entity_id: michael-shackelford

excerpt: CIO at New Mexico PERA $19.2B, prior CIO ND Board University School Lands IKM Capital Credit Suisse, UT Austin BA Cal State Sacramento MS econ, marketsgroup.org 2026 Elite CIOs Part 7


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entity_type: node

excerpt: New Mexico PERA public pension $19.2B AUM, Rio Rancho New Mexico, marketsgroup.org 2026

source_type: url


entity_id: scott-simon

excerpt: CIO at Colorado FPPA $8B joined 2007, expanded alts from 15% to 50%, derivatives overlays currency hedging, U Colorado MS finance U Denver JD, marketsgroup.org 2026 Elite CIOs Part 7


excerpt: Colorado FPPA public safety pension $8B AUM, Littleton Colorado, marketsgroup.org 2026


entity_id: john-skjervem

excerpt: CIO at Utah Retirement Systems $64B, prior CEO Alan Biller $131B CIO Oregon State Treasury $111B Northern Trust CIO wealth $180B, UCSB BA Chicago Booth MBA, marketsgroup.org 2026 Elite CIOs Part 7


entity_id: utah-retirement-systems

excerpt: Utah Retirement Systems public pension $64B AUM, Salt Lake City Utah, marketsgroup.org 2026


entity_id: craig-slaughter

excerpt: Executive Director and CIO at West Virginia IMB $29B since 1989, 35yr tenure, Cornell BA WVU JD, marketsgroup.org 2026 Elite CIOs Part 7


excerpt: West Virginia IMB state pension $29B AUM, Charleston West Virginia, marketsgroup.org 2026


entity_id: donna-snider

excerpt: CIO at Hackensack Meridian Health Foundation $12B joined 2020, prior Kresge Foundation MD Merrill Lynch Willis Towers Watson, Notre Dame UChicago Booth MBA, marketsgroup.org 2026 Elite CIOs Part 7


entity_id: hackensack-meridian-health-foundation

excerpt: Hackensack Meridian Health Foundation healthcare foundation $12B AUM, Edison New Jersey, marketsgroup.org 2026


entity_id: mark-steed

excerpt: CIO at Arizona PSPRS $25.2B, PE VC credit RE, Good Judgment Project forecaster, AI integration proponent, Northwestern MS predictive analytics Thunderbird MBA, marketsgroup.org 2026 Elite CIOs Part 7


excerpt: Arizona PSPRS public safety pension $25.2B AUM, Phoenix Arizona, marketsgroup.org 2026


entity_type: edge

excerpt: CIO since 2019


excerpt: inaugural CIO 26yr tenure


excerpt: CIO since 2012


excerpt: CIO since 2014


excerpt: CIO since 2004


excerpt: CIO since 2013


excerpt: CIO since 2017


excerpt: Executive Director and CIO


excerpt: CIO


excerpt: CIO 27yr tenure


excerpt: CIO since 2018


excerpt: CIO since 2010


excerpt: SVP and CIO since 2009


excerpt: Secretary CEO and CIO


excerpt: CIO since 2011


excerpt: CIO since 2016


excerpt: CEO and CIO since 2022


excerpt: SVP and CIO


excerpt: Executive Director and CIO 22yr


excerpt: CIO since 2008


excerpt: CIO since 2007


excerpt: Executive Director and CIO since 1989


excerpt: CIO since 2020


display_note: Not displayed as primary-source evidence.

entity_id: walton-enterprises-llc

excerpt: Family office, $225B AUM, Bentonville AR, founded 1983 (Sam Walton, Walmart)


entity_id: neal-graziano

excerpt: Managing Director Private Assets at WK Kellogg Foundation $10B, prior Mastrapasqua AM William Blair, CFA CAIA, marketsgroup.org 2026 Elite ALTS Allocators Part 2


entity_id: cascade-investment-llc

excerpt: Family office, $169B AUM, Kirkland WA, founded 1994 (Bill Gates, Microsoft)


entity_id: lacey-johnson

excerpt: Managing Director at Grinnell College Investment Office $2.85B joined 2022 promoted 2023, prior Alumni Ventures CareGroup Combined Jewish Philanthropies JPMorgan Goldman Sachs IB, marketsgroup.org 2026 Elite ALTS Allocators Part 2


entity_id: bezos-expeditions

excerpt: Family office, $235B+ AUM, Mercer Island WA, founded 2005 (Jeff Bezos, Amazon)


entity_id: grinnell-college-investment-office

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


entity_id: riana-burlile

excerpt: Columbia Business School MBA. Leads capital markets and private asset strategy at New York Life. Previously managed $6B healthcare portfolio. 2026 Allocator Rising Star.


entity_id: erik-ogren

excerpt: Managing Director of Investments at Carnegie Mellon University endowment $4.5B since 2016, prior Cliffwater VP European PE LP Capital Advisors, marketsgroup.org 2026 Elite ALTS Allocators Part 2


entity_id: lauren-denton

excerpt: Lehigh University summa cum laude. Former J.P. Morgan Private Bank and Altair Advisers analyst. Joined Exelon 2023. 2026 Allocator Rising Star.


entity_id: carnegie-mellon-university-endowment

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


entity_id: todd-fridline

excerpt: Joined Saginaw Chippewa Indian Tribe 2023. Developed rules-based allocation system managing $1-3B. 2026 Allocator Rising Star.


entity_id: nicola-da-roza

excerpt: Senior Director Investments at ALSAC/St Jude joined 2021, prior Fund Evaluation Group 7yr Permanens Capital OCIO, marketsgroup.org 2026 Elite ALTS Allocators Part 2


entity_id: helen-huang

excerpt: 15+ years investment experience. Former Summit Partners, Harvard Management Co., Merrill Lynch equity research analyst. Joined MassPRIM 2021. 2026 Allocator Rising Star.


entity_id: caixia-ziegler

excerpt: Managing Director Real Assets at MacArthur Foundation $9.3B since 2017, prior Ford Foundation head RE National Railroad Retirement Investment Trust global real assets director, marketsgroup.org 2026 Elite ALTS Allocators Part 2


entity_id: sohel-hussain

excerpt: Harvard MF degree. Former PIMCO head of middle office, SECOR, QFR Capital, Taconic Capital. Joined Meyer Memorial Trust 5 years ago. 2026 Allocator Rising Star.


entity_id: jonathan-glidden

excerpt: CIO at Delta Air Lines Pension Fund $17B, grew funded status 38% to 101%, prior Wilmington Trust Emory endowment Navy officer, U Chicago MS financial math Emory MBA GT BS, marketsgroup.org 2026 Elite CIOs Part 3


entity_id: ryan-johnston

excerpt: Marquette University graduate, MBA NYU. Joined State of Wisconsin Investment Board 2016. Developed beta long-only strategies. 2026 Allocator Rising Star.


entity_id: delta-air-lines-pension-fund

excerpt: Delta Air Lines corporate pension fund $17B AUM, Atlanta Georgia, marketsgroup.org 2026


entity_id: jennifer-katz

excerpt: Columbia astrophysics graduate, CFA. Joined Doris Duke Foundation 2017. Manages $2.2B endowment including health, life sciences, venture, climate strategies. 2026 Allocator Rising Star.


entity_id: jonathan-grabel

excerpt: CIO at LACERA $93B, prior CIO New Mexico PERA $15B Montgomery County Schools CIO PE GP IB, Wharton BA Chicago Booth MBA, marketsgroup.org 2026 Elite CIOs Part 3


entity_id: jessica-lerman

excerpt: Cornell Johnson MBA, Cornell BA psychology/Near Eastern studies. Started at Weill Cornell Medical College, joined Starr Insurance 2018. 2026 Allocator Rising Star.


excerpt: LACERA Los Angeles County public pension $93B AUM, Los Angeles California, marketsgroup.org 2026


entity_id: zachary-mees

excerpt: CFA, Fordham MS quantitative finance, U Arizona BA engineering management. Career began Ford Foundation, worked at AQR. Joined Carnegie Corporation 2024. 2026 Allocator Rising Star.


entity_id: paul-greff

excerpt: CIO at Ohio OPERS $135B joined 2009 as deputy CIO, prior State Street Global Advisors senior MD head global fixed income, Kalamazoo BA U Detroit MBA CFA 1994, marketsgroup.org 2026 Elite CIOs Part 3


entity_id: john-newell

excerpt: Former Bank of America analyst covering video game/toy sectors. Progressed to team leadership. Took over credit portfolio 2024 at Texas Permanent School Fund, increased private credit to $4.1B. 2026 Allocator Rising Star.


entity_id: ohio-public-employees-retirement-system

excerpt: Ohio OPERS public pension $135B AUM, Columbus Ohio, marketsgroup.org 2026


entity_id: thomas-schultz

excerpt: Cornell BA/MA mechanical engineering, CFA, CAIA. Former Bessemer Trust underwriter. Manages real estate, resources, infrastructure, fixed income at Cornell. 2026 Allocator Rising Star.


entity_id: philip-griffith

excerpt: CIO at Teachers Retirement System of Louisiana TRSL $29B joined 2007, prior LSU Foundation LASERS Citi Charles Schwab, Tulane BA U New Orleans MBA CFA CAIA, marketsgroup.org 2026 Elite CIOs Part 3


entity_id: erik-strobel

excerpt: Started as intern University of Connecticut Foundation. Joined YMCA Retirement Fund 2017 as senior analyst, advanced to leadership. 2026 Allocator Rising Star.


entity_id: teachers-retirement-system-of-louisiana

excerpt: TRSL Louisiana teacher pension $29B AUM, Baton Rouge Louisiana, marketsgroup.org 2026


entity_id: santiago-tagle

excerpt: Manages $60B pension platform private markets at AFP Habitat (Latin America: Chile, Colombia, Peru). Recently committed $1B+ across buyout, growth, secondaries. 2026 Allocator Rising Star.


entity_id: richard-hall

excerpt: CIO at UTIMCO $85B, 7yr tenure, marketsgroup.org 2026 Elite CIOs Part 3


entity_id: george-zhang

excerpt: Identified $2B in approved real estate investments at Teacher Retirement System of Texas. Championed AI-driven digital infrastructure. 2025 Allocator Rising Star.


excerpt: UTIMCO University of Texas endowment system $85B AUM, Austin Texas, marketsgroup.org 2026


entity_id: kirk-wolff

excerpt: Works on $23B private equity and current return team at State of Wisconsin Investment Board. Expertise in funds, co-investments, healthcare. 2025 Allocator Rising Star.


entity_id: chris-hanak

excerpt: CIO at Washington State Investment Board WSIB $185B since 2022, prior acting CIO Group Health Foundation Cascade AM Gates Foundation, marketsgroup.org 2026 Elite CIOs Part 3


entity_id: brenna-noble

excerpt: 7 years Goldman Sachs before joining Public School and Education Employee Retirement System of Missouri 2020. Outstanding alpha overlay performance. 2025 Allocator Rising Star.


entity_id: washington-state-investment-board

excerpt: Washington State Investment Board WSIB $185B AUM, Olympia Washington, marketsgroup.org 2026


entity_id: kevin-urban

excerpt: Joined Villanova University endowment 2017. Grew investment office 2→6 staff. Restructured hedge fund portfolio in-house, reduced managers 50→15. 2025 Allocator Rising Star.


entity_id: eric-henry

excerpt: Inaugural CIO at Vermont VPIC $7B since 2018, prior Hershey Trust UAW RMBT TRS Texas PA SERS NH Retirement, 25yr career, marketsgroup.org 2026 Elite CIOs Part 3


entity_id: kiran-patel

excerpt: KrisDan Management single-family office. Known for conviction-driven research, mentors early-career investors. 2025 Allocator Rising Star.


entity_id: vermont-pension-investment-commission

excerpt: Vermont VPIC state pension $7B AUM, Montpelier Vermont, marketsgroup.org 2026


entity_id: ryan-erickson

excerpt: Nearly 9 years Southern Ute Indian Tribe, promoted summer 2024. Leads permanent fund investments, leverages hedge fund operations. 2025 Allocator Rising Star.


entity_id: ellen-hung

excerpt: State Investment Officer at Nebraska Investment Council $43B, prior deputy CIO SURS Illinois asst CEO SBCERA, 30yr career, RPI BS MBA CFA, marketsgroup.org 2026 Elite CIOs Part 3


entity_id: allen-huang

excerpt: Leads $4.4B endowment at Michigan State University. Private investments portfolio (40% of assets) since 2016. Achieved 15.1% return 2024. 2025 Allocator Rising Star.


entity_id: nebraska-investment-council

excerpt: Nebraska Investment Council state pension $43B AUM, Lincoln Nebraska, marketsgroup.org 2026


entity_id: cynthia-hardy-maasry

excerpt: Goldman Sachs London/New York prior. Manages $6B endowment at Trinity Church Wall Street (joined 2017). Oversees real estate, impact investing. 2025 Allocator Rising Star.


entity_id: craig-husting

excerpt: CIO at Public School Retirement System of Missouri $64.4B since 1999, prior MO State Treasurer Johnson County KS, Notre Dame MBA Benedictine BA CFA CCM, marketsgroup.org 2026 Elite CIOs Part 3


entity_id: kalib-simpson

excerpt: Wyoming State Treasurer's Office since 2016. Former state retirement system deputy CIO. Heads private credit, manages fixed-income portfolio, leads securities lending. 2025 Allocator Rising Star.


excerpt: Missouri PSRSM public teacher pension $64.4B AUM, Jefferson City Missouri, marketsgroup.org 2026


entity_id: joyce-zhang

excerpt: 9 years Wallace Foundation, Ping An asset management prior. Kauffman Fellow. Recently promoted. Oversees manager monitoring, risk management. 2025 Allocator Rising Star.


entity_id: excession-llc

excerpt: Family office, $630B+ AUM, Austin TX, founded 2016 (Elon Musk)


entity_id: marina-balobanova

excerpt: Co-founder Baseline Health. Health Innovation Capital experience. CalPERS: oversees $3B across funds, co-investments, separately managed accounts. PE/VC/healthcare expertise. 2025 Allocator Rising Star.


entity_id: bayshore-global-management

excerpt: Family office, $239B AUM, Palo Alto CA, founded unknown (Sergey Brin, Google)


entity_id: corey-beck-walker

excerpt: 3 years Smith College, Porta Management Family Office and Memorial Sloan Kettering prior. Rebuilding private markets sleeve of $2.6B portfolio. 2025 Allocator Rising Star.


entity_id: mousse-partners

excerpt: Family office, $90-100B AUM, New York NY, founded unknown (Alain & Gérard Wertheimer, Chanel)


entity_id: kent-custer

excerpt: Consolidated 100s of police pension funds into $15.2B portfolio at Illinois Police Officers' Pension. Achieved 8.1% annualized returns, 8th percentile large fund performance. 2026 ACA finalist.


entity_id: ballmer-group

excerpt: Family office, $133B AUM, Bellevue WA, founded unknown (Steve Ballmer, Microsoft)


entity_id: steve-davis

excerpt: Sacramento County Employees' Retirement System since 2016. $14.6B plan. Developed pension plan investment program navigating California policies. 2026 ACA finalist.


entity_id: dfo-management

excerpt: Family office, $50B+ AUM, New York US, founded unknown (Michael Dell, Dell Technologies)


entity_id: david-kushner

excerpt: City of Austin Employees Retirement System. Improved performance from bottom quartile since 2022. Introduced private credit, laid groundwork for private equity. 2026 ACA finalist.


entity_id: iconiq-capital

excerpt: Multi-family office, $80B+ AUM, San Francisco CA, founded unknown (Zuckerberg, Dorsey, others)


entity_id: andrew-spellar

excerpt: Fairfax County Employees' Retirement System. Implemented innovative asset allocation including blockchain/digital assets. Crypto showing significant appreciation since 2018. 2026 ACA finalist.


entity_id: soros-fund-management

excerpt: Family office, $25B AUM, New York US, founded unknown (George Soros)


entity_id: ted-wright

excerpt: Connecticut Retirement Plan and Trust Funds. Transformed struggling state pension from bottom decile to above-median returns through team rebuilding, asset allocation revision. 2026 ACA finalist.


entity_id: emerson-collective

excerpt: Family office, $26B AUM, Palo Alto CA, founded unknown (Laurene Powell Jobs, Apple)


entity_id: erick-russell

excerpt: Connecticut state pension transformation partner with CIO Ted Wright. Implemented compensation improvements, asset allocation changes. 2026 ACA finalist.


entity_id: crosby-advisors

excerpt: Family office, $17B AUM, Seattle WA, founded unknown (MacKenzie Scott)


entity_id: anurag-pandit

excerpt: ALSAC/St. Jude Children's Research Hospital $10B long-term portfolio. Diversifies with liquid alternatives while supporting mission. 2026 ACA finalist.


entity_id: builders-vision

excerpt: Family office, $15B AUM, Chicago IL, founded unknown (Lukas Walton)


entity_id: philip-rotner

excerpt: Boston Children's Hospital. Created risk-profile-based allocation model. Established short-term capital pool for 2.5-year cashflow needs. 2026 ACA finalist.


entity_id: blue-pool-capital

excerpt: Family office, $14B AUM, Hong Kong, founded unknown (Joe Tsai & Jack Ma)


entity_id: rob-roy

excerpt: AdventHealth. Strengthened underlying healthcare system financials and cash reserves, enabling greater risk-taking for enhanced returns. 2026 ACA finalist.


entity_id: willett-advisors

excerpt: Family office, $12B AUM, New York US, founded unknown (Michael Bloomberg)


entity_id: donna-snider

excerpt: Hackensack Meridian Health. Single-handedly built New Jersey hospital system investment office from inception during COVID. Assembled high-performing team. 2026 ACA finalist.


entity_id: vulcan-capital

excerpt: Family office, $11B AUM, Seattle WA, founded unknown (Paul Allen estate)


entity_id: jason-klein

excerpt: Memorial Sloan Kettering Cancer Center. Manages small team with strong track record. Expanding assets to support leading cancer center mission. 2026 ACA finalist.


entity_id: access-industries

excerpt: Family office, $11B AUM, New York/London, founded 1986 (Len Blavatnik)


entity_id: ed-grefenstette

excerpt: The Dietrich Foundation. Maintains highly concentrated 90% venture/private equity portfolio with full discretion. Meets distributions without credit lines. 2026 ACA finalist.


entity_id: catapult-capital

excerpt: Family office, $10B AUM, New York US, founded unknown (Stanley Druckenmiller)


entity_id: michelle-knudsen

excerpt: New York University $7.4B endowment. Rebuilt program in 2 years, hired new team, restructured portfolio, deployed billions into emerging managers. 2026 ACA finalist.


entity_id: ineos-family-office

excerpt: Family office, $10B AUM, London UK, founded unknown (Jim Ratcliffe)


entity_id: bola-olusanya

excerpt: John D. and Catherine T. MacArthur Foundation. Maintained ~$9B endowment performance while foundation increases grant distributions. Established excellence within first year. 2026 ACA finalist.


entity_id: tiger-global-management

excerpt: Family office, $10B AUM, New York US, founded 2001 (Chase Coleman III)


entity_id: philip-zecher

excerpt: Michigan State University. Applied scientific approach to portfolio management. Grew endowment $2.4B→$4.6B. Ranked 4th nationally in 10-year performance. 2026 ACA finalist.


entity_id: millennium-management

excerpt: Hedge fund, $84.2B AUM (Mar 2026), New York NY, founded 1989 (Izzy Englander)


entity_id: abigail-wattley

excerpt: Williams College. Part of investment office since 2007, appointed CIO 2023. Continued predecessor success while adapting to markets. Grown endowment to $4B+, largest among liberal arts peers. 2026 ACA finalist.


entity_id: citadel-llc

excerpt: Hedge fund, $65B+ AUM (2026), Miami FL, founded 1990 (Ken Griffin)


entity_id: mike-huff

excerpt: PartnerRe. Manages global reinsurance portfolio emphasizing diversification and capital preservation for balance sheet volatility. 2026 ACA finalist.


entity_id: elliott-investment-management

excerpt: Hedge fund, $79.8B AUM (2025), West Palm Beach FL, founded 1977 (Paul Singer)


entity_id: nick-liolis

excerpt: Guardian Life. Restructured investment model partnering with external managers. Maintained core strategic oversight, reduced costs significantly. 2026 ACA finalist.


entity_id: appaloosa-management

excerpt: Hedge fund, $15.3B AUM (Jan 2026), Greenwich CT, founded 1993 (David Tepper, Jack Walton)


entity_id: john-morriss

excerpt: Lincoln Financial Group. Engineered large general account portfolio using sophisticated structures (ICOLI, IDF) for improved tax efficiency. 2026 ACA finalist.


entity_id: balyasny-asset-management

excerpt: Hedge fund, $31B AUM (2026), Chicago IL, founded unknown (Dmitry Balyasny)


entity_id: craig-sabal

excerpt: New York Life Insurance Company. Oversees ~$350B, balancing stability, income, long-term value across public/private assets with disciplined execution. 2026 ACA finalist.


entity_id: hudson-bay-capital-management

excerpt: Hedge fund, $31.1B AUM (2026), Greenwich CT, founded unknown (Sander Gerber)


entity_id: christine-todd

excerpt: Arch Capital Group. Balances traditional portfolio management with innovative alternatives. Driving strong financial results since joining 2022. 2026 ACA finalist.


excerpt: Hedge fund, $45.7B AUM (2026), New York NY, founded unknown (Steve Cohen)


entity_id: tc-wilson

excerpt: TDC Group. Transformed medical malpractice insurer strategy since 2017. Prioritizes liquidity, stress-tests allocations, invests in private markets. 2026 ACA finalist.


entity_id: third-point-llc

excerpt: Hedge fund, $11.5B AUM (2024), New York NY, founded 1995 (Dan Loeb)


entity_id: phil-passafiume

excerpt: Protective Life. Manages ~$100B general account integrating NAIC capital considerations with conservative policyholder-focused approach. 2026 ACA finalist.


entity_id: coatue-management

excerpt: Hedge fund, $54B AUM (2026), New York NY, founded 1999 (Philippe Laffont)


entity_id: tanya-burnell

excerpt: Henry Crown and Company. Conducted rigorous due diligence for direct investments over 13.5 years. Established as operational oversight peer and mentor. 2026 ACA finalist.


entity_id: renaissance-technologies

excerpt: Hedge fund, $64B AUM (Mar 2026), East Setauket NY, founded unknown (Jim Simons estate)


entity_id: marcus-siezing

excerpt: Dillon Trust. Delivered consistent strong results over 16 years constructing diversified volatility hedge portfolios through difficult markets. 2026 ACA finalist.


entity_id: pershing-square-capital-management

excerpt: Hedge fund, $13.7B AUM (Mar 2026), New York NY, founded unknown (Bill Ackman)


entity_id: matt-hershey

excerpt: Marron Capital. Pairs analytical rigor with judgment building multi-asset endowment-style portfolio. Earned deep family trust through discipline and integrity. 2026 ACA finalist.


entity_id: ares-management

excerpt: Alternatives firm, $644.3B AUM (Q1 2026), New York NY, founded unknown


entity_id: reshma-kalimi-casale

excerpt: RCap. Navigates complex situations with operational expertise spanning tax and sports/media. Fosters relationships enabling unique opportunities. 2026 ACA finalist.


entity_id: brevan-howard

excerpt: Hedge fund, multi-strategy, London UK, founded unknown


entity_id: nicole-sherwood

excerpt: Altman Family Holdings. Improved rigor and efficiency of family office private investment processes. Built institutional systems, community leader. 2026 ACA finalist.


entity_id: schonfeld-strategic-advisors

excerpt: Hedge fund, multi-strategy/macro, New York NY, founded unknown (Ryan Tolkin CEO)


entity_id: angela-miller-may

excerpt: Illinois Municipal Retirement Fund since 2021. Previously CTPF CIO. 30-year career from banking through investment management. One of few African American women CIOs at U.S. public pensions. Expanded IMRF diverse manager allocation to 26.9%.


entity_id: nexus-commodities-capital-management

excerpt: Hedge fund (emerging), $1B+ backing from Millennium, founded 2025 (Qin Xiao)


entity_id: james-davis

excerpt: OPSEU Pension Trust. 2021 Allocators' Choice Awards CIO of the Year winner.


excerpt: Hedge fund (emerging), $600M AUM, founded 2025 (Neeraj Seth)


entity_id: elizabeth-burton

excerpt: Employees' Retirement System of the State of Hawaii. 2021 Allocators' Choice Awards Advocate of the Year.


entity_id: tekmerion

excerpt: Hedge fund (emerging), $1B backing, founded 2025 (ex-Brevan Howard macro investor)


entity_id: kim-lew

excerpt: Columbia University Endowment. 2021 Allocators' Choice Awards Lifetime Achievement Award recipient.


entity_id: aeonea

excerpt: Hedge fund (emerging), $1.5B backing from Millennium, founded unknown (Rob Tau)


entity_id: edwin-denson

excerpt: State of Wisconsin Investment Board. Expanded office by 50+ employees. 2021 Allocators' Choice Awards Team of the Year.


entity_id: blackstone

excerpt: Private equity/alternatives, $1.3T AUM (Q1 2026), New York NY


entity_id: jonathan-glidden

excerpt: Delta Air Lines Pension. Improved from last in S&P 500 to 90% funded status. 2021 Allocators' Choice Awards Turnaround of the Year.


entity_id: kkr

excerpt: Private equity, $744B AUM (2026), New York NY


entity_id: new-york-life

excerpt: Insurance and investment company. $350B+ in assets under management. Employs investment professionals like Riana Burlile and Craig Sabal. Major institutional allocator.


entity_id: carlyle-group

excerpt: Private equity, $477B AUM (Q4 2025), Washington DC


entity_id: exelon

excerpt: Fortune 500 utility and energy company. Corporate pension/endowment managing significant assets. Employs investment professionals for private markets strategy.


entity_id: man-group

excerpt: Hedge fund, $66.5B AUM (2025), London UK


excerpt: Native American tribal government managing $1-3B across portfolio accounts. Family office structure for tribal permanent fund.


entity_id: aqr-capital-management

excerpt: Hedge fund, $90B AUM (2025), Greenwich CT


excerpt: Massachusetts public pension system. Manages assets for state employees. Growth and venture capital focus.


entity_id: apollo-global-management

excerpt: Alternatives firm, $785B AUM (2026), New York NY


entity_id: meyer-memorial-trust

excerpt: Foundation/community trust. Endowment-focused assets. Emphasizes impact investing and philanthropic mission alignment.


entity_id: jim-simons

excerpt: Legendary mathematician/hedge fund manager, founded Renaissance 1982, passed May 2024


excerpt: $23B+ public pension system. Manages Wisconsin employee, teacher retirement funds. Leading institutional investor in private markets.


entity_id: michael-larson

excerpt: Chief Investment Officer since 1994, manages Bill Gates' $169B family office


entity_id: doris-duke-foundation

excerpt: $2.2B+ foundation endowment. Mission-aligned investing in health, life sciences, venture, climate. Significant private markets allocator.


entity_id: melinda-lewison

excerpt: Senior wealth manager for Jeff Bezos family office since 2005


entity_id: somers-re

excerpt: Reinsurance company portfolio. Manages insurance company assets with private credit and equity strategies.


entity_id: jared-birchall

excerpt: Elon Musk's wealth manager since 2016, ex-Morgan Stanley, CEO of Neuralink


entity_id: carnegie-corporation-of-new-york

excerpt: Endowed foundation. Manages philanthropic capital with multiasset strategies through internal and external managers.


entity_id: izzy-englander

excerpt: Founded Millennium 1989, built $84.2B fund, 6,670 employees


entity_id: texas-permanent-school-fund

excerpt: State permanent fund supporting public education. $4.1B+ private credit commitments. Credit-focused portfolio.


entity_id: ken-griffin

excerpt: Founded Citadel 1990 with $4.6M, built $65B+ fund


entity_id: cornell-university

excerpt: Ivy League endowment. Manages $10B+ across real estate, resources, infrastructure, fixed income, emerging markets.


entity_id: paul-singer

excerpt: Founded Elliott 1977, activist hedge fund, $79.8B AUM (2025)


entity_id: ymca-retirement-fund

excerpt: Pension/endowment for YMCA organization. Operates like endowment with significant private and venture capital portfolios.


entity_id: david-tepper

excerpt: Founded Appaloosa 1993 with Jack Walton, distressed debt specialist, $15.3B AUM


entity_id: afp-habitat

excerpt: Latin American pension system managing $60B across Chile, Colombia, Peru. Significant private markets allocator with $1B+ annual deployment.


entity_id: dmitry-balyasny

excerpt: Founded multi-strategy hedge fund, $31B AUM (2026), 16.7% returns 2025


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

excerpt: Texas teacher pension system. Manages significant assets with real estate and digital infrastructure investments.


entity_id: sander-gerber

excerpt: Multi-strategy hedge fund leader, $31.1B AUM


excerpt: Missouri public employee pension system. Manages significant alternatives portfolio with alpha generation focus.


entity_id: steve-cohen


entity_id: villanova-university

excerpt: Jesuit university endowment. Approximately $2.6B+ endowment with restructured private markets and hedge fund portfolios.


entity_id: harry-schwefel

excerpt: Promoted to President 2026, co-manages $45.7B AUM


entity_id: krisdan-management

excerpt: Single-family office. Conviction-driven investment approach with emerging manager focus.


entity_id: dan-loeb

excerpt: Founded Third Point 1995, activist investor, $11.5B AUM (2024)


entity_id: southern-ute-indian-tribe

excerpt: Native American tribal government managing permanent fund. Hedge fund operations and derivatives management expertise.


entity_id: philippe-laffont

excerpt: Tiger Cub, founded Coatue 1999, $54B AUM (2026)


entity_id: michigan-state-university

excerpt: $4.4B endowment. Private investments represent 40% of portfolio. Ranked 4th nationally in 10-year endowment performance.


entity_id: chase-coleman-iii

excerpt: Tiger Cub, founded Tiger Global 2001, $34.08B portfolio value


entity_id: trinity-church-wall-street

excerpt: $6B+ endowment. Mission-aligned investing with real estate holdings. NYC-based institutional investor.


entity_id: bill-ackman

excerpt: Founded Pershing Square, activist investor, $13.7B AUM (Mar 2026), IPO planned 2026


entity_id: wyoming-state-treasurer-s-office

excerpt: State pension system. Manages liquid and private credit portfolios with securities lending programs.


entity_id: peter-brown

excerpt: Took over after Jim Simons' passing May 2024, $64B AUM


entity_id: wallace-foundation

excerpt: Philanthropic foundation with $9B+ endowment. Focuses on arts and education. Sophisticated manager selection processes.


entity_id: qin-xiao

excerpt: Ex-co-head commodities trading Goldman, launched 2025 with $1B backing


entity_id: calpers

excerpt: California Public Employees' Retirement System. One of largest pension systems globally. $3B+ private markets portfolios per investment officer.


entity_id: neeraj-seth

excerpt: Ex-BlackRock Apac CIO, launched credit-focused fund 2025 with $600M


entity_id: smith-college

excerpt: $2.6B+ endowment. Liberal arts college. Rebuilding private markets portfolio through new investment leadership.


entity_id: rob-tau

excerpt: Ex-Balyasny/Millennium, launched $1.5B backed hedge fund


excerpt: $15.2B consolidated pension fund. Achieved 8th percentile performance among large public funds. Consolidated 100s of separate police pension plans.


entity_id: ryan-tolkin

excerpt: Led expansion into Delta One, Emerging Markets, South America


excerpt: $14.6B California public employee pension. Regional pension system with significant assets.


entity_id: andre-laport

excerpt: Ex-Vinland Capital, leads Schonfeld's South America expansion


excerpt: Texas municipal pension. Improved from bottom quartile performance. Growing private credit and private equity exposure.


entity_id: len-blavatnik

excerpt: Founded Access Industries 1986, $11B family office AUM


excerpt: Virginia county pension system. Innovative asset allocation including blockchain and digital assets.


entity_id: joe-tsai

excerpt: Co-founder with Jack Ma, $14B multi-strategy family office


excerpt: State pension system. Transformed from bottom decile to above-median performance. Significant turnaround story.


entity_id: jack-ma

excerpt: Co-founder with Joe Tsai, Alibaba founder


excerpt: $10B+ long-term investment portfolio. Healthcare institution endowment with mission alignment requirements.


entity_id: stanley-druckenmiller

excerpt: Legendary macro investor, $10B family office


entity_id: boston-children-s-hospital

excerpt: Healthcare system endowment. Sophisticated cashflow management and risk-profile-based asset allocation.


entity_id: laurene-powell-jobs

excerpt: Steve Jobs widow, $26B multi-strategy family office


entity_id: adventhealth

excerpt: Large healthcare system. Invests operating reserves and endowment with growing risk appetite.


entity_id: mackenzie-scott

excerpt: Ex-Amazon, $17B family office


entity_id: hackensack-meridian-health

excerpt: New Jersey healthcare system. Built investment office from inception during COVID.


entity_id: jim-ratcliffe

excerpt: INEOS founder, $10B family office


entity_id: memorial-sloan-kettering-cancer-center

excerpt: Leading cancer research and treatment institution. Manages endowment to support mission-critical research.


entity_id: jim-c-walton

excerpt: Walmart heir, leads $225B family office


entity_id: the-dietrich-foundation

excerpt: Foundation with highly concentrated 90% venture/private equity portfolio. Discretionary investment approach.


entity_id: lukas-walton

excerpt: Walmart heir, $15B family office


entity_id: new-york-university

excerpt: $7.4B endowment. Major private university. Recently rebuilt investment program with emerging manager focus.


entity_id: divesh-makan

excerpt: Founded ICONIQ multi-family office, $80B+ AUM


excerpt: ~$9B+ endowment. Major philanthropic foundation. Increasing grant distributions while maintaining performance.


entity_id: dawn-fitzpatrick

excerpt: Took helm 2017, manages $25B family office for George Soros


entity_id: williams-college

excerpt: $4B+ endowment. Liberal arts college. Largest endowment among liberal arts peers. 10-year performance leadership.


entity_id: robyn-grew

excerpt: Senior leader at $66.5B hedge fund, London based


entity_id: partnerre

excerpt: Global reinsurance company. Manages balance sheet portfolio emphasizing diversification and capital preservation.


entity_id: cliff-asness

excerpt: Quant pioneer, founded AQR, $90B AUM (2025)


entity_id: guardian-life

excerpt: Life insurance company. Restructured investment model with external manager partnerships.


entity_id: karen-karniol-tambour

excerpt: Senior PM at world's largest hedge fund by historical record


entity_id: lincoln-financial-group

excerpt: Financial services company. Manages large general account portfolio with tax-efficient structures.


entity_id: chris-hohn

excerpt: Activist hedge fund founder, UK based


entity_id: arch-capital-group

excerpt: Insurance and reinsurance company. Manages investments balancing traditional and alternative strategies.


entity_id: elon-musk

excerpt: $630B+ net worth, Tesla/SpaceX founder


entity_id: tdc-group

excerpt: Medical malpractice insurer. Transformed portfolio strategy emphasizing liquidity and private markets.


entity_id: bill-gates

excerpt: Microsoft founder, $169B family office with Gates Foundation Trust


entity_id: protective-life

excerpt: Insurance company managing ~$100B general account with NAIC capital and policyholder considerations.


entity_id: jeff-bezos

excerpt: Amazon founder, $235B+ family office


entity_id: henry-crown-and-company

excerpt: Major family office/private investment firm. Direct investment focus with deep operational oversight.


entity_id: sam-walton

excerpt: Walmart founder, $225B family office legacy


entity_id: dillon-trust

excerpt: Family office managing diversified portfolios. Long-term volatility hedge construction expertise.


entity_id: sergey-brin

excerpt: Google co-founder, $239B family office


entity_id: marron-capital

excerpt: Family office managing multi-asset endowment-style portfolio. Disciplined analytical approach.


excerpt: Founder of Walmart and family office


entity_id: rcap

excerpt: Family office with complex operational expertise spanning tax and sports/media investments.


entity_id: bob-jacksha

excerpt: CIO at New Mexico ERB $19B, prior deputy NM SIC, 35yr career low-volatility diversification model, St Thomas MBA Bemidji BS CFA CAIA, marketsgroup.org 2026 Elite CIOs Part 3


entity_id: altman-family-holdings

excerpt: Family office. Improved private investment processes with institutional systems. Community investment focus.


entity_id: new-mexico-educational-retirement-board

excerpt: New Mexico ERB public teacher pension $19B AUM, Santa Fe New Mexico, marketsgroup.org 2026


entity_id: illinois-municipal-retirement-fund-imrf

excerpt: $52B+ public pension. Illinois municipal employees retirement system. Increased diverse manager allocation.


excerpt: Managing Director Private Assets


entity_id: opseu-pension-trust

excerpt: Ontario Public Service Employees Union pension. 2021 Allocators' Choice Awards CIO of Year institution.


excerpt: Managing Director since 2022


excerpt: Hawaii state employee pension. 2021 Allocators' Choice Awards finalist.


excerpt: Managing Director of Investments since 2016


entity_id: columbia-university-endowment

excerpt: Ivy League endowment. Managed by Kim Lew (Lifetime Achievement Award 2021). Major institutional investor.


excerpt: Senior Director Investments since 2021


entity_id: delta-air-lines-pension

excerpt: Airline employee pension. Managed by Jonathan Glidden. Improved from last to 90% funded status turnaround.


excerpt: Managing Director Real Assets since 2017


entity_id: chicago-teachers-pension-fund-ctpf

excerpt: $12B+ pension. Illinois teacher retirement system. Angela Miller-May previously served as CIO.


excerpt: CIO


excerpt: Senior Director, Investment Office since 2012


excerpt: Principal Analyst, Private Markets since 2023


excerpt: CIO since 2009


excerpt: Portfolio Manager since 2023


excerpt: CIO since 2007


excerpt: Senior Investment Officer, VC Director since 2021


excerpt: Managing Director, Head of Investments for 5 years


excerpt: CIO since 2022


excerpt: Senior Analyst since 2016


excerpt: inaugural CIO since 2018


excerpt: Chairman managing $225B family office


excerpt: Director of Investments, Mission-Aligned since 2017


excerpt: Microsoft co-founder established investment vehicle


excerpt: Senior Investment Analyst, Private Credit and Insurance


excerpt: CIO since 1994, manages $169B assets


excerpt: Managing Director, Portfolio Management since 2024


entity_id: jeff-bezos--founded--bezos-expeditions

excerpt: Amazon founder and principal


excerpt: Vice President of Debt since 2024


excerpt: Managing Director since 2005


excerpt: Investment Officer


entity_id: elon-musk--founded--excession-llc

excerpt: Tesla/SpaceX founder and principal


excerpt: Managing Director, Private and Venture Capital since 2017


excerpt: CEO and wealth manager for Musk family office


excerpt: Google co-founder established investment office


excerpt: Real Estate Investment Associate


excerpt: Founder and CEO, built $84.2B fund in 1989


excerpt: Portfolio Manager on $23B private equity team


entity_id: ken-griffin--founded--citadel-llc

excerpt: Founder and CEO, established 1990


excerpt: Portfolio Manager, Alternatives since 2020


excerpt: State Investment Officer


excerpt: Director of Investments since 2017


excerpt: CIO since 1999


excerpt: Investor


excerpt: CIO


excerpt: Director of Investments since 2016, promoted 2024


excerpt: Senior Director of Investments since 2016


excerpt: Managing Director of Mission Investments since 2017


excerpt: Investment Officer since 2016


excerpt: Managing Director of Investments for 9 years


excerpt: Investment Officer overseeing $3B private markets


excerpt: Director of Investments for 3 years


excerpt: Chief Investment Officer


excerpt: Chief Investment Officer since 2016


excerpt: Chief Investment Officer since 2022


excerpt: Connecticut Treasurer, pension transformation partner


excerpt: Chief Investment Officer of $10B portfolio


excerpt: Founder and co-CEO, founded 1977


excerpt: Co-founder and CEO since 1993


excerpt: Co-founder with David Tepper


excerpt: Founder and principal of $31B hedge fund


entity_id: rob-tau--founded--aeonea

excerpt: Launched backed by $1.5B from Millennium


excerpt: CEO and CIO of $31.1B fund


excerpt: Founder and CEO of $45.7B fund


excerpt: Co-CIO and President (promoted 2026)


entity_id: dan-loeb--founded--third-point-llc

excerpt: Founder and principal, established 1995


excerpt: Founder and CEO, Tiger Cub, founded 1999


excerpt: Legendary mathematician-founder


excerpt: Chief Executive Officer and Chief Investment Officer


excerpt: Chief Investment Officer of $7.4B endowment


excerpt: Chief Investment Officer of ~$9B endowment


excerpt: Chief Investment Officer


excerpt: Chief Investment Officer since 2023


excerpt: CEO since May 2024


excerpt: Founder and CEO


excerpt: Founder and CEO, Tiger Cub, founded 2001


excerpt: Founder, ex-Goldman commodities co-head, launched 2025


excerpt: Founder, ex-BlackRock Apac CIO, launched 2025


excerpt: CEO and leadership


excerpt: Co-founder Vinland, leads São Paulo expansion


excerpt: Founder 1986, $11B family office


excerpt: Chief Investment Officer of ~$350B portfolio


excerpt: Chief Investment Officer since 2022


excerpt: Chief Investment Officer since 2017


excerpt: Chief Investment Officer of ~$100B account


excerpt: Senior Investment Professional for 13.5 years


excerpt: Chief Investment Officer for 16 years


excerpt: Head of Investments


excerpt: Founder


excerpt: Chief Investment Officer since 2021


excerpt: Previous CIO role, progressed from analyst to CIO


entity_id: joe-tsai--founded--blue-pool-capital

excerpt: Co-founder with Jack Ma


entity_id: jack-ma--founded--blue-pool-capital

excerpt: Co-founder with Joe Tsai


excerpt: Founder and principal, macro legend


excerpt: Founder, Steve Jobs widow


excerpt: Founder, ex-Amazon spouse


excerpt: INEOS founder and principal


entity_id: lukas-walton--founded--builders-vision

excerpt: Walmart heir, founder


excerpt: Chief Investment Officer, 2021 ACA Award winner


excerpt: Chief Investment Officer, 2021 ACA Advocate Award


excerpt: President and CEO, 2021 ACA Lifetime Achievement Award


excerpt: Executive Director and CIO, 2021 ACA Team Award


excerpt: Pension Manager, 2021 ACA Turnaround Award


excerpt: Previous role


excerpt: Former head of middle office North America


entity_id: divesh-makan--founded--iconiq-capital

excerpt: Founder of multi-family office platform


excerpt: Founder and principal


excerpt: CEO/CIO since 2017


excerpt: Quant pioneer, founder and co-lead


excerpt: Senior leadership at $66.5B fund


excerpt: Senior PM at historic hedge fund leader


excerpt: 7 years before joining PSERS Missouri in 2020


excerpt: Prior roles London and New York


excerpt: Previous role before Smith College


entity_id: sanjay-chawla

excerpt: EVP and CIO at FM Global $42.3B, prior CIO Raytheon Dow Chemical 18yr Singapore India, Virginia Tech MBA, marketsgroup.org 2026 Elite CIOs Part 2


entity_id: fm-global-investment-office

excerpt: FM Global insurance company investment office $42.3B AUM, Waltham Massachusetts, marketsgroup.org 2026


entity_id: matt-clark

excerpt: State Investment Officer at South Dakota Investment Council $20B, 41yr tenure joined 1984 deputy 2000, marketsgroup.org 2026 Elite CIOs Part 2


entity_id: south-dakota-investment-council

excerpt: South Dakota Investment Council state investment $20B AUM, Sioux Falls South Dakota, marketsgroup.org 2026


entity_id: benjamin-cotton

excerpt: CIO at Pennsylvania PSERS $74B, US Marine veteran 25yr corporate leadership UAW RMBT Ford Motor, Vanderbilt doctorate, marketsgroup.org 2026 Elite CIOs Part 2


excerpt: PSERS Pennsylvania teacher pension $74B AUM, Harrisburg Pennsylvania, marketsgroup.org 2026


entity_id: scott-davis

excerpt: CIO at Indiana INPRS $53B since 2016, prior director public equity deputy CIO Indiana Finance Authority Motorola, marketsgroup.org 2026 Elite CIOs Part 2


entity_id: indiana-public-retirement-system

excerpt: INPRS Indiana public pension $53B AUM, Indianapolis Indiana, marketsgroup.org 2026


entity_id: steve-davis

excerpt: CIO at Sacramento County ERS $14.5B since 2016, prior Wedbush Morgan co-PM Concord Investment Counsel senior analyst, CFA CAIA, marketsgroup.org 2026 Elite CIOs Part 2


excerpt: Sacramento County ERS public pension $14.5B AUM, Sacramento California, marketsgroup.org 2026


entity_id: robin-diamonte

excerpt: CIO at RTX Raytheon Technologies $116B global $44B domestic since 2004, prior CIO Verizon $40B pension PBGC advisory chair, Morningstar board CIEBA board, CIO Hall of Fame, marketsgroup.org 2026 Elite CIOs Part 2


entity_id: rtx-corporation-pension

excerpt: RTX Raytheon Technologies corporate pension $116B global $44B domestic, Farmington Connecticut, marketsgroup.org 2026


entity_id: jane-dietze

excerpt: CIO at Brown University $7B since 2018 joined 2013, prior Columbia Capital VC Fortress Investment Group intl finance, Galaxy Digital NatGeo MicroStrategy board, marketsgroup.org 2026 Elite CIOs Part 2


entity_id: brown-university-endowment

excerpt: Brown University endowment $7B AUM, Providence Rhode Island, marketsgroup.org 2026


entity_id: amy-falls

excerpt: CIO at Northwestern University endowment $15.3B, 30yr career prior CIO Phillips Andover, Harvard Management Ford Foundation board, marketsgroup.org 2026 Elite CIOs Part 2


entity_id: stephen-gilmore

excerpt: CIO at CalPERS $580B+ appointed 2024, prior CIO NZ Super 5yr+ Australia Future Fund chief strategist, chartered accountant economist, marketsgroup.org 2026 Elite CIOs Part 2


entity_id: sriram-lakshminarayanan

excerpt: CIO at Iowa IPERS $46.68B since 2022 joined 2014 as CRO, directed $500M HF overlay $300M alt risk premia, U Minnesota Foundations IA director, Ohio U master's, marketsgroup.org 2026 Elite CIOs Part 4


entity_id: iowa-public-employees-retirement-system

excerpt: Iowa IPERS public pension $46.68B AUM, Des Moines Iowa, marketsgroup.org 2026


excerpt: EVP and CIO


excerpt: State Investment Officer 41yr


excerpt: CIO


excerpt: CIO since 2016


excerpt: CIO since 2004


excerpt: CIO since 2018


excerpt: CIO since 2024


excerpt: CIO since 2022


entity_id: jase-auby

excerpt: CIO at Teacher Retirement System of Texas TRS $220B, prior Goldman Sachs fixed income Lehman structured credit, Harvard EECS CFA, marketsgroup.org 2026 Elite CIOs Part 1


entity_id: jagdeep-singh-bachher

excerpt: CIO at University of California Investments $209B, prior EVP venture innovation AIMCo Manulife, Waterloo PhD MS management sciences, marketsgroup.org 2026 Elite CIOs Part 1


entity_id: university-of-california-investments

excerpt: University of California system investment office $209B AUM, Oakland California, marketsgroup.org 2026


entity_id: tim-barrett

excerpt: AVC and CIO at Texas Tech University System $3.49B, prior director pension investments Eastman Kodak ED/CIO SBCERA, marketsgroup.org 2026 Elite CIOs Part 1


entity_id: texas-tech-university-system-endowment

excerpt: Texas Tech University System endowment $3.49B AUM, Austin Texas, marketsgroup.org 2026


entity_id: jon-braeutigam

excerpt: CIO at Michigan Department of Treasury $110.5B, 18yr tenure pension trust funds, Michigan State degree, marketsgroup.org 2026 Elite CIOs Part 1


excerpt: Michigan Department of Treasury pension and trust $110.5B AUM, Laingsburg Michigan, marketsgroup.org 2026


entity_id: angie-buk

excerpt: CIO at 3M pension $26B, prior CIO DTE Energy Chrysler alternatives global benefits, marketsgroup.org 2026 Elite CIOs Part 1


excerpt: 3M Company corporate pension fund $26B AUM, Detroit Michigan, marketsgroup.org 2026


entity_id: jeb-burns

excerpt: CIO at Michigan MERS $19B, 22yr tenure, prior state of Michigan roles Prudential Securities, marketsgroup.org 2026 Elite CIOs Part 1


excerpt: Michigan MERS municipal pension $19B AUM, Lansing Michigan, marketsgroup.org 2026


entity_id: tj-carlson

excerpt: CIO at Missouri MOSERS $10.2B, 30yr public pensions and consulting US Marine Corps, marketsgroup.org 2026 Elite CIOs Part 1


excerpt: Missouri MOSERS state pension $10.2B AUM, Jefferson City Missouri, marketsgroup.org 2026


entity_id: scott-chan

excerpt: CIO at CalSTRS $382B, prior senior MD UC Regents CIO Sacramento SCERS hedge fund partner, UCLA econ Duke MBA CFA, marketsgroup.org 2026 Elite CIOs Part 1


entity_id: harshal-chaudhari

excerpt: CIO Global Pensions and Insurance at GE Aerospace $90B, decade+ IBM treasury strategy trading, Mumbai engineering Rochester MBA, marketsgroup.org 2026 Elite CIOs Part 1


entity_id: ge-aerospace-pension

excerpt: GE Aerospace global pensions and insurance $90B AUM, New York City, marketsgroup.org 2026


entity_id: amy-chen

excerpt: CIO at Smithsonian Institution endowment $3B since 2006, institution's first CIO, 19yr tenure, marketsgroup.org 2026 Elite CIOs Part 1


entity_id: smithsonian-institution-endowment

excerpt: Smithsonian Institution endowment $3B AUM, Washington DC, marketsgroup.org 2026


excerpt: CIO


excerpt: AVC and CIO


excerpt: CIO 18yr


excerpt: CIO 22yr


excerpt: CIO Global Pensions and Insurance


excerpt: CIO since 2006


entity_id: northern-lgps

excerpt: Northern LGPS pool UK local government pension £70B AUM covering Greater Manchester Merseyside West Yorkshire, UK, professionalpensions.com June 2026


entity_id: sera-sadrettin

excerpt: Chief Operating and Finance Officer at Northern LGPS, prior Head Alternative Assets Operations Fidelity International, professionalpensions.com June 2026


entity_id: rob-groves

excerpt: CIO at Legal and General institutional retirement, prior CIO Pension Insurance Corporation £55B pension portfolio exec committee, nearly 3 decades pension investment, professionalpensions.com June 2026


excerpt: Legal and General institutional retirement investment management, London UK, professionalpensions.com June 2026


entity_id: pension-insurance-corporation

excerpt: Pension Insurance Corporation PIC bulk annuity insurer £55B portfolio, London UK, professionalpensions.com June 2026


entity_id: tarek-saghir

excerpt: CIO at Berkeley Endowment Management Company $3.4B University of California Berkeley, professionalpensions.com June 2026


entity_id: berkeley-endowment-management-company

excerpt: University of California Berkeley endowment management $3.4B AUM, Berkeley California, professionalpensions.com June 2026


excerpt: CIO, previously West Yorkshire Pension Fund CIO


excerpt: Chief Operating and Finance Officer


entity_id: jennifer-o-brien

excerpt: CFO at Lothian Pension Fund LGPS, prior M&G divisional CFO, ipe.com June 2026


entity_id: lothian-pension-fund

excerpt: Lothian Pension Fund LGPS Scottish local government pension, Edinburgh Scotland UK, ipe.com June 2026


entity_id: john-renkema

excerpt: Partner Head of Private Markets at Avida International, prior APG Asset Management 24yr, ipe.com June 2026


entity_id: avida-international

excerpt: Avida International investment advisory and private markets, Netherlands, ipe.com June 2026


entity_id: paul-haegy

excerpt: Head of Infrastructure Debt at M&G Investments £81B private markets, prior Goldman Sachs EMEA head, ipe.com June 2026


entity_id: lee-tindell

excerpt: CIO and Technology Officer at M&G Investments, prior Mercuria CTO, ipe.com June 2026


entity_id: m-g-investments

excerpt: M&G Investments asset manager £81B+ private markets AUM, London UK, ipe.com June 2026


entity_id: srilatha-singh

excerpt: Co-head Quantitative Equity at HSBC Asset Management, prior AXA Investment Managers head of research, ipe.com June 2026


entity_id: malick-badjie

excerpt: Global Co-head of Sales at Pictet Asset Management, prior Robeco global head of sales, ipe.com June 2026


entity_id: carl-lybeck

excerpt: CEO at SH Pension Swedish fund €660M, appointed 2026 from acting CEO role, ipe.com June 2026


entity_id: sh-pension

excerpt: SH Pension Swedish pension fund €660M AUM, Sweden, ipe.com June 2026


entity_id: kate-mcgrath

excerpt: Head of ESG Fixed Income at Aberdeen Investments, prior senior manager ESG Aberdeen, ipe.com June 2026


excerpt: CFO


excerpt: CIO


excerpt: Partner Head of Private Markets


excerpt: Head of Infrastructure Debt


excerpt: CIO and Technology Officer


excerpt: CEO since 2026


entity_id: elizabeth-renshaw-ames

excerpt: Chair at Northern LGPS, prior senior independent NED Sarasin and Partners chair Aviva Master Trust, pensionsage.com April 2026


entity_id: paras-anand

excerpt: CEO at Northern LGPS Ltd, prior CIO Artemis Investment Management, pensionsage.com April 2026


entity_id: artemis-investment-management

excerpt: Artemis Investment Management active asset manager UK, London UK, pensionsage.com 2026


excerpt: Chair


excerpt: CEO


excerpt: prior CIO


entity_id: stichting-pensioenfonds-abp

excerpt: National Civil Pension Fund for government and education employees, Netherlands, €532 billion AUM (2025), largest pension fund in Netherlands


entity_id: apg-asset-management

excerpt: Dutch pension asset manager, €601 billion AUM (Dec 2025), manages investments for ABP and seven other industry pension funds


excerpt: Healthcare industry pension fund, Netherlands, second largest in Netherlands, managed through PGGM brand


entity_id: pggm

excerpt: Dutch pension asset manager for healthcare sector, manages PFZW and other plans


entity_id: norges-bank-investment-management-nbim

excerpt: Norwegian sovereign wealth fund, Government Pension Fund Global, $2.056 trillion AUM (2025), world's largest asset owner


entity_id: fonds-de-r-serve-pour-les-retraites-frr

excerpt: French pension reserve fund, €20.7 billion AUM (2025), 9.06% return in 2025


entity_id: caisse-des-d-p-ts-et-consignations-cdc

excerpt: French public financial institution, €244 billion AUM (2022), founded 1816, asset management division


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

excerpt: Italian first-pillar pension fund for doctors, €27 billion AUM book value / €29.3 billion market value (2024), 7.65% return 2025


entity_id: cassa-forense

excerpt: Italian pension fund for lawyers, €19 billion AUM (2024)


entity_id: inarcassa

excerpt: Italian pension fund for architects and engineers, part of top 5 Italian pension funds


entity_id: cassa-dottori-commercialisti

excerpt: Italian pension fund for accountants and commercial professionals, part of top 5 Italian pension funds


entity_id: enasarco

excerpt: Italian pension fund for salespeople and intermediaries, €9 billion AUM (2024)


entity_id: arbeidsmarkedets-till-gspension-atp

excerpt: Danish public pension fund, €150 billion AUM, occupational pension scheme, 19.5% return in 2025, now second-largest in Denmark after PFA


entity_id: pka-pension-fund

excerpt: Danish labour market pension fund, manages 4 pension funds with 320,000 members, $40 billion in alternative ESG investments


entity_id: pfa

excerpt: Danish pension fund, overtook ATP as Denmark's largest pension fund at end of September 2025


entity_id: ireland-strategic-investment-fund-isif

excerpt: Irish sovereign development fund managed by NTMA, €9.5 billion AUM, double bottom-line mandate (commercial return + economic impact), €2.9bn investment gains, €8.8bn committed to Irish investments


entity_id: valtion-el-kerahasto-ver

excerpt: State Pension Fund of Finland, €25.8 billion AUM (end 2025), 9.3% return 2025, 15.4% listed equities, 28.6% unlisted equities


entity_id: varma-mutual-pension-insurance-company

excerpt: Finnish mutual pension insurance company, 7.5% annual return 2025, one of largest pension insurers


entity_id: elo

excerpt: Finnish pension fund, 7.4% return 2025, 23% domestic allocation in 2025


entity_id: veritas

excerpt: Finnish pension fund, smallest of four major funds, 8.7% gain 2025


excerpt: Swedish state pension buffer fund, received assets from dissolved AP1 effective Jan 2026 as part of AP funds reform


excerpt: Swedish state pension buffer fund, SEK 557.7 billion fund capital (end June 2025), received assets from dissolved AP1 effective Jan 2026


excerpt: Swedish state pension buffer fund, merged with AP6 in 2025 AP funds reform, contributed SEK 182 billion to income pension system 2025


excerpt: Swedish state pension buffer fund, merged with AP2 in 2025, managed SEK 77.1 billion at end 2024


entity_id: alecta-pensionsf-rs-kring

excerpt: Swedish pension insurance company, €121.16 billion AUM (top 1000 European ranking), second-largest Swedish pension fund after AP7


entity_id: allianz-group

excerpt: German insurance and asset management conglomerate, €2.448 trillion AUM (2024), largest European insurance group


entity_id: allianz-global-investors-allianzgi

excerpt: Allianz asset management subsidiary, €591 billion AUM (Dec 31 2025), major infrastructure and alternative asset investor


entity_id: allianz-pensionskasse

excerpt: German corporate pension scheme for Allianz subsidiaries, €12 billion AUM, largest Pensionskasse in Germany


entity_id: bayerische-versorgungskammer-bvk

excerpt: German Pensionskasse, largest pension scheme in Germany, co-committed €12bn to venture capital initiatives


entity_id: ampega

excerpt: German asset management company within Talanx group, €194 billion in capital and real estate investments (Dec 2025)


entity_id: talanx-ag

excerpt: German insurance and asset management conglomerate, €49.0 billion insurance premiums (2025), owns Ampega


entity_id: helvetia-versicherungen

excerpt: Austrian insurance group, €159 billion AUM, oversees financial strategy and asset allocation


entity_id: helvetia-sammelstiftung

excerpt: Swiss pension fund, backed by Helvetia Insurance, 2.20% average return over three years, chosen by mid-sized companies


entity_id: publica

excerpt: Swiss federal pension fund, 6.6% investment performance 2025, 107.8% funded ratio


entity_id: profond

excerpt: Swiss pension fund, 4.4% average return over three years, more than double market norm


entity_id: asga

excerpt: Swiss pension fund, 2.86% average return over three years


entity_id: axa-group

excerpt: French insurance and asset management company, €945.50 billion AUM (2023), €87.303 billion revenue (2024)


excerpt: Merged asset management entity (Dec 31 2025), €850 billion AUM, focus on ESG and long-term savings


entity_id: assicurazioni-generali

excerpt: Italian insurance and asset management group, €900 billion AUM (2024), €84 billion revenue (2024), $116m AI impact 2025, $407m projected 2027


entity_id: zurich-insurance-group

excerpt: Swiss insurance and asset management conglomerate, €46+ billion gross written premiums (2025), early adopter of climate scenario analysis


entity_id: west-yorkshire-pension-fund

excerpt: UK public pension fund, €26 billion AUM (£23 billion), manages assets for members and employers


entity_id: lgps-central

excerpt: UK local government pension scheme pool, £100 billion AUM (€117 billion equivalent), Wolverhampton-headquartered, covers 8 LGPS funds in Midlands


entity_id: local-government-pension-scheme-lgps

excerpt: UK public pension scheme, £26.5 billion managed by Local Pensions Partnership Investments (as of March 31 2025), multiple local authority funds


entity_id: teachers-pension-scheme-tps

excerpt: UK statutory defined-benefit pension scheme, £290.7 billion pension liability (March 31 2025), pay-as-you-go funded from public funds, 28.6% employer contribution rate from April 2024


entity_id: cheshire-pension-fund

excerpt: UK local government pension fund, part of LGPS Central pool


entity_id: derbyshire-pension-fund


entity_id: leicestershire-pension-fund


entity_id: nottinghamshire-pension-fund


entity_id: shropshire-pension-fund


entity_id: staffordshire-pension-fund


entity_id: west-midlands-pension-fund

excerpt: UK local government pension fund, part of LGPS Central pool, €1.1bn regional investment drive


entity_id: worcestershire-pension-fund


entity_id: nobel-foundation

excerpt: Swedish foundation, €620 million AUM, diversified portfolio: public equities, hedge funds, private equity, venture capital, real estate, infrastructure


entity_id: vbv-vorsorgekasse

excerpt: Austrian provident fund, manages mandatory severance pay, €23.7bn total across 6 funds, 4.8% return 2025 (highest performer)


entity_id: hermann-bril

excerpt: CIO of ABP (Stichting Pensioenfonds ABP), Netherlands. Previously Chief Investment Officer of UN Joint Staff Pension Fund (2016-2021)


entity_id: patrick-kanters

excerpt: CIO Private Investments and Management Board Member at APG Asset Management (Netherlands), promoted March 2023


entity_id: peter-branner

excerpt: APG investment chief who moved to abrdn as CIO (effective May 2023)


entity_id: jayne-atkinson

excerpt: CIO of LGPS Central (UK), from Spring 2025. Previously CIO of Unilever UK Pension Fund. Focus on infrastructure assets


entity_id: josselin-kalifa

excerpt: CIO of Caisse des Dépôts (CDC) Asset Management Division (France), elected co-chair of Net-Zero Asset Owner Alliance (NZAOA) Steering Group (April 2026)


entity_id: ole-buhl

excerpt: ATP (Arbejdsmarkedets Tillægspension) Denmark, €150 billion AUM, senior leadership in environmental/social governance


entity_id: ulrika-bergman

excerpt: CIO of Nobel Foundation (Sweden), €620 million AUM


entity_id: andreas-bayerle

excerpt: CFO of Helvetia Versicherungen (Austria), oversees financial strategy, operations, and performance


entity_id: pierluigi-curti

excerpt: Investment leader at Fondazione E.N.P.A.M. (Italy), manages €27-29 billion pension fund


entity_id: john-dewey

excerpt: CIO of West Yorkshire Pension Fund (UK), €26 billion AUM


entity_id: tobias-c-pross

excerpt: CEO of Allianz Global Investors, €591 billion AUM (Dec 2025)


entity_id: ludovic-subran

excerpt: Group CIO at Allianz (Germany), oversees €2.448 trillion AUM across conglomerate


entity_id: marta-perez

excerpt: Appointed March 1, 2025 at Allianz Global Investors (Germany)


entity_id: sigrid-gr-nkvist

excerpt: Swedish pension fund major executive, benefits from surging domestic equities


excerpt: Chief Investment Officer since 2025, previously UN Pension Fund CIO


excerpt: CIO Private Investments, Management Board Member since March 2023


excerpt: Asset manager for ABP (€532bn) and seven other pension funds


excerpt: Healthcare sector pension asset management


excerpt: CIO Asset Management Division


excerpt: Chief Investment Officer from Spring 2025


excerpt: Pool managing £100 billion for 8 LGPS funds


excerpt: Head of ESG, Senior Vice President, €150bn AUM


excerpt: Chief Investment Officer, €620 million AUM


excerpt: Chief Financial Officer, €159 billion AUM


excerpt: Chief Financial Investment Officer, €27bn AUM


excerpt: Chief Investment Officer, €26 billion AUM


excerpt: Chief Executive Officer, €591 billion AUM


excerpt: Group Chief Investment Officer, €2.448 trillion AUM


excerpt: CIO Infrastructure (appointed March 2025)


excerpt: Asset management subsidiary of Allianz conglomerate


excerpt: German asset manager within Talanx group, €194 billion AUM


excerpt: Asset management merger effective Dec 31 2025, €850 billion combined AUM


excerpt: Norwegian sovereign wealth fund manager, $2.056 trillion AUM (world's largest)


entity_id: rick-rieder

excerpt: BlackRock, Head of Fundamental Fixed Income, lead of Global Allocation Investment Team since April 2019, manages ~$5T+, fixed income and global allocation strategies


entity_id: carrie-king

excerpt: BlackRock, oversees global equity investment strategy, service since 1993 including MLIM merger


entity_id: russ-koesterich

excerpt: BlackRock Global Allocation Team, 31 years experience, co-lead to CIO Rieder on fixed income strategy


entity_id: randy-berkowitz

excerpt: BlackRock Global Allocation Team, 23 years experience, leads quantitative research and asset allocation


entity_id: sarah-thompson

excerpt: BlackRock Global Allocation Team, 31 years experience, leads fundamental investment strategies


entity_id: cem-inal

excerpt: BlackRock Fundamental Equities, portfolio manager BlackRock Enhanced Equity Dividend Trust since Nov 2025, former CIO AB US Large Cap Value


entity_id: tony-despirito

excerpt: BlackRock, lead portfolio manager equity dividend portfolios, manages fundamental active equity strategies


entity_id: david-zhao

excerpt: BlackRock Fundamental Equities, portfolio manager BlackRock Equity Dividend funds since 2017


entity_id: kyle-mcclements

excerpt: BlackRock Fundamental Equities, portfolio manager equity derivatives overlay and closed-end funds


entity_id: gregory-davis

excerpt: Vanguard, oversees ~$4T across Fixed Income, Equity Index, Quantitative Equity Groups, member Board of Directors


entity_id: john-ameriks

excerpt: Vanguard, leads actively managed funds and niche equity index funds under Portfolio Management structure


entity_id: rodney-comegys

excerpt: Vanguard, oversees >$7T in indexed equity assets, leads index strategy


entity_id: sara-devereux

excerpt: Vanguard Capital Management, oversees bond funds and fixed income strategies, manages $2.5T+ in assets


entity_id: dan-ivascyn

excerpt: PIMCO, Newport Beach, lead portfolio manager income/credit hedge/mortgage opportunistic/total return strategies


entity_id: marc-seidner

excerpt: PIMCO, explores opportunities across equities, bonds, credit, commodities, member PM management committee


entity_id: eric-van-nostrand

excerpt: Lazard Asset Management (effective Jan 2026), oversees global investment platform cohesion and portfolio construction, former assistant secretary Treasury, BlackRock PM


entity_id: steve-chiavarone

excerpt: Federated Hermes, currently Deputy CIO, 21 years experience including 19 at Federated Hermes equities


entity_id: r-j-gallo

excerpt: Federated Hermes, oversees $101.8B in fixed income assets, 31 years experience, joined 2000


entity_id: piers-hillier

excerpt: Jupiter Asset Management (joined Feb 2026), oversees investment teams, 30+ years experience, former RLAM CIO


entity_id: emiel-van-den-heiligenberg

excerpt: Legal & General (Apr 2026), leads £1.2T platform with 400+ investment professionals, 30+ years experience, former BNP Paribas Multi-Asset CIO


entity_id: john-porter

excerpt: AGF Investments (effective May 2026), leads investment team and strategy, former Newton Investment Management CIO at BNY


entity_id: john-reifsnider

excerpt: Transamerica Asset Management (effective Mar 2026), 30+ years strategic leadership, oversees sub-adviser selection


entity_id: christian-roth

excerpt: Northern Trust Asset Management (June 2025), co-chairs Investment Policy Committee, 25+ years fixed income leadership at Morgan Stanley


entity_id: michael-hunstad

excerpt: Northern Trust Asset Management (June 2025), deputy CIO 12+ years, co-chairs Investment Policy Committee


entity_id: savina-rizova

excerpt: Dimensional Fund Advisors (Jan 2026), co-leads 300+ investment professionals across six countries with Gerard O'Reilly


entity_id: shannon-saccocia

excerpt: Neuberger Berman, oversees $67B AUM, 24+ years wealth management experience, former SVB Private CIO


entity_id: richard-bernstein

excerpt: Janus Henderson (Jan 2026), founder/CEO Richard Bernstein Advisors (acquired $20B), leads macro strategies and ETF construction


entity_id: ford-o-neil

excerpt: Fidelity Investments, manages Fidelity Total Bond and Strategic Income funds ($170B+), transitioning to senior advisor Sept 2026, Morningstar award winner


entity_id: celso-munoz

excerpt: Fidelity Investments Fixed Income, Fidelity Total Bond and Strategic Income, joined 2005, sector specialist


entity_id: alexandra-wilson-elizondo

excerpt: Goldman Sachs Asset Management, oversees $500B AUM, joined 2021, named partner 2024


entity_id: kay-haigh

excerpt: Goldman Sachs Asset Management, leads global fixed income strategies


entity_id: gregory-calnon

excerpt: Goldman Sachs Asset Management, Management Committee member (Jan 2026), leads public equity investment platform


entity_id: james-reynolds

excerpt: Goldman Sachs Asset Management, Management Committee member, leads credit strategies


entity_id: tyler-brown

excerpt: Wellington Management, International Contrarian Value Team, equity research analyst, Boston office


entity_id: keith-white

excerpt: Wellington Management, Global Capital Cycles and Global Contrarian Value, member Contrarian Value team, London office


entity_id: tarit-rao-chakravorti

excerpt: Wellington Management, transitioning portfolio management responsibilities 2026


entity_id: rand-araskog

excerpt: J.P. Morgan Private Capital (Mar 2026), growth equity investor, formerly Managing Director at Permira ($4B growth fund)


entity_id: eric-ghernati

excerpt: J.P. Morgan Private Capital (Mar 2026), tech equity specialist, formerly J.P. Morgan Asset Management U.S. Equity Group


entity_id: kevin-gordon

excerpt: Schwab Center for Financial Research at Charles Schwab, macro research leadership


entity_id: collin-martin

excerpt: Schwab Center for Financial Research at Charles Schwab, fixed income and credit markets analysis, 2026 outlook focus


excerpt: Senior Managing Director and CIO of Global Fixed Income, manages global allocation team, since 2019


excerpt: Global CIO of Fundamental Equities, service since 1993


excerpt: Portfolio Manager on Global Allocation Team, co-lead on fixed income strategy


excerpt: Portfolio Manager, Head of Quantitative Strategies on Global Allocation Team


excerpt: Portfolio Manager, Head of Fundamental Strategies on Global Allocation Team


excerpt: Managing Director, Head of U.S. Income & Value Team in Fundamental Equities, since 2026


excerpt: Managing Director, CIO of U.S. Fundamental Active Equity, lead portfolio manager equity strategies


excerpt: Managing Director, Co-Director of Research for US Income & Value, portfolio manager since 2017


excerpt: Managing Director, Head of Equity Derivatives Team, portfolio manager closed-end funds


excerpt: President and Chief Investment Officer, oversees ~$4T across three investment groups


excerpt: Chief Investment Officer of Vanguard Portfolio Management, Head of Quantitative and Strategic Equity


excerpt: Chief Investment Officer of Vanguard Capital Management, Head of Global Equity, oversees $7T+ indexed assets


excerpt: Chief Investment Officer and Global Head of Fixed Income, Vanguard Capital Management


excerpt: Group Chief Investment Officer and Managing Director, Newport Beach, leads multiple strategies


excerpt: Managing Director, CIO of Non-traditional Strategies, multi-asset focus


excerpt: Chief Investment Officer (joined Feb 2026), oversees investment teams and new propositions


excerpt: Global Co-Chief Investment Officer and CIO of Global Fixed Income (June 2025)


excerpt: Global Co-Chief Investment Officer and CIO of Global Equities (June 2025)


excerpt: Co-Chief Investment Officer and Global Head of Research (Jan 2026), leads 300+ investment professionals


excerpt: Chief Investment Officer of NB Private Wealth ($67B AUM), joined 2023


excerpt: Global Head of Macro and Customized Investing (Jan 2026), founder of acquired RBA ($20B)


excerpt: Portfolio Manager, Fixed Income, manages Total Bond and Strategic Income funds


excerpt: Co-Lead Portfolio Manager, transitioning to sole lead Sept 2026, joined 2005


excerpt: Partner and Global Co-Head of Multi-Asset Solutions, oversees $500B AUM


excerpt: Co-Chief Investment Officer of Fixed Income, leads global fixed income strategies


excerpt: Global Co-Head of Public Investing, Management Committee member


excerpt: Global Co-Head of Private Credit and CEO, Management Committee member


excerpt: Senior Managing Director, Equity Portfolio Manager, International Contrarian Value


excerpt: Senior Managing Director, Equity Portfolio Manager, Global Capital Cycles and Contrarian Value


excerpt: Senior Managing Director, Equity Portfolio Manager, transitioning portfolio responsibilities


entity_id: kkr

excerpt: PE mega-fund, $140.4B raised (5-yr), New York, 2026 #1 ranking PEI 300


entity_id: eqt-ab

excerpt: PE mega-fund, $134.4B raised (5-yr), Stockholm, Swedish-based #2 ranking


entity_id: blackstone

excerpt: Multi-strategy alternatives, $111.8B raised (5-yr), New York, credit/insurance/PE


entity_id: tpg

excerpt: Multi-strategy PE, $88.2B raised (5-yr), San Francisco/Fort Worth


entity_id: thoma-bravo

excerpt: Software-focused PE, $71.9B raised (5-yr), Chicago


entity_id: hg-capital

excerpt: PE, $70.2B raised (5-yr), London, tech-focused


entity_id: bain-capital

excerpt: PE diversified, $60.4B raised (5-yr), Boston


entity_id: general-atlantic

excerpt: Growth equity, $59.5B raised (5-yr), New York


entity_id: advent-international

excerpt: PE diversified, $59.3B raised (5-yr), Boston


entity_id: goldman-sachs-alternatives

excerpt: Multi-strategy alternatives, $58.7B raised (5-yr), New York


entity_id: clayton-dubilier-rice

excerpt: PE mid/lower-market, $49.5B raised (5-yr), New York, targeting $26B+ for Fund XIII


entity_id: cvc-capital-partners

excerpt: PE diversified, $49.5B raised (5-yr), Luxembourg/France, credit/secondaries scaling


entity_id: hellman-friedman

excerpt: PE software/tech, $49.0B raised (5-yr), San Francisco


entity_id: warburg-pincus

excerpt: PE growth equity, $48.4B raised (5-yr), New York


entity_id: clearlake-capital-group

excerpt: PE diversified, $42.5B raised (5-yr), Santa Monica


entity_id: ares-management

excerpt: Private credit leader, $116.3B raised (PDI 200 top rank), Los Angeles, direct lending/credit


entity_id: hps-investment-partners

excerpt: Private credit, $100.9B raised (PDI #2), New York, corporate credit/specialty lending


entity_id: goldman-sachs-asset-management

excerpt: Private credit, $87.8B raised, New York, senior lending/mezzanine/hybrid


entity_id: axa-im-alts

excerpt: Private credit, $56.9B raised, Paris, real estate lending/corporate credit


entity_id: icg-intermediate-capital-group

excerpt: Private credit, $55.8B raised, London, senior debt/subordinated/strategic credit


entity_id: blackrock

excerpt: Private credit/alternatives, $50.5B raised, New York, mid-market lending


entity_id: apollo-global-management

excerpt: Private credit, $480B AUM (2025), $48.7B raised (PDI), New York, multi-strategy credit


entity_id: the-carlyle-group

excerpt: Private credit, $43.9B raised, Washington DC, opportunistic/structured credit


entity_id: blue-owl-capital

excerpt: Private credit, $42.0B raised, New York, direct lending/GP-stakes, $8B GP Stakes Fund VI


entity_id: arxnova-asset-management

excerpt: Emerging credit manager, asset-based finance/structured credit, London, founded 2024


entity_id: dolomite-capital

excerpt: Emerging credit manager, opportunistic credit, London, $1.1B transferred + $200M seed, founded 2025


entity_id: east-wave-partners

excerpt: Emerging credit manager, asset-based lending/specialty finance, Boston, $100M SPA + $500M target, 2024


entity_id: eyre-street-capital

excerpt: Emerging credit manager, impact lending/specialty, New York, $421M transferred + $800M target, 2024


entity_id: fedaia-partners

excerpt: Emerging credit manager, special situations/structured deals, London, €250M target, founded 2020


entity_id: ferghana-investment-partners

excerpt: Emerging credit manager, hybrid capital solutions, New York, $500M target, founded 2024


entity_id: granite-asia

excerpt: Emerging credit manager, direct lending Asia-Pacific, Singapore, $500M target ($350M first close), 2024


entity_id: millennium-management

excerpt: Emerging credit manager, opportunistic credit/complex PMs, New York, $5B vehicle ($3B external target), 2025


entity_id: nlc-capital

excerpt: Emerging credit manager, fund financing/NAV lending, London/New York, $1B sub-debt + $2-3B target, 2021


entity_id: trimontium-capital

excerpt: Emerging credit manager, capital solutions/special situations, London, founded 2025


entity_id: corinthia-global-management

excerpt: Emerging credit manager, US/European direct lending, ~$5B initial commitments (SMAs), founded 2024, exploring evergreen/BDC/CLO


excerpt: Emerging credit manager, asset-based finance/opportunistic credit, $2B seed commitment, 2025


excerpt: Emerging credit manager, asset-based finance, Dallas, $1B raised, 2025


entity_id: hmc-capital

excerpt: Emerging credit manager, corporate credit/asset-based finance, Sydney, A$2B ($1.3B), launching commingled 2026


excerpt: Emerging credit manager, asset-based finance/specialty lending, New York, building dedicated team 2025


entity_id: square-nine-capital

excerpt: Emerging credit manager, opportunistic credit, Toronto, targeting $1B, first close expected 2025


entity_id: canal-road-group

excerpt: Emerging credit manager, direct lending, Miami, $1.5B raised, preparing third strategy with CLOs


entity_id: indago-capital

excerpt: Emerging credit manager, asset-based finance, New York, $1B raised, fundraising for debut fund


entity_id: kimmik-capital

excerpt: Emerging credit manager, opportunistic credit, London, targeting £300-500M, Q4 2025 launch


entity_id: kinnerton-hill

excerpt: Emerging credit manager, special situations, London, targeting $500-750M with family office anchor


entity_id: altair-industries

excerpt: Emerging PE buyout, aerospace/defense/mission-critical industrial, New York, $550M, 2026


entity_id: aphias-capital

excerpt: Emerging PE buyout, healthcare/essential services, San Francisco, $900M, 2026


entity_id: aqualis-partners

excerpt: Emerging PE secondaries, diversified, Darien CT, $100-200M SPV / $400-750M Fund I target, 2026


entity_id: aspirity-partners

excerpt: Emerging PE buyout/growth, fintech/enterprise tech, London, €875M closed, 2026


entity_id: atlas-health-capital

excerpt: Emerging PE buyout, MedTech/niche pharma/animal health, London, €350M, 2026


entity_id: awani-capital

excerpt: Emerging PE buyout, essential business/industrial services, Washington DC, $500M ($250M first close), 2026


entity_id: featherlight-capital

excerpt: Emerging PE GP seeding, climate capital, London/Montreal/New York, $1B, 2025


entity_id: goldenpeak-private-equity

excerpt: Emerging PE growth equity, B2B services, London, £375M, 2026


entity_id: sigla-capital

excerpt: Emerging PE growth equity, healthcare/business services, London, €200M, 2026


entity_id: tayeh-capital-group

excerpt: Emerging PE buyout, professional/industrial services, New York, $400M, 2026


entity_id: constellation-wealth-capital

excerpt: Emerging secondaries manager, RIA minority stakes, $1B (debut fully deployed), 2025


entity_id: foxpath-capital-partners

excerpt: Emerging credit secondaries manager, private credit secondaries, New York, $500M target (Fund I), 2025


entity_id: pact-capital

excerpt: Emerging GP-stakes manager, GP stakes strategy, 2025


entity_id: glenara-partners

excerpt: Emerging infrastructure manager, mid-market renewables/energy transition, London, 2025


entity_id: tidir

excerpt: Emerging infrastructure manager, core/core-plus dual infrastructure & VC funds, Stockholm, €1B infrastructure target, 2025


entity_id: vesper-infrastructure

excerpt: Emerging infrastructure manager, value-add energy transition/mobility/digital/healthcare, Milan, €800M (€1B hard cap), 2025


entity_id: tirnua-capital-partners

excerpt: Emerging infrastructure manager, mid-market energy transition, Dublin, 2025


entity_id: reinova-partners

excerpt: Emerging infrastructure manager, value-add clean electricity/fuels/decarbonization, London, €800M (€1B hard cap), 18-20% target IRR


entity_id: real-assets-investment-management-raim

excerpt: Emerging infrastructure manager, core-plus/value-add renewables/transportation, London, $1B (next 6-12 months), est. 2019


entity_id: visionedgeone

excerpt: Emerging infrastructure manager, value-add transport/energy/digital/social infrastructure, London, €1B (€100M first close April 2025)


entity_id: frontier-renewables

excerpt: Emerging infrastructure manager, core-plus wind/solar/battery/hydro/green hydrogen, Madrid, €500M ($580M) / 15% gross IRR


entity_id: coller-capital

excerpt: Established secondaries manager, $10B raised (ninth flagship), expanding credit-secondaries 2025-2026


entity_id: bonaccord-capital-partners

excerpt: Established GP-stakes manager, $1.6B raised (third GP stakes fund), 2025


entity_id: investcorp

excerpt: Established GP-stakes manager, $1.1B second GP staking fund closed, 2025


entity_id: caz-investments

excerpt: GP-stakes manager, CAZ GP Stakes Fund launched Feb 2026, registered interval fund, daily subscriptions, quarterly redemptions


entity_id: ridgemont-equity-partners

excerpt: PE buyout, Ridgemont Equity Partners V targeting $2.75B, expected Q3 2025 close


entity_id: warren-equity-partners

excerpt: PE buyout, Warren Equity Partners Fund V targeting $2.3B, Jacksonville FL, $150M from Florida State Board


entity_id: siguler-guff

excerpt: PE small-cap buyout, Siguler Guff Small Buyout Opportunities Fund VI targeting $2.2B, $1.67B secured Dec 2025


entity_id: pht-investment-group

excerpt: PE/specialty, inaugural fund, $500M target for fresh post-harvest produce supply chain modernization, US, initial close Aug 2025


entity_id: aperture-investors

excerpt: Emerging private credit manager, asset-backed finance, North America, $1B target, 2025


entity_id: monroe-capital

excerpt: Private credit CFO strategy, Chicago, $350M target, 2025


entity_id: runway-growth-capital

excerpt: Venture debt lender, technology/healthcare/consumer focus, $68.8B market (2025), Menlo Park/Chicago/NYC, acquired by BC Partners Credit & Mount Logan 2025


entity_id: global-infrastructure-partners-gip

excerpt: Infrastructure fund, Mid-Market Fund V targeting $7B, BlackRock-backed, 2025


entity_id: sosteneo-infrastructure

excerpt: Emerging infrastructure manager, clean energy, Sosteneo Clean Energy Infrastructure Fund II targeting €1B ($1.17B), Europe, 2025


entity_id: charter-hall

excerpt: Real assets fund, Charter Hall Convenience Retail Fund targeting AUD 2.5B ($1.63B), Australia, 2025


entity_id: capitalspring-investment-partners

excerpt: Multi-asset fund, CapitalSpring Investment Partners VII targeting $1B, 2025


entity_id: lgt-capital-partners

excerpt: Fund of funds, LGT Asia-Pacific Fund of Funds targeting $1.2B, Asia-Pacific, 2025


entity_id: hig-capital

excerpt: PE small-cap buyout, HIG Capital expanding small-cap buyout focus with new fund, 2025-2026


entity_id: brookfield

excerpt: Infrastructure mega-fund, energy transition leader, manages ~$250B+ across infra/real assets


entity_id: copenhagen-infrastructure-partners-cip

excerpt: Infrastructure manager, energy transition specialist, top-4 private thematic energy transition fund manager


entity_id: meridiam

excerpt: Infrastructure manager, North America-focused, $1.8B raised for sustainable/climate-resilient assets, 2025


entity_id: ta-associates

excerpt: Mid-market PE, high-growth tech/healthcare/financial services, $47.5B+ AUM


entity_id: audax-group

excerpt: Mid-market PE, distinctive model, $39B+ AUM


entity_id: blackstone-tactical-opportunities

excerpt: Mid-market PE complex situations, $36B under management


entity_id: gtcr

excerpt: Mid-market PE, Leaders Strategy with executive recruitment focus, $35B+ AUM


entity_id: the-riverside-company

excerpt: Mid-market PE, entrepreneur partnership model, $13B+ AUM, global footprint


excerpt: Regional PE, UK-based, established diversified investor


entity_id: apax-partners

excerpt: Regional PE, UK-based, established tech/services focus


entity_id: ardian

excerpt: Regional PE, France-based, established diversified investor


entity_id: bc-partners

excerpt: Regional PE, UK-based, acquired Runway Growth Capital (venture debt) 2025


entity_id: bridgepoint-capital

excerpt: Regional PE, UK-based, established mid-market investor


entity_id: cinven

excerpt: Regional PE, UK-based, established buyout investor


entity_id: jafco

excerpt: Regional fund, Japan-based, established tech/growth investor


entity_id: mbk-partners

excerpt: Regional fund, South Korea-based, established buyout investor


entity_id: boyu-capital

excerpt: Regional fund, Hong Kong-based, established Asia-focused investor


entity_id: citic-capital

excerpt: Regional fund, China-based, established diversified investor


entity_id: hillhouse-capital-group

excerpt: Regional fund, Singapore-based, established Asia-tech investor


excerpt: Co-founder/Partner, opportunistic credit & complex PMs


excerpt: Founder, former DWS/Blackstone, capital solutions specialist


excerpt: Co-founder, asset-based finance specialist


excerpt: Head of private capital, former Blackstone, building asset-based lending team


excerpt: Co-founder, ex-CalPERS CIO, opportunistic credit specialist


entity_id: peter-ma--founded--square-nine-capital

excerpt: Co-founder, former Morgan Stanley, opportunistic credit specialist


entity_id: daphne-dufresne--founded--awani-capital

excerpt: Founder, essential business services PE specialist


entity_id: elizabeth-tulach

excerpt: CIO at Boeing Company pension $49B, 20yr Boeing tenure prior deputy CIO MD strategy GE Capital PE global equity, marketsgroup.org 2026 Elite CIOs Finale


entity_id: gianni-golinelli

excerpt: Head of Finance at ENPACL Italian labor consultants pension €1.6B joined 2013, prior Banca Esperia Armonia SIM Thesaurum SIM, Bologna econ London U master financial policy, marketsgroup.org 2026 Elite European Allocators Part 2


entity_id: boeing-company-pension

excerpt: Boeing Company corporate pension fund $49B AUM, Chicago Illinois, marketsgroup.org 2026


entity_id: enpacl

excerpt: ENPACL Italian Pension Institution for Labor Consultants €1.6B AUM, Rome Italy, marketsgroup.org 2026


entity_id: kristin-varela

excerpt: CIO at Hawaii ERS $25.1B, prior deputy/interim CIO New Mexico PERA $17B, 15yr institutional investment, marketsgroup.org 2026 Elite CIOs Finale


entity_id: jonas-thulin

excerpt: CIO and Head of Asset Management at AP3 Sweden Third National Pension Fund €76.7B appointed 2024, prior Erik Penser Bank 6yr Nordea head asset allocation global alpha, Stockholm U and U Queensland master's, marketsgroup.org 2026 Elite European Allocators Finale


entity_id: employees-retirement-system-of-hawaii

excerpt: Hawaii ERS state pension $25.1B AUM, Honolulu Hawaii, marketsgroup.org 2026


excerpt: AP3 Sweden Third National Pension Buffer Fund €76.7B AUM, Stockholm Sweden, marketsgroup.org 2026


entity_id: anja-mikus

excerpt: CEO and CIO at KENFO German nuclear decommissioning SWF €25B, 8yr tenure, prior CIO Arabesque AM MD Union Investment Allianz, Commerzbank supervisory board, Gottingen business admin, marketsgroup.org 2026 Elite European Allocators Part 4


entity_id: michigan-state-university-foundation

excerpt: Michigan State University Foundation endowment $4.2B AUM, East Lansing Michigan, marketsgroup.org 2026


entity_id: kenfo

excerpt: KENFO German nuclear waste fund sovereign wealth fund €25B AUM, Berlin Germany, marketsgroup.org 2026


excerpt: CIO


excerpt: Head of Finance since 2013


excerpt: CIO since 2024


excerpt: CIO since 2016


excerpt: CEO and CIO


entity_id: shaun-manuell

excerpt: CIO at AustralianSuper (A$410B), formerly head of Australian equities, 13 years internal equity team management, started role July 1 2026, Australia


entity_id: eric-doppstadt

excerpt: Ford Foundation ($16.6B AUM), joined 1989 as resident counsel, director of private equity investments 2000-2009, corporate finance/M&A attorney at Paul Weiss


entity_id: mark-delaney

excerpt: Outgoing CIO at AustralianSuper, 25 years tenure, Deputy CEO, background in Treasury and National Mutual/AXA, economist, left June 20 2026, Australia


entity_id: kathleen-jacobs

excerpt: RWJBarnabas Health ($10B AUM), previously CIO at NYU (8 years), roles at NY-Presbyterian, Juilliard, Goldman Sachs, JPMorgan


entity_id: luke-smith

excerpt: Co-head of Australian equities at AustralianSuper (A$410B), jointly oversees AUD-focused portfolio, 2026, Australia


entity_id: larry-krummen

excerpt: Missouri MPERS ($4.1B AUM), joined 2003, director of investments Missouri State Treasurer, state financial analysis background


entity_id: andrew-smith


entity_id: shoaib-khan

excerpt: NJ Division of Investment ($120B AUM), appointed 2022, senior portfolio manager FSB of Administration, global portfolio management UBP, J.P. Morgan Alternative Asset Management


entity_id: nick-ward

excerpt: Private credit leadership at AustralianSuper (A$410B), deployed to New York office, 2026, Australia


entity_id: yup-kim

excerpt: Texas TMRS ($47B AUM), head of private equity CalPERS, senior portfolio manager Alaska Permanent Fund, Deutsche Bank private equity, Silver Point Capital, Citigroup


entity_id: mark-hargraves

excerpt: International and PE leadership at AustralianSuper (A$410B), based in London office, 2026, Australia


entity_id: rex-kim

excerpt: Oregon State Treasury ($104B AUM), appointed April 2020, senior consultant Multnomah Group, Tallwoods Partners, Common Sense Investment, hedge fund research


entity_id: bob-debi-tewari

excerpt: Global equities leadership at AustralianSuper (A$410B), based in London office, 2026, Australia


entity_id: geeta-kapadia

excerpt: Fordham University ($1.1B AUM), joined 2022, associate treasurer Yale New Haven Health, senior investment consultant Mercer London/Edinburgh, Capital Metrics India


entity_id: damian-moloney

excerpt: Deputy CIO at AustralianSuper (A$410B), based in London office, senior leadership role, 2026, Australia


entity_id: jason-klein

excerpt: Memorial Sloan Kettering ($9B AUM), joined 2008 to establish investments office, CIO Museum of Modern Art, senior private equity Lehman Brothers


entity_id: alistair-barker

excerpt: Asset allocation leadership at AustralianSuper (A$410B), portfolio construction role, 2026, Australia


entity_id: sriram-lakshminarayanan

excerpt: Iowa IPERS ($46.68B AUM), joined 2014 as chief risk officer, promoted CIO 2022, hedge fund overlay and alternative risk premia leader


entity_id: justine-o-connell

excerpt: Portfolio strategy and risk leadership at AustralianSuper (A$410B), governance role, 2026, Australia


entity_id: kim-lew

excerpt: Columbia Investment Management ($15.9B AUM), joined 2020, CIO Carnegie Corp, Ford Foundation, middle-market banking Chemical Bank, Prudential Capital


entity_id: sonya-sawtell-rickson

excerpt: CIO at HESTA superannuation fund (A$100B+), appointed July 2017, oversees investment program, 2026, Australia


entity_id: timothy-f-mccusker

excerpt: NEPC, FSA/CFA/CAIA, CIO before becoming president January 2026, Towers Perrin actuarial consulting, Colgate mathematics degree


entity_id: jeff-brunton

excerpt: Deputy CIO at HESTA, head of portfolio management, promoted 2026, Australia


entity_id: sarah-samuels

excerpt: NEPC, CFA/CAIA, oversees asset allocation portfolio construction OCIO manager selection, managing director Wellesley College, deputy CIO Mass PRIM


entity_id: kate-misic

excerpt: Portfolio design head at HESTA, joined from Telstra Super interim CIO role, April 2026, Australia


entity_id: joshua-beers

excerpt: NEPC, joined 2018 from Liberty Mutual (decade private markets), MBA Babson Olin, BS Quinnipiac Finance


entity_id: sam-sicilia

excerpt: CIO at Hostplus (A$115B), oversees deputy co-CIOs, 2026, Australia


entity_id: timothy-bruce

excerpt: NEPC, directs portfolio construction public private markets, speaker and white paper author, MBA Chicago Booth, BA Brown Economics


entity_id: greg-clerk

excerpt: Deputy CIO at Hostplus (A$115B), reports to CIO Sam Sicilia, 2026, Australia


entity_id: oliver-fadly

excerpt: NEPC since 2011, oversees global private debt research, co-leads Credit Beta, bank loan associate State Street


entity_id: susan-orr

excerpt: Deputy CIO at Hostplus (A$115B), promoted from head of investment research and real assets, former Jana Investment Advisers infrastructure lead, 12 years experience, 2026, Australia


entity_id: phillip-r-nelson

excerpt: NEPC since 2011, CFA, leads macroeconomic outlook capital market assumptions, Pinnacle West Capital investments oversight


entity_id: michael-clancy

excerpt: CIO at REST Super, CFA and GAICD credentials, 2026, Australia


entity_id: dulari-pancholi

excerpt: NEPC since 2006, CFA/CAIA, MBA UMass, Yale SOM Sustainable Finance


entity_id: ian-patrick

excerpt: CIO at Australian Retirement Trust (merged Sunsuper/QSuper), oversees private markets and investment strategy, 2026, Australia


entity_id: matthew-ritter

excerpt: NEPC since 2012, CAIA, Real Assets Beta Group leader, GMO and Brooke Private Equity, BS Northeastern Business


entity_id: andrew-fisher

excerpt: Senior investment role at Australian Retirement Trust, portfolio resilience focus, 2026, Australia


entity_id: neil-n-sheth

excerpt: NEPC since 2009, investment since 1993, founder hedge fund Berkshire Partners, private equity M/C Partners General Atlantic, Wharton BS


entity_id: john-pearce

excerpt: CIO at UniSuper (A$21B), 25+ years financial services experience in Australia and Asia, oversees 24-member investment team since 2009, 2026, Australia


entity_id: alec-rapaport

excerpt: NEPC since 2020, fixed income research and due diligence, senior fixed income portfolio manager Mercer Investments, NYU Stern MBA


entity_id: sandra-lee

excerpt: Private markets head at UniSuper (A$21B), manages A$15B+ in infrastructure and private equity, 2026, Australia


entity_id: elton-thomaj

excerpt: NEPC since 2013, CAIA, portfolio construction team, healthcare endowments, BA Mathematics Aristotle University Greece


entity_id: charles-wu

excerpt: Former CIO at State Super NSW, ML/AI expertise in pension funds, joined Frontier Advisors partnership Dec 2025, industry recognition for technology innovation, 2026, Australia


entity_id: shelley-r-santulli

excerpt: NEPC since 2022, 25+ years real estate, EVP American Realty Advisors, MD Berkshire Group, BA Duke, MBA Chicago


entity_id: con-michalakis

excerpt: CIO at Funds SA South Australia, joined Feb 2025 from Hostplus deputy CIO, head of investments at Statewide Super 13 years, 2021 CIO Power 100 member, 2026, Australia


entity_id: larissa-davy

excerpt: NEPC since 2012, private infrastructure strategies, hedge fund risk parity due diligence, emerging diverse manager committee, BA DeMontfort


entity_id: simon-warner

excerpt: CIO at Aware Super (A$210B), started Oct 2025, replacing Damian Graham, oversees public equities, defensive, and private markets divisions, 2026, Australia


entity_id: andrew-pettersen

excerpt: NEPC since 2018, CFA, private equity venture growth globally, associate director TwinFocus Capital, BA Villanova Economics Political Science


entity_id: jenny-newmarch

excerpt: Private markets leadership at Aware Super (A$210B), stand-alone division leadership, 2026, Australia


entity_id: jennifer-appel

excerpt: NEPC since 2016, CFA, asset allocation team, global macroeconomic research monetary policy, BS Babson Business Management


entity_id: graeme-miller

excerpt: CIO at Mercer Super, started Q2 2025, formerly TelstraSuper CIO since 2016, CIMA designation, Melbourne-based, 2026, Australia


entity_id: colton-lavin

excerpt: NEPC since 2017, CFA, direct lending mezzanine niche strategies, Credit Beta Group, BS Maryland Finance


entity_id: patrick-charbonneau

excerpt: CIO at PSP Investments Canada (C$430B+), 18 years at PSP, 20+ years infrastructure sector experience, started Feb 3 2025, oversees portfolio design and beta, Canada


entity_id: nedelina-petkova

excerpt: NEPC since 2013, marketable equity team global equity strategies, senior consultant healthcare endowments, BBB UNLV International Business


entity_id: blake-hutcheson

excerpt: CEO at OMERS (C$145.5B), temporarily assumed CIO duties following Ralph Berg departure July 2026, senior leadership role, Canada


entity_id: linda-hoffman

excerpt: NEPC since 2019, private investment funds ERISA matters, 15+ years investment management, Brown Brothers Harriman BNY Mellon Mizuho, Cardozo JD


entity_id: ralph-berg

excerpt: Outgoing CIO at OMERS (C$145.5B), 3 years tenure, 30+ years investment sector experience, leaving July 1 2026 for Temasek Singapore, Canada


entity_id: kevin-lau-hansen

excerpt: NEPC (returned May 2023), hedge fund infrastructure risk compliance, senior analyst Aksia, associate Saigon Asset Management, Connecticut College BA


entity_id: gordon-fyfe

excerpt: CEO/CIO at BCI (C$300B+), dual leadership role overseeing all investment operations, 2026, Canada


entity_id: marcie-frost

excerpt: CalPERS, CEO since October 2016, oversees $460B+ public pension fund operations


entity_id: daniel-garant

excerpt: Public markets leadership at BCI (C$300B+), oversees private debt, 2026, Canada


entity_id: ted-eliopoulos

excerpt: CalPERS, named fall 2014, oversees institutional investment strategy


entity_id: jennifer-coulson

excerpt: ESG leadership at BCI (C$300B+), environmental and social governance oversight, 2026, Canada


entity_id: henry-jones

excerpt: CalPERS Board, governs $460B+ pension fund


entity_id: gillian-brown

excerpt: Dual CIO role at Ontario Teachers' Pension Plan (C$31.2B surplus), co-leads investment strategy with Stephen McLennan, 2026, Canada


entity_id: theresa-taylor

excerpt: CalPERS Board, oversees fund governance and fiduciary duties


entity_id: stephen-mclennan

excerpt: Dual CIO role at Ontario Teachers' Pension Plan (C$31.2B surplus), co-leads investment strategy with Gillian Brown, 2026, Canada


entity_id: anastasia-titarchuk

excerpt: NY State Common Retirement Fund ($120B+ AUM), manages state employee retirement assets


entity_id: justin-lord

excerpt: CIO at AIMCo (C$182B), 14 years at organization, promoted July 2025 from public markets division lead, focuses on cost efficiency and passive strategies, Canada


entity_id: thomas-p-dinapoli

excerpt: NY State Comptroller (2018+), administers common retirement fund


entity_id: annesley-wallace

excerpt: CEO at HOOPP (460K+ members), appointed April 1 2025, replaced Jeff Wendling, 2026, Canada


entity_id: benjamin-l-cotton

excerpt: Pennsylvania PSERS ($80B+ AUM), oversees public school employee investments


entity_id: jacky-lee

excerpt: Portfolio leadership at HOOPP, oversees total portfolio approach since Jan 2026, 2026, Canada


entity_id: terrill-sanchez

excerpt: Pennsylvania PSERS, interim as of January 2022


entity_id: jennifer-shum

excerpt: Structured credit and private debt leadership at HOOPP, senior investment role, 2026, Canada


entity_id: marcus-frampton

excerpt: Alaska Permanent Fund Corporation, promoted September 2018


entity_id: charles-mond

excerpt: CEO at CDPQ/La Caisse (C$473B), Quebec pension plan administrator, oversees global investment operations, 2026, Canada


entity_id: angela-rodell

excerpt: Alaska Permanent Fund Corporation, manages sovereign wealth fund assets


entity_id: john-graham

excerpt: CEO at CPP Investments (C$793B+), oversees largest Canadian pension fund for 22M Canadians, 2026, Canada


entity_id: jason-brune

excerpt: Alaska Permanent Fund Board, appointed 2022


entity_id: heather-munroe-blum

excerpt: Board chair at CPP Investments (C$793B+), governance leadership, 2026, Canada


entity_id: edwin-denson

excerpt: Wisconsin SWIB ($100B+ AUM), appointed April 2021, CIO Industry Innovation Award 2022


entity_id: ray-gilmour

excerpt: CEO at AIMCo (C$182B), appointed Dec 2025, ~805 employees across 5 continents, 2026, Canada


entity_id: jo-taylor

excerpt: Ontario Teachers' Pension Plan (OTPP), succeeded Ron Mock January 2020


excerpt: CIO since July 1 2026, formerly head of Australian equities


entity_id: steve-mcgirr

excerpt: Ontario Teachers' Pension Plan, oversees governance of $200B+ fund


excerpt: Former CIO, 25 years tenure, left June 20 2026


excerpt: CPP Investment Board ($600B+ AUM), oversees Canada's pension fund


excerpt: Senior portfolio manager, co-head Australian equities


excerpt: CPP Investment Board, appointed February 26 2021


entity_id: peter-ballon

excerpt: CPP Investment Board, multifamily housing strategic partnerships


excerpt: Head of private credit, deployed to New York