excerpt: Chief People Officer


display_note: Not displayed as primary-source evidence.

entity_type: edge

excerpt: Chief Strategy Officer

source_type: url


excerpt: Chief Compliance Officer


excerpt: Group Chief Business Development Officer


excerpt: Chief Executive Officer


excerpt: Chief Financial Officer


excerpt: Chief Operating Officer


excerpt: Group Head of Private Capital Services


excerpt: Group Head of Institutional Capital Services


excerpt: Group Director, Global AIFM Solutions


excerpt: Chief Executive Officer (effective July 1, 2026)


excerpt: Chair of the Board


excerpt: Group Head of AIFM Services


excerpt: Finance, Legal and Risk Functions


excerpt: Global Head of People Function


excerpt: Head of Strategy, Innovation and Transformation


excerpt: Founder and CEO


excerpt: Chief Risk Officer


excerpt: General Counsel


excerpt: Chief Commercial Officer


excerpt: Chief AI and Data Science Officer


excerpt: Chief Strategy Officer


excerpt: Chief Compliance Officer


excerpt: Chief Financial Officer


excerpt: Chief Business Officer


excerpt: Chief Human Resources Officer


excerpt: Regional Head, Latin America


excerpt: Regional Head, Asia Pacific (ANZ)


excerpt: Head of Apex Group Luxembourg


excerpt: Regional Head, United Kingdom


excerpt: Regional Head, USA/North America


excerpt: Regional Head, Asia


excerpt: Executive Chair of Apex Foundation and Apex Wealth


excerpt: CEO of Apex Fund Services S.A.


excerpt: Group Chief Executive Officer


excerpt: Executive Chairman


excerpt: Chief People Officer


excerpt: Group General Counsel & Secretary to the Board


excerpt: Global Head of Governance, Risk & Compliance


excerpt: Chief Information Officer


excerpt: Global Head of Pensions & Incentives


excerpt: Group CEO


excerpt: CEO of Investment Management


excerpt: Chief Executive Officer


excerpt: Chief Human Resources Officer


excerpt: Global Head of Relationship Management


excerpt: Chief Operating Officer & Global Head of Funds & Product


excerpt: CEO, Universal Investment Luxembourg


excerpt: Chief Commercial Officer


excerpt: Chief Strategy and Transformation Officer


excerpt: Executive leadership


excerpt: Head of Shariah Products


excerpt: Former Chief Commercial Officer and Group Head of Institutional Client Services


entity_id: sanne--acquired--apex-group

excerpt: Apex Group acquired Sanne on August 4, 2022


entity_id: encap-investments

entity_type: node

excerpt: Founded 1988, Dallas. 25 institutional funds raised, $47B+ capital commitments. Focus: oil and gas PE.


entity_id: david-b-miller

excerpt: EnCap Investments founder, energy PE veteran


entity_id: gary-r-petersen

excerpt: EnCap Investments founder, Houston based


entity_id: d-martin-phillips


entity_id: robert-l-zorich


entity_id: jason-m-delorenzo

excerpt: EnCap Investments, Houston based


entity_id: douglas-e-swanson-jr


entity_id: riverstone-holdings

excerpt: Founded 2000, New York. $40B+ capital raised. Focus: energy, power, infrastructure across capital structure.


entity_id: pierre-f-lapeyre-jr

excerpt: Riverstone Holdings, former Goldman Sachs Global Energy & Power Group partner, New York based


entity_id: david-m-leuschen

excerpt: Riverstone Holdings, joined Goldman Sachs 1977, became partner 1986, New York based


entity_id: baran-tekkora

excerpt: Riverstone Holdings, New York based


entity_id: douglas-mcleish

excerpt: Riverstone Holdings, London based


entity_id: arclight-capital-partners

excerpt: Founded 2001. Fund VIII close: $3.9B (2026). May 2026: acquired by DigitalBridge for up to $1.05B.


entity_id: daniel-r-revers

excerpt: ArcLight Capital, 30+ years energy finance & PE. Former MD at John Hancock Financial Services ($6B portfolio). Lafayette College BA, Dartmouth MBA.


entity_id: robb-e-turner

excerpt: ArcLight Capital Partners, founded 2001


entity_id: ngp-energy-capital

excerpt: Founded 1988, Irving TX. 34+ years energy sector, focus: upstream, midstream, renewables, energy tech. 400+ years collective industry experience.


entity_id: john-foster

excerpt: NGP Energy Capital


entity_id: philip-deutch

excerpt: NGP Energy Capital, founded NGP Energy Technology Partners 2005, former Social Capital & Perseus partner. Stanford Law JD, Amherst BA.


entity_id: sam-wilcox


entity_id: albin-zientek


entity_id: ken-hersh

excerpt: NGP Energy Capital, natural resources investment thesis


entity_id: chris-carter

excerpt: NGP Energy Capital. Joined 2004. McKinsey, Deutsche Bank Energy IB. Texas BA/MPA, Stanford MBA.


entity_id: david-colt

excerpt: NGP Energy Capital. Energy transition sourcing. Joined 2021. CPP Investments, ChargePoint background. Reed College Economics.


entity_id: craig-glick

excerpt: NGP Energy Capital since 2006. 37+ years legal/financial. Kosmos Energy, Hunt Resources, Vinson & Elkins.


entity_id: david-hayes

excerpt: NGP Energy Capital since 1998. Merrill Lynch Energy IB. Rice BA, Harvard MBA.


entity_id: sarah-james

excerpt: NGP Energy Capital. Joined 2025. CFO two NYSE SPACs. Caelus Energy, Riverstone. Duke BA, Stanford degrees.


entity_id: maritza-liaw

excerpt: NGP Energy Capital. Growth equity lead. Kleiner Perkins Green Growth, BCG. Dual Stanford degrees, Harvard MBA.


entity_id: greg-lyons

excerpt: NGP Energy Capital since 2014. Energy transition growth equity. Citi IB analyst. Yale BA.


entity_id: patrick-mcwilliams

excerpt: NGP Energy Capital since 2015. 22 years energy financing. JPMorgan MD. Louisiana State BS.


entity_id: sam-stoutner

excerpt: NGP Energy Capital since 2011. 10+ years sourcing/monitoring. Texas BBA/MPA, Stanford MBA.


entity_id: lime-rock-partners

excerpt: Founded 1998, Houston. Focuses on E&P, energy service, oil service technology. 28 person team (16 partners).


entity_id: jeffrey-scofield

excerpt: Lime Rock Partners. Elevated to President March 2026 in leadership transition.


entity_id: jonathan-farber

excerpt: Lime Rock Partners


entity_id: john-reynolds


entity_id: j-mclane


entity_id: old-ironsides-energy

excerpt: Founded 2013, formerly Liberty Energy Holdings. $1B+ investing platform. 20+ companies/asset joint ventures established.


entity_id: sean-o-neill

excerpt: Old Ironsides Energy


entity_id: daniel-rioux


entity_id: edward-joullian


entity_id: first-reserve-corporation

excerpt: Founded 1983 (oldest energy-dedicated PE). $34B+ capital raised, 750+ transactions. Focus: energy, utility, industrial.


entity_id: tortoise-capital

excerpt: SEC-registered advisor, $8.9B AUM. Focus: publicly traded energy & power infrastructure. Expanding to private assets via interval fund (H2 2026).


entity_id: tom-florence

excerpt: Tortoise Capital. 2026 CEO of the Year finalist (Wealth Management Industry Awards).


entity_id: cohen-steers

excerpt: Real Assets Fund invests in real estate, commodities, fuels, metals, livestock. U.S. registered advisor managing retirement plans, endowments, foundations.


excerpt: NYSE: KYN. March 31 2026 NAV: $2.8B ($16.28/share). Portfolio: 95% midstream, 4% power infrastructure. Monthly distributions $0.085/share.


entity_id: pine-brook-capital

excerpt: Founded 2006, New York. April 2026: 30-company portfolio.


entity_id: quantum-capital-group

excerpt: Referenced in context of NGP Energy Capital deal sourcing. Tran Ly VP at NGP (joined 2025, previously Quantum Capital Group).


entity_id: mora-energy-holdings

excerpt: Secured $250M+ equity commitments from NGP Energy Capital and Old Ironsides Energy.


entity_id: william-d-waldrip

excerpt: San Antonio based, part of EnCap ecosystem


entity_id: william-r-lemmons-jr


entity_id: dennis-f-jaggi

excerpt: Oklahoma City based, part of EnCap ecosystem


entity_id: jim-hughes

excerpt: EnCap Investments, Houston based


entity_id: tim-rebhorn


entity_id: shawn-cumberland


entity_id: tran-ly

excerpt: NGP Energy Capital since 2025. Energy transition sourcing. Quantum Capital Group, Greentech Capital Advisors. Sewanee BA.


entity_id: brandon-hurlbut

excerpt: NGP Energy Capital. 20+ years climate policy & finance. Former DOE Chief of Staff. Georgetown JD, Illinois BA.


entity_id: ward-polzin

excerpt: NGP Energy Capital. 35+ years energy industry. Camino Natural Resources Executive Chairman. Colorado Mines BS, Rice MBA, CFA.


entity_id: digitalbridge-group

excerpt: May 2026: Acquired ArcLight Capital Partners for up to $1.05B (base $650M + $400M contingent). Daniel Revers becomes Vice Chairman.


entity_id: athena-energy-partners

excerpt: January 2026: Lime Rock Partners closed equity commitment. Led by Stephen Goldfarb (ex-Ensign CFO). Eagle Ford Shale focus, South Texas.


entity_id: stephen-goldfarb

excerpt: Former CFO Ensign Natural Resources (sold to Marathon Oil Dec 2022)


excerpt: Co-Founder & Managing Partner since 1988


excerpt: Co-Founder since 1988


excerpt: Managing Partner


excerpt: Managing Partner, Energy Transition


excerpt: Co-Founder since 2000


excerpt: Co-Founder since 2000. Goldman Sachs Global Energy & Power Group head 1985, partner 1986.


excerpt: Partner


excerpt: Operating Partner


excerpt: Founder & Chairman since 2001. Post-May 2026 DigitalBridge acquisition: Vice Chairman.


excerpt: Co-Founder since 2001


excerpt: Vice Chairman post-ArcLight acquisition (May 2026)


excerpt: Co-Founder, Co-Head Energy Transition. Founded NGP Energy Technology Partners 2005.


excerpt: CEO


excerpt: Managing Partner since 2004


excerpt: Partner, Business Development since 2021


excerpt: Partner since 2006


excerpt: Partner since 1998


excerpt: Partner, Investor Relations since 2025. Previously Caelus Energy, Riverstone Holdings.


excerpt: Partner since 2021


excerpt: Partner since 2014


excerpt: Partner since 2015


excerpt: Partner, Co-Head Energy Transition since 2011


excerpt: Vice President since 2025. Previously Quantum Capital Group.


excerpt: Venture Partner. Former DOE Chief of Staff.


excerpt: Venture Partner, 35+ years energy industry


excerpt: President since March 2026


excerpt: Managing Director


excerpt: Co-Founder & Managing Partner since 2013


excerpt: CEO & Chairman


excerpt: Closed equity commitment January 2026


excerpt: Leader, Eagle Ford Shale development. Former Ensign CFO.


excerpt: $250M+ equity commitment


excerpt: $250M+ equity commitment (co-investor with NGP)


excerpt: NGP partner, previous role before NGP


entity_id: hipgnosis-songs-fund

excerpt: Blackstone acquisition for $1.6B (2024); rebranded as Recognition Music Group (March 2025)


entity_id: merck-mercuriadis

excerpt: Founded Hipgnosis; stepped down as chair after Blackstone acquisition


entity_id: blackstone

excerpt: $1.6B acquisition (April 2024); created Recognition Music Group combined entity


entity_id: concord-music-group

excerpt: Merger with BMG approved by US and German regulators (June 2026); expected close Q4 2026; valued at $14B combined entity


entity_id: bmg-rights-management

excerpt: Owned by Bertelsmann (67%); merging with Concord to create fourth major music company; combined entity valued $14-15B


entity_id: bertelsmann-se

excerpt: 67% owner of combined BMG-Concord entity; €15B combined valuation; global HQ Nashville, TN


entity_id: great-mountain-partners

excerpt: Will receive $1.16B one-time cash payment in BMG-Concord merger; 33% stake in combined company


entity_id: primary-wave-music

excerpt: $7B acquisition of Kobalt announced March 2026; expected close Q3 2026; represents 100,000+ songs


entity_id: larry-mestel

excerpt: Founded Primary Wave 2006; pioneered catalog stewardship model; 2026 City of Hope Spirit of Life Award honoree; manages Prince, Bob Marley, Whitney Houston estates


entity_id: kobalt-music-group

excerpt: Being acquired by Primary Wave for $7B (announced March 2026, expected close Q3 2026); founded by Willard Ahdritz


entity_id: willard-ahdritz

excerpt: Stepping down as Chairman upon Primary Wave acquisition close; led Kobalt's growth to major independent player


entity_id: laurent-hubert

excerpt: Continued leadership of Kobalt during Primary Wave acquisition process


entity_id: iconic-artists-group

excerpt: Founded by Irving Azoff; acquired catalogs from The Beach Boys, Linda Ronstadt, David Crosby


entity_id: irving-azoff

excerpt: Past City of Hope Spirit of Life Award recipient; manages major artist catalogs and legacy artists


entity_id: harbourview-equity-partners

excerpt: 2021 founding; $500M debt financing from KKR (2026); $1.45B regulatory AUM; 70+ music catalogs; 2 media production companies


entity_id: sherrese-clarke-soares

excerpt: 2-time founder; 20+ years in finance/PE; previously founded Tempo Music; led HarbourView partnerships with Westbrook Studios, Flavor Unit, Jesse Collins Entertainment


entity_id: rell-lafargue

excerpt: Leads operations alongside Golnar Khosrowshahi; featured on Billboard 2026 Power List


entity_id: reservoir-media

excerpt: 150,000 copyrights; 36,000 master recordings; offices in 8 cities globally; public company; acquired Miles Davis publishing Sept 2025


entity_id: golnar-khosrowshahi

excerpt: Founded 2007; named to Spin's 26 Most Influential in Music 2026; Billboard 2026 Power List; expanded to global music services platform


entity_id: round-hill-music

excerpt: Owned by Concord; acquired Rident Royalties (2023); publicly traded royalty fund model


entity_id: macro

excerpt: Owned by HarbourView Equity Partners; hip hop and Black culture content focus


entity_id: mucho-mas-media

excerpt: Owned by HarbourView Equity Partners; entertainment and cultural content focus


entity_id: arctos-partners

excerpt: Founded 2019; KKR acquisition January 2026 for $1B; now KKR Solutions sports unit; manages Golden State Warriors, Los Angeles Dodgers, Buffalo Bills equity


entity_id: ian-charles

excerpt: Co-founder 2019; remained as leader after KKR acquisition; oversees sports team portfolio


entity_id: david-o-connor

excerpt: Co-founder 2019; directs firm strategy and governance; oversees Sports strategy


entity_id: joseph-nasr

excerpt: Senior leadership in operations and capital management


entity_id: kkr-co

excerpt: January 2026 acquisition of Arctos for $1B; created KKR Solutions sports unit; also provided $500M debt to HarbourView Equity


entity_id: redbird-capital-partners

excerpt: Founded 2014; owns AC Milan (€1.2B), Fenway Sports Group, United Football League stakes


entity_id: gerry-cardinale

excerpt: Founded 2014; $2B Skydance-Paramount investment (2025); engineered Paramount-Warner Bros Discovery $110B acquisition (2026)


entity_id: fenway-sports-group

excerpt: Owned by RedBird Capital; includes Boston Red Sox, Liverpool FC, PGA Golf, New England Sports Network


entity_id: apollo-sports-capital

excerpt: Launched 2026; invests in franchises, leagues, venues, media, events; completed Atlético de Madrid majority stake March 2026


entity_id: jim-miller

excerpt: Oversees Ares sports investments and strategy; coordinates with Apollo Sports Capital


excerpt: $769M+ capital raised as of May 2026; continuous private offering; coordinated with Apollo Sports Capital


entity_id: apollo-global-management

excerpt: Launched Apollo Sports Capital unit 2026; major credit and hybrid opportunities focus in sports


entity_id: atl-tico-de-madrid

excerpt: Completed Apollo majority stake March 2026; €100M additional equity approved for infrastructure and team investment


entity_id: westbrook-studios

excerpt: Partner with HarbourView Equity and Flavor Unit on hip hop biopic slate including Queen Latifah project


entity_id: flavor-unit

excerpt: Partner with HarbourView Equity and Westbrook Studios on hip hop biopic content


entity_id: jesse-collins-entertainment

excerpt: Partner with HarbourView and Westbrook on hip hop biopic slate


entity_id: bob-valentine

excerpt: Named CEO of merged BMG-Concord company (2026); expected close Q4 2026


entity_id: francisco-partners

excerpt: Sold Kobalt to Primary Wave; facilitated $7B exit transaction


entity_id: tempo-music

excerpt: Founded by Sherrese Clarke Soares; sold/transitioned before HarbourView Equity founding


entity_id: skydance-media

excerpt: Acquired by Paramount with $2B RedBird Capital investment (August 2025)


entity_id: paramount-global

excerpt: Acquired by Warner Bros Discovery in $110B deal (2026) engineered by Gerry Cardinale/RedBird


entity_id: warner-bros-discovery

excerpt: $110B acquisition of Paramount (2026); coordinated by Gerry Cardinale and RedBird Capital


entity_id: united-football-league

excerpt: Owned by RedBird Capital partnership with Dwayne Johnson, Fox, ESPN, Mike Repole


entity_id: dwayne-johnson

excerpt: Partner with RedBird Capital, Fox, ESPN, Mike Repole in UFL ownership


entity_id: mike-repole

excerpt: Partner with Dwayne Johnson, RedBird Capital, Fox, ESPN in UFL investment


entity_id: ac-milan

excerpt: Acquired by RedBird Capital for €1.2B (2022); European flagship sports asset


entity_id: city-of-hope

excerpt: 2026 Spirit of Life Award for Larry Mestel; platform for music industry leadership recognition


entity_id: evan-lamberg

excerpt: Industry leader in music publishing governance


entity_id: universal-music-publishing-group

excerpt: Part of Universal Music Group; Evan Lamberg leads North American publishing


entity_id: alissa-pollack

excerpt: Cross-platform music marketing and distribution leader


entity_id: iheartmedia

excerpt: Alissa Pollack leads global music marketing; major music distribution channel


entity_id: golden-state-warriors

excerpt: Minority equity stake owned by Arctos Partners (via KKR Solutions)


entity_id: los-angeles-dodgers


entity_id: buffalo-bills


entity_id: liverpool-fc

excerpt: Owned by Fenway Sports Group, which is owned by RedBird Capital


entity_id: boston-red-sox


entity_id: pga-golf


entity_id: new-england-sports-network


excerpt: Founded Hipgnosis; chaired until Blackstone acquisition


excerpt: $1.6B acquisition April 2024; created Recognition Music Group combined entity


excerpt: Founded Primary Wave 2006; remains CEO


excerpt: $7B acquisition announced March 2026; expected close Q3 2026


excerpt: Founded Kobalt; stepping down as Chairman upon Primary Wave acquisition


excerpt: CEO of Kobalt during Primary Wave acquisition process


excerpt: Exited Kobalt ownership through Primary Wave $7B sale


excerpt: Founded Iconic Artists Group to acquire music catalogs


excerpt: Founded HarbourView 2021; serves as CEO


excerpt: Previous venture before HarbourView


excerpt: Media production company portfolio company


excerpt: Partnership on hip hop biopic slate with Flavor Unit and Jesse Collins


excerpt: Partnership on hip hop biopic slate


excerpt: $500M debt financing to HarbourView (2026)


excerpt: Founded Reservoir 2007; continues as CEO


excerpt: President and COO; co-leads alongside Khosrowshahi


excerpt: Concord owns Round Hill Music; 150,000-song catalog for $468.8M


excerpt: Merger approved Q2 2026; expected close Q4 2026


excerpt: 100% owner of BMG pre-merger; 67% owner of combined entity post-merger


excerpt: Long-time investor; 33% stake in combined BMG-Concord entity post-merger


excerpt: Named CEO of combined BMG-Concord entity (2026)


entity_id: ian-charles--founded--arctos-partners

excerpt: Co-founder 2019; remained CEO after KKR acquisition


excerpt: Co-founder 2019; remained Managing Partner after KKR acquisition


excerpt: President and COO


entity_id: kkr-co--acquired--arctos-partners

excerpt: $1B acquisition January 2026; created KKR Solutions sports unit


excerpt: Via Arctos Partners portfolio (KKR Solutions)


excerpt: Founded RedBird 2014; serves as Managing Partner and CIO


excerpt: €1.2B acquisition 2022; European flagship sports asset


excerpt: Owns multiple sports franchises through Fenway


excerpt: Major League Baseball franchise


entity_id: fenway-sports-group--owns--liverpool-fc

excerpt: Premier League soccer club


entity_id: fenway-sports-group--owns--pga-golf

excerpt: Professional golf operations


excerpt: Regional sports broadcast network


excerpt: Partnership with Dwayne Johnson, Fox, ESPN, Mike Repole


excerpt: Partner with RedBird, Fox, ESPN, Mike Repole


excerpt: Partner with Dwayne Johnson, RedBird, Fox, ESPN


excerpt: Co-Head of Ares Sports, Media and Entertainment strategy


excerpt: Launched Apollo Sports Capital unit 2026


excerpt: Completed majority stake acquisition March 2026


excerpt: President, North America division


excerpt: Chair, Music, Film & Entertainment Industry board


excerpt: EVP Global Music Marketing


excerpt: President, Music, Film & Entertainment Industry board


entity_id: larry-mestel--honored--city-of-hope

excerpt: 2026 Spirit of Life Award recipient


excerpt: Past Spirit of Life Award recipient


excerpt: $2B RedBird Capital investment in Paramount-Skydance merger (August 2025)


excerpt: Engineered Paramount's $110B acquisition of Warner Bros Discovery (2026)


excerpt: $110B acquisition (2026)


entity_id: burford-capital

excerpt: Founded 2009, $6.8B in commitments, commercial litigation and arbitration funding


entity_id: christopher-bogart

excerpt: Co-founder and CEO of Burford Capital, 2026 salary $1.9M + 3.75% carry


entity_id: jonathan-molot

excerpt: Co-founder and CIO of Burford Capital, 2026 salary $1.9M + 3.75% carry


entity_id: fortress-investment-group

excerpt: Mubadala-backed, $6.6B legal assets + $2.9B IP, mass tort and patent litigation focus


entity_id: joseph-dunn

excerpt: Fortress Investment Group, recognized 2026 Lawdragon 100, formerly Boies Schiller securities litigator


entity_id: omni-bridgeway

excerpt: Merger of IMF Bentham and Omni Bridgeway (2019-2020), global litigation funder


entity_id: andrew-saker

excerpt: Omni Bridgeway leadership, joined 2015


entity_id: therium-capital

excerpt: Global association member with Omni Bridgeway and other funders


entity_id: longford-capital-management

excerpt: $1B+ AUM, leading US litigation finance provider, first funders in the market


entity_id: william-farrell

excerpt: Longford Capital Management LP


entity_id: bench-walk-advisors

excerpt: Founded 2017, $300M+ committed across 100+ cases, global commercial litigation


entity_id: stuart-grant

excerpt: Bench Walk Advisors, formerly Grant & Ellsworth co-founder, lead counsel in 6 of 7 largest Delaware settlements


entity_id: validity-finance

excerpt: Risk assessment and litigation finance provider


entity_id: augusta-ventures

excerpt: London-based, founded 2013, £585m+ deployed, offices in London, Sydney, Toronto


entity_id: litigation-capital-management-lcm

excerpt: Australia-based AIM-listed, UK operations since 2018, tier-2 UK provider


entity_id: westfleet-advisors

excerpt: Founded 2013, leading US litigation finance advisor, market transparency and efficiency


entity_id: pravati-capital

excerpt: Scottsdale-based, founded 2003 (pioneered modern litigation finance), $700M+ deployed, 8,000+ transactions


entity_id: alexander-chucri

excerpt: Pravati Capital, pioneered litigation finance model in 2003


entity_id: curiam-capital

excerpt: Founded 2018, $100M+ initial funding, high-value complex litigation focus


entity_id: owen-cyrulnik

excerpt: Curiam Capital, formerly Grais & Ellsworth partner, Cravath litigation experience


entity_id: j-ross-wallin

excerpt: Curiam Capital, formerly Grais & Ellsworth partner, Gibson Dunn & Crutcher experience


entity_id: molly-pease

excerpt: Curiam Capital, SEC compliance and investment monitoring


entity_id: parabellum-capital

excerpt: Founded 2012, $754M+ recent fund raise, commercial and IP litigation focus


entity_id: howard-shams

excerpt: Parabellum Capital, formerly 15 years Credit Suisse, started Legal Risk Strategies & Finance business


entity_id: aaron-katz

excerpt: Parabellum Capital, formerly Davis Polk, DLA Piper, DOJ litigator


entity_id: david-icikson

excerpt: Parabellum Capital


entity_id: woodsford-litigation-funding

excerpt: UK-based global funder, offices in UK, USA, Australia, Band 1 Legal 500 2026


entity_id: steven-friel

excerpt: Woodsford, formerly Brown Rudnick, DAC Beachcroft, Debevoise & Plimpton partner


entity_id: charlie-morris

excerpt: Woodsford, senior lawyer with international litigation experience


entity_id: jonathan-barnes

excerpt: Woodsford Litigation Funding


entity_id: arcadia-finance

excerpt: Founded June 2024, $400M+ committed, underwritten 80+ transactions


entity_id: ronit-cohen

excerpt: Arcadia Finance, formerly Bentham IMF/Omni Bridgeway, Validity Finance head of risk monitoring


entity_id: david-kerstein

excerpt: Arcadia Finance


entity_id: joshua-libling


entity_id: william-marra

excerpt: Certum Group, SCOTUS clerk, UPenn Law lecturer, 2026 Lawdragon honoree, formerly Validity Finance


entity_id: certum-group

excerpt: Combining litigation finance with insurance risk-transfer solutions


entity_id: lexshares

excerpt: Founded 2014, Boston and NYC offices, commercial litigation focus


entity_id: lake-whillans

excerpt: Third-party litigation funder, global operations


entity_id: balance-legal-capital

excerpt: Global litigation finance provider


entity_id: court-house-capital

excerpt: Litigation funding provider


entity_id: delta-capital-partners


entity_id: exton-advisors


entity_id: flashlight-capital


entity_id: gerchen-capital-partners


entity_id: gls-capital


entity_id: harbour


entity_id: ignite-specialty-risk


entity_id: lex-ferenda-litigation-funding


entity_id: nivalion


entity_id: pine-valley-capital-partners


entity_id: the-litigation-fund


entity_id: lauren-bernstein

excerpt: Curiam Capital


entity_id: eric-groberg


entity_id: anup-misra

excerpt: Curiam Capital, IP litigation underwriting specialist


entity_id: moshe-schwartz


entity_id: angela-ni


entity_id: sean-thompson


entity_id: tamara-conway


entity_id: yvonne-lee


entity_id: will-weisman


entity_id: mubadala-investment-co

excerpt: Abu Dhabi-based, acquired majority stake in Fortress Investment Group in 2024


entity_id: ipvalue-management-group

excerpt: Acquired by Fortress Investment Group in May 2026


excerpt: Co-founder and CEO since 2009


excerpt: Co-founder and CIO since 2009


excerpt: Managing Director, Global Co-head Legal Assets since 2016


excerpt: CEO and Managing Director, joined 2015


excerpt: Co-Founder, Managing Director, General Counsel


excerpt: Co-founder and Managing Director since 2017


excerpt: Founder and CEO, pioneered modern litigation finance in 2003


entity_id: owen-cyrulnik--founded--curiam-capital

excerpt: Co-founder and Managing Principal, launched 2018


entity_id: j-ross-wallin--founded--curiam-capital


excerpt: Managing Director, Chief Compliance Officer


excerpt: Director, IP litigation specialist


excerpt: Managing Director, Corporate Counsel


excerpt: Director of Finance


excerpt: CEO and Co-founder since 2012


entity_id: aaron-katz--founded--parabellum-capital

excerpt: CIO and Co-founder since 2012


excerpt: Chief Operating Officer, Head of Investor Relations


excerpt: Portfolio Manager


excerpt: Managing Director, Risk Management, Corporate Counsel


excerpt: Managing Director, IP Investments, General Counsel


excerpt: Chief Compliance Officer, Deputy General Counsel


excerpt: Director, IP Investments, Corporate Counsel


excerpt: Director, Commercial Litigation, Corporate Counsel


excerpt: Chief Executive Officer


excerpt: Chief Investment Officer, EMEA & APAC


excerpt: Leadership team member


entity_id: ronit-cohen--founded--arcadia-finance

excerpt: Founder and Managing Director since June 2024


excerpt: Co-founder


excerpt: Director, leads litigation finance strategy since 2023


excerpt: Head of Risk Monitoring


excerpt: Executive and litigation finance leader


excerpt: Acquired majority stake in 2024


excerpt: Acquisition completed May 2026


excerpt: Strategic partnership announced February 2026 for alternative investment access


excerpt: 15 years Managing Director, founded Legal Risk Strategies & Finance business


excerpt: Co-founded Legal Risk Strategies & Finance business before Parabellum


excerpt: Litigation practice experience


excerpt: Litigation experience


excerpt: Partner before joining Woodsford


entity_id: nephila-capital

excerpt: Bermuda-based, founded November 1997 by Frank Majors and Greg Hagood, acquired by Markel Corporation in 2018. $7.7B AUM as of Jan 1, 2026. Specializes in catastrophe bonds, collateralized cat reinsurance, climate/weather risk.


entity_id: frank-majors

excerpt: Co-founder of Nephila Capital (November 1997)


entity_id: greg-hagood

excerpt: Co-founder of Nephila Capital (November 1997), continues to lead operations. CEO Gayner noted he drives growth strategy with Frank Majors and Jess Laird.


entity_id: jessica-laird

excerpt: CEO of Nephila Capital as of 2026. Leads innovation strategy for investor partnerships.


entity_id: schroders-capital

excerpt: Major global asset manager with significant ILS focus. Integrated tokenization capability into ILS platform with Hannover Re. Manages public and private ILS across multiple strategies.


entity_id: stephan-ruoff

excerpt: Joined Schroders Group in 2019. Based in Zurich. Previously CEO of Tokio Millennium Re (2015). 27+ years industry experience. Leads ILS strategy and private debt alternatives.


entity_id: pillar-capital-management

excerpt: Bermuda-based, founded June 2008. $4.3B AUM (June 2025). Specializes in indemnity-based reinsurance on collateralized basis (70%+ commitment). Multi-strategy platform: quota shares, retrocession, cat bonds, ILWs.


entity_id: velotti

excerpt: CEO and Chief Investment Officer of Pillar Capital Management. Responsible for fund investment strategy since inception.


entity_id: tangency-capital

excerpt: London-based, founded May 2018. $3.6B AUM as of Jan 2026. 13-person team. Targets broadly diversified reinsurance risk portfolio at attractive risk-adjusted returns.


entity_id: michael-jedraszak

excerpt: Co-founder of Tangency Capital (May 2018). CIO and leading strategist. Cautious on rate adequacy for 2026 but forecasts steady capital inflow to ILS sector.


entity_id: dominik-hagedorn

excerpt: Co-founder of Tangency Capital (May 2018). Part of founding leadership trio.


entity_id: kai-morgenstern


entity_id: renaissancere-capital-partners

excerpt: Third-party capital platform of RenaissanceRe. 30+ dedicated staff. $8.46B AUM (March 31, 2026). Manages 6 strategies across 7 vehicles including DaVinci, Medici, Upsilon, Vermeer, Fontana.


entity_id: davinci-reinsurance

excerpt: Managed by RenaissanceRe Capital Partners. $4.65B AUM. A/A+/A3 ratings. Property cat focus. Stands out for growth in RenaissanceRe's third-party capital portfolio.


entity_id: stone-ridge-asset-management

excerpt: New York-based, founded 2012. $10B+ in registered funds/private strategies as of March 2026. $28.7B discretionary, $7.7B non-discretionary total AUM. Manages High Yield Reinsurance Risk Premium Fund ($4.5B), Interval Fund ($1.5B), Diversified Alternatives, Longtail Re.


entity_id: aeolus-capital-management

excerpt: Bermuda-based. One of world's largest natural catastrophe risk managers. $4B+ ILS AUM. 15+ years in industry. Launched first cat bond fund in 2024. Multi-strategy approach: cat bonds, sidecars, quota shares.


entity_id: andrew-bernstein

excerpt: Promoted to CEO from Managing Partner/Co-Head Portfolio Management. Now oversees portfolio management strategy at Aeolus.


entity_id: chris-grasso

excerpt: Co-chairs Aeolus alongside Trevor Jones. Oversees portfolio management with Andrew Bernstein.


entity_id: trevor-jones

excerpt: Co-chairs Aeolus Capital Management with Chris Grasso.


entity_id: frank-fischer

excerpt: With Aeolus since 2006. Partner and Chief Analytics Officer. Elected to Board of Directors.


entity_id: henry-kingham

excerpt: Made partner at Aeolus Capital Management in 2026 recognition of contributions.


entity_id: daina-casling


entity_id: mt-logan-capital-management

excerpt: Bermuda-based, launched July 18, 2024. $2.6B AUM (April 2026). Licensed as insurance manager by BMA. Multi-vehicle platform for proportional underwriting and risk-sharing capacity.


entity_id: john-modin

excerpt: CEO of Mt. Logan Capital Management. Leads third-party capital growth for Everest Re.


entity_id: youssef-sfaif

excerpt: President and COO of Mt. Logan Capital Management. Oversees operational strategy.


entity_id: solidum-partners

excerpt: Zurich-based, founded September 2004. FINMA-authorized. $260M AUM (June 2025). Manages Solidum Cat Bond Fund (since 2009) and Event Linked Securities Fund. Low volatility, UCITS-regulated approach.


entity_id: tokio-millennium-re

excerpt: Parent company of Tokio Solution Management. Provides collateralized reinsurance and ILS facilitation services. Stephan Ruoff was Group CEO 2015-2019.


entity_id: tokio-solution-management

excerpt: Arm of Tokio Millennium Re. Full-service facilitator for cat bonds, private ILS, collateralized reinsurance. Serves issuers, sponsors, investors in convergence market.


entity_id: alphacat-managers

excerpt: Now part of AIG Re (consolidated 2026). Manages Soteria Fund investing in private contracts in run-off. Decreasing management fees due to continued collateral release.


entity_id: christopher-schaper

excerpt: Hired to lead AIG Re consolidated entity in 2026, including ILS fund operations of AlphaCat Managers.


entity_id: aig-re

excerpt: American International Group consolidated assumed reinsurance operations into AIG Re in 2026. Includes AlphaCat Managers ILS fund operations.


entity_id: hannover-re

excerpt: Partnered with Schroders Capital to integrate tokenization capability into ILS platform. Innovation with potential to reshape ~$130B ILS market.


entity_id: markel-corporation

excerpt: Acquired Nephila Capital 100% equity in November 2018. Nephila contributes significantly to Markel's alternative investment revenue ($159.2M in 2025, up 68%).


entity_id: everest-re

excerpt: Launched Mt. Logan Capital Management on July 18, 2024 as exclusive third-party capital platform. Increasingly important to Everest's capital model.


entity_id: aquiline-capital-partners

excerpt: Portfolio company relationship with Pillar Capital Management. Provides private investment specialist capabilities.


excerpt: Co-founder of Nephila Capital (November 1997)


excerpt: Co-founder and continues to drive strategy at Nephila Capital


excerpt: CEO of Nephila Capital as of 2026


excerpt: Markel acquired 100% of Nephila Holdings Ltd. in November 2018


excerpt: Co-Head Private Debt & Credit Alternatives, Chairman ILS at Schroders Capital (joined 2019)


excerpt: Group CEO of Tokio Millennium Re 2015-2019


excerpt: Joint integration of tokenization capability into ILS platform


excerpt: CEO/CIO of Pillar Capital Management


excerpt: Portfolio company relationship


excerpt: Co-founder and CIO of Tangency Capital (May 2018)


excerpt: Co-founder of Tangency Capital (May 2018)


excerpt: RenaissanceRe Capital Partners manages DaVinci as part of third-party capital platform ($4.65B AUM)


excerpt: CEO and Head of Portfolio Management at Aeolus Capital Management


excerpt: Managing Partner, Co-Head Portfolio Management, Co-Chairman of Aeolus


excerpt: Managing Partner, Co-Chairman of Aeolus Capital Management


excerpt: Partner, Chief Analytics Officer, Board member at Aeolus (since 2006)


excerpt: Partner at Aeolus Capital Management


excerpt: CEO of Mt. Logan Capital Management


excerpt: President and COO of Mt. Logan Capital Management


excerpt: Mt. Logan launched July 18, 2024 as Everest Re's exclusive third-party capital platform


excerpt: Tokio Solution Management is the ILS/collateralized reinsurance arm of Tokio Millennium Re


excerpt: Hired to lead consolidated AIG Re entity in 2026


excerpt: AlphaCat Managers ILS fund operations consolidated into AIG Re in 2026


entity_id: goldman-sachs

excerpt: Global equities trading and securities division


entity_id: jpmorgan-chase

excerpt: Global equity strategist and market research platform


entity_id: morgan-stanley

excerpt: Strategic equity and equities division


entity_id: citigroup-global-markets

excerpt: Equity derivatives trading and structuring


entity_id: bank-of-america

excerpt: Equities and equity derivatives business


entity_id: bnp-paribas

excerpt: Award-winning structured products and equity derivatives franchise


entity_id: soci-t-g-n-rale

excerpt: Structured products and Lyxor asset management (sold to Amundi 2021)


entity_id: lyxor-asset-management

excerpt: Exchange-traded products and asset management, acquired by Amundi from Société Générale in 2021


entity_id: ubs

excerpt: Global leader in equity derivatives, structured products, and QIS


entity_id: deutsche-bank

excerpt: Tier one issuer in global retail structured products and equity derivatives


entity_id: barclays-investment-bank

excerpt: Equities exotics and hybrids structuring specialist


entity_id: nomura-holdings

excerpt: Structured derivatives and asset management, acquired Macquarie's ETF business


entity_id: macquarie-group

excerpt: Exchange-traded asset management business acquired by Nomura in 2025


entity_id: amundi

excerpt: Acquired Lyxor Asset Management from Société Générale in 2021


entity_id: rbc-capital-markets

excerpt: Equity derivatives structuring specialist


entity_id: brian-levine


entity_id: ashok-varadhan

excerpt: Leadership team member in equities and securities


entity_id: martin-chavez

excerpt: Former CFO and CIO, equities and securities leadership


entity_id: jim-esposito

excerpt: Equities and securities leadership


entity_id: dubravko-lakos-bujas

excerpt: Succeeded Marko Kolanovic as Chief Market Strategist following equity strategy team restructuring


entity_id: marko-kolanovic

excerpt: Global market strategist role


entity_id: hussein-malik

excerpt: Advanced to sole head of global research following Kolanovic's departure


entity_id: azad-mahavar


entity_id: fatos-akbay

excerpt: EMEA structuring leadership


entity_id: nicolas-georges

excerpt: Americas distribution leadership


entity_id: frederic-schiltz

excerpt: EMEA product structuring


entity_id: timothy-parker

excerpt: Asia-Pacific equity derivatives leadership


entity_id: julien-bieren

excerpt: Global equity derivatives structuring leadership


entity_id: spyros-mesomeris

excerpt: Overall structuring leadership across asset classes


entity_id: adrian-bracher

excerpt: Fixed income structuring leadership


entity_id: giulio-alfinito

excerpt: Quantitative Investment Solutions structuring


entity_id: fabien-falipou

excerpt: Asia-Pacific regional risk and trading leadership


entity_id: romain-barba

excerpt: Asia-Pacific structuring for wealth management and private banking


entity_id: lin-qian

excerpt: QIS strategy development in Asia-Pacific


entity_id: winni-cheuk

excerpt: Listed derivatives and warrants sales in APAC


entity_id: vassili-reperant

excerpt: Platform development for derivatives products


entity_id: david-haldane


entity_id: quentin-andre

excerpt: Global derivatives sales leadership


entity_id: fater-belbachir

excerpt: Leading expansion of flow revenue and products business


entity_id: alexandre-isaaz

excerpt: Complex payoff structuring and regulatory strategy


entity_id: guillaume-flamarion

excerpt: Exotics desk and variance swap strategy development


entity_id: mark-chen


entity_id: david-silber

excerpt: Equity derivatives co-leadership Americas


entity_id: brad-kurtzman

excerpt: Regional equities leadership overseeing derivatives co-heads


entity_id: khalid-aboulfouioud


entity_id: arnaud-heckenroth

excerpt: Global exotics and hybrids structuring leadership


entity_id: christian-treuer

excerpt: Asia-Pacific equities distribution


entity_id: selim-piot

excerpt: Asia-Pacific private banking equity derivatives distribution


entity_id: thomas-bord

excerpt: Asia-Pacific exotics structuring leadership


entity_id: shuichi-akito

excerpt: Led Dynamic Volcast platform development


excerpt: Current leadership


excerpt: Successor to Marko Kolanovic, 2024


excerpt: Advanced from co-head following Kolanovic departure, 2024


excerpt: Risk.net Award winner 2025


excerpt: EMEA structuring leadership


excerpt: Americas distribution


excerpt: EMEA products


excerpt: APAC equity derivatives


excerpt: Global equity derivatives structuring


excerpt: Overall structuring leadership


excerpt: Fixed income structuring


excerpt: Quantitative Investment Solutions


excerpt: APAC regional leadership


excerpt: APAC structuring


excerpt: QIS strategy APAC


excerpt: Listed derivatives sales


excerpt: Platform development


excerpt: Global derivatives sales


excerpt: Equity trading leadership


excerpt: Payoff structuring


excerpt: Multi-asset exotics


excerpt: Equity derivatives co-leadership


excerpt: Regional equities leadership


excerpt: Barclays organizational structure


excerpt: Global exotics and hybrids leadership


excerpt: APAC distribution


excerpt: Private banking distribution


excerpt: APAC exotics structuring


excerpt: APAC solutions and innovation


excerpt: Previous role before joining Deutsche Bank


excerpt: Lyxor was SocGen subsidiary


excerpt: Amundi acquisition completed in 2021


excerpt: Nomura acquisition of Macquarie ETF business


entity_id: previ

excerpt: Brazil's largest private pension fund managing $46 billion in assets for Banco do Brasil employees


entity_id: marcio-antonio-chiumento

excerpt: Appointed Previ CEO in May 2026; also serves on Vale's Board of Directors (appointed February 2026); over 20 years financial sector experience


entity_id: petros

excerpt: Petrobras Social Security Foundation; Brazil's second-largest pension fund with approximately $23.1 billion in assets


entity_id: funcef

excerpt: Fundação dos Economiários Federais; pension fund for Caixa Economica Federal employees managing approximately $25 billion in assets


entity_id: bndes

excerpt: Brazilian Development Bank; state-run institution aiming to double in size by 2026 to return to 2% of GDP disbursements; invests in AI, biotechnology, and critical minerals


entity_id: aloizio-mercadante

excerpt: President of BNDES since 2022; economist from University of São Paulo (1976); leading development bank expansion and climate investment initiatives


entity_id: afp-habitat

excerpt: Chile's largest AFP managing 26.8% of total system assets ($46+ billion); oversees 1.81 million affiliates


entity_id: max-sichel

excerpt: Appointed CEO of AFP Habitat January 2026; 30+ years career including McKinsey SVP, Copesa CEO, Autofin Chile CEO; currently at Banco Internacional before appointment


entity_id: afp-cuprum

excerpt: Major Chilean AFP with 590,800 affiliates (4.8% of system); ranked #6 by affiliate count


entity_id: afp-capital

excerpt: Chilean AFP with 1.41 million affiliates (11.6% of system); ranked #5 by affiliate count


entity_id: superintendencia-de-pensiones-chile

excerpt: Chile's pension system regulator and supervisor


entity_id: osvaldo-mac-as-mu-oz

excerpt: Superintendent of Pensions Chile since 2016; reappointed for fourth consecutive period (2025-2028); commercial engineer, expert in pension regulation and supervision


entity_id: profuturo

excerpt: Mexico's largest AFORE by assets under management (1.60 billion pesos); managing 28% of total AFORE market


entity_id: arturo-garc-a-rodr-guez

excerpt: Director General of Profuturo Mexico for 11 years; led growth to become largest AFORE in Mexico by 2025; focused on financial inclusion and demographic opportunities


entity_id: antonio-sibaja

excerpt: Chief Investment Officer of Profuturo Mexico; leads investment group strategy


entity_id: xxi-banorte-afore

excerpt: Mexico's second-largest AFORE with 1.58 billion pesos AUM; profited 3.2 billion pesos in 2025, leading all Mexican AFOREs


entity_id: david-raz-aznar

excerpt: Director General of Afore XXI Banorte since January 2024; extensive background in public finance and social security


entity_id: afore-sura

excerpt: Mexico's third-largest AFORE; part of Grupo Sura's regional pension operations


entity_id: carlos-mauricio-lopez

excerpt: Leadership position at AFORE Sura Mexico; relocated from Sura Asset Management Colombia where he was investment director


entity_id: consar

excerpt: Mexico's National Commission for the Retirement Savings System; regulates AFOREs


entity_id: porvenir

excerpt: Colombia's largest pension fund administrator managing 47% of mandatory pension system assets; largest by affiliate count


entity_id: miguel-largacha-mart-nez

excerpt: President of Porvenir Colombia; lawyer from Javeriana University; previously VP Legal at Banco Ganadero and BBVA Horizonte; 2026 interview Jan 22


entity_id: old-mutual

excerpt: Individual Retirement Account (RAIS) administrator in Colombia; specializes in long-term savings profiles and personalized advisory


entity_id: protecci-n-afp

excerpt: Part of Sura Group; major private pension administrator in Colombia


entity_id: colfondos

excerpt: Individual Retirement Account (RAIS) administrator in Colombia


entity_id: grupo-sura

excerpt: No. 1 pension management firm in Latin America; operations in Chile, Colombia, El Salvador, Peru, Mexico, Uruguay


entity_id: andr-s-bernal

excerpt: CFO of Grupo Sura; named Latin Trade CFO of the Year Colombia


entity_id: juan-camilo

excerpt: Investment Leadership at SURA; 25+ years experience in pension fund and asset management investment; Board member AFORE SURA Mexico


entity_id: profuturo-peru

excerpt: Major Peruvian pension fund administrator (AFP); commission rate 0.68%


entity_id: afp-integra

excerpt: Peru's #1 AFP by designation; backed by SURA Group (Grupo #1 in Latin American pensions)


entity_id: anses

excerpt: Administración Nacional de la Seguridad Social; manages public pensions, retirement, and allowances in Argentina


entity_id: fgs

excerpt: Sistema de Garantía Social; component of Argentina's public pension system


entity_id: bcr-pensiones

excerpt: Banco de Costa Rica Pension Operator; administers mandatory pension fund and Labor Capitalization Fund (FCL)


entity_id: rep-blica-afap

excerpt: Uruguay's largest AFAP with 38.6% of affiliates and 54.9% of administered funds (state-owned: BancoRepública, Banco de Seguros del Estado, BPS shareholders)


entity_id: afap-sura

excerpt: Uruguay AFAP with 22.7% market share by affiliates; manages 18% of total administered funds


entity_id: afap-ita

excerpt: Uruguay AFAP with 23.3% market share by affiliates


entity_id: integraci-n-afap

excerpt: Uruguay AFAP with 15.3% market share


entity_id: vale

excerpt: Major mining company; strategic relationship with Brazilian pension funds including Previ (shareholder and board representation)


excerpt: CEO of Previ since May 2026


excerpt: Appointed to Vale Board February 2026; dual role as Previ CEO and Vale director


excerpt: President of BNDES; speaking at ECLAC on development bank role in region (May 2026)


excerpt: CEO/General Manager since January 2, 2026; previously at Banco Internacional retail banking


excerpt: Superintendent since 2016; reappointed fourth consecutive period (2025-2028)


excerpt: Director General for 11 years; led company to become largest AFORE in Mexico


excerpt: Chief Investment Officer at Profuturo Mexico


excerpt: Director General since January 2024


excerpt: Leadership role at AFORE Sura Mexico; relocated from SURA AM Colombia


excerpt: President of Porvenir Colombia


excerpt: Chief Financial Officer of Grupo Sura


excerpt: Chief Investment Officer at SURA; also Board member AFORE SURA Mexico


excerpt: Board of directors AFORE SURA Mexico


entity_id: afore-sura--subsidiary--grupo-sura

excerpt: SURA's Mexican pension fund operation


entity_id: protecci-n-afp--subsidiary--grupo-sura

excerpt: Sura Group's Colombian pension operation


entity_id: afap-sura--subsidiary--grupo-sura

excerpt: Sura Group's Uruguayan AFAP operation


excerpt: Peru's #1 AFP backed by SURA Group


excerpt: Regulated and supervised by Chilean pension superintendent


excerpt: Subject to CONSAR regulation in Mexico


excerpt: Institutional shareholder with board representation through CEO Marcio Antonio Chiumento


excerpt: State pension funds coordinating on critical minerals partnership with BNDES (June 2026)


excerpt: Major Brazilian pension fund with strategic coordination on development initiatives


entity_id: ashmore-group

excerpt: Global specialist in EM fixed income, equities, and alternatives across developing economies


entity_id: bluebay-asset-management

excerpt: Part of RBC Global Asset Management; active in EM hard currency sovereign and corporate debt


entity_id: pimco

excerpt: Major asset manager with $4.5B Emerging Markets Bond Fund; primary focus on EM debt portfolio management


entity_id: stone-harbor-investment-partners

excerpt: Manages emerging markets income and local currency debt funds; affiliated with Virtus Investment Partners


entity_id: gmo-grantham-mayo-van-otterloo

excerpt: Award-winning EM debt manager since 1994; won 2026 LSEG Lipper Fund Award for Emerging Markets Hard Currency Debt


entity_id: wellington-management

excerpt: Active manager providing outlook on EM local and hard currency debt strategies


entity_id: blackrock

excerpt: One of largest global asset managers with significant EM debt operations; headquarters Baltimore, Maryland


entity_id: eaton-vance

excerpt: Manages Emerging Markets Debt Opportunities Fund and other EM debt strategies


entity_id: capital-group

excerpt: Manager of Capital Group Emerging Markets Debt Fund (LUX) and American Funds EM Bond Fund


entity_id: pinebridge-investments

excerpt: AUM $14.8B in EM corporates; one of largest and most experienced teams in EM debt; offices in London and Asia


entity_id: aberdeen-investments

excerpt: Global EMD manager with nearly 50 fixed income professionals; offices in London and Asia


entity_id: t-rowe-price

excerpt: Large asset manager with International Fixed Income and EM equity strategies; 2026 outlook favors EM with quality bias


entity_id: william-blair-investment-management

excerpt: Chicago-based manager with bottom-up approach to EM debt; also manages EM equity strategies


entity_id: nn-investment-partners-nn-ip

excerpt: Acquired MN EM debt team in 2024; six-person team based in The Hague; strong EM debt capabilities


entity_id: nuveen

excerpt: Manages Nuveen Emerging Markets Debt Fund; part of NN IP investment complex


entity_id: union-bancaire-priv-e-ubp

excerpt: Swiss private bank; leading emerging market debt team under CIO Sergio Trigo Paz


entity_id: nikko-asset-management

excerpt: Manager of Nikko AM Emerging Markets Local Currency Bond Fund; Luxembourg-based fund


entity_id: bnp-paribas-investment-partners

excerpt: Historical EM debt manager; key hub in Sergio Trigo Paz's career progression


entity_id: goldman-sachs-asset-management

excerpt: Manages Goldman Sachs Emerging Markets Corporate Debt and related EM strategies


entity_id: metlife-investment-management

excerpt: Active EM debt manager with portfolio management team


entity_id: mark-coombs

excerpt: CEO and Executive Director of Ashmore Group plc since December 1998 incorporation


entity_id: gustavo-medeiros

excerpt: Ashmore Group; provides global macroeconomic analysis and EM perspectives


entity_id: alexis-de-mones

excerpt: Ashmore Group; discusses valuations, technicals, and country/regional opportunities in EM hard currency sovereign debt


entity_id: stephen-rudman

excerpt: Ashmore Group NYC office; moderates webinars and client Q&A on EM debt


entity_id: pramol-dhawan

excerpt: PIMCO Newport Beach office; leads EM portfolio management team; manages $4.5B EM Bond Fund with 23% returns (12M); co-author 2026 outlook


entity_id: marc-seidner

excerpt: PIMCO; co-author with Pramol Dhawan on 2026 EM debt outlook; advises against high-yield positioning


entity_id: michael-story

excerpt: PIMCO; co-author on EM bond portfolio strategy; emphasizes value and diversification over crowded positions


entity_id: tina-vandersteel

excerpt: GMO; firm partner; leads team on security selection and portfolio construction; joined GMO 2004 from J.P. Morgan fixed income research


entity_id: sergio-trigo-paz

excerpt: Union Bancaire Privée (UBP) London; former head of EM debt at BlackRock (10 years); previously CIO at BNP Paribas Investment Partners; 25+ years EM debt experience


entity_id: robert-neithart

excerpt: Capital Group; lead manager EM Debt Fund (LUX); 34 years investment experience at Capital Group; chair of Capital Strategy Research


entity_id: luis-freitas-de-oliveira

excerpt: Capital Group; co-manager alongside Robert Neithart on EM debt funds


entity_id: kirstie-spence


entity_id: luke-codrington

excerpt: PineBridge Investments; co-author 2026 EM debt outlook


entity_id: jonathan-davis

excerpt: PineBridge Investments; GEM Fixed Income team; author 2026 EM debt outlook


entity_id: omar-slim

excerpt: PineBridge Investments; CFA; portfolio manager on EM fixed income


entity_id: steve-cook

excerpt: PineBridge Investments; co-head of EM debt team


entity_id: scott-moses

excerpt: MetLife Investment Management; author 2026 EM debt outlook report


entity_id: siddharth-dahiya

excerpt: Aberdeen Investments; leads nearly 50 fixed income professionals across London and Asia offices


entity_id: anthony-simond

excerpt: Aberdeen Investments; promoted to investment director within EM debt team


entity_id: kathy-collins


entity_id: ken-orchard

excerpt: T. Rowe Price; oversees EM fixed income strategies


entity_id: eric-veiel

excerpt: T. Rowe Price; effective June 1, 2026; retained key CIO role for global investments


entity_id: todd-m-mcclone

excerpt: William Blair Investment Management; co-manages EM Leaders Fund since 2008; partner of adviser


entity_id: hugo-scott-gall

excerpt: William Blair Investment Management; co-manages EM Leaders Fund since 2022; partner of adviser


entity_id: paul-birchenough

excerpt: William Blair Investment Management; co-manages EM Leaders Fund since 2024


entity_id: ian-smith


entity_id: vivian-lin-thurston

excerpt: William Blair Investment Management; co-manages EM ex-China Growth Fund since 2022


excerpt: CEO and Executive Director since 1998


excerpt: Global Head of Research


excerpt: Portfolio Manager, EM Debt Team


excerpt: Client-Facing Team Member, New York office


excerpt: Managing Director, Head of EM Portfolio Management, Newport Beach


excerpt: Portfolio Manager, co-author on EM outlook


excerpt: Portfolio Manager, EM Fixed Income


excerpt: Head of Emerging Country Debt, Portfolio Manager; joined 2004


excerpt: CIO, Head of Emerging Market Fixed Income, London office


excerpt: Former head of EM debt (10 years); stepped back January 2022


excerpt: Former CIO; head of EM fixed income


excerpt: Senior Portfolio Manager, EM Debt; lead manager EM Debt Fund (LUX); 34 years experience


excerpt: Portfolio Manager, EM Debt


excerpt: Co-Head of EM Global Fixed Income


excerpt: Client Portfolio Manager, GEM Fixed Income team


excerpt: Co-Head of Asia ex-Japan Fixed Income


excerpt: Co-Head of Emerging Markets Fixed Income


excerpt: Portfolio Manager, Head of EM Debt


excerpt: Global Head of EM Debt


excerpt: Investment Director, EM Debt


excerpt: Head of International Fixed Income


excerpt: President, Co-Head of Global Investments, CIO; effective June 1, 2026


excerpt: Partner, co-manages EM Leaders Fund since 2008


excerpt: Partner, co-manages EM Leaders Fund since 2022


excerpt: Associate, co-manages EM Leaders Fund since 2024


excerpt: Partner, co-manages EM ex-China Growth Fund since 2022


excerpt: NN IP entity houses Nuveen EM debt funds


entity_id: government-pension-investment-fund

excerpt: https://www.gpif.go.jp/en/ | AUM: $1.72 trillion | Manages pension assets for Japanese retirees


entity_id: kazuto-uchida

excerpt: Former Mitsubishi UFJ economist; became GPIF president April 2025 for 5-year term | https://www.pionline.com/pension-funds/japan-names-kazuto-uchida-next-president-gpif


entity_id: masataka-miyazono

excerpt: Led GPIF for ~5 years; tenure ended March 2025 | https://www.asiaasset.com/post/23212-miyazonogpif-gte-0325


entity_id: national-pension-service

excerpt: https://www.top1000funds.com/asset_owner/korea-national-pension-service/ | State-run fund managing Korean workers' pensions


entity_id: kim-sung-joo

excerpt: Former lawmaker, began 3-year term Dec 15, 2025; first NPS chairman to serve twice (previously 2017-2020) | https://www.kedglobal.com/pension-funds/newsView/ked202512120003


entity_id: kim-tae-hyun

excerpt: Served Sept 2022 - Aug 2025; previously CEO of Korea Deposit Insurance Corp (KDIC) | https://www.asiaasset.com/post/26383-nps-0902


entity_id: kumpulan-wang-persaraan

excerpt: https://www.kwap.gov.my/en/ | Malaysia's second-largest pension fund; manages public sector retirement assets


entity_id: datuk-jay-khairil-jeremy-abdullah

excerpt: Appointed CEO effective May 20, 2026; ex-BSN (Bank Simpanan Nasional) CEO with ~30 years banking experience; former CIMB Group, Bank Negara roles | https://www.thestar.com.my/business/business-news/2026/05/11/kwap-appoints-datuk-jay-khairil-jeremy-abdullah-as-new-ceo


entity_id: azmi-abdullah

excerpt: Served as acting CEO April 2026 while permanent replacement was sought; former CEO of SME Bank; KWAP board member | https://www.asiaasset.com/pension-funds/malaysia-pension-fund-kwap-names-board-member-azmi-abdullah-as-acting-ceo-sources-say/


entity_id: datuk-hajah-nik-amlizan-mohamed

excerpt: Completed 5-year CEO tenure ending March 31, 2026 | https://people.equilar.com/bio/person/hajah-mohamed-kwap/62131202


entity_id: hazman-hilmi-sallahuddin

excerpt: KWAP CIO; was in contention for permanent CEO role in April 2026 | https://www.nst.com.my/amp/business/corporate/2026/04/1425501/kwap-leadership-delay-not-ideal


entity_id: employees-provident-fund

excerpt: https://www.kwsp.gov.my/en/ | Manages retirement savings for Malaysian private sector workers


entity_id: puan-rohaya-mohammad-yusof

excerpt: EPF CIO overseeing global and domestic investments across multiple asset classes; 30+ years investment management, corporate finance, capital markets experience | https://malaysia4u.com/epf-guide


entity_id: government-provident-fund

excerpt: https://www.gpf.or.th/thai2019/Index/index.php | AUM: $45.37 billion (1.49 trillion baht) | Manages public sector pensions


entity_id: arsa-indaravijaya

excerpt: Currently serving as acting head since Feb 2026; Deputy Secretary-General and CIO; permanent successor selection in final phase for June 2026 appointment | https://www.asiaasset.com/pension-funds/thailand-to-name-new-head-of-government-provident-fund-by-end-july-sources-say/


entity_id: songpol-chevapanyaroj

excerpt: Left GPF in February 2026 to become president/CEO of Government Savings Bank | https://www.asiaasset.com/pension-funds/thailand-to-name-new-head-of-government-provident-fund-by-end-july-sources-say/


entity_id: bureau-of-labor-funds

excerpt: https://www.blf.gov.tw/86195/ | Founded 2014; manages Labor Pension Fund, Labor Insurance Fund, Employment Insurance Fund, other social security assets


entity_id: su-yu-ching

excerpt: Appointed director general effective March 10, 2021; former CEO of Taipei Exchange; continues in role as of 2026 | https://www.asiaasset.com/post/24376-blf-0308


entity_id: bpjs-ketenagakerjaan

excerpt: Manages worker social insurance including pension security (JP) with max wage ceiling adjusted annually; 2026 ceiling: IDR 11,086,300


entity_id: pag-ibig-fund

excerpt: https://www.pagibigfund.gov.ph | Leading home financing agency with 17M+ members; Total assets >P1 trillion; record housing loan releases


entity_id: marilene-c-acosta

excerpt: First career public servant to reach CEO post; appointed 2022; tenure: Deputy CEO Home Lending (2017-2022); CPA, CESO V; 40+ years Pag-IBIG service since 1981 | https://www.pagibigfund.gov.ph/cv/Acosta.html


entity_id: social-security-system

excerpt: Philippine state-run social security program; funding and contribution details available in 2026 updates


entity_id: government-service-insurance-system

excerpt: Philippine fund managing government employee pensions and benefits; subject to 2026 policy reviews


entity_id: central-provident-fund-board

excerpt: https://www.cpf.gov.sg/member/who-we-are/awards-and-achievements | Manages Singapore's mandatory retirement savings system


excerpt: https://www.mpfa.org.hk/en/ | Oversees Hong Kong's mandatory retirement savings system


entity_id: empf-platform-company

excerpt: https://www.empf.org.hk/page/empf-platform-company-limited | Centralised digital platform for MPF schemes


entity_id: eric-chi-kin-lui

excerpt: Re-appointed eMPF CEO Sept 9, 2025 through Dec 31, 2026; 35+ years digital transformation experience; initial 3-year term Sept 2022 | https://www.asiaasset.com/people-moves/hong-kongs-mpfa-extends-empf-ceo-term-to-end-2026/


entity_id: francis-chung

excerpt: Chairman of MPF Ratings Ltd, Hong Kong's independent MPF research and education provider | https://mpfratings.com.hk/embed/


entity_id: new-zealand-superannuation-fund

excerpt: https://en.wikipedia.org/wiki/New_Zealand_Superannuation_Fund | Net asset value $94 billion (May 31, 2026 unaudited) | National pension/investment fund


entity_id: matt-whineray

excerpt: Former NZ Super CEO (2018-2023); stepped down December 8, 2023 after expanding fund significantly | https://www.top1000funds.com/2023/11/dont-dream-its-over-whineray-leaves-nz-super/


entity_id: future-fund

excerpt: https://www.futurefund.gov.au/en/About-us/who-we-are/Senior-Leadership-Team | AUM: ~$270 billion | National investment portfolio managed by accountable authority CEO


entity_id: raphael-arndt

excerpt: Future Fund CEO since July 1, 2020; formerly CIO (2014-2020) and Head of Infrastructure/Timberland | https://au.linkedin.com/in/raphael-arndt-4a87a362


excerpt: President/CEO appointment April 1, 2025


excerpt: Former President; tenure ended March 2025


excerpt: Chairman/CEO appointment Dec 15, 2025; 3-year term; first NPS leader to serve twice


excerpt: Former Chairman/CEO Sept 2022 - Aug 2025


excerpt: CEO appointment effective May 20, 2026


excerpt: Acting CEO April 2026; board member


excerpt: Former CEO; 5-year tenure ended March 31, 2026


excerpt: Chief Investment Officer


excerpt: Chief Investment Officer; oversees global and domestic investments


excerpt: CIO and Deputy Secretary-General; acting head since Feb 2026


excerpt: Former Secretary-General; left Feb 2026 for Government Savings Bank


excerpt: Director General since March 10, 2021; former Taipei Exchange CEO


excerpt: Chief Executive Officer since 2022; first career public servant CEO; 40+ year tenure


excerpt: CEO re-appointed Sept 9, 2025 through Dec 31, 2026


excerpt: Chairman of MPF Ratings Ltd (independent ratings provider)


excerpt: eMPF is subsidiary of MPFA; centralised platform for MPF schemes


excerpt: Former CEO 2018-2023; stepped down Dec 8, 2023


excerpt: CEO since July 1, 2020; formerly CIO 2014-2020; accountable authority for ~$270B portfolio


entity_id: cpp-investments

excerpt: Canada Pension Plan Investment Board - $793.3B AUM (FY2026)


entity_id: john-graham

excerpt: CPP Investments CEO since February 2021


excerpt: La Caisse - $496B AUM (2026)


entity_id: charles-emond

excerpt: CDPQ CEO since 2020, mandate renewed through February 2029


entity_id: ontario-teachers-pension-plan-otpp

excerpt: Serves 346,000 active and retired teachers


entity_id: jo-taylor

excerpt: OTPP CEO since January 2020


entity_id: gillian-brown

excerpt: OTPP investment leadership


entity_id: stephen-mclennan

excerpt: OTPP asset allocation leadership


entity_id: charley-butler

excerpt: OTPP pension operations


entity_id: sharon-chilcott

excerpt: OTPP executive office


entity_id: jeff-davis

excerpt: OTPP legal and corporate affairs


entity_id: kathryn-fric

excerpt: OTPP risk management


entity_id: jonathan-hausman

excerpt: OTPP strategic planning


entity_id: terry-hickey

excerpt: OTPP technology leadership


entity_id: nick-jansa

excerpt: OTPP Europe, Middle East, Africa regional leader


entity_id: beth-tyndall

excerpt: OTPP human resources


entity_id: mabel-wong

excerpt: OTPP financial operations


entity_id: omers

excerpt: Ontario Municipal Employees Retirement System - major Canadian institutional investor


entity_id: blake-hutcheson

excerpt: OMERS CEO since June 1, 2020


entity_id: bob-aziz

excerpt: OMERS operations leadership


entity_id: deb-barnes

excerpt: OMERS risk management


entity_id: ralph-berg

excerpt: OMERS investment leadership


entity_id: celine-chiovitti

excerpt: OMERS pension operations


entity_id: michael-hill

excerpt: OMERS infrastructure investments


entity_id: rodney-hill

excerpt: OMERS technology leadership


entity_id: michael-kelly

excerpt: OMERS legal and sustainability


entity_id: chris-morley

excerpt: OMERS government affairs


entity_id: nancy-nazer

excerpt: OMERS human resources


entity_id: shelagh-paul

excerpt: OMERS communications leadership


entity_id: eric-plesman

excerpt: OMERS real estate subsidiary leadership


entity_id: jonathan-simmons

excerpt: OMERS finance and strategy


excerpt: $295B AUM (FY2025) - manages assets for BC public sector and teachers


entity_id: gordon-j-fyfe

excerpt: BCI CEO/CIO since July 2014, formerly PSP Investments President & CEO


entity_id: daniel-garant

excerpt: BCI capital markets and credit leadership


entity_id: norine-hale

excerpt: BCI human resources


entity_id: shauna-lukaitis

excerpt: BCI operations leadership


entity_id: jon-salon

excerpt: BCI private equity leadership


entity_id: ramy-rayes

excerpt: BCI investment strategy and risk


entity_id: lincoln-webb

excerpt: BCI infrastructure and renewable energy investments


entity_id: jeremy-trickett

excerpt: BCI legal leadership


excerpt: $90.7B AUM (2025) - manages assets for Ontario public sector pension plans


entity_id: bert-clark

excerpt: IMCO CEO, formerly President & CEO of Infrastructure Ontario


entity_id: raneet-aggarwal

excerpt: IMCO finance leadership


entity_id: tony-algar

excerpt: IMCO operations leadership


entity_id: sofia-assaf

excerpt: IMCO client relations


entity_id: ben-de-prisco

excerpt: IMCO risk management


entity_id: gayle-fisher

excerpt: IMCO corporate affairs


entity_id: allen-garson

excerpt: IMCO legal and corporate governance


entity_id: rossitsa-stoyanova

excerpt: IMCO investment leadership


excerpt: $123B AUM (2026), 500,000+ members - healthcare sector pension fund


entity_id: annesley-wallace

excerpt: HOOPP CEO, succeeded Jeff Wendling


entity_id: mary-abbott

excerpt: HOOPP legal, public and regulatory affairs, government relations


entity_id: reena-carter

excerpt: HOOPP finance, appointed June 2025


entity_id: linda-halley

excerpt: HOOPP risk management, 24-year veteran


entity_id: noam-sela

excerpt: HOOPP pension operations


entity_id: cathy-sprague

excerpt: HOOPP human resources


entity_id: damien-steel

excerpt: HOOPP technology and data leadership


entity_id: angela-waite

excerpt: HOOPP executive office


entity_id: michael-wissell

excerpt: HOOPP investment leadership


entity_id: rachel-arbour

excerpt: HOOPP plan operations


entity_id: shrirang-apte

excerpt: HOOPP capital markets investments


entity_id: lori-hall-kimm

excerpt: HOOPP private equity leadership


entity_id: chris-holtved

excerpt: HOOPP real estate investments


entity_id: chantale-pelletier

excerpt: HOOPP infrastructure investments


excerpt: Invests on behalf of federal and military pension plans


entity_id: deborah-k-orida

excerpt: PSP Investments CEO since September 2022, formerly CPP Investments senior managing director


entity_id: patrick-charbonneau

excerpt: PSP Investments CIO since May 2025


entity_id: arun-bajaj

excerpt: PSP Investments joined February 2025


entity_id: m-lanie-bernier

excerpt: PSP Investments legal leadership since 2008


entity_id: oliver-duff

excerpt: PSP Investments credit leadership since 2016


entity_id: simon-marc

excerpt: PSP Investments alternatives leadership since 2015


entity_id: justin-nightingale

excerpt: PSP Investments alpha strategies, joined April 2023


entity_id: david-ouellet

excerpt: PSP Investments technology leadership since 2012


entity_id: alexandre-roy

excerpt: PSP Investments risk leadership since August 2007


entity_id: caroline-vermette

excerpt: PSP Investments CFO since April 2025, formerly National Bank of Canada


entity_id: andrew-alley

excerpt: PSP Investments infrastructure leadership


entity_id: marc-drouin

excerpt: PSP Investments natural resources leadership


entity_id: yolande-james

excerpt: PSP Investments communications and government relations


excerpt: Serves 118,000 members - largest defined benefit pension plan in Canada


entity_id: peter-lindley

excerpt: OPTrust CEO since 2019


entity_id: james-c-davis

excerpt: OPTrust investment leadership since 2015


entity_id: michael-darcy

excerpt: OPTrust finance, appointed to executive team early 2026


entity_id: jesusa-chow

excerpt: OPTrust member services, appointed to executive team 2023


entity_id: dani-goraichy

excerpt: OPTrust risk and actuarial leadership since 2010


entity_id: tracy-hoskins

excerpt: OPTrust talent strategy and inclusion, joined executive team 2021


entity_id: satwant-pannu

excerpt: OPTrust technology leadership, appointed to executive team 2023


entity_id: stephen-solursh

excerpt: OPTrust legal, joined executive team February 2020


excerpt: CEO since February 2021


excerpt: President & CEO since 2020


excerpt: President & CEO since January 2020


excerpt: CIO Public & Private Investments


excerpt: CIO Asset Allocation


excerpt: Chief Pension Officer


excerpt: Chief of Staff


excerpt: Chief Legal & Corporate Affairs Officer


excerpt: Chief Risk Officer


excerpt: Chief Strategy Officer


excerpt: Chief Technology Officer


excerpt: Executive Managing Director, EMEA


excerpt: Chief People Officer


excerpt: Chief Financial Officer


excerpt: President and CEO since June 1, 2020


excerpt: Chief Operating Officer


excerpt: Chief Investment Officer


excerpt: EVP & Global Head of Infrastructure


excerpt: Global Head of Technology, Data and Security


excerpt: Chief Legal & Sustainability Officer


excerpt: VP Government Relations


excerpt: Chief Human Resources Officer


excerpt: SVP Head of Global Communications


excerpt: President and CEO, Oxford Properties Group (OMERS subsidiary)


excerpt: Chief Financial and Strategy Officer


excerpt: CEO & CIO since July 2014


excerpt: EVP & Global Head Capital Markets & Credit


excerpt: EVP Human Resources


excerpt: EVP & Global Head Private Equity


excerpt: EVP Investment Strategy & Risk


excerpt: EVP & Global Head Infrastructure & Renewable Resources


excerpt: EVP Legal Affairs & Chief Legal Officer


excerpt: President & CEO


excerpt: Chief Financial Officer


excerpt: Chief Operating Officer


excerpt: Chief Client Officer


excerpt: Chief Risk Officer


excerpt: Chief Corporate Officer


excerpt: General Counsel & Corporate Secretary


excerpt: Chief Investment Officer


excerpt: Chief Legal Officer


excerpt: Chief Financial Officer (appointed June 2025)


excerpt: Chief Risk and Strategy Officer


excerpt: Chief Pension Officer


excerpt: Chief Human Resources Officer


excerpt: Chief Technology, Data & AI Officer


excerpt: Chief of Staff and Corporate Secretary


excerpt: SVP Plan Benefits, Design and Policy


excerpt: Senior Managing Director & Head Global Capital Markets


excerpt: Senior Managing Director & Head Global Private Equity


excerpt: Senior Managing Director & Head Global Real Estate


excerpt: Senior Managing Director & Head Global Infrastructure


excerpt: President and CEO since September 2022


excerpt: SVP and Chief Investment Officer (since May 2025)


excerpt: SVP Chief People and Corporate Development (February 2025)


excerpt: SVP and Chief Legal Officer (since 2008)


excerpt: SVP and Global Head Credit Investments (since 2016)


excerpt: SVP and Global Head Private Equity and Real Estate (since 2015)


excerpt: Senior Managing Director and Head Global Alpha (April 2023)


excerpt: SVP Chief Technology, Data and Operations (since 2012)


excerpt: SVP and Chief Risk Officer (since August 2007)


excerpt: SVP and Chief Financial Officer (since April 2025)


excerpt: Managing Director and Global Head Infrastructure Investments


excerpt: Senior Managing Director and Global Head Natural Resources Investments


excerpt: Managing Director and Head Strategic Communications and Global Government Affairs


excerpt: President and CEO (since 2019)


excerpt: Chief Investment Officer (since 2015)


excerpt: Chief Financial Officer (appointed early 2026)


excerpt: SVP Member Experience and Pension Operations (2023)


excerpt: Chief Risk Officer and SVP Actuarial Services (since 2010)


excerpt: SVP People and Communications (executive team 2021)


excerpt: SVP IT Operations and Security (appointed to executive 2023)


excerpt: SVP and General Counsel (executive team February 2020)


excerpt: Senior Managing Director, Global Head of Real Assets (prior to PSP role)


excerpt: President & CEO for 11 years before joining BCI in July 2014


entity_id: abp

excerpt: Stichting Pensioenfonds ABP, €552bn AUM, largest Dutch pension fund


entity_id: apg

excerpt: Algemene Pensioen Groep, 92% owned by ABP, manages €552bn for ABP and €75bn for three other pension funds


entity_id: pfzw

excerpt: The second-largest Dutch pension scheme, the pension fund for the healthcare sector


entity_id: harmen-van-wijnen

excerpt: Reappointed as executive board member for second term, effective beginning 2026


entity_id: annette-mosman

excerpt: Appointed CEO of APG, source: Netherlands' APG appoints Annette Mosman as CEO - European Pensions


entity_id: atp

excerpt: Denmark's largest pension and insurance company, 3,000 employees, based in Hillerød


entity_id: martin-pr-stegaard

excerpt: CEO since September 2019, former Permanent Secretary at Danish Ministry of Finance (2014-2019)


entity_id: mogens-n-rg-rd

excerpt: Listed as MN in ATP organizational structure


excerpt: First Swedish National Pension Fund, consolidated into AP3 and AP4 as of 1 January 2026


excerpt: Andra AP-fonden, received consolidated AP6 assets as of 1 January 2026


excerpt: Tredje AP-fonden, received consolidated assets from AP1 as of 1 January 2026


excerpt: Fjärde AP-fonden, received consolidated assets from AP1 as of 1 January 2026


excerpt: Integrated into AP2 as of 1 January 2026


excerpt: Seventh Swedish National Pension Fund, restructured in 2026


entity_id: niklas-johansson

excerpt: Appointed new Chair of AP2, took post on 28 May 2026, extensive financial sector and asset management experience from Skandia group


entity_id: magdalena-wahlqvist-alveskog

excerpt: Appointed new Chair of AP3, took post on 1 September 2026, formerly CEO of Handelsbanken Fonder AB


entity_id: hans-lindberg

excerpt: CEO of Swedish Bankers' Association, appointed chair of AP7 in 2026


entity_id: henrik-saxborn

excerpt: Named vice chair of AP7 in 2026


entity_id: nbim

excerpt: Norges Bank Investment Management, manages Government Pension Fund Global, $2 trillion+ AUM, world's largest sovereign wealth fund


entity_id: nicolai-tangen

excerpt: CEO since 1 September 2020, responsible for daily operations and development of NBIM, advocates for European capital market reform


entity_id: trond-grande

excerpt: Deputy Chief Executive Officer, handles administration


entity_id: birgitte-bryne

excerpt: Oversees technology strategy, IT processes, and trading operations


entity_id: patrick-du-plessis

excerpt: Manages investment risk analysis, monitoring and reporting


entity_id: carine-smith-ihenacho

excerpt: Leads governance, compliance, and responsible investment activities


entity_id: malin-norberg

excerpt: Directs portfolio management and trading operations


entity_id: pedro-furtado-reis

excerpt: Co-manages equity and credit selection, real estate and renewable energy investments


entity_id: daniel-balthasar

excerpt: Shares responsibility for active strategy investments


entity_id: ada-magn-s-aass

excerpt: Manages recruitment, employee development, and HR operations


entity_id: marthe-skaar

excerpt: Oversees media relations, reporting, and communication strategy


entity_id: kenfo

excerpt: Fonds zur Finanzierung der kerntechnischen Entsorgung, €25.6bn AUM, largest foundation under public law in Germany, nuclear waste management fund


entity_id: anja-mikus

excerpt: Retiring at end of 2026, has been CEO/CIO since KENFO's founding in 2017


entity_id: compenswiss

excerpt: Geneva-based, established 1948, central manager of Federal Old-Age and Survivors' Insurance (AHV), Disability Insurance (IV), and Income Compensation Scheme (EO)


entity_id: publica

excerpt: Manages Confederation Pension Plan (Bundesrentenkasse), Swiss public sector pension provider


entity_id: bvk

excerpt: Berufliche Vorsorge des Kantons, Swiss pension fund


entity_id: klp

excerpt: Kommunal Landspensjonskasse, Norway's largest pension fund


entity_id: varma

excerpt: €60.9bn+ AUM, Finland's largest pension insurance company, mutual pension insurance company


entity_id: risto-murto

excerpt: CEO since 2014, commented on Finnish pension policy in 2026


entity_id: markus-aho

excerpt: Deputy CEO and CIO at Varma


entity_id: pauli-forma

excerpt: SVP at Varma


entity_id: suvi-hintsanen-k-rpijoki


entity_id: tuula-kallio


entity_id: hanna-kaskela


entity_id: pasi-mustonen

excerpt: Chief Actuary at Varma


entity_id: pekka-pajamo


entity_id: tarja-syv-l


entity_id: hanna-vainio


entity_id: mikaela-berg


entity_id: ilmarinen

excerpt: €66.8bn+ AUM, one of two mainstays of Finnish earnings-related pension system (private-sector side), mutual pension insurance company


entity_id: keva

excerpt: €74.1bn AUM, public-sector pension fund


entity_id: alecta

excerpt: Received 50 million kronor sanction from Finansinspektionen in March 2026 for Heimstaden Bostad investment failures


entity_id: folksam

excerpt: Under Swedish FSA investigation for Heimstaden Bostad investments, expected to face similar sanctions as Alecta


entity_id: folksam-liv

excerpt: Subsidiary of Folksam, appointed new boards on 16 April 2026


entity_id: h-kan-thorell

excerpt: Newly elected to Folksam Liv's board on 16 April 2026


entity_id: sa-lindestam


excerpt: Chair of Executive Board at ABP, reappointed for second term effective 2026


excerpt: CEO of APG, appointed 2026


excerpt: APG is 92% owned by ABP, manages assets for ABP and other pension funds


excerpt: CEO of ATP since September 2019


excerpt: Supervisory Board Member at ATP


excerpt: Chair of AP2, took post 28 May 2026


excerpt: Chair of AP3, took post 1 September 2026


excerpt: Chair of AP7, appointed 2026


excerpt: Vice Chair of AP7, appointed 2026


excerpt: AP1 consolidated into AP3 and AP4 effective 1 January 2026


excerpt: AP6 integrated into AP2 effective 1 January 2026


excerpt: Chief Executive Officer of NBIM since 1 September 2020


excerpt: Chief of Staff/Deputy CEO at NBIM


excerpt: Chief Technology and Operating Officer at NBIM


excerpt: Chief Risk Officer at NBIM


excerpt: Chief Governance and Compliance Officer at NBIM


excerpt: Chief Investment Officer Market Strategies at NBIM


excerpt: Co-Chief Investment Officer Active Strategies at NBIM


excerpt: Chief Human Resources Officer at NBIM


excerpt: Chief Communications and External Relations Officer at NBIM


excerpt: CEO and CIO of KENFO, retiring at end of 2026


excerpt: President and CEO of Varma since 2014


excerpt: Deputy CEO and Chief Investment Officer at Varma


excerpt: Senior Vice-President Work Ability Management at Varma


excerpt: Senior Vice-President Customer Relations at Varma


excerpt: Senior Vice-President Legal Affairs at Varma


excerpt: Senior Vice-President Sustainability and Communications at Varma


excerpt: Chief Actuary at Varma


excerpt: Senior Vice-President Finance and Internal Services at Varma


excerpt: Senior Vice-President Pension and Insurance Services at Varma


excerpt: Senior Vice-President IT and Digitalisation at Varma


excerpt: Senior Vice-President People and Organizational Development at Varma


excerpt: Board Member at Folksam Liv, elected 16 April 2026


entity_id: calpers

excerpt: Largest US public pension fund with $500B+ assets


entity_id: calstrs

excerpt: Second-largest California pension fund


entity_id: ny-state-common-retirement-fund

excerpt: Third-largest US public pension fund; $297.8B as of Q3 2025-26


entity_id: nystrs

excerpt: Major New York state pension system


entity_id: texas-trs

excerpt: Texas state pension system managing $200B+ assets


entity_id: florida-sba

excerpt: Florida state investment management organization; $250B+ assets


entity_id: wisconsin-swib

excerpt: Wisconsin state pension and investment board


entity_id: washington-wsib

excerpt: Washington state retirement and investment board; $205B+ assets


entity_id: pennsylvania-psers

excerpt: Pennsylvania public school employee pension system


entity_id: pennsylvania-sers

excerpt: Pennsylvania state employee pension system


entity_id: ohio-strs

excerpt: Ohio teacher pension system


entity_id: ohio-opers

excerpt: Ohio public employee pension system; 11th-largest US public pension fund


entity_id: ohio-sers

excerpt: Ohio school employee pension system


entity_id: ohio-op-f

excerpt: Ohio police and fire employee pension fund


entity_id: north-carolina-retirement-systems

excerpt: North Carolina retirement systems; assets reached $20B in 2026


entity_id: north-carolina-investment-authority

excerpt: Newly created North Carolina investment authority managing state pension assets


entity_id: new-jersey-division-of-investment

excerpt: New Jersey State Investment Council; Pension Fund supports 837K+ members; $76.5B assets as of June 2025


entity_id: virginia-vrs

excerpt: Virginia state pension system


entity_id: michigan-ors

excerpt: Michigan state retirement services


entity_id: michigan-mers

excerpt: Michigan municipal employee retirement system


entity_id: massachusetts-prim

excerpt: Massachusetts state pension reserves fund; manages PRIT Fund


entity_id: illinois-imrf

excerpt: Illinois municipal employee pension fund; $50B+ assets; second-largest statewide pension system in Illinois


entity_id: georgia-ers

excerpt: Georgia state employee pension system


entity_id: connecticut-retirement-systems

excerpt: Connecticut state retirement systems


entity_id: marcie-frost

excerpt: CalPERS CEO; ninth CEO to head the pension fund


entity_id: stephen-gilmore

excerpt: CalPERS CIO; leads total portfolio approach implementation


entity_id: michael-cohen

excerpt: CalPERS COIO


entity_id: douglas-hoffner

excerpt: CalPERS COO


entity_id: stephenson-loveson

excerpt: CalPERS CIO (technology)


entity_id: kim-malm

excerpt: CalPERS DEO


entity_id: donald-b-moulds

excerpt: CalPERS CHD


entity_id: michele-nix

excerpt: CalPERS CFO


entity_id: brad-w-pacheco

excerpt: CalPERS DEO Communications


entity_id: shari-slate

excerpt: CalPERS Chief DEI Officer


entity_id: scott-terando

excerpt: CalPERS Chief Actuary


entity_id: michelle-tucker

excerpt: CalPERS CHRO


entity_id: prashant-yerramalli

excerpt: CalPERS General Counsel


entity_id: cassandra-lichnock

excerpt: CalSTRS CEO; first female CEO of CalSTRS


entity_id: thomas-dinapoli

excerpt: NY State Comptroller; sole trustee of NY State Common Retirement Fund managing ~$300B


entity_id: thomas-lee

excerpt: Executive Director of NYSTRS (New York State Teachers' Retirement System)


entity_id: jase-auby

excerpt: Texas TRS CIO; appointed December 2019; manages $200B+ investment fund


entity_id: katy-hoffman

excerpt: Texas TRS Chief of Staff; reports to CIO


entity_id: eric-lang

excerpt: Texas TRS SMD Private Markets; directs 33% of trust fund strategy


entity_id: james-nield

excerpt: Texas TRS CRO; manages 24% of assets


entity_id: dale-west

excerpt: Texas TRS SMD Public Markets


entity_id: lamar-taylor

excerpt: Florida SBA CIO; leads $250B+ state investment organization


entity_id: edwin-denson

excerpt: Wisconsin SWIB ED/CIO; fifth year in role as of 2026; joined SWIB 2018


entity_id: allyson-tucker

excerpt: Washington WSIB CEO; appointed January 1, 2022; manages $205B+ assets


entity_id: benjamin-cotton

excerpt: Pennsylvania PSERS CIO; named interim Executive Director June 2025; started as CIO January 17, 2023


entity_id: richard-vague

excerpt: Pennsylvania PSERS Board Chair; re-elected 2026


entity_id: susan-c-lemmo

excerpt: Pennsylvania PSERS Board Vice Chair; re-elected 2026


entity_id: steve-toole

excerpt: Ohio STRS ED; previously ED of North Carolina Retirement Systems 2011-2019


entity_id: ray-higgins

excerpt: Ohio SERS ED; appointed to role; joining early July 2026


entity_id: richard-stensrud

excerpt: Ohio SERS ED (retiring); announced retirement effective June 30, 2026


entity_id: mike-charette

excerpt: Michigan MERS Deputy CIO; promoted February 2026; oversees global equities and fixed income


entity_id: jeb-burns

excerpt: Michigan MERS CIO


entity_id: rachael-eubanks

excerpt: Michigan State Treasurer; oversees Bureau of Investments and state investment operations


entity_id: brad-briner

excerpt: NC Treasurer; leading reforms for NC Retirement Systems and NC Investment Authority


entity_id: michael-g-trotsky

excerpt: Massachusetts PRIM ED/CIO, CFA; received Lifetime Achievement Award February 2026


entity_id: helen-huang

excerpt: Massachusetts PRIM Senior Investment Officer


entity_id: matt-liposky

excerpt: Massachusetts PRIM CIOO


entity_id: jessica-murphy

excerpt: Massachusetts PRIM Director Performance Reporting


entity_id: deb-goldberg

excerpt: Massachusetts Treasurer and ex-officio chair of PRIM Board


entity_id: shoaib-khan

excerpt: New Jersey Division of Investment Director; manages $76.5B+ pension assets


excerpt: CEO of CalPERS


excerpt: CIO of CalPERS


excerpt: COIO at CalPERS


excerpt: COO at CalPERS


excerpt: CIO (Technology) at CalPERS


excerpt: DEO Customer Services at CalPERS


excerpt: Chief Health Director at CalPERS


excerpt: CFO at CalPERS


excerpt: DEO Communications at CalPERS


excerpt: Chief DEI Officer at CalPERS


excerpt: Chief Actuary at CalPERS


excerpt: CHRO at CalPERS


excerpt: General Counsel at CalPERS


excerpt: CEO of CalSTRS


excerpt: NY State Comptroller; sole trustee managing ~$300B


excerpt: Executive Director of NYSTRS


excerpt: CIO of Texas TRS


excerpt: Chief of Staff at Texas TRS


excerpt: Senior Managing Director Private Markets at Texas TRS


excerpt: Chief Risk Officer at Texas TRS


excerpt: Senior Managing Director Public Markets at Texas TRS


excerpt: CIO of Florida SBA


excerpt: Executive Director/CIO of Wisconsin SWIB


excerpt: CEO of Washington WSIB


excerpt: CIO and Interim Executive Director at Pennsylvania PSERS


excerpt: Board Chair at Pennsylvania PSERS


excerpt: Board Vice Chair at Pennsylvania PSERS


excerpt: Executive Director of Ohio STRS


excerpt: Executive Director of Ohio SERS


excerpt: Executive Director of Ohio SERS (retiring June 30, 2026)


excerpt: Deputy CIO at Michigan MERS


excerpt: CIO at Michigan MERS


excerpt: Michigan State Treasurer overseeing Bureau of Investments


excerpt: NC State Treasurer; overseeing pension reforms


excerpt: NC State Treasurer; leading newly created Investment Authority


excerpt: Executive Director and CIO of Massachusetts PRIM


excerpt: Senior Investment Officer at Massachusetts PRIM


excerpt: Chief Investment Operations Officer at Massachusetts PRIM


excerpt: Director of Performance Reporting at Massachusetts PRIM


excerpt: Massachusetts State Treasurer; ex-officio PRIM Board Chair


excerpt: Director of Division of Investments


entity_id: harvard-management-company

excerpt: Manages Harvard University endowment and related financial assets. Headquarters: Boston, MA. CEO announced planned retirement in late 2027.


entity_id: yale-investments-office

excerpt: Pioneering endowment office known for Yale Model. Historic leader in alternative asset allocation strategy.


entity_id: stanford-management-company

excerpt: Manages Stanford University endowment. Located in Palo Alto, CA. Operates diversified investment program.


excerpt: Founded 1951. Princeton's investment management entity. Established in 1995 with Andrew Golden as president until 2024.


excerpt: Manages Penn's endowment and Associated Investments Fund (AIF). 32 employees as of April 2026.


excerpt: Manages MIT endowment, current funds, pension assets. Three teams with 80+ professionals.


entity_id: columbia-investment-management-company

excerpt: Wholly-owned subsidiary of Columbia University. Manages endowment for current and future support of operations.


excerpt: Manages Duke endowment, pension, health system investments, and working capital. Established structure.


excerpt: Manages Vanderbilt endowment. 2025 endowment up 9.9% to $10.9B, ranking 13th largest private endowment.


excerpt: One of largest endowments managed by a woman (Amy Falls). Team of 24 with 12 dedicated investment staff.


excerpt: Manages Cornell endowment from NYC office (1155 Avenue of the Americas). Returned 12.3% in fiscal 2025.


entity_id: emory-investment-management

excerpt: Manages endowment for Emory University, Emory Healthcare, and Carter Center.


excerpt: Notre Dame endowment investment office. Located in South Bend, IN at 1251 N. Eddy Street.


excerpt: First external investment corporation formed by a public university system (1996). Manages 300,000 students across 26 institutions.


entity_id: uc-investments-university-of-california

excerpt: Manages UC pension, endowment, short-term, and total-return investment pools. 60+ investment professionals.


excerpt: Established 2006 as separate operating division. Manages endowment and related assets for Washington University in St. Louis.


entity_id: n-p-narv-narvekar

excerpt: CEO of Harvard Management Company since December 2016. Announced plans to retire as early as 2027. Remade Harvard's endowment toward alternatives and private equity.


entity_id: rick-slocum

excerpt: Chief Investment Officer at Harvard Management Company.


entity_id: sanjeev-daga

excerpt: Chief Operating Officer at Harvard Management Company.


entity_id: timothy-r-barakett

excerpt: Chair of Harvard Management Company Board. Also serves as Harvard University Treasurer.


entity_id: matthew-s-t-mendelsohn

excerpt: Chief Investment Officer of Yale Investments Office since 2021. Joined Yale Investments Office in 2007 with BS in Physics from Yale College. Graduated cum laude.


entity_id: vincent-tuohey

excerpt: President of Princeton PRINCO. Came from MIT Investment Management Company in 2023, succeeding Andrew Golden after 30 years tenure.


entity_id: andrew-k-golden

excerpt: Former president of Princeton PRINCO (1995-2024). Served nearly 30 years. Retired June 30, 2024.


entity_id: robert-wallace

excerpt: CEO and Chief Investment Officer of Stanford Management Company. Former Yale Investments Office associate. Oversees $43 billion portfolio.


entity_id: seth-alexander

excerpt: President of MIT Investment Management Company since 2006. Worked under David Swensen at Yale. Leads organization of 80+ professionals.


entity_id: peter-h-ammon

excerpt: Chief Investment Officer of University of Pennsylvania Office of Investments since July 2013. Former Yale University Investments Office. Joined from Princeton PRINCO.


entity_id: kim-y-lew

excerpt: President and CEO of Columbia Investment Management Company. 13 years at Carnegie Corporation as VP and Chief Investment Officer.


entity_id: neal-f-triplett

excerpt: President and Chief Investment Officer of Duke DUMAC. Leads direct investments, private investments, and public securities teams.


entity_id: anders-hall

excerpt: Vice Chancellor for Investments and CIO of Vanderbilt University. Joined September 2013 from DUMAC at Duke. CFA charter holder. Manages $10 billion endowment.


entity_id: amy-falls

excerpt: Vice President and Chief Investment Officer of Northwestern University. Over 30 years investment management experience. Oversees $15.3 billion endowment. One of largest endowments run by woman.


entity_id: kenneth-miranda

excerpt: Chief Investment Officer of Cornell University Office of University Investments. CFA charter holder. Manages $11.8 billion endowment.


entity_id: jeff-smith

excerpt: Senior Investment Officer at Cornell University Office of University Investments. Oversees private equity and venture capital investments ($10.7B endowment focus).


entity_id: srinivas-srini-pulavarti

excerpt: Chief Investment Officer of Emory Investment Management since July 1, 2018. Replaced Mary Cahill after 17-year tenure.


entity_id: jennifer-evans

excerpt: Director of CIO Operations at Emory Investment Management.


entity_id: jagdeep-singh-bachher

excerpt: Chief Investment Officer and Senior Vice President of Investments at UC Investments since April 1, 2014. Manages pension, endowment, short-term, and total-return pools. Also 12th Chancellor of University of Waterloo (appointed 2024). Warned UC Regents in March 2026 on AI threat to student jobs.


entity_id: rich-hall

excerpt: President, CEO, and Chief Investment Officer of UTIMCO since Britt Harris departure. Joined UTIMCO in 2018 as CIO. Assets grown $24B+ under his watch (15.9% return, outperforming benchmarks 2.2%).


entity_id: scott-l-wilson

excerpt: Chief Investment Officer of Washington University Investment Management Company since December 1. Leads investment strategy for $14.1 billion endowment.


entity_id: tim-dolezal

excerpt: Successor to Mike Donovan at Notre Dame Investment Office. Managing director of Notre Dame investment office staff.


entity_id: michael-owu

excerpt: Vice President at MIT Investment Management Company.


entity_id: patrick-rowe

excerpt: Senior Vice President at MIT Investment Management Company.


entity_id: bart-brunk

excerpt: Chief Operating Officer and Head of Operations at Vanderbilt University Office of Investments.


entity_id: roy-yum

excerpt: Head of Private Investments at Vanderbilt University Office of Investments.


entity_id: brandon-baker

excerpt: Head of Public Investments at Vanderbilt University Office of Investments.


entity_id: leanne-huber

excerpt: Chief of Staff at Vanderbilt University Office of Investments.


entity_id: ben-alden

excerpt: Managing Director at University of Pennsylvania Office of Investments.


entity_id: andrew-choquette

excerpt: Deputy Chief Investment Officer at Washington University Investment Management Company.


entity_id: jenny-voelker

excerpt: Chief Operating Officer at Washington University Investment Management Company.


entity_id: david-x-li

excerpt: Chief Technology Officer at Washington University Investment Management Company (AB '08 WashU).


entity_id: christie-d-amour

excerpt: Managing Director and Chief Operating Officer at Emory Investment Management.


excerpt: Chief Investment Officer since 2021. Joined YIO 2007.


excerpt: CEO and Chief Investment Officer. Joined 2015, former Yale Investments Office.


excerpt: Worked at Yale University Investments Office before joining Penn.


excerpt: Worked under David Swensen at Yale before joining MIT.


excerpt: President, CEO, and Chief Investment Officer. Promoted from CIO position after joining 2018.


excerpt: Both are Yale Investments Office alumni who now lead peer endowments (Penn and Stanford)


excerpt: Both worked under David Swensen at Yale before leading top-tier endowments


excerpt: Both led DUMAC at Duke at different times; Triplett currently CIO, Hall moved to Vanderbilt


excerpt: Increased hedge fund target allocation; pionline.com 2026-06-16


entity_id: pimco

excerpt: Survey on smaller DC sponsors private markets; pionline.com 2026-06-11


entity_id: us-department-of-labor

excerpt: Proposed safe harbor for alts in DC plans, 42000 comments; pionline.com 2026-05-21


entity_id: aqr-capital-management

excerpt: Building AI tools for investment teams; AI alpha generation race; pionline.com 2026-05-14


entity_id: balyasny-asset-management

excerpt: Building AI tools; staff expanded by hundreds, AUM grew 3rd year; pionline.com 2026-05-14 and 2026-04-06


entity_id: man-group

excerpt: Put AI at center of operations, senior executives driving adoption; pionline.com 2026-05-14


entity_id: blackrock

excerpt: Executives weigh in on AI skills for hedge fund quants; pionline.com 2026-05-14


excerpt: AUM and staff grew 3rd consecutive year; pionline.com 2026-04-06


entity_id: johnson-associates

excerpt: Compensation consulting firm, quarterly Wall Street bonuses report; pionline.com 2026-05-07


entity_id: millennium-management


entity_id: citadel


entity_id: alaska-permanent-fund

excerpt: CIO discussed pulling back from PE; pionline.com 2026-06


entity_id: dimensional-fund-advisors

excerpt: Expanding ETF share class strategy, folding $100B standalone ETFs into mutual funds; pionline.com 2026-06


entity_id: gramercy

excerpt: EM credit bet delivered 53%, warns on 60/40 fragility; pionline.com 2026-06


entity_id: elliot-dornbusch

excerpt: Founder CEO CIO at CV Advisors $13B Miami, founded Clearview Partners 2003 co-founded CV Advisors 2009, real estate developer Caracas, Babson MBA, marketsgroup.org 2026 Elite Private Wealth CIOs Part 2


entity_id: cv-advisors

excerpt: CV Advisors RIA $13B AUM, Miami Florida, marketsgroup.org 2026


entity_id: matt-farrell

excerpt: Deputy CIO at WE Family Offices $15B Miami joined 2019, prior Credit Suisse 10yr alts research structured products Howe Barnes investment banker, NC State undergrad UNC Chapel Hill MBA, marketsgroup.org 2026 Elite Private Wealth CIOs Part 2


entity_id: we-family-offices

excerpt: WE Family Offices multi-family office $15B AUM, Miami Florida, marketsgroup.org 2026


entity_id: joel-houck

excerpt: CIO Chair IC at HB Wealth formerly Homrich Berg $30B DC, prior WMS Partners (acquired by HB 2024) A.G. Edwards equity research 1997 5yr Wells Fargo specialty finance research, Miami U BA math stats MBA, marketsgroup.org 2026 Elite Private Wealth CIOs Part 2


entity_id: hb-wealth

excerpt: HB Wealth formerly Homrich Berg RIA $30B AUM, Washington DC, marketsgroup.org 2026


entity_id: douglas-huber

excerpt: Deputy CIO at Wealth Enhancement Group $136B Boston, prior Wealth Enhancement VP investment strategy North American Management 7yr Federal Street Advisors senior research alts, Babson BA finance economics, marketsgroup.org 2026 Elite Private Wealth CIOs Part 2


entity_id: wealth-enhancement-group

excerpt: Wealth Enhancement Group RIA $136B AUM, Boston Massachusetts, marketsgroup.org 2026


entity_id: andrew-kelsen

excerpt: CIO at Moneta $42B Clayton MO promoted early 2024, 20yr+ global capital markets Chicago Teachers Pension Fund alts interim CIO PE credit natural resources, Keene State economics, marketsgroup.org 2026 Elite Private Wealth CIOs Part 2


entity_id: moneta

excerpt: Moneta RIA $42B AUM, Clayton Missouri, marketsgroup.org 2026