entity_id: university-of-illinois-foundation

excerpt: https://marketsgroup.org/news/research/2025-elite-alts-allocators-part-2 | 2025 | Foundation/Endowment


display_note: External source path normalized for display; verify primary-source status before relying on it.

entity_id: bel-air-investment-advisors

entity_type: node

excerpt: https://marketsgroup.org/news/research/2025-elite-alts-allocators-part-2 | 2025 | Wealth Manager

source_type: url


entity_id: w-k-kellogg-foundation

excerpt: https://marketsgroup.org/news/research/2025-elite-alts-allocators-part-2 | 2025 | Foundation


entity_id: virginia-retirement-system-vrs

excerpt: https://marketsgroup.org/news/research/2025-elite-alts-allocators-part-2 | 2025 | Public Pension Fund


entity_id: alaska-permanent-fund-corp-apfc

excerpt: https://marketsgroup.org/news/research/2025-elite-alts-allocators-part-2 | 2025 | Sovereign Wealth Fund


entity_id: pitcairn-financial-group


entity_id: eli-lilly-company-pension-plan

excerpt: https://marketsgroup.org/news/research/2025-elite-alts-allocators-part-2 | 2025 | Private Pension Fund


excerpt: https://marketsgroup.org/news/research/2025-elite-alts-allocators-part-4 | 2025 | Public Pension Fund


entity_id: wealthspire-advisors

excerpt: https://marketsgroup.org/news/research/2025-elite-alts-allocators-part-4 | 2025 | Wealth Manager


entity_id: ep-wealth-advisors


excerpt: https://marketsgroup.org/news/research/2025-elite-alts-allocators-part-4 | 2025 | Endowment


entity_type: edge

excerpt: Managing Director, Head of Alternative Investments | Part 2


excerpt: Managing Director, Head of Manager Research and Alternative Investments | Part 2


excerpt: Managing Director of Investment Research and Engagement | Part 2


excerpt: Managing Director | Part 2


excerpt: Managing Director of Private Investments | Part 2


excerpt: Director of Portfolio Strategy | Part 2


excerpt: Deputy Chief Investment Officer for Private Markets | Part 2


excerpt: Deputy Chief Investment Officer | Part 2


excerpt: Managing Director of Alternative Investments | Part 2


excerpt: Managing Director of Private Market Investments | Part 2


excerpt: Investment Officer for Illiquid Markets | Part 4


excerpt: Managing Director and Chief Market Strategist | Part 4


excerpt: Managing Director of Investments | Part 4


excerpt: Director of Investments and Structuring | Part 4


excerpt: Deputy Chief Investment Officer | Part 4


entity_id: amy-dai

excerpt: MD Investments at Johns Hopkins University Investment Office $9B Baltimore, 2yr tenure, prior Golding Capital Partners MD head US GCM Grosvenor principal UBS M&A banking, Wharton accounting finance, marketsgroup.org 2026 Elite ALTS Allocators Part 1


entity_id: lacey-johnson

excerpt: MD at Grinnell College Investment Office $2.85B Boston, prior Alumni Ventures CareGroup Healthcare Combined Jewish Philanthropies JPMorgan Goldman Sachs IB, marketsgroup.org 2026 Elite ALTS Allocators Part 2


excerpt: Johns Hopkins University endowment $9B AUM, Baltimore Maryland, marketsgroup.org 2026


entity_id: grinnell-college-investment-office

excerpt: Grinnell College endowment $2.85B AUM, Boston New England, marketsgroup.org 2026


entity_id: breanne-eshelman

excerpt: Investment Director at UCLA Investment Company $5B LA, 8yr tenure, prior PAAMCO assoc director Morgan Stanley BofA commercial real estate, Northwestern JD Kellogg MBA Cal Poly BA, marketsgroup.org 2026 Elite ALTS Allocators Part 1


entity_id: erik-ogren

excerpt: MD Investments at Carnegie Mellon University $4.5B Pittsburgh, prior Cliffwater VP European PE LP Capital Advisors Citi BofA capital markets IB, marketsgroup.org 2026 Elite ALTS Allocators Part 2


entity_id: ucla-investment-company

excerpt: UCLA Investment Company endowment $5B AUM, Los Angeles California, marketsgroup.org 2026


excerpt: Carnegie Mellon University endowment $4.5B AUM, Pittsburgh Pennsylvania, marketsgroup.org 2026


entity_id: natalie-wolf

excerpt: VP Director Investments at Foundation For The Carolinas $5.1B Charlotte, 3yr tenure, prior Nuveen TIAA Morgan Stanley Loring Ward, Boston University economics, marketsgroup.org 2026 Elite ALTS Allocators Part 1


entity_id: nicola-da-roza

excerpt: Senior Director Investments at St Jude ALSAC Foundation $9B Memphis, prior Fund Evaluation Group VP consultant Permanens Capital Colonial Consulting, marketsgroup.org 2026 Elite ALTS Allocators Part 2


entity_id: foundation-for-the-carolinas

excerpt: Foundation For The Carolinas philanthropic $5.1B AUM, Charlotte North Carolina, marketsgroup.org 2026


excerpt: ALSAC Foundation St Jude philanthropic $9B AUM, Memphis Tennessee, marketsgroup.org 2026


entity_id: caitlin-mooney

excerpt: Head Alternative Investments at AAA Auto Club Group $9B Miami, 3yr tenure, prior APG Asset Management Marathon AM Weiss Multi-Strategy 12yr Morgan Stanley equity derivatives, Columbia economics, marketsgroup.org 2026 Elite ALTS Allocators Part 1


entity_id: caixia-ziegler

excerpt: MD Real Assets Sustainable Investments at MacArthur Foundation $9.3B Chicago, 20yr institutional investing, prior Ford Foundation head real estate National Railroad Retirement global real assets, marketsgroup.org 2026 Elite ALTS Allocators Part 2


entity_id: aaa-auto-club-group

excerpt: AAA Auto Club Group insurance $9B AUM, Miami Florida, marketsgroup.org 2026


entity_id: macarthur-foundation

excerpt: MacArthur Foundation philanthropic $9.3B AUM, Chicago Illinois, marketsgroup.org 2026


entity_id: harisha-haigh

excerpt: MD at Northwestern University Investment Office $14B Chicago, 21yr tenure, prior PPM America Capital Partners ABN AMRO, Kellogg MBA Washington U St Louis BA, marketsgroup.org 2026 Elite ALTS Allocators Part 1


excerpt: Managing Director


excerpt: Northwestern University endowment $14B AUM, Chicago Illinois, marketsgroup.org 2026


excerpt: MD Investments


excerpt: Senior Director Investments


excerpt: Investment Director


excerpt: MD Real Assets Sustainable Investments


excerpt: VP Director Investments


entity_id: vincenzo-dicembre

excerpt: GM and CIO at Fondazione Roma €1.6B Rome, joined 2014 as CIO named GM 2026, prior CIBC FirstCaribbean Banca Intesa Sanpaolo HK and Milan treasury, Pisa economics, marketsgroup.org 2026 Elite European Allocators Part 2


excerpt: Head Alternative Investments


entity_id: fondazione-roma

excerpt: Fondazione Roma Italian banking foundation €1.6B AUM, Rome Italy, marketsgroup.org 2026


excerpt: MD 21yr tenure


entity_id: tomas-floden

excerpt: CEO at AMF Fonder €78.4B Stockholm appointed Nov 2024, prior CIO and CEO AMF Fonder deputy CEO CRO, Insurance Sweden board, Stockholm School of Economics MSc, marketsgroup.org 2026 Elite European Allocators Part 2


entity_id: amf-fonder

excerpt: AMF Fonder Swedish private sector pension fund €78.4B AUM, Stockholm Sweden, marketsgroup.org 2026


entity_id: bernd-franken

excerpt: MD Capital Investments at Nordrheinische Aerzteversorgung €18.5B Dusseldorf, portfolio oversight since 2014, prior KZVK board member, Munster business admin Claremont Graduate, marketsgroup.org 2026 Elite European Allocators Part 2


entity_id: nordrheinische-aerzteversorgung

excerpt: North Rhine Medical Pension Fund €18.5B AUM, Dusseldorf Germany, marketsgroup.org 2026


entity_id: stella-giovannoli

excerpt: CIO and CFO at Cassa Nazionale del Notariato €2B Rome, joined 1985 CIO 2010 CFO 2024, Sapienza economics and law, marketsgroup.org 2026 Elite European Allocators Part 2


entity_id: cassa-nazionale-del-notariato

excerpt: Italian public pension for notaries €2B AUM, Rome Italy, marketsgroup.org 2026


entity_id: henk-groot

excerpt: Head Investments at Pensioenfonds Detailhandel €34B Netherlands, 15yr tenure, prior Northern Trust VP KAS BANK, Toronto Rotman Board Effectiveness, Amsterdam U business admin, marketsgroup.org 2026 Elite European Allocators Part 3


entity_id: pensioenfonds-detailhandel

excerpt: Pensioenfonds Detailhandel Dutch retail sector pension €34B AUM, Netherlands, marketsgroup.org 2026


entity_id: pernille-jessen

excerpt: CIO at AP Pension €27B Copenhagen, 2yr tenure, prior AkademikerPension co-CIO head fixed income and credit, Danmarks Nationalbank economist, VELUX Foundations investment committee, Aarhus PhD finance, marketsgroup.org 2026 Elite European Allocators Part 3


entity_id: ap-pension

excerpt: AP Pension Danish pension fund €27B AUM, Copenhagen Denmark, marketsgroup.org 2026


entity_id: jon-johnsen

excerpt: CEO at PKA €67B Copenhagen, 6yr tenure, expanded alternatives since 2020, chairman IIP Denmark deputy chairman Forca AIP Management board, Technical University Denmark MSc engineering, marketsgroup.org 2026 Elite European Allocators Part 3


entity_id: pka

excerpt: PKA Danish pension fund €67B AUM, Copenhagen Denmark, marketsgroup.org 2026


entity_id: cecilia-kellner

excerpt: Head Asset Management CIO at Lansforsakringar Liv SEK 105B Stockholm, 1yr tenure, prior Nordea Liv Pension CIO 2022, BNP Paribas Strand Kapitalforvaltning Carnegie Investment Bank, Stockholm U MSc, marketsgroup.org 2026 Elite European Allocators Part 3


entity_id: lansforsakringar-liv

excerpt: Lansforsakringar Liv Swedish insurance pension SEK 105B (€9.4B) AUM, Stockholm Sweden, marketsgroup.org 2026


entity_id: magdalena-hogberg

excerpt: Head Asset Allocation at AP4 Fourth AP Fund €34B Stockholm, 13yr tenure, prior head strategic asset allocation and quant, VPD Financial Software consultant, Stockholm U MBA KTH engineering physics, marketsgroup.org 2026 Elite European Allocators Part 3


excerpt: Fjarde AP-fonden AP4 Swedish national pension buffer €34B AUM, Stockholm Sweden, marketsgroup.org 2026


entity_id: henrik-larsen

excerpt: CIO at Sampension €45B Copenhagen, expanded alternatives infrastructure commodities RE structured credit, prior ATP CRO Carnegie Bank Danske Bank JOP Pension, Copenhagen U MS economics, marketsgroup.org 2026 Elite European Allocators Part 4


entity_id: sampension

excerpt: Sampension Danish public pension €45B AUM, Copenhagen Denmark, marketsgroup.org 2026


entity_id: hartwig-liersch

excerpt: CIO at PMT Pensioenfonds Metaal Techniek €90B Utrecht since 2017, joined 2010 risk manager, prior ING 8yr head liquidity funding risk, Munster MA economics monetary econometrics, marketsgroup.org 2026 Elite European Allocators Part 4


entity_id: pensioenfonds-metaal-en-techniek

excerpt: PMT Dutch metal technology sector pension €90B AUM, Utrecht Netherlands, marketsgroup.org 2026


entity_id: andrea-mariani

excerpt: Director at Fondo Pensione Pegaso €1.5B Rome, leadership since 2009, secretary Assofondipensione 2024, Forum Finanza Sostenibile board 2019, Mefop consulting, Sapienza statistics, marketsgroup.org 2026 Elite European Allocators Part 4


entity_id: fondo-pensione-pegaso

excerpt: Fondo Pensione Pegaso Italian private sector pension €1.5B AUM, Rome Italy, marketsgroup.org 2026


entity_id: joe-mcdonnell

excerpt: CIO at Border to Coast Pensions Partnership £120B Leeds London, assumed 2023, prior Neuberger Berman MD head portfolio solutions Morgan Stanley MD 10yr head diversified alts, Shell head investments IBM head fixed income, Sheffield MA economics, marketsgroup.org 2026 Elite European Allocators Part 4


entity_id: border-to-coast-pensions-partnership

excerpt: Border to Coast Pensions Partnership UK LGPS pool £120B AUM, Leeds London UK, marketsgroup.org 2026


entity_id: carlo-nappi

excerpt: CIO at ENPAF Italian pharmacists pension €3.5B Rome, prior ENPAF head RE 2016-19 P&G SGR Borgosesia Gestioni Feidos RE, Bocconi corporate finance Politecnico Milano RE, marketsgroup.org 2026 Elite European Allocators Finale


entity_id: enpaf

excerpt: ENPAF Italian pension for pharmacists €3.5B AUM, Rome Italy, marketsgroup.org 2026


entity_id: martin-roth

excerpt: CEO at Pensionskasse Manor €1.97B Basel, 20yr+ tenure, president Swiss Pension Fund Association ASIP, Lucerne DAS pension management St Gallen general management, marketsgroup.org 2026 Elite European Allocators Finale


entity_id: pensionskasse-manor

excerpt: Pensionskasse Manor Swiss private sector pension €1.97B AUM, Basel Switzerland, marketsgroup.org 2026


entity_id: mark-smith

excerpt: Head Asset Allocation at The People's Pension €45.3B London joined 2024, prior Tesco Pension Investment 7yr multi-asset portfolio manager, Legal & General BP Pension Fund, Warwick economics econometrics finance CFA, marketsgroup.org 2026 Elite European Allocators Finale


entity_id: the-people-s-pension

excerpt: The People's Pension UK master trust €45.3B AUM, London UK, marketsgroup.org 2026


entity_id: jean-christophe-van-tilborgh

excerpt: CIO and Deputy CEO at Retraites Populaires €9.6B Lausanne, joined 2001 PE portfolio manager dual role 2022, EY auditor, Swiss Sustainable Finance board, HEC Lausanne MSc finance, marketsgroup.org 2026 Elite European Allocators Finale


entity_id: retraites-populaires

excerpt: Retraites Populaires Swiss insurance €9.6B AUM, Lausanne Switzerland, marketsgroup.org 2026


entity_id: wim-vermeir

excerpt: CIO AG Insurance Group Head Investments at Ageas €107B Brussels, CIO since 2011, Belgian Finance Center King Baudouin Foundation Fluxys boards, Vlerick MBA Ghent civil engineering physics, marketsgroup.org 2026 Elite European Allocators Finale


entity_id: ageas

excerpt: Ageas Belgian insurance company €107B investment AUM, Brussels Belgium, marketsgroup.org 2026


excerpt: GM and CIO since 2026


excerpt: CEO since Nov 2024


excerpt: MD Capital Investments since 2014


excerpt: CIO and CFO


excerpt: Head Investments 15yr tenure


excerpt: CIO


excerpt: CEO 6yr tenure


excerpt: Head Asset Management and CIO


excerpt: Head Asset Allocation 13yr tenure


excerpt: CIO since 2017


excerpt: Director since 2009


excerpt: CIO since 2023


excerpt: CEO 20yr+ tenure


excerpt: Head Asset Allocation since 2024


excerpt: CIO and Deputy CEO since 2022


excerpt: CIO and Group Head Investments since 2011


entity_id: andreas-bayerle

excerpt: CFO at Helvetia Versicherungen Osterreich €159B Vienna, 9yr tenure, prior Skandia Austria CFO Niedermeyer CFO McKinsey 6yr, Vienna WU MBA INSEAD, marketsgroup.org 2026 Elite European Allocators Part 1


entity_id: helvetia-versicherungen-osterreich

excerpt: Helvetia Versicherungen Austrian insurance €159B AUM, Vienna Austria, marketsgroup.org 2026


entity_id: ulrika-bergman

excerpt: CIO at Nobel Foundation €620M Stockholm, 9yr tenure, 25yr quant risk institutional AM, VKR Holding Alfred Nobel Norwegian Memorial Foundation boards, Stockholm MSc CFA FRM, marketsgroup.org 2026 Elite European Allocators Part 1


entity_id: nobel-foundation

excerpt: Nobel Foundation endowment €620M AUM, Stockholm Sweden, marketsgroup.org 2026


entity_id: ole-buhl

excerpt: Head ESG SVP at ATP €150B Copenhagen, 20yr tenure joined 2005, ISSB Investor Advisory Group, Aarhus MSc political science, marketsgroup.org 2026 Elite European Allocators Part 1


entity_id: atp

excerpt: ATP Arbejdsmarkedets Tillaegspension Danish public pension €150B AUM, Copenhagen Denmark, marketsgroup.org 2026


entity_id: pierluigi-curti

excerpt: CFIO at Fondazione ENPAM €27B Rome, 14yr tenure joined 2011, prior Fondazione Roma CFIO Generali Investment Europe senior bond PM fixed income trader, Rome Tor Vergata economics, marketsgroup.org 2026 Elite European Allocators Part 1


entity_id: fondazione-enpam

excerpt: Fondazione ENPAM Italian medical doctors pension €27B AUM, Rome Italy, marketsgroup.org 2026


entity_id: john-dewey

excerpt: CIO at West Yorkshire Pension Fund €26B Bradford joined 2025, prior HSBC Alternatives MD head alts Asia, Aviva Investors MD France CIO private markets, BlackRock 10yr multi-asset private markets, Cambridge MA applied math qualified actuary, marketsgroup.org 2026 Elite European Allocators Part 1


entity_id: west-yorkshire-pension-fund

excerpt: West Yorkshire Pension Fund UK LGPS €26B AUM, Bradford UK, marketsgroup.org 2026


display_note: Not displayed as primary-source evidence.

entity_id: jenny-buck

excerpt: Incoming CIO at London CIV replacing Aoifinn Devitt, pionline.com 2026


entity_id: london-civ

excerpt: London Collective Investment Vehicle UK LGPS pool, London UK, pionline.com 2026


entity_id: bryan-moore

excerpt: CIO at South Carolina RSIC $50.3B promoted Oct 2025, pionline.com 2026


excerpt: South Carolina RSIC public pension $50.3B AUM, South Carolina, pionline.com 2025


entity_id: monte-tarbox

excerpt: Permanent CIO at NYC Bureau of Asset Management NYC Retirement Systems, appointed interim Jan 2026 permanent Mar 2026, pionline.com 2026


excerpt: NYC Bureau of Asset Management managing NYC pension funds, New York City, pionline.com 2026


entity_id: james-lawrence

excerpt: CIO at Smart Pension London promoted Apr 2026, pionline.com 2026


entity_id: smart-pension

excerpt: Smart Pension UK master trust, London UK, pionline.com 2026


entity_id: anton-orlich

excerpt: Deputy CIO Private Markets at CalPERS, named within week of Jun 2026, pionline.com 2026


entity_id: calpers

excerpt: California Public Employees Retirement System $500B+ AUM, Sacramento California, pionline.com 2026


excerpt: CFO since 2016


excerpt: CIO since 2017


excerpt: Head ESG SVP since 2005


excerpt: CFIO since 2011


excerpt: CIO since 2025


excerpt: Incoming CIO


excerpt: CIO permanent since Mar 2026


excerpt: CIO since Apr 2026


excerpt: Deputy CIO Private Markets 2026


entity_id: andrew-batsakis

excerpt: University of Sydney Endowment, 19 years tenure, $3B AUM. Source: Markets Group 2025 Elite Private Equity Allocators Part 2


entity_id: andreas-bayerle


entity_id: peter-keehn

excerpt: Allstate Investments, leads $10B private and alternative investment portfolio, 21 years tenure. Source: Markets Group 2025 Elite Private Equity Allocators Part 2


entity_id: ulrika-bergman


entity_id: caitlin-mooney

excerpt: AAA (The Auto Club Group), oversees PE/credit/real estate/infrastructure, 2 years tenure, $10B AUM. Source: Markets Group 2025 Elite Private Equity Allocators Part 2


entity_id: ole-buhl


entity_id: gbenga-oladeji

excerpt: Johnson & Johnson Pension Fund, leads global PE/credit/real assets strategy, 8 years tenure, $65B AUM. Source: Markets Group 2025 Elite Private Equity Allocators Part 2


entity_id: pierluigi-curti


entity_id: william-choo

excerpt: Samsung Asset Management, Seoul, oversees PE strategies and manager relationships, 5 years tenure, $244B AUM. Source: Markets Group 2025 Elite Private Equity Allocators Part 2


entity_id: john-dewey


entity_id: dana-johns

excerpt: New Jersey Division of Investment, 2 years tenure, Chair of Private Equity Women Investor Network (PEWIN). Source: Markets Group 2025 Elite Private Equity Allocators Part 3


entity_id: vincenzo-dicembre


entity_id: bruno-sollazzo

excerpt: Generali (Insurance Group Asset Management), Trieste Italy, 26 years tenure, $998B AUM. Source: Markets Group 2025 Elite Private Equity Allocators Part 3


entity_id: tomas-flod-n


entity_id: al-kim

excerpt: Leona M. and Harry B. Helmsley Charitable Trust, New York, 10 years tenure, $7B AUM. Source: Markets Group 2025 Elite Private Equity Allocators Part 3


entity_id: bernd-franken


entity_id: tanya-kemp

excerpt: San Francisco Employees' Retirement System (SFERS), 16 years tenure, $10B private markets portfolio. Source: Markets Group 2025 Elite Private Equity Allocators Part 3


entity_id: stella-giovannoli


entity_id: michael-aswad

excerpt: Robert Wood Johnson Foundation, Princeton, 18 years tenure, $12B AUM. Source: Markets Group 2025 Elite Private Equity Allocators Part 3


entity_id: gianni-golinelli


entity_id: martin-longchamps

excerpt: Caisse de dépôt et placement du Québec (La Caisse), Montreal, previously MD/head of origination at PSPIB. Source: Markets Group 2025 Elite Private Equity Allocators Part 1


entity_id: amy-dai


entity_id: scott-ramsower

excerpt: Teacher Retirement System of Texas (TRS), Austin, Board Chair Institutional Limited Partners Association, formerly AlpInvest Partners/Morgan Stanley. Source: Markets Group 2025 Elite Private Equity Allocators Part 1


entity_id: breanne-eshelman


entity_id: melissa-richlen

excerpt: The John D. and Catherine T. MacArthur Foundation, Chicago, formerly Foothill Capital/Sanyo Bank/PricewaterhouseCoopers. Source: Markets Group 2025 Elite Private Equity Allocators Part 1


entity_id: natalie-wolf


entity_id: woong-han

excerpt: Hyundai Marine & Fire Insurance Co. Ltd., Seoul, formerly ABL Life/Meritz Asset Management. Source: Markets Group 2025 Elite Private Equity Allocators Part 1


entity_id: caitlin-mooney


entity_id: christina-wu

excerpt: Dallas Police and Fire Pension System, Dallas, leads private markets strategy, formerly investment officer Fort Worth Employees' Retirement Fund. Source: Markets Group 2025 Elite Private Equity Allocators Part 1


entity_id: harisha-haigh


entity_id: bill-eckmann

excerpt: Macquarie Capital. Source: Disruption Banking, May 2025


entity_id: neal-graziano


entity_id: steve-schwarzman

excerpt: Blackstone, oversees $432.3B credit and insurance segment (Q3 2025), maintains 9.4% 20-year private credit returns average. Source: Q3 2025 earnings, AOL News


entity_id: lacey-johnson


entity_id: henry-kravis

excerpt: KKR & Co. (founded 1976). Source: Disruption Banking 2025


entity_id: erik-ogren


entity_id: george-roberts


entity_id: nicola-da-roza


entity_id: larry-fink

excerpt: BlackRock (Preqin parent company), formerly Blackstone 1980s. Source: Disruption Banking 2025


entity_id: caixia-ziegler


entity_id: ben-meng

excerpt: CPPIB (Canada Pension Plan Investment Board), formerly CalPERS CIO, Franklin Resources Executive. Hired March 2025. Source: Bloomberg, Pensions & Investments


entity_id: helvetia-versicherungen-sterreich

excerpt: Vienna, Austria; AUM data available


entity_id: anton-orlich

excerpt: CalPERS (California Public Employees' Retirement System), June 2025. Source: CalPERS, 2025 Allocators' Choice Awards


entity_id: nobel-foundation

excerpt: Stockholm, Sweden; €620 million AUM


entity_id: daniel-booth

excerpt: CalPERS. Source: CalPERS Newsroom 2023


entity_id: arbejdsmarkedets-till-gspension-atp

excerpt: Copenhagen, Denmark; €150 billion AUM


entity_id: nicole-musicco

excerpt: Square Nine Capital, launching 2025, ex-CalPERS CIO, opportunistic middle market strategy, seeking $1B. Source: With Intelligence 2025


entity_id: fondazione-e-n-p-a-m

excerpt: Rome, Italy; €27 billion AUM


entity_id: peter-ma

excerpt: Square Nine Capital, ex-Morgan Stanley private credit. Source: With Intelligence 2025


entity_id: west-yorkshire-pension-fund

excerpt: Bradford, United Kingdom; €26 billion (£23 billion) AUM


entity_id: greg-shamo

excerpt: Square Nine Capital, ex-Colbeck Capital. Source: With Intelligence 2025


entity_id: fondazione-roma-foundation

excerpt: Rome, Italy; €1.6 billion AUM


entity_id: scott-graves

excerpt: Lane42 Investment Partners, launched March 2025, $2B seed from Millennium Management, asset-based finance/special situations/opportunistic credit. Source: With Intelligence 2025


entity_id: amf-fonder

excerpt: Stockholm, Sweden; €78.4 billion AUM


entity_id: stephen-gilmore

excerpt: Named next CIO at CalPERS, prior CIO New Zealand Super Fund, pionline.com 2024


entity_id: nordrheinische-rzteversorgung

excerpt: Düsseldorf, Germany; €18.5 billion AUM


entity_id: new-zealand-super-fund

excerpt: New Zealand Superannuation Fund sovereign wealth, Auckland New Zealand, pionline.com 2024


entity_id: cassa-nazionale-del-notariato

excerpt: Rome, Italy; €2 billion AUM


entity_id: stephen-mclennan

excerpt: Co-CIO at Ontario Teachers Pension Plan, dual CIO structure, 2yr milestone 2026, pionline.com 2026


entity_id: enpacl


entity_id: gillian-brown


excerpt: Baltimore, MD; $9B AUM


entity_id: ontario-teachers-pension-plan

excerpt: Ontario Teachers Pension Plan Canadian pension $247B+ AUM, Toronto Canada, pionline.com 2026


entity_id: ucla-investment-company

excerpt: Los Angeles, CA; $5B AUM


excerpt: Incoming CIO 2024


entity_id: foundation-for-the-carolinas

excerpt: Charlotte, NC; $5.1B AUM


excerpt: Prior CIO


entity_id: aaa-the-auto-club-group

excerpt: Miami, FL; $9B AUM


excerpt: Co-CIO


excerpt: Chicago, IL; $16.7B AUM


entity_id: w-k-kellogg-foundation

excerpt: Battle Creek, Michigan; $10 billion AUM


entity_id: julien-farre

excerpt: Kimmik Capital, London, ex-Angelo Gordon, raising £300-500M (~$400-665M). Source: With Intelligence 2025


entity_id: grinnell-college-investment-office

excerpt: Boston, New England; $2.85 billion AUM


entity_id: karen-ives

excerpt: Kimmik Capital, ex-Goldman Sachs. Source: With Intelligence 2025


entity_id: carnegie-mellon-university

excerpt: Pittsburgh, Pennsylvania; $4.5 billion AUM


entity_id: sheenal-thaker

excerpt: Kimmik Capital, ex-Credit Suisse. Source: With Intelligence 2025


excerpt: Memphis, Central States; $9 billion AUM


entity_id: paul-weightman

excerpt: Corinthia Global Management, direct lending, London. Source: With Intelligence 2025


entity_id: macarthur-foundation

excerpt: Chicago, Midwest; $9.3 billion AUM


entity_id: paul-armsby

excerpt: Corinthia Global Management, Chicago office. Source: With Intelligence 2025


excerpt: Chief Financial Officer; 9 years tenure; Vienna, Austria


entity_id: eric-barton


excerpt: Chief Investment Officer; 9 years tenure; Stockholm, Sweden


entity_id: caroline-buhr

excerpt: Corinthia Global Management, New York. Source: With Intelligence 2025


excerpt: Head of ESG and Senior Vice President; 20 years tenure; Copenhagen, Denmark


entity_id: ben-doramus

excerpt: D2 Asset Management, Dallas, asset-based finance. Source: With Intelligence 2025


excerpt: Chief Financial Investment Officer; 14 years tenure; Rome, Italy


entity_id: luke-doramus


excerpt: Chief Investment Officer; 1 year tenure; Bradford, United Kingdom


entity_id: matt-lancaster

excerpt: HMC Capital, Sydney, corporate credit. Source: With Intelligence 2025


excerpt: General Manager and Chief Investment Officer; 11 years tenure (CIO since 2014); Rome, Italy


entity_id: adam-roberts-thomson


excerpt: Chief Executive Officer; 16 years tenure (CEO since November 2024); Stockholm, Sweden


entity_id: dane-weiss


excerpt: Managing Director of Capital Investments; 12 years tenure (since 2014); Düsseldorf, Germany


entity_id: michael-golninelli

excerpt: HMC Capital, Sydney. Source: With Intelligence 2025


excerpt: Chief Investment Officer and Chief Financial Officer; 41 years tenure (CIO since 2010); Rome, Italy


entity_id: todd-hirsch

excerpt: Point72, New York, asset-based finance. Source: With Intelligence 2025


excerpt: Head of Finance; 12 years tenure (since 2013); Rome, Italy


entity_id: alex-greeley

excerpt: Point72 Private Capital. Source: With Intelligence 2025


excerpt: Managing Director, Investments; 2 years tenure; Baltimore, MD; $9B AUM


entity_id: jay-ditmarsch


excerpt: Investment Director; 8 years tenure; Los Angeles, CA; $5B AUM


entity_id: rudder-zhang


excerpt: Vice President and Director of Investments; 3 years tenure; Charlotte, NC; $5.1B AUM


entity_id: don-young

excerpt: Canal Road Group, Miami, direct lending. Source: With Intelligence 2025


excerpt: Head of Alternative Investments; 3 years tenure; Miami, FL; $9B AUM


entity_id: mike-damaso


excerpt: Managing Director; 21 years tenure; Chicago, IL; $16.7B AUM


entity_id: akhil-mago

excerpt: Indago Capital, New York, asset-based finance, ex-Sculptor. Source: With Intelligence 2025


excerpt: Managing Director – Private Assets; 19 years tenure; Battle Creek, Michigan; $10 billion AUM


entity_id: daniel-ruppert

excerpt: Indago Capital. Source: With Intelligence 2025


excerpt: Managing Director; 3 years tenure; Boston, New England; $2.85 billion AUM


entity_id: chen-chen


excerpt: Managing Director of Investments; 10 years tenure; Pittsburgh, Pennsylvania; $4.5 billion AUM


entity_id: jacob-ucar

excerpt: Kinnerton Hill, London, special situations. Source: With Intelligence 2025


excerpt: Senior Director, Investments; 5 years tenure; Memphis, Central States; $9 billion AUM


entity_id: piers-dennison

excerpt: Kinnerton Hill, London. Source: With Intelligence 2025


excerpt: Managing Director, Real Assets & Sustainable Investments; 9 years tenure; Chicago, Midwest; $9.3 billion AUM


entity_id: cyrus-imregun


entity_id: steven-tananbaum

excerpt: GoldenTree Asset Management, founded 2000, $62B+ AUM, 27 partners, ~320 employees. Source: GoldenTree website, Crunchbase, Bloomberg 2025


entity_id: tas-hasan

excerpt: Deerpath Capital Management LP, founded 2007, $14B+ invested across 1,200+ transactions, middle market senior direct lending. Source: Deerpath website, Mergr, Bloomberg 2025


entity_id: dave-morehead

excerpt: Baylor University. Source: 2025 Allocators' Choice Awards


entity_id: anne-dinneen

excerpt: New York-Presbyterian. Source: 2025 Allocators' Choice Awards


entity_id: joseph-eppers

excerpt: Selective Insurance. Source: 2025 Allocators' Choice Awards


entity_id: harshal-chaudhari

excerpt: GE Investment Management. Source: 2025 Allocators' Choice Awards


entity_id: mccall-cravens

excerpt: Heinz Family Office. Source: 2025 Allocators' Choice Awards


entity_id: andy-greene

excerpt: Toronto Transit Commission Pension Plan. Source: 2025 Allocators' Choice Awards


entity_id: blackstone

excerpt: $432.3B credit and insurance AUM (Q3 2025). World's largest private credit fund (BCRED). Source: Q3 2025 earnings


entity_id: apollo-global-management

excerpt: $723B private credit AUM (Q3 2025). Source: Q3 2025 earnings


entity_id: ares-management

excerpt: $391.5B private credit AUM (Q3 2025). Source: Q3 2025 earnings


entity_id: kkr-co

excerpt: $744B total AUM (Q4 2025). Source: 2025 rankings


entity_id: brookfield

excerpt: $603B fee-bearing AUM (Q4 2025). Owner of Oaktree Strategic Credit Fund. Source: 2025 rankings


entity_id: hamilton-lane

excerpt: Direct credit funds, 34+ years private markets focus. AUM: varies by strategy. Source: SEC filings, Hamilton Lane website 2025


entity_id: oaktree-capital

excerpt: Multi-asset credit platform, Oaktree Strategic Credit Fund (now Brookfield). Source: Brookfield 2025


entity_id: goldentree-asset-management

excerpt: Founded 2000, $62B+ AUM, independent credit manager. Source: GoldenTree website 2025


entity_id: deerpath-capital-management

excerpt: Founded 2007, $14B+ invested, middle market senior direct lending, flagship fund exceeds $2B. Source: Deerpath website, Press Release 2025


excerpt: $473B CAD AUM ($368B USD equiv). Source: Markets Group 2025


entity_id: teacher-retirement-system-of-texas-trs

excerpt: $208B AUM. Source: Markets Group 2025


excerpt: Increased PE allocation from 13% to 17%, rebuilding program. $15.5B+ annual PE commitments. Source: CalPERS 2025


entity_id: allstate-investments

excerpt: $67B AUM, $10B private and alternative portfolio. Source: Markets Group 2025


entity_id: johnson-johnson-pension-fund

excerpt: $65B AUM. Source: Markets Group 2025


entity_id: samsung-asset-management

excerpt: $244B AUM. Source: Markets Group 2025


entity_id: new-jersey-division-of-investment

excerpt: Significant PE program. Source: Markets Group 2025


entity_id: generali-asset-management

excerpt: $998B AUM. Source: Markets Group 2025


excerpt: $7B AUM. Source: Markets Group 2025


excerpt: $10B private markets portfolio. Source: Markets Group 2025


entity_id: robert-wood-johnson-foundation

excerpt: $12B AUM. Source: Markets Group 2025


entity_id: dallas-police-and-fire-pension-system

excerpt: $2B AUM. Source: Markets Group 2025


entity_id: hyundai-marine-fire-insurance-co-ltd

excerpt: $36B AUM. Source: Markets Group 2025


entity_id: university-of-sydney-endowment

excerpt: $3B AUM. Source: Markets Group 2025


entity_id: aaa-the-auto-club-group

excerpt: $10B AUM. Source: Markets Group 2025


entity_id: baylor-university-endowment

excerpt: Award winner 2025. Source: 2025 Allocators' Choice Awards


entity_id: new-york-presbyterian


entity_id: selective-insurance


entity_id: ge-investment-management


entity_id: heinz-family-office


entity_id: toronto-transit-commission-pension-plan


entity_id: macquarie-capital

excerpt: Americas private credit platform. Source: 2025


entity_id: millennium-management

excerpt: $2B seed investment to Lane42 Investment Partners. Source: With Intelligence 2025


entity_id: blackrock

excerpt: Acquired Preqin. Source: 2025


excerpt: $144B allocated to private equity. Leads global pension funds in PE allocation. Source: 2025 news


excerpt: Asset-based finance platform, 2025. Source: With Intelligence 2025


entity_id: square-nine-capital

excerpt: Launching 2025, seeking $1B for opportunistic middle market strategy. Source: With Intelligence 2025


excerpt: Launched March 2025, $2B seed from Millennium, asset-based finance/special situations. Source: With Intelligence 2025


entity_id: kimmik-capital

excerpt: Founded May 2024, London, raising £300-500M (~$400-665M) for opportunistic evergreen strategy. Source: With Intelligence 2025


entity_id: corinthia-global-management

excerpt: London and Chicago offices, direct lending strategies. Source: With Intelligence 2025


excerpt: Dallas, asset-based finance. Source: With Intelligence 2025


entity_id: hmc-capital

excerpt: Sydney, corporate credit strategies. Source: With Intelligence 2025


entity_id: canal-road-group

excerpt: Miami, direct lending. Source: With Intelligence 2025


entity_id: indago-capital

excerpt: New York, asset-based finance. Source: With Intelligence 2025


entity_id: kinnerton-hill

excerpt: London, special situations. Source: With Intelligence 2025


excerpt: Program Leader


excerpt: Portfolio Director


excerpt: Alternative Investments Director


excerpt: VP, Head of Private Markets


excerpt: PE Investment Team Lead


excerpt: Head of Private Equity


excerpt: Group Head of PE Investments


excerpt: Director of Investments


excerpt: MD of Private Markets


excerpt: MD of Private Investments


excerpt: EVP, Head of PE/Credit


excerpt: PE Funds Team Leader


excerpt: Director of Private Equity


excerpt: Head of PE and Private Debt


excerpt: Deputy CIO


excerpt: Head of Principal Finance and Private Credit, Americas


excerpt: CEO, Founder


excerpt: Co-founder


excerpt: CEO


excerpt: Head of Active Strategies (2025)


excerpt: Chief Investment Officer


excerpt: Deputy CIO for Private Markets


excerpt: Co-founder, CIO


excerpt: Chief Operating Officer


excerpt: Founder


excerpt: Chief Operations Officer


excerpt: Partner


excerpt: Managing Director


excerpt: Director, Capital Formation


excerpt: Head of Credit


excerpt: Head of Private Capital


excerpt: Principal


excerpt: Investment Team Member


excerpt: Team Member


excerpt: Founder, Managing Partner, CIO


excerpt: Co-Founder, Principal & COO


excerpt: Endowment Manager


excerpt: Healthcare System CIO


excerpt: Insurance Company CIO


excerpt: Corporate Pension CIO


excerpt: Family Office Investor


excerpt: Public Pension CIO


entity_id: harvard-university

excerpt: FY2025 endowment, largest US university endowment


entity_id: yale-university

excerpt: FY2025 endowment, second-largest US university


entity_id: stanford-university

excerpt: FY2025 endowment and merged pool


entity_id: princeton-university

excerpt: FY2025 endowment


entity_id: massachusetts-institute-of-technology


entity_id: university-of-texas-system

excerpt: FY2025 public university system endowment


entity_id: university-of-pennsylvania


entity_id: texas-a-m-university-system

excerpt: FY2025 public university system endowment and related foundations


entity_id: university-of-michigan

excerpt: FY2025 public university endowment


entity_id: regents-of-the-university-of-california


entity_id: university-of-notre-dame


entity_id: columbia-university


entity_id: northwestern-university


entity_id: johns-hopkins-university


entity_id: washington-university-in-st-louis


entity_id: duke-university


entity_id: emory-university


entity_id: cornell-university


entity_id: university-of-virginia


entity_id: vanderbilt-university


entity_id: university-of-chicago


entity_id: university-of-southern-california


entity_id: dartmouth-college


entity_id: ohio-state-university


entity_id: rice-university


entity_id: brown-university


entity_id: new-york-university


entity_id: university-of-texas-at-austin


entity_id: university-of-minnesota

excerpt: FY2025 public university and foundations


entity_id: university-of-pittsburgh


entity_id: pennsylvania-state-university


entity_id: university-of-wisconsin-foundation

excerpt: FY2025 foundation/related entity


entity_id: ucla-foundation


entity_id: michigan-state-university


entity_id: purdue-university


entity_id: california-institute-of-technology


entity_id: carnegie-mellon-university


entity_id: boston-college


entity_id: indiana-university-foundation


entity_id: boston-university


entity_id: georgetown-university


entity_id: walton-enterprises-llc

excerpt: Walmart family office, largest single-family office by AUM


entity_id: excession-llc

excerpt: Elon Musk family office, largest by reported assets


entity_id: cascade-investment-llc

excerpt: Bill Gates family office


entity_id: bezos-expeditions

excerpt: Jeff Bezos family office


entity_id: bayshore-global-management

excerpt: Sergey Brin family office


entity_id: ballmer-group

excerpt: Steve Ballmer family office


entity_id: crosby-advisors

excerpt: MacKenzie Scott family office


entity_id: emerson-collective

excerpt: Laurene Powell Jobs family office


entity_id: dell-technologies-capital

excerpt: Michael Dell family office (DFO Management)


entity_id: iconiq-capital

excerpt: Multi-family office managing family wealth and external clients


entity_id: soros-fund-management

excerpt: George Soros family office


entity_id: wallenberg-investments

excerpt: Wallenberg family office, Swedish industrial dynasty


entity_id: koch-family-office

excerpt: Koch Industries family office, Charles and Chase Koch


entity_id: thomson-family-office-woodbridge

excerpt: Canadian family office, David Thomson principal


entity_id: mousse-partners

excerpt: Wertheimer/Chanel family office


entity_id: pontegadea-inversiones

excerpt: Amancio Ortega (Inditex/Zara founder) family office


entity_id: kwok-family-office

excerpt: Raymond and Thomas Kwok, Hong Kong real estate and business


entity_id: ambani-family-office

excerpt: Mukesh Ambani (Reliance Industries) family office


entity_id: li-ka-shing-office-cheung-kong

excerpt: Li Ka-Shing founder family office, Hong Kong conglomerate


entity_id: bettencourt-meyers-family-office

excerpt: L'Oréal heiress Françoise Bettencourt Meyers family office


entity_id: al-nahyan-family-office

excerpt: Abu Dhabi royal family office


entity_id: al-maktoum-family-investment-office

excerpt: Dubai royal family office, Sheikh Mohammed bin Rashid


entity_id: willett-advisors

excerpt: Michael Bloomberg family office


entity_id: vulcan-capital

excerpt: Paul Allen family office (estate)


entity_id: access-industries

excerpt: Len Blavatnik family office


entity_id: cargill-macmillan-family-office

excerpt: Cargill and MacMillan families family office


entity_id: herm-s-family-office

excerpt: Hermès luxury brand family office, Dumas family (100+ members)


entity_id: est-e-lauder-companies-lauder-family

excerpt: Estée Lauder cosmetics family office


entity_id: simons-family-office

excerpt: Jim Simons (Renaissance Technologies founder, deceased) widow Marilyn Simons


entity_id: ziff-family-office

excerpt: Dirk, Robert, and Daniel Ziff technology family office


entity_id: mittal-family-office

excerpt: Lakshmi Mittal (ArcelorMittal) family office


entity_id: tiger-global-management

excerpt: Chase Coleman III venture capital and family office


entity_id: narv-narvekar

excerpt: CEO of Harvard Management Company, managing $56.9B endowment


entity_id: matt-mendelsohn

excerpt: Yale Investments CIO, leads endowment of $44.15B


entity_id: robert-wallace

excerpt: CEO/CIO of Stanford Management Company, managing $40.79B endowment


entity_id: jane-dietze

excerpt: Brown University endowment CIO, managing ~$7B


entity_id: amy-falls

excerpt: Northwestern University endowment CIO, managing $15.17B


entity_id: michael-gould

excerpt: Lehigh University endowment CIO, managing $2.3B


entity_id: karen-horn-welch

excerpt: University of Richmond endowment CIO (Spider Management)


entity_id: michael-larson

excerpt: CIO of Cascade Investment LLC (Bill Gates family office), managing $169B-$175B


entity_id: melinda-lewison

excerpt: Managing Director of Bezos Expeditions family office


entity_id: charles-heilbronn

excerpt: Chairman of Mousse Partners (Wertheimer/Chanel family office)


entity_id: divesh-makan

excerpt: Founder of ICONIQ Capital, managing $80B+ multi-family office


entity_id: dawn-fitzpatrick

excerpt: CEO/CIO of Soros Fund Management, managing $25B


entity_id: bernard-arnault

excerpt: Chairman & CEO of LVMH, family office principal overseeing ~$88B-$310B in family wealth


entity_id: axel-dumas

excerpt: Executive Chairman of Hermès, family office principal


entity_id: alain-wertheimer

excerpt: CEO of Chanel (Wertheimer family), principal of Mousse Partners


entity_id: fran-oise-bettencourt-meyers

excerpt: L'Oréal heiress, principal of Bettencourt Meyers family office


entity_id: david-thomson

excerpt: Chairman of Thomson Family Office / Woodbridge Company, managing $54B-$72B


entity_id: jim-c-walton

excerpt: Chairman of Walton Enterprises LLC, Walmart family principal


entity_id: carlos-slim-hel

excerpt: Mexican billionaire, principal of Slim family office


entity_id: jorge-paulo-lemann

excerpt: Brazilian billionaire, principal of Lemann family office (~$27B)


entity_id: giovanni-ferrero

excerpt: Principal of Ferrero family office (~$36B), confectionery company


entity_id: lakshmi-mittal

excerpt: ArcelorMittal founder, principal of Mittal family office (~$24B)


excerpt: CEO of Harvard Management Company managing endowment since 2015, retiring late 2027


excerpt: CIO of Yale Investments Office, appointed 2021, successor to David Swensen


excerpt: CEO/CIO of Stanford Management Company since 2015, former Alta Advisers CEO


excerpt: Chief Investment Officer managing Brown's ~$7B endowment


excerpt: Chief Investment Officer managing Northwestern's $15.17B endowment


excerpt: CIO managing Lehigh's $2.3B endowment, appointed 2025


excerpt: CIO of Spider Management (University of Richmond endowment management)


excerpt: Chief Investment Officer of Bill Gates' family office, managing $169B-$175B


excerpt: Managing Director of Jeff Bezos family office


excerpt: Chairman of Wertheimer/Chanel family office


excerpt: Founder and managing partner of $80B+ multi-family office


excerpt: CEO/CIO of Soros Fund Management managing $25B


excerpt: Executive Chairman of Hermès, oversees family office


excerpt: Chanel owner, principal of Wertheimer/Mousse Partners family office


excerpt: L'Oréal heiress, principal of $110B family office


excerpt: Canadian billionaire, chairman and principal of family office


excerpt: Walmart heir, chairman of Walton family office


excerpt: Mexican billionaire, principal of ~$34B family office


excerpt: Principal of Ferrero family office, confectionery conglomerate


excerpt: ArcelorMittal founder, principal of ~$24B family office


entity_id: faisal-baig

excerpt: CIO at ASFAR Saudi PIF subsidiary Riyadh, 2yr tenure, 20yr+ PE VC M&A Aramco corporate dev $69B SABIC GFH Investcorp Citi JPMorgan NEA, Yale MBA Michigan State BS EE, marketsgroup.org 2025 Elite Middle East Asia-Pacific Allocators Part 1


entity_id: asfar

excerpt: ASFAR Saudi Arabias Public Investment Fund subsidiary, Riyadh Saudi Arabia, marketsgroup.org 2025


entity_id: yoshi-kiguchi

excerpt: CIO at Pension Fund of Japanese Corporations Tokyo, 16yr tenure, prior Russell Investments Japan MD Toyota Fujitsu Sumitomo Life Insurance PE risk ALM, Tokyo precision machinery BS, marketsgroup.org 2025 Elite Middle East Asia-Pacific Allocators Part 1


entity_id: pension-fund-of-japanese-corporations

excerpt: Pension Fund of Japanese Corporations private pension, Tokyo Japan, marketsgroup.org 2025


entity_id: hidetoshi-ono

excerpt: Country Head Japan at Tsao Family Office Tokyo, 3yr tenure, 30yr+ RE investment abrdn Manulife AXA IM Singapore ING Real Estate GE Mitsui Fudosan, Stanford MBA Hitotsubashi BS, marketsgroup.org 2025 Elite Middle East Asia-Pacific Allocators Part 1


entity_id: tsao-family-office

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


entity_id: carol-seah

excerpt: 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


entity_id: wynnes-family-group

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


entity_id: andrew-fisher

excerpt: 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


entity_id: australian-retirement-trust

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


entity_id: charles-hyde

excerpt: 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


entity_id: new-zealand-superannuation-fund

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


entity_id: man-juttijudata

excerpt: 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


entity_id: thailand-government-pension-fund

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


entity_id: ahmed-mansour

excerpt: 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


entity_id: al-maktoum-investment-group

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


entity_id: veiverne-yuen

excerpt: 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


entity_id: blauwpark-partners

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


entity_id: alex-chin

excerpt: 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


entity_id: generali-malaysia-insurance-group

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


entity_id: elina-cherniavskaia

excerpt: 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


entity_id: mary-jane-fallon

excerpt: 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


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


entity_id: yong-kwee-soon

excerpt: 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


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


entity_id: henry-chau

excerpt: 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


entity_id: hong-kong-jockey-club-foundation

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


entity_id: ben-au

excerpt: 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


entity_id: ap-family-office

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


entity_id: fiona-nelson

excerpt: 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


entity_id: nasfund

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


entity_id: kosuke-okimori

excerpt: 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


entity_id: kewpie-pension-fund

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


entity_id: charles-wu

excerpt: 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


entity_id: state-super

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


entity_id: tuck-meng-yee

excerpt: 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


entity_id: jrt-partners

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


entity_id: kiyoshi-iwashina

excerpt: 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


entity_id: noritz-corporate-pension-fund

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


entity_id: shali-ligaretnam

excerpt: 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


entity_id: victorian-funds-management-corporation

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


entity_id: mark-rider

excerpt: 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


entity_id: brighter-super

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


excerpt: CIO


excerpt: CIO 16yr tenure


excerpt: Country Head Japan


excerpt: Founder CEO


excerpt: Head Investment Strategy


excerpt: Head Asset Allocation


excerpt: Senior Director Strategic Tactical Asset Allocation


excerpt: Group CEO


excerpt: Partner


excerpt: Director Investment Office


excerpt: Head Investment Office


excerpt: Head Investments


excerpt: Executive Investment Director 37yr tenure


excerpt: Investment Team Leader


excerpt: CIO and Founder


excerpt: Head Investment Stewardship


excerpt: CIO since Feb 2022


entity_id: calpers

excerpt: $383.4B AUM (2026), California, USA. Largest US public pension fund.


entity_id: stephen-gilmore

excerpt: CalPERS CIO, appointed 2024. Former CIO of New Zealand Superannuation Fund.


entity_id: june-kim

excerpt: CalPERS, manages $383.4B public markets portfolio. Former senior investment director at CalSTRS.


entity_id: calstrs

excerpt: $417.3B AUM (May 2026), California, USA. Largest educator-only pension fund.


entity_id: kirsty-jenkinson

excerpt: CalSTRS, appointed August 2025.


entity_id: nick-abel

excerpt: CalSTRS, appointed December 2025.


entity_id: new-york-state-common-retirement-fund


excerpt: $189.8B AUM (2018 estimate), New York, USA. Third largest US city pension fund.


entity_id: monte-tarbox

excerpt: NYC Comptroller's Bureau of Asset Management ($316.34B), appointed 2026.


entity_id: florida-state-board-of-administration

excerpt: $167.9B AUM (2016 est.), Florida, USA.


entity_id: teacher-retirement-system-of-texas

excerpt: $146.3B AUM (2018 est.), Texas, USA. 6th largest US pension fund.


excerpt: $115.6B AUM (2018 est.), New York, USA.


entity_id: wisconsin-investment-board

excerpt: $110.0B AUM (2018 est.), Wisconsin, USA.


entity_id: north-carolina-retirement-systems

excerpt: $106.9B AUM (2018 est.), North Carolina, USA.


entity_id: washington-state-investment-board

excerpt: $104.3B AUM (2018 est.), Washington, USA.


excerpt: $96.2B AUM (June 2026), Ohio, USA.


excerpt: $1.0T AUM (2026), USA. Largest US pension fund overall.


entity_id: mike-jerue

excerpt: FRTIB ($1T), promoted from deputy CIO in 2025-2026.


entity_id: michigan-department-of-treasury

excerpt: $110.5B AUM (2026), Michigan, USA. State pension system.


entity_id: jon-braeutigam

excerpt: Michigan Department of Treasury ($110.5B), appointed 2008.


entity_id: richelle-sugiyama

excerpt: PERSI ($27B), appointed October 2022.


entity_id: illinois-teachers-retirement-system-trs

excerpt: $81.08B AUM (March 2026), Illinois, USA.


entity_id: illinois-municipal-retirement-fund-imrf

excerpt: $55.0B AUM (2026), Illinois, USA. 95.8% funded.


excerpt: $72.8B AUM (June 2026), Pennsylvania, USA.


entity_id: new-mexico-state-investment-council

excerpt: New Mexico, USA. Investment management for state funds.


entity_id: kristin-varela

excerpt: New Mexico State Investment Council, appointed March 2026. Former CIO of Hawaii Employees' Retirement System.


entity_id: hawaii-employees-retirement-system

excerpt: Hawaii, USA.


entity_id: wyoming-state-treasurer-s-office

excerpt: Wyoming, USA.


entity_id: karl-cheng

excerpt: Wyoming State Treasurer's Office, appointed January 2026.


entity_id: texas-municipal-retirement-system

excerpt: Texas, USA.


entity_id: tom-masthay

excerpt: Texas Municipal Retirement System, appointed January 2026.


entity_id: minnesota-state-board-of-investment

excerpt: Minnesota, USA. $4.3B private markets pacing plan for 2026.


excerpt: Connecticut, USA. $1.17B+ private markets commitments in 2026.


entity_id: government-pension-fund-global-gpfg

excerpt: $2.20T AUM (April 2026), Norway. World's largest pension/SWF.


entity_id: safe-investment-company

excerpt: $1.69T AUM (April 2026), China.


entity_id: china-investment-corporation-cic

excerpt: $1.33T AUM (April 2026), China.


entity_id: public-investment-fund-pif

excerpt: $1.15T AUM (April 2026), Saudi Arabia.


entity_id: abu-dhabi-investment-authority-adia


entity_id: kuwait-investment-authority-kia

excerpt: $1.03T AUM (April 2026), Kuwait.


entity_id: gic-private-limited

excerpt: $847B AUM (April 2026), Singapore.


excerpt: $750B AUM (April 2026), Indonesia.


excerpt: $576B AUM (April 2026), Hong Kong.


entity_id: qatar-investment-authority-qia

excerpt: $557B AUM (April 2026), Qatar.


excerpt: $450B AUM (April 2026), China.


entity_id: turkey-wealth-fund

excerpt: $360B AUM (April 2026), Turkey.


entity_id: mubadala-investment-company

excerpt: $330B AUM (April 2026), UAE.


entity_id: temasek-holdings

excerpt: $324B AUM (April 2026), Singapore.


entity_id: korean-investment-corporation

excerpt: $181B AUM (April 2026), South Korea.


entity_id: future-fund

excerpt: $163B AUM (April 2026), Australia.


entity_id: russian-national-wealth-fund

excerpt: $174B AUM (April 2026), Russia.


entity_id: national-development-fund-of-iran

excerpt: $157B AUM (April 2026), Iran.


entity_id: samruk-kazyna

excerpt: $155B AUM (April 2026), Kazakhstan.


entity_id: khazanah-nasional-berhad

excerpt: $119B AUM (April 2026), Malaysia.


entity_id: adq-abu-dhabi-developmental-holding

excerpt: $251B AUM (April 2026), UAE.


entity_id: state-oil-fund-of-azerbaijan-sofaz

excerpt: $75B AUM (April 2026), Azerbaijan.


entity_id: alaska-permanent-fund

excerpt: $80B AUM (April 2026), Alaska, USA.


entity_id: brunei-investment-agency

excerpt: $73B AUM (April 2026), Brunei.


entity_id: oman-investment-authority

excerpt: $53B AUM (April 2026), Oman.


excerpt: C$793.3B / $793.3B AUM (March 2026), Canada. 7th largest pension fund worldwide.


excerpt: $517B AUM (2026), Quebec, Canada. 2nd largest Canadian pension fund.


entity_id: ontario-teachers-pension-plan-otpp

excerpt: $279.4B AUM (December 2025), Ontario, Canada.


excerpt: Ontario, Canada. Major public-sector pension fund.


entity_id: apg

excerpt: €601B AUM (December 2025), Netherlands. Direct subsidiary of Stichting Pensioenfonds ABP.


entity_id: universities-superannuation-scheme-uss

excerpt: United Kingdom. Largest UK pension fund (2022). Private pension for higher education.


entity_id: aviva-investors

excerpt: £234B AUM (2024), United Kingdom.


entity_id: new-zealand-superannuation-fund

excerpt: New Zealand. Government pension pre-funding fund founded 2001.


excerpt: $1.2T AUM (2026), USA. Fortune 500 company serving 4.7M individuals.


entity_id: nuveen

excerpt: Wholly owned subsidiary of TIAA. Investment solutions provider.


entity_id: northern-lgps

excerpt: United Kingdom. Local government pension scheme.


entity_id: john-dewey

excerpt: Northern LGPS, appointed 2026. Former CIO of West Yorkshire Pension Fund.


entity_id: west-yorkshire-pension-fund


entity_id: smart-pension

excerpt: United Kingdom. UK retirement plan provider.


entity_id: james-lawrence

excerpt: Smart Pension, London, promoted to CIO in 2026.


excerpt: United Kingdom. Major pension provider.


entity_id: rob-groves

excerpt: L&G Institutional Retirement, appointed 2026. Former CIO of Pension Insurance Corporation.


entity_id: pension-insurance-corporation-pic

excerpt: United Kingdom.


entity_id: lothian-pension-fund


entity_id: ge-aerospace

excerpt: USA. Private sector pension fund.


entity_id: harshal-chaudhari

excerpt: GE Aerospace, manages ~$90B in pension and savings assets.


entity_id: mercer

excerpt: Global consulting firm.


entity_id: niall-o-sullivan

excerpt: Mercer, appointed effective May 1, 2026.


excerpt: Chief Investment Officer, CalPERS $383.4B


excerpt: Deputy CIO Public Markets, manages $383.4B public markets


excerpt: Former senior investment director at CalSTRS


excerpt: Senior Investment Director, Private Markets & SISS, appointed August 2025


excerpt: Investment Director, SISS, appointed December 2025


excerpt: Chief Investment Officer, $316.34B Bureau of Asset Management


excerpt: Chief Investment Officer, $110.5B pension system


excerpt: Chief Investment Officer, $27B portfolio


excerpt: Chief Investment Officer, appointed March 2026


excerpt: Former Chief Investment Officer


excerpt: Chief Investment Officer, appointed January 2026


excerpt: Chief Investment Officer, $1.0T fund


excerpt: Chief Investment Officer, appointed 2026


excerpt: Chief Investment Officer, promoted 2026


excerpt: Chief Investment Officer, Global Pensions and Insurance, ~$90B


excerpt: Global Chief Investment Officer, appointed May 1, 2026


excerpt: Wholly owned subsidiary


entity_id: alex-shahidi

excerpt: Managing Partner Co-CIO at Evoke Advisors $20-25B LA, 25yr+ investment consulting, prior Merrill Lynch institutional consulting $10B+ co-founded ARIS launched RPAR ETF, CFA CIMA CFP CLU ChFC JD UC Hastings, marketsgroup.org 2025 Elite Private Wealth CIOs Part 1


entity_id: bryan-moore

excerpt: South Carolina Retirement System Investment Commission; appointed Oct 20, 2025; https://www.pionline.com/people-on-the-move/pi-south-carolina-retirement-system-cio-bryan-moore/


entity_id: evoke-advisors

excerpt: Evoke Advisors RIA $20-25B AUM, Los Angeles California, marketsgroup.org 2025


excerpt: AUM: $50.3 billion; https://www.pionline.com/people-on-the-move/pi-south-carolina-retirement-system-cio-bryan-moore/


entity_id: ben-pace

excerpt: CIO Partner at Cerity Partners $100-150B NYC, 35yr+ investment management, prior Deutsche Bank Private Wealth CIO US 1994+, marketsgroup.org 2025 Elite Private Wealth CIOs Part 1


entity_id: jenny-buck

excerpt: London CIV; appointed Jan 24, 2025; https://www.pionline.com/pension-funds/london-civ-names-jenny-buck-incoming-cio-replacing-aoifinn-devitt/


entity_id: cerity-partners

excerpt: Cerity Partners RIA $100-150B AUM, New York City, marketsgroup.org 2025


entity_id: aoifinn-devitt

excerpt: London CIV; departing as CIO; https://www.pionline.com/pension-funds/london-civ-names-jenny-buck-incoming-cio-replacing-aoifinn-devitt/


entity_id: bradford-long

excerpt: Managing Partner CIO at Fiducient Advisors $300-400B Chicago, joined 2012 researcher partner 2018 deputy CIO CIO 2023, prior Citigroup Wells Fargo, Colorado BA CFA, marketsgroup.org 2025 Elite Private Wealth CIOs Part 1


entity_id: london-civ

excerpt: London pension investment collective; https://www.pionline.com/pension-funds/london-civ-names-jenny-buck-incoming-cio-replacing-aoifinn-devitt/


entity_id: fiducient-advisors

excerpt: Fiducient Advisors OCIO $300-400B AUM, Chicago Illinois, marketsgroup.org 2025


entity_id: monte-tarbox

excerpt: New York City Retirement Systems; transitioned from interim to permanent CIO on Mar 31, 2026; https://www.pionline.com/institutional-investors/pension-funds/pi-new-york-city-cio-monte-tarbox/


entity_id: dhruv-maniktala

excerpt: CIO at True North Advisors Western Alternative Strategies $5-10B Dallas, 20yr+ public private markets M&A project finance power water infra Wachovia VP Russell Investment, IIT BTech U Georgia MBA CFA, marketsgroup.org 2025 Elite Private Wealth CIOs Part 1


entity_id: new-york-city-retirement-systems


entity_id: true-north-advisors

excerpt: True North Advisors RIA $5-10B AUM, Dallas Texas, marketsgroup.org 2025


entity_id: michael-charette

excerpt: Michigan MERS; promoted Feb 13, 2026; https://www.pionline.com/people-on-the-move/pi-michigan-mers-michael-charette-deputy-cio/


entity_id: dick-pfister

excerpt: Founder CEO at AlphaCore Advisory $1-5B San Diego, 25yr wealth advisory, prior Altegris Investments partner EVP, inaugural CAIA member, San Diego BS business admin, marketsgroup.org 2025 Elite Private Wealth CIOs Part 1


entity_id: alphacore-advisory

excerpt: AlphaCore Advisory RIA $1-5B AUM, San Diego California, marketsgroup.org 2025


entity_id: stephen-gilmore

excerpt: Named as next CIO of CalPERS; previously CIO at New Zealand Super; https://www.pionline.com/pension-funds/exclusive-interview-calpers-names-new-zealand-supers-stephen-gilmore-next-cio/


entity_id: donald-calcagni

excerpt: CIO at Mercer Advisors $67B Denver, 20yr tenure, oversees PE VC credit HF private markets, Chicago Booth MBA Widener MS taxation CFP QPA AIF, marketsgroup.org 2025 Elite Private Wealth CIOs Part 1


entity_id: new-zealand-super

excerpt: New Zealand superannuation fund; https://www.pionline.com/pension-funds/exclusive-interview-calpers-names-new-zealand-supers-stephen-gilmore-next-cio/


entity_id: mercer-advisors

excerpt: Mercer Advisors RIA $67B AUM, Denver Colorado, marketsgroup.org 2025


entity_id: calpers

excerpt: California Public Employees' Retirement System; https://www.pionline.com/pension-funds/exclusive-interview-calpers-names-new-zealand-supers-stephen-gilmore-next-cio/


entity_id: jack-ablin

excerpt: CIO at Cresset Capital $50-75B Chicago, 30yr+ money management, prior BMO Harris Bank EVP CIO 2001-2018, author Reading Minds and Markets WSJ bestseller, Boston U finance professor, Vassar math CS AB Boston U MBA CFA, marketsgroup.org 2025 Elite Private Wealth CIOs Part 1


entity_id: rasmus-cederholm

excerpt: AP Pension; promoted from Chief of Equities on May 10, 2021; https://www.pionline.com/pension-funds/ap-pension-promotes-equities-chief-cio/


entity_id: cresset-capital

excerpt: Cresset Capital family office wealth management $50-75B AUM, Chicago Illinois, marketsgroup.org 2025


entity_id: ap-pension


entity_id: john-bullman

excerpt: Investment Leader at LGT Financial Advisors $100-150B Dallas, 24yr+ AM portfolio construction, prior Rosewood single-family office, 25% YoY asset growth, Baylor BBA SMU MBA CFA CAIA, marketsgroup.org 2025 Elite Private Wealth CIOs Part 1


entity_id: mikko-mursula

excerpt: Ilmarinen; appointed 2025; https://www.pionline.com/pension-funds/finlands-ilmarinen-chooses-mikko-mursula-ceo/


entity_id: lgt-financial-advisors

excerpt: LGT Financial Advisors private wealth $100-150B AUM, Dallas Texas, marketsgroup.org 2025


entity_id: ilmarinen

excerpt: Finnish pension insurance company; https://www.pionline.com/pension-funds/finlands-ilmarinen-chooses-mikko-mursula-ceo/


entity_id: michael-dow

excerpt: CIO Chairman IC at Beacon Pointe Advisors $20-25B Newport Beach, prior UBS Global AM US core plus EM corporate debt PIMCO IG corporate Salomon Brothers, Illinois BS accountancy Booth MBA CFA CAIA CPA, marketsgroup.org 2025 Elite Private Wealth CIOs Part 2


entity_id: michelle-ostermann

excerpt: Pension Protection Fund; lined up as next CEO on Jan 17, 2024; https://www.pionline.com/pension-funds/pension-protection-fund-lines-michelle-ostermann-next-ceo


entity_id: beacon-pointe-advisors

excerpt: Beacon Pointe Advisors RIA $20-25B AUM, Newport Beach California, marketsgroup.org 2025


entity_id: pension-protection-fund


entity_id: michael-vogelzang

excerpt: CIO at CAPTRUST $100-150B Boston, 30yr+ AM, prior Boston Advisors president CIO Freedom Capital Shawmut Investment Management The Boston Company, CFA CFA Society Boston, marketsgroup.org 2025 Elite Private Wealth CIOs Part 2


entity_id: saad-alfadly

excerpt: Formerly CEO of Hassana Investment Co ($320 billion pension fund); appointed Saudi chairman at Brookfield; https://www.pionline.com/institutional-investors/sovereign-wealth-funds/pi-brookfield-ex-saudi-chairman-pension-fund-saad-alfadly/


entity_id: captrust

excerpt: CAPTRUST retirement advisory $100-150B AUM, Boston Massachusetts, marketsgroup.org 2025


entity_id: hassana-investment-co

excerpt: Saudi Arabia; AUM: $320 billion; https://www.pionline.com/institutional-investors/sovereign-wealth-funds/pi-brookfield-ex-saudi-chairman-pension-fund-saad-alfadly/


entity_id: ramesh-poola

excerpt: Co-CIO at Creative Planning $200-300B Chicago, 20yr managing investments HNW family offices institutions, IIT Madras PhD mechanical engineering Chicago Booth MBA CFA, marketsgroup.org 2025 Elite Private Wealth CIOs Part 2


entity_id: brookfield


entity_id: creative-planning

excerpt: Creative Planning RIA $200-300B AUM, Chicago Illinois, marketsgroup.org 2025


entity_id: carsten-stendevad

excerpt: Acumen; appointed May 9, 2025; former Bridgewater executive and Danish pension fund CEO; https://www.pionline.com/money-management/acumen-names-carsten-stendevad-former-bridgewater-exec-and-danish-pension-fund-ceo/


entity_id: marc-zabicki

excerpt: CIO Director Research at LPL Financial $35-50B Charlotte, 30yr global markets, prior Bower Hill Capital CIO Ameriprise Financial global AA committee Salomon Citigroup, Florida State BS economics CFA, marketsgroup.org 2025 Elite Private Wealth CIOs Part 2


entity_id: acumen


entity_id: lpl-financial

excerpt: LPL Financial broker-dealer wealth management $35-50B AUM, Charlotte North Carolina, marketsgroup.org 2025


entity_id: bridgewater

excerpt: Bridgewater Associates; employer of Carsten Stendevad; https://www.pionline.com/money-management/acumen-names-carsten-stendevad-former-bridgewater-exec-and-danish-pension-fund-ceo/


entity_id: peter-boockvar

excerpt: CIO at Bleakley Financial Group $10-15B NYC, 30yr macroeconomic analysis, prior Lindsey Group MD chief market analyst Omega Advisors macro PM Miller Tabak equity strategy, George Washington BBA finance magna cum laude, marketsgroup.org 2025 Elite Private Wealth CIOs Part 2


entity_id: mike-jerue

excerpt: Federal Retirement Thrift Investment Board; appointed Mar 11, 2026; https://www.pionline.com/people-on-the-move/pi-federal-retirement-thrift-board-cio/


entity_id: bleakley-financial-group

excerpt: Bleakley Financial Group RIA $10-15B AUM, New York City, marketsgroup.org 2025


excerpt: FRTIB manages the Thrift Savings Plan; https://www.pionline.com/people-on-the-move/pi-federal-retirement-thrift-board-cio/


entity_id: kevin-grogan

excerpt: CIO Systematic Strategies at Focus Partners Wealth $20-30B St Louis, 17yr tenure, co-authored 3 books with Larry Swedroe Journal of Investing, Missouri State BS finance SLU MBA CFA CFP, marketsgroup.org 2025 Elite Private Wealth CIOs Part 4


entity_id: dianne-sandoval

excerpt: Maryland State Retirement & Pension System; appointed Nov 2025; https://www.pionline.com/people-on-the-move/pi-maryland-retirement-pension-chief-investment-officer-november-2025/


entity_id: focus-partners-wealth

excerpt: Focus Partners Wealth RIA $20-30B AUM, St Louis Missouri, marketsgroup.org 2025


entity_id: david-romhilt

excerpt: Founding Partner CIO at Summit Trail Advisors $20-30B NYC, 9yr tenure, 20yr+ private wealth, prior Barclays Wealth global head alts Lehman Brothers Neuberger Berman Trust Cambridge Associates, Wake Forest BA CFA, marketsgroup.org 2025 Elite Private Wealth CIOs Part 4


entity_id: marlene-puffer

excerpt: AIMCo (Alberta Investment Management Co.); appointed Dec 13, 2022; https://www.pionline.com/pension-funds/aimco-appoints-marlene-puffer-cio/


entity_id: summit-trail-advisors

excerpt: Summit Trail Advisors RIA $20-30B AUM, New York City, marketsgroup.org 2025


entity_id: aimco

excerpt: Alberta Investment Management Corporation; https://www.pionline.com/pension-funds/aimco-appoints-marlene-puffer-cio/


entity_id: john-apruzzese

excerpt: CIO Partner at Evercore Wealth Management $10-15B NYC, 16yr tenure, 30yr+ HNW portfolio mgmt prior US Trust 24yr $2B, Bucknell BA NYU MBA CFA, marketsgroup.org 2025 Elite Private Wealth CIOs Part 4


entity_id: kevin-fahey

excerpt: CAAT Pension Plan; promoted Feb 5, 2026; https://www.pionline.com/people-on-the-move/pi-caat-pension-fahey-cio-haque/


entity_id: evercore-wealth-management

excerpt: Evercore Wealth Management RIA $10-15B AUM, New York City, marketsgroup.org 2025


entity_id: caat-pension-plan

excerpt: CAAT Pension Plan; https://www.pionline.com/people-on-the-move/pi-caat-pension-fahey-cio-haque/


entity_id: sandip-bhagat

excerpt: CIO at Whittier Trust Company $20-30B LA, 9yr tenure, 25yr+ Vanguard active passive equity Morgan Stanley IM Travelers Citigroup AM, Mumbai BS chemical engineering UConn MS chemical engineering MBA CFA, marketsgroup.org 2025 Elite Private Wealth CIOs Part 4


entity_id: emmanuel-bocquet

excerpt: Lothian Pension Fund; selected as next CIO; https://www.pionline.com/pension-funds/lothian-pension-fund-selects-emmanuel-bocquet-next-cio/


entity_id: whittier-trust-company

excerpt: Whittier Trust Company family office $20-30B AUM, Los Angeles California, marketsgroup.org 2025


entity_id: lothian-pension-fund

excerpt: Lothian Pension Fund; https://www.pionline.com/pension-funds/lothian-pension-fund-selects-emmanuel-bocquet-next-cio/


entity_id: cameron-dawson

excerpt: CIO at NewEdge Wealth $15-20B NYC, 2yr tenure, prior Fieldpoint Private Securities chief market strategist BofA senior equity analyst, Rollins undergrad and MBA, marketsgroup.org 2025 Elite Private Wealth CIOs Part 4


entity_id: deepak-devaraj

excerpt: Knights of Columbus Asset Advisors; appointed Feb 2026; https://www.pionline.com/people-on-the-move/pi-knights-columbus-cio-devaraj-oppenheimer/


entity_id: newedge-wealth

excerpt: NewEdge Wealth RIA $15-20B AUM, New York City, marketsgroup.org 2025


entity_id: knights-of-columbus-asset-advisors

excerpt: Knights of Columbus subsidiary; https://www.pionline.com/people-on-the-move/pi-knights-columbus-cio-devaraj-oppenheimer/


entity_id: michael-serio

excerpt: CIO at Trilogy Financial $50-75B Denver, 1yr tenure, 25yr+ Ashton Thomas CIS Wells Fargo Private Bank regional CIO $49B JPMorgan Citigroup, CFA CAIA, marketsgroup.org 2025 Elite Private Wealth CIOs Part 4


entity_id: kristin-varela

excerpt: New Mexico State Investment Council; appointed Mar 24, 2026; previously CIO at Hawaii ERS; https://www.pionline.com/portfolio-management/chief-investment-officers/pi-new-mexico-state-investment-council-names-new-cio-march-2026/


entity_id: trilogy-financial

excerpt: Trilogy Financial wealth management $50-75B AUM, Denver Colorado, marketsgroup.org 2025


entity_id: new-mexico-state-investment-council


entity_id: keith-cardoza

excerpt: CIO at Brownson Rehmus Foxworth $5-10B Chicago, 16yr tenure, prior Illinois State Board Investment $6B equity Boeing IC chair $41B, Chicago BA economics CFA, marketsgroup.org 2025 Elite Private Wealth CIOs Part 4


entity_id: hawaii-employees-retirement-system

excerpt: Hawaii ERS; former employer of Kristin Varela; https://www.pionline.com/portfolio-management/chief-investment-officers/pi-new-mexico-state-investment-council-names-new-cio-march-2026/


entity_id: brownson-rehmus-foxworth

excerpt: Brownson Rehmus Foxworth family office advisory $5-10B AUM, Chicago Illinois, marketsgroup.org 2025


entity_id: brian-oravec

excerpt: Realterm; appointed Nov 15, 2024; https://www.pionline.com/money-management/brian-oravec-named-realterms-chief-investment-officer-asia-pacific/


excerpt: Managing Partner Co-CIO


entity_id: realterm

excerpt: Realterm infrastructure/real assets firm; https://www.pionline.com/money-management/brian-oravec-named-realterms-chief-investment-officer-asia-pacific/


excerpt: CIO and Partner


entity_id: justin-lord

excerpt: AIMCo; appointed Jul 11, 2025; promoted internally; https://www.pionline.com/institutional-investors/pension-funds/pi-aimco-chief-investment-officer-justin-lord-alberta-canada/


excerpt: Managing Partner CIO since 2023


entity_id: k-niles-bryant

excerpt: Bowdoin College; joined a family office on Feb 2026; https://www.pionline.com/people-on-the-move/pi-bowdoin-college-searching-chief-investment-officer-february-2026/


excerpt: CIO


entity_id: bowdoin-college

excerpt: Bowdoin College endowment (Brunswick, Maine); https://www.pionline.com/people-on-the-move/pi-bowdoin-college-searching-chief-investment-officer-february-2026/


excerpt: Founder CEO


entity_id: stephen-mclennan

excerpt: Ontario Teachers' Pension Plan; dual CIO structure with Gillian Brown; 2-year tenure as of Jan 22, 2026; https://www.pionline.com/portfolio-management/chief-investment-officers/pi-ontario-teachers-cio-interview/


excerpt: CIO 20yr tenure


entity_id: gillian-brown

excerpt: Ontario Teachers' Pension Plan; dual CIO structure with Stephen McLennan; 2-year tenure as of Jan 22, 2026; https://www.pionline.com/portfolio-management/chief-investment-officers/pi-ontario-teachers-cio-interview/


entity_id: ontario-teachers-pension-plan

excerpt: OTPP; dual CIO leadership; https://www.pionline.com/portfolio-management/chief-investment-officers/pi-ontario-teachers-cio-interview/


excerpt: Investment Leader


entity_id: michael-eakins

excerpt: Pension Insurance Corp.; appointed Mar 9, 2026; https://www.pionline.com/people-on-the-move/pi-pic-eakins-ceo-standard-life-athora-uk/


excerpt: CIO Chairman IC


entity_id: pension-insurance-corp

excerpt: PIC; UK defined benefit pension insurer; https://www.pionline.com/people-on-the-move/pi-pic-eakins-ceo-standard-life-athora-uk/


entity_id: phil-butler

excerpt: People's Partnership; appointed Dec 4, 2024; https://www.pionline.com/pension-funds/peoples-partnership-appoints-phil-butler-deputy-chief-investment-officer


excerpt: Co-CIO


entity_id: people-s-partnership


excerpt: CIO Director Research


entity_id: nicholas-liolis

excerpt: Guardian Life Insurance; manages $84 billion portfolio; https://www.pionline.com/portfolio-management/chief-investment-officers/pi-nicholas-liolis-cio-guardian-life-insurance/


entity_id: guardian-life-insurance

excerpt: Guardian Life Insurance; AUM: $84 billion; https://www.pionline.com/portfolio-management/chief-investment-officers/pi-nicholas-liolis-cio-guardian-life-insurance/


excerpt: CIO Systematic Strategies


entity_id: angela-miller-may


excerpt: Founding Partner CIO


entity_id: illinois-municipal-retirement-fund


excerpt: CIO and Partner


entity_id: jose-morago

excerpt: People's Pension; appointed Jul 1, 2025; UK master trust; https://www.pionline.com/people-on-the-move/pi-peoples-pension-chief-risk-officer/


excerpt: CIO


entity_id: people-s-pension


entity_id: luis-a-lugo

excerpt: LACERA; appointed Feb 4, 2026; https://www.pionline.com/people-on-the-move/pi-lacera-ceo-logo-kreimann-los-angeles/


entity_id: lacera

excerpt: Los Angeles County Employees Retirement Association; https://www.pionline.com/people-on-the-move/pi-lacera-ceo-logo-kreimann-los-angeles/


excerpt: CIO; appointed Oct 20, 2025


excerpt: CIO (incoming); appointed Jan 24, 2025


excerpt: CIO (outgoing); replaced by Jenny Buck


excerpt: CIO (permanent); transitioned from interim status Mar 31, 2026


excerpt: Deputy CIO; promoted Feb 13, 2026


excerpt: CIO (incoming); from New Zealand Super


excerpt: CIO (previous); moving to CalPERS


excerpt: CIO; promoted from Chief of Equities on May 10, 2021


excerpt: CEO; chosen 2025


excerpt: CEO (incoming); lined up Jan 17, 2024


excerpt: Saudi Chairman (current); from Hassana Investment


excerpt: CEO (previous); $320 billion SWF


excerpt: President/CIO; appointed May 9, 2025; from Bridgewater and Danish pension fund


excerpt: Executive (previous); joined Acumen as President/CIO


excerpt: CIO; appointed Mar 11, 2026


excerpt: CIO; appointed Nov 2025; $73.5 billion fund


excerpt: CIO; appointed Dec 13, 2022


excerpt: CIO; promoted Feb 5, 2026


excerpt: CIO (incoming); selected as next CIO


excerpt: President/CIO; appointed Feb 2026


excerpt: CIO; appointed Mar 24, 2026; from Hawaii ERS


excerpt: CIO (previous); moved to New Mexico SIC


excerpt: CIO Asia-Pacific; appointed Nov 15, 2024


excerpt: CIO; appointed Jul 11, 2025; internal promotion


excerpt: CIO (departing); joined family office Feb 2026


excerpt: Co-CIO with Gillian Brown; 2-year tenure as of Jan 22, 2026


excerpt: Co-CIO with Stephen McLennan; 2-year tenure as of Jan 22, 2026


excerpt: CEO; appointed Mar 9, 2026; UK DB insurer


excerpt: Deputy CIO; appointed Dec 4, 2024


excerpt: CIO; manages $84 billion portfolio


excerpt: CIO; featured interview Jan 2026


excerpt: Chief Risk Officer; appointed Jul 1, 2025; UK master trust


excerpt: CEO; appointed Feb 4, 2026


entity_id: jeffrey-garden

excerpt: CIO at Lido Advisors $20-30B LA, 10yr tenure, prior Union Bank of Israel Diamond District lead investment consultant, Michigan MADS Open U Israel MBA San Jose State BA CFA, marketsgroup.org 2025 Elite Private Wealth CIOs Part 3


entity_id: lido-advisors

excerpt: Lido Advisors RIA $20-30B AUM, Los Angeles California, marketsgroup.org 2025


entity_id: rafia-hasan

excerpt: CIO at Perigon Wealth Management $5-10B Chicago, 1yr tenure, prior Wipfli Financial Advisors CIO Dimensional Fund Advisors Citibank CS Alternative Investments, Wellesley econ math UT Austin McCombs MBA, marketsgroup.org 2025 Elite Private Wealth CIOs Part 3


entity_id: perigon-wealth-management

excerpt: Perigon Wealth Management RIA $5-10B AUM, Chicago Illinois, marketsgroup.org 2025


entity_id: andrew-mehalko

excerpt: CIO Partner at FFT Wealth Management $20-30B West Palm Beach, 6yr tenure, founded AM Global Family Investment Office, 12yr GenSpring Family Offices CIO $450M to $20B+, UNC Greensboro finance CFA, marketsgroup.org 2025 Elite Private Wealth CIOs Part 3


entity_id: fft-wealth-management

excerpt: FFT Wealth Management RIA $20-30B AUM, West Palm Beach Florida, marketsgroup.org 2025


entity_id: michael-crook

excerpt: CIO at Mill Creek Capital Advisors $10-15B NYC, 4yr tenure, prior UBS Investment Strategy MD Lehman Brothers Barclays, NYU MS economics Georgia BS CAIA, marketsgroup.org 2025 Elite Private Wealth CIOs Part 3


entity_id: mill-creek-capital-advisors

excerpt: Mill Creek Capital Advisors RIA $10-15B AUM, New York City, marketsgroup.org 2025


entity_id: alan-mcknight

excerpt: EVP CIO at Regions Asset Management $70B managed $150B advised Atlanta, 9yr tenure, prior Truist MD head institutional investments SunTrust CIO, Washington Lee BA UT Austin MBA CFA, marketsgroup.org 2025 Elite Private Wealth CIOs Part 3


entity_id: regions-asset-management

excerpt: Regions Asset Management Regions Bank wealth $70B managed, Atlanta Georgia, marketsgroup.org 2025


entity_id: oscarlyn-elder

excerpt: Co-CIO at Truist Advisory Services $50-75B Richmond, 5yr tenure, 25yr+ financial services SunTrust Northeast expansion, CFA CAIA member, marketsgroup.org 2025 Elite Private Wealth CIOs Part 3


entity_id: truist-advisory-services

excerpt: Truist Advisory Services bank wealth management $50-75B AUM, Richmond Virginia, marketsgroup.org 2025


entity_id: jeff-krumpelman

excerpt: Chief Investment Strategist at Mariner Wealth Advisors $200-300B Cincinnati, 6yr tenure, prior US Bank PM Hilliard Lyons head investments Fifth Third AM director, DePauw BA economics Kellogg MM CFA, marketsgroup.org 2025 Elite Private Wealth CIOs Part 3


entity_id: mariner-wealth-advisors

excerpt: Mariner Wealth Advisors RIA $200-300B AUM, Cincinnati Ohio, marketsgroup.org 2025


entity_id: michael-sluder

excerpt: CIO at The Family Office at Synovus $10-15B Columbus, 18yr tenure, prior SFO alts RE multi-gen trust SouthTrust bond trader, Alabama master BA economics CFA, marketsgroup.org 2025 Elite Private Wealth CIOs Part 3


entity_id: the-family-office-at-synovus

excerpt: The Family Office at Synovus bank $10-15B AUM, Columbus Georgia, marketsgroup.org 2025


entity_id: annie-chao

excerpt: Deputy CIO at LAFPP $33.5B LA, 13yr tenure, grew fund $13.9B to $33.5B top 10th pct, real assets investment policy, marketsgroup.org 2025 The Next Elite Part 1


excerpt: LAFPP public pension $33.5B AUM, Los Angeles California, marketsgroup.org 2025


entity_id: eneasz-kadzela

excerpt: Deputy CIO Head PE at NYC Bureau of Asset Management $280B NYC, 10yr tenure, $39B PE alts credit portfolio, prior Small Business Investor Alliance director research Cross Research equity associate, CFA CAIA, marketsgroup.org 2025 The Next Elite Part 1


entity_id: jason-morrow

excerpt: Deputy CIO at Utah Retirement Systems $45B Salt Lake City, 17yr tenure DCIO since 2015, prior corporate finance healthcare data systems, Utah adjunct finance professor CAIA Advisory Committee, marketsgroup.org 2025 The Next Elite Part 1


entity_id: utah-retirement-systems

excerpt: Utah Retirement Systems public pension $45B AUM, Salt Lake City Utah, marketsgroup.org 2025


entity_id: frank-atkins

excerpt: Senior Director at TMRS $43B Austin, prior BofA Truist senior equity analyst 6yr Cambridge Associates endowment foundation, Yale MBA Richmond BS finance CFA CAIA, marketsgroup.org 2025 The Next Elite Part 2


entity_id: texas-municipal-retirement-system

excerpt: TMRS public pension $43B AUM, Austin Texas, marketsgroup.org 2025


entity_id: ed-berman

excerpt: CRO at NYC Teachers Retirement System Bureau AM $286B NYC, prior JPMorgan AM global investment team CRO PrinceRidge Bear Stearns quant finance, Boston U PhD physical chemistry NYU Stern MBA, marketsgroup.org 2025 The Next Elite Part 2


excerpt: NYC TRS public pension $286B AUM, New York City, marketsgroup.org 2025


entity_id: carol-chan

excerpt: Deputy CIO at EY pension $28B+ NYC, 15yr tenure, prior Hewitt Associates global manager research Dun Bradstreet director trust investments Thomson Financial CFO, CFA, marketsgroup.org 2025 The Next Elite Part 2


entity_id: ey-pension

excerpt: Ernst and Young corporate pension $28B+ AUM, New York City, marketsgroup.org 2025


entity_id: doug-macbean

excerpt: Senior MD Investments Deputy CIO at Caltech Investment Office $4.2B Pasadena, prior Nazarian Enterprises SFO assoc director Stanford Management Company 5yr Robertson Stephens Jefferies sell-side, Harvard AB government magna cum laude UCLA Anderson MBA, marketsgroup.org 2025 The Next Elite Part 2


entity_id: caltech-investment-office

excerpt: California Institute of Technology endowment $4.2B AUM, Pasadena California, marketsgroup.org 2025


entity_id: tom-masthay

excerpt: Deputy CIO at TMRS $43B Austin, 10yr tenure DCIO scaling private markets, UK BBA MBA CFA CAIA FRM, marketsgroup.org 2025 The Next Elite Part 2


excerpt: CIO


excerpt: CIO and Partner


excerpt: EVP CIO


excerpt: Co-CIO


excerpt: Chief Investment Strategist


excerpt: CIO 18yr tenure


excerpt: Deputy CIO


excerpt: Deputy CIO Head PE


excerpt: Deputy CIO since 2015


excerpt: Senior Director


excerpt: CRO


excerpt: Senior MD Deputy CIO


entity_id: bridgewater-associates

excerpt: Westport, CT. AUM $78B as of June 2025. Pensions & Investments.


entity_id: alex-shahidi

excerpt: Evoke Advisors | marketsgroup.org 2025 Elite Private Wealth CIOs - Part 1


entity_id: millennium-management

excerpt: New York, NY. AUM $77.5B as of June 2025. Pensions & Investments.


entity_id: ben-pace

excerpt: Cerity Partners | marketsgroup.org 2025 Elite Private Wealth CIOs - Part 1


entity_id: elliott-investment-management

excerpt: West Palm Beach, FL. AUM $76.1B as of June 2025. Pensions & Investments.


entity_id: bradford-long

excerpt: Fiducient Advisors | marketsgroup.org 2025 Elite Private Wealth CIOs - Part 1


entity_id: citadel-llc

excerpt: Miami, FL. AUM $67.6B as of June 2025. Pensions & Investments.


entity_id: dhruv-maniktala

excerpt: True North Advisors & Western Alternative Strategies | marketsgroup.org 2025 Elite Private Wealth CIOs - Part 1


entity_id: man-group

excerpt: London, UK. AUM $66.5B as of June 2025. Pensions & Investments.


entity_id: dick-pfister

excerpt: AlphaCore Advisory | marketsgroup.org 2025 Elite Private Wealth CIOs - Part 1


entity_id: d-e-shaw-co

excerpt: New York, NY. AUM $60.4B as of June 2025. Pensions & Investments.


entity_id: donald-calcagni

excerpt: Mercer Advisors | marketsgroup.org 2025 Elite Private Wealth CIOs - Part 1


entity_id: aqr-capital-management

excerpt: Greenwich, CT. AUM $51B as of June 2025. Pensions & Investments.


entity_id: jordan-kahn

excerpt: HCR Wealth Advisors | marketsgroup.org 2025 Elite Private Wealth CIOs - Part 1


entity_id: two-sigma

excerpt: New York, NY. AUM $51B as of June 2025. Pensions & Investments.


entity_id: jack-ablin

excerpt: Cresset Capital | marketsgroup.org 2025 Elite Private Wealth CIOs - Part 1


entity_id: renaissance-technologies

excerpt: Multi-strategy quantitative fund. Hedgeweek 2025.


entity_id: john-bullman

excerpt: LGT Financial Advisors | marketsgroup.org 2025 Elite Private Wealth CIOs - Part 1


entity_id: tiger-global-management

excerpt: Tiger Global generates billions for clients annually. Chase Coleman is founder. InvestmentNews.


entity_id: michael-dow

excerpt: Beacon Pointe Advisors | marketsgroup.org 2025 Elite Private Wealth CIOs - Part 2


entity_id: taula-capital-management

excerpt: London, UK. Founded 2024. Raised $5B. Founded by Diego Megia, ex-Millennium. Hedgeweek 2024.


entity_id: michael-vogelzang

excerpt: CAPTRUST | marketsgroup.org 2025 Elite Private Wealth CIOs - Part 2


entity_id: jain-global

excerpt: New York, NY. Founded July 2024. AUM $5.3B. Founded by Bobby Jain, ex-Millennium CIO. Business Standard 2024.


entity_id: peter-phillips

excerpt: Washington Trust Wealth Management | marketsgroup.org 2025 Elite Private Wealth CIOs - Part 2


entity_id: nexus-commodities-capital-management

excerpt: Singapore. Founded 2025. AUM $1B+ from Millennium allocation. Qin Xiao (CIO), ex-Goldman commodities head. Hedgeweek 2025.


entity_id: ramesh-poola

excerpt: Creative Planning | marketsgroup.org 2025 Elite Private Wealth CIOs - Part 2


excerpt: Singapore. Founded May 2025. Target AUM $700M. Neeraj Seth (Founder, CIO), ex-BlackRock APAC CIO. Hedgeweek 2025.


entity_id: marc-zabicki

excerpt: LPL Financial | marketsgroup.org 2025 Elite Private Wealth CIOs - Part 2


entity_id: palinuro-capital

excerpt: Amsterdam, Netherlands. Launched January 2025. AUM $50M-$400M target. Alfonso Peccatiello (Founder). Hedgeweek 2025.


entity_id: timothy-d-calkins

excerpt: Nottingham Advisors | marketsgroup.org 2025 Elite Private Wealth CIOs - Part 2


entity_id: dovehouse-capital

excerpt: Abu Dhabi, UAE. Launched Q2 2025. Target AUM $150M. Founded by Martin Rasmussen (ex-UBS) and Claus Rosenberg Gotthard. Paragon Alpha 2025.


entity_id: peter-boockvar

excerpt: Bleakley Financial Group | marketsgroup.org 2025 Elite Private Wealth CIOs - Part 2


entity_id: polymer-capital-management

excerpt: Hong Kong. Founded 2019. Manages multiple Japan-focused funds. Founders include Daisuke Nakayama (ex-JP Morgan) and Angus Wai (ex-Point72). Hedgeweek 2025.


entity_id: kurt-nye

excerpt: MAI Capital Management | marketsgroup.org 2025 Elite Private Wealth CIOs - Part 2


entity_id: mgx-fund-management

excerpt: Abu Dhabi, UAE. Target AUM $100B. Partnerships with BlackRock, Microsoft, OpenAI, Oracle. Founded 2025. Paragon Alpha 2025.


entity_id: lindsey-woodward

excerpt: Abacus Wealth Partners | marketsgroup.org 2025 Elite Private Wealth CIOs - Part 2


entity_id: altimeter-capital-management

excerpt: New York. AUM $18.75B as of December 2025. Clark Tang (Manager). Focus: AI, software, semiconductors. Institutional Investor 2025.


entity_id: wayne-yi

excerpt: Simon Quick Advisors | marketsgroup.org 2025 Elite Private Wealth CIOs - Part 2


entity_id: empyrean-capital-partners

excerpt: New York. AUM $3B. Kate Fisher Baumann (Manager). Institutional Investor 2025.


entity_id: jeffrey-garden

excerpt: Lido Advisors | marketsgroup.org 2025 Elite Private Wealth CIOs - Part 3


entity_id: tekne-capital-management

excerpt: New York. AUM $1.2B. Hussein Sacoor (Manager). Institutional Investor 2025.


entity_id: rafia-hasan

excerpt: Perigon Wealth Management | marketsgroup.org 2025 Elite Private Wealth CIOs - Part 3


entity_id: drill-capital-management

excerpt: New York. Launched January 2025. Minimal AUM at launch. Farid Guindo (Founder). Institutional Investor 2025.


entity_id: andrew-mehalko

excerpt: FFT Wealth Management | marketsgroup.org 2025 Elite Private Wealth CIOs - Part 3


entity_id: coatue-management

excerpt: New York. AUM $55B (private side). Malachi Price (Manager). Institutional Investor 2025.


entity_id: michael-crook

excerpt: Mill Creek Capital Advisors | marketsgroup.org 2025 Elite Private Wealth CIOs - Part 3


entity_id: karana-capital

excerpt: New York. Launched December 2023. Returns +274% net (through June 2025), +151% in 2024. Yuxi Li (Founder, CEO, CIO). Hedge Fund Journal 2025.


entity_id: alan-mcknight-jr

excerpt: Regions Asset Management | marketsgroup.org 2025 Elite Private Wealth CIOs - Part 3


excerpt: South Africa. Tumi Loate (Co-Portfolio Manager). Hedge Fund Journal 2025.


entity_id: andrew-kelsen

excerpt: Moneta | marketsgroup.org 2025 Elite Private Wealth CIOs - Part 3


entity_id: sternlight-capital-partners

excerpt: Launched 2023. Backed by CPP Investments. Stefan Tsonev (CIO, Founder). Alternatives Watch 2025.


entity_id: susie-wang

excerpt: Balentine | marketsgroup.org 2025 Elite Private Wealth CIOs - Part 3


entity_id: haverstock-capital

excerpt: Launched 2024. AUM $300M across three accounts. Moni Sternbach & Lyndsey Starr (Co-Founders). Hedge Fund Journal 2025.


entity_id: oscarlyn-elder

excerpt: Truist Advisory Services, Inc. | marketsgroup.org 2025 Elite Private Wealth CIOs - Part 3


entity_id: aeonea

excerpt: Backing $1.5B+ from Millennium. Rob Tau (Founder, ex-Balyasny). Pensions & Investments 2025.


entity_id: jeff-krumpelman

excerpt: Mariner Wealth Advisors | marketsgroup.org 2025 Elite Private Wealth CIOs - Part 3


entity_id: invictus-investment-partners

excerpt: Hong Kong. Launch Q1 2026. AUM $200M+ anchor (Squarepoint/other). Tomohiro Yamaguchi (Founder, ex-Point72). Co-founder: Kirtes Bharti (ex-BNP Paribas). Hedgeweek 2025.


entity_id: michael-sluder

excerpt: The Family Office at Synovus | marketsgroup.org 2025 Elite Private Wealth CIOs - Part 3


entity_id: lean-arc-investment-management

excerpt: Founded by Ken Lai, ex-Hillhouse TMT vet. Pensions & Investments 2025.


entity_id: kevin-grogan

excerpt: Focus Partners Wealth | marketsgroup.org 2025 Elite Private Wealth CIOs - Part 4


excerpt: Launched June 2026. Founder: ex-Two Sigma veteran. Backed by Blackstone. Hedgeweek 2026.


entity_id: david-romhilt

excerpt: Summit Trail Advisors | marketsgroup.org 2025 Elite Private Wealth CIOs - Part 4


entity_id: rfm-japan-hedge-fund

excerpt: Attracted $800M in first year through 2025. Japan Times 2025.


entity_id: john-apruzzese

excerpt: Evercore Wealth Management | marketsgroup.org 2025 Elite Private Wealth CIOs - Part 4


entity_id: diego-megia

excerpt: Ex-Millennium Management trader. Founded Taula Capital Management in 2024.


entity_id: jim-worden

excerpt: The Wealth Consulting Group | marketsgroup.org 2025 Elite Private Wealth CIOs - Part 4


entity_id: bobby-jain

excerpt: Ex-Millennium Management co-CIO. Founded Jain Global in July 2024.


entity_id: sandip-bhagat

excerpt: Whittier Trust Company | marketsgroup.org 2025 Elite Private Wealth CIOs - Part 4


entity_id: qin-xiao

excerpt: Ex-Goldman Sachs co-head of global commodities trading. Founded Nexus Commodities Capital Management in 2025.


entity_id: cameron-dawson

excerpt: NewEdge Wealth | marketsgroup.org 2025 Elite Private Wealth CIOs - Part 4


entity_id: neeraj-seth

excerpt: Ex-BlackRock APAC CIO. Founded 3R Investment Management in May 2025.


entity_id: michael-serio

excerpt: Trilogy Financial | marketsgroup.org 2025 Elite Private Wealth CIOs - Part 4


entity_id: alfonso-peccatiello

excerpt: Global macro strategist, founder of The Macro Compass. Founded Palinuro Capital in January 2025.


entity_id: keith-cardoza

excerpt: Brownson, Rehmus & Foxworth | marketsgroup.org 2025 Elite Private Wealth CIOs - Part 4


entity_id: martin-rasmussen

excerpt: Ex-UBS banker. Co-founded Dovehouse Capital in Q2 2025.


entity_id: evoke-advisors

excerpt: marketsgroup.org 2025 Elite Private Wealth CIOs - Part 1


entity_id: claus-rosenberg-gotthard

excerpt: Entrepreneur. Co-founded Dovehouse Capital in Q2 2025.


entity_id: cerity-partners


entity_id: daisuke-nakayama

excerpt: Ex-JP Morgan. Leads Japan-focused equity long/short fund at Polymer Capital.


entity_id: fiducient-advisors


entity_id: angus-wai

excerpt: Ex-Point72 Asia head. Founded Polymer Capital Management in 2019.


entity_id: clark-tang

excerpt: Altimeter Capital Management manager. Tech-focused. Early Nvidia investor (+900% since 2023). Institutional Investor 2025.


entity_id: alphacore-advisory


entity_id: kate-fisher-baumann

excerpt: Empyrean Capital Partners. Leads business development and investor relations. Institutional Investor 2025.


entity_id: mercer-advisors


entity_id: hussein-sacoor

excerpt: Tekne Capital Management. Focused on Global South tech. Institutional Investor 2025.


entity_id: hcr-wealth-advisors


entity_id: farid-guindo

excerpt: Drill Capital Management founder. Energy infrastructure focus. Launched January 2025. Institutional Investor 2025.


entity_id: cresset-capital


entity_id: malachi-price

excerpt: Coatue Management. Structured equity solutions. Institutional Investor 2025.


entity_id: lgt-financial-advisors


entity_id: yuxi-li

excerpt: Self-taught trader. Founded Karana Capital in December 2023. Quantamental equity strategy. Hedge Fund Journal 2025.


entity_id: beacon-pointe-advisors

excerpt: marketsgroup.org 2025 Elite Private Wealth CIOs - Part 2


entity_id: tumi-loate

excerpt: 36ONE Asset Management. Ex-KPMG audit and financial engineering manager. Joined 36ONE November 2017. Hedge Fund Journal 2025.


entity_id: captrust


entity_id: stefan-tsonev

excerpt: Founded Sternlight Capital Partners in 2023. European credit focus. Backed by CPP Investments. Alternatives Watch 2025.


entity_id: washington-trust-wealth-management


entity_id: lyndsey-starr

excerpt: Haverstock Capital co-founder. Hedge Fund Journal 2025.


entity_id: creative-planning


entity_id: moni-sternbach

excerpt: Ex-Point72 manager. Co-founded Haverstock Capital with ~$300M. Hedge Fund Journal 2025.


entity_id: lpl-financial


entity_id: rob-tau

excerpt: Ex-Balyasny. Founded Aeonea with $1.5B+ backing from Millennium. Pensions & Investments 2025.


entity_id: nottingham-advisors


entity_id: tomohiro-yamaguchi

excerpt: Ex-Point72 Japan head. Founded Invictus Investment Partners. Hong Kong-based. Launch Q1 2026 with $200M+ anchor. Hedgeweek 2025.


entity_id: bleakley-financial-group


entity_id: kirtes-bharti

excerpt: Ex-BNP Paribas hedge fund prime services. Co-founded Invictus Investment Partners with Tomohiro Yamaguchi. Hedgeweek 2025.


entity_id: mai-capital-management


entity_id: ken-lai

excerpt: Ex-Hillhouse TMT vet. Founded Lean Arc Investment Management. Pensions & Investments 2025.


entity_id: abacus-wealth-partners


entity_id: mark-ma

excerpt: Ex-Goldman Sachs head of Asia bulk commodity trading. Works at Nexus Commodities Capital Management. Hedgeweek 2025.


entity_id: simon-quick-advisors


entity_id: wang-yang

excerpt: Shanghai-based trader. Ex-Goldman Sachs. Works at Nexus Commodities Capital Management. Hedgeweek 2025.


entity_id: lido-advisors

excerpt: marketsgroup.org 2025 Elite Private Wealth CIOs - Part 3


entity_id: carrie-burke

excerpt: Ex-Barclays and Deutsche Bank hedge fund specialist. Founding Partner of Nexus Commodities Capital Management. Caproasia 2025.


entity_id: perigon-wealth-management


entity_id: jue-huang

excerpt: Vigama Capital co-founder. Featured in 2025 hedge fund rising stars. Pensions & Investments 2025.


entity_id: fft-wealth-management


entity_id: ray-dalio

excerpt: Founded Bridgewater Associates in 1975. AUM $78B+ as of 2025. Alternative Fund Insight 2025.