entity_id: michael-gelband

excerpt: ExodusPoint Capital Management | Co-founded 2017 with Hyung Lee, ex-Millennium head of fixed income | $8.5B launch capital in 2018 | Source: ExodusPoint, Bloomberg 2024


display_note: Not displayed as primary-source evidence.

entity_id: sam-finkelstein

entity_type: node

excerpt: Citadel | Hired from Goldman Sachs Asset Management (26 years, ex-GSAM CIO Fixed Income) | Leads fixed income/macro development program | Source: Hedgeweek, Citadel 2024

source_type: url


entity_id: bernard-singer

excerpt: Citadel | Hired from Brevan Howard (portfolio manager) | Joined mid-2025 | Background: Citi (6 years), Nomura, Lehman Brothers | Source: Hedgeweek, Citadel 2025


entity_id: jacob-westin

excerpt: Citadel (transferred from Point72) | Previously portfolio manager at Point72 | Joined Citadel London August 2024 | Source: Hedgeweek, Citadel 2024


entity_id: ron-choy

excerpt: Balyasny Asset Management | Hired April 2025 with ~$30M compensation package | 8 years at BlueCrest Capital, 20+ year Japan expertise (Credit Suisse Tokyo) | Leading Asia macro pod expansion | Source: Bloomberg, IndexBox 2025


entity_id: shumpei-kobayashi

excerpt: Balyasny Asset Management | Hired 2025 as part of Ron Choy's Asia macro pod | Former BlueCrest colleague of Choy in Singapore | Source: Bloomberg, Hedgeweek 2025


entity_id: romain-vincent

excerpt: Balyasny Asset Management | Hired 2025 for Ron Choy's Asia macro pod expansion | Former BlueCrest Singapore | Source: Bloomberg 2025


entity_id: ryota-kawai

excerpt: Balyasny Asset Management | Hired 2025 from PIMCO | Part of Ron Choy's expanded Asia macro team | Source: Bloomberg 2025


entity_id: paul-schmidt

excerpt: Balyasny Asset Management | Hired 2025 from UBS (short-term rates trader) | Joins Ron Choy's Asia macro pod | Source: Bloomberg 2025


entity_id: hyung-lee

excerpt: ExodusPoint Capital Management | Co-founded 2017, ex-Millennium head of equities | Stepped down as head of equities Aug 2024, now adviser | Retains 50% ownership | Source: Bloomberg 2024, Wikipedia


entity_id: robert-bovo

excerpt: ExodusPoint Capital Management / WestWind Asset Management | Since 2019 at ExodusPoint | Leads WestWind (launched 2021) with 30+ PMs | Prior: Millennium (technology/media portfolio), Diamondback Capital, XI Capital Partners | MBA NYU Stern | Source: PRNewswire 2021, AlternativesWatch


entity_id: ravi-vinda

excerpt: Citadel | Hired from Brevan Howard | Joined mid-2025 | Source: Citadel hiring reports 2025


entity_id: christine-boykiw

excerpt: Citadel | Hired from Barclays | Joined 2024-2025 | Source: Citadel hiring reports


entity_id: shin-kobayashi

excerpt: Verition Fund Management | Hired from Citigroup (head of JGB trading) | May 2024 | Singapore-based pod includes Patrick Bonifant (G-10 rates) | Source: Bloomberg, Hedgeweek 2024


entity_id: patrick-bonifant

excerpt: Verition Fund Management | Former Morgan Stanley managing director | Singapore-based investment pod with Shin Kobayashi | Source: Bloomberg, Hedgeweek 2024


entity_id: jonathan-raiff

excerpt: Verition Fund Management | Oversees relative value, rates, macro, FX, structured products strategies | Source: Verition fund reports


entity_id: marc-talbot

excerpt: Verition Fund Management | Source: Verition reports


entity_id: fergus-taylor

excerpt: Verition Fund Management | Oversees equity, commodity, FX derivatives | Source: Verition reports


entity_id: kunal-kumar

excerpt: ExodusPoint Capital Management | Named January 2025 | Source: ExodusPoint leadership 2025


entity_id: mike-lapsa

excerpt: ExodusPoint Capital Management | Joined recent hiring cycle | Based New York | Source: ExodusPoint 2024-2025


entity_id: peter-mcconnon

excerpt: ExodusPoint Capital Management | Joined recent hiring cycle | Based London | Source: ExodusPoint 2024-2025


entity_id: angus-abbott

excerpt: ExodusPoint Capital Management | Hired 2024-2025 | Based London | Source: Hedgeweek 2025


entity_id: andy-mcdougall


entity_id: marianna-georgakopoulou


entity_id: jeff-knightley

excerpt: ExodusPoint Capital Management | Hired 2024-2025 | Based New York | Source: Hedgeweek 2025


entity_id: phillip-lee

excerpt: Surveyor Capital (Citadel subsidiary) | Appointed 2021 | Focuses on talent recruitment & development for hedge fund managers | Source: Citadel, Preqin


entity_id: john-venetos

excerpt: Surveyor Capital (Citadel subsidiary) | Founded 2008 as Citadel seeding platform | Source: Preqin, Citadel reports


entity_id: citadel-advisors

excerpt: Founded by Ken Griffin | ~$60B AUM | Pod-based structure with equities, fixed income, macro, commodities, credit, quantitative pods | Source: Citadel official


entity_id: millennium-management

excerpt: Founded by Israel Englander (1989) | $84.2B+ AUM as of March 2026 | 300+ portfolio managers in independent pods across equities, fixed income, commodities, FX | Source: Millennium official, insider reports


excerpt: Founded by Steve Cohen | ~190 trading pods | Covers equities (AI infrastructure, sector rotation), credit, macro, quantitative strategies | Source: Point72, HedgeCo 2026


entity_id: balyasny-asset-management

excerpt: Founded 2001 by Dmitry Balyasny, Scott Schroeder, Taylor O'Malley | Based Chicago | Equities (44% of investment staff), fixed income, commodities, macro pods | 82% Asia revenue growth 2024-2025 | Source: BAM official, Ritholtz 2025


entity_id: exoduspoint-capital-management

excerpt: Co-founded 2017 by Michael Gelband & Hyung Lee (both ex-Millennium) | $8.5B launch capital (2018) | 100+ portfolio management teams | WestWind fundamental equities unit (2021, Robert Bovo) | Source: ExodusPoint, Wikipedia, Bloomberg


entity_id: surveyor-capital

excerpt: Founded 2008 by John Venetos | Seeding platform for long/short equity hedge fund managers | Talent-forward strategy under Phillip Lee (2021+) | Source: Citadel, Preqin


entity_id: verition-fund-management

excerpt: ~$10B AUM | 500+ professionals | Pod-based with fixed income, equities, volatility, macro strategies | Singapore-based investment pod for rates trading | Source: Verition, Bloomberg


entity_id: schonfeld-strategic-advisors

excerpt: ~$19B AUM | Fundamental Equity, Tactical, Quantitative, Discretionary Macro & Fixed Income strategies | Internal and Partner portfolio managers | Source: Schonfeld official, Preqin


entity_id: bluecrest-capital-management

excerpt: Source of recent multi-manager hires | Ron Choy (8 years), Shumpei Kobayashi, Romain Vincent relocated to Balyasny | Source: Bloomberg 2025


entity_id: brevan-howard

excerpt: Source of recent Citadel hires: Bernard Singer, Ravi Vinda (2025) | Source: Hedgeweek, Citadel


entity_id: westwind-asset-management

excerpt: Launched September 2021 | Led by Robert Bovo | 30+ portfolio managers focused on fundamental long/short equities | Source: PRNewswire 2021


entity_id: ken-griffin--founded--citadel-advisors

entity_type: edge

excerpt: Griffin founded Citadel and maintains CEO/founder role | Source: Citadel official


excerpt: Englander founded Millennium in 1989, served as Chairman & CEO | Source: Millennium, Wikipedia


excerpt: Cohen founded and leads Point72 with 190+ pod structure | Source: Point72 official, HedgeCo


excerpt: Balyasny co-founded BAM in 2001 | Source: BAM official


excerpt: Gelband co-founded ExodusPoint in 2017 with Hyung Lee | Source: ExodusPoint, Bloomberg


excerpt: Lee co-founded ExodusPoint in 2017 with Michael Gelband | Source: ExodusPoint, Bloomberg


entity_id: john-venetos--founded--surveyor-capital

excerpt: Venetos founded Surveyor Capital in 2008 as Citadel seeding platform | Source: Citadel, Preqin


excerpt: Senior portfolio manager leading fixed income/macro development | Source: Citadel, Hedgeweek 2024


excerpt: Portfolio manager (fixed income) joined from Brevan Howard mid-2025 | Source: Hedgeweek, Citadel 2025


excerpt: Portfolio manager in fixed income & macro (transferred from Point72) August 2024 | Source: Hedgeweek 2024


excerpt: Associate portfolio manager hired from Brevan Howard mid-2025 | Source: Citadel 2025


excerpt: Associate portfolio manager hired from Barclays 2024-2025 | Source: Citadel


excerpt: Portfolio manager leading Asia macro pod | Hired April 2025 | Source: Bloomberg 2025


excerpt: Associate PM on Ron Choy's Asia macro pod | Hired 2025 | Source: Bloomberg 2025


excerpt: Senior analyst on Ron Choy's Asia macro pod | Hired 2025 | Source: Bloomberg 2025


excerpt: Associate PM on Ron Choy's Asia macro pod | Hired 2025 from PIMCO | Source: Bloomberg 2025


excerpt: Associate PM (short-term rates) on Ron Choy's Asia macro pod | Hired 2025 from UBS | Source: Bloomberg 2025


excerpt: Portfolio manager, long/short equities | Since 2019 | Source: ExodusPoint, Wikipedia


excerpt: Leads WestWind fundamental equities unit with 30+ PMs | Since 2021 | Source: PRNewswire 2021


excerpt: Co-founder, adviser to firm (stepped down as head of equities Aug 2024) | Source: Bloomberg 2024


excerpt: Head of systematic strategies | Source: ExodusPoint


excerpt: Senior managing director, fixed income | Based London | Source: ExodusPoint


excerpt: Chief risk officer | Named January 2025 | Source: ExodusPoint 2025


excerpt: Senior portfolio manager | Hired 2024-2025 | Based London | Source: Hedgeweek


excerpt: Senior portfolio manager | Hired 2024-2025 | Based New York | Source: Hedgeweek


excerpt: Portfolio manager, yen rates trading | Singapore-based pod | Hired May 2024 from Citigroup | Source: Bloomberg, Hedgeweek 2024


excerpt: Portfolio manager, G-10 rates | Singapore-based pod with Shin Kobayashi | Former Morgan Stanley MD | Source: Bloomberg, Hedgeweek


excerpt: Head of fixed income strategies | Source: Verition


excerpt: Global head of institutional strategy & equity capital markets | Source: Verition


excerpt: Head of global volatility trading | Source: Verition


excerpt: Head of Surveyor Capital | Appointed 2021 | Source: Citadel


excerpt: Portfolio manager at Brevan Howard before joining Citadel mid-2025 | Source: Hedgeweek


excerpt: Associate PM at Brevan Howard before joining Citadel mid-2025 | Source: Citadel


excerpt: Portfolio manager at Point72 before joining Citadel August 2024 | Source: Hedgeweek


excerpt: 8-year portfolio manager at BlueCrest before joining Balyasny April 2025 | Source: Bloomberg


excerpt: Associate PM at BlueCrest Singapore before joining Balyasny 2025 | Source: Bloomberg


excerpt: Senior analyst at BlueCrest Singapore before joining Balyasny 2025 | Source: Bloomberg


excerpt: Associate PM at PIMCO before joining Balyasny 2025 | Source: Bloomberg


excerpt: Short-term rates trader at UBS before joining Balyasny 2025 | Source: Bloomberg


excerpt: 26-year career at GSAM, CIO Fixed Income & Liquidity Solutions, before joining Citadel 2024 | Source: Hedgeweek


excerpt: Portfolio manager managing global technology/media before joining ExodusPoint 2019 | Source: ExodusPoint, PRNewswire


excerpt: Head of Japanese Government Bond Trading at Citigroup before joining Verition May 2024 | Source: Bloomberg


excerpt: Managing director at Morgan Stanley before joining Verition | Source: Bloomberg


excerpt: Associate PM at Barclays before joining Citadel 2024-2025 | Source: Citadel


excerpt: Under Ken Griffin's leadership at Citadel | Source: Citadel


entity_id: walton-enterprises-llc

excerpt: World's largest family office managing Walmart family wealth. Tax records showed holdings in hedge funds run by Tiger Global Management and Viking Global Investors. Source: CNBC 2025-12-11 'Walton fortune: Inside the $500 billion web of family offices'


entity_id: cascade-investment

excerpt: Bill Gates' family office established 1995, managing $115B in personal assets plus Gates Foundation $67B endowment. Invests across public equities, venture capital, private equity, hedge fund strategies. Source: Altss Blog 2025 'Bill Gates' Family Office Cascade Investment: Inside a $100+ Billion Portfolio'


entity_id: soros-fund-management

excerpt: Converted from hedge fund to family office in 2011 when George Soros returned ~$1B to outside investors. Invests in public/private equity, hedge funds, real estate, venture capital. Typical investment size $10M-$150M. Source: Wikipedia, family office search results 2025-2026


entity_id: bessemer-trust

excerpt: Independent MFO established 1907, manages $200B+ for 3,000+ families, foundations, endowments. Hedge fund program includes equity long-short, event-driven, macro, multi-strategy strategies. $150B+ assets under administration. Source: Bessemer Trust official; PitchBook LP profile


entity_id: northern-trust-global-family-office

excerpt: Major MFO player with outsourced CIO model. 68% of institutional clients invest in hedge funds and absolute return investments. Alternatives program includes equity long-short, event-driven, macro hedge strategies. ~40% of allocations to private markets/alternatives. Source: Northern Trust wealth management research 2025-2026


entity_id: iconiq-capital

excerpt: Manages $80B+ for founders including Mark Zuckerberg, Jack Dorsey, Reid Hoffman. Founded 2011 by Divesh Makan, Michael Anders, Chad Boeding, Will Griffith. Invests in direct deals, venture capital, technology buyouts. Charges 75-100 bps on family office assets. Source: Wikipedia, Altss 2026


entity_id: stonehage-fleming

excerpt: Leading international MFO with $46B AUA. Stonehage Fleming Global Private Capital Fund 2025 closed at $159M, investing in 8-10 best-in-class managers with exposure to 100-150 portfolio companies. Focus on small/mid-market globally. Acquired by Corient (US) Sept 2025 at 30% premium. Source: Stonehage Fleming, Wealth Briefing 2025


entity_id: rockefeller-capital-management

excerpt: Born from Rockefeller heirs' family office, now values $6.6B (2025 recapitalization), manages $187B in AUM. Rockefeller Global Investment Management manages ~$20B across equities, fixed income, private equity, long-short strategies. Source: CNBC 2025-10-14, Wikipedia


entity_id: mousse-partners

excerpt: Chanel dynasty's private investment firm. Led recapitalization of Rockefeller Capital Management in 2025 alongside Progeny 3 and Abrams Capital. Major LP and investor in hedge funds and alternative managers. Source: CNBC 2025-10-14 'Rockefeller Capital secures backing from Chanel dynasty's family office'


excerpt: Single-family office based in Kirkland, Washington affiliated with Smith Hemingway family. Co-led Rockefeller Capital Management recapitalization in 2025. Active LP in alternative managers and hedge funds. Source: SWF Institute, CNBC 2025


entity_id: michael-larson

excerpt: CIO for Cascade Investment (Bill Gates family office) and Bill & Melinda Gates Foundation since 1994. Founded Cascade in 1994. Oversees $115B+ in personal wealth plus $67B Foundation endowment. Applies fundamental, long-horizon investment approach across asset classes. Source: Hedge Fund Alpha, Insider Monkey 2025-2026


entity_id: daniel-gottlieb

excerpt: Senior client officer in Northern Trust's Global Family Office outsourced CIO team, overseeing $6B in assets across ultra-high-net-worth families and private foundations. Selected as CIO in 2025. Source: Chief Investment Officer magazine 2025


entity_id: divesh-makan

excerpt: Co-founder of ICONIQ Capital (2011) managing $80B+ for tech founders. Co-founder with Michael Anders, Chad Boeding, Will Griffith. Source: Wikipedia, Altss 2026


entity_id: david-abrams

excerpt: Founder of Abrams Capital Management (Boston-based, established 1999). Net worth $5.67B. Manages multi-billion assets with value-oriented investment approach. ~37 employees. Co-led Rockefeller Capital recapitalization in 2025. Source: TipRanks, Insider Monkey, Fintool 2025-2026


entity_id: tiger-global-management

excerpt: Private equity/hedge fund founded 2001 (NYC). Focuses on global internet, software, consumer, fintech. $34B+ in holdings (June 2025). Major recipient of family office LP commitments including Walton Enterprises. Source: Fintel, Stock Circle, LinkedIn 2025-2026


entity_id: viking-global-investors

excerpt: Manages $55B+ AUM as of Sept 2025. Multiple fund families: Viking Global Equities (launched 1999), Viking Long Funds (2009), Viking Global Opportunities (2015, public/private hybrid), Viking Global Opportunities Drawdown (2021, PE), Viking Structured Capital (2023). Client base includes charitable foundations, endowments, pension plans, sovereign entities, trusts, individuals. Received Walton Ente


entity_id: abrams-capital-management

excerpt: Boston-based hedge fund (est. 1999). $6B in 13F holdings as of June 2025. Focused, concentrated, value-oriented approach across public/private markets. Multi-billion AUM. David Abrams is founder/managing partner. Served as LP in Rockefeller Capital recapitalization (2025). Institutional client base and high-net-worth individuals. Source: Fintool, InsiderMonkey, Abramscapital.com 2025-2026


entity_id: marshall-wace

excerpt: Founded 1997 by Paul Marshall and Ian Wace (London HQ). One of world's largest hedge fund managers. Offices in London, New York, Hong Kong, Shanghai, Singapore. 350+ employees. Serves institutional investors, high-net-worth individuals, family offices globally. Source: Wikipedia, Preqin 2025-2026


entity_id: balyasny-asset-management

excerpt: Headquartered Chicago (est. 2001). Founded by Dmitry Balyasny, Scott Schroeder, Taylor O'Malley. $32B+ AUM (2026). 2,000+ employees. Offices in Canada, Europe, Asia. Major allocator to alternative strategies. Source: Wikipedia 2025-2026


entity_id: ubs-wealth-management

excerpt: $1.1 trillion invested assets. Positions as comprehensive solution for wealthy families offering private equity, real estate investments, alternative strategies. Major global MFO player expanding through acquisitions. Source: Altss, market research reports 2025-2026


excerpt: Division of Rockefeller Capital Management. Manages ~$20B across global/international/US large cap equities, US small/SMID cap, long-short equity, private equity, fixed income, municipal/high yield. Serves family office and institutional clients. Source: Rockefeller Capital official 2025


excerpt: Walton Enterprises held stakes in Tiger Global hedge fund. Source: CNBC 2025-12-11


excerpt: Walton Enterprises held stakes in Viking Global hedge fund. Source: CNBC 2025-12-11


excerpt: Michael Larson serves as CIO of Cascade Investment, directing all investment activities since 1994. Source: Hedge Fund Alpha, Cascade profile 2025


entity_id: bill-gates--owns--cascade-investment

excerpt: William H. Gates III is sole owner of Cascade Investment, serves as only member. Source: Altss 2025


excerpt: Bessemer Trust family office LP allocates to Marshall Wace and similar hedge fund managers through their hedge fund program. Source: Bessemer Trust hedge fund program description 2025-2026


excerpt: Bessemer Trust allocates to multi-strategy hedge funds including Balyasny-style managers through institutional program. Source: Bessemer Trust institutional allocation 2025-2026


excerpt: Northern Trust's alternatives program provides clients access to hedge fund managers including equity long-short, event-driven, macro strategies. Source: Northern Trust wealth briefing 2025-2026


excerpt: Daniel Gottlieb served as senior client officer in Northern Trust's Global Family Office outsourced CIO team. Source: Chief Investment Officer magazine 2025


excerpt: Divesh Makan is co-founder of ICONIQ Capital. Source: Wikipedia, Altss 2026


excerpt: Mousse Partners (Chanel dynasty family office) led recapitalization of Rockefeller Capital in 2025. Source: CNBC 2025-10-14


excerpt: Progeny 3 (Smith Hemingway family office) co-led Rockefeller Capital recapitalization in 2025. Source: CNBC 2025-10-14, SWF Institute


excerpt: Abrams Capital (hedge fund) co-led Rockefeller Capital recapitalization in 2025. Source: CNBC 2025-10-14, AdvisorHub


excerpt: David Abrams is founder and managing partner of Abrams Capital Management. Source: Abramscapital.com, TipRanks 2025-2026


excerpt: Viking Global Investors was majority shareholder/founding backer of Rockefeller Capital (2023-2025), then reduced stake in 2025 recapitalization. Source: CNBC 2025-10-14


excerpt: Stonehage Fleming allocates to best-in-class hedge fund and alternative managers through its Global Private Capital Fund series. Source: Stonehage Fleming 2025


excerpt: UBS wealth management platform provides family office clients access to hedge fund and alternative strategies including investments in multi-strategy managers. Source: UBS wealth management family office services 2025-2026


excerpt: Cascade Investment's hedge fund strategy allocates to long-short equity and alternative managers similar to Rockefeller's offerings. Source: Cascade portfolio composition 2025


excerpt: Soros Fund Management (family office) allocates to hedge funds including multi-strategy alternatives. Source: Wikipedia, family office research 2025-2026


entity_id: sam-finkelstein

excerpt: Hired by Citadel (Feb 2024) from Goldman Sachs Asset Management to lead fixed income and macro talent development program. Based in London. Previously CIO of fixed income and liquidity solutions at GSAM.


entity_id: oaktree-capital-management

excerpt: Founded April 1995; Manages $224 billion AUM as of March 31, 2026; Leading investor in distressed securities worldwide. Source: https://en.wikipedia.org/wiki/Oaktree_Capital_Management


entity_id: takeo-serizawa

excerpt: Former Citadel portfolio manager and deputy head of Asia fundamental equities. Left Citadel in Feb 2025 after non-compete expiry. Co-founder and CIO at Invictus Investment Partners (Hong Kong, launching Q1 2026). Career includes Point72, Marshall Wace, Balyasny, UBS, Nikko Cordial Securities.


entity_id: howard-marks

excerpt: Co-founded Oaktree Capital Management in April 1995; Born 1946, age 80; Net worth approximately $2.2 billion; Author of three books on investing. Source: https://www.oaktreecapital.com/about/leadership/bio/howard-marks


entity_id: tomohiro-yamaguchi

excerpt: Former Head of Japan at Point72. 20 years investment experience including Morgan Stanley, Merrill Lynch, Mizuho, Pictet, Schonfeld, Citadel, Highbridge, Segantii. Founded Invictus Investment Partners (Hong Kong) in 2025, launching Q1 2026 with Squarepoint anchor investor ($200M+). Focuses on 300 largest Japanese equities.


entity_id: bruce-karsh

excerpt: Co-founded Oaktree Capital Management in April 1995 with Howard Marks and others. Source: https://en.wikipedia.org/wiki/Oaktree_Capital_Management


entity_id: hao-zhang

excerpt: Pioneering quant researcher who spent 17 years at Two Sigma building ML trading models generating billions. Led Two Sigma's 'techniques' unit for pattern discovery. PhD Computer Science UC Berkeley, engineering degree Caltech. Launching Hippocampus Capital Management in early 2026 focused on AI-powered alpha strategies. Based Greenwich, CT.


entity_id: armen-panossian

excerpt: Current co-CEO of Oaktree Capital Management as of 2026. Source: https://en.wikipedia.org/wiki/Oaktree_Capital_Management


entity_id: james-malick

excerpt: Departed Point72 in early January 2026 after joining in 2023 from Millennium Management. Previously Partner/MD at Boston Consulting Group. Background: Deloitte Consulting, Barclays Capital (fixed income sales), private equity fund roles. Served as adviser to New York Mets.


entity_id: robert-o-leary


entity_id: jaimi-goodfriend

excerpt: Equity research analyst background at Citadel Investment Group and Balyasny Asset Management. CFA charterholder. Founded Point72 Academy in 2015. Over 200 Academy graduates have earned analyst seats at Point72, several now portfolio managers. MBA Northwestern Kellogg, BA Michigan.


entity_id: goldentree-asset-management

excerpt: Founded 2000; $57 billion AUM; 26 partners and 310+ employees; Specializes in credit strategies including high yield, convertibles, and credit-related assets. Source: https://www.goldentree.com/our-team


entity_id: jonathan-jones

excerpt: Joined Point72 in 2016 from BlackRock where he was Global Head of Lateral Recruiting and Head of Global Campus Recruiting. Previously at Goldman Sachs in Human Capital Management and Operations (Head of EMEA Recruiting, Global Head of Investment Banking Recruiting). As of March 2026: Dir/Head Investment Talent at Point72.


entity_id: steven-tananbaum

excerpt: Founded GoldenTree Asset Management in 2000; Previously head of MacKay Shields' high yield group (1991); Founded MacKay Shields hedge fund business (1997); CFA charter holder; BA Economics from Vassar College. Source: https://en.wikipedia.org/wiki/Steven_Tananbaum


entity_id: agustin-mohedas

excerpt: Currently at Janus Henderson Investors since 2019, Portfolio Manager since 2022. Prior: RA Capital scientific research division (~3 years), Eventide Asset Management (Biotech Innovation Fund - ~$5B AUM). PhD biotech/research background. Specialist in biotechnology sector.


entity_id: king-street-capital-management

excerpt: Founded 1995; $30 billion AUM; Global credit-focused manager specializing in distressed debt and special situations. Source: https://en.wikipedia.org/wiki/King_Street_Capital_Management


entity_id: jon-campagna

excerpt: Co-founder of Nexyst Digital (quantitative multi-strategy digital assets firm). Former Partner at CoinFund where he led Trading & Infrastructure division, sat on Executive/Investment/Risk & Operations committees. 15+ years traditional finance: RBC Capital, OppenheimerFunds, BlackRock. Speaker at Hedgeweek Digital Assets Summit Europe 2025 and European Summit 2026.


entity_id: brian-higgins

excerpt: Co-founded King Street Capital Management in 1995 with Francis Biondi Jr.; Previous experience at First Boston in Special Situations Fund and Distressed Securities Group (1987-1995); Chair of Management Committee, Global Investment Committee, Real Estate Investment Committee. Source: https://www.kingstreet.com/Team/Brian-Higgins


entity_id: kirtes-bharti

excerpt: Hedge fund prime services specialist with experience at BNP Paribas, Scotiabank, Credit Suisse, Nomura, Citigroup. Co-founded Invictus Investment Partners with Tomohiro Yamaguchi. Launching Q1 2026 with Squarepoint Capital anchor investment ($200M+).


entity_id: francis-biondi-jr

excerpt: Co-founded King Street Capital Management in 1995 with Brian Higgins; Met Higgins at First Boston's high-yield desk in late 1980s. Source: https://en.wikipedia.org/wiki/King_Street_Capital_Management


entity_id: will-hamilton

excerpt: Associated with Citadel. Keynote speaker at Bloomberg Quant Seminar Series (May 27, 2026) on topic 'Asset Management: Explainable Models that Remain Stable Over Time.' Indicates involvement in quant research and asset management.


entity_id: anchorage-capital-group

excerpt: Founded 2003; Manages $30+ billion in assets; Specializes in distressed securities and complex credit; Received $100 million seed funding from Reservoir Capital Group. Source: https://en.wikipedia.org/wiki/Anchorage_Capital_Group


entity_id: val-zhigulin

excerpt: Former High Frequency Quantitative Researcher at Citadel (Jan 2010 - Mar 2011). Currently CIO at Nexyst Digital. Prior experience: quantitative roles at Visium Asset Management. Part of senior management team launching Nexyst Digital quantitative funds (2025+).


entity_id: kevin-ulrich

excerpt: Co-founded Anchorage Capital Group in 2003; Previously at Goldman Sachs in distressed debt business; Served as CEO until 2021, then became Chairman; Net worth indicates billionaire status. Source: https://www.crunchbase.com/person/kevin-ulrich


entity_id: dimitri-sogoloff

excerpt: Founder of Horton Point family office (since Sept 2006, evolved into alternatives platform). CEO Gallery Network (Jan 2023+). Chairman Nexyst Digital (Jan 2022+). Longtime alternatives specialist. Co-leading Nexyst Digital launch of quantitative crypto funds with 100+ strategies tested over 2.5+ years.


entity_id: tony-davis

excerpt: Co-founded Anchorage Capital Group in 2003 with Kevin Ulrich; Previously at Goldman Sachs in distressed debt business; Later founded Inherent Group focused on ESG investments. Source: https://en.wikipedia.org/wiki/Anchorage_Capital_Group


entity_id: harry-schwefel

excerpt: Joined Point72 Jan 2008 as Portfolio Manager. Named Co-CIO in 2018. Elevated to President in April 2026 after Steve Cohen relinquished title. Works across discretionary, macro, and systematic strategies. Member of new Point72 executive committee (April 2026).


entity_id: aurelius-capital-management

excerpt: Founded 2005; Specialized in distressed debt and bankruptcy situations. Source: https://en.wikipedia.org/wiki/Aurelius_Capital_Management


entity_id: gavin-o-connor

excerpt: Joined Point72 in 2018 from Goldman Sachs (21-year career), most recently COO of Investment Management Division. Oversees Finance, Human Resources, Operations, Technology, Investor Relations, Strategy, Risk, Market Intelligence, Treasury. B.S. Accounting/Finance Fairfield 1988, MBA NYU 1992.


entity_id: mark-brodsky

excerpt: Founded Aurelius Capital Management in 2005; Previously Senior Portfolio Manager at Elliott Management (1996-2005), member of Management Committee; Corporate bankruptcy lawyer for 16+ years at Kramer, Levin, Naftalis & Frankel (partner, co-head bankruptcy practice); BA Political Science from University of Pennsylvania (1974). Source: https://www.aurelius-capital.com/team/mark-brodsky


entity_id: vincent-tortorella

excerpt: Joined Point72 April 2014 to create Surveillance unit (later merged with Compliance). General Counsel since 2019. Oversees Finance, HR, Operations, Legal, Compliance, Intelligence, Inclusion & Community. Former Assistant U.S. Attorney/DOJ. Prior: Coatee Management (General Counsel, Proprietary Research Head), Guidepoint Global (COO/General Counsel).


entity_id: adam-stanislavsky

excerpt: Co-founded Aurelius Capital Management in 2005; Previously portfolio manager at John A. Levin & Co. Source: https://www.globalcapital.com/article/28mww04rg6j9uzg95iqkg/distressed-pros-team-up-for-aurelius-hedge-fund


entity_id: michael-sullivan

excerpt: At Point72 since April 2007. Member of executive committee (April 2026). Oversees Government Relations, Corporate Communications, and Metropolitan Park development (around Citi Field). Former senior aide in U.S. Senate and House (telecom/tech policy), head of strategic development at telecom trade association.


entity_id: elliott-investment-management

excerpt: Founded 1977; $76 billion AUM as of 2025; Based in West Palm Beach, Florida; Multi-strategy: activist equity, distressed debt, event-driven, private equity, credit, sovereign debt. Source: https://en.wikipedia.org/wiki/Elliott_Investment_Management


entity_id: steve-cohen

excerpt: Point72 founder. As of April 2026: Age 70, relinquished president title to Harry Schwefel. Remains Chairman, CEO, Co-CIO. Established new executive committee to oversee strategy. Point72 AUM reached $50B as of May 2026. Returns: 19% (2024), 17.5% (2025).


entity_id: paul-singer

excerpt: Founded Elliott Investment Management in 1977; Started as convertible arbitrage trader, moved into activist investing after 1987 market crash; Notable for sovereign debt recovery (e.g., Peruvian bank debt: $20M purchased, $58M recovered in 1998); Pursued claims against Argentina, Peru, Republic of Congo. Source: https://en.wikipedia.org/wiki/Elliott_Investment_Management


entity_id: citadel

excerpt: Approximately $65B AUM. Centralized research and risk infrastructure with semi-autonomous pod structure. Major employer of quant researchers, portfolio managers. Multiple named executives and professionals identified (Finkelstein, Serizawa, Hamilton).


entity_id: ares-management

excerpt: Co-founded 2004; $600+ billion AUM as of early 2026; 330+ investment professionals globally; Credit division specializes in senior secured loans, private high yield, mezzanine, structured credit. Source: https://www.aresmgmt.com/about-ares-management-corporation/our-team


excerpt: $50B+ AUM as of May 2026. Multi-manager pod structure. Operates Point72 Academy for talent development. 2024 returns 19%, 2025 returns 17.5%. New executive committee structure established April 2026 under Steve Cohen's leadership.


entity_id: michael-arougheti

excerpt: Co-founded and serves as CEO of Ares Management (joined 2004, CEO since 2018); Instrumental in building Ares' private credit business; Previously at Royal Bank of Canada (2001-2004, Managing Partner Principal Finance Group), Indosuez Capital, Kidder Peabody & Co; Yale University graduate; Born circa 1972-1973. Source: https://www.bbntimes.com/financial/michael-arougheti-co-founder-ceo-of-ares-mana


entity_id: two-sigma

excerpt: ~$70B AUM (2025), ~2,000 employees (2026). Uses AI, machine learning, distributed computing for trading strategies. Sold Venn quantitative analytics tool to Insight Partners (Jan 2026). Major quant research employer. Hao Zhang ML researcher building new hedge fund after 17-year tenure.


entity_id: carval-investors

excerpt: Founded 1987 by Cargill; $17 billion AUM; Invested $144 billion in 5,695 transactions across 82 countries; €15 billion in multi-jurisdictional NPL portfolios. Source: https://ads.finance/private-lenders/carval-investors/


entity_id: millennium-management

excerpt: ~$60B AUM. Decentralized multi-manager structure with semi-autonomous portfolio manager teams. Major employer of quant researchers, portfolio managers, risk specialists.


entity_id: bain-capital-credit

excerpt: $61-65 billion AUM as of December 31, 2025; Invests across full credit spectrum including distressed securities, non-performing loans; DSS (Distressed and Special Situations) group has $12.5 billion AUM; Middle market lending focus. Source: https://www.baincapitalcredit.com/about


entity_id: aqr-capital

excerpt: Cliff Asness's systematic fund. Known for factor investing research and academic rigor. Top employer for quant researchers in 2026.


entity_id: fortress-investment-group

excerpt: Founded 1998; $53 billion AUM as of June 30, 2025; Serves 2,000+ institutional clients; Invests in corporate credit, real estate, private equity, insurance, permanent capital strategies. Source: https://en.wikipedia.org/wiki/Fortress_Investment_Group


entity_id: invictus-investment-partners

excerpt: Hong Kong-based, founded Sept 2025, launching Q1 2026. Founded by Tomohiro Yamaguchi (CEO) and Kirtes Bharti. CIO: Takeo Serizawa. Anchor investor: Squarepoint Capital ($200M+, 2-year minimum). Strategy: 300 largest/most liquid Japanese equities, low net exposure.


entity_id: wesley-r-edens

excerpt: Founded Fortress Investment Group in 1998; Serves as Chairman; Co-founder with Rob Kauffman, Randal A. Nardone, Pete Briger, Michael Novogratz. Source: https://en.wikipedia.org/wiki/Fortress_Investment_Group


entity_id: nexyst-digital

excerpt: Multi-manager platform launched from stealth 2025. CEO: Dimitri Sogoloff (formerly Horton Point). COO: Jon Campagna (ex-CoinFund). CIO: Val Zhigulin (ex-Citadel HFT). Tested 100+ strategies over 2.5 years. Focus: uncorrelated crypto alpha strategies.


entity_id: rob-kauffman

excerpt: Co-founded Fortress Investment Group in 1998 with Wesley Edens and others. Source: https://en.wikipedia.org/wiki/Fortress_Investment_Group


entity_id: hippocampus-capital-management

excerpt: Founder: Hao Zhang (17-year Two Sigma veteran, ML researcher). Launching early 2026. Based Greenwich, CT. Focus: AI-powered alpha strategies representing next-wave quant investing.


entity_id: randal-a-nardone


entity_id: ra-capital

excerpt: Prominent biotech-focused hedge fund. Employed Agustin Mohedas in scientific research division mapping therapeutic landscapes (~3 years tenure).


entity_id: pete-briger


entity_id: goldman-sachs-asset-management

excerpt: Source of talent to hedge funds. Sam Finkelstein was CIO of fixed income and liquidity solutions before joining Citadel (2024).


entity_id: michael-novogratz


entity_id: squarepoint-capital

excerpt: $182B+ AUM. Provided $200M+ anchor investment to Invictus Investment Partners (Japan hedge fund) in 2025-2026.


entity_id: tpg-angelo-gordon

excerpt: Founded 1988; $73 billion AUM (as of 2023); Specializes in distressed debt, non-investment grade credit, convertible arbitrage, energy lending, real estate debt/equity, private equity, middle market direct lending. Source: https://en.wikipedia.org/wiki/TPG_Angelo_Gordon


excerpt: Senior Portfolio Manager at Citadel (Feb 2024 - present). Leads fixed income and macro talent development program.


entity_id: john-m-angelo

excerpt: Founded Angelo Gordon in 1988 with Michael L. Gordon; Partner at L.F. Rothschild & Co., Vice Chairman; 15+ years experience in distressed securities, risk arbitrage, convertible arbitrage. Source: https://www.angelogordon.com/john-m-angelo/


excerpt: Former portfolio manager at Citadel, deputy head of Asia fundamental equities. Left Feb 2025 after non-compete expiry.


entity_id: michael-l-gordon

excerpt: Founded Angelo Gordon in 1988 with John M. Angelo; 15+ years experience in distressed securities, risk arbitrage, convertible arbitrage. Source: https://en.wikipedia.org/wiki/TPG_Angelo_Gordon


excerpt: Career move included stint at Point72 before Citadel.


entity_id: davidson-kempner-capital-management

excerpt: Founded May 1983; Origins in merger arbitrage, distressed debt, opportunistic credit; European Partners subsidiary focused on European loan portfolios including real estate NPLs. Source: https://en.wikipedia.org/wiki/Davidson_Kempner_Capital_Management


excerpt: Chief Investment Officer and founder at Invictus Investment Partners (Hong Kong, Q1 2026 launch).


entity_id: marvin-h-davidson

excerpt: Founded Davidson Kempner Capital Management in May 1983. Source: https://en.wikipedia.org/wiki/Davidson_Kempner_Capital_Management


excerpt: Former Head of Japan at Point72 Asset Management.


entity_id: thomas-l-kempner-jr

excerpt: Joined Davidson Kempner in December 1984, promoted to partner in 1986; Key partner alongside Marvin H. Davidson. Source: https://en.wikipedia.org/wiki/Davidson_Kempner_Capital_Management


excerpt: Co-founder, CEO, Head of Risk/Operations at Invictus Investment Partners (Hong Kong, 2025-2026).


entity_id: tony-yoseloff

excerpt: Key investment professional at Davidson Kempner Capital Management; Involved in credit investment strategy and European opportunities. Source: https://altgoesmainstream.substack.com/p/the-agm-q-and-a-with-davidson-kempners


excerpt: Spent 17 years at Two Sigma as pioneering quant researcher. Led 'techniques' unit building ML models generating billions.


entity_id: westchester-capital-management

excerpt: Founded 1980 (specialization since 1989); Part of Virtus Investment Partners; Focuses on announced corporate events: mergers, acquisitions, spin-offs, reorganizations; Event-driven alternative strategies. Source: https://www.westchestercapitalmanagement.com/our-firm


excerpt: Founder and Chief Investment Officer of Hippocampus Capital Management (launching early 2026).


entity_id: roy-behren

excerpt: Lead portfolio manager at Westchester Capital Management; Worked with Michael Shannon for 30+ years; Deep experience across market cycles in event-driven investing. Source: https://fintool.com/app/research/funds/hedge-funds/westchester-capital-management-llc/people/roy-behren


excerpt: Chief Strategy Officer at Point72 (2023 - Jan 2026). Departed early January 2026.


entity_id: michael-shannon

excerpt: Co-lead portfolio manager at Westchester Capital Management; Worked with Roy Behren for 30+ years; Deep experience across market cycles in event-driven investing. Source: https://www.westchestercapitalmanagement.com/our-firm


excerpt: Joined Point72 from Millennium Management in 2023.


entity_id: solus-alternative-asset-management

excerpt: $3.186 billion AUM as of March 31, 2026 (Form ADV filing); Founded June 29, 2007 as spin-off from Stanfield Capital Partners' Hedge Fund Strategies Group. Source: https://radientanalytics.com/firm/adv/solus-alternative-asset-management-lp-144155


excerpt: Head of Investment Professional Development & Point72 Academy Director (since 2015 founding).


entity_id: v-rde-partners

excerpt: Founded Minneapolis, Minnesota; $13 billion AUM (as of 2023); Focuses on credit-related assets, distressed securities, expanded into real estate and other alternatives. Source: https://en.wikipedia.org/wiki/V%C3%A4rde_Partners


excerpt: Prior role as equity research analyst at Citadel Investment Group.


entity_id: cqs

excerpt: $15.5 billion AUM as of December 15, 2023; London-based; Launched first credit strategy 2000; Manages convertibles, asset-backed securities, credit, loans, structured credit, equities. Source: https://en.wikipedia.org/wiki/CQS_(Asset_Manager)


excerpt: Head of Investment Talent Development at Point72 (since Jan 2016). Currently Dir/Head Investment Talent (March 2026).


entity_id: millennium-management

excerpt: $87 billion AUM as of May 2026; One of world's largest alternative asset management firms; Multi-strategy with significant credit and hedge fund components. Source: https://en.wikipedia.org/wiki/Millennium_Management


excerpt: Current role: Portfolio Manager & Research Analyst on Health Care Team (since 2019, PM since 2022).


entity_id: d-e-shaw

excerpt: $85+ billion in investment capital as of December 1, 2025; Multi-strategy across hedge fund, private markets, multiasset class, active equity. Source: https://www.investmentnews.com/guides/largest-hedge-funds-by-aum/265104


excerpt: Prior role in scientific research division mapping therapeutic landscapes (~3 years).


excerpt: Co-founded in April 1995; Serves as Co-Chairman. Source: https://www.oaktreecapital.com/about/leadership/bio/howard-marks


excerpt: Managing Partner & Chief Operating Officer, co-founder of Nexyst Digital (since Jan 2024).


excerpt: Co-founded in April 1995. Source: https://en.wikipedia.org/wiki/Oaktree_Capital_Management


excerpt: COO and co-founder of Invictus Investment Partners (Hong Kong, 2025-2026).


excerpt: Serves as Co-CEO as of 2026. Source: https://en.wikipedia.org/wiki/Oaktree_Capital_Management


excerpt: Quantitative researcher at Citadel. Keynote speaker at Bloomberg Quant Seminar May 2026.


excerpt: Former High Frequency Quantitative Researcher at Citadel (Jan 2010 - Mar 2011).


excerpt: Founded in 2000; Serves as Founder, Managing Partner, Chief Investment Officer. Source: https://en.wikipedia.org/wiki/Steven_Tananbaum


excerpt: Chief Investment Officer at Nexyst Digital (2024-present).


excerpt: Co-founded in 1995; Serves as Managing Partner and Chair of Management Committee. Source: https://www.kingstreet.com/Team/Brian-Higgins


excerpt: Chairman of Nexyst Digital (since Jan 2022, CEO role April 2026+).


excerpt: Co-founded in 1995. Source: https://en.wikipedia.org/wiki/King_Street_Capital_Management


excerpt: Portfolio Manager at Point72 (Jan 2008+). Named Co-CIO 2018. Elevated to President & Co-CIO April 2026.


excerpt: Co-founded in 2003; Serves as Chairman (previously CEO until 2021). Source: https://www.crunchbase.com/person/kevin-ulrich


excerpt: Chief Operating Officer & Chief Financial Officer at Point72 (since 2018).


excerpt: Co-founded in 2003; Later left to start Inherent Group. Source: https://en.wikipedia.org/wiki/Anchorage_Capital_Group


excerpt: Prior 21-year career at Goldman Sachs, most recently COO of Investment Management Division.


excerpt: Founded in 2005; Serves as Founder and Chairman. Source: https://www.aurelius-capital.com/team/mark-brodsky


excerpt: Chief Operating Officer, General Counsel & Chief Compliance Officer (since April 2014).


excerpt: Co-founded in 2005; Serves as President. Source: https://www.globalcapital.com/article/28mww04rg6j9uzg95iqkg/distressed-pros-team-up-for-aurelius-hedge-fund


excerpt: Chief of Staff & Head of External Affairs at Point72 (since April 2007). Member of executive committee (April 2026).


excerpt: Portfolio Manager (1996) and Senior Portfolio Manager & Management Committee member (through February 2005) before founding Aurelius. Source: https://www.aurelius-capital.com/team/mark-brodsky


excerpt: Founder, Chairman, CEO & Co-CIO of Point72. Established new executive committee structure April 2026.


excerpt: Founded in 1977; Chief investor and primary decision-maker. Source: https://en.wikipedia.org/wiki/Elliott_Investment_Management


excerpt: Squarepoint Capital provided $200M+ anchor investment to Invictus (2-year minimum commitment, announced 2025).


excerpt: Co-founded and serves as CEO (since 2018) as of 2026. Source: https://www.bbntimes.com/financial/michael-arougheti-co-founder-ceo-of-ares-management-and-pioneer-in-private-credit-and-alternative-investments


excerpt: Founded in 1998; Serves as Chairman. Source: https://en.wikipedia.org/wiki/Fortress_Investment_Group


excerpt: Co-founded in 1998. Source: https://en.wikipedia.org/wiki/Fortress_Investment_Group


excerpt: Founded in 1988; Former partner at L.F. Rothschild & Co. Source: https://www.angelogordon.com/john-m-angelo/


excerpt: Founded in 1988. Source: https://en.wikipedia.org/wiki/TPG_Angelo_Gordon


excerpt: Founded in May 1983. Source: https://en.wikipedia.org/wiki/Davidson_Kempner_Capital_Management


excerpt: Joined December 1984, promoted to partner in 1986; Co-founder/key partner with Marvin H. Davidson. Source: https://en.wikipedia.org/wiki/Davidson_Kempner_Capital_Management


excerpt: Senior Portfolio Manager; Key investment professional. Source: https://altgoesmainstream.substack.com/p/the-agm-q-and-a-with-davidson-kempners


excerpt: Co-President and Co-Chief Investment Officer; Lead portfolio manager. Source: https://fintool.com/app/research/funds/hedge-funds/westchester-capital-management-llc/people/roy-behren


excerpt: Co-lead portfolio manager; Worked with Roy Behren for 30+ years. Source: https://www.westchestercapitalmanagement.com/our-firm


entity_id: alfred-salvato

excerpt: SVP and CIO at Thomas Jefferson University Hospitals Jefferson Health, implemented integrated risk framework across balance sheet assets, 2026 Markets Group Elite ALTS Allocators


excerpt: Thomas Jefferson University Hospitals Jefferson Health investment office, Philadelphia Pennsylvania


entity_id: hippocampus-capital-management

excerpt: Hippocampus Capital Management quant hedge fund, founded by Hao Zhang quant veteran, launching 2026


entity_id: hao-zhang

excerpt: Founder of Hippocampus Capital Management quant hedge fund, quant veteran, launching 2026, SIG Labs citation


entity_id: kirtes-bharti

excerpt: Co-Founder of Invictus Investment Partners Japan hedge fund, prior Citadel, $200M Squarepoint backing, launching Q1 2026


entity_id: riptide-advisors

excerpt: Riptide Advisors multimanager hedge fund seeding vehicle, start trading January 2026, talent development focus giving novice PMs real capital


entity_id: john-barker

excerpt: CIO at Mastercard Foundation, multi-asset portfolio fixed income public equities and growing alternatives book, 2026 Markets Group mention


entity_id: mastercard-foundation

excerpt: Mastercard Foundation endowment and charitable foundation, Toronto Canada, multi-asset portfolio


excerpt: SVP and CIO, 2026 Elite ALTS Allocators


excerpt: Founder, quant veteran, 2026 launch


excerpt: Co-Founder, ex-Citadel, $200M Squarepoint backing


excerpt: CIO, 2026 mention


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

entity_id: uc-investments

excerpt: UC Investments University of California system endowment $190B AUM, Oakland CA, praxisrock.com 2026


entity_id: utimco

excerpt: UTIMCO University of Texas Investment Management Company $88B AUM, Austin TX, praxisrock.com 2026


entity_id: harvard-management-company

excerpt: Harvard Management Company endowment $56.9B AUM, Boston MA, praxisrock.com 2026


entity_id: yale-investments-office

excerpt: Yale Investments Office endowment $44.1B AUM, New Haven CT, CIO Matthew Mendelsohn, praxisrock.com 2026


entity_id: matthew-mendelsohn

excerpt: CIO at Yale Investments Office endowment $44.1B AUM, praxisrock.com 2026


entity_id: stanford-management-company

excerpt: Stanford Management Company endowment $40.8B AUM, Stanford CA, praxisrock.com 2026


entity_id: princeton-university-investment-company

excerpt: Princeton University Investment Company endowment $36.4B AUM, Princeton NJ, praxisrock.com 2026


entity_id: mitimco

excerpt: MITIMCo MIT Investment Management Company endowment $27.4B AUM, Cambridge MA, praxisrock.com 2026


entity_id: penn-office-of-investments

excerpt: Penn Office of Investments University of Pennsylvania endowment $24.8B AUM, Philadelphia PA, praxisrock.com 2026


entity_id: kaust-investment-management-company

excerpt: KAUST Investment Management Company King Abdullah University of Science and Technology endowment $23.5B AUM, Thuwal Saudi Arabia, praxisrock.com 2026


excerpt: University of Michigan Investment Office endowment $21.2B AUM, Ann Arbor MI, praxisrock.com 2026


entity_id: notre-dame-investment-office

excerpt: Notre Dame Investment Office University of Notre Dame endowment $20.4B AUM, Notre Dame IN, praxisrock.com 2026


entity_id: texas-a-m-university-endowment

excerpt: Texas A&M University endowment $18B AUM, College Station TX, praxisrock.com 2026


entity_id: sutter-health-investment-office

excerpt: Sutter Health healthcare system investment office $16B AUM, Sacramento CA, praxisrock.com 2026


entity_id: columbia-investment-management-company

excerpt: Columbia Investment Management Company Columbia University endowment $15.9B AUM, New York NY, praxisrock.com 2026


excerpt: Northwestern University Investment Office endowment $15.2B AUM, Evanston IL, praxisrock.com 2026


entity_id: uvimco

excerpt: UVIMCO University of Virginia Investment Management Company endowment $15.5B AUM, Charlottesville VA, praxisrock.com 2026


entity_id: washu-investment-management-company

excerpt: WashU Investment Management Company Washington University in St. Louis endowment $14.5B AUM, St. Louis MO, praxisrock.com 2026


excerpt: Johns Hopkins University Office of Investments endowment $13.2B AUM, Baltimore MD, praxisrock.com 2026


entity_id: unc-management-company

excerpt: UNC Management Company University of North Carolina endowment $13B AUM, Chapel Hill NC, praxisrock.com 2026


entity_id: dumac

excerpt: DUMAC Duke University Management Company endowment $12.3B AUM, Durham NC, praxisrock.com 2026


entity_id: emory-investment-management

excerpt: Emory Investment Management Emory University endowment $11.4B AUM, Atlanta GA, praxisrock.com 2026


excerpt: University of Chicago Office of Investments endowment $10.9B AUM, Chicago IL, praxisrock.com 2026


excerpt: Vanderbilt University Office of Investments endowment $10.9B AUM, Nashville TN, CIO Anders Hall, praxisrock.com 2026


entity_id: dartmouth-investment-office

excerpt: Dartmouth Investment Office Dartmouth College endowment $9B AUM, Hanover NH, praxisrock.com 2026


entity_id: brown-university-investment-office

excerpt: Brown University Investment Office endowment $8B AUM, Providence RI, CIO Jane Dietze, praxisrock.com 2026


entity_id: rice-management-company

excerpt: Rice Management Company Rice University endowment $8.5B AUM, Houston TX, praxisrock.com 2026


entity_id: usc-investment-office

excerpt: USC Investment Office University of Southern California endowment $8.1B AUM, Los Angeles CA, praxisrock.com 2026


entity_id: ohio-state-university-endowment

excerpt: Ohio State University endowment $7.5B AUM, Columbus OH, praxisrock.com 2026


entity_id: university-of-pittsburgh-endowment

excerpt: University of Pittsburgh endowment $6B AUM, Pittsburgh PA, praxisrock.com 2026


entity_id: caltech-investment-office

excerpt: Caltech Investment Office California Institute of Technology endowment $5B AUM, Pasadena CA, praxisrock.com 2026


entity_id: university-of-wisconsin-foundation

excerpt: University of Wisconsin Foundation endowment $5B AUM, Madison WI, praxisrock.com 2026


entity_id: university-of-minnesota-endowment

excerpt: University of Minnesota endowment $4B AUM, Minneapolis MN, praxisrock.com 2026


entity_id: georgetown-university-endowment

excerpt: Georgetown University endowment $4.4B AUM, Washington DC, praxisrock.com 2026


entity_id: university-of-florida-endowment

excerpt: University of Florida endowment $3.5B AUM, Gainesville FL, praxisrock.com 2026


entity_id: university-of-oregon-endowment

excerpt: University of Oregon endowment $3B AUM, Eugene OR, praxisrock.com 2026


excerpt: CIO, praxisrock.com 2026


entity_id: artisan-partners

excerpt: Artisan Partners active equity management $128B AUM, Wisconsin USA, founded by Andrew Ziegler 1994, accountance.net 2026


entity_id: andrew-ziegler

excerpt: Founder of Artisan Partners active equity management firm $128B AUM, founded 1994, accountance.net 2026


excerpt: Founder 1994, accountance.net 2026


entity_id: rishad-sadikot

excerpt: CIO of Tufts University, managing $3.1 billion endowment; former Cambridge Associates managing director with nearly two decades of institutional investment management experience; appointed May 18, 2026 (Source: Tufts Now May 2026, Chief Investment Officer Magazine)


entity_id: ana-marshall

excerpt: CIO of William and Flora Hewlett Foundation, managing $13-14 billion endowment; 35 years of investment experience; leads team of six investment professionals; consistently ranks foundation in top ten of peers (Source: Hewlett Foundation, Institutional Investor)


entity_id: matthew-mendelsohn

excerpt: Yale University CIO since 2021; Yale '07 physics graduate; leads endowment's venture capital assets comprising quarter of portfolio; transitioning endowment from founder-led to technology and process-focused organization (Source: Yale News, Yale School of Management)


entity_id: stephen-gilmore

excerpt: CalPERS CIO since July 2024; leads $556 billion fund; 40-year career in public and private financial institutions; former CIO of New Zealand Superannuation Fund and Australia's Future Fund; driving total portfolio approach adoption (Source: CalPERS, Chief Investment Officer Magazine, Pensions & Investments)


entity_id: scott-chan

excerpt: CalSTRS CIO since July 2024; leads $390.6 billion fund with 200+ investment professionals; former deputy CIO at CalSTRS since 2018; previously senior managing director at UC Regents overseeing $55 billion global equities; board member Toigo Foundation; named Elite 100 CIO by Markets Group (Source: CalSTRS, Chief Investment Officer Magazine)


entity_id: michelle-knudsen

excerpt: NYU CIO managing $6 billion endowment since June 2024; Stanford BA in political science; former senior portfolio manager at Andrew W. Mellon Foundation ($8.1 billion); prior head of absolute return and credit strategies at Partners Capital LLP; Goldman Sachs background (Source: NYU News, Institutional Investor)


entity_id: erik-lundberg

excerpt: University of Michigan CIO managing $20 billion long-term investment portfolio including $19+ billion endowment; led growth from $2.5 billion (17th largest) to 9th largest endowment; named Public Endowment CIO of the Decade (2015) and Endowment CIO of the Year (2024); leads 20 investment professionals (Source: University of Michigan, Institutional Investor)


entity_id: rebecca-carland

excerpt: Knight Foundation CIO since 2025, first CIO in 20 years; managing $2.6 billion endowment; former Builders Vision (Walton family office) executive; Goldman Sachs and Cambridge Associates background; building 7-member investment team; focusing on 'next-generation managers' (Source: Knight Foundation, Pensions & Investments)


entity_id: anton-orlich

excerpt: CalPERS deputy CIO for private markets as of June 2026; former director of private equity since 2022; U.S. Navy intelligence officer; Columbia and Yale PhD; oversees all alternative investments (private equity, credit, real estate, infrastructure) generating 35.8% returns since 2022; succeeded Daniel Booth (Source: CalPERS, Institutional Investor, Pensions & Investments)


entity_id: derek-walker

excerpt: CalPERS Managing Investment Director for Total Portfolio Management effective July 2026; nearly 18 years at CPP Investments leading research and total fund management; prior experience at Barclays Global Investors and MSCI in quantitative investing and indexing; leads portfolio construction and total portfolio approach implementation (Source: CalPERS, Institutional Investor)


entity_id: kristin-varela

excerpt: New Mexico State Investment Council CIO since March 2026, first woman CIO in fund's history; managing $71 billion sovereign wealth fund; nearly two decades in financial markets and public pension management; prior CIO of Hawaii ERS (2023-2026); deputy/interim CIO at NM PERA for 8 years; CIO Power 100 list 2024-2025; among youngest and few Latina CIOs in US public pension system (Source: New Mexico


entity_id: riana-burlile

excerpt: New York Life senior director in investment office; leads company's capital markets efforts advancing private asset strategy; recognized as 2026 Allocator Rising Star; indispensable part of firm's forward-looking investment strategy (Source: Institutional Investor Allocators' Choice Awards)


entity_id: tufts-university

excerpt: $3.1 billion endowment; managed by Rishad Sadikot as CIO with Board Investment Committee oversight; mission-aligned investment approach (Source: Tufts Now 2026)


entity_id: william-and-flora-hewlett-foundation

excerpt: $13-14 billion endowment managed by Ana Marshall; consistently top quartile performer; small team of six professionals; mission-driven allocation across public and private markets (Source: Hewlett Foundation, Institutional Investor)


entity_id: yale-university-investments-office

excerpt: Major endowment led by Matthew Mendelsohn; operates under guidance of Investment Committee; pioneering venture capital strategy representing significant portfolio portion (Source: Yale Investments Office)


excerpt: $556 billion pension fund led by CIO Stephen Gilmore; first US retirement plan to adopt total portfolio approach (approved 2025, launching July 2026); led by two deputy CIOs (Orlich for private markets; Walker for total fund); 300+ investment professionals (Source: CalPERS, Pensions & Investments)


excerpt: $390.6 billion pension fund led by CIO Scott Chan since July 2024; implementing 'one-fund' investment approach; 200+ investment professionals; dynamic allocation across infrastructure and private credit; exploring next-generation portfolio construction (Source: CalSTRS, Pensions & Investments)


entity_id: new-york-university

excerpt: $6 billion endowment led by CIO Michelle Knudsen since June 2024; manages diverse investment portfolio including alternatives (Source: NYU News 2024)


entity_id: university-of-michigan

excerpt: $20 billion long-term investment portfolio led by CIO Erik Lundberg; includes $19+ billion endowment; 9th largest US endowment; one of most diverse manager base of any university; on track to net zero by 2030; 20 investment professionals (Source: University of Michigan)


entity_id: john-s-and-james-l-knight-foundation

excerpt: $2.6 billion endowment led by Rebecca Carland as first CIO in 20 years (2025); recently brought portfolio in-house after decades of outsourcing; 7-member investment team; focus on next-generation managers (Source: Knight Foundation, Institutional Investor)


entity_id: new-mexico-state-investment-council

excerpt: $71 billion sovereign wealth fund established in 1958; managed by Kristin Varela as CIO since March 2026; projects $42 billion to state over next 10 years for education and social services; funds derived from oil and gas production (Source: New Mexico State Investment Council)


entity_id: new-york-life

excerpt: Major institutional allocator with significant private asset strategy led by senior leadership in investment office; recognized for advancing next-generation manager relationships and capital markets leadership (Source: Institutional Investor)


excerpt: Appointed Chief Investment Officer, effective May 18, 2026; leads endowment investment strategy with Board Investment Committee oversight (Source: Tufts Now)


excerpt: Serves as Chief Investment Officer and Vice President; oversees $13-14 billion endowment portfolio management with team of six professionals (Source: Hewlett Foundation)


excerpt: Chief Investment Officer; leads endowment investment strategy and venture capital program; appointed 2021 after David Swensen's passing (Source: Yale News)


excerpt: Chief Investment Officer since July 2024; leads 300+ investment professionals managing $556 billion fund; implementing total portfolio approach (Source: CalPERS)


excerpt: Chief Investment Officer since July 2024; leads 200+ investment professionals managing $390.6 billion; implementing one-fund investment approach (Source: CalSTRS)


excerpt: Chief Investment Officer since June 2024; manages $6 billion endowment portfolio; leads NYU Investment Office team (Source: NYU News)


excerpt: Chief Investment Officer; leads 20 investment professionals managing $20 billion long-term portfolio including $19+ billion endowment (Source: University of Michigan)


excerpt: Chief Investment Officer since 2025; first CIO in 20 years; leads newly internalized investment office managing $2.6 billion endowment (Source: Knight Foundation)


excerpt: Deputy Chief Investment Officer for Private Markets as of June 2026; oversees private equity, private credit, real estate and infrastructure programs (Source: CalPERS)


excerpt: Managing Investment Director for Total Portfolio Management effective July 2026; leads portfolio construction and total portfolio approach implementation (Source: CalPERS)


excerpt: Chief Investment Officer since March 2026; manages $71 billion sovereign wealth fund; first woman CIO in fund's history (Source: New Mexico State Investment Council)


excerpt: Senior Director in Investment Office; leads company's capital markets efforts and private asset strategy advancement (Source: Institutional Investor)


entity_id: elliott-management

excerpt: Founded 1977. AUM: $97.37 billion (as of February 2025). Multi-strategy activist fund specializing in corporate activism, distressed situations, and value unlocking. Source: Insider Monkey - Elliott Management 2026 13F Holdings


entity_id: paul-singer

excerpt: Founded Elliott Management in 1977. BS Psychology (University of Rochester), JD (Harvard Law School). Former corporate law attorney and investment banker at Donaldson, Lufkin & Jenrette. Source: Elliott Management corporate website and biography sources


entity_id: tci-fund-management

excerpt: Founded 2003. Official name: The Children's Investment Fund Management Limited. AUM: $77 billion (2026). London-based hedge fund known for concentrated, high-conviction approach and management engagement. Generated $18.9 billion in gains for investors in 2025. Source: Wikipedia, Insider Monkey, Gainify - Chris Hohn Portfolio Q4 2025


entity_id: chris-hohn

excerpt: British hedge fund manager and philanthropist. Founded TCI Fund Management in 2003. Known for activist investor approach and engagement with management teams on operational improvements, capital returns, and governance changes. Source: Wikipedia - The Children's Investment Fund Management, Insider Monkey


entity_id: pershing-square-capital-management

excerpt: Founded 2004. AUM: $18-20 billion (2026). Headquartered in New York City. Activist fund specializing in public equity investments with focus on corporate activism and value creation. In 2026, opening hedge fund to retail investors via IPO. Source: Wikipedia, The Motley Fool - Bill Ackman Hedge Fund IPO Article


entity_id: bill-ackman

excerpt: Founded Pershing Square Capital Management on January 1, 2004. Billionaire investor opening hedge fund to retail investors in 2026. Source: Wikipedia - Pershing Square Capital Management, The Motley Fool


entity_id: third-point

excerpt: Founded 1995. AUM: $12-12.9 billion (2025-2026). New York-based hedge fund specializing in activist investing and event-driven strategies. Employee-owned, SEC-registered investment advisor with global operations. Source: Wikipedia, Insider Monkey - Daniel Loeb 2026 13F Holdings


entity_id: daniel-loeb

excerpt: Founded Third Point LLC in 1995. Resumed sole CIO responsibilities in 2020. Known for activist investment approach and long-term value creation strategies. Source: Wikipedia, Insider Monkey, AlphaMaven


entity_id: starboard-value-lp

excerpt: Activist hedge fund focused on corporate activism and value creation. Notable campaign: Salesforce (2022-2026) which resulted in margin expansion, $25B share repurchase, and diluted share count reduction from 970M to 871M. Q1 2026: Exited Salesforce/Autodesk, entered Lamb Weston/CarMax. Source: Yahoo Finance, 24/7 Wall St - Starboard Value Portfolio 2026


entity_id: jeff-smith

excerpt: Founder and CEO of Starboard Value LP. Activist investor known for engagement campaigns at public companies. Recent focus: Salesforce, Pfizer, TripAdvisor. Spoke at 13D Monitor conference 2026 on activist investing. Source: Insider Monkey - Jeff Smith Starboard Value, CNBC


entity_id: valueact-capital

excerpt: Founded 2000 by Jeffrey Ubben. AUM: ~$10 billion (2024-2026). Known for soft activism working behind the scenes rather than public campaigns. SEC-registered investment advisor. Source: Wikipedia - ValueAct Capital, Insider Monkey


entity_id: mason-morfit

excerpt: Became ValueAct's Chief Investment Officer in 2018, elevated to CEO in 2020. Prominent activist investor with board positions at numerous public companies including Microsoft. Co-CEO alongside Rob Hale as of 2024. Source: Insider Monkey, Institutional Investor - ValueAct's New CEO Mason Morfit


entity_id: jeffrey-ubben

excerpt: Founded ValueAct Capital in 2000. Pioneered soft activist hedge fund approach focusing on behind-the-scenes engagement. Source: Wikipedia - ValueAct Capital


entity_id: citadel-llc

excerpt: Founded 1990. AUM: $67-69 billion (January 2026). Multi-strategy hedge fund with event-driven components. 2025 performance: +10.2%, second behind Millennium. Citadel Wellington flagship fund. Source: Insider Monkey - Ken Griffin Citadel 2026, Citadel corporate website


entity_id: kenneth-c-griffin

excerpt: Founded Citadel in 1990. Started investing in 1986 from Harvard dorm room with small quantitative hedge fund in 1987. American hedge fund manager, entrepreneur, investor. Speaks at major investment conferences. Source: Citadel website, Wikipedia, LinkedIn


entity_id: pablo-salame

excerpt: Co-CIO at Citadel LLC as of 2026. Source: Citadel corporate website


entity_id: gerald-a-beeson

excerpt: COO at Citadel LLC as of 2026. Source: Citadel corporate website


entity_id: millennium-management

excerpt: Founded 1989. AUM: $83.5-87 billion (2026). Multi-strategy hedge fund with diversified investment strategies. 2025 performance: +10.5%, outperformed Citadel for first time since 2020. Employs thousands of portfolio managers. Source: Insider Monkey, Fortune, The Daily Upside


entity_id: israel-englander

excerpt: Founded Millennium Management in 1989. Chairman and CEO as of 2026. Leads multi-strategy approach with hundreds of portfolio managers. Source: Insider Monkey - Millennium Management


entity_id: ajay-nagpal

excerpt: President & COO at Millennium Management as of 2026. Source: Insider Monkey - Millennium Management


entity_id: john-novogratz

excerpt: Head of capital development and investor relations at Millennium Management as of 2026. Source: Insider Monkey - Millennium Management


entity_id: bridgewater-associates

excerpt: Founded by Ray Dalio. AUM: $92 billion (2026). Generated all-time high returns in 2025 with $15.6 billion net profits (highest in 50-year history). AI-driven AIA Labs strategy surpassed $5 billion AUM. Q1 2026: -6.44% drawdown. Transitioning to algorithmic/AI-driven approach. Source: Insider Monkey, HedgeCo - Bridgewater Dalio's Principles to Algorithmic Intelligence


entity_id: ray-dalio

excerpt: Founded Bridgewater Associates. Stepped down as CEO (2017), CIO (2020), and Chairman (2021). Now focused on mentoring. Sold remaining ownership stake in July 2026, completing long-term transition plan. Author of 'Principles' framework for investment and management. Source: Insider Monkey, Bridgewater website


excerpt: Founded 2014. AUM: $45.7 billion (2026). Multi-strategy hedge fund owned by Steven A. Cohen. 2025 performance: Topped Citadel and Millennium returns. Source: Insider Monkey, The Daily Upside


entity_id: steven-a-cohen

excerpt: Founded Point72 Asset Management in 2014. Billionaire hedge fund manager and owner of New York Mets baseball team. Source: Insider Monkey - Point72 Asset Management


entity_id: gavin-o-connor

excerpt: COO at Point72 Asset Management as of 2026. Source: Insider Monkey - Point72 Asset Management


entity_id: harry-schwefel

excerpt: Co-CIO at Point72 Asset Management as of 2026. Source: Insider Monkey - Point72 Asset Management


entity_id: d-e-shaw

excerpt: Founded 1988. AUM: ~$60 billion (2025-2026). Multi-strategy hedge fund headquartered in New York City with ~2,500 employees worldwide. Known for quantitative and computational approach. 2025: Top hedge fund gainer alongside Bridgewater. Source: Wikipedia, Fortune


entity_id: david-e-shaw

excerpt: Founded D.E. Shaw in 1988. Pioneered computational finance and quantitative investment approaches. Source: Wikipedia - D.E. Shaw


entity_id: carl-icahn

excerpt: Legendary activist investor. Manages multiple investment vehicles including Icahn Partners (hedge fund), American Real Estate Partners (PE), and Icahn Management LP (hedge fund). Portfolio: $8.55 billion (March 2026). Top holdings: Icahn Enterprises (IEP) ~27%, other diversified holdings. Source: Insider Monkey, SEC filings


entity_id: icahn-capital-lp

excerpt: Carl Icahn's hedge fund vehicle. 12 holdings disclosed in latest 13F (March 2026). Portfolio value: $8.55 billion. Part of Icahn's multi-vehicle investment structure. Source: SEC, Insider Monkey, StockCircle


entity_id: icahn-partners

excerpt: Carl Icahn's flagship hedge fund vehicle for activist investing. Part of diversified investment structure alongside American Real Estate Partners and Icahn Management LP. Source: Insider Monkey


entity_id: icahn-enterprises-lp

excerpt: Publicly traded holding company founded and chaired by Carl Icahn. Q1 2026: $2.2B revenues, $459M net loss. Diversified across multiple industries and geographies (natural hedge strategy). IEP is Carl Icahn's largest single holding. Source: SEC Form 8-K filings 2026


entity_id: toms-capital

excerpt: Event-driven long-short equity strategy manager. Founded by Benjamin Pass. AUM: ~$2.8 billion (2025-2026). Citadel deployed $500M capital allocation to Toms Capital (rare move by Citadel). Source: Hedgeweek - Citadel Toms Capital Capital Allocation


entity_id: benjamin-pass

excerpt: Founded Toms Capital specializing in event-driven long-short equity strategies. AUM: ~$2.8 billion. Rare recipient of Citadel capital allocation ($500M) in 2026. Source: Hedgeweek


entity_id: melqart-opportunities-fund

excerpt: Event-driven hedge fund. 2025 performance: +45% (strong returns in event-driven space). Source: Hedge fund performance summary, Alternative Fund Insight


entity_id: michel-massoud

excerpt: Manager of Melqart Opportunities Fund event-driven hedge fund. 2025 performance: +45%. Source: Hedge fund industry sources


entity_id: farallon-capital

excerpt: Notable hedge fund mentioned in 2026 hedge fund power list rankings. Source: Wikipedia


entity_id: founders-fund

excerpt: Hedge fund mentioned in 2026 best hedge funds rankings. Source: Wikipedia


excerpt: Paul Singer founded Elliott Management in 1977


excerpt: Chris Hohn founded TCI Fund Management (The Children's Investment Fund Management Limited) in 2003


excerpt: Bill Ackman founded Pershing Square Capital Management on January 1, 2004


entity_id: daniel-loeb--founded--third-point

excerpt: Daniel Loeb founded Third Point LLC in 1995


entity_id: jeff-smith--founded--starboard-value-lp

excerpt: Jeff Smith is the founder and CEO of Starboard Value LP


excerpt: Jeffrey Ubben founded ValueAct Capital in 2000


excerpt: Mason Morfit became ValueAct's Chief Investment Officer in 2018, and elevated to CEO in 2020


entity_id: kenneth-c-griffin--founded--citadel-llc

excerpt: Kenneth C. Griffin founded Citadel LLC in 1990


excerpt: Pablo Salame is Co-Chief Investment Officer at Citadel LLC


excerpt: Gerald A. Beeson is Chief Operating Officer at Citadel LLC


excerpt: Israel Englander founded Millennium Management in 1989 and serves as Chairman and CEO


excerpt: Ajay Nagpal serves as President and Chief Operating Officer at Millennium Management


excerpt: John Novogratz is Head of Capital Development and Investor Relations at Millennium Management


excerpt: Ray Dalio founded Bridgewater Associates. Sold remaining ownership stake in July 2026


excerpt: Steven A. Cohen founded Point72 Asset Management in 2014


excerpt: Gavin O'Connor serves as Chief Operating Officer at Point72 Asset Management


excerpt: Harry Schwefel is Co-Chief Investment Officer at Point72 Asset Management


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

excerpt: David E. Shaw founded D.E. Shaw in 1988


entity_id: carl-icahn--manages--icahn-capital-lp

excerpt: Carl Icahn manages Icahn Capital LP hedge fund with $8.55B portfolio value (March 2026)


entity_id: carl-icahn--manages--icahn-partners

excerpt: Carl Icahn manages Icahn Partners hedge fund as activist investment vehicle


excerpt: Carl Icahn founded and chairs Icahn Enterprises LP publicly traded holding company


entity_id: benjamin-pass--founded--toms-capital

excerpt: Benjamin Pass founded Toms Capital event-driven hedge fund with ~$2.8B AUM


excerpt: Michel Massoud manages Melqart Opportunities Fund event-driven hedge fund (+45% 2025 performance)


excerpt: Citadel (Ken Griffin) deployed $500M capital allocation to Toms Capital in 2026 (rare move)


entity_id: matt-armas

excerpt: Senior Vice President and Chief Investment Officer at Prudential Financial, effective March 12, 2026. Joined from Goldman Sachs Asset Management where he served as global co-head of insurance. Over 20 years of experience in insurance-focused investing including fixed income, private credit, and infrastructure. Source: news.prudential.com


entity_id: elena-bukowski

excerpt: Point72 L.P.; joined 2018 as Senior Specialist, promoted to Deputy Head, current role as of 2025; previously Director of Marketing & Investor Relations at Tourbillon Capital Partners; education: BS Finance and Management from Drake University


entity_id: craig-sabal

excerpt: Chief Investment Officer of New York Life Insurance Company, effective January 1, 2026. Oversees investment strategy, asset allocation, and management of New York Life's general account. Previously Deputy CIO at AIG, Managing Director at Goldman Sachs, Director at Barclays Capital. Over 20 years of experience in portfolio and risk management for insurance companies. Source: newyorklife.com


entity_id: john-novogratz

excerpt: Millennium Management; joined 2009 from Fortress Investment Group where he was Head of International Sites Capital Formation & Investor Relations; member of senior leadership team and executive sponsor of MLPride employee resource group; oversees building new and current investor relationships


entity_id: brian-towers

excerpt: Appointed Head of Insurance and Strategic Partnerships at PGIM (global asset management business of Prudential Financial), effective April 23, 2026. Reports to Keshav Rajagopalan, Head of Strategic Capital Group. Previously Managing Director at Blackstone responsible for multi-asset credit platform. Senior roles at AIG, BlackRock, and Invesco. Source: pgim.com


entity_id: andrew-adams

excerpt: Citadel LLC; promoted to co-head in 2025 (August); joined Citadel's Client and Partner Group in 2016; manages relationships with all investors globally; firm veteran; Greenwich, CT based


entity_id: milla-tonkonogy

excerpt: CIO for General Insurance North America at AIG. Guides one of the industry's largest insurance portfolios through significant operational change. Source: insurancejournal.com


entity_id: stephen-valan

excerpt: Citadel LLC; promoted to co-head in 2025 (August); previous experience at J.P. Morgan; based in Greenwich, CT; responsible for investor relationships


entity_id: shekar-pannala

excerpt: Chief Information Officer at The Hartford (note: this is technology CIO, not investment CIO). Leads Technology, cybersecurity, infrastructure and cloud modernization. Source: ciodive.com


entity_id: cian-cotter

excerpt: Insight Partners; joined 2003; leads capital markets and capital formation activities; manages inbound deal flow from banking sector; responsible for investor relationships; board member on Fenergo, Mediaspectrum, Nymbus, Studio Moderna; MBA from HEC France


entity_id: prudential-financial

excerpt: Major insurance company with global investment operations through PGIM (global asset management) and Prudential Investments. Active allocator to private markets and alternatives. 2026 appointment of new CIO reflects focus on strategic partnerships and alternatives allocation. Source: prudential.com, pgim.com


entity_id: david-black

excerpt: Balyasny Asset Management; joined 2018 as Executive Consultant, promoted to MD Business Development in August 2020; based in New York City; previous roles at Quadra Advisors LLC and SAC Capital


entity_id: new-york-life-insurance-company

excerpt: Largest mutual insurance company in US. Combined general account and third-party asset management into $785 billion AUM platform effective 2026 with $363 billion fixed-income and $228 billion private markets assets. Active allocator to alternatives and hedge funds. Source: newyorklife.com


entity_id: david-prezioso

excerpt: Balyasny Asset Management; joined April 2015; Chief People Officer and member of firm's Management Committee; focuses on talent recruitment, engagement and retention


entity_id: metlife-inc

excerpt: Major insurance company. MetLife Investment Management combined with PineBridge Investments manages over $700 billion in assets. Offers capabilities spanning alternatives, private fixed income, real estate, private equity and venture capital. Q2 2026 outlook emphasizes AI driving allocations to alternatives. Source: investments.metlife.com


entity_id: jennifer-blake

excerpt: Balyasny Asset Management; joined April 2008; responsible for investment hiring globally; previous: VP Prime Brokerage Sales at Morgan Stanley; 2000-2006 at Goldman Sachs Spear Leeds and Kellogg


entity_id: the-hartford-insurance-group

excerpt: Insurance company with Hartford Investment Management Company (HIMCO) managing ~$120 billion in assets under management across private markets including private credit, commercial real estate, infrastructure and energy as of March 31, 2026. Focus on alternatives including hedged strategies. Source: sec.gov, hartfordfunds.com


entity_id: brooke-harlow

excerpt: Balyasny Asset Management; joined 2023 from Managed Funds Association where she was CCO; leads public policy, regulatory affairs, partnerships, sustainability, corporate administration, diversity and inclusion; Management Committee member; previous MD at Highbridge Capital Management and VP Investment Bank at J.P. Morgan; recognized as one of 50 Leading Women in Hedge Funds


entity_id: aig

excerpt: Major insurance company. General Insurance North America portfolio represents one of industry's largest. Allocates to alternatives including insurance-linked securities and hedge fund strategies. Catastrophe bond allocations rose 18% to $136 billion in 2025 (industry-wide). Source: insurancejournal.com, insurancenewsnet.com


entity_id: phillip-lee

excerpt: Citadel LLC; joined 2013 as senior analyst in technology; promoted to Portfolio Manager 2015; appointed Deputy Head Surveyor Capital U.S. in 2021, then Head in 2021; focused on talent-forward strategy; previous: Senior Analyst at Cadian Capital, Analyst at Morgan Stanley Tech Investment Banking; education: BS Economics Dartmouth, MBA Stanford


entity_id: pgim

excerpt: Global asset management business of Prudential Financial. Strategic Capital Group operates at intersection of insurance and asset management. Develops solutions for complex insurer needs including structuring and transaction engineering. Over $700B AUM. April 2026 appointment of Brian Towers signals expanded insurance partnerships focus. Source: pgim.com


entity_id: mackenzie-snyder

excerpt: Surveyor Capital (Citadel LLC); works in business development capacity at Citadel subsidiary


entity_id: voya-investment-management

excerpt: Manages approximately $353 billion AUM as of March 31, 2026. Insurance Asset Management team has long history of hiring alternative managers for insurance general accounts. June 2026 launch of multi-manager alternative Collective Investment Trusts (CITs) targeting insurance investors. Source: voya.com, businesswire.com


excerpt: Hedge fund with significant assets under management; investor relations function led by Elena Bukowski; headquartered in Stamford, Connecticut


entity_id: hartford-funds

excerpt: Asset management platform affiliated with The Hartford. Launched Hartford Schroders Private Opportunities Fund - closed-end tender offer fund for accredited investors focusing on private equity strategies. Supports Hartford's insurance portfolio diversification into alternatives. Source: hartfordfunds.com


entity_id: millennium-management

excerpt: $87 billion AUM as of May 2026; investor relations and capital development led by John Novogratz; multi-strategy hedge fund


entity_id: apollo-global-management

excerpt: Alternative asset manager with insurance platform Athene. Manages over $300 billion in assets with significant allocation to direct lending and asset-based finance. Embraces leverage strategy using insurance-backed capital. Major fund receiving insurance LP commitments. Source: apolloglobal.com, privatemarketsinsights.com


entity_id: citadel-llc

excerpt: Major hedge fund; Client and Partner Group (investor relations) led by Andrew Adams and Stephen Valan as co-heads as of August 2025; Surveyor Capital is major subsidiary; up 15.1% in 2024, up 4% first seven months of 2025


entity_id: kkr

excerpt: Global asset management firm with insurance operations (Global Atlantic). Diversified platform encompassing traditional buyouts, credit, insurance, and strategic infrastructure investments. Benefits from increasing insurance LP confidence. Operating with permanent capital streams from insurance backing. Source: kkr.com, wealthmanagement.com


entity_id: balyasny-asset-management

excerpt: Multi-billion dollar alternative asset manager; business development led by Jennifer Blake (Global Head), David Black and David Prezioso (Managing Directors); global affairs led by Brooke Harlow (Chief Global Affairs Officer); approximately $72.7 billion AUM as of December 2024


entity_id: blackstone

excerpt: World's largest alternative asset manager with $1.275 trillion AUM. Acquired insurance operations (Everlake). Targets asset classes including private equity, credit, insurance and infrastructure. Traditional fee-based strategy for insurance allocators. Major recipient of insurance LP capital. Source: blackstone.com, privateequitylist.com


entity_id: insight-partners

excerpt: $90 billion+ AUM as of June 2025; 875+ portfolio companies globally; capital formation and investor relations led by Cian Cotter (Managing Director); closed Fund XIII with $12.5B in 2025


entity_id: brookfield

excerpt: Second-largest alternative asset manager globally. Acquired American Equity (insurance operations). Focus on real assets and infrastructure attractive to insurance allocators. Insurance-backed capital model competitor to Apollo and KKR. Source: privateequitylist.com


entity_id: surveyor-capital

excerpt: Citadel sub-fund focused on equities; led by Phillip Lee as Head since 2021; Mackenzie Snyder in business development


entity_id: carlyle-group

excerpt: Major alternative asset manager. Partnership with Fortitude Re for insurance-linked strategies. Allocates insurance capital to private equity and alternatives. Source: carlyle.com


excerpt: Global Head of Capital Development and Investor Relations at Point72 since 2025


entity_id: fort-washington-investment-advisors

excerpt: Asset management firm managing $95 billion in total assets as of December 2025, with $5.5 billion in private equity commitments. Significant focus on insurance client base. Source: wallstreetcareers.com


excerpt: Global Head of Capital Development & Investor Relations at Millennium since 2009


entity_id: lightyear-capital

excerpt: Sector-specialist private equity firm with ~$5B+ AUM. Invests almost exclusively in financial services, insurance, fintech infrastructure, and wealth management platforms. Receives capital from insurance company LPs. Source: altss.com


excerpt: Global Co-Head of Client and Partner Group at Citadel since August 2025


entity_id: voya-insurance-asset-management-team

excerpt: Team within Voya Investment Management with long history of hiring alternative managers for insurance general accounts. Member of Manager Research & Selection team. June 2026 launched multi-manager alternative CITs combining well-known managers in single structure. Source: voya.com


excerpt: Co-Head of Client and Partner Group at Citadel since August 2025


entity_id: northwestern-mutual

excerpt: Insurance company managing general account investment portfolio exceeding $335 billion as of year-end 2025. Major allocator to private assets and alternatives. Source: wallstreetcareers.com


excerpt: Managing Director of Capital Markets at Insight Partners since 2003


excerpt: Over 140 investment professionals managing approximately $120 billion in assets under management across public fixed income, equity and private markets as of March 31, 2026. Delivers tailored strategies including alternatives to insurance and other institutional clients. Source: sec.gov


excerpt: Managing Director of Business Development at Balyasny since August 2020


excerpt: Combined MetLife Investment Management and PineBridge Investments into top-tier global platform with $700+ billion AUM. Offers alternatives, private fixed income, real estate capabilities. 2026 outlook emphasizes alternatives allocation driven by AI considerations. Source: investments.metlife.com


excerpt: Managing Director Business Development and Chief People Officer at Balyasny since April 2015


excerpt: Senior Vice President and Chief Investment Officer of Prudential Financial since March 12, 2026. Reports directly to CEO on insurance investment strategy. Source: news.prudential.com


excerpt: Partner and Global Head of Business Development at Balyasny since April 2008


excerpt: Chief Investment Officer of New York Life since January 1, 2026. Manages general account investment strategy for $785B platform. Source: newyorklife.com


excerpt: Chief Global Affairs Officer at Balyasny since 2023


excerpt: Head of Insurance and Strategic Partnerships at PGIM, effective April 23, 2026. Reports to Keshav Rajagopalan, Head of Strategic Capital Group. Leads global insurance partnership efforts. Source: pgim.com


excerpt: Head of Surveyor Capital since 2021


excerpt: CIO for General Insurance North America at AIG. Manages one of industry's largest insurance portfolios. Source: insurancejournal.com


excerpt: Surveyor Capital is a subsidiary of Citadel LLC focused on equities strategy


excerpt: Global asset management business of Prudential Financial, Inc. Strategic Capital Group develops insurance-focused investment solutions. Source: pgim.com


excerpt: Business Development professional at Surveyor Capital (Citadel LLC)


excerpt: Asset management division of The Hartford Insurance Group. Manages $120B AUM across private markets, alternatives, fixed income and equities. Source: sec.gov


excerpt: Asset management platform affiliated with The Hartford. Offers private equity and alternatives products including Hartford Schroders Private Opportunities Fund. Source: hartfordfunds.com


excerpt: Investment management platform of MetLife managing $700B+ AUM in alternatives, private markets and multi-asset strategies for insurance portfolio. Source: investments.metlife.com


excerpt: Team within Voya IM focused on alternative investment manager selection for insurance clients. Long history of allocating to alternatives. Source: voya.com


excerpt: Insurance company allocator to alternative assets and private credit funds. Apollo/Athene model represents insurance-backed permanent capital source. Insurance companies like Prudential are limited partners in Apollo funds. Source: apolloglobal.com


excerpt: Insurance company allocator to KKR funds. KKR's insurance platform (Global Atlantic) and insurance-backed capital model attract insurance company LP commitments. Source: kkr.com


excerpt: Insurance company allocator to Blackstone alternatives. Blackstone's largest alternative asset manager position and insurance platform (Everlake) serve insurance LP base. Source: blackstone.com


excerpt: Insurance company limited partner to alternative asset managers. New York Life's $228B private markets allocation includes funds like Apollo. Source: newyorklife.com


excerpt: Insurance company allocator to alternative assets and private equity. KKR's insurance-backed model attracts insurance company commitments. Source: newyorklife.com


excerpt: Insurance company limited partner to Blackstone alternative asset funds. Part of $228B private markets allocation across alternatives. Source: newyorklife.com


excerpt: Insurance company allocator to alternative assets. MetLife's $700B+ platform includes allocations to private credit and hedge funds from managers like Apollo. Source: investments.metlife.com


excerpt: Insurance company allocator to KKR alternatives and private equity. Part of insurance company trend toward private markets. Source: investments.metlife.com


excerpt: Insurance company limited partner to Blackstone alternative asset funds. MetLife's alternatives allocation includes Blackstone products. Source: investments.metlife.com


excerpt: Insurance company allocator to alternatives. Hartford's $120B HIMCO portfolio includes allocations to hedge funds and private credit from managers like Apollo. Source: sec.gov


excerpt: Insurance company allocator to KKR alternative funds. Hartford's focus on private credit and infrastructure overlaps with KKR strategies. Source: sec.gov


excerpt: Insurance company limited partner to Blackstone. Hartford's alternatives allocation includes Blackstone-managed funds. Source: sec.gov


excerpt: Insurance company allocator to hedge funds and alternatives. AIG's general account includes allocations to alternative asset managers like Apollo. Source: insurancejournal.com


excerpt: Insurance company allocator to KKR alternatives. Brian Towers held senior roles at AIG before joining PGIM/Prudential, indicating insurance-to-alternatives flow. Source: ciodive.com


excerpt: Insurance company allocator to Blackstone alternatives. AIG General Insurance portfolio includes hedge fund and private market allocations. Source: insurancejournal.com


excerpt: Insurance company with $335B+ general account allocating to alternative asset managers including Apollo. Source: wallstreetcareers.com


excerpt: Insurance company allocator to KKR private equity and credit funds. Part of broader insurance company allocation to alternatives. Source: wallstreetcareers.com


excerpt: Insurance company limited partner to Blackstone. Northwestern Mutual's private asset allocation includes Blackstone funds. Source: wallstreetcareers.com


excerpt: Asset manager overseeing $5.5B in private equity commitments for insurance client base. Allocates to sector-specialist PE firms like Lightyear focusing on insurance industry. Source: altss.com


excerpt: Asset manager launching multi-manager alternative CITs June 2026 that include allocations to major alternative managers. Apollo is among well-known hedge fund managers included. Source: voya.com


excerpt: Asset manager offering multi-manager alternative CITs including allocations to major PE/hedge fund managers like KKR. Source: voya.com


excerpt: Asset manager allocating to Blackstone through multi-manager alternative CIT structures launched June 2026. Source: voya.com


excerpt: Prior role as Deputy CIO at AIG before joining New York Life in 2020. Experience managing alternatives at insurance company. Source: newyorklife.com


excerpt: Prior role as Managing Director at Goldman Sachs. Experience in insurance-focused investment strategy. Source: newyorklife.com


excerpt: Prior role as Managing Director at Blackstone responsible for building multi-asset credit platform. Experience in insurance-relevant credit strategies. Source: pgim.com


excerpt: Senior role at AIG before joining Blackstone. Experience in insurance company asset allocation and strategies. Source: pgim.com


entity_id: acadian-asset-management

excerpt: Acadian Asset Management quantitative equity hedge fund, Boston MA USA, Wikipedia list of hedge funds 2025


entity_id: adage-capital-management

excerpt: Adage Capital Management hedge fund, Boston MA USA, Wikipedia list of hedge funds 2025


entity_id: alphadyne-asset-management

excerpt: Alphadyne Asset Management global macro hedge fund $147B AUM, hedgelists.com 2026


entity_id: alphasimplex-group

excerpt: AlphaSimplex Group systematic/quant hedge fund, Cambridge MA USA, Wikipedia list of hedge funds 2025


entity_id: angelo-gordon

excerpt: Angelo Gordon credit and real estate hedge fund, New York NY USA, now part of TPG, Wikipedia list 2025


entity_id: appaloosa-management

excerpt: Appaloosa Management David Tepper distressed debt and equity hedge fund, New Jersey USA, Wikipedia list 2025


entity_id: david-tepper

excerpt: Founder of Appaloosa Management distressed debt and equity hedge fund, Wikipedia list of hedge funds 2025


entity_id: archegos-capital-management

excerpt: Archegos Capital Management family office/hedge fund, Bill Hwang founder, collapsed 2021, New York NY USA, Wikipedia list 2025


entity_id: bill-hwang

excerpt: Founder of Archegos Capital Management, collapsed 2021, Wikipedia list of hedge funds 2025


entity_id: atlantic-investment-management

excerpt: Atlantic Investment Management hedge fund, New York USA, Wikipedia list of hedge funds 2025


entity_id: aurelius-capital-management

excerpt: Aurelius Capital Management credit/distressed hedge fund, New York NY USA, Mark Brodsky founder, Wikipedia list 2025


entity_id: mark-brodsky

excerpt: Founder of Aurelius Capital Management credit/distressed hedge fund, prior Elliott Management, Wikipedia list 2025


entity_id: avenue-capital-group

excerpt: Avenue Capital Group distressed debt hedge fund, Marc Lasry founder, New York NY USA, Wikipedia list 2025


entity_id: marc-lasry

excerpt: Founder of Avenue Capital Group distressed debt hedge fund, Wikipedia list of hedge funds 2025


entity_id: baker-brothers-advisors

excerpt: Baker Brothers Advisors biotech/life sciences hedge fund, New York NY USA, Wikipedia list 2025


entity_id: beach-point-capital-management

excerpt: Beach Point Capital Management credit hedge fund, El Segundo CA USA, Wikipedia list 2025


entity_id: bracebridge-capital

excerpt: Bracebridge Capital fixed income hedge fund, Boston MA USA, Wikipedia list 2025


entity_id: canyon-capital-advisors

excerpt: Canyon Capital Advisors credit/distressed hedge fund, Los Angeles CA USA, Wikipedia list 2025


entity_id: discovery-capital-management

excerpt: Discovery Capital Management global macro hedge fund, South Norwalk CT USA, Wikipedia list 2025


entity_id: dragoneer-investment-group

excerpt: Dragoneer Investment Group growth equity hedge fund, San Francisco CA USA, Wikipedia list 2025


entity_id: ellington-management-group

excerpt: Ellington Management Group fixed income/structured products hedge fund, Old Greenwich CT USA, Wikipedia list 2025


entity_id: engineers-gate

excerpt: Engineers Gate quantitative hedge fund, New York NY USA, Wikipedia list 2025


entity_id: esl-investments

excerpt: ESL Investments activist hedge fund, Edward Lampert founder, Greenwich CT USA, Wikipedia list 2025


entity_id: edward-lampert

excerpt: Founder of ESL Investments activist hedge fund, Wikipedia list of hedge funds 2025


entity_id: farallon-capital

excerpt: Farallon Capital Management multi-strategy hedge fund, Tom Steyer co-founder, San Francisco CA USA, Wikipedia list 2025


entity_id: garda-capital-partners

excerpt: Garda Capital Partners global macro fixed income hedge fund $107B AUM, hedgelists 2026


entity_id: gcm-grosvenor

excerpt: GCM Grosvenor alternative investment management fund-of-funds, Chicago IL USA, Wikipedia list 2025


entity_id: glenview-capital-management

excerpt: Glenview Capital Management long/short equity hedge fund healthcare focus, Larry Robbins founder, New York NY USA, Wikipedia list 2025


entity_id: larry-robbins

excerpt: Founder of Glenview Capital Management long/short equity healthcare hedge fund, Wikipedia list 2025


entity_id: gramercy-funds-management

excerpt: Gramercy Funds Management emerging markets credit hedge fund, Greenwich CT USA, Wikipedia list 2025


entity_id: greenlight-capital

excerpt: Greenlight Capital long/short equity hedge fund, David Einhorn founder, New York NY USA, Wikipedia list 2025


entity_id: david-einhorn

excerpt: Founder of Greenlight Capital long/short equity hedge fund, Wikipedia list of hedge funds 2025


entity_id: harbinger-capital

excerpt: Harbinger Capital Partners distressed/activist hedge fund, Philip Falcone founder, New York NY USA, Wikipedia list 2025


entity_id: hbk-investments

excerpt: HBK Investments multi-strategy hedge fund, Dallas TX USA, Wikipedia list 2025


entity_id: highbridge-capital-management

excerpt: Highbridge Capital Management multi-strategy hedge fund, New York NY USA, JP Morgan owned, Wikipedia list 2025


entity_id: himalaya-capital

excerpt: Himalaya Capital Management long-term value hedge fund, Charlie Munger connection, Wikipedia list 2025


entity_id: hudson-bay-capital-management

excerpt: Hudson Bay Capital Management multi-strategy hedge fund, New York NY USA, Wikipedia list 2025


entity_id: jana-partners

excerpt: JANA Partners activist hedge fund, Barry Rosenstein founder, New York NY USA, Wikipedia list 2025


entity_id: barry-rosenstein

excerpt: Founder of JANA Partners activist hedge fund, Wikipedia list of hedge funds 2025


excerpt: K2 Advisors multi-strategy fund-of-funds, Stamford CT USA, Wikipedia list 2025


entity_id: lighthouse-investment-partners

excerpt: Lighthouse Investment Partners fund-of-funds, Palm Beach Gardens FL USA, Wikipedia list 2025


entity_id: marathon-asset-management

excerpt: Marathon Asset Management credit/distressed hedge fund, New York NY USA, Wikipedia list 2025