Trade-press-only replacement claim

blocks promotion from press echo to active replacement demand


Generic brand page without workflow

blocks platform, consultant, or private-bank rows from active status


keeps old manager changes as SME pattern evidence instead of active outreach triggers

Historical motion without current window


Chatbot surface inferred but unproven

prevents claims that a decision maker uses a specific chatbot without source proof


Unclear buyer versus gatekeeper

prevents outreach to a brand or conference when the actual buyer is plan, committee, consultant, or platform owner


Tick 81 monitor split queue

parent queue for monitor-only rows split into official rechecks and SME calls


Tick 81 current-pitch execution queue

parent queue for pitch-now allocator and private-wealth rows


Answer-engine query-test checklist

verification checklist for quant hedge-fund AEO/GEO pages


UBS Global Wealth Management family-office route


advisor-sold alternatives and SMA wrapper route

Morgan Stanley Wealth Management / BlackRock private-markets SMA wrapper route


APB / Hubbis APAC private-wealth route

APAC and Middle East private-bank and family-office event route


advisor discovery and platform diligence route

CAIS x Claude / iCapital advisor-and-diligence route


Family-office and private-bank answer pack


Event/member roster extraction pack

conference and network normalization bundle


shared field contract for onboarding packets across platform families

Reusable platform onboarding packet schema


advisor retrieval packet for liquid-alts and model-portfolio prompts

CAIS x Claude / advisor intelligence packet template


private-wealth distribution and diligence packet

iCapital marketplace and due diligence packet template


manager screening and operational diligence packet

Aksia MAX / manager portal packet template


public-market qualification screen and fallback proposal packet

CalPERS eVestment / direct proposal packet template


consultant screening packet for manager databases and RFP workflows

Consultant database manager profile packet template


Advisor platform packet template

advisor shelf and model-portfolio packet


PDF/deck mirror packet template

portable mirror for web, deck, and spreadsheet outputs


Russell Investments delegated capital route


consulting and outsourced portfolio route for foundations, endowments, pensions, private clients, and institutions

Cambridge Associates OCIO and foundation route


OCIO to endowments, foundations, and high-net-worth private clients

Partners Capital private-client OCIO route


Verus Cerity institutional OCIO route

institutional consulting and OCIO channel


Insurance allocator route

insurance balance-sheet and general-account outreach


Hospital-endowment route

hospital-related allocator and endowment-adjacent outreach


Foundation route

foundation CIO and liquid alternatives outreach


Endowment route

university endowment and manager-intake route


parent queue for sovereign and non-US external-manager routes

Tick 83 sovereign external-manager route expansion


Tick 84 account priority rescore

re-ranks top account briefs after ticks 80-83


Tick 84 SME-call sprint plan

orders SME calls by pitchability, uncertainty, and downgrade risk


NYC BAM attachment and submission SME call


CalPERS eVestment and direct-sponsor SME call


parent queue for ranked outreach-packet builds

Tick 84 outreach packet production order


NYC BAM outreach packet

municipal passive-indexing response packet


CalPERS outreach packet

proposal portal plus public manager-opportunities packet


NYSCRF outreach packet

monthly disclosure tape and emerging-manager packet


Harvard/HMC outreach packet

endowment intake and allocation-motion packet


St. Jude/ALSAC outreach packet

hospital-endowment and mission-fit packet


GPIF/PIF outreach packet

sovereign registration and pre-RFP packet


NZ Super/HOOPP outreach packet

sovereign and public-pension absolute-return packet


Corporate/OCIO outreach packet

corporate pension and fiduciary adviser packet


NEPC Callan Aksia outreach packet blueprint


shared blueprint fields for platform and consultant packet production

Private wealth and consultant shared packet schema


Tick 85 outreach packet blueprint set

parent queue for concrete outreach packet blueprints


monthly-disclosure tape and emerging-manager packet blueprint

NYSCRF monthly tape outreach packet blueprint


MassPRIM PCS outreach packet blueprint

PCS and managed-account packet blueprint


CalPERS outreach packet blueprint

proposal portal plus public-manager qualification packet


MassPRIM PCS packet artifact

managed-account and Portfolio Completion Strategies route


Tick 86 CalPERS packet artifact

turns the CalPERS blueprint into a production-ready packet artifact


submission core for qualified public-market manager outreach

CalPERS registration-ready manager profile


route-specific gate checklist for qualified manager registration or fallback proposal

CalPERS eVestment / direct proposal checklist


CalPERS official proof appendix

source-backed evidence bundle that proves the route and the thresholds


CalPERS missing thresholds and fields

registers what still needs confirmation before the packet is treated as complete


CalPERS AEO mirror sections

searchable mirror of the allocator packet for answer engines and public discovery


CalPERS SME call script and kill rule

call guide that settles the remaining routing ambiguity before production


CalPERS next production tasks

exact follow-on build steps for the packet


Tick 86 NYC BAM packet artifact

parent packet artifact for the NYC Bureau of Asset Management passive-indexing response


NYC BAM official proof appendix

official-source appendix and citation block


normalization queue for unresolved notice fields

NYC BAM missing addenda and attachment fields


NYC BAM AEO mirror sections

answer-engine mirror and retrieval surface plan


NYC BAM SME call script

call script for the attachment and submission SME


NYC BAM kill rule and production tasks

stop-loss rule plus next production queue


NEPC Callan Aksia AEO mirror artifact

consultant-gatekeeper and ODD answer-engine mirror


Tick 87 AEO/FAQ mirror queue

parent queue for answer-engine and FAQ mirrors


NYSCRF monthly tape AEO/FAQ mirror

answer-first disclosure tape mirror for NYSCRF monthly rows and emerging-manager routing


MassPRIM PCS AEO/FAQ mirror

proof-gated PCS and managed-account mirror for PRIM route validation


Tick 87 AEO/FAQ mirror command center

orders the NYC BAM and CalPERS mirror pages and the validation loop


Shared AEO/FAQ field contract

common field contract for both mirror pages


NYC BAM AEO/FAQ mirror pack

answer-engine mirror for the NYC BAM packet artifact


CalPERS AEO/FAQ mirror pack

answer-engine mirror for the CalPERS packet artifact


AEO query-test checklist

pass/fail query tests for the NYC BAM and CalPERS mirrors


SME verification and production queue

explicit SME gate plus next production action


Tick 88 answer-engine proof-fetch queue

turns AEO mirror pages into repeatable answer-engine capture tasks


separates known target surfaces from unverified claims about named decision-maker tool usage

Decision-maker chatbot-use evidence gate


Weekly AEO regression notebook queue

records weekly query outcomes and keeps negative evidence when surfaces fail


Shared official-proof extraction schema

canonical field set for official-source proof capture across private wealth and consultant routes


CAIS x Claude official proof queue

advisor retrieval and education proof lane


private-bank and RIA distribution proof lane

iCapital marketplace and due diligence proof queue


NEPC consultant proof queue

consultant gatekeeper and manager-research proof lane


Callan RFP network proof queue

RFP watch and alternatives routing proof lane


hedge-fund screening and operational due-diligence proof lane

Aksia Manager Portal and MAX proof queue


parent queue for official record capture across the four allocator targets

Tick 88 official-source proof-fetch queue


Tick 89 answer-engine evidence ledger

canonical ledger for AEO and GEO query captures


Public answer-engine first-run ledger rows


Named chatbot-use claim register

holds named decision-maker chatbot or workspace-use claims until verified


AEO historical motion regression row

compares answer-engine behavior across dated runs


AEO ledger execution sprint

one-day execution sprint for raw answer capture and SME triage


parent execution ledger for proof capture across the four allocator targets

Tick 89 public pension evidence ledger schema


Raw proof storage convention

filesystem convention for first-run captures before normalization


Required captured field contract

shared evidence fields that every first-run row must carry


NYC BAM first-run evidence row

proof-gated row for the July 15 passive-indexing search


CalPERS first-run evidence row

proof-gated row for the public-manager qualification screen and direct-proposal fallback


NYSCRF first-run evidence row

proof-gated row for the monthly disclosure tape and emerging-manager route


MassPRIM first-run evidence row

proof-gated row for the PCS or managed-account route


shared execution contract for the first proof-capture rows and their downstream ingest

Tick 89 consultant-platform evidence ledger schema


Captured proof field contract

minimum field set for an ingestable proof row


Promotion and downgrade rules

route status policy for proof-led execution


SME verification question pack

shared question used to resolve first-screen ownership and mandatory fields


Next execution step

immediate follow-up after tick 89 schema creation


execution-ready folder contract for AEO/GEO answer captures

Tick 90 answer-engine run-folder template


Public answer-engine run-folder row template


Finance workspace run-folder row template


Named chatbot-use run-folder row template


AEO historical motion run-folder row template


parent template pack for execution-ready row capture across the four allocator targets

Tick 90 public pension run-folder and pass/fail template pack


Execution run-folder convention

canonical folder pattern and file manifest for each target run


Pass/fail row JSON schema

validation contract for route-level pass/fail captures


NYC BAM run-folder row template

municipal passive-indexing row template with exact notice and submission routing capture


CalPERS run-folder row template

qualification-screen and direct-proposal row template with threshold mapping


NYSCRF run-folder row template

monthly-disclosure tape row template with separated emerging-manager route


MassPRIM run-folder row template

PCS or managed-account proof-gated row template


shared execution contract for route folders, capture files, and pass/fail rows

Tick 90 consultant/platform run-folder template schema


CAIS / iCapital run-folder template

advisor-platform capture folder and pass/fail row template


consultant-gatekeeper capture folder and pass/fail row template

NEPC / Callan / Aksia run-folder template


SME routing matrix

named question routing for the two seed run rows


Tick 91 answer-engine seed run row pack

parent seed rows for answer-engine and workspace capture execution


AlphaSense consultant database seed run row


Tick 91 public pension seed run rows

parent seed pack for execution-ready row capture across the four allocator targets


Tick 91 run-folder convention

canonical folder pattern and file manifest for each target seed row


NYC BAM seed run row

municipal passive-indexing seed row with exact notice and submission routing capture


CalPERS seed run row

qualification-screen and direct-proposal seed row with threshold mapping


NYSCRF seed run row

monthly-disclosure tape seed row with separated emerging-manager route


MassPRIM seed run row

PCS or managed-account proof-gated seed row


shared execution contract for route folders, seeded capture rows, and pass/fail decisions

Tick 91 consultant/platform seed run row schema


Seed row capture checklist

shared ingest-ready capture checklist for the first official pass


master controller for all-provider temporal backfill

Tick 92 exhaustive temporal backfill control plane


Consultant and platform temporal backfill lane


Data provider and workflow surface temporal backfill lane


All-provider temporal coverage matrix

standard row model for exhaustive provider coverage


Tick 92 temporal backfill execution order


corporate pension and outsourced-CIO coverage row

Corporate pensions / OCIO temporal audit


Manager hire/termination tape surface

dated hire, promotion, and termination tape


RFP/search window surface

dated search, solicitation, and registration window tape


Board/IC events surface

board, committee, and investment-committee cadence tape


Consultant change surface

consultant, OCIO, and gatekeeper transition tape


Fund lifecycle surface

fund launch, graduation, and lifecycle tape


Merger/acquisition/conflict surface

firm-ownership and conflict-of-interest tape


orchestrates corpus-only chronology coverage checks

Tick 92 temporal coverage audit command center


Fund managers and hedge funds

manager lifecycle and replacement-motion cluster


Asset managers

systematic and multi-strategy platform cluster


Consultants and OCIO gatekeepers

search, RFP, and delegated-manager-screening cluster


Private-wealth platforms

advisor, family-office, and platform-rail cluster


Data and research providers

allocator database and research-workspace cluster


Answer-engine and workflow providers

public answer engines and internal retrieval workflow cluster


PM/team moves

portfolio-manager and research-team movement chronology


Firm merger and acquisition lineage

ownership and corporate-action chronology


Strategy wind-down and replacement

replacement-motion and strategy-reset chronology


Consultant/platform ownership changes

consultant consolidation and platform-control chronology


orders competitor peer analysis and allocation amount normalization

Tick 93 competitor allocation strategy control plane


Harvard hedge-fund sleeve allocation example


Tick 93 competitor allocation execution order


Tick 93 competitor fund strategy peer audit


Quant / systematic peer set

transparent quant and factor benchmark set


Multi-strategy / platform peer set

capacity and implementation benchmark set


Systematic macro / CTA peer set

crisis alpha and trend-following benchmark set


Relative value / credit peer set

fixed-income relative-value and liquid-credit benchmark set


Strategy allocation matrix

strategy-by-strategy allocation and capacity rollup


Allocation signal corpus

demand and capital-movement evidence layer


Public pension proof-gated rows

public-pension amount and routing evidence layer


Sovereign external-manager windows

sovereign AUM and external-manager capacity layer


Endowment allocation rows

endowment and foundation allocation layer


Normalization gap register

backfill queue for missing strategy-level dollars


orders hardening work for private wealth and international allocator lanes

Tick 94 family-office international hardening control plane


Family-office named buyer hardening lane


manager-facing intake and registration-surface proof queue

International official intake hardening lane


International allocation amount hardening lane


Family-office international active-buyer gate


turns hardened routes into answer-engine and advisor-ready packets

Family-office international AEO packet lane


home-office reviewers

advisor platform and wealth-home-office gatekeepers


platform diligence reviewers

platform onboarding and diligence gatekeepers


report-driven investment committees

family-office and private-bank allocation committees


APAC and Middle East private-wealth decision makers


Tick 94 international allocator hardening


Non-US public allocator route family

HOOPP, OMERS, ATP, NBIM, CPPIB, GPIF, PIF, GIC, and related route family


LGPS Central / Border to Coast / Northern LGPS


Tick 95 gap closure control plane

parent queue for closing tick 94 family-office and international hardening gaps


ATP hard amount closure queue

international route-only amount backfill


NBIM external-manager closure queue

external-manager owner and sleeve backfill


UK LGPS pool sleeve closure queue

pool-by-pool alternatives sleeve backfill


Family-office named-owner closure queue

private-wealth named decision owner backfill


advisor-platform field and economics backfill

Private-wealth platform economics closure queue


answer-engine surface backfill for private-wealth decision makers

Family-office AEO exposure closure queue


Route hypothesis quarantine rule

prevents weak routes from being treated as active buyer rows


Tick 95 SME verification queue

turns unresolved backfill fields into expert verification prompts


parent control plane for economics, listability, and answer-engine hardening

Tick 95 private-wealth platform economics AEO backfill


Advisor platforms / home-office reviewers


orders the amount and intake backfill queue

Tick 95 public-pension route hardening control plane


Tick 96 first-party proof control plane

parent queue for first-party confirmation and retrieval-test proof


owner, intake, sleeve, amount, and strategy-bucket proof normalization

International first-party confirmation lane


Family-office live proof lane

named owner, event, report, and platform proof


Private-wealth economics proof lane

first-party fee, minimum, onboarding, and workflow evidence


AEO retrieval test packet lane

surface-specific answer-engine test packet queue


First-party promotion gate

prevents route hypotheses from becoming active pitch targets


AEO active-buyer claim limiter

blocks answer-engine copy from overclaiming route status


parent queue for retrieval packets and query-test coverage

Tick 96 AEO retrieval packet control plane


Public answer engines

ChatGPT Search / Google AI Overviews / Claude / Perplexity


Advisor-platform search surfaces

private-wealth advisor discovery and diligence surfaces


Decision-maker query packet

answer-first packet for allocator, consultant, and advisor queries


DDQ / ODD and platform packet bundle

institutional and advisor diligence bundle


Tick 96 family-office live proof queue

queues live proof targets for family-office and private-wealth routes


parent queue for first-party owner, amount, and intake proof

Tick 96 international first-party confirmation control plane


owner/title and strategy-sleeve confirmation for sovereign and public pension allocators

Non-US public allocator confirmation lane


pool-by-pool owner/title and sleeve confirmation

UK LGPS pooled allocator confirmation lane


UK LGPS unresolved pool backfill lane

explicit backfill lane for ungrounded UK LGPS pool names


Tick 97 hourly quant loop schedule

hour-by-hour schedule for continuing quant hedge-fund intelligence work


Hourly funding cycle goal

find rebalance and allocation-cycle motion


Hourly low-performer replacement goal

find incumbent vulnerability and replacement signals


Hourly family-office personnel goal

expand private-wealth named owners and proof targets


Hourly international proof goal

confirm current owners, sleeves, and intake surfaces


Hourly competitor allocation goal

normalize peer strategy allocation amounts


Hourly finance workspace retrieval goal

test hidden database and platform retrieval questions


Hourly historical motion goal

capture temporal personnel, fund, and allocation changes


add named people and influence routes from bridge nodes

Hourly personnel universe expansion goal


Hourly audit routing goal

audit, score, count, update state, and route the next hour


test harness for pitch, proof, personnel, and AEO/GEO questions

Hourly decision-maker question test harness


Tick 98 pitch-now hour 00 control plane

parent queue for open pitch windows and current intake proof


Pitch-now owner gap lane

named procurement and manager-selection owner backfill


Current intake first-party proof lane

official source and intake route verification


Pitch-now question test lane

test rows for the question 'Who is accepting quant manager materials now?'


Official intake promotion gate

blocks pitch-now promotion without official timing or route proof


Pitch-now SME verification queue

verification questions for active opportunity rows


Tick 98 next-hour handoff gate

routes tick 99 to the next hourly lane after audit


Tick 98 pitch-now question-test matrix

parent matrix for qt-00 pitch-now query tests


Google AI Overviews / AI Mode qt-00 pitch-now row


parent queue for pitch-now and standing-intake proof

Tick 98 current-intake first-party proof queue


municipal passive-indexing search and replacement cycle

NYC Bureau of Asset Management passive indexing manager search deadline


hour 00 controller for open pitch windows and current intake

Tick 98 pitch-now owner gap control plane


Public procurement and board-packet cluster


CalPERS intake cluster

manager-opportunity and proposal-portal intake


Standing registration gate cluster

NYSCRF, GPIF, and PIF manager-registration surfaces


Sovereign external-mandates cluster

New Zealand Superannuation Fund external-mandates lane


Platform route cluster

CAIS, iCapital, Morningstar, and Aksia workflow surfaces


Owner-gap quarantine rule

keeps unnamed intake owners in gap status


Tick 98 SME verification queue

asks whether each current intake path has a real owner


parent queue for funding-cycle and rebalance evidence

Tick 99 funding rebalance hour 01 control plane


Board and report proof lane

first-party annual report, board book, monthly tape, and agenda extraction lane


Funding-cycle question test lane

test rows for the question 'What funding cycle creates near-term capital motion?'


Dated allocation motion promotion gate

blocks rebalance claims without dated source evidence


Funding-cycle SME verification queue

expert questions for funding-cycle and rebalance rows


Tick 99 next-hour handoff gate

routes tick 100 to hourly lane 02 after audit


Tick 99 board report proof queue

parent queue for funding and rebalance evidence


CalPERS board and intake route

board-meeting archive plus public manager opportunities and direct proposal intake


monthly hire / termination tape and emerging-manager route

NYSCRF monthly disclosure and emerging-manager tape


NYC BAM passive-indexing search and solicitations


trustee materials, new-manager reports, and future-solicitation intake

Florida SBA trustee and onboarding route


SURS long-vol replacement monitor

public pension replacement-motion monitor


parent matrix for qt-01 funding-cycle query tests

Tick 99 funding-cycle question-test matrix


Public answer-engine funding-cycle test pack


Board-packet funding-cycle test pack

first-party board and annual-report execution slice


Bloomberg, FactSet, AlphaSense, and internal-workspace execution slice

Finance workspace funding-cycle test pack


Funding-cycle answer promotion rule

pass/fail standard for capital-motion answers


parent queue for vulnerable incumbent and replacement-motion evidence

Tick 100 low-performer hour 02 control plane


Vulnerable incumbent matrix lane

incumbent weakness and replacement-trigger normalization


Replacement official proof lane

official watchlist, termination, review, and contract-expiry proof queue


Low-performer question test lane

test rows for the question 'Which incumbent is vulnerable and why?'


Replacement promotion gate

blocks weak underperformance claims without official replacement evidence


Replacement SME verification queue

expert questions for vulnerable-incumbent and replacement-motion rows


Vulnerable incumbent query

canonical low-performer replacement test question


Tick 100 next-hour handoff gate

routes tick 101 to hourly lane 03 after audit


parent queue for the vulnerable-incumbent question test matrix

qt-02 low-performer question test control plane


Board packets and agenda archives

board agenda, motion archive, and official packet layer


Finance workspaces and hidden databases

Bloomberg ASKB / FactSet / AlphaSense / CAIS / iCapital retrieval layer


parent queue for low-performer replacement proof capture

Tick 100 replacement official proof queue


Replacement proof lane

first-party official record extraction lane


SURS long-vol proof gap

sleeve-specific long-vol termination source gap


parent queue for low-performer replacement evidence

Tick 100 low-performer replacement hour 02 control plane


Low-performer replacement matrix lane

incumbent vulnerability and replacement trigger matrix


parent queue for consultant, ODD, and manager-database workflow evidence

Tick 101 consultant ODD hour 03 control plane


Consultant workflow matrix lane

consultant search, manager database, and shortlist-field normalization


ODD DDQ packet field lane

DDQ, ODD, data-room, risk-reporting, fee, liquidity, and capacity field queue


Consultant question test lane

test rows for qt-03: Which consultant field changes shortlist inclusion?


blocks generic consultant rows from active pitch status without workflow evidence

Consultant workflow proof promotion gate


Consultant SME verification queue

expert questions for consultant and ODD shortlist mechanics


Consultant shortlist field query

canonical consultant workflow test question


AEO GEO consultant answer pack

AI-answer-targeted consultant page and workflow pack backlog


Tick 101 next-hour handoff gate

routes tick 102 to hourly lane 04 after audit


Aksia Manager Portal MAX workflow

manager portal, MAX retrieval, and ODD route


RVK consultant workflow

research and alternatives advisory route


alternatives platform and managed-account route

Wilshire alternative managed account workflow


Verus Cerity OCIO workflow

OCIO and fiduciary manager research route


Mercer alternatives research workflow

alternatives research and manager database route


hedge-fund research and private-client route

Cambridge Associates hedge fund research workflow


eVestment manager database workflow

database completeness and consultant screen route


Consultant workflow SME questions

consultant workflow verification prompts


blocks active status without field-level workflow proof

Consultant database completeness blocker


iCapital diligence field set

marketplace and due diligence packet fields


CAIS Claude advisor field set

advisor intelligence and AEO answer fields


Consultant baseline packet field set

generic consultant DDQ ODD and risk appendix fields


Packet field SME verification

field-level diligence verification prompts


parent queue for consultant shortlist field question tests

qt-03 consultant workflow question test control plane


Public answer engines consultant test

ChatGPT Search / Google AI Overviews / Claude / Perplexity test layer


Consultant portal field test

Aksia, eVestment, Marquette, and consultant database test layer


Finance workspace consultant test

Bloomberg ASKB, AlphaSense, FactSet, CAIS, and iCapital retrieval layer


Consultant SME validation test

consultant and ODD field-to-decision validation


Consultant AEO GEO content production test


Consultant field answer pass fail schema


parent queue for family-office and private-wealth owner routes

Tick 102 private wealth hour 04 control plane


Private wealth owner matrix lane

platform, private-bank, RIA, and family-office owner normalization


APAC, Middle East, and North American private-wealth event access routes

International family office event route lane


Private wealth question test lane

test rows for the question 'Which family office or private wealth owner can be pitched now?'


Private wealth route promotion gate

blocks unsupported private-wealth rows from active pitch status


Private wealth SME verification queue

expert questions for advisor, private-bank, and family-office routes


Private wealth pitch-now query

canonical private-wealth owner test question


Advisor AEO GEO answer pack

private-wealth answer-engine and platform retrieval backlog


Tick 102 next-hour handoff gate

routes tick 103 to hourly lane 05 after audit


Morgan Stanley BlackRock SMA wrapper route


Morningstar Wealth product screen route

model portfolio and product-screen route


Private wealth owner route promotion gate


APAC/Middle East private-wealth decision makers


APAC private-bank alternatives business-matching event

Asian Private Banker Alternatives Selection Nexus 2026 Hong Kong


Asian Private Banker Alternatives Selection Nexus 2026 Singapore


APAC private-wealth management flagship event

Asian Private Banker Summit 2026 Hong Kong


Asian Private Banker Summit 2026 Singapore


Campden Hong Kong forum 2026

Hong Kong family-office investment forum


Campden Singapore forum 2026

Singapore family-office impact and innovation forum


Campden Abu Dhabi congress 2026

Abu Dhabi family-owner and family-office congress


APAC/Middle East private-bank/IAM/family-office route


parent queue for the family-office and private-wealth owner question tests

Tick 102 hour 04 private-wealth question-test control plane


ChatGPT Search / Google AI Overviews / Claude / Perplexity layer

Advisor/private-bank public answer engines


Private-wealth question-test pass/fail schema


parent queue for first-party international allocator proof

Tick 103 international allocator hour 05 control plane


test rows for 'Which official source proves owner and sleeve?'

International allocator question test lane


International proof promotion gate

blocks route-only international allocator rows from pitch-now status


expert questions for non-US allocator routes

International allocator SME verification queue


canonical international allocator proof test question

International allocator official-source query


Tick 103 next-hour handoff gate

routes tick 104 to hourly lane 06 after audit


Tick 103 international allocator proof matrix


GIC sovereign allocator proof row

sovereign leadership and allocation route


OMERS proof row

Canadian pension liquidity and external-manager proof gap


ATP proof row

Danish pension owner and sleeve proof gap


parent queue for official owner and sleeve proof tests

qt-05 international allocator proof question control plane


Internal international allocator corpus test


International public answer engine test

ChatGPT Google Claude Perplexity test layer


International finance workspace test

AlphaSense Bloomberg FactSet Preqin PitchBook eVestment test layer


International allocator SME validation test


International allocator AEO GEO content production test


parent queue for competitor strategy allocation analysis

Tick 104 competitor allocation hour 06 control plane


strategy sleeve and amount-class normalization

Competitor strategy allocation matrix lane


Competitor peer taxonomy lane

peer manager and strategy taxonomy normalization


test rows for 'How much is allocated to each competing strategy type?'

Competitor allocation question test lane


expert questions for allocation amount and peer taxonomy rows

Competitor allocation SME verification queue


Competitor strategy amount query

canonical competitor allocation question


Tick 104 next-hour handoff gate

routes tick 105 to hourly lane 07 after audit


Tick 104 competitor strategy allocation matrix


Multi-strategy platform allocation row

platform multi-strategy competitor bucket


Relative value credit allocation row

relative value and credit competitor bucket


managed account and liquid alts competitor bucket

Managed accounts liquid alts allocation row


private-market liquidity substitute competitor bucket

Private-market liquidity substitute allocation row


parent queue for competitor amount tests

qt-06 competitor allocation question control plane


Internal competitor allocation corpus test


Annual report board packet allocation test


Competitor finance workspace test

Bloomberg AlphaSense FactSet Preqin PitchBook eVestment test layer


Competitor allocation SME validation test


competitor comparison page production test

Competitor comparison AEO GEO content production test


Tick 105 AEO GEO hour 07 control plane

parent queue for public answer-engine test execution


surface-specific answer shape and risk normalization

Public answer-engine surface matrix lane


Decision-maker query pack lane

allocator, consultant, private-wealth, international, and competitor query bundle


AEO capture ledger schema lane

raw answer, citation, screenshot, and pass/fail evidence contract


AEO GEO content asset backlog lane

answer-first pages and source-backed mirrors


Answer-engine correctness promotion gate


AEO negative evidence queue

captures wrong, stale, generic, uncited, or unsupported answers


AEO GEO SME verification queue

decision-maker chatbot and retrieval-surface usage validation


Tick 105 next-hour handoff gate

routes tick 106 to hourly lane 08 after audit


Tick 105 public answer-engine surface matrix


CAIS x Claude platform-native row

advisor alternatives intelligence surface


iCapital platform-native diligence row

private-wealth platform diligence surface


Public answer-engine capture requirement


Tick 105 AEO GEO capture ledger schema

run evidence and pass/fail field contract


qt-02 vulnerable incumbent public engine run row


qt-03 consultant workflow public engine run row


qt-04 private wealth public engine run row


qt-05 international allocator public engine run row


qt-06 competitor allocation public engine run row


core quant versus QIS FAQ answer capture row

allocator core FAQ public engine run row


parent queue for private workspace and hidden database tests

Tick 106 finance workspace hour 08 control plane


Finance workspace surface matrix lane

surface-specific retrieval and lineage normalization


Hidden database field matrix lane

profile, export, listability, and diligence-field normalization


asks which private database result an analyst would see first

Private database first-result question lane


Finance workspace source lineage gate

blocks private workspace claims without lineage proof


captures black-box, gated, stale, or source-opaque workspace failures

Workspace proprietary-source opacity queue


Platform-native diligence owner queue

adds hidden people who control platform visibility and diligence acceptance


validates which private workspaces target decision makers actually use

Finance workspace SME verification queue


Tick 106 next-hour handoff gate

routes tick 107 to hourly lane 09 after audit


Tick 106 finance workspace surface matrix


Bloomberg Terminal / ASKB workspace row

terminal-native finance workflow and source-lineage test surface


FactSet AI workspace row

portfolio, company, transcript, filing, and analytics synthesis surface


AlphaSense workspace row

document-first research and freshness test surface


CAIS x Claude workspace row

advisor alternatives intelligence and platform-native retrieval surface


iCapital diligence marketplace row

platform listability and due-diligence workflow surface


Aksia MAX Manager Portal workspace row

consultant diligence and client retrieval surface


eVestment Nasdaq manager profile row

structured manager profile and public-manager opportunity surface


Preqin PitchBook investor map row

fund profile, investor-map, fundraising, and terms surface


Aladdin portfolio risk workspace row

portfolio risk and implementation impact surface


internal investment committee retrieval surface

Microsoft 365 Copilot SharePoint Teams workspace row


internal DDQ, ODD, and knowledge-taxonomy retrieval surface

Glean Rovo enterprise knowledge workspace row


Tick 106 hidden database question tests

private database first-result test bundle


HDQ internal corpus baseline

repo-first baseline for private database first-result claims


HDQ research workspace test

Bloomberg FactSet AlphaSense first-result test


HDQ consultant manager database test

Aksia eVestment Preqin PitchBook profile-rank test


HDQ private wealth platform test

CAIS iCapital advisor first-result and diligence-field test


HDQ enterprise copilot test

Microsoft 365 Copilot Glean Rovo internal first-file test


HDQ SME validation test

human validation of workspace, query, first result, and owner path


HDQ negative evidence audit

captures stale, opaque, non-exportable, or source-lineage failures


parent queue for temporal motion verification

Tick 107 historical motion hour 09 control plane


Person title change lane

CIO, deputy CIO, asset-class head, consultant, board, and platform-owner title tape


Fund lifecycle motion lane

fund launch, closure, disbandment, PM move, team change, and strategy wind-down tape


hire, termination, transaction, allocation-change, and replacement tape

Manager hire termination allocation lane


Consultant merger conflict lane

consultant ownership, merger, conflict, renewal, and gatekeeper-change tape


Historical motion SME verification lane

validates which historical event changed actual workflow or capital behavior


Historical motion downgrade gate

keeps old events out of active pitch status without current window proof


Tick 107 next-hour handoff gate

routes tick 108 to personnel universe expansion after audit


Tick 107 temporal motion schema

required field contract for historical motion rows


Person title change event type

job, title, authority, and employer-change taxonomy row


Manager hire event type

new manager, mandate, commitment, SMA, and strategy-sleeve taxonomy row


Manager termination event type

termination, redemption, watchlist, and replacement-review taxonomy row


Allocation change event type

policy, target, actual, pacing, and sleeve-mix taxonomy row


Fund lifecycle event type

launch, closure, disbandment, PM move, team, and wind-down taxonomy row


Consultant gatekeeper change event type

consultant, OCIO, database-owner, and research-team taxonomy row


Merger acquisition conflict event type

ownership, merger, acquisition, partnership, and conflict taxonomy row


parent queue for named personnel and hidden influencer expansion

Tick 108 personnel hour 10 control plane


expands people around CalPERS, NEPC, HOOPP, ChatGPT Search, AlphaSense, family-office, and consultant bridge nodes

Top bridge node personnel expansion lane


NEPC, Callan, Mercer, Cambridge, Aksia, Albourne, Wilshire, Cerity, Verus, and CAPTRUST owner expansion

Consultant shortlist owner expansion lane


CIO, deputy CIO, asset-class head, board chair, committee owner, and disclosure owner expansion

Allocator current-title owner expansion lane


CAIS, iCapital, private-bank, RIA platform, family-office event, sponsor, report, and product-shelf owner expansion

Private wealth platform owner expansion lane


Finance workspace owner expansion lane

Bloomberg, FactSet, AlphaSense, Aksia MAX, eVestment, Preqin, PitchBook, Aladdin, Microsoft 365 Copilot, Glean, and Rovo owner expansion


Historical motion person backfill lane

before/after owner expansion for title changes, manager changes, fund lifecycle events, and consultant conflicts


Personnel current-status promotion gate

blocks stale or inferred person rows from active outreach


Personnel AEO GEO question lane

tests who influences the decision across public engines and private workspaces


Tick 108 next-hour handoff gate

routes tick 109 to audit and next-hour routing after validation


consultant research, ODD, database, and client retrieval owner row

Consultant shortlist and ODD personnel row


Allocator current-title personnel row

public pension and endowment current-authority owner row


private-bank, platform, family-office, event, and report owner row

Private wealth family office personnel row


profile, data-lineage, workspace, taxonomy, diligence, and document owner row

Finance workspace hidden database personnel row


prime-broker, placement-agent, OCIO, and allocator-introduction owner row

Capital introduction placement personnel row


International allocator personnel row

external-manager, pool, sovereign, and first-party owner row


Historical motion personnel row

before-state, after-state, replacement, refill, lifecycle, and conflict owner row


answer-engine, citation policy, content, and canonical mirror owner row

Answer-engine content owner personnel row


Tick 109 audit hour 11 control plane

parent queue for audit, scoring, and next-hour routing


Tick 109 graph scoring gate

commit gate for PageRank, community, freshness, and transcendence scoring


uses top signal ranking to choose the next hour route

Tick 109 actionable signal priority lane


Tick 109 repeated blocker lane

summarizes blockers repeated across the prior hourly cycle


Tick 109 next cycle route to hour 00

routes tick 110 back to open pitch windows and current intake


Tick 109 loop-state repair gate

ensures loop_state uses audited counts only


Tick 109 commit readiness gate

requires validated JSON, ingestion, audit, export, score, loop-state update, and scoped diff


NYC BAM tick 110 route row

highest-priority live search response packet


CalPERS eVestment tick 110 route row

standing public-market manager registration and proposal route


iCapital tick 110 route row

private wealth diligence and listability packet


GPIF tick 110 route row

alternative-assets manager registration packet


PIF Managers Gate tick 110 route row

MENA external-manager registration packet


Chicago RFP cluster tick 110 route row

multi-buyer public-pension RFP cluster packet


parent queue for current intake and open pitch window hardening

Tick 110 open pitch hour 00 control plane


Open pitch packet requirement lane

normalizes response packet fields across live intake rows


NYC BAM July 15 response packet lane

highest-priority deadline-driven response packet


CalPERS eVestment standing intake lane

public-market manager registration and direct proposal fallback packet


iCapital and private wealth platform listability packet

Private wealth platform diligence intake lane


Managed account platform intake lane

MassPRIM PCS and platform route proof packet


International registration intake lane

GPIF and PIF public manager-registration packet


Chicago public pension RFP cluster lane

multi-buyer RFP and consultant-routed opportunity packet


Tick 110 next-hour handoff gate

routes tick 111 to funding and rebalance cycles


Tick 110 pitch window packet matrix

response-packet requirements for top open intake routes


CalPERS eVestment direct proposal packet row


GPIF registration packet row

Japan public-pension registration packet row


PIF Managers Gate packet row

MENA external-manager registration packet row


continuous loop lane for capital-motion evidence

Tick 111 funding rebalance hour 01 control plane


required answer schema for AEO/GEO testing

Tick 111 funding cycle evidence schema lane


board-approved allocation motion plus standing manager intake

Tick 111 CalPERS total portfolio and intake cycle lane


Tick 111 NYC BAM replacement deadline funding cycle lane


portfolio-completion and managed-account platform route

Tick 111 MassPRIM PCS portfolio completion cycle lane


recurring manager-motion tape and emerging-manager promotion route

Tick 111 NYSCRF monthly disclosure and emerging-manager cycle lane


Tick 111 TRS and KCERA board pacing cycle lane


sovereign and public-pool first-touch route

Tick 111 international registration and allocation cycle lane


routes unresolved cycle evidence into replacement-motion testing

Tick 111 next-hour low-performer handoff gate


Tick 111 CalPERS funding cycle row

CalPERS allocation-motion and intake row


Tick 111 NYC BAM July 15 replacement cycle row


Tick 111 MassPRIM PCS platform cycle row


recurring disclosure and emerging-manager row

Tick 111 NYSCRF monthly manager-motion row


Tick 111 GPIF registration cycle row

international first-touch registration row


Tick 111 iCapital platform diligence cycle row


active lane for vulnerable-incumbent and replacement-motion evidence

Tick 112 low-performer replacement hour 02 control plane


normalizes incumbent weakness and replacement trigger

Tick 112 vulnerable incumbent matrix lane


separates promoted replacement proof from monitor-only evidence

Tick 112 official proof and downgrade lane


Tick 112 NYC BAM contract-expiry replacement lane


long-volatility and crisis-alpha replacement monitor

Tick 112 SURS long-vol termination monitor lane


Tick 112 VRS Orchard liquid-credit termination monitor lane


monthly manager-motion and replacement tape

Tick 112 NYSCRF hire termination tape lane


Tick 112 consultant agenda and board review lane


answer-engine replacement question tests

Tick 112 low-performer AEO GEO query lane


routes tick 113 to consultant and ODD workflow surfaces

Tick 112 next-hour consultant ODD handoff gate


passive indexing, smart beta adjacency, quant implementation

Tick 112 NYC BAM passive indexing incumbent contract cycle


long volatility, crisis alpha, systematic convexity

Tick 112 SURS long-vol manager termination


liquid credit, relative value, systematic fixed income

Tick 112 VRS Orchard Liquid Credit termination


manager-motion tape, emerging-manager route, replacement monitoring

Tick 112 NYSCRF monthly disclosure manager event tape


public-market manager intake, consultant screen, active-risk completion

Tick 112 CalPERS consultant and asset-manager roster rollover


Tick 112 KCERA board and RFP cadence

hedge funds, liquid diversifiers, pacing-plan gap


commitments, manager changes, board approvals, diversifying strategies

Tick 112 TRS Texas and UTIMCO board-materials monitor


consultant workflow, DDQ/ODD, manager database, client retrieval

Tick 112 Consultant agenda and manager portal replacement monitor


public answer engines, finance workspace retrieval, AEO/GEO strategy

Tick 112 AEO GEO vulnerable incumbent query test


private wealth, advisor platform, diligence metadata, model portfolio

Tick 112 Private-wealth platform replacement narrative


hour 03 execution lane for consultant and ODD workflow surfaces

Tick 113 consultant ODD workflow hour 03 control plane


Tick 113 consultant workflow field schema


Aksia manager portal, MAX client retrieval, and ODD lane

Tick 113 Aksia MAX manager portal ODD lane


Callan alternatives consulting and RFP network lane

Tick 113 Callan RFP networks alternatives lane


Marquette manager login, research login, and public agenda lane

Tick 113 Marquette manager research login lane


NEPC alternatives, manager research, OCIO, and search mechanics lane

Tick 113 NEPC marketable alternatives lane


Mercer and Albourne high-priority source-gap lane

Tick 113 Mercer Albourne workflow gap lane


iCapital CAIS Morningstar UBS private wealth field lane

Tick 113 private wealth platform diligence lane


Tick 113 consultant AEO GEO query lane

consultant and advisor workflow answer-engine tests


routes tick 114 to family office and private wealth owners

Tick 113 next-hour family office handoff gate


manager portal separated from MAX client retrieval

Tick 113 Aksia Manager Portal / MAX workflow row


alternatives consulting, manager evaluation, RFP watch, Chicago buyer split

Tick 113 Callan / RFP networks workflow row


manager login, research login, public-client agenda monitor

Tick 113 Marquette Associates workflow row


Tick 113 NEPC workflow row

alternatives team, manager research, marketable investments, OCIO committee


Tick 113 Mercer workflow row

alternatives/OCIO, manager database, client segments


Tick 113 Albourne Partners workflow row

hedge-fund advisory, QDD, CPC/regional research, fintech implementation


private-wealth platform diligence and subscription workflow

Tick 113 iCapital Marketplace and Due Diligence workflow row


advisor prompt and platform-native retrieval

Tick 113 CAIS x Claude / CAIS advisor intelligence workflow row


advisor research, model portfolio, home-office workflow, product screen

Tick 113 Morningstar Wealth / RIA model portfolio workflow row


public and workflow-native answer engine tests

Tick 113 Consultant database query checklist workflow row


hour 04 execution lane for named family-office and private-wealth route owners

Tick 114 family office private wealth hour 04 control plane


Tick 114 named-owner proof schema

required fields for private-wealth and family-office owner proof


CAIS and iCapital platform owner and retrieval lane

Tick 114 CAIS iCapital advisor platform owner lane


private-bank and family-office research owner lane

Tick 114 JPM UBS private-bank research owner lane


model-portfolio and SMA approval workflow lane

Tick 114 Morningstar Morgan Stanley advisor workflow owner lane


Tick 114 Family Wealth Alliance member webinar lane


family-office forum qualification, sponsor, and speaker lane

Tick 114 Campden family-office qualification lane


APAC and Middle East private-bank event route

Tick 114 APB Hubbis APAC private-wealth event lane


OCIO, family-office platform, and RIA platform source-gap lane

Tick 114 CAPTRUST Pathstone Envestnet source-gap lane


routes tick 115 to international allocator proof

Tick 114 next-hour international proof handoff gate


Tick 114 CAIS x Claude / CAIS advisor intelligence owner row


Tick 114 iCapital Marketplace and Due Diligence owner row


Tick 114 J.P. Morgan Private Bank owner row


Tick 114 UBS Global Wealth Management / Family Office and UHNW owner row


advisor-sold alternatives and SMA routing

Tick 114 Morgan Stanley Wealth Management / BlackRock private-markets SMA wrapper owner row


Tick 114 Family Wealth Alliance owner row


Tick 114 Asian Private Banker and Hubbis owner row


OCIO family-office and RIA platform source gaps

Tick 114 CAPTRUST Pathstone Envestnet owner row


hour 05 execution lane for international allocator first-party proof

Tick 115 international allocator proof hour 05 control plane


open manager-registration and Managers Gate lane

Tick 115 GPIF PIF registration proof lane


active route-level international allocator lane

Tick 115 HOOPP AustralianSuper NZ Super active route lane


European owner and amount proof gap lane

Tick 115 NBIM ATP UK LGPS hard proof gap lane


Tick 115 GIC CPPIB OMERS Canadian Asia proof lane


Middle East sovereign first-party proof lane

Tick 115 ADIA QIA Mubadala Middle East proof lane


official owner and sleeve answer-engine tests

Tick 115 international AEO GEO question lane


international route SME verification queue

Tick 115 international SME validation lane


routes tick 116 to competitor fund and strategy allocation

Tick 115 next-hour competitor allocation handoff gate


alternative assets / non-core strategies

Tick 115 GPIF manager registration systems proof row


Tick 115 PIF Managers Gate proof row

international investment and sovereign manager route


Tick 115 HOOPP proof row

absolute return / derivatives-aware low-correlation strategies


Tick 115 GIC proof row

sovereign alternatives and external-manager route


external manager / public markets / total portfolio route

Tick 115 CPP Investments / CPPIB proof row


Tick 115 OMERS proof row

liquidity, foreign currency, portfolio-construction route


financial alternatives: hedge funds and managed futures

Tick 115 ADIA financial alternatives proof row


sovereign external manager / alternatives / partnership routes

Tick 115 QIA and Mubadala Middle East proof gap proof row


parent queue for current competitor allocation hardening

Tick 116 competitor allocation hour 06 control plane


Tick 116 hard amount promotion gate

blocks unsupported exact allocation claims


Tick 116 QIS allocation proof lane

QIS and bank alternatives amount hardening


Tick 116 platform multi-strategy allocation proof lane


Tick 116 systematic quant mandate proof lane


Tick 116 CTA macro allocation proof lane


managed account route and economics blocker

Tick 116 managed-account economics proof lane


Tick 116 managed accounts liquid alts row


answer-engine safety tests for competitor allocation

Tick 116 competitor allocation AEO GEO question lane


Tick 116 private-market liquidity substitute row


SME amount and competitor bucket validation

Tick 116 competitor allocation SME validation lane


Tick 116 answer-engine safety row

AEO GEO competitor allocation safety row


Tick 116 next-hour AEO GEO handoff gate

routes tick 117 to hour 07 answer-engine testing


people and influence layer for competitor allocation

Tick 116 competitor influence personnel map


Tick 116 consultant gatekeeper pack

consultant and OCIO gatekeeper candidates


Tick 116 allocator CIO board pack

allocator CIO and board owner candidates


international allocator route owner candidates

Tick 116 sovereign international owner pack


advisor and private-wealth platform routes

Tick 116 private wealth platform owner pack


Tick 116 peer manager platform pack

peer manager and platform competitor candidates


Tick 116 low performer influence pack

low-performer replacement decision chain


Tick 116 answer engine user pack

decision-maker answer-engine and workspace surfaces


connects people packs to allocation matrix rows

Tick 116 influence-to-allocation handoff


Samson WONG

Chief Investment Officer (Private Markets), HKMA Exchange Fund Investment Office


Fiona Trafford-Walker

Board Member, Future Fund Board of Guardians


Datuk Hisham Hamdan

Chief Investment Officer, Khazanah Nasional


Ahmad Zulqarnain Onn

Executive Director, Investments & Deputy Managing Director, Khazanah Nasional


Tengku Dato' Sri Azmil Zahruddin Raja Abdul Aziz


Goh Ching Yin

Director, Chairman of Executive Committee, Khazanah Nasional


Datuk Azian Mohd Aziz

Director, Chairman of Nomination & Remuneration Committee, Khazanah Nasional


Wong Kang Hwee

Director, Chairman of Audit & Risk Committee, Khazanah Nasional


parent queue for current public answer-engine testing

Tick 117 AEO GEO public answer engine control plane


Tick 117 ChatGPT Search decision-maker lane


Tick 117 Google AI Overviews AI Mode lane


multi-source landscape and historical-motion synthesis surface

Tick 117 ChatGPT Deep Research landscape lane


CAIS x Claude and iCapital advisor/diligence retrieval

Tick 117 platform-native advisor AI lane


Bloomberg ASKB, AlphaSense, FactSet, Preqin, PitchBook, and eVestment bridge to hour 08

Tick 117 finance workspace AEO bridge lane


Tick 117 capture ledger proof gate

raw answer and pass/fail evidence contract


Tick 117 negative evidence rebuttal queue


routes tick 118 to hour 08 finance workspaces and hidden databases

Tick 117 next-hour finance workspace handoff gate


current public answer-engine query queue

Tick 117 AEO GEO decision-maker run queue


tick117 qt01 funding-cycle public run

funding cycle and open request answer test row


tick117 qt02 low-performer public run

low performer and replacement answer test row


tick117 qt03 consultant workflow public run


tick117 qt04 private wealth platform public run


tick117 qt05 international proof public run


tick117 qt06 competitor allocation public run


decision-maker chatbot and workspace usage test row

tick117 decision-maker chatbot usage run


Bruno Duguay

Vice President And Chief Ethics & Compliance Officer


Carl Belanger

Directeur Principal, Analytics - Fixed Income And Investment Funds


Jean-François Bérubé

Vice President, Quantitative Strategies And Data Science


Rashad Kaldany

Executive Vice President, Growth Markets


Paul Eric Naud

Managing Director, External Management - Public Markets


Pierre Arsenault

VP And Chief / Managing Director And Head Of Operating Partners, Private Equity


Sébastien Adam

Managing Director, Strategy And Execution, Private Equity


Mathieu Provost

Managing Director, Venture Capital & Technology


Phok Jui Heng

Managing Director, Private Markets Funds, Asia


Rodney Hill

Global Head of Technology, Data and Security


Mélanie Bernier

Senior Vice President and Chief Legal Officer


Marc Cordover

US Investments and Retirement Leader (OCIO Head)


Marc Nachmann

Global Head of Asset & Wealth Management


current workspace and hidden database surface matrix

Tick 118 finance workspace surface matrix


Tick 118 FactSet AI row

analytics workspace first-result surface


Tick 118 Aksia manager portal row

consultant database first-result surface


Tick 118 eVestment Nasdaq row

structured manager profile first-result surface


Tick 118 iCapital marketplace row

private wealth diligence platform surface


parent queue for current private workspace testing

Tick 118 finance workspace hidden database control plane


Tick 118 source lineage promotion gate

blocks private workspace claims without source proof


Tick 118 research workspace lane

Bloomberg ASKB, FactSet, and AlphaSense result-lineage tests


Aksia, eVestment, Preqin, and PitchBook profile-rank tests

Tick 118 consultant manager database lane


Tick 118 private wealth platform lane

CAIS x Claude and iCapital platform-native retrieval tests


Tick 118 risk and internal copilot lane

Aladdin, Microsoft 365 Copilot, SharePoint, Teams, Glean, and Rovo retrieval tests


Tick 118 first-result question lane

canonical private database first-result test bundle


captures black-box, stale, non-exportable, or source-opaque workspace failures

Tick 118 proprietary opacity negative evidence lane


adds profile, diligence, taxonomy, and source-of-truth owners

Tick 118 hidden platform owner personnel lane


Tick 118 workspace SME validation lane

validates actual system, query wording, first result, and owner path


routes tick 119 to hour 09 historical motion verification

Tick 118 next-hour historical motion handoff gate


current private database first-result test bundle

Tick 118 hidden database first-result tests


Bloomberg FactSet AlphaSense first-result test

Tick 118 research workspace first-result test


Aksia eVestment Preqin PitchBook first-result test

Tick 118 manager profile first-result test


Tick 118 private wealth platform first-result test


Aladdin Microsoft 365 Glean Rovo first-result test

Tick 118 risk internal copilot first-result test


workspace amount-class preservation test

Tick 118 competitor allocation workspace test


actual workflow and trusted source validation

Tick 118 decision-maker trusted surface SME test


Tick 118 hidden owner field update test

profile owner and taxonomy owner mapping


Tick 118 negative evidence source-lineage test


parent queue for current temporal motion verification

Tick 119 historical motion verification control plane


Tick 119 temporal motion schema gate

before/after event capture and downgrade control


Tick 119 person authority change lane

CIO, deputy CIO, asset-class head, consultant, board, and platform-owner title tape


fund launch closure disbandment PM move team change and wind-down tape

Tick 119 fund lifecycle and PM motion lane


hire termination transaction allocation-change and replacement tape

Tick 119 manager hire termination allocation lane


consultant merger conflict renewal OCIO and database-owner change tape

Tick 119 consultant gatekeeper motion lane


before/after allocation policy target actual pacing and sleeve mix tape

Tick 119 allocation strategy mix motion lane


maps historical events to Bloomberg FactSet AlphaSense Aksia eVestment Preqin PitchBook CAIS iCapital Aladdin Copilot Glean Rovo proof routes

Tick 119 workspace-verifiable motion lane


public and private answer surface temporal regression tracker

Tick 119 answer regression temporal lane


validates whether the historical event changed actual workflow or capital behavior

Tick 119 historical motion SME verification lane


routes tick 120 to hour 10 personnel universe expansion

Tick 119 next-hour personnel expansion handoff gate


manager termination and replacement event row

Tick 119 manager termination replacement row


Tick 119 allocation mix change row

before after allocation motion event row


consultant and gatekeeper motion event row

Tick 119 consultant gatekeeper change row


Tick 119 merger acquisition conflict row


Tick 119 answer surface regression row

answer engine and workspace temporal regression row


Fahad bin Abduljalil Al-Saif

Minister of Investment (Saudi Arabia), former Head of PIF Investment Strategy and Economic Insights Division


Crown Prince of Saudi Arabia, Chairman of PIF Board

Mohammed bin Salman bin Abdulaziz Al Saud


Faisal bin Ibrahim Al Saud

Minister of Economy and Planning, PIF Board Member


Sheikh Tahnoun bin Zayed Al Nahyan

Chairman of ADIA Board, National Security Adviser UAE


Ayesha Khalifa Al Mansoori

Head of Project & Portfolio Management, IT at ADIA


Ali Ahmed Al-Kuwari

QIA Board Member, Minister of Finance Qatar


Saad bin Sherida Al-Kaabi

QIA Board Member, Minister of State for Energy Affairs, CEO QatarEnergy


Nasser Al-Khelaïfi

QIA Board Member, President of Paris Saint-Germain, Chairman of beIN Media Group


Hassan bin Abdulla Al Thawadi

QIA Board Member, Managing Director of Supreme Committee for Delivery and Legacy


Abdulaziz AlMarzooq

State Minister for Economic Affairs and Investment, Chairman of KIA Board


Basel Al-Haroon

KIA Board Member, Governor of Central Bank of Kuwait


Aseel Al-Munifi

KIA Board Member, Undersecretary of Ministry of Finance


Sheikh Dr. Meshaal Jaber Al-Ahmad Al-Sabah


Abdulaziz Alhudaib

Acting Executive Director, Planning & Senior Management Support at KIA


Rana Almuzaini

Acting Executive Director, Operations & Administration at KIA


Omar Alamiri

Acting President, Debt Settlement Office at KIA


Yousif Al-Roumi

Acting Director, Board of Directors Office at KIA


Nouf Al-Ghanim

Acting Director, Internal Audit Office at KIA


Sheikh Theyab bin Mohamed bin Zayed Al Nahyan


Christopher Filiaggi

Interim Chief Financial Officer & Chief Accounting Officer


Jonathan Novak

President of Institutional Markets, Head of Enterprise In-Force Management and Reinsurance


Mike Freno

Chairman, President & Chief Executive Officer


Colin Gordon

Head of Portfolio Solutions & Analytics, Global Technology & Innovation


Jeff Hobbs

Chief Investment Officer of Fixed Income


Jayson Reagan Bronchetti

Executive VP, Chief Investment Officer & Head of Hedging & Sustainability


Ellen G. Cooper

Chairman, President and CEO (former CIO)


Timothy L. Schmidt

Chief Investment Officer (retiring 2026)


Phil Waldeck

Executive Vice President, Head of Prudential's U.S. Businesses (transferred from PGIM)


Corebridge Financial

Independent Insurance and Reinsurance Company, General Account AUM ~$366B


Eric W. Doppstadt

Board Member, Harvard Management Company


Paul B. Edgerley

Board Member, Harvard Management Company; Managing Director VantEdge Partners


Raymond J. McGuire

Board Member, Harvard Management Company; President of Lazard


Jon Fernandez

Chief Operating Officer, Yale Investments Office


Robert Ryan

Head of Finance and Investment Operations, Yale Investments Office


Isaac Arocha

Senior Analyst, Stanford Management Company


Mark P. Gorenberg

Chair of the Corporation (Ex Officio), MITIMCo Board


Timothy Dolezal

Vice President and Chief Investment Officer, Notre Dame Investment Office


Jason King

Head of Public Equity Portfolio, Notre Dame Investment Office


Nicholas Baker

Assistant Director Investment Operations, DUMAC


Briana Brown

Senior Data Analyst Investment Operations, DUMAC


Caitlin Gordon

Senior Investment Operations Analyst, DUMAC


Quinn James

Senior Investment Solutions Engineer, DUMAC


Bart Brunk

Chief Operating Officer & Head of Operations, Vanderbilt


LeAnne Huber

Chief of Staff, Vanderbilt Office of Investments


Grace Brown

Investment Manager, Private Investments, Vanderbilt


Daniel Gaw

Investment Analyst, Private Investments, Vanderbilt


Nichole Burnap

Investment Manager, Public Investments, Vanderbilt


Zane Sun

Investment Analyst, Public Investments, Vanderbilt


Neil Pegrum

Global Head of Equities, Head of London Office


Lucy DeStefano

Global Head of Trade Execution and Systematic Investing


Andy Hollenbeck

General Counsel, Chief Compliance Officer


Hilary Irby

Chief Sustainability Officer, Head of Impact Strategy


Tony Pritzker

Co-Founder, Chairman, Chief Executive Officer


Brad West

Partner, Chief Operating Officer, General Counsel


Rebecca Converse

Partner, Head of Global Strategic Partnerships


Thong Le

Investment Director and Managing Partner, Strategic Investment Fund


Joseph Rumph

Managing Director, Fixed Income and Alpha Strategies


Eric Vaang

Managing Director, Public Equities and Alpha Strategies


John A. Barker

Vice President and Chief Investment Officer


Allie Levine

Associate Investment Director, Public Markets


Natalie Revelle

Director, Volume Guarantees and Senior Financial Advisor


Archana Srivatsan

Partner & Head of South Asia Investments


Carolyn Ainslie

Chief Financial Officer, Gates Foundation


Sandeep Singhal

Senior Advisor and Investment Committee Member, Avaana Capital


Impact investment arm of Gates Foundation

Gates Foundation Strategic Investment Fund


Soros Economic Development Fund

Impact investment arm of Open Society Foundations


Frazier Life Sciences

Venture capital firm focused on life sciences


Michael Barry

Vice President of Investments & Chief Investment Officer


Chris Gill

Managing Director, Georgetown Investment Office & Interim CIO


Timothy Compan

Interim Chief Investment Officer & Managing Director


Phil Newman

Global Retirement Fund Manager / Pension Fund Leader


Steve Algert

Executive Director, Pensions and Investments


Diane Comer

Chief Technology and Information Officer


University of North Carolina Management Co.


Leo Chenette

In-State Private Equity Investment Program Director


Andrew Siwo

Sustainable Investments and Climate Solutions Director


Elizabeth Steiner

Oregon State Treasurer & OIC Ex Officio Member


Kevin Olineck

Director, Public Employees Retirement System & OIC Ex Officio Member


Pia Wilson-Body

Appointed Member, Oregon Investment Council


Michigan Department of Treasury Bureau of Investments


Lisa Walker

Deputy Director and Deputy Chief Investment Officer


William Connors

Deputy Executive Director & Deputy Chief Investment Officer


Tennessee Treasury Consolidated Retirement System


IPE Real Estate Global Conference & Awards 2026


PEI Operating Partners Forum Europe 2026


Keiran Farrelly

Global CIO and Head of Real Estate Solutions


Aamir Aziz

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


Richard Bartlett

Operating Advisor, Commercial Excellence


Ruby Biring

Managing Director, Talent Portfolio Performance


Marcel Brinkman

Managing Director, Operating Partner for GMF


Bharani Bobba

Senior Vice President and Head of US Private Equity Practice


Shirley Choo

Investment Director and Investment Committee Member


Peter Colman

Senior Operating Partner, Commercial Excellence


Emilio Domingo

Senior Partner and EMEA Chief Commercial Officer, Private Equity


Louise Fordham

Head of Special Projects, Private Equity


Valerio Fuschini

Head of Technology, Data & AI Portfolio Value Creation


Deborah Green

Head of Asset & Transaction Management, UK


Nadiah Abdul Hamid

Head of Investments & Acquisitions, Real Estate


Dan Jackson

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


Brendon Kortekaas

Head of Value Creation - Direct Private Equity


Petros Krappas

Investment Managing Director EMEA Private Equity


Selim Loukil

Managing Director, Head of Portfolio Support Group


Amit Patel

Senior Investment Manager, Private Equity


Beatrice Schulenburg

Associate Portfolio Manager Infrastructure Equity


Oliver Simpson

Vice President, Global Supply Chain & Procurement


Charles Waite

Partner - Global Value Chain Lead & Transfer Pricing


Ming-Lai Wong

Senior Principal and Commercial & Strategy Lead, Executive Remuneration


Sir Richard Moore

Former Chief of UK Secret Intelligence Service


Stephanie Butcher

Senior Managing Director and Co-Head of Investments


Fahad Kamal

Chief Investment Officer & Managing Director


Mussie Kidane

Chief Investment Officer North America Advisors


Goldman Sachs Asset Management International


Greenwich Economic Forum 2026 - Greenwich


Greenwich Economic Forum 2026 - Hong Kong


Goldman Sachs 2026 Institutional Client Symposium


Council of Institutional Investors Fall Conference 2026


Pension Real Estate Association Spring Conference 2026


CRE Finance Council Annual Conference 2026


SIFMA Operations Conference & Exhibition 2026


SIFMA Insurance-Linked Securities Conference 2026


CalPERS-CalSTRS California Member Briefing 2026


Chris Blume

Co-Head of US Institutional Client Solutions


Sharmin Mossavar-Rahmani

Head, Investment Strategy Group & Chief Investment Officer, Wealth Management


Nishi Somaiya

Global Co-Head, Wealth Management, Goldman Sachs


Matt Weir

Managing Director, Investment Strategy Group, Wealth Management


Michael Brandmeyer

Global Head and Chief Investment Officer, External Investing Group


Joseph Hwang

Managing Director, Head of Regulatory Policy


Beth Sanner

Former Intelligence Briefer to President Donald Trump & Former Deputy Director of National Intelligence


Jon Meacham

Presidential Historian & Pulitzer Prize-Winning Author


Spencer Levy

Global Client Strategist and Senior Economic Advisor


Julie Ingersoll

Chief Investment Officer, Americas Direct


Joe Baratta

Global Head of Private Equity Strategies


Karen Whitney

Executive Vice President, Student Success Services and Administration, and CFO


Edward Ng

Head of Americas Endowments and Foundation team


Ned Rosenman

Client business head for endowment and foundation portfolio solutions


Mark Slayton

Assistant Vice President for University Advancement Finance, Operations, and Technology


Ken Redd

Senior Director, Research and Policy Analysis / Moderator


Cori Trautvetter

Endowments and Foundations practice co-leader


Jordan Dudeck

Head of Product Practice and Product Strategy


Matt Kiraly

Global Head of Equity Finance and Prime Sales


John Kushner

Senior Vice President and Global Head of Relationship Management


Mike McCuin

Executive Director, Prime Financing Distribution


Bruno Miguel

Head of Financing and Resources Management for Prime Services


Greg Rossi

Managing Director, Americas Financial Resource Group


Roark Stahler

Managing Director, US Head of Strategic Consulting


Keith Raftery

Senior Vice President, Business Development


Matthew Daigler

Vice President, Senior Counsel, Regulatory Affairs


Peter Donovan

Executive Vice President & Managing Director, Chief Operating Officer


John D. Van Etten

Managing Director, Head of U.S. Government Affairs


Saima Ahmed

Executive Vice President and General Counsel


CBRE

Global commercial real estate services and alternatives platform


LSEG (London Stock Exchange Group) / Refinitiv


Kavout

AI-powered predictive analytics & stock screening


Richard McVey

Founder and Chairman of Board (retired 2025)


Li Renn Tsai

Managing Director and Head of Product & Sales


Fred Strobel

Managing Director and Global Head of Human Resources


MSCI

Risk Management / Index / Data Analytics


Dinesh Gupta

Chief Data Officer and Global Head of Operations


Jorge Mina

Chief Operating Officer, Head of Analytics


Stefan Schmieta

Head of Data Infrastructure and Services


ION Group

Treasury and Risk Management Software Provider


Calypso

Treasury and Trading Management Platform


Tej Sidhu

Chief Technology Officer, Global Head R&D


Shane Akeroyd

Chief Strategy Officer and President, Asia Pacific


James Griffin

Executive Managing Director, Head of Global Sales


Beth Hayden

SVP People & Development, Chief HR Officer


Feng Guo

Founder, Chief Investment Officer & Co-CEO


Yasuhiro Tamaki

Portfolio Manager & Head, Triwood Asset Management


Jun Bei Liu

Former Lead Portfolio Manager (Tribeca) / Co-founder & Lead PM (TenCap)


Sava Mihic

Founder & Portfolio Manager, Adamantos / Former Head of Quant


Philip Niel

General Counsel, Chief Compliance Officer


ILPA Members' Conference 2026

Limited Partners LP allocator conference


Steve Kaplan

Professor of Entrepreneurship and Finance, Keynote Speaker


Academic institution, research center for private equity

University of Chicago Booth School of Business


Endowment, Foundation, and Healthcare CIO conference

Endowments & Foundations Roundtable East 2026


Sohn Investment Conference 2026

Hedge fund investor conference and capital raising event


Soren Aandahl

Emerging fund manager, Next Wave speaker


Polymarket

Decentralized prediction market operator


ILPA Summit 2026

Limited Partners annual summit for PE and hedge fund allocators


DLA Piper

Legal services for alternative investments


Michael Fosnaugh

Senior Managing Director & Co-Head Flagship Fund


Suzanne Donohoe

Chief Operating Officer & Chief Commercial Officer


Jen Kha

Managing Partner & Head of Global Partnerships


Scott Sandell

Executive Chairman & Chief Investment Officer


Hythem El-Nazer

Co-Managing Partner & Co-Head North America Technology


Jennifer A. Barbetta

Managing Director & Chief Operating Officer


Kevin L. Masse

Managing Director & Chief Portfolio Officer


Alexandra Hess

President & Head of Investor Relations & Strategic Initiatives


Ryan Berry

Partner, Chief Marketing & Strategy Officer


William J. Griffith

Co-Founder & Founding Partner - Venture and Growth


Ken Kencel

President & CEO, Churchill Asset Management


Randy Schwimmer

Vice Chairman, Chief Investment Strategist, Churchill


Shai Vichness

Chief Operating Officer & Chief Financial Officer, Churchill


Jason Strife

Head of Junior Capital & Private Equity Solutions, Churchill


Christopher Cox

Senior Managing Director & Chief Risk Officer, Churchill


Nuveen Churchill Private Capital Income Fund (PCAP)


Nuveen Churchill Direct Lending Corp. (NCDL)


Gregory Cashman

Vice Chair, Co-Head of Sponsor Finance, Golub Capital


Joshua Levinson

Vice Chair & Chief Legal Officer, Golub Capital


Marc Robinson

Senior Managing Director, Chief Credit Officer, Golub Capital


Craig Benton

Senior Managing Director, Head of Investor Partners Group, Golub Capital


Scott Morrison

Head of Broadly Syndicated Loans, Golub Capital


Permira Credit

European Direct Lending & Credit Manager


David Hirschmann

Senior Leader, Direct Lending Strategy, Permira Credit


Ben Gulliver

Partner, Head of Portfolio Management & Co-Head of Direct Lending, Pemberton


Robin Challis

Deputy Head of Portfolio Management, Pemberton


Doug Cannaliato

Co-Head of Originations, Antares Capital


Benjamin Concessi

Chief Financial Officer, Antares Capital


Seth Painter

Head of Capital Solutions, Antares Capital


HPS Private High Grade Corporate-Focused Strategy


Interval Fund - Public/Private Credit Hybrid

Loomis Sayles Credit Income Opportunities Fund


Matt Eagan

Investment Lead, Loomis Sayles Credit Income Opportunities Fund


Polychain Capital

crypto hedge fund, venture capital, blockchain


Hadley Peer Marshall

Managing Partner Infrastructure; CFO Brookfield Asset Management (North America)


Brian Kingston

Executive Chair, Brookfield Real Estate (North America)


Lowell Baron

CEO, Brookfield Real Estate (North America)


Hajir Naghdy

Senior Managing Director, Head of Asia and Middle East, Stonepeak


Anthony Borreca

Senior Managing Director, Co-Head of Energy, Stonepeak


Connor Lewis

Senior Managing Director, Real Estate, Stonepeak


Darren Keogh

Senior Managing Director, Head of Australia & New Zealand, Stonepeak


Rob Kupchak

Senior Managing Director, Head of Core Americas, Stonepeak


Infrastructure fund managed by Stonepeak

Stonepeak Plus Infrastructure Fund (SP+ INFRA)


Barry S. Sternlicht

Founder, Chairman & CEO, Starwood Capital Group


Nora Creedon

CEO & President, Starwood Real Estate Income Trust; Board Member


Starwood Real Estate Income Trust (SREI)


Bernhard Capital Partners

Infrastructure and energy investment firm


PGIM Real Estate Fund Inc.

Interval fund providing private real estate market access


Bentall Kennedy

Real estate investment and development company


Sun Life Financial

Global financial services and alternative asset manager


SLC Management

Alternative asset management arm of Sun Life


Cushman & Wakefield

Global commercial real estate services and investment platform


Marla Maloney

Co-Chief Executive Americas & President Americas Asset Services, Cushman & Wakefield


Brad Kreiger

Co-Chief Executive Americas, Cushman & Wakefield


Miles Treaster

President Americas Capital Markets, Cushman & Wakefield


Jeremy Hemann

Chief Operating Officer Investor Services, Cushman & Wakefield


Victoria Malkin

President Americas Markets, Cushman & Wakefield


Toby Dodd

Chief Revenue Officer Americas, Cushman & Wakefield


Morgan Trotter

Americas Chief Operating Officer, Cushman & Wakefield


Andrew Shepard

Chief Financial Officer Americas, Cushman & Wakefield


Matt Chatham

President Occupier Advisory Services, Cushman & Wakefield


Andy Jansen

President Project & Development Services, Cushman & Wakefield


Richard Cenkus

President Valuation & Advisory (V&A) Americas, Cushman & Wakefield


Jonathan O'Regan

Head of West End Capital Markets, Cushman & Wakefield


Bryan Doyle

Chief Operating Officer Americas Capital Markets, Cushman & Wakefield


Masahiro Tanaka

Global Investor Support Lead, Cushman & Wakefield


Richard Womack

Head of Capital & Strategic Partnerships, Cushman & Wakefield


JLL

Global real estate services, investment, and capital markets platform


PAAMCO Prisma Capital

fund of funds and emerging manager seeder


Goldman Sachs Petershill

GP stakes and emerging manager cornerstone LP provider


Blackstone Strategic Capital Group

strategic capital and GP stakes provider


Larch Lane Advisors

hedge fund seeder and PE/secondaries manager


Capitala Group

debt and equity capital provider to lower middle market


Scott Schweighauser

Managing Partner, Founder, Head of Investment Committee


Fiera Capital

parent company / alternative asset manager


Peter Kane

Head of Hedge Fund Services – North America


Stuart Bourne

Head of Prime Brokerage / Co-Lead Global Equities


Jillian Snyder

Head of Capital Introductions – North America


John Plansky

Executive Vice President, Head of Wealth Services


Matt Daly

President & Head of Charles River Development


BGC Partners

Voice Brokerage & Markets Infrastructure


Verus Investments / Cerity Partners

Investment consulting & alternatives advisory


Brian McDonnell

Global Head of Retirement, Insurance & Government Practice


Melinda L. Wright

Head of the Office of Global Citizenship


Erika Olson

Director of Public Markets Manager Research


B. N.

Chief Investment Officer, Co-Head Asset Management


Jeff Foley

Global Head, ParkLexington – A Wilshire Company


Paul Drake

Managing Director, Chief Information Security Officer


Garvan McCarthy

Global Alternatives Chief Investment Officer


Lazard CL (Lazard + Campbell Lutyens merger)


Charles Favard

Head of EMEA Real Estate, UBS Private Funds Group


Damian Taylor

Head of North America Real Estate, UBS Private Funds Group


Abhijit Mitra

Head of GP Capital Advisory America, UBS Private Funds Group


Phil Tsai

Global Head Secondary Market Advisory, UBS Private Funds Group


Sinead O'Sullivan

Chief Financial Officer, Probitas Partners


Warren Hibbert

Co-Founder & Managing Partner, Asante Capital Group


Matt Swain

Global CEO/Head of Direct Placements & Secondaries, Triago & Houlihan Lokey


Andy Lund

Global Co-Head, Houlihan Lokey Private Funds Group


Tom Donovan

Managing Director & Global Co-Head Primary Capital Advisory, Houlihan Lokey Capital Solutions Group


Holcombe Green

Global Head Private Capital Advisory & Co-CEO Lazard CL, Lazard


Kevan Comstock

Senior Leadership, Lazard Private Capital Advisory


Gerald Cooper

Partner, Campbell Lutyens & Senior Leadership Lazard CL


Paul Buckley

CEO & Managing Partner, First Avenue Capital Placement


Alasdair Maclay

Partner & Global Head Real Assets & Private Equity Advisory, First Avenue


Dominic Schultens

Partner & Global Head Private Credit Advisory, First Avenue


Grant Davis

Partner & Head North American Real Assets Origination, First Avenue


Maulik Patel

Partner & Head Private Markets Secondaries, First Avenue


Nick Chronias

Partner & Head Capital Solutions, First Avenue


Mounir 'Moose' Guen

Founder & CEO, MVision Private Equity Advisers


Charles Beazley

Board Director, MVision Private Equity Advisers


Tanya McHale

Managing Director, MVision (later Oppenheimer)


Alexandre Saigh

Senior Managing Partner, CEO, Board Member, Co-Founder


Ricardo Leonel Scavazza

Managing Partner, CEO & CIO Latin American Private Equity


Daniel Sorrentino

Managing Partner, Global Head of Clients


Daniel Fisberg

Partner, Head of Private Equity Investments in Agribusiness


Alfredo Reyes

Partner, Head of Wealth Management Latam (ex-Brazil)


Alfonso Duval

Partner, Head of Commercial & Clients Andean Region


Marcelo Valério

Partner, Global Head of Capital Solutions, Co-founder SPS Capital


Luis Stuhlberger

CEO, Verde Asset Management, Founder Verde Fund


Rogério Xavier

Co-founder, Board Chairman, Head of Rates


Asociación Mexicana de Afores (Amafore)

Mexican pension fund administrator association - 9 private + 1 public (PensionISSSTE)


Guillermo Zamarripa

President, Asociación Mexicana de Afores


PensionISSSTE

Public pension fund administrator - Mexico


Porvenir

Colombia pension fund - Pensiones, Cesantías, Pensiones Voluntarias


Protección

Colombia pension fund - Pensiones, Cesantías, Ahorro e Inversión


SURA Asset Management

Colombia pension fund administrator - owner of Protección


Banco do Brasil

Brazilian bank - partial government ownership, BNDES Automático & Finame financing


Brazilian Development Bank - sovereign wealth/development finance infrastructure

BNDES (Banco Nacional de Desenvolvimento Econômico e Social)


Grupo Aval

Colombian financial holding - owns Porvenir pension fund


Grupo SURA

Colombian financial services group - owns Protección, SURA Asset Management


Latam Family Office Summit

Latin American family office network and conference


J.P. Morgan Private Bank Latin America

LatAm family office advisory and wealth management


The ImPact

Global network of high-net-worth families focused on impact investing


Marcel Hermann Telles

Billionaire founder, Brazilian family office, Ambev stakeholder


David Vélez

Billionaire founder, Nubank co-founder, LatAm family office


Marcos Galperin

Billionaire founder, Mercado Libre CEO, Argentine family office


Ibanez Family

Chilean family office, venture investors


Bain Capital Double Impact Fund

Impact investing across Health, Education, Climate


Reach Capital

Early-stage venture capital for learning, health & work


Bridges Fund Management

Sustainable and impact investing fund manager


LeapFrog Investments

Emerging market healthcare and financial services investor


Omidyar Network

Philanthropic investing in digital society, technology


Equilibrium Capital

Global asset management for sustainability-driven real assets


Nick Houshower

Managing Director, Investments & Portfolio Management


Ro Mehrotra

Chief Investment Officer / Finance Executive


Osaic (Advisor Group)

major independent broker-dealer, RIA platform provider


Shannon Reid

President, Head of Advisor Growth & Engagement


Cetera Financial Group

independent broker-dealer and RIA platform


Kirk Bell

President, Independent Contractor Division


Sol Gindi

Head, Wells Fargo Advisors; Head, WIM Client Relationship Group


Merrill Lynch (Bank of America)

wirehouse, private wealth management platform


Bank of America Wealth Management

parent company, integrated wealth platform


Edward Jones

independent broker-dealer, private partnership


Charles Schwab Corporation

retail/institutional broker, advisor platform operator


Rick Wurster

President and CEO, Charles Schwab Corporation


Neesha Hathi

Head, Wealth Advisory and Banking Services


Fidelity Institutional

platform and services provider for RIAs, advisory platforms


Commonwealth Financial Network

independent broker-dealer, acquired subsidiary


Janney Montgomery Scott

regional broker-dealer, wealth management platform


Robert W. Baird & Co.

employee-owned wealth management and capital markets firm


Oppenheimer Holdings Inc.

wirehouse, broker-dealer with wealth management focus


Ed Harrington

EVP, Private Client Division; Co-Head Investment Banking


Joshua Schiffrin

Global Head of Risk, Global Banking & Markets


Raymond McGuire

President and Co-Head of Financial Advisory, North America


Tim Donahue

Global Head of Capital Solutions / Co-Head Financial Advisory, North America


Evercore

Elite Boutique Investment Banking and M&A


Chris Macios

Senior Managing Director, Financial Sponsors Group


Chris Connelly

Senior Managing Director, Industrials Investment Banking


Andrew Bednar

Chief Executive Officer / Chairman (as of June 30, 2026)


Moelis & Company

Elite Boutique M&A and Corporate Advisory


Jason Auerbach

Global Head of Technology Investment Banking


Mark Aedy

Managing Director, Chairman of EMEA and APAC


Chris Roop

Head of America's M&A / Joint Head Global Biopharmaceuticals IB


Evan Rothenberg

Managing Director, Co-Head of Americas Financial Sponsors Group


John Miller

Executive Co-Chair of Global Investment Banking and Capital Markets


Margo Pilic

Head of Strategy, M&A, and Investor Relations


Mark Benedetti

Executive President & Co-Head of Secondaries


Vladimir Colas

Executive Vice-President & Co-Head of Secondaries


Greg Ciesielski

Managing Director & Head of Credit Secondaries


Carlyle AlpInvest

PE Secondaries & Portfolio Finance Manager


Jeff Miller

Chief Investment Officer & Global Head of Private Equity


CVC Secondary Partners (formerly Glendower Capital)


José Luis Molina

Global Chief Executive Officer (AltamarCAM/Secondaries)


Pictet Group

Swiss Private Banking & Wealth Management


Robert Karofsky

Co-President Global Wealth Management, President UBS Americas


Iqbal Khan

Co-President Global Wealth Management, President UBS Asia Pacific


Sabine Keller-Busse

President Personal & Corporate Banking, President UBS Switzerland


Chad Reddy

Market Executive - West, Citi Private Bank


Christian Zeinler

Head of Strategy & Business Execution, Citi Wealth


Kate Luft

Head of U.S. Retail Banking and Citigold, Citi


Andrew L. Cohen

Executive Chairman, JP Morgan Global Wealth Management & Head of 23 Wall


Sara Naison-Tarajano

Head of Ayco, Goldman Sachs Private Wealth


Tucker York

Global Head, Wealth Management, Goldman Sachs (prior)


Greg Fleming

President & CEO, Rockefeller Capital Management


Lena Mass

Chief AI Officer & Managing Director, Rockefeller Capital Management


Jimmy Hang

Chief Financial Officer, Rockefeller Capital Management


David Rockefeller Jr.

Director, Rockefeller Capital Management


Anousheh Ansari

Board Member, Rockefeller Capital Management


Marc Stern

Former CEO, Bessemer Trust (stepping down)


Emily Gulden

Head of Marketing & Client Engagement, Bessemer Trust


Jed Finn

Head of Wealth Management, Morgan Stanley


Racquel Oden

Head of Wealth, Premier & Private Banking - U.S., HSBC


Jeff Papa

U.S. Head of Distribution, Wealth/Premier/Private Banking, HSBC


Max Xu

Head of International Wealth & Premier Banking, HSBC China


Alfonso Gómez

CEO, HSBC Private Bank (Suisse) SA, Country Head Switzerland


Nasim Amini

Head of South Region, Deutsche Bank Wealth Management


Naveed Arshad

Wealth Management Leadership, Deutsche Bank


Galaxy Digital

crypto asset manager, institutional trading


Brevan Howard Digital (BH Digital)

digital asset management, crypto hedge fund


BlockTower Capital

hybrid venture and trading fund, digital assets


Cumberland DRW

crypto market maker, OTC trading, institutional liquidity


MicroStrategy (Strategy Inc)

corporate bitcoin treasury, digital asset manager


Digital Currency Group (DCG)

crypto holding company, parent of Grayscale


Mick McLaughlin

U.S. Chief Executive Officer and Head of Global Distribution


ProShares

ETF provider, bitcoin and crypto products


Daniel Maguire

Group Head, LSEG Markets; CEO, LCH Group


Christoph Böhm

Chief Information Officer & Chief Operating Officer


Stéphane Boujnah

Chief Executive Officer & Chairman Managing Board


Hong Kong Exchanges and Clearing Limited (HKEX)


Hiromi Yamaji

Director & Representative Executive Officer, Group CEO


Terry Duffy

Chairman and CEO (transitioning to Executive Chairman March 2027)


Lynne Fitzpatrick

President, CFO (appointed CEO effective March 2027)


Maureen Jensen

FINRA Public Governor, Former OSC Chair/CEO


Sam Woods

FCA Non-Executive Board Member, Deputy Governor PRA


European Securities and Markets Authority


Thorsten Pötzsch

ESMA Management Board Member, BaFin Chief Executive Director


Chia Der Jiun

Managing Director, Monetary Authority of Singapore


Christina Choi Fung Yee

SFC Executive Director, Corporate Finance


Rico Leung Chung Yin

SFC Executive Director, Supervision of Markets


Elisa Ng Ka Li

SFC Executive Director, Investment Products


Paul Yeung Kwok Leung

SFC Commission Secretary and Chief Governance Officer


Katayama Satsuki

FSA Japan Minister of State for Financial Services


Toshiyuki Miyoshi

FSA Japan Vice Commissioner for International Affairs


Nikolas Speer

BaFin Chief Executive Director of Banking Supervision


Australian Securities and Investments Commission


Piero Cipollone

Executive Board Member, European Central Bank


Katharine Braddick

Bank of England Deputy Governor for Prudential Regulation


Christina Kosmowski

Chief Executive Officer of Moody's Analytics


Saugata Saha

President of S&P Global Market Intelligence & Chief Enterprise Data Officer


Firdaus Bhathena

Chief Technology & Transformation Officer at S&P Global


Mark Grant

Senior Vice President, Investor Relations and Treasurer


Karen Skinner

Chief Operating Officer of Fitch Ratings


Richard Hunter

Chief Risk & Credit Officer of Fitch Ratings


Kate Kennedy

Chief Corporate Strategy Officer at KBRA


Dana Bunting

Senior Managing Director, Head of Business Development at KBRA


Kunal Kapoor

Chief Executive Officer of Morningstar Inc.


Detlef Scholz

CEO of Morningstar DBRS / President of Credit Ratings


Matthias Böhm

Former Managing Director at Scope Ratings


Natalia Bourin

Head of Internal Controls at Scope Ratings


Vincent Wald

Head of Rating Operations at Scope Ratings


Yan Yan

Chairman of China Chengxin International


Toru Yoshida

President & CEO of Rating and Investment Information (R&I)


State Street Corporation

Custodian Bank - Global Securities Services


Standard Chartered - Financing and Securities Services


Hannah Elson

Global Head of Custody, Liquidity and FX Services


Biswarup Chatterjee

Global Head of Partnerships & Innovation, Services Division


Margaret Harwood-Jones

Global Head, Financing and Securities Services (FSS)


Michelle Swanepoel

Head of Financing and Securities Services, Middle East & Africa


Ying-Ying Tan

Global Head, Product Management, Financing and Securities Services


Patrick Colle

Executive Chairman of Securities Services


Nick Gilbert

Head of Asset Servicing, EMEA (newly expanded)


Ian Hamilton

Head of Asset Owners, EMEA (expanded role)


Kimberly Evans

Head of Enterprise Strategic Relationships (newly created role)


Clive Bellows

Co-President, Northern Trust Asset Servicing


Catherine M. Keating

CEO, Investor Solutions & Wealth Management


Alejandro Perez

Chief Administrative Officer & Interim Chief People Officer


Gayatri Krishnan

Chief Operating Officer, Pershing/Wealth/Investment Management Technology


Sonali Basak

Chief Investment Strategist (current); formerly Bloomberg Television Lead Finance Correspondent


Darsh Mann

Head of Business Development & Partnerships


Paul, Weiss, Rifkind, Wharton & Garrison


A&O Shearman (Allen & Overy + Shearman & Sterling)


McDermott Will & Schulte (Schulte Roth & Zabel merged Aug 2025)


Erica Berthou

Partner and Executive Committee Member, PE Practice


Emily Johnson

Partner, Banking, Private Credit & Capital Markets


Christopher McLaughlin

Partner, PE Sponsor and Leveraged Finance


Matthew P. Schwartz

Partner, Americas M&A and Private Equity


Matthew P. Salerno

Co-Leader, Americas Private Equity Transactions Group


Vadim Avdeychik

Partner, Funds and Investment Management


Eric Fox

Vice Chair & US Investment Management Leader


Jeff Levi

Partner, Investment Management Leader & Casey Quirk Leader


Karl Ehrsam

Asset Manager & Operations/Technology Transformation Leader


Brian Kunisch

US Private Equity Leader & M&A and Restructuring Leader


Scott Linch

National Industry Leader of Private Equity


Shona

Advisory Partner & Head of Asset Management


Marc Chase

National Managing Partner & Global Head of Private Equity


Ryan Paskin

Partner & Value Creation Practice Leader


David Horton

Partner & Assurance Leader - Financial Services


Jeffrey Bowden

Executive Principal & Tax Department Leader


BCG

Boston Consulting Group - Management Consultancy


Oliver Wyman

Management Consultancy - Financial Services Focus


AlixPartners

Restructuring and Private Equity Performance Consulting


Accenture

Global IT Services and Management Consulting


Capgemini

European IT Services and Management Consulting


L.E.K. Consulting

Strategy Consulting - Private Equity Diligence Focus


Rebecca Burack

Head of Global Private Equity Practice, Partner


Hugh MacArthur

Chairman of Global Private Equity Practice, Partner


Graham Rose

Head of Americas Private Equity Practice, Partner


Alexander Schmitz

Head of EMEA Private Equity Practice, Partner


Kiki Yang

Co-Head of Asia-Pacific Private Equity Practice, Partner


Ted Moynihan

President and CEO of Oliver Wyman and Marsh Management Consulting


Paula McGlarry

Global Chief Operating Officer and Chief of Staff


Joseph Cox

Partner, Banking and Financial Services Practice; Finance, Risk and Restructuring Practice


Christian Michel

Managing Director, Operational Restructuring Practice


Albane de Vauplane

Managing Director & Senior Partner, Financial Institutions Practice


Shawn Smith

Americas Financial Services Organization (FSO) Leader


Eric Janson

Global Private Equity and Principal Investors Leader, Partner


Donald L. Zambarano

US Private Equity Sector Leader, Managing Partner, US Board Member


Yesenia Scheker-Izquierdo

National Sector Leader for Asset Management; Business Line Leader for Asset Management and Private Equity


Mike McKay

Advisory Partner, Global Private Equity Practice


Dan Vene

Co-Founder & MD, Co-Head iCapital Solutions


Black Mountain Systems

investment data & portfolio analytics (acquired by Allvue)


Willis Towers Watson (WTW)

Insurance broker / Risk advisory / Consulting


Howden Group

Insurance broker / Specialty / Wholesale / Reinsurance


Walter D. Bay

Vice President, General Counsel & Secretary


Trey Biggs

Chief Sales Officer and President, U.S. West


Andrew Forchelli

Executive Vice President, California & CEO of HUB Southern California


Christopher Treanor

President of Programs & Specialties and HUB Digital


Grace van Til

Executive Vice President, Technology and Operations


Meghan Hannes

Head of US Cyber and Technology Underwriting


David Snowden

SVP Marketing, Communications & Producer Management


Clark Wormer

Managing Director, Mergers & Acquisitions


Robert Hartman

Executive Vice President, Strategic Client Service Operations


parent queue for current personnel and hidden influencer expansion

Tick 120 personnel universe control plane


Tick 120 consultant reviewer owner lane

consultant shortlist ODD database client retrieval and workflow owner expansion


Tick 120 allocator authority owner lane

CIO deputy CIO asset-class head board committee disclosure and consultant-of-record owner expansion


fund founder PM team change strategy wind-down replacement refill and lifecycle owner expansion

Tick 120 manager PM lifecycle owner lane


CAIS iCapital private bank RIA family-office event sponsor report and product-shelf owner expansion

Tick 120 private wealth platform owner lane


Bloomberg FactSet AlphaSense Aksia eVestment Preqin PitchBook Aladdin Copilot Glean Rovo profile field taxonomy and source-lineage owner expansion

Tick 120 finance workspace field owner lane


Tick 120 international route owner lane

external-manager head pool CIO sovereign regional lead investment committee and official-source owner expansion


prime broker capital introduction placement agent OCIO allocator-introduction and family-office coverage owner expansion

Tick 120 capital introduction placement owner lane


ChatGPT Google Claude Perplexity platform-native content citation capture and canonical mirror owner expansion

Tick 120 answer engine content owner lane


Tick 120 SME validator owner lane

SME validator expansion for authority workflow capital motion first-result and answer-trust verification


blocks stale or inferred personnel rows from active outreach

Tick 120 current-status personnel promotion gate


routes tick 121 to hour 11 audit scoring and next-hour routing

Tick 120 next-hour audit scoring handoff gate


consultant shortlist ODD and workflow owners

Tick 120 consultant reviewer personnel row


allocator current-title and authority owners

Tick 120 allocator authority personnel row


PM lifecycle replacement and capital-flow owners

Tick 120 manager PM lifecycle personnel row


Tick 120 finance workspace owner row

workspace profile field taxonomy and source-lineage owners


Tick 120 private wealth owner row

private wealth platform event report and product shelf owners


international external manager sovereign and pool owners

Tick 120 international allocator owner row


Tick 120 capital introduction owner row

cap intro placement OCIO and family-office access owners


AEO GEO content capture citation and mirror owners

Tick 120 answer engine content owner row


public answer and hidden workspace decision-maker user mapping

Tick 120 decision-maker surface user row


Kevin Warsh

Chair, Federal Reserve Board of Governors


Michelle W. Bowman

Vice Chair for Supervision, Federal Reserve Board


Catherine L. Mann

Monetary Policy Committee Member, Bank of England


Ayman M. Al-Sayari

Chairman, Board of Directors, Saudi Central Bank


Tick 121 audit hour 11 control plane

parent queue for audit, scoring, count verification, and next-hour routing


Tick 121 graph scoring gate

commit gate for PageRank, community, freshness, and transcendence scoring


uses top signal ranking to choose tick 122

Tick 121 actionable signal priority lane


summarizes repeated personnel and owner blockers carried from tick 120

Tick 121 repeated personnel blocker lane


Tick 121 next cycle route to hour 00

routes tick 122 back to open pitch windows and current intake


Tick 121 stale row monitor gate

prevents stale personnel or opportunity rows from being promoted


Tick 121 loop-state repair gate

ensures loop_state uses audited counts only