excerpt: GPIF manager intake system for equities and bonds.

page_ref: Recovered from data/recovered_loop_tick40_influence_paths_aeo_geo.json citation 22397


entity_type: node

excerpt: GPIF manager intake system for alternative assets.

page_ref: Recovered from data/recovered_loop_tick40_influence_paths_aeo_geo.json citation 22398

source_type: url


entity_id: gpif-index-posting-system

excerpt: GPIF benchmark/index surface.

page_ref: Recovered from data/recovered_loop_tick40_influence_paths_aeo_geo.json citation 22399


entity_id: hoopp-research-and-analysis

excerpt: HOOPP content / influence surface.

page_ref: Recovered from data/recovered_loop_tick40_influence_paths_aeo_geo.json citation 22400


entity_id: aksia-manager-portal

excerpt: Aksia manager intake surface.

page_ref: Recovered from data/recovered_loop_tick40_influence_paths_aeo_geo.json citation 22401


entity_id: aksia-max-client-login

excerpt: Aksia client reporting and diligence OS surface.

page_ref: Recovered from data/recovered_loop_tick40_influence_paths_aeo_geo.json citation 22402


entity_id: icapital-marketplace

excerpt: iCapital alternatives distribution marketplace.

page_ref: Recovered from data/recovered_loop_tick40_influence_paths_aeo_geo.json citation 22403


entity_id: icapital-research-and-due-diligence

excerpt: iCapital diligence and content surface.

page_ref: Recovered from data/recovered_loop_tick40_influence_paths_aeo_geo.json citation 22404


entity_id: cais-financial-advisor-site

excerpt: CAIS advisor channel surface.

page_ref: Recovered from data/recovered_loop_tick40_influence_paths_aeo_geo.json citation 22405


entity_id: cais-home-office-site

excerpt: CAIS home-office customization surface.

page_ref: Recovered from data/recovered_loop_tick40_influence_paths_aeo_geo.json citation 22406


entity_id: cais-asset-manager-site

excerpt: CAIS asset-manager distribution surface.

page_ref: Recovered from data/recovered_loop_tick40_influence_paths_aeo_geo.json citation 22407


entity_id: cais-x-claude-integration

excerpt: CAIS announced Claude integration for advisor alternative-investment intelligence.

page_ref: Recovered from data/recovered_loop_tick40_influence_paths_aeo_geo.json citation 22409


entity_type: edge

excerpt: Board of Governors Chairperson.

page_ref: Recovered from data/recovered_loop_tick40_influence_paths_aeo_geo.json citation 22418


excerpt: Asset-Liability Committee Chair.

page_ref: Recovered from data/recovered_loop_tick40_influence_paths_aeo_geo.json citation 22424


excerpt: Founder / Chairman and CEO.

page_ref: Recovered from data/recovered_loop_tick40_influence_paths_aeo_geo.json citation 22432


entity_id: icapital-due-diligence

excerpt: Research, due diligence, document center, reporting, portfolio analytics, and client reporting retrieval surface.

page_ref: Recovered from data/recovered_loop_tick42_workflow_retrieval_surfaces.json citation 22949


entity_id: aksia-max-and-manager-portal

excerpt: Manager portal, MAX client login, manager research, ODD, reporting, and data-room index surface.

page_ref: Recovered from data/recovered_loop_tick42_workflow_retrieval_surfaces.json citation 22950


entity_id: alphasense

excerpt: Research search and synthesis surface for filings, expert transcripts, broker research, internal content, slides, and reports.

page_ref: Recovered from data/recovered_loop_tick42_workflow_retrieval_surfaces.json citation 22951


entity_id: preqin

excerpt: Private-market fund, manager, investor, performance, terms, fundraising, and benchmark surface.

page_ref: Recovered from data/recovered_loop_tick42_workflow_retrieval_surfaces.json citation 22952


entity_id: pitchbook

excerpt: Private-market company, fund, deal, fundraising timeline, exit, and benchmark surface.

page_ref: Recovered from data/recovered_loop_tick42_workflow_retrieval_surfaces.json citation 22953


entity_id: aladdin

excerpt: Whole-portfolio risk, holdings, public/private exposure, performance, accounting, and private-credit transparency surface.

page_ref: Recovered from data/recovered_loop_tick42_workflow_retrieval_surfaces.json citation 22954


entity_id: evestment

excerpt: Allocator manager profile, strategy list, holdings analysis, whitepaper, and investment committee narrative surface.

page_ref: Recovered from data/recovered_loop_tick42_workflow_retrieval_surfaces.json citation 22955


excerpt: Enterprise workstream retrieval surface for SharePoint, Teams, files, meeting notes, spreadsheets, slide decks, and project materials.

page_ref: Recovered from data/recovered_loop_tick42_workflow_retrieval_surfaces.json citation 22956


entity_id: glean

excerpt: Permission-aware enterprise knowledge base over docs, tickets, chats, meeting notes, and decision logs.

page_ref: Recovered from data/recovered_loop_tick42_workflow_retrieval_surfaces.json citation 22957


entity_id: atlassian-rovo

excerpt: Confluence/Jira-linked strategy docs, epics, roadmap updates, and meeting output retrieval surface.

page_ref: Recovered from data/recovered_loop_tick42_workflow_retrieval_surfaces.json citation 22958


excerpt: CAIS asset-manager-facing workflow surface for advisor-ready alternatives content and platform distribution.

page_ref: Recovered from data/recovered_loop_tick49_workflow_surface_splits.json citation 25383


excerpt: CAIS advisor-facing workflow surface where alternatives education and model-portfolio fit need retrievable language.

page_ref: Recovered from data/recovered_loop_tick49_workflow_surface_splits.json citation 25384


excerpt: CAIS home-office workflow surface for platform-level diligence, education, and advisor enablement.

page_ref: Recovered from data/recovered_loop_tick49_workflow_surface_splits.json citation 25385


entity_id: cais-member-login

excerpt: CAIS gated workflow surface for advisor/member access.

page_ref: Recovered from data/recovered_loop_tick49_workflow_surface_splits.json citation 25386


excerpt: iCapital marketplace workflow surface for fund access, platform compatibility, and advisor distribution.

page_ref: Recovered from data/recovered_loop_tick49_workflow_surface_splits.json citation 25387


excerpt: iCapital due-diligence workflow surface for DDQ, ODD, reporting, analytics, and advisor education metadata.

page_ref: Recovered from data/recovered_loop_tick49_workflow_surface_splits.json citation 25388


entity_id: aksia-manager-portal

excerpt: Aksia manager-facing portal surface for diligence and manager research submission readiness.

page_ref: Recovered from data/recovered_loop_tick49_workflow_surface_splits.json citation 25389


entity_id: aksia-max-client-login

excerpt: Aksia client workflow surface for diligence, reporting, and risk evidence retrieval.

page_ref: Recovered from data/recovered_loop_tick49_workflow_surface_splits.json citation 25390


excerpt: Allocator database with manager profiles, strategy lists, holdings analysis, whitepapers, and investment-committee narratives.

page_ref: Recovered from data/recovered_loop_tick62_allocator_database_surfaces.json citation 27592


entity_id: evestment-manager-profile-surface

excerpt: Standing profile page optimized for entity_name, people, performance_fields, terms_fields, and search discoverability.

page_ref: Recovered from data/recovered_loop_tick62_allocator_database_surfaces.json citation 27593


entity_id: evestment-investor-map-view

excerpt: Investor map output used to understand allocator reach, prior placements, and routing opportunities.

page_ref: Recovered from data/recovered_loop_tick62_allocator_database_surfaces.json citation 27594


excerpt: Private-market fund, manager, investor, performance, terms, fundraising, and benchmark database.

page_ref: Recovered from data/recovered_loop_tick62_allocator_database_surfaces.json citation 27595


entity_id: preqin-manager-and-fundraising-profile

excerpt: Structured profile page optimized for people, performance, terms, fundraising updates, and benchmark fields.

page_ref: Recovered from data/recovered_loop_tick62_allocator_database_surfaces.json citation 27596


entity_id: pitchbook-manager-discovery-profile

excerpt: Discovery page optimized for profile_type, people, fundraising timeline, exits, and benchmark views.

page_ref: Recovered from data/recovered_loop_tick62_allocator_database_surfaces.json citation 27598


entity_id: aladdin-portfolio-risk-pack

excerpt: Allocator risk view optimized for holdings, exposures, liquidity, stress, drawdown, and performance lineage.

page_ref: Recovered from data/recovered_loop_tick62_allocator_database_surfaces.json citation 27600


excerpt: Market research and document search surface for financial documents, transcripts, filings, broker research, and internal content.

page_ref: Recovered from data/recovered_loop_tick62_allocator_database_surfaces.json citation 27601


entity_id: alphasense-research-pack

excerpt: Search-and-synthesis pack optimized for dated citations, transcript and filing search, and exec-ready evidence blocks.

page_ref: Recovered from data/recovered_loop_tick62_allocator_database_surfaces.json citation 27602


entity_id: bloomberg-terminal-askb

excerpt: Natural-language finance workflow with proprietary data lineage and workflow-centric answers.

page_ref: Recovered from data/recovered_loop_tick62_allocator_database_surfaces.json citation 27603


entity_id: bloomberg-askb-finance-workflow

excerpt: Traceable numbers, event timelines, filing paths, and data lineage needed for investment workflows.

page_ref: Recovered from data/recovered_loop_tick62_allocator_database_surfaces.json citation 27604


entity_id: factset

excerpt: Financial research workspace for portfolio/company analytics, transcripts, filings, and timestamped outputs.

page_ref: Recovered from data/recovered_loop_tick62_allocator_database_surfaces.json citation 27605


entity_id: factset-ai-research-workflow

excerpt: Analyst workflow optimized for attribution, factor tables, benchmark alignment, and quote-backed transcript summaries.

page_ref: Recovered from data/recovered_loop_tick62_allocator_database_surfaces.json citation 27606


entity_id: morningstar-wealth

excerpt: Advisor and model-portfolio decision layer for shelf-fit and inclusion workflow.

page_ref: Recovered from data/recovered_loop_tick62_allocator_database_surfaces.json citation 27607


entity_id: morningstar-advisor-research-surface

excerpt: Model-portfolio and advisor-research view optimized for inclusion criteria, shelf-fit, and implementation fit.

page_ref: Recovered from data/recovered_loop_tick62_allocator_database_surfaces.json citation 27608


excerpt: Official APB events page lists 2026 upcoming events with dates, cities, register links, and contact path for sponsorship and speaking opportunities.

page_ref: Recovered from data/recovered_loop_tick64_official_event_source_upgrades.json citation 27903


excerpt: Official APB events page lists Alternatives Selection Nexus 2026 on 7 July 2026 in Hong Kong and 9 July 2026 in Singapore and describes it as a business matching event for asset managers, private banks, and IAMs.

page_ref: Recovered from data/recovered_loop_tick64_official_event_source_upgrades.json citation 27904


excerpt: Official APB events page lists APB Summit 2026 on 13 October 2026 in Hong Kong and 15 October 2026 in Singapore, with 800+ influential private-wealth participants from fund selectors, investment advisors, CEOs, CIOs, market heads, and relationship managers.

page_ref: Recovered from data/recovered_loop_tick64_official_event_source_upgrades.json citation 27905


entity_id: campden-wealth-events-official-calendar

excerpt: Official Campden Wealth events page describes closed-door family-office meetings, strict qualification, 80-85% core decision-maker audience composition, and dated 2026 family-office events.

page_ref: Recovered from data/recovered_loop_tick64_official_event_source_upgrades.json citation 27906


excerpt: Official Campden events page lists the 16th Asia-Pacific Family Office & Investment Forum in Hong Kong on 25-26 June 2026 with registration path.

page_ref: Recovered from data/recovered_loop_tick64_official_event_source_upgrades.json citation 27907


excerpt: Official Campden events page lists the 17th Asia-Pacific Family Office, Impact and Innovation Forum in Singapore on 9-10 September 2026 and says it convenes Asia's leading family offices and investors.

page_ref: Recovered from data/recovered_loop_tick64_official_event_source_upgrades.json citation 27908


excerpt: Official Campden events page lists the Global Owners and Family Office Congress 2026 in Abu Dhabi on 20-22 October 2026 with registration path.

page_ref: Recovered from data/recovered_loop_tick64_official_event_source_upgrades.json citation 27909


excerpt: Official Campden events page lists the 21st North American Family Office Forum in Palm Beach, Florida on 18-19 November 2026 with registration path.

page_ref: Recovered from data/recovered_loop_tick64_official_event_source_upgrades.json citation 27910


excerpt: Official CalPERS page says external managers may submit investment proposals through a secure online portal and proposals may be declined, accepted for additional due diligence, or referred to an emerging manager adviser.

page_ref: Recovered from data/recovered_loop_tick64_official_packet_source_upgrades.json citation 27882


excerpt: Official CalPERS page says CalPERS continuously searches for external managers for global publicly traded strategies through Nasdaq eVestment and lists minimum qualifications.

page_ref: Recovered from data/recovered_loop_tick64_official_packet_source_upgrades.json citation 27883


excerpt: Official March 2026 NYSCRF monthly transaction report includes public equity inactivity, fixed-income manager liquidation, OARS commitments, emerging-manager commitments, and repeated placement-agent statements.

page_ref: Recovered from data/recovered_loop_tick64_official_packet_source_upgrades.json citation 27884


excerpt: Official Florida SBA new-manager reports page exposes a 2026 Q1 New Managers Report link and historical quarterly reports back to 2015.

page_ref: Recovered from data/recovered_loop_tick64_official_packet_source_upgrades.json citation 27885


excerpt: Official Florida SBA form says interested firms can submit information and the SBA will attempt to notify them if solicitations match their criteria; fields include contact information, comments, and service interests.

page_ref: Recovered from data/recovered_loop_tick64_official_packet_source_upgrades.json citation 27886


excerpt: Official UTIMCO meeting resources page lists the posted Agenda-Board of Directors-June 18, 2026 and keeps agenda, minutes, book, and audio fields in the archive.

page_ref: Recovered from data/recovered_loop_tick64_official_packet_source_upgrades.json citation 27887


excerpt: Official KCERA request-for-proposals page is a direct monitor surface for open procurement cycles; local corpus previously recorded it as negative at capture time.

page_ref: Recovered from data/recovered_loop_tick64_official_packet_source_upgrades.json citation 27888


entity_type: signal

excerpt: Official Florida SBA page lists a 2026 Q1 New Managers Report and historical quarterly reports.

page_ref: Recovered from data/recovered_loop_tick64_official_packet_source_upgrades.json citation 28396


excerpt: Official Mercer investments page says MercerInsight is an alliance with eVestment that provides data, analytics, forward-looking research on asset managers, and thousands of investment strategies across public and private markets.

page_ref: Recovered from data/recovered_loop_tick65_live_consultant_surfaces.json citation 28026


excerpt: Official Mercer investments page says Mercer Sentinel helps conduct due diligence and mitigate operational risks across portfolios and strategies, assessing asset managers, custodians, and other service providers.

page_ref: Recovered from data/recovered_loop_tick65_live_consultant_surfaces.json citation 28027


entity_id: mercerinsight-community

excerpt: Official Mercer investments page says MercerInsight Community provides strategic research from Mercer and hundreds of third-party publishers and is complimentary to join.

page_ref: Recovered from data/recovered_loop_tick65_live_consultant_surfaces.json citation 28028


excerpt: Official Aksia homepage exposes a Manager Portal link alongside Client Login (MAX), Leadership, Asset Classes, Research, and MAX Platform.

page_ref: Recovered from data/recovered_loop_tick65_live_consultant_surfaces.json citation 28029


entity_id: aksia-max-platform

excerpt: Official Aksia page says MAX integrates research, risk, and portfolio management and gives clients access to manager research, portfolio reporting, risk transparency, and flexible analytics.

page_ref: Recovered from data/recovered_loop_tick65_live_consultant_surfaces.json citation 28030


excerpt: Official Aksia page says it supervises $70B in hedge funds, covers 50+ hedge fund sub-strategies, analyzes strategy edge, team strength, alignment, qualitative and quantitative risks, and performs investigative operational due diligence.

page_ref: Recovered from data/recovered_loop_tick65_live_consultant_surfaces.json citation 28031


excerpt: Official SALT London page lists November 3-4, 2026 at The Chancery Rosewood; describes a gathering of 300 alternative asset managers, institutional asset allocators, bankers, and fintech executives with group and bilateral networking.

page_ref: Recovered from data/recovered_loop_tick65_live_event_routes.json citation 28010


excerpt: Official SALT page lists August 17-20, 2026 at Four Seasons Jackson Hole; invitation-only 500-person event for leading investors, entrepreneurs, and policymakers, with registration and sponsorship applications open.

page_ref: Recovered from data/recovered_loop_tick65_live_event_routes.json citation 28011


excerpt: Official Sohn conferences page lists 2026 global conferences across Australia/New Zealand, Hong Kong, London, Monaco, Montreal, New York, San Francisco, and Tokyo, with several explicit 2026 event dates.

page_ref: Recovered from data/recovered_loop_tick65_live_event_routes.json citation 28012


excerpt: Official Hubbis events page says events are attended by key decision-makers at private banks, retail banks, independent asset managers, and family offices across Hong Kong, Singapore, UAE, India, and Southeast Asia.

page_ref: Recovered from data/recovered_loop_tick65_live_event_routes.json citation 28013


excerpt: Official Hubbis events page lists HUBBIS INVESTMENT FORUM - HONG KONG 2026 on September 15, 2026.

page_ref: Recovered from data/recovered_loop_tick65_live_event_routes.json citation 28014


excerpt: Official Hubbis events page lists HUBBIS INVESTMENT FORUM - SINGAPORE 2026 on September 17, 2026.

page_ref: Recovered from data/recovered_loop_tick65_live_event_routes.json citation 28015


entity_id: iconnections-events-platform

excerpt: Official iConnections events page says the platform supports targeted investor and fund searches across 80+ data points, attendee messaging, one-on-one/team video meetings, scheduling, Co-Pilot attendee-profile editing, meeting requests, attendance monitoring, and event statistics.

page_ref: Recovered from data/recovered_loop_tick65_live_event_routes.json citation 28016


entity_id: fernando-vinzons

excerpt: Chicago Teachers' Pension Fund CIO and named conference speaker; high-value allocator and board-adjacent contact.

page_ref: Recovered from data/recovered_loop_tick67_allocator_person_target_list.json citation 28686


entity_id: dan-anderson

excerpt: HOOPP board chair with governance influence over a liability-aware allocator.

page_ref: Recovered from data/recovered_loop_tick67_allocator_person_target_list.json citation 28693


entity_id: john-sinclair

excerpt: HOOPP asset-liability committee chair with direct governance and risk-budget influence.

page_ref: Recovered from data/recovered_loop_tick67_allocator_person_target_list.json citation 28694


excerpt: Live CalPERS page confirms external managers may submit investment proposals through a secure online portal and describes possible triage outcomes.

page_ref: Recovered from data/recovered_loop_tick70_parent_live_verified_official_sources.json citation 29366


excerpt: Live CalPERS page confirms continuous searches for external public-market managers through Nasdaq eVestment, lists minimum qualifications, and gives a direct-proposal fallback for managers below thresholds.

page_ref: Recovered from data/recovered_loop_tick70_parent_live_verified_official_sources.json citation 29367


excerpt: Live NYC Comptroller page confirms the June 12, 2026 Notice of Search for Equity Index Investment Management Products and Services, July 15, 2026 close, consultant database submission requirement, question deadline, contact email, PIN, bureau, and downloadable notice link.

page_ref: Recovered from data/recovered_loop_tick70_parent_live_verified_official_sources.json citation 29368


entity_id: calpers-investment-proposal-submission

excerpt: Standing secure proposal portal for near-term manager intake and diligence follow-up.

page_ref: Recovered from data/recovered_loop_tick71_live_open_rfp_and_funding_cycle_targets.json citation 29605


excerpt: Standing manager-opportunities surface with eVestment fallback and contract-rollover watch.

page_ref: Recovered from data/recovered_loop_tick71_live_open_rfp_and_funding_cycle_targets.json citation 29606


excerpt: Monthly disclosure cadence exposes manager hires, transactions, and placement-agent activity.

page_ref: Recovered from data/recovered_loop_tick71_live_open_rfp_and_funding_cycle_targets.json citation 29608


entity_id: nyscrf-emerging-manager-program

excerpt: Program page signals eligibility, graduation, and direct-allocation routing for smaller or newer managers.

page_ref: Recovered from data/recovered_loop_tick71_live_open_rfp_and_funding_cycle_targets.json citation 29609


entity_id: trs-texas-board-meeting-materials

excerpt: Board books, summaries, and recordings are the best local cue for commitments, approvals, and manager changes.

page_ref: Recovered from data/recovered_loop_tick71_live_open_rfp_and_funding_cycle_targets.json citation 29610


entity_id: kcera-rfp-page

excerpt: Current page says there are no RFPs in proposal stage, which is still useful as a live negative signal.

page_ref: Recovered from data/recovered_loop_tick71_live_open_rfp_and_funding_cycle_targets.json citation 29611


excerpt: Vendor-interest form can route a manager into future solicitation alerts before a formal search opens.

page_ref: Recovered from data/recovered_loop_tick71_live_open_rfp_and_funding_cycle_targets.json citation 29612


entity_id: florida-sba-new-manager-reports

excerpt: Quarterly report surface captures fresh allocations and manager onboarding activity.

page_ref: Recovered from data/recovered_loop_tick71_live_open_rfp_and_funding_cycle_targets.json citation 29613


entity_id: gpif-manager-registration-systems

excerpt: Alternative-assets registration page supports an ongoing pre-RFP manager intake path.

page_ref: Recovered from data/recovered_loop_tick71_live_open_rfp_and_funding_cycle_targets.json citation 29614


entity_id: pif-managers-gate

excerpt: Public registration/login path for the MENA External Managers Program.

page_ref: Recovered from data/recovered_loop_tick71_live_open_rfp_and_funding_cycle_targets.json citation 29615


excerpt: The notice page confirms the equity-index search, the July 15, 2026 close, the consultant database submission requirement, and the downloadable notice workflow.

page_ref: Recovered from data/recovered_loop_tick71_official_packet_download_and_field_queue.json citation 29708


excerpt: The official portal is the direct route for proposal submission and triage follow-up.

page_ref: Recovered from data/recovered_loop_tick71_official_packet_download_and_field_queue.json citation 29712


excerpt: The official page exposes standing manager registration, eVestment discovery, and a direct-proposal fallback below thresholds.

page_ref: Recovered from data/recovered_loop_tick71_official_packet_download_and_field_queue.json citation 29713


excerpt: The board-materials archive is the official source for the July 16-17, 2026 agenda, board book, summary, and recording URLs.

page_ref: Recovered from data/recovered_loop_tick71_official_packet_download_and_field_queue.json citation 29717


excerpt: The March 2026 disclosure PDF is the canonical row-level source for transaction normalization.

page_ref: Recovered from data/recovered_loop_tick71_official_packet_download_and_field_queue.json citation 29721


excerpt: The quarterly report surface captures fresh allocations, manager onboarding, and selection-date detail.

page_ref: Recovered from data/recovered_loop_tick71_official_packet_download_and_field_queue.json citation 29725


excerpt: The form routes vendor interest into solicitation notifications before a formal search opens.

page_ref: Recovered from data/recovered_loop_tick71_official_packet_download_and_field_queue.json citation 29726


entity_id: utimco-meeting-resources

excerpt: The archive is the official source for agenda, book, and audio rows at meeting level.

page_ref: Recovered from data/recovered_loop_tick71_official_packet_download_and_field_queue.json citation 29728


entity_id: kcera-request-for-proposals

excerpt: The current page is the official RFP monitor surface and should be rechecked for any open-cycle change.

page_ref: Recovered from data/recovered_loop_tick71_official_packet_download_and_field_queue.json citation 29730


excerpt: External managers may use the secure online portal to submit proposals; CalPERS says proposals may be declined, accepted for additional due diligence, or referred to an emerging manager adviser.

page_ref: Recovered from data/recovered_loop_tick73_calpers_evestment_go_no_go_fields.json citation 30026


excerpt: CalPERS continuously searches for external investment managers for publicly traded strategies through Nasdaq eVestment and explicitly falls back to direct proposal submission if minimum qualifications are not met.

page_ref: Recovered from data/recovered_loop_tick73_calpers_evestment_go_no_go_fields.json citation 30027


excerpt: Minimum qualifications differ by asset class: Global Public Equity requires 5 years firm history, 5 years strategy performance, GIPS-compliant composites, $3B firm AUM, $500M strategy AUM, and SEC or equivalent registration; Global Fixed Income requires 10 years firm history, 5 years strategy performance, GIPS-compliant composites, $5B firm AUM, $1B strategy AUM, and SEC or equivalent registration

page_ref: Recovered from data/recovered_loop_tick73_calpers_evestment_go_no_go_fields.json citation 30028


entity_id: calpers-direct-proposal-fallback-packet

excerpt: The fallback packet should hold a concise proposal, strategy summary, track record, implementation fit, fees, liquidity, risk controls, references, and submission path so the manager can still reach CalPERS when thresholds are missed.

page_ref: Recovered from data/recovered_loop_tick73_calpers_evestment_go_no_go_fields.json citation 30029


excerpt: CalPERS says it will contact the submitter if further information is needed and may refer a proposal to an emerging manager adviser for review.

page_ref: Recovered from data/recovered_loop_tick73_calpers_evestment_go_no_go_fields.json citation 30030


excerpt: The secure portal is the direct intake route for external manager proposals.

page_ref: Recovered from data/recovered_loop_tick73_calpers_evestment_go_no_go_fields.json citation 30032


excerpt: The public manager-opportunities page is the standing eVestment and qualification route.

page_ref: Recovered from data/recovered_loop_tick73_calpers_evestment_go_no_go_fields.json citation 30033


excerpt: The eVestment path only clears when firm history, strategy performance, GIPS, firm AUM, strategy AUM, and registration all pass the asset-class-specific screen.

page_ref: Recovered from data/recovered_loop_tick73_calpers_evestment_go_no_go_fields.json citation 30034


excerpt: The proposal path can end in an emerging-manager adviser referral after review.

page_ref: Recovered from data/recovered_loop_tick73_calpers_evestment_go_no_go_fields.json citation 30036


excerpt: The official page confirms the equity-index search, July 15, 2026 close, consultant-database submission requirement, question deadline, contact email, PIN, bureau, downloadable notice link, participating systems, and the adjacent product scope.

page_ref: Recovered from data/recovered_loop_tick73_nyc_bam_response_packet_requirements.json citation 29983


excerpt: The March 2026 disclosure PDF is the canonical row-level source for manager hires, terminations, transaction type, placement-agent status, asset class, amount, and close-date normalization.

page_ref: Recovered from data/recovered_loop_tick74_nyscrf_monthly_tape_schema_and_actions.json citation 30044


excerpt: The program page is the standing route for eligibility, asset-class fit, graduation criteria, and contact surface mapping for newer or smaller systematic managers.

page_ref: Recovered from data/recovered_loop_tick74_nyscrf_monthly_tape_schema_and_actions.json citation 30045


excerpt: The official archive is the source of truth for the July 16-17, 2026 agenda, board book, summary, and recording URLs.

page_ref: Recovered from data/recovered_loop_tick74_trs_utimco_board_materials_action_queue.json citation 30079


excerpt: The official page shows the June 18, 2026 agenda and, on the June 18 row, a book link but no audio link.

page_ref: Recovered from data/recovered_loop_tick74_trs_utimco_board_materials_action_queue.json citation 30085


excerpt: The posted June 18, 2026 row confirms the agenda and book links, but the packet still needs row-level extraction for allocation_item, manager_item, approval, and audio_url if any exists elsewhere.

page_ref: Recovered from data/recovered_loop_tick74_trs_utimco_board_materials_action_queue.json citation 30086


entity_id: utimco-board-of-directors

excerpt: The meeting-resources table is organized around the Board of Directors and its date, agenda, minutes, book, and audio columns.

page_ref: Recovered from data/recovered_loop_tick74_trs_utimco_board_materials_action_queue.json citation 30087


excerpt: The TRS archive is the source-of-truth surface for the July 16-17 meeting packet.

page_ref: Recovered from data/recovered_loop_tick74_trs_utimco_board_materials_action_queue.json citation 30088


excerpt: The archive exposes the June 18 agenda and meeting-level book and audio fields.

page_ref: Recovered from data/recovered_loop_tick74_trs_utimco_board_materials_action_queue.json citation 30093


excerpt: The June 18 row still needs normalized extraction of agenda, book, and any available audio or allocation fields.

page_ref: Recovered from data/recovered_loop_tick74_trs_utimco_board_materials_action_queue.json citation 30094


excerpt: The page is structured around Board of Directors meeting rows and archive columns.

page_ref: Recovered from data/recovered_loop_tick74_trs_utimco_board_materials_action_queue.json citation 30095


excerpt: The official notice page confirms the equity-index search, July 15 close, consultant-database submission requirement, and the downloadable notice workflow.

page_ref: Recovered from data/recovered_loop_tick77_live_official_fetch_target_manifest.json citation 31093


excerpt: The March 2026 disclosure PDF is the next packet to normalize because it can expose hires, terminations, placement-agent use, and fresh capital movements.

page_ref: Recovered from data/recovered_loop_tick77_live_official_fetch_target_manifest.json citation 31099


excerpt: A standing allocation route that changes pitchability if eligibility, graduation criteria, and asset-class parameters are explicit.

page_ref: Recovered from data/recovered_loop_tick77_live_official_fetch_target_manifest.json citation 31100


excerpt: Board materials can reveal approvals, commitments, and named gatekeepers that change pitchability even when no formal search is posted.

page_ref: Recovered from data/recovered_loop_tick77_live_official_fetch_target_manifest.json citation 31102


excerpt: The quarterly report can reveal manager onboarding, fresh allocations, and consultant routes.

page_ref: Recovered from data/recovered_loop_tick77_live_official_fetch_target_manifest.json citation 31108


excerpt: The standing form is a pre-RFP route that changes pitchability even when no solicitation is posted.

page_ref: Recovered from data/recovered_loop_tick77_live_official_fetch_target_manifest.json citation 31109


excerpt: The page is still worth checking because a live procurement would flip the surface from monitor to action.

page_ref: Recovered from data/recovered_loop_tick77_live_official_fetch_target_manifest.json citation 31111


page_ref: Recovered from data/recovered_loop_tick77_live_official_fetch_target_manifest.json citation 31129


page_ref: Recovered from data/recovered_loop_tick77_live_official_fetch_target_manifest.json citation 31130


entity_id: calpers-proposal-portal-fetch-task

excerpt: The secure portal is the direct intake surface; the packet still needs the exact upload and triage fields normalized.

page_ref: Recovered from data/recovered_loop_tick80_official_fetch_tasks_high_priority.json citation 32181


entity_id: calpers-evestment-fetch-task

excerpt: The standing manager-opportunities page is the eVestment and direct-proposal screen; the missing work is the minimum-qualification field set.

page_ref: Recovered from data/recovered_loop_tick80_official_fetch_tasks_high_priority.json citation 32182


entity_id: trs-texas-board-materials

excerpt: The archive is the source of truth for the July 16-17, 2026 packet; the gap is the meeting-specific URL and row-level extraction.

page_ref: Recovered from data/recovered_loop_tick80_official_fetch_tasks_high_priority.json citation 32184


excerpt: The June 18, 2026 board row is already visible; the remaining work is row-level normalization of agenda, book, and audio fields.

page_ref: Recovered from data/recovered_loop_tick80_official_fetch_tasks_high_priority.json citation 32185


excerpt: The 2026 Q1 report is the current onboarding tape; the packet still needs the manager, mandate, and selection fields normalized.

page_ref: Recovered from data/recovered_loop_tick80_official_fetch_tasks_high_priority.json citation 32187


excerpt: The scale source is present, but the gatekeeper claim still needs a first-party investment or governance document.

page_ref: Recovered from data/recovered_loop_tick80_official_fetch_tasks_high_priority.json citation 32189


entity_id: gpif-manager-registration-system

excerpt: The alternative-assets intake surface is already in the corpus; the task is to capture the current form fields and process lead.

page_ref: Recovered from data/recovered_loop_tick80_official_fetch_tasks_high_priority.json citation 32190


excerpt: The public registration/login path is the intake surface; the missing work is to normalize the monthly-data and regional-relevance fields.

page_ref: Recovered from data/recovered_loop_tick80_official_fetch_tasks_high_priority.json citation 32191


entity_id: nz-super-official-manager-context

excerpt: The corpus treats the root site as the official anchor, but the exact external-mandates and annual-report route still needs normalization.

page_ref: Recovered from data/recovered_loop_tick80_official_fetch_tasks_high_priority.json citation 32192


entity_id: stan-rupnik

excerpt: Investment Portfolio Summary Stan Rupnik, Executive Director & CIO, introduced new Investment department staff.

page_ref: December 12, 2023 Investment Committee minutes


entity_id: ben-skrodzki

excerpt: Global Public Equity Annual Reviews Ben Skrodzki, Senior Investment Officer - Global Equity, and Bill Thomas, Senior Investment Officer - Global Equity, provided an overview of the global public equity portfolio and proposed recommendations based on this year's global public equity asset class annual reviews.


entity_id: bill-thomas-illinois-trs


entity_id: jose-gonzalez-illinois-trs

excerpt: MWBE Utilization Report Jose Gonzalez provided preliminary data as of March 31, 2022, on the utilization of minority-owned brokers and minority-owned investment managers within the TRS investment portfolio.

page_ref: June 2022 Investment Committee minutes


entity_id: illinois-trs-mwbe-utilization-report


entity_id: jeremy-goldberg

excerpt: Jeremy Goldberg, Todd Lapenna, Matthew Moreno, and Justin Thibault of StepStone (Real Assets Consultant);

page_ref: August 11, 2022 Investment Committee minutes


entity_id: stepstone-group


entity_id: becky-gratsinger

excerpt: Asset Allocation Becky Gratsinger, Ian Bray, and Tony Johnson of RVK provided an education session on capital market assumptions and resulting asset allocation recommendations.

page_ref: April 20, 2023 Board minutes


entity_id: rvk


entity_id: ian-bray

excerpt: Asset Allocation Becky Gratsinger and Ian Bray continued discussion regarding asset allocation.

page_ref: April 18, 2024 Board minutes


entity_id: jared-hardin

excerpt: Deferred Compensation Plan Consultant Search The contract with the System's current deferred compensation plan consultant, CAPTRUST, expires on December 31, 2023. To comply with the law, staff conducted a competitive search for a deferred compensation plan consultant.

page_ref: December 11, 2023 DC Plan Committee minutes


entity_id: captrust


entity_id: david-sheng

excerpt: and David Sheng and Brian Shushkovsky of Aksia (Diversifying Strategies Consultant).


entity_id: aksia


entity_id: chijioke-asomugha

excerpt: Diversity in TRS Portfolio Chijioke Asomugha and Marques Martin of FVLCRUM, a new investment manager within the TRS portfolio, provided a presentation regarding their company history, diversity initiatives, and company holdings.


entity_id: fvlcrum


entity_id: illinois-trs-board

excerpt: Approve the long-term and interim asset allocation targets, as presented, effective July 1, 2022. Previous Revised Interim Interim Change Note Target Target Public Equity 37.0% 37.0% NC Rebalance to LT Target Private Equity 14.0% 15.0% +1.0% Achieved LT Target Real Assets 15.0% 18.0% +3.0% Current OW due to markets

page_ref: June 2022 Board minutes


excerpt: To approve the fiscal year 2023 Real Estate & Real Asset Tactical Plan, as presented. Future commitments up to a total of $500 million is anticipated, subject to staff's internal oversight committee approval.

page_ref: August 12, 2022 Board minutes


entity_id: pennsylvania-psers-board

excerpt: RESOLVED, that the Public School Employee' Retirement Board (the Board) accepts the recommendation of the Investment Committee and commits an amount not to exceed $150 million, plus reasonable and normal investment expenses, in DRA Growth and Income Fund XII, LLC and/or related investment vehicles in accordance with the recommendation of Jarrett Richards, Portfolio Manager, and Aksia, LLC.

page_ref: March 19, 2026 PSERB Board meeting minutes


entity_id: dra-growth-income-fund-xii


entity_id: pennsylvania-psers


entity_id: psers-investment-committee


entity_id: jarrett-richards


entity_id: dra-advisors


entity_id: mosers-board

excerpt: No additional Global Public Equity investments in China shall be made after the adoption of this motion by the Board, meaning that the Emerging Markets portfolio shall be constructed ex-China from this point forward and Taiwan shall be excluded from the definition of China for purposes of implementing this motion.

page_ref: December 12, 2023 Board Meeting Agenda and Minutes


entity_id: mosers-emerging-markets-ex-china-policy


entity_id: missouri-mosers


excerpt: After committee discussion, Commissioner Zellers moved to recommend changing MOSERS asset allocation policy from the 140 policy mix to the 110 policy mix to the full Board for consideration at the February meeting.

page_ref: February 2, 2024 Investment Committee Agenda and Report


entity_id: commissioner-zellers-mosers


entity_id: mosers-investment-committee


entity_id: mcenery-mosers

excerpt: McEnery provided a presentation on the transition from the current allocation to the new allocation and recommended an 8-quarter timeline. Commissioner Zellers moved to recommend the proposed 8-quarter transition of the allocation to the full Board for consideration at the May meeting.

page_ref: May 13, 2024 Investment Committee Agenda and Report


entity_id: chen-utimco

excerpt: Chen began detailing the proposed changes to the policy portfolio allocation, including the consolidation of the Developed Markets and Emerging Markets into a combined portfolio, benchmarked to the MSCI ACWI ex-China ex-HK IMI, as well as minor shifts in asset class weights to Hedge Funds, Private Equity, and Real Return.

page_ref: March 4, 2025 Policy Committee minutes


entity_id: utimco


excerpt: Chen began by reviewing key changes to the PUF and GEF, including adjustments to asset class allocations, with slight increases in policy weights to Hedge Funds, Private Equity, and Real Return, offset by reductions in Public Equity and Strategic Partnerships. The process change would allow for accelerated response time, making UTIMCO a more attractive co-investment partner and helping to secure allocation to attractive opportunities.

page_ref: June 10, 2025 Joint Policy and Investment Risk Committees minutes


entity_id: uzi-yoeli

excerpt: Yoeli continued with a discussion on liquidity, noting that there are no concerns regarding the ability to meet distribution obligations, but that the team remains focused on modeling and managing the portfolio to preserve maximum flexibility in downside scenarios. As part of this discussion, he also detailed the contingency framework designed to address a potential 50% market decline.

page_ref: June 10, 2025 Investment Risk Committee minutes


entity_id: jones-utimco

excerpt: Under this simulation, client obligations, capital calls, and asset allocation targets could still be met while remaining below illiquidity limits and without selling private assets at unfavorable marks. Jones concluded his report with an in-depth review of the portfolio's use of derivatives, focusing on portable alpha strategy use cases and the OTC Derivative Counterparty report.

page_ref: September 16, 2025 Investment Risk Committee minutes


excerpt: Jones reported that private equity capital deployment and capital calls have increased, suggesting potential recovery in distributions.

page_ref: December 2, 2025 Investment Risk Committee minutes


excerpt: Ruebsahm reported that the Hedge Fund portfolio had one of its best years in 2024 and performed smoothly across all strategies, with unusually low volatility. He noted that the Directional Hedge Fund portfolio is up 15.9% for the year, and the Stable Value portfolio is up 12.5% for the year. Powers reviewed the asset allocation and performance of the Directional Hedge Fund portfolio on a 1-year and 3-year basis by sub-strategy.

page_ref: June 19, 2025 Board of Directors book


entity_id: ruebsahm-utimco


entity_id: powers-utimco


excerpt: Hopper reviewed Public Equity portfolio performance, noting that the portfolio has delivered three consecutive years of consistent, moderate positive alpha. Hopper then discussed the evolution of portfolio composition, including the expanded use of active extension and portable alpha strategies. Standley reviewed the Strategic Partners program and its role in the portfolio.

page_ref: June 18, 2026 Board of Directors book


entity_id: hopper-utimco


entity_id: ken-standley


excerpt: Yoeli detailed the risk forecasting process prior to implementation of the MSCI RiskMetrics system, and compared that with the process today, highlighting the benefits of the system. Yoeli then detailed the collaboration between Risk and Public Equity, enabling several new initiatives including factor risk management, beta tailoring, hedge fund portable alpha, and the expansion of quant exposure. Morgan Prime Financial Services as a prime broker for the investment assets under the fiduciary care of Board of Regents of The University of Texas System, subject to approval of the Board of Regents of The University of Texas System.

page_ref: March 13, 2025 Board of Directors book


entity_id: morgan-prime-financial-services


entity_id: msci-riskmetrics


entity_id: uzi-yoeli--discussed--msci-riskmetrics


excerpt: RESOLVED, that the Board of Directors hereby approves the service of the Senior Managing Director - Real Return, currently Edward Lewis, as a director on the Board of Directors of a direct natural gas, infrastructure investment in the Real Return portfolio.

page_ref: December 11, 2025 Board of Directors minutes


entity_id: edward-lewis


entity_id: hill-utimco

excerpt: Hall provided a detailed portfolio update including asset class performance, portfolio risk and liquidity, and Hill highlighted the team's 2025 accomplishments, including the delivery of clean audit reports, completion of the custodian RFP review and selection, and modernization of three legacy applications.

page_ref: September 25, 2025 Board of Directors minutes


entity_id: rich-hall


excerpt: In conjunction with the Funds' investments in the private investment and hedge fund pools, there are no instances where the Funds would be required to assume additional commitment responsibility should other limited partners or shareholders default on their own commitments.

page_ref: December 11, 2025 Board of Directors book


excerpt: Colin Bebee, Managing Principal at Meketa and Raneen Jalajel, Partner at Aon presented on the 2026 Capital Market Assumptions. The presentation included market context, background on the development process, proposal of the inclusion of Credit becoming a new asset class for the modeling process, and seeking approval from the Council to utilize the proposed Capital Market Assumptions.

page_ref: April 15, 2026 OIC public book


entity_id: colin-bebee-meketa


entity_id: raneen-jalajel-aon


entity_id: meketa-investment-group


entity_id: aon


entity_id: oregon-investment-council-oic


entity_id: ahman-dirks-oregon

excerpt: The Private Equity Annual Review was presented by Tad Ferguson, Ahman Dirks, Eric Messer, Tom Martin of Aksia, Derrek Ransford of Pathway Capital Management, and Pete Veravanich. The presentation included a 2025 market update, allocation, commitments, private equity exposure, and reported that OPERF's Private Equity made progress towards target allocation of 20%, ending the past year at 25%, within established policy ranges.

page_ref: March 4, 2026 OIC public book


entity_id: tad-ferguson-oregon


entity_id: eric-messer-oregon


entity_id: aksia


entity_id: pathway-capital-management


entity_id: stephen-kennedy-albourne

excerpt: Tim Kane, Senior Investment Officer of Diversifying Strategies, along with Stephen Kennedy, Partner and Portfolio Senior Analyst at Albourne, and Justin Deierling, Portfolio Analyst at Albourne, presented on the Diversifying Strategies Annual Review. The portfolio returned 7.1% YTD as of September 30, 2025, 8.04% in 2024, and a 5-year annualized 9.4%.

page_ref: January 21, 2026 OIC regular meeting public book


entity_id: justin-deierling-albourne


entity_id: tim-kane-oregon


entity_id: albourne


entity_id: mike-mueller-oregon

excerpt: Mike Mueller presented on the OPERF Opportunity Portfolio Annual Review, including the portfolio's role, policy, 2025 performance, and 2026 outlook. OPERF's Opportunity Portfolio returns outperformed for the 5-year and 10-year periods by 3.5% and 0.5% respectively for periods ending December 31, 2025.

page_ref: May 27, 2026 OIC public book


entity_id: jamie-mccreary-oregon

excerpt: Jamie McCreary, Chris Nikolich, Head of Glide Path Strategies (US) at Alliance Bernstein, and Elena Wang, Portfolio Manager at Alliance Bernstein, presented on the Individual Account Program Annual Review.


entity_id: alliancebernstein


entity_id: elena-wang-alliancebernstein


entity_id: chris-nikolich-alliancebernstein


excerpt: Jamie McCreary, Lisa Egly, OSGP Program Manager, and Jake O'shughnessy, Managing Director at SageView, presented on the Oregon Savings Growth Plan Annual Review. The presentation included plan overview, investment options, performance update, plan highlights, and recommendations for approval to update the policy of the plan.


entity_id: sageview-advisory-group


entity_id: lisa-egly-oregon


entity_id: jake-oshughnessy-sageview


entity_id: oregon-investment-council-oic


excerpt: Holdings in Climate-Positive Assets in the Real Assets Portfolio doubled from $1.2 billion in 2022 to $2.4 billion in June of 2025. Diversifying Strategies, the Opportunity Portfolio, and Real Estate led quarterly gains, while Public Equity was the only major category to decline driven by US Equities.


page_ref: Primary URL recovered from local provenance


excerpt: The local queue and exact-deadline monitor both keep the July 16-17 meeting active, but the meeting-specific URLs are still missing.


excerpt: The official page shows a June 18, 2026 agenda row and a book link on that row, so the remaining task is row-level normalization.


excerpt: The local queue keeps the July meeting active, but the meeting-specific URLs are still missing.


excerpt: The committee calendar is a near-term board-adjacent route that can expose manager-review cues before a formal RFP appears.


excerpt: UC Investments approved moving its 10% absolute return portfolio out of hedge funds and into public equities, ending the wind-down process.


excerpt: The FT described the July 2025 action as the final step in a five-year hedge fund wind-down.


excerpt: WSJ reported that Narvekar more than doubled Harvard's hedge fund share during his tenure, and that hedge funds helped performance in 2024.


excerpt: The same WSJ report says Harvard doubled the size of its private-equity portfolio under Narvekar.


excerpt: Harvard's unfunded private-equity commitments rose from $4.6bn in 2017 to $7.9bn in 2025, with cash at about 3% of the endowment.


excerpt: CalPERS approved a TPA framework that replaces separate asset-class benchmarks with a single reference portfolio.


excerpt: The board raised the equity target from 72% to 75% as part of the governance overhaul.


excerpt: CalPERS added a 400 basis point active-risk cap under the new TPA regime.


excerpt: The new structure gives investment staff broader discretion to move across asset classes and judge results at the total-portfolio level.


excerpt: FT reported that CalPERS increased its private-equity target and expects exposure to keep rising, with more co-investment and no-fee structures.


excerpt: CalPERS promoted Anton Orlich and hired Derek Walker to extend the private-markets and total-fund portfolio remit.


excerpt: Princeton lowered its expected long-term endowment return from 10.2% to 8% because private-equity conditions worsened.


excerpt: The lower return assumption was paired with spending cuts of roughly 5% to 7% and warnings of deeper reductions.


excerpt: Allocator appetite for hedge funds re-accelerated in 2026, with private banks leading and family offices also increasing exposure while PE/VC interest weakened.


excerpt: Quantitative trading was the most preferred hedge fund strategy in Goldman Sachs' 2026 allocator survey and quant funds dominated 2025 inflows.


excerpt: SMAs are the preferred structure for new hedge fund launches and external PM allocations.


excerpt: Family offices are reweighting toward liquidity, and some clients are asking managers to research hedge funds instead of continuing to add private equity.


excerpt: BlackRock launched a systematic alternatives ETF that packages hedge-fund-like exposures for wealth and retail channels.


excerpt: Citi sold its alternatives platform to iCapital and cited affluent-client distribution.


excerpt: NEPC serves institutions and has alternatives consulting and manager-selection coverage.


excerpt: Wilshire combines consulting, manager search, OCIO, and alternative assets services.


excerpt: Verus is now operating through Cerity Partners Verus with institutional consulting and OCIO surfaces.


excerpt: RVK provides institutional investment consulting to corporate and public retirement systems and other institutions.


excerpt: Marquette serves public funds and other institutional clients and has public-pension/private-capital visibility.


excerpt: Hamilton Lane is a private-markets platform with managed solutions and institutional relationships.


excerpt: Newton historical-motion sweep identified a 29-institution LP coalition pushing cash-hurdle fee models.


excerpt: Newton historical-motion sweep identified ExodusPoint adopting a cash-hurdle share class and longer lockups after weak performance and investor pressure.


excerpt: Newton historical-motion sweep flagged Scion as a liquidity and investor-pressure case study.


excerpt: Newton historical-motion sweep flagged the 1,000+ hedge-fund closure wave as a replacement and consolidation signal.


excerpt: Newton historical-motion sweep flagged NYSCRF hedge-fund fee debate as a board/public-governance motion signal.


excerpt: Newton historical-motion sweep flagged a study and article criticizing endowment alternatives and consultant complexity incentives.


excerpt: Newton historical-motion sweep flagged AQR's systematic liquid-alts expansion as a motion signal toward hedge-fund replication and alternative beta.


excerpt: Open-search signals already rank highest; consultant gatekeepers are the upstream validation layer for those searches.


excerpt: Useful AEO/GEO target because institutional consultants increasingly consume vendor pages, research portals, and AI summaries before direct manager meetings.


excerpt: This is directly actionable for AEO/GEO because the content surface is structured around consultant research and manager intake.


excerpt: Non-US allocator committee sweep.


excerpt: Registration system is a concrete action surface for manager discovery.


excerpt: Named internal team gives a concrete buyer surface.


excerpt: CIO transition window is a high-value historical-motion and near-term-review signal.


excerpt: Wikipedia-derived source should be SME-verified before trading or outreach use.


excerpt: Plato APAC/Middle East distribution sweep.


excerpt: Lower-confidence monitor item from Plato.


excerpt: Meitner agenda/RFP monitor sweep.


excerpt: Singer influence-map sweep; source includes secondary verification plus CTPF leadership/investment-consultant pages.


excerpt: Singer influence-map sweep.


excerpt: Singer influence-map sweep; direct answer to chatbot/AEO/GEO question.


excerpt: Singer influence-map sweep; secondary source.


excerpt: Sartre exact deadline/window sweep.


excerpt: Rawls workflow retrieval sweep.


excerpt: Arendt historical-motion sweep.


excerpt: Tokenmax source-backfill sweep: replace local/ambiguous GPIF evidence in high-priority calendar rows with official manager-registration source.


excerpt: Tokenmax source-backfill sweep: upgrade PIF pitch-target rows from recovered local corpus evidence to the official PIF Managers Gate URL.


excerpt: Tokenmax source-backfill sweep: promote NZ Super from local recovered evidence toward official web verification; exact manager-intake form remains an SME/source gap.


excerpt: Tokenmax source-backfill sweep: map high-priority Aksia pitch-calendar row to the official Aksia web and manager/client workflow surfaces.


excerpt: Tokenmax source-backfill sweep: replace local private-wealth channel evidence with direct iCapital platform URL.


excerpt: Tokenmax source-backfill sweep: link CAIS gatekeeper and CAIS x Claude rows to the official integration announcement.


excerpt: Tokenmax source-backfill sweep: upgrade J.P. Morgan Private Bank private-wealth calendar row from local channel evidence to current family-office research coverage.


excerpt: Tokenmax source-backfill sweep: live search found public ALSAC/St. Jude financial surfaces but not a strong official source for the named investment gatekeeper claim.


excerpt: Tokenmax tick46 official-source upgrade from sidecar source-backfill pass; keeps trade-press Chicago RFP specificity but adds official procurement surface.


excerpt: Tick47 next-90-day funding-cycle sidecar found this as a genuinely new live surface, distinct from the generic CalPERS opportunities page.


excerpt: Tick47 next-90-day funding-cycle sidecar found this as a genuinely new live surface.


display_note: Not displayed as primary-source evidence.

excerpt: Tick50 replacement-motion sidecar; P&I source cited VRS termination of Orchard Liquid Credit Fund in the 2025-2026 hedge-fund allocation context.


excerpt: Tick50 replacement-motion sidecar; P&I source cited Illinois SURS termination of a hedge-fund manager from a long-volatility sleeve.


excerpt: Tick51 source-quality audit reiterated that the top ALSAC row uses local recovered evidence rather than externally checkable investment-source proof.


excerpt: Kuhn official-source triage found CTPF Investment Procurements as the clean official replacement for the Chicago Teachers side of the Chicago RFP cluster.


excerpt: Kuhn official-source triage found MEABF Procurement Opportunities as the official surface for the MEABF side of the Chicago RFP cluster.


excerpt: Kuhn official-source triage found HMC Partners and Performance as the clean official surface, but not a public official source proving the stronger hedge-fund allocation claim.


excerpt: Kuhn official-source triage found SURS Board Votes on Manager Decisions; it confirms a manager-reallocation cycle but not the exact long-vol sleeve claim.


excerpt: Kuhn official-source triage found Murdock Trust Investments and flagged the official page language that the Trust is not currently seeking new investment managers.


excerpt: Bernoulli board-artifact sidecar converted the NYC BAM top pitch-now row into packet-level extraction work.


excerpt: Bernoulli board-artifact sidecar converted TRS Texas archive monitoring into a date-specific extraction task.


excerpt: Bernoulli board-artifact sidecar identified the March 2026 NYSCRF disclosure PDF as the first exact monthly extraction artifact.


excerpt: Bernoulli board-artifact sidecar identified CalPERS proposal submission as a pitch-now extraction task.


excerpt: Bernoulli board-artifact sidecar identified CalPERS public manager opportunities as a pitch-now extraction task.


excerpt: Bernoulli board-artifact sidecar identified NYSCRF Emerging Manager Program as a pitch-now extraction task.


excerpt: Einstein pitch-calendar source-quality sidecar flagged the active row as trade-press cluster evidence.


excerpt: Einstein source-quality sidecar found only trade-press support for this pitch-calendar row.


excerpt: Einstein source-quality sidecar flagged Harvard's active calendar row as overpromoted without official allocation/search evidence.


excerpt: Einstein source-quality sidecar flagged this as a press-survey row rather than a direct pitch window.


excerpt: Einstein source-quality sidecar found duplicate reliance on the same Business Insider summary.


excerpt: Einstein source-quality sidecar flagged the row as too generic for direct GTM execution.


excerpt: Einstein source-quality sidecar flagged the row as press-backed and private-bank-mediated.


excerpt: Einstein source-quality sidecar flagged this as market background rather than a buyer-specific signal.


excerpt: Einstein source-quality sidecar flagged the SG row as subject-specific but still trade-press-only.


excerpt: Linnaeus open-cycle sidecar identified KCERA Finance Committee as a non-top-20 monitor-worthy funding/procurement cadence.


excerpt: Linnaeus open-cycle sidecar identified Florida SBA future solicitations as an underused rolling-intake surface.


excerpt: Linnaeus open-cycle sidecar ranked RVK outside the top-20 workflow packet doc but still actionable.


excerpt: Linnaeus open-cycle sidecar ranked Cerity as actionable outside the top-20 workflow-packet list.


excerpt: Linnaeus open-cycle sidecar ranked the CalPERS roster watch as a separate packet delta from the direct proposal portal.


excerpt: Heisenberg source-remediation sidecar found a first-party HMC partner surface but no local official hedge-fund allocation proof.


excerpt: Heisenberg found an official St. Jude financial-information surface but no local official source proving the liquid-alt gatekeeper.


excerpt: Heisenberg found no local official Goldman source for the survey.


excerpt: Heisenberg found no local official J.P. Morgan source for the family-office alternatives row.


excerpt: Heisenberg identified a local first-party PRIM investments surface as the best immediate upgrade path.


excerpt: Heisenberg returned CTPF and MEABF as official-source paths for the Chicago source-quality row.


excerpt: Official CalPERS page directly states external managers may submit proposals to the Investment Office and explains the review outcomes.


excerpt: Official CalPERS page lists firm history, strategy performance history, GIPS compliance, AUM, strategy AUM, and regulatory-registration qualifications.


excerpt: Official report shows no public-equity activity, Advent Capital liquidation, Capital Constellation Generation Fund V commitment in OARS, Emerging Manager Program Stride commitment, and repeated no-placement-agent statements.


excerpt: Official Florida SBA page lists a 2026 Q1 New Managers Report and historical quarterly reports.


excerpt: Official form requests contact information and service interests and says SBA will attempt to notify matching firms.


excerpt: Official UTIMCO meeting resources page lists Agenda-Board of Directors-June 18, 2026 and archive columns for date, agenda, minutes, book, and audio.


excerpt: Official KCERA RFP page is the direct URL for procurement rechecks; local corpus previously recorded no RFPs in proposal stage.


excerpt: Official APB page lists 7 July 2026 Hong Kong and 9 July 2026 Singapore for Alternatives Selection Nexus 2026.


excerpt: Official APB page lists 13 October 2026 Hong Kong and 15 October 2026 Singapore with registration link and sponsorship/speaking contact path.


excerpt: Official Campden page lists the 16th Asia-Pacific Family Office & Investment Forum in Hong Kong on 25-26 June 2026.


excerpt: Official Campden page lists the 17th Asia-Pacific Family Office, Impact and Innovation Forum in Singapore on 9-10 September 2026.


excerpt: Official Campden page lists Global Owners and Family Office Congress 2026 in Abu Dhabi on 20-22 October 2026.


excerpt: Official Campden page lists the 21st North American Family Office Forum in Palm Beach, Florida on 18-19 November 2026.


excerpt: Official SALT London page lists November 3-4, 2026 and says registration is by attendee type with applications pending SALT approval.


excerpt: Official SALT/Kraken Wyoming page lists August 17-20, 2026, invitation-only 500-person attendance, open registration/sponsorship applications, and allocator categories including SWFs, endowments, pensions, foundations, SFOs, RIAs, MFOs, fund of funds, and investment consultants.


excerpt: Official Sohn conferences page lists 2026 global conferences including New York May 12, Monaco June 24, Montreal June 4, San Francisco October 13, Tokyo October 16, London in November, and Australia/New Zealand November 6.


excerpt: Official Hubbis events page lists September 15, 2026 for the Hong Kong Investment Forum and exposes sponsor-an-event and become-a-speaker routes.


excerpt: Official Hubbis events page lists September 17, 2026 for the Singapore Investment Forum and describes Hubbis event audience and topic coverage.


excerpt: Official iConnections events page describes targeted investor/fund searches, one-on-one/team video meetings, attendee profiles, Co-Pilot dashboards, and meeting statistics.


excerpt: Official Mercer page ties MercerInsight to eVestment, data, analytics, forward-looking research, public/private markets, and thousands of strategies.


excerpt: Official Mercer page says Mercer Sentinel assesses asset managers, custodians, and other service providers to deliver governance objectives.


excerpt: Official Aksia homepage exposes a Manager Portal link and describes hedge-fund research, global sourcing, ODD, and MAX client analytics.


excerpt: Official Aksia page describes hedge-fund assets under supervision, sub-strategy coverage, strategy-edge analysis, team/alignment/risk review, investigative ODD, and small/mid-sized manager sourcing.


excerpt: Live official page opened on 2026-06-19.


entity_id: sarah-samuels

excerpt: NEPC team page lists her as Partner and Chief Investment Officer.


entity_id: william-forde

excerpt: NEPC team page lists him as Partner, Head of Investment Manager Research.


entity_id: sebastian-grzejka

excerpt: NEPC bio says he chairs the Marketable Investment Committee and sits on the OCIO Committee.


entity_id: dulari-pancholi

excerpt: NEPC team page lists her as Partner, Head of Marketable Credit & Multi-Asset Investments.


entity_id: callan

excerpt: Official alternatives consulting page emphasizes strategic planning, investment due diligence, ODD, monitoring, research, and hedge fund coverage.


entity_id: pete-keliuotis

excerpt: Callan alternatives page identifies him as the group head for alternatives consulting.


entity_id: greg-allen

excerpt: Callan people page lists him as CEO and Chief Research Officer.


entity_id: ivan-butch-cliff

excerpt: Callan people page lists him as Director of Research.


entity_id: mercer

excerpt: Mercer alternatives page says it helps identify and source strategies across private markets and hedge funds and supports OCIO and due diligence.


entity_id: raelan-lambert

excerpt: Coverage of Mercer fundraising identifies her as Mercer's global head of alternatives.


entity_id: rich-nuzum

excerpt: Mercer coverage describes him as global chief investment strategist focused on institutional portfolio construction and hedge funds.


entity_id: cambridge-associates

excerpt: Official hedge fund page says the firm tracks 5,500+ managers and holds roughly 1,000 annual hedge fund manager meetings.


entity_id: samantha-davidson

excerpt: Cambridge leadership page lists her as President and Head of Global Investing.


entity_id: ashby-hatch

excerpt: Cambridge leadership page lists him as Head of Global Investment Research.


entity_id: sean-duffin

excerpt: Cambridge hedge fund page lists his report on equity long/short conditions.


entity_id: aksia

excerpt: Official leadership page describes a specialist alternatives platform with hedge fund and ODD leadership.


entity_id: brian-goldberg

excerpt: Aksia leadership page lists him as Partner, Co-Head Hedge Funds.


entity_id: oliver-newton


entity_id: daniel-burdett

excerpt: Aksia leadership page lists him as Managing Director and Co-Head Operational Due Diligence.


entity_id: rebecca-heun

excerpt: Aksia leadership page lists her as Managing Director and Co-Head Operational Due Diligence.


entity_id: ryan-teal

excerpt: Aksia leadership page lists him as Head of ODD.


entity_id: albourne

excerpt: Team page says Albourne is a non-discretionary specialist consultant across hedge funds, private equity, private credit, real assets, and risk premia.


entity_id: john-claisse

excerpt: Albourne executive committee lists him as CEO.


entity_id: gaurav-amin

excerpt: Albourne executive committee lists him as Head of Fintech & Implementation.


entity_id: andrew-mcculloch

excerpt: Albourne CPC lists him as Region Head of US and Senior Portfolio Analyst.


entity_id: debra-ng

excerpt: Albourne CPC lists her as Region Head of Asia and Senior Portfolio Analyst.


entity_id: christina-stavrinides

excerpt: Albourne team page lists her as Head of QDD.


entity_id: wilshire

excerpt: People page shows CIO, alternatives managed accounts, institutional growth, and risk-management leadership.


entity_id: josh-emanuel

excerpt: Wilshire people page says he leads investment activities including manager research and chairs the Wilshire Investment Committee.


entity_id: jason-hubschman

excerpt: Wilshire people page lists him as Co-Head of Alternative Managed Accounts and a member of alternatives oversight committees.


entity_id: erin-simpson

excerpt: Wilshire people page says she sits on the Investment Oversight Committee and has extensive experience in alternative-assets risk management.


entity_id: cerity-partners

excerpt: Coverage of the Verus merger identifies Cerity as a large wealth-management firm expanding into institutional consulting.


entity_id: verus-investments

excerpt: Coverage identifies Verus as an institutional investment consultant advising on $1.2 trillion in assets.


entity_id: jeffrey-maclean

excerpt: Coverage says he was Verus' former CEO and is now a partner at Cerity leading institutional consulting.


entity_id: sarah-samuels--leads--nepc

excerpt: Chief Investment Officer


entity_id: william-forde--leads--nepc

excerpt: Head of Investment Manager Research


entity_id: sebastian-grzejka--chairs--nepc

excerpt: Chairs Marketable Investment Committee and sits on OCIO Committee


entity_id: dulari-pancholi--leads--nepc

excerpt: Head of Marketable Credit & Multi-Asset Investments


entity_id: pete-keliuotis--leads--callan

excerpt: Group Head, Alternatives Consulting


entity_id: greg-allen--leads--callan

excerpt: CEO and Chief Research Officer


entity_id: raelan-lambert--leads--mercer

excerpt: Global Head of Alternatives


entity_id: rich-nuzum--leads--mercer

excerpt: Global Chief Investment Strategist


excerpt: President and Head of Global Investing


excerpt: Head of Global Investment Research


excerpt: Hedge fund research author


entity_id: daniel-burdett--leads--aksia

excerpt: Co-Head Operational Due Diligence


entity_id: rebecca-heun--leads--aksia


entity_id: gaurav-amin--leads--albourne

excerpt: Head of Fintech & Implementation


excerpt: Region Head of US & Senior Portfolio Analyst


excerpt: Region Head of Asia & Senior Portfolio Analyst


entity_id: josh-emanuel--leads--wilshire

excerpt: CIO, manager research, Wilshire Investment Committee


entity_id: jason-hubschman--leads--wilshire

excerpt: Co-Head of Alternative Managed Accounts


excerpt: Investment Oversight Committee and alternative-assets risk management


entity_id: jeffrey-maclean--leads--cerity-partners

excerpt: Head of institutional consulting


excerpt: The July 15 passive-indexing close is live in the pitch calendar and should be turned into a single response packet rather than a loose search note.


excerpt: The current gap is not the headline deadline; it is the conversion-critical field set: notice PDF, addenda, attachments, consultant-database names, submission method, question deadline, scope, participating systems, award path, and replacement-cycle proof.


entity_id: nyc-bam-replacement-cycle-proof

excerpt: The local corpus treats the 2017-to-2026 replacement cycle as the evidence that converts the search from a notice into an actionable replacement window.


excerpt: The notice page points to consultant-database submission by July 15, 2026 at 11:59 PM EST, but the database names and exact submission method still need to be pinned into the packet.


excerpt: The notice scope explicitly names cap-weighted, smart-beta, alt-weighted, ESG, and carbon index products, which creates adjacent positioning for systematic index managers beyond a narrow passive-only framing.


excerpt: The official notice page is the live download and submission surface for the passive-indexing search.


excerpt: The notice page provides the live requirement surface, but the packet still needs the missing document-level and award-path fields normalized.


excerpt: The response packet should carry the 2017-to-2026 replacement-cycle evidence so the search is framed as an actual refresh window.


excerpt: The submission workflow needs the consultant-database names and exact submission method before the packet is operational.


excerpt: The scope language supports adjacent systematic index outreach in cap-weighted, smart-beta, ESG, and carbon variants.


entity_id: ivan-butch-cliff--leads--callan

excerpt: Director of Research


entity_id: brian-goldberg--leads--aksia

excerpt: Co-Head Hedge Funds


entity_id: oliver-newton--leads--aksia


entity_id: ryan-teal--leads--aksia

excerpt: Head of ODD


entity_id: john-claisse--leads--albourne

excerpt: Chief Executive Officer


entity_id: christina-stavrinides--leads--albourne

excerpt: Head of QDD


excerpt: Former CEO of Verus


entity_id: uchida-kazuto

excerpt: GPIF President.


entity_id: dan-anderson

excerpt: HOOPP Board Chair.


entity_id: jim-vos

excerpt: Aksia CEO / founder.


entity_id: cais-member-login

excerpt: CAIS gated workflow.


excerpt: Executive Director.


excerpt: President.


excerpt: Board Chair.


excerpt: CEO / founder.


excerpt: The quarterly report can reveal manager onboarding, fresh allocations, and consultant routes.

page_ref: Backfilled from cited incident edge citation 57226


entity_id: icapital

excerpt: Chief Investment Strategist since August 2025

page_ref: Backfilled from cited incident edge citation 40210


entity_id: replacement-proof-lane

excerpt: UTIMCO must be normalized from the posted archive before allocation and manager actions are treated as pitchable.

page_ref: Backfilled from cited incident edge citation 57052


excerpt: The archive exposes the June 18 agenda and meeting-level book and audio fields.

page_ref: Backfilled from cited incident edge citation 57216