Tsao Family Office single-family office, Singapore, marketsgroup.org 2025


Founder CEO at Wynnes Family Group Singapore, 27yr tenure est 1998, 40yr wealth management, board Reliance AM Singapore, marketsgroup.org 2025 Elite Middle East Asia-Pacific Allocators Part 1


Wynnes Family Group multi-family office, Singapore, marketsgroup.org 2025


Head Investment Strategy at Australian Retirement Trust Sydney, 15yr tenure joined 2010, prior Guardians NZ Super investment strategist Milliman financial risk, Macquarie U commerce applied finance FIAA, marketsgroup.org 2025 Elite Middle East Asia-Pacific Allocators Part 2


Australian Retirement Trust superannuation fund formerly Sunsuper, Sydney Australia, marketsgroup.org 2025


Head Asset Allocation at NZ Super Fund Auckland, 10yr tenure joined 2015, prior MIR Investment head quant research Commonwealth Bank head equities research Deloitte principal economist, UC Berkeley PhD agricultural resource economics, marketsgroup.org 2025 Elite Middle East Asia-Pacific Allocators Part 2


New Zealand Superannuation Fund sovereign wealth, Auckland New Zealand, marketsgroup.org 2025


Senior Director Strategic Tactical Asset Allocation at Thailand Government Pension Fund Bangkok, 19yr tenure, prior Kasikorn AM Bank of Thailand TISCO Securities, George Washington PhD operations research, marketsgroup.org 2025 Elite Middle East Asia-Pacific Allocators Part 2


Thailand Government Pension Fund sovereign pension, Bangkok Thailand, marketsgroup.org 2025


Group CEO at Private Department HE Sheikh Mohammed Bin Khalid Al Nahyan Dubai, 2yr tenure, founder Profit Financial Advisory prior EIG Investment VIC Group, Maryland DBA SBS Swiss DGE, marketsgroup.org 2025 Elite Middle East Asia-Pacific Allocators Part 2


Private Department Sheikh Mohammed Bin Khalid Al Nahyan family office Dubai UAE, marketsgroup.org 2025


Partner at Blauwpark Partners MFO Singapore, 5yr tenure, co-founder tryb Group prior GIC integrated strategies PE Rabobank MAS, MSc applied finance aeronautical engineering, marketsgroup.org 2025 Elite Middle East Asia-Pacific Allocators Part 2


Blauwpark Partners multi-family office, Singapore, marketsgroup.org 2025


CIO at Generali Malaysia Insurance Group Kuala Lumpur, 2yr tenure, prior Bank Negara Great Eastern Life AmGeneral Insurance AXA Affin Insurance, marketsgroup.org 2025 Elite Middle East Asia-Pacific Allocators Part 3


Generali Malaysia Insurance Group insurer, Kuala Lumpur Malaysia, marketsgroup.org 2025


CIO at Al Maktoum Investment Group Dubai, 1yr tenure, 15yr entrepreneur strategist energy finance healthcare tech, marketsgroup.org 2025 Elite Middle East Asia-Pacific Allocators Part 3


Director Investment Office at ANU Endowment Canberra, 8yr tenure appointed 2017, Loyola MBA finance, marketsgroup.org 2025 Elite Middle East Asia-Pacific Allocators Part 3


Australian National University Endowment, Canberra Australia, marketsgroup.org 2025


Head Investment Office at SUSS Endowment Singapore, 3yr tenure, 20yr institutional family office S6 Family Office Sentosa Development Singapore Press Holdings, NTU accountancy, marketsgroup.org 2025 Elite Middle East Asia-Pacific Allocators Part 3


SUSS Singapore University of Social Sciences Endowment, Singapore, marketsgroup.org 2025


Head Investments at Hong Kong Jockey Club Foundation, 8yr tenure joined 2017, prior HSBC Union Bancaire Privee SEI Investments HF coverage alts, York BBA finance HKU MSc nonprofit mgmt, marketsgroup.org 2025 Elite Middle East Asia-Pacific Allocators Part 3


Hong Kong Jockey Club Foundation philanthropic, Hong Kong, marketsgroup.org 2025


Founder CEO at AP Family Office Sydney A$1B+, 20yr+ family office wealth mgmt investment accounting, founding partner AP Accountancy, marketsgroup.org 2025 Elite Middle East Asia-Pacific Allocators Part 4


AP Family Office multi-family office A$1B+ AUM, Sydney Australia, marketsgroup.org 2025


CIO at Nasfund Port Moresby PNG, 5yr tenure, 15yr financial economics public policy Oil Search VP asset strategy PacWealth Capital head investments Kumul Consolidated Holdings, Cardiff MSc international economics, marketsgroup.org 2025 Elite Middle East Asia-Pacific Allocators Part 4


Nasfund Papua New Guinea superannuation fund, Port Moresby PNG, marketsgroup.org 2025


Executive Investment Director at Kewpie Pension Fund Tokyo, 37yr tenure, prior Nakashimato overseas food imports, Waseda social science BS, marketsgroup.org 2025 Elite Middle East Asia-Pacific Allocators Part 4


Kewpie Pension Fund Japanese corporate pension, Tokyo Japan, marketsgroup.org 2025


Investment Team Leader at State Super Sydney, 9yr tenure, ML applications pension funds, prior Media Super Mercer, MCom BCompEng CFA 2025 CFA Institute President Council Rep, marketsgroup.org 2025 Elite Middle East Asia-Pacific Allocators Part 4


State Super Australian superannuation fund, Sydney Australia, marketsgroup.org 2025


CIO Founder at JRT Partners Singapore, 10yr tenure, 20yr+ Citi Private Bank ABN Amro JPMorgan UBS Commonwealth Bank, marketsgroup.org 2025 Elite Middle East Asia-Pacific Allocators Part 4


JRT Partners single-family office, Singapore, marketsgroup.org 2025


CIO at Noritz Corporate Pension Fund Akashi Japan, 11yr tenure, 30yr+ Dai-ichi Mutual Life Insurance foreign equities domestic loans overseas macro external manager DD, Tokyo agriculture BA Wharton MBA, marketsgroup.org 2025 Elite Middle East Asia-Pacific Allocators Part 5


Noritz Corporate Pension Fund Japanese corporate pension, Akashi Japan, marketsgroup.org 2025


Head Investment Stewardship at VFMC Melbourne, 5yr tenure joined 2020, 20yr+ CCI AM $2B head investments Macquarie Aviva Lonsec IOOF, Macquarie MA applied finance RMIT BB, marketsgroup.org 2025 Elite Middle East Asia-Pacific Allocators Part 5


Victorian Funds Management Corporation VFMC government investment manager, Melbourne Australia, marketsgroup.org 2025


CIO at Brighter Super Sydney, 3yr tenure appointed Feb 2022, 30yr+ CIO Christian Super CIO ANZ wealth private banking UBS chief economist Australia RBA economist, Macquarie BA economics LSE MSc economics, marketsgroup.org 2025 Elite Middle East Asia-Pacific Allocators Part 5


Brighter Super Australian superannuation fund, Sydney Australia, marketsgroup.org 2025


Senior Director Strategic Tactical Asset Allocation


Executive Investment Director 37yr tenure


Consultant surface with alternatives consulting and RFP watch; supported by docs/quant-consultant-private-wealth-extraction-queue.md and data/recovered_loop_tick21_consultant_gap_signals.json.


Institutional consultant gatekeeper with alternatives and OCIO relevance; supported by docs/quant-consultant-private-wealth-extraction-queue.md, data/recovered_loop_tick21_consultant_gap_signals.json, and data/recovered_loop_tick31_consultant_gatekeeper_people.json.


Consultant and allocator-facing alternatives channel; supported by docs/quant-consultant-private-wealth-extraction-queue.md and data/recovered_loop_tick31_consultant_gatekeeper_people.json.


Specialist alternatives platform with hedge fund and ODD workflow surfaces; supported by docs/quant-consultant-private-wealth-extraction-queue.md and data/recovered_loop_tick42_workflow_retrieval_signals.json.


Consultant channel with manager research, OCIO, and alternative assets coverage; supported by docs/quant-consultant-private-wealth-extraction-queue.md and data/recovered_loop_tick21_consultant_gap_signals.json.


Specialist alternatives consultant with hedge fund and implementation relevance; supported by docs/quant-consultant-private-wealth-extraction-queue.md and data/recovered_loop_tick31_consultant_gatekeeper_people.json.


Consulting and OCIO gatekeeper for foundations, endowments, pensions, and private clients; supported by docs/quant-person-gap-outreach-queue.md and data/recovered_loop_tick12_hidden_gatekeepers.json.


Named in docs/quant-person-gap-outreach-queue.md row 7 and data/recovered_loop_tick31_consultant_gatekeeper_people.json as the Callan alternatives lead.


Named in docs/quant-person-gap-outreach-queue.md row 4 and data/recovered_loop_tick31_consultant_gatekeeper_people.json as a NEPC gatekeeper.


Named in docs/quant-person-gap-outreach-queue.md row 5 and data/recovered_loop_tick31_consultant_gatekeeper_people.json as a NEPC research gatekeeper.


Named in docs/quant-person-gap-outreach-queue.md row 6 and data/recovered_loop_tick31_consultant_gatekeeper_people.json as a NEPC sleeve lead.


Named in docs/quant-person-gap-outreach-queue.md row 8 and data/recovered_loop_tick31_consultant_gatekeeper_people.json as a Mercer alternatives lead.


Named in docs/quant-person-gap-outreach-queue.md row 9 and data/recovered_loop_tick31_consultant_gatekeeper_people.json as a Mercer portfolio-construction gatekeeper.


Named in docs/quant-person-gap-outreach-queue.md row 12 and data/recovered_loop_tick31_consultant_gatekeeper_people.json as an Aksia hedge-fund screen lead.


Named in docs/quant-person-gap-outreach-queue.md row 13 and data/recovered_loop_tick31_consultant_gatekeeper_people.json as an Aksia ODD gatekeeper.


Named in docs/quant-person-gap-outreach-queue.md row 16 and data/recovered_loop_tick31_consultant_gatekeeper_people.json as the Wilshire CIO gatekeeper.


Named in docs/quant-person-gap-outreach-queue.md row 17 and data/recovered_loop_tick31_consultant_gatekeeper_people.json as the Wilshire risk and operations gatekeeper.


Named in docs/quant-person-gap-outreach-queue.md row 14 and data/recovered_loop_tick31_consultant_gatekeeper_people.json as the Albourne CEO.


Named in docs/quant-person-gap-outreach-queue.md row 15 and data/recovered_loop_tick31_consultant_gatekeeper_people.json as the Albourne implementation lead.


Named in docs/quant-person-gap-outreach-queue.md row 10 and data/recovered_loop_tick31_consultant_gatekeeper_people.json as a Cambridge Associates gatekeeper.


Supported by docs/quant-person-gap-outreach-queue.md row 7 and data/recovered_loop_tick31_consultant_gatekeeper_people.json.


Supported by docs/quant-person-gap-outreach-queue.md row 4 and data/recovered_loop_tick31_consultant_gatekeeper_people.json.


Supported by docs/quant-person-gap-outreach-queue.md row 5 and data/recovered_loop_tick31_consultant_gatekeeper_people.json.


Supported by docs/quant-person-gap-outreach-queue.md row 6 and data/recovered_loop_tick31_consultant_gatekeeper_people.json.


Supported by docs/quant-person-gap-outreach-queue.md row 8 and data/recovered_loop_tick31_consultant_gatekeeper_people.json.


Supported by docs/quant-person-gap-outreach-queue.md row 9 and data/recovered_loop_tick31_consultant_gatekeeper_people.json.


Supported by docs/quant-person-gap-outreach-queue.md row 12 and data/recovered_loop_tick31_consultant_gatekeeper_people.json.


Supported by docs/quant-person-gap-outreach-queue.md row 13 and data/recovered_loop_tick31_consultant_gatekeeper_people.json.


Supported by docs/quant-person-gap-outreach-queue.md row 16 and data/recovered_loop_tick31_consultant_gatekeeper_people.json.


Supported by docs/quant-person-gap-outreach-queue.md row 17 and data/recovered_loop_tick31_consultant_gatekeeper_people.json.


Supported by docs/quant-person-gap-outreach-queue.md row 14 and data/recovered_loop_tick31_consultant_gatekeeper_people.json.


Supported by docs/quant-person-gap-outreach-queue.md row 15 and data/recovered_loop_tick31_consultant_gatekeeper_people.json.


Supported by docs/quant-person-gap-outreach-queue.md row 10 and data/recovered_loop_tick31_consultant_gatekeeper_people.json.


Bernoulli board-artifact sidecar converted the NYC BAM top pitch-now row into packet-level extraction work.


Bernoulli board-artifact sidecar converted TRS Texas archive monitoring into a date-specific extraction task.


Bernoulli board-artifact sidecar identified the March 2026 NYSCRF disclosure PDF as the first exact monthly extraction artifact.


Bernoulli board-artifact sidecar identified CalPERS proposal submission as a pitch-now extraction task.


Bernoulli board-artifact sidecar identified CalPERS public manager opportunities as a pitch-now extraction task.


Bernoulli board-artifact sidecar identified NYSCRF Emerging Manager Program as a pitch-now extraction task.


Helmholtz private-wealth sidecar mapped Citi Wealth to iCapital and the alternatives distribution rail.


The local corpus has the UBS Global Wealth Management family-office report page, but not a clean, separate Credit Suisse archive object.


The corpus has J.P. Morgan Private Bank in channel maps and a source-backfill note, but official-source confidence remains monitor-only.


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


The corpus treats Morningstar Wealth as a model-portfolio gatekeeper integrating public and private assets.


The corpus links Morgan Stanley Wealth Management to BlackRock private-markets SMA routing and advisor-client distribution.


The corpus tracks CAPTRUST as a large OCIO/fiduciary adviser and practical gatekeeper for outsourced institutional capital.


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


Envestnet is named in the private-wealth queue but does not yet have a direct local corpus anchor.


The corpus maps Campden Wealth events as a family-office decision-maker surface with qualification gates.


The corpus encodes Hubbis as a private-wealth event and speaking surface across APAC and the Middle East.


The corpus has APB events, intelligence, and summit signals as an APAC private-wealth route.


Russell AEO/GEO sidecar synthesized docs/quant-aeo-geo-content-backlog.md and docs/quant-aeo-geo-monitoring-matrix.md.


Russell AEO/GEO sidecar encoded long-context diligence prompt examples from local AEO/GEO docs.


Russell AEO/GEO sidecar converted local monitoring matrix into a signal row.


Russell AEO/GEO sidecar converted Perplexity workflow notes into a signal row.


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


Russell AEO/GEO sidecar encoded Bloomberg ASKB workflow requirements.


Russell AEO/GEO sidecar encoded FactSet AI workflow requirements.


Russell AEO/GEO sidecar encoded AlphaSense workflow requirements.


Russell AEO/GEO sidecar encoded CAIS x Claude prompt and asset requirements.


Russell AEO/GEO sidecar encoded Aksia/iCapital workflow retrieval requirements.


Nonprofit healthcare system allocator; source_path=data/recovered_loop_tick31_healthcare_insurance_channels.json


Former CIO at Mass General Brigham; source_path=data/recovered_loop_tick31_healthcare_insurance_channels.json


Hospital-related alternatives allocator tracked in corpus; source_path=data/recovered_loop_tick31_healthcare_insurance_channels.json


Investment lead at St. Jude Children's Research Hospital ALSAC; source_path=data/recovered_loop_tick31_healthcare_insurance_channels.json


Large US foundation in the alternatives allocator corpus; source_path=data/recovered_loop_tick31_healthcare_insurance_channels.json


Private-assets lead at W.K. Kellogg Foundation; source_path=data/recovered_loop_tick31_healthcare_insurance_channels.json


US foundation endowment with private-equity leadership; source_path=data/recovered_batches/extracted_tick10_pe_allocators.json


Private equity lead at MacArthur; source_path=data/recovered_batches/extracted_tick10_pe_allocators.json


University foundation allocator with investment research leadership; source_path=data/recovered_batches/extracted_tick10_alts_allocators_2025.json


Investment research lead at University of Illinois Foundation; source_path=data/recovered_batches/extracted_tick10_alts_allocators_2025.json


Rockefeller family office / wealth platform with CIO coverage; source_path=data/recovered_loop_tick34_lp_universe_channels.json


CIO at Rockefeller Global Family Office; source_path=data/recovered_loop_tick34_lp_universe_channels.json


Philadelphia-area multi-family office with alternative-investments leadership; source_path=data/recovered_loop_tick34_lp_universe_channels.json


Leads alternative investments at Pitcairn; source_path=data/recovered_loop_tick34_lp_universe_channels.json


Eric and Wendy Schmidt family office; source_path=data/recovered_loop_tick34_lp_universe_channels.json


Principal of Hillspire; source_path=data/recovered_loop_tick34_lp_universe_channels.json


Wertheimer family office with CIO coverage; source_path=data/recovered_loop_tick34_lp_universe_channels.json


CIO at Mousse Partners; source_path=data/recovered_loop_tick34_lp_universe_channels.json


Insurance portfolio tracked in the corpus with a dedicated alternatives lead; source_path=data/recovered_loop_tick31_healthcare_insurance_channels.json


Einstein pitch-calendar source-quality sidecar flagged the active row as trade-press cluster evidence.


Alternatives lead at AAA Auto Club Group; source_path=data/recovered_loop_tick31_healthcare_insurance_channels.json


Einstein source-quality sidecar found only trade-press support for this pitch-calendar row.


US insurer investment arm with multi-asset and alternatives leadership; source_path=data/recovered_loop_tick34_lp_universe_channels.json


Einstein source-quality sidecar flagged Harvard's active calendar row as overpromoted without official allocation/search evidence.


Heads Allstate multi-asset group; source_path=data/recovered_loop_tick34_lp_universe_channels.json


Einstein source-quality sidecar reflagged ALSAC as requiring official institution-level verification.


Korean insurance general-account allocator with private debt and PE coverage; source_path=data/recovered_loop_tick34_lp_universe_channels.json


Einstein source-quality sidecar flagged this as a press-survey row rather than a direct pitch window.


Leads Hyundai Marine & Fire private equity and private debt; source_path=data/recovered_loop_tick34_lp_universe_channels.json


Einstein source-quality sidecar found duplicate reliance on the same Business Insider summary.


European insurer with dedicated private equity leadership; source_path=data/recovered_loop_tick34_lp_universe_channels.json


Einstein source-quality sidecar flagged the row as too generic for direct GTM execution.


Leads Generali private equity investments; source_path=data/recovered_loop_tick34_lp_universe_channels.json


Einstein source-quality sidecar flagged the row as press-backed and private-bank-mediated.


Canadian pension allocator with liquid-markets and private-markets coverage; source_path=data/recovered_loop_tick34_lp_universe_channels.json


Einstein source-quality sidecar flagged this as market background rather than a buyer-specific signal.


Leads CDPQ liquid markets; source_path=data/recovered_loop_tick34_lp_universe_channels.json


Einstein source-quality sidecar flagged the SG row as subject-specific but still trade-press-only.


Canadian public pension with active hedge fund and ILS program; source_path=data/recovered_loop_tick34_lp_universe_channels.json


Leads OTPP hedge funds and ILS; source_path=data/recovered_loop_tick34_lp_universe_channels.json


Australian public capital pool with an incoming CIO change; source_path=data/recovered_loop_tick34_lp_universe_channels.json


Incoming Future Fund CIO effective July 2026; source_path=data/recovered_loop_tick34_lp_universe_channels.json


New Zealand Super Fund with co-CIO model and external-mandate route; source_path=data/recovered_loop_tick34_lp_universe_channels.json


NZ Super asset-allocation lead and IC member; source_path=data/recovered_loop_tick34_lp_universe_channels.json


Japanese pension federation allocator with CIO coverage; source_path=data/recovered_loop_tick34_lp_universe_channels.json


CIO at Pension Fund of Japanese Corporations; source_path=data/recovered_loop_tick34_lp_universe_channels.json


Minnesota state investment board allocator; source_path=data/recovered_batches/extracted_tick10_inst_cios_part7.json


Executive Director and CIO at Minnesota State Board of Investment; source_path=data/recovered_batches/extracted_tick10_inst_cios_part7.json


Colorado fire and police pension allocator; source_path=data/recovered_batches/extracted_tick10_inst_cios_part7.json


CIO at Fire and Police Pension Association of Colorado; source_path=data/recovered_batches/extracted_tick10_inst_cios_part7.json


Senior Director, Investments; source_path=data/recovered_loop_tick31_healthcare_insurance_channels.json


Managing Director, Private Assets; source_path=data/recovered_loop_tick31_healthcare_insurance_channels.json


Director of Private Equity; source_path=data/recovered_batches/extracted_tick10_pe_allocators.json


Managing Director, Investment Research and Engagement; source_path=data/recovered_batches/extracted_tick10_alts_allocators_2025.json


Chief Investment Officer; source_path=data/recovered_loop_tick34_lp_universe_channels.json


Managing Director, Alternative Investments; source_path=data/recovered_loop_tick34_lp_universe_channels.json


Head of Alternative Investments; source_path=data/recovered_loop_tick31_healthcare_insurance_channels.json


Senior Managing Director, Head Multi-Asset Group; source_path=data/recovered_loop_tick34_lp_universe_channels.json


Head of Private Equity and Private Debt Team; source_path=data/recovered_loop_tick34_lp_universe_channels.json


Group Head of Private Equity Investments; source_path=data/recovered_loop_tick34_lp_universe_channels.json


Executive Vice-President and Head of Liquid Markets; source_path=data/recovered_loop_tick34_lp_universe_channels.json


Managing Director, Head of Hedge Funds and ILS; source_path=data/recovered_loop_tick34_lp_universe_channels.json


Chief Investment Officer (incoming); source_path=data/recovered_loop_tick34_lp_universe_channels.json


Head of Asset Allocation; source_path=data/recovered_loop_tick34_lp_universe_channels.json


Executive Director CIO; source_path=data/recovered_batches/extracted_tick10_inst_cios_part7.json


Linnaeus open-cycle sidecar identified KCERA Finance Committee as a non-top-20 monitor-worthy funding/procurement cadence.


Linnaeus open-cycle sidecar identified Florida SBA future solicitations as an underused rolling-intake surface.


Linnaeus open-cycle sidecar ranked RVK outside the top-20 workflow packet doc but still actionable.


Linnaeus open-cycle sidecar ranked Cerity as actionable outside the top-20 workflow-packet list.


Linnaeus open-cycle sidecar ranked the CalPERS roster watch as a separate packet delta from the direct proposal portal.


Cross-sector speaker surface; source_path=data/recovered_loop_tick48_hidden_influencer_bridges.json


Allocator and hedge-fund speaker surface; source_path=data/recovered_loop_tick48_hidden_influencer_bridges.json


Alt-data conference surface; source_path=data/recovered_batches/extracted_tick10_conferences.json


Alt-data conference and judging surface; source_path=data/recovered_batches/extracted_tick10_conferences.json


Asian American Investment Managers annual conference; source_path=data/recovered_batches/extracted_tick10_conferences.json


Allocator anchor for SWIB speaker bridge; source_path=data/recovered_loop_tick48_hidden_influencer_bridges.json


Australian superannuation allocator; source_path=data/recovered_loop_tick48_hidden_influencer_bridges.json


Private-wealth distribution channel; source_path=data/recovered_loop_tick48_hidden_influencer_bridges.json


Alternatives education and community surface; source_path=data/recovered_loop_tick48_hidden_influencer_bridges.json


Texas TRS investment organization; source_path=data/recovered_loop_tick48_hidden_influencer_bridges.json


California public-pension allocator anchor for speaker bridge; source_path=data/recovered_loop_tick48_hidden_influencer_bridges.json


SWIB private-markets and funds-alpha CIO; source_path=data/recovered_loop_tick48_hidden_influencer_bridges.json


Hostplus CEO and allocator bridge; source_path=data/recovered_loop_tick48_hidden_influencer_bridges.json


Private-wealth speaker bridge; source_path=data/recovered_loop_tick48_hidden_influencer_bridges.json


CAIA CEO and alternatives community bridge; source_path=data/recovered_loop_tick48_hidden_influencer_bridges.json


TRS emerging-managers bridge; source_path=data/recovered_loop_tick48_hidden_influencer_bridges.json


Former CalSTRS CIO and allocator influencer; source_path=data/recovered_loop_tick48_hidden_influencer_bridges.json


BattleFin London speaker; source_path=data/recovered_batches/extracted_tick10_conferences.json


BattleFin New York judge; source_path=data/recovered_batches/extracted_tick10_conferences.json


Recovered speaker bridge; source_path=data/recovered_loop_tick48_hidden_influencer_bridges.json


CIO, Private Markets & Funds Alpha; source_path=data/recovered_loop_tick48_hidden_influencer_bridges.json


Recovered allocator speaker bridge; source_path=data/recovered_loop_tick48_hidden_influencer_bridges.json


CEO of Hostplus; source_path=data/recovered_loop_tick48_hidden_influencer_bridges.json


Recovered private-wealth bridge; source_path=data/recovered_loop_tick48_hidden_influencer_bridges.json


Co-Head, Global Private Wealth Management and Co-Head, One Goldman Sachs; source_path=data/recovered_loop_tick48_hidden_influencer_bridges.json


CEO of CAIA; source_path=data/recovered_loop_tick48_hidden_influencer_bridges.json


Recovered emerging-manager bridge; source_path=data/recovered_loop_tick48_hidden_influencer_bridges.json


Managing Director of Emerging Managers Program; source_path=data/recovered_loop_tick48_hidden_influencer_bridges.json


Former CalSTRS CIO; source_path=data/recovered_loop_tick48_hidden_influencer_bridges.json


Judge, New Data Showcase Competition; source_path=data/recovered_batches/extracted_tick10_conferences.json


Canadian healthcare pension allocator; source_path=data/recovered_batches/extracted_tick10_lps.json


CIO, Healthcare of Ontario Pension Plan; source_path=data/recovered_batches/extracted_tick10_lps.json


European multi-asset endowment; source_path=data/recovered_batches/extracted_tick10_european_allocators.json


CIO, Nobel Foundation; source_path=data/recovered_batches/extracted_tick10_european_allocators.json


Italian medical pension allocator; source_path=data/recovered_batches/extracted_tick10_european_allocators.json


Chief Financial Investment Officer, Fondazione ENPAM; source_path=data/recovered_batches/extracted_tick10_european_allocators.json


North Rhine medical pension allocator; source_path=data/recovered_batches/extracted_tick10_european_allocators.json


Capital-investments lead, Nordrheinische Ärzteversorgung; source_path=data/recovered_batches/extracted_tick10_european_allocators.json


Austrian insurance-group allocator; source_path=data/recovered_batches/extracted_tick10_european_allocators.json


CFO, Helvetia Versicherungen Österreich; source_path=data/recovered_batches/extracted_tick10_european_allocators.json


Swedish life-insurance and pension allocator; source_path=data/recovered_batches/extracted_tick10_european_allocators.json


Head Asset Management CIO, Länsförsäkringar Liv; source_path=data/recovered_batches/extracted_tick10_european_allocators.json


Belgian insurance portfolio allocator; source_path=data/recovered_batches/extracted_tick10_european_allocators.json


CIO / Group Head of Investments, AG Insurance; source_path=data/recovered_batches/extracted_tick10_european_allocators.json


Sovereign wealth fund; source_path=data/recovered_batches/extracted_tick10_swf_pensions.json


CIO, Kuwait Investment Authority; source_path=data/recovered_batches/extracted_tick10_swf_pensions.json


CEO, Qatar Investment Authority; source_path=data/recovered_batches/extracted_tick10_swf_pensions.json


Saudi sovereign wealth fund; source_path=data/recovered_batches/extracted_tick10_swf_pensions.json


Governor, Public Investment Fund; source_path=data/recovered_batches/extracted_tick10_swf_pensions.json


Nigerian sovereign allocator; source_path=data/recovered_batches/extracted_tick10_swf_pensions.json


CIO, Nigeria Sovereign Investment Authority; source_path=data/recovered_batches/extracted_tick10_swf_pensions.json


Oil-revenue savings fund and sovereign-style allocator; source_path=data/recovered_batches/extracted_tick10_swf_pensions.json


CEO, Alaska Permanent Fund Corporation; source_path=data/recovered_batches/extracted_tick10_swf_pensions.json


Botswana pension fund allocator; source_path=data/recovered_batches/extracted_tick10_swf_pensions.json


Principal Officer / CEO, Botswana Public Officers Pension Fund; source_path=data/recovered_batches/extracted_tick10_swf_pensions.json


UK public pension allocator; source_path=data/recovered_batches/extracted_tick10_re_euro_allocators.json


CIO / SVP, NEST Pensions; source_path=data/recovered_batches/extracted_tick10_re_euro_allocators.json


Texas public pension allocator; source_path=data/recovered_batches/extracted_tick10_re_euro_allocators.json


Head Portfolio Manager for International Private Real Estate, ERS of Texas; source_path=data/recovered_batches/extracted_tick10_re_euro_allocators.json


Chief Financial Investment Officer; source_path=data/recovered_batches/extracted_tick10_european_allocators.json


Managing Director of Capital Investments; source_path=data/recovered_batches/extracted_tick10_european_allocators.json


Head Asset Management CIO; source_path=data/recovered_batches/extracted_tick10_european_allocators.json


CIO / Group Head of Investments; source_path=data/recovered_batches/extracted_tick10_european_allocators.json


Principal Officer / CEO; source_path=data/recovered_batches/extracted_tick10_swf_pensions.json


CIO / SVP; source_path=data/recovered_batches/extracted_tick10_re_euro_allocators.json


Head Portfolio Manager for International Private Real Estate; source_path=data/recovered_batches/extracted_tick10_re_euro_allocators.json


Local-only synthesis root for undercovered quant/systematic, execution, credit-platform, alternatives-platform, and liquid-alt managers; source_path=data/recovered_batches/extracted_tick10_hedge_funds.json


Heisenberg source-remediation sidecar found a first-party HMC partner surface but no local official hedge-fund allocation proof.


Heisenberg found an official St. Jude financial-information surface but no local official source proving the liquid-alt gatekeeper.


Heisenberg found no local official Goldman source for the survey.


Heisenberg found no local official J.P. Morgan source for the family-office alternatives row.


Heisenberg identified a local first-party PRIM investments surface as the best immediate upgrade path.


Heisenberg returned CTPF and MEABF as official-source paths for the Chicago source-quality row.


Pauli sidecar identified NEPC alternatives consulting as a decision workflow surface.


Pauli sidecar identified Callan's manager evaluation, alternatives consulting, OCIO, and RFP surfaces as an institutional gatekeeper workflow.


Pauli sidecar identified RVK institutional consulting as a gatekeeper workflow route.


Pauli sidecar connected recovered Marquette portal nodes to manager-discovery workflow routing.


Pauli sidecar identified BattleFin as an alt-data buyer/sponsor discovery route; tick 57 graph ingestion added speaker bridges.


Pauli sidecar highlighted iConnections as a meeting-booking and capital-introduction workflow rather than just a conference.


Bucket for systematic, quant, and market-making managers; source_path=derived from data/recovered_batches/*.json


Bucket for liquid alternatives, multi-strategy, and alternative managers; source_path=derived from data/recovered_batches/*.json


Bucket for macro, trend, and risk-premia oriented managers; source_path=derived from data/recovered_batches/*.json


Bucket for smaller, undercovered, or emerging managers; source_path=derived from data/recovered_batches/*.json


Bucket for managers with liquid-alt, SMA, or dedicated-account capability; source_path=derived from data/recovered_batches/*.json


Statistical arbitrage, algorithmic trading; spun out of Morgan Stanley; source_path=data/recovered_batches/extracted_tick10_hedge_funds.json


AUM 80-90bn RMB; multi-strategy; HQ Shanghai; source_path=data/recovered_batches/extracted_tick10_hedge_funds.json


AUM about 76bn RMB; index enhancement; HQ Shanghai; source_path=data/recovered_batches/extracted_tick10_hedge_funds.json


AUM 70-80bn RMB; AI-driven index/neutral strategies; HQ Beijing; source_path=data/recovered_batches/extracted_tick10_hedge_funds.json


AUM 70bn+ RMB; quant long/index-enhanced; parent of DeepSeek AI; HQ Hangzhou; source_path=data/recovered_batches/extracted_tick10_hedge_funds.json


AUM 55-60bn RMB; mid-frequency index enhancement; HQ Shanghai; source_path=data/recovered_batches/extracted_tick10_hedge_funds.json


AUM 50-60bn RMB; index-enhanced and neutral strategies; HQ Shanghai; source_path=data/recovered_batches/extracted_tick10_hedge_funds.json


AUM 45-55bn RMB; ML-driven market neutral; HQ Shanghai; source_path=data/recovered_batches/extracted_tick10_hedge_funds.json


AUM 40-50bn RMB; equity quant plus CTA; HQ Shanghai; source_path=data/recovered_batches/extracted_tick10_hedge_funds.json


AUM 60-70bn RMB; index-enhanced and neutral strategies; HQ Shanghai; source_path=data/recovered_batches/extracted_tick10_hedge_funds.json


Fixed income relative value; HQ Wayzata, MN; source_path=data/recovered_batches/extracted_tick10_hedge_funds.json


Options market-making, quant research, AI; HQ Chicago; source_path=data/recovered_batches/extracted_tick10_hedge_funds.json


Market-neutral strategies; HQ New York; source_path=data/recovered_batches/extracted_tick10_hedge_funds.json


ETF market-making and automated execution; HQ Chicago; source_path=data/recovered_batches/extracted_tick10_hedge_funds.json


Multi-asset quant models across crypto, commodities, and fixed income; HQ Chicago; source_path=data/recovered_batches/extracted_tick10_hedge_funds.json


Low-latency trading and custom execution platforms; HQ New York; source_path=data/recovered_batches/extracted_tick10_hedge_funds.json


ETF and digital-asset market-making; HQ Amsterdam; publicly traded; source_path=data/recovered_batches/extracted_tick10_hedge_funds.json


Crypto market-making and quant liquidity provision; HQ London; source_path=data/recovered_batches/extracted_tick10_hedge_funds.json


Proprietary quantitative trading and big data analysis; HQ Princeton, NJ; source_path=data/recovered_batches/extracted_tick10_hedge_funds.json


Multi-strategy firm; UTIMCO and SWIB both LPs; launched Dockside emerging manager initiative; source_path=data/recovered_batches/extracted_tick10_lps.json


CPP Investments is LP via emerging manager program; source_path=data/recovered_batches/extracted_tick10_lps.json


$1.4B AUM; Melqart Opportunities returned 45.1% in 2025; founder Michel Massoud; source_path=data/recovered_batches/extracted_tick10_lps.json


Macro fundamental equities; South Norwalk CT; source_path=data/recovered_batches/extracted_tick10_rich_list.json


$5-6B AUM concentrated portfolio manager; New York NY; source_path=data/recovered_batches/extracted_tick10_rich_list.json


Value activist hedge fund; New York NY; source_path=data/recovered_batches/extracted_tick10_rich_list.json


Tech-focused hedge fund, $10B AUM, Boston MA; source_path=data/recovered_batches/extracted_tick10_rich_list.json


Tech-focused hedge fund, $10B AUM; source_path=data/recovered_batches/extracted_tick10_rich_list.json


Event-driven multistrategy hedge fund, $3B AUM; source_path=data/recovered_batches/extracted_tick10_rich_list.json


Global technology hedge fund; source_path=data/recovered_batches/extracted_tick10_rich_list.json


Hedge fund founded Jan 2025 by Farid Guindo; source_path=data/recovered_batches/extracted_tick10_rich_list.json


Hedge fund with about 100% net returns over 5 years; co-founded by Farid Guindo and Dan Dreyfus; source_path=data/recovered_batches/extracted_tick10_rich_list.json


Hedge fund, Toronto Canada; source_path=data/recovered_batches/extracted_tick9_aima2025.json


Alternatives fund of funds, London; source_path=data/recovered_batches/extracted_tick9_aima2025.json


Alternatives and wealth management, Montreal Canada; source_path=data/recovered_batches/extracted_tick9_aima2025.json


Alternative asset manager, Paris France, about EUR47B AUM; source_path=data/recovered_batches/extracted_tick9_aima2025.json


Alternative investment manager, Chicago IL, about $80B AUM; source_path=data/recovered_batches/extracted_tick9_aima2025.json


EUR11.5B mandate from PGGM; source_path=data/recovered_batches/extracted_tick10_lps.json


Activist hedge fund, Paris France; source_path=data/recovered_batches/extracted_tick9_aima2025.json


classified from role/context in recovered batch; source_path=data/recovered_batches/extracted_tick10_hedge_funds.json


classified from role/context in recovered batch; source_path=data/recovered_batches/extracted_tick10_lps.json


classified from role/context in recovered batch; source_path=data/recovered_batches/extracted_tick10_rich_list.json


classified from role/context in recovered batch; source_path=data/recovered_batches/extracted_tick9_aima2025.json


Leibniz historical-motion sidecar flagged UC's approved move of its 10% absolute-return portfolio out of hedge funds and into public equities as a high-confidence negative motion signal.


Leibniz sidecar identified the July 2025 UC action as the final step in a five-year hedge-fund wind-down.


Leibniz sidecar used local live-allocator signals showing Harvard's hedge-fund share expansion and performance contribution.


Leibniz sidecar identified Harvard's rising unfunded private-equity commitments and low cash as an SME-verifiable liquidity-pressure pattern.


Leibniz sidecar flagged CalPERS' approved total-portfolio approach as a framing change that affects quant hedge-fund GTM.


Leibniz sidecar lifted the existing historical-motion item into the pitch-calendar signal layer because it is directly SME-verifiable.


Cicero tick58 lower-half pitch-now sidecar flagged this as a high-value packet delta below the top calendar rows.


Cicero identified this lower-half calendar row as a standing procurement-alert surface worth packet extraction.


Cicero flagged this as a lower-half board-packet deadline with manager-approval potential.


Cicero flagged the program as a lower-half pitch-now row requiring packet normalization.


Cicero reinforced the existing TRS Texas board-material extraction queue as a lower-half active deadline.


Cicero surfaced KCERA as an active lower-half board-packet review target.


Cicero flagged UTIMCO as an active lower-half board archive that deserves packet-level extraction.


Cicero promoted the Marquette lower-half calendar row into a packet-delta priority.


Cicero flagged eVestment as a lower-half manager database row with direct manager-profile fields.


Cicero flagged Preqin as a lower-half manager database row with usable packet fields.


Chief Investment Officer of Cascade Investment since 1994; source_path=data/recovered_batches/extracted_tick9_family_offices.json


Bill Gates single-family office; AUM $115B+ personal assets plus $67B Gates Foundation trust; HQ Kirkland, WA; source_path=data/recovered_batches/extracted_tick9_family_offices.json


CEO of DFO Management; source_path=data/recovered_batches/extracted_tick9_family_offices.json


Michael Dell family office; AUM $31B+; CEO Gregg Lemkau, CIO Alisa Mall; source_path=data/recovered_batches/extracted_tick9_family_offices.json


Chief Investment Officer of DFO Management; source_path=data/recovered_batches/extracted_tick9_family_offices.json


CEO and CIO of Soros Fund Management; source_path=data/recovered_batches/extracted_tick9_family_offices.json


George Soros family office; AUM $25-30B; Dawn Fitzpatrick CEO/CIO; source_path=data/recovered_batches/extracted_tick9_family_offices.json


Former Bessemer Trust portfolio strategy head; joined Northern Trust in June 2025 as Chief Investment Strategist; source_path=data/recovered_batches/extracted_tick9_family_offices.json


Major family office and institutional asset manager; named Michael Hunstad and Christian Roth global co-CIOs effective June 2025; source_path=data/recovered_batches/extracted_tick9_family_offices.json


Chief Executive Officer of ICONIQ Capital; source_path=data/recovered_batches/extracted_tick9_family_offices.json


SF-based multi-family office for tech billionaires; AUM $95B; CEO Michael Anders, President of Investment Management Benjamin Elbaz; source_path=data/recovered_batches/extracted_tick9_family_offices.json


President of Investment Management at ICONIQ Capital; source_path=data/recovered_batches/extracted_tick9_family_offices.json


President and CEO of Rockefeller Capital Management since 2018; source_path=data/recovered_batches/extracted_tick9_family_offices.json


Independent wealth management firm rooted in Rockefeller family; AUM $191B; CEO Gregory Fleming, CIO Casey Clark; source_path=data/recovered_batches/extracted_tick9_family_offices.json


President and CIO of Rockefeller Asset Management and CIO of Rockefeller Private Investments; source_path=data/recovered_batches/extracted_tick9_family_offices.json


CIO, Teacher Retirement System of Texas; led hedge fund fee reform movement and champions 1-or-30 fee structure; source_path=data/recovered_batches/extracted_tick10_lps.json


$202B AUM; about $20B hedge fund allocation; pioneered 1-or-30 fee reform model; source_path=data/recovered_batches/extracted_tick10_lps.json


Former TRS CIO; initiated 2-and-20 fee reform advocacy in 2016; source_path=data/recovered_batches/extracted_tick10_lps.json


CPP Investments external hedge fund manager relationship lead; source_path=data/recovered_batches/extracted_tick10_lps.json


Canada Pension Plan; about $575B AUM; external portfolio management team oversees 60+ manager relationships; source_path=data/recovered_batches/extracted_tick10_lps.json


GIC long-tenured head of external managers department; to be replaced by Kwong Hong Huat; source_path=data/recovered_batches/extracted_tick10_lps.json


About $936B AUM; allocates about 1.5% to hedge funds; reorganizing external managers department; source_path=data/recovered_batches/extracted_tick10_lps.json


GIC deputy director and incoming head of external managers; source_path=data/recovered_batches/extracted_tick10_lps.json


Temasek CIO leading push to increase multi-strategy and macro hedge fund exposure; source_path=data/recovered_batches/extracted_tick10_lps.json


S$434B portfolio; creating Temasek Partnership Solutions unit April 2026 to manage hedge fund allocations; source_path=data/recovered_batches/extracted_tick10_lps.json


Acting CEO and COO at APG Asset Management; Management Board member; source_path=data/recovered_batches/extracted_tick10_swf_pensions.json


Manages about $600B AUM for ABP and other Dutch pension funds; HQ Amsterdam; source_path=data/recovered_batches/extracted_tick10_swf_pensions.json


CIO Capital Markets at APG Asset Management; source_path=data/recovered_batches/extracted_tick10_swf_pensions.json


CIO Private Investments at APG Asset Management; source_path=data/recovered_batches/extracted_tick10_swf_pensions.json


Chief Finance and Risk Officer at APG Asset Management; source_path=data/recovered_batches/extracted_tick10_swf_pensions.json


CIO at West Yorkshire Pension Fund; source_path=data/recovered_batches/extracted_tick10_european_allocators.json


UK local government pension fund; about GBP23B AUM; source_path=data/recovered_batches/extracted_tick10_european_allocators.json


CEO of AMF Fonder since Nov 2024; source_path=data/recovered_batches/extracted_tick10_european_allocators.json


Swedish private sector pension fund; about EUR78.4B AUM; source_path=data/recovered_batches/extracted_tick10_european_allocators.json


CIO at AP Pension; joined 2024; source_path=data/recovered_batches/extracted_tick10_european_allocators.json


Danish pension provider; about EUR27B AUM; source_path=data/recovered_batches/extracted_tick10_european_allocators.json


CEO and CIO of KENFO German nuclear decommissioning sovereign fund; source_path=data/recovered_batches/extracted_tick10_european_allocators.json


German nuclear decommissioning sovereign fund; source_path=data/recovered_batches/extracted_tick10_european_allocators.json


Head of Investment Strategy; source_path=data/recovered_batches/extracted_tick10_me_apac_allocators.json


Australian superannuation institution; source_path=data/recovered_batches/extracted_tick10_me_apac_allocators.json


Strategic and tactical asset allocation lead; source_path=data/recovered_batches/extracted_tick10_me_apac_allocators.json


Thai government pension institution; source_path=data/recovered_batches/extracted_tick10_me_apac_allocators.json


Director of the Investment Office; source_path=data/recovered_batches/extracted_tick10_me_apac_allocators.json


Australian university endowment; source_path=data/recovered_batches/extracted_tick10_me_apac_allocators.json


Head of the Investment Office; source_path=data/recovered_batches/extracted_tick10_me_apac_allocators.json


Singapore university endowment; source_path=data/recovered_batches/extracted_tick10_me_apac_allocators.json


CIO at David and Lucile Packard Foundation; source_path=data/recovered_batches/extracted_tick10_inst_cios_part7.json


Foundation endowment, Los Altos CA, about $9B AUM; source_path=data/recovered_batches/extracted_tick10_inst_cios_part7.json


Executive Director and CIO at West Virginia Investment Management Board; source_path=data/recovered_batches/extracted_tick10_inst_cios_part7.json


Charleston WV public investment board; about $29B AUM; source_path=data/recovered_batches/extracted_tick10_inst_cios_part7.json


CIO at Arizona Public Safety Personnel Retirement System; source_path=data/recovered_batches/extracted_tick10_inst_cios_part7.json


Arizona PSPRS public safety pension; about $25.2B AUM; source_path=data/recovered_batches/extracted_tick10_inst_cios_part7.json


Michael Larson has been CIO of Cascade Investment since 1994; source_path=data/recovered_batches/extracted_tick9_family_offices.json


Gregg Lemkau is CEO of DFO Management; source_path=data/recovered_batches/extracted_tick9_family_offices.json


Alisa Mall is CIO of DFO Management; source_path=data/recovered_batches/extracted_tick9_family_offices.json


Dawn Fitzpatrick is CEO/CIO of Soros Fund Management; source_path=data/recovered_batches/extracted_tick9_family_offices.json


Joseph Tanious joined Northern Trust in 2025 as Chief Investment Strategist; source_path=data/recovered_batches/extracted_tick9_family_offices.json


Michael Anders is CEO of ICONIQ Capital; source_path=data/recovered_batches/extracted_tick9_family_offices.json


Benjamin Elbaz is President of Investment Management at ICONIQ Capital; source_path=data/recovered_batches/extracted_tick9_family_offices.json


Gregory Fleming is CEO of Rockefeller Capital Management; source_path=data/recovered_batches/extracted_tick9_family_offices.json


Casey Clark is CIO of Rockefeller Capital Management; source_path=data/recovered_batches/extracted_tick9_family_offices.json


Chief Investment Officer; source_path=data/recovered_batches/extracted_tick10_lps.json


Former CIO; initiated fee reform; source_path=data/recovered_batches/extracted_tick10_lps.json


Managing Director and Head of External Portfolio Management Group; source_path=data/recovered_batches/extracted_tick10_lps.json


Head of External Managers retiring; source_path=data/recovered_batches/extracted_tick10_lps.json


Incoming head of External Managers; source_path=data/recovered_batches/extracted_tick10_lps.json


Acting CEO and COO; source_path=data/recovered_batches/extracted_tick10_swf_pensions.json


CIO Capital Markets; source_path=data/recovered_batches/extracted_tick10_swf_pensions.json


CIO Private Investments; source_path=data/recovered_batches/extracted_tick10_swf_pensions.json


Chief Finance and Risk Officer; source_path=data/recovered_batches/extracted_tick10_swf_pensions.json


CEO and CIO; source_path=data/recovered_batches/extracted_tick10_european_allocators.json


Head of Investment Strategy; source_path=data/recovered_batches/extracted_tick10_me_apac_allocators.json


Senior Director, Strategic and Tactical Asset Allocation; source_path=data/recovered_batches/extracted_tick10_me_apac_allocators.json


Director of the Investment Office; source_path=data/recovered_batches/extracted_tick10_me_apac_allocators.json


Head of the Investment Office; source_path=data/recovered_batches/extracted_tick10_me_apac_allocators.json


Executive Director CIO; source_path=data/recovered_batches/extracted_tick10_inst_cios_part7.json


McClintock tick58 source-upgrade sidecar refined the packet delta for the HMC remediation row.


McClintock tick58 source-upgrade sidecar refined ALSAC packet requirements.


McClintock tick58 source-upgrade sidecar converted the duplicate-remediation row into a packet requirement.


McClintock tick58 source-upgrade sidecar reaffirmed CTPF and MEABF as the packet split points.


McClintock tick58 source-upgrade sidecar sharpened the MassPRIM PCS packet delta.


McClintock tick58 source-upgrade sidecar refined the BNP remediation packet.


McClintock tick58 source-upgrade sidecar refined the UBS remediation packet.


The graph mixes HMC with Harvard University Endowment records, which can collapse manager and allocator into one node.


The audit says Harvard endowment and HMC naming overlap in the graph, so this node should not be merged into HMC.


The audit canonicalizes Government of Singapore Investment Corporation (GIC), while the LP batch uses the reverse alias order.


The LP batch uses CPP Investments (CPPIB), while the quant allocator and relationship files also use CPP Investments without the parenthetical.


The rich-list batch uses D.E. Shaw while other batches use D.E. Shaw & Co. for the same firm family.


The rich-list batch uses David Shaw as the founder adjacent to the D.E. Shaw firm node.


The hedge-funds batch uses D.E. Shaw & Co. as the firm node, while the rich list and other artifacts shorten it.


The hedge-funds batch uses David E. Shaw as founder of D.E. Shaw & Co., while the rich-list batch uses David Shaw.


APAC allocator batch labels a Saudi tourism investment company as type person with role institution.


APAC allocator batch labels a Japanese pension federation as type person with role institution.


APAC allocator batch labels Tsao Family Office as type person with role institution.


APAC allocator batch labels Australian Retirement Trust Superannuation Scheme as type person with role institution.


Queue row 1 in docs/quant-board-packet-extraction-queue.md; open-now intake surface with direct qualification fields.


APAC allocator batch labels New Zealand Superannuation Fund as type person with role institution, conflicting with other allocator rows.


Queue row 2 in docs/quant-board-packet-extraction-queue.md; direct manager intake remains the main source-upgrade gap.


APAC allocator batch labels Thailand Government Pension Fund as type person with role institution.


Queue row 3 in docs/quant-board-packet-extraction-queue.md; the due date is specific but deeper attachments are still missing.


APAC allocator batch labels Blauwpark Partners as type person with role institution.


Queue row 4 in docs/quant-board-packet-extraction-queue.md; strong route if the program partner surface is explicit.


APAC allocator batch labels Generali Malaysia Insurance Group as type person with role institution.


Queue row 5 in docs/quant-board-packet-extraction-queue.md; the July meeting is the key packet window.


APAC allocator batch labels the private office family office as type person with role institution.


Queue row 6 in docs/quant-board-packet-extraction-queue.md; this is a recurring source-upgrade surface.


APAC allocator batch labels AP Family Office as type person with role institution.


Queue row 7 in docs/quant-board-packet-extraction-queue.md; the archive can reveal named influencers and review windows.


APAC allocator batch labels The Hong Kong Jockey Club Foundation as type person with role institution.


Queue row 9 in docs/quant-board-packet-extraction-queue.md; the procurement surface is the cleanest pitch window.


The quant allocator and private-wealth files both use Family offices as a generic bucket for demand, not a single entity.


Queue row 1 in docs/quant-consultant-private-wealth-extraction-queue.md; strongest AEO/GEO surface in the private-wealth queue.


Queue row 2 in docs/quant-consultant-private-wealth-extraction-queue.md; this is the key platform normalizer.


Queue row 3 in docs/quant-consultant-private-wealth-extraction-queue.md; official-source confidence is weaker here, so the packet must be explicit.


Queue row 4 in docs/quant-consultant-private-wealth-extraction-queue.md; source upgrade depends on separating legacy and operating routes.


Queue row 5 in docs/quant-consultant-private-wealth-extraction-queue.md; the report surface is the main source-upgrade anchor.


Queue row 10 in docs/quant-consultant-private-wealth-extraction-queue.md; strong RIA workflow target.


Queue row 11 in docs/quant-consultant-private-wealth-extraction-queue.md; useful for benchmarking alternative wrappers.


Queue row 12 in docs/quant-consultant-private-wealth-extraction-queue.md; this is a direct manager-screening route.


Senior Director, Strategic and Tactical Asset Allocation


Queue row 1 in docs/quant-board-packet-extraction-queue.md; the repo already points to the submission portal and the pitch-calendar backfill row.


Queue row 2 in docs/quant-board-packet-extraction-queue.md; direct manager intake remains the main source-upgrade gap.


Queue row 3 in docs/quant-board-packet-extraction-queue.md; the corpus notes that the announcement and RFP board URLs exist, but deeper attachments still need capture.


Queue row 4 in docs/quant-board-packet-extraction-queue.md; strong route if the program partner surface is explicit.


Queue row 5 in docs/quant-board-packet-extraction-queue.md; the July meeting is the key packet window.


Queue row 6 in docs/quant-board-packet-extraction-queue.md; the exact artifact note says to start with the disclosure landing page plus the March 2026 PDF.


Queue row 7 in docs/quant-board-packet-extraction-queue.md; the archive can reveal named influencers and review windows.


Queue row 9 in docs/quant-board-packet-extraction-queue.md; the procurement surface is the cleanest pitch window.


Queue row 1 in docs/quant-consultant-private-wealth-extraction-queue.md; local corpus split the surfaces and already carries the integration press release.


Queue row 2 in docs/quant-consultant-private-wealth-extraction-queue.md; the corpus already names the marketplace and due-diligence surface.


The corpus only has indirect press evidence so far; official-source triage still says the J. P. Morgan-owned surface is missing.


Queue row 4 in docs/quant-consultant-private-wealth-extraction-queue.md; the corpus already treats iCapital as the operating distribution surface.


Queue row 5 in docs/quant-consultant-private-wealth-extraction-queue.md; the corpus names the report page explicitly.


Queue row 10 in docs/quant-consultant-private-wealth-extraction-queue.md; the local corpus treats Morningstar Wealth as a model-portfolio gatekeeper.


Queue row 11 in docs/quant-consultant-private-wealth-extraction-queue.md; local corpus links Morgan Stanley Wealth Management to BlackRock private-markets SMA routing and advisor-client distribution.


Queue row 12 in docs/quant-consultant-private-wealth-extraction-queue.md; the corpus proves CAPTRUST as a large OCIO/fiduciary adviser but not a specific public intake page.


Allocator-intent quant hedge fund discovery surface from docs/quant-aeo-geo-monitoring-matrix.md; stale or thin citations can shape first impressions before a consultant screen.


Google-indexable structured pages, FAQs, entity disambiguation, update logs, and comparison tables are the target packaging surface.


Claude web search and Claude for Financial Services reward primary docs, DDQ FAQ, risk disclosures, and benchmarked attribution tables.


Document-heavy evidence with dates and provenance is the key AlphaSense retrieval pattern; public landing pages alone are not enough.


Advisor-ready alternatives content can surface directly inside CAIS search and the Claude layer; source_path=docs/quant-aeo-geo-content-backlog.md.


Alternatives access platform for private banks, RIAs, and family offices; marketplace and due diligence workflow; source_path=data/recovered_loop_tick21_private_wealth_channels.json.


Advisor model-portfolio gatekeeper integrating public and private assets; source_path=data/recovered_loop_tick36_private_wealth_platforms_expanded.json.


Private-markets SMA launch on Morgan Stanley with Partners Group evergreen funds as underlying exposure; source_path=data/recovered_loop_tick36_private_wealth_platforms_expanded.json.


Aksia-style screening evaluates completeness, platform fit, ODD, and data-room quality; source_path=docs/quant-aeo-geo-content-backlog.md.


Research-login and manager-login split exposes consultant database workflow; source_path=docs/quant-pitch-calendar.md.


Large OCIO/fiduciary adviser and practical gatekeeper for outsourced institutional capital; source_path=data/recovered_loop_tick31_healthcare_insurance_signals.json.


Institutional consultant with manager research, alternatives, marketable investments, and OCIO oversight; source_path=data/recovered_loop_tick21_consultant_gap_signals.json.


Institutional investment consultant with alternatives consulting and RFP workflow; source_path=data/recovered_loop_tick31_consultant_gatekeeper_people.json.


Global alternatives and OCIO advisor identifying and sourcing strategies across private markets and hedge funds; source_path=data/recovered_loop_tick31_consultant_gatekeeper_people.json.


Non-discretionary specialist consultant across hedge funds, private equity, private credit, real assets, and risk premia; source_path=data/recovered_loop_tick31_consultant_gatekeeper_people.json.


Tracks 5,500+ managers and roughly 1,000 annual hedge fund manager meetings; source_path=data/recovered_loop_tick31_consultant_gatekeeper_people.json.


Investment consultant with CIO, alternatives managed accounts, institutional growth, and risk-management leadership; source_path=data/recovered_loop_tick31_consultant_gatekeeper_people.json.


Private-bank channel with current family-office allocation reporting and UHNW distribution reach; source_path=data/recovered_loop_tick21_private_wealth_channels.json.


UBS family-office and UHNW channel with allocation research; source_path=data/recovered_loop_tick36_private_wealth_platforms_expanded.json.


Public pension allocator with proposal submission and public investment manager opportunities; source_path=docs/quant-pitch-calendar.md.


Public pension allocator with board materials and emerging-manager route; source_path=docs/quant-pitch-calendar.md.


Common Retirement Fund with monthly disclosure and emerging-manager review route; source_path=docs/quant-pitch-calendar.md.


Board-resource archive and managed-account platform signal; source_path=docs/quant-pitch-calendar.md.


Operating manager node kept separate from Harvard University Endowment facts per identity audit; source_path=data/recovered_loop_tick59_identity_type_cleanup_signals.json.


Canadian healthcare pension allocator with liability-aware absolute-return access; source_path=data/recovered_loop_tick34_lp_universe_channels.json.


Sovereign allocator with external-managers and alternatives workflow; source_path=data/recovered_loop_tick10_swf_pensions.json.


Manager-registration gate for equities, bonds, and alternative assets; source_path=docs/quant-pitch-calendar.md.


Callan alternatives consulting lead; source_path=data/recovered_loop_tick31_consultant_gatekeeper_people.json.


Callan CEO and Chief Research Officer; source_path=data/recovered_loop_tick31_consultant_gatekeeper_people.json.


NEPC Head of Investment Manager Research; source_path=data/recovered_loop_tick31_consultant_gatekeeper_people.json.


NEPC Partner and CIO; source_path=data/recovered_loop_tick31_consultant_gatekeeper_people.json.


Aksia Co-Head Hedge Funds; source_path=data/recovered_loop_tick31_consultant_gatekeeper_people.json.


Aksia Co-Head Operational Due Diligence; source_path=data/recovered_loop_tick31_consultant_gatekeeper_people.json.


Named in the GPIF manager-registration process; source_path=data/recovered_loop_tick12_hidden_gatekeepers.json.


NEPC Head of Investment Manager Research.


Aksia Co-Head Operational Due Diligence.


Named process lead in GPIF manager-registration workflow.


Callan is a consultant/RFP gatekeeper; CalPERS has direct proposal and manager-opportunity intake surfaces.


TRS board materials expose committee approvals and manager-change evidence.


NEPC is an institutional consultant gatekeeper; NYSCRF is a manager-hire and transaction tape.


UTIMCO board resources are a change detector; NEPC is the consultant gatekeeper archetype.


CAPTRUST is an OCIO/fiduciary route; HMC is a distinct endowment-manager node.


Mercer is surfaced as an OCIO/alternatives advisor; HOOPP is a liability-aware allocator target.


Albourne is an independent alternatives consultant; GIC is a sovereign allocator node.


Cambridge is an institutional advisor; HMC has a public partner-intake surface.


Wilshire's alternatives platform maps cleanly to UTIMCO's board-resource extraction surface.


Private-bank distribution and iCapital both package advisor/family-office alternatives access.


UBS family-office routing and iCapital both package advisor-facing alternatives access.


Both are advisor workflow surfaces for packaged alternatives and model-portfolio access.


Both sit in advisor research and model-portfolio workflow.


Both are explicit private-wealth discovery rails.


Both are platform packaging layers for advisor distribution.


Allocator-intent queries can route attention to the proposal and manager-opportunity pages.


Canonical, dated pages are required for allocator-intent search surfaces.


Long-context diligence packaging aligns with board-archive extraction.


Monthly disclosure PDFs become manager-hire and transaction tapes.


Manager-registration gates need complete DDQ/ODD packets and platform-fit metadata.


Login-gated consultant portals are the same workflow pattern.


Morningstar's model-portfolio gatekeeping maps to UBS-style family-office education.


Both are private-bank and family-office routing surfaces.


OCIO/fiduciary and private-bank routes both mediate allocator access.


Cambridge's hedge-fund and OCIO workflow is adjacent to private-bank advisor routing.


The corpus treats Morningstar Wealth as a model-portfolio gatekeeper integrating public and private assets.


Local evidence says this row is thin on exact people and search pages, so the next pass should split the workflow surfaces instead of treating Callan as a single node.


The consultant extraction queue explicitly says Mercer still lacks a usable alternatives/OCIO and search-mechanics surface.


The queue splits Aksia into manager portal and client/MAX retrieval surfaces and calls for a data-room index rather than a generic consultant page.


The consultant queue says RVK should be decomposed rather than kept as a single vague consultant node.


The queue explicitly asks for a Wilshire split between alternative managed accounts and governance/risk oversight.


The queue says the Verus/Cerity row needs a separate institutional-consulting node with conflict language and named people.


The queue says Albourne already exists in corpus but still needs a deeper hedge-fund-advisory decomposition.


The source-family queue names Goldman Sachs, Morgan Stanley, BNP Paribas, SocGen, and UBS as cap-intro channels with strong hidden-gatekeeper value.


The source-family queue explicitly lists placement agents as a distinct family with hidden-gatekeeper and launch-channel yield.


The source-family queue names eVestment as a high-yield allocator database and manager-profile surface.


The source-family queue groups allocator databases and manager-profile surfaces as a distinct acquisition family with normalized attributes.


The pitch calendar and extraction queue both treat Asian Private Banker as a live APAC private-wealth signal family.


The pitch calendar explicitly treats Hubbis as a registration/sponsorship/speaking route into Asian and Middle Eastern private wealth.


The pitch calendar treats both Campden Wealth and Family Wealth Alliance as reusable family-office referral and education routes.


docs/quant-aeo-geo-monitoring-matrix.md identifies Perplexity as a citation-forward answer engine where source density, current evidence, and primary-source ratio matter for quant allocator questions.


docs/quant-aeo-geo-monitoring-matrix.md treats Bloomberg Terminal / ASKB as a natural-language finance workflow needing traceable numbers, data lineage, event paths, and filing paths.


docs/quant-aeo-geo-monitoring-matrix.md says FactSet workflows need portfolio/company analytics, transcripts, filings, timestamps, and provenance to avoid mixed-source summaries.


docs/quant-aeo-geo-content-backlog.md calls for Microsoft 365 Copilot / SharePoint / Teams workstream packs with current memo, meeting notes, spreadsheets, and decision logs.


docs/quant-aeo-geo-content-backlog.md calls for a Glean knowledge-base pack with canonical titles, tags, DDQ history, ODD notes, and committee decisions.


docs/quant-aeo-geo-content-backlog.md calls for Atlassian Rovo Confluence/Jira-ready diligence context with epics, roadmap updates, and meeting outputs.


docs/quant-aeo-geo-content-backlog.md lists Aladdin as a portfolio risk pack target requiring factor exposure, liquidity, stress, and drawdown impact.


docs/quant-aeo-geo-content-backlog.md says allocator answer-engine pages need answer-first summaries, dated claims, source-linked comparison tables, counterevidence, primary-source appendices, and PDF/deck mirrors.


docs/quant-aeo-geo-content-backlog.md calls for DDQ/ODD packets, data-room index, risk reporting appendix, drawdown profile, transparency evidence, and platform-compatible fund data.


docs/quant-aeo-geo-content-backlog.md calls for QR-ready fact sheets, speaker one-pagers, low-correlation briefs, and capacity-aware implementation notes for family-office event apps.


Perplexity-style answers need current, source-dense, primary-source-backed pages rather than thin marketing summaries.


Bloomberg ASKB-style workflows require traceable numbers, event paths, filing paths, and data lineage.


FactSet-style summaries need portfolio analytics, transcript references, filings, and period-aligned timestamps.


A Copilot-visible workstream pack should include current memo, meeting notes, spreadsheets, and decision logs with permission-aware retrieval.


Glean-style retrieval depends on canonical titles, tags, DDQ history, ODD notes, and committee decisions.


Rovo-ready diligence context should live in Confluence/Jira-style epics, roadmap updates, and meeting outputs.


Aladdin-facing work requires factor exposure, liquidity, stress, and drawdown impact rather than only a pitch memo.


Event apps and QR-ready packets should route family-office users back to canonical cited research and implementation notes.


Both are public answer engines, but Perplexity is more citation-forward while ChatGPT Search is answer-first with source links.


Both are professional finance research workflows where provenance, timestamps, and source path quality matter.


Both surface internal permissioned diligence material rather than only public web pages.


Both retrieve enterprise knowledge-base context that can shape internal investment memos and committee workflows.


The monitoring matrix identifies Perplexity as a citation-forward answer engine and the content backlog requires primary-source appendices and counterevidence.


The monitoring matrix lists Bloomberg Terminal / ASKB as a natural-language finance workflow with proprietary-source opacity risk.


The monitoring matrix lists FactSet as a financial research workspace with risk of mixed-source summaries without provenance.


The content backlog names Microsoft 365 Copilot / SharePoint / Teams as a surface requiring current memo, meeting notes, spreadsheets, and decision logs.


The content backlog names Glean as a knowledge-base pack target with canonical titles, tags, DDQ history, ODD notes, and committee decisions.


The content backlog names Atlassian Rovo as a Confluence/Jira-ready diligence context target.


The content backlog lists Aladdin as a portfolio risk pack target with factor exposure, liquidity, stress, and drawdown impact.


The content backlog requires answer-first summaries, dated claims, source-linked comparison tables, counterevidence, primary-source appendix, and PDF/deck mirror.


The content backlog names Aksia MAX, Aksia Manager Portal, iCapital Due Diligence, Copilot, Glean, Rovo, and AlphaSense as workflow surfaces needing structured packets.


The content backlog lists family-office event apps as a surface requiring QR-ready fact sheets, speaker one-pagers, low-correlation briefs, and capacity-aware implementation notes.


Prime brokerage function that introduces hedge fund managers to institutional investors such as endowments, foundations, funds of funds, pensions, family offices, and private banks; source_path=data/recovered_loop_tick12_hidden_gatekeepers.json.


Infrastructure gatekeeper providing custody, clearing, securities lending, financing, analytics, derivatives access, and capital introduction to hedge funds; source_path=data/recovered_loop_tick12_hidden_gatekeepers.json.


Prime brokerage sources identify Goldman Sachs as a major prime broker and capital introduction gatekeeper for hedge funds; source_path=data/recovered_loop_tick12_hidden_gatekeepers.json, data/recovered_loop_tick14_quant_actionable_signals.json.


Capital introduction source says Morgan Stanley Prime Brokerage reports establishing the capital introductions concept in 1997; source_path=data/recovered_loop_tick12_hidden_gatekeepers.json.


Financial News London reported Societe Generale expanded into cash prime brokerage in June 2026 to deepen hedge fund business; source_path=data/recovered_loop_tick13_allocation_signals.json.


Financial News London source described BNP Paribas scaling hedge fund work, hiring salespeople, absorbing Credit Suisse clients, and completing Deutsche Bank prime brokerage acquisition; source_path=data/recovered_loop_tick13_allocation_signals.json, data/recovered_loop_tick58_source_upgrade_packet_deltas.json.


Financial News London source said UBS aims to move from fifth to fourth biggest prime broker by revenue; source_path=data/recovered_loop_tick13_allocation_signals.json, data/recovered_loop_tick58_source_upgrade_packet_deltas.json.


Global private placement agent and Stifel subsidiary that raises capital for private equity, hedge funds, real assets, and real estate funds from institutional investors; source_path=data/recovered_loop_tick12_hidden_gatekeepers.json.


Founder of Eaton Partners, an old private funds placement agent; source_path=data/recovered_loop_tick12_hidden_gatekeepers.json.


Parent company of Eaton Partners; source_path=data/recovered_loop_tick12_hidden_gatekeepers.json.


Intermediaries between managers raising private fund capital and institutional investors, family offices, and high-net-worth investors; source_path=data/recovered_loop_tick12_hidden_gatekeepers.json.


Allocator target class referenced in the cap-intro and placement-agent corpus; source_path=data/recovered_loop_tick12_hidden_gatekeepers.json.


Allocator group identified in the cap-intro context as a direct target for hedge fund managers; source_path=data/recovered_loop_tick13_allocation_signals.json.


SMA-backed launches are treated as a hedge-fund distribution channel, with a preference for customization, transparency, and control; source_path=data/recovered_loop_tick13_allocation_signals.json.


The monthly disclosure cadence and emerging-manager program are recurring placement-agent and manager-hire detector surfaces; source_path=docs/quant-board-packet-extraction-queue.md.


Monthly reports disclose investments and transactions, hiring fund managers, and placement-agent involvement; source_path=docs/quant-board-packet-extraction-queue.md.


Allocator-intent queries can route attention to cap-intro and placement-agent pages before a consultant screen; source_path=docs/quant-aeo-geo-monitoring-matrix.md.


Structured, dated entity pages are required so Google can select the right cap-intro or placement-agent surface; source_path=docs/quant-aeo-geo-monitoring-matrix.md.


Claude-style diligence rewards primary docs, DDQ FAQ, risk disclosures, and dated evidence packages; source_path=docs/quant-aeo-geo-monitoring-matrix.md.


Document-heavy evidence with dates and provenance is the key retrieval pattern for searchable research packs; source_path=docs/quant-aeo-geo-monitoring-matrix.md.


Capital introduction is described as a prime brokerage service; source_path=data/recovered_loop_tick12_hidden_gatekeepers.json.


Goldman is the named cap-intro gatekeeper for hedge funds in the local corpus; source_path=data/recovered_loop_tick12_hidden_gatekeepers.json, data/recovered_loop_tick14_quant_actionable_signals.json.


The corpus says Morgan Stanley reports establishing capital introductions in 1997; source_path=data/recovered_loop_tick12_hidden_gatekeepers.json.


Societe Generale entered cash prime brokerage to deepen hedge fund business; source_path=data/recovered_loop_tick13_allocation_signals.json.


BNP Paribas is tracked as an active prime-brokerage gatekeeper, but the corpus still flags source contamination risk; source_path=data/recovered_loop_tick13_allocation_signals.json, data/recovered_loop_tick58_source_upgrade_packet_deltas.json.


UBS is tracked as a competing prime broker, but the corpus still requires a direct UBS source before treating the row as clean; source_path=data/recovered_loop_tick13_allocation_signals.json, data/recovered_loop_tick58_source_upgrade_packet_deltas.json.


Goldman cap-intro coverage ties SMA structure to easier hedge fund launches; source_path=data/recovered_loop_tick13_allocation_signals.json, data/recovered_loop_tick14_quant_actionable_signals.json.


The cap-intro function is explicitly used to reach institutional and private-wealth allocator targets; source_path=data/recovered_loop_tick12_hidden_gatekeepers.json, data/recovered_loop_tick13_allocation_signals.json.


Capital introduction is a distribution route into institutional investors; source_path=data/recovered_loop_tick12_hidden_gatekeepers.json.


Eaton Partners is a global private placement agent; source_path=data/recovered_loop_tick12_hidden_gatekeepers.json.


Charles Eaton founded Eaton Partners; source_path=data/recovered_loop_tick12_hidden_gatekeepers.json.


Eaton Partners is a wholly owned subsidiary of Stifel Financial; source_path=data/recovered_loop_tick12_hidden_gatekeepers.json.


The placement-agent route raises capital from pensions, endowments, family offices, funds of funds, and foundations; source_path=data/recovered_loop_tick12_hidden_gatekeepers.json.


Monthly disclosure rows expose manager hires, transactions, and placement-agent involvement; source_path=docs/quant-board-packet-extraction-queue.md, data/recovered_loop_tick59_packet_field_extraction_signals.json.


Allocator-intent search can surface Goldman cap-intro and related launch-channel pages; source_path=docs/quant-aeo-geo-monitoring-matrix.md.


Canonical, dated pages are needed so AI Overviews can select the cap-intro entity cleanly; source_path=docs/quant-aeo-geo-monitoring-matrix.md.


Long-context diligence can compare placement-agent terms, allocator targets, and launch timing across rows; source_path=docs/quant-aeo-geo-monitoring-matrix.md.


AlphaSense-style document retrieval benefits from monthly disclosure PDFs and landing pages with placement-agent fields; source_path=docs/quant-aeo-geo-monitoring-matrix.md, docs/quant-board-packet-extraction-queue.md.


Local corpus also frames Goldman as the clearest cap-intro gatekeeper row and ties it to SMA launch mechanics.


This is the cleanest active prime-brokerage expansion signal in the local corpus and should stay separate from BNP and UBS remediation rows.


The repo flags the BNP row as source-remediation work, not a clean active gatekeeper row.


The repo still treats UBS as remediation work because the local evidence is contaminated by the SocGen article.


The local corpus describes Eaton as a global placement agent with institutional and family-office capital targets.


The board-packet queue explicitly calls for month, manager name, transaction type, hire or termination, placement agent, amount, and document URL.


The local AEO/GEO monitoring matrix says allocator discovery depends on answer-first pages, not just the underlying gatekeeper row.


Hong Kong and Singapore event route for asset managers, private banks, and IAMs; source_path=docs/quant-pitch-calendar.md


Summit route for CIOs, market heads, investment advisors, fund selectors, and relationship managers; source_path=docs/quant-pitch-calendar.md


Private-banking, family-office, and investment-professional intelligence surface with Middle East coverage; source_path=docs/quant-pitch-calendar.md


Dubai, Singapore, and Hong Kong forum schedule covering HNW insurance, Middle East private capital, and wealth structuring; source_path=docs/quant-pitch-calendar.md


Login, register, sponsor-an-event, and become-a-speaker paths for APAC and Middle East private-wealth decision makers; source_path=data/recovered_loop_tick38_apac_middle_east_distribution_signals.json


Qualified family-office event surface for SFO and MFO audiences; source_path=docs/quant-pitch-calendar.md


Member-portal, event-calendar, sponsor-directory, and webinar-archive surface for multifamily wealth firms; source_path=docs/quant-consultant-private-wealth-extraction-queue.md


Public registration/login surface for the PIF MENA External Managers Program; source_path=data/recovered_loop_tick38_apac_middle_east_distribution_signals.json


Public Investment Fund allocation route tied to the Managers Gate intake surface; source_path=data/recovered_loop_tick38_apac_middle_east_distribution_signals.json


Primary APB summit and selection-nexus audience bucket; source_path=docs/quant-pitch-calendar.md


Dubai and regional private-wealth audience bucket spanning insurance, private capital, and structuring; source_path=data/recovered_loop_tick38_apac_middle_east_distribution_signals.json


Campden and Family Wealth Alliance audience bucket for family-office routing; source_path=docs/quant-pitch-calendar.md


Manager pool that can use PIF Managers Gate for program registration; source_path=data/recovered_loop_tick38_apac_middle_east_distribution_signals.json


Selection Nexus events route quant and liquid-alts materials to APAC private-bank selector audiences.


The summit is the broad APAC decision-maker route for CIOs, market heads, investment advisors, and fund selectors.


People-move and CIO-transition intelligence should be used to build summit target lists.


The intelligence feed includes Middle East coverage that can surface route changes and leadership moves.


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


Dubai, Singapore, and Hong Kong forums are the route into regional private-wealth audiences.


Campden uses qualification gates to concentrate family-office decision makers.


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


Managers Gate is the public registration/login intake surface for PIF's external manager program.


The gate is the onboarding route for qualified external managers seeking MENA exposure.


Local corpus treats APB events as a live APAC private-wealth route and separates the alternatives-selection surface from general wealth coverage.


The pitch calendar explicitly routes APB summit coverage into the APAC private-bank decision-maker audience bucket.


This route is the local corpus's highest-leverage APB surface for deciding who to target after a move or promotion.


The local corpus treats Hubbis as an APAC and Middle East private-wealth event rail rather than a generic media property.


This is the cleanest local routing surface for turning the Hubbis schedule into an outbound strategy.


The corpus maps Campden as a family-office decision-maker surface with qualification gates and sponsor visibility.


The local corpus treats the network as a distribution multiplier rather than a single-event property.


The portal is a direct intake route for external managers and a concrete MENA routing surface in the local corpus.


Allocator database with manager profiles, strategy lists, holdings analysis, whitepapers, and investment-committee narratives.


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


Investor map output used to understand allocator reach, prior placements, and routing opportunities.


Private-market fund, manager, investor, performance, terms, fundraising, and benchmark database.


Structured profile page optimized for people, performance, terms, fundraising updates, and benchmark fields.


Private-market company, fund, deal, fundraising timeline, exit, and benchmark surface.


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


Whole-portfolio risk, holdings, public/private exposure, performance, accounting, and private-credit transparency surface.


Allocator risk view optimized for holdings, exposures, liquidity, stress, drawdown, and performance lineage.


Market research and document search surface for financial documents, transcripts, filings, broker research, and internal content.


Search-and-synthesis pack optimized for dated citations, transcript and filing search, and exec-ready evidence blocks.


Natural-language finance workflow with proprietary data lineage and workflow-centric answers.


Traceable numbers, event timelines, filing paths, and data lineage needed for investment workflows.


Financial research workspace for portfolio/company analytics, transcripts, filings, and timestamped outputs.


Analyst workflow optimized for attribution, factor tables, benchmark alignment, and quote-backed transcript summaries.


Advisor and model-portfolio decision layer for shelf-fit and inclusion workflow.


Model-portfolio and advisor-research view optimized for inclusion criteria, shelf-fit, and implementation fit.


Allocator databases matter when the profile surface exposes normalized manager data instead of a marketing summary.


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


Manager profiles, strategy lists, holdings analysis, whitepapers, and investment-committee narratives.


Investor map output is the allocator-use bridge for outreach and prior-placement review.


Last refreshed date and update cadence should be visible on the profile surface.


Normalized manager data is the value, not a marketing summary.


Fund, manager, investor, performance, terms, fundraising, and benchmark views.


Structured fund and manager data supports allocator screening.


Company, fund, deal, fundraising timeline, exit, and benchmark views.


Fresh fundraising and exit timestamps should be visible alongside the profile.


Holdings, public/private exposure, risk, performance, accounting, and private-credit transparency.


Searchable filings, expert transcripts, broker research, internal content, and exec-ready evidence.


Traceable numbers, event timelines, filing paths, and data lineage.


Attribution workbooks, factor tables, benchmark alignment, and transcript summaries.


Model-portfolio fit, advisor research, shelf-fit, and implementation fit.


Inclusion criteria and model-portfolio dates should be current and explicit.


The source-family queue names eVestment as a high-yield allocator database and manager-profile surface.


The source-family queue groups allocator databases and manager-profile surfaces as a distinct acquisition family with normalized attributes.


The local corpus treats PitchBook as a manager-profile acquisition surface when it exposes structured discovery fields.


The monitoring matrix calls out traceable numbers and data lineage as the core requirement for Bloomberg and similar finance workspaces.


AlphaSense is the corpus example for a market-research surface that needs freshness and date-aware evidence.


The monitoring matrix treats Bloomberg Terminal / ASKB as a workflow that rewards traceable numbers and data lineage.


The monitoring matrix uses FactSet as the canonical example of a finance workspace that needs time-stamped outputs.


The pitch calendar treats Morningstar Wealth as a model-portfolio gatekeeper with advisor-research use.


The source-family queue defines the allocator-database schema, so the retrieval prompt should mirror those fields exactly.


The monitoring matrix highlights freshness delta as a core risk, and the source-family queue treats investor_map as a required field.


docs/quant-person-gap-outreach-queue.md ranks Kristin Kramer as the Goldman Sachs Prime Brokerage capital-introduction gatekeeper for hedge fund launches and SMA distribution.


data/recovered_loop_tick62_prime_broker_capintro_graph.json maps Goldman Sachs Prime Brokerage to capital introduction and SMA-backed hedge fund launch channels.


docs/quant-person-gap-outreach-queue.md and data/recovered_loop_tick62_prime_broker_capintro_graph.json identify Charles Eaton as founder of Eaton Partners.


data/recovered_loop_tick62_prime_broker_capintro_graph.json treats Eaton Partners as a placement-agent route into institutional and family-office capital.


docs/quant-person-gap-outreach-queue.md ranks Fielding Miller as the CAPTRUST founder and OCIO/RIA gatekeeper for wealth and institutional allocator access.


docs/quant-consultant-private-wealth-extraction-queue.md lists CAPTRUST OCIO and fiduciary adviser surfaces as hidden-gatekeeper coverage.


docs/quant-person-gap-outreach-queue.md ranks Stan Rupnik as the Teachers Retirement System of Illinois Executive Director and CIO tied to alternatives and manager-review context.


docs/quant-person-gap-outreach-queue.md ties Stan Rupnik to Teachers Retirement System of Illinois and alternatives/manager-review context.


docs/quant-person-gap-outreach-queue.md ranks Kimberly Sargent as CIO of the David and Lucile Packard Foundation.


docs/quant-person-gap-outreach-queue.md identifies the foundation as an allocator where the CIO has discretionary manager-selection power.


docs/quant-person-gap-outreach-queue.md says these people should be prioritized into outreach maps, consultant pages, and packet routing rather than left as organization-level signals.


Ranked as Global head of capital introduction in docs/quant-person-gap-outreach-queue.md.


Cap-intro route needs an SMA-specific one-pager, allocator qualification criteria, launch signals, and canonical AEO/GEO surface.


Founder relationship from docs/quant-person-gap-outreach-queue.md and the tick 62 cap-intro artifact.


Placement-agent route needs allocator targets, intro terms, fund category, launch window, and source-backed manager materials.


Founder and CEO route from docs/quant-person-gap-outreach-queue.md.


OCIO/RIA route needs implementation-oriented, fee-aware, diligence-light materials and a fiduciary-adviser screening map.


Executive Director and CIO relationship from docs/quant-person-gap-outreach-queue.md.


Allocator CIO route should be attached to board-packet, annual-report, and public-agenda extraction tasks before direct outreach.


CIO relationship from docs/quant-person-gap-outreach-queue.md.


Foundation CIO route needs a CIO-level allocator packet plus verification from annual-report, public-agenda, or conference-bio surfaces.


This converts a firm-level cap-intro signal into a named decision-route packet without inventing contact details.


Tick 62 maps Eaton Partners to institutional and family-office capital, and the person queue adds the founder route.


The person queue identifies Fielding Miller as the CAPTRUST founder route and the consultant/private-wealth queue flags CAPTRUST as an OCIO/fiduciary surface.


The person queue explicitly says allocator CIO rows should be attached to board-packet, annual-report, and public-agenda extraction tasks before direct outreach.


The person queue ranks Kimberly Sargent as foundation CIO but says allocator CIOs should be attached to source surfaces before direct outreach.


Use the existing APB rows as the canonical local source family and turn the event pages into reusable answer-engine fields.


This is a source-upgrade signal, not a discovery gap: the family exists locally but needs finer event metadata.


Hubbis is the clearest current family-wealth routing surface, so the missing work is event-level field capture rather than discovery.


This is a source-upgrade signal for a thin but live surface.


The local corpus captures the qualification gate and sponsor visibility, but not the full speaker/sponsor roster.


This is a source-upgrade signal for a live but under-normalized forum family.


The local corpus already recognizes the network; the missing work is clean entity extraction.


This is a source-upgrade signal for a live but sparse network node.


The corpus treats iConnections as a meeting-booking workflow; the gap is current access metadata.


This is a source-upgrade signal based on the local speaker evidence and the lack of normalized access fields.


This is a source-upgrade signal for an event family that is present conceptually but sparse in the local graph.


This is an absence-based upgrade request: the local corpus search came back empty for a normalized event surface.


This is an absence-based upgrade request for an event family that is plausible but unverified locally.


This is a strict source-gap signal because the corpus search produced no normalized local reference.


Events calendar, summit pages, intelligence newsletter, people-move feed, sponsor pages, and report pages are already represented in the local pitch calendar; source_path=docs/quant-pitch-calendar.md


Forum schedule plus register, sponsor, and speak paths are represented locally; source_path=docs/quant-pitch-calendar.md and data/recovered_loop_tick62_apac_mena_private_wealth_routes.json


Local corpus already ties Campden to delegate registration, sponsor prospectus, speaker pages, agenda PDFs, and a report library; source_path=docs/quant-pitch-calendar.md


Member portal, event calendar, sponsor directory, webinar archive, and newsletter are present, but person and event normalization remains thin; source_path=docs/quant-pitch-calendar.md and data/recovered_loop_tick62_apac_mena_private_wealth_routes.json


Local corpus has speaker evidence for multiple years of Global Alts and SALT-linked events, but the current sponsor/registration layer is not normalized; source_path=data/recovered_batches/extracted_tick10_conferences.json


Local corpus only captures conference existence and speaker examples; sponsor and registration surfaces still need normalization; source_path=data/recovered_loop_tick16_gatekeeper_subagent_entities.json and data/recovered_batches/extracted_tick10_conferences.json


Local corpus captures founding relationships and conference existence, but no normalized current speaker, sponsor, or registration pages; source_path=data/recovered_loop_tick16_gatekeeper_subagent_entities.json


No direct local hit in docs/ or data/ for event pages, sponsor routes, or registration pages as of 2026-06-19; source_path=local corpus search


No direct local hit in docs/ or data/ for event pages, speaker rosters, sponsor tiers, or registration paths as of 2026-06-19; source_path=local corpus search


No direct local hit in docs/ or data/ for the brand as an event, speaker, sponsor, or registration surface as of 2026-06-19; source_path=local corpus search


CIOs, market heads, investment advisors, fund selectors, and relationship managers targeted by APB surfaces; source_path=docs/quant-pitch-calendar.md


Campden and Family Wealth Alliance decision-maker bucket; source_path=docs/quant-pitch-calendar.md and docs/quant-consultant-private-wealth-extraction-queue.md


iConnections, SALT, Sohn, GAIM, Hedgeweek, and similar alternatives-event audiences; source_path=data/recovered_batches/extracted_tick10_conferences.json and data/recovered_loop_tick16_gatekeeper_subagent_entities.json


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


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


The forum schedule is explicitly framed around independent wealth managers 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.


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


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


Institutional consultant with alternatives consulting, marketable investments, and manager-selection influence.


NEPC partner and CIO who anchors consultant shortlist and OCIO decision flow.


NEPC research lead who shapes manager review and search mechanics.


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


Manager evaluation, alternatives consulting, OCIO, and RFP surfaces.


Callan alternatives consulting lead and gatekeeper for institutional searches.


Callan leadership contact tied to research and consultant workflow.


Callan research leader who can influence shortlist and search framing.


Allocator-facing alternatives and portfolio-construction channel.


Mercer alternatives lead and allocator-framing contact.


Mercer strategist who shapes portfolio-construction and hedge-fund positioning language.


Mercer research leader surfaced in local conference coverage as a manager-research influence node.


Tracks thousands of managers and uses recurring hedge fund manager meetings as a visibility gate.


Cambridge leadership contact with high-leverage allocator interface.


Cambridge research leader who shapes manager visibility.


Specialist alternatives platform with hedge fund and ODD workflow surfaces.


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


Non-discretionary specialist consultant across hedge funds, private equity, private credit, real assets, and risk premia.


Albourne implementation and data-fluency contact.


Consultant platform with CIO, alternatives managed accounts, institutional growth, and risk-management leadership.


Wilshire risk and operations filter for alternative mandates.


Cerity-linked consultant platform with allocator-facing consulting and ownership/conflict sensitivity.


Verus OCIO and institutional consulting channel now tied to Cerity-linked surfaces.


Cerity/Verus leadership contact and named gatekeeper.


Large OCIO and fiduciary adviser that acts as a hidden gatekeeper for outsourced institutional capital.


CAPTRUST founder and leadership contact.


NEPC Head of Investment Manager Research.


NEPC Head of Marketable Credit and Multi-Asset Investments.


Mercer Global Chief Investment Strategist.


Mercer Global Head of Investment Research.


Cambridge President and Head of Global Investing.


Cambridge Head of Global Investment Research.


Aksia Co-Head Operational Due Diligence.


Aksia hedge funds and private credit advisory contact.


Albourne Head of Fintech and Implementation.


Albourne Region Head of US and Senior Portfolio Analyst.


Albourne Region Head of Asia and Senior Portfolio Analyst.


Wilshire Co-Head of Alternative Managed Accounts.


Wilshire Head of Operations and Risk Management.


Cerity-linked Verus institutional consulting channel.


Derived from docs/quant-consultant-private-wealth-extraction-queue.md and data/recovered_loop_tick31_consultant_gatekeeper_people.json.


Derived from docs/quant-person-gap-outreach-queue.md and data/recovered_loop_tick31_consultant_gatekeeper_people.json.


Derived from docs/quant-consultant-private-wealth-extraction-queue.md, data/recovered_loop_tick21_consultant_gap_signals.json, and data/recovered_loop_tick61_source_family_acquisition_signals.json.


Derived from docs/quant-consultant-private-wealth-extraction-queue.md and data/recovered_loop_tick31_healthcare_insurance_signals.json.


Proposal submission and public investment manager opportunities; board meetings can expose committee and CIO-selection routing.


Current-year board archive with Investment Committee, performance, compensation, talent, and closed-session items.


Public investment manager opportunities and consultant/asset-manager roster.


Promoted by CalPERS to extend private-markets and total-fund portfolio remit.


Hired by CalPERS to extend private-markets and total-fund portfolio remit.


Board materials and emerging-manager route; board books and summaries can expose commitments and manager changes.


Agenda, minutes, recordings, and board books for commitments, approvals, and manager changes.


First-time investment, graduation, and trust-level allocation program.


CIO, Teacher Retirement System of Texas; leads fee reform and 1-or-30 advocacy.


Former TRS CIO; initiated earlier fee reform advocacy.


Monthly disclosure and emerging-manager route; monthly reports expose manager hires, transactions, and placement-agent activity.


Monthly reports that disclose investments, transactions, manager hires, and placement-agent involvement.


Emerging manager, manager-of-managers, direct investment, and graduation program.


Chief Investment Officer at New York State Common Retirement Fund.


Deputy CIO at New York State Common Retirement Fund.


Senior Investment Officer at New York State Common Retirement Fund.


Board materials and procurement route; consultant independence and vendor renewal are the main packet-level hooks.


Agenda, recording, and minutes by Board and committee meeting.


Investment and non-investment procurement page.


Chicago Teachers' Pension Fund Executive Director.


Chicago Teachers' Pension Fund CIO and consultant-independence route.


Trustee materials, new-manager reports, and future solicitation intake.


Trustee and investment advisory materials with policy changes, mandates, and manager approvals.


Quarterly reports showing new manager onboarding.


Future solicitation interest and notification intake.