entity_id: aon

excerpt: NYSE: AON; ~$13B revenue; top 3 global broker


display_note: Not displayed as primary-source evidence.

entity_id: willis-towers-watson

entity_type: node

excerpt: NASDAQ: WTW; ~$9B revenue; top 5 global broker

source_type: url


entity_id: arthur-j-gallagher-co

excerpt: NYSE: AJG; ~$10B revenue; top 5 global broker


entity_id: hub-international

excerpt: Private equity-backed; ~$29B valuation (2025); major US/Canada broker


entity_id: acrisure

excerpt: Private equity-backed; ~$5B revenue; insurance fintech platform


entity_id: lockton

excerpt: Private; ~$4.5B revenue (2026); employee-owned; major US broker


entity_id: brown-brown

excerpt: NYSE: BRO; ~$8B revenue; major US broker


entity_id: nfp

excerpt: Acquired by Aon; major US broker and benefits consultant


entity_id: mcgill-and-partners

excerpt: Founded 2019; backed by Warburg Pincus; ~$4.5B gross written premium


entity_id: guy-carpenter

excerpt: Subsidiary of Marsh McLennan; leading global reinsurance broker


entity_id: gallagher-re

excerpt: Subsidiary of Arthur J. Gallagher; acquired WTW treaty reinsurance (2021)


entity_id: howden-group

excerpt: Founded 1994; employee-owned; major insurance broker and reinsurer


entity_id: bms-group

excerpt: Global reinsurance broker; UK-based


entity_id: tigerrisk

excerpt: Acquired by Howden (2022); global MGA and reinsurance advisory


entity_id: john-doyle

excerpt: Joined 2016; previously President of Marsh Risk


entity_id: greg-case

excerpt: Employment agreement extended through Dec 31, 2030; leads 60,000+ colleagues


entity_id: carl-hess

excerpt: 30-year WTW veteran; appointed Jan 1, 2022; compensation $12.5M (2026)


entity_id: j-patrick-gallagher-jr

excerpt: CEO since 1995; longest-tenured S&P 500 CEO; internal succession culture


entity_id: patrick-m-gallagher

excerpt: Appointed 2024; formerly President of P&C Brokerage, Americas


entity_id: marc-cohen

excerpt: Board member; interim Chairman 2025-2026; $29B firm valuation


entity_id: greg-williams

excerpt: Co-founded 2005; leads $5B global fintech insurance platform


entity_id: ron-lockton

excerpt: Resumed CEO Feb 2024; CEO 2017-2020; 30+ year company veteran


entity_id: j-powell-brown

excerpt: CEO since July 2009; leads major US broker


entity_id: p-barrett-brown

excerpt: Brother of Powell Brown; retail segment president (on personal leave 2026)


entity_id: doug-hammond

excerpt: Named Broker CEO of the Year by Insurance Insider; leads major benefits consultant


entity_id: steve-mcgill

excerpt: Former Aon president; founded 2019; targets 15%+ organic growth


entity_id: nick-williams-walker

excerpt: Appointed to COO role; supports growth trajectory


entity_id: dean-klisura

excerpt: Leads global reinsurance broker; appointed to Blue Marble board


entity_id: andy-marcell

excerpt: 25 years at Guy Carpenter; formerly CEO GC US ops; now oversees Risk Capital


entity_id: tom-wakefield

excerpt: Leads reinsurance broker; comments on market renewals and dynamics


entity_id: david-howden

excerpt: Founder (1994) and CBE; leads employee-owned global broker


entity_id: david-shalders

excerpt: COO and Director since 2024; supports global operations


entity_id: susan-panuccio

excerpt: Appointed Jan 2026; brings external CFO expertise


entity_id: nick-cook

excerpt: CEO since May 2000; formerly VP at Marsh; leads global reinsurance broker


entity_id: charlie-rozes

excerpt: Executive director and CFO; leads financial operations


entity_id: paul-beswick

excerpt: Oversees Business and Client Services, Technology, Innovation


entity_id: katherine-brennan

excerpt: Manages legal, compliance, public affairs, sustainability


entity_id: carmen-fernandez

excerpt: Leads people strategy and organizational capabilities


entity_id: mark-mcgivney

excerpt: Oversees operations and financial management


entity_id: ted-moynihan

excerpt: Leads Oliver Wyman and consulting operations


entity_id: martin-south

excerpt: SVP managing client relationships; formerly President & CEO of Marsh Risk


entity_id: nick-studer

excerpt: Leads risk division; key subsidiary leadership


entity_id: pat-tomlinson

excerpt: Leads Mercer and US/Canada operations


entity_id: jennifer-bell

excerpt: Senior Aon leadership for major region


entity_id: byron-beebe

excerpt: Heads HR consulting division


entity_id: anne-corona

excerpt: Senior commercial leadership


entity_id: farheen-dam

excerpt: Oversees major client relationships


entity_id: joe-peiser

excerpt: Leads risk and reinsurance solutions


entity_id: edmund-reese

excerpt: Financial leadership


entity_id: mindy-simon

excerpt: Operational leadership


entity_id: lisa-stevens

excerpt: Administrative leadership


entity_id: joseph-c-hyde


entity_id: trey-biggs

excerpt: Sales and western US operations


entity_id: tina-osen

excerpt: Canadian operations leadership


entity_id: christopher-treanor

excerpt: Digital and specialty programs leadership


entity_id: grace-van-til

excerpt: Technology and operations


entity_id: aaron-miller

excerpt: 20+ years PE investor experience in financial services


entity_id: shawn-pelsinger

excerpt: Legal, HR, compliance, security oversight


entity_id: mark-wassersug

excerpt: Leads growth through tech and AI innovation


entity_id: vince-lombardo

excerpt: Formerly led North American merchant ops at Global Payments


entity_id: mike-goldman

excerpt: Senior operational leadership


entity_id: ed-o-malley

excerpt: Core brokerage division leadership


entity_id: caleb-noel


entity_id: steve-m-boyd

excerpt: Specialty segment leadership


entity_id: stephen-p-hearn

excerpt: Retail segment and operations


entity_id: r-andrew-watts


entity_id: j-scott-penny

excerpt: M&A strategy and execution


entity_id: karl-hennessy

excerpt: US insurance and reinsurance business leadership


entity_id: john-judice

excerpt: US sales and business development


entity_id: julia-henderson

excerpt: Bermuda operations leadership


entity_id: neil-mayer

excerpt: Global operations


entity_id: michael-sevi

excerpt: Legal and compliance


entity_id: paddy-jago

excerpt: Retiring end of 2026


entity_id: geoffrey-lubert

excerpt: Program solutions and North America leadership


entity_id: andrew-moss

excerpt: Programs division leadership; promoted June 2026


entity_id: roshan-perera

excerpt: Asia Pacific region leadership


entity_id: mike-parrish

excerpt: Americas region leadership


entity_id: luigi-sturani

excerpt: Europe, Middle East, Africa leadership


entity_id: robert-kennedy

excerpt: UK and Ireland operations


entity_id: rohan-bhappu

excerpt: Asia Pacific operations


entity_id: sarah-hughes

excerpt: Specialty insurance division


entity_id: tim-ronda

excerpt: Reinsurance division leadership


entity_id: richard-dudley

excerpt: Broking operations


entity_id: chris-brook


entity_id: ali-trauttmansdorff

excerpt: People and HR strategy


entity_id: ian-gormley

excerpt: UK operations


entity_id: andrew-krasner

excerpt: Financial and strategic development


entity_id: alexis-faber


entity_type: edge

excerpt: President & CEO since 2016


excerpt: President & CEO; also Vice Chair of Marsh


excerpt: Guy Carpenter is wholly-owned reinsurance broker subsidiary


excerpt: SVP & Chief Information and Operations Officer


excerpt: SVP & General Counsel


excerpt: SVP & Chief People Officer


excerpt: EVP, COO & CFO


excerpt: President & CEO of Marsh Management Consulting; Vice Chair


excerpt: Chief Client Officer; SVP


excerpt: President & CEO of Marsh Risk; Vice Chair


excerpt: President & CEO of Mercer; Vice Chair


excerpt: President & CEO through Dec 31, 2030


excerpt: Executive Chair, North America


excerpt: CEO, Human Capital


excerpt: CEO of North America & Global Chief Commercial Officer


excerpt: CEO of Enterprise Clients & Chief Client Officer


excerpt: CEO, Risk Capital


excerpt: EVP & Chief Financial Officer


excerpt: Chief Operating Officer


excerpt: Chief Administrative Officer


excerpt: CEO, Global Solutions; formerly at Guy Carpenter (25 years)


excerpt: CEO; Aon subsidiary


excerpt: NFP is wholly-owned subsidiary of Aon


excerpt: CEO since Jan 1, 2022; 30-year veteran


excerpt: CFO & Co-Head Corporate Development


excerpt: COO & Director


excerpt: Chairman & CEO since 1995


excerpt: Chief Operating Officer since 2024


excerpt: Acquired WTW treaty reinsurance (2021)


excerpt: Global CEO


excerpt: Global Head of Program Solutions & President, North America


excerpt: Global Chair of Program Solutions


excerpt: Managing Director & Head of Asia Pacific


excerpt: Chairman; retiring end of 2026


excerpt: President & CEO; interim Chairman 2025-2026


excerpt: Chief Financial Officer


excerpt: Chief Sales Officer & President, U.S. West


excerpt: President, HUB International Canada


excerpt: President of Programs & Specialties and HUB Digital


excerpt: EVP, Technology and Operations


excerpt: Co-Founder, Chairman & CEO since 2005


excerpt: Chief Administrative Officer & Chief Legal Officer


excerpt: Chief Operating Officer


excerpt: President, Payroll & Chief Commercial Officer


excerpt: Chairman & CEO since Feb 2024


excerpt: President & CEO since July 2009


excerpt: Executive Vice President; retail segment president


excerpt: EVP & CEO, Specialty Distribution Segment


excerpt: EVP, COO & President, Retail Segment


excerpt: EVP & Chief Financial Officer


excerpt: EVP & Chief Acquisitions Officer


excerpt: President & Chief Operating Officer


excerpt: EVP, Head of Insurance Brokerage and Consulting


excerpt: Founder & CEO; former Aon president


excerpt: Group Chief Operating Officer


excerpt: CEO, McGill Global Risk Solutions (US)


excerpt: President, US business


excerpt: Partner & CEO, Bermuda operations


excerpt: General Counsel & Chief Compliance Officer


excerpt: Group CEO since May 2000


excerpt: Group CFO & Executive Director


excerpt: Group Chief Broking Officer


excerpt: Group Chief People Officer


excerpt: UK Chief Executive Officer


excerpt: Founder (1994) & Group CEO; CBE


excerpt: Group COO & Director since 2024


excerpt: Group Chief Financial Officer since Jan 2026


excerpt: CEO, Howden Americas


excerpt: CEO, Howden EMEA


excerpt: CEO, Howden UK & Ireland


excerpt: CEO, Howden Asia Pacific


excerpt: CEO, Howden Specialty


excerpt: CEO, Howden Re


excerpt: Acquired by Howden June 2022; now largest global MGA


excerpt: 25-year Guy Carpenter veteran; formerly CEO US ops; now CEO Global Solutions at Aon


excerpt: Former Aon president before founding McGill and Partners (2019)


entity_id: deloitte

excerpt: Global accounting and consulting firm; ~415k professionals across 150+ countries; 2026 revenue ~$59B+


entity_id: joe-ucuzoglu

excerpt: Selected as Deloitte Global CEO effective Dec 31, 2022; previously Deloitte US CEO since 2019


entity_id: sharon-thorne

excerpt: Board Chair of Deloitte Global


entity_id: punit-renjen

excerpt: Served as Deloitte Global CEO 2015-2022; grew firm from $35B to $59B+ revenue; now CEO Emeritus


entity_id: pwc

excerpt: Global professional services firm; 364k+ professionals across 137 countries; 2026 leadership focuses on trimodal CEO mandate


entity_id: mohamed-kande

excerpt: Selected as PwC Global Chair succeeding Bob Moritz; effective July 1, 2024; 32+ years professional services experience; co-leader US Consulting Solutions


entity_id: bob-moritz

excerpt: Served as PwC Global Chair 2016-2024; 40+ year career at PwC; retired June 30, 2024


entity_id: ey

excerpt: Global audit, tax, consulting, and advisory firm; Janet Truncale is first woman CEO of Big Four globally


entity_id: janet-truncale

excerpt: Assumed office July 1, 2024; first woman to lead a Big Four firm globally; 30+ years at EY since 1991; 4-year term


entity_id: carmine-di-sibio

excerpt: Led EY's global network 2019-2024; champion of sustainability; committed EY to be carbon negative by 2025


entity_id: kpmg

excerpt: Global audit, tax, and advisory firm; Bill Thomas (Global Chair) succeeded by Gary Wingrove effective Oct 1, 2026


entity_id: gary-wingrove

excerpt: Selected as KPMG International Global Chair/CEO effective Oct 1, 2026; succeeds Bill Thomas


entity_id: bill-thomas

excerpt: Current Global Chairman of KPMG International; term ending Sept 30, 2026


entity_id: tim-walsh

excerpt: Chair of KPMG's Americas Region and US Chair/CEO; leads 36k+ partners/professionals in US; joined KPMG 1992


entity_id: atif-zaim

excerpt: Elected as Deputy Chair at KPMG LLP US


entity_id: bdo

excerpt: Mid-market focused accounting and advisory firm; US firm transitioning CEOs in 2026


entity_id: matthew-k-becker

excerpt: National Managing Principal of Tax; joined BDO 2002, partner 2005; led tax doubling in size since 2019; 5-year board chair tenure; will succeed Wayne Berson


entity_id: wayne-berson

excerpt: Long-standing BDO USA CEO retiring June 30, 2026; transition with Matthew Becker over 1 year


entity_id: forvis-mazars

excerpt: Integrated global network operating in 100+ countries; merger of Forvis and Mazars global networks


entity_id: herv-h-lias

excerpt: Chair of Forvis Mazars Group; first Chair of Global Network Board


entity_id: pascal-jauffret

excerpt: CEO of Forvis Mazars Group (international operations)


entity_id: tom-watson

excerpt: CEO of Forvis Mazars US LLP; re-appointed for 4-year term effective June 1, 2026; member of Global Network Board


entity_id: tim-york

excerpt: Chair of Forvis Mazars US Governing Board effective June 1, 2026; succeeds Matt Snow


entity_id: rob-pruitt

excerpt: Vice Chair of Forvis Mazars Global Network Board


entity_id: baker-tilly

excerpt: Mid-market advisory and accounting firm; merged with Moss Adams in 2025; backed by Hellman & Friedman and Valeas Capital Partners


entity_id: eric-miles

excerpt: Named CEO-elect June 2025 following Moss Adams merger; succeeds Jeff Ferro; continues integration post-merger


entity_id: jeff-ferro

excerpt: Led Baker Tilly since 2023; stepped aside for Eric Miles; continues on Board of Directors


entity_id: moss-adams

excerpt: West coast-focused accounting and advisory firm; merged with Baker Tilly in 2025 to create industry-leading mid-market firm


entity_id: crowe

excerpt: Mid-market accounting, audit, and advisory firm; Mark Baer serves as CEO


entity_id: mark-baer

excerpt: CEO of Crowe accounting firm; assumed role April 1, 2021


entity_id: rsm

excerpt: Mid-market focused audit, tax, and advisory firm; operates across 6 countries; $1B AI/digital investment by 2027


entity_id: brian-becker

excerpt: CEO of RSM US LLP and RSM transatlantic partnership; oversees strategy across 6 countries; 2024 Vice Chair CAQ Governing Board; drives digital transformation


entity_id: eisneramper

excerpt: Global business advisory and accounting firm; New York-based; Charles Weinstein is CEO


entity_id: charles-weinstein

excerpt: CEO of EisnerAmper/Eisner Advisory Group LLC; 35+ years public accounting experience; Forbes Top 200 CPAs 2024; board member


entity_id: david-frigeri

excerpt: Named Chief AI Officer at EisnerAmper effective March 2026


entity_id: cbiz

excerpt: National accounting, tax, advisory and management consulting firm


entity_id: jerry-grisko

excerpt: President and Chief Executive Officer of CBIZ as of 2026


entity_id: grant-thornton

excerpt: Global audit, tax, and advisory firm; significant US operations


entity_id: jim-peko

excerpt: Chief Operating Officer became CEO succeeding Seth Siegel


entity_id: seth-siegel

excerpt: Led Grant Thornton Advisors LLC US 2022-2025; stepped down to become Senior Adviser


excerpt: Global CEO of Deloitte since Dec 31, 2022


excerpt: Global Board Chair at Deloitte


excerpt: Former Global CEO, now CEO Emeritus at Deloitte


excerpt: Global Chair of PwC since July 1, 2024


excerpt: Former Global Chair of PwC (2016-2024)


excerpt: Global Chair and CEO of EY since July 1, 2024; first woman Big Four CEO


excerpt: Former Global Chair and CEO at EY (2019-2024)


excerpt: Global Chairman and CEO-Elect of KPMG International effective Oct 1, 2026


excerpt: Global Chair and CEO of KPMG International until Sept 30, 2026


excerpt: US Chair and CEO; Americas Regional Chair of KPMG


excerpt: US Deputy Chair at KPMG LLP


excerpt: CEO-Elect of BDO USA effective July 1, 2026; currently National Managing Principal of Tax


excerpt: Current CEO of BDO USA retiring June 30, 2026


excerpt: Global Chair and Chairman of Forvis Mazars Group


excerpt: Global CEO of Forvis Mazars Group


excerpt: US CEO of Forvis Mazars LLP; member Global Network Board; 4-year term from June 1, 2026


excerpt: US Governing Board Chair of Forvis Mazars effective June 1, 2026


excerpt: Global Vice Chair of Forvis Mazars Global Network Board


excerpt: CEO of Baker Tilly effective January 7, 2026


excerpt: Former CEO of Baker Tilly; continues as Board member


excerpt: Transitioned from Moss Adams CEO to Baker Tilly CEO following 2025 merger


excerpt: CEO of Crowe since April 1, 2021


excerpt: Managing Partner and CEO of RSM US LLP


excerpt: CEO of EisnerAmper / Eisner Advisory Group LLC


excerpt: Chief Artificial Intelligence Officer at EisnerAmper (appointed March 2026)


excerpt: President and CEO of CBIZ as of 2026


excerpt: CEO of Grant Thornton Advisors LLC (US operations)


excerpt: Former CEO (2022-2025); now Senior Adviser at Grant Thornton


entity_id: mercer


entity_id: goldman-sachs-asset-management


entity_id: blackrock


entity_id: russell-investments


entity_id: morgan-stanley


entity_id: wilshire-advisors


entity_id: sei-investments


entity_id: strategic-investment-group


entity_id: hirtle-callaghan


entity_id: cambridge-associates


entity_id: nepc


entity_id: northern-trust-asset-management


entity_id: bny-mellon


entity_id: aon-investment-solutions


entity_id: jennifer-kruse


entity_id: marc-cordover

excerpt: Mercer - Supervises Jennifer Kruse in OCIO role


entity_id: niall-o-sullivan


entity_id: andrew-mcdougall

excerpt: Mercer - Leads US investment capabilities


entity_id: stacey-bro

excerpt: Russell Investments - https://russellinvestments.com/content/ri/us/en/insights/ocio-outlook-2026.html


entity_id: kevin-turner


entity_id: kate-el-hillow

excerpt: Russell Investments


entity_id: nikki-kraus

excerpt: Strategic Investment Group - https://strategicgroup.com/


entity_id: markus-krygier

excerpt: Strategic Investment Group - PhD in investment management


entity_id: jeffrey-s-nasser

excerpt: Strategic Investment Group - CRE, CCIM credentials


entity_id: christine-z-kelleher

excerpt: Strategic Investment Group - Former endowment CIO


entity_id: timothy-braude

excerpt: Goldman Sachs Asset Management OCIO - https://am.gs.com/en-us/advisors/products/ocio-and-fiduciary-management


entity_id: alexandra-wilson-elizondo

excerpt: Goldman Sachs Asset Management OCIO


entity_id: neill-nuttall


entity_id: katya-skorupsky

excerpt: Goldman Sachs Asset Management - CFA


entity_id: timothy-jennings

excerpt: BlackRock - Joined April 2026, formerly 8 years at Goldman Sachs


entity_id: jonathan-hirtle

excerpt: Hirtle Callaghan - Founded in 1988, OCIO pioneer - https://www.hirtlecallaghan.com/


entity_id: ranji-nagaswami

excerpt: Hirtle Callaghan


entity_id: mark-hamilton

excerpt: Hirtle Callaghan - Hired 2026, chairs investment policy committee


entity_id: daniel-mccollum

excerpt: Hirtle Callaghan - Hired 2026


entity_id: brian-ilsley


entity_id: jamie-eisner


entity_id: erica-evans


entity_id: catherine-lee-clarke

excerpt: Hirtle Callaghan - CFA


entity_id: nathan-shetty

excerpt: SEI Investments - Appointed June 1, 2026; 20+ years global multi-asset experience, formerly Nuveen & UBS


entity_id: jason-schwarz

excerpt: Wilshire Advisors - Appointed April 29, 2025; 25+ years financial services


entity_id: andy-stewart

excerpt: Wilshire Advisors - Former CEO, provides strategic guidance


entity_id: josh-emanuel

excerpt: Wilshire Advisors - Leads investment activities including OCIO strategies


entity_id: hanna-valva

excerpt: Wilshire Advisors


entity_id: jason-hubschman

excerpt: Wilshire Advisors - Co-leads alternative managed account business


entity_id: christina-walsh

excerpt: Wilshire Advisors - Joined 2026, Executive Committee member


entity_id: todd-cassler

excerpt: Wilshire Advisors - Leads global growth, distribution, strategy


entity_id: michael-p-manning

excerpt: NEPC - CFA, CAIA


entity_id: timothy-f-mccusker

excerpt: NEPC - FSA, CFA, CAIA; became President January 2026


entity_id: sarah-samuels

excerpt: NEPC - CFA, CAIA; oversees asset allocation, OCIO, manager selection


entity_id: steven-f-charlton

excerpt: NEPC - CFA; previously founded and managed NEPC's OCIO business


entity_id: christopher-j-klapinsky

excerpt: NEPC - CFA; primary OCIO team member for portfolio construction


entity_id: scott-f-perry

excerpt: NEPC - CAIA; leads OCIO team strategically building and managing portfolios


entity_id: james-e-reichert

excerpt: NEPC - CFA; develops investment strategy, maintains OCIO portfolios


entity_id: kellie-kane

excerpt: NEPC


entity_id: judy-a-murphy

excerpt: NEPC - SPHR


entity_id: david-druley

excerpt: Cambridge Associates - CFA


entity_id: samantha-davidson


entity_id: margaret-chen

excerpt: Cambridge Associates


entity_id: chris-ivey

excerpt: Cambridge Associates - OCIO focused


entity_id: mary-pang


entity_id: ashby-hatch


entity_id: kristen-tongberg


entity_id: dmitri-shadrin


entity_id: bryan-devereaux


entity_id: jason-roberts

excerpt: Cambridge Associates; reports from Harinder Soin CDO role


entity_id: sona-menon

excerpt: Morgan Stanley - Joined March 2025, 23 years at Cambridge Associates


entity_id: jeremy-france

excerpt: Morgan Stanley - Oversees OCIO business with Sona Menon


entity_id: laurence-d-fink

excerpt: BlackRock


entity_id: james-reynolds

excerpt: Goldman Sachs Asset Management - Appointed to Management Committee January 2026


entity_id: gregory-calnon


excerpt: US Outsourced Chief Investment Officer Leader


excerpt: US Investments and Retirement Leader; supervises Jennifer Kruse


excerpt: Global Chief Investment Officer, appointed May 1, 2026


excerpt: US Chief Investment Officer


excerpt: Co-Head of OCIO


excerpt: President & Chief Investment Officer


excerpt: Chief Executive Officer


excerpt: Co-Chief Investment Officer


excerpt: Managing Director, Client Portfolio Management


excerpt: Global Co-Head of Multi-Asset Solutions


excerpt: Global Co-Head and Co-CIO of Multi-Asset Solutions


excerpt: Co-CIO of Multi-Asset Solutions


excerpt: Managing Director, Multi-Asset Solutions OCIO


excerpt: Global Co-Head of Private Credit, Management Committee 2026


excerpt: Global Co-Head of Public Investing, Management Committee 2026


excerpt: Managing Director, OCIO - US; joined April 2026


excerpt: Chairman and Chief Executive Officer


excerpt: Founder, Executive Chairman; OCIO pioneer since 1988


excerpt: Chief Investment Officer; hired 2026


excerpt: Deputy Chief Investment Officer; hired 2026


excerpt: Vice President, Portfolio Manager


excerpt: General Counsel


excerpt: Head of Client Engagement


excerpt: Director


excerpt: Chief Investment Officer; appointed June 1, 2026


excerpt: Chief Executive Officer


excerpt: Executive Chairman


excerpt: Chief Investment Officer


excerpt: Chief Technology Officer & Co-Chief Operating Officer


excerpt: Co-Chief Operating Officer


excerpt: Chief Financial Officer; joined 2026


excerpt: Chief Revenue Officer


excerpt: President; became President January 2026


excerpt: Partner, Chief Investment Officer; oversees OCIO


excerpt: Partner, Head of Client Solutions


excerpt: Partner, Senior Director of Portfolio Strategy


excerpt: Partner, Head of Portfolio Strategy; leads OCIO team


excerpt: Partner, Chief Operating Officer


excerpt: Partner, Chief Human Resources Officer


excerpt: President and Head of Global Investing


excerpt: Global Head of Endowment & Foundation Practice


excerpt: Global Head of Private Client Practice


excerpt: Global Head of Client Solutions


excerpt: Head of Global Investment Research


excerpt: Head of Investment Strategy Office


excerpt: Chief Operating Officer


excerpt: Chief Technology Officer


excerpt: Chief Technology Officer / Chief Transformation Officer


excerpt: Head of OCIO; joined March 2025


excerpt: Head of Institutional Consulting Solutions


excerpt: OCIO and Head of Pensions for North America; 23 years (until 2025)


excerpt: Managing Director; 8 years at Goldman Sachs before BlackRock


entity_id: berkshire-hathaway

excerpt: Warren Buffett-led insurance and investment conglomerate; generated float through insurance operations for decades


entity_id: berkshire-hathaway-insurance-group

excerpt: Central engine generating float for investment; subsidiary of Berkshire Hathaway


entity_id: geico

excerpt: Subsidiary of Berkshire Hathaway; major property-casualty insurer


entity_id: berkshire-hathaway-reinsurance-group

excerpt: One of the largest property-casualty reinsurers in the world; built by Ajit Jain


entity_id: gen-re

excerpt: Berkshire Hathaway subsidiary; Charlie Shamieh serves as Chairman


entity_id: ajit-jain

excerpt: Berkshire Hathaway leadership; built Berkshire Reinsurance Group; age 74 as of 2026; transitioning


entity_id: charlie-shamieh

excerpt: Named as eventual successor to Ajit Jain as insurance chief at Berkshire Hathaway


entity_id: greg-abel

excerpt: Current Berkshire CEO; overseeing leadership succession planning as of 2026


entity_id: nancy-l-pierce

excerpt: Appointed CEO of GEICO effective immediately; former COO; joined GEICO in 1986


entity_id: todd-a-combs

excerpt: Concluded tenure at Berkshire Hathaway; joined JPMorgan Chase


entity_id: american-international-group-aig

excerpt: Global insurance and asset management company; major underwriter


entity_id: peter-zaffino

excerpt: AIG President and CEO; transitioning to Executive Chair by mid-year 2026; 2024 compensation $24.6M


entity_id: eric-andersen

excerpt: Former Aon executive; named AIG President and CEO-elect effective February 16, 2026


entity_id: aon

excerpt: Aon plc; Eric Andersen was president before joining AIG


entity_id: travelers-companies-inc

excerpt: Major property and casualty insurer and bond underwriter


entity_id: alan-schnitzer

excerpt: Continues to lead Travelers as of 2026; 2024 compensation $23.1M


entity_id: chubb-limited

excerpt: Zurich-based insurance company; major specialty lines underwriter; significant data-driven underwriting


entity_id: evan-g-greenberg

excerpt: Chubb leader; addressed AI transformation in 2026 shareholder letter; previously CEO of ACE Limited


entity_id: zurich-insurance-group

excerpt: Switzerland's largest insurer; one of the top 4 European primary insurers


entity_id: mario-greco

excerpt: CEO of Zurich Insurance Group; recognized as Insurance Leader of the Year 2023


entity_id: allianz-se

excerpt: German insurance company; Allianz Global Investors; major European insurer; asset management presence


entity_id: oliver-b-te

excerpt: Allianz leadership; appeared at Davos 2026 warning about trust in US financial markets


entity_id: allianz-global-investors

excerpt: Allianz asset management arm; under strategic review by Bäte for potential restructuring


entity_id: axa-sa

excerpt: French insurance conglomerate; one of the top 4 European primary insurers


entity_id: thomas-buberl

excerpt: AXA CEO; Chair of Pan-European Insurance Forum; contracted to lead until at least 2030


entity_id: metlife-inc

excerpt: Serves 100+ million customers across 40+ markets; ~46,000 employees; major annuity provider


entity_id: michel-a-khalaf

excerpt: MetLife CEO since May 2019; Lebanese-American engineer; previously at Alico for 20+ years


entity_id: prudential-financial-inc

excerpt: Major insurance and investment management company; $1.4 trillion PGIM asset management


entity_id: andrew-sullivan

excerpt: CEO effective March 31, 2025; oversees International Insurance and PGIM; succeeded Charles F. Lowrey


excerpt: Prudential's $1.4 trillion global investment management business; headed by Andrew Sullivan


entity_id: charles-f-lowrey

excerpt: Former Prudential CEO; left Board March 10, 2026; departed company June 30, 2026


entity_id: apollo-global-management

excerpt: Asset management and insurance company; Athene owner; $200+ billion AUM


entity_id: marc-rowan

excerpt: Apollo CEO since 2021; estimated net worth $9.77 billion as of 2026


entity_id: jim-zelter

excerpt: Named President of Apollo Global Management in January 2025


entity_id: athene-holding-ltd

excerpt: Largest provider of retirement insurance products in the US; reacquired by Apollo in January 2022


entity_id: global-atlantic-financial-group

excerpt: $200+ billion AUM; serves millions of policyholders; fully acquired by KKR


entity_id: kkr-co-inc

excerpt: Majority investor in Global Atlantic; completed full acquisition; partner Allan Levine leads Global Atlantic


entity_id: allan-levine

excerpt: Became Executive Chairman of Global Atlantic in 2025; previously served as CEO


entity_id: brighthouse-financial-inc

excerpt: Competitor in retirement security and insurance solutions


entity_id: eileen-mcdonnell

excerpt: Brighthouse Financial leadership


entity_id: f-g-annuities-life

excerpt: Major player in retirement security and insurance solutions market


entity_id: eric-steigerwalt

excerpt: Leads F&G Annuities & Life insurance operations


entity_id: equitable-holdings-inc-eqh

excerpt: Merging with Corebridge to create $1.5 trillion AUM/AUA company; 12+ million customers


entity_id: mark-pearson

excerpt: Current Equitable CEO; will serve as Executive Chair post-merger with Corebridge


entity_id: corebridge-financial-inc

excerpt: Merging with Equitable Holdings; creates combined $1.5 trillion company


entity_id: marc-costantini

excerpt: Corebridge CEO; will lead combined Corebridge-Equitable entity post-merger


entity_id: lincoln-national-corporation

excerpt: Major insurance and annuity company


entity_id: ellen-g-cooper

excerpt: Lincoln Financial CEO as of 2022; EVP, Chief Investment Officer, Enterprise Risk, Annuity Solutions; on Board


excerpt: Vice Chairman of Insurance Operations; built Berkshire Reinsurance Group into largest property-casualty reinsurer


excerpt: Built and led the reinsurance operations; generating primary float for investments


excerpt: Chairman of Gen Re; Berkshire Hathaway reinsurance subsidiary


excerpt: Named eventual successor to Ajit Jain as insurance chief; transition timeline TBD


excerpt: CEO of Berkshire Hathaway; overseeing leadership succession planning


excerpt: CEO of GEICO; former COO; 40-year veteran; joined in 1986


excerpt: GEICO is a subsidiary of Berkshire Hathaway; major auto insurer


excerpt: Former Berkshire executive; concluded tenure and joined JPMorgan Chase


excerpt: President and CEO of AIG; transitioning to Executive Chair by mid-2026


excerpt: Named President and CEO-elect effective February 16, 2026; assumes CEO role post-June 1, 2026


excerpt: Former executive at Aon plc before joining AIG


excerpt: Chairman and CEO of Travelers; continues leadership through 2026


excerpt: Chairman and CEO of Chubb; addressing AI transformation in 2026 shareholder letter


excerpt: Group CEO of Zurich Insurance Group; Insurance Leader of the Year 2023


excerpt: Chairman of Board of Management (CEO) of Allianz; appeared at Davos 2026


excerpt: Asset management division of Allianz; under strategic review for restructuring


excerpt: CEO of AXA SA; contracted to lead until 2030; Chair of Pan-European Insurance Forum


excerpt: President and CEO of MetLife since May 2019; leads 46,000 employees globally


excerpt: President and CEO effective March 31, 2025; oversees International Insurance and PGIM


excerpt: Heads $1.4 trillion global investment management business


excerpt: Former CEO; left Board March 10, 2026; departed company June 30, 2026


excerpt: Chairman and CEO of Apollo since 2021; net worth $9.77 billion


excerpt: President of Apollo Global Management; appointed January 2025


excerpt: Reacquired by Apollo in January 2022; largest US retirement insurance product provider


excerpt: Co-Founder and Executive Chairman of Global Atlantic; became Executive Chair in 2025


excerpt: Partner at KKR; oversees KKR's investment in Global Atlantic


excerpt: KKR completed full acquisition of Global Atlantic; strategic investment in retirement solutions


excerpt: Chairman and CEO of Brighthouse Financial; competitor in retirement solutions


excerpt: President and CEO of F&G Annuities & Life; major annuity provider


excerpt: President and CEO of Equitable Holdings; transitioning to Executive Chair post-merger


excerpt: President and CEO of Corebridge; will lead combined entity post-merger with Equitable


excerpt: All-stock merger expected to close by year-end 2026; creates $1.5 trillion AUM/AUA company


excerpt: President and CEO of Lincoln National; Chief Investment Officer, Enterprise Risk, Annuity Solutions


entity_id: fidelity-government-cash-reserves

excerpt: Money market fund with $245.9B in assets; seeks high current income consistent with capital preservation and liquidity; Fidelity Phillips Street Trust structure


excerpt: JPMorgan Trust I; government securities focused; fact sheets dated March-April 2026 available


excerpt: JPMorgan Trust structure; treasury-focused liquidity product; fact sheet March 2026


excerpt: Active money market ETF launched by BlackRock iShares in 2025; part of cash management expansion


excerpt: Active money market ETF launched by BlackRock iShares in 2025; government securities focused


entity_id: vanguard-treasury-money-market-fund

excerpt: Treasury-focused money market fund; managed by Vanguard Capital Management


entity_id: vanguard-federal-money-market-fund

excerpt: Federal securities focused; money market fund under Vanguard structure


entity_id: vanguard-prime-money-market-fund

excerpt: Prime money market fund; part of Vanguard's liquidity suite


entity_id: vanguard-municipal-money-market-fund

excerpt: Municipal securities focused; managed by Vanguard Capital Management


entity_id: vanguard-money-market-reserves

excerpt: Vanguard investment trust structure; multiple money market vehicles


excerpt: Northern Trust Asset Management; seeks maximum current income with capital preservation; exclusive government securities investment; 0.35% expense ratio


excerpt: Northern Trust Asset Management; government select portfolio strategy


excerpt: Northern Institutional Funds; government securities for institutional clients


excerpt: Federated Hermes structure; government securities income focused; CIO oversight by Deborah Cunningham


excerpt: Dreyfus institutional offering; government money market vehicle; shareholder report FY2026


excerpt: Dreyfus suite of government cash vehicles; institutional and retail


entity_id: federated-hermes

excerpt: Global investment manager; Chief Investment Officer of Global Liquidity Markets: Deborah Cunningham; manages government and prime liquidity products since 1990


entity_id: fidelity-investments

excerpt: Major asset manager; operates multiple government and prime money market funds including FDRXX with $245.9B AUM


entity_id: jpmorgan-asset-management

excerpt: J.P. Morgan division; manages government and money market funds; Trust I and Trust II structures


entity_id: vanguard-capital-management

excerpt: Vanguard subsidiary; portfolio management for money market, bond, and stable value funds; CIO: Sara Devereux


entity_id: the-vanguard-group

excerpt: Major asset manager; exercises portfolio management through Vanguard Capital Management subsidiary since Jan 2026


entity_id: northern-trust-asset-management

excerpt: Northern Trust division; manages NOGXX, NOSXX, BNGXX and other money market funds


entity_id: dreyfus

excerpt: NewYork Mellon subsidiary; manages government and institutional money market funds


entity_id: blackrock

excerpt: Global asset manager; launched active money market ETFs (PMMF, GMMF) via iShares in 2025; Global Head of Cash Management: Jon Steel


entity_id: institutional-cash-distributors

excerpt: Treasury platform; acquired by Tradeweb for $785M in 2024; serves 500+ corporate treasury organizations including 17% of S&P 100; daily balance ~$230B; CEO: Tory Hazard; operates ICDX and ICDR treasury marketplace


entity_id: tradeweb-markets

excerpt: Marketplace operator; acquired ICD in August 2024; integrated ICD Portal with Tradeweb platform; CEO: Billy Hult; President: Thomas Pluta


entity_id: kyriba

excerpt: Treasury management platform; founded 2000; acquired by Bridgepoint Group; serves 4,000+ organizations across 170 countries; processes $51T in payments annually; 1,376 employees as of May 2026; TAI agentic AI solution launched late 2025


entity_id: gtreasury-ripple-treasury

excerpt: Treasury management system; acquired by Ripple for $1B in October 2025; founded 1986; CEO: Renaat Ver Eecke; 40+ years of treasury expertise; integrates traditional and digital assets


excerpt: AI-native treasury management; Series A company; founded 2020; Spokane-based; $24.6M funding; 41 employees as of Jan 2026; offerings include Entity4, Cash4, Forecast, Payments4


entity_id: hazeltree

excerpt: Cloud-based treasury and liquidity management; serves alternative investment managers, hedge funds, asset managers, private equity, real estate, pensions; most recent funding Dec 2024


entity_id: calastone

excerpt: Blockchain-based fund network; treasury and fund management; planned integration with SS&C by Q4 2025; part of SS&C's treasury management expansion


entity_id: deborah-cunningham

excerpt: CFA; joined 1981; 30+ years investment experience; portfolio manager for government and prime liquidity products since 1990; Executive Vice President; senior portfolio manager; author on liquidity 2026 outlook; contrarian view: Fed will remain independent despite Trump admin criticism


entity_id: jon-steel

excerpt: Executive leadership for BlackRock cash management business including iShares money market ETFs


entity_id: sara-devereux

excerpt: Direct oversight of money market, bond, and stable value portfolios; manages Vanguard Fixed Income Group


entity_id: nafis-t-smith

excerpt: Portfolio manager for Vanguard Treasury Money Market Fund (VUSXX) since 2017


entity_id: eion-d-anjou

excerpt: Portfolio manager for Vanguard Federal Money Market Fund (VMFXX) since 2026


entity_id: thanh-nguyen

excerpt: Co-manager of Vanguard Prime Money Market Fund since April 2026


entity_id: blanton-keh

excerpt: Investment management since 2001; Vanguard since 2025; co-manager Vanguard Prime Money Market Fund since April 2026


entity_id: justin-a-schwartz

excerpt: Portfolio manager for Vanguard Municipal Money Market Fund (VMSXX) since 2016


entity_id: tory-hazard

excerpt: Reports to Tradeweb President Thomas Pluta; joined Tradeweb Operating Committee upon ICD acquisition closing in August 2024


entity_id: thomas-pluta

excerpt: Direct report from Tory Hazard (ICD CEO); overseeing treasury platform integration


entity_id: billy-hult

excerpt: CEO announcing ICD acquisition completion; strategic expansion into corporate treasury market


entity_id: renaat-ver-eecke

excerpt: CEO at time of Ripple $1B acquisition in October 2025; leading integration of traditional and digital asset treasury


entity_id: orazio-pater

excerpt: Founded GTreasury (formerly Ripple Treasury) in 1986; 40+ years treasury management legacy


entity_id: laurence-d-fink

excerpt: Corporate leadership; oversees BlackRock cash management expansion and ETF launches


entity_id: robert-s-kapito

excerpt: Corporate leadership at BlackRock


entity_id: martin-s-small

excerpt: Corporate financial leadership at BlackRock


excerpt: CIO oversight of government and prime liquidity products; joined 1981; 30+ years experience


excerpt: Executive leadership for iShares money market ETFs and cash management division


excerpt: Oversight of money market fund portfolio management


excerpt: Manages Vanguard Treasury Money Market Fund (VUSXX) since 2017


excerpt: Manages Vanguard Federal Money Market Fund (VMFXX) since 2026


excerpt: Co-manages Vanguard Prime Money Market Fund since April 2026


excerpt: Co-manages Vanguard Prime Money Market Fund since April 2026; joined Vanguard 2025


excerpt: Manages Vanguard Municipal Money Market Fund (VMSXX) since 2016


excerpt: Wholly-owned subsidiary exercising portfolio management since January 12, 2026


excerpt: Leads $230B daily treasury platform serving 500+ corporate clients; joined Tradeweb Operating Committee 2024


excerpt: Direct report from ICD CEO; overseeing treasury platform integration and expansion


excerpt: Executive leadership for Tradeweb's acquisition and integration of ICD


excerpt: Leading Ripple's $1B acquisition and integration; 40+ year treasury legacy


excerpt: Corporate leadership overseeing cash management expansion


excerpt: $785M acquisition completed August 2024; integrates treasury marketplace with institutional trading platform


excerpt: $1B acquisition announced October 2025; integrates 40+ year treasury legacy with digital asset capabilities


excerpt: $245.9B AUM; ticker FDRXX; Fidelity Phillips Street Trust structure


excerpt: Ticker MJGXX; JPMorgan Trust I structure; government securities focus


excerpt: JPMorgan Trust structure; treasury-focused product


excerpt: Ticker PMMF; active ETF launched 2025; iShares brand


excerpt: Ticker GMMF; active ETF launched 2025; iShares brand


excerpt: Ticker VUSXX; managed by VCM portfolio managers


excerpt: Ticker VMFXX; managed by VCM portfolio managers


excerpt: Co-managed by VCM portfolio managers since April 2026


excerpt: Ticker VMSXX; managed by VCM portfolio managers


excerpt: Ticker NOGXX; government securities exclusive; $36 cost per $10K invested (0.35% ER); 3.84% 1-year return


excerpt: Ticker NOSXX; government select strategy


excerpt: CIO oversight by Deborah Cunningham; government securities income


excerpt: Ticker DSVXX; institutional government money market vehicle


entity_id: moody-s-corporation

excerpt: Major NRSRO. Largest ratings agency by market share globally.


entity_id: rob-fauber

excerpt: CEO of Moody's Corporation since 2021


entity_id: s-p-global-ratings

excerpt: Major NRSRO. Part of S&P Global Inc. Global ratings, analytics, and data provider.


entity_id: martina-cheung

excerpt: Promoted to S&P Global CEO on November 1, 2024, from President of S&P Global Ratings (2022-2024)


entity_id: yann-le-pallec

excerpt: Appointed President of S&P Global Ratings effective November 1, 2024, succeeding Martina Cheung. Also chairs CRISIL Board. Joined S&P in 1999.


entity_id: fitch-group

excerpt: Major NRSRO. Part of Fitch Group (subsidiary of Hearst Communications).


entity_id: fitch-ratings

excerpt: Operating entity of Fitch Group providing credit ratings and research.


entity_id: ian-linnell

excerpt: Appointed President in February 2017. Responsible for analytical, commercial, and operational activities. Over 20 years at Fitch since 1997.


entity_id: dbrs-morningstar

excerpt: NRSRO. Canadian-based ratings agency, subsidiary of Morningstar Inc.


entity_id: detlef-scholz

excerpt: CEO with 94% approval rating across organization in 2026.


entity_id: kroll-bond-rating-agency-kbra

excerpt: NRSRO established 2010. 650+ professionals. Specializes in structured finance, private credit, and corporate ratings. Headquartered in NY.


entity_id: jim-nadler

excerpt: Co-founder of KBRA. 30+ years in financial analysis. Previously at Fitch Ratings and Standard & Poor's. B.A. economics, Kansas; MBA, Rutgers.


entity_id: jules-kroll

excerpt: Pioneered modern investigations and corporate security. Parent founder (Kroll Inc.)


entity_id: eric-thompson

excerpt: Oversees structured finance operations at Kroll Bond Rating Agency.


entity_id: dev-parekh

excerpt: Manages finance and operations at Kroll Bond Rating Agency.


entity_id: william-cox

excerpt: Leads analytical direction at Kroll Bond Rating Agency.


entity_id: kate-kennedy

excerpt: Handles investor relations at Kroll Bond Rating Agency.


entity_id: ira-powell

excerpt: Brings capital markets expertise to Kroll Bond Rating Agency.


entity_id: bill-wright

excerpt: Drives innovation at Kroll Bond Rating Agency.


entity_id: egan-jones-ratings-company

excerpt: Independent NRSRO. Recently applied for additional ratings licenses in 2025. SEC review process ongoing.


entity_id: sean-egan

excerpt: CEO of Egan-Jones Ratings Company. Barred from rating decisions under SEC settlement (2022). Company addressing regulatory scrutiny in 2026.


entity_id: am-best

excerpt: NRSRO specializing in insurance industry ratings. Matthew Mosher retired as CEO end of 2024.


entity_id: roger-sellek

excerpt: Current CEO of AM Best in 2026.


entity_id: jim-gillard

excerpt: COO of AM Best.


entity_id: japan-credit-rating-agency-jcr

excerpt: NRSRO designated by SEC in 2007. Major ratings agency for Japanese corporations. Active in 2026.


entity_id: makoto-utsumi

excerpt: President and CEO of Japan Credit Rating Agency (JCR) in 2026.


entity_id: rating-and-investment-information-r-i

excerpt: Japan's largest credit rating agency. Established 1975. Member of Nikkei Group. NRSRO since 2007.


entity_id: toru-yoshida

excerpt: President and CEO of Rating and Investment Information, Inc. (R&I) Japan in 2026.


excerpt: Leading Chinese credit rating agency. Founded 1992. 30% owned by Moody's Corporation via Moody's China (B.V.I.) Limited; 70% owned by Beijing Zhixiang Information Management.


entity_id: lianhe-global-credit-rating

excerpt: Type 10 licensed corporation, Hong Kong SFC. Founded 2017. Wholly-owned subsidiary of China Lianhe Credit Rating Co., Ltd (top 2 largest in China).


entity_id: dr-stan-ho

excerpt: CEO of Lianhe Ratings Global in 2026.


entity_id: dr-wang-shao-bo

excerpt: Chairman of Lianhe Ratings Global Limited. Also owns 31% of parent company China Lianhe.


entity_id: arc-ratings

excerpt: International CRA headquartered London. 35+ years. ECAI status. Offices in Lisbon, Milan, Barcelona, Vilnius, South Africa. ~47 employees. Rated €180bn+ transactions.


entity_id: capital-intelligence-ratings-ci-ratings

excerpt: Cyprus-based ECAI. Established 1982. Specializes MENA, North Africa, EM, Asia. Rates 200+ banks, corporates, bonds, sukuk in 25 countries. Limassol HQ.


entity_id: crisil-limited

excerpt: India's leading CRA. Subsidiary of S&P Global. Established 1987. Rated 35,000+ corporates and financial institutions. SEBI-regulated.


entity_id: crisil-ratings-limited

excerpt: Operating division of CRISIL Limited providing credit ratings in India.


entity_id: amish-mehta

excerpt: CEO of CRISIL Limited since October 1, 2021. 20+ years experience. Previously President/CFO (2014), COO (2017). Background: BP/Castrol, EY, ExxonMobil.


entity_id: subodh-rai

excerpt: Leads the Ratings business division of CRISIL.


entity_id: gurpreet-chhatwal

excerpt: COO of CRISIL Limited.


entity_id: icra-limited

excerpt: Investment Information and Credit Rating Agency. Founded 1991. Listed NSE/BSE. Moody's Investors Service holds majority stake.


entity_id: care-ratings-limited

excerpt: Credit Analysis and Research Limited. Established 1993. Operates under CareEdge brand. Independently listed Indian organization. SEBI-regulated.


excerpt: CEO since 2021


excerpt: Previous role: President of S&P Global Ratings (2022-2024); promoted to S&P Global Inc CEO Nov 2024


excerpt: President since November 1, 2024; succeeds Martina Cheung


excerpt: Chairs Board of CRISIL Ltd (S&P Global subsidiary in India)


excerpt: President since February 2017; 20+ years at Fitch since 1997


excerpt: CEO in 2026


excerpt: Co-Founder and CEO; barred from rating decisions under 2022 SEC settlement


excerpt: Executive Vice President & Chief Operating Officer


excerpt: President & CEO in 2026


excerpt: President and CEO in 2026


excerpt: CEO of Lianhe Ratings Global Limited


excerpt: Chairman of Lianhe Ratings Global; also owns 31% of parent company


excerpt: Managing Director and CEO since October 1, 2021


excerpt: Managing Director; leads Ratings business division


excerpt: Chief Operating Officer


excerpt: S&P Global majority owner of CRISIL Ltd, India's largest CRA


excerpt: Major global competitor in credit ratings


excerpt: Moody's Investors Service holds majority stake in ICRA Limited (India)


entity_id: blackrock

excerpt: Global ETF issuer, iShares division manages major ETFs including spot Bitcoin ETF (IBIT)


entity_id: ishares

excerpt: BlackRock's ETF brand; manages spot Bitcoin ETF (IBIT) and major equity/bond ETFs


entity_id: vanguard

excerpt: Major ETF issuer; recently opened to crypto ETF trading for Bitcoin, Ether, XRP, Solana


entity_id: state-street-global-advisors

excerpt: Manages $424B SPDR S&P 500 ETF Trust (SPY); rebranded to State Street Investment Management in 2025


entity_id: spdr-etfs

excerpt: State Street's flagship ETF brand; includes SPY ($424B), SPDR Nasdaq 100 ETF (filed 2026)


entity_id: invesco

excerpt: Manages Invesco QQQ Trust ($217B); filed for Nasdaq 100 ETF in 2026


entity_id: invesco-qqq-trust

excerpt: $217B Nasdaq 100 ETF; major tech-heavy index tracker


entity_id: proshares

excerpt: Founded 1997; leveraged and inverse ETF specialist; launched SpaceX leveraged ETFs in 2026


entity_id: direxion

excerpt: Leveraged and inverse ETF specialist; filed warning letters with SEC alongside ProShares


entity_id: wisdomtree

excerpt: Scaled crypto assets from $30M to $750M; crypto business near profitability as of Feb 2026


entity_id: global-x-etfs

excerpt: Founded 2008; $40B AUM; 80+ thematic growth, income, international products; headquarters NYC


entity_id: ark-invest

excerpt: Founded 2014; $30B AUM; thematic/disruptive technology focus; St. Petersburg, Florida


entity_id: defiance-etfs

excerpt: $1.5B AUM; thematic ETF competitor to ARK with nearer-term investment horizon


entity_id: pacer-etfs

excerpt: Strategy-driven ETF provider; launched quality FCF, dividend, and international export ETFs in Jan 2026


entity_id: roundhill-investments

excerpt: ETF provider involved with BondBloxx ETF Trust for bond ETF products


entity_id: bondbloxx-etf-trust

excerpt: USD high yield bond ETFs; Larkspur, CA; SEC filings through 2026


entity_id: schwab

excerpt: Charles Schwab; launches Schwab Strategic Trust ETFs; leadership changes in 2026


entity_id: salim-ramji

excerpt: Former Head of BlackRock iShares (2019-2024); launched spot Bitcoin ETF (IBIT); first external CEO in Vanguard's 50-year history


entity_id: laurence-fink

excerpt: Leads global ETF issuer and asset manager; oversees iShares division


entity_id: yie-hsin-hung

excerpt: Joined State Street Dec 2022; leads global asset management with trillions AUM; oversees SPDR ETF franchise


entity_id: anna-paglia

excerpt: Former Managing Director & Global Head of ETFs at Invesco; hired Nov 2023 to develop growth strategy for State Street's global ETFs


entity_id: andrew-schlossberg

excerpt: Leads Invesco since June 2023; oversees QQQ and global ETF operations


entity_id: doug-sharp

excerpt: Expanded leadership at Invesco over Americas, EMEA; oversees global ETF operations for Invesco


entity_id: michael-sapir

excerpt: Founded ProShares in 1997; leads leveraged/inverse ETF provider with major 2026 SpaceX ETF launches


entity_id: douglas-yones

excerpt: Appointed Nov 2024; former Head of Exchange Traded Products at NYSE; leads leveraged/inverse ETF strategy


entity_id: jonathan-steinberg

excerpt: Owns 9.2M+ WisdomTree shares (~$176M); pivoted company to crypto as core business by Feb 2026


entity_id: cathie-wood

excerpt: Founded ARK 2014; $30B AUM; leads thematic/disruptive tech ETF strategy; ultimate responsibility for investment decisions


entity_id: sylvia-jablonski

excerpt: $1.5B AUM firm; differentiates from ARK with nearer-term investment horizon vs. ARK's 5-year outlook


entity_id: ryan-o-connor

excerpt: Appointed April 8, 2024; 7 years at Goldman Sachs leading ETF product platform; 10+ years at State Street SPDR operations


entity_id: chris-mchaney

excerpt: Oversees management of Global X's product suite of 125+ ETFs; industry veteran


entity_id: hyun-su-ahn

excerpt: Leads product and operations at Global X ETFs


entity_id: luis-berruga

excerpt: Led Global X for decade; grew AUM from $10.1B to $38.4B; stepped down Nov 2023 for family reasons


entity_id: sean-o-hara

excerpt: Leads distribution and strategy for Pacer ETFs; oversaw Q1 2026 launches of quality FCF, dividend, and international ETFs


entity_id: rick-wurster

excerpt: Leads Schwab during 2026 leadership transitions and ETF growth initiatives


entity_id: tyler-woulfe

excerpt: Promoted from Managing Director of Banking & Trust Services; replaces retiring Paul Woolway


entity_id: neesha-hathi

excerpt: New organization focused on integrated wealth and banking at Schwab


entity_id: steven-hung

excerpt: Added to portfolio management team for Schwab TIPS, short/intermediate/long-term Treasury ETFs (March 2026)


excerpt: Head of iShares at BlackRock 2019-2024


excerpt: CEO of Vanguard since July 8, 2024


excerpt: Head of BlackRock iShares 2019-2024; launched spot Bitcoin ETF


excerpt: Chairman and CEO of BlackRock


excerpt: President & CEO since Dec 2022


entity_id: yie-hsin-hung--oversees--spdr-etfs

excerpt: Leads State Street Investment Management which operates SPDR ETF franchise


excerpt: Chief Business Officer since Nov 2023


excerpt: Former Managing Director & Global Head of ETFs at Invesco


excerpt: President, Director and CEO since June 2023


excerpt: Senior Managing Director overseeing global ETF operations


entity_id: michael-sapir--founded--proshares

excerpt: Founded ProShares in 1997


excerpt: Founder and CEO of ProShares


excerpt: CEO since Nov 2024


entity_id: jonathan-steinberg--founded--wisdomtree

excerpt: Founder of WisdomTree; owns 9.2M+ shares


excerpt: Founder and CEO of WisdomTree


entity_id: cathie-wood--founded--ark-invest

excerpt: Founded ARK in 2014


excerpt: Founder, CEO, and CIO of ARK Invest


excerpt: CEO of Defiance ETFs


excerpt: CEO since April 8, 2024


excerpt: EVP Head of Investment Management & Strategy


excerpt: Executive Vice President, Head of Product and Operations


excerpt: Former CEO; stepped down Nov 2023 after a decade growing AUM from $10.1B to $38.4B


excerpt: President of Pacer ETFs Distributors


excerpt: President and CEO of Charles Schwab


excerpt: CEO of Charles Schwab Bank effective July 1, 2026


excerpt: Head of Wealth Advisory and Banking Services effective July 1, 2026


excerpt: Portfolio Manager for Schwab Treasury ETFs (added March 2026)


entity_id: ishares--subsidiary--blackrock

excerpt: BlackRock's ETF division


excerpt: State Street's flagship ETF brand


entity_id: invesco-qqq-trust--subsidiary--invesco

excerpt: $217B ETF product of Invesco


excerpt: Roundhill Investments involved with BondBloxx ETF products


entity_id: capital-group

excerpt: Parent of American Funds; Los Angeles-based


entity_id: michael-c-gitlin

excerpt: Leads Capital Group and American Funds; based in Los Angeles office


entity_id: t-rowe-price

excerpt: Major global active asset manager with comprehensive investment services


entity_id: rob-sharps

excerpt: Continues to lead firm; sets overall vision and strategy


entity_id: eric-veiel

excerpt: Effective June 1, 2026; manages enterprise-level strategy


entity_id: s-bastien-page

excerpt: Effective June 1, 2026; heads Global Multi-Asset through September 30


entity_id: wyatt-lee

excerpt: Effective October 1, 2026; joins Management Committee January 1, 2027


entity_id: wellington-management

excerpt: Independent asset management firm across North America, Europe, APAC


entity_id: jean-hynes

excerpt: Leads Wellington Management with focus on AI transformation and private markets in DC arena; 2026 annual CEO letter


entity_id: dodge-cox

excerpt: Established 1930; independent investment management firm


entity_id: roger-g-kuo

excerpt: Successor to Dana Emery effective January 1, 2026; serves on board and investment committee


entity_id: david-c-hoeft

excerpt: Succeeded Dana Emery as Chair effective January 1, 2026; sixth generation leadership since 1930


entity_id: dana-emery

excerpt: Retired December 31, 2025 after four-decade career


entity_id: lord-abbett

excerpt: Offers fixed income, equity, private credit, and municipal bond strategies


entity_id: doug-sieg

excerpt: Leads firm since April 2018; focuses on culture, investment talent, and process improvements


entity_id: robert-a-lee

excerpt: Heads Core Plus Bond Fund and Total Return Fund teams


entity_id: andrew-h-o-brien

excerpt: Heads Short Duration Income Fund team


entity_id: janus-henderson

excerpt: Global diversified asset management firm


entity_id: ali-dibadj

excerpt: Leads Executive Committee; responsible for strategic direction and overall management


entity_id: kelly-cavagnaro

excerpt: Appointed 2026 to head institutional business in North America


entity_id: columbia-threadneedle-investments

excerpt: Global asset management subsidiary of Ameriprise


entity_id: ted-truscott

excerpt: CEO since 2010; acting interim global CIO from July 1, 2026


entity_id: william-davies

excerpt: Retiring June 30, 2026 after distinguished 33-year service


entity_id: putnam-investments

excerpt: Part of Empower retirement services; offers mutual funds and investment services


entity_id: robert-l-reynolds

excerpt: Leads Putnam Investments as of 2026


entity_id: andra-s-bolotin

excerpt: Part of Putnam executive leadership


entity_id: aaron-m-cooper


entity_id: calamos-investments

excerpt: Investment firm celebrating decade of historic growth; Chicago-based


entity_id: john-p-calamos-sr

excerpt: Founder and senior leadership; guides global investment strategy


entity_id: john-koudounis

excerpt: Spoke at Davos World Economic Forum 2026 on future of finance and digital assets; keynote at Bitcoin 2026 Las Vegas


entity_id: robert-parise-jr

excerpt: Appointed December 2025 as part of leadership expansion


entity_id: paul-ticu


entity_id: tweety-browne

excerpt: Value investing firm; established 1920; operates mutual funds and managed accounts


entity_id: royce-investment-partners

excerpt: Specializes in US small-cap market strategies and opportunities


entity_id: wasatch-advisors

excerpt: Asset management firm specializing in growth and international investing


entity_id: mike-yeates

excerpt: Became CEO January 2025; first from non-investment background


entity_id: sam-stewart

excerpt: Board of Directors serves as collaborative management team


entity_id: j-b-taylor

excerpt: Retired end of 2025; influential long-time leader


entity_id: eric-bergeson

excerpt: Retired end of 2025; duties absorbed by Board members


entity_id: artisan-partners

excerpt: Independent global asset management firm


entity_id: eric-colson

excerpt: Appointed Executive Chair June 4, 2025; previously CEO January 2010 to June 2025


entity_id: jason-gottlieb

excerpt: Appointed CEO effective June 4, 2025; previously President


entity_id: hartford-funds

excerpt: Asset management subsidiary offering mutual funds and investment products


entity_id: gmo-grantham-mayo-co

excerpt: Boston-based asset management firm; value and thematic investing focus


entity_id: jeremy-grantham

excerpt: January 2026 GMO letter on AI bubble thesis; major holdings include Microsoft, Alphabet, J&J, Apple, Meta


entity_id: franklin-templeton

excerpt: Global asset management parent company of Putnam Investments and Royce Investment Partners


entity_id: ameriprise-financial

excerpt: Parent company of Columbia Threadneedle Investments


excerpt: Leads Capital Group and American Funds


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excerpt: Reports to Rob Sharps; Management Committee member


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excerpt: Leads Wellington with focus on AI and private markets transformation


excerpt: Effective January 1, 2026; successor to Dana Emery


excerpt: Effective January 1, 2026; works with Roger Kuo in sixth generation of leadership


excerpt: Leads firm since April 2018


excerpt: Leads Core Plus Bond and Total Return fund teams


excerpt: Leads Short Duration Income Fund


excerpt: CEO since June 2022; leads Executive Committee


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excerpt: CEO since 2010; interim global CIO from July 1, 2026


excerpt: Retiring June 30, 2026 after 33 years


excerpt: CEO since 2008


excerpt: Part of Putnam executive leadership


excerpt: Founder guiding global investment strategy


excerpt: CEO for 10 years (2016-2026); high-profile speaker at Davos and Bitcoin conferences


excerpt: Appointed December 2025


excerpt: CEO since January 2025; formerly CFO with 20+ years tenure


excerpt: Leads Board of Directors as collaborative management team


excerpt: Appointed Executive Chair June 4, 2025; was CEO January 2010-June 2025


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excerpt: Putnam is asset management subsidiary of Franklin Templeton


excerpt: Royce is specialty small-cap equity subsidiary of Franklin Templeton


excerpt: Columbia Threadneedle is global asset management subsidiary of Ameriprise


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entity_id: federal-reserve

excerpt: Operates Fedwire and National Settlement Service (NSS) with expanded Sunday/holiday operations planned for 2028


entity_id: fedwire

excerpt: Connects over 9,000 US financial institutions; migrating to ISO 20022; expanding to Sunday operations 2028


entity_id: chips

excerpt: Nets daily settlements; used by select major US financial institutions


entity_id: cls-group

excerpt: Manages four-fifths of global currency exchanges; operates CLS Bank


entity_id: marc-bayle-de-jess

excerpt: CEO of CLS Group (joined December 2019); former ECB Director General for Market Infrastructure and Payments


entity_id: swift

excerpt: Used by 11,000 banks globally for instant bank transfers


entity_id: javier-p-rez-tasso

excerpt: CEO of SWIFT; formerly head of SWIFT for the Americas


entity_id: european-central-bank

excerpt: Operates T2, T2S, TIPS, and ECMS payment and settlement systems


excerpt: Launched March 2023; integrated with T2S on single platform


excerpt: Eurosystem's integrated platform for simultaneous cash and securities exchange


entity_id: tips

excerpt: TARGET Instant Payment Settlement; operates 24/7 for Eurosystem


entity_id: ecms

excerpt: Launched June 16, 2025; completes Eurosystem's Vision 2020 initiative


entity_id: eurosystem

excerpt: Manages T2, T2S, TIPS, ECMS; Market Infrastructure Board governs daily operations


entity_id: six-group

excerpt: Operates SIC and euroSIC payment systems; formed 2008 via merger of SWX Group, SIS Group, Telekurs Group


entity_id: sic

excerpt: Launched June 10, 1987; processes ~100 billion CHF daily; migrating to new platform with no onboarding in Nov-Dec 2026


entity_id: sic-ltd

excerpt: Operates under Swiss National Bank supervision


entity_id: patrick-graf

excerpt: Representative from St.Galler Kantonalbank


entity_id: matthias-sailer

excerpt: Leads SIC Ltd operations


entity_id: timo-pfahl

excerpt: Information technology leadership at SIC


entity_id: thomas-hildebrandt

excerpt: Governance role in Swiss payments infrastructure


entity_id: eurosic

excerpt: Processes euro payments between Swiss/international financial institutions in real-time


excerpt: Part of TMX Group; operates CDS and CDSX for equity, debt, and money market clearing


entity_id: cds

excerpt: Clears and settles exchange-traded and OTC equity, debt, money market transactions


entity_id: cdsx

excerpt: Operates under TMX Group; clearing house for equity options and fixed income


entity_id: cdcc

excerpt: Clearinghouse for options, commodity futures, and government securities; CCP for OTC equity options


entity_id: tmx-group

excerpt: Owns Canadian Depository for Securities Limited


excerpt: Operates CCASS; linked with ChinaClear for stock connect clearing


entity_id: ccass

excerpt: Handles securities clearing and settlement; linked with ChinaClear; settlement agent structure for foreign access


entity_id: chinaclear

excerpt: Hosts central counterparty clearing for mainland China securities; linked with Hong Kong HKSCC


entity_id: jasdec

excerpt: Japan's main securities depository


excerpt: Mumbai-based; one of two functioning Indian depositories with ~50% market share


entity_id: cdsl

excerpt: Market Infrastructure Institution; market cap ₹28,670.62 crore as of June 22, 2026


entity_id: nsdl

excerpt: India's other major depository; serves 2.4 crore active investors with 36,123 DP service centers


entity_id: nayana-ovalekar

excerpt: Appointed June 19, 2026 for term through June 18, 2031


entity_id: computershare

excerpt: Operates global shareholder registry, dividend management, and depository services


entity_id: stuart-irving

excerpt: CEO of Computershare since July 2014; joined company in 1998


entity_id: equiniti

excerpt: Transfer agent and investor services subsidiary


entity_id: link-group

excerpt: Competitor in transfer agent and depository services space


entity_id: euroclear-group

excerpt: Operates Euroclear Bank and Euroclear Systems


entity_id: swiss-national-bank

excerpt: Supervises SIC payment system operations


entity_id: bank-of-canada

excerpt: Regulates Canadian clearing and settlement systems


entity_id: options-clearing-corporation

excerpt: Clears options on US exchanges; participates in CCP12 group


entity_id: occ

excerpt: CCP12 member publishing Public Quantitative Disclosures


excerpt: Over 90% of members publish Public Quantitative Disclosures; coordinates clearing risk standards


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excerpt: Head of SIC IT at SIC Ltd


excerpt: Executive Director, Vertical 2 at CDSL (June 2026 appointment)


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entity_id: six-group--operates--sic-ltd

excerpt: SIX Group operates SIC Ltd payment system


entity_id: six-group--operates--eurosic

excerpt: SIX Group operates euroSIC euro payment system


entity_id: federal-reserve--operates--fedwire

excerpt: Federal Reserve operates Fedwire RTGS system


entity_id: federal-reserve--operates--chips

excerpt: Federal Reserve operates CHIPS settlement system


excerpt: Eurosystem operates T2 RTGS payment system


excerpt: Eurosystem operates T2S securities settlement platform


entity_id: eurosystem--operates--tips

excerpt: Eurosystem operates TIPS instant payment service


entity_id: eurosystem--operates--ecms

excerpt: Eurosystem operates ECMS collateral management system


entity_id: tmx-group--operates--cds

excerpt: TMX Group owns and operates Canadian Depository for Securities


entity_id: tmx-group--operates--cdsx

excerpt: TMX Group operates CDSX clearing and settlement platform


entity_id: tmx-group--operates--cdcc

excerpt: TMX Group operates Canadian Derivatives Clearing Corporation


entity_id: computershare--owns--equiniti

excerpt: Computershare owns Equiniti transfer agent subsidiary


excerpt: ECB operates Eurosystem payment infrastructure


excerpt: Marc Bayle de Jessé is Chief Executive Officer reporting to Board


entity_id: swift--leadership--javier-p-rez-tasso

excerpt: Javier Pérez-Tasso leads SWIFT as CEO


excerpt: SIC operates under SNB supervision


excerpt: HKEX operates CCASS clearing and settlement system


excerpt: CLS hosts CCP; HKSCC is participant for stock connect northbound trades


entity_id: lseg-london-stock-exchange-group

excerpt: Global FX marketplace and primary venue operator, owner of FXall platform and EBS


entity_id: neil-penney

excerpt: LSEG - supervises FX business leadership


entity_id: jill-siegelbaum

excerpt: LSEG - former Head of Refinitiv FXall platform


entity_id: stephen-best

excerpt: LSEG - formerly FX Solutions lead at CME Group, CEO at FX Bridge


entity_id: sally-francis-cole

excerpt: LSEG - formerly Global Head of Sales at Record Currency Management


entity_id: fxall

excerpt: LSEG-owned multi-bank FX trading platform, 25+ years legacy


entity_id: ebs-electronic-broking-services

excerpt: CME Group-owned, integrated under LSEG FX operations


excerpt: Deutsche Börse subsidiary, global FX spot and NDF trading


entity_id: carlo-k-lzer

excerpt: Deutsche Börse Group - founded 360T in 2000


entity_id: thomas-spaun

excerpt: 360T Group - joined 2013, formerly 12 years UBS Investment Bank


entity_id: rahul-bowry

excerpt: 360T - joined 2024, former Director of Sales FX at Cboe FX


entity_id: matt-o-hara

excerpt: 360T Americas - joined 2015, formerly SVP Thomson Reuters


entity_id: eva-maria-fetzer

excerpt: 360T Group - original employee since 2002


entity_id: jens-kramer

excerpt: 360T Group - became CIO 2026, formerly IBM and ABN AMRO


entity_id: deutsche-b-rse

excerpt: Owns 360T and Autobahn FX platforms


entity_id: autobahn-fx

excerpt: Deutsche Bank platform - spot, forwards, precious metals


entity_id: cboe-fx-formerly-hotspot-fx

excerpt: Cboe-owned electronic FX trading platform - $54.9B ADV May 2026


entity_id: citi-citigroup

excerpt: Major FX prime broker with Citi Velocity and CitiFX platforms


entity_id: flavio-figueiredo

excerpt: Citi - leads FX trading expansion into hedge funds and PE


entity_id: dirk-willer

excerpt: Citi - macro strategy and asset allocation


entity_id: citi-velocity

excerpt: Market-leading FX execution platform for multinational corporates


entity_id: citifx-pulse

excerpt: Real-time FX spot, forward, NDF and swap pricing across 400+ pairs


entity_id: jpmorgan-chase

excerpt: Top 3 FX prime broker, ~$1T client balances, eXecute platform


entity_id: troy-rohrbaugh

excerpt: JPMorgan - oversees Rates, FX, Emerging Markets, Commodities


entity_id: brian-lysiak

excerpt: JPMorgan Asset Management


entity_id: arindam-sandilya

excerpt: JPMorgan Chase Bank


entity_id: eileen-mcdonald

excerpt: JPMorgan


entity_id: goldman-sachs

excerpt: Market leader in prime brokerage - 63% BDC penetration, Marquee platform


entity_id: ashok-varadhan

excerpt: Goldman Sachs - oversees market operations including FX


entity_id: goldman-marquee

excerpt: Goldman Sachs - proprietary FX research and market intelligence


entity_id: morgan-stanley

excerpt: Top 3 FX prime broker - $1T+ client balances, Matrix platform


excerpt: Top-tier FX prime broker and dealer


entity_id: bnp-paribas

excerpt: Cortex FX platform - acquired Deutsche Bank prime finance 2019-2021


entity_id: luke-waddington

excerpt: BNP Paribas - Cortex FX platform


entity_id: tim-edwards

excerpt: BNP Paribas


entity_id: joe-nash


entity_id: cortex-fx

excerpt: BNP Paribas - multi-product FX platform for RFQ and streaming


entity_id: deutsche-bank

excerpt: Retains FX prime brokerage operations despite equity/PB transfer to BNP


entity_id: hsbc

excerpt: 24-hour FX trading with London, New York, Hong Kong hubs


entity_id: volkan-benihasim

excerpt: HSBC - oversees FX, emerging markets rates, commodities


entity_id: franck-lacour

excerpt: HSBC


entity_id: antoine-maurel


entity_id: monish-tahilramani


entity_id: sonu-kapoor

excerpt: HSBC - joined 2026, EM FX and rates specialist


entity_id: ubs

excerpt: Major FX dealer with UBS Neo single-dealer platform


entity_id: ubs-neo

excerpt: UBS - integrated FX trading with advanced analytics


entity_id: stephan-hoeger

excerpt: UBS


entity_id: tgetg-roethlin


entity_id: ciara-quinlan


entity_id: paul-buttenmueller


entity_id: marko-athanasopoulos

excerpt: UBS - formerly Barclays Capital Global FX and EM Distribution


entity_id: michelle-bereaux

excerpt: UBS - appointed January 2026


entity_id: saxo-bank

excerpt: J. Safra Sarasin-majority owned (75%), ~1.5M clients, EUR 115B AUM


entity_id: daniel-belfer

excerpt: Saxo Bank - appointed 2026, Safra Group executive with 30+ years experience


entity_id: kim-fournais

excerpt: Saxo Bank - stepped down as CEO 2026, retained 28% stake


entity_id: cme-group

excerpt: Operates EBS Market and FX Spot+ venues, acquired NEX 2018


entity_id: ebs-market

excerpt: CME Group - anonymous all-to-all CLOB for FX spot and NDFs


entity_id: fx-spot

excerpt: CME Group - electronic FX spot CLOB


entity_id: ebs-direct

excerpt: CME Group - bilateral FX spot trading for banks and institutions


entity_id: ion-group

excerpt: TradAir, Barracuda FX, Spectrum, Wallstreet FX trading solutions


entity_id: tradair

excerpt: ION Group - FX pricing and distribution


entity_id: barracuda-fx

excerpt: ION Group - end-to-end modular FX platform


entity_id: spectrum

excerpt: ION Group - FX hedging and treasury


entity_id: wallstreet-fx

excerpt: ION Group - real-time currency management


entity_id: refinitiv

excerpt: Acquired by LSEG 2021 - FXall platform, market data


entity_id: flextrade-systems

excerpt: Integrated with CME EBS and FX Spot+ in Feb 2026


entity_id: spectra-markets

excerpt: Daily macro analysis published for FX trading community


entity_id: ashley-wilson

excerpt: BNP Paribas - prime brokerage expansion since Deutsche Bank integration


excerpt: Group Head of FX


excerpt: Former Refinitiv FXall head, now LSEG strategic partnerships


excerpt: Head of FX Product


excerpt: Global Sales Lead


excerpt: Multi-bank FX trading platform


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excerpt: Group CEO and founder 2000


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excerpt: CEO Americas


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excerpt: Group CIO


excerpt: FX trading platform subsidiary


excerpt: FX REST/FIX API platform


excerpt: Global Head of FX & Digital Assets


excerpt: Global Head of FX Trading


excerpt: Head of Macro Strategy


excerpt: FX trading platform


excerpt: FX market intelligence platform


excerpt: Co-Head Markets & Securities Services


excerpt: Head Global FICC Trading


excerpt: Executive Director FX Strategy


excerpt: Executive Director FX Trading


excerpt: Co-Head Global Banking & Markets


excerpt: FX research platform


excerpt: Deputy Head Electronic Markets


excerpt: Head Electronic Markets APAC


excerpt: FX LM Commodities eCOO


excerpt: Global Head Prime Services


excerpt: Head Macro Division


excerpt: Head Equities


excerpt: Co-Head Credit and Financing


excerpt: Emerging Markets Trader


excerpt: Global Head eFX Distribution


excerpt: Head eFX Principal Trading EMEA


excerpt: Head Principal e-Trading


excerpt: Global Head eFX Trading


excerpt: Co-Head Global Markets 2020-2024


excerpt: Chief Compliance Officer


excerpt: FX single-dealer platform


excerpt: CEO appointed 2026


excerpt: Founder, Chair


excerpt: FX CLOB venue


excerpt: FX spot CLOB


excerpt: FX disclosed venue


excerpt: Rules-based FX trading


excerpt: eFX platform


excerpt: FX solution


excerpt: FX processing


excerpt: Former Director Sales FX


excerpt: Former Head FX Solutions


excerpt: Former Head FXall platform


entity_id: ares-capital-corporation

excerpt: Largest publicly traded BDC specializing in direct lending


entity_id: kort-schnabel

excerpt: Ares Capital Corporation CEO since April 30, 2025


entity_id: jim-miller

excerpt: Ares Capital Corporation President since October 2024


entity_id: mitchell-goldstein

excerpt: Ares Capital Corporation Co-Chairman of the Board


entity_id: michael-smith


entity_id: scott-c-lem

excerpt: Ares Capital Corporation CFO and Treasurer


entity_id: paul-cho

excerpt: Ares Capital Corporation Managing Director and CAO


entity_id: lisa-morgan

excerpt: Ares Capital Corporation Chief Compliance Officer


entity_id: blue-owl-capital-corp

excerpt: Major BDC platform with diversified credit strategies


entity_id: craig-w-packer

excerpt: Blue Owl Capital Corp CEO, Co-President and Head of Credit platform


entity_id: jonathan-lamm

excerpt: Blue Owl Capital Corp CFO


entity_id: eric-kaye

excerpt: Blue Owl Capital Corp Board Director


entity_id: victor-woolridge


entity_id: blackstone-private-credit-fund

excerpt: Blackstone's non-traded BDC focused on defensive income solutions


entity_id: brad-marshall

excerpt: BCRED Co-CEO and Global Head of Private Credit Strategies for Blackstone


entity_id: blackstone-secured-lending-fund

excerpt: Blackstone's BDC platform for specialized lending strategies


entity_id: jonathan-bock

excerpt: BXSL Co-CEO, Global Head of Market Research for Blackstone Credit and Insurance


entity_id: teddy-desloge

excerpt: BXSL CFO and Portfolio Manager


entity_id: carlos-whitaker

excerpt: BXSL President


entity_id: sixth-street-specialty-lending

excerpt: Leading BDC platform focused on specialty lending (formerly TPG Specialty Lending)


entity_id: joshua-easterly

excerpt: TSLX founding leader, retired June 30, 2026


entity_id: robert-stanley

excerpt: TSLX CEO since December 31, 2025, leading investment platform


entity_id: michael-fishman

excerpt: TSLX Chairman since May 21, 2026 (successor to Easterly)


entity_id: michael-griffin

excerpt: TSLX Co-Head of Direct Lending


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excerpt: TSLX Co-Chief Investment Officer


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excerpt: GBDC CEO and Chairman since November 2025


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excerpt: GBDC CFO


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excerpt: GBDC COO responsible for program management


entity_id: wu-kwan-kit

excerpt: GBDC Chief Compliance Officer and Secretary


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excerpt: Golub Capital parent company Co-CEO since May 2026


entity_id: spyro-alexopoulos

excerpt: Golub Capital Co-President focusing on Sponsor Finance business


entity_id: hercules-capital

excerpt: Growth-stage lender and BDC platform with strong deal pipeline


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excerpt: Hercules Capital CEO and CIO


entity_id: seth-meyer

excerpt: Hercules Capital President since May 18, 2026 (promoted from CFO)


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excerpt: Hercules Capital CFO since May 18, 2026


entity_id: kiersten-zaza-botelho

excerpt: Hercules Capital General Counsel and Chief Compliance Officer


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excerpt: Oaktree's BDC platform specializing in sponsor-backed lending


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excerpt: OCSL CEO and Co-CIO, Managing Director and Head of Oaktree's Performing Credit


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excerpt: OCSL Chairman of the Board


entity_id: mathew-pendo

excerpt: OCSL President


entity_id: raghav-khanna

excerpt: OCSL Co-Chief Investment Officer


entity_id: brett-mckeone

excerpt: OCSL Chief Operating Officer


entity_id: main-street-capital-corporation

excerpt: Lower middle market BDC and private credit platform


entity_id: dwayne-hyzak

excerpt: MAIN CEO since November 2018, founding member


entity_id: vincent-d-foster

excerpt: MAIN Chairman since 2007, former CEO 2007-2018


entity_id: ryan-nelson

excerpt: MAIN CFO and Treasurer


entity_id: prospect-capital-corporation

excerpt: Middle-market BDC with diversified credit strategies


entity_id: john-f-barry

excerpt: PSEC CEO and Chairman, largest individual shareholder with 18.13% stake


entity_id: carlyle-secured-lending

excerpt: Carlyle Group BDC platform focused on middle-market lending


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entity_id: fs-kkr-capital-corp

excerpt: Publicly traded BDC providing credit solutions to private middle market companies


entity_id: goldman-sachs-bdc

excerpt: Goldman Sachs specialty finance BDC focused on middle-market direct lending


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excerpt: Asset manager and sponsor of multiple BDC and credit platforms


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excerpt: FS Investments Co-President and CIO


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excerpt: FS Investments Co-President


entity_id: lisa-opoku

excerpt: FS Investments Chief Operating Officer


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excerpt: Co-Chairman of the Board


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excerpt: Chief Compliance Officer


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excerpt: Board Director


excerpt: Co-CEO and Chairman


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excerpt: Founding Chairman and Co-CIO (retired June 30, 2026)


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excerpt: CEO and CIO


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excerpt: Chairman of the Board


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excerpt: Chairman since 2007


excerpt: CFO and Treasurer


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excerpt: Co-President and CIO


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entity_id: asante-capital-group

excerpt: London-based PE advisory firm founded 2010; offices in London, New York, Hong Kong, Munich; active in primary capital raising, secondaries, and direct investment


entity_id: fraser-van-rensburg

excerpt: Co-founder and Managing Partner at Asante Capital Group; manages global fundraisings for European, North American, Middle Eastern, and Asian investors


entity_id: warren-hibbert

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entity_id: alka-patel

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excerpt: Partner at Asante Capital Group


entity_id: jared-davidson


entity_id: laura-leyland


entity_id: george-lyons


entity_id: kate-o-meara


entity_id: kelly-phelan


entity_id: rupert-wise

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entity_id: brandon-lay

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entity_id: steven-chan


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excerpt: HR lead at Asante Capital Group


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excerpt: Legal lead at Asante Capital Group


entity_id: atlantic-pacific-capital

excerpt: Global placement agent founded 1995; 42 employees; $175bn+ in capital raised across 140+ assignments; offices globally


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excerpt: Co-founder and Chairman of Atlantic Pacific Capital; established firm in 1995


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entity_id: shawn-schestag


entity_id: joshua-m-d-vogelhut


entity_id: eden-abraham

excerpt: Managing Director at Atlantic Pacific Capital


entity_id: allison-cerisano

excerpt: Senior Vice President (CFA) at Atlantic Pacific Capital


entity_id: cindy-l-gonska

excerpt: Director of Operations at Atlantic Pacific Capital


entity_id: jasper-mui

excerpt: Director of Finance at Atlantic Pacific Capital


entity_id: eaton-partners

excerpt: Founded 1983; acquired by Stifel Financial 2016; $140bn+ raised across 185+ fund mandates; offices in North America, Europe, Asia


entity_id: charles-p-eaton

excerpt: Founded Eaton Partners in 1983; still Partner at firm


entity_id: thomas-s-kreitler

excerpt: Partner at Eaton Partners


entity_id: w-michael-crawford


entity_id: jeffery-s-davis


entity_id: jeffrey-j-eaton

excerpt: Partner at Eaton Partners; family connection to founder


entity_id: peter-thomas-martenson


entity_id: ajay-ahuja

excerpt: CFO and COO of C.P. Eaton Partners (CPA)


entity_id: gianluca-d-angelo

excerpt: Head of Europe and Managing Director at Eaton Partners since Sept 2016


entity_id: stifel-financial-corp

excerpt: Acquired Eaton Partners on January 4, 2016; Eaton Partners operates as Stifel company with 60+ professionals


entity_id: monument-group

excerpt: Founded 1994; Boston-based with offices in London, Amsterdam, Tokyo; $150bn+ raised across 240+ funds; experts in primary fundraising, secondaries, GP-led transactions


entity_id: alicia-cooney

excerpt: Co-founder and Senior Advisor at Monument Group (CFA)


entity_id: john-mclaren

excerpt: Co-founder and Senior Advisor at Monument Group


entity_id: ryan-mueller

excerpt: Managing Partner at Monument Group, Boston


entity_id: patrick-maccurtain

excerpt: Partner and COO at Monument Group, Boston


entity_id: molly-diggins

excerpt: Partner and General Counsel at Monument Group, Boston


entity_id: meredith-gendron

excerpt: Partner at Monument Group, Boston; CFA; joined 2005; co-leads analytics team; share firm management


entity_id: steve-cahill

excerpt: Partner at Monument Group, London; joined 2006; leads European investor coverage and Middle East


entity_id: lori-campana

excerpt: Partner at Monument Group, Boston; CFA; joined 2003; US investor coverage lead


entity_id: ellie-kennedy

excerpt: Partner at Monument Group, Boston


entity_id: john-mccormick


entity_id: bart-molloy


entity_id: solomon-owayda

excerpt: Partner at Monument Group, Boston; co-leads secondaries practice


entity_id: christine-patrinos


entity_id: chris-webber


entity_id: zac-williams

excerpt: Partner at Monument Group, London; co-leads analytics team


entity_id: karl-adam

excerpt: Partner at Monument Group, Amsterdam/London


entity_id: janet-brooks


entity_id: laurence-zage

excerpt: Advisory Partner at Monument Group, London


entity_id: michael-miller

excerpt: Advisory Partner at Monument Group, Boston


entity_id: robert-mast

excerpt: Senior Advisor at Monument Group, Boston


entity_id: jasmin-capital

excerpt: Founded 2011; Paris-based with Brussels office; expert in primary fundraising, secondary transactions, co-investment syndication; awarded Excellence in Secondary Advisory 2026


entity_id: jean-christel-trabarel

excerpt: Founding Partner and leader of Jasmin Capital, Paris


entity_id: gilles-morel

excerpt: Partner at Jasmin Capital since 2022; former Executive Director, Equity Capital Markets at Natixis Investment Banking


entity_id: vincent-goupil

excerpt: Partner at Jasmin Capital since 2017; based in Paris


entity_id: paul-mergier

excerpt: COO at Jasmin Capital


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excerpt: Executive Director at Jasmin Capital


entity_id: lucia-roman

excerpt: Director at Jasmin Capital


entity_id: kevin-li


entity_id: park-hill-group

excerpt: Founded 2004; part of PJT Partners; global alternative asset advisory firm; expertise in PE, real estate, hedge funds, private credit fundraising


entity_id: matthew-casper

excerpt: Partner and co-head of PJT Park Hill Real Estate Group, New York; initial member since 2006; ex-Credit Suisse, Houlihan Lokey


entity_id: michael-stark

excerpt: Partner and co-head of PJT Park Hill Real Estate Group, New York; ex-Credit Suisse, Donaldson Lufkin & Jenrette


entity_id: probitas-partners

excerpt: Founded 2001; global alternative asset advisory firm; $120bn+ raised across hundreds of mandates; expert in buyout, growth, venture, infrastructure fund placement


entity_id: ray-tsao

excerpt: CEO of Probitas Partners


entity_id: haakon-gresvig

excerpt: Head of EMEA region at Probitas Partners


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excerpt: CFO of Probitas Partners


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excerpt: Managing Director at Probitas Partners


entity_id: parsram-dhanraj


entity_id: greg-hausler

excerpt: Senior Advisor at Probitas Partners


entity_id: mercury-capital-advisors

excerpt: Founded 2003; acquired by Investcorp May 2019; $160bn+ raised across 100+ mandates; global private capital advisor with direct/secondary advisory


entity_id: michael-ricciardi

excerpt: CEO, Managing Partner, and Co-Founder of Mercury Capital Advisors; appointed Chairman Emeritus 2021


entity_id: michael-manfredonia

excerpt: COO of Mercury Capital Advisors


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excerpt: Temporary CFO and Controller at Mercury Capital Advisors


entity_id: mvision-private-equity

excerpt: Founded 2001; London-based; offices in Hong Kong, New York, San Francisco, Sydney; $300+ funds advised; entered administration (historical context)


entity_id: mounir-guen

excerpt: CEO and Founder of MVision Private Equity; 30+ years of fundraising expertise; advised 300+ GP funds; founded MVision 2001 after founding Asante with Hibbert


entity_id: triago

excerpt: Founded 1992 in Paris by Antoine Dréan; pioneering independent placement agent; acquired by Houlihan Lokey May 2024; expertise in secondaries and cross-border capital introduction


entity_id: antoine-dr-an

excerpt: Founder of Triago in 1992 Paris; pioneering independent placement agent; joined Houlihan Lokey as Chairman Emeritus of Private Funds Group post-acquisition


entity_id: stonington-capital-advisors

excerpt: Founded 2012; New York/Short Hills NJ offices; focused on sub-$1bn funds in buyout, credit, distressed, venture, real estate; $10bn+ under management


entity_id: dana-c-pawlicki

excerpt: Managing Partner and Co-Founder of Stonington Capital Advisors; 20+ years in alternatives; ex-Global Head of Origination at Evercore Partners Private Funds Group


entity_id: dan-rudgers

excerpt: Senior Managing Director at Stonington Capital Advisors; 20+ years in fundraising; ex-Principal/Head of Northeast at First Avenue Partners


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excerpt: Senior Advisor at Stonington Capital Advisors; 20+ years raising capital; ex-Founder/President of Profor Securities, ex-MD of Marketing at Clinton Group


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excerpt: Top-5 global retained executive search (SHREK: Spencer Stuart, H&S, Russell Reynolds, Egon Zehnder, Korn Ferry); 50+ offices; PE/venture leadership search specialist


entity_id: egon-zehnder

excerpt: Founded 1964 Zurich; top-5 global retained executive search; 66 offices, 36 countries; one-firm model; PE/venture CEO and board searches; 11.28% CAGR in PE leadership searches


entity_id: kati-najipoor-smith

excerpt: Hired by Heidrick & Struggles from rival Egon Zehnder; PE/VC search specialist


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excerpt: Senior Advisor


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excerpt: CFO & COO


excerpt: Head of Europe & Managing Director


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entity_id: alicia-cooney--founded--monument-group

excerpt: Co-founder in 1994


entity_id: john-mclaren--founded--monument-group


excerpt: Managing Partner


excerpt: Partner & General Counsel


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excerpt: Partner & Secondaries Co-Lead


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excerpt: Advisory Partner


excerpt: Senior Advisor


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excerpt: Partner since 2022; ex-Natixis Investment Banking


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excerpt: Chief Operating Officer


excerpt: Partner & Co-Head, Real Estate; since 2006


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excerpt: Chief Executive Officer


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excerpt: Chief Financial Officer


excerpt: Managing Director


excerpt: Co-founder in 2003; CEO and Managing Partner


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entity_id: antoine-dr-an--founded--triago

excerpt: Founder in 1992, Paris


excerpt: Acquired May 1, 2024


excerpt: Chairman Emeritus of Private Funds Group post-acquisition


excerpt: Managing Partner & Co-Founder in 2012


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excerpt: Hired from rival Egon Zehnder; PE/VC search specialist


excerpt: Former position before joining Heidrick & Struggles


entity_id: trident-trust

excerpt: Leading independent corporate, fiduciary and fund administrator with 1,100+ staff across global footprint


entity_id: vistra-fund-services

excerpt: Leading global trust, fund administration and corporate services provider


entity_id: crestbridge

excerpt: Trust administration and fund services provider


entity_id: jtc-group

excerpt: Global professional services with deep expertise in fund, corporate and private client services


entity_id: zedra

excerpt: International provider of corporate services and global expansion solutions


entity_id: stonehage-fleming

excerpt: Specialty in family office and ultra-high-net-worth wealth management; recently acquired by Corient (May 2026)


entity_id: iq-eq

excerpt: Approximately 5.5K employees across 6 continents; Astorg preparing sale (Jan 2026) with ~€2B debt financing


entity_id: sanne

excerpt: Acquired by Apex Group on August 4, 2022; operates as part of Apex Group


entity_id: apex-group

excerpt: 13,000+ employees across 52 countries and 100+ offices; acquired MJ Hudson and Sanne


entity_id: aztec-group

excerpt: 2,200+ employees with AIFM platforms in Luxembourg and Ireland; winner of awards for AIFM services


entity_id: carne-group

excerpt: Leading 3rd party management company in Ireland; manages governance for 550+ asset managers; first SuperManco with UCITS and AIFM licenses in Ireland and Luxembourg


entity_id: universal-investment

excerpt: Europe's largest AIFM provider; operates Super ManCo platforms in Luxembourg, Ireland, and Germany


entity_id: intertrust-group

excerpt: Leading positions in Netherlands, Luxembourg, Cayman Islands, Channel Islands


entity_id: tmf-group

excerpt: Dutch multinational with 11,074+ employees; provides compliance and governance services


entity_id: pjt-partners

excerpt: Market-leading global alternative asset advisory with 20+ years experience in capital raising


entity_id: park-hill

excerpt: Global alternative asset advisory division of PJT Partners


entity_id: lemonedge

excerpt: State-of-the-art fund administration software for private markets


entity_id: allvue

excerpt: AI-powered software for alternative investment managers; Allvue Agentic AI Platform


entity_id: john-donohoe

excerpt: 25+ years in financial services; sits on and chairs boards of major mutual and hedge funds


entity_id: john-cotter

excerpt: Joined Carne Group board and executive committee


entity_id: ciara-heslin

excerpt: 20+ years experience as HR specialist


entity_id: pascal-dufour

excerpt: Executive leadership at Carne Group


entity_id: shane-ralph


entity_id: mark-stockley


entity_id: nigel-le-quesne

excerpt: Executive leadership based in Jersey


entity_id: martin-fotheringham


entity_id: wendy-holley


entity_id: iain-johns

excerpt: Department leadership at JTC Group


entity_id: kate-beauchamp

excerpt: Department leadership based in London


entity_id: bill-prew

excerpt: AIFM services leadership based in London


entity_id: benjamin-lucas

excerpt: Effective July 1, 2026; from Amundi Technology CEO; previously senior roles at EY and KPMG


entity_id: sean-hagerty

excerpt: Former Interim CEO (Oct 2025 - Jun 2026); returned to Chair role


entity_id: paul-conroy

excerpt: Leadership of Aztec's AIFM services division; also EU Head of Sales


entity_id: stuart-fulton

excerpt: Executive leadership at Aztec Group


entity_id: jane-hanson

excerpt: Oversees learning and development, reward, recruitment and culture


entity_id: richard-larnder

excerpt: Also oversees sustainability and corporate communications


entity_id: peter-hughes

excerpt: Founded Apex Group in 2003 with vision for end-to-end global services


entity_id: andrew-jones

excerpt: Executive Committee member


entity_id: andrew-macklin


entity_id: georges-archibald


entity_id: helen-wang


entity_id: jay-cipriano


entity_id: jeff-weiner


entity_id: john-amberg


entity_id: kimberly-detrask


entity_id: maxwell-johnston


entity_id: vikita-patel


entity_id: mauricio-cat-neo

excerpt: Regional leadership


entity_id: nick-happell

excerpt: Regional leadership; Executive Committee member


entity_id: renaud-oury

excerpt: Regional leadership; returned to Luxembourg Sep 2025


entity_id: richard-murray


entity_id: sanjay-vatsa


entity_id: valerie-mantot-groene


entity_id: jamie-macleod

excerpt: Appointed April 2026


entity_id: lo-c-choquet

excerpt: Appointed April 2026 (subject to CSSF approval)


entity_id: dean-blackburn

excerpt: Joined as deputy CEO Sep 2024; from JTC where he was Chief Commercial Officer


entity_id: bart-deconinck

excerpt: Board leadership


entity_id: tony-debiase

excerpt: Executive Committee


entity_id: aoife-habben


entity_id: jon-mckay

excerpt: Board and Executive Committee


entity_id: kelvin-clough


entity_id: stephen-roberts


entity_id: rachael-fortescue

excerpt: Senior appointment in newly created role


entity_id: stuart-parkinson

excerpt: Appointed Jan 2025; 30+ years in banking and financial services; former CEO at Lombard International


entity_id: giuseppe-ciucci


entity_id: graham-wainer

excerpt: Division leadership


entity_id: shankar-iyer

excerpt: Acting CEO since December 2020


entity_id: roberto-canenti

excerpt: Executive leadership


entity_id: simon-mackenzie


entity_id: chitra-baskar


entity_id: francesca-mcdonagh

excerpt: Since January 2024; Managing Director of UI Beteiligungs- und Servicegesellschaft mbH


entity_id: jeremy-albrecht

excerpt: Appointed for Luxembourg AIFM and ManCo platform


entity_id: antonio-soler

excerpt: Appointed January 2026; leads commercial strategy across sales and marketing


entity_id: dr-alva-devoy


entity_id: regina-bertram-pfister


entity_id: kim-jenkins

excerpt: Appointed July 2025; succeeds Simon Webster


entity_id: samir-pandiri

excerpt: Executive leadership at TMF Group


entity_id: dr-areeba-khan

excerpt: Leadership within Apex Group


excerpt: Founder & Group CEO


excerpt: Chief Financial Officer