Chief Investment Officer, Florida State Board of Administration, Global Alts Miami 2026 Advisory Board, 2026


President & CIO, Brandywine Group Advisors, Global Alts Miami 2026 Advisory Board, 2026


President & CEO, Columbia Investment Management Company, Global Alts Miami 2025 Speaker & Global Alts Miami 2026 Advisory Board, 2025


SVP & CIO, Drexel University, Global Alts Miami 2026 Advisory Board, 2026


Chief Investment Officer, Kansas State University Foundation, Global Alts Miami 2026 Advisory Board, 2026


President & CIO, Lockheed Martin Investment Management Company, Global Alts Miami 2026 Advisory Board, 2026


New York State Common Retirement Fund, Global Alts Miami 2026 Advisory Board, 2026


Teacher Retirement System of Texas, Global Alts Miami 2026 Advisory Board, 2026


Trinity Church Wall Street, Global Alts Miami 2025 Speaker & Global Alts Miami 2026 Advisory Board, 2025


University of Nebraska Foundation, Global Alts Miami 2026 Advisory Board, 2026


W.K. Kellogg Foundation, Global Alts Miami 2026 Advisory Board, 2026


Teacher Retirement System of Texas, 2026 Elite Institutional CIOs, 2026


University of California Investments, 2026 Elite Institutional CIOs, 2026


Texas Tech University System, 2026 Elite Institutional CIOs, 2026


Michigan Department of Treasury, 2026 Elite Institutional CIOs, 2026


3M Private Sector Pension Fund, 2026 Elite Institutional CIOs, 2026


Municipal Employees' Retirement System of Michigan (MERS), 2026 Elite Institutional CIOs, 2026


California State Teachers' Retirement System (CalSTRS), 2026 Elite Institutional CIOs, 2026


General Electric Aerospace, 2026 Elite Institutional CIOs, 2026


Smithsonian Institution, 2026 Elite Institutional CIOs, 2026


FM Global, 2026 Elite Institutional CIOs, 2026


South Dakota Investment Council, 2026 Elite Institutional CIOs, 2026


Pennsylvania Public School Employees' Retirement System (PSERS), 2026 Elite Institutional CIOs, 2026


Indiana Public Retirement System (INPRS), 2026 Elite Institutional CIOs, 2026


Sacramento County Employees' Retirement System (SCERS), 2026 Elite Institutional CIOs, 2026


RTX Corp. (Raytheon Technologies), 2026 Elite Institutional CIOs, 2026


Brown University, 2026 Elite Institutional CIOs, 2026


Northwestern University, 2026 Elite Institutional CIOs, 2026


California Public Employees' Retirement System (CalPERS), 2026 Elite Institutional CIOs, 2026


Delta Air Lines Pension Fund, 2026 Elite Institutional CIOs, 2026


Los Angeles County Employees Retirement Association (LACERA), 2026 Elite Institutional CIOs, 2026


Ohio Public Employees' Retirement System (OPERS), 2026 Elite Institutional CIOs, 2026


Teachers' Retirement System of Louisiana (TRSL), 2026 Elite Institutional CIOs, 2026


University of Texas Investment Management Company (UTIMCO), 2026 Elite Institutional CIOs, 2026


Washington State Investment Board (WSIB), 2026 Elite Institutional CIOs, 2026


Vermont Pension Investment Commission (VPIC), 2026 Elite Institutional CIOs, 2026


Nebraska Investment Council, 2026 Elite Institutional CIOs, 2026


Public School Retirement System of Missouri, 2026 Elite Institutional CIOs, 2026


New Mexico Educational Retirement Board (ERB), 2026 Elite Institutional CIOs, 2026


Ford Foundation, 2026 Elite Institutional CIOs, 2026


RWJBarnabas Health, 2026 Elite Institutional CIOs, 2026


Missouri Department of Transportation & Patrol Employees' Retirement System (MPERS), 2026 Elite Institutional CIOs, 2026


NJ Division of Investment, 2026 Elite Institutional CIOs, 2026


Texas Municipal Retirement System (TMRS), 2026 Elite Institutional CIOs, 2026


Oregon State Treasury, 2026 Elite Institutional CIOs, 2026


Fordham University, 2026 Elite Institutional CIOs, 2026


Memorial Sloan Kettering Cancer Center, 2026 Elite Institutional CIOs, 2026


Iowa Public Employees' Retirement System (IPERS), 2026 Elite Institutional CIOs, 2026


United States Steel Corporation, 2026 Elite Institutional CIOs, 2026


University of Michigan, 2026 Elite Institutional CIOs, 2026


School Employees' Retirement System of Ohio (SERS), 2026 Elite Institutional CIOs, 2026


Seattle City Employees' Retirement System (SCERS), 2026 Elite Institutional CIOs, 2026


William and Flora Hewlett Foundation, 2026 Elite Institutional CIOs, 2026


Wyoming Retirement System (WRS), 2026 Elite Institutional CIOs, 2026


Colorado Public Employees' Retirement Association (Colorado PERA), 2026 Elite Institutional CIOs, 2026


Illinois State Board of Investment (ISBI), 2026 Elite Institutional CIOs, 2026


Orange County Employees' Retirement System (OCERS), 2026 Elite Institutional CIOs, 2026


EY Private Sector Pension Fund, 2026 Elite Institutional CIOs, 2026


Public Employees' Retirement System of Mississippi, 2026 Elite Institutional CIOs, 2026


ALSAC/St Jude Children's Research Hospital, 2026 Elite Institutional CIOs, 2026


Georgia Tech Foundation, 2026 Elite Institutional CIOs, 2026


San Bernardino County Employees' Retirement Association, 2026 Elite Institutional CIOs, 2026


The Mount Sinai Health System, 2026 Elite Institutional CIOs, 2026


Pennsylvania Municipal Retirement System, 2026 Elite Institutional CIOs, 2026


CommonSpirit Health, 2026 Elite Institutional CIOs, 2026


Johnson & Johnson, 2026 Elite Institutional CIOs, 2026


San Francisco Employees' Retirement System (SFERS), 2026 Elite Institutional CIOs, 2026


AdventHealth Foundation, 2026 Elite Institutional CIOs, 2026


Teachers' Retirement System of the State of Illinois, 2026 Elite Institutional CIOs, 2026


David and Lucile Packard Foundation, 2026 Elite Institutional CIOs, 2026


Minnesota State Board of Investment, 2026 Elite Institutional CIOs, 2026


New Mexico Public Employees' Retirement Association (PERA), 2026 Elite Institutional CIOs, 2026


Fire and Police Pension Association of Colorado (FPPA), 2026 Elite Institutional CIOs, 2026


Utah State Retirement Systems (URS), 2026 Elite Institutional CIOs, 2026


West Virginia Investment Management Board, 2026 Elite Institutional CIOs, 2026


Hackensack Meridian Health Foundation, 2026 Elite Institutional CIOs, 2026


Arizona Public Safety Personnel Retirement System (PSPRS), 2026 Elite Institutional CIOs, 2026


Johns Hopkins University Investment Office, 2026 Elite ALTS Allocators, 2026


UCLA Investment Company, 2026 Elite ALTS Allocators, 2026


Foundation For The Carolinas, 2026 Elite ALTS Allocators, 2026


AAA – The Auto Club Group, 2026 Elite ALTS Allocators, 2026


Northwestern University Investment Office, 2026 Elite ALTS Allocators, 2026


W.K. Kellogg Foundation, 2026 Elite ALTS Allocators, 2026


Grinnell College Investment Office, 2026 Elite ALTS Allocators, 2026


Carnegie Mellon University, 2026 Elite ALTS Allocators, 2026


St. Jude Children's Research Hospital (ALSAC), 2026 Elite ALTS Allocators, 2026


MacArthur Foundation, 2026 Elite ALTS Allocators, 2026


Oaktree Capital, Global Alts Miami 2025 Speaker, 2025


Carlyle Group, Global Alts Miami 2025 Speaker, 2025


Creative Artists Agency, Global Alts Miami 2025 Speaker, 2025


Atreides Management, Global Alts Miami 2025 Speaker, 2025


Eldridge Industries, Global Alts Miami 2025 Speaker, 2025


Altimeter Capital, Global Alts Miami 2025 Speaker, 2025


Man Group, Global Alts Miami 2025 Speaker, 2025


Vista Equity Partners, Global Alts Miami 2025 Speaker, 2025


Bridgewater Associates, 2026 industry leader


Bridgewater Associates, 2026 industry speaker


Citadel Investment Group, 2026 hedge fund manager


Point72 Asset Management, 2026 hedge fund manager


Renaissance Technologies, 2026 hedge fund manager


Berkshire Hathaway, Berkshire Hathaway Shareholders Meeting May 2026


Federal Reserve Bank of Richmond, Aspen Ideas Festival 2026


Award-winning filmmaker, Aspen Ideas Festival 2026


Builders Vision (Walton Family Office), Aspen Ideas Festival 2026


Visser-Labs LLC / 22V (AI Macro Nexus Research), Alpha Edge North America 2026 Keynote Speaker


Harbinger Sports Partners, Alpha Edge North America 2026 Keynote Speaker


Advocate Health, Global Alts Miami 2026 Advisory Board, 2026


Aksia, Global Alts Miami 2026 Advisory Board, 2026


Albourne, Global Alts Miami 2026 Advisory Board, 2026


Bayshore Global Management, Global Alts Miami 2026 Advisory Board, 2026


Bowdoin College, Global Alts Miami 2026 Advisory Board, 2026


Carnegie Corporation of New York, Global Alts Miami 2026 Advisory Board, 2026


CPP Investments, Global Alts Miami 2026 Advisory Board, 2026


General Catalyst, Global Alts Miami 2026 Advisory Board, 2026


General Motors Asset Management, Global Alts Miami 2026 Advisory Board, 2026


La Caisse, Global Alts Miami 2026 Advisory Board, 2026


Michigan Department of Treasury, Global Alts Miami 2026 Advisory Board, 2026


Pension Protection Fund, Global Alts Miami 2026 Advisory Board, 2026


SWIB, Global Alts Miami 2026 Advisory Board, 2026


University Pension Plan, Global Alts Miami 2026 Advisory Board, 2026


Coatue Management, Q2 2026 venture capital leader


BlackRock, Milken Global Conference 2026 Speaker


Brookfield Corporation, Milken Global Conference 2026 Speaker


NVIDIA, Milken Global Conference 2026 Speaker


International Monetary Fund, Milken Global Conference 2026 Speaker


General Motors, Milken Global Conference 2026 Speaker


Berkshire Hathaway, Berkshire Shareholders Meeting 2026


Sector Head at Coatue Management, AI-driven industrial/data center investing, analyst since 2022, prior Advent International, Yale history/global affairs, II 2026 Hedge Fund Rising Star


CalPERS - California Public Employees' Retirement System ($460B AUM) - Appointed July 2024, formerly CIO of New Zealand Superannuation Fund. Source: CalPERS official announcement 2024


Portfolio Manager and Research Analyst Biotech Innovation Fund at Janus Henderson Investors, long/short biotech, PhD Harvard-MIT HST, prior RA Capital/Eventide, Argentine-born, II 2026 Hedge Fund Rising Star


CalPERS - Joined 2025, previously Senior Investment Director of Total Fund Management at CalSTRS. Three decades of investing experience. Source: ai-cio.com CalPERS news


Janus Henderson Investors global active asset manager, London/Denver, public equity fixed income alternatives


CalPERS - Promoted to lead private markets investment division. Source: Markets Group CalPERS news


Partner and Head of Credit at Verdad Advisers, quantitative credit investing, prior Apollo high-yield, Dartmouth/Kellogg MBA, joined Verdad 2019, II 2026 Hedge Fund Rising Star


CalSTRS - California State Teachers' Retirement System (~$382B AUM) - Appointed 2024, leads investment team of 200+ professionals. Source: State CIO research 2025


Founder of Voxel Capital Partners tech-focused long-only hedge fund 12-15 concentrated positions, prior Lone Pine Capital 9yr partner/Eton Park/Viking Global/TPG Capital, Northwestern math/econ, II 2026 Hedge Fund Rising Star


NYC Bureau of Asset Management - Manages $316B portfolio for five NYC pension systems (NYCERS, NYSTRS, etc.). Formerly president AFL-CIO Investment Trust Corporation. Appointed interim CIO 2025, appears to have become permanent CIO. Source: ai-cio.com NYC pension news


Voxel Capital Partners tech-focused long-only hedge fund, founded by Kevin Salimian ex-Lone Pine Capital partner, 12-15 concentrated positions, launching 2026


Illinois TRS - Teachers' Retirement System of the State of Illinois ($80B AUM) - Named 2026 Elite Institutional CIO. Source: Markets Group Elite CIOs 2026


Head of AIA Labs macro trading strategy at Bridgewater Associates, machine-first investing using AI/ML, applied math/econ Johns Hopkins, Morgan Stanley trading 2yr, Bridgewater since 2016, founded AIA Labs 2023, II 2026 Hedge Fund Rising Star


Texas TRS - Teacher Retirement System of Texas ($225B AUM) - Joined TRS 2009, promoted from Deputy CIO/Chief Risk Officer. Source: TRS Texas official leadership


Head of Business Development at Citadel Surveyor Capital, age 29 youngest in Citadel history to hold role, prior JPMorgan/Boothbay Fund Management, Williams College economics, II 2026 Hedge Fund Rising Star


Florida SBA - State Board of Administration of Florida ($250B+ AUM) - Manages $195B for Florida Retirement System Defined Benefit Plan (5th largest US public pension). Source: Milken Institute speaker listing


Senior Director Investment Office at New York Life, leads capital markets and private asset strategy, MBA Columbia Business School, managed $6B healthcare portfolio, II 2026 Allocator Rising Star


Florida SBA - State Board of Administration of Florida - Appointed to end multi-year vacancy, approved unanimously by Florida cabinet. Source: ai-cio.com Florida SBA news


New York Life insurance company investment office, New York NY


New York State Common Retirement Fund - State employee and teacher pension fund - Appointed by Comptroller Thomas P. DiNapoli in August 2019. Source: NY OSC press release


Principal Analyst Private Markets at Exelon corporate pension/investment, prior JPMorgan Private Bank/Altair Advisers, Lehigh University summa cum laude, II 2026 Allocator Rising Star


New York State Common Retirement Fund - Appointed Deputy CIO in August 2020. Source: NY OSC press release 2020


Exelon utility company corporate investment/pension office


Michigan MERS - Municipal Employees' Retirement System of Michigan ($19.66B AUM) - Promoted February 2026, with fund since 2002, oversees global equities and fixed income. Source: ai-cio.com Michigan MERS news


Portfolio Manager at Saginaw Chippewa Indian Tribe of Michigan Family Office, joined 2023, created rules-based allocation system, II 2026 Allocator Rising Star


Hawaii ERS - Employees' Retirement System of the State of Hawaii - Previously Deputy and Interim CIO of Public Employees Retirement Association of New Mexico. Source: PERA New Mexico/Hawaii cross-reference


Saginaw Chippewa Indian Tribe of Michigan sovereign family office investment fund


Hawaii ERS - Employees' Retirement System of the State of Hawaii ($14.1B AUM) - Leading crisis management and return to profitability efforts. Source: Hawaii ERS investment news


Senior Investment Officer Director of Growth and Venture Capital at Mass PRIM, joined 2021, 15+ years experience, prior China Growth Capital/Summit Partners/Harvard Management Company, II 2026 Allocator Rising Star


OPERS - Ohio Public Employees Retirement System - CFA credential. Source: LinkedIn/OPERS official


Managing Director Head of Investments at Meyer Memorial Trust, Master's Finance Harvard, prior PIMCO/SECOR Asset Management/QFR Capital/Taconic Capital, II 2026 Allocator Rising Star


PSERS - Pennsylvania Public School Employees' Retirement System ($72.8B AUM) - Interim CIO, following DOJ investigation closure and prior CIO transition. Source: PSERS official news


Meyer Memorial Trust foundation endowment, Portland Oregon


PSERS - Pennsylvania Public School Employees' Retirement System - Served as Acting CIO from December 2021. Source: PSERS staff information


Senior Analyst at State of Wisconsin Investment Board SWIB, joined 2016, developed beta strategies, Marquette/NYU MBA, II 2026 Allocator Rising Star


Wisconsin SWIB - State of Wisconsin Investment Board ($162B+ AUM) - Appointed April 2021 to lead $163 billion pension fund reshaping efforts. Source: Pensions & Investments profile


Director of Investments and Head of Mission-Aligned Investing at Doris Duke Foundation, Columbia astrophysics/CFA, private infrastructure 10+ years, joined 2017, II 2026 Allocator Rising Star


Wisconsin SWIB - State of Wisconsin Investment Board - Promoted to interim lead after Anne Marie Fink's retirement in April 2026. Source: Alternatives Watch 2026


Doris Duke Foundation endowment and charitable foundation, New York NY


Wisconsin SWIB - State of Wisconsin Investment Board - Retired April 2026 after leading private markets expansion. Source: Alternatives Watch April 2026


Senior Investment Analyst at Somers Re reinsurance, MBA Cornell Johnson, joined Starr Insurance 2018, II 2026 Allocator Rising Star


Colorado PERA - Colorado Public Employees' Retirement Association ($57.6B AUM) - 2026 compensation $1.2M including $660K bonus. Source: Colorado Sun pension staff reporting 2026


Colorado PERA - Colorado Public Employees' Retirement Association - Hired and approved by board March 2024. Source: Pensions & Investments


Managing Director Portfolio Management at Carnegie Corporation of New York, CFA/Master's quantitative finance Fordham, prior Ford Foundation/AQR Capital, II 2026 Allocator Rising Star


Minnesota SBI - Minnesota State Board of Investment ($157.1B AUM as of March 2026) - Succeeded Mansco Perry III, previously CIO/Executive Director of St. Paul Teachers' Retirement Fund Association since 2014. Source: ai-cio.com and Pensions & Investments


Carnegie Corporation of New York foundation endowment, New York NY


Georgia TRS - Teachers Retirement System of Georgia - CIO of state teachers pension fund. Source: TRS Georgia official website


VP of Debt at Texas Permanent School Fund, grew private credit to $4.1B, prior Bank of America equity analyst, II 2026 Allocator Rising Star


Connecticut Pension Funds - State of Connecticut Office of the Treasurer - Promoted to DCIO for Connecticut Retirement Plans and Trust Funds including teacher and state worker pensions. Source: Connecticut OTT official news


Texas Permanent School Fund state sovereign endowment, $50B+ AUM, Austin Texas


Massachusetts PRIM - Pension Reserves Investment Management Board - DCIO role overseeing Massachusetts public pension investment strategy. Source: PRIM staff listing


Investment Officer at Cornell University endowment, prior Bessemer Trust, Cornell mechanical engineering BS/MS CFA CAIA, II 2026 Allocator Rising Star


Massachusetts PRIM - Pension Reserves Investment Management Board - CFA credential. Source: PRIM official


Cornell University endowment investment office, Ithaca New York


PSPRS - Public Safety Personnel Retirement System - Named 2026 Elite Institutional Investor CIO. Source: Markets Group 2026 Elite CIOs


Managing Director Private and Venture Capital Portfolios at YMCA Retirement Fund, joined 2017, II 2026 Allocator Rising Star


PSPRS - Public Safety Personnel Retirement System - Named 2026 Next Elite Institutional Investor list. Source: Markets Group 2026 Elite CIOs


YMCA Retirement Fund institutional pension/endowment, New York NY


Portfolio Manager at AFP Habitat Chile Colombia Peru, leads regional private markets strategy committed $1B+ buyout/growth/secondaries/co-investments, II 2026 Allocator Rising Star


Pennsylvania PMRS - Pennsylvania Municipal Retirement System - Leads PMRS deepening private market footprint strategy. Source: Markets Group PMRS news


AFP Habitat pension fund manager operating in Chile, Colombia, and Peru, private markets $1B+ commitments


CIO of California Public Employees' Retirement System since July 2024


Deputy CIO Capital Markets since 2025, transferred from CalSTRS


Partner Head of Credit, II 2026 Rising Star


Senior Investment Director of Total Fund Management at CalSTRS before joining CalPERS


Founder, ex-Lone Pine Capital partner, II 2026 Rising Star


CIO of California State Teachers' Retirement System since 2024


CIO managing $316B for five NYC pension systems


Executive Director & CIO of Teachers' Retirement System of Illinois


Head of Business Development Surveyor Capital, II 2026 Rising Star


CIO of State Board of Administration of Florida


Senior Director Investment Office, II 2026 Allocator Rising Star


Executive Director & CIO of Florida State Board of Administration


Principal Analyst Private Markets, II 2026 Allocator Rising Star


CIO of New York State Common Retirement Fund since August 2019


Portfolio Manager, II 2026 Allocator Rising Star


Deputy CIO of New York State Common Retirement Fund since August 2020


Senior Investment Officer Director of Growth and Venture Capital, II 2026 Allocator Rising Star


CIO of Colorado Public Employees' Retirement Association


Managing Director Head of Investments, II 2026 Allocator Rising Star


CEO/Executive Director of Colorado PERA since March 2024


Senior Analyst, II 2026 Allocator Rising Star


Deputy CIO of Pension Reserves Investment Management Board


Director of Investments, II 2026 Allocator Rising Star


Executive Director & CIO of Pension Reserves Investment Management Board


Senior Investment Analyst, II 2026 Allocator Rising Star


MD Portfolio Management, II 2026 Allocator Rising Star


Citadel Advisors LLC | Founded multi-strategy pod structure with ~$60B AUM | Source: Citadel leadership page, Wikipedia


VP of Debt, II 2026 Allocator Rising Star


Millennium Management | Founded 1989, pod-based structure with 300+ portfolio managers, $84.2B AUM as of March 2026 | Source: Millennium Management, insider reports


Investment Officer, II 2026 Allocator Rising Star


Point72 Asset Management | Operates ~190 trading pods across equities, credit, macro, quantitative | Source: Point72 leadership page, HedgeCo 2026


MD Private and Venture Capital, II 2026 Allocator Rising Star


Balyasny Asset Management | Founded 2001 with Scott Schroeder & Taylor O'Malley | Pod-based structure with multi-sector operations | Source: BAM official, Ritholtz podcast 2025


Portfolio Manager, II 2026 Allocator Rising Star


ExodusPoint Capital Management | Co-founded 2017 with Hyung Lee, ex-Millennium head of fixed income | $8.5B launch capital in 2018 | Source: ExodusPoint, Bloomberg 2024


Citadel | Hired from Goldman Sachs Asset Management (26 years, ex-GSAM CIO Fixed Income) | Leads fixed income/macro development program | Source: Hedgeweek, Citadel 2024


Citadel | Hired from Brevan Howard (portfolio manager) | Joined mid-2025 | Background: Citi (6 years), Nomura, Lehman Brothers | Source: Hedgeweek, Citadel 2025


Citadel (transferred from Point72) | Previously portfolio manager at Point72 | Joined Citadel London August 2024 | Source: Hedgeweek, Citadel 2024


Balyasny Asset Management | Hired April 2025 with ~$30M compensation package | 8 years at BlueCrest Capital, 20+ year Japan expertise (Credit Suisse Tokyo) | Leading Asia macro pod expansion | Source: Bloomberg, IndexBox 2025


Balyasny Asset Management | Hired 2025 as part of Ron Choy's Asia macro pod | Former BlueCrest colleague of Choy in Singapore | Source: Bloomberg, Hedgeweek 2025


Balyasny Asset Management | Hired 2025 for Ron Choy's Asia macro pod expansion | Former BlueCrest Singapore | Source: Bloomberg 2025


Balyasny Asset Management | Hired 2025 from PIMCO | Part of Ron Choy's expanded Asia macro team | Source: Bloomberg 2025


Balyasny Asset Management | Hired 2025 from UBS (short-term rates trader) | Joins Ron Choy's Asia macro pod | Source: Bloomberg 2025


ExodusPoint Capital Management | Co-founded 2017, ex-Millennium head of equities | Stepped down as head of equities Aug 2024, now adviser | Retains 50% ownership | Source: Bloomberg 2024, Wikipedia


ExodusPoint Capital Management / WestWind Asset Management | Since 2019 at ExodusPoint | Leads WestWind (launched 2021) with 30+ PMs | Prior: Millennium (technology/media portfolio), Diamondback Capital, XI Capital Partners | MBA NYU Stern | Source: PRNewswire 2021, AlternativesWatch


Citadel | Hired from Brevan Howard | Joined mid-2025 | Source: Citadel hiring reports 2025


Citadel | Hired from Barclays | Joined 2024-2025 | Source: Citadel hiring reports


Verition Fund Management | Hired from Citigroup (head of JGB trading) | May 2024 | Singapore-based pod includes Patrick Bonifant (G-10 rates) | Source: Bloomberg, Hedgeweek 2024


Verition Fund Management | Former Morgan Stanley managing director | Singapore-based investment pod with Shin Kobayashi | Source: Bloomberg, Hedgeweek 2024


Verition Fund Management | Oversees relative value, rates, macro, FX, structured products strategies | Source: Verition fund reports


Verition Fund Management | Source: Verition reports


Verition Fund Management | Oversees equity, commodity, FX derivatives | Source: Verition reports


ExodusPoint Capital Management | Named January 2025 | Source: ExodusPoint leadership 2025


ExodusPoint Capital Management | Joined recent hiring cycle | Based New York | Source: ExodusPoint 2024-2025


ExodusPoint Capital Management | Joined recent hiring cycle | Based London | Source: ExodusPoint 2024-2025


ExodusPoint Capital Management | Hired 2024-2025 | Based London | Source: Hedgeweek 2025


ExodusPoint Capital Management | Hired 2024-2025 | Based New York | Source: Hedgeweek 2025


Surveyor Capital (Citadel subsidiary) | Appointed 2021 | Focuses on talent recruitment & development for hedge fund managers | Source: Citadel, Preqin


Surveyor Capital (Citadel subsidiary) | Founded 2008 as Citadel seeding platform | Source: Preqin, Citadel reports


Founded by Ken Griffin | ~$60B AUM | Pod-based structure with equities, fixed income, macro, commodities, credit, quantitative pods | Source: Citadel official


Founded by Israel Englander (1989) | $84.2B+ AUM as of March 2026 | 300+ portfolio managers in independent pods across equities, fixed income, commodities, FX | Source: Millennium official, insider reports


Founded by Steve Cohen | ~190 trading pods | Covers equities (AI infrastructure, sector rotation), credit, macro, quantitative strategies | Source: Point72, HedgeCo 2026


Founded 2001 by Dmitry Balyasny, Scott Schroeder, Taylor O'Malley | Based Chicago | Equities (44% of investment staff), fixed income, commodities, macro pods | 82% Asia revenue growth 2024-2025 | Source: BAM official, Ritholtz 2025


Co-founded 2017 by Michael Gelband & Hyung Lee (both ex-Millennium) | $8.5B launch capital (2018) | 100+ portfolio management teams | WestWind fundamental equities unit (2021, Robert Bovo) | Source: ExodusPoint, Wikipedia, Bloomberg


Founded 2008 by John Venetos | Seeding platform for long/short equity hedge fund managers | Talent-forward strategy under Phillip Lee (2021+) | Source: Citadel, Preqin


~$10B AUM | 500+ professionals | Pod-based with fixed income, equities, volatility, macro strategies | Singapore-based investment pod for rates trading | Source: Verition, Bloomberg


~$19B AUM | Fundamental Equity, Tactical, Quantitative, Discretionary Macro & Fixed Income strategies | Internal and Partner portfolio managers | Source: Schonfeld official, Preqin


Source of recent multi-manager hires | Ron Choy (8 years), Shumpei Kobayashi, Romain Vincent relocated to Balyasny | Source: Bloomberg 2025


Source of recent Citadel hires: Bernard Singer, Ravi Vinda (2025) | Source: Hedgeweek, Citadel


Launched September 2021 | Led by Robert Bovo | 30+ portfolio managers focused on fundamental long/short equities | Source: PRNewswire 2021


Griffin founded Citadel and maintains CEO/founder role | Source: Citadel official


Englander founded Millennium in 1989, served as Chairman & CEO | Source: Millennium, Wikipedia


Cohen founded and leads Point72 with 190+ pod structure | Source: Point72 official, HedgeCo


Balyasny co-founded BAM in 2001 | Source: BAM official


Gelband co-founded ExodusPoint in 2017 with Hyung Lee | Source: ExodusPoint, Bloomberg


Lee co-founded ExodusPoint in 2017 with Michael Gelband | Source: ExodusPoint, Bloomberg


Venetos founded Surveyor Capital in 2008 as Citadel seeding platform | Source: Citadel, Preqin


Senior portfolio manager leading fixed income/macro development | Source: Citadel, Hedgeweek 2024


Portfolio manager (fixed income) joined from Brevan Howard mid-2025 | Source: Hedgeweek, Citadel 2025


Portfolio manager in fixed income & macro (transferred from Point72) August 2024 | Source: Hedgeweek 2024


Associate portfolio manager hired from Brevan Howard mid-2025 | Source: Citadel 2025


Associate portfolio manager hired from Barclays 2024-2025 | Source: Citadel


Portfolio manager leading Asia macro pod | Hired April 2025 | Source: Bloomberg 2025


Associate PM on Ron Choy's Asia macro pod | Hired 2025 | Source: Bloomberg 2025


Senior analyst on Ron Choy's Asia macro pod | Hired 2025 | Source: Bloomberg 2025


Associate PM on Ron Choy's Asia macro pod | Hired 2025 from PIMCO | Source: Bloomberg 2025


Associate PM (short-term rates) on Ron Choy's Asia macro pod | Hired 2025 from UBS | Source: Bloomberg 2025


Portfolio manager, long/short equities | Since 2019 | Source: ExodusPoint, Wikipedia


Leads WestWind fundamental equities unit with 30+ PMs | Since 2021 | Source: PRNewswire 2021


Co-founder, adviser to firm (stepped down as head of equities Aug 2024) | Source: Bloomberg 2024


Head of systematic strategies | Source: ExodusPoint


Senior managing director, fixed income | Based London | Source: ExodusPoint


Chief risk officer | Named January 2025 | Source: ExodusPoint 2025


Senior portfolio manager | Hired 2024-2025 | Based London | Source: Hedgeweek


Senior portfolio manager | Hired 2024-2025 | Based New York | Source: Hedgeweek


Portfolio manager, yen rates trading | Singapore-based pod | Hired May 2024 from Citigroup | Source: Bloomberg, Hedgeweek 2024


Portfolio manager, G-10 rates | Singapore-based pod with Shin Kobayashi | Former Morgan Stanley MD | Source: Bloomberg, Hedgeweek


Head of fixed income strategies | Source: Verition


Global head of institutional strategy & equity capital markets | Source: Verition


Head of global volatility trading | Source: Verition


Head of Surveyor Capital | Appointed 2021 | Source: Citadel


Portfolio manager at Brevan Howard before joining Citadel mid-2025 | Source: Hedgeweek


Associate PM at Brevan Howard before joining Citadel mid-2025 | Source: Citadel


Portfolio manager at Point72 before joining Citadel August 2024 | Source: Hedgeweek


8-year portfolio manager at BlueCrest before joining Balyasny April 2025 | Source: Bloomberg


Associate PM at BlueCrest Singapore before joining Balyasny 2025 | Source: Bloomberg


Senior analyst at BlueCrest Singapore before joining Balyasny 2025 | Source: Bloomberg


Associate PM at PIMCO before joining Balyasny 2025 | Source: Bloomberg


Short-term rates trader at UBS before joining Balyasny 2025 | Source: Bloomberg


26-year career at GSAM, CIO Fixed Income & Liquidity Solutions, before joining Citadel 2024 | Source: Hedgeweek


Portfolio manager managing global technology/media before joining ExodusPoint 2019 | Source: ExodusPoint, PRNewswire


Head of Japanese Government Bond Trading at Citigroup before joining Verition May 2024 | Source: Bloomberg


Managing director at Morgan Stanley before joining Verition | Source: Bloomberg


Associate PM at Barclays before joining Citadel 2024-2025 | Source: Citadel


Under Ken Griffin's leadership at Citadel | Source: Citadel


World's largest family office managing Walmart family wealth. Tax records showed holdings in hedge funds run by Tiger Global Management and Viking Global Investors. Source: CNBC 2025-12-11 'Walton fortune: Inside the $500 billion web of family offices'


Bill Gates' family office established 1995, managing $115B in personal assets plus Gates Foundation $67B endowment. Invests across public equities, venture capital, private equity, hedge fund strategies. Source: Altss Blog 2025 'Bill Gates' Family Office Cascade Investment: Inside a $100+ Billion Portfolio'


Converted from hedge fund to family office in 2011 when George Soros returned ~$1B to outside investors. Invests in public/private equity, hedge funds, real estate, venture capital. Typical investment size $10M-$150M. Source: Wikipedia, family office search results 2025-2026


Independent MFO established 1907, manages $200B+ for 3,000+ families, foundations, endowments. Hedge fund program includes equity long-short, event-driven, macro, multi-strategy strategies. $150B+ assets under administration. Source: Bessemer Trust official; PitchBook LP profile


Major MFO player with outsourced CIO model. 68% of institutional clients invest in hedge funds and absolute return investments. Alternatives program includes equity long-short, event-driven, macro hedge strategies. ~40% of allocations to private markets/alternatives. Source: Northern Trust wealth management research 2025-2026


Manages $80B+ for founders including Mark Zuckerberg, Jack Dorsey, Reid Hoffman. Founded 2011 by Divesh Makan, Michael Anders, Chad Boeding, Will Griffith. Invests in direct deals, venture capital, technology buyouts. Charges 75-100 bps on family office assets. Source: Wikipedia, Altss 2026


Leading international MFO with $46B AUA. Stonehage Fleming Global Private Capital Fund 2025 closed at $159M, investing in 8-10 best-in-class managers with exposure to 100-150 portfolio companies. Focus on small/mid-market globally. Acquired by Corient (US) Sept 2025 at 30% premium. Source: Stonehage Fleming, Wealth Briefing 2025


Born from Rockefeller heirs' family office, now values $6.6B (2025 recapitalization), manages $187B in AUM. Rockefeller Global Investment Management manages ~$20B across equities, fixed income, private equity, long-short strategies. Source: CNBC 2025-10-14, Wikipedia


Chanel dynasty's private investment firm. Led recapitalization of Rockefeller Capital Management in 2025 alongside Progeny 3 and Abrams Capital. Major LP and investor in hedge funds and alternative managers. Source: CNBC 2025-10-14 'Rockefeller Capital secures backing from Chanel dynasty's family office'


Single-family office based in Kirkland, Washington affiliated with Smith Hemingway family. Co-led Rockefeller Capital Management recapitalization in 2025. Active LP in alternative managers and hedge funds. Source: SWF Institute, CNBC 2025


CIO for Cascade Investment (Bill Gates family office) and Bill & Melinda Gates Foundation since 1994. Founded Cascade in 1994. Oversees $115B+ in personal wealth plus $67B Foundation endowment. Applies fundamental, long-horizon investment approach across asset classes. Source: Hedge Fund Alpha, Insider Monkey 2025-2026


Senior client officer in Northern Trust's Global Family Office outsourced CIO team, overseeing $6B in assets across ultra-high-net-worth families and private foundations. Selected as CIO in 2025. Source: Chief Investment Officer magazine 2025


Co-founder of ICONIQ Capital (2011) managing $80B+ for tech founders. Co-founder with Michael Anders, Chad Boeding, Will Griffith. Source: Wikipedia, Altss 2026


Founder of Abrams Capital Management (Boston-based, established 1999). Net worth $5.67B. Manages multi-billion assets with value-oriented investment approach. ~37 employees. Co-led Rockefeller Capital recapitalization in 2025. Source: TipRanks, Insider Monkey, Fintool 2025-2026


Private equity/hedge fund founded 2001 (NYC). Focuses on global internet, software, consumer, fintech. $34B+ in holdings (June 2025). Major recipient of family office LP commitments including Walton Enterprises. Source: Fintel, Stock Circle, LinkedIn 2025-2026


Manages $55B+ AUM as of Sept 2025. Multiple fund families: Viking Global Equities (launched 1999), Viking Long Funds (2009), Viking Global Opportunities (2015, public/private hybrid), Viking Global Opportunities Drawdown (2021, PE), Viking Structured Capital (2023). Client base includes charitable foundations, endowments, pension plans, sovereign entities, trusts, individuals. Received Walton Ente


Boston-based hedge fund (est. 1999). $6B in 13F holdings as of June 2025. Focused, concentrated, value-oriented approach across public/private markets. Multi-billion AUM. David Abrams is founder/managing partner. Served as LP in Rockefeller Capital recapitalization (2025). Institutional client base and high-net-worth individuals. Source: Fintool, InsiderMonkey, Abramscapital.com 2025-2026


Founded 1997 by Paul Marshall and Ian Wace (London HQ). One of world's largest hedge fund managers. Offices in London, New York, Hong Kong, Shanghai, Singapore. 350+ employees. Serves institutional investors, high-net-worth individuals, family offices globally. Source: Wikipedia, Preqin 2025-2026


Headquartered Chicago (est. 2001). Founded by Dmitry Balyasny, Scott Schroeder, Taylor O'Malley. $32B+ AUM (2026). 2,000+ employees. Offices in Canada, Europe, Asia. Major allocator to alternative strategies. Source: Wikipedia 2025-2026


$1.1 trillion invested assets. Positions as comprehensive solution for wealthy families offering private equity, real estate investments, alternative strategies. Major global MFO player expanding through acquisitions. Source: Altss, market research reports 2025-2026


Division of Rockefeller Capital Management. Manages ~$20B across global/international/US large cap equities, US small/SMID cap, long-short equity, private equity, fixed income, municipal/high yield. Serves family office and institutional clients. Source: Rockefeller Capital official 2025


Walton Enterprises held stakes in Tiger Global hedge fund. Source: CNBC 2025-12-11


Walton Enterprises held stakes in Viking Global hedge fund. Source: CNBC 2025-12-11


Michael Larson serves as CIO of Cascade Investment, directing all investment activities since 1994. Source: Hedge Fund Alpha, Cascade profile 2025


William H. Gates III is sole owner of Cascade Investment, serves as only member. Source: Altss 2025


Bessemer Trust family office LP allocates to Marshall Wace and similar hedge fund managers through their hedge fund program. Source: Bessemer Trust hedge fund program description 2025-2026


Bessemer Trust allocates to multi-strategy hedge funds including Balyasny-style managers through institutional program. Source: Bessemer Trust institutional allocation 2025-2026


Northern Trust's alternatives program provides clients access to hedge fund managers including equity long-short, event-driven, macro strategies. Source: Northern Trust wealth briefing 2025-2026


Daniel Gottlieb served as senior client officer in Northern Trust's Global Family Office outsourced CIO team. Source: Chief Investment Officer magazine 2025


Divesh Makan is co-founder of ICONIQ Capital. Source: Wikipedia, Altss 2026


Mousse Partners (Chanel dynasty family office) led recapitalization of Rockefeller Capital in 2025. Source: CNBC 2025-10-14


Progeny 3 (Smith Hemingway family office) co-led Rockefeller Capital recapitalization in 2025. Source: CNBC 2025-10-14, SWF Institute


Abrams Capital (hedge fund) co-led Rockefeller Capital recapitalization in 2025. Source: CNBC 2025-10-14, AdvisorHub


David Abrams is founder and managing partner of Abrams Capital Management. Source: Abramscapital.com, TipRanks 2025-2026


Viking Global Investors was majority shareholder/founding backer of Rockefeller Capital (2023-2025), then reduced stake in 2025 recapitalization. Source: CNBC 2025-10-14


Stonehage Fleming allocates to best-in-class hedge fund and alternative managers through its Global Private Capital Fund series. Source: Stonehage Fleming 2025


UBS wealth management platform provides family office clients access to hedge fund and alternative strategies including investments in multi-strategy managers. Source: UBS wealth management family office services 2025-2026


Cascade Investment's hedge fund strategy allocates to long-short equity and alternative managers similar to Rockefeller's offerings. Source: Cascade portfolio composition 2025


Soros Fund Management (family office) allocates to hedge funds including multi-strategy alternatives. Source: Wikipedia, family office research 2025-2026


Hired by Citadel (Feb 2024) from Goldman Sachs Asset Management to lead fixed income and macro talent development program. Based in London. Previously CIO of fixed income and liquidity solutions at GSAM.


Founded April 1995; Manages $224 billion AUM as of March 31, 2026; Leading investor in distressed securities worldwide. Source: https://en.wikipedia.org/wiki/Oaktree_Capital_Management


Former Citadel portfolio manager and deputy head of Asia fundamental equities. Left Citadel in Feb 2025 after non-compete expiry. Co-founder and CIO at Invictus Investment Partners (Hong Kong, launching Q1 2026). Career includes Point72, Marshall Wace, Balyasny, UBS, Nikko Cordial Securities.


Co-founded Oaktree Capital Management in April 1995; Born 1946, age 80; Net worth approximately $2.2 billion; Author of three books on investing. Source: https://www.oaktreecapital.com/about/leadership/bio/howard-marks


Former Head of Japan at Point72. 20 years investment experience including Morgan Stanley, Merrill Lynch, Mizuho, Pictet, Schonfeld, Citadel, Highbridge, Segantii. Founded Invictus Investment Partners (Hong Kong) in 2025, launching Q1 2026 with Squarepoint anchor investor ($200M+). Focuses on 300 largest Japanese equities.


Co-founded Oaktree Capital Management in April 1995 with Howard Marks and others. Source: https://en.wikipedia.org/wiki/Oaktree_Capital_Management


Pioneering quant researcher who spent 17 years at Two Sigma building ML trading models generating billions. Led Two Sigma's 'techniques' unit for pattern discovery. PhD Computer Science UC Berkeley, engineering degree Caltech. Launching Hippocampus Capital Management in early 2026 focused on AI-powered alpha strategies. Based Greenwich, CT.


Current co-CEO of Oaktree Capital Management as of 2026. Source: https://en.wikipedia.org/wiki/Oaktree_Capital_Management


Departed Point72 in early January 2026 after joining in 2023 from Millennium Management. Previously Partner/MD at Boston Consulting Group. Background: Deloitte Consulting, Barclays Capital (fixed income sales), private equity fund roles. Served as adviser to New York Mets.


Equity research analyst background at Citadel Investment Group and Balyasny Asset Management. CFA charterholder. Founded Point72 Academy in 2015. Over 200 Academy graduates have earned analyst seats at Point72, several now portfolio managers. MBA Northwestern Kellogg, BA Michigan.


Founded 2000; $57 billion AUM; 26 partners and 310+ employees; Specializes in credit strategies including high yield, convertibles, and credit-related assets. Source: https://www.goldentree.com/our-team


Joined Point72 in 2016 from BlackRock where he was Global Head of Lateral Recruiting and Head of Global Campus Recruiting. Previously at Goldman Sachs in Human Capital Management and Operations (Head of EMEA Recruiting, Global Head of Investment Banking Recruiting). As of March 2026: Dir/Head Investment Talent at Point72.


Founded GoldenTree Asset Management in 2000; Previously head of MacKay Shields' high yield group (1991); Founded MacKay Shields hedge fund business (1997); CFA charter holder; BA Economics from Vassar College. Source: https://en.wikipedia.org/wiki/Steven_Tananbaum


Currently at Janus Henderson Investors since 2019, Portfolio Manager since 2022. Prior: RA Capital scientific research division (~3 years), Eventide Asset Management (Biotech Innovation Fund - ~$5B AUM). PhD biotech/research background. Specialist in biotechnology sector.


Founded 1995; $30 billion AUM; Global credit-focused manager specializing in distressed debt and special situations. Source: https://en.wikipedia.org/wiki/King_Street_Capital_Management


Co-founder of Nexyst Digital (quantitative multi-strategy digital assets firm). Former Partner at CoinFund where he led Trading & Infrastructure division, sat on Executive/Investment/Risk & Operations committees. 15+ years traditional finance: RBC Capital, OppenheimerFunds, BlackRock. Speaker at Hedgeweek Digital Assets Summit Europe 2025 and European Summit 2026.


Co-founded King Street Capital Management in 1995 with Francis Biondi Jr.; Previous experience at First Boston in Special Situations Fund and Distressed Securities Group (1987-1995); Chair of Management Committee, Global Investment Committee, Real Estate Investment Committee. Source: https://www.kingstreet.com/Team/Brian-Higgins


Hedge fund prime services specialist with experience at BNP Paribas, Scotiabank, Credit Suisse, Nomura, Citigroup. Co-founded Invictus Investment Partners with Tomohiro Yamaguchi. Launching Q1 2026 with Squarepoint Capital anchor investment ($200M+).


Co-founded King Street Capital Management in 1995 with Brian Higgins; Met Higgins at First Boston's high-yield desk in late 1980s. Source: https://en.wikipedia.org/wiki/King_Street_Capital_Management


Associated with Citadel. Keynote speaker at Bloomberg Quant Seminar Series (May 27, 2026) on topic 'Asset Management: Explainable Models that Remain Stable Over Time.' Indicates involvement in quant research and asset management.


Founded 2003; Manages $30+ billion in assets; Specializes in distressed securities and complex credit; Received $100 million seed funding from Reservoir Capital Group. Source: https://en.wikipedia.org/wiki/Anchorage_Capital_Group


Former High Frequency Quantitative Researcher at Citadel (Jan 2010 - Mar 2011). Currently CIO at Nexyst Digital. Prior experience: quantitative roles at Visium Asset Management. Part of senior management team launching Nexyst Digital quantitative funds (2025+).


Co-founded Anchorage Capital Group in 2003; Previously at Goldman Sachs in distressed debt business; Served as CEO until 2021, then became Chairman; Net worth indicates billionaire status. Source: https://www.crunchbase.com/person/kevin-ulrich


Founder of Horton Point family office (since Sept 2006, evolved into alternatives platform). CEO Gallery Network (Jan 2023+). Chairman Nexyst Digital (Jan 2022+). Longtime alternatives specialist. Co-leading Nexyst Digital launch of quantitative crypto funds with 100+ strategies tested over 2.5+ years.


Co-founded Anchorage Capital Group in 2003 with Kevin Ulrich; Previously at Goldman Sachs in distressed debt business; Later founded Inherent Group focused on ESG investments. Source: https://en.wikipedia.org/wiki/Anchorage_Capital_Group


Joined Point72 Jan 2008 as Portfolio Manager. Named Co-CIO in 2018. Elevated to President in April 2026 after Steve Cohen relinquished title. Works across discretionary, macro, and systematic strategies. Member of new Point72 executive committee (April 2026).


Founded 2005; Specialized in distressed debt and bankruptcy situations. Source: https://en.wikipedia.org/wiki/Aurelius_Capital_Management


Joined Point72 in 2018 from Goldman Sachs (21-year career), most recently COO of Investment Management Division. Oversees Finance, Human Resources, Operations, Technology, Investor Relations, Strategy, Risk, Market Intelligence, Treasury. B.S. Accounting/Finance Fairfield 1988, MBA NYU 1992.


Founded Aurelius Capital Management in 2005; Previously Senior Portfolio Manager at Elliott Management (1996-2005), member of Management Committee; Corporate bankruptcy lawyer for 16+ years at Kramer, Levin, Naftalis & Frankel (partner, co-head bankruptcy practice); BA Political Science from University of Pennsylvania (1974). Source: https://www.aurelius-capital.com/team/mark-brodsky


Joined Point72 April 2014 to create Surveillance unit (later merged with Compliance). General Counsel since 2019. Oversees Finance, HR, Operations, Legal, Compliance, Intelligence, Inclusion & Community. Former Assistant U.S. Attorney/DOJ. Prior: Coatee Management (General Counsel, Proprietary Research Head), Guidepoint Global (COO/General Counsel).


Co-founded Aurelius Capital Management in 2005; Previously portfolio manager at John A. Levin & Co. Source: https://www.globalcapital.com/article/28mww04rg6j9uzg95iqkg/distressed-pros-team-up-for-aurelius-hedge-fund


At Point72 since April 2007. Member of executive committee (April 2026). Oversees Government Relations, Corporate Communications, and Metropolitan Park development (around Citi Field). Former senior aide in U.S. Senate and House (telecom/tech policy), head of strategic development at telecom trade association.


Founded 1977; $76 billion AUM as of 2025; Based in West Palm Beach, Florida; Multi-strategy: activist equity, distressed debt, event-driven, private equity, credit, sovereign debt. Source: https://en.wikipedia.org/wiki/Elliott_Investment_Management


Point72 founder. As of April 2026: Age 70, relinquished president title to Harry Schwefel. Remains Chairman, CEO, Co-CIO. Established new executive committee to oversee strategy. Point72 AUM reached $50B as of May 2026. Returns: 19% (2024), 17.5% (2025).


Founded Elliott Investment Management in 1977; Started as convertible arbitrage trader, moved into activist investing after 1987 market crash; Notable for sovereign debt recovery (e.g., Peruvian bank debt: $20M purchased, $58M recovered in 1998); Pursued claims against Argentina, Peru, Republic of Congo. Source: https://en.wikipedia.org/wiki/Elliott_Investment_Management


Approximately $65B AUM. Centralized research and risk infrastructure with semi-autonomous pod structure. Major employer of quant researchers, portfolio managers. Multiple named executives and professionals identified (Finkelstein, Serizawa, Hamilton).


Co-founded 2004; $600+ billion AUM as of early 2026; 330+ investment professionals globally; Credit division specializes in senior secured loans, private high yield, mezzanine, structured credit. Source: https://www.aresmgmt.com/about-ares-management-corporation/our-team


$50B+ AUM as of May 2026. Multi-manager pod structure. Operates Point72 Academy for talent development. 2024 returns 19%, 2025 returns 17.5%. New executive committee structure established April 2026 under Steve Cohen's leadership.


Co-founded and serves as CEO of Ares Management (joined 2004, CEO since 2018); Instrumental in building Ares' private credit business; Previously at Royal Bank of Canada (2001-2004, Managing Partner Principal Finance Group), Indosuez Capital, Kidder Peabody & Co; Yale University graduate; Born circa 1972-1973. Source: https://www.bbntimes.com/financial/michael-arougheti-co-founder-ceo-of-ares-mana


~$70B AUM (2025), ~2,000 employees (2026). Uses AI, machine learning, distributed computing for trading strategies. Sold Venn quantitative analytics tool to Insight Partners (Jan 2026). Major quant research employer. Hao Zhang ML researcher building new hedge fund after 17-year tenure.


Founded 1987 by Cargill; $17 billion AUM; Invested $144 billion in 5,695 transactions across 82 countries; €15 billion in multi-jurisdictional NPL portfolios. Source: https://ads.finance/private-lenders/carval-investors/


~$60B AUM. Decentralized multi-manager structure with semi-autonomous portfolio manager teams. Major employer of quant researchers, portfolio managers, risk specialists.


$61-65 billion AUM as of December 31, 2025; Invests across full credit spectrum including distressed securities, non-performing loans; DSS (Distressed and Special Situations) group has $12.5 billion AUM; Middle market lending focus. Source: https://www.baincapitalcredit.com/about


Cliff Asness's systematic fund. Known for factor investing research and academic rigor. Top employer for quant researchers in 2026.


Founded 1998; $53 billion AUM as of June 30, 2025; Serves 2,000+ institutional clients; Invests in corporate credit, real estate, private equity, insurance, permanent capital strategies. Source: https://en.wikipedia.org/wiki/Fortress_Investment_Group


Hong Kong-based, founded Sept 2025, launching Q1 2026. Founded by Tomohiro Yamaguchi (CEO) and Kirtes Bharti. CIO: Takeo Serizawa. Anchor investor: Squarepoint Capital ($200M+, 2-year minimum). Strategy: 300 largest/most liquid Japanese equities, low net exposure.


Founded Fortress Investment Group in 1998; Serves as Chairman; Co-founder with Rob Kauffman, Randal A. Nardone, Pete Briger, Michael Novogratz. Source: https://en.wikipedia.org/wiki/Fortress_Investment_Group


Multi-manager platform launched from stealth 2025. CEO: Dimitri Sogoloff (formerly Horton Point). COO: Jon Campagna (ex-CoinFund). CIO: Val Zhigulin (ex-Citadel HFT). Tested 100+ strategies over 2.5 years. Focus: uncorrelated crypto alpha strategies.


Co-founded Fortress Investment Group in 1998 with Wesley Edens and others. Source: https://en.wikipedia.org/wiki/Fortress_Investment_Group


Founder: Hao Zhang (17-year Two Sigma veteran, ML researcher). Launching early 2026. Based Greenwich, CT. Focus: AI-powered alpha strategies representing next-wave quant investing.


Prominent biotech-focused hedge fund. Employed Agustin Mohedas in scientific research division mapping therapeutic landscapes (~3 years tenure).


Source of talent to hedge funds. Sam Finkelstein was CIO of fixed income and liquidity solutions before joining Citadel (2024).


$182B+ AUM. Provided $200M+ anchor investment to Invictus Investment Partners (Japan hedge fund) in 2025-2026.


Founded 1988; $73 billion AUM (as of 2023); Specializes in distressed debt, non-investment grade credit, convertible arbitrage, energy lending, real estate debt/equity, private equity, middle market direct lending. Source: https://en.wikipedia.org/wiki/TPG_Angelo_Gordon


Senior Portfolio Manager at Citadel (Feb 2024 - present). Leads fixed income and macro talent development program.


Founded Angelo Gordon in 1988 with Michael L. Gordon; Partner at L.F. Rothschild & Co., Vice Chairman; 15+ years experience in distressed securities, risk arbitrage, convertible arbitrage. Source: https://www.angelogordon.com/john-m-angelo/


Former portfolio manager at Citadel, deputy head of Asia fundamental equities. Left Feb 2025 after non-compete expiry.


Founded Angelo Gordon in 1988 with John M. Angelo; 15+ years experience in distressed securities, risk arbitrage, convertible arbitrage. Source: https://en.wikipedia.org/wiki/TPG_Angelo_Gordon


Career move included stint at Point72 before Citadel.


Founded May 1983; Origins in merger arbitrage, distressed debt, opportunistic credit; European Partners subsidiary focused on European loan portfolios including real estate NPLs. Source: https://en.wikipedia.org/wiki/Davidson_Kempner_Capital_Management


Chief Investment Officer and founder at Invictus Investment Partners (Hong Kong, Q1 2026 launch).


Founded Davidson Kempner Capital Management in May 1983. Source: https://en.wikipedia.org/wiki/Davidson_Kempner_Capital_Management


Former Head of Japan at Point72 Asset Management.


Joined Davidson Kempner in December 1984, promoted to partner in 1986; Key partner alongside Marvin H. Davidson. Source: https://en.wikipedia.org/wiki/Davidson_Kempner_Capital_Management


Co-founder, CEO, Head of Risk/Operations at Invictus Investment Partners (Hong Kong, 2025-2026).


Key investment professional at Davidson Kempner Capital Management; Involved in credit investment strategy and European opportunities. Source: https://altgoesmainstream.substack.com/p/the-agm-q-and-a-with-davidson-kempners


Spent 17 years at Two Sigma as pioneering quant researcher. Led 'techniques' unit building ML models generating billions.


Founded 1980 (specialization since 1989); Part of Virtus Investment Partners; Focuses on announced corporate events: mergers, acquisitions, spin-offs, reorganizations; Event-driven alternative strategies. Source: https://www.westchestercapitalmanagement.com/our-firm


Founder and Chief Investment Officer of Hippocampus Capital Management (launching early 2026).


Lead portfolio manager at Westchester Capital Management; Worked with Michael Shannon for 30+ years; Deep experience across market cycles in event-driven investing. Source: https://fintool.com/app/research/funds/hedge-funds/westchester-capital-management-llc/people/roy-behren


Chief Strategy Officer at Point72 (2023 - Jan 2026). Departed early January 2026.


Co-lead portfolio manager at Westchester Capital Management; Worked with Roy Behren for 30+ years; Deep experience across market cycles in event-driven investing. Source: https://www.westchestercapitalmanagement.com/our-firm


Joined Point72 from Millennium Management in 2023.


$3.186 billion AUM as of March 31, 2026 (Form ADV filing); Founded June 29, 2007 as spin-off from Stanfield Capital Partners' Hedge Fund Strategies Group. Source: https://radientanalytics.com/firm/adv/solus-alternative-asset-management-lp-144155


Head of Investment Professional Development & Point72 Academy Director (since 2015 founding).


Founded Minneapolis, Minnesota; $13 billion AUM (as of 2023); Focuses on credit-related assets, distressed securities, expanded into real estate and other alternatives. Source: https://en.wikipedia.org/wiki/V%C3%A4rde_Partners


Prior role as equity research analyst at Citadel Investment Group.


$15.5 billion AUM as of December 15, 2023; London-based; Launched first credit strategy 2000; Manages convertibles, asset-backed securities, credit, loans, structured credit, equities. Source: https://en.wikipedia.org/wiki/CQS_(Asset_Manager)


Head of Investment Talent Development at Point72 (since Jan 2016). Currently Dir/Head Investment Talent (March 2026).


$87 billion AUM as of May 2026; One of world's largest alternative asset management firms; Multi-strategy with significant credit and hedge fund components. Source: https://en.wikipedia.org/wiki/Millennium_Management


Current role: Portfolio Manager & Research Analyst on Health Care Team (since 2019, PM since 2022).


$85+ billion in investment capital as of December 1, 2025; Multi-strategy across hedge fund, private markets, multiasset class, active equity. Source: https://www.investmentnews.com/guides/largest-hedge-funds-by-aum/265104


Prior role in scientific research division mapping therapeutic landscapes (~3 years).


Co-founded in April 1995; Serves as Co-Chairman. Source: https://www.oaktreecapital.com/about/leadership/bio/howard-marks


Managing Partner & Chief Operating Officer, co-founder of Nexyst Digital (since Jan 2024).


Co-founded in April 1995. Source: https://en.wikipedia.org/wiki/Oaktree_Capital_Management


COO and co-founder of Invictus Investment Partners (Hong Kong, 2025-2026).


Serves as Co-CEO as of 2026. Source: https://en.wikipedia.org/wiki/Oaktree_Capital_Management


Quantitative researcher at Citadel. Keynote speaker at Bloomberg Quant Seminar May 2026.


Former High Frequency Quantitative Researcher at Citadel (Jan 2010 - Mar 2011).


Founded in 2000; Serves as Founder, Managing Partner, Chief Investment Officer. Source: https://en.wikipedia.org/wiki/Steven_Tananbaum


Chief Investment Officer at Nexyst Digital (2024-present).


Co-founded in 1995; Serves as Managing Partner and Chair of Management Committee. Source: https://www.kingstreet.com/Team/Brian-Higgins


Chairman of Nexyst Digital (since Jan 2022, CEO role April 2026+).


Co-founded in 1995. Source: https://en.wikipedia.org/wiki/King_Street_Capital_Management


Portfolio Manager at Point72 (Jan 2008+). Named Co-CIO 2018. Elevated to President & Co-CIO April 2026.


Co-founded in 2003; Serves as Chairman (previously CEO until 2021). Source: https://www.crunchbase.com/person/kevin-ulrich


Chief Operating Officer & Chief Financial Officer at Point72 (since 2018).


Co-founded in 2003; Later left to start Inherent Group. Source: https://en.wikipedia.org/wiki/Anchorage_Capital_Group


Prior 21-year career at Goldman Sachs, most recently COO of Investment Management Division.


Founded in 2005; Serves as Founder and Chairman. Source: https://www.aurelius-capital.com/team/mark-brodsky


Chief Operating Officer, General Counsel & Chief Compliance Officer (since April 2014).


Co-founded in 2005; Serves as President. Source: https://www.globalcapital.com/article/28mww04rg6j9uzg95iqkg/distressed-pros-team-up-for-aurelius-hedge-fund


Chief of Staff & Head of External Affairs at Point72 (since April 2007). Member of executive committee (April 2026).


Portfolio Manager (1996) and Senior Portfolio Manager & Management Committee member (through February 2005) before founding Aurelius. Source: https://www.aurelius-capital.com/team/mark-brodsky


Founder, Chairman, CEO & Co-CIO of Point72. Established new executive committee structure April 2026.


Founded in 1977; Chief investor and primary decision-maker. Source: https://en.wikipedia.org/wiki/Elliott_Investment_Management


Squarepoint Capital provided $200M+ anchor investment to Invictus (2-year minimum commitment, announced 2025).


Co-founded and serves as CEO (since 2018) as of 2026. Source: https://www.bbntimes.com/financial/michael-arougheti-co-founder-ceo-of-ares-management-and-pioneer-in-private-credit-and-alternative-investments


Founded in 1998; Serves as Chairman. Source: https://en.wikipedia.org/wiki/Fortress_Investment_Group


Co-founded in 1998. Source: https://en.wikipedia.org/wiki/Fortress_Investment_Group


Founded in 1988; Former partner at L.F. Rothschild & Co. Source: https://www.angelogordon.com/john-m-angelo/


Founded in 1988. Source: https://en.wikipedia.org/wiki/TPG_Angelo_Gordon


Founded in May 1983. Source: https://en.wikipedia.org/wiki/Davidson_Kempner_Capital_Management


Joined December 1984, promoted to partner in 1986; Co-founder/key partner with Marvin H. Davidson. Source: https://en.wikipedia.org/wiki/Davidson_Kempner_Capital_Management


Senior Portfolio Manager; Key investment professional. Source: https://altgoesmainstream.substack.com/p/the-agm-q-and-a-with-davidson-kempners


Co-President and Co-Chief Investment Officer; Lead portfolio manager. Source: https://fintool.com/app/research/funds/hedge-funds/westchester-capital-management-llc/people/roy-behren


Co-lead portfolio manager; Worked with Roy Behren for 30+ years. Source: https://www.westchestercapitalmanagement.com/our-firm


SVP and CIO at Thomas Jefferson University Hospitals Jefferson Health, implemented integrated risk framework across balance sheet assets, 2026 Markets Group Elite ALTS Allocators


Thomas Jefferson University Hospitals Jefferson Health investment office, Philadelphia Pennsylvania


Hippocampus Capital Management quant hedge fund, founded by Hao Zhang quant veteran, launching 2026


Founder of Hippocampus Capital Management quant hedge fund, quant veteran, launching 2026, SIG Labs citation


Co-Founder of Invictus Investment Partners Japan hedge fund, prior Citadel, $200M Squarepoint backing, launching Q1 2026


Riptide Advisors multimanager hedge fund seeding vehicle, start trading January 2026, talent development focus giving novice PMs real capital


CIO at Mastercard Foundation, multi-asset portfolio fixed income public equities and growing alternatives book, 2026 Markets Group mention


Mastercard Foundation endowment and charitable foundation, Toronto Canada, multi-asset portfolio


Co-Founder, ex-Citadel, $200M Squarepoint backing


UC Investments University of California system endowment $190B AUM, Oakland CA, praxisrock.com 2026


UTIMCO University of Texas Investment Management Company $88B AUM, Austin TX, praxisrock.com 2026


Harvard Management Company endowment $56.9B AUM, Boston MA, praxisrock.com 2026


Yale Investments Office endowment $44.1B AUM, New Haven CT, CIO Matthew Mendelsohn, praxisrock.com 2026


CIO at Yale Investments Office endowment $44.1B AUM, praxisrock.com 2026


Stanford Management Company endowment $40.8B AUM, Stanford CA, praxisrock.com 2026


Princeton University Investment Company endowment $36.4B AUM, Princeton NJ, praxisrock.com 2026


MITIMCo MIT Investment Management Company endowment $27.4B AUM, Cambridge MA, praxisrock.com 2026


Penn Office of Investments University of Pennsylvania endowment $24.8B AUM, Philadelphia PA, praxisrock.com 2026


KAUST Investment Management Company King Abdullah University of Science and Technology endowment $23.5B AUM, Thuwal Saudi Arabia, praxisrock.com 2026


University of Michigan Investment Office endowment $21.2B AUM, Ann Arbor MI, praxisrock.com 2026


Notre Dame Investment Office University of Notre Dame endowment $20.4B AUM, Notre Dame IN, praxisrock.com 2026


Texas A&M University endowment $18B AUM, College Station TX, praxisrock.com 2026


Sutter Health healthcare system investment office $16B AUM, Sacramento CA, praxisrock.com 2026


Columbia Investment Management Company Columbia University endowment $15.9B AUM, New York NY, praxisrock.com 2026


Northwestern University Investment Office endowment $15.2B AUM, Evanston IL, praxisrock.com 2026


UVIMCO University of Virginia Investment Management Company endowment $15.5B AUM, Charlottesville VA, praxisrock.com 2026


WashU Investment Management Company Washington University in St. Louis endowment $14.5B AUM, St. Louis MO, praxisrock.com 2026


Johns Hopkins University Office of Investments endowment $13.2B AUM, Baltimore MD, praxisrock.com 2026


UNC Management Company University of North Carolina endowment $13B AUM, Chapel Hill NC, praxisrock.com 2026


DUMAC Duke University Management Company endowment $12.3B AUM, Durham NC, praxisrock.com 2026


Emory Investment Management Emory University endowment $11.4B AUM, Atlanta GA, praxisrock.com 2026


University of Chicago Office of Investments endowment $10.9B AUM, Chicago IL, praxisrock.com 2026


Vanderbilt University Office of Investments endowment $10.9B AUM, Nashville TN, CIO Anders Hall, praxisrock.com 2026


Dartmouth Investment Office Dartmouth College endowment $9B AUM, Hanover NH, praxisrock.com 2026


Brown University Investment Office endowment $8B AUM, Providence RI, CIO Jane Dietze, praxisrock.com 2026


Rice Management Company Rice University endowment $8.5B AUM, Houston TX, praxisrock.com 2026


USC Investment Office University of Southern California endowment $8.1B AUM, Los Angeles CA, praxisrock.com 2026


Ohio State University endowment $7.5B AUM, Columbus OH, praxisrock.com 2026


University of Pittsburgh endowment $6B AUM, Pittsburgh PA, praxisrock.com 2026


Caltech Investment Office California Institute of Technology endowment $5B AUM, Pasadena CA, praxisrock.com 2026


University of Wisconsin Foundation endowment $5B AUM, Madison WI, praxisrock.com 2026


University of Minnesota endowment $4B AUM, Minneapolis MN, praxisrock.com 2026


Georgetown University endowment $4.4B AUM, Washington DC, praxisrock.com 2026


University of Florida endowment $3.5B AUM, Gainesville FL, praxisrock.com 2026


University of Oregon endowment $3B AUM, Eugene OR, praxisrock.com 2026


Artisan Partners active equity management $128B AUM, Wisconsin USA, founded by Andrew Ziegler 1994, accountance.net 2026


Founder of Artisan Partners active equity management firm $128B AUM, founded 1994, accountance.net 2026


CIO of Tufts University, managing $3.1 billion endowment; former Cambridge Associates managing director with nearly two decades of institutional investment management experience; appointed May 18, 2026 (Source: Tufts Now May 2026, Chief Investment Officer Magazine)


CIO of William and Flora Hewlett Foundation, managing $13-14 billion endowment; 35 years of investment experience; leads team of six investment professionals; consistently ranks foundation in top ten of peers (Source: Hewlett Foundation, Institutional Investor)


Yale University CIO since 2021; Yale '07 physics graduate; leads endowment's venture capital assets comprising quarter of portfolio; transitioning endowment from founder-led to technology and process-focused organization (Source: Yale News, Yale School of Management)


CalPERS CIO since July 2024; leads $556 billion fund; 40-year career in public and private financial institutions; former CIO of New Zealand Superannuation Fund and Australia's Future Fund; driving total portfolio approach adoption (Source: CalPERS, Chief Investment Officer Magazine, Pensions & Investments)


CalSTRS CIO since July 2024; leads $390.6 billion fund with 200+ investment professionals; former deputy CIO at CalSTRS since 2018; previously senior managing director at UC Regents overseeing $55 billion global equities; board member Toigo Foundation; named Elite 100 CIO by Markets Group (Source: CalSTRS, Chief Investment Officer Magazine)


NYU CIO managing $6 billion endowment since June 2024; Stanford BA in political science; former senior portfolio manager at Andrew W. Mellon Foundation ($8.1 billion); prior head of absolute return and credit strategies at Partners Capital LLP; Goldman Sachs background (Source: NYU News, Institutional Investor)


University of Michigan CIO managing $20 billion long-term investment portfolio including $19+ billion endowment; led growth from $2.5 billion (17th largest) to 9th largest endowment; named Public Endowment CIO of the Decade (2015) and Endowment CIO of the Year (2024); leads 20 investment professionals (Source: University of Michigan, Institutional Investor)


Knight Foundation CIO since 2025, first CIO in 20 years; managing $2.6 billion endowment; former Builders Vision (Walton family office) executive; Goldman Sachs and Cambridge Associates background; building 7-member investment team; focusing on 'next-generation managers' (Source: Knight Foundation, Pensions & Investments)


CalPERS deputy CIO for private markets as of June 2026; former director of private equity since 2022; U.S. Navy intelligence officer; Columbia and Yale PhD; oversees all alternative investments (private equity, credit, real estate, infrastructure) generating 35.8% returns since 2022; succeeded Daniel Booth (Source: CalPERS, Institutional Investor, Pensions & Investments)


CalPERS Managing Investment Director for Total Portfolio Management effective July 2026; nearly 18 years at CPP Investments leading research and total fund management; prior experience at Barclays Global Investors and MSCI in quantitative investing and indexing; leads portfolio construction and total portfolio approach implementation (Source: CalPERS, Institutional Investor)


New Mexico State Investment Council CIO since March 2026, first woman CIO in fund's history; managing $71 billion sovereign wealth fund; nearly two decades in financial markets and public pension management; prior CIO of Hawaii ERS (2023-2026); deputy/interim CIO at NM PERA for 8 years; CIO Power 100 list 2024-2025; among youngest and few Latina CIOs in US public pension system (Source: New Mexico


New York Life senior director in investment office; leads company's capital markets efforts advancing private asset strategy; recognized as 2026 Allocator Rising Star; indispensable part of firm's forward-looking investment strategy (Source: Institutional Investor Allocators' Choice Awards)


$3.1 billion endowment; managed by Rishad Sadikot as CIO with Board Investment Committee oversight; mission-aligned investment approach (Source: Tufts Now 2026)


$13-14 billion endowment managed by Ana Marshall; consistently top quartile performer; small team of six professionals; mission-driven allocation across public and private markets (Source: Hewlett Foundation, Institutional Investor)


Major endowment led by Matthew Mendelsohn; operates under guidance of Investment Committee; pioneering venture capital strategy representing significant portfolio portion (Source: Yale Investments Office)


$556 billion pension fund led by CIO Stephen Gilmore; first US retirement plan to adopt total portfolio approach (approved 2025, launching July 2026); led by two deputy CIOs (Orlich for private markets; Walker for total fund); 300+ investment professionals (Source: CalPERS, Pensions & Investments)


$390.6 billion pension fund led by CIO Scott Chan since July 2024; implementing 'one-fund' investment approach; 200+ investment professionals; dynamic allocation across infrastructure and private credit; exploring next-generation portfolio construction (Source: CalSTRS, Pensions & Investments)


$6 billion endowment led by CIO Michelle Knudsen since June 2024; manages diverse investment portfolio including alternatives (Source: NYU News 2024)


$20 billion long-term investment portfolio led by CIO Erik Lundberg; includes $19+ billion endowment; 9th largest US endowment; one of most diverse manager base of any university; on track to net zero by 2030; 20 investment professionals (Source: University of Michigan)


$2.6 billion endowment led by Rebecca Carland as first CIO in 20 years (2025); recently brought portfolio in-house after decades of outsourcing; 7-member investment team; focus on next-generation managers (Source: Knight Foundation, Institutional Investor)


$71 billion sovereign wealth fund established in 1958; managed by Kristin Varela as CIO since March 2026; projects $42 billion to state over next 10 years for education and social services; funds derived from oil and gas production (Source: New Mexico State Investment Council)


Major institutional allocator with significant private asset strategy led by senior leadership in investment office; recognized for advancing next-generation manager relationships and capital markets leadership (Source: Institutional Investor)


Appointed Chief Investment Officer, effective May 18, 2026; leads endowment investment strategy with Board Investment Committee oversight (Source: Tufts Now)


Serves as Chief Investment Officer and Vice President; oversees $13-14 billion endowment portfolio management with team of six professionals (Source: Hewlett Foundation)


Chief Investment Officer; leads endowment investment strategy and venture capital program; appointed 2021 after David Swensen's passing (Source: Yale News)


Chief Investment Officer since July 2024; leads 300+ investment professionals managing $556 billion fund; implementing total portfolio approach (Source: CalPERS)


Chief Investment Officer since July 2024; leads 200+ investment professionals managing $390.6 billion; implementing one-fund investment approach (Source: CalSTRS)


Chief Investment Officer since June 2024; manages $6 billion endowment portfolio; leads NYU Investment Office team (Source: NYU News)


Chief Investment Officer; leads 20 investment professionals managing $20 billion long-term portfolio including $19+ billion endowment (Source: University of Michigan)


Chief Investment Officer since 2025; first CIO in 20 years; leads newly internalized investment office managing $2.6 billion endowment (Source: Knight Foundation)


Deputy Chief Investment Officer for Private Markets as of June 2026; oversees private equity, private credit, real estate and infrastructure programs (Source: CalPERS)


Managing Investment Director for Total Portfolio Management effective July 2026; leads portfolio construction and total portfolio approach implementation (Source: CalPERS)


Chief Investment Officer since March 2026; manages $71 billion sovereign wealth fund; first woman CIO in fund's history (Source: New Mexico State Investment Council)


Senior Director in Investment Office; leads company's capital markets efforts and private asset strategy advancement (Source: Institutional Investor)


Founded 1977. AUM: $97.37 billion (as of February 2025). Multi-strategy activist fund specializing in corporate activism, distressed situations, and value unlocking. Source: Insider Monkey - Elliott Management 2026 13F Holdings


Founded Elliott Management in 1977. BS Psychology (University of Rochester), JD (Harvard Law School). Former corporate law attorney and investment banker at Donaldson, Lufkin & Jenrette. Source: Elliott Management corporate website and biography sources


Founded 2003. Official name: The Children's Investment Fund Management Limited. AUM: $77 billion (2026). London-based hedge fund known for concentrated, high-conviction approach and management engagement. Generated $18.9 billion in gains for investors in 2025. Source: Wikipedia, Insider Monkey, Gainify - Chris Hohn Portfolio Q4 2025


British hedge fund manager and philanthropist. Founded TCI Fund Management in 2003. Known for activist investor approach and engagement with management teams on operational improvements, capital returns, and governance changes. Source: Wikipedia - The Children's Investment Fund Management, Insider Monkey


Founded 2004. AUM: $18-20 billion (2026). Headquartered in New York City. Activist fund specializing in public equity investments with focus on corporate activism and value creation. In 2026, opening hedge fund to retail investors via IPO. Source: Wikipedia, The Motley Fool - Bill Ackman Hedge Fund IPO Article


Founded Pershing Square Capital Management on January 1, 2004. Billionaire investor opening hedge fund to retail investors in 2026. Source: Wikipedia - Pershing Square Capital Management, The Motley Fool


Founded 1995. AUM: $12-12.9 billion (2025-2026). New York-based hedge fund specializing in activist investing and event-driven strategies. Employee-owned, SEC-registered investment advisor with global operations. Source: Wikipedia, Insider Monkey - Daniel Loeb 2026 13F Holdings


Founded Third Point LLC in 1995. Resumed sole CIO responsibilities in 2020. Known for activist investment approach and long-term value creation strategies. Source: Wikipedia, Insider Monkey, AlphaMaven


Activist hedge fund focused on corporate activism and value creation. Notable campaign: Salesforce (2022-2026) which resulted in margin expansion, $25B share repurchase, and diluted share count reduction from 970M to 871M. Q1 2026: Exited Salesforce/Autodesk, entered Lamb Weston/CarMax. Source: Yahoo Finance, 24/7 Wall St - Starboard Value Portfolio 2026


Founder and CEO of Starboard Value LP. Activist investor known for engagement campaigns at public companies. Recent focus: Salesforce, Pfizer, TripAdvisor. Spoke at 13D Monitor conference 2026 on activist investing. Source: Insider Monkey - Jeff Smith Starboard Value, CNBC


Founded 2000 by Jeffrey Ubben. AUM: ~$10 billion (2024-2026). Known for soft activism working behind the scenes rather than public campaigns. SEC-registered investment advisor. Source: Wikipedia - ValueAct Capital, Insider Monkey


Became ValueAct's Chief Investment Officer in 2018, elevated to CEO in 2020. Prominent activist investor with board positions at numerous public companies including Microsoft. Co-CEO alongside Rob Hale as of 2024. Source: Insider Monkey, Institutional Investor - ValueAct's New CEO Mason Morfit


Founded ValueAct Capital in 2000. Pioneered soft activist hedge fund approach focusing on behind-the-scenes engagement. Source: Wikipedia - ValueAct Capital


Founded 1990. AUM: $67-69 billion (January 2026). Multi-strategy hedge fund with event-driven components. 2025 performance: +10.2%, second behind Millennium. Citadel Wellington flagship fund. Source: Insider Monkey - Ken Griffin Citadel 2026, Citadel corporate website


Founded Citadel in 1990. Started investing in 1986 from Harvard dorm room with small quantitative hedge fund in 1987. American hedge fund manager, entrepreneur, investor. Speaks at major investment conferences. Source: Citadel website, Wikipedia, LinkedIn


Co-CIO at Citadel LLC as of 2026. Source: Citadel corporate website


COO at Citadel LLC as of 2026. Source: Citadel corporate website


Founded 1989. AUM: $83.5-87 billion (2026). Multi-strategy hedge fund with diversified investment strategies. 2025 performance: +10.5%, outperformed Citadel for first time since 2020. Employs thousands of portfolio managers. Source: Insider Monkey, Fortune, The Daily Upside


Founded Millennium Management in 1989. Chairman and CEO as of 2026. Leads multi-strategy approach with hundreds of portfolio managers. Source: Insider Monkey - Millennium Management


President & COO at Millennium Management as of 2026. Source: Insider Monkey - Millennium Management


Head of capital development and investor relations at Millennium Management as of 2026. Source: Insider Monkey - Millennium Management


Founded by Ray Dalio. AUM: $92 billion (2026). Generated all-time high returns in 2025 with $15.6 billion net profits (highest in 50-year history). AI-driven AIA Labs strategy surpassed $5 billion AUM. Q1 2026: -6.44% drawdown. Transitioning to algorithmic/AI-driven approach. Source: Insider Monkey, HedgeCo - Bridgewater Dalio's Principles to Algorithmic Intelligence


Founded Bridgewater Associates. Stepped down as CEO (2017), CIO (2020), and Chairman (2021). Now focused on mentoring. Sold remaining ownership stake in July 2026, completing long-term transition plan. Author of 'Principles' framework for investment and management. Source: Insider Monkey, Bridgewater website


Founded 2014. AUM: $45.7 billion (2026). Multi-strategy hedge fund owned by Steven A. Cohen. 2025 performance: Topped Citadel and Millennium returns. Source: Insider Monkey, The Daily Upside


Founded Point72 Asset Management in 2014. Billionaire hedge fund manager and owner of New York Mets baseball team. Source: Insider Monkey - Point72 Asset Management


COO at Point72 Asset Management as of 2026. Source: Insider Monkey - Point72 Asset Management


Co-CIO at Point72 Asset Management as of 2026. Source: Insider Monkey - Point72 Asset Management


Founded 1988. AUM: ~$60 billion (2025-2026). Multi-strategy hedge fund headquartered in New York City with ~2,500 employees worldwide. Known for quantitative and computational approach. 2025: Top hedge fund gainer alongside Bridgewater. Source: Wikipedia, Fortune


Founded D.E. Shaw in 1988. Pioneered computational finance and quantitative investment approaches. Source: Wikipedia - D.E. Shaw


Legendary activist investor. Manages multiple investment vehicles including Icahn Partners (hedge fund), American Real Estate Partners (PE), and Icahn Management LP (hedge fund). Portfolio: $8.55 billion (March 2026). Top holdings: Icahn Enterprises (IEP) ~27%, other diversified holdings. Source: Insider Monkey, SEC filings


Carl Icahn's hedge fund vehicle. 12 holdings disclosed in latest 13F (March 2026). Portfolio value: $8.55 billion. Part of Icahn's multi-vehicle investment structure. Source: SEC, Insider Monkey, StockCircle


Carl Icahn's flagship hedge fund vehicle for activist investing. Part of diversified investment structure alongside American Real Estate Partners and Icahn Management LP. Source: Insider Monkey


Publicly traded holding company founded and chaired by Carl Icahn. Q1 2026: $2.2B revenues, $459M net loss. Diversified across multiple industries and geographies (natural hedge strategy). IEP is Carl Icahn's largest single holding. Source: SEC Form 8-K filings 2026


Event-driven long-short equity strategy manager. Founded by Benjamin Pass. AUM: ~$2.8 billion (2025-2026). Citadel deployed $500M capital allocation to Toms Capital (rare move by Citadel). Source: Hedgeweek - Citadel Toms Capital Capital Allocation


Founded Toms Capital specializing in event-driven long-short equity strategies. AUM: ~$2.8 billion. Rare recipient of Citadel capital allocation ($500M) in 2026. Source: Hedgeweek


Event-driven hedge fund. 2025 performance: +45% (strong returns in event-driven space). Source: Hedge fund performance summary, Alternative Fund Insight


Manager of Melqart Opportunities Fund event-driven hedge fund. 2025 performance: +45%. Source: Hedge fund industry sources


Notable hedge fund mentioned in 2026 hedge fund power list rankings. Source: Wikipedia


Hedge fund mentioned in 2026 best hedge funds rankings. Source: Wikipedia


Paul Singer founded Elliott Management in 1977


Chris Hohn founded TCI Fund Management (The Children's Investment Fund Management Limited) in 2003


Bill Ackman founded Pershing Square Capital Management on January 1, 2004


Daniel Loeb founded Third Point LLC in 1995


Jeff Smith is the founder and CEO of Starboard Value LP


Jeffrey Ubben founded ValueAct Capital in 2000


Mason Morfit became ValueAct's Chief Investment Officer in 2018, and elevated to CEO in 2020


Kenneth C. Griffin founded Citadel LLC in 1990


Pablo Salame is Co-Chief Investment Officer at Citadel LLC


Gerald A. Beeson is Chief Operating Officer at Citadel LLC


Israel Englander founded Millennium Management in 1989 and serves as Chairman and CEO


Ajay Nagpal serves as President and Chief Operating Officer at Millennium Management


John Novogratz is Head of Capital Development and Investor Relations at Millennium Management


Ray Dalio founded Bridgewater Associates. Sold remaining ownership stake in July 2026


Steven A. Cohen founded Point72 Asset Management in 2014


Gavin O'Connor serves as Chief Operating Officer at Point72 Asset Management


Harry Schwefel is Co-Chief Investment Officer at Point72 Asset Management


Carl Icahn manages Icahn Capital LP hedge fund with $8.55B portfolio value (March 2026)


Carl Icahn manages Icahn Partners hedge fund as activist investment vehicle


Carl Icahn founded and chairs Icahn Enterprises LP publicly traded holding company


Benjamin Pass founded Toms Capital event-driven hedge fund with ~$2.8B AUM


Michel Massoud manages Melqart Opportunities Fund event-driven hedge fund (+45% 2025 performance)


Citadel (Ken Griffin) deployed $500M capital allocation to Toms Capital in 2026 (rare move)


Dirac replacement-signal sweep isolated TRS fee-pressure history as a distinct public-pension economics objection useful for quant hedge-fund pitch positioning.


Sovereign allocator sweep flagged KIA CIO transition and hedge-fund-strategies background as a current external-manager review window.


Sovereign allocator sweep flagged QIA Advisory regional coverage changes as pitch-routing evidence for liquid quant and macro sleeves.


Sovereign allocator sweep flagged ADIA private-equity expansion and co-investment posture as a liquid-diversifier wedge.


Sovereign allocator sweep flagged PIF division ownership as routing evidence for macro and liquid alternatives.


Sovereign allocator sweep flagged New Zealand Super's co-CIO external-mandates split as an onboarding lane.


Senior Vice President and Chief Investment Officer at Prudential Financial, effective March 12, 2026. Joined from Goldman Sachs Asset Management where he served as global co-head of insurance. Over 20 years of experience in insurance-focused investing including fixed income, private credit, and infrastructure. Source: news.prudential.com


Point72 L.P.; joined 2018 as Senior Specialist, promoted to Deputy Head, current role as of 2025; previously Director of Marketing & Investor Relations at Tourbillon Capital Partners; education: BS Finance and Management from Drake University


Chief Investment Officer of New York Life Insurance Company, effective January 1, 2026. Oversees investment strategy, asset allocation, and management of New York Life's general account. Previously Deputy CIO at AIG, Managing Director at Goldman Sachs, Director at Barclays Capital. Over 20 years of experience in portfolio and risk management for insurance companies. Source: newyorklife.com


Millennium Management; joined 2009 from Fortress Investment Group where he was Head of International Sites Capital Formation & Investor Relations; member of senior leadership team and executive sponsor of MLPride employee resource group; oversees building new and current investor relationships


Appointed Head of Insurance and Strategic Partnerships at PGIM (global asset management business of Prudential Financial), effective April 23, 2026. Reports to Keshav Rajagopalan, Head of Strategic Capital Group. Previously Managing Director at Blackstone responsible for multi-asset credit platform. Senior roles at AIG, BlackRock, and Invesco. Source: pgim.com


Citadel LLC; promoted to co-head in 2025 (August); joined Citadel's Client and Partner Group in 2016; manages relationships with all investors globally; firm veteran; Greenwich, CT based


CIO for General Insurance North America at AIG. Guides one of the industry's largest insurance portfolios through significant operational change. Source: insurancejournal.com


Citadel LLC; promoted to co-head in 2025 (August); previous experience at J.P. Morgan; based in Greenwich, CT; responsible for investor relationships


Chief Information Officer at The Hartford (note: this is technology CIO, not investment CIO). Leads Technology, cybersecurity, infrastructure and cloud modernization. Source: ciodive.com


Insight Partners; joined 2003; leads capital markets and capital formation activities; manages inbound deal flow from banking sector; responsible for investor relationships; board member on Fenergo, Mediaspectrum, Nymbus, Studio Moderna; MBA from HEC France


Major insurance company with global investment operations through PGIM (global asset management) and Prudential Investments. Active allocator to private markets and alternatives. 2026 appointment of new CIO reflects focus on strategic partnerships and alternatives allocation. Source: prudential.com, pgim.com


Balyasny Asset Management; joined 2018 as Executive Consultant, promoted to MD Business Development in August 2020; based in New York City; previous roles at Quadra Advisors LLC and SAC Capital


Largest mutual insurance company in US. Combined general account and third-party asset management into $785 billion AUM platform effective 2026 with $363 billion fixed-income and $228 billion private markets assets. Active allocator to alternatives and hedge funds. Source: newyorklife.com


Balyasny Asset Management; joined April 2015; Chief People Officer and member of firm's Management Committee; focuses on talent recruitment, engagement and retention


Major insurance company. MetLife Investment Management combined with PineBridge Investments manages over $700 billion in assets. Offers capabilities spanning alternatives, private fixed income, real estate, private equity and venture capital. Q2 2026 outlook emphasizes AI driving allocations to alternatives. Source: investments.metlife.com


Balyasny Asset Management; joined April 2008; responsible for investment hiring globally; previous: VP Prime Brokerage Sales at Morgan Stanley; 2000-2006 at Goldman Sachs Spear Leeds and Kellogg


Insurance company with Hartford Investment Management Company (HIMCO) managing ~$120 billion in assets under management across private markets including private credit, commercial real estate, infrastructure and energy as of March 31, 2026. Focus on alternatives including hedged strategies. Source: sec.gov, hartfordfunds.com


Balyasny Asset Management; joined 2023 from Managed Funds Association where she was CCO; leads public policy, regulatory affairs, partnerships, sustainability, corporate administration, diversity and inclusion; Management Committee member; previous MD at Highbridge Capital Management and VP Investment Bank at J.P. Morgan; recognized as one of 50 Leading Women in Hedge Funds


Major insurance company. General Insurance North America portfolio represents one of industry's largest. Allocates to alternatives including insurance-linked securities and hedge fund strategies. Catastrophe bond allocations rose 18% to $136 billion in 2025 (industry-wide). Source: insurancejournal.com, insurancenewsnet.com


Citadel LLC; joined 2013 as senior analyst in technology; promoted to Portfolio Manager 2015; appointed Deputy Head Surveyor Capital U.S. in 2021, then Head in 2021; focused on talent-forward strategy; previous: Senior Analyst at Cadian Capital, Analyst at Morgan Stanley Tech Investment Banking; education: BS Economics Dartmouth, MBA Stanford


Global asset management business of Prudential Financial. Strategic Capital Group operates at intersection of insurance and asset management. Develops solutions for complex insurer needs including structuring and transaction engineering. Over $700B AUM. April 2026 appointment of Brian Towers signals expanded insurance partnerships focus. Source: pgim.com


Surveyor Capital (Citadel LLC); works in business development capacity at Citadel subsidiary


Manages approximately $353 billion AUM as of March 31, 2026. Insurance Asset Management team has long history of hiring alternative managers for insurance general accounts. June 2026 launch of multi-manager alternative Collective Investment Trusts (CITs) targeting insurance investors. Source: voya.com, businesswire.com


Hedge fund with significant assets under management; investor relations function led by Elena Bukowski; headquartered in Stamford, Connecticut


Asset management platform affiliated with The Hartford. Launched Hartford Schroders Private Opportunities Fund - closed-end tender offer fund for accredited investors focusing on private equity strategies. Supports Hartford's insurance portfolio diversification into alternatives. Source: hartfordfunds.com


$87 billion AUM as of May 2026; investor relations and capital development led by John Novogratz; multi-strategy hedge fund


Alternative asset manager with insurance platform Athene. Manages over $300 billion in assets with significant allocation to direct lending and asset-based finance. Embraces leverage strategy using insurance-backed capital. Major fund receiving insurance LP commitments. Source: apolloglobal.com, privatemarketsinsights.com


Major hedge fund; Client and Partner Group (investor relations) led by Andrew Adams and Stephen Valan as co-heads as of August 2025; Surveyor Capital is major subsidiary; up 15.1% in 2024, up 4% first seven months of 2025


Global asset management firm with insurance operations (Global Atlantic). Diversified platform encompassing traditional buyouts, credit, insurance, and strategic infrastructure investments. Benefits from increasing insurance LP confidence. Operating with permanent capital streams from insurance backing. Source: kkr.com, wealthmanagement.com


Multi-billion dollar alternative asset manager; business development led by Jennifer Blake (Global Head), David Black and David Prezioso (Managing Directors); global affairs led by Brooke Harlow (Chief Global Affairs Officer); approximately $72.7 billion AUM as of December 2024


World's largest alternative asset manager with $1.275 trillion AUM. Acquired insurance operations (Everlake). Targets asset classes including private equity, credit, insurance and infrastructure. Traditional fee-based strategy for insurance allocators. Major recipient of insurance LP capital. Source: blackstone.com, privateequitylist.com


$90 billion+ AUM as of June 2025; 875+ portfolio companies globally; capital formation and investor relations led by Cian Cotter (Managing Director); closed Fund XIII with $12.5B in 2025


Second-largest alternative asset manager globally. Acquired American Equity (insurance operations). Focus on real assets and infrastructure attractive to insurance allocators. Insurance-backed capital model competitor to Apollo and KKR. Source: privateequitylist.com


Citadel sub-fund focused on equities; led by Phillip Lee as Head since 2021; Mackenzie Snyder in business development


Major alternative asset manager. Partnership with Fortitude Re for insurance-linked strategies. Allocates insurance capital to private equity and alternatives. Source: carlyle.com


Global Head of Capital Development and Investor Relations at Point72 since 2025


Asset management firm managing $95 billion in total assets as of December 2025, with $5.5 billion in private equity commitments. Significant focus on insurance client base. Source: wallstreetcareers.com


Global Head of Capital Development & Investor Relations at Millennium since 2009


Sector-specialist private equity firm with ~$5B+ AUM. Invests almost exclusively in financial services, insurance, fintech infrastructure, and wealth management platforms. Receives capital from insurance company LPs. Source: altss.com


Global Co-Head of Client and Partner Group at Citadel since August 2025


Team within Voya Investment Management with long history of hiring alternative managers for insurance general accounts. Member of Manager Research & Selection team. June 2026 launched multi-manager alternative CITs combining well-known managers in single structure. Source: voya.com


Co-Head of Client and Partner Group at Citadel since August 2025


Insurance company managing general account investment portfolio exceeding $335 billion as of year-end 2025. Major allocator to private assets and alternatives. Source: wallstreetcareers.com


Managing Director of Capital Markets at Insight Partners since 2003


Over 140 investment professionals managing approximately $120 billion in assets under management across public fixed income, equity and private markets as of March 31, 2026. Delivers tailored strategies including alternatives to insurance and other institutional clients. Source: sec.gov


Managing Director of Business Development at Balyasny since August 2020


Combined MetLife Investment Management and PineBridge Investments into top-tier global platform with $700+ billion AUM. Offers alternatives, private fixed income, real estate capabilities. 2026 outlook emphasizes alternatives allocation driven by AI considerations. Source: investments.metlife.com


Managing Director Business Development and Chief People Officer at Balyasny since April 2015


Senior Vice President and Chief Investment Officer of Prudential Financial since March 12, 2026. Reports directly to CEO on insurance investment strategy. Source: news.prudential.com


Partner and Global Head of Business Development at Balyasny since April 2008


Chief Investment Officer of New York Life since January 1, 2026. Manages general account investment strategy for $785B platform. Source: newyorklife.com


Chief Global Affairs Officer at Balyasny since 2023


Head of Insurance and Strategic Partnerships at PGIM, effective April 23, 2026. Reports to Keshav Rajagopalan, Head of Strategic Capital Group. Leads global insurance partnership efforts. Source: pgim.com


CIO for General Insurance North America at AIG. Manages one of industry's largest insurance portfolios. Source: insurancejournal.com


Surveyor Capital is a subsidiary of Citadel LLC focused on equities strategy


Global asset management business of Prudential Financial, Inc. Strategic Capital Group develops insurance-focused investment solutions. Source: pgim.com


Business Development professional at Surveyor Capital (Citadel LLC)


Asset management division of The Hartford Insurance Group. Manages $120B AUM across private markets, alternatives, fixed income and equities. Source: sec.gov


Asset management platform affiliated with The Hartford. Offers private equity and alternatives products including Hartford Schroders Private Opportunities Fund. Source: hartfordfunds.com


Investment management platform of MetLife managing $700B+ AUM in alternatives, private markets and multi-asset strategies for insurance portfolio. Source: investments.metlife.com


Team within Voya IM focused on alternative investment manager selection for insurance clients. Long history of allocating to alternatives. Source: voya.com


Insurance company allocator to alternative assets and private credit funds. Apollo/Athene model represents insurance-backed permanent capital source. Insurance companies like Prudential are limited partners in Apollo funds. Source: apolloglobal.com


Insurance company allocator to KKR funds. KKR's insurance platform (Global Atlantic) and insurance-backed capital model attract insurance company LP commitments. Source: kkr.com


Insurance company allocator to Blackstone alternatives. Blackstone's largest alternative asset manager position and insurance platform (Everlake) serve insurance LP base. Source: blackstone.com


Insurance company limited partner to alternative asset managers. New York Life's $228B private markets allocation includes funds like Apollo. Source: newyorklife.com


Insurance company allocator to alternative assets and private equity. KKR's insurance-backed model attracts insurance company commitments. Source: newyorklife.com


Insurance company limited partner to Blackstone alternative asset funds. Part of $228B private markets allocation across alternatives. Source: newyorklife.com


Insurance company allocator to alternative assets. MetLife's $700B+ platform includes allocations to private credit and hedge funds from managers like Apollo. Source: investments.metlife.com