Qualify and pitch Campden family-office forums with quant, liquid-alts, and CIO-level materials for SFO and MFO audiences.

delegate registration
sponsor prospectus
speaker pages
agenda PDFs
report library

Qualified family-office forums create high-intent allocator access when the event surface is explicit and decision-maker heavy.

family-office alternatives / qualified forum access


Use Hubbis registration, sponsorship, and speaking paths as direct access routes into Asian and Middle Eastern private-wealth decision makers.

register page
sponsor page
speak page
event PDFs
special reports

A semi-open event gateway is more useful than a generic media mention when the goal is allocator access.

private wealth event access / speaking path


Target APB events and intelligence surfaces with private-bank-compatible quant and liquid-alts materials.

events calendar
intelligence newsletter
people-move feed
sponsor pages
report pages

APB reaches private-banking, family-office, and investment professionals and creates event-led allocation access.

APAC private-bank alternatives / fund-selector access


Monitor ChatGPT Search answers for allocator-intent quant hedge fund queries and publish answer-first pages with dated claims, source-linked comparison tables, counterevidence, and primary-source appendices.

ChatGPT Search is a top-of-funnel allocator discovery surface where stale or thin citations can shape first impressions before a consultant screen.

top-of-funnel allocator discovery / quant hedge fund positioning

ChatGPT Search quant allocator discovery


Create long-form diligence assets for ChatGPT Deep Research: methodology page, failure-mode FAQ, primary-source appendix, comparison rubric, exportable spreadsheet summary, and executive Q&A.

methodology page
failure-mode FAQ
primary-source appendix
comparison rubric
exportable spreadsheet summary
executive Q&A

Deep research workflows reward dated evidence, counterevidence, and explicit assumptions when allocators test capacity, crowding, and style drift.

Build a long-form diligence memo on capacity, crowding, and style drift for a systematic hedge fund, with dated evidence and counterevidence.

What questions separate real alpha from a backtest-heavy hedge fund pitch?

unsupported synthesis
citation drift
no counterevidence
no dated appendix
backtest claims without assumptions

long-form diligence synthesis / allocator IC memo


Prioritize Google-indexable structured pages with semantic headings, FAQs, entity disambiguation, update logs, and comparison tables for quant hedge fund and QIS queries.

Google AI Overviews and AI Mode can select sources differently from ordinary search, so canonical pages need structured, dated, entity-clean content.

passive search reach / canonical quant entity pages


Build source-linked comparison tables, claim-vs-evidence tables, bear-case memos, transcript/filing references, and clean entity naming for Perplexity-style citation retrieval.

source-linked comparison tables
primary-source appendix
claim-vs-evidence table
bear-case memo
transcript and filing references
clean entity naming

Perplexity rewards evidence density but is vulnerable to citation loops, repeated-domain sourcing, and AI-generated-source risk.

Compare these three managers on process repeatability, edge durability, and operational risk.

Show the strongest bearish evidence from filings, transcripts, and expert calls.

citation loops
AI-generated-source risk
repeated-domain sourcing
missing provenance
selective quoting

citation-forward allocator and consultant comparison


Prepare DDQ FAQ, risk disclosures, team timeline, ops checklist, attribution workbook, and benchmark charts for Claude-style long-context diligence prompts.

Claude workflows can surface operational and process red flags if primary docs and dated supporting material are cleanly packaged.

long-context diligence / red-flag surfacing / memo drafting


Prepare portfolio risk packs, factor exposure tables, liquidity/stress summaries, event timelines, data-lineage notes, and clean tables for Bloomberg-native workflows.

portfolio risk pack
factor exposure table
liquidity and stress summary
event timeline
data-lineage notes
clean tables

Bloomberg ASKB can influence internal finance users, but public-web AEO alone may not reach Terminal-native research.

Show this manager's AUM trend, drawdown history, and peer group with data lineage and timestamps.

Map the next 90-day catalyst calendar and what would falsify the thesis.

proprietary source opacity
no AUM timestamp
capacity claim without math
calendar without dates
unclear source lineage

Bloomberg ASKB quant market data workflow


Prepare attribution workbooks, factor tables, benchmark charts, earnings delta tables, guidance bridges, and quote-backed transcript summaries for FactSet-style retrieval.

attribution workbook
factor table
benchmark chart
earnings delta table
guidance bridge
quote-backed transcript summary

FactSet AI workflows need period alignment, provenance, and clean entity resolution to avoid mixed-source summaries without timestamps.

Explain performance attribution for this manager or portfolio: what is alpha, what is beta, and what is luck?

What changed in guidance, consensus, and transcript this quarter for the underlying exposures?

mixed-source summaries without provenance

document or data mashup without timestamps

portfolio / company / manager research retrieval


Create cited research packs, executive Q&A, transcript/filing references, slide-ready evidence blocks, primary-source appendices, and methodology pages for AlphaSense-style document retrieval.

AlphaSense visibility depends on document-heavy evidence with dates and provenance, not just public landing pages.

Does the retrieval pack preserve dates and provenance?


Publish advisor one-pagers, model-portfolio fit summaries, liquidity/fee explainers, Q&A blocks, canonical terminology, and advisor education copy for CAIS x Claude retrieval.

CAIS x Claude can expose advisor-ready alternatives content directly inside an advisor intelligence workflow.

Which advisor prompts actually drive retrieval, and which are just marketing copy?

advisor-facing liquid-alts discovery / model-portfolio retrieval


Package DDQ/ODD packet, data-room index, risk reporting appendix, drawdown profile, transparency evidence, subscription checklist, platform-compatible fund data, and portfolio-fit summaries for Aksia and iCapital workflows.

Aksia/iCapital retrieval surfaces evaluate completeness and platform fit before a manager reaches an allocator or advisor recommendation.

Which fields are missing from the platform-compatible packet before a manager reaches recommendation?

consultant screening / private-wealth DDQ and ODD retrieval


Downgrade the merged Chicago pension cluster to source-quality monitor until plan-level official procurement sources or board packets separate the buyers.

Merged metro pension clusters should not be treated as one actionable pitch row until official plan pages or board packets separate the buyers.

Ask a Chicago public-pension consultant whether the pitch motion is really plan-level, consultant-level, or just a trade-press cluster summary.

alternatives RFP / plan-level procurement verification

Chicago Pension Funds cluster source remediation


Downgrade Northeast Pension Consortium to source-quality monitor until an official consortium or board source exists.

Allocator-network claims need official plan-level corroboration before they drive high-confidence outreach.

Ask a Northeast public-pension SME which official consortium or plan record confirms the hedge-fund FoF mandate.

hedge fund fund-of-funds mandate verification

Northeast Pension Consortium official-source remediation


Replace the trade-press performance story with an official annual report, HMC report, or board record before treating Harvard as an active hedge-fund allocation search.

A performance article can suggest manager demand, but it does not prove an active hedge-fund allocation search.

Ask an endowment allocator SME which official Harvard source proves hedge-fund allocation and active manager selection.

hedge-fund allocation / active manager-selection verification

Harvard University Endowment hedge-fund allocation source remediation


Verify against a first-party St. Jude or ALSAC investment source before treating the row as a live hospital-endowment pitch surface.

Recovered-note evidence is too indirect for a live hospital-endowment pitch row without an official institution source.

Ask a hospital-endowment SME whether Nicola da Roza is the real gatekeeper and what official document shows liquid-alt screening.

liquid alternatives / hedge-fund gatekeeper verification

St. Jude Children's Research Hospital ALSAC first-party source remediation


Keep the Goldman wealth-channel survey row as market survey evidence only until the underlying Goldman report or official Prime Services source is found.

Press survey results should not be treated as a specific allocator opening without the underlying Goldman report.

Ask a prime-services SME whether the survey is public, client-only, or summarized secondhand.

allocator survey / wealth-channel demand

Goldman Sachs 2026 allocator survey wealth channels source remediation


Separate this from the wealth-channel generalization and keep it as source-remediation until a primary Goldman source proves a distinct Prime Services survey surface.

This is the same press survey as the wealth-channel row and needs de-duplication plus a primary Goldman source.

Ask a prime-brokerage SME whether this is a distinct Prime Services source or just a duplicate media summary.

allocator survey / quant strategy demand

Goldman Sachs Prime Services allocator survey duplicate remediation


Replace the broad LP bucket with named endowment, foundation, or family-office programs before treating it as a pitch target.

A generic LP segment is too broad to function as a pitch target without a specific allocator or program.

Ask an allocator SME which named E&F or family-office program actually accepts this strategy.

quant hedge fund strategy demand / named allocator conversion

Endowments foundations and family offices generic bucket remediation


Anchor the row to a J.P. Morgan research or event page before using it as a pitch signal.

Advisor-mediated demand is not the same as direct allocator intent, and a press summary is too indirect.

Ask a private-bank alternatives SME which J.P. Morgan-owned surface drives family-office hedge-fund education.

family-office hedge funds / alternatives research

J.P. Morgan Private Bank family-office alternatives source remediation


Convert the market-level quant strategy demand row to a named allocator, gatekeeper, or intake surface before using it as an outreach row.

Quant strategy demand at the market level is too generic without a named buyer, gatekeeper, or intake surface.

Ask an allocator SME whether this should stay as market background or become a named manager-search row.

QIS / systematic trading demand conversion

Quantitative investment strategies market named-buyer remediation


Keep Societe Generale Prime Brokerage active only at medium confidence and source-remediate until an official SG prime-services source is found.

Trade-press-only gatekeeper claims should not be treated as a durable vendor surface without an official source.

Ask a prime-brokerage SME which SG page or announcement proves a real capital-introduction or financing motion.

Societe Generale Prime Brokerage official-source remediation


Extract the June 23 agenda and linked materials covering investment, finance, and admin review items.

Committee-specific agenda extraction can reveal manager reviews, consultant actions, and replacement timing before the full board minutes are digested.

Committee-monitor pack for the June 23 agenda and linked materials covering investment, finance, and admin review items.

Ask a KCERA/public-plan SME whether Finance Committee materials ever preview investment manager or consultant changes before the Investment Committee.

committee agenda / investment finance review


Submit or monitor the future-solicitation intake form and build a notification watchlist matching stated service criteria.

Future-solicitation intake surfaces create pre-RFP visibility and let managers align materials before formal procurement opens.

Future-solicitation intake form plus notification watchlist matching stated service criteria.

Ask a Florida SBA procurement SME whether investment-manager or consultant opportunities are actually routed through this form.

future procurement / vendor notification intake


Prepare an RVK-specific consultant-database research packet with differentiated quant/AI evidence, manager-research summary, and current-client mapping.

Consultant-database packets convert a generic consultant gatekeeper into a usable workflow surface.

Consultant-database research packet with differentiated quant/AI evidence, manager-research summary, and current-client mapping.

Ask an RVK/client-plan SME which manager database fields and research-memo sections matter before an allocator introduction.

manager research / alternatives advisory


Prepare an advisor-ready one-pager with model-portfolio fit, liquidity/fee explainer, and low-performer replacement narrative for Cerity institutional consulting.

Consultant-platform pitch surfaces need channel-specific packaging rather than a generic manager deck.

Advisor-ready one-pager with model-portfolio fit, liquidity/fee explainer, and low-performer replacement narrative.

Ask a Cerity/Verus SME whether institutional consulting screens differ from private-wealth/advisor screens after the merger.

institutional consulting / OCIO / family-office advisory

Cerity Partners Institutional Consulting packet delta


Watch the investment manager opportunities page for consultant contract rollover, replacement, extension, or reissue timing.

Consultant contract rollover can change the real first-touch gate for public-market and alternatives manager outreach.

Roster watchpack keyed to consultant contract rollover, replacement, extension, and reissue timing.

Ask a CalPERS consultant SME whether the June 30 roster/contract date changes manager routing or is only administrative.

consultant contract rollover / manager roster watch

CalPERS consultant and asset-manager roster


Use the HMC partner-intake surface only for general allocator-intake claims; upgrade the hedge-fund allocation thesis only after extracting an annual report or board record that proves active manager selection.

The row still relies on trade press for the stronger allocation thesis.

Official intake pages prove pitch routing, but not allocation intent without an official allocation or board document.

Ask an endowment allocator SME whether the HMC partner intake route is used for hedge-fund managers or only broad manager sourcing.

Annual report, HMC report, or board record proves hedge-fund allocation or active manager selection.


Use the St. Jude financial-information page to validate institution scale, then upgrade only if an official investment-office source, annual report, Form 990, or staff bio validates the gatekeeper claim.

The row still depends on recovered notes or scraped people-list evidence.

Hospital-endowment pitch rows need a first-party scale source plus a separate gatekeeper or allocation source.

Ask a hospital-endowment SME whether ALSAC or St. Jude directly screens liquid alternatives and which official document exposes the route.

Official investment-office, annual-report, Form 990, or staff-bio evidence validates the allocator and named gatekeeper.


Keep this as market-scan evidence until a Goldman-owned Prime Services or Asset Management report page is found.

Only Business Insider or MarketWatch summaries support the claim.

A press summary can validate market temperature, but not a specific allocator opening or official Goldman distribution surface.

Ask a prime-services SME whether the Goldman survey is public, client-only, or summarized secondhand.

Goldman-owned Prime Services or Asset Management report page appears in the corpus.


Keep this as a private-bank monitor until a J.P. Morgan-owned research, report, or event page is surfaced.

The row remains anchored to Barrons or other indirect channel evidence.

Private-bank demand is actionable for channel packaging, but indirect press evidence should not be treated as a direct allocator mandate.

Public J.P. Morgan research page, report page, or event page appears in the corpus.


Use the PRIM investments page as the official anchor, then extract board or procurement records before treating the managed-account platform as a live pitch window.

The row still depends on AlternativesWatch or other trade press alone.

Official investment pages can verify allocator scope but still need packet-level evidence for replacement or mandate timing.

Ask a MassPRIM consultant or public-plan SME whether the PCS route is manager-facing, consultant-facing, or only internal.

Official board or procurement record confirms managed-account platform, PCS structure, search, or replacement timing.

managed-account platform / PCS verification

MassPRIM managed-account platform official source gap


Split the merged Chicago cluster into plan-level rows, starting with CTPF investment procurements and MEABF procurement opportunities.

The row remains merged or depends on metro-wide trade-press shorthand.

Merged metro clusters hide the real buyer and should be decomposed into official plan surfaces before pitch routing.

Ask a Chicago public-pension SME whether CTPF and MEABF route alternatives searches through these official pages or through consultants first.

Each plan-level row is sourced from its own official procurement page or board packet.


Package a consultant-ready manager brief that maps directly to NEPC alternatives, manager-research, and OCIO workflows.

Consultant-led alternatives diligence can determine which managers enter the allocator search set before any public RFP appears.


Use RVK relationships to reach corporate and public retirement systems with hedge fund allocation framing and portfolio-construction support.

Independent consultants can influence strategic allocation and manager search even without public mandate language.

Ask a consultant SME whether strategic allocation language is enough to get a meeting.

institutional investment advice / strategic allocation


Treat the research and manager-login surfaces as a consultant database workflow that controls what clients and managers can see and submit.

Client-facing research login and manager-facing portal surfaces indicate decision-maker content workflow, not just a marketing site.

Ask a consultant SME whether the login surfaces are gatekeeping content or just client convenience.

Marquette Research Login / Manager Login


Use the event agenda and sponsor list to map which buyside teams, data vendors, and allocators are in the room.

Alternative-data conferences create a concentrated surface for discovery, sponsorship, and meeting-booking with decision makers.

Ask a conference SME whether buyers at this event are true allocators or mostly vendors and intermediaries.


Use the cap-intro agenda for allocator meetings and sponsor visibility; target structured meeting or exhibition placements.

Cap-intro conferences consolidate allocators, managers, and service providers into a meeting-booking workflow.

Ask a cap-intro SME whether the event calendar drives meetings or mostly branding.

alternative investment cap intro / allocator meeting hub


Normalize Florida SBA new-manager reports into an onboarding tape with manager, mandate, selection date, consultant, and commitment fields.

Quarterly new-manager reports create a fresh allocation tape that can reveal current manager appetite before the next formal solicitation.

New-manager tape, mandate, selection date, consultant, and commitment fields.

Do the reports reflect fresh allocations or only announcement language?

Florida SBA New Manager Reports extraction


Extract notification rules, vendor categories, submission method, and contact fields from the Florida SBA future-solicitation intake path.

A standing future-solicitation form can create pre-RFP visibility if it actually sends targeted vendor notices.

Notification-rule capture, vendor category map, submission method, contact fields.

Does the form notify vendors automatically, or is it just a passive interest list?

Florida SBA Future Solicitations Request extraction


Extract trustee agenda items, approvals, mandate language, policy changes, and named staff/trustee fields.

Trustee packets can reveal policy shifts, manager approvals, and mandate changes before manager databases reflect them.

Agenda items, policy changes, mandate language, approval status, staff and trustee names.

Which agenda items map to manager approval versus routine governance?

Florida SBA Trustee Meeting Materials extraction


Map TRS Texas emerging-manager capacity, ownership criteria, risk controls, graduation rules, and trust-level allocation path.

Emerging-manager programs can create live pitch windows when graduation language maps to trust-level allocations.

Emerging-manager packet, capacity, ownership profile, risk controls, graduation mapping.

Does graduation from the program still map to a live allocation path?

emerging-manager allocation and graduation

TRS Texas Emerging Manager Program extraction


Prepare a July 16-17, 2026 board-book digest with commitments, approvals, manager-change evidence, and committee routing.

Board books and meeting summaries can expose approvals and manager changes before monthly or annual summaries normalize them.

Board book digest, commitment map, approval notes, manager-change evidence.

Does the July meeting include approvals, commitments, or only informational items?

TRS Texas Board Meeting Materials July 2026 extraction


Extract KCERA agenda, motion, vote, attendee, attachment index, manager hits, and consultant hits.

Recurring committee agenda archives can surface review and replacement cues before a formal search appears.

Agenda, motion, vote, attendee, attachment index, manager and consultant hits.

Which agenda items map to manager review or replacement rather than admin matters?

KCERA Board Agendas and Minutes extraction


Use UTIMCO board resources as an allocation-change detector by extracting agenda, board-book sections, manager items, approvals, and audio index.

Endowment-system board archives are often the primary change detector for allocation and manager actions.

Agenda, board-book sections, allocation items, manager items, approval notes, audio index.

Which sections show actual allocation or manager actions rather than background reporting?


Split Marquette's research-login and manager-login paths and map public-client agenda evidence into AI-readable manager-search snippets.

A research-login plus manager-login split is a concrete consultant-database workflow surface, not just a marketing website.

Manager login, research login, public-client agenda, mandate keywords, AI-readable snippets.

Is the public-client agenda a real routing surface or just generic web content?

consultant database / replacement-review monitor

Marquette Associates research and manager portals extraction


Refresh eVestment standing manager profile and strategy fields for quant hedge fund discoverability.

Standing manager databases are pitch-now surfaces when allocator pages explicitly depend on them for manager qualification.

Manager profile, track record, risk metrics, ESG and ops controls.

Is profile completeness enough for first contact, or is a named staff intro still required?

eVestment manager-profile intake extraction


Normalize Preqin fund, manager, investor, fundraising, performance, terms, and benchmark fields for discoverability.

Fund databases can become active GTM surfaces when fields control screenability for investors, consultants, and platform analysts.

Fund profile, manager profile, performance, terms, fundraising updates, benchmark tables.

Which fields are required for discoverability versus just nice-to-have metadata?

Preqin manager and fundraising profile extraction


Keep HMC as partner-intake evidence until an annual report or board record proves hedge-fund allocation and active manager selection.

Official intake pages prove pitch routing, not allocation intent.

Annual report or board record proving hedge-fund allocation and active manager selection.

Does the HMC partner route actually screen hedge-fund managers, or is it only broad manager sourcing?

hedge-fund allocation / active manager-selection verification

Harvard University Endowment hedge-fund allocation source remediation


Use St. Jude financial information for scale only; upgrade after extracting first-party investment-office, annual-report, Form 990, or staff-bio evidence for the gatekeeper.

Hospital-endowment pitch rows need both scale validation and gatekeeper validation.

First-party investment-office, annual-report, Form 990, or staff-bio evidence of the liquid-alts gatekeeper.

Ask a hospital-endowment SME whether ALSAC or St. Jude directly screens liquid alternatives and which official document exposes the route.

liquid alternatives / hedge-fund gatekeeper verification

St. Jude Children's Research Hospital ALSAC first-party source remediation


Do not treat the Goldman Prime Services survey as distinct until a primary Goldman source proves it is separate from the wealth-channel survey.

Duplicate media summaries can inflate market demand unless the primary survey surface is extracted.

Primary Goldman Prime Services source plus proof the surface is distinct from the wealth-channel survey.

Ask a prime-brokerage SME whether this is a distinct Prime Services source or just a duplicate media summary.

Goldman Sachs Prime Services allocator survey duplicate remediation


Split the merged Chicago row with CTPF and MEABF official procurement pages or board packets before pitch routing.

Merged metro clusters hide the real buyer and create bad GTM routing.

CTPF and MEABF official procurement pages or board packets that separate the buyers.

Ask a Chicago public-pension SME whether CTPF and MEABF route alternatives searches through these official pages or through consultants first.

alternatives RFP / plan-level procurement verification

Chicago Pension Funds cluster source remediation


Use PRIM investment pages as the anchor and extract a board or procurement record before treating PCS as a live manager-facing window.

Official investment pages verify allocator scope but not mandate timing.

Board or procurement record proving managed-account platform / PCS timing.

Ask a MassPRIM consultant or public-plan SME whether the PCS route is manager-facing, consultant-facing, or only internal.


Replace wrong-subject evidence with a BNP-direct prime-brokerage or hedge-fund-services page before treating BNP as active.

Same-category prime-brokerage rows can inherit wrong-subject sources unless direct-source evidence is forced.

BNP official prime-brokerage or hedge-fund-services page proving capital-introduction / financing motion.

Which BNP team or page is the real cap-intro or hedge-fund financing entry point?

BNP Paribas Prime Brokerage source remediation


Replace wrong-subject evidence with a UBS-direct prime-brokerage or hedge-fund-services page before treating UBS as active.

Wrong-subject evidence should demote a gatekeeper row until a direct source exists.

UBS official prime-brokerage or hedge-fund-services page proving capital-introduction / financing motion.

Which UBS surface actually supports hedge-fund financing, cap-intro, or allocator access?


Keep HMC as the manager node and stop it from absorbing Harvard University Endowment facts; use a managed_by relation instead of alias collapse.

The audit flags an endowment-manager collision, and the LP batch already models HMC as a university endowment allocator.

Confirm that HMC should stay the operating manager node only, with endowment facts moved off that node.

quant hedge fund allocator graph hygiene


Keep the endowment separate from HMC and remove any HMC aliasing from the allocator node.

The same Harvard relationship appears as both a manager and an allocator, which risks collapsing two distinct institutions.

Confirm that Harvard University Endowment is the allocator/beneficial owner node, separate from HMC.


Canonicalize GIC to one sovereign allocator node and treat the long-form and acronym variants as aliases only.

Acronym and long-form variants appear in different rows, which invites duplicate sovereign allocator nodes.

Confirm whether any separate committee or leadership node is intended, or whether all GIC variants should merge.

GIC (Government of Singapore Investment Corporation)


Merge CPP Investments and CPPIB naming into one allocator node; keep the Canada Pension Plan beneficiary context separate if needed.

The same Canadian pension allocator is referenced as CPP Investments, CPP Investments (CPPIB), and CPPIB across files.

Confirm whether CPP Investments and CPPIB are the same canonical node or separate entities in this graph model.


Pick one canonical firm label and map other spellings to it; keep the founder node separate from the firm node.

The firm appears as D.E. Shaw in one batch and D.E. Shaw & Co. in another, so both names need a single canonical target.

Confirm whether the graph should standardize on D.E. Shaw or D.E. Shaw & Co. as the canonical firm name.


Deduplicate the founder node and keep one canonical person record for the D.E. Shaw founder.

The founder appears as David Shaw in one batch and David E. Shaw in another, which will split the same person into two nodes.

Confirm whether David Shaw and David E. Shaw should be merged into one founder/person node.


Collapse this firm label onto the same canonical D.E. Shaw firm node used elsewhere in the graph.

The hedge-fund batch uses the longer firm name while other batches shorten it, which creates a duplicate firm identity risk.

Confirm whether D.E. Shaw & Co. should be the canonical firm name or an alias of D.E. Shaw.


Deduplicate the founder identity against the shorter David Shaw variant and keep one canonical person node.

The founder name is rendered with and without the middle initial across batches, which is a classic founder-node split.

Confirm whether David E. Shaw should be merged with the David Shaw node from the rich-list batch.


Re-type this row as an institution or allocator, not a person.

The node name is an operating company, but the extracted row assigns the person type.

Confirm the intended entity class for ASFAR so the node is typed as an institution, not an individual.

ASFAR, The Saudi Tourism Investment Company


Re-type this row as an allocator or institution rather than a person.

The node is clearly a pension federation or institution, but it is stored as a person row.

Confirm whether this should be an allocator/institution node rather than a person node.


Re-type this family office as an allocator/institution node.

A family office name is stored as person, which will break allocator and ownership traversals.

Confirm whether Tsao Family Office should be an allocator or institution node.


Re-type this superannuation scheme as an allocator/institution node.

A retirement trust is modeled as a person row even though the role is institutional.

Confirm the intended allocator class for Australian Retirement Trust Superannuation Scheme.


Extract the proposal fields into a manager-ready submission packet for systematic public strategies.

Proposal portals only help when they expose the actual intake packet rather than a generic contact form.

Full proposal packet with strategy, AUM, track record, fees, liquidity, implementation fit, references, and submission path.

Does the portal accept live submissions from new managers, or is it just an informational intake page?

proposal intake / systematic public equity


Re-type this sovereign fund as an allocator/institution node and keep the CIO relations separate.

The fund is stored as a person node even though multiple files already treat it as an allocator.

Confirm whether New Zealand Superannuation Fund should be normalized to allocator/institution.


Normalize the manager-opportunities page into a qualification checklist for new manager outreach.

Manager-intake pages are only useful when the screen criteria and contact method are explicit.

Qualification thresholds, contact method, status date, and category-specific intake requirements.

Is this a live manager intake route or merely a general opportunity listing?

CalPERS Public Investment Manager Opportunities


Re-type this pension fund as an allocator/institution node.

The graph currently stores a public pension institution as a person, which is structurally wrong.

Confirm whether Thailand Government Pension Fund should be an allocator/institution node.


Extract the solicitation attachments and addenda so a pitch packet can answer the search requirements directly.

Search announcements become pitch windows only when the addenda and award path are captured.

Search name, deadline, contract expiry, mandate, requirements, addenda, award path, and document URL.

Do the attachments show a true search launch or just a notice of future solicitation?


Re-type this firm as an allocator/institution node.

A firm name is assigned the person type, which will misroute ownership and affiliation edges.

Confirm whether Blauwpark Partners should be normalized as an institution/allocator node.


Turn the program page into a packet that shows eligibility, capacity, and the graduation path into allocation.

Anastasia Titarchuk
Navyug Patel
Deborah A. Velez Medenica

Emerging-manager programs matter when graduation criteria map to a real allocation path.

Eligibility, AUM threshold, allocation path, graduation criteria, program contact, and asset-class parameters.

Does graduation still map to a live allocation path or only to general program status?

emerging-manager allocation / graduation


Re-type this insurer as an institution node.

The node name is a corporate insurance group, not an individual.

Confirm whether Generali Malaysia Insurance Group should be typed as an institution rather than a person.


Extract the board-book items into a meeting digest that exposes approvals, commitments, and manager-change evidence.

Board books are the best source when committee motions or approvals move manager decisions.

Board date, agenda item, approval, vote, speaker, committee, manager change, and document URL.

Do the materials include an approval or a manager change, or only a presentation deck?

committee approval / manager-change review


A family office is stored as person, which will collide with allocator and staff nodes.

Confirm whether this private office should be an institutional allocator node.

The Private Office of Sheikh Abdulhakim Al Maktoum Family Office


Normalize the monthly disclosure into a hire/termination tape with placement-agent and amount fields.

Monthly disclosures are valuable when the transaction fields reveal manager moves before summaries do.

Month, manager name, asset class, transaction type, hire or termination, placement agent, amount, and document URL.

Which rows are true hires or terminations versus routine position changes?

NYSCRF Monthly Disclosure of Investments and Transactions


A family office principal vehicle is marked as person, so it will not behave like an allocator node.

Confirm whether AP Family Office should be normalized to institution/allocator.


Extract committee-level agenda items, presenters, motions, and closed-session references into a named-people packet.

Recurring board archives become source upgrades when they expose motions, presenters, and closed-session headers.

Meeting date, committee, agenda item, presenter, board member, motion or vote, closed-session reference, and document URL.

Which agenda items map to manager review or replacement rather than routine governance?

CIO-selection context / public-market review


Re-type this foundation as an institution node.

The foundation is stored as a person row even though the context is clearly organizational.

Confirm whether The Hong Kong Jockey Club Foundation should be typed as an institution rather than a person.


Extract solicitation and renewal fields so the packet shows the next vendor-change window.

Procurement listings matter when they expose deadlines, vendor categories, and renewal dates.

Solicitation title, procurement type, deadline, contact, vendor category, award status, renewal date, and document URL.

Does the listing show active procurement or just a vendor directory?


Keep this as a plural market bucket only, and do not promote it to a standalone allocator identity that competes with named family-office nodes.

The same plural bucket appears in multiple signals while named family-office entities also exist, so it should stay a market grouping rather than a duplicate node.

Confirm whether Family offices should remain a market bucket rather than a canonical allocator node.

private wealth quant hedge fund distribution


Extract the advisor prompt and retrieval surface into a CAIS-ready answer pack for liquid-alts distribution.

Advisor platforms are only useful when the packet matches their prompt and retrieval workflow.

Advisor prompt, retrieval surface, asset-manager packet, home-office fields, model-portfolio language, and source URL.

Which advisor prompts actually drive retrieval, and which are just marketing copy?

advisor alternatives platform / prompt surface

CAIS x Claude / CAIS advisor intelligence


Normalize the marketplace into a diligence packet with subscription, DDQ, reporting, and fit fields.

Platform distribution requires the fund packet to be machine-readable and advisor-friendly.

Fund data fields, subscription workflow, DDQ fields, advisor education, portfolio fit, and reporting artifacts.

Which iCapital fields are mandatory for onboarding versus useful for discovery only?


Extract the public research page or event page that proves this is a real family-office route before treating it as a pitch channel.

Private-bank access matters only when the official surface proves the research or advisor workflow.

Research page, family-office report, advisor workflow, alternatives language, event or speaker, and source URL.

Is the public surface a real family-office research route or just generic private-bank content?


Clean the legacy Citi-to-iCapital route and capture the operating fields that affect advisor onboarding.

Platform lineage matters because the real operating rail may have moved even if the brand name stayed the same.

Legacy platform, iCapital operating route, advisor segment, subscription path, and source URL.

Does the current route sit on Citi-branded pages or on iCapital operating pages?


Extract report timing, allocation language, and segment routing so the packet is usable for UHNW outreach.

UBS family-office pages matter when they expose report cadence and allocator language.

Report date, family-office allocation, advisor route, UHNW segment, AI or liquid-alts language, and source URL.

Which UBS surface actually drives allocator education: report, adviser page, or UHNW landing page?

UBS Global Wealth Management / Family Office and UHNW


Convert the model-portfolio surface into advisor-research fields that show where a strategy fits in a shelf.

Model-portfolio gatekeepers decide whether a strategy becomes operationally recommendable.

Model portfolio, advisor research, home office workflow, product screen, and source URL.

Which Morningstar fields control inclusion in advisor workflows versus general research?


Extract the advisor portal and approval workflow so the hedge-fund packet can be compared against wrapper-based distribution.

When wealth platforms launch private-markets SMAs, distribution shifts toward packaging and workflow compatibility.

Advisor portal, SMA product, due-diligence packet, model-approval workflow, and source URL.

Is the wrapper approved at the advisor-platform level or only described in marketing materials?

Morgan Stanley Wealth Management / BlackRock private-markets SMA wrapper


Extract the OCIO intake and consultant screen fields that drive manager qualification for fiduciary advisers.

OCIO and fiduciary advisers are hidden gatekeepers that need explicit screening and RFP workflow fields.

OCIO manager intake, fiduciary research, consultant screen, RFP workflow, and source URL.

Does CAPTRUST screen managers directly, or only refer them through a broader adviser process?

CAPTRUST OCIO / fiduciary adviser surfaces


Fetch the secure proposal portal plus any upload or instruction page, then normalize the submission fields into a manager-ready packet.

A direct proposal-submission page creates a standing intake route even when no formal RFP is open.

Does the portal accept live submissions from new managers, or is it informational only?


Fetch the manager-opportunities criteria and cross-check any eVestment references or contact path.

Manager-intake pages are only useful when the screen criteria and contact method are explicit.

Is this a live manager intake route or merely a general opportunity listing?


Open the Comptroller RFP board page, follow the passive-indexing notice, and capture attachment and addendum URLs plus award-path metadata.

The announcement flags an open passive-indexing search, but the board page is the source-of-truth surface for attachment and addendum discovery.

Do the attachments show a true search launch or just a notice of future solicitation?

public procurement / passive indexing search


Fetch the program page and any partner or eligibility language, then map the graduation path into allocation.

Emerging-manager programs matter when graduation criteria map to a real allocation path.

Does graduation still map to a live allocation path or only to general program status?


Open the board-materials archive and capture the July 16-17, 2026 agenda, board book, summary, and recording URLs.

Board books are the best source when committee motions or approvals move manager decisions.

Do the materials include an approval or manager change, or only a presentation deck?


Fetch the March 2026 disclosure PDF and the disclosure landing page, then normalize manager names, transaction types, and placement agents.

Monthly disclosures are valuable when the transaction fields reveal manager moves before summaries do.

Which rows are true hires or terminations versus routine position changes?


Pull the current-year agenda archive, committee packets, and closed-session headers, then extract named people and motion text.

Recurring board archives become source upgrades when they expose motions, presenters, and closed-session headers.

Which agenda items map to manager review or replacement rather than routine governance?


Fetch the investment-procurements page plus any linked award or renewal notices, and normalize deadlines and vendor categories.

Procurement listings matter when they expose deadlines, vendor categories, and renewal dates.

Does the listing show active procurement or just a vendor directory?


Fetch the Claude-integration press release plus the advisor, home-office, and asset-manager surface taxonomy, then extract prompt and retrieval fields.

CAIS has a public Claude integration plus separate Financial Advisor, Home Office, and Asset Manager surfaces.


Fetch the marketplace and diligence surfaces, then normalize subscription, DDQ, reporting, and portfolio-fit fields.

alternatives distribution / diligence workflow


Keep the row as a source-gap monitor until a J.P. Morgan-owned research, report, or event page is surfaced.

Private-bank demand should be sourced to the bank's own research or event surfaces before high-confidence AEO/GEO claims are made.


Split legacy Citi branding from the iCapital operating rail, then capture the subscription path and advisor segment.


Fetch the family-office report page and related UHNW landing pages, then extract report cadence, allocation language, and segment routing.


Use the cited model-portfolio article plus Morningstar's advisor-research surfaces to identify inclusion criteria and shelf-fit fields.


Fetch the BlackRock/Morgan Stanley wrapper article and any advisor-portal or approval-page follow-ons, then extract the approval workflow.


Use the CAPTRUST gatekeeper node plus the hidden-gatekeeper corpus to locate the OCIO intake page, then normalize manager screening and RFP workflow fields.


Fetch the Callan search and alternatives surfaces, then normalize people, deadlines, and search status into a manager packet.

The consultant queue says Callan needs child surfaces for alternatives consulting, manager evaluation, RFP watch, and named people.

Which Callan surface is the real manager-search entry point: consulting page, RFP network, or renewal notice?

Fetch Callan alternatives and RFP surfaces, then extract named people, deadlines, and shortlist language.


Fetch Mercer alternatives and OCIO surfaces, then normalize research people, client segments, and search workflow fields.

Mercer is called out as the thinnest high-priority consultant row and needs an RFP/search surface before it is treated as a strong node.

Does Mercer have a public alternatives or OCIO search page, or is the real route only via named people and private outreach?

Fetch Mercer alternatives, OCIO, and RFP/search pages, then isolate the actual search mechanics.

Mercer alternatives and OCIO search surface


Fetch Aksia MAX and the manager portal surfaces, then extract packet fields, odd fields, and named research people.

Aksia should surface as hedge-fund screening plus ODD, not generic institutional consulting.

Which Aksia surface is the operative one for manager intake: MAX, manager portal, or the client retrieval layer?

Fetch the manager portal and client/MAX retrieval surfaces, then normalize the data-room and ODD fields.


Fetch RVK research and alternatives surfaces, then extract client type, submission route, and alternative-strategy language.

RVK has gatekeeper signal, but the corpus still needs split research, alternatives advisory, and people nodes.

Which RVK surface actually accepts or routes manager submissions today?

Fetch RVK alternatives and research surfaces, then isolate manager submission route and public agenda mentions.


Fetch Wilshire alternatives and OCIO routing surfaces, then normalize the workflow surface and client segments.

Wilshire should be split between alternatives and governance/risk oversight so the search surface is not lost.

Does Wilshire expose a distinct alternatives workflow, or only a general consultant/OCIO front door?

Split Wilshire alternatives from governance/risk and capture the consultant search language separately.


Fetch the Verus/Cerity institutional consulting surface, then map people, OCIO route, and research process fields.

Verus / Cerity needs explicit ownership and a separate institutional-consulting node; merger coverage is not enough.

Is Verus functioning as a live institutional consulting channel or mostly a legacy merger label?

Fetch the Cerity-linked institutional consulting route and separate ownership/conflict language from merger coverage.


Fetch Albourne executive, QDD, CPC, and regional research surfaces, then extract the manager database and ODD fields.

Albourne should split executive committee, QDD, CPC/regional research, and fintech/implementation.

Which Albourne surface is the actual gatekeeper for hedge-fund manager review: QDD, CPC, or regional research?

Fetch Albourne research, QDD, CPC, and regional surfaces, then normalize hedge-fund-advisory outputs.


Fetch the prime brokerage cap-intro surfaces, then normalize contact people, allocator targets, and manager-launch signals.

The ingest queue treats prime-broker cap-intro as a hidden-gatekeeper family with launch-channel yield.

Which prime brokerage surface is the actual allocator-intro route rather than just a marketing page?

Fetch prime brokerage cap-intro surfaces and extract allocator targets, intro terms, and launch signals.


Fetch Eaton Partners and adjacent placement-agent surfaces, then normalize allocator types, intro terms, and launch timing.

Placement agents are a separate acquisition family from prime brokerage and should not be collapsed into general fundraising coverage.

Which Eaton surface exposes the real allocator-intro route and what manager-launch evidence is public?

Fetch placement-agent surfaces and extract allocator targets, launch windows, and intro terms.

Eaton Partners placement-agent ecosystem


Fetch eVestment-style manager-profile surfaces, then extract profile type, performance fields, terms fields, and investor maps.

Allocator databases are useful when the profile surface exposes normalized manager data rather than a marketing summary.

Does the eVestment surface expose exportable profile fields or only a gated search result?

Fetch the manager-profile and search surfaces, then normalize exposed fields and investor-map output.


Fetch Preqin and PitchBook manager-profile surfaces, then extract profile type, exposed fields, and source URLs.

Preqin and PitchBook become useful acquisition surfaces when they expose structured manager profiles and investor mapping.

Which of Preqin or PitchBook exposes the richer manager-profile surface for hedge-fund discovery?

Fetch Preqin and PitchBook profile surfaces, then normalize people, terms, performance, and investor-map fields.


Fetch Asian Private Banker event and intelligence surfaces, then normalize speakers, private-bank firms, and selection categories.

APAC private-bank transitions become pitch windows when the people-move and summit routes are explicit.

Which Asian Private Banker surface best exposes CIO moves or summit-speaker routing?

Fetch people-move, summit, and awards surfaces, then build the APAC private-bank decision-maker watchlist.


Fetch Hubbis registration, sponsorship, and speaker surfaces, then extract wealth-firm, topic, and sponsor routing fields.

Hubbis is valuable when registration and speaking paths can be used as direct access routes into decision makers.

Which Hubbis route is strongest for routing a manager profile: registration, sponsorship, or speaking?

Fetch registration, sponsorship, and speaking paths, then normalize APAC and Middle East advisor-routing fields.


Fetch Campden Wealth and Family Wealth Alliance network surfaces, then normalize member firms, speakers, sponsors, and audience types.

Family-office networks are separate acquisition channels and should not be collapsed into generic wealth-platform coverage.

Which network surface is more actionable for hedge-fund outreach: Campden event pages or Family Wealth Alliance member routing?

Fetch member, sponsor, and agenda surfaces, then split MFO and SFO routing from general wealth coverage.

Campden Wealth / Family Wealth Alliance network


Build source-linked comparison tables, claim-vs-evidence tables, bear-case memos, transcript/filing references, and clean entity naming for Perplexity-style citation retrieval.

Perplexity rewards evidence density but is vulnerable to citation loops, repeated-domain sourcing, and AI-generated-source risk.

Which third-party corroborating sources does an allocator trust when Perplexity cites them?

Perplexity quant evidence density decision surface


Prepare traceable numbers, data-lineage notes, event and filing paths, benchmark IDs, timestamped factor tables, and catalyst calendars for Bloomberg ASKB-style workflows.

Bloomberg ASKB can influence internal finance users, but public-web AEO alone may not reach Terminal-native research.

Can a Terminal user retrieve the manager's evidence through public docs, Bloomberg fields, or only manually uploaded materials?

terminal-native quant diligence and market data retrieval

Bloomberg ASKB quant market data workflow decision surface


Prepare attribution workbooks, factor tables, benchmark charts, earnings delta tables, guidance bridges, and quote-backed transcript summaries for FactSet-style retrieval.

FactSet AI workflows need period alignment, provenance, and clean entity resolution to avoid mixed-source summaries without timestamps.

Which FactSet fields or internal notes are decisive in manager comparison workflows?

portfolio analytics, transcripts, filings, and attribution workflow

FactSet AI quant workflow decision surface


Create a Copilot-visible workstream pack: current memo, investment committee summary, meeting notes, spreadsheet tables, decision log, DDQ index, and dated source appendix.

If an allocator's internal Microsoft tenant controls diligence retrieval, permissioned workstream structure may matter more than public SEO.

Does the allocator's investment team store manager diligence in SharePoint/Teams, and what metadata controls retrieval?

permissioned internal memo, meeting-note, and spreadsheet retrieval

Microsoft 365 Copilot quant diligence workstream


Publish internal-ready artifacts with canonical titles, tags, DDQ history, ODD notes, committee decisions, and clean aliases so Glean-style retrieval can resolve the manager correctly.

Enterprise search assistants can become hidden memory layers for prior diligence, objections, and committee decisions.

Which canonical title and alias set makes the manager retrievable inside an enterprise knowledge base?

internal knowledge-base retrieval and committee memory

Glean Assistant allocator knowledge-base retrieval


Prepare Confluence/Jira-ready diligence context with epics, roadmap updates, meeting outputs, implementation tasks, and objection-resolution logs.

A manager can lose internal visibility if diligence material is not structured for the workflow system where implementation and objections are tracked.

Does the allocator track manager evaluation in Confluence/Jira, and what fields persist into committee review?

Confluence/Jira diligence context and implementation tracking

Atlassian Rovo diligence context surface


Build an Aladdin-facing risk pack with factor exposure, liquidity, stress scenarios, drawdown impact, benchmark mapping, capacity assumptions, and implementation constraints.

Portfolio-risk systems convert qualitative hedge-fund interest into allocation feasibility, so the packet must answer factor, liquidity, stress, and drawdown questions before the IC meeting.

Which Aladdin report or portfolio-risk view is used before an allocator accepts a manager meeting?

risk-pack and portfolio-impact retrieval

Aladdin portfolio risk workflow decision surface


Publish a public research hub with a concise thesis page, methodology memo, data table page, risk page, team page, and downloadable factsheet/PDF for allocator diligence.

The same canonical hub feeds ChatGPT Search, Google AI Overviews, Perplexity, Claude, advisor portals, and enterprise connectors if it is dated, source-backed, and entity-clean.

Which public page becomes the canonical source a decision-maker or answer engine should cite?

canonical public answer asset for allocators, consultants, and AI search

Quant hedge fund public research hub decision surface


Maintain a data-room index with DDQ, ODD, risk reporting appendix, drawdown profile, transparency evidence, subscription checklist, platform-compatible fund data, portfolio-fit summaries, and red-flag FAQ.

AEO/GEO discovery does not convert unless the downstream diligence packet survives consultant portals, platform due diligence, enterprise search, and committee retrieval.

Which packet fields are mandatory before a consultant or platform will put the manager into a recommendation workflow?

consultant, platform, and enterprise-retrieval readiness

Quant hedge fund DDQ and ODD data-room packet


Prepare QR-ready factsheet, speaker one-pager, low-correlation brief, capacity-aware implementation note, and follow-up prompt library for family-office event apps.

Family-office event apps can become the first retrieval surface after a sponsor, speaker, or CIO meeting, so the event packet needs to route back to canonical evidence.

Which event-app fields are searchable by attendees after the meeting: sponsor, speaker, topic, or attached materials?

event app and QR-based private-wealth routing


Treat Goldman cap-intro as a launch-channel influencer; prepare an SMA-specific one-pager and allocator qualification criteria.

Business Insider reported Goldman global head of capital introduction Kristin Kramer saying SMAs are making it easier to launch hedge funds.

Does Goldman still expose a current capital-introduction route, or is the live surface only historical SMA-launch framing?


Use Societe Generale as a prime-brokerage expansion row and target hedge-fund client growth language in launch-channel mapping.

Financial News London reported Societe Generale entered cash prime brokerage and is integrating cash equities and prime brokerage to support hedge fund client growth.

Which Societe Generale page is the real prime-brokerage entry point rather than a generic bank surface?


Use Eaton Partners as the placement-agent route into institutional capital and map allocator targets by fund category.

Placement agents are a separate acquisition family from prime brokerage and should not be collapsed into general fundraising coverage.

Which Eaton surface exposes the real allocator-intro route and any public manager-launch evidence?

institutional fundraising / private placement


Mine monthly disclosures for manager hires, transactions, and placement-agent activity so launch and replacement windows are visible early.

Monthly disclosures are valuable when the transaction fields reveal manager moves before summaries do.

Which disclosure rows are true hires or terminations versus routine position changes?

manager hires / transactions / placement-agent activity

NYSCRF Monthly Disclosure of Investments and Transactions


Publish canonical cap-intro and placement-agent pages with dated claims, entity disambiguation, and comparison tables so ChatGPT Search, Google AI Overviews, Claude, and AlphaSense can retrieve them cleanly.

Answer engines reward structured, dated, entity-clean pages that make hidden gatekeepers legible before direct outreach begins.

Which answer-first page would an allocator trust before speaking to a gatekeeper?

Prime brokerage and placement-agent answer-engine surfaces


Register and pitch APAC private-bank alternatives selectors in Hong Kong and Singapore; prep an advisor-ready quant one-pager, QR fact sheet, and platform-ready follow-up packet.

The Selection Nexus is a Hong Kong and Singapore business-matching forum for asset managers, private banks, and IAMs, with explicit register and sponsor/contact paths.

Which APB route is most useful for manager outreach: the selection nexus, the summit, or the intelligence feed?

APAC private-bank alternatives / fund-selector access

Asian Private Banker Alternatives Selection Nexus 2026


Target CIOs, market heads, investment advisors, fund selectors, and relationship managers with private-bank-compatible quant sleeves and a concise event brief.

The summit is framed as a 800+ person private-wealth decision-maker gathering in Hong Kong and Singapore.

Does the summit surface speaker or sponsor targeting that is stronger than the general attendee list?

private banks / CIOs / relationship managers


Register, sponsor, or seek speaker slots for Dubai, Singapore, and Hong Kong forums; tailor materials to HNW insurance, private capital, and independent wealth managers.

The public 2026 schedule spans Dubai, Singapore, and Hong Kong forums, including Independent Wealth Management, HNW Insurance, Middle East Private Capital, and Wealth Planning/Structuring.

Which event line-ups are most likely to surface allocator speakers or sponsor introductions?

private wealth / insurance / private capital / OCIO access


Use the register, sponsor, and speaker paths as direct access routes; package a speaker one-pager, event brief, and QR fact sheet that can be reused across APAC and Middle East forums.

Hubbis exposes login/register plus sponsor-an-event and become-a-speaker paths, and its special reports include Middle East and Asian private-wealth outlooks.

Is the real route through registration, sponsorship, or speaker application?

Hubbis registration / sponsorship / speaking


Qualify and pitch Campden family-office forums with quant, liquid-alts, and CIO-level materials for SFO and MFO audiences; lead with decision-maker-reusable content.

Campden uses a qualification gate for family-office forums, with audiences described as core decision makers and a family principal / SFO / MFO mix.

Which Campden pages expose speakers, sponsors, or attendee qualification rules most clearly?

family-office alternatives / qualified forum access


Work the network as a referral and education channel for multifamily offices; reuse diligence materials across member firms.

member portal
event calendar
sponsor directory
webinar archive
newsletter

MFO networks amplify distribution when the material is reusable across member firms and CIO workflows.

Which Family Wealth Alliance surface exposes member-firm CIO contacts first?


Submit interest through the MENA External Managers Program gate and package the manager profile for regional relevance, monthly quantitative data, and implementation capacity.

PIF's Managers Gate is a public registration portal with Register and Login links for the MENA External Managers Program.

Does the gate require a formal qualification path or is it a straight registration portal?

MENA External Managers Program / external manager registration


Refresh the standing eVestment manager profile and strategy fields so the row is discoverable by allocator search and routing workflows.

Allocator databases are most useful when the profile surface exposes normalized manager data rather than a marketing summary.


Normalize Preqin fund, manager, investor, fundraising, performance, terms, and benchmark fields for discoverability.

fund manager investor performance terms benchmark fundraising_update updated_at source_url

Preqin becomes acquisition-grade when the profile exposes a structured fund and manager record with current fundraising context.


Fetch PitchBook manager-profile surfaces, then extract profile type, exposed fields, and source URLs for hedge-fund discovery.

PitchBook is most useful when the discovery page exposes structured manager and fundraising history instead of a general company summary.


Package Aladdin outputs into allocator-ready risk tables that make holdings, exposures, liquidity, and stress easy to compare.

holdings exposure liquidity stress drawdown performance accounting timestamps

Aladdin is useful when the output is a dated risk pack instead of a generic portfolio summary.

Generate the portfolio risk pack with holdings, exposures, liquidity, stress, and drawdown by date.

Which Aladdin table is the allocator-grade starting point for a risk conversation?


Publish searchable research packs with filings, expert transcripts, broker-style notes, internal content mirrors, and exec-ready slides or reports.

Document search only works for allocator diligence if the answer carries dates and source links.

Return the newest cited documents, dated transcript hits, and a concise evidence block for this manager.

Are timestamps preserved on search hits and quoted documents?


Prepare portfolio-risk packs, factor tables, liquidity and stress summaries, and clean event or filing timelines for Bloomberg-native workflows.

Bloomberg answers are only useful for diligence when the numbers can be traced back to a filing or event path.

Provide the numbers with lineage and the event or filing path that supports them.

Does the prompt preserve event or filing lineage, or does it collapse into an uncited summary?


Prepare attribution workbooks, factor tables, benchmark charts, earnings delta tables, guidance bridges, and quote-backed transcript summaries.

FactSet is strongest when the workflow preserves period alignment and explicit benchmark context.

Show the period-aligned attribution, benchmark, and quote-backed transcript summary for this quarter.

Are the benchmark period and attribution period explicitly aligned?


Convert the model-portfolio surface into advisor-research fields that show shelf fit, inclusion criteria, and implementation fit.

Morningstar becomes actionable when the surface answers inclusion and shelf-fit questions, not just general research questions.

Explain where the strategy fits in the model portfolio and what blocks inclusion.

Which fields control inclusion in advisor workflows versus general research?


Use prompt wording that forces structured fields out of allocator databases and rejects answers that omit timestamps or investor-map detail.

A better prompt returns fields; a vague prompt returns a summary.

Which manager-profile surfaces expose profile type, people, performance, terms, investor map, and a visible source URL?

Which prompt wording causes the surface to return structured fields instead of a marketing summary?


Reject stale rows and keep only surfaces with visible update dates and investor-map outputs that support outreach and allocator coverage.

Freshness and investor-map visibility decide whether the profile is usable for outreach or only useful as background research.

Show the newest timestamp, the last refresh date, and the investor map for this manager.

What date, refresh cadence, and investor-map completeness are good enough to trust?

Profile freshness and investor-map use by allocators


Prepare a Goldman cap-intro packet with an SMA-compatible one-pager, allocator qualification criteria, launch-capacity evidence, fee/liquidity terms, and source-backed quant strategy summary.

The person queue ranks Kristin Kramer as the direct cap-intro gatekeeper and tick 62 maps Goldman to SMA-backed launch mechanics.

Does current Goldman cap-intro routing still pass through this named role, and what packet fields are required before an intro?

capital introduction / SMA-backed hedge fund launches

Kristin Kramer / Goldman Sachs Prime Brokerage


Build an Eaton placement-agent packet with allocator target segments, fund category, launch window, intro terms, track record, and platform-ready diligence material.

Placement agents are a separate acquisition family from prime brokerage and should be mapped to named relationship paths where possible.

Which current Eaton team member owns hedge fund or liquid-alts introductions, and does founder-level lineage matter today?

placement-agent institutional fundraising route


Build a CAPTRUST-compatible fiduciary packet with implementation burden, fee clarity, liquidity controls, risk reporting, model-portfolio fit, and OCIO screening summary.

OCIO/RIA gatekeepers require operationally simple and fiduciary-friendly material before a manager becomes recommendable.

Does CAPTRUST screen managers centrally, through practice leaders, or through adviser teams?

OCIO, RIA, fiduciary adviser, and wealth/institutional allocator access


Attach this CIO route to board-packet, annual-report, and public-agenda extraction before outreach; prepare manager-review evidence around alternatives sleeve, replacement motions, and risk controls.

TRS Illinois alternatives and manager-review packet page

board agenda
annual report
alternatives allocation
manager review
termination/replacement evidence
consultant references

Allocator CIOs should not be treated as pitch targets until packet-level evidence shows the active review or replacement surface.

What public board or annual-report document proves a current manager-review window for TRS Illinois?

public-pension CIO and manager-review context

Stan Rupnik / Teachers Retirement System of Illinois


Attach this CIO route to annual-report, Form 990, conference-bio, investment-policy, or public-agenda evidence before direct outreach; prepare a foundation-ready liquid-alts packet.

foundation CIO liquid-alts packet with mission-aligned risk and liquidity framing

annual report
Form 990
investment policy
conference bio
mission-aligned risk framing
liquidity terms

Foundation CIO routes are actionable only after the source proves the current investment role and a plausible manager-selection surface.

Which Packard source proves the current investment decision route and whether liquid alternatives are in scope?

foundation CIO discretionary manager-selection route

Kimberly Sargent / David and Lucile Packard Foundation


Extract event_date, city, speaker_name, sponsor_name, registration_url, audience_type, and selection_category from APB summit and intelligence pages so AEO/GEO content can answer who the forum is for and how to access it.

APB already has event and intelligence surfaces in the local corpus, but the speaker/sponsor/registration fields need a normalized extraction layer.

Which APB page exposes the strongest current speaker and sponsor metadata: the summit page, the selection nexus, or the intelligence feed?


Upgrade the APB surface with explicit speaker and sponsor roster capture, then backfill event-to-person edges for recurring forums and awards pages.

APB is already mapped as a live APAC private-wealth route, but the roster detail is still too thin for robust outreach automation.

Does APB expose a current sponsor roster or only an event landing page with register/contact links?


Extract event_date, city, sponsor_name, speaker_name, topic, wealth_firm, and registration_path from the public forum schedule and route each event into a reusable outreach packet.

The local corpus already exposes register, sponsor, and speak paths, but per-event metadata still needs a thinner extraction layer.

Which Hubbis page is most reliable for current sponsors and speakers: forum PDF, register page, or speak page?

APAC and Middle East private-wealth routing


Backfill the Hubbis roster with named speakers, sponsor tiers, and event-specific access routes so outreach can target the right forum rather than the brand in general.

The local corpus already knows Hubbis has registration, sponsorship, and speaking paths, but not enough normalized roster data to automate routing cleanly.

Is the real outreach route through speaker application, event sponsorship, or direct registration on Hubbis?


Extract delegate_registration, sponsor_prospectus, speaker_page, attendee_qualification, event_date, and allocator_theme so family-office outreach can use the exact forum gate.

Campden is already represented as a qualified family-office forum, but the event-level metadata needed for pitch routing remains thin.

Which Campden page best exposes the current speaker list and qualification rules?


Normalize Campden speaker and sponsor rosters across forum pages, report pages, and event PDFs so the corpus can distinguish a live forum from generic family-office coverage.

Campden has the right audience and qualification framing, but the event graphs still need more person and sponsor depth.

Do Campden event pages expose enough sponsor and speaker detail to build a reliable outreach list without the PDF?


Extract member_firm, event_name, speaker_name, sponsor_name, audience_type, and newsletter or webinar links so the member network becomes searchable as a true outreach graph.

Family Wealth Alliance is present as a reusable education and sponsor surface, but the member-firm and event-person graph is still thin.

Which Family Wealth Alliance surface is most usable for outreach: the member portal, event calendar, or webinar archive?


Normalize member_firm, event_name, speaker_name, sponsor_name, audience_type, and webinar links so the network becomes a searchable outreach graph.

The corpus says the member-firm and event graph is thin, so the next lift is extraction rather than discovery.

member_firm, event_name, speaker_name, sponsor_name, audience_type, newsletter_link, webinar_link

Which Family Wealth Alliance pages already expose speakers, sponsors, and webinar replay links?


Extract current-year speaker_roster, sponsor_names, meeting-booking path, registration_url, exhibitor_list, and allocator segments so the cap-intro workflow is queryable.

The local corpus already has strong speaker evidence for iConnections, but the sponsor and registration metadata is not yet normalized for current-year outreach.

Does iConnections prioritize meeting-booking, sponsorship, or registration data for the current Global Alts cycle?


Upgrade SALT with sponsor, registration, and current-cycle speaker fields so the corpus can route hedge-fund outreach to the live conference rather than to founder-only references.

The corpus already knows SALT exists and has speaker examples, but the sponsor and registration layers remain thin.

Which SALT surface is most actionable for outreach: the conference agenda, the sponsor list, or the registration path?


Backfill current speaker, sponsor, registration, and emerging-manager fields so Sohn becomes a routable allocator surface rather than just a founder relationship node.

The local corpus has founder/context references for Sohn but no normalized event page or roster data.

Does Sohn expose a current speaker roster and sponsor list, or only historical references and founder context?


Locate a Hedgeweek event, awards, or summit page and then extract speaker, sponsor, and registration metadata for hedge-fund outreach.

No local docs/data hit currently proves a Hedgeweek event surface, so the corpus should not treat it as a live outreach node yet.

Is Hedgeweek in this use case an event organizer, an awards brand, or only a media property?


Find the GAIM event calendar or summit page and extract speaker, sponsor, and registration details before treating it as a routable alternatives-event family.

No local docs/data hit currently proves a GAIM event surface, so the corpus should keep it as a source-upgrade target.

Which GAIM page is the real routable surface: the conference homepage, a specific summit, or a sponsor directory?


Confirm whether Context365 is an event brand, media brand, or something else, then extract any speaker, sponsor, or registration metadata that exists.

No local docs/data hit currently ties Context365 to a routable event, so it remains a verification target rather than a true outreach node.

What is Context365 in this workflow: an event organizer, a publication, or a data provider?


Package a consultant-ready manager brief that maps directly to NEPC alternatives, manager-research, and OCIO workflows.

NEPC consultant page with manager-search language, committee names, and dated alternatives examples

Head of Investment Manager Research or CIO -> alternatives team -> consultant database packet

Consultant-led diligence can decide which managers enter the allocator search set before any public RFP appears.

Does NEPC shortlist managers before a public RFP, or only after a consultant search brief?


Prepare a Callan-facing packet that is easy to route through an RFP watchlist and consultant database review.

Callan alternatives and RFP watch page with named people, search examples, and deadline cues

Alternatives consulting lead -> RFP network -> manager evaluation team

Callan is useful when manager visibility is tied to the search window and the consultant workflow, not just firm marketing.

Which Callan surface is the real manager-search entry point: consulting page, RFP network, or renewal notice?

alternatives consulting / RFP gatekeeper


Package Mercer materials around alternatives sourcing, portfolio construction, and client segment fit rather than generic brand messaging.

Mercer alternatives and OCIO answer pack with research people, screening language, and portfolio-construction framing

Global Head of Alternatives or Global Chief Investment Strategist -> alternatives research -> manager database

The local queue treats Mercer as thin on public search mechanics, so named contacts and research workflow fields matter most.

Does Mercer expose a public alternatives or OCIO search page, or is the real route only via named people and private outreach?


Build a Cambridge packet around manager visibility, research cadence, and allocator fit for hedge fund screening.

Cambridge Associates hedge-fund advisor page with manager-count proof and annual meeting cadence

Global Investing leader -> global investment research -> hedge fund manager meeting packet

Cambridge's manager-meeting cadence is itself a gatekeeping signal, so packet clarity matters more than broad brand language.

Which Cambridge surface actually controls manager visibility: public hedge-fund research, the research team, or client-only intake?


Package the manager brief as a screening-ready data-room packet with ODD and risk fields already normalized.

Aksia MAX manager portal packet with DDQ/ODD, data-room index, and risk reporting appendix

Co-Head Hedge Funds or Co-Head ODD -> manager portal/MAX -> data-room packet

Aksia should surface as hedge-fund screening plus ODD, not generic institutional consulting.

Which Aksia surface is operative for manager intake: MAX, manager portal, or the client retrieval layer?

hedge fund screening / ODD / private credit advisory


Write the packet as an implementation and research fit note, not as a generic consultant intro.

Albourne hedge-fund research stack with QDD/CPC and regional research packaging

CEO or Head of QDD -> regional portfolio analyst or implementation lead -> manager database packet

Albourne works best when the content is split into research, QDD, regional coverage, and implementation surfaces.

Which Albourne surface is the actual gatekeeper for hedge-fund manager review: QDD, CPC, or regional research?


Prepare a Wilshire packet that separates alternatives managed accounts from governance and risk oversight.

Wilshire alternatives and OCIO page with risk oversight split from alternatives managed accounts

CIO or alternatives managed accounts lead -> consultant workflow -> OCIO and alternatives packet

Wilshire should not be collapsed into a generic consultant node because the alternatives workflow and risk workflow are separate.

Does Wilshire expose a distinct alternatives workflow, or only a general consultant and OCIO front door?

investment consulting / OCIO / alternative assets


Lead with ownership clarity, then route to an OCIO and institutional-consulting packet that separates advisory economics from product economics.

Cerity/Verus institutional consulting page with ownership/conflict disclosure and adviser-ready one-pager

Jeffrey MacLean or institutional consulting lead -> Cerity/Verus route -> advisor-ready packet

Verus/Cerity needs explicit ownership language and a separate institutional-consulting node.

Is Verus functioning as a live institutional consulting channel or mostly a legacy merger label?

institutional consulting / OCIO / ownership-sensitive route

Cerity Partners Institutional Consulting / Verus Investments


Package the pitch as an implementation-oriented fiduciary brief with short diligence loops and low friction for an OCIO team.

CAPTRUST OCIO intake page with fiduciary screen and implementation-oriented RFP packet

CEO or OCIO intake -> fiduciary research -> consultant screen

Large OCIO and fiduciary advisers are hidden gatekeepers for outsourced capital and need fast, operationally clear packets.

Does CAPTRUST screen managers directly, or only refer them through a broader adviser process?


Extract the proposal and manager-opportunity fields into a manager-ready submission packet for systematic public strategies.

Proposal portals only help when they expose the actual intake packet rather than a generic contact form.

Full proposal packet plus qualification checklist and contact path for public manager intake.

Does the portal accept live submissions from new managers, or is it informational only?


Extract committee-level agenda items, presenters, motions, and closed-session references into a named-people packet.

The board archive is most useful when it exposes agenda items that map to manager review or replacement.

Which agenda items map to manager review or replacement rather than routine governance?

board / investment committee agenda review


Extract the July board-book items into a meeting digest that exposes approvals, commitments, and manager-change evidence.

Board books are the best source when committee motions or approvals move manager decisions.

Do the materials include an approval or a manager change, or only a presentation deck?

committee approval / manager-change review

Teacher Retirement System of Texas (TRS) board materials


Turn the program page into a packet that shows eligibility, capacity, and the graduation path into allocation.

Emerging-manager programs matter when graduation criteria map to a real allocation path.

Does graduation still map to a live allocation path or only to general program status?

emerging-manager allocation and graduation


Normalize the monthly disclosure into a hire/termination tape with placement-agent and amount fields.

Monthly disclosures are valuable when the transaction fields reveal manager moves before summaries do.

Which rows are true hires or terminations versus routine position changes?


Extract board materials and procurement fields so the packet shows consultant independence, vendor renewal, and any replacement cues.

CTPF board materials and procurement pages matter when they expose agenda items, approvals, and a live consultant-independence issue.

Meeting date, committee, trustee, agenda item, action item, attachment title, manager or consultant, procurement type, deadline, contact, vendor category, award status, renewal date, and document URL.

Does the listing show active procurement or just a vendor directory?

consultant independence / vendor renewal

Chicago Teachers' Pension Fund board and procurement


Extract trustee agenda items, approvals, mandate language, policy changes, and the new-manager fields into separate packet rows.

Trustee packets can reveal policy shifts, manager approvals, and mandate changes before manager databases reflect them.

Agenda items, policy changes, mandate language, approval status, staff and trustee names, plus onboarding tape fields.

Which agenda items map to manager approval versus routine governance?

Florida SBA trustee and onboarding surfaces


Extract notification rules, vendor categories, submission method, and contact fields from the future-solicitation intake path.

A standing future-solicitation form can create pre-RFP visibility if it actually sends targeted vendor notices.

Notification-rule capture, vendor category map, submission method, contact fields.

Does the form notify vendors automatically, or is it just a passive interest list?


Use the board archive as the primary change detector for allocation, manager, and governance moves.

Endowment-system board archives are often the primary change detector for allocation and manager actions.

Agenda, board-book sections, allocation items, manager items, approval notes, audio index.

Which sections show actual allocation or manager actions rather than background reporting?


Extract agenda, motion, vote, attendee, attachment index, manager hits, and consultant hits, while preserving the negative RFP page as a monitor.

Recurring committee agenda archives can surface review and replacement cues before a formal search appears.

Agenda, motion, vote, attendee, attachment index, manager and consultant hits, plus open-cycle status.

Which agenda items map to manager review or replacement rather than admin matters?


Keep HMC as partner-intake evidence until an annual report or board record proves hedge-fund allocation and active manager selection.

Official intake pages prove pitch routing, not allocation intent.

Annual report or board record proving hedge-fund allocation and active manager selection.

Is the partner route used for hedge-fund managers or only broad manager sourcing?

hedge-fund allocation / partner intake verification

Harvard University Endowment / HMC separation


Use the official NZ Super Fund site as the primary evidence base, then route systematic/liquid-alts materials around external mandates, governance, responsible-investment constraints, and public-markets ownership.

Jo Townsend
Brad Dunstan
Will Goodwin
Michael Mitchell
Charles Hyde
Paula Steed
Cristina Billett

The external-mandates thesis is stronger when tied to official NZ Super governance and annual-report surfaces rather than only recovered local notes.

Official governance/annual-report surface plus the exact manager-intake path if one is exposed.

Ask an NZ Super or Australasian allocator SME whether external mandates enter through direct staff relationships, procurement, or consultant-mediated RFPs.

external mandates / systematic liquid alternatives

New Zealand Superannuation Fund official manager context


Use GPIF's alternative-assets manager-registration page as the live intake surface and prepare a database-ready packet with track record, quantitative risk metrics, ESG alignment, liquidity terms, and operational controls.

UCHIDA Kazuto
OKINA Yuri
YOSHIZAWA Yusuke

The direct GPIF registration surface is a standing pre-RFP gate for manager discovery.

Track record, risk metrics, ESG alignment, liquidity terms, operational controls, and qualification summary.

Ask a Japan public-pension SME whether alternative-asset registration is the correct first-touch surface before formal RFP issuance.

equities, bonds, and alternative-assets intake


Use PIF Managers Gate as the public external-manager registration path and prepare a mandate-specific packet with monthly quantitative data, implementation capacity, operational controls, and Saudi/MENA relevance.

PIF exposes a named manager portal for external managers, so relationship-led outreach should be paired with portal-ready registration assets.

Monthly quantitative data, implementation capacity, operational controls, and regional relevance.

Ask a Gulf SWF distribution SME whether Managers Gate submission is treated as registration, pre-RFP database intake, or both?

MENA External Managers Program / external manager registration


Submit through the CalPERS secure online portal and prepare for triage outcomes: declined, accepted for additional due diligence, or referred to an emerging-manager adviser.

A standing portal turns CalPERS into a live intake surface even outside a formal RFP cycle.

Portal-ready proposal, strategy summary, track record, implementation fit, fees, liquidity, risk controls, references, and referral path.

Does the secure portal route directly to asset-class staff, a central triage queue, or an emerging-manager adviser first?

The secure portal is a direct, official intake route for systematic public strategies and can shorten the path from outreach to diligence.

direct investment proposal portal / liquid quant pitch intake

CalPERS Investment Proposal Submission official portal


Refresh Nasdaq eVestment strategy and contact records if qualification thresholds are met; otherwise use direct CalPERS proposal submission as the fallback route.

CalPERS uses eVestment for qualified public-market manager search and explicitly falls back to direct proposal submission below thresholds.

eVestment profile with complete strategy/contact fields, GIPS-compliant performance composite, AUM thresholds, registration status, and fallback packet.

For quant public strategies, does CalPERS prefer eVestment discovery first or direct proposal submission when a strategy misses AUM thresholds?

This page defines the qualification screen and the data fields that make a public-strategy pitch discoverable and eligible.

global public equity and fixed-income manager registration

CalPERS Public Investment Manager Opportunities official eVestment path


Normalize the March 2026 report into a transaction tape with asset class, manager, transaction type, amount, placement-agent status, and close date.

The report proves both positive commitments and negative/no-activity observations; it also exposes a fixed-income liquidation and placement-agent absence statements.

Extract each manager row, asset class, amount, relationship status, placement-agent statement, closing date, hire/termination/liquidation marker, and no-activity rows.

Which NYSCRF monthly-report rows are true manager openings/replacements versus routine capital calls or follow-on commitments?

manager hire/termination tape and OARS commitment extraction

NYSCRF March 2026 Monthly Transaction Report


Fetch and normalize the 2026 Q1 New Managers Report into manager, mandate, asset class, selection date, allocation, and consultant fields.

Florida SBA exposes current-year quarterly new-manager reports, making fresh manager onboarding observable rather than inferred.

Download the 2026 Q1 report and extract manager, mandate, asset class, commitment/allocation, consultant, selection date, and report URL.

Do Florida SBA new-manager reports reflect fresh allocations, manager replacements, or only reporting formalities?

Florida SBA 2026 Q1 New Managers Report official link


Submit a vendor-interest record with the closest service-interest category and a comments field that names investment-manager, liquid-alts, or quant strategy relevance.

The official form is not a live manager RFP, but it can create pre-RFP visibility when SBA attempts to notify firms about matching solicitations.

Contact fields, service-interest category, comments text, investment-manager relevance, and follow-up cadence.

Does the future-solicitation form notify investment-management opportunities or mostly operational/professional-services categories?

Florida SBA Future Solicitations Request official form


Use the posted June 18, 2026 agenda as the anchor, then extract agenda/book/audio rows from the UTIMCO archive for allocation items, manager items, approvals, and governance changes.

UTIMCO exposes a current posted board agenda plus historical agenda/minutes/book/audio fields, turning the archive into a packet-level extraction target.

June 18 agenda URL, board book URL, audio URL if available, book sections, allocation items, manager items, approvals, and board member/person mentions.

Which UTIMCO archive fields are actually posted for June 18, 2026: agenda only, agenda plus book, or full agenda/book/audio?

board archive / allocation and manager-change detector

UTIMCO June 18 2026 Board Agenda official link


Keep KCERA as a monitored negative RFP surface and pair it with board agenda extraction for manager-review cues before any formal RFP appears.

A negative official RFP page is still useful when paired with recurring board and investment committee agenda monitoring.

Recheck open-RFP status, capture page text/date, and cross-reference board agendas for investment committee review items.

Does KCERA announce investment-manager searches on the RFP page first, or through board/investment committee agenda packets?

KCERA Request for Proposals official negative monitor


Register for Hong Kong and Singapore Alternatives Selection Nexus routes; prepare advisor-ready quant one-pager, platform-ready follow-up packet, and sponsor/speaker inquiry before the July event window.

The official APB calendar confirms exact dates, cities, registration links, and business-matching positioning for asset managers, private banks, and IAMs.

Event brief, register link, sponsorship/speaking contact, asset-manager one-pager, fund-selector FAQ, post-meeting follow-up packet.

Does APB route manager access through registration, sponsorship, speaking, or one-to-one business matching?

APAC private-bank alternatives business matching


Target APB Summit 2026 as a CIO/fund-selector private-wealth route; prepare speaker/sponsor inquiry and AEO/GEO page for quant as a liquid alternatives sleeve.

The official APB page describes APB Summit 2026 as a flagship event for 800+ influential private-wealth participants including fund selectors, investment advisors, CEOs, CIOs, market heads, and relationship managers.

Summit event brief, register link, sponsor/speaker inquiry, CIO/fund-selector one-pager, advisor FAQ, platform-compatible diligence packet.

Which APB Summit route is strongest for manager discovery: sponsor package, speaker slot, or direct event registration?

APAC private-wealth CIO and fund-selector access


Use the Hong Kong Campden forum as a near-term family-office route; package quant hedge fund as a capacity-aware, liquid, diversifying allocation option.

Official Campden page lists the event and says its family-office/family-wealth events bring together core decision makers and strict qualification gates.

Qualification form, registration path, Hong Kong event brief, family-office CIO one-pager, liquidity/fee explainer, QR factsheet.

Does Campden qualification allow manager/provider participation, or is sponsor/partner access required for direct family-office visibility?

Hong Kong family-office investment access

Campden 16th Asia-Pacific Family Office and Investment Forum


Prepare Singapore family-office outreach around responsible capital, frontier innovation, liquidity, and portfolio resilience, using the Campden qualification and registration path.

Official Campden page says the forum convenes Asia's leading family offices and investors under a family-office investment future theme.

Singapore event brief, qualification form, registration path, impact/innovation-aligned quant one-pager, family-office diligence FAQ.

Which Singapore forum route creates direct CIO/family principal visibility: qualification, registration, sponsorship, or speaker participation?

Singapore family-office innovation and impact access

Campden 17th Asia-Pacific Family Office Impact and Innovation Forum


Use the Abu Dhabi congress as a Middle East family-office route; prepare a family capital, liquidity, and frontier-technology risk-control packet.

Official Campden page lists the Abu Dhabi congress and frames it around family capital, transformation, and family-office owners.

Abu Dhabi event brief, registration path, family-owner one-pager, MENA relevance, liquidity/fee terms, sponsor/speaker route.

Is Campden Abu Dhabi best approached through sponsor access, speaker route, or qualification-based attendance?

Abu Dhabi global family-owner and family-office access

Campden Global Owners and Family Office Congress 2026


Add the Palm Beach forum to the family-office outreach calendar with a North America family-office packet and a sponsor/speaker qualification check.

Official Campden page lists the Palm Beach 2026 event and its broader family-office audience criteria show access to family principals, SFOs, MFOs, and UHNWI.

Palm Beach event brief, registration path, family-office CIO one-pager, sponsor/speaker route, QR factsheet, post-event follow-up packet.

Does the Palm Beach forum expose sponsor and speaker rosters publicly, or require partner access?

Campden 21st North American Family Office Forum


Extract the proposal and manager-opportunity fields into a manager-ready submission packet for systematic public strategies.

docs/quant-board-packet-extraction-queue.md rows 1-2: CalPERS Investment Proposal Submission and Public Investment Manager Opportunities

data/recovered_loop_tick63_board_packet_named_people.json: subject_name=CalPERS intake surfaces

data/recovered_loop_tick63_board_packet_named_people.json: named_people=[Anton Orlich, Derek Walker]

Proposal portals only help when they expose the actual intake packet rather than a generic contact form.

Full proposal packet plus qualification checklist and contact path for public manager intake.

Does the portal accept live submissions from new managers, or is it informational only?

proposal intake and manager qualification


Pull the board archive into a meeting digest that exposes committee-level agenda items, presenters, motions, and closed-session references.

docs/quant-board-packet-extraction-queue.md row 7: CalPERS Board Meetings

data/recovered_loop_tick63_board_packet_named_people.json: subject_name=CalPERS Board Meetings

The board archive is most useful when it exposes agenda items that map to manager review or replacement.

Meeting date, committee, agenda item, presenter, board member, motion or vote, closed-session reference, attachment index, and document URL.

Which agenda items map to manager review or replacement rather than routine governance?

board and investment committee agenda review


Extract the July board-book items into a packet that exposes approvals, commitments, speaker names, and manager-change evidence.

docs/quant-board-packet-extraction-queue.md row 5: TRS Texas Board Meeting Materials

data/recovered_loop_tick63_board_packet_named_people.json: subject_name=Teacher Retirement System of Texas (TRS) board materials

Board books are the best source when committee motions or approvals move manager decisions.

Board date, agenda item, approval, vote, speaker, committee, manager change, attachment list, and document URL.

Do the materials include an approval or a manager change, or only a presentation deck?

committee approval and manager-change review


Split trustee packets from onboarding tape and extract enough staff/trustee evidence to identify the real approval path.

docs/quant-board-packet-extraction-queue.md rows 10-11: Florida SBA Trustee Meeting Materials and Florida SBA New Manager Reports

data/recovered_loop_tick63_board_packet_named_people.json: subject_name=Florida SBA trustee and onboarding surfaces

Trustee packets can reveal policy shifts, manager approvals, and mandate changes before manager databases reflect them.

Agenda items, policy changes, mandate language, approval status, staff and trustee names, plus onboarding tape fields.

Which agenda items map to manager approval versus routine governance?


Keep UTIMCO as a packet target until the board archive exposes named staff or meeting-level attachments rather than only a generic resource hub.

docs/quant-board-packet-extraction-queue.md row 12: UTIMCO Meeting Resources

data/recovered_loop_tick63_board_packet_named_people.json: subject_name=UTIMCO Meeting Resources

Endowment-system board archives are most useful when they expose attachment-level details and named actors.

Agenda, board-book sections, allocation items, manager items, approval notes, audio index, and named staff or board contacts.

Which sections show actual allocation or manager actions rather than background reporting?


Extract agenda, motion, vote, attendee, attachment index, manager hits, and consultant hits, while preserving the negative RFP page as a monitor.

docs/quant-board-packet-extraction-queue.md rows 13 and 18: KCERA Board Agendas and Minutes and KCERA RFP Page

data/recovered_loop_tick63_board_packet_named_people.json: subject_name=KCERA board and RFP monitor

Recurring committee agenda archives can surface review and replacement cues before a formal search appears.

Agenda, motion, vote, attendee, attachment index, manager and consultant hits, plus open-cycle status and named staff.

Which agenda items map to manager review or replacement rather than admin matters?