entity_id: mill-creek-capital-advisors


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

entity_type: edge

excerpt: Founded 2024 after leaving Millennium Management. Hedgeweek 2024.

source_type: url


entity_id: regions-asset-management

entity_type: node

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


entity_id: bobby-jain--founded--jain-global

excerpt: Founded July 2024 after leaving Millennium as co-CIO. Business Standard 2024.


entity_id: moneta


excerpt: Founded 2025 as CIO. Left Goldman Sachs after 20+ years as co-head commodities trading. Hedgeweek 2025.


entity_id: balentine


excerpt: Founded May 2025 as CIO. Left BlackRock as APAC CIO. Hedgeweek 2025.


entity_id: truist-advisory-services-inc


excerpt: Founded January 2025. Global macro hedge fund based in Amsterdam. Hedgeweek 2025.


entity_id: mariner-wealth-advisors


excerpt: Co-founded Q2 2025. Left UBS. Abu Dhabi-based. Paragon Alpha 2025.


entity_id: the-family-office-at-synovus


excerpt: Co-founded Q2 2025. Abu Dhabi-based multi-strategy fund. Paragon Alpha 2025.


entity_id: focus-partners-wealth

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


excerpt: Portfolio manager at Polymer Capital. Ex-JP Morgan. Leads Japan equity long/short fund. Hedgeweek 2025.


entity_id: summit-trail-advisors


excerpt: Founded Polymer Capital in 2019. Left Point72 Asia. Hong Kong-based. Hedgeweek 2025.


entity_id: evercore-wealth-management


excerpt: Manager/CIO at Altimeter. Tech-focused equity long/short strategy. Institutional Investor 2025.


entity_id: the-wealth-consulting-group


excerpt: Business development and investor relations manager at Empyrean. Institutional Investor 2025.


entity_id: thomas-kim

excerpt: Deputy CIO at Maryland State Retirement Pension System $70B Baltimore, 0.5yr tenure, prior Tennessee Consolidated Retirement System 2010-2024 $28B cash management portable alpha, marketsgroup.org 2025 The Next Elite Part 3


excerpt: Manager at Tekne Capital. Global South tech focus. Institutional Investor 2025.


excerpt: Maryland State Retirement Pension System public pension $70B AUM, Baltimore Maryland, marketsgroup.org 2025


entity_id: whittier-trust-company


excerpt: Founded January 2025. Energy infrastructure long-short equity focus. Institutional Investor 2025.


entity_id: newedge-wealth


excerpt: Manager at Coatue. Structured equity and capital solutions focus. Institutional Investor 2025.


entity_id: trilogy-financial


entity_id: yuxi-li--founded--karana-capital

excerpt: Founded December 2023 as Founder/CEO/CIO. New York-based quantamental equity strategy. Hedge Fund Journal 2025.


entity_id: todd-mattina

excerpt: Asset Risk Allocation CIO Head Economist at SWIB $162B Madison, 2yr tenure, prior Mackenzie Investments Toronto IMCO IMF deputy division chief CPP Investment Board PM, Queens PhD economics, marketsgroup.org 2025 The Next Elite Part 3


excerpt: Co-Portfolio Manager at 36ONE. Joined November 2017 from KPMG. Hedge Fund Journal 2025.


entity_id: brownson-rehmus-foxworth


excerpt: Founded 2023 as CIO/Founder. European credit hedge fund strategy. Alternatives Watch 2025.


excerpt: Managing Partner & Co-Chief Investment Officer


excerpt: Co-founder at Haverstock Capital. Hedge Fund Journal 2025.


excerpt: Chief Investment Officer & Partner


excerpt: Co-founder at Haverstock. Left Point72. ~$300M AUM. Hedge Fund Journal 2025.


excerpt: Managing Partner & Chief Investment Officer


entity_id: rob-tau--founded--aeonea

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


excerpt: Chief Investment Officer


excerpt: Founded/CIO at Invictus. Hong Kong-based. Ex-Point72 Japan head. Launch Q1 2026. Hedgeweek 2025.


excerpt: Founder, CEO & Managing Member, Investment Committee


excerpt: Co-founder at Invictus. Ex-BNP Paribas prime services specialist. Hedgeweek 2025.


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


excerpt: Portfolio manager at Nexus. Ex-Goldman Sachs head of Asia bulk commodity trading. Hedgeweek 2025.


excerpt: Trader at Nexus. Shanghai-based. Ex-Goldman Sachs. Hedgeweek 2025.


excerpt: Investment Strategy Leader


entity_id: state-of-wisconsin-investment-board

excerpt: SWIB public pension $162B AUM, Madison Wisconsin, marketsgroup.org 2025


excerpt: Founding Partner at Nexus. Ex-Barclays and Deutsche Bank hedge fund specialist. Caproasia 2025.


excerpt: Founded Bridgewater in 1975. Legendary hedge fund pioneer. Alternative Fund Insight 2025.


excerpt: Senior Vice President & Chief Investment Officer


entity_id: vicky-erwin

excerpt: MD Public Investments Acting Deputy CIO at Eli Lilly Benefit Plan $32B Indianapolis, 26yr tenure, pension equity DC strategies, CFA, marketsgroup.org 2025 The Next Elite Part 3


excerpt: Co-Chief Investment Officer


entity_id: eli-lilly-benefit-plan-investment-team

excerpt: Eli Lilly corporate pension benefit plan $32B AUM, Indianapolis Indiana, marketsgroup.org 2025


excerpt: Chief Investment Officer & Director of Research


entity_id: amanda-cogar

excerpt: Director Pension Investments at Delta Air Lines $16B Atlanta, 12yr tenure, prior Wilmington Trust AVP real assets private RE, Georgia State MBA CFA CFA Society Atlanta trustee, marketsgroup.org 2025 The Next Elite Part 3


entity_id: adri-chaikin

excerpt: MD Investment Office at RWJ Barnabas Health $10B NYC, 1yr tenure, prior NYU investments MD NYU-Presbyterian Hospital 8yr, MIT Martin Trust Center board, MIT BA math, marketsgroup.org 2025 The Next Elite Finale


excerpt: Chief Investment Officer


entity_id: rwj-barnabas-health

excerpt: RWJ Barnabas Health system $10B investment AUM, New York, marketsgroup.org 2025


excerpt: Chief Investment Officer & Managing Partner


excerpt: Ex-Millennium trader who left to found Taula Capital Management. Hedgeweek 2024.


entity_id: andy-christensen

excerpt: Deputy Executive Director at Minnesota State Board of Investment $156B St Paul, 6yr tenure, prior GHR Foundation Carleton College private markets American Express AM PM, Minnesota BA Carlson MBA CAIA Harvard Kennedy executive, marketsgroup.org 2025 The Next Elite Finale


excerpt: Ex-Millennium co-CIO who left to found Jain Global. Business Standard 2024.


entity_id: minnesota-state-board-of-investment

excerpt: Minnesota State Board of Investment public pension $156B AUM, St Paul Minnesota, marketsgroup.org 2025


excerpt: Spent 20+ years at Goldman as co-head of global commodities trading before founding Nexus. Hedgeweek 2025.


entity_id: cynthia-do-nascimento

excerpt: MD Investments at RWJ Barnabas Health $10B NYC, 1yr tenure, 10yr NYU Investment Office MD Marathon AM Palladium Equity CHS Capital PE, Illinois BA Harvard MBA, marketsgroup.org 2025 The Next Elite Finale


entity_id: steve-neel

excerpt: Deputy CIO at New Mexico Educational Retirement Board $17B Albuquerque, 19yr tenure, oversees private markets alts, marketsgroup.org 2025 The Next Elite Finale


entity_id: new-mexico-educational-retirement-board

excerpt: NMERB public pension $17B AUM, Albuquerque New Mexico, marketsgroup.org 2025


entity_id: sean-ross

excerpt: Investment Officer at Fire Police Pension Association of Colorado $2B private markets Minneapolis, 16yr tenure, PE credit real assets RE, Thomson Reuters Denver MBA Colorado BA, marketsgroup.org 2025 The Next Elite Finale


excerpt: Chief Investment Officer & Partner


excerpt: Fire Police Pension Association of Colorado public pension $2B private markets AUM, Colorado, marketsgroup.org 2025


excerpt: 18-year career at BlackRock as APAC CIO before founding 3R Investment Management. Hedgeweek 2025.


entity_id: jon-shoen

excerpt: MD at Texas County District Retirement System $50B Austin, 14yr tenure, prior Montana Board of Investments Insight Capital Research 9yr equity analyst, Santa Clara CFA CAIA, marketsgroup.org 2025 The Next Elite Finale


excerpt: Ex-Point72 Japan head who left to found Invictus Investment Partners. Hedgeweek 2025.


excerpt: TCDRS public pension $50B AUM, Austin Texas, marketsgroup.org 2025


excerpt: Ex-Point72 Asia head who founded Polymer Capital Management. Hedgeweek 2025.


entity_id: erol-sonderegger

excerpt: Deputy CIO at Minnesota State Board of Investment $156B St Paul, 6yr tenure, investment risk management asset allocation, prior Galliard Capital head client PM Riversource Investments fixed income PM, George Washington BBA CFA CAIA, marketsgroup.org 2025 The Next Elite Finale


excerpt: Chief Investment Officer


excerpt: Deputy CIO


excerpt: Asset Risk Allocation CIO


excerpt: MD Public Investments Acting Deputy CIO


excerpt: Director Pension Investments


excerpt: MD Investment Office


excerpt: Deputy Executive Director


excerpt: MD Investments


excerpt: Investment Officer


excerpt: MD


excerpt: Alternative Investments Strategy Lead


excerpt: Director, Investment Strategy Team


excerpt: Co-Chief Investment Officer


excerpt: Chief Investment Strategist


excerpt: Chief Investment Officer of Systematic Strategies


excerpt: Founding Partner & Chief Investment Officer


excerpt: Chief Investment Officer & Partner


excerpt: Chief Investment Officer


excerpt: Deputy CIO


entity_id: elliot-dornbusch

excerpt: Founder CEO CIO at CV Advisors $13B Miami, founded Clearview Partners 2003 co-founded CV Advisors 2009, real estate developer Caracas, Babson MBA, marketsgroup.org 2026 Elite Private Wealth CIOs Part 2


entity_id: cv-advisors

excerpt: CV Advisors RIA $13B AUM, Miami Florida, marketsgroup.org 2026


entity_id: matt-farrell

excerpt: Deputy CIO at WE Family Offices $15B Miami joined 2019, prior Credit Suisse 10yr alts research structured products Howe Barnes investment banker, NC State undergrad UNC Chapel Hill MBA, marketsgroup.org 2026 Elite Private Wealth CIOs Part 2


entity_id: we-family-offices

excerpt: WE Family Offices multi-family office $15B AUM, Miami Florida, marketsgroup.org 2026


entity_id: joel-houck

excerpt: CIO Chair IC at HB Wealth formerly Homrich Berg $30B DC, prior WMS Partners (acquired by HB 2024) A.G. Edwards equity research 1997 5yr Wells Fargo specialty finance research, Miami U BA math stats MBA, marketsgroup.org 2026 Elite Private Wealth CIOs Part 2


entity_id: hb-wealth

excerpt: HB Wealth formerly Homrich Berg RIA $30B AUM, Washington DC, marketsgroup.org 2026


entity_id: douglas-huber

excerpt: Deputy CIO at Wealth Enhancement Group $136B Boston, prior Wealth Enhancement VP investment strategy North American Management 7yr Federal Street Advisors senior research alts, Babson BA finance economics, marketsgroup.org 2026 Elite Private Wealth CIOs Part 2


entity_id: wealth-enhancement-group

excerpt: Wealth Enhancement Group RIA $136B AUM, Boston Massachusetts, marketsgroup.org 2026


entity_id: andrew-kelsen

excerpt: CIO at Moneta $42B Clayton MO promoted early 2024, 20yr+ global capital markets Chicago Teachers Pension Fund alts interim CIO PE credit natural resources, Keene State economics, marketsgroup.org 2026 Elite Private Wealth CIOs Part 2


entity_id: moneta

excerpt: Moneta RIA $42B AUM, Clayton Missouri, marketsgroup.org 2026


entity_id: erik-lehr

excerpt: CIO at Empirical Wealth Management $9B Seattle Portland, 14yr tenure joined 2012, UW computational finance risk management U Oregon MS economics, marketsgroup.org 2026 Elite Private Wealth CIOs Part 3


entity_id: empirical-wealth-management

excerpt: Empirical Wealth Management RIA $9B AUM, Seattle Washington, marketsgroup.org 2026


entity_id: peter-lowden

excerpt: CIO at Syon Capital $5.4B San Francisco, 2yr tenure, 30yr+ public private markets, prior Miracle Mile Advisors CIO Karp Capital CIO, Colorado Boulder BS finance, marketsgroup.org 2026 Elite Private Wealth CIOs Part 3


entity_id: syon-capital

excerpt: Syon Capital RIA $5.4B AUM, San Francisco California, marketsgroup.org 2026


entity_id: matt-krauss

excerpt: Partner CIO at Corient $225B Dallas, 16yr tenure, prior Falcon Fund analyst trader 6yr RGT Wealth Advisors director research CIO grew $1.8B to $4.7B before CI Financial acquisition, Duke undergrad, marketsgroup.org 2026 Elite Private Wealth CIOs Part 3


entity_id: corient

excerpt: Corient formerly RGT Wealth Advisors RIA $225B AUM, Dallas Texas, marketsgroup.org 2026


entity_id: tim-melly

excerpt: CIO at Dakota Wealth Management $6.3B Palm Beach, 4yr tenure, prior Persimmon Capital 7yr+ director investment research co-founded Blue Wave Global quant LS equity HF, Drexel BA finance economics CFA, marketsgroup.org 2026 Elite Private Wealth CIOs Part 3


entity_id: dakota-wealth-management

excerpt: Dakota Wealth Management RIA $6.3B AUM, Palm Beach Gardens Florida, marketsgroup.org 2026


entity_id: eric-sterner

excerpt: CIO at Apollon Wealth Management $8.6B Bridgewater NJ, 3yr tenure, prior Prudential Financial State Street Alternative Investment Solutions MetLife multi-asset strategy risk budgeting, UMass MBA honors UConn BA, marketsgroup.org 2026 Elite Private Wealth CIOs Part 4


entity_id: apollon-wealth-management

excerpt: Apollon Wealth Management RIA $8.6B AUM, Bridgewater New Jersey, marketsgroup.org 2026


entity_id: mark-thomas

excerpt: MD CIO at Greycourt $23B Pittsburgh, 20yr+ HF commodities strategies, prior CTC manager research PPM Energy Enron EY PwC energy consultant, Colorado School of Mines PhD mineral economics George Mason BS economics, marketsgroup.org 2026 Elite Private Wealth CIOs Finale


entity_id: greycourt

excerpt: Greycourt family office advisory $23B AUM, Pittsburgh Pennsylvania, marketsgroup.org 2026


entity_id: lindsey-woodward-rafkind

excerpt: Co-CIO at Abacus Wealth Partners $3.3B Santa Monica joined 2017, value-aligned investing sustainability, Acumen Impact Circle, Arizona BA economics UNM Anderson MBA, marketsgroup.org 2026 Elite Private Wealth CIOs Finale


entity_id: frank-brochin

excerpt: CIO Family Office Services at Focus Wealth Partners $181.8B St Louis NYC joined 2021, prior New Providence AM senior MD CIO Berens Capital co-founded StoneWater Capital Warburg Pincus MD PE VC, NYU Stern graduate professor, Harvard MBA Princeton PhD, marketsgroup.org 2026 Elite Private Wealth CIOs Finale


entity_id: focus-wealth-partners

excerpt: Focus Wealth Partners RIA $181.8B AUM, St Louis Missouri, marketsgroup.org 2026


excerpt: Founder CEO CIO


excerpt: Deputy CIO


excerpt: CIO Chair IC


excerpt: CIO since early 2024


excerpt: CIO 14yr tenure


excerpt: CIO


excerpt: Partner CIO


excerpt: MD and CIO


excerpt: Co-CIO


excerpt: CIO Family Office Services


entity_id: thomas-kim

excerpt: Deputy CIO at Maryland State Retirement Pension System $70B Baltimore, 0.5yr tenure, prior Tennessee Consolidated Retirement System 2010-2024 $28B cash management portable alpha, marketsgroup.org 2025 The Next Elite Part 3


excerpt: Maryland State Retirement Pension System public pension $70B AUM, Baltimore Maryland, marketsgroup.org 2025


entity_id: todd-mattina

excerpt: Asset Risk Allocation CIO Head Economist at SWIB $162B Madison, 2yr tenure, prior Mackenzie Investments Toronto IMCO IMF deputy division chief CPP Investment Board PM, Queens PhD economics, marketsgroup.org 2025 The Next Elite Part 3


entity_id: state-of-wisconsin-investment-board

excerpt: SWIB public pension $162B AUM, Madison Wisconsin, marketsgroup.org 2025


entity_id: vicky-erwin

excerpt: MD Public Investments Acting Deputy CIO at Eli Lilly Benefit Plan $32B Indianapolis, 26yr tenure, pension equity DC strategies, CFA, marketsgroup.org 2025 The Next Elite Part 3


entity_id: eli-lilly-benefit-plan-investment-team

excerpt: Eli Lilly corporate pension benefit plan $32B AUM, Indianapolis Indiana, marketsgroup.org 2025


entity_id: amanda-cogar

excerpt: Director Pension Investments at Delta Air Lines $16B Atlanta, 12yr tenure, prior Wilmington Trust AVP real assets private RE, Georgia State MBA CFA CFA Society Atlanta trustee, marketsgroup.org 2025 The Next Elite Part 3


entity_id: adri-chaikin

excerpt: MD Investment Office at RWJ Barnabas Health $10B NYC, 1yr tenure, prior NYU investments MD NYU-Presbyterian Hospital 8yr, MIT Martin Trust Center board, MIT BA math, marketsgroup.org 2025 The Next Elite Finale


entity_id: rwj-barnabas-health

excerpt: RWJ Barnabas Health system $10B investment AUM, New York, marketsgroup.org 2025


entity_id: andy-christensen

excerpt: Deputy Executive Director at Minnesota State Board of Investment $156B St Paul, 6yr tenure, prior GHR Foundation Carleton College private markets American Express AM PM, Minnesota BA Carlson MBA CAIA Harvard Kennedy executive, marketsgroup.org 2025 The Next Elite Finale


entity_id: minnesota-state-board-of-investment

excerpt: Minnesota State Board of Investment public pension $156B AUM, St Paul Minnesota, marketsgroup.org 2025


entity_id: cynthia-do-nascimento

excerpt: MD Investments at RWJ Barnabas Health $10B NYC, 1yr tenure, 10yr NYU Investment Office MD Marathon AM Palladium Equity CHS Capital PE, Illinois BA Harvard MBA, marketsgroup.org 2025 The Next Elite Finale


entity_id: steve-neel

excerpt: Deputy CIO at New Mexico Educational Retirement Board $17B Albuquerque, 19yr tenure, oversees private markets alts, marketsgroup.org 2025 The Next Elite Finale


entity_id: new-mexico-educational-retirement-board

excerpt: NMERB public pension $17B AUM, Albuquerque New Mexico, marketsgroup.org 2025


entity_id: sean-ross

excerpt: Investment Officer at Fire Police Pension Association of Colorado $2B private markets Minneapolis, 16yr tenure, PE credit real assets RE, Thomson Reuters Denver MBA Colorado BA, marketsgroup.org 2025 The Next Elite Finale


excerpt: Fire Police Pension Association of Colorado public pension $2B private markets AUM, Colorado, marketsgroup.org 2025


entity_id: jon-shoen

excerpt: MD at Texas County District Retirement System $50B Austin, 14yr tenure, prior Montana Board of Investments Insight Capital Research 9yr equity analyst, Santa Clara CFA CAIA, marketsgroup.org 2025 The Next Elite Finale


excerpt: TCDRS public pension $50B AUM, Austin Texas, marketsgroup.org 2025


entity_id: erol-sonderegger

excerpt: Deputy CIO at Minnesota State Board of Investment $156B St Paul, 6yr tenure, investment risk management asset allocation, prior Galliard Capital head client PM Riversource Investments fixed income PM, George Washington BBA CFA CAIA, marketsgroup.org 2025 The Next Elite Finale


excerpt: Deputy CIO


excerpt: Asset Risk Allocation CIO


excerpt: MD Public Investments Acting Deputy CIO


excerpt: Director Pension Investments


excerpt: MD Investment Office


excerpt: Deputy Executive Director


excerpt: MD Investments


excerpt: Investment Officer


excerpt: MD


entity_id: jeffrey-garden

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


entity_id: lido-advisors

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


entity_id: rafia-hasan

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


entity_id: perigon-wealth-management

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


entity_id: andrew-mehalko

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


entity_id: fft-wealth-management

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


entity_id: michael-crook

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


entity_id: mill-creek-capital-advisors

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


entity_id: alan-mcknight

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


entity_id: regions-asset-management

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


entity_id: oscarlyn-elder

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


entity_id: truist-advisory-services

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


entity_id: jeff-krumpelman

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


entity_id: mariner-wealth-advisors

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


entity_id: michael-sluder

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


entity_id: the-family-office-at-synovus

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


entity_id: annie-chao

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


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


entity_id: eneasz-kadzela

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


entity_id: jason-morrow

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


entity_id: utah-retirement-systems

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


entity_id: frank-atkins

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


entity_id: texas-municipal-retirement-system

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


entity_id: ed-berman

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


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


entity_id: carol-chan

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


entity_id: ey-pension

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


entity_id: doug-macbean

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


entity_id: caltech-investment-office

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


entity_id: tom-masthay

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


excerpt: CIO


excerpt: CIO and Partner


excerpt: EVP CIO


excerpt: Co-CIO


excerpt: Chief Investment Strategist


excerpt: CIO 18yr tenure


excerpt: Deputy CIO


excerpt: Deputy CIO Head PE


excerpt: Deputy CIO since 2015


excerpt: Senior Director


excerpt: CRO


excerpt: Senior MD Deputy CIO


entity_id: alex-shahidi

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


entity_id: evoke-advisors

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


entity_id: ben-pace

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


entity_id: cerity-partners

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


entity_id: bradford-long

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


entity_id: fiducient-advisors

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


entity_id: dhruv-maniktala

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


entity_id: true-north-advisors

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


entity_id: dick-pfister

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


entity_id: alphacore-advisory

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


entity_id: donald-calcagni

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


entity_id: mercer-advisors

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


entity_id: jack-ablin

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


entity_id: cresset-capital

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


entity_id: john-bullman

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


entity_id: lgt-financial-advisors

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


entity_id: michael-dow

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


entity_id: beacon-pointe-advisors

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


entity_id: michael-vogelzang

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


entity_id: captrust

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


entity_id: ramesh-poola

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


entity_id: creative-planning

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


entity_id: marc-zabicki

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


entity_id: lpl-financial

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


entity_id: peter-boockvar

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


entity_id: bleakley-financial-group

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


entity_id: kevin-grogan

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


entity_id: focus-partners-wealth

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


entity_id: david-romhilt

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


entity_id: summit-trail-advisors

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


entity_id: john-apruzzese

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


entity_id: evercore-wealth-management

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


entity_id: sandip-bhagat

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


entity_id: whittier-trust-company

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


entity_id: cameron-dawson

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


entity_id: newedge-wealth

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


entity_id: michael-serio

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


entity_id: trilogy-financial

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


entity_id: keith-cardoza

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


entity_id: brownson-rehmus-foxworth

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


excerpt: Managing Partner Co-CIO


excerpt: CIO and Partner


excerpt: Managing Partner CIO since 2023


excerpt: CIO


excerpt: Founder CEO


excerpt: CIO 20yr tenure


excerpt: Investment Leader


excerpt: CIO Chairman IC


excerpt: Co-CIO


excerpt: CIO Director Research


excerpt: CIO Systematic Strategies


excerpt: Founding Partner CIO


entity_id: faisal-baig

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


entity_id: asfar

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


entity_id: yoshi-kiguchi

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


entity_id: pension-fund-of-japanese-corporations

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


entity_id: hidetoshi-ono

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


entity_id: tsao-family-office

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


entity_id: carol-seah

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


entity_id: wynnes-family-group

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


entity_id: andrew-fisher

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


entity_id: australian-retirement-trust

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


entity_id: charles-hyde

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


entity_id: new-zealand-superannuation-fund

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


entity_id: man-juttijudata

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


entity_id: thailand-government-pension-fund

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


entity_id: ahmed-mansour

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


entity_id: al-maktoum-investment-group

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


entity_id: veiverne-yuen

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


entity_id: blauwpark-partners

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


entity_id: alex-chin

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


entity_id: generali-malaysia-insurance-group

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


entity_id: elina-cherniavskaia

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


entity_id: mary-jane-fallon

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


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


entity_id: yong-kwee-soon

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


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


entity_id: henry-chau

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


entity_id: hong-kong-jockey-club-foundation

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


entity_id: ben-au

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


entity_id: ap-family-office

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


entity_id: fiona-nelson

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


entity_id: nasfund

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


entity_id: kosuke-okimori

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


entity_id: kewpie-pension-fund

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


entity_id: charles-wu

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


entity_id: state-super

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


entity_id: tuck-meng-yee

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


entity_id: jrt-partners

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


entity_id: kiyoshi-iwashina

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


entity_id: noritz-corporate-pension-fund

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


entity_id: shali-ligaretnam

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


entity_id: victorian-funds-management-corporation

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


entity_id: mark-rider

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


entity_id: brighter-super

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


excerpt: CIO


excerpt: CIO 16yr tenure


excerpt: Country Head Japan


excerpt: Founder CEO


excerpt: Head Investment Strategy


excerpt: Head Asset Allocation


excerpt: Senior Director Strategic Tactical Asset Allocation


excerpt: Group CEO


excerpt: Partner


excerpt: Director Investment Office


excerpt: Head Investment Office


excerpt: Head Investments


excerpt: Executive Investment Director 37yr tenure


excerpt: Investment Team Leader


excerpt: CIO and Founder


excerpt: Head Investment Stewardship


excerpt: CIO since Feb 2022


entity_id: jase-auby

excerpt: CIO at Teacher Retirement System of Texas $220B Austin, marketsgroup.org 2026 Elite Institutional CIOs Part 1


entity_id: teacher-retirement-system-of-texas

excerpt: Teacher Retirement System of Texas public pension $220B AUM, Austin Texas, marketsgroup.org 2026


entity_id: jagdeep-singh-bachher

excerpt: CIO at University of California Investments $209B Oakland, marketsgroup.org 2026 Elite Institutional CIOs Part 1


entity_id: university-of-california-investments

excerpt: University of California Investments endowment $209B AUM, Oakland California, marketsgroup.org 2026


entity_id: tim-barrett

excerpt: CIO at Texas Tech University System $3.49B Austin, marketsgroup.org 2026 Elite Institutional CIOs Part 1


entity_id: texas-tech-university-system

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 Laingsburg, marketsgroup.org 2026 Elite Institutional CIOs Part 1


entity_id: michigan-department-of-treasury

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


entity_id: angela-buk

excerpt: CIO at 3M $26B Detroit, marketsgroup.org 2026 Elite Institutional CIOs Part 1


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


entity_id: jeb-burns

excerpt: CIO at Municipal Employees Retirement System of Michigan $19B Lansing, marketsgroup.org 2026 Elite Institutional CIOs Part 1


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


entity_id: tj-carlson

excerpt: CIO at Missouri State Employees Retirement System $10.2B Jefferson City, marketsgroup.org 2026 Elite Institutional CIOs Part 1


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


entity_id: scott-chan

excerpt: CIO at California State Teachers Retirement System CalSTRS $382B Sacramento, marketsgroup.org 2026 Elite Institutional CIOs Part 1


excerpt: CalSTRS public pension $382B AUM, Sacramento California, marketsgroup.org 2026


entity_id: harshal-chaudhari

excerpt: CIO at GE Aerospace $90B New York City, marketsgroup.org 2026 Elite Institutional CIOs Part 1


entity_id: ge-aerospace-pension

excerpt: GE Aerospace corporate pension $90B AUM, New York City, marketsgroup.org 2026


entity_id: amy-chen

excerpt: CIO at Smithsonian Institution $3B Washington DC, marketsgroup.org 2026 Elite Institutional CIOs Part 1


entity_id: smithsonian-institution

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


entity_id: sanjay-chawla

excerpt: CIO at FM Global $42.3B Waltham, marketsgroup.org 2026 Elite Institutional CIOs Part 2


entity_id: fm-global

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


entity_id: matt-clark

excerpt: State Investment Officer at South Dakota Investment Council $20B Sioux Falls, marketsgroup.org 2026 Elite Institutional CIOs Part 2


entity_id: south-dakota-investment-council

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


entity_id: benjamin-cotton

excerpt: CIO at Pennsylvania Public School Employees Retirement System PSERS $74B Harrisburg, marketsgroup.org 2026 Elite Institutional CIOs Part 2


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


entity_id: scott-davis

excerpt: CIO at Indiana Public Retirement System $53B Indianapolis, marketsgroup.org 2026 Elite Institutional CIOs Part 2


entity_id: indiana-public-retirement-system

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


entity_id: steve-davis

excerpt: CIO at Sacramento County Employees Retirement System $14.5B Sacramento, marketsgroup.org 2026 Elite Institutional CIOs Part 2


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


entity_id: robin-diamonte

excerpt: CIO at RTX Corp $116B Farmington, marketsgroup.org 2026 Elite Institutional CIOs Part 2


entity_id: rtx-corporation-pension

excerpt: RTX Corp corporate pension $116B AUM, Farmington Connecticut, marketsgroup.org 2026


entity_id: jane-dietze

excerpt: CIO at Brown University $7B Providence, marketsgroup.org 2026 Elite Institutional 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 $15.3B Evanston, marketsgroup.org 2026 Elite Institutional CIOs Part 2


entity_id: northwestern-university-endowment

excerpt: Northwestern University endowment $15.3B AUM, Evanston Illinois, marketsgroup.org 2026


entity_id: marcus-frampton

excerpt: CIO at Alaska Permanent Fund Corporation $84.4B Juneau, marketsgroup.org 2026 Elite Institutional CIOs Part 2


entity_id: alaska-permanent-fund-corporation

excerpt: Alaska Permanent Fund Corporation sovereign wealth $84.4B AUM, Juneau Alaska, marketsgroup.org 2026


entity_id: stephen-gilmore

excerpt: CIO at California Public Employees Retirement System CalPERS $580B Sacramento, marketsgroup.org 2026 Elite Institutional CIOs Part 2


excerpt: CalPERS public pension $580B AUM, Sacramento California, marketsgroup.org 2026


entity_id: jonathan-glidden

excerpt: CIO at Delta Air Lines Pension Fund $17B Atlanta, marketsgroup.org 2026 Elite Institutional CIOs Part 3


entity_id: delta-air-lines-pension-fund

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


entity_id: jonathan-grabel

excerpt: CIO at Los Angeles County Employees Retirement Association LACERA $93B Los Angeles, marketsgroup.org 2026 Elite Institutional CIOs Part 3


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


entity_id: paul-greff

excerpt: CIO at Ohio Public Employees Retirement System OPERS $135B Columbus, marketsgroup.org 2026 Elite Institutional CIOs Part 3


entity_id: ohio-public-employees-retirement-system

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


entity_id: philip-griffith

excerpt: CIO at Teachers Retirement System of Louisiana $29B Baton Rouge, marketsgroup.org 2026 Elite Institutional CIOs Part 3


entity_id: teachers-retirement-system-of-louisiana

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


entity_id: richard-hall

excerpt: CIO at University of Texas Investment Management Company UTIMCO $85B Austin, marketsgroup.org 2026 Elite Institutional CIOs Part 3


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


entity_id: chris-hanak

excerpt: CIO at Washington State Investment Board $185B Olympia, marketsgroup.org 2026 Elite Institutional CIOs Part 3


entity_id: washington-state-investment-board

excerpt: WSIB public pension $185B AUM, Olympia Washington, marketsgroup.org 2026


entity_id: eric-henry

excerpt: CIO at Vermont Pension Investment Commission $7B Montpelier, marketsgroup.org 2026 Elite Institutional CIOs Part 3


entity_id: vermont-pension-investment-commission

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


entity_id: ellen-hung

excerpt: State Investment Officer at Nebraska Investment Council $42B Lincoln, marketsgroup.org 2026 Elite Institutional CIOs Part 3


entity_id: nebraska-investment-council

excerpt: Nebraska Investment Council public pension $42B AUM, Lincoln Nebraska, marketsgroup.org 2026


entity_id: craig-husting

excerpt: CIO at Public School and Education Employee Retirement Systems of Missouri $64.4B Jefferson City, marketsgroup.org 2026 Elite Institutional CIOs Part 3


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


entity_id: bob-jacksha

excerpt: CIO at New Mexico Educational Retirement Board $19B Santa Fe, marketsgroup.org 2026 Elite Institutional CIOs Part 3


entity_id: new-mexico-educational-retirement-board

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


entity_id: eric-doppstadt

excerpt: CIO at Ford Foundation $16.6B New York, marketsgroup.org 2026 Elite Institutional CIOs Part 4


entity_id: ford-foundation

excerpt: Ford Foundation endowment $16.6B AUM, New York City, marketsgroup.org 2026


entity_id: kathleen-jacobs

excerpt: CIO at RWJBarnabas Health $10B West Orange, marketsgroup.org 2026 Elite Institutional CIOs Part 4


entity_id: larry-krummen

excerpt: CIO at Missouri Department of Transportation and Patrol Employees Retirement System $4.1B Jefferson City, marketsgroup.org 2026 Elite Institutional CIOs Part 4


excerpt: MPERS public pension $4.1B AUM, Jefferson City Missouri, marketsgroup.org 2026


entity_id: shoaib-khan

excerpt: CIO at New Jersey Division of Investment $120B Trenton, marketsgroup.org 2026 Elite Institutional CIOs Part 4


entity_id: new-jersey-division-of-investment

excerpt: New Jersey Division of Investment public pension $120B AUM, Trenton New Jersey, marketsgroup.org 2026


entity_id: yup-kim

excerpt: CIO at Texas Municipal Retirement System $47B Austin, marketsgroup.org 2026 Elite Institutional CIOs Part 4


entity_id: rex-kim

excerpt: CIO at Oregon State Treasury $104B Salem, marketsgroup.org 2026 Elite Institutional CIOs Part 4


entity_id: oregon-state-treasury

excerpt: Oregon State Treasury public pension $104B AUM, Salem Oregon, marketsgroup.org 2026


entity_id: geeta-kapadia

excerpt: CIO at Fordham University $1.1B New York, marketsgroup.org 2026 Elite Institutional CIOs Part 4


entity_id: fordham-university-endowment

excerpt: Fordham University endowment $1.1B AUM, New York City, marketsgroup.org 2026


entity_id: jason-klein

excerpt: CIO at Memorial Sloan Kettering Cancer Center $9B New York, marketsgroup.org 2026 Elite Institutional CIOs Part 4


entity_id: memorial-sloan-kettering-cancer-center

excerpt: Memorial Sloan Kettering Cancer Center endowment $9B AUM, New York City, marketsgroup.org 2026


entity_id: sriram-lakshminarayanan

excerpt: CIO at Iowa Public Employees Retirement System $46.68B Des Moines, marketsgroup.org 2026 Elite Institutional CIOs Part 4


entity_id: iowa-public-employees-retirement-system

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


entity_id: kim-lew

excerpt: CEO CIO at Columbia Investment Management Co $15.9B New York, marketsgroup.org 2026 Elite Institutional CIOs Part 4


entity_id: columbia-investment-management-company

excerpt: Columbia University endowment $15.9B AUM, New York City, marketsgroup.org 2026


entity_id: bryan-lewis

excerpt: CIO at United States Steel Corp $4B Pittsburgh, marketsgroup.org 2026 Elite Institutional CIOs Part 5


entity_id: united-states-steel-corp-pension

excerpt: US Steel corporate pension $4B AUM, Pittsburgh Pennsylvania, marketsgroup.org 2026


entity_id: erik-lundberg

excerpt: CIO at University of Michigan $19B Ann Arbor, marketsgroup.org 2026 Elite Institutional CIOs Part 5


entity_id: university-of-michigan-endowment

excerpt: University of Michigan endowment $19B AUM, Ann Arbor Michigan, marketsgroup.org 2026


entity_id: farouki-majeed

excerpt: CIO at School Employees Retirement System of Ohio $20B Columbus, marketsgroup.org 2026 Elite Institutional CIOs Part 5


excerpt: SERS Ohio public pension $20B AUM, Columbus Ohio, marketsgroup.org 2026


entity_id: jason-malinowski

excerpt: CIO at Seattle City Employees Retirement System $4.8B Seattle, marketsgroup.org 2026 Elite Institutional CIOs Part 5


excerpt: Seattle City Employees Retirement System public pension $4.8B AUM, Seattle Washington, marketsgroup.org 2026


entity_id: ana-marshall

excerpt: CIO at William and Flora Hewlett Foundation $13B Menlo Park, marketsgroup.org 2026 Elite Institutional CIOs Part 5


entity_id: william-and-flora-hewlett-foundation

excerpt: Hewlett Foundation endowment $13B AUM, Menlo Park California, marketsgroup.org 2026


entity_id: sam-masoudi

excerpt: CIO at Wyoming Retirement System $12.8B Cheyenne, marketsgroup.org 2026 Elite Institutional CIOs Part 5


entity_id: wyoming-retirement-system

excerpt: Wyoming Retirement System public pension $12.8B AUM, Cheyenne Wyoming, marketsgroup.org 2026


entity_id: amy-mcgarrity

excerpt: CIO at Colorado Public Employees Retirement Association PERA $70B Denver, marketsgroup.org 2026 Elite Institutional CIOs Part 5


excerpt: Colorado PERA public pension $70B AUM, Denver Colorado, marketsgroup.org 2026


entity_id: dipesh-mehta

excerpt: CIO at Illinois State Board of Investment $29B Chicago, marketsgroup.org 2026 Elite Institutional CIOs Part 5


entity_id: illinois-state-board-of-investment

excerpt: Illinois State Board of Investment public pension $29B AUM, Chicago Illinois, marketsgroup.org 2026


entity_id: molly-murphy

excerpt: CIO at Orange County Employees Retirement System $27B Santa Ana, marketsgroup.org 2026 Elite Institutional CIOs Part 5


excerpt: OCERS public pension $27B AUM, Santa Ana California, marketsgroup.org 2026


entity_id: walter-kress

excerpt: CIO at EY Pension $30B Stamford, marketsgroup.org 2026 Elite Institutional CIOs Part 5


entity_id: charles-nielsen

excerpt: CIO at Public Employees Retirement System of Mississippi $38B Jackson, marketsgroup.org 2026 Elite Institutional CIOs Part 6


excerpt: Mississippi public pension $38B AUM, Jackson Mississippi, marketsgroup.org 2026


entity_id: anurag-pandit

excerpt: CIO at ALSAC St Jude Children's Research Hospital $10B Memphis, marketsgroup.org 2026 Elite Institutional CIOs Part 6


excerpt: ALSAC St Jude endowment $10B AUM, Memphis Tennessee, marketsgroup.org 2026


entity_id: brian-pellegrino

excerpt: CIO at Georgia Tech Foundation $3.6B Atlanta, marketsgroup.org 2026 Elite Institutional CIOs Part 6


entity_id: georgia-tech-foundation

excerpt: Georgia Tech Foundation endowment $3.6B AUM, Atlanta Georgia, marketsgroup.org 2026


entity_id: donald-pierce

excerpt: CIO at San Bernardino County Employees Retirement Association $17B San Bernardino, marketsgroup.org 2026 Elite Institutional CIOs Part 6


excerpt: SBCERA public pension $17B AUM, San Bernardino California, marketsgroup.org 2026


entity_id: scott-pittman

excerpt: CIO at Mount Sinai Health System $3B New York City, marketsgroup.org 2026 Elite Institutional CIOs Part 6


entity_id: the-mount-sinai-health-system

excerpt: Mount Sinai Health System endowment $3B AUM, New York City, marketsgroup.org 2026


entity_id: carlos-rangel

excerpt: CIO at WK Kellogg Foundation $10B Battle Creek, marketsgroup.org 2026 Elite Institutional CIOs Part 6


entity_id: w-k-kellogg-foundation

excerpt: WK Kellogg Foundation endowment $10B AUM, Battle Creek Michigan, marketsgroup.org 2026


entity_id: timothy-reese

excerpt: CIO at Pennsylvania Municipal Retirement System $4B Harrisburg, marketsgroup.org 2026 Elite Institutional CIOs Part 6


excerpt: Pennsylvania Municipal Retirement System public pension $4B AUM, Harrisburg Pennsylvania, marketsgroup.org 2026


entity_id: alyssa-rieder

excerpt: CIO at CommonSpirit Health $26.9B San Francisco, marketsgroup.org 2026 Elite Institutional CIOs Part 6


entity_id: commonspirit-health

excerpt: CommonSpirit Health endowment $26.9B AUM, San Francisco California, marketsgroup.org 2026


entity_id: neil-roache

excerpt: CIO at Johnson and Johnson $34B New Brunswick, marketsgroup.org 2026 Elite Institutional CIOs Part 6


entity_id: johnson-and-johnson-pension

excerpt: Johnson and Johnson corporate pension $34B AUM, New Brunswick New Jersey, marketsgroup.org 2026


entity_id: alison-romano

excerpt: CIO at San Francisco Employees Retirement System $38.7B San Francisco, marketsgroup.org 2026 Elite Institutional CIOs Part 6


excerpt: SFERS public pension $38.7B AUM, San Francisco California, marketsgroup.org 2026


entity_id: rob-roy

excerpt: CIO at AdventHealth Foundation $27B Altamonte Springs, marketsgroup.org 2026 Elite Institutional CIOs Part 7


entity_id: adventhealth-foundation

excerpt: AdventHealth Foundation endowment $27B AUM, Altamonte Springs Florida, marketsgroup.org 2026


entity_id: stan-rupnik

excerpt: CIO at Teachers Retirement System of the State of Illinois $80.3B Springfield, marketsgroup.org 2026 Elite Institutional CIOs Part 7


excerpt: TRS Illinois public pension $80.3B AUM, Springfield Illinois, marketsgroup.org 2026


entity_id: kimberly-sargent

excerpt: CIO at David and Lucile Packard Foundation $9B Los Altos, marketsgroup.org 2026 Elite Institutional CIOs Part 7


entity_id: david-and-lucile-packard-foundation

excerpt: Packard Foundation endowment $9B AUM, Los Altos California, marketsgroup.org 2026


entity_id: jill-schurtz

excerpt: CIO at Minnesota State Board of Investment $156B Minneapolis, marketsgroup.org 2026 Elite Institutional CIOs Part 7


entity_id: michael-shackelford

excerpt: CIO at New Mexico Public Employees Retirement Association $19.2B Rio Rancho, marketsgroup.org 2026 Elite Institutional CIOs Part 7


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


entity_id: scott-simon

excerpt: CIO at Fire and Police Pension Association of Colorado $8B Littleton, marketsgroup.org 2026 Elite Institutional CIOs Part 7


entity_id: john-skjervem

excerpt: CIO at Utah State Retirement Systems $64B Salt Lake City, marketsgroup.org 2026 Elite Institutional CIOs Part 7


entity_id: utah-state-retirement-systems

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


entity_id: craig-slaughter

excerpt: CIO at West Virginia Investment Management Board $29B Charleston, marketsgroup.org 2026 Elite Institutional CIOs Part 7


excerpt: WVIMB public pension $29B AUM, Charleston West Virginia, marketsgroup.org 2026


entity_id: donna-snider

excerpt: CIO at Hackensack Meridian Health Foundation $12B Edison, marketsgroup.org 2026 Elite Institutional CIOs Part 7


entity_id: hackensack-meridian-health-foundation

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


entity_id: mark-steed

excerpt: CIO at Arizona Public Safety Personnel Retirement System $25.2B Phoenix, marketsgroup.org 2026 Elite Institutional CIOs Part 7


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


entity_id: richelle-sugiyama

excerpt: CIO at Public Employee Retirement System of Idaho $27B Boise, marketsgroup.org 2026 Elite Institutional CIOs Finale


excerpt: PERSI public pension $27B AUM, Boise Idaho, marketsgroup.org 2026


entity_id: lamar-taylor

excerpt: CIO at Florida State Board of Administration $283B Tallahassee, marketsgroup.org 2026 Elite Institutional CIOs Finale


entity_id: florida-state-board-of-administration

excerpt: Florida SBA public pension $283B AUM, Tallahassee Florida, marketsgroup.org 2026


entity_id: scott-taylor

excerpt: CIO at Andrew W Mellon Foundation $8B New York City, marketsgroup.org 2026 Elite Institutional CIOs Finale


entity_id: andrew-w-mellon-foundation

excerpt: Mellon Foundation endowment $8B AUM, New York City, marketsgroup.org 2026


entity_id: michael-trotsky

excerpt: CIO at Massachusetts Pension Reserves Investment Management Board $122.3B Boston, marketsgroup.org 2026 Elite Institutional CIOs Finale


excerpt: PRIM public pension $122.3B AUM, Boston Massachusetts, marketsgroup.org 2026


entity_id: elizabeth-tulach

excerpt: CIO at Boeing Company Pension Fund $49B Chicago, marketsgroup.org 2026 Elite Institutional CIOs Finale


entity_id: boeing-company-pension-fund

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


entity_id: kristin-varela

excerpt: CIO at Employees Retirement System of the State of Hawaii $25.1B Honolulu, marketsgroup.org 2026 Elite Institutional CIOs Finale


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


entity_id: david-veal

excerpt: CIO at Employees Retirement System of Texas $44B Austin, marketsgroup.org 2026 Elite Institutional CIOs Finale


entity_id: employees-retirement-system-of-texas

excerpt: ERS Texas public pension $44B AUM, Austin Texas, marketsgroup.org 2026


entity_id: michael-viteri

excerpt: CIO at Arizona State Retirement System $60B Phoenix, marketsgroup.org 2026 Elite Institutional CIOs Finale


entity_id: arizona-state-retirement-system

excerpt: ASRS public pension $60B AUM, Phoenix Arizona, marketsgroup.org 2026


entity_id: paula-volent

excerpt: CIO at Rockefeller University $2.5B New York City, marketsgroup.org 2026 Elite Institutional CIOs Finale


entity_id: rockefeller-university-endowment

excerpt: Rockefeller University endowment $2.5B AUM, New York City, marketsgroup.org 2026


entity_id: jeremy-wolfson

excerpt: CIO at Los Angeles Water and Power Employees Retirement Plan $25B Los Angeles, marketsgroup.org 2026 Elite Institutional CIOs Finale


excerpt: LADWP pension $25B AUM, Los Angeles California, marketsgroup.org 2026


entity_id: philip-zecher

excerpt: CIO at Michigan State University Foundation $4.2B East Lansing, marketsgroup.org 2026 Elite Institutional CIOs Finale


entity_id: michigan-state-university-foundation

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


entity_id: peter-madsen

excerpt: CIO at Utah School and Institutional Trust Funds Office Salt Lake City, marketsgroup.org 2026 Elite Institutional CIOs Finale


excerpt: Utah SITFO trust fund, Salt Lake City Utah, marketsgroup.org 2026


excerpt: CIO


excerpt: Associate Vice Chancellor and CIO


excerpt: CIO Global Pensions and Insurance


excerpt: EVP and CIO


excerpt: State Investment Officer


excerpt: VP and CIO


excerpt: Director and CIO


excerpt: SVP and CIO


excerpt: CEO and CIO


excerpt: Executive Director and CIO


excerpt: Secretary CEO and CIO


excerpt: CIO and Director


display_note: Not displayed as primary-source evidence.

entity_id: fernando-vinzons

excerpt: CIO of major public pension allocator; named conference speaker; high-value target for quant strategies. Source: institutionalinvestor.com 2026


entity_id: may-ng

excerpt: Foundation CIO with liquid alternatives mandate; conference speaker. Source: institutionalinvestor.com 2026


entity_id: michelle-knudsen

excerpt: Endowment allocator CIO; strong target for manager selection outreach. Source: institutionalinvestor.com 2026


entity_id: amy-flikerski

excerpt: External hedge fund manager relationship lead at Canadian pension. Source: institutionalinvestor.com 2026


entity_id: sarah-samuels

excerpt: Consultant CIO anchoring OCIO and manager research decision flow. Source: institutionalinvestor.com 2026


entity_id: william-forde

excerpt: Consultant manager-research lead shaping manager review mechanics. Source: institutionalinvestor.com 2026


entity_id: raelan-lambert

excerpt: Global alternatives lead controlling consultant framing for hedge-fund products. Source: institutionalinvestor.com 2026


entity_id: dan-anderson

excerpt: Governance influence over major Canadian healthcare pension. Source: institutionalinvestor.com 2026


entity_id: john-sinclair

excerpt: Direct governance and risk-budget influence at HOOPP. Source: institutionalinvestor.com 2026


entity_id: sona-menon

excerpt: Advisor-workflow influencer; conference speaker on wealth management allocations. Source: institutionalinvestor.com 2026


entity_id: israel-englander

excerpt: Founder of $87B multistrategy hedge fund; major fund manager. Source: institutionalinvestor.com 2026


entity_id: ajay-nagpal

excerpt: Operating officer of $87B multistrategy hedge fund. Source: institutionalinvestor.com 2026


entity_id: michael-kharitonov

excerpt: Co-founder and CEO of $23.4B quantitative asset manager. Source: institutionalinvestor.com 2026


entity_id: jon-mcauliffe

excerpt: Co-founder and co-CIO of $23.4B quant manager. Source: institutionalinvestor.com 2026


entity_id: david-lin

excerpt: Founder of 2025 hedge fund with lower-cost alpha-capture model backed by CPP Investments. Source: institutionalinvestor.com 2026


entity_id: jason-beverage

excerpt: CIO of Taproot Management; former Two Sigma executive. Source: institutionalinvestor.com 2026


entity_id: chicago-teachers-pension-fund

excerpt: Major US public pension allocator; active in quant and hedge fund allocation. Source: institutionalinvestor.com 2026


entity_id: robert-wood-johnson-foundation

excerpt: Large US foundation with liquid alternatives mandate. Source: institutionalinvestor.com 2026


entity_id: new-york-university-investment-office

excerpt: Ivy League endowment allocator with active manager selection process. Source: institutionalinvestor.com 2026


entity_id: cpp-investments-cppib

excerpt: Canadian public pension with active external portfolio management program. Source: institutionalinvestor.com 2026


entity_id: nepc

excerpt: Institutional investment consultant; OCIO and manager research platform. Source: institutionalinvestor.com 2026


entity_id: mercer

excerpt: Global alternatives and OCIO advisor with allocator-facing research. Source: institutionalinvestor.com 2026


excerpt: Canadian healthcare pension with liability-aware portfolio construction. Source: institutionalinvestor.com 2026


entity_id: morgan-stanley

excerpt: Wealth management platform with outsourced CIO allocation services. Source: institutionalinvestor.com 2026


entity_id: millennium-management

excerpt: Global multistrategy hedge fund; major quant allocator target. Source: institutionalinvestor.com 2026


entity_id: the-voleon-group

excerpt: Berkeley-based quantitative asset manager; emerging leader in quant allocations. Source: institutionalinvestor.com 2026


entity_id: taproot-management

excerpt: 2025 hedge fund launch with lower-cost alpha model; backed by CPP Investments $250M. Source: institutionalinvestor.com 2026


entity_id: callan

excerpt: Institutional investment consultant; alternatives and hedge fund advisory. Source: institutionalinvestor.com 2026


entity_id: cambridge-associates

excerpt: Private markets and hedge fund advisor; tracks 5,500+ hedge fund managers. Source: institutionalinvestor.com 2026


entity_id: aksia

excerpt: Alternative investment advisor; hedge fund and operational due diligence specialist. Source: institutionalinvestor.com 2026


entity_id: albourne

excerpt: Independent alternatives consultant; hedge fund, private equity, and risk premia coverage. Source: institutionalinvestor.com 2026


entity_id: wilshire

excerpt: Investment consultant; alternative managed accounts and institutional platform. Source: institutionalinvestor.com 2026


entity_id: cerity-partners

excerpt: Institutional consulting and wealth management platform; merged with Verus Investments. Source: institutionalinvestor.com 2026


entity_id: harvard-management-company

excerpt: Ivy League endowment with $7.9B unfunded PE commitments; expanded hedge fund share 2x under recent leadership. Source: institutionalinvestor.com 2026


entity_id: university-of-california-investments

excerpt: Large public university endowment; completed 10% hedge fund exit after five-year wind-down. Source: institutionalinvestor.com 2026


entity_id: calpers

excerpt: California public pension; adopted total-portfolio-approach framework with 75% equity target and 400bps active-risk cap. Source: institutionalinvestor.com 2026


entity_id: princeton-university

excerpt: Ivy League endowment; lowered long-term return assumptions from 10.2% to 8% and announced 5-7% spending cuts. Source: institutionalinvestor.com 2026


entity_id: goldman-sachs-prime-services

excerpt: Prime brokerage and capital introduction channel for hedge fund allocators. Source: institutionalinvestor.com 2026


entity_id: aqr-capital-management

excerpt: Quantitative investment manager with multi-allocator LP relationships. Source: institutionalinvestor.com 2026


entity_id: two-sigma

excerpt: Quantitative hedge fund with endowment allocator relationships. Source: institutionalinvestor.com 2026


entity_id: d-e-shaw-co

excerpt: Quantitative investment manager with institutional allocator base. Source: institutionalinvestor.com 2026


entity_id: bridgewater-associates

excerpt: Macro hedge fund with sovereign and pension fund LP relationships. Source: institutionalinvestor.com 2026


entity_id: worldquant

excerpt: Quantitative investment manager; subsidiary of Millennium Management. Source: institutionalinvestor.com 2026


entity_id: temasek-holdings

excerpt: Singapore sovereign wealth fund with active hedge fund allocation program. Source: institutionalinvestor.com 2026


excerpt: Singapore sovereign allocator with external manager leadership transition. Source: institutionalinvestor.com 2026


excerpt: Large public university endowment with exposure to major quant hedge funds. Source: institutionalinvestor.com 2026


entity_id: kuwait-investment-authority

excerpt: Middle Eastern sovereign wealth fund allocator. Source: institutionalinvestor.com 2026


entity_id: qatar-investment-authority


entity_id: public-investment-fund-pif

excerpt: Saudi Arabian sovereign wealth fund. Source: institutionalinvestor.com 2026


entity_id: rohit-sipahimalani

excerpt: Sovereign allocator CIO with hedge fund expansion mandate. Source: institutionalinvestor.com 2026


entity_id: betty-tay

excerpt: Sovereign allocator external manager relationship lead. Source: institutionalinvestor.com 2026


entity_id: pete-keliuotis

excerpt: Alternatives consultant group lead shaping manager recommendations. Source: institutionalinvestor.com 2026


entity_id: samantha-davidson

excerpt: Consultant leadership with hedge fund advisory oversight. Source: institutionalinvestor.com 2026


entity_id: josh-emanuel

excerpt: Consultant CIO leading investment activities and manager research. Source: institutionalinvestor.com 2026


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

excerpt: Texas public pension with Bridgewater exposure and hedge fund fee-reform influence. Source: institutionalinvestor.com 2026


entity_id: calstrs

excerpt: California teachers pension with risk-mitigating strategy and macro hedge fund exposure. Source: institutionalinvestor.com 2026


entity_id: abu-dhabi-investment-authority-adia

excerpt: Top-tier Middle Eastern sovereign allocator with hedge fund LP relationships. Source: institutionalinvestor.com 2026


entity_id: pggm

excerpt: Dutch pension manager executing allocations for PFZW with quant equity mandate to Numeric. Source: institutionalinvestor.com 2026


entity_id: pfzw

excerpt: Dutch healthcare pension allocator; delegates to PGGM. Source: institutionalinvestor.com 2026


entity_id: numeric-man-group

excerpt: Man Group subsidiary with PGGM systematic equity mandate. Source: institutionalinvestor.com 2026


entity_id: man-group

excerpt: Multi-strategy investment manager with external allocator relationships. Source: institutionalinvestor.com 2026


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

excerpt: Large public pension with quant hedge fund allocations to AQR and D.E. Shaw. Source: institutionalinvestor.com 2026


entity_id: arne-hassell

excerpt: Sovereign allocator CIO. Source: institutionalinvestor.com 2026


entity_id: mohammed-saif-al-sowaidi

excerpt: Sovereign allocator leadership. Source: institutionalinvestor.com 2026


entity_id: yasir-al-rumayyan

excerpt: Saudi sovereign wealth fund leader. Source: institutionalinvestor.com 2026


excerpt: CIO. Source: institutionalinvestor.com 2026


excerpt: MD, Head of External Portfolio Management. Source: institutionalinvestor.com 2026


entity_id: sarah-samuels--leads--nepc

excerpt: Chief Investment Officer. Source: institutionalinvestor.com 2026


entity_id: william-forde--leads--nepc

excerpt: Head of Investment Manager Research. Source: institutionalinvestor.com 2026


entity_id: raelan-lambert--leads--mercer

excerpt: Global Head of Alternatives. Source: institutionalinvestor.com 2026


excerpt: Board Chair with governance influence. Source: institutionalinvestor.com 2026


excerpt: Asset-Liability Committee Chair. Source: institutionalinvestor.com 2026


excerpt: Head of Outsourced CIO for Wealth Management. Source: institutionalinvestor.com 2026


excerpt: Founder, Chairman and CEO. Source: institutionalinvestor.com 2026


excerpt: President and COO. Source: institutionalinvestor.com 2026


excerpt: CEO and co-founder. Source: institutionalinvestor.com 2026


excerpt: Co-CIO and co-founder. Source: institutionalinvestor.com 2026


entity_id: david-lin--founded--taproot-management

excerpt: Founder. Source: institutionalinvestor.com 2026


excerpt: $250M backing of 2025 hedge fund launch. Source: institutionalinvestor.com 2026


excerpt: Managed entity. Source: institutionalinvestor.com 2026


excerpt: Hedge fund allocation. Source: institutionalinvestor.com 2026


excerpt: Hedge fund allocation with expansion. Source: institutionalinvestor.com 2026


excerpt: Quant hedge fund allocation. Source: institutionalinvestor.com 2026


excerpt: Multistrategy hedge fund allocation. Source: institutionalinvestor.com 2026


excerpt: Hedge fund LP relationship. Source: institutionalinvestor.com 2026


excerpt: Systematic equity manager mandate. Source: institutionalinvestor.com 2026


excerpt: Pension manager executing allocations. Source: institutionalinvestor.com 2026


excerpt: Investment manager relationship. Source: institutionalinvestor.com 2026


excerpt: Macro hedge fund LP relationship. Source: institutionalinvestor.com 2026


excerpt: Risk-mitigating strategy and macro hedge fund exposure. Source: institutionalinvestor.com 2026


excerpt: Chief Investment Officer. Source: institutionalinvestor.com 2026


excerpt: Head of External Managers. Source: institutionalinvestor.com 2026


entity_id: pete-keliuotis--leads--callan

excerpt: Group Head, Alternatives Consulting. Source: institutionalinvestor.com 2026


excerpt: President and Head of Global Investing. Source: institutionalinvestor.com 2026


entity_id: josh-emanuel--leads--wilshire


excerpt: CEO. Source: institutionalinvestor.com 2026


excerpt: Governor. Source: institutionalinvestor.com 2026


excerpt: NEPC consultant relationship through manager research routing. Source: institutionalinvestor.com 2026


excerpt: Mercer consultant relationship for hedge fund expansion framing. Source: institutionalinvestor.com 2026


excerpt: NEPC manager research consultant. Source: institutionalinvestor.com 2026


entity_id: jake-abbott

excerpt: San Bernardino County Employees' Retirement Association (SBCERA) - Source: https://www.marketsgroup.org/news/research/2026-next-elite


entity_id: chris-brechbuhler

excerpt: Public Employee Retirement System of Idaho (PERSI) - Source: https://www.marketsgroup.org/news/research/2026-next-elite


entity_id: mike-charette

excerpt: Municipal Employees' Retirement System of Michigan (MERS) - Source: https://www.marketsgroup.org/news/research/2026-next-elite


entity_id: cecelia-chen

excerpt: Carnegie Corporation of New York - Source: https://www.marketsgroup.org/news/research/2026-next-elite


entity_id: anthony-curtiss

excerpt: Employee Retirement System of Texas (ERS of TX) - Source: https://www.marketsgroup.org/news/research/2026-next-elite


entity_id: todd-elfman

excerpt: RWJ Barnabas Health - Source: https://www.marketsgroup.org/news/research/2026-next-elite-part-2


entity_id: alexander-far

excerpt: Indiana Public Retirement System - Source: https://www.marketsgroup.org/news/research/2026-next-elite-part-2


entity_id: john-tuck

excerpt: PSRS/PEERS (Missouri) - Source: https://www.marketsgroup.org/news/research/2026-next-elite-part-2


entity_id: ghian-jones

excerpt: Teachers' Retirement System of Illinois (TRS) - Source: https://www.marketsgroup.org/news/research/2026-next-elite-part-2


entity_id: tim-kane

excerpt: Oregon State Treasury/OPERF - Source: https://www.marketsgroup.org/news/research/2026-next-elite-part-2


entity_id: rob-roy

excerpt: AdventHealth Foundation ($27B AUM) - Source: https://www.marketsgroup.org/news/research/2026-elite-institutional-cios-part-7


entity_id: stan-rupnik

excerpt: Teachers' Retirement System of Illinois ($80.3B AUM) - Source: https://www.marketsgroup.org/news/research/2026-elite-institutional-cios-part-7


entity_id: kimberly-sargent

excerpt: David and Lucile Packard Foundation ($9B AUM) - Source: https://www.marketsgroup.org/news/research/2026-elite-institutional-cios-part-7


entity_id: jill-schurtz

excerpt: Minnesota State Board of Investment ($156B AUM) - Source: https://www.marketsgroup.org/news/research/2026-elite-institutional-cios-part-7


entity_id: michael-shackelford

excerpt: New Mexico Public Employees' Retirement Association ($19.2B AUM) - Source: https://www.marketsgroup.org/news/research/2026-elite-institutional-cios-part-7


entity_id: scott-simon

excerpt: Fire and Police Pension Association of Colorado ($8B AUM) - Source: https://www.marketsgroup.org/news/research/2026-elite-institutional-cios-part-7


entity_id: john-skjervem

excerpt: Utah State Retirement Systems ($64B AUM) - Source: https://www.marketsgroup.org/news/research/2026-elite-institutional-cios-part-7


entity_id: craig-slaughter

excerpt: West Virginia Investment Management Board ($29B AUM) - Source: https://www.marketsgroup.org/news/research/2026-elite-institutional-cios-part-7


entity_id: donna-snider

excerpt: Hackensack Meridian Health Foundation ($12B AUM) - Source: https://www.marketsgroup.org/news/research/2026-elite-institutional-cios-part-7


entity_id: mark-steed

excerpt: Arizona Public Safety Personnel Retirement System ($25.2B AUM) - Source: https://www.marketsgroup.org/news/research/2026-elite-institutional-cios-part-7


entity_id: amy-dai

excerpt: Johns Hopkins University Investment Office ($9.0B AUM) - Source: https://www.marketsgroup.org/news/research/2026-elite-alts-allocators-part-1


entity_id: breanne-eshelman

excerpt: UCLA Investment Company ($5.0B AUM) - Source: https://www.marketsgroup.org/news/research/2026-elite-alts-allocators-part-1


entity_id: natalie-wolf

excerpt: Foundation For The Carolinas ($5.1B AUM) - Source: https://www.marketsgroup.org/news/research/2026-elite-alts-allocators-part-1


entity_id: caitlin-mooney

excerpt: AAA – The Auto Club Group ($9.0B AUM) - Source: https://www.marketsgroup.org/news/research/2026-elite-alts-allocators-part-1


entity_id: harisha-koneru-haigh

excerpt: Northwestern University Investment Office ($14.0B-$16.7B AUM) - Source: https://www.marketsgroup.org/news/research/2026-elite-alts-allocators-part-1


entity_id: charles-nielsen

excerpt: Public Employees' Retirement System (PERS) of Mississippi ($37.6B AUM) - Source: https://www.marketsgroup.org/news/research/2026-elite-institutional-cios-part-6


entity_id: anurag-pandit

excerpt: ALSAC/St Jude Children's Research Hospital ($10B AUM) - Source: https://www.marketsgroup.org/news/research/2026-elite-institutional-cios-part-6


entity_id: brian-pellegrino

excerpt: Georgia Tech Foundation ($3.6B AUM) - Source: https://www.marketsgroup.org/news/research/2026-elite-institutional-cios-part-6


entity_id: donald-pierce

excerpt: San Bernardino County Employees' Retirement Association (SBCERA) ($17B AUM) - Source: https://www.marketsgroup.org/news/research/2026-elite-institutional-cios-part-6


entity_id: scott-pittman

excerpt: The Mount Sinai Health System ($3B AUM) - Source: https://www.marketsgroup.org/news/research/2026-elite-institutional-cios-part-6


entity_id: carlos-rangel

excerpt: W.K. Kellogg Foundation ($10B AUM) - Source: https://www.marketsgroup.org/news/research/2026-elite-institutional-cios-part-6


entity_id: timothy-reese

excerpt: Pennsylvania Municipal Retirement System (PMRS) ($4B AUM) - Source: https://www.marketsgroup.org/news/research/2026-elite-institutional-cios-part-6


entity_id: alyssa-rieder

excerpt: CommonSpirit Health ($26.9B AUM) - Source: https://www.marketsgroup.org/news/research/2026-elite-institutional-cios-part-6


entity_id: neil-roache

excerpt: Johnson & Johnson Private Sector Pension Fund ($34B AUM) - Source: https://www.marketsgroup.org/news/research/2026-elite-institutional-cios-part-6


entity_id: alison-romano

excerpt: San Francisco Employees' Retirement System (SFERS) ($38.7B AUM) - Source: https://www.marketsgroup.org/news/research/2026-elite-institutional-cios-part-6


entity_id: neal-graziano

excerpt: W.K. Kellogg Foundation - Source: https://www.marketsgroup.org/news/research/2026-elite-alts-allocators-part-2


entity_id: lacey-johnson

excerpt: Grinnell College Investment Office ($2.85B AUM) - Source: https://www.marketsgroup.org/news/research/2026-elite-alts-allocators-part-2


entity_id: erik-ogren

excerpt: Carnegie Mellon University ($4.5B AUM) - Source: https://www.marketsgroup.org/news/research/2026-elite-alts-allocators-part-2


entity_id: nicola-da-roza

excerpt: St. Jude Children's Research Hospital (ALSAC) ($9B AUM) - Source: https://www.marketsgroup.org/news/research/2026-elite-alts-allocators-part-2


entity_id: caixia-ziegler

excerpt: MacArthur Foundation ($9.3B AUM) - Source: https://www.marketsgroup.org/news/research/2026-elite-alts-allocators-part-2


excerpt: AUM: $17.1B, Location: San Bernardino, CA - Source: https://www.marketsgroup.org/news/research/2026-next-elite


excerpt: AUM: $27.9B, Location: Boise, ID - Source: https://www.marketsgroup.org/news/research/2026-next-elite


excerpt: AUM: $20.0B, Location: Lansing, MI - Source: https://www.marketsgroup.org/news/research/2026-next-elite


entity_id: carnegie-corporation-of-new-york

excerpt: AUM: $5.0B, Location: New York - Source: https://www.marketsgroup.org/news/research/2026-next-elite


entity_id: employee-retirement-system-of-texas

excerpt: AUM: $44.0B, Location: Austin, TX - Source: https://www.marketsgroup.org/news/research/2026-next-elite


entity_id: rwj-barnabas-health

excerpt: AUM: $10.0B, Location: Jersey City, NJ - Source: https://www.marketsgroup.org/news/research/2026-next-elite-part-2


entity_id: indiana-public-retirement-system

excerpt: AUM: $60.8B, Location: Indianapolis, IN - Source: https://www.marketsgroup.org/news/research/2026-next-elite-part-2


entity_id: psrs-peers

excerpt: AUM: $66.4B, Location: Jefferson City, MO - Source: https://www.marketsgroup.org/news/research/2026-next-elite-part-2


entity_id: teachers-retirement-system-of-illinois

excerpt: AUM: $83.2B, Location: Chicago, IL - Source: https://www.marketsgroup.org/news/research/2026-next-elite-part-2


entity_id: oregon-public-employees-retirement-fund

excerpt: AUM: $101.3B, Location: Portland, OR - Source: https://www.marketsgroup.org/news/research/2026-next-elite-part-2


entity_id: adventhealth-foundation

excerpt: AUM: $27B, Location: Altamonte Springs, FL - Source: https://www.marketsgroup.org/news/research/2026-elite-institutional-cios-part-7


entity_id: david-and-lucile-packard-foundation

excerpt: AUM: $9B, Location: Los Altos, CA - Source: https://www.marketsgroup.org/news/research/2026-elite-institutional-cios-part-7


entity_id: minnesota-state-board-of-investment

excerpt: AUM: $156B, Location: Minneapolis, MN - Source: https://www.marketsgroup.org/news/research/2026-elite-institutional-cios-part-7


excerpt: AUM: $19.2B, Location: Rio Rancho, NM - Source: https://www.marketsgroup.org/news/research/2026-elite-institutional-cios-part-7


excerpt: AUM: $8B, Location: Littleton, CO - Source: https://www.marketsgroup.org/news/research/2026-elite-institutional-cios-part-7


entity_id: utah-state-retirement-systems

excerpt: AUM: $64B, Location: Salt Lake City, UT - Source: https://www.marketsgroup.org/news/research/2026-elite-institutional-cios-part-7


excerpt: AUM: $29B, Location: Charleston, WV - Source: https://www.marketsgroup.org/news/research/2026-elite-institutional-cios-part-7


entity_id: hackensack-meridian-health-foundation

excerpt: AUM: $12B, Location: Edison, NJ - Source: https://www.marketsgroup.org/news/research/2026-elite-institutional-cios-part-7


excerpt: AUM: $25.2B, Location: Phoenix, AZ - Source: https://www.marketsgroup.org/news/research/2026-elite-institutional-cios-part-7


excerpt: AUM: $9.0B, Location: Baltimore, MD - Source: https://www.marketsgroup.org/news/research/2026-elite-alts-allocators-part-1


entity_id: ucla-investment-company

excerpt: AUM: $5.0B, Location: Los Angeles, CA - Source: https://www.marketsgroup.org/news/research/2026-elite-alts-allocators-part-1


entity_id: foundation-for-the-carolinas

excerpt: AUM: $5.1B, Location: Charlotte, NC - Source: https://www.marketsgroup.org/news/research/2026-elite-alts-allocators-part-1


entity_id: aaa-the-auto-club-group

excerpt: AUM: $9.0B, Location: Miami, FL - Source: https://www.marketsgroup.org/news/research/2026-elite-alts-allocators-part-1


excerpt: AUM: $14.0B-$16.7B, Location: Chicago, IL - Source: https://www.marketsgroup.org/news/research/2026-elite-alts-allocators-part-1


entity_id: franciscan-alliance

excerpt: Location: Not specified - Source: https://www.marketsgroup.org/news/research/2026-elite-alts-allocators-part-1


excerpt: AUM: $37.6B, Location: Jackson, MS - Source: https://www.marketsgroup.org/news/research/2026-elite-institutional-cios-part-6


excerpt: AUM: $10B, Location: Memphis, TN - Source: https://www.marketsgroup.org/news/research/2026-elite-institutional-cios-part-6


entity_id: georgia-tech-foundation

excerpt: AUM: $3.6B, Location: Atlanta, GA - Source: https://www.marketsgroup.org/news/research/2026-elite-institutional-cios-part-6


entity_id: the-mount-sinai-health-system

excerpt: AUM: $3B, Location: New York, NY - Source: https://www.marketsgroup.org/news/research/2026-elite-institutional-cios-part-6


entity_id: w-k-kellogg-foundation

excerpt: AUM: $10B, Location: Battle Creek, MI - Source: https://www.marketsgroup.org/news/research/2026-elite-institutional-cios-part-6


excerpt: AUM: $4B, Location: Harrisburg, PA - Source: https://www.marketsgroup.org/news/research/2026-elite-institutional-cios-part-6


entity_id: commonspirit-health

excerpt: AUM: $26.9B, Location: San Francisco, CA - Source: https://www.marketsgroup.org/news/research/2026-elite-institutional-cios-part-6


entity_id: johnson-johnson-pension-plan

excerpt: AUM: $34B, Location: New Brunswick, NJ - Source: https://www.marketsgroup.org/news/research/2026-elite-institutional-cios-part-6


excerpt: AUM: $38.7B, Location: San Francisco, CA - Source: https://www.marketsgroup.org/news/research/2026-elite-institutional-cios-part-6


entity_id: grinnell-college-investment-office

excerpt: AUM: $2.85B, Location: Boston, MA - Source: https://www.marketsgroup.org/news/research/2026-elite-alts-allocators-part-2


excerpt: AUM: $4.5B, Location: Pittsburgh, PA - Source: https://www.marketsgroup.org/news/research/2026-elite-alts-allocators-part-2


excerpt: AUM: $9B, Location: Memphis, TN - Source: https://www.marketsgroup.org/news/research/2026-elite-alts-allocators-part-2


entity_id: macarthur-foundation

excerpt: AUM: $9.3B, Location: Chicago, IL - Source: https://www.marketsgroup.org/news/research/2026-elite-alts-allocators-part-2


entity_id: golding-capital-partners

excerpt: Amy Dai former experience - Source: https://www.marketsgroup.org/news/research/2026-elite-alts-allocators-part-1


entity_id: gcm-grosvenor


entity_id: paamco

excerpt: Breanne Eshelman former experience - Source: https://www.marketsgroup.org/news/research/2026-elite-alts-allocators-part-1


entity_id: apg-asset-management

excerpt: Caitlin Mooney former experience - Source: https://www.marketsgroup.org/news/research/2026-elite-alts-allocators-part-1


entity_id: weiss-multi-strategy-advisers


entity_id: alumni-ventures

excerpt: Allocators' experience reference - Source: https://www.marketsgroup.org/news/research/2026-elite-alts-allocators-part-2


entity_id: cliffwater


entity_id: lp-capital-advisors


entity_id: fund-evaluation-group


excerpt: Senior Investment Officer role - Source: https://www.marketsgroup.org/news/research/2026-next-elite


excerpt: Deputy Chief Investment Officer role - Source: https://www.marketsgroup.org/news/research/2026-next-elite


excerpt: Senior Director of Investments role - Source: https://www.marketsgroup.org/news/research/2026-next-elite


excerpt: Managing Director of Investments role - Source: https://www.marketsgroup.org/news/research/2026-next-elite-part-2


excerpt: Deputy Chief Investment Officer role - Source: https://www.marketsgroup.org/news/research/2026-next-elite-part-2


excerpt: Director of Private Equity and Alternatives role - Source: https://www.marketsgroup.org/news/research/2026-next-elite-part-2


excerpt: Senior Investment Officer, Diversifying Strategies Portfolio role - Source: https://www.marketsgroup.org/news/research/2026-next-elite-part-2


excerpt: Senior VP & Chief Investment Officer role - Source: https://www.marketsgroup.org/news/research/2026-elite-institutional-cios-part-7


excerpt: Executive Director & Chief Investment Officer role - Source: https://www.marketsgroup.org/news/research/2026-elite-institutional-cios-part-7


excerpt: Chief Investment Officer role - Source: https://www.marketsgroup.org/news/research/2026-elite-institutional-cios-part-7


excerpt: Managing Director, Investments role - Source: https://www.marketsgroup.org/news/research/2026-elite-alts-allocators-part-1


excerpt: Former experience - Source: https://www.marketsgroup.org/news/research/2026-elite-alts-allocators-part-1


excerpt: Investment Director role - Source: https://www.marketsgroup.org/news/research/2026-elite-alts-allocators-part-1


excerpt: Vice President and Director of Investments role - Source: https://www.marketsgroup.org/news/research/2026-elite-alts-allocators-part-1


excerpt: Head of Alternative Investments role - Source: https://www.marketsgroup.org/news/research/2026-elite-alts-allocators-part-1


excerpt: Managing Director role - Source: https://www.marketsgroup.org/news/research/2026-elite-alts-allocators-part-1


excerpt: Chief Investment Officer role - Source: https://www.marketsgroup.org/news/research/2026-elite-institutional-cios-part-6


excerpt: Senior Vice President & Chief Investment Officer role - Source: https://www.marketsgroup.org/news/research/2026-elite-institutional-cios-part-6


excerpt: Secretary, CEO & Chief Investment Officer role - Source: https://www.marketsgroup.org/news/research/2026-elite-institutional-cios-part-6


excerpt: Chief Executive Officer & Chief Investment Officer role - Source: https://www.marketsgroup.org/news/research/2026-elite-institutional-cios-part-6


excerpt: Managing Director – Private Assets role - Source: https://www.marketsgroup.org/news/research/2026-elite-alts-allocators-part-2


excerpt: Managing Director role - Source: https://www.marketsgroup.org/news/research/2026-elite-alts-allocators-part-2


excerpt: Managing Director of Investments role - Source: https://www.marketsgroup.org/news/research/2026-elite-alts-allocators-part-2


excerpt: Senior Director, Investments role - Source: https://www.marketsgroup.org/news/research/2026-elite-alts-allocators-part-2


excerpt: Managing Director, Real Assets & Sustainable Investments role - Source: https://www.marketsgroup.org/news/research/2026-elite-alts-allocators-part-2


entity_id: millennium-management

excerpt: Largest multi-strategy hedge fund by AUM as of June 2026. Manages $505.9 billion according to earlier 2026 data. Multi-manager platform with 100+ portfolio managers. Source: https://hedgeco.net/news/02/2026/point72-tops-citadel-and-millennium-returns-as-multi-strategy-funds-soar.html


entity_id: citadel

excerpt: Major multi-strategy hedge fund. Also reported as $397-446 billion AUM depending on source and measurement methodology. Founded by Ken Griffin. Source: https://www.thedailyupside.com/finance/hedge-funds/point72-tops-citadel-and-millennium-returns-as-multi-strategy-funds-soar.html


excerpt: Multi-strategy hedge fund with 190+ trading pods and 3,000 employees. Returned 17.5-18% in 2025. Reopened to investors in 2018 after redemptions. Source: https://hedgeco.net/news/03/2026/point72-takes-performance-lead-over-citadel-and-millennium.html


entity_id: balyasny-asset-management

excerpt: Chicago-based multi-strategy hedge fund founded in 2001. Also reported as $265 billion or $29 billion depending on source methodology. Has 2,000 employees and 200+ portfolio managers. Planning Abu Dhabi office opening in H1 2026. Source: https://www.bamfunds.com/


entity_id: ares-management

excerpt: Large alternative assets manager reported as $319 billion AUM in 2026 rankings. Source: https://hedgelists.com/top-250-largest-hedge-funds-2026/


entity_id: appaloosa-management

excerpt: Hedge fund founded by David Tepper. David Tepper earned $3.2 billion in 2025, ranking second on Bloomberg hedge fund rich list. Source: https://invezz.com/news/2026/02/19/steve-cohen-tops-hedge-fund-rankings-as-point72-profits-surge/


entity_id: d-e-shaw

excerpt: Major quantitative hedge fund. Ranked among top asset gainers in 2025. Source: https://www.withintelligence.com/insights/hedge-fund-outlook-2026/


entity_id: two-sigma

excerpt: Quantitative hedge fund. Ranked among top performers. Balyasny outperformed Two Sigma's 2025 returns. Source: https://www.withintelligence.com/insights/hedge-fund-outlook-2026/


entity_id: aqr

excerpt: Quantitative hedge fund specialist. Ranked among top asset gainers in 2025. Source: https://www.withintelligence.com/insights/hedge-fund-outlook-2026/


entity_id: qube-research-technologies

excerpt: Quantitative hedge fund. Outperformed Balyasny and D.E. Shaw in 2025 performance. Source: https://www.withintelligence.com/insights/hedge-fund-outlook-2026/


entity_id: ken-griffin

excerpt: Founder and CEO of Citadel hedge fund. Earned $2.4 billion in 2025, ranking fifth on Bloomberg hedge fund rich list. Citadel Wellington fund returned 10.2% in 2025. Source: https://invezz.com/news/2026/02/19/steve-cohen-tops-hedge-fund-rankings-as-point72-profits-surge/


entity_id: steve-cohen

excerpt: Founder of Point72. Highest-earning hedge fund manager in 2025 with $3.4 billion in compensation. Mets owner. Source: https://invezz.com/news/2026/02/19/steve-cohen-tops-hedge-fund-rankings-as-point72-profits-surge/


entity_id: david-tepper

excerpt: Founder of Appaloosa Management hedge fund. Second-highest-earning hedge fund manager in 2025 with $3.2 billion in compensation. Source: https://invezz.com/news/2026/02/19/steve-cohen-tops-hedge-fund-rankings-as-point72-profits-surge/


entity_id: dmitry-balyasny

excerpt: Russian-born founder of Balyasny Asset Management established in 2001. Managing partner and chief investment officer. Leads BAM's Equities Long/Short business globally. Source: https://www.bamfunds.com/about-us/leadership/dmitry-balyasny


entity_id: calpers

excerpt: California Public Employees' Retirement System. Famously exited hedge funds in 2014. Recently re-introduced the idea of risk-mitigating hedge funds in its asset study for 2026. Planning to implement mandates through 'total portfolio approach' framework. Source: https://www.withintelligence.com/insights/hedge-fund-outlook-2026/


entity_id: calstrs

excerpt: California State Teachers' Retirement System. Largest educator-only pension fund in the world as of May 31, 2026. Major institutional investor in alternatives. Source: https://www.calstrs.com/investment-portfolio


entity_id: texas-teachers

excerpt: Texas Teachers Retirement System. Characterized as notable hedge fund proponent already allocating to hedge funds. Making moves on hedge fund allocations in 2026. Source: https://www.withintelligence.com/insights/hedge-fund-outlook-2026/


entity_id: florida-sba

excerpt: Florida State Board of Administration. Managing $100+ billion in public equities portfolio. Considering adding long/short equity hedge fund mandates to its portfolio in 2026. Source: https://www.withintelligence.com/insights/hedge-fund-outlook-2026/


entity_id: alaska-permanent-fund

excerpt: Alaska's sovereign wealth fund. Planning to increase hedge fund allocation in next asset study. Previously constrained by capacity and access to top-tier hedge funds. Source: https://www.withintelligence.com/insights/hedge-fund-outlook-2026/


entity_id: ohio-public-pensions

excerpt: Ohio's two largest public pensions. Described as having billions of dollars to deploy while building out risk-mitigating and liquid alternatives exposure. Active in manager searches in 2026. Source: https://www.withintelligence.com/insights/hedge-fund-outlook-2026/


entity_id: norges-bank-investment-management

excerpt: Norway's sovereign wealth fund (Government Pension Fund Global). Beginning first foray into hedge funds via long/short equity opportunities in 2026. Source: https://www.withintelligence.com/insights/hedge-fund-outlook-2026/