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excerpt: MacArthur Foundation - https://www.macfound.org/about/people/eric-vaang


entity_id: caixia-ziegler

excerpt: MacArthur Foundation - https://www.macfound.org/about/people/caixia-ziegler


entity_id: dwight-koda

excerpt: William & Flora Hewlett Foundation - https://hewlett.org/people/dwight-koda/


entity_id: catherine-cax

excerpt: Soros Economic Development Fund / Open Society Foundations - https://uk.linkedin.com/in/catherineisabellecax


entity_id: georgia-levenson-keohane

excerpt: Soros Economic Development Fund - https://www.opensocietyfoundations.org/newsroom/open-society-s-impact-investment-fund-names-new-ceo


entity_id: kimberlee-cornett

excerpt: Robert Wood Johnson Foundation - https://www.rwjf.org/en/about-rwjf/newsroom/2021/05/rwjf-announces-200-million-allocation-for--impact-investments-directed-by-kimberlee-cornett.html


entity_id: john-a-barker

excerpt: Kresge Foundation - https://kresge.org/news-views/kresge-elevates-new-investment-office-leadership/


entity_id: venus-b-phillips


entity_id: jon-gentry


entity_id: elizabeth-goldsberry


entity_id: adrian-ohmer


entity_id: emily-bertsche


entity_id: allie-levine


entity_id: natalie-revelle

excerpt: Gates Foundation Strategic Investment Fund - https://sif.gatesfoundation.org/our-team/


entity_id: david-rossow


entity_id: ryan-kreitzer


entity_id: vanessa-bhark


entity_id: zainab-bakrin


entity_id: kristin-decou


entity_id: julie-frye


entity_id: antonio-garcia-maldonado


entity_id: will-kaplan


entity_id: logan-morwick-miller


entity_id: susan-nathan


entity_id: kennard-noyes


entity_id: archana-srivatsan


entity_id: jill-stratton


entity_id: matt-topham


entity_id: carolyn-ainslie

excerpt: Gates Foundation SIF Investment Committee - https://sif.gatesfoundation.org/our-team/


entity_id: patrick-james-heron


entity_id: sundar-kodiyalam


entity_id: keith-matthews


entity_id: nimit-shah


entity_id: sandeep-singhal


entity_id: chris-wilson


entity_id: ford-foundation

excerpt: Manages $16.6 billion endowment - https://www.fordfoundation.org/


entity_id: macarthur-foundation

excerpt: Manages ~$9 billion endowment - https://www.macfound.org/


entity_id: william-flora-hewlett-foundation

excerpt: Manages ~$14 billion endowment - https://hewlett.org/


entity_id: david-and-lucile-packard-foundation

excerpt: Manages $10 billion endowment - https://www.packard.org/


entity_id: rockefeller-foundation

excerpt: Manages $6-7 billion endowment - https://www.rockefellerfoundation.org/


entity_id: bill-melinda-gates-foundation-trust

excerpt: Manages ~$67 billion - https://www.gatesfoundation.org/


excerpt: Uses equity, debt, and guarantee tools for impact - https://sif.gatesfoundation.org/


entity_id: robert-wood-johnson-foundation

excerpt: Manages $625 million impact investment allocation - https://www.rwjf.org/


entity_id: kresge-foundation

excerpt: Strong impact investing and community development focus - https://kresge.org/


entity_id: open-society-foundations

excerpt: Includes Soros Economic Development Fund for impact investing - https://www.opensocietyfoundations.org/


entity_id: soros-economic-development-fund

excerpt: Deployed over $400 million in private-sector investments - https://www.soroseconomicdevelopmentfund.org/


entity_id: cascade-investment

excerpt: Manages $115+ billion in personal assets plus $67 billion foundation trust - https://cascadeassetmanagement.com/


entity_id: frazier-life-sciences

excerpt: Patrick James Heron is Managing Partner, serves on Gates SIF Committee - Founded by venture investors


entity_id: kodiyalam-capital

excerpt: Sundar Kodiyalam is Managing Partner, serves on Gates SIF Investment Committee


entity_id: avaana-capital

excerpt: Sandeep Singhal is Senior Advisor, serves on Gates SIF Investment Committee


entity_id: baillie-gifford

excerpt: Manages Gates Foundation Trust endowment - https://www.bailliegifford.com/


entity_id: blackrock

excerpt: Manages Gates Foundation Trust endowment investments


entity_id: dodge-cox


excerpt: Vice President and Chief Investment Officer since 2009 - https://www.fordfoundation.org/about/people/eric-doppstadt/


excerpt: Vice President and Chief Investment Officer, started June 17, 2025 - https://www.macfound.org/press/press-releases/bola-olusanya-named-vice-president-and-chief-investments-officer


excerpt: Chief Investment Officer, manages $14 billion portfolio - https://hewlett.org/people/brett-johnson/


excerpt: Chief Investment Officer, started January 2018 - https://www.packard.org/about-the-foundation/our-people/bio/kimberly-sargent-3/


excerpt: Chief Investment Officer since 2019 - https://www.rockefellerfoundation.org/profiles/chun-lai/


excerpt: Chief Investment Officer since 1994 - https://cascadeassetmanagement.com/meet-our-leadership/


excerpt: Chief Investment Officer and founder, manages Gates personal wealth and foundation trust


excerpt: Investment Director and Managing Partner - https://sif.gatesfoundation.org/our-team/thong-le


excerpt: Managing Director, Private Equities since 1999 - https://www.macfound.org/about/people/mark-j-franke


excerpt: Director, Private Equities - https://www.macfound.org/about/people/melissa-richlen


excerpt: Managing Director, Fixed Income and Alpha Strategies - https://www.macfound.org/about/people/joe-rumph


excerpt: Deputy Chief Investment Officer - https://www.macfound.org/about/people/buck-betten


excerpt: Managing Director, Public Equities and Alpha Strategies - https://www.macfound.org/about/people/eric-vaang


excerpt: Managing Director, Real Assets and Sustainable Investments - https://www.macfound.org/about/people/caixia-ziegler


excerpt: Chief Financial Officer and Treasurer - https://hewlett.org/people/dwight-koda/


excerpt: Director of Investments - https://uk.linkedin.com/in/catherineisabellecax


excerpt: Chief Executive since November 14, 2022


excerpt: Director of Impact Investments, joined 2020 - https://www.rwjf.org/en/about-rwjf/newsroom/2021/05/rwjf-announces-200-million-allocation-for--impact-investments-directed-by-kimberlee-cornett.html


excerpt: Vice President and Chief Investment Officer - https://kresge.org/news-views/kresge-elevates-new-investment-office-leadership/


excerpt: Managing Director, Investment Office - https://kresge.org/news-views/kresge-elevates-new-investment-office-leadership/


excerpt: Investment Director - https://kresge.org/news-views/kresge-elevates-new-investment-office-leadership/


excerpt: Associate Investment Director, Public Markets - https://kresge.org/news-views/three-new-staff-members-join-kresges-investment-and-communications-teams/


excerpt: Director, Volume Guarantees and Senior Financial Advisor - https://sif.gatesfoundation.org/our-team/


excerpt: Founding Partner - https://sif.gatesfoundation.org/our-team/


excerpt: Senior Investment Coordinator - https://sif.gatesfoundation.org/our-team/


excerpt: Deputy Director, Legal - https://sif.gatesfoundation.org/our-team/


excerpt: Partner & Head of South Asia Investments - https://sif.gatesfoundation.org/our-team/


excerpt: Program Manager - https://sif.gatesfoundation.org/our-team/


excerpt: Managing Partner


excerpt: Serves on SIF Investment Committee - https://sif.gatesfoundation.org/our-team/


excerpt: Senior Advisor


excerpt: External investment manager for foundation trust endowment


excerpt: Impact investment arm - https://www.soroseconomicdevelopmentfund.org/


excerpt: Previous role: Associate Director/Head of Real Estate before joining MacArthur


entity_id: michael-barry

excerpt: Assumed CIO role Feb 2025; grew Georgetown endowment from $1B to $3.7B during 14-year tenure as CIO; manages $13B Johns Hopkins endowment


entity_id: jason-perlioni

excerpt: CIO 2017-2024 (7 years); led $9B endowment; joined Pritzker Group Asset Management (15 years private sector); transitioned to CCFO Denver family office Q3 2024


entity_id: chris-gill

excerpt: Interim CIO after Michael Barry's departure to Johns Hopkins; leads search for permanent successor


entity_id: stefan-strein

excerpt: Transitioned Q1 2026 from Cleveland Clinic; led $33B assets; Cleveland Clinic's first internal CIO (2015); insourced largest OCIO in endowment sector; built 23-person team


entity_id: timothy-compan

excerpt: Interim CIO post-Strein departure; 8-year tenure at Cleveland Clinic; previously Managing Director of Credit Portfolio; prior: Fixed-Income PM at PNC Capital, Credit Trader at Goldman Sachs


entity_id: phil-newman

excerpt: Current leader of $34B pension fund; corporate finance executive from ExxonMobil treasurer's office; assumed role after Colin Kerwin retirement (2018)


entity_id: colin-kerwin

excerpt: Led $34B pension fund 2003-2018 (15 years); 34-year ExxonMobil tenure; $12.78B US + $21.46B overseas assets; BS Chemical Engineering MIT 1982, MBA Dartmouth 1984


entity_id: paul-gorman

excerpt: Oversees Mayo endowment and pension plan; Co-CIO 2015-2020, standalone CIO 2021-present; manages $11.8B Mayo Pension Plan assets


entity_id: harshal-chaudhari

excerpt: Current GE CIO overseeing global pension assets; previously IBM CIO 2016-2019 managing $150B pension; transitioned to IBM Chief Analytics Officer 2019


entity_id: steve-algert

excerpt: Pensions and investment leadership at major healthcare system; named to role overseeing Kaiser's investment office operations


entity_id: diane-comer

excerpt: CTIO leading Kaiser's technology strategy; separate from investment operations


entity_id: johns-hopkins-university

excerpt: $13B endowment under Michael Barry; located Baltimore, MD; academic medical center


entity_id: georgetown-university

excerpt: $3.7B endowment (post-Barry tenure); led by Chris Gill interim; transitioned from Michael Barry


excerpt: $14B endowment now led by Stefan Strein from Cleveland Clinic


entity_id: cleveland-clinic-foundation

excerpt: $33B assets under management; $17B long/short-term + $16B defined contribution; Ohio-based major healthcare system


entity_id: mayo-clinic

excerpt: $11.8B Mayo Pension Plan assets (as of 12/31/24); Rochester-based major academic medical center


entity_id: kaiser-permanente

excerpt: Major US healthcare system; investment office led by Steve Algert; portfolio restructuring with $3.5B PE disposition 2026


entity_id: exxonmobil-pension-plan

excerpt: $34B total assets; $12.78B US + $21.46B overseas; led by Phil Newman; portfolio management via internal team


entity_id: ibm-retirement-fund

excerpt: $150B+ assets; led by structured CIO team; Harshal Chaudhari former CIO 2016-2019; reopened defined benefit plan 2023


entity_id: general-electric-pension-plan

excerpt: Global pension assets; led by Harshal Chaudhari as CIO 2020-present; major industrial company


entity_id: verizon-pension-plan

excerpt: Transitioning from internal VIMCO to Goldman Sachs OCIO model; shutdown effective July 2026; manages Frontier Communications integration


entity_id: goldman-sachs-asset-management

excerpt: $40B+ OCIO mandate growth 2025-2026; managing Verizon, Shell, UPS pension assets; acquiring Verizon VIMCO portfolio July 2026


entity_id: pritzker-group-asset-management

excerpt: Employed Jason Perlioni for 15 years prior to Johns Hopkins CIO role; Illinois-based family office operations


entity_id: ccfo-colorado-family-office

excerpt: Denver-based; founded 2010; manages $3B for UHNW families; Jason Perlioni joined post-Johns Hopkins 2024


entity_id: pnc-capital-advisors

excerpt: Timothy Compan worked as Fixed-Income Portfolio Manager before joining Cleveland Clinic


entity_id: david-barrett

excerpt: Conducted executive CIO search for Johns Hopkins; placed Michael Barry


entity_id: ascension-health-system

excerpt: Top 3 US Catholic health system by size; portfolio restructuring with divestitures 2025-2026; investment strategy focused on cost management


entity_id: trinity-health

excerpt: Large Catholic health system; $20B operating revenue FY2026; $200M operating income; stable 1% operating margin


excerpt: Assumed Feb 2025; https://www.ai-cio.com/news/johns-hopkins-hires-georgetowns-mike-barry-as-cio/


excerpt: CIO 2011-2025; grew endowment $1B→$3.7B; https://www.institutionalinvestor.com/article/2ecbui7ffswakc3j19ukg/corner-office/johns-hopkins-lands-new-cio-from-georgetown


excerpt: CIO 2017-2024; transitioned to family office; https://www.ai-cio.com/news/former-johns-hopkins-cio-joins-colorado-family-office/


excerpt: Interim CIO after Barry transition; https://www.institutionalinvestor.com/article/2ecbui7ffswakc3j19ukg/corner-office/johns-hopkins-lands-new-cio-from-georgetown


excerpt: Transitioned Q1 2026 from Cleveland Clinic; https://www.ai-cio.com/news/stefan-strein-unc/


excerpt: First internal CIO 2015-2026; led $33B assets; https://www.ai-cio.com/news/cleveland-clinic-creates-internal-cio-role/


excerpt: 8-year tenure; interim CIO post-Strein; https://www.ai-cio.com/news/cleveland-clinic-names-timothy-compan-interim-cio/


excerpt: Prior role before Cleveland Clinic; https://www.crainscleveland.com/health-care/ccl-cleveland-clinic-interim-cio-20260324/


excerpt: Current leader of $34B pension fund; treasurer's office background; https://www.zoominfo.com/p/Phillip-Newman/-1235926557


excerpt: Co-CIO 2015-2020, solo CIO 2021-present; manages $11.8B; https://www.linkedin.com/in/paul-gorman-3b57956/


excerpt: Current GE CIO 2020-present; oversees global pension assets; https://www.pgim.com/interview/ge-cio-harshal-chaudhari


excerpt: IBM CIO 2016-2019; managed $150B pension assets; https://www.ai-cio.com/news/breaking-news-chaudhari-leaves-ibm-general-electric-cio-job/


excerpt: Leads Kaiser investment office; https://www.connectmoney.com/stories/kaiser-permanente-names-steve-algert-executive-director-pensions-and-investments/


excerpt: 2003-2018 (15 years); 34-year ExxonMobil tenure; $34B assets; https://www.institutionalinvestor.com/article/b1bfrcjfm8xltt/ExxonMobil-Investment-Chief-Steps-Down


excerpt: Executive recruiter who conducted Johns Hopkins CIO search; https://www.braddockmatthewsbarrett.com/news/johns-hopkins-lands-new-cio-from-georgetown


excerpt: Verizon shutting VIMCO, outsourcing to GSAM OCIO model; effective July 2026; https://www.marketsgroup.org/news/verizon-to-move-pension-asset-management-to-goldman-sachs-ocio


excerpt: 15-year tenure before Johns Hopkins CIO 2017; https://www.ai-cio.com/news/former-johns-hopkins-cio-joins-colorado-family-office/


entity_id: anastasia-titarchuk

excerpt: New York State Common Retirement Fund | Appointed August 2019 | 20+ years Wall Street experience (Bank of America, Barclays Capital, Lehman Brothers, JP Morgan) | Yale University, summa cum laude, B.S. Applied Mathematics | https://www.osc.ny.gov/common-retirement-fund/resources/nys-common-retirement-fund-contacts


entity_id: navyug-patel

excerpt: New York State Common Retirement Fund | Appointed August 2020 | Previously Director of Credit portfolio | Started at CRF June 2015 | Over a decade equity derivative sales at JP Morgan, Barclays, Jefferies | University of Florida physics, Brown University M.S. physics | https://www.osc.ny.gov/common-retirement-fund/resources/nys-common-retirement-fund-contacts


entity_id: jennifer-cardiff

excerpt: New York State Common Retirement Fund | Oversees public equities portfolio | https://www.osc.ny.gov/common-retirement-fund/resources/nys-common-retirement-fund-contacts


entity_id: manuel-casanga

excerpt: New York State Common Retirement Fund | Oversees $37 billion portfolio | At CRF since 1997 | BS Management Rutgers, MS Real Estate Finance NYU | https://www.osc.ny.gov/common-retirement-fund/resources/nys-common-retirement-fund-contacts


entity_id: leo-chenette

excerpt: New York State Common Retirement Fund | https://www.osc.ny.gov/common-retirement-fund/resources/nys-common-retirement-fund-contacts


entity_id: joe-t-dawson


entity_id: michael-federici


entity_id: elizabeth-gordon


entity_id: michael-kelly


entity_id: michael-lombardi


entity_id: sylvester-mcclearn


entity_id: andrew-siwo


entity_id: thomas-p-dinapoli

excerpt: Office of the New York State Comptroller | Sole trustee of Common Retirement Fund | https://www.osc.ny.gov/common-retirement-fund


entity_id: monte-tarbox

excerpt: NYC Comptroller's Bureau of Asset Management | Appointed permanent CIO March 2026 | Previously Interim CIO (January 2026) | 30+ years experience CIO and investment advisor | President AFL-CIO Investment Trust Corporation until January 2024 | Previously Executive Director Investments National Electrical Benefit Fund (10 years), CIO Machinists National Pension Fund | Carleton College B.A., Universit


entity_id: mark-levine

excerpt: Office of the New York City Comptroller | Oversees Bureau of Asset Management for $308.83B portfolio | Five public pension systems | https://comptroller.nyc.gov/services/financial-matters/pension/overview/


entity_id: valerie-red-horse-mohl

excerpt: NYC Bureau of Asset Management | Cherokee ancestry | Leads Economically Targeted Investment (ETI) program | Oversees diverse and emerging manager programs and ESG initiatives | Founded Red-Horse Financial Group (first Native American-owned investment bank) | Previously Drexel Burnham Lambert | Top 100 CFO award, NAWBO Hall of Fame | Reports to CIO | https://comptroller.nyc.gov/newsroom/nyc-comptro


entity_id: bryan-moore

excerpt: South Carolina Retirement System Investment Commission (RSIC) | Appointed permanent CIO October 16, 2025 | Previously interim CIO (July 2025+) | Deputy CIO August 2023 | Managing Director Public Markets 2018 | Director Public Markets 2014 | Senior Investment Officer June 2012 | Joined RSIC 2012 | 10+ years PA SERS experience | CFA August 2011, CAIA May 2019 | $50.3 billion AUM | https://www.market


entity_id: geoffrey-berg

excerpt: South Carolina Retirement System Investment Commission | Left July 2025 for University of Rochester Endowment CIO role | https://www.marketsgroup.org/news/south-carolina-rsics-cio-departing-dcio-moves-into-chief-role


entity_id: andrew-junkin

excerpt: Virginia Retirement System | Appointed 2022 | Previously CIO Rhode Island pension plan (defined contribution and 529 plans) | Wilshire Associates: Managing Director and President (2015-2020) | MBA Wharton, B.S. Business Oklahoma City University | Manages $100B+ fund serving 773,000 members | https://www.varetire.org/about/leadership/


entity_id: patricia-bishop

excerpt: Virginia Retirement System | Chief administrative officer | https://www.varetire.org/about/leadership/


entity_id: michael-cooper

excerpt: Virginia Retirement System | https://www.varetire.org/about/leadership/


entity_id: curtis-doughtie


entity_id: lawrence-e-kochard

excerpt: Virginia Retirement System | PhD | https://www.varetire.org/about/leadership/


entity_id: hance-west


entity_id: allyson-tucker

excerpt: Washington State Investment Board | Appointed CEO January 2022 | Previously Chief Investment Officer | Joined WSIB 2009 | 20+ years investment management experience | Appointed to Ownership Works board June 2026 | Bloomberg profile, FCLTGlobal team member | https://www.sib.wa.gov/docs/info/ceo.pdf


entity_id: christopher-hanak

excerpt: Washington State Investment Board | Promoted to CIO February 2022 | Joined WSIB 2019 | 30+ years finance and investment sector | Previously Acting CIO Group Health Foundation | Investment professional Cascade Asset Management (Bill & Melinda Gates Foundation work) | https://www.marketsgroup.org/news/wsib-commits-1-2b-to-pe-cio-on-current-market-concerns


entity_id: benjamin-l-cotton

excerpt: Pennsylvania Public School Employees' Retirement System (PSERS) | Started January 17, 2023 | U.S. Marine veteran | 25+ years corporate leadership, investment, internal control experience | Ed.D., CFA | Previously Senior Managing Director United Auto Workers Retiree Medical Benefits Trust | Ford Motor Co. roles: investment, treasury, risk management | Thunderbird School Global Management M.S. Inter


entity_id: richard-vague

excerpt: Pennsylvania Public School Employees' Retirement System | Re-elected 2026 | Prior 2020-2022 PSERS board service | Former PA Department of Banking and Securities Secretary | Leadership roles: government, energy, finance, nonprofit | https://www.pa.gov/agencies/psers/newsroom/01092026


entity_id: susan-c-lemmo

excerpt: Pennsylvania Public School Employees' Retirement System | Re-elected 2026 | https://www.pa.gov/agencies/psers/newsroom/01092026


entity_id: rex-kim

excerpt: Oregon State Treasury | Manages OPERF (Oregon Public Employees Retirement Fund) | CIO since 2020 | Salary $810,030 (highest-paid state employee) | Named to 2026 elite institutional CIO list | Oversees $100B pension fund | https://rocketreach.co/rex-kim-email_18183175


entity_id: elizabeth-steiner

excerpt: Oregon State Treasury | 30th Treasurer | First woman and first physician Treasurer | Ex officio member Oregon Investment Council | https://www.oregon.gov/treasury/pages/about-treasurer-steiner.aspx


entity_id: kevin-olineck

excerpt: Oregon PERS | Oversees administration statewide system serving 347,000+ members | Ex officio OIC member | https://www.oregon.gov/treasury/invested-for-oregon/pages/oregon-investment-council.aspx


entity_id: alline-akintore

excerpt: Oregon Investment Council | Partner Oregon Venture Fund | Leads fund's due diligence and research into prospective investments | https://www.oregon.gov/treasury/invested-for-oregon/pages/oregon-investment-council.aspx


entity_id: pia-wilson-body

excerpt: Oregon Investment Council | Retired | Former President Intel Foundation | Shaped global mission | https://www.oregon.gov/treasury/invested-for-oregon/pages/oregon-investment-council.aspx


entity_id: tim-miller

excerpt: Oregon Investment Council | Oregon Business for Climate | Decades executive, non-profit, board experience | Climate and equity focus | https://www.oregon.gov/treasury/invested-for-oregon/pages/oregon-investment-council.aspx


entity_id: elmer-huh

excerpt: Oregon Investment Council | M.J. Murdock Charitable Trust | Leads trust investment team | Manages Trustees' portfolio | https://www.oregon.gov/treasury/invested-for-oregon/pages/oregon-investment-council.aspx


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

excerpt: $297.8 billion AUM (December 31, 2025) | Third-largest US public pension fund | Managed by NYS Office of Comptroller | Thomas P. DiNapoli sole trustee | https://www.osc.ny.gov/common-retirement-fund


entity_id: nyc-bureau-of-asset-management

excerpt: Five NYC public pension systems | $308.83 billion AUM (2026) | Overseen by NYC Comptroller | https://comptroller.nyc.gov/services/financial-matters/pension/overview/


excerpt: $50.3 billion AUM | RSIC | https://www.rsic.sc.gov/


entity_id: virginia-retirement-system

excerpt: $100+ billion AUM | Serves 773,000+ members | https://www.varetire.org/investments/


entity_id: washington-state-investment-board

excerpt: $230.5 billion AUM (Sept 30, 2025) | Manages 40 separate funds: 18 retirement plans, 6 industrial insurance funds, 7 permanent funds | 105 staff | https://www.sib.wa.gov/


entity_id: oregon-public-employees-retirement-fund

excerpt: $100 billion AUM | Managed by Oregon State Treasury | Overseen by Oregon Investment Council | https://www.oregon.gov/treasury/invested-for-oregon/pages/default.aspx


excerpt: $81.2 billion AUM (June 30, 2025) | PSERS | 500,000+ members | 65 internal investment professionals | https://www.pa.gov/agencies/psers


entity_id: afl-cio-investment-trust-corporation

excerpt: Monte Tarbox served as President until January 2024 | https://comptroller.nyc.gov/newsroom/monte-tarbox-selected-as-chief-investment-officer-for-the-office-of-the-new-york-city-comptrollers-bureau-of-asset-management/


entity_id: national-electrical-benefit-fund

excerpt: Monte Tarbox served as Executive Director Investments (10 years) | https://comptroller.nyc.gov/newsroom/monte-tarbox-selected-as-chief-investment-officer-for-the-office-of-the-new-york-city-comptrollers-bureau-of-asset-management/


entity_id: machinists-national-pension-fund

excerpt: Monte Tarbox served as CIO | https://comptroller.nyc.gov/newsroom/monte-tarbox-selected-as-chief-investment-officer-for-the-office-of-the-new-york-city-comptrollers-bureau-of-asset-management/


entity_id: ifm-investors

excerpt: Monte Tarbox held senior roles at IFM Investors | https://comptroller.nyc.gov/newsroom/monte-tarbox-selected-as-chief-investment-officer-for-the-office-of-the-new-york-city-comptrollers-bureau-of-asset-management/


entity_id: red-horse-financial-group

excerpt: First Native American-owned investment bank | Founded by Valerie Red-Horse Mohl | https://comptroller.nyc.gov/newsroom/nyc-comptroller-lander-announces-the-appointment-of-valerie-red-horse-mohl-as-deputy-chief-investment-officer-for-responsible-investing-for-the-bureau-of-asset-management/


entity_id: oregon-venture-fund

excerpt: Alline Akintore is Partner | https://www.oregon.gov/treasury/invested-for-oregon/pages/oregon-investment-council.aspx


entity_id: intel-foundation

excerpt: Pia Wilson-Body former President | https://www.oregon.gov/treasury/invested-for-oregon/pages/oregon-investment-council.aspx


entity_id: m-j-murdock-charitable-trust

excerpt: Elmer Huh leads investment team | https://www.oregon.gov/treasury/invested-for-oregon/pages/oregon-investment-council.aspx


entity_id: university-of-rochester-endowment

excerpt: Geoffrey Berg joined as CIO July 2025 (from SC RSIC) | https://www.marketsgroup.org/news/south-carolina-rsics-cio-departing-dcio-moves-into-chief-role


entity_id: cascade-asset-management

excerpt: Christopher Hanak served as investment professional | Works with Bill & Melinda Gates Foundation | Formerly BMGI | https://www.marketsgroup.org/news/wsib-commits-1-2b-to-pe-cio-on-current-market-concerns


entity_id: group-health-foundation

excerpt: Christopher Hanak served as Acting CIO | https://www.marketsgroup.org/news/wsib-commits-1-2b-to-pe-cio-on-current-market-concerns


excerpt: Chief Investment Officer since August 2019


excerpt: Deputy Chief Investment Officer since August 2020


excerpt: Public Equities Director


excerpt: Director of Real Estate & Real Assets since 1997


excerpt: In-State Private Equity Investment Program Director


excerpt: Private Equity Director


excerpt: Fixed Income Director


excerpt: Corporate Governance Director


excerpt: Operations Director


excerpt: Credit Director


excerpt: Emerging Manager Program Director


excerpt: Sustainable Investments and Climate Solutions Director


excerpt: New York State Comptroller, sole trustee


excerpt: Chief Investment Officer & Deputy Comptroller for Asset Management, appointed permanent March 2026


excerpt: Deputy CIO for Responsible Investing


excerpt: NYC Comptroller


excerpt: Chief Investment Officer since October 16, 2025


excerpt: Joined as CIO July 2025 (left SC RSIC)


excerpt: Chief Investment Officer since 2022


excerpt: Director, chief administrative officer


excerpt: Chief Operating Officer


excerpt: Chief Financial Officer


excerpt: Investment Advisory Committee Chair


excerpt: Investment Advisory Committee Vice Chair


excerpt: Chief Executive Officer since January 2022; previously CIO


excerpt: Chief Investment Officer since February 2022


excerpt: Chief Investment Officer since January 17, 2023


excerpt: Board Chair, re-elected 2026


excerpt: Board Vice Chair, re-elected 2026


excerpt: Chief Investment Officer at Oregon State Treasury since 2020


excerpt: Oregon State Treasurer, ex officio Oregon Investment Council member


excerpt: PERS Director, ex officio OIC member


excerpt: President until January 2024


excerpt: Executive Director Investments for 10 years


excerpt: Chief Investment Officer


excerpt: Senior roles at global institutional investor


excerpt: Founded first Native American-owned investment bank


excerpt: Partner at Oregon Venture Fund


excerpt: Former President of Intel Foundation


excerpt: Leads investment team at M.J. Murdock Charitable Trust


excerpt: Former Chief Investment Officer, left July 2025 for University of Rochester


excerpt: Investment professional at Cascade Asset Management


excerpt: Acting CIO at Group Health Foundation


excerpt: Manages ~$110.5B in assets for Michigan pension and retirement funds


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excerpt: CIO for Michigan Department of Treasury since 2008


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excerpt: Director of Michigan Bureau of Investments


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excerpt: Investment leader in Michigan Bureau of Investments organizational structure


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excerpt: Treasurer of State of Michigan overseeing Bureau of Investments


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excerpt: OPERS manages ~$100B in assets, 11th largest public pension fund in US


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excerpt: CIO of OPERS since June 2018; manages ~55 investment professionals and $100B in assets; 28+ years investment experience


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excerpt: STRS Ohio manages $100.6B in assets, serves 1M+ educators and beneficiaries


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excerpt: Executive Director of STRS Ohio since July 2025; previously ED of North Carolina Retirement Systems 2011-2019


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excerpt: CIO of STRS Ohio; 20+ years private markets experience; leads $19B+ alternatives portfolio


excerpt: PRIM manages Pension Reserves Investment Trust (PRIT) Fund for Massachusetts public employee pensions


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excerpt: CIO of PRIM; recognized in CIO Magazine's 2025 POWER 100; The Allocator Lifetime Achievement Award Feb 2026


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excerpt: Leads PRIM's venture capital program


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excerpt: CIOO at PRIM; chairs GIPS Standards Asset Owner Subcommittee


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excerpt: Operations leadership at PRIM


excerpt: Manages $73.5B in assets for 400,000+ members; MSRPS


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excerpt: CIO of Maryland SRPS as of January 2026; 30+ years investment management experience


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excerpt: Deputy CIO at Maryland SRPS; CFA, CAIA


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excerpt: Deputy CIO and MD for Public Equity at Maryland SRPS; CFA, CAIA


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excerpt: Investment division leadership at Maryland SRPS


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excerpt: Investment division leadership at Maryland SRPS; also acting for Real Assets


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excerpt: Risk management leadership at Maryland SRPS; CFA, CAIA


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excerpt: Governance leadership at Maryland SRPS


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excerpt: Compliance leadership at Maryland SRPS; CIA


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excerpt: Director of Emerging Managers, Durable Capital, and Governance Excellence at Maryland SRPS; J.D.


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excerpt: NJDOI manages $120B+ in assets for 800,000+ pension members; state pension fund manager


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excerpt: CIO of New Jersey Division of Investment since June 2022; CFA, CPA; manages $120B+ assets


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excerpt: Deputy CIO at NJDOI since January 2023; 30+ year career at JP Morgan, Goldman Sachs, BlackRock


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excerpt: Deputy CIO at NJDOI; leads Alternatives, Fixed Income, Trading and Cash Management teams; MBA Columbia


excerpt: CRPTF manages assets for 212,000 state and municipal employees, teachers, retirees


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excerpt: Treasurer of Connecticut overseeing CRPTF pension funds


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excerpt: CIO of Connecticut Office of the Treasurer Pension Funds Management Division as of 2026


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excerpt: Deputy CIO promoted to this role at Connecticut Office of the Treasurer


excerpt: TCRS manages multi-billion dollar portfolio for Tennessee public employees; top 5 pension system nationally


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excerpt: CIO of Tennessee Department of Treasury overseeing Investments Division for TCRS


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excerpt: Promoted to Deputy CIO at TCRS; previously director of private equity since 2013


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excerpt: Senior investment professional at TCRS with 20+ years PE experience; CFA, CAIA, FRM


excerpt: CIO role


excerpt: Bureau Director


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excerpt: Executive Director and Chief Investment Officer


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excerpt: Deputy Chief Investment Officer


excerpt: Deputy CIO and MD Public Equity


excerpt: Managing Director Fixed Income/Credit


excerpt: Managing Director Private Equity


excerpt: Managing Director Absolute Return


excerpt: Senior Governance Manager


excerpt: Senior Compliance Manager


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excerpt: Deputy Executive Director and Deputy CIO


excerpt: State Treasurer overseeing CRPTF


excerpt: Chief Investment Officer


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excerpt: https://realassets.ipe.com - Europe real estate investment forum


excerpt: https://www.peievents.com - 100+ operating partner speakers across PE landscape


excerpt: https://informaconnect.com/superreturn-international/ - 500+ speakers, 2000+ LPs with $50trn AUM


excerpt: https://informaconnect.com/impower-fundforum/ - 300+ asset management speakers, 50+ countries


excerpt: https://www.aima.org/events/aima-global-investor-forum-2026.html - 12th edition, institutional allocators & alternative managers


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excerpt: IPE Real Estate Global Conference 2026 - keynote speaker on geopolitics


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excerpt: IPE Real Estate Global Conference 2026 - moderated geopolitics keynote


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excerpt: IPE Real Estate Global Conference 2026 - panel speaker


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excerpt: PEI Operating Partners Forum Europe 2026 speaker


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excerpt: PEI Operating Partners Forum Europe 2026 speaker - leads Global Industrials Sector


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entity_id: dr-manzoor-mohammed


entity_id: guillaume-de-montchalin


entity_id: freddi-muelke


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entity_id: adriana-oller


entity_id: amit-patel


entity_id: suzana-peri


entity_id: greg-pestrak


entity_id: torben-petersen


entity_id: ovidiu-radu-ovi-petreaca


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entity_id: ellie-reimer


entity_id: jerome-roberts-dowd


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entity_id: louis-saund


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entity_id: gideon-shmuel


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entity_id: ming-lai-wong


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excerpt: FundForum International 2026 - keynote speaker


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excerpt: FundForum International 2026 speaker


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excerpt: IPE Real Estate Global Conference 2026


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entity_id: apg


entity_id: coima


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excerpt: PEI Operating Partners Forum Europe 2026


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entity_id: permira


entity_id: macquarie-asset-management


entity_id: omers-private-equity


entity_id: astorg


entity_id: accenture-uk-ltd


entity_id: anacap


entity_id: deutsche-private-equity


entity_id: gip-blackrock


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entity_id: cegid

excerpt: PEI Operating Partners Forum Europe 2026 - portfolio of Silver Lake


entity_id: fsn-capital-partners


entity_id: ey-parthenon


entity_id: cvc-capital-partners


entity_id: charterhouse


entity_id: convergence-partners


entity_id: triton-partners


entity_id: h-i-g-capital


entity_id: antin-infrastructure-partners


entity_id: growth-capital-partners


entity_id: mckinsey-company


entity_id: singulier


entity_id: investcorp


entity_id: eqt


entity_id: eka-ventures


entity_id: bain-company


entity_id: redcliffe-capital


entity_id: frog-capital-limited


entity_id: simon-kucher


entity_id: eurazeo


entity_id: pei-group


entity_id: nuveen-infrastructure


entity_id: investindustrial


entity_id: kartesia


entity_id: abacus


entity_id: redevco


entity_id: kwap


entity_id: apax-partners


entity_id: lppi


entity_id: bregal-milestone


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entity_id: general-atlantic


entity_id: ancala


entity_id: mercer


entity_id: accordion


entity_id: finatal


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excerpt: PEI Operating Partners Forum Europe 2026 - OTPP


entity_id: towerbrook-capital-partners


entity_id: pictet-alternative-advisors


entity_id: cambridge-associates


entity_id: ardian


entity_id: la-caisse-cdpq


entity_id: advent-international


entity_id: bridgepoint


entity_id: graphite-capital


entity_id: marondo


entity_id: pe-hub


entity_id: private-equity-international


entity_id: capacitas


entity_id: eurazeo-global-investor-elevate


entity_id: vertice


entity_id: pif


entity_id: resilience-partners


entity_id: nest


entity_id: oaktree-capital-management


entity_id: infrastructure-management-limited


entity_id: aurelius


entity_id: keensight-capital


entity_id: providence-equity-partners


entity_id: j-c-flowers-co


entity_id: icon-infrastructure


entity_id: three-hills-capital-partners


entity_id: brookfield


entity_id: eqt-group


entity_id: patrizia


entity_id: hypax


entity_id: allianz-global-investors


entity_id: blue-ridge-partners


entity_id: churchill-partners


entity_id: foresight-group


entity_id: kpmg


entity_id: norgine


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entity_id: three-hills


entity_id: five-arrows


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entity_id: inflexion-private-equity


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excerpt: FundForum International 2026


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excerpt: Keynote on geopolitics, May 2026


excerpt: Moderated keynote, May 2026


excerpt: Panel speaker, May 2026


excerpt: Senior Fellow


excerpt: Professor of Finance & Real Estate


excerpt: CEO


excerpt: Global CIO and Head of Real Estate Solutions


excerpt: Principal Portfolio Manager


excerpt: Managing Director, European Real Estate


excerpt: Founder and Chief Executive


excerpt: Operating Partner


excerpt: Digital Operating Partner


excerpt: Managing Director, Technology & Digital Value Creation Lead (EMEA)


excerpt: Managing Director


excerpt: Operating Advisor, Commercial Excellence


excerpt: Global Private Equity Lead


excerpt: Partner


excerpt: Managing Director, Talent Portfolio Performance


excerpt: Managing Director, Operating Partner for GMF


excerpt: Senior Vice President and Head of US Private Equity Practice


excerpt: Partner & General Counsel


excerpt: Former CTO & CPO


excerpt: Operating Director


excerpt: Adviser


excerpt: Portfolio Director


excerpt: Investment Director and Investment Committee Member


excerpt: Senior Operating Partner, Commercial Excellence


excerpt: Principal


excerpt: Portfolio Growth Director


excerpt: Managing Partner


excerpt: Managing Director and Operating Partner


excerpt: Associate Director


excerpt: General Partner


excerpt: Senior Partner and EMEA Chief Commercial Officer, Private Equity


excerpt: Senior Partner


excerpt: Partner


excerpt: Operating Partner


excerpt: Head of Special Projects, Private Equity


excerpt: Global Head of Asset Management


excerpt: Head of Technology, Data & AI Portfolio Value Creation


excerpt: Director, GRC


excerpt: Head of Asset & Transaction Management, UK


excerpt: Head of Investments & Acquisitions, Real Estate


excerpt: Former Global Margin Expansion Lead


excerpt: Head of Value Creation, Infrastructure


excerpt: VP Portfolio Talent Solutions


excerpt: Head of Asset Management


excerpt: Sr. Principal, UK & Europe Private Equity M&A Leader


excerpt: Managing Director


excerpt: Partner & Head of Europe


excerpt: Senior Managing Director


excerpt: Head of Value Creation - Direct Private Equity


excerpt: Investment Managing Director EMEA Private Equity


excerpt: Operating Partner


excerpt: Managing Director and Operating Partner


excerpt: Managing Director, Head of Portfolio Support Group


excerpt: Senior Partner, Value Creation


excerpt: Partner & Co-founder


excerpt: Editor


excerpt: Senior Reporter


excerpt: Co-Founder and Chief Innovation Officer


excerpt: Partner


excerpt: VP Go-to-Market


excerpt: Partner & Founder


excerpt: Senior Investment Manager, Private Equity


excerpt: Managing Director


excerpt: Managing Director Wren House


excerpt: Principal


excerpt: Manager


excerpt: Value Creation Director


excerpt: Operating Partner


excerpt: Value Creation Officer


excerpt: Vice President, Business Operations


excerpt: Managing Director/Head of Procurement


excerpt: Managing Partner


excerpt: Associate Portfolio Manager Infrastructure Equity


excerpt: Advisor


excerpt: Partner, Cash & Working Capital


excerpt: Vice President, Global Supply Chain & Procurement


excerpt: Founder and Operating Partner


excerpt: Partner


excerpt: Managing Partner & Founder


excerpt: Principal - Operational Excellence


excerpt: Director


excerpt: Partner - Global Value Chain Lead & Transfer Pricing


excerpt: Operations Director


excerpt: Principal, Asset Management


excerpt: Managing Director, Talent Team


excerpt: Operating Partner


excerpt: Senior Principal and Commercial & Strategy Lead, Executive Remuneration


excerpt: Director, Technology Leadership


excerpt: Operating Director


excerpt: Keynote, June 22-24, 2026


excerpt: Founder, CEO, CIO


excerpt: CEO


excerpt: CEO interview, June 22-24, 2026


excerpt: President Asset Management


excerpt: Senior Managing Director and Co-Head of Investments


excerpt: Global Head of Investments & Wealth


excerpt: Chief Investment Officer & Managing Director


excerpt: Chief Investment Officer


excerpt: Chief Investment Officer North America Advisors


excerpt: Chief Fund Groups Officer


excerpt: Global CEO Asset Management


excerpt: Global Co-Head of Investments


excerpt: President of Global Private Wealth


excerpt: Private Equity Principal


excerpt: events.bloomberglive.com - Major investor conference


excerpt: thegeforum.com - Elite gathering with $12T+ in LP/Allocator AUM, 600+ attendees, 150+ CEOs, 405 speakers


excerpt: thegeforum.com - GEF Hong Kong event with 359 speakers


excerpt: pwm.gs.com - Annual symposium for institutional investors and foundations


excerpt: cii.org - CII Fall 2026 at Westin Boston Seaport


excerpt: nacubo.org - Online webinar series Feb 17-Mar 12 for endowment and foundation investment leaders


excerpt: events.withintelligence.com - April 20-22, 2026, 300+ attendees, 200+ LPs


excerpt: prea.org - PREA Spring 2026 for institutional real estate investors


excerpt: crefc.org - June 8-10, 2026 at NY Marriott Marquis, largest gathering of senior CRE finance leaders


excerpt: milkeninstitute.org - May 3-6, 2026, 1,000 speakers, 5,000 attendees at Beverly Hilton and Waldorf Astoria


excerpt: mfaalts.org - Feb 23-26, 2026, 5,000+ attendees, 200 speakers, covering all alternative asset classes


excerpt: mfaalts.org - March 16, 2026 for hedge fund CFOs and finance professionals


excerpt: acc.aima.org - Feb 23, 2026 at W South Beach, 350+ global LPs and GPs


excerpt: events.sifma.org - May 11-14, 2026 at JW Marriott Marco Island


excerpt: events.sifma.org - March 22-25 at Grande Lakes Orlando for compliance officers and general counsels


excerpt: events.sifma.org - April 15-17 at Ritz-Carlton South Beach


excerpt: events.govtech.com - Industry Insider briefing with CalPERS and CalSTRS


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excerpt: pwm.gs.com - GS 2026 Institutional Client Symposium speaker


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excerpt: pwm.gs.com - GS 2026 Institutional Client Symposium


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entity_id: jim-covello


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excerpt: milkeninstitute.org - Milken 2026 speaker


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excerpt: mfaalts.org - MFA Ops Treasury & Finance 2026 speaker


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entity_id: tom-griffiths


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excerpt: prea.org - PREA Spring 2026 speaker on macroeconomic analysis


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excerpt: prea.org - PREA Spring 2026 speaker


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excerpt: prea.org - PREA Spring 2026 office real estate panel moderator


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excerpt: prea.org - PREA Spring 2026 office real estate panelist


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excerpt: prea.org - PREA Spring 2026 conference co-chair


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excerpt: prea.org - PREA Spring 2026 conference co-chair and moderator


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excerpt: crefc.org - CREFC 2026 keynote on leadership and market innovation


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excerpt: crefc.org - CREFC 2026 keynote on state of CRE market


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excerpt: crefc.org - CREFC 2026 keynote on CRE market opportunities


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excerpt: crefc.org - CREFC 2026 keynote on AI for enterprise


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excerpt: milkeninstitute.org - Milken 2026 speaker, private equity


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excerpt: milkeninstitute.org - Milken 2026 speaker, major LP allocator


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excerpt: milkeninstitute.org - Milken 2026 speaker, foundation allocator


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excerpt: nacubo.org - NACUBO 2026 Endowment Leadership Series speaker


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excerpt: nacubo.org - NACUBO 2026 Endowment Leadership Series moderator


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entity_id: jonathan-hinkley


entity_id: sean-lensborn


entity_id: colleen-mattern


entity_id: admas-misghina


entity_id: anthony-martinez


entity_id: keith-raftery


entity_id: lindsay-muldoon


entity_id: xavier-urli


entity_id: tom-porcelli


entity_id: nathan-sheets


entity_id: ron-alquist


entity_id: matthew-daigler


entity_id: peter-donovan


entity_id: ruta-gnedeviciute


entity_id: erik-johnson


entity_id: john-d-van-etten


entity_id: cassandra-lichnock

excerpt: calstrs.com - California State Teachers' Retirement System leadership


entity_id: scott-chan

excerpt: calstrs.com - CalSTRS CIO since July 2024


entity_id: ashish-jain

excerpt: calstrs.com - CalSTRS 2026 speaker


entity_id: lisa-blatnick


entity_id: saima-ahmed

excerpt: events.sifma.org - SIFMA Operations Conference 2026 speaker


entity_id: scott-anderson


entity_id: goldman-sachs

excerpt: Global financial services firm, major speaker at institutional conferences


entity_id: blackrock

excerpt: Global asset manager, speaker at endowment and institutional conferences


entity_id: mercer

excerpt: Global consulting firm, speaker at endowment conferences


entity_id: kkr

excerpt: Global private equity firm, keynote at Milken 2026


entity_id: blackstone

excerpt: Global alternative asset manager, speaker at major conferences


entity_id: teacher-retirement-system-of-texas

excerpt: Major public pension fund, speaker at Milken 2026


entity_id: the-doris-duke-foundation

excerpt: Major foundation investor, speaker at Milken 2026


entity_id: allianz

excerpt: Global financial services, speaker Mohamed El-Erian at PREA 2026


entity_id: eurasia-group

excerpt: Advisory firm, speaker Ian Bremmer at PREA 2026


entity_id: cbre

excerpt: Major CRE services firm, keynote speakers at CREFC 2026


entity_id: calstrs

excerpt: Major public pension fund, $12T+ in managed assets


entity_id: calpers


entity_id: commonfund

excerpt: Investment solutions provider, speaker at NACUBO 2026


excerpt: pwm.gs.com - Co-Head of Institutional Client Solutions speaker


excerpt: pwm.gs.com - Co-Head of Institutional Client Solutions


excerpt: pwm.gs.com - GS Investment Strategy Group speaker


excerpt: pwm.gs.com - Chairman & CEO keynote


excerpt: pwm.gs.com - Global Co-Head Wealth Management speaker


excerpt: pwm.gs.com - Global Co-Head Wealth Management


excerpt: pwm.gs.com - Investment Strategy Group speaker


excerpt: pwm.gs.com - Global Equity Research head speaker


excerpt: pwm.gs.com - Geopolitical briefing speaker


excerpt: pwm.gs.com - NAACP leadership speaker


excerpt: pwm.gs.com - Social policy speaker


excerpt: pwm.gs.com - AI briefing speaker


excerpt: pwm.gs.com - Policy/regulatory speaker


excerpt: pwm.gs.com - Historian keynote


excerpt: prea.org - Macroeconomic analysis speaker


excerpt: prea.org - Geopolitical speaker


excerpt: prea.org - Office real estate panel moderator


excerpt: prea.org - Office real estate panelist


excerpt: crefc.org - Keynote speaker


excerpt: crefc.org - Keynote on CRE market


excerpt: crefc.org - Keynote on CRE opportunities


excerpt: crefc.org - Keynote on AI


excerpt: milkeninstitute.org - Private equity speaker


excerpt: milkeninstitute.org - Industry association speaker


excerpt: milkeninstitute.org - Investment banking speaker


excerpt: milkeninstitute.org - Asset management speaker


excerpt: milkeninstitute.org - Sovereign fund speaker


excerpt: milkeninstitute.org - Pension fund CIO speaker


excerpt: milkeninstitute.org - Pension fund speaker


excerpt: milkeninstitute.org - Foundation CIO speaker


excerpt: milkeninstitute.org - External Investing Group speaker


excerpt: milkeninstitute.org - Private credit speaker


excerpt: nacubo.org - University endowment CFO speaker


excerpt: nacubo.org - BlackRock endowment speaker


excerpt: nacubo.org - University foundation speaker


excerpt: nacubo.org - Commonfund OCIO speaker


excerpt: nacubo.org - NACUBO moderator


excerpt: nacubo.org - Bank of America speaker


excerpt: nacubo.org - NACUBO speaker


excerpt: nacubo.org - Mercer consultant speaker


excerpt: nacubo.org - Mercer speaker


excerpt: mfaalts.org - Man Group operational risk speaker


excerpt: mfaalts.org - CenterBook speaker


excerpt: mfaalts.org - Empyrean Capital speaker


excerpt: mfaalts.org - Sculptor Capital speaker


excerpt: mfaalts.org - Davidson Kempner CFO speaker


excerpt: mfaalts.org - Boothbay Fund speaker


excerpt: mfaalts.org - Hudson Bay Capital speaker


excerpt: mfaalts.org - Oak Hill Advisors speaker


excerpt: mfaalts.org - Magnetar speaker


excerpt: mfaalts.org - Apollo Global Management speaker


excerpt: mfaalts.org - Bain Capital speaker


excerpt: mfaalts.org - Bridgewater Associates speaker


excerpt: mfaalts.org - Marathon Asset Management speaker


excerpt: mfaalts.org - Balyasny Asset Management speaker


excerpt: mfaalts.org - Stavtar Solutions speaker


excerpt: mfaalts.org - Blackstone treasurer speaker


excerpt: mfaalts.org - Coatue speaker


excerpt: mfaalts.org - AMG speaker


excerpt: mfaalts.org - Cinctive Capital speaker


excerpt: mfaalts.org - AB CarVal speaker


excerpt: mfaalts.org - Monarch Alternative Capital speaker


excerpt: mfaalts.org - Conduit Security speaker


excerpt: mfaalts.org - BNY speaker


excerpt: mfaalts.org - Kayenta speaker


excerpt: mfaalts.org - Goldman Sachs regulatory policy speaker


excerpt: mfaalts.org - Ripple Prime speaker


excerpt: mfaalts.org - HSBC speaker


excerpt: mfaalts.org - Northern Trust speaker


excerpt: mfaalts.org - MUFG Investor Services speaker


excerpt: mfaalts.org - UBS speaker


excerpt: mfaalts.org - Citigroup speaker


excerpt: mfaalts.org - Bank of America speaker


excerpt: mfaalts.org - Barclays speaker


excerpt: mfaalts.org - Sidley Austin speaker


excerpt: mfaalts.org - Porterfield, Fettig & Sears speaker


excerpt: mfaalts.org - McDermott Will & Schulte speaker


excerpt: mfaalts.org - Lowenstein Sandler speaker


excerpt: mfaalts.org - Linedata speaker


excerpt: mfaalts.org - ZAIS Group speaker


excerpt: mfaalts.org - Oak Hill Advisors speaker


excerpt: mfaalts.org - Albourne Partners speaker


excerpt: mfaalts.org - Mercer speaker


excerpt: mfaalts.org - Arcesium speaker


excerpt: mfaalts.org - Innocap speaker


excerpt: mfaalts.org - Wells Fargo economist


excerpt: mfaalts.org - Citi Research economist


excerpt: mfaalts.org - MFA Managing Director Research


excerpt: mfaalts.org - MFA Vice President


excerpt: mfaalts.org - MFA Chief Operating Officer


excerpt: mfaalts.org - MFA Director Content


excerpt: mfaalts.org - MFA Government Affairs


excerpt: mfaalts.org - MFA Head Government Affairs


excerpt: events.sifma.org - SIFMA Executive VP and General Counsel


excerpt: events.sifma.org - BMO Capital Markets Chief Economist


excerpt: calstrs.com - CalSTRS CEO


excerpt: calstrs.com - CalSTRS CIO


excerpt: calstrs.com - CalSTRS CTO


excerpt: calstrs.com - CalSTRS COO


excerpt: prea.org - Chief Economic Advisor


excerpt: prea.org - Founder and President


excerpt: crefc.org - CBRE Global Client Strategist


excerpt: crefc.org - CBRE Investment Management CIO


entity_id: yipitdata

excerpt: Founder: Vinicius (Vin) Vacanti. Founded 2010 (originally from Yipit pivot). Market position: one of Inc's Best Workplaces three consecutive years.


entity_id: vinicius-vacanti

excerpt: Co-founded YipitData in 2010 after pivot from Yipit daily deals platform. Led YipitData to 500+ enterprise clients.


entity_id: james-moran

excerpt: Co-founded YipitData in 2013 alongside Vin Vacanti.


entity_id: nina-fletcher

excerpt: Key executive at YipitData's leadership team.


entity_id: jamie-melzer

excerpt: Leads revenue and go-to-market at YipitData.


entity_id: neudata

excerpt: Founded 2016. Bootstrapped by Rado Lipus. 80 employees across London, New York, Shanghai offices.


entity_id: rado-lipus

excerpt: Founded Neudata in 2016 and bootstrapped to 80 employees. Holds CFA designation.


entity_id: eagle-alpha

excerpt: Founded 2012, Dublin. Hosts Eagle Alpha Alternative Data Conference (2026 Spring edition March 18). 39 employees.


entity_id: michael-finnegan

excerpt: Leads Eagle Alpha as Chief Executive Officer.


entity_id: nasdaq-data-link

excerpt: Rebranded from Quandl to Nasdaq Data Link (2021). Integrated into Nasdaq ecosystem.


entity_id: alphasense

excerpt: Founded 2011. Strategic acquisitions: Sentieo (2022), Tegus ($930M, 2024), Carousel (2025).


entity_id: jack-kokko

excerpt: Founded AlphaSense in 2011.


entity_id: raj-neervannan

excerpt: Co-founded AlphaSense in 2011 with Jack Kokko.


entity_id: chris-ackerson

excerpt: Leads AI and search product initiatives at AlphaSense.


entity_id: sentieo

excerpt: Acquired by AlphaSense May 2022. Founders: Naman Shah and Alap Shah. CEO at acquisition: David Lichtblau.


entity_id: naman-shah

excerpt: Co-founded Sentieo. Now part of AlphaSense organization post-acquisition.


entity_id: alap-shah

excerpt: Co-founded Sentieo alongside Naman Shah.


entity_id: david-lichtblau

excerpt: CEO of Sentieo at time of AlphaSense acquisition (May 2022).


entity_id: similarweb

excerpt: Public company (NYSE: SMWB). 850+ employees, 9 global offices. Thousands of paying customers.


entity_id: or-offer

excerpt: Led SimilarWeb from Israeli startup to global enterprise with 850+ employees.


entity_id: factset

excerpt: Public company. Integrates alt data with traditional financial data for hedge funds and private equity.


entity_id: sanoke-viswanathan

excerpt: Leads FactSet as Chief Executive Officer.


excerpt: CEO: David Schwimmer. $27bn Refinitiv acquisition (2019-2021). Q1 2026 revenue growth: +10% YoY.


entity_id: david-schwimmer

excerpt: Led transformation of LSEG to global diversified financial markets infrastructure leader. Oversees Refinitiv integration. Q1 2026: +10% revenue growth, highest since Refinitiv acquisition.


entity_id: bloomberg

excerpt: Founded 1981. Privately held. Headquartered Midtown Manhattan. Alternative data integrated into Terminal workflow.


entity_id: michael-bloomberg

excerpt: Founded Bloomberg L.P. in 1981 with Thomas Secunda, Duncan MacMillan, Charles Zegar, and 12% Merrill Lynch investment.


entity_id: vlad-kliatchko

excerpt: Promoted to CEO in August 2023.


entity_id: m-science

excerpt: Serves institutional investors with data-driven research and analytics. Global leader position.


entity_id: michael-v-marrale

excerpt: Became CEO of M Science. Led company to nearly double headcount. Board member.


entity_id: battlefin

excerpt: Founded 2012. Co-founders: Tim Harrington and Marc LoPresti. Raised $4M (2024-25) for AI and expansion.


entity_id: tim-harrington

excerpt: Leads BattleFin platform strategy and industry events.


entity_id: marc-lopresti

excerpt: Co-founded BattleFin in 2012 with Tim Harrington.


entity_id: exabel

excerpt: Exabel research (2026): 94% of investment managers using AI/ML in alt data research. Acquisition raised $4M funding.


entity_id: andreas-aglen

excerpt: Leads Exabel as CEO.


entity_id: zac-yang

excerpt: Product leadership at Exabel.


entity_id: ravenpack

excerpt: Founded 2003. AI/ML-driven signals for quantitative investors. CEO: Armando Gonzalez.


entity_id: armando-gonzalez

excerpt: Built RavenPack from startup to trusted AI/analytics platform for sophisticated quantitative investors. Launched Bigdata.com platform (2026).


entity_id: dataminr

excerpt: Founded 2009. CEO: Ted Bailey. Appointed Balaji Yelamanchili as President/COO (2025).


entity_id: ted-bailey

excerpt: Built Dataminr into AI platform for risk, event, and threat intelligence.


entity_id: balaji-yelamanchili

excerpt: Appointed President/COO in 2025 after ThreatConnect acquisition.


entity_id: numerai

excerpt: Founded 2015. Raises Series C funding (Nov 2025, $30M). JPMorgan invested $500M capacity. Preparing autonomous research via Model Context Protocol.


entity_id: richard-craib

excerpt: Founded Numerai in 2015. Launched encrypted ML tournament Dec 2015. Growing to $600M+ AUM (2026). Reworking Numerai for autonomous AI research agents.


entity_id: worldquant

excerpt: Founded 2007. WorldQuant Ventures (2014). WorldQuant University (free online MS Financial Engineering). Based Old Greenwich, CT.


entity_id: igor-tulchinsky

excerpt: Founded WorldQuant 2007. Founded WorldQuant Ventures (2014) and WorldQuant University (2014). Sponsor of Bayeux Tapestry exhibition (Feb 2026).


entity_id: snowflake

excerpt: CEO: Sridhar Ramaswamy. $6B AWS deal (Graviton compute and AI services, 5-year commitment). Financial services use cases: fraud detection, operations optimization.


entity_id: sridhar-ramaswamy

excerpt: Positions Snowflake at center of enterprise AI revolution. 2026: AI became real, transformation year for businesses.


entity_id: databricks

excerpt: CEO: Ali Ghodsi. IPO not in 2026 but likely early 2027. Open table format ecosystem (Delta Lake, Iceberg, Hudi).


entity_id: ali-ghodsi

excerpt: Feb 2026: $7B equity and debt announcement. Plans IPO (not 2026, likely 2027). Sees Databricks path to $1 trillion valuation via agents, brainstorm, and AI.


entity_id: aws-bedrock

excerpt: Amazon service. Robinhood case: 500M to 5B tokens daily in 6 months, 80% cost reduction, 50% faster development. Cost allocation by IAM user/role (2026 feature).


entity_id: kavout

excerpt: AI-driven investment decision platform.


entity_id: paradox-intelligence

excerpt: Serves institutional investors with alternative data insights.


excerpt: Co-founded YipitData in 2010


excerpt: Co-founded YipitData in 2013


excerpt: Leadership team member


excerpt: Go-to-market leadership


excerpt: Founded Neudata in 2016


excerpt: Chief Executive


excerpt: Founded AlphaSense in 2011


excerpt: Co-founded AlphaSense in 2011


excerpt: Leads AI and search product


excerpt: Co-founded Sentieo


excerpt: CEO at AlphaSense acquisition (May 2022)


excerpt: AlphaSense acquired Sentieo in May 2022


excerpt: Founded SimilarWeb in 2007


excerpt: Joined LSEG in 2018, CEO since then


excerpt: Founded Bloomberg L.P. in 1981


excerpt: Promoted to CEO August 2023


excerpt: Leads M Science as CEO and board member


excerpt: Co-founded BattleFin in 2012


excerpt: BattleFin acquired Exabel in December 2024


excerpt: Product leadership


excerpt: Co-founded RavenPack in 2003, CEO since 2006


excerpt: Founded Dataminr April 1, 2009


excerpt: Appointed in 2025


excerpt: Founded Numerai in 2015


excerpt: Founded WorldQuant in 2007


excerpt: Chief Executive


entity_id: databricks--competitor--snowflake

excerpt: AI data war escalating. Snowflake-AWS deepening ties vs Databricks expansion.


entity_id: blackrock

excerpt: Aladdin - end-to-end investment management platform for risk, portfolio, trading, operations


entity_id: aladdin

excerpt: BlackRock's unified front-to-back office system for trading, risk, and operations


entity_id: simcorp

excerpt: SimCorp Dimension investment management system, includes Axioma risk integration


entity_id: peter-sanderson

excerpt: SimCorp CEO since August 2025


entity_id: marc-schr-ter

excerpt: SimCorp CPTO since 2022, employee since 1995


entity_id: oliver-johnson

excerpt: SimCorp CRO since 2023, employee since 2017


entity_id: charles-river-development

excerpt: Charles River IMS - front-to-back office platform, competitor to Aladdin


entity_id: nidhi

excerpt: Charles River Development CPO, heads product strategy and cloud transformation


entity_id: dean-landis

excerpt: Charles River Development head of Americas operations


entity_id: marketaxess

excerpt: Fixed-income electronic trading platform, market leader in TRACE credit trading


entity_id: richard-mcvey

excerpt: Founded MarketAxess in April 2000, CEO 2000-2023, Executive Chairman through 2024


entity_id: chris-concannon

excerpt: MarketAxess CEO since April 2023


entity_id: carlos-hernandez

excerpt: MarketAxess Chairman since January 2025


entity_id: tradeweb

excerpt: Fixed-income and derivatives electronic trading platform, major competitor to MarketAxess


entity_id: sara-hassan-furber

excerpt: Tradeweb Markets CFO


entity_id: li-renn-tsai

excerpt: Tradeweb head of product development and sales strategy


entity_id: amy-clack

excerpt: Tradeweb Markets CAO


entity_id: fred-strobel

excerpt: Tradeweb MDIR Head of HR


entity_id: msci

excerpt: Barra risk models, RiskMetrics, portfolio construction and ESG analytics


entity_id: msci-barra

excerpt: Multi-factor risk modeling platform, market leader in enterprise risk management


entity_id: henry-a-fernandez

excerpt: MSCI CEO since 1998 and Chairman since 2007, 28+ years tenure


entity_id: kathleen-a-winters

excerpt: MSCI CFO since May 2016


entity_id: tom-gwydir

excerpt: MSCI CTO and Managing Director


entity_id: dinesh-gupta

excerpt: MSCI CDO from Goldman Sachs, leads AI and digitization initiatives


entity_id: jorge-mina

excerpt: MSCI COO as of March 2026


entity_id: rick-bogdan

excerpt: MSCI Managing Director and General Counsel


entity_id: axioma

excerpt: Portfolio optimization and risk analytics, now integrated with SimCorp


entity_id: sebastian-ceria

excerpt: Axioma founder 1998, currently CEO


entity_id: ian-webster

excerpt: Axioma COO


entity_id: stefan-schmieta

excerpt: Axioma head of data and operations


entity_id: ion-group

excerpt: Leader in TRM market, owns Murex, Calypso integrations, treasury management suite


entity_id: andrea-pignataro

excerpt: ION Group founder and current CEO, former Salomon Brothers


entity_id: sandro-sansone

excerpt: ION Group CTO for Foreign Exchange operations


entity_id: murex

excerpt: MX.3 platform for trading, treasury, risk, post-trade ops, 60,000+ daily users in 65 countries


entity_id: elias-edd

excerpt: Murex CEO in governance transition from March 2026


entity_id: maroun-edd

excerpt: Murex Executive Chairman of Board, focused on strategy and customer relations


entity_id: beno-t-pialoux

excerpt: Murex CFO


entity_id: calypso

excerpt: TRM platform, now part of Nasdaq Financial Technology ecosystem


entity_id: didier-bouillard

excerpt: Calypso Technology CEO


entity_id: tej-sidhu

excerpt: Calypso CTO and research/development lead


entity_id: factset

excerpt: Portfolio analytics, financial data, modeling tools, alternative to Bloomberg


entity_id: sanoke-vishwanathan

excerpt: FactSet CEO, appointed to succeed Phil Snow in 2026


entity_id: bob-stolte

excerpt: FactSet CTO effective March 2, 2026, heads platform modernization and cybersecurity


entity_id: kate-stepp

excerpt: FactSet CAO effective March 2, 2026, former CTO, leads AI services and capabilities


entity_id: joshua-b-warren

excerpt: FactSet CFO effective April 13, 2026


entity_id: s-p-capital-iq

excerpt: Deep company fundamentals, M&A data, financial modeling, sell-side analytics focus


entity_id: pierre-francois-filet

excerpt: S&P Capital IQ CEO


entity_id: adam-kansler

excerpt: S&P Global Market Intelligence President, former IHS Markit


entity_id: bloomberg

excerpt: Bloomberg Terminal $31,980/year per seat, messaging, real-time data, trading capabilities


entity_id: vlad-kliatchko

excerpt: Bloomberg CEO since 2023


entity_id: patti-roskill

excerpt: Bloomberg CFO since October 2023


entity_id: jason-schechter

excerpt: Bloomberg CCO since 2012


entity_id: david-levine

excerpt: Bloomberg CLO since 2021


entity_id: michael-bloomberg

excerpt: Bloomberg Co-Founder


entity_id: tom-secunda

excerpt: Bloomberg Co-Founder and member of Management Committee


entity_id: symphony

excerpt: Chat-only startup competitor to Bloomberg messaging services


entity_id: clearwater-analytics

excerpt: Acquired Enfusion for $1.5B in 2025, cloud-native front-to-back office platform


entity_id: sandeep-sahai

excerpt: Clearwater Analytics CEO and Board Member


entity_id: souvik-das

excerpt: Clearwater Analytics CTO


entity_id: subi-sethi

excerpt: Clearwater Analytics COO promoted April 2025


entity_id: cindy-blendu

excerpt: Clearwater Analytics CAO promoted April 2025


entity_id: jim-cox

excerpt: Clearwater Analytics CFO


entity_id: scott-erickson

excerpt: Clearwater Analytics CRO


entity_id: fleur-sohtz

excerpt: Clearwater Analytics CMO


entity_id: alphonse-valbrune

excerpt: Clearwater Analytics CLO


entity_id: kirat-singh

excerpt: Clearwater Analytics President of Risk and Alternative Assets division


entity_id: shane-akeroyd

excerpt: Clearwater Analytics Chief Strategy Officer


entity_id: enfusion

excerpt: Cloud-native front-to-back office platform for 1000+ hedge funds and asset managers, acquired by Clearwater 2025


entity_id: ss-c-eze

excerpt: Eze Investment Suite, OMS/EMS, front-to-back platform Eze Eclipse


entity_id: michael-hutner

excerpt: SS&C Eze head of Eze Investment Suite and Eze Eclipse platform


entity_id: james-griffin

excerpt: SS&C Eze global sales executive


entity_id: dynamo-software

excerpt: PE/VC/credit/real estate/infrastructure CRM, fund accounting, compliance, portfolio management


entity_id: hank-boughner

excerpt: Dynamo Software CEO, 20+ years FinTech and software experience


entity_id: krassen-draganov

excerpt: Dynamo co-founder 1998, CPO and product visionary


entity_id: gerald-lilly

excerpt: Dynamo Software CTO


entity_id: mark-donohue

excerpt: Dynamo Software CFO


entity_id: arie-oustinoff

excerpt: Dynamo Software CRO


entity_id: kevin-white

excerpt: Dynamo Software CCO


entity_id: donna-parent

excerpt: Dynamo Software CMO


entity_id: matthew-arnould

excerpt: Dynamo Software CALO


entity_id: angelina-benham-hermetz

excerpt: Dynamo Software regional head


entity_id: momchil-barros-mitov

excerpt: Dynamo Data Automation division MD


entity_id: backstop-solutions

excerpt: CRM, IR, research, portfolio, accounting for PE/VC/hedge funds/endowments/allocators


entity_id: clint-coghill

excerpt: Backstop Solutions CEO and Chairman of Board


entity_id: jim-schuler

excerpt: Backstop Solutions CFO


entity_id: adam-hoit

excerpt: Backstop Solutions CPO, executive committee member


entity_id: john-pettit

excerpt: Backstop Solutions CTO


entity_id: beth-hayden

excerpt: Backstop Solutions global CHRO


entity_id: nancy-wells

excerpt: Backstop Solutions global sales lead


entity_id: maryling-yu

excerpt: Backstop Solutions CMO, executive committee member


entity_id: tom-griffiths

excerpt: Backstop Solutions first CRO, appointed November 2022


excerpt: CEO of SimCorp since August 2025


excerpt: Chief Product and Technology Officer at SimCorp since 2022