CIO at Florida State Board of Administration.


Board-resource archive and allocation-change detector.


Agenda, book, and audio archive by meeting.


Board agendas and minutes plus a negative RFP page that still needs watchful monitoring.


Board and committee agendas and minutes.


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


Keep separate from HMC until an annual report or board record proves hedge-fund allocation and active manager selection.


Operating manager node kept separate from Harvard University Endowment facts.


Official partner intake and performance framing.


Official manager context surface for external mandates, governance, and responsible-investment constraints.


CEO of Guardians of New Zealand Superannuation.


Co-CIO focused on public markets, strategic tilting, implementation, and rebalancing.


Co-CIO focused on private markets, external mandates, direct investments, and data analytics.


CRO and Investment Committee permanent member.


Head of Asset Allocation and Investment Committee member.


GM Corporate Affairs at New Zealand Superannuation Fund.


Standing pre-RFP gate for equities, bonds, and alternative assets.


Manager intake system for alternative assets.


Named process lead in the GPIF manager-registration workflow.


External-manager registration surface via the PIF Managers Gate.


Public external-manager registration path for the MENA External Managers Program.


Secretary General to the PIF Board of Directors.


Investment manager opportunity and consultant roster monitor.


Promoted to extend private-markets and total-fund remit.


Hired to extend private-markets and total-fund remit.


Emerging manager and graduation monitor.


Investment procurement and service provider monitor.


Trustee and investment advisory materials monitor.


Future solicitation notification monitor.


Current RFP page and negative open-RFP signal.


Keep the allocator and manager separate until a board or annual-report record proves the allocation path.


Co-Chief Investment Officer focused on public markets.


Co-Chief Investment Officer focused on private markets and external mandates.


Chief Risk Officer and Investment Committee permanent member.


Head of Asset Allocation and Investment Committee member.


Alternative-assets registration and gatekeeper surface.


Named process lead in GPIF manager-registration workflow.


Public external-manager registration path for the MENA External Managers Program.


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


Queue rows 1 and 2 in docs/quant-board-packet-extraction-queue.md.


Queue row 7 in docs/quant-board-packet-extraction-queue.md and the live CalPERS board-meeting monitor.


Queue row 5 in docs/quant-board-packet-extraction-queue.md and the lower-half TRS pitch-now extraction row.


Queue row 4 in docs/quant-board-packet-extraction-queue.md and the TRS pitch calendar row.


Queue row 6 in docs/quant-board-packet-extraction-queue.md and the monthly-disclosure monitor.


Queue rows 8 and 9 in docs/quant-board-packet-extraction-queue.md and the CTPF influence-map signal.


Queue rows 10 and 11 in docs/quant-board-packet-extraction-queue.md and the Florida SBA packet-delta signals.


Queue row 14 in docs/quant-board-packet-extraction-queue.md and the Florida SBA open-cycle signal.


Queue row 12 in docs/quant-board-packet-extraction-queue.md and the active lower-half board archive extraction row.


Queue rows 13 and 18 in docs/quant-board-packet-extraction-queue.md and the KCERA agenda/RFP monitor.


Queue row 15 in docs/quant-board-packet-extraction-queue.md and the HMC remediation row.


Tokenmax source-backfill sweep for the 30-day outreach queue.


Tokenmax source-backfill sweep and the GPIF manager-registration process row.


Tokenmax source-backfill sweep and the PIF managers-gate row.


Official CalPERS page says external managers may submit investment proposals through a secure online portal and proposals may be declined, accepted for additional due diligence, or referred to an emerging manager adviser.


Official CalPERS page says CalPERS continuously searches for external managers for global publicly traded strategies through Nasdaq eVestment and lists minimum qualifications.


Official March 2026 NYSCRF monthly transaction report includes public equity inactivity, fixed-income manager liquidation, OARS commitments, emerging-manager commitments, and repeated placement-agent statements.


Official Florida SBA new-manager reports page exposes a 2026 Q1 New Managers Report link and historical quarterly reports back to 2015.


Official Florida SBA form says interested firms can submit information and the SBA will attempt to notify them if solicitations match their criteria; fields include contact information, comments, and service interests.


Official UTIMCO meeting resources page lists the posted Agenda-Board of Directors-June 18, 2026 and keeps agenda, minutes, book, and audio fields in the archive.


Official KCERA request-for-proposals page is a direct monitor surface for open procurement cycles; local corpus previously recorded it as negative at capture time.


Official CalPERS page exposes secure online portal submission and due-diligence or emerging-manager adviser referral outcomes.


Official CalPERS page routes qualified public-market managers through Nasdaq eVestment and direct proposal submission if minimum thresholds are not met.


Official report enumerates commitments, liquidation, no-activity rows, and placement-agent statements by asset class.


Official page provides current-year quarterly new-manager report link.


Official form collects vendor information and service interests for future solicitation notification matching.


Official UTIMCO archive exposes a June 18, 2026 board agenda and archive fields for agenda, minutes, book, and audio.


Official page is the source to recheck for current open RFP cycles.


Official CalPERS page directly states external managers may submit proposals to the Investment Office and explains the review outcomes.


Official CalPERS page lists firm history, strategy performance history, GIPS compliance, AUM, strategy AUM, and regulatory-registration qualifications.


Official report shows no public-equity activity, Advent Capital liquidation, Capital Constellation Generation Fund V commitment in OARS, Emerging Manager Program Stride commitment, and repeated no-placement-agent statements.


Official Florida SBA page lists a 2026 Q1 New Managers Report and historical quarterly reports.


Official form requests contact information and service interests and says SBA will attempt to notify matching firms.


Official UTIMCO meeting resources page lists Agenda-Board of Directors-June 18, 2026 and archive columns for date, agenda, minutes, book, and audio.


Official KCERA RFP page is the direct URL for procurement rechecks; local corpus previously recorded no RFPs in proposal stage.


Official APB events page lists 2026 upcoming events with dates, cities, register links, and contact path for sponsorship and speaking opportunities.


Official APB events page lists Alternatives Selection Nexus 2026 on 7 July 2026 in Hong Kong and 9 July 2026 in Singapore and describes it as a business matching event for asset managers, private banks, and IAMs.


Official APB events page lists APB Summit 2026 on 13 October 2026 in Hong Kong and 15 October 2026 in Singapore, with 800+ influential private-wealth participants from fund selectors, investment advisors, CEOs, CIOs, market heads, and relationship managers.


Official Campden Wealth events page describes closed-door family-office meetings, strict qualification, 80-85% core decision-maker audience composition, and dated 2026 family-office events.


Official Campden events page lists the 16th Asia-Pacific Family Office & Investment Forum in Hong Kong on 25-26 June 2026 with registration path.


Official Campden events page lists the 17th Asia-Pacific Family Office, Impact and Innovation Forum in Singapore on 9-10 September 2026 and says it convenes Asia's leading family offices and investors.


Official Campden events page lists the Global Owners and Family Office Congress 2026 in Abu Dhabi on 20-22 October 2026 with registration path.


Official Campden events page lists the 21st North American Family Office Forum in Palm Beach, Florida on 18-19 November 2026 with registration path.


Official APB calendar lists dates, cities, and registration route for Alternatives Selection Nexus 2026.


Official APB calendar lists dates, cities, audience, and registration route for APB Summit 2026.


Official description says the event unites asset managers, private banks, and IAMs in an interactive business-matching environment.


Official description says the event convenes fund selectors, investment advisors, CEOs, CIOs, market heads, and relationship managers.


Official Campden calendar lists Hong Kong event dates and registration path.


Official Campden calendar lists Singapore event dates and registration path.


Official Campden calendar lists Abu Dhabi event dates and registration path.


Official Campden calendar lists Palm Beach event dates and registration path.


Official Campden page says audiences are 80-85% core decision makers and include family principals, family members, senior family-office executives, SFOs, MFOs, UHNWI, and private investors.


Queue rows 1 and 2 in docs/quant-board-packet-extraction-queue.md; tick63 names Anton Orlich and Derek Walker on the CalPERS intake rows.


Queue row 7 in docs/quant-board-packet-extraction-queue.md; tick63 uses the live board-meeting monitor and names Anton Orlich and Derek Walker.


Queue row 5 in docs/quant-board-packet-extraction-queue.md; tick63 sets a 2026-07-16 deadline and names Jase Auby and Britt Harris.


Queue rows 10 and 11 in docs/quant-board-packet-extraction-queue.md; tick63 only names Lamar Taylor on the Florida SBA rows.


Queue row 12 in docs/quant-board-packet-extraction-queue.md; tick63 leaves named_people empty for the UTIMCO row.


Queue rows 13 and 18 in docs/quant-board-packet-extraction-queue.md; tick63 preserves the negative RFP page but does not name staff.


data/recovered_loop_tick63_consultant_people_action_map.json captures Mercer as a thin public-search surface with named contacts and workflow fields.


data/recovered_loop_tick63_consultant_people_action_map.json captures Aksia as a manager-portal and ODD surface with multiple research contacts.


data/recovered_loop_tick63_consultant_people_action_map.json captures CAPTRUST as a fiduciary adviser, with Fielding Miller as the named leadership contact.


data/recovered_loop_tick63_event_speaker_sponsor_gap_map.json already treats APB as a live event family but flags thin speaker and sponsor metadata.


data/recovered_loop_tick63_event_speaker_sponsor_gap_map.json already treats Hubbis as live, but the roster layer still needs normalization.


data/recovered_loop_tick63_event_speaker_sponsor_gap_map.json ties Campden to delegate registration, sponsor prospectus, and speaker-page extraction.


data/recovered_loop_tick63_event_speaker_sponsor_gap_map.json treats the network as live but thin on person and event edges.


data/recovered_loop_tick63_event_speaker_sponsor_gap_map.json captures iConnections speaker evidence but not a normalized sponsor or registration layer.


data/recovered_loop_tick63_event_speaker_sponsor_gap_map.json captures conference existence and speaker examples, but sponsor and registration surfaces remain thin.


data/recovered_loop_tick63_event_speaker_sponsor_gap_map.json says the local corpus has founding references but no normalized current speaker, sponsor, or registration pages.


data/recovered_loop_tick63_event_speaker_sponsor_gap_map.json has no direct local hit for event pages, sponsor routes, or registration pages.


data/recovered_loop_tick63_event_speaker_sponsor_gap_map.json has no direct local hit for event pages, speaker rosters, sponsor tiers, or registration paths.


data/recovered_loop_tick63_event_speaker_sponsor_gap_map.json has no direct local hit tying Context365 to a routable event, speaker, sponsor, or registration surface.


Target audience bucket for Asian Private Banker and Hubbis surfaces; source_path=docs/quant-pitch-calendar.md.


Target audience bucket for Campden and Family Wealth Alliance surfaces; source_path=docs/quant-pitch-calendar.md and docs/quant-consultant-private-wealth-extraction-queue.md.


Audience bucket for iConnections, SALT, Sohn, GAIM, Hedgeweek, and similar alternatives-event surfaces.


Named on the CalPERS intake rows in data/recovered_loop_tick63_board_packet_named_people.json.


Named on the TRS board-material and emerging-manager rows in data/recovered_loop_tick63_board_packet_named_people.json.


Named on the Florida SBA trustee/onboarding and future-solicitation rows in data/recovered_loop_tick63_board_packet_named_people.json.


Named in data/recovered_loop_tick63_consultant_people_action_map.json as Mercer Global Head of Alternatives.


Named in data/recovered_loop_tick63_consultant_people_action_map.json as Mercer Global Chief Investment Strategist.


Named in data/recovered_loop_tick63_consultant_people_action_map.json as Mercer Global Head of Investment Research.


Named in data/recovered_loop_tick63_consultant_people_action_map.json as Aksia Co-Head Hedge Funds.


Named in data/recovered_loop_tick63_consultant_people_action_map.json as Aksia Co-Head Operational Due Diligence.


Named in data/recovered_loop_tick63_consultant_people_action_map.json as Aksia Head of ODD.


Named in data/recovered_loop_tick63_consultant_people_action_map.json as Aksia hedge funds and private credit advisory contact.


Named in data/recovered_loop_tick63_consultant_people_action_map.json as CAPTRUST CEO and founding partner.


CalPERS intake rows in tick63 only expose these named contacts.


CalPERS board-meeting row in tick63 reuses the same named contacts.


TRS board-material rows in tick63 name Jase Auby.


TRS board-material rows in tick63 name Britt Harris.


Florida SBA tick63 rows only expose Lamar Taylor as the named person.


Mercer tick63 packet names the alternatives lead.


Mercer tick63 packet names the strategist contact.


Mercer tick63 packet names the research lead.


Aksia tick63 packet names a Co-Head Hedge Funds contact.


Aksia tick63 packet names a Co-Head Operational Due Diligence contact.


Aksia tick63 packet names the Head of ODD.


Aksia tick63 packet names the hedge funds and private credit advisory contact.


CAPTRUST tick63 packet names the CEO and founding partner.


APB surfaces route into private-bank allocator and selector audiences.


Hubbis forums and special reports route into APAC and Middle East private-wealth decision makers.


Hubbis forum scheduling explicitly maps into independent wealth manager and family-office audiences.


Campden forums are a qualified family-office route into SFO and MFO decision makers.


Family Wealth Alliance acts as a referral and education network for multifamily offices.


The local corpus treats iConnections as a cap-intro hub for allocators, managers, and service providers.


SALT is represented as a hedge-fund and alternatives convening surface with speaker visibility.


Sohn is represented as an investing conference that convenes investors and hedge-fund managers.


Hedgeweek is a likely hedge-fund media and event route, but the local corpus lacks a normalized event surface.


GAIM is a likely alternatives-conference route, but the local corpus lacks a normalized event, sponsor, or registration surface.


Context365 remains unverified as a routable event surface in the local corpus.


Official APB page lists 7 July 2026 Hong Kong and 9 July 2026 Singapore for Alternatives Selection Nexus 2026.


Official APB page lists 13 October 2026 Hong Kong and 15 October 2026 Singapore with registration link and sponsorship/speaking contact path.


Official Campden page lists the 16th Asia-Pacific Family Office & Investment Forum in Hong Kong on 25-26 June 2026.


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


Official Campden page lists Global Owners and Family Office Congress 2026 in Abu Dhabi on 20-22 October 2026.


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


Queue rows 1 and 2 in docs/quant-board-packet-extraction-queue.md; tick63 already names Anton Orlich and Derek Walker.


Queue row 7 in docs/quant-board-packet-extraction-queue.md; tick63 still only exposes the named contacts, not the underlying attachment bundle.


Queue row 5 in docs/quant-board-packet-extraction-queue.md; tick63 already sets a July 16 deadline and names Jase Auby and Britt Harris.


Queue rows 10 and 11 in docs/quant-board-packet-extraction-queue.md; tick63 only names Lamar Taylor on the Florida SBA rows.


Queue row 12 in docs/quant-board-packet-extraction-queue.md; tick63 leaves named_people empty for the UTIMCO row.


Queue rows 13 and 18 in docs/quant-board-packet-extraction-queue.md; tick63 still has no named staff on the KCERA rows.


data/recovered_loop_tick63_consultant_people_action_map.json gives Mercer packet fields but does not prove a public search page.


data/recovered_loop_tick63_consultant_people_action_map.json already identifies MAX, manager portal, and client retrieval uncertainty.


data/recovered_loop_tick63_consultant_people_action_map.json gives the OCIO packet fields but still asks whether CAPTRUST screens managers directly.


data/recovered_loop_tick63_event_speaker_sponsor_gap_map.json already marks APB as a live family needing roster depth.


data/recovered_loop_tick63_event_speaker_sponsor_gap_map.json already identifies Hubbis as a live forum surface with a thin roster layer.


data/recovered_loop_tick63_event_speaker_sponsor_gap_map.json ties Campden to delegate registration and sponsor/speaker extraction.


data/recovered_loop_tick63_event_speaker_sponsor_gap_map.json keeps the network live but under-normalized.


data/recovered_loop_tick63_event_speaker_sponsor_gap_map.json treats iConnections as a meeting-booking workflow with missing access metadata.


data/recovered_loop_tick63_event_speaker_sponsor_gap_map.json already treats SALT as live but under-normalized.


data/recovered_loop_tick63_event_speaker_sponsor_gap_map.json says Sohn needs current roster and registration depth.


data/recovered_loop_tick63_event_speaker_sponsor_gap_map.json says the local corpus search came back empty for a normalized event surface.


data/recovered_loop_tick63_event_speaker_sponsor_gap_map.json says the local corpus search is still empty for a normalized GAIM surface.


data/recovered_loop_tick63_event_speaker_sponsor_gap_map.json leaves Context365 as a strict source-gap signal.


Official SALT London page lists November 3-4, 2026 at The Chancery Rosewood; describes a gathering of 300 alternative asset managers, institutional asset allocators, bankers, and fintech executives with group and bilateral networking.


Official SALT page lists August 17-20, 2026 at Four Seasons Jackson Hole; invitation-only 500-person event for leading investors, entrepreneurs, and policymakers, with registration and sponsorship applications open.


Official Sohn conferences page lists 2026 global conferences across Australia/New Zealand, Hong Kong, London, Monaco, Montreal, New York, San Francisco, and Tokyo, with several explicit 2026 event dates.


Official Hubbis events page says events are attended by key decision-makers at private banks, retail banks, independent asset managers, and family offices across Hong Kong, Singapore, UAE, India, and Southeast Asia.


Official Hubbis events page lists HUBBIS INVESTMENT FORUM - HONG KONG 2026 on September 15, 2026.


Official Hubbis events page lists HUBBIS INVESTMENT FORUM - SINGAPORE 2026 on September 17, 2026.


Official iConnections events page says the platform supports targeted investor and fund searches across 80+ data points, attendee messaging, one-on-one/team video meetings, scheduling, Co-Pilot attendee-profile editing, meeting requests, attendance monitoring, and event statistics.


Official Hubbis page says events are attended by key decision-makers at private banks, retail banks, IAMs, and family offices across key Asian and Middle East hubs.


Official calendar lists September 15, 2026 Hong Kong investment forum.


Official calendar lists September 17, 2026 Singapore investment forum.


Official SALT London page lists November 3-4, 2026 and says registration is by attendee type with applications pending SALT approval.


Official SALT/Kraken Wyoming page lists August 17-20, 2026, invitation-only 500-person attendance, open registration/sponsorship applications, and allocator categories including SWFs, endowments, pensions, foundations, SFOs, RIAs, MFOs, fund of funds, and investment consultants.


Official Sohn conferences page lists 2026 global conferences including New York May 12, Monaco June 24, Montreal June 4, San Francisco October 13, Tokyo October 16, London in November, and Australia/New Zealand November 6.


Official Hubbis events page lists September 15, 2026 for the Hong Kong Investment Forum and exposes sponsor-an-event and become-a-speaker routes.


Official Hubbis events page lists September 17, 2026 for the Singapore Investment Forum and describes Hubbis event audience and topic coverage.


Official iConnections events page describes targeted investor/fund searches, one-on-one/team video meetings, attendee profiles, Co-Pilot dashboards, and meeting statistics.


Official Mercer investments page says MercerInsight is an alliance with eVestment that provides data, analytics, forward-looking research on asset managers, and thousands of investment strategies across public and private markets.


Official Mercer investments page says Mercer Sentinel helps conduct due diligence and mitigate operational risks across portfolios and strategies, assessing asset managers, custodians, and other service providers.


Official Mercer investments page says MercerInsight Community provides strategic research from Mercer and hundreds of third-party publishers and is complimentary to join.


Official Aksia homepage exposes a Manager Portal link alongside Client Login (MAX), Leadership, Asset Classes, Research, and MAX Platform.


Official Aksia page says MAX integrates research, risk, and portfolio management and gives clients access to manager research, portfolio reporting, risk transparency, and flexible analytics.


Official Aksia page says it supervises $70B in hedge funds, covers 50+ hedge fund sub-strategies, analyzes strategy edge, team strength, alignment, qualitative and quantitative risks, and performs investigative operational due diligence.


Mercer describes MercerInsight/eVestment as asset-manager research and strategy screening across public and private markets.


Mercer Sentinel assesses asset managers and service providers for operational risks.


MercerInsight Community distributes Mercer and third-party strategic research.


Aksia homepage exposes a Manager Portal link as a manager-facing surface.


MAX gives clients access to manager research, risk transparency, portfolio reporting, and analytics.


Aksia describes hedge fund coverage across 50+ sub-strategies and ODD analysis of alignment, conflicts, culture, and loss risks.


The corpus treats Mercer as a thin public-search consultant row that still needs named contacts and workflow fields before it becomes a routable intake surface.


Named Mercer alternatives lead used as the first-touch route in the local consultant packet map.


Mercer strategist contact used for portfolio-construction framing and hedge-fund positioning language.


Mercer research lead surfaced in the consultant packet as a manager-research influence node.


NEPC is treated as an institutional consultant gatekeeper for hedge fund manager search and OCIO-led allocations.


NEPC CIO contact anchoring consultant shortlist and OCIO decision flow.


NEPC manager-research lead shaping manager review and search mechanics.


NEPC alternatives and marketable-investments lead tied to hedge-fund-adjacent sleeves.


Callan is treated as a consultant/RFP gatekeeper with manager evaluation, alternatives consulting, OCIO, and RFP surfaces.


Callan alternatives consulting lead and first-touch route for institutional searches.


Callan leadership contact tied to research and consultant workflow.


Callan research leader who can influence shortlist and search framing.


Cambridge is represented as a hedge-fund advisor whose visibility gate depends on manager count and recurring manager meetings.


Cambridge leadership contact with a high-leverage allocator interface.


Cambridge research leader who shapes manager visibility and screening cadence.


Aksia is modeled as a specialist manager-portal and ODD surface, not generic institutional consulting.


Aksia hedge-fund and private-credit advisory influence node from local conference coverage.


Albourne is modeled as a non-discretionary specialist consultant across hedge funds, private equity, private credit, real assets, and risk premia.


Albourne implementation and data-fluency contact.


Wilshire is split in the corpus between alternatives managed accounts and governance/risk oversight.


Wilshire risk and operations filter for alternative mandates.


The corpus treats Cerity and Verus as a combined institutional-consulting channel that needs explicit ownership and conflict language.


Cerity/Verus leadership contact and named gatekeeper.


CAPTRUST is modeled as a hidden gatekeeper for outsourced capital, with intake mechanics still needing proof of direct manager screening.


CAPTRUST founder and leadership contact.


Standing manager profile optimized for entity_name, people, performance_fields, terms_fields, and search discoverability.


Structured fund and manager record optimized for people, performance, terms, fundraising, and benchmark fields.


Discovery page optimized for profile_type, people, fundraising timeline, exits, and benchmark views.


Freshness delta, update dates, and stale-data risk are core filters for allocator-facing pages.


Answer-first pages with dated claims and source-linked tables are needed because ChatGPT Search can shape allocator first impressions.


Canonical, structured pages are needed because Google AI Overviews can select sources differently from ordinary search.


Claude-style long-context prompts can surface operational and process red flags when primary docs and dated evidence are packaged cleanly.


Public manager-opportunity surface used as a replacement and intake monitor in the board-and-RFP corpus.


Monthly disclosure surface used to mine manager hires, transactions, and placement-agent activity.


Negative RFP surface where the corpus currently records no open proposal-stage RFPs.


The corpus treats terminations, board minutes, consultant renewals, and monthly disclosures as precursors to replacement searches.


Mercer packet names the alternatives lead.


Mercer packet names the strategist contact.


NEPC CIO contact anchoring consultant shortlist and OCIO flow.


NEPC manager-research lead shaping manager review and search mechanics.


NEPC alternatives and marketable-investments lead tied to hedge-fund-adjacent sleeves.


Callan alternatives consulting lead and first-touch route for institutional searches.


Callan leadership contact tied to research and consultant workflow.


Callan research leader who can influence shortlist and search framing.


Cambridge president and head of global investing.


Cambridge head of global investment research.


Aksia hedge-funds and private-credit advisory contact.


Albourne fintech and implementation lead.


Wilshire alternative managed accounts lead.


Wilshire operations and risk management lead.


Head of institutional consulting and former Verus CEO.


The profile surface should expose last refreshed date and update cadence.


Fresh fundraising and update timestamps need to remain visible on the profile surface.


Discovery pages should show freshness along with fundraising and exit history.


Allocator-intent answer surfaces need current dates and canonical entity pages.


Structured pages with update logs and FAQ scaffolding are more likely to stay canonical.


Long-context diligence should be supplied with termination disclosures and replacement-motion evidence.


Public manager-opportunity pages act as intake and replacement monitors in the board/RFP corpus.


Monthly disclosures reveal manager hires, transactions, and placement-agent activity before formal searches.


A current no-RFP state is a useful negative signal for open procurement cycles.


Official Mercer page ties MercerInsight to eVestment, data, analytics, forward-looking research, public/private markets, and thousands of strategies.


Official Mercer page says Mercer Sentinel assesses asset managers, custodians, and other service providers to deliver governance objectives.


Official Aksia homepage exposes a Manager Portal link and describes hedge-fund research, global sourcing, ODD, and MAX client analytics.


Official Aksia page describes hedge-fund assets under supervision, sub-strategy coverage, strategy-edge analysis, team/alignment/risk review, investigative ODD, and small/mid-sized manager sourcing.


Derived from the consultant extraction queue and the tick63 Mercer people map.


Derived from the consultant extraction queue and the tick63 NEPC people map.


Derived from the consultant extraction queue and the tick63 Callan people map.


Derived from the consultant extraction queue and the tick63 Cambridge people map.


Derived from the consultant extraction queue and the tick63 Aksia people map.


Derived from the consultant extraction queue and the tick63 Albourne people map.


Derived from the consultant extraction queue and the tick63 Wilshire people map.


Derived from the consultant extraction queue plus the Cerity/Verus acquisition and AEO/GEO rows.


Derived from the consultant extraction queue and the CAPTRUST gatekeeper rows.


The AEO/GEO sidecar synthesized ChatGPT Search into a monitor row.


The AEO/GEO sidecar converted Google search behavior into a signal row.


The AEO/GEO sidecar converted Claude prompt examples into a signal row.


The board/RFP monitor sweep uses this page as a live intake surface.


The board/RFP monitor sweep uses this disclosure surface as a change detector.


The monitor sweep records KCERA as having no RFPs in proposal stage.


The replacement-motion synthesis ties VRS Orchard, Illinois SURS long-vol, NYC BAM, Taproot watchlist, and historical pruning evidence into one trigger pattern.


Local corpus shows 2023 and 2025 Miami/Asia conference history, large allocator attendance, and speaker history, but the current sponsor, exhibitor, and meeting-booking fields are not normalized.


The event is explicitly framed as an alternative-investment cap-intro surface, so the actionable route is booking allocator meetings rather than only tracking the conference brand.


Local corpus contains SALT London 2025 and SALT iConnections New York 2024 speaker history, but current sponsor, registration, exhibitor, and current-cycle speaker fields remain thin.


The corpus treats SALT as a live hedge-fund event only when sponsor, registration, and current-cycle speaker fields are recoverable.


The local graph says Sohn needs current speaker, sponsor, registration, and emerging-manager fields before it can function as a routable allocator surface.


The actionable route is to recover the current roster and access path, not to rely on founder-only references or historical conference mentions.


Local corpus only has a monitor/source-gap row, so there is no normalized event calendar, sponsor page, or registration workflow yet.


The corpus can only treat GAIM as a source-upgrade target until event, speaker, sponsor, and registration fields are extracted.


The local corpus cannot yet distinguish whether Context365 is an event brand, a media brand, or something else, so it remains a verification target.


The corpus already maps APB into events, intelligence, people-move, sponsor, report, and selection-category surfaces.


The local graph identifies Hong Kong and Singapore business-matching routes for asset managers, private banks, and IAMs, with register and sponsor/contact paths.


The corpus frames the summit as a 800+ participant private-wealth event with CIO, fund-selector, and relationship-manager audiences.


The forum schedule, register path, sponsor path, and speak path are already represented locally for Dubai, Singapore, and Hong Kong routing.


The actionable route is direct registration, sponsorship, or speaker application, which is the cleanest way into APAC and Middle East private-wealth audiences.


Local corpus ties Campden to closed-door family-office meetings, strict qualification, and dated 2026 forums in Hong Kong, Singapore, Abu Dhabi, and Palm Beach.


The qualification gate is the operative access surface because the forums are designed to concentrate core decision makers.


The corpus shows a B2B network with a thin member-firm, event, speaker, sponsor, and audience graph.


The sponsor directory and webinar archive are the practical retrieval surfaces for making the network searchable as an outreach graph.


The corpus already treats CAIS x Claude as an advisor-intelligence workflow that needs advisor-ready one-pagers, model-portfolio fit, liquidity/fee explainers, and Q&A blocks.


The local corpus splits CAIS into advisor, home-office, asset-manager, and member-login surfaces, which is the right taxonomy for retrieval and packaging.


The corpus treats iCapital as the operating rail for marketplace, research, due-diligence, subscription, and reporting workflows.


The local influence graph identifies Matt Brown as the CAIS leadership anchor behind the advisor-intelligence surface.


The local influence graph identifies Lawrence Calcano as the iCapital leadership anchor behind the marketplace and diligence surface.


Howard Marks appears in the iConnections Global Alts Miami 2025 speaker set, making him a high-signal influencer node.


Mike Novogratz appears in the iConnections Global Alts Miami 2025 speaker set and remains one of the clearest named influencer nodes in the corpus.


Tony Blair appears in the SALT London 2025 speaker set, which gives SALT an identifiable current-cycle influencer anchor.


Bob Diamond appears in the SALT London 2025 speaker set and is useful as a named speaker anchor for conference routing.


The audience bucket covers CIOs, fund selectors, investment advisors, market heads, and relationship managers that APB events route to.


The audience bucket covers insurance, private capital, and wealth-structuring decision makers reached through Hubbis forums.


The audience bucket covers Campden and Family Wealth Alliance routing into family principals, single-family offices, and multifamily offices.


The audience bucket covers iConnections, SALT, Sohn, GAIM, Hedgeweek, and similar alternatives-event audiences.


The conference is already modeled as a cap-intro surface, so the practical outreach move is to book allocator meetings and not just watch the conference brand.


Howard Marks is one of the strongest named influencer anchors in the iConnections speaker history.


Mike Novogratz is a named speaker anchor for the iConnections roster and helps turn a conference row into an actionable person route.


A cap-intro surface is fundamentally a booking path into allocator meetings.


The current corpus says SALT must be upgraded with sponsor, registration, exhibitor, and current-cycle speaker fields before it can be routed reliably.


Tony Blair is a named speaker anchor in the SALT London 2025 roster.


Bob Diamond is another named speaker anchor in the SALT London 2025 roster.


The sponsor and registration path is the actionable way to reach hedge-fund allocators through SALT.


The corpus explicitly says Sohn needs current speaker, sponsor, registration, and emerging-manager fields.


The recovered roster and registration path would convert Sohn from a founder reference into an allocator outreach surface.


Hedgeweek is still only a monitor/source-gap node, so it should not be used as a live outreach route until the event page is found.


GAIM is a plausible allocator event route, but the local corpus still lacks a normalized calendar, roster, or sponsor page.


The corpus cannot yet prove what Context365 is, so it remains a verification target rather than a routable node.


The APB calendar and route graph both treat the Selection Nexus as a named event surface.


The APB calendar and route graph both treat the Summit as a named event surface.


The Selection Nexus routes quant and liquid-alts materials to private-bank selectors, asset managers, and IAMs.


The Summit is a higher-level CIO and fund-selector route into APAC private wealth.


The forum schedule exposes direct registration, sponsorship, and speaking paths.


Registration, sponsorship, and speaking are the cleanest routes into the regional private-wealth audience.


The forum is designed around a strict qualification gate and a concentrated family-office audience.


Qualification is the access mechanism that concentrates core family-office decision makers.


The thin member-firm and event graph needs to be turned into a searchable outreach surface.


The network is a referral and education channel for multifamily offices.


The CAIS-Claude route is only useful if the content maps cleanly to the advisor, home-office, and asset-manager taxonomy.


Matt Brown is the leadership anchor behind the CAIS advisor-intelligence surface.


Lawrence Calcano is the leadership anchor behind the iCapital marketplace and due-diligence rail.


Use the cap-intro format as the actionable route; the real gap is current roster and meeting-booking depth.


The actionable route is sponsor or registration access plus current-cycle speaker normalization.


Treat Sohn as a current-gap monitor until the speaker and sponsor surfaces are normalized.


Keep Hedgeweek in monitor mode until the event page proves a real sponsor or meeting-booking route.


Do not route outreach through GAIM until the local corpus proves the live event page.


This is an identity verification problem first and an outreach problem second.


Use the July Selection Nexus and October Summit as the near-term APAC pitch windows.


The clean route is the registration / sponsorship / speaking gateway, not the brand name alone.


Use the Hong Kong, Singapore, Abu Dhabi, and Palm Beach forums as the near-term ladder.


This is a referral-and-education network that should support member-firm CIO workflows and follow-up packets.


The corpus already separates advisor, home-office, asset-manager, and member-login surfaces, so the content needs to map to that taxonomy.


Use the marketplace and due-diligence rail as the answer surface for private-bank and RIA distribution.


Queue rows 1, 2, and 7 map CalPERS into proposal intake, public manager opportunities, and board meetings; tick63 names Anton Orlich and Derek Walker on the intake rows.


Queue row 1; extract strategy, AUM, track record, fees, liquidity, implementation fit, references, submission path, and document URL.


Queue row 2; extract strategy category, minimum AUM, track record, contact method, status date, and document URL.


Named on the CalPERS intake rows and retained as a separate person node for the manager-ready submission packet.


Queue rows 4 and 6 map NYSCRF into the emerging-manager route and monthly transaction-report tape; pitch calendar keeps the monthly disclosure and emerging-manager program active.


Queue row 6; normalize monthly reports into manager hire, termination, placement-agent, amount, and close-date fields.


Queue row 4; extract eligibility, graduation, allocation-path, and asset-class-parameter fields.


Chief Investment Officer at New York State Common Retirement Fund; useful for routing monthly-disclosure and emerging-manager follow-up.


Queue row 5 and pitch-calendar rows 110.6/111.2 make TRS a board-book and emerging-manager target with a July 2026 extraction window.


Queue row 5; extract board date, agenda item, approval, vote, speaker, committee, manager change, and document URL.


Queue row 5; extract first-time investment, graduation, and trust-level allocation language.


TRS CIO; tied in the corpus to fee reform and 1-or-30 advocacy.


Former TRS CIO; retained because the local corpus ties him to earlier fee-reform advocacy.


Queue rows 10, 11, and 14 map Florida SBA into trustee materials, new-manager reports, and future-solicitation intake.


Queue row 10; extract policy changes, mandates, approvals, and named staff or trustee fields.


Queue row 11; normalize quarterly reports into manager, mandate, asset class, allocation, consultant, and selection-date fields.


Queue row 14; extract category, vendor type, submission method, notification rule, contact, and date-observed fields.


CIO at Florida State Board of Administration; the local corpus uses him as the named Florida SBA gatekeeper.


Queue row 12 and pitch-calendar extraction rows make UTIMCO a board-resource archive and allocation-change detector.


Queue row 12; extract meeting date, board-book sections, manager items, approvals, and audio index fields.


Queue rows 13 and 18 and the pitch calendar keep KCERA as a board-cadence plus negative-RFP monitor.


Queue row 13; extract meeting date, committee, agenda item, motion, vote, attendee, attachment, and document URL.


Queue row 18; preserve the no-open-RFP status and keep watching for an actual procurement cycle.


Queue rows 8 and 9 plus the pitch calendar make CTPF a procurement and board-packet target with a consultant-independence issue.


Queue row 8; extract agenda, recording, minutes, action items, and manager-or-consultant references.


Queue row 9; extract solicitation title, procurement type, deadline, contact, vendor category, award status, renewal date, and document URL.


Chicago Teachers' Pension Fund Executive Director; named in the local consultant-independence packet.


Chicago Teachers' Pension Fund CIO; named in the local consultant-independence packet.


Pitch-calendar rows 137.8, 144.8, and 67.0 tie NYC BAM to a July 15 search deadline, replacement-cycle evidence, and a March 2026 CIO appointment.


Queue row 3; this is the live intake monitor for the passive-indexing search and its addenda.


Pitch-calendar rows 137.8 and 144.8; extract deadline, contract-expiry, requirements, addenda, award path, and document URL.


March 2026 permanent CIO appointment for the New York City retirement system; the local corpus frames him as the allocator-side gatekeeper for expanding alternatives.


Pitch-calendar rows 131.0, 128.0, and 125.0 frame PRIM as a hedge-fund infrastructure and portfolio-completion target.


Queue row 15 and the pitch calendar; extract the RFP timing, procurement record, and whether the PCS route is manager-facing or internal.


MassPRIM Senior Investment Officer; named in the local conference evidence as part of the allocator contact layer.


Queue row 15 and pitch-calendar rows 126.8/116.6/109.2 make GPIF a pre-RFP manager-registration gate.


Queue row 15; extract track record, risk metrics, ESG alignment, liquidity terms, and operational controls.


GPIF President; retained as a named board-level contact in the manager-registration workflow.


GPIF Board of Governors Chairperson; retained as a named governance contact.


Named process lead in the GPIF manager-registration workflow.


Pitch-calendar rows 116.6, 112.4, and 67.6 route PIF pitches through the International Investments and MENA Investments leadership stack.


Queue row 15; extract registration, monthly quantitative data, implementation capacity, and Saudi/MENA relevance fields.


Governor of Public Investment Fund; the local corpus uses him as the top-level gatekeeper.


Secretary General to the PIF Board; named in the local board-routing evidence.


Pitch-calendar rows 124.8, 123.8, and 106.8 mark NZ Super as an official manager-context and external-mandate target.


Pitch-calendar rows 124.8 and 123.8; route systematic and liquid-alts materials around external mandates, governance, responsible-investment constraints, and public-markets ownership.


CEO of Guardians of New Zealand Superannuation.


Co-CIO focused on public markets, strategic tilting, implementation, and rebalancing.


Co-CIO focused on private markets, external mandates, direct investments, and data analytics.


Pitch-calendar rows 124.8, 109.2, and 77.0 make HOOPP a live absolute-return and governance-route target.


Pitch-calendar row 77.0; target the named CIO and board stack with a liability-aware allocation thesis and operational fit.


Named CIO in the local HOOPP governance-route packet.


Named board chair in the local HOOPP governance-route packet.


Named Asset-Liability Committee chair in the local HOOPP governance-route packet.


Pitch-calendar row 112.8 makes VRS a replacement-demand monitor after a liquid-credit termination.


Tick50 replacement-motion sidecar; local corpus records the Orchard Liquid Credit termination as a replacement-capital and fee/liquidity question.


Pitch-calendar row 113.2 keeps SURS as a long-vol replacement-motion monitor.


Pitch-calendar row 52.4 says to validate a manager-reallocation cycle but keep the exact long-vol termination as a monitor until sleeve-specific evidence is extracted.


Queue row 15 and the pitch calendar treat Harvard as an endowment allocator separate from HMC until an annual report or board record proves active hedge-fund manager selection.


Operating manager node kept separate from Harvard University Endowment facts; the local corpus warns against alias collapse.


Official partner-intake and performance framing; useful for contact routing, not as proof of hedge-fund allocation intent.


Queue row 1 exposes the secure proposal portal and the three triage outcomes in the local pitch calendar.


Queue row 2 exposes the Nasdaq eVestment path and the direct-proposal fallback.


Named as a CalPERS intake contact in the local board-packet extraction file.


Pitch calendar keeps the public-manager route open and active for the June 2026 cycle.


Pitch calendar marks the secure portal open now and keeps the due diligence packet ready.


Monthly board archive used for committee, performance, compensation, and closed-session review.


Queue row 6 makes the monthly disclosure the manager-hire and termination tape.


Queue row 4 makes the emerging-manager route the graduation and direct-allocation window.


Named CIO for the monthly disclosure and emerging-manager routes.


Queue row 5 makes the July 2026 board book the approvals and manager-change source.


Queue row 5 keeps the emerging-manager graduation path separate from the board book.


CIO and fee-reform advocate in the local TRS packet.


Former CIO and earlier fee-reform advocate in the local TRS packet.


Queue row 10 makes trustee and IAC packets the policy and approval source.


Queue row 11 makes the quarterly report the onboarding tape.


Queue row 14 makes the future-solicitation form the pre-RFP notification intake.


Named CIO contact for Florida SBA trustee and procurement routing.


Queue row 12 makes the board agenda/book/audio archive the allocation-change detector.


Queue row 13 makes the board and committee archive the cadence source.


Queue row 18 preserves the negative open-RFP monitor.


Queue row 8 makes the board and committee pack the named-people and manager-review source.


Queue row 9 makes the procurement page the vendor-renewal monitor.


Executive Director named in the local CTPF consultant-independence evidence.


CIO named in the local CTPF consultant-independence evidence.


Queue row 3 makes the solicitation board the live intake monitor.


Pitch-calendar rows 137.8 and 144.8 tie the search to the replacement cycle and July 15 deadline.


March 2026 permanent CIO appointment named in the local NYC BAM allocator packet.


Queue row 15 and the pitch calendar keep the managed-account platform as a procurement-linked source gap.


Senior Investment Officer named in the local MassPRIM conference evidence.


Queue row 15 makes the alternative-assets registration system the pre-RFP gate.


Named GPIF President in the manager-registration workflow.


Named GPIF Board of Governors Chairperson in the manager-registration workflow.


Named GPIF manager-registration process lead.


Queue row 15 makes the MENA external-manager portal the public intake route.


Governor named in the local PIF distribution and gatekeeper evidence.


Secretary General to the PIF Board named in the local PIF distribution and gatekeeper evidence.


Pitch-calendar rows 124.8 and 123.8 keep the official manager context as the primary evidence base.


CEO of Guardians of New Zealand Superannuation.


Co-CIO focused on public markets, strategic tilting, implementation, and rebalancing.


Co-CIO focused on private markets, external mandates, direct investments, and data analytics.


Pitch-calendar row 77.0 maps the allocator through the board and asset-liability chain.


Named CIO in the local HOOPP governance-route packet.


Named board chair in the local HOOPP governance-route packet.


Named Asset-Liability Committee chair in the local HOOPP governance-route packet.


Tick50 replacement-motion sidecar records the termination as a replacement-capital question.


Pitch-calendar row 52.4 says to validate a manager-reallocation cycle but keep the exact long-vol termination as a monitor until sleeve-specific evidence is extracted.


The local corpus explicitly keeps the allocator separate from HMC until annual-report or board evidence proves active manager selection.


Partner-intake surface used for routing, not proof of hedge-fund allocation intent.


CEO named in the local Harvard manager packet.


CIO named in the local Harvard manager packet.


Queue row 1 in docs/quant-board-packet-extraction-queue.md; tick63 names Anton Orlich and Derek Walker on the intake rows; the pitch calendar keeps the portal open now.


Queue row 2 and the pitch calendar keep the manager-opportunities route live; the local corpus treats this as a standing intake surface.


Queue row 7 and the local pitch calendar treat the board archive as a monthly named-people and governance packet.


The local corpus points to the March 2026 disclosure as the anchor for hire/termination and placement-agent extraction.


Queue row 4 keeps the emerging-manager program as the direct-allocation window and the local pitch calendar keeps it active.


Queue row 5 plus the local pitch calendar make the July 2026 board-book window the key packet target; the local corpus names Jase Auby and Britt Harris on the same route.


Queue row 5 keeps the emerging-manager program paired with the board-book extraction rather than treated as a separate dead-end page.


Queue row 10 and the pitch calendar keep trustee materials in the active board-packet loop; Lamar Taylor is the named gatekeeper in the local corpus.


Queue row 11 and the local pitch calendar identify the 2026 Q1 report as the current-year onboarding tape.


Queue row 14 keeps the form as a pre-RFP monitor; the local corpus treats it as a notification route rather than a live manager search.


Queue row 12 and the local pitch calendar make the archive the main allocation-change detector for the endowment.


Queue row 13 and the local pitch calendar keep KCERA as a mid-sized public-plan committee cadence target.


Queue row 18 and the local pitch calendar preserve the no-open-RFP state as a watch item rather than a pitch window.


Queue rows 8 and 9 plus the pitch calendar keep the board material and procurement surfaces paired; the local corpus names Carlton W. Lenoir Sr. and Fernando Vinzons.


Queue row 9 and the pitch calendar keep the procurement page as the cleanest Chicago target after the consultant-independence issue.


Pitch-calendar rows 144.8 and 137.8 make the July 15 search deadline and the 2017-to-2026 replacement cycle actionable; the local corpus also records Monte Tarbox as the allocator-side contact.


Queue row 3 keeps the Comptroller board as the live intake monitor for NYC BAM; the pitch calendar adds the deadline and replacement-cycle framing.


Pitch-calendar row 4807 says the managed-account platform RFP closed on Feb 20, 2026 and implies active hedge-fund infrastructure expansion.


Pitch-calendar rows 3035, 3069, and 7693 keep the official-source gap explicit until a primary plan record is extracted.


Queue row 15 and the pitch calendar make GPIF a live alternative-assets intake gate; YOSHIZAWA Yusuke is the named process lead in the local corpus.


Pitch-calendar rows 116.6 and 67.6 keep PIF as an open registration gate; the local board packet names Yasir Al-Rumayyan and Maram Al Johani.


Pitch-calendar rows 109.2 and 77.0 keep HOOPP as both a strategy-demand and governance-route target; the local corpus names Michael Wissell, John Sinclair, and Dan Anderson.


Pitch-calendar rows 124.8, 123.8, and 106.8 keep NZ Super as an active official-manager-context route; the local corpus names Jo Townsend, Brad Dunstan, and Will Goodwin.


Tick50 records the Orchard termination in the replacement-motion sidecar, and the local pitch calendar keeps it on the VRS replacement watchlist.


Tick50 and the local pitch calendar keep the exact long-vol termination claim as monitor until sleeve-specific evidence is extracted.


Pitch-calendar rows 67.2, 3783, 6877, and 7319 keep HMC as a live partner-intake route but not yet a hedge-fund-allocation proof.


Local ranked calendar and board-packet queue repeatedly flag the July 15, 2026 NYC BAM passive-indexing search as actionable, but require the Comptroller RFP board attachments and addenda before claiming packet-level completeness.


Local corpus ranks MassPRIM as a high-value hedge-fund managed-account platform signal but still labels the official board/procurement record as unresolved.


Local board-packet queue says the July 16-17, 2026 board materials should be opened and captured at meeting-specific URL level before treating TRS manager-change evidence as packet-complete.


Local official source upgrade rows identify the Florida SBA 2026 Q1 New Managers Report as a fresh allocation tape that still needs manager, mandate, asset-class, selection-date, allocation, and consultant fields extracted.


Local AEO/GEO and private-wealth queues identify CAIS x Claude and iCapital as active advisor workflow surfaces, but still require field-level proof for advisor prompts, subscription workflow, DDQ, reporting, and portfolio-fit metadata.


Local replacement-motion rows keep VRS Orchard Liquid Credit and SURS long-vol manager reallocation as monitor signals until reason category, replacement need, and transition-plan evidence are proven by official or SME-verifiable sources.


Local event roster depth keeps Hedgeweek, GAIM, and Context365 in source-upgrade mode until their current identity, event calendar, speaker roster, sponsor route, and registration surface are proven.


The announcement is ranked actionable, but the addenda and attachment URLs are the packet-level evidence gap.


The trade-press and local signal exist, but official procurement or board proof remains the source-upgrade blocker.


The July board window is actionable only after meeting-level agenda, book, summary, and recording URLs are captured.


The official report link is known, but row-level manager and mandate extraction remains unresolved.


The advisor-intelligence surface is actionable, but prompt and retrieval fields still need proof.


The distribution rail is actionable, but onboarding/subscription/DDQ/reporting fields still need proof.


The termination signals remain useful, but the reason and replacement plan must be verified before direct pitch timing is inferred.


These brands should not be treated as routable allocator events until the live event identity and access paths are proven.


Local queue rows explicitly warn that attachment/addendum URLs are required before claiming packet completeness.


Local rows preserve the managed-account platform as an official-source gap even though the signal ranks highly.


The local queue identifies the July 16-17 meeting as a specific extraction window but not yet a packet-complete source.


Tick 64 added the official report link, but row-level extraction remains a priority.


Local queues identify CAIS x Claude and iCapital as live advisor surfaces but still require exact field proof.


Local tick50 and tick65 rows preserve these as monitor signals pending official or SME verification.


Tick 65 event roster depth keeps these as source-upgrade targets rather than live routes.


Pitch-calendar rows 137.8, 144.8, and 67.0 tie NYC BAM to a July 15 passive-indexing search deadline and a March 2026 CIO appointment.


Queue row 3 says the local corpus has the announcement and RFP board URLs, but not the deeper solicitation attachments or addenda.


Pitch-calendar rows 131.0, 128.0, and 125.0 frame PRIM as a hedge-fund infrastructure and portfolio-completion target.


Kuhn official-source triage says the MassPRIM platform remains a monitor until a procurement, board record, or official platform document surfaces.


Pitch-calendar rows 110.6 and 111.2 keep the July 16-17, 2026 board packet and emerging-manager route active.


Queue row 5 and the exact-note block say the archive points to the meeting, but not yet the specific July 16-17, 2026 board book, summary, and recording URLs.


Pitch-calendar rows 64, 65, and 70 keep trustee materials, new-manager reports, and future solicitations in play.


Official-source upgrade notes say the 2026 Q1 report is the current-year onboarding tape, but the packet still needs the report-level fields extracted.


Queue row 12 frames UTIMCO as a board-resource archive and allocation-change detector.


Official-source upgrade notes say the archive exposes a June 18, 2026 agenda, but the full agenda/book/audio bundle still needs packet-level extraction.


Pitch-calendar rows 57.8, 56.6, and 56.0 keep KCERA as a board-cadence and negative-RFP monitor.


Queue row 13 covers board agendas/minutes and row 18 preserves the no-open-RFP monitor, so the local corpus still lacks a clean packet for both surfaces.


Pitch-calendar row 112.8 keeps the Orchard Liquid Credit termination on the VRS replacement watchlist.


Official-source triage says the Orchard termination stays a monitor until a board packet, annual report, or disclosure proves the move.


Validation notes say the official manager-decision page supports a reallocation cycle, but not the precise long-vol sleeve claim.


The local corpus confirms a manager-reallocation cycle but still lacks sleeve-specific evidence for the long-vol termination claim.


The pitch calendar already treats SALT, Sohn, GAIM, Hedgeweek, and Context365 as adjacent event-routing surfaces, but some names still lack normalized identity proof.


Local corpus search says Hedgeweek, GAIM, and Context365 still lack a normalized event, sponsor, or registration surface and need identity disambiguation first.


The private-wealth queue already splits CAIS, iCapital, Citi Wealth, and related routes into workflow surfaces, but onboarding fields are still only partially normalized.


The local queue says CAIS needs advisor-prompt extraction and iCapital needs subscription, DDQ, reporting, and portfolio-fit normalization before the surfaces are fully actionable.


The allocator is live, but the pitch packet is still missing the attachments and addenda needed to answer the search requirements.


The PRIM investments page is only an anchor until a board, procurement, or official platform record proves the managed-account route.


The meeting exists on the archive, but the July 16-17 packet still needs the specific board book, summary, and recording URLs.


The official quarterly report link exists, but the report-level onboarding fields still need extraction.


The archive hub is live, but the June 18 agenda/book/audio bundle still needs packet-level capture.


Board agendas/minutes and the negative RFP monitor should stay split until a clean official procurement packet appears.


Trade-press evidence is not enough; the corpus still wants a board packet, annual report, or disclosure.


The official manager-decision page supports reallocation, but not the sleeve-specific long-vol claim.


The three brands still need identity disambiguation before they can be treated as routable event surfaces.


CAIS and iCapital are both present in the local queue, but the onboarding field proof still needs a normalized packet.


Queue row 3 and the pitch-calendar entries say the announcement exists, but the deeper packet is still missing.


Official-source triage still says the PCS route needs a board or procurement record, not just portfolio-completion context.


Queue row 5 keeps the July meeting as the key packet window, but the exact URLs are still missing.


Official Florida SBA page lists a 2026 Q1 New Managers Report and historical quarterly reports.


Official UTIMCO meeting resources page lists the June 18, 2026 agenda and archive columns for agenda, minutes, book, and audio.


Queue rows 13 and 18 keep the board archive and no-open-RFP page separate, so the corpus still needs a clean current packet.


Official-source triage says the Orchard termination stays a monitor until a primary VRS document proves the move.


Kuhn official-source triage confirms a manager-reallocation cycle but not the exact long-vol sleeve claim.


Local corpus search says these brands still need identity disambiguation before they can be routed as live event surfaces.


The private-wealth queue says CAIS needs advisor-prompt extraction and iCapital needs subscription, DDQ, reporting, and portfolio-fit normalization.


The local queue treats CAIS as a strong AEO/GEO surface with advisor, home-office, and asset-manager retrieval paths that can be turned into liquid-alts answer packs.


The workflow-retrieval surface for iCapital includes research, due diligence, document center, reporting, portfolio analytics, and client reporting.


The corpus treats Morningstar Wealth as a model-portfolio decision layer where a strategy must prove shelf fit, SMA compatibility, and implementation fit.


The private-wealth queue names Envestnet as a core RIA workflow layer, but the corpus still lacks a direct platform page or advisor-workflow source.


The corpus treats Family Wealth Alliance as a B2B network for multifamily offices with member, event, sponsor, and webinar surfaces.


Campden Wealth is represented as a qualified family-office event surface with delegate registration, sponsor prospectus, speaker pages, and agenda PDFs.


The corpus has J.P. Morgan Private Bank in channel maps, but the official-source bar is still monitor-only until a public research note, report page, or event page is surfaced.


The local corpus has UBS family-office coverage, but the Credit Suisse archive lineage is still unresolved and should stay separated as a source gap.


CAPTRUST is tracked as a large OCIO/fiduciary adviser and practical hidden gatekeeper for outsourced institutional capital.


The hidden-gatekeeper corpus explicitly describes Cambridge Associates as an investment consulting and OCIO gatekeeper for foundations, endowments, pensions, private clients, and institutional investors.


Russell is represented as an OCIO provider serving healthcare systems, corporate and public pensions, endowments, foundations, and insurance organizations.


The allocator corpus gives MacArthur a private-equity lead and a sustainable-investments seat, making it a foundation/endowment route for a governance-friendly quant sleeve.


The corpus places W.K. Kellogg in the alternatives camp with a long-tenured private-assets lead, which usually means consultant-friendly manager selection.


The corpus tracks ALSAC as a hospital-related alternatives allocator and assigns Nicola da Roza as the operating gatekeeper for a liquid-alts pitch.


Mass General Brigham remains a review-window allocator because investment gains materially affect net income and the CIO transition creates a re-evaluation window.


The allocator corpus identifies Rockefeller as a CIO-led family-office platform that can absorb transparent systematic sleeves and managed accounts.


The corpus records Pathstone as a multi-family office with a substantial investment research team, which makes it a reusable MFO route.


The family-office corpus gives Mousse Partners CIO coverage, so it remains an actionable SFO route for systematic sleeves and managed accounts.


Hillspire is represented as the Schmidt family office with active dealmaking and a principal-level investment route.


The local corpus repeatedly uses this bucket for Campden, Family Wealth Alliance, and family-office allocator routing.


The advisor workflow is the common surface behind CAIS, iCapital, Morningstar Wealth, and Envestnet-style distribution.


The workflow-retrieval corpus repeatedly calls for a DDQ/ODD packet with fee, liquidity, reporting, and transparency fields.


The consultant queue and healthcare-insurance queue both treat consultant screen and RFP workflow as the gate that determines whether the manager gets seen.


J.P. Morgan Private Bank remains a monitor-only route until a public bank-owned research or event page proves the family-office channel.


The UBS family-office report page is present, but the archive lineage still needs normalization before it is treated as a clean route.


The St. Jude ALSAC packet in the corpus emphasizes mission fit, liquidity, downside buffering, and operating-gatekeeper clarity.


Mass General Brigham is treated as a review-window allocator where CIO turnover and funding pressure can create a new manager-search opening.


The queue says CAIS should be turned into an advisor-ready answer pack with one-pagers, model-portfolio fit, and liquidity/fee explainers.


The retrieval surface explicitly calls for DDQ answers, ODD memo, fee/liquidity terms, and reporting appendix.


The private-wealth corpus says Morningstar Wealth is the model-portfolio gatekeeper that decides shelf fit and implementation fit.


The queue names Envestnet as an RIA platform shelf that should be normalized into a usable advisor workflow surface.


The corpus treats Family Wealth Alliance as a B2B network for multifamily offices that can reuse education and diligence materials across firms.


The pitch calendar frames Campden as a qualified family-office event gate for SFO and MFO audiences.


The corpus keeps J.P. Morgan Private Bank on monitor until a J.P. Morgan-owned research, report, or event page proves the route.


The local corpus has the UBS family-office report page, but the Credit Suisse archive lineage remains an unresolved source gap.


CAPTRUST is a practical gatekeeper for outsourced institutional capital and needs implementation-oriented, fee-aware materials.


Cambridge is the foundation-and-endowment gatekeeper that usually needs manager-selection rigor before allocator meetings open.


Russell is the hidden healthcare-and-insurance gatekeeper when the asset owner is delegated to an OCIO team.


The foundation has private-equity leadership and a sustainable-investments seat, which makes a governance-friendly quant sleeve a fit for consultant-led review.


The foundation's long-tenured private-assets leadership suggests a slow, consultant-friendly path into hedge-fund or liquid-alts selection.


The hospital-related allocator route calls for mission fit, liquidity clarity, downside buffering, and an operating gatekeeper answer.


The healthcare system is a review-window allocator because prior CIO movement and investment dependence create a re-evaluation opening.


The corpus identifies Rockefeller as a CIO-led family-office platform that can absorb systematic sleeves and managed accounts.


Pathstone's investment-research team makes it a reusable MFO route rather than a one-off family-office contact.


Mousse Partners has CIO coverage in the corpus, so it remains an actionable single-family-office route.


Hillspire is represented as an active single-family-office investment route with principal-level coverage.


The queue says CAIS x Claude should be split into asset-manager, advisor, home-office, and member-login surfaces.


The workflow-retrieval surface explicitly includes research, due diligence, document center, reporting, portfolio analytics, and client reporting.


The corpus flags Family Wealth Alliance as a B2B network for multifamily wealth firms and MFOs.


The pitch calendar treats Campden as a family-office decision-maker surface with qualification gates and sponsor visibility.


The hidden-gatekeeper corpus explicitly describes Cambridge as an OCIO and consulting gatekeeper for foundations, endowments, pensions, private clients, and institutions.


The corpus explicitly says Russell serves healthcare systems, corporate and public pensions, endowments, foundations, and insurance organizations.


MacArthur is a large foundation with private-equity leadership and a sustainable-investments seat.


The corpus places W.K. Kellogg in the alternatives camp with a long-tenured private-assets lead.


ALSAC is tracked as a hospital-related alternatives allocator, which makes it one of the cleaner hospital-endowment targets in the local corpus.


The local corpus says Mass General Brigham remains a review-window allocator rather than a clean open search surface.


The corpus identifies Rockefeller as a CIO-led family-office platform with meaningful liquid-alts fit.


The corpus records Pathstone as a multi-family office with a substantial investment research team.


The family-office batches give both Mousse Partners and Hillspire named investment leadership, which is enough to keep them in the actionable SFO route set.


Named allocator contact at Johns Hopkins University Investment Office; useful for outreach around public/private market manager selection.


Investment Director at UCLA Investment Company with direct endowment-selection relevance.


Foundation allocator contact at Foundation For The Carolinas; actionable for private-wealth and foundation-adjacent manager outreach.


Insurance allocator with private-markets responsibility at AAA Auto Club Group; useful for alternatives and liquid-alts routing.


Senior allocator seat at Northwestern University Investment Office; strong candidate for endowment-style diligence outreach.


Private-assets lead at W.K. Kellogg Foundation; relevant for foundation and private-markets outreach.


Senior investments contact at St. Jude Children's Research Hospital ALSAC; useful for allocator follow-up and content targeting.


CIO at Robert Wood Johnson Foundation and a named current-cycle speaker node in the local conference corpus.


Chicago Teachers' Pension Fund CIO and named conference speaker; high-value allocator and board-adjacent contact.


NYU Investment Office CIO surfaced in the conference corpus; strong endowment allocator target.


CPP Investments external-portfolio-management leader and conference speaker; useful for outsourced-manager and systematic-strategy targeting.


Tulane University Endowment CIO who also appears in the conference speaker graph.


LACERA CIO in the local conference graph; direct allocator seat for manager outreach.


Virginia Retirement System deputy CIO, useful as a named allocator gatekeeper.


New Jersey Division of Investment CIO contact and speaker node for public-plan outreach.


The California Endowment CIO in the local speaker corpus; useful for mission-driven allocator targeting.


Bryn Mawr Trust CIO and named speaker node, relevant for private-wealth and trust-channel targeting.


NEPC CIO contact anchoring consultant shortlist and OCIO decision flow.


NEPC manager-research lead shaping manager review and search mechanics.


NEPC lead tied to hedge-fund-adjacent sleeves and portable-alpha framing.


Mercer alternatives lead and a direct route for global manager-search framing.


Mercer strategist contact for portfolio-construction language and hedge-fund positioning.


Mercer research lead surfaced as a manager-research influence node.


Callan alternatives consulting gatekeeper and first-touch route for institutional searches.


Aksia hedge-fund screening lead and shortlist control point.


Aksia operational-due-diligence lead and gate before manager intake.


Aksia ODD lead with direct operational-fit influence.


Wilshire CIO and decision-maker for manager selection.


Institutional consulting route with existing allocator access and conflict-language sensitivity.


CAPTRUST founder and fiduciary gatekeeper with OCIO and RIA reach.


CAIS leadership anchor behind the advisor-intelligence surface.


iCapital leadership anchor behind the marketplace and due-diligence rail.


Oaktree speaker node in the local conference graph and a high-signal influencer for alternatives audiences.


Goldman Sachs Asset Management speaker node useful for allocator-facing content targeting.


Altimeter Capital speaker node and visible market influencer in the conference corpus.


Man Group leadership node with relevance for quantitative and systematic positioning.


Wellington Management leadership node and speaker influence anchor.


PDT speaker node relevant to systematic and multi-strategy audience targeting.


Carlyle speaker node and broad alternatives-market influencer.


Vista Equity Partners speaker node with strong visibility across allocator and private-markets audiences.


Smithsonian Institute CIO and conference speaker node.


CalSTRS investment-officer node in the conference corpus, useful as an allocator-side influencer.


CalSTRS senior investment decision-maker appearing in the local speaker graph.


Maryland State Retirement and Pension System deputy CIO with direct allocator relevance.


Current local speaker corpus with named allocator and private-markets influencers.


Local corpus contains a dense named-speaker set and makes this a practical influencer-mapping surface.


Institutional consultant gatekeeper for hedge-fund manager search and OCIO-led allocations.


Global alternatives and portfolio-construction gatekeeper with named research and strategy contacts.


Alternatives consultant and RFP gatekeeper with manager evaluation and OCIO surfaces.


Specialist hedge-fund screening and operational-due-diligence surface rather than generic consulting.


Consultant and OCIO rail that bridges manager selection, governance, and risk review.


Combined institutional consulting channel that needs explicit ownership and conflict language.


OCIO and fiduciary gatekeeper with direct manager-screening relevance.


Advisor-facing distribution surface with a leadership-led answer-engine and content-routing layer.


Marketplace, diligence, and subscription workflow surface anchored by named leadership.


Allocator-intent answer surface where stale or thin citations can shape first impressions.


Search surface that rewards canonical, structured, date-stamped entity pages.


Answer-engine surface for DDQ FAQ, risk disclosures, and other long-context diligence material.


Document-heavy retrieval surface where dates and provenance are the decisive packaging fields.


Advisor-intelligence surface that needs advisor-ready one-pagers, model-portfolio fit, and liquidity/fee explainers.


Segmented advisor and home-office surfaces that need platform-ready explanation and model-portfolio packaging.


Audience bucket covering allocator, consultant, and cap-intro event routing.


MD Investments contact at Johns Hopkins University Investment Office.


Investment Director contact at UCLA Investment Company.


VP Director of Investments at Foundation For The Carolinas.


Head of Alternative Investments at AAA Auto Club Group.


MD contact at Northwestern University Investment Office.


MD Private Assets at W.K. Kellogg Foundation.


Senior Director Investments at St. Jude Children's Research Hospital ALSAC.


Chief Investment Officer at Robert Wood Johnson Foundation.


Chief Investment Officer at Chicago Teachers' Pension Fund.


Chief Investment Officer at New York University Investment Office.


MD, Head of External Portfolio Management at CPP Investments.


Chief Investment Officer at Tulane University Endowment.


Deputy CIO at Virginia Retirement System.


Director and CIO at New Jersey Division of Investment.


Chief Investment Officer at The California Endowment.


Chief Investment Officer at Bryn Mawr Trust.


NEPC CIO contact anchoring consultant shortlist and OCIO decision flow.


NEPC manager-research lead shaping search mechanics.


NEPC marketable-credit and multi-asset lead.


Mercer Global Chief Investment Strategist.


Mercer Global Head of Investment Research.


Aksia Co-Head Operational Due Diligence.


Wilshire CIO and manager-selection decision-maker.


Institutional consulting route and former Verus CEO.


CAPTRUST founder and fiduciary gatekeeper.


Named speaker in the iConnections Global Alts Miami 2025 set.


Named speaker in the AAAIM ELEVATE 2025 set.


Top-of-funnel allocator discovery surface where citation quality shapes first impressions.


Canonical entity-page selector for allocator-intent search.


Long-context diligence surface that rewards consultant-ready DDQ, FAQ, and risk packets.


Document-heavy research visibility surface that depends on dates and provenance.


Advisor-intelligence surface that should route to CAIS-ready one-pagers and diligence material.


Segmented distribution surfaces that need advisor-ready explanations and model-portfolio packaging.


Derived from the allocator exports, conference speaker corpus, and person-gap queue.


Derived from the consultant gatekeeper map and hidden-gatekeeper rows.


Derived from the AEO/GEO influence path graph and the event-roster depth pass.


Derived from the conference speaker corpus.


Derived from the AEO/GEO monitoring matrix and content backlog.


Derived from the combined allocator, consultant, event, and AEO/GEO passes.


Combines the ranked pitch calendar, official-source gaps, AEO/GEO backlog, and current allocator motion signals into a weekly action queue for a quant hedge fund.


Local pitch calendar ranks the NYC Bureau of Asset Management passive-indexing manager search as the top open window with a July 15, 2026 deadline; the unresolved blocker is attachment and addendum capture.


Local corpus treats CalPERS as an open standing-intake route through proposal submission and eVestment manager opportunities, with recent private-market and total-fund leadership changes making portfolio-completion framing more important than standalone hedge-fund language.


The AEO/GEO backlog and pitch calendar repeatedly identify manager databases and portal surfaces as decision tools; stale profile records create hidden rejection risk even when public marketing is current.


Local rows for SURS long-vol, VRS Orchard Liquid Credit, NYC BAM replacement cycles, and CalPERS historical pruning show that replacement motion is often more actionable than generic appetite.


The backlog calls for concise, cited pages for why quant now, QIS versus hedge funds, capacity, drawdown control, fees, liquidity, operational risk, data lineage, and explainability across ChatGPT Search, Google AI Overviews, Claude, and Perplexity.


The July 15 search is the highest-priority open deadline and should be packetized before broader monitor work.


CalPERS has standing intake and leadership-driven framing changes, making it a current relationship-development and content-packaging target.


CalPERS public-manager opportunities route through eVestment, so database freshness is part of the pitch packet rather than an afterthought.


The 2017-to-2026 replacement-cycle pattern is the core reason the NYC BAM search deserves immediate attention.


Public answer-engine visibility helps first-pass discovery; database and portal freshness handles gated consultant and platform workflows.


Pitch calendar rows rank NYC BAM July 15 as the top open window and tick66 identifies attachment/addendum capture as the packet blocker.


Tick64 captured official CalPERS proposal and public-manager-opportunities surfaces; the pitch calendar adds total-portfolio and leadership-change framing.


The backlog and calendar both rank database and portal surfaces as high-priority decision workflows.


Local rows identify SURS long-vol, VRS Orchard, NYC BAM replacement-cycle evidence, and CalPERS historical pruning as SME-verifiable motion signals.


The AEO/GEO backlog specifies question clusters, required structure, portal packs, and monitoring metrics.


Pitch-calendar rows 144.8 and 137.8 make the July 15 search deadline and the 2017-to-2026 replacement cycle actionable; the local corpus also records Monte Tarbox as the allocator-side contact.


Pitch-calendar row 4807 says the managed-account platform RFP closed on Feb. 20, 2026 and implies active hedge-fund infrastructure expansion.


The local queue identifies the July 16-17 meeting as a specific extraction window, and the pitch calendar keeps the emerging-manager route active.


Tick 64 added the official report link, but row-level extraction remains a priority.


Official UTIMCO meeting-resources page lists a June 18, 2026 agenda and archive columns for date, agenda, minutes, book, and audio.


The local corpus keeps KCERA as a board-cadence and negative-RFP monitor.


The local consultant-gatekeeper corpus treats NEPC, Wilshire, Callan, Verus, and RVK as hidden influences over institutional shortlists.


The private-wealth and APAC distribution sweeps say hedge-fund demand is strongest where liquidity and implementation matter, especially inside advisor and family-office workflows.


The local distribution sweep says Campden is a qualified family-office gate and APB/Hubbis expose near-term private-wealth meeting routes.


The local corpus keeps VRS Orchard and SURS long-vol as the best current low-performer replacement examples, but still wants reason-category and transition-plan proof before claiming a direct pitch window.


Local board/onboarding packet shows Florida SBA new-manager reporting as a direct signal for fresh manager selection activity.


Local replacement-motion packet flags VRS Orchard Liquid Credit as a termination event that should be monitored for follow-on demand.


Local consultant-gatekeeper corpus records Verus operating through Cerity Partners, which changes the routing path for allocator introductions and diligence.


Local board packet identifies CalPERS as a recurring agenda surface with investment-committee and CIO-selection activity.


Local conference corpus shows Amy Flikerski speaking at iConnections Global Alts 2023 and appearing again in AAAIM ELEVATE 2025, while the pitch calendar still routes her as a current-cycle contact at CPP Investments.


Local private-wealth platform sweep treats private-markets SMA launches as evidence that platform onboarding, not only product merit, determines distribution.


Local allocator signal records CalPERS' reference-portfolio shift and active-risk framing as a material policy change.


Local quant-actionable packet flags Taproot as a watchlist case after early losses and the departure of a research head/partner.


Answer-first discovery surface that rewards source-linked pages, FAQs, comparison tables, and dated claims for allocator-intent queries.


Search summary surface that depends on Google-indexable structured pages, entity disambiguation, semantic headings, and current evidence.


Long-context reasoning surface that benefits from primary-source appendices, clean terminology, and counterevidence for diligence prompts.


Consultant routing layer where strategy taxonomy, returns, AUM, capacity, fees, liquidity, and narrative completeness determine discoverability.


Manager portal and client/MAX retrieval layers where DDQ, ODD, risk reporting, transparency, and named research people matter.


Advisor-facing alternatives surface where the content must answer liquid-alts and model-portfolio prompts directly.


Alternatives distribution rail where subscription workflow, platform-compatible fund data, diligence metadata, and advisor education copy decide visibility.


Discovery surface that works best when fund, manager, investor, fundraising, performance, terms, and benchmark fields are structured.


Allocator discovery surface that becomes usable when the profile exposes structured fund and manager records with current fundraising context.


Natural-language finance workflow that needs traceable numbers, data lineage, event paths, filing paths, and benchmark IDs.


Finance research workflow that requires portfolio analytics, transcripts, filings, timestamps, attribution, and provenance.


Document-search workflow that favors cited research packs, executive Q&A, transcript and filing references, and slide-ready evidence blocks.


Enterprise search layer that depends on canonical titles, tags, DDQ history, ODD notes, and committee decisions.


Workflow retrieval layer that needs epics, roadmap updates, meeting outputs, and implementation context.


Uses public answer engines and finance workspaces to compare managers on downside capture, crowding, capacity, drawdown control, and operational risk.


Uses MercerInsight/eVestment and Aksia-style workflows to screen manager fit, operational diligence, and consultant-ready narrative quality.


Uses CAIS and iCapital to test model-portfolio fit, fee and liquidity clarity, all-in economics, and subscription readiness.


Uses AlphaSense, Bloomberg ASKB, FactSet AI, and Claude to assemble transcript, filing, attribution, and methodology evidence.


Uses Glean and Rovo to retrieve canonical titles, decision logs, meeting outputs, and diligence history.


Must carry exact entity naming, dated claims, strategy summary, risk controls, fees, liquidity, AUM, and contact points.


Should answer why quant hedge funds now, quant versus bank QIS, capacity, crowding, drawdowns, fees, liquidity, and transparency.


Should include due-diligence answers, operational controls, service-provider details, transparency evidence, and a clean data-room index.


Should expose all-in economics, liquidity terms, capacity constraints, and manager-change implications in a compact table.


Should provide period-aligned returns, factor exposures, drawdown history, stress results, and attribution logic.


Should preserve quote-backed transcript references, filing references, expert call notes, and dated source paths.


Should explain portfolio role, liquidity/fee explainer, model-portfolio fit, and advisor FAQ in a concise format.


Should surface fund, manager, investor, fundraising, performance, terms, benchmark, and relationship fields.


Should normalize DDQ history, ODD notes, committee decisions, naming aliases, and meeting artifacts for enterprise search.


Structured data should mirror visible text so Google, ChatGPT Search, and Claude can resolve the entity and the answer cleanly.


Should mirror the main thesis page for human forwarding, deep research ingestion, and committee circulation.


CIOs start with broad manager discovery and comparison questions before moving into deeper diligence.


Google AI surfaces capture high-intent public search queries and current-source summaries.


Terminal-native research is relevant for market data, filings, and event-path validation.


CIOs compare returns, attribution, and transcript-backed evidence in finance workspaces.


CIOs and allocator teams inspect fundraising history, manager profile completeness, and market positioning.


Preqin profile completeness supports sourcing, peer comparison, and fundraising diligence.


Consultants screen manager databases and prefer structured strategy, return, fee, liquidity, and capacity fields.


Aksia workflows require DDQ, ODD, risk reporting, and transparency evidence rather than marketing copy.


Advisor prompts focus on liquid alternatives fit, portfolio construction, and channel-ready education.


iCapital requires subscription readiness, diligence metadata, and advisor education assets.


Analysts need cited documents, transcripts, and research packs for memo assembly.


Analysts use terminal workflows to validate numbers, event dates, and filing paths.


FactSet supports attribution, period alignment, and quote-backed research synthesis.


Glean retrieves canonical docs, DDQ history, ODD notes, and committee decisions.


Rovo retrieves Confluence/Jira context such as epics, roadmap updates, and meeting outputs.


Source-linked answer pages should resolve top-of-funnel questions.


Structured data should match the visible text and entity naming.


Claude benefits from long-form evidence appendices and counterevidence.


Consultant discovery depends on structured manager and fundraising fields.


Aksia screening depends on diligence packets and risk reporting.


Advisor prompts need a concise portfolio-fit explanation and Q&A blocks.


iCapital requires platform-compatible fund data and advisor education materials.


PitchBook discovery works best when the firm exposes structured fundraising and investor data.


Preqin discovery works best when the profile exposes structured fund, manager, and benchmark fields.


Terminal research needs traceable numbers and data lineage.


Finance workflow answers require period alignment, attribution, and provenance.


Document search workflows need transcript and filing references with dates.


Enterprise retrieval depends on canonical naming and decision history.


Rovo needs Jira/Confluence-ready context and meeting outputs.


FAQ hubs should be mirrored in structured data.


The main entity page should expose organization and product semantics.


Portable mirrors should keep the appendix and the thesis page aligned.


The backlog and monitoring matrix require answer-first pages, dated claims, semantic headings, entity disambiguation, and source-linked tables for ChatGPT Search, Google AI Overviews, and Claude.


The consultant queue identifies Mercer as a thin but important search-mechanics node and says eVestment visibility depends on structured manager fields and a consultant-consumable narrative.


The backlog explicitly calls for Aksia MAX and Aksia Manager Portal packs with DDQ/ODD, risk reporting, drawdown, and transparency artifacts.


The private-wealth backlog and queue treat CAIS and iCapital as channel gates that require advisor education, portfolio fit, and subscription-ready fields.


The monitoring matrix says Bloomberg ASKB needs traceable numbers and lineage, FactSet needs timestamps and provenance, and AlphaSense needs searchable research packs with dates.


The backlog calls for Glean knowledge-base packs and Atlassian Rovo Confluence/Jira-ready diligence context, which means internal retrievers need normalized titles and decisions.


The backlog and pitch calendar both say PitchBook and Preqin become useful when the profile exposes structured manager and fundraising data rather than a generic company summary.


Chicago Teachers' Pension Fund CIO and named conference speaker; high-value allocator and board-adjacent contact.


Robert Wood Johnson Foundation CIO and a named current-cycle speaker node; useful for foundation-style liquid-alternatives outreach.


NYU Investment Office CIO surfaced in the conference corpus; strong endowment allocator target.


CPP Investments external-portfolio-management leader and conference speaker; useful for outsourced-manager and systematic-strategy targeting.


NEPC CIO contact anchoring consultant shortlist and OCIO decision flow.


NEPC manager-research lead shaping manager review and search mechanics.


Mercer alternatives lead and a direct route for global manager-search framing.


HOOPP board chair with governance influence over a liability-aware allocator.


HOOPP asset-liability committee chair with direct governance and risk-budget influence.


Morgan Stanley outsourced-CIO lead and conference speaker; strong advisor-workflow influencer.


MD, Head of External Portfolio Management.


Head of Outsourced CIO for Wealth Management.


Derived from the conference corpus, pitch calendar, and influence-path graph.


The local corpus ties May Ng to RWJF, conference speaker coverage, and an active pitch-calendar row.


The local conference corpus surfaces Michelle Knudsen as a named CIO target at NYU Investment Office.


The local corpus ties Amy Flikerski to CPP Investments, conference speaker coverage, and LP relationship notes.


The consultant gatekeeper map names NEPC as an active shortlist and OCIO decision surface.


NEPC research lead in the local consultant graph.


Mercer alternatives lead with direct allocator-framing influence.


HOOPP board-chair node with official board-trustee evidence in the local graph.


HOOPP committee-chair node with official board-trustee evidence in the local graph.


Turns the tick67 action surface into a weekly command center: top open windows, required packet assets, named relationship route, portal/database route, chatbot/AEO route, and SME validation trigger.


Prioritizes dated windows that are open or near-term: NYC BAM July 15 search, TRS July 16-17 board bundle, KCERA June 23 cadence, UTIMCO June 18 archive, and Florida SBA Q1 report extraction.


Covers CalPERS proposal/eVestment, GPIF registration, PIF Managers Gate, NYSCRF Emerging Manager Program, eVestment, Preqin, PitchBook, Aksia, CAIS, and iCapital.


Uses named people and governance routes from tick67: Fernando Vinzons, May Ng, Michelle Knudsen, Amy Flikerski, Sarah Samuels, William Forde, Raelan Lambert, Dan Anderson, John Sinclair, and Sona Menon.


Publishes canonical manager page, FAQ/comparison hub, DDQ/ODD data room, fee/liquidity/capacity table, performance/factor workbook, advisor one-pager, and JSON-LD mirrors for public and gated discovery.


Dated official-source windows decay fastest and should be packetized before broad relationship outreach.


Standing portals and databases are always-on, but profile freshness should be refreshed weekly during fundraising.


Named people should receive materials only after the packet route and likely gatekeeper path are clear.


Public and gated discovery surfaces require the same evidence to appear in machine-readable, human-forwardable, and diligence-ready forms.


The same claims and tables should populate eVestment, Preqin, PitchBook, Aksia, CAIS, and iCapital fields.


Tick67 and the pitch calendar rank NYC BAM, TRS, Florida SBA, MassPRIM, and CalPERS as the highest-value immediate packet targets.


Tick67 elevated database freshness and platform packaging as high-priority decision surfaces.


Tick67 added named person targets across allocators, consultants, governance routes, and advisor workflow influencers.


Tick67 mapped the answer-engine and decision-tool requirements into content assets and persona-specific workflows.


The local extracted hedge-fund universe already names Millennium, Citadel, Point72, and Schonfeld, so gap-closure work should preserve them as the core benchmark set.


The repository already contains systematic, quant, and liquid-alts language in the hedge-fund list and private-wealth platform notes.


The local corpus repeatedly links macro, fixed income, crisis alpha, and relative value to allocator demand and replacement cycles.


The local queue already points to standing emerging-manager intake and managed-solution routes that can be turned into routable manager-selection opportunities.


The repo's consultant gap files explicitly frame these firms as hidden influences over institutional shortlists.


The platform files already flag iCapital and CAIS as the main private-wealth alternatives rails in the local corpus.


The person-gap queue and consultant extraction queue both treat these entities as named route anchors rather than generic firms.


The outreach queue and allocator signal files already treat these as live intake or infrastructure surfaces.


Local hedge-fund universe anchor from extracted_tick10; useful as a reference point for multi-strategy capital concentration and manager replacement mapping; source_path=data/recovered_batches/extracted_tick10_hedge_funds.json


Core multi-strat peer in the local hedge-fund universe; matters for competitor mapping, launch comparison, and allocator shortlists; source_path=data/recovered_batches/extracted_tick10_hedge_funds.json


Macro anchor in the local universe; relevant for allocator demand around crisis alpha, portfolio completion, and macro replacement motion; source_path=data/recovered_batches/extracted_tick10_hedge_funds.json


Systematic manager with both hedge-fund and liquid-wrapper relevance; matters for payer discovery in wealth, pensions, and consultant screens; source_path=data/recovered_batches/extracted_tick10_hedge_funds.json


Systematic benchmark for factor, liquid-alt, and alternative-beta packaging; useful for replacing black-box hedge-fund narratives with transparent quant language; source_path=data/recovered_batches/extracted_tick10_hedge_funds.json


Computational-finance anchor that helps distinguish discretionary multi-strat from systematic and relative-value routes in fundraising mapping; source_path=data/recovered_batches/extracted_tick10_hedge_funds.json


Quant peer for AI-driven systematic sleeves and platform-friendly liquid alternatives; useful for allocator conversations about data lineage and explainability; source_path=data/recovered_batches/extracted_tick10_hedge_funds.json


Macro manager with fixed-income adjacency; relevant to drawdown-aware replacement motion and allocator appetite for rates/FX crisis alpha; source_path=data/recovered_batches/extracted_tick10_hedge_funds.json


Long-short anchor for competitive mapping against equity hedge and liquid-alt launches; source_path=data/recovered_batches/extracted_tick10_hedge_funds.json


Machine-learning systematic peer that helps separate true quant capacity from generic hedge-fund beta; source_path=data/recovered_batches/extracted_tick10_hedge_funds.json


Systematic allocator reference for trend-following and liquid-alts narratives; useful for consultant-screen language around transparency and capacity; source_path=data/recovered_batches/extracted_tick10_hedge_funds.json


Macro-plus-quant peer for replacement motion and manager-comparison tables; source_path=data/recovered_batches/extracted_tick10_hedge_funds.json


Relative-value anchor that belongs in the allocators' risk-mitigation shortlist when credit and rates dislocations matter; source_path=data/recovered_batches/extracted_tick10_hedge_funds.json


Large multi-strat peer useful for competitor mapping and capital-intro comparison against other launch or growth opportunities; source_path=data/recovered_batches/extracted_tick10_hedge_funds.json


Capacity and drawdown-sensitive manager in the local hedge-fund universe; helps map where allocator replacement appetite may open up; source_path=data/recovered_batches/extracted_tick10_hedge_funds.json


Allocator-as-manager surface that can direct capital into hedge-fund, private-credit, and multi-manager sleeves; source_path=data/recovered_loop_tick21_private_wealth_channels.json