co.uk/ranking-top-20-london-hedge-funds-by-aum/


London-headquartered credit-focused hedge fund firm, owned by Manulife Investment Management. Specializes in structured credit, convertible bonds, asset-backed securities, corporate credit. https://www.execcapital.co.uk/ranking-top-20-london-hedge-funds-by-aum/


London-based equity hedge fund manager, one of most prominent UK firms for decades. Focus on fundamental long-short developed market equities. https://www.execcapital.co.uk/ranking-top-20-london-hedge-funds-by-aum/


Independent, partner-owned London investment firm founded 1994. Global equity long-only and long/short strategies. https://www.egertoncapital.com/


Co-founded Egerton Capital in 1994, serves as CIO and portfolio manager. https://www.egertoncapital.com/team/


Co-founded Egerton Capital in 1994 with John Armitage. https://www.egertoncapital.com/


Chairman at Egerton Capital, joined 2005, Management Committee member. https://www.egertoncapital.com/team/


CEO of Egerton Capital, joined 2010, also Risk Manager and director. https://www.egertoncapital.com/team/


Founded 2000, now operates as family office after returning external capital in 2015. https://www.stonex.com/en/thought-leadership/bluecrest-michael-platt-named-uk-richest-hedge-fund-manager-in-wealth-list


Co-founder and managing director of BlueCrest Capital Management (2000). UK's richest hedge fund manager. https://www.stonex.com/en/thought-leadership/bluecrest-michael-platt-named-uk-richest-hedge-fund-manager-in-wealth-list


Fixed income relative value specialist, successful UK-based manager over multiple cycles. https://www.execcapital.co.uk/ranking-top-20-london-hedge-funds-by-aum/


European activist investment firm with offices London, Stockholm, Zurich. Takes constructive activist positions in large European listed companies. https://www.execcapital.co.uk/ranking-top-20-london-hedge-funds-by-aum/


Global multi-strategy investment firm established 2015 by Edward Eisler. Announced closure Sept 2025 after poor flagship performance. https://www.execcapital.co.uk/ranking-top-20-london-hedge-funds-by-aum/


Former co-Head of Global Markets Division at Goldman Sachs, founded Eisler Capital 2015. https://www.execcapital.co.uk/ranking-top-20-london-hedge-funds-by-aum/


European equity long-short hedge fund firm based in London. https://www.execcapital.co.uk/ranking-top-20-london-hedge-funds-by-aum/


Part of RBC Global Asset Management, credit specialist. https://www.execcapital.co.uk/ranking-top-20-london-hedge-funds-by-aum/


Multi-strategy fund, part of Man Group. https://www.execcapital.co.uk/ranking-top-20-london-hedge-funds-by-aum/


Alternative credit specialist based in London. https://www.execcapital.co.uk/ranking-top-20-london-hedge-funds-by-aum/


Emerging markets specialist based in London. https://www.execcapital.co.uk/ranking-top-20-london-hedge-funds-by-aum/


FTSE 250-listed, largest publicly-listed hedge fund firm globally, multi-boutique platform. https://www.execcapital.co.uk/ranking-top-20-london-hedge-funds-by-aum/


London-based alternative investment manager founded 2007. Global equities and long/short strategies. Assets declined from $4.5bn (2020) to $1bn (2023), planning revival. https://www.hedgeweek.com/pelham-capital-plans-revival-with-new-100m-backed-fund/


Founder of Pelham Capital, established 2007. https://www.premieralts.com/investors/astenbeck-capital-management


AIM-listed multi-boutique platform. https://www.execcapital.co.uk/ranking-top-20-london-hedge-funds-by-aum/


Global emerging markets specialist. https://www.execcapital.co.uk/ranking-top-20-london-hedge-funds-by-aum/


UK and European mid-cap focus. https://www.execcapital.co.uk/ranking-top-20-london-hedge-funds-by-aum/


Multi-strategy firm with London operations. https://www.execcapital.co.uk/ranking-top-20-london-hedge-funds-by-aum/


Swiss-based global hedge fund manager, part of LGT Group (Liechtenstein). https://www.lgtcp.com/lgt-global-hedge-fund-lghf


Swiss asset manager with hedge fund and alternative investment strategies. Private company based in Geneva. https://www.linkedin.com/posts/pictet-asset-management_total-return-hedge-funds-pictet-asset-management-activity-7185604692972838913-MXDJ


Joined Pictet Asset Management in 2022 as Head of Private Debt. https://www.wealthbriefing.com/html/article.php/summary-of-global-moves-in-wealth-management--october-2025-


Head of Thematic Equities at Pictet Asset Management, leads thematic investing platform with 16 strategies, ~$72 billion AUM. https://www.wealthbriefing.com/html/article.php/summary-of-global-moves-in-wealth-management--october-2025-


Swiss-based global asset manager with offices across Europe. https://ifamagazine.com/schroders-strengthens-senior-leadership-with-new-head-of-europe-to-drive-continued-momentum/


Joined Schroders as Head of Client Group Europe April 7, 2026. Based in Zurich, 20+ years experience. https://ifamagazine.com/schroders-strengthens-senior-leadership-with-new-head-of-europe-to-drive-continued-momentum/


Deutsche Bank subsidiary specializing in alternatives: hedge funds, private equity, credit, real estate, infrastructure. Germany-based. https://www.dws.com/en-us/capabilities/alternatives/


Collaborates with DWS and Partners Group on private markets fund (Sept 2025 launch). Offers hedge funds, liquid alternatives, private equity strategies. https://www.db.com/news/detail/20250923-deutsche-bank-launches-private-markets-fund-for-private-clients-in-collaboration-with-dws-and-partners-group


Stockholm-based Nordic hedge fund manager, laying foundation for Sweden's hedge fund scene. Celebrating 25+ years. https://hedgenordic.com/2025/05/swedens-hedge-fund-industry-still-a-nordic-powerhouse-but-no-longer-the-largest/


Stockholm-based trend-following hedge fund manager, 25+ years, one of Nordic's largest. Gained 7.4% SEK (Jan 2026). https://hedgenordic.com/2025/05/swedens-hedge-fund-industry-still-a-nordic-powerhouse-but-no-longer-the-largest/


Norwegian sovereign wealth fund managing global investments including hedge fund exposures. Oslo-based. https://www.nbim.no/en/investments/all-investments/


Connecticut-based commodity hedge fund, co-founded 2010 by Andrew Hall and Occidental Petroleum. Closed main fund August 2017 after under-performance. https://www.insidermonkey.com/hedge-fund/astenbeck+capital+management/259/


Co-founder of Astenbeck Capital Management (2010) with Occidental Petroleum. Energy/commodities hedge fund specialist. https://en.wikipedia.org/wiki/Andrew_Hall_(hedge_fund_manager)


Partner at Egerton Capital since 2001. Specializes in industrials, healthcare, housing, materials. https://www.egertoncapital.com/team/


Partner at Egerton Capital (US) San Francisco since 2003. North America generalist. https://www.egertoncapital.com/team/


Partner at Egerton Capital (US) New York since 2004. TMT and luxury goods focus. https://www.egertoncapital.com/team/


Partner at Egerton Capital since 2012. Specializes in aerospace, airlines, healthcare. https://www.egertoncapital.com/team/


Partner at Egerton Capital since 2014. Primary technology focus. https://www.egertoncapital.com/team/


Partner at Egerton Capital since 2016. Technology and digital payments focus. https://www.egertoncapital.com/team/


Partner at Egerton Capital since 2021. Forensic accounting research specialist. https://www.egertoncapital.com/team/


Partner at Egerton Capital (US) New York since 2022. Financials, energy, commodities focus. https://www.egertoncapital.com/team/


Partner at Egerton Capital (US) New York since 2023. North America generalist. https://www.egertoncapital.com/team/


Partner at Egerton Capital as of 2025. https://www.egertoncapital.com/team/


COO at Egerton Capital since 2006. Partner and Management Committee member. https://www.egertoncapital.com/team/


GC & CCO at Egerton Capital since 2013. Partner and Management Committee member. https://www.egertoncapital.com/team/


Finance Director at Egerton Capital as of 2025. https://www.egertoncapital.com/team/


CEO of LGT Wealth Management, stepped down after 13 years in role (2026). https://www.wealthbriefing.com/html/article.php/summary-of-global-moves-in-wealth-management--october-2025-


Founded Brevan Howard global macro hedge fund. https://www.execcapital.co.uk/ranking-top-20-london-hedge-funds-by-aum/


Co-founded Egerton Capital in 1994. https://www.egertoncapital.com/


Chief Investment Officer and portfolio manager at Egerton Capital. https://www.egertoncapital.com/team/


Chairman at Egerton Capital since 2005. https://www.egertoncapital.com/team/


Chief Executive Officer at Egerton Capital since 2010. https://www.egertoncapital.com/team/


Co-founded BlueCrest Capital Management in 2000. https://www.stonex.com/en/thought-leadership/bluecrest-michael-platt-named-uk-richest-hedge-fund-manager-in-wealth-list


Managing Director at BlueCrest Capital Management. https://www.stonex.com/en/thought-leadership/bluecrest-michael-platt-named-uk-richest-hedge-fund-manager-in-wealth-list


Founded Eisler Capital in 2015, former co-Head Global Markets Division Goldman Sachs. https://www.execcapital.co.uk/ranking-top-20-london-hedge-funds-by-aum/


Founded Pelham Capital in 2007. https://www.premieralts.com/investors/astenbeck-capital-management


Head of Private Debt at Pictet Asset Management since 2022. https://www.wealthbriefing.com/html/article.php/summary-of-global-moves-in-wealth-management--october-2025-


Head of Thematic Equities at Pictet Asset Management. https://www.wealthbriefing.com/html/article.php/summary-of-global-moves-in-wealth-management--october-2025-


Head of Client Group Europe at Schroders since April 2026. https://ifamagazine.com/schroders-strengthens-senior-leadership-with-new-head-of-europe-to-drive-continued-momentum/


Co-founded Astenbeck Capital Management in 2010. https://www.insidermonkey.com/hedge-fund/astenbeck+capital+management/259/


Partner at Egerton Capital since 2001. https://www.egertoncapital.com/team/


Partner at Egerton Capital (US) San Francisco since 2003. https://www.egertoncapital.com/team/


Partner at Egerton Capital (US) New York since 2004. https://www.egertoncapital.com/team/


Partner at Egerton Capital since 2012. https://www.egertoncapital.com/team/


Partner at Egerton Capital since 2014. https://www.egertoncapital.com/team/


Partner at Egerton Capital since 2016. https://www.egertoncapital.com/team/


Partner at Egerton Capital since 2021. https://www.egertoncapital.com/team/


Partner at Egerton Capital (US) New York since 2022. https://www.egertoncapital.com/team/


Partner at Egerton Capital (US) New York since 2023. https://www.egertoncapital.com/team/


Partner at Egerton Capital as of 2025. https://www.egertoncapital.com/team/


Chief Operating Officer at Egerton Capital since 2006. https://www.egertoncapital.com/team/


General Counsel and Chief Compliance Officer at Egerton Capital since 2013. https://www.egertoncapital.com/team/


Finance Director at Egerton Capital as of 2025. https://www.egertoncapital.com/team/


CEO of LGT Wealth Management, stepped down after 13 years (2026). https://www.wealthbriefing.com/html/article.php/summary-of-global-moves-in-wealth-management--october-2025-


June 2-4, 2026 | Chicago, IL | Hilton Chicago | https://ilpa.org/conference/ilpa-members-conference/


University of Chicago Booth School of Business | ILPA Members' Conference 2026 keynote on state of private markets


Home of Steve Kaplan, co-creator of Kaplan-Schoar PME benchmarking approach


June 1-3, 2026 | Boston, MA | Four Seasons Hotel Boston | https://register.institutionalinvestor.com/2026-endowments-foundations-roundtable-east


Allocator Training Institute | Advisory board for Endowments & Foundations Roundtable East


Sponsor/organizer for Emerging Talent Academy at Endowments & Foundations Roundtable East


Berkeley Endowment Management Company | Advisory board member, Endowments & Foundations Roundtable East


UC Berkeley endowment | Attends Endowments & Foundations Roundtable East


NYU Investment Office | Advisory board member, Endowments & Foundations Roundtable East


New York University | Major endowment participant in capital introduction events


Doris Duke Foundation | Advisory board member, Endowments & Foundations Roundtable East


Major foundation LP participant in capital introduction ecosystem


Wallace Foundation | Advisory board member, Endowments & Foundations Roundtable East


National foundation | Participates in capital introduction roundtables


May 18, 2027 (listed as '2026 edition') | New York | Jazz at Lincoln Center | https://www.sohnconference.org/sohn2026


Sohn Investment Conference 2026 mainstage speaker


Greenlight Capital | Sohn Investment Conference 2026 mainstage speaker


David Einhorn's fund | Capital raising at Sohn 2026


Avenue Capital | Sohn Investment Conference 2026 mainstage speaker


Marc Lasry's fund | Participant in Sohn capital introduction ecosystem


Glenview Capital | Sohn Investment Conference 2026 mainstage speaker


Larry Robbins' fund | Sohn 2026 participant


Kynikos Associates | Sohn Investment Conference 2026 speaker and Next Wave moderator


Jim Chanos' short-focused hedge fund | Sohn 2026 participant


Voxel Capital | Sohn 2026 Next Wave speaker - emerging manager capital raising


Kevin Salimian's new fund | Sohn Next Wave 2026 capital introduction platform


Balance Capital Partners | Sohn 2026 Next Wave speaker - emerging manager pitch


Tariq Barma's new fund | Sohn Next Wave capital raising 2026


Maynard Capital Management | Sohn 2026 Next Wave speaker - emerging manager


Leslie Sturgeon's fund | Sohn Next Wave capital introduction 2026


Epicenter Capital | Sohn 2026 Next Wave speaker - emerging manager capital raising


Rahul Kishore's fund | Sohn Next Wave 2026 emerging manager platform


Sohn 2026 Next Wave emerging manager capital introduction


Sohn 2026 Next Wave capital raising platform for emerging managers


Sohn 2026 Next Wave capital raising for emerging manager


October 21, 2026 | Spring Studios, NYC | https://robinhood.org/events/investors-conference/


Duquesne Family Office | Robin Hood Investors Conference 2026 speaker


Stanley Druckenmiller's investment vehicle | Robin Hood 2026 participant


Tudor Investment Corporation | Robin Hood Investors Conference 2026 speaker


Paul Tudor Jones' macro hedge fund | Robin Hood 2026 participant


Citadel | Robin Hood Investors Conference 2026 speaker


Kenneth C. Griffin's flagship fund | Robin Hood 2026 participant


Coatue Management | Robin Hood Investors Conference 2026 speaker


Philippe Laffont's fund | Robin Hood 2026 participant


Altimeter | Robin Hood Investors Conference 2026 speaker


Brad Gerstner's fund | Robin Hood 2026 participant


Impactive Capital | Robin Hood Investors Conference 2026 speaker


Lauren Taylor Wolfe's fund | Robin Hood 2026 participant


J.P. Morgan | Robin Hood Investors Conference 2026 speaker - prime broker LP relationship


JPMorgan Private Bank | Facilitates capital introduction for hedge funds and LPs


March 9-10, 2026 | Four Seasons Hotel Austin, TX | https://www.mfaalts.org/event/texas-alternatives-conference-2026/


October 14-15, 2026 | The Ritz-Carlton, Toronto | https://www.aima.org/events/aima-global-investor-forum-2026.html


June 9-10, 2026 | The Glasshouse, New York, NY | Hosted by MFA & iConnections | https://www.mfaalts.org/event/global-alts-new-york-2026/


Co-host of Global Alts New York 2026 | Provides matchmaking technology for GP-LP meetings


Co-organizer of Global Alts conferences and Texas Alternatives Conference 2026


Date/location TBD 2026 | https://events.hedgeweek.com/us-summit | Focus: capital raising, investor engagement, operational scaling


2026 | London | https://events.hedgeweek.com/european-summit-2026 | Regional LP and fund manager gathering


OpenAI | Robin Hood Investors Conference 2026 speaker - AI/tech investor perspective


AI vendor relevant to hedge fund technology investments


Anthropic | Robin Hood Investors Conference 2026 speaker - AI technology


Polymarket | Robin Hood Investors Conference 2026 speaker - prediction market operator


Technology vendor serving hedge fund and investor community


November 2026 | New York | https://ilpa.org/conference/ilpa-summit/ | Advanced matchmaking technology for GP-LP meetings


Premier sponsor of ILPA Members' Conference 2026


Platinum sponsor of ILPA Members' Conference 2026


Prime brokerage capital introduction platform for hedge funds | https://www.morganstanley.com/alternatives


Capital Introduction team provides targeted LP introductions for hedge funds | https://www.goldmansachs.com/disclaimer/gss/capital-introduction/cap-intro-global


Seven Seven Six | Sohn Investment Conference 2026 mainstage speaker


Alexis Ohanian's fund | Sohn 2026 participant


Thoma Bravo | Sohn Investment Conference 2026 mainstage speaker


Orlando Bravo's fund | Sohn 2026 participant


Sohn Investment Conference 2026 mainstage speaker


Sohn Investment Conference 2026 mainstage speaker and Next Wave moderator


Keynote speaker on state of private markets | June 2-4, 2026


Professor of Entrepreneurship and Finance


Hedge fund participating in capital introduction


Mainstage speaker and Next Wave moderator


Next Wave speaker - emerging fund capital raising


Prime broker perspective on capital raising


JPMorgan Private Bank prime brokerage and capital introduction services


Goldman Sachs Capital Introduction program for hedge funds


Morgan Stanley prime brokerage and capital introduction


Co-host with MFA, provides matchmaking platform for GP-LP meetings


MFA hosts Global Alts conferences for capital introduction


Regional capital introduction conference for hedge funds and allocators


LP allocator participating in capital introduction


Major endowment LP at international capital introduction forum


Foundation LP at regional capital introduction conference


USD 75B AUM | Control investments in software, financial services, healthcare, consumer | San Francisco, New York, London


Hellman & Friedman | Software & Tech focus


Hellman & Friedman | Software, internet, financial services


Hellman & Friedman | Healthcare, Insurance


Hellman & Friedman | Healthcare, Information Services


USD 102B AUM | Technology-focused control investments | Founded 1999


Silver Lake Partners | Co-founder/principal since 1999


Silver Lake Partners | Promoted December 2023


USD 107B AUM | Software-focused | Founded 2000


USD 752 team members | 255 Partners | Tech, healthcare, financial services


Bain Capital | Tech Opportunities, Boston


Bain Capital | Ventures, San Francisco/Boston


USD 56B AUM | Seed/Early and Growth stage | Founded 1972


USD 90B AUM | 1,076+ portfolio companies | Founded 2009


Andreessen Horowitz | Ex-VMware CEO, joined October 2025


44 team members | 27 Partners | Early and growth stage tech


Kleiner Perkins | Enterprise software, consumer, healthcare, fintech


Kleiner Perkins | Joined from Index Ventures


99 team members | 53 Partners | 1,214 portfolio companies


USD 35B+ AUM | Founded 1977 | Healthcare and technology focus


Founded 1968 | 175+ investment professionals | 27 Managing Directors | Growth and control


TA Associates | Joined 1999, CEO since 2021


Founded 1980 | Global growth and scaling investments | Founder-friendly


Founded 1984 | Technology, Healthcare & Life Sciences, Growth Products


European PE leader | 450 team members | 143 Partners | Buyout and growth


Cinven | Portfolio and value creation leadership


29 local offices globally | PE, secondaries, credit, infrastructure


USD 87B AUM | Founded 1985 | 450 team members | 143 Partners | Europe/US focused


Permira | Started 2009, Technology/Consumer teams


Permira Technology team | Joined June 2026 from Thoma Bravo


USD 1.03T AUM (March 2026) | Diversified alternatives


Apollo Global Management | Co-founder, replaced Leon Black


Apollo Global Management | Former SEC Chairman


USD 758B AUM (March 2026) | Founded 1976 | Global multi-asset


Founded 1995 | Multi-asset investment firm | Global presence


Carlyle Group | Effective January 1, 2026


USD 6B raised (Growth Fund IV) | Founded 2005 | Growth and late-stage tech


Founders Fund | Only female partner, leads operations


USD 40B AUM | Technology-focused public and private | Founded 1999


Coatue Management | Launched private investing


USD 58.5B AUM (2026) | Tech/AI-focused | Crossover private/public


Tiger Global Management | Former Tiger Management analyst


1,112 team members | 514 Partners | Diverse alternative strategies


USD 5B AUM | Founded 1965 | Company-building and early stage


Greylock Partners | Joined 2009, LinkedIn co-founder


USD 5.5B+ committed to AI | 165+ AI-native companies | Early to growth stage


Growth-stage tech focus | AI, fintech, enterprise software, biotech, climate


Greenoaks Capital | Growth-stage tech investments


Greenoaks Capital | AI, fintech, enterprise software focus


89 team members | Series C+ focus | Multi-stage investing


Angel/institutional crossover | Pre-seed to Series B


USD 184B AUM | Software-focused control investments | Largest software PE


Joint acquisition of athenahealth for USD 17B (2021)


Co-CEO & Managing Partner, founding principal


Founder, Chairman & CEO, established 2000


Chief Operating Officer & Chief Commercial Officer


Managing Partner & Head of Global Partnerships


Executive Chairman & Chief Investment Officer


Managing Director & Chief Portfolio Officer


Previously at Thoma Bravo before joining Permira


Co-founder & Chief Investment Officer of Privates


AUM: $100B committed capital (as of April 2026). Nuveen affiliate managing senior lending, junior capital, secondaries. https://www.churchillam.com/


Also chairs NCDL and PCAP. Describes 2026 as 'platinum period' for middle market lending. https://www.churchillam.com/


Senior leadership at Churchill Asset Management. https://www.churchillam.com/


CFA charter holder. https://www.churchillam.com/


Investment head for senior lending strategy. https://www.churchillam.com/


Investment head for junior capital strategy. https://www.churchillam.com/


Risk management leadership. https://www.churchillam.com/


Managed by Kelli Marti. Part of Churchill Asset Management platform. https://www.churchillam.com/


Publicly traded direct lending fund. Part of Churchill platform. https://www.churchillam.com/


AUM: $90B+ of capital under management (as of April 1, 2026). Market-leading direct lender. ~$21B average annual originations. https://golubcapital.com/


Based in New York. Leading private credit manager. https://golubcapital.com/


Based in New York. https://golubcapital.com/


Joined 2026. Responsible for growth strategy, capital formation, corporate development, structured credit, and broadly syndicated loans. https://golubcapital.com/


Based in New York. Leadership in sponsor finance strategy. https://golubcapital.com/


Based in Chicago. https://golubcapital.com/


Based in Chicago. Credit risk leadership. https://golubcapital.com/


Based in Charlotte. Investor relations leadership. https://golubcapital.com/


Based in New York. Originations leadership. https://golubcapital.com/


Based in Chicago. BSL strategy leadership. https://golubcapital.com/


AUM: €4.2B in latest direct lending fund (June 2023). ~€19B deployed. 280+ European investments. Top-tier direct lender in Europe. https://www.permira.com/investing/credit/direct-lending


Investment committee member. https://www.permira.com/investing/credit/direct-lending


AUM: €4.2B. Focuses on mid-market European companies backed by top-tier PE sponsors. https://www.permira.com/investing/credit/direct-lending


AUM: €31.1B total assets under management. Specialist in European direct lending. https://alternativecreditinvestor.com/2026/05/28/pemberton-raises-e3-4bn-for-largest-european-opps-credit-fund/


Leadership in European direct lending strategy. https://alternativecreditinvestor.com/2026/05/28/pemberton-raises-e3-4bn-for-largest-european-opps-credit-fund/


AUM: €3.4B at final close (£2.9B). Largest opportunistic direct lending fund in Europe. Vintage 4 launched 2017. Combined 4-vintage commitments: €8.3B. https://alternativecreditinvestor.com/2026/05/28/pemberton-raises-e3-4bn-for-largest-european-opps-credit-fund/


AUM: €3.4B (50% increase from previous vintage). Nominated for Junior Lender of Year in 2026 Alternative Credit Awards Europe. https://alternativecreditinvestor.com/2026/05/28/park-square-capital-raises-e3-4bn-for-european-direct-lending-strategy-alternative-credit-investor/


AUM: ~$90B capital under management. ~$21B average annual originations. Diversified across private and liquid credit. https://www.antares.com/


Based in Chicago. Executive leadership. https://www.antares.com/


Based in Chicago. Investment strategy leadership. https://www.antares.com/


Based in Chicago. Investment operations. https://www.antares.com/


Based in New York. Deal sourcing leadership. https://www.antares.com/


Based in Chicago. Deal sourcing leadership. https://www.antares.com/


Based in New York. Risk management. https://www.antares.com/


Based in Toronto. Finance leadership. https://www.antares.com/


Based in Chicago. Legal leadership. https://www.antares.com/


Based in New York. Asset management leadership. https://www.antares.com/


Based in New York. Capital solutions strategy. https://www.antares.com/


AUM: ~$3B commitments. Part of Antares Capital platform. https://www.antares.com/


AUM: ~$6B commitments. https://www.antares.com/


AUM: $8.5B closed. https://www.antares.com/


AUM: $1.4B+ investible capital. Listed vehicle. https://www.antares.com/


AUM: $129B private credit (as of March 31, 2026). $219B total deployed across ~1,100 investments since inception. 255-person private credit team. Acquired by BlackRock (~$12B transaction). https://www.hpspartners.com/


Investment-grade direct lending in large-scale established companies. Part of HPS platform. https://www.hpspartners.com/our-solutions/corporate-private-credit


Non-investment grade strategy targeting upper-middle market. Part of HPS platform. https://www.hpspartners.com/our-solutions/corporate-private-credit


Non-investment grade with emphasis on transactional complexity. Part of HPS platform. https://www.hpspartners.com/our-solutions/corporate-private-credit


Flexibility across capital structure. Part of HPS platform. https://www.hpspartners.com/our-solutions/corporate-private-credit


Exploiting market inefficiencies and distressed assets. Part of HPS platform. https://www.hpspartners.com/our-solutions/corporate-private-credit


AUM: Substantial (as of March 31, 2026). Non-accrual loans: 0.02% of portfolio. PIK income: 1.3% of total Q1 2026. Managed as LTAF. https://www.sec.gov/Archives/edgar/data/0001902649/


AUM: $418B total. Affiliate of Natixis Investment Managers. Launched interval fund for public and private credit. https://alternativecreditinvestor.com/2026/06/01/loomis-sayles-launches-credit-fund-spanning-public-and-private-markets/


Invests across corporate credit, senior loans, CLOs, ABSs, and private credit. Addresses redemption challenges in BDCs and semi-liquid funds. https://alternativecreditinvestor.com/2026/06/01/loomis-sayles-launches-credit-fund-spanning-public-and-private-markets/


Targets convergence of public and private credit. https://alternativecreditinvestor.com/2026/06/01/loomis-sayles-launches-credit-fund-spanning-public-and-private-markets/


Major private credit investor. Leads significant deals. Commentary on private credit market cycles. https://www.bloomberg.com/news/articles/2026-03-17/sixth-street-sees-private-credit-bdc-reckoning-lasting-years


Specialty finance focused on lower middle-market. Multiple investment vehicles. https://www.sec.gov/Archives/edgar/data/0002061670/


AUM: $6.1B. Latest institutional vehicle. https://www.sec.gov/Archives/edgar/data/0002061670/


Provides private credit solutions to issuers and sponsors. Focus on speed and scale. https://www.goldentree.com/


One of Europe's leading non-bank finance providers. Ranked 26th in 1H25 European direct lending (5 deals, 1.48% market share). https://www.ardian.com/expertise/credit/private-credit


Ranked 6th in 1H25 European direct lending (15 deals, 4.45% market share). Comprehensive global credit platform. https://www.tikehaucapital.com/


Direct lending, corporate lending, debt secondaries, CLOs, real estate credit, special opportunities. https://www.tikehaucapital.com/


Ranked 5th in 1H25 European direct lending (16 deals, 4.75% market share). Active in acquisitions and credit strategy. https://www.eurazeo.com/


One of five largest private markets fund managers. Combined $1.5T perpetual capital. ~40% of combined AUM. https://www.bloomberg.com/news/articles/2026-03-17/


One of five largest private markets fund managers. Combined $1.5T perpetual capital (~40% of combined AUM). https://www.bloomberg.com/news/articles/2026-03-17/


Established strong presence in credit-focused interval fund space. Focus on alternative credit opportunities. https://www.pimco.com/


Specialty lending vehicle operated by Sixth Street Partners. https://sixthstreetspecialtylending.gcs-web.com/


President & CEO, Churchill Asset Management. Also chairs NCDL and PCAP. CEO Commentary on 2026 market.


Vice Chairman, Chief Investment Strategist


Chief Operating Officer & Chief Financial Officer


Head of Junior Capital & Private Equity Solutions


Senior Managing Director & Chief Risk Officer


Co-President (joined 2026). Responsible for growth strategy, capital formation, corporate development.


Co-President, Co-Head of Sponsor Finance


Senior Managing Director, Chief Credit Officer


Senior Managing Director, Head of Investor Partners Group


€4.2B direct lending fund, 280+ investments, ~€19B deployed


Partner, Head of Portfolio Management & Co-Head of Direct Lending


€3.4B at final close. Largest European opportunistic direct lending fund.


President of Antares Capital Advisers, Head of Asset Management


$1.4B+ investible capital. Public, non-traded vehicle.


Investment lead on Credit Income Opportunities Fund


Interval fund spanning public and private credit. $418B AUM total firm.


Investment-grade direct lending strategy


Non-investment grade upper-middle market strategy


Opportunistic non-investment grade strategy


BlackRock completed acquisition. Transaction ~$12B. HPS had ~$157-165B AUM.


Global private credit fund. Non-accrual: 0.02% of portfolio (Q1 2026).


Churchill is investment-specialist affiliate of Nuveen Private Capital