entity_id: michael-skelly-mike-skelly

excerpt: Lexington Partners. New York-based. Joined 2010. Promoted Partner Jan 2026. Focuses on secondary opportunities and GP-led transactions. Source: https://www.lexingtonpartners.com/press-releases/lexington-partners-names-three-new-partners/


display_note: Not displayed as primary-source evidence.

entity_id: harbourvest-partners

entity_type: node

excerpt: Third largest equity secondaries manager globally. Credit Secondaries Platform launched 2025. Expected 9-person team by 2026. Source: https://www.harbourvest.com/harbourvest-partners-expands-credit-secondaries-platform/

source_type: url


entity_id: greg-ciesielski

excerpt: HarbourVest Partners. From secondaries group. Leads credit secondaries team (9 target members by 2026). Source: https://www.harbourvest.com/harbourvest-partners-expands-credit-secondaries-platform/


entity_id: sean-gillespie

excerpt: HarbourVest Partners. From credit platform. Co-leads dedicated credit secondaries team with Greg Ciesielski. Source: https://www.harbourvest.com/harbourvest-partners-expands-credit-secondaries-platform/


entity_id: carlyle-alpinvest

excerpt: Part of Carlyle Group. $80B+ AUM. AlpInvest Secondaries Fund VIII: $20B raised (2025). Carlyle AlpInvest Private Markets Secondaries (CAPS) evergreen fund. 60-person investment team. Source: https://www.carlyle.com/our-firm/carlyle-alpinvest


entity_id: chris-perriello

excerpt: Carlyle AlpInvest. Member of Investment Committee. Leads global secondaries strategy. Source: https://www.carlyle.com/our-firm/carlyle-alpinvest


entity_id: ruulke-bagijn

excerpt: Carlyle AlpInvest. Chair of Board. Oversees $80B+ AUM platform across primary, co-investment, and secondary solutions. Offices: NY, SF, London, Amsterdam, Hong Kong, Singapore. Source: https://www.carlyle.com/our-firm/carlyle-alpinvest


entity_id: michael-hacker

excerpt: Carlyle AlpInvest. Leads portfolio finance strategy at $80B+ platform. Source: https://www.carlyle.com/our-firm/carlyle-alpinvest


entity_id: blackstone-strategic-partners

excerpt: Acquired from Credit Suisse (formerly Credit Suisse Strategic Partners). $82B AUM globally (2026). 2,300+ transactions since 2000. Focuses on LP interests, co-investments, LBO, real estate, VC, infrastructure secondaries. Source: https://www.blackstone.com/our-businesses/strategic-partners/


entity_id: verdun-perry

excerpt: Blackstone Strategic Partners. Joined when firm founded 2000. Chairs investment committee for each fund. Harvard MBA (2000). Robert Toigo Foundation Fellow. Prior: DLJ, Morgan Stanley. Source: https://www.blackstone.com/people/verdun-perry-2/


entity_id: adams-street-partners

excerpt: Manages $9.5B in secondary investments. 330+ years collective experience on executive committee. Offices: Chicago, Austin, Menlo Park, New York. Source: https://www.adamsstreetpartners.com/our-firm/leadership/


entity_id: jeffrey-akers

excerpt: Adams Street Partners. Chicago-based. Leads $9.5B secondary investment division. Executive Committee member. Source: https://www.adamsstreetpartners.com/our-firm/leadership/


entity_id: pantheon

excerpt: Preeminent secondaries investor across private markets. Global secondaries fund platform. Multiple promoted Partners to manage APAC and LATAM secondaries 2026. Source: https://www.pantheon.com/news/pantheon-completes-leadership-transitions-of-kathryn-leaf-to-ceo-and-jeff-miller-to-cio-names-three-new-partners


entity_id: kathryn-leaf

excerpt: Pantheon. Effective Jan 1, 2025. Led firm's strategic development and real assets investment strategies. CEO of leading secondaries platform (Pantheon). Source: https://www.pantheon.com/news/pantheon-completes-leadership-transitions-of-kathryn-leaf-to-ceo-and-jeff-miller-to-cio-names-three-new-partners


entity_id: jeff-miller

excerpt: Pantheon. Oversees secondaries strategy within broader PE platform. Effective Jan 1, 2025. Source: https://www.pantheon.com/news/pantheon-completes-leadership-transitions-of-kathryn-leaf-to-ceo-and-jeff-miller-to-cio-names-three-new-partners


entity_id: scott-hong

excerpt: Pantheon. South Korea client engagement lead. Promoted to Partner 2026. Source: https://pe-insights.com/pantheon-strengthens-secondaries-leadership-with-four-promotions-across-asia-and-latin-america/


entity_id: victor-mayer

excerpt: Pantheon. Heads international private wealth team. Promoted to Partner 2026. Source: https://pe-insights.com/pantheon-strengthens-secondaries-leadership-with-four-promotions-across-asia-and-latin-america/


entity_id: kunal-sood

excerpt: Pantheon. Focuses on primary, secondary, co-investment opportunities across Asia Pacific. Promoted to Partner 2026. Source: https://pe-insights.com/pantheon-strengthens-secondaries-leadership-with-four-promotions-across-asia-and-latin-america/


entity_id: ana-zarruk

excerpt: Pantheon. Leads client development in Latin America. Promoted to Partner 2026. Source: https://pe-insights.com/pantheon-strengthens-secondaries-leadership-with-four-promotions-across-asia-and-latin-america/


entity_id: coller-capital

excerpt: Coller International Partners IX (CIP IX): $17B final closing (Jan 2026), largest fund ever. Invests in LP-led and GP-led secondary transactions. Acquired by EQT Jan 2026, forming 'Coller EQT' secondaries platform. Source: https://www.collercapital.com/coller-capital-raises-17-billion-for-global-private-equity-secondaries-platform/


entity_id: jeremy-coller

excerpt: Coller Capital. Continues to lead post-EQT acquisition (Jan 2026). Reports to EQT CEO. Leads Coller EQT secondaries platform. Source: https://www.collercapital.com/our-people/jeremy-coller/


entity_id: remy-kawkabani

excerpt: Coller Capital. Senior leadership in global PE secondaries firm. Source: https://eqtgroup.com/news/eqt-to-combine-with-coller-capital-to-enter-secondaries-marking-the-next-step-in-eqts-strategic-evolution-2026-01-22


entity_id: ares-management

excerpt: Ares Credit Secondaries (ACS) Fund: $7.1B raised (Jan 2026), including $4B LP equity and $3.1B co-investments. First formal credit secondaries strategy 2023. Largest inaugural institutional fundraise. Source: https://finance.yahoo.com/news/ares-raises-over-7-billion-113000772.html


entity_id: dave-schwartz

excerpt: Ares Management. Leads credit secondaries strategy expansion. Source: https://www.aresmgmt.com/our-business/secondaries


entity_id: sebastien-burdel

excerpt: Ares Management. Co-leads Ares Credit Secondaries Fund ($7.1B). Source: https://www.aresmgmt.com/our-business/secondaries


entity_id: chrissy-lamont-svejnar


entity_id: luca-salvato


entity_id: kipp-deveer

excerpt: Ares Management. Background in credit operations. Named Co-President 2026 alongside Blair Jacobson. Reflects focus on core credit product. Source: https://www.aresmgmt.com/our-business/secondaries


entity_id: blair-jacobson

excerpt: Ares Management. European markets experience. Named Co-President 2026. Reflects international expansion strategy in secondaries. Source: https://www.aresmgmt.com/our-business/secondaries


excerpt: Rebranded from Glendower Capital 2024 (acquired by CVC 2022). CVC Secondary Opportunities Fund VI-P: $1.61B raised (Feb 2026). 200+ transactions, 1,800+ fund interests, 70+ continuation vehicles. Dedicated credit secondaries platform 2025. Source: https://www.cvc.com/media/news/2023/2023-07-31-glendower-capital-raises-us-58-billion-for-its-fifth-global-secondary-private-equity-fund/


entity_id: hamilton-lane

excerpt: $20B+ secondary platform over 25 years. Hamilton Lane Global Private Secondary Fund (HLGPS) evergreen vehicle launched 2025. 10th fund in $12B+ AUM evergreen platform. $365M+ commitments on launch. Source: https://www.hamiltonlane.com/en-us/news/global-private-secondaries-launch


entity_id: permira

excerpt: Permira Credit: €14B+ debt capital deployed to 300+ European businesses. Entered secondaries via AltamarCAM acquisition. Dual co-CEO structure: Brian Ruder & Dipan Patel. Source: https://www.permira.com/


entity_id: brian-ruder

excerpt: Permira. Leads global PE and credit/secondaries expansion. Co-CEO structure reflects multi-strategy approach. Source: https://www.moonfare.com/deal-talk/deal-talk-permira-recap


entity_id: dipan-patel

excerpt: Permira. Co-leads firm alongside Brian Ruder. Oversees diversified investment strategies including secondaries (AltamarCAM acquisition). Source: https://www.moonfare.com/deal-talk/deal-talk-permira-recap


entity_id: jos-luis-molina

excerpt: Permira (AltamarCAM). CEO of secondaries operations post-Permira acquisition. Leads €1.6B+ fundraising for first secondaries fund post-acquisition. Source: https://www.secondariesinvestor.com/altamarcam-raises-nearly-e1-6bn-for-first-secondaries-fund-post-permira-acquisition/


entity_id: eqt-ab

excerpt: Acquired Coller Capital Jan 2026 for up to $3.7B, forming 'Coller EQT' dedicated secondaries platform. Marks EQT's entry into major PE secondaries market. Source: https://eqtgroup.com/news/eqt-to-combine-with-coller-capital-to-enter-secondaries-marking-the-next-step-in-eqts-strategic-evolution-2026-01-22


entity_type: edge

excerpt: Executive President & Co-Head of Secondaries


excerpt: Executive Vice-President & Co-Head of Secondaries


excerpt: Partner & President, Co-Chair Secondary Investment Committee


excerpt: Partner - Secondary Investments (promoted Jan 2026)


excerpt: Managing Director & Head of Credit Secondaries


excerpt: Head of Credit Secondaries (co-lead)


excerpt: Partner & Global Head of Secondaries


excerpt: Global Head of Carlyle AlpInvest, Chair of Board


excerpt: Partner & Global Head of Portfolio Finance


excerpt: Senior Managing Director & Global Head of Strategic Partners


excerpt: Partner & Head of Secondary Investments


excerpt: Chief Executive Officer (effective Jan 1, 2025)


excerpt: Chief Investment Officer & Global Head of Private Equity


excerpt: Partner - Secondaries, South Korea client engagement (promoted 2026)


excerpt: Partner - Secondaries, International private wealth (promoted 2026)


excerpt: Partner - Secondaries, APAC (promoted 2026)


excerpt: Partner - Secondaries, LATAM (promoted 2026)


excerpt: Chief Investment Officer & Managing Partner


excerpt: Deputy Managing Partner


excerpt: Head of Credit Secondaries


excerpt: Partner - Credit Secondaries


excerpt: Co-President (credit operations focus)


excerpt: Co-President (international expansion focus)


excerpt: Co-Chief Executive Officer


excerpt: Global CEO - AltamarCAM/Secondaries Operations


excerpt: Leads Coller EQT secondaries platform post-acquisition (Jan 2026)


excerpt: EQT acquired Coller Capital Jan 2026 for ~$3.7B, forming Coller EQT secondaries platform


entity_id: ubs-global-wealth-management

excerpt: Ultra-HNW division; Global Family Office Report 2026 based on 300+ clients with avg $2.7B AUM; CHF 757B AUM across Pictet Group


entity_id: citigroup-private-bank

excerpt: Citi Wealth division; integrated with U.S. Retail Bank; Revenue $1.1B Q1 2026


entity_id: citi-wealth

excerpt: Citi's primary wealth management brand; integrated Citigroup Private Bank; serves ultra-HNW families


entity_id: jpmorgan-private-bank

excerpt: Serves UHNW individuals with $5M+ investable assets; $3.2T+ AUM; 200+ global locations


entity_id: jp-morgan-asset-wealth-management

excerpt: $7T client assets; $24B revenue 2025; $553B net inflows 2025; alternatives $560B


entity_id: goldman-sachs-private-wealth

excerpt: Strength in alternative investments; private equity, hedge funds, pre-IPO access; Ayco advisory business $26B


entity_id: bank-of-america-private-bank

excerpt: Part of GWIM; Revenue $1.1B Q1 2026; 14% growth; serves UHNW families and institutions


entity_id: merrill-wealth-management

excerpt: Bank of America subsidiary; Revenue $5.6B Q1 2026; 11% growth; 341 advisors on Barron's Top 1,500 (2026)


entity_id: merrill-private-wealth

excerpt: Part of Merrill Wealth; premium advisory services for high-net-worth clients


entity_id: bessemer-trust

excerpt: 118-year-old independent firm; 1,200 employees; comprehensive wealth & family office services; ~$600B AUM estimate


entity_id: jpmorgan-s-first-republic

excerpt: Acquired by JPMorgan Chase in 2023; integrated into JPMorgan Private Bank


entity_id: northern-trust-wealth-management

excerpt: Global wealth management player; asset servicing and advisory; competes with Brown Brothers Harriman


entity_id: brown-brothers-harriman

excerpt: Private investment bank; advisory, wealth management, commercial banking; 6.7K employees; serves UHNW and institutions


entity_id: rockefeller-capital-management

excerpt: Serves ultra-HNW families; investment banking, family office services; new shareholders included 2026


entity_id: pictet-group

excerpt: CHF 757B AUM; top Swiss private bank; wealth management, asset management; opened Asia desk 2026


entity_id: julius-baer

excerpt: CHF 521B AUM (record 2026); leading Swiss private bank; digital rank 3rd among Swiss peers


entity_id: lombard-odier

excerpt: $192B AUM; Swiss private bank; digital rank 3rd; hired by Pictet for Asia desk expansion


entity_id: morgan-stanley-wealth-management

excerpt: CEO target $10T wealth opportunity; ETRADER integration; Morgan Stanley at Work; global advisor network


entity_id: deutsche-bank-wealth-management

excerpt: German/European UHNW focus; regional expansion 2026; premium investment advisory services


entity_id: hsbc-private-bank

excerpt: Global UHNW division; operations in U.S., China, Switzerland, India; premium wealth services


entity_id: hsbc-wealth-and-personal-banking-u-s

excerpt: International Wealth & Premier Banking division; serves UHNW individuals


entity_id: robert-karofsky

excerpt: UBS Group Executive Board member since 2018; leads Americas wealth operations


entity_id: iqbal-khan

excerpt: UBS Group Executive Board member since 2019; co-manages Global Wealth Management


entity_id: sabine-keller-busse

excerpt: UBS Group Executive Board member since 2016; oversees Swiss wealth management


entity_id: aleksandar-ivanovic

excerpt: UBS Group Executive Board member since 2024; manages asset management division


entity_id: andy-sieg

excerpt: Joined Citi September 2023; previously President Merrill Wealth Management; leads Citi's global wealth business + U.S. retail bank


entity_id: chad-reddy

excerpt: Appointed February 2026; 25+ years wealth management experience; ex-Bank of America Private Bank, Wells Fargo Private Bank


entity_id: christian-zeinler

excerpt: UBS alum; head of strategy for Citi Wealth and business execution for private bank


entity_id: kate-luft

excerpt: Reports to Andy Sieg; integrated Citi's Retail Bank into Wealth business 2026


entity_id: mary-callahan-erdoes

excerpt: Since 2009; Q1 2026 delivered $553B net flows, $7T client assets, $24B revenue; alternatives now $560B


entity_id: andrew-l-cohen

excerpt: Former CEO JPMorgan International Private Bank; oversees global private banking operations


entity_id: jamie-dimon

excerpt: Leading $4.4T asset global financial services firm; oversees all wealth divisions


entity_id: john-mallory

excerpt: Appointed January 26, 2026; co-leads wealth management with Nishi Somaiya


entity_id: nishi-somaiya

excerpt: Appointed January 26, 2026; co-leads wealth management with John Mallory


entity_id: sara-naison-tarajano

excerpt: Joined March 2026; previously global head of private wealth management capital markets; $26B Ayco business


entity_id: tucker-york

excerpt: Management Committee member; led wealth management division


entity_id: greg-fleming

excerpt: Leads multi-family office serving ultra-HNW families; significant shareholder


entity_id: lena-mass

excerpt: Appointed May 13, 2026; new AI leadership role for wealth tech innovation


entity_id: jimmy-hang

excerpt: CFO managing financial strategy for the multi-family office


entity_id: ruchir-sharma

excerpt: International wealth strategy leadership; co-hosts global trends discussions


entity_id: david-rockefeller-jr

excerpt: Fourth-generation family member; board governance of family-founded firm


entity_id: anousheh-ansari

excerpt: Appointed May 2026; CEO of XPRIZE; entrepreneur and technology leader


entity_id: holly-macdonald

excerpt: Takes helm early 2026; former Chief Investment Officer; previously JPMorgan Managing Director in Emerging Markets/Currency


entity_id: michael-marquez

excerpt: Becomes president 2026; Chief Client Officer and COO; manages client relationships


entity_id: marc-stern

excerpt: Stepping down early 2026 after leading the 118-year-old independent trust firm


entity_id: emily-gulden

excerpt: Joined 2022; Leadership Council member; ex-JPMorgan CMO for U.S. Private Bank, Deutsche Bank


entity_id: jed-finn

excerpt: Appointed January 2024; leads Morgan Stanley Financial Advisors, E*TRADE, Morgan Stanley at Work


entity_id: ted-pick

excerpt: 2026 leadership; overseeing $10T wealth opportunity and global wealth expansion


entity_id: ida-liu

excerpt: Appointed effective January 5, 2026; global UHNW leadership; ex-Citi Private Bank head


entity_id: racquel-oden

excerpt: U.S. leadership; ex-JPMorgan Head of Network Expansion for Consumer Banking


entity_id: jeff-papa

excerpt: Newly created role 2026; leads sales teams for U.S. wealth division


entity_id: max-xu

excerpt: Appointed April 1, 2026; leads China UHNW division


entity_id: samuel-chen

excerpt: Appointed April 1, 2026; China private banking leadership


entity_id: alfonso-g-mez

excerpt: Appointed April 27, 2026; leads HSBC's Swiss private banking operations


entity_id: nasim-amini

excerpt: Appointed January 1, 2026; ex-HypoVereinsbank UHNW and private banking


entity_id: naveed-arshad

excerpt: Joined January 1, 2026; ex-Hauck Aufhäuser Lampe Co-Head Wealth Management


excerpt: Co-President Global Wealth Management since 2018


excerpt: Co-President Global Wealth Management since 2019


excerpt: President Personal & Corporate Banking; oversees Swiss wealth management


excerpt: President Asset Management division since 2024


excerpt: Head of Wealth since September 2023


excerpt: Oversees Private Bank operations as part of Wealth division


excerpt: Head of Strategy & Business Execution since 2026


excerpt: Head of U.S. Retail Banking and Citigold; reports to Andy Sieg


excerpt: CEO since 2009; leads $7T client assets division


excerpt: Executive Chairman, Global Wealth Management; Head of 23 Wall


excerpt: Chairman & CEO; oversees all divisions including private banking


excerpt: Global Co-Head Wealth Management, appointed January 2026


excerpt: Head of Ayco wealth advisory business, joined March 2026


excerpt: Global Head Wealth Management; Management Committee member


excerpt: President & CEO since appointment; leads multi-family office


excerpt: Chief AI Officer & Managing Director, appointed May 2026


excerpt: Chief Financial Officer; manages financial strategy


excerpt: Rockefeller International Chairman; international wealth strategy


excerpt: Director; fourth-generation family member on board


excerpt: Board Member, appointed May 2026; CEO of XPRIZE


excerpt: CEO, assuming role early 2026; previously Chief Investment Officer


excerpt: President, 2026 appointment; Chief Client Officer and COO


excerpt: Head of Marketing & Client Engagement since 2022; Leadership Council


excerpt: Head of Wealth Management since January 2024


excerpt: Chairman & CEO; oversees wealth expansion to $10T target


excerpt: CEO, appointed January 5, 2026; global UHNW leadership


excerpt: Head of U.S. Wealth, Premier & Private Banking since appointment


excerpt: Head of Distribution, newly created role 2026


excerpt: Head of International Wealth & Premier Banking China, appointed April 2026


excerpt: Head of Private Bank China, appointed April 2026


excerpt: CEO HSBC Private Bank (Suisse) and Country Head Switzerland, appointed April 2026


excerpt: Head of South Region, appointed January 1, 2026


excerpt: Wealth Management Leadership role, joined January 1, 2026


excerpt: Part of same Global Wealth Investment Management (GWIM) division


excerpt: Premium advisory tier within Merrill Wealth Management


excerpt: Private Bank integrated into Citi Wealth division structure


excerpt: Ultra-HNW division within broader Asset & Wealth Management


excerpt: Integrated into JPMorgan Private Bank operations post-2023 acquisition


excerpt: Previously Managing Director in Emerging Markets & Currency Strategy at JPMorgan; joined Bessemer 2015


excerpt: Previously Chief Marketing Officer, J.P. Morgan U.S. Private Bank


excerpt: Senior leadership role before joining Citi Private Bank in 2026


entity_id: galaxy-digital

excerpt: Founded 2018, BitLicense approved 2026, ~$9B AUM in client assets, operates Helios data centers


entity_id: mike-novogratz

excerpt: Galaxy Digital CEO, institutional crypto focus, 50+ global licenses


entity_id: pantera-capital

excerpt: Founded 2003, $5B+ AUM, first U.S. institutional asset manager focused exclusively on blockchain


entity_id: dan-morehead

excerpt: Pantera Capital, 30+ years macro investment, ex-CFO Tiger Management, 51-person team with 17 partners


entity_id: joey-krug

excerpt: Pantera Capital, joined 2019, co-founder Augur, ex-CTO Pantera


entity_id: paul-veradittakit

excerpt: Pantera Capital, founding member, backed 200+ strategic investments since 2014


entity_id: brevan-howard-digital-bh-digital

excerpt: Launched 2021, $2.4B AUM as of 2025, 60+ employees including 10+ portfolio managers


entity_id: aron-landy

excerpt: BH Digital CEO, leads digital asset strategy for Brevan Howard


entity_id: chris-rayner-cook

excerpt: BH Digital, promoted May 2026, ex-head global trading and financing Coinbase


entity_id: multicoin-capital

excerpt: Founded 2018, $5.9B AUM as of May 2025, hybrid liquid token trading and venture investing


entity_id: kyle-samani

excerpt: Multicoin Capital, stepped down February 2026 after nearly a decade, chairman Forward Industries (FWDI)


entity_id: tushar-jain

excerpt: Multicoin Capital, continues day-to-day operations post-Samani departure


entity_id: brian-smith

excerpt: Multicoin Capital, continues day-to-day operations with Tushar Jain


entity_id: arca

excerpt: Merging with BlockTower, all-equity deal announced 2024, one-stop-shop for crypto investors


entity_id: rayne-steinberg

excerpt: Leading combined Arca-BlockTower operation post-merger


entity_id: jeff-dorman

excerpt: Arca co-founder and CIO, continues in merged entity


entity_id: blocktower-capital

excerpt: Founded 2017, hybrid model (venture, trading, credit, portfolio management), merging with Arca 2025


entity_id: ari-paul

excerpt: BlockTower, ex-Wall Street professional, retained in Arca-BlockTower merger


entity_id: polychain-capital

excerpt: Founded 2016, $500M+ net worth fund, first $1B crypto fund, backed by Andreessen Horowitz, Sequoia, USV


entity_id: olaf-carlson-wee

excerpt: Polychain Capital, first employee Coinbase, ~$500M net worth 2026


entity_id: arrington-capital

excerpt: Founded 2017, $628M AUM, 200+ investments in crypto ecosystem, thesis-driven approach


entity_id: michael-arrington

excerpt: TechCrunch founder, one of Time 100 (2008), leads Arrington Capital


entity_id: heather-harde

excerpt: Arrington Capital, ex-TechCrunch CEO


entity_id: geoffrey-arone

excerpt: Arrington Capital, co-founded with Arrington and Harde


entity_id: wintermute

excerpt: Founded 2017, $500M+ assets, $5B+ daily trading, 50+ exchange liquidity provision


entity_id: evgeny-gaevoy

excerpt: Wintermute founder, high-frequency market making, algorithmic trading expertise


entity_id: cumberland-drw

excerpt: Founded 2014, part of DRW Holdings (30+ year trading firm), serves Goldman Sachs, Bloomberg, hedge funds


entity_id: microstrategy-strategy-inc

excerpt: Rebranded to Strategy 2025, 843,706 BTC holdings ($51.6B), 82% of enterprise value


entity_id: michael-saylor

excerpt: Strategy/MicroStrategy CEO, ~17,732 personal BTC ($1.27B), bitcoin maximalist advocate


entity_id: grayscale-investments

excerpt: Largest digital asset manager, ~$19B AUM, GBTC flagship fund, DCG subsidiary


entity_id: peter-mintzberg

excerpt: Grayscale CEO (interim role, confirmed Aug 2024), ex-CFO, managing succession from Sonnenshein


entity_id: michael-sonnenshein

excerpt: Grayscale ex-CEO, stepped down 2024, remains on board, institutional crypto focus pioneer


entity_id: barry-silbert

excerpt: Digital Currency Group founder, ex-Grayscale chairman, departed board 2024, facing legal challenges


entity_id: mark-shifke

excerpt: Grayscale board chairman (as of Jan 2024), replaced Barry Silbert


entity_id: digital-currency-group-dcg

excerpt: Founded by Barry Silbert, Genesis Global Capital owner, Gemini exchange connection, $19B+ AUM control


entity_id: bitwise

excerpt: Bitwise 10 Crypto Index ETF (BITW) launched Dec 2025, institutional crypto exposure


entity_id: hashdex

excerpt: Founded 2018, $1B+ AUM as of May 2026, Nasdaq CME Crypto Index ETF, Brazil-based


entity_id: mick-mclaughlin

excerpt: Hashdex US CEO (appointed March 2026), leading U.S. expansion strategy


entity_id: valkyrie-investments

excerpt: Leading crypto ETF issuer, 2026 operations ongoing


entity_id: wisdomtree

excerpt: Major ETF provider expanding into crypto asset offerings


entity_id: proshares

excerpt: Major bitcoin ETF issuer, institutional crypto access provider


entity_id: vaneck

excerpt: Bitcoin ETF issuer, VanEck ETF Trust, crypto index products


entity_id: mike-novogratz--founded--galaxy-digital

excerpt: Galaxy Digital founder and CEO


excerpt: CEO leading institutional crypto expansion, BitLicense approval 2026


entity_id: dan-morehead--founded--pantera-capital

excerpt: Pantera Capital founder 2003, first blockchain-focused institutional fund


excerpt: CEO and Chief Investment Officer, 30+ years macro experience


excerpt: Co-Chief Investment Officer since 2019, ex-Augur co-founder


excerpt: Managing Partner, founding member, 200+ backed companies


excerpt: CEO of BH Digital division, $2.4B AUM manager


excerpt: Chief Investment Officer promoted May 2026, ex-Coinbase head of trading


entity_id: kyle-samani--founded--multicoin-capital

excerpt: Multicoin Capital co-founder 2018


excerpt: Co-founder and managing partner, continues operations post-Samani


excerpt: Managing partner, day-to-day operations with Tushar Jain


excerpt: CEO of merged Arca-BlockTower entity


entity_id: jeff-dorman--founded--arca

excerpt: Arca co-founder


excerpt: Chief Investment Officer, continues in merged entity with BlockTower


entity_id: ari-paul--founded--blocktower-capital

excerpt: BlockTower co-founder


excerpt: Chief Investment Officer, retained in Arca-BlockTower merger


excerpt: All-equity merger announced 2024, combined entity led by Rayne Steinberg


excerpt: Polychain Capital founder 2016, ex-Coinbase first employee


excerpt: CEO of Polychain Capital, $500M+ net worth


excerpt: Arrington Capital founder 2017, ex-TechCrunch founder


excerpt: Managing Member and founder, leads crypto venture investment strategy


excerpt: Arrington Capital co-founder, ex-TechCrunch CEO


excerpt: Arrington Capital co-founder


entity_id: evgeny-gaevoy--founded--wintermute

excerpt: Wintermute founder 2017, high-frequency market making pioneer


excerpt: Founder of crypto market maker and algorithmic trading firm


excerpt: MicroStrategy founder, rebranded to Strategy 2025


excerpt: CEO, bitcoin maximalist, 843,706 BTC treasury ($51.6B), personal 17,732 BTC


excerpt: CEO, ex-CFO, managing institutional crypto asset business ($19B AUM)


excerpt: Former CEO, remains on board, pioneered institutional crypto access


excerpt: DCG founder, controls Grayscale and Genesis Global Capital


excerpt: Grayscale parent company founder via DCG


excerpt: Board chairman since Jan 2024, replaced Barry Silbert in governance restructure


excerpt: DCG is parent company of Grayscale, controls $19B+ in digital assets


excerpt: U.S. CEO and Head of Global Distribution, appointed March 2026


entity_id: nasdaq-inc

excerpt: Global exchange operator, home to technology companies; operates Nasdaq stock exchange


entity_id: adena-friedman


entity_id: tal-cohen


entity_id: new-york-stock-exchange-nyse

excerpt: Largest equities exchange by market cap; subsidiary of ICE


entity_id: intercontinental-exchange-inc

excerpt: Owner of NYSE, ICE Futures, and other global trading venues; $100B+ market cap


entity_id: jeffrey-c-sprecher


entity_id: lynn-martin


entity_id: cboe-global-markets-inc

excerpt: Major U.S. derivatives and equities exchange operator; operates volatility indices


entity_id: craig-donohue


entity_id: london-stock-exchange-group-plc

excerpt: Diversified global leader in financial markets infrastructure and data services


entity_id: david-schwimmer


entity_id: michel-alain-proch


entity_id: daniel-maguire


entity_id: lch-limited

excerpt: Leading European clearing house; SwapClear, Rates, Securities clearing


entity_id: carole-machell


entity_id: deutsche-b-rse-group

excerpt: Frankfurt-based exchange operator; operates Eurex, Xetra trading systems


entity_id: stephan-leithner


entity_id: christoph-b-hm


entity_id: jens-schulte


entity_id: euronext-n-v

excerpt: Pan-European exchange operator; operates exchanges in Paris, Amsterdam, Brussels, Dublin, Lisbon, Oslo, Milan, Athens


entity_id: st-phane-boujnah


entity_id: manuel-bento


entity_id: simon-gallagher


excerpt: 6th largest stock exchange globally; market cap ~$6.2 trillion USD; 2,673 listed companies


entity_id: bonnie-y-chan


entity_id: carlson-tong


entity_id: singapore-exchange-limited-sgx

excerpt: Southeast Asian exchange; exploring partnerships with HKEX, Nasdaq; developing global listing board


entity_id: loh-boon-chye


entity_id: japan-exchange-group-inc

excerpt: Operator of Tokyo Stock Exchange and Osaka Exchange; promoting stable FX for global capital attraction


entity_id: hiromi-yamaji


entity_id: tokyo-stock-exchange

excerpt: Primary securities exchange of Japan; major global equity market


entity_id: shanghai-stock-exchange-sse

excerpt: World's 3rd largest stock market by market cap; over $10.21 trillion as of May 2026; non-profit organization under China Securities Regulatory Commission


entity_id: cme-group-inc

excerpt: Global derivatives exchange; operates futures and options on CME, CBOT, NYMEX, COMEX


entity_id: terry-duffy


entity_id: lynne-fitzpatrick


entity_id: miami-international-holdings-inc-miax

excerpt: Leading U.S. options exchange operator; operates four U.S. options exchanges; derivatives market technology leader


entity_id: thomas-p-gallagher


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excerpt: Member-backed U.S. equities and options exchange; founded 2019; competes on cost efficiency and market structure reform


entity_id: jonathan-kellner


entity_id: iex-group-inc

excerpt: Securities exchange and technology provider; known for speed bump innovation; registered exchange since 2016


entity_id: brad-katsuyama


entity_id: ronan-ryan


entity_id: bryan-harkins


entity_id: securities-and-exchange-commission


entity_id: paul-atkins


entity_id: mark-uyeda


entity_id: hester-peirce


entity_id: commodity-futures-trading-commission


entity_id: michael-selig


entity_id: finra


entity_id: scott-curtis


entity_id: robert-cook


entity_id: rostin-behnam


entity_id: tim-carter


entity_id: dan-gallagher


entity_id: heather-traeger


entity_id: fabiola-arredondo


entity_id: maureen-jensen


entity_id: financial-conduct-authority


entity_id: ashley-alder


entity_id: nikhil-rathi


entity_id: john-ball


entity_id: sam-woods


entity_id: verena-ross


entity_id: marie-anne-barbat-layani


entity_id: christopher-p-buttigieg


entity_id: armi-taipale


entity_id: thorsten-p-tzsch


entity_id: carlo-comporti


entity_id: natasha-cazenave


entity_id: monetary-authority-of-singapore


entity_id: chia-der-jiun


entity_id: gan-kim-yong


entity_id: securities-and-futures-commission


entity_id: wong-tin-yau-kelvin


entity_id: julia-leung


entity_id: lisa-chen-ping


entity_id: christina-choi-fung-yee


entity_id: michael-duignan


entity_id: rico-leung-chung-yin


entity_id: elisa-ng-ka-li


entity_id: eric-yip-chee-hang


entity_id: paul-yeung-kwok-leung


entity_id: hong-kong-monetary-authority


entity_id: eddie-yue


entity_id: financial-services-agency


entity_id: ito-yutaka


entity_id: katayama-satsuki


entity_id: toshiyuki-miyoshi


entity_id: mark-branson


entity_id: nikolas-speer


entity_id: sarah-court


entity_id: scott-gregson


entity_id: ontario-securities-commission


entity_id: grant-vingoe


entity_id: central-bank-of-russia


entity_id: elvira-nabiullina


entity_id: european-central-bank


entity_id: christine-lagarde


entity_id: boris-vuj-i


entity_id: piero-cipollone


entity_id: frank-elderson


entity_id: philip-r-lane


entity_id: isabel-schnabel


entity_id: bank-of-england


entity_id: andrew-bailey


entity_id: katharine-braddick


entity_id: prudential-regulation-authority


excerpt: Chair of SEC


excerpt: Commissioner


excerpt: CFTC Chairman


excerpt: Board Chair


excerpt: CEO


excerpt: Board Governor


excerpt: Public Governor


excerpt: Chair


excerpt: Chief Executive


excerpt: Senior Independent Director


excerpt: Non-Executive Board Member


excerpt: Chair (outgoing)


excerpt: Management Board Member


excerpt: Executive Director


excerpt: Managing Director


excerpt: Board Chairman


excerpt: Chairman


excerpt: Chief Executive Officer


excerpt: Executive Director, Legal Services


excerpt: Executive Director, Corporate Finance


excerpt: Executive Director, Enforcement


excerpt: Executive Director, Supervision of Markets


excerpt: Executive Director, Investment Products


excerpt: Executive Director, Intermediaries


excerpt: Commission Secretary and Chief Governance Officer


excerpt: Chief Executive


excerpt: Commissioner


excerpt: Minister of State for Financial Services


excerpt: Vice Commissioner for International Affairs


excerpt: President


excerpt: Chief Executive Director


excerpt: Chief Executive Director of Banking Supervision


excerpt: Chair


excerpt: CEO


excerpt: Chief Executive Officer


excerpt: Governor


excerpt: Vice-President


excerpt: Executive Board Member


excerpt: Deputy Governor for Prudential Regulation


excerpt: Chief Executive / Deputy Governor


entity_id: moody-s-corporation

excerpt: US-based global ratings and analytics firm; founded 1909


entity_id: moody-s-analytics

excerpt: Analytics and research division of Moody's Corporation; $3.6B division


entity_id: s-p-global

excerpt: Diversified provider of ratings, analytics, and data to capital markets


entity_id: s-p-global-ratings

excerpt: Ratings subsidiary of S&P Global Inc.


entity_id: s-p-global-market-intelligence

excerpt: Data and analytics division of S&P Global


entity_id: fitch-ratings

excerpt: One of the Big Three rating agencies; subsidiary of Fitch Group


entity_id: fitch-group

excerpt: Parent holding company; owned by Hearst Communications


entity_id: kbra

excerpt: Independent credit rating agency specializing in structured finance and corporate ratings


entity_id: kroll

excerpt: Kroll Inc.; parent company of KBRA


entity_id: morningstar-inc

excerpt: Global provider of investment research, ratings, and data


entity_id: morningstar-dbrs

excerpt: Credit ratings subsidiary; acquired DBRS in July 2019


entity_id: egan-jones-ratings

excerpt: Founded 1995; independent NRSRO focusing on corporate and government securities


entity_id: am-best

excerpt: Leading ratings agency for insurance industry; founded 1906


entity_id: scope-ratings

excerpt: European ECAI; part of Scope Group; founded in Berlin


entity_id: scope-group

excerpt: Berlin-based parent company of Scope Ratings


entity_id: china-chengxin-international

excerpt: CCXI; founded 1992; China's leading credit rating agency; Beijing-based


entity_id: japan-credit-rating-agency

excerpt: JCR; Japanese NRSRO; established 1985; covers 60%+ of Japanese publicly rated issuers


entity_id: rating-and-investment-information

excerpt: R&I; Japan's largest credit rating agency; established 1975


entity_id: rob-fauber

excerpt: Lead executive overseeing all Moody's divisions including Moody's Analytics


entity_id: christina-kosmowski

excerpt: Appointed June 2026; from LogicMonitor; prior CCO at Slack, Salesforce founding member


entity_id: martina-cheung

excerpt: Lead executive of S&P Global; oversees all divisions including Ratings and Market Intelligence


entity_id: saugata-saha

excerpt: Departing July 30, 2026; transitioned data operations to CTO Firdaus Bhathena


entity_id: firdaus-bhathena

excerpt: Now oversees Enterprise Data Organization following Saha's departure


entity_id: mark-grant

excerpt: S&P Global executive; listed on market intelligence leadership transition


entity_id: christina-twomey

excerpt: S&P Global executive communications leadership


entity_id: paul-taylor

excerpt: Head of Fitch Group Inc.; parent company of Fitch Ratings


entity_id: ian-linnell

excerpt: President of Fitch Ratings subsidiary under Fitch Group


entity_id: karen-skinner

excerpt: COO overseeing operations


entity_id: richard-hunter

excerpt: Senior risk and credit leadership


entity_id: jim-nadler

excerpt: Co-founder and lead executive of Kroll Bond Rating Agency; instrumental in Fitch structured finance


entity_id: jules-kroll

excerpt: Founder of Kroll Inc.; founder of KBRA


entity_id: eric-thompson

excerpt: COO overseeing KBRA operations


entity_id: dev-parekh

excerpt: CFO managing KBRA finances


entity_id: william-cox

excerpt: Lead rating officer for KBRA


entity_id: kate-kennedy

excerpt: Oversees Investor Relations and KBRA Analytics


entity_id: ira-powell

excerpt: Joined 2015; previously 15 years at Goldman Sachs


entity_id: angela-liang

excerpt: Legal leadership


entity_id: bill-wright

excerpt: CTO overseeing technology infrastructure


entity_id: lenny-giltman

excerpt: Lead credit officer


entity_id: van-hesser

excerpt: Market strategy leadership


entity_id: dana-bunting

excerpt: Business development leadership


entity_id: jackie-lau

excerpt: HR leadership


entity_id: patrick-welch

excerpt: Senior leadership providing strategic direction


entity_id: kunal-kapoor

excerpt: CEO since 2017; joined Morningstar 1997; oversees all divisions including DBRS


entity_id: detlef-scholz

excerpt: Since August 2019; 25+ years in credit ratings; prior managing director Europe at DBRS


entity_id: sean-egan

excerpt: Founded 1992 as Red Flag Research; renamed Egan-Jones after hiring Bruce Jones from Moody's; first rating issued December 1995


entity_id: bruce-jones

excerpt: Hired from Moody's as analyst; partner with Sean Egan


entity_id: dominick-mosher

excerpt: 30 years at AM Best; now on AM Specialty board; shaped BCAR rating model


entity_id: florian-schoeller

excerpt: Founder and lead executive of Scope Group and Scope Ratings


entity_id: vincent-georgel-o-reilly

excerpt: Co-lead with Jolivet since February 1, 2026; Chief Market Officer since 2024; 20+ years financial services including State Street


entity_id: guillaume-jolivet

excerpt: Co-lead with Georgel-O'Reilly; led Scope for 10+ years


entity_id: matthias-b-hm

excerpt: Left management board after 4+ years; replaced by dual leadership model


entity_id: natalia-bourin

excerpt: Long-serving manager at Scope


entity_id: vincent-wald

excerpt: Long-serving manager overseeing rating operations


entity_id: mao-zhenhua

excerpt: Founded CCXI in Beijing October 8, 1992


entity_id: yan-yan

excerpt: Long-serving president transitioned to chairman in 2023


entity_id: shao-jinhong

excerpt: EVP of CCXI; CEO of Asia Pacific subsidiary (CCXAP)


entity_id: shokichi-takagi

excerpt: Lead executive of JCR; representative of company


entity_id: toru-yoshida

excerpt: Lead executive of R&I; Japan's largest credit rating agency


excerpt: Moody's Analytics is the $3.6B analytics division of Moody's Corporation


excerpt: Ratings subsidiary of S&P Global Inc.


excerpt: Analytics and data division of S&P Global Inc.


excerpt: Fitch Ratings is subsidiary of Fitch Group, owned by Hearst Communications


entity_id: jules-kroll--founded--kroll


excerpt: KBRA is a subsidiary/division of Kroll Inc.


excerpt: DBRS Morningstar is credit ratings division of Morningstar; acquired July 2019


excerpt: Hired from Moody's; co-founder with Sean Egan


entity_id: florian-schoeller--founded--scope-group


excerpt: Scope Ratings is part of Scope Group


excerpt: Transitioned from president to chairman in 2023


entity_id: bny-mellon

excerpt: AUC: $46.6 trillion | Global Custodian of the Year 2024-2025 | Big Four custodian | Source: BNY.com, Global Custodian Awards 2024


entity_id: state-street-corporation

excerpt: Global Custodian | $580B+ AUC from Mizuho acquisition (Oct 2025) | Charles River Development ownership | Source: StateStreet.com, Risk.net


entity_id: jpmorgan-chase-securities-services

excerpt: $35+ trillion AUC (end 2024) | Big Four custodian | Record $5.1B revenue (Securities Services) | Source: JPMorgan.com


entity_id: citigroup-securities-services

excerpt: $5 trillion AUA | 50-country network | Launching crypto custody 2026 | Big Four custodian | Source: Citi.com


entity_id: hsbc-securities-services

excerpt: Global securities services provider | Custody, fund administration, issuer services | Source: HSBC Business


excerpt: Global FSS platform | Presence in emerging markets, Asia-Pacific | Source: StandardChartered.com


entity_id: brown-brothers-harriman

excerpt: $3.3 trillion AUC | $1.2 trillion AUA | Investor services, wealth management, custody | Source: BBH.com


entity_id: bnp-paribas-securities-services

excerpt: Global securities services provider | Part of BNP Paribas CIB | Institutional custody, fund administration | Source: BNPParibas.com


entity_id: northern-trust-asset-servicing

excerpt: Global asset servicing provider | Serves asset owners and asset managers | Leadership restructure June 2026 | Source: NorthernTrust.com


entity_id: rbc-investor-services

excerpt: C$3.1 trillion AUA (Q2 2026) | Canadian leader | Growing global presence | Source: RBC.com


entity_id: robin-vince

excerpt: BNY Mellon | Appointed Chair effective Sept 1, 2026 | Former Goldman Sachs (26 years, Treasurer & CRO) | Joined BNY as Vice Chair Oct 2020 | Source: BNY.com, Banking Dive


entity_id: ron-o-hanley

excerpt: State Street Corporation | Leading State Street through custody expansion and Charles River integration | Source: StateStreet.com, SEC Filings


entity_id: hannah-elson

excerpt: JPMorgan Securities Services | Nearly 30-year JPMorgan employee | Inducted into Global Custodian Hall of Fame | Grew AUC 14% to $35T+ | Source: JPMorgan.com


entity_id: tim-fitzgerald

excerpt: JPMorgan Securities Services | Central role in business transformation | Honored 2024 Leaders in Custody awards | Source: JPMorgan.com


entity_id: matt-daly

excerpt: State Street Company | EVP State Street | Former CRO Charles River | Oversees sales, marketing, delivery, operations | Source: StateStreet.com


entity_id: biswarup-chatterjee

excerpt: Citigroup | Leading crypto custody initiative for 2026 launch | Overseeing custody solution development | Source: Decrypt, CNBC/PYMNTS


entity_id: fiona-horsewill

excerpt: HSBC | Oversees custody, fund administration, issuer services globally | Source: HSBC Business


entity_id: margaret-harwood-jones

excerpt: Standard Chartered | 30+ years securities services (BNP Paribas, HSBC) | Chair Standard Chartered Bank Luxembourg | Supervisory Board member SC Bank AG | Source: StandardChartered.com


entity_id: michelle-swanepoel

excerpt: Standard Chartered | Appointed eff. July 1, 2026 | Based Dubai | Regional Head Securities Services Africa (May 2019), Head Markets South Africa (Sept 2024) | Source: StandardChartered.com


entity_id: ying-ying-tan

excerpt: Standard Chartered | Strategic product leadership for FSS | Source: StandardChartered.com


entity_id: claudine-gallagher

excerpt: BNP Paribas | Appointed eff. Jan 1, 2026 | Former Head Americas Securities Services | CCCO CIB Americas | HR background (talent, diversity, leadership development) | Source: BNPParibas.com


entity_id: patrick-colle

excerpt: BNP Paribas | Also Chairman Financial Institutions Coverage (FIC) | CEO Securities Services & Chairman FIC (Oct 2022-present) | General Manager BNP Paribas Securities Services (May 2010+) | Source: BNPParibas.com


entity_id: peter-herrlin

excerpt: BNP Paribas Securities Services | Appointed 2026 | Northern Trust veteran | Source: TradingView/Reuters


entity_id: claire-johnson

excerpt: RBC Investor Services | Appointed Oct 2023 | Former President & CEO TSX Trust | Scaled RBC IS to C$3.1T AUA (15% YoY growth Q2 2026) | Integrated AST Investor Services | Source: RBC.com


entity_id: neil-mclaughlin

excerpt: Royal Bank of Canada | Global oversight RBC wealth management businesses including RBC Investor Services | Source: RBC.com


entity_id: nick-gilbert

excerpt: Northern Trust | Appointed eff. June 1, 2026 | 20+ years ops, strategy, transformation | Former Global Fund Services (GFS) head EMEA | Expanded role: asset owners + asset managers | Source: NorthernTrust.com


entity_id: ian-hamilton

excerpt: Northern Trust | Appointed eff. June 1, 2026 | ~10 years at NT servicing asset owners | Former Asset Owners Europe lead | Source: NorthernTrust.com


entity_id: kimberly-evans

excerpt: Northern Trust | Appointed eff. June 1, 2026 | Integrating full NT capabilities for sophisticated client/prospect/vendor relationships globally | Source: NorthernTrust.com


entity_id: jessica-donohue

excerpt: Northern Trust | Appointed eff. June 1, 2026 | Reports to Clive Bellows, co-president NT Asset Servicing | Source: NorthernTrust.com


entity_id: clive-bellows

excerpt: Northern Trust | Oversees Asset Servicing business units and leadership restructure (June 2026) | Source: NorthernTrust.com


entity_id: catherine-m-keating

excerpt: BNY Mellon | Oversees major division serving investors and wealth clients | Source: BNY.com


entity_id: jennifer-barker

excerpt: BNY Mellon | Leads treasury and banking services division | Source: BNY.com


entity_id: james-t-crowley

excerpt: BNY Mellon | Senior leadership role overseeing strategic initiatives | Source: BNY.com


entity_id: alejandro-perez

excerpt: BNY Mellon | Operations and organizational leadership | Source: BNY.com


entity_id: dermot-mcdonogh

excerpt: BNY Mellon | Financial leadership | Source: BNY.com


entity_id: kevin-mccarthy

excerpt: BNY Mellon | Legal and compliance leadership | Source: BNY.com


entity_id: michael-keslar

excerpt: BNY Mellon | Technology and engineering leadership | Source: BNY.com


entity_id: cathinka-wahlstrom

excerpt: BNY Mellon | Commercial and business development leadership | Source: BNY.com


entity_id: gayatri-krishnan

excerpt: BNY Mellon | Operations leadership for major business units and technology platforms | Source: BNY.com


entity_id: troy-rohrbaugh

excerpt: JPMorgan | Corporate & Investment Banking co-leadership | Spoke on Securities Services strategy at Investor Day | Source: JPMorgan.com


excerpt: CEO & Chair (eff. Sept 1, 2026) | 26-year Goldman Sachs tenure before joining BNY Oct 2020 as Vice Chair


excerpt: Chairman, CEO & President | Leading State Street custody growth and Charles River integration 2026


excerpt: President & Head | State Street Company | EVP State Street


excerpt: Executive Vice President | Leads Charles River Development (State Street owned)


excerpt: CIB Co-CEO | Strategic leadership for Securities Services division


excerpt: Global Head of Partnerships & Innovation, Services Division | Leading crypto custody 2026 launch


excerpt: Global Head of Securities Services | Oversees custody, fund administration, issuer services


excerpt: Global Head, FSS | 30+ years securities services background | Chair SC Bank Luxembourg


excerpt: Head FSS Middle East & Africa (eff. July 1, 2026) | Based Dubai | Regional progression from SSS Africa to Markets South Africa head


excerpt: Global Head, Product Management FSS | Strategic product leadership


excerpt: Global Head of Securities Services (eff. Jan 1, 2026) | Former HR background, Americas FSS head


excerpt: Executive Chairman | CEO Securities Services (Oct 2022+) | General Manager since May 2010


excerpt: Global Head of Hedge Fund Services (2026) | Northern Trust background


excerpt: Chief Executive Officer (Oct 2023+) | Scaled to C$3.1T AUA (15% YoY Q2 2026) | Former TSX Trust CEO


excerpt: Group Head RBC Wealth Management | Strategic oversight RBC IS and wealth businesses


excerpt: Head of Asset Servicing EMEA (newly expanded, eff. June 1, 2026) | 20+ years ops/strategy | From GFS EMEA


excerpt: Head of Asset Owners EMEA (expanded, eff. June 1, 2026) | ~10 years NT | From Asset Owners Europe


excerpt: Head of Enterprise Strategic Relationships (new role, eff. June 1, 2026) | Global client/vendor relationships


excerpt: Head of Asset Servicing Americas (eff. June 1, 2026) | Reports to Clive Bellows


excerpt: Co-President Asset Servicing | Oversees business unit leaders and 2026 restructure


excerpt: CEO Investor Solutions & Wealth Management | Major division leadership


excerpt: CEO Treasury Services | Custody-adjacent services leadership


excerpt: Executive Vice Chair | Strategic senior leadership


excerpt: CAO & Interim Chief People Officer | Operations and organizational leadership


excerpt: Chief Financial Officer | Financial stewardship of $46.6T AUC business


excerpt: Senior EVP, General Counsel | Legal and regulatory leadership


excerpt: Interim CIO & Global Head Engineering | Technology infrastructure for global custody


excerpt: Chief Commercial Officer | Commercial strategy and business development


excerpt: COO Pershing/Wealth/Investment Management Technology | Operations of major custody-serving platforms


excerpt: State Street acquired Charles River Development | Matt Daly leads as President & Head


excerpt: Part of JPMorgan Chase corporate structure | $35T+ AUC | Big Four custodian


excerpt: Part of BNP Paribas CIB | Global securities services provider


excerpt: Part of Northern Trust Corporation | Global asset servicing platform


excerpt: Part of HSBC Holdings | Global custody and securities services provider


excerpt: Part of Citigroup ICG | Global securities services with crypto custody launch 2026


entity_id: institutional-investor

excerpt: Leading publication for institutional investors and money managers


entity_id: julie-segal

excerpt: Award-winning reporter on finance and asset management


entity_id: james-comtois

excerpt: Senior editorial staff at Institutional Investor


entity_id: john-crabb


entity_id: michelle-celarier

excerpt: Contributing staff at Institutional Investor


entity_id: pensions-investments

excerpt: The International Newspaper of Money Management, serves institutional investors for 50+ years


entity_id: jennifer-ablan

excerpt: Responsible for platform expansion and audience growth


entity_id: bloomberg-news

excerpt: Leading global financial news and data provider


entity_id: john-micklethwait

excerpt: Leadership of Bloomberg's editorial operations


entity_id: joe-weisenthal

excerpt: Oversees Bloomberg.com's markets and finance coverage


entity_id: sonali-basak

excerpt: Moves from Bloomberg to iCapital in August 2025; continues hosting Bloomberg Bullish


entity_id: jonathan-browning

excerpt: Senior reporter and deputy London bureau chief


entity_id: financial-times

excerpt: Major international financial journalism outlet, established 1888


entity_id: brooke-masters

excerpt: Oversees editorial operations in US and Americas from New York bureau


entity_id: patrick-foulis

excerpt: Recent appointment to FT editorial board


entity_id: wall-street-journal

excerpt: Leading US business newspaper, owned by News Corp/Dow Jones


entity_id: paul-gigot

excerpt: Leads editorial voice and opinion section


entity_id: daniel-henninger

excerpt: Senior editorial leadership


entity_id: kimberley-strassel

excerpt: Contributing to editorial perspective on markets and policy


entity_id: chief-investment-officer-magazine

excerpt: Magazine for world's largest asset owners; formerly aiCIO; owned by Strategic Insight


entity_id: amy-resnick


entity_id: elizabeth-pfeuti

excerpt: Regional editorial leadership for Europe


entity_id: barron-s

excerpt: Dow Jones subsidiary; weekly investment magazine founded 1921


entity_id: ben-levisohn

excerpt: Veteran financial editor with market experience; creator of successful initiatives


entity_id: j-j-thompson

excerpt: Part of editorial team


entity_id: janet-h-cho


entity_id: lauren-r-rublin


entity_id: michael-j-burlingham


entity_id: paul-r-la-monica


entity_id: hedgeweek

excerpt: Leading hedge fund industry publication; runs major summits and awards


entity_id: manas

excerpt: Financial journalist specializing in hedge funds and credit


entity_id: refinitiv

excerpt: Formerly Financial & Risk business of Thomson Reuters; serves 40,000+ institutions in 190+ countries


entity_id: thomson-reuters

excerpt: Parent of Refinitiv; operates across finance, legal, and media


entity_id: steve-assie

excerpt: Leadership in enterprise customer segment


entity_id: erin-brown

excerpt: Leadership in finance business segment


entity_id: marketwatch

excerpt: Dow Jones/News Corp subsidiary; founded 1997


entity_id: seeking-alpha

excerpt: Platform for equity research analysts and financial writers


excerpt: Editor since early publication history; nearly 30 years tenure


excerpt: Senior Writer on editorial staff


excerpt: Writer at Large


excerpt: Editor-in-Chief and Chief Content Officer since April 2022


excerpt: U.S. Assistant Managing Editor prior to P&I role


excerpt: Earlier career role in investment journalism


excerpt: Editor-in-Chief overseeing all editorial operations


excerpt: Managing Editor responsible for markets coverage


excerpt: Lead Wall Street Correspondent and TV anchor; departed 2025


excerpt: Chief Investment Strategist since August 2025


excerpt: Managing Editor EMEA Deals; appointed May 2026


excerpt: US Managing Editor since March 2025; oversees US and Americas editorial


excerpt: Contributing Editor; recent appointment 2026


excerpt: Editorial Page Editor; Pulitzer Prize winner


excerpt: Deputy Editor of Editorial Page


excerpt: Editorial Board Member


excerpt: Executive Editor


excerpt: European Editor


excerpt: Editor-in-Chief as of 2026; 12+ years at publication


excerpt: Editorial staff member


excerpt: Head of Research; financial journalist covering alternatives


excerpt: Earlier coverage of credit markets


excerpt: Senior leadership in enterprise law firm segment


excerpt: Senior leadership in corporate finance segment


excerpt: Financial & Risk business formerly part of Thomson Reuters


entity_id: y-combinator

excerpt: Early-stage startup accelerator founded 1996; funds ~1,000 companies/year


entity_id: garry-tan

excerpt: YC President & CEO since Jan 2023; co-founder Initialized Capital; former Palantir


entity_id: harj-taggar

excerpt: YC GP; founded Triplebyte (acq. Karat), Auctomatic (acq. Live Current Media); Oxford


entity_id: jared-friedman

excerpt: YC MD/GP; co-founder Scribd (top 100 web); Harvard CS dropout


entity_id: aaron-epstein

excerpt: YC GP; co-founder Creative Market ($100M+ creator sales)


entity_id: diana-hu

excerpt: YC GP; co-founder Escher Reality (acq. Niantic); Pokemon GO AR tech


entity_id: gustaf-alstr-mer

excerpt: YC GP; Airbnb growth lead 4.5yr; co-founder Heysan; Voxer head growth


entity_id: nicolas-dessaigne

excerpt: YC GP; co-founder Algolia search API; PhD Computer Science


entity_id: tom-blomfield

excerpt: YC GP; co-founder Monzo, GoCardless; OBE 2019


entity_id: brad-flora

excerpt: YC GP; co-founder Perfect Audience (acq. Marin Software); angel investor


entity_id: pete-koomen

excerpt: YC GP; co-founder Optimizely ($100M+ ARR); UIUC Master's CS


entity_id: ankit-gupta

excerpt: YC GP; co-founder Reverie Labs (acq. Ginkgo Bioworks); deep learning researcher


entity_id: tyler-bosmeny

excerpt: YC GP; co-founder/CEO Clever (acq. $500M); 60% US students using platform


entity_id: david-lieb

excerpt: YC GP; co-founder Bump, Google Photos; 150M+ users


entity_id: andrew-miklas

excerpt: YC GP; co-founder/CTO PagerDuty (NYSE:PD); Fortune 500 users


entity_id: harshita-arora

excerpt: YC GP; co-founder AtoB fintech ($800M valuation); immigrant founder story


entity_id: jon-xu

excerpt: YC GP; co-founder/CTO FutureAdvisor (acq. BlackRock); MIT EECS


entity_id: techstars

excerpt: Global accelerator network; 50+ cities; $220K for 8% equity; 3,900+ portfolio companies


entity_id: david-cohen

excerpt: Techstars co-founder (2006); returned as CEO May 2024; invested in Uber, Twilio, SendGrid


entity_id: brad-feld

excerpt: Techstars co-founder (2006)


entity_id: jared-polis

excerpt: Techstars co-founder (2006); Colorado Governor


entity_id: david-brown


excerpt: 500 Startups rebranded; $150K for 6% equity; 80+ countries; 2,800+ portfolio companies; $2.4B AUM


entity_id: dave-mcclure

excerpt: 500 Global co-founder (2010); early-stage venture pioneer


entity_id: christine-tsai

excerpt: 500 Global CEO/co-founder; transformed from niche accelerator to multi-stage global VC


entity_id: kai-roh

excerpt: 500 Global leadership


entity_id: courtney-powell

excerpt: 500 Global COO (appointed July 2019)


entity_id: antler

excerpt: Founded 2017 Singapore; 30+ cities; 1,500+ investments; $510M funds announced Jan 2026


entity_id: magnus-grimeland

excerpt: Antler founder and CEO


entity_id: bob-rosin

excerpt: Antler Partner, San Francisco


entity_id: winnie-khoo

excerpt: Antler Partner, Singapore


entity_id: marcelo-ciampolini

excerpt: Antler Partner, Sao Paulo


entity_id: sandeep-casi

excerpt: Antler Partner, Japan


entity_id: naman-budhdeo

excerpt: Antler Partner, Canada


entity_id: adam-french

excerpt: Antler Partner, London


entity_id: lisa-potocsnak


entity_id: agung-bezharie-hadinegoro

excerpt: Antler Partner, Jakarta


entity_id: antti-tormanen

excerpt: Antler Partner, Helsinki


entity_id: jussi-kallasvuo


entity_id: jeff-becker

excerpt: Antler Partner, New York City


entity_id: plug-and-play

excerpt: Zero-equity accelerator; 550+ corporate partners; 2,379 portfolio companies; 38 unicorns; Fortune 500 access


entity_id: entrepreneur-first

excerpt: Talent-investor model; 19 countries; 641+ startups; $16B collective portfolio valuation; $200M raised March 2026


entity_id: speedinvest

excerpt: European VC; EUR1.2B AUM; pre-seed to growth; EMEA offices; Africa/Middle East fund 2026


entity_id: eqt-ventures

excerpt: European venture capital firm


entity_id: masschallenge

excerpt: Nonprofit zero-equity accelerator; Boston-based; 4,000+ companies supported; $9B+ raised by portfolio


entity_id: john-harthorne

excerpt: MassChallenge co-founder (2009); ex-Bain strategy consultant


entity_id: akhil-nigam


entity_id: cait-brumme

excerpt: MassChallenge CEO (2026)


entity_id: chris-houlihan

excerpt: MassChallenge CGO


entity_id: gaurav-manchanda

excerpt: MassChallenge CPO


entity_id: lisa-mclaughlin

excerpt: MassChallenge COO


entity_id: robby-bitting

excerpt: MassChallenge Chief of Staff


entity_id: jimmy-fountain

excerpt: MassChallenge Head of Technology


entity_id: alchemist-accelerator

excerpt: Silicon Valley B2B/enterprise accelerator; $25K seed; 80+ exits; 6 unicorns; $5B+ raised


entity_id: ravi-belani

excerpt: Alchemist founder; Fenwick & West lecturer Stanford


entity_id: ian-bergman

excerpt: Alchemist CEO; ex-Microsoft for Startups Global MD; 20+ years tech


entity_id: paula-heddle

excerpt: Alchemist COO; ex-Microsoft; senior consulting roles


entity_id: laurent-rains

excerpt: Alchemist MD; enterprise sales & customer validation coaching


entity_id: mark-sullivan

excerpt: Alchemist VP; AI & enterprise software strategy


entity_id: danielle-vivo

excerpt: Alchemist program director


entity_id: boomtown

excerpt: Boulder-based accelerator; 12-week program; hardware/healthtech/AI; $35K seed + $1.7M partner perks


entity_id: stanford-startx

excerpt: Stanford nonprofit; zero-equity; $1M+ resources; mentorship; Silicon Valley investor access; Opening The Link hub 2027


entity_id: cameron-teitelman

excerpt: StartX founder/CEO


entity_id: aaron-zarraga

excerpt: StartX board


entity_id: tony-lai


entity_id: siddhartha-singh


entity_id: ivan-dimov


entity_id: anne-caillat

excerpt: StartX VP Programs


entity_id: darsh-mann

excerpt: StartX Head of BD


entity_id: sound-ventures

excerpt: LA-based VC founded 2015; $22.3M avg seed investment; 30+ seed investments


entity_id: ashton-kutcher

excerpt: Sound Ventures co-founder; actor/entrepreneur


entity_id: first-round-capital

excerpt: Founded 2004; seed-focused; early-stage pioneers; $2.4B+ under management


entity_id: josh-kopelman

excerpt: First Round Capital founder (2004)


entity_id: howard-morgan


entity_id: founder-institute

excerpt: Pre-seed accelerator; 250+ cities; 7,000+ portfolio companies; AI-native company builder


entity_id: adeo-ressi

excerpt: Founder Institute founder (2009); CEO Decile Group


entity_id: jonathan-greechan

excerpt: Founder Institute co-founder (2009)


entity_id: atomic

excerpt: Miami/SF venture studio founded 2012; consumer-tech focus; companies: Hims, Bungalow, OpenStore; $320M 4th fund


entity_id: jack-abraham

excerpt: Atomic founder/CEO; launched 2 of 10 fastest-growing SV startups; serial entrepreneur


entity_id: steph-mui

excerpt: Atomic co-founder


entity_id: chester-ng

excerpt: Atomic GP


entity_id: nat-disston

excerpt: Atomic partner


entity_id: justin-rubbo

excerpt: Atomic CFO/OP


entity_id: atticus-honore

excerpt: Atomic CLO/OP


entity_id: phillip-liu

excerpt: Atomic healthcare focus


entity_id: sharon-winter

excerpt: Atomic principal


entity_id: riley-donelson

excerpt: Atomic design lead


entity_id: luke-sophinos

excerpt: Atomic OP


entity_id: pioneer-square-labs

excerpt: Seattle-based startup studio & VC fund founded 2015; $105.7M annual revenue; AI/deep tech focus


entity_id: ben-gilbert

excerpt: PSL co-founder; Madrona Venture Labs co-founder; 2026 annual revenue $105.7M


entity_id: geoff-entress

excerpt: PSL co-founder; ex-Voyager Capital venture partner


entity_id: greg-gottesman

excerpt: PSL co-founder; ex-Madrona Venture Group venture partner


entity_id: mike-galgon

excerpt: PSL co-founder; ex-aQuantive co-founder


entity_id: julie-sandler

excerpt: PSL VP


entity_id: vivek-ladsariya

excerpt: PSL MD


entity_id: t-a-mccann


entity_id: palvi-mehta

excerpt: PSL OP/CFO


entity_id: david-zager

excerpt: PSL partner/CDO


entity_id: ali-farhadi

excerpt: PSL advisor; CEO Allen Institute for AI (AI2)


entity_id: expa

excerpt: Startup studio founded 2013 by Garrett Camp; SF-based; 20+ companies created; $350M raised


entity_id: garrett-camp

excerpt: Expa founder; ex-Uber, StumbleUpon, Eco founder; hands-on studio model


entity_id: roberto-sanabria

excerpt: Expa founding partner


entity_id: vitor-louren-o


entity_id: milun-tesovic

excerpt: Expa partner


entity_id: sofia-linden

excerpt: Expa operations


entity_id: jen-sartor

excerpt: Expa people lead


entity_id: naveen-selvadurai

excerpt: Expa VP


entity_id: hooman-radfar


entity_id: fabio-giolito

excerpt: Expa design lead


entity_id: rakshit-majithiya

excerpt: Expa engineering lead


entity_id: hexa

excerpt: eFounders rebranded 2022; Brussels/Paris-based SaaS studio founded 2011; 30+ companies; $5B+ portfolio value; 3 unicorns


entity_id: thibaud-elzi-re

excerpt: Hexa/eFounders co-founder (2011); SaaS studio lead


entity_id: quentin-nickmans

excerpt: Hexa/eFounders co-founder (2011); Belgian


entity_id: amaury-sepulchre

excerpt: Hexa/eFounders co-founder; founder of vertical studio


entity_id: camille-tyan

excerpt: Logic Founders fintech studio founder (Hexa vertical)


entity_id: florent-quinti

excerpt: 3founders web3 studio founder (Hexa vertical)


entity_id: high-alpha

excerpt: Indianapolis-based B2B SaaS venture studio & VC fund; pioneered venture studio model (2015); portfolio: Lessonly, MetaCX, Mandolin


entity_id: scott-dorsey

excerpt: High Alpha co-founder/Managing Partner


entity_id: erik-tobias

excerpt: High Alpha co-founder


entity_id: mike-fitzgerald


entity_id: kristian-andersen


entity_id: berkeley-skydeck

excerpt: UC Berkeley accelerator; Sutardja Center for Entrepreneurship & Technology; deep tech & AI focus


entity_id: harvard-ilab

excerpt: Harvard innovation lab; HBS/engineering integration; tech entrepreneurship focus


entity_id: alloy-partners

excerpt: Remote-first venture studio; SaaS & developer tools focus; founded 2024+


entity_id: elliott-parker

excerpt: Alloy Partners founder


entity_id: paragraph-venture-studio

excerpt: Venture studio for SaaS/developer tools


entity_id: brad-wisler

excerpt: Paragraph Venture Studio founding partner; 2 exits CEO, 5 exits board director


entity_id: builders

excerpt: AI-first venture studio; creating enterprise AI companies


entity_id: michael-van-lier

excerpt: Builders founder/MD; 25+ years tech launches; AI enterprise focus


excerpt: President & CEO since Jan 2023; General Partner


excerpt: General Partner


excerpt: Managing Director & General Partner


excerpt: Founder & CEO; returned May 2024


excerpt: Co-Founder (2006)


excerpt: Co-Founder (2010)


excerpt: CEO & Founding Partner; leading 2026


excerpt: Leadership team


excerpt: Chief Operating Officer (appointed July 2019)


excerpt: Founder & CEO


excerpt: Partner, San Francisco


excerpt: Partner, Singapore


excerpt: Partner, Sao Paulo


excerpt: Partner, Japan


excerpt: Partner, Canada


excerpt: Partner, London


excerpt: Partner, Jakarta


excerpt: Partner, Helsinki


excerpt: Partner, New York City


excerpt: Co-Founder (2009)


excerpt: CEO


excerpt: Chief Growth Officer


excerpt: Chief Program Officer


excerpt: Chief Operating Officer


excerpt: Chief of Staff


excerpt: Head of Technology


excerpt: Founder & Chairman


excerpt: Chief Executive Officer


excerpt: Managing Director


excerpt: Venture Partner


excerpt: Director of Programs


excerpt: Founder, CEO & Head of Admissions


excerpt: Board Member


excerpt: VP Programs & Community


excerpt: Head of Business Development & Partnerships


excerpt: Co-Founder


excerpt: Founder (2004)


excerpt: Founder & Executive Chairman; CEO Decile Group


excerpt: Co-Founder (2009)


excerpt: Managing Partner & CEO; Founder


excerpt: General Partner


excerpt: Partner


excerpt: CFO, Operating Partner


excerpt: Chief Legal Officer, Operating Partner


excerpt: Principal, Head of Healthcare


excerpt: Principal


excerpt: VP, Design


excerpt: Operating Partner


excerpt: Co-Founder & Managing Director; Madrona Venture Labs founder


excerpt: Co-Founder & Managing Director


excerpt: Venture Partner


excerpt: Managing Director


excerpt: Operating Partner / CFO


excerpt: Partner / CDO


excerpt: Technical Advisory Board; CEO AI2


excerpt: Founder & CEO


excerpt: Founding Partner


excerpt: Operations Partner


excerpt: Head of People


excerpt: Principal Designer


excerpt: Principal Engineer


excerpt: Founder & Senior Partner; SaaS studio lead


excerpt: Co-Founder


excerpt: Co-Founder; founder of vertical studio


excerpt: Logic Founders founder (Hexa vertical)


excerpt: 3founders founder (Hexa vertical)


excerpt: Managing Partner & Co-Founder


excerpt: Founder


excerpt: Founder & Managing Director


entity_id: kirkland-ellis

excerpt: Top global PE advisor; #1 in LSEG PE rankings 2025; advised $274.2bn in PE-backed M&A


entity_id: simpson-thacher-bartlett

excerpt: #2 PE advisor globally 2025; expanding Asia practice with Singapore office 2026


entity_id: latham-watkins

excerpt: #3 PE advisor globally; largest US firm presence in London; $786.7bn in M&A deals 2025


entity_id: wachtell-lipton-rosen-katz

excerpt: $621.2bn M&A deals 2025; $12.152M per equity partner 2026; elite deal advisory


entity_id: sullivan-cromwell

excerpt: #1 M&A Financial Advisory Q1 2026; $2.507M revenue per lawyer; hedge fund and private equity expertise


entity_id: cravath-swaine-moore

excerpt: Major M&A practice; global corporate advisory; $2.255M revenue per lawyer 2026


entity_id: paul-weiss-rifkind-wharton-garrison

excerpt: New Magic Circle member 2026; PE sponsor advisory; M&A and capital markets practices


entity_id: cleary-gottlieb-steen-hamilton

excerpt: Advised $1.3+ trillion in M&A deals since 2020; 239 partners 2026; PE and sports investment practices


entity_id: debevoise-plimpton

excerpt: 40+ year PE market leader; advises 50%+ of world's largest PE firms; fund formation and lifecycle advisory


excerpt: Magic Circle merger completed May 2024; 3,400+ attorneys; 49 offices; $3.4bn revenue


entity_id: linklaters

excerpt: Magic Circle UK firm; PE and leveraged finance practices; US expansion drive 2026


entity_id: clifford-chance

excerpt: Magic Circle firm; 26 partner promotions 2026; funds and investment management practice


excerpt: Leading hedge fund specialist; fund formation and seeding expertise; recent merger integration


entity_id: ropes-gray

excerpt: Equity-only partner model; PE and corporate practice; antitrust and regulatory expertise


entity_id: erica-berthou

excerpt: Kirkland & Ellis; leading PE fundraising and fund formation expertise; 2026 industry voice


entity_id: emily-johnson

excerpt: Moved Wachtell to Latham & Watkins 2026; advised RTX separation, Diamondback/Endeavor merger, Hess/Chevron acquisition


entity_id: mark-stagliano

excerpt: Moved Wachtell to Latham & Watkins 2026; advised UTC/Raytheon $147bn, T-Mobile/Sprint $146bn mergers


entity_id: christopher-mclaughlin

excerpt: Joined Sullivan & Cromwell London Jan 2026; leads PE sponsor acquisition and leveraged finance practice


entity_id: alastair-mcveigh

excerpt: Joined Sullivan & Cromwell London Jan 2026; leads European private credit offering


entity_id: faiza-saeed

excerpt: Cravath, Swaine & Moore; M&A and corporate governance expertise


entity_id: mark-greene

excerpt: Cravath; complex M&A, investments, joint venture transactions


entity_id: robert-townsend

excerpt: Cravath; major transactions across multiple industries


entity_id: ting-s-chen

excerpt: Cravath; M&A, corporate governance, activism defense


entity_id: aaron-gruber

excerpt: Cravath; high-stakes M&A and governance; pharma and financial services focus


entity_id: maria-ricaurte

excerpt: Cravath; elected partner effective Jan 1, 2026


entity_id: patrick-s-taylor


entity_id: jeffrey-karpf

excerpt: Cleary Gottlieb; elected effective Jan 1, 2026; oversees 239 partners, 51 counsel


entity_id: matthew-p-schwartz

excerpt: Joined Cleary Gottlieb April 2026; PE sponsor and sovereign wealth fund advisor; sports investment focus; Law360 Rising Star


entity_id: matthew-p-salerno

excerpt: Cleary Gottlieb; PE transaction advisory


entity_id: timothy-saviola

excerpt: Cleary Gottlieb; promoted to partner Jan 1, 2026


entity_id: claire-schupmann


entity_id: joanna-roberts


entity_id: kevin-schmidt

excerpt: Debevoise & Plimpton; large M&A acquisitions and disposals for PE firms


entity_id: kevin-rinker

excerpt: Debevoise & Plimpton; multi-billion dollar buyouts; Clayton, Dubilier & Rice counsel


entity_id: rebecca-silberstein

excerpt: Debevoise & Plimpton; heads funds and investment management group


entity_id: lorna-bowen

excerpt: Debevoise & Plimpton; funds and investment management practice


entity_id: nick-appleton

excerpt: Moved Kirkland to Simpson Thacher London 2026; PE advisory expertise


entity_id: ian-ho

excerpt: Simpson Thacher; cross-border PE and M&A Asia-Pacific focus


entity_id: tony-king

excerpt: Simpson Thacher; relocated to Singapore from New York 2026; sponsor advisory


entity_id: theodore-heng

excerpt: Simpson Thacher; cross-border PE/M&A; real asset and infrastructure focus Asia-Pacific


entity_id: carolyn-wong

excerpt: Simpson Thacher; energy and infrastructure M&A advisory; global scope


entity_id: tony-liu

excerpt: Simpson Thacher Singapore; leads Funds Practice with Adam Furber


entity_id: adam-furber

excerpt: Simpson Thacher; collaborates with Tony Liu on Asia funds matters


entity_id: christine-bae

excerpt: Moved Kirkland to Simpson Thacher Feb 2026; restructuring expertise


entity_id: jacob-ruby

excerpt: Moved Kirkland to Simpson Thacher Feb 2026; restructuring and corporate restructuring


entity_id: david-nemecek

excerpt: Simpson Thacher; aligned with new Capital Structure Solutions Practice 2026


entity_id: alden-millard

excerpt: Simpson Thacher; firm leadership 2026


entity_id: william-savitt

excerpt: Wachtell, Lipton, Rosen & Katz; appointed Nov 2023; M&A and corporate advisory


entity_id: andrew-nussbaum

excerpt: Wachtell; appointed Nov 2023; M&A leadership; Feb 2026 deal activity communications


entity_id: martin-lipton

excerpt: Wachtell; M&A and strategic corporate advice; elite practitioner


entity_id: andrew-brownstein

excerpt: Wachtell; major M&A and corporate governance advisor


entity_id: adam-emmerich

excerpt: Wachtell; M&A expertise; pharma, energy, technology focus


entity_id: steven-rosenblum

excerpt: Wachtell; M&A, governance, securities; technology sector focus


entity_id: david-lam

excerpt: Wachtell; bet-the-company M&A advisory; sophisticated transactional practice


entity_id: kfir-abutbul

excerpt: Moved Paul Hastings to A&O Shearman; leads US energy PE business; 15+ years PE sponsor advisory


entity_id: vadim-avdeychik

excerpt: Clifford Chance; BDCs, registered funds, specialty finance expertise


entity_id: paul-roth

excerpt: McDermott Will & Schulte (Schulte Roth & Zabel); hedge fund formations; M&A experience


entity_id: david-efron

excerpt: McDermott Will & Schulte; hedge fund formation and management


entity_id: david-nissenbaum


entity_id: stephanie-breslow

excerpt: McDermott Will & Schulte; hedge fund formation and operations


excerpt: Partner and Executive Committee Member; leads PE fundraising practice


excerpt: Partner in banking, private credit, capital markets; joined 2026 from Wachtell


excerpt: Former partner; banking and private credit focus


excerpt: Partner in M&A and private equity; joined 2026 from Wachtell


excerpt: Former M&A partner; promoted 2020


excerpt: Partner in PE sponsor and leveraged finance; London office; joined Jan 2026


excerpt: Partner in private credit; London office; joined Jan 2026


excerpt: Presiding Partner; M&A and corporate governance expertise


excerpt: Head of Corporate; complex M&A practice


excerpt: Co-Head, Global M&A Practice


excerpt: Co-Head, Global M&A Practice; governance and activism defense


excerpt: Partner; high-stakes M&A; pharma and financial services


excerpt: Partner; M&A; promoted Jan 1, 2026


excerpt: Managing Partner; elected Jan 1, 2026


excerpt: Partner, Americas M&A and Private Equity; joined April 2026; PE sponsor and sovereign wealth fund advisor


excerpt: Co-Leader, Americas Private Equity Transactions Group


excerpt: Partner; private equity M&A practice


excerpt: Partner; multi-billion dollar buyouts; Clayton, Dubilier & Rice counsel


excerpt: Partner; heads funds and investment management group


excerpt: Partner; funds and investment management practice


excerpt: Partner; private equity; London office; joined 2026 from Kirkland


excerpt: Former PE partner


excerpt: Co-Head, Asia Private Equity Practice


excerpt: Co-Head, Asia Private Equity Practice; relocated to Singapore 2026


excerpt: Partner; cross-border PE and M&A; real assets and infrastructure Asia-Pacific


excerpt: Partner; energy and infrastructure M&A; global scope


excerpt: Partner; Private Funds; Singapore office; leads Funds Practice with Adam Furber


excerpt: Head, Asia Funds Practice; collaborates on funds matters


excerpt: Partner; Capital Structure Solutions; joined Feb 2026 from Kirkland


excerpt: Former partner in capital structure solutions


excerpt: Partner; Restructuring; aligned with Capital Structure Solutions Practice 2026


excerpt: Chair, Executive Committee; firm leadership 2026


excerpt: Co-Chair; M&A and corporate advisory


excerpt: Co-Chair and Co-Managing Partner; M&A leadership


excerpt: Founding Partner; M&A and strategic corporate advice


excerpt: Partner; major M&A and corporate governance advisor


excerpt: Partner; M&A and securities; pharma, energy, technology focus


excerpt: Co-Chair, Corporate Department; M&A, governance, securities expertise


excerpt: Partner; bet-the-company M&A advisory


excerpt: Partner; Energy Private Equity; leads US energy PE business; joined from Paul Hastings


excerpt: Partner; Funds and Investment Management; BDCs and registered funds expertise


excerpt: Partner; hedge funds and M&A formations expertise


excerpt: Partner; hedge fund formation and management


excerpt: Partner; hedge fund formation and operations


entity_id: pricewaterhousecoopers

excerpt: Global asset and wealth management services, fund audit, alternative investments practice


entity_id: ernst-young

excerpt: Private equity, alternative investments, fund services, institutional asset management


entity_id: deloitte

excerpt: Investment management, alternative investments, fund services, private equity advisory


entity_id: kpmg

excerpt: Alternative investments practice, hedge fund audit, fund services, Level 1 AIFM expertise


entity_id: forvis-mazars

excerpt: Private equity, alternative investments, fund audit services across US and global midmarket


entity_id: grant-thornton

excerpt: Asset management, private equity, fund audit, registered investment company services


entity_id: bdo

excerpt: Alternative investments, private equity, fund audit and assurance services


entity_id: cohnreznick

excerpt: Real estate funds, private equity, alternative investments accounting and tax


entity_id: anchin-block-anchin-llp

excerpt: Largest single-office accounting firm in US; 300+ investment partnerships; hedge fund, fund-of-funds, PE accounting


entity_id: rsm-us

excerpt: Fund administration services, private equity fund administration, fund services buyer's guide


entity_id: timothy-tracy

excerpt: EY - leads private equity practice across Americas region; author of EY Private Equity Trends 2026


entity_id: ivan-lehon

excerpt: EY - leads global private equity practice; author of EY Private Equity Trends 2026


entity_id: eric-fox

excerpt: Deloitte Tax - principal responsible for overall investment management strategy and offerings


entity_id: jeff-levi

excerpt: Deloitte Consulting - leads investment management consulting services business; asset managers, asset services, asset owners


entity_id: theresa-brockelman

excerpt: Deloitte - leads asset management practice and operations/technology transformation


entity_id: karl-ehrsam

excerpt: Deloitte - co-leads asset management and operations/technology functions


entity_id: frank-fumai

excerpt: Deloitte - leads asset manager specialization


entity_id: vipul-pal

excerpt: Deloitte - leads asset services practice supporting fund and platform operations


entity_id: garrett-o-brien

excerpt: Deloitte - co-leads asset services practice


entity_id: maryna-tully

excerpt: Deloitte - leads asset owners practice for institutional investors


entity_id: rhys-butler

excerpt: Deloitte - leads asset owners and private equity specializations


entity_id: bryant-huber

excerpt: Deloitte - co-leads private equity practice for US market


entity_id: ryan-jones


entity_id: brian-kunisch

excerpt: Deloitte - leads private equity and M&A/restructuring specializations


entity_id: scott-parker

excerpt: Deloitte - leads wealth management and retirement planning services


entity_id: russ-fernandez

excerpt: Deloitte - co-leads retirement and human capital functions


entity_id: brian-clavin

excerpt: KPMG Dublin - responsible for alternative investments practice; expertise in AIFM directive; ~50% fund AUM audited in Guernsey


entity_id: scott-linch

excerpt: Forvis Mazars - manages private equity practice across midmarket; featured in GrowthTV on PE-backed M&A trends


entity_id: charles-abraham

excerpt: Forvis Mazars - leads asset management specialization for funds and asset managers


entity_id: shona

excerpt: Grant Thornton - leads asset management practice and advisory services


entity_id: marc-chase

excerpt: Grant Thornton - leads global private equity practice across all regions


entity_id: david-reeves

excerpt: BDO - specializes in asset management sector audits; 20+ years experience


entity_id: chi-ha

excerpt: BDO - focuses on fund structuring and European investor tax reporting for traditional and alternative asset managers


entity_id: scott-g-sachs

excerpt: CohnReznick - leads private equity practice; 20+ years advising large and middle-market PE firms


entity_id: ryan-paskin

excerpt: CohnReznick - leads value creation practice; works with financial sponsors on M&A value maximization


entity_id: emily-butler

excerpt: CohnReznick - Mid-Atlantic region lead for commercial real estate and fund management


entity_id: paul-jhung

excerpt: CohnReznick - leads commercial real estate and real estate funds practice


entity_id: wesley-prato

excerpt: CohnReznick - South/West region lead for commercial real estate practice


entity_id: e-george-teixeira

excerpt: Anchin, Block & Anchin - CPA, MST; leads fund tax services and financial services industry practice


entity_id: david-horton

excerpt: Anchin, Block & Anchin - CPA, CGMA; leads audit and assurance for financial services entities and hedge funds


entity_id: jeffrey-bowden

excerpt: Anchin, Block & Anchin - leads tax services; recognized by Jim Cramer for guidance to hedge fund community since 1987


entity_id: marina-shah

excerpt: Anchin, Block & Anchin - CPA; specializes in financial services tax matters


entity_id: edward-thorp

excerpt: Anchin, Block & Anchin - CPA; financial services practice member


entity_id: zurab-moshashvili

excerpt: Anchin, Block & Anchin - CPA; financial services specialization


excerpt: EY Americas Private Equity Leader - leads PE practice; https://www.ey.com/en_us/insights/private-equity/leading-through-change-2026-private-equity-trends


excerpt: EY Global Private Equity Leader - global PE practice oversight; https://www.ey.com/en_us/insights/private-equity/leading-through-change-2026-private-equity-trends


excerpt: Vice Chair & US Investment Management Leader; https://www.deloitte.com/us/en/industries/investment-management/about.html


excerpt: Partner & Investment Management Leader; Casey Quirk practice; https://www.deloitte.com/us/en/industries/investment-management/about.html


excerpt: Asset Manager Leader; https://www.deloitte.com/us/en/industries/investment-management/about.html


excerpt: Asset Manager & Operations/Technology Transformation Leader; https://www.deloitte.com/us/en/industries/investment-management/about.html


excerpt: Asset Services Leader; https://www.deloitte.com/us/en/industries/investment-management/about.html


excerpt: Asset Owners Leader; https://www.deloitte.com/us/en/industries/investment-management/about.html


excerpt: Asset Owners & Private Equity Leader; https://www.deloitte.com/us/en/industries/investment-management/about.html


excerpt: US Private Equity Leader; https://www.deloitte.com/us/en/industries/investment-management/about.html


excerpt: US Private Equity Leader & M&A and Restructuring Leader; https://www.deloitte.com/us/en/industries/investment-management/about.html


excerpt: Wealth Management & Retirement Leader; https://www.deloitte.com/us/en/industries/investment-management/about.html


excerpt: Retirement & Human Capital Leader; https://www.deloitte.com/us/en/industries/investment-management/about.html


excerpt: Head of Alternatives, Partner in Dublin; https://thehedgefundjournal.com/kpmg-d1/


excerpt: National Industry Leader of Private Equity; https://www.forvismazars.us/industries/private-equity


excerpt: Asset Management Industry Leader; https://www.forvismazars.us/industries/financial-services/asset-management


excerpt: Advisory Partner & Head of Asset Management; https://www.grantthornton.com/industries/asset-management


excerpt: National Managing Partner & Global Head of Private Equity; https://www.grantthornton.com/industries/private-equity


excerpt: Partner, Financial Services Audit; specializes in asset management sector; https://www.bdo.com/industries/financial-services/asset-management


excerpt: Partner, Financial Services Tax; fund structuring specialist; https://www.bdo.com/industries/financial-services/asset-management


excerpt: Private Equity Practice Leader; 20+ years PE experience; https://www.cohnreznick.com/insights/cohnreznick-names-sachs-private-equity-practice-leader


excerpt: Partner & Value Creation Practice Leader; M&A value maximization; https://www.cohnreznick.com/people/ryan-paskin


excerpt: Regional Leader, Commercial Real Estate - Mid-Atlantic; https://www.cohnreznick.com/insights/cohnreznick-elevates-three-to-commercial-real-estate-leadership-roles


excerpt: Regional Leader, Commercial Real Estate; https://www.cohnreznick.com/insights/cohnreznick-elevates-three-to-commercial-real-estate-leadership-roles


excerpt: Regional Leader, Commercial Real Estate - South/West; https://www.cohnreznick.com/insights/cohnreznick-elevates-three-to-commercial-real-estate-leadership-roles


excerpt: Tax Partner & Financial Services Leader; fund tax services; https://www.anchin.com/industries/financial-services/


excerpt: Partner & Assurance Leader - Financial Services; hedge fund audits; https://www.anchin.com/industries/financial-services/


excerpt: Executive Principal & Tax Department Leader; hedge fund advisory since 1987; https://www.anchin.com/industries/financial-services/


excerpt: Partner, Financial Services Tax; https://www.anchin.com/industries/financial-services/


excerpt: Partner, Financial Services; https://www.anchin.com/industries/financial-services/


entity_id: mckinsey-company

excerpt: Top-tier consultancy with dedicated Financial Services and Private Capital practices


entity_id: bcg

excerpt: Global consultancy with Financial Institutions and Private Equity practices


entity_id: bain-company

excerpt: Tier-1 consultancy specializing in private equity and financial services


entity_id: oliver-wyman

excerpt: Marsh subsidiary specializing in banking, financial services, and PE consulting


entity_id: alixpartners

excerpt: Specialty firm focused on PE performance improvement and distressed situations


entity_id: alvarez-marsal

excerpt: Leading restructuring and PE performance improvement practice with PEPI division


entity_id: accenture

excerpt: Fortune 500 IT services firm with financial services consulting division; 738,000 employees


entity_id: capgemini

excerpt: IT services and consulting firm focused on regulated industries and ERP-anchored transformation


entity_id: l-e-k-consulting

excerpt: Specialist consultancy in commercial due diligence and PE advisory


entity_id: deloitte

excerpt: Global Big 4 firm with financial services and private equity consulting practices


entity_id: ey

excerpt: Global Big 4 firm (Ernst & Young) with financial services and private equity specialization


entity_id: pwc

excerpt: PricewaterhouseCoopers - Big 4 with private equity and financial services practices


entity_id: kpmg

excerpt: Global Big 4 firm with dedicated private equity and asset management sectors


entity_id: rebecca-burack

excerpt: Bain & Company | Boston | Global PE practice leadership


entity_id: hugh-macarthur

excerpt: Bain & Company | Boston | PE practice co-author of 2026 Global PE Report


entity_id: graham-rose

excerpt: Bain & Company | Boston | Regional PE leadership


entity_id: alexander-schmitz

excerpt: Bain & Company | Düsseldorf | Regional PE leadership


entity_id: kiki-yang

excerpt: Bain & Company | Hong Kong | Regional PE leadership


entity_id: sebastien-lamy

excerpt: Bain & Company | Tokyo | Regional PE leadership


entity_id: ted-moynihan

excerpt: Oliver Wyman | London | Appointed March 31, 2026; 30+ year tenure at firm; former Global Head of Financial Services


entity_id: jeremy-badman

excerpt: Oliver Wyman | Newly created role (May 2026); previously Chief Operating Officer for 13+ years; reports to Ted Moynihan


entity_id: paula-mcglarry

excerpt: Oliver Wyman | Appointed May 2026; 20-year tenure; formerly General Counsel; drives operating model transformation


entity_id: mariya-rosberg

excerpt: Oliver Wyman | Appointed May 2026; newly created role; 30+ years consulting/banking experience; formerly led Banking & Financial Services Practice Americas


entity_id: helen-leis

excerpt: Oliver Wyman | Newly created position for guiding clients through uncertainty and complex transformation


entity_id: joseph-cox

excerpt: Oliver Wyman | Former Federal Reserve Assistant Director; expert in bank restructuring


entity_id: christian-michel

excerpt: Alvarez & Marsal | January 2026 hire; formerly CEO at multiple companies; ex-PEPI division Managing Director


entity_id: albane-de-vauplane

excerpt: BCG | Paris | Member of Financial Institutions practice; leader of Payments & Fintech segment; advises in payments, fintech, retail banking


entity_id: david-garfield

excerpt: AlixPartners | Co-promoted to co-CEO effective February 1, 2026


entity_id: rob-hornby


entity_id: fran-ois-mallette

excerpt: L.E.K. Consulting | Boston | PE commercial due diligence specialist


entity_id: andrew-kadar

excerpt: L.E.K. Consulting | San Francisco | PE specialist


entity_id: claire-davies

excerpt: L.E.K. Consulting | Los Angeles | PE specialist


entity_id: amanda-davis-winters

excerpt: L.E.K. Consulting | New York | PE specialist


entity_id: serge-hovsepian

excerpt: L.E.K. Consulting | Paris | PE specialist


entity_id: jacqueline-thompson

excerpt: L.E.K. Consulting | Madrid | PE specialist


entity_id: chris-bartlett

excerpt: L.E.K. Consulting | Sydney | PE specialist


entity_id: stuart-westmore

excerpt: L.E.K. Consulting | Melbourne | PE specialist


entity_id: shawn-smith

excerpt: EY | Promoted 2026 to lead financial services division


entity_id: tim-tracy

excerpt: EY | Based in metro New York | PE sector leadership


entity_id: eric-janson

excerpt: PwC | Global PE sector leadership


entity_id: krishnan-chandrasekhar

excerpt: PwC | Leads profession-leading tax line of service; financial services tax expertise


entity_id: deanna-byrne

excerpt: PwC | Sets strategy for audit, attest, ESG and digital assurance capabilities


entity_id: donald-l-zambarano

excerpt: KPMG US | PE sector leadership


entity_id: yesenia-scheker-izquierdo

excerpt: KPMG | Appointed 2026 to lead AM/PE divisions


entity_id: mike-mckay

excerpt: Bain & Company | Co-author of 2026 Global PE Report with Hugh MacArthur and Rebecca Burack


entity_id: claudia-bianchi

excerpt: Bain & Company | Led team for 2026 Global PE Report production


excerpt: Partner and Head of Global Private Equity Practice at Bain


excerpt: Partner and Chairman of Global Private Equity Practice at Bain


excerpt: Partner and Head of Americas PE Practice at Bain


excerpt: Partner and Head of EMEA PE Practice at Bain


excerpt: Partner and Co-Head of Asia-Pacific PE Practice at Bain


excerpt: Advisory Partner at Bain & Company


excerpt: Partner at Bain & Company leading PE research


excerpt: President and CEO of Oliver Wyman (since March 31, 2026); 30+ year tenure


excerpt: Chief AI and Data Officer at Oliver Wyman (appointed May 2026)


excerpt: Global Chief Operating Officer and Chief of Staff at Oliver Wyman (appointed May 2026)


excerpt: Head of Strategy and Growth at Oliver Wyman (appointed May 2026)


excerpt: Global Head of Leadership and Change at Oliver Wyman


excerpt: Partner in Banking and Financial Services Practice at Oliver Wyman


excerpt: Formerly led Banking & Financial Services Practice in the Americas before current role


excerpt: Managing Director & Senior Partner in Financial Institutions Practice at BCG Paris


excerpt: Managing Director in Operational Restructuring Practice at A&M (joined January 2026)


excerpt: Co-Chief Executive Officer at AlixPartners (since February 1, 2026)


excerpt: Partner in Private Equity practice at L.E.K. Boston


excerpt: Partner in Private Equity practice at L.E.K. San Francisco


excerpt: Partner in Private Equity practice at L.E.K. Los Angeles


excerpt: Partner in Private Equity practice at L.E.K. New York


excerpt: Partner in Private Equity practice at L.E.K. Paris


excerpt: Partner in Private Equity practice at L.E.K. Madrid


excerpt: Partner in Private Equity practice at L.E.K. Sydney


excerpt: Partner in Private Equity practice at L.E.K. Melbourne


excerpt: Americas Financial Services Organization Leader at EY


excerpt: EY Americas Private Equity Leader based in metro New York


excerpt: Global Private Equity and Principal Investors Leader, Partner at PwC


excerpt: Tax Leader at PwC


excerpt: Assurance Leader at PwC


excerpt: US Private Equity Sector Leader and Managing Partner at KPMG US


excerpt: National Sector Leader for Asset Management and PE at KPMG


excerpt: Jeremy Badman reports to CEO Ted Moynihan at Oliver Wyman


excerpt: Paula McGlarry reports to CEO Ted Moynihan at Oliver Wyman


excerpt: Mariya Rosberg reports to CEO Ted Moynihan at Oliver Wyman


entity_id: addepar

excerpt: Series G, $3.25B valuation, 1,400+ clients in 60+ countries. Data & AI platform for investment professionals. Mountain View, CA. Founded 2009.


entity_id: joe-lonsdale

excerpt: Addepar founder. Board chairman.


entity_id: jason-mirra

excerpt: Co-founder of Addepar.


entity_id: eric-poirier

excerpt: CEO of Addepar since 2013. Former Palantir Technologies, Lehman Brothers Fixed Income Analytics.


entity_id: eric-daniels

excerpt: Addepar Chief Financial Officer and Chief Operating Officer.


entity_id: janeen-france

excerpt: Addepar Chief Client Officer.


entity_id: peter-o-brien

excerpt: Addepar Chief Revenue Officer.


entity_id: bob-pisani

excerpt: Addepar Chief Technology Officer.


entity_id: icapital-network

excerpt: $1+ trillion AUM globally. Serves 3,000+ wealth management firms, 121,000 financial professionals. $283.9B in alts. Founded 1998. Manhattan, NY.


entity_id: lawrence-calcano

excerpt: CEO of iCapital Network.


entity_id: gary-gallagher

excerpt: Appointed President of iCapital in January 2026.


entity_id: marco-bizzozero

excerpt: iCapital Managing Director, Head of International.


entity_id: eileen-duff

excerpt: iCapital Managing Director, Head of Capital Markets.


entity_id: henrique-francisco

excerpt: iCapital Managing Director, Chief Technology Officer.


entity_id: steve-houston

excerpt: iCapital Managing Director, Co-Head of iCapital Solutions.


entity_id: stephen-jacobs

excerpt: iCapital Managing Director, General Counsel.


entity_id: michael-kushner

excerpt: iCapital Managing Director, Chief Financial Officer.


entity_id: bekka-marrs

excerpt: iCapital Managing Director, Chief Product Officer.


entity_id: jeff-mcgoey

excerpt: iCapital Managing Director, Chief Operating Officer. CFA, CAIA.


entity_id: magdalena-pandiloska

excerpt: iCapital Managing Director, Chief Marketing Officer.


entity_id: dan-vene

excerpt: iCapital co-founder, Managing Director, Co-Head of iCapital Solutions.


entity_id: deborah-wheelock

excerpt: iCapital Managing Director, Chief People Officer.


entity_id: cais

excerpt: Founded 2009. 32,000+ advisors, $4T network assets. Alternative investment platform leader. Competes with iCapital.


entity_id: carta

excerpt: $7.4B valuation, $500M ARR, 2,059 employees. 50,000+ companies, 1.6M equity holders. 40,000 companies, 7,000+ VC funds. Founded 2012. Mountain View, CA.


entity_id: henry-ward

excerpt: CEO and co-founder of Carta.


entity_id: manu-kumar

excerpt: Carta co-founder, Chairman.


entity_id: charly-kevers

excerpt: Carta Chief Financial Officer.


entity_id: tom-keiser

excerpt: Carta Chief Operating Officer.


entity_id: vrushali-paunikar

excerpt: Carta Chief Product Officer.


entity_id: angellist

excerpt: Legacy cap table product (declining). Focus shifted to AngelList Stack. Competes with Carta. 3 institutional investors.


entity_id: babak-nivi

excerpt: Founder of AngelList.


entity_id: alphasense

excerpt: $7.5B valuation (June 2026), $600M+ ARR, 2,900 employees. 88% S&P 100 penetration. Acquired Sentieo May 2022 and Tegus July 2024. 260,000+ Tegus expert transcripts. Founded 2008.


entity_id: jack-kokko

excerpt: CEO and founder of AlphaSense since 2008.


entity_id: raj-neervannan

excerpt: AlphaSense CTO and co-founder.


entity_id: kiva-kolstein

excerpt: AlphaSense President and Chief Revenue Officer.


entity_id: samantha-greenberg

excerpt: Appointed AlphaSense CFO on April 14, 2026.


entity_id: robert-magri

excerpt: AlphaSense Chief Content Officer.


entity_id: john-reid-dodick

excerpt: AlphaSense Chief People Officer.


entity_id: heather-zynczak

excerpt: AlphaSense Chief Marketing Officer.


entity_id: sarah-hoffman

excerpt: AlphaSense Director of AI Thought Leadership. Explores AI trends for AlphaSense customers.


entity_id: sentieo

excerpt: Acquired by AlphaSense May 11, 2022. Excel plug-in, quantitative screening. Founded 2011. Features integrated into AlphaSense for Equity Research.


entity_id: alap-shah

excerpt: Co-founder and Chairman of Sentieo. Former hedge fund analyst.


entity_id: naman-shah

excerpt: Co-founder and President of Sentieo.


entity_id: david-lichtblau

excerpt: CEO of Sentieo prior to AlphaSense acquisition. Continued leadership post-acquisition.


entity_id: rajdeep-singh-gill

excerpt: Sentieo Chief Technology Officer.


entity_id: tegus

excerpt: Acquired by AlphaSense July 2024 for $930M. 260,000+ expert call transcripts. Institutional intelligence platform.


entity_id: hazeltree

excerpt: 500+ investment firms, $4T+ client assets. $8B/day transaction volume, 10,000+ funds. Cloud-based treasury platform.


entity_id: remy-trafelet

excerpt: Founder and Executive Chairman of Hazeltree.


entity_id: lokesh-seth

excerpt: CEO of Hazeltree, appointed February 2025.


entity_id: douglas-trafelet

excerpt: Hazeltree Chief Commercial Officer.


entity_id: jake-lewit

excerpt: Hazeltree Chief Financial Officer.


entity_id: kyri-yiannakis

excerpt: Promoted to Chief Client Officer at Hazeltree.


entity_id: scott-metro

excerpt: Hazeltree Chief Technology Officer.


entity_id: tim-smith

excerpt: Hazeltree Managing Director of Data Insights.


entity_id: patrice-krajka

excerpt: Hazeltree Senior Vice President, Services.


entity_id: david-simpson

excerpt: Hazeltree Managing Director of Hedge Funds.


entity_id: allvue-systems

excerpt: $2.5T+ AUM. Formed 2019 from merger of BlackMountain Systems and AltaReturn. Supports fundraising, deal mgmt, portfolio monitoring, fund accounting, investor reporting. Coral Gables, FL.


entity_id: marc-scheipe

excerpt: CEO of Allvue. Former CEO Vector Solutions, CEO/President FrontStream. Naval Academy, Harvard MBA.