entity_id: tegus-ft

excerpt: AI/ML for finance; expert call transcripts and primary research platform; acquired by AlphaSense in 2024


display_note: Not displayed as primary-source evidence.

entity_id: alphacast

entity_type: node

excerpt: AI/ML for finance; macroeconomic data platform; aggregates and standardizes economic datasets for institutional investors

source_type: url


entity_id: quantconnect

excerpt: Quantitative trading platform; cloud-based backtesting and live trading; AI agent 'Mia' for strategy development by quant hedge funds


entity_id: axioma-qontigo

excerpt: Risk management; factor risk models and portfolio optimization; now part of Deutsche Börse Qontigo; merged with SimCorp


entity_id: msci-riskmetrics

excerpt: Risk management; RiskMetrics methodology for market and credit risk; integrated into MSCI Analytics; used by institutional investors globally


entity_id: bloomberg-port

excerpt: Portfolio risk management; Bloomberg's PORT system for multi-asset portfolio analytics, risk attribution, and performance measurement


entity_id: factset

excerpt: Portfolio analytics and market data; unified structured and unstructured data; ~4.5% market share; strong in consensus estimates and ownership data


entity_id: northfield-information-services

excerpt: Risk management; factor-based risk models for equities and fixed income; used by institutional asset managers and hedge funds


entity_id: goldman-sachs-prime-brokerage

excerpt: Prime brokerage; securities lending, financing, clearing, and custody for hedge funds; leading global prime broker


entity_id: morgan-stanley-prime-brokerage

excerpt: Prime brokerage; synthetic financing, stock lending, and capital introduction for hedge funds globally


entity_id: jpmorgan-prime-brokerage

excerpt: Prime brokerage; securities financing, clearing, custody, and capital introduction; major prime broker for institutional hedge funds


entity_id: barclays-prime-brokerage

excerpt: Prime brokerage; equity financing, stock loan, and hedge fund services; European and global prime brokerage operations


entity_id: deutsche-bank-prime-brokerage

excerpt: Prime brokerage; equity and fixed income financing, synthetic products, and clearing for institutional hedge funds


entity_id: bnp-paribas-prime-brokerage

excerpt: Prime brokerage; European-headquartered prime services; equity financing, delta one, and clearing for hedge funds


entity_id: ubs-prime-brokerage

excerpt: Prime brokerage; securities lending, financing, and capital introduction for global hedge funds


entity_id: credit-suisse-prime-brokerage

excerpt: Prime brokerage; equity finance, stock borrow/loan, and hedge fund services; now integrated into UBS following 2023 acquisition


entity_id: citi-prime-finance

excerpt: Prime brokerage; cross-asset financing, clearing, and capital introduction for hedge funds; global prime services platform


entity_id: ss-c-technologies

excerpt: Fund administration; SS&C GlobeOp serves $2T+ in assets; hedge fund and PE fund accounting, NAV calculation, investor reporting


entity_id: state-street-fund-administration

excerpt: Fund administration; global custody, fund accounting, and alternative asset administration for institutional investors


entity_id: northern-trust-fund-administration

excerpt: Fund administration; Omnium Platform for real-time NAV and hedge fund operations; meticulous financial reporting and compliance


entity_id: citco-fund-services

excerpt: Fund administration; largest by funds served (~14,015 funds); specialist in hedge fund NAV calculation and investor services


entity_id: nav-consulting

excerpt: Fund administration; independent hedge fund administrator; NAV calculation, financial reporting, and regulatory filings


entity_id: mufg-investor-services

excerpt: Fund administration; $1.28T AUM as of Q3 2025; NAV calculations, fee administration, accounting, and analytics for alternative funds


entity_id: apex-group

excerpt: Fund administration; global alternative asset administrator; fund accounting, middle office, and regulatory services for hedge funds and PE


entity_id: mainstream-group

excerpt: Fund administration; independent fund administrator for hedge funds, private equity, and real assets


entity_id: intertrust-group

excerpt: Fund administration; corporate and fund services; alternative asset administration for hedge funds and PE globally


entity_id: tmf-group

excerpt: Fund administration; global provider of accounting, HR, and fund administration services for institutional investors


entity_id: charles-river-development-crd

excerpt: Portfolio analytics and OMS; Charles River IMS for order management, compliance, and portfolio modeling; acquired by State Street in 2018


entity_id: aladdin-blackrock

excerpt: Portfolio analytics; BlackRock's end-to-end investment platform; $21T+ across 30,000+ portfolios; 200+ institutional clients


entity_id: simcorp

excerpt: Portfolio analytics; SimCorp One (merged with Axioma); $35T AUM across 300+ institutions; acquired by Deutsche Börse for €3.9B


entity_id: eagle-investment-systems

excerpt: Portfolio analytics; investment data management and accounting for institutional asset managers; BNY Mellon subsidiary


entity_id: enfusion

excerpt: Portfolio analytics and OMS; cloud-native investment management platform; OMS, PMS, and risk in unified SaaS for hedge funds


entity_id: msci-esg-research

excerpt: ESG data; MSCI ESG Ratings covering 14,000+ companies; widely used by institutional investors for ESG scoring and portfolio integration


entity_id: sustainalytics

excerpt: ESG data; ESG risk ratings and research; acquired by Morningstar in 2020; controversy monitoring and ESG scores for institutional investors


entity_id: iss-esg

excerpt: ESG data; proxy voting analytics and ESG ratings; corporate governance and sustainability data for institutional investors


entity_id: reprisk

excerpt: ESG data; controversy monitoring from media, NGO, and regulatory sources; real-time ESG risk flags for institutional investors


entity_id: verisk-esg-verisk-maplecroft

excerpt: ESG data; political and ESG risk analytics; country and sector risk monitoring for institutional investors and hedge funds


entity_id: s-p-global-esg

excerpt: ESG data; S&P Global's ESG scores and sustainability data; integrated into S&P Capital IQ for institutional investors


entity_id: moody-s-esg-solutions

excerpt: ESG data; ESG assessments and climate risk analytics for institutional investors; rebranded from Vigeo Eiris and Four Twenty Seven


entity_id: clarity-ai

excerpt: ESG data; AI-powered ESG analytics platform; impact measurement and sustainable investing analytics for institutional asset managers


entity_id: esg-book

excerpt: ESG data; open ESG data platform; real-time ESG data and sustainability analytics for institutional investors


entity_id: cdp-carbon-disclosure-project

excerpt: ESG data; environmental disclosure data from corporations; carbon, water, and deforestation data used by institutional investors


entity_id: factset-truvalue-labs

excerpt: ESG data; AI-driven ESG signals from unstructured data; acquired by FactSet; NLP-based ESG scoring for institutional investors


entity_id: flextrade

excerpt: Trade execution OMS/EMS; multi-asset OEMS FlexONE; won Hedgeweek Best OMS 2025; FlexTRADER EMS; Euromoney Best FX EMS/OMS 2025


entity_id: fidessa-ion-trading

excerpt: Trade execution OMS; integrated OMS/EMS across equities, derivatives, and fixed income; supports London Stock Exchange PSM private assets


entity_id: ion-trading

excerpt: Trade execution; fixed income and derivatives trading technology; parent company of Fidessa; OMS/EMS for institutional investors


entity_id: tradingscreen

excerpt: Trade execution; multi-asset EMS and TCA analytics; cloud-based execution management for hedge funds and asset managers


entity_id: bloomberg-aim

excerpt: Trade execution OMS; Bloomberg Asset and Investment Manager; multi-asset OMS integrated with Bloomberg Terminal for hedge funds


entity_id: broadridge-oms

excerpt: Trade execution OMS; Broadridge Financial Solutions order management for institutional investors; post-trade processing and compliance


excerpt: Trade execution; front-to-back trading platform for derivatives, fixed income, and structured products; used by banks and hedge funds


entity_id: limina-ims

excerpt: Portfolio analytics and OMS; modern cloud-native investment management system for institutional asset managers and hedge funds


entity_id: bloomberg-terminal

excerpt: Market data infrastructure; $31,980/year per seat in 2025; ~33% market share; real-time pricing, fixed income analytics, IB Chat


entity_id: lseg-workspace-refinitiv

excerpt: Market data infrastructure; formerly Refinitiv Eikon; ~20% market share; Eikon retired June 30 2025; FX tools and Reuters news


entity_id: s-p-capital-iq

excerpt: Market data; financial data terminal; acquired ProntoNLP and Drift AI; strong in M&A comps, private company data, and financials


entity_id: morningstar

excerpt: Market data; investment research and fund data; owns Sustainalytics and PitchBook; strong in mutual fund and ETF analytics


entity_id: intercontinental-exchange-ice

excerpt: Market data and exchange infrastructure; ICE Data Services; pricing, reference data, fixed income analytics for institutional investors


entity_id: preqin

excerpt: Private market data; acquired by BlackRock for $3.2B in March 2025; hedge fund, PE, VC, and real assets performance and AUM data


entity_id: pitchbook

excerpt: Private market data; acquired by Morningstar in 2016; PE and VC deal data, fund profiles, LP commitment data for institutional investors


entity_id: dun-bradstreet

excerpt: Business data and analytics; launched Cofinder with Finquest in 2025 for deal sourcing; firmographics and credit risk data for institutional investors


entity_id: aca-group-compliancealpha

excerpt: RegTech compliance; ComplianceAlpha platform for trade surveillance, code of ethics, and marketing compliance; won Best RegTech 2025 HFM European Awards


entity_id: behavox

excerpt: RegTech compliance; unified controls platform with communications and trade surveillance; compliant AI for financial services compliance


entity_id: mycomplianceoffice-mco

excerpt: RegTech compliance; employee compliance and conflict-of-interest management; digital asset personal trading compliance; hedge fund and asset manager clients


entity_id: sievert-analytics

excerpt: AI/ML for finance; quantitative analytics and data science for institutional investors; signal generation and alpha research


entity_id: accenture-quantumblack

excerpt: AI/ML for finance; McKinsey's AI analytics studio (QuantumBlack) and Accenture; advanced analytics and ML modeling for institutional finance


entity_id: orbisresearch

excerpt: Alternative data and market research; research reports and data analytics for institutional investors across multiple sectors


entity_id: kyndi

excerpt: AI/ML for finance; explainable AI for knowledge search and document intelligence; used by financial services firms for research automation


entity_id: palantir-foundry

excerpt: Data integration and analytics; enterprise data platform used by hedge funds for alternative data integration and quantitative research


entity_id: two-sigma-venn

excerpt: Portfolio analytics; factor-based portfolio analysis and attribution platform; public-facing tool from Two Sigma for institutional investors


entity_id: broadridge-financial-solutions

excerpt: Financial technology; post-trade processing, investor communications, and data and analytics for institutional investors and hedge funds


excerpt: Financial technology; front-to-back investment management solutions; WIND, SunGard, and Apex platforms for institutional investors


entity_id: finastra

excerpt: Financial technology; treasury and capital markets software; FusionCapital and FusionRisk for institutional investors and hedge funds


entity_id: temenos

excerpt: Financial technology; core banking and wealth management software; portfolio management and risk tools for institutional asset managers


entity_id: calypso-technology-now-adenza-nasdaq

excerpt: Trade execution and risk; front-to-back platform for derivatives, securities financing, and risk management; acquired by Nasdaq via Adenza


entity_id: traiana-icap-tp-icap

excerpt: Post-trade services; trade confirmation, reconciliation, and netting for OTC derivatives and FX; TP ICAP subsidiary


entity_id: dtcc

excerpt: Post-trade infrastructure; central clearing and settlement for US equities, fixed income, and derivatives; critical financial market utility


entity_id: markit-ihs-markit-s-p

excerpt: Financial data and analytics; credit default swap pricing, loan syndication data, and valuations; merged with IHS then S&P Global


entity_id: openfin

excerpt: Financial technology; desktop integration platform for financial services; app interoperability for trading and analytics tools at hedge funds


entity_id: snowflake-financial-services

excerpt: Data infrastructure; cloud data platform used by hedge funds and institutional investors for alternative data storage and analytics


entity_id: databricks

excerpt: Data infrastructure; unified data and AI platform; widely used by quant hedge funds for large-scale data engineering and ML model training


entity_id: aws-financial-services

excerpt: Cloud infrastructure; Amazon Web Services for financial services; compute, storage, and ML services used by hedge funds and institutional investors


entity_id: google-cloud-financial-services

excerpt: Cloud infrastructure; GCP for financial services; BigQuery, Vertex AI, and financial analytics tools used by institutional investors


entity_id: microsoft-azure-financial-services

excerpt: Cloud infrastructure; Azure for financial services; ML, compute, and data services including Fabric for institutional investors


entity_id: refinitiv-elektron-lseg

excerpt: Market data infrastructure; real-time data feeds and APIs from LSEG; machine-readable news and tick data for quant hedge funds


entity_id: xignite

excerpt: Market data; cloud-based financial data APIs; real-time and historical pricing for fintech and institutional investors


entity_id: intrinio

excerpt: Market data; financial data APIs for equities, ETFs, and economic data; used by quant developers and hedge fund tech stacks


entity_id: polygon-io

excerpt: Market data; real-time and historical stock, options, and crypto data APIs; used by quant traders and hedge fund developers


entity_id: quiver-quantitative

excerpt: Alternative data; congressional trading, insider transactions, government contracts, and web-traffic data APIs for retail and institutional quants


entity_id: similarweb

excerpt: Alternative data; web traffic and digital intelligence; app usage and website visitor data used by hedge funds for consumer sector research


entity_id: app-annie-data-ai

excerpt: Alternative data; mobile app usage and download analytics; app market intelligence used by hedge funds for tech sector analysis


entity_id: sensor-tower

excerpt: Alternative data; mobile app and digital advertising intelligence; app download and revenue estimates used by institutional investors


entity_id: bombora

excerpt: Alternative data; B2B intent data from web browsing; identifies company research behavior used in corporate intelligence for institutional investors


entity_id: trustar-snap-inc

excerpt: Alternative data; threat intelligence and information sharing platform used in financial services compliance and cyber risk monitoring


entity_id: riskified

excerpt: Alternative data; e-commerce fraud prevention and transaction analytics; merchant-level performance signals used by consumer-focused hedge funds


entity_id: daloopa

excerpt: AI/ML for finance; automated financial model population from earnings documents; AI-driven data extraction for hedge fund analysts


entity_id: acuity-trading-acuity

excerpt: AI/ML for finance; news sentiment and analytics for institutional traders; NLP-based signals from financial news and social media


entity_id: ravenpack

excerpt: Alternative data; structured news sentiment and event analytics; machine-readable news from thousands of sources for quant hedge funds


entity_id: accern

excerpt: AI/ML for finance; no-code AI platform for financial NLP; sentiment, theme extraction, and entity recognition from financial documents


entity_id: amenity-analytics

excerpt: AI/ML for finance; NLP analysis of earnings calls and financial filings; acquired by S&P Global; qualitative signal extraction


entity_id: orbital-insight-go

excerpt: Alternative data; geospatial analytics platform; supply chain monitoring and commodity tracking using satellite and mobility data


entity_id: ursa-space

excerpt: Alternative data; SAR (synthetic aperture radar) satellite analytics; all-weather imagery for industrial monitoring and commodity tracking


entity_id: maxar-technologies

excerpt: Alternative data; high-resolution satellite imagery provider; used for commodity, infrastructure, and geopolitical monitoring by hedge funds


entity_id: blacksky

excerpt: Alternative data; real-time satellite monitoring platform; industrial and geopolitical activity tracking for institutional investors


entity_id: kayrros

excerpt: Alternative data; energy and commodity monitoring from satellite, satellite SAR, and sensor data; oil storage and gas flaring analytics


entity_id: genscape-wood-mackenzie

excerpt: Alternative data; energy market intelligence; power grid, pipeline, and oil storage monitoring for energy-focused hedge funds


entity_id: telluslabs-indigo

excerpt: Alternative data; satellite-based crop monitoring and agricultural analytics; harvest yield prediction for commodity-focused hedge funds


entity_id: descartes-labs

excerpt: Alternative data; geospatial analytics from satellite and aerial imagery; supply chain and commodity production monitoring


entity_id: neuravest-formerly-lucena-research

excerpt: AI/ML for finance; AI-driven stock selection and portfolio construction; machine learning signals for institutional and quant investors


entity_id: worldquant

excerpt: Quantitative research; crowdsourced alpha generation platform; WebSims and Brain platforms connecting quant researchers to institutional strategies


entity_id: quantopian-acquired-by-robinhood

excerpt: Quantitative trading; crowdsourced quant research platform; historical platform now archived; community of 300K+ quant researchers


entity_id: refinitiv-tick-history-lseg

excerpt: Market data; historical tick-by-tick data for global equities, futures, and FX; used by quant hedge funds for backtesting strategies


entity_id: quandl-legacy

excerpt: Alternative data platform; now Nasdaq Data Link; curated financial, economic, and alternative datasets via API for quant researchers


entity_id: ice-data-services

excerpt: Market data; real-time pricing, reference data, and analytics from Intercontinental Exchange; fixed income and derivatives data for institutions


entity_id: cme-group-data-services

excerpt: Market data; futures and options market data from CME, CBOT, NYMEX, and COMEX; used by commodity and macro hedge funds


entity_id: cboe-global-markets-data

excerpt: Market data; equity options and volatility data; VIX and derivatives market data used by options-focused institutional investors


entity_id: nasdaq-data-services

excerpt: Market data; equity and options market data feeds from Nasdaq; real-time and historical data for institutional trading infrastructure


entity_id: openbb

excerpt: Open-source financial terminal; investment research platform used by quant developers and smaller hedge funds as Bloomberg alternative


entity_id: koyfin

excerpt: Market data and analytics; financial data visualization platform used by fundamental and quant analysts as lower-cost research tool


entity_id: evestment-nasdaq

excerpt: Institutional data; institutional manager and fund performance database; LP intelligence and benchmark data for allocators and hedge funds


entity_id: hfr-hedge-fund-research

excerpt: Institutional data; hedge fund industry indices and performance data; HFRI benchmarks used by allocators and institutional investors


entity_id: aurum-research

excerpt: Institutional data; hedge fund due diligence and research platform; performance analytics and manager monitoring for institutional allocators


entity_id: cais-group

excerpt: Alternative investment platform; technology and education platform connecting financial advisors with alternative investment managers


entity_id: icapital-network

excerpt: Alternative investment platform; technology platform for alternative investments; fund access, subscription, and reporting for wealth management


entity_id: carta

excerpt: Fund administration and cap table; equity management and fund administration platform; used by venture funds and emerging hedge funds


entity_id: arcesium

excerpt: Fund operations technology; post-trade data management and operations for hedge funds; spun out of D.E. Shaw; investor reporting and reconciliation


entity_id: hazeltree

excerpt: Treasury and liquidity management; cash and collateral management platform for hedge funds; margin and financing optimization


entity_id: indus-valley-partners-ivp

excerpt: Fund operations technology; data management and analytics for alternative asset managers; middle and back office solutions for hedge funds


entity_id: allvue-systems

excerpt: Fund administration technology; portfolio management and fund accounting for private equity and hedge funds; cloud-native platform


entity_id: dynamo-software

excerpt: Fund administration; CRM and portfolio monitoring for alternative asset managers; deal flow, LP relations, and reporting


entity_id: backstop-solutions

excerpt: Fund administration; CRM and investor relations for hedge funds and institutional investors; portfolio monitoring and LP reporting


entity_id: burgiss

excerpt: Private market data; private equity performance analytics and benchmarking; acquired by MSCI in 2023 for private asset analytics


entity_id: cambridge-associates

excerpt: Investment advisory and data; private market benchmarks and institutional investment advisory; benchmark data used by pension funds and endowments


entity_id: refinitiv-eikon-api

excerpt: Market data API; programmatic access to LSEG market data; now LSEG Data and Analytics API; used by quant developers at institutional firms


entity_id: marex

excerpt: Prime brokerage and execution; commodity and financial derivatives brokerage; clearing and prime services for hedge funds


entity_id: stonex-group

excerpt: Prime brokerage and execution; global financial services firm; prime brokerage, clearing, and execution for institutional investors and hedge funds


entity_id: interactive-brokers-institutional

excerpt: Prime brokerage and execution; technology-first institutional brokerage; lower-cost prime services for small to mid-size hedge funds


entity_id: cowen-td-cowen

excerpt: Prime brokerage and execution; equity research and prime brokerage; acquired by TD Bank in 2023; serves growth-focused hedge funds


entity_id: jefferies-prime-brokerage

excerpt: Prime brokerage; mid-market focused prime services; equity finance, securities lending, and capital introduction for hedge funds


entity_id: societe-generale-prime-brokerage

excerpt: Prime brokerage; French bank prime services; equity finance, synthetic products, and listed derivatives clearing for hedge funds


entity_id: macquarie-prime-brokerage

excerpt: Prime brokerage; Australian bank prime services; equity finance and securities lending primarily in Asia-Pacific for hedge funds


entity_id: wells-fargo-prime-services

excerpt: Prime brokerage; US bank prime services; equity finance, securities lending, and capital introduction for domestic hedge funds


entity_id: pershing-bny-mellon

excerpt: Prime brokerage and clearing; Pershing LLC provides clearing and custody for broker-dealers and hedge funds globally


excerpt: Fund administration; BNY Mellon's alternative asset servicing; middle and back office, fund accounting for hedge funds and PE


entity_id: jpmorgan-investor-services

excerpt: Fund administration and custody; J.P. Morgan's global custody and fund administration; alternative asset servicing for institutional investors


entity_id: caceis

excerpt: Fund administration and custody; European asset servicer; fund administration, custody, and clearing for institutional investors


entity_id: vistra-fund-administration

excerpt: Fund administration; global fund administration for alternative assets; hedge funds, PE, and real estate fund services


entity_id: jtc-group

excerpt: Fund administration; institutional and private client fund services; alternative asset administration in Cayman, Luxembourg, and Jersey


entity_id: aztec-group

excerpt: Fund administration; private equity and hedge fund administration; Cayman Islands and European alternative asset services


entity_id: chorus-call-west-technology

excerpt: Investor relations technology; earnings call conferencing and IR event management for public companies and hedge funds


excerpt: Investor relations technology; capital markets CRM and IR analytics platform for public companies; investor targeting and engagement


entity_id: bloomberg-esg-solutions

excerpt: ESG data; Bloomberg Terminal ESG data module; 11,000+ company ESG scores integrated with financial data for institutional investors


entity_id: institutional-shareholder-services-iss

excerpt: ESG and governance data; proxy advisory services and corporate governance analytics; ISS ESG ratings for institutional investors


entity_id: glass-lewis

excerpt: ESG and governance; proxy advisory and corporate governance research for institutional investors; second largest proxy advisor


entity_id: predata

excerpt: Alternative data; geopolitical risk signals from web attention data; predictive indicators for country risk used by macro hedge funds


entity_id: accenture-applied-intelligence

excerpt: AI/ML for finance; enterprise AI and data science services for financial institutions; quant modeling and analytics consulting


entity_id: dun-bradstreet-finance-solutions

excerpt: Alternative data; business credit and firmographic data; supply chain risk and counterparty analytics for institutional investors


entity_id: wolfe-research

excerpt: AI/ML for finance; quant research and machine learning signals for institutional equity investors; factor model and signal research


entity_id: baupost-group-analytics-internal

excerpt: Internal quant platform; referenced as industry example; value-oriented quant analytics


entity_id: barclayhedge

excerpt: Hedge fund data; hedge fund database with performance, AUM, and strategy data; used by allocators and institutional investors


entity_id: hedge-fund-research-hfr

excerpt: Institutional data; HFRI index family; hedge fund performance benchmarks and industry statistics used by institutional allocators


entity_id: aite-novarica-group

excerpt: Research and advisory; financial services research and consulting; coverage of fintech, capital markets, and institutional technology vendors


entity_id: celent-oliver-wyman

excerpt: Research and advisory; capital markets technology research; OMS/EMS and data vendor benchmarking for institutional investors


entity_id: tortoise-credit

excerpt: Alternative data; alternative credit data signals for fixed income hedge funds; private credit and CLO market analytics


entity_id: aladdin-risk-blackrock-solutions

excerpt: Risk management; BlackRock Aladdin's risk analytics module; stress testing, VaR, and scenario analysis for institutional investors


entity_id: rimes-technologies

excerpt: Market data management; benchmark data and index data delivery platform; regulatory reporting and index data for institutional investors


entity_id: confluence-technologies

excerpt: Fund reporting and data management; regulatory reporting and performance analytics for asset managers and fund administrators


entity_id: fundcount

excerpt: Fund administration technology; partnership and fund accounting software; portfolio tracking and investor reporting for hedge funds and family offices


entity_id: advent-international-geneva-by-ss-c

excerpt: Portfolio accounting; SS&C Advent Geneva platform for hedge fund portfolio accounting; widely used front-to-back system


entity_id: eze-software-ss-c-eze

excerpt: OMS and portfolio management; SS&C Eze OMS for trade order management; widely deployed at hedge funds and asset managers


entity_id: imagine-software

excerpt: Risk management and OMS; cross-asset risk and portfolio management for hedge funds; real-time P&L and risk analytics


entity_id: sophis-finastra-kondor

excerpt: Portfolio management system; cross-asset front-to-back platform for hedge funds and banks; now part of Finastra


entity_id: statpro-confluence

excerpt: Portfolio analytics; performance measurement and risk analytics for asset managers; acquired by Confluence Technologies in 2020


entity_id: milestone-group

excerpt: Fund operations; fund lifecycle management and control platform; fund accounting controls and regulatory reporting for asset managers


entity_id: geneva-financial-ss-c-geneva

excerpt: Portfolio accounting system; multi-asset, multi-currency accounting for hedge funds; widely used back-office platform from SS&C Advent


entity_id: numerix

excerpt: Risk and derivatives analytics; cross-asset derivative pricing and risk management library; used by hedge funds and banks for structured products


entity_id: sungard-fis

excerpt: Financial technology; legacy trading and risk platforms now part of FIS; front-to-back solutions for institutional investors


entity_id: markit-edm-ihs-markit-s-p

excerpt: Data management; enterprise data management for financial services; reference data, pricing, and analytics now part of S&P Global


entity_id: pricoa-capital-pgim

excerpt: Data and analytics; PGIM's institutional investment analytics and fixed income research platform for institutional investors


entity_id: otc-global-holdings-otcgh

excerpt: Alternative data; commodity price discovery and market intelligence for OTC markets; used by commodity hedge funds


entity_id: databp

excerpt: Data marketplace; financial and alternative data licensing and distribution platform for institutional investors and hedge funds


entity_id: quic-analytics-now-part-of-bloomberg

excerpt: AI/ML for finance; quantitative investment analytics and signal research; acquired by Bloomberg for quant analytics capabilities


entity_id: the-benchmark-company

excerpt: Prime brokerage; equity capital markets and prime services; boutique prime brokerage for smaller hedge funds


entity_id: dash-financial-technologies

excerpt: Trade execution; options and equity execution analytics and technology; EMS and TCA tools for institutional options traders


entity_id: pragma-securities

excerpt: Trade execution; algorithmic trading and quantitative analytics; execution algorithms and TCA for institutional equity traders


entity_id: itg-now-virtu-itg

excerpt: Trade execution and analytics; institutional agency brokerage; TCA and execution analytics; acquired by Virtu Financial


entity_id: abel-noser-solutions

excerpt: Trade analytics; transaction cost analysis and portfolio analytics for institutional investors; independent TCA provider


entity_id: elkins-mcsherry

excerpt: Trade analytics; global commission management and TCA for institutional investors; broker vote and commission analysis


entity_id: virtu-financial-analytics

excerpt: Trade execution and analytics; market making and execution analytics; TCA and execution consulting for institutional investors


entity_id: fly-software-macro-hive

excerpt: AI/ML for finance; macro research and quantitative signals for institutional macro hedge funds


entity_id: trading-technologies-tt

excerpt: Trade execution; futures and derivatives trading platform; professional EMS for institutional futures traders and hedge funds


entity_id: cqg

excerpt: Trade execution and market data; futures trading technology with integrated market data for commodity and macro hedge funds


entity_id: stellar-trading-systems

excerpt: Trade execution; listed derivatives OMS for hedge funds and institutional traders; multi-asset execution management


entity_id: gl-trade-sungard-fis

excerpt: Trade execution OMS; global OMS for equities and fixed income; legacy platform now part of FIS financial technology


entity_id: portware-factset

excerpt: Trade execution EMS; multi-asset execution management system; acquired by FactSet in 2015; used by institutional asset managers


entity_id: liquidnet

excerpt: Trade execution; institutional dark pool and block trading network; large order matching for institutional equity investors


entity_id: iex-group

excerpt: Trade execution; investor exchange focused on fair market structure; institutional equity trading with speed bumps; data products


entity_id: instinet-nomura

excerpt: Trade execution; institutional agency broker and electronic trading; dark pool and algo execution for hedge funds


entity_id: markit-loan-settlement-ihs-markit

excerpt: Post-trade; leveraged loan settlement and confirmation platform; CLO and credit hedge fund post-trade operations


entity_id: cadis-ipreo-ihs-markit

excerpt: Data management; enterprise data management for capital markets; now part of IHS Markit/S&P Global data infrastructure


entity_id: asset-control-factset

excerpt: Data management; financial data management platform for pricing and reference data; acquired by FactSet; institutional data infrastructure


entity_id: smartstream-technologies

excerpt: Post-trade operations; reconciliation, cash management, and reference data management; used by banks and institutional investors


entity_id: gresham-technologies

excerpt: Post-trade operations; data integrity and reconciliation platform; ClearEdge platform for institutional investors and banks


entity_id: calypso-risk-nasdaq-adenza

excerpt: Risk management; real-time risk and P&L for derivatives and securities financing; acquired by Nasdaq via Adenza in 2023


entity_id: sas-financial-services-analytics

excerpt: Risk management; statistical analytics and risk modeling for financial institutions; credit risk, market risk, and compliance analytics


entity_id: prometeia

excerpt: Risk management; risk management software and advisory for European institutional investors; asset-liability management and ALM


entity_id: msci-barraone

excerpt: Portfolio risk analytics; MSCI's multi-asset class risk model and analytics platform; factor-based risk management for institutional investors


entity_id: quantlib

excerpt: Quant analytics; open-source derivatives pricing and risk library; widely used by quant developers at hedge funds and banks


entity_id: numerix-oneview

excerpt: Risk management; real-time cross-asset risk analytics for derivatives; XVA and counterparty credit risk for institutional investors


entity_id: dynare

excerpt: Quant analytics; macroeconomic modeling platform; DSGE models used by macro hedge funds and central bank researchers


entity_id: eviews

excerpt: Quant analytics; econometric analysis software; time series analysis for macro and fundamental quantitative research


entity_id: matlab-mathworks

excerpt: Quant analytics; mathematical computing platform widely used in quantitative finance for signal research and model development


entity_id: wrds-wharton-research-data-services

excerpt: Academic and institutional data; data aggregation platform hosting CRSP, Compustat, TAQ, and 300+ datasets for quant researchers


excerpt: Market data; historical US equity and bond price data from University of Chicago; benchmark dataset for quantitative research


entity_id: compustat-s-p-global

excerpt: Market data; fundamental financial data for global equities; primary data source for academic and institutional quantitative research


entity_id: ibes-i-b-e-s-via-refinitiv

excerpt: Market data; sell-side earnings estimates database; institutional brokers earnings estimates used for consensus and alpha research


entity_id: iq-capital-caxton-associates

excerpt: Quant analytics; internal research infrastructure; referenced as institutional quant research model


entity_id: beacon-platform

excerpt: Quant infrastructure; cloud-native quant development and deployment platform for banks and hedge funds; risk and analytics cloud


entity_id: kx-systems-kdb

excerpt: Data infrastructure; time-series database and vector analytics; KDB+ is the standard tick data platform at hedge funds and HFT firms


entity_id: arctic-man-group

excerpt: Data infrastructure; open-source time-series database for quantitative finance; versioned data storage for hedge fund research


entity_id: questdb

excerpt: Data infrastructure; open-source time-series database; high-performance tick data storage for quant hedge fund backtesting


entity_id: influxdb

excerpt: Data infrastructure; time-series database; used in hedge fund monitoring and market data pipelines


entity_id: cube-formerly-optimas

excerpt: Risk and compliance; enterprise treasury and risk management; collateral optimization and balance sheet analytics for institutional investors


entity_id: openlink-ion-group

excerpt: Commodity and energy trading; ETRM and risk management platform for commodity hedge funds; acquired by ION Group


entity_id: aspect-enterprise-solutions-ion-group

excerpt: Energy trading and risk; ETRM platform for commodity and energy trading; now part of ION Group


entity_id: triple-point-technology-hitachi

excerpt: Commodity trading analytics; ETRM and commodity risk management; supply chain analytics for commodity-focused institutional investors


entity_id: brady-technologies

excerpt: Commodity trading; ETRM and commodity risk management for metals and energy markets; used by commodity hedge funds


entity_id: roper-technologies-aderant-intellicheck

excerpt: Alternative data; healthcare analytics and transaction data; niche alternative datasets for healthcare-focused institutional investors


entity_id: veeva-systems

excerpt: Alternative data; pharmaceutical R&D data and clinical trial analytics; used by healthcare-focused hedge funds for biotech sector signals


entity_id: evaluate-ltd

excerpt: Alternative data; pharmaceutical and biotech commercial and clinical data; used by healthcare and biotech-focused hedge funds


entity_id: clarivate-analytics

excerpt: Alternative data; patent and IP analytics; scientific citation data used by innovation-focused hedge funds for technology sector research


entity_id: lexisnexis-risk-solutions

excerpt: Alternative data; legal and regulatory records, litigation tracking, and public records analytics for institutional due diligence


entity_id: bureau-van-dijk-moody-s

excerpt: Company data; Orbis global company database; private company financials and ownership data for institutional investor due diligence


entity_id: acuris-mergermarket

excerpt: Alternative data; M&A intelligence and deal sourcing database; private deal rumors and transaction data for event-driven hedge funds


entity_id: roper-greylock-deal-iq

excerpt: Alternative data; M&A and corporate event intelligence for event-driven hedge funds and institutional merger arbitrage strategies


entity_id: verifi-visa

excerpt: Alternative data; dispute and chargeback data analytics; merchant-level transaction trends used by consumer-focused hedge funds


entity_id: connexus-sievert-analytics

excerpt: AI/ML for finance; connectivity analytics for quantitative investment signals; institutional clients in equity long/short strategies


entity_id: gradient-ai

excerpt: AI/ML for finance; insurance and underwriting analytics; risk modeling for institutional investors in insurance-linked securities


entity_id: aylien

excerpt: AI/ML for finance; news intelligence API; NLP-based news categorization and sentiment for institutional investors and hedge funds


entity_id: amenity-analytics-s-p-global

excerpt: AI/ML for finance; earnings call NLP analytics; textual signals from management commentary for institutional equity investors


entity_id: prattle-liquidnet-refinitiv

excerpt: AI/ML for finance; central bank and earnings NLP sentiment; predictive signals from official communications for macro hedge funds


entity_id: yseop

excerpt: AI/ML for finance; natural language generation for financial reporting; automated narrative generation for institutional investment reports


entity_id: narrative-science-salesforce

excerpt: AI/ML for finance; NLG platform for automated financial narratives; acquired by Salesforce for data storytelling capabilities


entity_id: exabel

excerpt: Alternative data analytics; platform for integrating and backtesting alternative data signals; used by quant hedge funds for factor research


entity_id: aiera

excerpt: AI/ML for finance; real-time transcription and analysis of earnings calls and investor events; used by institutional equity investors


entity_id: smarsh

excerpt: RegTech compliance; communications archiving and supervision for financial services; electronic communications compliance for hedge funds


entity_id: global-relay

excerpt: RegTech compliance; cloud-based communications archiving and supervision; regulatory compliance for hedge funds and institutional investors


entity_id: nice-actimize

excerpt: RegTech compliance; financial crime and compliance technology; trade surveillance and AML for institutional investors and broker-dealers


entity_id: nasdaq-surveillance-smarts

excerpt: RegTech compliance; market surveillance and trade monitoring; exchange and institutional compliance monitoring platform


entity_id: citi-velocity-citi

excerpt: Market data and analytics; Citi's institutional digital platform for market data, analytics, and trade execution for clients


entity_id: jpm-markets-j-p-morgan

excerpt: Market data and execution; J.P. Morgan's institutional client platform for market data, analytics, and multi-asset execution


entity_id: goldman-sachs-marquee

excerpt: Market data and analytics; Goldman Sachs's digital platform for market data, risk analytics, and systematic strategies for institutional clients


entity_id: milken-institute-global-conference

excerpt: Annual conference held May in Beverly Hills/Los Angeles, CA. Organizer: Milken Institute. 4,000-5,000 attendees from 100 countries including private equity, hedge funds, banking, government, healthcare, technology, institutional LPs and global asset managers. The largest gathering of allocators in the world. Features senior leaders from Blackstone, Apollo, Bridgewater, Third Point. Focus: cross-se


excerpt: Annual alternative investment conference, now rebranded Context365 after Apex Group acquisition in 2022. Founded 2013. Pioneer of one-on-one summit format for alternative asset management. Held in Miami, FL. Connects allocators (family offices, fund-of-funds, pensions, endowments, foundations) with hedge funds, PE, private debt, private credit, VC, CTAs. Focus: hedge fund and alternative investmen


entity_id: battlefin-discovery-day

excerpt: Global event series by BattleFin. Multiple cities annually including New York, Miami, London. Curated one-on-one meeting events connecting alternative data providers and AI innovators with hedge funds, asset managers, quant funds, PE and VC firms. The largest alternative data cap intro events worldwide. Focus: alternative data, quantitative investing, AI for alpha generation. Attendees: quant hedg


entity_id: salt-conference-skybridge-alternatives

excerpt: Annual conference started 2009. Organizer: SkyBridge Capital, founded by Anthony Scaramucci. Held annually in May, historically Las Vegas NV and New York NY; international editions in Singapore, Tokyo, Abu Dhabi. Approximately 2,000 attendees. Focus: hedge funds, macroeconomics, geopolitics, alternative investments. Audience: hedge fund managers, institutional investors, policymakers, allocators.


entity_id: iconnections-global-alts-miami

excerpt: Annual conference held February in Miami, FL. Organizer: iConnections in partnership with MFA (Managed Funds Association). 3,000+ attendees. Audience: institutional allocators, hedge fund managers, PE managers, private credit, VC, real estate, infrastructure, digital assets. Features curated 1-on-1 meetings and panels. Focus: alternative investment capital introduction, GP-LP connectivity across a


entity_id: iconnections-global-alts-new-york

excerpt: Annual conference held June in New York City. Organizer: iConnections in partnership with MFA. 1,000+ institutional allocators and fund managers. Held at The Glasshouse, NYC. Covers hedge funds, PE, private credit, VC, real assets. Focus: capital introduction, manager selection, alternative investments networking. Part of the iConnections Global Alts series spanning Miami, NY, and Asia.


entity_id: iconnections-global-alts-asia

excerpt: Annual conference held in Singapore in November. Organizer: iConnections in partnership with MFA. 500+ attendees including 300+ LPs. Covers hedge funds, PE, private credit, real assets with APAC allocator focus. Focus: connecting Asian and global LPs with alternative investment managers. Part of iConnections Global Alts series.


entity_id: aima-global-investor-forum

excerpt: Annual conference now in 12th edition (2026). Organizer: AIMA (Alternative Investment Management Association). Held October in Toronto (Ritz-Carlton). 520+ delegates from 20 countries, 42% institutional investors. Audience: institutional allocators, alternative asset managers, hedge fund professionals. Focus: alternative investment thought leadership, hedge fund industry standards, regulatory deve


entity_id: mfa-network-miami

excerpt: Annual flagship conference of MFA (Managed Funds Association). Held in Miami, FL. Audience: institutional investors, hedge fund managers, allocators, service providers. Focus: hedge fund industry networking, capital introduction, allocator-manager meetings, regulatory policy, best practices. MFA hosts 8 annual global conferences total. Audience: thousands of institutional investors, asset managers


entity_id: hedge-fund-association-annual-events

excerpt: Annual series of events by the Hedge Fund Association (HFA), an international not-for-profit trade and lobbying organization. Events include HFA Holiday Party (New York), HFA Annual Mardi Gras (Miami). Partners with Gaining the Edge. Focus: alternative investment managers, investors, industry executives networking. Audience: hedge fund managers, allocators, service providers.


excerpt: Annual one-day conference presented by CNBC and Institutional Investor. Held in New York City. Focus: hedge fund managers and large institutional investors sharing market insights and investment ideas. Audience: top hedge fund managers, largest global investors, political and economic commentators. Premium gathering for the upper tier of the hedge fund industry.


entity_id: institutional-investor-alpha-edge

excerpt: Annual invitation-only forum by Institutional Investor. Global editions across Americas, Europe, Asia. Audience: leading institutional LPs and GPs reshaping private and alternative markets. Focus: private markets, alternative investments, LP-GP dialogue. By invitation only for senior decision makers.


entity_id: superreturn-international

excerpt: Annual private equity conference held June in Berlin, Germany (InterContinental Berlin). Organizer: Informa Connect. 6,000+ attendees, 2,000+ LPs and 3,000+ GPs. LPs bring $50 trillion AUM including pension funds, endowments, insurance, sovereign wealth funds, family offices. 82% of the world's largest PE firms attend. 323 speakers. 81% of audience are C-level/partners/directors. The premier globa


entity_id: superreturn-north-america

excerpt: Annual conference held March in Miami, FL (InterContinental Hotel). Organizer: Informa Connect. 800+ senior decision-makers including 250+ LPs and 350+ GPs from 30+ countries. Focus: private equity, private debt, venture capital, private wealth. North America's leading private markets conference. Features SuperReturn Allocate GP-LP matchmaking platform.


entity_id: gaim-ops-cayman

excerpt: Annual conference held April in Grand Cayman. Organizer: Informa Connect. 700+ senior attendees from 420+ hedge funds, private capital firms, and institutional investors. Focus: alternative investment operations, regulatory compliance, automation, technology, risk management, cyber protection, ODD. Audience: COOs, CFOs, GCs, CTOs from hedge funds and PE firms. The #1 alternative investment operati


entity_id: gaim-ops-west

excerpt: Annual conference held October at Waldorf Astoria Monarch Beach, Dana Point, California. Organizer: Informa Connect. 350+ senior leaders from hedge funds, PE, VC, institutional investors. Focus: alternative investment operations, fund operations, compliance, technology. West Coast counterpart to GAIM Ops Cayman. Audience: operational executives from alternative investment firms.


entity_id: caia-annual-conference

excerpt: Annual conference of the CAIA (Chartered Alternative Investment Analyst) Association, headquartered in Amherst, MA. Focus: alternative investment education, industry standards, professional development for alternative investment professionals. Audience: CAIA charterholders, allocators, asset managers across hedge funds, PE, real assets. International scope with events in multiple regions.


entity_id: cfa-institute-annual-conference

excerpt: Annual conference of the CFA Institute, the global association of investment professionals. 2025 held in Chicago; 2026 held June in Syracuse, NY. Attendees: CFA charterholders, portfolio managers, research analysts, risk managers, allocators globally. Focus: investment management, portfolio construction, capital markets, ethics. Audience spans institutional investors, asset managers, hedge fund an


entity_id: ilpa-summit

excerpt: Annual conference held November in New York City. Organizer: ILPA (Institutional Limited Partners Association). 3-day event. 100+ limited partners from around the world, 75 established GPs and ~15 emerging managers. Focus: LP-GP relationship building, PE industry standards, fund governance, co-investment. The only LP-GP convening hosted by ILPA. Premier institutional PE summit.


entity_id: ilpa-forum-emea

excerpt: Annual conference by ILPA (Institutional Limited Partners Association) focused on the European, Middle East, and Africa private equity market. Audience: European and EMEA-based LPs and GPs. Focus: PE industry standards, LP governance, fund terms, regulatory developments in EMEA. Flagship ILPA event for the European PE community.


entity_id: sohn-investment-conference

excerpt: Annual conference held May in New York City. Organizer: Sohn Conference Foundation. Now in its 31st year (2026). 800-1,000 attendees. Admission $2,000 per ticket. Audience: hedge fund managers, institutional investors. Format: top hedge fund managers pitch long and short investment ideas. Features Next Wave Sohn for emerging managers. 100% of profits support pediatric cancer research. Focus: equit


excerpt: Annual conference held February in Miami Beach, FL (Fontainebleau). Organizer: Fund Finance Association. 15th edition in 2026 with nearly 3,000 registrants. Audience: investors, fund managers, bankers, lawyers, credit rating agencies, lenders. Focus: subscription credit facilities, NAV financing, hybrid structures, fund finance. The leading global gathering for fund finance market participants. PE


excerpt: Annual conference organized by Agecroft Partners. Held in New York City (Roosevelt Hotel) and Chicago. 650 hedge fund professionals including 300+ of the world's most influential hedge fund investors. Unique format: features hedge fund investors (pensions, endowments, foundations, consultants, fund of funds) as panelists rather than managers. 11 panels, 6 hours networking. 100% of profits donated


excerpt: Annual conference (20th year in 2026) held April at Fairmont Century Plaza, Los Angeles. Organizer: With Intelligence (part of S&P Global). 300+ attendees, 200+ LPs. Flagship gathering for North America's senior institutional investors (pension funds, endowments, foundations), fund managers, and advisers. 2:1 investor-to-manager ratio. Focus: institutional portfolio construction, manager selection


entity_id: battle-of-the-quants

excerpt: Annual series of quantitative investment conferences created 2006, first event 2007. Organizer: Battle of the Quants Worldwide. Held in New York City, London, Tokyo, Singapore, Hong Kong. Annual NYC event spring, London October (Royal Automobile Club). Audience: quantitative hedge fund managers, systematic traders, HNW individuals, family offices, fund of funds, institutional investors, data provi


entity_id: hedgeweek-european-summit

excerpt: Annual conference held in London (etc.venues County Hall). Organizer: Hedgeweek. Audience: hedge fund managers, allocators, industry leaders. Two streams: Investment Alpha (front-office excellence, capital raising) and Operational Alpha (fund infrastructure, technology). Features roundtables, fireside chats, peer breakout sessions, panels. Focus: hedge fund performance, capital raising, operations


entity_id: hedgeweek-us-summit

excerpt: Annual conference held in New York City (Convene, 237 Park Avenue). Organizer: Hedgeweek. Audience: senior hedge fund managers, allocators, institutional investors. Focus: hedge fund performance, operational excellence, capital raising, technology. Features high-impact programming including roundtables, fireside chats, panels. Screened registrations for qualified participants.


entity_id: hedgeweek-us-emerging-managers-summit

excerpt: Annual conference by Hedgeweek focused on emerging and smaller hedge fund managers. Held in New York. Audience: COOs, CFOs, GCs, CTOs from funds under $1bn AUM; allocators; service providers. 100+ C-suite leaders per event. Operates under Chatham House Rule. Focus: operational challenges, capital raising, investor relations for boutique hedge funds. Part of Hedgeweek's awards and recognition progr


excerpt: Annual conference by Hedgeweek focused on European emerging and boutique hedge fund managers. Held in London. Audience: COOs, CFOs, CTOs from European emerging managers; allocators; service providers. 100+ C-suite leaders. Operates under Chatham House Rule. Focus: operational excellence, fundraising, regulatory compliance for European small/mid-sized hedge funds.


excerpt: Annual conference held March in Los Angeles, CA. Organizer: Markets Group. West Coast gathering for family offices, pension funds, endowments, foundations, wealth managers, private bankers, insurance funds, healthcare organizations. Covers all alternative investment strategies: hedge funds, credit, private debt, liquid alts, distressed, ABS/RMBS, global macro, managed futures, commodities, real as


excerpt: Annual conference in Chicago, IL. Organizer: Markets Group in partnership with CAIA Association and CFA Society Chicago. Education-focused alternative investment event for the Midwest investor community. Audience: pension funds, endowments, family offices, institutional investors. Focus: all alternative strategies including hedge funds, private equity, credit. Covers Midwest institutional allocato


excerpt: Annual conference in New York City. Organizer: Markets Group in partnership with CAIA Association and CFA Society New York. Education-focused alternative investment event. Audience: institutional investors, allocators, family offices. Focus: all alternative strategies including hedge funds, PE, private credit, real assets. Covers New York-based institutional allocator community.


excerpt: Annual conference held December in Miami, FL. Organizer: Markets Group. Education-focused alternative investment gathering. Audience: family offices, pension funds, endowments, foundations, wealth managers in the Southeast and Latin America. Focus: hedge funds, private equity, private credit, real assets, alternative strategies. Part of Markets Group ALTS regional conference series.


excerpt: Annual conference by Markets Group. Held in Chicago/Midwest region. Audience: family offices, pension funds, endowments, foundations, consultants, fund of funds across Illinois, Michigan, Wisconsin, Indiana, Minnesota, Ohio, Iowa, Missouri. 100+ institutional investors and family offices. Focus: hedge funds, credit investing, alternative investment allocation for Midwest institutions.


excerpt: Annual conference in Washington DC. Organizer: Markets Group. Audience: institutional allocators, family offices, pension funds, endowments, foundations in the Mid-Atlantic region. Focus: alternative investment strategies including hedge funds, private equity, private credit, real assets. Regional institutional allocator gathering.


entity_id: capital-allocators-cio-summit

excerpt: Annual invitation-only summit held April. Organizer: Capital Allocators (Ted Seides). 100 senior decision-makers from allocator and manager organizations. No speeches, panels, or 1-on-1 meetings - only small group strategic discussions. Format: discussion on investing, organizations, and leadership. Strict vetting: 'no assholes' policy. Focus: CIO-level dialogue on institutional investment managem


excerpt: Annual invitation-only summit held June. Organizer: Capital Allocators (Ted Seides). Senior decision-makers from allocator and manager organizations. Small group strategic discussions format. Focus: senior portfolio manager and CIO-level dialogue on investment management. Invitation only, highly curated audience of institutional investors and managers.


excerpt: Annual invitation-only summit held September. Organizer: Capital Allocators (Ted Seides). Focus on small and emerging manager ecosystem within institutional investment. Audience: emerging fund managers and institutional allocators who allocate to smaller managers. Small group discussion format on challenges and opportunities for emerging managers.


entity_id: pei-nexus

excerpt: Annual private markets summit held February/March in Orlando, FL (JW Marriott Orlando Grande Lakes); 2027 moving to Scottsdale, AZ. Organizer: Private Equity International (PEI Group). 400+ senior leaders, 2:1 investor-to-manager ratio. Audience: institutional LPs, private wealth allocators, GPs, family offices, emerging managers, consultants. Features 1-on-1 meeting platform, roundtables, golf to


excerpt: Annual conference held September in New York City (10 Hudson Yards). Organizer: Private Equity International (PEI Group). 13th edition in 2026. 200+ active allocators. Focus: private debt, direct lending, CLOs, private credit, distressed debt. Audience: institutional LPs, debt fund managers, banks, insurance companies. Premier North American private credit event.


entity_id: pdi-europe-forum-private-debt-investor

excerpt: Annual conference held May in London. Organizer: PEI Group. 100+ LPs plus senior private credit professionals. Focus: direct lending, CLOs, private credit, European private debt markets. Audience: European institutional investors, debt fund managers, banks. Premier European private credit conference.


excerpt: Annual conference by PEI Group held in New York. Focus: private equity operating partners, value creation, portfolio company operations. Audience: PE operating partners, portfolio company CEOs, PE GPs. Focus on execution-led value creation strategies within private equity portfolios.


entity_id: pei-impact-investor-global-summit

excerpt: Annual conference held May in London. Organizer: PEI Group. 700+ leaders in impact and transition investing. Focus: ESG, impact investing, sustainable private capital, energy transition. Audience: impact-focused institutional investors, PE fund managers, family offices. 5th annual edition in 2026.


excerpt: Annual conference held June in New York City. Organizer: PEI Group. 500+ participants. Focus: diversity and inclusion in PE, real estate, infrastructure, private credit. Cross-asset-class conference. Audience: women professionals and allies in private markets.


excerpt: Annual conference started 2012. Held January at The Ritz Carlton, Seven Mile Beach, Grand Cayman. Intimate gathering 500+ delegates. Audience: hedge fund managers, family offices, endowments, foundations, pensions, PE firms, consultants, service providers. Focus: alternative investment trends, economic outlook, industry debates in an intimate setting. Known for high-profile keynote speakers includ


excerpt: Annual conference organized by Bloomberg. Focus: hedge fund industry, alternative investment managers, asset management, technology applications. Audience: hedge fund managers, allocators, institutional investors, technology providers. Covers AI in investment processes, fund operations, capital raising, alternative investment strategies.


excerpt: Annual conference by Bloomberg. Focus: launching and growing hedge funds and alternative investment firms. Audience: emerging hedge fund managers, alternative investment entrepreneurs. Topics: fundraising, AI for investment processes, fund operations, differentiated strategy development. Covers the early-stage fund launch ecosystem.


excerpt: Annual private equity conference held April in Amsterdam, Netherlands. Organizer: 0100 Conferences. 650+ LPs and GPs. Intimate setting with limited capacity ensuring senior-level participation. Balanced LP-to-GP ratio. Audience: European PE and VC LPs, GPs, advisors, policy makers. Side events include LP breakfasts, family office aperitivos, fund of funds dinners, PE pitch events.


excerpt: Annual conference by 0100 Conferences for the DACH region (Germany, Austria, Switzerland) private equity and VC industry. 350+ industry professionals. 2-day business and networking event. Audience: LPs and GPs in Germany, Austria, Switzerland. Focus: PE and VC investing in the DACH region.


excerpt: Annual conference by 0100 Conferences focused on Central and Eastern Europe private equity and venture capital. 12+ editions. Audience: LPs and GPs active in CEE region. Focus: PE and VC investment trends in Central and Eastern European markets.


excerpt: Annual conference by 0100 Conferences focused on Mediterranean region private equity and VC. Audience: LPs and GPs interested in Mediterranean market including Southern Europe and North Africa. Focus: PE and VC opportunities in Mediterranean economies.


entity_id: talking-hedge-annual-conference

excerpt: Annual conference founded by Meg Bode with 25+ years in alternative investment event production. 9th annual edition held in Austin, TX, May. Audience: hedge fund managers, institutional asset owners, allocators, service providers, academics. Format: two-day event stimulating dialogue between investors and managers. Focus: portfolio protection, risk management, alternative investment strategies, gl


entity_id: ayu-family-office-summit-new-york

excerpt: Annual boutique conference by AYU for family offices. Held in New York City. 100+ family offices representing billions in capital. Format: 1-on-1 meetings, open pitches, networking sessions. Audience: vetted AYU Approved family offices, select alternative fund GPs (limited to 15 firms). Focus: alternative investment discovery, GP-family office connectivity.


entity_id: ayu-family-office-summit-london

excerpt: Annual boutique conference by AYU for family offices. Held in central London. 100+ family offices. Format: 1-on-1 meetings, investment pitches, networking. Audience: vetted family offices and select alternative fund managers. Focus: alternative investment opportunities for family office allocators in Europe.


entity_id: ayu-family-office-summit-miami

excerpt: Annual boutique conference by AYU for family offices. Held in Miami, FL. Audience: vetted family offices and select GP participants. Format: intimate networking, 1-on-1 meetings, investment pitches. Focus: alternative investments, hedge funds, private equity for family office allocators in the Southeast US and Latin America.


entity_id: beyond-summit-allocate

excerpt: Annual invite-only conference by Allocate.co started 2023. Held May in California (Carlsbad, CA area). 250+ GPs, LPs, and Family Offices from 80+ cities across 7 countries. LP Day precedes main summit. Audience: venture GPs, family offices, LPs in private markets and innovation economy. Focus: succession planning in VC, multi-asset approaches, private markets innovation. Connects venture investors


entity_id: wharton-global-allocators-summit

excerpt: Annual conference by Wharton School (University of Pennsylvania) Harris Family Alternative Investments Program. Held on or near Wharton campus. Focus: connecting institutional allocators, family offices, and investment professionals. Audience: Wharton alumni in investment management, institutional investors, allocators. Academic and practitioner dialogue on alternative investments.


excerpt: Annual summit by AIMA (Alternative Investment Management Association). London edition among the leading alternative investment management summits globally. Audience: hedge fund managers, institutional allocators, private equity professionals, family offices, service providers. Focus: alternative investment trends, regulatory environment, institutional allocation to alternatives.


entity_id: aima-australia-annual-forum

excerpt: Annual conference by AIMA Australia. Australia's flagship alternative investment conference. Audience: Australian and Asia-Pacific institutional investors, hedge fund managers, PE firms, family offices. Focus: alternative investments in the APAC context, regulation, performance, capital allocation.


entity_id: lse-alternative-investment-conference

excerpt: Annual student-organized conference at the London School of Economics. One of Europe's largest student-run investment conferences. Audience: students, early-career professionals, hedge fund and PE professionals. Focus: alternative investments, hedge fund strategies, PE and VC, career development. Draws senior industry speakers.


entity_id: hedgeweek-funds-of-the-future

excerpt: Annual conference by Hedgeweek. Held in New York City (Convene, 237 Park Avenue). Focus: next-generation hedge fund strategies, emerging managers, technology in fund management, digital assets. Audience: emerging and innovative hedge fund managers, institutional investors considering next-gen strategies, service providers. Forward-looking focus on evolving hedge fund industry.


excerpt: Annual summit by With Intelligence. Audience: hedge fund managers who have crossed the $1 billion AUM threshold, institutional allocators. Focus: fund management at scale, LP relations, investment strategy, operational infrastructure. Invitation-oriented event for established hedge fund managers and their allocators.


entity_id: texas-alternatives-conference-mfa

excerpt: Annual conference organized by MFA (Managed Funds Association). Held in Texas. Audience: Texas-based institutional investors (pension funds, endowments, foundations), hedge fund and alternative investment managers. Focus: alternative investments for Texas institutional allocators, hedge fund strategies, PE and private credit. Regional MFA alternative investment event.


entity_id: future-alpha-conference

excerpt: Annual conference held March-April in New York City. Focus: next-generation investment strategies, systematic and quantitative investing, alternative data. Audience: hedge fund managers, quant investors, allocators exploring emerging investment approaches. Focus on the future of alpha generation across hedge fund and asset management industry.


entity_id: return-stacked-symposium

excerpt: Annual conference held October in Chicago, IL. Focus: portfolio construction using return stacking, managed futures, alternative risk premia. Audience: RIAs, family offices, institutional investors, managed futures and CTA managers. Focus: diversification strategies, return stacking techniques, managed futures allocation.


entity_id: asset-management-derivatives-forum-amdf

excerpt: Annual conference held February in Austin, TX. Focus: derivatives in asset management, risk management, derivatives-based strategies for institutional investors. Audience: derivatives desks at hedge funds, asset managers, institutional investors, banks. Focus: options strategies, derivatives for portfolio construction, volatility management.


entity_id: hfa-emerging-managers-coo-summit

excerpt: Annual invitation-only summit held February in New York City. Organizer: With Intelligence / Hedgeweek. Strictly by invitation for senior operational executives from hedge funds under $1bn AUM. Audience: COOs, CFOs, General Counsels, CTOs from emerging/boutique hedge funds. Focus: operational challenges, compliance, technology, investor relations for sub-$1bn funds.


entity_id: allocator-collective-annual-events

excerpt: Annual events by Allocator Collective. Focused exclusively on institutional allocators. Audience: institutional investors, endowments, foundations, family offices, pensions, sovereign wealth funds. Focus: peer learning among allocators, portfolio construction, manager selection, asset allocation, emerging strategies.


excerpt: Annual conference organized by Goldman Sachs. Held annually in New York. Audience: financial services executives from banks, asset managers, insurance companies, PE firms (State Street, Lazard, Brookfield, TPG, PNC, U.S. Bancorp). Format: investor days and presentations by public financial firms. Focus: financial services sector investing, capital markets, asset management strategy, earnings outlo


entity_id: avca-annual-conference-vc-summit

excerpt: Annual conference held April/May, 2026 edition in Nairobi, Kenya. Organizer: AVCA (African Venture Capital Association). Africa's leading private equity and venture capital conference. Audience: African and global PE and VC LPs and GPs, institutional investors, development finance institutions. Focus: African PE and VC investment trends, fundraising, impact investing in Africa.


entity_id: gpca-asia-members-meeting

excerpt: Annual conference held September in Singapore. Organizer: GPCA (Global Private Capital Association). Audience: Asian PE and VC fund managers and LPs. Focus: private equity and venture capital investment in Asia, LP-GP dialogue, regulatory environment. Regional gathering for Asian private capital markets participants.


excerpt: Annual conference by PEI Group. Audience: next-generation private market investors, emerging LPs, institutional investors new to private markets, innovative private capital strategies. Focus: democratization of private markets, retail access to PE and private credit, new investor segments entering alternatives.


entity_id: private-equity-wire-us-summit

excerpt: Annual one-day summit held November in New York City. Free attendance format. 300+ attendees including 100+ LPs. Audience: US private equity community including LPs, GPs, service providers. Focus: US PE market trends, fund performance, regulatory environment, LP-GP dialogue.


entity_id: private-equity-boston-forum

excerpt: Annual conference held September-October in Boston, MA. Audience: institutional investors and PE managers in New England and beyond. Focus: private equity education, manager selection, portfolio construction. LP-GP dialogue in the New England institutional investor community.


excerpt: Annual conference held September in London. Organizer: Markets Group. Audience: UK and European institutional investors, family offices, PE, infrastructure, hedge fund, real assets professionals. Broad cross-section of UK and European allocators across all alternative asset classes. Focus: alternative investment strategies for UK/European institutional allocators.


entity_id: private-equity-insights-benelux

excerpt: Annual conference held September in Amsterdam, Netherlands. Audience: PE professionals in Belgium, Netherlands, Luxembourg. Focus: private equity and VC investing in the BeNeLux region, deal activity, LP fundraising. Regional gathering for BeNeLux PE community.


entity_id: superventure-berlin

excerpt: Annual venture capital conference held June in Berlin, Germany alongside SuperReturn International. Organizer: Informa Connect. Audience: European and global VC LPs and GPs. Focus: venture capital fundraising, LP-GP dialogue in VC, emerging technology investment trends. Leading European VC conference for LP-GP connectivity.


entity_id: acg-new-york-family-office-gp-lp-summit

excerpt: Annual conference by ACG (Association for Corporate Growth) New York as part of the Middle Market Week. Held in New York City. Audience: family offices, PE GPs and LPs, middle market investors. Focus: middle market PE, family office allocation to PE, M&A and deal sourcing. Part of ACG's larger annual conference programming.


excerpt: Annual conference by With Intelligence / Pension Bridge. Focused on private credit allocation by institutional investors. Audience: pension funds, endowments, foundations, family offices, private credit fund managers. Focus: direct lending, mezzanine, CLOs, specialty finance, private credit portfolio construction.


entity_id: pension-bridge-alternatives-conference

excerpt: Annual conference by With Intelligence / Pension Bridge. Focused on alternatives allocation by institutional investors. Audience: pension funds, endowments, foundations, institutional allocators, alternative fund managers. Focus: portfolio construction with alternatives including PE, hedge funds, real assets, private credit.


entity_id: opalesque-roundtable-series

excerpt: Annual series of roundtable events by Opalesque. Held in multiple financial centers: New York, London, Geneva, Nordic region. Audience: leading hedge fund managers and local institutional investors (pensions, fund of funds, advisors). Focus: hedge fund strategies specific to each financial center, emerging opportunities, manager-allocator dialogue. Covers 20+ global financial hubs annually.


excerpt: Annual conference by With Intelligence. Audience: top 50 alternative investment allocators, fund managers, institutional investors. Focus: alternative investment trends, allocation decisions, portfolio construction across PE, hedge funds, real assets. Curated event for the most senior alternative investment professionals.


entity_id: hfa-annual-mardi-gras-miami

excerpt: Annual event by the Hedge Fund Association held in Miami, FL. Seaside gathering with music, cocktails, networking. Audience: alternative investment managers, investors, senior industry executives. Informal networking and relationship building for the hedge fund and alternatives community.


entity_id: hfa-holiday-party-new-york

excerpt: Annual event by the Hedge Fund Association held in New York City. Evening cocktail event for the alternative investment community. Audience: hedge fund managers, allocators, service providers, HFA members. Focus: year-end networking and relationship building for the NYC alternative investment industry.


entity_id: lpgp-connect-events

excerpt: Annual series of events by LPGP Connect platform. Focused on LP-GP connectivity in private markets. Audience: institutional LPs, private equity and private credit GPs, family offices. Format: curated meeting events and conferences. Focus: LP-GP meeting facilitation for private capital fundraising.


excerpt: Annual forum focused on emerging manager fundraising. Organizer: DiligenceVault. Audience: emerging hedge fund and PE managers (sub-$500M AUM), allocators who invest in emerging managers, seeding platforms. Focus: due diligence practices, capital raising challenges for emerging managers, technology for fund due diligence.


entity_id: altss-family-office-and-lp-conference

excerpt: Annual conference focused on family office and LP community. Platform: Altss. Audience: family offices, institutional LPs, fund managers. Focus: family office investment strategies, alternatives allocation, direct investing, co-investment. Complete annual calendar targeting fund managers and allocators.


entity_id: fintrx-family-office-conference

excerpt: Annual conference organized by FinTrx. Focused on family office investment community. Audience: family offices (single family offices and multi-family offices), alternative fund managers, service providers. Focus: family office investment strategies, alternatives allocation, wealth management, direct investments.


excerpt: Annual conference for emerging fund managers. Audience: emerging hedge fund and PE managers, allocators who back emerging managers, seeding platforms. Focus: fundraising for sub-$500M managers, allocator due diligence processes, investor relations best practices for emerging funds.


excerpt: Annual conference profiling top 35 private equity events. Audience: PE dealmakers, institutional investors, operating partners, advisory firms. Focus: private equity deal sourcing, portfolio company operations, LP relations, private equity investing. Aggregator of PE conference intelligence.


excerpt: Annual resource and associated events for private equity conference intelligence. Audience: PE professionals, fund marketers, investor relations teams, institutional allocators. Focus: PE conference strategy, LP-GP meeting optimization, conference attendance planning across all major PE events.


excerpt: Annual conference focused on Asia Pacific alternative investments. Audience: Asian institutional investors, family offices, alternative fund managers with Asia exposure. Focus: APAC-specific alternative investment strategies including PE, hedge funds, real assets, private credit with Asian allocation angle.


entity_id: avca-vc-summit-africa

excerpt: Annual venture capital summit in Africa, co-located with AVCA Annual Conference. Organizer: AVCA. Audience: African VC managers, global venture investors with Africa interest, DFIs, impact investors. Focus: African startup ecosystem, venture capital fundraising, emerging market VC trends.


entity_id: imn-east-coast-hedge-fund-conference

excerpt: Annual conference by IMN (Information Management Network). Held on the East Coast of the US. Audience: hedge fund managers, institutional investors, allocators. Focus: hedge fund strategies, operational due diligence, investor relations, regulatory compliance. Part of IMN's series of financial conferences.


entity_id: imn-west-coast-hedge-fund-conference

excerpt: Annual conference by IMN (Information Management Network). Held on the West Coast of the US. Audience: hedge fund managers, West Coast institutional investors, family offices, foundations, endowments. Focus: hedge fund strategies, alternative investments, West Coast allocator community dialogue.


entity_id: preqin-alternative-assets-summit

excerpt: Annual summit by Preqin, the leading alternative assets data provider. Global editions. Audience: institutional investors, PE and hedge fund managers, family offices, consultants. Focus: alternative assets data and intelligence, performance benchmarking, fundraising trends, LP-GP market intelligence. Leverages Preqin's proprietary data for industry insights.


excerpt: Annual academic and practitioner conference at UNC Kenan-Flagler Business School (Frank Hawkins Kenan Institute). 17th annual edition in 2026. Audience: institutional investors, endowments, fund managers, academics, students. Focus: alternative investments research, endowment allocation, PE and hedge fund academic perspectives.


entity_id: elite-wealth-advisor-symposium

excerpt: Annual symposium held February in Scottsdale, AZ. Audience: elite wealth advisors, RIAs, family offices, private banking professionals. Focus: alternative investment strategies for high-net-worth clients, managed futures, hedge funds, PE for private wealth channel. Bridges institutional alternatives to private wealth management.


entity_id: caia-alts-conference-series

excerpt: Annual conference series co-organized by CAIA Association in partnership with local CFA societies and Markets Group. Multiple US cities including New York, Chicago, Los Angeles. Audience: CAIA charterholders, CFA members, institutional investors. Focus: alternative investment education, portfolio construction, alternative strategy evaluation. Professional development for alternative investment pro


excerpt: Annual investor conference organized by Deutsche Bank for the consumer sector. Held in Europe (Paris/London). Audience: institutional investors, hedge funds, long-only funds, consumer sector company management teams. Focus: consumer sector equity investing, company presentations, sector outlook. Buy-side focused sector conference attended by hedge fund analysts and PMs.


entity_id: jp-morgan-healthcare-conference

excerpt: Annual healthcare industry conference organized by JP Morgan. Held January in San Francisco, CA. 40+ year history. Largest and most attended annual healthcare investment symposium globally. Audience: healthcare company management, institutional investors, hedge funds, biotech and pharma investors, healthcare PE. Thousands of attendees and hundreds of presenting companies. Key event for healthcare-


entity_id: informa-connect-gaim-international

excerpt: Annual global alternative investment management conference by Informa Connect. Audience: hedge fund managers, institutional allocators, global asset managers, family offices. Focus: global macro, quantitative strategies, alternative investment management, risk management. Part of Informa's GAIM family of alternative investment conferences.


excerpt: Annual conference by HedgeCo.Net, the hedge fund directory and investor network. Audience: hedge fund managers, allocators, investors, service providers. Focus: hedge fund marketing, investor relations, alternative investment strategies, fund operations. Community event for the broader hedge fund ecosystem.


entity_id: savvy-investor-alternatives-conference

excerpt: Annual conference by Savvy Investor, the professional investment research network. Audience: institutional investors, pension funds, endowments, family offices, alternative fund managers. Focus: alternative investment thought leadership, research sharing, institutional allocation to hedge funds and PE. Connects research and practice in alternative investing.


entity_id: fundingstack-alternatives-summit

excerpt: Annual summit by FundingStack platform. Audience: emerging fund managers, institutional allocators who focus on smaller managers, placement agents. Focus: 25 must-attend events for emerging managers, fundraising strategy, cap intro optimization, allocator access for sub-$500M funds.


entity_id: tci-fund-management

excerpt: The Children's Investment Fund Management, $77B AUM, London UK, Chris Hohn founder, concentrated activist/long-only, #1 net returns 2025 $18.9B


entity_id: chris-hohn

excerpt: Founder and CIO of TCI Fund Management, top hedge fund performer 2025 $18.9B net return


entity_id: bridgewater-associates

excerpt: Macro hedge fund $89.6B AUM, Westport CT, Ray Dalio founder, Pure Alpha II returned 34% in 2025


entity_id: ray-dalio

excerpt: Founder of Bridgewater Associates, macro hedge fund, stepped back from board 2025


entity_id: d-e-shaw-group

excerpt: Quantitative/multi-strategy hedge fund, New York NY, David Shaw founder, $12.7B net returns 2025


entity_id: david-shaw

excerpt: Founder of D.E. Shaw Group, quantitative/multi-strategy hedge fund


entity_id: crescat-capital

excerpt: Global macro hedge fund, Denver CO, Otavio Costa portfolio manager


entity_id: otavio-costa

excerpt: Portfolio Manager at Crescat Capital, global macro, top 10 performer Preqin database 2025


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

entity_type: edge

excerpt: Founder


entity_id: ares-management

excerpt: Alternative asset manager $500B+ AUM, Los Angeles CA, credit/PE/real estate. Michael Arougheti CEO


entity_id: michael-arougheti

excerpt: Co-founder and CEO of Ares Management, $500B+ alt asset manager


entity_id: antony-ressler

excerpt: Co-founder and Executive Chairman of Ares Management


entity_id: kipp-deveer

excerpt: Co-President of Ares Management, credit specialist, named 2025


entity_id: blair-jacobson

excerpt: Co-President of Ares Management, European markets focus, named 2025


entity_id: mitchell-goldstein

excerpt: Co-Head of Credit Group at Ares Management since 2017


entity_id: michael-smith


entity_id: peter-ogilvie

excerpt: Chief Operating Officer of Ares Management, named 2025


entity_id: oaktree-capital-management

excerpt: Credit/distressed PE firm $190B+ AUM, Los Angeles CA, acquired by Brookfield Oct 2025. Howard Marks co-founder


entity_id: howard-marks

excerpt: Co-founder and Co-Chairman of Oaktree Capital Management, renowned distressed debt investor


entity_id: bruce-karsh

excerpt: Co-founder, Co-Chairman and CIO of Oaktree Capital Management


entity_id: armen-panossian

excerpt: Co-CEO of Oaktree Capital Management since Q1 2024


entity_id: robert-o-leary


entity_id: brookfield-asset-management

excerpt: Alternative asset manager $1T+ AUM, Toronto Canada, PE/real assets/credit/infrastructure. Acquired Oaktree Oct 2025


entity_id: blue-owl-capital

excerpt: Alternative asset manager $235B+ AUM, New York NY, private credit/GP solutions/real estate


entity_id: vista-equity-partners

excerpt: Software-focused PE firm $100B+ AUM, Austin TX, Robert F. Smith founder


entity_id: robert-f-smith

excerpt: Founder, Chairman and CEO of Vista Equity Partners, software-focused PE, TIME100 2025


entity_id: david-breach

excerpt: President of Vista Equity Partners


entity_id: sculptor-capital-management

excerpt: Multi-strategy hedge fund, acquired by Rithm Capital Nov 2023, Jimmy Levin CIO


entity_id: jimmy-levin

excerpt: CIO and Executive Managing Partner of Sculptor Capital Management under Rithm


entity_id: dan-och

excerpt: Founder of Sculptor Capital Management (formerly Och-Ziff), departed after Rithm acquisition


entity_id: rithm-capital

excerpt: Specialty finance company, acquired Sculptor Capital Management Nov 2023 for $639M


entity_id: michael-nierenberg

excerpt: CEO President Chairman of Rithm Capital, acquired Sculptor Capital


entity_id: silver-lake

excerpt: Technology-focused PE firm $100B+ AUM, Menlo Park CA, Egon Durban and Greg Mondre co-CEOs


entity_id: egon-durban

excerpt: Co-CEO of Silver Lake, technology-focused PE firm


entity_id: greg-mondre


entity_id: metlife-investment-management

excerpt: Insurance asset manager, ~$700B AUM, New York NY; allocates to private credit, PE, real estate


entity_id: pgim-prudential-financial

excerpt: Insurance asset manager, largest US investment manager, Newark NJ; allocates to alternatives, hedge funds, PE


entity_id: new-york-life-investments

excerpt: Insurance asset manager, $807B AUM, New York NY; allocates to private credit, real estate, alternatives


entity_id: pacific-life

excerpt: Insurance investment portfolio, Newport Beach CA; allocates across fixed income, alternatives


entity_id: allstate-investments

excerpt: Insurance general account, Northbrook IL; allocates to fixed income, private equity, real estate


entity_id: northwestern-mutual-investments

excerpt: Insurance general account, $316B+ AUM, Milwaukee WI; allocates to public and private markets


entity_id: principal-asset-management

excerpt: Insurance/asset manager, $559B AUM, Des Moines IA; allocates to PE, real estate, hedge funds


entity_id: lincoln-financial-group-investments

excerpt: Insurance general account, $300B+ AUM, Radnor PA; allocates to fixed income, private markets


entity_id: massmutual-investments

excerpt: Insurance general account, $220B AUM, Springfield MA; allocates to alternatives, PE, credit


entity_id: aflac-global-investments

excerpt: Insurance asset manager, ~$100B AUM, Columbus GA; allocates to credit, structured products, alternatives


entity_id: swiss-re-asset-management

excerpt: Reinsurance investment arm, $100B+ AUM, Zurich Switzerland; allocates to PE, hedge funds, credit


entity_id: munich-re-investments

excerpt: Reinsurance investment arm, Munich Germany; allocates to fixed income, equities, alternatives


entity_id: zurich-insurance-investments

excerpt: Insurance investment division, Zurich Switzerland; allocates to fixed income, real estate, alternatives


entity_id: boeing-employee-retirement-plans

excerpt: Corporate pension, ~$70B+ assets, Chicago IL; allocates to PE, hedge funds, real assets


entity_id: gm-asset-management

excerpt: Corporate pension, ~$65B assets, Detroit MI; allocates to PE, real estate, hedge funds, fixed income


entity_id: ford-motor-company-pension

excerpt: Corporate pension, ~$70B+ global DB plans, Dearborn MI; allocates to PE, hedge funds, real assets


entity_id: ibm-retirement-fund

excerpt: Corporate pension, ~$150B global pension assets, Armonk NY; allocates to global equities, fixed income, alternatives


entity_id: at-t-pension-fund

excerpt: Corporate pension, ~$45-100B assets, Dallas TX; allocates to hedge funds, public equity, fixed income


entity_id: verizon-investment-management-corp

excerpt: Corporate pension OCIO, New York NY; pension assets managed via Goldman Sachs OCIO


entity_id: johnson-johnson-pension

excerpt: Corporate pension, $22B+ assets, New Brunswick NJ; allocates to PE, real estate, equities


entity_id: ge-pension-trust

excerpt: Corporate pension, among 15 largest globally, Boston MA; allocates to PE, private credit, real estate


excerpt: Corporate pension OCIO subsidiary, Bethesda MD; allocates to PE, real estate, fixed income


entity_id: rtx-corporation-pension

excerpt: Corporate pension, $105B+ global retirement assets, Arlington VA; allocates to hedge funds, PE, real estate


entity_id: steven-goulart

excerpt: EVP and Chief Investment Officer at MetLife Inc and President of MetLife Investment Management


entity_id: john-mccallion

excerpt: CFO and Head of MetLife Investment Management, oversees ~$700B AUM


entity_id: brian-funk

excerpt: President of MetLife Investment Management; former Global Head of Private Capital


entity_id: kerry-o-brien

excerpt: Joined MetLife Investment Management in senior leadership capacity


entity_id: jacques-chappuis

excerpt: CEO of PGIM since May 1 2025; former co-head of Morgan Stanley Investment Management


entity_id: matt-armas

excerpt: SVP and CIO of Prudential Financial effective March 2026; joined from Goldman Sachs Asset Management as global co-head of insurance


entity_id: timothy-schmidt

excerpt: Former CIO of Prudential Financial; retired 2026 after 16 years


entity_id: craig-sabal

excerpt: CIO of New York Life effective January 1 2026; joined NYL in 2020 as deputy CIO; prior Goldman Sachs, Lehman Brothers, AIG


entity_id: tony-malloy

excerpt: Retiring CIO of New York Life (27 years); appointed CIO 2017; retiring 2026


entity_id: naim-abou-jaoud

excerpt: CEO of New York Life Investment Management, $807B AUM


entity_id: matt-mosca

excerpt: Joined NYLIM from MetLife Investment Management effective December 2025; prior BlackRock


entity_id: tod-nasser

excerpt: EVP and Chief Investment Officer at Pacific Life, directs investment portfolio and asset allocation


entity_id: john-dugenske

excerpt: Former EVP and CIO at Allstate; also serving as interim CFO as of October 2025; prior UBS Asset Management global head of Fixed Income


entity_id: jeb-bentley

excerpt: EVP and CIO at Northwestern Mutual effective January 1 2025; oversees $316B+ general account; with firm since 2004


entity_id: jeff-lueken

excerpt: Former EVP and CIO at Northwestern Mutual; retired end of 2024


entity_id: george-maris

excerpt: CIO and Global Head of Equities at Principal Asset Management; joined 2023 from Janus Henderson


entity_id: matthew-peron

excerpt: Newly appointed Deputy CIO of Equities at Principal Asset Management; joined from Janus Henderson


entity_id: john-morriss

excerpt: EVP and CIO at Lincoln Financial effective October 13 2025; oversees $300B+ AUM; joined from Fortitude Re; 30+ years experience


entity_id: ellen-cooper

excerpt: Chairman, President and CEO of Lincoln Financial Group; Morriss reports to her


entity_id: eric-partlan

excerpt: CIO of MassMutual general investment account since March 2023; oversees $220B portfolio; leads portfolio management, ALM, hedging teams


entity_id: brad-dyslin

excerpt: EVP, Global CIO and President of Aflac Global Investments; oversees ~$100B portfolio; joined Aflac 2012; CFA


entity_id: velina-peneva

excerpt: Group Chief Investment Officer at Swiss Re effective April 2023; oversees $100B+ portfolio; prior Bain & Company partner


entity_id: nicholas-gartside

excerpt: CIO and Board of Management member at Munich Re since March 2019; prior J.P. Morgan Asset Management international CIO fixed income


entity_id: stephan-van-vliet

excerpt: Group Chief Investment Officer at Zurich Insurance Group; member of ExCo


entity_id: karyn-williams

excerpt: Regional CIO for Zurich Global Investment Management North America; prior Farmers Insurance CIO, Wilshire Associates MD


entity_id: yile-chen

excerpt: CIO of Zurich Financial Services Australia; manages A$7B+ in balance sheet assets


entity_id: elizabeth-tulach

excerpt: CIO of Boeing Employee Retirement Plans; oversees Trust Investments and EBIC; profiled in Pensions & Investments September 2025


entity_id: tony-coletto

excerpt: Chief Investment Officer at GM Asset Management; oversees ~$65B corporate pension assets


entity_id: erin-rohde

excerpt: CIO of Benefit Plans at Ford Motor Company; oversees $70B+ global DB plans and $20B+ US DC plans


entity_id: joseph-veeneman

excerpt: CIO of IBM US Pension Fund, IBM International Foundation and IBM Global Pooled Funds effective 2026; at IBM ~25 years


entity_id: michael-leonard

excerpt: MD and CIO of IBM global retirement funds team; promoted 2026


entity_id: ed-adams

excerpt: CIO of IBM 401(k) Plan and Director of global defined-contribution plans; appointed 2026


entity_id: harshal-chaudhari

excerpt: Former CIO at GE Pension Trust overseeing $150B pension assets; moved to IBM as chief analytics officer


entity_id: daniel-o-grady

excerpt: AVP Investment Management at AT&T; oversees public equity and hedge fund programs across ~$100B in assets


entity_id: jeffrey-miller

excerpt: CIO of Verizon Investment Management Corp; pension assets moving to Goldman Sachs OCIO


entity_id: laurence-fulton

excerpt: CEO of Verizon Investment Management Corp


entity_id: neil-roache

excerpt: Assistant Treasurer and CIO of Johnson & Johnson Pension Trust; Chair of CIEBA; prior Exelon director of investment strategy


entity_id: paul-colonna

excerpt: President and CIO of Lockheed Martin Investment Management Company (LMIMCo) since January 2019; prior State Street Global Advisors EVP


entity_id: robin-diamonte

excerpt: CIO at RTX Corporation (Raytheon Technologies); oversees $105B+ global retirement assets; widely recognized institutional investment leader


entity_id: joseph-fazzino

excerpt: VP and Deputy CIO at RTX Corporation; manages $11B in-house Stable Value fund; UK Pension Trustee


excerpt: EVP and CIO


excerpt: Head of MetLife Investment Management


excerpt: President


excerpt: Senior leadership


excerpt: CEO of PGIM


excerpt: CIO of Prudential Financial


excerpt: Retired CIO


excerpt: CIO


excerpt: Retiring CIO


excerpt: CEO


excerpt: Global Head of Institutional Distribution


excerpt: President of Investments and Corporate Strategy / interim CFO


excerpt: Former EVP and CIO


excerpt: CIO and Global Head of Equities


excerpt: Deputy CIO of Equities


excerpt: Chairman, President and CEO


excerpt: EVP, Global CIO and President Aflac Asset Management


excerpt: Group CIO


excerpt: CIO and Board of Management member


excerpt: Regional CIO North America


excerpt: CIO Australia


excerpt: CIO Benefit Plans


excerpt: CIO US Pension Fund


excerpt: MD and CIO Global Retirement Funds


excerpt: CIO 401k Plan


excerpt: AVP Investment Management


excerpt: CIO


excerpt: CEO


excerpt: Assistant Treasurer and CIO


excerpt: Former CIO of global pension operations


excerpt: President and CIO


excerpt: VP and Deputy CIO


entity_id: advent-international

excerpt: Global PE firm $90B+ AUM, Boston MA, growth and buyout. David Mussafer Managing Partner


entity_id: david-mussafer

excerpt: Managing Partner and Chairman Emeritus of Advent International, joined 1990


entity_id: bain-capital

excerpt: PE/credit/venture firm $175B+ AUM, Boston MA, Mitt Romney co-founder


entity_id: steve-pagliuca

excerpt: Senior Advisory Partner at Bain Capital, former Co-Chair 2016-2022


entity_id: cerberus-capital-management

excerpt: PE/credit firm $65B+ AUM, New York NY, Steve Feinberg co-founder


entity_id: steve-feinberg

excerpt: Co-Founder of Cerberus Capital Management, became US Deputy Secretary of Defense March 2025


entity_id: frank-bruno

excerpt: CEO of Cerberus Capital Management post-Feinberg departure to DoD, 27-year Cerberus veteran


entity_id: hellman-and-friedman

excerpt: PE firm $107.5B AUM, San Francisco CA, founded 1984


entity_id: bain-capital-ventures

excerpt: Venture capital arm of Bain Capital, Boston MA, tech-focused


entity_id: francisco-partners

excerpt: Technology-focused PE firm $45B+ AUM, San Francisco CA


entity_id: dipanjan-deb

excerpt: CEO of Francisco Partners, technology PE firm


entity_id: david-golob

excerpt: CIO of Francisco Partners


entity_id: ezra-perlman

excerpt: Co-President of Francisco Partners


entity_id: deep-shah


entity_id: leonard-green-and-partners

excerpt: Consumer-focused PE firm $50B+ AUM, Los Angeles CA


entity_id: sycamore-partners

excerpt: Retail/consumer PE firm $10B+ AUM, New York NY, Stefan Kaluzny founder


entity_id: stefan-kaluzny

excerpt: Managing Director and co-founder of Sycamore Partners, retail/consumer PE


entity_id: lucia-arienti

excerpt: Goldman Sachs Head of Prime Brokerage consulting team, EMEA


entity_id: rob-drake-brockman

excerpt: Goldman Sachs co-Head of EMEA Prime Brokerage


entity_id: kevin-kelly

excerpt: Goldman Sachs, previously co-head of Global Prime Services and Americas Equities Distribution


entity_id: john-levene

excerpt: Departed Goldman Sachs after 25+ years; partner 14 years; formerly head of prime brokerage client franchise Americas


entity_id: matt-mcclure

excerpt: Goldman Sachs Global Co-Head Investment Banking as of January 2025


entity_id: anthony-gutman


entity_id: kim-posnett

excerpt: Goldman Sachs Global Co-Head Investment Banking as of January 2025; former head of TMT


entity_id: jung-min

excerpt: Goldman Sachs co-head of TMT investment banking group


entity_id: barry-o-brien


entity_id: yasmine-coupal

excerpt: Goldman Sachs co-head of new Global Infrastructure Technology sector within TMT


entity_id: jason-tofsky


entity_id: kyle-jessen

excerpt: Goldman Sachs head of infrastructure technology M&A and head of semiconductor coverage


entity_id: brandon-watkins

excerpt: Goldman Sachs co-head of Global Internet and Media investment banking


entity_id: alekhya-uppalapati


entity_id: brian-cayne

excerpt: Goldman Sachs global co-head of software investment banking, effective January 2026