entity_id: temasek-holdings

excerpt: S$434B portfolio; invests in ~10 hedge funds including Citadel; creating Temasek Partnership Solutions unit April 2026 to manage HF allocations; increasing multi-strategy and macro hedge fund exposure; CIO Rohit Sipahimalani leading strategy


display_note: Not displayed as primary-source evidence.

entity_id: abu-dhabi-investment-authority-adia

entity_type: node

excerpt: Major global SWF; PE allocation target raised to 12-17%; co-invests with GIC and TPG; among most influential 2024 hedge fund allocators; invests with Silver Lake

source_type: url


entity_id: mubadala-investment-company

excerpt: Abu Dhabi SWF; co-invests with SoftBank and Blackstone; significant alternatives allocator


entity_id: public-investment-fund-pif

excerpt: Saudi Arabia SWF; co-invests with Mubadala and SoftBank; significant alternatives allocator


entity_id: nbim-norges-bank-investment-management

excerpt: Norway oil fund; one of world's largest institutional investors; significant external manager allocations


excerpt: $47B AUM (growing); Toronto-based; described as likely largest single new source of fresh capital into hedge funds in coming years; building diversified portfolio from Mastercard equity stake; spun out as standalone entity 2023


entity_id: w-k-kellogg-foundation

excerpt: ~$10B AUM; named in 2026 Elite ALTS Allocators; allocates to alternatives including hedge funds


entity_id: macarthur-foundation

excerpt: ~$9.3B AUM; named in 2026 Elite ALTS Allocators; manages real assets and sustainable investments


excerpt: ~$9B AUM; named in 2026 Elite ALTS Allocators; institutional alternatives allocator


entity_id: ford-foundation

excerpt: Large US foundation; former employer of allocators in Elite ALTS Allocators list; alternatives investor


entity_id: pggm

excerpt: €248.5B investment manager for PFZW Dutch care sector pension; restructured equity portfolio in 2025 overhauling manager lineup; allocates to Numeric (Man Group subsidiary), Robeco, Acadian, Schroders, Lazard, M&G, UBS, PGIM, Abrdn, T. Rowe Price


entity_id: pfzw

excerpt: Dutch healthcare sector pension fund; assets managed by PGGM; ~€248.5B AUM


entity_id: apg-asset-management

excerpt: Dutch pension manager for ABP; significant alternatives and hedge fund allocator


entity_id: abp

excerpt: Dutch civil service pension fund; one of world's largest pension funds; assets managed by APG


entity_id: korea-investment-management-kim

excerpt: South Korean government investment arm; signatory to Texas TRS fee reform letter; active hedge fund allocator


entity_id: alaska-permanent-fund-corporation-apfc

excerpt: $78B AUM; 20% PE allocation (target 15%); has committed to 411 unique funds; uses Pathway Capital, HarbourVest, Dyal/Blue Owl as managers; long-term alternatives investor


excerpt: $19.8B AUM; 19.5% PE allocation vs 12.5% target; overallocated to alternatives; hedge fund allocator


entity_id: illinois-surs

excerpt: State University Retirement System of Illinois; significant public pension LP in alternatives


entity_id: trans-canada-capital

excerpt: Canadian pension investment manager; signatory to fee reform movement; active hedge fund allocator


entity_id: brightwell-pensions

excerpt: UK pension manager; signatory to TRS fee reform letter; hedge fund allocator


entity_id: washington-state-investment-board-wsib

excerpt: Major US public pension; significant PE, VC, real asset and hedge fund LP; backed Dockside (Walleye-affiliated emerging manager fund) alongside UTIMCO


excerpt: Oregon public pension; significant alternatives allocator including VC funds, real estate, infrastructure and buyout funds


entity_id: albourne-partners

excerpt: Hedge fund advisory firm; CEO John Claisse; listed as one of most influential 2024 hedge fund allocators; advises LP clients on hedge fund allocations


entity_id: bridgewater-associates

excerpt: $89.6B-$92B AUM; top LP clients include pension funds, central banks, SWFs, endowments; Pure Alpha II returned 34% 2025; All Weather returned 20% 2025; CEO Nir Bar Dea (sole CEO since 2023); Ray Dalio exited


entity_id: millennium-management

excerpt: $83.5B AUM; returned 10.5% 2025; top-tier LP from UTIMCO and other large pension/endowments


entity_id: citadel

excerpt: $397B AUM (including market-making); Wellington fund returned 10.2% 2025; LP from Temasek (explicitly named); major institutional hedge fund


entity_id: d-e-shaw-co

excerpt: Composite fund returned 18.5%; Oculus returned ~28.2%; UTIMCO is LP


entity_id: two-sigma

excerpt: $70B AUM; uses mathematical models and machine learning; UTIMCO is LP


entity_id: aqr-capital-management

excerpt: Apex fund returned 19.6%; CPP Investments is LP; PGGM via systematic mandates; major institutional LP base


entity_id: man-group

excerpt: $178.2B AUM (June 2024); world's largest listed hedge fund manager; CPP Investments is LP; PGGM allocates to Numeric (Man Group subsidiary)


entity_id: exoduspoint-capital

excerpt: $12B AUM; returned 18% 2025; co-founded by Michael Gelband; UTIMCO is LP


entity_id: marshall-wace

excerpt: Major institutional hedge fund; UTIMCO is LP


entity_id: balyasny-asset-management

excerpt: Major multi-manager firm; UTIMCO is LP


entity_id: walleye-capital

excerpt: Multi-strategy firm; UTIMCO and SWIB both LPs; launched Dockside emerging manager initiative


entity_id: elliott-investment-management

excerpt: $76.1B AUM; CPP Investments is LP


entity_id: brevan-howard

excerpt: Major macro fund; VRS tag suggests LP relationship


entity_id: neuberger-berman

excerpt: Asset manager with hedge fund strategies; VRS tag suggests LP relationship


entity_id: silver-creek-capital-management

excerpt: Hedge fund/fund of funds; VRS tag suggests LP relationship


entity_id: garda-capital-partners

excerpt: VRS committed $350M to Garda Fixed Income Relative Value Opportunities Fund Dec 2025


entity_id: seven-eight-capital

excerpt: CPP Investments is LP via emerging manager program


entity_id: nine-masts-capital


entity_id: kintbury-capital


entity_id: melqart-capital

excerpt: $1.4B AUM; Melqart Opportunities returned 45.1% 2025; founder Michel Massoud


entity_id: aia-labs-bridgewater

excerpt: $5B+ AUM; returned 11% 2025; Bridgewater quant offshoot


entity_id: innocap

excerpt: $85B+ AUM platform; CDPQ uses Innocap for dedicated managed accounts with hedge fund managers; CEO François Rivard


entity_id: acadian-asset-management

excerpt: €11.5B mandate from PGGM


entity_id: numeric-man-group

excerpt: €11.59B mandate from PGGM; Boston-based; Man Group subsidiary


entity_id: robeco

excerpt: €15.38B in combined equity (€11.68B) and credit (€3.7B) mandates from PGGM


entity_id: jase-auby

excerpt: CIO, Teacher Retirement System of Texas (TRS); led hedge fund fee reform movement; champions 1-or-30 fee structure


entity_id: britt-harris

excerpt: Former CIO, TRS; initiated 2-and-20 fee reform advocacy in 2016; laid groundwork for current fee reform push


entity_id: shavir-nagarwalla

excerpt: Ontario Teachers' Pension Plan; promoted May 2025; joined OTPP April 2022; previously at CPP Investment Board, Hilltop Fund Management, Quantum Advisors, Vanderbilt University endowment


entity_id: scott-chan

excerpt: CIO, CalSTRS (replaced Christopher Ailman June 2024)


entity_id: christopher-ailman

excerpt: Former CIO CalSTRS (2000-2024); built risk mitigating strategies program including global macro HF and trend-following allocations


entity_id: michael-wissell

excerpt: CIO, Healthcare of Ontario Pension Plan (HOOPP)


entity_id: andy-golden

excerpt: PRINCO (Princeton University Investment Company); trained by David Swensen and Dean Takahashi at Yale


entity_id: amy-flikerski

excerpt: CPP Investments; leads external hedge fund manager relationships


entity_id: mario-therrien

excerpt: CDPQ; oversees DMA platform on Innocap; former SBAI chairman


entity_id: betty-tay

excerpt: GIC; long-tenured head of external managers department; to be replaced by Kwong Hong Huat


entity_id: kwong-hong-huat

excerpt: GIC; formerly head of Asia total return public equities team; transitioning to lead external managers


entity_id: rohit-sipahimalani

excerpt: Temasek; leading push to increase multi-strategy and macro hedge fund exposure; building Temasek Partnership Solutions unit


entity_id: john-barker

excerpt: Mastercard Foundation Asset Management Corporation (MFAM); former CIO at Mass General Brigham; former MD at Harvard Management Company


entity_id: jennifer-newman

excerpt: Mastercard Foundation Asset Management Corporation (MFAM)


entity_id: mark-katz


entity_id: luigi-rossi


entity_id: danilo-simonelli

excerpt: Mastercard Foundation Asset Management Corporation (MFAM); formerly head of Ontario Teachers' hedge fund program (per PE Hub)


entity_id: neal-graziano

excerpt: W.K. Kellogg Foundation; named in 2026 Elite ALTS Allocators


entity_id: lacey-johnson

excerpt: Grinnell College Investment Office; named in 2026 Elite ALTS Allocators


entity_id: erik-ogren

excerpt: Carnegie Mellon University endowment; named in 2026 Elite ALTS Allocators


entity_id: nicola-da-roza

excerpt: St. Jude Children's Research Hospital (ALSAC); named in 2026 Elite ALTS Allocators


entity_id: caixia-ziegler

excerpt: MacArthur Foundation; named in 2026 Elite ALTS Allocators


entity_id: bill-li

excerpt: MassPRIM; oversees 27 hedge fund manager relationships; advocates consolidating with long-term partners rather than new relationships


entity_id: allen-waldrop

excerpt: Alaska Permanent Fund Corporation (APFC); current PE director


entity_id: john-claisse

excerpt: Albourne Partners; hedge fund advisory firm listed as most influential 2024 allocator


entity_id: nir-bar-dea

excerpt: Bridgewater Associates; sole CEO since 2023 after Ray Dalio exited


entity_id: michel-massoud

excerpt: Melqart Capital; returned 45.1% in 2025 on Melqart Opportunities fund


entity_id: michael-gelband

excerpt: ExodusPoint Capital; $12B multi-strategy fund


entity_id: fran-ois-rivard

excerpt: Innocap; manages $85B+ DMA platform used by CDPQ and others


entity_id: derek-drummond

excerpt: State of Wisconsin Investment Board (SWIB); leads hedge fund allocation team; travels internationally for investment opportunities


entity_id: salah-khalaf

excerpt: State of Wisconsin Investment Board (SWIB); recognized for quantitative finance work


entity_id: kirk-wolff

excerpt: State of Wisconsin Investment Board (SWIB); co-investment strategies for PE and alternatives


entity_id: chris-eckerman


entity_id: steve-moseley

excerpt: Alaska Permanent Fund Corporation (APFC); grew PE from 6% to 20% during tenure through 2022


entity_id: dan-houle

excerpt: Mastercard Foundation Asset Management Corporation (MFAM)


entity_id: kevin-hutchinson


entity_id: dennis-luo


entity_id: michael-powers


entity_id: ryan-gonsalves


entity_type: edge

excerpt: CPP external portfolio management program invests in AQR; described as 'who's who' of hedge fund managers


excerpt: CPP external portfolio management program; confirmed LP relationship


excerpt: CPP emerging manager program; confirmed LP relationship


excerpt: Part of 7-firm cohort representing ~15% of UTIMCO disclosed fund investments in Stable Value bucket


excerpt: Part of 7-firm cohort representing ~15% of UTIMCO disclosed fund investments


excerpt: Part of 7-firm cohort representing ~15% of UTIMCO disclosed fund investments; also co-backed Dockside initiative


excerpt: Temasek explicitly named as LP in Citadel; part of ~10 hedge fund relationships


excerpt: Tagged in VRS alternatives watch article; suggests existing LP relationship


excerpt: €11.59B systematic equity mandate awarded as part of PGGM 2025 investment overhaul


excerpt: €11.68B equity + €3.7B credit = €15.38B combined mandates from PGGM 2025 overhaul


excerpt: €11.5B systematic equity mandate from PGGM 2025 overhaul


excerpt: CDPQ manages hedge fund exposure via dedicated managed accounts on Innocap platform; $85B+ platform


excerpt: APFC co-backed Dockside Fund II via SWIB-backed initiative


excerpt: Bridgewater's LP base includes major public pensions; NYSCRF joined Capital Constellation LP network which includes Bridgewater relationships


excerpt: Chief Investment Officer


excerpt: Former CIO; initiated fee reform


excerpt: Managing Director, Head of Hedge Funds and ILS; promoted May 2025


excerpt: Chief Investment Officer since mid-2024


excerpt: Former CIO 2000-2024


excerpt: President; trained under David Swensen


excerpt: Managing Director and Head of External Portfolio Management Group


excerpt: Head of Investment Funds and External Management


excerpt: Head of External Managers (retiring)


excerpt: Incoming head of External Managers; currently Deputy Director


excerpt: Chief Investment Officer; joined January 2024


excerpt: Chief Operating Officer


excerpt: Managing Director, Investments


excerpt: Managing Director, Total Portfolio Management


excerpt: Managing Director, Private Assets; 2026 Elite ALTS Allocator


excerpt: Managing Director; 2026 Elite ALTS Allocator


excerpt: Managing Director of Investments; 2026 Elite ALTS Allocator


excerpt: Senior Director, Investments; 2026 Elite ALTS Allocator


excerpt: Managing Director, Real Assets & Sustainable Investments; 2026 Elite ALTS Allocator


excerpt: Director of Portfolio Completion Strategies; oversees 27 hedge fund manager relationships


excerpt: Director, Private Equity


excerpt: Chief Executive Officer


excerpt: Sole CEO since 2023


excerpt: Founder and Portfolio Manager


excerpt: Co-founder


excerpt: Portfolio Manager, Hedge Funds


excerpt: Portfolio Manager; recognized for quantitative finance


excerpt: Co-Investment Head


excerpt: Former PE Director; grew PE from 6% to 20%


excerpt: Chief Technology Officer


excerpt: Director, Investments


excerpt: Director, Operational Due Diligence


excerpt: TRS ~$20B hedge fund book includes Bridgewater as institutional LP; Bridgewater explicitly cites pension funds as core LP type


excerpt: GIC external manager program; ~1.5% HF allocation from $936B AUM base implies multi-billion HF portfolio including systematic managers like Man Group


excerpt: Bridgewater's LP base explicitly includes sovereign wealth funds; ADIA is top-tier SWF LP


excerpt: PFZW is the beneficial pension owner; PGGM is the investment manager executing all allocations on its behalf


excerpt: ABP is the pension fund; APG is the investment manager executing all asset allocations on ABP's behalf


excerpt: Formerly headed OTPP's hedge fund program (per PE Hub 2024) before moving to MFAM


entity_id: millennium-management

excerpt: Search snapshot found Millennium Management as a global multistrategy hedge fund with roughly $87B AUM as of May 2026.


entity_id: israel-englander

excerpt: Founder and continuing chairman/CEO of Millennium Management in 2026 source snapshot.


entity_id: ajay-nagpal

excerpt: Listed as president and COO of Millennium Management in 2026 source snapshot.


entity_id: john-novogratz

excerpt: Listed as head of capital development and investor relations at Millennium Management in 2026 source snapshot.


entity_id: worldquant

excerpt: Search snapshot found WorldQuant as a quantitative investment management firm and Millennium subsidiary relationship source.


entity_id: the-voleon-group

excerpt: Search snapshot found Voleon as a Berkeley quantitative asset manager with $23.4B AUM in January 2026.


entity_id: michael-kharitonov

excerpt: Listed as Voleon CEO and co-founder in January 2026 source snapshot.


entity_id: jon-mcauliffe

excerpt: Listed as Voleon co-CIO and co-founder in January 2026 source snapshot.


entity_id: taproot-management

excerpt: 2026 allocator report described Taproot as a hedge fund launched in 2025 with a lower-cost alpha-capture model.


entity_id: david-lin

excerpt: Business Insider search snapshot described David Lin as founder of Taproot Management.


entity_id: jason-beverage

excerpt: Business Insider search snapshot described Jason Beverage as Taproot chief investment officer and a former Two Sigma executive.


entity_id: kevin-merritt

excerpt: Business Insider search snapshot said Taproot had lost research head and partner Kevin Merritt.


entity_id: cpp-investments

excerpt: Business Insider search snapshot said Canadian pension CPPIB backed Taproot with $250M.


entity_id: goldman-sachs-prime-services

excerpt: 2026 allocator demand snapshots referenced Goldman Sachs prime services hedge fund allocator outlook/sales-trading desk survey.


entity_id: endowments

excerpt: 2026 allocator demand snapshot said endowments were among investor groups leading quant fund allocation demand.


entity_id: foundations

excerpt: 2026 allocator demand snapshot said foundations were among investor groups leading quant fund allocation demand.


entity_id: family-offices

excerpt: 2026 allocator demand snapshot said family offices were among investor groups leading quant fund allocation demand.


entity_id: quantitative-hedge-funds

excerpt: 2026 Goldman-linked allocator snapshots said quant funds were the most sought hedge fund category among surveyed allocators.


excerpt: Founder and continuing chairman/CEO relationship from 2026 source snapshot.


excerpt: President and COO relationship from 2026 source snapshot.


excerpt: Capital development and investor relations role from 2026 source snapshot.


excerpt: WorldQuant identified as subsidiary/managed for Millennium relationship in source snapshot.


excerpt: Co-founder and CEO relationship from Voleon source snapshot.


excerpt: Co-founder and co-CIO relationship from Voleon source snapshot.


excerpt: Business Insider snapshot reported a $250M backing from Canadian pension CPPIB.


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

excerpt: Founder relationship from Business Insider source snapshot.


excerpt: Chief investment officer relationship from Business Insider source snapshot.


excerpt: Former research head/partner relationship from Business Insider source snapshot.


excerpt: 2026 allocator demand snapshot identified endowments as leading quant fund allocation demand.


excerpt: 2026 allocator demand snapshot identified foundations as leading quant fund allocation demand.


excerpt: 2026 allocator demand snapshot identified family offices as leading quant fund allocation demand.


excerpt: Goldman-linked 2026 allocator outlook/survey ranked quant strategies as high demand.


entity_id: capital-introduction

excerpt: Prime brokerage function that introduces hedge fund managers to institutional investors such as endowments, foundations, funds of funds, pensions, family offices, and private banks.


entity_id: morgan-stanley-prime-brokerage

excerpt: Capital introduction source says Morgan Stanley Prime Brokerage reports establishing the capital introductions concept in 1997.


entity_id: goldman-sachs-prime-brokerage

excerpt: Prime brokerage sources identify Goldman Sachs as a major prime broker and capital introduction gatekeeper for hedge funds.


entity_id: kristin-kramer

excerpt: Business Insider source identified Kristin Kramer as global head of capital introduction at Goldman Sachs discussing hedge fund launch and SMA dynamics.


entity_id: societe-generale-prime-brokerage

excerpt: Financial News London reported Societe Generale expanded into cash prime brokerage in June 2026 to deepen hedge fund business.


entity_id: slawomir-krupa

excerpt: Societe Generale CEO whose turnaround strategy includes equities and prime brokerage expansion.


entity_id: bnp-paribas-prime-brokerage

excerpt: Financial News London source described BNP Paribas scaling hedge fund work, hiring salespeople, absorbing Credit Suisse clients, and completing Deutsche Bank prime brokerage acquisition.


entity_id: ubs-prime-brokerage

excerpt: Financial News London source said UBS aims to move from fifth to fourth biggest prime broker by revenue.


entity_id: eaton-partners

excerpt: Global private placement agent and Stifel subsidiary that raises capital for private equity, hedge funds, real assets, and real estate funds from institutional investors.


entity_id: charles-eaton

excerpt: Founder of Eaton Partners, an old private funds placement agent.


entity_id: stifel-financial

excerpt: Parent company of Eaton Partners.


entity_id: aksia

excerpt: Alternative investment advisory firm providing alternative investment research and advisory services to institutional investors.


entity_id: jim-vos

excerpt: Founder and CEO of Aksia; previously associated with Credit Suisse fund-of-funds group.


entity_id: albourne-partners

excerpt: Alternative investment consultant referenced in Aksia litigation/settlement context and as a rival firm in institutional alternative investment advisory.


entity_id: cambridge-associates

excerpt: Investment consulting and OCIO gatekeeper serving foundations, endowments, pensions, private clients, and institutional investors.


entity_id: david-druley

excerpt: Chairman and CEO of Cambridge Associates.


entity_id: hunter-lewis

excerpt: Co-founder of Cambridge Associates.


entity_id: james-bailey


entity_id: captrust

excerpt: Large RIA and OCIO/fiduciary adviser with approximately $1T client assets and roughly $209B outsourced assets under management in 2025 source snapshot.


entity_id: fielding-miller

excerpt: CEO and founding partner of CAPTRUST.


entity_id: russell-investments

excerpt: OCIO provider serving healthcare systems, corporate and public pensions, endowments, foundations, and insurance organizations.


entity_id: partners-capital

excerpt: OCIO to endowments, foundations, and high-net-worth private clients including senior partners and founders of investment firms.


entity_id: stan-miranda

excerpt: Co-founder of Partners Capital.


entity_id: paul-dimitruk


entity_id: prime-brokerage

excerpt: Infrastructure gatekeeper providing custody, clearing, securities lending, financing, analytics, derivatives access, and capital introduction to hedge funds.


entity_id: private-placement-agents

excerpt: Intermediaries between managers raising private fund capital and institutional investors, family offices, and high-net-worth investors.


entity_id: ocio-providers

excerpt: Outsourced chief investment officer providers that select managers and allocate capital for institutions, foundations, endowments, pensions, insurers, and private clients.


excerpt: Capital introduction is described as a prime brokerage service.


excerpt: Source says Morgan Stanley Prime Brokerage reports establishing capital introductions in 1997.


excerpt: Prime brokerage source identifies Goldman Sachs as a major prime broker.


excerpt: Business Insider identified Kristin Kramer as global head of capital introduction at Goldman Sachs.


excerpt: Financial News London reported SocGen entered cash prime brokerage in 2026.


excerpt: SocGen prime brokerage expansion tied to CEO Slawomir Krupa turnaround strategy.


excerpt: Financial News London described BNP Paribas scaling hedge fund prime brokerage work.


excerpt: Financial News London described UBS as a major prime broker seeking revenue rank improvement.


excerpt: Eaton Partners is a global private placement agent.


entity_id: charles-eaton--founded--eaton-partners

excerpt: Charles Eaton founded Eaton Partners.


excerpt: Eaton Partners is a wholly owned subsidiary of Stifel Financial.


excerpt: Aksia provides institutional alternative investment advisory and due diligence.


entity_id: jim-vos--founded--aksia

excerpt: Jim Vos founded Aksia in 2006.


excerpt: Aksia source describes litigation/settlement with Albourne and rival movement.


excerpt: Cambridge Associates provides consulting and outsourced portfolio solutions.


excerpt: David Druley is chairman and CEO of Cambridge Associates.


excerpt: Hunter Lewis co-founded Cambridge Associates.


excerpt: James Bailey co-founded Cambridge Associates.


excerpt: CAPTRUST source identifies the firm as one of the largest US OCIO providers.


entity_id: fielding-miller--founded--captrust

excerpt: Fielding Miller is CEO and founding partner of CAPTRUST.


excerpt: Russell Investments provides OCIO services for institutional clients.


excerpt: Partners Capital acts as OCIO to endowments, foundations, and private clients.


entity_id: stan-miranda--founded--partners-capital

excerpt: Stan Miranda co-founded Partners Capital.


excerpt: Paul Dimitruk co-founded Partners Capital.


entity_type: signal

excerpt: Goldman Sachs prime-services-linked 2026 reporting said quant strategies were the most favored hedge fund strategy among surveyed allocators, with a net 23% planning increased exposure.


excerpt: Goldman Sachs prime-services-linked 2026 reporting said discretionary macro ranked close behind quant strategies, with a net 21% of allocators planning increased exposure.


excerpt: MarketWatch reported that endowments, foundations, and family offices were leading a shift toward quant funds among investors managing more than $1T combined.


excerpt: Business Insider reported Taproot Management received $250M backing from Canadian pension CPPIB for a lower-cost alpha-capture hedge fund model.


excerpt: Business Insider reported Taproot lost roughly 1% in its first six months and continued losses into early 2026, plus loss of research head/partner Kevin Merritt.


excerpt: Business Insider reported Goldman global head of capital introduction Kristin Kramer saying SMAs are making it easier to launch hedge funds; managers named in this context included Millennium, Qube, Squarepoint, and Schonfeld.


excerpt: Financial News London reported Societe Generale entered cash prime brokerage and is integrating cash equities and prime brokerage to support hedge fund client growth.


excerpt: Financial News London reported BNP Paribas has been scaling hedge fund work, including absorbing Credit Suisse hedge fund clients and acquiring Deutsche Bank prime brokerage.


excerpt: Financial News London reported UBS aims to improve its prime brokerage revenue rank, signalling competitive expansion in hedge fund servicing.


excerpt: Financial News London said prime brokerage revenue has surged because of high stock prices and the growing number and size of multi-strategy hedge funds.


entity_id: chatgpt

excerpt: General workplace AI usage reporting shows ChatGPT remains the largest AI assistant by tracked workplace usage, though institutional investor-specific tool share is not publicly broken out.


entity_id: google-gemini

excerpt: DeskTime workplace AI usage reporting showed Gemini as a major challenger to ChatGPT in 2026; Google AI search surfaces also shape answer visibility.


entity_id: claude

excerpt: DeskTime workplace AI usage reporting showed Claude gaining workplace share in 2026; finance users may also encounter Claude through research and coding workflows.


entity_id: perplexity

excerpt: Perplexity is a cited answer engine in AEO/GEO literature and is useful for source-backed discovery-style queries.


entity_id: google-ai-overviews

excerpt: Generative search research shows AI Overviews are generated for a large share of Google queries and retrieve sources differently from traditional Google search.


entity_id: bloomberg

excerpt: Bloomberg surveyed quantitative analysts on generative AI adoption and is developing structured data products for quant AI workflows.


entity_id: carbon-arc

excerpt: Business Insider described Carbon Arc, founded by former Point72 data executive Kirk McKeown, as focused on structuring datasets for easier AI ingestion.


entity_id: kirk-mckeown

excerpt: Former Point72 data executive and founder of Carbon Arc, referenced in quant generative-AI workflow reporting.


entity_id: angana-jacob

excerpt: Bloomberg global head of research data quoted on quant requirements for clean, structured, explainable data before generative AI integration.


entity_id: brunswick-group

excerpt: Brunswick Group report cited by Axios found institutional investors increasingly use AI-generated outputs in investment research.


entity_id: answer-engine-optimization

excerpt: AEO is the practice of optimizing content so answer engines and chatbots can directly parse, cite, and recommend it.


entity_id: generative-engine-optimization

excerpt: GEO is the practice of improving visibility and citation in generative search and AI-generated answer surfaces.


entity_id: semrush

excerpt: Semrush research on AI search reported many marketers lack integrated AI-search and SEO strategy, creating brand consistency risk.


entity_id: brightedge

excerpt: BrightEdge research reported Google AI Overviews and ChatGPT can express different sentiment toward brands, making answer-engine monitoring relevant.


entity_id: kirk-mckeown--founded--carbon-arc

excerpt: Former Point72 data executive Kirk McKeown founded Carbon Arc.


excerpt: Angana Jacob is Bloomberg's global head of research data.


excerpt: Brunswick/Axios reporting says institutional investors use AI outputs and IR messaging should be structured for chatbot regurgitation.


excerpt: ChatGPT is a key conversational answer surface for AEO/GEO monitoring.


excerpt: Gemini and Google AI search surfaces shape generative search visibility.


excerpt: Claude is a major workplace AI assistant surface to monitor for decision-maker research answers.


excerpt: Perplexity is an answer engine with citations and a discovery surface for source-backed recommendations.


excerpt: Google AI Overviews retrieve and present sources differently from traditional search.


excerpt: Semrush research describes AI-search visibility and brand consistency across web, social, YouTube, and Reddit signals.


excerpt: BrightEdge analyzes sentiment and brand mentions across Google AI Overviews and ChatGPT.


excerpt: WSJ reported JPMorgan, Goldman Sachs, Morgan Stanley, Citigroup, and other banks are selling QIS to pension funds, endowments, family offices, and wealthy individuals; the Murdock Trust shifted 3% of a $2.1B portfolio to Goldman-managed QIS.


excerpt: WSJ reported the Murdock Trust shifted 3% of its $2.1B portfolio to QIS managed by Goldman Sachs, with CIO Elmer Huh saying they lack conviction that fundamental managers can keep up with market speed.


excerpt: Financial News reported roughly 75% of new hedge fund launches are looking at SMAs, with allocators favoring customization and control.


excerpt: Axios reported Brunswick Group found 54% of institutional investors say AI outputs are an important part of their research; IR messaging should be easy for chatbots to regurgitate.


excerpt: Business Insider reported a Bloomberg survey of 151 quants found 54% had not yet integrated generative AI into investment workflows; Bloomberg cited data cleanliness, structure, explainability, and repeatability requirements.


excerpt: TechRadar summarized DeskTime data showing ChatGPT retained the largest tracked workplace AI usage share among power users in early 2026, with Gemini and Claude gaining.


excerpt: A 2026 empirical study found Google AI Overviews appear for 51.5% of representative real-user queries and retrieve sources substantially differently from traditional Google search.


excerpt: A 2026 LLM discovery study found Perplexity visibility was associated with traditional SEO and community/source presence in discovery-style queries.


excerpt: TechRadar summarized DeskTime data showing Claude gaining workplace AI usage share in 2026, though it is not allocator-specific.


excerpt: Business Insider reported Semrush found only 22% of US marketers had fully integrated AI-search and SEO strategy, and inconsistent cross-channel brand signals can hurt AI search visibility.


excerpt: Business Insider reported BrightEdge found Google AI Overviews were more likely than ChatGPT to express negative brand sentiment, with controversy, limitations, safety, and service failures as common triggers.


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

entity_id: faisal-baig

excerpt: Part 1


excerpt: Saudi Arabia


entity_id: yoshi-kiguchi


entity_id: pension-fund-of-japanese-corporations

excerpt: Japan


entity_id: hidetoshi-ono


entity_id: tsao-family-office


entity_id: carol-seah


entity_id: wynnes-family-group

excerpt: Asia-Pacific


entity_id: andrew-fisher

excerpt: Part 2


excerpt: Australia


entity_id: charles-hyde


entity_id: new-zealand-superannuation-fund

excerpt: New Zealand


entity_id: man-juttijudata


entity_id: thailand-government-pension-fund

excerpt: Thailand


entity_id: dr-ahmed-mansour


excerpt: UAE


entity_id: veiverne-yuen


entity_id: blauwpark-partners


entity_id: alex-chin

excerpt: Part 3


entity_id: generali-malaysia-insurance-group

excerpt: Malaysia


entity_id: elina-cherniavskaia


entity_id: mary-jane-fallon


entity_id: yong-kwee-soon


excerpt: Singapore


entity_id: henry-chau


entity_id: the-hong-kong-jockey-club-foundation

excerpt: Hong Kong


entity_id: ben-au

excerpt: Part 4


entity_id: ap-family-office


entity_id: fiona-nelson


entity_id: nasfund

excerpt: Papua New Guinea


entity_id: kosuke-okimori


entity_id: kewpie-pension-fund


entity_id: charles-wu


entity_id: state-super


entity_id: tuck-meng-yee


entity_id: jrt-partners


entity_id: kiyoshi-iwashina

excerpt: Part 5


entity_id: noritz-corporate-pension-fund


entity_id: shali-ligaretnam


entity_id: mark-rider


entity_id: brighter-super


excerpt: Chief Investment Officer


excerpt: Country Head for Japan


excerpt: Founder and Chief Executive Officer


excerpt: Head of Investment Strategy


excerpt: Head of Asset Allocation


excerpt: Senior Director, Strategic and Tactical Asset Allocation


excerpt: Group Chief Executive Officer


excerpt: Partner


excerpt: Director of the Investment Office


excerpt: Head of the Investment Office


excerpt: Head of Investments


excerpt: Executive Investment Director


excerpt: Investment Team Leader


excerpt: Chief Investment Officer and Founder


excerpt: Head of Investment Stewardship


entity_id: martin-longchamps

excerpt: 2025 Elite Private Equity Allocators Part 1


entity_id: scott-ramsower


entity_id: melissa-richlen


entity_id: woong-han


entity_id: christina-wu


entity_id: andrew-batsakis

excerpt: 2025 Elite Private Equity Allocators Part 2


entity_id: peter-keehn


entity_id: caitlin-mooney


entity_id: gbenga-oladeji


entity_id: william-choo


entity_id: dana-johns

excerpt: 2025 Elite Private Equity Allocators Part 3


entity_id: bruno-sollazzo


entity_id: al-kim


entity_id: tanya-kemp


entity_id: michael-aswad


entity_id: caisse-de-d-p-t-et-placement-du-qu-bec

excerpt: Canadian pension fund


entity_id: teacher-retirement-system-of-texas

excerpt: US public pension


excerpt: US foundation


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

excerpt: Korean insurance company


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


entity_id: university-of-sydney-endowment

excerpt: Australian university endowment


entity_id: allstate-investments

excerpt: US insurance company investment arm


entity_id: aaa-the-auto-club-group

excerpt: US auto club insurance


entity_id: johnson-johnson-pension-fund

excerpt: US corporate pension


entity_id: samsung-asset-management

excerpt: Korean asset management firm


entity_id: new-jersey-division-of-investment

excerpt: US state pension


entity_id: generali-insurance-group

excerpt: European insurance group


excerpt: US charitable trust


entity_id: robert-wood-johnson-foundation


excerpt: Executive Vice-President and Head of Private Equity and Private Credit


excerpt: Leader of Private Equity Funds Team


excerpt: Director of Private Equity


excerpt: Head of Private Equity and Private Debt Team


excerpt: Deputy Chief Investment Officer


excerpt: Leader of Private Equity and Venture Capital Program


excerpt: Leader of Private and Alternative Investment Portfolio


excerpt: Head of Alternative Investments


excerpt: Vice President and Head of Private Markets


excerpt: Leader of Private Equity Investment Team


excerpt: Head of Private Equity


excerpt: Group Head of Private Equity Investments


excerpt: Director of Investments


excerpt: Managing Director of Private Markets


excerpt: Managing Director of Private Investments


entity_id: stan-rupnik

excerpt: Executive Director and CIO at TRS Illinois Teachers Retirement System, $80.3B AUM, Springfield IL, 22yr tenure


entity_id: kimberly-sargent

excerpt: CIO at David and Lucile Packard Foundation, Los Altos CA, $9B AUM, 18yr tenure


entity_id: david-and-lucile-packard-foundation

excerpt: David and Lucile Packard Foundation endowment, Los Altos CA, $9B AUM


entity_id: jill-schurtz

excerpt: Executive Director and CIO at Minnesota State Board of Investment MSBI, $156B AUM, Minneapolis MN, 3yr tenure


entity_id: minnesota-state-board-of-investment

excerpt: MSBI Minnesota state investment board, Minneapolis MN, $156B AUM


entity_id: scott-simon

excerpt: CIO at Fire and Police Pension Association of Colorado FPPA, $8B AUM, Littleton CO, 18yr tenure, grew alternatives from 15% to 50%


excerpt: FPPA Colorado fire and police pension, Littleton CO, $8B AUM


entity_id: john-skjervem

excerpt: CIO at Utah Retirement Systems, $64B AUM, Salt Lake City UT, 4yr tenure


entity_id: utah-retirement-systems

excerpt: URS Utah Retirement Systems, Salt Lake City UT, $64B AUM


entity_id: craig-slaughter

excerpt: Executive Director and CIO at West Virginia Investment Management Board, $29B AUM, Charleston WV, 35yr tenure


excerpt: West Virginia Investment Management Board, Charleston WV, $29B AUM


entity_id: mark-steed

excerpt: CIO at Arizona Public Safety Personnel Retirement System PSPRS, $25.2B AUM, Phoenix AZ, 18yr tenure, AI-enabled workflows


excerpt: PSPRS Arizona, Phoenix AZ, $25.2B AUM, public safety pension


excerpt: Executive Director CIO


excerpt: CIO


excerpt: CalPERS history/source summaries state CalPERS had hedge fund exposure in 2013 and exited hedge funds in 2014 under CIO Ted Eliopoulos; the decision is often cited as a major public-pension hedge fund retrenchment.


excerpt: Universa source summary says CalPERS hired Universa for tail-risk hedging in 2017 and terminated Universa in 2020, citing cheaper and better alternatives.


excerpt: WSJ reported Armistice Capital locked investor money for 2025 after 2024 redemption requests of about $420M, then suffered a large Q1 2025 loss and further losses.


excerpt: Business Insider reported Viking Global lagged Tiger Cub peers in 2025 after longtime CIO Ning Jin left in 2024, with flagship fund trailing S&P 500 and peers.


excerpt: Business Insider reported Schonfeld macro co-head Mitesh Parikh stopped managing a book to focus on talent development after building a 60+ person macro/fixed-income unit.


excerpt: CT Insider reported Bridgewater cut 7% of workforce in January 2025 while reporting strong 2024 performance and broader evolution under CEO Nir Bar Dea.


excerpt: STRS Ohio source summary describes criticism of active management and estimated underperformance versus indexes from 2008 to 2021.


excerpt: Clarium source summary cites Bloomberg reporting that Clarium shrank about 90% after Peter Thiel's third losing year.


entity_id: darrel-pfeifauf

excerpt: VP of Asset Allocation and Risk at Advocate Health, iConnections Global Alts 2026 Advisory Board


entity_id: advocate-health

excerpt: Advocate Health healthcare system investment portfolio


entity_id: david-sheng

excerpt: MD of Hedge Funds at Aksia, iConnections Global Alts 2026 Advisory Board


entity_id: aksia

excerpt: Aksia investment consulting and due diligence firm


entity_id: marcus-frampton

excerpt: CIO at Alaska Permanent Fund Corporation, iConnections Global Alts 2026 Advisory Board


entity_id: john-claisse

excerpt: CEO of Albourne, iConnections Global Alts 2026 Advisory Board


entity_id: albourne

excerpt: Albourne investment consulting and advisory firm for allocators


entity_id: alissa-shipper

excerpt: MD of Public Markets at Bayshore Global Management, iConnections Global Alts 2026 Advisory Board


entity_id: bayshore-global-management

excerpt: Bayshore Global Management family office


entity_id: boris-raykin

excerpt: Director of Investments at Bowdoin College, iConnections Global Alts 2026 Advisory Board


entity_id: bowdoin-college-endowment

excerpt: Bowdoin College endowment, Brunswick ME


entity_id: jennifer-heller

excerpt: President and CIO at Brandywine Group Advisors, iConnections Global Alts 2026 Advisory Board


entity_id: brandywine-group-advisors

excerpt: Brandywine Group Advisors wealth management and family office


entity_id: preet-chawla

excerpt: MD of Investments at Carnegie Corporation of New York, iConnections Global Alts 2026 Advisory Board


entity_id: carnegie-corporation-of-new-york

excerpt: Carnegie Corporation of New York foundation endowment, New York NY


entity_id: kim-lew

excerpt: President and CEO of Columbia Investment Management Company, iConnections Global Alts 2026 Advisory Board


entity_id: columbia-investment-management-company

excerpt: Columbia University endowment investment management company, New York NY


entity_id: yan-kvitko

excerpt: MD of External Portfolio Management at CPP Investments, iConnections Global Alts 2026 Advisory Board


entity_id: catherine-ulozas

excerpt: SVP and CIO at Drexel University, iConnections Global Alts 2026 Advisory Board


entity_id: drexel-university-endowment

excerpt: Drexel University endowment, Philadelphia PA


entity_id: geeta-kapadia

excerpt: VP and CIO at Fordham University, iConnections Global Alts 2026 Advisory Board


entity_id: fordham-university-endowment

excerpt: Fordham University endowment, New York NY


entity_id: tracy-fong

excerpt: Partner at General Catalyst, iConnections Global Alts 2026 Advisory Board


entity_id: general-catalyst

excerpt: General Catalyst venture capital firm


entity_id: harshal-chaudhari

excerpt: President and CIO at GE Investment Management, 2025 Allocators Choice Corporate Pension CIO of Year, iConnections Global Alts 2026 Advisory Board


entity_id: ge-investment-management

excerpt: GE Investment Management corporate pension and investment portfolio, General Electric


entity_id: mark-attanasio

excerpt: Director of Alternative Investments at General Motors Asset Management, iConnections Global Alts 2026 Advisory Board


entity_id: general-motors-asset-management

excerpt: General Motors Asset Management corporate pension and investment portfolio


entity_id: paul-chai

excerpt: CIO at Kansas State University Foundation, iConnections Global Alts 2026 Advisory Board


entity_id: kansas-state-university-foundation

excerpt: Kansas State University Foundation endowment, Manhattan KS


entity_id: mario-therrien

excerpt: Head of Investment Funds and External Management at La Caisse (CDPQ), iConnections Global Alts 2026 Advisory Board


entity_id: paul-colonna

excerpt: President and CIO at Lockheed Martin Investment Management Company, iConnections Global Alts 2026 Advisory Board


excerpt: Lockheed Martin Investment Management Company corporate pension, Bethesda MD


entity_id: dan-quigley

excerpt: Senior Investment Manager at Michigan Department of Treasury, iConnections Global Alts 2026 Advisory Board


excerpt: Michigan Department of Treasury Investment Division, Lansing MI


entity_id: craig-lehner

excerpt: Senior Investment Officer at New York State Common Retirement Fund, iConnections Global Alts 2026 Advisory Board


entity_id: sanjay-mistry

excerpt: Head of Alternative Credit at Pension Protection Fund UK, iConnections Global Alts 2026 Advisory Board


entity_id: pension-protection-fund

excerpt: Pension Protection Fund UK, government-backed pension lifeboat fund, UK


entity_id: farouki-majeed

excerpt: CIO at School Employees Retirement System of Ohio SERS, iConnections Global Alts 2026 Advisory Board


excerpt: SERS Ohio School Employees Retirement System, Columbus OH


entity_id: anne-marie-fink

excerpt: CIO of Private Markets and Funds Alpha at SWIB State of Wisconsin Investment Board, iConnections Global Alts 2026 Advisory Board


entity_id: ashley-baum

excerpt: Director of Special Opportunities at Teacher Retirement System of Texas TRS, iConnections Global Alts 2026 Advisory Board


entity_id: meredith-jenkins

excerpt: CIO at Trinity Church Wall Street, iConnections Global Alts 2026 Advisory Board


entity_id: trinity-church-wall-street-endowment

excerpt: Trinity Church Wall Street endowment, New York NY


entity_id: brian-neale

excerpt: CIO at University of Nebraska Foundation, iConnections Global Alts 2026 Advisory Board


entity_id: university-of-nebraska-foundation

excerpt: University of Nebraska Foundation endowment, Lincoln NE


entity_id: raj-kohli

excerpt: Director of Credit and Multi-Asset Strategies at University Pension Plan, iConnections Global Alts 2026 Advisory Board


entity_id: university-pension-plan

excerpt: University Pension Plan UPP Ontario Canada, multi-university pension fund


entity_id: carlos-rangel

excerpt: CIO at W.K. Kellogg Foundation, iConnections Global Alts 2026 Advisory Board


excerpt: VP Asset Allocation and Risk


excerpt: MD Hedge Funds


excerpt: CIO


excerpt: CEO


excerpt: MD Public Markets


excerpt: Director Investments


excerpt: President and CIO


excerpt: MD Investments


excerpt: President and CEO


excerpt: MD External Portfolio Management


excerpt: SVP and CIO


excerpt: VP and CIO


excerpt: Partner


excerpt: Director Alternative Investments


excerpt: Head Investment Funds and External Management


excerpt: Senior Investment Manager


excerpt: Senior Investment Officer


excerpt: Head Alternative Credit


excerpt: CIO Private Markets and Funds Alpha


excerpt: Director Special Opportunities


excerpt: CIO


excerpt: Director Credit and Multi-Asset Strategies


entity_id: steve-davis

excerpt: CIO at Sacramento County Employees Retirement System SCERS, 2026 Allocators Choice finalist


excerpt: SCERS Sacramento County Employees Retirement System, Sacramento CA


entity_id: erick-russell

excerpt: State Treasurer of Connecticut, 2026 Allocators Choice finalist


entity_id: anurag-pandit

excerpt: CIO at ALSAC St. Jude Children's Research Hospital, 2026 Allocators Choice finalist Healthcare CIO


excerpt: Boston Children's Hospital investment portfolio, Boston MA


entity_id: adventhealth-investment-office

excerpt: AdventHealth healthcare system investment portfolio, Altamonte Springs FL


excerpt: Hackensack Meridian Health investment portfolio, Edison NJ


entity_id: jason-klein

excerpt: CIO at Memorial Sloan Kettering Cancer Center, 2026 Allocators Choice finalist


excerpt: Memorial Sloan Kettering Cancer Center investment portfolio, New York NY


entity_id: guardian-life-insurance

excerpt: Guardian Life Insurance investment portfolio, New York NY


entity_id: lincoln-financial-group

excerpt: Lincoln Financial Group insurance investment portfolio, Radnor PA


excerpt: New York Life Insurance investment portfolio, New York NY


entity_id: tc-wilson

excerpt: CIO at TDC Group Denmark, 2026 Allocators Choice finalist


entity_id: tdc-group-pension

excerpt: TDC Group pension fund Denmark


entity_id: protective-life

excerpt: Protective Life insurance investment portfolio, Birmingham AL


excerpt: New York-Presbyterian Hospital investment portfolio, New York NY


entity_id: anton-orlich

excerpt: MD at CalPERS, 2025 Allocators Choice Award for Leadership and Vision


entity_id: selective-insurance

excerpt: Selective Insurance investment portfolio, Branchville NJ


excerpt: Prudential Financial insurance investment management, Newark NJ


entity_id: agata-dornan

excerpt: Founder of Chepstow Lane Capital, European credit investing, $225M AUM, prior Soros Fund Management, II 2025 Rising Star


entity_id: chepstow-lane-capital

excerpt: Chepstow Lane Capital European credit hedge fund, $225M AUM, founded by Agata Dornan


entity_id: dan-mcmurtrie

excerpt: Co-Founder of Tyro Partners, value-oriented long-short equity, $300M AUM, II 2025 Rising Star


entity_id: tyro-partners

excerpt: Tyro Partners value-oriented long-short equity hedge fund, $300M AUM, founded 2015


entity_id: alex-draime

excerpt: Co-Founder of Tyro Partners with Dan McMurtrie, founded 2015


entity_id: dan-rasmussen

excerpt: Founder of Verdad Advisers, undervalued international small-cap and global macro market-neutral, $1B AUM, prior Bain Capital PE, II 2025 Rising Star


entity_id: verdad-advisers

excerpt: Verdad Advisers international small-cap value and global macro hedge fund, $1B AUM, Boston


entity_id: steve-secundo

excerpt: Senior Portfolio Strategist at Bridgewater Associates, Fordham/Wesleyan background, II 2025 Rising Star


entity_id: matthew-sharp

excerpt: Portfolio Manager at Viking Global Investors, consumer sector, prior Suvretta Capital, Carlyle, Credit Suisse, II 2025 Rising Star


excerpt: CIO


excerpt: Founder


excerpt: MD


excerpt: Founder, prior Soros Fund Management


entity_id: dan-mcmurtrie--founded--tyro-partners

excerpt: Co-Founder


entity_id: alex-draime--founded--tyro-partners


entity_id: dan-rasmussen--founded--verdad-advisers

excerpt: Founder, prior Bain Capital PE


excerpt: Senior Portfolio Strategist


excerpt: Portfolio Manager, consumer sector


entity_id: jack-ablin

excerpt: Chief Investment Officer at Cresset, $235B AUM, Chicago, Midwest


entity_id: cresset

excerpt: RIA, $235B AUM, Chicago


entity_id: john-apruzzese

excerpt: Chief Investment Officer and Partner at Evercore Wealth Management, $20B AUM, New York City


entity_id: evercore-wealth-management

excerpt: RIA, $20B AUM, New York City


entity_id: sandip-bhagat

excerpt: Chief Investment Officer at Whittier Trust Company, $20B AUM, Pasadena, Southern California


entity_id: whittier-trust-company

excerpt: RIA, $20B AUM, Pasadena, Southern California


entity_id: peter-boockvar

excerpt: Chief Investment Officer at OnePoint BFG Wealth Partners, $15B AUM, Parsippany, Tri-State


entity_id: onepoint-bfg-wealth-partners

excerpt: RIA (formerly Bleakley Financial Group), $15B AUM, Parsippany


entity_id: john-bullman

excerpt: Chief Investment Officer at LGT Financial Advisors, $455M AUM, Dallas, Texas


entity_id: lgt-financial-advisors

excerpt: RIA, $455M AUM, Dallas, Texas


entity_id: donald-calcagni

excerpt: Chief Investment Officer at Mercer Advisors, $96B AUM, Denver, Mountain States


entity_id: mercer-advisors

excerpt: RIA, $96B AUM, Denver


entity_id: timothy-calkins

excerpt: Co-Chief Investment Officer at Nottingham Advisors, $1.6B AUM, Buffalo, Tri-State


entity_id: nottingham-advisors

excerpt: RIA, $1.6B AUM, Buffalo


entity_id: keith-cardoza

excerpt: Chief Investment Officer and Principal at Brownson Rehmus & Foxworth, $4B AUM, Chicago, Midwest


entity_id: brownson-rehmus-foxworth

excerpt: RIA, $4B AUM, Chicago


entity_id: michael-crook

excerpt: Chief of Investments at Mill Creek Capital Advisors, $12B AUM, Philadelphia, Tri-State


entity_id: mill-creek-capital-advisors

excerpt: RIA, $12B AUM, Philadelphia


entity_id: cameron-dawson

excerpt: Chief Investment Officer at NewEdge Wealth, $30B AUM, New York City, Tri-State


entity_id: newedge-wealth

excerpt: RIA, $30B AUM, New York City


entity_id: elliot-dornbusch

excerpt: Founder, Chief Executive and Chief Investment Officer at CV Advisors, $13B AUM, Miami, Southeast


entity_id: cv-advisors

excerpt: RIA, ultra-wealthy families and family offices, $13B AUM, Miami


entity_id: michael-dow

excerpt: Chief of Investments, Chair of Investment Committee at Beacon Pointe Advisors, $40B AUM, Newport Beach, Southern California


entity_id: beacon-pointe-advisors

excerpt: RIA, $40B AUM, Newport Beach, Southern California


entity_id: matt-farrell

excerpt: Deputy Chief Investment Officer at WE Family Offices, $15B AUM, Miami, Southeast


entity_id: we-family-offices

excerpt: Multi-family office, $15B AUM, Miami


entity_id: jeffrey-garden

excerpt: Chief Investment Officer, Co-Chairman of Investment Committee at Lido Advisors, $29B AUM, Los Angeles, Southern California


entity_id: lido-advisors

excerpt: RIA, $29B AUM, Los Angeles


entity_id: kevin-grogan

excerpt: Chief Investment Officer of Systematic Strategies at Focus Partners Wealth, $182B AUM, St. Louis, Midwest


entity_id: focus-partners-wealth

excerpt: RIA (formerly Focus Financial), $182B AUM, St. Louis


entity_id: rafia-hasan

excerpt: Chief Investment Officer, Chair of Investment Committee at Perigon Wealth Management, $9B AUM, Chicago, Midwest


entity_id: perigon-wealth-management

excerpt: RIA, $9B AUM, San Francisco/Chicago


entity_id: jordan-kahn

excerpt: Chief Investment Officer, Chair of Investment Committee at HCR Wealth Advisors, $2B AUM, Los Angeles, Southern California


entity_id: hcr-wealth-advisors

excerpt: RIA, $2B AUM, Los Angeles


entity_id: andrew-kelsen

excerpt: Chief Investment Officer at Moneta, $42B AUM, Clayton, Midwest


entity_id: moneta

excerpt: RIA, $42B AUM, Clayton, MO


entity_id: joel-houck

excerpt: Chief Investment Officer at HB Wealth (previously Homrich Berg), $30B AUM, Washington D.C., Mid-Atlantic


entity_id: hb-wealth

excerpt: RIA (previously Homrich Berg), $30B AUM, Atlanta/Washington D.C.


entity_id: douglas-huber

excerpt: Deputy Chief Investment Officer at Wealth Enhancement Group, $136B AUM, Boston, New England


entity_id: wealth-enhancement-group

excerpt: RIA, $136B AUM


entity_id: erik-lehr

excerpt: Chief Investment Officer at Empirical Wealth Management, $9B AUM, Portland, Pacific Northwest


entity_id: empirical-wealth-management

excerpt: RIA, $9B AUM, Seattle


entity_id: bradford-long

excerpt: Managing Partner and Chief of Investments at Fiducient Advisors, $370B AUM, Chicago, Midwest


entity_id: fiducient-advisors

excerpt: RIA, $370B AUM, Chicago


entity_id: peter-lowden

excerpt: Chief Investment Officer at Syon Capital, $5.4B AUM, San Francisco, Northern California


entity_id: syon-capital

excerpt: RIA/family office, $5.4B AUM, San Francisco


entity_id: dhruv-maniktala

excerpt: Chief Investment Officer and Partner at True North Advisors, $4.5B AUM, Dallas, Texas


entity_id: true-north-advisors

excerpt: RIA, $4.5B AUM, Dallas


entity_id: andrew-mehalko

excerpt: Chief Investment Officer and Partner at FFT Wealth Management, $6B AUM, Palm Beach, Southeast


entity_id: fft-wealth-management

excerpt: RIA/multi-family office, $6B AUM, Philadelphia/Palm Beach


entity_id: kurt-nye

excerpt: Chief Investment Officer and Managing Partner at MAI Capital Management, $39B AUM, Cleveland, Ohio


entity_id: mai-capital-management

excerpt: RIA, $39B AUM, Cleveland


entity_id: benjamin-pace

excerpt: Partner and Chief Investment Officer at Cerity Partners, $159B AUM, New York City, Tri-State


entity_id: cerity-partners

excerpt: RIA, $159B AUM, New York City


entity_id: matt-krauss

excerpt: Partner and Chief Investment Officer at Corient, $225B AUM, Dallas, Texas


entity_id: corient

excerpt: RIA, $225B AUM


entity_id: tim-melly

excerpt: Chief Investment Officer at Dakota Wealth Management, $6.3B AUM, Palm Beach/Philadelphia, Tri-State


entity_id: dakota-wealth-management

excerpt: RIA, $6.3B AUM, Palm Beach Gardens, Florida


entity_id: peter-phillips

excerpt: SVP and Chief Investment Officer at Washington Trust Company, $2B AUM, Providence, New England


entity_id: washington-trust-company

excerpt: Wealth management, $2B AUM, Rhode Island


entity_id: ramesh-poola

excerpt: Co-Chief Investment Officer at Creative Planning, $390B AUM, Chicago, Midwest


entity_id: creative-planning

excerpt: RIA, $390B AUM, Overland Park, Kansas


entity_id: david-romhilt

excerpt: Founding Partner and Chief Investment Officer at Summit Trail Advisors, $26B AUM, New York City, Tri-State


entity_id: summit-trail-advisors

excerpt: RIA, $26B AUM, New York City


entity_id: michael-serio

excerpt: Chief Investment Officer at Trilogy Financial, $4.8B AUM, Denver, Mountain States


entity_id: trilogy-financial

excerpt: RIA, $4.8B AUM, Irvine, California


entity_id: alex-shahidi

excerpt: Managing Partner and Co-Chief Investment Officer at Evoke Advisors, $28B AUM, Los Angeles, Southern California


entity_id: evoke-advisors

excerpt: RIA, $28B AUM, Los Angeles


entity_id: michael-sluder

excerpt: Chief Investment Officer at The Family Office at Synovus, $8.4B AUM, Columbus Georgia, Southeast


entity_id: the-family-office-at-synovus

excerpt: Family office division of Synovus Trust Company, $8.4B AUM, Columbus Georgia


entity_id: eric-sterner

excerpt: Chief Investment Officer at Apollon Wealth Management, $8.6B AUM, Bridgewater New Jersey, Tri-State


entity_id: apollon-wealth-management

excerpt: RIA, $8.6B AUM, Charleston SC


entity_id: mark-thomas

excerpt: Managing Director and Chief Investment Officer at Greycourt, $23B AUM, Portland, Pacific Northwest


entity_id: greycourt

excerpt: RIA, $23B AUM, Pittsburgh


entity_id: michael-vogelzang

excerpt: Chief Investment Officer and Managing Director at CAPTRUST, $1T AUM, Boston, New England


entity_id: captrust

excerpt: RIA, $1T+ AUM, Raleigh NC


entity_id: lindsey-woodward-rafkind

excerpt: Co-Chief Investment Officer at Abacus Wealth Partners, $3.3B AUM, Santa Monica, Southern California


entity_id: abacus-wealth-partners

excerpt: RIA, $3.3B AUM, Santa Monica


entity_id: jim-worden

excerpt: Chief Investment Officer at Wealth Consulting Group, $5.4B-$6.5B AUM, Las Vegas, Mountain States


entity_id: wealth-consulting-group

excerpt: RIA, $5.4B AUM, Las Vegas


entity_id: wayne-yi

excerpt: Chief Investment Officer and Partner at Simon Quick Advisors, $7B AUM, New York, Tri-State


entity_id: simon-quick-advisors

excerpt: RIA, $7B AUM, New Jersey


entity_id: marc-zabicki

excerpt: Chief Investment Officer and Director of Research at LPL Financial, $2T AUM, San Diego, Southern California


entity_id: lpl-financial

excerpt: RIA/broker-dealer, $2T AUM, San Diego


entity_id: frank-brochin

excerpt: Chief Investment Officer of Family Office Services at Focus Partners Wealth, $181.8B AUM, New York, Tri-State


entity_id: jake-abbott

excerpt: Senior Investment Officer at SBCERA, $17.1B AUM, San Bernardino, Southern California


excerpt: Public pension fund, $17.1B AUM, San Bernardino


entity_id: chris-brechbuhler

excerpt: Deputy Chief Investment Officer at Public Employee Retirement System of Idaho (PERSI), $27.9B AUM, Boise, Mountain States


excerpt: Public pension fund (PERSI), $27.9B AUM, Boise


entity_id: mike-charette

excerpt: Deputy Chief Investment Officer at Municipal Employees Retirement System of Michigan (MERS), $20B AUM, Lansing, Michigan


excerpt: Public pension fund (MERS of Michigan), $20B AUM, Lansing


entity_id: cecelia-chen

excerpt: Senior Director of Investments at Carnegie Corporation of New York, $5B AUM, New York, Tri-State


entity_id: carnegie-corporation-of-new-york

excerpt: Foundation, $5B AUM, New York


entity_id: anthony-curtiss

excerpt: Deputy Chief Investment Officer at Employees Retirement System of Texas (ERS), $44B AUM, Austin, Texas


entity_id: employees-retirement-system-of-texas

excerpt: Public pension fund (ERS of TX), $44B AUM, Austin


entity_id: todd-elfman

excerpt: Managing Director of Investments at RWJBarnabas Health, $10B AUM, Jersey City, Tri-State


entity_id: rwjbarnabas-health

excerpt: Healthcare system investment portfolio, $10B AUM, Jersey City


entity_id: alexander-far

excerpt: Deputy Chief Investment Officer at Indiana Public Retirement System, $60.8B AUM, Indianapolis, Midwest


entity_id: indiana-public-retirement-system

excerpt: Public pension fund, $60.8B AUM, Indianapolis


entity_id: john-tuck

excerpt: Director of Private Equity and Alternatives at PSRS/PEERS Missouri, $66.4B AUM, Jefferson City, Midwest


excerpt: Public pension fund (PSRS/PEERS), $66.4B AUM, Jefferson City


entity_id: ghian-jones

excerpt: Deputy Chief Investment Officer at Teachers Retirement System of Illinois (TRS IL), $83.2B AUM, Chicago, Midwest


excerpt: Public pension fund (TRS IL), $83.2B AUM, Chicago


entity_id: tim-kane

excerpt: Senior Investment Officer at Oregon State Treasury (OPERF), $101.3B AUM, Portland, Pacific Northwest


excerpt: Public pension fund (OPERF), $101B+ AUM, Portland


entity_id: annika-kim

excerpt: Director of Special Situations and Office of the CIO at Texas Municipal Retirement System (TMRS), $47B AUM, Austin, Texas


entity_id: texas-municipal-retirement-system

excerpt: Public pension fund (TMRS), $47B AUM, Austin


entity_id: thomas-kim

excerpt: Deputy Chief Investment Officer at SBCERA, $17.4B AUM, San Bernardino, Southern California


entity_id: james-ko

excerpt: Deputy Chief Investment Officer at Arizona Public Safety Personnel Retirement System, $26.3B AUM, Phoenix, Southwest


excerpt: Public pension fund (PSPRS), $26.3B AUM, Phoenix


entity_id: jenny-koelle

excerpt: Senior Investment Officer for Public Markets at Illinois State Board of Investment (ISBI), $30B AUM, Chicago, Midwest


entity_id: illinois-state-board-of-investment

excerpt: Public pension fund (ISBI), $30B AUM, Chicago


entity_id: rob-macarthur

excerpt: Chief Risk Officer at UAW Retiree Medical Benefits Trust, $60B AUM, Ann Arbor, Michigan


entity_id: uaw-retiree-medical-benefits-trust

excerpt: Investment trust, $60B AUM, Ann Arbor


entity_id: ben-mahon

excerpt: Senior Investment Officer at Oregon Public Employees Retirement Fund (OPERF), $106B AUM, Portland, Pacific Northwest


entity_id: petya-nikolova

excerpt: Deputy Chief Investment Officer and Head of Infrastructure at NYC Pension Plans / Office of the Comptroller, $260B-$319B AUM, New York, Tri-State


excerpt: Public pension fund, $260B+ AUM, New York City


entity_id: nadia-oumata

excerpt: Investment Officer at Municipal Employees Annuity and Benefit Fund of Chicago (MEABF), $4.9B AUM, Chicago, Midwest


excerpt: Public pension fund (MEABF), $4.9B AUM, Chicago


entity_id: navyug-patel

excerpt: Deputy Chief Investment Officer at New York State Common Retirement Fund, $297B AUM, New York, Tri-State


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

excerpt: Public pension fund, $297B AUM, New York


entity_id: amit-thanki

excerpt: Senior Investment Officer at SBCERA, $17.2B AUM, San Bernardino, Southern California


entity_id: amy-hsiang-wei

excerpt: Senior Investment Officer for Fixed Income at Oregon State Treasury, $108B AUM, Portland, Pacific Northwest


entity_id: ian-wetzel

excerpt: Investment Officer for Real Assets at Employees Retirement System of the State of Hawaii, $25.6B AUM, Honolulu, Pacific Islands


excerpt: Public pension fund, $25.6B AUM, Honolulu


entity_id: ben-schuman

excerpt: Chief of Staff of Investments at Employees Retirement System of Texas (ERS), $45.2B AUM, Austin, Texas


entity_id: brian-miller

excerpt: Senior Investment Officer at Sacramento County Employees Retirement System (SCERS), $15.7B AUM, Sacramento, Northern California


excerpt: Public pension fund (SCERS), $15.7B AUM, Sacramento


entity_id: jim-donohue

excerpt: Deputy Chief Investment Officer at Sacramento County Employees Retirement System (SCERS), $15.6B AUM, Sacramento, Northern California


entity_id: brandon-turner

excerpt: Senior Portfolio Manager at Arizona Public Safety Personnel Retirement System, $26.7B AUM, Phoenix, Southwest


excerpt: CIO


excerpt: CIO and Partner


excerpt: Co-CIO


excerpt: CIO and Principal


excerpt: Chief of Investments


excerpt: Founder, CEO and CIO


excerpt: Chief of Investments, Chair of Investment Committee


excerpt: Deputy CIO


excerpt: CIO, Co-Chairman of Investment Committee


excerpt: CIO of Systematic Strategies


excerpt: CIO, Chair of Investment Committee


excerpt: Managing Partner and Chief of Investments


excerpt: CIO and Managing Partner


excerpt: Partner and CIO


excerpt: SVP and CIO


excerpt: Founding Partner and CIO


excerpt: Managing Partner and Co-CIO


excerpt: CIO


excerpt: Managing Director and CIO


excerpt: CIO and Managing Director


excerpt: Co-CIO


excerpt: CIO and Partner


excerpt: CIO and Director of Research


excerpt: CIO of Family Office Services


excerpt: Senior Investment Officer


excerpt: Deputy CIO


excerpt: Senior Director of Investments


excerpt: Managing Director of Investments


excerpt: Director of Private Equity and Alternatives


excerpt: Director of Special Situations and Office of the CIO


excerpt: Senior Investment Officer for Public Markets


excerpt: Chief Risk Officer


excerpt: Deputy CIO and Head of Infrastructure


excerpt: Investment Officer


excerpt: Senior Investment Officer for Fixed Income


excerpt: Investment Officer for Real Assets


excerpt: Chief of Staff of Investments


excerpt: Senior Portfolio Manager


entity_id: tci-fund-management

excerpt: Global equities, London-based, AUM $77B (2025), top performer 2025 with $18.9B gains


entity_id: millennium-management

excerpt: Multi-strategy pod structure, AUM $86.3B (2025), founded 1989, NYC


entity_id: citadel

excerpt: Multi-strategy/quant, AUM $65-67B, Chicago/NYC, one of most profitable funds in history


excerpt: Multi-strategy, AUM $45.7B (2025), NYSE: PTWO, Stamford CT


entity_id: d-e-shaw-group

excerpt: Quant/multi-strategy, AUM $85B, founded 1988, NYC


entity_id: coatue-management

excerpt: Tech growth, public L/S + private, AUM $40B+, founded by Philippe Laffont


entity_id: appaloosa-management

excerpt: Contrarian/opportunistic, AUM ~$15B, David Tepper family office


entity_id: two-sigma-investments

excerpt: Quant/AI/ML multi-asset, AUM $60-70B, NYC, founded 2001


entity_id: viking-global-investors

excerpt: Fundamental L/S + private, AUM $57B, Tiger Cub fund


entity_id: pershing-square-capital-management

excerpt: Concentrated long/activist, AUM ~$18-20B, William Ackman


entity_id: aqr-capital-management

excerpt: Factor/quant/multi-asset, AUM $189B, founded by Cliff Asness


entity_id: elliott-management

excerpt: Activist/event-driven/credit, AUM $79.8B, founded by Paul Singer


entity_id: tiger-global-management

excerpt: Tech growth public L/S + private, AUM $50B, Tiger Cub fund


entity_id: lone-pine-capital

excerpt: Long/short equity, AUM $19B, founded by Steve Mandel, Tiger Cub


entity_id: renaissance-technologies

excerpt: Quant/statistical arbitrage, AUM $92B, founded by Jim Simons


entity_id: bridgewater-associates

excerpt: Global macro/systematic, AUM $92B, Westport CT


entity_id: graham-capital-management

excerpt: Discretionary macro + systematic, AUM $21B, founded 1994, Rowayton CT, HQ; offices in West Palm Beach, NYC, London, Hong Kong


entity_id: rokos-capital-management

excerpt: Global macro, AUM $20B (capped), founded by Chris Rokos


excerpt: Long/short equity, AUM $30B+, founded by Dan Sundheim


entity_id: caxton-associates

excerpt: Global macro/multi-strategy, AUM $20B, Andrew Law


entity_id: perceptive-advisors

excerpt: Healthcare/biotech, Joseph Edelman


entity_id: element-capital-management

excerpt: Global macro, AUM $3B, Jeffrey Talpins


entity_id: schonfeld-strategic-advisors

excerpt: Multi-strategy, AUM $18B, Steven Schonfeld


entity_id: discovery-capital-management

excerpt: Global macro/emerging markets, Robert Citrone


entity_id: jericho-capital-asset-management

excerpt: Tech-focused L/S equity, AUM $9.6B+, Josh Resnick


entity_id: balyasny-asset-management

excerpt: Multi-PM/L/S equity, AUM $32B+, founded by Dmitry Balyasny


entity_id: sachem-head-capital-management

excerpt: Activist, Scott Ferguson


entity_id: tudor-investment-corp

excerpt: Global macro/multi-strategy, Paul Tudor Jones II


entity_id: whale-rock-capital-management

excerpt: Tech-focused L/S equity, AUM $10B, Alex Sacerdote


entity_id: third-point-llc

excerpt: Event-driven/activist, AUM $21.8B, Daniel Loeb


entity_id: glenview-capital-management

excerpt: Healthcare-focused L/S, Larry Robbins


entity_id: trian-fund-management

excerpt: Activist, Nelson Peltz


entity_id: marshall-wace

excerpt: L/S equity, AUM $62B, Paul Marshall and Ian Wace, London


entity_id: verdad-advisers

excerpt: Quantitative value/credit, founded by Dan Rasmussen


entity_id: ra-capital

excerpt: Biotech/healthcare, Peter Kolchinsky Managing Director


entity_id: janus-henderson-investors

excerpt: Multi-strategy asset manager, biotech PM Agustin Mohedas


entity_id: voxel-capital-partners

excerpt: New fund launch, Kevin Salimian founder


entity_id: surveyor-capital

excerpt: Multi-strategy pod at Citadel


entity_id: davidson-kempner-capital

excerpt: Event-driven/multi-strategy, AUM $37B, Anthony Yoseloff CIO


entity_id: baker-brothers-advisors

excerpt: Biotech/healthcare, AUM $23B, Felix and Julian Baker


entity_id: paulson-co

excerpt: Contrarian/alternative assets, AUM $3.5B, family office, John Paulson


entity_id: valueact-capital

excerpt: Activist/long-term governance, AUM $11B


entity_id: abrams-capital-management

excerpt: Deep value/concentrated, AUM $13.7B, David Abrams


entity_id: srs-investment-management

excerpt: Concentrated L/S equity, Karthik Sarma


entity_id: ark-invest

excerpt: Growth/disruptive innovation, AUM ~$50B peak, Cathie Wood


entity_id: takah-capital

excerpt: Quantitative, flagship: Takahē Global Quantitative Program, launched 2023, founders from Twoquants.com


entity_id: high-flyer-quant

excerpt: Long-only quant, AUM RMB 70B+, parent of DeepSeek, AI training platform Firefly, China


entity_id: minghong-investment

excerpt: Index enhancement, neutral, CTA, macro, AUM RMB 80-90B, China


entity_id: yanfu-investments

excerpt: Mid/low-frequency index enhancement, AUM RMB 76B, China


entity_id: ubiquant

excerpt: AI-driven index-enhanced, neutral, CTA, AUM RMB 70-80B, co-published Logic-RL with Microsoft Research Asia, China


entity_id: century-frontier

excerpt: Low-correlation strategies, AUM RMB 60-70B, China


entity_id: wizardquant

excerpt: Mid-frequency index enhancement, AUM RMB 55-60B, China


entity_id: lingjun-investment

excerpt: Index-enhanced, neutral, AUM RMB 50-60B, China


entity_id: chengqi-asset

excerpt: ML-driven neutral strategies, AUM RMB 45-55B, China


entity_id: blackwing-asset

excerpt: Equity quant + CTA, AUM RMB 40-50B, China


entity_id: medallion-fund

excerpt: Stat arb, market neutral, AUM $10-15B, internal Renaissance fund


entity_id: citadel-securities

excerpt: Market making/HFT, $446B gross, Chicago, Ken Griffin, ~25% of US equity volume


entity_id: jane-street

excerpt: Market making, ETF arb, options, NYC, acceptance rate below 1%


entity_id: hudson-river-trading

excerpt: HFT, algorithmic, NYC


entity_id: jump-trading

excerpt: HFT and systematic trading, equities and crypto, Chicago, FPGA hardware


entity_id: optiver

excerpt: Options market making, Amsterdam/Chicago/Sydney/London


entity_id: susquehanna-international-group

excerpt: Options market making, game theory culture


entity_id: imc-trading

excerpt: Market making, growing crypto presence, Amsterdam


entity_id: eton-park

excerpt: Closed 2017, founded by Eric Mindich (Goldman Sachs veteran)


entity_id: hivemind

excerpt: Digital assets/crypto, Matt Zhang Founder and Managing Partner


entity_id: wincent

excerpt: Senior Director Paul Howard


entity_id: alaska-permanent-fund-corporation

excerpt: Sovereign wealth fund, CIO Marcus Frampton


entity_id: cpp-investments

excerpt: Canadian pension, MD External Portfolio Management Yan Kvitko


entity_id: la-caisse

excerpt: Canadian pension CDPQ, Mario Therrien Head of Investment Funds


entity_id: florida-state-board-of-administration

excerpt: State pension, CIO Lamar Taylor


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

excerpt: State pension, Craig Lehner Senior Investment Officer


entity_id: teacher-retirement-system-of-texas

excerpt: State pension, Ashley Baum Director Special Opportunities


excerpt: State pension, CIO Farouki Majeed


entity_id: university-of-nebraska-foundation

excerpt: Endowment, CIO Brian Neale


entity_id: columbia-investment-management-company

excerpt: University endowment, Kim Lew President & CEO


entity_id: fordham-university

excerpt: Endowment, Geeta Kapadia VP & CIO


entity_id: drexel-university

excerpt: Endowment, Catherine Ulozas SVP & CIO


entity_id: carnegie-corporation-of-new-york

excerpt: Foundation, Preet Chawla MD Investments


entity_id: bowdoin-college

excerpt: Endowment, Boris Raykin Director Investments


excerpt: Corporate pension, Paul Colonna President & CIO


entity_id: ge-investment-management

excerpt: Corporate pension, Harshal Chaudhari President & CIO


entity_id: general-motors-asset-management

excerpt: Corporate pension, Mark Attanasio Director Alternative Investments


entity_id: w-k-kellogg-foundation

excerpt: Foundation, CIO Carlos Rangel


entity_id: trinity-church-wall-street

excerpt: Endowment, CIO Meredith Jenkins


entity_id: swib

excerpt: State of Wisconsin Investment Board, Anne-Marie Fink CIO Private Markets & Funds Alpha


entity_id: brandywine-group-advisors

excerpt: Fund of funds, Jennifer Heller President & CIO


entity_id: aksia

excerpt: Investment advisory, David Sheng MD Hedge Funds


entity_id: albourne

excerpt: Investment advisory, Dr. John Claisse CEO


entity_id: bayshore-global-management

excerpt: Family office, Alissa Shipper MD Public Markets


entity_id: advocate-health

excerpt: Healthcare system, Darrel Pfeifauf VP Asset Allocation & Risk


entity_id: michigan-department-of-treasury

excerpt: State pension, Dan Quigley Senior Investment Manager


entity_id: pension-protection-fund

excerpt: UK pension, Sanjay Mistry Head Alternative Credit


entity_id: university-pension-plan

excerpt: Canadian pension, Raj Kohli Director Credit & Multi-Asset


entity_id: kansas-state-university-foundation

excerpt: Endowment, Paul Chai CIO


entity_id: general-catalyst

excerpt: VC firm, Tracy Fong Partner on advisory board


entity_id: chris-hohn

excerpt: Founder TCI Fund Management; earned $4.9B in 2025, $2.9B in 2023; London


entity_id: israel-englander

excerpt: Founder Millennium Management; earned $4B in 2025, $3.5B in 2024; AUM $86.3B


entity_id: kenneth-griffin

excerpt: Founder Citadel; earned $3.3B in 2024, $2.6B in 2023; also Citadel Securities


entity_id: steven-cohen

excerpt: Founder Point72 Asset Management; earned $4B in 2025, $3.2B in 2024


entity_id: philippe-laffont

excerpt: Founder Coatue Management; earned $1.8B in 2025, $1.9B in 2024, $1.4B in 2023; 2026 Rising Star context


entity_id: david-tepper

excerpt: Founder Appaloosa Management; earned $3.3B in 2025, $1.7B in 2024, $2.3B in 2023


entity_id: david-shaw

excerpt: Founder D.E. Shaw Group, 1988; earned $2B in 2025, $1.6B in 2024, $750M in 2023


entity_id: chris-rokos

excerpt: Founder Rokos Capital Management; AUM $20B; earned $1.4B in 2025, $1.4B in 2024


entity_id: dan-sundheim

excerpt: Founder D1 Capital Partners; AUM $30B+; earned $1.4B in 2025, $375M in 2024


entity_id: william-ackman

excerpt: Founder Pershing Square Capital Management; earned $1.1B in 2025, $550M in 2024


entity_id: andrew-law

excerpt: Caxton Associates CEO; AUM $20B; earned $915M in 2025, $425M in 2024


entity_id: joseph-edelman

excerpt: Founder Perceptive Advisors; earned $900M in 2025, $275M in 2023


entity_id: jeffrey-talpins

excerpt: Founder Element Capital Management; AUM $3B; earned $900M in 2025, $405M in 2024


entity_id: chase-coleman

excerpt: Founder Tiger Global Management; AUM $50B; earned $800M in 2025, $1.3B in 2024; Tiger Cub


entity_id: o-andreas-halvorsen

excerpt: Co-Founder Viking Global Investors; AUM $57B; earned $800M in 2025, $800M in 2023; Tiger Cub


entity_id: stephen-mandel-jr

excerpt: Founder Lone Pine Capital; AUM $19B; earned $800M in 2025, $1.1B in 2024, $500M in 2023; Tiger Cub


entity_id: paul-singer

excerpt: Founder Elliott Management; AUM $79.8B; earned $800M in 2025, $1B in 2024


entity_id: robert-citrone

excerpt: Founder Discovery Capital Management; earned $750M in 2025, $695M in 2024


entity_id: josh-resnick

excerpt: Founder Jericho Capital Asset Management; AUM $9.6B+; earned $650M in 2025, $475M in 2024


entity_id: dmitry-balyasny

excerpt: Founder Balyasny Asset Management; AUM $32B+; earned $640M in 2025, $420M in 2024


entity_id: scott-ferguson

excerpt: Founder Sachem Head Capital Management; earned $600M in 2025


entity_id: cliff-asness

excerpt: Founding Principal AQR Capital Management; AUM $189B; earned $560M in 2025


entity_id: steven-schonfeld

excerpt: Founder Schonfeld Strategic Advisors; AUM $18B; earned $560M in 2025, $575M in 2024


entity_id: paul-tudor-jones-ii

excerpt: Founder Tudor Investment Corp.; earned $500M in 2025, $390M in 2024


entity_id: alex-sacerdote

excerpt: Founder Whale Rock Capital Management; AUM $10B; earned $470M in 2025


entity_id: dan-loeb

excerpt: Founder Third Point LLC; AUM $21.8B; earned $400M in 2024


entity_id: john-overdeck

excerpt: Co-Founder Two Sigma Investments; Math Olympiad medalist; stepped down as co-CEO 2024


entity_id: david-siegel

excerpt: Co-Founder Two Sigma Investments; MIT PhD computer scientist; stepped down as co-CEO 2024


entity_id: jim-simons

excerpt: Founder Renaissance Technologies; mathematician; deceased 2024; earned $1.3B in 2023


entity_id: ray-dalio

excerpt: Founder Bridgewater Associates; earned $400M in 2023


entity_id: larry-robbins

excerpt: Founder Glenview Capital Management; earned $330M in 2023


entity_id: nelson-peltz

excerpt: Co-Founder Trian Fund Management; earned $325M in 2023


entity_id: paul-marshall

excerpt: Co-Founder Marshall Wace; AUM $62B; earned $250M in 2023


entity_id: ian-wace


entity_id: karthik-sarma

excerpt: Founder SRS Investment Management; earned $600M in 2023


entity_id: kenneth-tropin

excerpt: Founder & Chairman Graham Capital Management; named 2026 II Lifetime Achievement Award winner; prior CEO John W. Henry & Co.; AUM $21B


entity_id: max-cook

excerpt: Sector Head Industrials/Energy/AI Labs/Hyperscalers/Software at Coatue Management; 2026 Rising Star; joined 2022 as analyst


entity_id: agustin-mohedas

excerpt: Biotech PM at Janus Henderson Investors; 2026 Rising Star


entity_id: peter-kolchinsky

excerpt: Managing Director at RA Capital; 2026 Rising Star context


entity_id: greg-obenshain

excerpt: Partner and Head of Credit at Verdad Advisers; 2026 Rising Star


entity_id: dan-rasmussen

excerpt: Founder Verdad Advisers; 2026 Rising Star context


entity_id: kevin-salimian

excerpt: Founder of new fund Voxel Capital Partners; 2026 Rising Star


entity_id: oliver-simon

excerpt: Head of AIA Labs Macro Trading Strategy at Bridgewater Associates; 2026 Rising Star


entity_id: greg-jensen

excerpt: Co-CIO at Bridgewater Associates


entity_id: mackenzie-snyder

excerpt: Head of Business Development at Surveyor Capital (Citadel); 2026 Rising Star


entity_id: anthony-yoseloff

excerpt: Chief Investment Officer at Davidson Kempner Capital; AUM $37B


entity_id: felix-baker

excerpt: Co-Founder Baker Brothers Advisors; PhD Immunology; AUM $23B


entity_id: julian-baker

excerpt: Co-Founder Baker Brothers Advisors; Harvard AB; AUM $23B


entity_id: scott-schroeder

excerpt: Partner at Balyasny Asset Management


entity_id: taylor-o-malley

excerpt: President at Balyasny Asset Management


entity_id: brian-olson

excerpt: Partner at Viking Global Investors


entity_id: david-ott


entity_id: david-abrams

excerpt: Founder Abrams Capital Management; AUM $13.7B


entity_id: john-paulson

excerpt: Founder Paulson & Co.; AUM $3.5B; now family office


entity_id: cathie-wood

excerpt: Founder ARK Invest; disruptive innovation


entity_id: ken-fisher

excerpt: Founder Fisher Investments 1979; AUM $387B


entity_id: moritz-seibert

excerpt: Co-Founder Takahē Capital; previously ran Twoquants.com since 2018


entity_id: moritz-heiden

excerpt: Co-Founder Takahē Capital; previously ran Twoquants.com


entity_id: liang-wenfeng

excerpt: Founder High-Flyer Quant; built Firefly AI training platform; incubated DeepSeek 2023


entity_id: qiu-huiming

excerpt: Founder Minghong Investment; China quant fund AUM RMB 80-90B


entity_id: gao-kang

excerpt: Founder Yanfu Investments; studied MIT, previously at Two Sigma; AUM RMB 76B


entity_id: wang-chen

excerpt: Co-Founder Ubiquant; AUM RMB 70-80B; China


entity_id: yao-qicong


entity_id: chen-jiaxin

excerpt: Founder Century Frontier; AUM RMB 60-70B; China


entity_id: zhang-daqing

excerpt: Founder WizardQuant; retired 2023; AUM RMB 55-60B


entity_id: xu-yuzhi

excerpt: CIO WizardQuant; took over after Zhang Daqing retired 2023


entity_id: cai-meijie

excerpt: Co-Founder Lingjun Investment; AUM RMB 50-60B; China


entity_id: ma-zhiyu


entity_id: he-wenqi

excerpt: Founder Chengqi Asset; ML-driven strategies; AUM RMB 45-55B; China


entity_id: chen-zehao

excerpt: Co-Founder Blackwing Asset; equity quant + CTA; AUM RMB 40-50B; China


entity_id: zou-yitian


entity_id: marc-rowan

excerpt: CEO Apollo Group (Apollo Global Management)


entity_id: paul-howard

excerpt: Senior Director at Wincent; Hedgeweek Funds of the Future US 2025 speaker


entity_id: matt-zhang

excerpt: Founder and Managing Partner at Hivemind (digital assets hedge fund); Hedgeweek speaker


entity_id: sandeep-varma

excerpt: CEO and Co-founder Equity Data Science (EDS); Hedgeweek speaker


entity_id: scott-shleifer

excerpt: Partner at Tiger Global Management; earned $700M in 2023


entity_id: claire-brown

excerpt: Founder Aristides Capital (Louisville KY); lost investor 2026 due to political disagreements


entity_id: marcus-frampton

excerpt: CIO Alaska Permanent Fund Corporation; iConnections Global Alts 2026 advisory board


entity_id: jennifer-heller

excerpt: President & CIO Brandywine Group Advisors; iConnections advisory board


entity_id: kim-lew

excerpt: President & CEO Columbia Investment Management Company; iConnections advisory board


entity_id: lamar-taylor

excerpt: CIO Florida State Board of Administration; iConnections advisory board


entity_id: yan-kvitko

excerpt: MD External Portfolio Management CPP Investments; iConnections advisory board


entity_id: mario-therrien

excerpt: Head Investment Funds & External Management La Caisse; iConnections advisory board


entity_id: paul-colonna

excerpt: President & CIO Lockheed Martin Investment Management; iConnections advisory board


entity_id: harshal-chaudhari

excerpt: President & CIO GE Investment Management; iConnections advisory board


entity_id: anne-marie-fink

excerpt: CIO Private Markets & Funds Alpha SWIB; iConnections advisory board


entity_id: farouki-majeed

excerpt: CIO School Employees Retirement System of Ohio; iConnections advisory board


entity_id: meredith-jenkins

excerpt: CIO Trinity Church Wall Street; iConnections advisory board


entity_id: brian-neale

excerpt: CIO University of Nebraska Foundation; iConnections advisory board


entity_id: carlos-rangel

excerpt: CIO W.K. Kellogg Foundation; iConnections advisory board


entity_id: ashley-baum

excerpt: Director Special Opportunities Teacher Retirement System of Texas; iConnections advisory board


entity_id: craig-lehner

excerpt: Senior Investment Officer New York State Common Retirement Fund; iConnections advisory board


entity_id: darrel-pfeifauf

excerpt: VP Asset Allocation & Risk Advocate Health; iConnections advisory board


entity_id: david-sheng

excerpt: MD Hedge Funds Aksia; iConnections advisory board


entity_id: dr-john-claisse

excerpt: CEO Albourne; iConnections advisory board


entity_id: alissa-shipper

excerpt: MD Public Markets Bayshore Global Management; iConnections advisory board


entity_id: boris-raykin

excerpt: Director Investments Bowdoin College; iConnections advisory board


entity_id: preet-chawla

excerpt: MD Investments Carnegie Corporation of New York; iConnections advisory board


entity_id: catherine-ulozas

excerpt: SVP & CIO Drexel University; iConnections advisory board


entity_id: geeta-kapadia

excerpt: VP & CIO Fordham University; iConnections advisory board


entity_id: tracy-fong

excerpt: Partner General Catalyst; iConnections advisory board


entity_id: mark-attanasio

excerpt: Director Alternative Investments General Motors Asset Management; iConnections advisory board


entity_id: paul-chai

excerpt: CIO Kansas State University Foundation; iConnections advisory board


entity_id: dan-quigley

excerpt: Senior Investment Manager Michigan Department of Treasury; iConnections advisory board


entity_id: sanjay-mistry

excerpt: Head Alternative Credit Pension Protection Fund; iConnections advisory board


entity_id: raj-kohli

excerpt: Director Credit & Multi-Asset University Pension Plan; iConnections advisory board


entity_id: aristides-capital

excerpt: Louisville KY, founded by Claire Brown; lost investor 2026 due to political disagreements


entity_id: apollo-global-management

excerpt: Alternative asset manager, Marc Rowan CEO


entity_id: equity-data-science

excerpt: EDS, investment technology/hedge fund, Sandeep Varma CEO/Co-Founder


entity_id: fisher-investments

excerpt: Independent RIA, AUM $387B, Ken Fisher founder 1979


excerpt: Founder


excerpt: Founder, Chairman & CEO


entity_id: kenneth-griffin--founded--citadel

excerpt: Founder & CEO


excerpt: Sector Head, Industrials/Energy/AI


entity_id: david-shaw--founded--d-e-shaw-group

excerpt: Founder, 1988


excerpt: Co-Founder


excerpt: Co-Founder/CIO, Tiger Cub


excerpt: Partner


excerpt: Managing & Founding Principal


excerpt: Founder, President & Co-CEO


excerpt: Founder, Tiger Cub


excerpt: Founder, mathematician


excerpt: Co-CIO


excerpt: Head of AIA Labs Macro Trading Strategy


excerpt: Founder & Chairman, 1994


excerpt: Founder/CIO


excerpt: CEO


excerpt: Founder


excerpt: Founder & Managing Partner


excerpt: President


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

excerpt: Founder & CEO


entity_id: ian-wace--co-founded--marshall-wace


entity_id: dan-rasmussen--founded--verdad-advisers


excerpt: Partner, Head of Credit


excerpt: Managing Director


excerpt: Biotech PM and Research Analyst


excerpt: Head of Business Development


excerpt: CIO


excerpt: Co-Founder


entity_id: john-paulson--founded--paulson-co


entity_id: cathie-wood--founded--ark-invest

excerpt: Founder & CIO


entity_id: ken-fisher--founded--fisher-investments

excerpt: Founder, 1979


entity_id: gao-kang--founded--yanfu-investments

excerpt: Founder, ex-Two Sigma


entity_id: wang-chen--co-founded--ubiquant


entity_id: yao-qicong--co-founded--ubiquant


entity_id: chen-jiaxin--founded--century-frontier


entity_id: zhang-daqing--founded--wizardquant

excerpt: Founder, retired 2023


excerpt: CIO, successor to Zhang Daqing


entity_id: he-wenqi--founded--chengqi-asset


entity_id: chen-zehao--co-founded--blackwing-asset


entity_id: zou-yitian--co-founded--blackwing-asset


excerpt: Senior Director


entity_id: matt-zhang--founded--hivemind


excerpt: CEO & Co-Founder


excerpt: Founder


excerpt: Previously at Two Sigma before founding Yanfu


excerpt: President & CIO


excerpt: President & CEO


excerpt: MD External Portfolio Management


excerpt: Head Investment Funds & External Management


excerpt: CIO Private Markets & Funds Alpha


excerpt: Director Special Opportunities


excerpt: Senior Investment Officer


excerpt: VP Asset Allocation & Risk


excerpt: MD Hedge Funds


excerpt: CEO


excerpt: MD Public Markets


excerpt: Director Investments


excerpt: MD Investments


excerpt: SVP & CIO


excerpt: VP & CIO


excerpt: Partner


excerpt: Director Alternative Investments


excerpt: CIO


excerpt: Senior Investment Manager


excerpt: Head Alternative Credit


excerpt: Director Credit & Multi-Asset


excerpt: Surveyor Capital is a pod within Citadel


excerpt: Internal fund of Renaissance Technologies


entity_id: government-pension-investment-fund-gpif

excerpt: Pension fund, $1.87T AUM, Tokyo, Japan. 5% alternatives cap, infrastructure, real estate, PE allocations.


entity_id: national-pension-service-nps

excerpt: Pension fund, $920B AUM, Jeonju, South Korea. PE, venture, real estate, hedge fund allocations.


entity_id: cpp-investments-cppib

excerpt: Pension fund, $577B AUM, Toronto, Canada. 50%+ alternatives, direct PE, real assets, credit. $143.86B PE committed.


entity_id: calpers

excerpt: Pension fund, $556B AUM, Sacramento, CA. PE (17.7%), private credit, real estate. $83.5B PE committed. Considering hedge fund re-entry.


entity_id: abp

excerpt: Pension fund, €520B AUM, Heerlen, Netherlands. Managed by APG Asset Management. Deep alternatives program.


entity_id: cdpq

excerpt: Pension fund, $517B AUM, Montreal, Canada. Large direct PE and infrastructure deals.


entity_id: zenkyoren

excerpt: Pension fund, $500B AUM, Tokyo, Japan. PE, real estate, infrastructure, hedge funds.


entity_id: nssf-china

excerpt: Pension fund, $415B AUM, Beijing, China. 14% alternatives allocation.


entity_id: calstrs

excerpt: Pension fund, $402B AUM, West Sacramento, CA. PE ($52B), real estate ($48B). $53.7B PE committed. Largest educator-only pension in world.


entity_id: tiaa

excerpt: Insurance/pension, $380B AUM, New York, NY. Real estate equity, PE, infrastructure, farmland, timber.


entity_id: australiansuper

excerpt: Pension fund, $310B AUM, Melbourne, Australia. In-house PE, infrastructure, real estate, credit teams.


entity_id: pfzw

excerpt: Pension fund, $310B AUM, Zeist, Netherlands. Assets managed by PGGM. Active alternatives investor.


entity_id: pggm

excerpt: Pension fund/asset manager, $300B AUM, Zeist, Netherlands. PE, real estate, infrastructure, credit.


entity_id: nyc-retirement-systems

excerpt: Pension fund, $295B AUM, New York, NY. PE (9%), real estate (6.2%), infrastructure (3.1%).


entity_id: florida-sba

excerpt: Pension fund, $277B AUM, Tallahassee, FL. Diversified alternatives portfolio.


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

excerpt: Pension fund, $273B AUM, Albany, NY. PE (14.9%), real estate/real assets (14.1%). Known PE LP.


entity_id: psp-investments

excerpt: Pension fund, $245B AUM, Montreal, Canada. Direct PE, infrastructure, real estate, natural resources.


entity_id: washington-state-investment-board-wsib

excerpt: Pension fund, $231B AUM, Olympia, WA. PE ($52B), 40% private markets allocation.


entity_id: ontario-teachers-pension-plan-otpp

excerpt: Pension fund, $279B AUM, Toronto, Canada. Pioneered direct PE and infrastructure investing. 40-60% alternatives.


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

excerpt: Pension fund, $225B AUM, Austin, TX. PE (12%), real estate (15%). Influential hedge fund allocator.


excerpt: Pension fund, $155B AUM, Madison, WI. PE, real estate, infrastructure, hedge funds. $156B pool.


entity_id: omers

excerpt: Pension fund, $145B AUM, Toronto, Canada. Direct PE, infrastructure, real estate.


entity_id: hoopp

excerpt: Pension fund, $132B AUM, Toronto, Canada. PE, private credit, real estate, infrastructure.


entity_id: minnesota-state-board-of-investment

excerpt: Pension fund, $130B AUM, St. Paul, MN. PE, real estate, infrastructure.


entity_id: virginia-retirement-system

excerpt: Pension fund, $123B AUM, Richmond, VA. PE ($20B), credit ($19B), real assets.


entity_id: oregon-investment-council-oic

excerpt: Pension fund, $100B+ AUM, Salem, OR. PE since 1980s. Invested $900M in Bridgewater Associates.


entity_id: uss

excerpt: Pension fund, $95B AUM, Liverpool, UK. PE, infrastructure, private credit.


entity_id: alaska-permanent-fund-corporation-apfc

excerpt: Sovereign wealth fund, $88.8B AUM, Alaska, USA. Public equities, fixed income, real estate, PE, infrastructure.


entity_id: utimco

excerpt: Endowment manager, $88B AUM, Austin, TX. Manages UT and Texas A&M systems. Allocated $300M to hedge fund in March 2026.


entity_id: colorado-pera

excerpt: Pension fund, $67B AUM, Denver, CO. PE, real estate, real assets.


entity_id: samruk-kazyna

excerpt: Sovereign wealth fund, $69B AUM, Kazakhstan. Oil/gas, uranium, railways, airlines; economic modernization.


excerpt: Pension fund, $75B AUM, Nashville, TN. Fully funded. PE, diversified alternatives.


entity_id: ohio-opers

excerpt: Pension fund, $72B AUM, Columbus, OH. $10B alternatives program.


entity_id: texas-permanent-school-fund

excerpt: Sovereign wealth fund / endowment, $60.6-68B AUM, Texas, USA. Oldest US endowment (1854). Public equities, fixed income, real estate, alternatives.


entity_id: arizona-state-retirement-system

excerpt: Pension fund, $50B AUM, Phoenix, AZ. $8B PE allocation, mid-market focus.


entity_id: boeing-pension-fund

excerpt: Corporate pension fund, $49B AUM, Chicago, IL. Diversified alternatives portfolio.


entity_id: tcdrs

excerpt: Pension fund, $51B AUM, Austin, TX. Credit strategies ($350M committed in 2025).


entity_id: shell-pension-fund

excerpt: Corporate pension fund, $40B AUM, The Hague, Netherlands. Goldman Sachs Asset Management as OCIO (2025).


entity_id: los-angeles-fire-police-pensions

excerpt: Pension fund, $34B AUM, Los Angeles, CA. PE, direct lending, credit strategies.


entity_id: montana-board-of-investments

excerpt: Pension fund, $16B AUM, Helena, MT. PE, real estate ($332M new commitments in 2025).


excerpt: Pension fund, Bakersfield, CA. Hiked target hedge fund allocation in June 2026. Hedge fund revival participant.


excerpt: Pension fund, Illinois. Terminated hedge fund manager from long volatility portfolio for underperformance in June 2026.


entity_id: massachusetts-prim

excerpt: Pension fund, Massachusetts. LP in Thoma Bravo, PGIM. Named allocator to PE and alternatives.


excerpt: Pension fund, Florida. LP in Thoma Bravo ($2.9B across 3 funds with 13 pensions).


entity_id: texas-county-district-retirement-system

excerpt: Pension fund, Texas. LP in Ares Management.


entity_id: harvard-management-company-hmc

excerpt: Endowment, $56.9B AUM, Cambridge, MA. 41% PE, 31% hedge funds (16% uncorrelated, 9% long-short, 3% multi-strategy, 3% credit). 11.9% return FY2025.


entity_id: yale-investments-office

excerpt: Endowment, $44.1B AUM, New Haven, CT. 22% hedge funds, 24% venture capital, 20% PE. Pioneered diversified-alternatives model. 11.1% FY2025 return.


entity_id: stanford-management-company

excerpt: Endowment, $40.8B AUM, Stanford, CA. Large PE, VC, real assets. 14.3% FY2025 return.


entity_id: princeton-investment-company-princo

excerpt: Endowment, $36.4B AUM, Princeton, NJ. PE, venture, real assets. Outsourced manager model. 11% FY2025 return.


entity_id: mitimco

excerpt: Endowment, $27.4B AUM, Cambridge, MA. Diversified alternatives. 14.8% FY2025 return. 10.7% 10-year annualized.


entity_id: penn-office-of-investments

excerpt: Endowment, $24.8B AUM, Philadelphia, PA. PE, venture, hedge funds. Includes $5.3B health system assets. 12.2% FY2025.


entity_id: kaust-investment-management

excerpt: Endowment, $23.5B AUM, Saudi Arabia. Equities, real estate, alternatives. $10B government seed.


entity_id: university-of-michigan

excerpt: Endowment, $21.2B AUM, Ann Arbor, MI. 15.5% FY2025 return (sector-leading). AI and crypto positions. 33% VC, 11% PE, 13% hedge funds.


entity_id: notre-dame-investment-office

excerpt: Endowment, $20.4B AUM, Notre Dame, IN. Alternatives-heavy. 13.6% FY2025 return.


entity_id: columbia-investment-management-company

excerpt: Endowment, $15.9B AUM, New York, NY. Private markets focused. 12.4% FY2025.


entity_id: uvimco

excerpt: Endowment, $15.5B AUM, Charlottesville, VA. Increased PE/public equity FY2025.


excerpt: Endowment, $15.2B AUM, Evanston, IL. 6.7% FY2025 growth.


entity_id: washu-investment-management

excerpt: Endowment, $14.5B AUM, St. Louis, MO. Multi-asset diversified. 14.7% FY2025.


entity_id: johns-hopkins-investment-office

excerpt: Endowment, $13.2B AUM, Baltimore, MD. 78% donor-restricted, research-focused.


entity_id: unc-management-company

excerpt: Endowment, $13B AUM, Chapel Hill, NC. System-wide vehicle. 11.6% FY2025.


entity_id: dumac-duke

excerpt: Endowment, $12.3B AUM, Durham, NC. 6,400+ individual funds.


entity_id: cornell-university-investment-office

excerpt: Endowment, $11.8B AUM, Ithaca, NY. 12.3% FY2025.


entity_id: emory-investment-management

excerpt: Endowment, $11.4B AUM, Atlanta, GA. $16M cryptocurrency holdings.


entity_id: university-of-chicago-investment-office

excerpt: Endowment, $10.9B AUM, Chicago, IL. 10.2% FY2025.


entity_id: vanderbilt-university-investment-office

excerpt: Endowment, $10.9B AUM, Nashville, TN. 9.9% FY2025. Assets tripled since 2013.


entity_id: dartmouth-investment-office

excerpt: Endowment, $9B AUM, Hanover, NH. Yale-model approach. 10.8% FY2025.


entity_id: rice-management-company

excerpt: Endowment, $8.5B AUM, Houston, TX. Funds 40% of university operations.


entity_id: brown-university-investment-office

excerpt: Endowment, $8B AUM, Providence, RI. 11.9% FY2025. Record distributions.


entity_id: usc-investment-office

excerpt: Endowment, $8.1B AUM, Los Angeles, CA. Multi-asset diversified strategy.


entity_id: ohio-state-university-investment-office

excerpt: Endowment, $7.5B AUM, Columbus, OH. Large public endowment.


entity_id: nyu-investment-office

excerpt: Endowment, $7.4B AUM, New York, NY. Largest private university by enrollment.


entity_id: georgetown-university-investment-office

excerpt: Endowment, $4.4B AUM, Washington, DC. Policy-oriented. 1789 founding.


entity_id: university-of-oregon-investment-office

excerpt: Endowment, $3B AUM, Eugene, OR. Phil Knight gifts. Alternatives-heavy.


excerpt: Endowment, $4B AUM, Minneapolis, MN. Medical research/biotech deal flow.


entity_id: university-of-florida-investment-office

excerpt: Endowment, $3.5B AUM, Gainesville, FL. Rapid growth, technology focus.


excerpt: Endowment, $6B AUM, Pittsburgh, PA. Healthcare/biotech VC alignment.


entity_id: university-of-wisconsin-foundation

excerpt: Endowment, $5B AUM, Madison, WI. Big Ten competitor for GP access.


entity_id: caltech-investment-office

excerpt: Endowment, $5B AUM, Pasadena, CA. Highest per-student ratio nationally.


entity_id: sutter-health-investment-office

excerpt: Endowment/healthcare, $16B AUM, Sacramento, CA. PE, VC, real estate.


excerpt: Sovereign wealth fund, $2.1T AUM, Norway. Stakes in ~7,200 listed companies. Global equities, real estate, renewable infrastructure.


entity_id: china-investment-corporation-cic

excerpt: Sovereign wealth fund, $1.33T AUM, Beijing, China. Public equities, fixed income, alternatives, direct deals globally.


entity_id: abu-dhabi-investment-authority-adia

excerpt: Sovereign wealth fund, $1.1T AUM, Abu Dhabi, UAE. One of world's largest LP investors in hedge funds. Diversified across all major asset classes. Active hedge fund allocator.


entity_id: safe-investment-company

excerpt: Sovereign wealth fund, $1.1T AUM, Beijing, China. Public equities, fixed income, alternatives. Manages ~1/3 of China's FX reserves.


entity_id: kuwait-investment-authority-kia

excerpt: Sovereign wealth fund, $1.03T AUM, Kuwait City, Kuwait. Equities, fixed income, real estate, alternatives globally.


entity_id: public-investment-fund-pif

excerpt: Sovereign wealth fund, $900B+ AUM, Riyadh, Saudi Arabia. Tourism, entertainment, technology, renewables. Most active Gulf direct investor in private markets.


entity_id: gic-private-limited

excerpt: Sovereign wealth fund, $936B AUM, Singapore. 51% equities, 26% fixed income, 23% real assets across 40+ countries.