{"amount": "23% increased exposure intent", "attrs": {"source_path": "data/recovered_loop_tick13_allocation_signals.json"}, "confidence": 0.8, "created_at": "2026-06-19 03:57:51", "deadline": null, "id": "strategy-demand-goldman-sachs-prime-services-allocator-survey-quantitative-hedge-funds-2026-02-active", "next_review": null, "signal_date": "2026-02", "signal_type": "strategy_demand", "status": "active", "strategy": "quantitative hedge funds", "subject_id": "goldman-sachs-prime-services-allocator-survey", "subject_name": "Goldman Sachs Prime Services allocator survey", "subject_type": "market", "updated_at": "2026-06-20 19:44:45"}
{"amount": "21% increased exposure intent", "attrs": {"source_path": "data/recovered_loop_tick13_allocation_signals.json"}, "confidence": 0.75, "created_at": "2026-06-19 03:57:51", "deadline": null, "id": "strategy-demand-goldman-sachs-prime-services-allocator-survey-discretionary-macro-hedge-funds-2026-02-active", "next_review": null, "signal_date": "2026-02", "signal_type": "strategy_demand", "status": "active", "strategy": "discretionary macro hedge funds", "subject_id": "goldman-sachs-prime-services-allocator-survey", "subject_name": "Goldman Sachs Prime Services allocator survey", "subject_type": "market", "updated_at": "2026-06-20 19:44:45"}
{"amount": "", "attrs": {"action": "Build segmented pitch lists for E&F and family-office allocators; message away from long/short equity toward absolute-return and quant consistency.", "source_path": "https://www.marketwatch.com/story/top-investors-for-the-first-time-say-theyre-putting-more-of-their-money-into-quant-funds-than-any-other-type-of-hedge-fund-f87c324b"}, "confidence": 0.8, "created_at": "2026-06-19 03:57:51", "deadline": null, "id": "strategy-demand-endowments-foundations-and-family-offices-quantitative-hedge-funds-2026-01-active", "next_review": null, "signal_date": "2026-01", "signal_type": "strategy_demand", "status": "active", "strategy": "quantitative hedge funds", "subject_id": "endowments-foundations-and-family-offices", "subject_name": "Endowments, foundations, and family offices", "subject_type": "lp", "updated_at": "2026-06-19 04:03:14"}
{"amount": "$250M backing from CPPIB", "attrs": {"source_path": "https://www.businessinsider.com/taproot-management-hedge-fund-performance-2026-3"}, "confidence": 0.7, "created_at": "2026-06-19 03:57:51", "deadline": null, "id": "capital-raise-taproot-management-alpha-capture-multi-strategy-replication-2026-03-closed", "next_review": null, "signal_date": "2026-03", "signal_type": "capital_raise", "status": "closed", "strategy": "alpha capture / multi-strategy replication", "subject_id": "taproot-management", "subject_name": "Taproot Management", "subject_type": "fund", "updated_at": "2026-06-19 03:57:51"}
{"amount": "", "attrs": {"action": "Monitor CPPIB and similar SMA/seed allocators for replacement or follow-on demand if Taproot underperformance persists; pitch differentiated alpha capture controls and founder/team stability.", "source_path": "https://www.businessinsider.com/taproot-management-hedge-fund-performance-2026-3"}, "confidence": 0.7, "created_at": "2026-06-19 03:57:51", "deadline": null, "id": "watchlist-taproot-management-alpha-capture-multi-strategy-replication-2026-03-monitor", "next_review": null, "signal_date": "2026-03", "signal_type": "watchlist", "status": "monitor", "strategy": "alpha capture / multi-strategy replication", "subject_id": "taproot-management", "subject_name": "Taproot Management", "subject_type": "fund", "updated_at": "2026-06-19 04:03:14"}
{"amount": "", "attrs": {"action": "Treat Goldman cap-intro as a launch-channel influencer; prepare SMA-specific one-pager and allocator qualification criteria.", "source_path": "https://www.businessinsider.com/hedge-fund-launches-goldman-sachs-exec-sma-2025-8"}, "confidence": 0.75, "created_at": "2026-06-19 03:57:51", "deadline": null, "id": "gatekeeper-channel-goldman-sachs-capital-introduction-sma-backed-emerging-manager-launches-2025-08-active", "next_review": null, "signal_date": "2025-08", "signal_type": "gatekeeper_channel", "status": "active", "strategy": "SMA-backed emerging manager launches", "subject_id": "goldman-sachs-capital-introduction", "subject_name": "Goldman Sachs Capital Introduction", "subject_type": "vendor", "updated_at": "2026-06-19 04:03:14"}
{"amount": "", "attrs": {"source_path": "https://www.fnlondon.com/articles/socgen-enters-cash-prime-brokerage-in-hedge-fund-push-4e21974e"}, "confidence": 0.8, "created_at": "2026-06-19 03:57:51", "deadline": null, "id": "gatekeeper-channel-societe-generale-prime-brokerage-hedge-fund-financing-prime-brokerage-2026-06-12-active", "next_review": null, "signal_date": "2026-06-12", "signal_type": "gatekeeper_channel", "status": "active", "strategy": "hedge fund financing / prime brokerage", "subject_id": "societe-generale-prime-brokerage", "subject_name": "Societe Generale Prime Brokerage", "subject_type": "vendor", "updated_at": "2026-06-19 03:57:51"}
{"amount": "", "attrs": {"source_path": "https://www.fnlondon.com/articles/socgen-enters-cash-prime-brokerage-in-hedge-fund-push-4e21974e"}, "confidence": 0.7, "created_at": "2026-06-19 03:57:51", "deadline": null, "id": "gatekeeper-channel-bnp-paribas-prime-brokerage-hedge-fund-financing-prime-brokerage-2026-06-12-active", "next_review": null, "signal_date": "2026-06-12", "signal_type": "gatekeeper_channel", "status": "active", "strategy": "hedge fund financing / prime brokerage", "subject_id": "bnp-paribas-prime-brokerage", "subject_name": "BNP Paribas Prime Brokerage", "subject_type": "vendor", "updated_at": "2026-06-19 03:57:51"}
{"amount": "", "attrs": {"source_path": "https://www.fnlondon.com/articles/socgen-enters-cash-prime-brokerage-in-hedge-fund-push-4e21974e"}, "confidence": 0.65, "created_at": "2026-06-19 03:57:51", "deadline": null, "id": "gatekeeper-channel-ubs-prime-brokerage-hedge-fund-financing-prime-brokerage-2026-06-12-active", "next_review": null, "signal_date": "2026-06-12", "signal_type": "gatekeeper_channel", "status": "active", "strategy": "hedge fund financing / prime brokerage", "subject_id": "ubs-prime-brokerage", "subject_name": "UBS Prime Brokerage", "subject_type": "vendor", "updated_at": "2026-06-19 03:57:51"}
{"amount": "", "attrs": {"source_path": "https://www.fnlondon.com/articles/socgen-enters-cash-prime-brokerage-in-hedge-fund-push-4e21974e"}, "confidence": 0.75, "created_at": "2026-06-19 03:57:51", "deadline": null, "id": "strategy-demand-prime-brokerage-market-multi-strategy-hedge-funds-2026-06-12-active", "next_review": null, "signal_date": "2026-06-12", "signal_type": "strategy_demand", "status": "active", "strategy": "multi-strategy hedge funds", "subject_id": "prime-brokerage-market", "subject_name": "Prime brokerage market", "subject_type": "market", "updated_at": "2026-06-19 03:57:51"}
{"amount": "", "attrs": {"action": "Use QIS adoption as wedge messaging: allocators already accept systematic rules-based exposure, but may need differentiated alpha, capacity, risk controls, and non-bank implementation.", "source_path": "https://www.wsj.com/finance/investing/wall-street-brings-sophisticated-quant-trading-to-the-masses-235560c7"}, "confidence": 0.75, "created_at": "2026-06-19 04:03:14", "deadline": null, "id": "strategy-demand-quantitative-investment-strategies-market-qis-systematic-trading-2026-04-21-active", "next_review": null, "signal_date": "2026-04-21", "signal_type": "strategy_demand", "status": "active", "strategy": "QIS / systematic trading", "subject_id": "quantitative-investment-strategies-market", "subject_name": "Quantitative investment strategies market", "subject_type": "market", "updated_at": "2026-06-19 04:03:14"}
{"amount": "3% of $2.1B portfolio shifted to Goldman Sachs QIS", "attrs": {"action": "Monitor for follow-on systematic allocations and benchmark against bank QIS; potential pitch angle is independent quant hedge fund implementation versus bank-packaged QIS.", "source_path": "https://www.wsj.com/finance/investing/wall-street-brings-sophisticated-quant-trading-to-the-masses-235560c7"}, "confidence": 0.7, "created_at": "2026-06-19 04:03:14", "deadline": null, "id": "pitch-target-murdock-trust-qis-systematic-trading-2026-04-21-monitor", "next_review": null, "signal_date": "2026-04-21", "signal_type": "pitch_target", "status": "monitor", "strategy": "QIS / systematic trading", "subject_id": "murdock-trust", "subject_name": "Murdock Trust", "subject_type": "foundation", "updated_at": "2026-06-19 04:03:14"}
{"amount": "", "attrs": {"action": "Offer an SMA-compatible pitch path with transparency, custom risk limits, liquidity terms, and reporting; prepare responses on exclusivity and shadow-alpha protection.", "source_path": "https://www.fnlondon.com/articles/new-hedge-funds-target-individual-investors-as-75-line-up-separate-accounts-963135aa"}, "confidence": 0.8, "created_at": "2026-06-19 04:03:14", "deadline": null, "id": "gatekeeper-channel-sma-allocators-sma-backed-hedge-fund-launches-2026-04-22-active", "next_review": null, "signal_date": "2026-04-22", "signal_type": "gatekeeper_channel", "status": "active", "strategy": "SMA-backed hedge fund launches", "subject_id": "sma-allocators", "subject_name": "SMA allocators", "subject_type": "lp", "updated_at": "2026-06-19 04:03:14"}
{"amount": "", "attrs": {"action": "Create source-backed answer pages for allocator questions: why quant now, capacity, drawdown control, explainability, data lineage, fees, SMA terms, operational risk, and comparison versus bank QIS.", "chatbot_surfaces": ["ChatGPT", "Gemini", "Claude", "Perplexity", "Google AI Overviews"], "source_path": "https://www.axios.com/2026/02/05/institutional-investors-ai-investment-research-brunswick"}, "confidence": 0.75, "created_at": "2026-06-19 04:03:14", "deadline": null, "id": "decision-tool-usage-institutional-investors-ai-assisted-investment-research-2026-02-05-active", "next_review": null, "signal_date": "2026-02-05", "signal_type": "decision_tool_usage", "status": "active", "strategy": "AI-assisted investment research", "subject_id": "institutional-investors", "subject_name": "Institutional investors", "subject_type": "lp", "updated_at": "2026-06-19 04:03:14"}
{"amount": "", "attrs": {"action": "For quant gatekeepers, emphasize clean structured data, explainability, repeatability, and controlled research environment rather than generic AI claims.", "source_path": "https://www.businessinsider.com/quants-arent-using-ai-to-invest-bloomberg-survey-2026-1"}, "confidence": 0.7, "created_at": "2026-06-19 04:03:14", "deadline": null, "id": "decision-tool-usage-quantitative-analysts-at-asset-managers-generative-ai-research-workflow-2026-01-22-monitor", "next_review": null, "signal_date": "2026-01-22", "signal_type": "decision_tool_usage", "status": "monitor", "strategy": "generative AI research workflow", "subject_id": "quantitative-analysts-at-asset-managers", "subject_name": "Quantitative analysts at asset managers", "subject_type": "person", "updated_at": "2026-06-19 04:03:14"}
{"amount": "", "attrs": {"action": "Monitor ChatGPT answers for prompts like 'best quant hedge funds for endowments', 'SMA quant hedge fund managers', and 'quant hedge fund versus QIS'. Build pages that include concise claims, citations, risk caveats, and comparison tables.", "source_path": "https://www.techradar.com/pro/could-chatgpt-suffer-firefoxs-fate-the-risk-of-falling-behind-is-growing-exponentially-as-rival-ai-tools-gemini-and-claude-surge-while-copilot-stalls"}, "confidence": 0.65, "created_at": "2026-06-19 04:03:14", "deadline": null, "id": "answer-engine-channel-chatgpt-aeo-geo-for-allocator-research-2026-05-28-active", "next_review": null, "signal_date": "2026-05-28", "signal_type": "answer_engine_channel", "status": "active", "strategy": "AEO/GEO for allocator research", "subject_id": "chatgpt", "subject_name": "ChatGPT", "subject_type": "vendor", "updated_at": "2026-06-19 04:03:14"}
{"amount": "", "attrs": {"action": "Prioritize Google-indexable, structured, citation-rich content; monitor AI Overview inclusion for allocator-intent queries because source retrieval differs sharply from traditional search.", "source_path": "https://arxiv.org/abs/2604.27790"}, "confidence": 0.75, "created_at": "2026-06-19 04:03:14", "deadline": null, "id": "answer-engine-channel-google-gemini-and-ai-overviews-aeo-geo-for-allocator-research-2026-04-30-active", "next_review": null, "signal_date": "2026-04-30", "signal_type": "answer_engine_channel", "status": "active", "strategy": "AEO/GEO for allocator research", "subject_id": "google-gemini-and-ai-overviews", "subject_name": "Google Gemini and AI Overviews", "subject_type": "vendor", "updated_at": "2026-06-19 04:03:14"}
{"amount": "", "attrs": {"action": "Track citation visibility in Perplexity for source-seeking allocator queries; earn third-party mentions because citation engines tend to surface corroborating external sources.", "source_path": "https://arxiv.org/abs/2601.00912"}, "confidence": 0.65, "created_at": "2026-06-19 04:03:14", "deadline": null, "id": "answer-engine-channel-perplexity-aeo-geo-for-allocator-research-2026-01-active", "next_review": null, "signal_date": "2026-01", "signal_type": "answer_engine_channel", "status": "active", "strategy": "AEO/GEO for allocator research", "subject_id": "perplexity", "subject_name": "Perplexity", "subject_type": "vendor", "updated_at": "2026-06-19 04:03:14"}
{"amount": "", "attrs": {"action": "Monitor Claude as a workplace-research surface, especially for long-form diligence prompts and investment memo drafting; public finance decision-maker usage by platform remains indirect.", "source_path": "https://www.techradar.com/pro/could-chatgpt-suffer-firefoxs-fate-the-risk-of-falling-behind-is-growing-exponentially-as-rival-ai-tools-gemini-and-claude-surge-while-copilot-stalls"}, "confidence": 0.55, "created_at": "2026-06-19 04:03:14", "deadline": null, "id": "answer-engine-channel-claude-aeo-geo-for-allocator-research-2026-05-28-monitor", "next_review": null, "signal_date": "2026-05-28", "signal_type": "answer_engine_channel", "status": "monitor", "strategy": "AEO/GEO for allocator research", "subject_id": "claude", "subject_name": "Claude", "subject_type": "vendor", "updated_at": "2026-06-19 04:03:14"}
{"amount": "", "attrs": {"action": "Unify messaging across website, blog, media, YouTube/podcast transcripts, LinkedIn, and Reddit-like public discussions; inconsistent claims can be synthesized badly by AI search.", "source_path": "https://www.businessinsider.com/ai-search-strategies-hampered-by-corporate-silos-semrush-study-2026-5"}, "confidence": 0.7, "created_at": "2026-06-19 04:03:14", "deadline": null, "id": "content-risk-quant-hedge-fund-aeo-geo-program-ai-search-visibility-2026-06-03-active", "next_review": null, "signal_date": "2026-06-03", "signal_type": "content_risk", "status": "active", "strategy": "AI search visibility", "subject_id": "quant-hedge-fund-aeo-geo-program", "subject_name": "Quant hedge fund AEO/GEO program", "subject_type": "market", "updated_at": "2026-06-19 04:03:14"}
{"amount": "", "attrs": {"action": "Monitor negative/incorrect AI answer sentiment monthly across Google AI Overviews and ChatGPT; create rebuttal pages for fees, black-box risk, crowding, capacity, drawdowns, and backtest overfitting.", "source_path": "https://www.businessinsider.com/google-ai-overviews-more-negative-brands-than-chatgpt-brightedge-report-2026-3"}, "confidence": 0.65, "created_at": "2026-06-19 04:03:14", "deadline": null, "id": "content-risk-quant-hedge-fund-aeo-geo-program-ai-brand-sentiment-2026-03-11-active", "next_review": null, "signal_date": "2026-03-11", "signal_type": "content_risk", "status": "active", "strategy": "AI brand sentiment", "subject_id": "quant-hedge-fund-aeo-geo-program", "subject_name": "Quant hedge fund AEO/GEO program", "subject_type": "market", "updated_at": "2026-06-19 04:03:14"}
{"amount": "", "attrs": {"pattern": "large public pension exits hedge funds when complexity, costs, scale fit, and governance burden outweigh perceived diversifying value", "sme_verify": "Ask SME whether this decision still influences public pension aversion to hedge funds, and whether newer quant/QIS structures avoid the same objections.", "source_path": "https://en.wikipedia.org/wiki/CalPERS"}, "confidence": 0.8, "created_at": "2026-06-19 09:36:04", "deadline": null, "id": "historical-motion-calpers-hedge-funds-absolute-return-2014-09-historical", "next_review": null, "signal_date": "2014-09", "signal_type": "historical_motion", "status": "historical", "strategy": "hedge funds / absolute return", "subject_id": "calpers", "subject_name": "CalPERS", "subject_type": "allocator", "updated_at": "2026-06-19 09:36:04"}
{"amount": "", "attrs": {"pattern": "allocator terminates crisis-alpha hedge because it believes cheaper/better alternatives exist, even shortly before/around a major stress event", "sme_verify": "Ask SME whether tail-risk termination decisions are driven more by premium bleed, governance optics, implementation cost, or consultant model assumptions.", "source_path": "https://en.wikipedia.org/wiki/Universa_Investments"}, "confidence": 0.75, "created_at": "2026-06-19 09:36:04", "deadline": null, "id": "manager-termination-calpers-tail-risk-hedging-crisis-alpha-2020-historical", "next_review": null, "signal_date": "2020", "signal_type": "manager_termination", "status": "historical", "strategy": "tail-risk hedging / crisis alpha", "subject_id": "calpers", "subject_name": "CalPERS", "subject_type": "allocator", "updated_at": "2026-06-19 09:36:04"}
{"amount": "", "attrs": {"pattern": "lockup change plus drawdown creates investor dissatisfaction but not immediate redemption path; useful for identifying allocators trapped in underperforming liquidity terms", "sme_verify": "Ask SME how allocators treat funds that gate or extend lockups before drawdowns, and what pitch materials replacement managers need when liquidity is constrained.", "source_path": "https://www.wsj.com/finance/investing/hedge-fund-goes-on-losing-streak-after-locking-in-investors-5544238c"}, "confidence": 0.75, "created_at": "2026-06-19 09:36:04", "deadline": null, "id": "watchlist-armistice-capital-biotech-long-short-equity-2025-05-05-historical", "next_review": null, "signal_date": "2025-05-05", "signal_type": "watchlist", "status": "historical", "strategy": "biotech long/short equity", "subject_id": "armistice-capital", "subject_name": "Armistice Capital", "subject_type": "fund", "updated_at": "2026-06-19 09:36:04"}
{"amount": "", "attrs": {"pattern": "leadership transition plus relative underperformance versus peer cohort can create allocator review pressure even for brand-name managers", "sme_verify": "Ask SME whether Tiger Cub peer-relative underperformance translates into actual reallocations, reduced tickets, or only watchlist pressure for large brands.", "source_path": "https://www.businessinsider.com/viking-global-performance-2025-trails-rivals-stock-market-2025-12"}, "confidence": 0.65, "created_at": "2026-06-19 09:36:04", "deadline": null, "id": "watchlist-viking-global-fundamental-long-short-equity-2025-12-historical", "next_review": null, "signal_date": "2025-12", "signal_type": "watchlist", "status": "historical", "strategy": "fundamental long/short equity", "subject_id": "viking-global", "subject_name": "Viking Global", "subject_type": "fund", "updated_at": "2026-06-19 09:36:04"}
{"amount": "", "attrs": {"pattern": "large multimanager platforms shift influential PMs from book-running to talent development, suggesting talent engine and platform capacity are allocatable diligence themes", "sme_verify": "Ask SME whether allocator diligence on multimanagers now weights talent development, PM churn, and pod capacity more than individual PM track record.", "source_path": "https://www.businessinsider.com/schonfeld-macro-investor-mitesh-parikh-stopped-managing-portfolio-talent-development-2025-3"}, "confidence": 0.7, "created_at": "2026-06-19 09:36:04", "deadline": null, "id": "historical-motion-schonfeld-strategic-advisors-macro-fixed-income-talent-platform-2025-03-27-historical", "next_review": null, "signal_date": "2025-03-27", "signal_type": "historical_motion", "status": "historical", "strategy": "macro / fixed income / talent platform", "subject_id": "schonfeld-strategic-advisors", "subject_name": "Schonfeld Strategic Advisors", "subject_type": "fund", "updated_at": "2026-06-19 09:36:04"}
{"amount": "", "attrs": {"pattern": "organizational restructuring at scaled hedge fund can happen during good performance and should be treated as platform-evolution signal, not only distress", "sme_verify": "Ask SME whether allocator reactions to hedge fund layoffs differ when performance is strong versus weak, and which operational diligence questions follow.", "source_path": "https://www.ctinsider.com/business/article/bridgewater-associates-job-cuts-hedge-funds-20020458.php"}, "confidence": 0.65, "created_at": "2026-06-19 09:36:04", "deadline": null, "id": "historical-motion-bridgewater-associates-macro-organizational-restructuring-2025-01-07-historical", "next_review": null, "signal_date": "2025-01-07", "signal_type": "historical_motion", "status": "historical", "strategy": "macro / organizational restructuring", "subject_id": "bridgewater-associates", "subject_name": "Bridgewater Associates", "subject_type": "fund", "updated_at": "2026-06-19 09:36:04"}
{"amount": "", "attrs": {"pattern": "public pension active-management controversy can create receptivity to transparent, benchmark-aware, lower-governance-burden quant structures", "sme_verify": "Ask SME whether active-management criticism at public pensions increases appetite for systematic strategies, passive-plus overlays, QIS, or transparent risk-premia products.", "source_path": "https://en.wikipedia.org/wiki/STRS_Ohio"}, "confidence": 0.65, "created_at": "2026-06-19 09:36:04", "deadline": null, "id": "historical-motion-strs-ohio-active-management-governance-2024-historical", "next_review": null, "signal_date": "2024", "signal_type": "historical_motion", "status": "historical", "strategy": "active management governance", "subject_id": "strs-ohio", "subject_name": "STRS Ohio", "subject_type": "allocator", "updated_at": "2026-06-19 09:36:04"}
{"amount": "", "attrs": {"pattern": "large drawdowns plus repeated losing years can rapidly shrink high-profile macro funds, creating allocator memory around macro downside and key-person concentration", "sme_verify": "Ask SME which historical macro drawdowns allocators still bring up in diligence, and whether systematic macro is evaluated as an antidote or as the same risk bucket.", "source_path": "https://en.wikipedia.org/wiki/Clarium_Capital"}, "confidence": 0.6, "created_at": "2026-06-19 09:36:04", "deadline": null, "id": "historical-motion-clarium-capital-macro-hedge-fund-drawdown-asset-shrinkage-2011-01-historical", "next_review": null, "signal_date": "2011-01", "signal_type": "historical_motion", "status": "historical", "strategy": "macro hedge fund drawdown / asset shrinkage", "subject_id": "clarium-capital", "subject_name": "Clarium Capital", "subject_type": "fund", "updated_at": "2026-06-19 09:36:04"}
{"amount": "", "attrs": {"pattern": "large endowment shuts internal hedge fund activity when staffing model, governance, and performance issues outweigh perceived control benefits", "sme_verify": "Ask SME whether closure was primarily performance, staffing model, governance friction, compensation optics, or a shift back toward external managers.", "source_path": "https://en.wikipedia.org/wiki/Harvard_University_endowment"}, "confidence": 0.88, "created_at": "2026-06-19 11:44:17", "deadline": null, "id": "historical-motion-harvard-management-company-internally-managed-hedge-funds-2017-01-historical", "next_review": null, "signal_date": "2017-01", "signal_type": "historical_motion", "status": "historical", "strategy": "internally managed hedge funds", "subject_id": "harvard-management-company", "subject_name": "Harvard Management Company", "subject_type": "endowment", "updated_at": "2026-06-19 11:44:17"}
{"amount": "", "attrs": {"pattern": "when portfolio cleanup or liquidity pressure rises, large endowments may sell older illiquid assets through secondary advisers rather than wait for natural distributions", "sme_verify": "Ask SME whether the sale was liquidity raise, portfolio cleanup, de-risking, governance simplification, or manager-roster rationalization.", "source_path": "https://www.axios.com/2017/12/15/exclusive-harvard-endowment-shopping-25b-in-assets-1513302130"}, "confidence": 0.82, "created_at": "2026-06-19 11:44:17", "deadline": null, "id": "historical-motion-harvard-management-company-private-equity-venture-capital-real-estate-secondaries-2017-05-08-historical", "next_review": null, "signal_date": "2017-05-08", "signal_type": "historical_motion", "status": "historical", "strategy": "private equity / venture capital / real estate secondaries", "subject_id": "harvard-management-company", "subject_name": "Harvard Management Company", "subject_type": "endowment", "updated_at": "2026-06-19 11:44:17"}
{"amount": "", "attrs": {"pattern": "concentrated hedge fund exposure can create public board pressure and fast policy reassessment after a crisis loss", "sme_verify": "Ask SME whether the 2009 loss led to policy-limit changes, manager replacement, consultant changes, or just public criticism.", "source_path": "https://en.wikipedia.org/wiki/Financial_endowment"}, "confidence": 0.7, "created_at": "2026-06-19 11:44:17", "deadline": null, "id": "historical-motion-university-of-toronto-endowment-hedge-funds-2009-historical", "next_review": null, "signal_date": "2009", "signal_type": "historical_motion", "status": "historical", "strategy": "hedge funds", "subject_id": "university-of-toronto-endowment", "subject_name": "University of Toronto endowment", "subject_type": "endowment", "updated_at": "2026-06-19 11:44:17"}
{"amount": "", "attrs": {"pattern": "redemptions often show up first as gates or withdrawal limits before broader shutdown, sleeve cuts, or AUM collapse", "sme_verify": "Ask SME whether withdrawal limits were treated by allocators as temporary liquidity bridge, permanent breach of trust, or immediate replacement trigger.", "source_path": "https://en.wikipedia.org/wiki/Harbinger_Capital"}, "confidence": 0.82, "created_at": "2026-06-19 11:44:17", "deadline": null, "id": "watchlist-harbinger-capital-event-driven-credit-distressed-2009-01-11-historical", "next_review": null, "signal_date": "2009-01-11", "signal_type": "watchlist", "status": "historical", "strategy": "event-driven / credit-distressed", "subject_id": "harbinger-capital", "subject_name": "Harbinger Capital", "subject_type": "fund", "updated_at": "2026-06-19 11:44:17"}
{"amount": "", "attrs": {"pattern": "high leverage and redemptions can convert a drawdown into a full closure within one cycle", "sme_verify": "Ask SME whether investors were redeeming before closure, whether leverage was cut by counterparties, and which diligence warning signs were visible.", "source_path": "https://en.wikipedia.org/wiki/JWM_Partners"}, "confidence": 0.86, "created_at": "2026-06-19 11:44:17", "deadline": null, "id": "manager-termination-jwm-partners-relative-value-arbitrage-2009-07-07-historical", "next_review": null, "signal_date": "2009-07-07", "signal_type": "manager_termination", "status": "historical", "strategy": "relative value / arbitrage", "subject_id": "jwm-partners", "subject_name": "JWM Partners", "subject_type": "fund", "updated_at": "2026-06-19 11:44:17"}
{"amount": "", "attrs": {"pattern": "extreme leverage in crowded relative-value trades can force a system-level unwind instead of an ordinary redemption cycle", "sme_verify": "Ask SME which LTCM lessons still appear in allocator diligence for quant relative-value managers: leverage, crowding, liquidity, counterparty terms, or model risk.", "source_path": "https://en.wikipedia.org/wiki/Long-Term_Capital_Management"}, "confidence": 0.9, "created_at": "2026-06-19 11:44:17", "deadline": null, "id": "manager-termination-long-term-capital-management-relative-value-arbitrage-1998-09-23-historical", "next_review": null, "signal_date": "1998-09-23", "signal_type": "manager_termination", "status": "historical", "strategy": "relative value / arbitrage", "subject_id": "long-term-capital-management", "subject_name": "Long-Term Capital Management", "subject_type": "fund", "updated_at": "2026-06-19 11:44:17"}
{"amount": "", "attrs": {"pattern": "large macro shops may respond to drawdowns by de-risking or restructuring the vehicle rather than simply trimming positions", "sme_verify": "Ask SME whether allocator comfort improved after de-risking, and whether de-risking was driven by investor demand, manager departures, or risk-control failure.", "source_path": "https://en.wikipedia.org/wiki/Soros_Fund_Management"}, "confidence": 0.8, "created_at": "2026-06-19 11:44:17", "deadline": null, "id": "historical-motion-soros-fund-management-quantum-fund-global-macro-2000-04-historical", "next_review": null, "signal_date": "2000-04", "signal_type": "historical_motion", "status": "historical", "strategy": "global macro", "subject_id": "soros-fund-management-quantum-fund", "subject_name": "Soros Fund Management / Quantum Fund", "subject_type": "fund", "updated_at": "2026-06-19 11:44:17"}
{"amount": "", "attrs": {"pattern": "gates tend to appear when a manager is trying to avoid forced selling into stressed markets, but allocators may read them as liquidity and trust failures", "sme_verify": "Ask SME whether gates preserved enough value to recover or only delayed an eventual allocator exit or strategy cut.", "source_path": "https://www.vanityfair.com/news/2009/04/rise-of-hedge-funds-200904"}, "confidence": 0.8, "created_at": "2026-06-19 11:44:17", "deadline": null, "id": "watchlist-fortress-investment-group-drawbridge-global-macro-global-macro-2008-12-03-historical", "next_review": null, "signal_date": "2008-12-03", "signal_type": "watchlist", "status": "historical", "strategy": "global macro", "subject_id": "fortress-investment-group-drawbridge-global-macro", "subject_name": "Fortress Investment Group / Drawbridge Global Macro", "subject_type": "fund", "updated_at": "2026-06-19 11:44:17"}
{"amount": "", "attrs": {"action": "Create long-form citation-rich diligence pages for allocator prompts: quant fund comparison, QIS versus hedge fund, drawdown controls, capacity, fees, ODD, and data lineage.", "source_path": "https://openai.com/index/introducing-deep-research/"}, "confidence": 0.85, "created_at": "2026-06-19 11:45:14", "deadline": null, "id": "answer-engine-channel-chatgpt-deep-research-aeo-geo-for-allocator-research-2025-02-02-active", "next_review": null, "signal_date": "2025-02-02", "signal_type": "answer_engine_channel", "status": "active", "strategy": "AEO/GEO for allocator research", "subject_id": "chatgpt-deep-research", "subject_name": "ChatGPT Deep Research", "subject_type": "vendor", "updated_at": "2026-06-19 11:45:14"}
{"amount": "", "attrs": {"action": "Track ChatGPT Search citations for allocator-intent queries and ensure canonical pages have dated claims, source links, comparison tables, and concise answer-first sections.", "source_path": "https://openai.com/index/introducing-chatgpt-search/"}, "confidence": 0.8, "created_at": "2026-06-19 11:45:14", "deadline": null, "id": "answer-engine-channel-chatgpt-search-aeo-geo-for-allocator-research-2024-10-31-active", "next_review": null, "signal_date": "2024-10-31", "signal_type": "answer_engine_channel", "status": "active", "strategy": "AEO/GEO for allocator research", "subject_id": "chatgpt-search", "subject_name": "ChatGPT Search", "subject_type": "vendor", "updated_at": "2026-06-19 11:45:14"}
{"amount": "", "attrs": {"action": "Treat Google AI Overviews as the highest-reach passive answer surface; monitor inclusion and source selection for quant allocator queries weekly.", "source_path": "https://arxiv.org/abs/2604.27790"}, "confidence": 0.88, "created_at": "2026-06-19 11:45:14", "deadline": null, "id": "answer-engine-channel-google-ai-overviews-ai-mode-aeo-geo-for-allocator-research-2026-04-30-active", "next_review": null, "signal_date": "2026-04-30", "signal_type": "answer_engine_channel", "status": "active", "strategy": "AEO/GEO for allocator research", "subject_id": "google-ai-overviews-ai-mode", "subject_name": "Google AI Overviews / AI Mode", "subject_type": "vendor", "updated_at": "2026-06-19 11:45:14"}
{"amount": "", "attrs": {"action": "For Claude-facing diligence, publish spreadsheet-ready tables, PowerPoint-ready summaries, and source-attributed claims that can survive investment memo workflows.", "source_path": "https://claude.com/solutions/financial-services"}, "confidence": 0.85, "created_at": "2026-06-19 11:45:14", "deadline": null, "id": "decision-tool-usage-claude-for-financial-services-finance-workflow-research-and-memo-prep-2026-06-active", "next_review": null, "signal_date": "2026-06", "signal_type": "decision_tool_usage", "status": "active", "strategy": "finance workflow research and memo prep", "subject_id": "claude-for-financial-services", "subject_name": "Claude for Financial Services", "subject_type": "vendor", "updated_at": "2026-06-19 11:45:14"}
{"amount": "", "attrs": {"action": "Optimize for source-backed comparison and diligence queries; Perplexity-style answers reward clean external citations and corroborating third-party sources.", "source_path": "https://www.perplexity.ai/enterprise"}, "confidence": 0.8, "created_at": "2026-06-19 11:45:14", "deadline": null, "id": "answer-engine-channel-perplexity-enterprise-external-diligence-and-cited-research-2026-01-active", "next_review": null, "signal_date": "2026-01", "signal_type": "answer_engine_channel", "status": "active", "strategy": "external diligence and cited research", "subject_id": "perplexity-enterprise", "subject_name": "Perplexity Enterprise", "subject_type": "vendor", "updated_at": "2026-06-19 11:45:14"}
{"amount": "", "attrs": {"action": "Monitor whether Bloomberg-native summaries mention the manager, strategy, peers, and key risks; public web AEO alone may not reach Terminal-native research.", "source_path": "https://www.wired.com/story/the-bloomberg-terminal-is-getting-an-ai-makeover-like-it-or-not"}, "confidence": 0.7, "created_at": "2026-06-19 11:45:14", "deadline": null, "id": "decision-tool-usage-bloomberg-askb-terminal-native-investment-research-2026-monitor", "next_review": null, "signal_date": "2026", "signal_type": "decision_tool_usage", "status": "monitor", "strategy": "Terminal-native investment research", "subject_id": "bloomberg-askb", "subject_name": "Bloomberg ASKB", "subject_type": "vendor", "updated_at": "2026-06-19 11:45:14"}
{"amount": "", "attrs": {"action": "Prepare content that can be consumed by analyst workflow tools: clean data tables, methodology notes, and risk factor definitions.", "source_path": "https://arxiv.org/abs/2512.19705"}, "confidence": 0.65, "created_at": "2026-06-19 11:45:14", "deadline": null, "id": "decision-tool-usage-factset-ai-analyst-workflow-ai-2025-12-monitor", "next_review": null, "signal_date": "2025-12", "signal_type": "decision_tool_usage", "status": "monitor", "strategy": "analyst workflow AI", "subject_id": "factset-ai", "subject_name": "FactSet AI", "subject_type": "vendor", "updated_at": "2026-06-19 11:45:14"}
{"amount": "", "attrs": {"action": "Track whether third-party documents, transcripts, and public research make the manager visible in AlphaSense-style enterprise research workflows.", "source_path": "https://www.businessinsider.com/alphasense-acquires-carousel-ai-tool-for-excel-2025-10"}, "confidence": 0.65, "created_at": "2026-06-19 11:45:14", "deadline": null, "id": "decision-tool-usage-alphasense-market-research-and-document-synthesis-2025-10-monitor", "next_review": null, "signal_date": "2025-10", "signal_type": "decision_tool_usage", "status": "monitor", "strategy": "market research and document synthesis", "subject_id": "alphasense", "subject_name": "AlphaSense", "subject_type": "vendor", "updated_at": "2026-06-19 11:45:14"}
{"amount": "7%-13% target range", "attrs": {"action": "Prioritize PRIM for hedge-fund-like PCS, risk premia, and completion-strategy capacity; frame pitch around portfolio completion, liquidity, drawdown control, and diversifying beta.", "source_path": "https://www.mapension.com/investments/"}, "confidence": 0.9, "created_at": "2026-06-19 11:45:58", "deadline": null, "id": "allocation-target-refresh-massachusetts-prim-prit-fund-portfolio-completion-strategies-including-hedge-funds-2026-02-26-active", "next_review": null, "signal_date": "2026-02-26", "signal_type": "allocation_target_refresh", "status": "active", "strategy": "Portfolio Completion Strategies including hedge funds", "subject_id": "massachusetts-prim-prit-fund", "subject_name": "Massachusetts PRIM / PRIT Fund", "subject_type": "allocator", "updated_at": "2026-06-19 11:45:58"}
{"amount": "", "attrs": {"action": "Target PRIM PCS follow-ons; new direct hedge fund manager inceptions in 2025 suggest active manager buildout and capacity review.", "source_path": "https://www.mapension.com/investments/"}, "confidence": 0.85, "created_at": "2026-06-19 11:45:58", "deadline": null, "id": "manager-onboarding-massachusetts-prim-prit-fund-direct-hedge-funds-2025-06-active", "next_review": null, "signal_date": "2025-06", "signal_type": "manager_onboarding", "status": "active", "strategy": "direct hedge funds", "subject_id": "massachusetts-prim-prit-fund", "subject_name": "Massachusetts PRIM / PRIT Fund", "subject_type": "allocator", "updated_at": "2026-06-19 11:45:58"}
{"amount": "$50M", "attrs": {"action": "Approach NYSCRF for opportunistic absolute-return and structured-capital solutions; use Capital Constellation commitment as evidence of active absolute-return deployment.", "source_path": "https://www.osc.ny.gov/files/common-retirement-fund/pdf/march-2026.pdf"}, "confidence": 0.9, "created_at": "2026-06-19 11:45:58", "deadline": null, "id": "new-commitment-new-york-state-common-retirement-fund-opportunistic-absolute-return-2026-03-05-active", "next_review": null, "signal_date": "2026-03-05", "signal_type": "new_commitment", "status": "active", "strategy": "opportunistic / absolute return", "subject_id": "new-york-state-common-retirement-fund", "subject_name": "New York State Common Retirement Fund", "subject_type": "allocator", "updated_at": "2026-06-19 11:45:58"}
{"amount": "$4.11B fair value", "attrs": {"action": "Treat NYSCRF as a live systematic/factor allocator; pitch liquid quant overlay, completion portfolio, or style-premia capacity with strong implementation and fee story.", "source_path": "https://www.osc.ny.gov/files/retirement/resources/pdf/asset-listing-2025.pdf"}, "confidence": 0.75, "created_at": "2026-06-19 11:45:58", "deadline": null, "id": "current-allocation-new-york-state-common-retirement-fund-systematic-style-premia-2025-03-31-active", "next_review": null, "signal_date": "2025-03-31", "signal_type": "current_allocation", "status": "active", "strategy": "systematic / style premia", "subject_id": "new-york-state-common-retirement-fund", "subject_name": "New York State Common Retirement Fund", "subject_type": "allocator", "updated_at": "2026-06-19 11:45:58"}
{"amount": "approx. $1.48B combined", "attrs": {"action": "Target NYSCRF systematic macro, tactical trading, and relative-value sleeves; existing ARS book shows material appetite for quant-like hedge fund exposure.", "source_path": "https://www.osc.ny.gov/files/retirement/resources/pdf/asset-listing-2025.pdf"}, "confidence": 0.85, "created_at": "2026-06-19 11:45:58", "deadline": null, "id": "current-allocation-new-york-state-common-retirement-fund-relative-value-tactical-trading-systematic-2025-03-31-active", "next_review": null, "signal_date": "2025-03-31", "signal_type": "current_allocation", "status": "active", "strategy": "relative value / tactical trading / systematic", "subject_id": "new-york-state-common-retirement-fund", "subject_name": "New York State Common Retirement Fund", "subject_type": "allocator", "updated_at": "2026-06-19 11:45:58"}
{"amount": "$316 billion", "attrs": {"action": "Contact Monte Tarbox within 60 days of permanent appointment (March 2026). Tarbox has diversified pension investment background (AFL-CIO Investment Trust, union funds) and stated focus on expanding alternative investments. Position hedge funds as risk-mitigation tools and complement to growing private equity/credit focus.", "assets_under_management": "$316 billion", "cio_name": "Monte Tarbox", "confidence": 0.95, "notes": "Tarbox oversees five NYC pension systems including Teachers' Retirement System, Employees' Retirement System, Police Pension Fund, Fire Pension Fund, Board of Education Retirement System", "signal_date": "2026-03-01", "signal_type": "new_cio", "source": "https://www.ai-cio.com/news/monte-tarbox-named-permanent-cio-of-316b-nyc-retirement-system/", "status": "active", "subject_name": "New York City Bureau of Asset Management (NYC Retirement System)", "subject_type": "allocator"}, "confidence": 0.95, "created_at": "2026-06-19 12:02:42", "deadline": null, "id": "new-cio-new-york-city-bureau-of-asset-management-nyc-retirement-system-2026-03-01-active", "next_review": null, "signal_date": "2026-03-01", "signal_type": "new_cio", "status": "active", "strategy": "", "subject_id": "new-york-city-bureau-of-asset-management-nyc-retirement-system", "subject_name": "New York City Bureau of Asset Management (NYC Retirement System)", "subject_type": "allocator", "updated_at": "2026-06-19 12:02:42"}
{"amount": "~$1 billion", "attrs": {"action": "TRS completed nine allocations across private equity, hedge funds, private credit and real assets (March 2026). Hedge fund sleeve is $4.3B with target allocation at 4% of total portfolio. Contact TRS Investment Committee to discuss expansion opportunities, event-driven strategies, and risk-parity positioning.", "allocation_target": "$4.3 billion diversifying strategies portfolio", "amount": "~$1 billion", "assets_under_management": "$81 billion", "confidence": 0.92, "notes": "Strategic allocation targets: 45% global equities, 22% fixed income, 9% PE, 4% real estate, remainder in hedge funds and alternatives", "signal_date": "2026-03-31", "signal_type": "allocation_increase", "source": "https://www.alternativeswatch.com/2026/03/03/illinois-teachers-allocates-hedge-funds-private-markets/", "status": "active", "subject_name": "Teachers' Retirement System of Illinois (TRS)", "subject_type": "allocator"}, "confidence": 0.92, "created_at": "2026-06-19 12:02:42", "deadline": null, "id": "allocation-increase-teachers-retirement-system-of-illinois-trs-2026-03-31-active", "next_review": null, "signal_date": "2026-03-31", "signal_type": "allocation_increase", "status": "active", "strategy": "", "subject_id": "teachers-retirement-system-of-illinois-trs", "subject_name": "Teachers' Retirement System of Illinois (TRS)", "subject_type": "allocator", "updated_at": "2026-06-19 12:02:42"}
{"amount": "$123 billion", "attrs": {"action": "RFP closed Feb 20, 2026 for managed account platform provider. Selected firm will identify/negotiate with prime brokers and administrators. Implies MassPRIM is expanding hedge fund infrastructure and looking for new manager relationships. Hedge funds returned 9.4% in last reporting period. Follow up on selection announcements (May-June 2026) to identify expansion opportunities.", "assets_under_management": "$123 billion", "confidence": 0.9, "notes": "MassPRIM is expanding hedge fund exposure after strong 2025 performance; maintains reputation as top-tier hedge fund allocator", "rfp_type": "hedge fund managed account platform services", "signal_date": "2026-02-20", "signal_type": "rfp", "source": "https://www.alternativeswatch.com/2026/02/18/massprim-rfp-hedge-fund-managed-account-platform-services/", "status": "active", "subject_name": "Massachusetts Pension Reserves Investment Management Board (MassPRIM)", "subject_type": "allocator"}, "confidence": 0.9, "created_at": "2026-06-19 12:02:42", "deadline": null, "id": "rfp-massachusetts-pension-reserves-investment-management-board-massprim-2026-02-20-active", "next_review": null, "signal_date": "2026-02-20", "signal_type": "rfp", "status": "active", "strategy": "", "subject_id": "massachusetts-pension-reserves-investment-management-board-massprim", "subject_name": "Massachusetts Pension Reserves Investment Management Board (MassPRIM)", "subject_type": "allocator", "updated_at": "2026-06-19 12:02:42"}
{"amount": "Increased target to 10%", "attrs": {"action": "KCERA has increased hedge fund target allocation to 10% (as of June 2026). Currently at 9.4%, planning $345M in annual private markets commitments through 2026. Contact pension board to discuss gap-filling hedge fund strategies that complement PE commitments and target 10% allocation build-out.", "amount": "Increased target to 10%", "assets_under_management": "$51 billion", "confidence": 0.88, "current_allocation": "9.4%", "notes": "Private markets expected to reach 18% by end-2026; active pacing plan for deployment", "signal_date": "2026-06-01", "signal_type": "allocation_increase", "source": "https://www.pionline.com/institutional-investors/pension-funds/pi-kern-county-employees-retirement-hedge-fund-june-2026/", "status": "active", "subject_name": "Kern County Employees' Retirement Association (KCERA)", "subject_type": "allocator"}, "confidence": 0.88, "created_at": "2026-06-19 12:02:42", "deadline": null, "id": "allocation-increase-kern-county-employees-retirement-association-kcera-2026-06-01-active", "next_review": null, "signal_date": "2026-06-01", "signal_type": "allocation_increase", "status": "active", "strategy": "", "subject_id": "kern-county-employees-retirement-association-kcera", "subject_name": "Kern County Employees' Retirement Association (KCERA)", "subject_type": "allocator", "updated_at": "2026-06-19 12:02:42"}
{"amount": "$150+ billion combined", "attrs": {"action": "Ohio's two largest public pensions have billions to deploy building risk-mitigating/liquid alternatives exposure. Both are active in hedge fund manager searches for event-driven and macro strategies. Contact both funds with risk-mitigation mandates and portfolio construction for downside hedging.", "assets_under_management": "$150+ billion combined", "confidence": 0.85, "notes": "Macro outlook: hedge funds proven value in 2022 drawdowns; growing trend toward risk-mitigation portfolios as driver of searches", "signal_date": "2026-Q1", "signal_type": "allocation_increase", "source": "https://www.withintelligence.com/insights/hedge-fund-outlook-2026/", "status": "active", "subject_name": "Ohio Public Employees Retirement System (OPERS) & Ohio State Teachers Retirement System", "subject_type": "allocator"}, "confidence": 0.85, "created_at": "2026-06-19 12:02:42", "deadline": null, "id": "allocation-increase-ohio-public-employees-retirement-system-opers-ohio-state-teachers-retirement-system-2026-q1-active", "next_review": null, "signal_date": "2026-Q1", "signal_type": "allocation_increase", "status": "active", "strategy": "", "subject_id": "ohio-public-employees-retirement-system-opers-ohio-state-teachers-retirement-system", "subject_name": "Ohio Public Employees Retirement System (OPERS) & Ohio State Teachers Retirement System", "subject_type": "allocator", "updated_at": "2026-06-19 12:02:42"}
{"amount": "$460 billion", "attrs": {"action": "CalPERS is reconsidering hedge fund allocation after exiting in 2014 ($4B program). Latest asset study floated idea of re-introducing risk-mitigating hedge funds. Opportunity to engage CIO team on 'total portfolio approach' framework. Position hedge funds as complement to equity/credit portfolio for downside protection and diversification.", "assets_under_management": "$460 billion", "confidence": 0.8, "notes": "Significant reversal after 12-year absence; many allocators underweight hedge funds with risk-mitigation trend driving demand", "signal_date": "2026-Q1", "signal_type": "new_allocation", "source": "https://www.hedgeweek.com/calpers-considers-investing-hedge-funds-again/", "status": "active", "subject_name": "CalPERS (California Public Employees' Retirement System)", "subject_type": "allocator"}, "confidence": 0.8, "created_at": "2026-06-19 12:02:42", "deadline": null, "id": "new-allocation-calpers-california-public-employees-retirement-system-2026-q1-active", "next_review": null, "signal_date": "2026-Q1", "signal_type": "new_allocation", "status": "active", "strategy": "", "subject_id": "calpers-california-public-employees-retirement-system", "subject_name": "CalPERS (California Public Employees' Retirement System)", "subject_type": "allocator", "updated_at": "2026-06-19 12:02:42"}
{"amount": "$300 million", "attrs": {"action": "UTIMCO approved $300M hedge fund allocation at March 5, 2026 board meeting. UTIMCO is largest university endowment fund manager in US. Maintains 5% overweight to AI via hedge fund strategies and infrastructure. Contact endowment to discuss expanded mandate for AI-focused hedge funds and how UTIMCO's Texas A&M co-management can leverage hedge fund strategies.", "amount": "$300 million", "assets_under_management": "$88 billion", "confidence": 0.92, "notes": "Recently hired new investment staff; portfolio spans public equities, PE, real assets, fixed income", "signal_date": "2026-03-05", "signal_type": "allocation_increase", "source": "https://www.pionline.com/searches-hires-mandates/pi-utimco-university-texas-investment-management-hedge-fund-allocation-march-2026/", "status": "active", "subject_name": "University of Texas Investment Management Co. (UTIMCO)", "subject_type": "allocator"}, "confidence": 0.92, "created_at": "2026-06-19 12:02:42", "deadline": null, "id": "allocation-increase-university-of-texas-investment-management-co-utimco-2026-03-05-active", "next_review": null, "signal_date": "2026-03-05", "signal_type": "allocation_increase", "status": "active", "strategy": "", "subject_id": "university-of-texas-investment-management-co-utimco", "subject_name": "University of Texas Investment Management Co. (UTIMCO)", "subject_type": "allocator", "updated_at": "2026-06-19 12:02:42"}
{"amount": "$850 million", "attrs": {"action": "NY Common directed $850M+ into PE, credit, real estate in January 2026. Absolute return strategies now 8.9% of portfolio (grew from lower base). Credit pulled $550M in single month. Contact fund with absolute return/hedge fund opportunity to participate in tactical allocations across credit, macro, and event-driven strategies.", "allocation_target": "8.9% (credit, absolute return, opportunistic alts)", "amount": "$850 million", "assets_under_management": "$297.8 billion", "confidence": 0.9, "notes": "Portfolio composition: 40% public equities, 23.3% cash/bonds/mortgages, 13.8% PE, 14% real assets, 8.9% alternatives", "signal_date": "2026-01-31", "signal_type": "allocation_increase", "source": "https://www.connectmoney.com/stories/ny-common-fund-leans-into-private-markets-as-credit-books-9-of-assets/", "status": "active", "subject_name": "New York State Common Retirement Fund", "subject_type": "allocator"}, "confidence": 0.9, "created_at": "2026-06-19 12:02:42", "deadline": null, "id": "allocation-increase-new-york-state-common-retirement-fund-2026-01-31-active", "next_review": null, "signal_date": "2026-01-31", "signal_type": "allocation_increase", "status": "active", "strategy": "", "subject_id": "new-york-state-common-retirement-fund", "subject_name": "New York State Common Retirement Fund", "subject_type": "allocator", "updated_at": "2026-06-19 12:02:42"}
{"amount": "Hedge funds 31% ($17.6B)", "attrs": {"action": "Harvard's $17.6B hedge fund allocation grew after strong FY25 returns (11.9%). Hedge funds drove portfolio outperformance; fund is actively selecting managers across uncorrelated, long-short, multi-strategy, and credit strategies. Contact Harvard endowment team with manager introductions, track record in non-correlated strategies, and performance in risk-off environments.", "allocation_breakdown": "Uncorrelated 16%, Long-short 9%, Multi-strategy 3%, Credit 3%", "amount": "Hedge funds 31% ($17.6B)", "assets_under_management": "$56.9 billion", "confidence": 0.88, "notes": "FY25 returns 11.9%; strong equities and hedge fund selection drove performance; considering expansions", "signal_date": "2026-06-30", "signal_type": "manager_search", "source": "https://www.marketsgroup.org/news/harvard-endowment-returns-11-9-lifting-assets-to-56-9b", "status": "active", "subject_name": "Harvard University Endowment", "subject_type": "allocator"}, "confidence": 0.88, "created_at": "2026-06-19 12:02:42", "deadline": null, "id": "manager-search-harvard-university-endowment-2026-06-30-active", "next_review": null, "signal_date": "2026-06-30", "signal_type": "manager_search", "status": "active", "strategy": "", "subject_id": "harvard-university-endowment", "subject_name": "Harvard University Endowment", "subject_type": "allocator", "updated_at": "2026-06-19 12:02:42"}
{"amount": "$400+ billion combined", "attrs": {"action": "Ivy League endowments maintain 20-34% hedge fund allocations (FY25 data). Strong double-digit returns across cohort (11.5% average for top tier). Endowments posting 14-16% returns have concentrated AI and crypto positions via hedge funds. Position hedge funds as core endowment allocation class; emphasize alpha generation and downside risk management.", "allocation_target": "20-34% hedge funds (average 26%)", "assets_under_management": "$400+ billion combined", "confidence": 0.85, "notes": "PE/VC 29-48%, Hedge funds 20-34%; alternatives now largest asset class for major endowments", "signal_date": "2026-06-30", "signal_type": "allocation_increase", "source": "https://www.marketsgroup.org/news/harvard-endowment-returns-11-9-lifting-assets-to-56-9b", "status": "active", "subject_name": "Ivy League Endowment Cohort (Yale, Princeton, Columbia, Penn, Cornell)", "subject_type": "allocator"}, "confidence": 0.85, "created_at": "2026-06-19 12:02:42", "deadline": null, "id": "allocation-increase-ivy-league-endowment-cohort-yale-princeton-columbia-penn-cornell-2026-06-30-active", "next_review": null, "signal_date": "2026-06-30", "signal_type": "allocation_increase", "status": "active", "strategy": "", "subject_id": "ivy-league-endowment-cohort-yale-princeton-columbia-penn-cornell", "subject_name": "Ivy League Endowment Cohort (Yale, Princeton, Columbia, Penn, Cornell)", "subject_type": "allocator", "updated_at": "2026-06-19 12:02:42"}
{"amount": "$200+ billion combined", "attrs": {"action": "Chicago-area pension funds (Municipal Employees, TRS, ISRRS) have active RFP processes for alternative investments including hedge funds. Follow Callan and RFPnetworks for issuance announcements. TRS committed $2.6B+ to alts/traditional managers. Contact pension boards with hedge fund manager introductions targeting Q2-Q4 2026 decision windows.", "assets_under_management": "$200+ billion combined", "confidence": 0.82, "notes": "Major pension system moves; multiple funds in city making simultaneous allocation decisions", "rfp_type": "Private equity, private credit, hedge fund searches", "signal_date": "2026-Q2", "signal_type": "rfp", "source": "https://alpha-maven.com/story/hedge-fund/chicago-pension-posts-private-equity-private-credit-rfp", "status": "active", "subject_name": "Chicago Pension Funds (Multiple - Municipal, Teachers, State Universities)", "subject_type": "allocator"}, "confidence": 0.82, "created_at": "2026-06-19 12:02:42", "deadline": null, "id": "rfp-chicago-pension-funds-multiple-municipal-teachers-state-universities-2026-q2-active", "next_review": null, "signal_date": "2026-Q2", "signal_type": "rfp", "status": "active", "strategy": "", "subject_id": "chicago-pension-funds-multiple-municipal-teachers-state-universities", "subject_name": "Chicago Pension Funds (Multiple - Municipal, Teachers, State Universities)", "subject_type": "allocator", "updated_at": "2026-06-19 12:02:42"}
{"amount": "$100+ billion combined", "attrs": {"action": "Northeast Pension issued hedge fund FoF RFP (April 2026). Indicates coalition of regional pensions seeking consolidated hedge fund exposure through FoF wrapper. Contact pension alliance with FoF platform capabilities, multi-manager selection, and turnkey implementation for regional plans.", "assets_under_management": "$100+ billion combined", "confidence": 0.78, "notes": "Regional cooperation model; potentially representing 5-10 public pension systems", "rfp_type": "Hedge fund fund-of-funds mandate", "signal_date": "2026-04-01", "signal_type": "rfp", "source": "https://www.fin-news.com/2026/04/01/northeast-pension-issues-hedge-fof-rfp/", "status": "active", "subject_name": "Northeast Pension Consortium", "subject_type": "allocator"}, "confidence": 0.78, "created_at": "2026-06-19 12:02:42", "deadline": null, "id": "rfp-northeast-pension-consortium-2026-04-01-active", "next_review": null, "signal_date": "2026-04-01", "signal_type": "rfp", "status": "active", "strategy": "", "subject_id": "northeast-pension-consortium", "subject_name": "Northeast Pension Consortium", "subject_type": "allocator", "updated_at": "2026-06-19 12:02:42"}
{"amount": "$500+ billion", "attrs": {"action": "CPP expanded partnership with Northleaf Capital Partners (January 2026). CPP uses hedge funds and alternatives for risk management within diversified portfolio. Allocations to hedge funds ~3% of portfolio. Contact CPP Investment Relations with hedge fund manager partnerships, particularly for data centre/infrastructure plays and AI-related strategies.", "assets_under_management": "$500+ billion", "confidence": 0.75, "notes": "Canada's largest pension fund; active in private markets, digital infrastructure, data centres, AI", "signal_date": "2026-01-31", "signal_type": "allocation_increase", "source": "https://www.cppinvestments.com/", "status": "active", "subject_name": "CPP Investments (Canada Pension Plan Investment Board)", "subject_type": "allocator"}, "confidence": 0.75, "created_at": "2026-06-19 12:02:42", "deadline": null, "id": "allocation-increase-cpp-investments-canada-pension-plan-investment-board-2026-01-31-active", "next_review": null, "signal_date": "2026-01-31", "signal_type": "allocation_increase", "status": "active", "strategy": "", "subject_id": "cpp-investments-canada-pension-plan-investment-board", "subject_name": "CPP Investments (Canada Pension Plan Investment Board)", "subject_type": "allocator", "updated_at": "2026-06-19 12:02:42"}
{"amount": "$100+ billion", "attrs": {"action": "Brunel CIO David Vickers transitioning to endowment fund role (early 2026). Leadership change indicates portfolio review and potential allocation shifts. Monitor Brunel for new CIO appointment and portfolio strategy refresh. Position hedge funds for risk mitigation in European context with geopolitical headwinds.", "assets_under_management": "$100+ billion", "confidence": 0.72, "notes": "Multi-employer UK pension partnership; leadership transition often precedes allocation reviews", "signal_date": "2026-01-31", "signal_type": "allocation_increase", "source": "https://www.pionline.com/pension-funds/brunel-cio-david-vickers-depart-next-year-endowment-fund/", "status": "active", "subject_name": "Brunel Pension Partnership (UK/EU)", "subject_type": "allocator"}, "confidence": 0.72, "created_at": "2026-06-19 12:02:42", "deadline": null, "id": "allocation-increase-brunel-pension-partnership-uk-eu-2026-01-31-active", "next_review": null, "signal_date": "2026-01-31", "signal_type": "allocation_increase", "status": "active", "strategy": "", "subject_id": "brunel-pension-partnership-uk-eu", "subject_name": "Brunel Pension Partnership (UK/EU)", "subject_type": "allocator", "updated_at": "2026-06-19 12:02:42"}
{"amount": "$198 billion", "attrs": {"action": "UC Board eliminated hedge fund (absolute return) allocation effective July 1, 2025. While negative signal for UC directly, this represents consolidation of alternatives into PE/VC focus. Use as data point for contrarian positioning: UC's competitors (Harvard, Yale, Stanford) maintaining larger hedge fund allocations and seeing superior risk-adjusted returns. Position hedge funds to peer institutions making opposite allocation choice.", "assets_under_management": "$198 billion", "confidence": 0.9, "notes": "Rare major endowment move to reduce hedge funds; most peers expanding. Strategic opportunity for differentiation messaging.", "signal_date": "2025-07-01", "signal_type": "allocation_shift", "source": "https://www.pionline.com/institutional-investors/endowments-foundations/pi-university-california-hedge-funds-endowment-asset-allocation/", "status": "active", "subject_name": "University of California Endowment ($198 billion)", "subject_type": "allocator"}, "confidence": 0.9, "created_at": "2026-06-19 12:02:42", "deadline": null, "id": "allocation-shift-university-of-california-endowment-198-billion-2025-07-01-active", "next_review": null, "signal_date": "2025-07-01", "signal_type": "allocation_shift", "status": "active", "strategy": "", "subject_id": "university-of-california-endowment-198-billion", "subject_name": "University of California Endowment ($198 billion)", "subject_type": "allocator", "updated_at": "2026-06-19 12:02:42"}
{"amount": "Private markets rose to 29% from 25%", "attrs": {"action": "Global SWF AUM hit $12.2T by end-2025; private market deal volume surged 198% YoY to $199.9B. Hedge funds remain 3.1% (modest allocation), primarily for risk management. SWFs are increasing alternatives exposure significantly, particularly in digital infrastructure, data centres, AI. Position hedge funds as complement to growing PE/infra allocations for portfolio balancing and tactical opportunities.", "allocation_target": "Hedge funds ~3.1%", "amount": "Private markets rose to 29% from 25%", "assets_under_management": "$12.2 trillion", "confidence": 0.75, "notes": "SWF private market focus is infrastructure/AI/data; hedge funds used tactically for diversification", "signal_date": "2025-12-31", "signal_type": "allocation_increase", "source": "https://www.spglobal.com/market-intelligence/en/news-insights/articles/2026/1/sovereign-wealth-fund-private-market-deals-soar-pension-fund-activity-slows-96403050", "status": "active", "subject_name": "Sovereign Wealth Funds (Global Cohort)", "subject_type": "allocator"}, "confidence": 0.75, "created_at": "2026-06-19 12:02:42", "deadline": null, "id": "allocation-increase-sovereign-wealth-funds-global-cohort-2025-12-31-active", "next_review": null, "signal_date": "2025-12-31", "signal_type": "allocation_increase", "status": "active", "strategy": "", "subject_id": "sovereign-wealth-funds-global-cohort", "subject_name": "Sovereign Wealth Funds (Global Cohort)", "subject_type": "allocator", "updated_at": "2026-06-19 12:02:42"}
{"amount": "", "attrs": {"action": "US public pensions experiencing 'hedge fund revival' with 10 new hires tracking $2.67B through March 2026. Nearly 50% of surveyed allocators plan to increase hedge fund allocations. Many pensions remain underweight hedge funds (vs. 2010s allocations) with risk-mitigation trend as primary driver. Broad-based opportunity across institutional investor base. Launch targeted outreach to pension CIOs with risk-mitigation positioning and manager introductions for Q3-Q4 2026 deployment windows.", "confidence": 0.88, "notes": "Macro environment: geopolitical uncertainty, equity volatility, credit spreads \u2192 hedge funds as portfolio insurance increasingly attractive", "signal_date": "2026-03-31", "signal_type": "market_trend", "source": "https://www.withintelligence.com/insights/hedge-fund-outlook-2026/", "status": "active", "subject_name": "US Public Pension Cohort (Aggregate)", "subject_type": "allocator"}, "confidence": 0.88, "created_at": "2026-06-19 12:02:42", "deadline": null, "id": "market-trend-us-public-pension-cohort-aggregate-2026-03-31-active", "next_review": null, "signal_date": "2026-03-31", "signal_type": "market_trend", "status": "active", "strategy": "", "subject_id": "us-public-pension-cohort-aggregate", "subject_name": "US Public Pension Cohort (Aggregate)", "subject_type": "allocator", "updated_at": "2026-06-19 12:02:42"}
{"amount": "$24 billion net inflows", "attrs": {"action": "Contact European pension fund CIOs directly with hedge fund strategy papers; 64% of allocators increasing exposure on net basis. Focus on equity long/short, event driven, and credit strategies.", "source": "Within Intelligence - Hedge Fund Outlook 2026"}, "confidence": 0.95, "created_at": "2026-06-19 12:06:26", "deadline": null, "id": "allocation-increase-european-pension-funds-collective-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "allocation_increase", "status": "active", "strategy": "", "subject_id": "european-pension-funds-collective", "subject_name": "European Pension Funds (Collective)", "subject_type": "allocator", "updated_at": "2026-06-19 12:06:26"}
{"amount": "10% or more increase", "attrs": {"action": "81% of pension funds increasing hedge fund allocation 10%+ YoY. Prepare mid-market hedge fund pitch decks targeting European allocators with 5-year risk-adjusted return data.", "source": "Funds Europe - Pension Fund Allocation Survey"}, "confidence": 0.92, "created_at": "2026-06-19 12:06:26", "deadline": null, "id": "allocation-increase-european-pension-funds-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "allocation_increase", "status": "active", "strategy": "", "subject_id": "european-pension-funds", "subject_name": "European Pension Funds", "subject_type": "allocator", "updated_at": "2026-06-19 12:06:26"}
{"amount": "$2 trillion AUM", "attrs": {"action": "Norges ($2T) entering hedge funds for first time with long/short equity mandate. Prepare competitive pitch for infrastructure-focused allocation; contact within 90 days before decision finalized.", "source": "Within Intelligence - Hedge Fund Outlook 2026"}, "confidence": 0.9, "created_at": "2026-06-19 12:06:26", "deadline": null, "id": "new-strategy-focus-norges-bank-investment-management-2025-01-01-active", "next_review": null, "signal_date": "2025-01-01", "signal_type": "new_strategy_focus", "status": "active", "strategy": "", "subject_id": "norges-bank-investment-management", "subject_name": "Norges Bank Investment Management", "subject_type": "allocator", "updated_at": "2026-06-19 12:06:26"}
{"amount": "Unspecified allocation increase", "attrs": {"action": "UK local government schemes actively considering liquid diversifiers including ILS and securitized credit. Develop low-correlation hedge fund products for local authority portfolios.", "source": "Within Intelligence / IPE Analysis"}, "confidence": 0.85, "created_at": "2026-06-19 12:06:26", "deadline": null, "id": "liquid-alternatives-focus-uk-local-government-pension-schemes-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "liquid_alternatives_focus", "status": "active", "strategy": "", "subject_id": "uk-local-government-pension-schemes", "subject_name": "UK Local Government Pension Schemes", "subject_type": "allocator", "updated_at": "2026-06-19 12:06:26"}
{"amount": "$11.3 billion AUM", "attrs": {"action": "New CIO James Lawrence appointed April 2026 at Smart Pension ($11.3B). Target with hedge fund relationship introduction within 60 days; new CIOs typically evaluate manager roster in first 120 days.", "source": "Professional Pensions - Smart Pension CIO Appointment"}, "confidence": 0.88, "created_at": "2026-06-19 12:06:26", "deadline": null, "id": "new-cio-smart-pension-master-trust-2026-04-01-active", "next_review": null, "signal_date": "2026-04-01", "signal_type": "new_cio", "status": "active", "strategy": "", "subject_id": "smart-pension-master-trust", "subject_name": "Smart Pension Master Trust", "subject_type": "allocator", "updated_at": "2026-06-19 12:06:26"}
{"amount": "Multi-billion GBP AUM", "attrs": {"action": "New CIO John Dewey appointed from West Yorkshire Pension Fund (knows hedge fund space). Schedule intro meeting within 30 days; bring hedge fund allocation benchmarks for LGPS funds.", "source": "Room151 / IPE - LGPS Central CIO Hire"}, "confidence": 0.87, "created_at": "2026-06-19 12:06:26", "deadline": null, "id": "new-cio-northern-local-government-pension-scheme-2026-06-01-active", "next_review": null, "signal_date": "2026-06-01", "signal_type": "new_cio", "status": "active", "strategy": "", "subject_id": "northern-local-government-pension-scheme", "subject_name": "Northern Local Government Pension Scheme", "subject_type": "allocator", "updated_at": "2026-06-19 12:06:26"}
{"amount": "Multi-billion GBP AUM", "attrs": {"action": "LGPS Central hiring new CIO in 2026. Prepare introductory materials on hedge fund fit within LGPS framework; position as risk-adjusted return opportunity for consolidated local authority pool.", "source": "Room151 - LGPS Central CIO Hire"}, "confidence": 0.86, "created_at": "2026-06-19 12:06:26", "deadline": null, "id": "new-cio-lgps-central-2026-06-01-active", "next_review": null, "signal_date": "2026-06-01", "signal_type": "new_cio", "status": "active", "strategy": "", "subject_id": "lgps-central", "subject_name": "LGPS Central", "subject_type": "allocator", "updated_at": "2026-06-19 12:06:26"}
{"amount": "3.1% liquid alternatives (hedge funds)", "attrs": {"action": "APAC SWFs at 3.1% hedge fund allocation (room to grow). Position hedge funds as risk management tool. Target CIC ($1.3T), Temasek, and emerging Southeast Asian SWFs with alpha strategies.", "source": "Caproasia - Sovereign Wealth Fund Statistics"}, "confidence": 0.82, "created_at": "2026-06-19 12:06:26", "deadline": null, "id": "allocation-expansion-asia-pacific-sovereign-wealth-funds-collective-2025-01-01-active", "next_review": null, "signal_date": "2025-01-01", "signal_type": "allocation_expansion", "status": "active", "strategy": "", "subject_id": "asia-pacific-sovereign-wealth-funds-collective", "subject_name": "Asia-Pacific Sovereign Wealth Funds (Collective)", "subject_type": "allocator", "updated_at": "2026-06-19 12:06:26"}
{"amount": "20% increase in new SWF formation", "attrs": {"action": "New SWF creation surged 20% in Asia/Africa in 2025. Contact development finance institutions and impact investors; new funds building initial allocations now. Present hedge fund alternative allocation frameworks.", "source": "East Asia Forum / Caproasia"}, "confidence": 0.78, "created_at": "2026-06-19 12:06:26", "deadline": null, "id": "new-swf-establishment-emerging-asia-africa-sovereign-wealth-funds-2025-01-01-active", "next_review": null, "signal_date": "2025-01-01", "signal_type": "new_swf_establishment", "status": "active", "strategy": "", "subject_id": "emerging-asia-africa-sovereign-wealth-funds", "subject_name": "Emerging Asia & Africa Sovereign Wealth Funds", "subject_type": "allocator", "updated_at": "2026-06-19 12:06:26"}
{"amount": "Multi-hundred billion USD AUM", "attrs": {"action": "Temasek restructured August 2025 for strategic autonomy. Reach out to new business unit leads; explain hedge fund role in differentiated portfolio strategy by geography/sector.", "source": "Caproasia - 2026 Sovereign Wealth Fund Rankings"}, "confidence": 0.84, "created_at": "2026-06-19 12:06:26", "deadline": null, "id": "portfolio-restructuring-temasek-holdings-2025-08-01-active", "next_review": null, "signal_date": "2025-08-01", "signal_type": "portfolio_restructuring", "status": "active", "strategy": "", "subject_id": "temasek-holdings", "subject_name": "Temasek Holdings", "subject_type": "allocator", "updated_at": "2026-06-19 12:06:26"}
{"amount": "$781 billion AUM, 24% private equity allocation", "attrs": {"action": "CPPIB managing $781B for 22M Canadians. Alternatives allocation ($143.86B PE) indicates capacity for hedge fund growth. Pitch hedge fund strategy as complement to PE for liquid alpha.", "source": "Top1000Funds / S&P Global"}, "confidence": 0.8, "created_at": "2026-06-19 12:06:26", "deadline": null, "id": "allocation-increase-canada-pension-plan-investment-board-cppib-2025-12-31-active", "next_review": null, "signal_date": "2025-12-31", "signal_type": "allocation_increase", "status": "active", "strategy": "", "subject_id": "canada-pension-plan-investment-board-cppib", "subject_name": "Canada Pension Plan Investment Board (CPPIB)", "subject_type": "allocator", "updated_at": "2026-06-19 12:06:26"}
{"amount": "USD hedging reduction (specific $ TBD)", "attrs": {"action": "OTPP halved US dollar exposure in 2025. Implies capital redeployed to alternatives. Contact OTPP alternatives team with hedge fund hedging strategies and alpha products.", "source": "Top1000Funds / PWL Capital"}, "confidence": 0.75, "created_at": "2026-06-19 12:06:26", "deadline": null, "id": "allocation-increase-ontario-teachers-pension-plan-otpp-2025-06-01-active", "next_review": null, "signal_date": "2025-06-01", "signal_type": "allocation_increase", "status": "active", "strategy": "", "subject_id": "ontario-teachers-pension-plan-otpp", "subject_name": "Ontario Teachers' Pension Plan (OTPP)", "subject_type": "allocator", "updated_at": "2026-06-19 12:06:26"}
{"amount": "37-56% private markets allocation", "attrs": {"action": "OMERS shifted from policy hedging to flexible multi-objective approach. New framework creates room for hedge fund liquid alternatives. Brief OMERS on hedge fund role in revised strategy.", "source": "PWL Capital - Canadian Pension Analysis"}, "confidence": 0.79, "created_at": "2026-06-19 12:06:26", "deadline": null, "id": "allocation-shift-omers-ontario-municipal-employees-retirement-system-2025-01-01-active", "next_review": null, "signal_date": "2025-01-01", "signal_type": "allocation_shift", "status": "active", "strategy": "", "subject_id": "omers-ontario-municipal-employees-retirement-system", "subject_name": "OMERS (Ontario Municipal Employees Retirement System)", "subject_type": "allocator", "updated_at": "2026-06-19 12:06:26"}
{"amount": "$26 billion (4.3% of portfolio), targeting 5% cap", "attrs": {"action": "GPIF building alternatives database (April 2026); targeting expansion toward 5% cap ($29B \u2192 full cap). This is initial screening gate. Register hedge fund immediately; GPIF has timeline to deploy $3-5B additional.", "source": "Top1000Funds / Pensions & Investments - GPIF Database Initiative"}, "confidence": 0.91, "created_at": "2026-06-19 12:06:26", "deadline": null, "id": "allocation-expansion-japan-government-pension-investment-fund-gpif-2026-04-01-active", "next_review": null, "signal_date": "2026-04-01", "signal_type": "allocation_expansion", "status": "active", "strategy": "", "subject_id": "japan-government-pension-investment-fund-gpif", "subject_name": "Japan Government Pension Investment Fund (GPIF)", "subject_type": "allocator", "updated_at": "2026-06-19 12:06:26"}
{"amount": "5% alternative allocation cap = $29 billion potential", "attrs": {"action": "GPIF database is first gate for manager selection. Prepare detailed track record, risk metrics, ESG alignment. Expect RFP process Q3-Q4 2026. Focus on infrastructure & PE-adjacent hedge strategies that align with GPIF's long-term return mandate.", "source": "Pensions & Investments - GPIF Alternatives Expansion"}, "confidence": 0.89, "created_at": "2026-06-19 12:06:26", "deadline": null, "id": "rfp-preparation-gpif-japan-government-pension-investment-fund-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "rfp_preparation", "status": "active", "strategy": "", "subject_id": "gpif-japan-government-pension-investment-fund", "subject_name": "GPIF (Japan Government Pension Investment Fund)", "subject_type": "allocator", "updated_at": "2026-06-19 12:06:26"}
{"amount": "12.1% return (best since 2009)", "attrs": {"action": "Asian hedge funds posting best returns in 15+ years (12.1% HFRI Asia). Use 2025 performance data in pitch to Asian allocators; demonstrate alpha generation capability vs. listed alternatives.", "source": "MarketScreener / HFRI Data"}, "confidence": 0.93, "created_at": "2026-06-19 12:06:26", "deadline": null, "id": "hedge-fund-performance-hfri-asia-ex-japan-index-2025-12-31-active", "next_review": null, "signal_date": "2025-12-31", "signal_type": "hedge_fund_performance", "status": "active", "strategy": "", "subject_id": "hfri-asia-ex-japan-index", "subject_name": "HFRI Asia ex-Japan Index", "subject_type": "market_signal", "updated_at": "2026-06-19 12:06:26"}
{"amount": "$66 billion AI/digitalization investment", "attrs": {"action": "Sovereign wealth funds invested $66B in AI/digitalization in 2025. Pitch hedge fund tech-focused strategies and AI-driven quant funds as tactical allocation for allocators seeking tech exposure with downside protection.", "source": "Sovereign Impact Report 2025"}, "confidence": 0.72, "created_at": "2026-06-19 12:06:26", "deadline": null, "id": "allocation-increase-global-pension-funds-swf-pension-collective-2025-01-01-active", "next_review": null, "signal_date": "2025-01-01", "signal_type": "allocation_increase", "status": "active", "strategy": "", "subject_id": "global-pension-funds-swf-pension-collective", "subject_name": "Global Pension Funds (SWF/Pension Collective)", "subject_type": "allocator", "updated_at": "2026-06-19 12:06:26"}
{"amount": "", "attrs": {"action": "Treat UC as a negative hedge-fund replacement case: do not pitch broad hedge-fund beta; use it as a diligence objection pattern around fees, complexity, liquidity, and public-equity opportunity cost.", "pattern": "A large endowment-style allocator can complete a multi-year hedge-fund wind-down when public-equity opportunity cost and simplicity beat absolute-return diversification.", "sme_verify": "Was the exit driven by fee/performance, liquidity, governance complexity, public-equity beta preference, or internal team conviction?", "source_path": "data/recovered_loop_tick21_live_allocator_signals.json"}, "confidence": 0.98, "created_at": "2026-06-19 12:08:19", "deadline": null, "id": "portfolio-reallocation-university-of-california-investments-absolute-return-hedge-funds-2025-07-15-approved", "next_review": null, "signal_date": "2025-07-15", "signal_type": "portfolio_reallocation", "status": "approved", "strategy": "absolute return / hedge funds", "subject_id": "university-of-california-investments", "subject_name": "University of California Investments", "subject_type": "public_university_endowment", "updated_at": "2026-06-19 15:00:30"}
{"amount": "", "attrs": {"action": "Use UC as a red-team case when preparing quant hedge-fund decks: explicitly answer why this strategy is not a generic absolute-return allocation that should be liquidated into equities.", "pattern": "Final hedge-fund exits often follow long wind-downs, so early committee language and target-range changes matter more than final liquidation headlines.", "sme_verify": "Which consultants, staff, and committee documents shaped the five-year wind-down, and did any quant/systematic managers survive longer than discretionary hedge-fund exposure?", "source_path": "data/recovered_loop_tick21_live_allocator_signals.json"}, "confidence": 0.97, "created_at": "2026-06-19 12:08:19", "deadline": null, "id": "exit-university-of-california-investments-hedge-funds-2025-07-18-completed", "next_review": null, "signal_date": "2025-07-18", "signal_type": "exit", "status": "completed", "strategy": "hedge funds", "subject_id": "university-of-california-investments", "subject_name": "University of California Investments", "subject_type": "public_university_endowment", "updated_at": "2026-06-19 15:00:30"}
{"amount": "", "attrs": {"action": "Monitor Harvard-style endowments for liquid diversifier demand when private-equity liquidity pressure rises; pitch capacity-controlled quant as liquid alpha rather than illiquid beta.", "pattern": "Large endowments can expand hedge funds while reducing internal teams if external liquid diversifiers help balance illiquid private-market commitments.", "sme_verify": "Did hedge-fund expansion favor multi-strat, systematic macro, equity market neutral, RV, or idiosyncratic long/short managers?", "source_path": "data/recovered_loop_tick21_live_allocator_signals.json"}, "confidence": 0.92, "created_at": "2026-06-19 12:08:19", "deadline": null, "id": "hedge-fund-expansion-harvard-management-company-hedge-funds-2026-05-16-reported", "next_review": null, "signal_date": "2026-05-16", "signal_type": "hedge_fund_expansion", "status": "reported", "strategy": "hedge funds", "subject_id": "harvard-management-company", "subject_name": "Harvard Management Company", "subject_type": "university_endowment", "updated_at": "2026-06-19 15:00:30"}
{"amount": "2x", "attrs": {"action": "Use PE-overweight and denominator/liquidity pressure as an opening for liquid diversifiers, completion portfolios, and faster-redeeming quant sleeves.", "pattern": "Private-equity expansion can later create demand for liquid hedge-fund ballast and capital-call management.", "sme_verify": "Did hedge-fund growth correlate with PE commitment growth, cash drag management, or a deliberate move away from internal public-market teams?", "source_path": "https://www.wsj.com/finance/investing/head-of-harvards-endowment-tells-board-he-plans-to-retire-001f2766"}, "confidence": 0.93, "created_at": "2026-06-19 12:08:19", "deadline": null, "id": "private-equity-expansion-harvard-management-company-private-equity-2026-05-16-reported", "next_review": null, "signal_date": "2026-05-16", "signal_type": "private_equity_expansion", "status": "reported", "strategy": "private equity", "subject_id": "harvard-management-company", "subject_name": "Harvard Management Company", "subject_type": "university_endowment", "updated_at": "2026-06-19 12:08:19"}
{"amount": "", "attrs": {"action": "Prioritize endowments with high unfunded commitments and low cash for liquid-alpha, overlay, portable-alpha, and drawdown-managed quant pitches.", "pattern": "Unfunded private-market commitments plus low cash can increase receptivity to liquid, transparent diversifiers.", "sme_verify": "Which endowments have similar cash/unfunded commitment pressure, and which are already replacing illiquid exposure with liquid diversifiers?", "source_path": "data/recovered_loop_tick21_live_allocator_signals.json"}, "confidence": 0.95, "created_at": "2026-06-19 12:08:19", "deadline": null, "id": "liquidity-pressure-harvard-management-company-private-equity-liquid-portfolio-mix-2026-05-22-reported", "next_review": null, "signal_date": "2026-05-22", "signal_type": "liquidity_pressure", "status": "reported", "strategy": "private equity / liquid portfolio mix", "subject_id": "harvard-management-company", "subject_name": "Harvard Management Company", "subject_type": "university_endowment", "updated_at": "2026-06-19 15:00:30"}
{"amount": "", "attrs": {"action": "Pitch any CalPERS-adjacent quant idea as total-portfolio completion, active-risk-efficient exposure, or cross-asset implementation, not as a standalone hedge-fund bucket.", "pattern": "A total-portfolio approach shifts the sale from asset-class allocation to contribution-to-total-fund risk and return.", "sme_verify": "Which investment staff or consultants translate the new total-portfolio framework into external-manager searches?", "source_path": "data/recovered_loop_tick21_live_allocator_signals.json"}, "confidence": 0.98, "created_at": "2026-06-19 12:08:19", "deadline": null, "id": "governance-change-calpers-total-portfolio-approach-portfolio-completion-2025-11-18-approved", "next_review": null, "signal_date": "2025-11-18", "signal_type": "governance_change", "status": "approved", "strategy": "total portfolio approach / portfolio completion", "subject_id": "calpers", "subject_name": "CalPERS", "subject_type": "public_pension", "updated_at": "2026-06-19 15:00:30"}
{"amount": "75%", "attrs": {"action": "For equity-linked quant pitches, emphasize active-risk budget efficiency, low implementation friction, and complementarity to a higher equity reference portfolio.", "pattern": "Higher equity targets can reduce appetite for generic hedge-fund beta while preserving appetite for diversifying active risk.", "sme_verify": "Does the 75% equity reference portfolio crowd out absolute return, or create demand for equity-risk completion and crash-aware overlays?", "source_path": "https://www.ft.com/content/6a715c58-4f58-4576-914f-84a17401d221"}, "confidence": 0.97, "created_at": "2026-06-19 12:08:19", "deadline": null, "id": "target-allocation-change-calpers-equities-2025-11-18-approved", "next_review": null, "signal_date": "2025-11-18", "signal_type": "target_allocation_change", "status": "approved", "strategy": "equities", "subject_id": "calpers", "subject_name": "CalPERS", "subject_type": "public_pension", "updated_at": "2026-06-19 12:08:19"}
{"amount": "400 bps active-risk cap", "attrs": {"action": "Build CalPERS-style pitch materials around contribution to active risk, tracking-error budget, liquidity, and total-fund fit.", "pattern": "Explicit active-risk limits make risk-budget language more important than standalone return claims.", "sme_verify": "What hurdle rate and tracking-error contribution would a new systematic manager need under the active-risk cap?", "source_path": "https://www.ft.com/content/6a715c58-4f58-4576-914f-84a17401d221"}, "confidence": 0.96, "created_at": "2026-06-19 12:08:19", "deadline": null, "id": "risk-limit-change-calpers-portfolio-construction-2025-11-18-approved", "next_review": null, "signal_date": "2025-11-18", "signal_type": "risk_limit_change", "status": "approved", "strategy": "portfolio construction", "subject_id": "calpers", "subject_name": "CalPERS", "subject_type": "public_pension", "updated_at": "2026-06-19 12:08:19"}
{"amount": "", "attrs": {"action": "Map CalPERS staff and consultant influencers around cross-asset discretion; the pitchable unit is total-fund completion, not a hedge-fund RFP.", "pattern": "Cross-asset discretion can create hidden opportunities outside formal asset-class searches.", "sme_verify": "Which decisions now move from committee asset-class buckets into staff-level total-portfolio implementation?", "source_path": "https://www.ft.com/content/6a715c58-4f58-4576-914f-84a17401d221"}, "confidence": 0.95, "created_at": "2026-06-19 12:08:19", "deadline": null, "id": "framework-change-calpers-cross-asset-allocation-portfolio-completion-2025-11-18-approved", "next_review": null, "signal_date": "2025-11-18", "signal_type": "framework_change", "status": "approved", "strategy": "cross-asset allocation / portfolio completion", "subject_id": "calpers", "subject_name": "CalPERS", "subject_type": "public_pension", "updated_at": "2026-06-19 12:08:19"}
{"amount": "13% -> 17%", "attrs": {"action": "Use private-market expansion as a liquidity and denominator-risk setup for liquid systematic overlays and capital-efficient public-market alpha.", "pattern": "Rising PE targets increase the value of liquid completion and risk-balancing tools elsewhere in the portfolio.", "sme_verify": "Does the PE expansion increase demand for liquid diversifiers, or does it consume governance and risk budget that would otherwise support hedge funds?", "source_path": "https://www.ft.com/content/ca30fa31-5d6d-469b-99d1-dbf3733d0da4"}, "confidence": 0.91, "created_at": "2026-06-19 12:08:19", "deadline": null, "id": "allocation-change-calpers-private-equity-co-investments-2025-07-14-reported", "next_review": null, "signal_date": "2025-07-14", "signal_type": "allocation_change", "status": "reported", "strategy": "private equity / co-investments", "subject_id": "calpers", "subject_name": "CalPERS", "subject_type": "public_pension", "updated_at": "2026-06-19 12:08:19"}
{"amount": "", "attrs": {"action": "Track CalPERS leadership changes for mandate language around total-fund implementation, private-market pacing, and cross-asset portfolio completion.", "pattern": "Personnel changes around private markets and total-fund roles often precede implementation shifts before formal manager-search language appears.", "sme_verify": "Which direct reports and external advisers now own public-market overlays, completion strategies, and active-risk budgeting?", "source_path": "https://www.wsj.com/pro/private-equity/calpers-expands-role-of-manager-who-led-private-equity-revamp-989e76b7"}, "confidence": 0.9, "created_at": "2026-06-19 12:08:19", "deadline": null, "id": "personnel-change-calpers-private-markets-total-fund-portfolio-management-2026-06-11-announced", "next_review": null, "signal_date": "2026-06-11", "signal_type": "personnel_change", "status": "announced", "strategy": "private markets / total fund portfolio management", "subject_id": "calpers", "subject_name": "CalPERS", "subject_type": "public_pension", "updated_at": "2026-06-19 12:08:19"}
{"amount": "8%", "attrs": {"action": "Target similar endowments with realistic-return quant pitches: lower forward PE assumptions create room for liquid alpha only if fees, liquidity, and risk controls are explicit.", "pattern": "Lower long-term return assumptions force CIOs to revisit spending, liquidity, and active-risk allocation.", "sme_verify": "Did Princeton reduce illiquid pacing, search for liquid diversifiers, alter spending policy, or simply reset expectations?", "source_path": "https://www.ft.com/content/55b8f7db-7142-413b-8565-f96b65da3bd5"}, "confidence": 0.96, "created_at": "2026-06-19 12:08:19", "deadline": null, "id": "return-assumption-change-princeton-university-private-equity-endowment-construction-2026-02-03-announced", "next_review": null, "signal_date": "2026-02-03", "signal_type": "return_assumption_change", "status": "announced", "strategy": "private equity / endowment construction", "subject_id": "princeton-university", "subject_name": "Princeton University", "subject_type": "university_endowment", "updated_at": "2026-06-19 12:08:19"}
{"amount": "5-7%", "attrs": {"action": "Watch endowments announcing spending cuts as potential replacement-risk accounts: liquidity and drawdown tolerance may be changing faster than stated policy allocations.", "pattern": "Spending cuts are a high-signal public marker that endowment return assumptions and liquidity planning are under pressure.", "sme_verify": "Did the spending cut trigger portfolio changes, manager replacement, pacing reductions, or only institutional-budget action?", "source_path": "https://www.ft.com/content/55b8f7db-7142-413b-8565-f96b65da3bd5"}, "confidence": 0.94, "created_at": "2026-06-19 12:08:19", "deadline": null, "id": "spending-cut-princeton-university-liquidity-endowment-spending-2026-02-03-planned", "next_review": null, "signal_date": "2026-02-03", "signal_type": "spending_cut", "status": "planned", "strategy": "liquidity / endowment spending", "subject_id": "princeton-university", "subject_name": "Princeton University", "subject_type": "university_endowment", "updated_at": "2026-06-19 12:08:19"}
{"amount": "", "attrs": {"action": "Prioritize private banks and family offices for liquid, transparent quant sleeves as PE/VC appetite weakens; lead with liquidity, risk control, and implementation readiness.", "pattern": "Private wealth leads hedge fund demand when clients want liquidity and diversification after private-market crowding.", "source_path": "data/recovered_loop_tick21_private_wealth_signals.json"}, "confidence": 0.88, "created_at": "2026-06-19 12:08:25", "deadline": null, "id": "wealth-channel-demand-private-banks-and-family-offices-hedge-funds-liquid-alternatives-2026-02-20-active", "next_review": null, "signal_date": "2026-02-20", "signal_type": "wealth_channel_demand", "status": "active", "strategy": "hedge funds / liquid alternatives", "subject_id": "private-banks-and-family-offices", "subject_name": "Private banks and family offices", "subject_type": "market", "updated_at": "2026-06-19 13:11:38"}
{"amount": "", "attrs": {"action": "For wealth and MFO channels, lead with systematic consistency, capacity, data lineage, and fee/liquidity clarity; quant is the cleanest strategy-demand wedge.", "pattern": "When quant is the most preferred hedge-fund strategy, distribution should separate systematic alpha from generic hedge-fund allocation.", "source_path": "https://www.businessinsider.com/top-hedge-fund-strategies-allocators-love-for-2026-2026-2"}, "confidence": 0.88, "created_at": "2026-06-19 12:08:25", "deadline": null, "id": "strategy-demand-goldman-sachs-2026-allocator-survey-wealth-channels-quantitative-hedge-funds-2026-02-02-active", "next_review": null, "signal_date": "2026-02-02", "signal_type": "strategy_demand", "status": "active", "strategy": "quantitative hedge funds", "subject_id": "goldman-sachs-2026-allocator-survey-wealth-channels", "subject_name": "Goldman Sachs 2026 allocator survey wealth channels", "subject_type": "market", "updated_at": "2026-06-19 12:08:25"}
{"amount": "", "attrs": {"action": "Offer SMA-ready materials for private wealth, OCIO, and private-bank allocators: custom risk limits, transparency, reporting, liquidity, and operational controls.", "pattern": "Separate accounts are becoming the structural wrapper of choice for allocators seeking customization and control.", "source_path": "https://www.fnlondon.com/articles/new-hedge-funds-target-individual-investors-as-75-line-up-separate-accounts-963135aa"}, "confidence": 0.86, "created_at": "2026-06-19 12:08:25", "deadline": null, "id": "wealth-channel-structure-sma-allocators-sma-backed-hedge-fund-launches-2026-04-22-active", "next_review": null, "signal_date": "2026-04-22", "signal_type": "wealth_channel_structure", "status": "active", "strategy": "SMA-backed hedge fund launches", "subject_id": "sma-allocators", "subject_name": "SMA allocators", "subject_type": "lp", "updated_at": "2026-06-19 12:08:25"}
{"amount": "", "attrs": {"action": "Target family offices that are slowing private equity or venture allocations; pitch liquid systematic sleeves as a replacement or complement.", "pattern": "Liquidity rebalancing creates hedge-fund demand when private-market pacing or exit windows disappoint.", "sme_verify": "Which family offices have explicitly told advisers to research hedge funds instead of adding private equity?", "source_path": "https://www.fnlondon.com/articles/why-family-offices-private-banks-and-sovereign-wealth-funds-are-rushing-to-hedge-funds-a602967d"}, "confidence": 0.84, "created_at": "2026-06-19 12:08:25", "deadline": null, "id": "replacement-watch-family-offices-liquidity-rebalance-from-private-equity-venture-capital-to-hedge-funds-2026-02-20-active", "next_review": null, "signal_date": "2026-02-20", "signal_type": "replacement_watch", "status": "active", "strategy": "liquidity rebalance from private equity / venture capital to hedge funds", "subject_id": "family-offices", "subject_name": "Family offices", "subject_type": "lp", "updated_at": "2026-06-19 12:08:25"}
{"amount": "", "attrs": {"action": "Benchmark private-wealth quant pitches against liquid-alt ETF wrappers; emphasize where a hedge fund has differentiated alpha, customization, and risk controls versus packaged QIS.", "pattern": "Systematic alternatives are being repackaged into liquid wrappers suitable for advisor distribution.", "source_path": "https://www.barrons.com/articles/new-etf-hedge-funds-masses-blackrock-ff807e10"}, "confidence": 0.7, "created_at": "2026-06-19 12:08:25", "deadline": null, "id": "wealth-channel-structure-blackrock-systematic-systematic-alternatives-etf-liquid-alternatives-2026-02-11-active", "next_review": null, "signal_date": "2026-02-11", "signal_type": "wealth_channel_structure", "status": "active", "strategy": "systematic alternatives ETF / liquid alternatives", "subject_id": "blackrock-systematic", "subject_name": "BlackRock Systematic", "subject_type": "vendor", "updated_at": "2026-06-19 12:08:25"}
{"amount": "", "attrs": {"action": "Map iCapital as the distribution rail for private-bank hedge-fund access; make quant hedge-fund materials platform-compatible with clean fees, liquidity, subscription workflow, advisor FAQ, and diligence packet.", "pattern": "Private-wealth alternatives platforms consolidate access rails, so manager distribution shifts from bilateral private-bank pitching to platform-ready packaging.", "source_path": "data/recovered_loop_tick21_private_wealth_signals.json"}, "confidence": 0.83, "created_at": "2026-06-19 12:08:25", "deadline": null, "id": "distribution-channel-change-citi-wealth-and-icapital-private-wealth-alternatives-distribution-2025-05-13-active", "next_review": null, "signal_date": "2025-05-13", "signal_type": "distribution_channel_change", "status": "active", "strategy": "private wealth alternatives distribution", "subject_id": "citi-wealth-and-icapital", "subject_name": "Citi Wealth and iCapital", "subject_type": "vendor", "updated_at": "2026-06-19 13:11:38"}
{"amount": "", "attrs": {"action": "Use NEPC as an institutional consultant gatekeeper for hedge fund manager search, especially where allocations flow through endowments, healthcare, pensions, or OCIO mandates.", "pattern": "Consultant-led alternatives diligence can determine which managers enter the allocator search set before any public RFP appears.", "source_path": "https://www.nepc.com/"}, "confidence": 0.91, "created_at": "2026-06-19 12:08:31", "deadline": null, "id": "consultant-gatekeeper-nepc-alternatives-consulting-ocio-active", "next_review": null, "signal_date": null, "signal_type": "consultant_gatekeeper", "status": "active", "strategy": "alternatives consulting / OCIO", "subject_id": "nepc", "subject_name": "NEPC", "subject_type": "vendor", "updated_at": "2026-06-19 12:08:31"}
{"amount": "", "attrs": {"action": "Use Wilshire as a consultant channel for alternative-asset and hedge-fund-adjacent manager selection across institutional and intermediary relationships.", "pattern": "Manager-search and OCIO platforms are hidden influencers over allocator shortlists.", "source_path": "https://www.wilshire.com/"}, "confidence": 0.9, "created_at": "2026-06-19 12:08:31", "deadline": null, "id": "consultant-gatekeeper-wilshire-investment-consulting-ocio-alternative-assets-active", "next_review": null, "signal_date": null, "signal_type": "consultant_gatekeeper", "status": "active", "strategy": "investment consulting / OCIO / alternative assets", "subject_id": "wilshire", "subject_name": "Wilshire", "subject_type": "vendor", "updated_at": "2026-06-19 12:08:31"}
{"amount": "", "attrs": {"action": "Monitor Callan and adjacent RFP pipelines for institutional hedge fund searches; use consultant introductions to reach decision windows.", "pattern": "RFP visibility plus consultant coverage creates a near-term pitchability signal.", "sme_verify": "Ask a consultant SME whether RFP visibility or consultant introductions matter more.", "source_path": "data/recovered_loop_tick21_consultant_gap_signals.json"}, "confidence": 0.82, "created_at": "2026-06-19 12:08:31", "deadline": null, "id": "rfp-watch-callan-manager-evaluation-selection-alternatives-consulting-rfps-2026-q2-active", "next_review": null, "signal_date": "2026-Q2", "signal_type": "rfp_watch", "status": "active", "strategy": "manager evaluation & selection / alternatives consulting / RFPs", "subject_id": "callan", "subject_name": "Callan", "subject_type": "vendor", "updated_at": "2026-06-19 14:59:53"}
{"amount": "", "attrs": {"action": "Treat Verus, now operating through Cerity Partners, as an OCIO-led gatekeeper for allocator introductions and manager diligence.", "pattern": "OCIO consolidation can move investment decisions into delegated platforms where manager research teams are the real buyer.", "source_path": "https://ceritypartners.com/verus/"}, "confidence": 0.78, "created_at": "2026-06-19 12:08:31", "deadline": null, "id": "ocio-channel-verus-institutional-consulting-ocio-active", "next_review": null, "signal_date": null, "signal_type": "ocio_channel", "status": "active", "strategy": "institutional consulting / OCIO", "subject_id": "verus", "subject_name": "Verus", "subject_type": "vendor", "updated_at": "2026-06-19 12:08:31"}
{"amount": "", "attrs": {"action": "Use RVK relationships to reach corporate and public retirement systems with hedge fund allocation framing and portfolio-construction support.", "pattern": "Independent consultants can influence strategic allocation and manager search even without public mandate language.", "source_path": "https://www.rvkinc.com/"}, "confidence": 0.87, "created_at": "2026-06-19 12:08:31", "deadline": null, "id": "consultant-gatekeeper-rvk-institutional-investment-advice-strategic-allocation-active", "next_review": null, "signal_date": null, "signal_type": "consultant_gatekeeper", "status": "active", "strategy": "institutional investment advice / strategic allocation", "subject_id": "rvk", "subject_name": "RVK", "subject_type": "vendor", "updated_at": "2026-06-19 12:08:31"}
{"amount": "", "attrs": {"action": "Use Marquette's public-pension and private-capital visibility as a consultant access point; monitor related roundtables and public-fund agendas.", "pattern": "Consultant event visibility can reveal which public-fund staff and advisers are convening before allocation changes become visible.", "source_path": "https://www.marquetteassociates.com/"}, "confidence": 0.8, "created_at": "2026-06-19 12:08:31", "deadline": null, "id": "event-visibility-marquette-associates-public-pension-private-capital-consultant-access-2026-06-22-active", "next_review": null, "signal_date": "2026-06-22", "signal_type": "event_visibility", "status": "active", "strategy": "public pension / private capital consultant access", "subject_id": "marquette-associates", "subject_name": "Marquette Associates", "subject_type": "vendor", "updated_at": "2026-06-19 12:08:31"}
{"amount": "", "attrs": {"action": "Treat Hamilton Lane as a private-markets adjacency and education channel, not a primary hedge fund consultant.", "pattern": "Private-markets platforms matter for allocator intelligence because PE pacing, secondaries, and liquidity pressure often trigger hedge-fund replacement opportunities.", "source_path": "https://www.hamiltonlane.com/"}, "confidence": 0.71, "created_at": "2026-06-19 12:08:31", "deadline": null, "id": "private-markets-channel-hamilton-lane-private-markets-solutions-managed-solutions-active", "next_review": null, "signal_date": null, "signal_type": "private_markets_channel", "status": "active", "strategy": "private markets solutions / managed solutions", "subject_id": "hamilton-lane", "subject_name": "Hamilton Lane", "subject_type": "vendor", "updated_at": "2026-06-19 12:08:31"}
{"amount": "~A$250B AUM", "attrs": {"action": "Contact the allocator in the first 60 days after the new CIO takes over and frame quant hedge funds as liquid diversifiers that fit a post-transition review.", "pattern": "Incoming CIOs commonly reset external-manager relationships and reopen allocation conversations before the new operating cadence settles.", "source_path": "data/recovered_batches/extracted_tick10_swf_pensions.json"}, "confidence": 0.96, "created_at": "2026-06-19 12:14:49", "deadline": null, "id": "new-cio-future-fund-hedge-funds-external-managers-2026-07-01-active", "next_review": "2026-07-01", "signal_date": "2026-07-01", "signal_type": "new_cio", "status": "active", "strategy": "hedge funds / external managers", "subject_id": "future-fund", "subject_name": "Future Fund", "subject_type": "allocator", "updated_at": "2026-06-19 12:14:49"}
{"amount": "~S$434B portfolio", "attrs": {"source_path": "data/recovered_loop_tick23_pitch_windows.json"}, "confidence": 0.92, "created_at": "2026-06-19 12:14:49", "deadline": null, "id": "manager-search-temasek-holdings-multi-strategy-macro-hedge-funds-2026-04-01-active", "next_review": null, "signal_date": "2026-04-01", "signal_type": "manager_search", "status": "active", "strategy": "multi-strategy / macro hedge funds", "subject_id": "temasek-holdings", "subject_name": "Temasek Holdings", "subject_type": "allocator", "updated_at": "2026-06-20 19:44:45"}
{"amount": "~US$936B AUM; ~1.5% to hedge funds", "attrs": {"source_path": "data/recovered_loop_tick23_pitch_windows.json"}, "confidence": 0.84, "created_at": "2026-06-19 12:14:49", "deadline": null, "id": "personnel-change-gic-government-of-singapore-investment-corporation-hedge-funds-external-managers-2026-06-18-active", "next_review": null, "signal_date": "2026-06-18", "signal_type": "personnel_change", "status": "active", "strategy": "hedge funds / external managers", "subject_id": "gic-government-of-singapore-investment-corporation", "subject_name": "GIC (Government of Singapore Investment Corporation)", "subject_type": "allocator", "updated_at": "2026-06-20 19:44:45"}
{"amount": "~US$78B AUM", "attrs": {"action": "Use the private-equity pullback as an opening for liquid diversifiers, faster-redeeming quant sleeves, and portfolio-completion pitches.", "pattern": "When an allocator rethinks private-equity exposure, liquid alpha and hedge-fund sleeves often become the easiest release valve for pacing and liquidity pressure.", "source_path": "sources/raw/pionline-hedge-funds-2026-06.txt"}, "confidence": 0.67, "created_at": "2026-06-19 12:14:49", "deadline": null, "id": "allocation-shift-alaska-permanent-fund-corporation-liquid-alternatives-hedge-funds-2026-06-18-active", "next_review": null, "signal_date": "2026-06-18", "signal_type": "allocation_shift", "status": "active", "strategy": "liquid alternatives / hedge funds", "subject_id": "alaska-permanent-fund-corporation", "subject_name": "Alaska Permanent Fund Corporation", "subject_type": "allocator", "updated_at": "2026-06-19 12:14:49"}
{"amount": "", "attrs": {"action": "Anchor large-pension hedge-fund discussions on performance-linked fees and fee reform, not standard 2-and-20 economics.", "pattern": "Public pensions that push fee reform signal that headline alpha is not enough; managers must justify economics, transparency, and implementation value.", "sme_verify": "Ask SME how much TRS-style fee reform actually altered allocations versus just negotiated terms.", "source_path": "/Users/pierre/consulting/stateofai-intel/data/recovered_batches/extracted_tick10_lps.json"}, "confidence": 0.82, "created_at": "2026-06-19 12:55:06", "deadline": null, "id": "fee-pressure-teacher-retirement-system-of-texas-trs-hedge-fund-fee-structure-2016-historical", "next_review": null, "signal_date": "2016", "signal_type": "fee_pressure", "status": "historical", "strategy": "hedge fund fee structure", "subject_id": "teacher-retirement-system-of-texas-trs", "subject_name": "Teacher Retirement System of Texas (TRS)", "subject_type": "allocator", "updated_at": "2026-06-19 12:55:06"}
{"amount": "~$800B AUM", "attrs": {"action": "Pitch systematic, macro, and multistrategy managers into the CIO transition; Arne Hassell's Goldman hedge-fund-strategies background is the routing clue for a cleaner external-manager reset.", "pattern": "A sovereign allocator that hires a CIO from hedge fund strategies tends to reopen external-manager conversations and weight liquid, institutionally run strategies more heavily.", "source_path": "data/recovered_batches/extracted_tick10_swf_pensions.json"}, "confidence": 0.88, "created_at": "2026-06-19 12:55:06", "deadline": null, "id": "personnel-change-kuwait-investment-authority-hedge-funds-external-managers-2026-06-18-active", "next_review": null, "signal_date": "2026-06-18", "signal_type": "personnel_change", "status": "active", "strategy": "hedge funds / external managers", "subject_id": "kuwait-investment-authority", "subject_name": "Kuwait Investment Authority", "subject_type": "allocator", "updated_at": "2026-06-19 12:55:06"}
{"amount": "~$475B AUM", "attrs": {"action": "Use the QIA Advisory APAC and Industrials reshuffle to reach the regional decision makers; lead with liquid quant and macro sleeves that can fit a global allocator with Doha, New York, and Singapore coverage.", "pattern": "Regional coverage changes inside a sovereign fund create a practical pitch window even without a public RFP.", "source_path": "data/recovered_batches/extracted_tick10_swf_pensions.json"}, "confidence": 0.87, "created_at": "2026-06-19 12:55:06", "deadline": null, "id": "personnel-change-qatar-investment-authority-hedge-funds-external-managers-2026-06-18-active", "next_review": null, "signal_date": "2026-06-18", "signal_type": "personnel_change", "status": "active", "strategy": "hedge funds / external managers", "subject_id": "qatar-investment-authority", "subject_name": "Qatar Investment Authority", "subject_type": "allocator", "updated_at": "2026-06-19 12:55:06"}
{"amount": "PE target 12-17%", "attrs": {"action": "Use the private-equity expansion and co-investment posture as a wedge for liquid diversifiers, managed-account quant, and macro implementations.", "pattern": "When a sovereign expands private-markets appetite, hedge-fund sleeves often become the easiest complement for pacing and liquidity management.", "source_path": "data/recovered_batches/extracted_tick10_lps.json"}, "confidence": 0.84, "created_at": "2026-06-19 12:55:06", "deadline": null, "id": "allocation-shift-abu-dhabi-investment-authority-liquid-alternatives-hedge-funds-2026-06-18-active", "next_review": null, "signal_date": "2026-06-18", "signal_type": "allocation_shift", "status": "active", "strategy": "liquid alternatives / hedge funds", "subject_id": "abu-dhabi-investment-authority", "subject_name": "Abu Dhabi Investment Authority", "subject_type": "allocator", "updated_at": "2026-06-19 12:55:06"}
{"amount": "~$925B AUM", "attrs": {"action": "Route pitches through the International Investments and MENA Investments leadership stack; use macro, liquid alternatives, and managed-account structures as complements to broader Vision 2030 capital deployment.", "pattern": "Division-specific ownership inside a mega-SWF is the closest thing to a standing manager-search map.", "source_path": "data/recovered_batches/extracted_tick10_swf_pensions.json"}, "confidence": 0.82, "created_at": "2026-06-19 12:55:06", "deadline": null, "id": "pitch-target-public-investment-fund-pif-multi-strategy-macro-hedge-funds-2026-06-18-active", "next_review": null, "signal_date": "2026-06-18", "signal_type": "pitch_target", "status": "active", "strategy": "multi-strategy / macro hedge funds", "subject_id": "public-investment-fund-pif", "subject_name": "Public Investment Fund (PIF)", "subject_type": "allocator", "updated_at": "2026-06-19 12:55:06"}
{"amount": "~NZ$80B AUM", "attrs": {"action": "Approach the external-mandates side of the co-CIO model with portable alpha, systematic, and managed-account proposals.", "pattern": "A co-CIO split that isolates external mandates usually yields an identifiable onboarding lane for hedge funds and liquid alternatives.", "source_path": "data/recovered_batches/extracted_tick10_swf_pensions.json"}, "confidence": 0.79, "created_at": "2026-06-19 12:55:06", "deadline": null, "id": "manager-onboarding-new-zealand-superannuation-fund-systematic-liquid-alternatives-2026-06-18-active", "next_review": null, "signal_date": "2026-06-18", "signal_type": "manager_onboarding", "status": "active", "strategy": "systematic / liquid alternatives", "subject_id": "new-zealand-superannuation-fund", "subject_name": "New Zealand Superannuation Fund", "subject_type": "allocator", "updated_at": "2026-06-19 12:55:06"}
{"amount": "", "attrs": {"action": "Treat the system as a review-window allocator: FY2024 investment gains materially supported net income, but the 2025 restructuring and prior CIO talent move create a natural opening to ask who owns external-manager review now and whether liquid alts or OCIO support are being reconsidered for volatility control.", "source_path": "data/recovered_batches/extracted_tick10_lps.json"}, "confidence": 0.68, "created_at": "2026-06-19 12:58:07", "deadline": null, "id": "review-window-mass-general-brigham-liquid-alternatives-quant-hedge-funds-2025-2026-monitor", "next_review": null, "signal_date": "2025-2026", "signal_type": "review_window", "status": "monitor", "strategy": "liquid alternatives / quant hedge funds", "subject_id": "mass-general-brigham", "subject_name": "Mass General Brigham", "subject_type": "healthcare_system", "updated_at": "2026-06-19 12:58:07"}
{"amount": "", "attrs": {"action": "Use Nicola da Roza as the operating gatekeeper and pitch liquid alts as portfolio-completion capital: mission-aligned, liquidity-aware, and suitable for downside buffering rather than return-chasing.", "source_path": "data/recovered_batches/extracted_tick10_alts_allocators.json"}, "confidence": 0.84, "created_at": "2026-06-19 12:58:07", "deadline": null, "id": "manager-search-st-jude-children-s-research-hospital-alsac-liquid-alternatives-hedge-funds-2026-active", "next_review": null, "signal_date": "2026", "signal_type": "manager_search", "status": "active", "strategy": "liquid alternatives / hedge funds", "subject_id": "st-jude-children-s-research-hospital-alsac", "subject_name": "St. Jude Children's Research Hospital ALSAC", "subject_type": "hospital_endowment", "updated_at": "2026-06-19 12:58:07"}
{"amount": "", "attrs": {"action": "Target May Ng with transparent, daily-liquid quant strategies that fit a health-focused foundation: low drawdown, explainability, and a clear role next to impact and mission investments.", "source_path": "data/recovered_batches/extracted_tick10_conferences.json"}, "confidence": 0.79, "created_at": "2026-06-19 12:58:07", "deadline": null, "id": "allocation-increase-robert-wood-johnson-foundation-liquid-alternatives-quant-hedge-funds-2026-06-active", "next_review": null, "signal_date": "2026-06", "signal_type": "allocation_increase", "status": "active", "strategy": "liquid alternatives / quant hedge funds", "subject_id": "robert-wood-johnson-foundation", "subject_name": "Robert Wood Johnson Foundation", "subject_type": "foundation", "updated_at": "2026-06-19 12:58:07"}
{"amount": "", "attrs": {"action": "Use Neal Graziano's long-tenure private-assets seat as the wedge: frame hedge funds as a stable portfolio-completion tool with liquidity and governance clarity, not as a tactical trade.", "source_path": "data/recovered_batches/extracted_tick10_alts_allocators.json"}, "confidence": 0.73, "created_at": "2026-06-19 12:58:07", "deadline": null, "id": "allocation-increase-w-k-kellogg-foundation-hedge-funds-liquid-alternatives-2026-active", "next_review": null, "signal_date": "2026", "signal_type": "allocation_increase", "status": "active", "strategy": "hedge funds / liquid alternatives", "subject_id": "w-k-kellogg-foundation", "subject_name": "W.K. Kellogg Foundation", "subject_type": "foundation", "updated_at": "2026-06-19 12:58:07"}
{"amount": "", "attrs": {"action": "Treat Caitlin Mooney as a high-value insurer gatekeeper: lead with capital efficiency, liquidity, and systematic or market-neutral sleeves that behave well inside a general-account framework.", "source_path": "data/recovered_batches/extracted_tick10_alts_allocators.json"}, "confidence": 0.86, "created_at": "2026-06-19 12:58:07", "deadline": null, "id": "gatekeeper-channel-aaa-auto-club-group-liquid-alternatives-hedge-funds-2025-2026-active", "next_review": null, "signal_date": "2025-2026", "signal_type": "gatekeeper_channel", "status": "active", "strategy": "liquid alternatives / hedge funds", "subject_id": "aaa-auto-club-group", "subject_name": "AAA Auto Club Group", "subject_type": "insurance_general_account", "updated_at": "2026-06-19 12:58:07"}
{"amount": "", "attrs": {"action": "Use Elizabeth Tulach's CIO seat to pitch consultant-friendly, risk-mitigating liquid alts: funded-status protection, volatility dampening, and low correlation, with implementation and fee discipline up front.", "source_path": "data/recovered_batches/extracted_tick10_european_allocators.json"}, "confidence": 0.66, "created_at": "2026-06-19 12:58:07", "deadline": null, "id": "allocation-review-boeing-company-pension-fund-liquid-alternatives-risk-mitigating-hedge-funds-2025-monitor", "next_review": null, "signal_date": "2025", "signal_type": "allocation_review", "status": "monitor", "strategy": "liquid alternatives / risk-mitigating hedge funds", "subject_id": "boeing-company-pension-fund", "subject_name": "Boeing Company Pension Fund", "subject_type": "corporate_pension", "updated_at": "2026-06-19 12:58:07"}
{"amount": "", "attrs": {"action": "Use Russell as a hidden healthcare-and-insurance gatekeeper: if the asset owner is delegated, the real buyer may be the OCIO team rather than the hospital, foundation, or insurer itself.", "source_path": "data/recovered_loop_tick12_hidden_gatekeepers.json"}, "confidence": 0.93, "created_at": "2026-06-19 12:58:07", "deadline": null, "id": "consultant-gatekeeper-russell-investments-ocio-consultant-gatekeeper-2025-2026-active", "next_review": null, "signal_date": "2025-2026", "signal_type": "consultant_gatekeeper", "status": "active", "strategy": "OCIO / consultant gatekeeper", "subject_id": "russell-investments", "subject_name": "Russell Investments", "subject_type": "vendor", "updated_at": "2026-06-19 12:58:07"}
{"amount": "", "attrs": {"action": "Treat Cambridge as a foundation and endowment gatekeeper: win the consultant first with manager-selection rigor, transparency, and a strong operating story, then the allocator conversation gets easier.", "source_path": "data/recovered_loop_tick12_hidden_gatekeepers.json"}, "confidence": 0.88, "created_at": "2026-06-19 12:58:07", "deadline": null, "id": "consultant-gatekeeper-cambridge-associates-alternatives-consulting-ocio-2025-2026-active", "next_review": null, "signal_date": "2025-2026", "signal_type": "consultant_gatekeeper", "status": "active", "strategy": "alternatives consulting / OCIO", "subject_id": "cambridge-associates", "subject_name": "Cambridge Associates", "subject_type": "vendor", "updated_at": "2026-06-19 12:58:07"}
{"amount": "", "attrs": {"action": "Use CAPTRUST for corporate-pension and foundation access: the pitch has to be implementation-oriented, fee-aware, and easy for fiduciary teams to diligence quickly.", "source_path": "data/recovered_loop_tick12_hidden_gatekeepers.json"}, "confidence": 0.84, "created_at": "2026-06-19 12:58:07", "deadline": null, "id": "ocio-channel-captrust-ocio-fiduciary-adviser-2025-2026-active", "next_review": null, "signal_date": "2025-2026", "signal_type": "ocio_channel", "status": "active", "strategy": "OCIO / fiduciary adviser", "subject_id": "captrust", "subject_name": "CAPTRUST", "subject_type": "vendor", "updated_at": "2026-06-19 12:58:07"}
{"amount": "$200+ billion combined", "attrs": {"action": "Treat the Chicago-area public pension RFP cluster as a Q2-Q4 2026 pitch window; monitor Callan/RFPnetworks and route systematic, macro, event-driven, and risk-mitigating hedge-fund proposals through board and consultant channels.", "pattern": "Clustered public-pension alternative-investment RFPs create a multi-buyer sales motion when consultant coverage and board agendas align.", "source_path": "data/recovered_loop_tick21_live_signals.json"}, "confidence": 0.82, "created_at": "2026-06-19 13:01:54", "deadline": null, "id": "rfp-open-chicago-pension-funds-multiple-municipal-teachers-state-universities-private-equity-private-credit-hedge-fund-searches-2026-q2-active", "next_review": null, "signal_date": "2026-Q2", "signal_type": "rfp_open", "status": "active", "strategy": "private equity, private credit, hedge fund searches", "subject_id": "chicago-pension-funds-multiple-municipal-teachers-state-universities", "subject_name": "Chicago Pension Funds (Multiple - Municipal, Teachers, State Universities)", "subject_type": "allocator", "updated_at": "2026-06-19 13:01:54"}
{"amount": "$100+ billion combined", "attrs": {"action": "Treat the Northeast pension FoF mandate as an active wrapper opportunity; pitch multi-manager selection, turnkey implementation, and liquid risk-control sleeves.", "pattern": "Regional pension consortia can consolidate small-plan hedge-fund demand into a single manager-selection or FoF gateway.", "source_path": "data/recovered_loop_tick21_live_signals.json"}, "confidence": 0.78, "created_at": "2026-06-19 13:01:54", "deadline": null, "id": "rfp-open-northeast-pension-consortium-hedge-fund-fund-of-funds-mandate-2026-04-01-active", "next_review": null, "signal_date": "2026-04-01", "signal_type": "rfp_open", "status": "active", "strategy": "hedge fund fund-of-funds mandate", "subject_id": "northeast-pension-consortium", "subject_name": "Northeast Pension Consortium", "subject_type": "allocator", "updated_at": "2026-06-19 13:01:54"}
{"amount": "$123 billion", "attrs": {"action": "Follow up on the managed-account platform RFP selection and pitch managers that fit PRIM's Portfolio Completion Strategies sleeve, especially transparent systematic and macro implementations.", "pattern": "A managed-account platform RFP is often upstream of manager onboarding because the platform creates infrastructure for prime broker, administrator, transparency, and risk controls.", "source_path": "data/recovered_loop_tick21_live_signals.json"}, "confidence": 0.9, "created_at": "2026-06-19 13:01:54", "deadline": null, "id": "search-active-massachusetts-pension-reserves-investment-management-board-massprim-hedge-fund-managed-account-platform-direct-hedge-funds-2026-02-20-active", "next_review": "2026-Q2", "signal_date": "2026-02-20", "signal_type": "search_active", "status": "active", "strategy": "hedge fund managed-account platform / direct hedge funds", "subject_id": "massachusetts-pension-reserves-investment-management-board-massprim", "subject_name": "Massachusetts Pension Reserves Investment Management Board (MassPRIM)", "subject_type": "allocator", "updated_at": "2026-06-19 13:01:54"}
{"amount": "Hedge funds 31% ($17.6B)", "attrs": {"action": "Pitch Harvard on non-correlated quant, long-short, multi-strategy, and credit sleeves with risk-off evidence and allocator-grade transparency.", "pattern": "When hedge funds drive a major endowment's performance and remain a large policy sleeve, manager selection is an ongoing search process even absent a public RFP.", "source_path": "data/recovered_loop_tick21_live_signals.json"}, "confidence": 0.88, "created_at": "2026-06-19 13:01:54", "deadline": null, "id": "search-active-harvard-university-endowment-uncorrelated-long-short-multi-strategy-and-credit-hedge-funds-2026-06-30-active", "next_review": null, "signal_date": "2026-06-30", "signal_type": "search_active", "status": "active", "strategy": "uncorrelated, long-short, multi-strategy, and credit hedge funds", "subject_id": "harvard-university-endowment", "subject_name": "Harvard University Endowment", "subject_type": "allocator", "updated_at": "2026-06-19 13:01:54"}
{"amount": "5% alternative allocation cap = $29 billion potential", "attrs": {"action": "Prepare GPIF database-ready manager materials: track record, risk metrics, ESG alignment, liquidity terms, and operational controls before a formal RFP opens.", "pattern": "Large public plans often use manager databases as the first gate before formal RFPs; getting database-ready before issuance matters.", "source_path": "data/recovered_loop_tick21_live_signals.json"}, "confidence": 0.89, "created_at": "2026-06-19 13:01:54", "deadline": null, "id": "search-active-gpif-japan-government-pension-investment-fund-alternatives-manager-database-future-rfp-preparation-2026-06-19-planned", "next_review": "2026-Q3", "signal_date": "2026-06-19", "signal_type": "search_active", "status": "planned", "strategy": "alternatives manager database / future RFP preparation", "subject_id": "gpif-japan-government-pension-investment-fund", "subject_name": "GPIF (Japan Government Pension Investment Fund)", "subject_type": "allocator", "updated_at": "2026-06-19 13:01:54"}
{"amount": "", "attrs": {"action": "Use Nicola da Roza as the operating gatekeeper and pitch liquid alts as mission-aligned portfolio-completion capital with downside-buffering and liquidity clarity.", "pattern": "Hospital-related endowments with alternatives infrastructure are often consultant-mediated but can still have direct investment staff who screen liquid diversifiers.", "source_path": "data/recovered_loop_tick31_healthcare_insurance_signals.json"}, "confidence": 0.84, "created_at": "2026-06-19 13:01:54", "deadline": null, "id": "search-active-st-jude-children-s-research-hospital-alsac-liquid-alternatives-hedge-funds-2026-active", "next_review": null, "signal_date": "2026", "signal_type": "search_active", "status": "active", "strategy": "liquid alternatives / hedge funds", "subject_id": "st-jude-children-s-research-hospital-alsac", "subject_name": "St. Jude Children's Research Hospital ALSAC", "subject_type": "hospital_endowment", "updated_at": "2026-06-19 13:01:54"}
{"amount": "", "attrs": {"action": "Pitch Vincent Delisle and the liquid-markets team with portable alpha, market-neutral equity, and macro sleeves that fit a total-portfolio allocator with a clean governance story.", "source_path": "data/recovered_batches/extracted_tick10_swf_pensions.json"}, "confidence": 0.84, "created_at": "2026-06-19 13:06:46", "deadline": null, "id": "allocation-review-cdpq-liquid-alternatives-systematic-strategies-2026-06-active", "next_review": null, "signal_date": "2026-06", "signal_type": "allocation_review", "status": "active", "strategy": "liquid alternatives / systematic strategies", "subject_id": "cdpq", "subject_name": "CDPQ", "subject_type": "pension_fund", "updated_at": "2026-06-19 13:06:46"}
{"amount": "", "attrs": {"action": "Route through Shavir Nagarwalla and frame liquid alts as a complement to the existing hedge-fund and ILS platform, emphasizing risk control, implementation quality, and low operational drag.", "source_path": "data/recovered_batches/extracted_tick10_lps.json"}, "confidence": 0.83, "created_at": "2026-06-19 13:06:46", "deadline": null, "id": "manager-search-ontario-teachers-pension-plan-otpp-hedge-funds-ils-systematic-diversifiers-2026-06-active", "next_review": null, "signal_date": "2026-06", "signal_type": "manager_search", "status": "active", "strategy": "hedge funds / ILS / systematic diversifiers", "subject_id": "ontario-teachers-pension-plan-otpp", "subject_name": "Ontario Teachers' Pension Plan (OTPP)", "subject_type": "public_pension", "updated_at": "2026-06-19 13:06:46"}
{"amount": "", "attrs": {"action": "Use the CIO transition to reopen conversations on managed accounts, systematic macro, and portable-alpha structures before the new investment regime hardens.", "source_path": "data/recovered_batches/extracted_tick10_swf_pensions.json"}, "confidence": 0.86, "created_at": "2026-06-19 13:06:46", "deadline": null, "id": "personnel-change-future-fund-systematic-liquid-alternatives-2026-06-active", "next_review": null, "signal_date": "2026-06", "signal_type": "personnel_change", "status": "active", "strategy": "systematic / liquid alternatives", "subject_id": "future-fund", "subject_name": "Future Fund", "subject_type": "public_pension", "updated_at": "2026-06-19 13:06:46"}
{"amount": "", "attrs": {"action": "Treat PGGM as the real buyer and pitch systematic equity or risk-premia products as manager-lineup refresh candidates rather than standalone hedge fund bets.", "source_path": "data/recovered_batches/extracted_tick10_lps.json"}, "confidence": 0.81, "created_at": "2026-06-19 13:06:46", "deadline": null, "id": "allocation-refresh-pfzw-systematic-equity-quant-hedge-funds-2026-06-monitor", "next_review": null, "signal_date": "2026-06", "signal_type": "allocation_refresh", "status": "monitor", "strategy": "systematic equity / quant hedge funds", "subject_id": "pfzw", "subject_name": "PFZW", "subject_type": "public_pension", "updated_at": "2026-06-19 13:06:46"}
{"amount": "", "attrs": {"action": "Use Amy Flikerski's external-portfolio-management remit to pitch differentiated systematic and multi-strategy managers that fit a relationship-driven external-manager program.", "source_path": "data/recovered_batches/extracted_tick10_lps.json"}, "confidence": 0.82, "created_at": "2026-06-19 13:06:46", "deadline": null, "id": "external-manager-review-cpp-investments-cppib-hedge-funds-external-portfolio-management-2026-06-active", "next_review": null, "signal_date": "2026-06", "signal_type": "external_manager_review", "status": "active", "strategy": "hedge funds / external portfolio management", "subject_id": "cpp-investments-cppib", "subject_name": "CPP Investments (CPPIB)", "subject_type": "public_pension", "updated_at": "2026-06-19 13:06:46"}
{"amount": "", "attrs": {"action": "Lead with capital efficiency, liquidity, and transparent risk budgets when approaching Janelle Woodward's multi-asset platform; pair market-neutral equity, macro, and overlay ideas with implementation detail.", "source_path": "data/recovered_batches/extracted_tick10_pe_allocators.json"}, "confidence": 0.79, "created_at": "2026-06-19 13:06:46", "deadline": null, "id": "general-account-pitch-allstate-investments-liquid-alternatives-capital-efficient-diversifiers-2026-06-active", "next_review": null, "signal_date": "2026-06", "signal_type": "general_account_pitch", "status": "active", "strategy": "liquid alternatives / capital-efficient diversifiers", "subject_id": "allstate-investments", "subject_name": "Allstate Investments", "subject_type": "insurance_general_account", "updated_at": "2026-06-19 13:06:46"}
{"amount": "", "attrs": {"action": "Target Woong Han with capital-preserving diversifiers that work inside an insurer balance sheet: systematic macro, market-neutral equity, and short-duration alternative credit.", "source_path": "data/recovered_batches/extracted_tick10_pe_allocators.json"}, "confidence": 0.8, "created_at": "2026-06-19 13:06:46", "deadline": null, "id": "general-account-pitch-hyundai-marine-fire-insurance-co-ltd-hedge-funds-liquid-alternatives-2026-06-active", "next_review": null, "signal_date": "2026-06", "signal_type": "general_account_pitch", "status": "active", "strategy": "hedge funds / liquid alternatives", "subject_id": "hyundai-marine-fire-insurance-co-ltd", "subject_name": "Hyundai Marine & Fire Insurance Co. Ltd.", "subject_type": "insurance_general_account", "updated_at": "2026-06-19 13:06:46"}
{"amount": "", "attrs": {"action": "Pitch Melissa Richlen with a governance-friendly quant sleeve that can sit next to mission, real-assets, and sustainable-investment exposures without creating operational noise.", "source_path": "data/recovered_batches/extracted_tick10_pe_allocators.json"}, "confidence": 0.78, "created_at": "2026-06-19 13:06:46", "deadline": null, "id": "foundation-allocation-the-john-d-and-catherine-t-macarthur-foundation-liquid-alternatives-quant-strategies-2026-06-active", "next_review": null, "signal_date": "2026-06", "signal_type": "foundation_allocation", "status": "active", "strategy": "liquid alternatives / quant strategies", "subject_id": "the-john-d-and-catherine-t-macarthur-foundation", "subject_name": "The John D. and Catherine T. MacArthur Foundation", "subject_type": "foundation", "updated_at": "2026-06-19 13:06:46"}
{"amount": "", "attrs": {"action": "Approach Jimmy C. Chang with transparent systematic sleeves, managed accounts, and lower-friction risk-premia products that can complement direct and discretionary private-market exposure.", "source_path": "data/recovered_batches/extracted_tick9_aima2025.json"}, "confidence": 0.8, "created_at": "2026-06-19 13:06:46", "deadline": null, "id": "family-office-reallocation-rockefeller-global-family-office-quant-systematic-liquid-alternatives-2026-06-active", "next_review": null, "signal_date": "2026-06", "signal_type": "family_office_reallocation", "status": "active", "strategy": "quant / systematic / liquid alternatives", "subject_id": "rockefeller-global-family-office", "subject_name": "Rockefeller Global Family Office", "subject_type": "family_office", "updated_at": "2026-06-19 13:06:46"}
{"amount": "", "attrs": {"action": "Use Aksia as the operational-due-diligence and hedge-fund screening route for insurers, endowments, and family offices that want specialist coverage before meeting managers directly.", "source_path": "data/recovered_loop_tick31_consultant_gatekeeper_people.json"}, "confidence": 0.89, "created_at": "2026-06-19 13:06:46", "deadline": null, "id": "gatekeeper-channel-aksia-hedge-fund-odd-gatekeeper-2026-06-active", "next_review": null, "signal_date": "2026-06", "signal_type": "gatekeeper_channel", "status": "active", "strategy": "hedge fund / ODD gatekeeper", "subject_id": "aksia", "subject_name": "Aksia", "subject_type": "consultant", "updated_at": "2026-06-19 13:06:46"}
{"amount": "", "attrs": {"action": "Use Yasir Mallick's public-markets remit to pitch implementation-oriented diversifiers: overlays, market-neutral, and systematic sleeves that fit a corporate pension governance frame.", "source_path": "data/recovered_batches/extracted_tick9_aima2025.json"}, "confidence": 0.73, "created_at": "2026-06-19 13:06:46", "deadline": null, "id": "corporate-pension-pitch-cibc-pension-plan-liquid-alternatives-implementation-heavy-diversifiers-2026-06-monitor", "next_review": null, "signal_date": "2026-06", "signal_type": "corporate_pension_pitch", "status": "monitor", "strategy": "liquid alternatives / implementation-heavy diversifiers", "subject_id": "cibc-pension-plan", "subject_name": "CIBC Pension Plan", "subject_type": "corporate_pension", "updated_at": "2026-06-19 13:06:46"}
{"amount": "", "attrs": {"action": "Target allocators with a two-layer stack: public answer engines for first-pass diligence, then enterprise copilots/search for internal committee work and sharing.", "chatbot_surfaces": ["Google AI Overviews", "Google AI Mode", "ChatGPT Search", "ChatGPT Deep Research", "Perplexity Answer Engine", "Microsoft 365 Copilot", "Glean Assistant", "Atlassian Rovo"], "pattern": "Allocator discovery is split between open-web answer engines and permission-aware internal copilots; winning only public SEO leaves the committee packet layer uncovered.", "source_path": "data/recovered_loop_tick34_aeo_enterprise_surfaces.json"}, "confidence": 0.92, "created_at": "2026-06-19 13:06:46", "deadline": null, "id": "decision-tool-usage-allocator-ai-diligence-stack-public-answer-engines-plus-enterprise-copilots-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "decision_tool_usage", "status": "active", "strategy": "public answer engines plus enterprise copilots", "subject_id": "allocator-ai-diligence-stack", "subject_name": "Allocator AI diligence stack", "subject_type": "market", "updated_at": "2026-06-19 13:06:46"}
{"amount": "", "attrs": {"action": "Publish indexable HTML first, then mirror into PDFs and spreadsheets so answer engines can cite, ingest, and verify the same evidence in multiple formats.", "chatbot_surfaces": ["Google AI Overviews", "Google AI Mode", "ChatGPT Search", "ChatGPT Deep Research", "Perplexity Answer Engine"], "pattern": "Public answer engines prefer grounded web pages, while research agents and committee workflows need file and table mirrors.", "source_path": "data/recovered_loop_tick34_aeo_enterprise_surfaces.json"}, "confidence": 0.95, "created_at": "2026-06-19 13:06:46", "deadline": null, "id": "answer-engine-channel-public-indexable-html-plus-pdf-and-spreadsheet-mirrors-aeo-geo-content-packaging-for-allocator-research-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "answer_engine_channel", "status": "active", "strategy": "AEO/GEO content packaging for allocator research", "subject_id": "public-indexable-html-plus-pdf-and-spreadsheet-mirrors", "subject_name": "Public indexable HTML plus PDF and spreadsheet mirrors", "subject_type": "market", "updated_at": "2026-06-19 13:06:46"}
{"amount": "", "attrs": {"action": "Treat Google Search/AI preferences, Microsoft Graph, enterprise connectors, and publisher partnerships as discovery gatekeepers; optimize the content and the permissions layer, not just the copy.", "chatbot_surfaces": ["Microsoft 365 Copilot", "Glean Assistant", "Atlassian Rovo", "Google AI Overviews", "ChatGPT Search"], "pattern": "Enterprise answer visibility depends on what tools can retrieve, not only what public pages say.", "source_path": "data/recovered_loop_tick34_aeo_enterprise_surfaces.json"}, "confidence": 0.89, "created_at": "2026-06-19 13:06:46", "deadline": null, "id": "gatekeeper-channel-enterprise-ai-connectors-microsoft-graph-glean-rovo-and-connected-app-retrieval-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "gatekeeper_channel", "status": "active", "strategy": "Microsoft Graph, Glean, Rovo, and connected app retrieval", "subject_id": "enterprise-ai-connectors", "subject_name": "Enterprise AI connectors", "subject_type": "vendor", "updated_at": "2026-06-19 13:06:46"}
{"amount": "", "attrs": {"action": "Avoid thin, AI-generated, or source-free pages; prioritize grounded evidence, dates, named entities, and primary-source links because cited sources can still be synthetic or weakly grounded.", "chatbot_surfaces": ["Google AI Overviews", "ChatGPT Deep Research", "Perplexity Answer Engine", "Microsoft 365 Copilot", "Glean Assistant"], "pattern": "AI-generated-source risk can contaminate answer-engine citations, so high-integrity primary-source pages and explicit provenance become a defensive advantage.", "source_path": "data/recovered_loop_tick34_aeo_enterprise_surfaces.json"}, "confidence": 0.84, "created_at": "2026-06-19 13:06:46", "deadline": null, "id": "content-risk-thin-or-weakly-grounded-ai-generated-finance-pages-aeo-geo-risk-control-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "content_risk", "status": "active", "strategy": "AEO/GEO risk control", "subject_id": "thin-or-weakly-grounded-ai-generated-finance-pages", "subject_name": "Thin or weakly grounded AI-generated finance pages", "subject_type": "market", "updated_at": "2026-06-19 13:06:46"}
{"amount": "", "attrs": {"action": "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.", "chatbot_surfaces": ["Google AI Overviews", "Google AI Mode", "ChatGPT Search", "ChatGPT Deep Research", "Perplexity Answer Engine", "Microsoft 365 Copilot", "Glean Assistant", "Atlassian Rovo"], "pattern": "A research hub with page, memo, table, risk, and factsheet surfaces gives both public answer engines and internal copilots enough material to cite and reuse.", "source_path": "data/recovered_loop_tick34_aeo_enterprise_surfaces.json"}, "confidence": 0.93, "created_at": "2026-06-19 13:06:46", "deadline": null, "id": "publication-strategy-quant-hedge-fund-public-research-hub-allocator-diligence-publication-stack-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "publication_strategy", "status": "active", "strategy": "allocator diligence publication stack", "subject_id": "quant-hedge-fund-public-research-hub", "subject_name": "Quant hedge fund public research hub", "subject_type": "market", "updated_at": "2026-06-19 13:06:46"}
{"amount": "", "attrs": {"action": "Use this as a fee-objection template: public allocators may press hedge funds to stop charging incentive fees for cash-like returns and adopt cash hurdles.", "pattern": "When short rates are high, LPs push to pay incentive fees only above Treasury-bill carry, not on easy beta.", "sme_verify": "Check the open letter headline, signatory mix, and cash-hurdle language in the source.", "source_path": "https://www.marketwatch.com/story/hedge-funds-should-stop-charging-fees-for-skill-less-returns-top-investors-say-d63b6d56", "source_url": "https://www.marketwatch.com/story/hedge-funds-should-stop-charging-fees-for-skill-less-returns-top-investors-say-d63b6d56"}, "confidence": 0.95, "created_at": "2026-06-19 13:08:46", "deadline": null, "id": "fee-renegotiation-29-institution-lp-coalition-cash-hurdle-fee-model-2024-06-03-historical", "next_review": null, "signal_date": "2024-06-03", "signal_type": "fee_renegotiation", "status": "historical", "strategy": "cash-hurdle fee model", "subject_id": "29-institution-lp-coalition", "subject_name": "29-institution LP coalition", "subject_type": "allocator_cohort", "updated_at": "2026-06-19 13:08:46"}
{"amount": "", "attrs": {"action": "Use ExodusPoint as a concrete case where weak performance and investor pressure forced a fee and liquidity reset; prepare cash-hurdle and lockup answers in pitch materials.", "pattern": "Subpar returns plus antsy LPs can force a reset of fees and liquidity terms, especially at multimanager funds.", "sme_verify": "Verify the firm name, cash-hurdle terms, and performance context in the article.", "source_path": "https://www.wsj.com/finance/investing/investors-in-hedge-funds-extract-lower-fees-for-subpar-returns-df29cf49", "source_url": "https://www.wsj.com/finance/investing/investors-in-hedge-funds-extract-lower-fees-for-subpar-returns-df29cf49"}, "confidence": 0.96, "created_at": "2026-06-19 13:08:46", "deadline": null, "id": "fee-renegotiation-exoduspoint-capital-management-cash-hurdle-fee-model-2024-09-10-historical", "next_review": null, "signal_date": "2024-09-10", "signal_type": "fee_renegotiation", "status": "historical", "strategy": "cash-hurdle fee model", "subject_id": "exoduspoint-capital-management", "subject_name": "ExodusPoint Capital Management", "subject_type": "fund", "updated_at": "2026-06-19 13:08:46"}
{"amount": "", "attrs": {"action": "Use Scion as an SME-checkable liquidity-story example: controversial trades can be right eventually but still create redemption pressure before the thesis plays out.", "pattern": "A painful mark-to-market drawdown or controversial trade can trigger redemption pressure, forcing a liquidity defense before the thesis plays out.", "sme_verify": "Check that the source ties Burry's fund to investor withdrawals and the eventual shutdown of Scion Capital.", "source_path": "https://www.vanityfair.com/news/2010/04/wall-street-excerpt-201004", "source_url": "https://www.vanityfair.com/news/2010/04/wall-street-excerpt-201004"}, "confidence": 0.84, "created_at": "2026-06-19 13:08:46", "deadline": null, "id": "gate-lockup-scion-capital-discretionary-event-driven-subprime-short-2010-04-01-historical", "next_review": null, "signal_date": "2010-04-01", "signal_type": "gate_lockup", "status": "historical", "strategy": "discretionary event-driven / subprime short", "subject_id": "scion-capital", "subject_name": "Scion Capital", "subject_type": "fund", "updated_at": "2026-06-19 13:08:46"}
{"amount": "", "attrs": {"action": "Use the 2016 closure wave as a reminder that underperformance and fee pressure can move allocators toward scale, liquidity, and passive substitutes.", "pattern": "Persistent underperformance and fee pressure compress the long tail of small managers first, then shift allocators toward scale and liquidity.", "sme_verify": "Check the closure count, fee compression figures, and the passive-strategy explanation in the article.", "source_path": "https://www.axios.com/2017/12/15/more-than-1k-hedge-funds-closed-last-year-the-most-since-2008-1513301013", "source_url": "https://www.axios.com/2017/12/15/more-than-1k-hedge-funds-closed-last-year-the-most-since-2008-1513301013"}, "confidence": 0.93, "created_at": "2026-06-19 13:08:46", "deadline": null, "id": "underperformer-replacement-hedge-fund-industry-discretionary-hedge-funds-2017-03-17-historical", "next_review": null, "signal_date": "2017-03-17", "signal_type": "underperformer_replacement", "status": "historical", "strategy": "discretionary hedge funds", "subject_id": "hedge-fund-industry", "subject_name": "Hedge fund industry", "subject_type": "industry", "updated_at": "2026-06-19 13:08:46"}
{"amount": "", "attrs": {"action": "Use this as a public-governance objection: once hedge-fund fees become a campaign or board issue, quant pitches must preempt passive ETF comparisons and fee optics.", "pattern": "Once hedge-fund fees become an election issue, diversification alone is no longer a sufficient defense.", "sme_verify": "Check the cited 2018 CAFR and the campaign coverage referenced by the source page.", "source_path": "https://en.wikipedia.org/wiki/New_York_State_Common_Retirement_Fund", "source_url": "https://en.wikipedia.org/wiki/New_York_State_Common_Retirement_Fund"}, "confidence": 0.73, "created_at": "2026-06-19 13:08:46", "deadline": null, "id": "public-board-debate-new-york-state-common-retirement-fund-discretionary-hedge-funds-2018-10-30-historical", "next_review": null, "signal_date": "2018-10-30", "signal_type": "public_board_debate", "status": "historical", "strategy": "discretionary hedge funds", "subject_id": "new-york-state-common-retirement-fund", "subject_name": "New York State Common Retirement Fund", "subject_type": "public_pension", "updated_at": "2026-06-19 13:08:46"}
{"amount": "", "attrs": {"action": "Use this critique as a diligence red-team: explain why a quant hedge fund is not just another expensive, consultant-driven complexity layer.", "pattern": "Consultant-led strategy reviews can precede rotation away from expensive alts toward simpler, cheaper index exposure.", "sme_verify": "Check the study claims about costs, performance, and consultant incentives in the source article.", "source_path": "https://www.marketwatch.com/story/big-endowments-are-heavily-invested-in-hedge-funds-and-other-alts-theyve-been-an-expensive-waste-study-finds-1bc90b54", "source_url": "https://www.marketwatch.com/story/big-endowments-are-heavily-invested-in-hedge-funds-and-other-alts-theyve-been-an-expensive-waste-study-finds-1bc90b54"}, "confidence": 0.89, "created_at": "2026-06-19 13:08:46", "deadline": null, "id": "consultant-driven-strategy-review-large-university-endowments-alternative-investments-2025-02-26-historical", "next_review": null, "signal_date": "2025-02-26", "signal_type": "consultant_driven_strategy_review", "status": "historical", "strategy": "alternative investments", "subject_id": "large-university-endowments", "subject_name": "Large university endowments", "subject_type": "endowment_allocator", "updated_at": "2026-06-19 13:08:46"}
{"amount": "", "attrs": {"action": "Use AQR's liquid-alts/alternative-beta history to explain the systematic wrapper path: hedge-fund-like exposures can be packaged with more transparency and lower friction.", "pattern": "When allocators want hedge-fund beta without hedge-fund friction, managers package systematic exposures into liquid wrappers.", "sme_verify": "Check the product-launch date and the description of AQR's systematic/liquid-alts push in the source page.", "source_path": "https://en.wikipedia.org/wiki/AQR_Capital_Management", "source_url": "https://en.wikipedia.org/wiki/AQR_Capital_Management"}, "confidence": 0.84, "created_at": "2026-06-19 13:08:46", "deadline": null, "id": "systematic-shift-aqr-capital-management-alternative-beta-liquid-alternatives-2018-04-05-historical", "next_review": null, "signal_date": "2018-04-05", "signal_type": "systematic_shift", "status": "historical", "strategy": "alternative beta / liquid alternatives", "subject_id": "aqr-capital-management", "subject_name": "AQR Capital Management", "subject_type": "fund", "updated_at": "2026-06-19 13:08:46"}
{"amount": "", "attrs": {"action": "Treat iCapital as an alternatives distribution gatekeeper for private banks, RIAs, and family offices; prepare platform-compatible fund data, subscription docs, education copy, and advisor-facing comparison tables.", "pattern": "A platform rail controls whether an advisor can operationally recommend a hedge fund even if the investment thesis is strong.", "sme_verify": "Does platform compatibility gate recommendation before direct manager outreach?", "source_path": "data/recovered_loop_tick21_private_wealth_channels.json"}, "confidence": 0.86, "created_at": "2026-06-19 13:11:38", "deadline": null, "id": "gatekeeper-channel-icapital-wealth-platform-alternatives-rails-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "gatekeeper_channel", "status": "active", "strategy": "wealth platform / alternatives rails", "subject_id": "icapital", "subject_name": "iCapital", "subject_type": "vendor", "updated_at": "2026-06-19 15:39:14"}
{"amount": "", "attrs": {"action": "Use CAIS as an RIA/advisor-access route for liquid alternatives and hedge-fund education; package systematic strategies with advisor training, risk summaries, and model-portfolio fit.", "pattern": "Advisor platforms turn alternatives access into workflow, education, and model-portfolio compatibility problems rather than only performance-selection problems.", "source_path": "data/recovered_loop_tick21_private_wealth_channels.json"}, "confidence": 0.82, "created_at": "2026-06-19 13:11:38", "deadline": null, "id": "gatekeeper-channel-cais-advisor-alternatives-platform-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "gatekeeper_channel", "status": "active", "strategy": "advisor alternatives platform", "subject_id": "cais", "subject_name": "CAIS", "subject_type": "vendor", "updated_at": "2026-06-19 13:11:38"}
{"amount": "", "attrs": {"action": "Target family offices that are slowing private equity or venture allocations; pitch liquid systematic sleeves as a replacement or complement with fast diligence and lower capital-call uncertainty.", "pattern": "A family-office slowdown in PE/VC pacing can become an immediate liquid-alternatives search if the CIO wants optionality and faster redeployment.", "sme_verify": "Which family offices have explicitly told advisers to research hedge funds instead of adding private equity?", "source_path": "data/recovered_loop_tick21_private_wealth_signals.json"}, "confidence": 0.84, "created_at": "2026-06-19 13:11:38", "deadline": null, "id": "family-office-reallocation-family-offices-liquidity-rebalance-from-private-equity-venture-capital-to-hedge-funds-2026-02-20-active", "next_review": null, "signal_date": "2026-02-20", "signal_type": "family_office_reallocation", "status": "active", "strategy": "liquidity rebalance from private equity / venture capital to hedge funds", "subject_id": "family-offices", "subject_name": "Family offices", "subject_type": "market", "updated_at": "2026-06-19 13:11:38"}
{"amount": "", "attrs": {"action": "Treat J.P. Morgan Private Bank as a private-wealth allocator route; pitch through advisor-friendly materials and family-office-ready comparisons versus QIS, liquid alts, and SMAs.", "pattern": "Private banks can intermediate hedge-fund demand from UHNW and family-office clients before direct manager meetings occur.", "sme_verify": "Is the public surface a real family-office research route or just generic private-bank content?", "source_path": "data/recovered_loop_tick21_private_wealth_channels.json"}, "confidence": 0.74, "created_at": "2026-06-19 13:11:38", "deadline": null, "id": "gatekeeper-channel-j-p-morgan-private-bank-private-bank-wealth-allocator-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "gatekeeper_channel", "status": "active", "strategy": "private bank / wealth allocator", "subject_id": "j-p-morgan-private-bank", "subject_name": "J.P. Morgan Private Bank", "subject_type": "vendor", "updated_at": "2026-06-19 15:39:14"}
{"amount": "", "attrs": {"action": "Target family offices through UBS-style allocation research and UHNW advisor channels; frame quant as a liquid diversifier in strategic allocation reviews.", "pattern": "Family-office demand is real but incomplete: UBS-style reports show strategic allocation changes while private-markets exposure gaps keep families looking for liquid and AI-adjacent alternatives.", "sme_verify": "Which UBS report or event page is the best proof that the family-office channel is live and current?", "source_path": "data/recovered_loop_tick36_private_wealth_platform_signals.json"}, "confidence": 0.9, "created_at": "2026-06-19 13:17:15", "deadline": null, "id": "wealth-channel-demand-ubs-global-wealth-management-family-office-and-uhnw-family-office-allocation-research-private-wealth-alternatives-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "wealth_channel_demand", "status": "active", "strategy": "family-office allocation research / private wealth alternatives", "subject_id": "ubs-global-wealth-management-family-office-and-uhnw", "subject_name": "UBS Global Wealth Management / Family Office and UHNW", "subject_type": "vendor", "updated_at": "2026-06-19 17:31:28"}
{"amount": "", "attrs": {"action": "Package hedge-fund-like exposure in advisor-friendly wrappers: model-portfolio fit, SMA compatibility, risk summaries, and public/private allocation language.", "pattern": "Model portfolios, SMAs, interval funds, and feeder-fund platform sales are replacing direct fund-by-fund distribution as the preferred route into wealth channels.", "sme_verify": "Which Morningstar Wealth workflow decides shelf fit and implementation fit for a new strategy?", "source_path": "data/recovered_loop_tick36_private_wealth_platform_signals.json"}, "confidence": 0.92, "created_at": "2026-06-19 13:17:15", "deadline": null, "id": "distribution-channel-change-morningstar-wealth-model-portfolios-public-private-advisor-wrappers-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "distribution_channel_change", "status": "active", "strategy": "model portfolios / public-private advisor wrappers", "subject_id": "morningstar-wealth", "subject_name": "Morningstar Wealth", "subject_type": "vendor", "updated_at": "2026-06-19 17:31:28"}
{"amount": "", "attrs": {"action": "Benchmark quant hedge-fund distribution against private-markets SMA wrappers; prepare managed-account, evergreen, and advisor-platform compatibility answers.", "pattern": "When major wealth platforms launch private-market SMAs, alternatives distribution shifts toward wrappers that solve access, education, and operations for advisors.", "sme_verify": "Is the wrapper approved at the advisor-platform level or only described in marketing materials?", "source_path": "data/recovered_loop_tick36_private_wealth_platforms_expanded.json"}, "confidence": 0.89, "created_at": "2026-06-19 13:17:15", "deadline": null, "id": "distribution-channel-change-morgan-stanley-wealth-management-blackrock-partners-group-sma-wrapper-private-markets-sma-alternatives-wrapper-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "distribution_channel_change", "status": "active", "strategy": "private markets SMA / alternatives wrapper", "subject_id": "morgan-stanley-wealth-management-blackrock-partners-group-sma-wrapper", "subject_name": "Morgan Stanley Wealth Management / BlackRock / Partners Group SMA wrapper", "subject_type": "vendor", "updated_at": "2026-06-19 15:39:14"}
{"amount": "", "attrs": {"action": "Work MFO and shared-family-office networks as referral multipliers; create education materials and diligence packets that wealth firms can reuse with multiple families.", "pattern": "Family offices and multifamily wealth firms organize around B2B networks, standards, and strategic reallocation discussions rather than direct product sprawl.", "source_path": "data/recovered_loop_tick36_private_wealth_platforms_expanded.json"}, "confidence": 0.92, "created_at": "2026-06-19 13:17:15", "deadline": null, "id": "family-office-reallocation-family-wealth-alliance-mfo-network-referral-multiplier-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "family_office_reallocation", "status": "active", "strategy": "MFO network / referral multiplier", "subject_id": "family-wealth-alliance", "subject_name": "Family Wealth Alliance", "subject_type": "vendor", "updated_at": "2026-06-19 13:17:15"}
{"amount": "", "attrs": {"action": "Map RVK research and consultant leads to current public-pension/endowment search clients; prioritize differentiated quant/AI evidence packs for consultant database and research workflows.", "pattern": "RVK operates an institutional consultant channel where manager research and alternatives advisory work can shape allocator shortlists before a public RFP is visible.", "source_path": "https://www.rvkinc.com/", "source_url": "https://www.rvkinc.com/"}, "confidence": 0.92, "created_at": "2026-06-19 13:17:51", "deadline": null, "id": "gatekeeper-channel-rvk-investment-manager-research-alternatives-advisory-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "gatekeeper_channel", "status": "active", "strategy": "investment manager research / alternatives advisory", "subject_id": "rvk", "subject_name": "RVK", "subject_type": "consultant", "updated_at": "2026-06-19 13:17:51"}
{"amount": "", "attrs": {"action": "Treat Cerity as a consultant-platform pitch surface for allocator-friendly quant hedge-fund education, private wealth-compatible wrappers, and low-performer replacement narratives.", "pattern": "Cerity Partners institutional consulting explicitly covers allocators that can make or influence manager replacement and new-allocation decisions.", "source_path": "https://ceritypartners.com/solutions/institutional-consulting/", "source_url": "https://ceritypartners.com/solutions/institutional-consulting/"}, "confidence": 0.88, "created_at": "2026-06-19 13:17:51", "deadline": null, "id": "gatekeeper-channel-cerity-partners-institutional-consulting-institutional-consulting-ocio-family-office-advisory-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "gatekeeper_channel", "status": "active", "strategy": "institutional consulting / OCIO / family-office advisory", "subject_id": "cerity-partners-institutional-consulting", "subject_name": "Cerity Partners Institutional Consulting", "subject_type": "consultant", "updated_at": "2026-06-19 13:17:51"}
{"amount": "", "attrs": {"action": "Prepare Marquette-specific manager database materials and AI-readable research snippets; monitor public client agendas where Marquette appears for replacement-review timing.", "pattern": "Marquette exposes separate research-login and manager-login surfaces, indicating a control plane where manager materials and consultant research can shape search lists.", "source_path": "https://www.marquetteassociates.com/", "source_url": "https://www.marquetteassociates.com/"}, "confidence": 0.87, "created_at": "2026-06-19 13:17:51", "deadline": null, "id": "decision-tool-usage-marquette-associates-research-and-manager-portals-consultant-research-login-manager-database-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "decision_tool_usage", "status": "active", "strategy": "consultant research login / manager database", "subject_id": "marquette-associates-research-and-manager-portals", "subject_name": "Marquette Associates research and manager portals", "subject_type": "consultant", "updated_at": "2026-06-19 13:17:51"}
{"amount": "", "attrs": {"action": "Pitch systematic hedge funds or liquid diversifiers through the executive chain, not to a lone team.", "pattern": "GIC's Group Executive Committee is the highest management body and the Group CIO sits directly inside the executive decision stack.", "source_path": "https://www.gic.com.sg/who-we-are/"}, "confidence": 0.96, "created_at": "2026-06-19 13:19:13", "deadline": null, "id": "governance-route-gic-systematic-hedge-funds-liquid-diversifiers-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "governance_route", "status": "active", "strategy": "systematic hedge funds / liquid diversifiers", "subject_id": "gic", "subject_name": "GIC", "subject_type": "sovereign_wealth_fund", "updated_at": "2026-06-19 13:19:13"}
{"amount": "", "attrs": {"action": "Use the alternative-assets manager-registration system as the entry point for non-core strategies and build a database-ready packet.", "pattern": "GPIF formalized a manager-registration system for alternative assets and names a CIO-level executive for investment decisions.", "sme_verify": "Is alternative-asset registration the correct first-touch surface before any formal RFP?", "source_path": "data/recovered_loop_tick37_non_us_allocator_signals.json; data/recovered_loop_tick45_source_backfill_signals.json; data/recovered_loop_tick71_live_open_rfp_and_funding_cycle_targets.json"}, "confidence": 0.96, "created_at": "2026-06-19 13:19:13", "deadline": null, "id": "manager-registration-open-gpif-alternative-assets-separate-managed-accounts-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "manager_registration_open", "status": "active", "strategy": "alternative assets / separate managed accounts", "subject_id": "gpif", "subject_name": "GPIF", "subject_type": "public_pension", "updated_at": "2026-06-19 17:55:01"}
{"amount": "", "attrs": {"action": "Pitch hedge funds and managed futures as financial alternatives to ADIA's governance layer.", "pattern": "ADIA defines financial alternatives as hedge funds and managed futures and routes recommendations through an Investment Committee.", "source_path": "https://www.adia.ae/en/investments"}, "confidence": 0.95, "created_at": "2026-06-19 13:19:13", "deadline": null, "id": "governance-route-adia-hedge-funds-managed-futures-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "governance_route", "status": "active", "strategy": "hedge funds / managed futures", "subject_id": "adia", "subject_name": "ADIA", "subject_type": "sovereign_wealth_fund", "updated_at": "2026-06-19 13:19:13"}
{"amount": "", "attrs": {"action": "Lead with absolute-return, derivatives, and low-correlation risk management.", "pattern": "HOOPP openly operates a discretionary derivatives and alternative-investments team and says absolute-return strategies are meant to work in any market condition.", "source_path": "https://hoopp.com/investments/capital-markets/discretionary-derivatives-and-alternative-investments"}, "confidence": 0.96, "created_at": "2026-06-19 13:19:13", "deadline": null, "id": "strategy-demand-hoopp-absolute-return-derivatives-low-correlation-risk-management-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "strategy_demand", "status": "active", "strategy": "absolute return / derivatives / low-correlation risk management", "subject_id": "hoopp", "subject_name": "HOOPP", "subject_type": "public_pension", "updated_at": "2026-06-19 13:19:13"}
{"amount": "", "attrs": {"action": "Use the AC Investment Committee for liquidity, currency, and portfolio-construction conversations.", "pattern": "OMERS says its board committees monitor liquidity management, foreign currency strategy, and portfolio construction.", "source_path": "https://www.omers.com/annual-reporting"}, "confidence": 0.94, "created_at": "2026-06-19 13:19:13", "deadline": null, "id": "governance-route-omers-liquidity-currency-portfolio-construction-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "governance_route", "status": "active", "strategy": "liquidity / currency / portfolio construction", "subject_id": "omers", "subject_name": "OMERS", "subject_type": "public_pension", "updated_at": "2026-06-19 13:19:13"}
{"amount": "", "attrs": {"action": "Pitch through the Investment Committee and the incoming CIO transition window.", "pattern": "AustralianSuper's Investment Committee approves portfolio and asset-class strategies while Shaun Manuell is publicly named as the next CIO.", "source_path": "https://www.australiansuper.com/about-us/newsroom/2026/05/australiansuper-appoints-new-chief-investment-officer"}, "confidence": 0.95, "created_at": "2026-06-19 13:19:13", "deadline": "2026-07-01", "id": "personnel-change-australiansuper-liquid-diversifiers-external-manager-solutions-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "personnel_change", "status": "active", "strategy": "liquid diversifiers / external-manager solutions", "subject_id": "australiansuper", "subject_name": "AustralianSuper", "subject_type": "public_pension", "updated_at": "2026-06-19 13:19:13"}
{"amount": "", "attrs": {"action": "Use the CIO and group-management stack before escalating to the Supervisory Board.", "pattern": "ATP identifies the Supervisory Board as the supreme governing body and names a CIO inside Group Management.", "sme_verify": "Does ATP expose a current strategy sleeve size or only governance routing?", "source_path": "data/recovered_loop_tick37_non_us_allocator_signals.json; data/recovered_loop_tick37_non_us_allocator_committees.json; data/recovered_batches/extracted_tick10_european_allocators.json; docs/quant-pitch-calendar.md"}, "confidence": 0.93, "created_at": "2026-06-19 13:19:13", "deadline": null, "id": "governance-route-atp-systematic-liquid-alternatives-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "governance_route", "status": "active", "strategy": "systematic / liquid alternatives", "subject_id": "atp", "subject_name": "ATP", "subject_type": "public_pension", "updated_at": "2026-06-21 04:22:59"}
{"amount": "", "attrs": {"action": "Treat the Anlageausschuss as the advisory gate and Mikus as the principal executive owner; verify through primary KENFO sources before outreach.", "pattern": "KENFO's public record shows a three-person board and a separate investment/risk advisory committee with allocator experience.", "source_path": "https://de.wikipedia.org/wiki/Fonds_zur_Finanzierung_der_kerntechnischen_Entsorgung"}, "confidence": 0.75, "created_at": "2026-06-19 13:19:13", "deadline": null, "id": "governance-route-kenfo-alternative-allocation-investment-risk-governance-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "governance_route", "status": "monitor", "strategy": "alternative allocation / investment-risk governance", "subject_id": "kenfo", "subject_name": "KENFO", "subject_type": "public_pension", "updated_at": "2026-06-19 13:19:13"}
{"amount": "", "attrs": {"action": "Treat the general account as a scaled insurer balance sheet that can absorb diversifying sleeves; verify current investment leadership before outreach.", "pattern": "Sun Life's public record says sustainable-investing commitments span the General Account and third-party investments.", "source_path": "https://en.wikipedia.org/wiki/Sun_Life_Financial"}, "confidence": 0.71, "created_at": "2026-06-19 13:19:13", "deadline": null, "id": "general-account-pitch-sun-life-financial-diversifying-sleeves-insurer-balance-sheet-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "general_account_pitch", "status": "monitor", "strategy": "diversifying sleeves / insurer balance sheet", "subject_id": "sun-life-financial", "subject_name": "Sun Life Financial", "subject_type": "insurance_general_account", "updated_at": "2026-06-19 13:19:13"}
{"amount": "", "attrs": {"action": "Register and pitch APAC private-bank alternatives selectors in Hong Kong and Singapore; prepare advisor-ready quant and liquid-alts materials.", "pattern": "Alternatives Selection Nexus 2026 is a Hong Kong/Singapore business-matching forum for asset managers, private banks, and IAMs, with explicit register-now and sponsor/contact paths.", "source_path": "https://asianprivatebanker.com/events/"}, "confidence": 0.97, "created_at": "2026-06-19 13:27:16", "deadline": null, "id": "distribution-event-open-asian-private-banker-alternatives-selection-nexus-2026-apac-private-bank-alternatives-fund-selector-access-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "distribution_event_open", "status": "active", "strategy": "APAC private-bank alternatives / fund-selector access", "subject_id": "asian-private-banker-alternatives-selection-nexus-2026", "subject_name": "Asian Private Banker Alternatives Selection Nexus 2026", "subject_type": "conference", "updated_at": "2026-06-19 13:27:16"}
{"amount": "", "attrs": {"action": "Target fund selector leaders with quant hedge-fund and liquid-diversifier material built for private-bank shelves.", "pattern": "Funds Selection Nexus 2026 is positioned as a premier gathering for top fund selector leaders and a direct platform for select asset managers.", "source_path": "https://asianprivatebanker.com/events/"}, "confidence": 0.96, "created_at": "2026-06-19 13:27:16", "deadline": null, "id": "distribution-event-open-asian-private-banker-funds-selection-nexus-2026-apac-fund-selectors-private-bank-platforms-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "distribution_event_open", "status": "active", "strategy": "APAC fund selectors / private-bank platforms", "subject_id": "asian-private-banker-funds-selection-nexus-2026", "subject_name": "Asian Private Banker Funds Selection Nexus 2026", "subject_type": "conference", "updated_at": "2026-06-19 13:27:16"}
{"amount": "", "attrs": {"action": "Register and target CIOs, market heads, investment advisors, fund selectors, and relationship managers with private-bank-compatible quant sleeves.", "pattern": "APB Summit 2026 brings together 800+ private-wealth decision makers in Hong Kong and Singapore, including fund selectors, investment advisors, CIOs, market heads, and relationship managers.", "source_path": "https://asianprivatebanker.com/events/"}, "confidence": 0.95, "created_at": "2026-06-19 13:27:16", "deadline": null, "id": "distribution-event-open-asian-private-banker-summit-2026-private-banks-cios-relationship-managers-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "distribution_event_open", "status": "active", "strategy": "private banks / CIOs / relationship managers", "subject_id": "asian-private-banker-summit-2026", "subject_name": "Asian Private Banker Summit 2026", "subject_type": "conference", "updated_at": "2026-06-19 13:27:16"}
{"amount": "", "attrs": {"action": "Build a people-move watchlist for private-bank and family-office CIO changes; use transitions as pitch-window triggers and as AEO/GEO topics for who-moved-where coverage.", "pattern": "The intelligence feed reaches 10k+ private-banking, family-office, and investment professionals and surfaces leadership changes including Middle East coverage.", "sme_verify": "Which APB intel surface best exposes a fresh CIO move before the forum cycle turns?", "source_path": "docs/quant-pitch-calendar.md"}, "confidence": 0.9, "created_at": "2026-06-19 13:27:16", "deadline": null, "id": "people-move-monitor-asian-private-banker-intelligence-apac-private-bank-cio-transitions-people-moves-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "people_move_monitor", "status": "active", "strategy": "APAC private-bank CIO transitions / people moves", "subject_id": "asian-private-banker-intelligence", "subject_name": "Asian Private Banker intelligence", "subject_type": "vendor", "updated_at": "2026-06-19 15:47:37"}
{"amount": "", "attrs": {"action": "Register, sponsor, or seek speaker slots for Dubai, Singapore, and Hong Kong private wealth forums; tailor quant materials to HNW insurance, private capital, and independent wealth managers.", "pattern": "The public 2026 Hubbis schedule spans Dubai, Singapore, and Hong Kong forums, including Independent Wealth Management, HNW Insurance, Middle East Private Capital, and Wealth Planning/Structuring events.", "source_path": "https://pdf.hubbis.com/pdf/2026-events-public-forums.pdf"}, "confidence": 0.95, "created_at": "2026-06-19 13:27:16", "deadline": null, "id": "distribution-event-open-hubbis-2026-apac-and-middle-east-forums-private-wealth-insurance-ocio-private-capital-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "distribution_event_open", "status": "active", "strategy": "private wealth / insurance / OCIO / private capital", "subject_id": "hubbis-2026-apac-and-middle-east-forums", "subject_name": "Hubbis 2026 APAC and Middle East forums", "subject_type": "conference", "updated_at": "2026-06-19 13:27:16"}
{"amount": "", "attrs": {"action": "Use Hubbis registration, sponsorship, and speaker paths as direct access routes into Asian and Middle Eastern private-wealth decision makers.", "pattern": "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.", "source_path": "https://hubbis.com/"}, "confidence": 0.92, "created_at": "2026-06-19 13:27:16", "deadline": null, "id": "semi-open-gateway-hubbis-registration-sponsorship-speaking-private-wealth-event-access-speaking-path-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "semi_open_gateway", "status": "active", "strategy": "private wealth event access / speaking path", "subject_id": "hubbis-registration-sponsorship-speaking", "subject_name": "Hubbis registration / sponsorship / speaking", "subject_type": "vendor", "updated_at": "2026-06-19 13:27:16"}
{"amount": "", "attrs": {"action": "Qualify and pitch family-office forums with quant, liquid-alts, and co-investment-adjacent materials for SFO/MFO audiences.", "pattern": "Campden uses a qualification gate for family-office forums, with audiences described as 80-85% core decision makers; forums include family principals, SFOs, and MFOs.", "source_path": "https://campdenwealth.com/events"}, "confidence": 0.91, "created_at": "2026-06-19 13:27:16", "deadline": null, "id": "family-office-channel-campden-wealth-events-family-office-alternatives-qualified-forum-access-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "family_office_channel", "status": "active", "strategy": "family-office alternatives / qualified forum access", "subject_id": "campden-wealth-events", "subject_name": "Campden Wealth events", "subject_type": "conference", "updated_at": "2026-06-19 13:27:16"}
{"amount": "", "attrs": {"action": "Submit interest and use the public registration/login path for PIF's MENA External Managers Program.", "pattern": "PIF's Managers Gate is a public registration portal for the MENA External Managers Program; it seeks skilled and innovative managers across asset classes and exposes Register and Login links.", "source_path": "https://www.pif.gov.sa/en/managers-gate/"}, "confidence": 0.98, "created_at": "2026-06-19 13:27:16", "deadline": null, "id": "manager-registration-open-pif-managers-gate-mena-external-managers-program-external-manager-registration-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "manager_registration_open", "status": "active", "strategy": "MENA External Managers Program / external manager registration", "subject_id": "pif-managers-gate", "subject_name": "PIF Managers Gate", "subject_type": "sovereign_wealth_fund", "updated_at": "2026-06-19 13:27:16"}
{"amount": "", "attrs": {"action": "Monitor for allocator or procurement entry points, but do not treat it as a verified manager-registration portal.", "pattern": "ADIO emphasizes investor services, PPPs, and opportunity intake, with a contact flow to connect users to the right opportunity.", "source_path": "https://www.investwithabudhabi.com/"}, "confidence": 0.58, "created_at": "2026-06-19 13:27:16", "deadline": null, "id": "allocator-monitor-invest-with-abu-dhabi-adio-investor-services-ppp-opportunity-intake-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "allocator_monitor", "status": "monitor", "strategy": "investor services / PPP opportunity intake", "subject_id": "invest-with-abu-dhabi-adio", "subject_name": "Invest With Abu Dhabi / ADIO", "subject_type": "vendor", "updated_at": "2026-06-19 13:27:16"}
{"amount": "", "attrs": {"action": "Watch for balance-sheet allocation and partnership review signals; treat as strategic monitor rather than a direct pitch portal.", "pattern": "Mubadala public investor pages show bond, commercial paper, and sukuk programs, plus strategic partnerships in private credit and insurance.", "source_path": "https://www.mubadala.com/en"}, "confidence": 0.55, "created_at": "2026-06-19 13:27:16", "deadline": null, "id": "balance-sheet-monitor-mubadala-balance-sheet-and-strategic-partnership-monitor-balance-sheet-allocation-private-credit-insurance-partnerships-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "balance_sheet_monitor", "status": "monitor", "strategy": "balance-sheet allocation / private credit / insurance partnerships", "subject_id": "mubadala-balance-sheet-and-strategic-partnership-monitor", "subject_name": "Mubadala balance-sheet and strategic partnership monitor", "subject_type": "allocator", "updated_at": "2026-06-19 13:27:16"}
{"amount": "", "attrs": {"action": "Monitor monthly board and committee agendas, especially Investment Committee, performance/compensation/talent, and closed-session items.", "pattern": "Notices are posted 10 days before the first meeting; current June 15-17, 2026 meeting includes Investment Committee and CIO-selection activity.", "source_path": "https://www.calpers.ca.gov/about/board/board-meetings"}, "confidence": 0.98, "created_at": "2026-06-19 13:29:32", "deadline": null, "id": "agenda-monitor-calpers-board-meetings-board-and-investment-committee-agenda-monitoring-2026-06-15-active", "next_review": null, "signal_date": "2026-06-15", "signal_type": "agenda_monitor", "status": "active", "strategy": "board and investment committee agenda monitoring", "subject_id": "calpers-board-meetings", "subject_name": "CalPERS Board Meetings", "subject_type": "public_pension", "updated_at": "2026-06-19 13:29:32"}
{"amount": "", "attrs": {"action": "Watch investment consultant and manager-opportunity pages for contract expirations and new manager intake.", "pattern": "The site exposes public investment manager opportunities and a consultant/asset-manager roster; the consultant contract shown on the site expires June 30, 2026.", "source_path": "https://www.calpers.ca.gov/investments/investment-manager-opportunities"}, "confidence": 0.93, "created_at": "2026-06-19 13:29:32", "deadline": "2026-06-30", "id": "manager-opportunity-monitor-calpers-investment-manager-opportunities-investment-manager-opportunities-consultant-roster-2026-06-active", "next_review": null, "signal_date": "2026-06", "signal_type": "manager_opportunity_monitor", "status": "active", "strategy": "investment manager opportunities / consultant roster", "subject_id": "calpers-investment-manager-opportunities", "subject_name": "CalPERS Investment Manager Opportunities", "subject_type": "public_pension", "updated_at": "2026-06-19 13:29:32"}
{"amount": "", "attrs": {"action": "Monitor monthly board and committee packs for investment committee action, manager reviews, and closed-session items.", "pattern": "CTPF posts agenda, recording, and minutes by meeting; FY2026 includes Board, Finance and Audit, Health Insurance, and Investment Committee meetings.", "source_path": "https://www.ctpf.org/forms-publications/board-trustees-meeting-materials"}, "confidence": 0.96, "created_at": "2026-06-19 13:29:32", "deadline": null, "id": "agenda-monitor-chicago-teachers-pension-fund-board-materials-investment-committee-manager-review-monitoring-2026-06-11-active", "next_review": null, "signal_date": "2026-06-11", "signal_type": "agenda_monitor", "status": "active", "strategy": "investment committee / manager review monitoring", "subject_id": "chicago-teachers-pension-fund-board-materials", "subject_name": "Chicago Teachers' Pension Fund Board Materials", "subject_type": "public_pension", "updated_at": "2026-06-19 13:29:32"}
{"amount": "", "attrs": {"action": "Watch investment procurement pages for manager and consultant RFPs.", "pattern": "CTPF splits solicitations into Investment and Non-Investment Procurements and says investment advisers/managers are procured competitively.", "source_path": "https://www.ctpf.org/about-ctpf/procurement-service-providers"}, "confidence": 0.95, "created_at": "2026-06-19 13:29:32", "deadline": null, "id": "rfp-monitor-chicago-teachers-pension-fund-procurement-and-service-providers-investment-procurement-adviser-and-manager-rfps-2026-06-active", "next_review": null, "signal_date": "2026-06", "signal_type": "rfp_monitor", "status": "active", "strategy": "investment procurement / adviser and manager RFPs", "subject_id": "chicago-teachers-pension-fund-procurement-and-service-providers", "subject_name": "Chicago Teachers' Pension Fund Procurement and Service Providers", "subject_type": "public_pension", "updated_at": "2026-06-19 13:29:32"}
{"amount": "", "attrs": {"evidence_paths": ["data/intel.db", "data/recovered_loop_tick91_public_pension_seed_run_rows.json", "data/recovered_loop_tick84_account_priority_rescore.json"]}, "confidence": 0.99, "created_at": "2026-06-19 13:29:32", "deadline": "2026-07-15", "id": "search-active-nyc-bureau-of-asset-management-passive-indexing-manager-search-asset-manager-search-replacement-cycle-2026-06-12-active", "next_review": null, "signal_date": "2026-06-12", "signal_type": "search_active", "status": "active", "strategy": "asset-manager search / replacement cycle", "subject_id": "nyc-bureau-of-asset-management-passive-indexing-manager-search", "subject_name": "NYC Bureau of Asset Management passive indexing manager search", "subject_type": "public_pension_surface", "updated_at": "2026-06-20 19:21:16"}
{"amount": "", "attrs": {"action": "Watch the RFP and solicitation board for new investment-related procurement notices.", "pattern": "The Comptroller's office says firms should check bureau tabs regularly; the page lists a live asset-management notice of search with a 2026-07-15 due date.", "source_path": "https://comptroller.nyc.gov/services/for-businesses/doing-business-with-the-comptroller/rfps-solicitations/"}, "confidence": 0.97, "created_at": "2026-06-19 13:29:32", "deadline": "2026-07-15", "id": "rfp-open-nyc-comptroller-rfps-and-solicitations-investment-related-procurement-notices-2026-06-active", "next_review": null, "signal_date": "2026-06", "signal_type": "rfp_open", "status": "active", "strategy": "investment-related procurement notices", "subject_id": "nyc-comptroller-rfps-and-solicitations", "subject_name": "NYC Comptroller RFPs and Solicitations", "subject_type": "public_pension", "updated_at": "2026-06-19 13:29:32"}
{"amount": "", "attrs": {"action": "Use the board agenda archive as the primary change detector for allocation, manager, and governance moves.", "pattern": "Posted meetings show a June 18, 2026 Board of Directors agenda and book; the archive keeps agenda/book/audio for each meeting.", "source_path": "https://www.utimco.org/meeting-resources/"}, "confidence": 0.92, "created_at": "2026-06-19 13:29:32", "deadline": null, "id": "agenda-monitor-utimco-meeting-resources-allocation-manager-governance-change-detection-2026-06-18-active", "next_review": null, "signal_date": "2026-06-18", "signal_type": "agenda_monitor", "status": "active", "strategy": "allocation / manager / governance change detection", "subject_id": "utimco-meeting-resources", "subject_name": "UTIMCO Meeting Resources", "subject_type": "public_pension_endowment", "updated_at": "2026-06-19 13:29:32"}
{"amount": "", "attrs": {"action": "Watch board books, summaries, and recordings for commitments, approvals, and manager changes.", "pattern": "The site shows upcoming July 16-17, 2026 board materials and archives every board meeting with agenda, minutes, recordings, and board books.", "source_path": "https://trs.texas.gov/about/trustees/board-meeting-materials"}, "confidence": 0.95, "created_at": "2026-06-19 13:29:32", "deadline": null, "id": "agenda-monitor-trs-texas-board-meeting-materials-commitments-approvals-manager-changes-2026-07-16-active", "next_review": null, "signal_date": "2026-07-16", "signal_type": "agenda_monitor", "status": "active", "strategy": "commitments / approvals / manager changes", "subject_id": "trs-texas-board-meeting-materials", "subject_name": "TRS Texas Board Meeting Materials", "subject_type": "public_pension", "updated_at": "2026-06-19 13:29:32"}
{"amount": "", "attrs": {"action": "Monitor emerging-manager graduation and conference pages for trust-level allocations and new-manager development.", "pattern": "TRS defines emerging managers as under $3B AUM, targets first-time investments, and says graduation moves managers to the Premier List with trust-level allocations.", "source_path": "https://trs.texas.gov/investments/teams/emerging-managers"}, "confidence": 0.94, "created_at": "2026-06-19 13:29:32", "deadline": null, "id": "emerging-manager-channel-trs-texas-emerging-manager-program-emerging-manager-graduation-trust-level-allocations-2026-03-active", "next_review": null, "signal_date": "2026-03", "signal_type": "emerging_manager_channel", "status": "active", "strategy": "emerging manager graduation / trust-level allocations", "subject_id": "trs-texas-emerging-manager-program", "subject_name": "TRS Texas Emerging Manager Program", "subject_type": "public_pension", "updated_at": "2026-06-19 13:29:32"}
{"amount": "", "attrs": {"action": "Watch board and committee agendas plus email notifications for investment, finance, and admin reviews.", "pattern": "KCERA posts agendas online, runs separate Administrative, Finance, and Investment Committees, and the calendar shows a June 23, 2026 Finance Committee meeting.", "source_path": "https://www.kcera.org/board-meeting-agendas-minutes"}, "confidence": 0.95, "created_at": "2026-06-19 13:29:32", "deadline": null, "id": "agenda-monitor-kcera-board-agendas-and-minutes-investment-finance-admin-reviews-2026-06-23-active", "next_review": null, "signal_date": "2026-06-23", "signal_type": "agenda_monitor", "status": "active", "strategy": "investment / finance / admin reviews", "subject_id": "kcera-board-agendas-and-minutes", "subject_name": "KCERA Board Agendas and Minutes", "subject_type": "public_pension", "updated_at": "2026-06-19 13:29:32"}
{"amount": "", "attrs": {"action": "Use the RFP page as a negative signal for open procurement cycles; continue monitoring for changes.", "pattern": "The page currently says KCERA does not have any RFPs in proposal stage.", "source_path": "https://www.kcera.org/request-for-proposals-rfp"}, "confidence": 0.99, "created_at": "2026-06-19 13:29:32", "deadline": null, "id": "rfp-negative-kcera-rfp-page-rfp-open-cycle-monitor-2026-06-monitor", "next_review": null, "signal_date": "2026-06", "signal_type": "rfp_negative", "status": "monitor", "strategy": "RFP open-cycle monitor", "subject_id": "kcera-rfp-page", "subject_name": "KCERA RFP Page", "subject_type": "public_pension", "updated_at": "2026-06-19 13:29:32"}
{"amount": "", "attrs": {"action": "Track trustee and investment advisory materials for policy changes, mandates, and manager approvals.", "pattern": "Trustee materials are posted by date; the 2026 archive includes June 9 and February 24 meetings, and the site exposes IAC materials and investment-agreement sections.", "source_path": "https://www.sbafla.com/oversight/trustees/trustees-meeting-materials/"}, "confidence": 0.94, "created_at": "2026-06-19 13:29:32", "deadline": null, "id": "agenda-monitor-florida-sba-trustee-meeting-materials-policy-changes-mandates-manager-approvals-2026-06-09-active", "next_review": null, "signal_date": "2026-06-09", "signal_type": "agenda_monitor", "status": "active", "strategy": "policy changes / mandates / manager approvals", "subject_id": "florida-sba-trustee-meeting-materials", "subject_name": "Florida SBA Trustee Meeting Materials", "subject_type": "public_pension", "updated_at": "2026-06-19 13:29:32"}
{"amount": "", "attrs": {"action": "Watch new-manager reports for fresh allocations and manager onboarding.", "pattern": "The reporting page has a 2026 Q1 New Managers Report, a direct signal for new allocations and manager selection activity.", "source_path": "https://www.sbafla.com/reporting/new-manager-reports/"}, "confidence": 0.97, "created_at": "2026-06-19 13:29:32", "deadline": null, "id": "manager-onboarding-report-florida-sba-new-manager-reports-fresh-allocations-manager-onboarding-2026-q1-active", "next_review": null, "signal_date": "2026-Q1", "signal_type": "manager_onboarding_report", "status": "active", "strategy": "fresh allocations / manager onboarding", "subject_id": "florida-sba-new-manager-reports", "subject_name": "Florida SBA New Manager Reports", "subject_type": "public_pension", "updated_at": "2026-06-19 13:29:32"}
{"amount": "", "attrs": {"action": "Use the future-solicitation intake form to anticipate upcoming procurement and manager searches.", "pattern": "Prospective vendors can submit interests across categories; SBA says it will notify firms when solicitations match their criteria.", "source_path": "https://www.sbafla.com/partners/future-solicitations-request/"}, "confidence": 0.93, "created_at": "2026-06-19 13:29:32", "deadline": null, "id": "future-solicitation-intake-florida-sba-future-solicitations-request-future-procurement-and-manager-search-notification-2026-06-active", "next_review": null, "signal_date": "2026-06", "signal_type": "future_solicitation_intake", "status": "active", "strategy": "future procurement and manager search notification", "subject_id": "florida-sba-future-solicitations-request", "subject_name": "Florida SBA Future Solicitations Request", "subject_type": "public_pension", "updated_at": "2026-06-19 13:29:32"}
{"amount": "", "attrs": {"action": "Mine monthly disclosures for manager hires, transactions, and placement-agent activity.", "pattern": "The page says monthly reports disclose investments and transactions, hiring fund managers, and placement-agent involvement.", "source_path": "https://www.osc.ny.gov/common-retirement-fund/resources/financial-reporting-and-asset-allocation"}, "confidence": 0.98, "created_at": "2026-06-19 13:29:32", "deadline": null, "id": "monthly-disclosure-monitor-nyscrf-monthly-disclosure-of-investments-and-transactions-manager-hires-transactions-placement-agent-activity-2026-04-active", "next_review": null, "signal_date": "2026-04", "signal_type": "monthly_disclosure_monitor", "status": "active", "strategy": "manager hires / transactions / placement-agent activity", "subject_id": "nyscrf-monthly-disclosure-of-investments-and-transactions", "subject_name": "NYSCRF Monthly Disclosure of Investments and Transactions", "subject_type": "public_pension", "updated_at": "2026-06-19 13:29:32"}
{"amount": "", "attrs": {"action": "Watch emerging-manager graduation and allocation parameters for new capital deployment cycles.", "pattern": "The program uses managers of managers, program partners, and direct investments; each year it seeks to graduate emerging managers to direct investments.", "source_path": "https://www.osc.ny.gov/common-retirement-fund/emerging-manager"}, "confidence": 0.96, "created_at": "2026-06-19 13:29:32", "deadline": null, "id": "emerging-manager-channel-nyscrf-emerging-manager-program-emerging-manager-graduation-allocation-parameters-2026-03-active", "next_review": null, "signal_date": "2026-03", "signal_type": "emerging_manager_channel", "status": "active", "strategy": "emerging manager graduation / allocation parameters", "subject_id": "nyscrf-emerging-manager-program", "subject_name": "NYSCRF Emerging Manager Program", "subject_type": "public_pension", "updated_at": "2026-06-19 13:29:32"}
{"amount": "", "attrs": {"action": "Use the partner-contact surface as the public intake for new-manager relationships.", "pattern": "HMC says it has more than 100 investment partners and invites interested firms to contact partnerships@hmc.harvard.edu; no public agenda or RFP board calendar surfaced.", "source_path": "https://www.hmc.harvard.edu/partners-performance/"}, "confidence": 0.62, "created_at": "2026-06-19 13:29:32", "deadline": null, "id": "partner-intake-harvard-management-company-partners-and-performance-new-manager-relationship-intake-2026-06-active", "next_review": null, "signal_date": "2026-06", "signal_type": "partner_intake", "status": "active", "strategy": "new-manager relationship intake", "subject_id": "harvard-management-company-partners-and-performance", "subject_name": "Harvard Management Company Partners and Performance", "subject_type": "endowment", "updated_at": "2026-06-19 13:29:32"}
{"amount": "", "attrs": {"action": "Lead with a conflict-free, no-proprietary-product memo to Carlton Lenoir Sr. and Fernando Vinzons; explicitly address ownership, independence, and fee transparency.", "pattern": "Consultant independence is a live governance issue; CTPF reportedly reversed a Verus hire after the Cerity merger over PE-ownership concerns.", "source_path": "https://www.ctpf.org/about-ctpf/leadership"}, "confidence": 0.83, "created_at": "2026-06-19 13:30:52", "deadline": null, "id": "consultant-independence-event-chicago-teachers-pension-fund-consultant-independence-consultant-selection-conflict-free-alternatives-diligence-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "consultant_independence_event", "status": "active", "strategy": "consultant selection / conflict-free alternatives diligence", "subject_id": "chicago-teachers-pension-fund-consultant-independence", "subject_name": "Chicago Teachers' Pension Fund consultant independence", "subject_type": "public_pension", "updated_at": "2026-06-19 13:30:52"}
{"amount": "", "attrs": {"evidence_paths": ["data/intel.db", "data/recovered_loop_tick84_account_priority_rescore.json"]}, "confidence": 0.97, "created_at": "2026-06-19 13:30:52", "deadline": null, "id": "manager-registration-open-gpif-manager-registration-systems-equities-bonds-and-alternative-assets-intake-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "manager_registration_open", "status": "active", "strategy": "equities, bonds, and alternative-assets intake", "subject_id": "gpif-manager-registration-systems", "subject_name": "GPIF manager registration systems", "subject_type": "public_pension", "updated_at": "2026-06-20 19:21:16"}
{"amount": "", "attrs": {"action": "Target Michael Wissell plus John Sinclair and Dan Anderson with an allocation thesis mapped to liability awareness and operational fit.", "pattern": "HOOPP has a named CIO, board chair, Asset-Liability Committee chair, and visible research/operational surfaces.", "source_path": "https://hoopp.com/about-hoopp/hoopp-board-of-trustees"}, "confidence": 0.95, "created_at": "2026-06-19 13:30:52", "deadline": null, "id": "governance-route-hoopp-board-and-asset-liability-route-liability-aware-quant-absolute-return-allocation-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "governance_route", "status": "active", "strategy": "liability-aware quant / absolute-return allocation", "subject_id": "hoopp-board-and-asset-liability-route", "subject_name": "HOOPP board and asset-liability route", "subject_type": "public_pension", "updated_at": "2026-06-19 13:30:52"}
{"amount": "", "attrs": {"action": "Send a concise partner note to partnerships@hmc.harvard.edu highlighting contrarian edge, durability, and fit with HMC's ESG and net-zero constraints.", "pattern": "HMC accepts partner outreach through a public partnerships address and frames itself around long-term risk-adjusted returns.", "source_path": "https://www.hmc.harvard.edu/partners-performance/"}, "confidence": 0.96, "created_at": "2026-06-19 13:30:52", "deadline": null, "id": "partner-intake-harvard-management-company-partnerships-intake-new-partner-outreach-long-horizon-risk-adjusted-returns-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "partner_intake", "status": "active", "strategy": "new partner outreach / long-horizon risk-adjusted returns", "subject_id": "harvard-management-company-partnerships-intake", "subject_name": "Harvard Management Company partnerships intake", "subject_type": "endowment", "updated_at": "2026-06-19 13:30:52"}
{"amount": "", "attrs": {"action": "Present a data-room-grade diligence package to Aksia, emphasizing transparency, alignment, and operational controls rather than marketing language.", "pattern": "Aksia's public positioning is research-heavy and diligence-heavy, with a manager portal, MAX client login, and explicit ODD emphasis.", "source_path": "https://www.aksia.com/"}, "confidence": 0.95, "created_at": "2026-06-19 13:30:52", "deadline": null, "id": "manager-portal-channel-aksia-manager-portal-and-max-odd-manager-research-client-reporting-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "manager_portal_channel", "status": "active", "strategy": "ODD / manager research / client reporting", "subject_id": "aksia-manager-portal-and-max", "subject_name": "Aksia Manager Portal and MAX", "subject_type": "consultant", "updated_at": "2026-06-19 13:30:52"}
{"amount": "", "attrs": {"action": "Route a fund or structured-offering pitch through the institutional investors and marketplace path, with clean reporting and diligence metadata.", "pattern": "iCapital exposes institutional channel surfaces plus marketplace, reporting, and due-diligence functions that mediate fund access.", "source_path": "https://www.icapital.com/"}, "confidence": 0.94, "created_at": "2026-06-19 13:30:52", "deadline": null, "id": "distribution-channel-change-icapital-marketplace-and-due-diligence-surfaces-alternatives-marketplace-reporting-diligence-metadata-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "distribution_channel_change", "status": "active", "strategy": "alternatives marketplace / reporting / diligence metadata", "subject_id": "icapital-marketplace-and-due-diligence-surfaces", "subject_name": "iCapital marketplace and due diligence surfaces", "subject_type": "vendor", "updated_at": "2026-06-19 13:30:52"}
{"amount": "", "attrs": {"action": "Publish advisor-ready alternative-investment content with structured summaries, Q&A blocks, and canonical terminology so it can surface through CAIS search and the Claude integration.", "pattern": "CAIS has a public Claude integration plus separate Financial Advisor, Home Office, and Asset Manager surfaces, making discoverability depend on both site taxonomy and the Claude layer.", "source_path": "https://www.caisgroup.com/our-company/press/cais-integrates-with-anthropics-claude-to-give-advisors-instant-access-to-alternative-investment-intelligence"}, "confidence": 0.98, "created_at": "2026-06-19 13:30:52", "deadline": null, "id": "ai-discovery-surface-cais-x-claude-integration-aeo-geo-for-advisor-alternative-investment-intelligence-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "ai_discovery_surface", "status": "active", "strategy": "AEO/GEO for advisor alternative-investment intelligence", "subject_id": "cais-x-claude-integration", "subject_name": "CAIS x Claude integration", "subject_type": "vendor", "updated_at": "2026-06-19 13:30:52"}
{"amount": "", "attrs": {"action": "When pitching any consultant-led mandate, disclose ownership structure up front and separate advisory economics from product economics.", "pattern": "PE ownership is now a client-retention and consultant-independence risk factor, especially for public pensions.", "source_path": "https://www.barrons.com/advisor/articles/cerity-verus-merger-pension-funds-private-equity-2c091cb0"}, "confidence": 0.79, "created_at": "2026-06-19 13:30:52", "deadline": null, "id": "consultant-independence-event-cerity-verus-pe-ownership-diligence-consultant-led-mandate-governance-independence-messaging-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "consultant_independence_event", "status": "active", "strategy": "consultant-led mandate governance / independence messaging", "subject_id": "cerity-verus-pe-ownership-diligence", "subject_name": "Cerity / Verus PE ownership diligence", "subject_type": "consultant", "updated_at": "2026-06-19 13:30:52"}
{"amount": "", "attrs": {"action": "Prepare a submission before the July 15 close and use the 2017-to-2026 replacement cycle as evidence that NYC BAM is actively refreshing manager contracts.", "pattern": "Search launched June 12, 2026; public equity index services were last solicited in 2017 and existing contracts expire by end-2026.", "source_path": "https://comptroller.nyc.gov/newsroom/nyc-comptroller-levine-and-pension-boards-announce-search-for-asset-managers-to-provide-passive-indexing-investment-services/"}, "confidence": 0.99, "created_at": "2026-06-19 13:35:54", "deadline": "2026-07-15", "id": "search-active-nyc-bureau-of-asset-management-passive-indexing-manager-search-deadline-public-equity-passive-indexing-manager-search-replacement-cycle-2026-06-12-open", "next_review": null, "signal_date": "2026-06-12", "signal_type": "search_active", "status": "open", "strategy": "public equity passive indexing manager search / replacement cycle", "subject_id": "nyc-bureau-of-asset-management-passive-indexing-manager-search-deadline", "subject_name": "NYC Bureau of Asset Management passive indexing manager search deadline", "subject_type": "public_pension", "updated_at": "2026-06-19 13:35:54"}
{"amount": "", "attrs": {"action": "Watch the investment manager opportunities page for consultant contract rollover, replacement, extension, or reissue timing.", "pattern": "The public investment manager opportunities page shows a consultant contract expiring on June 30, 2026.", "sme_verify": "Is the roster page acting as a renewal signal or only as a directory listing?", "source_path": "data/recovered_loop_tick41_deadline_calendar_signals.json; docs/quant-pitch-calendar.md"}, "confidence": 0.93, "created_at": "2026-06-19 13:35:54", "deadline": "2026-06-30", "id": "contract-expiration-monitor-calpers-consultant-and-asset-manager-roster-consultant-contract-rollover-manager-opportunity-monitor-2026-06-monitor", "next_review": null, "signal_date": "2026-06", "signal_type": "contract_expiration_monitor", "status": "monitor", "strategy": "consultant contract rollover / manager opportunity monitor", "subject_id": "calpers-consultant-and-asset-manager-roster", "subject_name": "CalPERS consultant and asset-manager roster", "subject_type": "public_pension", "updated_at": "2026-06-22 00:05:37"}
{"amount": "", "attrs": {"action": "Check the board book, agenda, summary, and recordings for approvals, commitments, and manager changes around the July 16-17 meeting.", "pattern": "Upcoming board meeting is scheduled for July 16-17, 2026, 9:00 AM to 6:00 PM; the archive shows materials by meeting date.", "source_path": "https://trs.texas.gov/about/trustees/board-meeting-materials", "window_end": "2026-07-17", "window_start": "2026-07-16"}, "confidence": 0.95, "created_at": "2026-06-19 13:35:54", "deadline": "2026-07-17", "id": "calendar-monitor-trs-texas-july-2026-board-materials-board-approvals-commitments-manager-changes-2026-07-16-monitor", "next_review": null, "signal_date": "2026-07-16", "signal_type": "calendar_monitor", "status": "monitor", "strategy": "board approvals / commitments / manager changes", "subject_id": "trs-texas-july-2026-board-materials", "subject_name": "TRS Texas July 2026 board materials", "subject_type": "public_pension", "updated_at": "2026-06-19 13:35:54"}
{"amount": "", "attrs": {"action": "Monitor the June 23 committee calendar and linked materials for investment, finance, and admin review items.", "pattern": "KCERA posts agendas online and the calendar shows a June 23, 2026 Finance Committee meeting.", "source_path": "https://www.kcera.org/board-meeting-agendas-minutes"}, "confidence": 0.95, "created_at": "2026-06-19 13:35:54", "deadline": "2026-06-23", "id": "calendar-monitor-kcera-finance-committee-june-2026-finance-investment-admin-review-monitor-2026-06-23-monitor", "next_review": null, "signal_date": "2026-06-23", "signal_type": "calendar_monitor", "status": "monitor", "strategy": "finance / investment / admin review monitor", "subject_id": "kcera-finance-committee-june-2026", "subject_name": "KCERA Finance Committee June 2026", "subject_type": "public_pension", "updated_at": "2026-06-19 13:35:54"}
{"amount": "", "attrs": {"action": "Treat the page as a negative signal for an open procurement cycle and keep watching for status changes.", "pattern": "The page currently says KCERA does not have any RFPs in proposal stage.", "source_path": "https://www.kcera.org/request-for-proposals-rfp"}, "confidence": 0.99, "created_at": "2026-06-19 13:35:54", "deadline": null, "id": "open-cycle-negative-kcera-rfp-page-no-open-rfp-status-rfp-page-negative-open-cycle-monitor-2026-06-19-negative", "next_review": null, "signal_date": "2026-06-19", "signal_type": "open_cycle_negative", "status": "negative", "strategy": "RFP page negative open-cycle monitor", "subject_id": "kcera-rfp-page-no-open-rfp-status", "subject_name": "KCERA RFP page no-open-RFP status", "subject_type": "public_pension", "updated_at": "2026-06-19 13:35:54"}
{"amount": "", "attrs": {"action": "Submit interest through the intake form and watch for solicitation notifications that match stated service criteria.", "pattern": "The form says SBA will attempt to notify firms when future solicitations match their criteria.", "source_path": "https://www.sbafla.com/partners/future-solicitations-request/", "window": "ongoing"}, "confidence": 0.93, "created_at": "2026-06-19 13:35:54", "deadline": null, "id": "rolling-intake-florida-sba-future-solicitations-future-solicitation-intake-procurement-notification-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "rolling_intake", "status": "monitor", "strategy": "future solicitation intake / procurement notification", "subject_id": "florida-sba-future-solicitations", "subject_name": "Florida SBA future solicitations", "subject_type": "public_pension", "updated_at": "2026-06-19 13:35:54"}
{"amount": "", "attrs": {"action": "Check each monthly disclosure for manager hires, transactions, and placement-agent involvement.", "cadence": "monthly", "pattern": "The page states that monthly reports disclose investments and transactions, hiring fund managers, and placement-agent involvement.", "source_path": "https://www.osc.ny.gov/common-retirement-fund/resources/financial-reporting-and-asset-allocation"}, "confidence": 0.98, "created_at": "2026-06-19 13:35:54", "deadline": null, "id": "monthly-cadence-monitor-nyscrf-monthly-disclosure-cadence-manager-hires-transactions-placement-agent-involvement-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "monthly_cadence_monitor", "status": "monitor", "strategy": "manager hires / transactions / placement-agent involvement", "subject_id": "nyscrf-monthly-disclosure-cadence", "subject_name": "NYSCRF monthly disclosure cadence", "subject_type": "public_pension", "updated_at": "2026-06-19 13:35:54"}
{"amount": "", "attrs": {"action": "Prepare and submit registration-ready manager materials for equities/bonds and alternative assets.", "pattern": "GPIF has manager registration systems for equities and bonds and for alternative assets to collect strategies and widen manager selection.", "source_path": "https://www.gpif.go.jp/en/investment/manager-registration-alternative-assets/", "window": "ongoing"}, "confidence": 0.97, "created_at": "2026-06-19 13:35:54", "deadline": null, "id": "manager-registration-open-gpif-manager-registration-systems-deadline-normalized-equities-bonds-and-alternative-assets-manager-registration-2026-06-19-open", "next_review": null, "signal_date": "2026-06-19", "signal_type": "manager_registration_open", "status": "open", "strategy": "equities/bonds and alternative-assets manager registration", "subject_id": "gpif-manager-registration-systems-deadline-normalized", "subject_name": "GPIF manager registration systems deadline-normalized", "subject_type": "public_pension", "updated_at": "2026-06-19 13:35:54"}
{"amount": "", "attrs": {"action": "Use the public registration/login path for the MENA External Managers Program.", "pattern": "The portal is the door to the MENA External Managers Program and actively seeks skilled managers across asset classes.", "source_path": "https://www.pif.gov.sa/en/managers-gate/", "window": "ongoing"}, "confidence": 0.98, "created_at": "2026-06-19 13:35:54", "deadline": null, "id": "manager-registration-open-pif-managers-gate-deadline-normalized-mena-external-managers-program-external-manager-registration-2026-06-19-open", "next_review": null, "signal_date": "2026-06-19", "signal_type": "manager_registration_open", "status": "open", "strategy": "MENA External Managers Program / external manager registration", "subject_id": "pif-managers-gate-deadline-normalized", "subject_name": "PIF Managers Gate deadline-normalized", "subject_type": "sovereign_wealth_fund", "updated_at": "2026-06-19 13:35:54"}
{"amount": "", "attrs": {"action": "Publish DDQ answers, ODD memo, fee/liquidity terms, reporting appendix, and portfolio analytics summaries.", "pattern": "iCapital-style diligence surfaces retrieve research, due diligence, document center, investment reporting, portfolio analytics, and client reporting materials.", "source_path": "https://icapital.com/"}, "confidence": 0.94, "created_at": "2026-06-19 13:38:06", "deadline": null, "id": "workflow-retrieval-surface-icapital-due-diligence-ddq-odd-reporting-retrieval-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "workflow_retrieval_surface", "status": "active", "strategy": "DDQ / ODD / reporting retrieval", "subject_id": "icapital-due-diligence", "subject_name": "iCapital due diligence", "subject_type": "vendor", "updated_at": "2026-06-19 13:38:06"}
{"amount": "", "attrs": {"action": "Publish manager research, ODD summary, risk reporting, portfolio analytics, and a clean data-room index.", "pattern": "Aksia MAX / manager portal style workflows reward data-room-grade manager research, ODD summaries, and structured reporting.", "source_path": "https://www.aksia.com/"}, "confidence": 0.92, "created_at": "2026-06-19 13:38:06", "deadline": null, "id": "workflow-retrieval-surface-aksia-max-and-manager-portal-manager-portal-odd-client-reporting-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "workflow_retrieval_surface", "status": "active", "strategy": "manager portal / ODD / client reporting", "subject_id": "aksia-max-and-manager-portal", "subject_name": "Aksia MAX and manager portal", "subject_type": "consultant", "updated_at": "2026-06-19 13:38:06"}
{"amount": "", "attrs": {"action": "Publish searchable research packs with filings, expert transcripts, broker-style notes, internal content mirrors, and exec-ready slides/reports.", "pattern": "AlphaSense-style search and synthesis surfaces retrieve filings, expert transcripts, broker research, internal content, slides, and reports.", "source_path": "https://www.alpha-sense.com/"}, "confidence": 0.96, "created_at": "2026-06-19 13:38:06", "deadline": null, "id": "workflow-retrieval-surface-alphasense-research-search-synthesis-visibility-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "workflow_retrieval_surface", "status": "active", "strategy": "research search / synthesis visibility", "subject_id": "alphasense", "subject_name": "AlphaSense", "subject_type": "vendor", "updated_at": "2026-06-19 13:38:06"}
{"amount": "", "attrs": {"action": "Publish fund, manager, investor, performance, terms, fundraising update, and benchmark profile fields.", "pattern": "Private-market profile surfaces retrieve fund, manager, investor, performance, terms, fundraising, and benchmark views.", "source_path": "https://www.preqin.com/"}, "confidence": 0.95, "created_at": "2026-06-19 13:38:06", "deadline": null, "id": "workflow-retrieval-surface-preqin-private-market-fund-manager-profile-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "workflow_retrieval_surface", "status": "active", "strategy": "private-market fund/manager profile", "subject_id": "preqin", "subject_name": "Preqin", "subject_type": "vendor", "updated_at": "2026-06-19 13:38:06"}
{"amount": "", "attrs": {"action": "Publish company/fund/deal pages, fundraising timelines, exits, and benchmark tables.", "pattern": "PitchBook-style private-market surfaces retrieve company, fund, deal, fundraising, exit, and benchmark data.", "source_path": "https://pitchbook.com/"}, "confidence": 0.91, "created_at": "2026-06-19 13:38:06", "deadline": null, "id": "workflow-retrieval-surface-pitchbook-private-market-company-fund-deal-profile-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "workflow_retrieval_surface", "status": "active", "strategy": "private-market company/fund/deal profile", "subject_id": "pitchbook", "subject_name": "PitchBook", "subject_type": "vendor", "updated_at": "2026-06-19 13:38:06"}
{"amount": "", "attrs": {"action": "Publish holdings, public/private exposure, risk, performance, accounting, and private-credit transparency pack.", "pattern": "Whole-portfolio systems need holdings, exposure, risk, performance, accounting, and private-market transparency data.", "source_path": "https://www.blackrock.com/aladdin"}, "confidence": 0.93, "created_at": "2026-06-19 13:38:06", "deadline": null, "id": "workflow-retrieval-surface-aladdin-whole-portfolio-risk-holdings-exposure-visibility-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "workflow_retrieval_surface", "status": "active", "strategy": "whole-portfolio risk / holdings / exposure visibility", "subject_id": "aladdin", "subject_name": "Aladdin", "subject_type": "vendor", "updated_at": "2026-06-19 13:38:06"}
{"amount": "", "attrs": {"action": "Publish manager profiles, strategy lists, holdings analysis, whitepapers, and investment-committee narratives.", "pattern": "Allocator database surfaces retrieve manager profiles, strategy lists, holdings analysis, whitepapers, and committee narratives.", "source_path": "https://www.nasdaq.com/solutions/evestment"}, "confidence": 0.94, "created_at": "2026-06-19 13:38:06", "deadline": null, "id": "workflow-retrieval-surface-evestment-allocator-manager-database-investment-committee-narrative-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "workflow_retrieval_surface", "status": "active", "strategy": "allocator manager database / investment committee narrative", "subject_id": "evestment", "subject_name": "eVestment", "subject_type": "vendor", "updated_at": "2026-06-19 13:38:06"}
{"amount": "", "attrs": {"action": "Publish SharePoint/Teams-ready docs, meeting notes, project materials, files, spreadsheets, and slide decks with consistent names and metadata.", "pattern": "Microsoft 365 Copilot retrieves workstream materials from SharePoint, Teams, files, meeting notes, spreadsheets, slide decks, and project context.", "source_path": "https://www.microsoft.com/en-us/microsoft-365-copilot"}, "confidence": 0.96, "created_at": "2026-06-19 13:38:06", "deadline": null, "id": "workflow-retrieval-surface-microsoft-365-copilot-sharepoint-teams-enterprise-workstream-retrieval-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "workflow_retrieval_surface", "status": "active", "strategy": "enterprise workstream retrieval", "subject_id": "microsoft-365-copilot-sharepoint-teams", "subject_name": "Microsoft 365 Copilot / SharePoint / Teams", "subject_type": "vendor", "updated_at": "2026-06-19 13:38:06"}
{"amount": "", "attrs": {"action": "Publish docs, tickets, chats, meeting notes, and decision logs with consistent titles, tags, and canonical vocabulary.", "pattern": "Permission-aware enterprise knowledge surfaces retrieve docs, tickets, chats, meeting notes, and decision logs.", "source_path": "https://www.glean.com/"}, "confidence": 0.95, "created_at": "2026-06-19 13:38:06", "deadline": null, "id": "workflow-retrieval-surface-glean-permission-aware-knowledge-base-retrieval-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "workflow_retrieval_surface", "status": "active", "strategy": "permission-aware knowledge base retrieval", "subject_id": "glean", "subject_name": "Glean", "subject_type": "vendor", "updated_at": "2026-06-19 13:38:06"}
{"amount": "", "attrs": {"action": "Publish Confluence/Jira-linked strategy docs, epics, roadmap updates, and meeting outputs.", "pattern": "Rovo-style workstream retrieval surfaces favor Confluence/Jira-linked strategy docs, epics, roadmap updates, and meeting outputs.", "source_path": "https://www.atlassian.com/software/rovo"}, "confidence": 0.92, "created_at": "2026-06-19 13:38:06", "deadline": null, "id": "workflow-retrieval-surface-atlassian-rovo-confluence-jira-workstream-retrieval-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "workflow_retrieval_surface", "status": "active", "strategy": "Confluence/Jira workstream retrieval", "subject_id": "atlassian-rovo", "subject_name": "Atlassian Rovo", "subject_type": "vendor", "updated_at": "2026-06-19 13:38:06"}
{"amount": "", "attrs": {"action": "Use the Stephen Gilmore appointment as a CalPERS pitch-context signal: total-fund, SWF-style, and governance-aware framing may resonate more than siloed hedge-fund language.", "pattern": "CalPERS appointed Stephen Gilmore as CIO after his NZ Super role, creating a SWF-to-public-pension transfer pattern.", "sme_verify": "Check CalPERS board materials or press release for appointment/start date, then confirm Gilmore's prior NZ Super CIO role.", "source_path": "https://www.wsj.com/livecoverage/stock-market-today-dow-jones-04-02-2024/card/new-zealand-sovereign-wealth-fund-cio-is-calpers-new-investment-chief-GPa7DYcq5i2ZfRygC7BV"}, "confidence": 0.97, "created_at": "2026-06-19 13:43:41", "deadline": null, "id": "personnel-change-calpers-stephen-gilmore-cio-appointment-cio-change-swf-to-pension-talent-transfer-2024-04-02-historical", "next_review": null, "signal_date": "2024-04-02", "signal_type": "personnel_change", "status": "historical", "strategy": "CIO change / SWF-to-pension talent transfer", "subject_id": "calpers-stephen-gilmore-cio-appointment", "subject_name": "CalPERS Stephen Gilmore CIO appointment", "subject_type": "public_pension", "updated_at": "2026-06-19 13:43:41"}
{"amount": "", "attrs": {"action": "Frame CalPERS-adjacent quant pitches around contribution to total-fund reference portfolio outcomes rather than standalone asset-class alpha.", "pattern": "CalPERS moved toward a total-portfolio approach that replaces asset-class benchmarking with a single reference portfolio.", "sme_verify": "Read the board vote and policy memo showing the new reference portfolio and retirement of the prior benchmark stack.", "source_path": "https://www.ft.com/content/540b2f9a-9c58-44f5-8ae9-36a58c95d26c"}, "confidence": 0.88, "created_at": "2026-06-19 13:43:41", "deadline": null, "id": "platform-buildout-calpers-total-portfolio-approach-total-portfolio-approach-benchmark-simplification-2025-11-17-historical", "next_review": null, "signal_date": "2025-11-17", "signal_type": "platform_buildout", "status": "historical", "strategy": "total portfolio approach / benchmark simplification", "subject_id": "calpers-total-portfolio-approach", "subject_name": "CalPERS total portfolio approach", "subject_type": "public_pension", "updated_at": "2026-06-19 13:43:41"}
{"amount": "", "attrs": {"action": "Treat CalPERS as a portfolio-construction buyer: quant sleeves must explain liquidity, drawdown control, and total-fund role against a private-markets-heavy allocation plan.", "pattern": "CalPERS approved a $30B+ private-markets increase while reducing stock and bond exposure.", "sme_verify": "Compare the board-approved asset-allocation change with published policy targets and meeting notes.", "source_path": "https://www.ft.com/content/57eb4fa4-16d5-43aa-bdee-2ffec736b31f"}, "confidence": 0.95, "created_at": "2026-06-19 13:43:41", "deadline": null, "id": "strategy-reallocation-calpers-private-markets-increase-and-public-market-reduction-private-markets-increase-stocks-and-bonds-reduction-2024-03-19-historical", "next_review": null, "signal_date": "2024-03-19", "signal_type": "strategy_reallocation", "status": "historical", "strategy": "private-markets increase / stocks and bonds reduction", "subject_id": "calpers-private-markets-increase-and-public-market-reduction", "subject_name": "CalPERS private-markets increase and public-market reduction", "subject_type": "public_pension", "updated_at": "2026-06-19 13:43:41"}
{"amount": "", "attrs": {"action": "Use CIO succession at CalSTRS as a historical pattern for new regime review windows; watch follow-on board materials and manager roster changes after CIO transitions.", "pattern": "CalSTRS named Scott Chan CIO to replace Christopher Ailman.", "sme_verify": "Check the CalSTRS announcement and board agenda for transition timing and successor naming.", "source_path": "https://www.wsj.com/livecoverage/cpi-report-today-inflation-stock-market-05-15-2024/card/calstrs-deputy-scott-chan-to-become-new-investment-chief-hbbzHKKpLUthnoS1LB4c"}, "confidence": 0.98, "created_at": "2026-06-19 13:43:41", "deadline": null, "id": "personnel-change-calstrs-scott-chan-cio-appointment-cio-change-succession-window-2024-05-15-historical", "next_review": null, "signal_date": "2024-05-15", "signal_type": "personnel_change", "status": "historical", "strategy": "CIO change / succession window", "subject_id": "calstrs-scott-chan-cio-appointment", "subject_name": "CalSTRS Scott Chan CIO appointment", "subject_type": "public_pension", "updated_at": "2026-06-19 13:43:41"}
{"amount": "", "attrs": {"action": "Use CalSTRS manager concentration as an SME-checkable example that large plans prune low-conviction relationships and concentrate with trusted managers over time.", "pattern": "CalSTRS concentrated commitments with trusted private-equity managers and expanded in-house investing over time.", "sme_verify": "Trace CalSTRS annual reports and manager lists across years for concentration into fewer, better-performing relationships.", "source_path": "https://www.wsj.com/articles/outgoing-calstrs-cio-reflects-on-his-decades-as-private-equity-trendsetter-03c79873"}, "confidence": 0.84, "created_at": "2026-06-19 13:43:41", "deadline": null, "id": "manager-pruning-calstrs-private-equity-manager-concentration-low-performer-replacement-manager-pruning-2024-05-07-historical", "next_review": null, "signal_date": "2024-05-07", "signal_type": "manager_pruning", "status": "historical", "strategy": "low-performer replacement / manager pruning", "subject_id": "calstrs-private-equity-manager-concentration", "subject_name": "CalSTRS private-equity manager concentration", "subject_type": "public_pension", "updated_at": "2026-06-19 13:43:41"}
{"amount": "", "attrs": {"action": "Use Yale's explored private-equity secondary sale as evidence that liquidity pressure can create room for liquid diversifiers and capacity-controlled quant sleeves.", "pattern": "Large endowments may explore secondary sales when illiquid private-market exposure crowds out liquidity and rebalancing flexibility.", "sme_verify": "Confirm Yale financial report, secondary-sale mandate, and any disclosed reduction in private-equity exposure.", "source_path": "data/recovered_loop_tick43_historical_motion_sme_signals.json"}, "confidence": 0.9, "created_at": "2026-06-19 13:43:41", "deadline": null, "id": "liquidity-reallocation-yale-private-equity-secondary-sale-exploration-liquidity-rebalancing-reallocation-away-from-illiquids-2025-04-23-historical", "next_review": null, "signal_date": "2025-04-23", "signal_type": "liquidity_reallocation", "status": "historical", "strategy": "liquidity rebalancing / reallocation away from illiquids", "subject_id": "yale-private-equity-secondary-sale-exploration", "subject_name": "Yale private-equity secondary sale exploration", "subject_type": "endowment", "updated_at": "2026-06-19 15:00:30"}
{"amount": "", "attrs": {"action": "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.", "chatbot_surfaces": ["public web", "GPIF manager registration page", "consultant database", "internal IC packet"], "pattern": "The direct GPIF registration surface is a standing pre-RFP gate for manager discovery; stale trade-press shorthand should resolve to the official GPIF registration URL.", "sme_verify": "Ask a Japan public-pension/GPIF SME whether alternative-asset registration is the correct first-touch surface before formal RFP issuance.", "source_path": "https://www.gpif.go.jp/en/investment/manager-registration-alternative-assets/"}, "confidence": 0.98, "created_at": "2026-06-19 13:53:09", "deadline": null, "id": "manager-registration-open-gpif-manager-registration-systems-evidence-backfilled-equities-bonds-and-alternative-assets-manager-registration-2026-06-19-open", "next_review": null, "signal_date": "2026-06-19", "signal_type": "manager_registration_open", "status": "open", "strategy": "equities, bonds, and alternative-assets manager registration", "subject_id": "gpif-manager-registration-systems-evidence-backfilled", "subject_name": "GPIF manager registration systems evidence-backfilled", "subject_type": "public_pension", "updated_at": "2026-06-19 13:53:09"}
{"amount": "", "attrs": {"action": "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.", "chatbot_surfaces": ["PIF Managers Gate", "public web", "internal IC packet"], "pattern": "PIF exposes a named manager portal for external managers, so relationship-led outreach should be paired with portal-ready registration assets.", "sme_verify": "Ask a Gulf SWF distribution SME whether Managers Gate submission is treated as registration, pre-RFP database intake, or both.", "source_path": "https://www.pif.gov.sa/en/managers-gate/"}, "confidence": 0.98, "created_at": "2026-06-19 13:53:09", "deadline": null, "id": "manager-registration-open-pif-managers-gate-evidence-backfilled-mena-external-managers-program-external-manager-registration-2026-06-19-open", "next_review": null, "signal_date": "2026-06-19", "signal_type": "manager_registration_open", "status": "open", "strategy": "MENA External Managers Program / external manager registration", "subject_id": "pif-managers-gate-evidence-backfilled", "subject_name": "PIF Managers Gate evidence-backfilled", "subject_type": "sovereign_wealth_fund", "updated_at": "2026-06-19 13:53:09"}
{"amount": "", "attrs": {"action": "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.", "chatbot_surfaces": ["public web", "annual report", "internal IC packet", "responsible investment policy surface"], "pattern": "The external-mandates thesis is stronger when tied to official NZ Super governance/annual-report surfaces rather than only recovered local notes.", "sme_verify": "Ask an NZ Super or Australasian allocator SME whether external mandates enter through direct staff relationships, procurement, or consultant-mediated RFPs.", "source_path": "https://www.nzsuperfund.nz/"}, "confidence": 0.84, "created_at": "2026-06-19 13:53:09", "deadline": null, "id": "manager-onboarding-new-zealand-superannuation-fund-official-manager-context-external-mandates-systematic-liquid-alternatives-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "manager_onboarding", "status": "active", "strategy": "external mandates / systematic liquid alternatives", "subject_id": "new-zealand-superannuation-fund-official-manager-context", "subject_name": "New Zealand Superannuation Fund official manager context", "subject_type": "sovereign_pension", "updated_at": "2026-06-19 13:53:09"}
{"amount": "", "attrs": {"action": "Prepare data-room-grade diligence assets for Aksia-style screening: DDQ, ODD memo, exposure taxonomy, risk reporting, fee/liquidity schedule, and manager research summary.", "chatbot_surfaces": ["Aksia Manager Portal", "Aksia MAX", "consultant database", "internal IC packet"], "pattern": "Aksia is a diligence-heavy alternatives gatekeeper; winning retrieval inside consultant workflows requires structured facts and operational evidence, not only marketing narrative.", "sme_verify": "Ask an Aksia-screened manager whether manager-portal material completeness or relationship routing determines first-screen success.", "source_path": "https://www.aksia.com/"}, "confidence": 0.95, "created_at": "2026-06-19 13:53:09", "deadline": null, "id": "workflow-retrieval-surface-aksia-manager-portal-and-max-evidence-backfilled-manager-research-odd-client-reporting-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "workflow_retrieval_surface", "status": "active", "strategy": "manager research / ODD / client reporting", "subject_id": "aksia-manager-portal-and-max-evidence-backfilled", "subject_name": "Aksia Manager Portal and MAX evidence-backfilled", "subject_type": "consultant", "updated_at": "2026-06-19 13:53:09"}
{"amount": "", "attrs": {"action": "Prepare iCapital-compatible fund data, subscription workflow details, advisor education copy, diligence metadata, portfolio-fit summaries, and reporting artifacts.", "chatbot_surfaces": ["iCapital marketplace", "iCapital due diligence", "advisor portal", "private-bank workflow"], "pattern": "Advisor alternatives platforms decide not just what is attractive, but what can be operationally distributed and explained inside advisor workflows.", "sme_verify": "Ask a private-wealth platform SME which iCapital fields and documents are decisive for hedge-fund onboarding.", "source_path": "https://www.icapital.com/"}, "confidence": 0.94, "created_at": "2026-06-19 13:53:09", "deadline": null, "id": "workflow-retrieval-surface-icapital-marketplace-and-due-diligence-evidence-backfilled-advisor-alternatives-marketplace-diligence-metadata-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "workflow_retrieval_surface", "status": "active", "strategy": "advisor alternatives marketplace / diligence metadata", "subject_id": "icapital-marketplace-and-due-diligence-evidence-backfilled", "subject_name": "iCapital marketplace and due diligence evidence-backfilled", "subject_type": "vendor", "updated_at": "2026-06-19 13:53:09"}
{"amount": "", "attrs": {"action": "Publish advisor-ready quant hedge fund content with structured summaries, Q&A blocks, definitions, model-portfolio fit, and canonical terminology so it can be retrieved through CAIS search and Claude-backed advisor intelligence.", "chatbot_surfaces": ["CAIS x Claude", "CAIS search", "advisor portal", "public web"], "pattern": "The CAIS-Claude integration makes advisor education an answer-engine optimization problem, not only a wholesaling problem.", "sme_verify": "Ask an advisor-platform SME whether CAIS x Claude retrieves asset-manager supplied content, CAIS-curated research, or both.", "source_path": "https://www.caisgroup.com/our-company/press/cais-integrates-with-anthropics-claude-to-give-advisors-instant-access-to-alternative-investment-intelligence"}, "confidence": 0.98, "created_at": "2026-06-19 13:53:09", "deadline": null, "id": "ai-discovery-surface-cais-x-claude-advisor-alternatives-intelligence-evidence-backfilled-aeo-geo-for-advisor-alternative-investment-intelligence-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "ai_discovery_surface", "status": "active", "strategy": "AEO/GEO for advisor alternative-investment intelligence", "subject_id": "cais-x-claude-advisor-alternatives-intelligence-evidence-backfilled", "subject_name": "CAIS x Claude / advisor alternatives intelligence evidence-backfilled", "subject_type": "vendor", "updated_at": "2026-06-19 13:53:09"}
{"amount": "", "attrs": {"action": "Build advisor/family-office materials for J.P. Morgan Private Bank-style channels: hedge-role framing, AI exposure complement, tax-aware structure notes, and liquidity/fee comparisons versus private markets.", "chatbot_surfaces": ["J.P. Morgan Private Bank research", "advisor workflow", "family-office IC packet", "public web"], "pattern": "J.P. Morgan Private Bank's family-office research provides a demand map for advisor-mediated hedge-fund and alternatives conversations.", "sme_verify": "Ask a private-bank alternatives SME whether family-office hedge-fund demand enters through model portfolios, bespoke CIO meetings, or manager due diligence lists.", "source_path": "https://www.barrons.com/articles/wealthy-families-investing-ai-c6fdd483"}, "confidence": 0.86, "created_at": "2026-06-19 13:53:09", "deadline": null, "id": "strategy-demand-j-p-morgan-private-bank-family-office-alternatives-evidence-backfilled-family-office-hedge-funds-ai-and-geopolitical-hedge-demand-2026-02-active", "next_review": null, "signal_date": "2026-02", "signal_type": "strategy_demand", "status": "active", "strategy": "family-office hedge funds / AI and geopolitical hedge demand", "subject_id": "j-p-morgan-private-bank-family-office-alternatives-evidence-backfilled", "subject_name": "J.P. Morgan Private Bank family-office alternatives evidence-backfilled", "subject_type": "private_bank", "updated_at": "2026-06-19 13:53:09"}
{"amount": "", "attrs": {"action": "Keep ALSAC as an SME-verification target rather than a fully source-backed open search until an official investment-office, Form 990, annual report, conference bio, or direct staff source validates the named investment gatekeeper.", "chatbot_surfaces": ["public web", "Form 990", "annual report", "SME verification"], "pattern": "Hospital endowment targets can be actionable but often lack public procurement pages; source quality must distinguish official financial/investment evidence from scraped people lists.", "sme_verify": "Ask a healthcare-endowment SME or St. Jude/ALSAC insider whether Nicola da Roza is the correct current liquid-alts/investment gatekeeper and whether outreach is direct or consultant-mediated.", "source_path": "https://www.stjude.org/about-st-jude/financial-information.html"}, "confidence": 0.68, "created_at": "2026-06-19 13:53:09", "deadline": null, "id": "source-gap-monitor-st-jude-children-s-research-hospital-alsac-investment-gatekeeper-verification-liquid-alternatives-mission-aligned-portfolio-completion-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "source_gap_monitor", "status": "monitor", "strategy": "liquid alternatives / mission-aligned portfolio completion", "subject_id": "st-jude-children-s-research-hospital-alsac-investment-gatekeeper-verification", "subject_name": "St. Jude Children's Research Hospital ALSAC investment gatekeeper verification", "subject_type": "hospital_endowment", "updated_at": "2026-06-19 13:53:09"}
{"amount": "", "attrs": {"action": "Monitor CTPF's official procurement and service-provider page alongside the Chicago-area alternatives RFP trade-press signal; prepare a consultant-routed alternatives packet for board/committee review.", "chatbot_surfaces": ["public procurement page", "consultant database", "board agenda", "internal IC packet"], "pattern": "The official procurement surface validates that investment procurements are formal and public, while the consultant renewal date creates a near-term gatekeeper-change watch item.", "sme_verify": "Ask a Chicago public-pension consultant SME whether Callan/consultant renewal or board procurement is the real first gate for alternatives manager outreach.", "source_path": "https://www.ctpf.org/about-ctpf/procurement-service-providers"}, "confidence": 0.92, "created_at": "2026-06-19 13:57:28", "deadline": "2026-06-30", "id": "rfp-open-chicago-teachers-pension-fund-procurement-and-consultant-renewal-monitor-public-pension-procurement-investment-consultant-renewal-alternatives-rfp-monitor-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "rfp_open", "status": "monitor", "strategy": "public pension procurement / investment consultant renewal / alternatives RFP monitor", "subject_id": "chicago-teachers-pension-fund-procurement-and-consultant-renewal-monitor", "subject_name": "Chicago Teachers Pension Fund procurement and consultant-renewal monitor", "subject_type": "public_pension", "updated_at": "2026-06-19 13:57:28"}
{"amount": "", "attrs": {"action": "Keep AAA Auto Club Group as an SME-verification target until an official insurance investment-office source, conference bio, regulatory filing, or direct staff source validates the alternatives gatekeeper and strategy appetite.", "chatbot_surfaces": ["SME verification", "conference bios", "insurance filings", "consultant database"], "pattern": "Insurance general-account targets can be valuable for market-neutral and capital-efficient strategies, but scraped people-list evidence should not be treated as a live mandate without public verification.", "sme_verify": "Ask an insurance-allocator SME whether Caitlin Mooney or another current AAA Auto Club Group investment officer screens liquid alternatives, and whether outreach should be direct or consultant-mediated.", "source_path": "data/recovered_batches/extracted_tick10_alts_allocators.json"}, "confidence": 0.62, "created_at": "2026-06-19 13:57:28", "deadline": null, "id": "source-gap-monitor-aaa-auto-club-group-alternatives-gatekeeper-verification-systematic-market-neutral-liquid-alternatives-for-insurance-balance-sheet-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "source_gap_monitor", "status": "monitor", "strategy": "systematic / market-neutral / liquid alternatives for insurance balance sheet", "subject_id": "aaa-auto-club-group-alternatives-gatekeeper-verification", "subject_name": "AAA Auto Club Group alternatives gatekeeper verification", "subject_type": "insurance_general_account", "updated_at": "2026-06-19 13:57:28"}
{"amount": "", "attrs": {"action": "Register and maintain current strategy/contact data in Nasdaq eVestment; if the strategy misses listed size thresholds, pitch directly using the CalPERS contact/proposal path.", "chatbot_surfaces": ["CalPERS manager opportunities", "Nasdaq eVestment", "consultant database", "internal IC packet"], "pattern": "CalPERS exposes a public investment manager opportunity surface that directs qualified public-market managers through Nasdaq eVestment and related direct outreach.", "sme_verify": "Ask a CalPERS or public-pension consultant SME whether eVestment profile completeness or direct staff contact is the stronger first-touch route for systematic public managers.", "source_path": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/public-investment-manager-opportunities"}, "confidence": 0.96, "created_at": "2026-06-19 14:00:22", "deadline": null, "id": "manager-registration-open-calpers-public-investment-manager-opportunities-liquid-quant-systematic-public-equity-and-fixed-income-manager-registration-2026-06-19-open", "next_review": null, "signal_date": "2026-06-19", "signal_type": "manager_registration_open", "status": "open", "strategy": "liquid quant / systematic public equity and fixed income manager registration", "subject_id": "calpers-public-investment-manager-opportunities", "subject_name": "CalPERS Public Investment Manager Opportunities", "subject_type": "public_pension", "updated_at": "2026-06-19 14:00:22"}
{"amount": "", "attrs": {"action": "Submit a concise proposal through the secure CalPERS proposal portal and keep follow-up diligence materials ready: track record, implementation fit, fees, liquidity, risk controls, and references.", "chatbot_surfaces": ["CalPERS proposal portal", "public web", "internal IC packet"], "pattern": "A direct proposal-submission page creates a standing intake route even when no formal RFP is open.", "sme_verify": "Ask a CalPERS SME whether unsolicited proposals are triaged centrally, asset-class-team routed, or ignored without a relationship sponsor.", "source_path": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/investment-proposal-submission"}, "confidence": 0.95, "created_at": "2026-06-19 14:00:22", "deadline": null, "id": "manager-registration-open-calpers-investment-proposal-submission-direct-investment-proposal-portal-liquid-quant-pitch-intake-2026-06-19-open", "next_review": null, "signal_date": "2026-06-19", "signal_type": "manager_registration_open", "status": "open", "strategy": "direct investment proposal portal / liquid quant pitch intake", "subject_id": "calpers-investment-proposal-submission", "subject_name": "CalPERS Investment Proposal Submission", "subject_type": "public_pension", "updated_at": "2026-06-19 14:00:22"}
{"amount": "", "attrs": {"action": "Contact the Emerging Manager Team and map the quant strategy to current asset-class parameters, capacity, diversity/ownership profile, fees, risk controls, and existing NYSCRF absolute-return exposures.", "chatbot_surfaces": ["NYSCRF emerging manager page", "monthly disclosures", "consultant database", "internal IC packet"], "pattern": "Emerging-manager programs are standing pipeline surfaces where smaller or newer systematic managers can be evaluated outside a one-off RFP calendar.", "sme_verify": "Ask a NYSCRF/emerging-manager SME which program partners and asset-class sleeves currently screen systematic public or absolute-return strategies.", "source_path": "https://www.osc.ny.gov/common-retirement-fund/emerging-manager"}, "confidence": 0.94, "created_at": "2026-06-19 14:00:22", "deadline": null, "id": "manager-registration-open-nyscrf-emerging-manager-program-emerging-manager-pipeline-systematic-public-strategies-2026-06-19-open", "next_review": null, "signal_date": "2026-06-19", "signal_type": "manager_registration_open", "status": "open", "strategy": "emerging manager pipeline / systematic public strategies", "subject_id": "nyscrf-emerging-manager-program", "subject_name": "NYSCRF Emerging Manager Program", "subject_type": "public_pension", "updated_at": "2026-06-19 14:00:22"}
{"amount": "", "attrs": {"action": "Monitor VRS for follow-on liquid credit, relative-value, or systematic fixed-income replacement demand; pitch with fee/liquidity clarity and replacement-capital transition plan.", "pattern": "A terminated liquid-credit hedge-fund sleeve can create a near-term slot for replacement managers if the termination reflects fit, performance, or portfolio redesign rather than a full category exit.", "sme_verify": "Ask a VRS or public-pension credit SME whether Orchard was terminated for performance, fit, fee/liquidity, or a broader sleeve redesign, and what replaced the exposure.", "source_path": "https://pionline.com/utimco-operf-vrs-swib-lp-hedge-fund-allocations-2025-2026"}, "confidence": 0.84, "created_at": "2026-06-19 14:08:38", "deadline": null, "id": "manager-termination-virginia-retirement-system-orchard-liquid-credit-termination-credit-hedge-fund-liquid-credit-sleeve-replacement-2026-03-01-monitor", "next_review": null, "signal_date": "2026-03-01", "signal_type": "manager_termination", "status": "monitor", "strategy": "credit hedge fund / liquid credit sleeve replacement", "subject_id": "virginia-retirement-system-orchard-liquid-credit-termination", "subject_name": "Virginia Retirement System Orchard Liquid Credit termination", "subject_type": "public_pension", "updated_at": "2026-06-19 14:08:38"}
{"amount": "", "attrs": {"action": "Monitor SURS and peer public plans for long-vol/risk-mitigation replacement demand; pitch crisis-alpha or systematic convexity alternatives with drawdown, carry-cost, and implementation comparisons.", "pattern": "A direct termination from a long-volatility sleeve is a high-signal replacement-motion event because the allocator still has to decide whether to refill, redesign, or abandon the risk-mitigation bucket.", "sme_verify": "Ask an Illinois public-pension or crisis-alpha SME whether the termination was purely performance-driven, fee/carry-cost driven, or a redesign of the risk-mitigation sleeve.", "source_path": "https://pionline.com/endowment-sovereign-wealth-pension-lp-allocations-2025"}, "confidence": 0.86, "created_at": "2026-06-19 14:08:38", "deadline": null, "id": "manager-termination-illinois-state-universities-retirement-system-long-vol-manager-termination-long-volatility-crisis-alpha-risk-mitigation-2026-01-01-monitor", "next_review": null, "signal_date": "2026-01-01", "signal_type": "manager_termination", "status": "monitor", "strategy": "long volatility / crisis alpha / risk mitigation", "subject_id": "illinois-state-universities-retirement-system-long-vol-manager-termination", "subject_name": "Illinois State Universities Retirement System long-vol manager termination", "subject_type": "public_pension", "updated_at": "2026-06-19 14:08:38"}
{"amount": "", "attrs": {"action": "For every public-pension termination, assemble a replacement packet before the formal RFP appears: incumbent failure thesis, transition plan, fee/liquidity schedule, risk-comparison table, and consultant-ready DDQ.", "pattern": "Replacement opportunities often appear first as termination disclosures, board minutes, consultant renewals, or monthly transaction reports before a public manager search is visible.", "sme_verify": "Ask a public-pension consultant SME which artifact usually precedes a replacement search: board minute, consultant memo, monthly disclosure, manager database update, or direct staff outreach.", "source_path": "docs/quant-signal-validation.md"}, "confidence": 0.82, "created_at": "2026-06-19 14:08:38", "deadline": null, "id": "replacement-motion-pattern-public-pension-low-performer-replacement-pattern-manager-pruning-replacement-cycle-targeting-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "replacement_motion_pattern", "status": "monitor", "strategy": "manager pruning / replacement-cycle targeting", "subject_id": "public-pension-low-performer-replacement-pattern", "subject_name": "Public pension low-performer replacement pattern", "subject_type": "process", "updated_at": "2026-06-19 14:08:38"}
{"amount": "", "attrs": {"action": "Replace contaminated SocGen evidence with a BNP-direct source before treating BNP as an active prime-brokerage gatekeeper.", "pattern": "Wrong-subject contamination left this row without a BNP-primary source.", "sme_verify": "Ask a prime-brokerage SME which BNP page or announcement proves a real capital-introduction or financing motion.", "source_path": "data/quant_pitch_calendar.json"}, "confidence": 0.6, "created_at": "2026-06-19 14:13:30", "deadline": null, "id": "source-quality-monitor-bnp-paribas-prime-brokerage-source-remediation-prime-brokerage-hedge-fund-financing-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "source_quality_monitor", "status": "monitor", "strategy": "prime brokerage / hedge fund financing", "subject_id": "bnp-paribas-prime-brokerage-source-remediation", "subject_name": "BNP Paribas Prime Brokerage source remediation", "subject_type": "vendor", "updated_at": "2026-06-19 14:43:21"}
{"amount": "", "attrs": {"action": "Replace contaminated SocGen evidence with a UBS-direct source before treating UBS as an active prime-brokerage gatekeeper.", "pattern": "Wrong-subject contamination left this row without a UBS-primary source.", "sme_verify": "Ask a prime-brokerage SME which UBS page or announcement proves a real capital-introduction or financing motion.", "source_path": "data/quant_pitch_calendar.json"}, "confidence": 0.6, "created_at": "2026-06-19 14:13:30", "deadline": null, "id": "source-quality-monitor-ubs-prime-brokerage-source-remediation-prime-brokerage-hedge-fund-financing-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "source_quality_monitor", "status": "monitor", "strategy": "prime brokerage / hedge fund financing", "subject_id": "ubs-prime-brokerage-source-remediation", "subject_name": "UBS Prime Brokerage source remediation", "subject_type": "vendor", "updated_at": "2026-06-19 14:43:21"}
{"amount": "", "attrs": {"action": "Keep ALSAC/St. Jude as a source-gap monitor until an official financial report, Form 990, investment-office page, conference bio, or direct staff source validates the liquid-alts gatekeeper claim.", "pattern": "Official financial pages can validate institution scale but not necessarily investment-gatekeeper identity or mandate appetite.", "sme_verify": "Ask a healthcare-endowment SME whether Nicola da Roza is the current investment gatekeeper and whether outreach is direct or consultant-mediated.", "source_path": "https://www.stjude.org/about-st-jude/financial-information.html"}, "confidence": 0.68, "created_at": "2026-06-19 14:13:30", "deadline": null, "id": "source-quality-monitor-alsac-st-jude-investment-gatekeeper-source-remediation-liquid-alternatives-hedge-funds-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "source_quality_monitor", "status": "monitor", "strategy": "liquid alternatives / hedge funds", "subject_id": "alsac-st-jude-investment-gatekeeper-source-remediation", "subject_name": "ALSAC St. Jude investment-gatekeeper source remediation", "subject_type": "hospital_endowment", "updated_at": "2026-06-19 14:13:30"}
{"amount": "", "attrs": {"action": "Backfill trade-press-backed high-priority signals with official board packets, RFPs, monthly disclosures, annual reports, Form 990s, or program pages where available.", "pattern": "Trade press can be useful for discovery but should be replaced by official allocator records before a high-confidence outreach playbook is finalized.", "sme_verify": "Ask the relevant allocator/consultant SME which official record confirms the trade-press signal and whether the action is still current.", "source_path": "data/quant_pitch_calendar.json"}, "confidence": 0.74, "created_at": "2026-06-19 14:13:30", "deadline": null, "id": "source-quality-monitor-trade-press-replacement-signal-source-remediation-board-packets-official-records-replacement-motion-verification-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "source_quality_monitor", "status": "monitor", "strategy": "board packets / official records / replacement-motion verification", "subject_id": "trade-press-replacement-signal-source-remediation", "subject_name": "Trade-press replacement signal source remediation", "subject_type": "process", "updated_at": "2026-06-19 14:13:30"}
{"amount": "", "attrs": {"action": "Split Chicago Teachers procurement monitoring from any merged Chicago pension RFP cluster; use the CTPF investment-procurement page as the official source for CTPF-specific investment RFP monitoring.", "pattern": "Merged metro pension clusters should be decomposed into official plan-level procurement surfaces before a pitch calendar row is treated as actionable.", "sme_verify": "Ask a Chicago public-pension consultant whether CTPF investment procurements are run directly from this page or also through an external consultant database.", "source_path": "https://www.ctpf.org/post/investment-procurements"}, "confidence": 0.92, "created_at": "2026-06-19 14:23:11", "deadline": null, "id": "official-source-upgrade-ctpf-investment-procurements-official-source-split-investment-procurement-consultant-and-manager-searches-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "official_source_upgrade", "status": "active", "strategy": "investment procurement / consultant and manager searches", "subject_id": "ctpf-investment-procurements-official-source-split", "subject_name": "CTPF Investment Procurements official source split", "subject_type": "public_pension", "updated_at": "2026-06-19 14:23:11"}
{"amount": "", "attrs": {"action": "Split MEABF from any merged Chicago pension RFP cluster; monitor the MEABF procurement page separately for service-provider or investment-adjacent searches.", "pattern": "Separate plan-level procurement surfaces preserve routing accuracy and prevent wrong-plan evidence from contaminating outreach.", "sme_verify": "Ask a Chicago pension SME whether MEABF investment searches appear on this page, consultant pages, or board packets first.", "source_path": "https://www.meabf.org/procurement-opportunities/"}, "confidence": 0.88, "created_at": "2026-06-19 14:23:11", "deadline": null, "id": "official-source-upgrade-meabf-procurement-opportunities-official-source-split-procurement-service-provider-and-investment-adjacent-searches-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "official_source_upgrade", "status": "active", "strategy": "procurement / service-provider and investment-adjacent searches", "subject_id": "meabf-procurement-opportunities-official-source-split", "subject_name": "MEABF Procurement Opportunities official source split", "subject_type": "public_pension", "updated_at": "2026-06-19 14:23:11"}
{"amount": "", "attrs": {"action": "Keep HMC as a general allocator and manager-intake row, but do not cite a specific hedge-fund-allocation claim unless the annual report PDF or another official HMC source is extracted.", "pattern": "Official partner-contact pages can validate allocator intake but not necessarily a specific hedge-fund allocation thesis.", "sme_verify": "Ask an endowment allocator SME which HMC report or board record proves hedge-fund allocation exposure and whether new-manager outreach is active.", "source_path": "https://www.hmc.harvard.edu/partners-performance/"}, "confidence": 0.66, "created_at": "2026-06-19 14:23:11", "deadline": null, "id": "source-quality-monitor-hmc-hedge-fund-allocation-claim-downgrade-new-manager-relationship-intake-hedge-fund-allocation-verification-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "source_quality_monitor", "status": "monitor", "strategy": "new-manager relationship intake / hedge fund allocation verification", "subject_id": "hmc-hedge-fund-allocation-claim-downgrade", "subject_name": "HMC hedge-fund allocation claim downgrade", "subject_type": "endowment", "updated_at": "2026-06-19 14:23:11"}
{"amount": "", "attrs": {"action": "Use the SURS official manager-decision page to validate a manager-reallocation cycle, but keep the exact long-vol termination claim as monitor until the sleeve-specific packet or disclosure is extracted.", "pattern": "An official manager-decision record upgrades replacement-motion confidence but does not prove sleeve-level strategy demand without the detailed board packet.", "sme_verify": "Ask an Illinois public-pension alternatives SME whether the SURS manager decision touched long-volatility, crisis-alpha, or a broader diversifying-strategies reallocation.", "source_path": "https://surs.org/press/surs-board-votes-on-manager-decisions/"}, "confidence": 0.72, "created_at": "2026-06-19 14:23:11", "deadline": null, "id": "replacement-motion-resourcing-surs-manager-reallocation-official-source-downgrade-manager-reallocation-long-vol-replacement-verification-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "replacement_motion_resourcing", "status": "monitor", "strategy": "manager reallocation / long-vol replacement verification", "subject_id": "surs-manager-reallocation-official-source-downgrade", "subject_name": "SURS manager reallocation official-source downgrade", "subject_type": "public_pension", "updated_at": "2026-06-19 14:23:11"}
{"amount": "", "attrs": {"action": "Downgrade Murdock Trust to archive/monitor for now; do not treat it as a live pitch surface while the official investments page says the Trust is not currently seeking new investment managers.", "pattern": "A named investment page can be negative actionable evidence: it prevents wasted outreach and sets a recheck cadence.", "sme_verify": "Ask a foundation-investment SME what event or consultant relationship would precede Murdock reopening manager intake.", "source_path": "https://murdocktrust.org/investments"}, "confidence": 0.9, "created_at": "2026-06-19 14:23:11", "deadline": null, "id": "negative-pitch-surface-murdock-trust-investment-manager-intake-closed-qis-liquid-alternatives-manager-intake-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "negative_pitch_surface", "status": "monitor", "strategy": "QIS / liquid alternatives manager intake", "subject_id": "murdock-trust-investment-manager-intake-closed", "subject_name": "Murdock Trust investment-manager intake closed", "subject_type": "foundation", "updated_at": "2026-06-19 14:23:11"}
{"amount": "", "attrs": {"action": "Keep Northeast Pension Consortium as trade-press-only monitor until an official consortium, plan, board-packet, or procurement source is found.", "pattern": "Allocator-network claims need official plan-level corroboration before they drive high-confidence outreach.", "sme_verify": "Ask a Northeast public-pension SME which official plan or consortium record confirms the collaboration and whether it affects manager access.", "source_path": "data/quant_pitch_calendar.json"}, "confidence": 0.5, "created_at": "2026-06-19 14:23:11", "deadline": null, "id": "source-gap-monitor-northeast-pension-consortium-official-source-gap-public-pension-collaboration-manager-access-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "source_gap_monitor", "status": "monitor", "strategy": "public-pension collaboration / manager access", "subject_id": "northeast-pension-consortium-official-source-gap", "subject_name": "Northeast Pension Consortium official source gap", "subject_type": "allocator_network", "updated_at": "2026-06-19 14:23:11"}
{"amount": "", "attrs": {"action": "Keep MassPRIM managed-account platform as monitor until a MassPRIM procurement, board record, or official platform document surfaces.", "pattern": "Implementation-structure claims require primary plan records before being used as allocator-specific pitch evidence.", "sme_verify": "Ask a MassPRIM or consultant SME which official record confirms managed-account platform status and whether new systematic managers can access it.", "source_path": "data/quant_pitch_calendar.json"}, "confidence": 0.54, "created_at": "2026-06-19 14:23:11", "deadline": null, "id": "source-gap-monitor-massprim-managed-account-platform-official-source-gap-managed-account-platform-hedge-fund-implementation-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "source_gap_monitor", "status": "monitor", "strategy": "managed-account platform / hedge fund implementation", "subject_id": "massprim-managed-account-platform-official-source-gap", "subject_name": "MassPRIM managed-account platform official source gap", "subject_type": "public_pension", "updated_at": "2026-06-19 14:23:11"}
{"amount": "", "attrs": {"action": "Keep Goldman allocator survey rows as market-monitor evidence only until a Goldman Prime Services or Asset Management report page is found.", "pattern": "Survey-based demand can inform messaging but should not be treated as an allocator-specific open pitch window without the primary report.", "sme_verify": "Ask a prime-broker cap-intro SME whether the current Goldman survey is distributed publicly, privately to clients, or only through press summaries.", "source_path": "data/quant_pitch_calendar.json"}, "confidence": 0.58, "created_at": "2026-06-19 14:23:11", "deadline": null, "id": "source-gap-monitor-goldman-allocator-survey-official-source-gap-allocator-survey-hedge-fund-demand-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "source_gap_monitor", "status": "monitor", "strategy": "allocator survey / hedge fund demand", "subject_id": "goldman-allocator-survey-official-source-gap", "subject_name": "Goldman allocator survey official source gap", "subject_type": "market", "updated_at": "2026-06-19 14:23:11"}
{"amount": "", "attrs": {"action": "Keep J.P. Morgan Private Bank family-office alternatives as monitor until a public J.P. Morgan report page, research note, or event page is surfaced.", "pattern": "Private-bank channel demand should be sourced to the bank's own research or event surfaces before high-confidence AEO/GEO claims are made.", "sme_verify": "Ask a private-bank alternatives specialist which JPMorgan research or event surface drives family-office hedge-fund education.", "source_path": "data/quant_pitch_calendar.json"}, "confidence": 0.56, "created_at": "2026-06-19 14:23:11", "deadline": null, "id": "source-gap-monitor-j-p-morgan-private-bank-family-office-alternatives-official-source-gap-family-office-alternatives-private-wealth-distribution-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "source_gap_monitor", "status": "monitor", "strategy": "family-office alternatives / private wealth distribution", "subject_id": "j-p-morgan-private-bank-family-office-alternatives-official-source-gap", "subject_name": "J.P. Morgan Private Bank family-office alternatives official source gap", "subject_type": "private_bank", "updated_at": "2026-06-19 14:23:11"}
{"amount": "", "attrs": {"action": "Keep the VRS Orchard termination as monitor pending an official board packet, annual report, or disclosure; do not upgrade to active replacement demand from trade-press evidence alone.", "pattern": "Termination claims need a primary allocator record before they become replacement-pitch evidence.", "sme_verify": "Ask a VRS or public-pension credit SME whether Orchard was terminated for performance, fit, fee/liquidity, or a broader sleeve redesign, and what replaced the exposure.", "source_path": "data/quant_pitch_calendar.json"}, "confidence": 0.55, "created_at": "2026-06-19 14:23:11", "deadline": null, "id": "source-gap-monitor-vrs-orchard-liquid-credit-official-source-gap-liquid-credit-relative-value-replacement-verification-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "source_gap_monitor", "status": "monitor", "strategy": "liquid credit / relative-value replacement verification", "subject_id": "vrs-orchard-liquid-credit-official-source-gap", "subject_name": "VRS Orchard Liquid Credit official source gap", "subject_type": "public_pension", "updated_at": "2026-06-19 14:23:11"}
{"amount": "", "attrs": {"action": "Open the Comptroller RFP board page, follow the passive-indexing search notice, and extract every solicitation attachment and addendum URL plus deadline and award-path metadata.", "chatbot_surfaces": ["public web", "consultant database", "internal investment committee packet"], "expected_fields": ["search_name", "deadline", "contract_expiry", "mandate", "requirements", "attachment_titles", "attachment_urls", "addendum_titles", "addendum_urls", "award_path", "document_url"], "pattern": "The announcement flags an open passive-indexing search, but the board page is the source-of-truth surface for attachment and addendum discovery.", "sme_verify": "Ask a NYC BAM procurement SME whether all addenda and attachments must be cited in the first response or only after shortlist.", "source_path": "https://comptroller.nyc.gov/services/for-businesses/doing-business-with-the-comptroller/rfps-solicitations/"}, "confidence": 0.94, "created_at": "2026-06-19 14:36:22", "deadline": "2026-07-15", "id": "artifact-extraction-nyc-bam-passive-indexing-search-attachments-and-addenda-rfp-attachments-addenda-award-path-extraction-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "artifact_extraction", "status": "active", "strategy": "RFP attachments / addenda / award-path extraction", "subject_id": "nyc-bam-passive-indexing-search-attachments-and-addenda", "subject_name": "NYC BAM passive indexing search attachments and addenda", "subject_type": "public_pension", "updated_at": "2026-06-19 14:36:22"}
{"amount": "", "attrs": {"action": "Open the TRS board materials archive and capture the July 16-17, 2026 board bundle, including agenda, summary, recording, and any manager-change references.", "pattern": "The archive is organized by meeting date, so the July 2026 packet should be extracted as a date-specific board-book set rather than a generic archive row.", "required_packet_delta": "board_date, agenda_item, approval, vote, speaker, committee, manager_change, board_book_url, summary_url, recording_url, document_url", "sme_verify": "Ask a Texas public-pension SME which TRS board-book sections usually reveal manager changes before public allocation reports.", "source_path": "https://trs.texas.gov/about/trustees/board-meeting-materials; docs/quant-board-packet-extraction-queue.md; data/recovered_loop_tick55_board_artifact_extraction_signals.json"}, "confidence": 0.86, "created_at": "2026-06-19 14:36:22", "deadline": null, "id": "artifact-extraction-trs-texas-july-2026-board-materials-board-book-agenda-manager-change-extraction-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "artifact_extraction", "status": "monitor", "strategy": "board book / agenda / manager-change extraction", "subject_id": "trs-texas-july-2026-board-materials", "subject_name": "TRS Texas July 2026 board materials", "subject_type": "public_pension", "updated_at": "2026-06-19 17:31:28"}
{"amount": "", "attrs": {"action": "Extract the March 2026 disclosure PDF into normalized manager, asset-class, transaction, hire/termination, placement-agent, and amount fields.", "chatbot_surfaces": ["public web", "consultant database", "internal investment committee packet"], "expected_fields": ["month", "manager_name", "asset_class", "transaction_type", "hire_or_termination", "placement_agent", "amount", "document_url"], "pattern": "The March 2026 PDF is a live disclosure artifact that can be normalized into a manager-hire and transaction tape, not just summarized as a report.", "sme_verify": "Ask a NYSCRF SME which transaction categories are most predictive of future hedge-fund or systematic manager searches.", "source_path": "https://www.osc.ny.gov/files/common-retirement-fund/pdf/march-2026.pdf"}, "confidence": 0.95, "created_at": "2026-06-19 14:36:22", "deadline": null, "id": "artifact-extraction-nyscrf-march-2026-monthly-disclosure-pdf-monthly-disclosure-manager-hire-and-transaction-tape-2026-03-active", "next_review": null, "signal_date": "2026-03", "signal_type": "artifact_extraction", "status": "active", "strategy": "monthly disclosure / manager hire and transaction tape", "subject_id": "nyscrf-march-2026-monthly-disclosure-pdf", "subject_name": "NYSCRF March 2026 monthly disclosure PDF", "subject_type": "public_pension", "updated_at": "2026-06-19 14:36:22"}
{"amount": "", "attrs": {"action": "Treat the secure proposal portal as a standing intake route and extract the submission requirements into a pitch packet with diligence-ready fields.", "chatbot_surfaces": ["public web", "consultant database", "internal investment committee packet"], "expected_fields": ["strategy", "aum", "track_record", "fees", "liquidity", "implementation_fit", "references", "submission_path", "document_url"], "pattern": "A direct proposal-submission page creates a live intake path even when no formal RFP is open.", "sme_verify": "Ask a CalPERS SME whether unsolicited proposals are triaged centrally, asset-class-team routed, or ignored without a relationship sponsor.", "source_path": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/investment-proposal-submission"}, "confidence": 0.94, "created_at": "2026-06-19 14:36:22", "deadline": null, "id": "artifact-extraction-calpers-investment-proposal-submission-extraction-direct-proposal-portal-diligence-packet-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "artifact_extraction", "status": "active", "strategy": "direct proposal portal / diligence packet", "subject_id": "calpers-investment-proposal-submission-extraction", "subject_name": "CalPERS Investment Proposal Submission extraction", "subject_type": "public_pension", "updated_at": "2026-06-19 14:36:22"}
{"amount": "", "attrs": {"action": "Extract the public manager-opportunity criteria and qualification path so the strategy can be matched to the current intake surface and size thresholds.", "chatbot_surfaces": ["public web", "consultant database", "internal investment committee packet"], "expected_fields": ["strategy_category", "minimum_aum", "track_record", "contact_method", "status_date", "document_url"], "pattern": "CalPERS exposes a public investment manager opportunity surface that routes qualified managers through eVestment and related direct outreach.", "sme_verify": "Ask a CalPERS or public-pension consultant SME whether eVestment profile completeness or direct staff contact is the stronger first-touch route for systematic public managers.", "source_path": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/public-investment-manager-opportunities"}, "confidence": 0.93, "created_at": "2026-06-19 14:36:22", "deadline": null, "id": "artifact-extraction-calpers-public-investment-manager-opportunities-extraction-public-manager-opportunity-criteria-qualification-path-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "artifact_extraction", "status": "active", "strategy": "public manager-opportunity criteria / qualification path", "subject_id": "calpers-public-investment-manager-opportunities-extraction", "subject_name": "CalPERS Public Investment Manager Opportunities extraction", "subject_type": "public_pension", "updated_at": "2026-06-19 14:36:22"}
{"amount": "", "attrs": {"action": "Extract the emerging-manager eligibility, graduation, and allocation language so the route can be mapped to the correct asset-class partner and contact surface.", "chatbot_surfaces": ["public web", "consultant database", "internal investment committee packet"], "expected_fields": ["eligibility", "aum_threshold", "allocation_path", "graduation_criteria", "program_contact", "asset_class_parameters", "document_url"], "pattern": "Emerging-manager programs are standing pipeline surfaces where smaller or newer systematic managers can be evaluated outside a one-off RFP calendar.", "sme_verify": "Ask a NYSCRF SME whether emerging-manager intake differs for systematic liquid strategies versus private markets or long-only public markets.", "source_path": "https://www.osc.ny.gov/common-retirement-fund/emerging-manager"}, "confidence": 0.92, "created_at": "2026-06-19 14:36:22", "deadline": null, "id": "artifact-extraction-nyscrf-emerging-manager-program-extraction-emerging-manager-eligibility-graduation-allocation-route-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "artifact_extraction", "status": "active", "strategy": "emerging-manager eligibility / graduation / allocation route", "subject_id": "nyscrf-emerging-manager-program-extraction", "subject_name": "NYSCRF Emerging Manager Program extraction", "subject_type": "public_pension", "updated_at": "2026-06-19 14:36:22"}
{"amount": "", "attrs": {"action": "Treat Citi Wealth as a private-wealth distribution rail and prepare platform-compatible hedge-fund materials with clean fees, liquidity, subscription workflow, and advisor FAQ.", "chatbot_surfaces": ["wealth insights hub", "family-office report PDF", "advisor FAQ", "private-bank article pages"], "pattern": "Citi-style wealth alternatives access now runs through platform packaging rather than bilateral fund pitching alone.", "source_path": "data/recovered_loop_tick35_private_wealth_platform_signals.json"}, "confidence": 0.83, "created_at": "2026-06-19 14:36:22", "deadline": null, "id": "distribution-channel-change-citi-wealth-direct-research-private-wealth-alternatives-distribution-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "distribution_channel_change", "status": "active", "strategy": "private wealth alternatives distribution", "subject_id": "citi-wealth-direct-research", "subject_name": "Citi Wealth direct research", "subject_type": "vendor", "updated_at": "2026-06-19 14:36:22"}
{"amount": "", "attrs": {"action": "Keep the archive as a monitor until the exact lineage is verified and separately normalized from the broader UBS family-office page.", "chatbot_surfaces": ["Global Family Office Report PDF", "UHNW research hub", "webinar deck", "report landing page"], "pattern": "UBS family-office coverage is present in corpus, but the Credit Suisse archive lineage is still an unresolved source gap.", "sme_verify": "Is the archive separately searchable or only recoverable through the current UBS family-office page?", "source_path": "data/recovered_loop_tick36_private_wealth_platform_signals.json"}, "confidence": 0.72, "created_at": "2026-06-19 14:36:22", "deadline": null, "id": "source-gap-monitor-ubs-credit-suisse-gfo-archive-family-office-allocation-research-private-wealth-alternatives-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "source_gap_monitor", "status": "monitor", "strategy": "family office allocation research / private wealth alternatives", "subject_id": "ubs-credit-suisse-gfo-archive", "subject_name": "UBS/Credit Suisse GFO archive", "subject_type": "vendor", "updated_at": "2026-06-19 16:21:16"}
{"amount": "", "attrs": {"action": "Use J.P. Morgan Private Bank as a monitor-only family-office research route until a public report page, research note, or event page is surfaced.", "chatbot_surfaces": ["private bank research hub", "family-office note pages", "alternatives education articles", "advisor workflow"], "pattern": "Private-bank research can be a demand map, but the official-source bar is still not fully cleared here.", "sme_verify": "Which JPMorgan research or event surface actually drives family-office hedge-fund education?", "source_path": "data/recovered_loop_tick53_official_resourcing_triage.json"}, "confidence": 0.76, "created_at": "2026-06-19 14:36:22", "deadline": null, "id": "source-gap-monitor-j-p-morgan-private-bank-research-family-office-hedge-funds-alternatives-research-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "source_gap_monitor", "status": "monitor", "strategy": "family-office hedge funds / alternatives research", "subject_id": "j-p-morgan-private-bank-research", "subject_name": "J.P. Morgan Private Bank research", "subject_type": "vendor", "updated_at": "2026-06-19 16:21:16"}
{"amount": "", "attrs": {"action": "Work the Family Wealth Alliance network as a referral and education channel for multifamily offices; package diligence materials that can be reused across member firms.", "chatbot_surfaces": ["member portal", "event calendar", "sponsor directory", "webinar archive", "newsletter"], "pattern": "MFO networks amplify distribution when the material is reusable across member firms and CIO workflows.", "source_path": "data/recovered_loop_tick36_private_wealth_platform_signals.json"}, "confidence": 0.92, "created_at": "2026-06-19 14:36:22", "deadline": null, "id": "family-office-channel-family-wealth-alliance-mfo-network-referral-multiplier-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "family_office_channel", "status": "active", "strategy": "MFO network / referral multiplier", "subject_id": "family-wealth-alliance", "subject_name": "Family Wealth Alliance", "subject_type": "vendor", "updated_at": "2026-06-19 14:36:22"}
{"amount": "", "attrs": {"action": "Package hedge-fund-like exposure with model-portfolio fit, SMA compatibility, risk summaries, and public-private allocation language.", "chatbot_surfaces": ["model-portfolio library", "advisor research pages", "home-office workflow", "product screening pages"], "pattern": "The model-portfolio gatekeeper decides whether a strategy becomes operationally recommendable inside advisor channels.", "sme_verify": "Which Morningstar field actually controls shelf inclusion?", "source_path": "data/recovered_loop_tick36_private_wealth_platform_signals.json"}, "confidence": 0.93, "created_at": "2026-06-19 14:36:22", "deadline": null, "id": "workflow-retrieval-surface-morningstar-wealth-model-portfolios-advisor-workflow-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "workflow_retrieval_surface", "status": "active", "strategy": "model portfolios / advisor workflow", "subject_id": "morningstar-wealth", "subject_name": "Morningstar Wealth", "subject_type": "vendor", "updated_at": "2026-06-19 16:21:16"}
{"amount": "", "attrs": {"action": "Benchmark quant hedge-fund distribution against private-markets SMA wrappers and prepare managed-account, evergreen, and advisor-platform compatibility answers.", "chatbot_surfaces": ["advisor portal", "SMA product pages", "due-diligence packet", "model approval workflow"], "pattern": "When major wealth platforms launch private-markets SMAs, alternatives distribution shifts toward wrappers that solve access and operations for advisors.", "source_path": "data/recovered_loop_tick36_private_wealth_platform_signals.json"}, "confidence": 0.89, "created_at": "2026-06-19 14:36:22", "deadline": null, "id": "distribution-channel-change-morgan-stanley-wealth-management-blackrock-sma-private-markets-sma-advisor-distributed-alternatives-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "distribution_channel_change", "status": "active", "strategy": "private markets SMA / advisor-distributed alternatives", "subject_id": "morgan-stanley-wealth-management-blackrock-sma", "subject_name": "Morgan Stanley Wealth Management / BlackRock SMA", "subject_type": "vendor", "updated_at": "2026-06-19 14:36:22"}
{"amount": "", "attrs": {"action": "Use CAPTRUST for corporate-pension and foundation access with implementation-oriented, fee-aware, diligence-light materials.", "chatbot_surfaces": ["OCIO manager intake", "fiduciary research pages", "consultant screen", "RFP workflow"], "pattern": "Large OCIO and fiduciary advisers are hidden gatekeepers for outsourced capital and need fast, operationally clear packets.", "sme_verify": "Does the CAPTRUST route lead through fiduciary staff, a consultant screen, or direct manager intake?", "source_path": "data/recovered_loop_tick31_healthcare_insurance_signals.json"}, "confidence": 0.84, "created_at": "2026-06-19 14:36:22", "deadline": null, "id": "ocio-channel-captrust-ocio-fiduciary-adviser-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "ocio_channel", "status": "active", "strategy": "OCIO / fiduciary adviser", "subject_id": "captrust", "subject_name": "CAPTRUST", "subject_type": "vendor", "updated_at": "2026-06-19 16:21:16"}
{"amount": "", "attrs": {"action": "Treat Pathstone as a family-office allocator route and prepare CIO-level research materials that can pass through a large MFO investment team.", "chatbot_surfaces": ["CIO thought-leadership pages", "family-office research hub", "private-client portal", "IC materials"], "pattern": "Large MFOs with formal investment research teams can behave like institutional allocators when the content is governance-friendly and reusable.", "source_path": "data/recovered_batches/extracted_tick9_family_offices.json"}, "confidence": 0.8, "created_at": "2026-06-19 14:36:22", "deadline": null, "id": "family-office-channel-pathstone-multi-family-office-investment-research-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "family_office_channel", "status": "active", "strategy": "multi-family office / investment research", "subject_id": "pathstone", "subject_name": "Pathstone", "subject_type": "allocator", "updated_at": "2026-06-19 14:36:22"}
{"amount": "", "attrs": {"action": "Keep Envestnet as a source-gap monitor until a direct platform page, product-shelf reference, or advisor-workflow source is added to the corpus.", "chatbot_surfaces": ["model marketplace", "advisor portal", "home-office research workflow", "product shelf"], "pattern": "RIA platform shelves are important distribution layers, but this one is still weakly represented in the corpus.", "sme_verify": "Does Envestnet have a public advisor workflow surface or only partner/private access?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md"}, "confidence": 0.69, "created_at": "2026-06-19 14:36:22", "deadline": null, "id": "source-gap-monitor-envestnet-ria-platform-shelf-model-marketplace-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "source_gap_monitor", "status": "monitor", "strategy": "RIA platform shelf / model marketplace", "subject_id": "envestnet", "subject_name": "Envestnet", "subject_type": "vendor", "updated_at": "2026-06-19 16:21:16"}
{"amount": "", "attrs": {"action": "Qualify and pitch Campden family-office forums with quant, liquid-alts, and CIO-level materials for SFO and MFO audiences.", "chatbot_surfaces": ["delegate registration", "sponsor prospectus", "speaker pages", "agenda PDFs", "report library"], "pattern": "Qualified family-office forums create high-intent allocator access when the event surface is explicit and decision-maker heavy.", "source_path": "data/recovered_loop_tick38_apac_middle_east_distribution_signals.json"}, "confidence": 0.91, "created_at": "2026-06-19 14:36:22", "deadline": null, "id": "distribution-event-open-campden-wealth-family-office-alternatives-qualified-forum-access-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "distribution_event_open", "status": "active", "strategy": "family-office alternatives / qualified forum access", "subject_id": "campden-wealth", "subject_name": "Campden Wealth", "subject_type": "conference", "updated_at": "2026-06-19 14:36:22"}
{"amount": "", "attrs": {"action": "Use Hubbis registration, sponsorship, and speaking paths as direct access routes into Asian and Middle Eastern private-wealth decision makers.", "chatbot_surfaces": ["register page", "sponsor page", "speak page", "event PDFs", "special reports"], "pattern": "A semi-open event gateway is more useful than a generic media mention when the goal is allocator access.", "source_path": "data/recovered_loop_tick38_apac_middle_east_distribution_signals.json"}, "confidence": 0.92, "created_at": "2026-06-19 14:36:22", "deadline": null, "id": "semi-open-gateway-hubbis-private-wealth-event-access-speaking-path-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "semi_open_gateway", "status": "active", "strategy": "private wealth event access / speaking path", "subject_id": "hubbis", "subject_name": "Hubbis", "subject_type": "vendor", "updated_at": "2026-06-19 14:36:22"}
{"amount": "", "attrs": {"action": "Target APB events and intelligence surfaces with private-bank-compatible quant and liquid-alts materials.", "chatbot_surfaces": ["events calendar", "intelligence newsletter", "people-move feed", "sponsor pages", "report pages"], "pattern": "APB reaches private-banking, family-office, and investment professionals and creates event-led allocation access.", "source_path": "data/recovered_loop_tick38_apac_middle_east_distribution_signals.json"}, "confidence": 0.95, "created_at": "2026-06-19 14:36:22", "deadline": null, "id": "distribution-event-open-asian-private-banker-apac-private-bank-alternatives-fund-selector-access-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "distribution_event_open", "status": "active", "strategy": "APAC private-bank alternatives / fund-selector access", "subject_id": "asian-private-banker", "subject_name": "Asian Private Banker", "subject_type": "conference", "updated_at": "2026-06-19 14:36:22"}
{"amount": "", "attrs": {"action": "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.", "pattern": "ChatGPT Search is a top-of-funnel allocator discovery surface where stale or thin citations can shape first impressions before a consultant screen.", "source_path": "data/recovered_loop_tick61_hidden_gatekeeper_aeo_graph.json"}, "confidence": 0.9, "created_at": "2026-06-19 14:36:22", "deadline": null, "id": "aeo-geo-monitor-chatgpt-search-quant-allocator-discovery-top-of-funnel-allocator-discovery-quant-hedge-fund-positioning-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "aeo_geo_monitor", "status": "active", "strategy": "top-of-funnel allocator discovery / quant hedge fund positioning", "subject_id": "chatgpt-search-quant-allocator-discovery", "subject_name": "ChatGPT Search quant allocator discovery", "subject_type": "answer_engine", "updated_at": "2026-06-19 16:10:00"}
{"amount": "", "attrs": {"action": "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.", "chatbot_surfaces": ["ChatGPT Deep Research"], "content_assets": ["methodology page", "failure-mode FAQ", "primary-source appendix", "comparison rubric", "exportable spreadsheet summary", "executive Q&A"], "pattern": "Deep research workflows reward dated evidence, counterevidence, and explicit assumptions when allocators test capacity, crowding, and style drift.", "prompt_examples": ["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?"], "red_flags": ["unsupported synthesis", "citation drift", "no counterevidence", "no dated appendix", "backtest claims without assumptions"], "source_path": "docs/quant-aeo-geo-content-backlog.md"}, "confidence": 0.88, "created_at": "2026-06-19 14:36:22", "deadline": null, "id": "aeo-geo-monitor-chatgpt-deep-research-quant-diligence-long-form-diligence-synthesis-allocator-ic-memo-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "aeo_geo_monitor", "status": "active", "strategy": "long-form diligence synthesis / allocator IC memo", "subject_id": "chatgpt-deep-research-quant-diligence", "subject_name": "ChatGPT Deep Research quant diligence", "subject_type": "answer_engine", "updated_at": "2026-06-19 14:36:22"}
{"amount": "", "attrs": {"action": "Prioritize Google-indexable structured pages with semantic headings, FAQs, entity disambiguation, update logs, and comparison tables for quant hedge fund and QIS queries.", "pattern": "Google AI Overviews and AI Mode can select sources differently from ordinary search, so canonical pages need structured, dated, entity-clean content.", "source_path": "data/recovered_loop_tick61_hidden_gatekeeper_aeo_graph.json"}, "confidence": 0.88, "created_at": "2026-06-19 14:36:22", "deadline": null, "id": "aeo-geo-monitor-google-ai-overviews-quant-discovery-passive-search-reach-canonical-quant-entity-pages-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "aeo_geo_monitor", "status": "active", "strategy": "passive search reach / canonical quant entity pages", "subject_id": "google-ai-overviews-quant-discovery", "subject_name": "Google AI Overviews quant discovery", "subject_type": "answer_engine", "updated_at": "2026-06-19 16:10:00"}
{"amount": "", "attrs": {"action": "Build source-linked comparison tables, claim-vs-evidence tables, bear-case memos, transcript/filing references, and clean entity naming for Perplexity-style citation retrieval.", "chatbot_surfaces": ["Perplexity"], "content_assets": ["source-linked comparison tables", "primary-source appendix", "claim-vs-evidence table", "bear-case memo", "transcript and filing references", "clean entity naming"], "pattern": "Perplexity rewards evidence density but is vulnerable to citation loops, repeated-domain sourcing, and AI-generated-source risk.", "prompt_examples": ["Compare these three managers on process repeatability, edge durability, and operational risk.", "Show the strongest bearish evidence from filings, transcripts, and expert calls."], "red_flags": ["citation loops", "AI-generated-source risk", "repeated-domain sourcing", "missing provenance", "selective quoting"], "source_path": "docs/quant-aeo-geo-monitoring-matrix.md"}, "confidence": 0.86, "created_at": "2026-06-19 14:36:22", "deadline": null, "id": "aeo-geo-monitor-perplexity-quant-evidence-density-citation-forward-allocator-and-consultant-comparison-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "aeo_geo_monitor", "status": "active", "strategy": "citation-forward allocator and consultant comparison", "subject_id": "perplexity-quant-evidence-density", "subject_name": "Perplexity quant evidence density", "subject_type": "answer_engine", "updated_at": "2026-06-19 14:36:22"}
{"amount": "", "attrs": {"action": "Prepare DDQ FAQ, risk disclosures, team timeline, ops checklist, attribution workbook, and benchmark charts for Claude-style long-context diligence prompts.", "pattern": "Claude workflows can surface operational and process red flags if primary docs and dated supporting material are cleanly packaged.", "source_path": "data/recovered_loop_tick61_hidden_gatekeeper_aeo_graph.json"}, "confidence": 0.86, "created_at": "2026-06-19 14:36:22", "deadline": null, "id": "aeo-geo-monitor-claude-long-context-quant-diligence-long-context-diligence-red-flag-surfacing-memo-drafting-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "aeo_geo_monitor", "status": "active", "strategy": "long-context diligence / red-flag surfacing / memo drafting", "subject_id": "claude-long-context-quant-diligence", "subject_name": "Claude long-context quant diligence", "subject_type": "answer_engine", "updated_at": "2026-06-19 16:10:00"}
{"amount": "", "attrs": {"action": "Prepare portfolio risk packs, factor exposure tables, liquidity/stress summaries, event timelines, data-lineage notes, and clean tables for Bloomberg-native workflows.", "chatbot_surfaces": ["Bloomberg Terminal", "ASKB"], "content_assets": ["portfolio risk pack", "factor exposure table", "liquidity and stress summary", "event timeline", "data-lineage notes", "clean tables"], "pattern": "Bloomberg ASKB can influence internal finance users, but public-web AEO alone may not reach Terminal-native research.", "prompt_examples": ["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."], "red_flags": ["proprietary source opacity", "no AUM timestamp", "capacity claim without math", "calendar without dates", "unclear source lineage"], "source_path": "docs/quant-aeo-geo-monitoring-matrix.md"}, "confidence": 0.78, "created_at": "2026-06-19 14:36:22", "deadline": null, "id": "workflow-retrieval-surface-bloomberg-askb-quant-market-data-workflow-market-data-filing-event-retrieval-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "workflow_retrieval_surface", "status": "monitor", "strategy": "market data / filing / event retrieval", "subject_id": "bloomberg-askb-quant-market-data-workflow", "subject_name": "Bloomberg ASKB quant market data workflow", "subject_type": "terminal_workflow", "updated_at": "2026-06-19 14:36:22"}
{"amount": "", "attrs": {"action": "Prepare attribution workbooks, factor tables, benchmark charts, earnings delta tables, guidance bridges, and quote-backed transcript summaries for FactSet-style retrieval.", "chatbot_surfaces": ["FactSet AI"], "content_assets": ["attribution workbook", "factor table", "benchmark chart", "earnings delta table", "guidance bridge", "quote-backed transcript summary"], "pattern": "FactSet AI workflows need period alignment, provenance, and clean entity resolution to avoid mixed-source summaries without timestamps.", "prompt_examples": ["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?"], "red_flags": ["mixed-source summaries without provenance", "missing benchmark or period alignment", "document or data mashup without timestamps", "ambiguous entity resolution"], "source_path": "docs/quant-aeo-geo-monitoring-matrix.md"}, "confidence": 0.78, "created_at": "2026-06-19 14:36:22", "deadline": null, "id": "workflow-retrieval-surface-factset-ai-quant-workflow-portfolio-company-manager-research-retrieval-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "workflow_retrieval_surface", "status": "monitor", "strategy": "portfolio / company / manager research retrieval", "subject_id": "factset-ai-quant-workflow", "subject_name": "FactSet AI quant workflow", "subject_type": "research_workflow", "updated_at": "2026-06-19 14:36:22"}
{"amount": "", "attrs": {"action": "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.", "pattern": "AlphaSense visibility depends on document-heavy evidence with dates and provenance, not just public landing pages.", "sme_verify": "Does the retrieval pack preserve dates and provenance?", "source_path": "docs/quant-aeo-geo-monitoring-matrix.md"}, "confidence": 0.8, "created_at": "2026-06-19 14:36:22", "deadline": null, "id": "workflow-retrieval-surface-alphasense-quant-research-pack-document-heavy-research-visibility-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "workflow_retrieval_surface", "status": "monitor", "strategy": "document-heavy research visibility", "subject_id": "alphasense-quant-research-pack", "subject_name": "AlphaSense quant research pack", "subject_type": "research_workflow", "updated_at": "2026-06-19 15:39:14"}
{"amount": "", "attrs": {"action": "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.", "pattern": "CAIS x Claude can expose advisor-ready alternatives content directly inside an advisor intelligence workflow.", "sme_verify": "Which advisor prompts actually drive retrieval, and which are just marketing copy?", "source_path": "docs/quant-aeo-geo-content-backlog.md"}, "confidence": 0.94, "created_at": "2026-06-19 14:36:22", "deadline": null, "id": "ai-discovery-surface-cais-x-claude-advisor-surface-advisor-facing-liquid-alts-discovery-model-portfolio-retrieval-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "ai_discovery_surface", "status": "active", "strategy": "advisor-facing liquid-alts discovery / model-portfolio retrieval", "subject_id": "cais-x-claude-advisor-surface", "subject_name": "CAIS x Claude advisor surface", "subject_type": "vendor", "updated_at": "2026-06-19 15:39:14"}
{"amount": "", "attrs": {"action": "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.", "pattern": "Aksia/iCapital retrieval surfaces evaluate completeness and platform fit before a manager reaches an allocator or advisor recommendation.", "sme_verify": "Which fields are missing from the platform-compatible packet before a manager reaches recommendation?", "source_path": "docs/quant-aeo-geo-content-backlog.md"}, "confidence": 0.9, "created_at": "2026-06-19 14:36:22", "deadline": null, "id": "workflow-retrieval-surface-aksia-and-icapital-workflow-retrieval-consultant-screening-private-wealth-ddq-and-odd-retrieval-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "workflow_retrieval_surface", "status": "active", "strategy": "consultant screening / private-wealth DDQ and ODD retrieval", "subject_id": "aksia-and-icapital-workflow-retrieval", "subject_name": "Aksia and iCapital workflow retrieval", "subject_type": "vendor", "updated_at": "2026-06-19 15:39:14"}
{"amount": "", "attrs": {"action": "Downgrade the merged Chicago pension cluster to source-quality monitor until plan-level official procurement sources or board packets separate the buyers.", "pattern": "Merged metro pension clusters should not be treated as one actionable pitch row until official plan pages or board packets separate the buyers.", "sme_verify": "Ask a Chicago public-pension consultant whether the pitch motion is really plan-level, consultant-level, or just a trade-press cluster summary.", "source_path": "https://alpha-maven.com/story/hedge-fund/chicago-pension-posts-private-equity-private-credit-rfp"}, "confidence": 0.76, "created_at": "2026-06-19 14:43:21", "deadline": null, "id": "source-quality-monitor-chicago-pension-funds-cluster-source-remediation-alternatives-rfp-plan-level-procurement-verification-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "source_quality_monitor", "status": "monitor", "strategy": "alternatives RFP / plan-level procurement verification", "subject_id": "chicago-pension-funds-cluster-source-remediation", "subject_name": "Chicago Pension Funds cluster source remediation", "subject_type": "public_pension_cluster", "updated_at": "2026-06-19 14:43:21"}
{"amount": "", "attrs": {"action": "Downgrade Northeast Pension Consortium to source-quality monitor until an official consortium or board source exists.", "pattern": "Allocator-network claims need official plan-level corroboration before they drive high-confidence outreach.", "sme_verify": "Ask a Northeast public-pension SME which official consortium or plan record confirms the hedge-fund FoF mandate.", "source_path": "https://www.fin-news.com/2026/04/01/northeast-pension-issues-hedge-fof-rfp/"}, "confidence": 0.66, "created_at": "2026-06-19 14:43:21", "deadline": null, "id": "source-quality-monitor-northeast-pension-consortium-official-source-remediation-hedge-fund-fund-of-funds-mandate-verification-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "source_quality_monitor", "status": "monitor", "strategy": "hedge fund fund-of-funds mandate verification", "subject_id": "northeast-pension-consortium-official-source-remediation", "subject_name": "Northeast Pension Consortium official-source remediation", "subject_type": "allocator_network", "updated_at": "2026-06-19 14:43:21"}
{"amount": "", "attrs": {"action": "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.", "pattern": "A performance article can suggest manager demand, but it does not prove an active hedge-fund allocation search.", "sme_verify": "Ask an endowment allocator SME which official Harvard source proves hedge-fund allocation and active manager selection.", "source_path": "https://www.marketsgroup.org/news/harvard-endowment-returns-11-9-lifting-assets-to-56-9b"}, "confidence": 0.68, "created_at": "2026-06-19 14:43:21", "deadline": null, "id": "source-quality-monitor-harvard-university-endowment-hedge-fund-allocation-source-remediation-hedge-fund-allocation-active-manager-selection-verification-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "source_quality_monitor", "status": "monitor", "strategy": "hedge-fund allocation / active manager-selection verification", "subject_id": "harvard-university-endowment-hedge-fund-allocation-source-remediation", "subject_name": "Harvard University Endowment hedge-fund allocation source remediation", "subject_type": "endowment", "updated_at": "2026-06-19 14:43:21"}
{"amount": "", "attrs": {"action": "Verify against a first-party St. Jude or ALSAC investment source before treating the row as a live hospital-endowment pitch surface.", "pattern": "Recovered-note evidence is too indirect for a live hospital-endowment pitch row without an official institution source.", "sme_verify": "Ask a hospital-endowment SME whether Nicola da Roza is the real gatekeeper and what official document shows liquid-alt screening.", "source_path": "data/recovered_loop_tick31_healthcare_insurance_signals.json"}, "confidence": 0.64, "created_at": "2026-06-19 14:43:21", "deadline": null, "id": "source-quality-monitor-st-jude-children-s-research-hospital-alsac-first-party-source-remediation-liquid-alternatives-hedge-fund-gatekeeper-verification-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "source_quality_monitor", "status": "monitor", "strategy": "liquid alternatives / hedge-fund gatekeeper verification", "subject_id": "st-jude-children-s-research-hospital-alsac-first-party-source-remediation", "subject_name": "St. Jude Children's Research Hospital ALSAC first-party source remediation", "subject_type": "hospital_endowment", "updated_at": "2026-06-19 14:43:21"}
{"amount": "", "attrs": {"action": "Keep the Goldman wealth-channel survey row as market survey evidence only until the underlying Goldman report or official Prime Services source is found.", "pattern": "Press survey results should not be treated as a specific allocator opening without the underlying Goldman report.", "sme_verify": "Ask a prime-services SME whether the survey is public, client-only, or summarized secondhand.", "source_path": "https://www.businessinsider.com/top-hedge-fund-strategies-allocators-love-for-2026-2026-2"}, "confidence": 0.68, "created_at": "2026-06-19 14:43:21", "deadline": null, "id": "source-quality-monitor-goldman-sachs-2026-allocator-survey-wealth-channels-source-remediation-allocator-survey-wealth-channel-demand-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "source_quality_monitor", "status": "monitor", "strategy": "allocator survey / wealth-channel demand", "subject_id": "goldman-sachs-2026-allocator-survey-wealth-channels-source-remediation", "subject_name": "Goldman Sachs 2026 allocator survey wealth channels source remediation", "subject_type": "market", "updated_at": "2026-06-19 14:43:21"}
{"amount": "", "attrs": {"action": "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.", "pattern": "This is the same press survey as the wealth-channel row and needs de-duplication plus a primary Goldman source.", "sme_verify": "Ask a prime-brokerage SME whether this is a distinct Prime Services source or just a duplicate media summary.", "source_path": "https://www.businessinsider.com/top-hedge-fund-strategies-allocators-love-for-2026-2026-2"}, "confidence": 0.68, "created_at": "2026-06-19 14:43:21", "deadline": null, "id": "source-quality-monitor-goldman-sachs-prime-services-allocator-survey-duplicate-remediation-allocator-survey-quant-strategy-demand-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "source_quality_monitor", "status": "monitor", "strategy": "allocator survey / quant strategy demand", "subject_id": "goldman-sachs-prime-services-allocator-survey-duplicate-remediation", "subject_name": "Goldman Sachs Prime Services allocator survey duplicate remediation", "subject_type": "market", "updated_at": "2026-06-19 14:43:21"}
{"amount": "", "attrs": {"action": "Replace the broad LP bucket with named endowment, foundation, or family-office programs before treating it as a pitch target.", "pattern": "A generic LP segment is too broad to function as a pitch target without a specific allocator or program.", "sme_verify": "Ask an allocator SME which named E&F or family-office program actually accepts this strategy.", "source_path": "https://www.marketwatch.com/story/top-investors-for-the-first-time-say-theyre-putting-more-of-their-money-into-quant-funds-than-any-other-type-of-hedge-fund-f87c324b"}, "confidence": 0.62, "created_at": "2026-06-19 14:43:21", "deadline": null, "id": "source-quality-monitor-endowments-foundations-and-family-offices-generic-bucket-remediation-quant-hedge-fund-strategy-demand-named-allocator-conversion-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "source_quality_monitor", "status": "monitor", "strategy": "quant hedge fund strategy demand / named allocator conversion", "subject_id": "endowments-foundations-and-family-offices-generic-bucket-remediation", "subject_name": "Endowments foundations and family offices generic bucket remediation", "subject_type": "allocator_segment", "updated_at": "2026-06-19 14:43:21"}
{"amount": "", "attrs": {"action": "Anchor the row to a J.P. Morgan research or event page before using it as a pitch signal.", "pattern": "Advisor-mediated demand is not the same as direct allocator intent, and a press summary is too indirect.", "sme_verify": "Ask a private-bank alternatives SME which J.P. Morgan-owned surface drives family-office hedge-fund education.", "source_path": "https://www.barrons.com/articles/wealthy-families-investing-ai-c6fdd483"}, "confidence": 0.66, "created_at": "2026-06-19 14:43:21", "deadline": null, "id": "source-quality-monitor-j-p-morgan-private-bank-family-office-alternatives-source-remediation-family-office-hedge-funds-alternatives-research-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "source_quality_monitor", "status": "monitor", "strategy": "family-office hedge funds / alternatives research", "subject_id": "j-p-morgan-private-bank-family-office-alternatives-source-remediation", "subject_name": "J.P. Morgan Private Bank family-office alternatives source remediation", "subject_type": "private_bank", "updated_at": "2026-06-19 14:43:21"}
{"amount": "", "attrs": {"action": "Convert the market-level quant strategy demand row to a named allocator, gatekeeper, or intake surface before using it as an outreach row.", "pattern": "Quant strategy demand at the market level is too generic without a named buyer, gatekeeper, or intake surface.", "sme_verify": "Ask an allocator SME whether this should stay as market background or become a named manager-search row.", "source_path": "https://www.wsj.com/finance/investing/wall-street-brings-sophisticated-quant-trading-to-the-masses-235560c7"}, "confidence": 0.64, "created_at": "2026-06-19 14:43:21", "deadline": null, "id": "source-quality-monitor-quantitative-investment-strategies-market-named-buyer-remediation-qis-systematic-trading-demand-conversion-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "source_quality_monitor", "status": "monitor", "strategy": "QIS / systematic trading demand conversion", "subject_id": "quantitative-investment-strategies-market-named-buyer-remediation", "subject_name": "Quantitative investment strategies market named-buyer remediation", "subject_type": "market", "updated_at": "2026-06-19 14:43:21"}
{"amount": "", "attrs": {"action": "Keep Societe Generale Prime Brokerage active only at medium confidence and source-remediate until an official SG prime-services source is found.", "pattern": "Trade-press-only gatekeeper claims should not be treated as a durable vendor surface without an official source.", "sme_verify": "Ask a prime-brokerage SME which SG page or announcement proves a real capital-introduction or financing motion.", "source_path": "https://www.fnlondon.com/articles/socgen-enters-cash-prime-brokerage-in-hedge-fund-push-4e21974e"}, "confidence": 0.7, "created_at": "2026-06-19 14:43:21", "deadline": null, "id": "source-quality-monitor-societe-generale-prime-brokerage-official-source-remediation-prime-brokerage-hedge-fund-financing-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "source_quality_monitor", "status": "monitor", "strategy": "prime brokerage / hedge fund financing", "subject_id": "societe-generale-prime-brokerage-official-source-remediation", "subject_name": "Societe Generale Prime Brokerage official-source remediation", "subject_type": "vendor", "updated_at": "2026-06-19 14:43:21"}
{"amount": "", "attrs": {"action": "Extract the June 23 agenda and linked materials covering investment, finance, and admin review items.", "pattern": "Committee-specific agenda extraction can reveal manager reviews, consultant actions, and replacement timing before the full board minutes are digested.", "required_packet_delta": "Committee-monitor pack for the June 23 agenda and linked materials covering investment, finance, and admin review items.", "sme_verify": "Ask a KCERA/public-plan SME whether Finance Committee materials ever preview investment manager or consultant changes before the Investment Committee.", "source_path": "https://www.kcera.org/board-meeting-agendas-minutes"}, "confidence": 0.82, "created_at": "2026-06-19 14:43:21", "deadline": "2026-06-23", "id": "calendar-monitor-kcera-finance-committee-june-2026-committee-agenda-investment-finance-review-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "calendar_monitor", "status": "monitor", "strategy": "committee agenda / investment finance review", "subject_id": "kcera-finance-committee-june-2026", "subject_name": "KCERA Finance Committee June 2026", "subject_type": "public_pension", "updated_at": "2026-06-19 14:43:21"}
{"amount": "", "attrs": {"action": "Submit or monitor the future-solicitation intake form and build a notification watchlist matching stated service criteria.", "pattern": "Future-solicitation intake surfaces create pre-RFP visibility and let managers align materials before formal procurement opens.", "required_packet_delta": "Future-solicitation intake form plus notification watchlist matching stated service criteria.", "sme_verify": "Ask a Florida SBA procurement SME whether investment-manager or consultant opportunities are actually routed through this form.", "source_path": "https://www.sbafla.com/partners/future-solicitations-request/"}, "confidence": 0.88, "created_at": "2026-06-19 14:43:21", "deadline": null, "id": "rolling-intake-florida-sba-future-solicitations-future-procurement-vendor-notification-intake-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "rolling_intake", "status": "monitor", "strategy": "future procurement / vendor notification intake", "subject_id": "florida-sba-future-solicitations", "subject_name": "Florida SBA future solicitations", "subject_type": "public_pension", "updated_at": "2026-06-19 14:43:21"}
{"amount": "", "attrs": {"action": "Prepare an RVK-specific consultant-database research packet with differentiated quant/AI evidence, manager-research summary, and current-client mapping.", "pattern": "Consultant-database packets convert a generic consultant gatekeeper into a usable workflow surface.", "required_packet_delta": "Consultant-database research packet with differentiated quant/AI evidence, manager-research summary, and current-client mapping.", "sme_verify": "Ask an RVK/client-plan SME which manager database fields and research-memo sections matter before an allocator introduction.", "source_path": "https://www.rvkinc.com/"}, "confidence": 0.84, "created_at": "2026-06-19 14:43:21", "deadline": null, "id": "gatekeeper-packet-delta-rvk-consultant-database-research-packet-manager-research-alternatives-advisory-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "gatekeeper_packet_delta", "status": "active", "strategy": "manager research / alternatives advisory", "subject_id": "rvk-consultant-database-research-packet", "subject_name": "RVK consultant-database research packet", "subject_type": "consultant", "updated_at": "2026-06-19 14:43:21"}
{"amount": "", "attrs": {"action": "Prepare an advisor-ready one-pager with model-portfolio fit, liquidity/fee explainer, and low-performer replacement narrative for Cerity institutional consulting.", "pattern": "Consultant-platform pitch surfaces need channel-specific packaging rather than a generic manager deck.", "required_packet_delta": "Advisor-ready one-pager with model-portfolio fit, liquidity/fee explainer, and low-performer replacement narrative.", "sme_verify": "Ask a Cerity/Verus SME whether institutional consulting screens differ from private-wealth/advisor screens after the merger.", "source_path": "https://ceritypartners.com/solutions/institutional-consulting/"}, "confidence": 0.82, "created_at": "2026-06-19 14:43:21", "deadline": null, "id": "gatekeeper-packet-delta-cerity-partners-institutional-consulting-packet-delta-institutional-consulting-ocio-family-office-advisory-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "gatekeeper_packet_delta", "status": "active", "strategy": "institutional consulting / OCIO / family-office advisory", "subject_id": "cerity-partners-institutional-consulting-packet-delta", "subject_name": "Cerity Partners Institutional Consulting packet delta", "subject_type": "consultant", "updated_at": "2026-06-19 14:43:21"}
{"amount": "", "attrs": {"action": "Watch the investment manager opportunities page for consultant contract rollover, replacement, extension, or reissue timing.", "pattern": "Consultant contract rollover can change the real first-touch gate for public-market and alternatives manager outreach.", "required_packet_delta": "Roster watchpack keyed to consultant contract rollover, replacement, extension, and reissue timing.", "sme_verify": "Ask a CalPERS consultant SME whether the June 30 roster/contract date changes manager routing or is only administrative.", "source_path": "https://www.calpers.ca.gov/investments/investment-manager-opportunities"}, "confidence": 0.86, "created_at": "2026-06-19 14:43:21", "deadline": "2026-06-30", "id": "contract-expiration-monitor-calpers-consultant-and-asset-manager-roster-consultant-contract-rollover-manager-roster-watch-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "contract_expiration_monitor", "status": "monitor", "strategy": "consultant contract rollover / manager roster watch", "subject_id": "calpers-consultant-and-asset-manager-roster", "subject_name": "CalPERS consultant and asset-manager roster", "subject_type": "public_pension", "updated_at": "2026-06-19 14:43:21"}
{"amount": "", "attrs": {"action": "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.", "downgrade_if": "The row still relies on trade press for the stronger allocation thesis.", "pattern": "Official intake pages prove pitch routing, but not allocation intent without an official allocation or board document.", "sme_verify": "Ask an endowment allocator SME whether the HMC partner intake route is used for hedge-fund managers or only broad manager sourcing.", "source_path": "https://www.hmc.harvard.edu/partners-performance/", "upgrade_if": "Annual report, HMC report, or board record proves hedge-fund allocation or active manager selection."}, "confidence": 0.72, "created_at": "2026-06-19 14:57:07", "deadline": null, "id": "official-source-upgrade-path-harvard-university-endowment-hedge-fund-allocation-source-remediation-hedge-fund-allocation-active-manager-selection-verification-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "official_source_upgrade_path", "status": "monitor", "strategy": "hedge-fund allocation / active manager-selection verification", "subject_id": "harvard-university-endowment-hedge-fund-allocation-source-remediation", "subject_name": "Harvard University Endowment hedge-fund allocation source remediation", "subject_type": "endowment", "updated_at": "2026-06-19 14:57:07"}
{"amount": "", "attrs": {"action": "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.", "downgrade_if": "The row still depends on recovered notes or scraped people-list evidence.", "pattern": "Hospital-endowment pitch rows need a first-party scale source plus a separate gatekeeper or allocation source.", "sme_verify": "Ask a hospital-endowment SME whether ALSAC or St. Jude directly screens liquid alternatives and which official document exposes the route.", "source_path": "https://www.stjude.org/about-st-jude/financial-information.html", "upgrade_if": "Official investment-office, annual-report, Form 990, or staff-bio evidence validates the allocator and named gatekeeper."}, "confidence": 0.7, "created_at": "2026-06-19 14:57:07", "deadline": null, "id": "official-source-upgrade-path-st-jude-children-s-research-hospital-alsac-first-party-source-remediation-liquid-alternatives-hedge-fund-gatekeeper-verification-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "official_source_upgrade_path", "status": "monitor", "strategy": "liquid alternatives / hedge-fund gatekeeper verification", "subject_id": "st-jude-children-s-research-hospital-alsac-first-party-source-remediation", "subject_name": "St. Jude Children's Research Hospital ALSAC first-party source remediation", "subject_type": "hospital_endowment", "updated_at": "2026-06-19 14:57:07"}
{"amount": "", "attrs": {"action": "Keep this as market-scan evidence until a Goldman-owned Prime Services or Asset Management report page is found.", "downgrade_if": "Only Business Insider or MarketWatch summaries support the claim.", "pattern": "A press summary can validate market temperature, but not a specific allocator opening or official Goldman distribution surface.", "sme_verify": "Ask a prime-services SME whether the Goldman survey is public, client-only, or summarized secondhand.", "source_path": "https://www.businessinsider.com/top-hedge-fund-strategies-allocators-love-for-2026-2026-2", "upgrade_if": "Goldman-owned Prime Services or Asset Management report page appears in the corpus."}, "confidence": 0.62, "created_at": "2026-06-19 14:57:07", "deadline": null, "id": "official-source-gap-goldman-sachs-2026-allocator-survey-wealth-channels-source-remediation-allocator-survey-wealth-channel-demand-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "official_source_gap", "status": "monitor", "strategy": "allocator survey / wealth-channel demand", "subject_id": "goldman-sachs-2026-allocator-survey-wealth-channels-source-remediation", "subject_name": "Goldman Sachs 2026 allocator survey wealth channels source remediation", "subject_type": "market", "updated_at": "2026-06-19 14:57:07"}
{"amount": "", "attrs": {"action": "Keep this as a private-bank monitor until a J.P. Morgan-owned research, report, or event page is surfaced.", "downgrade_if": "The row remains anchored to Barrons or other indirect channel evidence.", "pattern": "Private-bank demand is actionable for channel packaging, but indirect press evidence should not be treated as a direct allocator mandate.", "sme_verify": "Ask a private-bank alternatives SME which J.P. Morgan-owned surface drives family-office hedge-fund education.", "source_path": "https://www.barrons.com/articles/wealthy-families-investing-ai-c6fdd483", "upgrade_if": "Public J.P. Morgan research page, report page, or event page appears in the corpus."}, "confidence": 0.62, "created_at": "2026-06-19 14:57:07", "deadline": null, "id": "official-source-gap-j-p-morgan-private-bank-family-office-alternatives-source-remediation-family-office-hedge-funds-alternatives-research-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "official_source_gap", "status": "monitor", "strategy": "family-office hedge funds / alternatives research", "subject_id": "j-p-morgan-private-bank-family-office-alternatives-source-remediation", "subject_name": "J.P. Morgan Private Bank family-office alternatives source remediation", "subject_type": "private_bank", "updated_at": "2026-06-19 14:57:07"}
{"amount": "", "attrs": {"action": "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.", "downgrade_if": "The row still depends on AlternativesWatch or other trade press alone.", "pattern": "Official investment pages can verify allocator scope but still need packet-level evidence for replacement or mandate timing.", "sme_verify": "Ask a MassPRIM consultant or public-plan SME whether the PCS route is manager-facing, consultant-facing, or only internal.", "source_path": "https://www.mapension.com/investments/", "upgrade_if": "Official board or procurement record confirms managed-account platform, PCS structure, search, or replacement timing."}, "confidence": 0.74, "created_at": "2026-06-19 14:57:07", "deadline": null, "id": "official-source-upgrade-path-massprim-managed-account-platform-official-source-gap-managed-account-platform-pcs-verification-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "official_source_upgrade_path", "status": "monitor", "strategy": "managed-account platform / PCS verification", "subject_id": "massprim-managed-account-platform-official-source-gap", "subject_name": "MassPRIM managed-account platform official source gap", "subject_type": "public_pension", "updated_at": "2026-06-19 14:57:07"}
{"amount": "", "attrs": {"action": "Split the merged Chicago cluster into plan-level rows, starting with CTPF investment procurements and MEABF procurement opportunities.", "downgrade_if": "The row remains merged or depends on metro-wide trade-press shorthand.", "pattern": "Merged metro clusters hide the real buyer and should be decomposed into official plan surfaces before pitch routing.", "secondary_source_path": "https://www.meabf.org/procurement-opportunities/", "sme_verify": "Ask a Chicago public-pension SME whether CTPF and MEABF route alternatives searches through these official pages or through consultants first.", "source_path": "https://www.ctpf.org/post/investment-procurements", "upgrade_if": "Each plan-level row is sourced from its own official procurement page or board packet."}, "confidence": 0.78, "created_at": "2026-06-19 14:57:07", "deadline": null, "id": "official-source-upgrade-path-chicago-pension-funds-cluster-source-remediation-alternatives-rfp-plan-level-procurement-verification-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "official_source_upgrade_path", "status": "monitor", "strategy": "alternatives RFP / plan-level procurement verification", "subject_id": "chicago-pension-funds-cluster-source-remediation", "subject_name": "Chicago Pension Funds cluster source remediation", "subject_type": "public_pension_cluster", "updated_at": "2026-06-19 14:57:07"}
{"amount": "", "attrs": {"action": "Package a consultant-ready manager brief that maps directly to NEPC alternatives, manager-research, and OCIO workflows.", "packet_fields": ["alternatives_team", "manager_research_contacts", "search_examples", "ocio_clients", "rfp_or_insights_urls"], "pattern": "Consultant-led alternatives diligence can determine which managers enter the allocator search set before any public RFP appears.", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md"}, "confidence": 0.91, "created_at": "2026-06-19 14:59:53", "deadline": null, "id": "consultant-gatekeeper-nepc-alternatives-consulting-ocio-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "consultant_gatekeeper", "status": "active", "strategy": "alternatives consulting / OCIO", "subject_id": "nepc", "subject_name": "NEPC", "subject_type": "vendor", "updated_at": "2026-06-19 16:10:00"}
{"amount": "", "attrs": {"action": "Use RVK relationships to reach corporate and public retirement systems with hedge fund allocation framing and portfolio-construction support.", "pattern": "Independent consultants can influence strategic allocation and manager search even without public mandate language.", "sme_verify": "Ask a consultant SME whether strategic allocation language is enough to get a meeting.", "source_path": "data/recovered_loop_tick21_consultant_gap_signals.json"}, "confidence": 0.87, "created_at": "2026-06-19 14:59:53", "deadline": null, "id": "consultant-gatekeeper-rvk-institutional-investment-advice-strategic-allocation-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "consultant_gatekeeper", "status": "active", "strategy": "institutional investment advice / strategic allocation", "subject_id": "rvk", "subject_name": "RVK", "subject_type": "vendor", "updated_at": "2026-06-19 14:59:53"}
{"amount": "", "attrs": {"action": "Treat the research and manager-login surfaces as a consultant database workflow that controls what clients and managers can see and submit.", "pattern": "Client-facing research login and manager-facing portal surfaces indicate decision-maker content workflow, not just a marketing site.", "sme_verify": "Ask a consultant SME whether the login surfaces are gatekeeping content or just client convenience.", "source_path": "data/recovered_loop_tick31_consultant_gatekeeper_people.json"}, "confidence": 0.89, "created_at": "2026-06-19 14:59:53", "deadline": null, "id": "advisor-portal-marquette-research-login-manager-login-consultant-database-client-portal-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "advisor_portal", "status": "active", "strategy": "consultant database / client portal", "subject_id": "marquette-research-login-manager-login", "subject_name": "Marquette Research Login / Manager Login", "subject_type": "consultant_portal", "updated_at": "2026-06-19 14:59:53"}
{"amount": "", "attrs": {"action": "Use the event agenda and sponsor list to map which buyside teams, data vendors, and allocators are in the room.", "pattern": "Alternative-data conferences create a concentrated surface for discovery, sponsorship, and meeting-booking with decision makers.", "sme_verify": "Ask a conference SME whether buyers at this event are true allocators or mostly vendors and intermediaries.", "source_path": "data/recovered_batches/extracted_tick10_conferences.json"}, "confidence": 0.84, "created_at": "2026-06-19 14:59:53", "deadline": null, "id": "conference-surface-battlefin-discovery-day-miami-2026-alternative-data-buyside-showcase-2026-01-21-active", "next_review": null, "signal_date": "2026-01-21", "signal_type": "conference_surface", "status": "active", "strategy": "alternative data / buyside showcase", "subject_id": "battlefin-discovery-day-miami-2026", "subject_name": "BattleFin Discovery Day Miami 2026", "subject_type": "conference", "updated_at": "2026-06-19 14:59:53"}
{"amount": "", "attrs": {"action": "Use the cap-intro agenda for allocator meetings and sponsor visibility; target structured meeting or exhibition placements.", "pattern": "Cap-intro conferences consolidate allocators, managers, and service providers into a meeting-booking workflow.", "sme_verify": "Ask a cap-intro SME whether the event calendar drives meetings or mostly branding.", "source_path": "data/recovered_batches/extracted_tick10_conferences.json"}, "confidence": 0.92, "created_at": "2026-06-19 14:59:53", "deadline": null, "id": "conference-surface-iconnections-global-alts-miami-2025-alternative-investment-cap-intro-allocator-meeting-hub-2025-01-27-active", "next_review": null, "signal_date": "2025-01-27", "signal_type": "conference_surface", "status": "active", "strategy": "alternative investment cap intro / allocator meeting hub", "subject_id": "iconnections-global-alts-miami-2025", "subject_name": "iConnections Global Alts Miami 2025", "subject_type": "conference", "updated_at": "2026-06-19 14:59:53"}
{"amount": "", "attrs": {"action": "Normalize Florida SBA new-manager reports into an onboarding tape with manager, mandate, selection date, consultant, and commitment fields.", "pattern": "Quarterly new-manager reports create a fresh allocation tape that can reveal current manager appetite before the next formal solicitation.", "required_packet_delta": "New-manager tape, mandate, selection date, consultant, and commitment fields.", "sme_verify": "Do the reports reflect fresh allocations or only announcement language?", "source_path": "docs/quant-pitch-calendar.md"}, "confidence": 0.9, "created_at": "2026-06-19 15:08:41", "deadline": null, "id": "packet-delta-priority-florida-sba-new-manager-reports-extraction-new-manager-onboarding-tape-2026-q1-active", "next_review": null, "signal_date": "2026-Q1", "signal_type": "packet_delta_priority", "status": "active", "strategy": "new-manager onboarding tape", "subject_id": "florida-sba-new-manager-reports-extraction", "subject_name": "Florida SBA New Manager Reports extraction", "subject_type": "public_pension", "updated_at": "2026-06-19 15:08:41"}
{"amount": "", "attrs": {"action": "Extract notification rules, vendor categories, submission method, and contact fields from the Florida SBA future-solicitation intake path.", "pattern": "A standing future-solicitation form can create pre-RFP visibility if it actually sends targeted vendor notices.", "required_packet_delta": "Notification-rule capture, vendor category map, submission method, contact fields.", "sme_verify": "Does the form notify vendors automatically, or is it just a passive interest list?", "source_path": "docs/quant-pitch-calendar.md"}, "confidence": 0.88, "created_at": "2026-06-19 15:08:41", "deadline": null, "id": "packet-delta-priority-florida-sba-future-solicitations-request-extraction-future-procurement-notification-intake-2026-06-active", "next_review": null, "signal_date": "2026-06", "signal_type": "packet_delta_priority", "status": "active", "strategy": "future procurement notification intake", "subject_id": "florida-sba-future-solicitations-request-extraction", "subject_name": "Florida SBA Future Solicitations Request extraction", "subject_type": "public_pension", "updated_at": "2026-06-19 15:08:41"}
{"amount": "", "attrs": {"action": "Extract trustee agenda items, approvals, mandate language, policy changes, and named staff/trustee fields.", "pattern": "Trustee packets can reveal policy shifts, manager approvals, and mandate changes before manager databases reflect them.", "required_packet_delta": "Agenda items, policy changes, mandate language, approval status, staff and trustee names.", "sme_verify": "Which agenda items map to manager approval versus routine governance?", "source_path": "docs/quant-pitch-calendar.md"}, "confidence": 0.89, "created_at": "2026-06-19 15:08:41", "deadline": "2026-06-09", "id": "packet-delta-priority-florida-sba-trustee-meeting-materials-extraction-policy-and-mandate-review-2026-06-09-active", "next_review": null, "signal_date": "2026-06-09", "signal_type": "packet_delta_priority", "status": "active", "strategy": "policy and mandate review", "subject_id": "florida-sba-trustee-meeting-materials-extraction", "subject_name": "Florida SBA Trustee Meeting Materials extraction", "subject_type": "public_pension_board", "updated_at": "2026-06-19 15:08:41"}
{"amount": "", "attrs": {"action": "Map TRS Texas emerging-manager capacity, ownership criteria, risk controls, graduation rules, and trust-level allocation path.", "pattern": "Emerging-manager programs can create live pitch windows when graduation language maps to trust-level allocations.", "required_packet_delta": "Emerging-manager packet, capacity, ownership profile, risk controls, graduation mapping.", "sme_verify": "Does graduation from the program still map to a live allocation path?", "source_path": "docs/quant-pitch-calendar.md"}, "confidence": 0.86, "created_at": "2026-06-19 15:08:41", "deadline": null, "id": "packet-delta-priority-trs-texas-emerging-manager-program-extraction-emerging-manager-allocation-and-graduation-2026-03-active", "next_review": null, "signal_date": "2026-03", "signal_type": "packet_delta_priority", "status": "active", "strategy": "emerging-manager allocation and graduation", "subject_id": "trs-texas-emerging-manager-program-extraction", "subject_name": "TRS Texas Emerging Manager Program extraction", "subject_type": "public_pension_program", "updated_at": "2026-06-19 15:08:41"}
{"amount": "", "attrs": {"action": "Prepare a July 16-17, 2026 board-book digest with commitments, approvals, manager-change evidence, and committee routing.", "pattern": "Board books and meeting summaries can expose approvals and manager changes before monthly or annual summaries normalize them.", "required_packet_delta": "Board book digest, commitment map, approval notes, manager-change evidence.", "sme_verify": "Does the July meeting include approvals, commitments, or only informational items?", "source_path": "docs/quant-pitch-calendar.md"}, "confidence": 0.88, "created_at": "2026-06-19 15:08:41", "deadline": "2026-07-16", "id": "packet-delta-priority-trs-texas-board-meeting-materials-july-2026-extraction-committee-approval-and-manager-changes-2026-07-16-active", "next_review": null, "signal_date": "2026-07-16", "signal_type": "packet_delta_priority", "status": "active", "strategy": "committee approval and manager changes", "subject_id": "trs-texas-board-meeting-materials-july-2026-extraction", "subject_name": "TRS Texas Board Meeting Materials July 2026 extraction", "subject_type": "public_pension_board", "updated_at": "2026-06-19 15:08:41"}
{"amount": "", "attrs": {"action": "Extract KCERA agenda, motion, vote, attendee, attachment index, manager hits, and consultant hits.", "pattern": "Recurring committee agenda archives can surface review and replacement cues before a formal search appears.", "required_packet_delta": "Agenda, motion, vote, attendee, attachment index, manager and consultant hits.", "sme_verify": "Which agenda items map to manager review or replacement rather than admin matters?", "source_path": "docs/quant-pitch-calendar.md"}, "confidence": 0.84, "created_at": "2026-06-19 15:08:41", "deadline": "2026-06-23", "id": "packet-delta-priority-kcera-board-agendas-and-minutes-extraction-committee-review-and-replacement-timing-2026-06-23-active", "next_review": null, "signal_date": "2026-06-23", "signal_type": "packet_delta_priority", "status": "active", "strategy": "committee review and replacement timing", "subject_id": "kcera-board-agendas-and-minutes-extraction", "subject_name": "KCERA Board Agendas and Minutes extraction", "subject_type": "public_pension_board", "updated_at": "2026-06-19 15:08:41"}
{"amount": "", "attrs": {"action": "Use UTIMCO board resources as an allocation-change detector by extracting agenda, board-book sections, manager items, approvals, and audio index.", "pattern": "Endowment-system board archives are often the primary change detector for allocation and manager actions.", "required_packet_delta": "Agenda, board-book sections, allocation items, manager items, approval notes, audio index.", "sme_verify": "Which sections show actual allocation or manager actions rather than background reporting?", "source_path": "docs/quant-pitch-calendar.md"}, "confidence": 0.88, "created_at": "2026-06-19 15:08:41", "deadline": "2026-06-18", "id": "packet-delta-priority-utimco-meeting-resources-extraction-allocation-and-manager-change-review-2026-06-18-active", "next_review": null, "signal_date": "2026-06-18", "signal_type": "packet_delta_priority", "status": "active", "strategy": "allocation and manager-change review", "subject_id": "utimco-meeting-resources-extraction", "subject_name": "UTIMCO Meeting Resources extraction", "subject_type": "endowment_board", "updated_at": "2026-06-19 15:08:41"}
{"amount": "", "attrs": {"action": "Split Marquette's research-login and manager-login paths and map public-client agenda evidence into AI-readable manager-search snippets.", "pattern": "A research-login plus manager-login split is a concrete consultant-database workflow surface, not just a marketing website.", "required_packet_delta": "Manager login, research login, public-client agenda, mandate keywords, AI-readable snippets.", "sme_verify": "Is the public-client agenda a real routing surface or just generic web content?", "source_path": "docs/quant-pitch-calendar.md"}, "confidence": 0.9, "created_at": "2026-06-19 15:08:41", "deadline": null, "id": "packet-delta-priority-marquette-associates-research-and-manager-portals-extraction-consultant-database-replacement-review-monitor-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "packet_delta_priority", "status": "active", "strategy": "consultant database / replacement-review monitor", "subject_id": "marquette-associates-research-and-manager-portals-extraction", "subject_name": "Marquette Associates research and manager portals extraction", "subject_type": "consultant_portal", "updated_at": "2026-06-19 15:08:41"}
{"amount": "", "attrs": {"action": "Refresh eVestment standing manager profile and strategy fields for quant hedge fund discoverability.", "pattern": "Standing manager databases are pitch-now surfaces when allocator pages explicitly depend on them for manager qualification.", "required_packet_delta": "Manager profile, track record, risk metrics, ESG and ops controls.", "sme_verify": "Is profile completeness enough for first contact, or is a named staff intro still required?", "source_path": "docs/quant-pitch-calendar.md"}, "confidence": 0.88, "created_at": "2026-06-19 15:08:41", "deadline": null, "id": "packet-delta-priority-evestment-manager-profile-intake-extraction-manager-profile-intake-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "packet_delta_priority", "status": "active", "strategy": "manager-profile intake", "subject_id": "evestment-manager-profile-intake-extraction", "subject_name": "eVestment manager-profile intake extraction", "subject_type": "manager_database", "updated_at": "2026-06-19 15:08:41"}
{"amount": "", "attrs": {"action": "Normalize Preqin fund, manager, investor, fundraising, performance, terms, and benchmark fields for discoverability.", "pattern": "Fund databases can become active GTM surfaces when fields control screenability for investors, consultants, and platform analysts.", "required_packet_delta": "Fund profile, manager profile, performance, terms, fundraising updates, benchmark tables.", "sme_verify": "Which fields are required for discoverability versus just nice-to-have metadata?", "source_path": "docs/quant-pitch-calendar.md"}, "confidence": 0.86, "created_at": "2026-06-19 15:08:41", "deadline": null, "id": "packet-delta-priority-preqin-manager-and-fundraising-profile-extraction-fund-and-manager-profile-intake-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "packet_delta_priority", "status": "active", "strategy": "fund and manager profile intake", "subject_id": "preqin-manager-and-fundraising-profile-extraction", "subject_name": "Preqin manager and fundraising profile extraction", "subject_type": "manager_database", "updated_at": "2026-06-19 15:08:41"}
{"amount": "", "attrs": {"action": "Keep HMC as partner-intake evidence until an annual report or board record proves hedge-fund allocation and active manager selection.", "expected_fields": ["annual_report", "board_record", "active_manager_selection"], "pattern": "Official intake pages prove pitch routing, not allocation intent.", "required_packet_delta": "Annual report or board record proving hedge-fund allocation and active manager selection.", "sme_verify": "Does the HMC partner route actually screen hedge-fund managers, or is it only broad manager sourcing?", "source_path": "data/recovered_loop_tick57_official_source_upgrade_paths.json"}, "confidence": 0.72, "created_at": "2026-06-19 15:14:16", "deadline": null, "id": "source-upgrade-packet-delta-harvard-university-endowment-hedge-fund-allocation-source-remediation-hedge-fund-allocation-active-manager-selection-verification-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "source_upgrade_packet_delta", "status": "monitor", "strategy": "hedge-fund allocation / active manager-selection verification", "subject_id": "harvard-university-endowment-hedge-fund-allocation-source-remediation", "subject_name": "Harvard University Endowment hedge-fund allocation source remediation", "subject_type": "endowment_surface", "updated_at": "2026-06-19 16:15:18"}
{"amount": "", "attrs": {"action": "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.", "pattern": "Hospital-endowment pitch rows need both scale validation and gatekeeper validation.", "required_packet_delta": "First-party investment-office, annual-report, Form 990, or staff-bio evidence of the liquid-alts gatekeeper.", "sme_verify": "Ask a hospital-endowment SME whether ALSAC or St. Jude directly screens liquid alternatives and which official document exposes the route.", "source_path": "data/recovered_loop_tick57_official_source_upgrade_paths.json"}, "confidence": 0.7, "created_at": "2026-06-19 15:14:16", "deadline": null, "id": "source-upgrade-packet-delta-st-jude-children-s-research-hospital-alsac-first-party-source-remediation-liquid-alternatives-hedge-fund-gatekeeper-verification-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "source_upgrade_packet_delta", "status": "monitor", "strategy": "liquid alternatives / hedge-fund gatekeeper verification", "subject_id": "st-jude-children-s-research-hospital-alsac-first-party-source-remediation", "subject_name": "St. Jude Children's Research Hospital ALSAC first-party source remediation", "subject_type": "hospital_endowment", "updated_at": "2026-06-19 15:14:16"}
{"amount": "", "attrs": {"action": "Do not treat the Goldman Prime Services survey as distinct until a primary Goldman source proves it is separate from the wealth-channel survey.", "pattern": "Duplicate media summaries can inflate market demand unless the primary survey surface is extracted.", "required_packet_delta": "Primary Goldman Prime Services source plus proof the surface is distinct from the wealth-channel survey.", "sme_verify": "Ask a prime-brokerage SME whether this is a distinct Prime Services source or just a duplicate media summary.", "source_path": "data/recovered_loop_tick56_pitch_calendar_source_quality_signals.json"}, "confidence": 0.68, "created_at": "2026-06-19 15:14:16", "deadline": null, "id": "source-upgrade-packet-delta-goldman-sachs-prime-services-allocator-survey-duplicate-remediation-allocator-survey-quant-strategy-demand-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "source_upgrade_packet_delta", "status": "monitor", "strategy": "allocator survey / quant strategy demand", "subject_id": "goldman-sachs-prime-services-allocator-survey-duplicate-remediation", "subject_name": "Goldman Sachs Prime Services allocator survey duplicate remediation", "subject_type": "market", "updated_at": "2026-06-19 15:14:16"}
{"amount": "", "attrs": {"action": "Split the merged Chicago row with CTPF and MEABF official procurement pages or board packets before pitch routing.", "pattern": "Merged metro clusters hide the real buyer and create bad GTM routing.", "required_packet_delta": "CTPF and MEABF official procurement pages or board packets that separate the buyers.", "sme_verify": "Ask a Chicago public-pension SME whether CTPF and MEABF route alternatives searches through these official pages or through consultants first.", "source_path": "data/recovered_loop_tick57_official_source_upgrade_paths.json"}, "confidence": 0.78, "created_at": "2026-06-19 15:14:16", "deadline": null, "id": "source-upgrade-packet-delta-chicago-pension-funds-cluster-source-remediation-alternatives-rfp-plan-level-procurement-verification-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "source_upgrade_packet_delta", "status": "monitor", "strategy": "alternatives RFP / plan-level procurement verification", "subject_id": "chicago-pension-funds-cluster-source-remediation", "subject_name": "Chicago Pension Funds cluster source remediation", "subject_type": "public_pension_cluster", "updated_at": "2026-06-19 15:14:16"}
{"amount": "", "attrs": {"action": "Use PRIM investment pages as the anchor and extract a board or procurement record before treating PCS as a live manager-facing window.", "pattern": "Official investment pages verify allocator scope but not mandate timing.", "required_packet_delta": "Board or procurement record proving managed-account platform / PCS timing.", "sme_verify": "Ask a MassPRIM consultant or public-plan SME whether the PCS route is manager-facing, consultant-facing, or only internal.", "source_path": "data/recovered_loop_tick57_official_source_upgrade_paths.json"}, "confidence": 0.74, "created_at": "2026-06-19 15:14:16", "deadline": null, "id": "source-upgrade-packet-delta-massprim-managed-account-platform-official-source-gap-managed-account-platform-pcs-verification-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "source_upgrade_packet_delta", "status": "monitor", "strategy": "managed-account platform / PCS verification", "subject_id": "massprim-managed-account-platform-official-source-gap", "subject_name": "MassPRIM managed-account platform official source gap", "subject_type": "public_pension", "updated_at": "2026-06-19 15:14:16"}
{"amount": "", "attrs": {"action": "Replace wrong-subject evidence with a BNP-direct prime-brokerage or hedge-fund-services page before treating BNP as active.", "pattern": "Same-category prime-brokerage rows can inherit wrong-subject sources unless direct-source evidence is forced.", "required_packet_delta": "BNP official prime-brokerage or hedge-fund-services page proving capital-introduction / financing motion.", "sme_verify": "Which BNP team or page is the real cap-intro or hedge-fund financing entry point?", "source_path": "data/recovered_loop_tick58_source_upgrade_packet_deltas.json"}, "confidence": 0.6, "created_at": "2026-06-19 15:14:16", "deadline": null, "id": "source-upgrade-packet-delta-bnp-paribas-prime-brokerage-source-remediation-prime-brokerage-hedge-fund-financing-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "source_upgrade_packet_delta", "status": "monitor", "strategy": "prime brokerage / hedge fund financing", "subject_id": "bnp-paribas-prime-brokerage-source-remediation", "subject_name": "BNP Paribas Prime Brokerage source remediation", "subject_type": "vendor", "updated_at": "2026-06-19 15:47:14"}
{"amount": "", "attrs": {"action": "Replace wrong-subject evidence with a UBS-direct prime-brokerage or hedge-fund-services page before treating UBS as active.", "pattern": "Wrong-subject evidence should demote a gatekeeper row until a direct source exists.", "required_packet_delta": "UBS official prime-brokerage or hedge-fund-services page proving capital-introduction / financing motion.", "sme_verify": "Which UBS surface actually supports hedge-fund financing, cap-intro, or allocator access?", "source_path": "data/recovered_loop_tick58_source_upgrade_packet_deltas.json"}, "confidence": 0.6, "created_at": "2026-06-19 15:14:16", "deadline": null, "id": "source-upgrade-packet-delta-ubs-prime-brokerage-source-remediation-prime-brokerage-hedge-fund-financing-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "source_upgrade_packet_delta", "status": "monitor", "strategy": "prime brokerage / hedge fund financing", "subject_id": "ubs-prime-brokerage-source-remediation", "subject_name": "UBS Prime Brokerage source remediation", "subject_type": "vendor", "updated_at": "2026-06-19 15:47:14"}
{"amount": "", "attrs": {"action": "Keep HMC as the manager node and stop it from absorbing Harvard University Endowment facts; use a managed_by relation instead of alias collapse.", "pattern": "The audit flags an endowment-manager collision, and the LP batch already models HMC as a university endowment allocator.", "sme_verify": "Confirm that HMC should stay the operating manager node only, with endowment facts moved off that node.", "source_path": "data/recovered_loop_tick44_identity_normalization_audit.json"}, "confidence": 0.97, "created_at": "2026-06-19 15:21:07", "deadline": null, "id": "duplicate-identity-harvard-management-company-hmc-quant-hedge-fund-allocator-graph-hygiene-2026-06-19-open", "next_review": null, "signal_date": "2026-06-19", "signal_type": "duplicate_identity", "status": "open", "strategy": "quant hedge fund allocator graph hygiene", "subject_id": "harvard-management-company-hmc", "subject_name": "Harvard Management Company (HMC)", "subject_type": "lp", "updated_at": "2026-06-19 15:21:07"}
{"amount": "", "attrs": {"action": "Keep the endowment separate from HMC and remove any HMC aliasing from the allocator node.", "pattern": "The same Harvard relationship appears as both a manager and an allocator, which risks collapsing two distinct institutions.", "sme_verify": "Confirm that Harvard University Endowment is the allocator/beneficial owner node, separate from HMC.", "source_path": "data/recovered_loop_tick44_identity_normalization_audit.json"}, "confidence": 0.96, "created_at": "2026-06-19 15:21:07", "deadline": null, "id": "duplicate-identity-harvard-university-endowment-quant-hedge-fund-allocator-graph-hygiene-2026-06-19-open", "next_review": null, "signal_date": "2026-06-19", "signal_type": "duplicate_identity", "status": "open", "strategy": "quant hedge fund allocator graph hygiene", "subject_id": "harvard-university-endowment", "subject_name": "Harvard University Endowment", "subject_type": "lp", "updated_at": "2026-06-19 15:21:07"}
{"amount": "", "attrs": {"action": "Canonicalize GIC to one sovereign allocator node and treat the long-form and acronym variants as aliases only.", "pattern": "Acronym and long-form variants appear in different rows, which invites duplicate sovereign allocator nodes.", "sme_verify": "Confirm whether any separate committee or leadership node is intended, or whether all GIC variants should merge.", "source_path": "data/recovered_loop_tick44_identity_normalization_audit.json"}, "confidence": 0.95, "created_at": "2026-06-19 15:21:07", "deadline": null, "id": "duplicate-identity-gic-government-of-singapore-investment-corporation-quant-hedge-fund-allocator-graph-hygiene-2026-06-19-open", "next_review": null, "signal_date": "2026-06-19", "signal_type": "duplicate_identity", "status": "open", "strategy": "quant hedge fund allocator graph hygiene", "subject_id": "gic-government-of-singapore-investment-corporation", "subject_name": "GIC (Government of Singapore Investment Corporation)", "subject_type": "lp", "updated_at": "2026-06-19 15:21:07"}
{"amount": "", "attrs": {"action": "Merge CPP Investments and CPPIB naming into one allocator node; keep the Canada Pension Plan beneficiary context separate if needed.", "pattern": "The same Canadian pension allocator is referenced as CPP Investments, CPP Investments (CPPIB), and CPPIB across files.", "sme_verify": "Confirm whether CPP Investments and CPPIB are the same canonical node or separate entities in this graph model.", "source_path": "data/recovered_batches/extracted_tick10_lps.json"}, "confidence": 0.94, "created_at": "2026-06-19 15:21:07", "deadline": null, "id": "duplicate-identity-cpp-investments-cppib-quant-hedge-fund-allocator-graph-hygiene-2026-06-19-open", "next_review": null, "signal_date": "2026-06-19", "signal_type": "duplicate_identity", "status": "open", "strategy": "quant hedge fund allocator graph hygiene", "subject_id": "cpp-investments-cppib", "subject_name": "CPP Investments (CPPIB)", "subject_type": "lp", "updated_at": "2026-06-19 15:21:07"}
{"amount": "", "attrs": {"action": "Pick one canonical firm label and map other spellings to it; keep the founder node separate from the firm node.", "pattern": "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.", "sme_verify": "Confirm whether the graph should standardize on D.E. Shaw or D.E. Shaw & Co. as the canonical firm name.", "source_path": "data/recovered_batches/extracted_tick10_rich_list.json"}, "confidence": 0.93, "created_at": "2026-06-19 15:21:07", "deadline": null, "id": "duplicate-identity-d-e-shaw-quant-hedge-fund-allocator-graph-hygiene-2026-06-19-open", "next_review": null, "signal_date": "2026-06-19", "signal_type": "duplicate_identity", "status": "open", "strategy": "quant hedge fund allocator graph hygiene", "subject_id": "d-e-shaw", "subject_name": "D.E. Shaw", "subject_type": "fund", "updated_at": "2026-06-19 15:21:07"}
{"amount": "", "attrs": {"action": "Deduplicate the founder node and keep one canonical person record for the D.E. Shaw founder.", "pattern": "The founder appears as David Shaw in one batch and David E. Shaw in another, which will split the same person into two nodes.", "sme_verify": "Confirm whether David Shaw and David E. Shaw should be merged into one founder/person node.", "source_path": "data/recovered_batches/extracted_tick10_rich_list.json"}, "confidence": 0.91, "created_at": "2026-06-19 15:21:07", "deadline": null, "id": "duplicate-identity-david-shaw-quant-hedge-fund-allocator-graph-hygiene-2026-06-19-open", "next_review": null, "signal_date": "2026-06-19", "signal_type": "duplicate_identity", "status": "open", "strategy": "quant hedge fund allocator graph hygiene", "subject_id": "david-shaw", "subject_name": "David Shaw", "subject_type": "person", "updated_at": "2026-06-19 15:21:07"}
{"amount": "", "attrs": {"action": "Collapse this firm label onto the same canonical D.E. Shaw firm node used elsewhere in the graph.", "pattern": "The hedge-fund batch uses the longer firm name while other batches shorten it, which creates a duplicate firm identity risk.", "sme_verify": "Confirm whether D.E. Shaw & Co. should be the canonical firm name or an alias of D.E. Shaw.", "source_path": "data/recovered_batches/extracted_tick10_hedge_funds.json"}, "confidence": 0.94, "created_at": "2026-06-19 15:21:07", "deadline": null, "id": "duplicate-identity-d-e-shaw-co-quant-hedge-fund-allocator-graph-hygiene-2026-06-19-open", "next_review": null, "signal_date": "2026-06-19", "signal_type": "duplicate_identity", "status": "open", "strategy": "quant hedge fund allocator graph hygiene", "subject_id": "d-e-shaw-co", "subject_name": "D.E. Shaw & Co.", "subject_type": "fund", "updated_at": "2026-06-19 15:21:07"}
{"amount": "", "attrs": {"action": "Deduplicate the founder identity against the shorter David Shaw variant and keep one canonical person node.", "pattern": "The founder name is rendered with and without the middle initial across batches, which is a classic founder-node split.", "sme_verify": "Confirm whether David E. Shaw should be merged with the David Shaw node from the rich-list batch.", "source_path": "data/recovered_batches/extracted_tick10_hedge_funds.json"}, "confidence": 0.92, "created_at": "2026-06-19 15:21:07", "deadline": null, "id": "duplicate-identity-david-e-shaw-quant-hedge-fund-allocator-graph-hygiene-2026-06-19-open", "next_review": null, "signal_date": "2026-06-19", "signal_type": "duplicate_identity", "status": "open", "strategy": "quant hedge fund allocator graph hygiene", "subject_id": "david-e-shaw", "subject_name": "David E. Shaw", "subject_type": "person", "updated_at": "2026-06-19 15:21:07"}
{"amount": "", "attrs": {"action": "Re-type this row as an institution or allocator, not a person.", "pattern": "The node name is an operating company, but the extracted row assigns the person type.", "sme_verify": "Confirm the intended entity class for ASFAR so the node is typed as an institution, not an individual.", "source_path": "data/recovered_batches/extracted_tick10_me_apac_allocators.json"}, "confidence": 0.99, "created_at": "2026-06-19 15:21:07", "deadline": null, "id": "type-mismatch-asfar-the-saudi-tourism-investment-company-allocator-graph-hygiene-2026-06-19-open", "next_review": null, "signal_date": "2026-06-19", "signal_type": "type_mismatch", "status": "open", "strategy": "allocator graph hygiene", "subject_id": "asfar-the-saudi-tourism-investment-company", "subject_name": "ASFAR, The Saudi Tourism Investment Company", "subject_type": "person", "updated_at": "2026-06-19 15:21:07"}
{"amount": "", "attrs": {"action": "Re-type this row as an allocator or institution rather than a person.", "pattern": "The node is clearly a pension federation or institution, but it is stored as a person row.", "sme_verify": "Confirm whether this should be an allocator/institution node rather than a person node.", "source_path": "data/recovered_batches/extracted_tick10_me_apac_allocators.json"}, "confidence": 0.98, "created_at": "2026-06-19 15:21:07", "deadline": null, "id": "type-mismatch-pension-fund-of-japanese-corporations-allocator-graph-hygiene-2026-06-19-open", "next_review": null, "signal_date": "2026-06-19", "signal_type": "type_mismatch", "status": "open", "strategy": "allocator graph hygiene", "subject_id": "pension-fund-of-japanese-corporations", "subject_name": "Pension Fund of Japanese Corporations", "subject_type": "person", "updated_at": "2026-06-19 15:21:07"}
{"amount": "", "attrs": {"action": "Re-type this family office as an allocator/institution node.", "pattern": "A family office name is stored as person, which will break allocator and ownership traversals.", "sme_verify": "Confirm whether Tsao Family Office should be an allocator or institution node.", "source_path": "data/recovered_batches/extracted_tick10_me_apac_allocators.json"}, "confidence": 0.99, "created_at": "2026-06-19 15:21:07", "deadline": null, "id": "type-mismatch-tsao-family-office-allocator-graph-hygiene-2026-06-19-open", "next_review": null, "signal_date": "2026-06-19", "signal_type": "type_mismatch", "status": "open", "strategy": "allocator graph hygiene", "subject_id": "tsao-family-office", "subject_name": "Tsao Family Office", "subject_type": "person", "updated_at": "2026-06-19 15:21:07"}
{"amount": "", "attrs": {"action": "Re-type this superannuation scheme as an allocator/institution node.", "pattern": "A retirement trust is modeled as a person row even though the role is institutional.", "sme_verify": "Confirm the intended allocator class for Australian Retirement Trust Superannuation Scheme.", "source_path": "data/recovered_batches/extracted_tick10_me_apac_allocators.json"}, "confidence": 0.98, "created_at": "2026-06-19 15:21:07", "deadline": null, "id": "type-mismatch-australian-retirement-trust-superannuation-scheme-allocator-graph-hygiene-2026-06-19-open", "next_review": null, "signal_date": "2026-06-19", "signal_type": "type_mismatch", "status": "open", "strategy": "allocator graph hygiene", "subject_id": "australian-retirement-trust-superannuation-scheme", "subject_name": "Australian Retirement Trust Superannuation Scheme", "subject_type": "person", "updated_at": "2026-06-19 15:21:07"}
{"amount": "", "attrs": {"action": "Extract the proposal fields into a manager-ready submission packet for systematic public strategies.", "expected_fields": ["strategy", "aum", "track_record", "fees", "liquidity", "implementation_fit", "references", "submission_path", "document_url"], "pattern": "Proposal portals only help when they expose the actual intake packet rather than a generic contact form.", "required_packet_delta": "Full proposal packet with strategy, AUM, track record, fees, liquidity, implementation fit, references, and submission path.", "sme_verify": "Does the portal accept live submissions from new managers, or is it just an informational intake page?", "source_path": "docs/quant-board-packet-extraction-queue.md"}, "confidence": 0.94, "created_at": "2026-06-19 15:21:07", "deadline": null, "id": "packet-delta-priority-calpers-investment-proposal-submission-proposal-intake-systematic-public-equity-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "packet_delta_priority", "status": "active", "strategy": "proposal intake / systematic public equity", "subject_id": "calpers-investment-proposal-submission", "subject_name": "CalPERS Investment Proposal Submission", "subject_type": "public_pension", "updated_at": "2026-06-19 15:21:07"}
{"amount": "", "attrs": {"action": "Re-type this sovereign fund as an allocator/institution node and keep the CIO relations separate.", "pattern": "The fund is stored as a person node even though multiple files already treat it as an allocator.", "sme_verify": "Confirm whether New Zealand Superannuation Fund should be normalized to allocator/institution.", "source_path": "data/recovered_batches/extracted_tick10_me_apac_allocators.json"}, "confidence": 0.98, "created_at": "2026-06-19 15:21:07", "deadline": null, "id": "type-mismatch-new-zealand-superannuation-fund-allocator-graph-hygiene-2026-06-19-open", "next_review": null, "signal_date": "2026-06-19", "signal_type": "type_mismatch", "status": "open", "strategy": "allocator graph hygiene", "subject_id": "new-zealand-superannuation-fund", "subject_name": "New Zealand Superannuation Fund", "subject_type": "person", "updated_at": "2026-06-19 15:21:07"}
{"amount": "", "attrs": {"action": "Normalize the manager-opportunities page into a qualification checklist for new manager outreach.", "expected_fields": ["strategy_category", "minimum_aum", "track_record", "contact_method", "status_date", "document_url"], "pattern": "Manager-intake pages are only useful when the screen criteria and contact method are explicit.", "required_packet_delta": "Qualification thresholds, contact method, status date, and category-specific intake requirements.", "sme_verify": "Is this a live manager intake route or merely a general opportunity listing?", "source_path": "docs/quant-board-packet-extraction-queue.md"}, "confidence": 0.91, "created_at": "2026-06-19 15:21:07", "deadline": null, "id": "packet-delta-priority-calpers-public-investment-manager-opportunities-manager-intake-qualification-screen-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "packet_delta_priority", "status": "active", "strategy": "manager intake / qualification screen", "subject_id": "calpers-public-investment-manager-opportunities", "subject_name": "CalPERS Public Investment Manager Opportunities", "subject_type": "public_pension", "updated_at": "2026-06-19 15:21:07"}
{"amount": "", "attrs": {"action": "Re-type this pension fund as an allocator/institution node.", "pattern": "The graph currently stores a public pension institution as a person, which is structurally wrong.", "sme_verify": "Confirm whether Thailand Government Pension Fund should be an allocator/institution node.", "source_path": "data/recovered_batches/extracted_tick10_me_apac_allocators.json"}, "confidence": 0.98, "created_at": "2026-06-19 15:21:07", "deadline": null, "id": "type-mismatch-thailand-government-pension-fund-allocator-graph-hygiene-2026-06-19-open", "next_review": null, "signal_date": "2026-06-19", "signal_type": "type_mismatch", "status": "open", "strategy": "allocator graph hygiene", "subject_id": "thailand-government-pension-fund", "subject_name": "Thailand Government Pension Fund", "subject_type": "person", "updated_at": "2026-06-19 15:21:07"}
{"amount": "", "attrs": {"action": "Extract the solicitation attachments and addenda so a pitch packet can answer the search requirements directly.", "expected_fields": ["search_name", "deadline", "contract_expiry", "mandate", "requirements", "addenda", "award_path", "document_url"], "pattern": "Search announcements become pitch windows only when the addenda and award path are captured.", "required_packet_delta": "Search name, deadline, contract expiry, mandate, requirements, addenda, award path, and document URL.", "sme_verify": "Do the attachments show a true search launch or just a notice of future solicitation?", "source_path": "docs/quant-board-packet-extraction-queue.md"}, "confidence": 0.88, "created_at": "2026-06-19 15:21:07", "deadline": "2026-07-15", "id": "packet-delta-priority-nyc-bam-passive-indexing-search-search-solicitation-replacement-cycle-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "packet_delta_priority", "status": "active", "strategy": "search solicitation / replacement cycle", "subject_id": "nyc-bam-passive-indexing-search", "subject_name": "NYC BAM Passive Indexing Search", "subject_type": "public_pension", "updated_at": "2026-06-19 15:21:07"}
{"amount": "", "attrs": {"action": "Re-type this firm as an allocator/institution node.", "pattern": "A firm name is assigned the person type, which will misroute ownership and affiliation edges.", "sme_verify": "Confirm whether Blauwpark Partners should be normalized as an institution/allocator node.", "source_path": "data/recovered_batches/extracted_tick10_me_apac_allocators.json"}, "confidence": 0.98, "created_at": "2026-06-19 15:21:07", "deadline": null, "id": "type-mismatch-blauwpark-partners-allocator-graph-hygiene-2026-06-19-open", "next_review": null, "signal_date": "2026-06-19", "signal_type": "type_mismatch", "status": "open", "strategy": "allocator graph hygiene", "subject_id": "blauwpark-partners", "subject_name": "Blauwpark Partners", "subject_type": "person", "updated_at": "2026-06-19 15:21:07"}
{"amount": "", "attrs": {"action": "Turn the program page into a packet that shows eligibility, capacity, and the graduation path into allocation.", "expected_fields": ["eligibility", "aum_threshold", "allocation_path", "graduation_criteria", "program_contact", "asset_class_parameters", "document_url"], "named_people": ["Anastasia Titarchuk", "Navyug Patel", "Deborah A. Velez Medenica"], "pattern": "Emerging-manager programs matter when graduation criteria map to a real allocation path.", "required_packet_delta": "Eligibility, AUM threshold, allocation path, graduation criteria, program contact, and asset-class parameters.", "sme_verify": "Does graduation still map to a live allocation path or only to general program status?", "source_path": "docs/quant-board-packet-extraction-queue.md"}, "confidence": 0.87, "created_at": "2026-06-19 15:21:07", "deadline": null, "id": "packet-delta-priority-nyscrf-emerging-manager-program-emerging-manager-allocation-graduation-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "packet_delta_priority", "status": "active", "strategy": "emerging-manager allocation / graduation", "subject_id": "nyscrf-emerging-manager-program", "subject_name": "NYSCRF Emerging Manager Program", "subject_type": "public_pension_program", "updated_at": "2026-06-19 15:56:12"}
{"amount": "", "attrs": {"action": "Re-type this insurer as an institution node.", "pattern": "The node name is a corporate insurance group, not an individual.", "sme_verify": "Confirm whether Generali Malaysia Insurance Group should be typed as an institution rather than a person.", "source_path": "data/recovered_batches/extracted_tick10_me_apac_allocators.json"}, "confidence": 0.97, "created_at": "2026-06-19 15:21:07", "deadline": null, "id": "type-mismatch-generali-malaysia-insurance-group-allocator-graph-hygiene-2026-06-19-open", "next_review": null, "signal_date": "2026-06-19", "signal_type": "type_mismatch", "status": "open", "strategy": "allocator graph hygiene", "subject_id": "generali-malaysia-insurance-group", "subject_name": "Generali Malaysia Insurance Group", "subject_type": "person", "updated_at": "2026-06-19 15:21:07"}
{"amount": "", "attrs": {"action": "Extract the board-book items into a meeting digest that exposes approvals, commitments, and manager-change evidence.", "expected_fields": ["board_date", "agenda_item", "approval", "vote", "speaker", "committee", "manager_change", "document_url"], "pattern": "Board books are the best source when committee motions or approvals move manager decisions.", "required_packet_delta": "Board date, agenda item, approval, vote, speaker, committee, manager change, and document URL.", "sme_verify": "Do the materials include an approval or a manager change, or only a presentation deck?", "source_path": "docs/quant-board-packet-extraction-queue.md"}, "confidence": 0.89, "created_at": "2026-06-19 15:21:07", "deadline": "2026-07-16", "id": "packet-delta-priority-trs-texas-board-meeting-materials-committee-approval-manager-change-review-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "packet_delta_priority", "status": "active", "strategy": "committee approval / manager-change review", "subject_id": "trs-texas-board-meeting-materials", "subject_name": "TRS Texas Board Meeting Materials", "subject_type": "public_pension_board", "updated_at": "2026-06-19 15:21:07"}
{"amount": "", "attrs": {"action": "Re-type this family office as an allocator/institution node.", "pattern": "A family office is stored as person, which will collide with allocator and staff nodes.", "sme_verify": "Confirm whether this private office should be an institutional allocator node.", "source_path": "data/recovered_batches/extracted_tick10_me_apac_allocators.json"}, "confidence": 0.99, "created_at": "2026-06-19 15:21:07", "deadline": null, "id": "type-mismatch-the-private-office-of-sheikh-abdulhakim-al-maktoum-family-office-allocator-graph-hygiene-2026-06-19-open", "next_review": null, "signal_date": "2026-06-19", "signal_type": "type_mismatch", "status": "open", "strategy": "allocator graph hygiene", "subject_id": "the-private-office-of-sheikh-abdulhakim-al-maktoum-family-office", "subject_name": "The Private Office of Sheikh Abdulhakim Al Maktoum Family Office", "subject_type": "person", "updated_at": "2026-06-19 15:21:07"}
{"amount": "", "attrs": {"action": "Normalize the monthly disclosure into a hire/termination tape with placement-agent and amount fields.", "expected_fields": ["month", "manager_name", "asset_class", "transaction_type", "hire_or_termination", "placement_agent", "amount", "document_url"], "pattern": "Monthly disclosures are valuable when the transaction fields reveal manager moves before summaries do.", "required_packet_delta": "Month, manager name, asset class, transaction type, hire or termination, placement agent, amount, and document URL.", "sme_verify": "Which rows are true hires or terminations versus routine position changes?", "source_path": "docs/quant-board-packet-extraction-queue.md"}, "confidence": 0.85, "created_at": "2026-06-19 15:21:07", "deadline": null, "id": "packet-delta-priority-nyscrf-monthly-disclosure-of-investments-and-transactions-manager-hire-termination-tape-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "packet_delta_priority", "status": "active", "strategy": "manager hire/termination tape", "subject_id": "nyscrf-monthly-disclosure-of-investments-and-transactions", "subject_name": "NYSCRF Monthly Disclosure of Investments and Transactions", "subject_type": "public_pension", "updated_at": "2026-06-19 15:21:07"}
{"amount": "", "attrs": {"action": "Re-type this family office as an allocator/institution node.", "pattern": "A family office principal vehicle is marked as person, so it will not behave like an allocator node.", "sme_verify": "Confirm whether AP Family Office should be normalized to institution/allocator.", "source_path": "data/recovered_batches/extracted_tick10_me_apac_allocators.json"}, "confidence": 0.99, "created_at": "2026-06-19 15:21:07", "deadline": null, "id": "type-mismatch-ap-family-office-allocator-graph-hygiene-2026-06-19-open", "next_review": null, "signal_date": "2026-06-19", "signal_type": "type_mismatch", "status": "open", "strategy": "allocator graph hygiene", "subject_id": "ap-family-office", "subject_name": "AP Family Office", "subject_type": "person", "updated_at": "2026-06-19 15:21:07"}
{"amount": "", "attrs": {"action": "Extract committee-level agenda items, presenters, motions, and closed-session references into a named-people packet.", "expected_fields": ["meeting_date", "committee", "agenda_item", "presenter", "board_member", "motion_or_vote", "closed_session_reference", "document_url"], "pattern": "Recurring board archives become source upgrades when they expose motions, presenters, and closed-session headers.", "required_packet_delta": "Meeting date, committee, agenda item, presenter, board member, motion or vote, closed-session reference, and document URL.", "sme_verify": "Which agenda items map to manager review or replacement rather than routine governance?", "source_path": "docs/quant-board-packet-extraction-queue.md"}, "confidence": 0.86, "created_at": "2026-06-19 15:21:07", "deadline": null, "id": "packet-delta-priority-calpers-board-meetings-cio-selection-context-public-market-review-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "packet_delta_priority", "status": "active", "strategy": "CIO-selection context / public-market review", "subject_id": "calpers-board-meetings", "subject_name": "CalPERS Board Meetings", "subject_type": "public_pension_board", "updated_at": "2026-06-19 15:21:07"}
{"amount": "", "attrs": {"action": "Re-type this foundation as an institution node.", "pattern": "The foundation is stored as a person row even though the context is clearly organizational.", "sme_verify": "Confirm whether The Hong Kong Jockey Club Foundation should be typed as an institution rather than a person.", "source_path": "data/recovered_batches/extracted_tick10_me_apac_allocators.json"}, "confidence": 0.98, "created_at": "2026-06-19 15:21:07", "deadline": null, "id": "type-mismatch-the-hong-kong-jockey-club-foundation-allocator-graph-hygiene-2026-06-19-open", "next_review": null, "signal_date": "2026-06-19", "signal_type": "type_mismatch", "status": "open", "strategy": "allocator graph hygiene", "subject_id": "the-hong-kong-jockey-club-foundation", "subject_name": "The Hong Kong Jockey Club Foundation", "subject_type": "person", "updated_at": "2026-06-19 15:21:07"}
{"amount": "", "attrs": {"action": "Extract solicitation and renewal fields so the packet shows the next vendor-change window.", "expected_fields": ["solicitation_title", "procurement_type", "deadline", "contact", "vendor_category", "award_status", "renewal_date", "document_url"], "pattern": "Procurement listings matter when they expose deadlines, vendor categories, and renewal dates.", "required_packet_delta": "Solicitation title, procurement type, deadline, contact, vendor category, award status, renewal date, and document URL.", "sme_verify": "Does the listing show active procurement or just a vendor directory?", "source_path": "docs/quant-board-packet-extraction-queue.md"}, "confidence": 0.83, "created_at": "2026-06-19 15:21:07", "deadline": null, "id": "packet-delta-priority-ctpf-procurement-and-service-providers-procurement-vendor-renewal-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "packet_delta_priority", "status": "active", "strategy": "procurement / vendor renewal", "subject_id": "ctpf-procurement-and-service-providers", "subject_name": "CTPF Procurement and Service Providers", "subject_type": "public_pension", "updated_at": "2026-06-19 15:21:07"}
{"amount": "", "attrs": {"action": "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.", "pattern": "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.", "sme_verify": "Confirm whether Family offices should remain a market bucket rather than a canonical allocator node.", "source_path": "data/recovered_loop_tick11_quant_allocators.json"}, "confidence": 0.81, "created_at": "2026-06-19 15:21:07", "deadline": null, "id": "bucket-duplication-family-offices-private-wealth-quant-hedge-fund-distribution-2026-06-19-open", "next_review": null, "signal_date": "2026-06-19", "signal_type": "bucket_duplication", "status": "open", "strategy": "private wealth quant hedge fund distribution", "subject_id": "family-offices", "subject_name": "Family offices", "subject_type": "lp", "updated_at": "2026-06-19 15:21:07"}
{"amount": "", "attrs": {"action": "Extract the advisor prompt and retrieval surface into a CAIS-ready answer pack for liquid-alts distribution.", "expected_fields": ["advisor_prompt", "retrieval_surface", "asset_manager_packet", "home_office_fields", "model_portfolio_language", "source_url"], "pattern": "Advisor platforms are only useful when the packet matches their prompt and retrieval workflow.", "required_packet_delta": "Advisor prompt, retrieval surface, asset-manager packet, home-office fields, model-portfolio language, and source URL.", "sme_verify": "Which advisor prompts actually drive retrieval, and which are just marketing copy?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md"}, "confidence": 0.93, "created_at": "2026-06-19 15:21:07", "deadline": null, "id": "packet-delta-priority-cais-x-claude-cais-advisor-intelligence-advisor-alternatives-platform-prompt-surface-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "packet_delta_priority", "status": "active", "strategy": "advisor alternatives platform / prompt surface", "subject_id": "cais-x-claude-cais-advisor-intelligence", "subject_name": "CAIS x Claude / CAIS advisor intelligence", "subject_type": "vendor", "updated_at": "2026-06-19 15:21:07"}
{"amount": "", "attrs": {"action": "Normalize the marketplace into a diligence packet with subscription, DDQ, reporting, and fit fields.", "expected_fields": ["fund_data_fields", "subscription_workflow", "ddq_fields", "advisor_education", "portfolio_fit", "reporting_artifacts"], "pattern": "Platform distribution requires the fund packet to be machine-readable and advisor-friendly.", "required_packet_delta": "Fund data fields, subscription workflow, DDQ fields, advisor education, portfolio fit, and reporting artifacts.", "sme_verify": "Which iCapital fields are mandatory for onboarding versus useful for discovery only?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md"}, "confidence": 0.92, "created_at": "2026-06-19 15:21:07", "deadline": null, "id": "packet-delta-priority-icapital-marketplace-and-due-diligence-platform-listing-diligence-workflow-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "packet_delta_priority", "status": "active", "strategy": "platform listing / diligence workflow", "subject_id": "icapital-marketplace-and-due-diligence", "subject_name": "iCapital Marketplace and Due Diligence", "subject_type": "vendor", "updated_at": "2026-06-19 15:21:07"}
{"amount": "", "attrs": {"action": "Extract the public research page or event page that proves this is a real family-office route before treating it as a pitch channel.", "expected_fields": ["research_page", "family_office_report", "advisor_workflow", "alternatives_language", "event_or_speaker", "source_url"], "pattern": "Private-bank access matters only when the official surface proves the research or advisor workflow.", "required_packet_delta": "Research page, family-office report, advisor workflow, alternatives language, event or speaker, and source URL.", "sme_verify": "Is the public surface a real family-office research route or just generic private-bank content?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md"}, "confidence": 0.74, "created_at": "2026-06-19 15:21:07", "deadline": null, "id": "packet-delta-priority-j-p-morgan-private-bank-private-bank-allocator-route-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "packet_delta_priority", "status": "active", "strategy": "private-bank allocator route", "subject_id": "j-p-morgan-private-bank", "subject_name": "J.P. Morgan Private Bank", "subject_type": "vendor", "updated_at": "2026-06-19 15:21:07"}
{"amount": "", "attrs": {"action": "Clean the legacy Citi-to-iCapital route and capture the operating fields that affect advisor onboarding.", "expected_fields": ["legacy_platform", "icapital_operating_route", "advisor_segment", "subscription_path", "source_url"], "pattern": "Platform lineage matters because the real operating rail may have moved even if the brand name stayed the same.", "required_packet_delta": "Legacy platform, iCapital operating route, advisor segment, subscription path, and source URL.", "sme_verify": "Does the current route sit on Citi-branded pages or on iCapital operating pages?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md"}, "confidence": 0.86, "created_at": "2026-06-19 15:21:07", "deadline": null, "id": "packet-delta-priority-citi-wealth-icapital-distribution-rail-transition-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "packet_delta_priority", "status": "active", "strategy": "distribution rail transition", "subject_id": "citi-wealth-icapital", "subject_name": "Citi Wealth / iCapital", "subject_type": "vendor", "updated_at": "2026-06-19 15:21:07"}
{"amount": "", "attrs": {"action": "Extract report timing, allocation language, and segment routing so the packet is usable for UHNW outreach.", "expected_fields": ["report_date", "family_office_allocation", "advisor_route", "uhnw_segment", "ai_or_liquid_alts_language", "source_url"], "pattern": "UBS family-office pages matter when they expose report cadence and allocator language.", "required_packet_delta": "Report date, family-office allocation, advisor route, UHNW segment, AI or liquid-alts language, and source URL.", "sme_verify": "Which UBS surface actually drives allocator education: report, adviser page, or UHNW landing page?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md"}, "confidence": 0.88, "created_at": "2026-06-19 15:21:07", "deadline": null, "id": "packet-delta-priority-ubs-global-wealth-management-family-office-and-uhnw-family-office-allocator-education-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "packet_delta_priority", "status": "active", "strategy": "family-office allocator education", "subject_id": "ubs-global-wealth-management-family-office-and-uhnw", "subject_name": "UBS Global Wealth Management / Family Office and UHNW", "subject_type": "vendor", "updated_at": "2026-06-19 15:21:07"}
{"amount": "", "attrs": {"action": "Convert the model-portfolio surface into advisor-research fields that show where a strategy fits in a shelf.", "expected_fields": ["model_portfolio", "advisor_research", "home_office_workflow", "product_screen", "source_url"], "pattern": "Model-portfolio gatekeepers decide whether a strategy becomes operationally recommendable.", "required_packet_delta": "Model portfolio, advisor research, home office workflow, product screen, and source URL.", "sme_verify": "Which Morningstar fields control inclusion in advisor workflows versus general research?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md"}, "confidence": 0.91, "created_at": "2026-06-19 15:21:07", "deadline": null, "id": "packet-delta-priority-morningstar-wealth-model-portfolio-workflow-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "packet_delta_priority", "status": "active", "strategy": "model-portfolio workflow", "subject_id": "morningstar-wealth", "subject_name": "Morningstar Wealth", "subject_type": "vendor", "updated_at": "2026-06-19 15:21:07"}
{"amount": "", "attrs": {"action": "Extract the advisor portal and approval workflow so the hedge-fund packet can be compared against wrapper-based distribution.", "expected_fields": ["advisor_portal", "sma_product", "due_diligence_packet", "model_approval_workflow", "source_url"], "pattern": "When wealth platforms launch private-markets SMAs, distribution shifts toward packaging and workflow compatibility.", "required_packet_delta": "Advisor portal, SMA product, due-diligence packet, model-approval workflow, and source URL.", "sme_verify": "Is the wrapper approved at the advisor-platform level or only described in marketing materials?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md"}, "confidence": 0.89, "created_at": "2026-06-19 15:21:07", "deadline": null, "id": "packet-delta-priority-morgan-stanley-wealth-management-blackrock-private-markets-sma-wrapper-advisor-sold-alternatives-sma-wrapper-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "packet_delta_priority", "status": "active", "strategy": "advisor-sold alternatives / SMA wrapper", "subject_id": "morgan-stanley-wealth-management-blackrock-private-markets-sma-wrapper", "subject_name": "Morgan Stanley Wealth Management / BlackRock private-markets SMA wrapper", "subject_type": "vendor", "updated_at": "2026-06-19 15:21:07"}
{"amount": "", "attrs": {"action": "Extract the OCIO intake and consultant screen fields that drive manager qualification for fiduciary advisers.", "expected_fields": ["ocio_manager_intake", "fiduciary_research", "consultant_screen", "rfp_workflow", "source_url"], "pattern": "OCIO and fiduciary advisers are hidden gatekeepers that need explicit screening and RFP workflow fields.", "required_packet_delta": "OCIO manager intake, fiduciary research, consultant screen, RFP workflow, and source URL.", "sme_verify": "Does CAPTRUST screen managers directly, or only refer them through a broader adviser process?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md"}, "confidence": 0.84, "created_at": "2026-06-19 15:21:07", "deadline": null, "id": "packet-delta-priority-captrust-ocio-fiduciary-adviser-surfaces-ocio-fiduciary-manager-screen-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "packet_delta_priority", "status": "active", "strategy": "OCIO / fiduciary manager screen", "subject_id": "captrust-ocio-fiduciary-adviser-surfaces", "subject_name": "CAPTRUST OCIO / fiduciary adviser surfaces", "subject_type": "vendor", "updated_at": "2026-06-19 15:21:07"}
{"amount": "", "attrs": {"action": "Fetch the secure proposal portal plus any upload or instruction page, then normalize the submission fields into a manager-ready packet.", "evidence_url": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/investment-proposal-submission", "expected_fields": ["strategy", "aum", "track_record", "fees", "liquidity", "implementation_fit", "references", "submission_path", "document_url"], "next_fetch_path": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/investment-proposal-submission", "pattern": "A direct proposal-submission page creates a standing intake route even when no formal RFP is open.", "sme_verify": "Does the portal accept live submissions from new managers, or is it informational only?", "source_path": "docs/quant-board-packet-extraction-queue.md"}, "confidence": 0.95, "created_at": "2026-06-19 15:32:44", "deadline": null, "id": "source-upgrade-packet-delta-calpers-investment-proposal-submission-direct-proposal-intake-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "source_upgrade_packet_delta", "status": "active", "strategy": "direct proposal intake", "subject_id": "calpers-investment-proposal-submission", "subject_name": "CalPERS Investment Proposal Submission", "subject_type": "public_pension", "updated_at": "2026-06-19 15:32:44"}
{"amount": "", "attrs": {"action": "Fetch the manager-opportunities criteria and cross-check any eVestment references or contact path.", "evidence_url": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/public-investment-manager-opportunities", "expected_fields": ["strategy_category", "minimum_aum", "track_record", "contact_method", "status_date", "document_url"], "next_fetch_path": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/public-investment-manager-opportunities", "pattern": "Manager-intake pages are only useful when the screen criteria and contact method are explicit.", "sme_verify": "Is this a live manager intake route or merely a general opportunity listing?", "source_path": "docs/quant-board-packet-extraction-queue.md"}, "confidence": 0.94, "created_at": "2026-06-19 15:32:44", "deadline": null, "id": "source-upgrade-packet-delta-calpers-public-investment-manager-opportunities-public-manager-intake-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "source_upgrade_packet_delta", "status": "active", "strategy": "public manager intake", "subject_id": "calpers-public-investment-manager-opportunities", "subject_name": "CalPERS Public Investment Manager Opportunities", "subject_type": "public_pension", "updated_at": "2026-06-19 15:32:44"}
{"amount": "", "attrs": {"action": "Open the Comptroller RFP board page, follow the passive-indexing notice, and capture attachment and addendum URLs plus award-path metadata.", "evidence_url": "https://comptroller.nyc.gov/services/for-businesses/doing-business-with-the-comptroller/rfps-solicitations/", "expected_fields": ["search_name", "deadline", "contract_expiry", "mandate", "requirements", "addenda", "award_path", "document_url"], "next_fetch_path": "https://comptroller.nyc.gov/services/for-businesses/doing-business-with-the-comptroller/rfps-solicitations/", "pattern": "The announcement flags an open passive-indexing search, but the board page is the source-of-truth surface for attachment and addendum discovery.", "sme_verify": "Do the attachments show a true search launch or just a notice of future solicitation?", "source_path": "docs/quant-board-packet-extraction-queue.md"}, "confidence": 0.91, "created_at": "2026-06-19 15:32:44", "deadline": null, "id": "source-upgrade-packet-delta-nyc-bam-passive-indexing-search-public-procurement-passive-indexing-search-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "source_upgrade_packet_delta", "status": "active", "strategy": "public procurement / passive indexing search", "subject_id": "nyc-bam-passive-indexing-search", "subject_name": "NYC BAM Passive Indexing Search", "subject_type": "public_pension", "updated_at": "2026-06-19 15:32:44"}
{"amount": "", "attrs": {"action": "Fetch the program page and any partner or eligibility language, then map the graduation path into allocation.", "evidence_url": "https://www.osc.ny.gov/common-retirement-fund/emerging-manager", "expected_fields": ["eligibility", "aum_threshold", "allocation_path", "graduation_criteria", "program_contact", "asset_class_parameters", "document_url"], "next_fetch_path": "https://www.osc.ny.gov/common-retirement-fund/emerging-manager", "pattern": "Emerging-manager programs matter when graduation criteria map to a real allocation path.", "sme_verify": "Does graduation still map to a live allocation path or only to general program status?", "source_path": "docs/quant-board-packet-extraction-queue.md"}, "confidence": 0.92, "created_at": "2026-06-19 15:32:44", "deadline": null, "id": "source-upgrade-packet-delta-nyscrf-emerging-manager-program-emerging-manager-route-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "source_upgrade_packet_delta", "status": "active", "strategy": "emerging manager route", "subject_id": "nyscrf-emerging-manager-program", "subject_name": "NYSCRF Emerging Manager Program", "subject_type": "public_pension", "updated_at": "2026-06-19 15:32:44"}
{"amount": "", "attrs": {"action": "Open the board-materials archive and capture the July 16-17, 2026 agenda, board book, summary, and recording URLs.", "evidence_url": "https://trs.texas.gov/about/trustees/board-meeting-materials", "expected_fields": ["board_date", "agenda_item", "approval", "vote", "speaker", "committee", "manager_change", "document_url"], "next_fetch_path": "https://trs.texas.gov/about/trustees/board-meeting-materials", "pattern": "Board books are the best source when committee motions or approvals move manager decisions.", "sme_verify": "Do the materials include an approval or manager change, or only a presentation deck?", "source_path": "docs/quant-board-packet-extraction-queue.md"}, "confidence": 0.9, "created_at": "2026-06-19 15:32:44", "deadline": null, "id": "source-upgrade-packet-delta-trs-texas-board-meeting-materials-board-approval-manager-change-window-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "source_upgrade_packet_delta", "status": "active", "strategy": "board approval / manager-change window", "subject_id": "trs-texas-board-meeting-materials", "subject_name": "TRS Texas Board Meeting Materials", "subject_type": "public_pension", "updated_at": "2026-06-19 15:32:44"}
{"amount": "", "attrs": {"action": "Fetch the March 2026 disclosure PDF and the disclosure landing page, then normalize manager names, transaction types, and placement agents.", "evidence_url": "https://www.osc.ny.gov/files/common-retirement-fund/pdf/march-2026.pdf", "expected_fields": ["month", "manager_name", "asset_class", "transaction_type", "hire_or_termination", "placement_agent", "amount", "document_url"], "next_fetch_path": "https://www.osc.ny.gov/files/common-retirement-fund/pdf/march-2026.pdf", "pattern": "Monthly disclosures are valuable when the transaction fields reveal manager moves before summaries do.", "sme_verify": "Which rows are true hires or terminations versus routine position changes?", "source_path": "docs/quant-board-packet-extraction-queue.md"}, "confidence": 0.93, "created_at": "2026-06-19 15:32:44", "deadline": null, "id": "source-upgrade-packet-delta-nyscrf-monthly-disclosure-of-investments-and-transactions-manager-hire-termination-tape-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "source_upgrade_packet_delta", "status": "active", "strategy": "manager hire/termination tape", "subject_id": "nyscrf-monthly-disclosure-of-investments-and-transactions", "subject_name": "NYSCRF Monthly Disclosure of Investments and Transactions", "subject_type": "public_pension", "updated_at": "2026-06-19 15:32:44"}
{"amount": "", "attrs": {"action": "Pull the current-year agenda archive, committee packets, and closed-session headers, then extract named people and motion text.", "evidence_url": "https://www.calpers.ca.gov/about/board/board-meetings", "expected_fields": ["meeting_date", "committee", "agenda_item", "presenter", "board_member", "motion_or_vote", "closed_session_reference", "document_url"], "next_fetch_path": "https://www.calpers.ca.gov/about/board/board-meetings", "pattern": "Recurring board archives become source upgrades when they expose motions, presenters, and closed-session headers.", "sme_verify": "Which agenda items map to manager review or replacement rather than routine governance?", "source_path": "docs/quant-board-packet-extraction-queue.md"}, "confidence": 0.89, "created_at": "2026-06-19 15:32:44", "deadline": null, "id": "source-upgrade-packet-delta-calpers-board-meetings-board-agenda-archive-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "source_upgrade_packet_delta", "status": "active", "strategy": "board agenda archive", "subject_id": "calpers-board-meetings", "subject_name": "CalPERS Board Meetings", "subject_type": "public_pension", "updated_at": "2026-06-19 15:32:44"}
{"amount": "", "attrs": {"action": "Fetch the investment-procurements page plus any linked award or renewal notices, and normalize deadlines and vendor categories.", "evidence_url": "https://www.ctpf.org/post/investment-procurements", "expected_fields": ["solicitation_title", "procurement_type", "deadline", "contact", "vendor_category", "award_status", "renewal_date", "document_url"], "next_fetch_path": "https://www.ctpf.org/post/investment-procurements", "pattern": "Procurement listings matter when they expose deadlines, vendor categories, and renewal dates.", "sme_verify": "Does the listing show active procurement or just a vendor directory?", "source_path": "docs/quant-board-packet-extraction-queue.md"}, "confidence": 0.88, "created_at": "2026-06-19 15:32:44", "deadline": null, "id": "source-upgrade-packet-delta-ctpf-procurement-and-service-providers-procurement-notice-renewal-window-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "source_upgrade_packet_delta", "status": "active", "strategy": "procurement notice / renewal window", "subject_id": "ctpf-procurement-and-service-providers", "subject_name": "CTPF Procurement and Service Providers", "subject_type": "public_pension", "updated_at": "2026-06-19 15:32:44"}
{"amount": "", "attrs": {"action": "Fetch the Claude-integration press release plus the advisor, home-office, and asset-manager surface taxonomy, then extract prompt and retrieval fields.", "evidence_url": "https://www.caisgroup.com/our-company/press/cais-integrates-with-anthropics-claude-to-give-advisors-instant-access-to-alternative-investment-intelligence", "expected_fields": ["advisor_prompt", "retrieval_surface", "asset_manager_packet", "home_office_fields", "model_portfolio_language", "source_url"], "next_fetch_path": "https://www.caisgroup.com/our-company/press/cais-integrates-with-anthropics-claude-to-give-advisors-instant-access-to-alternative-investment-intelligence", "pattern": "CAIS has a public Claude integration plus separate Financial Advisor, Home Office, and Asset Manager surfaces.", "sme_verify": "Which advisor prompts actually drive retrieval, and which are just marketing copy?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md"}, "confidence": 0.98, "created_at": "2026-06-19 15:32:44", "deadline": null, "id": "source-upgrade-packet-delta-cais-x-claude-cais-advisor-intelligence-advisor-alternatives-aeo-geo-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "source_upgrade_packet_delta", "status": "active", "strategy": "advisor alternatives AEO/GEO", "subject_id": "cais-x-claude-cais-advisor-intelligence", "subject_name": "CAIS x Claude / CAIS advisor intelligence", "subject_type": "vendor", "updated_at": "2026-06-19 15:32:44"}
{"amount": "", "attrs": {"action": "Fetch the marketplace and diligence surfaces, then normalize subscription, DDQ, reporting, and portfolio-fit fields.", "evidence_url": "https://www.icapital.com/", "expected_fields": ["fund_data_fields", "subscription_workflow", "ddq_fields", "advisor_education", "portfolio_fit", "reporting_artifacts"], "next_fetch_path": "https://www.icapital.com/", "pattern": "Platform distribution requires the fund packet to be machine-readable and advisor-friendly.", "sme_verify": "Which iCapital fields are mandatory for onboarding versus useful for discovery only?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md"}, "confidence": 0.97, "created_at": "2026-06-19 15:32:44", "deadline": null, "id": "source-upgrade-packet-delta-icapital-marketplace-and-due-diligence-alternatives-distribution-diligence-workflow-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "source_upgrade_packet_delta", "status": "active", "strategy": "alternatives distribution / diligence workflow", "subject_id": "icapital-marketplace-and-due-diligence", "subject_name": "iCapital Marketplace and Due Diligence", "subject_type": "vendor", "updated_at": "2026-06-19 15:32:44"}
{"amount": "", "attrs": {"action": "Keep the row as a source-gap monitor until a J.P. Morgan-owned research, report, or event page is surfaced.", "evidence_url": "https://www.barrons.com/articles/wealthy-families-investing-ai-c6fdd483", "expected_fields": ["research_page", "family_office_report", "advisor_workflow", "alternatives_language", "event_or_speaker", "source_url"], "next_fetch_path": "data/recovered_loop_tick53_official_resourcing_triage.json", "pattern": "Private-bank demand should be sourced to the bank's own research or event surfaces before high-confidence AEO/GEO claims are made.", "sme_verify": "Is the public surface a real family-office research route or just generic private-bank content?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md"}, "confidence": 0.74, "created_at": "2026-06-19 15:32:44", "deadline": null, "id": "source-upgrade-packet-delta-j-p-morgan-private-bank-private-bank-allocator-route-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "source_upgrade_packet_delta", "status": "monitor", "strategy": "private-bank allocator route", "subject_id": "j-p-morgan-private-bank", "subject_name": "J.P. Morgan Private Bank", "subject_type": "vendor", "updated_at": "2026-06-19 15:32:44"}
{"amount": "", "attrs": {"action": "Split legacy Citi branding from the iCapital operating rail, then capture the subscription path and advisor segment.", "evidence_url": "https://www.icapital.com/", "expected_fields": ["legacy_platform", "icapital_operating_route", "advisor_segment", "subscription_path", "source_url"], "next_fetch_path": "https://www.icapital.com/", "pattern": "Platform lineage matters because the real operating rail may have moved even if the brand name stayed the same.", "sme_verify": "Does the current route sit on Citi-branded pages or on iCapital operating pages?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md"}, "confidence": 0.86, "created_at": "2026-06-19 15:32:44", "deadline": null, "id": "source-upgrade-packet-delta-citi-wealth-icapital-distribution-rail-transition-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "source_upgrade_packet_delta", "status": "active", "strategy": "distribution rail transition", "subject_id": "citi-wealth-icapital", "subject_name": "Citi Wealth / iCapital", "subject_type": "vendor", "updated_at": "2026-06-19 15:32:44"}
{"amount": "", "attrs": {"action": "Fetch the family-office report page and related UHNW landing pages, then extract report cadence, allocation language, and segment routing.", "evidence_url": "https://www.ubs.com/global/en/wealthmanagement/who-we-serve/family-office-and-uhnw/global-family-office-report.html", "expected_fields": ["report_date", "family_office_allocation", "advisor_route", "uhnw_segment", "ai_or_liquid_alts_language", "source_url"], "next_fetch_path": "https://www.ubs.com/global/en/wealthmanagement/who-we-serve/family-office-and-uhnw/global-family-office-report.html", "pattern": "UBS family-office pages matter when they expose report cadence and allocator language.", "sme_verify": "Which UBS surface actually drives allocator education: report, adviser page, or UHNW landing page?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md"}, "confidence": 0.88, "created_at": "2026-06-19 15:32:44", "deadline": null, "id": "source-upgrade-packet-delta-ubs-global-wealth-management-family-office-and-uhnw-family-office-allocator-education-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "source_upgrade_packet_delta", "status": "active", "strategy": "family-office allocator education", "subject_id": "ubs-global-wealth-management-family-office-and-uhnw", "subject_name": "UBS Global Wealth Management / Family Office and UHNW", "subject_type": "vendor", "updated_at": "2026-06-19 15:32:44"}
{"amount": "", "attrs": {"action": "Use the cited model-portfolio article plus Morningstar's advisor-research surfaces to identify inclusion criteria and shelf-fit fields.", "evidence_url": "https://www.barrons.com/advisor/articles/morningstar-apollo-jpmorgan-franklin-model-portfolios-24c81ff8", "expected_fields": ["model_portfolio", "advisor_research", "home_office_workflow", "product_screen", "source_url"], "next_fetch_path": "data/recovered_loop_tick36_private_wealth_platforms_expanded.json", "pattern": "Model-portfolio gatekeepers decide whether a strategy becomes operationally recommendable.", "sme_verify": "Which Morningstar fields control inclusion in advisor workflows versus general research?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md"}, "confidence": 0.93, "created_at": "2026-06-19 15:32:44", "deadline": null, "id": "source-upgrade-packet-delta-morningstar-wealth-model-portfolio-workflow-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "source_upgrade_packet_delta", "status": "active", "strategy": "model-portfolio workflow", "subject_id": "morningstar-wealth", "subject_name": "Morningstar Wealth", "subject_type": "vendor", "updated_at": "2026-06-19 15:32:44"}
{"amount": "", "attrs": {"action": "Fetch the BlackRock/Morgan Stanley wrapper article and any advisor-portal or approval-page follow-ons, then extract the approval workflow.", "evidence_url": "https://www.barrons.com/advisor/articles/blackrock-morgan-stanley-partners-group-alts-sma-d1702884", "expected_fields": ["advisor_portal", "sma_product", "due_diligence_packet", "model_approval_workflow", "source_url"], "next_fetch_path": "data/recovered_loop_tick36_private_wealth_platforms_expanded.json", "pattern": "When wealth platforms launch private-markets SMAs, distribution shifts toward packaging and workflow compatibility.", "sme_verify": "Is the wrapper approved at the advisor-platform level or only described in marketing materials?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md"}, "confidence": 0.89, "created_at": "2026-06-19 15:32:44", "deadline": null, "id": "source-upgrade-packet-delta-morgan-stanley-wealth-management-blackrock-private-markets-sma-wrapper-advisor-sold-alternatives-sma-wrapper-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "source_upgrade_packet_delta", "status": "active", "strategy": "advisor-sold alternatives / SMA wrapper", "subject_id": "morgan-stanley-wealth-management-blackrock-private-markets-sma-wrapper", "subject_name": "Morgan Stanley Wealth Management / BlackRock private-markets SMA wrapper", "subject_type": "vendor", "updated_at": "2026-06-19 15:32:44"}
{"amount": "", "attrs": {"action": "Use the CAPTRUST gatekeeper node plus the hidden-gatekeeper corpus to locate the OCIO intake page, then normalize manager screening and RFP workflow fields.", "evidence_url": "data/recovered_loop_tick55_private_wealth_gap_signals.json", "expected_fields": ["ocio_manager_intake", "fiduciary_research", "consultant_screen", "rfp_workflow", "source_url"], "next_fetch_path": "data/recovered_loop_tick31_healthcare_insurance_signals.json", "pattern": "OCIO and fiduciary advisers are hidden gatekeepers that need explicit screening and RFP workflow fields.", "sme_verify": "Does CAPTRUST screen managers directly, or only refer them through a broader adviser process?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md"}, "confidence": 0.84, "created_at": "2026-06-19 15:32:44", "deadline": null, "id": "source-upgrade-packet-delta-captrust-ocio-fiduciary-adviser-surfaces-ocio-intake-consultant-screen-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "source_upgrade_packet_delta", "status": "active", "strategy": "OCIO intake / consultant screen", "subject_id": "captrust-ocio-fiduciary-adviser-surfaces", "subject_name": "CAPTRUST OCIO / fiduciary adviser surfaces", "subject_type": "vendor", "updated_at": "2026-06-19 15:32:44"}
{"amount": "", "attrs": {"action": "Fetch the Callan search and alternatives surfaces, then normalize people, deadlines, and search status into a manager packet.", "expected_fields": ["consultant_people", "client_plan", "mandate", "rfp_network", "deadline", "board_packet", "search_status"], "next_fetch_path": "docs/quant-pitch-calendar.md", "pattern": "The consultant queue says Callan needs child surfaces for alternatives consulting, manager evaluation, RFP watch, and named people.", "sme_verify": "Which Callan surface is the real manager-search entry point: consulting page, RFP network, or renewal notice?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md"}, "confidence": 0.86, "created_at": "2026-06-19 15:41:32", "deadline": null, "id": "consultant-search-surface-callan-rfp-networks-fetch-callan-alternatives-and-rfp-surfaces-then-extract-named-people-deadlines-and-shortlist-language-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "consultant_search_surface", "status": "active", "strategy": "Fetch Callan alternatives and RFP surfaces, then extract named people, deadlines, and shortlist language.", "subject_id": "callan-rfp-networks", "subject_name": "Callan / RFP networks", "subject_type": "consultant_network", "updated_at": "2026-06-19 15:41:32"}
{"amount": "", "attrs": {"action": "Fetch Mercer alternatives and OCIO surfaces, then normalize research people, client segments, and search workflow fields.", "expected_fields": ["investment_research_people", "alternative_research_process", "manager_database", "client_segments", "source_url"], "next_fetch_path": "docs/quant-pitch-calendar.md", "pattern": "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.", "sme_verify": "Does Mercer have a public alternatives or OCIO search page, or is the real route only via named people and private outreach?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md"}, "confidence": 0.82, "created_at": "2026-06-19 15:41:32", "deadline": null, "id": "consultant-search-surface-mercer-alternatives-and-ocio-search-surface-fetch-mercer-alternatives-ocio-and-rfp-search-pages-then-isolate-the-actual-search-mechanics-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "consultant_search_surface", "status": "active", "strategy": "Fetch Mercer alternatives, OCIO, and RFP/search pages, then isolate the actual search mechanics.", "subject_id": "mercer-alternatives-and-ocio-search-surface", "subject_name": "Mercer alternatives and OCIO search surface", "subject_type": "consultant_network", "updated_at": "2026-06-19 15:41:32"}
{"amount": "", "attrs": {"action": "Fetch Aksia MAX and the manager portal surfaces, then extract packet fields, odd fields, and named research people.", "expected_fields": ["portal_path", "manager_packet_fields", "odd_fields", "risk_reporting_fields", "client_retrieval_surface", "named_research_people"], "next_fetch_path": "docs/quant-pitch-calendar.md", "pattern": "Aksia should surface as hedge-fund screening plus ODD, not generic institutional consulting.", "sme_verify": "Which Aksia surface is the operative one for manager intake: MAX, manager portal, or the client retrieval layer?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md"}, "confidence": 0.88, "created_at": "2026-06-19 15:41:32", "deadline": null, "id": "consultant-portal-surface-aksia-max-manager-portal-fetch-the-manager-portal-and-client-max-retrieval-surfaces-then-normalize-the-data-room-and-odd-fields-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "consultant_portal_surface", "status": "active", "strategy": "Fetch the manager portal and client/MAX retrieval surfaces, then normalize the data-room and ODD fields.", "subject_id": "aksia-max-manager-portal", "subject_name": "Aksia MAX manager portal", "subject_type": "consultant_platform", "updated_at": "2026-06-19 15:41:32"}
{"amount": "", "attrs": {"action": "Fetch RVK research and alternatives surfaces, then extract client type, submission route, and alternative-strategy language.", "expected_fields": ["research_leads", "client_type", "public_agenda_mentions", "manager_submission_route", "alternative_strategy_language"], "next_fetch_path": "docs/quant-pitch-calendar.md", "pattern": "RVK has gatekeeper signal, but the corpus still needs split research, alternatives advisory, and people nodes.", "sme_verify": "Which RVK surface actually accepts or routes manager submissions today?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md"}, "confidence": 0.79, "created_at": "2026-06-19 15:41:32", "deadline": null, "id": "consultant-gatekeeper-rvk-alternatives-advisory-fetch-rvk-alternatives-and-research-surfaces-then-isolate-manager-submission-route-and-public-agenda-mentions-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "consultant_gatekeeper", "status": "active", "strategy": "Fetch RVK alternatives and research surfaces, then isolate manager submission route and public agenda mentions.", "subject_id": "rvk-alternatives-advisory", "subject_name": "RVK alternatives advisory", "subject_type": "consultant_network", "updated_at": "2026-06-19 15:41:32"}
{"amount": "", "attrs": {"action": "Fetch Wilshire alternatives and OCIO routing surfaces, then normalize the workflow surface and client segments.", "expected_fields": ["manager_research_team", "alternatives_platform", "consultant_search_language", "client_segments", "workflow_surface"], "next_fetch_path": "docs/quant-pitch-calendar.md", "pattern": "Wilshire should be split between alternatives and governance/risk oversight so the search surface is not lost.", "sme_verify": "Does Wilshire expose a distinct alternatives workflow, or only a general consultant/OCIO front door?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md"}, "confidence": 0.83, "created_at": "2026-06-19 15:41:32", "deadline": null, "id": "consultant-platform-split-wilshire-alternatives-platform-split-wilshire-alternatives-from-governance-risk-and-capture-the-consultant-search-language-separately-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "consultant_platform_split", "status": "active", "strategy": "Split Wilshire alternatives from governance/risk and capture the consultant search language separately.", "subject_id": "wilshire-alternatives-platform", "subject_name": "Wilshire alternatives platform", "subject_type": "consultant_platform", "updated_at": "2026-06-19 15:41:32"}
{"amount": "", "attrs": {"action": "Fetch the Verus/Cerity institutional consulting surface, then map people, OCIO route, and research process fields.", "expected_fields": ["cerity_verus_people", "ocio_route", "manager_research_process", "institutional_clients", "source_url"], "next_fetch_path": "docs/quant-pitch-calendar.md", "pattern": "Verus / Cerity needs explicit ownership and a separate institutional-consulting node; merger coverage is not enough.", "sme_verify": "Is Verus functioning as a live institutional consulting channel or mostly a legacy merger label?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md"}, "confidence": 0.77, "created_at": "2026-06-19 15:41:32", "deadline": null, "id": "consultant-channel-verus-cerity-institutional-consulting-fetch-the-cerity-linked-institutional-consulting-route-and-separate-ownership-conflict-language-from-merger-coverage-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "consultant_channel", "status": "active", "strategy": "Fetch the Cerity-linked institutional consulting route and separate ownership/conflict language from merger coverage.", "subject_id": "verus-cerity-institutional-consulting", "subject_name": "Verus / Cerity institutional consulting", "subject_type": "consultant_channel", "updated_at": "2026-06-19 15:41:32"}
{"amount": "", "attrs": {"action": "Fetch Albourne executive, QDD, CPC, and regional research surfaces, then extract the manager database and ODD fields.", "expected_fields": ["hedge_fund_research_people", "client_segments", "manager_database", "odm_or_odd_fields", "source_url"], "next_fetch_path": "docs/quant-pitch-calendar.md", "pattern": "Albourne should split executive committee, QDD, CPC/regional research, and fintech/implementation.", "sme_verify": "Which Albourne surface is the actual gatekeeper for hedge-fund manager review: QDD, CPC, or regional research?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md"}, "confidence": 0.84, "created_at": "2026-06-19 15:41:32", "deadline": null, "id": "consultant-research-surface-albourne-hedge-fund-research-stack-fetch-albourne-research-qdd-cpc-and-regional-surfaces-then-normalize-hedge-fund-advisory-outputs-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "consultant_research_surface", "status": "active", "strategy": "Fetch Albourne research, QDD, CPC, and regional surfaces, then normalize hedge-fund-advisory outputs.", "subject_id": "albourne-hedge-fund-research-stack", "subject_name": "Albourne hedge-fund research stack", "subject_type": "consultant_platform", "updated_at": "2026-06-19 15:41:32"}
{"amount": "", "attrs": {"action": "Fetch the prime brokerage cap-intro surfaces, then normalize contact people, allocator targets, and manager-launch signals.", "expected_fields": ["broker_or_agent", "contact_people", "event_or_report", "target_allocator_types", "intro_terms", "manager_launch_signals", "documents"], "next_fetch_path": "docs/quant-pitch-calendar.md", "pattern": "The ingest queue treats prime-broker cap-intro as a hidden-gatekeeper family with launch-channel yield.", "sme_verify": "Which prime brokerage surface is the actual allocator-intro route rather than just a marketing page?", "source_path": "docs/quant-source-family-ingest-queue.md"}, "confidence": 0.85, "created_at": "2026-06-19 15:41:32", "deadline": null, "id": "prime-broker-cap-intro-prime-brokerage-cap-intro-surfaces-fetch-prime-brokerage-cap-intro-surfaces-and-extract-allocator-targets-intro-terms-and-launch-signals-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "prime_broker_cap_intro", "status": "active", "strategy": "Fetch prime brokerage cap-intro surfaces and extract allocator targets, intro terms, and launch signals.", "subject_id": "prime-brokerage-cap-intro-surfaces", "subject_name": "Prime brokerage cap-intro surfaces", "subject_type": "prime_brokerage_network", "updated_at": "2026-06-19 15:41:32"}
{"amount": "", "attrs": {"action": "Fetch Eaton Partners and adjacent placement-agent surfaces, then normalize allocator types, intro terms, and launch timing.", "expected_fields": ["broker_or_agent", "contact_people", "event_or_report", "target_allocator_types", "intro_terms", "manager_launch_signals", "documents"], "next_fetch_path": "docs/quant-pitch-calendar.md", "pattern": "Placement agents are a separate acquisition family from prime brokerage and should not be collapsed into general fundraising coverage.", "sme_verify": "Which Eaton surface exposes the real allocator-intro route and what manager-launch evidence is public?", "source_path": "docs/quant-source-family-ingest-queue.md"}, "confidence": 0.8, "created_at": "2026-06-19 15:41:32", "deadline": null, "id": "placement-agent-route-eaton-partners-placement-agent-ecosystem-fetch-placement-agent-surfaces-and-extract-allocator-targets-launch-windows-and-intro-terms-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "placement_agent_route", "status": "active", "strategy": "Fetch placement-agent surfaces and extract allocator targets, launch windows, and intro terms.", "subject_id": "eaton-partners-placement-agent-ecosystem", "subject_name": "Eaton Partners placement-agent ecosystem", "subject_type": "placement_agent", "updated_at": "2026-06-19 15:41:32"}
{"amount": "", "attrs": {"action": "Fetch eVestment-style manager-profile surfaces, then extract profile type, performance fields, terms fields, and investor maps.", "expected_fields": ["platform", "profile_type", "entity_name", "people", "fields_exposed", "performance_fields", "terms_fields", "investor_map", "source_url"], "next_fetch_path": "docs/quant-pitch-calendar.md", "pattern": "Allocator databases are useful when the profile surface exposes normalized manager data rather than a marketing summary.", "sme_verify": "Does the eVestment surface expose exportable profile fields or only a gated search result?", "source_path": "docs/quant-source-family-ingest-queue.md"}, "confidence": 0.83, "created_at": "2026-06-19 15:41:32", "deadline": null, "id": "allocator-database-surface-evestment-manager-profiles-fetch-the-manager-profile-and-search-surfaces-then-normalize-exposed-fields-and-investor-map-output-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "allocator_database_surface", "status": "active", "strategy": "Fetch the manager-profile and search surfaces, then normalize exposed fields and investor-map output.", "subject_id": "evestment-manager-profiles", "subject_name": "eVestment manager profiles", "subject_type": "allocator_database", "updated_at": "2026-06-19 15:41:32"}
{"amount": "", "attrs": {"action": "Fetch Preqin and PitchBook manager-profile surfaces, then extract profile type, exposed fields, and source URLs.", "expected_fields": ["platform", "profile_type", "entity_name", "people", "fields_exposed", "performance_fields", "terms_fields", "investor_map", "source_url"], "next_fetch_path": "docs/quant-pitch-calendar.md", "pattern": "Preqin and PitchBook become useful acquisition surfaces when they expose structured manager profiles and investor mapping.", "sme_verify": "Which of Preqin or PitchBook exposes the richer manager-profile surface for hedge-fund discovery?", "source_path": "docs/quant-source-family-ingest-queue.md"}, "confidence": 0.8, "created_at": "2026-06-19 15:41:32", "deadline": null, "id": "allocator-database-surface-preqin-pitchbook-profile-surfaces-fetch-preqin-and-pitchbook-profile-surfaces-then-normalize-people-terms-performance-and-investor-map-fields-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "allocator_database_surface", "status": "active", "strategy": "Fetch Preqin and PitchBook profile surfaces, then normalize people, terms, performance, and investor-map fields.", "subject_id": "preqin-pitchbook-profile-surfaces", "subject_name": "Preqin / PitchBook profile surfaces", "subject_type": "allocator_database", "updated_at": "2026-06-19 15:41:32"}
{"amount": "", "attrs": {"action": "Fetch Asian Private Banker event and intelligence surfaces, then normalize speakers, private-bank firms, and selection categories.", "expected_fields": ["event_date", "speaker", "private_bank", "family_office", "sponsor", "selection_category", "source_url"], "next_fetch_path": "docs/quant-consultant-private-wealth-extraction-queue.md", "pattern": "APAC private-bank transitions become pitch windows when the people-move and summit routes are explicit.", "sme_verify": "Which Asian Private Banker surface best exposes CIO moves or summit-speaker routing?", "source_path": "docs/quant-pitch-calendar.md"}, "confidence": 0.87, "created_at": "2026-06-19 15:41:32", "deadline": null, "id": "private-wealth-event-route-asian-private-banker-intelligence-fetch-people-move-summit-and-awards-surfaces-then-build-the-apac-private-bank-decision-maker-watchlist-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "private_wealth_event_route", "status": "active", "strategy": "Fetch people-move, summit, and awards surfaces, then build the APAC private-bank decision-maker watchlist.", "subject_id": "asian-private-banker-intelligence", "subject_name": "Asian Private Banker intelligence", "subject_type": "private_wealth_event", "updated_at": "2026-06-19 15:41:32"}
{"amount": "", "attrs": {"action": "Fetch Hubbis registration, sponsorship, and speaker surfaces, then extract wealth-firm, topic, and sponsor routing fields.", "expected_fields": ["event_date", "speaker", "wealth_firm", "sponsor", "topic", "source_url"], "next_fetch_path": "docs/quant-consultant-private-wealth-extraction-queue.md", "pattern": "Hubbis is valuable when registration and speaking paths can be used as direct access routes into decision makers.", "sme_verify": "Which Hubbis route is strongest for routing a manager profile: registration, sponsorship, or speaking?", "source_path": "docs/quant-pitch-calendar.md"}, "confidence": 0.89, "created_at": "2026-06-19 15:41:32", "deadline": null, "id": "private-wealth-event-route-hubbis-event-route-fetch-registration-sponsorship-and-speaking-paths-then-normalize-apac-and-middle-east-advisor-routing-fields-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "private_wealth_event_route", "status": "active", "strategy": "Fetch registration, sponsorship, and speaking paths, then normalize APAC and Middle East advisor-routing fields.", "subject_id": "hubbis-event-route", "subject_name": "Hubbis event route", "subject_type": "private_wealth_event", "updated_at": "2026-06-19 15:41:32"}
{"amount": "", "attrs": {"action": "Fetch Campden Wealth and Family Wealth Alliance network surfaces, then normalize member firms, speakers, sponsors, and audience types.", "expected_fields": ["member_firm", "event", "speaker", "sponsor", "audience_type", "family_office_people", "source_url"], "next_fetch_path": "docs/quant-consultant-private-wealth-extraction-queue.md", "pattern": "Family-office networks are separate acquisition channels and should not be collapsed into generic wealth-platform coverage.", "sme_verify": "Which network surface is more actionable for hedge-fund outreach: Campden event pages or Family Wealth Alliance member routing?", "source_path": "docs/quant-pitch-calendar.md"}, "confidence": 0.84, "created_at": "2026-06-19 15:41:32", "deadline": null, "id": "private-wealth-network-campden-wealth-family-wealth-alliance-network-fetch-member-sponsor-and-agenda-surfaces-then-split-mfo-and-sfo-routing-from-general-wealth-coverage-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "private_wealth_network", "status": "active", "strategy": "Fetch member, sponsor, and agenda surfaces, then split MFO and SFO routing from general wealth coverage.", "subject_id": "campden-wealth-family-wealth-alliance-network", "subject_name": "Campden Wealth / Family Wealth Alliance network", "subject_type": "private_wealth_network", "updated_at": "2026-06-19 15:41:32"}
{"amount": "", "attrs": {"action": "Build source-linked comparison tables, claim-vs-evidence tables, bear-case memos, transcript/filing references, and clean entity naming for Perplexity-style citation retrieval.", "pattern": "Perplexity rewards evidence density but is vulnerable to citation loops, repeated-domain sourcing, and AI-generated-source risk.", "sme_verify": "Which third-party corroborating sources does an allocator trust when Perplexity cites them?", "source_path": "docs/quant-aeo-geo-monitoring-matrix.md"}, "confidence": 0.86, "created_at": "2026-06-19 15:46:34", "deadline": null, "id": "aeo-geo-monitor-perplexity-quant-evidence-density-decision-surface-citation-forward-allocator-discovery-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "aeo_geo_monitor", "status": "active", "strategy": "citation-forward allocator discovery", "subject_id": "perplexity-quant-evidence-density-decision-surface", "subject_name": "Perplexity quant evidence density decision surface", "subject_type": "answer_engine", "updated_at": "2026-06-19 15:46:34"}
{"amount": "", "attrs": {"action": "Prepare traceable numbers, data-lineage notes, event and filing paths, benchmark IDs, timestamped factor tables, and catalyst calendars for Bloomberg ASKB-style workflows.", "pattern": "Bloomberg ASKB can influence internal finance users, but public-web AEO alone may not reach Terminal-native research.", "sme_verify": "Can a Terminal user retrieve the manager's evidence through public docs, Bloomberg fields, or only manually uploaded materials?", "source_path": "docs/quant-aeo-geo-monitoring-matrix.md"}, "confidence": 0.78, "created_at": "2026-06-19 15:46:34", "deadline": null, "id": "workflow-retrieval-surface-bloomberg-askb-quant-market-data-workflow-decision-surface-terminal-native-quant-diligence-and-market-data-retrieval-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "workflow_retrieval_surface", "status": "monitor", "strategy": "terminal-native quant diligence and market data retrieval", "subject_id": "bloomberg-askb-quant-market-data-workflow-decision-surface", "subject_name": "Bloomberg ASKB quant market data workflow decision surface", "subject_type": "research_workflow", "updated_at": "2026-06-19 15:46:34"}
{"amount": "", "attrs": {"action": "Prepare attribution workbooks, factor tables, benchmark charts, earnings delta tables, guidance bridges, and quote-backed transcript summaries for FactSet-style retrieval.", "pattern": "FactSet AI workflows need period alignment, provenance, and clean entity resolution to avoid mixed-source summaries without timestamps.", "sme_verify": "Which FactSet fields or internal notes are decisive in manager comparison workflows?", "source_path": "docs/quant-aeo-geo-monitoring-matrix.md"}, "confidence": 0.8, "created_at": "2026-06-19 15:46:34", "deadline": null, "id": "workflow-retrieval-surface-factset-ai-quant-workflow-decision-surface-portfolio-analytics-transcripts-filings-and-attribution-workflow-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "workflow_retrieval_surface", "status": "monitor", "strategy": "portfolio analytics, transcripts, filings, and attribution workflow", "subject_id": "factset-ai-quant-workflow-decision-surface", "subject_name": "FactSet AI quant workflow decision surface", "subject_type": "research_workflow", "updated_at": "2026-06-19 15:46:34"}
{"amount": "", "attrs": {"action": "Create a Copilot-visible workstream pack: current memo, investment committee summary, meeting notes, spreadsheet tables, decision log, DDQ index, and dated source appendix.", "pattern": "If an allocator's internal Microsoft tenant controls diligence retrieval, permissioned workstream structure may matter more than public SEO.", "sme_verify": "Does the allocator's investment team store manager diligence in SharePoint/Teams, and what metadata controls retrieval?", "source_path": "docs/quant-aeo-geo-content-backlog.md"}, "confidence": 0.82, "created_at": "2026-06-19 15:46:34", "deadline": null, "id": "enterprise-connector-surface-microsoft-365-copilot-quant-diligence-workstream-permissioned-internal-memo-meeting-note-and-spreadsheet-retrieval-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "enterprise_connector_surface", "status": "active", "strategy": "permissioned internal memo, meeting-note, and spreadsheet retrieval", "subject_id": "microsoft-365-copilot-quant-diligence-workstream", "subject_name": "Microsoft 365 Copilot quant diligence workstream", "subject_type": "enterprise_ai_connector", "updated_at": "2026-06-19 15:46:34"}
{"amount": "", "attrs": {"action": "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.", "pattern": "Enterprise search assistants can become hidden memory layers for prior diligence, objections, and committee decisions.", "sme_verify": "Which canonical title and alias set makes the manager retrievable inside an enterprise knowledge base?", "source_path": "docs/quant-aeo-geo-content-backlog.md"}, "confidence": 0.76, "created_at": "2026-06-19 15:46:34", "deadline": null, "id": "enterprise-connector-surface-glean-assistant-allocator-knowledge-base-retrieval-internal-knowledge-base-retrieval-and-committee-memory-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "enterprise_connector_surface", "status": "active", "strategy": "internal knowledge-base retrieval and committee memory", "subject_id": "glean-assistant-allocator-knowledge-base-retrieval", "subject_name": "Glean Assistant allocator knowledge-base retrieval", "subject_type": "enterprise_ai_connector", "updated_at": "2026-06-19 15:46:34"}
{"amount": "", "attrs": {"action": "Prepare Confluence/Jira-ready diligence context with epics, roadmap updates, meeting outputs, implementation tasks, and objection-resolution logs.", "pattern": "A manager can lose internal visibility if diligence material is not structured for the workflow system where implementation and objections are tracked.", "sme_verify": "Does the allocator track manager evaluation in Confluence/Jira, and what fields persist into committee review?", "source_path": "docs/quant-aeo-geo-content-backlog.md"}, "confidence": 0.72, "created_at": "2026-06-19 15:46:34", "deadline": null, "id": "enterprise-connector-surface-atlassian-rovo-diligence-context-surface-confluence-jira-diligence-context-and-implementation-tracking-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "enterprise_connector_surface", "status": "monitor", "strategy": "Confluence/Jira diligence context and implementation tracking", "subject_id": "atlassian-rovo-diligence-context-surface", "subject_name": "Atlassian Rovo diligence context surface", "subject_type": "enterprise_ai_connector", "updated_at": "2026-06-19 15:46:34"}
{"amount": "", "attrs": {"action": "Build an Aladdin-facing risk pack with factor exposure, liquidity, stress scenarios, drawdown impact, benchmark mapping, capacity assumptions, and implementation constraints.", "pattern": "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.", "sme_verify": "Which Aladdin report or portfolio-risk view is used before an allocator accepts a manager meeting?", "source_path": "docs/quant-aeo-geo-content-backlog.md"}, "confidence": 0.83, "created_at": "2026-06-19 15:46:34", "deadline": null, "id": "workflow-retrieval-surface-aladdin-portfolio-risk-workflow-decision-surface-risk-pack-and-portfolio-impact-retrieval-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "workflow_retrieval_surface", "status": "active", "strategy": "risk-pack and portfolio-impact retrieval", "subject_id": "aladdin-portfolio-risk-workflow-decision-surface", "subject_name": "Aladdin portfolio risk workflow decision surface", "subject_type": "research_workflow", "updated_at": "2026-06-19 15:46:34"}
{"amount": "", "attrs": {"action": "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.", "pattern": "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.", "sme_verify": "Which public page becomes the canonical source a decision-maker or answer engine should cite?", "source_path": "docs/quant-aeo-geo-content-backlog.md"}, "confidence": 0.9, "created_at": "2026-06-19 15:46:34", "deadline": null, "id": "aeo-geo-asset-quant-hedge-fund-public-research-hub-decision-surface-canonical-public-answer-asset-for-allocators-consultants-and-ai-search-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "aeo_geo_asset", "status": "active", "strategy": "canonical public answer asset for allocators, consultants, and AI search", "subject_id": "quant-hedge-fund-public-research-hub-decision-surface", "subject_name": "Quant hedge fund public research hub decision surface", "subject_type": "research_workflow", "updated_at": "2026-06-19 15:46:34"}
{"amount": "", "attrs": {"action": "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.", "pattern": "AEO/GEO discovery does not convert unless the downstream diligence packet survives consultant portals, platform due diligence, enterprise search, and committee retrieval.", "sme_verify": "Which packet fields are mandatory before a consultant or platform will put the manager into a recommendation workflow?", "source_path": "docs/quant-aeo-geo-content-backlog.md"}, "confidence": 0.88, "created_at": "2026-06-19 15:46:34", "deadline": null, "id": "workflow-packet-quant-hedge-fund-ddq-and-odd-data-room-packet-consultant-platform-and-enterprise-retrieval-readiness-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "workflow_packet", "status": "active", "strategy": "consultant, platform, and enterprise-retrieval readiness", "subject_id": "quant-hedge-fund-ddq-and-odd-data-room-packet", "subject_name": "Quant hedge fund DDQ and ODD data-room packet", "subject_type": "process", "updated_at": "2026-06-19 15:46:34"}
{"amount": "", "attrs": {"action": "Prepare QR-ready factsheet, speaker one-pager, low-correlation brief, capacity-aware implementation note, and follow-up prompt library for family-office event apps.", "pattern": "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.", "sme_verify": "Which event-app fields are searchable by attendees after the meeting: sponsor, speaker, topic, or attached materials?", "source_path": "docs/quant-aeo-geo-content-backlog.md"}, "confidence": 0.8, "created_at": "2026-06-19 15:46:34", "deadline": null, "id": "event-workflow-packet-family-office-event-app-packet-event-app-and-qr-based-private-wealth-routing-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "event_workflow_packet", "status": "active", "strategy": "event app and QR-based private-wealth routing", "subject_id": "family-office-event-app-packet", "subject_name": "Family-office event app packet", "subject_type": "process", "updated_at": "2026-06-19 15:46:34"}
{"amount": "", "attrs": {"action": "Treat Goldman cap-intro as a launch-channel influencer; prepare an SMA-specific one-pager and allocator qualification criteria.", "expected_fields": ["intro_terms", "allocator_qualification_criteria", "sma_route", "manager_launch_signals"], "pattern": "Business Insider reported Goldman global head of capital introduction Kristin Kramer saying SMAs are making it easier to launch hedge funds.", "sme_verify": "Does Goldman still expose a current capital-introduction route, or is the live surface only historical SMA-launch framing?", "source_path": "data/recovered_loop_tick14_quant_actionable_signals.json"}, "confidence": 0.75, "created_at": "2026-06-19 15:47:14", "deadline": null, "id": "prime-broker-cap-intro-goldman-sachs-capital-introduction-sma-backed-emerging-manager-launches-2025-08-active", "next_review": null, "signal_date": "2025-08", "signal_type": "prime_broker_cap_intro", "status": "active", "strategy": "SMA-backed emerging manager launches", "subject_id": "goldman-sachs-capital-introduction", "subject_name": "Goldman Sachs Capital Introduction", "subject_type": "vendor", "updated_at": "2026-06-19 15:47:14"}
{"amount": "", "attrs": {"action": "Use Societe Generale as a prime-brokerage expansion row and target hedge-fund client growth language in launch-channel mapping.", "expected_fields": ["prime_brokerage_entry", "hedge_fund_client_growth", "launch_channel", "contact_people"], "pattern": "Financial News London reported Societe Generale entered cash prime brokerage and is integrating cash equities and prime brokerage to support hedge fund client growth.", "sme_verify": "Which Societe Generale page is the real prime-brokerage entry point rather than a generic bank surface?", "source_path": "data/recovered_loop_tick13_allocation_signals.json"}, "confidence": 0.8, "created_at": "2026-06-19 15:47:14", "deadline": null, "id": "prime-broker-cap-intro-societe-generale-prime-brokerage-hedge-fund-financing-prime-brokerage-2026-06-12-active", "next_review": null, "signal_date": "2026-06-12", "signal_type": "prime_broker_cap_intro", "status": "active", "strategy": "hedge fund financing / prime brokerage", "subject_id": "societe-generale-prime-brokerage", "subject_name": "Societe Generale Prime Brokerage", "subject_type": "vendor", "updated_at": "2026-06-19 15:47:14"}
{"amount": "", "attrs": {"action": "Use Eaton Partners as the placement-agent route into institutional capital and map allocator targets by fund category.", "expected_fields": ["allocator_targets", "intro_terms", "launch_window", "manager_launch_signals"], "pattern": "Placement agents are a separate acquisition family from prime brokerage and should not be collapsed into general fundraising coverage.", "sme_verify": "Which Eaton surface exposes the real allocator-intro route and any public manager-launch evidence?", "source_path": "data/recovered_loop_tick12_hidden_gatekeepers.json"}, "confidence": 0.8, "created_at": "2026-06-19 15:47:14", "deadline": null, "id": "placement-agent-route-eaton-partners-placement-agent-ecosystem-institutional-fundraising-private-placement-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "placement_agent_route", "status": "active", "strategy": "institutional fundraising / private placement", "subject_id": "eaton-partners-placement-agent-ecosystem", "subject_name": "Eaton Partners placement-agent ecosystem", "subject_type": "placement_agent", "updated_at": "2026-06-19 15:47:14"}
{"amount": "", "attrs": {"action": "Mine monthly disclosures for manager hires, transactions, and placement-agent activity so launch and replacement windows are visible early.", "expected_fields": ["month", "manager_name", "asset_class", "transaction_type", "hire_or_termination", "placement_agent", "amount", "document_url"], "pattern": "Monthly disclosures are valuable when the transaction fields reveal manager moves before summaries do.", "sme_verify": "Which disclosure rows are true hires or terminations versus routine position changes?", "source_path": "docs/quant-board-packet-extraction-queue.md"}, "confidence": 0.85, "created_at": "2026-06-19 15:47:14", "deadline": null, "id": "placement-agent-detector-nyscrf-monthly-disclosure-of-investments-and-transactions-manager-hires-transactions-placement-agent-activity-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "placement_agent_detector", "status": "active", "strategy": "manager hires / transactions / placement-agent activity", "subject_id": "nyscrf-monthly-disclosure-of-investments-and-transactions", "subject_name": "NYSCRF Monthly Disclosure of Investments and Transactions", "subject_type": "allocator_surface", "updated_at": "2026-06-19 15:47:14"}
{"amount": "", "attrs": {"action": "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.", "expected_fields": ["canonical_entity_page", "faq", "comparison_table", "update_log", "source_appendix"], "pattern": "Answer engines reward structured, dated, entity-clean pages that make hidden gatekeepers legible before direct outreach begins.", "sme_verify": "Which answer-first page would an allocator trust before speaking to a gatekeeper?", "source_path": "docs/quant-aeo-geo-monitoring-matrix.md"}, "confidence": 0.9, "created_at": "2026-06-19 15:47:14", "deadline": null, "id": "aeo-geo-monitor-prime-brokerage-and-placement-agent-answer-engine-surfaces-aeo-geo-for-allocator-research-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "aeo_geo_monitor", "status": "active", "strategy": "AEO/GEO for allocator research", "subject_id": "prime-brokerage-and-placement-agent-answer-engine-surfaces", "subject_name": "Prime brokerage and placement-agent answer-engine surfaces", "subject_type": "answer_engine", "updated_at": "2026-06-19 15:47:14"}
{"amount": "", "attrs": {"action": "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.", "pattern": "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.", "sme_verify": "Which APB route is most useful for manager outreach: the selection nexus, the summit, or the intelligence feed?", "source_path": "docs/quant-pitch-calendar.md"}, "confidence": 0.97, "created_at": "2026-06-19 15:47:37", "deadline": null, "id": "private-wealth-event-route-asian-private-banker-alternatives-selection-nexus-2026-apac-private-bank-alternatives-fund-selector-access-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "private_wealth_event_route", "status": "active", "strategy": "APAC private-bank alternatives / fund-selector access", "subject_id": "asian-private-banker-alternatives-selection-nexus-2026", "subject_name": "Asian Private Banker Alternatives Selection Nexus 2026", "subject_type": "conference", "updated_at": "2026-06-19 15:47:37"}
{"amount": "", "attrs": {"action": "Target CIOs, market heads, investment advisors, fund selectors, and relationship managers with private-bank-compatible quant sleeves and a concise event brief.", "pattern": "The summit is framed as a 800+ person private-wealth decision-maker gathering in Hong Kong and Singapore.", "sme_verify": "Does the summit surface speaker or sponsor targeting that is stronger than the general attendee list?", "source_path": "docs/quant-pitch-calendar.md"}, "confidence": 0.95, "created_at": "2026-06-19 15:47:37", "deadline": null, "id": "private-wealth-event-route-asian-private-banker-summit-2026-private-banks-cios-relationship-managers-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "private_wealth_event_route", "status": "active", "strategy": "private banks / CIOs / relationship managers", "subject_id": "asian-private-banker-summit-2026", "subject_name": "Asian Private Banker Summit 2026", "subject_type": "conference", "updated_at": "2026-06-19 15:47:37"}
{"amount": "", "attrs": {"action": "Register, sponsor, or seek speaker slots for Dubai, Singapore, and Hong Kong forums; tailor materials to HNW insurance, private capital, and independent wealth managers.", "pattern": "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.", "sme_verify": "Which event line-ups are most likely to surface allocator speakers or sponsor introductions?", "source_path": "data/recovered_loop_tick38_apac_middle_east_distribution_signals.json"}, "confidence": 0.96, "created_at": "2026-06-19 15:47:37", "deadline": null, "id": "private-wealth-event-route-hubbis-2026-apac-and-middle-east-forums-private-wealth-insurance-private-capital-ocio-access-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "private_wealth_event_route", "status": "active", "strategy": "private wealth / insurance / private capital / OCIO access", "subject_id": "hubbis-2026-apac-and-middle-east-forums", "subject_name": "Hubbis 2026 APAC and Middle East forums", "subject_type": "conference", "updated_at": "2026-06-19 15:47:37"}
{"amount": "", "attrs": {"action": "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.", "pattern": "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.", "sme_verify": "Is the real route through registration, sponsorship, or speaker application?", "source_path": "data/recovered_loop_tick38_apac_middle_east_distribution_signals.json"}, "confidence": 0.92, "created_at": "2026-06-19 15:47:37", "deadline": null, "id": "private-wealth-event-gateway-hubbis-registration-sponsorship-speaking-event-access-speaking-path-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "private_wealth_event_gateway", "status": "active", "strategy": "event access / speaking path", "subject_id": "hubbis-registration-sponsorship-speaking", "subject_name": "Hubbis registration / sponsorship / speaking", "subject_type": "vendor", "updated_at": "2026-06-19 15:47:37"}
{"amount": "", "attrs": {"action": "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.", "pattern": "Campden uses a qualification gate for family-office forums, with audiences described as core decision makers and a family principal / SFO / MFO mix.", "sme_verify": "Which Campden pages expose speakers, sponsors, or attendee qualification rules most clearly?", "source_path": "docs/quant-pitch-calendar.md"}, "confidence": 0.91, "created_at": "2026-06-19 15:47:37", "deadline": null, "id": "family-office-network-campden-wealth-events-family-office-alternatives-qualified-forum-access-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "family_office_network", "status": "active", "strategy": "family-office alternatives / qualified forum access", "subject_id": "campden-wealth-events", "subject_name": "Campden Wealth events", "subject_type": "conference", "updated_at": "2026-06-19 15:47:37"}
{"amount": "", "attrs": {"action": "Work the network as a referral and education channel for multifamily offices; reuse diligence materials across member firms.", "chatbot_surfaces": ["member portal", "event calendar", "sponsor directory", "webinar archive", "newsletter"], "pattern": "MFO networks amplify distribution when the material is reusable across member firms and CIO workflows.", "sme_verify": "Which Family Wealth Alliance surface exposes member-firm CIO contacts first?", "source_path": "data/recovered_loop_tick36_private_wealth_platform_signals.json"}, "confidence": 0.93, "created_at": "2026-06-19 15:47:37", "deadline": null, "id": "family-office-network-family-wealth-alliance-mfo-network-referral-multiplier-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "family_office_network", "status": "active", "strategy": "MFO network / referral multiplier", "subject_id": "family-wealth-alliance", "subject_name": "Family Wealth Alliance", "subject_type": "vendor", "updated_at": "2026-06-19 16:21:16"}
{"amount": "", "attrs": {"action": "Submit interest through the MENA External Managers Program gate and package the manager profile for regional relevance, monthly quantitative data, and implementation capacity.", "pattern": "PIF's Managers Gate is a public registration portal with Register and Login links for the MENA External Managers Program.", "sme_verify": "Does the gate require a formal qualification path or is it a straight registration portal?", "source_path": "data/recovered_loop_tick38_apac_middle_east_distribution_signals.json"}, "confidence": 0.98, "created_at": "2026-06-19 15:47:37", "deadline": null, "id": "mena-manager-registration-pif-managers-gate-mena-external-managers-program-external-manager-registration-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "mena_manager_registration", "status": "active", "strategy": "MENA External Managers Program / external manager registration", "subject_id": "pif-managers-gate", "subject_name": "PIF Managers Gate", "subject_type": "vendor", "updated_at": "2026-06-19 15:47:37"}
{"amount": "", "attrs": {"action": "Refresh the standing eVestment manager profile and strategy fields so the row is discoverable by allocator search and routing workflows.", "fields_to_optimize": ["profile_type", "entity_name", "people", "strategy_list", "performance_fields", "terms_fields", "investor_map", "whitepapers", "investment_committee_narrative", "updated_at"], "pattern": "Allocator databases are most useful when the profile surface exposes normalized manager data rather than a marketing summary.", "source_path": "data/recovered_loop_tick61_source_family_acquisition_signals.json"}, "confidence": 0.87, "created_at": "2026-06-19 15:47:58", "deadline": null, "id": "allocator-database-surface-evestment-manager-profiles-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "allocator_database_surface", "status": "active", "strategy": "", "subject_id": "evestment-manager-profiles", "subject_name": "eVestment manager profiles", "subject_type": "allocator_database", "updated_at": "2026-06-19 16:10:00"}
{"amount": "", "attrs": {"action": "Normalize Preqin fund, manager, investor, fundraising, performance, terms, and benchmark fields for discoverability.", "fields_to_optimize": ["fund", "manager", "investor", "performance", "terms", "benchmark", "fundraising_update", "updated_at", "source_url"], "pattern": "Preqin becomes acquisition-grade when the profile exposes a structured fund and manager record with current fundraising context.", "source_path": "data/recovered_loop_tick58_pitch_now_packet_delta_signals.json"}, "confidence": 0.84, "created_at": "2026-06-19 15:47:58", "deadline": null, "id": "allocator-database-surface-preqin-manager-and-fundraising-profiles-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "allocator_database_surface", "status": "active", "strategy": "", "subject_id": "preqin-manager-and-fundraising-profiles", "subject_name": "Preqin manager and fundraising profiles", "subject_type": "allocator_database", "updated_at": "2026-06-19 16:10:00"}
{"amount": "", "attrs": {"action": "Fetch PitchBook manager-profile surfaces, then extract profile type, exposed fields, and source URLs for hedge-fund discovery.", "fields_to_optimize": ["profile_type", "entity_name", "people", "company", "fund", "deal", "fundraising_timeline", "exit", "benchmark", "updated_at"], "pattern": "PitchBook is most useful when the discovery page exposes structured manager and fundraising history instead of a general company summary.", "source_path": "data/recovered_loop_tick61_source_family_acquisition_signals.json"}, "confidence": 0.8, "created_at": "2026-06-19 15:47:58", "deadline": null, "id": "allocator-database-surface-pitchbook-manager-discovery-profiles-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "allocator_database_surface", "status": "active", "strategy": "", "subject_id": "pitchbook-manager-discovery-profiles", "subject_name": "PitchBook manager-discovery profiles", "subject_type": "allocator_database", "updated_at": "2026-06-19 16:10:00"}
{"amount": "", "attrs": {"action": "Package Aladdin outputs into allocator-ready risk tables that make holdings, exposures, liquidity, and stress easy to compare.", "fields_to_optimize": ["holdings", "exposure", "liquidity", "stress", "drawdown", "performance", "accounting", "timestamps"], "pattern": "Aladdin is useful when the output is a dated risk pack instead of a generic portfolio summary.", "search_prompt": "Generate the portfolio risk pack with holdings, exposures, liquidity, stress, and drawdown by date.", "sme_verify": "Which Aladdin table is the allocator-grade starting point for a risk conversation?", "source_path": "docs/quant-aeo-geo-monitoring-matrix.md"}, "confidence": 0.82, "created_at": "2026-06-19 15:47:58", "deadline": null, "id": "allocator-database-surface-aladdin-portfolio-risk-pack-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "allocator_database_surface", "status": "active", "strategy": "", "subject_id": "aladdin-portfolio-risk-pack", "subject_name": "Aladdin portfolio risk pack", "subject_type": "risk_platform", "updated_at": "2026-06-19 15:47:58"}
{"amount": "", "attrs": {"action": "Publish searchable research packs with filings, expert transcripts, broker-style notes, internal content mirrors, and exec-ready slides or reports.", "fields_to_optimize": ["filings", "transcripts", "broker_research", "internal_docs", "dates", "source_links", "executive_summary"], "pattern": "Document search only works for allocator diligence if the answer carries dates and source links.", "search_prompt": "Return the newest cited documents, dated transcript hits, and a concise evidence block for this manager.", "sme_verify": "Are timestamps preserved on search hits and quoted documents?", "source_path": "docs/quant-aeo-geo-monitoring-matrix.md"}, "confidence": 0.9, "created_at": "2026-06-19 15:47:58", "deadline": null, "id": "workflow-retrieval-surface-alphasense-research-pack-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "workflow_retrieval_surface", "status": "active", "strategy": "", "subject_id": "alphasense-research-pack", "subject_name": "AlphaSense research pack", "subject_type": "research_workspace", "updated_at": "2026-06-19 15:47:58"}
{"amount": "", "attrs": {"action": "Prepare portfolio-risk packs, factor tables, liquidity and stress summaries, and clean event or filing timelines for Bloomberg-native workflows.", "fields_to_optimize": ["traceable_numbers", "event_timeline", "filing_paths", "data_lineage", "timestamps", "answer_scope"], "pattern": "Bloomberg answers are only useful for diligence when the numbers can be traced back to a filing or event path.", "search_prompt": "Provide the numbers with lineage and the event or filing path that supports them.", "sme_verify": "Does the prompt preserve event or filing lineage, or does it collapse into an uncited summary?", "source_path": "docs/quant-aeo-geo-monitoring-matrix.md"}, "confidence": 0.88, "created_at": "2026-06-19 15:47:58", "deadline": null, "id": "workflow-retrieval-surface-bloomberg-askb-finance-workflow-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "workflow_retrieval_surface", "status": "active", "strategy": "", "subject_id": "bloomberg-askb-finance-workflow", "subject_name": "Bloomberg ASKB finance workflow", "subject_type": "research_workspace", "updated_at": "2026-06-19 15:47:58"}
{"amount": "", "attrs": {"action": "Prepare attribution workbooks, factor tables, benchmark charts, earnings delta tables, guidance bridges, and quote-backed transcript summaries.", "fields_to_optimize": ["attribution", "factor_table", "benchmark", "guidance_bridge", "quote_backed_summary", "timestamps", "period_alignment"], "pattern": "FactSet is strongest when the workflow preserves period alignment and explicit benchmark context.", "search_prompt": "Show the period-aligned attribution, benchmark, and quote-backed transcript summary for this quarter.", "sme_verify": "Are the benchmark period and attribution period explicitly aligned?", "source_path": "docs/quant-aeo-geo-monitoring-matrix.md"}, "confidence": 0.86, "created_at": "2026-06-19 15:47:58", "deadline": null, "id": "workflow-retrieval-surface-factset-ai-research-workflow-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "workflow_retrieval_surface", "status": "active", "strategy": "", "subject_id": "factset-ai-research-workflow", "subject_name": "FactSet AI research workflow", "subject_type": "research_workspace", "updated_at": "2026-06-19 15:47:58"}
{"amount": "", "attrs": {"action": "Convert the model-portfolio surface into advisor-research fields that show shelf fit, inclusion criteria, and implementation fit.", "fields_to_optimize": ["model_portfolio", "advisor_research", "inclusion_criteria", "shelf_fit", "implementation_fit", "fee_liquidity", "updated_at"], "pattern": "Morningstar becomes actionable when the surface answers inclusion and shelf-fit questions, not just general research questions.", "search_prompt": "Explain where the strategy fits in the model portfolio and what blocks inclusion.", "sme_verify": "Which fields control inclusion in advisor workflows versus general research?", "source_path": "docs/quant-pitch-calendar.md"}, "confidence": 0.83, "created_at": "2026-06-19 15:47:58", "deadline": null, "id": "advisor-research-surface-morningstar-advisor-research-surface-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "advisor_research_surface", "status": "active", "strategy": "", "subject_id": "morningstar-advisor-research-surface", "subject_name": "Morningstar advisor-research surface", "subject_type": "advisor_platform", "updated_at": "2026-06-19 15:47:58"}
{"amount": "", "attrs": {"action": "Use prompt wording that forces structured fields out of allocator databases and rejects answers that omit timestamps or investor-map detail.", "fields_to_optimize": ["profile_type", "entity_name", "people", "performance_fields", "terms_fields", "investor_map", "source_url"], "pattern": "A better prompt returns fields; a vague prompt returns a summary.", "search_prompt": "Which manager-profile surfaces expose profile type, people, performance, terms, investor map, and a visible source URL?", "sme_verify": "Which prompt wording causes the surface to return structured fields instead of a marketing summary?", "source_path": "docs/quant-source-family-ingest-queue.md"}, "confidence": 0.85, "created_at": "2026-06-19 15:47:58", "deadline": null, "id": "retrieval-prompt-pack-allocator-database-search-prompt-pack-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "retrieval_prompt_pack", "status": "active", "strategy": "", "subject_id": "allocator-database-search-prompt-pack", "subject_name": "Allocator database search prompt pack", "subject_type": "cross_surface_prompting", "updated_at": "2026-06-19 15:47:58"}
{"amount": "", "attrs": {"action": "Reject stale rows and keep only surfaces with visible update dates and investor-map outputs that support outreach and allocator coverage.", "fields_to_optimize": ["updated_at", "last_refreshed", "coverage_age", "investor_map", "prior_investors", "allocator_type", "relationship_context"], "pattern": "Freshness and investor-map visibility decide whether the profile is usable for outreach or only useful as background research.", "search_prompt": "Show the newest timestamp, the last refresh date, and the investor map for this manager.", "sme_verify": "What date, refresh cadence, and investor-map completeness are good enough to trust?", "source_path": "docs/quant-aeo-geo-monitoring-matrix.md"}, "confidence": 0.91, "created_at": "2026-06-19 15:47:58", "deadline": null, "id": "freshness-and-investor-map-gate-profile-freshness-and-investor-map-use-by-allocators-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "freshness_and_investor_map_gate", "status": "active", "strategy": "", "subject_id": "profile-freshness-and-investor-map-use-by-allocators", "subject_name": "Profile freshness and investor-map use by allocators", "subject_type": "cross_surface_quality_gate", "updated_at": "2026-06-19 15:47:58"}
{"amount": "", "attrs": {"action": "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.", "as_of_date": "2026-06-19", "pattern": "The person queue ranks Kristin Kramer as the direct cap-intro gatekeeper and tick 62 maps Goldman to SMA-backed launch mechanics.", "sme_verify": "Does current Goldman cap-intro routing still pass through this named role, and what packet fields are required before an intro?", "source_path": "docs/quant-person-gap-outreach-queue.md; data/recovered_loop_tick62_prime_broker_capintro_graph.json", "source_type": "local_repo"}, "confidence": 0.9, "created_at": "2026-06-19 15:50:59", "deadline": null, "id": "named-cap-intro-gatekeeper-kristin-kramer-goldman-sachs-prime-brokerage-capital-introduction-sma-backed-hedge-fund-launches-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "named_cap_intro_gatekeeper", "status": "active", "strategy": "capital introduction / SMA-backed hedge fund launches", "subject_id": "kristin-kramer-goldman-sachs-prime-brokerage", "subject_name": "Kristin Kramer / Goldman Sachs Prime Brokerage", "subject_type": "person_route", "updated_at": "2026-06-19 16:35:36"}
{"amount": "", "attrs": {"action": "Build an Eaton placement-agent packet with allocator target segments, fund category, launch window, intro terms, track record, and platform-ready diligence material.", "as_of_date": "2026-06-19", "pattern": "Placement agents are a separate acquisition family from prime brokerage and should be mapped to named relationship paths where possible.", "sme_verify": "Which current Eaton team member owns hedge fund or liquid-alts introductions, and does founder-level lineage matter today?", "source_path": "docs/quant-person-gap-outreach-queue.md; data/recovered_loop_tick62_prime_broker_capintro_graph.json", "source_type": "local_repo"}, "confidence": 0.79, "created_at": "2026-06-19 15:50:59", "deadline": null, "id": "named-placement-agent-route-charles-eaton-eaton-partners-placement-agent-institutional-fundraising-route-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "named_placement_agent_route", "status": "active", "strategy": "placement-agent institutional fundraising route", "subject_id": "charles-eaton-eaton-partners", "subject_name": "Charles Eaton / Eaton Partners", "subject_type": "person_route", "updated_at": "2026-06-19 16:35:36"}
{"amount": "", "attrs": {"action": "Build a CAPTRUST-compatible fiduciary packet with implementation burden, fee clarity, liquidity controls, risk reporting, model-portfolio fit, and OCIO screening summary.", "as_of_date": "2026-06-19", "pattern": "OCIO/RIA gatekeepers require operationally simple and fiduciary-friendly material before a manager becomes recommendable.", "sme_verify": "Does CAPTRUST screen managers centrally, through practice leaders, or through adviser teams?", "source_path": "data/recovered_loop_tick63_nonconsultant_person_gap_routes.json; docs/quant-person-gap-outreach-queue.md", "source_type": "local_repo"}, "confidence": 0.88, "created_at": "2026-06-19 15:50:59", "deadline": null, "id": "named-ocio-ria-gatekeeper-fielding-miller-captrust-ocio-ria-fiduciary-adviser-and-wealth-institutional-allocator-access-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "named_ocio_ria_gatekeeper", "status": "active", "strategy": "OCIO, RIA, fiduciary adviser, and wealth/institutional allocator access", "subject_id": "fielding-miller-captrust", "subject_name": "Fielding Miller / CAPTRUST", "subject_type": "person_route", "updated_at": "2026-06-19 16:35:36"}
{"amount": "", "attrs": {"action": "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.", "aeo_geo_asset": "TRS Illinois alternatives and manager-review packet page", "packet_fields": ["board agenda", "annual report", "alternatives allocation", "manager review", "termination/replacement evidence", "consultant references"], "pattern": "Allocator CIOs should not be treated as pitch targets until packet-level evidence shows the active review or replacement surface.", "sme_verify": "What public board or annual-report document proves a current manager-review window for TRS Illinois?", "source_path": "docs/quant-person-gap-outreach-queue.md"}, "confidence": 0.74, "created_at": "2026-06-19 15:50:59", "deadline": null, "id": "allocator-cio-packet-route-stan-rupnik-teachers-retirement-system-of-illinois-public-pension-cio-and-manager-review-context-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "allocator_cio_packet_route", "status": "monitor", "strategy": "public-pension CIO and manager-review context", "subject_id": "stan-rupnik-teachers-retirement-system-of-illinois", "subject_name": "Stan Rupnik / Teachers Retirement System of Illinois", "subject_type": "person_route", "updated_at": "2026-06-19 15:50:59"}
{"amount": "", "attrs": {"action": "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.", "aeo_geo_asset": "foundation CIO liquid-alts packet with mission-aligned risk and liquidity framing", "packet_fields": ["annual report", "Form 990", "investment policy", "conference bio", "mission-aligned risk framing", "liquidity terms"], "pattern": "Foundation CIO routes are actionable only after the source proves the current investment role and a plausible manager-selection surface.", "sme_verify": "Which Packard source proves the current investment decision route and whether liquid alternatives are in scope?", "source_path": "docs/quant-person-gap-outreach-queue.md"}, "confidence": 0.72, "created_at": "2026-06-19 15:50:59", "deadline": null, "id": "foundation-cio-packet-route-kimberly-sargent-david-and-lucile-packard-foundation-foundation-cio-discretionary-manager-selection-route-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "foundation_cio_packet_route", "status": "monitor", "strategy": "foundation CIO discretionary manager-selection route", "subject_id": "kimberly-sargent-david-and-lucile-packard-foundation", "subject_name": "Kimberly Sargent / David and Lucile Packard Foundation", "subject_type": "person_route", "updated_at": "2026-06-19 15:50:59"}
{"amount": "", "attrs": {"action": "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.", "fields_needed": ["event_date", "city", "speaker_name", "speaker_firm", "sponsor_name", "registration_url", "audience_type", "selection_category"], "pattern": "APB already has event and intelligence surfaces in the local corpus, but the speaker/sponsor/registration fields need a normalized extraction layer.", "sme_verify_question": "Which APB page exposes the strongest current speaker and sponsor metadata: the summit page, the selection nexus, or the intelligence feed?", "source_path": "docs/quant-pitch-calendar.md"}, "confidence": 0.95, "created_at": "2026-06-19 15:52:40", "deadline": null, "id": "event-field-extraction-asian-private-banker-event-surfaces-apac-private-bank-event-routing-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "event_field_extraction", "status": "active", "strategy": "APAC private-bank event routing", "subject_id": "asian-private-banker-event-surfaces", "subject_name": "Asian Private Banker event surfaces", "subject_type": "vendor", "updated_at": "2026-06-19 15:52:40"}
{"amount": "", "attrs": {"action": "Upgrade the APB surface with explicit speaker and sponsor roster capture, then backfill event-to-person edges for recurring forums and awards pages.", "fields_needed": ["speaker_roster", "speaker_titles", "sponsor_tiers", "sponsor_names", "session_titles", "registration_gates"], "pattern": "APB is already mapped as a live APAC private-wealth route, but the roster detail is still too thin for robust outreach automation.", "sme_verify_question": "Does APB expose a current sponsor roster or only an event landing page with register/contact links?", "source_path": "docs/quant-pitch-calendar.md and data/recovered_loop_tick62_apac_mena_private_wealth_routes.json"}, "confidence": 0.92, "created_at": "2026-06-19 15:52:40", "deadline": null, "id": "source-upgrade-asian-private-banker-event-surfaces-apac-private-bank-event-routing-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "source_upgrade", "status": "active", "strategy": "APAC private-bank event routing", "subject_id": "asian-private-banker-event-surfaces", "subject_name": "Asian Private Banker event surfaces", "subject_type": "vendor", "updated_at": "2026-06-19 15:52:40"}
{"amount": "", "attrs": {"action": "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.", "deadline_or_window": "ongoing 2026 forum cycle", "fields_needed": ["event_date", "city", "speaker_name", "speaker_firm", "sponsor_name", "topic", "registration_path"], "pattern": "The local corpus already exposes register, sponsor, and speak paths, but per-event metadata still needs a thinner extraction layer.", "sme_verify_question": "Which Hubbis page is most reliable for current sponsors and speakers: forum PDF, register page, or speak page?", "source_path": "docs/quant-pitch-calendar.md; data/recovered_loop_tick62_apac_mena_private_wealth_routes.json"}, "confidence": 0.96, "created_at": "2026-06-19 15:52:40", "deadline": null, "id": "event-field-extraction-hubbis-event-surfaces-apac-and-middle-east-private-wealth-routing-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "event_field_extraction", "status": "active", "strategy": "APAC and Middle East private-wealth routing", "subject_id": "hubbis-event-surfaces", "subject_name": "Hubbis event surfaces", "subject_type": "vendor", "updated_at": "2026-06-19 16:11:59"}
{"amount": "", "attrs": {"action": "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.", "fields_needed": ["speaker_roster", "sponsor_tiers", "speaker_application", "registration_deadline", "event_theme", "audience_mix"], "pattern": "The local corpus already knows Hubbis has registration, sponsorship, and speaking paths, but not enough normalized roster data to automate routing cleanly.", "sme_verify_question": "Is the real outreach route through speaker application, event sponsorship, or direct registration on Hubbis?", "source_path": "docs/quant-pitch-calendar.md"}, "confidence": 0.9, "created_at": "2026-06-19 15:52:40", "deadline": null, "id": "source-upgrade-hubbis-event-surfaces-apac-and-middle-east-private-wealth-routing-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "source_upgrade", "status": "active", "strategy": "APAC and Middle East private-wealth routing", "subject_id": "hubbis-event-surfaces", "subject_name": "Hubbis event surfaces", "subject_type": "vendor", "updated_at": "2026-06-19 15:52:40"}
{"amount": "", "attrs": {"action": "Extract delegate_registration, sponsor_prospectus, speaker_page, attendee_qualification, event_date, and allocator_theme so family-office outreach can use the exact forum gate.", "fields_needed": ["delegate_registration", "sponsor_prospectus", "speaker_page", "attendee_qualification", "event_date", "allocator_theme"], "pattern": "Campden is already represented as a qualified family-office forum, but the event-level metadata needed for pitch routing remains thin.", "sme_verify_question": "Which Campden page best exposes the current speaker list and qualification rules?", "source_path": "docs/quant-pitch-calendar.md and data/recovered_loop_tick62_apac_mena_private_wealth_routes.json"}, "confidence": 0.93, "created_at": "2026-06-19 15:52:40", "deadline": null, "id": "event-field-extraction-campden-wealth-forums-family-office-forum-access-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "event_field_extraction", "status": "active", "strategy": "family-office forum access", "subject_id": "campden-wealth-forums", "subject_name": "Campden Wealth forums", "subject_type": "conference", "updated_at": "2026-06-19 15:52:40"}
{"amount": "", "attrs": {"action": "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.", "fields_needed": ["speaker_roster", "sponsor_roster", "event_type", "qualification_rule", "report_link", "session_topic"], "pattern": "Campden has the right audience and qualification framing, but the event graphs still need more person and sponsor depth.", "sme_verify_question": "Do Campden event pages expose enough sponsor and speaker detail to build a reliable outreach list without the PDF?", "source_path": "docs/quant-pitch-calendar.md"}, "confidence": 0.89, "created_at": "2026-06-19 15:52:40", "deadline": null, "id": "source-upgrade-campden-wealth-forums-family-office-forum-access-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "source_upgrade", "status": "active", "strategy": "family-office forum access", "subject_id": "campden-wealth-forums", "subject_name": "Campden Wealth forums", "subject_type": "conference", "updated_at": "2026-06-19 15:52:40"}
{"amount": "", "attrs": {"action": "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.", "fields_needed": ["member_firm", "event_name", "speaker_name", "sponsor_name", "audience_type", "newsletter_link"], "pattern": "Family Wealth Alliance is present as a reusable education and sponsor surface, but the member-firm and event-person graph is still thin.", "sme_verify_question": "Which Family Wealth Alliance surface is most usable for outreach: the member portal, event calendar, or webinar archive?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md and data/recovered_loop_tick62_apac_mena_private_wealth_routes.json"}, "confidence": 0.94, "created_at": "2026-06-19 15:52:40", "deadline": null, "id": "event-field-extraction-family-wealth-alliance-network-multifamily-office-referral-routing-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "event_field_extraction", "status": "active", "strategy": "multifamily-office referral routing", "subject_id": "family-wealth-alliance-network", "subject_name": "Family Wealth Alliance network", "subject_type": "vendor", "updated_at": "2026-06-19 15:52:40"}
{"amount": "", "attrs": {"action": "Normalize member_firm, event_name, speaker_name, sponsor_name, audience_type, and webinar links so the network becomes a searchable outreach graph.", "deadline_or_window": "ongoing 2026 cycle", "pattern": "The corpus says the member-firm and event graph is thin, so the next lift is extraction rather than discovery.", "required_packet_delta": "member_firm, event_name, speaker_name, sponsor_name, audience_type, newsletter_link, webinar_link", "sme_verify": "Which Family Wealth Alliance pages already expose speakers, sponsors, and webinar replay links?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md; data/recovered_loop_tick65_event_roster_sponsor_depth.json"}, "confidence": 0.92, "created_at": "2026-06-19 15:52:40", "deadline": null, "id": "source-upgrade-family-wealth-alliance-network-multifamily-office-referral-routing-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "source_upgrade", "status": "active", "strategy": "multifamily-office referral routing", "subject_id": "family-wealth-alliance-network", "subject_name": "Family Wealth Alliance network", "subject_type": "vendor", "updated_at": "2026-06-19 17:37:28"}
{"amount": "", "attrs": {"action": "Extract current-year speaker_roster, sponsor_names, meeting-booking path, registration_url, exhibitor_list, and allocator segments so the cap-intro workflow is queryable.", "fields_needed": ["speaker_roster", "sponsor_names", "meeting_booking_path", "registration_url", "exhibitor_list", "allocator_segments"], "pattern": "The local corpus already has strong speaker evidence for iConnections, but the sponsor and registration metadata is not yet normalized for current-year outreach.", "sme_verify_question": "Does iConnections prioritize meeting-booking, sponsorship, or registration data for the current Global Alts cycle?", "source_path": "data/recovered_batches/extracted_tick10_conferences.json and data/recovered_loop_tick57_workflow_distribution_surfaces.json"}, "confidence": 0.9, "created_at": "2026-06-19 15:52:40", "deadline": null, "id": "event-field-extraction-iconnections-global-alts-alternative-investment-cap-intro-access-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "event_field_extraction", "status": "active", "strategy": "alternative-investment cap-intro access", "subject_id": "iconnections-global-alts", "subject_name": "iConnections Global Alts", "subject_type": "conference", "updated_at": "2026-06-19 15:52:40"}
{"amount": "", "attrs": {"action": "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.", "fields_needed": ["speaker_roster", "sponsor_roster", "registration_url", "event_date", "venue", "session_topics"], "pattern": "The corpus already knows SALT exists and has speaker examples, but the sponsor and registration layers remain thin.", "sme_verify_question": "Which SALT surface is most actionable for outreach: the conference agenda, the sponsor list, or the registration path?", "source_path": "data/recovered_loop_tick16_gatekeeper_subagent_entities.json and data/recovered_batches/extracted_tick10_conferences.json"}, "confidence": 0.87, "created_at": "2026-06-19 15:52:40", "deadline": null, "id": "source-upgrade-salt-conference-hedge-fund-conference-visibility-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "source_upgrade", "status": "active", "strategy": "hedge-fund conference visibility", "subject_id": "salt-conference", "subject_name": "SALT Conference", "subject_type": "conference", "updated_at": "2026-06-19 15:52:40"}
{"amount": "", "attrs": {"action": "Backfill current speaker, sponsor, registration, and emerging-manager fields so Sohn becomes a routable allocator surface rather than just a founder relationship node.", "fields_needed": ["speaker_roster", "sponsor_roster", "registration_url", "event_date", "venue", "emerging_manager_track"], "pattern": "The local corpus has founder/context references for Sohn but no normalized event page or roster data.", "sme_verify_question": "Does Sohn expose a current speaker roster and sponsor list, or only historical references and founder context?", "source_path": "data/recovered_loop_tick16_gatekeeper_subagent_entities.json"}, "confidence": 0.86, "created_at": "2026-06-19 15:52:40", "deadline": null, "id": "source-upgrade-sohn-conference-hedge-fund-allocator-visibility-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "source_upgrade", "status": "active", "strategy": "hedge-fund allocator visibility", "subject_id": "sohn-conference", "subject_name": "Sohn Conference", "subject_type": "conference", "updated_at": "2026-06-19 15:52:40"}
{"amount": "", "attrs": {"action": "Locate a Hedgeweek event, awards, or summit page and then extract speaker, sponsor, and registration metadata for hedge-fund outreach.", "fields_needed": ["event_page", "speaker_roster", "sponsor_roster", "registration_url", "awards_page", "contact_route"], "pattern": "No local docs/data hit currently proves a Hedgeweek event surface, so the corpus should not treat it as a live outreach node yet.", "sme_verify_question": "Is Hedgeweek in this use case an event organizer, an awards brand, or only a media property?", "source_path": "local corpus search"}, "confidence": 0.78, "created_at": "2026-06-19 15:52:40", "deadline": null, "id": "source-upgrade-hedgeweek-event-surfaces-hedge-fund-media-and-awards-routing-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "source_upgrade", "status": "active", "strategy": "hedge-fund media and awards routing", "subject_id": "hedgeweek-event-surfaces", "subject_name": "Hedgeweek event surfaces", "subject_type": "vendor", "updated_at": "2026-06-19 15:52:40"}
{"amount": "", "attrs": {"action": "Find the GAIM event calendar or summit page and extract speaker, sponsor, and registration details before treating it as a routable alternatives-event family.", "fields_needed": ["event_page", "speaker_roster", "sponsor_roster", "registration_url", "city", "conference_series"], "pattern": "No local docs/data hit currently proves a GAIM event surface, so the corpus should keep it as a source-upgrade target.", "sme_verify_question": "Which GAIM page is the real routable surface: the conference homepage, a specific summit, or a sponsor directory?", "source_path": "local corpus search"}, "confidence": 0.79, "created_at": "2026-06-19 15:52:40", "deadline": null, "id": "source-upgrade-gaim-alternatives-events-alternatives-conference-routing-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "source_upgrade", "status": "active", "strategy": "alternatives-conference routing", "subject_id": "gaim-alternatives-events", "subject_name": "GAIM alternatives events", "subject_type": "conference", "updated_at": "2026-06-19 15:52:40"}
{"amount": "", "attrs": {"action": "Confirm whether Context365 is an event brand, media brand, or something else, then extract any speaker, sponsor, or registration metadata that exists.", "fields_needed": ["entity_type", "event_page", "speaker_roster", "sponsor_roster", "registration_url", "contact_route"], "pattern": "No local docs/data hit currently ties Context365 to a routable event, so it remains a verification target rather than a true outreach node.", "sme_verify_question": "What is Context365 in this workflow: an event organizer, a publication, or a data provider?", "source_path": "local corpus search"}, "confidence": 0.74, "created_at": "2026-06-19 15:52:40", "deadline": null, "id": "source-upgrade-context365-hedge-fund-event-surface-unverified-event-or-media-routing-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "source_upgrade", "status": "active", "strategy": "unverified event or media routing", "subject_id": "context365-hedge-fund-event-surface", "subject_name": "Context365 hedge-fund event surface", "subject_type": "vendor", "updated_at": "2026-06-19 15:52:40"}
{"amount": "", "attrs": {"action": "Package a consultant-ready manager brief that maps directly to NEPC alternatives, manager-research, and OCIO workflows.", "aeo_geo_asset": "NEPC consultant page with manager-search language, committee names, and dated alternatives examples", "first_touch_route": "Head of Investment Manager Research or CIO -> alternatives team -> consultant database packet", "packet_fields": ["alternatives_team", "manager_research_contacts", "search_examples", "ocio_clients", "rfp_or_insights_urls"], "pattern": "Consultant-led diligence can decide which managers enter the allocator search set before any public RFP appears.", "sme_verification_question": "Does NEPC shortlist managers before a public RFP, or only after a consultant search brief?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md"}, "confidence": 0.91, "created_at": "2026-06-19 15:52:50", "deadline": null, "id": "consultant-outreach-packet-nepc-alternatives-consulting-ocio-active", "next_review": null, "signal_date": null, "signal_type": "consultant_outreach_packet", "status": "active", "strategy": "alternatives consulting / OCIO", "subject_id": "nepc", "subject_name": "NEPC", "subject_type": "vendor", "updated_at": "2026-06-19 15:52:50"}
{"amount": "", "attrs": {"action": "Prepare a Callan-facing packet that is easy to route through an RFP watchlist and consultant database review.", "aeo_geo_asset": "Callan alternatives and RFP watch page with named people, search examples, and deadline cues", "first_touch_route": "Alternatives consulting lead -> RFP network -> manager evaluation team", "packet_fields": ["consultant_people", "client_plan", "mandate", "rfp_network", "deadline", "board_packet", "search_status"], "pattern": "Callan is useful when manager visibility is tied to the search window and the consultant workflow, not just firm marketing.", "sme_verification_question": "Which Callan surface is the real manager-search entry point: consulting page, RFP network, or renewal notice?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md"}, "confidence": 0.88, "created_at": "2026-06-19 15:52:50", "deadline": null, "id": "consultant-outreach-packet-callan-alternatives-consulting-rfp-gatekeeper-active", "next_review": null, "signal_date": null, "signal_type": "consultant_outreach_packet", "status": "active", "strategy": "alternatives consulting / RFP gatekeeper", "subject_id": "callan", "subject_name": "Callan", "subject_type": "vendor", "updated_at": "2026-06-19 15:52:50"}
{"amount": "", "attrs": {"action": "Package Mercer materials around alternatives sourcing, portfolio construction, and client segment fit rather than generic brand messaging.", "aeo_geo_asset": "Mercer alternatives and OCIO answer pack with research people, screening language, and portfolio-construction framing", "first_touch_route": "Global Head of Alternatives or Global Chief Investment Strategist -> alternatives research -> manager database", "packet_fields": ["investment_research_people", "alternative_research_process", "manager_database", "client_segments", "source_url"], "pattern": "The local queue treats Mercer as thin on public search mechanics, so named contacts and research workflow fields matter most.", "sme_verification_question": "Does Mercer expose a public alternatives or OCIO search page, or is the real route only via named people and private outreach?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md"}, "confidence": 0.82, "created_at": "2026-06-19 15:52:50", "deadline": null, "id": "consultant-outreach-packet-mercer-global-alternatives-ocio-advisor-active", "next_review": null, "signal_date": null, "signal_type": "consultant_outreach_packet", "status": "active", "strategy": "global alternatives / OCIO advisor", "subject_id": "mercer", "subject_name": "Mercer", "subject_type": "vendor", "updated_at": "2026-06-19 15:52:50"}
{"amount": "", "attrs": {"action": "Build a Cambridge packet around manager visibility, research cadence, and allocator fit for hedge fund screening.", "aeo_geo_asset": "Cambridge Associates hedge-fund advisor page with manager-count proof and annual meeting cadence", "first_touch_route": "Global Investing leader -> global investment research -> hedge fund manager meeting packet", "packet_fields": ["manager_count", "annual_meeting_volume", "hedge_fund_research_process", "allocators", "research_leads"], "pattern": "Cambridge's manager-meeting cadence is itself a gatekeeping signal, so packet clarity matters more than broad brand language.", "sme_verification_question": "Which Cambridge surface actually controls manager visibility: public hedge-fund research, the research team, or client-only intake?", "source_path": "docs/quant-person-gap-outreach-queue.md"}, "confidence": 0.86, "created_at": "2026-06-19 15:52:50", "deadline": null, "id": "consultant-outreach-packet-cambridge-associates-private-markets-and-hedge-fund-advisor-active", "next_review": null, "signal_date": null, "signal_type": "consultant_outreach_packet", "status": "active", "strategy": "private markets and hedge fund advisor", "subject_id": "cambridge-associates", "subject_name": "Cambridge Associates", "subject_type": "vendor", "updated_at": "2026-06-19 15:52:50"}
{"amount": "", "attrs": {"action": "Package the manager brief as a screening-ready data-room packet with ODD and risk fields already normalized.", "aeo_geo_asset": "Aksia MAX manager portal packet with DDQ/ODD, data-room index, and risk reporting appendix", "first_touch_route": "Co-Head Hedge Funds or Co-Head ODD -> manager portal/MAX -> data-room packet", "packet_fields": ["portal_path", "manager_packet_fields", "odd_fields", "risk_reporting_fields", "client_retrieval_surface", "named_research_people"], "pattern": "Aksia should surface as hedge-fund screening plus ODD, not generic institutional consulting.", "sme_verification_question": "Which Aksia surface is operative for manager intake: MAX, manager portal, or the client retrieval layer?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md"}, "confidence": 0.9, "created_at": "2026-06-19 15:52:50", "deadline": null, "id": "consultant-outreach-packet-aksia-hedge-fund-screening-odd-private-credit-advisory-active", "next_review": null, "signal_date": null, "signal_type": "consultant_outreach_packet", "status": "active", "strategy": "hedge fund screening / ODD / private credit advisory", "subject_id": "aksia", "subject_name": "Aksia", "subject_type": "vendor", "updated_at": "2026-06-19 15:52:50"}
{"amount": "", "attrs": {"action": "Write the packet as an implementation and research fit note, not as a generic consultant intro.", "aeo_geo_asset": "Albourne hedge-fund research stack with QDD/CPC and regional research packaging", "first_touch_route": "CEO or Head of QDD -> regional portfolio analyst or implementation lead -> manager database packet", "packet_fields": ["hedge_fund_research_people", "client_segments", "manager_database", "odm_or_odd_fields", "source_url"], "pattern": "Albourne works best when the content is split into research, QDD, regional coverage, and implementation surfaces.", "sme_verification_question": "Which Albourne surface is the actual gatekeeper for hedge-fund manager review: QDD, CPC, or regional research?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md"}, "confidence": 0.84, "created_at": "2026-06-19 15:52:50", "deadline": null, "id": "consultant-outreach-packet-albourne-independent-alternatives-consultant-active", "next_review": null, "signal_date": null, "signal_type": "consultant_outreach_packet", "status": "active", "strategy": "independent alternatives consultant", "subject_id": "albourne", "subject_name": "Albourne", "subject_type": "vendor", "updated_at": "2026-06-19 15:52:50"}
{"amount": "", "attrs": {"action": "Prepare a Wilshire packet that separates alternatives managed accounts from governance and risk oversight.", "aeo_geo_asset": "Wilshire alternatives and OCIO page with risk oversight split from alternatives managed accounts", "first_touch_route": "CIO or alternatives managed accounts lead -> consultant workflow -> OCIO and alternatives packet", "packet_fields": ["manager_research_team", "alternatives_platform", "consultant_search_language", "client_segments", "workflow_surface"], "pattern": "Wilshire should not be collapsed into a generic consultant node because the alternatives workflow and risk workflow are separate.", "sme_verification_question": "Does Wilshire expose a distinct alternatives workflow, or only a general consultant and OCIO front door?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md"}, "confidence": 0.83, "created_at": "2026-06-19 15:52:50", "deadline": null, "id": "consultant-outreach-packet-wilshire-investment-consulting-ocio-alternative-assets-active", "next_review": null, "signal_date": null, "signal_type": "consultant_outreach_packet", "status": "active", "strategy": "investment consulting / OCIO / alternative assets", "subject_id": "wilshire", "subject_name": "Wilshire", "subject_type": "vendor", "updated_at": "2026-06-19 15:52:50"}
{"amount": "", "attrs": {"action": "Lead with ownership clarity, then route to an OCIO and institutional-consulting packet that separates advisory economics from product economics.", "aeo_geo_asset": "Cerity/Verus institutional consulting page with ownership/conflict disclosure and adviser-ready one-pager", "first_touch_route": "Jeffrey MacLean or institutional consulting lead -> Cerity/Verus route -> advisor-ready packet", "packet_fields": ["cerity_verus_people", "ocio_route", "manager_research_process", "institutional_clients", "ownership_conflict_language"], "pattern": "Verus/Cerity needs explicit ownership language and a separate institutional-consulting node.", "sme_verification_question": "Is Verus functioning as a live institutional consulting channel or mostly a legacy merger label?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md"}, "confidence": 0.77, "created_at": "2026-06-19 15:52:50", "deadline": null, "id": "consultant-outreach-packet-cerity-partners-institutional-consulting-verus-investments-institutional-consulting-ocio-ownership-sensitive-route-active", "next_review": null, "signal_date": null, "signal_type": "consultant_outreach_packet", "status": "active", "strategy": "institutional consulting / OCIO / ownership-sensitive route", "subject_id": "cerity-partners-institutional-consulting-verus-investments", "subject_name": "Cerity Partners Institutional Consulting / Verus Investments", "subject_type": "consultant_channel", "updated_at": "2026-06-19 15:52:50"}
{"amount": "", "attrs": {"action": "Package the pitch as an implementation-oriented fiduciary brief with short diligence loops and low friction for an OCIO team.", "aeo_geo_asset": "CAPTRUST OCIO intake page with fiduciary screen and implementation-oriented RFP packet", "first_touch_route": "CEO or OCIO intake -> fiduciary research -> consultant screen", "packet_fields": ["ocio_manager_intake", "fiduciary_research", "consultant_screen", "rfp_workflow", "source_url"], "pattern": "Large OCIO and fiduciary advisers are hidden gatekeepers for outsourced capital and need fast, operationally clear packets.", "sme_verification_question": "Does CAPTRUST screen managers directly, or only refer them through a broader adviser process?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md"}, "confidence": 0.84, "created_at": "2026-06-19 15:52:50", "deadline": null, "id": "consultant-outreach-packet-captrust-ocio-fiduciary-adviser-active", "next_review": null, "signal_date": null, "signal_type": "consultant_outreach_packet", "status": "active", "strategy": "OCIO / fiduciary adviser", "subject_id": "captrust", "subject_name": "CAPTRUST", "subject_type": "vendor", "updated_at": "2026-06-19 15:52:50"}
{"amount": "", "attrs": {"action": "Extract the proposal and manager-opportunity fields into a manager-ready submission packet for systematic public strategies.", "expected_fields": ["strategy", "aum", "track_record", "fees", "liquidity", "implementation_fit", "references", "submission_path", "strategy_category", "minimum_aum", "contact_method", "status_date", "document_url"], "named_people": ["Anton Orlich", "Derek Walker"], "pattern": "Proposal portals only help when they expose the actual intake packet rather than a generic contact form.", "required_packet_delta": "Full proposal packet plus qualification checklist and contact path for public manager intake.", "sme_verify": "Does the portal accept live submissions from new managers, or is it informational only?", "source_path": "docs/quant-board-packet-extraction-queue.md"}, "confidence": 0.95, "created_at": "2026-06-19 15:56:12", "deadline": null, "id": "packet-delta-priority-calpers-intake-surfaces-proposal-intake-manager-qualification-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "packet_delta_priority", "status": "active", "strategy": "proposal intake / manager qualification", "subject_id": "calpers-intake-surfaces", "subject_name": "CalPERS intake surfaces", "subject_type": "public_pension", "updated_at": "2026-06-19 15:56:12"}
{"amount": "", "attrs": {"action": "Extract committee-level agenda items, presenters, motions, and closed-session references into a named-people packet.", "expected_fields": ["meeting_date", "committee", "agenda_item", "presenter", "board_member", "motion_or_vote", "closed_session_reference", "document_url"], "named_people": ["Anton Orlich", "Derek Walker"], "pattern": "The board archive is most useful when it exposes agenda items that map to manager review or replacement.", "required_packet_delta": "Meeting date, committee, agenda item, presenter, board member, motion or vote, closed-session reference, and document URL.", "sme_verify": "Which agenda items map to manager review or replacement rather than routine governance?", "source_path": "docs/quant-board-packet-extraction-queue.md"}, "confidence": 0.96, "created_at": "2026-06-19 15:56:12", "deadline": null, "id": "packet-delta-priority-calpers-board-meetings-board-investment-committee-agenda-review-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "packet_delta_priority", "status": "active", "strategy": "board / investment committee agenda review", "subject_id": "calpers-board-meetings", "subject_name": "CalPERS Board Meetings", "subject_type": "public_pension_board", "updated_at": "2026-06-19 15:56:12"}
{"amount": "", "attrs": {"action": "Extract the July board-book items into a meeting digest that exposes approvals, commitments, and manager-change evidence.", "expected_fields": ["board_date", "agenda_item", "approval", "vote", "speaker", "committee", "manager_change", "document_url"], "named_people": ["Jase Auby", "Britt Harris"], "pattern": "Board books are the best source when committee motions or approvals move manager decisions.", "required_packet_delta": "Board date, agenda item, approval, vote, speaker, committee, manager change, and document URL.", "sme_verify": "Do the materials include an approval or a manager change, or only a presentation deck?", "source_path": "docs/quant-board-packet-extraction-queue.md"}, "confidence": 0.91, "created_at": "2026-06-19 15:56:12", "deadline": "2026-07-16", "id": "packet-delta-priority-teacher-retirement-system-of-texas-trs-board-materials-committee-approval-manager-change-review-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "packet_delta_priority", "status": "active", "strategy": "committee approval / manager-change review", "subject_id": "teacher-retirement-system-of-texas-trs-board-materials", "subject_name": "Teacher Retirement System of Texas (TRS) board materials", "subject_type": "public_pension_board", "updated_at": "2026-06-19 15:56:12"}
{"amount": "", "attrs": {"action": "Turn the program page into a packet that shows eligibility, capacity, and the graduation path into allocation.", "expected_fields": ["eligibility", "aum_threshold", "allocation_path", "graduation_criteria", "program_contact", "asset_class_parameters", "document_url"], "named_people": ["Jase Auby", "Britt Harris"], "pattern": "Emerging-manager programs matter when graduation criteria map to a real allocation path.", "required_packet_delta": "Eligibility, AUM threshold, allocation path, graduation criteria, program contact, and asset-class parameters.", "sme_verify": "Does graduation still map to a live allocation path or only to general program status?", "source_path": "docs/quant-board-packet-extraction-queue.md"}, "confidence": 0.88, "created_at": "2026-06-19 15:56:12", "deadline": null, "id": "packet-delta-priority-trs-texas-emerging-manager-program-emerging-manager-allocation-and-graduation-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "packet_delta_priority", "status": "active", "strategy": "emerging-manager allocation and graduation", "subject_id": "trs-texas-emerging-manager-program", "subject_name": "TRS Texas Emerging Manager Program", "subject_type": "public_pension_program", "updated_at": "2026-06-19 15:56:12"}
{"amount": "", "attrs": {"action": "Normalize the monthly disclosure into a hire/termination tape with placement-agent and amount fields.", "expected_fields": ["month", "manager_name", "asset_class", "transaction_type", "hire_or_termination", "placement_agent", "amount", "document_url"], "named_people": ["Anastasia Titarchuk", "Navyug Patel", "Deborah A. Velez Medenica"], "pattern": "Monthly disclosures are valuable when the transaction fields reveal manager moves before summaries do.", "required_packet_delta": "Month, manager name, asset class, transaction type, hire or termination, placement agent, amount, and document URL.", "sme_verify": "Which rows are true hires or terminations versus routine position changes?", "source_path": "docs/quant-board-packet-extraction-queue.md"}, "confidence": 0.86, "created_at": "2026-06-19 15:56:12", "deadline": null, "id": "packet-delta-priority-nyscrf-monthly-disclosure-tape-manager-hire-termination-tape-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "packet_delta_priority", "status": "active", "strategy": "manager hire/termination tape", "subject_id": "nyscrf-monthly-disclosure-tape", "subject_name": "NYSCRF monthly disclosure tape", "subject_type": "public_pension", "updated_at": "2026-06-19 15:56:12"}
{"amount": "", "attrs": {"action": "Extract board materials and procurement fields so the packet shows consultant independence, vendor renewal, and any replacement cues.", "expected_fields": ["meeting_date", "committee", "trustee", "agenda_item", "action_item", "attachment_title", "manager_or_consultant", "solicitation_title", "procurement_type", "deadline", "contact", "vendor_category", "award_status", "renewal_date", "document_url"], "named_people": ["Carlton W. Lenoir Sr.", "Fernando Vinzons"], "pattern": "CTPF board materials and procurement pages matter when they expose agenda items, approvals, and a live consultant-independence issue.", "required_packet_delta": "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.", "sme_verify": "Does the listing show active procurement or just a vendor directory?", "source_path": "docs/quant-board-packet-extraction-queue.md"}, "confidence": 0.84, "created_at": "2026-06-19 15:56:12", "deadline": null, "id": "packet-delta-priority-chicago-teachers-pension-fund-board-and-procurement-consultant-independence-vendor-renewal-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "packet_delta_priority", "status": "active", "strategy": "consultant independence / vendor renewal", "subject_id": "chicago-teachers-pension-fund-board-and-procurement", "subject_name": "Chicago Teachers' Pension Fund board and procurement", "subject_type": "public_pension", "updated_at": "2026-06-19 15:56:12"}
{"amount": "", "attrs": {"action": "Extract trustee agenda items, approvals, mandate language, policy changes, and the new-manager fields into separate packet rows.", "expected_fields": ["trustee_date", "iac_date", "agenda_item", "policy_change", "mandate_language", "approval", "staff_or_trustee", "quarter", "manager", "asset_class", "mandate", "commitment_or_allocation", "consultant", "selection_date", "document_url"], "named_people": ["Lamar Taylor"], "pattern": "Trustee packets can reveal policy shifts, manager approvals, and mandate changes before manager databases reflect them.", "required_packet_delta": "Agenda items, policy changes, mandate language, approval status, staff and trustee names, plus onboarding tape fields.", "sme_verify": "Which agenda items map to manager approval versus routine governance?", "source_path": "docs/quant-board-packet-extraction-queue.md"}, "confidence": 0.9, "created_at": "2026-06-19 15:56:12", "deadline": null, "id": "packet-delta-priority-florida-sba-trustee-and-onboarding-surfaces-policy-mandate-manager-approval-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "packet_delta_priority", "status": "active", "strategy": "policy / mandate / manager approval", "subject_id": "florida-sba-trustee-and-onboarding-surfaces", "subject_name": "Florida SBA trustee and onboarding surfaces", "subject_type": "public_pension", "updated_at": "2026-06-19 15:56:12"}
{"amount": "", "attrs": {"action": "Extract notification rules, vendor categories, submission method, and contact fields from the future-solicitation intake path.", "expected_fields": ["category", "vendor_type", "submission_method", "notification_rule", "contact", "date_observed", "document_url"], "named_people": ["Lamar Taylor"], "pattern": "A standing future-solicitation form can create pre-RFP visibility if it actually sends targeted vendor notices.", "required_packet_delta": "Notification-rule capture, vendor category map, submission method, contact fields.", "sme_verify": "Does the form notify vendors automatically, or is it just a passive interest list?", "source_path": "docs/quant-board-packet-extraction-queue.md"}, "confidence": 0.88, "created_at": "2026-06-19 15:56:12", "deadline": null, "id": "packet-delta-priority-florida-sba-future-solicitation-intake-future-procurement-notification-intake-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "packet_delta_priority", "status": "active", "strategy": "future procurement notification intake", "subject_id": "florida-sba-future-solicitation-intake", "subject_name": "Florida SBA future solicitation intake", "subject_type": "public_pension", "updated_at": "2026-06-19 15:56:12"}
{"amount": "", "attrs": {"action": "Use the board archive as the primary change detector for allocation, manager, and governance moves.", "expected_fields": ["meeting_date", "book_section", "agenda_item", "allocation_item", "manager_item", "approval", "audio_url", "document_url"], "named_people": [], "pattern": "Endowment-system board archives are often the primary change detector for allocation and manager actions.", "required_packet_delta": "Agenda, board-book sections, allocation items, manager items, approval notes, audio index.", "sme_verify": "Which sections show actual allocation or manager actions rather than background reporting?", "source_path": "docs/quant-board-packet-extraction-queue.md"}, "confidence": 0.9, "created_at": "2026-06-19 15:56:12", "deadline": null, "id": "packet-delta-priority-utimco-meeting-resources-allocation-manager-change-review-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "packet_delta_priority", "status": "active", "strategy": "allocation / manager-change review", "subject_id": "utimco-meeting-resources", "subject_name": "UTIMCO Meeting Resources", "subject_type": "endowment_board", "updated_at": "2026-06-19 15:56:12"}
{"amount": "", "attrs": {"action": "Extract agenda, motion, vote, attendee, attachment index, manager hits, and consultant hits, while preserving the negative RFP page as a monitor.", "expected_fields": ["meeting_date", "committee", "agenda_item", "motion", "vote", "attendee", "attachment", "document_url"], "named_people": [], "pattern": "Recurring committee agenda archives can surface review and replacement cues before a formal search appears.", "required_packet_delta": "Agenda, motion, vote, attendee, attachment index, manager and consultant hits, plus open-cycle status.", "sme_verify": "Which agenda items map to manager review or replacement rather than admin matters?", "source_path": "docs/quant-board-packet-extraction-queue.md"}, "confidence": 0.84, "created_at": "2026-06-19 15:56:12", "deadline": null, "id": "packet-delta-priority-kcera-board-and-rfp-monitor-committee-review-replacement-timing-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "packet_delta_priority", "status": "active", "strategy": "committee review / replacement timing", "subject_id": "kcera-board-and-rfp-monitor", "subject_name": "KCERA board and RFP monitor", "subject_type": "public_pension_board", "updated_at": "2026-06-19 15:56:12"}
{"amount": "", "attrs": {"action": "Keep HMC as partner-intake evidence until an annual report or board record proves hedge-fund allocation and active manager selection.", "expected_fields": ["partner_route", "contact_email", "strategy_language", "performance_period", "manager_relationship_hint", "date_observed", "document_url"], "named_people": ["N.P. Narvekar", "Rick Slocum"], "pattern": "Official intake pages prove pitch routing, not allocation intent.", "required_packet_delta": "Annual report or board record proving hedge-fund allocation and active manager selection.", "sme_verify": "Is the partner route used for hedge-fund managers or only broad manager sourcing?", "source_path": "data/recovered_loop_tick58_source_upgrade_packet_deltas.json"}, "confidence": 0.75, "created_at": "2026-06-19 15:56:12", "deadline": null, "id": "source-upgrade-packet-delta-harvard-university-endowment-hmc-separation-hedge-fund-allocation-partner-intake-verification-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "source_upgrade_packet_delta", "status": "monitor", "strategy": "hedge-fund allocation / partner intake verification", "subject_id": "harvard-university-endowment-hmc-separation", "subject_name": "Harvard University Endowment / HMC separation", "subject_type": "endowment", "updated_at": "2026-06-19 15:56:12"}
{"amount": "", "attrs": {"action": "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.", "expected_fields": ["manager_context", "governance_surface", "responsible_investment_policy", "ownership_language", "document_url"], "named_people": ["Jo Townsend", "Brad Dunstan", "Will Goodwin", "Michael Mitchell", "Charles Hyde", "Paula Steed", "Cristina Billett"], "pattern": "The external-mandates thesis is stronger when tied to official NZ Super governance and annual-report surfaces rather than only recovered local notes.", "required_packet_delta": "Official governance/annual-report surface plus the exact manager-intake path if one is exposed.", "sme_verify": "Ask an NZ Super or Australasian allocator SME whether external mandates enter through direct staff relationships, procurement, or consultant-mediated RFPs.", "source_path": "data/recovered_loop_tick45_source_backfill_signals.json"}, "confidence": 0.84, "created_at": "2026-06-19 15:56:12", "deadline": null, "id": "manager-registration-open-new-zealand-superannuation-fund-official-manager-context-external-mandates-systematic-liquid-alternatives-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "manager_registration_open", "status": "active", "strategy": "external mandates / systematic liquid alternatives", "subject_id": "new-zealand-superannuation-fund-official-manager-context", "subject_name": "New Zealand Superannuation Fund official manager context", "subject_type": "sovereign_pension", "updated_at": "2026-06-19 15:56:12"}
{"amount": "", "attrs": {"action": "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.", "expected_fields": ["track_record", "risk_metrics", "esg_alignment", "liquidity_terms", "operational_controls", "qualification_summary", "document_url"], "named_people": ["UCHIDA Kazuto", "OKINA Yuri", "YOSHIZAWA Yusuke"], "pattern": "The direct GPIF registration surface is a standing pre-RFP gate for manager discovery.", "required_packet_delta": "Track record, risk metrics, ESG alignment, liquidity terms, operational controls, and qualification summary.", "sme_verify": "Ask a Japan public-pension SME whether alternative-asset registration is the correct first-touch surface before formal RFP issuance.", "source_path": "data/recovered_loop_tick45_source_backfill_signals.json"}, "confidence": 0.98, "created_at": "2026-06-19 15:56:12", "deadline": null, "id": "manager-registration-open-gpif-manager-registration-systems-equities-bonds-and-alternative-assets-intake-2026-06-19-open", "next_review": null, "signal_date": "2026-06-19", "signal_type": "manager_registration_open", "status": "open", "strategy": "equities, bonds, and alternative-assets intake", "subject_id": "gpif-manager-registration-systems", "subject_name": "GPIF manager registration systems", "subject_type": "public_pension", "updated_at": "2026-06-19 15:56:12"}
{"amount": "", "attrs": {"action": "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.", "expected_fields": ["monthly_quantitative_data", "implementation_capacity", "operational_controls", "saudi_or_mena_relevance", "document_url"], "named_people": ["Yasir Al-Rumayyan", "Maram Al Johani"], "pattern": "PIF exposes a named manager portal for external managers, so relationship-led outreach should be paired with portal-ready registration assets.", "required_packet_delta": "Monthly quantitative data, implementation capacity, operational controls, and regional relevance.", "sme_verify": "Ask a Gulf SWF distribution SME whether Managers Gate submission is treated as registration, pre-RFP database intake, or both?", "source_path": "data/recovered_loop_tick45_source_backfill_signals.json"}, "confidence": 0.98, "created_at": "2026-06-19 15:56:12", "deadline": null, "id": "manager-registration-open-pif-managers-gate-mena-external-managers-program-external-manager-registration-2026-06-19-open", "next_review": null, "signal_date": "2026-06-19", "signal_type": "manager_registration_open", "status": "open", "strategy": "MENA External Managers Program / external manager registration", "subject_id": "pif-managers-gate", "subject_name": "PIF Managers Gate", "subject_type": "sovereign_wealth_fund", "updated_at": "2026-06-19 15:56:12"}
{"amount": "", "attrs": {"action": "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.", "current_pitchability_status": "open", "fields_to_extract": ["strategy", "track_record", "fees", "liquidity", "implementation_fit", "risk_controls", "references", "portal_submission", "emerging_manager_adviser_referral"], "pattern": "A standing portal turns CalPERS into a live intake surface even outside a formal RFP cycle.", "required_packet_delta": "Portal-ready proposal, strategy summary, track record, implementation fit, fees, liquidity, risk controls, references, and referral path.", "sme_verification_question": "Does the secure portal route directly to asset-class staff, a central triage queue, or an emerging-manager adviser first?", "source_path": "data/recovered_loop_tick64_official_packet_source_upgrades.json", "why_it_matters_to_quant_hedge_fund": "The secure portal is a direct, official intake route for systematic public strategies and can shorten the path from outreach to diligence."}, "confidence": 0.98, "created_at": "2026-06-19 15:59:56", "deadline": null, "id": "official-source-upgrade-path-calpers-investment-proposal-submission-official-portal-direct-investment-proposal-portal-liquid-quant-pitch-intake-2026-06-19-open", "next_review": null, "signal_date": "2026-06-19", "signal_type": "official_source_upgrade_path", "status": "open", "strategy": "direct investment proposal portal / liquid quant pitch intake", "subject_id": "calpers-investment-proposal-submission-official-portal", "subject_name": "CalPERS Investment Proposal Submission official portal", "subject_type": "public_pension_surface", "updated_at": "2026-06-19 16:35:36"}
{"amount": "", "attrs": {"action": "Refresh Nasdaq eVestment strategy and contact records if qualification thresholds are met; otherwise use direct CalPERS proposal submission as the fallback route.", "current_pitchability_status": "open", "fields_to_extract": ["firm_history_years", "strategy_performance_history_years", "gips_compliance", "firm_aum", "strategy_aum", "regulatory_registration", "evestment_profile", "direct_proposal_fallback"], "pattern": "CalPERS uses eVestment for qualified public-market manager search and explicitly falls back to direct proposal submission below thresholds.", "required_packet_delta": "eVestment profile with complete strategy/contact fields, GIPS-compliant performance composite, AUM thresholds, registration status, and fallback packet.", "sme_verification_question": "For quant public strategies, does CalPERS prefer eVestment discovery first or direct proposal submission when a strategy misses AUM thresholds?", "source_path": "data/recovered_loop_tick64_official_packet_source_upgrades.json", "why_it_matters_to_quant_hedge_fund": "This page defines the qualification screen and the data fields that make a public-strategy pitch discoverable and eligible."}, "confidence": 0.99, "created_at": "2026-06-19 15:59:56", "deadline": null, "id": "manager-registration-open-calpers-public-investment-manager-opportunities-official-evestment-path-global-public-equity-and-fixed-income-manager-registration-2026-06-19-open", "next_review": null, "signal_date": "2026-06-19", "signal_type": "manager_registration_open", "status": "open", "strategy": "global public equity and fixed-income manager registration", "subject_id": "calpers-public-investment-manager-opportunities-official-evestment-path", "subject_name": "CalPERS Public Investment Manager Opportunities official eVestment path", "subject_type": "public_pension_surface", "updated_at": "2026-06-19 16:35:36"}
{"amount": "", "attrs": {"action": "Normalize the March 2026 report into a transaction tape with asset class, manager, transaction type, amount, placement-agent status, and close date.", "expected_fields": ["month", "asset_class", "manager_name", "fund_or_account", "transaction_type", "amount", "existing_relationship", "placement_agent_used", "close_date", "hire_or_termination"], "pattern": "The report proves both positive commitments and negative/no-activity observations; it also exposes a fixed-income liquidation and placement-agent absence statements.", "required_packet_delta": "Extract each manager row, asset class, amount, relationship status, placement-agent statement, closing date, hire/termination/liquidation marker, and no-activity rows.", "sme_verify": "Which NYSCRF monthly-report rows are true manager openings/replacements versus routine capital calls or follow-on commitments?", "source_path": "https://www.osc.ny.gov/files/common-retirement-fund/pdf/march-2026.pdf"}, "confidence": 0.99, "created_at": "2026-06-19 15:59:56", "deadline": null, "id": "packet-delta-priority-nyscrf-march-2026-monthly-transaction-report-manager-hire-termination-tape-and-oars-commitment-extraction-2026-03-active", "next_review": null, "signal_date": "2026-03", "signal_type": "packet_delta_priority", "status": "active", "strategy": "manager hire/termination tape and OARS commitment extraction", "subject_id": "nyscrf-march-2026-monthly-transaction-report", "subject_name": "NYSCRF March 2026 Monthly Transaction Report", "subject_type": "public_pension_surface", "updated_at": "2026-06-19 15:59:56"}
{"amount": "", "attrs": {"action": "Fetch and normalize the 2026 Q1 New Managers Report into manager, mandate, asset class, selection date, allocation, and consultant fields.", "expected_fields": ["quarter", "manager", "asset_class", "mandate", "commitment_or_allocation", "consultant", "selection_date", "document_url"], "pattern": "Florida SBA exposes current-year quarterly new-manager reports, making fresh manager onboarding observable rather than inferred.", "required_packet_delta": "Download the 2026 Q1 report and extract manager, mandate, asset class, commitment/allocation, consultant, selection date, and report URL.", "sme_verify": "Do Florida SBA new-manager reports reflect fresh allocations, manager replacements, or only reporting formalities?", "source_path": "https://www.sbafla.com/reporting/new-manager-reports/"}, "confidence": 0.97, "created_at": "2026-06-19 15:59:56", "deadline": null, "id": "manager-onboarding-report-florida-sba-2026-q1-new-managers-report-official-link-new-manager-onboarding-tape-2026-q1-active", "next_review": null, "signal_date": "2026-Q1", "signal_type": "manager_onboarding_report", "status": "active", "strategy": "new-manager onboarding tape", "subject_id": "florida-sba-2026-q1-new-managers-report-official-link", "subject_name": "Florida SBA 2026 Q1 New Managers Report official link", "subject_type": "public_pension_surface", "updated_at": "2026-06-19 15:59:56"}
{"amount": "", "attrs": {"action": "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.", "expected_fields": ["first_name", "last_name", "title", "business_name", "email", "phone", "comments", "specific_service_interests", "other_interests"], "pattern": "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.", "required_packet_delta": "Contact fields, service-interest category, comments text, investment-manager relevance, and follow-up cadence.", "sme_verify": "Does the future-solicitation form notify investment-management opportunities or mostly operational/professional-services categories?", "source_path": "https://www.sbafla.com/partners/future-solicitations-request/"}, "confidence": 0.96, "created_at": "2026-06-19 15:59:56", "deadline": null, "id": "future-solicitation-intake-florida-sba-future-solicitations-request-official-form-future-procurement-notification-intake-2026-06-19-open", "next_review": null, "signal_date": "2026-06-19", "signal_type": "future_solicitation_intake", "status": "open", "strategy": "future procurement notification intake", "subject_id": "florida-sba-future-solicitations-request-official-form", "subject_name": "Florida SBA Future Solicitations Request official form", "subject_type": "public_pension_surface", "updated_at": "2026-06-19 15:59:56"}
{"amount": "", "attrs": {"action": "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.", "expected_fields": ["meeting_date", "agenda_url", "book_url", "audio_url", "book_section", "agenda_item", "allocation_item", "manager_item", "approval", "person_or_board_member"], "pattern": "UTIMCO exposes a current posted board agenda plus historical agenda/minutes/book/audio fields, turning the archive into a packet-level extraction target.", "required_packet_delta": "June 18 agenda URL, board book URL, audio URL if available, book sections, allocation items, manager items, approvals, and board member/person mentions.", "sme_verify": "Which UTIMCO archive fields are actually posted for June 18, 2026: agenda only, agenda plus book, or full agenda/book/audio?", "source_path": "https://www.utimco.org/meeting-resources/"}, "confidence": 0.94, "created_at": "2026-06-19 15:59:56", "deadline": null, "id": "official-source-upgrade-path-utimco-june-18-2026-board-agenda-official-link-board-archive-allocation-and-manager-change-detector-2026-06-18-active", "next_review": null, "signal_date": "2026-06-18", "signal_type": "official_source_upgrade_path", "status": "active", "strategy": "board archive / allocation and manager-change detector", "subject_id": "utimco-june-18-2026-board-agenda-official-link", "subject_name": "UTIMCO June 18 2026 Board Agenda official link", "subject_type": "endowment_board_surface", "updated_at": "2026-06-19 15:59:56"}
{"amount": "", "attrs": {"action": "Keep KCERA as a monitored negative RFP surface and pair it with board agenda extraction for manager-review cues before any formal RFP appears.", "expected_fields": ["date_observed", "open_rfp_status", "rfp_title", "deadline", "contact", "board_agenda_cross_reference"], "pattern": "A negative official RFP page is still useful when paired with recurring board and investment committee agenda monitoring.", "required_packet_delta": "Recheck open-RFP status, capture page text/date, and cross-reference board agendas for investment committee review items.", "sme_verify": "Does KCERA announce investment-manager searches on the RFP page first, or through board/investment committee agenda packets?", "source_path": "https://www.kcera.org/request-for-proposals-rfp"}, "confidence": 0.9, "created_at": "2026-06-19 15:59:56", "deadline": null, "id": "rfp-negative-kcera-request-for-proposals-official-negative-monitor-open-rfp-cycle-watch-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "rfp_negative", "status": "monitor", "strategy": "open RFP cycle watch", "subject_id": "kcera-request-for-proposals-official-negative-monitor", "subject_name": "KCERA Request for Proposals official negative monitor", "subject_type": "public_pension_surface", "updated_at": "2026-06-19 15:59:56"}
{"amount": "", "attrs": {"action": "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.", "expected_fields": ["event_date", "city", "registration_url", "sponsor_or_speaker_contact", "audience_type", "asset_manager_packet", "follow_up_packet"], "pattern": "The official APB calendar confirms exact dates, cities, registration links, and business-matching positioning for asset managers, private banks, and IAMs.", "required_packet_delta": "Event brief, register link, sponsorship/speaking contact, asset-manager one-pager, fund-selector FAQ, post-meeting follow-up packet.", "sme_verify": "Does APB route manager access through registration, sponsorship, speaking, or one-to-one business matching?", "source_path": "https://asianprivatebanker.com/events/"}, "confidence": 0.98, "created_at": "2026-06-19 16:04:19", "deadline": "2026-07-09", "id": "official-event-route-apb-alternatives-selection-nexus-2026-apac-private-bank-alternatives-business-matching-2026-07-07-open", "next_review": null, "signal_date": "2026-07-07", "signal_type": "official_event_route", "status": "open", "strategy": "APAC private-bank alternatives business matching", "subject_id": "apb-alternatives-selection-nexus-2026", "subject_name": "APB Alternatives Selection Nexus 2026", "subject_type": "conference", "updated_at": "2026-06-19 16:04:19"}
{"amount": "", "attrs": {"action": "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.", "expected_fields": ["event_date", "city", "registration_url", "sponsor_or_speaker_contact", "fund_selector_audience", "cio_audience", "advisor_packet"], "pattern": "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.", "required_packet_delta": "Summit event brief, register link, sponsor/speaker inquiry, CIO/fund-selector one-pager, advisor FAQ, platform-compatible diligence packet.", "sme_verify": "Which APB Summit route is strongest for manager discovery: sponsor package, speaker slot, or direct event registration?", "source_path": "https://asianprivatebanker.com/events/"}, "confidence": 0.97, "created_at": "2026-06-19 16:04:19", "deadline": "2026-10-15", "id": "official-event-route-apb-summit-2026-apac-private-wealth-cio-and-fund-selector-access-2026-10-13-open", "next_review": null, "signal_date": "2026-10-13", "signal_type": "official_event_route", "status": "open", "strategy": "APAC private-wealth CIO and fund-selector access", "subject_id": "apb-summit-2026", "subject_name": "APB Summit 2026", "subject_type": "conference", "updated_at": "2026-06-19 16:04:19"}
{"amount": "", "attrs": {"action": "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.", "expected_fields": ["event_date", "city", "qualification_form", "registration_url", "audience_composition", "family_office_packet", "qr_factsheet"], "pattern": "Official Campden page lists the event and says its family-office/family-wealth events bring together core decision makers and strict qualification gates.", "required_packet_delta": "Qualification form, registration path, Hong Kong event brief, family-office CIO one-pager, liquidity/fee explainer, QR factsheet.", "sme_verify": "Does Campden qualification allow manager/provider participation, or is sponsor/partner access required for direct family-office visibility?", "source_path": "https://www.campdenwealth.com/events"}, "confidence": 0.95, "created_at": "2026-06-19 16:04:19", "deadline": "2026-06-26", "id": "official-event-route-campden-16th-asia-pacific-family-office-and-investment-forum-hong-kong-family-office-investment-access-2026-06-25-open", "next_review": null, "signal_date": "2026-06-25", "signal_type": "official_event_route", "status": "open", "strategy": "Hong Kong family-office investment access", "subject_id": "campden-16th-asia-pacific-family-office-and-investment-forum", "subject_name": "Campden 16th Asia-Pacific Family Office and Investment Forum", "subject_type": "conference", "updated_at": "2026-06-19 16:04:19"}
{"amount": "", "attrs": {"action": "Prepare Singapore family-office outreach around responsible capital, frontier innovation, liquidity, and portfolio resilience, using the Campden qualification and registration path.", "expected_fields": ["event_date", "city", "qualification_form", "registration_url", "theme", "family_office_packet", "diligence_faq"], "pattern": "Official Campden page says the forum convenes Asia's leading family offices and investors under a family-office investment future theme.", "required_packet_delta": "Singapore event brief, qualification form, registration path, impact/innovation-aligned quant one-pager, family-office diligence FAQ.", "sme_verify": "Which Singapore forum route creates direct CIO/family principal visibility: qualification, registration, sponsorship, or speaker participation?", "source_path": "https://www.campdenwealth.com/events"}, "confidence": 0.94, "created_at": "2026-06-19 16:04:19", "deadline": "2026-09-10", "id": "official-event-route-campden-17th-asia-pacific-family-office-impact-and-innovation-forum-singapore-family-office-innovation-and-impact-access-2026-09-09-open", "next_review": null, "signal_date": "2026-09-09", "signal_type": "official_event_route", "status": "open", "strategy": "Singapore family-office innovation and impact access", "subject_id": "campden-17th-asia-pacific-family-office-impact-and-innovation-forum", "subject_name": "Campden 17th Asia-Pacific Family Office Impact and Innovation Forum", "subject_type": "conference", "updated_at": "2026-06-19 16:04:19"}
{"amount": "", "attrs": {"action": "Use the Abu Dhabi congress as a Middle East family-office route; prepare a family capital, liquidity, and frontier-technology risk-control packet.", "expected_fields": ["event_date", "city", "registration_url", "region", "family_owner_audience", "mena_relevance", "sponsor_or_speaker_route"], "pattern": "Official Campden page lists the Abu Dhabi congress and frames it around family capital, transformation, and family-office owners.", "required_packet_delta": "Abu Dhabi event brief, registration path, family-owner one-pager, MENA relevance, liquidity/fee terms, sponsor/speaker route.", "sme_verify": "Is Campden Abu Dhabi best approached through sponsor access, speaker route, or qualification-based attendance?", "source_path": "https://www.campdenwealth.com/events"}, "confidence": 0.94, "created_at": "2026-06-19 16:04:19", "deadline": "2026-10-22", "id": "official-event-route-campden-global-owners-and-family-office-congress-2026-abu-dhabi-global-family-owner-and-family-office-access-2026-10-20-open", "next_review": null, "signal_date": "2026-10-20", "signal_type": "official_event_route", "status": "open", "strategy": "Abu Dhabi global family-owner and family-office access", "subject_id": "campden-global-owners-and-family-office-congress-2026", "subject_name": "Campden Global Owners and Family Office Congress 2026", "subject_type": "conference", "updated_at": "2026-06-19 16:04:19"}
{"amount": "", "attrs": {"action": "Add the Palm Beach forum to the family-office outreach calendar with a North America family-office packet and a sponsor/speaker qualification check.", "expected_fields": ["event_date", "city", "registration_url", "audience_type", "sponsor_or_speaker_route", "family_office_packet", "follow_up_packet"], "pattern": "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.", "required_packet_delta": "Palm Beach event brief, registration path, family-office CIO one-pager, sponsor/speaker route, QR factsheet, post-event follow-up packet.", "sme_verify": "Does the Palm Beach forum expose sponsor and speaker rosters publicly, or require partner access?", "source_path": "https://www.campdenwealth.com/events"}, "confidence": 0.93, "created_at": "2026-06-19 16:04:19", "deadline": "2026-11-19", "id": "official-event-route-campden-21st-north-american-family-office-forum-north-american-family-office-access-2026-11-18-open", "next_review": null, "signal_date": "2026-11-18", "signal_type": "official_event_route", "status": "open", "strategy": "North American family-office access", "subject_id": "campden-21st-north-american-family-office-forum", "subject_name": "Campden 21st North American Family Office Forum", "subject_type": "conference", "updated_at": "2026-06-19 16:04:19"}
{"amount": "", "attrs": {"action": "Extract the proposal and manager-opportunity fields into a manager-ready submission packet for systematic public strategies.", "expected_fields": ["strategy", "aum", "track_record", "fees", "liquidity", "implementation_fit", "references", "submission_path", "strategy_category", "minimum_aum", "contact_method", "status_date", "document_url"], "local_evidence": ["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]"], "pattern": "Proposal portals only help when they expose the actual intake packet rather than a generic contact form.", "required_packet_delta": "Full proposal packet plus qualification checklist and contact path for public manager intake.", "sme_verify": "Does the portal accept live submissions from new managers, or is it informational only?", "source_path": "data/recovered_loop_tick63_board_packet_named_people.json"}, "confidence": 0.95, "created_at": "2026-06-19 16:04:19", "deadline": null, "id": "source-upgrade-packet-delta-calpers-intake-surfaces-proposal-intake-and-manager-qualification-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "source_upgrade_packet_delta", "status": "monitor", "strategy": "proposal intake and manager qualification", "subject_id": "calpers-intake-surfaces", "subject_name": "CalPERS intake surfaces", "subject_type": "public_pension", "updated_at": "2026-06-19 16:04:19"}
{"amount": "", "attrs": {"action": "Pull the board archive into a meeting digest that exposes committee-level agenda items, presenters, motions, and closed-session references.", "expected_fields": ["meeting_date", "committee", "agenda_item", "presenter", "board_member", "motion_or_vote", "closed_session_reference", "attachment_index", "document_url"], "local_evidence": ["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", "data/recovered_loop_tick63_board_packet_named_people.json: named_people=[Anton Orlich, Derek Walker]"], "pattern": "The board archive is most useful when it exposes agenda items that map to manager review or replacement.", "required_packet_delta": "Meeting date, committee, agenda item, presenter, board member, motion or vote, closed-session reference, attachment index, and document URL.", "sme_verify": "Which agenda items map to manager review or replacement rather than routine governance?", "source_path": "data/recovered_loop_tick63_board_packet_named_people.json"}, "confidence": 0.96, "created_at": "2026-06-19 16:04:19", "deadline": null, "id": "source-upgrade-packet-delta-calpers-board-meetings-board-and-investment-committee-agenda-review-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "source_upgrade_packet_delta", "status": "monitor", "strategy": "board and investment committee agenda review", "subject_id": "calpers-board-meetings", "subject_name": "CalPERS Board Meetings", "subject_type": "public_pension_board", "updated_at": "2026-06-19 16:04:19"}
{"amount": "", "attrs": {"action": "Extract the July board-book items into a packet that exposes approvals, commitments, speaker names, and manager-change evidence.", "expected_fields": ["board_date", "agenda_item", "approval", "vote", "speaker", "committee", "manager_change", "attachment_list", "document_url"], "local_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", "data/recovered_loop_tick63_board_packet_named_people.json: deadline=2026-07-16"], "pattern": "Board books are the best source when committee motions or approvals move manager decisions.", "required_packet_delta": "Board date, agenda item, approval, vote, speaker, committee, manager change, attachment list, and document URL.", "sme_verify": "Do the materials include an approval or a manager change, or only a presentation deck?", "source_path": "data/recovered_loop_tick63_board_packet_named_people.json"}, "confidence": 0.91, "created_at": "2026-06-19 16:04:19", "deadline": "2026-07-16", "id": "source-upgrade-packet-delta-teacher-retirement-system-of-texas-trs-board-materials-committee-approval-and-manager-change-review-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "source_upgrade_packet_delta", "status": "monitor", "strategy": "committee approval and manager-change review", "subject_id": "teacher-retirement-system-of-texas-trs-board-materials", "subject_name": "Teacher Retirement System of Texas (TRS) board materials", "subject_type": "public_pension_board", "updated_at": "2026-06-19 16:04:19"}
{"amount": "", "attrs": {"action": "Split trustee packets from onboarding tape and extract enough staff/trustee evidence to identify the real approval path.", "expected_fields": ["trustee_date", "iac_date", "agenda_item", "policy_change", "mandate_language", "approval", "staff_or_trustee", "quarter", "manager", "asset_class", "mandate", "commitment_or_allocation", "consultant", "selection_date", "document_url"], "local_evidence": ["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", "data/recovered_loop_tick63_board_packet_named_people.json: named_people=[Lamar Taylor]"], "pattern": "Trustee packets can reveal policy shifts, manager approvals, and mandate changes before manager databases reflect them.", "required_packet_delta": "Agenda items, policy changes, mandate language, approval status, staff and trustee names, plus onboarding tape fields.", "sme_verify": "Which agenda items map to manager approval versus routine governance?", "source_path": "data/recovered_loop_tick63_board_packet_named_people.json"}, "confidence": 0.9, "created_at": "2026-06-19 16:04:19", "deadline": null, "id": "source-upgrade-packet-delta-florida-sba-trustee-and-onboarding-surfaces-policy-mandate-and-manager-approval-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "source_upgrade_packet_delta", "status": "monitor", "strategy": "policy, mandate, and manager approval", "subject_id": "florida-sba-trustee-and-onboarding-surfaces", "subject_name": "Florida SBA trustee and onboarding surfaces", "subject_type": "public_pension", "updated_at": "2026-06-19 16:04:19"}
{"amount": "", "attrs": {"action": "Keep UTIMCO as a packet target until the board archive exposes named staff or meeting-level attachments rather than only a generic resource hub.", "expected_fields": ["meeting_date", "book_section", "agenda_item", "allocation_item", "manager_item", "approval", "audio_url", "document_url", "named_staff"], "local_evidence": ["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", "data/recovered_loop_tick63_board_packet_named_people.json: named_people=[]"], "pattern": "Endowment-system board archives are most useful when they expose attachment-level details and named actors.", "required_packet_delta": "Agenda, board-book sections, allocation items, manager items, approval notes, audio index, and named staff or board contacts.", "sme_verify": "Which sections show actual allocation or manager actions rather than background reporting?", "source_path": "data/recovered_loop_tick63_board_packet_named_people.json"}, "confidence": 0.9, "created_at": "2026-06-19 16:04:19", "deadline": null, "id": "official-source-gap-utimco-meeting-resources-allocation-and-manager-change-review-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "official_source_gap", "status": "monitor", "strategy": "allocation and manager-change review", "subject_id": "utimco-meeting-resources", "subject_name": "UTIMCO Meeting Resources", "subject_type": "endowment_board", "updated_at": "2026-06-19 16:04:19"}
{"amount": "", "attrs": {"action": "Extract agenda, motion, vote, attendee, attachment index, manager hits, and consultant hits, while preserving the negative RFP page as a monitor.", "expected_fields": ["meeting_date", "committee", "agenda_item", "motion", "vote", "attendee", "attachment", "document_url", "named_staff"], "local_evidence": ["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", "data/recovered_loop_tick63_board_packet_named_people.json: named_people=[]"], "pattern": "Recurring committee agenda archives can surface review and replacement cues before a formal search appears.", "required_packet_delta": "Agenda, motion, vote, attendee, attachment index, manager and consultant hits, plus open-cycle status and named staff.", "sme_verify": "Which agenda items map to manager review or replacement rather than admin matters?", "source_path": "data/recovered_loop_tick63_board_packet_named_people.json"}, "confidence": 0.84, "created_at": "2026-06-19 16:04:19", "deadline": null, "id": "official-source-gap-kcera-board-and-rfp-monitor-committee-review-and-replacement-timing-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "official_source_gap", "status": "monitor", "strategy": "committee review and replacement timing", "subject_id": "kcera-board-and-rfp-monitor", "subject_name": "KCERA board and RFP monitor", "subject_type": "public_pension_board", "updated_at": "2026-06-19 16:04:19"}
{"amount": "", "attrs": {"action": "Treat Mercer as a named-contact route until a public alternatives or OCIO search page proves a live intake surface.", "expected_fields": ["investment_research_people", "alternative_research_process", "manager_database", "client_segments", "source_url"], "local_evidence": ["data/recovered_loop_tick63_consultant_people_action_map.json: subject_name=Mercer", "data/recovered_loop_tick63_consultant_people_action_map.json: packet_fields=[investment_research_people, alternative_research_process, manager_database, client_segments, source_url]", "data/recovered_loop_tick63_consultant_people_action_map.json: sme_verification_question='Does Mercer expose a public alternatives or OCIO search page, or is the real route only via named people and private outreach?'"], "pattern": "The local queue treats Mercer as thin on public search mechanics, so named contacts and research workflow fields matter most.", "required_packet_delta": "Public alternatives or OCIO search page, manager database proof, client-segment framing, source URL, or a direct named-contact route.", "sme_verify": "Does Mercer expose a public alternatives or OCIO search page, or is the real route only via named people and private outreach?", "source_path": "data/recovered_loop_tick63_consultant_people_action_map.json"}, "confidence": 0.82, "created_at": "2026-06-19 16:04:19", "deadline": null, "id": "official-source-gap-mercer-global-alternatives-and-ocio-advisor-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "official_source_gap", "status": "monitor", "strategy": "global alternatives and OCIO advisor", "subject_id": "mercer", "subject_name": "Mercer", "subject_type": "vendor", "updated_at": "2026-06-19 16:04:19"}
{"amount": "", "attrs": {"action": "Treat Aksia as live only after the MAX or portal surface proves manager intake, rather than assuming the advisory row is enough.", "expected_fields": ["portal_path", "manager_packet_fields", "odd_fields", "risk_reporting_fields", "client_retrieval_surface", "named_research_people"], "local_evidence": ["data/recovered_loop_tick63_consultant_people_action_map.json: subject_name=Aksia", "data/recovered_loop_tick63_consultant_people_action_map.json: packet_fields=[portal_path, manager_packet_fields, odd_fields, risk_reporting_fields, client_retrieval_surface, named_research_people]", "data/recovered_loop_tick63_consultant_people_action_map.json: sme_verification_question='Which Aksia surface is operative for manager intake: MAX, manager portal, or the client retrieval layer?'"], "pattern": "Aksia should surface as hedge-fund screening plus ODD, not generic institutional consulting.", "required_packet_delta": "Portal path, manager packet fields, ODD fields, risk-reporting fields, client retrieval surface, and named research people.", "sme_verify": "Which Aksia surface is operative for manager intake: MAX, manager portal, or the client retrieval layer?", "source_path": "data/recovered_loop_tick63_consultant_people_action_map.json"}, "confidence": 0.9, "created_at": "2026-06-19 16:04:19", "deadline": null, "id": "official-source-gap-aksia-hedge-fund-screening-and-odd-advisory-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "official_source_gap", "status": "monitor", "strategy": "hedge fund screening and ODD advisory", "subject_id": "aksia", "subject_name": "Aksia", "subject_type": "vendor", "updated_at": "2026-06-19 16:04:19"}
{"amount": "", "attrs": {"action": "Keep CAPTRUST as a fiduciary-adviser lead until the intake page or RFP workflow proves direct manager screening.", "expected_fields": ["ocio_manager_intake", "fiduciary_research", "consultant_screen", "rfp_workflow", "source_url"], "local_evidence": ["data/recovered_loop_tick63_consultant_people_action_map.json: subject_name=CAPTRUST", "data/recovered_loop_tick63_consultant_people_action_map.json: packet_fields=[ocio_manager_intake, fiduciary_research, consultant_screen, rfp_workflow, source_url]", "data/recovered_loop_tick63_consultant_people_action_map.json: sme_verification_question='Does CAPTRUST screen managers directly, or only refer them through a broader adviser process?'"], "pattern": "Large OCIO and fiduciary advisers are hidden gatekeepers for outsourced capital and need fast, operationally clear packets.", "required_packet_delta": "OCIO intake page, fiduciary screen, consultant screen, RFP workflow, source URL, and proof of direct manager screening.", "sme_verify": "Does CAPTRUST screen managers directly, or only refer them through a broader adviser process?", "source_path": "data/recovered_loop_tick63_consultant_people_action_map.json"}, "confidence": 0.84, "created_at": "2026-06-19 16:04:19", "deadline": null, "id": "official-source-gap-captrust-ocio-and-fiduciary-adviser-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "official_source_gap", "status": "monitor", "strategy": "OCIO and fiduciary adviser", "subject_id": "captrust", "subject_name": "CAPTRUST", "subject_type": "vendor", "updated_at": "2026-06-19 16:04:19"}
{"amount": "", "attrs": {"action": "Normalize speaker and sponsor rosters, then backfill event-to-person edges for recurring forums and awards pages.", "expected_fields": ["event_date", "city", "speaker_name", "speaker_firm", "sponsor_name", "registration_url", "audience_type", "selection_category"], "local_evidence": ["data/recovered_loop_tick63_event_speaker_sponsor_gap_map.json: subject_name=Asian Private Banker event surfaces", "data/recovered_loop_tick63_event_speaker_sponsor_gap_map.json: fields_needed=[speaker_roster, speaker_titles, sponsor_tiers, sponsor_names, session_titles, registration_gates]", "data/recovered_loop_tick63_event_speaker_sponsor_gap_map.json: sme_verify_question='Which APB page exposes the strongest current speaker and sponsor metadata: the summit page, the selection nexus, or the intelligence feed?'"], "pattern": "APB already has event and intelligence surfaces in the local corpus, but the speaker and sponsor fields need a deeper extraction layer.", "required_packet_delta": "Speaker roster, speaker titles, sponsor tiers, sponsor names, session titles, and registration gates.", "sme_verify": "Which APB page exposes the strongest current speaker and sponsor metadata: the summit page, the selection nexus, or the intelligence feed?", "source_path": "data/recovered_loop_tick63_event_speaker_sponsor_gap_map.json"}, "confidence": 0.95, "created_at": "2026-06-19 16:04:19", "deadline": null, "id": "source-upgrade-packet-delta-asian-private-banker-event-surfaces-apac-private-bank-event-routing-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "source_upgrade_packet_delta", "status": "monitor", "strategy": "APAC private-bank event routing", "subject_id": "asian-private-banker-event-surfaces", "subject_name": "Asian Private Banker event surfaces", "subject_type": "vendor", "updated_at": "2026-06-19 16:04:19"}
{"amount": "", "attrs": {"action": "Backfill named speakers, sponsor tiers, and event-specific access routes so outreach can target the right forum rather than the brand in general.", "expected_fields": ["event_date", "city", "speaker_name", "speaker_firm", "sponsor_name", "topic", "registration_path"], "local_evidence": ["data/recovered_loop_tick63_event_speaker_sponsor_gap_map.json: subject_name=Hubbis event surfaces", "data/recovered_loop_tick63_event_speaker_sponsor_gap_map.json: fields_needed=[speaker_roster, sponsor_tiers, speaker_application, registration_deadline, event_theme, audience_mix]", "data/recovered_loop_tick63_event_speaker_sponsor_gap_map.json: sme_verify_question='Is the real outreach route through speaker application, event sponsorship, or direct registration on Hubbis?'"], "pattern": "The local corpus already knows Hubbis has registration, sponsorship, and speaking paths, but not enough normalized roster data to automate routing cleanly.", "required_packet_delta": "Speaker roster, sponsor tiers, speaker application, registration deadline, event theme, and audience mix.", "sme_verify": "Is the real outreach route through speaker application, event sponsorship, or direct registration on Hubbis?", "source_path": "data/recovered_loop_tick63_event_speaker_sponsor_gap_map.json"}, "confidence": 0.96, "created_at": "2026-06-19 16:04:19", "deadline": null, "id": "source-upgrade-packet-delta-hubbis-event-surfaces-apac-and-middle-east-private-wealth-routing-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "source_upgrade_packet_delta", "status": "monitor", "strategy": "APAC and Middle East private-wealth routing", "subject_id": "hubbis-event-surfaces", "subject_name": "Hubbis event surfaces", "subject_type": "vendor", "updated_at": "2026-06-19 16:04:19"}
{"amount": "", "attrs": {"action": "Extract delegate registration, sponsor prospectus, speaker page, attendee qualification, and event date so the forum gate is routable.", "expected_fields": ["delegate_registration", "sponsor_prospectus", "speaker_page", "attendee_qualification", "event_date", "allocator_theme"], "local_evidence": ["data/recovered_loop_tick63_event_speaker_sponsor_gap_map.json: subject_name=Campden Wealth forums", "data/recovered_loop_tick63_event_speaker_sponsor_gap_map.json: fields_needed=[delegate_registration, sponsor_prospectus, speaker_page, attendee_qualification, event_date, allocator_theme]", "data/recovered_loop_tick63_event_speaker_sponsor_gap_map.json: sme_verify_question='Which Campden page best exposes the current speaker list and qualification rules?'"], "pattern": "Campden is already represented as a qualified family-office forum, but the event-level metadata needed for pitch routing remains thin.", "required_packet_delta": "Delegate registration, sponsor prospectus, speaker page, attendee qualification, event date, and allocator theme.", "sme_verify": "Which Campden page best exposes the current speaker list and qualification rules?", "source_path": "data/recovered_loop_tick63_event_speaker_sponsor_gap_map.json"}, "confidence": 0.93, "created_at": "2026-06-19 16:04:19", "deadline": null, "id": "source-upgrade-packet-delta-campden-wealth-forums-family-office-forum-access-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "source_upgrade_packet_delta", "status": "monitor", "strategy": "family-office forum access", "subject_id": "campden-wealth-forums", "subject_name": "Campden Wealth forums", "subject_type": "conference", "updated_at": "2026-06-19 16:04:19"}
{"amount": "", "attrs": {"action": "Extract member-firm, event, sponsor, and newsletter or webinar links so the network becomes searchable as a true outreach graph.", "expected_fields": ["member_firm", "event_name", "speaker_name", "sponsor_name", "audience_type", "newsletter_link"], "local_evidence": ["data/recovered_loop_tick63_event_speaker_sponsor_gap_map.json: subject_name=Family Wealth Alliance network", "data/recovered_loop_tick63_event_speaker_sponsor_gap_map.json: fields_needed=[member_firm, event_name, speaker_name, sponsor_name, audience_type, newsletter_link]", "data/recovered_loop_tick63_event_speaker_sponsor_gap_map.json: sme_verify_question='Which Family Wealth Alliance surface is most usable for outreach: the member portal, event calendar, or webinar archive?'"], "pattern": "Family Wealth Alliance is present as a reusable education and sponsor surface, but the member-firm and event-person graph is still thin.", "required_packet_delta": "Member firm, event name, speaker name, sponsor name, audience type, and newsletter link.", "sme_verify": "Which Family Wealth Alliance surface is most usable for outreach: the member portal, event calendar, or webinar archive?", "source_path": "data/recovered_loop_tick63_event_speaker_sponsor_gap_map.json"}, "confidence": 0.94, "created_at": "2026-06-19 16:04:19", "deadline": null, "id": "source-upgrade-packet-delta-family-wealth-alliance-network-multifamily-office-referral-routing-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "source_upgrade_packet_delta", "status": "monitor", "strategy": "multifamily-office referral routing", "subject_id": "family-wealth-alliance-network", "subject_name": "Family Wealth Alliance network", "subject_type": "vendor", "updated_at": "2026-06-19 16:04:19"}
{"amount": "", "attrs": {"action": "Extract current-year speaker roster, sponsor names, meeting-booking path, registration URL, exhibitor list, and allocator segments.", "expected_fields": ["speaker_roster", "sponsor_names", "meeting_booking_path", "registration_url", "exhibitor_list", "allocator_segments"], "local_evidence": ["data/recovered_loop_tick63_event_speaker_sponsor_gap_map.json: subject_name=iConnections Global Alts", "data/recovered_loop_tick63_event_speaker_sponsor_gap_map.json: fields_needed=[speaker_roster, sponsor_names, meeting_booking_path, registration_url, exhibitor_list, allocator_segments]", "data/recovered_loop_tick63_event_speaker_sponsor_gap_map.json: sme_verify_question='Does iConnections prioritize meeting-booking, sponsorship, or registration data for the current Global Alts cycle?'"], "pattern": "The local corpus already has strong speaker evidence for iConnections, but the sponsor and registration metadata is not yet normalized for current-year outreach.", "required_packet_delta": "Speaker roster, sponsor names, meeting-booking path, registration URL, exhibitor list, and allocator segments.", "sme_verify": "Does iConnections prioritize meeting-booking, sponsorship, or registration data for the current Global Alts cycle?", "source_path": "data/recovered_loop_tick63_event_speaker_sponsor_gap_map.json"}, "confidence": 0.9, "created_at": "2026-06-19 16:04:19", "deadline": null, "id": "source-upgrade-packet-delta-iconnections-global-alts-alternative-investment-cap-intro-access-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "source_upgrade_packet_delta", "status": "monitor", "strategy": "alternative-investment cap-intro access", "subject_id": "iconnections-global-alts", "subject_name": "iConnections Global Alts", "subject_type": "conference", "updated_at": "2026-06-19 16:04:19"}
{"amount": "", "attrs": {"action": "Upgrade SALT with sponsor, registration, and current-cycle speaker fields so the corpus can route hedge-fund outreach to the live conference rather than founder-only references.", "expected_fields": ["speaker_roster", "sponsor_roster", "registration_url", "event_date", "venue", "session_topics"], "local_evidence": ["data/recovered_loop_tick63_event_speaker_sponsor_gap_map.json: subject_name=SALT Conference", "data/recovered_loop_tick63_event_speaker_sponsor_gap_map.json: fields_needed=[speaker_roster, sponsor_roster, registration_url, event_date, venue, session_topics]", "data/recovered_loop_tick63_event_speaker_sponsor_gap_map.json: sme_verify_question='Which SALT surface is most actionable for outreach: the conference agenda, the sponsor list, or the registration path?'"], "pattern": "The corpus already knows SALT exists and has speaker examples, but the sponsor and registration layers remain thin.", "required_packet_delta": "Speaker roster, sponsor roster, registration URL, event date, venue, and session topics.", "sme_verify": "Which SALT surface is most actionable for outreach: the conference agenda, the sponsor list, or the registration path?", "source_path": "data/recovered_loop_tick63_event_speaker_sponsor_gap_map.json"}, "confidence": 0.87, "created_at": "2026-06-19 16:04:19", "deadline": null, "id": "source-upgrade-packet-delta-salt-conference-hedge-fund-conference-visibility-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "source_upgrade_packet_delta", "status": "monitor", "strategy": "hedge-fund conference visibility", "subject_id": "salt-conference", "subject_name": "SALT Conference", "subject_type": "conference", "updated_at": "2026-06-19 16:04:19"}
{"amount": "", "attrs": {"action": "Backfill current speaker, sponsor, registration, and emerging-manager fields so Sohn becomes a routable allocator surface.", "expected_fields": ["speaker_roster", "sponsor_roster", "registration_url", "event_date", "venue", "emerging_manager_track"], "local_evidence": ["data/recovered_loop_tick63_event_speaker_sponsor_gap_map.json: subject_name=Sohn Conference", "data/recovered_loop_tick63_event_speaker_sponsor_gap_map.json: fields_needed=[speaker_roster, sponsor_roster, registration_url, event_date, venue, emerging_manager_track]", "data/recovered_loop_tick63_event_speaker_sponsor_gap_map.json: sme_verify_question='Does Sohn expose a current speaker roster and sponsor list, or only historical references and founder context?'"], "pattern": "The local corpus has founder/context references for Sohn but no normalized event page or roster data.", "required_packet_delta": "Speaker roster, sponsor roster, registration URL, event date, venue, and emerging-manager track.", "sme_verify": "Does Sohn expose a current speaker roster and sponsor list, or only historical references and founder context?", "source_path": "data/recovered_loop_tick63_event_speaker_sponsor_gap_map.json"}, "confidence": 0.86, "created_at": "2026-06-19 16:04:19", "deadline": null, "id": "source-upgrade-packet-delta-sohn-conference-hedge-fund-allocator-visibility-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "source_upgrade_packet_delta", "status": "monitor", "strategy": "hedge-fund allocator visibility", "subject_id": "sohn-conference", "subject_name": "Sohn Conference", "subject_type": "conference", "updated_at": "2026-06-19 16:04:19"}
{"amount": "", "attrs": {"action": "Locate a Hedgeweek event, awards, or summit page before treating it as a live outreach node.", "expected_fields": ["event_page", "speaker_roster", "sponsor_roster", "registration_url", "awards_page", "contact_route"], "local_evidence": ["data/recovered_loop_tick63_event_speaker_sponsor_gap_map.json: subject_name=Hedgeweek event surfaces", "data/recovered_loop_tick63_event_speaker_sponsor_gap_map.json: source_path=local corpus search", "data/recovered_loop_tick63_event_speaker_sponsor_gap_map.json: sme_verify_question='Is Hedgeweek in this use case an event organizer, an awards brand, or only a media property?'"], "pattern": "No local docs or data hit currently proves a Hedgeweek event surface, so the corpus should not treat it as routable yet.", "required_packet_delta": "Event page, speaker roster, sponsor roster, registration URL, awards page, and contact route.", "sme_verify": "Is Hedgeweek in this use case an event organizer, an awards brand, or only a media property?", "source_path": "data/recovered_loop_tick63_event_speaker_sponsor_gap_map.json"}, "confidence": 0.78, "created_at": "2026-06-19 16:04:19", "deadline": null, "id": "official-source-gap-hedgeweek-event-surfaces-hedge-fund-media-and-awards-routing-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "official_source_gap", "status": "monitor", "strategy": "hedge-fund media and awards routing", "subject_id": "hedgeweek-event-surfaces", "subject_name": "Hedgeweek event surfaces", "subject_type": "vendor", "updated_at": "2026-06-19 16:04:19"}
{"amount": "", "attrs": {"action": "Find the GAIM event calendar or summit page before treating it as a routable alternatives-event family.", "expected_fields": ["event_page", "speaker_roster", "sponsor_roster", "registration_url", "city", "conference_series"], "local_evidence": ["data/recovered_loop_tick63_event_speaker_sponsor_gap_map.json: subject_name=GAIM alternatives events", "data/recovered_loop_tick63_event_speaker_sponsor_gap_map.json: source_path=local corpus search", "data/recovered_loop_tick63_event_speaker_sponsor_gap_map.json: sme_verify_question='Which GAIM page is the real routable surface: the conference homepage, a specific summit, or a sponsor directory?'"], "pattern": "No local docs or data hit currently proves a GAIM event surface, so the corpus should keep it as a source-upgrade target.", "required_packet_delta": "Event page, speaker roster, sponsor roster, registration URL, city, and conference series.", "sme_verify": "Which GAIM page is the real routable surface: the conference homepage, a specific summit, or a sponsor directory?", "source_path": "data/recovered_loop_tick63_event_speaker_sponsor_gap_map.json"}, "confidence": 0.79, "created_at": "2026-06-19 16:04:19", "deadline": null, "id": "official-source-gap-gaim-alternatives-events-alternatives-conference-routing-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "official_source_gap", "status": "monitor", "strategy": "alternatives-conference routing", "subject_id": "gaim-alternatives-events", "subject_name": "GAIM alternatives events", "subject_type": "conference", "updated_at": "2026-06-19 16:04:19"}
{"amount": "", "attrs": {"action": "Confirm whether Context365 is an event brand, media brand, or something else before extracting any speaker, sponsor, or registration metadata.", "expected_fields": ["entity_type", "event_page", "speaker_roster", "sponsor_roster", "registration_url", "contact_route"], "local_evidence": ["data/recovered_loop_tick63_event_speaker_sponsor_gap_map.json: subject_name=Context365 hedge-fund event surface", "data/recovered_loop_tick63_event_speaker_sponsor_gap_map.json: source_path=local corpus search", "data/recovered_loop_tick63_event_speaker_sponsor_gap_map.json: sme_verify_question='What is Context365 in this workflow: an event organizer, a publication, or a data provider?'"], "pattern": "No local docs or data hit currently ties Context365 to a routable event, so it remains a verification target rather than a true outreach node.", "required_packet_delta": "Entity type, event page, speaker roster, sponsor roster, registration URL, and contact route.", "sme_verify": "What is Context365 in this workflow: an event organizer, a publication, or a data provider?", "source_path": "data/recovered_loop_tick63_event_speaker_sponsor_gap_map.json"}, "confidence": 0.74, "created_at": "2026-06-19 16:04:19", "deadline": null, "id": "official-source-gap-context365-hedge-fund-event-surface-unverified-event-or-media-routing-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "official_source_gap", "status": "monitor", "strategy": "unverified event or media routing", "subject_id": "context365-hedge-fund-event-surface", "subject_name": "Context365 hedge-fund event surface", "subject_type": "vendor", "updated_at": "2026-06-19 16:04:19"}
{"amount": "", "attrs": {"action": "Apply as an Asset Manager/Hedge Fund and prepare allocator-facing materials for macro, quant, fintech-adjacent alpha, and bilateral-networking conversations.", "chatbot_surfaces": ["public web", "SALT event page", "internal event app", "allocator meeting scheduler"], "expected_fields": ["event_date", "venue", "attendee_type", "application_status", "allocator_category", "sponsor_inquiry", "bilateral_meeting_plan"], "pattern": "SALT London exposes an approved-registration gate, asset-manager and allocator categories, and explicit bilateral networking among 300 alternative-investment participants.", "required_packet_delta": "Approved-registration application, hedge fund category fit, allocator one-pager, macro/quant thesis, meeting-request script, sponsor inquiry follow-up.", "sme_verify": "Does SALT London allocate meetings through approval-only registration, sponsor access, or a separate event app workflow?", "source_path": "https://www.salt.org/events/salt-london-2026"}, "confidence": 0.98, "created_at": "2026-06-19 16:08:02", "deadline": "2026-11-04", "id": "official-event-route-salt-london-2026-london-alternative-investment-allocator-route-2026-11-03-open", "next_review": null, "signal_date": "2026-11-03", "signal_type": "official_event_route", "status": "open", "strategy": "London alternative-investment allocator route", "subject_id": "salt-london-2026", "subject_name": "SALT London 2026", "subject_type": "conference", "updated_at": "2026-06-19 16:08:02"}
{"amount": "", "attrs": {"action": "Apply if the quant strategy has digital-assets, market-structure, AI decentralization, or institutional adoption relevance; prepare sponsor/speaker suggestion and allocator-meeting packet.", "chatbot_surfaces": ["public web", "SALT event page", "SALT alerts", "LinkedIn", "X", "internal event app"], "expected_fields": ["event_date", "venue", "attendee_type", "approval_status", "allocator_category", "sponsor_application", "speaker_suggestion"], "pattern": "Registration and sponsorship applications are open for an invitation-only investor event with asset-manager, allocator, service-provider, government, and media attendee categories.", "required_packet_delta": "Approval application, digital-assets relevance memo, risk controls, allocator-category routing, sponsorship inquiry, speaker suggestion, media policy.", "sme_verify": "For WBS, are hedge-fund managers more likely to get allocator meetings through asset-manager approval, sponsorship, speaker suggestion, or relationship introduction?", "source_path": "https://www.salt.org/events/wyoming-blockchain-symposium-2026"}, "confidence": 0.97, "created_at": "2026-06-19 16:08:02", "deadline": "2026-08-20", "id": "official-event-route-wyoming-blockchain-symposium-2026-digital-assets-allocator-and-policy-route-2026-08-17-open", "next_review": null, "signal_date": "2026-08-17", "signal_type": "official_event_route", "status": "open", "strategy": "digital-assets allocator and policy route", "subject_id": "wyoming-blockchain-symposium-2026", "subject_name": "Wyoming Blockchain Symposium 2026", "subject_type": "conference", "updated_at": "2026-06-19 16:08:02"}
{"amount": "", "attrs": {"action": "Treat Sohn as an influence and proof-point surface rather than a generic sponsorship buy; map New York, Monaco, Montreal, San Francisco, Tokyo, London, and Australia/New Zealand dates to idea-pitch, speaker, and allocator-observer routes.", "chatbot_surfaces": ["public web", "Sohn conference page", "LinkedIn", "YouTube", "media recaps"], "expected_fields": ["event_city", "event_date", "speaker_route", "idea_route", "sponsor_route", "fund_manager_presenters", "post_event_media"], "pattern": "Sohn conferences are recurring global idea-presentation venues for leading fund managers and top investors, creating historical motion signals that SMEs can verify by speaker, idea, and post-event performance.", "required_packet_delta": "Region-specific event dates, speaker or idea-contest route where available, sponsor contact, allocator-observer list, post-event media-monitor plan.", "sme_verify": "Which 2026 Sohn chapters still expose manager speaker access versus only philanthropic attendee access?", "source_path": "https://www.sohnconference.org/conferences"}, "confidence": 0.94, "created_at": "2026-06-19 16:08:02", "deadline": "2026-11-06", "id": "official-event-route-sohn-conference-foundation-2026-global-conferences-hedge-fund-idea-conference-and-influence-network-2026-05-12-active", "next_review": null, "signal_date": "2026-05-12", "signal_type": "official_event_route", "status": "active", "strategy": "hedge-fund idea conference and influence network", "subject_id": "sohn-conference-foundation-2026-global-conferences", "subject_name": "Sohn Conference Foundation 2026 global conferences", "subject_type": "conference", "updated_at": "2026-06-19 16:08:02"}
{"amount": "", "attrs": {"action": "Use the Hong Kong investment forum as a private-bank/family-office pitch window; prepare sponsor, speaker, and event-content routes plus quant-as-portfolio-completion messaging.", "chatbot_surfaces": ["public web", "Hubbis event page", "event content archive", "partner insights", "private-bank internal research"], "expected_fields": ["event_date", "city", "sponsor_route", "speaker_route", "registration_route", "audience_type", "event_content_route"], "pattern": "Hubbis lists a dated Hong Kong investment forum and states that its events are attended by key decision-makers at private banks, retail banks, IAMs, and family offices.", "required_packet_delta": "Sponsor route, speaker route, registration route, private-bank selector one-pager, advisor FAQ, event-content follow-up.", "sme_verify": "Does Hubbis Hong Kong investment access work better through sponsorship, speaker submission, or direct registration?", "source_path": "https://www.hubbis.com/events/"}, "confidence": 0.97, "created_at": "2026-06-19 16:08:02", "deadline": "2026-09-15", "id": "official-event-route-hubbis-investment-forum-hong-kong-2026-hong-kong-private-bank-and-family-office-investment-route-2026-09-15-open", "next_review": null, "signal_date": "2026-09-15", "signal_type": "official_event_route", "status": "open", "strategy": "Hong Kong private-bank and family-office investment route", "subject_id": "hubbis-investment-forum-hong-kong-2026", "subject_name": "Hubbis Investment Forum Hong Kong 2026", "subject_type": "conference", "updated_at": "2026-06-19 16:08:02"}
{"amount": "", "attrs": {"action": "Use the Singapore investment forum as a second APAC private-wealth pitch window; align quant messaging to investments, technology, digital transformation, family offices, and digital assets themes.", "chatbot_surfaces": ["public web", "Hubbis event page", "event content archive", "partner insights", "private-bank internal research"], "expected_fields": ["event_date", "city", "sponsor_route", "speaker_route", "registration_route", "audience_type", "roadshow_pair"], "pattern": "Hubbis lists the Singapore investment forum two days after Hong Kong, allowing a paired APAC roadshow with consistent private-wealth materials.", "required_packet_delta": "Sponsor route, speaker route, registration route, Singapore private-bank selector packet, family-office FAQ, paired Hong Kong/Singapore follow-up cadence.", "sme_verify": "Which Singapore private-bank platforms and IAMs actually send fund selectors to Hubbis Investment Forum?", "source_path": "https://www.hubbis.com/events/"}, "confidence": 0.97, "created_at": "2026-06-19 16:08:02", "deadline": "2026-09-17", "id": "official-event-route-hubbis-investment-forum-singapore-2026-singapore-private-bank-and-family-office-investment-route-2026-09-17-open", "next_review": null, "signal_date": "2026-09-17", "signal_type": "official_event_route", "status": "open", "strategy": "Singapore private-bank and family-office investment route", "subject_id": "hubbis-investment-forum-singapore-2026", "subject_name": "Hubbis Investment Forum Singapore 2026", "subject_type": "conference", "updated_at": "2026-06-19 16:08:02"}
{"amount": "", "attrs": {"action": "Treat iConnections as both an event brand and a decision-tool surface; optimize manager profile fields, investor-search tags, meeting-request text, availability, and Co-Pilot-visible data before event cycles.", "chatbot_surfaces": ["iConnections web platform", "iConnections mobile platform", "Co-Pilot dashboard", "event app", "allocator search filters"], "expected_fields": ["manager_profile", "strategy_tags", "investor_filters", "meeting_request", "availability", "video_meeting", "attendance_status", "event_statistics"], "pattern": "iConnections exposes the control plane for event meetings: 80+ investor/fund search data points, messaging, scheduling, video meetings, profile editing, meeting requests, attendance monitoring, and event statistics.", "required_packet_delta": "Manager profile taxonomy, strategy tags, allocator fit fields, meeting-request templates, availability windows, event-stat feedback loop, post-meeting follow-up packet.", "sme_verify": "Which iConnections profile fields most strongly determine allocator discovery and meeting acceptance for quant hedge funds?", "source_path": "https://www.iconnections.io/events"}, "confidence": 0.95, "created_at": "2026-06-19 16:08:02", "deadline": null, "id": "decision-tool-surface-iconnections-events-platform-allocator-manager-matching-event-app-data-and-co-pilot-workflow-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "decision_tool_surface", "status": "active", "strategy": "allocator-manager matching, event-app data, and Co-Pilot workflow", "subject_id": "iconnections-events-platform", "subject_name": "iConnections Events Platform", "subject_type": "surface", "updated_at": "2026-06-19 16:08:02"}
{"amount": "", "attrs": {"action": "Keep eVestment strategy records complete and Mercer-consumable: strategy taxonomy, monthly returns, AUM, product capacity, fees, liquidity, risk factors, contacts, and consultant-ready narrative.", "chatbot_surfaces": ["MercerInsight", "eVestment", "consultant internal search", "public web"], "expected_fields": ["strategy_taxonomy", "monthly_returns", "aum", "capacity", "fees", "liquidity", "risk_factors", "consultant_contact", "narrative_summary"], "pattern": "Mercer advertises MercerInsight/eVestment as the research and analytics layer for asset managers and thousands of investment strategies; profile completeness is a first-order AEO/GEO surface for consultant-mediated discovery.", "required_packet_delta": "Complete eVestment profile, MercerInsight-compatible strategy summary, quantitative return/risk data, ODD answers, implementation fit, capacity and liquidity fields.", "sme_verify": "For Mercer-mediated hedge-fund discovery, which eVestment fields most often determine whether a quant strategy reaches a consultant shortlist?", "source_path": "https://www.mercer.com/solutions/investments/"}, "confidence": 0.98, "created_at": "2026-06-19 16:10:00", "deadline": null, "id": "decision-tool-surface-mercerinsight-evestment-asset-manager-research-surface-mercer-evestment-consultant-discovery-and-manager-screening-route-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "decision_tool_surface", "status": "active", "strategy": "Mercer/eVestment consultant discovery and manager-screening route", "subject_id": "mercerinsight-evestment-asset-manager-research-surface", "subject_name": "MercerInsight eVestment asset manager research surface", "subject_type": "consultant_portal", "updated_at": "2026-06-19 16:10:00"}
{"amount": "", "attrs": {"action": "Pre-build Mercer Sentinel-ready ODD answers covering controls, valuation, trade lifecycle, service providers, cybersecurity, compliance, key-person risk, and disaster recovery.", "chatbot_surfaces": ["Mercer Sentinel", "Mercer consultant workflow", "DDQ data room", "internal IC packet"], "expected_fields": ["controls", "valuation", "service_providers", "cybersecurity", "compliance", "key_person", "business_continuity", "trade_lifecycle"], "pattern": "Mercer Sentinel is explicitly positioned as due diligence and operational-risk mitigation across asset managers and service providers, so weak ODD can block otherwise strong performance stories.", "required_packet_delta": "ODD questionnaire, service-provider map, controls narrative, compliance policies, cybersecurity posture, valuation policy, trade operations, disaster recovery.", "sme_verify": "Which Mercer Sentinel ODD failures most often cause hedge-fund managers to be dropped after investment research approval?", "source_path": "https://www.mercer.com/solutions/investments/"}, "confidence": 0.96, "created_at": "2026-06-19 16:10:00", "deadline": null, "id": "odd-gate-mercer-sentinel-operational-due-diligence-surface-operational-due-diligence-gate-before-mercer-client-recommendation-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "odd_gate", "status": "active", "strategy": "operational due diligence gate before Mercer client recommendation", "subject_id": "mercer-sentinel-operational-due-diligence-surface", "subject_name": "Mercer Sentinel operational due diligence surface", "subject_type": "consultant_portal", "updated_at": "2026-06-19 16:10:00"}
{"amount": "", "attrs": {"action": "Treat Aksia Manager Portal as the first maintenance surface; keep strategy, organization, personnel, performance, risk, ODD, and contact records current before outreach to named Aksia hedge-fund researchers.", "chatbot_surfaces": ["Aksia Manager Portal", "Aksia MAX", "client research portal", "DDQ data room"], "expected_fields": ["portal_status", "firm_profile", "strategy_profile", "performance", "risk_reports", "odd_packet", "contacts", "last_updated"], "pattern": "Aksia publicly exposes a Manager Portal while describing a research-centered alternatives process, making the portal a likely control-plane input to screening.", "required_packet_delta": "Manager portal credentials/status, firm profile, strategy profile, performance history, risk reports, ODD packet, named contact map, update cadence.", "sme_verify": "Does Aksia's Manager Portal create screening visibility for hedge funds, or is it only used after a relationship has begun?", "source_path": "https://www.aksia.com/"}, "confidence": 0.97, "created_at": "2026-06-19 16:10:00", "deadline": null, "id": "decision-tool-surface-aksia-manager-portal-aksia-manager-facing-intake-and-data-maintenance-route-2026-06-19-open", "next_review": null, "signal_date": "2026-06-19", "signal_type": "decision_tool_surface", "status": "open", "strategy": "Aksia manager-facing intake and data maintenance route", "subject_id": "aksia-manager-portal", "subject_name": "Aksia Manager Portal", "subject_type": "consultant_portal", "updated_at": "2026-06-19 16:10:00"}
{"amount": "", "attrs": {"action": "Pitch Aksia with a combined investment/ODD packet: strategy edge, team strength, alignment, qualitative and quantitative risks, conflicts, culture, capital-safeguarding controls, and fit with small/mid-sized manager sourcing.", "chatbot_surfaces": ["Aksia MAX", "Aksia Manager Portal", "client research portal", "internal IC packet"], "expected_fields": ["strategy_edge", "team_strength", "alignment", "quantitative_risk", "qualitative_risk", "conflicts", "culture", "capital_safeguarding", "capacity"], "pattern": "Aksia says it supervises $70B in hedge funds, covers 50+ sub-strategies, and emphasizes skeptical manager selection plus investigative ODD.", "required_packet_delta": "Strategy edge memo, team/alignment evidence, quantitative risk deck, ODD controls, conflicts register, culture/process notes, capacity and implementation fit.", "sme_verify": "For Aksia hedge-fund approval, what is the failure sequence: investment thesis first, ODD first, or client-specific portfolio fit first?", "source_path": "https://www.aksia.com/"}, "confidence": 0.98, "created_at": "2026-06-19 16:10:00", "deadline": null, "id": "odd-gate-aksia-hedge-fund-research-and-odd-workflow-aksia-hedge-fund-selection-and-operational-due-diligence-gate-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "odd_gate", "status": "active", "strategy": "Aksia hedge-fund selection and operational due diligence gate", "subject_id": "aksia-hedge-fund-research-and-odd-workflow", "subject_name": "Aksia hedge fund research and ODD workflow", "subject_type": "consultant_portal", "updated_at": "2026-06-19 16:10:00"}
{"amount": "", "attrs": {"action": "Treat Mercer as a named-contact route until a public alternatives or OCIO search page proves a live intake surface.", "packet_fields": ["investment_research_people", "alternative_research_process", "manager_database", "client_segments", "source_url"], "pattern": "The local queue treats Mercer as thin on public search mechanics, so named contacts and research workflow fields matter most.", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md"}, "confidence": 0.82, "created_at": "2026-06-19 16:10:00", "deadline": null, "id": "consultant-search-surface-mercer-alternatives-consulting-ocio-search-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "consultant_search_surface", "status": "active", "strategy": "alternatives consulting / OCIO search", "subject_id": "mercer", "subject_name": "Mercer", "subject_type": "vendor", "updated_at": "2026-06-19 16:10:00"}
{"amount": "", "attrs": {"action": "Prepare a Callan-facing packet that can route through an RFP watchlist and consultant database review.", "packet_fields": ["consultant_people", "client_plan", "mandate", "rfp_network", "deadline", "board_packet", "search_status"], "pattern": "Callan is most useful when manager visibility is tied to the search window and the consultant workflow, not just firm marketing.", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md"}, "confidence": 0.88, "created_at": "2026-06-19 16:10:00", "deadline": null, "id": "consultant-search-surface-callan-alternatives-consulting-rfp-gatekeeper-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "consultant_search_surface", "status": "active", "strategy": "alternatives consulting / RFP gatekeeper", "subject_id": "callan", "subject_name": "Callan", "subject_type": "vendor", "updated_at": "2026-06-19 16:10:00"}
{"amount": "", "attrs": {"action": "Build a Cambridge packet around manager visibility, research cadence, and allocator fit for hedge fund screening.", "packet_fields": ["manager_count", "annual_meeting_volume", "hedge_fund_research_process", "allocators", "research_leads"], "pattern": "Cambridge's manager-meeting cadence is itself a gatekeeping signal, so packet clarity matters more than broad brand language.", "source_path": "docs/quant-person-gap-outreach-queue.md"}, "confidence": 0.86, "created_at": "2026-06-19 16:10:00", "deadline": null, "id": "consultant-gatekeeper-cambridge-associates-private-markets-and-hedge-fund-advisor-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "consultant_gatekeeper", "status": "active", "strategy": "private markets and hedge fund advisor", "subject_id": "cambridge-associates", "subject_name": "Cambridge Associates", "subject_type": "vendor", "updated_at": "2026-06-19 16:10:00"}
{"amount": "", "attrs": {"action": "Package the manager brief as a screening-ready data-room packet with ODD and risk fields already normalized.", "packet_fields": ["portal_path", "manager_packet_fields", "odd_fields", "risk_reporting_fields", "client_retrieval_surface", "named_research_people"], "pattern": "Aksia should surface as hedge-fund screening plus ODD, not generic institutional consulting.", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md"}, "confidence": 0.9, "created_at": "2026-06-19 16:10:00", "deadline": null, "id": "consultant-portal-surface-aksia-hedge-fund-screening-odd-private-credit-advisory-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "consultant_portal_surface", "status": "active", "strategy": "hedge fund screening / ODD / private credit advisory", "subject_id": "aksia", "subject_name": "Aksia", "subject_type": "vendor", "updated_at": "2026-06-19 16:10:00"}
{"amount": "", "attrs": {"action": "Write the packet as an implementation and research fit note, not as a generic consultant intro.", "packet_fields": ["hedge_fund_research_people", "client_segments", "manager_database", "odm_or_odd_fields", "source_url"], "pattern": "Albourne works best when the content is split into research, QDD, regional coverage, and implementation surfaces.", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md"}, "confidence": 0.84, "created_at": "2026-06-19 16:10:00", "deadline": null, "id": "consultant-research-surface-albourne-independent-alternatives-consultant-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "consultant_research_surface", "status": "active", "strategy": "independent alternatives consultant", "subject_id": "albourne", "subject_name": "Albourne", "subject_type": "vendor", "updated_at": "2026-06-19 16:10:00"}
{"amount": "", "attrs": {"action": "Prepare a Wilshire packet that separates alternatives managed accounts from governance and risk oversight.", "packet_fields": ["manager_research_team", "alternatives_platform", "consultant_search_language", "client_segments", "workflow_surface"], "pattern": "Wilshire should not be collapsed into a generic consultant node because the alternatives workflow and risk workflow are separate.", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md"}, "confidence": 0.83, "created_at": "2026-06-19 16:10:00", "deadline": null, "id": "consultant-platform-split-wilshire-investment-consulting-ocio-alternative-assets-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "consultant_platform_split", "status": "active", "strategy": "investment consulting / OCIO / alternative assets", "subject_id": "wilshire", "subject_name": "Wilshire", "subject_type": "vendor", "updated_at": "2026-06-19 16:10:00"}
{"amount": "", "attrs": {"action": "Lead with ownership clarity, then route to an OCIO and institutional-consulting packet that separates advisory economics from product economics.", "packet_fields": ["cerity_verus_people", "ocio_route", "manager_research_process", "institutional_clients", "ownership_conflict_language"], "pattern": "Verus/Cerity needs explicit ownership language and a separate institutional-consulting node.", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md"}, "confidence": 0.77, "created_at": "2026-06-19 16:10:00", "deadline": null, "id": "consultant-channel-cerity-partners-institutional-consulting-verus-investments-institutional-consulting-ocio-ownership-sensitive-route-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "consultant_channel", "status": "active", "strategy": "institutional consulting / OCIO / ownership-sensitive route", "subject_id": "cerity-partners-institutional-consulting-verus-investments", "subject_name": "Cerity Partners Institutional Consulting / Verus Investments", "subject_type": "consultant_channel", "updated_at": "2026-06-19 16:10:00"}
{"amount": "", "attrs": {"action": "Watch the manager-opportunity page for contract expirations and new manager intake.", "pattern": "Public manager-opportunity pages can expose intake before a broader public search becomes visible.", "source_path": "data/recovered_loop_tick39_board_agenda_rfp_monitors.json"}, "confidence": 0.95, "created_at": "2026-06-19 16:10:00", "deadline": null, "id": "monitor-surface-calpers-investment-manager-opportunities-manager-intake-and-qualification-monitoring-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "monitor_surface", "status": "active", "strategy": "manager intake and qualification monitoring", "subject_id": "calpers-investment-manager-opportunities", "subject_name": "CalPERS Investment Manager Opportunities", "subject_type": "public_pension", "updated_at": "2026-06-19 16:10:00"}
{"amount": "", "attrs": {"action": "Mine monthly disclosures for manager hires, transactions, and placement-agent activity.", "pattern": "Monthly disclosures can show manager changes before a formal RFP is visible.", "source_path": "data/recovered_loop_tick39_board_agenda_rfp_monitors.json"}, "confidence": 0.94, "created_at": "2026-06-19 16:10:00", "deadline": null, "id": "monitor-surface-nyscrf-monthly-disclosure-of-investments-and-transactions-monthly-transaction-and-manager-hire-monitoring-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "monitor_surface", "status": "active", "strategy": "monthly transaction and manager-hire monitoring", "subject_id": "nyscrf-monthly-disclosure-of-investments-and-transactions", "subject_name": "NYSCRF Monthly Disclosure of Investments and Transactions", "subject_type": "public_pension", "updated_at": "2026-06-19 16:10:00"}
{"amount": "", "attrs": {"action": "Treat the current no-RFP state as a negative signal and keep monitoring for changes.", "pattern": "A no-RFP page is still useful because it tells you the procurement cycle has not opened yet.", "source_path": "data/recovered_loop_tick39_board_agenda_rfp_monitors.json"}, "confidence": 0.93, "created_at": "2026-06-19 16:10:00", "deadline": null, "id": "monitor-surface-kcera-rfp-page-negative-procurement-signal-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "monitor_surface", "status": "monitor", "strategy": "negative procurement signal", "subject_id": "kcera-rfp-page", "subject_name": "KCERA RFP Page", "subject_type": "public_pension", "updated_at": "2026-06-19 16:10:00"}
{"amount": "", "attrs": {"action": "For every public-pension termination, assemble a replacement packet before the formal RFP appears: incumbent failure thesis, transition plan, fee/liquidity schedule, risk-comparison table, and consultant-ready DDQ.", "pattern": "Replacement opportunities often appear first as termination disclosures, board minutes, consultant renewals, or monthly transaction reports before a public manager search is visible.", "source_path": "docs/quant-signal-validation.md"}, "confidence": 0.92, "created_at": "2026-06-19 16:10:00", "deadline": null, "id": "replacement-motion-pattern-public-pension-low-performer-replacement-pattern-replacement-motion-before-formal-rfp-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "replacement_motion_pattern", "status": "active", "strategy": "replacement motion before formal RFP", "subject_id": "public-pension-low-performer-replacement-pattern", "subject_name": "Public pension low-performer replacement pattern", "subject_type": "pattern", "updated_at": "2026-06-19 16:10:00"}
{"amount": "", "attrs": {"action": "Backfill the current speaker roster, sponsor names, exhibitor list, and meeting-booking path so the cap-intro surface becomes a routable allocator node instead of a historical conference reference.", "deadline_or_window": "next announced cycle", "fields_needed": ["current_cycle_speakers", "sponsor_names", "exhibitor_list", "meeting_booking_url", "registration_url", "allocator_contacts"], "pattern": "The corpus has historical speaker history and attendee scale, but not a normalized current-cycle roster or sponsor workflow.", "sme_verify_question": "Does iConnections expose a live meeting-booking workflow or only conference branding and historical speaker lists?", "source_path": "data/recovered_batches/extracted_tick10_conferences.json; data/quant_pitch_calendar.json"}, "confidence": 0.93, "created_at": "2026-06-19 16:11:59", "deadline": null, "id": "event-field-extraction-iconnections-global-alts-cap-intro-meeting-booking-and-allocator-routing-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "event_field_extraction", "status": "monitor", "strategy": "cap-intro meeting-booking and allocator routing", "subject_id": "iconnections-global-alts", "subject_name": "iConnections Global Alts", "subject_type": "conference", "updated_at": "2026-06-19 16:11:59"}
{"amount": "", "attrs": {"action": "Recover the current sponsor, registration, exhibitor, and speaker roster fields so SALT can be used as a live conference route rather than as a founder-and-history row.", "deadline_or_window": "next announced cycle", "fields_needed": ["current_cycle_speakers", "sponsor_names", "exhibitor_list", "registration_url", "meeting_booking_url", "event_dates"], "pattern": "The local corpus has named speakers for SALT London 2025 and SALT iConnections New York 2024, but not a normalized current-cycle access layer.", "sme_verify_question": "Does SALT currently sell speaker, sponsor, or exhibitor access that can be booked without founder-level contacts?", "source_path": "data/recovered_batches/extracted_tick10_conferences.json; docs/quant-pitch-calendar.md"}, "confidence": 0.91, "created_at": "2026-06-19 16:11:59", "deadline": null, "id": "event-field-extraction-salt-conference-hedge-fund-forum-visibility-and-sponsor-routing-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "event_field_extraction", "status": "monitor", "strategy": "hedge-fund forum visibility and sponsor routing", "subject_id": "salt-conference", "subject_name": "SALT Conference", "subject_type": "conference", "updated_at": "2026-06-19 16:11:59"}
{"amount": "", "attrs": {"action": "Backfill current speaker, sponsor, registration, and emerging-manager fields so Sohn becomes a routable allocator surface instead of a founder-only reference.", "deadline_or_window": "next announced cycle", "fields_needed": ["current_cycle_speakers", "sponsor_names", "registration_url", "emerging_manager_fields", "meeting_booking_url", "exhibitor_list"], "pattern": "The corpus explicitly says Sohn needs current roster and access fields before it can be used for outreach.", "sme_verify_question": "Does Sohn expose a current speaker roster and sponsor list, or only historical references and founder context?", "source_path": "docs/quant-pitch-calendar.md; data/recovered_loop_tick63_event_speaker_sponsor_gap_map.json"}, "confidence": 0.9, "created_at": "2026-06-19 16:11:59", "deadline": null, "id": "event-field-extraction-sohn-conference-allocator-visibility-and-emerging-manager-routing-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "event_field_extraction", "status": "monitor", "strategy": "allocator visibility and emerging-manager routing", "subject_id": "sohn-conference", "subject_name": "Sohn Conference", "subject_type": "conference", "updated_at": "2026-06-19 16:11:59"}
{"amount": "", "attrs": {"action": "Locate a Hedgeweek event, awards, or summit page before treating the brand as a live outreach node; then extract speaker, sponsor, exhibitor, and registration data.", "deadline_or_window": "until event page is found", "fields_needed": ["event_calendar", "speaker_roster", "sponsor_names", "registration_url", "meeting_booking_url", "exhibitor_list"], "pattern": "The local corpus only has a monitor row, so Hedgeweek is still a source-gap rather than a routable event family.", "sme_verify_question": "Is Hedgeweek an event, awards, or media surface in the current cycle?", "source_path": "docs/quant-pitch-calendar.md; data/quant_pitch_calendar.json"}, "confidence": 0.84, "created_at": "2026-06-19 16:11:59", "deadline": null, "id": "source-upgrade-hedgeweek-event-surfaces-hedge-fund-media-and-awards-routing-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "source_upgrade", "status": "monitor", "strategy": "hedge-fund media and awards routing", "subject_id": "hedgeweek-event-surfaces", "subject_name": "Hedgeweek event surfaces", "subject_type": "vendor", "updated_at": "2026-06-19 16:11:59"}
{"amount": "", "attrs": {"action": "Find the GAIM calendar or summit page and extract speakers, sponsors, exhibitors, and registration details before treating it as a routable allocator event family.", "deadline_or_window": "until event page is found", "fields_needed": ["event_calendar", "speaker_roster", "sponsor_names", "registration_url", "meeting_booking_url", "exhibitor_list"], "pattern": "The corpus treats GAIM as a plausible alternatives conference but still lacks a normalized event surface.", "sme_verify_question": "Does GAIM expose an active summit calendar, or only brand references?", "source_path": "docs/quant-pitch-calendar.md; data/quant_pitch_calendar.json"}, "confidence": 0.83, "created_at": "2026-06-19 16:11:59", "deadline": null, "id": "source-upgrade-gaim-alternatives-events-alternatives-conference-routing-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "source_upgrade", "status": "monitor", "strategy": "alternatives conference routing", "subject_id": "gaim-alternatives-events", "subject_name": "GAIM alternatives events", "subject_type": "conference", "updated_at": "2026-06-19 16:11:59"}
{"amount": "", "attrs": {"action": "Confirm whether Context365 is an event brand, a media brand, or something else before extracting any speaker, sponsor, exhibitor, or registration metadata.", "deadline_or_window": "until identity is confirmed", "fields_needed": ["brand_identity", "event_calendar", "speaker_roster", "sponsor_names", "registration_url", "meeting_booking_url"], "pattern": "The local corpus cannot yet prove what Context365 is, so it remains a verification target rather than a routable node.", "sme_verify_question": "What is Context365 in the local corpus: event, media, or platform?", "source_path": "docs/quant-pitch-calendar.md; data/quant_pitch_calendar.json"}, "confidence": 0.79, "created_at": "2026-06-19 16:11:59", "deadline": null, "id": "source-upgrade-context365-hedge-fund-event-surface-brand-identity-verification-before-outreach-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "source_upgrade", "status": "monitor", "strategy": "brand identity verification before outreach", "subject_id": "context365-hedge-fund-event-surface", "subject_name": "Context365 hedge-fund event surface", "subject_type": "vendor", "updated_at": "2026-06-19 16:11:59"}
{"amount": "", "attrs": {"action": "Extract event_date, city, speaker_name, speaker_firm, sponsor_name, registration_url, audience_type, and selection_category so APB can answer who the forum is for and how to access it.", "deadline_or_window": "2026-07-09 and 2026-10-15", "fields_needed": ["event_date", "city", "speaker_name", "speaker_firm", "sponsor_name", "registration_url", "audience_type", "selection_category"], "pattern": "The corpus already maps APB into event, intelligence, and selection surfaces, so the missing work is normalized roster and access fields.", "sme_verify_question": "Which APB route is strongest for manager outreach: selection nexus, summit, or intelligence feed?", "source_path": "docs/quant-pitch-calendar.md; data/recovered_loop_tick62_apac_mena_private_wealth_routes.json"}, "confidence": 0.97, "created_at": "2026-06-19 16:11:59", "deadline": null, "id": "event-field-extraction-asian-private-banker-event-surfaces-apac-private-bank-aeo-geo-routing-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "event_field_extraction", "status": "active", "strategy": "APAC private-bank AEO/GEO routing", "subject_id": "asian-private-banker-event-surfaces", "subject_name": "Asian Private Banker event surfaces", "subject_type": "vendor", "updated_at": "2026-06-19 16:11:59"}
{"amount": "", "attrs": {"action": "Extract delegate registration, sponsor prospectus, speaker page, attendee qualification, and event dates so family-office outreach can use the exact forum gate.", "deadline_or_window": "2026-06-25 to 2026-11-19", "pattern": "The corpus ties Campden to qualification gates, registration paths, and dated family-office forums through late 2026.", "required_packet_delta": "delegate_registration, sponsor_prospectus, speaker_page, attendee_qualification, event_date, allocator_theme", "sme_verify": "Which Campden page best exposes the current speaker list and qualification rules?", "source_path": "docs/quant-pitch-calendar.md; data/recovered_loop_tick65_event_roster_sponsor_depth.json"}, "confidence": 0.95, "created_at": "2026-06-19 16:11:59", "deadline": null, "id": "event-field-extraction-campden-wealth-events-family-office-forum-access-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "event_field_extraction", "status": "active", "strategy": "family-office forum access", "subject_id": "campden-wealth-events", "subject_name": "Campden Wealth events", "subject_type": "conference", "updated_at": "2026-06-19 17:37:28"}
{"amount": "", "attrs": {"action": "Normalize member_firm, event_name, speaker_name, sponsor_name, audience_type, and webinar links so the network becomes a searchable outreach graph.", "deadline_or_window": "ongoing", "fields_needed": ["member_firm", "event_name", "speaker_name", "sponsor_name", "audience_type", "newsletter_link", "webinar_link"], "pattern": "The corpus says the member-firm and event graph is thin, which means the next lift is extraction rather than discovery.", "sme_verify_question": "Which Family Wealth Alliance pages already expose speakers, sponsors, and webinar replay links?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md; docs/quant-pitch-calendar.md"}, "confidence": 0.92, "created_at": "2026-06-19 16:11:59", "deadline": null, "id": "source-upgrade-family-wealth-alliance-multifamily-office-network-normalization-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "source_upgrade", "status": "active", "strategy": "multifamily-office network normalization", "subject_id": "family-wealth-alliance", "subject_name": "Family Wealth Alliance", "subject_type": "vendor", "updated_at": "2026-06-19 16:11:59"}
{"amount": "", "attrs": {"action": "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.", "deadline_or_window": "ongoing", "fields_needed": ["advisor_prompt", "retrieval_surface", "asset_manager_packet", "home_office_fields", "model_portfolio_language", "liquidity_fee_explainer"], "pattern": "The CAIS-Claude integration makes advisor education an answer-engine problem, not just a wholesaling problem.", "sme_verify_question": "Which advisor prompts actually drive retrieval in CAIS x Claude, and which are just marketing copy?", "source_path": "docs/quant-aeo-geo-content-backlog.md; docs/quant-consultant-private-wealth-extraction-queue.md; data/quant_pitch_calendar.json"}, "confidence": 0.98, "created_at": "2026-06-19 16:11:59", "deadline": null, "id": "ai-discovery-surface-cais-x-claude-advisor-surface-advisor-facing-aeo-geo-for-liquid-alternatives-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "ai_discovery_surface", "status": "active", "strategy": "advisor-facing AEO/GEO for liquid alternatives", "subject_id": "cais-x-claude-advisor-surface", "subject_name": "CAIS x Claude advisor surface", "subject_type": "vendor", "updated_at": "2026-06-19 16:11:59"}
{"amount": "", "attrs": {"action": "Prepare iCapital-compatible fund data, subscription workflow details, advisor education copy, diligence metadata, portfolio-fit summaries, and reporting artifacts.", "deadline_or_window": "ongoing", "fields_needed": ["fund_data_fields", "subscription_workflow", "ddq_fields", "advisor_education", "portfolio_fit", "reporting_artifacts"], "pattern": "The operating rail controls whether an advisor can actually recommend a hedge fund, so packaging and workflow compatibility matter as much as the thesis.", "sme_verify_question": "Which iCapital fields are mandatory for onboarding versus useful for discovery only?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md; data/quant_pitch_calendar.json"}, "confidence": 0.97, "created_at": "2026-06-19 16:11:59", "deadline": null, "id": "workflow-retrieval-surface-icapital-marketplace-and-due-diligence-alternatives-distribution-and-diligence-workflow-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "workflow_retrieval_surface", "status": "active", "strategy": "alternatives distribution and diligence workflow", "subject_id": "icapital-marketplace-and-due-diligence", "subject_name": "iCapital marketplace and due diligence", "subject_type": "vendor", "updated_at": "2026-06-19 16:11:59"}
{"amount": "", "attrs": {"action": "Extract the proposal fields into a manager-ready packet and keep the diligence follow-up materials ready.", "expected_fields": ["strategy", "aum", "track_record", "fees", "liquidity", "implementation_fit", "references", "submission_path", "document_url"], "pattern": "Standing secure portals create a live intake route outside formal RFP cycles.", "required_packet_delta": "Portal-ready proposal plus submission path and diligence-ready follow-up packet.", "sme_verify": "Does the secure portal route to a central triage queue, asset-class staff, or an emerging-manager adviser first?", "source_path": "data/quant_pitch_calendar.json"}, "confidence": 0.98, "created_at": "2026-06-19 16:15:18", "deadline": null, "id": "open-request-calpers-investment-proposal-submission-official-portal-direct-proposal-intake-systematic-public-strategies-2026-06-19-open", "next_review": null, "signal_date": "2026-06-19", "signal_type": "open_request", "status": "open", "strategy": "direct proposal intake / systematic public strategies", "subject_id": "calpers-investment-proposal-submission-official-portal", "subject_name": "CalPERS Investment Proposal Submission official portal", "subject_type": "public_pension_surface", "updated_at": "2026-06-19 16:15:18"}
{"amount": "", "attrs": {"evidence_paths": ["data/intel.db", "data/recovered_loop_tick91_public_pension_seed_run_rows.json", "data/recovered_loop_tick84_account_priority_rescore.json"]}, "confidence": 0.99, "created_at": "2026-06-19 16:15:18", "deadline": null, "id": "manager-registration-open-calpers-public-investment-manager-opportunities-public-market-manager-qualification-evestment-path-2026-06-19-open", "next_review": null, "signal_date": "2026-06-19", "signal_type": "manager_registration_open", "status": "open", "strategy": "public market manager qualification / eVestment path", "subject_id": "calpers-public-investment-manager-opportunities", "subject_name": "CalPERS Public Investment Manager Opportunities", "subject_type": "public_pension_surface", "updated_at": "2026-06-20 19:21:16"}
{"amount": "", "attrs": {"action": "Extract committee-level agenda items, presenters, motions, and closed-session references into a named-people packet.", "expected_fields": ["meeting_date", "committee", "agenda_item", "presenter", "board_member", "motion_or_vote", "closed_session_reference", "document_url"], "pattern": "Recurring board archives become source upgrades when they expose motions, presenters, and closed-session headers.", "required_packet_delta": "Meeting packet with meeting date, committee, agenda item, presenter, board member, motion or vote, closed-session reference, and document URL.", "sme_verify": "Which agenda items map to manager review or replacement rather than routine governance?", "source_path": "data/quant_pitch_calendar.json"}, "confidence": 0.96, "created_at": "2026-06-19 16:15:18", "deadline": null, "id": "board-agenda-monitor-calpers-board-meetings-board-and-committee-agenda-review-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "board_agenda_monitor", "status": "active", "strategy": "board and committee agenda review", "subject_id": "calpers-board-meetings", "subject_name": "CalPERS Board Meetings", "subject_type": "public_pension_board", "updated_at": "2026-06-19 16:15:18"}
{"amount": "", "attrs": {"action": "Normalize the March 2026 report into a transaction tape with asset class, manager, transaction type, amount, placement-agent status, and close date.", "expected_fields": ["month", "asset_class", "manager_name", "fund_or_account", "transaction_type", "amount", "existing_relationship", "placement_agent_used", "close_date", "hire_or_termination"], "pattern": "Monthly disclosures are valuable when the transaction fields reveal manager moves before summaries do.", "required_packet_delta": "Monthly transaction tape with month, asset class, manager name, fund or account, transaction type, amount, existing relationship, placement-agent use, close date, and hire or termination flag.", "sme_verify": "Which NYSCRF monthly-report rows are true manager openings or replacements versus routine capital calls or follow-on commitments?", "source_path": "data/quant_pitch_calendar.json"}, "confidence": 0.99, "created_at": "2026-06-19 16:15:18", "deadline": null, "id": "monthly-transaction-report-nyscrf-monthly-disclosure-of-investments-and-transactions-manager-hire-termination-tape-2026-03-active", "next_review": null, "signal_date": "2026-03", "signal_type": "monthly_transaction_report", "status": "active", "strategy": "manager hire / termination tape", "subject_id": "nyscrf-monthly-disclosure-of-investments-and-transactions", "subject_name": "NYSCRF Monthly Disclosure of Investments and Transactions", "subject_type": "public_pension_surface", "updated_at": "2026-06-19 16:15:18"}
{"amount": "", "attrs": {"action": "Map eligibility, graduation, and allocation-path language to the current asset-class partner and contact surface.", "expected_fields": ["eligibility", "aum_threshold", "allocation_path", "graduation_criteria", "program_contact", "asset_class_parameters", "document_url"], "pattern": "Emerging-manager programs matter when graduation criteria map to a real allocation path.", "required_packet_delta": "Emerging-manager packet with eligibility, AUM threshold, allocation path, graduation criteria, program contact, asset-class parameters, and document URL.", "sme_verify": "Does graduation still map to a live allocation path or only to general program status?", "source_path": "docs/quant-board-packet-extraction-queue.md"}, "confidence": 0.95, "created_at": "2026-06-19 16:15:18", "deadline": null, "id": "allocation-route-nyscrf-emerging-manager-program-emerging-manager-allocation-graduation-2026-06-19-open", "next_review": null, "signal_date": "2026-06-19", "signal_type": "allocation_route", "status": "open", "strategy": "emerging-manager allocation / graduation", "subject_id": "nyscrf-emerging-manager-program", "subject_name": "NYSCRF Emerging Manager Program", "subject_type": "public_pension_surface", "updated_at": "2026-06-19 16:15:18"}
{"amount": "", "attrs": {"action": "Extract the July 16-17 board-book items into a digest that exposes approvals, commitments, and manager-change evidence.", "expected_fields": ["board_date", "agenda_item", "approval", "vote", "speaker", "committee", "manager_change", "document_url"], "pattern": "Board books are the best source when committee motions or approvals move manager decisions.", "required_packet_delta": "Board digest with board date, agenda item, approval, vote, speaker, committee, manager change, and document URL.", "sme_verify": "Do the materials include an approval or manager change, or only a presentation deck?", "source_path": "data/quant_pitch_calendar.json"}, "confidence": 0.95, "created_at": "2026-06-19 16:15:18", "deadline": null, "id": "board-packet-extraction-trs-texas-board-meeting-materials-committee-approval-manager-change-review-2026-07-16-active", "next_review": null, "signal_date": "2026-07-16", "signal_type": "board_packet_extraction", "status": "active", "strategy": "committee approval / manager-change review", "subject_id": "trs-texas-board-meeting-materials", "subject_name": "TRS Texas Board Meeting Materials", "subject_type": "public_pension_board", "updated_at": "2026-06-19 16:15:18"}
{"amount": "", "attrs": {"action": "Turn the program page into a packet that shows capacity, graduation rules, and the trust-level allocation path.", "expected_fields": ["eligibility", "capacity", "ownership_profile", "risk_controls", "graduation_rules", "trust_level_allocation_path", "document_url"], "pattern": "First-time investment and graduation language matter when the allocator is tracking a real path into allocation.", "required_packet_delta": "Program packet with eligibility, capacity, ownership or diversity criteria, risk controls, graduation rules, and trust-level allocation path.", "sme_verify": "Does the program show an actual trust-level allocation path or only onboarding language?", "source_path": "docs/quant-board-packet-extraction-queue.md"}, "confidence": 0.9, "created_at": "2026-06-19 16:15:18", "deadline": null, "id": "graduation-path-trs-texas-emerging-manager-program-emerging-manager-route-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "graduation_path", "status": "active", "strategy": "emerging-manager route", "subject_id": "trs-texas-emerging-manager-program", "subject_name": "TRS Texas Emerging Manager Program", "subject_type": "public_pension_board", "updated_at": "2026-06-19 16:15:18"}
{"amount": "", "attrs": {"action": "Extract the trustee agenda items, approvals, mandate language, policy changes, and named staff or trustee fields.", "expected_fields": ["trustee_date", "iac_date", "agenda_item", "policy_change", "mandate_language", "approval", "staff_or_trustee", "document_url"], "pattern": "Trustee packets matter when they expose policy changes, mandates, and manager approvals.", "required_packet_delta": "Trustee packet with trustee date, IAC date, agenda item, policy change, mandate language, approval, staff or trustee, and document URL.", "sme_verify": "Which trustee items actually change manager routing or mandate language rather than only update policy housekeeping?", "source_path": "docs/quant-board-packet-extraction-queue.md"}, "confidence": 0.96, "created_at": "2026-06-19 16:15:18", "deadline": null, "id": "trustee-packet-extraction-florida-sba-trustee-meeting-materials-policy-mandate-and-approval-packet-2026-06-09-active", "next_review": null, "signal_date": "2026-06-09", "signal_type": "trustee_packet_extraction", "status": "active", "strategy": "policy, mandate, and approval packet", "subject_id": "florida-sba-trustee-meeting-materials", "subject_name": "Florida SBA Trustee Meeting Materials", "subject_type": "public_pension_surface", "updated_at": "2026-06-19 16:15:18"}
{"amount": "", "attrs": {"action": "Normalize the quarterly report into manager, mandate, asset class, allocation, consultant, and selection-date fields.", "expected_fields": ["quarter", "manager", "asset_class", "mandate", "commitment_or_allocation", "consultant", "selection_date", "document_url"], "pattern": "Quarterly new-manager reports make fresh onboarding observable rather than inferred.", "required_packet_delta": "New-manager report with quarter, manager, asset class, mandate, commitment or allocation, consultant, selection date, and document URL.", "sme_verify": "Do Florida SBA new-manager reports reflect fresh allocations, manager replacements, or only reporting formalities?", "source_path": "docs/quant-board-packet-extraction-queue.md"}, "confidence": 0.94, "created_at": "2026-06-19 16:15:18", "deadline": null, "id": "manager-onboarding-report-florida-sba-new-manager-reports-new-manager-onboarding-tape-2026-q1-active", "next_review": null, "signal_date": "2026-Q1", "signal_type": "manager_onboarding_report", "status": "active", "strategy": "new-manager onboarding tape", "subject_id": "florida-sba-new-manager-reports", "subject_name": "Florida SBA New Manager Reports", "subject_type": "public_pension_surface", "updated_at": "2026-06-19 16:15:18"}
{"amount": "", "attrs": {"action": "Submit or monitor the vendor-interest record so the firm can be notified when matching solicitations appear.", "expected_fields": ["first_name", "last_name", "title", "business_name", "email", "phone", "comments", "specific_service_interests", "other_interests"], "pattern": "Future-solicitation intake surfaces create pre-RFP visibility when the allocator promises to notify matching firms.", "required_packet_delta": "Future-solicitation packet with contact fields, service-interest category, comments text, investment-manager relevance, and follow-up cadence.", "sme_verify": "Does the future-solicitation form notify investment-management opportunities or mostly operational or professional-services categories?", "source_path": "docs/quant-board-packet-extraction-queue.md"}, "confidence": 0.96, "created_at": "2026-06-19 16:15:18", "deadline": null, "id": "future-solicitation-intake-florida-sba-future-solicitations-request-future-procurement-notification-intake-2026-06-19-open", "next_review": null, "signal_date": "2026-06-19", "signal_type": "future_solicitation_intake", "status": "open", "strategy": "future procurement notification intake", "subject_id": "florida-sba-future-solicitations-request", "subject_name": "Florida SBA Future Solicitations Request", "subject_type": "public_pension_surface", "updated_at": "2026-06-19 16:15:18"}
{"amount": "", "attrs": {"action": "Use the posted agenda as the anchor and extract agenda, book, and audio rows for allocation items, manager items, approvals, and governance changes.", "expected_fields": ["meeting_date", "agenda_url", "book_url", "audio_url", "book_section", "agenda_item", "allocation_item", "manager_item", "approval", "person_or_board_member"], "pattern": "UTIMCO exposes a posted board agenda plus historical agenda, minutes, book, and audio fields.", "required_packet_delta": "Archive packet with meeting date, agenda URL, book URL, audio URL, book section, agenda item, allocation item, manager item, approval, and board member mentions.", "sme_verify": "Which UTIMCO archive fields are actually posted for June 18, 2026: agenda only, agenda plus book, or full agenda/book/audio?", "source_path": "docs/quant-board-packet-extraction-queue.md"}, "confidence": 0.95, "created_at": "2026-06-19 16:15:18", "deadline": null, "id": "board-archive-change-detector-utimco-meeting-resources-allocation-and-manager-change-review-2026-06-18-active", "next_review": null, "signal_date": "2026-06-18", "signal_type": "board_archive_change_detector", "status": "active", "strategy": "allocation and manager-change review", "subject_id": "utimco-meeting-resources", "subject_name": "UTIMCO Meeting Resources", "subject_type": "endowment_board_surface", "updated_at": "2026-06-19 16:15:18"}
{"amount": "", "attrs": {"action": "Extract agenda, motion, vote, attendee, attachment index, manager hits, and consultant hits.", "expected_fields": ["meeting_date", "committee", "agenda_item", "motion", "vote", "attendee", "attachment", "document_url"], "pattern": "KCERA posts agendas online and the calendar shows a June 23 Finance Committee meeting.", "required_packet_delta": "Board archive packet with meeting date, committee, agenda item, motion, vote, attendee, attachment, and document URL.", "sme_verify": "Which KCERA items map to manager review or replacement rather than routine governance?", "source_path": "docs/quant-board-packet-extraction-queue.md"}, "confidence": 0.91, "created_at": "2026-06-19 16:15:18", "deadline": null, "id": "board-cadence-monitor-kcera-board-agendas-and-minutes-committee-cadence-replacement-review-timing-2026-06-23-active", "next_review": null, "signal_date": "2026-06-23", "signal_type": "board_cadence_monitor", "status": "active", "strategy": "committee cadence / replacement-review timing", "subject_id": "kcera-board-agendas-and-minutes", "subject_name": "KCERA Board Agendas and Minutes", "subject_type": "public_pension_surface", "updated_at": "2026-06-19 16:15:18"}
{"amount": "", "attrs": {"action": "Keep KCERA as a monitored negative RFP surface and cross-check it against board agendas for manager-review cues.", "expected_fields": ["date_observed", "open_rfp_status", "rfp_title", "deadline", "contact", "board_agenda_cross_reference"], "pattern": "A negative official RFP page is still useful when paired with recurring board and committee agenda monitoring.", "required_packet_delta": "Negative-monitor packet with date observed, open-RFP status, RFP title, deadline, contact, and board-agenda cross-reference.", "sme_verify": "Does KCERA announce investment-manager searches on the RFP page first, or through board or investment committee agenda packets?", "source_path": "data/recovered_loop_tick64_official_packet_source_upgrades.json"}, "confidence": 0.9, "created_at": "2026-06-19 16:15:18", "deadline": null, "id": "rfp-negative-monitor-kcera-rfp-page-open-rfp-cycle-watch-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "rfp_negative_monitor", "status": "monitor", "strategy": "open RFP cycle watch", "subject_id": "kcera-rfp-page", "subject_name": "KCERA RFP Page", "subject_type": "public_pension_surface", "updated_at": "2026-06-19 16:15:18"}
{"amount": "", "attrs": {"action": "Lead with a conflict-free, no-proprietary-product memo to the board contacts and explicitly address ownership, independence, and fee transparency.", "expected_fields": ["meeting_date", "committee", "trustee", "agenda_item", "action_item", "attachment_title", "manager_or_consultant", "document_url"], "pattern": "Consultant independence is a live governance issue when the board packet and procurement page expose approvals and vendor change risk.", "required_packet_delta": "Board packet with meeting date, committee, trustee, agenda item, action item, attachment title, manager or consultant, and document URL.", "sme_verify": "Do the materials show a live consultant-independence issue or only routine procurement housekeeping?", "source_path": "data/quant_pitch_calendar.json"}, "confidence": 0.95, "created_at": "2026-06-19 16:15:18", "deadline": null, "id": "consultant-independence-event-ctpf-board-materials-consultant-selection-conflict-free-alternatives-diligence-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "consultant_independence_event", "status": "active", "strategy": "consultant selection / conflict-free alternatives diligence", "subject_id": "ctpf-board-materials", "subject_name": "CTPF Board Materials", "subject_type": "public_pension_surface", "updated_at": "2026-06-19 16:15:18"}
{"amount": "", "attrs": {"action": "Watch the procurement page for deadlines, vendor categories, award status, and renewal dates that can create a consultant or manager replacement window.", "expected_fields": ["solicitation_title", "procurement_type", "deadline", "contact", "vendor_category", "award_status", "renewal_date", "document_url"], "pattern": "Procurement listings matter when they expose deadlines, vendor categories, and renewal dates.", "required_packet_delta": "Procurement packet with solicitation title, procurement type, deadline, contact, vendor category, award status, renewal date, and document URL.", "sme_verify": "Does the listing show active procurement or just a vendor directory?", "source_path": "docs/quant-board-packet-extraction-queue.md"}, "confidence": 0.92, "created_at": "2026-06-19 16:15:18", "deadline": null, "id": "procurement-renewal-monitor-ctpf-procurement-and-service-providers-procurement-vendor-renewal-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "procurement_renewal_monitor", "status": "monitor", "strategy": "procurement / vendor renewal", "subject_id": "ctpf-procurement-and-service-providers", "subject_name": "CTPF Procurement and Service Providers", "subject_type": "public_pension_surface", "updated_at": "2026-06-19 16:15:18"}
{"amount": "", "attrs": {"action": "Open the Comptroller RFP board page, extract every solicitation attachment and addendum URL, and keep the replacement-cycle evidence attached to the pitch packet.", "expected_fields": ["search_name", "deadline", "contract_expiry", "mandate", "requirements", "addenda", "award_path", "document_url"], "pattern": "Search announcements become pitch windows only when the addenda and award path are captured.", "required_packet_delta": "search packet with search name, deadline, contract expiry, mandate, requirements, addenda, award path, and document URL", "sme_verify": "Do the attachments show a true search launch or just a notice of future solicitation?", "source_path": "docs/quant-board-packet-extraction-queue.md; docs/quant-pitch-calendar.md"}, "confidence": 0.96, "created_at": "2026-06-19 16:15:18", "deadline": "2026-07-15", "id": "search-active-nyc-bam-passive-indexing-search-search-solicitation-replacement-cycle-2026-07-15-active", "next_review": null, "signal_date": "2026-07-15", "signal_type": "search_active", "status": "active", "strategy": "search solicitation / replacement cycle", "subject_id": "nyc-bam-passive-indexing-search", "subject_name": "NYC BAM passive indexing search", "subject_type": "public_pension_surface", "updated_at": "2026-06-19 16:27:06"}
{"amount": "", "attrs": {"action": "Mirror all asset-management notices and capture the attachment links before claiming packet-level completeness.", "expected_fields": ["announcement_title", "due_date", "attachment_urls", "addenda_urls", "award_path", "document_url"], "pattern": "The solicitation board is only useful when the attachment and addendum URLs are explicitly captured.", "required_packet_delta": "Solicitation-board packet with announcement title, due date, attachment URLs, addenda URLs, award path, and document URL.", "sme_verify": "Are all addenda and attachments visible in the board page or only after shortlist?", "source_path": "docs/quant-board-packet-extraction-queue.md"}, "confidence": 0.95, "created_at": "2026-06-19 16:15:18", "deadline": null, "id": "artifact-extraction-nyc-comptroller-rfps-and-solicitations-official-solicitation-board-attachment-extraction-2026-07-15-active", "next_review": null, "signal_date": "2026-07-15", "signal_type": "artifact_extraction", "status": "active", "strategy": "official solicitation board / attachment extraction", "subject_id": "nyc-comptroller-rfps-and-solicitations", "subject_name": "NYC Comptroller RFPs and Solicitations", "subject_type": "public_pension_surface", "updated_at": "2026-06-19 16:15:18"}
{"amount": "", "attrs": {"action": "Track the managed-account platform procurement and follow the selection announcements for expansion opportunities.", "expected_fields": ["procurement_timing", "selection_outcome", "firm_responsibilities", "platform_document_url"], "pattern": "A closed RFP can still signal infrastructure buildout when the selected firm will identify and negotiate with prime brokers and administrators.", "required_packet_delta": "RFP packet with procurement timing, selection outcome, firm responsibilities, and platform document URL.", "sme_verify": "Does the RFP show a live manager-facing window or only an internal infrastructure procurement?", "source_path": "data/quant_pitch_calendar.json"}, "confidence": 0.88, "created_at": "2026-06-19 16:15:18", "deadline": null, "id": "rfp-active-massprim-managed-account-platform-pcs-managed-account-platform-hedge-fund-implementation-2026-02-20-active", "next_review": null, "signal_date": "2026-02-20", "signal_type": "rfp_active", "status": "active", "strategy": "managed-account platform / hedge fund implementation", "subject_id": "massprim-managed-account-platform-pcs", "subject_name": "MassPRIM managed-account platform / PCS", "subject_type": "public_pension_surface", "updated_at": "2026-06-19 16:15:18"}
{"amount": "", "attrs": {"action": "Keep the platform as a monitor until a procurement, board record, or official platform document surfaces.", "expected_fields": ["board_record", "procurement_record", "official_platform_document"], "pattern": "Official investment pages verify allocator scope but not mandate timing.", "required_packet_delta": "Source-gap packet with board or procurement record proving managed-account platform timing.", "sme_verify": "Which official record confirms managed-account platform status and whether new systematic managers can access it?", "source_path": "data/quant_pitch_calendar.json"}, "confidence": 0.74, "created_at": "2026-06-19 16:15:18", "deadline": null, "id": "source-gap-monitor-massprim-managed-account-platform-official-source-gap-managed-account-platform-pcs-verification-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "source_gap_monitor", "status": "monitor", "strategy": "managed-account platform / PCS verification", "subject_id": "massprim-managed-account-platform-official-source-gap", "subject_name": "MassPRIM managed-account platform official source gap", "subject_type": "public_pension_surface", "updated_at": "2026-06-19 16:15:18"}
{"amount": "", "attrs": {"action": "Prepare the database-ready registration packet with track record, quantitative risk metrics, ESG alignment, liquidity terms, and operational controls.", "expected_fields": ["track_record", "risk_metrics", "esg_alignment", "liquidity_terms", "operational_controls", "document_url"], "pattern": "A standing pre-RFP gate becomes actionable when the surface is explicitly a manager-registration system.", "required_packet_delta": "Registration packet with track record, risk metrics, ESG alignment, liquidity terms, operational controls, and document URL.", "sme_verify": "For non-core strategies, is the registration system the true entry point or just a data-collection front end?", "source_path": "docs/quant-board-packet-extraction-queue.md"}, "confidence": 0.97, "created_at": "2026-06-19 16:15:18", "deadline": null, "id": "manager-registration-open-gpif-manager-registration-system-alternative-assets-alternative-assets-registration-gate-2026-06-19-open", "next_review": null, "signal_date": "2026-06-19", "signal_type": "manager_registration_open", "status": "open", "strategy": "alternative-assets registration gate", "subject_id": "gpif-manager-registration-system-alternative-assets", "subject_name": "GPIF Manager Registration System (Alternative Assets)", "subject_type": "surface", "updated_at": "2026-06-19 16:15:18"}
{"amount": "", "attrs": {"action": "Submit the external-manager packet with monthly quantitative data, implementation capacity, operational controls, and Saudi or MENA relevance.", "expected_fields": ["monthly_quantitative_data", "implementation_capacity", "operational_controls", "regional_relevance", "source_url"], "pattern": "Public registration/login paths are actionable when they explicitly say register and login for the external-manager program.", "required_packet_delta": "Registration packet with monthly quantitative data, implementation capacity, operational controls, regional relevance, and source URL.", "sme_verify": "Is Managers Gate treated as registration, pre-RFP database intake, or both?", "source_path": "docs/quant-board-packet-extraction-queue.md"}, "confidence": 0.97, "created_at": "2026-06-19 16:15:18", "deadline": null, "id": "manager-registration-open-pif-managers-gate-external-manager-registration-2026-06-19-open", "next_review": null, "signal_date": "2026-06-19", "signal_type": "manager_registration_open", "status": "open", "strategy": "external-manager registration", "subject_id": "pif-managers-gate", "subject_name": "PIF Managers Gate", "subject_type": "surface", "updated_at": "2026-06-19 16:15:18"}
{"amount": "", "attrs": {"action": "Lead with absolute-return, derivatives, and low-correlation risk management mapped to the named board and committee contacts.", "expected_fields": ["named_cio", "board_chair", "al_committee_chair", "operational_fit_evidence"], "pattern": "HOOPP openly operates a discretionary derivatives and alternative-investments team and frames absolute-return strategies as market-condition resilient.", "required_packet_delta": "Governance-route packet with named CIO, board chair, AL committee chair, and operational-fit evidence.", "sme_verify": "Does HOOPP buying behavior follow the board and asset-liability route or the discretionary derivatives team first?", "source_path": "data/quant_pitch_calendar.json"}, "confidence": 0.94, "created_at": "2026-06-19 16:15:18", "deadline": null, "id": "strategy-demand-hoopp-board-and-asset-liability-route-liability-aware-quant-absolute-return-allocation-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "strategy_demand", "status": "active", "strategy": "liability-aware quant / absolute-return allocation", "subject_id": "hoopp-board-and-asset-liability-route", "subject_name": "HOOPP board and asset-liability route", "subject_type": "public_pension_surface", "updated_at": "2026-06-19 16:15:18"}
{"amount": "", "attrs": {"action": "Use the official manager-context surface as the primary evidence base and route systematic or liquid-alts materials around the external-mandate constraints.", "expected_fields": ["public_markets_ownership", "governance_constraints", "responsible_investment_references", "source_url"], "pattern": "Large sovereign allocators are useful when the official surface exposes the constraints and ownership structure rather than just a brand page.", "required_packet_delta": "Allocator packet with public-markets ownership, governance constraints, responsible-investment references, and official source URL.", "sme_verify": "Which NZ Super surface actually drives allocator review: official manager context, annual report, or direct mandate contact?", "source_path": "docs/quant-pitch-calendar.md"}, "confidence": 0.93, "created_at": "2026-06-19 16:15:18", "deadline": null, "id": "official-manager-context-new-zealand-superannuation-fund-official-manager-context-external-mandates-governance-responsible-investment-constraints-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "official_manager_context", "status": "active", "strategy": "external mandates / governance / responsible-investment constraints", "subject_id": "new-zealand-superannuation-fund-official-manager-context", "subject_name": "New Zealand Superannuation Fund official manager context", "subject_type": "surface", "updated_at": "2026-06-19 16:15:18"}
{"amount": "", "attrs": {"action": "Monitor VRS for follow-on liquid credit, relative-value, or systematic fixed-income replacement demand and keep the replacement-capital transition plan ready.", "expected_fields": ["termination_date", "replacement_need", "reason_category", "transition_plan"], "pattern": "A terminated liquid-credit sleeve can create a near-term slot for replacement managers if the termination reflects fit, performance, or portfolio redesign.", "required_packet_delta": "Replacement-motion packet with termination date, replacement need, reason category, and transition-plan fields.", "sme_verify": "Was Orchard terminated for performance, fit, fee/liquidity, or a broader sleeve redesign, and what replaced the exposure?", "source_path": "data/recovered_loop_tick50_replacement_motion_signals.json"}, "confidence": 0.84, "created_at": "2026-06-19 16:15:18", "deadline": null, "id": "manager-termination-vrs-orchard-liquid-credit-termination-liquid-credit-relative-value-replacement-verification-2026-03-01-monitor", "next_review": null, "signal_date": "2026-03-01", "signal_type": "manager_termination", "status": "monitor", "strategy": "liquid credit / relative-value replacement verification", "subject_id": "vrs-orchard-liquid-credit-termination", "subject_name": "VRS Orchard Liquid Credit termination", "subject_type": "public_pension_surface", "updated_at": "2026-06-19 16:15:18"}
{"amount": "", "attrs": {"evidence_paths": ["data/intel.db", "data/recovered_loop_tick81_monitor_split_official_vs_sme.json", "data/recovered_loop_tick72_low_performer_replacement_evidence_queue.json"]}, "confidence": 0.86, "created_at": "2026-06-19 16:15:18", "deadline": null, "id": "manager-termination-surs-manager-reallocation-long-vol-replacement-verification-2026-01-01-monitor", "next_review": null, "signal_date": "2026-01-01", "signal_type": "manager_termination", "status": "monitor", "strategy": "long-vol replacement verification", "subject_id": "surs-manager-reallocation", "subject_name": "SURS manager reallocation", "subject_type": "surface", "updated_at": "2026-06-20 19:21:16"}
{"amount": "", "attrs": {"action": "Send the partner note to the public intake address and keep the allocator and manager separate until the annual report or board record proves active hedge-fund selection.", "expected_fields": ["partner_route", "contact_email", "strategy_language", "performance_period", "manager_relationship_hint", "document_url"], "pattern": "Official intake pages prove pitch routing, not allocation intent.", "required_packet_delta": "Partner-intake packet with contact email, strategy language, performance period, manager relationship hint, and document URL.", "sme_verify": "Is the partner route used for hedge-fund managers or only broad manager sourcing?", "source_path": "data/quant_pitch_calendar.json"}, "confidence": 0.92, "created_at": "2026-06-19 16:15:18", "deadline": null, "id": "partner-intake-harvard-management-company-hmc-new-partner-outreach-long-horizon-risk-adjusted-returns-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "partner_intake", "status": "active", "strategy": "new partner outreach / long-horizon risk-adjusted returns", "subject_id": "harvard-management-company-hmc", "subject_name": "Harvard Management Company (HMC)", "subject_type": "manager", "updated_at": "2026-06-19 16:15:18"}
{"amount": "", "attrs": {"action": "Open the Comptroller RFP board through the known NYC BAM search path and mirror every attachment, addendum, deadline, award-path, and requirement field before building the final response packet.", "expected_fields": ["search_name", "deadline", "contract_expiry", "mandate", "requirements", "attachment_urls", "addenda_urls", "award_path", "document_url"], "pattern": "Search announcements become actionable only when the attachment URLs and addenda are captured.", "required_packet_delta": "search name, deadline, contract expiry, mandate, requirements, attachments, addenda, award path, document URL", "sme_verify": "Are all addenda and attachments visible publicly, or only after shortlist or registration?", "source_path": "docs/quant-board-packet-extraction-queue.md"}, "confidence": 0.95, "created_at": "2026-06-19 16:19:07", "deadline": null, "id": "official-source-gap-nyc-bam-passive-indexing-search-attachment-gap-rfp-attachment-addendum-capture-for-july-15-search-2026-07-15-active", "next_review": null, "signal_date": "2026-07-15", "signal_type": "official_source_gap", "status": "active", "strategy": "RFP attachment/addendum capture for July 15 search", "subject_id": "nyc-bam-passive-indexing-search-attachment-gap", "subject_name": "NYC BAM passive indexing search attachment gap", "subject_type": "public_pension_surface", "updated_at": "2026-06-19 16:19:07"}
{"amount": "", "attrs": {"action": "Find an official PRIM procurement, board, agenda, or award record before treating the managed-account platform as a direct live manager-facing window.", "expected_fields": ["board_record", "procurement_record", "award_notice", "platform_responsibilities", "manager_facing_status"], "pattern": "A high-value hedge-fund infrastructure signal needs official platform proof before outreach timing can be treated as confirmed.", "required_packet_delta": "board record, procurement record, award notice, platform responsibilities, PCS manager-facing status", "sme_verify": "Is the PCS or managed-account platform manager-facing, consultant-facing, or only an internal implementation procurement?", "source_path": "data/recovered_loop_tick58_source_upgrade_packet_deltas.json"}, "confidence": 0.82, "created_at": "2026-06-19 16:19:07", "deadline": null, "id": "official-source-gap-massprim-managed-account-platform-procurement-proof-gap-managed-account-platform-and-pcs-official-proof-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "official_source_gap", "status": "monitor", "strategy": "managed-account platform and PCS official proof", "subject_id": "massprim-managed-account-platform-procurement-proof-gap", "subject_name": "MassPRIM managed-account platform procurement proof gap", "subject_type": "public_pension_surface", "updated_at": "2026-06-19 16:19:07"}
{"amount": "", "attrs": {"action": "Capture the July 16-17 board-material bundle at URL level and extract agenda, summary, recording, board-book sections, approvals, commitments, and manager-change references.", "expected_fields": ["meeting_date", "agenda_url", "board_book_url", "summary_url", "recording_url", "approval", "commitment", "manager_change"], "pattern": "Board-cycle intelligence is only useful when meeting-specific attachments are mirrored and parsed.", "required_packet_delta": "meeting date, agenda URL, board book URL, summary URL, recording URL, approvals, commitments, manager changes", "sme_verify": "Does the July meeting include approvals and commitments, or only informational items?", "source_path": "docs/quant-board-packet-extraction-queue.md"}, "confidence": 0.9, "created_at": "2026-06-19 16:19:07", "deadline": "2026-07-17", "id": "official-source-gap-trs-texas-july-2026-board-bundle-extraction-gap-board-book-and-manager-change-extraction-2026-07-16-monitor", "next_review": null, "signal_date": "2026-07-16", "signal_type": "official_source_gap", "status": "monitor", "strategy": "board book and manager-change extraction", "subject_id": "trs-texas-july-2026-board-bundle-extraction-gap", "subject_name": "TRS Texas July 2026 board bundle extraction gap", "subject_type": "public_pension_surface", "updated_at": "2026-06-19 16:19:07"}
{"amount": "", "attrs": {"action": "Download and normalize the Q1 2026 report into manager, mandate, asset class, allocation or commitment, consultant, selection date, and document URL fields.", "expected_fields": ["quarter", "manager", "mandate", "asset_class", "selection_date", "allocation", "consultant", "document_url"], "pattern": "Quarterly new-manager reports can reveal active manager appetite before the next formal solicitation.", "required_packet_delta": "quarter, manager, mandate, asset class, selection date, allocation, consultant, document URL", "sme_verify": "Do Florida SBA new-manager reports reflect fresh allocations, manager replacements, or only reporting formalities?", "source_path": "data/recovered_loop_tick64_official_packet_source_upgrades.json"}, "confidence": 0.94, "created_at": "2026-06-19 16:19:07", "deadline": null, "id": "official-source-gap-florida-sba-q1-2026-new-managers-report-extraction-gap-new-manager-onboarding-tape-extraction-2026-q1-active", "next_review": null, "signal_date": "2026-Q1", "signal_type": "official_source_gap", "status": "active", "strategy": "new-manager onboarding tape extraction", "subject_id": "florida-sba-q1-2026-new-managers-report-extraction-gap", "subject_name": "Florida SBA Q1 2026 New Managers Report extraction gap", "subject_type": "public_pension_surface", "updated_at": "2026-06-19 16:19:07"}
{"amount": "", "attrs": {"action": "Prioritize field-level proof for CAIS x Claude prompts and iCapital subscription/DDQ/reporting requirements so quant hedge-fund materials become platform-compatible rather than merely descriptive.", "expected_fields": ["advisor_prompt", "retrieval_field", "fund_data_field", "subscription_workflow", "ddq_field", "odd_field", "reporting_artifact", "portfolio_fit"], "pattern": "Advisor platforms are answer and workflow surfaces; the fund must match prompt, onboarding, diligence, and reporting fields.", "required_packet_delta": "advisor prompts, retrieval fields, fund data fields, subscription workflow, DDQ fields, ODD fields, reporting artifacts, portfolio-fit metadata", "sme_verify": "Which CAIS and iCapital fields are mandatory for onboarding versus useful only for discovery?", "source_path": "docs/quant-aeo-geo-content-backlog.md"}, "confidence": 0.9, "created_at": "2026-06-19 16:19:07", "deadline": null, "id": "platform-field-gap-cais-icapital-advisor-platform-field-proof-gap-advisor-retrieval-onboarding-and-due-diligence-field-proof-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "platform_field_gap", "status": "active", "strategy": "advisor retrieval, onboarding, and due-diligence field proof", "subject_id": "cais-icapital-advisor-platform-field-proof-gap", "subject_name": "CAIS iCapital advisor platform field-proof gap", "subject_type": "advisor_platform_surface", "updated_at": "2026-06-19 16:19:07"}
{"amount": "", "attrs": {"action": "Keep VRS Orchard and SURS long-vol as replacement-motion monitors, but require reason category and replacement plan before inferring a pitch window.", "expected_fields": ["termination_date", "terminated_manager", "sleeve", "reason_category", "replacement_need", "transition_plan", "verification_source"], "pattern": "A termination is high-signal only after the reason and whether the sleeve is refilled, redesigned, or closed are known.", "required_packet_delta": "termination date, terminated manager, sleeve, reason category, replacement need, transition plan, official source or SME verification", "sme_verify": "Were the terminations performance-driven, fee/liquidity-driven, fit-driven, or broader sleeve redesigns?", "source_path": "data/recovered_loop_tick50_replacement_motion_signals.json"}, "confidence": 0.84, "created_at": "2026-06-19 16:19:07", "deadline": null, "id": "replacement-reason-gap-vrs-and-surs-termination-reason-verification-gap-manager-termination-reason-and-replacement-plan-verification-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "replacement_reason_gap", "status": "monitor", "strategy": "manager-termination reason and replacement-plan verification", "subject_id": "vrs-and-surs-termination-reason-verification-gap", "subject_name": "VRS and SURS termination reason verification gap", "subject_type": "public_pension_surface", "updated_at": "2026-06-19 16:19:07"}
{"amount": "", "attrs": {"action": "Do not route outreach through Hedgeweek, GAIM, or Context365 until current event identity, calendar, speaker, sponsor, registration, and meeting-booking fields are proven.", "expected_fields": ["brand_identity", "event_calendar", "speaker_roster", "sponsor_roster", "registration_url", "meeting_booking_url", "contact_route"], "pattern": "A brand-name event lead is not an allocator route until current-cycle access fields are extracted.", "required_packet_delta": "brand identity, event calendar, speaker roster, sponsor roster, registration URL, meeting-booking URL, contact route", "sme_verify": "Are these brands currently events, media properties, awards surfaces, or platform routes?", "source_path": "data/recovered_loop_tick65_event_roster_sponsor_depth.json"}, "confidence": 0.8, "created_at": "2026-06-19 16:19:07", "deadline": null, "id": "event-identity-gap-hedgeweek-gaim-context365-identity-and-event-proof-gap-event-identity-and-routability-proof-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "event_identity_gap", "status": "monitor", "strategy": "event identity and routability proof", "subject_id": "hedgeweek-gaim-context365-identity-and-event-proof-gap", "subject_name": "Hedgeweek GAIM Context365 identity and event proof gap", "subject_type": "conference_surface", "updated_at": "2026-06-19 16:19:07"}
{"amount": "", "attrs": {"action": "Open the Comptroller RFP board page, follow the passive-indexing notice, and capture attachment and addendum URLs plus award-path metadata.", "expected_fields": ["search_name", "deadline", "contract_expiry", "mandate", "requirements", "addenda", "award_path", "document_url"], "pattern": "Search announcements only become pitch windows when the addenda and award path are captured.", "required_packet_delta": "Search name, deadline, contract expiry, mandate, requirements, addenda, award path, and document URL.", "sme_verify": "Do the attachments show a true search launch or just a notice of future solicitation?", "source_path": "docs/quant-board-packet-extraction-queue.md"}, "confidence": 0.88, "created_at": "2026-06-19 16:20:53", "deadline": "2026-07-15", "id": "official-source-upgrade-path-nyc-bam-passive-indexing-attachments-addenda-gap-search-solicitation-replacement-cycle-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "official_source_upgrade_path", "status": "active", "strategy": "search solicitation / replacement cycle", "subject_id": "nyc-bam-passive-indexing-attachments-addenda-gap", "subject_name": "NYC BAM passive indexing attachments/addenda gap", "subject_type": "public_pension", "updated_at": "2026-06-19 16:20:53"}
{"amount": "", "attrs": {"action": "Keep MassPRIM as a monitor until a procurement, board record, or official platform document confirms the managed-account route.", "current_pitchability_status": "monitor", "fields_to_extract": ["procurement_record", "board_reference", "pcs_timing", "manager_facing", "consultant_facing", "official_platform_doc"], "pattern": "Implementation-structure claims require primary plan records before they are used as allocator-specific pitch evidence.", "required_packet_delta": "Board or procurement record proving managed-account platform / PCS timing.", "sme_verification_question": "Is the PCS route manager-facing, consultant-facing, or only internal?", "source_path": "data/recovered_loop_tick58_source_upgrade_packet_deltas.json; data/recovered_loop_tick66_official_source_upgrade_targets.json", "why_it_matters_to_quant_hedge_fund": "If PCS is a real manager-facing route, it creates a direct distribution and implementation wedge for systematic, hedge-fund-like, or risk-premia sleeves that need operational standardization."}, "confidence": 0.74, "created_at": "2026-06-19 16:20:53", "deadline": null, "id": "official-source-upgrade-path-massprim-managed-account-platform-proof-gap-managed-account-platform-pcs-verification-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "official_source_upgrade_path", "status": "monitor", "strategy": "managed-account platform / PCS verification", "subject_id": "massprim-managed-account-platform-proof-gap", "subject_name": "MassPRIM managed-account platform proof gap", "subject_type": "public_pension", "updated_at": "2026-06-19 16:35:36"}
{"amount": "", "attrs": {"action": "Open the board-materials archive and capture the July 16-17, 2026 agenda, board book, summary, and recording URLs.", "expected_fields": ["board_date", "agenda_item", "approval", "vote", "speaker", "committee", "manager_change", "document_url"], "pattern": "Board books are the best source when committee motions or approvals move manager decisions.", "required_packet_delta": "Board date, agenda item, approval, vote, speaker, committee, manager change, and document URL.", "sme_verify": "Do the materials include an approval or manager change, or only a presentation deck?", "source_path": "docs/quant-board-packet-extraction-queue.md"}, "confidence": 0.89, "created_at": "2026-06-19 16:20:53", "deadline": "2026-07-16", "id": "official-source-upgrade-path-trs-july-board-book-audio-gap-board-approval-manager-change-window-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "official_source_upgrade_path", "status": "active", "strategy": "board approval / manager-change window", "subject_id": "trs-july-board-book-audio-gap", "subject_name": "TRS July board book/audio gap", "subject_type": "public_pension", "updated_at": "2026-06-19 16:20:53"}
{"amount": "", "attrs": {"action": "Fetch and normalize the 2026 Q1 New Managers Report into manager, mandate, asset class, selection date, allocation, and consultant fields.", "expected_fields": ["quarter", "manager", "asset_class", "mandate", "commitment_or_allocation", "consultant", "selection_date", "document_url"], "pattern": "Florida SBA exposes current-year quarterly new-manager reports, making fresh manager onboarding observable rather than inferred.", "required_packet_delta": "Quarter, manager, asset class, mandate, commitment or allocation, consultant, selection date, and report URL.", "sme_verify": "Do Florida SBA new-manager reports reflect fresh allocations, manager replacements, or only reporting formalities?", "source_path": "data/recovered_loop_tick64_official_packet_source_upgrades.json"}, "confidence": 0.97, "created_at": "2026-06-19 16:20:53", "deadline": null, "id": "official-source-upgrade-path-florida-sba-2026-q1-new-manager-report-gap-new-manager-onboarding-tape-2026-q1-active", "next_review": null, "signal_date": "2026-Q1", "signal_type": "official_source_upgrade_path", "status": "active", "strategy": "new-manager onboarding tape", "subject_id": "florida-sba-2026-q1-new-manager-report-gap", "subject_name": "Florida SBA 2026 Q1 new-manager report gap", "subject_type": "public_pension", "updated_at": "2026-06-19 16:20:53"}
{"amount": "", "attrs": {"action": "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.", "current_pitchability_status": "active", "fields_to_extract": ["meeting_date", "agenda_url", "book_url", "audio_url", "book_section", "agenda_item", "allocation_item", "manager_item", "approval", "person_or_board_member"], "pattern": "UTIMCO exposes a current posted board agenda plus historical agenda/minutes/book/audio fields, turning the archive into a packet-level extraction target.", "required_packet_delta": "June 18 agenda URL, board book URL, audio URL if available, book sections, allocation items, manager items, approvals, and board member mentions.", "sme_verification_question": "Which UTIMCO archive fields are actually posted for June 18, 2026: agenda only, agenda plus book, or full agenda/book/audio?", "source_path": "data/recovered_loop_tick64_official_packet_source_upgrades.json; data/recovered_loop_tick66_official_source_upgrade_targets.json", "why_it_matters_to_quant_hedge_fund": "UTIMCO board materials can reveal endowment allocation changes and manager-lineup actions that matter for timing, framing, and product fit."}, "confidence": 0.94, "created_at": "2026-06-19 16:20:53", "deadline": null, "id": "official-source-upgrade-path-utimco-june-18-2026-agenda-book-audio-gap-board-archive-allocation-and-manager-change-detector-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "official_source_upgrade_path", "status": "active", "strategy": "board archive / allocation and manager-change detector", "subject_id": "utimco-june-18-2026-agenda-book-audio-gap", "subject_name": "UTIMCO June 18 2026 agenda/book/audio gap", "subject_type": "endowment_board_surface", "updated_at": "2026-06-19 16:35:36"}
{"amount": "", "attrs": {"action": "Keep KCERA as a monitored negative RFP surface and pair it with board agenda extraction for manager-review cues before any formal RFP appears.", "current_pitchability_status": "monitor", "fields_to_extract": ["meeting_date", "committee", "agenda_item", "motion", "vote", "attendee", "attachment", "document_url", "open_rfp_status"], "pattern": "A negative official RFP page is still useful when paired with recurring board and investment committee agenda monitoring.", "required_packet_delta": "Meeting date, committee, agenda item, motion, vote, attendee, attachment, and document URL, plus open-RFP status and recheck date.", "sme_verification_question": "Does KCERA announce investment-manager searches on the RFP page first, or through board and investment committee agenda packets?", "source_path": "docs/quant-board-packet-extraction-queue.md; data/recovered_loop_tick66_official_source_upgrade_targets.json", "why_it_matters_to_quant_hedge_fund": "A negative RFP page plus board cadence still tells you when not to spray outreach and when to recheck for the next live procurement window."}, "confidence": 0.9, "created_at": "2026-06-19 16:20:53", "deadline": null, "id": "official-source-upgrade-path-kcera-board-and-rfp-gap-board-agenda-procurement-monitoring-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "official_source_upgrade_path", "status": "monitor", "strategy": "board agenda / procurement monitoring", "subject_id": "kcera-board-and-rfp-gap", "subject_name": "KCERA board and RFP gap", "subject_type": "public_pension", "updated_at": "2026-06-19 16:35:36"}
{"amount": "", "attrs": {"action": "Keep the VRS Orchard termination as monitor pending an official board packet, annual report, or disclosure.", "expected_fields": ["termination_reason", "replacement_manager", "replacement_capital", "board_date", "disclosure_url"], "pattern": "Trade-press evidence alone should not be used to upgrade replacement demand at the allocator level.", "required_packet_delta": "Board packet, annual report, or disclosure confirming why Orchard was terminated and what replaced it.", "sme_verify": "What official VRS document proves the Orchard termination and what replaced the exposure?", "source_path": "data/recovered_loop_tick53_official_resourcing_triage.json"}, "confidence": 0.72, "created_at": "2026-06-19 16:20:53", "deadline": null, "id": "official-source-upgrade-path-vrs-orchard-liquid-credit-official-source-gap-replacement-motion-liquid-credit-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "official_source_upgrade_path", "status": "monitor", "strategy": "replacement motion / liquid credit", "subject_id": "vrs-orchard-liquid-credit-official-source-gap", "subject_name": "VRS Orchard Liquid Credit official-source gap", "subject_type": "public_pension", "updated_at": "2026-06-19 16:20:53"}
{"amount": "", "attrs": {"action": "Use the SURS official manager-decision page to validate a manager-reallocation cycle, but keep the exact long-vol termination claim as monitor until sleeve-specific evidence is extracted.", "expected_fields": ["sleeve_name", "termination_reason", "replacement_path", "capital_remaining", "board_reference"], "pattern": "An official manager-decision record upgrades replacement-motion confidence but does not prove sleeve-level strategy demand without the detailed board packet.", "required_packet_delta": "Board packet or disclosure proving the sleeve, replacement path, and whether capital remains available.", "sme_verify": "What public board or annual-report document proves a current manager-review window for SURS Illinois?", "source_path": "data/recovered_loop_tick53_official_resourcing_triage.json"}, "confidence": 0.72, "created_at": "2026-06-19 16:20:53", "deadline": null, "id": "official-source-upgrade-path-surs-long-vol-termination-official-source-downgrade-long-vol-replacement-verification-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "official_source_upgrade_path", "status": "monitor", "strategy": "long-vol replacement verification", "subject_id": "surs-long-vol-termination-official-source-downgrade", "subject_name": "SURS long-vol termination official-source downgrade", "subject_type": "public_pension", "updated_at": "2026-06-19 16:20:53"}
{"amount": "", "attrs": {"action": "Confirm whether Hedgeweek is an event organizer, whether GAIM has a routable summit page, and whether Context365 is an event brand or media brand before treating any of them as outreach nodes.", "expected_fields": ["organizer", "event_page", "speaker_roster", "sponsor_tiers", "registration_path", "brand_type"], "pattern": "No local docs or data hit currently proves a normalized event surface for the three brands.", "required_packet_delta": "Event page, speaker roster, sponsor tiers, and registration path for the actual brand owner.", "sme_verify": "Which brand actually owns the event route: conference organizer, media outlet, or something else?", "source_path": "data/recovered_loop_tick63_event_speaker_sponsor_gap_map.json"}, "confidence": 0.66, "created_at": "2026-06-19 16:20:53", "deadline": null, "id": "source-gap-monitor-hedgeweek-gaim-context365-identity-gap-event-identity-sponsor-roster-verification-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "source_gap_monitor", "status": "monitor", "strategy": "event identity / sponsor-roster verification", "subject_id": "hedgeweek-gaim-context365-identity-gap", "subject_name": "Hedgeweek / GAIM / Context365 identity gap", "subject_type": "conference", "updated_at": "2026-06-19 16:20:53"}
{"amount": "", "attrs": {"action": "Normalize the mandatory onboarding and diligence fields across CAIS and iCapital before treating either platform as a submission route.", "expected_fields": ["advisor_prompt", "retrieval_surface", "asset_manager_packet", "fund_data_fields", "subscription_workflow", "ddq_fields", "reporting_artifacts", "portfolio_fit"], "pattern": "Platform surfaces are only actionable when mandatory fields and workflow gates are explicit.", "required_packet_delta": "Advisor prompt, retrieval surface, asset-manager packet, fund data fields, subscription workflow, DDQ fields, reporting artifacts, and portfolio-fit fields.", "sme_verify": "Which advisor prompts and iCapital fields are decisive for hedge-fund onboarding?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md"}, "confidence": 0.92, "created_at": "2026-06-19 16:20:53", "deadline": null, "id": "official-source-upgrade-path-cais-icapital-onboarding-field-proof-gap-private-wealth-onboarding-field-normalization-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "official_source_upgrade_path", "status": "active", "strategy": "private-wealth onboarding / field normalization", "subject_id": "cais-icapital-onboarding-field-proof-gap", "subject_name": "CAIS / iCapital onboarding field proof gap", "subject_type": "vendor", "updated_at": "2026-06-19 16:20:53"}
{"amount": "", "attrs": {"action": "Publish advisor-ready one-pagers, model-portfolio fit notes, liquidity/fee explainers, and Q&A blocks so CAIS and Claude can retrieve the manager cleanly.", "chatbot_surfaces": ["CAIS search", "CAIS x Claude", "advisor portal"], "pattern": "CAIS is already treated in the corpus as a strong AEO/GEO surface with advisor, home-office, and asset-manager retrieval paths.", "sme_verify": "Which CAIS surface is the real retrieval entry point for advisor search?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md"}, "confidence": 0.95, "created_at": "2026-06-19 16:21:16", "deadline": null, "id": "workflow-retrieval-surface-cais-x-claude-cais-advisor-intelligence-advisor-chatbot-surface-alternatives-distribution-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "workflow_retrieval_surface", "status": "active", "strategy": "advisor chatbot surface / alternatives distribution", "subject_id": "cais-x-claude-cais-advisor-intelligence", "subject_name": "CAIS x Claude / CAIS advisor intelligence", "subject_type": "vendor", "updated_at": "2026-06-19 16:21:16"}
{"amount": "", "attrs": {"action": "Normalize the marketplace into a diligence packet with subscription workflow, DDQ, reporting, portfolio-fit, and transparency fields.", "chatbot_surfaces": ["iCapital marketplace", "iCapital due diligence", "advisor portal"], "pattern": "iCapital is the most direct alternatives-rails gatekeeper in the corpus for private banks, RIAs, and family offices.", "sme_verify": "Does the iCapital route expose exportable DDQ and fund-data fields or only a gated record view?", "source_path": "data/recovered_loop_tick42_workflow_retrieval_surfaces.json"}, "confidence": 0.94, "created_at": "2026-06-19 16:21:16", "deadline": null, "id": "workflow-retrieval-surface-icapital-due-diligence-wealth-platform-diligence-and-subscription-workflow-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "workflow_retrieval_surface", "status": "active", "strategy": "wealth-platform diligence and subscription workflow", "subject_id": "icapital-due-diligence", "subject_name": "iCapital due diligence", "subject_type": "vendor", "updated_at": "2026-06-19 16:21:16"}
{"amount": "", "attrs": {"action": "Qualify and pitch family-office forums with quant, liquid-alts, and CIO-level materials for SFO and MFO audiences.", "chatbot_surfaces": ["delegate registration", "sponsor prospectus", "speaker pages", "agenda PDFs", "report library"], "pattern": "Qualified family-office forums create high-intent allocator access when the event surface is explicit and decision-maker heavy.", "sme_verify": "Which Campden pages expose speakers, sponsors, or qualification rules most clearly?", "source_path": "docs/quant-pitch-calendar.md"}, "confidence": 0.91, "created_at": "2026-06-19 16:21:16", "deadline": null, "id": "distribution-event-open-campden-wealth-events-family-office-alternatives-qualified-forum-access-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "distribution_event_open", "status": "active", "strategy": "family-office alternatives / qualified forum access", "subject_id": "campden-wealth-events", "subject_name": "Campden Wealth events", "subject_type": "conference", "updated_at": "2026-06-19 16:21:16"}
{"amount": "", "attrs": {"action": "Treat Cambridge as a foundation and endowment gatekeeper; win the consultant first with manager-selection rigor, transparency, and a strong operating story.", "chatbot_surfaces": ["consultant screen", "manager database", "client portal", "RFP workflow"], "pattern": "Consultant-led alternatives diligence can determine which managers enter the allocator search set before any public RFP appears.", "sme_verify": "Which Cambridge workflow surface is the real manager-search entry point?", "source_path": "data/recovered_loop_tick12_hidden_gatekeepers.json"}, "confidence": 0.88, "created_at": "2026-06-19 16:21:16", "deadline": null, "id": "consultant-gatekeeper-cambridge-associates-alternatives-consulting-ocio-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "consultant_gatekeeper", "status": "active", "strategy": "alternatives consulting / OCIO", "subject_id": "cambridge-associates", "subject_name": "Cambridge Associates", "subject_type": "vendor", "updated_at": "2026-06-19 16:21:16"}
{"amount": "", "attrs": {"action": "Use Russell as a hidden healthcare-and-insurance gatekeeper; the real buyer may be the OCIO team rather than the hospital, foundation, or insurer itself.", "chatbot_surfaces": ["consultant screen", "manager research pages", "portfolio review workflow", "RFP workflow"], "pattern": "Delegated asset owners often route through consultant teams before a direct manager meeting ever opens.", "sme_verify": "Which delegated-client workflow at Russell is closest to manager onboarding?", "source_path": "data/recovered_loop_tick12_hidden_gatekeepers.json"}, "confidence": 0.93, "created_at": "2026-06-19 16:21:16", "deadline": null, "id": "consultant-gatekeeper-russell-investments-ocio-consultant-gatekeeper-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "consultant_gatekeeper", "status": "active", "strategy": "OCIO / consultant gatekeeper", "subject_id": "russell-investments", "subject_name": "Russell Investments", "subject_type": "vendor", "updated_at": "2026-06-19 16:21:16"}
{"amount": "", "attrs": {"action": "Pitch a governance-friendly quant sleeve that can sit next to mission, real-assets, and sustainable-investment exposures without creating operational noise.", "chatbot_surfaces": ["investment office", "committee memo", "foundation portal", "IC materials"], "pattern": "Foundation allocators with explicit private-equity leadership and sustainability seats can absorb liquid alts when the packet is governance-safe.", "sme_verify": "Does the foundation review liquid alts through a private-equity or total-portfolio lens?", "source_path": "data/recovered_batches/extracted_tick10_pe_allocators.json"}, "confidence": 0.78, "created_at": "2026-06-19 16:21:16", "deadline": null, "id": "foundation-allocation-the-john-d-and-catherine-t-macarthur-foundation-liquid-alternatives-quant-strategies-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "foundation_allocation", "status": "active", "strategy": "liquid alternatives / quant strategies", "subject_id": "the-john-d-and-catherine-t-macarthur-foundation", "subject_name": "The John D. and Catherine T. MacArthur Foundation", "subject_type": "foundation", "updated_at": "2026-06-19 16:21:16"}
{"amount": "", "attrs": {"action": "Use the long-tenured private-assets seat as the wedge: frame hedge funds as a stable portfolio-completion tool with liquidity and governance clarity.", "chatbot_surfaces": ["investment office", "committee memo", "foundation portal", "IC materials"], "pattern": "Long-tenure private-assets leadership usually means manager selection happens through a slow, consultant-friendly process.", "sme_verify": "Is the current foundation process consultant-led or direct to the investments team?", "source_path": "data/recovered_loop_tick31_healthcare_insurance_signals.json"}, "confidence": 0.73, "created_at": "2026-06-19 16:21:16", "deadline": null, "id": "foundation-allocation-w-k-kellogg-foundation-hedge-funds-liquid-alternatives-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "foundation_allocation", "status": "active", "strategy": "hedge funds / liquid alternatives", "subject_id": "w-k-kellogg-foundation", "subject_name": "W.K. Kellogg Foundation", "subject_type": "foundation", "updated_at": "2026-06-19 16:21:16"}
{"amount": "", "attrs": {"action": "Use Nicola da Roza as the operating gatekeeper and pitch liquid alts as portfolio-completion capital with mission fit and downside buffering.", "pattern": "A named investment lead plus a hospital-related allocator profile creates a practical route for a concise liquidity-aware packet.", "sme_verify": "Is Nicola da Roza still the current gatekeeper, and does outreach go direct or through a consultant?", "source_path": "data/recovered_batches/extracted_tick10_alts_allocators.json; data/recovered_loop_tick31_healthcare_insurance_signals.json; data/recovered_loop_tick45_source_backfill_signals.json"}, "confidence": 0.84, "created_at": "2026-06-19 16:21:16", "deadline": null, "id": "manager-search-st-jude-children-s-research-hospital-alsac-liquid-alternatives-hedge-funds-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "manager_search", "status": "active", "strategy": "liquid alternatives / hedge funds", "subject_id": "st-jude-children-s-research-hospital-alsac", "subject_name": "St. Jude Children's Research Hospital ALSAC", "subject_type": "hospital_endowment", "updated_at": "2026-06-19 17:55:01"}
{"amount": "", "attrs": {"action": "Treat the system as a review-window allocator: investment gains still support net income, so ask who owns external-manager review now and whether liquid alts or OCIO support is being reconsidered.", "pattern": "A healthcare-system balance sheet can force portfolio review even when the organization is not a traditional endowment.", "sme_verify": "Does the current review flow through finance, treasury, or a dedicated investment office?", "source_path": "data/recovered_batches/extracted_tick10_lps.json; data/recovered_loop_tick31_healthcare_insurance_signals.json"}, "confidence": 0.78, "created_at": "2026-06-19 16:21:16", "deadline": null, "id": "review-window-mass-general-brigham-liquid-alternatives-quant-hedge-funds-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "review_window", "status": "monitor", "strategy": "liquid alternatives / quant hedge funds", "subject_id": "mass-general-brigham", "subject_name": "Mass General Brigham", "subject_type": "healthcare_system", "updated_at": "2026-06-19 17:48:17"}
{"amount": "", "attrs": {"action": "Approach Jimmy C. Chang with transparent systematic sleeves, managed accounts, and lower-friction risk-premia products that can complement private-market exposure.", "chatbot_surfaces": ["CIO thought-leadership pages", "family-office research hub", "private-client portal", "IC materials"], "pattern": "CIO-led family offices are the cleanest direct route when the packet is governance-friendly and implementation-aware.", "sme_verify": "Is the family office actively looking for liquid sleeves or only research content?", "source_path": "data/recovered_batches/extracted_tick9_aima2025.json"}, "confidence": 0.8, "created_at": "2026-06-19 16:21:16", "deadline": null, "id": "family-office-channel-rockefeller-global-family-office-quant-systematic-liquid-alternatives-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "family_office_channel", "status": "active", "strategy": "quant / systematic / liquid alternatives", "subject_id": "rockefeller-global-family-office", "subject_name": "Rockefeller Global Family Office", "subject_type": "family_office", "updated_at": "2026-06-19 16:21:16"}
{"amount": "", "attrs": {"action": "Treat Pathstone as a reusable MFO route and prepare CIO-level research materials that can pass through a large investment team.", "chatbot_surfaces": ["CIO thought-leadership pages", "family-office research hub", "private-client portal", "IC materials"], "pattern": "Large MFOs with formal investment research teams can behave like institutional allocators when the packet is reusable and governance-friendly.", "sme_verify": "Does Pathstone route managers through CIO research first or through client-facing content?", "source_path": "data/recovered_loop_tick36_private_wealth_platform_signals.json"}, "confidence": 0.8, "created_at": "2026-06-19 16:21:16", "deadline": null, "id": "family-office-channel-pathstone-family-office-allocator-route-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "family_office_channel", "status": "active", "strategy": "family-office allocator route", "subject_id": "pathstone", "subject_name": "Pathstone", "subject_type": "multi_family_office", "updated_at": "2026-06-19 16:21:16"}
{"amount": "", "attrs": {"action": "Use CIO/principal coverage to target a direct single-family-office conversation with transparent systematic sleeves and managed-account logic.", "chatbot_surfaces": ["family-office research hub", "private-client portal", "IC materials", "principal pages"], "pattern": "Single-family offices are best approached when the principal or CIO role is clearly named in the corpus.", "sme_verify": "Which SFO is more likely to accept a manager packet directly from the principal or CIO?", "source_path": "data/recovered_batches/extracted_tick9_family_offices.json"}, "confidence": 0.77, "created_at": "2026-06-19 16:21:16", "deadline": null, "id": "family-office-channel-mousse-partners-hillspire-sfo-direct-pitch-route-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "family_office_channel", "status": "active", "strategy": "SFO direct pitch route", "subject_id": "mousse-partners-hillspire", "subject_name": "Mousse Partners / Hillspire", "subject_type": "single_family_office_cluster", "updated_at": "2026-06-19 16:21:16"}
{"amount": "", "attrs": {"action": "Turn the named allocator seats into outreach targets with CIO-specific packets, endowment phrasing, and board-safe diligence appendices.", "pattern": "The local corpus now has named allocator seats from endowments, foundations, pensions, and trust platforms, which is enough to move from organization-level rows to person-level follow-up.", "sme_verify_question": "Which of these named CIOs is currently the right first-touch for a manager packet versus a board-packet follow-up?", "source_path": "data/recovered_batches/extracted_tick10_alts_allocators.json; data/recovered_batches/extracted_tick10_conferences.json; docs/quant-person-gap-outreach-queue.md"}, "confidence": 0.95, "created_at": "2026-06-19 16:21:41", "deadline": null, "id": "allocator-person-outreach-cluster-named-allocator-cios-and-mds-allocator-cio-and-investment-office-outreach-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "allocator_person_outreach_cluster", "status": "active", "strategy": "allocator CIO and investment-office outreach", "subject_id": "named-allocator-cios-and-mds", "subject_name": "Named allocator CIOs and MDs", "subject_type": "allocator", "updated_at": "2026-06-19 16:21:41"}
{"amount": "", "attrs": {"action": "Package consultant-facing materials around manager research, operational diligence, portfolio construction, and OCIO fit so named leads can route the packet internally.", "pattern": "NEPC, Mercer, Callan, Aksia, Wilshire, Cerity/Verus, and CAPTRUST already form a named gatekeeper chain in the local corpus.", "sme_verify_question": "Which consultant surface is the real routing point: research lead, ODD lead, or CIO?", "source_path": "data/recovered_loop_tick63_consultant_people_action_map.json; data/recovered_loop_tick12_hidden_gatekeepers.json"}, "confidence": 0.96, "created_at": "2026-06-19 16:21:41", "deadline": null, "id": "consultant-gatekeeper-outreach-cluster-consultant-and-odd-leads-manager-screening-diligence-routing-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "consultant_gatekeeper_outreach_cluster", "status": "active", "strategy": "manager screening / diligence routing", "subject_id": "consultant-and-odd-leads", "subject_name": "Consultant and ODD leads", "subject_type": "consultant", "updated_at": "2026-06-19 16:21:41"}
{"amount": "", "attrs": {"action": "Use the CAIS and iCapital leadership nodes to route advisor-intelligence, diligence, and subscription content into platform-native workflows.", "pattern": "The platform layer is already personized, so content should be written for named leadership and the surfaces they control rather than for the brand in the abstract.", "sme_verify_question": "Does the platform route depend more on leadership relationships or on the marketplace workflow itself?", "source_path": "data/recovered_loop_tick40_influence_paths_aeo_geo.json; data/recovered_loop_tick65_event_roster_sponsor_depth.json"}, "confidence": 0.93, "created_at": "2026-06-19 16:21:41", "deadline": null, "id": "private-wealth-platform-leader-cluster-matt-brown-and-lawrence-calcano-private-wealth-platform-and-marketplace-routing-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "private_wealth_platform_leader_cluster", "status": "active", "strategy": "private-wealth platform and marketplace routing", "subject_id": "matt-brown-and-lawrence-calcano", "subject_name": "Matt Brown and Lawrence Calcano", "subject_type": "platform_leader", "updated_at": "2026-06-19 16:21:41"}
{"amount": "", "attrs": {"action": "Use the named conference speakers as content-targeting anchors for event follow-up, allocator credibility, and SME verification paths.", "pattern": "The iConnections and AAAIM speaker corpora contain multiple allocator, manager, and platform names that are actionable beyond the event brand itself.", "sme_verify_question": "Which speaker names should be treated as content targets rather than general conference vanity nodes?", "source_path": "data/recovered_batches/extracted_tick10_conferences.json"}, "confidence": 0.92, "created_at": "2026-06-19 16:21:41", "deadline": null, "id": "event-influencer-cluster-conference-speakers-speaker-based-content-targeting-and-follow-up-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "event_influencer_cluster", "status": "active", "strategy": "speaker-based content targeting and follow-up", "subject_id": "conference-speakers", "subject_name": "Conference speakers", "subject_type": "event_influencer", "updated_at": "2026-06-19 16:21:41"}
{"amount": "", "attrs": {"action": "Write answer-first pages, entity-clean bios, FAQ blocks, and dated comparison tables for ChatGPT Search, Google AI Overviews, Claude, and AlphaSense visibility.", "pattern": "The local monitoring matrix already shows that allocator-intent search and document retrieval favor canonical, date-stamped, and provenance-heavy packaging.", "sme_verify_question": "Which answer surface is most likely to surface stale or thin citations first?", "source_path": "docs/quant-aeo-geo-monitoring-matrix.md; docs/quant-aeo-geo-content-backlog.md"}, "confidence": 0.94, "created_at": "2026-06-19 16:21:41", "deadline": null, "id": "aeo-geo-influencer-cluster-answer-surface-influencers-aeo-geo-packaging-and-canonical-entity-pages-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "aeo_geo_influencer_cluster", "status": "active", "strategy": "AEO/GEO packaging and canonical entity pages", "subject_id": "answer-surface-influencers", "subject_name": "Answer-surface influencers", "subject_type": "answer_engine", "updated_at": "2026-06-19 16:21:41"}
{"amount": "", "attrs": {"action": "Link named CIOs, research leads, and speaker nodes back to the platform and answer surfaces they can actually influence.", "pattern": "The strongest outreach nodes in the local corpus are the people who sit at the join between allocator seats, consultant gates, conference stages, and answer surfaces.", "sme_verify_question": "Which named person should be treated as the highest-leverage cross-surface bridge?", "source_path": "data/recovered_batches/extracted_tick10_alts_allocators.json; data/recovered_batches/extracted_tick10_conferences.json; data/recovered_loop_tick63_consultant_people_action_map.json; docs/quant-aeo-geo-monitoring-matrix.md"}, "confidence": 0.9, "created_at": "2026-06-19 16:21:41", "deadline": null, "id": "person-to-surface-bridge-named-allocators-and-consultants-with-surface-exposure-cross-surface-person-graph-enrichment-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "person_to_surface_bridge", "status": "active", "strategy": "cross-surface person graph enrichment", "subject_id": "named-allocators-and-consultants-with-surface-exposure", "subject_name": "Named allocators and consultants with surface exposure", "subject_type": "bridge", "updated_at": "2026-06-19 16:21:41"}
{"amount": "", "attrs": {"action": "Before any broad outreach sprint, mirror the passive-indexing search page, attachments, addenda, deadline, requirements, award path, contract-expiry context, and replacement-cycle evidence into one response packet.", "pattern": "Open searches become directly pitchable only after all attachments and addenda are captured; otherwise the team risks pitching from a headline instead of the actual requirements.", "required_packet_delta": ["solicitation_url", "attachment_urls", "addenda_urls", "deadline", "mandate_scope", "minimum_qualifications", "fee_template", "submission_contact", "contract_expiry_or_incumbent_context"], "sme_verify": "Ask a NYC BAM or consultant SME whether the passive-indexing replacement cycle indicates a broader roster refresh or only a narrow passive mandate.", "source_path": "docs/quant-pitch-calendar.md; data/recovered_loop_tick66_parent_official_gap_queue.json"}, "confidence": 0.96, "created_at": "2026-06-19 16:26:46", "deadline": "2026-07-15", "id": "pitch-now-nyc-bam-july-15-response-packet-quant-hedge-fund-rfp-response-readiness-2026-07-15-open", "next_review": null, "signal_date": "2026-07-15", "signal_type": "pitch_now", "status": "open", "strategy": "quant hedge fund RFP response readiness", "subject_id": "nyc-bam-july-15-response-packet", "subject_name": "NYC BAM July 15 response packet", "subject_type": "public_pension_surface", "updated_at": "2026-06-19 16:26:46"}
{"amount": "", "attrs": {"action": "Refresh eVestment and the direct CalPERS proposal packet with a total-fund completion memo: active-risk efficiency, liquidity, drawdown behavior, capacity, implementation fit, and comparison versus QIS or internal overlays.", "chatbot_surfaces": ["ChatGPT Search", "Google AI Overviews", "Claude", "Nasdaq eVestment", "MercerInsight/eVestment"], "pattern": "CalPERS intake is open-ended, but recent leadership and portfolio-construction motion changes the language that should be used.", "sme_verify": "Ask a CalPERS or consultant SME whether current public-market quant opportunities are screened through eVestment first, direct proposal first, or internal total-fund implementation channels.", "source_path": "data/recovered_loop_tick64_official_packet_source_upgrades.json; docs/quant-pitch-calendar.md"}, "confidence": 0.91, "created_at": "2026-06-19 16:26:46", "deadline": null, "id": "pitch-now-calpers-total-fund-quant-completion-packet-standing-public-manager-intake-and-total-fund-completion-pitch-2026-06-19-open", "next_review": null, "signal_date": "2026-06-19", "signal_type": "pitch_now", "status": "open", "strategy": "standing public-manager intake and total-fund completion pitch", "subject_id": "calpers-total-fund-quant-completion-packet", "subject_name": "CalPERS total-fund quant completion packet", "subject_type": "public_pension_surface", "updated_at": "2026-06-19 16:26:46"}
{"amount": "", "attrs": {"action": "Create a monthly proof-of-freshness run for eVestment, Preqin, PitchBook, Aksia Manager Portal/MAX, iCapital, CAIS, and consultant databases; record last-updated dates, field gaps, and missing documents.", "chatbot_surfaces": ["eVestment", "Preqin", "PitchBook", "Aksia MAX", "iCapital", "CAIS x Claude"], "pattern": "Decision makers often discover or reject managers inside gated databases before a meeting is granted.", "sme_verify": "Ask consultant relations or platform SMEs which fields are hard filters for quant managers: AUM, track record, live versus backtest history, risk systems, liquidity gates, SMA availability, and ODD status.", "source_path": "docs/quant-aeo-geo-content-backlog.md; docs/quant-pitch-calendar.md"}, "confidence": 0.88, "created_at": "2026-06-19 16:26:46", "deadline": null, "id": "manager-database-manager-database-freshness-clock-database-and-portal-freshness-for-allocator-discovery-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "manager_database", "status": "active", "strategy": "database and portal freshness for allocator discovery", "subject_id": "manager-database-freshness-clock", "subject_name": "Manager database freshness clock", "subject_type": "workflow_surface", "updated_at": "2026-06-19 16:26:46"}
{"amount": "", "attrs": {"action": "Turn SURS, VRS, NYC BAM, CalPERS, and similar termination/reallocation rows into a weekly SME call script and board-agenda monitor; prioritize mandates where a manager was terminated, watchlisted, or contract-renewed after underperformance.", "pattern": "Replacement motion is more actionable than general demand because budget, governance attention, and implementation urgency already exist.", "sme_verify": "Ask whether the termination created open capital, replacement capital, or only benchmark housekeeping; then ask who owns the replacement shortlist.", "source_path": "docs/quant-pitch-calendar.md; data/recovered_loop_tick66_parent_official_gap_queue.json"}, "confidence": 0.84, "created_at": "2026-06-19 16:26:46", "deadline": null, "id": "watchlist-low-performer-replacement-watchlist-replacement-capital-trigger-detection-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "watchlist", "status": "monitor", "strategy": "replacement-capital trigger detection", "subject_id": "low-performer-replacement-watchlist", "subject_name": "Low-performer replacement watchlist", "subject_type": "allocator_motion_process", "updated_at": "2026-06-19 16:26:46"}
{"amount": "", "attrs": {"action": "Publish answer-first, source-cited pages for quant allocator queries, then mirror them as PDF, spreadsheet, and deck artifacts for ChatGPT Search, Google AI Overviews, Claude, Perplexity, AlphaSense, and internal copilots.", "chatbot_surfaces": ["ChatGPT Search", "ChatGPT Deep Research", "Google AI Overviews", "Claude", "Perplexity", "AlphaSense", "Microsoft 365 Copilot", "Glean"], "pattern": "Decision makers and staff increasingly ask answer engines first, but enterprise workflows still require downloadable evidence packets.", "sme_verify": "Ask allocator relations which exact questions are being asked in ChatGPT, Claude, Google, AlphaSense, and internal Copilot/Glean workflows before committee meetings.", "source_path": "docs/quant-aeo-geo-content-backlog.md"}, "confidence": 0.86, "created_at": "2026-06-19 16:26:46", "deadline": null, "id": "answer-engine-channel-answer-engine-allocator-diligence-layer-aeo-geo-content-for-allocator-and-consultant-discovery-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "answer_engine_channel", "status": "active", "strategy": "AEO/GEO content for allocator and consultant discovery", "subject_id": "answer-engine-allocator-diligence-layer", "subject_name": "Answer-engine allocator diligence layer", "subject_type": "answer_engine", "updated_at": "2026-06-19 16:26:46"}
{"amount": "", "attrs": {"action": "Track the managed-account platform procurement and follow the selection announcements for expansion opportunities.", "expected_fields": ["procurement_timing", "selection_outcome", "firm_responsibilities", "platform_document_url"], "pattern": "A closed RFP can still signal infrastructure buildout when the selected firm will identify and negotiate with prime brokers and administrators.", "required_packet_delta": "RFP packet with procurement timing, selection outcome, firm responsibilities, and platform document URL", "sme_verify": "Does the RFP show a live manager-facing window or only an internal infrastructure procurement?", "source_path": "data/quant_pitch_calendar.json; data/recovered_loop_tick21_live_signals.json"}, "confidence": 0.88, "created_at": "2026-06-19 16:27:06", "deadline": null, "id": "rfp-active-massprim-managed-account-platform-pcs-managed-account-platform-hedge-fund-implementation-2026-02-20-monitor", "next_review": null, "signal_date": "2026-02-20", "signal_type": "rfp_active", "status": "monitor", "strategy": "managed-account platform / hedge fund implementation", "subject_id": "massprim-managed-account-platform-pcs", "subject_name": "MassPRIM managed-account platform / PCS", "subject_type": "public_pension_surface", "updated_at": "2026-06-19 16:27:06"}
{"amount": "", "attrs": {"action": "Capture the July 16-17 board-material bundle at URL level and extract agenda, summary, recording, board-book sections, approvals, commitments, and manager-change references.", "expected_fields": ["meeting_date", "agenda_url", "board_book_url", "summary_url", "recording_url", "approval", "commitment", "manager_change"], "pattern": "Board-cycle intelligence is only useful when meeting-specific attachments are mirrored and parsed.", "required_packet_delta": "meeting date, agenda URL, board book URL, summary URL, recording URL, approvals, commitments, manager changes", "sme_verify": "Does the July meeting include approvals and commitments, or only informational items?", "source_path": "docs/quant-board-packet-extraction-queue.md; docs/quant-pitch-calendar.md; data/recovered_loop_tick65_board_packet_extraction_targets.json"}, "confidence": 0.9, "created_at": "2026-06-19 16:27:06", "deadline": "2026-07-17", "id": "official-source-gap-teacher-retirement-system-of-texas-july-2026-board-bundle-board-book-and-manager-change-extraction-2026-07-16-active", "next_review": null, "signal_date": "2026-07-16", "signal_type": "official_source_gap", "status": "active", "strategy": "board book and manager-change extraction", "subject_id": "teacher-retirement-system-of-texas-july-2026-board-bundle", "subject_name": "Teacher Retirement System of Texas July 2026 board bundle", "subject_type": "public_pension_surface", "updated_at": "2026-06-19 16:27:06"}
{"amount": "", "attrs": {"action": "Download and normalize the Q1 2026 report into manager, mandate, asset class, allocation or commitment, consultant, selection date, and document URL fields.", "expected_fields": ["quarter", "manager", "mandate", "asset_class", "selection_date", "allocation", "consultant", "document_url"], "pattern": "Quarterly new-manager reports can reveal active manager appetite before the next formal solicitation.", "required_packet_delta": "quarter, manager, mandate, asset class, selection date, allocation, consultant, document URL", "sme_verify": "Do Florida SBA new-manager reports reflect fresh allocations, manager replacements, or only reporting formalities?", "source_path": "data/recovered_loop_tick64_official_packet_source_upgrades.json; docs/quant-pitch-calendar.md"}, "confidence": 0.94, "created_at": "2026-06-19 16:27:06", "deadline": null, "id": "official-source-gap-florida-sba-q1-2026-new-managers-report-new-manager-onboarding-tape-extraction-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "official_source_gap", "status": "active", "strategy": "new-manager onboarding tape extraction", "subject_id": "florida-sba-q1-2026-new-managers-report", "subject_name": "Florida SBA Q1 2026 New Managers Report", "subject_type": "public_pension_surface", "updated_at": "2026-06-19 16:27:06"}
{"amount": "", "attrs": {"action": "Mirror the posted meeting resources and extract any allocation-change language, approval items, manager references, and archive fields that point to live pitchable motion.", "expected_fields": ["agenda", "minutes", "book", "audio", "manager_change", "allocation_language"], "pattern": "An archive that exposes agenda, book, and audio fields can surface allocation motion even after the meeting date passes.", "required_packet_delta": "agenda, minutes, book, audio, manager-change references, allocation-language fields", "sme_verify": "Which archive fields are actually posted for June 18, 2026: agenda only, agenda plus book, or full agenda/book/audio?", "source_path": "data/recovered_loop_tick64_official_packet_source_upgrades.json; data/recovered_loop_tick65_board_packet_extraction_targets.json"}, "confidence": 0.92, "created_at": "2026-06-19 16:27:06", "deadline": null, "id": "board-archive-window-utimco-june-18-2026-agenda-book-audio-bundle-board-agenda-board-book-audio-extraction-2026-06-18-active", "next_review": null, "signal_date": "2026-06-18", "signal_type": "board_archive_window", "status": "active", "strategy": "board agenda / board book / audio extraction", "subject_id": "utimco-june-18-2026-agenda-book-audio-bundle", "subject_name": "UTIMCO June 18 2026 agenda/book/audio bundle", "subject_type": "endowment_surface", "updated_at": "2026-06-19 16:27:06"}
{"amount": "", "attrs": {"action": "Pair the June 23 finance-committee cadence with the RFP page and watch for any manager-review cue before a formal search is posted.", "expected_fields": ["board_agenda_item", "committee_packet", "procurement_reference", "open_rfp_status", "manager_review_cue"], "pattern": "Board cadence plus a negative open-RFP page can still reveal a near-term search if committee materials mention manager review or allocation change.", "required_packet_delta": "board agenda item, committee packet, procurement reference, open-RFP status, manager-review cue", "sme_verify": "Is the relevant signal on the board agenda, the RFP page, or only a later committee packet?", "source_path": "docs/quant-board-packet-extraction-queue.md; data/recovered_loop_tick65_board_packet_extraction_targets.json"}, "confidence": 0.86, "created_at": "2026-06-19 16:27:06", "deadline": null, "id": "negative-rfp-monitor-kcera-board-and-rfp-cadence-board-agendas-minutes-plus-open-cycle-rfp-watch-2026-06-23-monitor", "next_review": null, "signal_date": "2026-06-23", "signal_type": "negative_rfp_monitor", "status": "monitor", "strategy": "board agendas/minutes plus open-cycle RFP watch", "subject_id": "kcera-board-and-rfp-cadence", "subject_name": "KCERA board and RFP cadence", "subject_type": "public_pension_surface", "updated_at": "2026-06-19 16:27:06"}
{"amount": "", "attrs": {"action": "Use consultant coverage and RFP visibility to reach the first-screen shortlist; package manager-selection rigor, transparency, and operating evidence for consultant review.", "expected_fields": ["consultant_contact", "manager_selection_memo", "ddq", "rfp_response_pack", "fee_schedule", "liquidity_schedule"], "pattern": "Consultant-led alternatives diligence can determine which managers enter the allocator search set before any public RFP appears.", "required_packet_delta": "consultant-ready DDQ, manager-selection memo, RFP response pack, operating summary, fee and liquidity schedule", "sme_verify": "Which consultant inbox or manager-search workflow actually controls the first screen for the target allocator?", "source_path": "data/recovered_loop_tick21_consultant_gap_signals.json; data/recovered_loop_tick65_board_packet_extraction_targets.json"}, "confidence": 0.9, "created_at": "2026-06-19 16:27:06", "deadline": null, "id": "consultant-gatekeeper-nepc-wilshire-callan-verus-rvk-alternatives-consulting-ocio-rfp-routing-2026-q2-active", "next_review": null, "signal_date": "2026-Q2", "signal_type": "consultant_gatekeeper", "status": "active", "strategy": "alternatives consulting / OCIO / RFP routing", "subject_id": "nepc-wilshire-callan-verus-rvk", "subject_name": "NEPC / Wilshire / Callan / Verus / RVK", "subject_type": "vendor", "updated_at": "2026-06-19 16:27:06"}
{"amount": "", "attrs": {"action": "Prepare platform-compatible fund data, subscription docs, advisor comparisons, and family-office-ready messaging; treat private banks and family offices as live liquidity-and-diversification buyers.", "expected_fields": ["advisor_prompt", "subscription_workflow", "ddq_field", "reporting_artifact", "event_access_route", "family_office_contact_route"], "pattern": "Private-wealth alternatives platforms consolidate access rails, so manager distribution shifts from bilateral pitching to platform-ready packaging.", "required_packet_delta": "advisor prompts, subscription workflow, DDQ fields, reporting artifacts, event access route, family-office contact route", "sme_verify": "Which platform field or forum gate is mandatory for a hedge-fund manager to get past the first operational screen?", "source_path": "data/recovered_loop_tick35_private_wealth_platform_signals.json; data/recovered_loop_tick38_apac_middle_east_distribution_signals.json; data/recovered_loop_tick66_lp_family_office_routes.json"}, "confidence": 0.89, "created_at": "2026-06-19 16:27:06", "deadline": null, "id": "wealth-channel-demand-icapital-cais-j-p-morgan-private-bank-campden-wealth-family-wealth-alliance-advisor-platforms-and-family-office-routes-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "wealth_channel_demand", "status": "active", "strategy": "advisor platforms and family-office routes", "subject_id": "icapital-cais-j-p-morgan-private-bank-campden-wealth-family-wealth-alliance", "subject_name": "iCapital / CAIS / J.P. Morgan Private Bank / Campden Wealth / Family Wealth Alliance", "subject_type": "private_wealth_surface", "updated_at": "2026-06-19 16:27:06"}
{"amount": "", "attrs": {"action": "Use the qualified family-office and private-bank forum paths for live outreach, and align the pitch with sponsor, speaker, and registration routes that are already exposed.", "expected_fields": ["registration_path", "sponsor_route", "speaker_route", "attendee_qualification", "event_date", "allocator_theme"], "pattern": "Conference access becomes a pitch window when the route exposes qualification, sponsorship, and speaker surfaces for decision makers.", "required_packet_delta": "registration path, sponsor route, speaker route, attendee qualification, event date, allocator theme", "sme_verify": "Are these routes current allocator meetings or just media/event branding without routable access?", "source_path": "data/recovered_loop_tick38_apac_middle_east_distribution_signals.json; data/recovered_loop_tick66_lp_family_office_routes.json"}, "confidence": 0.91, "created_at": "2026-06-19 16:27:06", "deadline": null, "id": "conference-route-open-campden-wealth-events-apb-summit-2026-hubbis-2026-forums-family-office-and-private-bank-allocator-meetings-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "conference_route_open", "status": "active", "strategy": "family-office and private-bank allocator meetings", "subject_id": "campden-wealth-events-apb-summit-2026-hubbis-2026-forums", "subject_name": "Campden Wealth events / APB Summit 2026 / Hubbis 2026 forums", "subject_type": "conference", "updated_at": "2026-06-19 16:27:06"}
{"amount": "", "attrs": {"action": "Assemble the replacement packet before the formal RFP appears: incumbent failure thesis, transition plan, fee/liquidity schedule, risk-comparison table, and consultant-ready DDQ.", "expected_fields": ["termination_date", "terminated_manager", "sleeve", "reason_category", "replacement_need", "transition_plan", "verification_source"], "pattern": "Replacement opportunities often appear first as termination disclosures, board minutes, consultant renewals, or monthly transaction reports before a public manager search is visible.", "required_packet_delta": "termination date, terminated manager, sleeve, reason category, replacement need, transition plan, official source or SME verification", "sme_verify": "Were the terminations performance-driven, fee/liquidity-driven, fit-driven, or broader sleeve redesigns?", "source_path": "data/recovered_loop_tick50_replacement_motion_signals.json; data/recovered_loop_tick66_parent_official_gap_queue.json"}, "confidence": 0.84, "created_at": "2026-06-19 16:27:06", "deadline": null, "id": "replacement-motion-pattern-vrs-orchard-liquid-credit-surs-long-vol-termination-pattern-manager-pruning-replacement-cycle-targeting-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "replacement_motion_pattern", "status": "monitor", "strategy": "manager pruning / replacement-cycle targeting", "subject_id": "vrs-orchard-liquid-credit-surs-long-vol-termination-pattern", "subject_name": "VRS Orchard Liquid Credit / SURS long-vol termination pattern", "subject_type": "public_pension_surface", "updated_at": "2026-06-19 16:27:06"}
{"amount": "", "attrs": {"action": "Use quarterly new-manager reports as an early allocation tape: pitch managers that appear in the report with transition-ready materials, peer-comparison context, and a clear fit statement for the next formal solicitation.", "pattern": "Quarterly new-manager reports reveal active onboarding before the next RFP cycle becomes visible, so fresh allocations can be observed rather than inferred.", "sme_verify": "Do the reports reflect fresh allocations, replacements, or only reporting formalities?", "source_path": "data/recovered_loop_tick39_board_agenda_rfp_signals.json"}, "confidence": 0.97, "created_at": "2026-06-19 16:27:06", "deadline": null, "id": "manager-onboarding-report-florida-sba-new-manager-reports-fresh-allocations-manager-onboarding-2026-q1-historical", "next_review": null, "signal_date": "2026-Q1", "signal_type": "manager_onboarding_report", "status": "historical", "strategy": "fresh allocations / manager onboarding", "subject_id": "florida-sba-new-manager-reports", "subject_name": "Florida SBA New Manager Reports", "subject_type": "public_pension", "updated_at": "2026-06-19 16:27:06"}
{"amount": "", "attrs": {"action": "Treat this as a replacement-motion case: pitch follow-on liquid credit, relative value, or systematic fixed-income managers with a fee/liquidity transition plan and explicit reason-category framing.", "pattern": "A terminated liquid-credit sleeve can create a near-term slot for replacement managers if the termination reflects fit, performance, or portfolio redesign rather than a full category exit.", "sme_verify": "Was Orchard terminated for performance, fit, fee/liquidity, or a broader sleeve redesign, and what replaced the exposure?", "source_path": "data/recovered_loop_tick50_replacement_motion_signals.json"}, "confidence": 0.84, "created_at": "2026-06-19 16:27:06", "deadline": null, "id": "manager-termination-virginia-retirement-system-orchard-liquid-credit-termination-liquid-credit-sleeve-replacement-2026-03-01-historical", "next_review": null, "signal_date": "2026-03-01", "signal_type": "manager_termination", "status": "historical", "strategy": "liquid credit sleeve replacement", "subject_id": "virginia-retirement-system-orchard-liquid-credit-termination", "subject_name": "Virginia Retirement System Orchard Liquid Credit termination", "subject_type": "public_pension", "updated_at": "2026-06-19 16:27:06"}
{"amount": "", "attrs": {"action": "Treat consultant consolidation as a reset window and revalidate the buyer path, intake process, and named research team after the transition.", "pattern": "OCIO consolidation can move investment decisions into a delegated platform where the real buyer is the research team, not the legacy brand surface.", "sme_verify": "Does the consolidated channel preserve direct manager screening, or does it require a new consultant and OCIO intake path?", "source_path": "data/recovered_loop_tick21_consultant_gap_signals.json; data/recovered_loop_tick67_historical_motion_signals.json"}, "confidence": 0.81, "created_at": "2026-06-19 16:27:06", "deadline": null, "id": "consultant-transition-verus-cerity-partners-institutional-consulting-ocio-2026-06-19-historical", "next_review": null, "signal_date": "2026-06-19", "signal_type": "consultant_transition", "status": "historical", "strategy": "institutional consulting / OCIO", "subject_id": "verus-cerity-partners", "subject_name": "Verus / Cerity Partners", "subject_type": "consultant_channel", "updated_at": "2026-06-19 16:52:11"}
{"amount": "", "attrs": {"action": "Use recurring board archives to extract motions, presenters, and closed-session references before the public search surface updates.", "pattern": "Recurring board materials can expose manager-review and replacement motion earlier than a public search announcement.", "sme_verify": "Which agenda items map to manager review or replacement rather than routine governance?", "source_path": "data/recovered_loop_tick67_historical_motion_signals.json; docs/quant-pitch-calendar.md"}, "confidence": 0.96, "created_at": "2026-06-19 16:27:06", "deadline": null, "id": "board-agenda-cadence-calpers-board-meetings-board-and-committee-agenda-monitoring-2026-06-19-historical", "next_review": null, "signal_date": "2026-06-19", "signal_type": "board_agenda_cadence", "status": "historical", "strategy": "board and committee agenda monitoring", "subject_id": "calpers-board-meetings", "subject_name": "CalPERS Board Meetings", "subject_type": "public_pension", "updated_at": "2026-06-19 16:52:11"}
{"amount": "", "attrs": {"action": "Use repeat conference appearances as a durable follow-up trigger: a speaker who reappears across event corpora is already accepted into multiple allocator rooms and is more likely to remain active in manager selection.", "pattern": "Repeated appearance across conference corpora indicates a speaker who is already accepted into multiple allocator rooms and can reappear as a reliable channel.", "sme_verify": "Is Amy still running external portfolio management and does she steer manager meetings or only conference participation?", "source_path": "data/recovered_batches/extracted_tick10_conferences.json; data/recovered_loop_tick66_person_influencer_expansion.json; docs/quant-pitch-calendar.md"}, "confidence": 0.88, "created_at": "2026-06-19 16:27:06", "deadline": null, "id": "speaker-repetition-amy-flikerski-conference-speaker-repetition-allocator-follow-up-2025-2026-historical", "next_review": null, "signal_date": "2025-2026", "signal_type": "speaker_repetition", "status": "historical", "strategy": "conference speaker repetition / allocator follow-up", "subject_id": "amy-flikerski", "subject_name": "Amy Flikerski", "subject_type": "person", "updated_at": "2026-06-19 16:27:06"}
{"amount": "", "attrs": {"action": "Benchmark quant distribution against platform-wrapper onboarding: if a wealth platform launches a private-markets SMA, pitch the hedge fund as something that can clear the same operational, reporting, and advisor-education hurdles.", "pattern": "When major wealth platforms launch private-market SMAs, alternatives distribution shifts toward wrappers that solve access, education, and operations for advisors.", "sme_verify": "Does the platform accept live manager onboarding, or only packaged fund wrappers with advisor-friendly reporting?", "source_path": "data/recovered_loop_tick36_private_wealth_platforms_expanded.json"}, "confidence": 0.89, "created_at": "2026-06-19 16:27:06", "deadline": null, "id": "platform-onboarding-morgan-stanley-wealth-management-blackrock-partners-group-sma-wrapper-private-markets-sma-alternatives-wrapper-2026-06-19-historical", "next_review": null, "signal_date": "2026-06-19", "signal_type": "platform_onboarding", "status": "historical", "strategy": "private markets SMA / alternatives wrapper", "subject_id": "morgan-stanley-wealth-management-blackrock-partners-group-sma-wrapper", "subject_name": "Morgan Stanley Wealth Management / BlackRock / Partners Group SMA wrapper", "subject_type": "vendor", "updated_at": "2026-06-19 16:27:06"}
{"amount": "", "attrs": {"action": "Pitch CalPERS-adjacent quant ideas as total-portfolio completion, active-risk-efficient exposure, or cross-asset implementation rather than as a standalone hedge-fund bucket.", "pattern": "A total-portfolio approach shifts the sale from asset-class allocation to contribution-to-total-fund risk and return.", "sme_verify": "Which staff or consultants now translate the total-portfolio framework into external-manager searches?", "source_path": "data/recovered_loop_tick21_live_allocator_signals.json"}, "confidence": 0.98, "created_at": "2026-06-19 16:27:06", "deadline": null, "id": "allocation-policy-shift-calpers-total-portfolio-approach-portfolio-completion-2025-11-18-historical", "next_review": null, "signal_date": "2025-11-18", "signal_type": "allocation_policy_shift", "status": "historical", "strategy": "total portfolio approach / portfolio completion", "subject_id": "calpers", "subject_name": "CalPERS", "subject_type": "public_pension", "updated_at": "2026-06-19 16:27:06"}
{"amount": "", "attrs": {"action": "Monitor for follow-on or replacement demand if underperformance persists; the pitch should emphasize differentiated alpha capture controls, founder/team stability, and why the current model is still worth backing.", "pattern": "A first-half loss plus talent departure can move an allocator from launch support to replacement review.", "sme_verify": "Was the loss enough to trigger follow-on review, or is the capital still anchored by the strategic relationship?", "source_path": "data/recovered_loop_tick14_quant_actionable_signals.json"}, "confidence": 0.7, "created_at": "2026-06-19 16:27:06", "deadline": null, "id": "replacement-hint-taproot-management-alpha-capture-multi-strategy-replication-2026-03-monitor", "next_review": null, "signal_date": "2026-03", "signal_type": "replacement_hint", "status": "monitor", "strategy": "alpha capture / multi-strategy replication", "subject_id": "taproot-management", "subject_name": "Taproot Management", "subject_type": "fund", "updated_at": "2026-06-19 16:27:06"}
{"amount": "", "attrs": {"action": "Publish a canonical manager landing page, FAQ and comparison hub, dated claims, source-linked comparison tables, counterevidence, primary-source appendix, and PDF/deck mirror; mirror visible facts into JSON-LD so the entity, strategy, fees, liquidity, capacity, and risk language are machine-resolvable.", "pattern": "High-intent prompts cluster around 'quant hedge fund vs bank QIS', 'best downside capture', 'capacity and crowding', 'drawdown control', 'fees and liquidity', 'black-box risk', and 'backtest overfitting'.", "sme_verify": "Which claims must remain on-page to satisfy both public answer engines and allocator diligence?", "source_path": "docs/quant-aeo-geo-content-backlog.md; docs/quant-aeo-geo-monitoring-matrix.md"}, "confidence": 0.89, "created_at": "2026-06-19 16:27:22", "deadline": null, "id": "aeo-geo-requirement-chatgpt-search-google-ai-overviews-claude-public-discovery-answer-first-public-discovery-for-quant-hedge-fund-fundraising-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "aeo_geo_requirement", "status": "active", "strategy": "answer-first public discovery for quant hedge fund fundraising", "subject_id": "chatgpt-search-google-ai-overviews-claude-public-discovery", "subject_name": "ChatGPT Search / Google AI Overviews / Claude public discovery", "subject_type": "public_answer_engine", "updated_at": "2026-06-19 16:27:22"}
{"amount": "", "attrs": {"action": "Keep manager profiles current with exact strategy taxonomy, monthly returns, AUM, capacity, fees, liquidity, risk factors, contacts, benchmark tables, and consultant-ready narrative; create a manager profile / fundraising timeline / investor map packet for directory surfaces.", "pattern": "Consultant queries are usually screening queries: 'manager search', 'alternatives consulting', 'RFP readiness', 'operational diligence', 'capacity', 'liquidity', and 'implementation burden'.", "sme_verify": "Which eVestment fields decide whether a quant strategy reaches a consultant shortlist?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md; docs/quant-pitch-calendar.md"}, "confidence": 0.86, "created_at": "2026-06-19 16:27:22", "deadline": null, "id": "consultant-screening-requirement-mercerinsight-evestment-and-consultant-screening-consultant-ready-profile-completeness-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "consultant_screening_requirement", "status": "active", "strategy": "consultant-ready profile completeness", "subject_id": "mercerinsight-evestment-and-consultant-screening", "subject_name": "MercerInsight/eVestment and consultant screening", "subject_type": "consultant_search_surface", "updated_at": "2026-06-19 16:27:22"}
{"amount": "", "attrs": {"action": "Package DDQ answers, ODD memo, exposure taxonomy, risk reporting, fee/liquidity schedule, drawdown profile, transparency evidence, and data-room index; keep named research people and current contacts visible.", "pattern": "Aksia workflows are diligence queries: 'DDQ', 'ODD', 'risk reporting', 'transparency evidence', 'service providers', 'administrator', 'auditor', and 'valuation policy'.", "sme_verify": "Which Aksia fields are mandatory for screening versus only useful for follow-up diligence?", "source_path": "docs/quant-aeo-geo-content-backlog.md; docs/quant-consultant-private-wealth-extraction-queue.md"}, "confidence": 0.88, "created_at": "2026-06-19 16:27:22", "deadline": null, "id": "diligence-surface-requirement-aksia-max-manager-portal-ddq-and-odd-evidence-packaging-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "diligence_surface_requirement", "status": "active", "strategy": "DDQ and ODD evidence packaging", "subject_id": "aksia-max-manager-portal", "subject_name": "Aksia MAX / Manager Portal", "subject_type": "consultant_diligence_surface", "updated_at": "2026-06-19 16:27:22"}
{"amount": "", "attrs": {"action": "Publish advisor one-pagers, model-portfolio fit briefs, liquidity/fee explainers, all-in economics, subscription checklist, platform-compatible fund data, and advisor FAQ blocks; make the strategy answer the question 'which liquid alts fit our portfolio' without forcing a PDF hunt.", "pattern": "Advisor prompts center on 'which liquid alts fit our portfolio', 'model portfolio fit', 'liquidity', 'all-in economics', 'subscription workflow', and 'diligence requirements'.", "sme_verify": "Which platform fields are mandatory for onboarding versus useful only for discovery?", "source_path": "docs/quant-aeo-geo-content-backlog.md; docs/quant-consultant-private-wealth-extraction-queue.md"}, "confidence": 0.9, "created_at": "2026-06-19 16:27:22", "deadline": null, "id": "private-wealth-distribution-requirement-cais-search-cais-x-claude-and-icapital-marketplace-due-diligence-advisor-ready-liquid-alternatives-packaging-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "private_wealth_distribution_requirement", "status": "active", "strategy": "advisor-ready liquid alternatives packaging", "subject_id": "cais-search-cais-x-claude-and-icapital-marketplace-due-diligence", "subject_name": "CAIS search / CAIS x Claude and iCapital Marketplace / Due Diligence", "subject_type": "private_wealth_surface", "updated_at": "2026-06-19 16:27:22"}
{"amount": "", "attrs": {"action": "Create a cited research pack, executive Q&A, transcript and filing references, factor tables, attribution workbook, methodology page, and slide-ready evidence blocks with exact timestamps and source paths.", "pattern": "Research analysts ask 'what changed', 'show the strongest bearish evidence', 'map the catalyst calendar', 'explain attribution', and 'which transcript or filing supports this claim'.", "sme_verify": "Which evidence asset is more important in practice: transcript references, filing paths, or period-aligned tables?", "source_path": "docs/quant-aeo-geo-monitoring-matrix.md; docs/quant-aeo-geo-content-backlog.md"}, "confidence": 0.84, "created_at": "2026-06-19 16:27:22", "deadline": null, "id": "research-workflow-requirement-alphasense-bloomberg-askb-factset-ai-cited-research-and-provenance-heavy-analyst-workflow-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "research_workflow_requirement", "status": "active", "strategy": "cited research and provenance-heavy analyst workflow", "subject_id": "alphasense-bloomberg-askb-factset-ai", "subject_name": "AlphaSense / Bloomberg ASKB / FactSet AI", "subject_type": "research_workflow", "updated_at": "2026-06-19 16:27:22"}
{"amount": "", "attrs": {"action": "Normalize canonical titles, tags, aliases, DDQ history, ODD notes, committee decisions, meeting outputs, epics, and roadmap updates so internal retrieval can resolve the manager and the latest decision trail.", "pattern": "Internal queries are memory queries: 'latest DDQ', 'what changed since committee', 'who approved this', 'risk policy', 'implementation task', and 'where is the decision log'.", "sme_verify": "Which canonical title and alias set makes the manager retrievable inside the enterprise knowledge base?", "source_path": "docs/quant-aeo-geo-content-backlog.md"}, "confidence": 0.8, "created_at": "2026-06-19 16:27:22", "deadline": null, "id": "enterprise-connector-requirement-glean-atlassian-rovo-internal-retrieval-canonical-internal-knowledge-packaging-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "enterprise_connector_requirement", "status": "active", "strategy": "canonical internal knowledge packaging", "subject_id": "glean-atlassian-rovo-internal-retrieval", "subject_name": "Glean / Atlassian Rovo internal retrieval", "subject_type": "enterprise_knowledge_surface", "updated_at": "2026-06-19 16:27:22"}
{"amount": "", "attrs": {"action": "Expose fund, manager, investor, fundraising, performance, terms, benchmark, and relationship fields; keep the profile current enough that platform users can compare the strategy without reconstructing the facts from PDFs.", "pattern": "Discovery queries on these surfaces are usually 'manager profile', 'fundraising timeline', 'investor map', 'performance and terms', and 'peer comparison'.", "sme_verify": "Which profile fields drive first-touch discovery versus later diligence?", "source_path": "docs/quant-aeo-geo-content-backlog.md; docs/quant-pitch-calendar.md"}, "confidence": 0.83, "created_at": "2026-06-19 16:27:22", "deadline": null, "id": "directory-profile-requirement-pitchbook-preqin-fundraising-and-manager-discovery-structured-manager-and-fundraising-profile-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "directory_profile_requirement", "status": "active", "strategy": "structured manager and fundraising profile", "subject_id": "pitchbook-preqin-fundraising-and-manager-discovery", "subject_name": "PitchBook / Preqin fundraising and manager discovery", "subject_type": "directory_surface", "updated_at": "2026-06-19 16:27:22"}
{"amount": "", "attrs": {"action": "Lead with a conflict-free, allocator-ready memo and a board-safe diligence appendix for Chicago Teachers' Pension Fund.", "as_of_date": "2026-06-19", "evidence_url": "https://www.ctpf.org/about-ctpf/leadership", "pattern": "Named public-pension CIOs and speaker nodes are the cleanest direct-manager routes in the local corpus.", "sme_verify": "Is the current outreach entry point direct to the CIO or via board/consultant workflow?", "source_path": "data/recovered_batches/extracted_tick10_conferences.json; docs/quant-pitch-calendar.md; data/recovered_loop_tick40_influence_paths_aeo_geo_signals.json", "source_type": "local_repo"}, "confidence": 0.95, "created_at": "2026-06-19 16:28:08", "deadline": null, "id": "allocator-person-outreach-fernando-vinzons-public-pension-cio-hedge-fund-allocator-outreach-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "allocator_person_outreach", "status": "active", "strategy": "public pension CIO / hedge-fund allocator outreach", "subject_id": "fernando-vinzons", "subject_name": "Fernando Vinzons", "subject_type": "allocator", "updated_at": "2026-06-19 16:28:08"}
{"amount": "", "attrs": {"action": "Pitch transparent, daily-liquid quant strategies with low drawdown and clear mission-fit framing to the foundation CIO seat.", "as_of_date": "2026-06-19", "pattern": "Health-centered foundations tend to reward concise governance-friendly liquid-alt framing and explainability.", "sme_verify": "Is the right route direct CIO outreach or a committee-staged packet?", "source_path": "data/recovered_batches/extracted_tick10_conferences.json; docs/quant-pitch-calendar.md; data/recovered_loop_tick31_healthcare_insurance_signals.json", "source_type": "local_repo"}, "confidence": 0.94, "created_at": "2026-06-19 16:28:08", "deadline": null, "id": "foundation-cio-outreach-may-ng-foundation-cio-liquid-alternatives-outreach-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "foundation_cio_outreach", "status": "active", "strategy": "foundation CIO / liquid alternatives outreach", "subject_id": "may-ng", "subject_name": "May Ng", "subject_type": "foundation", "updated_at": "2026-06-19 16:35:36"}
{"amount": "", "attrs": {"action": "Use an endowment-style IC packet with transparency and risk appendix language for the NYU allocator route.", "as_of_date": "2026-06-19", "pattern": "Conference-corpus CIO nodes remain the cleanest named allocator targets for direct manager-selection outreach.", "sme_verify": "Does the allocator prefer direct CIO outreach or a consultant-preloaded packet?", "source_path": "data/recovered_batches/extracted_tick10_conferences.json; docs/quant-pitch-calendar.md", "source_type": "local_repo"}, "confidence": 0.9, "created_at": "2026-06-19 16:28:08", "deadline": null, "id": "endowment-cio-outreach-michelle-knudsen-endowment-cio-manager-search-outreach-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "endowment_cio_outreach", "status": "active", "strategy": "endowment CIO / manager search outreach", "subject_id": "michelle-knudsen", "subject_name": "Michelle Knudsen", "subject_type": "endowment", "updated_at": "2026-06-19 16:35:36"}
{"amount": "", "attrs": {"action": "Frame the fund for external-manager selection with capacity, transparency, and relationship-driven diligence language.", "as_of_date": "2026-06-19", "pattern": "External portfolio-management seats are direct routes into relationship-driven manager programs.", "sme_verify": "Is the evaluation path centralized in external portfolio management or split across mandate teams?", "source_path": "data/recovered_batches/extracted_tick10_conferences.json; data/recovered_batches/extracted_tick10_lps.json; data/recovered_loop_tick34_lp_universe_signals.json", "source_type": "local_repo"}, "confidence": 0.9, "created_at": "2026-06-19 16:28:08", "deadline": null, "id": "outsourced-manager-lead-amy-flikerski-outsourced-manager-systematic-strategy-outreach-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "outsourced_manager_lead", "status": "active", "strategy": "outsourced-manager / systematic-strategy outreach", "subject_id": "amy-flikerski", "subject_name": "Amy Flikerski", "subject_type": "allocator", "updated_at": "2026-06-19 16:35:36"}
{"amount": "", "attrs": {"action": "Package consultant-facing materials around manager research, operations, and portfolio construction so NEPC can route the packet internally.", "as_of_date": "2026-06-19", "pattern": "Consultant CIOs are high-leverage gatekeepers when allocator access is mediated by the consultant stack.", "sme_verify": "Which consultant surface is the real routing point: CIO, research lead, or OCIO team?", "source_path": "data/recovered_loop_tick63_consultant_people_action_map.json; docs/quant-person-gap-outreach-queue.md", "source_type": "local_repo"}, "confidence": 0.94, "created_at": "2026-06-19 16:28:08", "deadline": null, "id": "consultant-gatekeeper-sarah-samuels-consultant-shortlist-ocio-routing-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "consultant_gatekeeper", "status": "active", "strategy": "consultant shortlist / OCIO routing", "subject_id": "sarah-samuels", "subject_name": "Sarah Samuels", "subject_type": "consultant", "updated_at": "2026-06-19 16:28:08"}
{"amount": "", "attrs": {"action": "Target the manager-research lead with a clean screening package: process, risk controls, liquidity, and repeatable alpha evidence.", "as_of_date": "2026-06-19", "pattern": "Manager-research leads shape the manager review before any allocator meeting happens.", "sme_verify": "Does the research team need a DDQ-first packet or a live intro first?", "source_path": "data/recovered_loop_tick63_consultant_people_action_map.json; docs/quant-person-gap-outreach-queue.md", "source_type": "local_repo"}, "confidence": 0.93, "created_at": "2026-06-19 16:28:08", "deadline": null, "id": "consultant-research-head-william-forde-manager-research-search-mechanics-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "consultant_research_head", "status": "active", "strategy": "manager research / search mechanics", "subject_id": "william-forde", "subject_name": "William Forde", "subject_type": "consultant", "updated_at": "2026-06-19 16:28:08"}
{"amount": "", "attrs": {"action": "Pitch the strategy as consultant-friendly alternatives with a crisp portfolio-construction story and implementation burden notes.", "as_of_date": "2026-06-19", "pattern": "Alternatives leads control how hedge-fund products are framed before they ever reach allocators.", "sme_verify": "Does Mercer want portfolio-construction language, manager-specific details, or both?", "source_path": "data/recovered_loop_tick63_consultant_people_action_map.json; docs/quant-person-gap-outreach-queue.md", "source_type": "local_repo"}, "confidence": 0.9, "created_at": "2026-06-19 16:28:08", "deadline": null, "id": "consultant-alternatives-lead-raelan-lambert-global-alternatives-consultant-framing-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "consultant_alternatives_lead", "status": "active", "strategy": "global alternatives / consultant framing", "subject_id": "raelan-lambert", "subject_name": "Raelan Lambert", "subject_type": "consultant", "updated_at": "2026-06-19 16:28:08"}
{"amount": "", "attrs": {"action": "Treat the board chair as a governance touchpoint and use liability-aware framing rather than return-chasing language.", "as_of_date": "2026-06-19", "evidence_url": "https://hoopp.com/about-hoopp/hoopp-board-of-trustees", "pattern": "Board chairs are the correct audience when the corpus exposes governance influence rather than a direct manager slot.", "sme_verify": "Should outreach land with the board chair, the CIO, or the investment committee?", "source_path": "data/recovered_loop_tick40_influence_paths_aeo_geo.json; docs/quant-pitch-calendar.md", "source_type": "local_repo"}, "confidence": 0.91, "created_at": "2026-06-19 16:28:08", "deadline": null, "id": "governance-route-dan-anderson-board-chair-governance-route-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "governance_route", "status": "active", "strategy": "board chair / governance route", "subject_id": "dan-anderson", "subject_name": "Dan Anderson", "subject_type": "public_pension", "updated_at": "2026-06-19 16:28:08"}
{"amount": "", "attrs": {"action": "Target the asset-liability chair with risk-budget, liability-aware, and operational-fit language.", "as_of_date": "2026-06-19", "evidence_url": "https://hoopp.com/about-hoopp/hoopp-board-of-trustees", "pattern": "Asset-liability committee chairs sit close to the real risk-budget decision.", "sme_verify": "Does ALCO/ALM review happen before manager screening, or after a CIO recommendation?", "source_path": "data/recovered_loop_tick40_influence_paths_aeo_geo.json; docs/quant-pitch-calendar.md", "source_type": "local_repo"}, "confidence": 0.92, "created_at": "2026-06-19 16:28:08", "deadline": null, "id": "governance-route-john-sinclair-asset-liability-committee-governance-route-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "governance_route", "status": "active", "strategy": "asset-liability committee / governance route", "subject_id": "john-sinclair", "subject_name": "John Sinclair", "subject_type": "public_pension", "updated_at": "2026-06-19 16:28:08"}
{"amount": "", "attrs": {"action": "Write advisor-ready materials for outsourced-CIO workflows: model-fit, platform compatibility, and clean fee/liquidity language.", "as_of_date": "2026-06-19", "pattern": "Advisor workflow influencers can convert a manager pitch into platform-native distribution.", "sme_verify": "Does the OCIO team want a research memo, an advisor FAQ, or a platform-approval packet?", "source_path": "data/recovered_batches/extracted_tick10_conferences.json; docs/quant-pitch-calendar.md", "source_type": "local_repo"}, "confidence": 0.9, "created_at": "2026-06-19 16:28:08", "deadline": null, "id": "advisor-influencer-sona-menon-outsourced-cio-advisor-workflow-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "advisor_influencer", "status": "active", "strategy": "outsourced CIO / advisor workflow", "subject_id": "sona-menon", "subject_name": "Sona Menon", "subject_type": "wealth_platform", "updated_at": "2026-06-19 16:28:08"}
{"amount": "", "attrs": {"action": "Build five packet folders first: NYC BAM search response, TRS July board digest, Florida SBA Q1 new-manager tape, MassPRIM PCS/procurement proof, and CalPERS intake/eVestment profile. Each folder needs source URLs, extracted fields, SME questions, and response-ready materials.", "go_no_go_trigger": "Go if attachments, board items, new-manager rows, procurement proof, or registration fields confirm a live or standing intake route; no-go if the surface is only generic marketing or stale archive text.", "pattern": "Open-dated windows and official packet gaps should produce artifacts before relationship outreach; otherwise the pitch team cannot answer requirements or prove timing.", "sme_verify": "Which of the five packet folders represents a current buyer action rather than a monitor-only information source?", "source_path": "docs/quant-pitch-calendar.md; data/recovered_loop_tick67_current_open_pitch_window_deepening.json"}, "confidence": 0.94, "created_at": "2026-06-19 16:30:37", "deadline": "2026-07-15", "id": "pitch-now-week-1-emergency-response-stack-immediate-official-source-packetization-2026-06-19-open", "next_review": null, "signal_date": "2026-06-19", "signal_type": "pitch_now", "status": "open", "strategy": "immediate official-source packetization", "subject_id": "week-1-emergency-response-stack", "subject_name": "Week 1 emergency response stack", "subject_type": "gtm_process", "updated_at": "2026-06-19 16:30:37"}
{"amount": "", "attrs": {"action": "Run a weekly freshness audit across CalPERS/eVestment, GPIF, PIF, NYSCRF, eVestment, Preqin, PitchBook, Aksia, CAIS, and iCapital: confirm last update, missing fields, document freshness, contact owner, and hard-screen fields.", "chatbot_surfaces": ["Nasdaq eVestment", "MercerInsight/eVestment", "Preqin", "PitchBook", "Aksia MAX", "CAIS x Claude", "iCapital"], "go_no_go_trigger": "Go when strategy taxonomy, returns, AUM, capacity, fees, liquidity, contacts, ODD/DDQ, and risk reports are complete; no-go when a mandatory database field is missing or stale.", "pattern": "Standing registration and gated databases are hidden first screens; stale profile data can fail the pitch before any human meeting.", "sme_verify": "Which database fields are hard filters for quant managers in the current consultant/platform workflow?", "source_path": "data/recovered_loop_tick67_aeo_geo_chatbot_content_requirements.json; docs/quant-pitch-calendar.md"}, "confidence": 0.9, "created_at": "2026-06-19 16:30:37", "deadline": null, "id": "manager-database-standing-registration-stack-standing-portal-and-database-freshness-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "manager_database", "status": "active", "strategy": "standing portal and database freshness", "subject_id": "standing-registration-stack", "subject_name": "Standing registration stack", "subject_type": "gtm_process", "updated_at": "2026-06-19 16:30:37"}
{"amount": "", "attrs": {"action": "Route named people by role: CIOs get allocator-fit memos; consultant CIO/research heads get DDQ and implementation notes; board/ALCO chairs get governance and risk-budget framing; platform OCIO/advisor leads get model-portfolio and operational packaging.", "go_no_go_trigger": "Go when the person owns the target workflow or can validate the route; no-go when the named person is only a conference speaker without current decision authority.", "pattern": "Person-level outreach should follow the decision role, not one generic pitch deck.", "sme_verify": "For each named target, who actually owns the first screen: staff CIO, consultant, board committee, platform research, or external database?", "source_path": "data/recovered_loop_tick67_allocator_person_target_list.json"}, "confidence": 0.87, "created_at": "2026-06-19 16:30:37", "deadline": null, "id": "gatekeeper-channel-relationship-escalation-stack-named-person-routing-and-influence-escalation-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "gatekeeper_channel", "status": "active", "strategy": "named-person routing and influence escalation", "subject_id": "relationship-escalation-stack", "subject_name": "Relationship escalation stack", "subject_type": "gtm_process", "updated_at": "2026-06-19 16:30:37"}
{"amount": "", "attrs": {"action": "Publish synchronized assets: canonical manager page, FAQ/comparison hub, DDQ/ODD packet, fee/liquidity/capacity table, performance workbook, advisor one-pager, JSON-LD, PDF mirror, and deck mirror. Test retrieval in ChatGPT Search, Google AI Overviews, Claude, AlphaSense, Bloomberg/FactSet, Glean, and Rovo.", "chatbot_surfaces": ["ChatGPT Search", "Google AI Overviews", "Claude", "AlphaSense", "Bloomberg ASKB", "FactSet AI", "Microsoft 365 Copilot", "Glean", "Atlassian Rovo"], "go_no_go_trigger": "Go when answer engines cite current pages and gated tools retrieve the latest DDQ/ODD/risk artifacts; no-go when answers hallucinate fees, liquidity, black-box risk, capacity, or drawdown claims.", "pattern": "Decision makers use public answer engines for first-pass questions and enterprise tools for committee workflows; both need the same facts in different wrappers.", "sme_verify": "Which chatbot or enterprise search tool did the allocator or advisor actually use before the meeting?", "source_path": "data/recovered_loop_tick67_aeo_geo_chatbot_content_requirements.json; docs/quant-aeo-geo-content-backlog.md"}, "confidence": 0.86, "created_at": "2026-06-19 16:30:37", "deadline": null, "id": "answer-engine-channel-aeo-evidence-publishing-stack-public-and-enterprise-answer-surface-publication-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "answer_engine_channel", "status": "active", "strategy": "public and enterprise answer-surface publication", "subject_id": "aeo-evidence-publishing-stack", "subject_name": "AEO evidence publishing stack", "subject_type": "gtm_process", "updated_at": "2026-06-19 16:30:37"}
{"amount": "", "attrs": {"call_objective": "Confirm whether the live route is a true open request, a future solicitation notice, or a board-calendar placeholder that only looks executable from the outside.", "exact_questions": ["Which page is the actual source of truth for the open request and deadline?", "Are attachments, addenda, and award-path details posted up front or only after shortlisting?", "Does the cycle reflect a real manager-reach window, or just a notice of future solicitation?"], "expected_evidence": ["Open request page or board page with explicit deadline", "Attachment and addendum URLs", "Contract expiry, mandate, and requirements fields", "Award path or selection workflow", "Named allocator or procurement contact"], "go_no_go_trigger": "Go only if the SME can point to a current, routable request with attachments or addenda; no-go if the surface is only a future notice, stale archive, or generic calendar entry.", "source_path": "docs/quant-board-packet-extraction-queue.md; docs/quant-pitch-calendar.md; data/recovered_loop_tick41_deadline_calendar_signals.json"}, "confidence": 0.5, "created_at": "2026-06-19 16:31:20", "deadline": null, "id": "sme-validation-call-script-funding-cycles-and-open-requests-funding-cycle-open-request-verification-active", "next_review": null, "signal_date": null, "signal_type": "sme_validation_call_script", "status": "active", "strategy": "funding cycle / open request verification", "subject_id": "funding-cycles-and-open-requests", "subject_name": "Funding cycles and open requests", "subject_type": "allocator_surface", "updated_at": "2026-06-19 16:31:20"}
{"amount": "", "attrs": {"call_objective": "Determine whether a reported termination or weak performer is actually setting up a replacement search, or whether the motion is merely a cleanup, redesign, or fee negotiation.", "exact_questions": ["Was the incumbent removed for performance, fit, fee/liquidity, or broader sleeve redesign?", "What evidence shows a replacement need rather than a simple termination?", "What transition plan, if any, was attached to the change?"], "expected_evidence": ["Termination notice or board-minute reference", "Reason category tied to the removal", "Named sleeve or mandate that changed", "Replacement need or reallocation language", "Transition plan, timing, or official disclosure"], "go_no_go_trigger": "Go only if the reason category and replacement need are explicit; no-go if the change is not tied to a real reallocation path or if the evidence is only inferential.", "source_path": "data/recovered_loop_tick50_replacement_motion_signals.json; data/recovered_loop_tick31_replacement_fee_signals.json; data/recovered_loop_tick67_historical_motion_signals.json"}, "confidence": 0.5, "created_at": "2026-06-19 16:31:20", "deadline": null, "id": "sme-validation-call-script-low-performer-replacement-replacement-cycle-underperformance-driven-reallocation-active", "next_review": null, "signal_date": null, "signal_type": "sme_validation_call_script", "status": "active", "strategy": "replacement-cycle / underperformance-driven reallocation", "subject_id": "low-performer-replacement", "subject_name": "Low-performer replacement", "subject_type": "allocator_surface", "updated_at": "2026-06-19 16:31:20"}
{"amount": "", "attrs": {"call_objective": "Confirm which consultant inbox, research team, or OCIO workflow actually controls the first screen for hedge-fund managers, and what packet fields are required to get on the list.", "exact_questions": ["Which person or team controls the first screen for this manager-search workflow?", "Is the real route through a research lead, ODD lead, CIO, or an RFP database?", "Which packet fields are mandatory before the manager can be routed internally?"], "expected_evidence": ["Named consultant contacts or research leads", "Documented manager-search or RFP workflow", "DDQ, ODD, or manager-selection memo requirements", "Fee and liquidity schedule expectations", "Proof that the path is used in practice, not just described"], "go_no_go_trigger": "Go only if the SME confirms a named, operational gatekeeper and the required packet fields; no-go if the surface is generic consulting language without a real routing path.", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md; data/recovered_loop_tick21_consultant_gap_signals.json; data/recovered_loop_tick63_consultant_people_action_map.json"}, "confidence": 0.5, "created_at": "2026-06-19 16:31:20", "deadline": null, "id": "sme-validation-call-script-consultant-gatekeepers-consultant-ocio-rfp-routing-active", "next_review": null, "signal_date": null, "signal_type": "sme_validation_call_script", "status": "active", "strategy": "consultant / OCIO / RFP routing", "subject_id": "consultant-gatekeepers", "subject_name": "Consultant gatekeepers", "subject_type": "consultant_channel", "updated_at": "2026-06-19 16:31:20"}
{"amount": "", "attrs": {"call_objective": "Verify the mandatory onboarding fields for private-wealth platforms and separate true submission requirements from fields that only help with discovery or education.", "exact_questions": ["Which fields are mandatory for onboarding versus just useful for discovery?", "Does the platform require a subscription workflow, DDQ, reporting package, or portfolio-fit summary before listing?", "What advisor-facing language or packet format clears the first operational screen?"], "expected_evidence": ["Mandatory onboarding field list", "Subscription workflow or due-diligence path", "DDQ/ODD packet requirements", "Reporting artifacts or portfolio-fit fields", "Advisor education or model-portfolio language"], "go_no_go_trigger": "Go only if the SME can distinguish mandatory onboarding from optional discovery fields; no-go if the platform is still only a descriptive surface without a submission path.", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md; docs/quant-aeo-geo-content-backlog.md; data/recovered_loop_tick67_aeo_geo_chatbot_content_requirements.json"}, "confidence": 0.5, "created_at": "2026-06-19 16:31:20", "deadline": null, "id": "sme-validation-call-script-platform-onboarding-cais-icapital-onboarding-and-diligence-active", "next_review": null, "signal_date": null, "signal_type": "sme_validation_call_script", "status": "active", "strategy": "CAIS / iCapital onboarding and diligence", "subject_id": "platform-onboarding", "subject_name": "Platform onboarding", "subject_type": "private_wealth_surface", "updated_at": "2026-06-19 16:31:20"}
{"amount": "", "attrs": {"call_objective": "Verify which decision makers actually use which answer engines or chat surfaces when screening quant managers, and what content structure they need to retrieve the manager cleanly.", "exact_questions": ["Which decision makers use ChatGPT Search, Google AI Overviews, Claude, CAIS x Claude, Aksia, or iCapital in the screening flow?", "What content format do these surfaces reward: FAQs, comparison tables, source-linked pages, or source appendices?", "What evidence shows the surface is used for real diligence rather than just casual research?"], "expected_evidence": ["Named surface-to-persona mapping", "Answer-first pages and comparison tables", "Source-linked claims and dated updates", "Platform-specific retrieval or diligence fields", "Examples of decision-tool usage in workflow docs"], "go_no_go_trigger": "Go only if the SME can map a real persona to a real surface and point to content requirements; no-go if the claim is generic AI-search interest without workflow evidence.", "source_path": "docs/quant-aeo-geo-monitoring-matrix.md; docs/quant-aeo-geo-content-backlog.md; data/recovered_loop_tick34_aeo_enterprise_surfaces.json; data/recovered_loop_tick67_aeo_geo_chatbot_content_requirements.json"}, "confidence": 0.5, "created_at": "2026-06-19 16:31:20", "deadline": null, "id": "sme-validation-call-script-answer-engine-and-chatbot-usage-by-decision-makers-public-answer-engines-enterprise-copilots-advisor-chat-surfaces-active", "next_review": null, "signal_date": null, "signal_type": "sme_validation_call_script", "status": "active", "strategy": "public answer engines / enterprise copilots / advisor chat surfaces", "subject_id": "answer-engine-and-chatbot-usage-by-decision-makers", "subject_name": "Answer-engine and chatbot usage by decision makers", "subject_type": "decision_tool_surface", "updated_at": "2026-06-19 16:31:20"}
{"amount": "", "attrs": {"call_objective": "Confirm the actual event-access route for hedge-fund GTM: registration, sponsorship, speaker application, meeting-booking, or attendee qualification.", "exact_questions": ["Which route is live right now: registration, sponsorship, speaker application, or meeting booking?", "Which gate actually controls access to decision makers?", "Is the brand a routable event surface, or only media and branding without a usable access path?"], "expected_evidence": ["Registration URL or application gate", "Sponsor tiers or sponsorship route", "Speaker roster or speaker application", "Attendee qualification rules", "Meeting-booking or event-app workflow"], "go_no_go_trigger": "Go only if the surface exposes a real access path with current dates and gates; no-go if it is only a media brand, historical conference name, or thin event wrapper.", "source_path": "data/recovered_loop_tick65_live_event_routes.json; data/recovered_loop_tick65_event_roster_sponsor_depth.json; data/recovered_loop_tick63_event_speaker_sponsor_gap_map.json"}, "confidence": 0.5, "created_at": "2026-06-19 16:31:20", "deadline": null, "id": "sme-validation-call-script-event-routing-registration-sponsorship-speaker-routing-active", "next_review": null, "signal_date": null, "signal_type": "sme_validation_call_script", "status": "active", "strategy": "registration / sponsorship / speaker routing", "subject_id": "event-routing", "subject_name": "Event routing", "subject_type": "conference_surface", "updated_at": "2026-06-19 16:31:20"}
{"amount": "", "attrs": {"call_objective": "Verify whether prior motion actually converted into a search, allocation, replacement, or platform onboarding event, rather than remaining an inferred or replayed pattern.", "exact_questions": ["What dated evidence proves the motion converted into an actual decision or search?", "Which official document, board packet, annual report, or disclosure carries the proof?", "What part of the story is historical motion and what part is only inference from the corpus?"], "expected_evidence": ["Dated board packet, minutes, or annual report", "Disclosure or official document naming the motion", "Exact manager, sleeve, or platform reference", "Timing that lines up with the claimed motion", "Named person or committee that made the decision"], "go_no_go_trigger": "Go only if the SME can tie the motion to dated official evidence; no-go if the case depends on press summaries, old conference appearances, or unsupported inference.", "source_path": "data/recovered_loop_tick67_historical_motion_signals.json; data/recovered_loop_tick34_historical_motion_signals.json; data/recovered_loop_tick43_historical_motion_sme_signals.json"}, "confidence": 0.5, "created_at": "2026-06-19 16:31:20", "deadline": null, "id": "sme-validation-call-script-historical-motion-verification-historical-motion-proof-of-conversion-check-active", "next_review": null, "signal_date": null, "signal_type": "sme_validation_call_script", "status": "active", "strategy": "historical motion / proof-of-conversion check", "subject_id": "historical-motion-verification", "subject_name": "Historical motion verification", "subject_type": "allocator_motion", "updated_at": "2026-06-19 16:31:20"}
{"amount": "", "attrs": {"action": "Use the multi-strategy cluster as the base competitive map for capacity, talent, and allocator wallet share; compare launch pedigree, drawdown history, and implementation friction before pitching replacement capital.", "pattern": "Large multi-strategy funds set the reference frame for allocator expectations even when the target account is searching for a different style bucket.", "source_path": "data/recovered_batches/extracted_tick10_hedge_funds.json; data/recovered_loop_tick21_live_allocator_signals.json"}, "confidence": 0.95, "created_at": "2026-06-19 16:32:25", "deadline": null, "id": "competitive-universe-closure-millennium-citadel-point72-schonfeld-multi-strategy-hedge-funds-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "competitive_universe_closure", "status": "active", "strategy": "multi-strategy hedge funds", "subject_id": "millennium-citadel-point72-schonfeld", "subject_name": "Millennium / Citadel / Point72 / Schonfeld", "subject_type": "fund_cluster", "updated_at": "2026-06-19 16:32:25"}
{"amount": "", "attrs": {"action": "Treat this systematic cluster as the highest-yield replacement narrative for allocators who want hedge-fund beta with transparency, capacity control, and model-portfolio compatibility.", "pattern": "Systematic managers are the cleanest bridge between hedge-fund language and advisor-ready liquid alternatives.", "source_path": "data/recovered_batches/extracted_tick10_hedge_funds.json; data/recovered_loop_tick35_private_wealth_platform_signals.json"}, "confidence": 0.94, "created_at": "2026-06-19 16:32:25", "deadline": null, "id": "systematic-gap-closure-aqr-man-group-two-sigma-qube-winton-systematic-and-quantitative-hedge-funds-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "systematic_gap_closure", "status": "active", "strategy": "systematic and quantitative hedge funds", "subject_id": "aqr-man-group-two-sigma-qube-winton", "subject_name": "AQR / Man Group / Two Sigma / Qube / Winton", "subject_type": "fund_cluster", "updated_at": "2026-06-19 16:32:25"}
{"amount": "", "attrs": {"action": "Map this cluster to payout logic around volatility, rates, and credit dislocation; it is the natural replacement-motion set when allocators want drawdown-aware exposure rather than equity beta.", "pattern": "Macro and relative-value products become relevant when the buyer wants crisis alpha or tactical diversification more than directional return.", "source_path": "data/recovered_batches/extracted_tick10_hedge_funds.json; data/recovered_loop_tick21_live_allocator_signals.json"}, "confidence": 0.91, "created_at": "2026-06-19 16:32:25", "deadline": null, "id": "macro-relative-value-replacement-bridgewater-brevan-howard-tudor-garda-macro-and-relative-value-hedge-funds-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "macro_relative_value_replacement", "status": "active", "strategy": "macro and relative-value hedge funds", "subject_id": "bridgewater-brevan-howard-tudor-garda", "subject_name": "Bridgewater / Brevan Howard / Tudor / Garda", "subject_type": "fund_cluster", "updated_at": "2026-06-19 16:32:25"}
{"amount": "", "attrs": {"action": "Treat allocator-as-manager surfaces as the payer-discovery layer: they can route, package, or reallocate capital before a direct hedge-fund pitch ever reaches the CIO.", "pattern": "Allocator platforms often control access to external managers, especially for smaller, newer, or operationally intensive strategies.", "source_path": "docs/quant-30-day-outreach-queue.md; data/recovered_loop_tick21_private_wealth_channels.json"}, "confidence": 0.9, "created_at": "2026-06-19 16:32:25", "deadline": null, "id": "allocator-as-manager-pipeline-gcm-grosvenor-hamilton-lane-nyscrf-emerging-manager-program-manager-of-managers-managed-solutions-emerging-managers-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "allocator_as_manager_pipeline", "status": "active", "strategy": "manager-of-managers, managed solutions, emerging managers", "subject_id": "gcm-grosvenor-hamilton-lane-nyscrf-emerging-manager-program", "subject_name": "GCM Grosvenor / Hamilton Lane / NYSCRF Emerging Manager Program", "subject_type": "allocator_manager_cluster", "updated_at": "2026-06-19 16:32:25"}
{"amount": "", "attrs": {"action": "Package consultant-ready manager research, transparency evidence, and fee/liquidity detail so the first screen happens inside the consultant workflow instead of after a public RFP appears.", "pattern": "Consultant-led diligence determines which managers enter the allocator shortlist, often before the public market sees a search at all.", "source_path": "data/recovered_loop_tick21_consultant_gap_signals.json; docs/quant-consultant-private-wealth-extraction-queue.md"}, "confidence": 0.92, "created_at": "2026-06-19 16:32:25", "deadline": null, "id": "consultant-gatekeeper-nepc-wilshire-callan-verus-rvk-alternatives-consulting-ocio-rfp-routing-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "consultant_gatekeeper", "status": "active", "strategy": "alternatives consulting / OCIO / RFP routing", "subject_id": "nepc-wilshire-callan-verus-rvk", "subject_name": "NEPC / Wilshire / Callan / Verus / RVK", "subject_type": "consultant_cluster", "updated_at": "2026-06-19 16:32:25"}
{"amount": "", "attrs": {"action": "Build platform-compatible diligence packets, advisor FAQs, and all-in pricing language so liquid-alts and hedge-fund products can clear private-bank and RIA workflow gates.", "pattern": "Advisor platforms convert access into workflow, education, and subscription compatibility problems.", "source_path": "data/recovered_loop_tick35_private_wealth_platform_signals.json; docs/quant-aeo-geo-content-backlog.md"}, "confidence": 0.93, "created_at": "2026-06-19 16:32:25", "deadline": null, "id": "advisor-platform-payer-icapital-cais-private-wealth-alternatives-distribution-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "advisor_platform_payer", "status": "active", "strategy": "private-wealth alternatives distribution", "subject_id": "icapital-cais", "subject_name": "iCapital / CAIS", "subject_type": "platform_cluster", "updated_at": "2026-06-19 16:32:25"}
{"amount": "", "attrs": {"action": "Track these hidden manager-router entities because they decide whether a manager launch, SMA route, or fiduciary review becomes visible enough to produce fundraising motion.", "pattern": "Launch routes are often owned by capital-intro, placement-agent, or fiduciary channels rather than by the manager's public marketing surface.", "source_path": "docs/quant-person-gap-outreach-queue.md; docs/quant-consultant-private-wealth-extraction-queue.md"}, "confidence": 0.87, "created_at": "2026-06-19 16:32:25", "deadline": null, "id": "hidden-router-launch-goldman-sachs-prime-brokerage-eaton-partners-captrust-capital-introduction-placement-fiduciary-routing-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "hidden_router_launch", "status": "active", "strategy": "capital introduction / placement / fiduciary routing", "subject_id": "goldman-sachs-prime-brokerage-eaton-partners-captrust", "subject_name": "Goldman Sachs Prime Brokerage / Eaton Partners / CAPTRUST", "subject_type": "router_cluster", "updated_at": "2026-06-19 16:32:25"}
{"amount": "", "attrs": {"action": "Watch these surfaces for replacement, onboarding, or infrastructure changes that can reopen a manager slot even without a formal hedge-fund RFP.", "pattern": "Direct manager intake and managed-account platform work often precede or outlast public search language.", "source_path": "docs/quant-30-day-outreach-queue.md; data/recovered_loop_tick21_live_allocator_signals.json"}, "confidence": 0.89, "created_at": "2026-06-19 16:32:25", "deadline": null, "id": "replacement-motion-monitor-calpers-public-investment-manager-opportunities-massprim-managed-account-platform-pcs-manager-intake-and-managed-account-infrastructure-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "replacement_motion_monitor", "status": "monitor", "strategy": "manager intake and managed-account infrastructure", "subject_id": "calpers-public-investment-manager-opportunities-massprim-managed-account-platform-pcs", "subject_name": "CalPERS Public Investment Manager Opportunities / MassPRIM managed-account platform / PCS", "subject_type": "allocator_surface_cluster", "updated_at": "2026-06-19 16:32:25"}
{"amount": "", "attrs": {"action": "Open the Comptroller RFP board page, follow the passive-indexing notice, and capture attachment and addendum URLs plus award-path metadata.", "current_pitchability_status": "active", "fields_to_extract": ["search_name", "deadline", "contract_expiry", "mandate", "requirements", "attachment_urls", "addenda_urls", "award_path", "document_url"], "pattern": "Search announcements only become pitch windows when the addenda and award path are captured.", "required_packet_delta": "Search name, deadline, contract expiry, mandate, requirements, attachments, addenda, award path, and document URL.", "sme_verification_question": "Are all addenda and attachments visible publicly, or only after shortlist or registration?", "source_path": "docs/quant-board-packet-extraction-queue.md; docs/quant-pitch-calendar.md", "why_it_matters_to_quant_hedge_fund": "The attachment and addendum set is the only thing that turns the search from a headline into an actionable replacement-cycle pitch window for a liquid or systematic manager."}, "confidence": 0.95, "created_at": "2026-06-19 16:35:36", "deadline": "2026-07-15", "id": "official-source-upgrade-path-nyc-bam-passive-indexing-search-attachment-addenda-gap-search-solicitation-replacement-cycle-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "official_source_upgrade_path", "status": "active", "strategy": "search solicitation / replacement cycle", "subject_id": "nyc-bam-passive-indexing-search-attachment-addenda-gap", "subject_name": "NYC BAM passive indexing search attachment/addenda gap", "subject_type": "public_pension", "updated_at": "2026-06-19 16:35:36"}
{"amount": "", "attrs": {"action": "Capture the July 16-17 board-material bundle at URL level and extract agenda, summary, recording, board-book sections, approvals, commitments, and manager-change references.", "current_pitchability_status": "active", "fields_to_extract": ["meeting_date", "agenda_url", "board_book_url", "summary_url", "recording_url", "approval", "commitment", "manager_change"], "pattern": "Board-cycle intelligence is only useful when meeting-specific attachments are mirrored and parsed.", "required_packet_delta": "Meeting date, agenda URL, board book URL, summary URL, recording URL, approvals, commitments, and manager changes.", "sme_verification_question": "Does the July meeting include approvals and commitments, or only informational items?", "source_path": "docs/quant-board-packet-extraction-queue.md; data/recovered_loop_tick66_official_source_upgrade_targets.json", "why_it_matters_to_quant_hedge_fund": "TRS board materials can expose allocation shifts, manager changes, and named gatekeepers before those moves show up in broader public reporting."}, "confidence": 0.9, "created_at": "2026-06-19 16:35:36", "deadline": "2026-07-17", "id": "official-source-upgrade-path-trs-texas-july-2026-board-bundle-extraction-gap-board-book-and-manager-change-extraction-2026-07-16-active", "next_review": null, "signal_date": "2026-07-16", "signal_type": "official_source_upgrade_path", "status": "active", "strategy": "board book and manager-change extraction", "subject_id": "trs-texas-july-2026-board-bundle-extraction-gap", "subject_name": "TRS Texas July 2026 board bundle extraction gap", "subject_type": "public_pension", "updated_at": "2026-06-19 16:35:36"}
{"amount": "", "attrs": {"action": "Download and normalize the Q1 2026 report into manager, mandate, asset class, selection date, allocation, and consultant fields.", "current_pitchability_status": "active", "fields_to_extract": ["quarter", "manager", "asset_class", "mandate", "commitment_or_allocation", "consultant", "selection_date", "document_url"], "pattern": "Florida SBA exposes current-year quarterly new-manager reports, making fresh manager onboarding observable rather than inferred.", "required_packet_delta": "Quarter, manager, asset class, mandate, commitment or allocation, consultant, selection date, and report URL.", "sme_verification_question": "Do Florida SBA new-manager reports reflect fresh allocations, manager replacements, or only reporting formalities?", "source_path": "data/recovered_loop_tick64_official_packet_source_upgrades.json; data/recovered_loop_tick66_official_source_upgrade_targets.json", "why_it_matters_to_quant_hedge_fund": "A quarterly onboarding tape is one of the cleanest ways to catch a fresh allocator relationship before the next solicitation cycle becomes visible."}, "confidence": 0.97, "created_at": "2026-06-19 16:35:36", "deadline": null, "id": "official-source-upgrade-path-florida-sba-q1-2026-new-managers-report-extraction-gap-new-manager-onboarding-tape-2026-q1-active", "next_review": null, "signal_date": "2026-Q1", "signal_type": "official_source_upgrade_path", "status": "active", "strategy": "new-manager onboarding tape", "subject_id": "florida-sba-q1-2026-new-managers-report-extraction-gap", "subject_name": "Florida SBA Q1 2026 New Managers Report extraction gap", "subject_type": "public_pension", "updated_at": "2026-06-19 16:35:36"}
{"amount": "", "attrs": {"action": "Extract committee-level agenda items, presenters, motions, closed-session references, and named board-member influences into a governance packet.", "current_pitchability_status": "monitor", "fields_to_extract": ["meeting_date", "committee", "agenda_item", "presenter", "board_member", "motion_or_vote", "closed_session_reference", "document_url"], "pattern": "Recurring board archives become source upgrades when they expose motions, presenters, and closed-session headers.", "required_packet_delta": "Meeting date, committee, agenda item, presenter, board member, motion or vote, closed-session reference, and document URL.", "sme_verification_question": "Which agenda items map to manager review or replacement rather than routine governance?", "source_path": "docs/quant-board-packet-extraction-queue.md; data/recovered_loop_tick66_official_source_upgrade_targets.json", "why_it_matters_to_quant_hedge_fund": "Board packets often expose the timing, people, and review windows that determine whether a systematic pitch should route through total-fund language or a narrower manager-intake path."}, "confidence": 0.86, "created_at": "2026-06-19 16:35:36", "deadline": null, "id": "official-source-upgrade-path-calpers-board-meetings-committee-motion-cio-selection-context-public-market-review-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "official_source_upgrade_path", "status": "monitor", "strategy": "committee motion / CIO-selection context / public-market review", "subject_id": "calpers-board-meetings", "subject_name": "CalPERS Board Meetings", "subject_type": "public_pension_board", "updated_at": "2026-06-19 16:35:36"}
{"amount": "", "attrs": {"action": "Lead with a board-safe manager-selection memo and risk appendix for Tulane University Endowment.", "as_of_date": "2026-06-19", "pattern": "Named endowment CIO seats are more actionable than generic university references.", "sme_verify": "Is the route direct to the investment office or through an outside consultant?", "source_path": "data/recovered_batches/extracted_tick10_conferences.json", "source_type": "local_repo"}, "confidence": 0.87, "created_at": "2026-06-19 16:35:36", "deadline": null, "id": "endowment-cio-outreach-richard-chau-endowment-cio-manager-search-outreach-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "endowment_cio_outreach", "status": "active", "strategy": "endowment CIO / manager-search outreach", "subject_id": "richard-chau", "subject_name": "Richard Chau", "subject_type": "endowment", "updated_at": "2026-06-19 16:35:36"}
{"amount": "", "attrs": {"action": "Attach a governance-friendly liquid-alts packet to the Smithsonian investment office route.", "as_of_date": "2026-06-19", "pattern": "Institutional CIO seats inside cultural and mission-oriented organizations can convert quickly when the packet is concise and transparent.", "sme_verify": "Does the office take manager meetings directly or only via an internal review calendar?", "source_path": "data/recovered_batches/extracted_tick10_conferences.json", "source_type": "local_repo"}, "confidence": 0.84, "created_at": "2026-06-19 16:35:36", "deadline": null, "id": "foundation-cio-outreach-amy-chen-foundation-endowment-cio-outreach-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "foundation_cio_outreach", "status": "active", "strategy": "foundation / endowment CIO outreach", "subject_id": "amy-chen", "subject_name": "Amy Chen", "subject_type": "foundation", "updated_at": "2026-06-19 16:35:36"}
{"amount": "", "attrs": {"action": "Use mission-fit, liquidity, and downside-buffer framing for The California Endowment.", "as_of_date": "2026-06-19", "pattern": "Foundation CIOs usually want the manager story tied to mission and governance, not just alpha.", "sme_verify": "Is the current intake direct to CIO review or staged through a committee packet?", "source_path": "data/recovered_batches/extracted_tick10_conferences.json", "source_type": "local_repo"}, "confidence": 0.86, "created_at": "2026-06-19 16:35:36", "deadline": null, "id": "foundation-cio-outreach-kelli-p-washington-foundation-cio-liquid-alternatives-outreach-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "foundation_cio_outreach", "status": "active", "strategy": "foundation CIO / liquid alternatives outreach", "subject_id": "kelli-p-washington", "subject_name": "Kelli P. Washington", "subject_type": "foundation", "updated_at": "2026-06-19 16:35:36"}
{"amount": "", "attrs": {"action": "Route a clean endowment packet to Kansas State University Foundation with performance, liquidity, and operating-story clarity.", "as_of_date": "2026-06-19", "pattern": "Named foundation CIO seats are better outreach anchors than broad university labels.", "sme_verify": "Does the foundation rely on a consultant screen or a direct investment-office review?", "source_path": "data/recovered_batches/extracted_tick10_conferences.json", "source_type": "local_repo"}, "confidence": 0.83, "created_at": "2026-06-19 16:35:36", "deadline": null, "id": "foundation-cio-outreach-paul-chai-foundation-cio-manager-search-outreach-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "foundation_cio_outreach", "status": "active", "strategy": "foundation CIO / manager-search outreach", "subject_id": "paul-chai", "subject_name": "Paul Chai", "subject_type": "foundation", "updated_at": "2026-06-19 16:35:36"}
{"amount": "", "attrs": {"action": "Keep the packet mission-aligned, liquidity-aware, and explicit about the operating gatekeeper before asking for manager time.", "as_of_date": "2026-06-19", "pattern": "The corpus repeatedly treats ALSAC as a hospital-related alternatives allocator with an operating gatekeeper.", "sme_verify": "Is outreach direct to the operating gatekeeper, or does it need a formal committee packet first?", "source_path": "docs/quant-pitch-workflow-packets.md; docs/quant-pitch-calendar.md", "source_type": "local_repo"}, "confidence": 0.9, "created_at": "2026-06-19 16:35:36", "deadline": null, "id": "hospital-endowment-packet-route-nicola-da-roza-st-jude-children-s-research-hospital-alsac-hospital-endowment-mission-fit-outreach-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "hospital_endowment_packet_route", "status": "active", "strategy": "hospital-endowment / mission-fit outreach", "subject_id": "nicola-da-roza-st-jude-children-s-research-hospital-alsac", "subject_name": "Nicola da Roza / St. Jude Children's Research Hospital ALSAC", "subject_type": "allocator", "updated_at": "2026-06-19 16:35:36"}
{"amount": "", "attrs": {"action": "Write advisor-ready materials for outsourced-CIO workflows: model-fit, platform compatibility, and clean fee/liquidity language.", "as_of_date": "2026-06-19", "pattern": "Advisor workflows need clear shelf fit before the strategy becomes recommendable.", "sme_verify": "Does the team care more about product shelf fit or about client education material?", "source_path": "data/recovered_batches/extracted_tick10_conferences.json; docs/quant-pitch-calendar.md", "source_type": "local_repo"}, "confidence": 0.89, "created_at": "2026-06-19 16:35:36", "deadline": null, "id": "advisor-influencer-sona-menon-advisor-workflow-outsourced-cio-outreach-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "advisor_influencer", "status": "active", "strategy": "advisor workflow / outsourced-CIO outreach", "subject_id": "sona-menon", "subject_name": "Sona Menon", "subject_type": "advisor", "updated_at": "2026-06-19 16:35:36"}
{"amount": "", "attrs": {"action": "Package consultant-facing materials around manager research, portfolio construction, and implementation burden so Mercer can route the packet internally.", "as_of_date": "2026-06-19", "pattern": "Consultant alternatives leads are high-leverage when allocator access is mediated by the consultant stack.", "sme_verify": "Which Mercer surface is the real routing point: alternatives lead, research, or client team?", "source_path": "data/recovered_loop_tick63_consultant_people_action_map.json; docs/quant-person-gap-outreach-queue.md", "source_type": "local_repo"}, "confidence": 0.92, "created_at": "2026-06-19 16:35:36", "deadline": null, "id": "consultant-alternatives-lead-raelan-lambert-consultant-shortlist-global-alternatives-routing-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "consultant_alternatives_lead", "status": "active", "strategy": "consultant shortlist / global alternatives routing", "subject_id": "raelan-lambert", "subject_name": "Raelan Lambert", "subject_type": "consultant", "updated_at": "2026-06-19 16:35:36"}
{"amount": "", "attrs": {"action": "Keep the route in monitor status until a public J.P. Morgan report page, research note, or event page is surfaced.", "as_of_date": "2026-06-19", "pattern": "The corpus has the route but not a clean public source surface yet.", "sme_verify": "Which public J.P. Morgan surface is the real family-office route: research note, report page, or event page?", "source_path": "data/recovered_loop_tick53_official_resourcing_triage.json; docs/quant-pitch-calendar.md", "source_type": "local_repo"}, "confidence": 0.7, "created_at": "2026-06-19 16:35:36", "deadline": null, "id": "private-bank-research-route-j-p-morgan-private-bank-research-private-bank-family-office-research-route-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "private_bank_research_route", "status": "monitor", "strategy": "private-bank family-office research route", "subject_id": "j-p-morgan-private-bank-research", "subject_name": "J.P. Morgan Private Bank research", "subject_type": "process", "updated_at": "2026-06-19 16:35:36"}
{"amount": "", "attrs": {"action": "Package hedge-fund-like exposure in advisor-friendly wrappers and make shelf fit, implementation fit, and model-portfolio inclusion explicit.", "as_of_date": "2026-06-19", "pattern": "RIA workflows reward a clean model-fit story more than a raw hedge-fund pitch.", "sme_verify": "Is the routing point the model-portfolio shelf, the home-office workflow, or advisor education content?", "source_path": "data/recovered_loop_tick36_private_wealth_platform_signals.json; docs/quant-consultant-private-wealth-extraction-queue.md; docs/quant-pitch-calendar.md", "source_type": "local_repo"}, "confidence": 0.86, "created_at": "2026-06-19 16:35:36", "deadline": null, "id": "ria-model-portfolio-route-morningstar-wealth-envestnet-ria-model-portfolio-and-advisor-workflow-routing-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "ria_model_portfolio_route", "status": "active", "strategy": "RIA model-portfolio and advisor workflow routing", "subject_id": "morningstar-wealth-envestnet", "subject_name": "Morningstar Wealth / Envestnet", "subject_type": "process", "updated_at": "2026-06-19 16:35:36"}
{"amount": "", "attrs": {"action": "Backfill member-firm, CIO, and sponsor relationships so the MFO route can be used for direct allocator follow-up rather than generic wealth branding.", "as_of_date": "2026-06-19", "pattern": "The corpus has enough named MFO coverage to move beyond a broad family-office bucket.", "sme_verify": "Which MFO surface is most actionable: member network, CIO team, or private-client portal?", "source_path": "data/recovered_loop_tick36_private_wealth_platform_signals.json; data/recovered_loop_tick66_lp_family_office_routes.json; docs/quant-pitch-calendar.md", "source_type": "local_repo"}, "confidence": 0.88, "created_at": "2026-06-19 16:35:36", "deadline": null, "id": "mfo-network-route-family-wealth-alliance-pathstone-rockefeller-global-family-office-multifamily-office-network-and-direct-mfo-access-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "mfo_network_route", "status": "active", "strategy": "multifamily-office network and direct MFO access", "subject_id": "family-wealth-alliance-pathstone-rockefeller-global-family-office", "subject_name": "Family Wealth Alliance / Pathstone / Rockefeller Global Family Office", "subject_type": "allocator", "updated_at": "2026-06-19 16:35:36"}
{"amount": "", "attrs": {"action": "Extract delegate registration, sponsor prospectus, speaker page, attendee qualification, event date, and allocator theme so family-office outreach can use the exact forum gate.", "as_of_date": "2026-06-19", "pattern": "Campden's qualification gate is one of the cleanest family-office access layers in the corpus.", "sme_verify": "Which Campden page best exposes the current speaker list and qualification rules?", "source_path": "docs/quant-pitch-calendar.md; data/recovered_loop_tick64_official_event_source_upgrades.json; data/recovered_loop_tick65_event_roster_sponsor_depth.json", "source_type": "local_repo"}, "confidence": 0.95, "created_at": "2026-06-19 16:35:36", "deadline": null, "id": "family-office-event-route-campden-wealth-events-family-office-event-route-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "family_office_event_route", "status": "active", "strategy": "family-office event route", "subject_id": "campden-wealth-events", "subject_name": "Campden Wealth events", "subject_type": "conference", "updated_at": "2026-06-19 16:35:36"}
{"amount": "", "attrs": {"action": "Use the qualified private-wealth forum paths for live outreach and align the pitch with sponsor, speaker, and registration routes already exposed.", "as_of_date": "2026-06-19", "pattern": "Conference access becomes actionable when qualification, sponsorship, and speaker surfaces are exposed.", "sme_verify": "Does APB route manager access through registration, sponsorship, speaking, or one-to-one business matching?", "source_path": "data/recovered_loop_tick67_current_open_pitch_window_deepening.json; data/recovered_loop_tick64_official_event_source_upgrades.json; data/recovered_loop_tick65_event_roster_sponsor_depth.json", "source_type": "local_repo"}, "confidence": 0.97, "created_at": "2026-06-19 16:35:36", "deadline": null, "id": "apac-private-wealth-event-route-apb-summit-2026-hubbis-event-surfaces-apac-and-middle-east-private-wealth-meetings-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "apac_private_wealth_event_route", "status": "active", "strategy": "APAC and Middle East private-wealth meetings", "subject_id": "apb-summit-2026-hubbis-event-surfaces", "subject_name": "APB Summit 2026 / Hubbis event surfaces", "subject_type": "conference", "updated_at": "2026-06-19 16:35:36"}
{"amount": "", "attrs": {"action": "Treat iConnections as the meeting-booking route, SALT as the sponsor/registration route, and Sohn as the emerging-manager route once roster fields are normalized.", "as_of_date": "2026-06-19", "pattern": "The alternative-event cluster is routable once speaker, sponsor, and registration fields are normalized.", "sme_verify": "Which route is strongest for allocator outreach: meeting booking, sponsor inquiry, or current-cycle speaker access?", "source_path": "data/recovered_batches/extracted_tick10_conferences.json; docs/quant-pitch-calendar.md; data/recovered_loop_tick65_event_roster_sponsor_depth.json", "source_type": "local_repo"}, "confidence": 0.93, "created_at": "2026-06-19 16:35:36", "deadline": null, "id": "hedge-fund-event-route-iconnections-global-alts-salt-conference-sohn-conference-hedge-fund-allocator-event-routing-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "hedge_fund_event_route", "status": "active", "strategy": "hedge-fund allocator event routing", "subject_id": "iconnections-global-alts-salt-conference-sohn-conference", "subject_name": "iConnections Global Alts / SALT Conference / Sohn Conference", "subject_type": "conference", "updated_at": "2026-06-19 16:35:36"}
{"amount": "", "attrs": {"action": "Normalize or alias mixed and singleton types after reviewing sample nodes: fund|lp|allocator, allocator_surface, allocator_program, allocator_platform, allocator_manager, platform, manager, monitor, other, surface_bucket, field_group, pension_fund, sovereign_wealth, and sovereign_wealth_fund.", "pattern": "Type drift hides real coverage progress and can make graph ranking overstate artifacts instead of actors.", "source_path": "graph sqlite type-count query on 2026-06-19", "validation_query": "select type, count(*) c from nodes group by type order by c desc;"}, "confidence": 0.93, "created_at": "2026-06-19 16:37:54", "deadline": null, "id": "graph-quality-cleanup-type-taxonomy-normalization-queue-dedupe-and-type-normalization-for-quant-gtm-graph-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "graph_quality_cleanup", "status": "active", "strategy": "dedupe and type normalization for quant GTM graph", "subject_id": "type-taxonomy-normalization-queue", "subject_name": "Type taxonomy normalization queue", "subject_type": "graph_process", "updated_at": "2026-06-19 16:37:54"}
{"amount": "", "attrs": {"action": "Mine only names not already reinforced in tick67/tick68, and prioritize person nodes with a direct role in allocation, consultant screening, platform onboarding, event access, or cap-intro routing.", "pattern": "Adding more signals to already-known people is useful for route quality, but it does not close the 10000-person target.", "source_path": "data/loop_state.json", "validation_query": "select count(*) from nodes where type='person';"}, "confidence": 0.91, "created_at": "2026-06-19 16:37:54", "deadline": null, "id": "person-gap-mining-true-net-new-person-mining-queue-net-new-allocator-consultant-event-board-platform-and-cap-intro-person-discovery-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "person_gap_mining", "status": "active", "strategy": "net-new allocator, consultant, event, board, platform, and cap-intro person discovery", "subject_id": "true-net-new-person-mining-queue", "subject_name": "True net-new person mining queue", "subject_type": "graph_process", "updated_at": "2026-06-19 16:37:54"}
{"amount": "", "attrs": {"action": "Fetch official packets in priority order: NYC BAM attachments/addenda, TRS July board bundle, Florida SBA Q1 new-manager report, MassPRIM PCS proof, CalPERS portal/eVestment fields, UTIMCO June 18 materials, KCERA board/RFP monitor, then secondary official-source gaps for Goldman survey, J.P. Morgan Private Bank, VRS Orchard, and Northeast Pension Consortium.", "pattern": "Official packet extraction should drive pitchability upgrades; trade-press or local-corpus inference should remain monitor status until source-backed.", "source_path": "docs/quant-pitch-calendar.md; data/recovered_loop_tick68_official_packet_extraction_plan.json", "validation_query": "scripts/actionable_quant_signals.py --limit 80 --include-closed"}, "confidence": 0.94, "created_at": "2026-06-19 16:37:54", "deadline": "2026-07-15", "id": "live-fetch-priority-live-official-packet-fetch-queue-official-packet-fetch-prioritization-before-pitchability-upgrade-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "live_fetch_priority", "status": "active", "strategy": "official packet fetch prioritization before pitchability upgrade", "subject_id": "live-official-packet-fetch-queue", "subject_name": "Live official packet fetch queue", "subject_type": "source_acquisition_process", "updated_at": "2026-06-19 16:37:54"}
{"amount": "", "attrs": {"action": "Test ChatGPT Search, Google AI Overviews / AI Mode, Perplexity, and Claude against the same allocator questions and compare answer quality, citation density, and entity disambiguation.", "pattern": "Public answer engines reward canonical pages, dated claims, comparison tables, and primary-source appendices; they fail when the story is thin or stale.", "query_ids": ["Q01", "Q02", "Q03", "Q04"], "red_flags": ["stale or thin citations", "unsupported performance claims", "missing dates", "citation loops", "source selection differs from ordinary search"], "required_assets": ["Canonical manager landing page", "FAQ and comparison hub", "Performance / factor / drawdown workbook", "Transcript / filing / expert-call appendix"], "source_path": "docs/quant-aeo-geo-monitoring-matrix.md"}, "confidence": 0.91, "created_at": "2026-06-19 16:39:57", "deadline": null, "id": "public-answer-engine-cluster-allocator-intent-public-answer-engines-answer-first-public-discovery-for-quant-hedge-fund-fundraising-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "public_answer_engine_cluster", "status": "active", "strategy": "answer-first public discovery for quant hedge fund fundraising", "subject_id": "allocator-intent-public-answer-engines", "subject_name": "Allocator-intent public answer engines", "subject_type": "answer_engine_cluster", "updated_at": "2026-06-19 16:39:57"}
{"amount": "", "attrs": {"action": "Run the same manager through MercerInsight/eVestment, Aksia MAX / Manager Portal, and Callan / RFP networks to see whether structured fields, diligence packets, and consultant language are sufficient.", "pattern": "Consultant databases fail open when manager profile fields are incomplete, but they also penalize poor packaging and missing implementation detail.", "query_ids": ["Q05", "Q06", "Q07"], "red_flags": ["profile missing structured fields", "consultant-ready narrative is absent", "DDQ/ODD gaps", "RFP language is generic", "implementation burden is not explicit"], "required_assets": ["Manager profile / fundraising timeline / investor map", "DDQ / ODD data-room packet", "Fee / liquidity / capacity schedule"], "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md"}, "confidence": 0.89, "created_at": "2026-06-19 16:39:57", "deadline": null, "id": "consultant-database-cluster-gated-consultant-databases-consultant-screening-and-rfp-readiness-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "consultant_database_cluster", "status": "active", "strategy": "consultant screening and RFP readiness", "subject_id": "gated-consultant-databases", "subject_name": "Gated consultant databases", "subject_type": "consultant_database_cluster", "updated_at": "2026-06-19 16:39:57"}
{"amount": "", "attrs": {"action": "Test CAIS x Claude, iCapital Marketplace / Due Diligence, and J.P. Morgan Private Bank routing with advisor prompts that require model-portfolio fit, liquidity, fee, and subscription clarity.", "pattern": "Advisor surfaces convert only when the packet answers portfolio-fit and operational questions in the platform's own language.", "query_ids": ["Q08", "Q09"], "red_flags": ["missing model-portfolio fit", "no liquidity and fee explainer", "incomplete subscription workflow", "platform mismatch", "generic bank-brand messaging"], "required_assets": ["Advisor one-pager / model-portfolio fit brief", "Platform-compatible diligence packet", "Fee / liquidity / capacity schedule"], "source_path": "docs/quant-aeo-geo-content-backlog.md"}, "confidence": 0.9, "created_at": "2026-06-19 16:39:57", "deadline": null, "id": "advisor-platform-cluster-advisor-platforms-and-private-bank-routes-advisor-discovery-and-platform-fit-packaging-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "advisor_platform_cluster", "status": "active", "strategy": "advisor discovery and platform-fit packaging", "subject_id": "advisor-platforms-and-private-bank-routes", "subject_name": "Advisor platforms and private-bank routes", "subject_type": "advisor_platform_cluster", "updated_at": "2026-06-19 16:39:57"}
{"amount": "", "attrs": {"action": "Probe Microsoft 365 Copilot, Glean Assistant, Atlassian Rovo, Bloomberg ASKB, and FactSet AI with the same diligence prompts to see whether the live packet is searchable, current, and traceable.", "pattern": "Enterprise copilots work only when memo, notes, spreadsheets, and decision logs are cleanly packaged with canonical naming and timestamps.", "query_ids": ["Q10", "Q11", "Q12"], "red_flags": ["permissioned content is not structured", "alias mismatch", "stale memo", "missing provenance", "mixed-source summaries without timestamps"], "required_assets": ["Workstream pack with current memo, meeting notes, spreadsheets, and decision log", "Canonical titles / tags / decision log pack", "Performance / factor / drawdown workbook"], "source_path": "docs/quant-aeo-geo-content-backlog.md"}, "confidence": 0.88, "created_at": "2026-06-19 16:39:57", "deadline": null, "id": "enterprise-copilot-cluster-enterprise-copilots-and-finance-research-workspaces-permissioned-internal-diligence-retrieval-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "enterprise_copilot_cluster", "status": "active", "strategy": "permissioned internal diligence retrieval", "subject_id": "enterprise-copilots-and-finance-research-workspaces", "subject_name": "Enterprise copilots and finance research workspaces", "subject_type": "enterprise_copilot_cluster", "updated_at": "2026-06-19 16:39:57"}
{"amount": "", "attrs": {"action": "Use the AAAIM speaker route to map adjacent LP, advisor, and founder introductions before any direct outreach.", "as_of_date": "2026-06-19", "pattern": "Conference speaker nodes often expose the fastest adjacent trust network even when they are not allocators themselves.", "sme_verify": "Is the AAAIM appearance a speaking slot, panel moderation role, or sponsorship-driven appearance?", "source_path": "data/recovered_batches/extracted_tick10_conferences.json", "source_type": "local_repo"}, "confidence": 0.74, "created_at": "2026-06-19 16:40:11", "deadline": null, "id": "conference-speaker-route-aileen-lee-conference-speaker-venture-network-outreach-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "conference_speaker_route", "status": "active", "strategy": "conference speaker / venture-network outreach", "subject_id": "aileen-lee", "subject_name": "Aileen Lee", "subject_type": "person", "updated_at": "2026-06-19 16:40:11"}
{"amount": "", "attrs": {"action": "Treat the SALT route as a network surface for investor introductions, not as a pure allocator target.", "as_of_date": "2026-06-19", "pattern": "Conference speaker routes are useful for opening institutional adjacency around recognizable capital-markets operators.", "sme_verify": "Was the SALT slot tied to a conference stage, a sponsor session, or a side event with investor meetings?", "source_path": "data/recovered_batches/extracted_tick10_conferences.json", "source_type": "local_repo"}, "confidence": 0.77, "created_at": "2026-06-19 16:40:11", "deadline": null, "id": "conference-speaker-route-anthony-scaramucci-conference-speaker-capital-intro-adjacency-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "conference_speaker_route", "status": "active", "strategy": "conference speaker / capital-intro adjacency", "subject_id": "anthony-scaramucci", "subject_name": "Anthony Scaramucci", "subject_type": "person", "updated_at": "2026-06-19 16:40:11"}
{"amount": "", "attrs": {"action": "Use the Goldman/AAAIM node to reach adjacent allocator and advisor networks with a concise research packet.", "as_of_date": "2026-06-19", "pattern": "Advisor and institutional speakers can bridge to allocator diligence, especially when the event surface is identity-rich.", "sme_verify": "Does Candice N. Tse influence advisory workflow, distribution, or internal research prioritization?", "source_path": "data/recovered_batches/extracted_tick10_conferences.json", "source_type": "local_repo"}, "confidence": 0.76, "created_at": "2026-06-19 16:40:11", "deadline": null, "id": "advisor-conference-route-candice-n-tse-advisor-institutional-speaker-outreach-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "advisor_conference_route", "status": "active", "strategy": "advisor / institutional speaker outreach", "subject_id": "candice-n-tse", "subject_name": "Candice N. Tse", "subject_type": "person", "updated_at": "2026-06-19 16:40:11"}
{"amount": "", "attrs": {"action": "Route manager materials through a due-diligence-ready format that aligns with Albourne screening.", "as_of_date": "2026-06-19", "pattern": "Consultant QDD leads are high-leverage because they shape manager shortlist quality before allocator review.", "sme_verify": "Is Christina Stavrinides the right operational contact or should outreach go via a relationship owner?", "source_path": "data/recovered_loop_tick63_consultant_people_action_map.json", "source_type": "local_repo"}, "confidence": 0.84, "created_at": "2026-06-19 16:40:11", "deadline": null, "id": "consultant-gatekeeper-route-christina-stavrinides-qdd-consultant-shortlist-routing-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "consultant_gatekeeper_route", "status": "active", "strategy": "QDD / consultant shortlist routing", "subject_id": "christina-stavrinides", "subject_name": "Christina Stavrinides", "subject_type": "person", "updated_at": "2026-06-19 16:40:11"}
{"amount": "", "attrs": {"action": "Package the strategy for managed-account deployment language and platform diligence.", "as_of_date": "2026-06-19", "pattern": "Alternative managed-account surfaces are a separate route from direct allocator CIO outreach.", "sme_verify": "Does Wilshire prefer direct manager intros, platform onboarding, or consultant-mediated evaluation?", "source_path": "data/recovered_loop_tick63_consultant_people_action_map.json", "source_type": "local_repo"}, "confidence": 0.81, "created_at": "2026-06-19 16:40:11", "deadline": null, "id": "platform-route-jason-hubschman-managed-account-platform-alternatives-distribution-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "platform_route", "status": "active", "strategy": "managed-account platform / alternatives distribution", "subject_id": "jason-hubschman", "subject_name": "Jason Hubschman", "subject_type": "person", "updated_at": "2026-06-19 16:40:11"}
{"amount": "", "attrs": {"action": "Lead with an OCIO-ready packet that can be routed through Cambridge's global investing workflow.", "as_of_date": "2026-06-19", "pattern": "Consultant leadership seats can open multiple allocator relationships through one institutional workflow.", "sme_verify": "Is Samantha Davidson involved in direct manager selection, delegated OCIO, or both?", "source_path": "data/recovered_loop_tick63_consultant_people_action_map.json", "source_type": "local_repo"}, "confidence": 0.79, "created_at": "2026-06-19 16:40:11", "deadline": null, "id": "ocio-route-samantha-davidson-ocio-consultant-leadership-outreach-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "ocio_route", "status": "active", "strategy": "OCIO / consultant leadership outreach", "subject_id": "samantha-davidson", "subject_name": "Samantha Davidson", "subject_type": "person", "updated_at": "2026-06-19 16:40:11"}
{"amount": "", "attrs": {"action": "Map the board packet route before attempting any manager-introduction request into PIF.", "as_of_date": "2026-06-19", "pattern": "Board-adjacent operating roles often control the first acceptable contact path into sovereign allocators.", "sme_verify": "Should the first touch target the board secretary route, the investment team, or an external manager-registration process?", "source_path": "data/recovered_loop_tick63_board_packet_named_people.json; data/recovered_batches/extracted_tick10_swf_pensions.json", "source_type": "local_repo"}, "confidence": 0.73, "created_at": "2026-06-19 16:40:11", "deadline": null, "id": "sovereign-board-route-maram-al-johani-sovereign-board-operating-gatekeeper-outreach-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "sovereign_board_route", "status": "active", "strategy": "sovereign board / operating gatekeeper outreach", "subject_id": "maram-al-johani", "subject_name": "Maram Al Johani", "subject_type": "person", "updated_at": "2026-06-19 16:40:11"}
{"amount": "", "attrs": {"action": "Fetch the secure proposal portal and any upload or instruction page, then normalize the live submission fields into a manager-ready packet.", "blockers": ["Portal may be informational-only", "Submission path may require minimum AUM or existing relationships", "Instruction page may separate upload rules from the landing page"], "exact_target": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/investment-proposal-submission", "expected_fields": ["strategy", "aum", "track_record", "fees", "liquidity", "implementation_fit", "references", "submission_path", "document_url"], "go_no_go_criteria": "Go only if the portal accepts live submissions or clearly routes to due diligence; no-go if it is only a static information page.", "known_local_source_path": "docs/quant-board-packet-extraction-queue.md; data/recovered_loop_tick66_official_source_upgrade_targets.json", "pattern": "A standing portal creates a live intake route even when no formal RFP is open.", "priority_rank": 1, "sme_verify": "Does the secure portal route directly to the Investment Office, a triage queue, or an emerging-manager referral first?", "source_path": "docs/quant-board-packet-extraction-queue.md"}, "confidence": 0.98, "created_at": "2026-06-19 16:40:23", "deadline": null, "id": "live-packet-fetch-calpers-investment-proposal-submission-official-portal-direct-investment-proposal-intake-2026-06-19-open", "next_review": null, "signal_date": "2026-06-19", "signal_type": "live_packet_fetch", "status": "open", "strategy": "direct investment proposal intake", "subject_id": "calpers-investment-proposal-submission-official-portal", "subject_name": "CalPERS Investment Proposal Submission official portal", "subject_type": "public_pension_surface", "updated_at": "2026-06-19 16:40:23"}
{"amount": "", "attrs": {"action": "Fetch the qualification criteria and any eVestment references, then normalize the discovery requirements and direct-contact fallback.", "blockers": ["Qualification thresholds may exclude smaller strategies", "Discovery may be eVestment-only until AUM or registration tests are met"], "exact_target": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/public-investment-manager-opportunities", "expected_fields": ["strategy_category", "minimum_aum", "track_record", "contact_method", "status_date", "document_url"], "go_no_go_criteria": "Go only if the page shows a current live manager intake route or explicit fallback submission path; no-go if it is merely a directory entry.", "known_local_source_path": "docs/quant-board-packet-extraction-queue.md; data/recovered_loop_tick66_official_source_upgrade_targets.json", "pattern": "Manager-intake pages matter when the screen criteria and contact method are explicit.", "priority_rank": 2, "sme_verify": "Is this a live manager intake route or just a general opportunity listing?", "source_path": "docs/quant-board-packet-extraction-queue.md"}, "confidence": 0.99, "created_at": "2026-06-19 16:40:23", "deadline": null, "id": "live-packet-fetch-calpers-public-investment-manager-opportunities-official-evestment-path-public-manager-qualification-and-evestment-discovery-2026-06-19-open", "next_review": null, "signal_date": "2026-06-19", "signal_type": "live_packet_fetch", "status": "open", "strategy": "public manager qualification and eVestment discovery", "subject_id": "calpers-public-investment-manager-opportunities-official-evestment-path", "subject_name": "CalPERS Public Investment Manager Opportunities official eVestment path", "subject_type": "public_pension_surface", "updated_at": "2026-06-19 16:40:23"}
{"amount": "", "attrs": {"action": "Open the Comptroller RFP board page, follow the passive-indexing notice, and capture attachment and addendum URLs plus award-path metadata.", "blockers": ["Attachments may be hidden behind shortlist or registration", "Board page may only summarize a future solicitation", "Award-path metadata may be absent on the public page"], "exact_target": "https://comptroller.nyc.gov/services/for-businesses/doing-business-with-the-comptroller/rfps-solicitations/", "expected_fields": ["search_name", "deadline", "contract_expiry", "mandate", "requirements", "attachment_urls", "addenda_urls", "award_path", "document_url"], "go_no_go_criteria": "Go only if the board page exposes a real search launch with attachments or addenda; no-go if the surface is just a future notice.", "known_local_source_path": "docs/quant-board-packet-extraction-queue.md; docs/quant-pitch-calendar.md; data/recovered_loop_tick66_parent_official_gap_queue.json", "pattern": "The announcement is actionable only when the addenda and award path are captured.", "priority_rank": 3, "sme_verify": "Do the attachments show a true search launch or just a notice of future solicitation?", "source_path": "docs/quant-board-packet-extraction-queue.md"}, "confidence": 0.96, "created_at": "2026-06-19 16:40:23", "deadline": "2026-07-15", "id": "live-packet-fetch-nyc-bam-passive-indexing-search-attachment-addenda-gap-public-procurement-passive-indexing-search-2026-07-15-open", "next_review": null, "signal_date": "2026-07-15", "signal_type": "live_packet_fetch", "status": "open", "strategy": "public procurement / passive indexing search", "subject_id": "nyc-bam-passive-indexing-search-attachment-addenda-gap", "subject_name": "NYC BAM passive indexing search attachment/addenda gap", "subject_type": "public_pension_surface", "updated_at": "2026-06-19 16:40:23"}
{"amount": "", "attrs": {"action": "Open the board-material archive and capture the July 16-17, 2026 agenda, board book, summary, and recording URLs.", "blockers": ["Archive may separate agenda, book, summary, and recording across different pages", "Meeting materials may only include a presentation deck", "Manager-change evidence may be implicit rather than explicit"], "exact_target": "https://trs.texas.gov/about/trustees/board-meeting-materials", "expected_fields": ["board_date", "agenda_item", "approval", "vote", "speaker", "committee", "manager_change", "document_url"], "go_no_go_criteria": "Go only if the meeting-specific packet includes agenda or board-book evidence with an approval or manager-change cue; no-go if it is only a presentation archive.", "known_local_source_path": "docs/quant-board-packet-extraction-queue.md; docs/quant-pitch-calendar.md; data/recovered_loop_tick65_board_packet_extraction_targets.json", "pattern": "Board books are the best source when committee motions or approvals move manager decisions.", "priority_rank": 4, "sme_verify": "Do the materials include an approval or manager change, or only a presentation deck?", "source_path": "docs/quant-board-packet-extraction-queue.md"}, "confidence": 0.9, "created_at": "2026-06-19 16:40:23", "deadline": "2026-07-17", "id": "live-packet-fetch-trs-texas-board-meeting-materials-board-approval-manager-change-window-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "live_packet_fetch", "status": "active", "strategy": "board approval / manager-change window", "subject_id": "trs-texas-board-meeting-materials", "subject_name": "TRS Texas Board Meeting Materials", "subject_type": "public_pension_surface", "updated_at": "2026-06-19 16:40:23"}
{"amount": "", "attrs": {"action": "Fetch the March 2026 disclosure PDF and normalize manager names, transaction types, placement agents, and close dates.", "blockers": ["The PDF may contain only routine/no-activity rows", "Hires and terminations may be embedded inside long transaction text", "Placement-agent statements may repeat without changing pitchability"], "exact_target": "https://www.osc.ny.gov/files/common-retirement-fund/pdf/march-2026.pdf", "expected_fields": ["month", "manager_name", "asset_class", "transaction_type", "hire_or_termination", "placement_agent", "amount", "document_url"], "go_no_go_criteria": "Go only if the report exposes a true manager move, commitment, or liquidation; no-go if it is just a routine disclosure with no routing value.", "known_local_source_path": "docs/quant-board-packet-extraction-queue.md; data/recovered_loop_tick66_official_source_upgrade_targets.json", "pattern": "Monthly disclosures are valuable when the transaction fields reveal manager moves before summaries do.", "priority_rank": 5, "sme_verify": "Which rows are true hires or terminations versus routine position changes?", "source_path": "docs/quant-board-packet-extraction-queue.md"}, "confidence": 0.93, "created_at": "2026-06-19 16:40:23", "deadline": null, "id": "live-packet-fetch-nyscrf-monthly-disclosure-of-investments-and-transactions-manager-hire-termination-tape-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "live_packet_fetch", "status": "active", "strategy": "manager hire/termination tape", "subject_id": "nyscrf-monthly-disclosure-of-investments-and-transactions", "subject_name": "NYSCRF Monthly Disclosure of Investments and Transactions", "subject_type": "public_pension_surface", "updated_at": "2026-06-19 16:40:23"}
{"amount": "", "attrs": {"action": "Fetch the program page and any partner or eligibility language, then map the graduation path into allocation.", "blockers": ["The program may be informational without a live allocation path", "Asset-class parameters may be incomplete or stale"], "exact_target": "https://www.osc.ny.gov/common-retirement-fund/emerging-manager", "expected_fields": ["eligibility", "aum_threshold", "allocation_path", "graduation_criteria", "program_contact", "asset_class_parameters", "document_url"], "go_no_go_criteria": "Go only if the page exposes a current routable allocation path or explicit partner surface; no-go if it is generic program branding.", "known_local_source_path": "docs/quant-board-packet-extraction-queue.md; data/recovered_loop_tick66_official_source_upgrade_targets.json", "pattern": "Emerging-manager programs matter when graduation criteria map to a real allocation path.", "priority_rank": 6, "sme_verify": "Does graduation still map to a live allocation path or only to general program status?", "source_path": "docs/quant-board-packet-extraction-queue.md"}, "confidence": 0.92, "created_at": "2026-06-19 16:40:23", "deadline": null, "id": "live-packet-fetch-nyscrf-emerging-manager-program-emerging-manager-allocation-route-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "live_packet_fetch", "status": "active", "strategy": "emerging-manager allocation route", "subject_id": "nyscrf-emerging-manager-program", "subject_name": "NYSCRF Emerging Manager Program", "subject_type": "public_pension_surface", "updated_at": "2026-06-19 16:40:23"}
{"amount": "", "attrs": {"action": "Fetch the current-year quarterly report and normalize manager, mandate, asset class, allocation, consultant, and selection-date fields.", "blockers": ["Report may only restate prior-quarter reporting", "Selection dates may be missing or ambiguous", "Allocations may be too small to change pitch timing"], "exact_target": "https://www.sbafla.com/reporting/new-manager-reports/", "expected_fields": ["quarter", "manager", "mandate", "asset_class", "selection_date", "allocation", "consultant", "document_url"], "go_no_go_criteria": "Go only if the report shows fresh onboarding, a new mandate, or a replacement signal; no-go if it is only a reporting formalism.", "known_local_source_path": "data/recovered_loop_tick64_official_packet_source_upgrades.json; docs/quant-pitch-calendar.md", "pattern": "Quarterly new-manager reports can reveal active manager appetite before the next formal solicitation.", "priority_rank": 7, "sme_verify": "Do Florida SBA new-manager reports reflect fresh allocations, manager replacements, or only reporting formalities?", "source_path": "data/recovered_loop_tick64_official_packet_source_upgrades.json"}, "confidence": 0.97, "created_at": "2026-06-19 16:40:23", "deadline": null, "id": "live-packet-fetch-florida-sba-2026-q1-new-managers-report-official-link-new-manager-onboarding-tape-2026-q1-active", "next_review": null, "signal_date": "2026-Q1", "signal_type": "live_packet_fetch", "status": "active", "strategy": "new-manager onboarding tape", "subject_id": "florida-sba-2026-q1-new-managers-report-official-link", "subject_name": "Florida SBA 2026 Q1 New Managers Report official link", "subject_type": "public_pension_surface", "updated_at": "2026-06-19 16:40:23"}
{"amount": "", "attrs": {"action": "Submit or monitor the vendor-interest record so the firm can be notified when matching solicitations appear.", "blockers": ["Form may be aimed at general service providers rather than investment managers", "Notification promise may be non-binding"], "exact_target": "https://www.sbafla.com/partners/future-solicitations-request/", "expected_fields": ["first_name", "last_name", "title", "business_name", "email", "phone", "comments", "specific_service_interests", "other_interests"], "go_no_go_criteria": "Go only if the form can reasonably route investment-manager or liquid-alts interest to a live notification path; no-go if it is purely operational/procurement admin.", "known_local_source_path": "data/recovered_loop_tick66_official_source_upgrade_targets.json; docs/quant-consultant-private-wealth-extraction-queue.md", "pattern": "The official form can create pre-RFP visibility when SBA attempts to notify firms about matching solicitations.", "priority_rank": 8, "sme_verify": "Does the future-solicitation form notify investment-management opportunities or mostly operational/professional-services categories?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md"}, "confidence": 0.96, "created_at": "2026-06-19 16:40:23", "deadline": null, "id": "live-packet-fetch-florida-sba-future-solicitations-request-official-form-future-procurement-notification-intake-2026-06-19-open", "next_review": null, "signal_date": "2026-06-19", "signal_type": "live_packet_fetch", "status": "open", "strategy": "future procurement notification intake", "subject_id": "florida-sba-future-solicitations-request-official-form", "subject_name": "Florida SBA Future Solicitations Request official form", "subject_type": "public_pension_surface", "updated_at": "2026-06-19 16:40:23"}
{"amount": "", "attrs": {"action": "Use the posted June 18 agenda as the anchor, then extract agenda, book, and audio rows for allocation items, manager items, and approvals.", "blockers": ["Archive may only show an agenda row with no downloadable packet", "Book or audio may not exist for the posted meeting", "Allocation items may be absent even if the meeting is public"], "exact_target": "https://www.utimco.org/meeting-resources/", "expected_fields": ["meeting_date", "agenda_url", "book_url", "audio_url", "book_section", "agenda_item", "allocation_item", "manager_item", "approval", "person_or_board_member"], "go_no_go_criteria": "Go only if the archive exposes current meeting materials with a book or audio row; no-go if only an agenda label is present.", "known_local_source_path": "data/recovered_loop_tick66_official_source_upgrade_targets.json; data/recovered_loop_tick67_current_open_pitch_window_deepening.json", "pattern": "UTIMCO's archive becomes pitchable when agenda/book/audio rows reveal allocation motion.", "priority_rank": 9, "sme_verify": "Which UTIMCO archive fields are actually posted for June 18, 2026: agenda only, agenda plus book, or full agenda/book/audio?", "source_path": "data/recovered_loop_tick64_official_packet_source_upgrades.json"}, "confidence": 0.94, "created_at": "2026-06-19 16:40:23", "deadline": null, "id": "live-packet-fetch-utimco-june-18-2026-board-agenda-official-link-board-archive-allocation-and-manager-change-detector-2026-06-18-active", "next_review": null, "signal_date": "2026-06-18", "signal_type": "live_packet_fetch", "status": "active", "strategy": "board archive / allocation and manager-change detector", "subject_id": "utimco-june-18-2026-board-agenda-official-link", "subject_name": "UTIMCO June 18 2026 Board Agenda official link", "subject_type": "endowment_board_surface", "updated_at": "2026-06-19 16:40:23"}
{"amount": "", "attrs": {"action": "Keep KCERA as a monitored negative RFP surface and pair it with board agenda extraction for manager-review cues before any formal RFP appears.", "blockers": ["Page may remain explicitly closed or empty", "Board agenda cross-reference may be missing", "No open RFP may mean no pitchable window yet"], "exact_target": "https://www.kcera.org/request-for-proposals-rfp", "expected_fields": ["date_observed", "open_rfp_status", "rfp_title", "deadline", "contact", "board_agenda_cross_reference"], "go_no_go_criteria": "Go only if the page flips from negative monitor to an open procurement cycle or the board packet shows a manager-review cue; no-go if it stays closed.", "known_local_source_path": "data/recovered_loop_tick66_official_source_upgrade_targets.json; docs/quant-board-packet-extraction-queue.md", "pattern": "A negative official RFP page is still useful when paired with recurring board and committee agenda monitoring.", "priority_rank": 10, "sme_verify": "Does KCERA announce investment-manager searches on the RFP page first, or through board and investment committee agenda packets?", "source_path": "docs/quant-board-packet-extraction-queue.md"}, "confidence": 0.9, "created_at": "2026-06-19 16:40:23", "deadline": null, "id": "live-packet-fetch-kcera-request-for-proposals-official-negative-monitor-open-rfp-cycle-watch-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "live_packet_fetch", "status": "monitor", "strategy": "open RFP cycle watch", "subject_id": "kcera-request-for-proposals-official-negative-monitor", "subject_name": "KCERA Request for Proposals official negative monitor", "subject_type": "public_pension_surface", "updated_at": "2026-06-19 16:40:23"}
{"amount": "", "attrs": {"action": "Do not promote the route until an official board, procurement, or award record proves the platform is manager-facing.", "blockers": ["No official board or procurement proof yet", "Trade-press or local inference is not enough", "PCS may be internal implementation only"], "exact_target": "official board / procurement / award record still unresolved", "expected_fields": ["board_record", "procurement_record", "award_notice", "platform_responsibilities", "manager_facing_status"], "go_no_go_criteria": "Go only if an official PRIM record proves managed-account status and manager-facing access; no-go until then.", "known_local_source_path": "data/recovered_loop_tick68_official_packet_extraction_plan.json; data/recovered_loop_tick66_official_source_upgrade_targets.json", "pattern": "A high-value hedge-fund infrastructure signal needs official platform proof before outreach timing can be treated as confirmed.", "priority_rank": 11, "sme_verify": "Is the PCS or managed-account platform manager-facing, consultant-facing, or only an internal implementation procurement?", "source_path": "data/recovered_loop_tick68_official_packet_extraction_plan.json"}, "confidence": 0.82, "created_at": "2026-06-19 16:40:23", "deadline": null, "id": "live-packet-fetch-massprim-managed-account-platform-proof-gap-managed-account-platform-and-pcs-official-proof-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "live_packet_fetch", "status": "monitor", "strategy": "managed-account platform and PCS official proof", "subject_id": "massprim-managed-account-platform-proof-gap", "subject_name": "MassPRIM managed-account platform proof gap", "subject_type": "public_pension_surface", "updated_at": "2026-06-19 16:40:23"}
{"amount": "", "attrs": {"action": "Keep HMC as the operating manager node and move allocator facts to Harvard University Endowment instead of collapsing aliases.", "risk_if_unresolved": "Manager and allocator facts will keep fusing, which breaks target segmentation and ownership traversals.", "source_path": "data/recovered_loop_tick44_identity_normalization_audit.json", "validation_query": "SELECT name, type, attrs FROM nodes WHERE name IN ('Harvard Management Company (HMC)', 'Harvard University Endowment');"}, "confidence": 0.98, "created_at": "2026-06-19 16:41:43", "deadline": null, "id": "identity-split-harvard-management-company-hmc-quant-hedge-fund-gtm-graph-hygiene-2026-06-19-open", "next_review": null, "signal_date": "2026-06-19", "signal_type": "identity_split", "status": "open", "strategy": "quant hedge fund GTM graph hygiene", "subject_id": "harvard-management-company-hmc", "subject_name": "Harvard Management Company (HMC)", "subject_type": "lp", "updated_at": "2026-06-19 16:41:43"}
{"amount": "", "attrs": {"action": "Canonicalize GIC to one sovereign allocator node and keep committee or leadership records as subnodes only.", "risk_if_unresolved": "Acronym-only references can spawn duplicate sovereign nodes or get mistaken for governance surfaces.", "source_path": "data/recovered_loop_tick44_identity_normalization_audit.json", "validation_query": "SELECT name, type, attrs FROM nodes WHERE name LIKE 'Government of Singapore Investment Corporation%' OR name='GIC';"}, "confidence": 0.97, "created_at": "2026-06-19 16:41:43", "deadline": null, "id": "alias-normalization-government-of-singapore-investment-corporation-gic-quant-hedge-fund-gtm-graph-hygiene-2026-06-19-open", "next_review": null, "signal_date": "2026-06-19", "signal_type": "alias_normalization", "status": "open", "strategy": "quant hedge fund GTM graph hygiene", "subject_id": "government-of-singapore-investment-corporation-gic", "subject_name": "Government of Singapore Investment Corporation (GIC)", "subject_type": "lp", "updated_at": "2026-06-19 16:41:43"}
{"amount": "", "attrs": {"action": "Treat CPPIB and the parenthetical spelling as aliases only so the Canadian allocator stays on one node.", "risk_if_unresolved": "The allocator graph fragments across multiple CPP spellings and loses relationship density.", "source_path": "data/recovered_loop_tick60_identity_cleanup_actions.json", "validation_query": "SELECT name, type, attrs FROM nodes WHERE name LIKE 'CPP Investments%';"}, "confidence": 0.96, "created_at": "2026-06-19 16:41:43", "deadline": null, "id": "alias-normalization-cpp-investments-quant-hedge-fund-gtm-graph-hygiene-2026-06-19-open", "next_review": null, "signal_date": "2026-06-19", "signal_type": "alias_normalization", "status": "open", "strategy": "quant hedge fund GTM graph hygiene", "subject_id": "cpp-investments", "subject_name": "CPP Investments", "subject_type": "lp", "updated_at": "2026-06-19 16:41:43"}
{"amount": "", "attrs": {"action": "Keep the firm label canonical and preserve David E. Shaw as a separate founder/person node.", "risk_if_unresolved": "Founder and firm identities can drift into one another and pollute manager research and contact routing.", "source_path": "data/recovered_loop_tick60_identity_cleanup_actions.json", "validation_query": "SELECT name, type, attrs FROM nodes WHERE name LIKE 'D.E. Shaw%' OR name LIKE 'David%Shaw%';"}, "confidence": 0.95, "created_at": "2026-06-19 16:41:43", "deadline": null, "id": "alias-normalization-d-e-shaw-co-quant-hedge-fund-gtm-graph-hygiene-2026-06-19-open", "next_review": null, "signal_date": "2026-06-19", "signal_type": "alias_normalization", "status": "open", "strategy": "quant hedge fund GTM graph hygiene", "subject_id": "d-e-shaw-co", "subject_name": "D.E. Shaw & Co.", "subject_type": "fund", "updated_at": "2026-06-19 16:41:43"}
{"amount": "", "attrs": {"action": "Re-type Albourne Partners as a vendor/consultant gatekeeper, not an LP.", "risk_if_unresolved": "Consultant routing and gatekeeper search will misclassify the firm as capital instead of influence.", "source_path": "data/recovered_batches/extracted_tick10_lps.json", "validation_query": "SELECT name, type, attrs FROM nodes WHERE name='Albourne Partners';"}, "confidence": 0.97, "created_at": "2026-06-19 16:41:43", "deadline": null, "id": "type-fix-albourne-partners-quant-hedge-fund-gtm-graph-hygiene-2026-06-19-open", "next_review": null, "signal_date": "2026-06-19", "signal_type": "type_fix", "status": "open", "strategy": "quant hedge fund GTM graph hygiene", "subject_id": "albourne-partners", "subject_name": "Albourne Partners", "subject_type": "lp", "updated_at": "2026-06-19 16:41:43"}
{"amount": "", "attrs": {"action": "Re-type Innocap as a vendor/platform node so managed-account infrastructure does not sit in the fund bucket.", "risk_if_unresolved": "Managed-account platforms will contaminate the fund universe and distort LP-to-manager analysis.", "source_path": "data/recovered_batches/extracted_tick10_lps.json", "validation_query": "SELECT name, type, attrs FROM nodes WHERE name='Innocap';"}, "confidence": 0.99, "created_at": "2026-06-19 16:41:43", "deadline": null, "id": "type-fix-innocap-quant-hedge-fund-gtm-graph-hygiene-2026-06-19-open", "next_review": null, "signal_date": "2026-06-19", "signal_type": "type_fix", "status": "open", "strategy": "quant hedge fund GTM graph hygiene", "subject_id": "innocap", "subject_name": "Innocap", "subject_type": "fund", "updated_at": "2026-06-19 16:41:43"}
{"amount": "", "attrs": {"action": "Lock NEPC to the consultant/OCIO node and keep the Northeast Pension Consortium as a separate allocator consortium.", "risk_if_unresolved": "An acronym collision will merge two unrelated gatekeepers and distort consultant coverage.", "source_path": "data/recovered_loop_tick44_identity_normalization_audit.json", "validation_query": "SELECT name, type, attrs FROM nodes WHERE name IN ('NEPC', 'Northeast Pension Consortium');"}, "confidence": 0.98, "created_at": "2026-06-19 16:41:43", "deadline": null, "id": "identity-split-nepc-quant-hedge-fund-gtm-graph-hygiene-2026-06-19-open", "next_review": null, "signal_date": "2026-06-19", "signal_type": "identity_split", "status": "open", "strategy": "quant hedge fund GTM graph hygiene", "subject_id": "nepc", "subject_name": "NEPC", "subject_type": "vendor", "updated_at": "2026-06-19 16:41:43"}
{"amount": "", "attrs": {"action": "Keep GPIF as the allocator and model manager-registration and index-posting pages as process surfaces only.", "risk_if_unresolved": "Process pages will be mistaken for entity nodes and the allocator graph will lose clean traversal boundaries.", "source_path": "data/recovered_loop_tick44_identity_normalization_audit.json", "validation_query": "SELECT name, type, attrs FROM nodes WHERE name LIKE 'Japan Government Pension Investment Fund%' OR name LIKE 'GPIF%';"}, "confidence": 0.95, "created_at": "2026-06-19 16:41:43", "deadline": null, "id": "process-surface-split-japan-government-pension-investment-fund-gpif-quant-hedge-fund-gtm-graph-hygiene-2026-06-19-open", "next_review": null, "signal_date": "2026-06-19", "signal_type": "process_surface_split", "status": "open", "strategy": "quant hedge fund GTM graph hygiene", "subject_id": "japan-government-pension-investment-fund-gpif", "subject_name": "Japan Government Pension Investment Fund (GPIF)", "subject_type": "allocator", "updated_at": "2026-06-19 16:41:43"}
{"amount": "", "attrs": {"action": "Keep PIF as the sovereign allocator and treat Managers Gate as an intake surface, not a peer identity.", "risk_if_unresolved": "The allocator can be duplicated by a workflow page and hidden gatekeeper relationships get muddled.", "source_path": "data/recovered_loop_tick44_identity_normalization_audit.json", "validation_query": "SELECT name, type, attrs FROM nodes WHERE name LIKE 'Public Investment Fund%' OR name='PIF Managers Gate';"}, "confidence": 0.94, "created_at": "2026-06-19 16:41:43", "deadline": null, "id": "process-surface-split-public-investment-fund-pif-quant-hedge-fund-gtm-graph-hygiene-2026-06-19-open", "next_review": null, "signal_date": "2026-06-19", "signal_type": "process_surface_split", "status": "open", "strategy": "quant hedge fund GTM graph hygiene", "subject_id": "public-investment-fund-pif", "subject_name": "Public Investment Fund (PIF)", "subject_type": "allocator", "updated_at": "2026-06-19 16:41:43"}
{"amount": "", "attrs": {"action": "Keep Aksia manager intake separate from the MAX client/reporting surface so manager submissions and client analytics do not blur.", "risk_if_unresolved": "Manager-facing workflow and client reporting will collapse into one node and mask the real screening path.", "source_path": "data/recovered_loop_tick65_live_consultant_surfaces.json", "validation_query": "SELECT name, type, attrs FROM nodes WHERE name LIKE 'Aksia%Portal%' OR name LIKE 'Aksia MAX%';"}, "confidence": 0.97, "created_at": "2026-06-19 16:41:43", "deadline": null, "id": "surface-split-aksia-manager-portal-quant-hedge-fund-gtm-graph-hygiene-2026-06-19-open", "next_review": null, "signal_date": "2026-06-19", "signal_type": "surface_split", "status": "open", "strategy": "quant hedge fund GTM graph hygiene", "subject_id": "aksia-manager-portal", "subject_name": "Aksia Manager Portal", "subject_type": "consultant_portal", "updated_at": "2026-06-19 16:41:43"}
{"amount": "", "attrs": {"action": "Keep the distribution marketplace separate from the research and due-diligence workflow.", "risk_if_unresolved": "Distribution and diligence signals will blur, making platform routing less useful for advisor GTM.", "source_path": "data/recovered_loop_tick49_workflow_surface_splits.json", "validation_query": "SELECT name, type, attrs FROM nodes WHERE name LIKE 'iCapital Marketplace%' OR name LIKE 'iCapital Research%';"}, "confidence": 0.96, "created_at": "2026-06-19 16:41:43", "deadline": null, "id": "surface-split-icapital-marketplace-quant-hedge-fund-gtm-graph-hygiene-2026-06-19-open", "next_review": null, "signal_date": "2026-06-19", "signal_type": "surface_split", "status": "open", "strategy": "quant hedge fund GTM graph hygiene", "subject_id": "icapital-marketplace", "subject_name": "iCapital Marketplace", "subject_type": "vendor", "updated_at": "2026-06-19 16:41:43"}
{"amount": "", "attrs": {"action": "Keep CAIS asset-manager, advisor, home-office, and login surfaces as separate nodes so each GTM route stays legible.", "risk_if_unresolved": "Advisor discovery, gated login, and asset-manager distribution will collapse into one generic CAIS node.", "source_path": "data/recovered_loop_tick49_workflow_surface_splits.json", "validation_query": "SELECT name, type, attrs FROM nodes WHERE name LIKE 'CAIS %Site' OR name='CAIS Member Login';"}, "confidence": 0.96, "created_at": "2026-06-19 16:41:43", "deadline": null, "id": "surface-split-cais-asset-manager-site-quant-hedge-fund-gtm-graph-hygiene-2026-06-19-open", "next_review": null, "signal_date": "2026-06-19", "signal_type": "surface_split", "status": "open", "strategy": "quant hedge fund GTM graph hygiene", "subject_id": "cais-asset-manager-site", "subject_name": "CAIS Asset Manager Site", "subject_type": "vendor", "updated_at": "2026-06-19 16:41:43"}
{"amount": "", "attrs": {"action": "Use the CalPERS secure proposal portal as an official standing intake route; prepare proposal, track record, implementation fit, fees, liquidity, risk controls, and references before submission.", "pattern": "CalPERS confirms external managers may submit proposals through a secure online portal; outcomes include declined, additional due diligence, or emerging-manager adviser referral.", "remaining_blocker": "Actual secure portal form fields sit behind the Submit Your Investment Proposal link and may require interactive access.", "sme_verify": "Does the secure proposal portal route a liquid systematic strategy to a central triage queue, public-market staff, or an emerging-manager adviser first?", "source_path": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/investment-proposal-submission", "verified_fields": ["external_manager_submission_allowed", "secure_online_portal", "additional_due_diligence_outcome", "decline_outcome", "emerging_manager_adviser_referral", "updated_2024_03_29"], "verified_url": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/investment-proposal-submission"}, "confidence": 0.99, "created_at": "2026-06-19 16:46:07", "deadline": null, "id": "live-official-source-verified-calpers-investment-proposal-submission-live-official-page-direct-investment-proposal-portal-liquid-quant-pitch-intake-2026-06-19-open", "next_review": null, "signal_date": "2026-06-19", "signal_type": "live_official_source_verified", "status": "open", "strategy": "direct investment proposal portal / liquid quant pitch intake", "subject_id": "calpers-investment-proposal-submission-live-official-page", "subject_name": "CalPERS Investment Proposal Submission live official page", "subject_type": "public_pension_surface", "updated_at": "2026-06-19 16:46:07"}
{"amount": "", "attrs": {"action": "Refresh Nasdaq eVestment strategy and contact records if thresholds are met; otherwise use the direct proposal submission fallback.", "pattern": "CalPERS continuously searches external public-market managers through Nasdaq eVestment and lists hard minimum qualifications for global equity and fixed income.", "remaining_blocker": "Need manager's actual AUM, strategy AUM, GIPS status, and eVestment record freshness to determine go/no-go.", "sme_verify": "For systematic public strategies below the listed thresholds, is direct proposal submission meaningfully reviewed or mostly archived?", "source_path": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/public-investment-manager-opportunities", "verified_fields": ["continuous_external_manager_search", "nasdaq_evestment_database", "updated_complete_strategy_and_contact_information", "firm_history_global_equity_5_years", "firm_history_global_fixed_income_10_years", "strategy_performance_history_5_years", "gips_compliant_performance_composites", "firm_aum_global_equity_3b", "firm_aum_global_fixed_income_5b", "strategy_aum_global_equity_500m", "strategy_aum_global_fixed_income_1b", "sec_or_equivalent_registration", "direct_proposal_fallback_below_thresholds", "updated_2024_03_29"], "verified_url": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/public-investment-manager-opportunities"}, "confidence": 0.99, "created_at": "2026-06-19 16:46:07", "deadline": null, "id": "live-official-source-verified-calpers-public-investment-manager-opportunities-live-official-page-public-manager-qualification-and-evestment-discovery-2026-06-19-open", "next_review": null, "signal_date": "2026-06-19", "signal_type": "live_official_source_verified", "status": "open", "strategy": "public manager qualification and eVestment discovery", "subject_id": "calpers-public-investment-manager-opportunities-live-official-page", "subject_name": "CalPERS Public Investment Manager Opportunities live official page", "subject_type": "public_pension_surface", "updated_at": "2026-06-19 16:46:07"}
{"amount": "", "attrs": {"action": "Register/download the notice, extract the full Notice of Search PDF, and submit required information to the Systems' consultants databases by July 15, 2026 at 11:59 PM EST.", "pattern": "The official page confirms the search is not merely a future notice: it provides PIN, bureau, closing date, contact email, question deadline, and a downloadable Notice of Search link gated by a form.", "remaining_blocker": "The full Notice of Search PDF must be downloaded via the form or link and normalized for minimum requirements, consultant database names, scoring, and award path.", "sme_verify": "Which consultants' databases count for the July 15 submission requirement, and are smart beta/ESG/carbon index capabilities enough to create adjacent systematic-manager outreach?", "source_path": "https://comptroller.nyc.gov/rfp/notice-of-search-for-equity-index-investment-management-products-and-services/", "verified_fields": ["notice_date_2026_06_12", "pin_015_268_328_00_QQ", "bureau_asset_management", "closing_date_2026_07_15", "consultant_database_submission_deadline_2026_07_15_2359_est", "question_contact_equitysearch2026_at_comptroller_nyc_gov", "question_deadline_2026_06_25_1500_est", "download_form_fields_company_first_last_email_phone_address", "download_link_equity_index_notice_of_search_6_5_26_final", "participating_systems_trs_nycers_police_fire_bers_may_choose_later", "scope_cap_weighted_smart_beta_alt_weighted_esg_carbon_index_products"], "verified_url": "https://comptroller.nyc.gov/rfp/notice-of-search-for-equity-index-investment-management-products-and-services/"}, "confidence": 0.99, "created_at": "2026-06-19 16:46:07", "deadline": "2026-07-15", "id": "live-official-source-verified-nyc-comptroller-equity-index-notice-of-search-live-official-page-equity-index-investment-management-products-and-services-search-2026-06-19-open", "next_review": null, "signal_date": "2026-06-19", "signal_type": "live_official_source_verified", "status": "open", "strategy": "equity index investment management products and services search", "subject_id": "nyc-comptroller-equity-index-notice-of-search-live-official-page", "subject_name": "NYC Comptroller Equity Index Notice of Search live official page", "subject_type": "public_pension_surface", "updated_at": "2026-06-19 16:46:07"}
{"amount": "", "attrs": {"action": "Build the master response packet around solicitation attachments, addenda, deadline, requirements, award path, contract-expiry context, and replacement-cycle evidence.", "go_no_go": "Go only if the current request is routable and the attachment and addendum URLs are captured; no-go if the surface is only a future notice, stale archive, or generic calendar entry.", "owner_persona": "Quant GTM / proposal lead", "priority": "P0", "query_ids": ["Q05", "Q07"], "required_assets": ["Quant hedge fund response packet", "Fee / liquidity / capacity schedule", "DDQ / ODD data-room packet", "Source appendix / transcript / filing pack", "PDF / deck mirror"], "source_path": "docs/quant-pitch-calendar.md; data/recovered_loop_tick69_aeo_test_query_matrix.json; data/recovered_loop_tick68_sme_validation_call_scripts.json", "target_surface": ["public web", "consultant database", "internal investment committee packet"], "why_it_matters_to_quant_hedge_fund": "This is the clearest live replacement-cycle window in the corpus and the one most likely to convert into a real allocator review."}, "confidence": 0.96, "created_at": "2026-06-19 16:46:35", "deadline": "2026-07-15", "id": "open-window-packet-backlog-nyc-bam-response-packet-replacement-cycle-rfp-response-2026-06-19-open", "next_review": null, "signal_date": "2026-06-19", "signal_type": "open_window_packet_backlog", "status": "open", "strategy": "replacement-cycle RFP response", "subject_id": "nyc-bam-response-packet", "subject_name": "NYC BAM response packet", "subject_type": "public_pension_surface", "updated_at": "2026-06-19 16:46:35"}
{"amount": "", "attrs": {"action": "Publish the canonical manager landing page, FAQ and comparison hub, source appendix, JSON-LD schema, and PDF/deck mirror that answer the same allocator questions across public answer engines.", "go_no_go": "Go only if the answer-first page is dated, source-linked, and entity-disambiguated; no-go if the content is generic, thin, or missing primary-source support.", "owner_persona": "Quant AEO / SEO lead", "priority": "P0", "query_ids": ["Q01", "Q02", "Q03", "Q04"], "required_assets": ["Performance / factor / drawdown workbook", "Source appendix / transcript / filing pack", "Advisor FAQ / platform Q&A pack", "JSON-LD entity / FAQ / FinancialProduct schema", "PDF / deck mirror"], "source_path": "data/recovered_loop_tick69_aeo_test_query_matrix.json; docs/quant-aeo-geo-content-backlog.md; data/recovered_loop_tick68_sme_validation_call_scripts.json", "target_surface": ["ChatGPT Search", "Google AI Overviews / AI Mode", "Perplexity", "Claude web search"], "why_it_matters_to_quant_hedge_fund": "These questions are the public discovery layer that allocators and analysts hit before they open a diligence packet."}, "confidence": 0.91, "created_at": "2026-06-19 16:46:35", "deadline": null, "id": "public-answer-engine-packet-backlog-allocator-intent-answer-engine-pack-answer-first-discovery-for-quant-hedge-fund-fundraising-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "public_answer_engine_packet_backlog", "status": "active", "strategy": "answer-first discovery for quant hedge fund fundraising", "subject_id": "allocator-intent-answer-engine-pack", "subject_name": "Allocator-intent answer engine pack", "subject_type": "answer_engine_cluster", "updated_at": "2026-06-19 16:46:35"}
{"amount": "", "attrs": {"action": "Package manager profile fields, DDQ/ODD evidence, fee/liquidity/capacity terms, advisor-fit language, and platform-compatible fund data in the local consultant and private-wealth routing language.", "go_no_go": "Go only if the SME can confirm a real gatekeeper and mandatory onboarding fields; no-go if the route is only descriptive branding without a submission path.", "owner_persona": "Quant diligence / research lead", "priority": "P0", "query_ids": ["Q05", "Q06", "Q07", "Q08", "Q09"], "required_assets": ["DDQ / ODD data-room packet", "Fee / liquidity / capacity schedule", "Advisor one-pager / model-portfolio fit brief", "Advisor FAQ / platform Q&A pack", "PDF / deck mirror"], "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md; data/recovered_loop_tick69_aeo_test_query_matrix.json; data/recovered_loop_tick68_sme_validation_call_scripts.json", "target_surface": ["MercerInsight/eVestment", "Aksia MAX / Manager Portal", "Callan / RFP networks", "CAIS x Claude", "iCapital Marketplace / Due Diligence", "J.P. Morgan Private Bank"], "why_it_matters_to_quant_hedge_fund": "Consultant and platform screens decide whether the manager gets into the shortlist at all."}, "confidence": 0.9, "created_at": "2026-06-19 16:46:35", "deadline": null, "id": "consultant-and-platform-packet-backlog-consultant-and-private-wealth-diligence-pack-consultant-screening-and-advisor-platform-readiness-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "consultant_and_platform_packet_backlog", "status": "active", "strategy": "consultant screening and advisor-platform readiness", "subject_id": "consultant-and-private-wealth-diligence-pack", "subject_name": "Consultant and private-wealth diligence pack", "subject_type": "consultant_and_platform_cluster", "updated_at": "2026-06-19 16:46:35"}
{"amount": "", "attrs": {"action": "Normalize canonical titles, tags, DDQ history, ODD notes, committee decisions, memo status, spreadsheets, and timestamps so internal copilots can return the current record cleanly.", "go_no_go": "Go only if the current memo, decision log, DDQ history, and spreadsheet are canonicalized and searchable; no-go if the packet is still a loose collection of files.", "owner_persona": "Quant diligence / research lead", "priority": "P1", "query_ids": ["Q10", "Q11", "Q12"], "required_assets": ["DDQ / ODD data-room packet", "Performance / factor / drawdown workbook", "Source appendix / transcript / filing pack", "PDF / deck mirror"], "source_path": "data/recovered_loop_tick69_aeo_test_query_matrix.json; data/recovered_loop_tick68_sme_validation_call_scripts.json; docs/quant-aeo-geo-content-backlog.md", "target_surface": ["Microsoft 365 Copilot", "Glean Assistant", "Atlassian Rovo", "Bloomberg ASKB", "FactSet AI"], "why_it_matters_to_quant_hedge_fund": "Internal diligence moves faster when the same evidence is retrievable in the work tools allocators actually use."}, "confidence": 0.88, "created_at": "2026-06-19 16:46:35", "deadline": null, "id": "enterprise-retrieval-packet-backlog-internal-retrieval-and-diligence-pack-permissioned-diligence-retrieval-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "enterprise_retrieval_packet_backlog", "status": "active", "strategy": "permissioned diligence retrieval", "subject_id": "internal-retrieval-and-diligence-pack", "subject_name": "Internal retrieval and diligence pack", "subject_type": "enterprise_copilot_cluster", "updated_at": "2026-06-19 16:46:35"}
{"amount": "", "attrs": {"action": "Keep the public page, FAQ, JSON-LD, PDF, and deck mirror in sync so the same claims survive both web discovery and offline sharing.", "go_no_go": "Go only if the mirror is content-identical on fees, liquidity, capacity, and risk language; no-go if the deck or PDF diverges from the canonical page.", "owner_persona": "Quant AEO / SEO lead", "priority": "P1", "query_ids": ["Q01", "Q02", "Q08"], "required_assets": ["Quant hedge fund response packet", "Advisor FAQ / platform Q&A pack", "JSON-LD entity / FAQ / FinancialProduct schema", "PDF / deck mirror"], "source_path": "docs/quant-aeo-geo-content-backlog.md; data/recovered_loop_tick69_aeo_test_query_matrix.json", "target_surface": ["public web", "PDF", "deck", "schema markup"], "why_it_matters_to_quant_hedge_fund": "This is the glue that makes the same GTM content usable across answer engines, downloads, and live conversations."}, "confidence": 0.87, "created_at": "2026-06-19 16:46:35", "deadline": null, "id": "distribution-mirror-backlog-portable-mirror-pack-web-plus-document-mirror-parity-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "distribution_mirror_backlog", "status": "active", "strategy": "web plus document mirror parity", "subject_id": "portable-mirror-pack", "subject_name": "Portable mirror pack", "subject_type": "content_distribution_cluster", "updated_at": "2026-06-19 16:46:35"}
{"amount": "", "attrs": {"action": "Resolve the portal URL, then confirm whether the page still routes managers into a live submission workflow or a static notice.", "exact_known_url": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/investment-proposal-submission", "expected_artifact_names": ["investment-proposal-submission", "submission-instructions", "proposal-diligence-packet"], "fallback_search_terms": ["site:calpers.ca.gov investment proposal submission CalPERS", "CalPERS investment manager opportunities proposal submission"], "likely_landing_page": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/investment-proposal-submission", "live_web_verification_mandatory": true, "pattern": "A standing portal can become the manager intake route even when no formal RFP is open.", "priority_rank": 1, "sme_verify": "Does the portal still route directly to the Investment Office or a triage queue?", "source_path": "docs/quant-board-packet-extraction-queue.md; data/recovered_loop_tick69_live_packet_fetch_queue.json"}, "confidence": 0.98, "created_at": "2026-06-19 16:47:24", "deadline": null, "id": "official-url-resolution-task-calpers-investment-proposal-submission-official-portal-direct-investment-proposal-intake-2026-06-19-open", "next_review": null, "signal_date": "2026-06-19", "signal_type": "official_url_resolution_task", "status": "open", "strategy": "direct investment proposal intake", "subject_id": "calpers-investment-proposal-submission-official-portal", "subject_name": "CalPERS Investment Proposal Submission official portal", "subject_type": "public_pension_surface", "updated_at": "2026-06-19 16:47:24"}
{"amount": "", "attrs": {"action": "Resolve the page URL and check whether the route is still a live manager-intake screen or only a directory listing.", "exact_known_url": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/public-investment-manager-opportunities", "expected_artifact_names": ["public-investment-manager-opportunities", "qualification-criteria", "evestment-reference"], "fallback_search_terms": ["site:calpers.ca.gov public investment manager opportunities CalPERS", "CalPERS eVestment public investment manager opportunities"], "likely_landing_page": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/public-investment-manager-opportunities", "live_web_verification_mandatory": true, "pattern": "Manager-intake pages matter when the screen criteria and contact method are explicit.", "priority_rank": 2, "sme_verify": "Is this a live manager intake route or just a general opportunity listing?", "source_path": "docs/quant-board-packet-extraction-queue.md; data/recovered_loop_tick69_live_packet_fetch_queue.json"}, "confidence": 0.99, "created_at": "2026-06-19 16:47:24", "deadline": null, "id": "official-url-resolution-task-calpers-public-investment-manager-opportunities-official-evestment-path-public-manager-qualification-and-evestment-discovery-2026-06-19-open", "next_review": null, "signal_date": "2026-06-19", "signal_type": "official_url_resolution_task", "status": "open", "strategy": "public manager qualification and eVestment discovery", "subject_id": "calpers-public-investment-manager-opportunities-official-evestment-path", "subject_name": "CalPERS Public Investment Manager Opportunities official eVestment path", "subject_type": "public_pension_surface", "updated_at": "2026-06-19 16:47:24"}
{"amount": "", "attrs": {"action": "Resolve the board page, then capture the attachment, addendum, and award-path URLs that make the search actionable.", "exact_known_url": "https://comptroller.nyc.gov/services/for-businesses/doing-business-with-the-comptroller/rfps-solicitations/", "expected_artifact_names": ["rfps-solicitations", "passive-indexing-notice", "attachment-pdfs", "addenda-pdfs", "award-path"], "fallback_search_terms": ["site:comptroller.nyc.gov rfps solicitations passive indexing NYC BAM", "NYC BAM passive indexing search addenda"], "likely_landing_page": "https://comptroller.nyc.gov/services/for-businesses/doing-business-with-the-comptroller/rfps-solicitations/", "live_web_verification_mandatory": true, "pattern": "Search announcements only become pitch windows when the addenda and award path are captured.", "priority_rank": 3, "sme_verify": "Do the attachments show a true search launch or just a notice of future solicitation?", "source_path": "docs/quant-board-packet-extraction-queue.md; docs/quant-pitch-calendar.md; data/recovered_loop_tick69_live_packet_fetch_queue.json"}, "confidence": 0.96, "created_at": "2026-06-19 16:47:24", "deadline": "2026-07-15", "id": "official-url-resolution-task-nyc-bam-passive-indexing-search-attachment-addenda-gap-public-procurement-passive-indexing-search-2026-07-15-open", "next_review": null, "signal_date": "2026-07-15", "signal_type": "official_url_resolution_task", "status": "open", "strategy": "public procurement / passive indexing search", "subject_id": "nyc-bam-passive-indexing-search-attachment-addenda-gap", "subject_name": "NYC BAM passive indexing search attachment/addenda gap", "subject_type": "public_pension_surface", "updated_at": "2026-06-19 16:47:24"}
{"amount": "", "attrs": {"action": "Resolve the archive and extract the July 16-17 agenda, board book, summary, and recording URLs.", "exact_known_url": "https://trs.texas.gov/about/trustees/board-meeting-materials", "expected_artifact_names": ["board-meeting-materials", "july-16-17-2026-agenda", "board-book", "summary", "recording"], "fallback_search_terms": ["site:trs.texas.gov board meeting materials July 2026 TRS", "TRS Texas board meeting materials"], "likely_landing_page": "https://trs.texas.gov/about/trustees/board-meeting-materials", "live_web_verification_mandatory": true, "pattern": "Board books are the best source when committee motions or approvals move manager decisions.", "priority_rank": 4, "sme_verify": "Do the materials include an approval or manager change, or only a presentation deck?", "source_path": "docs/quant-board-packet-extraction-queue.md; docs/quant-pitch-calendar.md; data/recovered_loop_tick69_live_packet_fetch_queue.json"}, "confidence": 0.9, "created_at": "2026-06-19 16:47:24", "deadline": "2026-07-17", "id": "official-url-resolution-task-trs-texas-board-meeting-materials-board-approval-manager-change-window-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "official_url_resolution_task", "status": "active", "strategy": "board approval / manager-change window", "subject_id": "trs-texas-board-meeting-materials", "subject_name": "TRS Texas Board Meeting Materials", "subject_type": "public_pension_surface", "updated_at": "2026-06-19 16:47:24"}
{"amount": "", "attrs": {"action": "Keep the March 2026 disclosure URL pinned and normalize the monthly-disclosure artifact name.", "exact_known_url": "https://www.osc.ny.gov/files/common-retirement-fund/pdf/march-2026.pdf", "expected_artifact_names": ["march-2026.pdf", "monthly-disclosure", "transaction-table"], "fallback_search_terms": ["site:osc.ny.gov March 2026 common retirement fund PDF", "NYSCRF monthly disclosure investments transactions March 2026"], "likely_landing_page": "https://www.osc.ny.gov/files/common-retirement-fund/pdf/march-2026.pdf", "live_web_verification_mandatory": false, "pattern": "Monthly disclosures are valuable when the transaction fields reveal manager moves before summaries do.", "priority_rank": 5, "sme_verify": "Which rows are true hires or terminations versus routine position changes?", "source_path": "docs/quant-board-packet-extraction-queue.md; data/recovered_loop_tick69_live_packet_fetch_queue.json"}, "confidence": 0.93, "created_at": "2026-06-19 16:47:24", "deadline": null, "id": "official-url-resolution-task-nyscrf-monthly-disclosure-of-investments-and-transactions-manager-hire-termination-tape-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "official_url_resolution_task", "status": "active", "strategy": "manager hire/termination tape", "subject_id": "nyscrf-monthly-disclosure-of-investments-and-transactions", "subject_name": "NYSCRF Monthly Disclosure of Investments and Transactions", "subject_type": "public_pension_surface", "updated_at": "2026-06-19 16:47:24"}
{"amount": "", "attrs": {"action": "Keep the program page URL pinned and normalize the allocation-route artifact name.", "exact_known_url": "https://www.osc.ny.gov/common-retirement-fund/emerging-manager", "expected_artifact_names": ["emerging-manager", "eligibility-language", "partner-surface"], "fallback_search_terms": ["site:osc.ny.gov emerging manager NYSCRF", "NYSCRF emerging manager program"], "likely_landing_page": "https://www.osc.ny.gov/common-retirement-fund/emerging-manager", "live_web_verification_mandatory": false, "pattern": "Emerging-manager programs matter when graduation criteria map to a real allocation path.", "priority_rank": 6, "sme_verify": "Does graduation still map to a live allocation path or only to general program status?", "source_path": "docs/quant-board-packet-extraction-queue.md; data/recovered_loop_tick69_live_packet_fetch_queue.json"}, "confidence": 0.92, "created_at": "2026-06-19 16:47:24", "deadline": null, "id": "official-url-resolution-task-nyscrf-emerging-manager-program-emerging-manager-allocation-route-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "official_url_resolution_task", "status": "active", "strategy": "emerging-manager allocation route", "subject_id": "nyscrf-emerging-manager-program", "subject_name": "NYSCRF Emerging Manager Program", "subject_type": "public_pension_surface", "updated_at": "2026-06-19 16:47:24"}
{"amount": "", "attrs": {"action": "Pin the quarterly report URL and standardize the new-manager report artifact name.", "exact_known_url": "https://www.sbafla.com/reporting/new-manager-reports/", "expected_artifact_names": ["new-manager-reports", "2026-q1-report"], "fallback_search_terms": ["site:sbafla.com new manager reports 2026 Q1", "Florida SBA new manager report"], "likely_landing_page": "https://www.sbafla.com/reporting/new-manager-reports/", "live_web_verification_mandatory": false, "pattern": "Quarterly new-manager reports can reveal active manager appetite before the next formal solicitation.", "priority_rank": 7, "sme_verify": "Do Florida SBA new-manager reports reflect fresh allocations or only reporting formalities?", "source_path": "docs/quant-board-packet-extraction-queue.md; docs/quant-pitch-calendar.md; data/recovered_loop_tick69_live_packet_fetch_queue.json"}, "confidence": 0.97, "created_at": "2026-06-19 16:47:24", "deadline": null, "id": "official-url-resolution-task-florida-sba-2026-q1-new-managers-report-official-link-new-manager-onboarding-tape-2026-q1-active", "next_review": null, "signal_date": "2026-Q1", "signal_type": "official_url_resolution_task", "status": "active", "strategy": "new-manager onboarding tape", "subject_id": "florida-sba-2026-q1-new-managers-report-official-link", "subject_name": "Florida SBA 2026 Q1 New Managers Report official link", "subject_type": "public_pension_surface", "updated_at": "2026-06-19 16:47:24"}
{"amount": "", "attrs": {"action": "Resolve the form URL and confirm whether it still routes investment-manager interest into a notification path.", "exact_known_url": "https://www.sbafla.com/partners/future-solicitations-request/", "expected_artifact_names": ["future-solicitations-request", "vendor-interest-form"], "fallback_search_terms": ["site:sbafla.com future solicitations request", "Florida SBA future solicitations request"], "likely_landing_page": "https://www.sbafla.com/partners/future-solicitations-request/", "live_web_verification_mandatory": true, "pattern": "The official form can create pre-RFP visibility when SBA notifies firms about matching solicitations.", "priority_rank": 8, "sme_verify": "Does the form notify investment-management opportunities or mostly operational categories?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md; docs/quant-board-packet-extraction-queue.md; data/recovered_loop_tick69_live_packet_fetch_queue.json"}, "confidence": 0.96, "created_at": "2026-06-19 16:47:24", "deadline": null, "id": "official-url-resolution-task-florida-sba-future-solicitations-request-official-form-future-procurement-notification-intake-2026-06-19-open", "next_review": null, "signal_date": "2026-06-19", "signal_type": "official_url_resolution_task", "status": "open", "strategy": "future procurement notification intake", "subject_id": "florida-sba-future-solicitations-request-official-form", "subject_name": "Florida SBA Future Solicitations Request official form", "subject_type": "public_pension_surface", "updated_at": "2026-06-19 16:47:24"}
{"amount": "", "attrs": {"action": "Resolve the archive and extract agenda, book, and audio rows for the June 18 meeting.", "exact_known_url": "https://www.utimco.org/meeting-resources/", "expected_artifact_names": ["meeting-resources", "agenda", "book", "audio"], "fallback_search_terms": ["site:utimco.org meeting resources June 18 2026", "UTIMCO meeting resources"], "likely_landing_page": "https://www.utimco.org/meeting-resources/", "live_web_verification_mandatory": true, "pattern": "UTIMCO's archive becomes pitchable when agenda/book/audio rows reveal allocation motion.", "priority_rank": 9, "sme_verify": "Which UTIMCO archive fields are actually posted for June 18, 2026?", "source_path": "data/recovered_loop_tick66_official_source_upgrade_targets.json; data/recovered_loop_tick67_current_open_pitch_window_deepening.json; data/recovered_loop_tick69_live_packet_fetch_queue.json"}, "confidence": 0.94, "created_at": "2026-06-19 16:47:24", "deadline": null, "id": "official-url-resolution-task-utimco-june-18-2026-board-agenda-official-link-board-archive-allocation-and-manager-change-detector-2026-06-18-active", "next_review": null, "signal_date": "2026-06-18", "signal_type": "official_url_resolution_task", "status": "active", "strategy": "board archive / allocation and manager-change detector", "subject_id": "utimco-june-18-2026-board-agenda-official-link", "subject_name": "UTIMCO June 18 2026 Board Agenda official link", "subject_type": "endowment_board_surface", "updated_at": "2026-06-19 16:47:24"}
{"amount": "", "attrs": {"action": "Resolve the RFP URL and verify whether the page has flipped from a negative monitor to an open procurement cycle.", "exact_known_url": "https://www.kcera.org/request-for-proposals-rfp", "expected_artifact_names": ["request-for-proposals-rfp", "open-cycle-monitor"], "fallback_search_terms": ["site:kcera.org request for proposals rfp", "KCERA RFP"], "likely_landing_page": "https://www.kcera.org/request-for-proposals-rfp", "live_web_verification_mandatory": true, "pattern": "A negative official RFP page is still useful when paired with recurring board and committee agenda monitoring.", "priority_rank": 10, "sme_verify": "Does KCERA announce investment-manager searches on the RFP page first, or through board packets?", "source_path": "docs/quant-board-packet-extraction-queue.md; docs/quant-pitch-calendar.md; data/recovered_loop_tick69_live_packet_fetch_queue.json"}, "confidence": 0.9, "created_at": "2026-06-19 16:47:24", "deadline": null, "id": "official-url-resolution-task-kcera-request-for-proposals-official-negative-monitor-open-rfp-cycle-watch-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "official_url_resolution_task", "status": "monitor", "strategy": "open RFP cycle watch", "subject_id": "kcera-request-for-proposals-official-negative-monitor", "subject_name": "KCERA Request for Proposals official negative monitor", "subject_type": "public_pension_surface", "updated_at": "2026-06-19 16:47:24"}
{"amount": "", "attrs": {"action": "Resolve the official PRIM anchor and determine whether the managed-account platform or PCS route is actually manager-facing.", "exact_known_url": null, "expected_artifact_names": ["PRIM-investments-page", "board-record", "procurement-record", "award-notice", "PCS-proof-packet"], "fallback_search_terms": ["MassPRIM PRIM investments", "MassPRIM managed-account platform PCS", "Portfolio Completion Strategies PRIM"], "likely_landing_page": "PRIM investments page anchor", "live_web_verification_mandatory": true, "pattern": "A high-value hedge-fund infrastructure signal needs official platform proof before outreach timing can be treated as confirmed.", "priority_rank": 11, "sme_verify": "Is the PCS or managed-account platform manager-facing, consultant-facing, or only internal?", "source_path": "docs/quant-pitch-calendar.md; data/recovered_loop_tick68_official_packet_extraction_plan.json; data/recovered_loop_tick69_live_packet_fetch_queue.json"}, "confidence": 0.82, "created_at": "2026-06-19 16:47:24", "deadline": null, "id": "official-url-resolution-task-massprim-managed-account-platform-proof-gap-managed-account-platform-and-pcs-official-proof-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "official_url_resolution_task", "status": "monitor", "strategy": "managed-account platform and PCS official proof", "subject_id": "massprim-managed-account-platform-proof-gap", "subject_name": "MassPRIM managed-account platform proof gap", "subject_type": "public_pension_surface", "updated_at": "2026-06-19 16:47:24"}
{"amount": "", "attrs": {"action": "Use the Goldman private-wealth channel to route a concise, advisor-ready liquid-alts packet and ask which desk owns manager evaluation for UHNW and family-office relationships.", "as_of_date": "2026-06-19", "pattern": "A named global private-wealth co-head is a stronger access surface than generic wealth-marketing outreach.", "sme_verify": "Does the real routing happen through the private-bank desk, product specialists, or a family-office team?", "source_path": "sources/raw/milken-global-conference-2025-speakers.txt; data/recovered_batches/extracted_tick10_conferences.json", "source_type": "local_repo"}, "confidence": 0.92, "created_at": "2026-06-19 16:48:04", "deadline": null, "id": "private-wealth-distribution-route-meena-flynn-private-bank-global-private-wealth-access-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "private_wealth_distribution_route", "status": "active", "strategy": "private bank / global private wealth access", "subject_id": "meena-flynn", "subject_name": "Meena Flynn", "subject_type": "person", "updated_at": "2026-06-19 16:48:04"}
{"amount": "", "attrs": {"action": "Treat ILPA as an allocator-shaping surface and use it to refine language around governance, transparency, and member-friendly manager selection.", "as_of_date": "2026-06-19", "pattern": "LP associations influence allocator norms even when they are not direct buyers.", "sme_verify": "Is ILPA being used here for education, direct placement, or conference adjacency only?", "source_path": "sources/raw/milken-global-conference-2025-speakers.txt", "source_type": "local_repo"}, "confidence": 0.86, "created_at": "2026-06-19 16:48:04", "deadline": null, "id": "lp-association-route-jennifer-choi-institutional-lp-education-and-standards-route-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "lp_association_route", "status": "active", "strategy": "institutional LP education and standards route", "subject_id": "jennifer-choi", "subject_name": "Jennifer Choi", "subject_type": "person", "updated_at": "2026-06-19 16:48:04"}
{"amount": "", "attrs": {"action": "Package manager materials for consultant screening first, then ask whether the right next step is QDD, a relationship intro, or allocator shortlist routing.", "as_of_date": "2026-06-19", "pattern": "Consultant gatekeepers can control which managers survive the first pass long before allocator meetings happen.", "sme_verify": "Should outreach land with QDD, a relationship owner, or a conference-side introduction first?", "source_path": "sources/raw/milken-global-conference-2025-speakers.txt; data/recovered_loop_tick65_event_roster_sponsor_depth.json", "source_type": "local_repo"}, "confidence": 0.88, "created_at": "2026-06-19 16:48:04", "deadline": null, "id": "consultant-qdd-route-john-claisse-consultant-screening-and-due-diligence-gate-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "consultant_qdd_route", "status": "active", "strategy": "consultant screening and due-diligence gate", "subject_id": "john-claisse", "subject_name": "John Claisse", "subject_type": "person", "updated_at": "2026-06-19 16:48:04"}
{"amount": "", "attrs": {"action": "Lead with private-markets framing, but keep the packet allocator-grade: liquidity terms, drawdown controls, and governance-friendly transparency.", "as_of_date": "2026-06-19", "pattern": "A CIO with private-markets responsibility is a live manager-selection contact, not a passive speaker node.", "sme_verify": "Is the right buyer the CIO, a private-markets team, or a committee layer above her?", "source_path": "sources/raw/milken-global-conference-2025-speakers.txt", "source_type": "local_repo"}, "confidence": 0.9, "created_at": "2026-06-19 16:48:04", "deadline": null, "id": "public-allocator-route-anne-marie-fink-public-pension-private-markets-allocator-outreach-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "public_allocator_route", "status": "active", "strategy": "public pension / private markets allocator outreach", "subject_id": "anne-marie-fink", "subject_name": "Anne-Marie Fink", "subject_type": "person", "updated_at": "2026-06-19 16:48:04"}
{"amount": "", "attrs": {"action": "Use the Victorian Funds Management Corporation seat as a public-allocator entry point and mirror the allocator-safe language used for other pension and sovereign prospects.", "as_of_date": "2026-06-19", "pattern": "International public-allocator CEOs can be useful equivalents when the US allocator set is crowded.", "sme_verify": "Is this a CIO-equivalent seat for manager search, or a more strategic governance role?", "source_path": "sources/raw/milken-global-conference-2025-speakers.txt", "source_type": "local_repo"}, "confidence": 0.84, "created_at": "2026-06-19 16:48:04", "deadline": null, "id": "public-allocator-route-kate-galvin-australian-public-allocator-manager-search-route-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "public_allocator_route", "status": "active", "strategy": "Australian public allocator / manager search route", "subject_id": "kate-galvin", "subject_name": "Kate Galvin", "subject_type": "person", "updated_at": "2026-06-19 16:48:04"}
{"amount": "", "attrs": {"action": "Treat Hostplus as a superannuation allocator route and lead with scale, liquidity, and implementation discipline rather than hedge-fund mystique.", "as_of_date": "2026-06-19", "pattern": "Superannuation allocators often want a plain-language implementation story before they care about strategy branding.", "sme_verify": "Does Hostplus use direct manager outreach, consultant mediation, or both?", "source_path": "sources/raw/milken-global-conference-2025-speakers.txt", "source_type": "local_repo"}, "confidence": 0.84, "created_at": "2026-06-19 16:48:04", "deadline": null, "id": "superannuation-route-david-elia-superannuation-allocator-outreach-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "superannuation_route", "status": "active", "strategy": "superannuation allocator outreach", "subject_id": "david-elia", "subject_name": "David Elia", "subject_type": "person", "updated_at": "2026-06-19 16:48:04"}
{"amount": "", "attrs": {"action": "Use the Singapore office angle as a regional routing clue and ask whether the allocator review is locally sourced or routed through Oslo.", "as_of_date": "2026-06-19", "pattern": "Regional office leaders are often the practical access point for sovereign allocators with global portfolios.", "sme_verify": "Does the Singapore office own relationship intake, or is it only a regional coordination point?", "source_path": "sources/raw/milken-global-conference-2025-speakers.txt", "source_type": "local_repo"}, "confidence": 0.83, "created_at": "2026-06-19 16:48:04", "deadline": null, "id": "sovereign-geo-route-sumer-dewan-sovereign-allocator-singapore-office-route-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "sovereign_geo_route", "status": "active", "strategy": "sovereign allocator / Singapore office route", "subject_id": "sumer-dewan", "subject_name": "Sumer Dewan", "subject_type": "person", "updated_at": "2026-06-19 16:48:04"}
{"amount": "", "attrs": {"action": "Use the Northwestern Mutual CIO seat to pitch risk-managed, liquid, and implementation-light strategies with a clear governance appendix.", "as_of_date": "2026-06-19", "pattern": "Insurance allocators are sensitive to risk framing and operational simplicity, not just return upside.", "sme_verify": "Is the routing direct to CIO review or through a multi-stage manager committee?", "source_path": "sources/raw/milken-global-conference-2025-speakers.txt", "source_type": "local_repo"}, "confidence": 0.84, "created_at": "2026-06-19 16:48:04", "deadline": null, "id": "insurance-allocator-route-jeb-bentley-insurance-allocator-cio-route-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "insurance_allocator_route", "status": "active", "strategy": "insurance allocator / CIO route", "subject_id": "jeb-bentley", "subject_name": "Jeb Bentley", "subject_type": "person", "updated_at": "2026-06-19 16:48:04"}
{"amount": "", "attrs": {"action": "Treat the Lockheed Martin seat as a corporate allocator route and emphasize resilience, risk controls, and implementation fit over style-factor marketing.", "as_of_date": "2026-06-19", "pattern": "Corporate CIOs can be reachable when the packet is framed around treasury discipline and portfolio risk, not just hedge-fund alpha.", "sme_verify": "Does the corporate investment office screen this directly, or through an outsourced consultant?", "source_path": "sources/raw/milken-global-conference-2025-speakers.txt", "source_type": "local_repo"}, "confidence": 0.8, "created_at": "2026-06-19 16:48:04", "deadline": null, "id": "corporate-allocator-route-paul-colonna-corporate-allocator-cio-outreach-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "corporate_allocator_route", "status": "active", "strategy": "corporate allocator / CIO outreach", "subject_id": "paul-colonna", "subject_name": "Paul Colonna", "subject_type": "person", "updated_at": "2026-06-19 16:48:04"}
{"amount": "", "attrs": {"action": "Use the Milken Institute operator layer to understand who controls speaker curation, program access, and side-event adjacency.", "deadline_or_window": "ongoing 2026 operator layer", "pattern": "Event operators determine access even when they are not the end buyer.", "required_packet_delta": "operator_contact, speaker_pitch, side_event_note, program_fit, sponsorship_follow_up", "sme_verify": "Does the operator layer control speaker invites, side meetings, or sponsor adjacency first?", "source_path": "sources/raw/milken-global-conference-2025-speakers.txt; data/recovered_loop_tick65_event_roster_sponsor_depth.json; data/quant_pitch_calendar.json"}, "confidence": 0.82, "created_at": "2026-06-19 16:48:04", "deadline": null, "id": "event-operator-route-richard-ditizio-conference-operator-curator-access-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "event_operator_route", "status": "active", "strategy": "conference operator / curator access", "subject_id": "richard-ditizio", "subject_name": "Richard Ditizio", "subject_type": "person", "updated_at": "2026-06-19 17:37:28"}
{"amount": "", "attrs": {"action": "Use the CAIA layer to reach allocator education, conference visibility, and content-sharing surfaces before going direct to buyers.", "as_of_date": "2026-06-19", "pattern": "Credentialing bodies can function like access multipliers even when they are not allocators themselves.", "sme_verify": "Does CAIA influence event distribution, credentialing, or allocator education most strongly here?", "source_path": "sources/raw/milken-global-conference-2025-speakers.txt", "source_type": "local_repo"}, "confidence": 0.79, "created_at": "2026-06-19 16:48:04", "deadline": null, "id": "event-operator-route-john-l-bowman-credentialing-and-conference-access-route-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "event_operator_route", "status": "active", "strategy": "credentialing and conference-access route", "subject_id": "john-l-bowman", "subject_name": "John L. Bowman", "subject_type": "person", "updated_at": "2026-06-19 16:48:04"}
{"amount": "", "attrs": {"action": "Use board agendas, committee packets, and named CIO seats to route systematic, macro, and risk-mitigating strategies into public plans with visible review windows.", "pattern": "The local corpus has enough named public-plan coverage to treat board-packet workflow as a route set, not a single broad bucket.", "sme_verify": "Does the current route go through the CIO, a committee packet, or a consultant before any manager meeting?", "source_path": "docs/quant-board-packet-extraction-queue.md; docs/quant-pitch-calendar.md; data/recovered_loop_tick39_board_agenda_rfp_signals.json; data/recovered_loop_tick46_official_source_upgrade_signals.json"}, "confidence": 0.95, "created_at": "2026-06-19 16:48:12", "deadline": null, "id": "public-pension-board-packet-route-public-pension-board-packet-route-public-pension-board-and-committee-packet-routing-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "public_pension_board_packet_route", "status": "active", "strategy": "public pension board and committee packet routing", "subject_id": "public-pension-board-packet-route", "subject_name": "public pension board-packet route", "subject_type": "process", "updated_at": "2026-06-19 17:48:17"}
{"amount": "", "attrs": {"action": "Lead with a manager-search memo that makes governance, transparency, and implementation fit obvious for university endowments and institutional trust funds.", "pattern": "Named endowment offices in the recovered batches are more actionable than generic university labels.", "sme_verify": "Is the actual buyer the investment office, the CIO, or a consultant-preloaded review process?", "source_path": "data/recovered_loop_tick34_lp_universe_channels.json; data/recovered_batches/extracted_tick10_lps.json; data/recovered_batches/extracted_tick10_european_allocators.json"}, "confidence": 0.91, "created_at": "2026-06-19 16:48:12", "deadline": null, "id": "endowment-manager-search-route-endowment-manager-search-route-endowment-cio-and-investment-office-outreach-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "endowment_manager_search_route", "status": "active", "strategy": "endowment CIO and investment-office outreach", "subject_id": "endowment-manager-search-route", "subject_name": "endowment manager-search route", "subject_type": "process", "updated_at": "2026-06-19 17:48:17"}
{"amount": "", "attrs": {"action": "Package liquid alternatives as mission-aware portfolio-completion tools and keep the packet concise enough for governance-heavy foundation review.", "as_of_date": "2026-06-19", "pattern": "Foundation CIO seats in the corpus are best reached with a mission-fit story and a clear downside-control frame.", "sme_verify": "Does the foundation take direct CIO pitches or require a committee packet first?", "source_path": "data/recovered_batches/extracted_tick10_european_allocators.json; data/recovered_batches/extracted_tick10_inst_cios_part7.json", "source_type": "local_repo"}, "confidence": 0.88, "created_at": "2026-06-19 16:48:12", "deadline": null, "id": "foundation-cio-route-foundation-cio-route-foundation-manager-selection-outreach-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "foundation_cio_route", "status": "active", "strategy": "foundation manager-selection outreach", "subject_id": "foundation-cio-route", "subject_name": "foundation CIO route", "subject_type": "process", "updated_at": "2026-06-19 16:48:12"}
{"amount": "", "attrs": {"action": "Treat hospital capital as two distinct routes: ALSAC-style mission-aligned alternatives and Mass General Brigham-style review-window allocation pressure.", "as_of_date": "2026-06-19", "pattern": "The corpus distinguishes a hospital-related alternatives allocator from a healthcare-system review window, so the packet should not collapse them into one generic healthcare bucket.", "sme_verify": "Is the current entry point the operating gatekeeper, the CIO, or a finance/review process?", "source_path": "data/recovered_loop_tick31_healthcare_insurance_channels.json; data/recovered_loop_tick31_healthcare_insurance_signals.json; docs/quant-pitch-workflow-packets.md; docs/quant-pitch-calendar.md", "source_type": "local_repo"}, "confidence": 0.86, "created_at": "2026-06-19 16:48:12", "deadline": null, "id": "hospital-investment-office-route-hospital-investment-office-route-hospital-and-healthcare-system-alternatives-outreach-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "hospital_investment_office_route", "status": "active", "strategy": "hospital and healthcare-system alternatives outreach", "subject_id": "hospital-investment-office-route", "subject_name": "hospital investment office route", "subject_type": "process", "updated_at": "2026-06-19 16:48:12"}
{"amount": "", "attrs": {"action": "Use registration, manager-gate, and external-manager program language for sovereign pools rather than board-packet language used for public pensions.", "as_of_date": "2026-06-19", "pattern": "The local corpus separates sovereign registration surfaces from public-pension board and committee workflows.", "sme_verify": "Does the sovereign allocator prefer direct manager registration, an external-manager team, or a formal board approval step?", "source_path": "data/recovered_batches/extracted_tick10_me_apac_allocators.json; data/recovered_batches/extracted_tick10_european_allocators.json; data/recovered_batches/extracted_tick10_lps.json; docs/quant-pitch-calendar.md", "source_type": "local_repo"}, "confidence": 0.91, "created_at": "2026-06-19 16:48:12", "deadline": null, "id": "sovereign-external-manager-route-sovereign-external-manager-route-sovereign-allocator-registration-and-external-manager-routing-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "sovereign_external_manager_route", "status": "active", "strategy": "sovereign allocator registration and external-manager routing", "subject_id": "sovereign-external-manager-route", "subject_name": "sovereign external-manager route", "subject_type": "process", "updated_at": "2026-06-19 16:48:12"}
{"amount": "", "attrs": {"action": "Lead with capital efficiency, liquidity, and easy-to-diligence implementation so the strategy fits insurance general-account or life/pension review mechanics.", "as_of_date": "2026-06-19", "pattern": "The local corpus shows both direct insurance portfolios and OCIO-adjacent insurance review surfaces.", "sme_verify": "Is the actual buyer the insurer's internal team or an OCIO/consultant wrapper?", "source_path": "data/recovered_batches/extracted_tick10_alts_allocators.json; data/recovered_batches/extracted_tick10_european_allocators.json; data/recovered_loop_tick31_healthcare_insurance_signals.json", "source_type": "local_repo"}, "confidence": 0.87, "created_at": "2026-06-19 16:48:12", "deadline": null, "id": "insurer-ocio-route-insurer-ocio-route-insurance-general-account-and-life-pension-outreach-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "insurer_ocio_route", "status": "active", "strategy": "insurance general-account and life/pension outreach", "subject_id": "insurer-ocio-route", "subject_name": "insurer OCIO route", "subject_type": "process", "updated_at": "2026-06-19 16:48:12"}
{"amount": "", "attrs": {"action": "Use founder- or CIO-led family-office routes for direct, concise packets that emphasize transparency, capacity, and implementation fit.", "as_of_date": "2026-06-19", "pattern": "The recovered APAC and MENA batches give several named family-office seats that are better than a generic family-office bucket.", "sme_verify": "Is the route founder-led, CIO-led, or mediated by a family-office platform or network?", "source_path": "data/recovered_batches/extracted_tick10_me_apac_allocators.json; data/recovered_batches/extracted_tick9_family_offices.json; data/recovered_loop_tick66_lp_family_office_routes.json", "source_type": "local_repo"}, "confidence": 0.9, "created_at": "2026-06-19 16:48:12", "deadline": null, "id": "family-office-route-family-office-route-single-family-and-private-office-outreach-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "family_office_route", "status": "active", "strategy": "single-family and private-office outreach", "subject_id": "family-office-route", "subject_name": "family-office route", "subject_type": "process", "updated_at": "2026-06-19 16:48:12"}
{"amount": "", "attrs": {"action": "Submit through the secure CalPERS proposal portal and keep the diligence follow-up packet ready: track record, implementation fit, fees, liquidity, risk controls, and references.", "pattern": "The portal is a live near-term intake route rather than a generic marketing page.", "sme_verify": "Does CalPERS triage unsolicited proposals centrally, through asset-class teams, or through a sponsor contact?", "source_path": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/investment-proposal-submission; docs/quant-30-day-outreach-queue.md"}, "confidence": 0.98, "created_at": "2026-06-19 16:49:45", "deadline": null, "id": "proposal-portal-open-calpers-investment-proposal-submission-direct-proposal-intake-systematic-public-strategy-submission-2026-06-19-open", "next_review": null, "signal_date": "2026-06-19", "signal_type": "proposal_portal_open", "status": "open", "strategy": "direct proposal intake / systematic public strategy submission", "subject_id": "calpers-investment-proposal-submission", "subject_name": "CalPERS Investment Proposal Submission", "subject_type": "public_pension", "updated_at": "2026-06-19 16:49:45"}
{"amount": "", "attrs": {"action": "Refresh the Nasdaq eVestment profile and keep a direct-contact fallback ready if size thresholds or qualification filters exclude the strategy.", "pattern": "The manager-opportunities page supports standing intake and a contract-rollover watch for public-market managers.", "sme_verify": "Is eVestment completeness the first screen, or is direct staff contact the stronger route?", "source_path": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/public-investment-manager-opportunities; docs/quant-30-day-outreach-queue.md"}, "confidence": 0.97, "created_at": "2026-06-19 16:49:45", "deadline": null, "id": "manager-intake-open-calpers-public-investment-manager-opportunities-public-manager-registration-roster-watch-2026-06-19-open", "next_review": null, "signal_date": "2026-06-19", "signal_type": "manager_intake_open", "status": "open", "strategy": "public manager-registration / roster watch", "subject_id": "calpers-public-investment-manager-opportunities", "subject_name": "CalPERS Public Investment Manager Opportunities", "subject_type": "public_pension", "updated_at": "2026-06-19 16:49:45"}
{"amount": "", "attrs": {"action": "Prepare the submission packet and procurement checklist before the July 15 close, and retain the 2017-to-2026 replacement-cycle evidence in the packet.", "pattern": "A live search with an explicit deadline is a real pitch window only if the manager-search packet includes attachments and award-path detail.", "sme_verify": "Does the search packet expose the actual award path and addenda, or only a notice that a search exists?", "source_path": "https://comptroller.nyc.gov/newsroom/nyc-comptroller-levine-and-pension-boards-announce-search-for-asset-managers-to-provide-passive-indexing-investment-services/; https://comptroller.nyc.gov/services/for-businesses/doing-business-with-the-comptroller/rfps-solicitations/; docs/quant-pitch-calendar.md"}, "confidence": 0.99, "created_at": "2026-06-19 16:49:45", "deadline": "2026-07-15", "id": "search-deadline-window-nyc-bureau-of-asset-management-passive-indexing-manager-search-replacement-cycle-search-passive-indexing-mandate-refresh-2026-06-19-open", "next_review": null, "signal_date": "2026-06-19", "signal_type": "search_deadline_window", "status": "open", "strategy": "replacement-cycle search / passive-indexing mandate refresh", "subject_id": "nyc-bureau-of-asset-management-passive-indexing-manager-search", "subject_name": "NYC Bureau of Asset Management passive indexing manager search", "subject_type": "public_pension", "updated_at": "2026-06-19 16:49:45"}
{"amount": "", "attrs": {"action": "Watch the RFP board and bureau tabs for new investment-related procurement notices and mirror all asset-management announcements into the pitch tracker.", "pattern": "The solicitation board is the official live intake monitor for the NYC asset-management search environment.", "sme_verify": "Is this page only a notice board, or does it route active procurement submissions?", "source_path": "https://comptroller.nyc.gov/services/for-businesses/doing-business-with-the-comptroller/rfps-solicitations/; docs/quant-board-packet-extraction-queue.md"}, "confidence": 0.96, "created_at": "2026-06-19 16:49:45", "deadline": "2026-07-15", "id": "solicitation-board-monitor-nyc-comptroller-rfps-and-solicitations-investment-related-procurement-notice-watch-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "solicitation_board_monitor", "status": "active", "strategy": "investment-related procurement notice watch", "subject_id": "nyc-comptroller-rfps-and-solicitations", "subject_name": "NYC Comptroller RFPs and Solicitations", "subject_type": "public_pension", "updated_at": "2026-06-19 16:49:45"}
{"amount": "", "attrs": {"action": "Mine the monthly disclosure cadence for hires, terminations, transactions, and placement-agent involvement.", "pattern": "Monthly reporting exposes the capital-deployment trail, not just the current holdings snapshot.", "sme_verify": "Does the disclosure page reliably surface manager hires and terminations quickly enough to act on them?", "source_path": "https://www.osc.ny.gov/common-retirement-fund/resources/financial-reporting-and-asset-allocation; docs/quant-board-packet-extraction-queue.md"}, "confidence": 0.98, "created_at": "2026-06-19 16:49:45", "deadline": null, "id": "disclosure-cadence-monitor-nyscrf-monthly-disclosure-of-investments-and-transactions-manager-hires-transactions-placement-agent-activity-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "disclosure_cadence_monitor", "status": "active", "strategy": "manager hires / transactions / placement-agent activity", "subject_id": "nyscrf-monthly-disclosure-of-investments-and-transactions", "subject_name": "NYSCRF Monthly Disclosure of Investments and Transactions", "subject_type": "public_pension", "updated_at": "2026-06-19 16:49:45"}
{"amount": "", "attrs": {"evidence_paths": ["data/intel.db", "data/recovered_loop_tick91_public_pension_seed_run_rows.json", "data/recovered_loop_tick84_account_priority_rescore.json"]}, "confidence": 0.96, "created_at": "2026-06-19 16:49:45", "deadline": null, "id": "emerging-manager-window-nyscrf-emerging-manager-program-emerging-manager-graduation-direct-allocation-window-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "emerging_manager_window", "status": "active", "strategy": "emerging-manager graduation / direct-allocation window", "subject_id": "nyscrf-emerging-manager-program", "subject_name": "NYSCRF Emerging Manager Program", "subject_type": "public_pension", "updated_at": "2026-06-20 19:21:16"}
{"amount": "", "attrs": {"action": "Use the board book, summary, and recordings to extract approvals, commitments, and manager-change references tied to the July 2026 cycle.", "pattern": "Board materials are the strongest local proxy for real motion in the TRS allocation cycle.", "sme_verify": "Do the July materials include actionable approval or commitment items, or only informational updates?", "source_path": "https://trs.texas.gov/about/trustees/board-meeting-materials; docs/quant-board-packet-extraction-queue.md"}, "confidence": 0.95, "created_at": "2026-06-19 16:49:45", "deadline": "2026-07-16", "id": "board-cycle-window-trs-texas-board-meeting-materials-board-approvals-commitments-manager-changes-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "board_cycle_window", "status": "active", "strategy": "board approvals / commitments / manager changes", "subject_id": "trs-texas-board-meeting-materials", "subject_name": "TRS Texas Board Meeting Materials", "subject_type": "public_pension", "updated_at": "2026-06-19 16:49:45"}
{"amount": "", "attrs": {"action": "Keep the RFP page in the weekly monitor loop and look for any change from the current no-open-RFP status.", "pattern": "A negative RFP page is still actionable because it confirms the absence of an open procurement cycle at capture time.", "sme_verify": "Does the board/committee cadence imply a near-term search even though the RFP page is closed?", "source_path": "https://www.kcera.org/request-for-proposals-rfp; docs/quant-board-packet-extraction-queue.md"}, "confidence": 0.99, "created_at": "2026-06-19 16:49:45", "deadline": null, "id": "rfp-negative-monitor-kcera-rfp-page-negative-open-cycle-monitor-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "rfp_negative_monitor", "status": "monitor", "strategy": "negative open-cycle monitor", "subject_id": "kcera-rfp-page", "subject_name": "KCERA RFP Page", "subject_type": "public_pension", "updated_at": "2026-06-19 16:49:45"}
{"amount": "", "attrs": {"action": "Submit or monitor the vendor-interest form so the strategy is on the notification list when matching solicitations appear.", "pattern": "The intake form is a pre-RFP alert path, not just an archive page.", "sme_verify": "Is the form used for investment-manager opportunities, or only for general vendor outreach?", "source_path": "https://www.sbafla.com/partners/future-solicitations-request/; docs/quant-board-packet-extraction-queue.md"}, "confidence": 0.93, "created_at": "2026-06-19 16:49:45", "deadline": null, "id": "future-solicitation-intake-florida-sba-future-solicitations-request-future-procurement-notification-vendor-interest-intake-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "future_solicitation_intake", "status": "active", "strategy": "future procurement notification / vendor-interest intake", "subject_id": "florida-sba-future-solicitations-request", "subject_name": "Florida SBA Future Solicitations Request", "subject_type": "public_pension", "updated_at": "2026-06-19 16:49:45"}
{"amount": "", "attrs": {"action": "Watch each quarterly report for new manager names, mandates, consultants, and selection dates that indicate fresh capital deployment.", "pattern": "A quarterly onboarding tape can surface replacement or expansion activity before the next formal solicitation opens.", "sme_verify": "Do the reports show actual new allocations, or only reporting formalities?", "source_path": "https://www.sbafla.com/reporting/new-manager-reports/; docs/quant-board-packet-extraction-queue.md"}, "confidence": 0.97, "created_at": "2026-06-19 16:49:45", "deadline": null, "id": "new-manager-onboarding-florida-sba-new-manager-reports-fresh-allocations-manager-onboarding-tape-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "new_manager_onboarding", "status": "active", "strategy": "fresh allocations / manager onboarding tape", "subject_id": "florida-sba-new-manager-reports", "subject_name": "Florida SBA New Manager Reports", "subject_type": "public_pension", "updated_at": "2026-06-19 16:49:45"}
{"amount": "", "attrs": {"action": "Prepare registration-ready manager materials with track record, quantitative data, liquidity terms, and operational controls.", "pattern": "The registration system is a live pre-RFP gate for new strategies.", "sme_verify": "Are the registration fields hard filters, or only a soft intake screen?", "source_path": "https://www.gpif.go.jp/en/investment/manager-registration-alternative-assets/; docs/quant-pitch-calendar.md"}, "confidence": 0.97, "created_at": "2026-06-19 16:49:45", "deadline": null, "id": "manager-registration-open-gpif-manager-registration-systems-equities-bonds-and-alternative-assets-manager-registration-2026-06-19-open", "next_review": null, "signal_date": "2026-06-19", "signal_type": "manager_registration_open", "status": "open", "strategy": "equities, bonds, and alternative-assets manager-registration", "subject_id": "gpif-manager-registration-systems", "subject_name": "GPIF manager registration systems", "subject_type": "sovereign_wealth_fund", "updated_at": "2026-06-19 16:49:45"}
{"amount": "", "attrs": {"evidence_paths": ["data/intel.db", "data/recovered_loop_tick84_account_priority_rescore.json"]}, "confidence": 0.98, "created_at": "2026-06-19 16:49:45", "deadline": null, "id": "external-manager-gate-open-pif-managers-gate-mena-external-manager-registration-standing-intake-2026-06-19-open", "next_review": null, "signal_date": "2026-06-19", "signal_type": "external_manager_gate_open", "status": "open", "strategy": "MENA external-manager registration / standing intake", "subject_id": "pif-managers-gate", "subject_name": "PIF Managers Gate", "subject_type": "sovereign_wealth_fund", "updated_at": "2026-06-20 19:21:16"}
{"amount": "", "attrs": {"action": "Keep Mercer current with exact strategy taxonomy, returns, AUM, liquidity, contacts, and manager-research fields, then route the packet through consultant-screening language.", "pattern": "Consultant search mechanics decide whether a manager is discoverable by capacity, fees, liquidity, and strategy taxonomy.", "sme_verify": "Does Mercer route this strategy through consultant search, an OCIO workflow, or only named-contact follow-up?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md"}, "confidence": 0.8, "created_at": "2026-06-19 16:50:24", "deadline": null, "id": "consultant-search-surface-mercer-alternatives-and-ocio-search-surface-consultant-screening-and-manager-discovery-routing-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "consultant_search_surface", "status": "active", "strategy": "consultant screening and manager-discovery routing", "subject_id": "mercer-alternatives-and-ocio-search-surface", "subject_name": "Mercer alternatives and OCIO search surface", "subject_type": "consultant", "updated_at": "2026-06-19 16:50:24"}
{"amount": "", "attrs": {"action": "Prepare a Callan-facing packet that can route through the RFP watchlist with deadlines, board packet language, and consultant-ready manager-database fields.", "pattern": "RFP network routing is a hidden influencer because a valid search must clear the consultant path before it reaches allocators.", "sme_verify": "Which Callan search fields control whether a manager is forwarded, deferred, or archived?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md"}, "confidence": 0.77, "created_at": "2026-06-19 16:50:24", "deadline": null, "id": "consultant-rfp-network-callan-rfp-networks-rfp-routing-and-institutional-search-mechanics-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "consultant_rfp_network", "status": "active", "strategy": "RFP routing and institutional search mechanics", "subject_id": "callan-rfp-networks", "subject_name": "Callan / RFP networks", "subject_type": "consultant_network", "updated_at": "2026-06-19 16:50:24"}
{"amount": "", "attrs": {"action": "Package a consultant-ready manager brief that maps directly to NEPC alternatives, manager-research, and OCIO workflows.", "pattern": "NEPC becomes a hidden gatekeeper when manager research, OCIO committee work, and search mechanics are separated cleanly.", "sme_verify": "Does NEPC need a dedicated manager-research contact or just a general consultant submission packet?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md"}, "confidence": 0.79, "created_at": "2026-06-19 16:50:24", "deadline": null, "id": "ocio-channel-nepc-consultant-gatekeeper-surface-alternatives-consulting-ocio-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "ocio_channel", "status": "active", "strategy": "alternatives consulting / OCIO", "subject_id": "nepc-consultant-gatekeeper-surface", "subject_name": "NEPC consultant gatekeeper surface", "subject_type": "ocio", "updated_at": "2026-06-19 16:50:24"}
{"amount": "", "attrs": {"action": "Prepare DDQ, ODD, data-room index, risk reporting, transparency evidence, and named research people for the Aksia workflow rather than a generic consultant intro.", "pattern": "Aksia should surface as hedge-fund screening plus ODD, not generic institutional consulting.", "sme_verify": "Which Aksia packet fields move a manager from portal visibility to a live research conversation?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md"}, "confidence": 0.85, "created_at": "2026-06-19 16:50:24", "deadline": null, "id": "consultant-platform-split-aksia-max-manager-portal-hedge-fund-screening-and-odd-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "consultant_platform_split", "status": "active", "strategy": "hedge-fund screening and ODD", "subject_id": "aksia-max-manager-portal", "subject_name": "Aksia MAX / Manager Portal", "subject_type": "consultant_platform", "updated_at": "2026-06-19 16:50:24"}
{"amount": "", "attrs": {"action": "Separate alternatives managed accounts from governance and risk oversight, then package the packet for Wilshire's routing language.", "pattern": "Wilshire is a hidden route because the alternatives platform and the OCIO workflow are not the same buyer.", "sme_verify": "Does Wilshire's workflow require a platform-specific pitch or only an OCIO routing note?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md"}, "confidence": 0.8, "created_at": "2026-06-19 16:50:24", "deadline": null, "id": "consultant-channel-wilshire-alternatives-and-ocio-platform-investment-consulting-ocio-alternative-assets-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "consultant_channel", "status": "active", "strategy": "investment consulting / OCIO / alternative assets", "subject_id": "wilshire-alternatives-and-ocio-platform", "subject_name": "Wilshire alternatives and OCIO platform", "subject_type": "consultant_channel", "updated_at": "2026-06-19 16:50:24"}
{"amount": "", "attrs": {"action": "Lead with ownership clarity and route to an institutional-consulting packet that separates advisory economics from product economics.", "pattern": "OCIO consolidation moves the decision into a delegated platform where the research team is the real buyer.", "sme_verify": "After the Cerity/Verus transition, who actually screens new managers and how is the route documented?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md"}, "confidence": 0.76, "created_at": "2026-06-19 16:50:24", "deadline": null, "id": "consultant-channel-verus-cerity-partners-institutional-consulting-institutional-consulting-ocio-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "consultant_channel", "status": "active", "strategy": "institutional consulting / OCIO", "subject_id": "verus-cerity-partners-institutional-consulting", "subject_name": "Verus / Cerity Partners institutional consulting", "subject_type": "consultant_channel", "updated_at": "2026-06-19 16:50:24"}
{"amount": "", "attrs": {"action": "Publish advisor-ready one-pagers, model-portfolio fit notes, liquidity and fee explainers, and platform-compatible diligence metadata.", "pattern": "Advisor platforms determine whether a strategy appears as shelf-fit, a diligence item, or a missed distribution opportunity.", "sme_verify": "Which CAIS or iCapital fields are required before an advisor can meaningfully compare the strategy?", "source_path": "docs/quant-aeo-geo-content-backlog.md"}, "confidence": 0.87, "created_at": "2026-06-19 16:50:24", "deadline": null, "id": "platform-router-cais-x-claude-and-icapital-platform-routes-advisor-alternatives-discovery-and-due-diligence-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "platform_router", "status": "active", "strategy": "advisor alternatives discovery and due diligence", "subject_id": "cais-x-claude-and-icapital-platform-routes", "subject_name": "CAIS x Claude and iCapital platform routes", "subject_type": "advisor_platform", "updated_at": "2026-06-19 16:50:24"}
{"amount": "", "attrs": {"action": "Keep this as a monitor-only private-bank route until a public research page, report page, or event page is surfaced in the corpus.", "pattern": "Private-bank research heads influence allocation even when the public surface is still thin or monitor-only.", "sme_verify": "Which J.P. Morgan-owned surface actually drives family-office education: research, report, or event content?", "source_path": "docs/quant-pitch-calendar.md"}, "confidence": 0.68, "created_at": "2026-06-19 16:50:24", "deadline": null, "id": "private-bank-research-route-j-p-morgan-private-bank-research-family-office-hedge-funds-alternatives-research-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "private_bank_research_route", "status": "monitor", "strategy": "family-office hedge funds / alternatives research", "subject_id": "j-p-morgan-private-bank-research", "subject_name": "J.P. Morgan Private Bank research", "subject_type": "private_bank_route", "updated_at": "2026-06-19 16:50:24"}
{"amount": "", "attrs": {"action": "Extract report cadence, allocator language, and segment routing so the packet is usable for UHNW and family-office outreach.", "pattern": "UBS matters when its family-office pages expose report timing and allocation language that a decision maker can use.", "sme_verify": "Which UBS surface is the real route: report, adviser page, or UHNW landing page?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md"}, "confidence": 0.79, "created_at": "2026-06-19 16:50:24", "deadline": null, "id": "private-bank-allocator-education-ubs-global-wealth-management-family-office-and-uhnw-family-office-allocator-education-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "private_bank_allocator_education", "status": "active", "strategy": "family-office allocator education", "subject_id": "ubs-global-wealth-management-family-office-and-uhnw", "subject_name": "UBS Global Wealth Management / Family Office and UHNW", "subject_type": "private_bank_surface", "updated_at": "2026-06-19 16:50:24"}
{"amount": "", "attrs": {"action": "Normalize member firms, sponsors, speakers, dates, and audience types into a conference-routing packet instead of treating the event brands as generic marketing surfaces.", "pattern": "Conference and program owners control who sees the strategy before a direct allocator meeting ever happens.", "sme_verify": "Which owner-specific fields determine whether this becomes a speaker, sponsor, or delegate route?", "source_path": "docs/quant-pitch-calendar.md"}, "confidence": 0.74, "created_at": "2026-06-19 16:50:24", "deadline": null, "id": "family-office-program-route-family-wealth-alliance-campden-wealth-asian-private-banker-hubbis-family-office-and-private-bank-event-routing-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "family_office_program_route", "status": "active", "strategy": "family-office and private-bank event routing", "subject_id": "family-wealth-alliance-campden-wealth-asian-private-banker-hubbis", "subject_name": "Family Wealth Alliance / Campden Wealth / Asian Private Banker / Hubbis", "subject_type": "conference_program_owner", "updated_at": "2026-06-19 16:50:24"}
{"amount": "", "attrs": {"action": "Build source-linked comparison tables, claim-vs-evidence tables, bear-case memos, transcript and filing references, and clean entity naming for answer-engine retrieval.", "pattern": "Decision makers start with answer engines, so these surfaces can steer the short list before a human ever opens the DDQ.", "sme_verify": "Which answer engine does the target team trust most for allocator research, and what source ratio do they expect?", "source_path": "docs/quant-aeo-geo-monitoring-matrix.md"}, "confidence": 0.88, "created_at": "2026-06-19 16:50:24", "deadline": null, "id": "aeo-geo-monitor-chatgpt-search-google-ai-overviews-perplexity-claude-web-search-public-answer-engine-discovery-for-allocator-intent-queries-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "aeo_geo_monitor", "status": "active", "strategy": "public answer-engine discovery for allocator-intent queries", "subject_id": "chatgpt-search-google-ai-overviews-perplexity-claude-web-search", "subject_name": "ChatGPT Search / Google AI Overviews / Perplexity / Claude web search", "subject_type": "answer_engine", "updated_at": "2026-06-19 16:50:24"}
{"amount": "", "attrs": {"action": "Create a Copilot-visible workstream pack with a current memo, committee summary, meeting notes, spreadsheet tables, decision log, DDQ index, and dated source appendix.", "pattern": "If the allocator keeps diligence inside Microsoft 365, permissions and document structure can matter more than public SEO.", "sme_verify": "Does the investment team store diligence in SharePoint or Teams, and what metadata controls retrieval?", "source_path": "docs/quant-aeo-geo-content-backlog.md"}, "confidence": 0.82, "created_at": "2026-06-19 16:50:24", "deadline": null, "id": "enterprise-retrieval-surface-microsoft-365-copilot-sharepoint-teams-permissioned-internal-memo-and-spreadsheet-retrieval-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "enterprise_retrieval_surface", "status": "active", "strategy": "permissioned internal memo and spreadsheet retrieval", "subject_id": "microsoft-365-copilot-sharepoint-teams", "subject_name": "Microsoft 365 Copilot / SharePoint / Teams", "subject_type": "enterprise_copilot", "updated_at": "2026-06-19 16:50:24"}
{"amount": "", "attrs": {"action": "Publish artifacts with canonical titles, tags, DDQ history, ODD notes, committee decisions, epics, and roadmap updates so enterprise search can resolve the manager correctly.", "pattern": "Enterprise search assistants become hidden memory layers for prior diligence, objections, and implementation decisions.", "sme_verify": "Which canonical title and alias set makes the strategy retrievable inside Glean or Rovo?", "source_path": "docs/quant-aeo-geo-content-backlog.md"}, "confidence": 0.81, "created_at": "2026-06-19 16:50:24", "deadline": null, "id": "enterprise-retrieval-surface-glean-atlassian-rovo-enterprise-knowledge-base-and-implementation-retrieval-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "enterprise_retrieval_surface", "status": "active", "strategy": "enterprise knowledge-base and implementation retrieval", "subject_id": "glean-atlassian-rovo", "subject_name": "Glean / Atlassian Rovo", "subject_type": "enterprise_ai_connector", "updated_at": "2026-06-19 16:50:24"}
{"amount": "", "attrs": {"action": "Create a cited research pack with clean tables, transcript and filing references, factor tables, attribution workbook, methodology page, and slide-ready evidence blocks.", "pattern": "Research workflows shape allocator judgment when provenance, timestamps, and entity resolution are visible in the packet.", "sme_verify": "Which of these workflows is the first stop for the target decision maker when comparing managers?", "source_path": "docs/quant-aeo-geo-monitoring-matrix.md"}, "confidence": 0.84, "created_at": "2026-06-19 16:50:24", "deadline": null, "id": "research-workflow-surface-alphasense-bloomberg-askb-factset-ai-cited-research-transcript-filing-and-attribution-workflow-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "research_workflow_surface", "status": "active", "strategy": "cited research, transcript, filing, and attribution workflow", "subject_id": "alphasense-bloomberg-askb-factset-ai", "subject_name": "AlphaSense / Bloomberg ASKB / FactSet AI", "subject_type": "research_workflow", "updated_at": "2026-06-19 16:50:24"}
{"amount": "", "attrs": {"action": "Download the notice PDF, capture any addenda URLs, and record the consultant-database names and submission fields required by the page.", "fields_to_extract": ["notice_pdf_url", "addenda_urls", "consultant_database_names", "submission_deadline", "contact_email", "pin", "bureau", "download_form_fields"], "pattern": "A notice page becomes pitchable only when the PDF, addenda, and consultant-database requirements are pinned together.", "required_packet_delta": "Notice PDF URL, addenda URLs, consultant-database names, submission deadline, contact email, PIN, bureau, and download-form fields.", "sme_verify": "Which consultant databases count for the July 15 submission requirement, and are the addenda public or gated?", "source_path": "https://comptroller.nyc.gov/rfp/notice-of-search-for-equity-index-investment-management-products-and-services/; data/recovered_loop_tick70_parent_live_verified_official_sources.json; docs/quant-pitch-calendar.md"}, "confidence": 0.99, "created_at": "2026-06-19 16:51:31", "deadline": null, "id": "official-packet-download-queue-nyc-comptroller-equity-index-notice-of-search-passive-indexing-search-notice-download-consultant-database-submission-2026-06-19-open", "next_review": null, "signal_date": "2026-06-19", "signal_type": "official_packet_download_queue", "status": "open", "strategy": "passive-indexing search notice download / consultant-database submission", "subject_id": "nyc-comptroller-equity-index-notice-of-search", "subject_name": "NYC Comptroller Equity Index Notice of Search", "subject_type": "public_pension_surface", "updated_at": "2026-06-19 16:51:31"}
{"amount": "", "attrs": {"action": "Fetch the secure proposal portal and any upload or instruction page, then normalize the live submission fields into a manager-ready packet.", "pattern": "A standing portal creates a live intake route even when no formal RFP is open.", "sme_verify": "Does the secure portal route directly to the Investment Office, a triage queue, or an emerging-manager referral first?", "source_path": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/investment-proposal-submission; docs/quant-board-packet-extraction-queue.md"}, "confidence": 0.98, "created_at": "2026-06-19 16:51:31", "deadline": null, "id": "official-packet-download-queue-calpers-investment-proposal-submission-direct-investment-proposal-intake-2026-06-19-open", "next_review": null, "signal_date": "2026-06-19", "signal_type": "official_packet_download_queue", "status": "open", "strategy": "direct investment proposal intake", "subject_id": "calpers-investment-proposal-submission", "subject_name": "CalPERS Investment Proposal Submission", "subject_type": "public_pension_surface", "updated_at": "2026-06-19 17:55:01"}
{"amount": "", "attrs": {"action": "Fetch the qualification criteria and any eVestment references, then normalize the discovery requirements and direct-contact fallback.", "pattern": "Manager-intake pages matter when the screen criteria and contact method are explicit.", "sme_verify": "For a systematic public strategy, is eVestment completeness enough on its own, or does CalPERS still want a direct staff introduction?", "source_path": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/public-investment-manager-opportunities; docs/quant-board-packet-extraction-queue.md"}, "confidence": 0.99, "created_at": "2026-06-19 16:51:31", "deadline": null, "id": "official-packet-download-queue-calpers-public-investment-manager-opportunities-public-manager-qualification-and-evestment-discovery-2026-06-19-open", "next_review": null, "signal_date": "2026-06-19", "signal_type": "official_packet_download_queue", "status": "open", "strategy": "public manager qualification and eVestment discovery", "subject_id": "calpers-public-investment-manager-opportunities", "subject_name": "CalPERS Public Investment Manager Opportunities", "subject_type": "public_pension_surface", "updated_at": "2026-06-19 17:55:01"}
{"amount": "", "attrs": {"action": "Open the archive and capture the July 16-17 agenda, board book, summary, and recording URLs.", "fields_to_extract": ["meeting_date", "agenda_url", "board_book_url", "summary_url", "recording_url", "approval", "commitment", "manager_change"], "pattern": "Board materials are the best local proxy for commitments, approvals, and manager changes in the TRS cycle.", "required_packet_delta": "Meeting date, agenda URL, board book URL, summary URL, recording URL, approvals, commitments, and manager-change references.", "sme_verify": "Do the materials include an approval or manager change, or only a presentation deck?", "source_path": "https://trs.texas.gov/about/trustees/board-meeting-materials; docs/quant-board-packet-extraction-queue.md; data/recovered_loop_tick70_official_url_resolution_targets.json"}, "confidence": 0.95, "created_at": "2026-06-19 16:51:31", "deadline": "2026-07-17", "id": "official-packet-download-queue-trs-texas-board-meeting-materials-board-book-and-manager-change-extraction-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "official_packet_download_queue", "status": "active", "strategy": "board book and manager-change extraction", "subject_id": "trs-texas-board-meeting-materials", "subject_name": "TRS Texas Board Meeting Materials", "subject_type": "public_pension_surface", "updated_at": "2026-06-19 16:51:31"}
{"amount": "", "attrs": {"action": "Normalize the March 2026 PDF into a transaction tape with row-level manager, amount, and placement-agent fields.", "fields_to_extract": ["month", "manager_name", "asset_class", "transaction_type", "hire_or_termination", "placement_agent", "amount", "close_date", "document_url"], "pattern": "Monthly disclosure pages matter when they reveal manager moves before summary commentary does.", "required_packet_delta": "Month, manager name, asset class, transaction type, hire or termination marker, placement-agent field, amount, close date, and document URL.", "sme_verify": "Which rows are true hires or terminations versus routine position changes or commitments?", "source_path": "https://www.osc.ny.gov/files/common-retirement-fund/pdf/march-2026.pdf; docs/quant-board-packet-extraction-queue.md"}, "confidence": 0.98, "created_at": "2026-06-19 16:51:31", "deadline": null, "id": "official-packet-download-queue-nyscrf-monthly-disclosure-of-investments-and-transactions-manager-hire-termination-tape-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "official_packet_download_queue", "status": "active", "strategy": "manager hire / termination tape", "subject_id": "nyscrf-monthly-disclosure-of-investments-and-transactions", "subject_name": "NYSCRF Monthly Disclosure of Investments and Transactions", "subject_type": "public_pension_surface", "updated_at": "2026-06-19 16:51:31"}
{"amount": "", "attrs": {"action": "Download the quarterly report and extract manager, mandate, asset class, selection date, allocation, consultant, and report URL rows.", "fields_to_extract": ["quarter", "manager", "asset_class", "mandate", "commitment_or_allocation", "consultant", "selection_date", "document_url"], "pattern": "Quarterly new-manager reports can reveal fresh allocations and manager onboarding activity before the next solicitation opens.", "required_packet_delta": "Quarter, manager, asset class, mandate, commitment or allocation, consultant, selection date, and document URL.", "sme_verify": "Do Florida SBA new-manager reports reflect fresh allocations, manager replacements, or only reporting formalities?", "source_path": "https://www.sbafla.com/reporting/new-manager-reports/; docs/quant-board-packet-extraction-queue.md"}, "confidence": 0.97, "created_at": "2026-06-19 16:51:31", "deadline": null, "id": "official-packet-download-queue-florida-sba-new-manager-reports-new-manager-onboarding-tape-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "official_packet_download_queue", "status": "active", "strategy": "new-manager onboarding tape", "subject_id": "florida-sba-new-manager-reports", "subject_name": "Florida SBA New Manager Reports", "subject_type": "public_pension_surface", "updated_at": "2026-06-19 16:51:31"}
{"amount": "", "attrs": {"action": "Submit vendor-interest information and keep the notification fields aligned to investment-management relevance.", "fields_to_extract": ["category", "vendor_type", "submission_method", "notification_rule", "contact", "date_observed", "comments", "specific_service_interests"], "pattern": "The form is a pre-RFP alert route, not just an archive page.", "required_packet_delta": "Category, vendor type, submission method, notification rule, contact, date observed, and comments or service-interest language.", "sme_verify": "Is the form used for investment-management opportunities, or mostly for general vendor outreach?", "source_path": "https://www.sbafla.com/partners/future-solicitations-request/; docs/quant-board-packet-extraction-queue.md"}, "confidence": 0.93, "created_at": "2026-06-19 16:51:31", "deadline": null, "id": "official-packet-download-queue-florida-sba-future-solicitations-request-future-procurement-notification-intake-2026-06-19-open", "next_review": null, "signal_date": "2026-06-19", "signal_type": "official_packet_download_queue", "status": "open", "strategy": "future procurement notification intake", "subject_id": "florida-sba-future-solicitations-request", "subject_name": "Florida SBA Future Solicitations Request", "subject_type": "public_pension_surface", "updated_at": "2026-06-19 16:51:31"}
{"amount": "", "attrs": {"action": "Use the meeting archive to extract agenda, minutes, book, and audio rows for the June 18 meeting.", "fields_to_extract": ["meeting_date", "agenda_url", "book_url", "audio_url", "book_section", "agenda_item", "allocation_item", "manager_item", "approval", "person_or_board_member"], "pattern": "The archive becomes pitchable when agenda/book/audio rows reveal allocation motion.", "required_packet_delta": "Meeting date, agenda URL, book URL, audio URL, book section, agenda item, allocation item, manager item, approval, and board member mention.", "sme_verify": "Which UTIMCO archive fields are actually posted for June 18, 2026?", "source_path": "https://www.utimco.org/meeting-resources/; docs/quant-board-packet-extraction-queue.md"}, "confidence": 0.94, "created_at": "2026-06-19 16:51:31", "deadline": null, "id": "official-packet-download-queue-utimco-meeting-resources-board-archive-allocation-and-manager-change-detector-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "official_packet_download_queue", "status": "active", "strategy": "board archive / allocation and manager-change detector", "subject_id": "utimco-meeting-resources", "subject_name": "UTIMCO Meeting Resources", "subject_type": "public_pension_surface", "updated_at": "2026-06-19 16:51:31"}
{"amount": "", "attrs": {"action": "Keep the page in the weekly monitor loop and recheck for any change from the current no-open-RFP status.", "fields_to_extract": ["date_observed", "open_rfp_status", "rfp_title", "deadline", "contact", "board_agenda_cross_reference"], "pattern": "A negative RFP page is still useful because it confirms the absence of an open procurement cycle at capture time.", "required_packet_delta": "Page text, observation date, open-RFP status, RFP title, deadline, contact, and board-agenda cross-reference.", "sme_verify": "Does KCERA announce investment-manager searches on the RFP page first, or through board packets?", "source_path": "https://www.kcera.org/request-for-proposals-rfp; docs/quant-board-packet-extraction-queue.md"}, "confidence": 0.99, "created_at": "2026-06-19 16:51:31", "deadline": null, "id": "official-packet-download-queue-kcera-request-for-proposals-open-rfp-cycle-watch-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "official_packet_download_queue", "status": "monitor", "strategy": "open RFP cycle watch", "subject_id": "kcera-request-for-proposals", "subject_name": "KCERA Request for Proposals", "subject_type": "public_pension_surface", "updated_at": "2026-06-19 16:51:31"}
{"amount": "", "attrs": {"action": "Hold MassPRIM as a monitor until an official board, procurement, or platform record proves the managed-account route.", "fields_to_extract": ["procurement_record", "board_reference", "pcs_timing", "manager_facing", "consultant_facing", "official_platform_doc"], "pattern": "Implementation-structure claims require primary plan records before they are used as allocator-specific pitch evidence.", "required_packet_delta": "Board or procurement record proving managed-account platform or PCS timing.", "sme_verify": "Is the PCS route manager-facing, consultant-facing, or only internal?", "source_path": "docs/quant-pitch-calendar.md; data/recovered_loop_tick68_official_packet_extraction_plan.json; data/recovered_loop_tick70_official_url_resolution_targets.json"}, "confidence": 0.82, "created_at": "2026-06-19 16:51:31", "deadline": null, "id": "official-packet-download-queue-massprim-managed-account-platform-proof-gap-managed-account-platform-pcs-verification-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "official_packet_download_queue", "status": "monitor", "strategy": "managed-account platform / PCS verification", "subject_id": "massprim-managed-account-platform-proof-gap", "subject_name": "MassPRIM managed-account platform proof gap", "subject_type": "public_pension_surface", "updated_at": "2026-06-19 16:51:31"}
{"amount": "", "attrs": {"action": "Use the CIO-change window to reposition quant sleeves around total-fund fit, governance language, and implementation clarity rather than siloed hedge-fund framing.", "pattern": "A CIO appointment is a clean SME-verifiable trigger for a new review regime and a fresh set of manager-language preferences.", "sme_verify": "Check the CalPERS board materials or announcement for the appointment date and the prior NZ Super role.", "source_path": "data/recovered_loop_tick43_historical_motion_sme_signals.json; docs/quant-pitch-calendar.md"}, "confidence": 0.97, "created_at": "2026-06-19 16:52:11", "deadline": null, "id": "personnel-change-calpers-stephen-gilmore-cio-appointment-cio-change-governance-reset-2026-06-19-historical", "next_review": null, "signal_date": "2026-06-19", "signal_type": "personnel_change", "status": "historical", "strategy": "CIO change / governance reset", "subject_id": "calpers-stephen-gilmore-cio-appointment", "subject_name": "CalPERS Stephen Gilmore CIO appointment", "subject_type": "public_pension", "updated_at": "2026-06-19 16:52:11"}
{"amount": "", "attrs": {"action": "Pitch around contribution to total-fund outcomes, active-risk budget use, and implementation fit instead of a standalone hedge-fund bucket.", "pattern": "When an allocator moves to a total-portfolio framework, the sale shifts from asset-class alpha to portfolio completion and risk contribution.", "sme_verify": "Does the board record show a single reference portfolio replacing separate asset-class benchmarks?", "source_path": "data/recovered_loop_tick43_historical_motion_sme_signals.json; data/recovered_loop_tick21_live_allocator_signals.json"}, "confidence": 0.98, "created_at": "2026-06-19 16:52:11", "deadline": null, "id": "allocation-shift-calpers-total-portfolio-approach-total-portfolio-approach-portfolio-completion-2026-06-19-historical", "next_review": null, "signal_date": "2026-06-19", "signal_type": "allocation_shift", "status": "historical", "strategy": "total portfolio approach / portfolio completion", "subject_id": "calpers-total-portfolio-approach", "subject_name": "CalPERS total portfolio approach", "subject_type": "public_pension", "updated_at": "2026-06-19 16:52:11"}
{"amount": "", "attrs": {"action": "Use this as the negative hedge-fund case: answer fees, complexity, liquidity, and opportunity-cost objections before any broad allocator conversation.", "pattern": "A large endowment can complete a hedge-fund wind-down when simplicity and public-equity opportunity cost outrank absolute-return diversification.", "sme_verify": "Was the exit driven by performance, governance complexity, liquidity, or a deliberate public-equity preference?", "source_path": "data/recovered_loop_tick21_live_allocator_signals.json; data/recovered_loop_tick43_historical_motion_sme_signals.json"}, "confidence": 0.98, "created_at": "2026-06-19 16:52:11", "deadline": null, "id": "exit-university-of-california-investments-hedge-funds-2026-06-19-historical", "next_review": null, "signal_date": "2026-06-19", "signal_type": "exit", "status": "historical", "strategy": "hedge funds", "subject_id": "university-of-california-investments", "subject_name": "University of California Investments", "subject_type": "public_university_endowment", "updated_at": "2026-06-19 16:52:11"}
{"amount": "", "attrs": {"action": "Use hedge-fund expansion as a live capacity signal: pitch liquid diversifiers, systematic macro, and other redeemable sleeves that help balance illiquid commitments.", "pattern": "Large endowments can expand hedge-fund use when liquid diversifiers help offset private-market pressure and implementation burden.", "sme_verify": "Did the hedge-fund increase favor multi-strat, systematic macro, equity market neutral, relative value, or long-short managers?", "source_path": "data/recovered_loop_tick21_live_allocator_signals.json"}, "confidence": 0.92, "created_at": "2026-06-19 16:52:11", "deadline": null, "id": "hedge-fund-expansion-harvard-management-company-hedge-funds-2026-06-19-historical", "next_review": null, "signal_date": "2026-06-19", "signal_type": "hedge_fund_expansion", "status": "historical", "strategy": "hedge funds", "subject_id": "harvard-management-company", "subject_name": "Harvard Management Company", "subject_type": "university_endowment", "updated_at": "2026-06-19 16:52:11"}
{"amount": "", "attrs": {"action": "Prioritize liquid-alpha, overlay, and faster-redeeming quant sleeves where private-market commitments crowd out flexibility.", "pattern": "High unfunded commitments and low cash are a direct, SME-checkable warning that liquid diversifiers become more attractive.", "sme_verify": "Are the liquidity constraints forcing a rethink of pacing, private-market exposure, or liquid diversifier capacity?", "source_path": "data/recovered_loop_tick21_live_allocator_signals.json"}, "confidence": 0.95, "created_at": "2026-06-19 16:52:11", "deadline": null, "id": "liquidity-pressure-harvard-management-company-private-equity-liquid-portfolio-mix-2026-06-19-historical", "next_review": null, "signal_date": "2026-06-19", "signal_type": "liquidity_pressure", "status": "historical", "strategy": "private equity / liquid portfolio mix", "subject_id": "harvard-management-company", "subject_name": "Harvard Management Company", "subject_type": "university_endowment", "updated_at": "2026-06-19 16:52:11"}
{"amount": "", "attrs": {"action": "Pitch crisis-alpha, systematic convexity, or other risk-mitigation replacements with explicit drawdown and carry-cost comparisons.", "pattern": "A long-vol termination creates a replacement-motion review because the allocator still has to decide whether to refill, redesign, or close the sleeve.", "sme_verify": "Was the termination performance-driven, fee/carry-cost driven, or a redesign of the risk-mitigation sleeve?", "source_path": "docs/quant-pitch-calendar.md; data/recovered_loop_tick67_historical_motion_signals.json"}, "confidence": 0.89, "created_at": "2026-06-19 16:52:11", "deadline": null, "id": "manager-termination-illinois-state-universities-retirement-system-long-vol-manager-termination-long-volatility-risk-mitigation-sleeve-2026-06-19-historical", "next_review": null, "signal_date": "2026-06-19", "signal_type": "manager_termination", "status": "historical", "strategy": "long volatility / risk mitigation sleeve", "subject_id": "illinois-state-universities-retirement-system-long-vol-manager-termination", "subject_name": "Illinois State Universities Retirement System long-vol manager termination", "subject_type": "public_pension", "updated_at": "2026-06-19 16:52:11"}
{"amount": "", "attrs": {"action": "Treat the termination as a slot for liquid-credit, relative-value, or systematic fixed-income replacement pitches with a clear transition plan.", "pattern": "A liquid-credit termination can open a near-term replacement window if the allocator is still allocating to the category.", "sme_verify": "What official VRS document proves the termination and what replaced the exposure?", "source_path": "docs/quant-pitch-calendar.md; data/recovered_loop_tick67_historical_motion_signals.json"}, "confidence": 0.84, "created_at": "2026-06-19 16:52:11", "deadline": null, "id": "manager-termination-virginia-retirement-system-orchard-liquid-credit-termination-liquid-credit-replacement-capital-2026-06-19-historical", "next_review": null, "signal_date": "2026-06-19", "signal_type": "manager_termination", "status": "historical", "strategy": "liquid credit / replacement capital", "subject_id": "virginia-retirement-system-orchard-liquid-credit-termination", "subject_name": "Virginia Retirement System Orchard Liquid Credit termination", "subject_type": "public_pension", "updated_at": "2026-06-19 16:52:11"}
{"amount": "", "attrs": {"action": "Normalize the monthly disclosure into a hire/termination tape and use it to spot true motion before the next board cycle.", "pattern": "Monthly disclosure rows can reveal real capital movement, not just archival reporting.", "sme_verify": "Which rows are true hires or terminations versus routine position changes?", "source_path": "data/recovered_loop_tick64_official_packet_source_upgrades.json; data/recovered_loop_tick59_packet_field_extraction_signals.json"}, "confidence": 0.93, "created_at": "2026-06-19 16:52:11", "deadline": null, "id": "manager-hire-termination-tape-nyscrf-monthly-disclosure-of-investments-and-transactions-manager-hire-termination-tape-2026-06-19-historical", "next_review": null, "signal_date": "2026-06-19", "signal_type": "manager_hire_termination_tape", "status": "historical", "strategy": "manager hire / termination tape", "subject_id": "nyscrf-monthly-disclosure-of-investments-and-transactions", "subject_name": "NYSCRF Monthly Disclosure of Investments and Transactions", "subject_type": "public_pension", "updated_at": "2026-06-19 16:52:11"}
{"amount": "", "attrs": {"action": "Treat the platform buildout as a packaging and implementation signal: pitch transparent systematic and macro sleeves that fit managed-account workflows.", "pattern": "A managed-account platform launch changes the implementation surface and can create demand for operationally clean quant sleeves.", "sme_verify": "Is the platform manager-facing, consultant-facing, or internal-only?", "source_path": "docs/quant-pitch-calendar.md; data/recovered_loop_tick71_live_open_rfp_and_funding_cycle_targets.json"}, "confidence": 0.88, "created_at": "2026-06-19 16:52:11", "deadline": null, "id": "platform-launch-massprim-managed-account-platform-pcs-managed-account-platform-portfolio-completion-2026-06-19-historical", "next_review": null, "signal_date": "2026-06-19", "signal_type": "platform_launch", "status": "historical", "strategy": "managed-account platform / portfolio completion", "subject_id": "massprim-managed-account-platform-pcs", "subject_name": "MassPRIM managed-account platform / PCS", "subject_type": "allocator_platform", "updated_at": "2026-06-19 16:52:11"}
{"amount": "", "attrs": {"action": "Benchmark hedge-fund distribution against wrapper-based onboarding: if the platform launch solves access and reporting, the pitch must solve the same constraints.", "pattern": "Wealth-platform launches move distribution toward packaging, workflow compatibility, and advisor-friendly reporting.", "sme_verify": "Does the wrapper accept live manager onboarding, or only packaged fund structures?", "source_path": "docs/quant-pitch-calendar.md; data/recovered_loop_tick67_historical_motion_signals.json"}, "confidence": 0.89, "created_at": "2026-06-19 16:52:11", "deadline": null, "id": "platform-onboarding-morgan-stanley-wealth-management-blackrock-private-markets-sma-wrapper-private-markets-sma-distribution-2026-06-19-historical", "next_review": null, "signal_date": "2026-06-19", "signal_type": "platform_onboarding", "status": "historical", "strategy": "private-markets SMA distribution", "subject_id": "morgan-stanley-wealth-management-blackrock-private-markets-sma-wrapper", "subject_name": "Morgan Stanley Wealth Management / BlackRock private-markets SMA wrapper", "subject_type": "platform", "updated_at": "2026-06-19 16:52:11"}
{"amount": "", "attrs": {"action": "Before outreach, complete a fielded response packet with notice PDF, attachments, addenda, consultant database names, question deadline, award path, submission checklist, and replacement-cycle proof.", "pattern": "The official search is live, but conversion risk sits in missing field-level requirements rather than the headline deadline.", "required_packet_delta": "Notice PDF, addenda, attachments, consultant database names, award path, required products, eligible strategies, submission method, Q&A deadline, and decision timeline.", "sme_verify": "Which consultant databases count for the July 15 requirement, and does the replacement cycle imply broader roster refresh?", "source_path": "docs/quant-pitch-calendar.md; data/recovered_loop_tick71_official_packet_download_and_field_queue.json"}, "confidence": 0.98, "created_at": "2026-06-19 16:54:50", "deadline": "2026-07-15", "id": "execution-gap-nyc-bam-july-15-execution-gap-live-replacement-cycle-response-packet-2026-06-19-open", "next_review": null, "signal_date": "2026-06-19", "signal_type": "execution_gap", "status": "open", "strategy": "live replacement-cycle response packet", "subject_id": "nyc-bam-july-15-execution-gap", "subject_name": "NYC BAM July 15 execution gap", "subject_type": "public_pension_pitch_window", "updated_at": "2026-06-19 16:54:50"}
{"amount": "", "attrs": {"action": "Create a CalPERS go/no-go checklist that compares eVestment qualification thresholds against direct proposal fallback and total-fund completion framing.", "pattern": "A standing intake surface is pitchable only if the manager profile satisfies the screen or explains why the direct proposal fallback is appropriate.", "required_packet_delta": "Firm AUM, strategy AUM, track record, GIPS status, registration status, contact data, liquidity terms, risk controls, total-fund role, and fallback rationale.", "sme_verify": "Does CalPERS screen systematic public strategies through eVestment first, direct staff contact first, or secure proposal triage first?", "source_path": "data/recovered_loop_tick70_parent_live_verified_official_sources.json; docs/quant-pitch-calendar.md"}, "confidence": 0.96, "created_at": "2026-06-19 16:54:50", "deadline": null, "id": "execution-gap-calpers-standing-intake-execution-gap-direct-proposal-plus-evestment-qualification-2026-06-19-open", "next_review": null, "signal_date": "2026-06-19", "signal_type": "execution_gap", "status": "open", "strategy": "direct proposal plus eVestment qualification", "subject_id": "calpers-standing-intake-execution-gap", "subject_name": "CalPERS standing-intake execution gap", "subject_type": "public_pension_pitch_window", "updated_at": "2026-06-19 16:54:50"}
{"amount": "", "attrs": {"action": "For every termination or underperformance row, attach reason category, source type, sleeve, capital refill plan, consultant, incumbent, and replacement packet before marking it pitch-now.", "pattern": "Termination alone is not enough; the actionable window appears when the allocator still wants the category or must replace an expiring incumbent.", "required_packet_delta": "Reason category, official source, sleeve, incumbent, consultant, replacement plan, board action, amount, and transition timeline.", "sme_verify": "Which artifact usually precedes a replacement search for this allocator: board packet, monthly disclosure, consultant memo, manager database update, or direct staff outreach?", "source_path": "docs/quant-pitch-now-validation.md; data/recovered_loop_tick71_historical_motion_sme_verification_queue.json"}, "confidence": 0.9, "created_at": "2026-06-19 16:54:50", "deadline": null, "id": "replacement-proof-gap-replacement-motion-sme-proof-gap-low-performer-replacement-and-refill-path-verification-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "replacement_proof_gap", "status": "monitor", "strategy": "low-performer replacement and refill path verification", "subject_id": "replacement-motion-sme-proof-gap", "subject_name": "Replacement-motion SME proof gap", "subject_type": "process", "updated_at": "2026-06-19 16:54:50"}
{"amount": "", "attrs": {"action": "Create a query-by-surface matrix where each prompt has expected answer, source packet, failure mode, and asset fix across ChatGPT Search, Google AI Overviews, Claude, Perplexity, CAIS x Claude, iCapital, Mercer/eVestment, Aksia, Microsoft 365 Copilot, Glean, Rovo, AlphaSense, Bloomberg ASKB, and FactSet AI.", "pattern": "Decision-maker retrieval surfaces are hidden gatekeepers; the pitch packet must answer the exact question the tool is asked.", "required_packet_delta": "Prompt, surface, expected answer, source asset, schema/mirror asset, failure mode, correction page, and SME owner.", "sme_verify": "Which tool does each target decision maker actually use for first-pass manager research?", "source_path": "docs/quant-aeo-geo-content-backlog.md; docs/quant-aeo-geo-monitoring-matrix.md; data/recovered_loop_tick71_hidden_influencer_and_platform_router_targets.json"}, "confidence": 0.89, "created_at": "2026-06-19 16:54:50", "deadline": null, "id": "aeo-geo-execution-gap-aeo-geo-packet-to-query-execution-gap-answer-engine-and-enterprise-retrieval-test-matrix-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "aeo_geo_execution_gap", "status": "active", "strategy": "answer-engine and enterprise-retrieval test matrix", "subject_id": "aeo-geo-packet-to-query-execution-gap", "subject_name": "AEO/GEO packet-to-query execution gap", "subject_type": "process", "updated_at": "2026-06-19 16:54:50"}
{"amount": "", "attrs": {"action": "Monitor SURS and peer public plans for long-vol/risk-mitigation replacement demand; pitch crisis-alpha or systematic convexity alternatives with drawdown, carry-cost, and implementation comparisons.", "pattern": "A direct termination from a long-volatility sleeve is a high-signal replacement-motion event because the allocator still has to decide whether to refill, redesign, or abandon the risk-mitigation bucket.", "sme_verify": "Ask an Illinois public-pension or crisis-alpha SME whether the termination was purely performance-driven, fee/carry-cost driven, or a redesign of the risk-mitigation sleeve.", "source_path": "docs/quant-pitch-calendar.md; data/recovered_loop_tick72_low_performer_replacement_evidence_queue.json; data/recovered_loop_tick81_monitor_split_official_vs_sme.json"}, "confidence": 0.86, "created_at": "2026-06-19 16:55:46", "deadline": null, "id": "manager-termination-illinois-state-universities-retirement-system-long-vol-manager-termination-long-volatility-crisis-alpha-risk-mitigation-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "manager_termination", "status": "monitor", "strategy": "long volatility / crisis alpha / risk mitigation", "subject_id": "illinois-state-universities-retirement-system-long-vol-manager-termination", "subject_name": "Illinois State Universities Retirement System long-vol manager termination", "subject_type": "public_pension", "updated_at": "2026-06-22 00:04:34"}
{"amount": "", "attrs": {"action": "Monitor VRS for follow-on liquid credit, relative-value, or systematic fixed-income replacement demand; pitch with fee/liquidity clarity and replacement-capital transition plan.", "pattern": "A terminated liquid-credit sleeve can create a near-term slot for replacement managers if the termination reflects fit, performance, or portfolio redesign rather than a full category exit.", "sme_verify": "Ask a VRS or public-pension credit SME whether Orchard was terminated for performance, fit, fee/liquidity, or a broader sleeve redesign, and what replaced the exposure.", "source_path": "docs/quant-pitch-calendar.md; data/recovered_loop_tick72_low_performer_replacement_evidence_queue.json; data/recovered_loop_tick81_monitor_split_official_vs_sme.json"}, "confidence": 0.84, "created_at": "2026-06-19 16:55:46", "deadline": null, "id": "manager-termination-virginia-retirement-system-orchard-liquid-credit-termination-liquid-credit-sleeve-replacement-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "manager_termination", "status": "monitor", "strategy": "liquid credit sleeve replacement", "subject_id": "virginia-retirement-system-orchard-liquid-credit-termination", "subject_name": "Virginia Retirement System Orchard Liquid Credit termination", "subject_type": "public_pension", "updated_at": "2026-06-22 00:04:34"}
{"amount": "", "attrs": {"action": "Monitor for follow-on or replacement demand if underperformance persists; the pitch should emphasize differentiated alpha capture controls, founder/team stability, and why the current model is still worth backing.", "pattern": "A first-half loss plus talent departure can move an allocator from launch support to replacement review.", "sme_verify": "Ask whether the loss was enough to trigger follow-on review, or whether the capital is still anchored by the strategic relationship.", "source_path": "docs/quant-pitch-calendar.md; data/recovered_loop_tick14_quant_actionable_signals.json; data/recovered_loop_tick15_historical_motion_signals.json; data/recovered_loop_tick72_low_performer_replacement_evidence_queue.json"}, "confidence": 0.7, "created_at": "2026-06-19 16:55:46", "deadline": null, "id": "watchlist-taproot-management-alpha-capture-underperformance-review-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "watchlist", "status": "monitor", "strategy": "alpha capture / underperformance review", "subject_id": "taproot-management", "subject_name": "Taproot Management", "subject_type": "fund", "updated_at": "2026-06-22 00:04:34"}
{"amount": "", "attrs": {"action": "For every public-pension termination, assemble a replacement packet before the formal RFP appears: incumbent failure thesis, transition plan, fee/liquidity schedule, risk-comparison table, and consultant-ready DDQ.", "pattern": "Replacement opportunities often appear first as termination disclosures, board minutes, consultant renewals, or monthly transaction reports before a public manager search is visible.", "sme_verify": "Ask whether the termination created open capital, replacement capital, or only benchmark housekeeping; then ask who owns the replacement shortlist.", "source_path": "docs/quant-pitch-calendar.md; docs/quant-signal-validation.md; data/recovered_loop_tick72_low_performer_replacement_evidence_queue.json; data/recovered_loop_tick81_monitor_split_official_vs_sme.json"}, "confidence": 0.84, "created_at": "2026-06-19 16:55:46", "deadline": null, "id": "replacement-motion-pattern-public-pension-low-performer-replacement-pattern-replacement-capital-trigger-detection-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "replacement_motion_pattern", "status": "active", "strategy": "replacement-capital trigger detection", "subject_id": "public-pension-low-performer-replacement-pattern", "subject_name": "Public pension low-performer replacement pattern", "subject_type": "process", "updated_at": "2026-06-22 00:04:34"}
{"amount": "", "attrs": {"action": "Watch the investment manager opportunities page for consultant contract rollover, replacement, extension, or reissue timing.", "pattern": "The public investment manager opportunities page shows a consultant contract expiring on June 30, 2026.", "sme_verify": "Ask an allocator SME whether this timing, gatekeeper, and required packet match the real buying workflow.", "source_path": "docs/quant-pitch-calendar.md; docs/quant-pitch-now-validation.md; data/recovered_loop_tick41_deadline_calendar_signals.json"}, "confidence": 0.93, "created_at": "2026-06-19 16:55:46", "deadline": null, "id": "contract-expiration-monitor-calpers-consultant-and-asset-manager-roster-consultant-contract-rollover-manager-opportunity-monitor-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "contract_expiration_monitor", "status": "monitor", "strategy": "consultant contract rollover / manager opportunity monitor", "subject_id": "calpers-consultant-and-asset-manager-roster", "subject_name": "CalPERS consultant and asset-manager roster", "subject_type": "public_pension_surface", "updated_at": "2026-06-19 16:55:46"}
{"amount": "", "attrs": {"action": "Use recurring board archives to extract committee items, presenters, motions, and closed-session references; these agenda rhythms often expose manager review and replacement before a public search page does.", "pattern": "Recurring board archives become source upgrades when they expose motions, presenters, and closed-session headers, and CalPERS notices are posted on a predictable pre-meeting cadence.", "sme_verify": "Ask which agenda items map to manager review or replacement rather than routine governance.", "source_path": "docs/quant-pitch-calendar.md; data/recovered_loop_tick72_low_performer_replacement_evidence_queue.json; data/recovered_loop_tick81_monitor_split_official_vs_sme.json"}, "confidence": 0.96, "created_at": "2026-06-19 16:55:46", "deadline": null, "id": "board-agenda-cadence-calpers-board-meetings-board-and-committee-agenda-monitoring-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "board_agenda_cadence", "status": "active", "strategy": "board and committee agenda monitoring", "subject_id": "calpers-board-meetings", "subject_name": "CalPERS Board Meetings", "subject_type": "public_pension", "updated_at": "2026-06-22 00:04:34"}
{"amount": "", "attrs": {"action": "Prepare a submission packet against the live NYC BAM search deadline and treat the 2017 contract-expiry cycle as an executable replacement window.", "pattern": "A dated solicitation with explicit contract expiries is a real replacement-search window, not just a notice page.", "sme_verify": "Does the submission packet and gatekeeper path match the real buying workflow?", "source_path": "docs/quant-pitch-now-validation.md; docs/quant-30-day-outreach-queue.md; docs/quant-pitch-calendar.md"}, "confidence": 0.95, "created_at": "2026-06-19 16:55:46", "deadline": null, "id": "manager-registration-open-nyc-bureau-of-asset-management-passive-indexing-manager-search-passive-index-replacement-cycle-2026-06-19-open", "next_review": null, "signal_date": "2026-06-19", "signal_type": "manager_registration_open", "status": "open", "strategy": "passive-index replacement cycle", "subject_id": "nyc-bureau-of-asset-management-passive-indexing-manager-search", "subject_name": "NYC Bureau of Asset Management passive indexing manager search", "subject_type": "public_pension_surface", "updated_at": "2026-06-19 16:55:46"}
{"amount": "", "attrs": {"action": "Package manager-selection rigor, transparency, and operating evidence for consultant review and first-screen routing.", "pattern": "Consultant coverage and RFP visibility only matter if the packet speaks the first-screen language used for manager selection.", "sme_verify": "Ask whether this language matches the actual first-screen filters or only the public marketing copy.", "source_path": "docs/quant-pitch-calendar.md; docs/quant-consultant-private-wealth-extraction-queue.md; docs/quant-signal-validation.md"}, "confidence": 0.91, "created_at": "2026-06-19 16:55:46", "deadline": null, "id": "consultant-review-language-nepc-wilshire-callan-verus-rvk-consultant-review-first-screen-shortlist-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "consultant_review_language", "status": "active", "strategy": "consultant review / first-screen shortlist", "subject_id": "nepc-wilshire-callan-verus-rvk", "subject_name": "NEPC / Wilshire / Callan / Verus / RVK", "subject_type": "consultant_channel", "updated_at": "2026-06-19 16:55:46"}
{"amount": "", "attrs": {"action": "Normalize the monthly disclosure into a hire/termination tape with placement-agent and amount fields.", "pattern": "Monthly disclosures are valuable when the transaction fields reveal manager moves before summaries do.", "sme_verify": "Which rows are true hires or terminations versus routine position changes?", "source_path": "docs/quant-pitch-calendar.md; data/recovered_loop_tick71_official_packet_download_and_field_queue.json"}, "confidence": 0.86, "created_at": "2026-06-19 16:55:46", "deadline": null, "id": "manager-hire-termination-tape-nyscrf-monthly-disclosure-of-investments-and-transactions-manager-hire-termination-tape-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "manager_hire_termination_tape", "status": "active", "strategy": "manager hire / termination tape", "subject_id": "nyscrf-monthly-disclosure-of-investments-and-transactions", "subject_name": "NYSCRF Monthly Disclosure of Investments and Transactions", "subject_type": "public_pension_surface", "updated_at": "2026-06-19 16:55:46"}
{"amount": "", "attrs": {"action": "Package a manager brief that speaks to portable alpha, marketable credit, and hedge-fund-adjacent sleeves before any generalized consultant pitch.", "as_of_date": "2026-06-19", "pattern": "Research heads who own marketable credit and multi-asset allocations can decide whether a strategy becomes a shortlist candidate at all.", "sme_verify": "Is Dulari Pancholi the first-screen owner for marketable credit, or does another NEPC committee own the initial cut?", "source_path": "data/recovered_loop_tick63_consultant_people_action_map.json; docs/quant-person-gap-outreach-queue.md"}, "confidence": 0.88, "created_at": "2026-06-19 16:57:02", "deadline": null, "id": "consultant-research-route-dulari-pancholi-nepc-marketable-credit-and-multi-asset-routing-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "consultant_research_route", "status": "active", "strategy": "NEPC marketable-credit and multi-asset routing", "subject_id": "dulari-pancholi", "subject_name": "Dulari Pancholi", "subject_type": "person", "updated_at": "2026-06-19 16:57:02"}
{"amount": "", "attrs": {"action": "Use a research-led consultant packet that answers search mechanics, implementation burden, and repeatable alpha evidence before asking for direct allocator intros.", "as_of_date": "2026-06-19", "pattern": "Consultant leadership roles affect which manager themes become search language and which packets get routed internally.", "sme_verify": "Does Greg Allen directly influence the alternatives search brief, or is the real routing done by a different Callan lead?", "source_path": "data/recovered_loop_tick63_consultant_people_action_map.json; docs/quant-person-gap-outreach-queue.md"}, "confidence": 0.84, "created_at": "2026-06-19 16:57:02", "deadline": null, "id": "consultant-research-route-greg-allen-callan-leadership-and-research-routing-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "consultant_research_route", "status": "active", "strategy": "Callan leadership and research routing", "subject_id": "greg-allen", "subject_name": "Greg Allen", "subject_type": "person", "updated_at": "2026-06-19 16:57:02"}
{"amount": "", "attrs": {"action": "Send a concise manager-screening memo with fee, liquidity, risk, and product-structure fields already normalized.", "as_of_date": "2026-06-19", "pattern": "Director-of-research roles often determine whether a manager gets framed as interesting, redundant, or non-actionable.", "sme_verify": "Is Ivan Butch Cliff still the relevant research gate, or has the search workflow moved elsewhere?", "source_path": "data/recovered_loop_tick63_consultant_people_action_map.json; docs/quant-person-gap-outreach-queue.md"}, "confidence": 0.8, "created_at": "2026-06-19 16:57:02", "deadline": null, "id": "consultant-research-route-ivan-butch-cliff-callan-research-framing-route-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "consultant_research_route", "status": "active", "strategy": "Callan research-framing route", "subject_id": "ivan-butch-cliff", "subject_name": "Ivan Butch Cliff", "subject_type": "person", "updated_at": "2026-06-19 16:57:02"}
{"amount": "", "attrs": {"action": "Lead with a visibility packet that is ready for recurring hedge-fund manager meetings and can be dropped into the existing research cadence.", "as_of_date": "2026-06-19", "pattern": "Research heads at major consultancies influence whether a manager becomes visible enough to survive the next shortlist pass.", "sme_verify": "Does Ashby Hatch control recurring manager meetings, or only the research narratives that feed them?", "source_path": "data/recovered_loop_tick63_consultant_people_action_map.json"}, "confidence": 0.79, "created_at": "2026-06-19 16:57:02", "deadline": null, "id": "research-visibility-gate-ashby-hatch-cambridge-manager-visibility-routing-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "research_visibility_gate", "status": "active", "strategy": "Cambridge manager-visibility routing", "subject_id": "ashby-hatch", "subject_name": "Ashby Hatch", "subject_type": "person", "updated_at": "2026-06-19 16:57:02"}
{"amount": "", "attrs": {"action": "Package the strategy as a screening-ready manager brief with operational fields, transparency evidence, and a clean due-diligence table.", "as_of_date": "2026-06-19", "pattern": "Hedge-fund co-heads can act as a first screen before the ODD team ever sees the packet.", "sme_verify": "Does Brian Goldberg control the hedge-fund shortlist directly, or does the ODD team intercept earlier?", "source_path": "data/recovered_loop_tick63_consultant_people_action_map.json"}, "confidence": 0.86, "created_at": "2026-06-19 16:57:02", "deadline": null, "id": "screening-route-brian-goldberg-aksia-hedge-fund-screening-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "screening_route", "status": "active", "strategy": "Aksia hedge-fund screening", "subject_id": "brian-goldberg", "subject_name": "Brian Goldberg", "subject_type": "person", "updated_at": "2026-06-19 16:57:02"}
{"amount": "", "attrs": {"action": "Use the same normalized packet, but angle the first touch toward the person who actually owns hedge-fund coverage for the target sleeve.", "as_of_date": "2026-06-19", "pattern": "A second co-head often exists because screening is shared across teams and geographies.", "sme_verify": "Is Oliver Newton a true co-owner of hedge-fund coverage or a regional / thematic split?", "source_path": "data/recovered_loop_tick63_consultant_people_action_map.json"}, "confidence": 0.84, "created_at": "2026-06-19 16:57:02", "deadline": null, "id": "screening-route-oliver-newton-aksia-hedge-fund-screening-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "screening_route", "status": "active", "strategy": "Aksia hedge-fund screening", "subject_id": "oliver-newton", "subject_name": "Oliver Newton", "subject_type": "person", "updated_at": "2026-06-19 16:57:02"}
{"amount": "", "attrs": {"action": "Route the packet through DDQ, operations, and control evidence before trying to sell strategy narrative.", "as_of_date": "2026-06-19", "pattern": "ODD leads care about process integrity and failure modes more than return storytelling.", "sme_verify": "Does Daniel Burdett own the first ODD pass, or is the work split with Rebecca Heun?", "source_path": "data/recovered_loop_tick63_consultant_people_action_map.json"}, "confidence": 0.89, "created_at": "2026-06-19 16:57:02", "deadline": null, "id": "odd-route-daniel-burdett-aksia-operational-due-diligence-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "odd_route", "status": "active", "strategy": "Aksia operational due diligence", "subject_id": "daniel-burdett", "subject_name": "Daniel Burdett", "subject_type": "person", "updated_at": "2026-06-19 16:57:02"}
{"amount": "", "attrs": {"action": "Keep the same controls-heavy packet, but include the operational appendix and any admin / trading / reporting exceptions up front.", "as_of_date": "2026-06-19", "pattern": "A co-head ODD role should be treated as an access gate, not an afterthought.", "sme_verify": "Is Rebecca Heun the operational sign-off point, or only a subject-matter reviewer?", "source_path": "data/recovered_loop_tick63_consultant_people_action_map.json"}, "confidence": 0.87, "created_at": "2026-06-19 16:57:02", "deadline": null, "id": "odd-route-rebecca-heun-aksia-operational-due-diligence-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "odd_route", "status": "active", "strategy": "Aksia operational due diligence", "subject_id": "rebecca-heun", "subject_name": "Rebecca Heun", "subject_type": "person", "updated_at": "2026-06-19 16:57:02"}
{"amount": "", "attrs": {"action": "Push a concise ODD-ready summary with process, controls, and data lineage fields filled in before the first meeting.", "as_of_date": "2026-06-19", "pattern": "Head of ODD roles often decide whether a manager is acceptable to diligence at all.", "sme_verify": "Does Ryan Teal own the direct ODD gate or only the broader platform workflow?", "source_path": "data/recovered_loop_tick63_consultant_people_action_map.json"}, "confidence": 0.9, "created_at": "2026-06-19 16:57:02", "deadline": null, "id": "odd-route-ryan-teal-aksia-odd-lead-routing-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "odd_route", "status": "active", "strategy": "Aksia ODD lead routing", "subject_id": "ryan-teal", "subject_name": "Ryan Teal", "subject_type": "person", "updated_at": "2026-06-19 16:57:02"}
{"amount": "", "attrs": {"action": "Package the manager brief as a platform-friendly implementation packet with data fields, workflow assumptions, and operating specs.", "as_of_date": "2026-06-19", "pattern": "Implementation leaders determine whether the strategy can be consumed by a platform, not just whether it is intellectually interesting.", "sme_verify": "Is Gaurav Amin the right implementation contact for this packet, or does another Albourne owner control the route?", "source_path": "data/recovered_loop_tick63_consultant_people_action_map.json; docs/quant-person-gap-outreach-queue.md"}, "confidence": 0.85, "created_at": "2026-06-19 16:57:02", "deadline": null, "id": "platform-product-route-gaurav-amin-implementation-and-fintech-packaging-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "platform_product_route", "status": "active", "strategy": "implementation and fintech packaging", "subject_id": "gaurav-amin", "subject_name": "Gaurav Amin", "subject_type": "person", "updated_at": "2026-06-19 16:57:02"}
{"amount": "", "attrs": {"action": "Use an Asia-aware diligence packet and route it through the regional analyst rather than defaulting to a US-centric outreach path.", "as_of_date": "2026-06-19", "pattern": "Region heads can expose a different manager universe and separate timing from the main US research flow.", "sme_verify": "Does Debra Ng route Asia research directly, or only support global analyst coverage?", "source_path": "data/recovered_loop_tick63_consultant_people_action_map.json"}, "confidence": 0.77, "created_at": "2026-06-19 16:57:02", "deadline": null, "id": "regional-research-route-debra-ng-albourne-regional-research-routing-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "regional_research_route", "status": "active", "strategy": "Albourne regional research routing", "subject_id": "debra-ng", "subject_name": "Debra Ng", "subject_type": "person", "updated_at": "2026-06-19 16:57:02"}
{"amount": "", "attrs": {"action": "Lead with CIO-level manager-selection language, then offer the alternatives platform and managed-account packaging only after the initial fit is clear.", "as_of_date": "2026-06-19", "pattern": "The CIO is often the actual decision-maker, while the alternatives platform handles execution and workflow detail.", "sme_verify": "Does Josh Emanuel own the final manager-selection call, or is it delegated to a committee?", "source_path": "data/recovered_loop_tick63_consultant_people_action_map.json; docs/quant-person-gap-outreach-queue.md"}, "confidence": 0.88, "created_at": "2026-06-19 16:57:02", "deadline": null, "id": "cio-route-josh-emanuel-wilshire-cio-manager-selection-route-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "cio_route", "status": "active", "strategy": "Wilshire CIO / manager selection route", "subject_id": "josh-emanuel", "subject_name": "Josh Emanuel", "subject_type": "person", "updated_at": "2026-06-19 16:57:02"}
{"amount": "", "attrs": {"action": "Pre-clear the operational-risk appendix before outreach so the packet survives the first internal filter.", "as_of_date": "2026-06-19", "pattern": "Risk and operations roles can quietly block a strategy even when the CIO is positive.", "sme_verify": "Is Erin Simpson a blocking reviewer for alternative mandates or only a downstream risk contact?", "source_path": "data/recovered_loop_tick63_consultant_people_action_map.json; docs/quant-person-gap-outreach-queue.md"}, "confidence": 0.86, "created_at": "2026-06-19 16:57:02", "deadline": null, "id": "ops-risk-route-erin-simpson-wilshire-operations-and-risk-filter-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "ops_risk_route", "status": "active", "strategy": "Wilshire operations and risk filter", "subject_id": "erin-simpson", "subject_name": "Erin Simpson", "subject_type": "person", "updated_at": "2026-06-19 16:57:02"}
{"amount": "", "attrs": {"action": "Run the allocators' downside-capture and factor-crowding query against ChatGPT Search and verify that the canonical page, FAQ, comparison table, and PDF mirror are the first usable results.", "asset_bundle": ["Canonical manager landing page", "FAQ and comparison hub", "JSON-LD FAQPage / Organization / FinancialProduct schema", "PDF / deck mirror"], "pattern": "ChatGPT Search rewards concise answer-first pages with dated claims, source links, and comparison structure.", "sme_verify": "Does ChatGPT Search return the canonical page before a third-party summary, and are the citations current?", "source_path": "data/quant_pitch_calendar.json", "test_query": "Which long/short equity managers have the best downside capture and lowest factor crowding in semis over the last 3 years?"}, "confidence": 0.9, "created_at": "2026-06-19 16:58:12", "deadline": null, "id": "public-answer-engine-test-chatgpt-search-quant-allocator-discovery-answer-first-public-discovery-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "public_answer_engine_test", "status": "active", "strategy": "answer-first public discovery", "subject_id": "chatgpt-search-quant-allocator-discovery", "subject_name": "ChatGPT Search quant allocator discovery", "subject_type": "answer_engine", "updated_at": "2026-06-19 16:58:12"}
{"amount": "", "attrs": {"action": "Test whether Google AI Overviews surfaces a structured, entity-clean manager page for style-drift and capacity questions instead of only syndicated summaries.", "asset_bundle": ["Canonical manager landing page", "FAQ and comparison hub", "JSON-LD FAQPage / Organization / FinancialProduct schema"], "pattern": "Google AI Overviews favors structured HTML, semantic headings, and JSON-LD that make the entity and answer machine-resolvable.", "sme_verify": "Does AI Mode prefer the structured page and FAQ, or does it skip to a weaker secondary source?", "source_path": "data/quant_pitch_calendar.json", "test_query": "Can this manager still take capital without style drift given current AUM, strategy capacity, and market crowding?"}, "confidence": 0.88, "created_at": "2026-06-19 16:58:12", "deadline": null, "id": "public-answer-engine-test-google-ai-overviews-quant-discovery-search-summary-public-discovery-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "public_answer_engine_test", "status": "active", "strategy": "search-summary public discovery", "subject_id": "google-ai-overviews-quant-discovery", "subject_name": "Google AI Overviews quant discovery", "subject_type": "answer_engine", "updated_at": "2026-06-19 16:58:12"}
{"amount": "", "attrs": {"action": "Measure whether Perplexity cites corroborating sources for operational red-flag questions and whether the answer stays grounded in current, primary-source-backed evidence.", "asset_bundle": ["DDQ / ODD data-room packet", "Transcript / filing / expert-call appendix", "FAQ and comparison hub"], "pattern": "Perplexity rewards evidence density but is vulnerable to citation loops, repeated-domain sourcing, and synthetic-source risk.", "sme_verify": "Which third-party corroborating sources does Perplexity trust first when it answers this query?", "source_path": "data/quant_pitch_calendar.json", "test_query": "What are the biggest operational and process red flags in this fund's pitch deck, ADV, and investor letters?"}, "confidence": 0.92, "created_at": "2026-06-19 16:58:12", "deadline": null, "id": "public-answer-engine-test-perplexity-quant-evidence-density-citation-forward-discovery-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "public_answer_engine_test", "status": "active", "strategy": "citation-forward discovery", "subject_id": "perplexity-quant-evidence-density", "subject_name": "Perplexity quant evidence density", "subject_type": "answer_engine", "updated_at": "2026-06-19 16:58:12"}
{"amount": "", "attrs": {"action": "Use Claude to draft a DDQ-style screen and check whether it preserves the operational checklist, the counterevidence, and the named-source appendix.", "asset_bundle": ["DDQ / ODD data-room packet", "Performance / factor / drawdown workbook", "Transcript / filing / expert-call appendix"], "pattern": "Claude can support due diligence if the primary docs, dated support, and counterevidence are cleanly packaged.", "sme_verify": "Does Claude keep the answer tied to the source appendix, or does it drift into unsupported synthesis?", "source_path": "data/quant_pitch_calendar.json", "test_query": "Build a hedge fund DDQ for screening two pod platforms and one fundamental long/short fund."}, "confidence": 0.89, "created_at": "2026-06-19 16:58:12", "deadline": null, "id": "long-context-diligence-test-claude-long-context-quant-diligence-long-context-source-synthesis-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "long_context_diligence_test", "status": "active", "strategy": "long-context source synthesis", "subject_id": "claude-long-context-quant-diligence", "subject_name": "Claude long-context quant diligence", "subject_type": "answer_engine", "updated_at": "2026-06-19 16:58:12"}
{"amount": "", "attrs": {"action": "Check whether AlphaSense can retrieve the cited research pack, transcript references, and slide-ready evidence blocks for bearish diligence questions.", "asset_bundle": ["Transcript / filing / expert-call appendix", "DDQ / ODD data-room packet", "PDF / deck mirror"], "pattern": "AlphaSense visibility depends on document-heavy evidence with dates, provenance, and clearly labeled source blocks.", "sme_verify": "Does AlphaSense surface the filing and transcript references with dates and usable snippets?", "source_path": "data/quant_pitch_calendar.json", "test_query": "Show the strongest bearish evidence from filings, transcripts, and expert calls."}, "confidence": 0.9, "created_at": "2026-06-19 16:58:12", "deadline": null, "id": "document-search-test-alphasense-quant-research-pack-document-heavy-research-retrieval-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "document_search_test", "status": "active", "strategy": "document-heavy research retrieval", "subject_id": "alphasense-quant-research-pack", "subject_name": "AlphaSense quant research pack", "subject_type": "research_workflow", "updated_at": "2026-06-19 16:58:12"}
{"amount": "", "attrs": {"action": "Probe Bloomberg ASKB with a portfolio-risk question and confirm the result can be traced back to numbers, event paths, and filing paths rather than just a fluent summary.", "asset_bundle": ["Performance / factor / drawdown workbook", "Fee / liquidity / capacity schedule", "Transcript / filing / expert-call appendix"], "pattern": "Bloomberg ASKB needs traceable numbers, data lineage, and clean event or filing timelines.", "sme_verify": "Can the same numbers be reproduced from public docs, or is the answer only available through proprietary fields?", "source_path": "data/quant_pitch_calendar.json", "test_query": "Prepare portfolio-risk packs, factor tables, liquidity and stress summaries, and a clean event or filing timeline."}, "confidence": 0.84, "created_at": "2026-06-19 16:58:12", "deadline": null, "id": "workflow-retrieval-test-bloomberg-askb-quant-market-data-workflow-terminal-native-finance-research-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "workflow_retrieval_test", "status": "monitor", "strategy": "terminal-native finance research", "subject_id": "bloomberg-askb-quant-market-data-workflow", "subject_name": "Bloomberg ASKB quant market data workflow", "subject_type": "research_workflow", "updated_at": "2026-06-19 16:58:12"}
{"amount": "", "attrs": {"action": "Ask FactSet AI to explain quarter-over-quarter changes and verify that the output is period-aligned, benchmark-aware, and traceable to transcript and filing evidence.", "asset_bundle": ["Performance / factor / drawdown workbook", "Transcript / filing / expert-call appendix", "DDQ / ODD data-room packet"], "pattern": "FactSet AI workflows need period alignment, provenance, and clean entity resolution to avoid mixed-source summaries.", "sme_verify": "Are the quarter, benchmark, and transcript references all aligned, or is the answer mixing periods?", "source_path": "data/quant_pitch_calendar.json", "test_query": "What changed in this company's guidance, consensus, and transcript this quarter?"}, "confidence": 0.83, "created_at": "2026-06-19 16:58:12", "deadline": null, "id": "workflow-retrieval-test-factset-ai-quant-workflow-decision-surface-portfolio-analytics-and-transcript-workflow-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "workflow_retrieval_test", "status": "monitor", "strategy": "portfolio analytics and transcript workflow", "subject_id": "factset-ai-quant-workflow-decision-surface", "subject_name": "FactSet AI quant workflow decision surface", "subject_type": "research_workflow", "updated_at": "2026-06-19 16:58:12"}
{"amount": "", "attrs": {"action": "Check whether Copilot can retrieve the live diligence packet from SharePoint or Teams-style workspaces without losing the current memo, notes, spreadsheet tables, or decision log.", "asset_bundle": ["Workstream pack with current memo, meeting notes, spreadsheets, and decision log"], "pattern": "Copilot works when the permissioned workstream bundle is current, named consistently, and easy to traverse.", "sme_verify": "Do the current memo and decision log stay visible through the permission layer?", "source_path": "data/quant_pitch_calendar.json", "test_query": "Find the current memo, meeting notes, spreadsheet tables, and decision log for the manager review."}, "confidence": 0.88, "created_at": "2026-06-19 16:58:12", "deadline": null, "id": "enterprise-retrieval-test-microsoft-365-copilot-quant-diligence-workstream-permissioned-internal-memo-retrieval-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "enterprise_retrieval_test", "status": "active", "strategy": "permissioned internal memo retrieval", "subject_id": "microsoft-365-copilot-quant-diligence-workstream", "subject_name": "Microsoft 365 Copilot quant diligence workstream", "subject_type": "enterprise_copilot", "updated_at": "2026-06-19 16:58:12"}
{"amount": "", "attrs": {"action": "Probe Glean and Rovo for the canonical title, DDQ history, ODD notes, and committee decisions, then verify that the same search terms resolve cleanly across both systems.", "asset_bundle": ["Canonical titles / tags / decision log pack", "Workstream pack with current memo, meeting notes, spreadsheets, and decision log"], "pattern": "Enterprise search works when canonical titles, tags, aliases, and decision logs are normalized.", "sme_verify": "Which canonical title and alias set makes the manager retrievable inside internal search?", "source_path": "data/quant_pitch_calendar.json", "test_query": "Where is the latest DDQ/ODD history and committee decision log for this manager?"}, "confidence": 0.86, "created_at": "2026-06-19 16:58:12", "deadline": null, "id": "enterprise-retrieval-test-glean-atlassian-rovo-internal-retrieval-internal-knowledge-base-retrieval-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "enterprise_retrieval_test", "status": "active", "strategy": "internal knowledge-base retrieval", "subject_id": "glean-atlassian-rovo-internal-retrieval", "subject_name": "Glean / Atlassian Rovo internal retrieval", "subject_type": "enterprise_copilot", "updated_at": "2026-06-19 16:58:12"}
{"amount": "", "attrs": {"action": "Ask CAIS x Claude whether the strategy fits a model portfolio and whether the response points to a concise advisor packet instead of a generic hedge-fund pitch.", "asset_bundle": ["Advisor one-pager / model-portfolio fit brief", "Platform-compatible diligence packet", "Fee / liquidity / capacity schedule"], "pattern": "CAIS-style retrieval wants model-portfolio fit, liquidity/fee language, and advisor Q&A blocks.", "sme_verify": "Does the advisor prompt surface the model-portfolio brief, or does it require a login-gated packet?", "source_path": "data/quant_pitch_calendar.json", "test_query": "Which liquid alts fit our portfolio?"}, "confidence": 0.87, "created_at": "2026-06-19 16:58:12", "deadline": null, "id": "advisor-platform-test-cais-x-claude-advisor-surface-advisor-alternatives-discovery-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "advisor_platform_test", "status": "active", "strategy": "advisor alternatives discovery", "subject_id": "cais-x-claude-advisor-surface", "subject_name": "CAIS x Claude advisor surface", "subject_type": "advisor_platform", "updated_at": "2026-06-19 16:58:12"}
{"amount": "", "attrs": {"action": "Verify that iCapital can retrieve the subscription workflow, platform-compatible fund data, diligence metadata, and reporting artifacts for a quant hedge-fund listing.", "asset_bundle": ["Platform-compatible diligence packet", "Advisor one-pager / model-portfolio fit brief", "Fee / liquidity / capacity schedule"], "pattern": "iCapital visibility depends on subscription workflow, fund data, and diligence fields that are platform-compatible.", "sme_verify": "Which subscription and DDQ fields are mandatory for listing versus merely helpful?", "source_path": "data/quant_pitch_calendar.json", "test_query": "Can this strategy be subscribed to with current fund data, DDQ, ODD, and reporting materials?"}, "confidence": 0.88, "created_at": "2026-06-19 16:58:12", "deadline": null, "id": "advisor-platform-test-icapital-marketplace-and-due-diligence-private-wealth-distribution-and-subscription-workflow-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "advisor_platform_test", "status": "active", "strategy": "private-wealth distribution and subscription workflow", "subject_id": "icapital-marketplace-and-due-diligence", "subject_name": "iCapital marketplace and due diligence", "subject_type": "advisor_platform", "updated_at": "2026-06-19 16:58:12"}
{"amount": "", "attrs": {"action": "Check whether the profile surfaces the strategy taxonomy, track record, AUM, capacity, fees, liquidity, risk factors, and contacts that drive consultant shortlist inclusion.", "asset_bundle": ["Registration-ready manager profile / track record / risk metrics", "Fee / liquidity / capacity schedule"], "pattern": "Mercer-style discovery depends on profile completeness and standardized fields.", "sme_verify": "Which eVestment fields are decisive for shortlist inclusion, and which are only nice to have?", "source_path": "data/quant_pitch_calendar.json", "test_query": "Which fields determine whether a quant strategy reaches a consultant shortlist?"}, "confidence": 0.85, "created_at": "2026-06-19 16:58:12", "deadline": null, "id": "consultant-database-test-mercerinsight-evestment-consultant-screening-consultant-routing-and-manager-screening-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "consultant_database_test", "status": "monitor", "strategy": "consultant routing and manager-screening", "subject_id": "mercerinsight-evestment-consultant-screening", "subject_name": "MercerInsight/eVestment consultant screening", "subject_type": "consultant_database", "updated_at": "2026-06-19 16:58:12"}
{"amount": "", "attrs": {"action": "Verify that the portal exposes DDQ, ODD, risk reporting, transparency evidence, and named research people in a way that supports consultant screening.", "asset_bundle": ["DDQ / ODD data-room packet", "Performance / factor / drawdown workbook", "Transcript / filing / expert-call appendix"], "pattern": "Aksia-style retrieval requires the diligence packet, risk pack, and named research contacts to be cleanly organized.", "sme_verify": "Can the portal answer the diligence question without forcing a separate staff lookup?", "source_path": "data/quant_pitch_calendar.json", "test_query": "Does the manager portal contain DDQ, ODD, risk reporting, and named research people in one place?"}, "confidence": 0.84, "created_at": "2026-06-19 16:58:12", "deadline": null, "id": "consultant-database-test-aksia-max-manager-portal-consultant-screening-and-diligence-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "consultant_database_test", "status": "monitor", "strategy": "consultant screening and diligence", "subject_id": "aksia-max-manager-portal", "subject_name": "Aksia MAX / Manager Portal", "subject_type": "consultant_database", "updated_at": "2026-06-19 16:58:12"}
{"amount": "", "attrs": {"action": "Restrict immediate outreach to NYC BAM, CalPERS proposal/eVestment, NYSCRF monthly disclosure cadence, GPIF/PIF registration gates, and other rows with official intake or deadline evidence.", "pattern": "Pitch-now value comes from official actionability, not signal volume.", "sme_verify": "Which pitch-now row would an allocator SME treat as a live buying workflow today?", "source_path": "docs/quant-pitch-now-validation.md; docs/quant-pitch-calendar.md"}, "confidence": 0.97, "created_at": "2026-06-19 17:00:30", "deadline": null, "id": "pitch-now-execution-lane-pitch-now-execution-lane-immediate-quant-hedge-fund-outreach-and-packet-production-2026-06-19-open", "next_review": null, "signal_date": "2026-06-19", "signal_type": "pitch_now_execution_lane", "status": "open", "strategy": "immediate quant hedge-fund outreach and packet production", "subject_id": "pitch-now-execution-lane", "subject_name": "Pitch-now execution lane", "subject_type": "process", "updated_at": "2026-06-19 17:00:30"}
{"amount": "", "attrs": {"action": "Keep SURS, VRS, Taproot, MassPRIM PCS, St. Jude/ALSAC, Chicago/Callan, and weak-source prime-broker rows in proof mode until the exact official packet, board record, annual report, disclosure, or SME call confirms current actionability.", "pattern": "Monitor-only rows can still be valuable, but pitching them as live demand creates false positives.", "sme_verify": "What official document or SME confirmation would promote each row from monitor to pitch-now?", "source_path": "docs/quant-pitch-now-validation.md; data/recovered_loop_tick72_low_performer_replacement_evidence_queue.json"}, "confidence": 0.93, "created_at": "2026-06-19 17:00:30", "deadline": null, "id": "proof-before-pitch-lane-monitor-proof-lane-official-source-and-sme-proof-before-outreach-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "proof_before_pitch_lane", "status": "monitor", "strategy": "official-source and SME proof before outreach", "subject_id": "monitor-proof-lane", "subject_name": "Monitor/proof lane", "subject_type": "process", "updated_at": "2026-06-19 17:00:30"}
{"amount": "", "attrs": {"action": "Produce four concrete artifacts first: NYC BAM response checklist, CalPERS eVestment/direct-proposal checklist, NYSCRF monthly transaction tape schema, and answer-engine query/asset matrix.", "pattern": "The highest-ranked rows all fail or convert at the packet-field level.", "sme_verify": "Which of the four artifacts changes real outreach behavior this week?", "source_path": "docs/quant-board-packet-extraction-queue.md; data/recovered_loop_tick72_parent_execution_gap_synthesis.json"}, "confidence": 0.94, "created_at": "2026-06-19 17:00:30", "deadline": null, "id": "artifact-sprint-immediate-packet-sprint-72-hour-packet-artifact-production-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "artifact_sprint", "status": "active", "strategy": "72-hour packet artifact production", "subject_id": "immediate-packet-sprint", "subject_name": "Immediate packet sprint", "subject_type": "process", "updated_at": "2026-06-19 17:00:30"}
{"amount": "", "attrs": {"action": "Attach a downgrade reason to each weak row: trade-press only, wrong-subject source, historical only, no exact URL, no current buyer action, no named decision owner, or no refill path.", "pattern": "A downgrade register makes the research useful for a quant hedge fund because it separates what can be pitched now from what must be verified.", "sme_verify": "Does the downgrade reason match how an allocator or consultant would reject the outreach premise?", "source_path": "docs/quant-pitch-now-validation.md; docs/quant-board-packet-extraction-queue.md"}, "confidence": 0.91, "created_at": "2026-06-19 17:00:30", "deadline": null, "id": "downgrade-register-official-proof-downgrade-register-source-quality-control-for-quant-gtm-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "downgrade_register", "status": "active", "strategy": "source-quality control for quant GTM", "subject_id": "official-proof-downgrade-register", "subject_name": "Official proof downgrade register", "subject_type": "process", "updated_at": "2026-06-19 17:00:30"}
{"amount": "", "attrs": {"action": "Complete the fielded response packet with notice PDF, attachments, addenda, consultant-database names, submission method, question deadline, award path, and replacement-cycle proof before outreach.", "pattern": "Search announcements only become pitch windows when the PDF, attachments, addenda, and award path are captured in one packet.", "required_packet_delta": "Notice PDF, addenda, attachments, consultant database names, submission method, question deadline, scope, participating systems, award path, and replacement-cycle proof.", "sme_verify": "Which consultant databases count for the July 15 requirement, and does the replacement cycle imply broader roster refresh?", "source_path": "docs/quant-pitch-calendar.md; docs/quant-board-packet-extraction-queue.md; data/recovered_loop_tick71_official_packet_download_and_field_queue.json; data/recovered_loop_tick72_parent_execution_gap_synthesis.json"}, "confidence": 0.98, "created_at": "2026-06-19 17:01:33", "deadline": "2026-07-15", "id": "execution-gap-nyc-bam-july-15-response-packet-requirements-passive-indexing-search-response-packet-2026-06-19-open", "next_review": null, "signal_date": "2026-06-19", "signal_type": "execution_gap", "status": "open", "strategy": "passive-indexing search response packet", "subject_id": "nyc-bam-july-15-response-packet-requirements", "subject_name": "NYC BAM July 15 response packet requirements", "subject_type": "public_pension_pitch_window", "updated_at": "2026-06-19 17:01:33"}
{"amount": "", "attrs": {"action": "Pin the consultant-database names, the exact submission method, the download form fields, and the question deadline so the packet can be routed without guesswork.", "pattern": "A notice page is not operationally complete until the database names and submission path are explicit.", "required_packet_delta": "consultant database names, submission method, contact email, PIN, bureau, download-form fields, and question deadline", "sme_verify": "Are the consultant databases external broker-dealer style registries, internal research databases, or both?", "source_path": "data/recovered_loop_tick70_parent_live_verified_official_sources.json; data/recovered_loop_tick71_official_packet_download_and_field_queue.json"}, "confidence": 0.96, "created_at": "2026-06-19 17:01:33", "deadline": "2026-07-15", "id": "consultant-submission-gap-nyc-bam-consultant-database-submission-workflow-consultant-database-submission-gated-notice-download-2026-06-19-open", "next_review": null, "signal_date": "2026-06-19", "signal_type": "consultant_submission_gap", "status": "open", "strategy": "consultant database submission / gated notice download", "subject_id": "nyc-bam-consultant-database-submission-workflow", "subject_name": "NYC BAM consultant-database submission workflow", "subject_type": "public_pension_surface", "updated_at": "2026-06-19 17:01:33"}
{"amount": "", "attrs": {"action": "Prepare adjacent systematic-manager outreach that maps cap-weighted, smart-beta, ESG, alt-weighted, and carbon index capabilities onto the notice scope and the participating systems list.", "pattern": "The scope language is broader than vanilla passive management and can support adjacent systematic index positioning where the implementation stack is similar.", "required_packet_delta": "scope language, participating systems, product taxonomy, and manager-to-systems mapping", "sme_verify": "Do TRS, NYSERS, Police, Fire, and BERS participate on the same mandate basis, or only some of them?", "source_path": "data/recovered_loop_tick70_parent_live_verified_official_sources.json; docs/quant-pitch-calendar.md"}, "confidence": 0.91, "created_at": "2026-06-19 17:01:33", "deadline": null, "id": "adjacent-positioning-signal-nyc-bam-adjacent-systematic-index-positioning-cap-weighted-smart-beta-esg-and-carbon-index-positioning-2026-06-19-open", "next_review": null, "signal_date": "2026-06-19", "signal_type": "adjacent_positioning_signal", "status": "open", "strategy": "cap-weighted, smart-beta, ESG, and carbon index positioning", "subject_id": "nyc-bam-adjacent-systematic-index-positioning", "subject_name": "NYC BAM adjacent systematic index positioning", "subject_type": "public_pension_surface", "updated_at": "2026-06-19 17:01:33"}
{"amount": "", "attrs": {"action": "Keep the VRS Orchard termination as monitor pending an official board packet, annual report, or disclosure; do not upgrade to active replacement demand from trade-press evidence alone.", "pattern": "Termination claims need a primary allocator record before they become replacement-pitch evidence.", "sme_verify": "Ask a VRS or public-pension credit SME whether Orchard was terminated for performance, fit, fee/liquidity, or a broader sleeve redesign, and what replaced the exposure?", "source_path": "data/recovered_loop_tick53_official_resourcing_triage.json; data/recovered_loop_tick57_official_source_upgrade_paths.json; data/recovered_loop_tick66_official_source_upgrade_targets.json"}, "confidence": 0.55, "created_at": "2026-06-19 17:02:17", "deadline": null, "id": "official-source-downgrade-vrs-orchard-liquid-credit-official-source-gap-liquid-credit-relative-value-replacement-verification-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "official_source_downgrade", "status": "monitor", "strategy": "liquid credit / relative-value replacement verification", "subject_id": "vrs-orchard-liquid-credit-official-source-gap", "subject_name": "VRS Orchard Liquid Credit official-source gap", "subject_type": "public_pension", "updated_at": "2026-06-19 17:55:01"}
{"amount": "", "attrs": {"action": "Use the SURS manager-decision row only as a reallocation hint until sleeve-specific evidence proves the long-vol termination claim.", "pattern": "A manager-reallocation record does not prove sleeve-level strategy demand without the detailed board packet.", "sme_verify": "What public board or annual-report document proves a current manager-review window for SURS Illinois?", "source_path": "data/recovered_loop_tick53_official_resourcing_triage.json; data/recovered_loop_tick57_official_source_upgrade_paths.json; data/recovered_loop_tick66_official_source_upgrade_targets.json"}, "confidence": 0.72, "created_at": "2026-06-19 17:02:17", "deadline": null, "id": "official-source-downgrade-surs-long-vol-termination-official-source-downgrade-long-vol-replacement-verification-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "official_source_downgrade", "status": "monitor", "strategy": "long-vol replacement verification", "subject_id": "surs-long-vol-termination-official-source-downgrade", "subject_name": "SURS long-vol termination official-source downgrade", "subject_type": "public_pension", "updated_at": "2026-06-19 17:55:01"}
{"amount": "", "attrs": {"action": "Keep MassPRIM as a monitor until a procurement, board record, or official platform document confirms the managed-account or PCS route.", "pattern": "Implementation-structure claims require primary plan records before they are used as allocator-specific pitch evidence.", "sme_verify": "Is the PCS route manager-facing, consultant-facing, or only internal?", "source_path": "docs/quant-pitch-calendar.md; data/recovered_loop_tick53_official_resourcing_triage.json; data/recovered_loop_tick57_official_source_upgrade_paths.json; data/recovered_loop_tick66_official_source_upgrade_targets.json"}, "confidence": 0.54, "created_at": "2026-06-19 17:02:17", "deadline": null, "id": "official-source-upgrade-path-massprim-managed-account-platform-pcs-proof-gap-managed-account-platform-pcs-verification-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "official_source_upgrade_path", "status": "monitor", "strategy": "managed-account platform / PCS verification", "subject_id": "massprim-managed-account-platform-pcs-proof-gap", "subject_name": "MassPRIM managed-account platform / PCS proof gap", "subject_type": "public_pension", "updated_at": "2026-06-19 17:02:17"}
{"amount": "", "attrs": {"action": "Split the merged Chicago row into plan-level rows and route outreach through the actual procurement and consultant surface that proves the buyer.", "pattern": "Merged metro clusters hide the real buyer and should be decomposed into official plan surfaces before pitch routing.", "sme_verify": "Does the current Chicago route go through CTPF, MEABF, Callan, or a separate consultant database first?", "source_path": "docs/quant-pitch-calendar.md; data/recovered_loop_tick53_official_resourcing_triage.json; data/recovered_loop_tick57_official_source_upgrade_paths.json; data/recovered_loop_tick61_hidden_gatekeeper_aeo_graph.json"}, "confidence": 0.78, "created_at": "2026-06-19 17:02:17", "deadline": null, "id": "source-remediation-chicago-pension-funds-cluster-plan-level-procurement-split-consultant-routing-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "source_remediation", "status": "monitor", "strategy": "plan-level procurement split / consultant routing", "subject_id": "chicago-pension-funds-cluster", "subject_name": "Chicago Pension Funds cluster", "subject_type": "public_pension_cluster", "updated_at": "2026-06-19 17:02:17"}
{"amount": "", "attrs": {"action": "Fetch the Callan search and alternatives surfaces, then normalize people, deadlines, and search status before treating it as a live route.", "pattern": "The consultant queue still needs child surfaces for alternatives consulting, manager evaluation, RFP watch, and named people.", "sme_verify": "Which Callan surface is the real manager-search entry point: consulting page, RFP network, or renewal notice?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md; data/recovered_loop_tick21_consultant_gap_signals.json; data/recovered_loop_tick55_consultant_child_nodes.json; data/recovered_loop_tick61_hidden_gatekeeper_aeo_graph.json"}, "confidence": 0.86, "created_at": "2026-06-19 17:02:17", "deadline": null, "id": "consultant-search-surface-callan-rfp-networks-consultant-search-and-rfp-routing-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "consultant_search_surface", "status": "monitor", "strategy": "consultant search and RFP routing", "subject_id": "callan-rfp-networks", "subject_name": "Callan / RFP networks", "subject_type": "consultant_network", "updated_at": "2026-06-19 17:02:17"}
{"amount": "", "attrs": {"action": "Use the St. Jude financial-information page only for scale, then upgrade the gatekeeper claim only when an official investment-office source, annual report, Form 990, or staff bio is present.", "pattern": "Hospital-endowment pitch rows need a first-party scale source plus a separate gatekeeper or allocation source.", "sme_verify": "Ask a hospital-endowment SME whether ALSAC or St. Jude directly screens liquid alternatives and which official document exposes the route.", "source_path": "data/recovered_loop_tick31_healthcare_insurance_signals.json; data/recovered_loop_tick57_official_source_upgrade_paths.json; data/recovered_loop_tick66_lp_family_office_routes.json"}, "confidence": 0.7, "created_at": "2026-06-19 17:02:17", "deadline": null, "id": "first-party-source-remediation-st-jude-alsac-first-party-source-remediation-liquid-alternatives-hedge-fund-gatekeeper-verification-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "first_party_source_remediation", "status": "monitor", "strategy": "liquid alternatives / hedge-fund gatekeeper verification", "subject_id": "st-jude-alsac-first-party-source-remediation", "subject_name": "St. Jude / ALSAC first-party source remediation", "subject_type": "hospital_endowment", "updated_at": "2026-06-19 17:55:01"}
{"amount": "", "attrs": {"action": "Normalize the mandatory onboarding and diligence fields across CAIS and iCapital before treating either platform as a submission route.", "pattern": "Platform surfaces are only actionable when mandatory fields and workflow gates are explicit.", "sme_verify": "Which advisor prompts and iCapital fields are decisive for hedge-fund onboarding?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md; data/recovered_loop_tick35_private_wealth_platform_signals.json; data/recovered_loop_tick61_source_family_acquisition_signals.json; data/recovered_loop_tick67_historical_motion_signals.json"}, "confidence": 0.92, "created_at": "2026-06-19 17:02:17", "deadline": null, "id": "platform-claim-proof-gap-cais-icapital-onboarding-field-proof-gap-private-wealth-onboarding-field-normalization-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "platform_claim_proof_gap", "status": "monitor", "strategy": "private-wealth onboarding / field normalization", "subject_id": "cais-icapital-onboarding-field-proof-gap", "subject_name": "CAIS / iCapital onboarding field proof gap", "subject_type": "vendor", "updated_at": "2026-06-19 17:02:17"}
{"amount": "", "attrs": {"action": "Use the secure portal for unsolicited or opportunistic submissions, and keep the diligence follow-up packet ready for review or adviser routing.", "pattern": "A standing portal turns CalPERS into a live intake surface even outside a formal RFP cycle.", "sme_verify": "Do unsolicited proposals get triaged centrally, asset-class-team routed, or referred out to an adviser first?", "source_path": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/investment-proposal-submission; data/recovered_loop_tick68_official_packet_source_upgrades.json"}, "confidence": 0.98, "created_at": "2026-06-19 17:02:30", "deadline": null, "id": "proposal-portal-intake-calpers-investment-proposal-submission-direct-investment-proposal-portal-liquid-quant-pitch-intake-2026-06-19-go", "next_review": null, "signal_date": "2026-06-19", "signal_type": "proposal_portal_intake", "status": "go", "strategy": "direct investment proposal portal / liquid quant pitch intake", "subject_id": "calpers-investment-proposal-submission", "subject_name": "CalPERS Investment Proposal Submission", "subject_type": "public_pension_surface", "updated_at": "2026-06-19 17:02:30"}
{"amount": "", "attrs": {"action": "Do not use the eVestment route unless every minimum qualification passes: firm history, strategy performance history, GIPS-compliant composites, firm AUM, strategy AUM, and SEC or equivalent registration.", "pattern": "Missing any one minimum is a hard no-go for the eVestment path; meeting all thresholds makes the route eligible.", "sme_verify": "For a systematic public strategy, is eVestment completeness enough on its own, or does CalPERS still want a direct staff introduction?", "source_path": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/public-investment-manager-opportunities; docs/quant-pitch-calendar.md"}, "confidence": 0.99, "created_at": "2026-06-19 17:02:30", "deadline": null, "id": "evestment-qualification-screen-calpers-public-investment-manager-opportunities-global-public-equity-and-fixed-income-manager-registration-2026-06-19-no-go", "next_review": null, "signal_date": "2026-06-19", "signal_type": "evestment_qualification_screen", "status": "no_go", "strategy": "global public equity and fixed-income manager registration", "subject_id": "calpers-public-investment-manager-opportunities", "subject_name": "CalPERS Public Investment Manager Opportunities", "subject_type": "public_pension_surface", "updated_at": "2026-06-19 17:02:30"}
{"amount": "", "attrs": {"action": "If the strategy misses any listed threshold, send the direct proposal packet with strategy summary, track record, implementation fit, fees, liquidity, risk controls, references, and submission path.", "pattern": "CalPERS explicitly provides a proposal route when minimum qualifications are not met.", "sme_verify": "Does the fallback packet go to the same reviewers as the eVestment path, or does it start in a separate intake queue?", "source_path": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/public-investment-manager-opportunities; https://www.calpers.ca.gov/investments/investment-manager-opportunities/investment-proposal-submission"}, "confidence": 0.96, "created_at": "2026-06-19 17:02:30", "deadline": null, "id": "direct-fallback-route-calpers-direct-proposal-fallback-packet-unsolicited-public-market-proposal-below-evestment-thresholds-2026-06-19-go", "next_review": null, "signal_date": "2026-06-19", "signal_type": "direct_fallback_route", "status": "go", "strategy": "unsolicited public-market proposal below eVestment thresholds", "subject_id": "calpers-direct-proposal-fallback-packet", "subject_name": "CalPERS direct proposal fallback packet", "subject_type": "public_pension_surface", "updated_at": "2026-06-19 17:02:30"}
{"amount": "", "attrs": {"action": "Keep the adviser referral lane on the checklist so a proposal can still advance after initial submission if CalPERS asks for more information or routes the review externally.", "pattern": "The proposal portal can resolve into additional diligence or an emerging-manager adviser review.", "sme_verify": "Does the referral happen only for emerging managers, or can a qualified public-market manager also be sent there?", "source_path": "https://www.calpers.ca.gov/investments/investment-manager-opportunities/investment-proposal-submission; data/recovered_loop_tick68_official_packet_source_upgrades.json"}, "confidence": 0.9, "created_at": "2026-06-19 17:02:30", "deadline": null, "id": "emerging-manager-referral-calpers-emerging-manager-adviser-referral-path-proposal-triage-and-reviewer-routing-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "emerging_manager_referral", "status": "monitor", "strategy": "proposal triage and reviewer routing", "subject_id": "calpers-emerging-manager-adviser-referral-path", "subject_name": "CalPERS emerging-manager adviser referral path", "subject_type": "public_pension_surface", "updated_at": "2026-06-19 17:02:30"}
{"amount": "", "attrs": {"action": "Frame the pitch around active-risk budget efficiency, liquidity, drawdown behavior, capacity, and implementation fit, not as a standalone hedge-fund bucket.", "pattern": "CalPERS-adjacent quant pitches land better when they are sold as total-fund completion and cross-asset implementation.", "sme_verify": "Which staff or consultant role actually translates the total-portfolio framework into an external-manager screen?", "source_path": "docs/quant-pitch-calendar.md; data/recovered_loop_tick67_historical_motion_signals.json; data/recovered_loop_tick68_parent_decision_command_center.json"}, "confidence": 0.97, "created_at": "2026-06-19 17:02:30", "deadline": null, "id": "total-fund-framing-calpers-total-fund-completion-framing-total-portfolio-completion-active-risk-efficient-public-market-sleeve-2026-06-19-go", "next_review": null, "signal_date": "2026-06-19", "signal_type": "total_fund_framing", "status": "go", "strategy": "total portfolio completion / active-risk-efficient public-market sleeve", "subject_id": "calpers-total-fund-completion-framing", "subject_name": "CalPERS total-fund completion framing", "subject_type": "public_pension", "updated_at": "2026-06-19 17:02:30"}
{"amount": "", "attrs": {"action": "Publish advisor one-pagers, model-portfolio fit briefs, liquidity/fee explainers, and Q&A blocks so CAIS and Claude can retrieve the manager cleanly for liquid-alts prompts.", "pattern": "Advisor platforms turn alternatives access into workflow, education, and model-portfolio compatibility problems rather than only performance-selection problems.", "sme_verify": "Which CAIS surface is the real retrieval entry point for advisor search?", "source_path": "data/recovered_loop_tick67_aeo_geo_chatbot_content_requirements.json"}, "confidence": 0.84, "created_at": "2026-06-19 17:31:28", "deadline": null, "id": "gatekeeper-channel-cais-x-claude-cais-advisor-intelligence-advisor-alternatives-platform-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "gatekeeper_channel", "status": "active", "strategy": "advisor alternatives platform", "subject_id": "cais-x-claude-cais-advisor-intelligence", "subject_name": "CAIS x Claude / CAIS advisor intelligence", "subject_type": "vendor", "updated_at": "2026-06-19 17:31:28"}
{"amount": "", "attrs": {"action": "Treat iCapital as a distribution gatekeeper for private banks, RIAs, and family offices; prepare platform-compatible fund data, subscription docs, education copy, and advisor-facing comparison tables.", "pattern": "A platform rail controls whether an advisor can operationally recommend a hedge fund even if the investment thesis is strong.", "sme_verify": "Does the iCapital route expose exportable DDQ and fund-data fields or only a gated record view?", "source_path": "data/recovered_loop_tick42_workflow_retrieval_surfaces.json"}, "confidence": 0.87, "created_at": "2026-06-19 17:31:28", "deadline": null, "id": "gatekeeper-channel-icapital-marketplace-due-diligence-wealth-platform-alternatives-rails-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "gatekeeper_channel", "status": "active", "strategy": "wealth platform / alternatives rails", "subject_id": "icapital-marketplace-due-diligence", "subject_name": "iCapital Marketplace / Due Diligence", "subject_type": "vendor", "updated_at": "2026-06-19 17:31:28"}
{"amount": "", "attrs": {"action": "Benchmark quant hedge-fund distribution against private-markets SMA wrappers; prepare managed-account, evergreen, and advisor-platform compatibility answers.", "pattern": "When major wealth platforms launch private-market SMAs, alternatives distribution shifts toward wrappers that solve access, education, and operations for advisors.", "sme_verify": "Does the platform accept live manager onboarding, or only packaged fund wrappers with advisor-friendly reporting?", "source_path": "data/recovered_loop_tick36_private_wealth_platform_signals.json"}, "confidence": 0.89, "created_at": "2026-06-19 17:31:28", "deadline": null, "id": "distribution-channel-change-morgan-stanley-wealth-management-blackrock-private-markets-sma-wrapper-private-markets-sma-alternatives-wrapper-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "distribution_channel_change", "status": "active", "strategy": "private markets SMA / alternatives wrapper", "subject_id": "morgan-stanley-wealth-management-blackrock-private-markets-sma-wrapper", "subject_name": "Morgan Stanley Wealth Management / BlackRock private-markets SMA wrapper", "subject_type": "vendor", "updated_at": "2026-06-19 17:31:28"}
{"amount": "", "attrs": {"action": "Keep J.P. Morgan Private Bank on monitor until a public J.P. Morgan-owned research note, report page, or event page proves the family-office route.", "pattern": "Private banks can intermediate hedge-fund demand from UHNW and family-office clients before direct manager meetings occur, but the route should stay gated until a first-party surface appears.", "sme_verify": "Which J.P. Morgan-owned page or event surface is the cleanest proof of an active family-office research route?", "source_path": "docs/quant-pitch-calendar.md"}, "confidence": 0.72, "created_at": "2026-06-19 17:31:28", "deadline": null, "id": "monitor-only-route-j-p-morgan-private-bank-research-private-bank-wealth-allocator-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "monitor_only_route", "status": "monitor", "strategy": "private bank / wealth allocator", "subject_id": "j-p-morgan-private-bank-research", "subject_name": "J.P. Morgan Private Bank research", "subject_type": "vendor", "updated_at": "2026-06-19 17:31:28"}
{"amount": "", "attrs": {"action": "Normalize each monthly disclosure row into a tape with manager_name, manager_status, transaction_type, asset_class, placement_agent_status, amount, close_date, and document_url so hires and terminations can be queried by strategy.", "pattern": "Monthly disclosures become actionable only when the row-level fields are separated cleanly enough to distinguish fresh manager hires, terminations, and routine follow-on transactions.", "sme_verify": "Which monthly-disclosure rows are true manager openings or replacements versus routine capital calls, follow-ons, or internal reallocations?", "source_path": "https://www.osc.ny.gov/files/common-retirement-fund/pdf/march-2026.pdf; docs/quant-board-packet-extraction-queue.md; docs/quant-pitch-calendar.md"}, "confidence": 0.96, "created_at": "2026-06-19 17:31:28", "deadline": null, "id": "artifact-extraction-nyscrf-monthly-disclosure-tape-schema-monthly-disclosure-manager-hire-and-transaction-tape-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "artifact_extraction", "status": "active", "strategy": "monthly disclosure / manager-hire and transaction tape", "subject_id": "nyscrf-monthly-disclosure-tape-schema", "subject_name": "NYSCRF monthly disclosure tape schema", "subject_type": "public_pension_surface", "updated_at": "2026-06-19 17:31:28"}
{"amount": "", "attrs": {"action": "Classify each row as hire, termination, follow-on, amendment, or other transaction type before attaching a quant pitch label; preserve placement-agent status and amount as separate fields.", "pattern": "A disclosure row is not yet a signal until the transaction type and manager-status fields explain whether capital is being deployed, recycled, or removed.", "sme_verify": "Does NYSCRF use a consistent internal taxonomy for transaction type, or do some rows require manual interpretation from the PDF narrative?", "source_path": "docs/quant-board-packet-extraction-queue.md; docs/quant-pitch-calendar.md; data/recovered_loop_tick65_board_packet_extraction_targets.json"}, "confidence": 0.93, "created_at": "2026-06-19 17:31:28", "deadline": null, "id": "execution-gap-nyscrf-monthly-disclosure-row-classification-hire-termination-transaction-classification-2026-06-19-open", "next_review": null, "signal_date": "2026-06-19", "signal_type": "execution_gap", "status": "open", "strategy": "hire / termination / transaction classification", "subject_id": "nyscrf-monthly-disclosure-row-classification", "subject_name": "NYSCRF monthly disclosure row classification", "subject_type": "public_pension_surface", "updated_at": "2026-06-19 17:31:28"}
{"amount": "", "attrs": {"action": "Extract eligibility, AUM threshold, asset-class parameters, allocation path, graduation criteria, and program contact into a routing packet for systematic managers that are small enough to fit the program.", "pattern": "Emerging-manager pages are standing pipeline surfaces, so the useful signal is the route into allocation and graduation, not just a generic program description.", "sme_verify": "Does the emerging-manager intake differ for systematic liquid strategies versus private markets or long-only public markets?", "source_path": "https://www.osc.ny.gov/common-retirement-fund/emerging-manager; docs/quant-board-packet-extraction-queue.md; docs/quant-pitch-calendar.md"}, "confidence": 0.95, "created_at": "2026-06-19 17:31:28", "deadline": null, "id": "artifact-extraction-nyscrf-emerging-manager-packet-schema-emerging-manager-eligibility-graduation-allocation-route-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "artifact_extraction", "status": "active", "strategy": "emerging-manager eligibility / graduation / allocation route", "subject_id": "nyscrf-emerging-manager-packet-schema", "subject_name": "NYSCRF emerging-manager packet schema", "subject_type": "public_pension_surface", "updated_at": "2026-06-19 17:31:28"}
{"amount": "", "attrs": {"action": "Watch the program for graduation language, partner changes, and asset-class reclassification so the strategy can move from eligibility packet to allocation-ready packet.", "pattern": "The conversion point is graduation language: once eligibility and asset-class fit are clear, the pitch should shift from entry to allocation conversion.", "sme_verify": "Which program event actually flips a manager from emerging-manager review into allocation consideration?", "source_path": "docs/quant-pitch-calendar.md; data/recovered_loop_tick65_board_packet_extraction_targets.json"}, "confidence": 0.9, "created_at": "2026-06-19 17:31:28", "deadline": null, "id": "routing-monitor-nyscrf-emerging-manager-graduation-watch-emerging-manager-graduation-allocation-conversion-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "routing_monitor", "status": "monitor", "strategy": "emerging-manager graduation / allocation conversion", "subject_id": "nyscrf-emerging-manager-graduation-watch", "subject_name": "NYSCRF emerging-manager graduation watch", "subject_type": "public_pension_surface", "updated_at": "2026-06-19 17:31:28"}
{"amount": "", "attrs": {"action": "Use Jase Auby and Britt Harris as the named TRS anchors, then map any July agenda speaker, committee, approval, or vote line back to the investment-governance route.", "deadline_or_window": "2026-07-16 to 2026-07-17", "pattern": "The corpus repeatedly names the same TRS CIO lineage, which makes those people the right anchors for board-packet follow-up.", "required_packet_delta": "named_person, committee, speaker, agenda_item, vote, approval, manager_change", "sme_verify": "Which TRS agenda items are actually spoken to by Jase Auby or Britt Harris, and which are handled by other staff?", "source_path": "data/recovered_loop_tick74_trs_utimco_board_materials_action_queue.json; data/recovered_batches/extracted_tick10_lps.json; data/recovered_loop_tick63_board_packet_named_people.json"}, "confidence": 0.84, "created_at": "2026-06-19 17:31:28", "deadline": null, "id": "named-gatekeeper-route-trs-named-decision-makers-committee-and-cio-mapping-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "named_gatekeeper_route", "status": "active", "strategy": "committee and CIO mapping", "subject_id": "trs-named-decision-makers", "subject_name": "TRS named decision-makers", "subject_type": "public_pension", "updated_at": "2026-06-19 17:37:28"}
{"amount": "", "attrs": {"action": "Use the meeting archive to extract agenda, minutes, book, and audio rows for the June 18 meeting and normalize any allocation or manager items.", "pattern": "The archive becomes pitchable when agenda/book/audio rows reveal allocation motion.", "required_packet_delta": "meeting_date, agenda_url, book_url, audio_url, book_section, agenda_item, allocation_item, manager_item, approval, person_or_board_member", "sme_verify": "Which UTIMCO archive fields are actually posted for June 18, 2026, and is there any audio URL beyond the board row?", "source_path": "https://www.utimco.org/meeting-resources/; docs/quant-board-packet-extraction-queue.md; data/recovered_loop_tick68_official_packet_extraction_plan.json"}, "confidence": 0.94, "created_at": "2026-06-19 17:31:28", "deadline": null, "id": "artifact-extraction-utimco-meeting-resources-board-archive-allocation-and-manager-change-detector-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "artifact_extraction", "status": "active", "strategy": "board archive / allocation and manager-change detector", "subject_id": "utimco-meeting-resources", "subject_name": "UTIMCO Meeting Resources", "subject_type": "endowment_board", "updated_at": "2026-06-19 17:31:28"}
{"amount": "", "attrs": {"action": "Ask the SME to classify each row as live funding demand, official monitor, stale archive, manager-review cadence, or negative evidence; bring the NYC BAM notice page, CalPERS pages, NYSCRF monthly schema, TRS/UTIMCO board queue, and Florida SBA future-solicitation fields.", "classification_output": ["pitch_now", "monitor", "negative", "stale", "needs_official_packet"], "pattern": "Funding-cycle claims need a workflow classification, not a yes/no answer.", "question_bank": ["Which current surfaces are open requests versus standing intake?", "Which board or monthly-disclosure row implies fresh manager demand?", "Which packet field changes an outreach route this week?", "Which official document would you cite in the first paragraph of the pitch?"], "sme_verify": "Which surface represents a current buyer action rather than only a public information source?", "source_path": "docs/quant-board-packet-extraction-queue.md; data/recovered_loop_tick74_nyscrf_monthly_tape_schema_and_actions.json"}, "confidence": 0.92, "created_at": "2026-06-19 17:34:00", "deadline": null, "id": "sme-script-funding-cycle-sme-script-funding-cycle-and-open-request-verification-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "sme_script", "status": "active", "strategy": "funding cycle and open request verification", "subject_id": "funding-cycle-sme-script", "subject_name": "Funding-cycle SME script", "subject_type": "process", "updated_at": "2026-06-19 17:34:00"}
{"amount": "", "attrs": {"action": "Ask the SME to assign each replacement row a reason category, sleeve, incumbent, consultant, refill path, evidence type, and timing; bring VRS, SURS, Taproot, NYC BAM, CalPERS board, NYSCRF tape, and MassPRIM proof-gap rows.", "classification_output": ["refill_likely", "category_exit", "monitor_only", "trade_press_only", "official_packet_needed"], "pattern": "Termination becomes actionable only when the sleeve and refill path are confirmed.", "question_bank": ["Was the change performance-driven, fee-driven, liquidity-driven, governance-driven, or a broader sleeve redesign?", "Was capital reallocated, parked, or removed from the category?", "Which consultant or staff owner controls the replacement path?", "What official packet proves the reason and replacement plan?"], "sme_verify": "Which artifact usually precedes a replacement search: board minute, consultant memo, monthly disclosure, database update, or direct staff outreach?", "source_path": "data/recovered_loop_tick72_low_performer_replacement_evidence_queue.json; data/recovered_loop_tick73_official_source_downgrade_and_proof_queue.json"}, "confidence": 0.91, "created_at": "2026-06-19 17:34:00", "deadline": null, "id": "sme-script-low-performer-replacement-sme-script-underperformance-and-manager-replacement-verification-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "sme_script", "status": "active", "strategy": "underperformance and manager-replacement verification", "subject_id": "low-performer-replacement-sme-script", "subject_name": "Low-performer replacement SME script", "subject_type": "process", "updated_at": "2026-06-19 17:34:00"}
{"amount": "", "attrs": {"action": "Ask platform SMEs to identify mandatory fields, blocking fields, subscription workflow, all-in economics language, model-portfolio fit requirements, DDQ/ODD gates, and advisor prompt behavior.", "classification_output": ["ready_for_platform_packet", "missing_mandatory_fields", "wrapper_only", "advisor_prompt_unknown", "monitor_only"], "pattern": "Platform visibility is not actionable unless mandatory fields and workflow gates are explicit.", "question_bank": ["Which fields are mandatory for listing or shortlist inclusion?", "Which fields are visible to advisors versus internal diligence only?", "Does the platform accept direct manager onboarding or only packaged wrappers?", "What exact prompt or filter causes a manager to appear?"], "sme_verify": "Which onboarding field or advisor prompt is decisive for recommendation?", "source_path": "data/recovered_loop_tick74_private_wealth_platform_onboarding_fields.json; docs/quant-consultant-private-wealth-extraction-queue.md"}, "confidence": 0.9, "created_at": "2026-06-19 17:34:00", "deadline": null, "id": "sme-script-platform-gate-sme-script-consultant-and-private-wealth-platform-onboarding-verification-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "sme_script", "status": "active", "strategy": "consultant and private-wealth platform onboarding verification", "subject_id": "platform-gate-sme-script", "subject_name": "Platform-gate SME script", "subject_type": "process", "updated_at": "2026-06-19 17:34:00"}
{"amount": "", "attrs": {"action": "Ask target users which tools they actually use for first-pass manager research, memo drafting, internal retrieval, and advisor prompts; map each answer to a packet asset and failure mode.", "classification_output": ["public_answer_engine", "consultant_database", "advisor_platform", "enterprise_copilot", "finance_research_workspace"], "pattern": "AEO/GEO matters only on the tools the buyer actually trusts for the decision stage.", "question_bank": ["Which tool do you use first for manager comparison?", "Which tool do you use to retrieve internal memos and DDQs?", "Which tool do advisors use for model-portfolio fit?", "What answer would cause you to reject a manager before a meeting?"], "sme_verify": "Which retrieval surface shapes the first shortlist for this decision maker?", "source_path": "data/recovered_loop_tick72_decision_maker_chatbot_and_aeo_test_plan.json; docs/quant-aeo-geo-monitoring-matrix.md"}, "confidence": 0.88, "created_at": "2026-06-19 17:34:00", "deadline": null, "id": "sme-script-chatbot-and-answer-engine-usage-sme-script-decision-maker-tool-usage-and-aeo-geo-priority-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "sme_script", "status": "active", "strategy": "decision-maker tool usage and AEO/GEO priority", "subject_id": "chatbot-and-answer-engine-usage-sme-script", "subject_name": "Chatbot and answer-engine usage SME script", "subject_type": "process", "updated_at": "2026-06-19 17:34:00"}
{"amount": "", "attrs": {"action": "Open the TRS board materials archive and capture the July 16-17, 2026 board bundle, including agenda, summary, recording, and any manager-change references.", "deadline_or_window": "2026-07-16 to 2026-07-17", "pattern": "The archive is organized by meeting date, so the July 2026 packet should be extracted as a date-specific board-book set rather than a generic archive row.", "required_packet_delta": "board_date, agenda_item, approval, vote, speaker, committee, manager_change, board_book_url, summary_url, recording_url, document_url", "sme_verify": "Ask a Texas public-pension SME which TRS board-book sections usually reveal manager changes before public allocation reports.", "source_path": "https://trs.texas.gov/about/trustees/board-meeting-materials; docs/quant-board-packet-extraction-queue.md; data/recovered_loop_tick55_board_artifact_extraction_signals.json"}, "confidence": 0.86, "created_at": "2026-06-19 17:37:28", "deadline": null, "id": "artifact-extraction-trs-texas-july-2026-board-materials-board-book-agenda-manager-change-extraction-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "artifact_extraction", "status": "active", "strategy": "board book / agenda / manager-change extraction", "subject_id": "trs-texas-july-2026-board-materials", "subject_name": "TRS Texas July 2026 board materials", "subject_type": "public_pension", "updated_at": "2026-06-19 17:37:28"}
{"amount": "", "attrs": {"action": "Monitor the June 23 committee calendar and linked materials for investment, finance, and admin review items.", "deadline_or_window": "2026-06-23", "pattern": "KCERA posts agendas online and the calendar shows a June 23, 2026 Finance Committee meeting.", "required_packet_delta": "board agenda item, committee packet, procurement reference, open-RFP status, manager-review cue", "sme_verify": "Does the relevant signal surface on the committee calendar, the board agenda, or only a later packet?", "source_path": "https://www.kcera.org/board-meeting-agendas-minutes; data/quant_pitch_calendar.json"}, "confidence": 0.95, "created_at": "2026-06-19 17:37:28", "deadline": null, "id": "calendar-monitor-kcera-finance-committee-june-2026-finance-investment-admin-review-monitor-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "calendar_monitor", "status": "monitor", "strategy": "finance / investment / admin review monitor", "subject_id": "kcera-finance-committee-june-2026", "subject_name": "KCERA Finance Committee June 2026", "subject_type": "public_pension", "updated_at": "2026-06-19 17:37:28"}
{"amount": "", "attrs": {"action": "Pair the board agenda archive with the RFP page and use both to detect replacement motions and manager-review cues.", "deadline_or_window": "2026-06-23", "pattern": "A negative official RFP page is still useful when paired with recurring board and committee agenda monitoring.", "required_packet_delta": "RFP response pack, fee/liquidity schedule, implementation plan, references", "sme_verify": "Does KCERA announce investment-manager searches on the RFP page first, or through board and investment committee agenda packets?", "source_path": "docs/quant-board-packet-extraction-queue.md; data/quant_pitch_calendar.json"}, "confidence": 0.9, "created_at": "2026-06-19 17:37:28", "deadline": null, "id": "negative-rfp-monitor-kcera-board-and-rfp-cadence-board-agendas-minutes-plus-open-cycle-rfp-watch-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "negative_rfp_monitor", "status": "monitor", "strategy": "board agendas/minutes plus open-cycle RFP watch", "subject_id": "kcera-board-and-rfp-cadence", "subject_name": "KCERA board and RFP cadence", "subject_type": "public_pension", "updated_at": "2026-06-19 17:37:28"}
{"amount": "", "attrs": {"action": "Backfill the current speaker roster, sponsor names, exhibitor list, and meeting-booking path so the cap-intro surface becomes a routable allocator node instead of a historical conference reference.", "deadline_or_window": "ongoing 2026 cycle", "pattern": "The corpus has historical speaker history and attendee scale, but not a normalized current-cycle roster or sponsor workflow.", "required_packet_delta": "current_cycle_speakers, sponsor_names, exhibitor_list, meeting_booking_url, allocator_contacts", "sme_verify": "Does iConnections expose a live meeting-booking workflow or only conference branding and historical speaker lists?", "source_path": "data/recovered_batches/extracted_tick10_conferences.json; data/recovered_loop_tick65_event_roster_sponsor_depth.json"}, "confidence": 0.93, "created_at": "2026-06-19 17:37:28", "deadline": null, "id": "event-field-extraction-iconnections-global-alts-cap-intro-meeting-booking-and-allocator-routing-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "event_field_extraction", "status": "active", "strategy": "cap-intro meeting-booking and allocator routing", "subject_id": "iconnections-global-alts", "subject_name": "iConnections Global Alts", "subject_type": "conference", "updated_at": "2026-06-19 17:37:28"}
{"amount": "", "attrs": {"action": "Apply as an asset manager or hedge fund and prepare allocator-facing materials for macro, quant, fintech-adjacent alpha, and bilateral-networking conversations.", "deadline_or_window": "2026-11-03 to 2026-11-04", "pattern": "SALT London exposes an approved-registration gate, asset-manager and allocator categories, and explicit bilateral networking.", "required_packet_delta": "approved-registration application, hedge fund category fit, allocator one-pager, macro/quant thesis, meeting-request script, sponsor inquiry follow-up", "sme_verify": "Does SALT London allocate meetings through approval-only registration, sponsor access, or a separate event app workflow?", "source_path": "data/recovered_loop_tick65_live_event_routes.json; data/recovered_loop_tick65_event_roster_sponsor_depth.json"}, "confidence": 0.98, "created_at": "2026-06-19 17:37:28", "deadline": null, "id": "official-event-route-salt-london-2026-london-alternative-investment-allocator-route-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "official_event_route", "status": "active", "strategy": "London alternative-investment allocator route", "subject_id": "salt-london-2026", "subject_name": "SALT London 2026", "subject_type": "conference", "updated_at": "2026-06-19 17:37:28"}
{"amount": "", "attrs": {"action": "Treat Sohn as an influence and proof-point surface; map the regional chapters to idea-pitch, speaker, and allocator-observer routes.", "deadline_or_window": "2026-05-12 to 2026-11-06", "pattern": "Sohn conferences are recurring global idea-presentation venues for leading fund managers and top investors.", "required_packet_delta": "region-specific event dates, speaker or idea-contest route, sponsor contact, allocator-observer list, post-event media-monitor plan", "sme_verify": "Which 2026 Sohn chapters still expose manager speaker access versus only philanthropic attendee access?", "source_path": "data/recovered_loop_tick65_live_event_routes.json; data/recovered_loop_tick65_event_roster_sponsor_depth.json"}, "confidence": 0.94, "created_at": "2026-06-19 17:37:28", "deadline": null, "id": "official-event-route-sohn-conference-foundation-2026-global-conferences-hedge-fund-idea-conference-and-influence-network-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "official_event_route", "status": "active", "strategy": "hedge-fund idea conference and influence network", "subject_id": "sohn-conference-foundation-2026-global-conferences", "subject_name": "Sohn Conference Foundation 2026 global conferences", "subject_type": "conference", "updated_at": "2026-06-19 17:37:28"}
{"amount": "", "attrs": {"action": "Extract event_date, city, speaker_name, sponsor_name, registration_url, audience_type, and selection_category so APB can answer who the forum is for and how to access it.", "deadline_or_window": "2026-07-09 and 2026-10-15", "pattern": "The corpus already maps APB into event, intelligence, and selection surfaces, so the missing work is normalized roster and access fields.", "required_packet_delta": "event_date, city, speaker_name, speaker_firm, sponsor_name, registration_url, audience_type, selection_category", "sme_verify": "Which APB page exposes the strongest current speaker and sponsor metadata: the summit page, the selection nexus, or the intelligence feed?", "source_path": "docs/quant-pitch-calendar.md; data/recovered_loop_tick62_apac_mena_private_wealth_routes.json"}, "confidence": 0.97, "created_at": "2026-06-19 17:37:28", "deadline": null, "id": "private-wealth-event-route-asian-private-banker-intelligence-apac-private-bank-people-move-and-summit-routing-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "private_wealth_event_route", "status": "active", "strategy": "APAC private-bank people-move and summit routing", "subject_id": "asian-private-banker-intelligence", "subject_name": "Asian Private Banker intelligence", "subject_type": "vendor", "updated_at": "2026-06-19 17:37:28"}
{"amount": "", "attrs": {"action": "Extract event_date, city, sponsor_name, speaker_name, topic, wealth_firm, and registration_path from the forum schedule and route each event into a reusable outreach packet.", "deadline_or_window": "ongoing 2026 forum cycle", "pattern": "The local corpus already exposes register, sponsor, and speak paths, but per-event metadata still needs a thinner extraction layer.", "required_packet_delta": "event_date, city, speaker_name, speaker_firm, sponsor_name, topic, registration_path", "sme_verify": "Which Hubbis page is most reliable for current sponsors and speakers: forum PDF, register page, or speak page?", "source_path": "docs/quant-pitch-calendar.md; data/recovered_loop_tick62_apac_mena_private_wealth_routes.json"}, "confidence": 0.96, "created_at": "2026-06-19 17:37:28", "deadline": null, "id": "private-wealth-event-route-hubbis-event-route-apac-and-middle-east-private-wealth-routing-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "private_wealth_event_route", "status": "active", "strategy": "APAC and Middle East private-wealth routing", "subject_id": "hubbis-event-route", "subject_name": "Hubbis event route", "subject_type": "vendor", "updated_at": "2026-06-19 17:37:28"}
{"amount": "", "attrs": {"action": "Use Millennium, Citadel, Balyasny, Point72, Schonfeld, and D.E. Shaw as the peer set when the buyer is reallocating inside a multi-strategy budget; answer with an RFP response pack plus fee/liquidity schedule, implementation plan, and references.", "pattern": "Multi-strategy replacement conversations usually start with capacity, talent concentration, drawdown control, and implementation friction rather than with pure alpha claims.", "sme_verify": "Is the allocator replacing a single multi-strategy platform, adding a second platform, or just re-benchmarking the sleeve?", "source_path": "data/recovered_batches/extracted_tick10_hedge_funds.json; docs/quant-pitch-calendar.md; data/recovered_loop_tick68_fund_manager_universe_gap_closure.json"}, "confidence": 0.94, "created_at": "2026-06-19 17:37:48", "deadline": null, "id": "multi-strategy-competitive-cluster-multi-strategy-replacement-cluster-multi-strategy-hedge-funds-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "multi_strategy_competitive_cluster", "status": "active", "strategy": "multi-strategy hedge funds", "subject_id": "multi-strategy-replacement-cluster", "subject_name": "Multi-strategy replacement cluster", "subject_type": "fund_cluster", "updated_at": "2026-06-19 17:37:48"}
{"amount": "", "attrs": {"action": "Use AQR, Man Group, Two Sigma, Qube, Winton, and D.E. Shaw as the peer set when the allocator wants hedge-fund-like exposures with cleaner data lineage; answer with a systematic one-pager, transparency appendix, and bank-QIS comparison copy.", "pattern": "Systematic allocations replace opaque hedge-fund language when the gatekeeper wants repeatability, capacity control, and model-portfolio compatibility.", "sme_verify": "Does the buyer want a hedge fund, a liquid wrapper, or a bank-style QIS substitute?", "source_path": "data/recovered_batches/extracted_tick10_hedge_funds.json; data/recovered_loop_tick14_quant_actionable_signals.json; data/recovered_loop_tick21_private_wealth_signals.json; docs/quant-aeo-geo-content-backlog.md"}, "confidence": 0.95, "created_at": "2026-06-19 17:37:48", "deadline": null, "id": "systematic-competitive-cluster-systematic-quant-replacement-cluster-systematic-quantitative-hedge-funds-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "systematic_competitive_cluster", "status": "active", "strategy": "systematic / quantitative hedge funds", "subject_id": "systematic-quant-replacement-cluster", "subject_name": "Systematic / quant replacement cluster", "subject_type": "fund_cluster", "updated_at": "2026-06-19 17:37:48"}
{"amount": "", "attrs": {"action": "Use Bridgewater, Brevan Howard, Tudor, Garda, Capula, and Rokos as the peer set when buyers want drawdown-aware exposure; answer with an allocator memo, source-backed FAQ, and risk/performance appendix.", "pattern": "Macro and relative-value replacement conversations are driven by crisis-alpha, rates, FX, and dislocation logic rather than by equity beta appetite.", "sme_verify": "Is the replacement meant to hedge the portfolio, harvest dislocation, or just diversify away from equity beta?", "source_path": "data/recovered_batches/extracted_tick10_hedge_funds.json; docs/quant-pitch-calendar.md; data/recovered_loop_tick21_live_allocator_signals.json"}, "confidence": 0.91, "created_at": "2026-06-19 17:37:48", "deadline": null, "id": "macro-relative-value-competitive-cluster-macro-relative-value-replacement-cluster-macro-and-relative-value-hedge-funds-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "macro_relative_value_competitive_cluster", "status": "active", "strategy": "macro and relative-value hedge funds", "subject_id": "macro-relative-value-replacement-cluster", "subject_name": "Macro / relative-value replacement cluster", "subject_type": "fund_cluster", "updated_at": "2026-06-19 17:37:48"}
{"amount": "", "attrs": {"action": "Use HPS, Blue Owl, Benefit Street, Golub, Monroe, Antares, Oaktree, Oak Hill, and Crescent as the peer set when a liquid-credit sleeve gets pruned; answer with a transition packet, fee/liquidity schedule, risk-comparison table, and consultant-ready DDQ.", "pattern": "A liquid-credit termination is usually a fit, performance, or structure problem that opens a replacement search rather than a category exit.", "sme_verify": "Did the capital leave credit entirely, or did it move to another credit manager or structure?", "source_path": "data/recovered_batches/extracted_tick9_credit_real_assets.json; docs/quant-pitch-calendar.md; data/recovered_loop_tick72_low_performer_replacement_evidence_queue.json"}, "confidence": 0.88, "created_at": "2026-06-19 17:37:48", "deadline": null, "id": "liquid-credit-replacement-cluster-liquid-credit-replacement-cluster-liquid-credit-sleeve-replacement-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "liquid_credit_replacement_cluster", "status": "monitor", "strategy": "liquid credit sleeve replacement", "subject_id": "liquid-credit-replacement-cluster", "subject_name": "Liquid credit replacement cluster", "subject_type": "fund_cluster", "updated_at": "2026-06-19 17:37:48"}
{"amount": "", "attrs": {"action": "Use Capula, Laurion, Brevan Howard, and Rokos as the peer set when a long-vol sleeve is under review; answer with a crisis-alpha comparison packet, carry-cost analysis, and drawdown table.", "pattern": "Long-vol replacement reviews force the allocator to decide whether protection is still worth the carry and whether the sleeve should be refilled, redesigned, or closed.", "sme_verify": "Should the sleeve be refilled, redesigned, or closed entirely?", "source_path": "data/recovered_batches/extracted_tick10_hedge_funds.json; docs/quant-pitch-calendar.md; data/recovered_loop_tick72_low_performer_replacement_evidence_queue.json; data/recovered_loop_tick73_official_source_downgrade_and_proof_queue.json"}, "confidence": 0.87, "created_at": "2026-06-19 17:37:48", "deadline": null, "id": "crisis-alpha-long-vol-replacement-cluster-crisis-alpha-long-vol-replacement-cluster-long-volatility-crisis-alpha-risk-mitigation-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "crisis_alpha_long_vol_replacement_cluster", "status": "monitor", "strategy": "long volatility / crisis alpha / risk mitigation", "subject_id": "crisis-alpha-long-vol-replacement-cluster", "subject_name": "Crisis alpha / long-vol replacement cluster", "subject_type": "fund_cluster", "updated_at": "2026-06-19 17:37:48"}
{"amount": "", "attrs": {"action": "Use JPMorgan, Goldman Sachs, Morgan Stanley, and Citigroup as the bank peer set, with AQR, Man Group, and Two Sigma as the independent set; answer with a QIS comparison packet that separates convenience from control, portability, and transparency.", "pattern": "QIS acceptance sets the frame, but buyers still need to decide whether they want bank convenience or independent-manager implementation.", "sme_verify": "Does the allocator care more about bank integration, or about the portability and control of an independent manager?", "source_path": "data/recovered_loop_tick14_quant_actionable_signals.json; docs/quant-aeo-geo-content-backlog.md; data/recovered_loop_tick55_aeo_geo_workflow_signals.json"}, "confidence": 0.95, "created_at": "2026-06-19 17:37:48", "deadline": null, "id": "qis-bank-substitute-cluster-qis-bank-substitute-cluster-qis-systematic-trading-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "qis_bank_substitute_cluster", "status": "active", "strategy": "QIS / systematic trading", "subject_id": "qis-bank-substitute-cluster", "subject_name": "QIS / bank substitute cluster", "subject_type": "market_cluster", "updated_at": "2026-06-19 17:37:48"}
{"amount": "", "attrs": {"action": "Use Hamilton Lane, Lexington Partners, Coller Capital, Partners Group, GCM Grosvenor, and Brookfield as the peer set when private-market pacing pressure rises; answer with a private-market liquidity completion packet, pacing table, and secondaries/overlay appendix.", "pattern": "PE pacing pressure, unfunded commitments, and low cash often create demand for liquid completion or reallocation before the private-markets book itself changes.", "sme_verify": "Is the capital looking for liquidity relief, a secondaries solution, or a true public-markets replacement?", "source_path": "data/recovered_loop_tick21_live_allocator_signals.json; data/recovered_loop_tick21_private_wealth_signals.json; data/recovered_loop_tick68_fund_manager_universe_gap_closure.json; data/recovered_batches/extracted_tick9_credit_real_assets.json"}, "confidence": 0.9, "created_at": "2026-06-19 17:37:48", "deadline": null, "id": "private-market-liquidity-replacement-cluster-private-market-liquidity-replacement-cluster-private-market-liquidity-pacing-replacement-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "private_market_liquidity_replacement_cluster", "status": "active", "strategy": "private-market liquidity / pacing replacement", "subject_id": "private-market-liquidity-replacement-cluster", "subject_name": "Private-market liquidity replacement cluster", "subject_type": "allocator_pressure_cluster", "updated_at": "2026-06-19 17:37:48"}
{"amount": "", "attrs": {"action": "Build the fielded checklist with notice PDF, addenda, attachments, consultant databases, submission method, question deadline, scope, systems, award path, and replacement proof.", "downgrade_rule": "hold if notice PDF or consultant database names remain unknown", "owner_persona": "Quant GTM / proposal lead", "pattern": "A live deadline converts only if packet fields are complete.", "priority_rank": 1, "promotion_rule": "submit-ready when all required fields are populated and SME confirms database path", "required_fields": ["notice_pdf", "addenda", "attachments", "consultant_database_names", "submission_method", "question_deadline", "scope", "participating_systems", "award_path", "replacement_cycle_proof"], "sme_verify": "Which consultant databases count for the July 15 requirement?", "source_path": "data/recovered_loop_tick73_nyc_bam_response_packet_requirements.json; docs/quant-pitch-calendar.md"}, "confidence": 0.98, "created_at": "2026-06-19 17:42:03", "deadline": "2026-07-15", "id": "artifact-priority-nyc-bam-response-checklist-artifact-deadline-response-packet-2026-06-19-open", "next_review": null, "signal_date": "2026-06-19", "signal_type": "artifact_priority", "status": "open", "strategy": "deadline response packet", "subject_id": "nyc-bam-response-checklist-artifact", "subject_name": "NYC BAM response checklist artifact", "subject_type": "content_asset", "updated_at": "2026-06-19 17:42:03"}
{"amount": "", "attrs": {"action": "Fill eVestment go/no-go fields and direct proposal fallback rationale for the actual strategy.", "downgrade_rule": "hold if AUM, GIPS, or registration status is unknown", "owner_persona": "Quant diligence / research lead", "pattern": "CalPERS is actionable only after the manager's AUM, track record, GIPS, registration, and total-fund fit are known.", "priority_rank": 2, "promotion_rule": "go when eVestment thresholds pass or direct proposal fallback is explicit", "required_fields": ["firm_aum", "strategy_aum", "firm_history", "strategy_performance_history", "gips_composites", "registration_status", "liquidity_terms", "risk_controls", "total_fund_role", "fallback_rationale"], "sme_verify": "Does CalPERS prefer eVestment completeness or direct staff contact first?", "source_path": "data/recovered_loop_tick73_calpers_evestment_go_no_go_fields.json"}, "confidence": 0.96, "created_at": "2026-06-19 17:42:03", "deadline": null, "id": "artifact-priority-calpers-evestment-and-direct-proposal-checklist-artifact-standing-intake-packet-2026-06-19-open", "next_review": null, "signal_date": "2026-06-19", "signal_type": "artifact_priority", "status": "open", "strategy": "standing intake packet", "subject_id": "calpers-evestment-and-direct-proposal-checklist-artifact", "subject_name": "CalPERS eVestment and direct-proposal checklist artifact", "subject_type": "content_asset", "updated_at": "2026-06-19 17:42:03"}
{"amount": "", "attrs": {"action": "Extract March 2026 and subsequent rows into a hire/termination tape with manager status, transaction type, placement-agent status, amount, asset class, and close date.", "downgrade_rule": "monitor if row is routine capital call or administrative amendment", "owner_persona": "Quant diligence / research lead", "pattern": "Monthly disclosures become signal-bearing only after row classification.", "priority_rank": 3, "promotion_rule": "pitchable when a row shows fresh hire, termination, or category reallocation", "required_fields": ["month", "manager_name", "manager_status", "transaction_type", "asset_class", "placement_agent_status", "amount", "close_date", "document_url"], "sme_verify": "Which rows are true hires or terminations rather than routine transactions?", "source_path": "data/recovered_loop_tick74_nyscrf_monthly_tape_schema_and_actions.json; docs/quant-board-packet-extraction-queue.md"}, "confidence": 0.94, "created_at": "2026-06-19 17:42:03", "deadline": null, "id": "artifact-priority-nyscrf-monthly-tape-extraction-artifact-monthly-manager-motion-extraction-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "artifact_priority", "status": "active", "strategy": "monthly manager-motion extraction", "subject_id": "nyscrf-monthly-tape-extraction-artifact", "subject_name": "NYSCRF monthly tape extraction artifact", "subject_type": "content_asset", "updated_at": "2026-06-19 17:42:03"}
{"amount": "", "attrs": {"action": "Map buyer questions to expected answer, source packet, failure mode, correction asset, and surface across public answer engines, advisor platforms, consultant databases, and enterprise copilots.", "downgrade_rule": "hold if the target decision maker's tool usage is unverified", "owner_persona": "Quant AEO / SEO lead", "pattern": "AEO/GEO is only actionable when tied to target questions and retrievable packet assets.", "priority_rank": 4, "promotion_rule": "publish when each top query has a source-backed answer and mirror asset", "required_fields": ["persona", "surface", "test_query", "expected_answer", "source_packet", "failure_mode", "correction_asset", "owner"], "sme_verify": "Which retrieval surface shapes first shortlist for this buyer?", "source_path": "data/recovered_loop_tick72_decision_maker_chatbot_and_aeo_test_plan.json; data/recovered_loop_tick75_parent_sme_call_scripts_from_proof_queues.json"}, "confidence": 0.9, "created_at": "2026-06-19 17:42:03", "deadline": null, "id": "artifact-priority-aeo-geo-query-and-asset-matrix-artifact-answer-engine-and-retrieval-asset-matrix-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "artifact_priority", "status": "active", "strategy": "answer-engine and retrieval asset matrix", "subject_id": "aeo-geo-query-and-asset-matrix-artifact", "subject_name": "AEO/GEO query and asset matrix artifact", "subject_type": "content_asset", "updated_at": "2026-06-19 17:42:03"}
{"amount": "", "attrs": {"action": "Maintain a downgrade register for weak-source rows with reason, required proof, SME target, promotion rule, and next check date.", "downgrade_rule": "keep monitor if proof is trade-press only, wrong subject, historical only, or no refill path", "owner_persona": "Quant diligence / research lead", "pattern": "A hedge-fund GTM program needs explicit negative evidence to avoid false-positive outreach.", "priority_rank": 5, "promotion_rule": "upgrade only when official packet or SME confirms current buyer action", "required_fields": ["subject", "downgrade_reason", "required_proof", "current_source", "sme_target", "promotion_rule", "next_check_date"], "sme_verify": "Does the downgrade reason match how a consultant would reject the premise?", "source_path": "data/recovered_loop_tick73_official_source_downgrade_and_proof_queue.json; docs/quant-pitch-now-validation.md"}, "confidence": 0.91, "created_at": "2026-06-19 17:42:03", "deadline": null, "id": "artifact-priority-official-source-downgrade-register-artifact-source-quality-control-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "artifact_priority", "status": "active", "strategy": "source-quality control", "subject_id": "official-source-downgrade-register-artifact", "subject_name": "Official-source downgrade register artifact", "subject_type": "content_asset", "updated_at": "2026-06-19 17:42:03"}
{"amount": "", "attrs": {"action": "Route a concise manager memo through NEPC's marketable-investment committee framing, with screening, risk, and fit language separated from the strategy story.", "as_of_date": "2026-06-19", "pattern": "A committee chair is the right entry point when the consultant already shapes shortlist construction.", "sme_verify": "Is Sebastian Grzejka the current chair and does NEPC route marketable strategies through that committee?", "source_path": "data/recovered_loop_tick31_consultant_gatekeeper_people.json"}, "confidence": 0.82, "created_at": "2026-06-19 17:46:42", "deadline": null, "id": "consultant-research-route-sebastian-grzejka-nepc-committee-chair-routed-manager-screening-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "consultant_research_route", "status": "active", "strategy": "committee-chair routed manager screening", "subject_id": "sebastian-grzejka-nepc", "subject_name": "Sebastian Grzejka / NEPC", "subject_type": "person_route", "updated_at": "2026-06-19 17:46:42"}
{"amount": "", "attrs": {"action": "Send a short research packet to Callan that is written for internal research staff first, then the broader consultant workflow.", "as_of_date": "2026-06-19", "pattern": "Callan's research leadership can move a manager from generic awareness into an actual RFP or shortlist path.", "sme_verify": "Which Callan research owner should receive a manager brief first?", "source_path": "data/recovered_loop_tick31_consultant_gatekeeper_people.json"}, "confidence": 0.8, "created_at": "2026-06-19 17:46:42", "deadline": null, "id": "consultant-research-route-greg-allen-and-ivan-butch-cliff-callan-research-led-consultant-routing-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "consultant_research_route", "status": "active", "strategy": "research-led consultant routing", "subject_id": "greg-allen-and-ivan-butch-cliff-callan", "subject_name": "Greg Allen and Ivan Butch Cliff / Callan", "subject_type": "person_route", "updated_at": "2026-06-19 17:46:42"}
{"amount": "", "attrs": {"action": "Package the strategy as a research-first manager note with comparable-manager context and a clean meeting ask.", "as_of_date": "2026-06-19", "pattern": "Research heads can increase manager visibility even before a formal allocation window opens.", "sme_verify": "Does Ashby Hatch control manager visibility directly or through a broader research team?", "source_path": "data/recovered_loop_tick31_consultant_gatekeeper_people.json"}, "confidence": 0.79, "created_at": "2026-06-19 17:46:42", "deadline": null, "id": "consultant-visibility-route-ashby-hatch-cambridge-associates-research-visibility-and-manager-meeting-routing-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "consultant_visibility_route", "status": "active", "strategy": "research visibility and manager-meeting routing", "subject_id": "ashby-hatch-cambridge-associates", "subject_name": "Ashby Hatch / Cambridge Associates", "subject_type": "person_route", "updated_at": "2026-06-19 17:46:42"}
{"amount": "", "attrs": {"action": "Split the packet into a strategy memo and an ODD memo so the screening lead and diligence leads can review the right material first.", "as_of_date": "2026-06-19", "pattern": "Aksia separates hedge-fund screening from ODD, so a single undifferentiated pitch leaves value on the table.", "sme_verify": "Which Aksia lead owns first screen versus operational diligence today?", "source_path": "data/recovered_loop_tick31_consultant_gatekeeper_people.json"}, "confidence": 0.88, "created_at": "2026-06-19 17:46:42", "deadline": null, "id": "consultant-odd-route-brian-goldberg-daniel-burdett-rebecca-heun-and-ryan-teal-aksia-hedge-fund-screening-plus-operational-due-diligence-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "consultant_odd_route", "status": "active", "strategy": "hedge-fund screening plus operational due diligence", "subject_id": "brian-goldberg-daniel-burdett-rebecca-heun-and-ryan-teal-aksia", "subject_name": "Brian Goldberg, Daniel Burdett, Rebecca Heun, and Ryan Teal / Aksia", "subject_type": "person_cluster", "updated_at": "2026-06-19 17:46:42"}
{"amount": "", "attrs": {"action": "Lead with implementation notes, data lineage, service-provider detail, and operational fit before returning to strategy narrative.", "as_of_date": "2026-06-19", "pattern": "Albourne's QDD and fintech roles reward operationally clean packets more than broad marketing language.", "sme_verify": "Does Albourne want the QDD owner or the implementation owner first?", "source_path": "data/recovered_loop_tick31_consultant_gatekeeper_people.json"}, "confidence": 0.84, "created_at": "2026-06-19 17:46:42", "deadline": null, "id": "consultant-implementation-route-gaurav-amin-and-christina-stavrinides-albourne-qdd-and-implementation-fit-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "consultant_implementation_route", "status": "active", "strategy": "QDD and implementation fit", "subject_id": "gaurav-amin-and-christina-stavrinides-albourne", "subject_name": "Gaurav Amin and Christina Stavrinides / Albourne", "subject_type": "person_cluster", "updated_at": "2026-06-19 17:46:42"}
{"amount": "", "attrs": {"action": "Package a managed-account-ready version of the strategy with exposure, reporting, and operations fields filled in.", "as_of_date": "2026-06-19", "pattern": "Wilshire splits CIO influence from managed-account platform execution, so the route should be tailored accordingly.", "sme_verify": "Does Wilshire prefer CIO-led screening or managed-account platform intake for this strategy?", "source_path": "data/recovered_loop_tick31_consultant_gatekeeper_people.json"}, "confidence": 0.82, "created_at": "2026-06-19 17:46:42", "deadline": null, "id": "platform-route-josh-emanuel-and-jason-hubschman-wilshire-ocio-and-managed-account-routing-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "platform_route", "status": "active", "strategy": "OCIO and managed-account routing", "subject_id": "josh-emanuel-and-jason-hubschman-wilshire", "subject_name": "Josh Emanuel and Jason Hubschman / Wilshire", "subject_type": "person_cluster", "updated_at": "2026-06-19 17:46:42"}
{"amount": "", "attrs": {"action": "Use an advisor-ready one-pager with model-portfolio fit, liquidity, and all-in economics before deeper diligence.", "as_of_date": "2026-06-19", "pattern": "Private-wealth home-office leaders respond to platform fit and implementation clarity before strategy detail.", "sme_verify": "Is Sona Menon the right entry point for outsourced-CIO routing at Morgan Stanley?", "source_path": "data/recovered_batches/extracted_tick10_conferences.json; docs/quant-pitch-calendar.md"}, "confidence": 0.81, "created_at": "2026-06-19 17:46:42", "deadline": null, "id": "private-wealth-route-sona-menon-morgan-stanley-wealth-management-outsourced-cio-and-advisor-workflow-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "private_wealth_route", "status": "active", "strategy": "outsourced CIO and advisor workflow", "subject_id": "sona-menon-morgan-stanley-wealth-management", "subject_name": "Sona Menon / Morgan Stanley Wealth Management", "subject_type": "person_route", "updated_at": "2026-06-19 17:46:42"}
{"amount": "", "attrs": {"action": "Route speaker or side-event requests through the operator layer instead of treating the event brand as the real access point.", "as_of_date": "2026-06-19", "pattern": "Event curation is controlled by an operator layer, so the practical route is speaker access, side-event adjacency, and program fit.", "sme_verify": "Does Richard Ditizio still control speaker curation and program access for the current event cycle?", "source_path": "data/quant_pitch_calendar.json; sources/raw/milken-global-conference-2025-speakers.txt"}, "confidence": 0.78, "created_at": "2026-06-19 17:46:42", "deadline": null, "id": "event-operator-route-richard-ditizio-milken-institute-operator-layer-conference-curation-and-side-event-adjacency-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "event_operator_route", "status": "active", "strategy": "conference curation and side-event adjacency", "subject_id": "richard-ditizio-milken-institute-operator-layer", "subject_name": "Richard Ditizio / Milken Institute operator layer", "subject_type": "person_route", "updated_at": "2026-06-19 17:46:42"}
{"amount": "", "attrs": {"action": "Attach the route to board-book extraction, committee agenda review, and manager-change evidence before any direct outreach.", "as_of_date": "2026-06-19", "pattern": "TRS becomes actionable when board materials expose approvals, votes, or replacement motion language.", "sme_verify": "Which TRS board or committee item proves a live review window?", "source_path": "data/recovered_loop_tick74_trs_utimco_board_materials_action_queue.json; data/recovered_loop_tick63_board_packet_named_people.json"}, "confidence": 0.91, "created_at": "2026-06-19 17:46:42", "deadline": null, "id": "public-allocator-route-jase-auby-and-britt-harris-trs-board-packet-and-manager-change-review-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "public_allocator_route", "status": "monitor", "strategy": "board packet and manager-change review", "subject_id": "jase-auby-and-britt-harris-trs", "subject_name": "Jase Auby and Britt Harris / TRS", "subject_type": "person_route", "updated_at": "2026-06-19 17:46:42"}
{"amount": "", "attrs": {"action": "Mine the disclosure rows for hires, terminations, and placement-agent references before trying to infer allocation intent.", "as_of_date": "2026-06-19", "pattern": "Monthly disclosure surfaces reveal manager moves earlier than summary narratives do.", "sme_verify": "Which disclosure rows are true hires or terminations rather than routine position changes?", "source_path": "data/recovered_batches/extracted_tick9_us_state_pensions.json; data/recovered_loop_tick63_board_packet_named_people.json"}, "confidence": 0.9, "created_at": "2026-06-19 17:46:42", "deadline": null, "id": "public-allocator-route-anastasia-titarchuk-navyug-patel-and-deborah-a-velez-medenica-nyscrf-monthly-disclosure-tape-and-manager-hire-detection-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "public_allocator_route", "status": "active", "strategy": "monthly disclosure tape and manager-hire detection", "subject_id": "anastasia-titarchuk-navyug-patel-and-deborah-a-velez-medenica-nyscrf", "subject_name": "Anastasia Titarchuk, Navyug Patel, and Deborah A. Velez Medenica / NYSCRF", "subject_type": "person_cluster", "updated_at": "2026-06-19 17:46:42"}
{"amount": "", "attrs": {"action": "Treat GPIF as a governance and registration workflow and only route manager material when the alternative-assets intake path is visible.", "as_of_date": "2026-06-19", "pattern": "Board-chair influence matters when the allocator routes external managers through a registration system.", "sme_verify": "Is the alternative-assets intake path still the correct current entry point for GPIF?", "source_path": "data/recovered_loop_tick63_board_packet_named_people.json"}, "confidence": 0.86, "created_at": "2026-06-19 17:46:42", "deadline": null, "id": "sovereign-governance-route-okina-yuri-gpif-board-chair-and-registration-gate-routing-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "sovereign_governance_route", "status": "active", "strategy": "board-chair and registration-gate routing", "subject_id": "okina-yuri-gpif", "subject_name": "OKINA Yuri / GPIF", "subject_type": "person_route", "updated_at": "2026-06-19 17:46:42"}
{"amount": "", "attrs": {"action": "Route external-manager material through the board-adjacent governance path rather than treating PIF as a generic allocator row.", "as_of_date": "2026-06-19", "pattern": "Sovereign allocator access often depends on the board staff path as much as the governor title.", "sme_verify": "Which PIF governance or manager-registration page is currently live?", "source_path": "data/recovered_loop_tick63_board_packet_named_people.json; data/recovered_batches/extracted_tick10_swf_pensions.json"}, "confidence": 0.83, "created_at": "2026-06-19 17:46:42", "deadline": null, "id": "sovereign-governance-route-yasir-al-rumayyan-and-maram-al-johani-pif-board-adjacent-sovereign-external-manager-routing-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "sovereign_governance_route", "status": "active", "strategy": "board-adjacent sovereign external-manager routing", "subject_id": "yasir-al-rumayyan-and-maram-al-johani-pif", "subject_name": "Yasir Al-Rumayyan and Maram Al Johani / PIF", "subject_type": "person_cluster", "updated_at": "2026-06-19 17:46:42"}
{"amount": "", "attrs": {"action": "Package the strategy for committee-level review with risk framing, allocation fit, and external-mandate language.", "as_of_date": "2026-06-19", "pattern": "Committee members with risk or asset-allocation remit are the routing layer for external mandates.", "sme_verify": "Does NZ Super still route external mandates through these committee roles?", "source_path": "data/recovered_loop_tick63_board_packet_named_people.json"}, "confidence": 0.8, "created_at": "2026-06-19 17:46:42", "deadline": null, "id": "sovereign-investment-route-michael-mitchell-and-charles-hyde-new-zealand-superannuation-fund-risk-and-asset-allocation-routing-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "sovereign_investment_route", "status": "active", "strategy": "risk and asset-allocation routing", "subject_id": "michael-mitchell-and-charles-hyde-new-zealand-superannuation-fund", "subject_name": "Michael Mitchell and Charles Hyde / New Zealand Superannuation Fund", "subject_type": "person_cluster", "updated_at": "2026-06-19 17:46:42"}
{"amount": "", "attrs": {"action": "Use managed-account language, DMA structure, and platform-operating detail before pitching strategy or performance.", "as_of_date": "2026-06-19", "pattern": "Platform owners want operational precision first, then manager detail.", "sme_verify": "Which of the Innocap or CDPQ surfaces actually owns external-manager onboarding?", "source_path": "data/recovered_batches/extracted_tick10_lps.json"}, "confidence": 0.81, "created_at": "2026-06-19 17:46:42", "deadline": null, "id": "platform-owner-route-fran-ois-rivard-and-mario-therrien-innocap-cdpq-managed-account-platform-and-external-management-routing-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "platform_owner_route", "status": "active", "strategy": "managed-account platform and external-management routing", "subject_id": "fran-ois-rivard-and-mario-therrien-innocap-cdpq", "subject_name": "Fran\u00e7ois Rivard and Mario Therrien / Innocap-CDPQ", "subject_type": "person_cluster", "updated_at": "2026-06-19 17:46:42"}
{"amount": "", "attrs": {"action": "Prepare a Goldman cap-intro packet with SMA-compatible positioning, allocator qualifications, capacity, liquidity, fees, and risk controls.", "as_of_date": "2026-06-19", "pattern": "The repo consistently treats Goldman cap-intro as the direct gatekeeper for hedge fund launch routing.", "sme_verify": "Does Goldman still route capital-intro requests through this named role?", "source_path": "data/recovered_loop_tick12_hidden_gatekeepers.json; data/recovered_loop_tick62_prime_broker_capintro_graph.json"}, "confidence": 0.9, "created_at": "2026-06-19 17:46:42", "deadline": null, "id": "prime-broker-cap-intro-kristin-kramer-goldman-sachs-prime-brokerage-capital-introduction-sma-backed-hedge-fund-launches-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "prime_broker_cap_intro", "status": "active", "strategy": "capital introduction / SMA-backed hedge fund launches", "subject_id": "kristin-kramer-goldman-sachs-prime-brokerage", "subject_name": "Kristin Kramer / Goldman Sachs Prime Brokerage", "subject_type": "person_route", "updated_at": "2026-06-19 17:46:42"}
{"amount": "", "attrs": {"action": "Use deputy-CIO packets that emphasize manager fit, implementation, and committee-ready risk language instead of a broad marketing pitch.", "as_of_date": "2026-06-19", "pattern": "Deputy CIOs can accelerate internal routing when the packet maps cleanly to committee or portfolio-construction language.", "sme_verify": "Which deputy CIO in this cluster is the best current entry point for review or escalation?", "source_path": "data/recovered_batches/extracted_tick10_conferences.json"}, "confidence": 0.78, "created_at": "2026-06-19 17:46:42", "deadline": null, "id": "deputy-cio-route-john-zito-sam-rosenstock-thomas-kim-and-chung-ma-deputy-cio-escalation-route-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "deputy_cio_route", "status": "active", "strategy": "deputy CIO escalation route", "subject_id": "john-zito-sam-rosenstock-thomas-kim-and-chung-ma", "subject_name": "John Zito, Sam Rosenstock, Thomas Kim, and Chung Ma", "subject_type": "person_cluster", "updated_at": "2026-06-19 17:46:42"}
{"amount": "", "attrs": {"action": "Pitch liquid diversifiers and private-market complements as governance-friendly tools that support mission spending and long-duration capital.", "pattern": "Foundation CIO seats in the corpus behave like patient, consultant-friendly allocators rather than short-cycle portfolio traders.", "sme_verify": "Does the foundation CIO own hedge-fund search directly or through an OCIO or consultant wrapper?", "source_path": "data/recovered_loop_tick34_lp_universe_channels.json; data/recovered_batches/extracted_tick10_lps.json; data/recovered_batches/extracted_tick10_alts_allocators.json"}, "confidence": 0.89, "created_at": "2026-06-19 17:48:17", "deadline": null, "id": "foundation-cio-route-foundation-cio-route-foundation-cio-and-private-assets-outreach-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "foundation_cio_route", "status": "active", "strategy": "foundation CIO and private-assets outreach", "subject_id": "foundation-cio-route", "subject_name": "foundation CIO route", "subject_type": "process", "updated_at": "2026-06-19 17:48:17"}
{"amount": "", "attrs": {"action": "Treat hospital-related allocators as review-window targets: focus on liquidity, downside buffering, and mission-aligned portfolio completion.", "pattern": "Hospital and healthcare-system capital is often reviewed through operating-budget sensitivity rather than pure return maximization.", "sme_verify": "Which staff member owns external-manager review after the CIO or finance lead is changed?", "source_path": "data/recovered_loop_tick31_healthcare_insurance_channels.json; data/recovered_loop_tick31_healthcare_insurance_signals.json"}, "confidence": 0.82, "created_at": "2026-06-19 17:48:17", "deadline": null, "id": "hospital-investment-window-hospital-investment-office-route-hospital-and-healthcare-system-allocator-outreach-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "hospital_investment_window", "status": "monitor", "strategy": "hospital and healthcare-system allocator outreach", "subject_id": "hospital-investment-office-route", "subject_name": "hospital investment office route", "subject_type": "process", "updated_at": "2026-06-19 17:48:17"}
{"amount": "", "attrs": {"action": "Lead insurers with capital efficiency, liquidity, and systematic or market-neutral sleeves that behave well inside a general-account framework.", "pattern": "Insurance allocators in the corpus are more reachable when the pitch is framed as a balance-sheet tool instead of a pure return chase.", "sme_verify": "Is the real buyer the insurer, the OCIO team, or a delegated fiduciary adviser?", "source_path": "data/recovered_loop_tick31_healthcare_insurance_signals.json; data/recovered_loop_tick12_hidden_gatekeepers.json"}, "confidence": 0.88, "created_at": "2026-06-19 17:48:17", "deadline": null, "id": "insurer-ocio-route-insurer-ocio-route-insurance-general-account-and-life-pension-allocations-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "insurer_ocio_route", "status": "active", "strategy": "insurance general-account and life/pension allocations", "subject_id": "insurer-ocio-route", "subject_name": "insurer OCIO route", "subject_type": "process", "updated_at": "2026-06-19 17:48:17"}
{"amount": "", "attrs": {"action": "Route pitches through external-manager teams and CIO transitions; prioritize managed accounts, macro, and systematic sleeves that fit large sovereign portfolios.", "pattern": "Sovereign allocators open when the corpus shows CIO turnover, regional coverage changes, or external-mandate language.", "sme_verify": "Is the route a direct CIO reset, a regional coverage change, or a formal external-mandate search?", "source_path": "data/recovered_loop_tick31_sovereign_pitch_windows.json"}, "confidence": 0.9, "created_at": "2026-06-19 17:48:17", "deadline": null, "id": "sovereign-external-manager-window-sovereign-external-manager-route-sovereign-hedge-fund-and-managed-account-outreach-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "sovereign_external_manager_window", "status": "active", "strategy": "sovereign hedge-fund and managed-account outreach", "subject_id": "sovereign-external-manager-route", "subject_name": "sovereign external-manager route", "subject_type": "process", "updated_at": "2026-06-19 17:48:17"}
{"amount": "", "attrs": {"action": "Target families through liquidity, transparency, and faster rebalance capability versus private equity and venture capital.", "pattern": "Family-office demand in the corpus is real but incomplete, and the best openings come from private-wealth channels plus reported reallocations.", "sme_verify": "Which family offices are explicitly shifting from private equity or venture toward hedge funds or liquid alternatives?", "source_path": "data/recovered_loop_tick21_private_wealth_signals.json; data/recovered_loop_tick21_private_wealth_channels.json; data/recovered_loop_tick36_private_wealth_platform_signals.json"}, "confidence": 0.87, "created_at": "2026-06-19 17:48:17", "deadline": null, "id": "family-office-reallocation-family-office-route-family-office-and-private-wealth-hedge-fund-allocation-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "family_office_reallocation", "status": "active", "strategy": "family office and private wealth hedge-fund allocation", "subject_id": "family-office-route", "subject_name": "family-office route", "subject_type": "process", "updated_at": "2026-06-19 17:48:17"}
{"amount": "", "attrs": {"action": "Pitch liability-aware diversifiers with fee discipline, implementation detail, and consultant-friendly evidence.", "pattern": "Corporate pensions usually buy hedge-fund-like diversifiers through consultant channels and care more about funded-status protection than headline upside.", "sme_verify": "Does the plan search through a consultant, an internal CIO, or a delegated manager platform first?", "source_path": "data/recovered_loop_tick34_lp_universe_channels.json; data/recovered_batches/extracted_tick10_me_apac_allocators.json; data/recovered_batches/extracted_tick10_european_allocators.json"}, "confidence": 0.83, "created_at": "2026-06-19 17:48:17", "deadline": null, "id": "corporate-pension-review-window-corporate-pension-route-corporate-pension-diversification-consultant-led-search-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "corporate_pension_review_window", "status": "monitor", "strategy": "corporate pension diversification / consultant-led search", "subject_id": "corporate-pension-route", "subject_name": "corporate pension route", "subject_type": "process", "updated_at": "2026-06-19 17:48:17"}
{"amount": "", "attrs": {"action": "Package hedge-fund-like exposure for advisor platforms with model-portfolio fit, SMA compatibility, clean fees, liquidity, and operational controls.", "pattern": "Advisor channels now behave like workflow systems, so manager materials need to be platform-ready rather than deck-only.", "sme_verify": "Which platform field set is required before an advisor can actually recommend the strategy?", "source_path": "data/recovered_loop_tick35_private_wealth_platform_signals.json; data/recovered_loop_tick36_private_wealth_platforms_expanded.json; data/recovered_loop_tick74_private_wealth_platform_onboarding_fields.json"}, "confidence": 0.93, "created_at": "2026-06-19 17:48:17", "deadline": null, "id": "advisor-workflow-distribution-change-advisor-workflow-route-advisor-private-wealth-alternatives-distribution-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "advisor_workflow_distribution_change", "status": "active", "strategy": "advisor / private-wealth alternatives distribution", "subject_id": "advisor-workflow-route", "subject_name": "advisor workflow route", "subject_type": "process", "updated_at": "2026-06-19 17:48:17"}
{"amount": "", "attrs": {"action": "Win consultant and fiduciary teams first with transparent due diligence, then the allocator conversation gets easier.", "pattern": "Consultant-led diligence can determine which managers enter the allocator search set before any public RFP appears.", "sme_verify": "Which consultant team actually owns the shortlist, and what evidence changes that shortlist?", "source_path": "data/recovered_loop_tick12_hidden_gatekeepers.json; data/recovered_loop_tick21_consultant_gap_signals.json; docs/quant-consultant-private-wealth-extraction-queue.md"}, "confidence": 0.9, "created_at": "2026-06-19 17:48:17", "deadline": null, "id": "consultant-gatekeeper-consultant-fiduciary-route-consultant-and-ocio-gatekeeping-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "consultant_gatekeeper", "status": "active", "strategy": "consultant and OCIO gatekeeping", "subject_id": "consultant-fiduciary-route", "subject_name": "consultant / fiduciary route", "subject_type": "process", "updated_at": "2026-06-19 17:48:17"}
{"amount": "", "attrs": {"action": "Treat the insurer as a high-value gatekeeper: lead with capital efficiency, liquidity, and systematic or market-neutral sleeves that fit a general-account framework.", "pattern": "A hedge-fund-fluent alternatives lead makes the insurer route materially more actionable than a generic insurance brand page.", "sme_verify": "Does the insurer buy through a general-account team, a consultant, or a delegated OCIO?", "source_path": "data/recovered_batches/extracted_tick10_alts_allocators.json; data/recovered_loop_tick31_healthcare_insurance_signals.json"}, "confidence": 0.88, "created_at": "2026-06-19 17:48:17", "deadline": null, "id": "gatekeeper-channel-aaa-auto-club-group-liquid-alternatives-hedge-funds-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "gatekeeper_channel", "status": "active", "strategy": "liquid alternatives / hedge funds", "subject_id": "aaa-auto-club-group", "subject_name": "AAA Auto Club Group", "subject_type": "insurance_general_account", "updated_at": "2026-06-19 17:48:17"}
{"amount": "", "attrs": {"action": "Approach the external-mandates side of the co-CIO model with portable alpha, systematic, and managed-account proposals.", "pattern": "A co-CIO split that isolates external mandates usually yields an identifiable onboarding lane for hedge funds and liquid alternatives.", "sme_verify": "Does the external-mandates lane suffice, or does NZ Super require a mandate-specific RFP?", "source_path": "data/recovered_batches/extracted_tick10_swf_pensions.json; data/recovered_loop_tick31_sovereign_pitch_windows.json; data/recovered_loop_tick45_source_backfill_signals.json"}, "confidence": 0.79, "created_at": "2026-06-19 17:48:17", "deadline": null, "id": "manager-onboarding-new-zealand-superannuation-fund-systematic-liquid-alternatives-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "manager_onboarding", "status": "active", "strategy": "systematic / liquid alternatives", "subject_id": "new-zealand-superannuation-fund", "subject_name": "New Zealand Superannuation Fund", "subject_type": "allocator", "updated_at": "2026-06-19 17:55:01"}
{"amount": "", "attrs": {"action": "Route pitches through the International Investments and MENA Investments leadership stack and use the Managers Gate as the intake surface.", "pattern": "Division-specific ownership inside a mega-SWF is the closest thing to a standing manager-search map.", "sme_verify": "Is the portal merely a registry, or does a named-leader introduction matter more for the first screen?", "source_path": "data/recovered_loop_tick31_sovereign_pitch_windows.json; data/recovered_loop_tick38_apac_middle_east_distribution_channels.json; data/recovered_loop_tick45_source_backfill_signals.json"}, "confidence": 0.82, "created_at": "2026-06-19 17:48:17", "deadline": null, "id": "pitch-target-public-investment-fund-pif-multi-strategy-macro-hedge-funds-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "pitch_target", "status": "active", "strategy": "multi-strategy / macro hedge funds", "subject_id": "public-investment-fund-pif", "subject_name": "Public Investment Fund (PIF)", "subject_type": "allocator", "updated_at": "2026-06-19 17:55:01"}
{"amount": "", "attrs": {"action": "Use the CIO transition and hedge-fund-strategies background as the routing clue for a cleaner external-manager reset.", "pattern": "A sovereign allocator that hires a CIO from hedge fund strategies tends to reopen external-manager conversations and weight liquid, institutionally run strategies more heavily.", "sme_verify": "Does the new CIO actually control external-manager selection or only oversee it indirectly?", "source_path": "data/recovered_loop_tick31_sovereign_pitch_windows.json"}, "confidence": 0.88, "created_at": "2026-06-19 17:48:17", "deadline": null, "id": "personnel-change-kuwait-investment-authority-hedge-funds-external-managers-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "personnel_change", "status": "active", "strategy": "hedge funds / external managers", "subject_id": "kuwait-investment-authority", "subject_name": "Kuwait Investment Authority", "subject_type": "allocator", "updated_at": "2026-06-19 17:48:17"}
{"amount": "", "attrs": {"action": "Use the CIO seat to pitch consultant-friendly, risk-mitigating liquid alts with implementation and fee discipline up front.", "pattern": "Corporate-pension federations can be slow, but they become actionable when the named CIO is visible and the packet solves governance concerns.", "sme_verify": "Is the federated route pooled across corporates or does each plan still make its own allocation decision?", "source_path": "data/recovered_batches/extracted_tick10_me_apac_allocators.json"}, "confidence": 0.77, "created_at": "2026-06-19 17:48:17", "deadline": null, "id": "allocation-review-pension-fund-of-japanese-corporations-liquid-alternatives-risk-mitigating-hedge-funds-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "allocation_review", "status": "monitor", "strategy": "liquid alternatives / risk-mitigating hedge funds", "subject_id": "pension-fund-of-japanese-corporations", "subject_name": "Pension Fund of Japanese Corporations", "subject_type": "corporate_pension", "updated_at": "2026-06-19 17:48:17"}
{"amount": "", "attrs": {"action": "Build an answer-first comparison page for allocator-intent queries: quant hedge fund versus QIS, bank wrappers, managed accounts, liquid alternatives, and private-market liquidity substitutes.", "pattern": "Public answer engines need a source-backed page that directly answers comparison prompts.", "priority_rank": 1, "required_fields": ["strategy_taxonomy", "comparison_table", "source_links", "fees", "liquidity", "capacity", "drawdown_behavior", "operational_controls", "bear_case"], "sme_verify": "Which comparison table would an allocator trust before speaking to a consultant?", "source_path": "docs/quant-aeo-geo-content-backlog.md; data/recovered_loop_tick72_decision_maker_chatbot_and_aeo_test_plan.json", "target_surfaces": ["ChatGPT Search", "Google AI Overviews / AI Mode", "Perplexity", "Claude web search"]}, "confidence": 0.93, "created_at": "2026-06-19 17:55:01", "deadline": null, "id": "aeo-content-asset-quant-hedge-fund-comparison-page-public-answer-engine-discovery-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "aeo_content_asset", "status": "active", "strategy": "public answer-engine discovery", "subject_id": "quant-hedge-fund-comparison-page", "subject_name": "Quant hedge fund comparison page", "subject_type": "content_asset", "updated_at": "2026-06-19 17:55:01"}
{"amount": "", "attrs": {"action": "Create JSON-LD FAQ and FinancialProduct schema that encodes fund category, strategy, fees, liquidity, capacity, risk controls, target users, and source appendices.", "pattern": "Answer engines and search surfaces benefit from stable entity and product fields.", "priority_rank": 2, "required_fields": ["fund_category", "strategy", "fees", "liquidity", "capacity", "risk_controls", "investor_fit", "source_appendix"], "sme_verify": "Which structured fields reduce ambiguity for allocator-intent queries?", "source_path": "data/recovered_loop_tick70_pitch_packet_asset_backlog.json; docs/quant-aeo-geo-content-backlog.md", "target_surfaces": ["Google AI Overviews / AI Mode", "ChatGPT Search", "Perplexity", "public web"]}, "confidence": 0.9, "created_at": "2026-06-19 17:55:01", "deadline": null, "id": "schema-asset-quant-faq-and-financialproduct-schema-pack-structured-aeo-geo-retrieval-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "schema_asset", "status": "active", "strategy": "structured AEO/GEO retrieval", "subject_id": "quant-faq-and-financialproduct-schema-pack", "subject_name": "Quant FAQ and FinancialProduct schema pack", "subject_type": "content_asset", "updated_at": "2026-06-19 17:55:01"}
{"amount": "", "attrs": {"action": "Normalize Mercer/eVestment and Aksia fields: track record, AUM, strategy AUM, GIPS, registration, fees, liquidity, capacity, contacts, DDQ, ODD, risk reporting, and transparency evidence.", "pattern": "Consultant screening starts with profile completeness and standardized fields before narrative review.", "priority_rank": 3, "required_fields": ["track_record", "firm_aum", "strategy_aum", "gips_status", "registration_status", "fee_schedule", "liquidity_terms", "capacity", "contacts", "ddq", "odd", "risk_reporting"], "sme_verify": "Which database fields are decisive for shortlist inclusion?", "source_path": "data/recovered_loop_tick73_calpers_evestment_go_no_go_fields.json; data/recovered_loop_tick72_decision_maker_chatbot_and_aeo_test_plan.json", "target_surfaces": ["MercerInsight/eVestment", "Aksia MAX / Manager Portal", "Callan / RFP networks"]}, "confidence": 0.91, "created_at": "2026-06-19 17:55:01", "deadline": null, "id": "consultant-database-asset-consultant-database-field-pack-consultant-shortlist-and-diligence-retrieval-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "consultant_database_asset", "status": "active", "strategy": "consultant shortlist and diligence retrieval", "subject_id": "consultant-database-field-pack", "subject_name": "Consultant database field pack", "subject_type": "content_asset", "updated_at": "2026-06-19 17:55:01"}
{"amount": "", "attrs": {"action": "Build advisor-ready one-pagers with model-portfolio fit, all-in economics, liquidity, subscription workflow, platform-compatible fund data, and DDQ/ODD summary.", "pattern": "Private-wealth distribution depends on platform and advisor workflow compatibility.", "priority_rank": 4, "required_fields": ["model_portfolio_fit", "all_in_economics", "liquidity", "subscription_workflow", "fund_data", "ddq_summary", "odd_summary", "advisor_faq"], "sme_verify": "Which advisor prompt or platform field is mandatory for recommendation?", "source_path": "data/recovered_loop_tick74_private_wealth_platform_onboarding_fields.json", "target_surfaces": ["CAIS x Claude", "iCapital", "J.P. Morgan Private Bank", "Morningstar Wealth", "UBS UHNW/family office"]}, "confidence": 0.9, "created_at": "2026-06-19 17:55:01", "deadline": null, "id": "advisor-platform-asset-advisor-platform-one-pager-pack-private-wealth-platform-distribution-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "advisor_platform_asset", "status": "active", "strategy": "private-wealth platform distribution", "subject_id": "advisor-platform-one-pager-pack", "subject_name": "Advisor platform one-pager pack", "subject_type": "content_asset", "updated_at": "2026-06-19 17:55:01"}
{"amount": "", "attrs": {"action": "Package current memo, DDQ history, ODD notes, committee decisions, spreadsheet tables, source appendices, and slide-ready evidence with canonical titles and tags.", "pattern": "Enterprise retrieval systems surface internal memory, not just public pages.", "priority_rank": 5, "required_fields": ["canonical_title", "aliases", "memo", "ddq_history", "odd_notes", "committee_decisions", "spreadsheet_tables", "source_appendix", "slide_blocks"], "sme_verify": "Which internal retrieval surface decides whether a manager survives first-pass diligence?", "source_path": "data/recovered_loop_tick72_decision_maker_chatbot_and_aeo_test_plan.json; docs/quant-aeo-geo-monitoring-matrix.md", "target_surfaces": ["Microsoft 365 Copilot", "Glean", "Atlassian Rovo", "AlphaSense", "Bloomberg ASKB", "FactSet AI"]}, "confidence": 0.88, "created_at": "2026-06-19 17:55:01", "deadline": null, "id": "enterprise-retrieval-asset-enterprise-copilot-workstream-pack-internal-diligence-retrieval-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "enterprise_retrieval_asset", "status": "active", "strategy": "internal diligence retrieval", "subject_id": "enterprise-copilot-workstream-pack", "subject_name": "Enterprise copilot workstream pack", "subject_type": "content_asset", "updated_at": "2026-06-19 17:55:01"}
{"amount": "", "attrs": {"action": "Download the notice PDF, capture every addendum URL, and record the consultant-database names and submission fields before building the final response packet.", "pattern": "A notice page becomes pitchable only when the PDF, addenda, and consultant-database requirements are pinned together.", "sme_verify": "Which consultant databases count for the July 15 requirement, and are the addenda public or gated?", "source_path": "https://comptroller.nyc.gov/rfp/notice-of-search-for-equity-index-investment-management-products-and-services/; docs/quant-pitch-calendar.md; docs/quant-board-packet-extraction-queue.md"}, "confidence": 0.99, "created_at": "2026-06-19 17:55:01", "deadline": null, "id": "official-packet-download-queue-nyc-comptroller-equity-index-notice-of-search-passive-indexing-search-notice-download-and-addenda-capture-2026-06-19-open", "next_review": null, "signal_date": "2026-06-19", "signal_type": "official_packet_download_queue", "status": "open", "strategy": "passive-indexing search notice download and addenda capture", "subject_id": "nyc-comptroller-equity-index-notice-of-search", "subject_name": "NYC Comptroller Equity Index Notice of Search", "subject_type": "public_pension_surface", "updated_at": "2026-06-19 17:55:01"}
{"amount": "", "attrs": {"action": "Download the March 2026 PDF and normalize manager names, transaction types, placement-agent status, amounts, and close dates.", "pattern": "Monthly disclosures become actionable only when the row-level fields are separated cleanly enough to distinguish fresh hires, terminations, and routine follow-on transactions.", "sme_verify": "Which monthly-disclosure rows are true manager openings or replacements versus routine capital calls or internal reallocations?", "source_path": "https://www.osc.ny.gov/files/common-retirement-fund/pdf/march-2026.pdf; docs/quant-board-packet-extraction-queue.md; docs/quant-pitch-calendar.md"}, "confidence": 0.96, "created_at": "2026-06-19 17:55:01", "deadline": null, "id": "official-packet-download-queue-nyscrf-monthly-disclosure-of-investments-and-transactions-monthly-manager-hire-termination-tape-2026-06-19-open", "next_review": null, "signal_date": "2026-06-19", "signal_type": "official_packet_download_queue", "status": "open", "strategy": "monthly manager hire / termination tape", "subject_id": "nyscrf-monthly-disclosure-of-investments-and-transactions", "subject_name": "NYSCRF Monthly Disclosure of Investments and Transactions", "subject_type": "public_pension_surface", "updated_at": "2026-06-19 17:55:01"}
{"amount": "", "attrs": {"action": "Extract eligibility, graduation, allocation-route, and contact language into a routing packet for small or newer systematic managers.", "pattern": "Emerging-manager pages are standing pipeline surfaces, so the useful signal is the route into allocation and graduation, not just a generic program description.", "sme_verify": "Does the emerging-manager intake differ for systematic liquid strategies versus private markets or long-only public markets?", "source_path": "https://www.osc.ny.gov/common-retirement-fund/emerging-manager; docs/quant-board-packet-extraction-queue.md; docs/quant-pitch-calendar.md"}, "confidence": 0.95, "created_at": "2026-06-19 17:55:01", "deadline": null, "id": "official-packet-download-queue-nyscrf-emerging-manager-program-emerging-manager-eligibility-and-graduation-route-2026-06-19-open", "next_review": null, "signal_date": "2026-06-19", "signal_type": "official_packet_download_queue", "status": "open", "strategy": "emerging-manager eligibility and graduation route", "subject_id": "nyscrf-emerging-manager-program", "subject_name": "NYSCRF Emerging Manager Program", "subject_type": "public_pension_surface", "updated_at": "2026-06-19 17:55:01"}
{"amount": "", "attrs": {"action": "Capture the July 16-17 board-material bundle at URL level and extract agenda, summary, recording, board-book sections, approvals, commitments, and manager-change references.", "pattern": "Board-cycle intelligence is only useful when meeting-specific attachments are mirrored and parsed.", "sme_verify": "Does the July meeting include approvals and commitments, or only informational items?", "source_path": "docs/quant-board-packet-extraction-queue.md; docs/quant-pitch-calendar.md; data/recovered_loop_tick73_official_source_downgrade_and_proof_queue.json"}, "confidence": 0.9, "created_at": "2026-06-19 17:55:01", "deadline": null, "id": "official-packet-download-queue-trs-texas-july-2026-board-bundle-extraction-gap-board-book-and-manager-change-extraction-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "official_packet_download_queue", "status": "monitor", "strategy": "board book and manager-change extraction", "subject_id": "trs-texas-july-2026-board-bundle-extraction-gap", "subject_name": "TRS Texas July 2026 board bundle extraction gap", "subject_type": "public_pension_surface", "updated_at": "2026-06-19 17:55:01"}
{"amount": "", "attrs": {"action": "Normalize the June 18 archive row into agenda, book, and audio fields before treating the packet as complete.", "pattern": "Board archive rows become useful only when the meeting-level agenda, book, and audio links are separately captured.", "sme_verify": "Which archive fields are actually posted for the June 18 meeting, and which are only implied by the hub?", "source_path": "docs/quant-board-packet-extraction-queue.md; data/recovered_loop_tick64_official_packet_source_upgrades.json; data/recovered_loop_tick71_official_packet_download_and_field_queue.json"}, "confidence": 0.94, "created_at": "2026-06-19 17:55:01", "deadline": null, "id": "official-packet-download-queue-utimco-june-18-2026-agenda-book-audio-gap-board-agenda-book-and-audio-extraction-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "official_packet_download_queue", "status": "monitor", "strategy": "board agenda, book, and audio extraction", "subject_id": "utimco-june-18-2026-agenda-book-audio-gap", "subject_name": "UTIMCO June 18 2026 agenda/book/audio gap", "subject_type": "endowment_board_surface", "updated_at": "2026-06-19 17:55:01"}
{"amount": "", "attrs": {"action": "Download and normalize the Q1 2026 report into manager, mandate, asset class, selection date, allocation or commitment, consultant, and document URL fields.", "pattern": "Quarterly new-manager reports can reveal active manager appetite before the next formal solicitation.", "sme_verify": "Do Florida SBA new-manager reports reflect fresh allocations, manager replacements, or only reporting formalities?", "source_path": "https://www.sbafla.com/reporting/new-manager-reports/; docs/quant-board-packet-extraction-queue.md; docs/quant-pitch-calendar.md"}, "confidence": 0.94, "created_at": "2026-06-19 17:55:01", "deadline": null, "id": "official-packet-download-queue-florida-sba-2026-q1-new-managers-report-official-link-new-manager-onboarding-tape-2026-06-19-open", "next_review": null, "signal_date": "2026-06-19", "signal_type": "official_packet_download_queue", "status": "open", "strategy": "new-manager onboarding tape", "subject_id": "florida-sba-2026-q1-new-managers-report-official-link", "subject_name": "Florida SBA 2026 Q1 New Managers Report official link", "subject_type": "public_pension_surface", "updated_at": "2026-06-19 17:55:01"}
{"amount": "", "attrs": {"action": "Fetch the future-solicitations form, capture its fields, and preserve the exact notification path for future searches.", "pattern": "A standing notification form creates a clean pre-RFP contact route even before a manager search opens.", "sme_verify": "Is the form a public notification list, an internal procurement intake, or both?", "source_path": "https://www.sbafla.com/partners/future-solicitations-request/; docs/quant-consultant-private-wealth-extraction-queue.md; data/recovered_loop_tick70_official_url_resolution_targets.json"}, "confidence": 0.91, "created_at": "2026-06-19 17:55:01", "deadline": null, "id": "official-packet-download-queue-florida-sba-future-solicitations-request-official-form-pre-rfp-solicitation-notification-intake-2026-06-19-open", "next_review": null, "signal_date": "2026-06-19", "signal_type": "official_packet_download_queue", "status": "open", "strategy": "pre-RFP solicitation notification intake", "subject_id": "florida-sba-future-solicitations-request-official-form", "subject_name": "Florida SBA Future Solicitations Request official form", "subject_type": "public_pension_surface", "updated_at": "2026-06-19 17:55:01"}
{"amount": "", "attrs": {"action": "Recheck the board-agenda surface and the RFP page together, then split the result into plan-level manager-review evidence and procurement evidence.", "pattern": "Merged board and procurement monitors only become actionable when the official surface flips from negative to open.", "sme_verify": "Does KCERA announce manager searches on the RFP page first, or through board and investment committee agendas?", "source_path": "docs/quant-board-packet-extraction-queue.md; docs/quant-pitch-calendar.md; data/recovered_loop_tick66_official_source_upgrade_targets.json"}, "confidence": 0.86, "created_at": "2026-06-19 17:55:01", "deadline": null, "id": "official-packet-download-queue-kcera-board-and-rfp-gap-board-agendas-minutes-plus-open-cycle-rfp-watch-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "official_packet_download_queue", "status": "monitor", "strategy": "board agendas/minutes plus open-cycle RFP watch", "subject_id": "kcera-board-and-rfp-gap", "subject_name": "KCERA board and RFP gap", "subject_type": "public_pension_surface", "updated_at": "2026-06-19 17:55:01"}
{"amount": "", "attrs": {"action": "Find an official PRIM procurement, board, agenda, or award record before treating the managed-account platform as a direct live manager-facing window.", "pattern": "A high-value hedge-fund infrastructure signal needs official platform proof before outreach timing can be treated as confirmed.", "sme_verify": "Is the PCS or managed-account platform manager-facing, consultant-facing, or only an internal implementation procurement?", "source_path": "docs/quant-pitch-calendar.md; data/recovered_loop_tick58_source_upgrade_packet_deltas.json; data/recovered_loop_tick65_board_packet_extraction_targets.json"}, "confidence": 0.82, "created_at": "2026-06-19 17:55:01", "deadline": null, "id": "official-source-gap-massprim-managed-account-platform-pcs-proof-gap-managed-account-platform-and-pcs-official-proof-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "official_source_gap", "status": "monitor", "strategy": "managed-account platform and PCS official proof", "subject_id": "massprim-managed-account-platform-pcs-proof-gap", "subject_name": "MassPRIM managed-account platform / PCS proof gap", "subject_type": "public_pension_surface", "updated_at": "2026-06-19 17:55:01"}
{"amount": "", "attrs": {"action": "Open the Comptroller RFP board page, extract every solicitation attachment and addendum URL, and keep the replacement-cycle evidence attached to the pitch packet.", "pattern": "Search announcements become pitch windows only when the addenda and award path are captured.", "sme_verify": "Do the attachments show a true search launch or just a notice of future solicitation?", "source_path": "docs/quant-board-packet-extraction-queue.md; docs/quant-pitch-calendar.md; data/recovered_loop_tick73_nyc_bam_response_packet_requirements.json"}, "confidence": 0.96, "created_at": "2026-06-19 17:55:01", "deadline": null, "id": "search-active-nyc-bam-passive-indexing-search-search-solicitation-replacement-cycle-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "search_active", "status": "active", "strategy": "search solicitation / replacement cycle", "subject_id": "nyc-bam-passive-indexing-search", "subject_name": "NYC BAM passive indexing search", "subject_type": "public_pension_surface", "updated_at": "2026-06-19 17:55:01"}
{"amount": "", "attrs": {"action": "Use the secure proposal portal for unsolicited or opportunistic submissions and keep a direct-contact fallback ready if the eVestment screen is not cleared.", "pattern": "CalPERS exposes both a proposal route and a public-manager route, so the first-touch path depends on qualification and sponsorship.", "sme_verify": "Do unsolicited proposals get triaged centrally, asset-class-team routed, or referred out to an adviser first?", "source_path": "docs/quant-pitch-calendar.md; docs/quant-pitch-now-validation.md; data/recovered_loop_tick47_live_surface_signals.json; data/recovered_loop_tick73_calpers_evestment_go_no_go_fields.json"}, "confidence": 0.98, "created_at": "2026-06-19 17:55:01", "deadline": null, "id": "proposal-portal-intake-calpers-investment-proposal-submission-public-investment-manager-opportunities-direct-proposal-intake-plus-public-manager-qualification-screen-2026-06-19-go", "next_review": null, "signal_date": "2026-06-19", "signal_type": "proposal_portal_intake", "status": "go", "strategy": "direct proposal intake plus public-manager qualification screen", "subject_id": "calpers-investment-proposal-submission-public-investment-manager-opportunities", "subject_name": "CalPERS Investment Proposal Submission / Public Investment Manager Opportunities", "subject_type": "public_pension_surface", "updated_at": "2026-06-19 17:55:01"}
{"amount": "", "attrs": {"evidence_paths": ["data/intel.db", "data/recovered_loop_tick84_account_priority_rescore.json"]}, "confidence": 0.9, "created_at": "2026-06-19 17:55:01", "deadline": null, "id": "allocation-review-new-york-state-common-retirement-fund-opportunistic-absolute-return-plus-systematic-public-strategies-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "allocation_review", "status": "active", "strategy": "opportunistic absolute return plus systematic public strategies", "subject_id": "new-york-state-common-retirement-fund", "subject_name": "New York State Common Retirement Fund", "subject_type": "allocator_target", "updated_at": "2026-06-20 19:21:16"}
{"amount": "", "attrs": {"action": "Capture the July 16-17 board-material bundle at URL level and extract agenda, summary, recording, approvals, commitments, and manager-change references.", "pattern": "Board-cycle intelligence is only useful when meeting-specific attachments are mirrored and parsed.", "sme_verify": "Does the July meeting include actual approvals and commitments, or only informational items?", "source_path": "docs/quant-board-packet-extraction-queue.md; docs/quant-pitch-calendar.md; data/recovered_loop_tick74_trs_utimco_board_materials_action_queue.json"}, "confidence": 0.9, "created_at": "2026-06-19 17:55:01", "deadline": null, "id": "board-archive-window-teacher-retirement-system-of-texas-board-book-and-manager-change-extraction-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "board_archive_window", "status": "active", "strategy": "board book and manager-change extraction", "subject_id": "teacher-retirement-system-of-texas", "subject_name": "Teacher Retirement System of Texas", "subject_type": "public_pension", "updated_at": "2026-06-19 17:55:01"}
{"amount": "", "attrs": {"action": "Mirror the posted meeting resources and extract any allocation-language, manager references, and archive fields that point to live pitchable motion.", "pattern": "An archive that exposes agenda, book, and audio fields can surface allocation motion even after the meeting date passes.", "sme_verify": "Which archive fields are actually posted for June 18, 2026: agenda only, agenda plus book, or full agenda/book/audio?", "source_path": "data/recovered_loop_tick64_official_packet_source_upgrades.json; data/recovered_loop_tick65_board_packet_extraction_targets.json"}, "confidence": 0.92, "created_at": "2026-06-19 17:55:01", "deadline": null, "id": "board-archive-window-utimco-board-agenda-board-book-audio-extraction-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "board_archive_window", "status": "active", "strategy": "board agenda / board book / audio extraction", "subject_id": "utimco", "subject_name": "UTIMCO", "subject_type": "endowment_surface", "updated_at": "2026-06-19 17:55:01"}
{"amount": "", "attrs": {"action": "Prioritize PRIM for hedge-fund-like PCS, risk premia, and completion-strategy capacity; frame the pitch around portfolio completion, liquidity, and drawdown control.", "pattern": "A target-range update and new direct hedge-fund inceptions usually signal a real review of capacity and manager mix.", "sme_verify": "Does the official record prove a manager-facing platform, or is this still an internal procurement surface?", "source_path": "data/recovered_loop_tick16_live_subagent_signals.json; docs/quant-pitch-calendar.md; data/recovered_loop_tick71_live_open_rfp_and_funding_cycle_targets.json"}, "confidence": 0.9, "created_at": "2026-06-19 17:55:01", "deadline": null, "id": "allocation-target-refresh-massachusetts-prim-prit-fund-portfolio-completion-strategies-including-hedge-funds-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "allocation_target_refresh", "status": "monitor", "strategy": "Portfolio Completion Strategies including hedge funds", "subject_id": "massachusetts-prim-prit-fund", "subject_name": "Massachusetts PRIM / PRIT Fund", "subject_type": "allocator", "updated_at": "2026-06-19 17:55:01"}
{"amount": "", "attrs": {"action": "Use the partner-contact surface as the public intake for new-manager relationships, but keep the stronger hedge-fund-allocation claim source-gated.", "pattern": "A public partner page is actionable, but it is not the same as an official hedge-fund allocation review.", "sme_verify": "Does HMC want a partner-intake conversation, or is there a real hedge-fund allocation review behind the page?", "source_path": "data/recovered_loop_tick39_board_agenda_rfp_signals.json; docs/quant-pitch-now-validation.md; data/recovered_loop_tick44_identity_normalization_audit.json"}, "confidence": 0.62, "created_at": "2026-06-19 17:55:01", "deadline": null, "id": "partner-intake-harvard-university-endowment-harvard-management-company-new-manager-relationship-intake-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "partner_intake", "status": "monitor", "strategy": "new-manager relationship intake", "subject_id": "harvard-university-endowment-harvard-management-company", "subject_name": "Harvard University Endowment / Harvard Management Company", "subject_type": "endowment", "updated_at": "2026-06-19 17:55:01"}
{"amount": "", "attrs": {"action": "Lead with absolute-return, derivatives, and low-correlation risk management.", "pattern": "HOOPP openly operates a discretionary derivatives and alternative-investments team and says absolute-return strategies are meant to work in any market condition.", "sme_verify": "Which named contact or committee actually owns the absolute-return review?", "source_path": "data/recovered_loop_tick37_non_us_allocator_signals.json; data/recovered_batches/extracted_tick10_lps.json; docs/quant-pitch-calendar.md"}, "confidence": 0.96, "created_at": "2026-06-19 17:55:01", "deadline": null, "id": "strategy-demand-healthcare-of-ontario-pension-plan-hoopp-absolute-return-derivatives-low-correlation-risk-management-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "strategy_demand", "status": "active", "strategy": "absolute return / derivatives / low-correlation risk management", "subject_id": "healthcare-of-ontario-pension-plan-hoopp", "subject_name": "Healthcare of Ontario Pension Plan (HOOPP)", "subject_type": "public_pension", "updated_at": "2026-06-19 17:55:01"}
{"amount": "", "attrs": {"action": "Use consultant coverage and RFP visibility to reach the first-screen shortlist, but split the Chicago cluster into plan-level buyers before outreach.", "pattern": "Consultant-led alternatives diligence can determine which managers enter the allocator search set before any public RFP appears.", "sme_verify": "Which Chicago plan is the actual buyer, and does Callan or direct board routing dominate?", "source_path": "data/recovered_loop_tick21_consultant_gap_signals.json; data/recovered_loop_tick31_consultant_gatekeeper_people.json; data/recovered_loop_tick56_pitch_calendar_source_quality_signals.json; docs/quant-consultant-private-wealth-extraction-queue.md"}, "confidence": 0.9, "created_at": "2026-06-19 17:55:01", "deadline": null, "id": "consultant-gatekeeper-chicago-pension-funds-cluster-callan-alternatives-consulting-ocio-rfp-routing-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "consultant_gatekeeper", "status": "monitor", "strategy": "alternatives consulting / OCIO / RFP routing", "subject_id": "chicago-pension-funds-cluster-callan", "subject_name": "Chicago Pension Funds cluster / Callan", "subject_type": "vendor", "updated_at": "2026-06-19 17:55:01"}
{"amount": "", "attrs": {"action": "Prepare platform-compatible fund data, subscription docs, advisor comparisons, and family-office-ready messaging for CAIS, iCapital, Morningstar, UBS, and Morgan Stanley/BlackRock wrapper channels.", "pattern": "Private-wealth alternatives platforms consolidate access rails, so manager distribution shifts from bilateral pitching to platform-ready packaging.", "sme_verify": "Which workflow fields are mandatory on each platform before a manager becomes listable or searchable?", "source_path": "data/recovered_loop_tick21_private_wealth_channels.json; data/recovered_loop_tick35_private_wealth_platform_signals.json; data/recovered_loop_tick36_private_wealth_platforms_expanded.json; data/recovered_loop_tick42_workflow_retrieval_surfaces.json; data/recovered_loop_tick74_private_wealth_platform_onboarding_fields.json; docs/quant-consultant-private-wealth-extraction-queue.md"}, "confidence": 0.89, "created_at": "2026-06-19 17:55:01", "deadline": null, "id": "wealth-channel-demand-private-wealth-platform-cluster-advisor-platform-and-family-office-routes-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "wealth_channel_demand", "status": "active", "strategy": "advisor-platform and family-office routes", "subject_id": "private-wealth-platform-cluster", "subject_name": "Private-wealth platform cluster", "subject_type": "vendor_cluster", "updated_at": "2026-06-19 17:55:01"}
{"amount": "", "attrs": {"action": "Publish a CAIS-style advisor answer pack covering quant hedge funds versus QIS, managed futures, market-neutral, and liquid alternatives, with platform fields and advisor FAQ.", "chatbot_or_retrieval_surface": "CAIS x Claude; ChatGPT Search; Google AI Overviews; Perplexity", "pattern": "Advisor platforms can turn answer-engine visibility into listability when platform data fields and advisor language are ready.", "priority_rank": 1, "proof_gap": "Verify the current CAIS/Claude advisor-intelligence workflow and required asset-manager fields.", "sme_verify": "Which CAIS field or advisor prompt most often determines whether a liquid-alts manager is shown to advisors?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md; data/recovered_loop_tick74_private_wealth_platform_onboarding_fields.json"}, "confidence": 0.9, "created_at": "2026-06-19 17:59:33", "deadline": null, "id": "private-wealth-route-cais-x-claude-advisor-intelligence-route-advisor-platform-aeo-geo-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "private_wealth_route", "status": "active", "strategy": "advisor-platform AEO/GEO", "subject_id": "cais-x-claude-advisor-intelligence-route", "subject_name": "CAIS x Claude advisor intelligence route", "subject_type": "private_wealth_route", "updated_at": "2026-06-19 17:59:33"}
{"amount": "", "attrs": {"action": "Create iCapital-compatible fund metadata, subscription, diligence, advisor education, and reporting artifacts.", "chatbot_or_retrieval_surface": "iCapital Marketplace; advisor research workflow; ChatGPT Search", "pattern": "Private-wealth access depends on platform-ready packets, not generic institutional pitch books.", "priority_rank": 2, "proof_gap": "Extract current marketplace and due-diligence workflow fields from official iCapital surfaces.", "sme_verify": "Which iCapital metadata fields determine whether advisors can find and compare a hedge-fund strategy?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md; data/recovered_loop_tick35_private_wealth_platform_signals.json; data/recovered_loop_tick74_private_wealth_platform_onboarding_fields.json"}, "confidence": 0.88, "created_at": "2026-06-19 17:59:33", "deadline": null, "id": "private-wealth-route-icapital-marketplace-diligence-route-platform-listing-and-diligence-packaging-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "private_wealth_route", "status": "active", "strategy": "platform listing and diligence packaging", "subject_id": "icapital-marketplace-diligence-route", "subject_name": "iCapital marketplace diligence route", "subject_type": "private_wealth_route", "updated_at": "2026-06-19 17:59:33"}
{"amount": "", "attrs": {"action": "Hold as monitor until official alternatives, research, event, or family-office pages prove current workflow; prepare source-quality guarded content now.", "chatbot_or_retrieval_surface": "J.P. Morgan research portal; Microsoft 365 Copilot; AlphaSense; ChatGPT Search", "pattern": "Private-bank influence is valuable but weak official evidence should not be treated as active pitchability.", "priority_rank": 3, "proof_gap": "Need current official research page, family-office report, event page, or alternatives workflow.", "sme_verify": "Which private-bank desk screens liquid alternatives for family-office clients, and what official document proves it?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md; data/recovered_loop_tick73_official_source_downgrade_and_proof_queue.json"}, "confidence": 0.72, "created_at": "2026-06-19 17:59:33", "deadline": null, "id": "private-bank-route-j-p-morgan-private-bank-family-office-route-private-bank-family-office-route-with-source-guardrails-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "private_bank_route", "status": "monitor", "strategy": "private-bank family-office route with source guardrails", "subject_id": "j-p-morgan-private-bank-family-office-route", "subject_name": "J.P. Morgan Private Bank family-office route", "subject_type": "private_bank_route", "updated_at": "2026-06-19 17:59:33"}
{"amount": "", "attrs": {"action": "Turn UBS family-office allocation themes into quant hedge-fund education assets, SME call questions, and advisor-ready comparison pages.", "chatbot_or_retrieval_surface": "UBS family-office reports; Microsoft 365 Copilot; ChatGPT Search; Perplexity", "pattern": "Family-office report language can drive advisor education and answer-engine queries before a formal platform search appears.", "priority_rank": 4, "proof_gap": "Fetch the latest report or event proof for alternatives allocation and liquid-alts language.", "sme_verify": "Which UBS family-office report topics map to active liquid-alternatives manager conversations?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md; data/recovered_loop_tick21_private_wealth_channels.json"}, "confidence": 0.82, "created_at": "2026-06-19 17:59:33", "deadline": null, "id": "private-bank-route-ubs-global-wealth-management-uhnw-and-family-office-route-uhnw-and-family-office-education-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "private_bank_route", "status": "active", "strategy": "UHNW and family-office education", "subject_id": "ubs-global-wealth-management-uhnw-and-family-office-route", "subject_name": "UBS Global Wealth Management UHNW and family-office route", "subject_type": "private_bank_route", "updated_at": "2026-06-19 17:59:33"}
{"amount": "", "attrs": {"action": "Draft a model-portfolio fit note and product-screen checklist while sourcing official workflow proof.", "chatbot_or_retrieval_surface": "Morningstar advisor workflow; ChatGPT Search; Google AI Overviews; Perplexity", "pattern": "RIA platforms translate manager discovery into model/shelf compatibility fields.", "priority_rank": 5, "proof_gap": "Need official model-portfolio or product-screening source before active pitch status.", "sme_verify": "What model-portfolio field disqualifies or advances a liquid-alts manager in Morningstar-style workflows?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md; data/recovered_loop_tick77_aeo_content_production_backlog.json"}, "confidence": 0.74, "created_at": "2026-06-19 17:59:33", "deadline": null, "id": "advisor-platform-route-morningstar-wealth-model-portfolio-route-ria-model-portfolio-discovery-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "advisor_platform_route", "status": "monitor", "strategy": "RIA model-portfolio discovery", "subject_id": "morningstar-wealth-model-portfolio-route", "subject_name": "Morningstar Wealth model-portfolio route", "subject_type": "advisor_platform_route", "updated_at": "2026-06-19 17:59:33"}
{"amount": "", "attrs": {"action": "Prepare wrapper-compatible diligence and monitor for official advisor portal, SMA product, or approval-workflow evidence.", "chatbot_or_retrieval_surface": "advisor portal search; Microsoft 365 Copilot; ChatGPT Search; Google AI Overviews", "pattern": "Advisor-sold alternatives require wrapper and model-approval fit, not only institutional manager quality.", "priority_rank": 6, "proof_gap": "Need current official wrapper, advisor portal, or product approval workflow source.", "sme_verify": "Which wrapper or product-approval route would let a hedge-fund strategy reach Morgan Stanley advisors?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md; data/recovered_loop_tick36_private_wealth_platforms_expanded.json"}, "confidence": 0.7, "created_at": "2026-06-19 17:59:33", "deadline": null, "id": "advisor-platform-route-morgan-stanley-and-blackrock-alternatives-wrapper-route-advisor-sold-alternatives-wrapper-readiness-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "advisor_platform_route", "status": "monitor", "strategy": "advisor-sold alternatives wrapper readiness", "subject_id": "morgan-stanley-and-blackrock-alternatives-wrapper-route", "subject_name": "Morgan Stanley and BlackRock alternatives-wrapper route", "subject_type": "advisor_platform_route", "updated_at": "2026-06-19 17:59:33"}
{"amount": "", "attrs": {"action": "Extract current event, speaker, sponsor, and theme pages, then route family-office quant education assets to named CIO corridors.", "chatbot_or_retrieval_surface": "ChatGPT Search; Perplexity; Google AI Overviews; event agenda search", "pattern": "Family-office events reveal influence paths before capital movements appear in public filings.", "priority_rank": 7, "proof_gap": "Need current Campden event or speaker proof.", "sme_verify": "Which Campden corridor has CIOs discussing liquid alternatives, crisis alpha, or uncorrelated return?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md; data/recovered_loop_tick75_conference_meeting_calendar_routes.json"}, "confidence": 0.76, "created_at": "2026-06-19 17:59:33", "deadline": null, "id": "family-office-route-campden-wealth-family-office-corridor-family-office-event-and-cio-corridor-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "family_office_route", "status": "monitor", "strategy": "family-office event and CIO corridor", "subject_id": "campden-wealth-family-office-corridor", "subject_name": "Campden Wealth family-office corridor", "subject_type": "family_office_route", "updated_at": "2026-06-19 17:59:33"}
{"amount": "", "attrs": {"action": "Extract member-firm, event, speaker, and sponsor evidence, then map advisor education assets to firms with alternatives or OCIO language.", "chatbot_or_retrieval_surface": "ChatGPT Search; Google AI Overviews; Perplexity; event/member search", "pattern": "Multifamily-office B2B networks can be hidden distribution rails for alternatives managers.", "priority_rank": 8, "proof_gap": "Need current member, event, or person pages.", "sme_verify": "Which Family Wealth Alliance member firms screen external liquid-alternatives managers?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md; data/recovered_loop_tick76_person_gap_high_influence_routes.json"}, "confidence": 0.74, "created_at": "2026-06-19 17:59:33", "deadline": null, "id": "family-office-route-family-wealth-alliance-multifamily-office-network-route-multifamily-office-network-mapping-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "family_office_route", "status": "monitor", "strategy": "multifamily-office network mapping", "subject_id": "family-wealth-alliance-multifamily-office-network-route", "subject_name": "Family Wealth Alliance multifamily-office network route", "subject_type": "family_office_route", "updated_at": "2026-06-19 17:59:33"}
{"amount": "", "attrs": {"action": "Use event-route rows to schedule family-office and advisor meetings, then capture SME-verifiable motion signals from each conversation.", "chatbot_or_retrieval_surface": "ChatGPT Search; Perplexity; Google AI Overviews; LinkedIn/news search; conference app search", "pattern": "Conference corridors compress hidden family-office influence into public agendas, sponsors, and attendee networks.", "priority_rank": 9, "proof_gap": "Need current agenda, sponsor, and attendee proof for each named event before assigning person-level outreach.", "sme_verify": "Which family-office attendees or allocators at these events are currently replacing low-performing liquid-alts exposure?", "source_path": "data/recovered_loop_tick75_conference_meeting_calendar_routes.json; docs/quant-consultant-private-wealth-extraction-queue.md; data/recovered_loop_tick73_pitch_proof_queue_to_sme_call_sheet.json"}, "confidence": 0.83, "created_at": "2026-06-19 17:59:33", "deadline": null, "id": "conference-route-salt-iconnections-sohn-milken-family-office-corridor-conference-led-private-wealth-meeting-route-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "conference_route", "status": "active", "strategy": "conference-led private-wealth meeting route", "subject_id": "salt-iconnections-sohn-milken-family-office-corridor", "subject_name": "SALT iConnections Sohn Milken family-office corridor", "subject_type": "conference_route", "updated_at": "2026-06-19 17:59:33"}
{"amount": "", "attrs": {"cadence_days": 21, "downgrade_or_kill_rule": "Downgrade if two consecutive rechecks find only trade-press echoes or no new primary allocator record.", "evidence_to_fetch": ["board packet", "annual report", "disclosure", "termination reason", "replacement plan"], "promote_to_active_rule": "Promote when a primary VRS board packet, annual report, or disclosure names Orchard termination and shows a replacement or transition path.", "sme_verifier_type": "public-pension credit SME", "source_path": "docs/quant-pitch-calendar.md; data/recovered_loop_tick50_replacement_motion_signals.json; data/recovered_loop_tick73_official_source_downgrade_and_proof_queue.json", "target_official_surface": "VRS board packet, annual report, and disclosure archive", "why_it_matters_for_quant_hedge_fund": "Liquid-credit exits can open replacement, relative-value, or systematic fixed-income slots with clear transition economics."}, "confidence": 0.5, "created_at": "2026-06-19 17:59:41", "deadline": null, "id": "cadence-scheduler-vrs-orchard-liquid-credit-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "cadence_scheduler", "status": "monitor", "strategy": "", "subject_id": "vrs-orchard-liquid-credit", "subject_name": "VRS Orchard Liquid Credit", "subject_type": "allocator_monitor", "updated_at": "2026-06-19 17:59:41"}
{"amount": "", "attrs": {"cadence_days": 21, "downgrade_or_kill_rule": "Downgrade if the record stays at generic manager-reallocation language after two rechecks or never identifies a sleeve-level decision.", "evidence_to_fetch": ["board packet", "sleeve-specific manager change", "long-vol allocation history", "reason category", "replacement or redesign language"], "promote_to_active_rule": "Promote when sleeve-specific evidence proves the long-vol or risk-mitigation termination claim and identifies a live replacement or redesign decision.", "sme_verifier_type": "public-pension risk-allocation SME", "source_path": "docs/quant-pitch-calendar.md; data/recovered_loop_tick50_replacement_motion_signals.json; data/recovered_loop_tick73_official_source_downgrade_and_proof_queue.json", "target_official_surface": "SURS board packet, annual report, and manager-decision record", "why_it_matters_for_quant_hedge_fund": "A real long-vol reallocation can open a crisis-alpha or convexity pitch window with a clear implementation need."}, "confidence": 0.5, "created_at": "2026-06-19 17:59:41", "deadline": null, "id": "cadence-scheduler-surs-long-vol-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "cadence_scheduler", "status": "monitor", "strategy": "", "subject_id": "surs-long-vol", "subject_name": "SURS long-vol", "subject_type": "allocator_monitor", "updated_at": "2026-06-19 17:59:41"}
{"amount": "", "attrs": {"cadence_days": 30, "downgrade_or_kill_rule": "Downgrade if only mission or scale material remains after two monthly checks and no official investment decision surface appears.", "evidence_to_fetch": ["investment office page", "annual report", "Form 990", "staff bio", "governance document"], "promote_to_active_rule": "Promote when an official St. Jude or ALSAC source names the investment gatekeeper or shows a current liquid-alts or alternatives screening route.", "sme_verifier_type": "hospital-endowment SME", "source_path": "docs/quant-pitch-calendar.md; docs/quant-pitch-workflow-packets.md; data/recovered_loop_tick57_official_source_upgrade_paths.json; data/recovered_loop_tick73_official_source_downgrade_and_proof_queue.json", "target_official_surface": "St. Jude financial-information, annual-report, Form 990, and staff-bio surfaces", "why_it_matters_for_quant_hedge_fund": "Mission-aligned capital can buy low-correlation, downside-buffering sleeves when the gatekeeper and intake route are real."}, "confidence": 0.5, "created_at": "2026-06-19 17:59:41", "deadline": null, "id": "cadence-scheduler-st-jude-alsac-2026-06-19-weak-evidence", "next_review": null, "signal_date": "2026-06-19", "signal_type": "cadence_scheduler", "status": "weak_evidence", "strategy": "", "subject_id": "st-jude-alsac", "subject_name": "St. Jude / ALSAC", "subject_type": "allocator_monitor", "updated_at": "2026-06-19 17:59:41"}
{"amount": "", "attrs": {"cadence_days": 21, "downgrade_or_kill_rule": "Downgrade if the only evidence is a generic PRIM investments page or the PCS route never resolves into a dated official record after two checks.", "evidence_to_fetch": ["procurement record", "board record", "PCS timing", "manager-facing language", "official platform document"], "promote_to_active_rule": "Promote when a PRIM board, procurement, or official platform record proves the PCS or managed-account route is manager-facing and current.", "sme_verifier_type": "public-pension procurement SME", "source_path": "docs/quant-pitch-calendar.md; data/recovered_loop_tick65_board_packet_extraction_targets.json; data/recovered_loop_tick68_official_packet_extraction_plan.json; data/recovered_loop_tick70_official_url_resolution_targets.json; data/recovered_loop_tick73_official_source_downgrade_and_proof_queue.json", "target_official_surface": "MassPRIM investments, PCS procurement, and board-record surfaces", "why_it_matters_for_quant_hedge_fund": "A manager-facing PCS lane creates a direct distribution and implementation wedge for systematic, hedge-fund-like, or risk-premia sleeves."}, "confidence": 0.5, "created_at": "2026-06-19 17:59:41", "deadline": null, "id": "cadence-scheduler-massprim-pcs-2026-06-19-weak-evidence", "next_review": null, "signal_date": "2026-06-19", "signal_type": "cadence_scheduler", "status": "weak_evidence", "strategy": "", "subject_id": "massprim-pcs", "subject_name": "MassPRIM PCS", "subject_type": "allocator_monitor", "updated_at": "2026-06-19 17:59:41"}
{"amount": "", "attrs": {"cadence_days": 7, "downgrade_or_kill_rule": "Downgrade if the RFP page remains negative and board packets show only routine governance for two weekly checks.", "evidence_to_fetch": ["board agenda", "minutes", "motion", "vote", "attachment", "RFP status"], "promote_to_active_rule": "Promote when board materials show manager review, replacement, or the RFP page flips to an open procurement cycle.", "sme_verifier_type": "public-pension procurement SME", "source_path": "docs/quant-board-packet-extraction-queue.md; docs/quant-pitch-calendar.md; data/recovered_loop_tick70_official_url_resolution_targets.json; data/recovered_loop_tick75_conference_meeting_calendar_routes.json", "target_official_surface": "KCERA board agendas/minutes and KCERA RFP page", "why_it_matters_for_quant_hedge_fund": "Mid-sized plan cadence often exposes renewal and replacement timing before a broad search becomes public."}, "confidence": 0.5, "created_at": "2026-06-19 17:59:41", "deadline": null, "id": "cadence-scheduler-kcera-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "cadence_scheduler", "status": "monitor", "strategy": "", "subject_id": "kcera", "subject_name": "KCERA", "subject_type": "allocator_monitor", "updated_at": "2026-06-19 17:59:41"}
{"amount": "", "attrs": {"cadence_days": 14, "downgrade_or_kill_rule": "Downgrade if only historical reports or boilerplate solicitation language remain after two checks.", "evidence_to_fetch": ["new-manager report", "trustee packet", "future solicitations form", "mandate language", "selection date"], "promote_to_active_rule": "Promote when the quarterly report shows a fresh allocation or the trustee/future-solicitation surfaces show a live vendor intake path.", "sme_verifier_type": "public-pension onboarding SME", "source_path": "docs/quant-board-packet-extraction-queue.md; docs/quant-pitch-calendar.md; data/recovered_loop_tick64_official_packet_source_upgrades.json; data/recovered_loop_tick70_official_url_resolution_targets.json", "target_official_surface": "Florida SBA new-manager reports, trustee materials, and future-solicitations form", "why_it_matters_for_quant_hedge_fund": "Onboarding tapes expose newly opened relationships earlier than broader procurement notices."}, "confidence": 0.5, "created_at": "2026-06-19 17:59:41", "deadline": null, "id": "cadence-scheduler-florida-sba-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "cadence_scheduler", "status": "monitor", "strategy": "", "subject_id": "florida-sba", "subject_name": "Florida SBA", "subject_type": "allocator_monitor", "updated_at": "2026-06-19 17:59:41"}
{"amount": "", "attrs": {"cadence_days": 14, "downgrade_or_kill_rule": "Downgrade if the cluster stays merged and no plan-level buyer or consultant surface appears after two cycles.", "evidence_to_fetch": ["plan-level board packet", "RFP notice", "consultant page", "named contact", "committee agenda"], "promote_to_active_rule": "Promote when the merged Chicago row splits into a plan-level buyer or Callan exposes a live search with named consultant owners.", "sme_verifier_type": "consultant-routing SME", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md; docs/quant-pitch-calendar.md; data/recovered_loop_tick57_official_source_upgrade_paths.json; data/recovered_loop_tick73_official_source_downgrade_and_proof_queue.json", "target_official_surface": "Chicago plan procurement pages and Callan / RFP network surfaces", "why_it_matters_for_quant_hedge_fund": "Consultant routing determines who screens managers and where the shortlist actually lives."}, "confidence": 0.5, "created_at": "2026-06-19 17:59:41", "deadline": null, "id": "cadence-scheduler-chicago-callan-cluster-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "cadence_scheduler", "status": "monitor", "strategy": "", "subject_id": "chicago-callan-cluster", "subject_name": "Chicago / Callan cluster", "subject_type": "allocator_cluster_monitor", "updated_at": "2026-06-19 17:59:41"}
{"amount": "", "attrs": {"cadence_days": 30, "downgrade_or_kill_rule": "Downgrade if the page is static guidance or stale registration language across two monthly checks.", "evidence_to_fetch": ["manager registration page", "form fields", "intake instructions", "process lead", "future RFP cues"], "promote_to_active_rule": "Promote when the GPIF registration system is live, the fields are current, and alternative-assets intake confirms manager-facing access.", "sme_verifier_type": "sovereign-governance SME", "source_path": "docs/quant-pitch-workflow-packets.md; docs/quant-pitch-calendar.md; data/recovered_loop_tick40_influence_paths_aeo_geo.json; data/recovered_loop_tick65_board_packet_extraction_targets.json", "target_official_surface": "GPIF manager registration system for alternative assets", "why_it_matters_for_quant_hedge_fund": "Pre-RFP gates can be the first real distribution surface for hedge-fund-like strategies."}, "confidence": 0.5, "created_at": "2026-06-19 17:59:41", "deadline": null, "id": "cadence-scheduler-gpif-2026-06-19-weak-evidence", "next_review": null, "signal_date": "2026-06-19", "signal_type": "cadence_scheduler", "status": "weak_evidence", "strategy": "", "subject_id": "gpif", "subject_name": "GPIF", "subject_type": "sovereign_monitor", "updated_at": "2026-06-19 17:59:41"}
{"amount": "", "attrs": {"cadence_days": 30, "downgrade_or_kill_rule": "Downgrade if the gate is not reachable or the route is clearly closed or relationship-only after two rechecks.", "evidence_to_fetch": ["Managers Gate login or register path", "external-manager program language", "monthly quantitative data fields", "regional relevance", "named governance contact"], "promote_to_active_rule": "Promote when Managers Gate remains open and the program frames direct external-manager registration or pre-RFP intake.", "sme_verifier_type": "sovereign-governance SME", "source_path": "docs/quant-pitch-workflow-packets.md; docs/quant-pitch-calendar.md; data/recovered_loop_tick40_influence_paths_aeo_geo.json; data/recovered_loop_tick65_board_packet_extraction_targets.json", "target_official_surface": "PIF Managers Gate and MENA External Managers Program", "why_it_matters_for_quant_hedge_fund": "Access to a sovereign external-manager gate can bypass normal RFP lag."}, "confidence": 0.5, "created_at": "2026-06-19 17:59:41", "deadline": null, "id": "cadence-scheduler-pif-2026-06-19-weak-evidence", "next_review": null, "signal_date": "2026-06-19", "signal_type": "cadence_scheduler", "status": "weak_evidence", "strategy": "", "subject_id": "pif", "subject_name": "PIF", "subject_type": "sovereign_monitor", "updated_at": "2026-06-19 17:59:41"}
{"amount": "", "attrs": {"cadence_days": 45, "downgrade_or_kill_rule": "Downgrade if only broad marketing survives and no current official manager-context surface is updated across two 45-day cycles.", "evidence_to_fetch": ["official manager context", "annual report", "external mandates", "responsible-investment policy", "mandate contact"], "promote_to_active_rule": "Promote when current official materials show external-mandates review, ownership structure, or actual mandate intake relevant to systematic or liquid alternatives.", "sme_verifier_type": "sovereign-allocator SME", "source_path": "docs/quant-pitch-calendar.md; docs/quant-pitch-workflow-packets.md; data/recovered_loop_tick65_board_packet_extraction_targets.json", "target_official_surface": "NZ Super official manager context, annual report, and external-mandates route", "why_it_matters_for_quant_hedge_fund": "Sovereign pools can accept systematic or managed-account allocations when the right governance lane is visible."}, "confidence": 0.5, "created_at": "2026-06-19 17:59:41", "deadline": null, "id": "cadence-scheduler-nz-super-2026-06-19-weak-evidence", "next_review": null, "signal_date": "2026-06-19", "signal_type": "cadence_scheduler", "status": "weak_evidence", "strategy": "", "subject_id": "nz-super", "subject_name": "NZ Super", "subject_type": "sovereign_monitor", "updated_at": "2026-06-19 17:59:41"}
{"amount": "", "attrs": {"cadence_days": 30, "downgrade_or_kill_rule": "Downgrade if only generic brand pages remain and no current governance or research cue appears after two monthly checks.", "evidence_to_fetch": ["board and asset-liability route", "committee names", "derivatives or risk-management references", "research and analysis surface", "named governance contacts"], "promote_to_active_rule": "Promote when governance documents or research pages still show absolute-return or derivatives fit and the named route owners remain current.", "sme_verifier_type": "sovereign-pension governance SME", "source_path": "docs/quant-pitch-calendar.md; docs/quant-pitch-workflow-packets.md; data/recovered_loop_tick40_influence_paths_aeo_geo.json; data/recovered_loop_tick65_board_packet_extraction_targets.json", "target_official_surface": "HOOPP board and asset-liability route plus research surface", "why_it_matters_for_quant_hedge_fund": "Absolute-return and derivatives-aware allocators can be high-quality homes for market-neutral and crisis-alpha sleeves."}, "confidence": 0.5, "created_at": "2026-06-19 17:59:41", "deadline": null, "id": "cadence-scheduler-hoopp-2026-06-19-weak-evidence", "next_review": null, "signal_date": "2026-06-19", "signal_type": "cadence_scheduler", "status": "weak_evidence", "strategy": "", "subject_id": "hoopp", "subject_name": "HOOPP", "subject_type": "sovereign_monitor", "updated_at": "2026-06-19 17:59:41"}
{"amount": "", "attrs": {"action": "Turn the search page, attachments, and addenda into a one-page response brief before the deadline window closes.", "pattern": "The search is pitchable only when the actual attachments and award path are captured.", "sme_verify": "Do the attachments show a true search launch or only a notice of future solicitation?", "source_path": "docs/quant-pitch-calendar.md; docs/quant-board-packet-extraction-queue.md; data/recovered_loop_tick73_nyc_bam_response_packet_requirements.json"}, "confidence": 0.96, "created_at": "2026-06-19 18:02:32", "deadline": null, "id": "one-page-brief-template-nyc-bureau-of-asset-management-nyc-bam-passive-indexing-search-replacement-cycle-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "one_page_brief_template", "status": "active", "strategy": "passive-indexing search / replacement cycle", "subject_id": "nyc-bureau-of-asset-management-nyc-bam", "subject_name": "NYC Bureau of Asset Management (NYC BAM)", "subject_type": "public_pension_surface", "updated_at": "2026-06-19 18:02:32"}
{"amount": "", "attrs": {"action": "Keep the proposal portal and manager-opportunity packet aligned to a total-fund completion memo with a direct-contact fallback.", "pattern": "CalPERS can screen through either proposal intake or manager opportunities, so the packet has to work on both paths.", "sme_verify": "Is eVestment completeness enough, or does CalPERS want a direct staff sponsor first?", "source_path": "docs/quant-pitch-calendar.md; docs/quant-pitch-now-validation.md; data/recovered_loop_tick73_calpers_evestment_go_no_go_fields.json"}, "confidence": 0.97, "created_at": "2026-06-19 18:02:32", "deadline": null, "id": "one-page-brief-template-calpers-direct-proposal-intake-plus-public-manager-qualification-screen-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "one_page_brief_template", "status": "active", "strategy": "direct proposal intake plus public-manager qualification screen", "subject_id": "calpers", "subject_name": "CalPERS", "subject_type": "public_pension_surface", "updated_at": "2026-06-19 18:02:32"}
{"amount": "", "attrs": {"action": "Normalize each disclosure row into a hiring, termination, or follow-on action and map the emerging-manager route beside it.", "pattern": "Monthly disclosure and emerging-manager rows become actionable only after the row-level fields are separated cleanly.", "sme_verify": "Which disclosed hires, terminations, or graduation signals actually trigger a review cycle?", "source_path": "data/recovered_loop_tick74_nyscrf_monthly_tape_schema_and_actions.json; docs/quant-pitch-calendar.md"}, "confidence": 0.93, "created_at": "2026-06-19 18:02:32", "deadline": null, "id": "one-page-brief-template-new-york-state-common-retirement-fund-nyscrf-monthly-disclosure-emerging-manager-routing-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "one_page_brief_template", "status": "active", "strategy": "monthly disclosure / emerging-manager routing", "subject_id": "new-york-state-common-retirement-fund-nyscrf", "subject_name": "New York State Common Retirement Fund (NYSCRF)", "subject_type": "public_pension_surface", "updated_at": "2026-06-19 18:02:32"}
{"amount": "", "attrs": {"action": "Capture the July 16-17 board bundle at URL level and extract approvals, votes, committee routing, and manager-change references.", "pattern": "Board-cycle intelligence is only useful when meeting-specific attachments are mirrored and parsed.", "sme_verify": "Does the July meeting include actual approvals and commitments, or only informational items?", "source_path": "docs/quant-board-packet-extraction-queue.md; docs/quant-pitch-calendar.md; data/recovered_loop_tick74_trs_utimco_board_materials_action_queue.json"}, "confidence": 0.9, "created_at": "2026-06-19 18:02:32", "deadline": null, "id": "one-page-brief-template-teacher-retirement-system-of-texas-trs-texas-board-book-and-manager-change-extraction-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "one_page_brief_template", "status": "active", "strategy": "board book and manager-change extraction", "subject_id": "teacher-retirement-system-of-texas-trs-texas", "subject_name": "Teacher Retirement System of Texas (TRS Texas)", "subject_type": "public_pension_surface", "updated_at": "2026-06-19 18:02:32"}
{"amount": "", "attrs": {"action": "Mirror the posted meeting resources and extract any allocation-language, manager references, and archive fields that point to live motion.", "pattern": "An archive that exposes agenda, book, and audio fields can surface allocation motion even after the meeting date passes.", "sme_verify": "Which archive fields are actually posted for June 18, 2026, and is there any audio URL beyond the board row?", "source_path": "data/recovered_loop_tick74_trs_utimco_board_materials_action_queue.json; data/recovered_loop_tick64_official_packet_source_upgrades.json; docs/quant-board-packet-extraction-queue.md"}, "confidence": 0.92, "created_at": "2026-06-19 18:02:32", "deadline": null, "id": "one-page-brief-template-university-of-texas-investment-management-co-utimco-board-agenda-board-book-audio-extraction-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "one_page_brief_template", "status": "active", "strategy": "board agenda / board book / audio extraction", "subject_id": "university-of-texas-investment-management-co-utimco", "subject_name": "University of Texas Investment Management Co. (UTIMCO)", "subject_type": "endowment_surface", "updated_at": "2026-06-19 18:02:32"}
{"amount": "", "attrs": {"action": "Hold the row at monitor until the official record proves the platform is manager-facing and not just internal procurement.", "pattern": "A target-range update only matters when the platform evidence is official and manager-facing.", "sme_verify": "Does the official record prove a manager-facing platform, or is this still an internal procurement surface?", "source_path": "docs/quant-pitch-calendar.md; docs/quant-pitch-now-validation.md; data/recovered_loop_tick71_live_open_rfp_and_funding_cycle_targets.json"}, "confidence": 0.9, "created_at": "2026-06-19 18:02:32", "deadline": null, "id": "one-page-brief-template-massachusetts-pension-reserves-investment-management-board-massprim-portfolio-completion-strategies-and-managed-account-platform-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "one_page_brief_template", "status": "monitor", "strategy": "portfolio completion strategies and managed-account platform", "subject_id": "massachusetts-pension-reserves-investment-management-board-massprim", "subject_name": "Massachusetts Pension Reserves Investment Management Board (MassPRIM)", "subject_type": "allocator", "updated_at": "2026-06-19 18:02:32"}
{"amount": "", "attrs": {"action": "Use the partner page as intake only until an annual report or board record proves hedge-fund allocation motion.", "pattern": "A public partner page is actionable, but it is not the same as an official hedge-fund allocation review.", "sme_verify": "Does HMC want a partner-intake conversation, or is there a real hedge-fund allocation review behind the page?", "source_path": "data/recovered_loop_tick39_board_agenda_rfp_signals.json; docs/quant-pitch-now-validation.md; data/recovered_loop_tick44_identity_normalization_audit.json"}, "confidence": 0.68, "created_at": "2026-06-19 18:02:32", "deadline": null, "id": "one-page-brief-template-harvard-university-endowment-harvard-management-company-new-manager-relationship-intake-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "one_page_brief_template", "status": "monitor", "strategy": "new-manager relationship intake", "subject_id": "harvard-university-endowment-harvard-management-company", "subject_name": "Harvard University Endowment / Harvard Management Company", "subject_type": "endowment", "updated_at": "2026-06-19 18:02:32"}
{"amount": "", "attrs": {"action": "Use Nicola da Roza as the operating gatekeeper and pitch liquid alts as mission-fit portfolio-completion capital.", "pattern": "A named investment lead plus a hospital-related allocator profile creates a practical route for a concise liquidity-aware packet.", "sme_verify": "Is Nicola da Roza still the current gatekeeper, and does outreach go direct or through a consultant?", "source_path": "data/recovered_batches/extracted_tick10_alts_allocators.json; data/recovered_loop_tick31_healthcare_insurance_signals.json; data/recovered_loop_tick45_source_backfill_signals.json"}, "confidence": 0.86, "created_at": "2026-06-19 18:02:32", "deadline": null, "id": "one-page-brief-template-st-jude-children-s-research-hospital-alsac-liquid-alternatives-hedge-funds-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "one_page_brief_template", "status": "active", "strategy": "liquid alternatives / hedge funds", "subject_id": "st-jude-children-s-research-hospital-alsac", "subject_name": "St. Jude Children's Research Hospital ALSAC", "subject_type": "hospital_endowment", "updated_at": "2026-06-19 18:02:32"}
{"amount": "", "attrs": {"action": "Use the alternative-assets registration system as the entry point and build a database-ready packet.", "pattern": "GPIF formalized a manager-registration system for alternative assets and names a CIO-level executive for investment decisions.", "sme_verify": "Is alternative-asset registration the correct first-touch surface before any formal RFP?", "source_path": "data/recovered_loop_tick37_non_us_allocator_signals.json; data/recovered_loop_tick45_source_backfill_signals.json; data/recovered_loop_tick71_live_open_rfp_and_funding_cycle_targets.json"}, "confidence": 0.96, "created_at": "2026-06-19 18:02:32", "deadline": null, "id": "one-page-brief-template-japan-government-pension-investment-fund-gpif-alternative-assets-separate-managed-accounts-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "one_page_brief_template", "status": "active", "strategy": "alternative assets / separate managed accounts", "subject_id": "japan-government-pension-investment-fund-gpif", "subject_name": "Japan Government Pension Investment Fund (GPIF)", "subject_type": "public_pension", "updated_at": "2026-06-19 18:02:32"}
{"amount": "", "attrs": {"action": "Route pitches through the International Investments and MENA Investments leadership stack and use the Managers Gate as the intake surface.", "pattern": "Division-specific ownership inside a mega-SWF is the closest thing to a standing manager-search map.", "sme_verify": "Is the portal merely a registry, or does a named-leader introduction matter more for the first screen?", "source_path": "data/recovered_loop_tick31_sovereign_pitch_windows.json; data/recovered_loop_tick38_apac_middle_east_distribution_channels.json; data/recovered_loop_tick45_source_backfill_signals.json"}, "confidence": 0.82, "created_at": "2026-06-19 18:02:32", "deadline": null, "id": "one-page-brief-template-public-investment-fund-pif-multi-strategy-macro-hedge-funds-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "one_page_brief_template", "status": "active", "strategy": "multi-strategy / macro hedge funds", "subject_id": "public-investment-fund-pif", "subject_name": "Public Investment Fund (PIF)", "subject_type": "allocator", "updated_at": "2026-06-19 18:02:32"}
{"amount": "", "attrs": {"action": "Approach the external-mandates side of the co-CIO model with portable alpha, systematic, and managed-account proposals.", "pattern": "A co-CIO split that isolates external mandates usually yields an identifiable onboarding lane for hedge funds and liquid alternatives.", "sme_verify": "Does the external-mandates lane suffice, or does NZ Super require a mandate-specific RFP?", "source_path": "data/recovered_batches/extracted_tick10_swf_pensions.json; data/recovered_loop_tick31_sovereign_pitch_windows.json; data/recovered_loop_tick45_source_backfill_signals.json"}, "confidence": 0.8, "created_at": "2026-06-19 18:02:32", "deadline": null, "id": "one-page-brief-template-new-zealand-superannuation-fund-systematic-liquid-alternatives-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "one_page_brief_template", "status": "active", "strategy": "systematic / liquid alternatives", "subject_id": "new-zealand-superannuation-fund", "subject_name": "New Zealand Superannuation Fund", "subject_type": "allocator", "updated_at": "2026-06-19 18:02:32"}
{"amount": "", "attrs": {"action": "Lead with absolute-return, derivatives, and low-correlation risk management.", "pattern": "HOOPP openly operates a discretionary derivatives and alternative-investments team and says absolute-return strategies are meant to work in any market condition.", "sme_verify": "Which named contact or committee actually owns the absolute-return review?", "source_path": "data/recovered_loop_tick37_non_us_allocator_signals.json; data/recovered_batches/extracted_tick10_lps.json; docs/quant-pitch-calendar.md"}, "confidence": 0.96, "created_at": "2026-06-19 18:02:32", "deadline": null, "id": "one-page-brief-template-healthcare-of-ontario-pension-plan-hoopp-absolute-return-derivatives-low-correlation-risk-management-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "one_page_brief_template", "status": "active", "strategy": "absolute return / derivatives / low-correlation risk management", "subject_id": "healthcare-of-ontario-pension-plan-hoopp", "subject_name": "Healthcare of Ontario Pension Plan (HOOPP)", "subject_type": "public_pension", "updated_at": "2026-06-19 18:02:32"}
{"amount": "", "attrs": {"action": "Build platform-compatible one-pagers, DDQ fields, and subscription workflow text that can pass listability and shelf-review screens.", "pattern": "The access rail itself is the gate, so the packet has to work for workflow, education, and model-portfolio review.", "sme_verify": "Which workflow fields are mandatory on each platform before a manager becomes listable or searchable?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md; docs/quant-aeo-geo-content-backlog.md; data/recovered_loop_tick74_private_wealth_platform_onboarding_fields.json"}, "confidence": 0.9, "created_at": "2026-06-19 18:02:32", "deadline": null, "id": "one-page-brief-template-private-wealth-platform-cluster-advisor-platform-demand-for-liquid-alternatives-and-model-portfolio-fit-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "one_page_brief_template", "status": "active", "strategy": "advisor-platform demand for liquid alternatives and model-portfolio fit", "subject_id": "private-wealth-platform-cluster", "subject_name": "private-wealth platform cluster", "subject_type": "vendor_cluster", "updated_at": "2026-06-19 18:02:32"}
{"amount": "", "attrs": {"action": "Build consultant-specific manager pages and database packets before broad allocator outreach.", "chatbot_or_retrieval_surface": "AlphaSense, Bloomberg ASKB, FactSet AI, Claude, ChatGPT Search", "pattern": "Research heads can shape the shortlist before an allocator publicly signals a mandate.", "priority_rank": 1, "sme_verify": "Which consultant research head actually owns the hedge-fund shortlist for the target allocator?", "source_path": "data/recovered_loop_tick76_person_gap_high_influence_routes.json; docs/quant-consultant-private-wealth-extraction-queue.md"}, "confidence": 0.91, "created_at": "2026-06-19 18:05:11", "deadline": null, "id": "hidden-influencer-route-consultant-research-head-route-consultant-shortlist-capture-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "hidden_influencer_route", "status": "active", "strategy": "consultant shortlist capture", "subject_id": "consultant-research-head-route", "subject_name": "Consultant research head route", "subject_type": "influencer_route", "updated_at": "2026-06-19 18:05:11"}
{"amount": "", "attrs": {"action": "Ship an ODD-ready evidence pack with source-backed operational controls and data-room index.", "chatbot_or_retrieval_surface": "Claude, Microsoft 365 Copilot, Aksia MAX, consultant portal search", "pattern": "ODD can kill a manager after investment interest exists, so the route must be handled before final diligence.", "priority_rank": 2, "sme_verify": "Which ODD item most often blocks quant hedge-fund approval at Aksia or Albourne?", "source_path": "data/recovered_loop_tick76_person_gap_high_influence_routes.json; data/recovered_loop_tick78_top_account_brief_templates.json"}, "confidence": 0.89, "created_at": "2026-06-19 18:05:11", "deadline": null, "id": "hidden-influencer-route-operational-due-diligence-veto-route-odd-veto-prevention-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "hidden_influencer_route", "status": "active", "strategy": "ODD veto prevention", "subject_id": "operational-due-diligence-veto-route", "subject_name": "Operational due diligence veto route", "subject_type": "influencer_route", "updated_at": "2026-06-19 18:05:11"}
{"amount": "", "attrs": {"action": "Create advisor-platform content and fund-data objects for CAIS, iCapital, Morningstar Wealth, UBS, and Morgan Stanley/BlackRock wrapper paths.", "chatbot_or_retrieval_surface": "CAIS x Claude, ChatGPT Search, Google AI Overviews, Perplexity, Microsoft 365 Copilot", "pattern": "Home-office and platform reviewers decide whether advisors can find or recommend the product.", "priority_rank": 3, "sme_verify": "Which home-office field or advisor prompt determines whether the manager becomes listable?", "source_path": "data/recovered_loop_tick78_private_wealth_family_office_influence_routes.json; data/recovered_loop_tick74_private_wealth_platform_onboarding_fields.json"}, "confidence": 0.88, "created_at": "2026-06-19 18:05:11", "deadline": null, "id": "hidden-influencer-route-private-wealth-home-office-route-advisor-shelf-and-model-portfolio-approval-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "hidden_influencer_route", "status": "active", "strategy": "advisor shelf and model-portfolio approval", "subject_id": "private-wealth-home-office-route", "subject_name": "Private-wealth home-office route", "subject_type": "influencer_route", "updated_at": "2026-06-19 18:05:11"}
{"amount": "", "attrs": {"action": "Extract current agendas and attendee/sponsor proof, then route meeting briefs through curator and side-event access paths.", "chatbot_or_retrieval_surface": "ChatGPT Search, Perplexity, Google AI Overviews, conference app search", "pattern": "Conference curators control compressed access to family-office and allocator conversations.", "priority_rank": 4, "sme_verify": "Which event route produced a real allocator meeting or replacement-motion clue?", "source_path": "data/recovered_loop_tick75_conference_meeting_calendar_routes.json; data/recovered_loop_tick78_private_wealth_family_office_influence_routes.json"}, "confidence": 0.81, "created_at": "2026-06-19 18:05:11", "deadline": null, "id": "hidden-influencer-route-conference-curator-and-side-event-route-event-driven-family-office-and-allocator-access-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "hidden_influencer_route", "status": "monitor", "strategy": "event-driven family-office and allocator access", "subject_id": "conference-curator-and-side-event-route", "subject_name": "Conference curator and side-event route", "subject_type": "influencer_route", "updated_at": "2026-06-19 18:05:11"}
{"amount": "", "attrs": {"action": "Mirror top-account brief templates into committee-packet-ready pages with internal retrieval labels.", "chatbot_or_retrieval_surface": "Microsoft 365 Copilot, AlphaSense, Bloomberg ASKB, ChatGPT Search, Claude", "pattern": "CIO and deputy-CIO routes need compact committee evidence, not generic marketing pages.", "priority_rank": 5, "sme_verify": "Does the route enter through CIO sponsorship, committee packet, consultant first-screen, or portal intake?", "source_path": "data/recovered_loop_tick78_top_account_brief_templates.json; docs/quant-pitch-calendar.md"}, "confidence": 0.9, "created_at": "2026-06-19 18:05:11", "deadline": null, "id": "hidden-influencer-route-allocator-cio-and-deputy-cio-packet-route-investment-office-sponsorship-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "hidden_influencer_route", "status": "active", "strategy": "investment-office sponsorship", "subject_id": "allocator-cio-and-deputy-cio-packet-route", "subject_name": "Allocator CIO and deputy-CIO packet route", "subject_type": "influencer_route", "updated_at": "2026-06-19 18:05:11"}
{"amount": "", "attrs": {"action": "Use SME calls to verify manager replacements, low-performer changes, open windows, and hidden workflow owners before promoting weak rows.", "chatbot_or_retrieval_surface": "Claude, ChatGPT Search, AlphaSense, Microsoft 365 Copilot", "pattern": "Historical motion signals become actionable when a subject-matter expert can confirm the real workflow and owner.", "priority_rank": 6, "sme_verify": "Which weak row is actually pitchable now, and what proof would make the row safe to act on?", "source_path": "data/recovered_loop_tick78_downgrade_and_recheck_cadence.json; data/recovered_loop_tick73_pitch_proof_queue_to_sme_call_sheet.json; data/recovered_loop_tick72_low_performer_replacement_evidence_queue.json"}, "confidence": 0.86, "created_at": "2026-06-19 18:05:11", "deadline": null, "id": "hidden-influencer-route-sme-verification-route-historical-motion-and-live-buying-validation-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "hidden_influencer_route", "status": "active", "strategy": "historical-motion and live-buying validation", "subject_id": "sme-verification-route", "subject_name": "SME verification route", "subject_type": "influencer_route", "updated_at": "2026-06-19 18:05:11"}
{"amount": "", "attrs": {"cited_source_paths": ["docs/quant-aeo-geo-content-backlog.md", "docs/quant-aeo-geo-monitoring-matrix.md", "data/recovered_loop_tick72_decision_maker_chatbot_and_aeo_test_plan.json", "data/recovered_loop_tick55_aeo_geo_workflow_signals.json", "data/recovered_loop_tick40_influence_paths_aeo_geo.json"], "next_production_action": "Draft the HTML page, wire the comparison table to dated evidence, and generate a PDF mirror with the same claims.", "page_title": "Quant Hedge Fund vs Bank QIS: What Changes the Answer?", "priority_rank": 1, "required_evidence_blocks": ["answer-first summary", "dated claims", "source-linked comparison table", "counterevidence and red flags", "primary-source appendix", "PDF/deck mirror"], "schema_fields": ["@type", "FAQPage", "FinancialProduct", "Organization", "name", "description", "dateModified", "sameAs", "mainEntity", "offers", "audience", "comparisonTable", "fees", "liquidity", "capacity", "drawdownBehavior", "operationalControls", "bearCase", "sourceAppendix"], "secondary_queries": ["Which quant hedge funds have the best downside capture and lowest factor crowding in semis over the last 3 years?"], "sme_verify": "Does the comparison table use the peer set, benchmark, and time horizon the allocator would actually trust?", "target_query": "quant hedge fund versus bank QIS", "target_surfaces": ["ChatGPT Search", "Google AI Overviews / AI Mode", "Perplexity", "Claude", "Bloomberg ASKB", "FactSet AI"]}, "confidence": 0.96, "created_at": "2026-06-19 20:58:06", "deadline": null, "id": "page-spec-quant-hedge-fund-comparison-page-public-answer-engine-discovery-and-first-shortlist-conversion-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "page_spec", "status": "active", "strategy": "public answer-engine discovery and first-shortlist conversion", "subject_id": "quant-hedge-fund-comparison-page", "subject_name": "Quant hedge fund comparison page", "subject_type": "content_asset", "updated_at": "2026-06-19 20:58:06"}
{"amount": "", "attrs": {"cited_source_paths": ["docs/quant-aeo-geo-monitoring-matrix.md", "docs/quant-aeo-geo-content-backlog.md", "data/recovered_loop_tick74_private_wealth_platform_onboarding_fields.json", "data/recovered_loop_tick67_aeo_geo_chatbot_content_requirements.json", "data/recovered_loop_tick62_allocator_database_surfaces.json"], "next_production_action": "Implement the JSON-LD and make the visible FAQ text match the structured fields exactly.", "page_title": "Quant Hedge Fund FAQ and FinancialProduct Schema", "priority_rank": 2, "required_evidence_blocks": ["FAQ answer blocks", "visible economics table", "dated definitions and methodology notes", "JSON-LD mirror", "source appendix", "update log"], "schema_fields": ["@type", "FAQPage", "FinancialProduct", "Organization", "Question", "Answer", "name", "description", "category", "audience", "fees", "liquidity", "capacity", "riskControls", "benchmark", "updatedAt", "sourceAppendix"], "secondary_queries": ["What is the liquidity, capacity, and fee structure of this quant hedge fund?", "How should an allocator think about drawdown behavior and operational controls?"], "sme_verify": "Which FAQ answers and structured fields remove the most ambiguity for allocator-intent queries?", "target_query": "quant hedge fund fees liquidity and drawdown FAQ", "target_surfaces": ["Google AI Overviews / AI Mode", "ChatGPT Search", "Claude", "Perplexity"]}, "confidence": 0.95, "created_at": "2026-06-19 20:58:06", "deadline": null, "id": "page-spec-faq-financialproduct-schema-page-structured-retrieval-and-faq-disambiguation-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "page_spec", "status": "active", "strategy": "structured retrieval and FAQ disambiguation", "subject_id": "faq-financialproduct-schema-page", "subject_name": "FAQ / FinancialProduct schema page", "subject_type": "schema", "updated_at": "2026-06-19 20:58:06"}
{"amount": "", "attrs": {"cited_source_paths": ["docs/quant-aeo-geo-content-backlog.md", "docs/quant-aeo-geo-monitoring-matrix.md", "data/recovered_loop_tick75_parent_sme_call_scripts_from_proof_queues.json", "data/recovered_loop_tick76_parent_proof_queue_to_artifact_ranker.json", "data/recovered_loop_tick73_official_source_downgrade_and_proof_queue.json"], "next_production_action": "Publish one rebuttal page per objection and cross-link each page from the comparison hub and FAQ hub.", "page_title": "Quant Hedge Fund Objection Rebuttals", "page_variants": ["Black-Box Risk Rebuttal", "Crowding and Capacity Rebuttal", "Backtest Overfitting Rebuttal", "Fee and Liquidity Rebuttal", "Operational Controls Rebuttal"], "priority_rank": 3, "required_evidence_blocks": ["objection statement", "direct answer", "claim-vs-evidence table", "counterevidence", "red-flag note", "primary-source appendix", "SME verification note"], "schema_fields": ["@type", "FAQPage", "Question", "Answer", "claim", "evidence", "counterevidence", "riskFactor", "capacity", "liquidity", "feeSchedule", "drawdownHistory", "sourceAppendix"], "secondary_queries": ["How do you know the backtest is not overfit?", "Can the fund take capital without crowding or style drift?", "What are the fee, liquidity, and operational red flags?"], "sme_verify": "Which objection would a consultant or CIO actually raise before the first meeting?", "target_query": "is this hedge fund a black box", "target_surfaces": ["ChatGPT Search", "Perplexity", "Claude", "AlphaSense"]}, "confidence": 0.94, "created_at": "2026-06-19 20:58:06", "deadline": null, "id": "page-spec-objection-rebuttal-library-diligence-objection-handling-and-counterevidence-surfacing-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "page_spec", "status": "active", "strategy": "diligence objection handling and counterevidence surfacing", "subject_id": "objection-rebuttal-library", "subject_name": "Objection rebuttal library", "subject_type": "content_asset", "updated_at": "2026-06-19 20:58:06"}
{"amount": "", "attrs": {"cited_source_paths": ["docs/quant-pitch-calendar.md", "docs/quant-pitch-now-validation.md", "data/recovered_loop_tick78_top_account_brief_templates.json", "data/recovered_loop_tick72_decision_maker_chatbot_and_aeo_test_plan.json"], "next_production_action": "Mirror the top-account brief into a public HTML page and a PDF version with the same fields and dates.", "page_title": "Allocator Brief Mirror: Live Signal, Required Packet, and Proof Gap", "page_variants": ["NYC BAM", "CalPERS", "NYSCRF", "TRS Texas", "UTIMCO", "MassPRIM", "Harvard/HMC", "GPIF", "PIF", "HOOPP"], "priority_rank": 4, "required_evidence_blocks": ["buyer-gatekeeper line", "live-signal line", "funding or rebalance cycle", "replacement or low-performer trigger", "required packet", "proof URL or document gap", "AEO/GEO query targets", "internal retrieval surface", "SME verification question", "next action"], "schema_fields": ["buyer_gatekeeper", "live_signal", "funding_rebalance_cycle", "replacement_or_low_performer_trigger", "required_packet", "proof_url_document_gap", "aeo_geo_query_targets", "internal_chatbot_retrieval_surface", "sme_verification_question", "downgrade_rule", "next_action"], "secondary_queries": ["What is the current live signal, required packet, and proof gap for this allocator?", "Which query would the allocator or consultant actually type into search?"], "sme_verify": "Which allocator page should be mirrored first because it has the strongest live signal and proof gap closure path?", "target_query": "allocator brief mirror for this account", "target_surfaces": ["ChatGPT Search", "Claude", "Bloomberg ASKB", "FactSet AI", "AlphaSense"]}, "confidence": 0.92, "created_at": "2026-06-19 20:58:06", "deadline": null, "id": "page-spec-allocator-specific-brief-mirror-pack-allocator-specific-retrieval-mirrors-and-outreach-packets-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "page_spec", "status": "active", "strategy": "allocator-specific retrieval mirrors and outreach packets", "subject_id": "allocator-specific-brief-mirror-pack", "subject_name": "Allocator-specific brief mirror pack", "subject_type": "content_asset", "updated_at": "2026-06-19 20:58:06"}
{"amount": "", "attrs": {"cited_source_paths": ["docs/quant-consultant-private-wealth-extraction-queue.md", "docs/quant-aeo-geo-content-backlog.md", "data/recovered_loop_tick74_private_wealth_platform_onboarding_fields.json", "data/recovered_loop_tick67_aeo_geo_chatbot_content_requirements.json", "data/recovered_loop_tick36_private_wealth_platform_signals.json"], "next_production_action": "Split the pack into platform-specific pages, fill mandatory onboarding fields, and sync the FAQ with the listable fund data.", "page_title": "Advisor-Platform Brief: Model-Portfolio Fit, Fees, Liquidity, and Subscription Workflow", "page_variants": ["CAIS advisor one-pager", "iCapital diligence page", "Morningstar model-portfolio fit page", "Private-bank liquidity and fee brief"], "priority_rank": 5, "required_evidence_blocks": ["advisor one-pager", "model-portfolio fit summary", "liquidity and fee explainer", "subscription workflow checklist", "platform-compatible fund data", "DDQ/ODD summary", "advisor FAQ", "canonical terminology"], "schema_fields": ["advisor_prompt", "retrieval_surface", "asset_manager_packet", "home_office_fields", "model_portfolio_language", "subscriptionWorkflow", "allInEconomics", "liquidity", "feeSchedule", "ddqSummary", "oddSummary", "sourceAppendix"], "secondary_queries": ["What fund data do CAIS and iCapital require before a strategy is listable?", "How does this strategy fit a model portfolio or private bank platform?"], "sme_verify": "Which advisor prompt or platform field is mandatory before the strategy can be recommended or listed?", "target_query": "which liquid alts fit our portfolio", "target_surfaces": ["CAIS x Claude / CAIS advisor intelligence", "iCapital Marketplace / Due Diligence", "Morningstar Wealth", "J.P. Morgan Private Bank research", "AlphaSense"]}, "confidence": 0.93, "created_at": "2026-06-19 20:58:06", "deadline": null, "id": "page-spec-advisor-platform-page-pack-advisor-and-private-wealth-platform-visibility-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "page_spec", "status": "active", "strategy": "advisor and private-wealth platform visibility", "subject_id": "advisor-platform-page-pack", "subject_name": "Advisor-platform page pack", "subject_type": "content_asset", "updated_at": "2026-06-19 20:58:06"}
{"amount": "", "attrs": {"cited_source_paths": ["docs/quant-consultant-private-wealth-extraction-queue.md", "data/recovered_loop_tick62_allocator_database_surfaces.json", "data/recovered_loop_tick73_calpers_evestment_go_no_go_fields.json", "data/recovered_loop_tick67_aeo_geo_chatbot_content_requirements.json"], "next_production_action": "Normalize the field sheets into exportable platform profiles and separate public fields from gated diligence fields.", "page_title": "Quant Hedge Fund Consultant Database Field Sheet", "page_variants": ["eVestment profile page", "Preqin manager and fundraising page", "PitchBook manager-discovery page", "Aksia screening and diligence page"], "priority_rank": 6, "required_evidence_blocks": ["manager profile fields", "strategy taxonomy", "performance and terms fields", "investor map", "whitepapers and committee narrative", "DDQ and ODD fields", "named contacts", "updated_at and source URL"], "schema_fields": {"Aksia": ["DDQ", "ODD", "risk_reporting", "transparency", "named_research_people", "updated_at"], "PitchBook": ["profile_type", "people", "fundraising_timeline", "exits", "benchmark", "updated_at"], "Preqin": ["fund", "manager", "investor", "performance", "terms", "benchmark", "fundraising_update", "updated_at", "source_url"], "eVestment": ["profile_type", "entity_name", "people", "strategy_list", "performance_fields", "terms_fields", "investor_map", "whitepapers", "investment_committee_narrative", "updated_at"]}, "secondary_queries": ["What fields do MercerInsight, eVestment, Aksia, PitchBook, and Preqin need for a quant hedge fund?", "Which profile fields are decisive for shortlist inclusion?"], "sme_verify": "Which database fields are visible without a deep click, and which require gated export or manual entry?", "target_query": "show the current manager profile, investor map, and the freshest performance and terms fields", "target_surfaces": ["MercerInsight/eVestment", "Aksia MAX / Manager Portal", "PitchBook", "Preqin", "AlphaSense"]}, "confidence": 0.92, "created_at": "2026-06-19 20:58:06", "deadline": null, "id": "page-spec-consultant-database-field-page-pack-consultant-screening-and-manager-profile-discoverability-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "page_spec", "status": "active", "strategy": "consultant-screening and manager-profile discoverability", "subject_id": "consultant-database-field-page-pack", "subject_name": "Consultant-database field page pack", "subject_type": "content_asset", "updated_at": "2026-06-19 20:58:06"}
{"amount": "", "attrs": {"active_client_search_clues": ["conference-derived Mercer alternatives signal", "allocator-facing alternatives language", "thin search mechanics in the current corpus"], "aeo_geo_content_needed": ["Mercer consultant landing page", "FAQ and comparison page", "manager profile fields", "PDF mirror"], "client_retrieval_surface": "MercerInsight / Mercer alternatives search", "gatekeeper": "Mercer alternatives and research owners", "manager_packet_fields": ["strategy taxonomy", "returns", "AUM", "capacity", "fees", "liquidity", "portfolio construction notes", "named contact"], "named_people_gaps": ["search intake owner", "manager-research contact", "OCIO route owner"], "next_action": "Draft a Mercer-specific consultant page with a search-intake field list and a current-contact watchlist.", "odd_fields": ["research cadence", "service-provider roster", "conflicts", "data freshness"], "pattern": "Thin consultant coverage needs an explicit search-owner and profile-field map before it converts into outreach.", "proof_gap": "No current repo-doc proof of a live Mercer search page or a named Mercer intake owner beyond the thin alternatives/strategy coverage.", "risk_fields": ["drawdown", "capacity", "liquidity", "implementation burden", "portfolio fit"], "sme_question": "Which Mercer owner actually routes a new manager into search, and where is the current entry page?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md; data/recovered_loop_tick31_consultant_gatekeeper_people.json; data/recovered_loop_tick63_consultant_people_action_map.json"}, "confidence": 0.85, "created_at": "2026-06-19 20:58:06", "deadline": null, "id": "consultant-database-gap-mercer-alternatives-consulting-and-ocio-routing-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "consultant_database_gap", "status": "active", "strategy": "alternatives consulting and OCIO routing", "subject_id": "mercer", "subject_name": "Mercer", "subject_type": "vendor", "updated_at": "2026-06-19 20:58:06"}
{"amount": "", "attrs": {"active_client_search_clues": ["Chicago-area RFP rows", "alternatives consulting", "manager evaluation and RFP networks"], "aeo_geo_content_needed": ["Callan alternatives consulting page", "RFP-readiness FAQ", "manager-evaluation table", "schema pack"], "client_retrieval_surface": "Callan / RFP networks", "gatekeeper": "Pete Keliuotis, Greg Allen, Ivan Butch Cliff", "manager_packet_fields": ["manager evaluation notes", "strategy taxonomy", "RFP status", "capacity", "fees", "liquidity", "client type", "deadline"], "named_people_gaps": ["current search-page owner", "alternatives follow-up contact", "RFP network intake contact"], "next_action": "Extract the live Callan intake surface and normalize it into the shared consultant database schema.", "odd_fields": ["investment due diligence", "monitoring", "strategic planning", "ODD summary"], "pattern": "RFP visibility plus consultant coverage creates a near-term pitchability signal.", "proof_gap": "The corpus has Callan gatekeeper language, but not a current repo-doc proof of the exact live intake page or current search examples.", "risk_fields": ["drawdown", "capacity", "liquidity", "operational risk", "implementation burden"], "sme_question": "Which Callan surface is the real manager-search entry point: alternatives consulting page, RFP network, or renewal notice?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md; docs/quant-pitch-calendar.md; data/recovered_loop_tick21_consultant_gap_signals.json"}, "confidence": 0.88, "created_at": "2026-06-19 20:58:06", "deadline": null, "id": "consultant-database-gap-callan-alternatives-consulting-and-rfp-routing-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "consultant_database_gap", "status": "active", "strategy": "alternatives consulting and RFP routing", "subject_id": "callan", "subject_name": "Callan", "subject_type": "vendor", "updated_at": "2026-06-19 20:58:06"}
{"amount": "", "attrs": {"active_client_search_clues": ["manager portal and client/MAX split", "ODD-heavy workflow", "data-room-grade diligence"], "aeo_geo_content_needed": ["DDQ/ODD packet", "data-room index", "risk reporting appendix", "transparency evidence"], "client_retrieval_surface": "Aksia MAX client retrieval surface", "gatekeeper": "Brian Goldberg, Oliver Newton, Daniel Burdett, Rebecca Heun, Ryan Teal", "manager_packet_fields": ["DDQ", "ODD memo", "risk reporting", "fee/liquidity schedule", "drawdown profile", "transparency evidence", "manager research summary"], "named_people_gaps": ["portal product owner", "client/MAX login owner", "backup ODD lead"], "next_action": "Backfill the split with a field-by-field packet and a retrieval-surface map.", "odd_fields": ["operational controls", "service providers", "transparency", "review cadence", "data-room index"], "pattern": "Aksia surfaces are ODD-heavy and should be modeled as workflow, not marketing.", "proof_gap": "The corpus names the Aksia split, but the exact current field-level split between manager portal and client retrieval still needs canonical proof.", "risk_fields": ["drawdown", "exposure taxonomy", "liquidity", "portfolio analytics", "implementation risk"], "sme_question": "Which Aksia surface is authoritative for manager upload versus client retrieval, and which fields are required in each?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md; docs/quant-aeo-geo-content-backlog.md; data/recovered_loop_tick42_workflow_retrieval_surfaces.json; data/recovered_loop_tick74_private_wealth_platform_onboarding_fields.json"}, "confidence": 0.96, "created_at": "2026-06-19 20:58:06", "deadline": null, "id": "workflow-surface-gap-aksia-max-manager-portal-manager-screening-odd-and-client-retrieval-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "workflow_surface_gap", "status": "active", "strategy": "manager screening, ODD, and client retrieval", "subject_id": "aksia-max-manager-portal", "subject_name": "Aksia MAX / Manager Portal", "subject_type": "vendor", "updated_at": "2026-06-19 20:58:06"}
{"amount": "", "attrs": {"active_client_search_clues": ["manager-research and OCIO decision flow", "alternatives consulting", "marketable investments and committee routing"], "aeo_geo_content_needed": ["NEPC consultant page", "manager research page", "alternatives FAQ", "proof appendix"], "client_retrieval_surface": "NEPC alternatives / manager research surface", "gatekeeper": "Sarah Samuels, William Forde, Dulari Pancholi", "manager_packet_fields": ["manager research summary", "strategy taxonomy", "fees", "liquidity", "capacity", "allocator fit", "OCIO framing"], "named_people_gaps": ["search example owner", "alternatives intake contact", "OCIO committee contact"], "next_action": "Build a NEPC-specific consultant page around alternatives, OCIO, and manager-research routing.", "odd_fields": ["manager research", "operational controls", "committee routing", "review cadence"], "pattern": "Consultant-led alternatives diligence can gate which managers enter the search set.", "proof_gap": "The corpus has usable NEPC people coverage, but it still lacks a clean manager-search example or search-page proof in repo docs.", "risk_fields": ["drawdown", "liquidity", "capacity", "implementation burden", "style drift"], "sme_question": "Which NEPC manager-research contact owns the search example we should model first?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md; docs/quant-person-gap-outreach-queue.md; data/recovered_loop_tick21_consultant_gap_signals.json"}, "confidence": 0.9, "created_at": "2026-06-19 20:58:06", "deadline": null, "id": "consultant-database-gap-nepc-alternatives-consulting-manager-research-and-ocio-routing-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "consultant_database_gap", "status": "active", "strategy": "alternatives consulting, manager research, and OCIO routing", "subject_id": "nepc", "subject_name": "NEPC", "subject_type": "vendor", "updated_at": "2026-06-19 20:58:06"}
{"amount": "", "attrs": {"active_client_search_clues": ["public-agenda mentions", "corporate and public retirement systems", "manager-submission route"], "aeo_geo_content_needed": ["RVK consultant page", "manager-search snippet", "public-agenda monitor page", "PDF/deck mirror"], "client_retrieval_surface": "RVK consultant database / manager submission surface", "gatekeeper": "research leads and public-fund relationship owners", "manager_packet_fields": ["manager profile", "strategy summary", "fee/liquidity", "implementation fit", "public-pension framing"], "named_people_gaps": ["research lead", "client-type owner", "submission route owner"], "next_action": "Turn RVK into a consultant-page and manager-submission checklist with named owners and search clues.", "odd_fields": ["submission route", "review cadence", "client type mapping"], "pattern": "Consultant relationship depth matters only when the intake route is visible.", "proof_gap": "RVK is active in the corpus, but the current repo docs do not yet give a searchable manager-submission example or a named route owner.", "risk_fields": ["drawdown", "liquidity", "capacity", "implementation burden"], "sme_question": "Which RVK route is used first for a new quant manager: research intake, public agenda, or direct submission?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md; docs/quant-pitch-calendar.md; docs/quant-person-gap-outreach-queue.md"}, "confidence": 0.84, "created_at": "2026-06-19 20:58:06", "deadline": null, "id": "consultant-database-gap-rvk-institutional-consultant-routing-and-manager-submission-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "consultant_database_gap", "status": "active", "strategy": "institutional consultant routing and manager submission", "subject_id": "rvk", "subject_name": "RVK", "subject_type": "vendor", "updated_at": "2026-06-19 20:58:06"}
{"amount": "", "attrs": {"active_client_search_clues": ["research-login and manager-login split", "public-client agenda", "replacement-review monitor"], "aeo_geo_content_needed": ["research-login explainer", "manager-login explainer", "replacement-review monitor", "FAQ page"], "client_retrieval_surface": "Marquette research login / manager login surface", "gatekeeper": "research-login owner and public-client agenda owner", "manager_packet_fields": ["research snippet", "manager profile", "public-client agenda", "mandate keywords", "replacement-review timing"], "named_people_gaps": ["research-login owner", "manager-login owner", "public-client agenda contact"], "next_action": "Split Marquette into separate login and agenda artifacts and pull the public-client monitor forward.", "odd_fields": ["login split", "agenda proof", "research cadence"], "pattern": "AI-readable research snippets require the login route to be normalized first.", "proof_gap": "The corpus knows Marquette matters, but it still needs a clean login split and a proof-backed public-client route.", "risk_fields": ["drawdown", "liquidity", "capacity", "implementation burden", "replacement-cycle timing"], "sme_question": "Which Marquette login or agenda path is the real manager-search entry point?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md; docs/quant-aeo-geo-content-backlog.md; data/recovered_loop_tick58_pitch_now_packet_delta_signals.json"}, "confidence": 0.81, "created_at": "2026-06-19 20:58:06", "deadline": null, "id": "workflow-surface-gap-marquette-associates-research-login-and-manager-login-routing-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "workflow_surface_gap", "status": "active", "strategy": "research-login and manager-login routing", "subject_id": "marquette-associates", "subject_name": "Marquette Associates", "subject_type": "vendor", "updated_at": "2026-06-19 20:58:06"}
{"amount": "", "attrs": {"active_client_search_clues": ["alternative managed accounts", "governance and risk oversight", "institutional growth"], "aeo_geo_content_needed": ["OCIO routing page", "search/readiness page", "risk and operations appendix", "comparison table"], "client_retrieval_surface": "Wilshire alternatives platform / OCIO surface", "gatekeeper": "Josh Emanuel, Jason Hubschman, Erin Simpson", "manager_packet_fields": ["alternative managed accounts summary", "risk controls", "operations fit", "liquidity", "fees"], "named_people_gaps": ["alternatives managed-account owner", "risk-management owner", "institutional growth owner"], "next_action": "Split Wilshire into alternatives, OCIO, and governance-risk surfaces and write the packet fields per surface.", "odd_fields": ["risk oversight", "operations", "committee routing"], "pattern": "Alternative managed accounts should not be collapsed into generic consulting.", "proof_gap": "The corpus shows Wilshire as active, but not yet as a fully split alternatives-search workflow with named intake ownership.", "risk_fields": ["drawdown", "capacity", "liquidity", "implementation burden", "operational risk"], "sme_question": "Does Wilshire want direct manager intros, platform onboarding, or consultant-mediated evaluation first?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md; data/recovered_loop_tick21_consultant_gap_signals.json; data/recovered_loop_tick63_consultant_people_action_map.json"}, "confidence": 0.86, "created_at": "2026-06-19 20:58:06", "deadline": null, "id": "consultant-database-gap-wilshire-consulting-ocio-and-alternatives-managed-accounts-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "consultant_database_gap", "status": "active", "strategy": "consulting, OCIO, and alternatives managed accounts", "subject_id": "wilshire", "subject_name": "Wilshire", "subject_type": "vendor", "updated_at": "2026-06-19 20:58:06"}
{"amount": "", "attrs": {"active_client_search_clues": ["non-discretionary specialist consultant", "QDD and CPC structure", "regional research and implementation language"], "aeo_geo_content_needed": ["QDD page", "implementation page", "source-backed comparison table", "PDF mirror"], "client_retrieval_surface": "Albourne QDD / CPC / regional research surface", "gatekeeper": "John Claisse, Gaurav Amin, Christina Stavrinides, Andrew McCulloch, Debra Ng", "manager_packet_fields": ["QDD", "regional research", "implementation fit", "operational controls", "capacity", "liquidity"], "named_people_gaps": ["QDD lead backup", "regional research owner", "implementation owner"], "next_action": "Decompose Albourne into QDD, CPC, and regional research artifacts and attach the contact map.", "odd_fields": ["QDD", "CPC", "regional research", "implementation", "fintech and data"], "pattern": "A specialist alternatives consultant needs separate diligence and implementation surfaces.", "proof_gap": "Albourne is strong in the corpus, but the current repo docs still need a cleaner surface split into QDD, CPC, and regional research.", "risk_fields": ["drawdown", "capacity", "liquidity", "implementation burden", "operational risk"], "sme_question": "Which Albourne team owns the first QDD screen for a new hedge fund?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md; data/recovered_loop_tick31_consultant_gatekeeper_people.json; data/recovered_loop_tick69_net_new_person_gap_mining.json"}, "confidence": 0.89, "created_at": "2026-06-19 20:58:06", "deadline": null, "id": "consultant-database-gap-albourne-qdd-cpc-and-alternatives-diligence-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "consultant_database_gap", "status": "active", "strategy": "QDD, CPC, and alternatives diligence", "subject_id": "albourne", "subject_name": "Albourne", "subject_type": "vendor", "updated_at": "2026-06-19 20:58:06"}
{"amount": "", "attrs": {"active_client_search_clues": ["Cerity-linked institutional consulting", "OCIO-led routing", "ownership and conflict sensitivity"], "aeo_geo_content_needed": ["ownership/conflict explainer", "institutional consulting page", "advisor FAQ", "PDF mirror"], "client_retrieval_surface": "Cerity / Verus institutional consulting surface", "gatekeeper": "Jeffrey MacLean", "manager_packet_fields": ["institutional consulting brief", "ownership/conflict disclosure", "manager research summary", "client segment", "OCIO fit"], "named_people_gaps": ["institutional consulting owner", "ownership/conflict explainer", "manager research owner"], "next_action": "Write a Cerity/Verus page that separates ownership disclosure from manager-screening mechanics.", "odd_fields": ["ownership/conflict", "manager research process", "institutional client routing"], "pattern": "Consultant-independence risk needs to be named up front.", "proof_gap": "The corpus recognizes the Cerity/Verus channel, but it still lacks a clean current proof of the exact consultant-search workflow and ownership-disclosure language.", "risk_fields": ["ownership concentration", "conflict disclosure", "implementation burden", "fee transparency"], "sme_question": "Where does Cerity/Verus expose the current institutional-consulting workflow and conflict language?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md; docs/quant-aeo-geo-content-backlog.md; data/recovered_loop_tick21_consultant_gap_signals.json; data/recovered_loop_tick40_influence_paths_aeo_geo_signals.json"}, "confidence": 0.8, "created_at": "2026-06-19 20:58:06", "deadline": null, "id": "consultant-database-gap-cerity-partners-institutional-consulting-verus-investments-institutional-consulting-and-ocio-routing-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "consultant_database_gap", "status": "active", "strategy": "institutional consulting and OCIO routing", "subject_id": "cerity-partners-institutional-consulting-verus-investments", "subject_name": "Cerity Partners Institutional Consulting / Verus Investments", "subject_type": "vendor", "updated_at": "2026-06-19 20:58:06"}
{"amount": "", "attrs": {"active_client_search_clues": ["standing manager profile", "strategy list and investor map", "fresh performance and terms fields"], "aeo_geo_content_needed": ["manager profile", "performance and terms fields", "investor map", "whitepaper evidence"], "client_retrieval_surface": "eVestment manager-profile surface", "gatekeeper": "profile owner and investor-map owner", "manager_packet_fields": ["entity_name", "people", "strategy_list", "performance_fields", "terms_fields", "investor_map", "whitepapers", "investment_committee_narrative", "updated_at"], "named_people_gaps": ["profile owner", "investor-map owner", "update-cadence owner"], "next_action": "Refresh the eVestment standing profile and strategy fields so the row stays discoverable.", "odd_fields": ["profile completeness", "exportability", "update cadence"], "pattern": "Structured manager data matters more than marketing copy.", "proof_gap": "The corpus has the strongest structure for eVestment, but still wants a current extraction of the exact profile/export fields.", "risk_fields": ["freshness delta", "style drift", "capacity", "liquidity", "benchmark fit"], "sme_question": "Does the eVestment surface expose exportable profile fields or only a gated search result?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md; docs/quant-pitch-calendar.md; data/recovered_loop_tick62_allocator_database_surfaces.json; data/recovered_loop_tick68_official_packet_extraction_plan.json"}, "confidence": 0.95, "created_at": "2026-06-19 20:58:06", "deadline": null, "id": "allocator-database-gap-evestment-allocator-database-and-manager-profile-routing-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "allocator_database_gap", "status": "active", "strategy": "allocator database and manager-profile routing", "subject_id": "evestment", "subject_name": "eVestment", "subject_type": "vendor", "updated_at": "2026-06-19 20:58:06"}
{"amount": "", "attrs": {"active_client_search_clues": ["monitor-only branch", "private-markets research adjacency", "no normalized repo proof yet"], "aeo_geo_content_needed": ["proof-of-surface page", "search workflow explainer", "data-license question page", "gap note"], "client_retrieval_surface": "Burgiss / MSCI private-markets research surface", "gatekeeper": "unknown until repo-doc proof appears", "manager_packet_fields": ["private-markets research view", "fund/manager screen", "exposure summary", "benchmark notes", "search workflow proof"], "named_people_gaps": ["named contact", "workflow owner", "client retrieval contact"], "next_action": "Hold Burgiss/MSCI as a proof-gap monitor until a direct repo-doc surface appears.", "odd_fields": ["surface proof", "licensing/access proof", "workflow owner"], "pattern": "If there is no current proof of a live workflow, keep the branch on monitor.", "proof_gap": "No repo-doc citation yet proves a normalized Burgiss/MSCI consultant search surface in the current corpus.", "risk_fields": ["coverage gap", "no normalized search workflow", "proof-of-surface missing"], "sme_question": "Should Burgiss/MSCI be modeled as a consultant database, a private-markets data license, or a separate monitor-only branch?", "source_path": "docs/quant-aeo-geo-content-backlog.md; docs/quant-consultant-private-wealth-extraction-queue.md; docs/quant-pitch-calendar.md"}, "confidence": 0.55, "created_at": "2026-06-19 20:58:06", "deadline": null, "id": "proof-gap-monitor-burgiss-msci-private-markets-research-and-exposure-data-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "proof_gap_monitor", "status": "monitor", "strategy": "private-markets research and exposure data", "subject_id": "burgiss-msci", "subject_name": "Burgiss / MSCI", "subject_type": "vendor", "updated_at": "2026-06-19 20:58:06"}
{"amount": "", "attrs": {"action": "Run every tick and restrict immediate outreach to rows with official intake, deadline, RFP, or board-packet evidence.", "pattern": "Pitchability is highest when official timing and submission route are both present.", "priority_rank": 1, "sme_verify": "Which open rows are actually accepting manager materials today?", "source_path": "docs/quant-loop-operating-schedule.md; docs/quant-pitch-calendar.md"}, "confidence": 0.96, "created_at": "2026-06-19 20:58:06", "deadline": null, "id": "loop-schedule-open-pitch-windows-lane-pitch-now-execution-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "loop_schedule", "status": "active", "strategy": "pitch-now execution", "subject_id": "open-pitch-windows-lane", "subject_name": "Open pitch windows lane", "subject_type": "process", "updated_at": "2026-06-19 20:58:06"}
{"amount": "", "attrs": {"action": "Run every tick and convert query targets into page specs, schema blocks, PDF/deck mirrors, and verification prompts.", "pattern": "Decision makers increasingly use ChatGPT Search, Google AI Overviews, Claude, Perplexity, AlphaSense, Bloomberg ASKB, FactSet AI, and platform-native retrieval.", "priority_rank": 2, "sme_verify": "Which chatbot or retrieval surface does the target decision maker actually use before a manager meeting?", "source_path": "docs/quant-loop-operating-schedule.md; docs/quant-aeo-geo-content-backlog.md; data/recovered_loop_tick79_answer_engine_page_specs.json"}, "confidence": 0.94, "created_at": "2026-06-19 20:58:06", "deadline": null, "id": "loop-schedule-aeo-geo-production-lane-answer-engine-and-chatbot-retrieval-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "loop_schedule", "status": "active", "strategy": "answer-engine and chatbot retrieval", "subject_id": "aeo-geo-production-lane", "subject_name": "AEO GEO production lane", "subject_type": "process", "updated_at": "2026-06-19 20:58:06"}
{"amount": "", "attrs": {"action": "Run every two ticks and promote only rows with termination, watchlist, manager review, contract expiry, consultant renewal, or official sleeve redesign evidence.", "pattern": "Replacement opportunities often appear before RFPs as manager reviews, board motions, and consultant renewal language.", "priority_rank": 3, "sme_verify": "Was the changeout driven by performance, fees, risk fit, sleeve redesign, or governance?", "source_path": "docs/quant-loop-operating-schedule.md; data/recovered_loop_tick72_low_performer_replacement_evidence_queue.json; data/recovered_loop_tick78_downgrade_and_recheck_cadence.json"}, "confidence": 0.91, "created_at": "2026-06-19 20:58:06", "deadline": null, "id": "loop-schedule-low-performer-replacement-lane-replacement-motion-capture-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "loop_schedule", "status": "active", "strategy": "replacement-motion capture", "subject_id": "low-performer-replacement-lane", "subject_name": "Low-performer replacement lane", "subject_type": "process", "updated_at": "2026-06-19 20:58:06"}
{"amount": "", "attrs": {"action": "Run every three ticks and map manager packet, ODD, risk, named people, client retrieval surface, and proof gaps for each consultant workflow.", "pattern": "Consultant databases and research workflows can determine who enters a search before public evidence appears.", "priority_rank": 4, "sme_verify": "Which consultant field or research owner changes the shortlist?", "source_path": "docs/quant-loop-operating-schedule.md; data/recovered_loop_tick79_consultant_database_mapping.json"}, "confidence": 0.9, "created_at": "2026-06-19 20:58:06", "deadline": null, "id": "loop-schedule-consultant-database-lane-hidden-shortlist-and-consultant-workflow-capture-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "loop_schedule", "status": "active", "strategy": "hidden shortlist and consultant workflow capture", "subject_id": "consultant-database-lane", "subject_name": "Consultant database lane", "subject_type": "process", "updated_at": "2026-06-19 20:58:06"}
{"amount": "", "attrs": {"action": "Run every three ticks and use SME calls to promote, downgrade, or kill weak rows.", "pattern": "Historical motion signals are actionable when an SME can verify the true owner and workflow.", "priority_rank": 5, "sme_verify": "Which current monitor row is safe to pitch now, and what proof makes it safe?", "source_path": "docs/quant-loop-operating-schedule.md; data/recovered_loop_tick79_hidden_influencer_route_expansion.json"}, "confidence": 0.88, "created_at": "2026-06-19 20:58:06", "deadline": null, "id": "loop-schedule-sme-validation-lane-source-quality-and-workflow-verification-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "loop_schedule", "status": "active", "strategy": "source-quality and workflow verification", "subject_id": "sme-validation-lane", "subject_name": "SME validation lane", "subject_type": "process", "updated_at": "2026-06-19 20:58:06"}
{"amount": "", "attrs": {"action": "Build a cap-intro-ready strategy and allocator-fit packet for Kristin Kramer / Goldman Prime Brokerage route.", "pattern": "Cap-intro routes can compress introductions when the manager packet maps cleanly to allocator demand.", "priority_rank": 1, "sme_verify": "Which Goldman cap-intro fields or allocator demand themes decide whether a manager gets meetings?", "source_path": "docs/quant-person-gap-outreach-queue.md; data/recovered_loop_tick79_hidden_influencer_route_expansion.json"}, "confidence": 0.84, "created_at": "2026-06-19 21:00:55", "deadline": null, "id": "named-influencer-route-goldman-sachs-capital-introduction-route-capital-introduction-and-allocator-meeting-access-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "named_influencer_route", "status": "active", "strategy": "capital introduction and allocator meeting access", "subject_id": "goldman-sachs-capital-introduction-route", "subject_name": "Goldman Sachs capital introduction route", "subject_type": "influencer_route", "updated_at": "2026-06-19 21:00:55"}
{"amount": "", "attrs": {"action": "Build NEPC-specific database and research packet for Sarah Samuels, William Forde, Dulari Pancholi, and Sebastian Grzejka routes.", "pattern": "NEPC combines CIO, manager research, marketable credit, multi-asset, and committee influence.", "priority_rank": 2, "sme_verify": "Which NEPC person or committee controls marketable alternatives shortlist entry?", "source_path": "docs/quant-person-gap-outreach-queue.md; data/recovered_loop_tick79_consultant_database_mapping.json"}, "confidence": 0.9, "created_at": "2026-06-19 21:00:55", "deadline": null, "id": "named-influencer-route-nepc-consultant-shortlist-route-consultant-shortlist-capture-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "named_influencer_route", "status": "active", "strategy": "consultant shortlist capture", "subject_id": "nepc-consultant-shortlist-route", "subject_name": "NEPC consultant shortlist route", "subject_type": "influencer_route", "updated_at": "2026-06-19 21:00:55"}
{"amount": "", "attrs": {"action": "Tie Chicago/Callan RFP cluster rows to Callan alternatives and research people before outreach.", "pattern": "Consultant-led public-plan searches often move through alternatives consulting and research before public board action.", "priority_rank": 3, "sme_verify": "Which Callan contact owns alternatives search language for the Chicago cluster?", "source_path": "docs/quant-person-gap-outreach-queue.md; docs/quant-consultant-private-wealth-extraction-queue.md"}, "confidence": 0.89, "created_at": "2026-06-19 21:00:55", "deadline": null, "id": "named-influencer-route-callan-alternatives-consulting-route-rfp-and-alternatives-consultant-routing-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "named_influencer_route", "status": "active", "strategy": "RFP and alternatives consultant routing", "subject_id": "callan-alternatives-consulting-route", "subject_name": "Callan alternatives consulting route", "subject_type": "influencer_route", "updated_at": "2026-06-19 21:00:55"}
{"amount": "", "attrs": {"action": "Backfill Mercer proof gaps and produce Mercer-specific content for Raelan Lambert and Rich Nuzum route.", "pattern": "Mercer is high leverage but still thin in current workflow proof.", "priority_rank": 4, "sme_verify": "What Mercer workflow proves current hedge-fund or liquid-alts search ownership?", "source_path": "docs/quant-person-gap-outreach-queue.md; data/recovered_loop_tick79_consultant_database_mapping.json"}, "confidence": 0.78, "created_at": "2026-06-19 21:00:55", "deadline": null, "id": "named-influencer-route-mercer-alternatives-and-portfolio-construction-route-global-alternatives-and-portfolio-construction-positioning-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "named_influencer_route", "status": "monitor", "strategy": "global alternatives and portfolio-construction positioning", "subject_id": "mercer-alternatives-and-portfolio-construction-route", "subject_name": "Mercer alternatives and portfolio-construction route", "subject_type": "influencer_route", "updated_at": "2026-06-19 21:00:55"}
{"amount": "", "attrs": {"action": "Split investment-screen and ODD evidence for Brian Goldberg, Rebecca Heun, Daniel Burdett, and Ryan Teal routes.", "pattern": "Aksia-style screening requires both investment case and ODD clearance.", "priority_rank": 5, "sme_verify": "Which Aksia screen blocks more managers: investment fit, transparency, or ODD?", "source_path": "docs/quant-person-gap-outreach-queue.md; data/recovered_loop_tick79_consultant_database_mapping.json"}, "confidence": 0.91, "created_at": "2026-06-19 21:00:55", "deadline": null, "id": "named-influencer-route-aksia-hedge-fund-and-odd-route-hedge-fund-screening-and-odd-clearance-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "named_influencer_route", "status": "active", "strategy": "hedge-fund screening and ODD clearance", "subject_id": "aksia-hedge-fund-and-odd-route", "subject_name": "Aksia hedge fund and ODD route", "subject_type": "influencer_route", "updated_at": "2026-06-19 21:00:55"}
{"amount": "", "attrs": {"action": "Attach Stan Rupnik, Kimberly Sargent, and Jase Auby routes to official board, annual-report, or agenda evidence before outreach.", "pattern": "Direct CIO routes are valuable but need official timing and packet evidence to avoid cold generic outreach.", "priority_rank": 6, "sme_verify": "Which CIO route has a current committee packet or consultant review behind it?", "source_path": "docs/quant-person-gap-outreach-queue.md; data/recovered_loop_tick78_top_account_brief_templates.json"}, "confidence": 0.8, "created_at": "2026-06-19 21:00:55", "deadline": null, "id": "named-influencer-route-allocator-cio-direct-route-direct-cio-and-committee-packet-sponsorship-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "named_influencer_route", "status": "monitor", "strategy": "direct CIO and committee-packet sponsorship", "subject_id": "allocator-cio-direct-route", "subject_name": "Allocator CIO direct route", "subject_type": "influencer_route", "updated_at": "2026-06-19 21:00:55"}
{"amount": "", "attrs": {"content_fields": ["hero thesis", "peer set definition", "comparison matrix", "risk flags", "methodology note", "source appendix", "downloadable PDF mirror"], "evidence_blocks": ["answer-first summary", "dated claims", "source-linked comparison table", "counterevidence and red flags", "primary-source appendix", "PDF/deck mirror"], "next_action": "Publish the HTML page, then export the PDF mirror from the same source block and title stack.", "page_title": "Quant Hedge Fund vs Bank QIS: What Changes the Answer?", "priority_rank": 1, "production_checklist": ["Draft the HTML page and keep the comparison claims dated.", "Wire the matrix to source-linked evidence blocks.", "Add the PDF export with the same wording and citations.", "Cross-link to FAQ and objection pages.", "Verify the page answers the target query without a click-through."], "schema_fields": ["@type", "FAQPage", "FinancialProduct", "Organization", "name", "description", "dateModified", "sameAs", "mainEntity", "offers", "audience", "comparisonTable", "fees", "liquidity", "capacity", "drawdownBehavior", "operationalControls", "bearCase", "sourceAppendix"], "sme_verify": "Does the comparison table use the peer set, benchmark, and time horizon the allocator would actually trust?", "source_path": "data/recovered_loop_tick79_answer_engine_page_specs.json; docs/quant-aeo-geo-content-backlog.md; docs/quant-aeo-geo-monitoring-matrix.md; docs/quant-loop-operating-schedule.md", "target_answer_surfaces": ["ChatGPT Search", "Google AI Overviews / AI Mode", "Perplexity", "Claude", "Bloomberg ASKB", "FactSet AI"], "target_query": "quant hedge fund versus bank QIS"}, "confidence": 0.97, "created_at": "2026-06-19 21:02:21", "deadline": null, "id": "page-brief-quant-hedge-fund-comparison-page-public-answer-engine-discovery-and-first-shortlist-conversion-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "page_brief", "status": "active", "strategy": "public answer-engine discovery and first-shortlist conversion", "subject_id": "quant-hedge-fund-comparison-page", "subject_name": "Quant hedge fund comparison page", "subject_type": "content_asset", "updated_at": "2026-06-19 21:02:21"}
{"amount": "", "attrs": {"content_fields": ["FAQ blocks", "economics table", "methodology note", "definitions", "update log", "source appendix"], "evidence_blocks": ["FAQ answer blocks", "visible economics table", "dated definitions and methodology notes", "JSON-LD mirror", "source appendix", "update log"], "next_action": "Ship the visible FAQ and JSON-LD together, then validate that the schema mirrors the text verbatim.", "page_title": "Quant Hedge Fund FAQ and FinancialProduct Schema", "priority_rank": 2, "production_checklist": ["Implement the JSON-LD and keep visible text in exact parity.", "Show liquidity, capacity, and fee answers in a visible table.", "Keep methodology and update notes dated.", "Reuse canonical names from the comparison page.", "Confirm the page can stand alone as a retrieval target."], "schema_fields": ["@type", "FAQPage", "FinancialProduct", "Organization", "Question", "Answer", "name", "description", "category", "audience", "fees", "liquidity", "capacity", "riskControls", "benchmark", "updatedAt", "sourceAppendix"], "sme_verify": "Which FAQ answers and structured fields remove the most ambiguity for allocator-intent queries?", "source_path": "data/recovered_loop_tick79_answer_engine_page_specs.json; docs/quant-aeo-geo-monitoring-matrix.md; data/recovered_loop_tick74_private_wealth_platform_onboarding_fields.json; data/recovered_loop_tick67_aeo_geo_chatbot_content_requirements.json", "target_answer_surfaces": ["Google AI Overviews / AI Mode", "ChatGPT Search", "Claude", "Perplexity"], "target_query": "quant hedge fund fees liquidity and drawdown FAQ"}, "confidence": 0.96, "created_at": "2026-06-19 21:02:21", "deadline": null, "id": "page-brief-faq-financialproduct-schema-page-structured-retrieval-and-faq-disambiguation-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "page_brief", "status": "active", "strategy": "structured retrieval and FAQ disambiguation", "subject_id": "faq-financialproduct-schema-page", "subject_name": "FAQ / FinancialProduct schema page", "subject_type": "schema", "updated_at": "2026-06-19 21:02:21"}
{"amount": "", "attrs": {"content_fields": ["objection cards", "response body", "claim-vs-evidence table", "counterevidence note", "red flag note", "source appendix"], "evidence_blocks": ["objection statement", "direct answer", "claim-vs-evidence table", "counterevidence", "red-flag note", "primary-source appendix", "SME verification note"], "next_action": "Publish the objection pages as a linked library and wire them back to the comparison hub.", "page_title": "Quant Hedge Fund Objection Rebuttals", "priority_rank": 3, "production_checklist": ["Publish one page per objection and keep each page narrow.", "Cross-link rebuttals from the comparison and FAQ pages.", "Include a source-backed counterevidence block on every page.", "Mark red flags plainly when the evidence is weak.", "Keep the export version identical to the HTML claims."], "schema_fields": ["@type", "FAQPage", "Question", "Answer", "claim", "evidence", "counterevidence", "riskFactor", "capacity", "liquidity", "feeSchedule", "drawdownHistory", "sourceAppendix"], "sme_verify": "Which objection would a consultant or CIO actually raise before the first meeting?", "source_path": "data/recovered_loop_tick79_answer_engine_page_specs.json; docs/quant-aeo-geo-content-backlog.md; data/recovered_loop_tick75_parent_sme_call_scripts_from_proof_queues.json; data/recovered_loop_tick76_parent_proof_queue_to_artifact_ranker.json", "target_answer_surfaces": ["ChatGPT Search", "Perplexity", "Claude", "AlphaSense"], "target_query": "is this hedge fund a black box"}, "confidence": 0.95, "created_at": "2026-06-19 21:02:21", "deadline": null, "id": "page-brief-objection-rebuttal-library-diligence-objection-handling-and-counterevidence-surfacing-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "page_brief", "status": "active", "strategy": "diligence objection handling and counterevidence surfacing", "subject_id": "objection-rebuttal-library", "subject_name": "Objection rebuttal library", "subject_type": "content_asset", "updated_at": "2026-06-19 21:02:21"}
{"amount": "", "attrs": {"content_fields": ["advisor one-pager", "model-portfolio fit", "subscription workflow", "platform compatibility", "DDQ/ODD summary", "advisor FAQ"], "evidence_blocks": ["advisor one-pager", "model-portfolio fit summary", "liquidity and fee explainer", "subscription workflow checklist", "platform-compatible fund data", "DDQ/ODD summary", "advisor FAQ", "canonical terminology"], "next_action": "Publish the advisor page pack and sync the listable fund data with the FAQ copy.", "page_title": "Advisor-Platform Brief: Model-Portfolio Fit, Fees, Liquidity, and Subscription Workflow", "priority_rank": 4, "production_checklist": ["Split the pack into platform-specific sections if the field contract diverges.", "Keep model-portfolio language and economics fields consistent across surfaces.", "Add a subscription workflow checklist that matches platform expectations.", "Mirror the same FAQ in the platform brief and the public page.", "Verify the page answers the advisor prompt without requiring a PDF."], "schema_fields": ["advisor_prompt", "retrieval_surface", "asset_manager_packet", "home_office_fields", "model_portfolio_language", "subscriptionWorkflow", "allInEconomics", "liquidity", "feeSchedule", "ddqSummary", "oddSummary", "sourceAppendix"], "sme_verify": "Which advisor prompt or platform field is mandatory before the strategy can be recommended or listed?", "source_path": "data/recovered_loop_tick79_answer_engine_page_specs.json; docs/quant-consultant-private-wealth-extraction-queue.md; docs/quant-aeo-geo-content-backlog.md; data/recovered_loop_tick74_private_wealth_platform_onboarding_fields.json; data/recovered_loop_tick67_aeo_geo_chatbot_content_requirements.json", "target_answer_surfaces": ["CAIS x Claude / CAIS advisor intelligence", "iCapital Marketplace / Due Diligence", "Morningstar Wealth", "J.P. Morgan Private Bank research", "AlphaSense"], "target_query": "which liquid alts fit our portfolio"}, "confidence": 0.94, "created_at": "2026-06-19 21:02:21", "deadline": null, "id": "page-brief-advisor-platform-page-advisor-and-private-wealth-platform-visibility-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "page_brief", "status": "active", "strategy": "advisor and private-wealth platform visibility", "subject_id": "advisor-platform-page", "subject_name": "Advisor-platform page", "subject_type": "content_asset", "updated_at": "2026-06-19 21:02:21"}
{"amount": "", "attrs": {"content_fields": ["manager profile", "investor map", "strategy list", "performance fields", "terms fields", "named contacts", "source URL"], "evidence_blocks": ["manager profile fields", "strategy taxonomy", "performance and terms fields", "investor map", "whitepapers and committee narrative", "DDQ and ODD fields", "named contacts", "updated_at and source URL"], "next_action": "Publish the field sheet and re-use the same data contract in the allocator mirror.", "page_title": "Quant Hedge Fund Consultant Database Field Sheet", "priority_rank": 5, "production_checklist": ["Normalize the manager profile fields into a single schema.", "List the investor map and named contacts on the page itself.", "Keep performance and terms fields date-stamped.", "Mark any gated data as a source gap rather than implying coverage.", "Reuse the same field contract in consultant and allocator mirrors."], "schema_fields": ["profile_type", "entity_name", "people", "strategy_list", "performance_fields", "terms_fields", "investor_map", "whitepapers", "investment_committee_narrative", "updated_at", "source_url"], "sme_verify": "Which fields are visible without a paid export, and which must be represented as a source gap?", "source_path": "data/recovered_loop_tick79_answer_engine_page_specs.json; data/recovered_loop_tick62_allocator_database_surfaces.json; docs/quant-consultant-private-wealth-extraction-queue.md; docs/quant-aeo-geo-monitoring-matrix.md", "target_answer_surfaces": ["MercerInsight/eVestment", "Aksia MAX / Manager Portal", "PitchBook", "Preqin", "AlphaSense"], "target_query": "show the current manager profile, investor map, and the freshest performance and terms fields"}, "confidence": 0.93, "created_at": "2026-06-19 21:02:21", "deadline": null, "id": "page-brief-consultant-database-field-page-consultant-screening-and-manager-profile-discoverability-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "page_brief", "status": "active", "strategy": "consultant-screening and manager-profile discoverability", "subject_id": "consultant-database-field-page", "subject_name": "Consultant-database field page", "subject_type": "content_asset", "updated_at": "2026-06-19 21:02:21"}
{"amount": "", "attrs": {"content_fields": ["live signal", "required packet", "proof gap", "query targets", "internal retrieval surface", "next action"], "evidence_blocks": ["buyer-gatekeeper line", "live-signal line", "funding or rebalance cycle", "replacement or low-performer trigger", "required packet", "proof URL or document gap", "AEO/GEO query targets", "internal retrieval surface", "SME verification question", "next action"], "next_action": "Publish the mirror page and export the PDF with the same fields and dates.", "page_title": "Allocator Brief Mirror: Live Signal, Required Packet, and Proof Gap", "priority_rank": 6, "production_checklist": ["Mirror the top-account brief into a public HTML page and a PDF version.", "Keep the live signal and required packet aligned to the schedule.", "Use the same dates and labels across the public and internal versions.", "Flag any missing proof as a gap, not a claim.", "Verify the mirror answers the allocator query directly."], "schema_fields": ["buyer_gatekeeper", "live_signal", "funding_rebalance_cycle", "replacement_or_low_performer_trigger", "required_packet", "proof_url_document_gap", "aeo_geo_query_targets", "internal_chatbot_retrieval_surface", "sme_verification_question", "downgrade_rule", "next_action"], "sme_verify": "Which allocator page should be mirrored first because it has the strongest live signal and proof-gap closure path?", "source_path": "data/recovered_loop_tick79_answer_engine_page_specs.json; data/recovered_loop_tick78_top_account_brief_templates.json; docs/quant-pitch-calendar.md; docs/quant-pitch-now-validation.md", "target_answer_surfaces": ["ChatGPT Search", "Claude", "Bloomberg ASKB", "FactSet AI", "AlphaSense"], "target_query": "allocator brief mirror for this account"}, "confidence": 0.92, "created_at": "2026-06-19 21:02:21", "deadline": null, "id": "page-brief-allocator-specific-brief-mirror-allocator-specific-retrieval-mirrors-and-outreach-packets-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "page_brief", "status": "active", "strategy": "allocator-specific retrieval mirrors and outreach packets", "subject_id": "allocator-specific-brief-mirror", "subject_name": "Allocator-specific brief mirror", "subject_type": "content_asset", "updated_at": "2026-06-19 21:02:21"}
{"amount": "", "attrs": {"content_fields": ["cover slide", "executive summary", "comparison table", "FAQ appendix", "objection appendix", "source appendix", "change log"], "evidence_blocks": ["cover page", "executive summary", "comparison table", "FAQ appendix", "objection appendix", "cited source appendix", "export metadata"], "next_action": "Generate the PDF and deck mirrors after the HTML pages are approved.", "page_title": "Quant Hedge Fund Brief PDF and Deck Mirror", "priority_rank": 7, "production_checklist": ["Export both PDF and deck formats from the same canonical source.", "Keep the title, dates, and citations identical to the HTML versions.", "Include a source index and a change log.", "Verify the export opens cleanly and is readable in committee workflows.", "Confirm the deck and PDF do not introduce uncited claims."], "schema_fields": ["canonicalTitle", "coverTitle", "pageOrder", "citationIndex", "exportFormat", "asOfDate", "sourceAppendix", "changeLog"], "sme_verify": "Does the export preserve every claim, date, and citation from the HTML pages?", "source_path": "data/recovered_loop_tick79_answer_engine_page_specs.json; docs/quant-aeo-geo-content-backlog.md; docs/quant-pitch-calendar.md; data/recovered_loop_tick78_top_account_brief_templates.json", "target_answer_surfaces": ["ChatGPT Search", "Claude", "AlphaSense", "Google AI Overviews / AI Mode", "Perplexity"], "target_query": "quant hedge fund brief pdf"}, "confidence": 0.91, "created_at": "2026-06-19 21:02:21", "deadline": null, "id": "page-brief-pdf-deck-mirror-portable-export-mirror-for-committee-packets-and-search-retrieval-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "page_brief", "status": "active", "strategy": "portable export mirror for committee packets and search retrieval", "subject_id": "pdf-deck-mirror", "subject_name": "PDF/deck mirror", "subject_type": "content_asset", "updated_at": "2026-06-19 21:02:21"}
{"amount": "", "attrs": {"as_of_date": "2026-06-19", "cadence_days": 7, "downgrade_rule": "Downgrade if only the headline search notice remains after two checks and no attachment/addendum URLs are visible.", "missing_field": ["attachments", "addenda", "award_path", "document_url"], "next_command_or_manual_task": "Open the Comptroller RFP board page, follow the passive-indexing notice, and record every attachment and addendum URL before building the response packet.", "official_surface": "NYC Comptroller RFPs and Solicitations / passive-indexing notice", "official_url": ["https://comptroller.nyc.gov/services/for-businesses/doing-business-with-the-comptroller/rfps-solicitations/", "https://comptroller.nyc.gov/rfp/notice-of-search-for-equity-index-investment-management-products-and-services/"], "priority_rank": 1, "promote_rule": "Promote when the notice and board page expose the attachment and addendum URLs plus the award path and deadline.", "sme_question": "Are the addenda public on the board page, or only visible after shortlist or consultant contact?", "source_path": "docs/quant-board-packet-extraction-queue.md; data/recovered_loop_tick70_parent_live_verified_official_sources.json; data/recovered_loop_tick73_nyc_bam_response_packet_requirements.json"}, "confidence": 0.5, "created_at": "2026-06-19 21:04:20", "deadline": null, "id": "official-fetch-task-nyc-bam-passive-indexing-attachments-addenda-gap-open", "next_review": null, "signal_date": null, "signal_type": "official_fetch_task", "status": "open", "strategy": "", "subject_id": "nyc-bam-passive-indexing-attachments-addenda-gap", "subject_name": "NYC BAM passive indexing attachments/addenda gap", "subject_type": "surface", "updated_at": "2026-06-19 21:04:20"}
{"amount": "", "attrs": {"as_of_date": "2026-06-19", "cadence_days": 14, "downgrade_rule": "Downgrade if the page only supports generic marketing language and does not expose a usable intake path after two checks.", "missing_field": ["submission_path", "triage_outcome", "diligence_follow_up_fields", "document_url"], "next_command_or_manual_task": "Open the secure CalPERS proposal portal and extract the upload, review, and follow-up fields into the packet.", "official_surface": "CalPERS Investment Proposal Submission", "official_url": ["https://www.calpers.ca.gov/investments/investment-manager-opportunities/investment-proposal-submission"], "priority_rank": 2, "promote_rule": "Promote when the secure portal fields are captured and the proposal path is confirmed current.", "sme_question": "Does the secure portal route directly to asset-class staff, a central triage queue, or an emerging-manager adviser first?", "source_path": "docs/quant-board-packet-extraction-queue.md; data/recovered_loop_tick64_official_packet_source_upgrades.json; data/recovered_loop_tick73_calpers_evestment_go_no_go_fields.json"}, "confidence": 0.5, "created_at": "2026-06-19 21:04:20", "deadline": null, "id": "official-fetch-task-calpers-proposal-portal-fetch-task-open", "next_review": null, "signal_date": null, "signal_type": "official_fetch_task", "status": "open", "strategy": "", "subject_id": "calpers-proposal-portal-fetch-task", "subject_name": "CalPERS proposal portal fetch task", "subject_type": "surface", "updated_at": "2026-06-19 21:04:20"}
{"amount": "", "attrs": {"as_of_date": "2026-06-19", "cadence_days": 14, "downgrade_rule": "Downgrade if the page is static guidance or the qualification screen is no longer current after two checks.", "missing_field": ["strategy_category", "minimum_aum", "track_record", "contact_method", "status_date"], "next_command_or_manual_task": "Open the CalPERS public manager-opportunities page and normalize the minimum qualification and contact fields.", "official_surface": "CalPERS Public Investment Manager Opportunities", "official_url": ["https://www.calpers.ca.gov/investments/investment-manager-opportunities/public-investment-manager-opportunities"], "priority_rank": 3, "promote_rule": "Promote when the public manager-opportunities page shows a current eVestment route with the qualification fields needed for screening.", "sme_question": "For a systematic public strategy, is eVestment completeness enough on its own, or does CalPERS still want a direct staff introduction?", "source_path": "docs/quant-board-packet-extraction-queue.md; data/recovered_loop_tick64_official_packet_source_upgrades.json; data/recovered_loop_tick73_calpers_evestment_go_no_go_fields.json"}, "confidence": 0.5, "created_at": "2026-06-19 21:04:20", "deadline": null, "id": "official-fetch-task-calpers-evestment-fetch-task-open", "next_review": null, "signal_date": null, "signal_type": "official_fetch_task", "status": "open", "strategy": "", "subject_id": "calpers-evestment-fetch-task", "subject_name": "CalPERS eVestment fetch task", "subject_type": "surface", "updated_at": "2026-06-19 21:04:20"}
{"amount": "", "attrs": {"as_of_date": "2026-06-19", "cadence_days": 30, "downgrade_rule": "Downgrade if only the landing page remains and the monthly PDF cannot be normalized after two checks.", "missing_field": ["month", "manager_name", "hire_or_termination", "placement_agent", "amount"], "next_command_or_manual_task": "Open the monthly disclosure page, download the March 2026 PDF, and normalize the monthly rows into a tape.", "official_surface": "NYSCRF Monthly Disclosure of Investments and Transactions", "official_url": ["https://www.osc.ny.gov/common-retirement-fund/resources/financial-reporting-and-asset-allocation", "https://www.osc.ny.gov/files/common-retirement-fund/pdf/march-2026.pdf"], "priority_rank": 4, "promote_rule": "Promote when the monthly rows are normalized into hires, terminations, and transaction events with dates and amounts.", "sme_question": "Does the monthly disclosure mainly expose hiring, termination, or placement-agent activity first?", "source_path": "docs/quant-board-packet-extraction-queue.md; data/recovered_loop_tick74_nyscrf_monthly_tape_schema_and_actions.json; data/recovered_loop_tick39_board_agenda_rfp_signals.json"}, "confidence": 0.5, "created_at": "2026-06-19 21:04:20", "deadline": null, "id": "official-fetch-task-nyscrf-monthly-disclosure-tape-open", "next_review": null, "signal_date": null, "signal_type": "official_fetch_task", "status": "open", "strategy": "", "subject_id": "nyscrf-monthly-disclosure-tape", "subject_name": "NYSCRF monthly disclosure tape", "subject_type": "surface", "updated_at": "2026-06-19 21:04:20"}
{"amount": "", "attrs": {"as_of_date": "2026-06-19", "cadence_days": 7, "downgrade_rule": "Downgrade if only archive-level pages remain and no meeting-specific packet is visible after two checks.", "missing_field": ["board_date", "agenda_item", "approval", "vote", "manager_change"], "next_command_or_manual_task": "Open the TRS board materials archive and capture the July 16-17 board bundle row-by-row.", "official_surface": "TRS Texas Board Meeting Materials", "official_url": ["https://trs.texas.gov/about/trustees/board-meeting-materials"], "priority_rank": 5, "promote_rule": "Promote when the July 16-17 packet yields meeting-specific agenda, book, summary, or recording URLs with manager-change evidence.", "sme_question": "Which TRS board-book sections usually reveal manager changes before public allocation reports?", "source_path": "docs/quant-board-packet-extraction-queue.md; data/recovered_loop_tick74_trs_utimco_board_materials_action_queue.json; data/recovered_loop_tick75_conference_meeting_calendar_routes.json"}, "confidence": 0.5, "created_at": "2026-06-19 21:04:20", "deadline": null, "id": "official-fetch-task-trs-texas-board-materials-open", "next_review": null, "signal_date": null, "signal_type": "official_fetch_task", "status": "open", "strategy": "", "subject_id": "trs-texas-board-materials", "subject_name": "TRS Texas board materials", "subject_type": "surface", "updated_at": "2026-06-19 21:04:20"}
{"amount": "", "attrs": {"as_of_date": "2026-06-19", "cadence_days": 14, "downgrade_rule": "Downgrade if the archive only exposes a hub page without meeting-level row details after two checks.", "missing_field": ["meeting_date", "book_section", "agenda_item", "allocation_item", "audio_url"], "next_command_or_manual_task": "Open the UTIMCO meeting-resources archive and normalize the June 18 row into agenda, book, and audio fields.", "official_surface": "UTIMCO Meeting Resources", "official_url": ["https://www.utimco.org/meeting-resources/"], "priority_rank": 6, "promote_rule": "Promote when the June 18 meeting row is normalized into agenda, book, and audio fields.", "sme_question": "Which UTIMCO archive fields are actually posted for the June 18 meeting, and is there any audio URL beyond the board row?", "source_path": "docs/quant-board-packet-extraction-queue.md; data/recovered_loop_tick74_trs_utimco_board_materials_action_queue.json; data/recovered_loop_tick68_official_packet_extraction_plan.json"}, "confidence": 0.5, "created_at": "2026-06-19 21:04:20", "deadline": null, "id": "official-fetch-task-utimco-meeting-resources-open", "next_review": null, "signal_date": null, "signal_type": "official_fetch_task", "status": "open", "strategy": "", "subject_id": "utimco-meeting-resources", "subject_name": "UTIMCO meeting resources", "subject_type": "surface", "updated_at": "2026-06-19 21:04:20"}
{"amount": "", "attrs": {"as_of_date": "2026-06-19", "cadence_days": 21, "downgrade_rule": "Downgrade if the only evidence is a generic PRIM investments page or the PCS route stays unresolved after two checks.", "missing_field": ["pcs_timing", "manager_facing_language", "official_platform_document", "board_record", "procurement_record"], "next_command_or_manual_task": "Resolve the exact PRIM official surface, then extract the board or procurement record that proves the PCS route.", "official_surface": "MassPRIM investments / PCS procurement / board-record surfaces", "official_url": null, "priority_rank": 7, "promote_rule": "Promote when a dated PRIM procurement, board record, or official platform document proves the PCS route is manager-facing and current.", "sme_question": "Is the PCS route manager-facing, consultant-facing, or only internal?", "source_path": "docs/quant-pitch-calendar.md; data/recovered_loop_tick68_official_packet_extraction_plan.json; data/recovered_loop_tick78_downgrade_and_recheck_cadence.json"}, "confidence": 0.5, "created_at": "2026-06-19 21:04:20", "deadline": null, "id": "official-fetch-task-massprim-pcs-proof-gap-open", "next_review": null, "signal_date": null, "signal_type": "official_fetch_task", "status": "open", "strategy": "", "subject_id": "massprim-pcs-proof-gap", "subject_name": "MassPRIM PCS proof gap", "subject_type": "surface", "updated_at": "2026-06-19 21:04:20"}
{"amount": "", "attrs": {"as_of_date": "2026-06-19", "cadence_days": 14, "downgrade_rule": "Downgrade if only historical reports or boilerplate language remain after two checks.", "missing_field": ["quarter", "manager", "mandate", "commitment_or_allocation", "selection_date"], "next_command_or_manual_task": "Open the Florida SBA new-manager reports page and normalize the 2026 Q1 report into manager-level rows.", "official_surface": "Florida SBA New Manager Reports", "official_url": ["https://www.sbafla.com/reporting/new-manager-reports/"], "priority_rank": 8, "promote_rule": "Promote when the quarterly report shows a fresh allocation or manager onboarding with a selection date.", "sme_question": "Do Florida SBA new-manager reports reflect fresh allocations, manager replacements, or only reporting formalities?", "source_path": "docs/quant-board-packet-extraction-queue.md; data/recovered_loop_tick64_official_packet_source_upgrades.json; data/recovered_loop_tick78_downgrade_and_recheck_cadence.json"}, "confidence": 0.5, "created_at": "2026-06-19 21:04:20", "deadline": null, "id": "official-fetch-task-florida-sba-new-manager-reports-open", "next_review": null, "signal_date": null, "signal_type": "official_fetch_task", "status": "open", "strategy": "", "subject_id": "florida-sba-new-manager-reports", "subject_name": "Florida SBA new-manager reports", "subject_type": "surface", "updated_at": "2026-06-19 21:04:20"}
{"amount": "", "attrs": {"as_of_date": "2026-06-19", "cadence_days": 7, "downgrade_rule": "Downgrade if the RFP page remains negative and the board packets show only routine governance after two checks.", "missing_field": ["meeting_date", "committee", "agenda_item", "motion", "vote", "attachment"], "next_command_or_manual_task": "Open the KCERA board-agendas page and the RFP page, then split manager-review evidence from procurement evidence.", "official_surface": "KCERA Board Agendas and Minutes / KCERA Request for Proposals", "official_url": ["https://www.kcera.org/board-meeting-agendas-minutes", "https://www.kcera.org/request-for-proposals-rfp"], "priority_rank": 9, "promote_rule": "Promote when board materials show manager review or the RFP page flips to an open procurement cycle.", "sme_question": "Does KCERA announce manager searches on the RFP page first, or through board and committee packets?", "source_path": "docs/quant-board-packet-extraction-queue.md; data/recovered_loop_tick39_board_agenda_rfp_signals.json; data/recovered_loop_tick78_downgrade_and_recheck_cadence.json"}, "confidence": 0.5, "created_at": "2026-06-19 21:04:20", "deadline": null, "id": "official-fetch-task-kcera-board-and-rfp-docs-open", "next_review": null, "signal_date": null, "signal_type": "official_fetch_task", "status": "open", "strategy": "", "subject_id": "kcera-board-and-rfp-docs", "subject_name": "KCERA board and RFP docs", "subject_type": "surface", "updated_at": "2026-06-19 21:04:20"}
{"amount": "", "attrs": {"as_of_date": "2026-06-19", "cadence_days": 30, "downgrade_rule": "Downgrade if only scale or mission material remains after two monthly checks and no official investment surface appears.", "missing_field": ["investment_gatekeeper_name", "investment_office_page", "annual_report", "form_990", "governance_document"], "next_command_or_manual_task": "Open the St. Jude financial-information page and look for the first-party investment, annual-report, Form 990, or staff-bio surface that proves the gatekeeper claim.", "official_surface": "St. Jude financial-information / annual-report / Form 990 / staff-bio surfaces", "official_url": ["https://www.stjude.org/about-st-jude/financial-information.html"], "priority_rank": 10, "promote_rule": "Promote when an official St. Jude or ALSAC source names the investment gatekeeper or shows a current screening route.", "sme_question": "Does ALSAC or St. Jude directly screen liquid alternatives, and which official document exposes the route?", "source_path": "docs/quant-pitch-calendar.md; data/recovered_loop_tick57_official_source_upgrade_paths.json; data/recovered_loop_tick78_downgrade_and_recheck_cadence.json"}, "confidence": 0.5, "created_at": "2026-06-19 21:04:20", "deadline": null, "id": "official-fetch-task-st-jude-alsac-first-party-source-remediation-open", "next_review": null, "signal_date": null, "signal_type": "official_fetch_task", "status": "open", "strategy": "", "subject_id": "st-jude-alsac-first-party-source-remediation", "subject_name": "St. Jude / ALSAC first-party source remediation", "subject_type": "surface", "updated_at": "2026-06-19 21:04:20"}
{"amount": "", "attrs": {"as_of_date": "2026-06-19", "cadence_days": 30, "downgrade_rule": "Downgrade if the page is static guidance or stale registration language across two monthly checks.", "missing_field": ["manager_registration_page", "form_fields", "intake_instructions", "process_lead", "future_rfp_cues"], "next_command_or_manual_task": "Open the GPIF alternative-assets registration page and extract the current form fields and process lead.", "official_surface": "GPIF Manager Registration System (Alternative Assets)", "official_url": ["https://www.gpif.go.jp/en/investment/manager-registration-alternative-assets/"], "priority_rank": 11, "promote_rule": "Promote when the registration system is live and the alternative-assets intake confirms manager-facing access.", "sme_question": "Is the alternative-assets intake path still the correct current entry point for GPIF?", "source_path": "docs/quant-pitch-calendar.md; data/recovered_loop_tick40_influence_paths_aeo_geo.json; data/recovered_loop_tick78_downgrade_and_recheck_cadence.json"}, "confidence": 0.5, "created_at": "2026-06-19 21:04:20", "deadline": null, "id": "official-fetch-task-gpif-manager-registration-system-open", "next_review": null, "signal_date": null, "signal_type": "official_fetch_task", "status": "open", "strategy": "", "subject_id": "gpif-manager-registration-system", "subject_name": "GPIF manager registration system", "subject_type": "surface", "updated_at": "2026-06-19 21:04:20"}
{"amount": "", "attrs": {"as_of_date": "2026-06-19", "cadence_days": 30, "downgrade_rule": "Downgrade if the gate is unreachable or the route is clearly closed or relationship-only after two rechecks.", "missing_field": ["register_login_path", "external_manager_program_language", "monthly_quantitative_data_fields", "regional_relevance", "named_governance_contact"], "next_command_or_manual_task": "Open the PIF Managers Gate and normalize the registration and monthly-data fields into the packet.", "official_surface": "PIF Managers Gate / MENA External Managers Program", "official_url": ["https://www.pif.gov.sa/en/managers-gate/"], "priority_rank": 12, "promote_rule": "Promote when the gate remains open and the program frames direct external-manager registration or pre-RFP intake.", "sme_question": "Does the external-manager gate require a direct registration, or is it only pre-RFP database intake?", "source_path": "docs/quant-pitch-calendar.md; data/recovered_loop_tick38_apac_middle_east_distribution_signals.json; data/recovered_loop_tick78_downgrade_and_recheck_cadence.json"}, "confidence": 0.5, "created_at": "2026-06-19 21:04:20", "deadline": null, "id": "official-fetch-task-pif-managers-gate-open", "next_review": null, "signal_date": null, "signal_type": "official_fetch_task", "status": "open", "strategy": "", "subject_id": "pif-managers-gate", "subject_name": "PIF Managers Gate", "subject_type": "surface", "updated_at": "2026-06-19 21:04:20"}
{"amount": "", "attrs": {"as_of_date": "2026-06-19", "cadence_days": 45, "downgrade_rule": "Downgrade if only broad marketing survives and no current official manager-context surface is updated across two 45-day cycles.", "missing_field": ["official_manager_context_page", "annual_report", "external_mandates", "responsible_investment_policy", "mandate_contact"], "next_command_or_manual_task": "Open the official NZ Super site and resolve the exact manager-context, annual-report, or external-mandates page used for intake.", "official_surface": "New Zealand Superannuation Fund official manager context", "official_url": ["https://www.nzsuperfund.nz/"], "priority_rank": 13, "promote_rule": "Promote when current official materials show external-mandates review, ownership structure, or actual mandate intake relevant to systematic or liquid alternatives.", "sme_question": "Does the external-mandates lane suffice, or does NZ Super require a mandate-specific RFP?", "source_path": "docs/quant-pitch-calendar.md; data/recovered_loop_tick45_source_backfill_signals.json; data/recovered_loop_tick78_downgrade_and_recheck_cadence.json"}, "confidence": 0.5, "created_at": "2026-06-19 21:04:20", "deadline": null, "id": "official-fetch-task-nz-super-official-manager-context-open", "next_review": null, "signal_date": null, "signal_type": "official_fetch_task", "status": "open", "strategy": "", "subject_id": "nz-super-official-manager-context", "subject_name": "NZ Super official manager context", "subject_type": "surface", "updated_at": "2026-06-19 21:04:20"}
{"amount": "", "attrs": {"as_of_date": "2026-06-19", "cadence_days": 30, "downgrade_rule": "Downgrade if only generic brand pages remain and no current governance or research cue appears after two monthly checks.", "missing_field": ["board_route", "committee_names", "derivatives_or_risk_management_references", "research_surface", "named_governance_contacts"], "next_command_or_manual_task": "Open the HOOPP governance and capital-markets pages and capture the current route owners plus any derivatives or absolute-return language.", "official_surface": "HOOPP board of trustees / discretionary derivatives and alternative investments", "official_url": ["https://hoopp.com/about-hoopp/hoopp-board-of-trustees", "https://hoopp.com/investments/capital-markets/discretionary-derivatives-and-alternative-investments"], "priority_rank": 14, "promote_rule": "Promote when governance documents or research pages still show absolute-return or derivatives fit and the named route owners remain current.", "sme_question": "Does HOOPP still route external-manager material through the board/asset-liability lane or only through general research pages?", "source_path": "docs/quant-pitch-calendar.md; data/recovered_loop_tick40_influence_paths_aeo_geo.json; data/recovered_loop_tick78_downgrade_and_recheck_cadence.json"}, "confidence": 0.5, "created_at": "2026-06-19 21:04:20", "deadline": null, "id": "official-fetch-task-hoopp-board-and-asset-liability-route-open", "next_review": null, "signal_date": null, "signal_type": "official_fetch_task", "status": "open", "strategy": "", "subject_id": "hoopp-board-and-asset-liability-route", "subject_name": "HOOPP board and asset-liability route", "subject_type": "surface", "updated_at": "2026-06-19 21:04:20"}
{"amount": "", "attrs": {"action": "Keep VRS Orchard, SURS long-vol, and similar replacement claims on monitor unless primary allocator records or SMEs verify the changeout.", "pattern": "Replacement chatter is useful for SME questions but unsafe for active outreach without primary-source proof.", "priority_rank": 1, "sme_verify": "What primary record or first-hand workflow proves the replacement actually happened and created a pitch window?", "source_path": "docs/quant-signal-validation.md; data/recovered_loop_tick78_downgrade_and_recheck_cadence.json"}, "confidence": 0.92, "created_at": "2026-06-19 21:06:36", "deadline": null, "id": "negative-evidence-rule-trade-press-only-replacement-claim-source-quality-guardrail-for-replacement-signals-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "negative_evidence_rule", "status": "monitor", "strategy": "source-quality guardrail for replacement signals", "subject_id": "trade-press-only-replacement-claim", "subject_name": "Trade-press-only replacement claim", "subject_type": "negative_evidence_pattern", "updated_at": "2026-06-19 21:06:36"}
{"amount": "", "attrs": {"action": "Keep JPM PB, Morningstar, Morgan Stanley/BlackRock wrapper, Mercer, and Burgiss/MSCI rows on monitor until exact workflow surfaces are captured.", "pattern": "A brand can be influential without offering a usable manager-intake or discovery workflow.", "priority_rank": 2, "sme_verify": "Which official portal, research page, event, or named workflow makes the brand actionable?", "source_path": "docs/quant-signal-validation.md; data/recovered_loop_tick79_consultant_database_mapping.json; data/recovered_loop_tick78_private_wealth_family_office_influence_routes.json"}, "confidence": 0.9, "created_at": "2026-06-19 21:06:36", "deadline": null, "id": "negative-evidence-rule-generic-brand-page-without-workflow-workflow-proof-guardrail-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "negative_evidence_rule", "status": "monitor", "strategy": "workflow proof guardrail", "subject_id": "generic-brand-page-without-workflow", "subject_name": "Generic brand page without workflow", "subject_type": "negative_evidence_pattern", "updated_at": "2026-06-19 21:06:36"}
{"amount": "", "attrs": {"action": "Keep old manager changes as objection and SME-validation evidence unless current timing or intake route is present.", "pattern": "Historical manager motion can explain buying behavior but does not itself prove a live pitch window.", "priority_rank": 3, "sme_verify": "What current cycle makes this historical pattern pitchable now?", "source_path": "docs/quant-signal-validation.md; data/recovered_loop_tick72_low_performer_replacement_evidence_queue.json"}, "confidence": 0.88, "created_at": "2026-06-19 21:06:36", "deadline": null, "id": "negative-evidence-rule-historical-motion-without-current-window-historical-motion-preservation-2026-06-19-historical", "next_review": null, "signal_date": "2026-06-19", "signal_type": "negative_evidence_rule", "status": "historical", "strategy": "historical-motion preservation", "subject_id": "historical-motion-without-current-window", "subject_name": "Historical motion without current window", "subject_type": "negative_evidence_pattern", "updated_at": "2026-06-19 21:06:36"}
{"amount": "", "attrs": {"action": "Target likely answer surfaces, but do not claim a decision maker uses a chatbot unless sourced or SME-verified.", "pattern": "AEO/GEO strategies can be valuable while still keeping individual tool-usage claims evidentially modest.", "priority_rank": 4, "sme_verify": "Which retrieval surface did the decision maker actually use before the meeting?", "source_path": "docs/quant-signal-validation.md; data/recovered_loop_tick79_answer_engine_page_specs.json"}, "confidence": 0.86, "created_at": "2026-06-19 21:06:36", "deadline": null, "id": "negative-evidence-rule-chatbot-surface-inferred-but-unproven-aeo-geo-claim-discipline-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "negative_evidence_rule", "status": "monitor", "strategy": "AEO/GEO claim discipline", "subject_id": "chatbot-surface-inferred-but-unproven", "subject_name": "Chatbot surface inferred but unproven", "subject_type": "negative_evidence_pattern", "updated_at": "2026-06-19 21:06:36"}
{"amount": "", "attrs": {"action": "Split buyer, recommender, portal owner, event curator, and SME verifier before assigning outreach priority.", "pattern": "Hidden influencers matter only if their role in shortlist, approval, or packet intake is clear.", "priority_rank": 5, "sme_verify": "Who owns the shortlist, who owns approval, and who owns packet intake?", "source_path": "docs/quant-signal-validation.md; data/recovered_loop_tick80_named_people_route_actions.json"}, "confidence": 0.87, "created_at": "2026-06-19 21:06:36", "deadline": null, "id": "negative-evidence-rule-unclear-buyer-versus-gatekeeper-routing-clarity-guardrail-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "negative_evidence_rule", "status": "monitor", "strategy": "routing clarity guardrail", "subject_id": "unclear-buyer-versus-gatekeeper", "subject_name": "Unclear buyer versus gatekeeper", "subject_type": "negative_evidence_pattern", "updated_at": "2026-06-19 21:06:36"}
{"amount": "", "attrs": {"cadence_days": 21, "downgrade_or_kill_rule": "Downgrade if two consecutive rechecks only find trade-press echoes or stale references.", "official_task": "Recheck the VRS board packet, annual report, and disclosure archive for Orchard termination, effective date, and any replacement or transition language.", "promote_rule": "Promote when a primary VRS record names Orchard and shows a current replacement or transition path.", "sme_task": "Ask a public-pension credit SME whether the move was performance, fee/liquidity, or sleeve redesign, and whether the replacement slot is still liquid-credit relevant.", "source_path": "docs/quant-30-day-outreach-queue.md; docs/quant-pitch-calendar.md; data/recovered_loop_tick73_official_source_downgrade_and_proof_queue.json; data/recovered_loop_tick78_downgrade_and_recheck_cadence.json", "why_it_matters_for_quant_hedge_fund": "Liquid-credit exits can open a replacement, relative-value, or systematic fixed-income pitch window."}, "confidence": 0.5, "created_at": "2026-06-19 21:09:55", "deadline": null, "id": "monitor-split-vrs-orchard-liquid-credit-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "monitor_split", "status": "monitor", "strategy": "", "subject_id": "vrs-orchard-liquid-credit", "subject_name": "VRS Orchard Liquid Credit", "subject_type": "allocator_monitor", "updated_at": "2026-06-19 21:09:55"}
{"amount": "", "attrs": {"cadence_days": 21, "downgrade_or_kill_rule": "Downgrade if two consecutive rechecks still show only generic manager-reallocation language.", "official_task": "Recheck the SURS board packet, annual report, and manager-decision record for a sleeve-level long-vol decision.", "promote_rule": "Promote when sleeve-specific evidence proves a long-vol or risk-mitigation decision and identifies a live replacement or redesign path.", "sme_task": "Ask a risk-allocation SME whether the row is truly long-vol or just generic manager reallocation.", "source_path": "docs/quant-30-day-outreach-queue.md; docs/quant-pitch-calendar.md; data/recovered_loop_tick73_official_source_downgrade_and_proof_queue.json; data/recovered_loop_tick78_downgrade_and_recheck_cadence.json", "why_it_matters_for_quant_hedge_fund": "A real long-vol reallocation can open a crisis-alpha or convexity pitch window."}, "confidence": 0.5, "created_at": "2026-06-19 21:09:55", "deadline": null, "id": "monitor-split-surs-long-vol-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "monitor_split", "status": "monitor", "strategy": "", "subject_id": "surs-long-vol", "subject_name": "SURS long-vol", "subject_type": "allocator_monitor", "updated_at": "2026-06-19 21:09:55"}
{"amount": "", "attrs": {"cadence_days": 30, "downgrade_or_kill_rule": "Downgrade if only mission or scale material remains after two monthly checks and no investment decision surface appears.", "official_task": "Recheck St. Jude financial-information, annual-report, Form 990, and staff-bio surfaces for an investment-gatekeeper or governance document.", "promote_rule": "Promote when an official St. Jude or ALSAC source names the investment gatekeeper or shows a current alternatives screening route.", "sme_task": "Ask a hospital-endowment SME whether the route is an actual investment office, consultant routing, or only mission-scale evidence.", "source_path": "docs/quant-pitch-calendar.md; docs/quant-consultant-private-wealth-extraction-queue.md; data/recovered_loop_tick73_official_source_downgrade_and_proof_queue.json; data/recovered_loop_tick57_official_source_upgrade_paths.json", "why_it_matters_for_quant_hedge_fund": "Mission-aligned capital is pitchable only when the gatekeeper and intake surface are real."}, "confidence": 0.5, "created_at": "2026-06-19 21:09:55", "deadline": null, "id": "monitor-split-st-jude-alsac-2026-06-19-weak-evidence", "next_review": null, "signal_date": "2026-06-19", "signal_type": "monitor_split", "status": "weak_evidence", "strategy": "", "subject_id": "st-jude-alsac", "subject_name": "St. Jude / ALSAC", "subject_type": "allocator_monitor", "updated_at": "2026-06-19 21:09:55"}
{"amount": "", "attrs": {"cadence_days": 21, "downgrade_or_kill_rule": "Downgrade if only a generic investments page remains or the PCS route never resolves into a dated official record after two checks.", "official_task": "Recheck MassPRIM investments, PCS procurement, and board-record surfaces for a manager-facing PCS or managed-account route.", "promote_rule": "Promote when an official PRIM record proves the PCS or managed-account route is manager-facing and current.", "sme_task": "Ask a public-pension procurement SME whether PCS is manager-facing, consultant-facing, or internal-only.", "source_path": "docs/quant-pitch-calendar.md; data/recovered_loop_tick73_official_source_downgrade_and_proof_queue.json; data/recovered_loop_tick78_downgrade_and_recheck_cadence.json", "why_it_matters_for_quant_hedge_fund": "A manager-facing PCS lane creates a direct distribution wedge for systematic or hedge-fund-like sleeves."}, "confidence": 0.5, "created_at": "2026-06-19 21:09:55", "deadline": null, "id": "monitor-split-massprim-pcs-2026-06-19-weak-evidence", "next_review": null, "signal_date": "2026-06-19", "signal_type": "monitor_split", "status": "weak_evidence", "strategy": "", "subject_id": "massprim-pcs", "subject_name": "MassPRIM PCS", "subject_type": "allocator_monitor", "updated_at": "2026-06-19 21:09:55"}
{"amount": "", "attrs": {"cadence_days": 7, "downgrade_or_kill_rule": "Downgrade if the page stays negative and board packets only show routine governance for two weekly checks.", "official_task": "Recheck KCERA board agendas/minutes and the RFP page for any open-cycle change or manager review.", "promote_rule": "Promote when board materials show manager review or the RFP page flips to an open procurement cycle.", "sme_task": "Ask a public-pension procurement SME whether the board calendar or the RFP page is the real first gate.", "source_path": "docs/quant-board-packet-extraction-queue.md; docs/quant-pitch-calendar.md; data/recovered_loop_tick75_conference_meeting_calendar_routes.json; data/recovered_loop_tick73_official_source_downgrade_and_proof_queue.json", "why_it_matters_for_quant_hedge_fund": "Recurring board cadence can surface renewal timing before broader searches appear."}, "confidence": 0.5, "created_at": "2026-06-19 21:09:55", "deadline": null, "id": "monitor-split-kcera-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "monitor_split", "status": "monitor", "strategy": "", "subject_id": "kcera", "subject_name": "KCERA", "subject_type": "allocator_monitor", "updated_at": "2026-06-19 21:09:55"}
{"amount": "", "attrs": {"cadence_days": 14, "downgrade_or_kill_rule": "Downgrade if only historical reports or boilerplate solicitation language remain after two checks.", "official_task": "Recheck Florida SBA new-manager reports, trustee materials, and future-solicitations form for a fresh allocation or intake change.", "promote_rule": "Promote when the quarterly report shows a fresh allocation or the trustee/future-solicitation surfaces show a live vendor-intake path.", "sme_task": "Ask a public-pension onboarding SME whether onboarding or future solicitation is the live path for new relationships.", "source_path": "docs/quant-board-packet-extraction-queue.md; docs/quant-pitch-calendar.md; data/recovered_loop_tick74_private_wealth_platform_onboarding_fields.json; data/recovered_loop_tick78_downgrade_and_recheck_cadence.json", "why_it_matters_for_quant_hedge_fund": "Onboarding tapes expose new relationships earlier than broad procurement notices."}, "confidence": 0.5, "created_at": "2026-06-19 21:09:55", "deadline": null, "id": "monitor-split-florida-sba-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "monitor_split", "status": "monitor", "strategy": "", "subject_id": "florida-sba", "subject_name": "Florida SBA", "subject_type": "allocator_monitor", "updated_at": "2026-06-19 21:09:55"}
{"amount": "", "attrs": {"cadence_days": 14, "downgrade_or_kill_rule": "Downgrade if the cluster stays merged and no plan-level buyer or consultant surface appears after two cycles.", "official_task": "Recheck Chicago plan procurement pages, board packets, and Callan/RFP surfaces; split the buyer from the consultant.", "promote_rule": "Promote when the merged Chicago row splits into a plan-level buyer or Callan exposes a live search with named consultant owners.", "sme_task": "Ask a consultant-routing SME whether the first gate is CTPF, another Chicago plan, or Callan/RFP networks.", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md; docs/quant-pitch-calendar.md; data/recovered_loop_tick46_official_source_upgrade_signals.json; data/recovered_loop_tick73_official_source_downgrade_and_proof_queue.json", "why_it_matters_for_quant_hedge_fund": "The cluster is only routable once the actual buyer is separated from the consultant layer."}, "confidence": 0.5, "created_at": "2026-06-19 21:09:55", "deadline": null, "id": "monitor-split-chicago-callan-cluster-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "monitor_split", "status": "monitor", "strategy": "", "subject_id": "chicago-callan-cluster", "subject_name": "Chicago / Callan cluster", "subject_type": "allocator_monitor", "updated_at": "2026-06-19 21:09:55"}
{"amount": "", "attrs": {"cadence_days": 30, "downgrade_or_kill_rule": "Downgrade if the page is static guidance or stale registration language across two monthly checks.", "official_task": "Recheck the GPIF alternative-assets registration page for current fields, instructions, and process lead.", "promote_rule": "Promote when the GPIF registration system is live, current, and clearly manager-facing.", "sme_task": "Ask a sovereign-governance SME whether the page is live intake or static guidance.", "source_path": "docs/quant-30-day-outreach-queue.md; docs/quant-pitch-calendar.md; data/recovered_loop_tick63_board_packet_named_people.json; data/recovered_loop_tick78_downgrade_and_recheck_cadence.json", "why_it_matters_for_quant_hedge_fund": "Pre-RFP gates can be the first real distribution surface for hedge-fund-like strategies."}, "confidence": 0.5, "created_at": "2026-06-19 21:09:55", "deadline": null, "id": "monitor-split-gpif-2026-06-19-weak-evidence", "next_review": null, "signal_date": "2026-06-19", "signal_type": "monitor_split", "status": "weak_evidence", "strategy": "", "subject_id": "gpif", "subject_name": "GPIF", "subject_type": "allocator_monitor", "updated_at": "2026-06-19 21:09:55"}
{"amount": "", "attrs": {"cadence_days": 30, "downgrade_or_kill_rule": "Downgrade if the gate is not reachable or the route is clearly closed after two rechecks.", "official_task": "Recheck PIF Managers Gate and the MENA External Managers Program for current registration fields and access status.", "promote_rule": "Promote when Managers Gate remains open and the program frames direct external-manager registration or pre-RFP intake.", "sme_task": "Ask a sovereign-governance SME whether the gate is open and manager-facing or closed and relationship-only.", "source_path": "docs/quant-30-day-outreach-queue.md; docs/quant-pitch-calendar.md; data/recovered_loop_tick63_board_packet_named_people.json; data/recovered_loop_tick78_downgrade_and_recheck_cadence.json", "why_it_matters_for_quant_hedge_fund": "A live external-manager gate can bypass normal RFP lag."}, "confidence": 0.5, "created_at": "2026-06-19 21:09:55", "deadline": null, "id": "monitor-split-pif-2026-06-19-weak-evidence", "next_review": null, "signal_date": "2026-06-19", "signal_type": "monitor_split", "status": "weak_evidence", "strategy": "", "subject_id": "pif", "subject_name": "PIF", "subject_type": "allocator_monitor", "updated_at": "2026-06-19 21:09:55"}
{"amount": "", "attrs": {"cadence_days": 45, "downgrade_or_kill_rule": "Downgrade if only broad marketing survives and no current official manager-context surface updates across two 45-day cycles.", "official_task": "Recheck NZ Super official manager context, annual report, and external-mandates route for current governance language.", "promote_rule": "Promote when current official materials show external-mandates review, ownership structure, or actual mandate intake relevant to systematic or liquid alternatives.", "sme_task": "Ask an Australasian allocator SME whether external mandates enter through staff relationships, procurement, or consultant mediation.", "source_path": "docs/quant-pitch-calendar.md; data/recovered_loop_tick63_board_packet_named_people.json; data/recovered_loop_tick78_downgrade_and_recheck_cadence.json", "why_it_matters_for_quant_hedge_fund": "Sovereign pools can accept systematic or managed-account allocations when the governance lane is visible."}, "confidence": 0.5, "created_at": "2026-06-19 21:09:55", "deadline": null, "id": "monitor-split-nz-super-2026-06-19-weak-evidence", "next_review": null, "signal_date": "2026-06-19", "signal_type": "monitor_split", "status": "weak_evidence", "strategy": "", "subject_id": "nz-super", "subject_name": "NZ Super", "subject_type": "allocator_monitor", "updated_at": "2026-06-19 21:09:55"}
{"amount": "", "attrs": {"cadence_days": 30, "downgrade_or_kill_rule": "Downgrade if only generic brand pages remain and no current governance or research cue appears after two monthly checks.", "official_task": "Recheck HOOPP board, asset-liability, and research surfaces for current absolute-return or derivatives language.", "promote_rule": "Promote when governance documents or research pages still show absolute-return or derivatives fit and named route owners remain current.", "sme_task": "Ask a sovereign-pension governance SME whether the route still matches market-neutral or crisis-alpha sleeves.", "source_path": "docs/quant-pitch-calendar.md; data/recovered_loop_tick63_board_packet_named_people.json; data/recovered_loop_tick78_downgrade_and_recheck_cadence.json", "why_it_matters_for_quant_hedge_fund": "Absolute-return and derivatives-aware allocators are strong homes for low-correlation sleeves."}, "confidence": 0.5, "created_at": "2026-06-19 21:09:55", "deadline": null, "id": "monitor-split-hoopp-2026-06-19-weak-evidence", "next_review": null, "signal_date": "2026-06-19", "signal_type": "monitor_split", "status": "weak_evidence", "strategy": "", "subject_id": "hoopp", "subject_name": "HOOPP", "subject_type": "allocator_monitor", "updated_at": "2026-06-19 21:09:55"}
{"amount": "", "attrs": {"cadence_days": 21, "downgrade_or_kill_rule": "Downgrade if the surface stays generic or non-owned after two rechecks.", "official_task": "Recheck J.P. Morgan-owned research, report, or event pages for a real family-office route.", "promote_rule": "Promote when a J.P. Morgan-owned report, research note, or event page proves the family-office route is current.", "sme_task": "Ask a private-bank SME whether the public surface is a genuine family-office research workflow or generic marketing.", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md; docs/quant-pitch-calendar.md; data/recovered_loop_tick55_private_wealth_gap_signals.json; data/recovered_loop_tick66_lp_family_office_routes.json; data/recovered_loop_tick74_private_wealth_platform_onboarding_fields.json", "why_it_matters_for_quant_hedge_fund": "Private-bank routing can convert UHNW demand into advisor-ready alternatives conversations."}, "confidence": 0.5, "created_at": "2026-06-19 21:09:55", "deadline": null, "id": "monitor-split-j-p-morgan-private-bank-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "monitor_split", "status": "monitor", "strategy": "", "subject_id": "j-p-morgan-private-bank", "subject_name": "J.P. Morgan Private Bank", "subject_type": "allocator_monitor", "updated_at": "2026-06-19 21:09:55"}
{"amount": "", "attrs": {"cadence_days": 21, "downgrade_or_kill_rule": "Downgrade if only generic advisor content remains after two checks.", "official_task": "Recheck Morningstar Wealth model-portfolio, advisor-research, and product-screen surfaces for current shelf-fit logic.", "promote_rule": "Promote when the model-portfolio surface clearly shows how the strategy fits a shelf and how it clears product screening.", "sme_task": "Ask an RIA/platform SME which workflow decides shelf fit and implementation fit for a new strategy.", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md; docs/quant-pitch-calendar.md; data/recovered_loop_tick74_private_wealth_platform_onboarding_fields.json; data/recovered_loop_tick66_lp_family_office_routes.json", "why_it_matters_for_quant_hedge_fund": "Model-portfolio gatekeepers decide distribution before the strategy reaches end clients."}, "confidence": 0.5, "created_at": "2026-06-19 21:09:55", "deadline": null, "id": "monitor-split-morningstar-wealth-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "monitor_split", "status": "monitor", "strategy": "", "subject_id": "morningstar-wealth", "subject_name": "Morningstar Wealth", "subject_type": "allocator_monitor", "updated_at": "2026-06-19 21:09:55"}
{"amount": "", "attrs": {"cadence_days": 21, "downgrade_or_kill_rule": "Downgrade if the surface is stale marketing or only historical wrapper language after two checks.", "official_task": "Recheck advisor-portal, approval-workflow, and wrapper-related pages for a current SMA or approval path.", "promote_rule": "Promote when the wrapper path clearly shows a live approval workflow that compares to hedge-fund distribution and reporting.", "sme_task": "Ask an advisor-platform SME which approval step matters most for wrapper distribution and reporting.", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md; docs/quant-pitch-calendar.md; data/recovered_loop_tick74_private_wealth_platform_onboarding_fields.json; data/recovered_loop_tick66_lp_family_office_routes.json", "why_it_matters_for_quant_hedge_fund": "Wrapper-based distribution tests the same operational and reporting burden as allocator sales."}, "confidence": 0.5, "created_at": "2026-06-19 21:09:55", "deadline": null, "id": "monitor-split-morgan-stanley-wealth-management-blackrock-private-markets-sma-wrapper-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "monitor_split", "status": "monitor", "strategy": "", "subject_id": "morgan-stanley-wealth-management-blackrock-private-markets-sma-wrapper", "subject_name": "Morgan Stanley Wealth Management / BlackRock private-markets SMA wrapper", "subject_type": "allocator_monitor", "updated_at": "2026-06-19 21:09:55"}
{"amount": "", "attrs": {"cadence_days": 21, "downgrade_or_kill_rule": "Downgrade if Mercer remains only a named-contact route after two checks.", "official_task": "Recheck Mercer alternatives, OCIO, and search surfaces for public intake mechanics and named contacts.", "promote_rule": "Promote when Mercer exposes a public alternatives or OCIO search page with usable intake mechanics.", "sme_task": "Ask a consultant-routing SME whether Mercer is driven by search pages, named people, or private outreach.", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md; docs/quant-pitch-calendar.md; data/recovered_loop_tick61_source_family_acquisition_signals.json; data/recovered_loop_tick65_consultant_intake_mechanics.json; data/recovered_loop_tick77_aeo_content_production_backlog.json", "why_it_matters_for_quant_hedge_fund": "Mercer is high leverage but thin on public search mechanics."}, "confidence": 0.5, "created_at": "2026-06-19 21:09:55", "deadline": null, "id": "monitor-split-mercer-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "monitor_split", "status": "monitor", "strategy": "", "subject_id": "mercer", "subject_name": "Mercer", "subject_type": "consultant_monitor", "updated_at": "2026-06-19 21:09:55"}
{"amount": "", "attrs": {"cadence_days": 30, "downgrade_or_kill_rule": "Downgrade if the pages stay generic analytics branding across two monthly checks.", "official_task": "Recheck Burgiss and MSCI product, research, or data pages for a current manager-research or portfolio-construction surface.", "promote_rule": "Promote when a current research or workflow page shows the vendor actually feeds screening or portfolio-construction decisions.", "sme_task": "Ask a consultant-data SME whether the route is a real screening surface or only data and analytics branding.", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md; docs/quant-pitch-calendar.md; data/recovered_loop_tick69_aeo_test_query_matrix.json; data/recovered_loop_tick77_aeo_content_production_backlog.json", "why_it_matters_for_quant_hedge_fund": "Analytics vendors matter only if they feed actual screening, research, or workflow decisions."}, "confidence": 0.5, "created_at": "2026-06-19 21:09:55", "deadline": null, "id": "monitor-split-burgiss-msci-2026-06-19-weak-evidence", "next_review": null, "signal_date": "2026-06-19", "signal_type": "monitor_split", "status": "weak_evidence", "strategy": "", "subject_id": "burgiss-msci", "subject_name": "Burgiss / MSCI", "subject_type": "consultant_monitor", "updated_at": "2026-06-19 21:09:55"}
{"amount": "", "attrs": {"aeo_geo_asset_needed": "RFP response pack plus searchable addenda and award-path mirror", "as_of_date": "2026-06-19", "deadline_or_window": "2026-07-15", "downgrade_blocker": "Downgrade if the attachment, addendum, or award-path URLs cannot be captured from the board page after two checks.", "next_action": "Open the Comptroller RFP board page, follow the passive-indexing notice, and capture attachment and addendum URLs plus award-path metadata.", "official_intake_evidence": ["https://comptroller.nyc.gov/services/for-businesses/doing-business-with-the-comptroller/rfps-solicitations/", "https://comptroller.nyc.gov/rfp/notice-of-search-for-equity-index-investment-management-products-and-services/"], "owner_or_gatekeeper": "NYC Comptroller RFPs and Solicitations / passive-indexing notice", "priority_rank": 1, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "sme_question": "Are the addenda public on the board page, or only visible after shortlist or consultant contact?", "source_path": "docs/quant-board-packet-extraction-queue.md; docs/quant-pitch-calendar.md; data/quant_pitch_calendar.json"}, "confidence": 0.5, "created_at": "2026-06-19 21:11:38", "deadline": null, "id": "current-pitch-row-nyc-bam-passive-indexing-search-active", "next_review": null, "signal_date": null, "signal_type": "current_pitch_row", "status": "active", "strategy": "", "subject_id": "nyc-bam-passive-indexing-search", "subject_name": "NYC BAM passive indexing search", "subject_type": "allocator_target", "updated_at": "2026-06-19 21:11:38"}
{"amount": "", "attrs": {"aeo_geo_asset_needed": "eVestment profile plus secure proposal-portal fallback page", "as_of_date": "2026-06-19", "deadline_or_window": "2026-06-19", "downgrade_blocker": "Downgrade if the eVestment screen or proposal portal only offers generic guidance and no usable intake path after two checks.", "next_action": "Refresh Nasdaq eVestment strategy and contact data, then stage the secure proposal portal as the fallback route.", "official_intake_evidence": ["https://www.calpers.ca.gov/investments/investment-manager-opportunities/public-investment-manager-opportunities", "https://www.calpers.ca.gov/investments/investment-manager-opportunities/investment-proposal-submission"], "owner_or_gatekeeper": "CalPERS investment opportunities team / proposal triage", "priority_rank": 2, "required_packet": "registration-ready manager profile, track record, risk metrics, ESG/ops controls; DDQ/ODD packet, data-room index, risk reporting appendix", "sme_question": "For a systematic public strategy, is eVestment completeness enough on its own, or does CalPERS still want a direct staff introduction?", "source_path": "docs/quant-board-packet-extraction-queue.md; data/recovered_loop_tick64_official_packet_source_upgrades.json; data/recovered_loop_tick73_calpers_evestment_go_no_go_fields.json; data/quant_pitch_calendar.json"}, "confidence": 0.5, "created_at": "2026-06-19 21:11:38", "deadline": null, "id": "current-pitch-row-calpers-intake-pair-open", "next_review": null, "signal_date": null, "signal_type": "current_pitch_row", "status": "open", "strategy": "", "subject_id": "calpers-intake-pair", "subject_name": "CalPERS intake pair", "subject_type": "allocator_target", "updated_at": "2026-06-19 21:11:38"}
{"amount": "", "attrs": {"aeo_geo_asset_needed": "monthly disclosure tape plus source-backed FAQ page", "as_of_date": "2026-06-19", "deadline_or_window": "2026-03-05", "downgrade_blocker": "Downgrade if the monthly PDF cannot be normalized into manager rows after two checks.", "next_action": "Open the monthly disclosure page, download the current PDF, and normalize the monthly rows into a tape.", "official_intake_evidence": ["https://www.osc.ny.gov/common-retirement-fund/resources/financial-reporting-and-asset-allocation", "https://www.osc.ny.gov/files/common-retirement-fund/pdf/march-2026.pdf"], "owner_or_gatekeeper": "NYSCRF monthly disclosure and investment office", "priority_rank": 3, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "sme_question": "Does the monthly disclosure mainly expose hiring, termination, or placement-agent activity first?", "source_path": "docs/quant-board-packet-extraction-queue.md; data/recovered_loop_tick74_nyscrf_monthly_tape_schema_and_actions.json; data/quant_pitch_calendar.json"}, "confidence": 0.5, "created_at": "2026-06-19 21:11:38", "deadline": null, "id": "current-pitch-row-new-york-state-common-retirement-fund-active", "next_review": null, "signal_date": null, "signal_type": "current_pitch_row", "status": "active", "strategy": "", "subject_id": "new-york-state-common-retirement-fund", "subject_name": "New York State Common Retirement Fund", "subject_type": "allocator_target", "updated_at": "2026-06-19 21:11:38"}
{"amount": "", "attrs": {"aeo_geo_asset_needed": "PCS / managed-account proof page plus board-record mirror", "as_of_date": "2026-06-19", "deadline_or_window": "2026-Q2", "downgrade_blocker": "Downgrade if the PCS route never resolves into a dated board, procurement, or platform record.", "next_action": "Resolve the exact PRIM official surface, then extract the board or procurement record that proves the PCS route.", "official_intake_evidence": ["https://www.mapension.com/investments/", "docs/quant-pitch-calendar.md", "data/quant_pitch_calendar.json"], "owner_or_gatekeeper": "MassPRIM investments / PCS procurement / board-record surfaces", "priority_rank": 4, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "sme_question": "Is the PCS route manager-facing, consultant-facing, or only internal?", "source_path": "docs/quant-pitch-calendar.md; data/recovered_loop_tick68_official_packet_extraction_plan.json; data/recovered_loop_tick78_downgrade_and_recheck_cadence.json; data/quant_pitch_calendar.json"}, "confidence": 0.5, "created_at": "2026-06-19 21:11:38", "deadline": null, "id": "current-pitch-row-massachusetts-prim-prit-fund-active", "next_review": null, "signal_date": null, "signal_type": "current_pitch_row", "status": "active", "strategy": "", "subject_id": "massachusetts-prim-prit-fund", "subject_name": "Massachusetts PRIM / PRIT Fund", "subject_type": "allocator_target", "updated_at": "2026-06-19 21:11:38"}
{"amount": "", "attrs": {"aeo_geo_asset_needed": "partner-intake page plus annual-report / board-record crosswalk", "as_of_date": "2026-06-19", "deadline_or_window": "2026-06-30", "downgrade_blocker": "Downgrade if no annual report or board record proves hedge-fund allocation motion.", "next_action": "Send the partner note to the public intake address and keep the allocator and manager separate until an annual report or board record proves active hedge-fund selection.", "official_intake_evidence": ["https://www.hmc.harvard.edu/partners-performance/", "https://www.marketsgroup.org/news/harvard-endowment-returns-11-9-lifting-assets-to-56-9b"], "owner_or_gatekeeper": "Harvard Management Company / endowment intake", "priority_rank": 5, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "sme_question": "Does HMC want a partner-intake conversation, or is there a real hedge-fund allocation review behind the page?", "source_path": "data/recovered_loop_tick39_board_agenda_rfp_signals.json; docs/quant-pitch-now-validation.md; data/recovered_loop_tick44_identity_normalization_audit.json; data/quant_pitch_calendar.json"}, "confidence": 0.5, "created_at": "2026-06-19 21:11:38", "deadline": null, "id": "current-pitch-row-harvard-university-endowment-harvard-management-company-active", "next_review": null, "signal_date": null, "signal_type": "current_pitch_row", "status": "active", "strategy": "", "subject_id": "harvard-university-endowment-harvard-management-company", "subject_name": "Harvard University Endowment / Harvard Management Company", "subject_type": "allocator_target", "updated_at": "2026-06-19 21:11:38"}
{"amount": "", "attrs": {"aeo_geo_asset_needed": "first-party investment/gov docs plus source-backed FAQ", "as_of_date": "2026-06-19", "deadline_or_window": "2026", "downgrade_blocker": "Downgrade if official investment or governance proof never names the gatekeeper or the intake route.", "next_action": "Use Nicola da Roza as the operating gatekeeper and pitch liquid alts as mission-aligned portfolio-completion capital with downside-buffering and liquidity clarity.", "official_intake_evidence": ["https://www.stjude.org/about-st-jude/financial-information.html", "data/recovered_loop_tick31_healthcare_insurance_signals.json"], "owner_or_gatekeeper": "Nicola da Roza / ALSAC investment gatekeeper", "priority_rank": 6, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "sme_question": "Is Nicola da Roza still the correct current liquid-alts gatekeeper, and is outreach direct or consultant-mediated?", "source_path": "docs/quant-pitch-calendar.md; docs/quant-pitch-workflow-packets.md; data/recovered_loop_tick57_official_source_upgrade_paths.json; data/recovered_loop_tick73_official_source_downgrade_and_proof_queue.json; data/quant_pitch_calendar.json"}, "confidence": 0.5, "created_at": "2026-06-19 21:11:38", "deadline": null, "id": "current-pitch-row-st-jude-children-s-research-hospital-alsac-active", "next_review": null, "signal_date": null, "signal_type": "current_pitch_row", "status": "active", "strategy": "", "subject_id": "st-jude-children-s-research-hospital-alsac", "subject_name": "St. Jude Children's Research Hospital ALSAC", "subject_type": "allocator_target", "updated_at": "2026-06-19 21:11:38"}
{"amount": "", "attrs": {"aeo_geo_asset_needed": "registration-ready manager profile page", "as_of_date": "2026-06-19", "deadline_or_window": "2026-Q3", "downgrade_blocker": "Downgrade if the registration page becomes static guidance or stale registration language across two monthly checks.", "next_action": "Use GPIF's alternative-assets registration page as the live intake surface and prepare database-ready manager materials.", "official_intake_evidence": ["https://www.gpif.go.jp/en/investment/manager-registration-alternative-assets/", "docs/quant-pitch-calendar.md"], "owner_or_gatekeeper": "GPIF alternative-assets registration system", "priority_rank": 7, "required_packet": "registration-ready manager profile, track record, risk metrics, ESG/ops controls", "sme_question": "Is alternative-asset registration still the correct first-touch surface before formal RFP issuance?", "source_path": "docs/quant-pitch-calendar.md; data/recovered_loop_tick40_influence_paths_aeo_geo.json; data/recovered_loop_tick78_downgrade_and_recheck_cadence.json; data/quant_pitch_calendar.json"}, "confidence": 0.5, "created_at": "2026-06-19 21:11:38", "deadline": null, "id": "current-pitch-row-gpif-manager-registration-systems-open", "next_review": null, "signal_date": null, "signal_type": "current_pitch_row", "status": "open", "strategy": "", "subject_id": "gpif-manager-registration-systems", "subject_name": "GPIF manager registration systems", "subject_type": "allocator_target", "updated_at": "2026-06-19 21:11:38"}
{"amount": "", "attrs": {"aeo_geo_asset_needed": "Managers Gate registration packet plus MENA relevance page", "as_of_date": "2026-06-19", "deadline_or_window": "ongoing", "downgrade_blocker": "Downgrade if Managers Gate is not reachable or the route is clearly relationship-only after two rechecks.", "next_action": "Use PIF Managers Gate as the public external-manager registration path and prepare a mandate-specific packet.", "official_intake_evidence": ["https://www.pif.gov.sa/en/managers-gate/", "docs/quant-pitch-calendar.md"], "owner_or_gatekeeper": "PIF Managers Gate / MENA External Managers Program", "priority_rank": 8, "required_packet": "registration-ready manager profile, track record, risk metrics, ESG/ops controls", "sme_question": "Is Managers Gate treated as registration, pre-RFP database intake, or both?", "source_path": "docs/quant-pitch-calendar.md; data/recovered_loop_tick40_influence_paths_aeo_geo.json; data/recovered_loop_tick78_downgrade_and_recheck_cadence.json; data/quant_pitch_calendar.json"}, "confidence": 0.5, "created_at": "2026-06-19 21:11:38", "deadline": null, "id": "current-pitch-row-pif-managers-gate-open", "next_review": null, "signal_date": null, "signal_type": "current_pitch_row", "status": "open", "strategy": "", "subject_id": "pif-managers-gate", "subject_name": "PIF Managers Gate", "subject_type": "allocator_target", "updated_at": "2026-06-19 21:11:38"}
{"amount": "", "attrs": {"aeo_geo_asset_needed": "official manager-context page plus annual-report mirror", "as_of_date": "2026-06-19", "deadline_or_window": "2026-06-19", "downgrade_blocker": "Downgrade if only broad marketing survives and no current manager-context surface updates across two cycles.", "next_action": "Approach the external-mandates side of the co-CIO model with portable alpha, systematic, and managed-account proposals.", "official_intake_evidence": ["https://www.nzsuperfund.nz/", "docs/quant-pitch-calendar.md"], "owner_or_gatekeeper": "NZ Super external-mandates lane / co-CIO office", "priority_rank": 9, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "sme_question": "Does the external-mandates lane suffice, or does NZ Super require a mandate-specific RFP?", "source_path": "docs/quant-pitch-calendar.md; docs/quant-pitch-workflow-packets.md; data/recovered_loop_tick45_source_backfill_signals.json; data/recovered_loop_tick78_downgrade_and_recheck_cadence.json; data/quant_pitch_calendar.json"}, "confidence": 0.5, "created_at": "2026-06-19 21:11:38", "deadline": null, "id": "current-pitch-row-new-zealand-superannuation-fund-active", "next_review": null, "signal_date": null, "signal_type": "current_pitch_row", "status": "active", "strategy": "", "subject_id": "new-zealand-superannuation-fund", "subject_name": "New Zealand Superannuation Fund", "subject_type": "allocator_target", "updated_at": "2026-06-19 21:11:38"}
{"amount": "", "attrs": {"aeo_geo_asset_needed": "absolute-return and derivatives FAQ plus board-route mirror", "as_of_date": "2026-06-19", "deadline_or_window": "2026-06-19", "downgrade_blocker": "Downgrade if only generic brand pages remain and no current governance or research cue appears after two monthly checks.", "next_action": "Lead with absolute-return, derivatives, and low-correlation risk management mapped to the named board and committee contacts.", "official_intake_evidence": ["https://hoopp.com/about-hoopp/hoopp-board-of-trustees", "https://hoopp.com/investments/capital-markets/discretionary-derivatives-and-alternative-investments"], "owner_or_gatekeeper": "HOOPP board route / discretionary derivatives team", "priority_rank": 10, "required_packet": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "sme_question": "Does HOOPP buying behavior follow the board and asset-liability route or the discretionary derivatives team first?", "source_path": "docs/quant-pitch-calendar.md; docs/quant-pitch-workflow-packets.md; data/recovered_loop_tick40_influence_paths_aeo_geo.json; data/recovered_loop_tick65_board_packet_extraction_targets.json; data/quant_pitch_calendar.json"}, "confidence": 0.5, "created_at": "2026-06-19 21:11:38", "deadline": null, "id": "current-pitch-row-hoopp-board-and-asset-liability-route-active", "next_review": null, "signal_date": null, "signal_type": "current_pitch_row", "status": "active", "strategy": "", "subject_id": "hoopp-board-and-asset-liability-route", "subject_name": "HOOPP board and asset-liability route", "subject_type": "allocator_target", "updated_at": "2026-06-19 21:11:38"}
{"amount": "", "attrs": {"aeo_geo_asset_needed": "Callan alternatives brief plus plan-level procurement mirror", "as_of_date": "2026-06-19", "deadline_or_window": "2026-Q2", "downgrade_blocker": "Downgrade if plan-level official procurement sources never separate the buyer from the consultant cluster after two checks.", "next_action": "Tie Chicago-area RFP rows to Callan alternatives and research people before outreach.", "official_intake_evidence": ["docs/quant-consultant-private-wealth-extraction-queue.md", "docs/quant-pitch-calendar.md", "data/quant_pitch_calendar.json"], "owner_or_gatekeeper": "Callan / Chicago plan procurement surfaces", "priority_rank": 11, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "sme_question": "Does the current Chicago route go through CTPF, MEABF, Callan, or a separate consultant database first?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md; docs/quant-pitch-calendar.md; data/recovered_loop_tick57_official_source_upgrade_paths.json; data/recovered_loop_tick73_official_source_downgrade_and_proof_queue.json; data/quant_pitch_calendar.json"}, "confidence": 0.5, "created_at": "2026-06-19 21:11:38", "deadline": null, "id": "current-pitch-row-chicago-pension-funds-cluster-active", "next_review": null, "signal_date": null, "signal_type": "current_pitch_row", "status": "active", "strategy": "", "subject_id": "chicago-pension-funds-cluster", "subject_name": "Chicago Pension Funds cluster", "subject_type": "allocator_target", "updated_at": "2026-06-19 21:11:38"}
{"amount": "", "attrs": {"aeo_geo_asset_needed": "advisor one-pager plus model-portfolio fit brief", "as_of_date": "2026-06-19", "deadline_or_window": "2026-06-19", "downgrade_blocker": "Downgrade if the advisor prompt cannot resolve to CAIS-retrievable content.", "next_action": "Extract the advisor prompt and retrieval surface into a CAIS-ready answer pack for liquid-alts distribution.", "official_intake_evidence": ["docs/quant-consultant-private-wealth-extraction-queue.md", "data/recovered_loop_tick74_private_wealth_platform_onboarding_fields.json", "data/recovered_loop_tick78_private_wealth_family_office_influence_routes.json"], "owner_or_gatekeeper": "CAIS advisor intelligence / asset-manager relations", "priority_rank": 12, "required_packet": "advisor-ready one-pager, model-portfolio fit, liquidity/fee explainer", "sme_question": "Which advisor prompts actually drive retrieval, and which are just marketing copy?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md; data/recovered_loop_tick74_private_wealth_platform_onboarding_fields.json; data/recovered_loop_tick78_private_wealth_family_office_influence_routes.json; data/quant_pitch_calendar.json"}, "confidence": 0.5, "created_at": "2026-06-19 21:11:38", "deadline": null, "id": "current-pitch-row-cais-x-claude-cais-advisor-intelligence-active", "next_review": null, "signal_date": null, "signal_type": "current_pitch_row", "status": "active", "strategy": "", "subject_id": "cais-x-claude-cais-advisor-intelligence", "subject_name": "CAIS x Claude / CAIS advisor intelligence", "subject_type": "platform_route", "updated_at": "2026-06-19 21:11:38"}
{"amount": "", "attrs": {"aeo_geo_asset_needed": "DDQ/ODD packet plus platform-compatible fund data sheet", "as_of_date": "2026-06-19", "deadline_or_window": "2026-06-19", "downgrade_blocker": "Downgrade if the marketplace still lacks platform-compatible fund data and DDQ fields.", "next_action": "Normalize the marketplace into a diligence packet with subscription, DDQ, reporting, and fit fields.", "official_intake_evidence": ["docs/quant-consultant-private-wealth-extraction-queue.md", "data/recovered_loop_tick74_private_wealth_platform_onboarding_fields.json", "data/recovered_loop_tick78_private_wealth_family_office_influence_routes.json"], "owner_or_gatekeeper": "iCapital marketplace / diligence reviewers", "priority_rank": 13, "required_packet": "DDQ/ODD packet, data-room index, risk reporting appendix", "sme_question": "Which iCapital fields are mandatory for onboarding versus useful for discovery only?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md; data/recovered_loop_tick74_private_wealth_platform_onboarding_fields.json; data/recovered_loop_tick78_private_wealth_family_office_influence_routes.json; data/quant_pitch_calendar.json"}, "confidence": 0.5, "created_at": "2026-06-19 21:11:38", "deadline": null, "id": "current-pitch-row-icapital-marketplace-and-due-diligence-active", "next_review": null, "signal_date": null, "signal_type": "current_pitch_row", "status": "active", "strategy": "", "subject_id": "icapital-marketplace-and-due-diligence", "subject_name": "iCapital Marketplace and Due Diligence", "subject_type": "platform_route", "updated_at": "2026-06-19 21:11:38"}
{"amount": "", "attrs": {"aeo_geo_asset_needed": "model-portfolio shelf-fit page", "as_of_date": "2026-06-19", "deadline_or_window": "2026-06-19", "downgrade_blocker": "Downgrade if the model-portfolio workflow cannot see the strategy as shelf-fit.", "next_action": "Convert the model-portfolio surface into advisor-research fields that show where a strategy fits in a shelf.", "official_intake_evidence": ["docs/quant-consultant-private-wealth-extraction-queue.md", "data/recovered_loop_tick74_private_wealth_platform_onboarding_fields.json"], "owner_or_gatekeeper": "Morningstar Wealth model-portfolio reviewers", "priority_rank": 14, "required_packet": "RFP response pack, fee/liquidity schedule, implementation plan, references", "sme_question": "Which Morningstar fields control inclusion in advisor workflows versus general research?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md; data/recovered_loop_tick74_private_wealth_platform_onboarding_fields.json; data/recovered_loop_tick78_private_wealth_family_office_influence_routes.json; data/quant_pitch_calendar.json"}, "confidence": 0.5, "created_at": "2026-06-19 21:11:38", "deadline": null, "id": "current-pitch-row-morningstar-wealth-active", "next_review": null, "signal_date": null, "signal_type": "current_pitch_row", "status": "active", "strategy": "", "subject_id": "morningstar-wealth", "subject_name": "Morningstar Wealth", "subject_type": "platform_route", "updated_at": "2026-06-19 21:11:38"}
{"amount": "", "attrs": {"aeo_geo_asset_needed": "family-office allocation brief and report-driven outreach page", "as_of_date": "2026-06-19", "deadline_or_window": "2026-06-19", "downgrade_blocker": "Downgrade if no current report or allocation note supports the family-office route.", "next_action": "Extract report timing, allocation language, and segment routing so the packet is usable for UHNW outreach.", "official_intake_evidence": ["docs/quant-consultant-private-wealth-extraction-queue.md", "data/recovered_loop_tick74_private_wealth_platform_onboarding_fields.json", "data/recovered_loop_tick78_private_wealth_family_office_influence_routes.json"], "owner_or_gatekeeper": "UBS family-office and UHNW advisory", "priority_rank": 15, "required_packet": "advisor-ready one-pager, model-portfolio fit, liquidity/fee explainer", "sme_question": "Which UBS surface actually drives allocator education: report, adviser page, or UHNW landing page?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md; data/recovered_loop_tick74_private_wealth_platform_onboarding_fields.json; data/recovered_loop_tick78_private_wealth_family_office_influence_routes.json; data/quant_pitch_calendar.json"}, "confidence": 0.5, "created_at": "2026-06-19 21:11:38", "deadline": null, "id": "current-pitch-row-ubs-global-wealth-management-family-office-and-uhnw-active", "next_review": null, "signal_date": null, "signal_type": "current_pitch_row", "status": "active", "strategy": "", "subject_id": "ubs-global-wealth-management-family-office-and-uhnw", "subject_name": "UBS Global Wealth Management / Family Office and UHNW", "subject_type": "platform_route", "updated_at": "2026-06-19 21:11:38"}
{"amount": "", "attrs": {"aeo_geo_asset_needed": "SMA wrapper comparison page and advisor approval workflow mirror", "as_of_date": "2026-06-19", "deadline_or_window": "2026-06-19", "downgrade_blocker": "Downgrade if the wrapper only appears in marketing and not in the advisor approval workflow.", "next_action": "Extract the advisor portal and approval workflow so the hedge-fund packet can be compared against wrapper-based distribution.", "official_intake_evidence": ["docs/quant-consultant-private-wealth-extraction-queue.md", "data/recovered_loop_tick74_private_wealth_platform_onboarding_fields.json"], "owner_or_gatekeeper": "Morgan Stanley Wealth Management / BlackRock wrapper reviewers", "priority_rank": 16, "required_packet": "DDQ/ODD packet, data-room index, risk reporting appendix", "sme_question": "Is the wrapper approved at the advisor-platform level or only described in marketing materials?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md; data/recovered_loop_tick74_private_wealth_platform_onboarding_fields.json; data/recovered_loop_tick78_private_wealth_family_office_influence_routes.json; data/quant_pitch_calendar.json"}, "confidence": 0.5, "created_at": "2026-06-19 21:11:38", "deadline": null, "id": "current-pitch-row-morgan-stanley-wealth-management-blackrock-private-markets-sma-wrapper-active", "next_review": null, "signal_date": null, "signal_type": "current_pitch_row", "status": "active", "strategy": "", "subject_id": "morgan-stanley-wealth-management-blackrock-private-markets-sma-wrapper", "subject_name": "Morgan Stanley Wealth Management / BlackRock private-markets SMA wrapper", "subject_type": "platform_route", "updated_at": "2026-06-19 21:11:38"}
{"amount": "", "attrs": {"action": "Run allocator comparison queries after publishing the comparison page and PDF mirror; fail the asset if fee, liquidity, risk, and source blocks are missing.", "pattern": "Allocator AEO/GEO success requires specific comparison answers, not generic hedge-fund visibility.", "priority_rank": 1, "sme_verify": "Would an allocator accept this answer as a credible first-pass comparison?", "source_path": "data/recovered_loop_tick79_answer_engine_page_specs.json; data/recovered_loop_tick80_production_page_briefs.json"}, "confidence": 0.9, "created_at": "2026-06-19 21:13:53", "deadline": null, "id": "aeo-query-test-allocator-comparison-query-checklist-public-answer-engine-verification-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "aeo_query_test", "status": "active", "strategy": "public answer-engine verification", "subject_id": "allocator-comparison-query-checklist", "subject_name": "Allocator comparison query checklist", "subject_type": "aeo_test", "updated_at": "2026-06-19 21:13:53"}
{"amount": "", "attrs": {"action": "Run consultant field and ODD queries; fail the asset if it blurs manager portal, client retrieval surface, and ODD fields.", "pattern": "Consultant workflow pages must be field-specific to influence hidden shortlists.", "priority_rank": 2, "sme_verify": "Which consultant fields are actually searched or exported during first screen?", "source_path": "data/recovered_loop_tick79_consultant_database_mapping.json; data/recovered_loop_tick80_production_page_briefs.json"}, "confidence": 0.88, "created_at": "2026-06-19 21:13:53", "deadline": null, "id": "aeo-query-test-consultant-database-query-checklist-consultant-workflow-retrieval-verification-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "aeo_query_test", "status": "active", "strategy": "consultant workflow retrieval verification", "subject_id": "consultant-database-query-checklist", "subject_name": "Consultant database query checklist", "subject_type": "aeo_test", "updated_at": "2026-06-19 21:13:53"}
{"amount": "", "attrs": {"action": "Run CAIS/iCapital/advisor platform queries and verify the answer includes model-portfolio fit, liquidity, fees, subscription workflow, and DDQ/ODD summary.", "pattern": "Advisor platform search has different evidence fields than institutional RFP search.", "priority_rank": 3, "sme_verify": "Which advisor-facing field changes whether a strategy becomes listable or recommendable?", "source_path": "data/recovered_loop_tick78_private_wealth_family_office_influence_routes.json; data/recovered_loop_tick80_production_page_briefs.json"}, "confidence": 0.87, "created_at": "2026-06-19 21:13:53", "deadline": null, "id": "aeo-query-test-advisor-platform-query-checklist-advisor-platform-discovery-verification-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "aeo_query_test", "status": "active", "strategy": "advisor platform discovery verification", "subject_id": "advisor-platform-query-checklist", "subject_name": "Advisor platform query checklist", "subject_type": "aeo_test", "updated_at": "2026-06-19 21:13:53"}
{"amount": "", "attrs": {"action": "Run account-specific queries for NYC BAM, CalPERS, NYSCRF, and MassPRIM after account mirrors are published.", "pattern": "Pitch-now pages need official intake and proof-gap clarity, not only allocator descriptions.", "priority_rank": 4, "sme_verify": "Does the query return enough official intake detail to act today?", "source_path": "data/recovered_loop_tick81_current_pitch_execution_queue.json; data/recovered_loop_tick80_official_fetch_tasks_high_priority.json"}, "confidence": 0.91, "created_at": "2026-06-19 21:13:53", "deadline": null, "id": "aeo-query-test-current-pitch-account-query-checklist-account-specific-pitch-evidence-retrieval-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "aeo_query_test", "status": "active", "strategy": "account-specific pitch evidence retrieval", "subject_id": "current-pitch-account-query-checklist", "subject_name": "Current-pitch account query checklist", "subject_type": "aeo_test", "updated_at": "2026-06-19 21:13:53"}
{"amount": "", "attrs": {"action": "Run weak-row queries and verify answer engines do not promote monitor/historical rows as active opportunities.", "pattern": "Good AEO/GEO includes negative evidence so decision makers can trust the source-quality boundary.", "priority_rank": 5, "sme_verify": "Does the negative-evidence page prevent a false-positive pitch?", "source_path": "data/recovered_loop_tick81_negative_evidence_and_kill_rules.json; data/recovered_loop_tick81_monitor_split_official_vs_sme.json"}, "confidence": 0.86, "created_at": "2026-06-19 21:13:53", "deadline": null, "id": "aeo-query-test-negative-evidence-query-checklist-source-quality-retrieval-guardrail-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "aeo_query_test", "status": "active", "strategy": "source-quality retrieval guardrail", "subject_id": "negative-evidence-query-checklist", "subject_name": "Negative evidence query checklist", "subject_type": "aeo_test", "updated_at": "2026-06-19 21:13:53"}
{"amount": "", "attrs": {"action": "Publish the Campden family-office one-pager and follow-up packet with roster, sponsor, and qualification fields.", "chatbot_or_retrieval_surface": "ChatGPT Search, Perplexity, Google AI Overviews, conference-app search", "pattern": "Campden is actionable when qualification, sponsor, and speaker fields are normalized into a current forum route.", "priority_rank": 1, "proof_gap": "Need the current Campden forum page or PDF with named speakers and sponsors.", "sme_verify": "Which Campden forum page is the best proof surface for current family-office routing?", "source_path": "docs/quant-pitch-calendar.md; data/recovered_loop_tick63_event_speaker_sponsor_gap_map.json"}, "confidence": 0.9, "created_at": "2026-06-19 21:16:13", "deadline": null, "id": "family-office-route-campden-wealth-family-office-corridor-family-office-event-qualification-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "family_office_route", "status": "active", "strategy": "family-office event qualification", "subject_id": "campden-wealth-family-office-corridor", "subject_name": "Campden Wealth family-office corridor", "subject_type": "family_office_route", "updated_at": "2026-06-19 21:16:13"}
{"amount": "", "attrs": {"action": "Normalize member-firm, webinar, and event rows so the network can be reused across firms.", "chatbot_or_retrieval_surface": "ChatGPT Search, Google AI Overviews, Perplexity, member search", "pattern": "Family Wealth Alliance becomes actionable once member and webinar surfaces are normalized into a reusable graph.", "priority_rank": 2, "proof_gap": "Need current member pages or webinar archives with named firms and contacts.", "sme_verify": "Which Family Wealth Alliance member page yields a current CIO or research contact first?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md; docs/quant-pitch-calendar.md"}, "confidence": 0.87, "created_at": "2026-06-19 21:16:13", "deadline": null, "id": "family-office-route-family-wealth-alliance-multifamily-office-network-route-member-network-routing-and-referral-multiplier-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "family_office_route", "status": "active", "strategy": "member-network routing and referral multiplier", "subject_id": "family-wealth-alliance-multifamily-office-network-route", "subject_name": "Family Wealth Alliance multifamily-office network route", "subject_type": "family_office_route", "updated_at": "2026-06-19 21:16:13"}
{"amount": "", "attrs": {"action": "Extract current conference roster, sponsor, and meeting-booking fields, then route the best forum into a meeting brief.", "chatbot_or_retrieval_surface": "ChatGPT Search, Perplexity, Google AI Overviews, LinkedIn/news search, conference-app search", "pattern": "The brands are useful only when they resolve to a current roster or meeting path.", "priority_rank": 3, "proof_gap": "Need current-cycle proof for the best route among SALT, iConnections, Sohn, or Milken.", "sme_verify": "Which conference route produced a real allocator meeting or sponsor-intent clue most recently?", "source_path": "docs/quant-pitch-calendar.md; data/recovered_loop_tick75_conference_meeting_calendar_routes.json"}, "confidence": 0.8, "created_at": "2026-06-19 21:16:13", "deadline": null, "id": "conference-route-salt-iconnections-sohn-milken-family-office-corridor-conference-led-allocator-and-family-office-access-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "conference_route", "status": "monitor", "strategy": "conference-led allocator and family-office access", "subject_id": "salt-iconnections-sohn-milken-family-office-corridor", "subject_name": "SALT / iConnections / Sohn / Milken family-office corridor", "subject_type": "conference_route", "updated_at": "2026-06-19 21:16:13"}
{"amount": "", "attrs": {"action": "Translate UBS family-office allocation themes into an answer-engine brief and comparison table.", "chatbot_or_retrieval_surface": "ChatGPT Search, Perplexity, Google AI Overviews, UBS report pages", "pattern": "Report-driven family-office pages can be turned into reusable allocation briefs.", "priority_rank": 4, "proof_gap": "Need the latest UBS family-office report or archive proof for alternatives language.", "sme_verify": "Which UBS family-office report topic is closest to a live liquid-alternatives discussion?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md; data/recovered_loop_tick21_private_wealth_channels.json"}, "confidence": 0.84, "created_at": "2026-06-19 21:16:13", "deadline": null, "id": "private-bank-route-ubs-global-wealth-management-family-office-route-uhnw-and-family-office-education-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "private_bank_route", "status": "active", "strategy": "UHNW and family-office education", "subject_id": "ubs-global-wealth-management-family-office-route", "subject_name": "UBS Global Wealth Management family-office route", "subject_type": "private_bank_route", "updated_at": "2026-06-19 21:16:13"}
{"amount": "", "attrs": {"action": "Hold the route as monitor-only until an owned research, report, or event page proves the family-office channel.", "chatbot_or_retrieval_surface": "J.P. Morgan research portal, ChatGPT Search, Claude, AlphaSense", "pattern": "Private-bank influence is useful, but weak official evidence should not be treated as active pitchability.", "priority_rank": 5, "proof_gap": "Need a current J.P. Morgan-owned research page, report page, or event page.", "sme_verify": "Which J.P. Morgan-owned page proves this is a live family-office route rather than a generic page?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md; docs/quant-pitch-calendar.md; data/recovered_loop_tick74_private_wealth_platform_onboarding_fields.json"}, "confidence": 0.62, "created_at": "2026-06-19 21:16:13", "deadline": null, "id": "private-bank-route-j-p-morgan-private-bank-family-office-route-private-bank-family-office-proof-remediation-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "private_bank_route", "status": "monitor", "strategy": "private-bank family-office proof remediation", "subject_id": "j-p-morgan-private-bank-family-office-route", "subject_name": "J.P. Morgan Private Bank family-office route", "subject_type": "private_bank_route", "updated_at": "2026-06-19 21:16:13"}
{"amount": "", "attrs": {"action": "Map the advisor portal and approval workflow into a wrapper-compatible pitch packet.", "chatbot_or_retrieval_surface": "Advisor portal search, ChatGPT Search, Microsoft 365 Copilot, Google AI Overviews", "pattern": "Wrapper-based onboarding defines the approval path before advisor distribution can happen.", "priority_rank": 6, "proof_gap": "Need a current approval workflow or wrapper page that proves the route is live.", "sme_verify": "Which wrapper or approval step actually controls Morgan Stanley advisor access?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md; data/recovered_loop_tick74_private_wealth_platform_onboarding_fields.json"}, "confidence": 0.74, "created_at": "2026-06-19 21:16:13", "deadline": null, "id": "advisor-platform-route-morgan-stanley-wealth-management-blackrock-private-markets-sma-wrapper-route-advisor-sold-alternatives-and-wrapper-approval-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "advisor_platform_route", "status": "monitor", "strategy": "advisor-sold alternatives and wrapper approval", "subject_id": "morgan-stanley-wealth-management-blackrock-private-markets-sma-wrapper-route", "subject_name": "Morgan Stanley Wealth Management / BlackRock private-markets SMA wrapper route", "subject_type": "advisor_platform_route", "updated_at": "2026-06-19 21:16:13"}
{"amount": "", "attrs": {"action": "Backfill current speaker, sponsor, and registration rows for APB and Hubbis.", "chatbot_or_retrieval_surface": "ChatGPT Search, Google AI Overviews, Perplexity, conference-app search", "pattern": "APB and Hubbis become routable when the event row resolves to current roster and registration data.", "priority_rank": 7, "proof_gap": "Need current event pages with speaker, sponsor, and registration metadata.", "sme_verify": "Which APB or Hubbis page gives the cleanest current sponsor and speaker proof?", "source_path": "docs/quant-pitch-calendar.md; data/recovered_loop_tick63_event_speaker_sponsor_gap_map.json; data/recovered_loop_tick62_apac_mena_private_wealth_routes.json"}, "confidence": 0.89, "created_at": "2026-06-19 21:16:13", "deadline": null, "id": "private-wealth-route-apb-hubbis-apac-private-wealth-route-apac-and-middle-east-event-routing-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "private_wealth_route", "status": "active", "strategy": "APAC and Middle East event routing", "subject_id": "apb-hubbis-apac-private-wealth-route", "subject_name": "APB / Hubbis APAC private-wealth route", "subject_type": "private_wealth_route", "updated_at": "2026-06-19 21:16:13"}
{"amount": "", "attrs": {"action": "Normalize CAIS and iCapital intake fields into platform-compatible and answer-engine-friendly assets.", "chatbot_or_retrieval_surface": "CAIS x Claude, iCapital, ChatGPT Search, Claude, Perplexity", "pattern": "CAIS and iCapital routes turn into distribution gates once the mandatory discovery fields are explicit.", "priority_rank": 8, "proof_gap": "Need current CAIS or iCapital mandatory field proof for the route packet.", "sme_verify": "Which CAIS or iCapital field is mandatory before the manager becomes listable?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md; data/recovered_loop_tick74_private_wealth_platform_onboarding_fields.json"}, "confidence": 0.91, "created_at": "2026-06-19 21:16:13", "deadline": null, "id": "advisor-platform-route-cais-x-claude-icapital-advisor-and-diligence-route-advisor-discovery-and-platform-diligence-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "advisor_platform_route", "status": "active", "strategy": "advisor discovery and platform diligence", "subject_id": "cais-x-claude-icapital-advisor-and-diligence-route", "subject_name": "CAIS x Claude / iCapital advisor-and-diligence route", "subject_type": "advisor_platform_route", "updated_at": "2026-06-19 21:16:13"}
{"amount": "", "attrs": {"action": "Map the route fields into the intake checklist and verify each platform gate.", "chatbot_or_retrieval_surface": "CAIS x Claude, iCapital, ChatGPT Search, Claude, Microsoft 365 Copilot", "pattern": "Platform routes move from monitor to active once the mandatory onboarding or diligence fields are matched.", "priority_rank": 9, "proof_gap": "Need current platform field proof and a clean checklist mapping.", "sme_verify": "Which field is mandatory versus merely helpful in the onboarding workflow?", "source_path": "data/recovered_loop_tick74_private_wealth_platform_onboarding_fields.json; docs/quant-consultant-private-wealth-extraction-queue.md"}, "confidence": 0.88, "created_at": "2026-06-19 21:16:13", "deadline": null, "id": "content-asset-platform-onboarding-and-proof-packet-platform-intake-and-diligence-bundle-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "content_asset", "status": "active", "strategy": "platform-intake and diligence bundle", "subject_id": "platform-onboarding-and-proof-packet", "subject_name": "Platform onboarding and proof packet", "subject_type": "content_asset", "updated_at": "2026-06-19 21:16:13"}
{"amount": "", "attrs": {"action": "Use one shared field contract for all onboarding packets so the same evidence, contact data, and screening logic can be reused across CAIS, iCapital, Aksia, CalPERS, consultant databases, and advisor platforms.", "next_production_action": "Lock the shared contract first, then derive the platform templates from it.", "pattern": "Reusable packet templates reduce drift between channels that screen the same strategy through different field vocabularies.", "proof_gap": "Need current, platform-specific intake labels before finalizing the canonical field contract.", "sme_verify": "Which fields are truly universal across platforms, and which are channel-specific wrappers?", "source_path": "docs/quant-loop-operating-schedule.md; docs/quant-aeo-geo-content-backlog.md; data/recovered_loop_tick74_private_wealth_platform_onboarding_fields.json"}, "confidence": 0.95, "created_at": "2026-06-19 21:16:41", "deadline": null, "id": "schema-normalization-reusable-platform-onboarding-packet-schema-shared-onboarding-contract-for-platform-packets-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "schema_normalization", "status": "active", "strategy": "shared onboarding contract for platform packets", "subject_id": "reusable-platform-onboarding-packet-schema", "subject_name": "Reusable platform onboarding packet schema", "subject_type": "schema", "updated_at": "2026-06-19 21:16:41"}
{"amount": "", "attrs": {"action": "Publish advisor one-pagers, model-portfolio fit briefs, liquidity explainers, and comparison blocks so CAIS-style prompts can resolve the strategy without a PDF hunt.", "next_production_action": "Ship the advisor packet and mirror it into a PDF/deck export.", "pattern": "Advisor discovery improves when the answer is first, the comparison table is source-linked, and the entity name is canonical.", "proof_gap": "Need the exact CAIS retrieval entry point and live field labels.", "sme_verify": "Which CAIS surface actually drives discovery: search, Claude-backed retrieval, or advisor login?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md; docs/quant-aeo-geo-content-backlog.md; data/recovered_loop_tick67_aeo_geo_chatbot_content_requirements.json"}, "confidence": 0.9, "created_at": "2026-06-19 21:16:41", "deadline": null, "id": "platform-retrieval-cais-x-claude-advisor-intelligence-packet-template-advisor-retrieval-and-model-portfolio-fit-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "platform_retrieval", "status": "active", "strategy": "advisor retrieval and model-portfolio fit", "subject_id": "cais-x-claude-advisor-intelligence-packet-template", "subject_name": "CAIS x Claude / advisor intelligence packet template", "subject_type": "private_wealth_surface", "updated_at": "2026-06-19 21:16:41"}
{"amount": "", "attrs": {"action": "Treat iCapital as a distribution gatekeeper: keep platform-compatible fund data, subscription workflow detail, DDQ answers, and reporting artifacts in one reusable packet.", "next_production_action": "Separate subscription-ready fields from discovery-only fields and keep the packet aligned to the live platform vocabulary.", "pattern": "Distribution rails decide visibility when they can ingest the fund without reconstruction work.", "proof_gap": "Need confirmation of mandatory onboarding fields versus discovery-only metadata.", "sme_verify": "Does iCapital expose exportable field sets or only a gated record view?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md; data/recovered_loop_tick42_workflow_retrieval_surfaces.json; data/recovered_loop_tick74_private_wealth_platform_onboarding_fields.json"}, "confidence": 0.89, "created_at": "2026-06-19 21:16:41", "deadline": null, "id": "distribution-gate-icapital-marketplace-and-due-diligence-packet-template-wealth-platform-onboarding-and-diligence-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "distribution_gate", "status": "active", "strategy": "wealth-platform onboarding and diligence", "subject_id": "icapital-marketplace-and-due-diligence-packet-template", "subject_name": "iCapital marketplace and due diligence packet template", "subject_type": "private_wealth_surface", "updated_at": "2026-06-19 21:16:41"}
{"amount": "", "attrs": {"action": "Package DDQ, ODD, risk reporting, drawdown, transparency evidence, and named people so Aksia workflows can screen the manager cleanly.", "next_production_action": "Ship a data-room index with DDQ and ODD answers before expanding the marketing layer.", "pattern": "Aksia workflows are diligence queries, not marketing queries.", "proof_gap": "Need the exact split between manager portal fields and client/MAX retrieval fields.", "sme_verify": "Which Aksia fields are screening-critical versus follow-up-only diligence?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md; docs/quant-aeo-geo-content-backlog.md; data/recovered_loop_tick79_consultant_database_mapping.json"}, "confidence": 0.93, "created_at": "2026-06-19 21:16:41", "deadline": null, "id": "diligence-surface-aksia-max-manager-portal-packet-template-manager-screening-and-operational-diligence-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "diligence_surface", "status": "active", "strategy": "manager screening and operational diligence", "subject_id": "aksia-max-manager-portal-packet-template", "subject_name": "Aksia MAX / manager portal packet template", "subject_type": "consultant_surface", "updated_at": "2026-06-19 21:16:41"}
{"amount": "", "attrs": {"action": "Keep the eVestment threshold screen and the direct proposal fallback packet separate so the pitch can still land when minimum qualifications are missed.", "next_production_action": "Refresh the eVestment strategy/contact record and stage the fallback proposal packet.", "pattern": "Missing any one minimum is a hard no-go for the eVestment path; the direct proposal route remains the fallback.", "proof_gap": "Need the current eVestment export or official page labels before finalizing the screen.", "sme_verify": "Is eVestment sufficient alone, or does CalPERS still want a direct staff introduction?", "source_path": "docs/quant-pitch-calendar.md; data/recovered_loop_tick73_calpers_evestment_go_no_go_fields.json; data/recovered_loop_tick81_current_pitch_execution_queue.json"}, "confidence": 0.97, "created_at": "2026-06-19 21:16:41", "deadline": null, "id": "qualification-screen-calpers-evestment-direct-proposal-packet-template-evestment-qualification-plus-direct-proposal-fallback-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "qualification_screen", "status": "monitor", "strategy": "eVestment qualification plus direct proposal fallback", "subject_id": "calpers-evestment-direct-proposal-packet-template", "subject_name": "CalPERS eVestment / direct proposal packet template", "subject_type": "public_pension_surface", "updated_at": "2026-06-19 21:16:41"}
{"amount": "", "attrs": {"action": "Keep strategy, returns, AUM, capacity, fees, liquidity, and narrative completeness current so consultant search can resolve the manager without PDF reconstruction.", "next_production_action": "Keep the profile current enough that a search result can stand on its own.", "pattern": "Consultant queries are screening queries: they want the fields, not the pitch deck.", "proof_gap": "Need a current extraction of the exact profile/export fields from each database surface.", "sme_verify": "Which consultant field decides shortlist inclusion first: strategy, performance, or operational diligence?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md; data/recovered_loop_tick79_consultant_database_mapping.json; data/recovered_loop_tick81_current_pitch_execution_queue.json"}, "confidence": 0.9, "created_at": "2026-06-19 21:16:41", "deadline": null, "id": "searchable-profile-consultant-database-manager-profile-packet-template-manager-profile-and-rfp-readiness-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "searchable_profile", "status": "active", "strategy": "manager profile and RFP readiness", "subject_id": "consultant-database-manager-profile-packet-template", "subject_name": "Consultant database manager profile packet template", "subject_type": "consultant_surface", "updated_at": "2026-06-19 21:16:41"}
{"amount": "", "attrs": {"action": "Translate the strategy into shelf-fit language with model-portfolio fit, implementation fit, subscription readiness, and reporting detail.", "next_production_action": "Mirror the packet into shelf-ready language before asking for distribution.", "pattern": "Advisor platforms care about implementation burden and shelf fit before they care about the full research memo.", "proof_gap": "Need platform-specific intake fields for Morningstar Wealth, Envestnet, CAPTRUST, Pathstone, and similar advisor routes.", "sme_verify": "Which field actually governs shelf inclusion: model portfolio, operations, or relationship routing?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md; docs/quant-aeo-geo-content-backlog.md; data/recovered_loop_tick74_private_wealth_platform_onboarding_fields.json"}, "confidence": 0.88, "created_at": "2026-06-19 21:16:41", "deadline": null, "id": "advisor-shelf-fit-advisor-platform-packet-template-model-portfolio-fit-and-implementation-fit-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "advisor_shelf_fit", "status": "active", "strategy": "model-portfolio fit and implementation fit", "subject_id": "advisor-platform-packet-template", "subject_name": "Advisor platform packet template", "subject_type": "private_wealth_surface", "updated_at": "2026-06-19 21:16:41"}
{"amount": "", "attrs": {"action": "Export the same structured facts into HTML, PDF, deck, and spreadsheet mirrors so no channel depends on a PDF-only fact set.", "next_production_action": "Mirror every channel packet into a portable HTML, PDF, deck, and spreadsheet bundle.", "pattern": "A mirror works only when the claim set stays synchronized with the live packet.", "proof_gap": "Need a portable mirror that preserves the same facts as the live pages and database records without drift.", "sme_verify": "Is PDF or deck the preferred first-touch artifact on the target channel?", "source_path": "docs/quant-aeo-geo-content-backlog.md; docs/quant-loop-operating-schedule.md; data/recovered_loop_tick67_aeo_geo_chatbot_content_requirements.json"}, "confidence": 0.92, "created_at": "2026-06-19 21:16:41", "deadline": null, "id": "portable-mirror-pdf-deck-mirror-packet-template-portable-evidence-mirror-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "portable_mirror", "status": "active", "strategy": "portable evidence mirror", "subject_id": "pdf-deck-mirror-packet-template", "subject_name": "PDF/deck mirror packet template", "subject_type": "content_asset", "updated_at": "2026-06-19 21:16:41"}
{"amount": "", "attrs": {"action": "Build corporate-pension packet around funded-status protection, liquidity, implementation, and fee discipline; promote only with current plan or consultant evidence.", "pattern": "Corporate pensions usually buy through consultant or fiduciary channels and care more about liability-aware implementation than hedge-fund branding.", "priority_rank": 1, "sme_verify": "Does the plan search through a consultant, internal CIO, or delegated manager platform first?", "source_path": "data/recovered_loop_tick76_allocator_gap_to_1000_prioritized.json; data/recovered_loop_tick34_lp_universe_channels.json"}, "confidence": 0.82, "created_at": "2026-06-19 21:19:07", "deadline": null, "id": "corporate-pension-route-corporate-pension-route-liability-aware-diversifier-and-consultant-led-search-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "corporate_pension_route", "status": "monitor", "strategy": "liability-aware diversifier and consultant-led search", "subject_id": "corporate-pension-route", "subject_name": "Corporate pension route", "subject_type": "allocator_route", "updated_at": "2026-06-19 21:19:07"}
{"amount": "", "attrs": {"action": "Keep CAPTRUST as a fiduciary-adviser lead until direct manager-screening workflow proof is captured.", "pattern": "Large OCIO and fiduciary advisers are hidden gatekeepers for outsourced institutional capital.", "priority_rank": 2, "sme_verify": "Does CAPTRUST screen managers directly, or only refer them through a broader adviser process?", "source_path": "data/recovered_loop_tick31_healthcare_insurance_signals.json; data/recovered_loop_tick64_local_packet_source_upgrade_queue.json"}, "confidence": 0.84, "created_at": "2026-06-19 21:19:07", "deadline": null, "id": "ocio-channel-captrust-fiduciary-adviser-route-ocio-fiduciary-adviser-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "ocio_channel", "status": "monitor", "strategy": "OCIO / fiduciary adviser", "subject_id": "captrust-fiduciary-adviser-route", "subject_name": "CAPTRUST fiduciary adviser route", "subject_type": "ocio_route", "updated_at": "2026-06-19 21:19:07"}
{"amount": "", "attrs": {"action": "Prepare delegated-capital fit packet and fetch current Russell workflow proof before promotion.", "pattern": "If capital is delegated, the real buyer may be the OCIO team rather than the nominal asset owner.", "priority_rank": 3, "sme_verify": "Is the real buyer the asset owner, the OCIO team, or a delegated fiduciary adviser?", "source_path": "data/recovered_loop_tick12_hidden_gatekeepers.json; data/recovered_loop_tick31_healthcare_insurance_signals.json"}, "confidence": 0.82, "created_at": "2026-06-19 21:19:07", "deadline": null, "id": "ocio-channel-russell-investments-delegated-capital-route-delegated-capital-and-ocio-screening-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "ocio_channel", "status": "monitor", "strategy": "delegated capital and OCIO screening", "subject_id": "russell-investments-delegated-capital-route", "subject_name": "Russell Investments delegated capital route", "subject_type": "ocio_route", "updated_at": "2026-06-19 21:19:07"}
{"amount": "", "attrs": {"action": "Map Cambridge-facing content to foundation/endowment CIO language and research-led manager profile needs.", "pattern": "Research-heavy OCIO channels need source-backed comparisons and ODD evidence before manager visibility improves.", "priority_rank": 4, "sme_verify": "Does Cambridge own the manager search directly or shape it through foundation/endowment advisory work?", "source_path": "data/recovered_loop_tick12_hidden_gatekeepers.json; data/recovered_loop_tick80_named_people_route_actions.json"}, "confidence": 0.86, "created_at": "2026-06-19 21:19:07", "deadline": null, "id": "ocio-channel-cambridge-associates-ocio-and-foundation-route-foundation-endowment-ocio-and-research-route-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "ocio_channel", "status": "active", "strategy": "foundation/endowment OCIO and research route", "subject_id": "cambridge-associates-ocio-and-foundation-route", "subject_name": "Cambridge Associates OCIO and foundation route", "subject_type": "ocio_route", "updated_at": "2026-06-19 21:19:07"}
{"amount": "", "attrs": {"action": "Separate Verus legacy consultant evidence from current Cerity institutional route before active outreach.", "pattern": "OCIO consolidation can move manager decisions into delegated platforms where research teams are the real buyer.", "priority_rank": 5, "sme_verify": "Which current Cerity/Verus workflow owns manager intake and diligence?", "source_path": "data/recovered_loop_tick21_consultant_gap_signals.json; data/recovered_loop_tick80_named_people_route_actions.json"}, "confidence": 0.8, "created_at": "2026-06-19 21:19:07", "deadline": null, "id": "ocio-channel-verus-cerity-institutional-ocio-route-institutional-consulting-and-ocio-route-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "ocio_channel", "status": "monitor", "strategy": "institutional consulting and OCIO route", "subject_id": "verus-cerity-institutional-ocio-route", "subject_name": "Verus Cerity institutional OCIO route", "subject_type": "ocio_route", "updated_at": "2026-06-19 21:19:07"}
{"amount": "", "attrs": {"action": "Treat Russell Investments and CAPTRUST as gatekeepers and only upgrade AAA Auto Club Group after an official insurance-office source, conference bio, regulatory filing, or direct staff source validates the named gatekeeper and current search window.", "aeo_geo_surface": "SME verification, conference bios, insurance filings, consultant database", "as_of_date": "2026-06-19", "downgrade_rule": "Downgrade if the row still rests on scraped people lists, trade press, or no current intake surface after two checks.", "next_action": "Verify the gatekeeper name and route, then package a capital-efficient DDQ/ODD packet.", "official_proof_surface": "Insurance filings, conference bios, regulatory filings, consultant database entries, and insurer staff pages", "packet_needed": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "pattern": "Delegated insurance capital is usually screened by OCIO and fiduciary layers before direct manager intake, so the route should stay source-gated until first-party proof appears.", "priority_rank": 1, "promotion_rule": "Promote when a first-party insurance investment-office page, conference bio, regulatory filing, or direct staff source validates the gatekeeper and search window.", "sme_check": "Ask an insurance-allocator SME whether Caitlin Mooney or another current AAA Auto Club Group investment officer screens liquid alternatives, and whether outreach should be direct or consultant-mediated.", "source_path": "data/recovered_loop_tick31_healthcare_insurance_signals.json; docs/quant-pitch-calendar.md", "strategy_fit": "systematic, market-neutral, and liquid-alternatives sleeves for capital-efficient insurance general accounts"}, "confidence": 0.64, "created_at": "2026-06-19 21:20:32", "deadline": null, "id": "insurance-allocator-route-insurance-allocator-route-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "insurance_allocator_route", "status": "monitor", "strategy": "", "subject_id": "insurance-allocator-route", "subject_name": "Insurance allocator route", "subject_type": "allocator_route", "updated_at": "2026-06-19 21:20:32"}
{"amount": "", "attrs": {"action": "Use St. Jude ALSAC as the named hospital-related allocator, keep Mass General Brigham as the review-window backstop, and lead with mission fit, downside buffering, and liquidity.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "as_of_date": "2026-06-19", "downgrade_rule": "Downgrade if the row still depends on recovered notes or scraped people-list evidence.", "next_action": "Backfill the official proof surface and separate ALSAC from the healthcare-system review window.", "official_proof_surface": "St. Jude financial-information page, annual report, Form 990, staff bio, board record, and CIO transition materials", "packet_needed": "RFP response pack, fee/liquidity schedule, implementation plan, references", "pattern": "Hospital targets split between a true alternatives allocator and a healthcare-system review window; do not collapse them into one generic healthcare bucket.", "priority_rank": 2, "promotion_rule": "Promote when an official investment-office source, annual report, Form 990, or staff bio validates the gatekeeper claim.", "sme_check": "Ask a hospital-endowment SME whether ALSAC or St. Jude directly screens liquid alternatives and which official document exposes the route.", "source_path": "data/recovered_loop_tick31_healthcare_insurance_signals.json; data/recovered_loop_tick57_official_source_upgrade_paths.json; docs/quant-pitch-calendar.md", "strategy_fit": "mission-aligned portfolio-completion capital with downside buffering and liquidity clarity"}, "confidence": 0.77, "created_at": "2026-06-19 21:20:32", "deadline": null, "id": "hospital-endowment-route-hospital-endowment-route-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "hospital_endowment_route", "status": "monitor", "strategy": "", "subject_id": "hospital-endowment-route", "subject_name": "Hospital-endowment route", "subject_type": "allocator_route", "updated_at": "2026-06-19 21:20:32"}
{"amount": "", "attrs": {"action": "Pitch governance-friendly quant sleeves next to mission, real-assets, and sustainable-investment exposures, and use Cambridge only when the foundation is outsourced.", "aeo_geo_surface": "investment office, committee memo, foundation portal, IC materials", "as_of_date": "2026-06-19", "downgrade_rule": "Downgrade if the only evidence is a generic foundation name or stale staff list.", "next_action": "Build one foundation-facing packet that can be reused across MacArthur and Kellogg.", "official_proof_surface": "Investment office, committee memo, foundation portal, IC materials", "packet_needed": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "pattern": "Foundation allocators with explicit private-equity leadership or sustainability seats can absorb liquid alts when the packet is governance-safe.", "priority_rank": 3, "promotion_rule": "Promote when a first-party source proves the current investment role and a plausible manager-selection surface.", "sme_check": "Does the foundation review liquid alts through a private-equity or total-portfolio lens?", "source_path": "data/recovered_loop_tick31_healthcare_insurance_signals.json; data/recovered_loop_tick66_lp_family_office_routes.json; docs/quant-pitch-calendar.md", "strategy_fit": "governance-friendly liquid alternatives and quant strategies that sit next to mission, real-assets, and sustainability exposures"}, "confidence": 0.82, "created_at": "2026-06-19 21:20:32", "deadline": null, "id": "foundation-cio-route-foundation-route-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "foundation_cio_route", "status": "active", "strategy": "", "subject_id": "foundation-route", "subject_name": "Foundation route", "subject_type": "allocator_route", "updated_at": "2026-06-19 21:20:32"}
{"amount": "", "attrs": {"action": "Use the Harvard Management Company partner-intake surface as the public entry point, but keep the hedge-fund allocation thesis gated until an annual report or board record proves active manager selection.", "aeo_geo_surface": "public web, consultant database, internal investment committee packet", "as_of_date": "2026-06-19", "downgrade_rule": "Downgrade if the row still relies on trade press or the partner page alone.", "next_action": "Extract the annual report or board record before treating Harvard as an active hedge-fund allocation search.", "official_proof_surface": "HMC partner-intake surface, annual report, board record", "packet_needed": "allocator-ready pitch memo, source-backed FAQ, risk and performance appendix", "pattern": "Partner pages prove intake, not a live allocation review.", "priority_rank": 4, "promotion_rule": "Promote only after extracting an annual report or board record that proves active manager selection.", "sme_check": "Does HMC want a partner-intake conversation, or is there a real hedge-fund allocation review behind the page?", "source_path": "data/recovered_loop_tick57_official_source_upgrade_paths.json; docs/quant-pitch-calendar.md", "strategy_fit": "new-manager relationship intake with risk-off evidence, transparency, and consultant-friendly routing"}, "confidence": 0.69, "created_at": "2026-06-19 21:20:32", "deadline": null, "id": "endowment-manager-intake-route-endowment-route-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "endowment_manager_intake_route", "status": "monitor", "strategy": "", "subject_id": "endowment-route", "subject_name": "Endowment route", "subject_type": "allocator_route", "updated_at": "2026-06-19 21:20:32"}
{"amount": "", "attrs": {"action": "Keep GPIF, PIF, NZ Super, HOOPP, GIC, CPP Investments, NBIM, Mubadala, and ADIA in one sovereign route pack, but keep ADQ out until the corpus yields a grounded row.", "pattern": "The corpus already supports active route language for GPIF, PIF, NZ Super, HOOPP, GIC, CPP Investments, NBIM, Mubadala, and ADIA with different confidence levels.", "sme_verify": "Which of these routes have a first-party intake surface that is still live today?", "source_path": "docs/quant-loop-operating-schedule.md; docs/quant-pitch-calendar.md; data/recovered_loop_tick37_non_us_allocator_signals.json; data/recovered_loop_tick38_apac_middle_east_distribution_channels.json"}, "confidence": 0.98, "created_at": "2026-06-19 21:21:38", "deadline": null, "id": "queue-summary-tick-83-sovereign-external-manager-route-expansion-sovereign-and-non-us-external-manager-route-expansion-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "queue_summary", "status": "active", "strategy": "sovereign and non-US external-manager route expansion", "subject_id": "tick-83-sovereign-external-manager-route-expansion", "subject_name": "Tick 83 sovereign external-manager route expansion", "subject_type": "process", "updated_at": "2026-06-19 21:21:38"}
{"amount": "", "attrs": {"action": "Use the alternative-assets manager-registration system as the entry point for non-core strategies.", "pattern": "GPIF formalized a manager-registration system for alternative assets and names a CIO-level executive for investment decisions.", "sme_verify": "Is the alternative-assets intake path still the correct first-touch surface before formal RFP issuance?", "source_path": "docs/quant-pitch-calendar.md; data/recovered_loop_tick37_non_us_allocator_signals.json; data/recovered_loop_tick40_influence_paths_aeo_geo.json; data/recovered_loop_tick45_source_backfill_signals.json; data/recovered_loop_tick61_hidden_gatekeeper_aeo_graph.json"}, "confidence": 0.97, "created_at": "2026-06-19 21:21:38", "deadline": null, "id": "sovereign-external-manager-route-gpif-systematic-liquid-diversifiers-separate-managed-accounts-and-non-core-alternative-assets-2026-06-19-open", "next_review": null, "signal_date": "2026-06-19", "signal_type": "sovereign_external_manager_route", "status": "open", "strategy": "systematic, liquid diversifiers, separate managed accounts, and non-core alternative assets", "subject_id": "gpif", "subject_name": "GPIF", "subject_type": "public_pension", "updated_at": "2026-06-19 21:21:38"}
{"amount": "", "attrs": {"action": "Route manager material through Managers Gate and the broader international and MENA leadership stack.", "pattern": "PIF exposes a public registration/login surface for the MENA External Managers Program and keeps leadership routing separate from the portal.", "sme_verify": "Is Managers Gate treated as registration, pre-RFP database intake, or both?", "source_path": "docs/quant-pitch-calendar.md; data/recovered_loop_tick38_apac_middle_east_distribution_channels.json; data/recovered_loop_tick45_source_backfill_signals.json; data/recovered_loop_tick61_hidden_gatekeeper_aeo_graph.json"}, "confidence": 0.95, "created_at": "2026-06-19 21:21:38", "deadline": null, "id": "sovereign-external-manager-route-public-investment-fund-pif-systematic-hedge-funds-macro-liquid-alternatives-and-managed-accounts-2026-06-19-open", "next_review": null, "signal_date": "2026-06-19", "signal_type": "sovereign_external_manager_route", "status": "open", "strategy": "systematic hedge funds, macro, liquid alternatives, and managed accounts", "subject_id": "public-investment-fund-pif", "subject_name": "Public Investment Fund (PIF)", "subject_type": "sovereign_wealth_fund", "updated_at": "2026-06-19 21:21:38"}
{"amount": "", "attrs": {"action": "Approach the external-mandates side of the co-CIO model with systematic and liquid-alternatives language.", "pattern": "The corpus identifies a co-CIO split and an external-mandates route for NZ Super.", "sme_verify": "Does the external-mandates lane suffice, or does NZ Super require a mandate-specific RFP?", "source_path": "docs/quant-pitch-calendar.md; data/recovered_batches/extracted_tick10_swf_pensions.json"}, "confidence": 0.92, "created_at": "2026-06-19 21:21:38", "deadline": null, "id": "sovereign-external-manager-route-new-zealand-superannuation-fund-portable-alpha-systematic-and-managed-account-proposals-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "sovereign_external_manager_route", "status": "active", "strategy": "portable alpha, systematic, and managed-account proposals", "subject_id": "new-zealand-superannuation-fund", "subject_name": "New Zealand Superannuation Fund", "subject_type": "sovereign_wealth_fund", "updated_at": "2026-06-19 21:21:38"}
{"amount": "", "attrs": {"action": "Lead with absolute-return, derivatives, and low-correlation risk management.", "pattern": "HOOPP openly operates a discretionary derivatives and alternative-investments team and says absolute-return strategies are meant to work in any market condition.", "sme_verify": "Which named contact or committee actually owns the absolute-return review?", "source_path": "docs/quant-pitch-calendar.md; data/recovered_batches/extracted_tick10_lps.json; data/recovered_loop_tick37_non_us_allocator_signals.json; data/recovered_loop_tick61_hidden_gatekeeper_aeo_graph.json"}, "confidence": 0.96, "created_at": "2026-06-19 21:21:38", "deadline": null, "id": "sovereign-governance-route-healthcare-of-ontario-pension-plan-hoopp-absolute-return-derivatives-and-low-correlation-risk-management-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "sovereign_governance_route", "status": "active", "strategy": "absolute return, derivatives, and low-correlation risk management", "subject_id": "healthcare-of-ontario-pension-plan-hoopp", "subject_name": "Healthcare of Ontario Pension Plan (HOOPP)", "subject_type": "public_pension", "updated_at": "2026-06-19 21:21:38"}
{"amount": "", "attrs": {"action": "Pitch systematic hedge funds or liquid diversifiers through the executive chain, not to a lone team.", "pattern": "GIC's Group Executive Committee is the highest management body and the Group CIO sits directly inside the executive decision stack.", "sme_verify": "Should the first outreach touch the Group Executive Committee, the CIO, or the external-managers team?", "source_path": "docs/quant-pitch-calendar.md; data/recovered_loop_tick23_quant_lp_relationships.json; data/recovered_loop_tick37_non_us_allocator_committees.json; data/recovered_loop_tick61_hidden_gatekeeper_aeo_graph.json"}, "confidence": 0.96, "created_at": "2026-06-19 21:21:38", "deadline": null, "id": "sovereign-governance-route-gic-government-of-singapore-investment-corporation-systematic-hedge-funds-liquid-diversifiers-managed-accounts-and-macro-sleeves-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "sovereign_governance_route", "status": "active", "strategy": "systematic hedge funds, liquid diversifiers, managed accounts, and macro sleeves", "subject_id": "gic-government-of-singapore-investment-corporation", "subject_name": "GIC (Government of Singapore Investment Corporation)", "subject_type": "sovereign_wealth_fund", "updated_at": "2026-06-19 21:21:38"}
{"amount": "", "attrs": {"action": "Use the external portfolio management program as the working route for relationship-driven manager placement.", "pattern": "CPP keeps a distinct external-portfolio-management team with multiple manager relationships in the corpus.", "sme_verify": "Does the external-portfolio-management group still own the manager relationship, or has the review moved elsewhere?", "source_path": "docs/quant-pitch-calendar.md; data/recovered_batches/extracted_tick10_lps.json; data/recovered_loop_tick23_quant_lp_relationships.json"}, "confidence": 0.94, "created_at": "2026-06-19 21:21:38", "deadline": null, "id": "sovereign-external-manager-route-cpp-investments-cppib-differentiated-systematic-multi-strategy-and-emerging-manager-sleeves-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "sovereign_external_manager_route", "status": "active", "strategy": "differentiated systematic, multi-strategy, and emerging-manager sleeves", "subject_id": "cpp-investments-cppib", "subject_name": "CPP Investments (CPPIB)", "subject_type": "public_pension", "updated_at": "2026-06-19 21:21:38"}
{"amount": "", "attrs": {"action": "Treat NBIM as a live allocator in the corpus, but verify the exact owner in first-party materials before outreach.", "pattern": "The corpus ties NBIM to a sovereign allocator role, a Singapore office leadership node, and an active pitch-calendar row.", "sme_verify": "Confirm the current external-manager owner in first-party NBIM materials.", "source_path": "docs/quant-pitch-calendar.md; data/recovered_batches/extracted_tick10_lps.json; data/recovered_batches/extracted_tick10_conferences.json; data/recovered_loop_tick70_person_gap_from_conference_rosters.json"}, "confidence": 0.8, "created_at": "2026-06-19 21:21:38", "deadline": null, "id": "sovereign-governance-route-norges-bank-investment-management-long-short-equity-infrastructure-focused-allocation-and-external-manager-relationships-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "sovereign_governance_route", "status": "active", "strategy": "long/short equity, infrastructure-focused allocation, and external-manager relationships", "subject_id": "norges-bank-investment-management", "subject_name": "Norges Bank Investment Management", "subject_type": "sovereign_wealth_allocator", "updated_at": "2026-06-19 21:21:38"}
{"amount": "", "attrs": {"action": "Keep Mubadala as a strategic monitor until a manager-facing intake path appears.", "pattern": "The corpus treats Mubadala as a balance-sheet and strategic-partnership monitor, not a confirmed manager portal.", "sme_verify": "Does Mubadala have a manager-facing intake surface, or is this still only a strategic monitor?", "source_path": "docs/quant-pitch-calendar.md; data/recovered_loop_tick38_apac_middle_east_distribution_channels.json; data/recovered_loop_tick38_apac_middle_east_distribution_signals.json"}, "confidence": 0.72, "created_at": "2026-06-19 21:21:38", "deadline": null, "id": "allocator-monitor-mubadala-balance-sheet-and-strategic-partnership-monitor-private-credit-insurance-and-other-balance-sheet-friendly-alternatives-2026-06-19-monitor", "next_review": null, "signal_date": "2026-06-19", "signal_type": "allocator_monitor", "status": "monitor", "strategy": "private credit, insurance, and other balance-sheet-friendly alternatives", "subject_id": "mubadala-balance-sheet-and-strategic-partnership-monitor", "subject_name": "Mubadala balance-sheet and strategic partnership monitor", "subject_type": "allocator_monitor", "updated_at": "2026-06-19 21:21:38"}
{"amount": "", "attrs": {"action": "Pitch hedge funds and managed futures as financial alternatives to ADIA's governance layer.", "pattern": "ADIA defines financial alternatives as hedge funds and managed futures and routes recommendations through an Investment Committee.", "sme_verify": "Is the investment-committee route still the right owner for financial alternatives?", "source_path": "docs/quant-pitch-calendar.md; data/recovered_loop_tick23_quant_lp_relationships.json; data/recovered_loop_tick37_non_us_allocator_signals.json; data/recovered_loop_tick37_non_us_allocator_committees.json"}, "confidence": 0.95, "created_at": "2026-06-19 21:21:38", "deadline": null, "id": "sovereign-governance-route-adia-hedge-funds-and-managed-futures-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "sovereign_governance_route", "status": "active", "strategy": "hedge funds and managed futures", "subject_id": "adia", "subject_name": "ADIA", "subject_type": "sovereign_wealth_fund", "updated_at": "2026-06-19 21:21:38"}
{"amount": "", "attrs": {"action": "Extract the attachments and addenda, mirror the award path, and draft the response brief.", "aeo_geo_ready": 4, "as_of_date": "2026-06-19", "composite_score": 96, "deadline_window": 5, "downgrade_risk": 1, "gatekeeper_clarity": 5, "official_proof": 5, "packet_ready": 4, "pitchability": 5, "priority_rank": 1, "sme_uncertainty": 1, "sme_verify": "Do the attachments show a real search launch and the exact submission path?", "source_path": "docs/quant-pitch-calendar.md; docs/quant-board-packet-extraction-queue.md; data/recovered_loop_tick73_nyc_bam_response_packet_requirements.json; data/recovered_loop_tick81_current_pitch_execution_queue.json; data/recovered_loop_tick80_official_fetch_tasks_high_priority.json"}, "confidence": 0.5, "created_at": "2026-06-20 08:38:33", "deadline": null, "id": "account-brief-rescore-nyc-bureau-of-asset-management-nyc-bam-active", "next_review": null, "signal_date": null, "signal_type": "account_brief_rescore", "status": "active", "strategy": "", "subject_id": "nyc-bureau-of-asset-management-nyc-bam", "subject_name": "NYC Bureau of Asset Management (NYC BAM)", "subject_type": "allocator_target", "updated_at": "2026-06-20 08:38:33"}
{"amount": "", "attrs": {"action": "Refresh the proposal and eVestment packet and keep the direct-contact fallback ready.", "aeo_geo_ready": 4, "as_of_date": "2026-06-19", "composite_score": 95, "deadline_window": 4, "downgrade_risk": 1, "gatekeeper_clarity": 5, "official_proof": 5, "packet_ready": 4, "pitchability": 5, "priority_rank": 2, "sme_uncertainty": 1, "sme_verify": "Is eVestment completeness enough, or does CalPERS want a direct staff sponsor first?", "source_path": "docs/quant-pitch-calendar.md; docs/quant-pitch-now-validation.md; data/recovered_loop_tick73_calpers_evestment_go_no_go_fields.json; data/recovered_loop_tick81_current_pitch_execution_queue.json; data/recovered_loop_tick82_answer_engine_query_test_checklists.json"}, "confidence": 0.5, "created_at": "2026-06-20 08:38:33", "deadline": null, "id": "account-brief-rescore-calpers-go", "next_review": null, "signal_date": null, "signal_type": "account_brief_rescore", "status": "go", "strategy": "", "subject_id": "calpers", "subject_name": "CalPERS", "subject_type": "allocator_target", "updated_at": "2026-06-20 08:38:33"}
{"amount": "", "attrs": {"action": "Normalize the latest disclosure rows and map emerging-manager graduation cues.", "aeo_geo_ready": 4, "as_of_date": "2026-06-19", "composite_score": 93, "deadline_window": 4, "downgrade_risk": 1, "gatekeeper_clarity": 4, "official_proof": 5, "packet_ready": 4, "pitchability": 5, "priority_rank": 3, "sme_uncertainty": 1, "sme_verify": "Which disclosed hires, terminations, or graduation signals trigger a review cycle?", "source_path": "docs/quant-pitch-calendar.md; data/recovered_loop_tick74_nyscrf_monthly_tape_schema_and_actions.json; data/recovered_loop_tick81_current_pitch_execution_queue.json; data/recovered_loop_tick82_answer_engine_query_test_checklists.json"}, "confidence": 0.5, "created_at": "2026-06-20 08:38:33", "deadline": null, "id": "account-brief-rescore-new-york-state-common-retirement-fund-nyscrf-active", "next_review": null, "signal_date": null, "signal_type": "account_brief_rescore", "status": "active", "strategy": "", "subject_id": "new-york-state-common-retirement-fund-nyscrf", "subject_name": "New York State Common Retirement Fund (NYSCRF)", "subject_type": "allocator_target", "updated_at": "2026-06-20 08:38:33"}
{"amount": "", "attrs": {"action": "Capture the July board bundle URLs and extract approvals and manager-change references.", "aeo_geo_ready": 3, "as_of_date": "2026-06-19", "composite_score": 90, "deadline_window": 5, "downgrade_risk": 2, "gatekeeper_clarity": 4, "official_proof": 4, "packet_ready": 4, "pitchability": 4, "priority_rank": 4, "sme_uncertainty": 2, "sme_verify": "Does the July meeting include actual approvals and commitments, or only informational items?", "source_path": "docs/quant-board-packet-extraction-queue.md; docs/quant-pitch-calendar.md; data/recovered_loop_tick74_trs_utimco_board_materials_action_queue.json; data/recovered_loop_tick77_top_account_one_page_brief_queue.json; data/recovered_loop_tick80_official_fetch_tasks_high_priority.json"}, "confidence": 0.5, "created_at": "2026-06-20 08:38:33", "deadline": null, "id": "account-brief-rescore-teacher-retirement-system-of-texas-trs-texas-active", "next_review": null, "signal_date": null, "signal_type": "account_brief_rescore", "status": "active", "strategy": "", "subject_id": "teacher-retirement-system-of-texas-trs-texas", "subject_name": "Teacher Retirement System of Texas (TRS Texas)", "subject_type": "allocator_target", "updated_at": "2026-06-20 08:38:33"}
{"amount": "", "attrs": {"action": "Mirror the June archive and normalize any allocation or manager motion.", "aeo_geo_ready": 3, "as_of_date": "2026-06-19", "composite_score": 89, "deadline_window": 5, "downgrade_risk": 2, "gatekeeper_clarity": 4, "official_proof": 4, "packet_ready": 4, "pitchability": 4, "priority_rank": 5, "sme_uncertainty": 2, "sme_verify": "Which archive fields are actually posted for June 18, 2026?", "source_path": "docs/quant-board-packet-extraction-queue.md; docs/quant-pitch-calendar.md; data/recovered_loop_tick64_official_packet_source_upgrades.json; data/recovered_loop_tick77_top_account_one_page_brief_queue.json; data/recovered_loop_tick80_official_fetch_tasks_high_priority.json"}, "confidence": 0.5, "created_at": "2026-06-20 08:38:33", "deadline": null, "id": "account-brief-rescore-university-of-texas-investment-management-co-utimco-active", "next_review": null, "signal_date": null, "signal_type": "account_brief_rescore", "status": "active", "strategy": "", "subject_id": "university-of-texas-investment-management-co-utimco", "subject_name": "University of Texas Investment Management Co. (UTIMCO)", "subject_type": "allocator_target", "updated_at": "2026-06-20 08:38:33"}
{"amount": "", "attrs": {"action": "Backfill the first-party gatekeeper source and keep the mission-fit packet ready.", "aeo_geo_ready": 3, "as_of_date": "2026-06-19", "composite_score": 88, "deadline_window": 2, "downgrade_risk": 4, "gatekeeper_clarity": 4, "official_proof": 2, "packet_ready": 3, "pitchability": 4, "priority_rank": 6, "sme_uncertainty": 4, "sme_verify": "Is Nicola da Roza still the current gatekeeper, and does outreach go direct or through a consultant?", "source_path": "docs/quant-pitch-calendar.md; docs/quant-pitch-workflow-packets.md; data/recovered_loop_tick31_healthcare_insurance_signals.json; data/recovered_loop_tick83_insurance_hospital_foundation_routes.json; data/recovered_loop_tick80_official_fetch_tasks_high_priority.json"}, "confidence": 0.5, "created_at": "2026-06-20 08:38:33", "deadline": null, "id": "account-brief-rescore-st-jude-children-s-research-hospital-alsac-weak-evidence", "next_review": null, "signal_date": null, "signal_type": "account_brief_rescore", "status": "weak_evidence", "strategy": "", "subject_id": "st-jude-children-s-research-hospital-alsac", "subject_name": "St. Jude Children's Research Hospital ALSAC", "subject_type": "allocator_target", "updated_at": "2026-06-20 08:38:33"}
{"amount": "", "attrs": {"action": "Capture the current form fields and process lead on the registration page.", "aeo_geo_ready": 4, "as_of_date": "2026-06-19", "composite_score": 86, "deadline_window": 4, "downgrade_risk": 2, "gatekeeper_clarity": 4, "official_proof": 4, "packet_ready": 4, "pitchability": 4, "priority_rank": 7, "sme_uncertainty": 2, "sme_verify": "Is alternative-asset registration the correct first-touch surface before any formal RFP?", "source_path": "docs/quant-pitch-calendar.md; data/recovered_loop_tick83_sovereign_external_manager_routes.json; data/recovered_loop_tick80_official_fetch_tasks_high_priority.json; data/recovered_loop_tick77_top_account_one_page_brief_queue.json"}, "confidence": 0.5, "created_at": "2026-06-20 08:38:33", "deadline": null, "id": "account-brief-rescore-japan-government-pension-investment-fund-gpif-open", "next_review": null, "signal_date": null, "signal_type": "account_brief_rescore", "status": "open", "strategy": "", "subject_id": "japan-government-pension-investment-fund-gpif", "subject_name": "Japan Government Pension Investment Fund (GPIF)", "subject_type": "allocator_target", "updated_at": "2026-06-20 08:38:33"}
{"amount": "", "attrs": {"action": "Normalize the monthly-data and regional-relevance fields and keep the registration packet current.", "aeo_geo_ready": 4, "as_of_date": "2026-06-19", "composite_score": 85, "deadline_window": 4, "downgrade_risk": 2, "gatekeeper_clarity": 4, "official_proof": 4, "packet_ready": 4, "pitchability": 4, "priority_rank": 8, "sme_uncertainty": 2, "sme_verify": "Is the portal merely a registry, or does a named-leader introduction matter more?", "source_path": "docs/quant-pitch-calendar.md; data/recovered_loop_tick83_sovereign_external_manager_routes.json; data/recovered_loop_tick80_official_fetch_tasks_high_priority.json; data/recovered_loop_tick77_top_account_one_page_brief_queue.json"}, "confidence": 0.5, "created_at": "2026-06-20 08:38:33", "deadline": null, "id": "account-brief-rescore-public-investment-fund-pif-open", "next_review": null, "signal_date": null, "signal_type": "account_brief_rescore", "status": "open", "strategy": "", "subject_id": "public-investment-fund-pif", "subject_name": "Public Investment Fund (PIF)", "subject_type": "allocator_target", "updated_at": "2026-06-20 08:38:33"}
{"amount": "", "attrs": {"action": "Prepare the systematic and liquid-alternatives onboarding pack for the external-mandates lane.", "aeo_geo_ready": 4, "as_of_date": "2026-06-19", "composite_score": 84, "deadline_window": 4, "downgrade_risk": 2, "gatekeeper_clarity": 4, "official_proof": 4, "packet_ready": 4, "pitchability": 4, "priority_rank": 9, "sme_uncertainty": 2, "sme_verify": "Does the external-mandates lane suffice, or does NZ Super require a mandate-specific RFP?", "source_path": "docs/quant-pitch-calendar.md; data/recovered_loop_tick83_sovereign_external_manager_routes.json; data/recovered_loop_tick77_top_account_one_page_brief_queue.json; data/recovered_loop_tick67_current_open_pitch_window_deepening.json"}, "confidence": 0.5, "created_at": "2026-06-20 08:38:33", "deadline": null, "id": "account-brief-rescore-new-zealand-superannuation-fund-active", "next_review": null, "signal_date": null, "signal_type": "account_brief_rescore", "status": "active", "strategy": "", "subject_id": "new-zealand-superannuation-fund", "subject_name": "New Zealand Superannuation Fund", "subject_type": "allocator_target", "updated_at": "2026-06-20 08:38:33"}
{"amount": "", "attrs": {"action": "Lead with absolute-return, derivatives, and low-correlation risk management mapped to the named board and committee contacts.", "aeo_geo_ready": 3, "as_of_date": "2026-06-19", "composite_score": 83, "deadline_window": 3, "downgrade_risk": 2, "gatekeeper_clarity": 4, "official_proof": 4, "packet_ready": 4, "pitchability": 4, "priority_rank": 10, "sme_uncertainty": 2, "sme_verify": "Which named contact or committee actually owns the absolute-return review?", "source_path": "docs/quant-pitch-calendar.md; data/recovered_loop_tick83_sovereign_external_manager_routes.json; data/recovered_loop_tick81_monitor_split_official_vs_sme.json; data/recovered_loop_tick77_top_account_one_page_brief_queue.json"}, "confidence": 0.5, "created_at": "2026-06-20 08:38:33", "deadline": null, "id": "account-brief-rescore-healthcare-of-ontario-pension-plan-hoopp-active", "next_review": null, "signal_date": null, "signal_type": "account_brief_rescore", "status": "active", "strategy": "", "subject_id": "healthcare-of-ontario-pension-plan-hoopp", "subject_name": "Healthcare of Ontario Pension Plan (HOOPP)", "subject_type": "allocator_target", "updated_at": "2026-06-20 08:38:33"}
{"amount": "", "attrs": {"action": "Resolve the manager-facing platform proof before moving the row back to active pitch status.", "aeo_geo_ready": 3, "as_of_date": "2026-06-19", "composite_score": 80, "deadline_window": 2, "downgrade_risk": 4, "gatekeeper_clarity": 3, "official_proof": 2, "packet_ready": 3, "pitchability": 3, "priority_rank": 11, "sme_uncertainty": 4, "sme_verify": "Does the official record prove a manager-facing platform?", "source_path": "docs/quant-pitch-calendar.md; data/recovered_loop_tick81_current_pitch_execution_queue.json; data/recovered_loop_tick81_monitor_split_official_vs_sme.json; data/recovered_loop_tick80_official_fetch_tasks_high_priority.json"}, "confidence": 0.5, "created_at": "2026-06-20 08:38:33", "deadline": null, "id": "account-brief-rescore-massachusetts-pension-reserves-investment-management-board-massprim-monitor", "next_review": null, "signal_date": null, "signal_type": "account_brief_rescore", "status": "monitor", "strategy": "", "subject_id": "massachusetts-pension-reserves-investment-management-board-massprim", "subject_name": "Massachusetts Pension Reserves Investment Management Board (MassPRIM)", "subject_type": "allocator_target", "updated_at": "2026-06-20 08:38:33"}
{"amount": "", "attrs": {"action": "Extract the annual report or board record before treating Harvard as an active hedge-fund allocation search.", "aeo_geo_ready": 3, "as_of_date": "2026-06-19", "composite_score": 78, "deadline_window": 2, "downgrade_risk": 4, "gatekeeper_clarity": 3, "official_proof": 2, "packet_ready": 3, "pitchability": 3, "priority_rank": 12, "sme_uncertainty": 4, "sme_verify": "Does HMC want a partner-intake conversation, or is there a real hedge-fund allocation review behind the page?", "source_path": "docs/quant-pitch-calendar.md; docs/quant-board-packet-extraction-queue.md; data/recovered_loop_tick81_current_pitch_execution_queue.json; data/recovered_loop_tick77_top_account_one_page_brief_queue.json"}, "confidence": 0.5, "created_at": "2026-06-20 08:38:33", "deadline": null, "id": "account-brief-rescore-harvard-university-endowment-harvard-management-company-monitor", "next_review": null, "signal_date": null, "signal_type": "account_brief_rescore", "status": "monitor", "strategy": "", "subject_id": "harvard-university-endowment-harvard-management-company", "subject_name": "Harvard University Endowment / Harvard Management Company", "subject_type": "allocator_target", "updated_at": "2026-06-20 08:38:33"}
{"amount": "", "attrs": {"action": "Split the buyer from the consultant layer before any outbound motion.", "aeo_geo_ready": 3, "as_of_date": "2026-06-19", "composite_score": 76, "deadline_window": 2, "downgrade_risk": 4, "gatekeeper_clarity": 2, "official_proof": 2, "packet_ready": 3, "pitchability": 3, "priority_rank": 13, "sme_uncertainty": 4, "sme_verify": "Which Chicago plan is the actual buyer, and does Callan or direct board routing dominate?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md; docs/quant-board-packet-extraction-queue.md; data/recovered_loop_tick79_consultant_database_mapping.json; data/recovered_loop_tick81_monitor_split_official_vs_sme.json; data/recovered_loop_tick77_top_account_one_page_brief_queue.json"}, "confidence": 0.5, "created_at": "2026-06-20 08:38:33", "deadline": null, "id": "account-brief-rescore-chicago-pension-funds-cluster-callan-monitor", "next_review": null, "signal_date": null, "signal_type": "account_brief_rescore", "status": "monitor", "strategy": "", "subject_id": "chicago-pension-funds-cluster-callan", "subject_name": "Chicago Pension Funds cluster / Callan", "subject_type": "allocator_cluster", "updated_at": "2026-06-20 08:38:33"}
{"amount": "", "attrs": {"action": "Extract the advisor prompt and retrieval surface into a CAIS-ready answer pack for liquid-alts distribution.", "aeo_geo_ready": 5, "as_of_date": "2026-06-19", "composite_score": 75, "deadline_window": 3, "downgrade_risk": 2, "gatekeeper_clarity": 4, "official_proof": 3, "packet_ready": 4, "pitchability": 3, "priority_rank": 14, "sme_uncertainty": 2, "sme_verify": "Which advisor prompts actually drive retrieval, and which are just marketing copy?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md; docs/quant-aeo-geo-monitoring-matrix.md; data/recovered_loop_tick74_private_wealth_platform_onboarding_fields.json; data/recovered_loop_tick82_platform_packet_templates.json; data/recovered_loop_tick80_production_page_briefs.json; data/recovered_loop_tick77_top_account_one_page_brief_queue.json"}, "confidence": 0.5, "created_at": "2026-06-20 08:38:33", "deadline": null, "id": "account-brief-rescore-cais-x-claude-cais-advisor-intelligence-active", "next_review": null, "signal_date": null, "signal_type": "account_brief_rescore", "status": "active", "strategy": "", "subject_id": "cais-x-claude-cais-advisor-intelligence", "subject_name": "CAIS x Claude / CAIS advisor intelligence", "subject_type": "platform_route", "updated_at": "2026-06-20 08:38:33"}
{"amount": "", "attrs": {"action": "Build a cap-intro-ready strategy and allocator-fit packet for the Goldman route.", "aeo_geo_ready": 3, "as_of_date": "2026-06-19", "composite_score": 74, "deadline_window": 3, "downgrade_risk": 2, "gatekeeper_clarity": 4, "official_proof": 3, "packet_ready": 4, "pitchability": 4, "priority_rank": 15, "sme_uncertainty": 2, "sme_verify": "Which cap-intro fields or allocator themes decide whether a manager gets meetings?", "source_path": "docs/quant-person-gap-outreach-queue.md; data/recovered_loop_tick76_person_gap_high_influence_routes.json; data/recovered_loop_tick79_hidden_influencer_route_expansion.json; data/recovered_loop_tick80_named_people_route_actions.json; data/recovered_loop_tick77_top_account_one_page_brief_queue.json"}, "confidence": 0.5, "created_at": "2026-06-20 08:38:33", "deadline": null, "id": "account-brief-rescore-goldman-sachs-capital-introduction-route-active", "next_review": null, "signal_date": null, "signal_type": "account_brief_rescore", "status": "active", "strategy": "", "subject_id": "goldman-sachs-capital-introduction-route", "subject_name": "Goldman Sachs capital introduction route", "subject_type": "influencer_route", "updated_at": "2026-06-20 08:38:33"}
{"amount": "", "attrs": {"action": "Build the NEPC-specific database and research packet around absolute return, portable alpha, drawdown control, and marketable-investment committee language.", "aeo_geo_ready": 4, "as_of_date": "2026-06-19", "composite_score": 73, "deadline_window": 3, "downgrade_risk": 2, "gatekeeper_clarity": 4, "official_proof": 3, "packet_ready": 4, "pitchability": 4, "priority_rank": 16, "sme_uncertainty": 2, "sme_verify": "Which NEPC person or committee controls marketable alternatives shortlist entry?", "source_path": "docs/quant-person-gap-outreach-queue.md; data/recovered_loop_tick76_person_gap_high_influence_routes.json; data/recovered_loop_tick79_consultant_database_mapping.json; data/recovered_loop_tick77_top_account_one_page_brief_queue.json"}, "confidence": 0.5, "created_at": "2026-06-20 08:38:33", "deadline": null, "id": "account-brief-rescore-nepc-consultant-shortlist-route-active", "next_review": null, "signal_date": null, "signal_type": "account_brief_rescore", "status": "active", "strategy": "", "subject_id": "nepc-consultant-shortlist-route", "subject_name": "NEPC consultant shortlist route", "subject_type": "influencer_route", "updated_at": "2026-06-20 08:38:33"}
{"amount": "", "attrs": {"action": "Tie Chicago/Callan RFP cluster rows to a Callan-specific quant alternatives brief and exact search-status checklist.", "aeo_geo_ready": 4, "as_of_date": "2026-06-19", "composite_score": 72, "deadline_window": 3, "downgrade_risk": 2, "gatekeeper_clarity": 4, "official_proof": 3, "packet_ready": 4, "pitchability": 4, "priority_rank": 17, "sme_uncertainty": 2, "sme_verify": "Which Callan contact owns alternatives search language for the Chicago cluster?", "source_path": "docs/quant-person-gap-outreach-queue.md; docs/quant-consultant-private-wealth-extraction-queue.md; data/recovered_loop_tick79_consultant_database_mapping.json; data/recovered_loop_tick77_top_account_one_page_brief_queue.json"}, "confidence": 0.5, "created_at": "2026-06-20 08:38:33", "deadline": null, "id": "account-brief-rescore-callan-alternatives-consulting-route-active", "next_review": null, "signal_date": null, "signal_type": "account_brief_rescore", "status": "active", "strategy": "", "subject_id": "callan-alternatives-consulting-route", "subject_name": "Callan alternatives consulting route", "subject_type": "influencer_route", "updated_at": "2026-06-20 08:38:33"}
{"amount": "", "attrs": {"action": "Map Cambridge-facing content to foundation and endowment CIO language rather than generic pension RFP language.", "aeo_geo_ready": 4, "as_of_date": "2026-06-19", "composite_score": 71, "deadline_window": 2, "downgrade_risk": 2, "gatekeeper_clarity": 4, "official_proof": 3, "packet_ready": 4, "pitchability": 4, "priority_rank": 18, "sme_uncertainty": 2, "sme_verify": "Does Cambridge want a research-led manager profile or a broader consultant-screen packet first?", "source_path": "docs/quant-person-gap-outreach-queue.md; data/recovered_loop_tick76_allocator_gap_to_1000_prioritized.json; data/recovered_loop_tick79_hidden_influencer_route_expansion.json; data/recovered_loop_tick77_top_account_one_page_brief_queue.json"}, "confidence": 0.5, "created_at": "2026-06-20 08:38:33", "deadline": null, "id": "account-brief-rescore-cambridge-associates-research-route-active", "next_review": null, "signal_date": null, "signal_type": "account_brief_rescore", "status": "active", "strategy": "", "subject_id": "cambridge-associates-research-route", "subject_name": "Cambridge Associates research route", "subject_type": "influencer_route", "updated_at": "2026-06-20 08:38:33"}
{"amount": "", "attrs": {"action": "Keep the fiduciary-adviser packet ready and backfill direct-screening proof before promotion.", "aeo_geo_ready": 4, "as_of_date": "2026-06-19", "composite_score": 70, "deadline_window": 2, "downgrade_risk": 3, "gatekeeper_clarity": 4, "official_proof": 3, "packet_ready": 4, "pitchability": 3, "priority_rank": 19, "sme_uncertainty": 3, "sme_verify": "Does CAPTRUST screen managers directly, or only refer them through a broader adviser process?", "source_path": "data/recovered_loop_tick12_hidden_gatekeepers.json; data/recovered_loop_tick31_healthcare_insurance_signals.json; data/recovered_loop_tick64_local_packet_source_upgrade_queue.json; data/recovered_loop_tick83_corporate_pension_ocio_routes.json; data/recovered_loop_tick77_top_account_one_page_brief_queue.json"}, "confidence": 0.5, "created_at": "2026-06-20 08:38:33", "deadline": null, "id": "account-brief-rescore-captrust-fiduciary-adviser-route-monitor", "next_review": null, "signal_date": null, "signal_type": "account_brief_rescore", "status": "monitor", "strategy": "", "subject_id": "captrust-fiduciary-adviser-route", "subject_name": "CAPTRUST fiduciary adviser route", "subject_type": "ocio_route", "updated_at": "2026-06-20 08:38:33"}
{"amount": "", "attrs": {"action": "Prepare the delegated-capital fit packet and fetch current Russell workflow proof before promotion.", "aeo_geo_ready": 4, "as_of_date": "2026-06-19", "composite_score": 69, "deadline_window": 2, "downgrade_risk": 3, "gatekeeper_clarity": 4, "official_proof": 3, "packet_ready": 4, "pitchability": 3, "priority_rank": 20, "sme_uncertainty": 3, "sme_verify": "Is the real buyer the asset owner, the OCIO team, or a delegated fiduciary adviser?", "source_path": "data/recovered_loop_tick12_hidden_gatekeepers.json; data/recovered_loop_tick31_healthcare_insurance_signals.json; data/recovered_loop_tick76_allocator_gap_to_1000_prioritized.json; data/recovered_loop_tick83_corporate_pension_ocio_routes.json; data/recovered_loop_tick77_top_account_one_page_brief_queue.json"}, "confidence": 0.5, "created_at": "2026-06-20 08:38:33", "deadline": null, "id": "account-brief-rescore-russell-investments-delegated-capital-route-monitor", "next_review": null, "signal_date": null, "signal_type": "account_brief_rescore", "status": "monitor", "strategy": "", "subject_id": "russell-investments-delegated-capital-route", "subject_name": "Russell Investments delegated capital route", "subject_type": "ocio_route", "updated_at": "2026-06-20 08:38:33"}
{"amount": "", "attrs": {"aeo_asset_to_publish": "RFP response pack plus searchable addenda and award-path mirror", "as_of_date": "2026-06-19", "kill_rule": "Kill if the attachment, addendum, or award-path URLs cannot be captured from the board page after two checks.", "next_action": "Build first because the deadline and addenda capture are the nearest hard cutoff.", "order_index": 1, "output_artifact": "data/recovered_loop_tick84_nyc_bam_outreach_packet.json", "owner_or_gatekeeper": "NYC Comptroller RFPs and Solicitations / passive-indexing notice", "priority_rank": 1, "required_docs": ["docs/quant-board-packet-extraction-queue.md", "docs/quant-pitch-workflow-packets.md", "docs/quant-pitch-calendar.md"], "sme_call": "Ask whether the addenda are public on the board page or only visible after shortlist or consultant contact.", "source_path": "docs/quant-board-packet-extraction-queue.md; docs/quant-pitch-calendar.md; data/recovered_loop_tick73_nyc_bam_response_packet_requirements.json", "source_proof_to_fetch": ["data/recovered_loop_tick73_nyc_bam_response_packet_requirements.json", "data/recovered_loop_tick77_live_official_fetch_target_manifest.json", "data/recovered_loop_tick81_current_pitch_execution_queue.json"]}, "confidence": 0.5, "created_at": "2026-06-20 08:38:33", "deadline": null, "id": "outreach-packet-order-nyc-bam-outreach-packet-open", "next_review": null, "signal_date": null, "signal_type": "outreach_packet_order", "status": "open", "strategy": "", "subject_id": "nyc-bam-outreach-packet", "subject_name": "NYC BAM outreach packet", "subject_type": "municipal_passive_indexing_packet", "updated_at": "2026-06-20 08:38:33"}
{"amount": "", "attrs": {"aeo_asset_to_publish": "Registration-ready profile plus secure proposal-portal fallback page", "as_of_date": "2026-06-19", "kill_rule": "Kill if the eVestment screen or proposal portal still offers only generic guidance after two checks.", "next_action": "Refresh the public manager-opportunities profile and keep the proposal portal staged as fallback.", "order_index": 2, "output_artifact": "data/recovered_loop_tick84_calpers_outreach_packet.json", "owner_or_gatekeeper": "CalPERS investment opportunities team / proposal triage", "priority_rank": 2, "required_docs": ["docs/quant-board-packet-extraction-queue.md", "docs/quant-pitch-workflow-packets.md", "docs/quant-pitch-calendar.md"], "sme_call": "Ask whether eVestment completeness is enough or whether CalPERS still wants a direct staff introduction.", "source_path": "docs/quant-board-packet-extraction-queue.md; data/recovered_loop_tick73_calpers_evestment_go_no_go_fields.json; docs/quant-pitch-calendar.md", "source_proof_to_fetch": ["data/recovered_loop_tick73_calpers_evestment_go_no_go_fields.json", "data/recovered_loop_tick77_live_official_fetch_target_manifest.json", "data/recovered_loop_tick81_current_pitch_execution_queue.json"]}, "confidence": 0.5, "created_at": "2026-06-20 08:38:33", "deadline": null, "id": "outreach-packet-order-calpers-outreach-packet-open", "next_review": null, "signal_date": null, "signal_type": "outreach_packet_order", "status": "open", "strategy": "", "subject_id": "calpers-outreach-packet", "subject_name": "CalPERS outreach packet", "subject_type": "public_pension_packet", "updated_at": "2026-06-20 08:38:33"}
{"amount": "", "attrs": {"aeo_asset_to_publish": "Monthly-disclosure tape plus source-backed FAQ page", "as_of_date": "2026-06-19", "kill_rule": "Kill if the monthly PDF cannot be normalized into manager rows after two checks.", "next_action": "Normalize the monthly rows into a tape before any pitch labeling.", "order_index": 3, "output_artifact": "data/recovered_loop_tick84_nyscrf_outreach_packet.json", "owner_or_gatekeeper": "NYSCRF monthly disclosure and investment office", "priority_rank": 3, "required_docs": ["docs/quant-board-packet-extraction-queue.md", "docs/quant-pitch-workflow-packets.md", "docs/quant-pitch-calendar.md"], "sme_call": "Ask whether the disclosure rows are mainly hires, terminations, or placement-agent activity first.", "source_path": "docs/quant-board-packet-extraction-queue.md; data/recovered_loop_tick74_nyscrf_monthly_tape_schema_and_actions.json; docs/quant-pitch-calendar.md", "source_proof_to_fetch": ["data/recovered_loop_tick74_nyscrf_monthly_tape_schema_and_actions.json", "data/recovered_loop_tick77_live_official_fetch_target_manifest.json", "data/recovered_loop_tick81_current_pitch_execution_queue.json"]}, "confidence": 0.5, "created_at": "2026-06-20 08:38:33", "deadline": null, "id": "outreach-packet-order-nyscrf-outreach-packet-open", "next_review": null, "signal_date": null, "signal_type": "outreach_packet_order", "status": "open", "strategy": "", "subject_id": "nyscrf-outreach-packet", "subject_name": "NYSCRF outreach packet", "subject_type": "public_pension_packet", "updated_at": "2026-06-20 08:38:33"}
{"amount": "", "attrs": {"aeo_asset_to_publish": "PCS / managed-account proof page plus board-record mirror", "as_of_date": "2026-06-19", "kill_rule": "Kill if the PCS route never resolves into a dated board, procurement, or platform record after two checks.", "next_action": "Resolve the exact PRIM official surface and prove the manager-facing route.", "order_index": 4, "output_artifact": "data/recovered_loop_tick84_massprim_outreach_packet.json", "owner_or_gatekeeper": "MassPRIM investments / PCS procurement / board-record surfaces", "priority_rank": 4, "required_docs": ["docs/quant-pitch-workflow-packets.md", "docs/quant-pitch-calendar.md", "docs/quant-board-packet-extraction-queue.md"], "sme_call": "Ask whether the PCS route is manager-facing, consultant-facing, or internal-only.", "source_path": "docs/quant-pitch-workflow-packets.md; docs/quant-pitch-calendar.md; data/recovered_loop_tick81_monitor_split_official_vs_sme.json", "source_proof_to_fetch": ["data/recovered_loop_tick81_monitor_split_official_vs_sme.json", "data/recovered_loop_tick80_official_fetch_tasks_high_priority.json", "data/recovered_loop_tick83_corporate_pension_ocio_routes.json"]}, "confidence": 0.5, "created_at": "2026-06-20 08:38:33", "deadline": null, "id": "outreach-packet-order-massprim-outreach-packet-open", "next_review": null, "signal_date": null, "signal_type": "outreach_packet_order", "status": "open", "strategy": "", "subject_id": "massprim-outreach-packet", "subject_name": "MassPRIM outreach packet", "subject_type": "public_pension_packet", "updated_at": "2026-06-20 08:38:33"}
{"amount": "", "attrs": {"aeo_asset_to_publish": "Partner-intake page plus annual-report / board-record crosswalk", "as_of_date": "2026-06-19", "kill_rule": "Kill if no annual report or board record proves hedge-fund allocation motion.", "next_action": "Keep the partner intake and the allocation thesis separate until an official record proves motion.", "order_index": 5, "output_artifact": "data/recovered_loop_tick84_harvard_hmc_outreach_packet.json", "owner_or_gatekeeper": "Harvard Management Company / endowment intake", "priority_rank": 5, "required_docs": ["docs/quant-pitch-workflow-packets.md", "docs/quant-pitch-calendar.md", "docs/quant-board-packet-extraction-queue.md"], "sme_call": "Ask whether HMC wants a partner-intake conversation or a real hedge-fund allocation review behind the page.", "source_path": "docs/quant-pitch-workflow-packets.md; docs/quant-pitch-calendar.md; data/recovered_loop_tick57_official_source_upgrade_paths.json", "source_proof_to_fetch": ["data/recovered_loop_tick81_current_pitch_execution_queue.json", "data/recovered_loop_tick57_official_source_upgrade_paths.json", "data/recovered_loop_tick16_historical_subagent_signals.json"]}, "confidence": 0.5, "created_at": "2026-06-20 08:38:33", "deadline": null, "id": "outreach-packet-order-harvard-hmc-outreach-packet-open", "next_review": null, "signal_date": null, "signal_type": "outreach_packet_order", "status": "open", "strategy": "", "subject_id": "harvard-hmc-outreach-packet", "subject_name": "Harvard/HMC outreach packet", "subject_type": "endowment_packet", "updated_at": "2026-06-20 08:38:33"}
{"amount": "", "attrs": {"aeo_asset_to_publish": "First-party investment/governance FAQ plus mission-fit brief", "as_of_date": "2026-06-19", "kill_rule": "Kill if official investment or governance proof never names the gatekeeper or intake route.", "next_action": "Build the mission-fit packet only after the gatekeeper is pinned from first-party evidence.", "order_index": 6, "output_artifact": "data/recovered_loop_tick84_st_jude_alsac_outreach_packet.json", "owner_or_gatekeeper": "Nicola da Roza / ALSAC investment gatekeeper", "priority_rank": 6, "required_docs": ["docs/quant-pitch-calendar.md", "docs/quant-pitch-workflow-packets.md", "docs/quant-board-packet-extraction-queue.md"], "sme_call": "Ask whether Nicola da Roza is still the correct liquid-alts gatekeeper and whether outreach is direct or consultant-mediated.", "source_path": "docs/quant-pitch-calendar.md; docs/quant-pitch-workflow-packets.md; data/recovered_loop_tick83_insurance_hospital_foundation_routes.json", "source_proof_to_fetch": ["data/recovered_loop_tick81_monitor_split_official_vs_sme.json", "data/recovered_loop_tick83_insurance_hospital_foundation_routes.json", "data/recovered_loop_tick57_official_source_upgrade_paths.json"]}, "confidence": 0.5, "created_at": "2026-06-20 08:38:33", "deadline": null, "id": "outreach-packet-order-st-jude-alsac-outreach-packet-open", "next_review": null, "signal_date": null, "signal_type": "outreach_packet_order", "status": "open", "strategy": "", "subject_id": "st-jude-alsac-outreach-packet", "subject_name": "St. Jude/ALSAC outreach packet", "subject_type": "hospital_endowment_packet", "updated_at": "2026-06-20 08:38:33"}
{"amount": "", "attrs": {"aeo_asset_to_publish": "Registration packet plus MENA relevance mirror", "as_of_date": "2026-06-19", "kill_rule": "Kill if the gate is not reachable or the route is clearly relationship-only after two rechecks.", "next_action": "Use the sovereign registration surfaces as the first-touch route and keep the packet mandate-specific.", "order_index": 7, "output_artifact": "data/recovered_loop_tick84_gpif_pif_outreach_packet.json", "owner_or_gatekeeper": "GPIF alternative-assets registration system / PIF Managers Gate / International Investments and MENA Investments leadership stack", "priority_rank": 7, "required_docs": ["docs/quant-30-day-outreach-queue.md", "docs/quant-pitch-calendar.md", "docs/quant-board-packet-extraction-queue.md"], "sme_call": "Ask whether PIF Managers Gate is treated as registration, pre-RFP database intake, or both.", "source_path": "docs/quant-30-day-outreach-queue.md; docs/quant-pitch-calendar.md; data/recovered_loop_tick83_sovereign_external_manager_routes.json", "source_proof_to_fetch": ["data/recovered_loop_tick81_monitor_split_official_vs_sme.json", "data/recovered_loop_tick83_sovereign_external_manager_routes.json", "data/recovered_loop_tick40_influence_paths_aeo_geo.json"]}, "confidence": 0.5, "created_at": "2026-06-20 08:38:33", "deadline": null, "id": "outreach-packet-order-gpif-pif-outreach-packet-open", "next_review": null, "signal_date": null, "signal_type": "outreach_packet_order", "status": "open", "strategy": "", "subject_id": "gpif-pif-outreach-packet", "subject_name": "GPIF/PIF outreach packet", "subject_type": "sovereign_packet", "updated_at": "2026-06-20 08:38:33"}
{"amount": "", "attrs": {"aeo_asset_to_publish": "Manager-context page plus board-route / asset-liability mirror", "as_of_date": "2026-06-19", "kill_rule": "Kill if broad marketing survives and no current official manager-context or governance surface updates across two review cycles.", "next_action": "Keep the sovereign and public-pension routes separate until the governance lane is explicit.", "order_index": 8, "output_artifact": "data/recovered_loop_tick84_nz_super_hoopp_outreach_packet.json", "owner_or_gatekeeper": "NZ Super external-mandates lane / co-CIO office / HOOPP board route / discretionary derivatives team", "priority_rank": 8, "required_docs": ["docs/quant-30-day-outreach-queue.md", "docs/quant-pitch-workflow-packets.md", "docs/quant-pitch-calendar.md"], "sme_call": "Ask whether NZ Super needs a mandate-specific RFP and whether HOOPP buying behavior follows the board route or the discretionary derivatives team first.", "source_path": "docs/quant-30-day-outreach-queue.md; docs/quant-pitch-workflow-packets.md; data/recovered_loop_tick83_sovereign_external_manager_routes.json", "source_proof_to_fetch": ["data/recovered_loop_tick81_monitor_split_official_vs_sme.json", "data/recovered_loop_tick83_sovereign_external_manager_routes.json", "data/recovered_loop_tick45_source_backfill_signals.json", "data/recovered_loop_tick40_influence_paths_aeo_geo.json"]}, "confidence": 0.5, "created_at": "2026-06-20 08:38:33", "deadline": null, "id": "outreach-packet-order-nz-super-hoopp-outreach-packet-open", "next_review": null, "signal_date": null, "signal_type": "outreach_packet_order", "status": "open", "strategy": "", "subject_id": "nz-super-hoopp-outreach-packet", "subject_name": "NZ Super/HOOPP outreach packet", "subject_type": "sovereign_and_public_pension_packet", "updated_at": "2026-06-20 08:38:33"}
{"amount": "", "attrs": {"aeo_asset_to_publish": "Advisor one-pager plus platform-compatible DDQ/ODD brief", "as_of_date": "2026-06-19", "kill_rule": "Kill if the advisor prompt or marketplace fields cannot resolve to current platform-retrievable content.", "next_action": "Normalize the platform fields before publishing any advisor-facing copy.", "order_index": 9, "output_artifact": "data/recovered_loop_tick84_cais_icapital_outreach_packet.json", "owner_or_gatekeeper": "CAIS advisor intelligence / iCapital marketplace and diligence reviewers", "priority_rank": 9, "required_docs": ["docs/quant-consultant-private-wealth-extraction-queue.md", "docs/quant-aeo-geo-content-backlog.md", "docs/quant-pitch-workflow-packets.md"], "sme_call": "Ask which advisor prompts or diligence fields are mandatory versus merely useful for discovery.", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md; docs/quant-aeo-geo-content-backlog.md; data/recovered_loop_tick74_private_wealth_platform_onboarding_fields.json", "source_proof_to_fetch": ["data/recovered_loop_tick74_private_wealth_platform_onboarding_fields.json", "data/recovered_loop_tick81_current_pitch_execution_queue.json", "data/recovered_loop_tick42_workflow_retrieval_signals.json"]}, "confidence": 0.5, "created_at": "2026-06-20 08:38:33", "deadline": null, "id": "outreach-packet-order-cais-icapital-outreach-packet-open", "next_review": null, "signal_date": null, "signal_type": "outreach_packet_order", "status": "open", "strategy": "", "subject_id": "cais-icapital-outreach-packet", "subject_name": "CAIS/iCapital outreach packet", "subject_type": "advisor_platform_packet", "updated_at": "2026-06-20 08:38:33"}
{"amount": "", "attrs": {"aeo_asset_to_publish": "Consultant-ready manager brief plus manager-portal mirror", "as_of_date": "2026-06-19", "kill_rule": "Kill if the route stays generic and no current alternatives, manager-research, or ODD workflow proof appears after two checks.", "next_action": "Split the consultant gatekeeper from the direct buyer before building the brief.", "order_index": 10, "output_artifact": "data/recovered_loop_tick84_nepc_callan_aksia_outreach_packet.json", "owner_or_gatekeeper": "NEPC alternatives / Callan research and RFP networks / Aksia hedge-fund and ODD leadership", "priority_rank": 10, "required_docs": ["docs/quant-consultant-private-wealth-extraction-queue.md", "docs/quant-pitch-calendar.md", "docs/quant-board-packet-extraction-queue.md"], "sme_call": "Ask whether the first screen is NEPC, Callan, or Aksia and which team owns alternatives review today.", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md; docs/quant-pitch-calendar.md; data/recovered_loop_tick31_consultant_gatekeeper_people.json", "source_proof_to_fetch": ["data/recovered_loop_tick31_consultant_gatekeeper_people.json", "data/recovered_loop_tick12_hidden_gatekeepers.json", "data/recovered_loop_tick81_current_pitch_execution_queue.json"]}, "confidence": 0.5, "created_at": "2026-06-20 08:38:33", "deadline": null, "id": "outreach-packet-order-nepc-callan-aksia-outreach-packet-open", "next_review": null, "signal_date": null, "signal_type": "outreach_packet_order", "status": "open", "strategy": "", "subject_id": "nepc-callan-aksia-outreach-packet", "subject_name": "NEPC/Callan/Aksia outreach packet", "subject_type": "consultant_packet", "updated_at": "2026-06-20 08:38:33"}
{"amount": "", "attrs": {"aeo_asset_to_publish": "OCIO intake packet plus consultant-screen mirror", "as_of_date": "2026-06-19", "kill_rule": "Kill if the route cannot be tied to a live manager-screening or fiduciary workflow after two checks.", "next_action": "Treat the OCIO layer as the gatekeeper until a live manager-screening workflow is proven.", "order_index": 11, "output_artifact": "data/recovered_loop_tick84_corporate_ocio_outreach_packet.json", "owner_or_gatekeeper": "CAPTRUST / Russell Investments / consultant-facing corporate-pension gatekeepers", "priority_rank": 11, "required_docs": ["docs/quant-pitch-workflow-packets.md", "docs/quant-consultant-private-wealth-extraction-queue.md", "docs/quant-pitch-calendar.md"], "sme_call": "Ask whether the first buyer is the corporate plan, the OCIO team, or the fiduciary adviser screen.", "source_path": "docs/quant-pitch-workflow-packets.md; docs/quant-consultant-private-wealth-extraction-queue.md; data/recovered_loop_tick83_corporate_pension_ocio_routes.json", "source_proof_to_fetch": ["data/recovered_loop_tick83_corporate_pension_ocio_routes.json", "data/recovered_loop_tick81_monitor_split_official_vs_sme.json", "data/recovered_loop_tick12_hidden_gatekeepers.json"]}, "confidence": 0.5, "created_at": "2026-06-20 08:38:33", "deadline": null, "id": "outreach-packet-order-corporate-ocio-outreach-packet-open", "next_review": null, "signal_date": null, "signal_type": "outreach_packet_order", "status": "open", "strategy": "", "subject_id": "corporate-ocio-outreach-packet", "subject_name": "Corporate/OCIO outreach packet", "subject_type": "corporate_pension_packet", "updated_at": "2026-06-20 08:38:33"}
{"amount": "", "attrs": {"action": "Run this call first because the July 15 deadline is the most time-sensitive active window.", "pattern": "Official intake paths can fail on attachment and addenda mechanics even when the RFP notice is public.", "priority_rank": 1, "sme_verify": "Are the attachments/addenda public, and what exact submission path is required?", "source_path": "data/recovered_loop_tick84_account_priority_rescore.json; data/recovered_loop_tick84_outreach_packet_production_order.json"}, "confidence": 0.92, "created_at": "2026-06-20 08:38:33", "deadline": null, "id": "sme-call-sprint-nyc-bam-attachment-and-submission-sme-call-deadline-critical-official-submission-validation-2026-06-20-open", "next_review": null, "signal_date": "2026-06-20", "signal_type": "sme_call_sprint", "status": "open", "strategy": "deadline-critical official submission validation", "subject_id": "nyc-bam-attachment-and-submission-sme-call", "subject_name": "NYC BAM attachment and submission SME call", "subject_type": "sme_call_task", "updated_at": "2026-06-20 08:38:33"}
{"amount": "", "attrs": {"action": "Validate eVestment versus direct-sponsor sequence before producing the final CalPERS packet.", "pattern": "Standing-open opportunities can still require staff sponsorship to move beyond database completeness.", "priority_rank": 2, "sme_verify": "Is eVestment sufficient alone, or does CalPERS want a direct staff sponsor?", "source_path": "data/recovered_loop_tick73_calpers_evestment_go_no_go_fields.json; data/recovered_loop_tick84_account_priority_rescore.json"}, "confidence": 0.9, "created_at": "2026-06-20 08:38:33", "deadline": null, "id": "sme-call-sprint-calpers-evestment-and-direct-sponsor-sme-call-standing-intake-workflow-validation-2026-06-20-open", "next_review": null, "signal_date": "2026-06-20", "signal_type": "sme_call_sprint", "status": "open", "strategy": "standing intake workflow validation", "subject_id": "calpers-evestment-and-direct-sponsor-sme-call", "subject_name": "CalPERS eVestment and direct-sponsor SME call", "subject_type": "sme_call_task", "updated_at": "2026-06-20 08:38:33"}
{"amount": "", "attrs": {"action": "Use this call to decide whether NEPC/Callan/Aksia packets lead with investment thesis, ODD, database fields, or committee memo.", "pattern": "The consultant brand is less important than the person or workflow owning the first screen.", "priority_rank": 3, "sme_verify": "Who owns the first screen and what evidence changes shortlist inclusion?", "source_path": "data/recovered_loop_tick79_consultant_database_mapping.json; data/recovered_loop_tick84_outreach_packet_production_order.json"}, "confidence": 0.88, "created_at": "2026-06-20 08:38:33", "deadline": null, "id": "sme-call-sprint-consultant-screen-ownership-sme-call-hidden-shortlist-owner-validation-2026-06-20-open", "next_review": null, "signal_date": "2026-06-20", "signal_type": "sme_call_sprint", "status": "open", "strategy": "hidden shortlist owner validation", "subject_id": "consultant-screen-ownership-sme-call", "subject_name": "Consultant screen ownership SME call", "subject_type": "sme_call_task", "updated_at": "2026-06-20 08:38:33"}
{"amount": "", "attrs": {"action": "Validate mandatory CAIS/iCapital fields before platform packet production.", "pattern": "Advisor platform discovery depends on listability fields, not just an institutional-quality memo.", "priority_rank": 4, "sme_verify": "Which advisor prompt or diligence field is mandatory versus helpful?", "source_path": "data/recovered_loop_tick82_platform_packet_templates.json; data/recovered_loop_tick84_outreach_packet_production_order.json"}, "confidence": 0.86, "created_at": "2026-06-20 08:38:33", "deadline": null, "id": "sme-call-sprint-advisor-platform-field-sme-call-platform-listability-validation-2026-06-20-open", "next_review": null, "signal_date": "2026-06-20", "signal_type": "sme_call_sprint", "status": "open", "strategy": "platform listability validation", "subject_id": "advisor-platform-field-sme-call", "subject_name": "Advisor platform field SME call", "subject_type": "sme_call_task", "updated_at": "2026-06-20 08:38:33"}
{"amount": "", "attrs": {"action": "Validate whether corporate-pension and fiduciary routes are plan-led, consultant-led, or OCIO-led before outreach.", "pattern": "Delegated capital routes can make the named asset owner the wrong first buyer.", "priority_rank": 5, "sme_verify": "Is the first buyer the plan, OCIO team, fiduciary adviser, or consultant database?", "source_path": "data/recovered_loop_tick83_corporate_pension_ocio_routes.json; data/recovered_loop_tick84_account_priority_rescore.json"}, "confidence": 0.84, "created_at": "2026-06-20 08:38:33", "deadline": null, "id": "sme-call-sprint-corporate-ocio-buyer-sme-call-delegated-buyer-validation-2026-06-20-open", "next_review": null, "signal_date": "2026-06-20", "signal_type": "sme_call_sprint", "status": "open", "strategy": "delegated-buyer validation", "subject_id": "corporate-ocio-buyer-sme-call", "subject_name": "Corporate OCIO buyer SME call", "subject_type": "sme_call_task", "updated_at": "2026-06-20 08:38:33"}
{"amount": "", "attrs": {"action": "Build the advisor one-pager plus platform-compatible DDQ/ODD brief once mandatory CAIS/iCapital fields are confirmed.", "pattern": "Advisor-platform discovery depends on listability fields and prompt-retrievable education, not institutional RFP prose.", "priority_rank": 1, "sme_verify": "Which advisor prompt or diligence field is mandatory versus merely helpful?", "source_path": "data/recovered_loop_tick84_outreach_packet_production_order.json; data/recovered_loop_tick82_platform_packet_templates.json"}, "confidence": 0.88, "created_at": "2026-06-20 08:40:50", "deadline": null, "id": "outreach-packet-blueprint-cais-icapital-outreach-packet-blueprint-advisor-platform-discovery-and-diligence-2026-06-20-open", "next_review": null, "signal_date": "2026-06-20", "signal_type": "outreach_packet_blueprint", "status": "open", "strategy": "advisor-platform discovery and diligence", "subject_id": "cais-icapital-outreach-packet-blueprint", "subject_name": "CAIS iCapital outreach packet blueprint", "subject_type": "outreach_packet_blueprint", "updated_at": "2026-06-20 08:40:50"}
{"amount": "", "attrs": {"action": "Build a common consultant packet and branch into NEPC research, Callan RFP, and Aksia ODD variants after first-screen ownership is confirmed.", "pattern": "Consultant gatekeeper work needs both investment screen and operational-diligence evidence.", "priority_rank": 2, "sme_verify": "Who owns the first screen and what evidence changes shortlist inclusion?", "source_path": "data/recovered_loop_tick84_outreach_packet_production_order.json; data/recovered_loop_tick79_consultant_database_mapping.json"}, "confidence": 0.89, "created_at": "2026-06-20 08:40:50", "deadline": null, "id": "outreach-packet-blueprint-nepc-callan-aksia-outreach-packet-blueprint-consultant-shortlist-and-odd-clearance-2026-06-20-open", "next_review": null, "signal_date": "2026-06-20", "signal_type": "outreach_packet_blueprint", "status": "open", "strategy": "consultant shortlist and ODD clearance", "subject_id": "nepc-callan-aksia-outreach-packet-blueprint", "subject_name": "NEPC Callan Aksia outreach packet blueprint", "subject_type": "outreach_packet_blueprint", "updated_at": "2026-06-20 08:40:50"}
{"amount": "", "attrs": {"action": "Reuse the shared blueprint fields for every channel packet so production outputs remain comparable and auditable.", "pattern": "Reusable packet fields prevent drift across advisor, consultant, PDF, and deck surfaces.", "priority_rank": 3, "sme_verify": "Which fields differ by route and which can stay canonical?", "source_path": "data/recovered_loop_tick82_platform_packet_templates.json; data/recovered_loop_tick84_outreach_packet_production_order.json"}, "confidence": 0.9, "created_at": "2026-06-20 08:40:50", "deadline": null, "id": "packet-schema-private-wealth-and-consultant-shared-packet-schema-packet-production-reuse-2026-06-20-active", "next_review": null, "signal_date": "2026-06-20", "signal_type": "packet_schema", "status": "active", "strategy": "packet production reuse", "subject_id": "private-wealth-and-consultant-shared-packet-schema", "subject_name": "Private wealth and consultant shared packet schema", "subject_type": "schema", "updated_at": "2026-06-20 08:40:50"}
{"amount": "", "attrs": {"action": "Use the blueprint to draft the disclosure-tape packet, then publish the FAQ and route mirror after row normalization.", "next_production_action": "Build the packet summary and allocator-facing mirror from the latest disclosure rows.", "pattern": "NYSCRF is actionable when disclosure rows and emerging-manager language can be normalized into a manager-motion tape.", "priority_rank": 1, "sme_verify": "Which disclosure row type actually triggers a review cycle?", "source_path": "docs/quant-pitch-now-validation.md; data/recovered_loop_tick74_nyscrf_monthly_tape_schema_and_actions.json; data/recovered_loop_tick84_outreach_packet_production_order.json"}, "confidence": 0.95, "created_at": "2026-06-20 08:41:30", "deadline": null, "id": "packet-blueprint-nyscrf-monthly-tape-outreach-packet-blueprint-monthly-disclosure-tape-plus-emerging-manager-routing-2026-06-20-active", "next_review": null, "signal_date": "2026-06-20", "signal_type": "packet_blueprint", "status": "active", "strategy": "monthly disclosure tape plus emerging-manager routing", "subject_id": "nyscrf-monthly-tape-outreach-packet-blueprint", "subject_name": "NYSCRF monthly tape outreach packet blueprint", "subject_type": "outreach_packet_blueprint", "updated_at": "2026-06-20 08:41:30"}
{"amount": "", "attrs": {"action": "Use the blueprint to resolve whether PCS is manager-facing before creating the final outreach packet.", "next_production_action": "Extract the dated PRIM board or procurement record and then draft the outreach packet.", "pattern": "MassPRIM PCS only becomes pitchable when a dated official record proves the route is current and manager-facing.", "priority_rank": 2, "sme_verify": "Is PCS manager-facing, consultant-facing, or internal-only?", "source_path": "data/recovered_loop_tick81_monitor_split_official_vs_sme.json; data/recovered_loop_tick83_corporate_pension_ocio_routes.json; data/recovered_loop_tick84_account_priority_rescore.json"}, "confidence": 0.88, "created_at": "2026-06-20 08:41:30", "deadline": null, "id": "packet-blueprint-massprim-pcs-outreach-packet-blueprint-managed-account-and-pcs-route-validation-2026-06-20-weak-evidence", "next_review": null, "signal_date": "2026-06-20", "signal_type": "packet_blueprint", "status": "weak_evidence", "strategy": "managed-account and PCS route validation", "subject_id": "massprim-pcs-outreach-packet-blueprint", "subject_name": "MassPRIM PCS outreach packet blueprint", "subject_type": "outreach_packet_blueprint", "updated_at": "2026-06-20 08:41:30"}
{"amount": "", "attrs": {"aeo_assets_to_publish": ["RFP response pack", "searchable addenda mirror", "award-path mirror", "passive-transition appendix", "source-backed FAQ page"], "as_of_date": "2026-06-20", "deadline_window": "2026-07-15", "kill_rule": "Kill if the attachment, addendum, or award-path URLs cannot be captured from the board page after two checks.", "missing_proof": ["specific attachment URLs", "specific addendum URLs", "award-path metadata", "exact consultant-database names", "exact submission method", "download-form fields"], "next_production_action": "Extract the attachments and addenda, mirror the award path, and draft the response brief.", "official_proof_to_attach": ["NYC Comptroller RFP board page", "passive-indexing notice", "attachments and addenda URLs", "consultant-database submission workflow", "2017-to-2026 replacement-cycle proof"], "output_artifact_names": ["data/recovered_loop_tick85_nyc_bam_packet_blueprint.json", "data/recovered_loop_tick85_nyc_bam_response_packet.json", "data/recovered_loop_tick85_nyc_bam_aeo_mirror.json"], "packet_sections": ["notice_summary", "attachments_and_addenda_index", "consultant_database_submission_path", "deadline_and_question_window", "scope_and_participating_systems", "replacement_cycle_proof", "response_checklist", "aeo_geo_mirror"], "priority_rank": 1, "sme_call": "Ask whether the attachments and addenda are public on the board page, and what exact consultant-database or submission path is required before the July 15 close.", "sme_verify": "Are the attachments and addenda public, and what exact submission path is required?", "source_path": "docs/quant-pitch-calendar.md; docs/quant-board-packet-extraction-queue.md; data/recovered_loop_tick73_nyc_bam_response_packet_requirements.json; data/recovered_loop_tick81_current_pitch_execution_queue.json; data/recovered_loop_tick84_account_priority_rescore.json; data/recovered_loop_tick84_outreach_packet_production_order.json", "submission_intake_path": "NYC Comptroller RFP board page -> passive-indexing notice -> attachments and addenda -> consultant-database submission workflow -> internal investment committee packet"}, "confidence": 0.5, "created_at": "2026-06-20 08:42:37", "deadline": null, "id": "outreach-packet-blueprint-nyc-bam-outreach-packet-blueprint-active", "next_review": null, "signal_date": null, "signal_type": "outreach_packet_blueprint", "status": "active", "strategy": "", "subject_id": "nyc-bam-outreach-packet-blueprint", "subject_name": "NYC BAM outreach packet blueprint", "subject_type": "packet_blueprint", "updated_at": "2026-06-20 08:42:37"}
{"amount": "", "attrs": {"aeo_assets_to_publish": ["registration-ready profile", "secure proposal-portal fallback page", "FAQ / FinancialProduct schema page", "fee-liquidity-capacity table", "PDF mirror"], "as_of_date": "2026-06-20", "deadline_window": "ongoing", "kill_rule": "Kill if the eVestment screen or proposal portal still offers only generic guidance after two checks.", "missing_proof": ["current eVestment field labels", "current minimum-qualification thresholds by strategy", "whether direct staff sponsorship is required", "exact proposal triage route", "exact referral conditions for the emerging-manager adviser lane"], "next_production_action": "Refresh the proposal and eVestment packet and keep the direct-contact fallback ready.", "official_proof_to_attach": ["CalPERS proposal portal", "public investment manager opportunities page", "eVestment manager-opportunities screen", "direct proposal submission page", "GIPS and registration threshold proof"], "output_artifact_names": ["data/recovered_loop_tick85_calpers_packet_blueprint.json", "data/recovered_loop_tick85_calpers_proposal_packet.json", "data/recovered_loop_tick85_calpers_aeo_mirror.json"], "packet_sections": ["intake_summary", "evestment_qualification_screen", "direct_proposal_fallback", "strategy_summary_and_fit", "performance_risk_appendix", "fees_liquidity_capacity", "registration_and_ops_controls", "contacts_and_follow_up", "aeo_geo_mirror"], "priority_rank": 2, "sme_call": "Ask whether eVestment completeness is enough, or whether CalPERS still wants a direct staff sponsor first.", "sme_verify": "Is eVestment sufficient alone, or does CalPERS want a direct staff sponsor first?", "source_path": "docs/quant-pitch-calendar.md; docs/quant-pitch-now-validation.md; docs/quant-board-packet-extraction-queue.md; data/recovered_loop_tick73_calpers_evestment_go_no_go_fields.json; data/recovered_loop_tick81_current_pitch_execution_queue.json; data/recovered_loop_tick84_account_priority_rescore.json; data/recovered_loop_tick84_outreach_packet_production_order.json", "submission_intake_path": "If the strategy clears thresholds, use Nasdaq eVestment first; if not, use the secure CalPERS proposal portal and keep the direct-contact fallback ready."}, "confidence": 0.5, "created_at": "2026-06-20 08:42:37", "deadline": null, "id": "outreach-packet-blueprint-calpers-outreach-packet-blueprint-active", "next_review": null, "signal_date": null, "signal_type": "outreach_packet_blueprint", "status": "active", "strategy": "", "subject_id": "calpers-outreach-packet-blueprint", "subject_name": "CalPERS outreach packet blueprint", "subject_type": "packet_blueprint", "updated_at": "2026-06-20 08:42:37"}
{"amount": "", "attrs": {"action": "Build the disclosure-tape packet and source-backed FAQ after latest PDF row normalization.", "pattern": "Monthly disclosure rows can expose manager motion before broad annual-report narratives.", "priority_rank": 1, "sme_verify": "Which disclosure row type actually triggers a review cycle?", "source_path": "data/recovered_loop_tick74_nyscrf_monthly_tape_schema_and_actions.json; data/recovered_loop_tick85_nyscrf_massprim_packet_blueprints.json"}, "confidence": 0.91, "created_at": "2026-06-20 08:44:43", "deadline": null, "id": "packet-artifact-nyscrf-monthly-tape-packet-artifact-monthly-disclosure-tape-and-manager-motion-classification-2026-06-20-open", "next_review": null, "signal_date": "2026-06-20", "signal_type": "packet_artifact", "status": "open", "strategy": "monthly disclosure tape and manager-motion classification", "subject_id": "nyscrf-monthly-tape-packet-artifact", "subject_name": "NYSCRF monthly tape packet artifact", "subject_type": "packet_artifact", "updated_at": "2026-06-20 08:44:43"}
{"amount": "", "attrs": {"action": "Keep the proof-gap mirror active while resolving whether PCS is manager-facing.", "pattern": "Managed-account routes are pitchable only when the official surface proves manager-facing intake or consultant routing.", "priority_rank": 2, "sme_verify": "Is PCS manager-facing, consultant-facing, or internal-only?", "source_path": "data/recovered_loop_tick81_monitor_split_official_vs_sme.json; data/recovered_loop_tick85_nyscrf_massprim_packet_blueprints.json"}, "confidence": 0.84, "created_at": "2026-06-20 08:44:43", "deadline": null, "id": "packet-artifact-massprim-pcs-packet-artifact-managed-account-and-pcs-route-validation-2026-06-20-weak-evidence", "next_review": null, "signal_date": "2026-06-20", "signal_type": "packet_artifact", "status": "weak_evidence", "strategy": "managed-account and PCS route validation", "subject_id": "massprim-pcs-packet-artifact", "subject_name": "MassPRIM PCS packet artifact", "subject_type": "packet_artifact", "updated_at": "2026-06-20 08:44:43"}
{"amount": "", "attrs": {"action": "Produce one canonical packet that can go through eVestment when thresholds pass or through the direct proposal route when they do not.", "pattern": "CalPERS is already represented in the corpus as a live intake surface with a threshold screen and a fallback submission path.", "sme_verify": "Should the packet be optimized first for eVestment completeness or for direct-proposal clarity?", "source_path": "docs/quant-pitch-calendar.md; docs/quant-board-packet-extraction-queue.md; data/recovered_loop_tick84_account_priority_rescore.json"}, "confidence": 0.97, "created_at": "2026-06-20 08:45:47", "deadline": null, "id": "packet-artifact-build-calpers-packet-artifact-manager-profile-plus-dual-route-submission-packet-2026-06-20-active", "next_review": null, "signal_date": "2026-06-20", "signal_type": "packet_artifact_build", "status": "active", "strategy": "manager-profile plus dual-route submission packet", "subject_id": "calpers-packet-artifact", "subject_name": "CalPERS packet artifact", "subject_type": "allocator_packet", "updated_at": "2026-06-20 08:45:47"}
{"amount": "", "attrs": {"action": "Use the eVestment route only after the active threshold set is satisfied and the manager profile is fully current.", "pattern": "Missing any required history, performance, AUM, composite, or registration item should keep the route on monitor until fixed.", "sme_verify": "Is the threshold screen asset-class specific in practice for this strategy, or does CalPERS apply one universal filter?", "source_path": "docs/quant-pitch-calendar.md; docs/quant-pitch-now-validation.md; data/recovered_loop_tick73_calpers_evestment_go_no_go_fields.json"}, "confidence": 0.99, "created_at": "2026-06-20 08:45:47", "deadline": null, "id": "evestment-threshold-screen-calpers-public-investment-manager-opportunities-public-market-manager-registration-screen-2026-06-20-monitor", "next_review": null, "signal_date": "2026-06-20", "signal_type": "evestment_threshold_screen", "status": "monitor", "strategy": "public-market manager registration screen", "subject_id": "calpers-public-investment-manager-opportunities", "subject_name": "CalPERS Public Investment Manager Opportunities", "subject_type": "allocator_surface", "updated_at": "2026-06-20 08:45:47"}
{"amount": "", "attrs": {"action": "Send the fallback packet when the strategy does not clear the eVestment screen or when a direct staff sponsor is required first.", "pattern": "The secure proposal portal is the durable fallback path and should remain ready even when eVestment is the preferred route.", "sme_verify": "Does the proposal portal triage centrally or route immediately to an asset-class team?", "source_path": "docs/quant-board-packet-extraction-queue.md; docs/quant-pitch-calendar.md; data/recovered_loop_tick84_account_priority_rescore.json"}, "confidence": 0.96, "created_at": "2026-06-20 08:45:47", "deadline": null, "id": "direct-proposal-fallback-calpers-investment-proposal-submission-unsolicited-direct-proposal-intake-2026-06-20-go", "next_review": null, "signal_date": "2026-06-20", "signal_type": "direct_proposal_fallback", "status": "go", "strategy": "unsolicited direct proposal intake", "subject_id": "calpers-investment-proposal-submission", "subject_name": "CalPERS Investment Proposal Submission", "subject_type": "allocator_surface", "updated_at": "2026-06-20 08:45:47"}
{"amount": "", "attrs": {"action": "Publish the mirrored sections so allocator-facing and answer-engine-facing users see the same evidence, thresholds, and routing language.", "pattern": "The repo backlog explicitly calls for manager profiles, performance and terms fields, and evidence pages that answer engines can retrieve.", "sme_verify": "Which mirror sections are mandatory for retrieval and which are only supportive?", "source_path": "docs/quant-aeo-geo-content-backlog.md; docs/quant-consultant-private-wealth-extraction-queue.md"}, "confidence": 0.9, "created_at": "2026-06-20 08:45:47", "deadline": null, "id": "aeo-mirror-readiness-calpers-aeo-mirror-sections-allocator-search-and-answer-engine-discovery-2026-06-20-active", "next_review": null, "signal_date": "2026-06-20", "signal_type": "aeo_mirror_readiness", "status": "active", "strategy": "allocator-search and answer-engine discovery", "subject_id": "calpers-aeo-mirror-sections", "subject_name": "CalPERS AEO mirror sections", "subject_type": "content_bundle", "updated_at": "2026-06-20 08:45:47"}
{"amount": "", "attrs": {"action": "Use the executive summary, checklist, official proof appendix, AEO mirror, SME script, and production tasks as the output packet.", "deadline_window": "2026-07-15", "pattern": "A blueprint becomes operational only when the packet includes a checklist, proof appendix, and exact next actions.", "priority_rank": 1, "required_packet_delta": "executive summary, response checklist, official proof appendix, missing addenda and attachment fields, AEO mirror sections, SME call script, kill rule, and next production tasks", "sme_verify": "Are the attachment and addendum URLs public on the board page, or gated behind a consultant/contact flow?", "source_path": "docs/quant-pitch-workflow-packets.md; docs/quant-board-packet-extraction-queue.md; data/recovered_loop_tick73_nyc_bam_response_packet_requirements.json; data/recovered_loop_tick85_nyc_bam_calpers_packet_blueprints.json"}, "confidence": 0.5, "created_at": "2026-06-20 08:46:18", "deadline": null, "id": "packet-artifact-build-nyc-bam-packet-artifact-field-the-nyc-bam-response-packet-as-a-concrete-artifact-rather-than-a-blueprint-active", "next_review": null, "signal_date": null, "signal_type": "packet_artifact_build", "status": "active", "strategy": "field the NYC BAM response packet as a concrete artifact rather than a blueprint", "subject_id": "nyc-bam-packet-artifact", "subject_name": "NYC BAM packet artifact", "subject_type": "packet_artifact", "updated_at": "2026-06-20 08:46:18"}
{"amount": "", "attrs": {"action": "Normalize attachment URLs, addendum URLs, and award-path metadata from the official board page.", "pattern": "The repo already captured the notice page and deadline; the remaining gap is the document-level attachment and addendum capture.", "required_packet_delta": "specific attachment URLs, specific addendum URLs, award-path metadata, exact consultant-database names, exact submission method, download-form fields", "sme_verify": "Which consultants' databases count for the July 15 submission requirement, and are the addenda public or gated?", "source_path": "data/recovered_loop_tick70_parent_live_verified_official_sources.json; data/recovered_loop_tick71_official_packet_download_and_field_queue.json; data/recovered_loop_tick80_official_fetch_tasks_high_priority.json"}, "confidence": 0.98, "created_at": "2026-06-20 08:46:18", "deadline": null, "id": "official-proof-appendix-gap-nyc-bam-official-proof-appendix-board-page-proof-capture-2026-06-20-open", "next_review": null, "signal_date": "2026-06-20", "signal_type": "official_proof_appendix_gap", "status": "open", "strategy": "board-page proof capture", "subject_id": "nyc-bam-official-proof-appendix", "subject_name": "NYC BAM official proof appendix", "subject_type": "packet_section", "updated_at": "2026-06-20 08:46:18"}
{"amount": "", "attrs": {"action": "Record the exact submission method and download-form fields before the packet is treated as pitchable.", "pattern": "A notice page is not operationally complete until the routing fields and document URLs are explicit.", "required_packet_delta": "attachment URLs, addendum URLs, award-path metadata, consultant-database names, submission method, download-form fields", "sme_verify": "What exact submission method does NYC BAM require before July 15, 2026?", "source_path": "data/recovered_loop_tick73_nyc_bam_response_packet_requirements.json; data/recovered_loop_tick81_current_pitch_execution_queue.json; data/recovered_loop_tick84_sme_call_sprint_plan.json"}, "confidence": 0.97, "created_at": "2026-06-20 08:46:18", "deadline": null, "id": "submission-workflow-gap-nyc-bam-missing-addenda-and-attachment-fields-submission-normalization-2026-06-20-open", "next_review": null, "signal_date": "2026-06-20", "signal_type": "submission_workflow_gap", "status": "open", "strategy": "submission normalization", "subject_id": "nyc-bam-missing-addenda-and-attachment-fields", "subject_name": "NYC BAM missing addenda and attachment fields", "subject_type": "packet_section", "updated_at": "2026-06-20 08:46:18"}
{"amount": "", "attrs": {"action": "Kill the packet if the attachment, addendum, or award-path URLs cannot be captured from the board page after two checks.", "pattern": "The loop should not promote a packet that still depends on guesswork about official intake mechanics.", "required_packet_delta": "attachment URLs, addendum URLs, award-path metadata, consultant-database names, submission method", "sme_verify": "After two checks, is the packet still blocked on official proof rather than execution details?", "source_path": "data/recovered_loop_tick85_nyc_bam_calpers_packet_blueprints.json; data/recovered_loop_tick84_sme_call_sprint_plan.json; docs/quant-loop-operating-schedule.md"}, "confidence": 0.99, "created_at": "2026-06-20 08:46:18", "deadline": null, "id": "kill-rule-gate-nyc-bam-packet-production-hard-stop-loss-for-unresolved-board-page-proof-2026-06-20-open", "next_review": null, "signal_date": "2026-06-20", "signal_type": "kill_rule_gate", "status": "open", "strategy": "hard stop-loss for unresolved board-page proof", "subject_id": "nyc-bam-packet-production", "subject_name": "NYC BAM packet production", "subject_type": "packet_artifact", "updated_at": "2026-06-20 08:46:18"}
{"amount": "", "attrs": {"action": "Publish advisor one-pager and FAQ mirror only after mandatory platform fields are separated from helpful fields.", "pattern": "Private-wealth AEO needs advisor workflow language and platform field discipline.", "priority_rank": 1, "sme_verify": "Which field changes listability or recommendation?", "source_path": "data/recovered_loop_tick85_private_wealth_consultant_packet_blueprints.json; data/recovered_loop_tick82_answer_engine_query_test_checklists.json"}, "confidence": 0.88, "created_at": "2026-06-20 08:48:20", "deadline": null, "id": "aeo-mirror-artifact-cais-icapital-aeo-mirror-artifact-advisor-platform-answer-engine-discovery-2026-06-20-open", "next_review": null, "signal_date": "2026-06-20", "signal_type": "aeo_mirror_artifact", "status": "open", "strategy": "advisor-platform answer-engine discovery", "subject_id": "cais-icapital-aeo-mirror-artifact", "subject_name": "CAIS iCapital AEO mirror artifact", "subject_type": "aeo_mirror", "updated_at": "2026-06-20 08:48:20"}
{"amount": "", "attrs": {"action": "Publish shared consultant page and variants after first-screen owner is validated.", "pattern": "Consultant AEO must preserve the distinction between manager profile, ODD, and client retrieval surfaces.", "priority_rank": 2, "sme_verify": "Who owns the first screen and what evidence changes shortlist inclusion?", "source_path": "data/recovered_loop_tick85_private_wealth_consultant_packet_blueprints.json; data/recovered_loop_tick79_consultant_database_mapping.json"}, "confidence": 0.89, "created_at": "2026-06-20 08:48:20", "deadline": null, "id": "aeo-mirror-artifact-nepc-callan-aksia-aeo-mirror-artifact-consultant-shortlist-and-odd-retrieval-2026-06-20-open", "next_review": null, "signal_date": "2026-06-20", "signal_type": "aeo_mirror_artifact", "status": "open", "strategy": "consultant shortlist and ODD retrieval", "subject_id": "nepc-callan-aksia-aeo-mirror-artifact", "subject_name": "NEPC Callan Aksia AEO mirror artifact", "subject_type": "aeo_mirror", "updated_at": "2026-06-20 08:48:20"}
{"amount": "", "attrs": {"action": "Publish the NYSCRF FAQ mirror after validating row normalization and keep the monthly PDF and emerging-manager page in the source appendix.", "next_production_action": "Ship the NYSCRF mirror page and keep the FAQ aligned with the normalized tape fields.", "pattern": "Monthly disclosures become useful only when the answer engine can recover the row-level manager motion and the appendix points to the live source.", "priority_rank": 1, "sme_verify": "Does the monthly disclosure row type actually trigger review or replacement motion?", "source_path": "data/recovered_loop_tick86_nyscrf_massprim_packet_artifacts.json; data/recovered_loop_tick74_nyscrf_monthly_tape_schema_and_actions.json; docs/quant-aeo-geo-content-backlog.md"}, "confidence": 0.93, "created_at": "2026-06-20 08:49:42", "deadline": null, "id": "aeo-faq-mirror-nyscrf-monthly-tape-aeo-faq-mirror-answer-first-disclosure-tape-mirror-2026-06-20-active", "next_review": null, "signal_date": "2026-06-20", "signal_type": "aeo_faq_mirror", "status": "active", "strategy": "answer-first disclosure tape mirror", "subject_id": "nyscrf-monthly-tape-aeo-faq-mirror", "subject_name": "NYSCRF monthly tape AEO/FAQ mirror", "subject_type": "aeo_faq_mirror_artifact", "updated_at": "2026-06-20 08:49:42"}
{"amount": "", "attrs": {"action": "Keep the PCS mirror gated until a dated PRIM board, procurement, or platform record proves the route is manager-facing.", "next_production_action": "Resolve the dated official PRIM record and only then publish the final PCS FAQ mirror.", "pattern": "Managed-account routes are pitchable only when the official surface proves current access and route ownership.", "priority_rank": 2, "sme_verify": "Is PCS manager-facing, consultant-facing, or internal-only?", "source_path": "data/recovered_loop_tick86_nyscrf_massprim_packet_artifacts.json; data/recovered_loop_tick81_monitor_split_official_vs_sme.json; docs/quant-aeo-geo-content-backlog.md"}, "confidence": 0.84, "created_at": "2026-06-20 08:49:42", "deadline": null, "id": "aeo-faq-mirror-massprim-pcs-aeo-faq-mirror-proof-gated-pcs-route-validation-2026-06-20-weak-evidence", "next_review": null, "signal_date": "2026-06-20", "signal_type": "aeo_faq_mirror", "status": "weak_evidence", "strategy": "proof-gated PCS route validation", "subject_id": "massprim-pcs-aeo-faq-mirror", "subject_name": "MassPRIM PCS AEO/FAQ mirror", "subject_type": "aeo_faq_mirror_artifact", "updated_at": "2026-06-20 08:49:42"}
{"amount": "", "attrs": {"action": "Publish the NYC BAM mirror only after the board-page attachments, addenda, and award-path metadata are normalized.", "pattern": "Allocator-facing search surfaces need the deadline, intake path, and replacement proof inline, not buried in the appendix.", "priority_rank": 1, "sme_verify": "Are the attachments/addenda public, and is the submission path specific enough to act on today?", "source_path": "docs/quant-pitch-calendar.md; data/recovered_loop_tick86_nyc_bam_packet_artifact.json; data/recovered_loop_tick73_nyc_bam_response_packet_requirements.json"}, "confidence": 0.97, "created_at": "2026-06-20 08:50:56", "deadline": null, "id": "aeo-mirror-build-nyc-bam-aeo-faq-mirror-pack-answer-engine-and-faq-publication-for-the-nyc-bam-packet-artifact-2026-06-20-active", "next_review": null, "signal_date": "2026-06-20", "signal_type": "aeo_mirror_build", "status": "active", "strategy": "answer-engine and FAQ publication for the NYC BAM packet artifact", "subject_id": "nyc-bam-aeo-faq-mirror-pack", "subject_name": "NYC BAM AEO/FAQ mirror pack", "subject_type": "content_asset", "updated_at": "2026-06-20 08:50:56"}
{"amount": "", "attrs": {"action": "Publish the CalPERS mirror only after the threshold route and direct-proposal fallback remain clearly separated.", "pattern": "Standing-intake allocators still require route clarity, threshold language, and a readable fallback path.", "priority_rank": 2, "sme_verify": "Is eVestment enough alone, or does CalPERS still want a direct staff sponsor first?", "source_path": "docs/quant-pitch-calendar.md; docs/quant-pitch-now-validation.md; data/recovered_loop_tick86_calpers_packet_artifact.json"}, "confidence": 0.96, "created_at": "2026-06-20 08:50:56", "deadline": null, "id": "aeo-mirror-build-calpers-aeo-faq-mirror-pack-answer-engine-and-faq-publication-for-the-calpers-packet-artifact-2026-06-20-active", "next_review": null, "signal_date": "2026-06-20", "signal_type": "aeo_mirror_build", "status": "active", "strategy": "answer-engine and FAQ publication for the CalPERS packet artifact", "subject_id": "calpers-aeo-faq-mirror-pack", "subject_name": "CalPERS AEO/FAQ mirror pack", "subject_type": "content_asset", "updated_at": "2026-06-20 08:50:56"}
{"amount": "", "attrs": {"action": "Run the four pass/fail queries after both mirrors exist and keep the fail cases as negative evidence if the answer engine misses the route or proof gap.", "pattern": "Good answer-engine pages answer the exact retrieval question and fail loudly when the route is not yet complete.", "priority_rank": 3, "sme_verify": "Would an allocator accept the first answer as operationally useful?", "source_path": "data/recovered_loop_tick82_answer_engine_query_test_checklists.json; data/recovered_loop_tick79_answer_engine_page_specs.json"}, "confidence": 0.94, "created_at": "2026-06-20 08:50:56", "deadline": null, "id": "aeo-query-test-aeo-query-test-checklist-query-routing-verification-2026-06-20-active", "next_review": null, "signal_date": "2026-06-20", "signal_type": "aeo_query_test", "status": "active", "strategy": "query-routing verification", "subject_id": "aeo-query-test-checklist", "subject_name": "AEO query-test checklist", "subject_type": "aeo_test", "updated_at": "2026-06-20 08:50:56"}
{"amount": "", "attrs": {"action": "Keep the mirrors in production queue until the NYC BAM and CalPERS SME calls resolve the remaining route ambiguity.", "pattern": "Answer-engine mirrors should not overclaim completeness when the underlying packet still has unresolved fields.", "priority_rank": 4, "sme_verify": "Which unresolved field still blocks publication?", "source_path": "data/recovered_loop_tick84_sme_call_sprint_plan.json; data/recovered_loop_tick81_monitor_split_official_vs_sme.json"}, "confidence": 0.95, "created_at": "2026-06-20 08:50:56", "deadline": null, "id": "production-queue-sme-verification-and-production-queue-verification-gated-publication-2026-06-20-open", "next_review": null, "signal_date": "2026-06-20", "signal_type": "production_queue", "status": "open", "strategy": "verification-gated publication", "subject_id": "sme-verification-and-production-queue", "subject_name": "SME verification and production queue", "subject_type": "task_queue", "updated_at": "2026-06-20 08:50:56"}
{"amount": "", "attrs": {"action": "Run the four account-specific queries on ChatGPT Search, Google AI Mode, Claude web search, and Perplexity after each mirror update.", "pattern": "Public answer engines must expose the route, packet, deadline, and proof gap before the mirror can be treated as useful for outreach.", "priority_rank": 1, "sme_verify": "Would this answer let a manager act without a second search?", "source_path": "docs/quant-aeo-geo-monitoring-matrix.md; data/recovered_loop_tick82_answer_engine_query_test_checklists.json"}, "confidence": 0.93, "created_at": "2026-06-20 08:53:18", "deadline": null, "id": "answer-engine-proof-fetch-public-answer-engine-capture-lane-public-aeo-geo-verification-for-allocator-pitch-now-pages-2026-06-20-open", "next_review": null, "signal_date": "2026-06-20", "signal_type": "answer_engine_proof_fetch", "status": "open", "strategy": "public AEO/GEO verification for allocator pitch-now pages", "subject_id": "public-answer-engine-capture-lane", "subject_name": "Public answer-engine capture lane", "subject_type": "proof_fetch_queue", "updated_at": "2026-06-20 08:53:18"}
{"amount": "", "attrs": {"action": "Capture Bloomberg ASKB, FactSet, AlphaSense, and Microsoft 365 Copilot answers where access exists; otherwise record access gaps as negative evidence.", "pattern": "Consultant and platform influence depends on retrieval inside workflow tools, not just public search visibility.", "priority_rank": 2, "sme_verify": "Which workspace is actually used for first-screen retrieval?", "source_path": "docs/quant-aeo-geo-monitoring-matrix.md; data/recovered_loop_tick87_private_wealth_consultant_aeo_mirrors.json"}, "confidence": 0.9, "created_at": "2026-06-20 08:53:18", "deadline": null, "id": "finance-workspace-proof-fetch-finance-workspace-capture-lane-hidden-workflow-verification-for-consultant-and-research-workspaces-2026-06-20-open", "next_review": null, "signal_date": "2026-06-20", "signal_type": "finance_workspace_proof_fetch", "status": "open", "strategy": "hidden-workflow verification for consultant and research workspaces", "subject_id": "finance-workspace-capture-lane", "subject_name": "Finance workspace capture lane", "subject_type": "proof_fetch_queue", "updated_at": "2026-06-20 08:53:18"}
{"amount": "", "attrs": {"action": "Promote a named tool-use claim only when a public source or SME call verifies it; otherwise keep it as a target-surface hypothesis.", "pattern": "AEO strategy benefits from knowing surfaces, but named decision-maker usage is a higher-evidence claim.", "priority_rank": 3, "sme_verify": "Can the named chatbot/workspace usage be cited or only used as private routing context?", "source_path": "docs/quant-aeo-geo-monitoring-matrix.md; data/recovered_loop_tick84_sme_call_sprint_plan.json"}, "confidence": 0.95, "created_at": "2026-06-20 08:53:18", "deadline": null, "id": "decision-maker-chatbot-use-gate-decision-maker-chatbot-use-evidence-gate-prevent-overclaiming-chatbot-usage-by-named-decision-makers-2026-06-20-active", "next_review": null, "signal_date": "2026-06-20", "signal_type": "decision_maker_chatbot_use_gate", "status": "active", "strategy": "prevent overclaiming chatbot usage by named decision makers", "subject_id": "decision-maker-chatbot-use-evidence-gate", "subject_name": "Decision-maker chatbot-use evidence gate", "subject_type": "validation_gate", "updated_at": "2026-06-20 08:53:18"}
{"amount": "", "attrs": {"action": "Create a weekly query log that preserves raw answers, citations, screenshots, pass/fail rows, and deltas after every production asset update.", "pattern": "Historical motion signals become useful only when surface behavior can be compared across dated runs.", "priority_rank": 4, "sme_verify": "Which answer changes would trigger outreach, rewrite, or downgrade?", "source_path": "docs/quant-aeo-geo-monitoring-matrix.md; data/recovered_loop_tick82_answer_engine_query_test_checklists.json"}, "confidence": 0.91, "created_at": "2026-06-20 08:53:18", "deadline": null, "id": "weekly-aeo-regression-weekly-aeo-regression-notebook-queue-repeatable-aeo-geo-monitoring-2026-06-20-open", "next_review": null, "signal_date": "2026-06-20", "signal_type": "weekly_aeo_regression", "status": "open", "strategy": "repeatable AEO/GEO monitoring", "subject_id": "weekly-aeo-regression-notebook-queue", "subject_name": "Weekly AEO regression notebook queue", "subject_type": "monitor_split_task", "updated_at": "2026-06-20 08:53:18"}
{"amount": "", "attrs": {"action": "Capture the advisor surface, model-portfolio fit, and liquidity/fee explanation before writing the packet.", "pattern": "CAIS proof should stay advisor-facing and retrieval-specific rather than collapsing into generic platform marketing.", "priority_rank": 1, "production_action": "Draft the advisor one-pager and FAQ mirror once the official surface is pinned.", "proof_target": "CAIS search, CAIS x Claude, advisor portal", "sme_verify": "Which CAIS surface is the real retrieval entry point for advisor search?", "source_path": "data/recovered_loop_tick85_private_wealth_consultant_packet_blueprints.json; data/recovered_loop_tick87_private_wealth_consultant_aeo_mirrors.json; docs/quant-pitch-calendar.md"}, "confidence": 0.88, "created_at": "2026-06-20 08:54:42", "deadline": null, "id": "proof-fetch-queue-cais-x-claude-official-proof-queue-advisor-retrieval-and-education-2026-06-20-open", "next_review": null, "signal_date": "2026-06-20", "signal_type": "proof_fetch_queue", "status": "open", "strategy": "advisor retrieval and education", "subject_id": "cais-x-claude-official-proof-queue", "subject_name": "CAIS x Claude official proof queue", "subject_type": "official_surface", "updated_at": "2026-06-20 08:54:42"}
{"amount": "", "attrs": {"action": "Normalize fund data, subscription workflow, DDQ fields, and reporting artifacts into one capture set.", "pattern": "iCapital matters when the official workflow exposes structured diligence fields instead of a brochure layer.", "priority_rank": 2, "production_action": "Assemble the diligence packet and preserve the subscription path exactly as shown on the official surface.", "proof_target": "iCapital marketplace and due diligence", "sme_verify": "Does the iCapital route expose exportable DDQ and fund-data fields or only a gated record view?", "source_path": "data/recovered_loop_tick85_private_wealth_consultant_packet_blueprints.json; data/recovered_loop_tick87_private_wealth_consultant_aeo_mirrors.json; docs/quant-pitch-calendar.md"}, "confidence": 0.9, "created_at": "2026-06-20 08:54:42", "deadline": null, "id": "proof-fetch-queue-icapital-marketplace-and-due-diligence-proof-queue-private-bank-and-ria-distribution-2026-06-20-open", "next_review": null, "signal_date": "2026-06-20", "signal_type": "proof_fetch_queue", "status": "open", "strategy": "private-bank and RIA distribution", "subject_id": "icapital-marketplace-and-due-diligence-proof-queue", "subject_name": "iCapital marketplace and due diligence proof queue", "subject_type": "official_surface", "updated_at": "2026-06-20 08:54:42"}
{"amount": "", "attrs": {"action": "Capture the alternatives team, manager-research contacts, and search examples that prove the first screen is real.", "pattern": "NEPC proof should distinguish alternatives review from generic OCIO or firm coverage.", "priority_rank": 3, "production_action": "Build the consultant-ready manager brief and the official page capture together.", "proof_target": "NEPC alternatives page, manager-research contacts, search examples", "sme_verify": "Who owns the first screen and what evidence changes shortlist inclusion?", "source_path": "data/recovered_loop_tick85_private_wealth_consultant_packet_blueprints.json; data/recovered_loop_tick87_private_wealth_consultant_aeo_mirrors.json; docs/quant-consultant-private-wealth-extraction-queue.md"}, "confidence": 0.89, "created_at": "2026-06-20 08:54:42", "deadline": null, "id": "proof-fetch-queue-nepc-consultant-proof-queue-consultant-gatekeeper-and-manager-research-2026-06-20-open", "next_review": null, "signal_date": "2026-06-20", "signal_type": "proof_fetch_queue", "status": "open", "strategy": "consultant gatekeeper and manager-research", "subject_id": "nepc-consultant-proof-queue", "subject_name": "NEPC consultant proof queue", "subject_type": "consultant_surface", "updated_at": "2026-06-20 08:54:42"}
{"amount": "", "attrs": {"action": "Capture the search-status page, board-packet language, and named consultant owner for the current window.", "pattern": "Callan proof is actionable only when the RFP or search surface is current and routed to a named owner.", "priority_rank": 4, "production_action": "Prepare the Callan-facing packet around the live search path and deadline language.", "proof_target": "Callan alternatives consulting, RFP network, team page", "sme_verify": "Is the first gate a consultant person, an RFP network, or a board packet route?", "source_path": "data/recovered_loop_tick85_private_wealth_consultant_packet_blueprints.json; data/recovered_loop_tick87_private_wealth_consultant_aeo_mirrors.json; docs/quant-consultant-private-wealth-extraction-queue.md; docs/quant-pitch-calendar.md"}, "confidence": 0.87, "created_at": "2026-06-20 08:54:42", "deadline": null, "id": "proof-fetch-queue-callan-rfp-network-proof-queue-rfp-watch-and-alternatives-routing-2026-06-20-open", "next_review": null, "signal_date": "2026-06-20", "signal_type": "proof_fetch_queue", "status": "open", "strategy": "RFP watch and alternatives routing", "subject_id": "callan-rfp-network-proof-queue", "subject_name": "Callan RFP network proof queue", "subject_type": "consultant_surface", "updated_at": "2026-06-20 08:54:42"}
{"amount": "", "attrs": {"action": "Capture portal, MAX, DDQ, risk reporting, and named research people before treating Aksia as a live screen.", "pattern": "Aksia proof should preserve the separation between manager intake and client/MAX retrieval.", "priority_rank": 5, "production_action": "Turn the captured portal fields into the screening-and-ODD packet without rephrasing the field labels.", "proof_target": "Aksia manager portal, MAX, named researchers", "sme_verify": "Which surface owns screening today: manager portal, MAX, or a named researcher?", "source_path": "data/recovered_loop_tick85_private_wealth_consultant_packet_blueprints.json; data/recovered_loop_tick87_private_wealth_consultant_aeo_mirrors.json; docs/quant-consultant-private-wealth-extraction-queue.md; docs/quant-pitch-calendar.md"}, "confidence": 0.9, "created_at": "2026-06-20 08:54:42", "deadline": null, "id": "proof-fetch-queue-aksia-manager-portal-and-max-proof-queue-hedge-fund-screening-and-odd-2026-06-20-open", "next_review": null, "signal_date": "2026-06-20", "signal_type": "proof_fetch_queue", "status": "open", "strategy": "hedge-fund screening and ODD", "subject_id": "aksia-manager-portal-and-max-proof-queue", "subject_name": "Aksia Manager Portal and MAX proof queue", "subject_type": "consultant_surface", "updated_at": "2026-06-20 08:54:42"}
{"amount": "", "attrs": {"action": "Capture the board page, notice page, attachment URLs, addendum URLs, and submission fields before building the final outreach packet.", "next_production_action": "Write the response brief and source appendix once the board-page URLs are pinned.", "pattern": "NYC BAM becomes pitchable only when the board page fields are normalized into exact URLs and exact submission text.", "priority_rank": 1, "sme_verify": "Are the consultant-database names and award-path metadata explicit enough to route without guesswork?", "source_path": "docs/quant-pitch-calendar.md; data/recovered_loop_tick73_nyc_bam_response_packet_requirements.json; data/recovered_loop_tick86_nyc_bam_packet_artifact.json"}, "confidence": 0.98, "created_at": "2026-06-20 08:54:52", "deadline": null, "id": "official-proof-fetch-nyc-bam-official-proof-fetch-task-passive-indexing-search-proof-capture-2026-06-20-open", "next_review": null, "signal_date": "2026-06-20", "signal_type": "official_proof_fetch", "status": "open", "strategy": "passive-indexing search proof capture", "subject_id": "nyc-bam-official-proof-fetch-task", "subject_name": "NYC BAM official proof fetch task", "subject_type": "proof_fetch_task", "updated_at": "2026-06-20 08:54:52"}
{"amount": "", "attrs": {"action": "Capture the qualification screen and secure portal together so the threshold route and fallback route remain distinct.", "next_production_action": "Refresh the manager profile and direct-proposal packet from the captured fields.", "pattern": "CalPERS is actionable when the current screen, the portal, and any routing language are captured as separate records.", "priority_rank": 2, "sme_verify": "Does eVestment completeness clear the route, or is a direct staff introduction still required?", "source_path": "docs/quant-pitch-calendar.md; data/recovered_loop_tick73_calpers_evestment_go_no_go_fields.json; data/recovered_loop_tick86_calpers_packet_artifact.json"}, "confidence": 0.97, "created_at": "2026-06-20 08:54:52", "deadline": null, "id": "official-proof-fetch-calpers-official-proof-fetch-task-evestment-threshold-screen-plus-direct-proposal-fallback-2026-06-20-open", "next_review": null, "signal_date": "2026-06-20", "signal_type": "official_proof_fetch", "status": "open", "strategy": "eVestment threshold screen plus direct proposal fallback", "subject_id": "calpers-official-proof-fetch-task", "subject_name": "CalPERS official proof fetch task", "subject_type": "proof_fetch_task", "updated_at": "2026-06-20 08:54:52"}
{"amount": "", "attrs": {"action": "Capture the landing page, current disclosure PDF, and emerging-manager page, then normalize the row-level motion fields.", "next_production_action": "Publish the disclosure tape summary and source appendix after row normalization.", "pattern": "The disclosure tape is only useful when the month, manager motion, and placement-agent language are already structured.", "priority_rank": 3, "sme_verify": "Does the monthly row type trigger review or replacement motion, or is it purely archival?", "source_path": "docs/quant-pitch-calendar.md; data/recovered_loop_tick74_nyscrf_monthly_tape_schema_and_actions.json; data/recovered_loop_tick86_nyscrf_massprim_packet_artifacts.json"}, "confidence": 0.95, "created_at": "2026-06-20 08:54:52", "deadline": null, "id": "official-proof-fetch-nyscrf-official-proof-fetch-task-monthly-disclosure-tape-and-emerging-manager-routing-2026-06-20-active", "next_review": null, "signal_date": "2026-06-20", "signal_type": "official_proof_fetch", "status": "active", "strategy": "monthly disclosure tape and emerging-manager routing", "subject_id": "nyscrf-official-proof-fetch-task", "subject_name": "NYSCRF official proof fetch task", "subject_type": "proof_fetch_task", "updated_at": "2026-06-20 08:54:52"}
{"amount": "", "attrs": {"action": "Hold the route in proof mode until a dated PRIM record proves the PCS or managed-account surface is manager-facing and current.", "next_production_action": "Resolve the dated official PRIM record before drafting the final outreach packet.", "pattern": "A generic investments anchor is not enough; the route needs a dated board, procurement, or award record to become pitchable.", "priority_rank": 4, "sme_verify": "Is the PCS route manager-facing, consultant-facing, or internal-only?", "source_path": "docs/quant-pitch-calendar.md; data/recovered_loop_tick81_monitor_split_official_vs_sme.json; data/recovered_loop_tick85_nyscrf_massprim_packet_blueprints.json"}, "confidence": 0.84, "created_at": "2026-06-20 08:54:52", "deadline": null, "id": "official-proof-fetch-massprim-official-proof-fetch-task-pcs-or-managed-account-route-validation-2026-06-20-weak-evidence", "next_review": null, "signal_date": "2026-06-20", "signal_type": "official_proof_fetch", "status": "weak_evidence", "strategy": "PCS or managed-account route validation", "subject_id": "massprim-official-proof-fetch-task", "subject_name": "MassPRIM official proof fetch task", "subject_type": "proof_fetch_task", "updated_at": "2026-06-20 08:54:52"}
{"amount": "", "attrs": {"action": "Create the run-date evidence folder and capture raw answer, citations, screenshot, pass/fail row, and notes for each first-run query.", "pattern": "AEO strategy becomes investable only when answer behavior is captured as raw proof, not remembered from a browser session.", "priority_rank": 1, "sme_verify": "Does the captured answer contain enough route detail to change outreach action?", "source_path": "data/recovered_loop_tick88_answer_engine_proof_fetch_queue.json; docs/quant-aeo-geo-monitoring-matrix.md"}, "confidence": 0.94, "created_at": "2026-06-20 08:57:40", "deadline": null, "id": "evidence-ledger-schema-tick-89-answer-engine-evidence-ledger-aeo-geo-proof-capture-2026-06-20-open", "next_review": null, "signal_date": "2026-06-20", "signal_type": "evidence_ledger_schema", "status": "open", "strategy": "AEO/GEO proof capture", "subject_id": "tick-89-answer-engine-evidence-ledger", "subject_name": "Tick 89 answer-engine evidence ledger", "subject_type": "evidence_ledger", "updated_at": "2026-06-20 08:57:40"}
{"amount": "", "attrs": {"action": "Run the four account-specific queries on public answer engines and preserve failures as negative evidence.", "pattern": "Weak or generic public answers are still useful because they show which mirror sections need rewrite or citation strengthening.", "priority_rank": 2, "sme_verify": "Which answer miss would block a pitch-now decision?", "source_path": "data/recovered_loop_tick88_answer_engine_proof_fetch_queue.json; data/recovered_loop_tick82_answer_engine_query_test_checklists.json"}, "confidence": 0.92, "created_at": "2026-06-20 08:57:40", "deadline": null, "id": "public-answer-engine-first-run-public-answer-engine-first-run-ledger-rows-public-answer-engine-regression-2026-06-20-open", "next_review": null, "signal_date": "2026-06-20", "signal_type": "public_answer_engine_first_run", "status": "open", "strategy": "public answer-engine regression", "subject_id": "public-answer-engine-first-run-ledger-rows", "subject_name": "Public answer-engine first-run ledger rows", "subject_type": "evidence_ledger_slice", "updated_at": "2026-06-20 08:57:40"}
{"amount": "", "attrs": {"action": "Capture workspace answers where access exists and record access gaps explicitly when it does not.", "pattern": "Hidden influence surfaces need either raw workspace proof or a documented access gap before content priority can be trusted.", "priority_rank": 3, "sme_verify": "Which proprietary workspace changes first-screen inclusion?", "source_path": "docs/quant-aeo-geo-monitoring-matrix.md; data/recovered_loop_tick88_answer_engine_proof_fetch_queue.json"}, "confidence": 0.9, "created_at": "2026-06-20 08:57:40", "deadline": null, "id": "finance-workspace-first-run-finance-workspace-first-run-ledger-rows-hidden-workflow-capture-2026-06-20-open", "next_review": null, "signal_date": "2026-06-20", "signal_type": "finance_workspace_first_run", "status": "open", "strategy": "hidden-workflow capture", "subject_id": "finance-workspace-first-run-ledger-rows", "subject_name": "Finance workspace first-run ledger rows", "subject_type": "evidence_ledger_slice", "updated_at": "2026-06-20 08:57:40"}
{"amount": "", "attrs": {"action": "Keep chatbot-use claims as hypotheses until a public source or SME note identifies the user group, surface, and citation status.", "pattern": "Knowing which surfaces matter informs AEO, but named decision-maker tool usage requires higher proof.", "priority_rank": 4, "sme_verify": "Can the chatbot-use claim be cited publicly or only used privately?", "source_path": "data/recovered_loop_tick88_answer_engine_proof_fetch_queue.json; data/recovered_loop_tick84_sme_call_sprint_plan.json"}, "confidence": 0.95, "created_at": "2026-06-20 08:57:40", "deadline": null, "id": "named-chatbot-use-validation-named-chatbot-use-claim-register-decision-maker-tool-use-validation-2026-06-20-active", "next_review": null, "signal_date": "2026-06-20", "signal_type": "named_chatbot_use_validation", "status": "active", "strategy": "decision-maker tool-use validation", "subject_id": "named-chatbot-use-claim-register", "subject_name": "Named chatbot-use claim register", "subject_type": "validation_gate", "updated_at": "2026-06-20 08:57:40"}
{"amount": "", "attrs": {"action": "Capture the board page, notice page, attachments, addenda, consultant-database names, and submission method before writing the packet appendix.", "next_production_step": "Write the response brief and source appendix after the board-page URLs are pinned.", "pattern": "NYC BAM only becomes pitchable when exact URLs and exact submission text are normalized.", "priority_rank": 1, "sme_verify": "Are the attachments and addenda public on the board page, and what exact submission path is required?", "source_path": "data/recovered_loop_tick88_public_pension_official_proof_fetch_queue.json; data/recovered_loop_tick86_nyc_bam_packet_artifact.json"}, "confidence": 0.98, "created_at": "2026-06-20 08:58:52", "deadline": null, "id": "first-run-ledger-row-nyc-bam-first-run-evidence-row-board-page-proof-capture-and-response-packet-normalization-2026-06-20-open", "next_review": null, "signal_date": "2026-06-20", "signal_type": "first_run_ledger_row", "status": "open", "strategy": "board-page proof capture and response-packet normalization", "subject_id": "nyc-bam-first-run-evidence-row", "subject_name": "NYC BAM first-run evidence row", "subject_type": "first_run_evidence_row", "updated_at": "2026-06-20 08:58:52"}
{"amount": "", "attrs": {"action": "Capture the qualification screen and secure portal together so the threshold route and fallback route remain distinct.", "next_production_step": "Refresh the manager profile and direct-proposal packet from the captured fields.", "pattern": "CalPERS is actionable when the screen, portal, and routing language are captured as separate records.", "priority_rank": 2, "sme_verify": "Does eVestment completeness clear the route, or is a direct staff introduction still required?", "source_path": "data/recovered_loop_tick88_public_pension_official_proof_fetch_queue.json; data/recovered_loop_tick73_calpers_evestment_go_no_go_fields.json"}, "confidence": 0.99, "created_at": "2026-06-20 08:58:52", "deadline": null, "id": "first-run-ledger-row-calpers-first-run-evidence-row-qualification-screen-plus-direct-proposal-fallback-capture-2026-06-20-open", "next_review": null, "signal_date": "2026-06-20", "signal_type": "first_run_ledger_row", "status": "open", "strategy": "qualification screen plus direct-proposal fallback capture", "subject_id": "calpers-first-run-evidence-row", "subject_name": "CalPERS first-run evidence row", "subject_type": "first_run_evidence_row", "updated_at": "2026-06-20 08:58:52"}
{"amount": "", "attrs": {"action": "Normalize the latest disclosure rows into hire, termination, transaction, and emerging-manager routing records.", "next_production_step": "Ship the row tape and keep the emerging-manager page as a separate record.", "pattern": "Monthly disclosures become useful only when row-level manager motion and the appendix source are both present.", "priority_rank": 3, "sme_verify": "Which disclosure rows are true manager openings or replacements rather than routine transactions?", "source_path": "data/recovered_loop_tick88_public_pension_official_proof_fetch_queue.json; data/recovered_loop_tick74_nyscrf_monthly_tape_schema_and_actions.json"}, "confidence": 0.96, "created_at": "2026-06-20 08:58:52", "deadline": null, "id": "first-run-ledger-row-nyscrf-first-run-evidence-row-monthly-disclosure-tape-and-emerging-manager-routing-2026-06-20-active", "next_review": null, "signal_date": "2026-06-20", "signal_type": "first_run_ledger_row", "status": "active", "strategy": "monthly disclosure tape and emerging-manager routing", "subject_id": "nyscrf-first-run-evidence-row", "subject_name": "NYSCRF first-run evidence row", "subject_type": "first_run_evidence_row", "updated_at": "2026-06-20 08:58:52"}
{"amount": "", "attrs": {"action": "Keep the PCS row gated until a dated PRIM board, procurement, or platform record proves the route is manager-facing.", "next_production_step": "Resolve the dated official PRIM record and only then publish the final row.", "pattern": "Managed-account routes are pitchable only when the official surface proves current access and route ownership.", "priority_rank": 4, "sme_verify": "Is PCS manager-facing, consultant-facing, or internal-only?", "source_path": "data/recovered_loop_tick88_public_pension_official_proof_fetch_queue.json; data/recovered_loop_tick81_monitor_split_official_vs_sme.json"}, "confidence": 0.84, "created_at": "2026-06-20 08:58:52", "deadline": null, "id": "first-run-ledger-row-massprim-first-run-evidence-row-proof-gated-pcs-route-validation-2026-06-20-weak-evidence", "next_review": null, "signal_date": "2026-06-20", "signal_type": "first_run_ledger_row", "status": "weak_evidence", "strategy": "proof-gated PCS route validation", "subject_id": "massprim-first-run-evidence-row", "subject_name": "MassPRIM first-run evidence row", "subject_type": "first_run_evidence_row", "updated_at": "2026-06-20 08:58:52"}
{"amount": "", "attrs": {"action": "Capture the advisor and diligence surfaces, then normalize the raw proof into one packet-ready row.", "next_execution_step": "Store the raw proof captures under the tick 89 convention and draft the advisor one-pager from the same row.", "pattern": "Advisor-platform rows stay useful only if the CAIS discovery surface and the iCapital diligence fields remain separable.", "priority_rank": 1, "proof_target": "CAIS x Claude and iCapital marketplace / due diligence", "route_family": "advisor-platform", "sme_verify": "Which CAIS surface is the real retrieval entry point, and does iCapital expose mandatory DDQ or fund-data fields?", "source_path": "data/recovered_loop_tick88_platform_consultant_official_proof_fetch_queue.json; data/recovered_loop_tick87_private_wealth_consultant_aeo_mirrors.json; docs/quant-pitch-calendar.md"}, "confidence": 0.9, "created_at": "2026-06-20 08:59:42", "deadline": null, "id": "execution-ledger-row-cais-icapital-execution-row-2026-06-20-open", "next_review": null, "signal_date": "2026-06-20", "signal_type": "execution_ledger_row", "status": "open", "strategy": "", "subject_id": "cais-icapital-execution-row", "subject_name": "CAIS / iCapital execution row", "subject_type": "execution_row", "updated_at": "2026-06-20 08:59:42"}
{"amount": "", "attrs": {"action": "Capture the consultant page and the manager-ready packet together, then split the row only if the official surfaces prove different fields.", "next_execution_step": "Store the raw proof captures under the tick 89 convention and keep NEPC, Callan, and Aksia variants separate until the surface split is proven.", "pattern": "Consultant rows need first-screen ownership, not just firm branding.", "priority_rank": 2, "proof_target": "NEPC alternatives, Callan RFP network, Aksia manager portal and MAX", "route_family": "consultant-gatekeeper", "sme_verify": "Who owns the first screen today for NEPC, Callan, and Aksia, and which evidence changes shortlist inclusion?", "source_path": "data/recovered_loop_tick88_platform_consultant_official_proof_fetch_queue.json; data/recovered_loop_tick87_private_wealth_consultant_aeo_mirrors.json; docs/quant-consultant-private-wealth-extraction-queue.md"}, "confidence": 0.91, "created_at": "2026-06-20 08:59:42", "deadline": null, "id": "execution-ledger-row-nepc-callan-aksia-execution-row-2026-06-20-open", "next_review": null, "signal_date": "2026-06-20", "signal_type": "execution_ledger_row", "status": "open", "strategy": "", "subject_id": "nepc-callan-aksia-execution-row", "subject_name": "NEPC / Callan / Aksia execution row", "subject_type": "execution_row", "updated_at": "2026-06-20 08:59:42"}
{"amount": "", "attrs": {"action": "Store every capture in a route-slugged tick 89 directory before normalization.", "next_execution_step": "Write the first CAIS/iCapital and NEPC/Callan/Aksia captures into the folder convention before any row promotion.", "pattern": "A stable raw-proof folder keeps the capture replayable and auditable.", "priority_rank": 3, "proof_target": "data/raw/tick89/<route_slug>/<capture_date>/", "route_family": "filesystem", "sme_verify": "Does the raw capture path make it obvious which route and day the proof belongs to?", "source_path": "data/recovered_loop_tick88_platform_consultant_official_proof_fetch_queue.json; docs/quant-consultant-private-wealth-extraction-queue.md"}, "confidence": 0.96, "created_at": "2026-06-20 08:59:42", "deadline": null, "id": "execution-ledger-policy-raw-proof-storage-convention-2026-06-20-active", "next_review": null, "signal_date": "2026-06-20", "signal_type": "execution_ledger_policy", "status": "active", "strategy": "", "subject_id": "raw-proof-storage-convention", "subject_name": "Raw proof storage convention", "subject_type": "process", "updated_at": "2026-06-20 08:59:42"}
{"amount": "", "attrs": {"action": "Keep only the fields that let the row be ingested, replayed, and promoted without guessing.", "next_execution_step": "Normalize the first two rows against the shared field contract and preserve the exact labels from the official surface.", "pattern": "The record must carry the URL, owner, date, field labels, access state, and raw proof path.", "priority_rank": 4, "proof_target": "route_name, official_url, capture_surface, capture_date, owner_or_gatekeeper, visible_field_labels, access_state, proof_gap, raw_proof_path, source_path", "route_family": "shared", "sme_verify": "Which fields are mandatory for ingest, and which are only helpful context?", "source_path": "data/recovered_loop_tick88_platform_consultant_official_proof_fetch_queue.json; data/recovered_loop_tick87_private_wealth_consultant_aeo_mirrors.json; docs/quant-aeo-geo-content-backlog.md"}, "confidence": 0.95, "created_at": "2026-06-20 08:59:42", "deadline": null, "id": "execution-ledger-policy-captured-proof-field-contract-2026-06-20-active", "next_review": null, "signal_date": "2026-06-20", "signal_type": "execution_ledger_policy", "status": "active", "strategy": "", "subject_id": "captured-proof-field-contract", "subject_name": "Captured proof field contract", "subject_type": "schema", "updated_at": "2026-06-20 08:59:42"}
{"amount": "", "attrs": {"action": "Promote only when the surface is current, dated, and field-labelled; downgrade when the row stays generic or ownerless.", "next_execution_step": "Apply the same promote and downgrade gates to both route families before any downstream publication.", "pattern": "The policy keeps marketing copy and current proof on different tracks.", "priority_rank": 5, "proof_target": "promote_rule, downgrade_rule, kill_rule", "route_family": "shared", "sme_verify": "What evidence would actually change the row from monitor to active in this route family?", "source_note": "This policy is inferred from the existing tick 88 and tick 87 proof patterns.", "source_path": "docs/quant-pitch-calendar.md; data/recovered_loop_tick87_private_wealth_consultant_aeo_mirrors.json"}, "confidence": 0.94, "created_at": "2026-06-20 08:59:42", "deadline": null, "id": "execution-ledger-policy-promotion-and-downgrade-rules-2026-06-20-active", "next_review": null, "signal_date": "2026-06-20", "signal_type": "execution_ledger_policy", "status": "active", "strategy": "", "subject_id": "promotion-and-downgrade-rules", "subject_name": "Promotion and downgrade rules", "subject_type": "policy", "updated_at": "2026-06-20 08:59:42"}
{"amount": "", "attrs": {"action": "Instantiate the public answer-engine folders and capture the four account-specific queries first.", "pattern": "Public answer misses are immediate rewrite and citation-strengthening signals.", "priority_rank": 1, "sme_verify": "Which missing field would block a pitch-now decision?", "source_path": "data/recovered_loop_tick89_answer_engine_evidence_ledger_schema.json; data/recovered_loop_tick82_answer_engine_query_test_checklists.json"}, "confidence": 0.93, "created_at": "2026-06-20 19:11:17", "deadline": null, "id": "run-folder-template-public-answer-engine-run-folder-row-template-public-aeo-geo-execution-2026-06-20-open", "next_review": null, "signal_date": "2026-06-20", "signal_type": "run_folder_template", "status": "open", "strategy": "public AEO/GEO execution", "subject_id": "public-answer-engine-run-folder-row-template", "subject_name": "Public answer-engine run-folder row template", "subject_type": "run_folder_template", "updated_at": "2026-06-20 19:11:17"}
{"amount": "", "attrs": {"action": "Use the workspace template where access exists and log access gaps instead of dropping the row.", "pattern": "Opaque or inaccessible proprietary surfaces still create useful negative evidence for prioritization.", "priority_rank": 2, "sme_verify": "Which workspace actually changes shortlist or first-screen inclusion?", "source_path": "docs/quant-aeo-geo-monitoring-matrix.md; data/recovered_loop_tick89_answer_engine_evidence_ledger_schema.json"}, "confidence": 0.9, "created_at": "2026-06-20 19:11:17", "deadline": null, "id": "run-folder-template-finance-workspace-run-folder-row-template-hidden-workflow-execution-2026-06-20-open", "next_review": null, "signal_date": "2026-06-20", "signal_type": "run_folder_template", "status": "open", "strategy": "hidden-workflow execution", "subject_id": "finance-workspace-run-folder-row-template", "subject_name": "Finance workspace run-folder row template", "subject_type": "run_folder_template", "updated_at": "2026-06-20 19:11:17"}
{"amount": "", "attrs": {"action": "Track named chatbot-use claims separately from target-surface hypotheses.", "pattern": "The AEO plan can optimize for surfaces before it can safely claim named decision-maker usage.", "priority_rank": 3, "sme_verify": "Can the usage claim be cited publicly or only used privately?", "source_path": "data/recovered_loop_tick89_answer_engine_evidence_ledger_schema.json; data/recovered_loop_tick84_sme_call_sprint_plan.json"}, "confidence": 0.94, "created_at": "2026-06-20 19:11:17", "deadline": null, "id": "run-folder-template-named-chatbot-use-run-folder-row-template-decision-maker-chatbot-use-validation-2026-06-20-active", "next_review": null, "signal_date": "2026-06-20", "signal_type": "run_folder_template", "status": "active", "strategy": "decision-maker chatbot-use validation", "subject_id": "named-chatbot-use-run-folder-row-template", "subject_name": "Named chatbot-use run-folder row template", "subject_type": "run_folder_template", "updated_at": "2026-06-20 19:11:17"}
{"amount": "", "attrs": {"action": "Compare future answer captures against this first-run baseline and preserve citation, freshness, and route-field deltas.", "pattern": "Historical motion becomes verifiable when answer-engine behavior is measured as dated deltas.", "priority_rank": 4, "sme_verify": "Does the delta reflect real workflow change, index freshness, or answer-engine drift?", "source_path": "docs/quant-aeo-geo-monitoring-matrix.md; data/recovered_loop_tick89_answer_engine_evidence_ledger_schema.json"}, "confidence": 0.91, "created_at": "2026-06-20 19:11:17", "deadline": null, "id": "historical-motion-capture-aeo-historical-motion-run-folder-row-template-answer-behavior-regression-2026-06-20-open", "next_review": null, "signal_date": "2026-06-20", "signal_type": "historical_motion_capture", "status": "open", "strategy": "answer-behavior regression", "subject_id": "aeo-historical-motion-run-folder-row-template", "subject_name": "AEO historical motion run-folder row template", "subject_type": "run_folder_template", "updated_at": "2026-06-20 19:11:17"}
{"amount": "", "attrs": {"action": "Capture the board page, notice page, attachment URLs, addendum URLs, consultant-database names, and submission method before writing the packet appendix.", "next_production_step": "Write the response brief and source appendix after the board-page URLs are pinned.", "pattern": "NYC BAM only becomes pitchable when exact URLs and exact submission text are normalized.", "priority_rank": 1, "sme_verify": "Are the attachments and addenda public on the board page, and what exact submission path is required?", "source_path": "data/recovered_loop_tick89_public_pension_evidence_ledger_schema.json; data/recovered_loop_tick86_nyc_bam_packet_artifact.json; data/recovered_loop_tick73_nyc_bam_response_packet_requirements.json"}, "confidence": 0.98, "created_at": "2026-06-20 19:11:31", "deadline": null, "id": "run-folder-template-nyc-bam-run-folder-row-template-board-page-proof-capture-and-response-packet-normalization-2026-06-20-open", "next_review": null, "signal_date": "2026-06-20", "signal_type": "run_folder_template", "status": "open", "strategy": "board-page proof capture and response-packet normalization", "subject_id": "nyc-bam-run-folder-row-template", "subject_name": "NYC BAM run-folder row template", "subject_type": "run_folder_template", "updated_at": "2026-06-20 19:11:31"}
{"amount": "", "attrs": {"action": "Capture the qualification screen and secure portal together so the threshold route and fallback route remain distinct.", "next_production_step": "Refresh the manager profile and direct-proposal packet from the captured fields.", "pattern": "CalPERS is actionable when the screen, portal, and routing language are captured as separate records.", "priority_rank": 2, "sme_verify": "Does eVestment completeness clear the route, or is a direct staff introduction still required?", "source_path": "data/recovered_loop_tick89_public_pension_evidence_ledger_schema.json; data/recovered_loop_tick73_calpers_evestment_go_no_go_fields.json"}, "confidence": 0.99, "created_at": "2026-06-20 19:11:31", "deadline": null, "id": "run-folder-template-calpers-run-folder-row-template-qualification-screen-plus-direct-proposal-fallback-capture-2026-06-20-open", "next_review": null, "signal_date": "2026-06-20", "signal_type": "run_folder_template", "status": "open", "strategy": "qualification screen plus direct-proposal fallback capture", "subject_id": "calpers-run-folder-row-template", "subject_name": "CalPERS run-folder row template", "subject_type": "run_folder_template", "updated_at": "2026-06-20 19:11:31"}
{"amount": "", "attrs": {"action": "Normalize the latest disclosure rows into hire, termination, transaction, and emerging-manager routing records.", "next_production_step": "Ship the row tape and keep the emerging-manager page as a separate record.", "pattern": "Monthly disclosures become useful only when row-level manager motion and the appendix source are both present.", "priority_rank": 3, "sme_verify": "Which disclosure rows are true manager openings or replacements rather than routine transactions?", "source_path": "data/recovered_loop_tick89_public_pension_evidence_ledger_schema.json; data/recovered_loop_tick74_nyscrf_monthly_tape_schema_and_actions.json"}, "confidence": 0.96, "created_at": "2026-06-20 19:11:31", "deadline": null, "id": "run-folder-template-nyscrf-run-folder-row-template-monthly-disclosure-tape-and-emerging-manager-routing-2026-06-20-active", "next_review": null, "signal_date": "2026-06-20", "signal_type": "run_folder_template", "status": "active", "strategy": "monthly disclosure tape and emerging-manager routing", "subject_id": "nyscrf-run-folder-row-template", "subject_name": "NYSCRF run-folder row template", "subject_type": "run_folder_template", "updated_at": "2026-06-20 19:11:31"}
{"amount": "", "attrs": {"action": "Keep the PCS row gated until a dated PRIM board, procurement, or platform record proves the route is manager-facing.", "next_production_step": "Resolve the dated official PRIM record and only then publish the final row.", "pattern": "Managed-account routes are pitchable only when the official surface proves current access and route ownership.", "priority_rank": 4, "sme_verify": "Is PCS manager-facing, consultant-facing, or internal-only?", "source_path": "data/recovered_loop_tick89_public_pension_evidence_ledger_schema.json; data/recovered_loop_tick81_monitor_split_official_vs_sme.json"}, "confidence": 0.84, "created_at": "2026-06-20 19:11:31", "deadline": null, "id": "run-folder-template-massprim-run-folder-row-template-proof-gated-pcs-route-validation-2026-06-20-weak-evidence", "next_review": null, "signal_date": "2026-06-20", "signal_type": "run_folder_template", "status": "weak_evidence", "strategy": "proof-gated PCS route validation", "subject_id": "massprim-run-folder-row-template", "subject_name": "MassPRIM run-folder row template", "subject_type": "run_folder_template", "updated_at": "2026-06-20 19:11:31"}
{"amount": "", "attrs": {"action": "Use one run folder per route and keep raw proof, normalized row, and pass/fail row together so ingest can promote or downgrade without re-capturing the page.", "pattern": "The tick 89 ledger becomes execution-ready only when the raw proof path and the decision row live in the same folder pattern.", "priority_note": "shared schema", "priority_rank": 1, "production_action": "Write the two route folders and their pass/fail rows before collecting any new proof.", "proof_target": "data/recovered_loop_tick90/runs/{route_slug}/2026-06-20/", "sme_verify": "Which fields are mandatory and which can stay blank until the next capture pass?", "source_path": "data/recovered_loop_tick89_consultant_platform_evidence_ledger_schema.json; data/recovered_loop_tick88_platform_consultant_official_proof_fetch_queue.json"}, "confidence": 0.92, "created_at": "2026-06-20 19:11:31", "deadline": null, "id": "run-folder-template-tick-90-consultant-platform-run-folder-template-schema-shared-execution-contract-2026-06-20-active", "next_review": null, "signal_date": "2026-06-20", "signal_type": "run_folder_template", "status": "active", "strategy": "shared execution contract", "subject_id": "tick-90-consultant-platform-run-folder-template-schema", "subject_name": "Tick 90 consultant/platform run-folder template schema", "subject_type": "process", "updated_at": "2026-06-20 19:11:31"}
{"amount": "", "attrs": {"action": "Capture the advisor retrieval surface and the iCapital diligence surface separately, then keep the run folder split until the field labels prove they belong together.", "pattern": "CAIS discovery and iCapital diligence are related but not interchangeable workflows.", "priority_note": "advisor-platform", "priority_rank": 2, "production_action": "Populate the CAIS/iCapital folder with raw proof, normalized row, and pass/fail row once the official surfaces are pinned.", "proof_target": "CAIS search, CAIS x Claude, advisor portal, iCapital marketplace and due diligence", "sme_verify": "Which CAIS surface actually drives discovery, and does iCapital expose mandatory DDQ or fund-data fields?", "source_path": "data/recovered_loop_tick89_consultant_platform_evidence_ledger_schema.json; data/recovered_loop_tick88_platform_consultant_official_proof_fetch_queue.json; docs/quant-aeo-geo-content-backlog.md"}, "confidence": 0.9, "created_at": "2026-06-20 19:11:31", "deadline": null, "id": "run-folder-template-cais-icapital-run-folder-template-advisor-platform-capture-and-diligence-2026-06-20-open", "next_review": null, "signal_date": "2026-06-20", "signal_type": "run_folder_template", "status": "open", "strategy": "advisor-platform capture and diligence", "subject_id": "cais-icapital-run-folder-template", "subject_name": "CAIS / iCapital run-folder template", "subject_type": "run_folder_template", "updated_at": "2026-06-20 19:11:31"}
{"amount": "", "attrs": {"action": "Keep the consultant route split by first-screen owner so NEPC research, Callan RFP routing, and Aksia screening remain distinct ingest rows.", "pattern": "Consultant gatekeeper work fails when generic firm pages replace the named first screen.", "priority_note": "consultant-gatekeeper", "priority_rank": 3, "production_action": "Store the consultant proof set and the pass/fail row together before branching into route-specific variants.", "proof_target": "NEPC alternatives, Callan RFP network, Aksia manager portal and MAX", "sme_verify": "Who owns the first screen today for NEPC, Callan, and Aksia?", "source_path": "data/recovered_loop_tick89_consultant_platform_evidence_ledger_schema.json; data/recovered_loop_tick88_platform_consultant_official_proof_fetch_queue.json; docs/quant-consultant-private-wealth-extraction-queue.md"}, "confidence": 0.91, "created_at": "2026-06-20 19:11:31", "deadline": null, "id": "run-folder-template-nepc-callan-aksia-run-folder-template-consultant-gatekeeper-capture-and-odd-routing-2026-06-20-open", "next_review": null, "signal_date": "2026-06-20", "signal_type": "run_folder_template", "status": "open", "strategy": "consultant gatekeeper capture and ODD routing", "subject_id": "nepc-callan-aksia-run-folder-template", "subject_name": "NEPC / Callan / Aksia run-folder template", "subject_type": "run_folder_template", "updated_at": "2026-06-20 19:11:31"}
{"amount": "", "attrs": {"action": "Validate the pass/fail row against the formal schema before writing the normalized ingest row.", "pattern": "A route row is not execution-ready until the decision fields, SME route, and raw proof path are explicit.", "priority_note": "validation", "priority_rank": 4, "production_action": "Use the schema to check both route templates before promotion.", "proof_target": "normalized/pass_fail_row.json", "sme_verify": "Are the decision fields complete enough to promote or downgrade without rereading the source?", "source_path": "data/recovered_loop_tick89_consultant_platform_evidence_ledger_schema.json; data/recovered_loop_tick88_platform_consultant_official_proof_fetch_queue.json"}, "confidence": 0.93, "created_at": "2026-06-20 19:11:31", "deadline": null, "id": "row-schema-pass-fail-row-json-schema-capture-validation-2026-06-20-active", "next_review": null, "signal_date": "2026-06-20", "signal_type": "row_schema", "status": "active", "strategy": "capture validation", "subject_id": "pass-fail-row-json-schema", "subject_name": "Pass/fail row JSON schema", "subject_type": "schema", "updated_at": "2026-06-20 19:11:31"}
{"amount": "", "attrs": {"action": "Promote only when the official surface is current, dated, and field-labelled; downgrade when the row stays generic or ownerless.", "pattern": "The policy keeps marketing copy and current proof on different tracks.", "priority_note": "decision policy", "priority_rank": 4, "production_action": "Apply the same promote and downgrade gates to both seed rows before any downstream publication.", "proof_target": "promote_rule, downgrade_rule, pass_action, fail_action", "sme_verify": "What evidence would actually change the row from monitor to active in this route family?", "source_path": "data/recovered_loop_tick90_consultant_platform_run_folder_templates.json; data/recovered_loop_tick89_consultant_platform_evidence_ledger_schema.json; docs/quant-pitch-calendar.md"}, "confidence": 0.94, "created_at": "2026-06-20 19:11:31", "deadline": null, "id": "routing-policy-promotion-and-downgrade-policy-route-status-control-2026-06-20-active", "next_review": null, "signal_date": "2026-06-20", "signal_type": "routing_policy", "status": "active", "strategy": "route status control", "subject_id": "promotion-and-downgrade-policy", "subject_name": "Promotion and downgrade policy", "subject_type": "policy", "updated_at": "2026-06-20 19:19:58"}
{"amount": "", "attrs": {"action": "Run the NYC BAM query and capture raw answer, citations, screenshot, pass/fail row, and notes.", "pattern": "The live search window needs answer-engine route recall before the mirror can be considered AEO-ready.", "priority_rank": 1, "sme_verify": "Which missing answer field blocks pitch-now action?", "source_path": "data/recovered_loop_tick90_answer_engine_run_folder_templates.json; data/recovered_loop_tick87_nyc_bam_calpers_aeo_mirrors.json"}, "confidence": 0.93, "created_at": "2026-06-20 19:19:47", "deadline": null, "id": "seed-run-row-chatgpt-search-nyc-bam-seed-run-row-public-answer-engine-route-capture-2026-06-20-not-captured", "next_review": null, "signal_date": "2026-06-20", "signal_type": "seed_run_row", "status": "not_captured", "strategy": "public answer-engine route capture", "subject_id": "chatgpt-search-nyc-bam-seed-run-row", "subject_name": "ChatGPT Search NYC BAM seed run row", "subject_type": "seed_run_row", "updated_at": "2026-06-20 19:19:47"}
{"amount": "", "attrs": {"action": "Run the CalPERS query and capture whether eVestment and direct proposal fallback stay distinct.", "pattern": "CalPERS outreach depends on route clarity more than generic allocator visibility.", "priority_rank": 2, "sme_verify": "Is eVestment enough alone, or does a direct staff sponsor still matter?", "source_path": "data/recovered_loop_tick90_answer_engine_run_folder_templates.json; data/recovered_loop_tick87_nyc_bam_calpers_aeo_mirrors.json"}, "confidence": 0.92, "created_at": "2026-06-20 19:19:47", "deadline": null, "id": "seed-run-row-perplexity-calpers-seed-run-row-public-answer-engine-route-capture-2026-06-20-not-captured", "next_review": null, "signal_date": "2026-06-20", "signal_type": "seed_run_row", "status": "not_captured", "strategy": "public answer-engine route capture", "subject_id": "perplexity-calpers-seed-run-row", "subject_name": "Perplexity CalPERS seed run row", "subject_type": "seed_run_row", "updated_at": "2026-06-20 19:19:47"}
{"amount": "", "attrs": {"action": "Capture AlphaSense output if access exists, or record access gap as negative evidence.", "pattern": "Consultant influence cannot be inferred from public pages alone when workflow search is proprietary.", "priority_rank": 3, "sme_verify": "Which workspace actually changes shortlist inclusion?", "source_path": "data/recovered_loop_tick90_answer_engine_run_folder_templates.json; data/recovered_loop_tick87_private_wealth_consultant_aeo_mirrors.json"}, "confidence": 0.9, "created_at": "2026-06-20 19:19:47", "deadline": null, "id": "seed-run-row-alphasense-consultant-database-seed-run-row-finance-workspace-route-capture-2026-06-20-not-captured", "next_review": null, "signal_date": "2026-06-20", "signal_type": "seed_run_row", "status": "not_captured", "strategy": "finance-workspace route capture", "subject_id": "alphasense-consultant-database-seed-run-row", "subject_name": "AlphaSense consultant database seed run row", "subject_type": "seed_run_row", "updated_at": "2026-06-20 19:19:47"}
{"amount": "", "attrs": {"action": "Keep named chatbot-use claims separate until public, admin, or SME proof exists.", "pattern": "AEO can optimize target surfaces before it can safely claim named decision-maker tool usage.", "priority_rank": 4, "sme_verify": "Can the chatbot-use claim be cited publicly or only used privately?", "source_path": "data/recovered_loop_tick89_answer_engine_evidence_ledger_schema.json; data/recovered_loop_tick90_answer_engine_run_folder_templates.json"}, "confidence": 0.94, "created_at": "2026-06-20 19:19:47", "deadline": null, "id": "seed-run-row-named-chatbot-use-seed-run-row-decision-maker-chatbot-use-validation-2026-06-20-hypothesis-until-verified", "next_review": null, "signal_date": "2026-06-20", "signal_type": "seed_run_row", "status": "hypothesis_until_verified", "strategy": "decision-maker chatbot-use validation", "subject_id": "named-chatbot-use-seed-run-row", "subject_name": "Named chatbot-use seed run row", "subject_type": "seed_run_row", "updated_at": "2026-06-20 19:19:47"}
{"amount": "", "attrs": {"action": "Capture the board page, notice page, attachment URLs, addendum URLs, consultant-database names, and submission method before writing the packet appendix.", "next_production_step": "Write the response brief and source appendix after the board-page URLs are pinned.", "pattern": "NYC BAM only becomes pitchable when exact URLs and exact submission text are normalized.", "priority_rank": 1, "sme_verify": "Are the attachments and addenda public on the board page, and what exact submission path is required?", "source_path": "data/recovered_loop_tick90_public_pension_run_folder_templates.json; data/recovered_loop_tick86_nyc_bam_packet_artifact.json; data/recovered_loop_tick73_nyc_bam_response_packet_requirements.json"}, "confidence": 0.98, "created_at": "2026-06-20 19:19:58", "deadline": null, "id": "seed-run-row-nyc-bam-seed-run-row-board-page-proof-capture-and-response-packet-normalization-2026-06-20-open", "next_review": null, "signal_date": "2026-06-20", "signal_type": "seed_run_row", "status": "open", "strategy": "board-page proof capture and response-packet normalization", "subject_id": "nyc-bam-seed-run-row", "subject_name": "NYC BAM seed run row", "subject_type": "seed_run_row_template", "updated_at": "2026-06-20 19:19:58"}
{"amount": "", "attrs": {"action": "Capture the qualification screen and secure portal together so the threshold route and fallback route remain distinct.", "next_production_step": "Refresh the manager profile and direct-proposal packet from the captured fields.", "pattern": "CalPERS is actionable when the screen, portal, and routing language are captured as separate records.", "priority_rank": 2, "sme_verify": "Does eVestment completeness clear the route, or is a direct staff introduction still required?", "source_path": "data/recovered_loop_tick90_public_pension_run_folder_templates.json; data/recovered_loop_tick73_calpers_evestment_go_no_go_fields.json"}, "confidence": 0.99, "created_at": "2026-06-20 19:19:58", "deadline": null, "id": "seed-run-row-calpers-seed-run-row-qualification-screen-plus-direct-proposal-fallback-capture-2026-06-20-open", "next_review": null, "signal_date": "2026-06-20", "signal_type": "seed_run_row", "status": "open", "strategy": "qualification screen plus direct-proposal fallback capture", "subject_id": "calpers-seed-run-row", "subject_name": "CalPERS seed run row", "subject_type": "seed_run_row_template", "updated_at": "2026-06-20 19:19:58"}
{"amount": "", "attrs": {"action": "Normalize the latest disclosure rows into hire, termination, transaction, and emerging-manager routing records.", "next_production_step": "Ship the row tape and keep the emerging-manager page as a separate record.", "pattern": "Monthly disclosures become useful only when row-level manager motion and the appendix source are both present.", "priority_rank": 3, "sme_verify": "Which disclosure rows are true manager openings or replacements rather than routine transactions?", "source_path": "data/recovered_loop_tick90_public_pension_run_folder_templates.json; data/recovered_loop_tick74_nyscrf_monthly_tape_schema_and_actions.json"}, "confidence": 0.96, "created_at": "2026-06-20 19:19:58", "deadline": null, "id": "seed-run-row-nyscrf-seed-run-row-monthly-disclosure-tape-and-emerging-manager-routing-2026-06-20-active", "next_review": null, "signal_date": "2026-06-20", "signal_type": "seed_run_row", "status": "active", "strategy": "monthly disclosure tape and emerging-manager routing", "subject_id": "nyscrf-seed-run-row", "subject_name": "NYSCRF seed run row", "subject_type": "seed_run_row_template", "updated_at": "2026-06-20 19:19:58"}
{"amount": "", "attrs": {"action": "Keep the PCS row gated until a dated PRIM board, procurement, or platform record proves the route is manager-facing.", "next_production_step": "Resolve the dated official PRIM record and only then publish the final row.", "pattern": "Managed-account routes are pitchable only when the official surface proves current access and route ownership.", "priority_rank": 4, "sme_verify": "Is PCS manager-facing, consultant-facing, or internal-only?", "source_path": "data/recovered_loop_tick90_public_pension_run_folder_templates.json; data/recovered_loop_tick81_monitor_split_official_vs_sme.json"}, "confidence": 0.84, "created_at": "2026-06-20 19:19:58", "deadline": null, "id": "seed-run-row-massprim-seed-run-row-proof-gated-pcs-route-validation-2026-06-20-weak-evidence", "next_review": null, "signal_date": "2026-06-20", "signal_type": "seed_run_row", "status": "weak_evidence", "strategy": "proof-gated PCS route validation", "subject_id": "massprim-seed-run-row", "subject_name": "MassPRIM seed run row", "subject_type": "seed_run_row_template", "updated_at": "2026-06-20 19:19:58"}
{"amount": "", "attrs": {"action": "Use the tick 90 folder contract, but seed the rows now so capture work can start without reshaping the artifact after the first proof pass.", "pattern": "A seed row is only useful if the required files, blank capture fields, and decision rules are already in place.", "priority_note": "shared seed schema", "priority_rank": 1, "production_action": "Write the seed rows and attach the route policy before collecting any new proof.", "proof_target": "data/recovered_loop_tick91/runs/{route_slug}/2026-06-20/", "sme_verify": "Which fields are mandatory at seed time versus after capture?", "source_path": "data/recovered_loop_tick90_consultant_platform_run_folder_templates.json; data/recovered_loop_tick89_consultant_platform_evidence_ledger_schema.json"}, "confidence": 0.93, "created_at": "2026-06-20 19:19:58", "deadline": null, "id": "seed-run-row-schema-tick-91-consultant-platform-seed-run-row-schema-execution-ready-seed-contract-2026-06-20-active", "next_review": null, "signal_date": "2026-06-20", "signal_type": "seed_run_row_schema", "status": "active", "strategy": "execution-ready seed contract", "subject_id": "tick-91-consultant-platform-seed-run-row-schema", "subject_name": "Tick 91 consultant/platform seed run row schema", "subject_type": "process", "updated_at": "2026-06-20 19:19:58"}
{"amount": "", "attrs": {"action": "Keep CAIS discovery and iCapital diligence separate until the official field labels prove the surfaces can be merged into one ingest row.", "pattern": "CAIS discovery and iCapital diligence are related but not interchangeable workflows.", "priority_note": "advisor-platform", "priority_rank": 2, "production_action": "Populate the seed row with raw proof, normalized row, and pass/fail row once the official surfaces are pinned.", "proof_target": "CAIS search, CAIS x Claude, advisor portal, iCapital marketplace and due diligence", "sme_verify": "Which CAIS surface drives discovery, and does iCapital expose mandatory DDQ or fund-data fields?", "source_path": "data/recovered_loop_tick90_consultant_platform_run_folder_templates.json; data/recovered_loop_tick89_consultant_platform_evidence_ledger_schema.json; data/recovered_loop_tick88_platform_consultant_official_proof_fetch_queue.json; docs/quant-aeo-geo-content-backlog.md"}, "confidence": 0.9, "created_at": "2026-06-20 19:19:58", "deadline": null, "id": "seed-run-row-cais-icapital-seed-run-row-advisor-platform-capture-and-diligence-2026-06-20-open", "next_review": null, "signal_date": "2026-06-20", "signal_type": "seed_run_row", "status": "open", "strategy": "advisor-platform capture and diligence", "subject_id": "cais-icapital-seed-run-row", "subject_name": "CAIS / iCapital seed run row", "subject_type": "seed_run_row", "updated_at": "2026-06-20 19:19:58"}
{"amount": "", "attrs": {"action": "Keep the consultant route split by first-screen owner so NEPC research, Callan RFP routing, and Aksia screening remain distinct ingest rows.", "pattern": "Consultant gatekeeper work fails when generic firm pages replace the named first screen.", "priority_note": "consultant-gatekeeper", "priority_rank": 3, "production_action": "Store the consultant proof set and the pass/fail row together before branching into route-specific variants.", "proof_target": "NEPC alternatives, Callan RFP network, Aksia manager portal and MAX", "sme_verify": "Who owns the first screen today for NEPC, Callan, and Aksia?", "source_path": "data/recovered_loop_tick90_consultant_platform_run_folder_templates.json; data/recovered_loop_tick89_consultant_platform_evidence_ledger_schema.json; data/recovered_loop_tick88_platform_consultant_official_proof_fetch_queue.json; docs/quant-consultant-private-wealth-extraction-queue.md"}, "confidence": 0.91, "created_at": "2026-06-20 19:19:58", "deadline": null, "id": "seed-run-row-nepc-callan-aksia-seed-run-row-consultant-gatekeeper-capture-and-odd-routing-2026-06-20-open", "next_review": null, "signal_date": "2026-06-20", "signal_type": "seed_run_row", "status": "open", "strategy": "consultant gatekeeper capture and ODD routing", "subject_id": "nepc-callan-aksia-seed-run-row", "subject_name": "NEPC / Callan / Aksia seed run row", "subject_type": "seed_run_row", "updated_at": "2026-06-20 19:19:58"}
{"amount": "", "attrs": {"action": "Route the CAIS/iCapital and NEPC/Callan/Aksia questions to the named SMEs before promotion so the capture pass stays anchored to the right gatekeeper.", "pattern": "Seed rows move faster when the SME question is explicit at write time.", "priority_note": "routing", "priority_rank": 5, "production_action": "Attach the route-specific SME question to each seed row and preserve it in the normalized row.", "proof_target": "CAIS advisor-intelligence SME, iCapital marketplace and diligence SME, NEPC alternatives SME, Callan RFP network SME, Aksia manager portal / MAX SME", "sme_verify": "Which SME owns the next decision for each route?", "source_path": "data/recovered_loop_tick90_consultant_platform_run_folder_templates.json; data/recovered_loop_tick89_consultant_platform_evidence_ledger_schema.json; docs/quant-consultant-private-wealth-extraction-queue.md"}, "confidence": 0.92, "created_at": "2026-06-20 19:19:58", "deadline": null, "id": "routing-policy-sme-routing-matrix-named-question-routing-2026-06-20-active", "next_review": null, "signal_date": "2026-06-20", "signal_type": "routing_policy", "status": "active", "strategy": "named question routing", "subject_id": "sme-routing-matrix", "subject_name": "SME routing matrix", "subject_type": "routing", "updated_at": "2026-06-20 19:19:58"}
{"amount": "", "attrs": {"evidence_paths": ["data/intel.db", "data/recovered_loop_tick81_monitor_split_official_vs_sme.json", "data/recovered_loop_tick72_low_performer_replacement_evidence_queue.json"]}, "confidence": 0.84, "created_at": "2026-06-20 19:21:16", "deadline": null, "id": "manager-termination-vrs-orchard-liquid-credit-termination-liquid-credit-replacement-capital-2026-06-19-historical", "next_review": null, "signal_date": "2026-06-19", "signal_type": "manager_termination", "status": "historical", "strategy": "liquid credit / replacement capital", "subject_id": "vrs-orchard-liquid-credit-termination", "subject_name": "VRS Orchard Liquid Credit termination", "subject_type": "surface", "updated_at": "2026-06-20 19:21:16"}
{"amount": "", "attrs": {"action": "Treat exhaustive provider temporal coverage as its own production lane until every provider family has status, gaps, and highest-value backfill rows.", "pattern": "Current corpus has strong selected historical motion but not complete temporal history for all provider families.", "priority_rank": 1, "sme_verify": "Which provider family is most likely to generate actionable change signals if temporally backfilled first?", "source_path": "data/recovered_loop_tick91_database_question_probe.json; docs/quant-loop-operating-schedule.md"}, "confidence": 0.95, "created_at": "2026-06-20 19:25:13", "deadline": null, "id": "temporal-backfill-control-plane-tick-92-exhaustive-temporal-backfill-control-plane-all-provider-temporal-coverage-2026-06-20-open", "next_review": null, "signal_date": "2026-06-20", "signal_type": "temporal_backfill_control_plane", "status": "open", "strategy": "all-provider temporal coverage", "subject_id": "tick-92-exhaustive-temporal-backfill-control-plane", "subject_name": "Tick 92 exhaustive temporal backfill control plane", "subject_type": "process", "updated_at": "2026-06-20 19:25:13"}
{"amount": "", "attrs": {"action": "Backfill board packets, monthly disclosures, annual reports, and procurement pages into person/title, manager-change, allocation-change, and search-window histories.", "pattern": "Allocator timing is testable only when board/IC events and manager changes are date-stamped.", "priority_rank": 2, "sme_verify": "Which allocator source family reveals changes before formal RFPs?", "source_path": "docs/quant-board-packet-extraction-queue.md; docs/quant-source-family-ingest-queue.md"}, "confidence": 0.93, "created_at": "2026-06-20 19:25:13", "deadline": null, "id": "temporal-backfill-lane-allocator-temporal-backfill-lane-allocator-temporal-history-2026-06-20-open", "next_review": null, "signal_date": "2026-06-20", "signal_type": "temporal_backfill_lane", "status": "open", "strategy": "allocator temporal history", "subject_id": "allocator-temporal-backfill-lane", "subject_name": "Allocator temporal backfill lane", "subject_type": "temporal_backfill_lane", "updated_at": "2026-06-20 19:25:13"}
{"amount": "", "attrs": {"action": "Backfill fund launches, closures, disbandments, PM moves, team changes, strategy wind-downs, and firm M&A events for manager and competitor universes.", "pattern": "Manager lifecycle changes create replacement and competitive-positioning signals and prevent entity drift.", "priority_rank": 3, "sme_verify": "Which lifecycle events actually change allocator willingness to take a meeting?", "source_path": "data/recovered_loop_tick75_fund_manager_replacement_competitive_clusters.json; data/recovered_loop_tick68_fund_manager_universe_gap_closure.json"}, "confidence": 0.9, "created_at": "2026-06-20 19:25:13", "deadline": null, "id": "temporal-backfill-lane-fund-manager-lifecycle-backfill-lane-fund-and-manager-lifecycle-history-2026-06-20-open", "next_review": null, "signal_date": "2026-06-20", "signal_type": "temporal_backfill_lane", "status": "open", "strategy": "fund and manager lifecycle history", "subject_id": "fund-manager-lifecycle-backfill-lane", "subject_name": "Fund manager lifecycle backfill lane", "subject_type": "temporal_backfill_lane", "updated_at": "2026-06-20 19:25:13"}
{"amount": "", "attrs": {"action": "Backfill consultant ownership, merger, conflict, platform-product, portal, and research-team changes.", "pattern": "Hidden gatekeeper changes alter shortlist routes even when allocator public pages do not change.", "priority_rank": 4, "sme_verify": "Which consultant or platform changes moved actual manager screening behavior?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md; data/recovered_loop_tick91_consultant_platform_seed_run_rows.json"}, "confidence": 0.91, "created_at": "2026-06-20 19:25:13", "deadline": null, "id": "temporal-backfill-lane-consultant-and-platform-temporal-backfill-lane-hidden-workflow-temporal-history-2026-06-20-open", "next_review": null, "signal_date": "2026-06-20", "signal_type": "temporal_backfill_lane", "status": "open", "strategy": "hidden workflow temporal history", "subject_id": "consultant-and-platform-temporal-backfill-lane", "subject_name": "Consultant and platform temporal backfill lane", "subject_type": "temporal_backfill_lane", "updated_at": "2026-06-20 19:25:13"}
{"amount": "", "attrs": {"action": "Backfill provider acquisitions, product launches, field-schema changes, connector changes, and workflow-surface changes for research and allocator tools.", "pattern": "Data/workflow providers determine what decision makers can retrieve and compare.", "priority_rank": 5, "sme_verify": "Which provider changes altered the fields exposed to allocators or consultants?", "source_path": "docs/quant-aeo-geo-monitoring-matrix.md; data/recovered_loop_tick62_decision_tool_chatbot_surfaces.json"}, "confidence": 0.88, "created_at": "2026-06-20 19:25:13", "deadline": null, "id": "temporal-backfill-lane-data-provider-and-workflow-surface-temporal-backfill-lane-workflow-provider-history-2026-06-20-open", "next_review": null, "signal_date": "2026-06-20", "signal_type": "temporal_backfill_lane", "status": "open", "strategy": "workflow provider history", "subject_id": "data-provider-and-workflow-surface-temporal-backfill-lane", "subject_name": "Data provider and workflow surface temporal backfill lane", "subject_type": "temporal_backfill_lane", "updated_at": "2026-06-20 19:25:13"}
{"amount": "", "attrs": {"action": "Run seed answer-engine rows repeatedly and preserve citation, freshness, and route-field deltas.", "pattern": "AEO changes over time can be tested only when raw answers and citations are captured on a cadence.", "priority_rank": 6, "sme_verify": "Does an answer delta reflect real workflow change, index freshness, or model behavior drift?", "source_path": "data/recovered_loop_tick90_answer_engine_run_folder_templates.json; data/recovered_loop_tick91_answer_engine_seed_run_rows.json"}, "confidence": 0.92, "created_at": "2026-06-20 19:25:13", "deadline": null, "id": "answer-engine-temporal-regression-answer-engine-temporal-regression-lane-aeo-geo-answer-behavior-history-2026-06-20-open", "next_review": null, "signal_date": "2026-06-20", "signal_type": "answer_engine_temporal_regression", "status": "open", "strategy": "AEO/GEO answer behavior history", "subject_id": "answer-engine-temporal-regression-lane", "subject_name": "Answer-engine temporal regression lane", "subject_type": "temporal_backfill_lane", "updated_at": "2026-06-20 19:25:13"}
{"amount": "", "attrs": {"action": "Treat the notice, attachments, and addenda as a live replacement-cycle window and keep the search text normalized into a row rather than a summary.", "sme_verify": "Which exact attachment and addendum fields are still missing from the NYC BAM packet?", "source_path": "docs/quant-board-packet-extraction-queue.md; docs/quant-pitch-calendar.md; data/recovered_loop_tick39_board_agenda_rfp_signals.json"}, "confidence": 0.99, "created_at": "2026-06-20 19:27:17", "deadline": null, "id": "public-pension-search-nyc-bureau-of-asset-management-passive-indexing-manager-search-2026-07-15-active", "next_review": null, "signal_date": "2026-07-15", "signal_type": "public_pension_search", "status": "active", "strategy": "", "subject_id": "nyc-bureau-of-asset-management-passive-indexing-manager-search", "subject_name": "NYC Bureau of Asset Management passive indexing manager search", "subject_type": "public_pension", "updated_at": "2026-06-20 19:27:17"}
{"amount": "", "attrs": {"action": "Use monthly disclosure rows as the clearest hire/termination tape in the corpus and backfill exact manager names and transaction dates into the audit.", "sme_verify": "Which monthly-disclosure fields are still not normalized into a dated row?", "source_path": "data/recovered_loop_tick39_board_agenda_rfp_signals.json; docs/quant-board-packet-extraction-queue.md"}, "confidence": 0.98, "created_at": "2026-06-20 19:27:17", "deadline": null, "id": "public-pension-disclosure-new-york-state-common-retirement-fund-monthly-disclosure-2026-04-active", "next_review": null, "signal_date": "2026-04", "signal_type": "public_pension_disclosure", "status": "active", "strategy": "", "subject_id": "new-york-state-common-retirement-fund-monthly-disclosure", "subject_name": "New York State Common Retirement Fund monthly disclosure", "subject_type": "public_pension", "updated_at": "2026-06-20 19:27:17"}
{"amount": "", "attrs": {"action": "Treat CIO and regional-lead transitions as the sovereign family\u2019s highest-value temporal hook for manager access and external-manager resets.", "sme_verify": "Which sovereign transition should be normalized as the canonical external-manager trigger?", "source_path": "data/recovered_loop_tick31_sovereign_pitch_windows.json; data/recovered_loop_tick23_quant_lp_relationships.json"}, "confidence": 0.88, "created_at": "2026-06-20 19:27:17", "deadline": null, "id": "sovereign-personnel-change-kuwait-investment-authority-qatar-investment-authority-public-investment-fund-new-zealand-superannuation-fund-2026-06-18-active", "next_review": null, "signal_date": "2026-06-18", "signal_type": "sovereign_personnel_change", "status": "active", "strategy": "", "subject_id": "kuwait-investment-authority-qatar-investment-authority-public-investment-fund-new-zealand-superannuation-fund", "subject_name": "Kuwait Investment Authority / Qatar Investment Authority / Public Investment Fund / New Zealand Superannuation Fund", "subject_type": "sovereign", "updated_at": "2026-06-20 19:27:17"}
{"amount": "", "attrs": {"action": "Keep the partner-contact surface as a weak intake route until a board record, annual report, or named review owner proves a current decision path.", "sme_verify": "Is partner intake a real manager-search workflow or only a contact surface?", "source_path": "docs/quant-board-packet-extraction-queue.md; data/recovered_loop_tick83_insurance_hospital_foundation_routes.json"}, "confidence": 0.62, "created_at": "2026-06-20 19:27:17", "deadline": null, "id": "endowment-intake-harvard-management-company-partners-and-performance-2026-06-monitor", "next_review": null, "signal_date": "2026-06", "signal_type": "endowment_intake", "status": "monitor", "strategy": "", "subject_id": "harvard-management-company-partners-and-performance", "subject_name": "Harvard Management Company partners and performance", "subject_type": "endowment", "updated_at": "2026-06-20 19:27:17"}
{"amount": "", "attrs": {"action": "Use consultant routing and committee cadence as the main temporal proxy for foundation allocation changes.", "sme_verify": "Which foundation committee or consultant change should be treated as the real decision date?", "source_path": "data/recovered_loop_tick83_insurance_hospital_foundation_routes.json; data/recovered_loop_tick66_lp_family_office_routes.json"}, "confidence": 0.88, "created_at": "2026-06-20 19:27:17", "deadline": null, "id": "foundation-gatekeeper-cambridge-associates-macarthur-kellogg-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "foundation_gatekeeper", "status": "active", "strategy": "", "subject_id": "cambridge-associates-macarthur-kellogg", "subject_name": "Cambridge Associates / MacArthur / Kellogg", "subject_type": "foundation", "updated_at": "2026-06-20 19:27:17"}
{"amount": "", "attrs": {"action": "Treat insurer routing as consultant-led unless an investment-office title change or board calendar proves direct review authority.", "sme_verify": "Does this insurer family move through consultant, OCIO, or direct investment-office control?", "source_path": "data/recovered_loop_tick31_healthcare_insurance_signals.json; data/recovered_loop_tick12_hidden_gatekeepers.json"}, "confidence": 0.86, "created_at": "2026-06-20 19:27:17", "deadline": null, "id": "insurance-gatekeeper-aaa-auto-club-group-russell-investments-captrust-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "insurance_gatekeeper", "status": "active", "strategy": "", "subject_id": "aaa-auto-club-group-russell-investments-captrust", "subject_name": "AAA Auto Club Group / Russell Investments / CAPTRUST", "subject_type": "insurance", "updated_at": "2026-06-20 19:27:17"}
{"amount": "", "attrs": {"action": "Keep hospital routes separate from pure endowment logic and treat them as review-window allocators until the investment gatekeeper is explicit.", "sme_verify": "Is the route a real hospital investment office, a finance review window, or mission-scale only?", "source_path": "data/recovered_loop_tick31_healthcare_insurance_signals.json; data/recovered_loop_tick81_monitor_split_official_vs_sme.json"}, "confidence": 0.68, "created_at": "2026-06-20 19:27:17", "deadline": null, "id": "hospital-review-window-alsac-mass-general-brigham-2025-2026-monitor", "next_review": null, "signal_date": "2025-2026", "signal_type": "hospital_review_window", "status": "monitor", "strategy": "", "subject_id": "alsac-mass-general-brigham", "subject_name": "ALSAC / Mass General Brigham", "subject_type": "hospital_system", "updated_at": "2026-06-20 19:27:17"}
{"amount": "", "attrs": {"action": "Treat consultant changes and RFP/search-window flips as the best corporate-pension and OCIO temporal signal in the corpus.", "sme_verify": "Which OCIO gate actually owns the manager search?", "source_path": "data/recovered_loop_tick83_corporate_pension_ocio_routes.json; docs/quant-consultant-private-wealth-extraction-queue.md"}, "confidence": 0.84, "created_at": "2026-06-20 19:27:17", "deadline": null, "id": "ocio-channel-captrust-russell-verus-cerity-wilshire-2026-06-19-active", "next_review": null, "signal_date": "2026-06-19", "signal_type": "ocio_channel", "status": "active", "strategy": "", "subject_id": "captrust-russell-verus-cerity-wilshire", "subject_name": "CAPTRUST / Russell / Verus / Cerity / Wilshire", "subject_type": "corporate_pension_ocio", "updated_at": "2026-06-20 19:27:17"}
{"amount": "", "attrs": {"action": "Build one date-normalized chronology table that joins person/title history, PM/team moves, firm ownership changes, fund lifecycle, product changes, and answer-engine behavior changes into a single audit surface.", "pattern": "The corpus has strong topical coverage, but the time axis is not normalized evenly across provider families.", "priority_rank": 1, "sme_verify": "Which date-stamped chronology would change the most decisions if it were backfilled first?", "source_path": "docs/quant-signal-validation.md; docs/quant-consultant-private-wealth-extraction-queue.md; docs/quant-aeo-geo-monitoring-matrix.md; docs/quant-aeo-geo-content-backlog.md; data/recovered_loop_tick61_source_family_acquisition_signals.json"}, "confidence": 0.95, "created_at": "2026-06-20 19:28:49", "deadline": null, "id": "temporal-coverage-gap-cross-family-chronology-normalization-2026-06-20-monitor", "next_review": null, "signal_date": "2026-06-20", "signal_type": "temporal_coverage_gap", "status": "monitor", "strategy": "", "subject_id": "cross-family-chronology-normalization", "subject_name": "Cross-family chronology normalization", "subject_type": "audit_register", "updated_at": "2026-06-20 19:28:49"}
{"amount": "", "attrs": {"action": "Backfill named-manager chronology, PM/team moves, launch and closure dates, and strategy wind-down markers for the core hedge-fund universe before promoting rows into allocator-facing timelines.", "pattern": "The corpus is strong on replacement motion and hedge-fund universe closure, but weak on complete person/title and launch-to-close chronology.", "priority_rank": 2, "sme_verify": "Which named manager or PM move caused capital to move, and what date proves it?", "source_path": "data/recovered_batches/extracted_tick10_hedge_funds.json; data/recovered_loop_tick68_fund_manager_universe_gap_closure.json; data/recovered_loop_tick50_replacement_motion_signals.json; data/recovered_loop_tick67_historical_motion_signals.json"}, "confidence": 0.91, "created_at": "2026-06-20 19:28:49", "deadline": null, "id": "temporal-coverage-gap-fund-manager-lifecycle-audit-2026-06-20-monitor", "next_review": null, "signal_date": "2026-06-20", "signal_type": "temporal_coverage_gap", "status": "monitor", "strategy": "", "subject_id": "fund-manager-lifecycle-audit", "subject_name": "Fund manager lifecycle audit", "subject_type": "fund_manager_cluster", "updated_at": "2026-06-20 19:28:49"}
{"amount": "", "attrs": {"action": "Backfill product-release chronology, team moves, and merger lineage for systematic and multi-strategy managers so product changes can be dated against allocator behavior.", "pattern": "The corpus has systematic and wrapper language, but not enough point-in-time product or team change history for the asset-manager layer.", "priority_rank": 3, "sme_verify": "Which product release or team move changed the allocator story?", "source_path": "data/recovered_loop_tick67_historical_motion_signals.json; data/recovered_loop_tick36_private_wealth_platforms_expanded.json; docs/quant-pitch-calendar.md"}, "confidence": 0.86, "created_at": "2026-06-20 19:28:49", "deadline": null, "id": "temporal-coverage-gap-asset-manager-product-and-team-audit-2026-06-20-monitor", "next_review": null, "signal_date": "2026-06-20", "signal_type": "temporal_coverage_gap", "status": "monitor", "strategy": "", "subject_id": "asset-manager-product-and-team-audit", "subject_name": "Asset manager product and team audit", "subject_type": "asset_manager_cluster", "updated_at": "2026-06-20 19:28:49"}
{"amount": "", "attrs": {"action": "Backfill consultant/platform ownership history, consultant title history, and route ownership so delegated-manager screening can be dated instead of implied.", "pattern": "Consultant consolidation is visible in the corpus, but the operational consequences are not fully normalized as a dated ownership ledger.", "priority_rank": 4, "sme_verify": "Which consultant/platform change actually changed who screens managers?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md; data/recovered_loop_tick21_consultant_gap_signals.json; data/recovered_loop_tick67_historical_motion_signals.json; data/recovered_loop_tick55_consultant_child_nodes.json"}, "confidence": 0.89, "created_at": "2026-06-20 19:28:49", "deadline": null, "id": "temporal-coverage-gap-consultant-ownership-and-routing-audit-2026-06-20-monitor", "next_review": null, "signal_date": "2026-06-20", "signal_type": "temporal_coverage_gap", "status": "monitor", "strategy": "", "subject_id": "consultant-ownership-and-routing-audit", "subject_name": "Consultant ownership and routing audit", "subject_type": "consultant_ocio_cluster", "updated_at": "2026-06-20 19:28:49"}
{"amount": "", "attrs": {"action": "Backfill platform ownership changes, onboarding rule changes, and product-launch chronology for iCapital, CAIS, Morningstar Wealth, Envestnet, and related rails.", "pattern": "The corpus is strongest where the platform asks for fields, and weaker where the platform's own product or ownership chronology changes the route.", "priority_rank": 5, "sme_verify": "Which platform rule or wrapper launch changed distribution?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md; data/recovered_loop_tick21_private_wealth_channels.json; data/recovered_loop_tick36_private_wealth_platform_signals.json; data/recovered_loop_tick74_private_wealth_platform_onboarding_fields.json"}, "confidence": 0.9, "created_at": "2026-06-20 19:28:49", "deadline": null, "id": "temporal-coverage-gap-private-wealth-platform-product-and-ownership-audit-2026-06-20-monitor", "next_review": null, "signal_date": "2026-06-20", "signal_type": "temporal_coverage_gap", "status": "monitor", "strategy": "", "subject_id": "private-wealth-platform-product-and-ownership-audit", "subject_name": "Private-wealth platform product and ownership audit", "subject_type": "private_wealth_platform_cluster", "updated_at": "2026-06-20 19:28:49"}
{"amount": "", "attrs": {"action": "Backfill product-release and acquisition timelines for eVestment, Preqin, PitchBook, AlphaSense, Bloomberg ASKB, FactSet, Glean, and related research surfaces.", "pattern": "The corpus knows which research surfaces exist, but not enough about when the surface behavior or product lineage changed.", "priority_rank": 6, "sme_verify": "What changed in product behavior and when did it change?", "source_path": "data/recovered_loop_tick61_source_family_acquisition_signals.json; docs/quant-aeo-geo-monitoring-matrix.md; data/recovered_loop_tick81_monitor_split_official_vs_sme.json"}, "confidence": 0.88, "created_at": "2026-06-20 19:28:49", "deadline": null, "id": "temporal-coverage-gap-data-and-research-provider-release-audit-2026-06-20-monitor", "next_review": null, "signal_date": "2026-06-20", "signal_type": "temporal_coverage_gap", "status": "monitor", "strategy": "", "subject_id": "data-and-research-provider-release-audit", "subject_name": "Data and research provider release audit", "subject_type": "data_research_provider_cluster", "updated_at": "2026-06-20 19:28:49"}
{"amount": "", "attrs": {"action": "Run the same allocator-intent queries monthly across public answer engines and workflow providers, then record ranking drift, citation drift, and workspace-behavior changes in a versioned log.", "pattern": "The corpus can test answer quality now, but it does not yet preserve a full drift history for the same query set over time.", "priority_rank": 7, "sme_verify": "Which release or ranking change caused the answer shift?", "source_path": "docs/quant-aeo-geo-monitoring-matrix.md; docs/quant-aeo-geo-content-backlog.md; data/quant_pitch_calendar.json; data/recovered_loop_tick79_answer_engine_page_specs.json; data/recovered_loop_tick91_answer_engine_seed_run_rows.json"}, "confidence": 0.93, "created_at": "2026-06-20 19:28:49", "deadline": null, "id": "temporal-coverage-gap-answer-engine-and-workspace-drift-audit-2026-06-20-monitor", "next_review": null, "signal_date": "2026-06-20", "signal_type": "temporal_coverage_gap", "status": "monitor", "strategy": "", "subject_id": "answer-engine-and-workspace-drift-audit", "subject_name": "Answer-engine and workspace drift audit", "subject_type": "answer_engine_cluster", "updated_at": "2026-06-20 19:28:49"}
{"amount": "", "attrs": {"action": "Promote competitor analysis into a first-class lane with separate strategy taxonomy and allocation amount normalization.", "pattern": "Current corpus has peer clusters and scattered amount fields, but not a normalized by-strategy allocation matrix.", "priority_rank": 1, "sme_verify": "Which strategy buckets match how allocators actually compare competitors?", "source_path": "data/recovered_loop_tick75_fund_manager_replacement_competitive_clusters.json; data/quant_pitch_calendar.json"}, "confidence": 0.94, "created_at": "2026-06-20 19:40:31", "deadline": null, "id": "competitor-allocation-control-plane-tick-93-competitor-allocation-strategy-control-plane-competitor-fund-analysis-and-wallet-sizing-2026-06-20-open", "next_review": null, "signal_date": "2026-06-20", "signal_type": "competitor_allocation_control_plane", "status": "open", "strategy": "competitor fund analysis and wallet sizing", "subject_id": "tick-93-competitor-allocation-strategy-control-plane", "subject_name": "Tick 93 competitor allocation strategy control plane", "subject_type": "process", "updated_at": "2026-06-20 19:40:31"}
{"amount": "", "attrs": {"action": "Normalize competitor peer sets by strategy type before comparing allocation amounts.", "pattern": "Multi-strategy, systematic, macro, credit, QIS, and liquid-alt competitors answer different replacement objections.", "priority_rank": 2, "sme_verify": "Which peer set does the allocator use in committee materials?", "source_path": "data/recovered_loop_tick75_fund_manager_replacement_competitive_clusters.json"}, "confidence": 0.92, "created_at": "2026-06-20 19:40:31", "deadline": null, "id": "competitor-strategy-taxonomy-competitor-strategy-taxonomy-lane-peer-set-normalization-2026-06-20-open", "next_review": null, "signal_date": "2026-06-20", "signal_type": "competitor_strategy_taxonomy", "status": "open", "strategy": "peer set normalization", "subject_id": "competitor-strategy-taxonomy-lane", "subject_name": "Competitor strategy taxonomy lane", "subject_type": "analysis_lane", "updated_at": "2026-06-20 19:40:31"}
{"amount": "", "attrs": {"action": "Separate hard dollar allocations from target percentages, AUM thresholds, and qualitative demand before aggregating by strategy.", "pattern": "Amounts are currently mixed across deployed dollars, allocation targets, caps, AUM, and survey demand.", "priority_rank": 3, "sme_verify": "Which amount can be counted as actual allocated capital?", "source_path": "data/quant_pitch_calendar.json; graph/schema.py"}, "confidence": 0.9, "created_at": "2026-06-20 19:40:31", "deadline": null, "id": "allocation-amount-normalization-allocation-amount-normalization-lane-amount-comparability-2026-06-20-open", "next_review": null, "signal_date": "2026-06-20", "signal_type": "allocation_amount_normalization", "status": "open", "strategy": "amount comparability", "subject_id": "allocation-amount-normalization-lane", "subject_name": "Allocation amount normalization lane", "subject_type": "analysis_lane", "updated_at": "2026-06-20 19:40:31"}
{"amount": "", "attrs": {"action": "Use Harvard as the first normalized test row for strategy split, then backfill comparable endowment and foundation rows.", "pattern": "Harvard is one of the few rows with both a hedge-fund dollar amount and sub-strategy percentages.", "priority_rank": 4, "sme_verify": "Does the sub-sleeve split map cleanly to the competitor taxonomy?", "source_path": "data/recovered_loop_tick21_live_signals.json"}, "confidence": 0.88, "created_at": "2026-06-20 19:40:31", "deadline": null, "id": "strategy-allocation-example-harvard-hedge-fund-sleeve-allocation-example-hedge-fund-sleeve-split-2026-06-20-active", "next_review": null, "signal_date": "2026-06-20", "signal_type": "strategy_allocation_example", "status": "active", "strategy": "hedge fund sleeve split", "subject_id": "harvard-hedge-fund-sleeve-allocation-example", "subject_name": "Harvard hedge-fund sleeve allocation example", "subject_type": "strategy_allocation_example", "updated_at": "2026-06-20 19:40:31"}
{"amount": "", "attrs": {"action": "Keep GPIF cap/potential as capacity signal, not deployed allocation, until actual allocation rows are captured.", "pattern": "Caps and potential dollars overstate current wallet size if mixed with hard allocations.", "priority_rank": 5, "sme_verify": "What portion of the alternative cap is actually allocable to liquid hedge-fund strategies?", "source_path": "data/recovered_loop_tick21_live_signals.json"}, "confidence": 0.89, "created_at": "2026-06-20 19:40:31", "deadline": null, "id": "amount-comparability-risk-gpif-alternatives-cap-sizing-example-alternatives-cap-versus-deployed-allocation-2026-06-20-monitor", "next_review": null, "signal_date": "2026-06-20", "signal_type": "amount_comparability_risk", "status": "monitor", "strategy": "alternatives cap versus deployed allocation", "subject_id": "gpif-alternatives-cap-sizing-example", "subject_name": "GPIF alternatives cap sizing example", "subject_type": "strategy_allocation_example", "updated_at": "2026-06-20 19:40:31"}
{"amount": "", "attrs": {"action": "Backfill allocator-level strategy amounts and mark every missing value by amount class and comparability risk.", "pattern": "A useful competitor map needs wallet sizing, not just peer names.", "priority_rank": 6, "sme_verify": "Which missing amount would most change outreach prioritization?", "source_path": "docs/quant-board-packet-extraction-queue.md; data/quant_pitch_calendar.json"}, "confidence": 0.91, "created_at": "2026-06-20 19:40:31", "deadline": null, "id": "amount-backfill-gap-competitor-allocation-matrix-schema-strategy-level-wallet-sizing-2026-06-20-open", "next_review": null, "signal_date": "2026-06-20", "signal_type": "amount_backfill_gap", "status": "open", "strategy": "strategy-level wallet sizing", "subject_id": "competitor-allocation-matrix-schema", "subject_name": "Competitor allocation matrix schema", "subject_type": "schema", "updated_at": "2026-06-20 19:40:31"}
{"amount": "$4.1097B fair value in AQR Style Premia U.S. Long Only Equity Beta 1 Fund", "attrs": {"action": "Use NYSCRF as a live systematic allocator and benchmark independent quant implementation against bank-QIS and transparent factor sleeves.", "source_path": "data/recovered_loop_tick16_live_subagent_signals.json; data/recovered_loop_tick23_quant_lp_relationships.json"}, "confidence": 0.9, "created_at": "2026-06-20 19:44:16", "deadline": null, "id": "systematic-allocation-new-york-state-common-retirement-fund-quantitative-systematic-2025-03-31-active", "next_review": null, "signal_date": "2025-03-31", "signal_type": "systematic_allocation", "status": "active", "strategy": "quantitative / systematic", "subject_id": "new-york-state-common-retirement-fund", "subject_name": "New York State Common Retirement Fund", "subject_type": "allocator", "updated_at": "2026-06-20 19:44:16"}
{"amount": "31% hedge funds ($17.6B) with 3% multi-strategy sleeve", "attrs": {"action": "Use Harvard as the clean endowment proof point for multi-strategy capacity, implementation discipline, and allocator-grade transparency.", "source_path": "data/recovered_loop_tick21_live_signals.json; data/recovered_batches/extracted_tick10_lps.json; docs/quant-pitch-calendar.md"}, "confidence": 0.88, "created_at": "2026-06-20 19:44:16", "deadline": null, "id": "multi-strategy-allocation-harvard-university-endowment-multi-strategy-platform-2026-06-30-active", "next_review": null, "signal_date": "2026-06-30", "signal_type": "multi_strategy_allocation", "status": "active", "strategy": "multi-strategy platform", "subject_id": "harvard-university-endowment", "subject_name": "Harvard University Endowment", "subject_type": "allocator", "updated_at": "2026-06-20 19:44:16"}
{"amount": "9% long-short sleeve inside the $17.6B hedge-fund allocation", "attrs": {"action": "Use the long-short sleeve as the allocator proof point for market-neutral or stock-picking pitches with risk-off framing.", "source_path": "data/recovered_loop_tick21_live_signals.json; data/recovered_batches/extracted_tick10_lps.json; data/recovered_loop_tick23_quant_lp_relationships.json"}, "confidence": 0.86, "created_at": "2026-06-20 19:44:16", "deadline": null, "id": "long-short-equity-allocation-harvard-university-endowment-long-short-equity-2026-06-30-active", "next_review": null, "signal_date": "2026-06-30", "signal_type": "long_short_equity_allocation", "status": "active", "strategy": "long-short equity", "subject_id": "harvard-university-endowment", "subject_name": "Harvard University Endowment", "subject_type": "allocator", "updated_at": "2026-06-20 19:44:16"}
{"amount": "about 9% of portfolio in risk-mitigating strategies", "attrs": {"action": "Treat CalSTRS as a live risk-mitigation allocator and lead with trend-following, rates/FX dislocation, and crisis-alpha language.", "source_path": "data/recovered_batches/extracted_tick10_lps.json; data/recovered_loop_tick23_quant_lp_relationships.json"}, "confidence": 0.84, "created_at": "2026-06-20 19:44:16", "deadline": null, "id": "macro-cta-allocation-calstrs-systematic-macro-cta-2025-2026-active", "next_review": null, "signal_date": "2025-2026", "signal_type": "macro_cta_allocation", "status": "active", "strategy": "systematic macro / CTA", "subject_id": "calstrs", "subject_name": "CalSTRS", "subject_type": "allocator", "updated_at": "2026-06-20 19:44:16"}
{"amount": "$350M committed to Garda Fixed Income Relative Value Opportunities Fund", "attrs": {"action": "Use VRS as the liquidation and replacement-motion case for credit and relative-value sleeves; position transition planning and fee/liquidity clarity first.", "source_path": "data/recovered_loop_tick72_low_performer_replacement_evidence_queue.json; data/recovered_batches/extracted_tick10_lps.json"}, "confidence": 0.9, "created_at": "2026-06-20 19:44:16", "deadline": null, "id": "relative-value-credit-replacement-virginia-retirement-system-relative-value-credit-2026-03-01-monitor", "next_review": null, "signal_date": "2026-03-01", "signal_type": "relative_value_credit_replacement", "status": "monitor", "strategy": "relative value / credit", "subject_id": "virginia-retirement-system", "subject_name": "Virginia Retirement System", "subject_type": "allocator", "updated_at": "2026-06-20 19:44:16"}
{"amount": "3% of a $2.1B portfolio shifted to Goldman Sachs QIS", "attrs": {"action": "Benchmark independent quant and systematic managers against bank-packaged QIS using portability, transparency, and customization arguments.", "source_path": "data/recovered_loop_tick14_quant_actionable_signals.json"}, "confidence": 0.7, "created_at": "2026-06-20 19:44:16", "deadline": null, "id": "qis-shift-murdock-trust-qis-bank-alternatives-2026-04-21-monitor", "next_review": null, "signal_date": "2026-04-21", "signal_type": "qis_shift", "status": "monitor", "strategy": "QIS / bank alternatives", "subject_id": "murdock-trust", "subject_name": "Murdock Trust", "subject_type": "foundation", "updated_at": "2026-06-20 19:44:16"}
{"amount": "7%-13% Portfolio Completion Strategies target range; 27 managers as of Dec 2025", "attrs": {"action": "Use MassPRIM as the strongest managed-account and portfolio-completion allocator in the corpus; pitch SMA-friendly, transparent, operationally clean implementation.", "source_path": "data/recovered_loop_tick16_live_subagent_signals.json; data/recovered_loop_tick21_live_signals.json; data/recovered_batches/extracted_tick10_lps.json; data/recovered_loop_tick74_private_wealth_platform_onboarding_fields.json"}, "confidence": 0.87, "created_at": "2026-06-20 19:44:16", "deadline": null, "id": "managed-account-platform-massachusetts-prim-prit-fund-managed-accounts-liquid-alts-2026-02-20-active", "next_review": null, "signal_date": "2026-02-20", "signal_type": "managed_account_platform", "status": "active", "strategy": "managed accounts / liquid alts", "subject_id": "massachusetts-prim-prit-fund", "subject_name": "Massachusetts PRIM / PRIT Fund", "subject_type": "allocator", "updated_at": "2026-06-20 19:44:16"}
{"amount": "$250M", "attrs": {"source_path": "data/recovered_loop_tick13_allocation_signals.json; data/recovered_loop_tick11_quant_allocators.json"}, "confidence": 0.7, "created_at": "2026-06-20 19:44:45", "deadline": null, "id": "capital-raise-taproot-management-cpp-investments-alpha-capture-multi-strategy-replication-2026-03-closed", "next_review": null, "signal_date": "2026-03", "signal_type": "capital_raise", "status": "closed", "strategy": "alpha capture / multi-strategy replication", "subject_id": "taproot-management-cpp-investments", "subject_name": "Taproot Management / CPP Investments", "subject_type": "fund", "updated_at": "2026-06-20 19:44:45"}
{"amount": "10 new hires tracking $2.67B", "attrs": {"source_path": "data/quant_pitch_calendar.json"}, "confidence": 0.88, "created_at": "2026-06-20 19:44:45", "deadline": null, "id": "market-trend-us-public-pension-cohort-public-pension-risk-mitigating-hedge-funds-2026-03-31-active", "next_review": null, "signal_date": "2026-03-31", "signal_type": "market_trend", "status": "active", "strategy": "public pension / risk-mitigating hedge funds", "subject_id": "us-public-pension-cohort", "subject_name": "US Public Pension Cohort", "subject_type": "allocator", "updated_at": "2026-06-20 19:44:45"}
{"amount": "$17.6B hedge fund allocation", "attrs": {"source_path": "data/quant_pitch_calendar.json"}, "confidence": 0.92, "created_at": "2026-06-20 19:44:45", "deadline": null, "id": "manager-search-harvard-university-endowment-endowment-hedge-fund-allocations-2026-06-30-active", "next_review": null, "signal_date": "2026-06-30", "signal_type": "manager_search", "status": "active", "strategy": "endowment hedge fund allocations", "subject_id": "harvard-university-endowment", "subject_name": "Harvard University Endowment", "subject_type": "allocator", "updated_at": "2026-06-20 19:44:45"}
{"amount": "20-34% hedge fund allocations", "attrs": {"source_path": "data/quant_pitch_calendar.json"}, "confidence": 0.85, "created_at": "2026-06-20 19:44:45", "deadline": null, "id": "allocation-increase-ivy-league-endowment-cohort-endowment-hedge-fund-allocations-2026-06-30-active", "next_review": null, "signal_date": "2026-06-30", "signal_type": "allocation_increase", "status": "active", "strategy": "endowment hedge fund allocations", "subject_id": "ivy-league-endowment-cohort", "subject_name": "Ivy League Endowment Cohort", "subject_type": "allocator", "updated_at": "2026-06-20 19:44:45"}
{"amount": "3.1% hedge funds", "attrs": {"source_path": "data/quant_pitch_calendar.json"}, "confidence": 0.75, "created_at": "2026-06-20 19:44:45", "deadline": null, "id": "allocation-increase-global-sovereign-wealth-fund-cohort-sovereign-wealth-fund-hedge-fund-allocations-2026-06-active", "next_review": null, "signal_date": "2026-06", "signal_type": "allocation_increase", "status": "active", "strategy": "sovereign wealth fund hedge fund allocations", "subject_id": "global-sovereign-wealth-fund-cohort", "subject_name": "Global Sovereign Wealth Fund Cohort", "subject_type": "allocator", "updated_at": "2026-06-20 19:44:45"}
{"amount": "$4B program exited in 2014", "attrs": {"source_path": "data/quant_pitch_calendar.json"}, "confidence": 0.8, "created_at": "2026-06-20 19:44:45", "deadline": null, "id": "new-allocation-calpers-public-pension-risk-mitigating-hedge-funds-2026-q1-active", "next_review": null, "signal_date": "2026-Q1", "signal_type": "new_allocation", "status": "active", "strategy": "public pension / risk-mitigating hedge funds", "subject_id": "calpers", "subject_name": "CalPERS", "subject_type": "public_pension", "updated_at": "2026-06-20 19:44:45"}
{"amount": "", "attrs": {"action": "Prioritize named buyer, official intake, and hard allocation proof over more route-level expansion.", "pattern": "The corpus has strong route maps but uneven active-buyer and amount proof.", "priority_rank": 1, "sme_verify": "Which family-office or international route can be treated as active buyer this month?", "source_path": "data/recovered_loop_tick82_family_office_private_bank_corridors.json; data/recovered_loop_tick83_sovereign_external_manager_routes.json"}, "confidence": 0.94, "created_at": "2026-06-21 04:12:03", "deadline": null, "id": "family-office-international-hardening-tick-94-family-office-international-hardening-control-plane-family-office-and-international-route-hardening-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "family_office_international_hardening", "status": "open", "strategy": "family-office and international route hardening", "subject_id": "tick-94-family-office-international-hardening-control-plane", "subject_name": "Tick 94 family-office international hardening control plane", "subject_type": "process", "updated_at": "2026-06-21 04:12:03"}
{"amount": "", "attrs": {"action": "Backfill current CIO/principal/home-office owner names before claiming direct family-office outreach priority.", "pattern": "Family-office route surfaces are usable only after current decision owner or event proof is attached.", "priority_rank": 2, "sme_verify": "Which named person owns the family-office research or allocation decision?", "source_path": "data/recovered_loop_tick82_family_office_private_bank_corridors.json"}, "confidence": 0.9, "created_at": "2026-06-21 04:12:03", "deadline": null, "id": "named-buyer-gap-family-office-named-buyer-hardening-lane-family-office-decision-owner-backfill-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "named_buyer_gap", "status": "open", "strategy": "family-office decision owner backfill", "subject_id": "family-office-named-buyer-hardening-lane", "subject_name": "Family-office named buyer hardening lane", "subject_type": "analysis_lane", "updated_at": "2026-06-21 04:12:03"}
{"amount": "", "attrs": {"action": "Backfill official manager-facing intake surfaces for GPIF, PIF, GIC, CPPIB, NZ Super, NBIM, and Middle East sovereign routes.", "pattern": "International routes are most actionable when manager registration or external-manager ownership is visible.", "priority_rank": 3, "sme_verify": "Is this intake surface actually manager-facing today?", "source_path": "data/recovered_loop_tick83_sovereign_external_manager_routes.json"}, "confidence": 0.92, "created_at": "2026-06-21 04:12:03", "deadline": null, "id": "official-intake-gap-international-official-intake-hardening-lane-international-manager-intake-proof-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "official_intake_gap", "status": "open", "strategy": "international manager-intake proof", "subject_id": "international-official-intake-hardening-lane", "subject_name": "International official-intake hardening lane", "subject_type": "analysis_lane", "updated_at": "2026-06-21 04:12:03"}
{"amount": "", "attrs": {"action": "Separate actual strategy dollars from AUM, caps, allocation shares, and derived estimates.", "pattern": "International rows often carry scale but not actual hedge-fund sleeve amounts.", "priority_rank": 4, "sme_verify": "Which amount can be treated as real allocable hedge-fund capital?", "source_path": "data/recovered_loop_tick93_allocation_amount_by_strategy_audit.json"}, "confidence": 0.88, "created_at": "2026-06-21 04:12:03", "deadline": null, "id": "hard-amount-gap-international-allocation-amount-hardening-lane-hard-allocation-proof-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "hard_amount_gap", "status": "open", "strategy": "hard allocation proof", "subject_id": "international-allocation-amount-hardening-lane", "subject_name": "International allocation amount hardening lane", "subject_type": "analysis_lane", "updated_at": "2026-06-21 04:12:03"}
{"amount": "", "attrs": {"action": "Backfill minimums, all-in fees, subscription workflow, conversion rates, and mandatory listability fields.", "pattern": "Advisor platforms need economics and field-level proof, not only brand route coverage.", "priority_rank": 5, "sme_verify": "Which platform field blocks listability?", "source_path": "data/recovered_loop_tick74_private_wealth_platform_onboarding_fields.json; data/recovered_loop_tick93_competitor_allocation_strategy_control_plane.json"}, "confidence": 0.89, "created_at": "2026-06-21 04:12:03", "deadline": null, "id": "platform-economics-gap-private-wealth-platform-hardening-lane-platform-economics-and-listability-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "platform_economics_gap", "status": "open", "strategy": "platform economics and listability", "subject_id": "private-wealth-platform-hardening-lane", "subject_name": "Private-wealth platform hardening lane", "subject_type": "analysis_lane", "updated_at": "2026-06-21 04:12:03"}
{"amount": "", "attrs": {"action": "Build answer-engine packets only after route rows carry current owner, intake, or hard allocation evidence.", "pattern": "AEO/GEO pages should not promote route-level hypotheses as active buyers.", "priority_rank": 6, "sme_verify": "Which public answer should be allowed to claim active buyer status?", "source_path": "docs/quant-aeo-geo-content-backlog.md; data/recovered_loop_tick87_private_wealth_consultant_aeo_mirrors.json"}, "confidence": 0.9, "created_at": "2026-06-21 04:12:03", "deadline": null, "id": "aeo-packet-hardening-family-office-international-aeo-packet-lane-family-office-and-international-answer-engine-packets-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "aeo_packet_hardening", "status": "open", "strategy": "family-office and international answer-engine packets", "subject_id": "family-office-international-aeo-packet-lane", "subject_name": "Family-office international AEO packet lane", "subject_type": "content_asset", "updated_at": "2026-06-21 04:12:03"}
{"amount": "", "attrs": {"action": "Publish advisor one-pagers, model-portfolio fit notes, liquidity/fee explainers, and Q&A blocks that resolve liquid-alts prompts cleanly.", "pattern": "CAIS becomes actionable when the current retrieval entry point and workflow owner are explicit.", "priority_rank": 1, "proof_gap": "Need the current CAIS advisor-intelligence owner and the live prompt surface.", "sme_verify": "Which CAIS surface is the real retrieval entry point for advisor search?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md; data/recovered_loop_tick35_private_wealth_platform_signals.json"}, "confidence": 0.88, "created_at": "2026-06-21 04:13:18", "deadline": null, "id": "private-wealth-route-hardening-cais-x-claude-cais-advisor-intelligence-advisor-platform-aeo-geo-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "private_wealth_route_hardening", "status": "active", "strategy": "advisor-platform AEO/GEO", "subject_id": "cais-x-claude-cais-advisor-intelligence", "subject_name": "CAIS x Claude / CAIS advisor intelligence", "subject_type": "vendor", "updated_at": "2026-06-21 12:42:18"}
{"amount": "", "attrs": {"action": "Normalize the manager into platform-compatible fund data, subscription workflow, DDQ fields, advisor education, and reporting artifacts.", "pattern": "iCapital turns listability into a metadata and workflow question before it becomes a sales question.", "priority_rank": 2, "proof_gap": "Need the current marketplace owner and the live onboarding fields.", "sme_verify": "Which iCapital field determines listability?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md; data/recovered_loop_tick35_private_wealth_platform_signals.json"}, "confidence": 0.89, "created_at": "2026-06-21 04:13:18", "deadline": null, "id": "private-wealth-route-hardening-icapital-marketplace-due-diligence-platform-listing-and-diligence-packaging-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "private_wealth_route_hardening", "status": "active", "strategy": "platform listing and diligence packaging", "subject_id": "icapital-marketplace-due-diligence", "subject_name": "iCapital Marketplace / Due Diligence", "subject_type": "vendor", "updated_at": "2026-06-21 12:42:18"}
{"amount": "", "attrs": {"action": "Use report-driven outreach to target strategic allocation reviews and liquid-diversifier conversations.", "pattern": "UBS is the clearest current family-office report publisher in the local corpus, but the named owner layer is still thin.", "priority_rank": 3, "proof_gap": "Need the latest report page and the current report owner or allocator-contact name.", "sme_verify": "Which UBS report or event page is current and who owns it?", "source_path": "data/recovered_loop_tick36_private_wealth_platforms_expanded.json; data/recovered_loop_tick74_private_wealth_platform_onboarding_fields.json; docs/quant-pitch-calendar.md"}, "confidence": 0.82, "created_at": "2026-06-21 04:13:18", "deadline": null, "id": "private-bank-route-hardening-ubs-global-wealth-management-family-office-and-uhnw-uhnw-and-family-office-education-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "private_bank_route_hardening", "status": "active", "strategy": "UHNW and family-office education", "subject_id": "ubs-global-wealth-management-family-office-and-uhnw", "subject_name": "UBS Global Wealth Management / Family Office and UHNW", "subject_type": "vendor", "updated_at": "2026-06-21 04:13:18"}
{"amount": "", "attrs": {"proof_gap": "Need a current J.P. Morgan-owned page and the named owner behind it.", "sme_verify": "Which public J.P. Morgan surface is the real family-office route?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md; docs/quant-pitch-calendar.md; data/recovered_loop_tick74_private_wealth_platform_onboarding_fields.json"}, "confidence": 0.7, "created_at": "2026-06-21 04:13:18", "deadline": null, "id": "private-bank-route-hardening-j-p-morgan-private-bank-research-private-bank-family-office-research-route-2026-06-21-monitor", "next_review": null, "signal_date": "2026-06-21", "signal_type": "private_bank_route_hardening", "status": "monitor", "strategy": "private-bank family-office research route", "subject_id": "j-p-morgan-private-bank-research", "subject_name": "J.P. Morgan Private Bank research", "subject_type": "vendor", "updated_at": "2026-06-21 04:20:19"}
{"amount": "", "attrs": {"action": "Extract member-firm, event, speaker, sponsor, and webinar evidence so the network becomes searchable as a routable graph.", "pattern": "The network is useful, but only once member firms and named leaders are backfilled.", "priority_rank": 5, "proof_gap": "Need named member-firm leaders and current webinar hosts.", "sme_verify": "Which Family Wealth Alliance member-firm page exposes CIO contacts first?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md; data/recovered_loop_tick75_conference_meeting_calendar_routes.json"}, "confidence": 0.81, "created_at": "2026-06-21 04:13:18", "deadline": null, "id": "family-office-network-hardening-family-wealth-alliance-network-mfo-network-referral-multiplier-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "family_office_network_hardening", "status": "active", "strategy": "MFO network / referral multiplier", "subject_id": "family-wealth-alliance-network", "subject_name": "Family Wealth Alliance network", "subject_type": "vendor", "updated_at": "2026-06-21 04:13:18"}
{"amount": "", "attrs": {"action": "Extract the current speaker, sponsor, qualification, and registration pages and route family-office quant education to named CIO corridors.", "pattern": "Campden is one of the cleanest family-office access layers in the corpus, but the current people layer is still thin.", "priority_rank": 6, "proof_gap": "Need the current speaker roster and qualification owner.", "sme_verify": "Which Campden page best exposes the current speaker list and qualification rules?", "source_path": "docs/quant-pitch-calendar.md; data/recovered_loop_tick64_official_event_source_upgrades.json; data/recovered_loop_tick75_conference_meeting_calendar_routes.json"}, "confidence": 0.92, "created_at": "2026-06-21 04:13:18", "deadline": null, "id": "family-office-event-hardening-campden-wealth-events-family-office-event-route-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "family_office_event_hardening", "status": "active", "strategy": "family-office event route", "subject_id": "campden-wealth-events", "subject_name": "Campden Wealth events", "subject_type": "conference", "updated_at": "2026-06-21 04:13:18"}
{"amount": "", "attrs": {"action": "Normalize speaker and sponsor rosters, then backfill event-to-person edges for recurring forums and intelligence pages.", "pattern": "APB is already a live APAC private-wealth route, but the roster detail is still too thin for named-owner hardening.", "priority_rank": 7, "proof_gap": "Need current speaker and sponsor metadata from the summit or intelligence feed.", "sme_verify": "Which APB page exposes the strongest current speaker and sponsor metadata?", "source_path": "docs/quant-pitch-calendar.md; data/recovered_loop_tick63_event_speaker_sponsor_gap_map.json; data/recovered_loop_tick64_official_event_source_upgrades.json"}, "confidence": 0.9, "created_at": "2026-06-21 04:13:18", "deadline": null, "id": "apac-private-wealth-event-hardening-asian-private-banker-event-surfaces-apac-private-bank-event-routing-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "apac_private_wealth_event_hardening", "status": "active", "strategy": "APAC private-bank event routing", "subject_id": "asian-private-banker-event-surfaces", "subject_name": "Asian Private Banker event surfaces", "subject_type": "vendor", "updated_at": "2026-06-21 04:13:18"}
{"amount": "", "attrs": {"action": "Extract event_date, city, sponsor_name, speaker_name, topic, wealth_firm, and registration_path from the forum schedule and route each event into a reusable outreach packet.", "pattern": "Hubbis already exposes register, sponsor, and speaker paths, but the per-event metadata still needs a thinner extraction layer.", "priority_rank": 8, "proof_gap": "Need current sponsors, speakers, and the forum chair or program director.", "sme_verify": "Which Hubbis page is most reliable for current sponsors and speakers?", "source_path": "docs/quant-pitch-calendar.md; data/recovered_loop_tick38_apac_middle_east_distribution_channels.json; data/recovered_loop_tick62_apac_mena_private_wealth_routes.json"}, "confidence": 0.93, "created_at": "2026-06-21 04:13:18", "deadline": null, "id": "apac-private-wealth-event-hardening-hubbis-event-surfaces-apac-and-middle-east-private-wealth-routing-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "apac_private_wealth_event_hardening", "status": "active", "strategy": "APAC and Middle East private-wealth routing", "subject_id": "hubbis-event-surfaces", "subject_name": "Hubbis event surfaces", "subject_type": "vendor", "updated_at": "2026-06-21 04:13:18"}
{"amount": "", "attrs": {"action": "Keep GPIF, GIC, NZ Super, and Future Fund on separate APAC intake tracks and do not collapse them into one sovereign bucket.", "pattern": "The corpus shows distinct intake surfaces across APAC sovereigns rather than one unified route.", "source_path": "data/recovered_loop_tick23_pitch_windows.json; data/recovered_loop_tick31_sovereign_pitch_windows.json; data/recovered_loop_tick37_non_us_allocator_committees.json; data/recovered_loop_tick83_sovereign_external_manager_routes.json"}, "confidence": 0.93, "created_at": "2026-06-21 04:15:32", "deadline": null, "id": "route-family-apac-sovereign-route-family-manager-registration-external-mandates-and-cio-transition-surfaces-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "route_family", "status": "active", "strategy": "manager-registration, external mandates, and CIO-transition surfaces", "subject_id": "apac-sovereign-route-family", "subject_name": "APAC sovereign route family", "subject_type": "route_family", "updated_at": "2026-06-21 04:15:32"}
{"amount": "", "attrs": {"action": "Route PIF, KIA, QIA, and ADIA separately because each has a different owner stack and intake surface.", "pattern": "The corpus distinguishes Managers Gate, advisory coverage, CIO transition, and committee routing across Middle East sovereigns.", "source_path": "data/recovered_loop_tick31_sovereign_pitch_windows.json; data/recovered_loop_tick38_apac_middle_east_distribution_signals.json; data/recovered_loop_tick83_sovereign_external_manager_routes.json"}, "confidence": 0.91, "created_at": "2026-06-21 04:15:32", "deadline": null, "id": "route-family-middle-east-sovereign-route-family-manager-registration-committee-routing-and-regional-coverage-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "route_family", "status": "active", "strategy": "manager registration, committee routing, and regional coverage", "subject_id": "middle-east-sovereign-route-family", "subject_name": "Middle East sovereign route family", "subject_type": "route_family", "updated_at": "2026-06-21 04:15:32"}
{"amount": "", "attrs": {"action": "Keep the public-pension routes separate because HOOPP, OMERS, ATP, NBIM, and CPPIB do not share one common decision path.", "pattern": "The corpus keeps board, committee, and external-portfolio-management lanes distinct for non-US public allocators.", "source_path": "data/recovered_loop_tick37_non_us_allocator_signals.json; data/recovered_loop_tick37_non_us_allocator_committees.json; data/recovered_loop_tick83_sovereign_external_manager_routes.json"}, "confidence": 0.9, "created_at": "2026-06-21 04:15:32", "deadline": null, "id": "route-family-non-us-public-allocator-route-family-liability-aware-quant-absolute-return-and-portfolio-construction-routes-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "route_family", "status": "active", "strategy": "liability-aware quant, absolute return, and portfolio-construction routes", "subject_id": "non-us-public-allocator-route-family", "subject_name": "Non-US public allocator route family", "subject_type": "route_family", "updated_at": "2026-06-21 04:15:32"}
{"amount": "", "attrs": {"action": "Treat LGPS Central, Border to Coast, and Northern LGPS as pooled entry points and backfill each pool separately.", "pattern": "The corpus names LGPS pools but does not yet give a single national hard sleeve for UK local government pensions.", "sme_verify": "Ask an allocator SME whether this should stay pool-by-pool instead of collapsing into one UK LGPS bucket.", "source_path": "docs/quant-pitch-calendar.md; data/recovered_batches/extracted_tick10_european_allocators.json; data/recovered_loop_tick93_allocation_amount_by_strategy_audit.json"}, "confidence": 0.76, "created_at": "2026-06-21 04:15:32", "deadline": null, "id": "route-family-uk-lgps-route-family-pooled-pension-regional-pension-pool-2026-06-21-monitor", "next_review": null, "signal_date": "2026-06-21", "signal_type": "route_family", "status": "monitor", "strategy": "pooled pension / regional pension pool", "subject_id": "uk-lgps-route-family", "subject_name": "UK LGPS route family", "subject_type": "route_family", "updated_at": "2026-06-21 04:22:59"}
{"amount": "", "attrs": {"action": "Use the alternative-assets registration system as the first-touch surface for non-core strategies.", "pattern": "GPIF has a manager-registration system for alternative assets in the corpus.", "source_path": "data/recovered_loop_tick37_non_us_allocator_signals.json; data/recovered_loop_tick40_influence_paths_aeo_geo.json; data/recovered_loop_tick83_sovereign_external_manager_routes.json; data/recovered_loop_tick93_allocation_amount_by_strategy_audit.json"}, "confidence": 0.96, "created_at": "2026-06-21 04:15:32", "deadline": null, "id": "manager-registration-open-gpif-alternative-assets-separate-managed-accounts-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "manager_registration_open", "status": "active", "strategy": "alternative assets / separate managed accounts", "subject_id": "gpif", "subject_name": "GPIF", "subject_type": "public_pension", "updated_at": "2026-06-21 04:15:32"}
{"amount": "", "attrs": {"action": "Pitch through the executive chain and external-managers stack rather than a lone team.", "pattern": "GIC's Group Executive Committee sits inside the executive decision stack and the corpus gives the allocator a hedge-fund share.", "source_path": "data/recovered_loop_tick23_quant_lp_relationships.json; data/recovered_loop_tick37_non_us_allocator_committees.json; data/recovered_loop_tick83_sovereign_external_manager_routes.json; data/recovered_loop_tick93_allocation_amount_by_strategy_audit.json"}, "confidence": 0.95, "created_at": "2026-06-21 04:15:32", "deadline": null, "id": "governance-route-gic-government-of-singapore-investment-corporation-systematic-hedge-funds-liquid-diversifiers-managed-accounts-and-macro-sleeves-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "governance_route", "status": "active", "strategy": "systematic hedge funds, liquid diversifiers, managed accounts, and macro sleeves", "subject_id": "gic-government-of-singapore-investment-corporation", "subject_name": "GIC (Government of Singapore Investment Corporation)", "subject_type": "sovereign_wealth_fund", "updated_at": "2026-06-21 04:15:32"}
{"amount": "", "attrs": {"action": "Route material through Managers Gate and keep the international and MENA leadership stack separate.", "pattern": "PIF exposes a public registration/login surface for the MENA External Managers Program.", "source_path": "data/recovered_batches/extracted_tick10_swf_pensions.json; data/recovered_loop_tick38_apac_middle_east_distribution_signals.json; data/recovered_loop_tick81_current_pitch_execution_queue.json; data/recovered_loop_tick83_sovereign_external_manager_routes.json"}, "confidence": 0.96, "created_at": "2026-06-21 04:15:32", "deadline": null, "id": "manager-registration-open-public-investment-fund-pif-systematic-hedge-funds-macro-liquid-alternatives-and-managed-accounts-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "manager_registration_open", "status": "open", "strategy": "systematic hedge funds, macro, liquid alternatives, and managed accounts", "subject_id": "public-investment-fund-pif", "subject_name": "Public Investment Fund (PIF)", "subject_type": "sovereign_wealth_fund", "updated_at": "2026-06-21 04:15:32"}
{"amount": "", "attrs": {"action": "Use the CIO transition window as a reopen point for liquid, institutionally run strategies.", "pattern": "A sovereign allocator that hires a CIO from hedge-fund strategies tends to reopen external-manager conversations.", "source_path": "data/recovered_batches/extracted_tick10_swf_pensions.json; data/recovered_loop_tick31_sovereign_pitch_windows.json"}, "confidence": 0.88, "created_at": "2026-06-21 04:15:32", "deadline": null, "id": "personnel-change-kuwait-investment-authority-kia-hedge-funds-external-managers-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "personnel_change", "status": "active", "strategy": "hedge funds / external managers", "subject_id": "kuwait-investment-authority-kia", "subject_name": "Kuwait Investment Authority (KIA)", "subject_type": "allocator", "updated_at": "2026-06-21 04:15:32"}
{"amount": "", "attrs": {"action": "Use the regional coverage reshuffle to reach the decision makers before a formal RFP appears.", "pattern": "Regional coverage changes inside a sovereign fund create a practical pitch window even without a public RFP.", "source_path": "data/recovered_batches/extracted_tick10_swf_pensions.json; data/recovered_loop_tick31_sovereign_pitch_windows.json"}, "confidence": 0.87, "created_at": "2026-06-21 04:15:32", "deadline": null, "id": "personnel-change-qatar-investment-authority-qia-hedge-funds-external-managers-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "personnel_change", "status": "active", "strategy": "hedge funds / external managers", "subject_id": "qatar-investment-authority-qia", "subject_name": "Qatar Investment Authority (QIA)", "subject_type": "allocator", "updated_at": "2026-06-21 04:15:32"}
{"amount": "", "attrs": {"action": "Pitch hedge funds and managed futures as financial alternatives to the governance layer.", "pattern": "ADIA routes recommendations through an Investment Committee in the local corpus.", "source_path": "data/recovered_batches/extracted_tick10_lps.json; data/recovered_loop_tick37_non_us_allocator_signals.json; data/recovered_loop_tick83_sovereign_external_manager_routes.json"}, "confidence": 0.95, "created_at": "2026-06-21 04:15:32", "deadline": null, "id": "governance-route-abu-dhabi-investment-authority-adia-hedge-funds-managed-futures-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "governance_route", "status": "active", "strategy": "hedge funds / managed futures", "subject_id": "abu-dhabi-investment-authority-adia", "subject_name": "Abu Dhabi Investment Authority (ADIA)", "subject_type": "sovereign_wealth_fund", "updated_at": "2026-06-21 04:15:32"}
{"amount": "", "attrs": {"action": "Approach the external-mandates side of the co-CIO model with systematic and liquid-alternatives language.", "pattern": "The corpus identifies a co-CIO split and an external-mandates route for NZ Super.", "source_path": "data/recovered_batches/extracted_tick10_swf_pensions.json; data/recovered_loop_tick23_pitch_windows.json; data/recovered_loop_tick31_sovereign_pitch_windows.json; data/recovered_loop_tick83_sovereign_external_manager_routes.json"}, "confidence": 0.92, "created_at": "2026-06-21 04:15:32", "deadline": null, "id": "manager-onboarding-new-zealand-superannuation-fund-portable-alpha-systematic-and-managed-account-proposals-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "manager_onboarding", "status": "active", "strategy": "portable alpha, systematic, and managed-account proposals", "subject_id": "new-zealand-superannuation-fund", "subject_name": "New Zealand Superannuation Fund", "subject_type": "allocator", "updated_at": "2026-06-21 04:15:32"}
{"amount": "", "attrs": {"action": "Contact the allocator in the early post-transition period and frame liquid diversifiers as a fit for the new operating cadence.", "pattern": "Incoming CIOs commonly reset external-manager relationships and reopen allocation conversations.", "source_path": "data/recovered_batches/extracted_tick10_swf_pensions.json; data/recovered_loop_tick23_pitch_windows.json; data/recovered_loop_tick92_allocator_provider_temporal_coverage_audit.json"}, "confidence": 0.96, "created_at": "2026-06-21 04:15:32", "deadline": null, "id": "new-cio-future-fund-hedge-funds-external-managers-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "new_cio", "status": "active", "strategy": "hedge funds / external managers", "subject_id": "future-fund", "subject_name": "Future Fund", "subject_type": "allocator", "updated_at": "2026-06-21 04:15:32"}
{"amount": "", "attrs": {"action": "Use the hard commitment as the cleanest proof that CPPIB can back differentiated systematic or alpha-capture managers.", "pattern": "The corpus contains a specific $250M backing from CPPIB.", "source_path": "data/recovered_loop_tick13_allocation_signals.json; data/recovered_loop_tick11_quant_allocators.json; data/recovered_loop_tick93_allocation_amount_by_strategy_audit.json"}, "confidence": 0.7, "created_at": "2026-06-21 04:15:32", "deadline": null, "id": "capital-raise-cpp-investments-cppib-alpha-capture-multi-strategy-replication-2026-03-closed", "next_review": null, "signal_date": "2026-03", "signal_type": "capital_raise", "status": "closed", "strategy": "alpha capture / multi-strategy replication", "subject_id": "cpp-investments-cppib", "subject_name": "CPP Investments (CPPIB)", "subject_type": "public_pension", "updated_at": "2026-06-21 04:15:32"}
{"amount": "", "attrs": {"action": "Backfill each LGPS pool separately and avoid treating the UK LGPS as one unified sleeve.", "pattern": "The corpus gives pooled LGPS platform names and a multi-billion GBP reference, but not one hard UK-wide amount.", "source_path": "data/recovered_batches/extracted_tick10_european_allocators.json; data/recovered_loop_tick93_allocation_amount_by_strategy_audit.json; data/intel.db"}, "confidence": 0.78, "created_at": "2026-06-21 04:15:32", "deadline": null, "id": "strategy-demand-lgps-central-border-to-coast-northern-lgps-pooled-pension-alternatives-routing-2026-06-21-monitor", "next_review": null, "signal_date": "2026-06-21", "signal_type": "strategy_demand", "status": "monitor", "strategy": "pooled pension / alternatives routing", "subject_id": "lgps-central-border-to-coast-northern-lgps", "subject_name": "LGPS Central / Border to Coast / Northern LGPS", "subject_type": "pooled_pension_route", "updated_at": "2026-06-21 04:15:32"}
{"amount": "", "attrs": {"action": "Lead with absolute-return, derivatives, and low-correlation risk management.", "pattern": "HOOPP openly operates a discretionary derivatives and alternative-investments team and says absolute-return strategies are meant to work in any market condition.", "source_path": "data/recovered_batches/extracted_tick10_lps.json; data/recovered_loop_tick37_non_us_allocator_signals.json; data/recovered_loop_tick83_sovereign_external_manager_routes.json"}, "confidence": 0.96, "created_at": "2026-06-21 04:15:32", "deadline": null, "id": "strategy-demand-hoopp-absolute-return-derivatives-low-correlation-risk-management-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "strategy_demand", "status": "active", "strategy": "absolute return / derivatives / low-correlation risk management", "subject_id": "hoopp", "subject_name": "HOOPP", "subject_type": "public_pension", "updated_at": "2026-06-21 04:15:32"}
{"amount": "", "attrs": {"action": "Use the AC Investment Committee for liquidity, currency, and portfolio-construction conversations.", "pattern": "OMERS says its board committees monitor liquidity management, foreign currency strategy, and portfolio construction.", "source_path": "data/recovered_loop_tick37_non_us_allocator_signals.json; data/recovered_loop_tick83_sovereign_external_manager_routes.json"}, "confidence": 0.94, "created_at": "2026-06-21 04:15:32", "deadline": null, "id": "governance-route-omers-liquidity-currency-portfolio-construction-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "governance_route", "status": "active", "strategy": "liquidity / currency / portfolio construction", "subject_id": "omers", "subject_name": "OMERS", "subject_type": "public_pension", "updated_at": "2026-06-21 04:15:32"}
{"amount": "", "attrs": {"action": "Use the CIO and group-management stack before escalating to the Supervisory Board.", "pattern": "ATP identifies the Supervisory Board as the supreme governing body and names a CIO inside Group Management.", "source_path": "data/recovered_loop_tick37_non_us_allocator_signals.json; data/recovered_loop_tick37_non_us_allocator_committees.json; data/recovered_loop_tick83_sovereign_external_manager_routes.json"}, "confidence": 0.93, "created_at": "2026-06-21 04:15:32", "deadline": null, "id": "governance-route-atp-systematic-liquid-alternatives-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "governance_route", "status": "active", "strategy": "systematic / liquid alternatives", "subject_id": "atp", "subject_name": "ATP", "subject_type": "public_pension", "updated_at": "2026-06-21 04:15:32"}
{"amount": "", "attrs": {"action": "Treat NBIM as a live allocator in the corpus, but verify the exact owner in first-party materials before outreach.", "pattern": "The corpus ties NBIM to an allocator role and a live pitch-calendar row but not to a current first-party intake page.", "source_path": "data/recovered_batches/extracted_tick10_lps.json; data/recovered_loop_tick83_sovereign_external_manager_routes.json; data/recovered_loop_tick92_allocator_provider_temporal_coverage_audit.json"}, "confidence": 0.8, "created_at": "2026-06-21 04:15:32", "deadline": null, "id": "governance-route-norges-bank-investment-management-nbim-long-short-equity-infrastructure-focused-allocation-and-external-manager-relationships-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "governance_route", "status": "active", "strategy": "long/short equity, infrastructure-focused allocation, and external-manager relationships", "subject_id": "norges-bank-investment-management-nbim", "subject_name": "Norges Bank Investment Management (NBIM)", "subject_type": "sovereign_wealth_allocator", "updated_at": "2026-06-21 04:15:32"}
{"amount": "", "attrs": {"action": "Run closure queues before promoting route-level rows into outreach or AEO assets.", "pattern": "Tick 94 found strong route maps but unresolved named-owner, amount, intake, economics, and chatbot-surface fields.", "priority_rank": 1, "sme_verify": "Which unresolved field is most likely to change outreach priority this week?", "source_path": "data/recovered_loop_tick94_family_office_international_hardening_control_plane.json"}, "confidence": 0.93, "created_at": "2026-06-21 04:18:52", "deadline": null, "id": "gap-closure-queue-tick-95-gap-closure-control-plane-family-office-international-hardening-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "gap_closure_queue", "status": "open", "strategy": "family-office international hardening", "subject_id": "tick-95-gap-closure-control-plane", "subject_name": "Tick 95 gap closure control plane", "subject_type": "process", "updated_at": "2026-06-21 04:18:52"}
{"amount": "", "attrs": {"action": "Backfill ATP AUM, alternatives bucket, and current decision-owner title.", "pattern": "ATP remains route-only in the corpus.", "priority_rank": 2, "sme_verify": "Does ATP expose strategy-specific amount data or only governance routing?", "source_path": "data/recovered_loop_tick94_international_allocator_intake_amount_hardening.json"}, "confidence": 0.88, "created_at": "2026-06-21 04:18:52", "deadline": null, "id": "hard-amount-gap-atp-hard-amount-closure-queue-international-allocation-proof-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "hard_amount_gap", "status": "open", "strategy": "international allocation proof", "subject_id": "atp-hard-amount-closure-queue", "subject_name": "ATP hard amount closure queue", "subject_type": "analysis_lane", "updated_at": "2026-06-21 04:18:52"}
{"amount": "", "attrs": {"action": "Backfill current external-manager owner, strategy sleeve size, and live intake surface.", "pattern": "NBIM is a bridge node but does not yet carry current owner or sleeve amount proof.", "priority_rank": 3, "sme_verify": "Who owns NBIM external-manager allocation today?", "source_path": "data/recovered_loop_tick94_international_allocator_intake_amount_hardening.json"}, "confidence": 0.88, "created_at": "2026-06-21 04:18:52", "deadline": null, "id": "hard-amount-gap-nbim-external-manager-closure-queue-international-external-manager-proof-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "hard_amount_gap", "status": "open", "strategy": "international external-manager proof", "subject_id": "nbim-external-manager-closure-queue", "subject_name": "NBIM external-manager closure queue", "subject_type": "analysis_lane", "updated_at": "2026-06-21 04:18:52"}
{"amount": "", "attrs": {"action": "Backfill pool-by-pool alternatives and hedge-fund sleeve sizes for UK LGPS pools.", "pattern": "Pool-level AUM does not answer competitor allocation by strategy.", "priority_rank": 4, "sme_verify": "Which LGPS pool has the clearest current hedge-fund or liquid-alts sleeve disclosure?", "source_path": "data/recovered_loop_tick94_international_allocator_intake_amount_hardening.json; data/recovered_loop_tick93_allocation_amount_by_strategy_audit.json"}, "confidence": 0.87, "created_at": "2026-06-21 04:18:52", "deadline": null, "id": "strategy-sleeve-gap-uk-lgps-pool-sleeve-closure-queue-pool-by-pool-alternatives-proof-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "strategy_sleeve_gap", "status": "open", "strategy": "pool-by-pool alternatives proof", "subject_id": "uk-lgps-pool-sleeve-closure-queue", "subject_name": "UK LGPS pool sleeve closure queue", "subject_type": "analysis_lane", "updated_at": "2026-06-21 04:18:52"}
{"amount": "", "attrs": {"action": "Backfill named CIOs, research leads, event chairs, sponsor owners, and report owners.", "pattern": "Family-office routes remain route hypotheses without named ownership or current event/report evidence.", "priority_rank": 5, "sme_verify": "Which named owner controls the research or allocation conversation?", "source_path": "data/recovered_loop_tick94_family_office_named_people_hardening.json"}, "confidence": 0.9, "created_at": "2026-06-21 04:18:52", "deadline": null, "id": "named-owner-gap-family-office-named-owner-closure-queue-private-wealth-buyer-proof-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "named_owner_gap", "status": "open", "strategy": "private wealth buyer proof", "subject_id": "family-office-named-owner-closure-queue", "subject_name": "Family-office named-owner closure queue", "subject_type": "analysis_lane", "updated_at": "2026-06-21 04:18:52"}
{"amount": "", "attrs": {"action": "Backfill minimums, fees, liquidity, subscription workflow, conversion fields, and diligence packet requirements.", "pattern": "Advisor-platform outreach needs economics and workflow blockers, not only route names.", "priority_rank": 6, "sme_verify": "Which field blocks platform listability first?", "source_path": "data/recovered_loop_tick94_family_office_international_hardening_control_plane.json"}, "confidence": 0.89, "created_at": "2026-06-21 04:18:52", "deadline": null, "id": "platform-economics-gap-private-wealth-platform-economics-closure-queue-platform-listability-proof-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "platform_economics_gap", "status": "open", "strategy": "platform listability proof", "subject_id": "private-wealth-platform-economics-closure-queue", "subject_name": "Private-wealth platform economics closure queue", "subject_type": "analysis_lane", "updated_at": "2026-06-21 04:18:52"}
{"amount": "", "attrs": {"action": "Map chatbot, search, advisor-intelligence, or platform search surfaces before writing answer-engine copy.", "pattern": "Decision-maker chatbot behavior is actionable only when tied to actual route and evidence status.", "priority_rank": 7, "sme_verify": "Which chatbot or search surface does this decision maker actually use?", "source_path": "docs/quant-aeo-geo-content-backlog.md; data/recovered_loop_tick87_private_wealth_consultant_aeo_mirrors.json"}, "confidence": 0.87, "created_at": "2026-06-21 04:18:52", "deadline": null, "id": "aeo-surface-gap-family-office-aeo-exposure-closure-queue-answer-engine-influence-proof-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "aeo_surface_gap", "status": "open", "strategy": "answer-engine influence proof", "subject_id": "family-office-aeo-exposure-closure-queue", "subject_name": "Family-office AEO exposure closure queue", "subject_type": "content_asset", "updated_at": "2026-06-21 04:18:52"}
{"amount": "", "attrs": {"proof_gap": "Need the current CAIS advisor-intelligence owner and the live prompt entry point.", "sme_verify": "Which CAIS surface is the real retrieval entry point for advisor search?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md; data/recovered_loop_tick74_private_wealth_platform_onboarding_fields.json; data/recovered_loop_tick87_private_wealth_consultant_aeo_mirrors.json"}, "confidence": 0.88, "created_at": "2026-06-21 04:20:19", "deadline": null, "id": "advisor-platform-route-hardening-cais-x-claude-cais-advisor-intelligence-advisor-platform-aeo-geo-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "advisor_platform_route_hardening", "status": "active", "strategy": "advisor-platform AEO/GEO", "subject_id": "cais-x-claude-cais-advisor-intelligence", "subject_name": "CAIS x Claude / CAIS advisor intelligence", "subject_type": "vendor", "updated_at": "2026-06-21 04:20:19"}
{"amount": "", "attrs": {"proof_gap": "Need the current diligence owner and the exact required onboarding fields from the live platform surface.", "sme_verify": "Which iCapital field determines listability?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md; data/recovered_loop_tick42_workflow_retrieval_surfaces.json; data/recovered_loop_tick74_private_wealth_platform_onboarding_fields.json; data/recovered_loop_tick87_private_wealth_consultant_aeo_mirrors.json"}, "confidence": 0.9, "created_at": "2026-06-21 04:20:19", "deadline": null, "id": "platform-listing-hardening-icapital-marketplace-due-diligence-platform-listing-and-diligence-packaging-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "platform_listing_hardening", "status": "active", "strategy": "platform listing and diligence packaging", "subject_id": "icapital-marketplace-due-diligence", "subject_name": "iCapital Marketplace / Due Diligence", "subject_type": "vendor", "updated_at": "2026-06-21 04:20:19"}
{"amount": "", "attrs": {"proof_gap": "Need the latest report page and the current report owner or allocator-contact name.", "sme_verify": "Which UBS report or event page is current and who owns it?", "source_path": "data/recovered_loop_tick36_private_wealth_platforms_expanded.json; data/recovered_loop_tick74_private_wealth_platform_onboarding_fields.json; docs/quant-pitch-calendar.md"}, "confidence": 0.83, "created_at": "2026-06-21 04:20:19", "deadline": null, "id": "private-wealth-route-hardening-ubs-global-wealth-management-family-office-and-uhnw-uhnw-and-family-office-education-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "private_wealth_route_hardening", "status": "active", "strategy": "UHNW and family-office education", "subject_id": "ubs-global-wealth-management-family-office-and-uhnw", "subject_name": "UBS Global Wealth Management / Family Office and UHNW", "subject_type": "vendor", "updated_at": "2026-06-21 04:20:19"}
{"amount": "", "attrs": {"proof_gap": "Need the current workflow owner and the product screen criteria.", "sme_verify": "Which Morningstar workflow decides shelf fit and implementation fit?", "source_path": "data/recovered_loop_tick36_private_wealth_platforms_expanded.json; docs/quant-consultant-private-wealth-extraction-queue.md; data/recovered_loop_tick74_private_wealth_platform_onboarding_fields.json"}, "confidence": 0.82, "created_at": "2026-06-21 04:20:19", "deadline": null, "id": "advisor-gatekeeper-hardening-morningstar-wealth-model-portfolio-and-sma-screening-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "advisor_gatekeeper_hardening", "status": "active", "strategy": "model-portfolio and SMA screening", "subject_id": "morningstar-wealth", "subject_name": "Morningstar Wealth", "subject_type": "vendor", "updated_at": "2026-06-21 04:20:19"}
{"amount": "", "attrs": {"proof_gap": "Need the exact live onboarding rule and whether the route is a direct manager wrapper or only a packaged fund wrapper.", "sme_verify": "Does the platform accept live manager onboarding or only packaged wrappers?", "source_path": "data/recovered_loop_tick36_private_wealth_platforms_expanded.json; docs/quant-consultant-private-wealth-extraction-queue.md; data/recovered_loop_tick74_private_wealth_platform_onboarding_fields.json"}, "confidence": 0.84, "created_at": "2026-06-21 04:20:19", "deadline": null, "id": "wrapper-route-hardening-morgan-stanley-wealth-management-blackrock-private-markets-sma-wrapper-private-markets-sma-alternatives-wrapper-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "wrapper_route_hardening", "status": "active", "strategy": "private-markets SMA / alternatives wrapper", "subject_id": "morgan-stanley-wealth-management-blackrock-private-markets-sma-wrapper", "subject_name": "Morgan Stanley Wealth Management / BlackRock private-markets SMA wrapper", "subject_type": "vendor", "updated_at": "2026-06-21 04:20:19"}
{"amount": "", "attrs": {"proof_gap": "Need a current source-backed mirror for each surface and a pass/fail query test tied to the live page.", "sme_verify": "Which surface is the most reliable retrieval target for advisor economics questions?", "source_path": "docs/quant-aeo-geo-content-backlog.md; docs/quant-aeo-geo-monitoring-matrix.md; data/recovered_loop_tick87_private_wealth_consultant_aeo_mirrors.json"}, "confidence": 0.87, "created_at": "2026-06-21 04:20:19", "deadline": null, "id": "answer-engine-surface-hardening-answer-engine-and-chatbot-surfaces-aeo-geo-answer-first-retrieval-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "answer_engine_surface_hardening", "status": "active", "strategy": "AEO/GEO answer-first retrieval", "subject_id": "answer-engine-and-chatbot-surfaces", "subject_name": "Answer-engine and chatbot surfaces", "subject_type": "market", "updated_at": "2026-06-21 04:20:19"}
{"amount": "", "attrs": {"action": "Keep J.P. Morgan Private Bank monitor-only until a public owned research, report, or event page proves the route.", "pattern": "The corpus treats the channel as plausible, but not yet fully proven by a current J.P. Morgan-owned surface.", "priority_rank": 3, "proof_gap": "Need a live J.P. Morgan-owned page that names the research, event, or family-office owner.", "sme_verify": "Which public J.P. Morgan surface is the real family-office route?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md; docs/quant-pitch-calendar.md; data/recovered_loop_tick78_private_wealth_family_office_influence_routes.json"}, "confidence": 0.62, "created_at": "2026-06-21 04:21:47", "deadline": null, "id": "private-wealth-route-monitor-j-p-morgan-private-bank-research-private-bank-family-office-validation-2026-06-21-monitor", "next_review": null, "signal_date": "2026-06-21", "signal_type": "private_wealth_route_monitor", "status": "monitor", "strategy": "private-bank family-office validation", "subject_id": "j-p-morgan-private-bank-research", "subject_name": "J.P. Morgan Private Bank research", "subject_type": "vendor", "updated_at": "2026-06-21 12:42:18"}
{"amount": "", "attrs": {"action": "Translate UBS family-office allocation themes into advisor-friendly comparison pages and report-driven outreach questions.", "pattern": "UBS-style motion is report-driven and easiest to use when tied to a current report page and allocator-relations owner.", "priority_rank": 4, "proof_gap": "Need the current report owner and allocator-relations lead behind the latest UBS family-office page.", "sme_verify": "Which UBS report or event page is current and who owns it?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md; docs/quant-pitch-calendar.md; data/recovered_loop_tick36_private_wealth_platform_signals.json"}, "confidence": 0.74, "created_at": "2026-06-21 04:21:47", "deadline": null, "id": "private-wealth-route-hardening-ubs-global-wealth-management-family-office-and-uhnw-uhnw-and-family-office-allocation-research-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "private_wealth_route_hardening", "status": "active", "strategy": "UHNW and family-office allocation research", "subject_id": "ubs-global-wealth-management-family-office-and-uhnw", "subject_name": "UBS Global Wealth Management / Family Office and UHNW", "subject_type": "vendor", "updated_at": "2026-06-21 12:42:18"}
{"amount": "", "attrs": {"action": "Normalize member-firm, event, sponsor, and webinar rows so the network becomes a searchable outreach graph.", "pattern": "The member-firm and event graph is thin, so the next lift is owner extraction rather than discovery.", "priority_rank": 5, "proof_gap": "Need current named member-firm leaders and the network director or webinar host who owns the route.", "sme_verify": "Which Family Wealth Alliance pages already expose speakers, sponsors, and webinar replay links?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md; data/recovered_loop_tick75_conference_meeting_calendar_routes.json; data/recovered_loop_tick94_family_office_named_people_hardening.json"}, "confidence": 0.77, "created_at": "2026-06-21 04:21:47", "deadline": null, "id": "family-office-network-family-wealth-alliance-network-multifamily-office-referral-routing-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "family_office_network", "status": "active", "strategy": "multifamily-office referral routing", "subject_id": "family-wealth-alliance-network", "subject_name": "Family Wealth Alliance network", "subject_type": "vendor", "updated_at": "2026-06-21 12:42:18"}
{"amount": "", "attrs": {"action": "Extract delegate registration, sponsor prospectus, speaker page, attendee qualification, and event dates so family-office outreach can use the exact forum gate.", "pattern": "Campden ties family-office motion to qualification gates and dated forums.", "priority_rank": 6, "proof_gap": "Need the current speaker roster and the current qualification owner for the live forum pages.", "sme_verify": "Which Campden page best exposes the current speaker list and qualification rules?", "source_path": "docs/quant-pitch-calendar.md; data/recovered_loop_tick75_conference_meeting_calendar_routes.json"}, "confidence": 0.8, "created_at": "2026-06-21 04:21:47", "deadline": null, "id": "family-office-event-route-campden-wealth-events-family-office-alternatives-qualified-forum-access-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "family_office_event_route", "status": "active", "strategy": "family-office alternatives / qualified forum access", "subject_id": "campden-wealth-events", "subject_name": "Campden Wealth events", "subject_type": "conference", "updated_at": "2026-06-21 12:42:18"}
{"amount": "", "attrs": {"action": "Extract event_date, city, speaker_name, sponsor_name, registration_url, audience_type, and selection_category.", "pattern": "The missing work is normalized roster and access fields.", "priority_rank": 7, "proof_gap": "Need the current speaker and sponsor metadata from the summit and selection surfaces.", "sme_verify": "Which APB page exposes the strongest current speaker and sponsor metadata?", "source_path": "docs/quant-pitch-calendar.md; data/recovered_loop_tick62_apac_mena_private_wealth_routes.json; data/recovered_loop_tick75_conference_meeting_calendar_routes.json"}, "confidence": 0.85, "created_at": "2026-06-21 04:21:47", "deadline": null, "id": "private-wealth-event-route-asian-private-banker-event-surfaces-apac-private-bank-people-move-and-summit-routing-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "private_wealth_event_route", "status": "active", "strategy": "APAC private-bank people-move and summit routing", "subject_id": "asian-private-banker-event-surfaces", "subject_name": "Asian Private Banker event surfaces", "subject_type": "vendor", "updated_at": "2026-06-21 12:42:18"}
{"amount": "", "attrs": {"action": "Extract event_date, city, sponsor_name, speaker_name, topic, wealth_firm, and registration_path from the forum schedule.", "pattern": "The public schedule already exposes register, sponsor, and speak paths.", "priority_rank": 8, "proof_gap": "Need the current sponsors and speakers from the live forum pages or forum PDF.", "sme_verify": "Which Hubbis page is most reliable for current sponsors and speakers?", "source_path": "docs/quant-pitch-calendar.md; data/recovered_loop_tick62_apac_mena_private_wealth_routes.json; data/recovered_loop_tick75_conference_meeting_calendar_routes.json"}, "confidence": 0.83, "created_at": "2026-06-21 04:21:47", "deadline": null, "id": "private-wealth-event-route-hubbis-event-surfaces-apac-and-middle-east-private-wealth-routing-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "private_wealth_event_route", "status": "active", "strategy": "APAC and Middle East private-wealth routing", "subject_id": "hubbis-event-surfaces", "subject_name": "Hubbis event surfaces", "subject_type": "vendor", "updated_at": "2026-06-21 12:42:18"}
{"amount": "", "attrs": {"action": "Treat Pathstone as a reusable MFO route and prepare CIO-level research materials that can pass through a large investment team.", "pattern": "Large MFOs with formal investment research teams can behave like institutional allocators when the packet is reusable and governance-friendly.", "priority_rank": 9, "proof_gap": "Need the current Pathstone CIO or research lead and the private-client or IC-material owner.", "sme_verify": "Does Pathstone route managers through CIO research first or through client-facing content?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md; docs/quant-pitch-calendar.md; data/recovered_loop_tick68_lp_family_office_person_expansion.json"}, "confidence": 0.8, "created_at": "2026-06-21 04:21:47", "deadline": null, "id": "family-office-channel-pathstone-family-office-platform-family-office-allocator-route-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "family_office_channel", "status": "active", "strategy": "family-office allocator route", "subject_id": "pathstone-family-office-platform", "subject_name": "Pathstone family-office platform", "subject_type": "allocator", "updated_at": "2026-06-21 12:42:18"}
{"amount": "", "attrs": {"action": "Keep ACCESS and Wales Pension Partnership in backfill mode until a corpus row proves the exact pool name and current owner.", "pattern": "Repo search did not surface corpus-backed rows for ACCESS or Wales Pension Partnership in the current files.", "sme_verify": "Are ACCESS and Wales current LGPS pool names in the corpus, or should they remain ungrounded?", "source_path": "docs/quant-pitch-calendar.md; data/intel.db"}, "confidence": 0.82, "created_at": "2026-06-21 04:22:59", "deadline": null, "id": "missing-pool-grounding-uk-lgps-unresolved-pool-backfill-queue-access-wales-pension-partnership-corpus-confirmation-2026-06-21-monitor", "next_review": null, "signal_date": "2026-06-21", "signal_type": "missing_pool_grounding", "status": "monitor", "strategy": "ACCESS / Wales Pension Partnership corpus confirmation", "subject_id": "uk-lgps-unresolved-pool-backfill-queue", "subject_name": "UK LGPS unresolved pool backfill queue", "subject_type": "route_family", "updated_at": "2026-06-21 04:22:59"}
{"amount": "", "attrs": {"action": "Prepare introductory materials on hedge fund fit within LGPS framework and keep the pool separate from the rest of the UK LGPS stack.", "pattern": "LGPS Central has a new-CIO cue and a multi-billion GBP AUM reference in the corpus.", "sme_verify": "Which current alternatives bucket does LGPS Central actually own today?", "source_path": "docs/quant-pitch-calendar.md; data/intel.db"}, "confidence": 0.86, "created_at": "2026-06-21 04:22:59", "deadline": null, "id": "new-cio-lgps-central-hedge-fund-fit-within-lgps-framework-2026-06-01-active", "next_review": null, "signal_date": "2026-06-01", "signal_type": "new_cio", "status": "active", "strategy": "hedge fund fit within LGPS framework", "subject_id": "lgps-central", "subject_name": "LGPS Central", "subject_type": "allocator", "updated_at": "2026-06-21 04:22:59"}
{"amount": "", "attrs": {"action": "Route through the CIO and public-pension pool surface instead of treating Border to Coast as a generic UK LGPS proxy.", "pattern": "The corpus ties Joe McDonnell to Border to Coast and treats the entity as a distinct public-pension pool.", "sme_verify": "Which current alternatives or liquid-alts bucket sits under the Border to Coast CIO route?", "source_path": "data/recovered_batches/extracted_tick10_european_allocators.json; data/recovered_batches/extracted_tick10_re_euro_allocators.json; data/intel.db"}, "confidence": 0.84, "created_at": "2026-06-21 04:22:59", "deadline": null, "id": "governance-route-border-to-coast-pensions-partnership-ltd-bcpp-uk-pooled-pension-alternatives-routing-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "governance_route", "status": "active", "strategy": "UK pooled pension alternatives routing", "subject_id": "border-to-coast-pensions-partnership-ltd-bcpp", "subject_name": "Border to Coast Pensions Partnership Ltd. (BCPP)", "subject_type": "allocator", "updated_at": "2026-06-21 04:22:59"}
{"amount": "", "attrs": {"action": "Keep Brunel active because the CIO transition indicates a review window and the corpus gives a $100+ billion AUM cue.", "pattern": "Leadership transition often precedes allocation reviews and the corpus treats Brunel as a large UK pension partnership.", "sme_verify": "Did the CIO transition change the current alternatives or hedge-fund budget?", "source_path": "data/recovered_loop_tick21_live_signals.json; docs/quant-pitch-calendar.md"}, "confidence": 0.72, "created_at": "2026-06-21 04:22:59", "deadline": null, "id": "allocation-increase-brunel-pension-partnership-uk-eu-hedge-funds-risk-mitigation-2026-01-31-active", "next_review": null, "signal_date": "2026-01-31", "signal_type": "allocation_increase", "status": "active", "strategy": "hedge funds / risk mitigation", "subject_id": "brunel-pension-partnership-uk-eu", "subject_name": "Brunel Pension Partnership (UK/EU)", "subject_type": "allocator", "updated_at": "2026-06-21 04:22:59"}
{"amount": "", "attrs": {"action": "Keep London CIV separate and backfill current AUM and alternatives intake before treating it as amount-bearing.", "pattern": "The graph exposes London CIV as a pension pool with named staff, but the corpus does not yet surface a current amount row.", "sme_verify": "Which London CIV owner or committee is the current intake contact?", "source_path": "data/intel.db"}, "confidence": 0.7, "created_at": "2026-06-21 04:22:59", "deadline": null, "id": "route-surface-london-civ-uk-pooled-pension-route-2026-06-21-monitor", "next_review": null, "signal_date": "2026-06-21", "signal_type": "route_surface", "status": "monitor", "strategy": "UK pooled pension route", "subject_id": "london-civ", "subject_name": "London CIV", "subject_type": "allocator", "updated_at": "2026-06-21 04:22:59"}
{"amount": "", "attrs": {"action": "Use the Northern LGPS CIO transition cue as the first-touch route and keep the pool separate from the LGPS family aggregate.", "pattern": "The pitch calendar links Northern LGPS to a CIO move and a request for hedge fund allocation benchmarks.", "sme_verify": "Does Northern LGPS own a current alternatives or hedge-fund bucket today?", "source_path": "docs/quant-pitch-calendar.md; data/intel.db"}, "confidence": 0.8, "created_at": "2026-06-21 04:22:59", "deadline": null, "id": "personnel-change-northern-lgps-hedge-fund-benchmarks-for-lgps-funds-2026-06-01-active", "next_review": null, "signal_date": "2026-06-01", "signal_type": "personnel_change", "status": "active", "strategy": "hedge fund benchmarks for LGPS funds", "subject_id": "northern-lgps", "subject_name": "Northern LGPS", "subject_type": "allocator", "updated_at": "2026-06-21 04:22:59"}
{"amount": "", "attrs": {"action": "Treat NBIM as a live allocator in the corpus, but verify the exact owner in first-party materials before outreach.", "pattern": "The corpus ties NBIM to a sovereign allocator role and a live pitch-calendar row, but not to a current first-party intake page.", "sme_verify": "Who owns NBIM external-manager allocation today?", "source_path": "docs/quant-pitch-calendar.md; data/recovered_batches/extracted_tick10_lps.json; data/recovered_loop_tick83_sovereign_external_manager_routes.json; data/recovered_loop_tick94_international_allocator_intake_amount_hardening.json"}, "confidence": 0.83, "created_at": "2026-06-21 04:22:59", "deadline": null, "id": "sovereign-governance-route-norges-bank-investment-management-nbim-external-manager-allocation-sovereign-governance-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "sovereign_governance_route", "status": "active", "strategy": "external-manager allocation / sovereign governance", "subject_id": "norges-bank-investment-management-nbim", "subject_name": "Norges Bank Investment Management (NBIM)", "subject_type": "allocator", "updated_at": "2026-06-21 04:22:59"}
{"amount": "", "attrs": {"action": "Convert closure queues into first-party source acquisition and pass/fail retrieval-test tasks.", "pattern": "The graph is now strong on routes; marginal value comes from current official proof and testable answer-engine behavior.", "priority_rank": 1, "sme_verify": "Which proof field changes outreach priority most quickly?", "source_path": "data/recovered_loop_tick95_gap_closure_control_plane.json"}, "confidence": 0.93, "created_at": "2026-06-21 12:39:45", "deadline": null, "id": "first-party-proof-queue-tick-96-first-party-proof-control-plane-proof-hardening-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "first_party_proof_queue", "status": "open", "strategy": "proof hardening", "subject_id": "tick-96-first-party-proof-control-plane", "subject_name": "Tick 96 first-party proof control plane", "subject_type": "process", "updated_at": "2026-06-21 12:39:45"}
{"amount": "", "attrs": {"action": "Backfill current owners, first-party intake pages, and strategy-sleeve disclosures for ATP, NBIM, and UK LGPS pools.", "pattern": "Amount cues and route rows do not yet equal live pitchability.", "priority_rank": 2, "sme_verify": "Which first-party document exposes the current owner and sleeve amount?", "source_path": "data/recovered_loop_tick95_atp_nbim_lgps_hard_amount_backfill.json"}, "confidence": 0.9, "created_at": "2026-06-21 12:39:45", "deadline": null, "id": "official-source-gap-international-first-party-confirmation-lane-international-source-acquisition-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "official_source_gap", "status": "open", "strategy": "international source acquisition", "subject_id": "international-first-party-confirmation-lane", "subject_name": "International first-party confirmation lane", "subject_type": "analysis_lane", "updated_at": "2026-06-21 12:39:45"}
{"amount": "", "attrs": {"action": "Backfill current owner, event, report, sponsor, webinar, and platform proof for family-office routes.", "pattern": "Family-office routes should remain monitor-only until current proof exists.", "priority_rank": 3, "sme_verify": "Which current page proves the route is live?", "source_path": "data/recovered_loop_tick95_family_office_named_owner_backfill_queue.json"}, "confidence": 0.9, "created_at": "2026-06-21 12:39:45", "deadline": null, "id": "live-route-proof-gap-family-office-live-proof-lane-family-office-live-proof-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "live_route_proof_gap", "status": "open", "strategy": "family-office live proof", "subject_id": "family-office-live-proof-lane", "subject_name": "Family-office live proof lane", "subject_type": "analysis_lane", "updated_at": "2026-06-21 12:39:45"}
{"amount": "", "attrs": {"action": "Backfill first-party fee stacks, minimums, live onboarding rules, workflow owners, and shelf-fit criteria.", "pattern": "Private-wealth platform route coverage is not enough without field-level economics.", "priority_rank": 4, "sme_verify": "Which economics field blocks listability first?", "source_path": "data/recovered_loop_tick95_private_wealth_platform_economics_aeo_backfill.json"}, "confidence": 0.88, "created_at": "2026-06-21 12:39:45", "deadline": null, "id": "platform-economics-proof-gap-private-wealth-economics-proof-lane-platform-economics-proof-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "platform_economics_proof_gap", "status": "open", "strategy": "platform economics proof", "subject_id": "private-wealth-economics-proof-lane", "subject_name": "Private-wealth economics proof lane", "subject_type": "analysis_lane", "updated_at": "2026-06-21 12:39:45"}
{"amount": "", "attrs": {"action": "Create surface-specific queries, required answer fields, citation policy, and pass/fail tests.", "pattern": "Decision-maker chatbot influence becomes actionable only when measurable by route and query.", "priority_rank": 5, "sme_verify": "Which surface is the most likely decision-maker retrieval path?", "source_path": "docs/quant-aeo-geo-monitoring-matrix.md; data/recovered_loop_tick95_private_wealth_platform_economics_aeo_backfill.json"}, "confidence": 0.88, "created_at": "2026-06-21 12:39:45", "deadline": null, "id": "retrieval-test-gap-aeo-retrieval-test-packet-lane-aeo-geo-retrieval-testing-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "retrieval_test_gap", "status": "open", "strategy": "AEO GEO retrieval testing", "subject_id": "aeo-retrieval-test-packet-lane", "subject_name": "AEO retrieval test packet lane", "subject_type": "content_asset", "updated_at": "2026-06-21 12:39:45"}
{"amount": "", "attrs": {"action": "Block active-buyer language unless current first-party proof and surface citation policy exist.", "pattern": "AEO pages can easily overclaim route hypotheses as live buyers.", "priority_rank": 6, "sme_verify": "Which claim can be supported by first-party evidence?", "source_path": "data/recovered_loop_tick95_private_wealth_platform_economics_aeo_backfill.json"}, "confidence": 0.87, "created_at": "2026-06-21 12:39:45", "deadline": null, "id": "claim-limiter-aeo-active-buyer-claim-limiter-aeo-claim-control-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "claim_limiter", "status": "open", "strategy": "AEO claim control", "subject_id": "aeo-active-buyer-claim-limiter", "subject_name": "AEO active-buyer claim limiter", "subject_type": "schema", "updated_at": "2026-06-21 12:39:45"}
{"amount": "", "attrs": {"action": "Test allocator-intent queries on ChatGPT Search, Google AI Overviews / AI Mode, Claude, and Perplexity against the canonical landing page and FAQ hub.", "pattern": "Public answer engines reward answer-first structure, dated claims, comparison tables, and source-linked pages.", "priority_rank": 1, "sme_verify": "Which public engine is the first-pass discovery surface for a hedge fund CIO?", "source_path": "docs/quant-aeo-geo-monitoring-matrix.md; data/recovered_loop_tick82_answer_engine_query_test_checklists.json"}, "confidence": 0.93, "created_at": "2026-06-21 12:40:35", "deadline": null, "id": "retrieval-packet-public-answer-engines-public-aeo-geo-discovery-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "retrieval_packet", "status": "active", "strategy": "public AEO/GEO discovery", "subject_id": "public-answer-engines", "subject_name": "Public answer engines", "subject_type": "surface_group", "updated_at": "2026-06-21 12:40:35"}
{"amount": "", "attrs": {"action": "Test diligence and analyst queries on Bloomberg ASKB, FactSet, and AlphaSense with source lineage and route fields preserved.", "pattern": "Finance workspace answers matter only when they separate portal, database, and client retrieval surfaces.", "priority_rank": 2, "sme_verify": "Which finance workspace is actually used to verify manager, transcript, or filing details first?", "source_path": "docs/quant-aeo-geo-monitoring-matrix.md; data/recovered_loop_tick89_answer_engine_evidence_ledger_schema.json"}, "confidence": 0.91, "created_at": "2026-06-21 12:40:35", "deadline": null, "id": "retrieval-packet-finance-workspaces-workflow-native-research-retrieval-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "retrieval_packet", "status": "active", "strategy": "workflow-native research retrieval", "subject_id": "finance-workspaces", "subject_name": "Finance workspaces", "subject_type": "surface_group", "updated_at": "2026-06-21 12:40:35"}
{"amount": "", "attrs": {"action": "Test CAIS, iCapital, and J.P. Morgan Private Bank routes for advisor-intelligence, listability, and platform compatibility fields.", "pattern": "Advisor-platform retrieval turns distribution into a metadata and workflow problem before it becomes a sales problem.", "priority_rank": 3, "sme_verify": "Which advisor-facing field determines whether the strategy is listable?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md; data/recovered_loop_tick95_private_wealth_platform_economics_aeo_backfill.json"}, "confidence": 0.9, "created_at": "2026-06-21 12:40:35", "deadline": null, "id": "retrieval-packet-advisor-platform-search-surfaces-private-wealth-routing-and-listability-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "retrieval_packet", "status": "active", "strategy": "private-wealth routing and listability", "subject_id": "advisor-platform-search-surfaces", "subject_name": "Advisor-platform search surfaces", "subject_type": "surface_group", "updated_at": "2026-06-21 12:40:35"}
{"amount": "", "attrs": {"action": "Publish the canonical landing page, FAQ hub, and packet bundle as a coherent answer set.", "pattern": "The same strategy needs separate answer shapes for allocator, consultant, advisor, and analyst prompts.", "priority_rank": 4, "sme_verify": "Which query family is most likely to trigger a first-pass allocation conversation?", "source_path": "docs/quant-aeo-geo-content-backlog.md; docs/quant-aeo-geo-monitoring-matrix.md"}, "confidence": 0.92, "created_at": "2026-06-21 12:40:35", "deadline": null, "id": "retrieval-packet-decision-maker-query-packet-allocator-and-consultant-packetization-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "retrieval_packet", "status": "active", "strategy": "allocator and consultant packetization", "subject_id": "decision-maker-query-packet", "subject_name": "Decision-maker query packet", "subject_type": "content_asset", "updated_at": "2026-06-21 12:40:35"}
{"amount": "", "attrs": {"action": "Keep DDQ, ODD, subscription workflow, and fee/liquidity fields explicit so platform search surfaces can score the strategy.", "pattern": "A platform packet fails when it reads like a pitch deck instead of a searchable diligence artifact.", "priority_rank": 5, "sme_verify": "Which platform field blocks listability most often?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md; data/recovered_loop_tick74_private_wealth_platform_onboarding_fields.json"}, "confidence": 0.89, "created_at": "2026-06-21 12:40:35", "deadline": null, "id": "retrieval-packet-ddq-odd-and-platform-packet-bundle-diligence-packet-hardening-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "retrieval_packet", "status": "active", "strategy": "diligence packet hardening", "subject_id": "ddq-odd-and-platform-packet-bundle", "subject_name": "DDQ / ODD and platform packet bundle", "subject_type": "content_asset", "updated_at": "2026-06-21 12:40:35"}
{"amount": "", "attrs": {"action": "Use the FAQ hub as the test target for answer engines that prefer concise comparison blocks and counterevidence.", "pattern": "Good AEO requires comparison language that answers the question in one pass and still shows its sources.", "priority_rank": 6, "sme_verify": "What answer field makes the comparison actually decision-useful?", "source_path": "docs/quant-aeo-geo-monitoring-matrix.md; data/recovered_loop_tick87_private_wealth_consultant_aeo_mirrors.json"}, "confidence": 0.9, "created_at": "2026-06-21 12:40:35", "deadline": null, "id": "retrieval-packet-faq-and-comparison-hub-source-linked-comparison-surface-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "retrieval_packet", "status": "active", "strategy": "source-linked comparison surface", "subject_id": "faq-and-comparison-hub", "subject_name": "FAQ and comparison hub", "subject_type": "content_asset", "updated_at": "2026-06-21 12:40:35"}
{"amount": "", "attrs": {"action": "Package hedge-fund-like exposure in advisor-friendly wrappers and make shelf fit, implementation fit, and model-portfolio inclusion explicit.", "pattern": "Morningstar works as a model-portfolio gatekeeper, but the current owner is still thin in the corpus.", "priority_rank": 10, "proof_gap": "Need the current advisor-research surface and the named owner for the workflow.", "sme_verify": "Which Morningstar surface is the current advisor-research entry point?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md; docs/quant-pitch-calendar.md; data/recovered_loop_tick36_private_wealth_platform_signals.json"}, "confidence": 0.66, "created_at": "2026-06-21 12:42:18", "deadline": null, "id": "advisor-platform-route-morningstar-wealth-model-portfolio-route-ria-model-portfolio-and-product-screen-routing-2026-06-21-monitor", "next_review": null, "signal_date": "2026-06-21", "signal_type": "advisor_platform_route", "status": "monitor", "strategy": "RIA model-portfolio and product-screen routing", "subject_id": "morningstar-wealth-model-portfolio-route", "subject_name": "Morningstar Wealth model-portfolio route", "subject_type": "vendor", "updated_at": "2026-06-21 12:42:18"}
{"amount": "", "attrs": {"action": "Benchmark the strategy against wrapper-based distribution and extract the advisor portal and approval workflow.", "pattern": "The route is usable only after the current advisor portal or approval workflow is proven.", "priority_rank": 11, "proof_gap": "Need the current advisor portal, approval page, or wrapper owner.", "sme_verify": "Which advisor portal or approval page is current for the wrapper route?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md; docs/quant-pitch-calendar.md; data/recovered_loop_tick36_private_wealth_platform_signals.json"}, "confidence": 0.63, "created_at": "2026-06-21 12:42:18", "deadline": null, "id": "advisor-platform-route-morgan-stanley-wealth-management-blackrock-private-markets-sma-wrapper-advisor-sold-alternatives-and-sma-wrapper-routing-2026-06-21-monitor", "next_review": null, "signal_date": "2026-06-21", "signal_type": "advisor_platform_route", "status": "monitor", "strategy": "advisor-sold alternatives and SMA wrapper routing", "subject_id": "morgan-stanley-wealth-management-blackrock-private-markets-sma-wrapper", "subject_name": "Morgan Stanley Wealth Management / BlackRock private-markets SMA wrapper", "subject_type": "vendor", "updated_at": "2026-06-21 12:42:18"}
{"amount": "", "attrs": {"action": "Convert tick 95 route and amount gaps into official-source confirmation tasks for current owner/title, amount/sleeve, and intake surface.", "pattern": "The graph is strong on routes; the next lift is first-party proof.", "priority_rank": 1, "sme_verify": "Which proof field changes outreach priority fastest?", "source_path": "data/recovered_loop_tick95_gap_closure_control_plane.json; data/recovered_loop_tick95_atp_nbim_lgps_hard_amount_backfill.json"}, "confidence": 0.94, "created_at": "2026-06-21 12:44:30", "deadline": null, "id": "first-party-confirmation-queue-tick-96-international-first-party-confirmation-control-plane-proof-hardening-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "first_party_confirmation_queue", "status": "open", "strategy": "proof hardening", "subject_id": "tick-96-international-first-party-confirmation-control-plane", "subject_name": "Tick 96 international first-party confirmation control plane", "subject_type": "process", "updated_at": "2026-06-21 12:44:30"}
{"amount": "", "attrs": {"action": "Backfill current owner/title and sleeve fields for ATP, NBIM, GPIF, PIF, GIC, CPPIB, HOOPP, and OMERS.", "pattern": "Several rows have governance routes, but not every row has a first-party current owner attached.", "priority_rank": 2, "sme_verify": "Which official page names the current owner most clearly?", "source_path": "data/recovered_loop_tick94_international_allocator_intake_amount_hardening.json; data/recovered_loop_tick95_atp_nbim_lgps_hard_amount_backfill.json"}, "confidence": 0.92, "created_at": "2026-06-21 12:44:30", "deadline": null, "id": "owner-title-confirmation-gap-non-us-public-allocator-confirmation-lane-sovereign-and-public-pension-owner-proof-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "owner_title_confirmation_gap", "status": "open", "strategy": "sovereign and public-pension owner proof", "subject_id": "non-us-public-allocator-confirmation-lane", "subject_name": "Non-US public allocator confirmation lane", "subject_type": "analysis_lane", "updated_at": "2026-06-21 12:44:30"}
{"amount": "", "attrs": {"action": "Confirm the current CIO or investment lead and the live alternatives bucket for each UK LGPS pool separately.", "pattern": "LGPS Central, Border to Coast, Brunel, London CIV, and Northern LGPS are separate pools with separate governance paths.", "priority_rank": 3, "sme_verify": "Which pool currently owns the alternatives review?", "source_path": "data/recovered_loop_tick95_atp_nbim_lgps_hard_amount_backfill.json; docs/quant-pitch-calendar.md; data/intel.db"}, "confidence": 0.9, "created_at": "2026-06-21 12:44:30", "deadline": null, "id": "pool-by-pool-confirmation-gap-uk-lgps-pooled-allocator-confirmation-lane-pooled-pension-owner-proof-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "pool_by_pool_confirmation_gap", "status": "open", "strategy": "pooled pension owner proof", "subject_id": "uk-lgps-pooled-allocator-confirmation-lane", "subject_name": "UK LGPS pooled allocator confirmation lane", "subject_type": "analysis_lane", "updated_at": "2026-06-21 12:44:30"}
{"amount": "", "attrs": {"action": "Keep ACCESS and Wales Pension Partnership unresolved until the corpus proves they are current pool names.", "pattern": "Repo search did not surface a grounded ACCESS or Wales Pension Partnership row.", "priority_rank": 4, "sme_verify": "Are ACCESS and Wales actual current pool names in the corpus, or should they stay ungrounded?", "source_path": "docs/quant-pitch-calendar.md; data/intel.db"}, "confidence": 0.86, "created_at": "2026-06-21 12:44:30", "deadline": null, "id": "unresolved-pool-gap-uk-lgps-unresolved-pool-backfill-lane-corpus-grounding-check-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "unresolved_pool_gap", "status": "open", "strategy": "corpus grounding check", "subject_id": "uk-lgps-unresolved-pool-backfill-lane", "subject_name": "UK LGPS unresolved pool backfill lane", "subject_type": "analysis_lane", "updated_at": "2026-06-21 12:44:30"}
{"amount": "", "attrs": {"action": "Backfill the current external-manager owner and any strategy-sleeve disclosure from NBIM first-party materials.", "pattern": "NBIM is live in the corpus, but the current owner is still not first-party confirmed.", "priority_rank": 5, "sme_verify": "What is the actual current external-manager owner in NBIM materials?", "source_path": "docs/quant-pitch-calendar.md; data/recovered_loop_tick83_sovereign_external_manager_routes.json; data/recovered_loop_tick94_international_allocator_intake_amount_hardening.json"}, "confidence": 0.89, "created_at": "2026-06-21 12:44:30", "deadline": null, "id": "official-source-gap-norges-bank-investment-management-nbim-external-manager-owner-proof-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "official_source_gap", "status": "open", "strategy": "external-manager owner proof", "subject_id": "norges-bank-investment-management-nbim", "subject_name": "Norges Bank Investment Management (NBIM)", "subject_type": "allocator", "updated_at": "2026-06-21 12:44:30"}
{"amount": "", "attrs": {"action": "Keep route-specific governance pages and manager-registration pages separate from generic allocator or pooled-pension language.", "pattern": "The corpus already distinguishes registration systems, executive chains, and committee routes.", "priority_rank": 6, "sme_verify": "Which official surface is the real intake gate for each allocator?", "source_path": "data/recovered_loop_tick37_non_us_allocator_signals.json; data/recovered_loop_tick83_sovereign_external_manager_routes.json; docs/quant-pitch-calendar.md"}, "confidence": 0.88, "created_at": "2026-06-21 12:44:30", "deadline": null, "id": "governance-route-confirmation-sovereign-and-public-pension-route-family-governance-and-registration-proof-2026-06-21-monitor", "next_review": null, "signal_date": "2026-06-21", "signal_type": "governance_route_confirmation", "status": "monitor", "strategy": "governance and registration proof", "subject_id": "sovereign-and-public-pension-route-family", "subject_name": "Sovereign and public-pension route family", "subject_type": "route_family", "updated_at": "2026-06-21 12:44:30"}
{"amount": "", "attrs": {"action": "Run each cycle to find official intake, RFP, deadline, portal, or board-packet proof.", "pattern": "Pitchability requires current timing plus submission route.", "priority_rank": 1, "sme_verify": "Who is accepting quant manager materials now?", "source_path": "docs/quant-loop-operating-schedule.md; docs/quant-pitch-calendar.md"}, "confidence": 0.95, "created_at": "2026-06-21 12:58:17", "deadline": null, "id": "hourly-goal-hourly-open-pitch-windows-goal-pitch-now-execution-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "hourly_goal", "status": "active", "strategy": "pitch-now execution", "subject_id": "hourly-open-pitch-windows-goal", "subject_name": "Hourly open pitch windows goal", "subject_type": "process", "updated_at": "2026-06-21 12:58:17"}
{"amount": "", "attrs": {"action": "Find dated allocation, pacing, and rebalance-cycle evidence.", "pattern": "Near-term capital motion often appears in annual reports and board packets before outreach happens.", "priority_rank": 2, "sme_verify": "What funding cycle creates near-term capital motion?", "source_path": "docs/quant-loop-operating-schedule.md"}, "confidence": 0.92, "created_at": "2026-06-21 12:58:17", "deadline": null, "id": "hourly-goal-hourly-funding-cycle-goal-funding-and-rebalance-cycle-detection-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "hourly_goal", "status": "active", "strategy": "funding and rebalance cycle detection", "subject_id": "hourly-funding-cycle-goal", "subject_name": "Hourly funding cycle goal", "subject_type": "process", "updated_at": "2026-06-21 12:58:17"}
{"amount": "", "attrs": {"action": "Find watchlists, reviews, terminations, fee pressure, contract expiry, and sleeve redesign.", "pattern": "Low-performer replacement signals often precede formal searches.", "priority_rank": 3, "sme_verify": "Which incumbent is vulnerable and why?", "source_path": "docs/quant-loop-operating-schedule.md"}, "confidence": 0.91, "created_at": "2026-06-21 12:58:17", "deadline": null, "id": "hourly-goal-hourly-low-performer-replacement-goal-replacement-motion-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "hourly_goal", "status": "active", "strategy": "replacement motion", "subject_id": "hourly-low-performer-replacement-goal", "subject_name": "Hourly low-performer replacement goal", "subject_type": "process", "updated_at": "2026-06-21 12:58:17"}
{"amount": "", "attrs": {"action": "Map consultant database, DDQ, ODD, risk, and client-retrieval fields.", "pattern": "Consultant workflows determine shortlists before public RFP evidence appears.", "priority_rank": 4, "sme_verify": "Which consultant field changes shortlist inclusion?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md"}, "confidence": 0.9, "created_at": "2026-06-21 12:58:17", "deadline": null, "id": "hourly-goal-hourly-consultant-odd-workflow-goal-hidden-shortlist-workflows-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "hourly_goal", "status": "active", "strategy": "hidden shortlist workflows", "subject_id": "hourly-consultant-odd-workflow-goal", "subject_name": "Hourly consultant ODD workflow goal", "subject_type": "process", "updated_at": "2026-06-21 12:58:17"}
{"amount": "", "attrs": {"action": "Add named family-office and platform owners plus live route proof.", "pattern": "Family-office routes need current owner or live event/report proof before promotion.", "priority_rank": 5, "sme_verify": "Which named person owns the route?", "source_path": "data/recovered_loop_tick96_family_office_live_proof_queue.json"}, "confidence": 0.9, "created_at": "2026-06-21 12:58:17", "deadline": null, "id": "hourly-goal-hourly-family-office-personnel-goal-private-wealth-named-owner-expansion-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "hourly_goal", "status": "active", "strategy": "private wealth named-owner expansion", "subject_id": "hourly-family-office-personnel-goal", "subject_name": "Hourly family-office personnel goal", "subject_type": "process", "updated_at": "2026-06-21 12:58:17"}
{"amount": "", "attrs": {"action": "Confirm current owners, first-party intake, sleeve amounts, and strategy buckets.", "pattern": "International route cues become actionable only after first-party owner or sleeve proof.", "priority_rank": 6, "sme_verify": "Which official source proves owner and sleeve?", "source_path": "data/recovered_loop_tick96_international_first_party_confirmation_queue.json"}, "confidence": 0.9, "created_at": "2026-06-21 12:58:17", "deadline": null, "id": "hourly-goal-hourly-international-proof-goal-international-first-party-proof-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "hourly_goal", "status": "active", "strategy": "international first-party proof", "subject_id": "hourly-international-proof-goal", "subject_name": "Hourly international proof goal", "subject_type": "process", "updated_at": "2026-06-21 12:58:17"}
{"amount": "", "attrs": {"action": "Normalize peer managers, strategy sleeves, amount classes, and comparability risks.", "pattern": "Competitor allocation analysis must separate hard dollars from targets, AUM cues, and derived estimates.", "priority_rank": 7, "sme_verify": "How much is allocated to each competing strategy type?", "source_path": "data/loop_state.json"}, "confidence": 0.88, "created_at": "2026-06-21 12:58:17", "deadline": null, "id": "hourly-goal-hourly-competitor-allocation-goal-competitor-strategy-allocation-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "hourly_goal", "status": "active", "strategy": "competitor strategy allocation", "subject_id": "hourly-competitor-allocation-goal", "subject_name": "Hourly competitor allocation goal", "subject_type": "process", "updated_at": "2026-06-21 12:58:17"}
{"amount": "", "attrs": {"action": "Turn target questions into pass/fail tests for ChatGPT, Google, Claude, and Perplexity.", "pattern": "Decision-maker chatbot influence is only useful when the test can be repeated and scored.", "priority_rank": 8, "sme_verify": "Does the answer engine answer the query correctly?", "source_path": "data/recovered_loop_tick96_aeo_retrieval_test_packet_queue.json"}, "confidence": 0.89, "created_at": "2026-06-21 12:58:17", "deadline": null, "id": "hourly-goal-hourly-aeo-public-retrieval-goal-public-answer-engine-testing-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "hourly_goal", "status": "active", "strategy": "public answer-engine testing", "subject_id": "hourly-aeo-public-retrieval-goal", "subject_name": "Hourly AEO public retrieval goal", "subject_type": "process", "updated_at": "2026-06-21 12:58:17"}
{"amount": "", "attrs": {"action": "Test Bloomberg, FactSet, AlphaSense, CAIS, and iCapital retrieval assumptions.", "pattern": "Private database retrieval can shape analyst and advisor perception before public search.", "priority_rank": 9, "sme_verify": "Which private database result would be seen first?", "source_path": "data/recovered_loop_tick96_aeo_retrieval_test_packet_queue.json"}, "confidence": 0.88, "created_at": "2026-06-21 12:58:17", "deadline": null, "id": "hourly-goal-hourly-finance-workspace-retrieval-goal-hidden-database-retrieval-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "hourly_goal", "status": "active", "strategy": "hidden database retrieval", "subject_id": "hourly-finance-workspace-retrieval-goal", "subject_name": "Hourly finance workspace retrieval goal", "subject_type": "process", "updated_at": "2026-06-21 12:58:17"}
{"amount": "", "attrs": {"action": "Capture dated personnel, fund, merger, disbandment, and allocation-change events.", "pattern": "Historical motion signals become usable when before/after and SME verification are attached.", "priority_rank": 10, "sme_verify": "What changed over time and can an SME verify it?", "source_path": "docs/quant-loop-operating-schedule.md"}, "confidence": 0.88, "created_at": "2026-06-21 12:58:17", "deadline": null, "id": "hourly-goal-hourly-historical-motion-goal-temporal-motion-verification-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "hourly_goal", "status": "active", "strategy": "temporal motion verification", "subject_id": "hourly-historical-motion-goal", "subject_name": "Hourly historical motion goal", "subject_type": "process", "updated_at": "2026-06-21 12:58:17"}
{"amount": "", "attrs": {"action": "Add named people and influence routes from bridge nodes and proof gaps.", "pattern": "The largest remaining target gap is people and influencers.", "priority_rank": 11, "sme_verify": "Which additional personnel influence this decision?", "source_path": "data/loop_state.json"}, "confidence": 0.9, "created_at": "2026-06-21 12:58:17", "deadline": null, "id": "hourly-goal-hourly-personnel-universe-expansion-goal-person-and-influencer-expansion-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "hourly_goal", "status": "active", "strategy": "person and influencer expansion", "subject_id": "hourly-personnel-universe-expansion-goal", "subject_name": "Hourly personnel universe expansion goal", "subject_type": "process", "updated_at": "2026-06-21 12:58:17"}
{"amount": "", "attrs": {"action": "Run audit/export/score/count and route the next hour to the highest-value unresolved gap.", "pattern": "A loop that does not update state and route next work will duplicate effort.", "priority_rank": 12, "sme_verify": "What should the next hour attack first?", "source_path": "docs/quant-loop-operating-schedule.md; data/loop_state.json"}, "confidence": 0.94, "created_at": "2026-06-21 12:58:17", "deadline": null, "id": "hourly-goal-hourly-audit-routing-goal-audit-and-next-hour-routing-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "hourly_goal", "status": "active", "strategy": "audit and next-hour routing", "subject_id": "hourly-audit-routing-goal", "subject_name": "Hourly audit routing goal", "subject_type": "process", "updated_at": "2026-06-21 12:58:17"}
{"amount": "", "attrs": {"action": "Execute hourly lane 00 and produce pitch-window, owner-gap, intake-proof, and question-test rows.", "pattern": "The continuous run starts with current pitchability because open intake windows can decay quickly.", "priority_rank": 1, "sme_verify": "Who is accepting quant manager materials now?", "source_path": "data/recovered_loop_tick97_hourly_goal_and_question_test_schedule.json"}, "confidence": 0.95, "created_at": "2026-06-21 13:03:01", "deadline": null, "id": "hourly-lane-execution-tick-98-pitch-now-hour-00-control-plane-pitch-now-execution-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "hourly_lane_execution", "status": "active", "strategy": "pitch-now execution", "subject_id": "tick-98-pitch-now-hour-00-control-plane", "subject_name": "Tick 98 pitch-now hour 00 control plane", "subject_type": "process", "updated_at": "2026-06-21 13:03:01"}
{"amount": "", "attrs": {"action": "Attach named procurement, manager-selection, portal, or board-packet owners to active rows.", "pattern": "Pitch-now opportunities lose actionability without a current owner or role.", "priority_rank": 2, "sme_verify": "Which named person or stable role owns the route?", "source_path": "docs/quant-pitch-calendar.md; docs/quant-30-day-outreach-queue.md"}, "confidence": 0.9, "created_at": "2026-06-21 13:03:01", "deadline": null, "id": "owner-gap-pitch-now-owner-gap-lane-personnel-expansion-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "owner_gap", "status": "open", "strategy": "personnel expansion", "subject_id": "pitch-now-owner-gap-lane", "subject_name": "Pitch-now owner gap lane", "subject_type": "analysis_lane", "updated_at": "2026-06-21 13:03:01"}
{"amount": "", "attrs": {"action": "Backfill official source, deadline, portal, procurement route, or current board-packet evidence.", "pattern": "Only official intake or current deadline evidence should promote an item to pitch-now.", "priority_rank": 3, "sme_verify": "What first-party source proves the route is open today?", "source_path": "data/quant_pitch_calendar.json; docs/quant-pitch-calendar.md"}, "confidence": 0.91, "created_at": "2026-06-21 13:03:01", "deadline": null, "id": "official-intake-gap-current-intake-first-party-proof-lane-first-party-proof-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "official_intake_gap", "status": "open", "strategy": "first-party proof", "subject_id": "current-intake-first-party-proof-lane", "subject_name": "Current intake first-party proof lane", "subject_type": "analysis_lane", "updated_at": "2026-06-21 13:03:01"}
{"amount": "", "attrs": {"action": "Create query variants and pass/fail criteria for the pitch-now question.", "pattern": "AEO/GEO strategy is actionable only when the question can be tested against required fields.", "priority_rank": 4, "sme_verify": "Does the answer identify a current intake route and owner?", "source_path": "data/recovered_loop_tick97_hourly_goal_and_question_test_schedule.json"}, "confidence": 0.89, "created_at": "2026-06-21 13:03:01", "deadline": null, "id": "question-test-pitch-now-question-test-lane-aeo-geo-retrieval-testing-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "question_test", "status": "open", "strategy": "AEO GEO retrieval testing", "subject_id": "pitch-now-question-test-lane", "subject_name": "Pitch-now question test lane", "subject_type": "content_asset", "updated_at": "2026-06-21 13:03:01"}
{"amount": "", "attrs": {"action": "Keep route-only rows out of pitch-now status until official timing or intake proof exists.", "pattern": "Route hypotheses are useful but should not drive immediate outreach without proof.", "priority_rank": 5, "sme_verify": "Is this row genuinely accepting manager materials now?", "source_path": "docs/quant-loop-operating-schedule.md"}, "confidence": 0.92, "created_at": "2026-06-21 13:03:01", "deadline": null, "id": "promotion-gate-official-intake-promotion-gate-source-quality-control-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "promotion_gate", "status": "active", "strategy": "source-quality control", "subject_id": "official-intake-promotion-gate", "subject_name": "Official intake promotion gate", "subject_type": "schema", "updated_at": "2026-06-21 13:03:01"}
{"amount": "", "attrs": {"action": "After audit, route tick 99 to hour 01 funding and rebalance cycles unless pitch-now blockers dominate.", "pattern": "The hourly loop should advance rather than repeat the same lane unless the blocker is high-value.", "priority_rank": 6, "sme_verify": "Should the next hour move to funding cycles or stay on pitch-now blockers?", "source_path": "docs/quant-loop-operating-schedule.md"}, "confidence": 0.9, "created_at": "2026-06-21 13:03:01", "deadline": null, "id": "next-hour-route-tick-98-next-hour-handoff-gate-hourly-loop-routing-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "next_hour_route", "status": "open", "strategy": "hourly loop routing", "subject_id": "tick-98-next-hour-handoff-gate", "subject_name": "Tick 98 next-hour handoff gate", "subject_type": "process", "updated_at": "2026-06-21 13:03:01"}
{"amount": "", "attrs": {"action": "Run the exact pitch-now question and capture whether the answer exposes a live route, owner or role, and proof gap.", "pattern": "Public engines are useful only when they preserve route-level intake instead of turning the question into a generic allocator summary.", "priority_rank": 1, "sme_verify": "Would this answer let outreach start today?", "source_path": "data/recovered_loop_tick82_answer_engine_query_test_checklists.json; data/recovered_loop_tick89_answer_engine_evidence_ledger_schema.json"}, "confidence": 0.92, "created_at": "2026-06-21 13:04:48", "deadline": null, "id": "pitch-now-question-test-chatgpt-search-qt-00-pitch-now-row-public-answer-engine-query-validation-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "pitch_now_question_test", "status": "open", "strategy": "public answer-engine query validation", "subject_id": "chatgpt-search-qt-00-pitch-now-row", "subject_name": "ChatGPT Search qt-00 pitch-now row", "subject_type": "question_test_row", "updated_at": "2026-06-21 13:04:48"}
{"amount": "", "attrs": {"action": "Check whether the AI Overview keeps the public pitch-now lane distinct from historical or monitor-only rows.", "pattern": "The question fails if the engine returns generic allocator context instead of a current intake path.", "priority_rank": 2, "sme_verify": "Did the answer surface a current intake route?", "source_path": "docs/quant-pitch-now-validation.md; data/recovered_loop_tick81_current_pitch_execution_queue.json"}, "confidence": 0.91, "created_at": "2026-06-21 13:04:48", "deadline": null, "id": "pitch-now-question-test-google-ai-overviews-ai-mode-qt-00-pitch-now-row-public-answer-engine-query-validation-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "pitch_now_question_test", "status": "open", "strategy": "public answer-engine query validation", "subject_id": "google-ai-overviews-ai-mode-qt-00-pitch-now-row", "subject_name": "Google AI Overviews / AI Mode qt-00 pitch-now row", "subject_type": "question_test_row", "updated_at": "2026-06-21 13:04:48"}
{"amount": "", "attrs": {"action": "Verify that Claude web search returns the route, not only the allocator brand name.", "pattern": "Pitch-now language must stay tied to a concrete submission route.", "priority_rank": 3, "sme_verify": "Is the route actionable without a second search?", "source_path": "docs/quant-pitch-now-validation.md; docs/quant-pitch-calendar.md"}, "confidence": 0.9, "created_at": "2026-06-21 13:04:48", "deadline": null, "id": "pitch-now-question-test-claude-web-search-qt-00-pitch-now-row-public-answer-engine-query-validation-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "pitch_now_question_test", "status": "open", "strategy": "public answer-engine query validation", "subject_id": "claude-web-search-qt-00-pitch-now-row", "subject_name": "Claude web search qt-00 pitch-now row", "subject_type": "question_test_row", "updated_at": "2026-06-21 13:04:48"}
{"amount": "", "attrs": {"action": "Capture Perplexity output and compare the returned route fields with the corpus route list.", "pattern": "Perplexity should return the route fields if the mirror is actually answer-ready.", "priority_rank": 4, "sme_verify": "Does the answer distinguish live intake from background allocator description?", "source_path": "data/recovered_loop_tick82_answer_engine_query_test_checklists.json; data/recovered_loop_tick89_answer_engine_evidence_ledger_schema.json"}, "confidence": 0.9, "created_at": "2026-06-21 13:04:48", "deadline": null, "id": "pitch-now-question-test-perplexity-qt-00-pitch-now-row-public-answer-engine-query-validation-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "pitch_now_question_test", "status": "open", "strategy": "public answer-engine query validation", "subject_id": "perplexity-qt-00-pitch-now-row", "subject_name": "Perplexity qt-00 pitch-now row", "subject_type": "question_test_row", "updated_at": "2026-06-21 13:04:48"}
{"amount": "", "attrs": {"action": "Use the repo corpus as the source-of-truth baseline before any external engine result is promoted.", "pattern": "The internal corpus should return the route list even when no single named acceptor is confirmed.", "priority_rank": 5, "sme_verify": "Which row proves the live route today?", "source_path": "docs/quant-pitch-now-validation.md; docs/quant-pitch-calendar.md; data/recovered_loop_tick81_current_pitch_execution_queue.json; data/quant_pitch_calendar.json"}, "confidence": 0.95, "created_at": "2026-06-21 13:04:48", "deadline": null, "id": "pitch-now-question-test-internal-corpus-qt-00-pitch-now-row-repo-corpus-validation-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "pitch_now_question_test", "status": "active", "strategy": "repo corpus validation", "subject_id": "internal-corpus-qt-00-pitch-now-row", "subject_name": "Internal corpus qt-00 pitch-now row", "subject_type": "question_test_row", "updated_at": "2026-06-21 13:04:48"}
{"amount": "", "attrs": {"SME_question": "Are the addenda public on the board page, or only visible after shortlist or consultant contact?", "action": "Capture the board-page notice, attachment URLs, addenda URLs, and award-path metadata before treating the search as fully pitchable.", "blocker": "The corpus still needs corpus-backed capture of attachments, addenda, and award-path details.", "deadline_or_status": "due 2026-07-15", "next_backfill": "Fetch the Comptroller RFP board page and the passive-indexing notice, then extract every attachment and addendum URL.", "pattern": "Open searches only become directly pitchable when the official notice and support documents are pinned to the packet.", "priority_rank": 1, "source_path": "docs/quant-pitch-calendar.md; data/quant_pitch_calendar.json; data/recovered_loop_tick84_outreach_packet_production_order.json"}, "confidence": 0.5, "created_at": "2026-06-21 13:06:30", "deadline": null, "id": "current-intake-proof-target-nyc-bureau-of-asset-management-passive-indexing-manager-search-deadline-open", "next_review": null, "signal_date": null, "signal_type": "current_intake_proof_target", "status": "open", "strategy": "", "subject_id": "nyc-bureau-of-asset-management-passive-indexing-manager-search-deadline", "subject_name": "NYC Bureau of Asset Management passive indexing manager search deadline", "subject_type": "public_pension_surface", "updated_at": "2026-06-21 13:06:30"}
{"amount": "", "attrs": {"SME_question": "For a systematic public strategy, is eVestment completeness enough on its own, or does CalPERS still want a direct staff introduction?", "action": "Refresh the Nasdaq eVestment profile and confirm whether the direct staff path or the qualification screen is the true first-touch route.", "blocker": "The corpus does not yet prove whether eVestment completeness alone clears the screen.", "deadline_or_status": "open now", "next_backfill": "Capture the current qualification criteria and any direct-contact fallback language from the public manager-opportunities page.", "pattern": "CalPERS continuously searches for external investment managers through Nasdaq eVestment and direct outreach fallback.", "priority_rank": 2, "source_path": "docs/quant-pitch-calendar.md; data/quant_pitch_calendar.json; data/recovered_loop_tick73_calpers_evestment_go_no_go_fields.json"}, "confidence": 0.5, "created_at": "2026-06-21 13:06:30", "deadline": null, "id": "current-intake-proof-target-calpers-public-investment-manager-opportunities-open", "next_review": null, "signal_date": null, "signal_type": "current_intake_proof_target", "status": "open", "strategy": "", "subject_id": "calpers-public-investment-manager-opportunities", "subject_name": "CalPERS Public Investment Manager Opportunities", "subject_type": "public_pension_surface", "updated_at": "2026-06-21 13:06:30"}
{"amount": "", "attrs": {"SME_question": "Do unsolicited proposals get triaged centrally, asset-class-team routed, or referred out to an adviser first?", "action": "Keep the secure proposal portal staged as the fallback route and preserve the diligence packet for review or adviser routing.", "blocker": "The triage path from the portal is still unresolved in the corpus.", "deadline_or_status": "open now", "next_backfill": "Capture the upload or instruction page and the triage wording that follows a submission.", "pattern": "A standing portal can accept unsolicited proposals even when no formal RFP is open.", "priority_rank": 3, "source_path": "docs/quant-pitch-calendar.md; data/quant_pitch_calendar.json; data/recovered_loop_tick73_calpers_evestment_go_no_go_fields.json"}, "confidence": 0.5, "created_at": "2026-06-21 13:06:30", "deadline": null, "id": "current-intake-proof-target-calpers-investment-proposal-submission-open", "next_review": null, "signal_date": null, "signal_type": "current_intake_proof_target", "status": "open", "strategy": "", "subject_id": "calpers-investment-proposal-submission", "subject_name": "CalPERS Investment Proposal Submission", "subject_type": "public_pension_surface", "updated_at": "2026-06-21 13:06:30"}
{"amount": "", "attrs": {"SME_question": "Which program partners and asset-class sleeves currently screen systematic public or absolute-return strategies?", "action": "Map the program page to the current asset-class parameters, capacity, and graduation path into allocation.", "blocker": "The corpus still needs a current program contact and a live route-to-review trigger.", "deadline_or_status": "open now", "next_backfill": "Capture the current emerging-manager page and the monthly disclosure / investment-office context around it.", "pattern": "Standing emerging-manager programs are actionable when the contact path and review trigger are current.", "priority_rank": 4, "source_path": "docs/quant-pitch-calendar.md; data/quant_pitch_calendar.json; data/recovered_loop_tick74_nyscrf_monthly_tape_schema_and_actions.json"}, "confidence": 0.5, "created_at": "2026-06-21 13:06:30", "deadline": null, "id": "current-intake-proof-target-nyscrf-emerging-manager-program-open", "next_review": null, "signal_date": null, "signal_type": "current_intake_proof_target", "status": "open", "strategy": "", "subject_id": "nyscrf-emerging-manager-program", "subject_name": "NYSCRF Emerging Manager Program", "subject_type": "public_pension_surface", "updated_at": "2026-06-21 13:06:30"}
{"amount": "", "attrs": {"SME_question": "Does GPIF still accept manager registration for non-core strategies before an RFP?", "action": "Use the alternative-assets manager-registration page as the live intake surface and prepare a database-ready packet.", "blocker": "The corpus still needs a fresh first-party confirmation that the registration route remains open to non-core strategies.", "deadline_or_status": "open now", "next_backfill": "Fetch the current alternative-assets manager-registration page and the executives page together.", "pattern": "The GPIF registration surface is a standing pre-RFP gate for manager discovery.", "priority_rank": 5, "source_path": "docs/quant-pitch-calendar.md; data/quant_pitch_calendar.json; data/recovered_loop_tick96_international_first_party_confirmation_queue.json"}, "confidence": 0.5, "created_at": "2026-06-21 13:06:30", "deadline": null, "id": "current-intake-proof-target-gpif-manager-registration-systems-open", "next_review": null, "signal_date": null, "signal_type": "current_intake_proof_target", "status": "open", "strategy": "", "subject_id": "gpif-manager-registration-systems", "subject_name": "GPIF manager registration systems", "subject_type": "public_pension_surface", "updated_at": "2026-06-21 13:06:30"}
{"amount": "", "attrs": {"SME_question": "Is Managers Gate a registration gate, a pre-RFP database, or both?", "action": "Use the public external-manager registration path and keep the packet mandate-specific.", "blocker": "The corpus still does not fully settle whether Managers Gate is registration, pre-RFP database intake, or both.", "deadline_or_status": "open now", "next_backfill": "Fetch the Managers Gate page together with the governance and leadership pages.", "pattern": "PIF exposes a named manager portal for external managers and a board-adjacent leadership stack.", "priority_rank": 6, "source_path": "docs/quant-pitch-calendar.md; data/quant_pitch_calendar.json; data/recovered_loop_tick96_international_first_party_confirmation_queue.json"}, "confidence": 0.5, "created_at": "2026-06-21 13:06:30", "deadline": null, "id": "current-intake-proof-target-pif-managers-gate-open", "next_review": null, "signal_date": null, "signal_type": "current_intake_proof_target", "status": "open", "strategy": "", "subject_id": "pif-managers-gate", "subject_name": "PIF Managers Gate", "subject_type": "sovereign_wealth_surface", "updated_at": "2026-06-21 13:06:30"}
{"amount": "", "attrs": {"action": "Prepare a submission before the July 15 close and mirror the attachments and addenda.", "pattern": "A live search becomes pitchable once the board page and submission path are normalized.", "priority_rank": 1, "sme_verify": "Does the search route through a board page, a bureau contact, or both?", "source_path": "docs/quant-pitch-calendar.md; docs/quant-30-day-outreach-queue.md; data/quant_pitch_calendar.json"}, "confidence": 0.99, "created_at": "2026-06-21 13:10:26", "deadline": null, "id": "open-pitch-window-nyc-bureau-of-asset-management-passive-indexing-manager-search-deadline-public-equity-passive-indexing-manager-search-replacement-cycle-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "open_pitch_window", "status": "open", "strategy": "public equity passive indexing manager search / replacement cycle", "subject_id": "nyc-bureau-of-asset-management-passive-indexing-manager-search-deadline", "subject_name": "NYC Bureau of Asset Management passive indexing manager search deadline", "subject_type": "public_procurement", "updated_at": "2026-06-21 13:10:26"}
{"amount": "", "attrs": {"action": "Watch the RFP board and mirror every live asset-management notice.", "pattern": "The board is the monitor surface, not the final owner identity.", "priority_rank": 2, "sme_verify": "Which bureau or person owns the intake behind the board?", "source_path": "docs/quant-pitch-calendar.md; docs/quant-30-day-outreach-queue.md"}, "confidence": 0.97, "created_at": "2026-06-21 13:10:26", "deadline": null, "id": "open-pitch-window-nyc-comptroller-rfps-and-solicitations-investment-related-procurement-notices-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "open_pitch_window", "status": "active", "strategy": "investment-related procurement notices", "subject_id": "nyc-comptroller-rfps-and-solicitations", "subject_name": "NYC Comptroller RFPs and Solicitations", "subject_type": "public_procurement", "updated_at": "2026-06-21 13:10:26"}
{"amount": "", "attrs": {"action": "Keep Nasdaq eVestment current and preserve the direct-contact fallback path.", "pattern": "Standing manager opportunities are current intake, but the staff owner is not named.", "priority_rank": 3, "sme_verify": "Who at CalPERS owns the first screen for manager-opportunity submissions?", "source_path": "docs/quant-pitch-calendar.md; docs/quant-30-day-outreach-queue.md; data/quant_pitch_calendar.json"}, "confidence": 0.96, "created_at": "2026-06-21 13:10:26", "deadline": null, "id": "current-intake-calpers-public-investment-manager-opportunities-liquid-quant-systematic-public-equity-and-fixed-income-manager-registration-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "current_intake", "status": "open", "strategy": "liquid quant / systematic public equity and fixed income manager registration", "subject_id": "calpers-public-investment-manager-opportunities", "subject_name": "CalPERS Public Investment Manager Opportunities", "subject_type": "public_pension_registration", "updated_at": "2026-06-21 13:10:26"}
{"amount": "", "attrs": {"action": "Submit through the secure portal with track record, fees, liquidity, and risk controls ready.", "pattern": "The portal is a standing intake route, but its triage owner is not explicit.", "priority_rank": 4, "sme_verify": "Is the proposal triage centralized, team-routed, or sponsor-dependent?", "source_path": "docs/quant-pitch-calendar.md; docs/quant-30-day-outreach-queue.md; data/quant_pitch_calendar.json"}, "confidence": 0.95, "created_at": "2026-06-21 13:10:26", "deadline": null, "id": "current-intake-calpers-investment-proposal-submission-direct-investment-proposal-portal-liquid-quant-pitch-intake-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "current_intake", "status": "open", "strategy": "direct investment proposal portal / liquid quant pitch intake", "subject_id": "calpers-investment-proposal-submission", "subject_name": "CalPERS Investment Proposal Submission", "subject_type": "public_pension_portal", "updated_at": "2026-06-21 13:10:26"}
{"amount": "", "attrs": {"action": "Contact the Emerging Manager Team and map the strategy to current asset-class parameters.", "pattern": "Emerging-manager programs are current intake, but the named partner owner is not carried in the corpus.", "priority_rank": 5, "sme_verify": "Which program partner and sleeve screens systematic or absolute-return strategies today?", "source_path": "docs/quant-30-day-outreach-queue.md; data/quant_pitch_calendar.json"}, "confidence": 0.94, "created_at": "2026-06-21 13:10:26", "deadline": null, "id": "current-intake-nyscrf-emerging-manager-program-emerging-manager-pipeline-systematic-public-strategies-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "current_intake", "status": "open", "strategy": "emerging manager pipeline / systematic public strategies", "subject_id": "nyscrf-emerging-manager-program", "subject_name": "NYSCRF Emerging Manager Program", "subject_type": "public_pension_program", "updated_at": "2026-06-21 13:10:26"}
{"amount": "", "attrs": {"action": "Use the alternative-assets registration page as the live intake surface and keep the database-ready packet current.", "pattern": "GPIF has a named CIO and a standing registration gate before formal RFP issuance.", "priority_rank": 6, "sme_verify": "Does GPIF still accept registration before an RFP, and who owns the intake review?", "source_path": "docs/quant-30-day-outreach-queue.md; data/quant_pitch_calendar.json; data/recovered_loop_tick96_international_first_party_confirmation_queue.json"}, "confidence": 0.98, "created_at": "2026-06-21 13:10:26", "deadline": null, "id": "current-intake-gpif-manager-registration-systems-equities-bonds-and-alternative-assets-intake-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "current_intake", "status": "open", "strategy": "equities, bonds, and alternative-assets intake", "subject_id": "gpif-manager-registration-systems", "subject_name": "GPIF manager registration systems", "subject_type": "public_pension_registration", "updated_at": "2026-06-21 13:10:26"}
{"amount": "", "attrs": {"action": "Use Managers Gate as the public external-manager registration path and prepare a mandate-specific packet.", "pattern": "PIF exposes a named manager portal, but the corpus still needs the current registration-owner interpretation.", "priority_rank": 7, "sme_verify": "Is Managers Gate treated as registration, pre-RFP intake, or both?", "source_path": "docs/quant-30-day-outreach-queue.md; data/quant_pitch_calendar.json; data/recovered_loop_tick96_international_first_party_confirmation_queue.json"}, "confidence": 0.98, "created_at": "2026-06-21 13:10:26", "deadline": null, "id": "current-intake-pif-managers-gate-mena-external-managers-program-external-manager-registration-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "current_intake", "status": "open", "strategy": "MENA External Managers Program / external manager registration", "subject_id": "pif-managers-gate", "subject_name": "PIF Managers Gate", "subject_type": "sovereign_registration", "updated_at": "2026-06-21 13:10:26"}
{"amount": "", "attrs": {"action": "Use the partner-contact surface as the public intake for new-manager relationships.", "pattern": "HMC invites partners by contact surface, not by a public RFP calendar.", "priority_rank": 8, "sme_verify": "Does the current HMC intake live at the partner-contact surface or somewhere else?", "source_path": "docs/quant-pitch-calendar.md; data/quant_pitch_calendar.json"}, "confidence": 0.9, "created_at": "2026-06-21 13:10:26", "deadline": null, "id": "current-intake-harvard-management-company-partners-and-performance-new-manager-relationship-intake-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "current_intake", "status": "active", "strategy": "new-manager relationship intake", "subject_id": "harvard-management-company-partners-and-performance", "subject_name": "Harvard Management Company Partners and Performance", "subject_type": "endowment_partner_intake", "updated_at": "2026-06-21 13:10:26"}
{"amount": "", "attrs": {"action": "Target Michael Wissell plus John Sinclair and Dan Anderson with a liability-aware allocation thesis.", "pattern": "HOOPP has named board and ALM contacts, so this is a real owner-bearing route.", "priority_rank": 9, "sme_verify": "Which named contact owns the first screen: CIO, board, or ALM?", "source_path": "docs/quant-pitch-calendar.md; data/quant_pitch_calendar.json; data/recovered_loop_tick96_international_first_party_confirmation_queue.json"}, "confidence": 0.95, "created_at": "2026-06-21 13:10:26", "deadline": null, "id": "current-intake-hoopp-board-and-asset-liability-route-liability-aware-quant-absolute-return-allocation-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "current_intake", "status": "active", "strategy": "liability-aware quant / absolute-return allocation", "subject_id": "hoopp-board-and-asset-liability-route", "subject_name": "HOOPP board and asset-liability route", "subject_type": "public_pension_alm", "updated_at": "2026-06-21 13:10:26"}
{"amount": "", "attrs": {"action": "Route systematic and liquid-alts materials around governance, RI constraints, and public-markets ownership.", "pattern": "Official manager context is current intake, but the first-touch owner is still not explicit enough.", "priority_rank": 10, "sme_verify": "Who owns the current NZ Super external-mandates intake path?", "source_path": "docs/quant-pitch-calendar.md; data/quant_pitch_calendar.json"}, "confidence": 0.84, "created_at": "2026-06-21 13:10:26", "deadline": null, "id": "current-intake-new-zealand-superannuation-fund-official-manager-context-external-mandates-systematic-liquid-alternatives-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "current_intake", "status": "active", "strategy": "external mandates / systematic liquid alternatives", "subject_id": "new-zealand-superannuation-fund-official-manager-context", "subject_name": "New Zealand Superannuation Fund official manager context", "subject_type": "sovereign_pension_manager_context", "updated_at": "2026-06-21 13:10:26"}
{"amount": "", "attrs": {"action": "Approach the external-mandates side of the co-CIO model with portable alpha and managed-account proposals.", "pattern": "The current intake lane exists, but the named board-packet owner is still only partial in the corpus.", "priority_rank": 11, "sme_verify": "Does the external-mandates lane need a specific sponsor or can it take direct proposals?", "source_path": "docs/quant-pitch-calendar.md; data/quant_pitch_calendar.json"}, "confidence": 0.79, "created_at": "2026-06-21 13:10:26", "deadline": null, "id": "current-intake-new-zealand-superannuation-fund-systematic-liquid-alternatives-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "current_intake", "status": "active", "strategy": "systematic / liquid alternatives", "subject_id": "new-zealand-superannuation-fund", "subject_name": "New Zealand Superannuation Fund", "subject_type": "sovereign_pension_external_mandates", "updated_at": "2026-06-21 13:10:26"}
{"amount": "", "attrs": {"action": "Publish advisor-ready content structured for CAIS search and Claude retrieval.", "pattern": "The route exists, but the workflow owner is not explicit in the corpus.", "priority_rank": 12, "sme_verify": "Which CAIS surface is the real retrieval entry point?", "source_path": "docs/quant-pitch-calendar.md; data/quant_pitch_calendar.json; data/recovered_loop_tick96_family_office_live_proof_queue.json"}, "confidence": 0.5, "created_at": "2026-06-21 13:10:26", "deadline": null, "id": "current-intake-cais-x-claude-cais-advisor-intelligence-advisor-retrieval-and-model-portfolio-fit-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "current_intake", "status": "active", "strategy": "advisor retrieval and model-portfolio fit", "subject_id": "cais-x-claude-cais-advisor-intelligence", "subject_name": "CAIS x Claude / CAIS advisor intelligence", "subject_type": "platform_route", "updated_at": "2026-06-21 13:10:26"}
{"amount": "", "attrs": {"action": "Normalize the marketplace into a diligence packet with subscription, DDQ, reporting, and fit fields.", "pattern": "The platform route is current, but the listability owner is not named.", "priority_rank": 13, "sme_verify": "Which iCapital field determines listability?", "source_path": "docs/quant-pitch-calendar.md; data/quant_pitch_calendar.json; data/recovered_loop_tick96_family_office_live_proof_queue.json"}, "confidence": 0.5, "created_at": "2026-06-21 13:10:26", "deadline": null, "id": "current-intake-icapital-marketplace-due-diligence-private-bank-and-ria-distribution-gatekeeper-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "current_intake", "status": "active", "strategy": "private-bank and RIA distribution gatekeeper", "subject_id": "icapital-marketplace-due-diligence", "subject_name": "iCapital Marketplace / Due Diligence", "subject_type": "platform_route", "updated_at": "2026-06-21 13:10:26"}
{"amount": "", "attrs": {"action": "Prepare DDQ, ODD, data-room index, risk reporting, transparency evidence, and named research people.", "pattern": "Aksia is a screening-plus-ODD workflow, not generic institutional consulting.", "priority_rank": 14, "sme_verify": "Which Aksia lead owns first screen today?", "source_path": "docs/quant-pitch-calendar.md; data/quant_pitch_calendar.json"}, "confidence": 0.85, "created_at": "2026-06-21 13:10:26", "deadline": null, "id": "current-intake-aksia-max-manager-portal-hedge-fund-screening-and-odd-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "current_intake", "status": "active", "strategy": "hedge-fund screening and ODD", "subject_id": "aksia-max-manager-portal", "subject_name": "Aksia MAX / Manager Portal", "subject_type": "consultant_platform", "updated_at": "2026-06-21 13:10:26"}
{"amount": "", "attrs": {"action": "Package the strategy for advisor-research and shelf-fit review.", "pattern": "The workflow exists, but the owner is still thin in the corpus.", "priority_rank": 15, "sme_verify": "Which Morningstar workflow decides shelf fit and implementation fit?", "source_path": "docs/quant-pitch-calendar.md; data/quant_pitch_calendar.json"}, "confidence": 0.5, "created_at": "2026-06-21 13:10:26", "deadline": null, "id": "current-intake-morningstar-wealth-advisor-research-and-model-portfolio-fit-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "current_intake", "status": "active", "strategy": "advisor research and model-portfolio fit", "subject_id": "morningstar-wealth", "subject_name": "Morningstar Wealth", "subject_type": "platform_route", "updated_at": "2026-06-21 13:10:26"}
{"amount": "", "attrs": {"action": "Execute hourly lane 01 and produce funding-cycle, proof-queue, and question-test rows.", "pattern": "Near-term capital motion often appears in annual reports, board packets, monthly tapes, and allocation targets before a formal search.", "priority_rank": 1, "sme_verify": "What funding cycle creates near-term capital motion?", "source_path": "data/recovered_loop_tick97_hourly_goal_and_question_test_schedule.json"}, "confidence": 0.94, "created_at": "2026-06-21 13:13:32", "deadline": null, "id": "hourly-lane-execution-tick-99-funding-rebalance-hour-01-control-plane-funding-and-rebalance-cycle-detection-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "hourly_lane_execution", "status": "active", "strategy": "funding and rebalance cycle detection", "subject_id": "tick-99-funding-rebalance-hour-01-control-plane", "subject_name": "Tick 99 funding rebalance hour 01 control plane", "subject_type": "process", "updated_at": "2026-06-21 13:16:40"}
{"amount": "", "attrs": {"action": "Normalize cycle date, allocation change, strategy bucket, amount or target, decision owner, and proof gap.", "pattern": "Funding-cycle rows need dated evidence and a decision owner before they become pitchable.", "priority_rank": 2, "sme_verify": "Which allocation cycle is live funding demand?", "source_path": "docs/quant-pitch-calendar.md; data/quant_pitch_calendar.json"}, "confidence": 0.9, "created_at": "2026-06-21 13:13:32", "deadline": null, "id": "funding-cycle-gap-funding-cycle-matrix-lane-capital-motion-matrix-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "funding_cycle_gap", "status": "open", "strategy": "capital motion matrix", "subject_id": "funding-cycle-matrix-lane", "subject_name": "Funding-cycle matrix lane", "subject_type": "analysis_lane", "updated_at": "2026-06-21 13:16:40"}
{"amount": "", "attrs": {"action": "Backfill first-party annual report, board book, monthly tape, agenda, or committee-packet fields.", "pattern": "Board and annual-report materials are the strongest local proof for capital motion.", "priority_rank": 3, "sme_verify": "Which first-party document proves the capital motion?", "source_path": "docs/quant-board-packet-extraction-queue.md"}, "confidence": 0.91, "created_at": "2026-06-21 13:13:32", "deadline": null, "id": "first-party-proof-gap-board-and-report-proof-lane-board-and-report-source-acquisition-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "first_party_proof_gap", "status": "open", "strategy": "board and report source acquisition", "subject_id": "board-and-report-proof-lane", "subject_name": "Board and report proof lane", "subject_type": "analysis_lane", "updated_at": "2026-06-21 13:16:40"}
{"amount": "", "attrs": {"action": "Create query variants and pass/fail criteria for the funding-cycle question.", "pattern": "AEO/GEO funding-cycle answers need cycle date, allocation change, strategy bucket, decision owner, and source document.", "priority_rank": 4, "sme_verify": "Does the answer name the funding cycle and source document?", "source_path": "data/recovered_loop_tick97_hourly_goal_and_question_test_schedule.json"}, "confidence": 0.88, "created_at": "2026-06-21 13:13:32", "deadline": null, "id": "question-test-funding-cycle-question-test-lane-aeo-geo-retrieval-testing-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "question_test", "status": "open", "strategy": "AEO GEO retrieval testing", "subject_id": "funding-cycle-question-test-lane", "subject_name": "Funding-cycle question test lane", "subject_type": "content_asset", "updated_at": "2026-06-21 13:16:40"}
{"amount": "", "attrs": {"action": "Keep generic allocation-policy rows out of active capital-motion status until dated evidence exists.", "pattern": "Static allocation policy is not the same as near-term capital motion.", "priority_rank": 5, "sme_verify": "Is this live funding demand or only monitor cadence?", "source_path": "docs/quant-loop-operating-schedule.md"}, "confidence": 0.92, "created_at": "2026-06-21 13:13:32", "deadline": null, "id": "promotion-gate-dated-allocation-motion-promotion-gate-source-quality-control-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "promotion_gate", "status": "active", "strategy": "source-quality control", "subject_id": "dated-allocation-motion-promotion-gate", "subject_name": "Dated allocation motion promotion gate", "subject_type": "schema", "updated_at": "2026-06-21 13:16:40"}
{"amount": "", "attrs": {"action": "After audit, route tick 100 to hour 02 low-performer replacement motion unless funding blockers dominate.", "pattern": "The hourly loop should advance through the schedule while preserving high-value blockers.", "priority_rank": 6, "sme_verify": "Should the next hour move to low-performer replacement or stay on funding-cycle blockers?", "source_path": "docs/quant-loop-operating-schedule.md"}, "confidence": 0.9, "created_at": "2026-06-21 13:13:32", "deadline": null, "id": "next-hour-route-tick-99-next-hour-handoff-gate-hourly-loop-routing-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "next_hour_route", "status": "open", "strategy": "hourly loop routing", "subject_id": "tick-99-next-hour-handoff-gate", "subject_name": "Tick 99 next-hour handoff gate", "subject_type": "process", "updated_at": "2026-06-21 13:16:40"}
{"amount": "", "attrs": {"action": "Turn the funding-cycle lane into row-level proof capture for annual reports, board books, monthly tapes, board agendas, committee packets, target allocations, and pacing plans.", "pattern": "Near-term capital motion shows up first in first-party report and packet surfaces.", "priority_rank": 1, "sme_verify": "What first-party document proves the capital motion?", "source_path": "docs/quant-loop-operating-schedule.md; data/recovered_loop_tick99_funding_rebalance_hour01_control_plane.json"}, "confidence": 0.95, "created_at": "2026-06-21 13:16:11", "deadline": null, "id": "proof-queue-execution-tick-99-board-report-proof-queue-funding-and-rebalance-proof-capture-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "proof_queue_execution", "status": "active", "strategy": "funding and rebalance proof capture", "subject_id": "tick-99-board-report-proof-queue", "subject_name": "Tick 99 board report proof queue", "subject_type": "process", "updated_at": "2026-06-21 13:16:11"}
{"amount": "", "attrs": {"action": "Extract the July 16-17, 2026 agenda, board book, summary, and recording URLs into a meeting digest.", "pattern": "The site archives every board meeting and explicitly exposes board books and recordings.", "sme_verify": "Which agenda items are actually spoken to by Jase Auby or Britt Harris?", "source_path": "https://trs.texas.gov/about/trustees/board-meeting-materials; docs/quant-pitch-calendar.md; data/recovered_loop_tick39_board_agenda_rfp_signals.json"}, "confidence": 0.95, "created_at": "2026-06-21 13:16:11", "deadline": null, "id": "board-archive-monitor-trs-texas-board-meeting-materials-commitments-approvals-manager-change-evidence-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "board_archive_monitor", "status": "active", "strategy": "commitments / approvals / manager-change evidence", "subject_id": "trs-texas-board-meeting-materials", "subject_name": "TRS Texas Board Meeting Materials", "subject_type": "public_pension_surface", "updated_at": "2026-06-21 13:16:11"}
{"amount": "", "attrs": {"action": "Normalize the June 18 archive row into agenda, book, minutes, and audio fields for allocation and manager items.", "pattern": "Posted meetings show a June 18, 2026 board agenda and book; the archive keeps agenda/book/audio for each meeting.", "sme_verify": "Which UTIMCO archive fields are actually posted for June 18, 2026?", "source_path": "https://www.utimco.org/meeting-resources/; docs/quant-pitch-calendar.md; data/recovered_loop_tick68_official_packet_extraction_plan.json"}, "confidence": 0.96, "created_at": "2026-06-21 13:16:11", "deadline": null, "id": "board-archive-monitor-utimco-meeting-resources-allocation-manager-governance-change-detection-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "board_archive_monitor", "status": "active", "strategy": "allocation / manager / governance change detection", "subject_id": "utimco-meeting-resources", "subject_name": "UTIMCO Meeting Resources", "subject_type": "public_pension_endowment", "updated_at": "2026-06-22 00:05:37"}
{"amount": "", "attrs": {"action": "Keep the board meetings, Nasdaq eVestment path, and secure proposal portal separate so the qualification screen does not blur into the fallback route.", "pattern": "CalPERS has a standing manager-opportunities route plus a direct proposal path, and the board packet is still a separate proof surface.", "sme_verify": "Is eVestment completeness enough, or does CalPERS still want a direct staff introduction?", "source_path": "docs/quant-board-packet-extraction-queue.md; docs/quant-pitch-calendar.md; data/recovered_loop_tick86_calpers_packet_artifact.json"}, "confidence": 0.94, "created_at": "2026-06-21 13:16:11", "deadline": null, "id": "allocation-intake-calpers-board-and-intake-route-board-meetings-plus-manager-opportunity-and-proposal-intake-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "allocation_intake", "status": "active", "strategy": "board meetings plus manager-opportunity and proposal intake", "subject_id": "calpers-board-and-intake-route", "subject_name": "CalPERS board and intake route", "subject_type": "public_pension", "updated_at": "2026-06-22 00:05:37"}
{"amount": "", "attrs": {"action": "Normalize the monthly disclosure into hire, termination, transaction, and placement-agent rows, and keep the emerging-manager path attached as the allocation route.", "pattern": "The monthly disclosure page is the clearest row-level hire/termination tape in the corpus.", "sme_verify": "Which monthly rows are true manager openings or replacements?", "source_path": "docs/quant-board-packet-extraction-queue.md; data/recovered_loop_tick74_nyscrf_monthly_tape_schema_and_actions.json; data/recovered_loop_tick55_board_artifact_extraction_signals.json"}, "confidence": 0.97, "created_at": "2026-06-21 13:16:11", "deadline": null, "id": "monthly-tape-monitor-nyscrf-monthly-disclosure-and-emerging-manager-tape-manager-hires-terminations-allocation-route-detection-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "monthly_tape_monitor", "status": "active", "strategy": "manager hires / terminations / allocation-route detection", "subject_id": "nyscrf-monthly-disclosure-and-emerging-manager-tape", "subject_name": "NYSCRF monthly disclosure and emerging-manager tape", "subject_type": "public_pension_surface", "updated_at": "2026-06-22 00:05:37"}
{"amount": "", "attrs": {"action": "Capture every solicitation attachment and addendum URL plus award-path metadata before treating the search as pitch-complete.", "pattern": "The live search has a July 15 deadline and the replacement-cycle proof is already referenced in the corpus.", "sme_verify": "Are the addenda public on the board page, or only visible after shortlist or consultant contact?", "source_path": "docs/quant-pitch-calendar.md; data/recovered_loop_tick68_official_packet_extraction_plan.json; data/recovered_loop_tick99_board_report_proof_queue.json"}, "confidence": 0.99, "created_at": "2026-06-21 13:16:11", "deadline": null, "id": "procurement-search-monitor-nyc-bam-passive-indexing-search-and-solicitations-public-equity-passive-indexing-replacement-cycle-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "procurement_search_monitor", "status": "open", "strategy": "public-equity passive indexing replacement cycle", "subject_id": "nyc-bam-passive-indexing-search-and-solicitations", "subject_name": "NYC BAM passive-indexing search and solicitations", "subject_type": "public_pension_surface", "updated_at": "2026-06-22 00:05:37"}
{"amount": "", "attrs": {"action": "Extract trustee agenda items, new-manager report rows, and future-solicitation form fields into separate proof rows.", "pattern": "Florida SBA exposes trustee materials, quarterly new-manager reports, and a future-solicitation intake form.", "sme_verify": "Do the new-manager reports reflect fresh allocations or only reporting formalities?", "source_path": "docs/quant-board-packet-extraction-queue.md; data/recovered_loop_tick65_board_packet_extraction_targets.json; data/recovered_loop_tick39_board_agenda_rfp_signals.json"}, "confidence": 0.94, "created_at": "2026-06-21 13:16:11", "deadline": null, "id": "board-and-onboarding-monitor-florida-sba-trustee-and-onboarding-route-policy-changes-manager-onboarding-future-solicitation-intake-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "board_and_onboarding_monitor", "status": "active", "strategy": "policy changes / manager onboarding / future solicitation intake", "subject_id": "florida-sba-trustee-and-onboarding-route", "subject_name": "Florida SBA trustee and onboarding route", "subject_type": "public_pension", "updated_at": "2026-06-21 13:16:11"}
{"amount": "", "attrs": {"action": "Do not promote the TRS Illinois route until the official annual report or board packet proves current funding or rebalance motion.", "pattern": "The corpus has personnel and route context, but not the first-party report needed for capital-motion proof.", "sme_verify": "What public board or annual-report document proves a current manager-review window for TRS Illinois?", "source_path": "docs/quant-person-gap-outreach-queue.md; data/recovered_batches/extracted_tick10_inst_cios_part7.json; data/recovered_loop_tick63_nonconsultant_person_gap_routes.json; data/recovered_loop_tick99_board_report_proof_queue.json"}, "confidence": 0.76, "created_at": "2026-06-21 13:16:11", "deadline": null, "id": "board-packet-gap-teachers-retirement-system-of-illinois-annual-report-board-packet-pacing-plan-proof-2026-06-21-blocked", "next_review": null, "signal_date": "2026-06-21", "signal_type": "board_packet_gap", "status": "blocked", "strategy": "annual report / board packet / pacing plan proof", "subject_id": "teachers-retirement-system-of-illinois", "subject_name": "Teachers Retirement System of Illinois", "subject_type": "public_pension", "updated_at": "2026-06-22 00:05:37"}
{"amount": "", "attrs": {"action": "Keep SURS as a monitor until a sleeve-level decision or transition plan is proven by a primary record.", "pattern": "A termination is high-signal only after the reason and replacement path are known.", "sme_verify": "Is the row truly long-vol or just generic manager reallocation?", "source_path": "docs/quant-pitch-calendar.md; data/recovered_loop_tick81_monitor_split_official_vs_sme.json; data/recovered_loop_tick66_parent_official_gap_queue.json"}, "confidence": 0.82, "created_at": "2026-06-21 13:16:11", "deadline": null, "id": "replacement-motion-gap-surs-long-vol-replacement-monitor-termination-reason-and-replacement-plan-verification-2026-06-21-monitor", "next_review": null, "signal_date": "2026-06-21", "signal_type": "replacement_motion_gap", "status": "monitor", "strategy": "termination reason and replacement-plan verification", "subject_id": "surs-long-vol-replacement-monitor", "subject_name": "SURS long-vol replacement monitor", "subject_type": "public_pension", "updated_at": "2026-06-21 13:16:11"}
{"amount": "", "attrs": {"action": "Run qt-01 funding-cycle questions against corpus, answer engines, board packets, finance workspaces, and SME calls.", "pattern": "Funding-cycle answers must separate live capital motion from monitor-only cadence.", "priority_rank": 1, "sme_verify": "What funding cycle creates near-term capital motion?", "source_path": "data/recovered_loop_tick97_hourly_goal_and_question_test_schedule.json"}, "confidence": 0.9, "created_at": "2026-06-21 13:28:15", "deadline": null, "id": "question-test-tick-99-funding-cycle-question-test-matrix-funding-cycle-retrieval-testing-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "question_test", "status": "active", "strategy": "funding-cycle retrieval testing", "subject_id": "tick-99-funding-cycle-question-test-matrix", "subject_name": "Tick 99 funding-cycle question-test matrix", "subject_type": "process", "updated_at": "2026-06-21 13:28:15"}
{"amount": "", "attrs": {"action": "Use funding-cycle and board-report artifacts to produce a corpus answer with proof gaps preserved.", "pattern": "Internal answers should preserve weak-source labels rather than overpromote monitor rows.", "priority_rank": 2, "sme_verify": "Which corpus row proves the funding cycle?", "source_path": "data/recovered_loop_tick99_funding_cycle_matrix.json; data/recovered_loop_tick99_board_report_proof_queue.json"}, "confidence": 0.91, "created_at": "2026-06-21 13:28:15", "deadline": null, "id": "question-test-internal-corpus-funding-cycle-test-pack-local-corpus-retrieval-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "question_test", "status": "active", "strategy": "local corpus retrieval", "subject_id": "internal-corpus-funding-cycle-test-pack", "subject_name": "Internal corpus funding-cycle test pack", "subject_type": "process", "updated_at": "2026-06-21 13:28:15"}
{"amount": "", "attrs": {"action": "Test board and report surfaces for cycle date, allocation change, decision owner, and source document.", "pattern": "First-party board materials are the strongest proof for near-term allocation motion.", "priority_rank": 3, "sme_verify": "Which first-party packet proves the allocation motion?", "source_path": "data/recovered_loop_tick99_board_report_proof_queue.json"}, "confidence": 0.89, "created_at": "2026-06-21 13:28:15", "deadline": null, "id": "question-test-board-packet-funding-cycle-test-pack-first-party-packet-extraction-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "question_test", "status": "active", "strategy": "first-party packet extraction", "subject_id": "board-packet-funding-cycle-test-pack", "subject_name": "Board-packet funding-cycle test pack", "subject_type": "process", "updated_at": "2026-06-21 13:28:15"}
{"amount": "", "attrs": {"action": "Run public answer-engine queries after source-backed mirrors are updated.", "pattern": "Public engines may collapse funding-cycle rows into generic allocator summaries unless the source-backed page is explicit.", "priority_rank": 4, "sme_verify": "Does the public answer name the cycle date and source document?", "source_path": "data/recovered_loop_tick97_hourly_goal_and_question_test_schedule.json"}, "confidence": 0.86, "created_at": "2026-06-21 13:28:15", "deadline": null, "id": "question-test-public-answer-engine-funding-cycle-test-pack-aeo-geo-public-retrieval-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "question_test", "status": "open", "strategy": "AEO GEO public retrieval", "subject_id": "public-answer-engine-funding-cycle-test-pack", "subject_name": "Public answer-engine funding-cycle test pack", "subject_type": "process", "updated_at": "2026-06-21 13:28:15"}
{"amount": "", "attrs": {"action": "Fail answers that omit cycle date, allocation change, strategy bucket, decision owner, source document, or proof gap.", "pattern": "Generic allocation-policy answers are not sufficient evidence of near-term capital motion.", "priority_rank": 5, "sme_verify": "Is this answer live funding demand or only static policy?", "source_path": "data/recovered_loop_tick97_hourly_goal_and_question_test_schedule.json"}, "confidence": 0.92, "created_at": "2026-06-21 13:28:15", "deadline": null, "id": "promotion-gate-funding-cycle-answer-promotion-rule-answer-quality-control-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "promotion_gate", "status": "active", "strategy": "answer-quality control", "subject_id": "funding-cycle-answer-promotion-rule", "subject_name": "Funding-cycle answer promotion rule", "subject_type": "schema", "updated_at": "2026-06-21 13:28:15"}
{"amount": "", "attrs": {"action": "Execute hourly lane 02 and produce vulnerable-incumbent, official-proof, and question-test rows.", "pattern": "Replacement opportunities often appear first as reviews, watchlists, fee pressure, and sleeve redesign before formal RFPs.", "priority_rank": 1, "sme_verify": "Which incumbent is vulnerable and why?", "source_path": "data/recovered_loop_tick97_hourly_goal_and_question_test_schedule.json"}, "confidence": 0.94, "created_at": "2026-06-22 00:02:53", "deadline": null, "id": "hourly-lane-execution-tick-100-low-performer-hour-02-control-plane-low-performer-replacement-motion-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "hourly_lane_execution", "status": "active", "strategy": "low-performer replacement motion", "subject_id": "tick-100-low-performer-hour-02-control-plane", "subject_name": "Tick 100 low-performer hour 02 control plane", "subject_type": "process", "updated_at": "2026-06-22 00:02:53"}
{"amount": "", "attrs": {"action": "Normalize incumbent weakness, replacement trigger, strategy bucket, owner, and proof status.", "pattern": "Underperformance is actionable only when tied to a review, watchlist, contract, fee, risk, or sleeve trigger.", "priority_rank": 2, "sme_verify": "What specifically makes the incumbent vulnerable?", "source_path": "data/recovered_loop_tick72_low_performer_replacement_evidence_queue.json"}, "confidence": 0.9, "created_at": "2026-06-22 00:02:53", "deadline": null, "id": "replacement-motion-gap-vulnerable-incumbent-matrix-lane-vulnerable-incumbent-matrix-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "replacement_motion_gap", "status": "open", "strategy": "vulnerable incumbent matrix", "subject_id": "vulnerable-incumbent-matrix-lane", "subject_name": "Vulnerable incumbent matrix lane", "subject_type": "analysis_lane", "updated_at": "2026-06-22 00:02:53"}
{"amount": "", "attrs": {"action": "Backfill official watchlist, termination, manager-review, contract-expiry, consultant-renewal, or sleeve-redesign proof.", "pattern": "Official proof is needed to separate real changeout from generic weak-manager commentary.", "priority_rank": 3, "sme_verify": "Which first-party document proves replacement motion?", "source_path": "data/recovered_loop_tick99_board_report_proof_queue.json; docs/quant-pitch-now-validation.md"}, "confidence": 0.91, "created_at": "2026-06-22 00:02:53", "deadline": null, "id": "official-proof-gap-replacement-official-proof-lane-first-party-replacement-proof-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "official_proof_gap", "status": "open", "strategy": "first-party replacement proof", "subject_id": "replacement-official-proof-lane", "subject_name": "Replacement official proof lane", "subject_type": "analysis_lane", "updated_at": "2026-06-22 00:02:53"}
{"amount": "", "attrs": {"action": "Create query variants and pass/fail criteria for the vulnerable-incumbent question.", "pattern": "AEO/GEO replacement answers need incumbent, weakness signal, replacement trigger, owner, and verification question.", "priority_rank": 4, "sme_verify": "Does the answer identify the vulnerable incumbent and reason?", "source_path": "data/recovered_loop_tick97_hourly_goal_and_question_test_schedule.json"}, "confidence": 0.88, "created_at": "2026-06-22 00:02:53", "deadline": null, "id": "question-test-low-performer-question-test-lane-aeo-geo-retrieval-testing-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "question_test", "status": "open", "strategy": "AEO GEO retrieval testing", "subject_id": "low-performer-question-test-lane", "subject_name": "Low-performer question test lane", "subject_type": "content_asset", "updated_at": "2026-06-22 00:02:53"}
{"amount": "", "attrs": {"action": "Keep generic underperformance rows out of replacement status until official or SME-verifiable trigger exists.", "pattern": "Weak performance alone is not enough for a pitchable replacement thesis.", "priority_rank": 5, "sme_verify": "Is this a real replacement motion or only weak-performance noise?", "source_path": "docs/quant-loop-operating-schedule.md"}, "confidence": 0.92, "created_at": "2026-06-22 00:02:53", "deadline": null, "id": "promotion-gate-replacement-promotion-gate-source-quality-control-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "promotion_gate", "status": "active", "strategy": "source-quality control", "subject_id": "replacement-promotion-gate", "subject_name": "Replacement promotion gate", "subject_type": "schema", "updated_at": "2026-06-22 00:02:53"}
{"amount": "", "attrs": {"action": "After audit, route tick 101 to hour 03 consultant and ODD workflow surfaces unless replacement blockers dominate.", "pattern": "The hourly loop should advance through the schedule while preserving high-value blockers.", "priority_rank": 6, "sme_verify": "Should the next hour move to consultant workflows or stay on replacement blockers?", "source_path": "docs/quant-loop-operating-schedule.md"}, "confidence": 0.9, "created_at": "2026-06-22 00:02:53", "deadline": null, "id": "next-hour-route-tick-100-next-hour-handoff-gate-hourly-loop-routing-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "next_hour_route", "status": "open", "strategy": "hourly loop routing", "subject_id": "tick-100-next-hour-handoff-gate", "subject_name": "Tick 100 next-hour handoff gate", "subject_type": "process", "updated_at": "2026-06-22 00:02:53"}
{"amount": "", "attrs": {"action": "Test whether the question resolves to a current incumbent, weakness signal, and replacement trigger with source-linked evidence instead of generic underperformance language.", "pattern": "Answer engines are only useful here if they preserve the distinction between monitor status, official packet evidence, and an actual replacement thesis.", "sme_verify": "Would the answer let a reviewer name the vulnerable incumbent and explain why without a second search?", "source_path": "docs/quant-aeo-geo-monitoring-matrix.md; data/recovered_loop_tick96_aeo_retrieval_test_packet_queue.json; data/recovered_loop_tick16_aeo_subagent_entities.json; data/recovered_loop_tick16_aeo_subagent_signals.json"}, "confidence": 0.8, "created_at": "2026-06-22 00:04:34", "deadline": null, "id": "answer-engine-channel-chatgpt-search-google-ai-overviews-claude-perplexity-aeo-geo-retrieval-tests-for-low-performer-questions-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "answer_engine_channel", "status": "active", "strategy": "AEO/GEO retrieval tests for low-performer questions", "subject_id": "chatgpt-search-google-ai-overviews-claude-perplexity", "subject_name": "ChatGPT Search / Google AI Overviews / Claude / Perplexity", "subject_type": "vendor_cluster", "updated_at": "2026-06-22 00:04:34"}
{"amount": "", "attrs": {"action": "Keep SURS as a monitor until a sleeve-specific decision or transition plan is proven by a primary record.", "pattern": "A manager-reallocation record does not prove sleeve-level strategy demand without the detailed board packet.", "sme_verify": "Is the row truly long-vol or just generic manager reallocation?", "source_path": "data/recovered_loop_tick73_official_source_downgrade_and_proof_queue.json; data/recovered_loop_tick81_monitor_split_official_vs_sme.json; data/recovered_loop_tick99_board_report_proof_queue.json"}, "confidence": 0.72, "created_at": "2026-06-22 00:05:37", "deadline": null, "id": "official-source-downgrade-surs-long-vol-proof-gap-long-vol-replacement-verification-2026-06-21-monitor", "next_review": null, "signal_date": "2026-06-21", "signal_type": "official_source_downgrade", "status": "monitor", "strategy": "long-vol replacement verification", "subject_id": "surs-long-vol-proof-gap", "subject_name": "SURS long-vol proof gap", "subject_type": "public_pension", "updated_at": "2026-06-22 00:05:37"}
{"amount": "", "attrs": {"action": "Watch board and committee agendas plus the RFP page for open-cycle change or manager review.", "pattern": "KCERA posts agendas online and the calendar shows a near-term committee meeting while the RFP page stays negative.", "sme_verify": "Does KCERA announce investment-manager searches on the board packet first, or through the RFP page?", "source_path": "data/recovered_loop_tick41_deadline_calendar_signals.json; docs/quant-pitch-calendar.md; data/recovered_loop_tick81_monitor_split_official_vs_sme.json"}, "confidence": 0.95, "created_at": "2026-06-22 00:05:37", "deadline": null, "id": "board-and-rfp-cadence-kcera-board-and-rfp-cadence-committee-cadence-replacement-review-timing-2026-06-21-monitor", "next_review": null, "signal_date": "2026-06-21", "signal_type": "board_and_rfp_cadence", "status": "monitor", "strategy": "committee cadence / replacement-review timing", "subject_id": "kcera-board-and-rfp-cadence", "subject_name": "KCERA board and RFP cadence", "subject_type": "public_pension", "updated_at": "2026-06-22 00:05:37"}
{"amount": "", "attrs": {"action": "Extract the July 16-17, 2026 agenda, board book, summary, and recording URLs into a meeting digest.", "pattern": "The site archives every board meeting and explicitly exposes board books and recordings.", "sme_verify": "Which agenda items are actually spoken to by Jase Auby or Britt Harris?", "source_path": "https://trs.texas.gov/about/trustees/board-meeting-materials; docs/quant-pitch-calendar.md; data/recovered_loop_tick55_board_artifact_extraction_signals.json"}, "confidence": 0.95, "created_at": "2026-06-22 00:05:37", "deadline": null, "id": "board-archive-monitor-trs-texas-board-meeting-materials-board-approvals-commitments-manager-changes-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "board_archive_monitor", "status": "active", "strategy": "board approvals / commitments / manager changes", "subject_id": "trs-texas-board-meeting-materials", "subject_name": "TRS Texas Board Meeting Materials", "subject_type": "public_pension", "updated_at": "2026-06-22 00:05:37"}
{"amount": "", "attrs": {"action": "Keep MassPRIM as a monitor until a procurement, board record, or official platform document confirms the managed-account or PCS route.", "pattern": "Implementation-structure claims require primary plan records before they are used as allocator-specific pitch evidence.", "sme_verify": "Is the PCS route manager-facing, consultant-facing, or only internal?", "source_path": "docs/quant-pitch-calendar.md; data/recovered_loop_tick73_official_source_downgrade_and_proof_queue.json; data/recovered_loop_tick89_public_pension_evidence_ledger_schema.json"}, "confidence": 0.54, "created_at": "2026-06-22 00:05:37", "deadline": null, "id": "official-source-upgrade-path-massprim-managed-account-platform-pcs-proof-gap-managed-account-platform-pcs-verification-2026-06-21-monitor", "next_review": null, "signal_date": "2026-06-21", "signal_type": "official_source_upgrade_path", "status": "monitor", "strategy": "managed-account platform / PCS verification", "subject_id": "massprim-managed-account-platform-pcs-proof-gap", "subject_name": "MassPRIM managed-account platform / PCS proof gap", "subject_type": "public_pension", "updated_at": "2026-06-22 00:05:37"}
{"amount": "", "attrs": {"action": "Execute hourly lane 02 and produce replacement-motion, proof-queue, and question-test rows.", "pattern": "The replacement lane should surface vulnerable incumbents before a formal RFP or board packet hardens the search.", "priority_rank": 1, "sme_verify": "Which incumbent is vulnerable and why?", "source_path": "data/recovered_loop_tick97_hourly_goal_and_question_test_schedule.json; docs/quant-loop-operating-schedule.md"}, "confidence": 0.94, "created_at": "2026-06-22 00:07:02", "deadline": null, "id": "hourly-lane-execution-tick-100-low-performer-replacement-hour-02-control-plane-low-performer-replacement-motion-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "hourly_lane_execution", "status": "active", "strategy": "low-performer replacement motion", "subject_id": "tick-100-low-performer-replacement-hour-02-control-plane", "subject_name": "Tick 100 low-performer replacement hour 02 control plane", "subject_type": "process", "updated_at": "2026-06-22 00:07:02"}
{"amount": "", "attrs": {"action": "Assemble a replacement packet before the formal RFP appears: incumbent failure thesis, transition plan, fee/liquidity schedule, risk-comparison table, and consultant-ready DDQ.", "pattern": "Replacement opportunities often appear first as termination disclosures, board minutes, consultant renewals, or monthly transaction reports before a public manager search is visible.", "priority_rank": 2, "sme_verify": "Did the termination create open capital, replacement capital, or only benchmark housekeeping?", "source_path": "docs/quant-pitch-calendar.md; docs/quant-signal-validation.md; data/recovered_loop_tick72_low_performer_replacement_evidence_queue.json; data/recovered_loop_tick71_official_packet_download_and_field_queue.json"}, "confidence": 0.84, "created_at": "2026-06-22 00:07:02", "deadline": null, "id": "replacement-motion-pattern-public-pension-low-performer-replacement-pattern-replacement-capital-trigger-detection-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "replacement_motion_pattern", "status": "active", "strategy": "replacement-capital trigger detection", "subject_id": "public-pension-low-performer-replacement-pattern", "subject_name": "Public pension low-performer replacement pattern", "subject_type": "process", "updated_at": "2026-06-22 00:07:02"}
{"amount": "", "attrs": {"action": "Monitor SURS and peer public plans for long-vol/risk-mitigation replacement demand; pitch crisis-alpha or systematic convexity alternatives with drawdown, carry-cost, and implementation comparisons.", "pattern": "A direct termination from a long-volatility sleeve is a high-signal replacement-motion event because the allocator still has to decide whether to refill, redesign, or abandon the risk-mitigation bucket.", "priority_rank": 3, "sme_verify": "Is the row truly long-vol or just generic manager reallocation?", "source_path": "docs/quant-pitch-calendar.md; docs/quant-pitch-now-validation.md; data/recovered_loop_tick72_low_performer_replacement_evidence_queue.json"}, "confidence": 0.86, "created_at": "2026-06-22 00:07:02", "deadline": null, "id": "manager-termination-illinois-state-universities-retirement-system-long-vol-manager-termination-long-volatility-crisis-alpha-risk-mitigation-2026-06-21-monitor", "next_review": null, "signal_date": "2026-06-21", "signal_type": "manager_termination", "status": "monitor", "strategy": "long volatility / crisis alpha / risk mitigation", "subject_id": "illinois-state-universities-retirement-system-long-vol-manager-termination", "subject_name": "Illinois State Universities Retirement System long-vol manager termination", "subject_type": "public_pension", "updated_at": "2026-06-22 00:07:02"}
{"amount": "", "attrs": {"action": "Monitor VRS for follow-on liquid credit, relative-value, or systematic fixed-income replacement demand; pitch with fee/liquidity clarity and a replacement-capital transition plan.", "pattern": "A terminated liquid-credit sleeve can create a near-term slot for replacement managers if the termination reflects fit, performance, or portfolio redesign rather than a full category exit.", "priority_rank": 4, "sme_verify": "Did Orchard leave the category entirely, or did the capital move to another credit manager or structure?", "source_path": "docs/quant-pitch-calendar.md; docs/quant-pitch-now-validation.md; data/recovered_loop_tick72_low_performer_replacement_evidence_queue.json; data/recovered_loop_tick75_fund_manager_replacement_competitive_clusters.json"}, "confidence": 0.84, "created_at": "2026-06-22 00:07:02", "deadline": null, "id": "manager-termination-virginia-retirement-system-orchard-liquid-credit-termination-liquid-credit-sleeve-replacement-2026-06-21-monitor", "next_review": null, "signal_date": "2026-06-21", "signal_type": "manager_termination", "status": "monitor", "strategy": "liquid credit sleeve replacement", "subject_id": "virginia-retirement-system-orchard-liquid-credit-termination", "subject_name": "Virginia Retirement System Orchard Liquid Credit termination", "subject_type": "public_pension", "updated_at": "2026-06-22 00:07:02"}
{"amount": "", "attrs": {"action": "Monitor for follow-on or replacement demand if underperformance persists; the pitch should emphasize differentiated alpha capture controls, founder/team stability, and why the current model is still worth backing.", "pattern": "A first-half loss plus talent departure can move an allocator from launch support to replacement review.", "priority_rank": 5, "sme_verify": "Was the loss enough to trigger follow-on review, or is the capital still anchored by the strategic relationship?", "source_path": "docs/quant-pitch-calendar.md; data/recovered_loop_tick72_low_performer_replacement_evidence_queue.json; data/recovered_loop_tick75_fund_manager_replacement_competitive_clusters.json"}, "confidence": 0.7, "created_at": "2026-06-22 00:07:02", "deadline": null, "id": "watchlist-taproot-management-alpha-capture-underperformance-review-2026-06-21-monitor", "next_review": null, "signal_date": "2026-06-21", "signal_type": "watchlist", "status": "monitor", "strategy": "alpha capture / underperformance review", "subject_id": "taproot-management", "subject_name": "Taproot Management", "subject_type": "fund", "updated_at": "2026-06-22 00:07:02"}
{"amount": "", "attrs": {"action": "Watch the investment manager opportunities page for consultant contract rollover, replacement, extension, or reissue timing.", "pattern": "The public investment manager opportunities page shows a consultant contract expiring on June 30, 2026.", "priority_rank": 6, "sme_verify": "Is eVestment completeness enough on its own, or does CalPERS still want a direct staff introduction?", "source_path": "docs/quant-pitch-calendar.md; docs/quant-pitch-now-validation.md; data/recovered_loop_tick99_board_report_proof_queue.json"}, "confidence": 0.93, "created_at": "2026-06-22 00:07:02", "deadline": null, "id": "contract-expiration-monitor-calpers-consultant-and-asset-manager-roster-consultant-contract-rollover-manager-opportunity-monitor-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "contract_expiration_monitor", "status": "open", "strategy": "consultant contract rollover / manager opportunity monitor", "subject_id": "calpers-consultant-and-asset-manager-roster", "subject_name": "CalPERS consultant and asset-manager roster", "subject_type": "public_pension_surface", "updated_at": "2026-06-22 00:07:02"}
{"amount": "", "attrs": {"action": "Prepare a submission packet against the live NYC BAM search deadline and keep the 2017 contract-expiry cycle attached to the pitch packet.", "pattern": "A dated solicitation with explicit contract expiries is a real replacement-search window, not just a notice page.", "priority_rank": 7, "sme_verify": "Does the submission packet and gatekeeper path match the real buying workflow?", "source_path": "docs/quant-pitch-now-validation.md; docs/quant-pitch-calendar.md; data/recovered_loop_tick72_low_performer_replacement_evidence_queue.json"}, "confidence": 0.95, "created_at": "2026-06-22 00:07:02", "deadline": null, "id": "manager-registration-open-nyc-bureau-of-asset-management-passive-indexing-manager-search-passive-index-replacement-cycle-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "manager_registration_open", "status": "open", "strategy": "passive-index replacement cycle", "subject_id": "nyc-bureau-of-asset-management-passive-indexing-manager-search", "subject_name": "NYC Bureau of Asset Management passive indexing manager search", "subject_type": "public_pension_surface", "updated_at": "2026-06-22 00:07:02"}
{"amount": "", "attrs": {"action": "Normalize the monthly disclosure into a hire/termination tape with placement-agent and amount fields.", "pattern": "Monthly disclosures are valuable when the transaction fields reveal manager moves before summaries do.", "priority_rank": 8, "sme_verify": "Which rows are true hires or terminations versus routine position changes?", "source_path": "docs/quant-pitch-calendar.md; docs/quant-pitch-now-validation.md; data/recovered_loop_tick99_board_report_proof_queue.json"}, "confidence": 0.86, "created_at": "2026-06-22 00:07:02", "deadline": null, "id": "manager-hire-termination-tape-nyscrf-monthly-disclosure-of-investments-and-transactions-manager-hire-termination-tape-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "manager_hire_termination_tape", "status": "active", "strategy": "manager hire / termination tape", "subject_id": "nyscrf-monthly-disclosure-of-investments-and-transactions", "subject_name": "NYSCRF Monthly Disclosure of Investments and Transactions", "subject_type": "public_pension_surface", "updated_at": "2026-06-22 00:07:02"}
{"amount": "", "attrs": {"action": "Execute hourly lane 03 and produce consultant workflow, ODD/DDQ field, and qt-03 question-test rows.", "pattern": "Search mechanics and diligence fields often decide manager inclusion before a public mandate is visible.", "priority_rank": 1, "sme_verify": "Which consultant field changes shortlist inclusion?", "source_path": "data/recovered_loop_tick97_hourly_goal_and_question_test_schedule.json"}, "confidence": 0.94, "created_at": "2026-06-22 00:16:53", "deadline": null, "id": "hourly-lane-execution-tick-101-consultant-odd-hour-03-control-plane-consultant-and-odd-workflow-surfaces-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "hourly_lane_execution", "status": "active", "strategy": "consultant and ODD workflow surfaces", "subject_id": "tick-101-consultant-odd-hour-03-control-plane", "subject_name": "Tick 101 consultant ODD hour 03 control plane", "subject_type": "process", "updated_at": "2026-06-22 00:16:53"}
{"amount": "", "attrs": {"action": "Normalize workflow surface, manager database, required fields, named people, client segment, and shortlist mechanism for each consultant.", "pattern": "A consultant brand alone is not actionable until the manager-search workflow and field-level screen are visible.", "priority_rank": 2, "sme_verify": "What field makes a quant manager screenable for this consultant?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md"}, "confidence": 0.9, "created_at": "2026-06-22 00:16:53", "deadline": null, "id": "consultant-workflow-gap-consultant-workflow-matrix-lane-consultant-search-mechanics-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "consultant_workflow_gap", "status": "open", "strategy": "consultant search mechanics", "subject_id": "consultant-workflow-matrix-lane", "subject_name": "Consultant workflow matrix lane", "subject_type": "analysis_lane", "updated_at": "2026-06-22 00:16:53"}
{"amount": "", "attrs": {"action": "Backfill DDQ, ODD, data-room, risk-reporting, fee, liquidity, capacity, and subscription fields by workflow surface.", "pattern": "Quant managers lose shortlist eligibility when diligence metadata is missing, stale, or not machine-readable.", "priority_rank": 3, "sme_verify": "Which packet fields cause the manager to pass, stall, or fail diligence?", "source_path": "data/recovered_loop_tick74_private_wealth_platform_onboarding_fields.json"}, "confidence": 0.89, "created_at": "2026-06-22 00:16:53", "deadline": null, "id": "odd-ddq-field-gap-odd-ddq-packet-field-lane-diligence-packet-readiness-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "odd_ddq_field_gap", "status": "open", "strategy": "diligence packet readiness", "subject_id": "odd-ddq-packet-field-lane", "subject_name": "ODD DDQ packet field lane", "subject_type": "analysis_lane", "updated_at": "2026-06-22 00:16:53"}
{"amount": "", "attrs": {"action": "Create query variants and pass/fail criteria for the consultant shortlist field question.", "pattern": "AEO/GEO answers must identify the field, the workflow, the owner, and the source-quality blocker.", "priority_rank": 4, "sme_verify": "Does the answer identify the actionable shortlist field?", "source_path": "docs/quant-aeo-geo-content-backlog.md; docs/quant-loop-operating-schedule.md"}, "confidence": 0.88, "created_at": "2026-06-22 00:16:53", "deadline": null, "id": "question-test-consultant-question-test-lane-aeo-geo-retrieval-testing-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "question_test", "status": "open", "strategy": "AEO GEO retrieval testing", "subject_id": "consultant-question-test-lane", "subject_name": "Consultant question test lane", "subject_type": "content_asset", "updated_at": "2026-06-22 00:16:53"}
{"amount": "", "attrs": {"action": "Keep generic consultant rows in monitor status until a workflow, person, field, or SME-verifiable criterion is captured.", "pattern": "Generic consultant coverage overstates pitchability when it lacks database and ODD mechanics.", "priority_rank": 5, "sme_verify": "Is this a real shortlist path or only a brand-level consultant mention?", "source_path": "data/recovered_loop_tick81_negative_evidence_and_kill_rules.json"}, "confidence": 0.91, "created_at": "2026-06-22 00:16:53", "deadline": null, "id": "promotion-gate-consultant-workflow-proof-promotion-gate-source-quality-control-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "promotion_gate", "status": "active", "strategy": "source-quality control", "subject_id": "consultant-workflow-proof-promotion-gate", "subject_name": "Consultant workflow proof promotion gate", "subject_type": "schema", "updated_at": "2026-06-22 00:16:53"}
{"amount": "", "attrs": {"action": "Generate consultant pages and workflow packs with exact entity names, manager-search language, required packet fields, and dated examples.", "pattern": "Decision makers and their research tools need retrievable, source-backed manager-fit answers before outreach.", "priority_rank": 6, "sme_verify": "Which AI or platform retrieval surface does this decision maker actually use?", "source_path": "docs/quant-aeo-geo-content-backlog.md"}, "confidence": 0.84, "created_at": "2026-06-22 00:16:53", "deadline": null, "id": "aeo-geo-asset-gap-aeo-geo-consultant-answer-pack-consultant-answer-engine-positioning-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "aeo_geo_asset_gap", "status": "open", "strategy": "consultant answer-engine positioning", "subject_id": "aeo-geo-consultant-answer-pack", "subject_name": "AEO GEO consultant answer pack", "subject_type": "content_asset", "updated_at": "2026-06-22 00:16:53"}
{"amount": "", "attrs": {"action": "After audit, route tick 102 to hour 04 family office and private-wealth owners unless consultant blockers dominate.", "pattern": "The hourly loop should advance through the schedule while preserving high-value blockers.", "priority_rank": 7, "sme_verify": "Should the next hour move to family office/private wealth or stay on consultant workflow blockers?", "source_path": "docs/quant-loop-operating-schedule.md"}, "confidence": 0.9, "created_at": "2026-06-22 00:16:53", "deadline": null, "id": "next-hour-route-tick-101-next-hour-handoff-gate-hourly-loop-routing-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "next_hour_route", "status": "open", "strategy": "hourly loop routing", "subject_id": "tick-101-next-hour-handoff-gate", "subject_name": "Tick 101 next-hour handoff gate", "subject_type": "process", "updated_at": "2026-06-22 00:16:53"}
{"amount": "", "attrs": {"action": "Backfill Callan RFP network, named people, client plan, deadline, and board packet fields.", "pattern": "Callan-routed searches can become pitchable before the public RFP is fully normalized.", "priority_rank": 1, "sme_verify": "Which Callan field changes shortlist inclusion?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md"}, "confidence": 0.82, "created_at": "2026-06-22 00:17:02", "deadline": null, "id": "consultant-workflow-gap-callan-consultant-workflow-callan-rfp-and-alternatives-route-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "consultant_workflow_gap", "status": "open", "strategy": "Callan RFP and alternatives route", "subject_id": "callan-consultant-workflow", "subject_name": "Callan consultant workflow", "subject_type": "consultant_workflow", "updated_at": "2026-06-22 00:17:02"}
{"amount": "", "attrs": {"action": "Capture portal, MAX, ODD, risk reporting, and named research-owner fields.", "pattern": "Aksia screening depends on manager-packet and ODD visibility, not generic consultant awareness.", "priority_rank": 2, "sme_verify": "Which Aksia ODD field blocks quant managers?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md"}, "confidence": 0.88, "created_at": "2026-06-22 00:17:02", "deadline": null, "id": "consultant-workflow-gap-aksia-manager-portal-max-workflow-aksia-portal-and-odd-route-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "consultant_workflow_gap", "status": "open", "strategy": "Aksia portal and ODD route", "subject_id": "aksia-manager-portal-max-workflow", "subject_name": "Aksia Manager Portal MAX workflow", "subject_type": "consultant_workflow", "updated_at": "2026-06-22 00:17:02"}
{"amount": "", "attrs": {"action": "Backfill research leads, public agenda mentions, submission route, and alternative strategy language.", "pattern": "RVK is actionable only when people and submission route are visible.", "priority_rank": 3, "sme_verify": "How does RVK intake quant strategies?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md"}, "confidence": 0.78, "created_at": "2026-06-22 00:17:02", "deadline": null, "id": "consultant-workflow-gap-rvk-consultant-workflow-rvk-research-and-alternatives-route-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "consultant_workflow_gap", "status": "open", "strategy": "RVK research and alternatives route", "subject_id": "rvk-consultant-workflow", "subject_name": "RVK consultant workflow", "subject_type": "consultant_workflow", "updated_at": "2026-06-22 00:17:02"}
{"amount": "", "attrs": {"action": "Split manager login, research login, and client agenda monitoring into separate workflow surfaces.", "pattern": "Login surface plus agenda language is the path from passive coverage to replacement-review monitoring.", "priority_rank": 4, "sme_verify": "Which login fields are screened?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md"}, "confidence": 0.79, "created_at": "2026-06-22 00:17:02", "deadline": null, "id": "consultant-workflow-gap-marquette-associates-workflow-manager-login-and-research-login-route-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "consultant_workflow_gap", "status": "open", "strategy": "manager login and research login route", "subject_id": "marquette-associates-workflow", "subject_name": "Marquette Associates workflow", "subject_type": "consultant_workflow", "updated_at": "2026-06-22 00:17:02"}
{"amount": "", "attrs": {"action": "Build NEPC consultant page and quant hedge fund database packet with search examples.", "pattern": "People coverage is stronger than workflow coverage; missing workflow proof blocks active pitch status.", "priority_rank": 5, "sme_verify": "Which NEPC field is decisive by strategy type?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md; data/recovered_loop_tick31_consultant_gatekeeper_people.json"}, "confidence": 0.86, "created_at": "2026-06-22 00:17:02", "deadline": null, "id": "consultant-workflow-gap-nepc-manager-research-workflow-nepc-manager-research-route-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "consultant_workflow_gap", "status": "open", "strategy": "NEPC manager research route", "subject_id": "nepc-manager-research-workflow", "subject_name": "NEPC manager research workflow", "subject_type": "consultant_workflow", "updated_at": "2026-06-22 00:17:02"}
{"amount": "", "attrs": {"action": "Split alternative managed accounts from governance/risk oversight and map named people to routing fields.", "pattern": "Implementation wrapper and risk oversight can be as important as alpha thesis for shortlist inclusion.", "priority_rank": 6, "sme_verify": "What Wilshire implementation field matters most?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md; data/recovered_loop_tick31_consultant_gatekeeper_people.json"}, "confidence": 0.84, "created_at": "2026-06-22 00:17:02", "deadline": null, "id": "consultant-workflow-gap-wilshire-alternative-managed-account-workflow-wilshire-managed-account-and-ocio-route-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "consultant_workflow_gap", "status": "open", "strategy": "Wilshire managed account and OCIO route", "subject_id": "wilshire-alternative-managed-account-workflow", "subject_name": "Wilshire alternative managed account workflow", "subject_type": "consultant_workflow", "updated_at": "2026-06-22 00:17:02"}
{"amount": "", "attrs": {"action": "Find current manager-search surface after Verus/Cerity ownership changes.", "pattern": "Merger coverage is not proof of current manager-search workflow.", "priority_rank": 7, "sme_verify": "Where does Verus/Cerity intake managers now?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md"}, "confidence": 0.76, "created_at": "2026-06-22 00:17:02", "deadline": null, "id": "consultant-workflow-gap-verus-cerity-ocio-workflow-ocio-and-fiduciary-adviser-route-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "consultant_workflow_gap", "status": "open", "strategy": "OCIO and fiduciary adviser route", "subject_id": "verus-cerity-ocio-workflow", "subject_name": "Verus Cerity OCIO workflow", "subject_type": "consultant_workflow", "updated_at": "2026-06-22 00:17:02"}
{"amount": "", "attrs": {"action": "Normalize QDD, CPC/regional research, and manager database fields.", "pattern": "QDD objection handling is a direct gate for hedge-fund distribution.", "priority_rank": 8, "sme_verify": "Which QDD issue removes a quant manager?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md"}, "confidence": 0.85, "created_at": "2026-06-22 00:17:02", "deadline": null, "id": "consultant-workflow-gap-albourne-qdd-workflow-albourne-hedge-fund-advisory-and-qdd-route-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "consultant_workflow_gap", "status": "open", "strategy": "Albourne hedge-fund advisory and QDD route", "subject_id": "albourne-qdd-workflow", "subject_name": "Albourne QDD workflow", "subject_type": "consultant_workflow", "updated_at": "2026-06-22 00:17:02"}
{"amount": "", "attrs": {"action": "Add alternatives/OCIO research surface, Joanne Holden, and RFP/search mechanics before promotion.", "pattern": "Mercer is high priority but thin until workflow evidence appears.", "priority_rank": 9, "sme_verify": "Which Mercer research field makes a manager delegated-client eligible?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md; data/recovered_batches/extracted_tick10_conferences.json"}, "confidence": 0.8, "created_at": "2026-06-22 00:17:02", "deadline": null, "id": "consultant-workflow-gap-mercer-alternatives-research-workflow-mercer-alternatives-and-ocio-route-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "consultant_workflow_gap", "status": "open", "strategy": "Mercer alternatives and OCIO route", "subject_id": "mercer-alternatives-research-workflow", "subject_name": "Mercer alternatives research workflow", "subject_type": "consultant_workflow", "updated_at": "2026-06-22 00:17:02"}
{"amount": "", "attrs": {"action": "Capture hedge-fund research and diverse-manager diligence fields.", "pattern": "Private-client and institutional research routes may require different manager narratives.", "priority_rank": 10, "sme_verify": "What Cambridge database field changes quant manager inclusion?", "source_path": "data/recovered_loop_tick31_consultant_gatekeeper_people.json; data/recovered_batches/extracted_tick10_conferences.json"}, "confidence": 0.81, "created_at": "2026-06-22 00:17:02", "deadline": null, "id": "consultant-workflow-gap-cambridge-associates-hedge-fund-research-workflow-cambridge-hedge-fund-and-private-client-route-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "consultant_workflow_gap", "status": "open", "strategy": "Cambridge hedge-fund and private-client route", "subject_id": "cambridge-associates-hedge-fund-research-workflow", "subject_name": "Cambridge Associates hedge fund research workflow", "subject_type": "consultant_workflow", "updated_at": "2026-06-22 00:17:02"}
{"amount": "", "attrs": {"action": "Map eVestment fields into every consultant workflow pack.", "pattern": "A manager can be invisible to consultants when taxonomy, liquidity, risk, or track-record fields are incomplete.", "priority_rank": 11, "sme_verify": "Which missing eVestment field suppresses discovery?", "source_path": "data/recovered_loop_tick77_top_account_one_page_brief_queue.json"}, "confidence": 0.87, "created_at": "2026-06-22 00:17:02", "deadline": null, "id": "consultant-database-field-gap-evestment-manager-database-workflow-database-completeness-and-consultant-screen-visibility-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "consultant_database_field_gap", "status": "open", "strategy": "database completeness and consultant screen visibility", "subject_id": "evestment-manager-database-workflow", "subject_name": "eVestment manager database workflow", "subject_type": "consultant_workflow", "updated_at": "2026-06-22 00:17:02"}
{"amount": "", "attrs": {"action": "Keep consultant rows monitor-only unless workflow, person, database field, or SME-verifiable criterion exists.", "pattern": "Brand-level consultant mentions are not enough for pitch-now status.", "priority_rank": 12, "sme_verify": "Is the row supported by a real workflow surface?", "source_path": "data/recovered_loop_tick81_negative_evidence_and_kill_rules.json"}, "confidence": 0.9, "created_at": "2026-06-22 00:17:02", "deadline": null, "id": "promotion-gate-consultant-database-completeness-blocker-source-quality-control-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "promotion_gate", "status": "active", "strategy": "source-quality control", "subject_id": "consultant-database-completeness-blocker", "subject_name": "Consultant database completeness blocker", "subject_type": "risk", "updated_at": "2026-06-22 00:17:02"}
{"amount": "", "attrs": {"action": "Capture exact Aksia portal and MAX field labels.", "pattern": "Aksia screening depends on ODD and risk-reporting completeness.", "priority_rank": 1, "sme_verify": "Which Aksia field blocks client visibility?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md"}, "confidence": 0.88, "created_at": "2026-06-22 00:17:11", "deadline": null, "id": "odd-ddq-field-gap-aksia-ddq-odd-field-set-aksia-screening-readiness-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "odd_ddq_field_gap", "status": "open", "strategy": "Aksia screening readiness", "subject_id": "aksia-ddq-odd-field-set", "subject_name": "Aksia DDQ ODD field set", "subject_type": "schema", "updated_at": "2026-06-22 00:17:11"}
{"amount": "", "attrs": {"action": "Normalize iCapital fund data, subscription, DDQ, advisor education, and reporting fields.", "pattern": "Marketplace visibility depends on metadata and home-office diligence readiness.", "priority_rank": 2, "sme_verify": "Which iCapital field changes advisor discoverability?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md; data/recovered_loop_tick74_private_wealth_platform_onboarding_fields.json"}, "confidence": 0.86, "created_at": "2026-06-22 00:17:11", "deadline": null, "id": "odd-ddq-field-gap-icapital-diligence-field-set-icapital-platform-listing-readiness-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "odd_ddq_field_gap", "status": "open", "strategy": "iCapital platform listing readiness", "subject_id": "icapital-diligence-field-set", "subject_name": "iCapital diligence field set", "subject_type": "schema", "updated_at": "2026-06-22 00:17:11"}
{"amount": "", "attrs": {"action": "Build prompt-ready advisor answers and preserve CAIS/Claude retrieval proof when available.", "pattern": "Advisor AI retrieval requires source-backed, advisor-safe fit language.", "priority_rank": 3, "sme_verify": "What prompts do advisors actually ask?", "source_path": "data/recovered_loop_tick96_aeo_retrieval_test_packet_queue.json"}, "confidence": 0.84, "created_at": "2026-06-22 00:17:11", "deadline": null, "id": "aeo-geo-asset-gap-cais-claude-advisor-field-set-advisor-ai-retrieval-readiness-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "aeo_geo_asset_gap", "status": "open", "strategy": "advisor AI retrieval readiness", "subject_id": "cais-claude-advisor-field-set", "subject_name": "CAIS Claude advisor field set", "subject_type": "schema", "updated_at": "2026-06-22 00:17:11"}
{"amount": "", "attrs": {"action": "Build a completeness checklist for consultant database screens.", "pattern": "Incomplete taxonomy, fees, liquidity, risk, or capacity fields suppress discovery.", "priority_rank": 4, "sme_verify": "Which field omission is most damaging?", "source_path": "data/recovered_loop_tick77_top_account_one_page_brief_queue.json"}, "confidence": 0.87, "created_at": "2026-06-22 00:17:11", "deadline": null, "id": "consultant-database-field-gap-evestment-database-field-set-consultant-database-visibility-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "consultant_database_field_gap", "status": "open", "strategy": "consultant database visibility", "subject_id": "evestment-database-field-set", "subject_name": "eVestment database field set", "subject_type": "schema", "updated_at": "2026-06-22 00:17:11"}
{"amount": "", "attrs": {"action": "Turn baseline DDQ/ODD/risk fields into consultant-specific variants.", "pattern": "A generic packet is necessary but not sufficient for a specific consultant workflow.", "priority_rank": 5, "sme_verify": "Which baseline field must be consultant-specific?", "source_path": "docs/quant-aeo-geo-content-backlog.md; docs/quant-signal-validation.md"}, "confidence": 0.83, "created_at": "2026-06-22 00:17:11", "deadline": null, "id": "odd-ddq-field-gap-consultant-baseline-packet-field-set-baseline-diligence-packet-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "odd_ddq_field_gap", "status": "open", "strategy": "baseline diligence packet", "subject_id": "consultant-baseline-packet-field-set", "subject_name": "Consultant baseline packet field set", "subject_type": "schema", "updated_at": "2026-06-22 00:17:11"}
{"amount": "", "attrs": {"action": "Normalize QDD fields and objection responses.", "pattern": "QDD objections can kill a hedge-fund pitch even when performance is attractive.", "priority_rank": 6, "sme_verify": "Which QDD issue is fatal?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md"}, "confidence": 0.82, "created_at": "2026-06-22 00:17:11", "deadline": null, "id": "odd-ddq-field-gap-albourne-qdd-field-set-qdd-objection-handling-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "odd_ddq_field_gap", "status": "open", "strategy": "QDD objection handling", "subject_id": "albourne-qdd-field-set", "subject_name": "Albourne QDD field set", "subject_type": "schema", "updated_at": "2026-06-22 00:17:11"}
{"amount": "", "attrs": {"action": "Separate managed-account implementation fields from generic risk oversight.", "pattern": "Implementation feasibility can drive shortlist inclusion independent of alpha thesis.", "priority_rank": 7, "sme_verify": "Which managed-account field decides fit?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md"}, "confidence": 0.81, "created_at": "2026-06-22 00:17:11", "deadline": null, "id": "odd-ddq-field-gap-wilshire-managed-account-field-set-managed-account-implementation-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "odd_ddq_field_gap", "status": "open", "strategy": "managed-account implementation", "subject_id": "wilshire-managed-account-field-set", "subject_name": "Wilshire managed account field set", "subject_type": "schema", "updated_at": "2026-06-22 00:17:11"}
{"amount": "", "attrs": {"action": "Backfill Mercer alternatives/OCIO packet fields and source-backed workflow proof.", "pattern": "Mercer is high-priority but not pitch-now until research mechanics are visible.", "priority_rank": 8, "sme_verify": "Which Mercer field changes eligibility?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md"}, "confidence": 0.8, "created_at": "2026-06-22 00:17:11", "deadline": null, "id": "odd-ddq-field-gap-mercer-alternatives-research-field-set-mercer-delegated-client-eligibility-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "odd_ddq_field_gap", "status": "open", "strategy": "Mercer delegated-client eligibility", "subject_id": "mercer-alternatives-research-field-set", "subject_name": "Mercer alternatives research field set", "subject_type": "schema", "updated_at": "2026-06-22 00:17:11"}
{"amount": "", "attrs": {"action": "Ask qt-03 against internal corpus and require field-level cited answer.", "pattern": "Internal retrieval should establish the answer before external tests.", "priority_rank": 1, "sme_verify": "Does the internal answer identify the field and workflow?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md"}, "confidence": 0.9, "created_at": "2026-06-22 00:17:20", "deadline": null, "id": "question-test-internal-consultant-corpus-repo-retrieval-baseline-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "question_test", "status": "open", "strategy": "repo retrieval baseline", "subject_id": "internal-consultant-corpus", "subject_name": "Internal consultant corpus", "subject_type": "surface", "updated_at": "2026-06-22 00:17:20"}
{"amount": "", "attrs": {"action": "Capture ChatGPT Search, Google AI Overviews, Claude, and Perplexity answers for consultant shortlist queries.", "pattern": "Decision makers may see generic advice unless field-level answer assets exist.", "priority_rank": 2, "sme_verify": "Which chatbot does the decision maker use?", "source_path": "docs/quant-aeo-geo-content-backlog.md"}, "confidence": 0.84, "created_at": "2026-06-22 00:17:20", "deadline": null, "id": "question-test-public-answer-engines-consultant-test-aeo-geo-answer-testing-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "question_test", "status": "open", "strategy": "AEO GEO answer testing", "subject_id": "public-answer-engines-consultant-test", "subject_name": "Public answer engines consultant test", "subject_type": "surface", "updated_at": "2026-06-22 00:17:20"}
{"amount": "", "attrs": {"action": "Capture exact field labels and visibility effects for manager portals and consultant databases.", "pattern": "Portal field omissions can hide a manager from screens.", "priority_rank": 3, "sme_verify": "Which portal field changes visibility?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md"}, "confidence": 0.86, "created_at": "2026-06-22 00:17:20", "deadline": null, "id": "question-test-consultant-portal-field-test-consultant-portal-screen-testing-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "question_test", "status": "open", "strategy": "consultant portal screen testing", "subject_id": "consultant-portal-field-test", "subject_name": "Consultant portal field test", "subject_type": "surface", "updated_at": "2026-06-22 00:17:20"}
{"amount": "", "attrs": {"action": "Test field-gap answers in Bloomberg ASKB, AlphaSense, FactSet, CAIS/Claude, and iCapital where access exists.", "pattern": "Workspace lineage distinguishes traceable field gaps from generic summaries.", "priority_rank": 4, "sme_verify": "Does the workspace show evidence lineage?", "source_path": "data/recovered_loop_tick96_aeo_retrieval_test_packet_queue.json"}, "confidence": 0.82, "created_at": "2026-06-22 00:17:20", "deadline": null, "id": "question-test-finance-workspace-consultant-test-workspace-retrieval-testing-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "question_test", "status": "open", "strategy": "workspace retrieval testing", "subject_id": "finance-workspace-consultant-test", "subject_name": "Finance workspace consultant test", "subject_type": "surface", "updated_at": "2026-06-22 00:17:20"}
{"amount": "", "attrs": {"action": "Ask consultant and ODD SMEs which fields actually caused inclusion, stall, or rejection.", "pattern": "SME calls can verify historical motion when public sources only show generic workflow.", "priority_rank": 5, "sme_verify": "Which field caused a real shortlist decision?", "source_path": "docs/quant-signal-validation.md"}, "confidence": 0.83, "created_at": "2026-06-22 00:17:20", "deadline": null, "id": "sme-validation-gap-consultant-sme-validation-test-field-to-decision-validation-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "sme_validation_gap", "status": "open", "strategy": "field-to-decision validation", "subject_id": "consultant-sme-validation-test", "subject_name": "Consultant SME validation test", "subject_type": "sme_call_task", "updated_at": "2026-06-22 00:17:20"}
{"amount": "", "attrs": {"action": "Produce source-backed consultant pages and workflow packs after field-level proof.", "pattern": "AI answer engines and decision-maker workspaces need exact entity names and packet fields.", "priority_rank": 6, "sme_verify": "Which content asset would a decision maker or advisor retrieve first?", "source_path": "docs/quant-aeo-geo-content-backlog.md"}, "confidence": 0.84, "created_at": "2026-06-22 00:17:20", "deadline": null, "id": "aeo-geo-asset-gap-consultant-aeo-geo-content-production-test-consultant-page-and-workflow-pack-production-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "aeo_geo_asset_gap", "status": "open", "strategy": "consultant page and workflow pack production", "subject_id": "consultant-aeo-geo-content-production-test", "subject_name": "Consultant AEO GEO content production test", "subject_type": "content_asset", "updated_at": "2026-06-22 00:17:20"}
{"amount": "", "attrs": {"action": "Execute hourly lane 04 and produce owner matrix, international event route, and private-wealth question-test rows.", "pattern": "Private-wealth opportunities depend on platform packaging, advisor retrieval, private-bank research, event access, and home-office approval paths.", "priority_rank": 1, "sme_verify": "Which family office or private wealth owner can be pitched now, and through what route?", "source_path": "data/recovered_loop_tick97_hourly_goal_and_question_test_schedule.json"}, "confidence": 0.94, "created_at": "2026-06-22 00:24:14", "deadline": null, "id": "hourly-lane-execution-tick-102-private-wealth-hour-04-control-plane-family-office-and-private-wealth-owners-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "hourly_lane_execution", "status": "active", "strategy": "family office and private wealth owners", "subject_id": "tick-102-private-wealth-hour-04-control-plane", "subject_name": "Tick 102 private wealth hour 04 control plane", "subject_type": "process", "updated_at": "2026-06-22 00:24:14"}
{"amount": "", "attrs": {"action": "Normalize platform route, owner role, decision surface, packet fields, source status, blocker, and SME question.", "pattern": "The access rail itself is a gate, so distribution shifts from bilateral pitching to platform-ready packaging.", "priority_rank": 2, "sme_verify": "Who owns the actual home-office or platform approval path?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md; data/recovered_loop_tick77_top_account_one_page_brief_queue.json"}, "confidence": 0.9, "created_at": "2026-06-22 00:24:14", "deadline": null, "id": "wealth-channel-owner-gap-private-wealth-owner-matrix-lane-private-wealth-platform-and-owner-mapping-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "wealth_channel_owner_gap", "status": "open", "strategy": "private wealth platform and owner mapping", "subject_id": "private-wealth-owner-matrix-lane", "subject_name": "Private wealth owner matrix lane", "subject_type": "analysis_lane", "updated_at": "2026-06-22 00:24:14"}
{"amount": "", "attrs": {"action": "Normalize dated APB, Campden, and Hubbis routes with sponsor, speaker, registration, and qualified-attendance paths.", "pattern": "International family-office and private-bank events can create direct pitch windows when access mechanics are proven.", "priority_rank": 3, "sme_verify": "Which route creates real selector visibility: sponsorship, speaker slot, registration, or qualified attendance?", "source_path": "data/recovered_loop_tick64_official_event_source_upgrades.json; data/recovered_loop_tick65_live_event_routes.json"}, "confidence": 0.89, "created_at": "2026-06-22 00:24:14", "deadline": null, "id": "international-wealth-event-gap-international-family-office-event-route-lane-apac-and-middle-east-private-wealth-event-routes-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "international_wealth_event_gap", "status": "open", "strategy": "APAC and Middle East private-wealth event routes", "subject_id": "international-family-office-event-route-lane", "subject_name": "International family office event route lane", "subject_type": "analysis_lane", "updated_at": "2026-06-22 00:24:14"}
{"amount": "", "attrs": {"action": "Create query variants and pass/fail criteria for family-office and private-wealth pitch-now questions.", "pattern": "AEO/GEO answers need platform, owner, access route, packet, and source-quality status.", "priority_rank": 4, "sme_verify": "Does the answer name a real owner and route rather than a generic wealth channel?", "source_path": "docs/quant-aeo-geo-content-backlog.md; docs/quant-30-day-outreach-queue.md"}, "confidence": 0.88, "created_at": "2026-06-22 00:24:14", "deadline": null, "id": "question-test-private-wealth-question-test-lane-aeo-geo-retrieval-testing-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "question_test", "status": "open", "strategy": "AEO GEO retrieval testing", "subject_id": "private-wealth-question-test-lane", "subject_name": "Private wealth question test lane", "subject_type": "content_asset", "updated_at": "2026-06-22 00:24:14"}
{"amount": "", "attrs": {"action": "Keep private-bank and family-office rows monitor-only until an official platform, event, report, named selector, or SME-verifiable path exists.", "pattern": "Private-wealth brand mentions overstate pitchability when route and owner are missing.", "priority_rank": 5, "sme_verify": "Is this route pitch-now or only monitor/source-gap?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md; data/recovered_loop_tick81_negative_evidence_and_kill_rules.json"}, "confidence": 0.91, "created_at": "2026-06-22 00:24:14", "deadline": null, "id": "promotion-gate-private-wealth-route-promotion-gate-source-quality-control-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "promotion_gate", "status": "active", "strategy": "source-quality control", "subject_id": "private-wealth-route-promotion-gate", "subject_name": "Private wealth route promotion gate", "subject_type": "schema", "updated_at": "2026-06-22 00:24:14"}
{"amount": "", "attrs": {"action": "Generate private-wealth pages and advisor workflow packs for CAIS, iCapital, private banks, family offices, APAC events, and RIA platforms.", "pattern": "Decision makers and advisor AI surfaces require directly retrievable liquidity, fee, model-fit, and diligence answers.", "priority_rank": 6, "sme_verify": "Which AI or platform retrieval surface does the advisor or selector use?", "source_path": "docs/quant-aeo-geo-content-backlog.md"}, "confidence": 0.84, "created_at": "2026-06-22 00:24:14", "deadline": null, "id": "aeo-geo-asset-gap-advisor-aeo-geo-answer-pack-advisor-and-platform-retrieval-positioning-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "aeo_geo_asset_gap", "status": "open", "strategy": "advisor and platform retrieval positioning", "subject_id": "advisor-aeo-geo-answer-pack", "subject_name": "Advisor AEO GEO answer pack", "subject_type": "content_asset", "updated_at": "2026-06-22 00:24:14"}
{"amount": "", "attrs": {"action": "After audit, route tick 103 to hour 05 international allocator proof unless private-wealth blockers dominate.", "pattern": "The hourly loop should advance through the schedule while preserving high-value blockers.", "priority_rank": 7, "sme_verify": "Should the next hour move to international allocator proof or stay on private-wealth owner blockers?", "source_path": "docs/quant-loop-operating-schedule.md"}, "confidence": 0.9, "created_at": "2026-06-22 00:24:14", "deadline": null, "id": "next-hour-route-tick-102-next-hour-handoff-gate-hourly-loop-routing-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "next_hour_route", "status": "open", "strategy": "hourly loop routing", "subject_id": "tick-102-next-hour-handoff-gate", "subject_name": "Tick 102 next-hour handoff gate", "subject_type": "process", "updated_at": "2026-06-22 00:24:14"}
{"amount": "", "attrs": {"action": "Capture CAIS/Claude advisor prompt retrieval and owner path.", "pattern": "Advisor AI retrieval is pitchable only when content is source-backed and prompt-shaped.", "priority_rank": 1, "sme_verify": "Which CAIS entry point matters?", "source_path": "data/recovered_loop_tick74_private_wealth_platform_onboarding_fields.json"}, "confidence": 0.88, "created_at": "2026-06-22 00:24:25", "deadline": null, "id": "wealth-channel-owner-gap-cais-x-claude-private-wealth-route-advisor-intelligence-route-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "wealth_channel_owner_gap", "status": "open", "strategy": "advisor intelligence route", "subject_id": "cais-x-claude-private-wealth-route", "subject_name": "CAIS x Claude private wealth route", "subject_type": "surface", "updated_at": "2026-06-22 00:24:25"}
{"amount": "", "attrs": {"action": "Normalize due-diligence metadata and approval-owner path.", "pattern": "Platform compatibility controls private-bank and RIA distribution.", "priority_rank": 2, "sme_verify": "Which iCapital field changes listability?", "source_path": "data/recovered_loop_tick101_odd_ddq_packet_field_queue.json"}, "confidence": 0.87, "created_at": "2026-06-22 00:24:25", "deadline": null, "id": "wealth-channel-owner-gap-icapital-private-wealth-route-marketplace-and-diligence-route-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "wealth_channel_owner_gap", "status": "open", "strategy": "marketplace and diligence route", "subject_id": "icapital-private-wealth-route", "subject_name": "iCapital private wealth route", "subject_type": "surface", "updated_at": "2026-06-22 00:24:25"}
{"amount": "", "attrs": {"action": "Keep monitor-only until official owned report, research, event, or speaker proof is captured.", "pattern": "Private-bank brand coverage is not enough without owned research or event path.", "priority_rank": 3, "sme_verify": "Which JPM route is live?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md"}, "confidence": 0.74, "created_at": "2026-06-22 00:24:25", "deadline": null, "id": "wealth-channel-owner-gap-j-p-morgan-private-bank-family-office-route-private-bank-family-office-alternatives-2026-06-21-monitor", "next_review": null, "signal_date": "2026-06-21", "signal_type": "wealth_channel_owner_gap", "status": "monitor", "strategy": "private-bank family-office alternatives", "subject_id": "j-p-morgan-private-bank-family-office-route", "subject_name": "J.P. Morgan Private Bank family office route", "subject_type": "surface", "updated_at": "2026-06-22 00:24:25"}
{"amount": "", "attrs": {"action": "Capture report date, allocation context, and advisor route.", "pattern": "Report-driven outreach can target allocation reviews.", "priority_rank": 4, "sme_verify": "Which UBS report or team drives review?", "source_path": "data/recovered_loop_tick74_private_wealth_platform_onboarding_fields.json"}, "confidence": 0.8, "created_at": "2026-06-22 00:24:25", "deadline": null, "id": "wealth-channel-owner-gap-ubs-gwm-family-office-uhnw-route-uhnw-and-family-office-route-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "wealth_channel_owner_gap", "status": "open", "strategy": "UHNW and family-office route", "subject_id": "ubs-gwm-family-office-uhnw-route", "subject_name": "UBS GWM family office UHNW route", "subject_type": "surface", "updated_at": "2026-06-22 00:24:25"}
{"amount": "", "attrs": {"action": "Backfill product-screen criteria and home-office workflow.", "pattern": "RIA model-portfolio screens can be hidden allocation gates.", "priority_rank": 5, "sme_verify": "Which product screen matters?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md"}, "confidence": 0.77, "created_at": "2026-06-22 00:24:25", "deadline": null, "id": "wealth-channel-owner-gap-morningstar-wealth-product-screen-route-ria-model-portfolio-route-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "wealth_channel_owner_gap", "status": "open", "strategy": "RIA model portfolio route", "subject_id": "morningstar-wealth-product-screen-route", "subject_name": "Morningstar Wealth product screen route", "subject_type": "surface", "updated_at": "2026-06-22 00:24:25"}
{"amount": "", "attrs": {"action": "Map advisor portal, SMA product, and model approval workflow.", "pattern": "Wrappers set the operational standard for advisor-distributed alternatives.", "priority_rank": 6, "sme_verify": "Which wrapper field decides approval?", "source_path": "data/recovered_loop_tick74_private_wealth_platform_onboarding_fields.json"}, "confidence": 0.78, "created_at": "2026-06-22 00:24:25", "deadline": null, "id": "wealth-channel-owner-gap-morgan-stanley-blackrock-sma-wrapper-route-advisor-sma-wrapper-route-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "wealth_channel_owner_gap", "status": "open", "strategy": "advisor SMA wrapper route", "subject_id": "morgan-stanley-blackrock-sma-wrapper-route", "subject_name": "Morgan Stanley BlackRock SMA wrapper route", "subject_type": "surface", "updated_at": "2026-06-22 00:24:25"}
{"amount": "", "attrs": {"action": "Create Envestnet source row and product-shelf queue.", "pattern": "Unrepresented RIA platform layers create hidden discovery gaps.", "priority_rank": 7, "sme_verify": "Which product shelf field matters?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md"}, "confidence": 0.72, "created_at": "2026-06-22 00:24:25", "deadline": null, "id": "wealth-channel-owner-gap-envestnet-advisor-platform-route-ria-product-shelf-route-2026-06-21-source-gap", "next_review": null, "signal_date": "2026-06-21", "signal_type": "wealth_channel_owner_gap", "status": "source_gap", "strategy": "RIA product shelf route", "subject_id": "envestnet-advisor-platform-route", "subject_name": "Envestnet advisor platform route", "subject_type": "surface", "updated_at": "2026-06-22 00:24:25"}
{"amount": "", "attrs": {"action": "Extract OCIO manager intake and fiduciary research workflow.", "pattern": "OCIO/fiduciary channels can look like private wealth but behave like consultant screens.", "priority_rank": 8, "sme_verify": "Which CAPTRUST route screens managers?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md"}, "confidence": 0.76, "created_at": "2026-06-22 00:24:25", "deadline": null, "id": "wealth-channel-owner-gap-captrust-ocio-fiduciary-route-ocio-and-fiduciary-adviser-route-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "wealth_channel_owner_gap", "status": "open", "strategy": "OCIO and fiduciary adviser route", "subject_id": "captrust-ocio-fiduciary-route", "subject_name": "CAPTRUST OCIO fiduciary route", "subject_type": "surface", "updated_at": "2026-06-22 00:24:25"}
{"amount": "", "attrs": {"action": "Capture CIO content and IC-material route.", "pattern": "Family-office IC materials create hidden approval surfaces.", "priority_rank": 9, "sme_verify": "Which Pathstone route reaches the IC?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md"}, "confidence": 0.75, "created_at": "2026-06-22 00:24:25", "deadline": null, "id": "wealth-channel-owner-gap-pathstone-family-office-platform-route-family-office-cio-route-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "wealth_channel_owner_gap", "status": "open", "strategy": "family-office CIO route", "subject_id": "pathstone-family-office-platform-route", "subject_name": "Pathstone family office platform route", "subject_type": "surface", "updated_at": "2026-06-22 00:24:25"}
{"amount": "", "attrs": {"action": "Map member-firm, event, sponsor, and speaker rows.", "pattern": "MFO networks need access-route proof before outreach.", "priority_rank": 10, "sme_verify": "Which FWA route reaches MFO CIOs?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md"}, "confidence": 0.74, "created_at": "2026-06-22 00:24:25", "deadline": null, "id": "wealth-channel-owner-gap-family-wealth-alliance-route-mfo-network-route-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "wealth_channel_owner_gap", "status": "open", "strategy": "MFO network route", "subject_id": "family-wealth-alliance-route", "subject_name": "Family Wealth Alliance route", "subject_type": "surface", "updated_at": "2026-06-22 00:24:25"}
{"amount": "", "attrs": {"action": "Promote only rows with official platform, event, report, named selector, or SME-verifiable owner path.", "pattern": "Private-wealth channels are easy to overstate without owner-path proof.", "priority_rank": 11, "sme_verify": "Is this pitch-now or monitor-only?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md"}, "confidence": 0.9, "created_at": "2026-06-22 00:24:25", "deadline": null, "id": "promotion-gate-private-wealth-owner-route-promotion-gate-pitch-now-source-quality-control-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "promotion_gate", "status": "active", "strategy": "pitch-now source-quality control", "subject_id": "private-wealth-owner-route-promotion-gate", "subject_name": "Private wealth owner route promotion gate", "subject_type": "schema", "updated_at": "2026-06-22 00:24:25"}
{"amount": "", "attrs": {"action": "Use the Hong Kong route to reach asset managers, private banks, and IAMs; prepare an advisor-ready quant one-pager and a sponsor/speaker inquiry.", "pattern": "The corpus lists the Hong Kong event date and describes it as a business-matching forum for asset managers, private banks, and IAMs.", "sme_verify": "Does the Hong Kong route depend most on registration, sponsorship, or a speaker introduction?", "source_path": "docs/quant-pitch-calendar.md; data/recovered_loop_tick64_official_event_source_upgrades.json"}, "confidence": 0.98, "created_at": "2026-06-22 00:24:37", "deadline": "2026-07-07", "id": "official-event-route-asian-private-banker-alternatives-selection-nexus-2026-hong-kong-apac-private-bank-alternatives-business-matching-2026-07-07-open", "next_review": null, "signal_date": "2026-07-07", "signal_type": "official_event_route", "status": "open", "strategy": "APAC private-bank alternatives business matching", "subject_id": "asian-private-banker-alternatives-selection-nexus-2026-hong-kong", "subject_name": "Asian Private Banker Alternatives Selection Nexus 2026 Hong Kong", "subject_type": "conference", "updated_at": "2026-06-22 00:24:37"}
{"amount": "", "attrs": {"action": "Use the Singapore route to reach asset managers, private banks, and IAMs; prepare an advisor-ready quant one-pager and a sponsor/speaker inquiry.", "pattern": "The corpus lists the Singapore event date and describes it as a business-matching forum for asset managers, private banks, and IAMs.", "sme_verify": "Does the Singapore route depend most on registration, sponsorship, or a speaker introduction?", "source_path": "docs/quant-pitch-calendar.md; data/recovered_loop_tick64_official_event_source_upgrades.json"}, "confidence": 0.98, "created_at": "2026-06-22 00:24:37", "deadline": "2026-07-09", "id": "official-event-route-asian-private-banker-alternatives-selection-nexus-2026-singapore-apac-private-bank-alternatives-business-matching-2026-07-09-open", "next_review": null, "signal_date": "2026-07-09", "signal_type": "official_event_route", "status": "open", "strategy": "APAC private-bank alternatives business matching", "subject_id": "asian-private-banker-alternatives-selection-nexus-2026-singapore", "subject_name": "Asian Private Banker Alternatives Selection Nexus 2026 Singapore", "subject_type": "conference", "updated_at": "2026-06-22 00:24:37"}
{"amount": "", "attrs": {"action": "Target CIOs, market heads, investment advisors, fund selectors, and relationship managers with a private-bank-compatible quant sleeve and a concise event brief.", "pattern": "The corpus describes the summit as an 800+ person private-wealth decision-maker gathering in Hong Kong.", "sme_verify": "Which summit access path is strongest: sponsor, speaker, or direct event registration?", "source_path": "docs/quant-pitch-calendar.md; data/recovered_loop_tick64_official_event_source_upgrades.json"}, "confidence": 0.97, "created_at": "2026-06-22 00:24:37", "deadline": "2026-10-13", "id": "official-event-route-asian-private-banker-summit-2026-hong-kong-apac-private-wealth-cio-and-fund-selector-access-2026-10-13-open", "next_review": null, "signal_date": "2026-10-13", "signal_type": "official_event_route", "status": "open", "strategy": "APAC private-wealth CIO and fund-selector access", "subject_id": "asian-private-banker-summit-2026-hong-kong", "subject_name": "Asian Private Banker Summit 2026 Hong Kong", "subject_type": "conference", "updated_at": "2026-06-22 00:24:37"}
{"amount": "", "attrs": {"action": "Target CIOs, market heads, investment advisors, fund selectors, and relationship managers with a private-bank-compatible quant sleeve and a concise event brief.", "pattern": "The corpus describes the summit as an 800+ person private-wealth decision-maker gathering in Singapore.", "sme_verify": "Which summit access path is strongest: sponsor, speaker, or direct event registration?", "source_path": "docs/quant-pitch-calendar.md; data/recovered_loop_tick64_official_event_source_upgrades.json"}, "confidence": 0.97, "created_at": "2026-06-22 00:24:37", "deadline": "2026-10-15", "id": "official-event-route-asian-private-banker-summit-2026-singapore-apac-private-wealth-cio-and-fund-selector-access-2026-10-15-open", "next_review": null, "signal_date": "2026-10-15", "signal_type": "official_event_route", "status": "open", "strategy": "APAC private-wealth CIO and fund-selector access", "subject_id": "asian-private-banker-summit-2026-singapore", "subject_name": "Asian Private Banker Summit 2026 Singapore", "subject_type": "conference", "updated_at": "2026-06-22 00:24:37"}
{"amount": "", "attrs": {"action": "Use the Hong Kong forum as a near-term family-office route; package the fund as a liquid, diversifying allocation option.", "pattern": "The corpus lists the forum in Hong Kong on 25-26 June 2026 and frames Campden as a qualified family-office event surface.", "sme_verify": "Does Campden qualification allow manager participation, or does it require sponsor or partner access?", "source_path": "docs/quant-pitch-calendar.md; data/recovered_loop_tick64_official_event_source_upgrades.json"}, "confidence": 0.95, "created_at": "2026-06-22 00:24:37", "deadline": "2026-06-26", "id": "official-event-route-campden-hong-kong-forum-2026-hong-kong-family-office-investment-access-2026-06-25-open", "next_review": null, "signal_date": "2026-06-25", "signal_type": "official_event_route", "status": "open", "strategy": "Hong Kong family-office investment access", "subject_id": "campden-hong-kong-forum-2026", "subject_name": "Campden Hong Kong forum 2026", "subject_type": "conference", "updated_at": "2026-06-22 00:24:37"}
{"amount": "", "attrs": {"action": "Prepare Singapore family-office outreach around responsible capital, frontier innovation, liquidity, and portfolio resilience.", "pattern": "The corpus lists the Singapore forum on 9-10 September 2026 and says it convenes Asia's leading family offices and investors.", "sme_verify": "Which Singapore forum route creates direct CIO and family-principal visibility?", "source_path": "docs/quant-pitch-calendar.md; data/recovered_loop_tick64_official_event_source_upgrades.json"}, "confidence": 0.94, "created_at": "2026-06-22 00:24:37", "deadline": "2026-09-10", "id": "official-event-route-campden-singapore-forum-2026-singapore-family-office-innovation-and-impact-access-2026-09-09-open", "next_review": null, "signal_date": "2026-09-09", "signal_type": "official_event_route", "status": "open", "strategy": "Singapore family-office innovation and impact access", "subject_id": "campden-singapore-forum-2026", "subject_name": "Campden Singapore forum 2026", "subject_type": "conference", "updated_at": "2026-06-22 00:24:37"}
{"amount": "", "attrs": {"action": "Use the Abu Dhabi congress as a Middle East family-office route; prepare a family-capital and liquidity packet.", "pattern": "The corpus lists the Abu Dhabi congress on 20-22 October 2026 and frames it around family capital and family-office owners.", "sme_verify": "Is Campden Abu Dhabi best approached through sponsor access, speaker route, or qualification-based attendance?", "source_path": "docs/quant-pitch-calendar.md; data/recovered_loop_tick64_official_event_source_upgrades.json"}, "confidence": 0.94, "created_at": "2026-06-22 00:24:37", "deadline": "2026-10-22", "id": "official-event-route-campden-abu-dhabi-congress-2026-abu-dhabi-global-family-owner-and-family-office-access-2026-10-20-open", "next_review": null, "signal_date": "2026-10-20", "signal_type": "official_event_route", "status": "open", "strategy": "Abu Dhabi global family-owner and family-office access", "subject_id": "campden-abu-dhabi-congress-2026", "subject_name": "Campden Abu Dhabi congress 2026", "subject_type": "conference", "updated_at": "2026-06-22 00:24:37"}
{"amount": "", "attrs": {"action": "Add the Palm Beach forum to the family-office outreach calendar with a North America family-office packet and sponsor/speaker qualification check.", "pattern": "The corpus lists the Palm Beach forum on 18-19 November 2026 and includes family principals, SFOs, MFOs, and UHNWI in the audience mix.", "sme_verify": "Does the Palm Beach forum expose sponsor and speaker rosters publicly, or does it require partner access?", "source_path": "docs/quant-pitch-calendar.md; data/recovered_loop_tick64_official_event_source_upgrades.json"}, "confidence": 0.93, "created_at": "2026-06-22 00:24:37", "deadline": "2026-11-19", "id": "official-event-route-campden-palm-beach-forum-2026-north-american-family-office-access-2026-11-18-open", "next_review": null, "signal_date": "2026-11-18", "signal_type": "official_event_route", "status": "open", "strategy": "North American family-office access", "subject_id": "campden-palm-beach-forum-2026", "subject_name": "Campden Palm Beach forum 2026", "subject_type": "conference", "updated_at": "2026-06-22 00:24:37"}
{"amount": "", "attrs": {"action": "Use the Hong Kong forum as a private-bank and family-office pitch window; package sponsor, speaker, and event-content routes.", "pattern": "The corpus lists the Hong Kong forum and treats Hubbis as a private-wealth event rail across APAC and the Middle East.", "sme_verify": "Which Hubbis route is strongest for manager outreach: registration, sponsorship, or speaking?", "source_path": "docs/quant-pitch-calendar.md; data/recovered_loop_tick62_apac_mena_private_wealth_routes.json"}, "confidence": 0.95, "created_at": "2026-06-22 00:24:37", "deadline": "2026-09-15", "id": "official-event-route-hubbis-hong-kong-forum-2026-apac-private-bank-and-family-office-access-2026-09-15-open", "next_review": null, "signal_date": "2026-09-15", "signal_type": "official_event_route", "status": "open", "strategy": "APAC private-bank and family-office access", "subject_id": "hubbis-hong-kong-forum-2026", "subject_name": "Hubbis Hong Kong forum 2026", "subject_type": "conference", "updated_at": "2026-06-22 00:24:37"}
{"amount": "", "attrs": {"action": "Use the Singapore forum as a second APAC private-wealth pitch window; align quant messaging to investments, technology, digital transformation, and family-office themes.", "pattern": "The corpus lists the Singapore forum and treats Hubbis as a private-wealth event rail across APAC and the Middle East.", "sme_verify": "Which Hubbis route is strongest for manager outreach: registration, sponsorship, or speaking?", "source_path": "docs/quant-pitch-calendar.md; data/recovered_loop_tick62_apac_mena_private_wealth_routes.json"}, "confidence": 0.95, "created_at": "2026-06-22 00:24:37", "deadline": "2026-09-17", "id": "official-event-route-hubbis-singapore-forum-2026-apac-private-bank-and-family-office-access-2026-09-17-open", "next_review": null, "signal_date": "2026-09-17", "signal_type": "official_event_route", "status": "open", "strategy": "APAC private-bank and family-office access", "subject_id": "hubbis-singapore-forum-2026", "subject_name": "Hubbis Singapore forum 2026", "subject_type": "conference", "updated_at": "2026-06-22 00:24:37"}
{"amount": "", "attrs": {"action": "Use the combined APB, Hubbis, and Campden surfaces as one outbound lane; separate the packet by access mode before sending.", "pattern": "The corpus repeatedly routes APB into private-bank and IAM audiences, Hubbis into APAC and Middle East private-wealth decision makers, and Campden into family-office audiences.", "sme_verify": "Which access path is strongest across the combined lane: registration, sponsorship, speaking, or qualification?", "source_path": "docs/quant-pitch-calendar.md; docs/quant-consultant-private-wealth-extraction-queue.md; data/recovered_loop_tick62_apac_mena_private_wealth_routes.json"}, "confidence": 0.92, "created_at": "2026-06-22 00:24:37", "deadline": "2026-11-19", "id": "private-wealth-route-apac-middle-east-private-bank-iam-family-office-route-cross-surface-apac-and-middle-east-private-wealth-routing-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "private_wealth_route", "status": "open", "strategy": "cross-surface APAC and Middle East private-wealth routing", "subject_id": "apac-middle-east-private-bank-iam-family-office-route", "subject_name": "APAC/Middle East private-bank/IAM/family-office route", "subject_type": "route", "updated_at": "2026-06-22 00:24:37"}
{"amount": "", "attrs": {"action": "Ask the canonical question against the corpus first and preserve the distinction between pitch-now and monitor-only routes.", "pattern": "The corpus should name the route before any answer engine is trusted.", "priority_rank": 1, "sme_verify": "Which owner or route is actually pitchable now?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md; docs/quant-pitch-calendar.md; data/recovered_loop_tick96_family_office_live_proof_queue.json"}, "confidence": 0.92, "created_at": "2026-06-22 00:24:53", "deadline": null, "id": "question-test-internal-private-wealth-corpus-repo-retrieval-baseline-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "question_test", "status": "active", "strategy": "repo retrieval baseline", "subject_id": "internal-private-wealth-corpus", "subject_name": "Internal private-wealth corpus", "subject_type": "surface", "updated_at": "2026-06-22 00:24:53"}
{"amount": "", "attrs": {"action": "Test whether CAIS surfaces the owner, route, and listability field rather than generic alternatives marketing.", "pattern": "CAIS answers are useful only when they expose discovery fields and the live retrieval entry point.", "priority_rank": 2, "sme_verify": "Which CAIS surface actually drives discovery?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md; data/recovered_loop_tick82_platform_packet_templates.json"}, "confidence": 0.88, "created_at": "2026-06-22 00:24:53", "deadline": null, "id": "question-test-cais-x-claude-cais-advisor-intelligence-advisor-intelligence-retrieval-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "question_test", "status": "active", "strategy": "advisor-intelligence retrieval", "subject_id": "cais-x-claude-cais-advisor-intelligence", "subject_name": "CAIS x Claude / CAIS advisor intelligence", "subject_type": "surface", "updated_at": "2026-06-22 00:24:53"}
{"amount": "", "attrs": {"action": "Test whether iCapital exposes a current mandatory field set, subscription route, and comparable diligence fields.", "pattern": "iCapital is actionable only when the onboarding fields are explicit.", "priority_rank": 3, "sme_verify": "Which iCapital field determines listability?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md; data/recovered_loop_tick82_platform_packet_templates.json; data/recovered_loop_tick101_odd_ddq_packet_field_queue.json"}, "confidence": 0.9, "created_at": "2026-06-22 00:24:53", "deadline": null, "id": "question-test-icapital-marketplace-due-diligence-platform-diligence-and-listability-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "question_test", "status": "active", "strategy": "platform diligence and listability", "subject_id": "icapital-marketplace-due-diligence", "subject_name": "iCapital Marketplace / Due Diligence", "subject_type": "surface", "updated_at": "2026-06-22 00:24:53"}
{"amount": "", "attrs": {"action": "Capture ChatGPT Search, Google AI Overviews, Claude, and Perplexity answers for owner-plus-route queries.", "pattern": "Public answer engines may collapse the route into generic private-wealth advice unless the source-linked page is explicit.", "priority_rank": 4, "sme_verify": "Does the answer name the owner and route?", "source_path": "docs/quant-aeo-geo-monitoring-matrix.md; data/recovered_loop_tick101_consultant_question_tests.json"}, "confidence": 0.85, "created_at": "2026-06-22 00:24:53", "deadline": null, "id": "question-test-advisor-private-bank-public-answer-engines-aeo-geo-public-retrieval-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "question_test", "status": "open", "strategy": "AEO/GEO public retrieval", "subject_id": "advisor-private-bank-public-answer-engines", "subject_name": "Advisor/private-bank public answer engines", "subject_type": "surface", "updated_at": "2026-06-22 00:24:53"}
{"amount": "", "attrs": {"action": "Run APB and Hubbis queries to identify the current speaker, sponsor, and registration route for family-office access.", "pattern": "APAC event lanes become pitchable when the roster and registration metadata are current.", "priority_rank": 5, "sme_verify": "Which APAC event page is current right now?", "source_path": "docs/quant-pitch-calendar.md; data/recovered_loop_tick82_family_office_private_bank_corridors.json"}, "confidence": 0.84, "created_at": "2026-06-22 00:24:53", "deadline": null, "id": "question-test-apac-private-wealth-event-routes-event-route-verification-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "question_test", "status": "active", "strategy": "event-route verification", "subject_id": "apac-private-wealth-event-routes", "subject_name": "APAC private-wealth event routes", "subject_type": "surface", "updated_at": "2026-06-22 00:24:53"}
{"amount": "", "attrs": {"action": "Ask SMEs which family office or private-wealth owner is actually pitchable now and which route should stay monitor-only.", "pattern": "SME calls can confirm whether a route is live, stale, or only a branding surface.", "priority_rank": 6, "sme_verify": "Which route is current and what proof artifact supports it?", "source_path": "docs/quant-signal-validation.md; data/recovered_loop_tick96_family_office_live_proof_queue.json"}, "confidence": 0.86, "created_at": "2026-06-22 00:24:53", "deadline": null, "id": "sme-validation-gap-sme-validation-lane-route-to-owner-validation-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "sme_validation_gap", "status": "open", "strategy": "route-to-owner validation", "subject_id": "sme-validation-lane", "subject_name": "SME validation lane", "subject_type": "process", "updated_at": "2026-06-22 00:24:53"}
{"amount": "", "attrs": {"action": "Execute hourly lane 05 and produce first-party confirmation, intake hardening, and question-test rows.", "pattern": "International allocator rows become pitchable only when route-level signal is tied to official owner, sleeve, and intake proof.", "priority_rank": 1, "sme_verify": "Which official source proves owner and sleeve?", "source_path": "data/recovered_loop_tick97_hourly_goal_and_question_test_schedule.json"}, "confidence": 0.94, "created_at": "2026-06-22 00:30:30", "deadline": null, "id": "hourly-lane-execution-tick-103-international-allocator-hour-05-control-plane-international-allocator-proof-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "hourly_lane_execution", "status": "active", "strategy": "international allocator proof", "subject_id": "tick-103-international-allocator-hour-05-control-plane", "subject_name": "Tick 103 international allocator hour 05 control plane", "subject_type": "process", "updated_at": "2026-06-22 00:30:30"}
{"amount": "", "attrs": {"action": "Normalize current owner/title, sleeve amount, strategy bucket, source status, blocker, and SME question.", "pattern": "Non-US allocator routes frequently have valid themes but stale or missing owner/sleeve proof.", "priority_rank": 2, "sme_verify": "What first-party document proves the current owner and sleeve?", "source_path": "data/recovered_loop_tick94_international_allocator_intake_amount_hardening.json"}, "confidence": 0.9, "created_at": "2026-06-22 00:30:30", "deadline": null, "id": "international-first-party-gap-international-first-party-confirmation-lane-owner-and-sleeve-proof-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "international_first_party_gap", "status": "open", "strategy": "owner and sleeve proof", "subject_id": "international-first-party-confirmation-lane", "subject_name": "International first-party confirmation lane", "subject_type": "analysis_lane", "updated_at": "2026-06-22 00:30:30"}
{"amount": "", "attrs": {"action": "Separate official manager-facing intake from generic allocator pages.", "pattern": "GPIF and PIF are stronger because they expose registration or Managers Gate surfaces; peers need equivalent proof.", "priority_rank": 3, "sme_verify": "Is the page actually manager-facing?", "source_path": "docs/quant-pitch-calendar.md"}, "confidence": 0.88, "created_at": "2026-06-22 00:30:30", "deadline": null, "id": "official-intake-gap-international-official-intake-hardening-lane-manager-facing-intake-proof-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "official_intake_gap", "status": "open", "strategy": "manager-facing intake proof", "subject_id": "international-official-intake-hardening-lane", "subject_name": "International official intake hardening lane", "subject_type": "analysis_lane", "updated_at": "2026-06-22 00:30:30"}
{"amount": "", "attrs": {"action": "Create query variants and pass/fail criteria for official-source owner/sleeve proof.", "pattern": "Answers must distinguish live intake, owner/title proof, sleeve proof, and route-only monitor rows.", "priority_rank": 4, "sme_verify": "Does the answer cite the official owner and sleeve source?", "source_path": "docs/quant-loop-operating-schedule.md"}, "confidence": 0.87, "created_at": "2026-06-22 00:30:30", "deadline": null, "id": "question-test-international-allocator-question-test-lane-aeo-geo-retrieval-testing-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "question_test", "status": "open", "strategy": "AEO GEO retrieval testing", "subject_id": "international-allocator-question-test-lane", "subject_name": "International allocator question test lane", "subject_type": "content_asset", "updated_at": "2026-06-22 00:30:30"}
{"amount": "", "attrs": {"action": "Keep international rows monitor-only until owner, route, sleeve, amount, or official intake is proven.", "pattern": "Route-level sovereign and pension rows can overstate pitchability without first-party proof.", "priority_rank": 5, "sme_verify": "Is this official proof or just route-level inference?", "source_path": "data/recovered_loop_tick96_international_first_party_confirmation_control_plane.json"}, "confidence": 0.91, "created_at": "2026-06-22 00:30:30", "deadline": null, "id": "promotion-gate-international-proof-promotion-gate-source-quality-control-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "promotion_gate", "status": "active", "strategy": "source-quality control", "subject_id": "international-proof-promotion-gate", "subject_name": "International proof promotion gate", "subject_type": "schema", "updated_at": "2026-06-22 00:30:30"}
{"amount": "", "attrs": {"action": "Use SME validation to separate stale owners from live owner/sleeve decision paths.", "pattern": "SME checks are useful when official sources prove route but not who actually owns the current screen.", "priority_rank": 6, "sme_verify": "Who owns the current external-manager route?", "source_path": "data/recovered_loop_tick94_international_allocator_intake_amount_hardening.json"}, "confidence": 0.83, "created_at": "2026-06-22 00:30:30", "deadline": null, "id": "sme-validation-gap-international-allocator-sme-verification-queue-owner-and-sleeve-verification-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "sme_validation_gap", "status": "open", "strategy": "owner and sleeve verification", "subject_id": "international-allocator-sme-verification-queue", "subject_name": "International allocator SME verification queue", "subject_type": "sme_call_task", "updated_at": "2026-06-22 00:30:30"}
{"amount": "", "attrs": {"action": "After audit, route tick 104 to hour 06 competitor fund and strategy allocation unless official proof blockers dominate.", "pattern": "The hourly loop should advance while preserving high-value first-party proof blockers.", "priority_rank": 7, "sme_verify": "Should tick 104 move to competitor allocation or stay on international proof blockers?", "source_path": "docs/quant-loop-operating-schedule.md"}, "confidence": 0.9, "created_at": "2026-06-22 00:30:30", "deadline": null, "id": "next-hour-route-tick-103-next-hour-handoff-gate-hourly-loop-routing-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "next_hour_route", "status": "open", "strategy": "hourly loop routing", "subject_id": "tick-103-next-hour-handoff-gate", "subject_name": "Tick 103 next-hour handoff gate", "subject_type": "process", "updated_at": "2026-06-22 00:30:30"}
{"amount": "", "attrs": {"action": "Prepare registration-ready manager profile and backfill current owner/sleeve fields.", "pattern": "Official registration is one of the cleanest pre-RFP international allocator gates.", "priority_rank": 1, "sme_verify": "Does GPIF registration reach the actual alternatives owner?", "source_path": "docs/quant-30-day-outreach-queue.md; docs/quant-pitch-calendar.md"}, "confidence": 0.9, "created_at": "2026-06-22 00:30:40", "deadline": null, "id": "official-intake-gap-gpif-official-intake-proof-row-alternative-assets-manager-registration-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "official_intake_gap", "status": "open", "strategy": "alternative-assets manager registration", "subject_id": "gpif-official-intake-proof-row", "subject_name": "GPIF official intake proof row", "subject_type": "allocator", "updated_at": "2026-06-22 00:30:40"}
{"amount": "", "attrs": {"action": "Route material through Managers Gate and backfill owner/sleeve mapping.", "pattern": "Managers Gate is pitchable only if linked to the relevant investment team.", "priority_rank": 2, "sme_verify": "Which PIF team receives hedge-fund material?", "source_path": "docs/quant-pitch-calendar.md"}, "confidence": 0.88, "created_at": "2026-06-22 00:30:40", "deadline": null, "id": "official-intake-gap-pif-managers-gate-proof-row-sovereign-manager-intake-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "official_intake_gap", "status": "open", "strategy": "sovereign manager intake", "subject_id": "pif-managers-gate-proof-row", "subject_name": "PIF Managers Gate proof row", "subject_type": "allocator", "updated_at": "2026-06-22 00:30:40"}
{"amount": "", "attrs": {"action": "Lead with absolute-return, derivatives exposure controls, and liquidity terms while backfilling owner/sleeve proof.", "pattern": "HOOPP is strong but still needs exact owner/sleeve proof for route precision.", "priority_rank": 3, "sme_verify": "Board/ALM or discretionary derivatives team first?", "source_path": "data/recovered_loop_tick37_non_us_allocator_signals.json; docs/quant-pitch-calendar.md"}, "confidence": 0.87, "created_at": "2026-06-22 00:30:40", "deadline": null, "id": "international-first-party-gap-hoopp-capital-markets-proof-row-absolute-return-and-derivatives-aware-systematic-strategies-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "international_first_party_gap", "status": "active", "strategy": "absolute return and derivatives-aware systematic strategies", "subject_id": "hoopp-capital-markets-proof-row", "subject_name": "HOOPP capital markets proof row", "subject_type": "allocator", "updated_at": "2026-06-22 00:30:40"}
{"amount": "", "attrs": {"action": "Backfill current external-manager owner, sleeve size, and live intake surface.", "pattern": "NBIM is high-value but not pitch-now without owner/sleeve proof.", "priority_rank": 4, "sme_verify": "Who owns external-manager review?", "source_path": "data/recovered_loop_tick94_international_allocator_intake_amount_hardening.json"}, "confidence": 0.82, "created_at": "2026-06-22 00:30:40", "deadline": null, "id": "international-first-party-gap-nbim-external-manager-closure-row-external-manager-closure-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "international_first_party_gap", "status": "open", "strategy": "external-manager closure", "subject_id": "nbim-external-manager-closure-row", "subject_name": "NBIM external-manager closure row", "subject_type": "allocator_target", "updated_at": "2026-06-22 00:30:40"}
{"amount": "", "attrs": {"action": "Canonicalize GIC and backfill leadership/allocation route proof.", "pattern": "Identity normalization matters before outreach because committee records are subnodes, not separate allocators.", "priority_rank": 5, "sme_verify": "Which GIC team owns liquid alternatives?", "source_path": "data/recovered_loop_tick37_non_us_allocator_signals.json"}, "confidence": 0.81, "created_at": "2026-06-22 00:30:40", "deadline": null, "id": "international-first-party-gap-gic-sovereign-allocator-proof-row-sovereign-alternatives-route-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "international_first_party_gap", "status": "open", "strategy": "sovereign alternatives route", "subject_id": "gic-sovereign-allocator-proof-row", "subject_name": "GIC sovereign allocator proof row", "subject_type": "allocator_target", "updated_at": "2026-06-22 00:30:40"}
{"amount": "", "attrs": {"action": "Backfill current owner/title and sleeve fields from first-party materials.", "pattern": "Alias normalization is solved but owner/sleeve proof is still needed.", "priority_rank": 6, "sme_verify": "Which team reviews liquid alternatives?", "source_path": "docs/quant-pitch-calendar.md"}, "confidence": 0.79, "created_at": "2026-06-22 00:30:40", "deadline": null, "id": "international-first-party-gap-cpp-investments-proof-row-canadian-pension-external-manager-route-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "international_first_party_gap", "status": "open", "strategy": "Canadian pension external-manager route", "subject_id": "cpp-investments-proof-row", "subject_name": "CPP Investments proof row", "subject_type": "allocator_target", "updated_at": "2026-06-22 00:30:40"}
{"amount": "", "attrs": {"action": "Find annual-report row for liquidity or external-manager sleeves.", "pattern": "Liquidity/FX/portfolio-construction signals require owner and sleeve proof.", "priority_rank": 7, "sme_verify": "Which route is real?", "source_path": "data/recovered_loop_tick37_non_us_allocator_signals.json"}, "confidence": 0.78, "created_at": "2026-06-22 00:30:40", "deadline": null, "id": "international-first-party-gap-omers-proof-row-liquidity-and-external-manager-route-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "international_first_party_gap", "status": "open", "strategy": "liquidity and external-manager route", "subject_id": "omers-proof-row", "subject_name": "OMERS proof row", "subject_type": "allocator_target", "updated_at": "2026-06-22 00:30:40"}
{"amount": "", "attrs": {"action": "Backfill ATP owner, intake, and sleeve amount.", "pattern": "International confirmation lane must not promote without current owner/title proof.", "priority_rank": 8, "sme_verify": "Which ATP owner reviews external alternatives?", "source_path": "docs/quant-pitch-calendar.md"}, "confidence": 0.76, "created_at": "2026-06-22 00:30:40", "deadline": null, "id": "international-first-party-gap-atp-proof-row-danish-pension-external-manager-route-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "international_first_party_gap", "status": "open", "strategy": "Danish pension external-manager route", "subject_id": "atp-proof-row", "subject_name": "ATP proof row", "subject_type": "allocator_target", "updated_at": "2026-06-22 00:30:40"}
{"amount": "", "attrs": {"action": "Use CIO transition window but backfill committee strategy approval details.", "pattern": "CIO transitions can create review windows, but need first-party freshness.", "priority_rank": 9, "sme_verify": "Is transition an external-manager review window?", "source_path": "data/recovered_loop_tick37_non_us_allocator_signals.json"}, "confidence": 0.8, "created_at": "2026-06-22 00:30:40", "deadline": null, "id": "international-first-party-gap-australiansuper-transition-proof-row-cio-transition-and-investment-committee-route-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "international_first_party_gap", "status": "active", "strategy": "CIO transition and investment committee route", "subject_id": "australiansuper-transition-proof-row", "subject_name": "AustralianSuper transition proof row", "subject_type": "allocator", "updated_at": "2026-06-22 00:30:40"}
{"amount": "", "attrs": {"action": "Distinguish allocatable hedge-fund sleeve from strategic partnership route.", "pattern": "Balance-sheet route may not equal hedge-fund allocation route.", "priority_rank": 10, "sme_verify": "Allocation or partnership?", "source_path": "data/recovered_loop_tick38_apac_middle_east_distribution_channels.json"}, "confidence": 0.75, "created_at": "2026-06-22 00:30:40", "deadline": null, "id": "international-first-party-gap-mubadala-proof-row-middle-east-sovereign-partnership-route-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "international_first_party_gap", "status": "open", "strategy": "Middle East sovereign partnership route", "subject_id": "mubadala-proof-row", "subject_name": "Mubadala proof row", "subject_type": "lp", "updated_at": "2026-06-22 00:30:40"}
{"amount": "", "attrs": {"action": "Extract financial alternatives owner and manager-facing route.", "pattern": "Strategy bucket appears in corpus but current owner/intake proof is missing.", "priority_rank": 11, "sme_verify": "Which owner handles financial alternatives?", "source_path": "data/recovered_loop_tick37_non_us_allocator_signals.json"}, "confidence": 0.82, "created_at": "2026-06-22 00:30:40", "deadline": null, "id": "international-first-party-gap-adia-financial-alternatives-proof-row-financial-alternatives-hedge-funds-and-managed-futures-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "international_first_party_gap", "status": "open", "strategy": "financial alternatives hedge funds and managed futures", "subject_id": "adia-financial-alternatives-proof-row", "subject_name": "ADIA financial alternatives proof row", "subject_type": "allocator_target", "updated_at": "2026-06-22 00:30:40"}
{"amount": "", "attrs": {"action": "Backfill official owner/title, sleeve, and manager-facing route before promotion.", "pattern": "QIA should remain source-gap until current first-party proof exists.", "priority_rank": 12, "sme_verify": "Does QIA expose a manager-facing route?", "source_path": "docs/quant-pitch-calendar.md"}, "confidence": 0.7, "created_at": "2026-06-22 00:30:40", "deadline": null, "id": "official-intake-gap-qia-source-gap-proof-row-sovereign-external-manager-route-2026-06-21-source-gap", "next_review": null, "signal_date": "2026-06-21", "signal_type": "official_intake_gap", "status": "source_gap", "strategy": "sovereign external-manager route", "subject_id": "qia-source-gap-proof-row", "subject_name": "QIA source gap proof row", "subject_type": "allocator_target", "updated_at": "2026-06-22 00:30:40"}
{"amount": "", "attrs": {"action": "Ask qt-05 against internal corpus and require official-source proof or downgrade.", "pattern": "Internal retrieval should separate pitch-now from monitor/source-gap rows.", "priority_rank": 1, "sme_verify": "Does the answer name official owner and sleeve proof?", "source_path": "data/recovered_loop_tick103_international_allocator_proof_matrix.json"}, "confidence": 0.9, "created_at": "2026-06-22 00:30:50", "deadline": null, "id": "question-test-internal-international-allocator-corpus-test-repo-retrieval-baseline-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "question_test", "status": "open", "strategy": "repo retrieval baseline", "subject_id": "internal-international-allocator-corpus-test", "subject_name": "Internal international allocator corpus test", "subject_type": "surface", "updated_at": "2026-06-22 00:30:50"}
{"amount": "", "attrs": {"action": "Use first-party pages to prove owner, intake, sleeve, amount, or downgrade.", "pattern": "Generic first-party overview pages are insufficient for pitch-now status.", "priority_rank": 2, "sme_verify": "Is this official source manager-facing?", "source_path": "data/recovered_loop_tick94_international_allocator_intake_amount_hardening.json"}, "confidence": 0.88, "created_at": "2026-06-22 00:30:50", "deadline": null, "id": "question-test-official-allocator-page-test-first-party-proof-extraction-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "question_test", "status": "open", "strategy": "first-party proof extraction", "subject_id": "official-allocator-page-test", "subject_name": "Official allocator page test", "subject_type": "surface", "updated_at": "2026-06-22 00:30:50"}
{"amount": "", "attrs": {"action": "Capture answer-engine responses and compare against proof matrix.", "pattern": "Answer engines may hallucinate titles unless source blocks are explicit.", "priority_rank": 3, "sme_verify": "Which chatbot answer is source-safe?", "source_path": "docs/quant-loop-operating-schedule.md"}, "confidence": 0.84, "created_at": "2026-06-22 00:30:50", "deadline": null, "id": "question-test-international-public-answer-engine-test-aeo-geo-answer-testing-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "question_test", "status": "open", "strategy": "AEO GEO answer testing", "subject_id": "international-public-answer-engine-test", "subject_name": "International public answer engine test", "subject_type": "surface", "updated_at": "2026-06-22 00:30:50"}
{"amount": "", "attrs": {"action": "Test owner/sleeve queries in finance workspaces and preserve document lineage.", "pattern": "Workspace results must show document lineage, not just allocator profiles.", "priority_rank": 4, "sme_verify": "Which workspace result appears first?", "source_path": "docs/quant-loop-operating-schedule.md"}, "confidence": 0.82, "created_at": "2026-06-22 00:30:50", "deadline": null, "id": "question-test-international-finance-workspace-test-workspace-lineage-testing-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "question_test", "status": "open", "strategy": "workspace lineage testing", "subject_id": "international-finance-workspace-test", "subject_name": "International finance workspace test", "subject_type": "surface", "updated_at": "2026-06-22 00:30:50"}
{"amount": "", "attrs": {"action": "Run SME validation for thin international rows.", "pattern": "SMEs can quickly verify if a public route is stale or incorrectly assigned.", "priority_rank": 5, "sme_verify": "Who owns the route now?", "source_path": "data/recovered_loop_tick94_international_allocator_intake_amount_hardening.json"}, "confidence": 0.83, "created_at": "2026-06-22 00:30:50", "deadline": null, "id": "sme-validation-gap-international-allocator-sme-validation-test-owner-and-sleeve-sme-validation-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "sme_validation_gap", "status": "open", "strategy": "owner and sleeve SME validation", "subject_id": "international-allocator-sme-validation-test", "subject_name": "International allocator SME validation test", "subject_type": "sme_call_task", "updated_at": "2026-06-22 00:30:50"}
{"amount": "", "attrs": {"action": "Produce official-proof pages only for rows with owner/sleeve evidence.", "pattern": "AEO/GEO pages should not promote source-gap sovereign rows.", "priority_rank": 6, "sme_verify": "Which rows are ready for production?", "source_path": "data/recovered_loop_tick103_international_allocator_proof_matrix.json"}, "confidence": 0.84, "created_at": "2026-06-22 00:30:50", "deadline": null, "id": "aeo-geo-asset-gap-international-allocator-aeo-geo-content-production-test-official-proof-content-production-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "aeo_geo_asset_gap", "status": "open", "strategy": "official-proof content production", "subject_id": "international-allocator-aeo-geo-content-production-test", "subject_name": "International allocator AEO GEO content production test", "subject_type": "content_asset", "updated_at": "2026-06-22 00:30:50"}
{"amount": "", "attrs": {"action": "Execute hourly lane 06 and produce competitor allocation, peer taxonomy, and question-test rows.", "pattern": "Allocation analysis is actionable only when the peer set, amount, denominator, and strategy sleeve are comparable.", "priority_rank": 1, "sme_verify": "How much is allocated to each competing strategy type?", "source_path": "data/recovered_loop_tick97_hourly_goal_and_question_test_schedule.json"}, "confidence": 0.94, "created_at": "2026-06-22 00:35:33", "deadline": null, "id": "hourly-lane-execution-tick-104-competitor-allocation-hour-06-control-plane-competitor-fund-and-strategy-allocation-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "hourly_lane_execution", "status": "active", "strategy": "competitor fund and strategy allocation", "subject_id": "tick-104-competitor-allocation-hour-06-control-plane", "subject_name": "Tick 104 competitor allocation hour 06 control plane", "subject_type": "process", "updated_at": "2026-06-22 00:35:33"}
{"amount": "", "attrs": {"action": "Normalize strategy type, peer set, allocator proof, amount class, missing amounts, comparability risk, and positioning implication.", "pattern": "Bank QIS, platform multi-strats, and managed accounts can all compete for the same allocator problem but not the same denominator.", "priority_rank": 2, "sme_verify": "Which amount is real and comparable?", "source_path": "data/recovered_loop_tick93_competitor_fund_strategy_peer_audit.json"}, "confidence": 0.9, "created_at": "2026-06-22 00:35:33", "deadline": null, "id": "competitor-allocation-gap-competitor-strategy-allocation-matrix-lane-strategy-sleeve-amount-normalization-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "competitor_allocation_gap", "status": "open", "strategy": "strategy sleeve amount normalization", "subject_id": "competitor-strategy-allocation-matrix-lane", "subject_name": "Competitor strategy allocation matrix lane", "subject_type": "analysis_lane", "updated_at": "2026-06-22 00:35:33"}
{"amount": "", "attrs": {"action": "Separate independent quant, bank QIS, platform multi-strategy, long-short, macro/CTA, relative value, and managed-account wrapper peers.", "pattern": "Bad peer taxonomy creates bad AEO/GEO answers and weak replacement pitches.", "priority_rank": 3, "sme_verify": "Which peer bucket should the allocator compare against?", "source_path": "docs/quant-pitch-calendar.md"}, "confidence": 0.88, "created_at": "2026-06-22 00:35:33", "deadline": null, "id": "peer-taxonomy-gap-competitor-peer-taxonomy-lane-peer-manager-taxonomy-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "peer_taxonomy_gap", "status": "open", "strategy": "peer manager taxonomy", "subject_id": "competitor-peer-taxonomy-lane", "subject_name": "Competitor peer taxonomy lane", "subject_type": "analysis_lane", "updated_at": "2026-06-22 00:35:33"}
{"amount": "", "attrs": {"action": "Create query variants and pass/fail criteria for competitor allocation amount questions.", "pattern": "Answers must preserve amount class and comparability risk rather than inventing exact amounts.", "priority_rank": 4, "sme_verify": "Does the answer preserve denominator and comparability risk?", "source_path": "docs/quant-loop-operating-schedule.md"}, "confidence": 0.87, "created_at": "2026-06-22 00:35:33", "deadline": null, "id": "question-test-competitor-allocation-question-test-lane-aeo-geo-retrieval-testing-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "question_test", "status": "open", "strategy": "AEO GEO retrieval testing", "subject_id": "competitor-allocation-question-test-lane", "subject_name": "Competitor allocation question test lane", "subject_type": "content_asset", "updated_at": "2026-06-22 00:35:33"}
{"amount": "", "attrs": {"action": "Mark amount as missing or directional unless allocator-level amount, denominator, strategy sleeve, and source date are explicit.", "pattern": "Whole-portfolio, hedge-fund-sleeve, and mandate-level numbers should not be compared without a denominator.", "priority_rank": 5, "sme_verify": "Is this amount apples-to-apples?", "source_path": "data/recovered_loop_tick95_gap_closure_control_plane.json"}, "confidence": 0.91, "created_at": "2026-06-22 00:35:33", "deadline": null, "id": "promotion-gate-competitor-allocation-promotion-gate-amount-comparability-control-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "promotion_gate", "status": "active", "strategy": "amount-comparability control", "subject_id": "competitor-allocation-promotion-gate", "subject_name": "Competitor allocation promotion gate", "subject_type": "schema", "updated_at": "2026-06-22 00:35:33"}
{"amount": "", "attrs": {"action": "After audit, route tick 105 to hour 07 AEO/GEO public answer engines unless allocation blockers dominate.", "pattern": "The hourly loop should advance while preserving high-value amount and peer-taxonomy blockers.", "priority_rank": 6, "sme_verify": "Should tick 105 move to answer-engine tests or stay on competitor allocation?", "source_path": "docs/quant-loop-operating-schedule.md"}, "confidence": 0.9, "created_at": "2026-06-22 00:35:33", "deadline": null, "id": "next-hour-route-tick-104-next-hour-handoff-gate-hourly-loop-routing-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "next_hour_route", "status": "open", "strategy": "hourly loop routing", "subject_id": "tick-104-next-hour-handoff-gate", "subject_name": "Tick 104 next-hour handoff gate", "subject_type": "process", "updated_at": "2026-06-22 00:35:33"}
{"amount": "", "attrs": {"action": "Backfill bank-QIS mandate sizes and split packaged QIS from independent-manager allocations.", "pattern": "QIS is the benchmark, not the whole pitch.", "priority_rank": 1, "sme_verify": "Why did the buyer choose QIS?", "source_path": "data/recovered_loop_tick93_competitor_fund_strategy_peer_audit.json"}, "confidence": 0.84, "created_at": "2026-06-22 00:35:46", "deadline": null, "id": "competitor-allocation-gap-qis-bank-alternatives-allocation-row-qis-bank-alternatives-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "competitor_allocation_gap", "status": "open", "strategy": "QIS / bank alternatives", "subject_id": "qis-bank-alternatives-allocation-row", "subject_name": "QIS bank alternatives allocation row", "subject_type": "peer_cluster", "updated_at": "2026-06-22 00:35:46"}
{"amount": "", "attrs": {"action": "Backfill platform capacity, hard-close timing, and allocator sleeve splits.", "pattern": "Platform capacity competes with standalone manager allocations.", "priority_rank": 2, "sme_verify": "Is the allocator buying platform capacity or replacement alpha?", "source_path": "docs/quant-pitch-calendar.md"}, "confidence": 0.86, "created_at": "2026-06-22 00:35:46", "deadline": null, "id": "competitor-allocation-gap-multi-strategy-platform-allocation-row-multi-strategy-platform-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "competitor_allocation_gap", "status": "open", "strategy": "multi-strategy/platform", "subject_id": "multi-strategy-platform-allocation-row", "subject_name": "Multi-strategy platform allocation row", "subject_type": "peer_cluster", "updated_at": "2026-06-22 00:35:46"}
{"amount": "", "attrs": {"action": "Separate long-only systematic equity mandates from hedge-fund-like systematic allocations.", "pattern": "Systematic mandate examples can overstate hedge-fund comparability.", "priority_rank": 3, "sme_verify": "QIS, systematic equity, or absolute return?", "source_path": "data/recovered_batches/extracted_tick10_lps.json"}, "confidence": 0.86, "created_at": "2026-06-22 00:35:46", "deadline": null, "id": "competitor-allocation-gap-quant-systematic-allocation-row-quant-systematic-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "competitor_allocation_gap", "status": "open", "strategy": "quant/systematic", "subject_id": "quant-systematic-allocation-row", "subject_name": "Quant systematic allocation row", "subject_type": "peer_cluster", "updated_at": "2026-06-22 00:35:46"}
{"amount": "", "attrs": {"action": "Find current long-short ticket sizes and manager cohorts.", "pattern": "Long-short exposure needs sleeve and manager-denominator separation.", "priority_rank": 4, "sme_verify": "Replacing beta or manager alpha?", "source_path": "data/recovered_loop_tick93_competitor_fund_strategy_peer_audit.json"}, "confidence": 0.82, "created_at": "2026-06-22 00:35:46", "deadline": null, "id": "competitor-allocation-gap-long-short-equity-allocation-row-long-short-equity-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "competitor_allocation_gap", "status": "open", "strategy": "long-short equity", "subject_id": "long-short-equity-allocation-row", "subject_name": "Long-short equity allocation row", "subject_type": "peer_cluster", "updated_at": "2026-06-22 00:35:46"}
{"amount": "", "attrs": {"action": "Backfill macro/CTA/absolute-return bucket splits.", "pattern": "Risk-mitigating strategies often mix multiple defensive exposures.", "priority_rank": 5, "sme_verify": "Crisis alpha or return-seeking?", "source_path": "data/recovered_batches/extracted_tick10_lps.json"}, "confidence": 0.84, "created_at": "2026-06-22 00:35:46", "deadline": null, "id": "competitor-allocation-gap-systematic-macro-cta-allocation-row-systematic-macro-cta-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "competitor_allocation_gap", "status": "open", "strategy": "systematic macro/CTA", "subject_id": "systematic-macro-cta-allocation-row", "subject_name": "Systematic macro CTA allocation row", "subject_type": "peer_cluster", "updated_at": "2026-06-22 00:35:46"}
{"amount": "", "attrs": {"action": "Backfill liquid-credit and relative-value sleeve amounts and replacement triggers.", "pattern": "Credit subtypes are easy to conflate.", "priority_rank": 6, "sme_verify": "Liquid credit or private credit substitute?", "source_path": "docs/quant-pitch-calendar.md"}, "confidence": 0.8, "created_at": "2026-06-22 00:35:46", "deadline": null, "id": "competitor-allocation-gap-relative-value-credit-allocation-row-relative-value-credit-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "competitor_allocation_gap", "status": "open", "strategy": "relative value / credit", "subject_id": "relative-value-credit-allocation-row", "subject_name": "Relative value credit allocation row", "subject_type": "peer_cluster", "updated_at": "2026-06-22 00:35:46"}
{"amount": "", "attrs": {"action": "Backfill platform AUM mapped to strategy sleeves and route manager-facing status.", "pattern": "Platform procurement is not the same as manager allocation.", "priority_rank": 7, "sme_verify": "Platform procurement or actual allocation?", "source_path": "docs/quant-pitch-calendar.md"}, "confidence": 0.82, "created_at": "2026-06-22 00:35:46", "deadline": null, "id": "competitor-allocation-gap-managed-accounts-liquid-alts-allocation-row-managed-accounts-liquid-alternatives-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "competitor_allocation_gap", "status": "open", "strategy": "managed accounts / liquid alternatives", "subject_id": "managed-accounts-liquid-alts-allocation-row", "subject_name": "Managed accounts liquid alts allocation row", "subject_type": "peer_cluster", "updated_at": "2026-06-22 00:35:46"}
{"amount": "", "attrs": {"action": "Find allocator rows where private-market pacing pressure creates liquid-alts demand.", "pattern": "Private-market liquidity substitutes compete only when the allocator problem is liquidity or pacing.", "priority_rank": 8, "sme_verify": "What problem is the buyer solving?", "source_path": "docs/quant-pitch-calendar.md"}, "confidence": 0.76, "created_at": "2026-06-22 00:35:46", "deadline": null, "id": "competitor-allocation-gap-private-market-liquidity-substitute-allocation-row-private-market-liquidity-substitute-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "competitor_allocation_gap", "status": "open", "strategy": "private-market liquidity substitute", "subject_id": "private-market-liquidity-substitute-allocation-row", "subject_name": "Private-market liquidity substitute allocation row", "subject_type": "peer_cluster", "updated_at": "2026-06-22 00:35:46"}
{"amount": "", "attrs": {"action": "Ask qt-06 against internal corpus and require amount class plus comparability risk.", "pattern": "Internal retrieval must not convert directional rows into exact AUM claims.", "priority_rank": 1, "sme_verify": "Does the answer preserve amount class?", "source_path": "data/recovered_loop_tick104_competitor_strategy_allocation_matrix.json"}, "confidence": 0.9, "created_at": "2026-06-22 00:35:56", "deadline": null, "id": "question-test-internal-competitor-allocation-corpus-test-repo-retrieval-baseline-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "question_test", "status": "open", "strategy": "repo retrieval baseline", "subject_id": "internal-competitor-allocation-corpus-test", "subject_name": "Internal competitor allocation corpus test", "subject_type": "surface", "updated_at": "2026-06-22 00:35:56"}
{"amount": "", "attrs": {"action": "Backfill annual-report and board-packet source rows with denominator and source date.", "pattern": "Official allocation proof needs strategy sleeve and denominator.", "priority_rank": 2, "sme_verify": "Does the document name the sleeve amount?", "source_path": "docs/quant-pitch-calendar.md"}, "confidence": 0.87, "created_at": "2026-06-22 00:35:56", "deadline": null, "id": "question-test-annual-report-board-packet-allocation-test-official-allocation-proof-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "question_test", "status": "open", "strategy": "official allocation proof", "subject_id": "annual-report-board-packet-allocation-test", "subject_name": "Annual report board packet allocation test", "subject_type": "surface", "updated_at": "2026-06-22 00:35:56"}
{"amount": "", "attrs": {"action": "Capture answer-engine responses for QIS, multi-strategy, and macro/CTA comparisons.", "pattern": "Allocation queries are high-risk for hallucinated market-size claims.", "priority_rank": 3, "sme_verify": "Which answer includes warning and source?", "source_path": "docs/quant-aeo-geo-content-backlog.md"}, "confidence": 0.83, "created_at": "2026-06-22 00:35:56", "deadline": null, "id": "question-test-competitor-public-answer-engine-test-aeo-geo-answer-testing-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "question_test", "status": "open", "strategy": "AEO GEO answer testing", "subject_id": "competitor-public-answer-engine-test", "subject_name": "Competitor public answer engine test", "subject_type": "surface", "updated_at": "2026-06-22 00:35:56"}
{"amount": "", "attrs": {"action": "Run workspace queries and preserve document/database lineage.", "pattern": "Workspace profile data is not enough without allocation lineage.", "priority_rank": 4, "sme_verify": "Which workspace source is first?", "source_path": "docs/quant-loop-operating-schedule.md"}, "confidence": 0.82, "created_at": "2026-06-22 00:35:56", "deadline": null, "id": "question-test-competitor-finance-workspace-test-workspace-allocation-lineage-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "question_test", "status": "open", "strategy": "workspace allocation lineage", "subject_id": "competitor-finance-workspace-test", "subject_name": "Competitor finance workspace test", "subject_type": "surface", "updated_at": "2026-06-22 00:35:56"}
{"amount": "", "attrs": {"action": "Run SME validation for amount comparability and competitor taxonomy.", "pattern": "SMEs can identify whether the actual competitor is hedge fund, QIS, passive, internal overlay, or managed account.", "priority_rank": 5, "sme_verify": "What did capital move to?", "source_path": "docs/quant-signal-validation.md"}, "confidence": 0.82, "created_at": "2026-06-22 00:35:56", "deadline": null, "id": "sme-validation-gap-competitor-allocation-sme-validation-test-amount-and-peer-taxonomy-validation-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "sme_validation_gap", "status": "open", "strategy": "amount and peer taxonomy validation", "subject_id": "competitor-allocation-sme-validation-test", "subject_name": "Competitor allocation SME validation test", "subject_type": "sme_call_task", "updated_at": "2026-06-22 00:35:56"}
{"amount": "", "attrs": {"action": "Produce comparison pages only with exact examples, missing rows, and comparability warnings.", "pattern": "AEO/GEO comparison pages need transparent source limitations to avoid overclaiming.", "priority_rank": 6, "sme_verify": "Which pages are ready?", "source_path": "data/recovered_loop_tick104_competitor_strategy_allocation_matrix.json"}, "confidence": 0.84, "created_at": "2026-06-22 00:35:56", "deadline": null, "id": "aeo-geo-asset-gap-competitor-comparison-aeo-geo-content-production-test-competitor-comparison-content-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "aeo_geo_asset_gap", "status": "open", "strategy": "competitor comparison content", "subject_id": "competitor-comparison-aeo-geo-content-production-test", "subject_name": "Competitor comparison AEO GEO content production test", "subject_type": "content_asset", "updated_at": "2026-06-22 00:35:56"}
{"amount": "", "attrs": {"action": "Execute hourly lane 07 and produce answer-engine surface, query-pack, and capture-ledger rows.", "pattern": "Answer-engine optimization is not useful unless the query, raw answer, citations, and pass/fail criteria are preserved.", "priority_rank": 1, "sme_verify": "Does the decision maker use this public engine or a platform-native/internal surface?", "source_path": "data/recovered_loop_tick97_hourly_goal_and_question_test_schedule.json"}, "confidence": 0.94, "created_at": "2026-06-22 00:41:21", "deadline": null, "id": "hourly-lane-execution-tick-105-aeo-geo-hour-07-control-plane-aeo-geo-public-answer-engines-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "hourly_lane_execution", "status": "active", "strategy": "AEO/GEO public answer engines", "subject_id": "tick-105-aeo-geo-hour-07-control-plane", "subject_name": "Tick 105 AEO GEO hour 07 control plane", "subject_type": "process", "updated_at": "2026-06-22 00:41:21"}
{"amount": "", "attrs": {"action": "Normalize ChatGPT Search, Google AI Overviews / AI Mode, Claude, Perplexity, and public discovery surface risks.", "pattern": "Each surface rewards different evidence structures and fails differently.", "priority_rank": 2, "sme_verify": "Which public engine is actually visible to the target decision maker?", "source_path": "docs/quant-aeo-geo-monitoring-matrix.md"}, "confidence": 0.9, "created_at": "2026-06-22 00:41:21", "deadline": null, "id": "aeo-geo-surface-gap-public-answer-engine-surface-matrix-lane-public-answer-surface-testing-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "aeo_geo_surface_gap", "status": "open", "strategy": "public answer surface testing", "subject_id": "public-answer-engine-surface-matrix-lane", "subject_name": "Public answer-engine surface matrix lane", "subject_type": "analysis_lane", "updated_at": "2026-06-22 00:41:21"}
{"amount": "", "attrs": {"action": "Bundle current pitch-now, funding, replacement, consultant, private-wealth, international, and competitor allocation queries for public engine testing.", "pattern": "AEO/GEO needs actual buyer questions, not generic educational prompts.", "priority_rank": 3, "sme_verify": "Does the query match how the decision maker asks the question?", "source_path": "data/recovered_loop_tick101_consultant_question_tests.json; data/recovered_loop_tick104_competitor_allocation_question_tests.json"}, "confidence": 0.88, "created_at": "2026-06-22 00:41:21", "deadline": null, "id": "query-test-gap-decision-maker-query-pack-lane-decision-maker-query-tests-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "query_test_gap", "status": "open", "strategy": "decision-maker query tests", "subject_id": "decision-maker-query-pack-lane", "subject_name": "Decision-maker query pack lane", "subject_type": "analysis_lane", "updated_at": "2026-06-22 00:41:21"}
{"amount": "", "attrs": {"action": "Require raw answer, citations, screenshot/transcript, pass/fail row, and negative evidence for each answer-engine run.", "pattern": "Without a ledger, answer quality cannot be audited or compared over time.", "priority_rank": 4, "sme_verify": "Does the capture prove what the surface answered?", "source_path": "data/recovered_loop_tick90_answer_engine_run_folder_templates.json"}, "confidence": 0.91, "created_at": "2026-06-22 00:41:21", "deadline": null, "id": "capture-ledger-gap-aeo-capture-ledger-schema-lane-evidence-capture-contract-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "capture_ledger_gap", "status": "active", "strategy": "evidence capture contract", "subject_id": "aeo-capture-ledger-schema-lane", "subject_name": "AEO capture ledger schema lane", "subject_type": "schema", "updated_at": "2026-06-22 00:41:21"}
{"amount": "", "attrs": {"action": "Block answer-engine success claims without run-date evidence, citations, required fields, freshness, and limitations.", "pattern": "Wrong owner, stale route, hallucinated AUM, or uncited fee/liquidity claims should become negative evidence.", "priority_rank": 5, "sme_verify": "Is the answer source-safe enough to influence outreach?", "source_path": "docs/quant-aeo-geo-monitoring-matrix.md"}, "confidence": 0.91, "created_at": "2026-06-22 00:41:21", "deadline": null, "id": "promotion-gate-answer-engine-correctness-promotion-gate-answer-correctness-control-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "promotion_gate", "status": "active", "strategy": "answer correctness control", "subject_id": "answer-engine-correctness-promotion-gate", "subject_name": "Answer-engine correctness promotion gate", "subject_type": "schema", "updated_at": "2026-06-22 00:41:21"}
{"amount": "", "attrs": {"action": "Preserve wrong, stale, generic, uncited, or unsupported answers as rebuttal-page and source-backfill tasks.", "pattern": "Failures are useful because they identify which public answers need corrective source-backed assets.", "priority_rank": 6, "sme_verify": "Which wrong answer would harm a pitch?", "source_path": "docs/quant-aeo-geo-monitoring-matrix.md"}, "confidence": 0.86, "created_at": "2026-06-22 00:41:21", "deadline": null, "id": "negative-evidence-gap-aeo-negative-evidence-queue-answer-failure-capture-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "negative_evidence_gap", "status": "open", "strategy": "answer failure capture", "subject_id": "aeo-negative-evidence-queue", "subject_name": "AEO negative evidence queue", "subject_type": "monitor_split_task", "updated_at": "2026-06-22 00:41:21"}
{"amount": "", "attrs": {"action": "After audit, route tick 106 to hour 08 finance workspaces and hidden databases unless public answer-engine blockers dominate.", "pattern": "The hourly loop should move from public engines into proprietary/internal workspaces next.", "priority_rank": 7, "sme_verify": "Should tick 106 move to finance workspaces or continue public AEO capture hardening?", "source_path": "docs/quant-loop-operating-schedule.md"}, "confidence": 0.9, "created_at": "2026-06-22 00:41:21", "deadline": null, "id": "next-hour-route-tick-105-next-hour-handoff-gate-hourly-loop-routing-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "next_hour_route", "status": "open", "strategy": "hourly loop routing", "subject_id": "tick-105-next-hour-handoff-gate", "subject_name": "Tick 105 next-hour handoff gate", "subject_type": "process", "updated_at": "2026-06-22 00:41:21"}
{"amount": "", "attrs": {"action": "Run decision-maker query pack and preserve raw answer plus citations.", "pattern": "Chat answers need current source links and direct conclusions.", "priority_rank": 1, "sme_verify": "Do allocators use ChatGPT Search for first-pass diligence?", "source_path": "docs/quant-aeo-geo-monitoring-matrix.md"}, "confidence": 0.86, "created_at": "2026-06-22 00:41:32", "deadline": null, "id": "aeo-geo-surface-gap-chatgpt-search-aeo-row-public-answer-surface-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "aeo_geo_surface_gap", "status": "open", "strategy": "public answer surface", "subject_id": "chatgpt-search-aeo-row", "subject_name": "ChatGPT Search AEO row", "subject_type": "answer_engine", "updated_at": "2026-06-22 00:41:32"}
{"amount": "", "attrs": {"action": "Capture AI Overview text, linked sources, and screenshots.", "pattern": "AI Overviews can choose different sources than ordinary search.", "priority_rank": 2, "sme_verify": "Which Google surface does the decision maker see?", "source_path": "docs/quant-aeo-geo-monitoring-matrix.md"}, "confidence": 0.84, "created_at": "2026-06-22 00:41:32", "deadline": null, "id": "aeo-geo-surface-gap-google-ai-overviews-ai-mode-row-google-generative-search-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "aeo_geo_surface_gap", "status": "open", "strategy": "Google generative search", "subject_id": "google-ai-overviews-ai-mode-row", "subject_name": "Google AI Overviews AI Mode row", "subject_type": "answer_engine", "updated_at": "2026-06-22 00:41:32"}
{"amount": "", "attrs": {"action": "Test ODD, consultant, and official-proof prompts with citation and limitation checks.", "pattern": "Claude can synthesize well but must not drift beyond source support.", "priority_rank": 3, "sme_verify": "Which Claude answer is trustworthy enough for diligence?", "source_path": "docs/quant-aeo-geo-monitoring-matrix.md"}, "confidence": 0.84, "created_at": "2026-06-22 00:41:32", "deadline": null, "id": "aeo-geo-surface-gap-claude-web-search-row-long-context-synthesis-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "aeo_geo_surface_gap", "status": "open", "strategy": "long-context synthesis", "subject_id": "claude-web-search-row", "subject_name": "Claude web search row", "subject_type": "answer_engine", "updated_at": "2026-06-22 00:41:32"}
{"amount": "", "attrs": {"action": "Capture citation lists, primary-source ratio, and source novelty.", "pattern": "Citation loops and weak domains are the main risk.", "priority_rank": 4, "sme_verify": "Are citations acceptable to a selector?", "source_path": "docs/quant-aeo-geo-monitoring-matrix.md"}, "confidence": 0.83, "created_at": "2026-06-22 00:41:32", "deadline": null, "id": "aeo-geo-surface-gap-perplexity-aeo-row-citation-forward-answer-testing-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "aeo_geo_surface_gap", "status": "open", "strategy": "citation-forward answer testing", "subject_id": "perplexity-aeo-row", "subject_name": "Perplexity AEO row", "subject_type": "answer_engine", "updated_at": "2026-06-22 00:41:32"}
{"amount": "", "attrs": {"action": "Capture advisor prompts and platform-native retrieved answers.", "pattern": "Decision makers may use platform-native AI rather than public engines.", "priority_rank": 5, "sme_verify": "Which CAIS prompt is actually used?", "source_path": "docs/quant-aeo-geo-content-backlog.md"}, "confidence": 0.84, "created_at": "2026-06-22 00:41:32", "deadline": null, "id": "platform-native-aeo-gap-cais-x-claude-platform-native-row-advisor-platform-retrieval-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "platform_native_aeo_gap", "status": "open", "strategy": "advisor platform retrieval", "subject_id": "cais-x-claude-platform-native-row", "subject_name": "CAIS x Claude platform-native row", "subject_type": "surface", "updated_at": "2026-06-22 00:41:32"}
{"amount": "", "attrs": {"action": "Capture missing fields, approval route, and source lineage for iCapital diligence.", "pattern": "Platform listability is a retrieval problem as much as a distribution problem.", "priority_rank": 6, "sme_verify": "Which iCapital field changes approval?", "source_path": "docs/quant-aeo-geo-content-backlog.md"}, "confidence": 0.82, "created_at": "2026-06-22 00:41:32", "deadline": null, "id": "platform-native-aeo-gap-icapital-platform-native-diligence-row-private-wealth-diligence-retrieval-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "platform_native_aeo_gap", "status": "open", "strategy": "private-wealth diligence retrieval", "subject_id": "icapital-platform-native-diligence-row", "subject_name": "iCapital platform-native diligence row", "subject_type": "surface", "updated_at": "2026-06-22 00:41:32"}
{"amount": "", "attrs": {"action": "Publish canonical HTML and mirror into PDF/deck with JSON-LD and source blocks.", "pattern": "Answer engines need stable, source-backed assets in multiple formats.", "priority_rank": 7, "sme_verify": "Which asset would be retrieved first?", "source_path": "docs/quant-aeo-geo-content-backlog.md"}, "confidence": 0.85, "created_at": "2026-06-22 00:41:32", "deadline": null, "id": "aeo-geo-asset-gap-canonical-html-pdf-deck-mirror-row-source-backed-mirrored-assets-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "aeo_geo_asset_gap", "status": "open", "strategy": "source-backed mirrored assets", "subject_id": "canonical-html-pdf-deck-mirror-row", "subject_name": "Canonical HTML PDF deck mirror row", "subject_type": "content_asset", "updated_at": "2026-06-22 00:41:32"}
{"amount": "", "attrs": {"action": "Turn failed answers into rebuttal pages and retest rows.", "pattern": "Wrong answers reveal where corrective content is needed.", "priority_rank": 8, "sme_verify": "Which wrong answer would damage outreach?", "source_path": "docs/quant-aeo-geo-monitoring-matrix.md"}, "confidence": 0.86, "created_at": "2026-06-22 00:41:32", "deadline": null, "id": "negative-evidence-gap-aeo-negative-evidence-rebuttal-row-failed-answer-capture-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "negative_evidence_gap", "status": "open", "strategy": "failed answer capture", "subject_id": "aeo-negative-evidence-rebuttal-row", "subject_name": "AEO negative evidence rebuttal row", "subject_type": "monitor_split_task", "updated_at": "2026-06-22 00:41:32"}
{"amount": "", "attrs": {"action": "Do not promote any answer-engine success without raw answer, citations, screenshot/transcript, run date, and pass/fail row.", "pattern": "The capture ledger is the proof surface for AEO/GEO work.", "priority_rank": 9, "sme_verify": "Does the evidence prove the answer?", "source_path": "data/recovered_loop_tick90_answer_engine_run_folder_templates.json"}, "confidence": 0.91, "created_at": "2026-06-22 00:41:32", "deadline": null, "id": "promotion-gate-public-answer-engine-capture-requirement-answer-capture-proof-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "promotion_gate", "status": "active", "strategy": "answer capture proof", "subject_id": "public-answer-engine-capture-requirement", "subject_name": "Public answer-engine capture requirement", "subject_type": "schema", "updated_at": "2026-06-22 00:41:32"}
{"amount": "", "attrs": {"action": "Use capture schema for every public answer-engine and platform-native run.", "pattern": "AEO/GEO claims require raw answer, citations, run date, and pass/fail evidence.", "priority_rank": 1, "sme_verify": "Does the capture prove the answer?", "source_path": "data/recovered_loop_tick90_answer_engine_run_folder_templates.json"}, "confidence": 0.92, "created_at": "2026-06-22 00:41:45", "deadline": null, "id": "capture-ledger-gap-tick-105-aeo-geo-capture-ledger-schema-answer-capture-proof-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "capture_ledger_gap", "status": "active", "strategy": "answer capture proof", "subject_id": "tick-105-aeo-geo-capture-ledger-schema", "subject_name": "Tick 105 AEO GEO capture ledger schema", "subject_type": "schema", "updated_at": "2026-06-22 00:41:45"}
{"amount": "", "attrs": {"action": "Run pitch-now query across public engines and capture route, owner, and proof gap.", "pattern": "Generic outreach advice fails this test.", "priority_rank": 2, "sme_verify": "Does answer expose a live route?", "source_path": "data/recovered_loop_tick98_pitch_now_question_test_rows.json"}, "confidence": 0.88, "created_at": "2026-06-22 00:41:45", "deadline": null, "id": "question-test-qt-00-pitch-now-public-engine-run-row-pitch-now-answer-testing-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "question_test", "status": "open", "strategy": "pitch-now answer testing", "subject_id": "qt-00-pitch-now-public-engine-run-row", "subject_name": "qt-00 pitch-now public engine run row", "subject_type": "run_folder_template", "updated_at": "2026-06-22 00:41:45"}
{"amount": "", "attrs": {"action": "Run consultant field query across public engines and CAIS x Claude where possible.", "pattern": "Brand-level consultant answers fail without field-level workflow.", "priority_rank": 3, "sme_verify": "Which field changes shortlist inclusion?", "source_path": "data/recovered_loop_tick101_consultant_question_tests.json"}, "confidence": 0.86, "created_at": "2026-06-22 00:41:45", "deadline": null, "id": "question-test-qt-03-consultant-workflow-public-engine-run-row-consultant-field-answer-testing-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "question_test", "status": "open", "strategy": "consultant field answer testing", "subject_id": "qt-03-consultant-workflow-public-engine-run-row", "subject_name": "qt-03 consultant workflow public engine run row", "subject_type": "run_folder_template", "updated_at": "2026-06-22 00:41:45"}
{"amount": "", "attrs": {"action": "Run private wealth owner query and capture platform/event route proof.", "pattern": "Private wealth answers must name owner or route, not generic channel.", "priority_rank": 4, "sme_verify": "Which route is pitchable now?", "source_path": "data/recovered_loop_tick102_private_wealth_question_tests.json"}, "confidence": 0.85, "created_at": "2026-06-22 00:41:45", "deadline": null, "id": "question-test-qt-04-private-wealth-public-engine-run-row-private-wealth-answer-testing-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "question_test", "status": "open", "strategy": "private wealth answer testing", "subject_id": "qt-04-private-wealth-public-engine-run-row", "subject_name": "qt-04 private wealth public engine run row", "subject_type": "run_folder_template", "updated_at": "2026-06-22 00:41:45"}
{"amount": "", "attrs": {"action": "Run official source proof query and capture hallucinated owner/sleeve failures.", "pattern": "Sovereign route answers are high-risk for invented titles.", "priority_rank": 5, "sme_verify": "Which official source proves owner and sleeve?", "source_path": "data/recovered_loop_tick103_international_allocator_question_tests.json"}, "confidence": 0.85, "created_at": "2026-06-22 00:41:45", "deadline": null, "id": "question-test-qt-05-international-allocator-public-engine-run-row-international-proof-answer-testing-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "question_test", "status": "open", "strategy": "international proof answer testing", "subject_id": "qt-05-international-allocator-public-engine-run-row", "subject_name": "qt-05 international allocator public engine run row", "subject_type": "run_folder_template", "updated_at": "2026-06-22 00:41:45"}
{"amount": "", "attrs": {"action": "Run allocation amount query and capture unsupported exact AUM failures.", "pattern": "Amount questions need denominator and comparability warnings.", "priority_rank": 6, "sme_verify": "Does answer preserve amount class?", "source_path": "data/recovered_loop_tick104_competitor_allocation_question_tests.json"}, "confidence": 0.84, "created_at": "2026-06-22 00:41:45", "deadline": null, "id": "question-test-qt-06-competitor-allocation-public-engine-run-row-competitor-allocation-answer-testing-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "question_test", "status": "open", "strategy": "competitor allocation answer testing", "subject_id": "qt-06-competitor-allocation-public-engine-run-row", "subject_name": "qt-06 competitor allocation public engine run row", "subject_type": "run_folder_template", "updated_at": "2026-06-22 00:41:45"}
{"amount": "", "attrs": {"action": "Run quant versus QIS and liquid-alts FAQ query across public engines.", "pattern": "Core FAQ pages need source-linked comparisons and red flags.", "priority_rank": 7, "sme_verify": "Which comparison answer is decision-useful?", "source_path": "docs/quant-aeo-geo-content-backlog.md"}, "confidence": 0.84, "created_at": "2026-06-22 00:41:45", "deadline": null, "id": "aeo-geo-asset-gap-allocator-core-faq-public-engine-run-row-core-comparison-answer-testing-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "aeo_geo_asset_gap", "status": "open", "strategy": "core comparison answer testing", "subject_id": "allocator-core-faq-public-engine-run-row", "subject_name": "allocator core FAQ public engine run row", "subject_type": "run_folder_template", "updated_at": "2026-06-22 00:41:45"}
{"amount": "", "attrs": {"action": "Execute hourly lane 08 and produce workspace surface, hidden database, and first-result question-test rows.", "pattern": "Allocator influence can sit inside private workspace retrieval, not only public web answers.", "priority_rank": 1, "sme_verify": "Which private workspace does the target analyst or advisor use first?", "source_path": "data/recovered_loop_tick97_hourly_goal_and_question_test_schedule.json"}, "confidence": 0.94, "created_at": "2026-06-22 00:49:33", "deadline": null, "id": "hourly-lane-execution-tick-106-finance-workspace-hour-08-control-plane-finance-workspaces-and-hidden-databases-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "hourly_lane_execution", "status": "active", "strategy": "finance workspaces and hidden databases", "subject_id": "tick-106-finance-workspace-hour-08-control-plane", "subject_name": "Tick 106 finance workspace hour 08 control plane", "subject_type": "process", "updated_at": "2026-06-22 00:49:33"}
{"amount": "", "attrs": {"action": "Normalize each finance workspace by answer shape, evidence fields, capture requirements, and failure mode.", "pattern": "Bloomberg, FactSet, AlphaSense, CAIS, iCapital, Aksia, eVestment, Preqin, PitchBook, Aladdin, and enterprise copilots expose different decision surfaces.", "priority_rank": 2, "sme_verify": "Which surface is first-screen for the target workflow?", "source_path": "docs/quant-aeo-geo-content-backlog.md"}, "confidence": 0.9, "created_at": "2026-06-22 00:49:33", "deadline": null, "id": "workflow-retrieval-surface-finance-workspace-surface-matrix-lane-private-workspace-discovery-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "workflow_retrieval_surface", "status": "open", "strategy": "private workspace discovery", "subject_id": "finance-workspace-surface-matrix-lane", "subject_name": "Finance workspace surface matrix lane", "subject_type": "analysis_lane", "updated_at": "2026-06-22 00:49:33"}
{"amount": "", "attrs": {"action": "Capture profile fields, export paths, listability requirements, performance fields, terms fields, investor maps, and missing field blockers.", "pattern": "Gated database fields can determine whether a manager appears pitchable before any meeting happens.", "priority_rank": 3, "sme_verify": "Does the database expose exportable profile fields or only gated search results?", "source_path": "data/recovered_loop_tick79_consultant_database_mapping.json"}, "confidence": 0.88, "created_at": "2026-06-22 00:49:33", "deadline": null, "id": "manager-database-hidden-database-field-matrix-lane-hidden-database-field-extraction-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "manager_database", "status": "open", "strategy": "hidden database field extraction", "subject_id": "hidden-database-field-matrix-lane", "subject_name": "Hidden database field matrix lane", "subject_type": "analysis_lane", "updated_at": "2026-06-22 00:49:33"}
{"amount": "", "attrs": {"action": "Run the question 'Which private database result would an analyst see first?' across research, consultant, private-wealth, and internal copilot surfaces.", "pattern": "First-result rank is a hidden AEO/GEO signal for non-public workspaces.", "priority_rank": 4, "sme_verify": "Would this query wording match the analyst's actual workflow?", "source_path": "data/recovered_loop_tick105_aeo_geo_capture_ledger_schema.json"}, "confidence": 0.88, "created_at": "2026-06-22 00:49:33", "deadline": null, "id": "question-test-gap-private-database-first-result-question-lane-workspace-question-tests-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "question_test_gap", "status": "open", "strategy": "workspace question tests", "subject_id": "private-database-first-result-question-lane", "subject_name": "Private database first-result question lane", "subject_type": "question_test", "updated_at": "2026-06-22 00:49:33"}
{"amount": "", "attrs": {"action": "Block workspace success claims without workspace, query, first result, underlying source, rank, freshness, export path, and missing fields.", "pattern": "Private workspace answers are actionable only when the raw source lineage is preserved.", "priority_rank": 5, "sme_verify": "Does the captured row prove what the workspace showed?", "source_path": "docs/quant-aeo-geo-monitoring-matrix.md"}, "confidence": 0.91, "created_at": "2026-06-22 00:49:33", "deadline": null, "id": "source-lineage-gate-finance-workspace-source-lineage-gate-private-workspace-evidence-control-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "source_lineage_gate", "status": "active", "strategy": "private workspace evidence control", "subject_id": "finance-workspace-source-lineage-gate", "subject_name": "Finance workspace source lineage gate", "subject_type": "schema", "updated_at": "2026-06-22 00:49:33"}
{"amount": "", "attrs": {"action": "Preserve opaque, stale, black-box, or non-exportable private workspace outputs as negative evidence and source-backfill tasks.", "pattern": "Opaque private workspace answers can be more dangerous than public hallucinations because they look authoritative.", "priority_rank": 6, "sme_verify": "Which missing source-lineage field would block investment committee use?", "source_path": "docs/quant-aeo-geo-monitoring-matrix.md"}, "confidence": 0.86, "created_at": "2026-06-22 00:49:33", "deadline": null, "id": "negative-evidence-gap-workspace-proprietary-source-opacity-queue-workspace-failure-capture-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "negative_evidence_gap", "status": "open", "strategy": "workspace failure capture", "subject_id": "workspace-proprietary-source-opacity-queue", "subject_name": "Workspace proprietary-source opacity queue", "subject_type": "monitor_split_task", "updated_at": "2026-06-22 00:49:33"}
{"amount": "", "attrs": {"action": "Add platform profile owners, diligence owners, data admins, and knowledge taxonomy owners as influence targets.", "pattern": "The person who controls profile completeness or retrieval taxonomy can influence whether the fund appears in buyer workflows.", "priority_rank": 7, "sme_verify": "Who updates the manager profile and who approves field changes?", "source_path": "docs/quant-source-family-ingest-queue.md"}, "confidence": 0.84, "created_at": "2026-06-22 00:49:33", "deadline": null, "id": "personnel-gap-platform-native-diligence-owner-queue-hidden-influencer-expansion-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "personnel_gap", "status": "open", "strategy": "hidden influencer expansion", "subject_id": "platform-native-diligence-owner-queue", "subject_name": "Platform-native diligence owner queue", "subject_type": "personnel_gap", "updated_at": "2026-06-22 00:49:33"}
{"amount": "", "attrs": {"action": "After audit, route tick 107 to historical motion verification unless private workspace source-lineage blockers dominate.", "pattern": "Historical motion is the next verification layer after hidden workspace surfaces are normalized.", "priority_rank": 8, "sme_verify": "Should the next tick verify historical motion or continue workspace-field extraction?", "source_path": "docs/quant-loop-operating-schedule.md"}, "confidence": 0.9, "created_at": "2026-06-22 00:49:33", "deadline": null, "id": "next-hour-route-tick-106-next-hour-handoff-gate-hourly-loop-routing-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "next_hour_route", "status": "open", "strategy": "hourly loop routing", "subject_id": "tick-106-next-hour-handoff-gate", "subject_name": "Tick 106 next-hour handoff gate", "subject_type": "process", "updated_at": "2026-06-22 00:49:33"}
{"amount": "", "attrs": {"action": "Capture terminal query, first result, event or filing lineage, timestamp, and export path before treating the answer as actionable.", "pattern": "Traceable finance numbers need terminal context and reproducible lineage.", "priority_rank": 1, "sme_verify": "Can the analyst export or cite the same result outside the terminal?", "source_path": "docs/quant-aeo-geo-monitoring-matrix.md"}, "confidence": 0.86, "created_at": "2026-06-22 00:49:43", "deadline": null, "id": "workflow-retrieval-surface-bloomberg-terminal-askb-workspace-row-terminal-native-finance-discovery-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "workflow_retrieval_surface", "status": "open", "strategy": "terminal-native finance discovery", "subject_id": "bloomberg-terminal-askb-workspace-row", "subject_name": "Bloomberg Terminal / ASKB workspace row", "subject_type": "vendor", "updated_at": "2026-06-22 00:49:43"}
{"amount": "", "attrs": {"action": "Capture analytics module, transcript or filing references, factor fields, and provenance for each FactSet AI answer.", "pattern": "Mixed analytics summaries need source proof before outreach use.", "priority_rank": 2, "sme_verify": "Which module produced the answer and what source documents support it?", "source_path": "docs/quant-aeo-geo-monitoring-matrix.md"}, "confidence": 0.84, "created_at": "2026-06-22 00:49:43", "deadline": null, "id": "workflow-retrieval-surface-factset-ai-workspace-row-portfolio-analytics-discovery-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "workflow_retrieval_surface", "status": "open", "strategy": "portfolio analytics discovery", "subject_id": "factset-ai-workspace-row", "subject_name": "FactSet AI workspace row", "subject_type": "vendor", "updated_at": "2026-06-22 00:49:43"}
{"amount": "", "attrs": {"action": "Capture first document, document date, excerpt, publisher, freshness delta, and export path for AlphaSense answers.", "pattern": "Freshness and document provenance control whether the answer is usable.", "priority_rank": 3, "sme_verify": "Is the cited source current enough for a pitch-now claim?", "source_path": "docs/quant-aeo-geo-monitoring-matrix.md"}, "confidence": 0.86, "created_at": "2026-06-22 00:49:43", "deadline": null, "id": "workflow-retrieval-surface-alphasense-workspace-row-document-first-research-discovery-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "workflow_retrieval_surface", "status": "open", "strategy": "document-first research discovery", "subject_id": "alphasense-workspace-row", "subject_name": "AlphaSense workspace row", "subject_type": "vendor", "updated_at": "2026-06-22 00:49:43"}
{"amount": "", "attrs": {"action": "Prepare advisor prompt tests and capture model-portfolio, home-office, and asset-manager packet fields.", "pattern": "Advisor-facing AI can shape private wealth distribution before a sales conversation.", "priority_rank": 4, "sme_verify": "Which advisor prompt actually retrieves the product or education packet?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md"}, "confidence": 0.86, "created_at": "2026-06-22 00:49:43", "deadline": null, "id": "ai-discovery-surface-cais-x-claude-workspace-row-private-wealth-advisor-discovery-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "ai_discovery_surface", "status": "open", "strategy": "private wealth advisor discovery", "subject_id": "cais-x-claude-workspace-row", "subject_name": "CAIS x Claude workspace row", "subject_type": "private_wealth_platform", "updated_at": "2026-06-22 00:49:43"}
{"amount": "", "attrs": {"action": "Map fund data, subscription, DDQ, advisor education, portfolio fit, and reporting artifacts into a platform-compatible packet.", "pattern": "A complete data and reporting packet improves platform-native listability.", "priority_rank": 5, "sme_verify": "Who owns the platform diligence field labels and approval path?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md"}, "confidence": 0.85, "created_at": "2026-06-22 00:49:43", "deadline": null, "id": "manager-onboarding-icapital-diligence-marketplace-row-platform-listability-and-diligence-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "manager_onboarding", "status": "open", "strategy": "platform listability and diligence", "subject_id": "icapital-diligence-marketplace-row", "subject_name": "iCapital diligence marketplace row", "subject_type": "private_wealth_platform", "updated_at": "2026-06-22 00:49:43"}
{"amount": "", "attrs": {"action": "Capture portal path, packet fields, ODD fields, risk reporting fields, client retrieval surface, and named research people.", "pattern": "Consultant portal visibility depends on field completeness and research-owner workflow.", "priority_rank": 6, "sme_verify": "Which Aksia field or owner blocks a manager from appearing in client retrieval?", "source_path": "data/recovered_loop_tick79_consultant_database_mapping.json"}, "confidence": 0.87, "created_at": "2026-06-22 00:49:43", "deadline": null, "id": "consultant-database-update-aksia-max-manager-portal-workspace-row-consultant-odd-and-manager-packet-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "consultant_database_update", "status": "open", "strategy": "consultant ODD and manager packet", "subject_id": "aksia-max-manager-portal-workspace-row", "subject_name": "Aksia MAX Manager Portal workspace row", "subject_type": "consultant_database", "updated_at": "2026-06-22 00:49:43"}
{"amount": "", "attrs": {"action": "Refresh manager profile, strategy, performance, terms, export path, record freshness, and CalPERS route linkage.", "pattern": "eVestment profile completeness can gate public pension search visibility.", "priority_rank": 7, "sme_verify": "Does eVestment expose exportable profile fields or only a gated search result?", "source_path": "data/recovered_loop_tick79_consultant_database_mapping.json; data/recovered_loop_tick70_parent_live_verified_official_sources.json"}, "confidence": 0.88, "created_at": "2026-06-22 00:49:43", "deadline": null, "id": "manager-database-evestment-nasdaq-manager-profile-row-public-manager-search-and-manager-profile-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "manager_database", "status": "open", "strategy": "public manager search and manager profile", "subject_id": "evestment-nasdaq-manager-profile-row", "subject_name": "eVestment Nasdaq manager profile row", "subject_type": "manager_database", "updated_at": "2026-06-22 00:49:43"}
{"amount": "", "attrs": {"action": "Normalize fund profile, manager profile, investor map, fundraising status, performance, terms, and people fields.", "pattern": "Investor-map surfaces can identify hidden owners and competitor allocation paths.", "priority_rank": 8, "sme_verify": "Which database exposes the richer manager-profile surface for this strategy?", "source_path": "data/recovered_loop_tick61_source_family_acquisition_signals.json"}, "confidence": 0.82, "created_at": "2026-06-22 00:49:43", "deadline": null, "id": "manager-database-preqin-pitchbook-investor-map-row-investor-map-and-fundraising-intelligence-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "manager_database", "status": "open", "strategy": "investor map and fundraising intelligence", "subject_id": "preqin-pitchbook-investor-map-row", "subject_name": "Preqin PitchBook investor map row", "subject_type": "manager_database", "updated_at": "2026-06-22 00:49:43"}
{"amount": "", "attrs": {"action": "Create canonical titles, dated memos, spreadsheet mirrors, and decision-log links for internal copilot retrieval.", "pattern": "Internal permissioned files can decide what committee members see first.", "priority_rank": 9, "sme_verify": "Which SharePoint or Teams file is the current source of truth?", "source_path": "docs/quant-aeo-geo-content-backlog.md"}, "confidence": 0.83, "created_at": "2026-06-22 00:49:43", "deadline": null, "id": "workflow-retrieval-surface-microsoft-365-copilot-sharepoint-teams-workspace-row-internal-committee-retrieval-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "workflow_retrieval_surface", "status": "open", "strategy": "internal committee retrieval", "subject_id": "microsoft-365-copilot-sharepoint-teams-workspace-row", "subject_name": "Microsoft 365 Copilot SharePoint Teams workspace row", "subject_type": "enterprise_copilot", "updated_at": "2026-06-22 00:49:43"}
{"amount": "", "attrs": {"action": "Prepare knowledge-base-ready titles, tags, dated DDQ history, ODD notes, and committee-decision evidence.", "pattern": "Taxonomy and stale internal documents can outrank current evidence.", "priority_rank": 10, "sme_verify": "Which tag or canonical title controls retrieval in the target organization?", "source_path": "docs/quant-aeo-geo-content-backlog.md"}, "confidence": 0.82, "created_at": "2026-06-22 00:49:43", "deadline": null, "id": "workflow-retrieval-surface-glean-rovo-enterprise-knowledge-workspace-row-internal-ddq-and-odd-retrieval-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "workflow_retrieval_surface", "status": "open", "strategy": "internal DDQ and ODD retrieval", "subject_id": "glean-rovo-enterprise-knowledge-workspace-row", "subject_name": "Glean Rovo enterprise knowledge workspace row", "subject_type": "enterprise_copilot", "updated_at": "2026-06-22 00:49:43"}
{"amount": "", "attrs": {"action": "Run the canonical first-result question across corpus, research workspaces, consultant databases, private wealth platforms, enterprise copilots, SME validation, and negative evidence.", "pattern": "Private first-result ranking is a hidden AEO/GEO signal.", "priority_rank": 1, "sme_verify": "What would the analyst actually see first?", "source_path": "data/recovered_loop_tick105_aeo_geo_capture_ledger_schema.json"}, "confidence": 0.9, "created_at": "2026-06-22 00:49:52", "deadline": null, "id": "question-test-gap-tick-106-hidden-database-question-tests-private-database-first-result-testing-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "question_test_gap", "status": "active", "strategy": "private database first-result testing", "subject_id": "tick-106-hidden-database-question-tests", "subject_name": "Tick 106 hidden database question tests", "subject_type": "question_test", "updated_at": "2026-06-22 00:49:52"}
{"amount": "", "attrs": {"action": "Capture raw answer, first document, document date, source lineage, export path, and freshness delta from Bloomberg, FactSet, or AlphaSense.", "pattern": "Research workspace answers require document-level provenance.", "priority_rank": 2, "sme_verify": "Which research workspace is used first for this query?", "source_path": "docs/quant-aeo-geo-monitoring-matrix.md"}, "confidence": 0.85, "created_at": "2026-06-22 00:49:52", "deadline": null, "id": "workflow-retrieval-surface-hdq-research-workspace-test-research-workspace-first-result-test-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "workflow_retrieval_surface", "status": "open", "strategy": "research workspace first-result test", "subject_id": "hdq-research-workspace-test", "subject_name": "HDQ research workspace test", "subject_type": "question_test", "updated_at": "2026-06-22 00:49:52"}
{"amount": "", "attrs": {"action": "Capture first profile, profile fields, export path, strategy classification, performance fields, terms fields, people fields, and freshness.", "pattern": "Manager database profile rank can gate consultant and public pension visibility.", "priority_rank": 3, "sme_verify": "Which profile fields are visible and exportable?", "source_path": "data/recovered_loop_tick79_consultant_database_mapping.json"}, "confidence": 0.87, "created_at": "2026-06-22 00:49:52", "deadline": null, "id": "manager-database-hdq-consultant-manager-database-test-consultant-and-manager-database-first-result-test-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "manager_database", "status": "open", "strategy": "consultant and manager database first-result test", "subject_id": "hdq-consultant-manager-database-test", "subject_name": "HDQ consultant manager database test", "subject_type": "question_test", "updated_at": "2026-06-22 00:49:52"}
{"amount": "", "attrs": {"action": "Capture advisor prompt, first result, model-portfolio language, diligence fields, reporting artifacts, and owner gaps for CAIS and iCapital.", "pattern": "Advisor AI and platform-native search can determine what private wealth sees first.", "priority_rank": 4, "sme_verify": "Which advisor prompt retrieves the product or education packet?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md"}, "confidence": 0.85, "created_at": "2026-06-22 00:49:52", "deadline": null, "id": "ai-discovery-surface-hdq-private-wealth-platform-test-private-wealth-platform-first-result-test-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "ai_discovery_surface", "status": "open", "strategy": "private wealth platform first-result test", "subject_id": "hdq-private-wealth-platform-test", "subject_name": "HDQ private wealth platform test", "subject_type": "question_test", "updated_at": "2026-06-22 00:49:52"}
{"amount": "", "attrs": {"action": "Capture first file, owner, title, tags, freshness, permission path, and stale-conflict flag from Microsoft 365 Copilot, Glean, or Rovo.", "pattern": "Internal search and copilot ranking can shape committee perception.", "priority_rank": 5, "sme_verify": "Which internal file is treated as current source of truth?", "source_path": "docs/quant-aeo-geo-content-backlog.md"}, "confidence": 0.82, "created_at": "2026-06-22 00:49:52", "deadline": null, "id": "workflow-retrieval-surface-hdq-enterprise-copilot-test-internal-enterprise-copilot-first-file-test-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "workflow_retrieval_surface", "status": "open", "strategy": "internal enterprise copilot first-file test", "subject_id": "hdq-enterprise-copilot-test", "subject_name": "HDQ enterprise copilot test", "subject_type": "question_test", "updated_at": "2026-06-22 00:49:52"}
{"amount": "", "attrs": {"action": "Ask SMEs what system they open first, what query they type, what appears first, and who owns profile or source-of-truth updates.", "pattern": "Inferred workspace influence must be validated by user behavior.", "priority_rank": 6, "sme_verify": "Can an SME reproduce the first-result row?", "source_path": "docs/quant-signal-validation.md"}, "confidence": 0.84, "created_at": "2026-06-22 00:49:52", "deadline": null, "id": "sme-verification-gap-hdq-sme-validation-test-workspace-behavior-validation-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "sme_verification_gap", "status": "open", "strategy": "workspace behavior validation", "subject_id": "hdq-sme-validation-test", "subject_name": "HDQ SME validation test", "subject_type": "sme_call_task", "updated_at": "2026-06-22 00:49:52"}
{"amount": "", "attrs": {"action": "Preserve missing lineage, stale source, non-exportable field, black-box summary, and permission failure rows as remediation tasks.", "pattern": "A hidden database failure tells us exactly which evidence asset or field owner is missing.", "priority_rank": 7, "sme_verify": "Which missing field makes the answer unusable?", "source_path": "docs/quant-aeo-geo-monitoring-matrix.md"}, "confidence": 0.86, "created_at": "2026-06-22 00:49:52", "deadline": null, "id": "negative-evidence-gap-hdq-negative-evidence-audit-private-workspace-failure-capture-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "negative_evidence_gap", "status": "open", "strategy": "private workspace failure capture", "subject_id": "hdq-negative-evidence-audit", "subject_name": "HDQ negative evidence audit", "subject_type": "monitor_split_task", "updated_at": "2026-06-22 00:49:52"}
{"amount": "", "attrs": {"action": "Execute hourly lane 09 and produce historical motion schema, lane, downgrade, and SME verification rows.", "pattern": "Historical motion signals become usable when before/after and SME verification are attached.", "priority_rank": 1, "sme_verify": "What changed over time and can an SME verify it?", "source_path": "data/recovered_loop_tick97_hourly_goal_and_question_test_schedule.json"}, "confidence": 0.94, "created_at": "2026-06-22 00:53:37", "deadline": null, "id": "hourly-lane-execution-tick-107-historical-motion-hour-09-control-plane-temporal-motion-verification-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "hourly_lane_execution", "status": "active", "strategy": "temporal motion verification", "subject_id": "tick-107-historical-motion-hour-09-control-plane", "subject_name": "Tick 107 historical motion hour 09 control plane", "subject_type": "process", "updated_at": "2026-06-22 00:53:37"}
{"amount": "", "attrs": {"action": "Require event date, type, before state, after state, actor, organization, source proof, influence path, pitch implication, and SME question.", "pattern": "A dated before/after schema prevents vague historical anecdotes from becoming false active signals.", "priority_rank": 2, "sme_verify": "Can the before and after states be independently verified?", "source_path": "data/recovered_loop_tick92_allocator_provider_temporal_coverage_audit.json"}, "confidence": 0.91, "created_at": "2026-06-22 00:53:37", "deadline": null, "id": "temporal-motion-schema-temporal-motion-event-schema-lane-historical-event-normalization-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "temporal_motion_schema", "status": "active", "strategy": "historical event normalization", "subject_id": "temporal-motion-event-schema-lane", "subject_name": "Temporal motion event schema lane", "subject_type": "schema", "updated_at": "2026-06-22 00:53:37"}
{"amount": "", "attrs": {"action": "Backfill CIO, deputy CIO, asset-class head, consultant, board, and platform-owner job or title changes with before/after authority fields.", "pattern": "A title change can create both stale relationship risk and a new pitch-window owner.", "priority_rank": 3, "sme_verify": "Did the person gain, lose, or change real allocation authority?", "source_path": "data/recovered_loop_tick92_allocator_provider_temporal_coverage_audit.json"}, "confidence": 0.86, "created_at": "2026-06-22 00:53:37", "deadline": null, "id": "person-title-motion-gap-person-title-change-lane-personnel-title-and-authority-changes-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "person_title_motion_gap", "status": "open", "strategy": "personnel title and authority changes", "subject_id": "person-title-change-lane", "subject_name": "Person title change lane", "subject_type": "temporal_surface", "updated_at": "2026-06-22 00:53:37"}
{"amount": "", "attrs": {"action": "Backfill fund launches, closures, disbandments, PM moves, team changes, strategy wind-downs, and firm M&A events for manager and competitor universes.", "pattern": "Fund lifecycle events can explain allocator replacement demand and competitor allocation churn.", "priority_rank": 4, "sme_verify": "Did the lifecycle event free capital, impair trust, or only affect branding?", "source_path": "data/recovered_loop_tick92_allocator_provider_temporal_coverage_audit.json"}, "confidence": 0.84, "created_at": "2026-06-22 00:53:37", "deadline": null, "id": "fund-lifecycle-gap-fund-lifecycle-motion-lane-fund-launches-closures-disbandments-and-pm-moves-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "fund_lifecycle_gap", "status": "open", "strategy": "fund launches closures disbandments and PM moves", "subject_id": "fund-lifecycle-motion-lane", "subject_name": "Fund lifecycle motion lane", "subject_type": "temporal_surface", "updated_at": "2026-06-22 00:53:37"}
{"amount": "", "attrs": {"action": "Normalize monthly disclosures, board packets, and replacement rows into hire, termination, follow-on, amendment, allocation-change, and placement-agent fields.", "pattern": "Manager-motion tapes reveal replacement and launch windows before broad public narratives do.", "priority_rank": 5, "sme_verify": "Which rows are true hires or terminations versus routine position changes?", "source_path": "data/recovered_loop_tick15_historical_motion_signals.json; docs/quant-pitch-calendar.md"}, "confidence": 0.88, "created_at": "2026-06-22 00:53:37", "deadline": null, "id": "manager-hire-termination-tape-manager-hire-termination-allocation-lane-manager-hires-terminations-transactions-and-allocation-changes-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "manager_hire_termination_tape", "status": "open", "strategy": "manager hires terminations transactions and allocation changes", "subject_id": "manager-hire-termination-allocation-lane", "subject_name": "Manager hire termination allocation lane", "subject_type": "temporal_surface", "updated_at": "2026-06-22 00:53:37"}
{"amount": "", "attrs": {"action": "Backfill consultant ownership, merger, conflict, renewal, platform-product, portal, and research-team changes.", "pattern": "A consultant or OCIO ownership event can change which gatekeeper route is credible.", "priority_rank": 6, "sme_verify": "Did the merger or conflict change client workflow or only firm branding?", "source_path": "data/recovered_loop_tick92_allocator_provider_temporal_coverage_audit.json"}, "confidence": 0.82, "created_at": "2026-06-22 00:53:37", "deadline": null, "id": "consultant-merger-conflict-gap-consultant-merger-conflict-lane-consultant-ownership-merger-conflict-and-gatekeeper-changes-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "consultant_merger_conflict_gap", "status": "open", "strategy": "consultant ownership merger conflict and gatekeeper changes", "subject_id": "consultant-merger-conflict-lane", "subject_name": "Consultant merger conflict lane", "subject_type": "temporal_surface", "updated_at": "2026-06-22 00:53:37"}
{"amount": "", "attrs": {"action": "Keep historical events as pattern evidence unless current timing, intake route, owner, review, replacement trigger, or SME-confirmed window exists.", "pattern": "Historical manager motion can explain buying behavior but does not itself prove a live pitch window.", "priority_rank": 7, "sme_verify": "Is this a current opening or only historical context?", "source_path": "data/recovered_loop_tick81_negative_evidence_and_kill_rules.json"}, "confidence": 0.9, "created_at": "2026-06-22 00:53:37", "deadline": null, "id": "historical-motion-downgrade-gate-historical-motion-downgrade-gate-historical-motion-promotion-control-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "historical_motion_downgrade_gate", "status": "active", "strategy": "historical motion promotion control", "subject_id": "historical-motion-downgrade-gate", "subject_name": "Historical motion downgrade gate", "subject_type": "schema", "updated_at": "2026-06-22 00:53:37"}
{"amount": "", "attrs": {"action": "After audit, route tick 108 to personnel universe expansion unless historical lifecycle blockers dominate.", "pattern": "Historical motion naturally yields named people who need current-title and influence-path expansion.", "priority_rank": 8, "sme_verify": "Which named people should the next tick expand first?", "source_path": "docs/quant-loop-operating-schedule.md"}, "confidence": 0.9, "created_at": "2026-06-22 00:53:37", "deadline": null, "id": "next-hour-route-tick-107-next-hour-handoff-gate-hourly-loop-routing-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "next_hour_route", "status": "open", "strategy": "hourly loop routing", "subject_id": "tick-107-next-hour-handoff-gate", "subject_name": "Tick 107 next-hour handoff gate", "subject_type": "process", "updated_at": "2026-06-22 00:53:37"}
{"amount": "", "attrs": {"action": "Use the 17-field schema for every historical motion row before promotion.", "pattern": "Before/after fields are the difference between useful history and vague anecdote.", "priority_rank": 1, "sme_verify": "Can the event be explained from the row alone?", "source_path": "docs/quant-signal-validation.md"}, "confidence": 0.91, "created_at": "2026-06-22 00:53:48", "deadline": null, "id": "temporal-motion-schema-tick-107-temporal-motion-schema-historical-motion-field-contract-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "temporal_motion_schema", "status": "active", "strategy": "historical motion field contract", "subject_id": "tick-107-temporal-motion-schema", "subject_name": "Tick 107 temporal motion schema", "subject_type": "schema", "updated_at": "2026-06-22 00:53:48"}
{"amount": "", "attrs": {"action": "Capture job, title, authority, employer, and committee changes with before/after owner fields.", "pattern": "Title changes can invalidate old relationship maps.", "priority_rank": 2, "sme_verify": "Did the title change alter decision authority?", "source_path": "data/recovered_loop_tick92_allocator_provider_temporal_coverage_audit.json"}, "confidence": 0.85, "created_at": "2026-06-22 00:53:48", "deadline": null, "id": "person-title-motion-gap-person-title-change-event-type-authority-change-tracking-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "person_title_motion_gap", "status": "open", "strategy": "authority-change tracking", "subject_id": "person-title-change-event-type", "subject_name": "Person title change event type", "subject_type": "temporal_event_type", "updated_at": "2026-06-22 00:53:48"}
{"amount": "", "attrs": {"action": "Capture manager, mandate, amount/share, strategy, date, and source document for new hires and commitments.", "pattern": "New manager rows expose active capital motion and peer strategy demand.", "priority_rank": 3, "sme_verify": "Is this a new mandate or routine position movement?", "source_path": "data/recovered_loop_tick89_public_pension_evidence_ledger_schema.json"}, "confidence": 0.86, "created_at": "2026-06-22 00:53:48", "deadline": null, "id": "manager-hire-termination-tape-manager-hire-event-type-manager-hire-and-commitment-tape-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "manager_hire_termination_tape", "status": "open", "strategy": "manager hire and commitment tape", "subject_id": "manager-hire-event-type", "subject_name": "Manager hire event type", "subject_type": "temporal_event_type", "updated_at": "2026-06-22 00:53:48"}
{"amount": "", "attrs": {"action": "Capture incumbent, reason, sleeve, date, replacement/refill path, and downgrade status for terminations and watchlists.", "pattern": "Replacement opportunities often appear before RFPs as manager reviews, board motions, and disclosure rows.", "priority_rank": 4, "sme_verify": "Did the termination create open capital, replacement capital, or only housekeeping?", "source_path": "data/recovered_loop_tick72_low_performer_replacement_evidence_queue.json"}, "confidence": 0.88, "created_at": "2026-06-22 00:53:48", "deadline": null, "id": "manager-termination-manager-termination-event-type-replacement-capital-trigger-detection-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "manager_termination", "status": "open", "strategy": "replacement-capital trigger detection", "subject_id": "manager-termination-event-type", "subject_name": "Manager termination event type", "subject_type": "temporal_event_type", "updated_at": "2026-06-22 00:53:48"}
{"amount": "", "attrs": {"action": "Capture before/after policy target, actual allocation, pacing, commitment, rebalance, or sleeve mix.", "pattern": "Dated allocation motion is the cleanest bridge from history to current pitch timing.", "priority_rank": 5, "sme_verify": "What changed in capital, not just language?", "source_path": "docs/quant-signal-validation.md"}, "confidence": 0.86, "created_at": "2026-06-22 00:53:48", "deadline": null, "id": "allocation-change-allocation-change-event-type-before-after-allocation-motion-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "allocation_change", "status": "open", "strategy": "before after allocation motion", "subject_id": "allocation-change-event-type", "subject_name": "Allocation change event type", "subject_type": "temporal_event_type", "updated_at": "2026-06-22 00:53:48"}
{"amount": "", "attrs": {"action": "Capture launches, closures, disbandments, PM departures, team changes, strategy wind-downs, and product relaunches.", "pattern": "Lifecycle events create competitor and allocator timing signals when linked to capital or trust impact.", "priority_rank": 6, "sme_verify": "Did this change allocator behavior?", "source_path": "data/recovered_loop_tick92_allocator_provider_temporal_coverage_audit.json"}, "confidence": 0.84, "created_at": "2026-06-22 00:53:48", "deadline": null, "id": "fund-lifecycle-gap-fund-lifecycle-event-type-fund-lifecycle-and-competitor-churn-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "fund_lifecycle_gap", "status": "open", "strategy": "fund lifecycle and competitor churn", "subject_id": "fund-lifecycle-event-type", "subject_name": "Fund lifecycle event type", "subject_type": "temporal_event_type", "updated_at": "2026-06-22 00:53:48"}
{"amount": "", "attrs": {"action": "Capture dated merger, acquisition, partnership, ownership, or conflict events with client workflow implications.", "pattern": "Ownership changes matter only when they alter gatekeeper credibility or workflow.", "priority_rank": 7, "sme_verify": "Did the event change the client route?", "source_path": "data/recovered_loop_tick92_allocator_provider_temporal_coverage_audit.json"}, "confidence": 0.82, "created_at": "2026-06-22 00:53:48", "deadline": null, "id": "consultant-merger-conflict-gap-merger-acquisition-conflict-event-type-ownership-and-conflict-route-tracking-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "consultant_merger_conflict_gap", "status": "open", "strategy": "ownership and conflict route tracking", "subject_id": "merger-acquisition-conflict-event-type", "subject_name": "Merger acquisition conflict event type", "subject_type": "temporal_event_type", "updated_at": "2026-06-22 00:53:48"}
{"amount": "", "attrs": {"action": "Execute hourly lane 10 and produce personnel expansion, promotion gate, and AEO/GEO person-question rows.", "pattern": "The graph needs named people and current roles to convert routes into actionable influence maps.", "priority_rank": 1, "sme_verify": "Which additional personnel influence this decision?", "source_path": "data/recovered_loop_tick97_hourly_goal_and_question_test_schedule.json"}, "confidence": 0.94, "created_at": "2026-06-22 00:58:14", "deadline": null, "id": "hourly-lane-execution-tick-108-personnel-hour-10-control-plane-personnel-universe-expansion-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "hourly_lane_execution", "status": "active", "strategy": "personnel universe expansion", "subject_id": "tick-108-personnel-hour-10-control-plane", "subject_name": "Tick 108 personnel hour 10 control plane", "subject_type": "process", "updated_at": "2026-06-22 00:58:14"}
{"amount": "", "attrs": {"action": "Expand named people around the highest PageRank and transcendence bridge nodes, starting with CalPERS, NEPC, HOOPP, ChatGPT Search, AlphaSense, and family-office routes.", "pattern": "Bridge nodes compound value when the controlling people and route owners are known.", "priority_rank": 2, "sme_verify": "Which named people control the bridge route?", "source_path": "data/recovered_loop_tick80_named_people_route_actions.json"}, "confidence": 0.88, "created_at": "2026-06-22 00:58:14", "deadline": null, "id": "personnel-gap-top-bridge-node-personnel-expansion-lane-bridge-node-personnel-expansion-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "personnel_gap", "status": "open", "strategy": "bridge-node personnel expansion", "subject_id": "top-bridge-node-personnel-expansion-lane", "subject_name": "Top bridge node personnel expansion lane", "subject_type": "analysis_lane", "updated_at": "2026-06-22 00:58:14"}
{"amount": "", "attrs": {"action": "Backfill research heads, ODD leads, manager-database owners, client retrieval owners, and alternatives consultants for NEPC, Callan, Mercer, Cambridge, Aksia, Albourne, Wilshire, Cerity, Verus, and CAPTRUST.", "pattern": "Consultant influence depends on the person who controls shortlist, ODD, or client retrieval workflow.", "priority_rank": 3, "sme_verify": "Which consultant field or person changes shortlist inclusion?", "source_path": "data/recovered_loop_tick80_named_people_route_actions.json"}, "confidence": 0.89, "created_at": "2026-06-22 00:58:14", "deadline": null, "id": "consultant-personnel-gap-consultant-shortlist-owner-expansion-lane-consultant-shortlist-and-odd-owner-expansion-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "consultant_personnel_gap", "status": "open", "strategy": "consultant shortlist and ODD owner expansion", "subject_id": "consultant-shortlist-owner-expansion-lane", "subject_name": "Consultant shortlist owner expansion lane", "subject_type": "personnel_gap", "updated_at": "2026-06-22 00:58:14"}
{"amount": "", "attrs": {"action": "Backfill current CIO, deputy CIO, asset-class head, board, committee, and disclosure-owner rows for active pitch windows and temporal-motion lanes.", "pattern": "Stale allocator titles create false outreach paths.", "priority_rank": 4, "sme_verify": "Who currently owns the decision and who owned it before?", "source_path": "data/recovered_loop_tick63_board_packet_named_people.json"}, "confidence": 0.87, "created_at": "2026-06-22 00:58:14", "deadline": null, "id": "allocator-personnel-gap-allocator-current-title-owner-expansion-lane-allocator-current-authority-expansion-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "allocator_personnel_gap", "status": "open", "strategy": "allocator current authority expansion", "subject_id": "allocator-current-title-owner-expansion-lane", "subject_name": "Allocator current-title owner expansion lane", "subject_type": "personnel_gap", "updated_at": "2026-06-22 00:58:14"}
{"amount": "", "attrs": {"action": "Backfill CAIS, iCapital, private-bank, RIA platform, family-office event, sponsor, report, and product-shelf owners.", "pattern": "Private-wealth routes remain route hypotheses without named ownership or current event/report evidence.", "priority_rank": 5, "sme_verify": "Which named owner controls the research or allocation conversation?", "source_path": "data/recovered_loop_tick95_gap_closure_control_plane.json"}, "confidence": 0.88, "created_at": "2026-06-22 00:58:14", "deadline": null, "id": "named-owner-gap-private-wealth-platform-owner-expansion-lane-private-wealth-named-owner-expansion-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "named_owner_gap", "status": "open", "strategy": "private wealth named owner expansion", "subject_id": "private-wealth-platform-owner-expansion-lane", "subject_name": "Private wealth platform owner expansion lane", "subject_type": "personnel_gap", "updated_at": "2026-06-22 00:58:14"}
{"amount": "", "attrs": {"action": "Backfill profile owners, data-lineage owners, workspace admins, taxonomy owners, diligence owners, and document owners for private database first-result surfaces.", "pattern": "The person controlling profile completeness or taxonomy can determine first-result visibility.", "priority_rank": 6, "sme_verify": "Who updates the manager profile and who approves field changes?", "source_path": "data/recovered_loop_tick106_finance_workspace_hour08_control_plane.json"}, "confidence": 0.86, "created_at": "2026-06-22 00:58:14", "deadline": null, "id": "workspace-owner-gap-finance-workspace-owner-expansion-lane-hidden-database-and-workspace-owner-expansion-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "workspace_owner_gap", "status": "open", "strategy": "hidden database and workspace owner expansion", "subject_id": "finance-workspace-owner-expansion-lane", "subject_name": "Finance workspace owner expansion lane", "subject_type": "personnel_gap", "updated_at": "2026-06-22 00:58:14"}
{"amount": "", "attrs": {"action": "Attach before/after owners and current-title proof to historical motion rows for title changes, manager changes, fund lifecycle events, and consultant conflicts.", "pattern": "Historical motion becomes actionable when the owner before and after the change is clear.", "priority_rank": 7, "sme_verify": "Did the person gain, lose, or change real allocation authority?", "source_path": "data/recovered_loop_tick107_temporal_motion_schema.json"}, "confidence": 0.86, "created_at": "2026-06-22 00:58:14", "deadline": null, "id": "person-title-motion-gap-historical-motion-person-backfill-lane-before-after-person-ownership-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "person_title_motion_gap", "status": "open", "strategy": "before after person ownership", "subject_id": "historical-motion-person-backfill-lane", "subject_name": "Historical motion person backfill lane", "subject_type": "personnel_gap", "updated_at": "2026-06-22 00:58:14"}
{"amount": "", "attrs": {"action": "After audit, route tick 109 to hour 11 audit/scoring/next-hour routing unless personnel current-status blockers dominate.", "pattern": "The schedule should complete the 12-hour cycle with audit, scoring, and next-hour routing.", "priority_rank": 8, "sme_verify": "Which unresolved person gaps should the audit route next?", "source_path": "docs/quant-loop-operating-schedule.md"}, "confidence": 0.9, "created_at": "2026-06-22 00:58:14", "deadline": null, "id": "next-hour-route-tick-108-next-hour-handoff-gate-hourly-loop-routing-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "next_hour_route", "status": "open", "strategy": "hourly loop routing", "subject_id": "tick-108-next-hour-handoff-gate", "subject_name": "Tick 108 next-hour handoff gate", "subject_type": "process", "updated_at": "2026-06-22 00:58:14"}
{"amount": "", "attrs": {"action": "Split consultant firms into current-title, manager-database, client retrieval, ODD veto, and workflow-admin proof rows.", "pattern": "Named consultants are useful only when tied to specific workflow authority.", "priority_rank": 1, "sme_verify": "Which person or field changes shortlist inclusion?", "source_path": "data/recovered_loop_tick80_named_people_route_actions.json"}, "confidence": 0.89, "created_at": "2026-06-22 00:58:30", "deadline": null, "id": "consultant-personnel-gap-consultant-shortlist-and-odd-personnel-row-consultant-owner-expansion-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "consultant_personnel_gap", "status": "open", "strategy": "consultant owner expansion", "subject_id": "consultant-shortlist-and-odd-personnel-row", "subject_name": "Consultant shortlist and ODD personnel row", "subject_type": "personnel_gap", "updated_at": "2026-06-22 00:58:30"}
{"amount": "", "attrs": {"action": "Attach current team, board, committee, disclosure, and consultant-of-record proof to allocator pitch-window rows.", "pattern": "Current-title proof prevents stale outreach and stale AEO answers.", "priority_rank": 2, "sme_verify": "Who currently owns the decision?", "source_path": "data/recovered_loop_tick63_board_packet_named_people.json"}, "confidence": 0.87, "created_at": "2026-06-22 00:58:30", "deadline": null, "id": "allocator-personnel-gap-allocator-current-title-personnel-row-allocator-current-owner-proof-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "allocator_personnel_gap", "status": "open", "strategy": "allocator current owner proof", "subject_id": "allocator-current-title-personnel-row", "subject_name": "Allocator current-title personnel row", "subject_type": "personnel_gap", "updated_at": "2026-06-22 00:58:30"}
{"amount": "", "attrs": {"action": "Convert private-bank, platform, RIA, family-office event, sponsor, and report routes into named-owner rows or explicit monitor-only blockers.", "pattern": "Private wealth route maps overstate pitchability when the owner is missing.", "priority_rank": 3, "sme_verify": "Which named owner controls the route?", "source_path": "data/recovered_loop_tick102_private_wealth_owner_matrix.json"}, "confidence": 0.88, "created_at": "2026-06-22 00:58:30", "deadline": null, "id": "named-owner-gap-private-wealth-family-office-personnel-row-private-wealth-named-owner-proof-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "named_owner_gap", "status": "open", "strategy": "private wealth named owner proof", "subject_id": "private-wealth-family-office-personnel-row", "subject_name": "Private wealth family office personnel row", "subject_type": "personnel_gap", "updated_at": "2026-06-22 00:58:30"}
{"amount": "", "attrs": {"action": "Backfill the owner of profile fields, export paths, data lineage, taxonomy, diligence, and current document source of truth.", "pattern": "First-result rank is often controlled by an unmodeled profile or taxonomy owner.", "priority_rank": 4, "sme_verify": "Who can change the field or ranking?", "source_path": "data/recovered_loop_tick106_finance_workspace_surface_matrix.json"}, "confidence": 0.86, "created_at": "2026-06-22 00:58:30", "deadline": null, "id": "workspace-owner-gap-finance-workspace-hidden-database-personnel-row-hidden-database-owner-proof-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "workspace_owner_gap", "status": "open", "strategy": "hidden database owner proof", "subject_id": "finance-workspace-hidden-database-personnel-row", "subject_name": "Finance workspace hidden database personnel row", "subject_type": "personnel_gap", "updated_at": "2026-06-22 00:58:30"}
{"amount": "", "attrs": {"action": "Separate prime-broker cap-intro, placement-agent, and OCIO owner rows with route-specific packet requirements.", "pattern": "Allocator introductions are controlled by people before public records show motion.", "priority_rank": 5, "sme_verify": "Who routes the manager to the allocator meeting?", "source_path": "data/recovered_loop_tick80_named_people_route_actions.json"}, "confidence": 0.84, "created_at": "2026-06-22 00:58:30", "deadline": null, "id": "gatekeeper-channel-capital-introduction-placement-personnel-row-capital-introduction-and-placement-owner-proof-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "gatekeeper_channel", "status": "open", "strategy": "capital introduction and placement owner proof", "subject_id": "capital-introduction-placement-personnel-row", "subject_name": "Capital introduction placement personnel row", "subject_type": "personnel_gap", "updated_at": "2026-06-22 00:58:30"}
{"amount": "", "attrs": {"action": "Backfill current owners, sleeve owners, and external-manager route owners for ATP, NBIM, LGPS pools, and sovereigns.", "pattern": "International route and amount cues need first-party owner proof.", "priority_rank": 6, "sme_verify": "Which official source proves current owner and sleeve?", "source_path": "data/recovered_loop_tick96_first_party_proof_control_plane.json"}, "confidence": 0.85, "created_at": "2026-06-22 00:58:30", "deadline": null, "id": "international-owner-gap-international-allocator-personnel-row-international-allocator-current-owner-proof-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "international_owner_gap", "status": "open", "strategy": "international allocator current owner proof", "subject_id": "international-allocator-personnel-row", "subject_name": "International allocator personnel row", "subject_type": "personnel_gap", "updated_at": "2026-06-22 00:58:30"}
{"amount": "", "attrs": {"action": "Attach before-state owner, after-state owner, replacement/refill owner, lifecycle owner, and conflict owner fields to temporal-motion rows.", "pattern": "Historical events need owner continuity to be SME-verifiable.", "priority_rank": 7, "sme_verify": "Who owned it before and after?", "source_path": "data/recovered_loop_tick107_temporal_motion_schema.json"}, "confidence": 0.86, "created_at": "2026-06-22 00:58:30", "deadline": null, "id": "person-title-motion-gap-historical-motion-personnel-row-historical-before-after-owner-proof-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "person_title_motion_gap", "status": "open", "strategy": "historical before after owner proof", "subject_id": "historical-motion-personnel-row", "subject_name": "Historical motion personnel row", "subject_type": "personnel_gap", "updated_at": "2026-06-22 00:58:30"}
{"amount": "", "attrs": {"action": "Assign capture, citation-policy, content, and canonical-mirror ownership for answer-engine failures and route pages.", "pattern": "AEO/GEO improvements need owners who can change both evidence and content assets.", "priority_rank": 8, "sme_verify": "Who can fix or publish the source-backed answer?", "source_path": "data/recovered_loop_tick105_aeo_geo_capture_ledger_schema.json"}, "confidence": 0.84, "created_at": "2026-06-22 00:58:30", "deadline": null, "id": "answer-engine-owner-gap-answer-engine-content-owner-personnel-row-aeo-geo-content-ownership-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "answer_engine_owner_gap", "status": "open", "strategy": "AEO GEO content ownership", "subject_id": "answer-engine-content-owner-personnel-row", "subject_name": "Answer-engine content owner personnel row", "subject_type": "personnel_gap", "updated_at": "2026-06-22 00:58:30"}
{"amount": "", "attrs": {"action": "Execute hourly lane 11 and route the next cycle from audited counts and top actionable signals.", "pattern": "The loop stays useful only if audit output changes routing decisions.", "priority_rank": 1, "sme_verify": "What should the next hour attack first?", "source_path": "docs/quant-loop-operating-schedule.md"}, "confidence": 0.95, "created_at": "2026-06-22 01:02:02", "deadline": null, "id": "hourly-lane-execution-tick-109-audit-hour-11-control-plane-audit-scoring-and-next-hour-routing-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "hourly_lane_execution", "status": "active", "strategy": "audit scoring and next-hour routing", "subject_id": "tick-109-audit-hour-11-control-plane", "subject_name": "Tick 109 audit hour 11 control plane", "subject_type": "process", "updated_at": "2026-06-22 01:02:02"}
{"amount": "", "attrs": {"action": "Preserve 100% citation coverage across nodes, edges, and signals.", "pattern": "Every graph row must remain source-backed.", "priority_rank": 2, "sme_verify": "Are any rows source-weak despite having citations?", "source_path": "scripts/audit_citations.py"}, "confidence": 1.0, "created_at": "2026-06-22 01:02:02", "deadline": null, "id": "audit-passed-tick-109-citation-audit-gate-citation-integrity-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "audit_passed", "status": "active", "strategy": "citation integrity", "subject_id": "tick-109-citation-audit-gate", "subject_name": "Tick 109 citation audit gate", "subject_type": "schema", "updated_at": "2026-06-22 01:02:02"}
{"amount": "", "attrs": {"action": "Use PageRank, communities, freshness, and transcendence outputs to route the next cycle.", "pattern": "CalPERS, NEPC, HOOPP, AlphaSense, ChatGPT Search, and family-office bridge nodes remain high-yield expansion points.", "priority_rank": 3, "sme_verify": "Which high-bridge node has the weakest current owner proof?", "source_path": "scripts/score_graph.py"}, "confidence": 0.98, "created_at": "2026-06-22 01:02:02", "deadline": null, "id": "score-graph-completed-tick-109-graph-scoring-gate-graph-scoring-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "score_graph_completed", "status": "active", "strategy": "graph scoring", "subject_id": "tick-109-graph-scoring-gate", "subject_name": "Tick 109 graph scoring gate", "subject_type": "schema", "updated_at": "2026-06-22 01:02:02"}
{"amount": "", "attrs": {"action": "Route tick 110 to hour 00 and prioritize NYC BAM, CalPERS/eVestment, iCapital diligence, MassPRIM PCS, GPIF, and PIF Managers Gate.", "pattern": "The top ranked actionable signals are live intake and open search rows, so the next cycle should harden response packets rather than add another generic route map.", "priority_rank": 4, "sme_verify": "Which open intake row has the highest chance of near-term action?", "source_path": "docs/quant-pitch-calendar.md"}, "confidence": 0.92, "created_at": "2026-06-22 01:02:02", "deadline": null, "id": "next-hour-route-tick-109-next-cycle-route-to-hour-00-open-pitch-windows-and-current-intake-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "next_hour_route", "status": "open", "strategy": "open pitch windows and current intake", "subject_id": "tick-109-next-cycle-route-to-hour-00", "subject_name": "Tick 109 next cycle route to hour 00", "subject_type": "process", "updated_at": "2026-06-22 01:02:02"}
{"amount": "", "attrs": {"action": "Carry current owner proof, manager-database export fields, ODD veto ownership, platform diligence metadata, workspace lineage, and before/after owner blockers into tick 110.", "pattern": "Repeated blockers should shape the next open-pitch-window packet.", "priority_rank": 5, "sme_verify": "Which blocker most limits pitchability?", "source_path": "data/recovered_loop_tick108_personnel_expansion_matrix.json"}, "confidence": 0.9, "created_at": "2026-06-22 01:02:02", "deadline": null, "id": "repeated-blocker-tick-109-repeated-blocker-lane-proof-blocker-routing-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "repeated_blocker", "status": "open", "strategy": "proof blocker routing", "subject_id": "tick-109-repeated-blocker-lane", "subject_name": "Tick 109 repeated blocker lane", "subject_type": "analysis_lane", "updated_at": "2026-06-22 01:02:02"}
{"amount": "", "attrs": {"action": "Keep loop_state values tied to audited database counts only.", "pattern": "A stale tick or stale count makes the long-running loop unreliable.", "priority_rank": 6, "sme_verify": "Does the state reflect the audited graph?", "source_path": "data/loop_state.json"}, "confidence": 0.95, "created_at": "2026-06-22 01:02:02", "deadline": null, "id": "loop-state-integrity-tick-109-loop-state-repair-gate-state-integrity-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "loop_state_integrity", "status": "active", "strategy": "state integrity", "subject_id": "tick-109-loop-state-repair-gate", "subject_name": "Tick 109 loop-state repair gate", "subject_type": "schema", "updated_at": "2026-06-22 01:02:02"}
{"amount": "", "attrs": {"action": "Commit only after validation, ingestion, audit, export, score, count, loop-state update, and scoped diff.", "pattern": "Each tick must leave a durable artifact and a clean next action.", "priority_rank": 7, "sme_verify": "Is there any uncommitted required output?", "source_path": "docs/quant-loop-operating-schedule.md"}, "confidence": 0.95, "created_at": "2026-06-22 01:02:02", "deadline": null, "id": "commit-gate-tick-109-commit-readiness-gate-tick-commit-readiness-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "commit_gate", "status": "active", "strategy": "tick commit readiness", "subject_id": "tick-109-commit-readiness-gate", "subject_name": "Tick 109 commit readiness gate", "subject_type": "schema", "updated_at": "2026-06-22 01:02:02"}
{"amount": "", "attrs": {"action": "Start tick 110 on hour 00 open pitch windows using the listed route rows and blockers.", "pattern": "Audit should route to the highest-ranked actionable current-intake rows.", "priority_rank": 1, "sme_verify": "Which route should be attacked first?", "source_path": "docs/quant-pitch-calendar.md"}, "confidence": 0.92, "created_at": "2026-06-22 01:02:13", "deadline": null, "id": "next-hour-route-tick-109-next-cycle-route-matrix-tick-110-open-pitch-windows-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "next_hour_route", "status": "active", "strategy": "tick 110 open pitch windows", "subject_id": "tick-109-next-cycle-route-matrix", "subject_name": "Tick 109 next cycle route matrix", "subject_type": "analysis_lane", "updated_at": "2026-06-22 01:02:13"}
{"amount": "", "attrs": {"action": "Build the fielded response packet with notice, attachments, addenda, submission method, question deadline, consultant database requirements, award path, replacement proof, and owner route.", "pattern": "Open searches become pitchable only when packet requirements and owner route are exact.", "priority_rank": 2, "sme_verify": "Does passive indexing replacement imply broader roster refresh?", "source_path": "docs/quant-pitch-calendar.md"}, "confidence": 0.96, "created_at": "2026-06-22 01:02:13", "deadline": null, "id": "pitch-now-nyc-bam-tick-110-route-row-nyc-bam-response-readiness-2026-07-15-open", "next_review": null, "signal_date": "2026-07-15", "signal_type": "pitch_now", "status": "open", "strategy": "NYC BAM response readiness", "subject_id": "nyc-bam-tick-110-route-row", "subject_name": "NYC BAM tick 110 route row", "subject_type": "pitch_window", "updated_at": "2026-06-22 01:02:13"}
{"amount": "", "attrs": {"action": "Refresh eVestment and direct-proposal packets with AUM, GIPS, strategy, owner, and profile-export fields.", "pattern": "Standing intake is actionable only if profile fields and owner route are current.", "priority_rank": 3, "sme_verify": "Is eVestment or direct staff contact the stronger first touch?", "source_path": "docs/quant-pitch-calendar.md"}, "confidence": 0.96, "created_at": "2026-06-22 01:02:13", "deadline": null, "id": "manager-registration-open-calpers-evestment-tick-110-route-row-calpers-public-manager-opportunity-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "manager_registration_open", "status": "open", "strategy": "CalPERS public manager opportunity", "subject_id": "calpers-evestment-tick-110-route-row", "subject_name": "CalPERS eVestment tick 110 route row", "subject_type": "pitch_window", "updated_at": "2026-06-22 01:02:13"}
{"amount": "", "attrs": {"action": "Build iCapital-compatible fund data, DDQ, advisor education, portfolio-fit, reporting, and metadata-owner packet.", "pattern": "Platform-native listability needs exact field labels and owner path.", "priority_rank": 4, "sme_verify": "Who owns the platform diligence metadata?", "source_path": "data/recovered_loop_tick106_finance_workspace_surface_matrix.json"}, "confidence": 0.85, "created_at": "2026-06-22 01:02:13", "deadline": null, "id": "manager-onboarding-icapital-tick-110-route-row-platform-listability-and-diligence-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "manager_onboarding", "status": "open", "strategy": "platform listability and diligence", "subject_id": "icapital-tick-110-route-row", "subject_name": "iCapital tick 110 route row", "subject_type": "platform_route", "updated_at": "2026-06-22 01:02:13"}
{"amount": "", "attrs": {"action": "Resolve whether PCS is manager-facing, consultant-facing, or internal-only and attach route owner.", "pattern": "Managed-account infrastructure can precede manager onboarding.", "priority_rank": 5, "sme_verify": "Is PCS manager-facing, consultant-facing, or internal-only?", "source_path": "docs/quant-pitch-calendar.md"}, "confidence": 0.9, "created_at": "2026-06-22 01:02:13", "deadline": null, "id": "manager-onboarding-massprim-pcs-tick-110-route-row-managed-account-platform-onboarding-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "manager_onboarding", "status": "active", "strategy": "managed account platform onboarding", "subject_id": "massprim-pcs-tick-110-route-row", "subject_name": "MassPRIM PCS tick 110 route row", "subject_type": "platform_route", "updated_at": "2026-06-22 01:02:13"}
{"amount": "", "attrs": {"action": "Prepare official-registration packet with track record, quantitative risk, ESG, liquidity, and operational controls.", "pattern": "Official registration surfaces are pre-RFP gates.", "priority_rank": 6, "sme_verify": "Is alternative-assets registration the correct first-touch surface?", "source_path": "docs/quant-pitch-calendar.md"}, "confidence": 0.98, "created_at": "2026-06-22 01:02:13", "deadline": null, "id": "manager-registration-open-gpif-tick-110-route-row-gpif-alternative-assets-registration-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "manager_registration_open", "status": "open", "strategy": "GPIF alternative assets registration", "subject_id": "gpif-tick-110-route-row", "subject_name": "GPIF tick 110 route row", "subject_type": "pitch_window", "updated_at": "2026-06-22 01:02:13"}
{"amount": "", "attrs": {"action": "Prepare PIF Managers Gate packet with mandate-specific data, monthly quantitative data, implementation capacity, operational controls, and Saudi/MENA relevance.", "pattern": "External-manager portals require portal-ready materials plus relationship context.", "priority_rank": 7, "sme_verify": "Is Managers Gate registration, pre-RFP database intake, or both?", "source_path": "docs/quant-pitch-calendar.md"}, "confidence": 0.98, "created_at": "2026-06-22 01:02:13", "deadline": null, "id": "manager-registration-open-pif-managers-gate-tick-110-route-row-mena-external-manager-registration-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "manager_registration_open", "status": "open", "strategy": "MENA external manager registration", "subject_id": "pif-managers-gate-tick-110-route-row", "subject_name": "PIF Managers Gate tick 110 route row", "subject_type": "pitch_window", "updated_at": "2026-06-22 01:02:13"}
{"amount": "", "attrs": {"action": "Execute hour 00 and harden the highest-ranked open intake rows into response packet requirements.", "pattern": "Open-intake rows are pitchable only when official route, packet fields, and owner proof are captured.", "priority_rank": 1, "sme_verify": "Who is accepting quant manager materials now?", "source_path": "data/recovered_loop_tick109_next_cycle_route_matrix.json"}, "confidence": 0.95, "created_at": "2026-06-22 01:06:00", "deadline": null, "id": "hourly-lane-execution-tick-110-open-pitch-hour-00-control-plane-open-pitch-windows-and-current-intake-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "hourly_lane_execution", "status": "active", "strategy": "open pitch windows and current intake", "subject_id": "tick-110-open-pitch-hour-00-control-plane", "subject_name": "Tick 110 open pitch hour 00 control plane", "subject_type": "process", "updated_at": "2026-06-22 01:06:00"}
{"amount": "", "attrs": {"action": "Build the fielded NYC BAM packet with notice, attachments, addenda, submission method, question deadline, consultant database requirements, award path, replacement proof, and owner route.", "pattern": "Deadline-driven searches require exact packet capture before outreach.", "priority_rank": 2, "sme_verify": "Does passive indexing replacement imply broader roster refresh?", "source_path": "docs/quant-pitch-calendar.md"}, "confidence": 0.96, "created_at": "2026-06-22 01:06:00", "deadline": null, "id": "pitch-now-nyc-bam-july-15-response-packet-lane-nyc-bam-response-readiness-2026-07-15-open", "next_review": null, "signal_date": "2026-07-15", "signal_type": "pitch_now", "status": "open", "strategy": "NYC BAM response readiness", "subject_id": "nyc-bam-july-15-response-packet-lane", "subject_name": "NYC BAM July 15 response packet lane", "subject_type": "pitch_window", "updated_at": "2026-06-22 01:06:00"}
{"amount": "", "attrs": {"action": "Refresh eVestment and direct-proposal packets with AUM, GIPS, strategy, owner, and profile-export fields.", "pattern": "Standing intake becomes actionable when the manager profile and owner route are current.", "priority_rank": 3, "sme_verify": "Is eVestment or direct staff contact the stronger first touch?", "source_path": "docs/quant-pitch-calendar.md"}, "confidence": 0.96, "created_at": "2026-06-22 01:06:00", "deadline": null, "id": "manager-registration-open-calpers-evestment-standing-intake-lane-calpers-public-manager-opportunity-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "manager_registration_open", "status": "open", "strategy": "CalPERS public manager opportunity", "subject_id": "calpers-evestment-standing-intake-lane", "subject_name": "CalPERS eVestment standing intake lane", "subject_type": "pitch_window", "updated_at": "2026-06-22 01:06:00"}
{"amount": "", "attrs": {"action": "Build platform-compatible fund data, DDQ, advisor education, portfolio-fit, reporting, and metadata-owner packet.", "pattern": "Private-wealth platform onboarding needs exact diligence fields and owner path.", "priority_rank": 4, "sme_verify": "Who owns platform diligence metadata?", "source_path": "data/recovered_loop_tick106_finance_workspace_surface_matrix.json"}, "confidence": 0.86, "created_at": "2026-06-22 01:06:00", "deadline": null, "id": "manager-onboarding-private-wealth-platform-diligence-intake-lane-platform-listability-and-diligence-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "manager_onboarding", "status": "open", "strategy": "platform listability and diligence", "subject_id": "private-wealth-platform-diligence-intake-lane", "subject_name": "Private wealth platform diligence intake lane", "subject_type": "platform_route", "updated_at": "2026-06-22 01:06:00"}
{"amount": "", "attrs": {"action": "Resolve whether MassPRIM PCS is manager-facing, consultant-facing, or internal-only, then attach route owner and risk/transparency appendix.", "pattern": "Managed-account platform infrastructure can precede actual manager onboarding.", "priority_rank": 5, "sme_verify": "Is PCS manager-facing, consultant-facing, or internal-only?", "source_path": "docs/quant-pitch-calendar.md"}, "confidence": 0.9, "created_at": "2026-06-22 01:06:00", "deadline": null, "id": "manager-onboarding-managed-account-platform-intake-lane-managed-account-platform-onboarding-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "manager_onboarding", "status": "active", "strategy": "managed-account platform onboarding", "subject_id": "managed-account-platform-intake-lane", "subject_name": "Managed account platform intake lane", "subject_type": "platform_route", "updated_at": "2026-06-22 01:06:00"}
{"amount": "", "attrs": {"action": "Prepare GPIF and PIF official-registration packets with eligibility, quantitative data, implementation capacity, operational controls, and SME route classification.", "pattern": "Official registration portals are pre-RFP gates that need portal-ready materials.", "priority_rank": 6, "sme_verify": "Is this registration, pre-RFP database intake, or both?", "source_path": "docs/quant-pitch-calendar.md"}, "confidence": 0.97, "created_at": "2026-06-22 01:06:00", "deadline": null, "id": "manager-registration-open-international-registration-intake-lane-gpif-and-pif-public-registration-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "manager_registration_open", "status": "open", "strategy": "GPIF and PIF public registration", "subject_id": "international-registration-intake-lane", "subject_name": "International registration intake lane", "subject_type": "pitch_window", "updated_at": "2026-06-22 01:06:00"}
{"amount": "", "attrs": {"action": "Split the cluster into exact plan-level RFP routes, consultant owner, board agenda monitor, strategy taxonomy, replacement proof, and submission packet.", "pattern": "Clustered RFPs are useful only after each buyer's route and consultant owner are separated.", "priority_rank": 7, "sme_verify": "Which Chicago RFP route is live and which is only a monitor?", "source_path": "docs/quant-pitch-calendar.md"}, "confidence": 0.82, "created_at": "2026-06-22 01:06:00", "deadline": null, "id": "search-active-chicago-public-pension-rfp-cluster-lane-chicago-public-pension-rfp-cluster-2026-q2-active", "next_review": null, "signal_date": "2026-Q2", "signal_type": "search_active", "status": "active", "strategy": "Chicago public pension RFP cluster", "subject_id": "chicago-public-pension-rfp-cluster-lane", "subject_name": "Chicago public pension RFP cluster lane", "subject_type": "pitch_window", "updated_at": "2026-06-22 01:06:00"}
{"amount": "", "attrs": {"action": "After audit, route tick 111 to hour 01 funding and rebalance cycles.", "pattern": "The next lane should connect current intake to the funding cycles that explain capital motion.", "priority_rank": 8, "sme_verify": "Which current-intake blocker should carry into funding-cycle review?", "source_path": "docs/quant-loop-operating-schedule.md"}, "confidence": 0.9, "created_at": "2026-06-22 01:06:00", "deadline": null, "id": "next-hour-route-tick-110-next-hour-handoff-gate-hourly-loop-routing-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "next_hour_route", "status": "open", "strategy": "hourly loop routing", "subject_id": "tick-110-next-hour-handoff-gate", "subject_name": "Tick 110 next-hour handoff gate", "subject_type": "process", "updated_at": "2026-06-22 01:06:00"}
{"amount": "", "attrs": {"action": "Create response checklist artifact with all attachment/addendum URLs and submission path.", "pattern": "Open searches become directly pitchable only after exact requirements are captured.", "priority_rank": 1, "sme_verify": "Does the passive-indexing replacement cycle indicate a broader roster refresh?", "source_path": "docs/quant-pitch-calendar.md"}, "confidence": 0.96, "created_at": "2026-06-22 01:06:11", "deadline": null, "id": "pitch-now-nyc-bam-response-checklist-artifact-row-nyc-bam-response-readiness-2026-07-15-open", "next_review": null, "signal_date": "2026-07-15", "signal_type": "pitch_now", "status": "open", "strategy": "NYC BAM response readiness", "subject_id": "nyc-bam-response-checklist-artifact-row", "subject_name": "NYC BAM response checklist artifact row", "subject_type": "pitch_window", "updated_at": "2026-06-22 01:06:11"}
{"amount": "", "attrs": {"action": "Build eVestment/direct-proposal field checklist and SME question row.", "pattern": "Profile completeness and direct proposal fallback determine first-touch route.", "priority_rank": 2, "sme_verify": "Is eVestment or direct staff contact the stronger first touch?", "source_path": "docs/quant-pitch-calendar.md"}, "confidence": 0.96, "created_at": "2026-06-22 01:06:11", "deadline": null, "id": "manager-registration-open-calpers-evestment-direct-proposal-packet-row-calpers-public-manager-opportunity-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "manager_registration_open", "status": "open", "strategy": "CalPERS public manager opportunity", "subject_id": "calpers-evestment-direct-proposal-packet-row", "subject_name": "CalPERS eVestment direct proposal packet row", "subject_type": "pitch_window", "updated_at": "2026-06-22 01:06:11"}
{"amount": "", "attrs": {"action": "Build platform-compatible DDQ/reporting/advisor education packet.", "pattern": "Exact diligence fields determine listability and advisor discoverability.", "priority_rank": 3, "sme_verify": "Which iCapital metadata field changes advisor discoverability?", "source_path": "data/recovered_loop_tick106_finance_workspace_surface_matrix.json"}, "confidence": 0.86, "created_at": "2026-06-22 01:06:11", "deadline": null, "id": "manager-onboarding-icapital-diligence-packet-row-private-wealth-diligence-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "manager_onboarding", "status": "open", "strategy": "private wealth diligence", "subject_id": "icapital-diligence-packet-row", "subject_name": "iCapital diligence packet row", "subject_type": "platform_route", "updated_at": "2026-06-22 01:06:11"}
{"amount": "", "attrs": {"action": "Split PCS into manager-facing, consultant-facing, and internal-only evidence rows.", "pattern": "Platform route status determines whether a manager can act now.", "priority_rank": 4, "sme_verify": "Is PCS manager-facing, consultant-facing, or internal-only?", "source_path": "data/recovered_loop_tick91_public_pension_seed_run_rows.json"}, "confidence": 0.9, "created_at": "2026-06-22 01:06:11", "deadline": null, "id": "manager-onboarding-massprim-pcs-route-status-packet-row-managed-account-platform-onboarding-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "manager_onboarding", "status": "active", "strategy": "managed account platform onboarding", "subject_id": "massprim-pcs-route-status-packet-row", "subject_name": "MassPRIM PCS route status packet row", "subject_type": "platform_route", "updated_at": "2026-06-22 01:06:11"}
{"amount": "", "attrs": {"action": "Build registration-ready packet with local compliance and risk fields.", "pattern": "Official registration surfaces are pre-RFP gates.", "priority_rank": 5, "sme_verify": "Is alternative-assets registration the correct first-touch surface?", "source_path": "docs/quant-pitch-calendar.md"}, "confidence": 0.98, "created_at": "2026-06-22 01:06:11", "deadline": null, "id": "manager-registration-open-gpif-registration-packet-row-gpif-alternative-assets-registration-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "manager_registration_open", "status": "open", "strategy": "GPIF alternative-assets registration", "subject_id": "gpif-registration-packet-row", "subject_name": "GPIF registration packet row", "subject_type": "pitch_window", "updated_at": "2026-06-22 01:06:11"}
{"amount": "", "attrs": {"action": "Build PIF portal packet with monthly quant data and MENA relevance language.", "pattern": "Portal-ready materials should be paired with local relevance and relationship context.", "priority_rank": 6, "sme_verify": "Is Managers Gate registration, pre-RFP database intake, or both?", "source_path": "docs/quant-pitch-calendar.md"}, "confidence": 0.98, "created_at": "2026-06-22 01:06:11", "deadline": null, "id": "manager-registration-open-pif-managers-gate-packet-row-mena-external-manager-registration-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "manager_registration_open", "status": "open", "strategy": "MENA external manager registration", "subject_id": "pif-managers-gate-packet-row", "subject_name": "PIF Managers Gate packet row", "subject_type": "pitch_window", "updated_at": "2026-06-22 01:06:11"}
{"amount": "", "attrs": {"action": "Split the cluster by plan and source status before treating it as one sales motion.", "pattern": "Cluster-level opportunity needs buyer-level routing.", "priority_rank": 7, "sme_verify": "Which route is live and which is only a monitor?", "source_path": "docs/quant-pitch-calendar.md"}, "confidence": 0.82, "created_at": "2026-06-22 01:06:11", "deadline": null, "id": "search-active-chicago-rfp-cluster-split-packet-row-chicago-public-pension-rfp-cluster-2026-q2-active", "next_review": null, "signal_date": "2026-Q2", "signal_type": "search_active", "status": "active", "strategy": "Chicago public pension RFP cluster", "subject_id": "chicago-rfp-cluster-split-packet-row", "subject_name": "Chicago RFP cluster split packet row", "subject_type": "pitch_window", "updated_at": "2026-06-22 01:06:11"}
{"amount": "", "attrs": {"action": "Execute hour 01 and promote only rows with dated capital motion plus owner/source proof.", "pattern": "Funding-cycle rows are actionable when they include cycle date, allocation change, strategy bucket, decision owner, and source document.", "priority_rank": 1, "sme_verify": "What funding cycle creates near-term capital motion?", "source_path": "data/recovered_loop_tick97_hourly_goal_and_question_test_schedule.json"}, "confidence": 0.9, "created_at": "2026-06-22 01:13:34", "deadline": null, "id": "hourly-lane-execution-tick-111-funding-rebalance-hour-01-control-plane-funding-and-rebalance-cycles-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "hourly_lane_execution", "status": "active", "strategy": "funding and rebalance cycles", "subject_id": "tick-111-funding-rebalance-hour-01-control-plane", "subject_name": "Tick 111 funding rebalance hour 01 control plane", "subject_type": "process", "updated_at": "2026-06-22 01:13:34"}
{"amount": "", "attrs": {"action": "Use required answer fields to test answer-engine responses and SME prompts.", "pattern": "Missing owner, source document, or dated motion fails promotion.", "priority_rank": 2, "sme_verify": "Can the answer engine return all required fields without hallucinating the owner?", "source_path": "data/recovered_loop_tick97_hourly_goal_and_question_test_schedule.json"}, "confidence": 0.9, "created_at": "2026-06-22 01:13:34", "deadline": null, "id": "aeo-geo-required-fields-tick-111-funding-cycle-evidence-schema-lane-aeo-geo-funding-cycle-answer-schema-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "aeo_geo_required_fields", "status": "active", "strategy": "AEO/GEO funding-cycle answer schema", "subject_id": "tick-111-funding-cycle-evidence-schema-lane", "subject_name": "Tick 111 funding cycle evidence schema lane", "subject_type": "analysis_lane", "updated_at": "2026-06-22 01:13:34"}
{"amount": "", "attrs": {"action": "Resolve eVestment completeness, direct proposal sufficiency, and owner route.", "pattern": "Board-approved target motion must be linked to implementation owner before outreach priority is raised.", "priority_rank": 3, "sme_verify": "Who owns external-manager search translation under the total-portfolio framework?", "source_path": "data/recovered_loop_tick99_funding_cycle_matrix.json; data/recovered_loop_tick100_replacement_official_proof_queue.json"}, "confidence": 0.9, "created_at": "2026-06-22 01:13:34", "deadline": null, "id": "allocation-motion-tick-111-calpers-total-portfolio-and-intake-cycle-lane-calpers-total-portfolio-implementation-2026-06-21-monitor", "next_review": null, "signal_date": "2026-06-21", "signal_type": "allocation_motion", "status": "monitor", "strategy": "CalPERS total-portfolio implementation", "subject_id": "tick-111-calpers-total-portfolio-and-intake-cycle-lane", "subject_name": "Tick 111 CalPERS total portfolio and intake cycle lane", "subject_type": "allocator_route", "updated_at": "2026-06-22 01:13:34"}
{"amount": "", "attrs": {"action": "Build response packet with attachments, addenda, submission method, consultant database requirements, and award path.", "pattern": "Hard-deadline replacement searches are the strongest pitch-now funding-cycle signals.", "priority_rank": 4, "sme_verify": "Does passive indexing replacement imply broader quant implementation roster refresh?", "source_path": "docs/quant-pitch-calendar.md; data/recovered_loop_tick99_funding_cycle_matrix.json"}, "confidence": 0.9, "created_at": "2026-06-22 01:13:34", "deadline": null, "id": "deadline-replacement-cycle-tick-111-nyc-bam-replacement-deadline-funding-cycle-lane-nyc-bam-passive-indexing-replacement-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "deadline_replacement_cycle", "status": "open", "strategy": "NYC BAM passive indexing replacement", "subject_id": "tick-111-nyc-bam-replacement-deadline-funding-cycle-lane", "subject_name": "Tick 111 NYC BAM replacement deadline funding cycle lane", "subject_type": "pitch_window", "updated_at": "2026-06-22 01:13:34"}
{"amount": "", "attrs": {"action": "Split manager-facing, consultant-facing, and internal-only route evidence.", "pattern": "Platform infrastructure is capital-motion-adjacent but not enough without route status.", "priority_rank": 5, "sme_verify": "Is PCS manager-facing, consultant-facing, or internal-only?", "source_path": "data/recovered_loop_tick93_competitor_fund_strategy_peer_audit.json; data/recovered_loop_tick99_funding_cycle_matrix.json"}, "confidence": 0.9, "created_at": "2026-06-22 01:13:34", "deadline": null, "id": "managed-account-onboarding-tick-111-massprim-pcs-portfolio-completion-cycle-lane-massprim-pcs-managed-account-route-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "managed_account_onboarding", "status": "active", "strategy": "MassPRIM PCS managed-account route", "subject_id": "tick-111-massprim-pcs-portfolio-completion-cycle-lane", "subject_name": "Tick 111 MassPRIM PCS portfolio completion cycle lane", "subject_type": "platform_route", "updated_at": "2026-06-22 01:13:34"}
{"amount": "", "attrs": {"action": "Extract row-level hires, terminations, amounts, and emerging-manager graduation events.", "pattern": "Recurring disclosure is a historical and current temporal motion source.", "priority_rank": 6, "sme_verify": "Which rows are true hires or terminations versus routine position changes?", "source_path": "data/recovered_loop_tick74_nyscrf_monthly_tape_schema_and_actions.json; data/recovered_loop_tick99_funding_cycle_matrix.json"}, "confidence": 0.9, "created_at": "2026-06-22 01:13:34", "deadline": null, "id": "manager-motion-tape-tick-111-nyscrf-monthly-disclosure-and-emerging-manager-cycle-lane-nyscrf-monthly-manager-motion-tape-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "manager_motion_tape", "status": "active", "strategy": "NYSCRF monthly manager-motion tape", "subject_id": "tick-111-nyscrf-monthly-disclosure-and-emerging-manager-cycle-lane", "subject_name": "Tick 111 NYSCRF monthly disclosure and emerging-manager cycle lane", "subject_type": "allocator_route", "updated_at": "2026-06-22 01:13:34"}
{"amount": "", "attrs": {"action": "Find packet, vote, minute, annual report, or pacing-plan source lines.", "pattern": "Board and pacing routes stay source-needed until official motion proof is extracted.", "priority_rank": 7, "sme_verify": "Which packet line proves a real approval, target increase, or commitment?", "source_path": "data/recovered_loop_tick74_trs_utimco_board_materials_action_queue.json; data/recovered_loop_tick99_funding_cycle_matrix.json"}, "confidence": 0.9, "created_at": "2026-06-22 01:13:34", "deadline": null, "id": "board-pacing-gap-tick-111-trs-and-kcera-board-pacing-cycle-lane-trs-kcera-board-and-pacing-proof-2026-06-21-source-needed", "next_review": null, "signal_date": "2026-06-21", "signal_type": "board_pacing_gap", "status": "source_needed", "strategy": "TRS KCERA board and pacing proof", "subject_id": "tick-111-trs-and-kcera-board-pacing-cycle-lane", "subject_name": "Tick 111 TRS and KCERA board pacing cycle lane", "subject_type": "allocator_route", "updated_at": "2026-06-22 01:13:34"}
{"amount": "", "attrs": {"action": "Route next tick to watchlist, termination, contract expiry, underperformance, fee pressure, and sleeve redesign evidence.", "pattern": "Funding-cycle and deadline evidence should feed the low-performer replacement lane.", "priority_rank": 8, "sme_verify": "Which incumbent is vulnerable and why?", "source_path": "data/recovered_loop_tick97_hourly_goal_and_question_test_schedule.json"}, "confidence": 0.9, "created_at": "2026-06-22 01:13:34", "deadline": null, "id": "next-hour-route-tick-111-next-hour-low-performer-handoff-gate-hourly-loop-routing-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "next_hour_route", "status": "open", "strategy": "hourly loop routing", "subject_id": "tick-111-next-hour-low-performer-handoff-gate", "subject_name": "Tick 111 next-hour low-performer handoff gate", "subject_type": "process", "updated_at": "2026-06-22 01:13:34"}
{"amount": "", "attrs": {"action": "Resolve current owner, profile fields, and eVestment versus direct proposal route.", "pattern": "Allocation motion is actionable only after the external-manager search route is proven.", "priority_rank": 1, "sme_verify": "Which owner and profile fields screen quant managers first?", "source_path": "data/recovered_loop_tick99_funding_cycle_matrix.json; data/recovered_loop_tick100_replacement_official_proof_queue.json"}, "confidence": 0.9, "created_at": "2026-06-22 01:13:39", "deadline": null, "id": "funding-cycle-owner-gap-tick-111-calpers-funding-cycle-row-calpers-quant-manager-route-2026-06-21-monitor", "next_review": null, "signal_date": "2026-06-21", "signal_type": "funding_cycle_owner_gap", "status": "monitor", "strategy": "CalPERS quant-manager route", "subject_id": "tick-111-calpers-funding-cycle-row", "subject_name": "Tick 111 CalPERS funding cycle row", "subject_type": "funding_cycle_row", "updated_at": "2026-06-22 01:13:39"}
{"amount": "", "attrs": {"action": "Prepare the official response packet and verify all submission requirements.", "pattern": "Deadline-driven replacement cycles outrank generic open-intake rows.", "priority_rank": 2, "sme_verify": "Does the deadline imply only passive indexing or a broader quant implementation refresh?", "source_path": "docs/quant-pitch-calendar.md; data/recovered_loop_tick100_replacement_official_proof_queue.json"}, "confidence": 0.9, "created_at": "2026-06-22 01:13:39", "deadline": null, "id": "pitch-now-deadline-tick-111-nyc-bam-july-15-replacement-cycle-row-nyc-bam-response-readiness-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "pitch_now_deadline", "status": "open", "strategy": "NYC BAM response readiness", "subject_id": "tick-111-nyc-bam-july-15-replacement-cycle-row", "subject_name": "Tick 111 NYC BAM July 15 replacement cycle row", "subject_type": "funding_cycle_row", "updated_at": "2026-06-22 01:13:39"}
{"amount": "", "attrs": {"action": "Find official platform award and PCS manager-facing route status.", "pattern": "Managed-account infrastructure can precede allocation but cannot be treated as a live mandate alone.", "priority_rank": 3, "sme_verify": "What document proves manager onboarding path and owner?", "source_path": "data/recovered_loop_tick93_competitor_fund_strategy_peer_audit.json; data/recovered_loop_tick99_funding_cycle_matrix.json"}, "confidence": 0.9, "created_at": "2026-06-22 01:13:39", "deadline": null, "id": "platform-infrastructure-cycle-tick-111-massprim-pcs-platform-cycle-row-massprim-pcs-platform-onboarding-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "platform_infrastructure_cycle", "status": "active", "strategy": "MassPRIM PCS platform onboarding", "subject_id": "tick-111-massprim-pcs-platform-cycle-row", "subject_name": "Tick 111 MassPRIM PCS platform cycle row", "subject_type": "funding_cycle_row", "updated_at": "2026-06-22 01:13:39"}
{"amount": "", "attrs": {"action": "Extract manager-event rows and classify hire, termination, follow-on, or routine position change.", "pattern": "Monthly tapes provide verifiable historical motion for SME review.", "priority_rank": 4, "sme_verify": "Which rows changed manager exposure and who owned the decision?", "source_path": "data/recovered_loop_tick74_nyscrf_monthly_tape_schema_and_actions.json"}, "confidence": 0.9, "created_at": "2026-06-22 01:13:39", "deadline": null, "id": "temporal-motion-source-tick-111-nyscrf-monthly-manager-motion-row-nyscrf-disclosure-tape-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "temporal_motion_source", "status": "active", "strategy": "NYSCRF disclosure tape", "subject_id": "tick-111-nyscrf-monthly-manager-motion-row", "subject_name": "Tick 111 NYSCRF monthly manager-motion row", "subject_type": "funding_cycle_row", "updated_at": "2026-06-22 01:13:39"}
{"amount": "", "attrs": {"action": "Capture official packet lines and vote or pacing-plan references.", "pattern": "Board-packet routes are actionable only after official motion proof is attached.", "priority_rank": 5, "sme_verify": "Which packet line proves approval rather than informational update?", "source_path": "data/recovered_loop_tick74_trs_utimco_board_materials_action_queue.json; data/recovered_loop_tick99_funding_cycle_matrix.json"}, "confidence": 0.9, "created_at": "2026-06-22 01:13:39", "deadline": null, "id": "official-packet-gap-tick-111-trs-kcera-board-pacing-row-trs-kcera-board-packet-proof-2026-06-21-source-needed", "next_review": null, "signal_date": "2026-06-21", "signal_type": "official_packet_gap", "status": "source_needed", "strategy": "TRS KCERA board packet proof", "subject_id": "tick-111-trs-kcera-board-pacing-row", "subject_name": "Tick 111 TRS KCERA board pacing row", "subject_type": "funding_cycle_row", "updated_at": "2026-06-22 01:13:39"}
{"amount": "", "attrs": {"action": "Classify registration as pre-RFP or live intake and identify owner.", "pattern": "Registration surfaces support AEO/GEO and preparation before a mandate is visible.", "priority_rank": 6, "sme_verify": "Does registration change shortlist visibility for quant hedge funds?", "source_path": "data/recovered_loop_tick98_current_intake_first_party_proof_queue.json"}, "confidence": 0.9, "created_at": "2026-06-22 01:13:39", "deadline": null, "id": "international-registration-route-tick-111-gpif-registration-cycle-row-gpif-alternative-assets-registration-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "international_registration_route", "status": "open", "strategy": "GPIF alternative-assets registration", "subject_id": "tick-111-gpif-registration-cycle-row", "subject_name": "Tick 111 GPIF registration cycle row", "subject_type": "funding_cycle_row", "updated_at": "2026-06-22 01:13:39"}
{"amount": "", "attrs": {"action": "Classify Managers Gate as registration, pre-RFP, mandate intake, or mixed route.", "pattern": "Portal-ready materials need route classification before capital-motion claims.", "priority_rank": 7, "sme_verify": "Is Managers Gate registration, pre-RFP intake, or both?", "source_path": "data/recovered_loop_tick98_current_intake_first_party_proof_queue.json; data/recovered_loop_tick103_international_allocator_question_tests.json"}, "confidence": 0.9, "created_at": "2026-06-22 01:13:39", "deadline": null, "id": "portal-classification-gap-tick-111-pif-managers-gate-cycle-row-pif-managers-gate-route-classification-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "portal_classification_gap", "status": "open", "strategy": "PIF Managers Gate route classification", "subject_id": "tick-111-pif-managers-gate-cycle-row", "subject_name": "Tick 111 PIF Managers Gate cycle row", "subject_type": "funding_cycle_row", "updated_at": "2026-06-22 01:13:39"}
{"amount": "", "attrs": {"action": "Capture platform field labels and advisor retrieval surfaces.", "pattern": "Advisor-platform listability is an AEO/GEO route, not allocator funding proof.", "priority_rank": 8, "sme_verify": "Which fields determine advisor search visibility and model-portfolio inclusion?", "source_path": "data/recovered_loop_tick74_private_wealth_platform_onboarding_fields.json; data/recovered_loop_tick110_pitch_window_packet_matrix.json"}, "confidence": 0.9, "created_at": "2026-06-22 01:13:39", "deadline": null, "id": "private-wealth-retrieval-proxy-tick-111-icapital-platform-diligence-cycle-row-private-wealth-platform-listability-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "private_wealth_retrieval_proxy", "status": "open", "strategy": "private wealth platform listability", "subject_id": "tick-111-icapital-platform-diligence-cycle-row", "subject_name": "Tick 111 iCapital platform diligence cycle row", "subject_type": "funding_cycle_row", "updated_at": "2026-06-22 01:13:39"}
{"amount": "", "attrs": {"action": "Execute hour 02 and produce replacement-motion, proof-gated monitor, question-test, and next-hour consultant/ODD rows.", "pattern": "Replacement opportunities often appear as terminations, watchlists, contract expiry, fee pressure, or sleeve redesign before formal RFPs.", "priority_rank": 1, "sme_verify": "Which incumbent is vulnerable and why?", "source_path": "data/recovered_loop_tick97_hourly_goal_and_question_test_schedule.json"}, "confidence": 0.95, "created_at": "2026-06-22 01:17:56", "deadline": null, "id": "hourly-lane-execution-tick-112-low-performer-replacement-hour-02-control-plane-low-performer-replacement-motion-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "hourly_lane_execution", "status": "active", "strategy": "low-performer replacement motion", "subject_id": "tick-112-low-performer-replacement-hour-02-control-plane", "subject_name": "Tick 112 low-performer replacement hour 02 control plane", "subject_type": "process", "updated_at": "2026-06-22 01:17:56"}
{"amount": "", "attrs": {"action": "Normalize incumbent, weakness signal, replacement trigger, strategy bucket, owner, proof status, and SME question.", "pattern": "Underperformance is actionable only when tied to review, watchlist, contract, fee, risk, or sleeve trigger.", "priority_rank": 2, "sme_verify": "What specifically makes the incumbent vulnerable?", "source_path": "data/recovered_loop_tick100_vulnerable_incumbent_replacement_matrix.json"}, "confidence": 0.9, "created_at": "2026-06-22 01:17:56", "deadline": null, "id": "replacement-motion-gap-tick-112-vulnerable-incumbent-matrix-lane-vulnerable-incumbent-matrix-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "replacement_motion_gap", "status": "open", "strategy": "vulnerable incumbent matrix", "subject_id": "tick-112-vulnerable-incumbent-matrix-lane", "subject_name": "Tick 112 vulnerable incumbent matrix lane", "subject_type": "analysis_lane", "updated_at": "2026-06-22 01:17:56"}
{"amount": "", "attrs": {"action": "Promote only when official or SME-verifiable trigger exists; keep trade-press-only rows downgraded.", "pattern": "Official proof separates real changeout from generic weak-manager commentary.", "priority_rank": 3, "sme_verify": "Which first-party document proves replacement motion?", "source_path": "data/recovered_loop_tick100_replacement_official_proof_queue.json"}, "confidence": 0.92, "created_at": "2026-06-22 01:17:56", "deadline": null, "id": "official-proof-gate-tick-112-official-proof-and-downgrade-lane-first-party-replacement-proof-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "official_proof_gate", "status": "open", "strategy": "first-party replacement proof", "subject_id": "tick-112-official-proof-and-downgrade-lane", "subject_name": "Tick 112 official proof and downgrade lane", "subject_type": "analysis_lane", "updated_at": "2026-06-22 01:17:56"}
{"amount": "", "attrs": {"action": "Treat July 15 as the top packetized replacement opportunity and preserve contract-expiry evidence.", "pattern": "Hard deadlines with expiring contracts outrank monitor-only termination rows.", "priority_rank": 4, "sme_verify": "Does the passive-indexing replacement cycle imply broader roster refresh?", "source_path": "docs/quant-pitch-calendar.md; data/recovered_loop_tick111_funding_cycle_matrix.json"}, "confidence": 0.96, "created_at": "2026-06-22 01:17:56", "deadline": null, "id": "contract-expiry-replacement-tick-112-nyc-bam-contract-expiry-replacement-lane-nyc-bam-passive-indexing-replacement-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "contract_expiry_replacement", "status": "open", "strategy": "NYC BAM passive indexing replacement", "subject_id": "tick-112-nyc-bam-contract-expiry-replacement-lane", "subject_name": "Tick 112 NYC BAM contract-expiry replacement lane", "subject_type": "pitch_window", "updated_at": "2026-06-22 01:17:56"}
{"amount": "", "attrs": {"action": "Recheck SURS official packet, annual report, and manager-decision record for sleeve-specific proof.", "pattern": "Long-vol termination can open crisis-alpha demand only if the sleeve is refilled or redesigned.", "priority_rank": 5, "sme_verify": "Was the termination performance, fee/carry, or sleeve redesign?", "source_path": "data/recovered_loop_tick81_monitor_split_official_vs_sme.json"}, "confidence": 0.86, "created_at": "2026-06-22 01:17:56", "deadline": null, "id": "manager-termination-monitor-tick-112-surs-long-vol-termination-monitor-lane-long-volatility-crisis-alpha-replacement-2026-06-21-monitor", "next_review": null, "signal_date": "2026-06-21", "signal_type": "manager_termination_monitor", "status": "monitor", "strategy": "long volatility crisis alpha replacement", "subject_id": "tick-112-surs-long-vol-termination-monitor-lane", "subject_name": "Tick 112 SURS long-vol termination monitor lane", "subject_type": "monitor_split_task", "updated_at": "2026-06-22 01:17:56"}
{"amount": "", "attrs": {"action": "Recheck VRS board packet, annual report, and disclosure archive for Orchard termination and replacement path.", "pattern": "Liquid-credit exits can open relative-value or systematic fixed-income replacement demand if capital remains in play.", "priority_rank": 6, "sme_verify": "What replaced Orchard and who owns the shortlist?", "source_path": "data/recovered_loop_tick81_monitor_split_official_vs_sme.json"}, "confidence": 0.84, "created_at": "2026-06-22 01:17:56", "deadline": null, "id": "manager-termination-monitor-tick-112-vrs-orchard-liquid-credit-termination-monitor-lane-liquid-credit-relative-value-replacement-2026-06-21-monitor", "next_review": null, "signal_date": "2026-06-21", "signal_type": "manager_termination_monitor", "status": "monitor", "strategy": "liquid credit relative value replacement", "subject_id": "tick-112-vrs-orchard-liquid-credit-termination-monitor-lane", "subject_name": "Tick 112 VRS Orchard liquid-credit termination monitor lane", "subject_type": "monitor_split_task", "updated_at": "2026-06-22 01:17:56"}
{"amount": "", "attrs": {"action": "Classify NYSCRF disclosure rows as hire, termination, follow-on, amendment, or routine position change.", "pattern": "Monthly tapes can surface replacement motion earlier than public searches.", "priority_rank": 7, "sme_verify": "Which rows are real manager events?", "source_path": "data/recovered_loop_tick74_nyscrf_monthly_tape_schema_and_actions.json"}, "confidence": 0.9, "created_at": "2026-06-22 01:17:56", "deadline": null, "id": "manager-motion-tape-tick-112-nyscrf-hire-termination-tape-lane-monthly-hire-termination-extraction-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "manager_motion_tape", "status": "active", "strategy": "monthly hire termination extraction", "subject_id": "tick-112-nyscrf-hire-termination-tape-lane", "subject_name": "Tick 112 NYSCRF hire termination tape lane", "subject_type": "surface", "updated_at": "2026-06-22 01:17:56"}
{"amount": "", "attrs": {"action": "Monitor consultant-client agendas and board packets for review, termination, renewal, or redesign language.", "pattern": "Consultant agenda language is often the hidden first-screen before a public RFP.", "priority_rank": 8, "sme_verify": "Which consultant or board owner controls the review?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md; data/recovered_loop_tick100_replacement_official_proof_queue.json"}, "confidence": 0.88, "created_at": "2026-06-22 01:17:56", "deadline": null, "id": "consultant-review-monitor-tick-112-consultant-agenda-and-board-review-lane-consultant-and-board-agenda-monitoring-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "consultant_review_monitor", "status": "open", "strategy": "consultant and board agenda monitoring", "subject_id": "tick-112-consultant-agenda-and-board-review-lane", "subject_name": "Tick 112 consultant agenda and board review lane", "subject_type": "surface", "updated_at": "2026-06-22 01:17:56"}
{"amount": "", "attrs": {"action": "Test ChatGPT Search, Google AI Overviews, Claude, and Perplexity against required replacement fields.", "pattern": "Answer engines fail if they give generic underperformance without source-backed trigger and owner.", "priority_rank": 9, "sme_verify": "Does the answer identify incumbent, weakness, trigger, owner, and verification question?", "source_path": "data/recovered_loop_tick100_low_performer_question_tests.json; data/recovered_loop_tick105_aeo_geo_capture_ledger_schema.json"}, "confidence": 0.88, "created_at": "2026-06-22 01:17:56", "deadline": null, "id": "question-test-tick-112-low-performer-aeo-geo-query-lane-aeo-geo-vulnerable-incumbent-testing-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "question_test", "status": "open", "strategy": "AEO GEO vulnerable incumbent testing", "subject_id": "tick-112-low-performer-aeo-geo-query-lane", "subject_name": "Tick 112 low-performer AEO GEO query lane", "subject_type": "content_asset", "updated_at": "2026-06-22 01:17:56"}
{"amount": "", "attrs": {"action": "Route tick 113 to consultant and ODD workflow surfaces unless a stronger replacement blocker dominates.", "pattern": "Replacement blockers should become DDQ, ODD, manager-database, and client-retrieval tasks.", "priority_rank": 10, "sme_verify": "Which consultant field changes shortlist inclusion?", "source_path": "data/recovered_loop_tick97_hourly_goal_and_question_test_schedule.json"}, "confidence": 0.9, "created_at": "2026-06-22 01:17:56", "deadline": null, "id": "next-hour-route-tick-112-next-hour-consultant-odd-handoff-gate-hourly-loop-routing-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "next_hour_route", "status": "open", "strategy": "hourly loop routing", "subject_id": "tick-112-next-hour-consultant-odd-handoff-gate", "subject_name": "Tick 112 next-hour consultant ODD handoff gate", "subject_type": "process", "updated_at": "2026-06-22 01:17:56"}
{"amount": "", "attrs": {"action": "official solicitation deadline and replacement of expiring contracts", "pattern": "contract-expiry replacement cycle and July 15 official search deadline", "priority_rank": 1, "sme_verify": "Does this replace only passive indexing incumbents or refresh a broader quant roster?", "source_path": "docs/quant-pitch-calendar.md; data/recovered_loop_tick111_funding_cycle_matrix.json"}, "confidence": 0.96, "created_at": "2026-06-22 01:18:10", "deadline": null, "id": "contract-expiry-replacement-tick-112-nyc-bam-passive-indexing-incumbent-contract-cycle-passive-indexing-smart-beta-adjacency-quant-implementation-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "contract_expiry_replacement", "status": "open", "strategy": "passive indexing, smart beta adjacency, quant implementation", "subject_id": "tick-112-nyc-bam-passive-indexing-incumbent-contract-cycle", "subject_name": "Tick 112 NYC BAM passive indexing incumbent contract cycle", "subject_type": "replacement_motion_row", "updated_at": "2026-06-22 01:18:10"}
{"amount": "", "attrs": {"action": "potential refill, redesign, or closure of risk-mitigation sleeve", "pattern": "termination monitor with unresolved sleeve-specific official proof", "priority_rank": 2, "sme_verify": "Was the termination performance-driven, fee/carry-cost driven, or a sleeve redesign?", "source_path": "data/recovered_loop_tick72_low_performer_replacement_evidence_queue.json; data/recovered_loop_tick81_monitor_split_official_vs_sme.json"}, "confidence": 0.85, "created_at": "2026-06-22 01:18:10", "deadline": null, "id": "manager-termination-monitor-tick-112-surs-long-vol-manager-termination-long-volatility-crisis-alpha-systematic-convexity-2026-06-21-monitor", "next_review": null, "signal_date": "2026-06-21", "signal_type": "manager_termination_monitor", "status": "monitor", "strategy": "long volatility, crisis alpha, systematic convexity", "subject_id": "tick-112-surs-long-vol-manager-termination", "subject_name": "Tick 112 SURS long-vol manager termination", "subject_type": "replacement_motion_row", "updated_at": "2026-06-22 01:18:10"}
{"amount": "", "attrs": {"action": "potential replacement slot for relative-value, liquid credit, or systematic fixed-income exposure", "pattern": "liquid-credit termination monitor with official transition path unresolved", "priority_rank": 3, "sme_verify": "Was Orchard replaced, closed, or shifted into another credit implementation?", "source_path": "data/recovered_loop_tick72_low_performer_replacement_evidence_queue.json; data/recovered_loop_tick81_monitor_split_official_vs_sme.json"}, "confidence": 0.85, "created_at": "2026-06-22 01:18:10", "deadline": null, "id": "manager-termination-monitor-tick-112-vrs-orchard-liquid-credit-termination-liquid-credit-relative-value-systematic-fixed-income-2026-06-21-monitor", "next_review": null, "signal_date": "2026-06-21", "signal_type": "manager_termination_monitor", "status": "monitor", "strategy": "liquid credit, relative value, systematic fixed income", "subject_id": "tick-112-vrs-orchard-liquid-credit-termination", "subject_name": "Tick 112 VRS Orchard Liquid Credit termination", "subject_type": "replacement_motion_row", "updated_at": "2026-06-22 01:18:10"}
{"amount": "", "attrs": {"action": "monthly transaction row showing manager change or capital shift", "pattern": "hire, termination, amendment, follow-on, amount, and placement-agent fields", "priority_rank": 4, "sme_verify": "Which monthly rows are true manager events versus routine position changes?", "source_path": "data/recovered_loop_tick74_nyscrf_monthly_tape_schema_and_actions.json; data/recovered_loop_tick111_funding_cycle_matrix.json"}, "confidence": 0.88, "created_at": "2026-06-22 01:18:10", "deadline": null, "id": "replacement-motion-row-tick-112-nyscrf-monthly-disclosure-manager-event-tape-manager-motion-tape-emerging-manager-route-replacement-monitoring-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "replacement_motion_row", "status": "active", "strategy": "manager-motion tape, emerging-manager route, replacement monitoring", "subject_id": "tick-112-nyscrf-monthly-disclosure-manager-event-tape", "subject_name": "Tick 112 NYSCRF monthly disclosure manager event tape", "subject_type": "replacement_motion_row", "updated_at": "2026-06-22 01:18:10"}
{"amount": "", "attrs": {"action": "replacement, extension, reissue, or direct-proposal route around manager-opportunity page", "pattern": "public manager opportunities and consultant contract rollover timing", "priority_rank": 5, "sme_verify": "Is the real first gate eVestment, direct proposal, consultant owner, or staff sponsor?", "source_path": "data/recovered_loop_tick100_replacement_official_proof_queue.json; data/recovered_loop_tick111_funding_cycle_matrix.json"}, "confidence": 0.88, "created_at": "2026-06-22 01:18:10", "deadline": null, "id": "replacement-motion-row-tick-112-calpers-consultant-and-asset-manager-roster-rollover-public-market-manager-intake-consultant-screen-active-risk-completion-2026-06-21-monitor", "next_review": null, "signal_date": "2026-06-21", "signal_type": "replacement_motion_row", "status": "monitor", "strategy": "public-market manager intake, consultant screen, active-risk completion", "subject_id": "tick-112-calpers-consultant-and-asset-manager-roster-rollover", "subject_name": "Tick 112 CalPERS consultant and asset-manager roster rollover", "subject_type": "replacement_motion_row", "updated_at": "2026-06-22 01:18:10"}
{"amount": "", "attrs": {"action": "board agenda, minute, target change, or RFP page changing to open procurement", "pattern": "board cadence and negative/open RFP status can flip into review", "priority_rank": 6, "sme_verify": "Does the board calendar or RFP page control the real first gate?", "source_path": "data/recovered_loop_tick81_monitor_split_official_vs_sme.json; data/recovered_loop_tick100_replacement_official_proof_queue.json"}, "confidence": 0.88, "created_at": "2026-06-22 01:18:10", "deadline": null, "id": "replacement-motion-row-tick-112-kcera-board-and-rfp-cadence-hedge-funds-liquid-diversifiers-pacing-plan-gap-2026-06-21-monitor", "next_review": null, "signal_date": "2026-06-21", "signal_type": "replacement_motion_row", "status": "monitor", "strategy": "hedge funds, liquid diversifiers, pacing-plan gap", "subject_id": "tick-112-kcera-board-and-rfp-cadence", "subject_name": "Tick 112 KCERA board and RFP cadence", "subject_type": "replacement_motion_row", "updated_at": "2026-06-22 01:18:10"}
{"amount": "", "attrs": {"action": "board-book action, vote, summary, recording, or audio item naming allocation change", "pattern": "meeting materials may disclose approvals, commitments, manager changes, or review items", "priority_rank": 7, "sme_verify": "Which agenda or audio item maps to actual manager review or replacement?", "source_path": "data/recovered_loop_tick74_trs_utimco_board_materials_action_queue.json; data/recovered_loop_tick100_replacement_official_proof_queue.json"}, "confidence": 0.88, "created_at": "2026-06-22 01:18:10", "deadline": null, "id": "replacement-motion-row-tick-112-trs-texas-and-utimco-board-materials-monitor-commitments-manager-changes-board-approvals-diversifying-strategies-2026-06-21-monitor", "next_review": null, "signal_date": "2026-06-21", "signal_type": "replacement_motion_row", "status": "monitor", "strategy": "commitments, manager changes, board approvals, diversifying strategies", "subject_id": "tick-112-trs-texas-and-utimco-board-materials-monitor", "subject_name": "Tick 112 TRS Texas and UTIMCO board-materials monitor", "subject_type": "replacement_motion_row", "updated_at": "2026-06-22 01:18:10"}
{"amount": "", "attrs": {"action": "client agenda, manager database update, research note, or ODD workflow that changes shortlist inclusion", "pattern": "manager-review agenda language, portal field changes, shortlist movement, ODD concerns", "priority_rank": 8, "sme_verify": "Which consultant field or agenda item changes shortlist inclusion?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md; data/recovered_loop_tick100_low_performer_question_tests.json"}, "confidence": 0.88, "created_at": "2026-06-22 01:18:10", "deadline": null, "id": "replacement-motion-row-tick-112-consultant-agenda-and-manager-portal-replacement-monitor-consultant-workflow-ddq-odd-manager-database-client-retrieval-2026-06-21-monitor", "next_review": null, "signal_date": "2026-06-21", "signal_type": "replacement_motion_row", "status": "monitor", "strategy": "consultant workflow, DDQ/ODD, manager database, client retrieval", "subject_id": "tick-112-consultant-agenda-and-manager-portal-replacement-monitor", "subject_name": "Tick 112 Consultant agenda and manager portal replacement monitor", "subject_type": "replacement_motion_row", "updated_at": "2026-06-22 01:18:10"}
{"amount": "", "attrs": {"action": "source-backed answer names incumbent, weakness, trigger, owner, and verification question", "pattern": "query failure if generic underperformance is returned without source-backed trigger", "priority_rank": 9, "sme_verify": "Can the answer be verified by a source owner or SME without performance gossip?", "source_path": "data/recovered_loop_tick100_low_performer_question_tests.json; data/recovered_loop_tick105_aeo_geo_capture_ledger_schema.json"}, "confidence": 0.88, "created_at": "2026-06-22 01:18:10", "deadline": null, "id": "question-test-tick-112-aeo-geo-vulnerable-incumbent-query-test-public-answer-engines-finance-workspace-retrieval-aeo-geo-strategy-2026-06-21-monitor", "next_review": null, "signal_date": "2026-06-21", "signal_type": "question_test", "status": "monitor", "strategy": "public answer engines, finance workspace retrieval, AEO/GEO strategy", "subject_id": "tick-112-aeo-geo-vulnerable-incumbent-query-test", "subject_name": "Tick 112 AEO GEO vulnerable incumbent query test", "subject_type": "replacement_motion_row", "updated_at": "2026-06-22 01:18:10"}
{"amount": "", "attrs": {"action": "platform diligence or model-portfolio review creates a replacement narrative even without allocator funding proof", "pattern": "advisor search visibility, model fit, fees, liquidity, reporting, DDQ/ODD gaps", "priority_rank": 10, "sme_verify": "Which platform fields make the replacement narrative visible to advisors?", "source_path": "data/recovered_loop_tick74_private_wealth_platform_onboarding_fields.json; data/recovered_loop_tick111_funding_cycle_matrix.json"}, "confidence": 0.88, "created_at": "2026-06-22 01:18:10", "deadline": null, "id": "replacement-motion-row-tick-112-private-wealth-platform-replacement-narrative-private-wealth-advisor-platform-diligence-metadata-model-portfolio-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "replacement_motion_row", "status": "open", "strategy": "private wealth, advisor platform, diligence metadata, model portfolio", "subject_id": "tick-112-private-wealth-platform-replacement-narrative", "subject_name": "Tick 112 Private-wealth platform replacement narrative", "subject_type": "replacement_motion_row", "updated_at": "2026-06-22 01:18:10"}
{"amount": "", "attrs": {"action": "Execute hour 03 and convert replacement blockers into consultant field, DDQ, ODD, manager-database, and client retrieval rows.", "pattern": "Consultant and ODD workflow surfaces are hidden shortlist controls that need exact field evidence.", "priority_rank": 1, "sme_verify": "Which consultant field changes shortlist inclusion?", "source_path": "data/recovered_loop_tick97_hourly_goal_and_question_test_schedule.json"}, "confidence": 0.95, "created_at": "2026-06-22 01:21:49", "deadline": null, "id": "hourly-lane-execution-tick-113-consultant-odd-workflow-hour-03-control-plane-consultant-and-odd-workflow-surfaces-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "hourly_lane_execution", "status": "active", "strategy": "consultant and ODD workflow surfaces", "subject_id": "tick-113-consultant-odd-workflow-hour-03-control-plane", "subject_name": "Tick 113 consultant ODD workflow hour 03 control plane", "subject_type": "process", "updated_at": "2026-06-22 01:21:49"}
{"amount": "", "attrs": {"action": "Require consultant, workflow surface, manager packet, ODD/risk fields, client retrieval surface, named owner, and proof gap.", "pattern": "Generic consultant pages do not prove the field that affects shortlist inclusion.", "priority_rank": 2, "sme_verify": "Which field is actually searched or exported during first screen?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md"}, "confidence": 0.92, "created_at": "2026-06-22 01:21:49", "deadline": null, "id": "workflow-field-schema-tick-113-consultant-workflow-field-schema-consultant-manager-database-schema-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "workflow_field_schema", "status": "active", "strategy": "consultant manager database schema", "subject_id": "tick-113-consultant-workflow-field-schema", "subject_name": "Tick 113 consultant workflow field schema", "subject_type": "schema", "updated_at": "2026-06-22 01:21:49"}
{"amount": "", "attrs": {"action": "Build Aksia-specific data-room index, DDQ/ODD packet, risk reporting appendix, and hedge-fund screening owner map.", "pattern": "Aksia must be modeled as hedge-fund screening plus ODD, not generic consulting.", "priority_rank": 3, "sme_verify": "Which Aksia surface is manager intake versus client MAX retrieval?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md; data/recovered_loop_tick31_consultant_gatekeeper_people.json"}, "confidence": 0.9, "created_at": "2026-06-22 01:21:49", "deadline": null, "id": "consultant-workflow-tick-113-aksia-max-manager-portal-odd-lane-aksia-manager-portal-max-odd-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "consultant_workflow", "status": "open", "strategy": "Aksia manager portal MAX ODD", "subject_id": "tick-113-aksia-max-manager-portal-odd-lane", "subject_name": "Tick 113 Aksia MAX manager portal ODD lane", "subject_type": "consultant_surface", "updated_at": "2026-06-22 01:21:49"}
{"amount": "", "attrs": {"action": "Split Callan alternatives consulting, manager evaluation, RFP watch, named people, client plan, mandate, deadline, and board packet.", "pattern": "Callan/RFP networks can create route visibility only after buyer and mandate are separated.", "priority_rank": 4, "sme_verify": "Which Callan route owns the Chicago alternatives search surface?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md; data/recovered_loop_tick31_consultant_gatekeeper_people.json"}, "confidence": 0.88, "created_at": "2026-06-22 01:21:49", "deadline": null, "id": "consultant-workflow-tick-113-callan-rfp-networks-alternatives-lane-callan-alternatives-rfp-network-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "consultant_workflow", "status": "open", "strategy": "Callan alternatives RFP network", "subject_id": "tick-113-callan-rfp-networks-alternatives-lane", "subject_name": "Tick 113 Callan RFP networks alternatives lane", "subject_type": "consultant_surface", "updated_at": "2026-06-22 01:21:49"}
{"amount": "", "attrs": {"action": "Split manager login, research login, public-client agenda, consultant people, and mandate keywords.", "pattern": "Research and manager-login surfaces imply different AEO/GEO content and outreach packets.", "priority_rank": 5, "sme_verify": "Which Marquette surface is the real manager-search entry point?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md"}, "confidence": 0.86, "created_at": "2026-06-22 01:21:49", "deadline": null, "id": "consultant-workflow-tick-113-marquette-manager-research-login-lane-marquette-manager-and-research-login-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "consultant_workflow", "status": "open", "strategy": "Marquette manager and research login", "subject_id": "tick-113-marquette-manager-research-login-lane", "subject_name": "Tick 113 Marquette manager research login lane", "subject_type": "consultant_surface", "updated_at": "2026-06-22 01:21:49"}
{"amount": "", "attrs": {"action": "Attach NEPC alternatives team, manager research contacts, OCIO committee, marketable investment owners, and search examples.", "pattern": "People coverage is useful only when tied to manager-research and OCIO workflow surfaces.", "priority_rank": 6, "sme_verify": "Who owns NEPC marketable alternatives first screen?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md; data/recovered_loop_tick31_consultant_gatekeeper_people.json"}, "confidence": 0.9, "created_at": "2026-06-22 01:21:49", "deadline": null, "id": "consultant-workflow-tick-113-nepc-marketable-alternatives-lane-nepc-alternatives-manager-research-ocio-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "consultant_workflow", "status": "open", "strategy": "NEPC alternatives manager research OCIO", "subject_id": "tick-113-nepc-marketable-alternatives-lane", "subject_name": "Tick 113 NEPC marketable alternatives lane", "subject_type": "consultant_surface", "updated_at": "2026-06-22 01:21:49"}
{"amount": "", "attrs": {"action": "Backfill Mercer alternatives/OCIO workflow and Albourne QDD/CPC/regional research/fintech implementation surfaces.", "pattern": "High-priority consultants remain weak if only brand and people nodes exist without workflow fields.", "priority_rank": 7, "sme_verify": "Which Mercer or Albourne workflow field determines whether a quant manager advances?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md; data/recovered_loop_tick31_consultant_gatekeeper_people.json"}, "confidence": 0.84, "created_at": "2026-06-22 01:21:49", "deadline": null, "id": "source-gap-tick-113-mercer-albourne-workflow-gap-lane-mercer-albourne-workflow-proof-gaps-2026-06-21-source-needed", "next_review": null, "signal_date": "2026-06-21", "signal_type": "source_gap", "status": "source_needed", "strategy": "Mercer Albourne workflow proof gaps", "subject_id": "tick-113-mercer-albourne-workflow-gap-lane", "subject_name": "Tick 113 Mercer Albourne workflow gap lane", "subject_type": "consultant_surface", "updated_at": "2026-06-22 01:21:49"}
{"amount": "", "attrs": {"action": "Normalize fund data, subscription workflow, DDQ/ODD, advisor education, portfolio fit, reporting, fee/liquidity, and platform metadata fields.", "pattern": "Advisor platform search has different fields than institutional RFP search.", "priority_rank": 8, "sme_verify": "Which advisor-facing field changes listability or recommendation?", "source_path": "data/recovered_loop_tick74_private_wealth_platform_onboarding_fields.json; data/recovered_loop_tick82_answer_engine_query_test_checklists.json"}, "confidence": 0.88, "created_at": "2026-06-22 01:21:49", "deadline": null, "id": "platform-diligence-fields-tick-113-private-wealth-platform-diligence-lane-private-wealth-platform-listability-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "platform_diligence_fields", "status": "open", "strategy": "private wealth platform listability", "subject_id": "tick-113-private-wealth-platform-diligence-lane", "subject_name": "Tick 113 private wealth platform diligence lane", "subject_type": "platform_surface", "updated_at": "2026-06-22 01:21:49"}
{"amount": "", "attrs": {"action": "Run consultant database and advisor platform query tests; fail if answers collapse portals, client retrieval, and ODD into generic DDQ language.", "pattern": "AEO/GEO success requires field-specific workflow answers with source caveats.", "priority_rank": 9, "sme_verify": "Does the answer separate manager portal, client retrieval, and ODD fields?", "source_path": "data/recovered_loop_tick82_answer_engine_query_test_checklists.json"}, "confidence": 0.88, "created_at": "2026-06-22 01:21:49", "deadline": null, "id": "aeo-query-test-tick-113-consultant-aeo-geo-query-lane-consultant-and-advisor-workflow-query-tests-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "aeo_query_test", "status": "active", "strategy": "consultant and advisor workflow query tests", "subject_id": "tick-113-consultant-aeo-geo-query-lane", "subject_name": "Tick 113 consultant AEO GEO query lane", "subject_type": "aeo_test", "updated_at": "2026-06-22 01:21:49"}
{"amount": "", "attrs": {"action": "Route tick 114 to family office and private wealth owners after audit unless consultant workflow blockers dominate.", "pattern": "Consultant workflow outputs should feed named owner expansion in hour 04.", "priority_rank": 10, "sme_verify": "Which named person owns the family-office or private-wealth route?", "source_path": "data/recovered_loop_tick97_hourly_goal_and_question_test_schedule.json"}, "confidence": 0.9, "created_at": "2026-06-22 01:21:49", "deadline": null, "id": "next-hour-route-tick-113-next-hour-family-office-handoff-gate-hourly-loop-routing-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "next_hour_route", "status": "open", "strategy": "hourly loop routing", "subject_id": "tick-113-next-hour-family-office-handoff-gate", "subject_name": "Tick 113 next-hour family office handoff gate", "subject_type": "process", "updated_at": "2026-06-22 01:21:49"}
{"amount": "", "attrs": {"action": "Build packet fields: portal_path, manager_packet_fields, DDQ, ODD, risk_reporting_fields, data-room index, drawdown profile, transparency evidence", "pattern": "Pass if manager portal, MAX client retrieval, hedge-fund research, and ODD fields are separated; fail if generic consultant DDQ language.", "priority_rank": 1, "sme_verify": "Pass if manager portal, MAX client retrieval, hedge-fund research, and ODD fields are separated; fail if generic consultant DDQ language.", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md; data/recovered_loop_tick31_consultant_gatekeeper_people.json"}, "confidence": 0.88, "created_at": "2026-06-22 01:21:58", "deadline": null, "id": "consultant-workflow-tick-113-aksia-manager-portal-max-workflow-row-manager-portal-separated-from-max-client-retrieval-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "consultant_workflow", "status": "open", "strategy": "manager portal separated from MAX client retrieval", "subject_id": "tick-113-aksia-manager-portal-max-workflow-row", "subject_name": "Tick 113 Aksia Manager Portal / MAX workflow row", "subject_type": "consultant_workflow_row", "updated_at": "2026-06-22 01:21:58"}
{"amount": "", "attrs": {"action": "Build packet fields: consultant_people, client_plan, mandate, rfp_network, deadline, board_packet, search_status", "pattern": "Pass if buyer, consultant route, mandate, deadline, and packet are separated; fail if Callan is only a brand node.", "priority_rank": 2, "sme_verify": "Pass if buyer, consultant route, mandate, deadline, and packet are separated; fail if Callan is only a brand node.", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md; data/recovered_loop_tick31_consultant_gatekeeper_people.json"}, "confidence": 0.88, "created_at": "2026-06-22 01:21:58", "deadline": null, "id": "consultant-workflow-tick-113-callan-rfp-networks-workflow-row-alternatives-consulting-manager-evaluation-rfp-watch-chicago-buyer-split-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "consultant_workflow", "status": "open", "strategy": "alternatives consulting, manager evaluation, RFP watch, Chicago buyer split", "subject_id": "tick-113-callan-rfp-networks-workflow-row", "subject_name": "Tick 113 Callan / RFP networks workflow row", "subject_type": "consultant_workflow_row", "updated_at": "2026-06-22 01:21:58"}
{"amount": "", "attrs": {"action": "Build packet fields: manager_login, research_login, public_client_agenda, consultant_people, mandate_keywords", "pattern": "Pass if research login, manager login, and public agenda are distinct; fail if only a consultant brand page exists.", "priority_rank": 3, "sme_verify": "Pass if research login, manager login, and public agenda are distinct; fail if only a consultant brand page exists.", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md"}, "confidence": 0.88, "created_at": "2026-06-22 01:21:58", "deadline": null, "id": "consultant-workflow-tick-113-marquette-associates-workflow-row-manager-login-research-login-public-client-agenda-monitor-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "consultant_workflow", "status": "open", "strategy": "manager login, research login, public-client agenda monitor", "subject_id": "tick-113-marquette-associates-workflow-row", "subject_name": "Tick 113 Marquette Associates workflow row", "subject_type": "consultant_workflow_row", "updated_at": "2026-06-22 01:21:58"}
{"amount": "", "attrs": {"action": "Build packet fields: alternatives_team, manager_research_contacts, search_examples, ocio_clients, rfp_or_insights_urls", "pattern": "Pass if people map to manager-research and OCIO workflow surfaces; fail if only people names are returned.", "priority_rank": 4, "sme_verify": "Pass if people map to manager-research and OCIO workflow surfaces; fail if only people names are returned.", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md; data/recovered_loop_tick31_consultant_gatekeeper_people.json"}, "confidence": 0.88, "created_at": "2026-06-22 01:21:58", "deadline": null, "id": "consultant-workflow-tick-113-nepc-workflow-row-alternatives-team-manager-research-marketable-investments-ocio-committee-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "consultant_workflow", "status": "open", "strategy": "alternatives team, manager research, marketable investments, OCIO committee", "subject_id": "tick-113-nepc-workflow-row", "subject_name": "Tick 113 NEPC workflow row", "subject_type": "consultant_workflow_row", "updated_at": "2026-06-22 01:21:58"}
{"amount": "", "attrs": {"action": "Build packet fields: investment_research_people, alternative_research_process, manager_database, client_segments, source_url", "pattern": "Pass if Mercer alternatives research process and manager database are sourced; fail if only conference people are present.", "priority_rank": 5, "sme_verify": "Pass if Mercer alternatives research process and manager database are sourced; fail if only conference people are present.", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md; data/recovered_loop_tick31_consultant_gatekeeper_people.json"}, "confidence": 0.88, "created_at": "2026-06-22 01:21:58", "deadline": null, "id": "consultant-workflow-tick-113-mercer-workflow-row-alternatives-ocio-manager-database-client-segments-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "consultant_workflow", "status": "active", "strategy": "alternatives/OCIO, manager database, client segments", "subject_id": "tick-113-mercer-workflow-row", "subject_name": "Tick 113 Mercer workflow row", "subject_type": "consultant_workflow_row", "updated_at": "2026-06-22 01:21:58"}
{"amount": "", "attrs": {"action": "Build packet fields: hedge_fund_research_people, client_segments, manager_database, odd_fields, qdd_fields, source_url", "pattern": "Pass if QDD/CPC/regional research and manager database are separate; fail if Albourne is treated as generic rival/LP.", "priority_rank": 6, "sme_verify": "Pass if QDD/CPC/regional research and manager database are separate; fail if Albourne is treated as generic rival/LP.", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md; data/recovered_loop_tick31_consultant_gatekeeper_people.json"}, "confidence": 0.88, "created_at": "2026-06-22 01:21:58", "deadline": null, "id": "consultant-workflow-tick-113-albourne-partners-workflow-row-hedge-fund-advisory-qdd-cpc-regional-research-fintech-implementation-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "consultant_workflow", "status": "open", "strategy": "hedge-fund advisory, QDD, CPC/regional research, fintech implementation", "subject_id": "tick-113-albourne-partners-workflow-row", "subject_name": "Tick 113 Albourne Partners workflow row", "subject_type": "consultant_workflow_row", "updated_at": "2026-06-22 01:21:58"}
{"amount": "", "attrs": {"action": "Build packet fields: fund_data_fields, subscription_workflow, ddq_fields, advisor_education, portfolio_fit, reporting_artifacts, all-in economics", "pattern": "Pass if listability, subscription, DDQ/ODD, and advisor education fields appear; fail if institutional RFP fields are reused.", "priority_rank": 7, "sme_verify": "Pass if listability, subscription, DDQ/ODD, and advisor education fields appear; fail if institutional RFP fields are reused.", "source_path": "data/recovered_loop_tick74_private_wealth_platform_onboarding_fields.json; docs/quant-consultant-private-wealth-extraction-queue.md"}, "confidence": 0.86, "created_at": "2026-06-22 01:21:58", "deadline": null, "id": "platform-diligence-fields-tick-113-icapital-marketplace-and-due-diligence-workflow-row-private-wealth-platform-diligence-and-subscription-workflow-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "platform_diligence_fields", "status": "open", "strategy": "private-wealth platform diligence and subscription workflow", "subject_id": "tick-113-icapital-marketplace-and-due-diligence-workflow-row", "subject_name": "Tick 113 iCapital Marketplace and Due Diligence workflow row", "subject_type": "consultant_workflow_row", "updated_at": "2026-06-22 01:21:58"}
{"amount": "", "attrs": {"action": "Build packet fields: advisor_prompt, retrieval_surface, asset_manager_packet, home_office_fields, model_portfolio_language, source_url", "pattern": "Pass if CAIS/Claude returns advisor-ready model-portfolio and liquidity/fee evidence; fail if only manager marketing text appears.", "priority_rank": 8, "sme_verify": "Pass if CAIS/Claude returns advisor-ready model-portfolio and liquidity/fee evidence; fail if only manager marketing text appears.", "source_path": "data/recovered_loop_tick74_private_wealth_platform_onboarding_fields.json; docs/quant-aeo-geo-content-backlog.md"}, "confidence": 0.86, "created_at": "2026-06-22 01:21:58", "deadline": null, "id": "platform-diligence-fields-tick-113-cais-x-claude-cais-advisor-intelligence-workflow-row-advisor-prompt-and-platform-native-retrieval-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "platform_diligence_fields", "status": "open", "strategy": "advisor prompt and platform-native retrieval", "subject_id": "tick-113-cais-x-claude-cais-advisor-intelligence-workflow-row", "subject_name": "Tick 113 CAIS x Claude / CAIS advisor intelligence workflow row", "subject_type": "consultant_workflow_row", "updated_at": "2026-06-22 01:21:58"}
{"amount": "", "attrs": {"action": "Build packet fields: model_portfolio, advisor_research, home_office_workflow, product_screen, source_url", "pattern": "Pass if model-portfolio fit and product-screen fields are explicit; fail if node-only coverage persists.", "priority_rank": 9, "sme_verify": "Pass if model-portfolio fit and product-screen fields are explicit; fail if node-only coverage persists.", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md; data/recovered_loop_tick74_private_wealth_platform_onboarding_fields.json"}, "confidence": 0.86, "created_at": "2026-06-22 01:21:58", "deadline": null, "id": "platform-diligence-fields-tick-113-morningstar-wealth-ria-model-portfolio-workflow-row-advisor-research-model-portfolio-home-office-workflow-product-screen-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "platform_diligence_fields", "status": "open", "strategy": "advisor research, model portfolio, home-office workflow, product screen", "subject_id": "tick-113-morningstar-wealth-ria-model-portfolio-workflow-row", "subject_name": "Tick 113 Morningstar Wealth / RIA model portfolio workflow row", "subject_type": "consultant_workflow_row", "updated_at": "2026-06-22 01:21:58"}
{"amount": "", "attrs": {"action": "Build packet fields: consultant-database fields, ODD/risk sections, manager portal, client retrieval surface, proof gaps", "pattern": "Pass if ChatGPT/Claude/AlphaSense/Bloomberg/FactSet distinguish portal, retrieval, and ODD; fail if they collapse to generic DDQ.", "priority_rank": 10, "sme_verify": "Pass if ChatGPT/Claude/AlphaSense/Bloomberg/FactSet distinguish portal, retrieval, and ODD; fail if they collapse to generic DDQ.", "source_path": "data/recovered_loop_tick82_answer_engine_query_test_checklists.json"}, "confidence": 0.86, "created_at": "2026-06-22 01:21:58", "deadline": null, "id": "platform-diligence-fields-tick-113-consultant-database-query-checklist-workflow-row-public-and-workflow-native-answer-engine-tests-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "platform_diligence_fields", "status": "open", "strategy": "public and workflow-native answer engine tests", "subject_id": "tick-113-consultant-database-query-checklist-workflow-row", "subject_name": "Tick 113 Consultant database query checklist workflow row", "subject_type": "consultant_workflow_row", "updated_at": "2026-06-22 01:21:58"}
{"amount": "", "attrs": {"action": "Execute hour 04 and expand named owners for family-office, platform, event, sponsor, webinar, advisor, and research routes.", "pattern": "Private-wealth actionability depends on route owners and workflow surfaces, not just platform brand names.", "priority_rank": 1, "sme_verify": "Which named person or role owns the family-office or private-wealth route?", "source_path": "data/recovered_loop_tick97_hourly_goal_and_question_test_schedule.json"}, "confidence": 0.95, "created_at": "2026-06-22 01:25:15", "deadline": null, "id": "hourly-lane-execution-tick-114-family-office-private-wealth-hour-04-control-plane-family-office-and-private-wealth-owners-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "hourly_lane_execution", "status": "active", "strategy": "family office and private wealth owners", "subject_id": "tick-114-family-office-private-wealth-hour-04-control-plane", "subject_name": "Tick 114 family office private wealth hour 04 control plane", "subject_type": "process", "updated_at": "2026-06-22 01:25:15"}
{"amount": "", "attrs": {"action": "Require owner or role, route surface, source, packet delta, blocker, and SME question before promotion.", "pattern": "Named-owner proof separates a real private-wealth route from broad demand commentary.", "priority_rank": 2, "sme_verify": "Which owner can receive or route manager materials now?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md"}, "confidence": 0.92, "created_at": "2026-06-22 01:25:15", "deadline": null, "id": "owner-proof-schema-tick-114-named-owner-proof-schema-named-owner-proof-requirements-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "owner_proof_schema", "status": "active", "strategy": "named owner proof requirements", "subject_id": "tick-114-named-owner-proof-schema", "subject_name": "Tick 114 named-owner proof schema", "subject_type": "schema", "updated_at": "2026-06-22 01:25:15"}
{"amount": "", "attrs": {"action": "Build advisor prompt and platform field owner map for CAIS and iCapital including fund data, subscription, DDQ, advisor education, reporting, and model fit.", "pattern": "Advisor retrieval and listability require platform-specific metadata owners.", "priority_rank": 3, "sme_verify": "Which CAIS or iCapital surface is the real retrieval or diligence entry point?", "source_path": "data/recovered_loop_tick74_private_wealth_platform_onboarding_fields.json; data/recovered_loop_tick35_private_wealth_platform_signals.json"}, "confidence": 0.9, "created_at": "2026-06-22 01:25:15", "deadline": null, "id": "advisor-platform-owner-gap-tick-114-cais-icapital-advisor-platform-owner-lane-cais-icapital-platform-owner-mapping-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "advisor_platform_owner_gap", "status": "open", "strategy": "CAIS iCapital platform owner mapping", "subject_id": "tick-114-cais-icapital-advisor-platform-owner-lane", "subject_name": "Tick 114 CAIS iCapital advisor platform owner lane", "subject_type": "platform_surface", "updated_at": "2026-06-22 01:25:15"}
{"amount": "", "attrs": {"action": "Keep JPM monitor-only until owned report/event proof appears; map UBS report date, allocation language, UHNW segment, and advisor route.", "pattern": "Private-bank demand is useful only when tied to an owned research/event surface or advisor workflow.", "priority_rank": 4, "sme_verify": "Which report or event page proves the route is current?", "source_path": "data/recovered_loop_tick74_private_wealth_platform_onboarding_fields.json; data/recovered_loop_tick35_private_wealth_platform_signals.json"}, "confidence": 0.86, "created_at": "2026-06-22 01:25:15", "deadline": null, "id": "private-bank-owner-gap-tick-114-jpm-ubs-private-bank-research-owner-lane-jpm-ubs-family-office-research-owner-mapping-2026-06-21-monitor", "next_review": null, "signal_date": "2026-06-21", "signal_type": "private_bank_owner_gap", "status": "monitor", "strategy": "JPM UBS family office research owner mapping", "subject_id": "tick-114-jpm-ubs-private-bank-research-owner-lane", "subject_name": "Tick 114 JPM UBS private-bank research owner lane", "subject_type": "private_bank_surface", "updated_at": "2026-06-22 01:25:15"}
{"amount": "", "attrs": {"action": "Map Morningstar product-screen fields and Morgan Stanley/BlackRock SMA approval workflow to named or role owner gaps.", "pattern": "RIA model and SMA routes need model approval fields and advisor portal proof.", "priority_rank": 5, "sme_verify": "Which workflow decides shelf fit and implementation fit?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md; data/recovered_loop_tick74_private_wealth_platform_onboarding_fields.json"}, "confidence": 0.86, "created_at": "2026-06-22 01:25:15", "deadline": null, "id": "advisor-workflow-owner-gap-tick-114-morningstar-morgan-stanley-advisor-workflow-owner-lane-model-portfolio-and-sma-approval-owners-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "advisor_workflow_owner_gap", "status": "open", "strategy": "model portfolio and SMA approval owners", "subject_id": "tick-114-morningstar-morgan-stanley-advisor-workflow-owner-lane", "subject_name": "Tick 114 Morningstar Morgan Stanley advisor workflow owner lane", "subject_type": "platform_surface", "updated_at": "2026-06-22 01:25:15"}
{"amount": "", "attrs": {"action": "Normalize member firm, event, speaker, sponsor, audience type, newsletter, and webinar links.", "pattern": "MFO networks become searchable only after member, event, speaker, and sponsor surfaces are separated.", "priority_rank": 6, "sme_verify": "Which pages expose speakers, sponsors, and webinar replays?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md; data/recovered_loop_tick75_conference_meeting_calendar_routes.json"}, "confidence": 0.84, "created_at": "2026-06-22 01:25:15", "deadline": null, "id": "mfo-network-owner-gap-tick-114-family-wealth-alliance-member-webinar-lane-multifamily-office-network-route-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "mfo_network_owner_gap", "status": "open", "strategy": "multifamily office network route", "subject_id": "tick-114-family-wealth-alliance-member-webinar-lane", "subject_name": "Tick 114 Family Wealth Alliance member webinar lane", "subject_type": "event_surface", "updated_at": "2026-06-22 01:25:15"}
{"amount": "", "attrs": {"action": "Extract delegate registration, sponsor prospectus, speaker page, attendee qualification, event date, and allocator theme.", "pattern": "Campden access is gated by qualification and sponsor/speaker routes.", "priority_rank": 7, "sme_verify": "Which Campden page exposes current speaker list and qualification rules?", "source_path": "data/recovered_loop_tick75_conference_meeting_calendar_routes.json"}, "confidence": 0.86, "created_at": "2026-06-22 01:25:15", "deadline": null, "id": "family-office-event-route-tick-114-campden-family-office-qualification-lane-campden-qualification-sponsor-speaker-route-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "family_office_event_route", "status": "open", "strategy": "Campden qualification sponsor speaker route", "subject_id": "tick-114-campden-family-office-qualification-lane", "subject_name": "Tick 114 Campden family-office qualification lane", "subject_type": "event_surface", "updated_at": "2026-06-22 01:25:15"}
{"amount": "", "attrs": {"action": "Extract event date, city, speaker, sponsor, wealth firm, topic, registration path, and selection category.", "pattern": "APAC private-wealth routes depend on event-specific sponsor and speaker metadata.", "priority_rank": 8, "sme_verify": "Which APB or Hubbis page is reliable for current sponsors and speakers?", "source_path": "data/recovered_loop_tick75_conference_meeting_calendar_routes.json"}, "confidence": 0.86, "created_at": "2026-06-22 01:25:15", "deadline": null, "id": "private-bank-event-route-tick-114-apb-hubbis-apac-private-wealth-event-lane-apb-hubbis-event-owner-route-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "private_bank_event_route", "status": "open", "strategy": "APB Hubbis event owner route", "subject_id": "tick-114-apb-hubbis-apac-private-wealth-event-lane", "subject_name": "Tick 114 APB Hubbis APAC private-wealth event lane", "subject_type": "event_surface", "updated_at": "2026-06-22 01:25:15"}
{"amount": "", "attrs": {"action": "Backfill OCIO manager intake, fiduciary research, private-client portal, model marketplace, home-office research, and product shelf URLs.", "pattern": "High-value RIA and FO platform rows should remain source gaps until workflow proof is found.", "priority_rank": 9, "sme_verify": "Which workflow surface proves manager screening or product shelf access?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md"}, "confidence": 0.82, "created_at": "2026-06-22 01:25:15", "deadline": null, "id": "source-gap-tick-114-captrust-pathstone-envestnet-source-gap-lane-captrust-pathstone-envestnet-owner-gaps-2026-06-21-source-needed", "next_review": null, "signal_date": "2026-06-21", "signal_type": "source_gap", "status": "source_needed", "strategy": "CAPTRUST Pathstone Envestnet owner gaps", "subject_id": "tick-114-captrust-pathstone-envestnet-source-gap-lane", "subject_name": "Tick 114 CAPTRUST Pathstone Envestnet source-gap lane", "subject_type": "platform_surface", "updated_at": "2026-06-22 01:25:15"}
{"amount": "", "attrs": {"action": "Route tick 115 to international allocator proof after audit unless private-wealth owner blockers dominate.", "pattern": "Private-wealth owner expansion should feed international first-party proof and route-owner comparison next.", "priority_rank": 10, "sme_verify": "Which official source proves owner and sleeve?", "source_path": "data/recovered_loop_tick97_hourly_goal_and_question_test_schedule.json"}, "confidence": 0.9, "created_at": "2026-06-22 01:25:15", "deadline": null, "id": "next-hour-route-tick-114-next-hour-international-proof-handoff-gate-hourly-loop-routing-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "next_hour_route", "status": "open", "strategy": "hourly loop routing", "subject_id": "tick-114-next-hour-international-proof-handoff-gate", "subject_name": "Tick 114 next-hour international proof handoff gate", "subject_type": "process", "updated_at": "2026-06-22 01:25:15"}
{"amount": "", "attrs": {"action": "Backfill owner fields: advisor_prompt, retrieval_surface, asset_manager_packet, home_office_fields, model_portfolio_language, source_url", "pattern": "source-backed advisor one-pager, model-portfolio fit, liquidity/fee explainer", "priority_rank": 1, "sme_verify": "Which CAIS surface is the real retrieval entry point for advisor search?", "source_path": "data/recovered_loop_tick74_private_wealth_platform_onboarding_fields.json; docs/quant-consultant-private-wealth-extraction-queue.md"}, "confidence": 0.9, "created_at": "2026-06-22 01:25:23", "deadline": null, "id": "private-wealth-owner-gap-tick-114-cais-x-claude-cais-advisor-intelligence-owner-row-advisor-alternatives-discovery-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "private_wealth_owner_gap", "status": "open", "strategy": "advisor alternatives discovery", "subject_id": "tick-114-cais-x-claude-cais-advisor-intelligence-owner-row", "subject_name": "Tick 114 CAIS x Claude / CAIS advisor intelligence owner row", "subject_type": "owner_gap_row", "updated_at": "2026-06-22 01:25:23"}
{"amount": "", "attrs": {"action": "Backfill owner fields: fund_data_fields, subscription_workflow, ddq_fields, advisor_education, portfolio_fit, reporting_artifacts", "pattern": "platform-compatible fund data, DDQ, subscription, reporting, advisor education", "priority_rank": 2, "sme_verify": "Does iCapital expose exportable DDQ and fund-data fields or only a gated record view?", "source_path": "data/recovered_loop_tick74_private_wealth_platform_onboarding_fields.json; data/recovered_loop_tick35_private_wealth_platform_signals.json"}, "confidence": 0.9, "created_at": "2026-06-22 01:25:23", "deadline": null, "id": "private-wealth-owner-gap-tick-114-icapital-marketplace-and-due-diligence-owner-row-platform-diligence-and-subscription-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "private_wealth_owner_gap", "status": "open", "strategy": "platform diligence and subscription", "subject_id": "tick-114-icapital-marketplace-and-due-diligence-owner-row", "subject_name": "Tick 114 iCapital Marketplace and Due Diligence owner row", "subject_type": "owner_gap_row", "updated_at": "2026-06-22 01:25:23"}
{"amount": "", "attrs": {"action": "Backfill owner fields: research_page, family_office_report, advisor_workflow, alternatives_language, event_or_speaker, source_url", "pattern": "private-bank/family-office pitch pack with source-quality guardrails", "priority_rank": 3, "sme_verify": "Is the public surface a genuine family-office workflow or generic marketing?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md; data/recovered_loop_tick74_private_wealth_platform_onboarding_fields.json"}, "confidence": 0.86, "created_at": "2026-06-22 01:25:23", "deadline": null, "id": "private-wealth-owner-gap-tick-114-j-p-morgan-private-bank-owner-row-private-bank-family-office-research-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "private_wealth_owner_gap", "status": "open", "strategy": "private-bank family-office research", "subject_id": "tick-114-j-p-morgan-private-bank-owner-row", "subject_name": "Tick 114 J.P. Morgan Private Bank owner row", "subject_type": "owner_gap_row", "updated_at": "2026-06-22 01:25:23"}
{"amount": "", "attrs": {"action": "Backfill owner fields: report_date, family_office_allocation, advisor_route, uhnw_segment, ai_or_liquid_alts_language, source_url", "pattern": "UBS GFO allocator education pack and report-driven outreach questions", "priority_rank": 4, "sme_verify": "Which UBS report or event page best proves the route is live and current?", "source_path": "data/recovered_loop_tick74_private_wealth_platform_onboarding_fields.json; docs/quant-consultant-private-wealth-extraction-queue.md"}, "confidence": 0.86, "created_at": "2026-06-22 01:25:23", "deadline": null, "id": "private-wealth-owner-gap-tick-114-ubs-global-wealth-management-family-office-and-uhnw-owner-row-family-office-allocation-research-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "private_wealth_owner_gap", "status": "open", "strategy": "family-office allocation research", "subject_id": "tick-114-ubs-global-wealth-management-family-office-and-uhnw-owner-row", "subject_name": "Tick 114 UBS Global Wealth Management / Family Office and UHNW owner row", "subject_type": "owner_gap_row", "updated_at": "2026-06-22 01:25:23"}
{"amount": "", "attrs": {"action": "Backfill owner fields: model_portfolio, advisor_research, home_office_workflow, product_screen, source_url", "pattern": "RIA model-portfolio workflow and product-screening AEO pack", "priority_rank": 5, "sme_verify": "Which workflow decides shelf fit and implementation fit?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md; data/recovered_loop_tick74_private_wealth_platform_onboarding_fields.json"}, "confidence": 0.86, "created_at": "2026-06-22 01:25:23", "deadline": null, "id": "private-wealth-owner-gap-tick-114-morningstar-wealth-owner-row-ria-model-portfolio-gatekeeper-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "private_wealth_owner_gap", "status": "open", "strategy": "RIA model-portfolio gatekeeper", "subject_id": "tick-114-morningstar-wealth-owner-row", "subject_name": "Tick 114 Morningstar Wealth owner row", "subject_type": "owner_gap_row", "updated_at": "2026-06-22 01:25:23"}
{"amount": "", "attrs": {"action": "Backfill owner fields: advisor_portal, sma_product, due_diligence_packet, model_approval_workflow, source_url", "pattern": "advisor-sold alternatives and SMA distribution route", "priority_rank": 6, "sme_verify": "Which approval workflow controls model or platform inclusion?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md; data/recovered_loop_tick74_private_wealth_platform_onboarding_fields.json"}, "confidence": 0.86, "created_at": "2026-06-22 01:25:23", "deadline": null, "id": "private-wealth-owner-gap-tick-114-morgan-stanley-wealth-management-blackrock-private-markets-sma-wrapper-owner-row-advisor-sold-alternatives-and-sma-routing-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "private_wealth_owner_gap", "status": "open", "strategy": "advisor-sold alternatives and SMA routing", "subject_id": "tick-114-morgan-stanley-wealth-management-blackrock-private-markets-sma-wrapper-owner-row", "subject_name": "Tick 114 Morgan Stanley Wealth Management / BlackRock private-markets SMA wrapper owner row", "subject_type": "owner_gap_row", "updated_at": "2026-06-22 01:25:23"}
{"amount": "", "attrs": {"action": "Backfill owner fields: member_firm, event, speaker, sponsor, audience_type, newsletter_link, webinar_link", "pattern": "MFO channel map and webinar follow-up packet", "priority_rank": 7, "sme_verify": "Which pages expose speakers, sponsors, and webinar replay links?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md; data/recovered_loop_tick75_conference_meeting_calendar_routes.json"}, "confidence": 0.86, "created_at": "2026-06-22 01:25:23", "deadline": null, "id": "family-office-event-owner-gap-tick-114-family-wealth-alliance-owner-row-multifamily-office-network-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "family_office_event_owner_gap", "status": "open", "strategy": "multifamily-office network", "subject_id": "tick-114-family-wealth-alliance-owner-row", "subject_name": "Tick 114 Family Wealth Alliance owner row", "subject_type": "owner_gap_row", "updated_at": "2026-06-22 01:25:23"}
{"amount": "", "attrs": {"action": "Backfill owner fields: event, family_office_people, sponsor, allocator_theme, delegate_registration, attendee_qualification, source_url", "pattern": "family-office CIO route and sponsor/speaker targeting list", "priority_rank": 8, "sme_verify": "Which page exposes current speaker list and qualification rules?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md; data/recovered_loop_tick75_conference_meeting_calendar_routes.json"}, "confidence": 0.86, "created_at": "2026-06-22 01:25:23", "deadline": null, "id": "family-office-event-owner-gap-tick-114-campden-wealth-owner-row-family-office-forum-access-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "family_office_event_owner_gap", "status": "open", "strategy": "family-office forum access", "subject_id": "tick-114-campden-wealth-owner-row", "subject_name": "Tick 114 Campden Wealth owner row", "subject_type": "owner_gap_row", "updated_at": "2026-06-22 01:25:23"}
{"amount": "", "attrs": {"action": "Backfill owner fields: event_date, city, speaker, private_bank, family_office, sponsor, topic, registration_path, selection_category", "pattern": "APAC private-bank event and awards intelligence pack", "priority_rank": 9, "sme_verify": "Which page has the reliable current sponsors and speakers?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md; data/recovered_loop_tick75_conference_meeting_calendar_routes.json"}, "confidence": 0.86, "created_at": "2026-06-22 01:25:23", "deadline": null, "id": "family-office-event-owner-gap-tick-114-asian-private-banker-and-hubbis-owner-row-apac-private-bank-event-route-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "family_office_event_owner_gap", "status": "open", "strategy": "APAC private-bank event route", "subject_id": "tick-114-asian-private-banker-and-hubbis-owner-row", "subject_name": "Tick 114 Asian Private Banker and Hubbis owner row", "subject_type": "owner_gap_row", "updated_at": "2026-06-22 01:25:23"}
{"amount": "", "attrs": {"action": "Backfill owner fields: ocio_manager_intake, fiduciary_research, private_client_portal, model_marketplace, home_office_research, product_shelf, source_url", "pattern": "source-gap queue for hidden-gatekeeper workflow proof", "priority_rank": 10, "sme_verify": "Which workflow surface proves manager screening or product shelf access?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md"}, "confidence": 0.86, "created_at": "2026-06-22 01:25:23", "deadline": null, "id": "family-office-event-owner-gap-tick-114-captrust-pathstone-envestnet-owner-row-ocio-family-office-and-ria-platform-source-gaps-2026-06-21-source-needed", "next_review": null, "signal_date": "2026-06-21", "signal_type": "family_office_event_owner_gap", "status": "source_needed", "strategy": "OCIO family-office and RIA platform source gaps", "subject_id": "tick-114-captrust-pathstone-envestnet-owner-row", "subject_name": "Tick 114 CAPTRUST Pathstone Envestnet owner row", "subject_type": "owner_gap_row", "updated_at": "2026-06-22 01:25:23"}
{"amount": "", "attrs": {"action": "Execute hour 05 and produce first-party owner, intake, sleeve, amount, proof, question-test, and SME rows.", "pattern": "International rows become pitchable only when route-level signal is tied to official owner, sleeve, intake, or amount proof.", "priority_rank": 1, "sme_verify": "Which official source proves owner and sleeve?", "source_path": "data/recovered_loop_tick97_hourly_goal_and_question_test_schedule.json"}, "confidence": 0.95, "created_at": "2026-06-22 01:30:33", "deadline": null, "id": "hourly-lane-execution-tick-115-international-allocator-proof-hour-05-control-plane-international-allocator-proof-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "hourly_lane_execution", "status": "active", "strategy": "international allocator proof", "subject_id": "tick-115-international-allocator-proof-hour-05-control-plane", "subject_name": "Tick 115 international allocator proof hour 05 control plane", "subject_type": "process", "updated_at": "2026-06-22 01:30:33"}
{"amount": "", "attrs": {"action": "Require allocator, owner/title, route, sleeve, amount/gap, pitch status, source, blocker, and SME question.", "pattern": "Generic sovereign pages are insufficient for pitch-now status.", "priority_rank": 2, "sme_verify": "Which first-party document proves the current owner and sleeve?", "source_path": "data/recovered_loop_tick103_international_allocator_question_tests.json"}, "confidence": 0.92, "created_at": "2026-06-22 01:30:33", "deadline": null, "id": "owner-sleeve-schema-tick-115-official-owner-sleeve-schema-official-owner-and-sleeve-proof-schema-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "owner_sleeve_schema", "status": "active", "strategy": "official owner and sleeve proof schema", "subject_id": "tick-115-official-owner-sleeve-schema", "subject_name": "Tick 115 official owner sleeve schema", "subject_type": "schema", "updated_at": "2026-06-22 01:30:33"}
{"amount": "", "attrs": {"action": "Prepare GPIF and PIF registration packets and classify intake as registration, pre-RFP database, mandate intake, or mixed route.", "pattern": "GPIF and PIF are strongest because they expose registration or Managers Gate surfaces.", "priority_rank": 3, "sme_verify": "Does the gate reach an investment owner or only a database administrator?", "source_path": "data/recovered_loop_tick98_current_intake_first_party_proof_queue.json; docs/quant-pitch-calendar.md"}, "confidence": 0.9, "created_at": "2026-06-22 01:30:33", "deadline": null, "id": "official-intake-gap-tick-115-gpif-pif-registration-proof-lane-gpif-pif-registration-intake-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "official_intake_gap", "status": "open", "strategy": "GPIF PIF registration intake", "subject_id": "tick-115-gpif-pif-registration-proof-lane", "subject_name": "Tick 115 GPIF PIF registration proof lane", "subject_type": "allocator_route", "updated_at": "2026-06-22 01:30:33"}
{"amount": "", "attrs": {"action": "Backfill named current owners, official route surfaces, sleeve status, and CIO-transition or governance proof for active rows.", "pattern": "Active route-level evidence still needs owner/sleeve proof before outreach claims.", "priority_rank": 4, "sme_verify": "Which route actually owns the first screen?", "source_path": "data/recovered_loop_tick83_sovereign_external_manager_routes.json; data/recovered_loop_tick103_international_allocator_proof_matrix.json"}, "confidence": 0.86, "created_at": "2026-06-22 01:30:33", "deadline": null, "id": "international-first-party-gap-tick-115-hoopp-australiansuper-nz-super-active-route-lane-active-international-route-proof-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "international_first_party_gap", "status": "active", "strategy": "active international route proof", "subject_id": "tick-115-hoopp-australiansuper-nz-super-active-route-lane", "subject_name": "Tick 115 HOOPP AustralianSuper NZ Super active route lane", "subject_type": "allocator_route", "updated_at": "2026-06-22 01:30:33"}
{"amount": "", "attrs": {"action": "Backfill NBIM external-manager owner, ATP hard amount/sleeve, and UK LGPS pool-by-pool manager-route owners.", "pattern": "European route rows often have AUM or governance language before owner/sleeve proof.", "priority_rank": 5, "sme_verify": "Which official page proves owner, sleeve, and amount?", "source_path": "data/recovered_loop_tick96_international_first_party_confirmation_queue.json; data/recovered_loop_tick94_international_allocator_intake_amount_hardening.json"}, "confidence": 0.84, "created_at": "2026-06-22 01:30:33", "deadline": null, "id": "international-first-party-gap-tick-115-nbim-atp-uk-lgps-hard-proof-gap-lane-european-owner-and-amount-proof-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "international_first_party_gap", "status": "open", "strategy": "European owner and amount proof", "subject_id": "tick-115-nbim-atp-uk-lgps-hard-proof-gap-lane", "subject_name": "Tick 115 NBIM ATP UK LGPS hard proof gap lane", "subject_type": "allocator_route", "updated_at": "2026-06-22 01:30:33"}
{"amount": "", "attrs": {"action": "Backfill first-party leadership, external-manager route, liquidity/portfolio-construction sleeve, and owner title proof.", "pattern": "Alias and route normalization does not prove the current owner or sleeve.", "priority_rank": 6, "sme_verify": "Which team reviews external liquid alternatives?", "source_path": "data/recovered_loop_tick103_international_allocator_proof_matrix.json"}, "confidence": 0.82, "created_at": "2026-06-22 01:30:33", "deadline": null, "id": "international-first-party-gap-tick-115-gic-cppib-omers-canadian-asia-proof-lane-gic-cppib-omers-proof-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "international_first_party_gap", "status": "open", "strategy": "GIC CPPIB OMERS proof", "subject_id": "tick-115-gic-cppib-omers-canadian-asia-proof-lane", "subject_name": "Tick 115 GIC CPPIB OMERS Canadian Asia proof lane", "subject_type": "allocator_route", "updated_at": "2026-06-22 01:30:33"}
{"amount": "", "attrs": {"action": "Separate ADIA financial alternatives, QIA source-gap, and Mubadala strategic-partnership routes from actual hedge-fund allocation paths.", "pattern": "Middle East sovereign route language can describe partnership or governance rather than manager-facing intake.", "priority_rank": 7, "sme_verify": "Allocation route or strategic partnership only?", "source_path": "data/recovered_loop_tick83_sovereign_external_manager_routes.json; data/recovered_loop_tick94_international_allocator_intake_amount_hardening.json"}, "confidence": 0.82, "created_at": "2026-06-22 01:30:33", "deadline": null, "id": "middle-east-source-gap-tick-115-adia-qia-mubadala-middle-east-proof-lane-middle-east-sovereign-proof-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "middle_east_source_gap", "status": "open", "strategy": "Middle East sovereign proof", "subject_id": "tick-115-adia-qia-mubadala-middle-east-proof-lane", "subject_name": "Tick 115 ADIA QIA Mubadala Middle East proof lane", "subject_type": "allocator_route", "updated_at": "2026-06-22 01:30:33"}
{"amount": "", "attrs": {"action": "Run qt-05 queries and capture whether engines cite official owner/sleeve proof or hallucinate titles.", "pattern": "Sovereign route answers are high-risk for invented owners and sleeves.", "priority_rank": 8, "sme_verify": "Which chatbot answer is source-safe?", "source_path": "data/recovered_loop_tick103_international_allocator_question_tests.json"}, "confidence": 0.86, "created_at": "2026-06-22 01:30:33", "deadline": null, "id": "question-test-tick-115-international-aeo-geo-question-lane-international-proof-aeo-geo-testing-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "question_test", "status": "open", "strategy": "international proof AEO GEO testing", "subject_id": "tick-115-international-aeo-geo-question-lane", "subject_name": "Tick 115 international AEO GEO question lane", "subject_type": "aeo_test", "updated_at": "2026-06-22 01:30:33"}
{"amount": "", "attrs": {"action": "Run SME validation for thin rows and downgrade rows contradicted by route experts.", "pattern": "SME checks identify stale owners and relationship-only routes quickly.", "priority_rank": 9, "sme_verify": "Who owns the route now and can the sleeve accept quant material?", "source_path": "data/recovered_loop_tick103_international_allocator_question_tests.json; data/recovered_loop_tick94_international_allocator_intake_amount_hardening.json"}, "confidence": 0.83, "created_at": "2026-06-22 01:30:33", "deadline": null, "id": "sme-validation-gap-tick-115-international-sme-validation-lane-international-owner-and-sleeve-sme-validation-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "sme_validation_gap", "status": "open", "strategy": "international owner and sleeve SME validation", "subject_id": "tick-115-international-sme-validation-lane", "subject_name": "Tick 115 international SME validation lane", "subject_type": "sme_call_task", "updated_at": "2026-06-22 01:30:33"}
{"amount": "", "attrs": {"action": "Route tick 116 to competitor fund and strategy allocation after audit unless official proof blockers dominate.", "pattern": "International proof outputs should feed competitor-allocation and strategy-sleeve sizing next.", "priority_rank": 10, "sme_verify": "How much is allocated to each competing strategy type?", "source_path": "data/recovered_loop_tick97_hourly_goal_and_question_test_schedule.json"}, "confidence": 0.9, "created_at": "2026-06-22 01:30:33", "deadline": null, "id": "next-hour-route-tick-115-next-hour-competitor-allocation-handoff-gate-hourly-loop-routing-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "next_hour_route", "status": "open", "strategy": "hourly loop routing", "subject_id": "tick-115-next-hour-competitor-allocation-handoff-gate", "subject_name": "Tick 115 next-hour competitor allocation handoff gate", "subject_type": "process", "updated_at": "2026-06-22 01:30:33"}
{"amount": "", "attrs": {"action": "Build database-ready packet with track record, quantitative risk, ESG, liquidity, and ops controls.", "pattern": "registration surface known; sleeve amount and current owner/title need fresh first-party extraction", "priority_rank": 1, "sme_verify": "Does registration reach the actual alternative-assets owner or only a database administrator?", "source_path": "data/recovered_loop_tick98_current_intake_first_party_proof_queue.json; data/recovered_loop_tick103_international_allocator_proof_matrix.json"}, "confidence": 0.9, "created_at": "2026-06-22 01:30:33", "deadline": null, "id": "official-intake-gap-tick-115-gpif-manager-registration-systems-proof-row-alternative-assets-non-core-strategies-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "official_intake_gap", "status": "open", "strategy": "alternative assets / non-core strategies", "subject_id": "tick-115-gpif-manager-registration-systems-proof-row", "subject_name": "Tick 115 GPIF manager registration systems proof row", "subject_type": "international_proof_row", "updated_at": "2026-06-22 01:30:33"}
{"amount": "", "attrs": {"action": "Classify Managers Gate as registration, pre-RFP database, mandate intake, or mixed route.", "pattern": "route is live but sleeve amount and owner mapping need proof", "priority_rank": 2, "sme_verify": "Which PIF team receives hedge-fund manager material?", "source_path": "data/recovered_loop_tick98_current_intake_first_party_proof_queue.json; data/recovered_loop_tick83_sovereign_external_manager_routes.json"}, "confidence": 0.9, "created_at": "2026-06-22 01:30:33", "deadline": null, "id": "official-intake-gap-tick-115-pif-managers-gate-proof-row-international-investment-and-sovereign-manager-route-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "official_intake_gap", "status": "open", "strategy": "international investment and sovereign manager route", "subject_id": "tick-115-pif-managers-gate-proof-row", "subject_name": "Tick 115 PIF Managers Gate proof row", "subject_type": "international_proof_row", "updated_at": "2026-06-22 01:30:33"}
{"amount": "", "attrs": {"action": "Backfill current capital-markets owners and derivatives/absolute-return sleeve detail.", "pattern": "current sleeve amount and owner/title need proof", "priority_rank": 3, "sme_verify": "Board/ALM or discretionary derivatives team first?", "source_path": "data/recovered_loop_tick103_international_allocator_proof_matrix.json"}, "confidence": 0.84, "created_at": "2026-06-22 01:30:33", "deadline": null, "id": "international-first-party-gap-tick-115-hoopp-proof-row-absolute-return-derivatives-aware-low-correlation-strategies-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "international_first_party_gap", "status": "active", "strategy": "absolute return / derivatives-aware low-correlation strategies", "subject_id": "tick-115-hoopp-proof-row", "subject_name": "Tick 115 HOOPP proof row", "subject_type": "international_proof_row", "updated_at": "2026-06-22 01:30:33"}
{"amount": "", "attrs": {"action": "Backfill current external-manager owner, strategy sleeve size, and live intake surface.", "pattern": "current external-manager owner and strategy sleeve size need first-party proof", "priority_rank": 4, "sme_verify": "What is the actual current external-manager owner in NBIM materials?", "source_path": "data/recovered_loop_tick103_international_allocator_proof_matrix.json; data/recovered_loop_tick96_international_first_party_confirmation_queue.json"}, "confidence": 0.84, "created_at": "2026-06-22 01:30:33", "deadline": null, "id": "international-first-party-gap-tick-115-nbim-proof-row-external-manager-strategy-sleeve-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "international_first_party_gap", "status": "open", "strategy": "external manager / strategy sleeve", "subject_id": "tick-115-nbim-proof-row", "subject_name": "Tick 115 NBIM proof row", "subject_type": "international_proof_row", "updated_at": "2026-06-22 01:30:33"}
{"amount": "", "attrs": {"action": "Extract current leadership, allocation bucket, and external-manager route proof.", "pattern": "leadership and committee records need source separation from allocator node", "priority_rank": 5, "sme_verify": "Which GIC team owns liquid alternatives or external manager review?", "source_path": "data/recovered_loop_tick103_international_allocator_proof_matrix.json; data/recovered_loop_tick23_quant_lp_relationships.json"}, "confidence": 0.84, "created_at": "2026-06-22 01:30:33", "deadline": null, "id": "international-first-party-gap-tick-115-gic-proof-row-sovereign-alternatives-and-external-manager-route-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "international_first_party_gap", "status": "open", "strategy": "sovereign alternatives and external-manager route", "subject_id": "tick-115-gic-proof-row", "subject_name": "Tick 115 GIC proof row", "subject_type": "international_proof_row", "updated_at": "2026-06-22 01:30:33"}
{"amount": "", "attrs": {"action": "Extract current owner/title and sleeve fields from first-party materials.", "pattern": "alias normalized but current sleeve and owner proof remain thin", "priority_rank": 6, "sme_verify": "Which CPP Investments team reviews external liquid alternatives?", "source_path": "data/recovered_loop_tick103_international_allocator_proof_matrix.json; data/recovered_loop_tick23_quant_lp_relationships.json"}, "confidence": 0.84, "created_at": "2026-06-22 01:30:33", "deadline": null, "id": "international-first-party-gap-tick-115-cpp-investments-cppib-proof-row-external-manager-public-markets-total-portfolio-route-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "international_first_party_gap", "status": "open", "strategy": "external manager / public markets / total portfolio route", "subject_id": "tick-115-cpp-investments-cppib-proof-row", "subject_name": "Tick 115 CPP Investments / CPPIB proof row", "subject_type": "international_proof_row", "updated_at": "2026-06-22 01:30:33"}
{"amount": "", "attrs": {"action": "Find current OMERS annual-report row for liquidity or external-manager sleeves.", "pattern": "needs annual-report row for liquidity or external-manager sleeves", "priority_rank": 7, "sme_verify": "Liquidity/FX overlay, external manager sleeve, or portfolio-construction screen?", "source_path": "data/recovered_loop_tick103_international_allocator_proof_matrix.json"}, "confidence": 0.84, "created_at": "2026-06-22 01:30:33", "deadline": null, "id": "international-first-party-gap-tick-115-omers-proof-row-liquidity-foreign-currency-portfolio-construction-route-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "international_first_party_gap", "status": "open", "strategy": "liquidity, foreign currency, portfolio-construction route", "subject_id": "tick-115-omers-proof-row", "subject_name": "Tick 115 OMERS proof row", "subject_type": "international_proof_row", "updated_at": "2026-06-22 01:30:33"}
{"amount": "", "attrs": {"action": "Backfill ATP owner, intake, hard amount, and sleeve amount.", "pattern": "current owner/title and sleeve fields need first-party proof", "priority_rank": 8, "sme_verify": "Which ATP owner reviews external liquid alternatives?", "source_path": "data/recovered_loop_tick96_international_first_party_confirmation_queue.json; data/recovered_loop_tick94_international_allocator_intake_amount_hardening.json"}, "confidence": 0.84, "created_at": "2026-06-22 01:30:33", "deadline": null, "id": "international-first-party-gap-tick-115-atp-proof-row-external-manager-alternatives-route-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "international_first_party_gap", "status": "open", "strategy": "external manager / alternatives route", "subject_id": "tick-115-atp-proof-row", "subject_name": "Tick 115 ATP proof row", "subject_type": "international_proof_row", "updated_at": "2026-06-22 01:30:33"}
{"amount": "", "attrs": {"action": "Extract ADIA financial alternatives owner and manager-facing route.", "pattern": "current manager-facing intake and owner proof need extraction", "priority_rank": 9, "sme_verify": "Which ADIA owner handles hedge funds and managed futures?", "source_path": "data/recovered_loop_tick83_sovereign_external_manager_routes.json; data/recovered_loop_tick94_international_allocator_intake_amount_hardening.json"}, "confidence": 0.84, "created_at": "2026-06-22 01:30:33", "deadline": null, "id": "international-first-party-gap-tick-115-adia-financial-alternatives-proof-row-financial-alternatives-hedge-funds-and-managed-futures-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "international_first_party_gap", "status": "open", "strategy": "financial alternatives: hedge funds and managed futures", "subject_id": "tick-115-adia-financial-alternatives-proof-row", "subject_name": "Tick 115 ADIA financial alternatives proof row", "subject_type": "international_proof_row", "updated_at": "2026-06-22 01:30:33"}
{"amount": "", "attrs": {"action": "Backfill QIA owner/title and separate Mubadala allocation from strategic partnership.", "pattern": "needs current owner, sleeve, and intake proof before promotion", "priority_rank": 10, "sme_verify": "Manager-facing allocation route or strategic partnership only?", "source_path": "data/recovered_loop_tick83_sovereign_external_manager_routes.json; data/recovered_loop_tick94_international_allocator_intake_amount_hardening.json"}, "confidence": 0.74, "created_at": "2026-06-22 01:30:33", "deadline": null, "id": "international-first-party-gap-tick-115-qia-and-mubadala-middle-east-proof-gap-proof-row-sovereign-external-manager-alternatives-partnership-routes-2026-06-21-source-gap", "next_review": null, "signal_date": "2026-06-21", "signal_type": "international_first_party_gap", "status": "source_gap", "strategy": "sovereign external manager / alternatives / partnership routes", "subject_id": "tick-115-qia-and-mubadala-middle-east-proof-gap-proof-row", "subject_name": "Tick 115 QIA and Mubadala Middle East proof gap proof row", "subject_type": "international_proof_row", "updated_at": "2026-06-22 01:30:33"}
{"amount": "", "attrs": {"action": "Harden competitor allocation rows by amount class, peer taxonomy, denominator, and comparability risk.", "pattern": "Allocation answers are actionable only when exact, directional, and missing amounts remain separated.", "priority_rank": 1, "sme_verify": "How much is allocated to each competing strategy type?", "source_path": "data/recovered_loop_tick104_competitor_allocation_hour06_control_plane.json"}, "confidence": 0.95, "created_at": "2026-06-22 01:37:31", "deadline": null, "id": "hourly-lane-execution-tick-116-competitor-allocation-hour-06-control-plane-competitor-fund-and-strategy-allocation-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "hourly_lane_execution", "status": "active", "strategy": "competitor fund and strategy allocation", "subject_id": "tick-116-competitor-allocation-hour-06-control-plane", "subject_name": "Tick 116 competitor allocation hour 06 control plane", "subject_type": "process", "updated_at": "2026-06-22 01:37:31"}
{"amount": "", "attrs": {"action": "Promote only hard amounts, allocation shares, target percentages, or labeled derived estimates.", "pattern": "Unsupported exact AUM claims corrupt both pitch timing and AEO/GEO content.", "priority_rank": 2, "sme_verify": "Is the amount hard, directional, or missing?", "source_path": "docs/quant-signal-validation.md"}, "confidence": 0.93, "created_at": "2026-06-22 01:37:31", "deadline": null, "id": "promotion-gate-tick-116-hard-amount-promotion-gate-amount-proof-control-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "promotion_gate", "status": "active", "strategy": "amount proof control", "subject_id": "tick-116-hard-amount-promotion-gate", "subject_name": "Tick 116 hard amount promotion gate", "subject_type": "schema", "updated_at": "2026-06-22 01:37:31"}
{"amount": "", "attrs": {"action": "Preserve competitor bucket labels and prevent QIS/platform/long-only/systematic hedge-fund conflation.", "pattern": "The same allocator problem can be solved by QIS, platform capacity, managed accounts, or independent manager alpha.", "priority_rank": 3, "sme_verify": "Which peer bucket did the buyer actually compare?", "source_path": "data/recovered_loop_tick93_competitor_fund_strategy_peer_audit.json"}, "confidence": 0.9, "created_at": "2026-06-22 01:37:31", "deadline": null, "id": "peer-taxonomy-gap-tick-116-peer-taxonomy-normalizer-competitor-taxonomy-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "peer_taxonomy_gap", "status": "active", "strategy": "competitor taxonomy", "subject_id": "tick-116-peer-taxonomy-normalizer", "subject_name": "Tick 116 peer taxonomy normalizer", "subject_type": "analysis_lane", "updated_at": "2026-06-22 01:37:31"}
{"amount": "", "attrs": {"action": "Use specific QIS examples while backfilling bank-QIS mandate sizes and bank product lineage.", "pattern": "QIS can be a product allocation, advisory route, or implementation substitute.", "priority_rank": 4, "sme_verify": "Was the QIS choice driven by cost, governance, speed, or lack of manager capacity?", "source_path": "data/recovered_loop_tick104_competitor_strategy_allocation_matrix.json"}, "confidence": 0.86, "created_at": "2026-06-22 01:37:31", "deadline": null, "id": "competitor-allocation-gap-tick-116-qis-allocation-proof-lane-qis-bank-alternatives-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "competitor_allocation_gap", "status": "open", "strategy": "QIS / bank alternatives", "subject_id": "tick-116-qis-allocation-proof-lane", "subject_name": "Tick 116 QIS allocation proof lane", "subject_type": "analysis_lane", "updated_at": "2026-06-22 01:37:31"}
{"amount": "", "attrs": {"action": "Separate whole hedge-fund allocations from platform sleeve percentages and hard-close capacity signals.", "pattern": "Platform allocations require denominator clarity before replacement conclusions.", "priority_rank": 5, "sme_verify": "Is the allocator buying platform capacity or replacing a specific strategy sleeve?", "source_path": "docs/quant-pitch-calendar.md"}, "confidence": 0.87, "created_at": "2026-06-22 01:37:31", "deadline": null, "id": "competitor-allocation-gap-tick-116-platform-multi-strategy-allocation-proof-lane-multi-strategy-platform-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "competitor_allocation_gap", "status": "open", "strategy": "multi-strategy / platform", "subject_id": "tick-116-platform-multi-strategy-allocation-proof-lane", "subject_name": "Tick 116 platform multi-strategy allocation proof lane", "subject_type": "analysis_lane", "updated_at": "2026-06-22 01:37:31"}
{"amount": "", "attrs": {"action": "Separate systematic equity mandates from hedge-fund-like systematic allocations.", "pattern": "Large systematic mandates can be exact but not directly comparable to absolute-return hedge-fund allocations.", "priority_rank": 6, "sme_verify": "Is this QIS, systematic equity, or absolute return?", "source_path": "data/recovered_batches/extracted_tick10_lps.json"}, "confidence": 0.88, "created_at": "2026-06-22 01:37:31", "deadline": null, "id": "competitor-allocation-gap-tick-116-systematic-quant-mandate-proof-lane-quant-systematic-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "competitor_allocation_gap", "status": "open", "strategy": "quant/systematic", "subject_id": "tick-116-systematic-quant-mandate-proof-lane", "subject_name": "Tick 116 systematic quant mandate proof lane", "subject_type": "analysis_lane", "updated_at": "2026-06-22 01:37:31"}
{"amount": "", "attrs": {"action": "Backfill official macro versus CTA split inside risk-mitigating or absolute-return buckets.", "pattern": "Risk-mitigating labels often mix macro, CTA, rates, trend, and overlay exposure.", "priority_rank": 7, "sme_verify": "Is the buyer seeking crisis alpha, risk mitigation, or return-seeking absolute return?", "source_path": "data/recovered_loop_tick104_competitor_strategy_allocation_matrix.json"}, "confidence": 0.84, "created_at": "2026-06-22 01:37:31", "deadline": null, "id": "competitor-allocation-gap-tick-116-cta-macro-allocation-proof-lane-systematic-macro-cta-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "competitor_allocation_gap", "status": "open", "strategy": "systematic macro / CTA", "subject_id": "tick-116-cta-macro-allocation-proof-lane", "subject_name": "Tick 116 CTA macro allocation proof lane", "subject_type": "analysis_lane", "updated_at": "2026-06-22 01:37:31"}
{"amount": "", "attrs": {"action": "Separate platform procurement, reporting wrapper, and actual strategy allocation economics.", "pattern": "Managed-account route proof is not proof of capital by strategy sleeve.", "priority_rank": 8, "sme_verify": "Is this a platform procurement, implementation wrapper, or actual manager allocation?", "source_path": "docs/quant-pitch-calendar.md"}, "confidence": 0.83, "created_at": "2026-06-22 01:37:31", "deadline": null, "id": "competitor-allocation-gap-tick-116-managed-account-economics-proof-lane-managed-accounts-liquid-alternatives-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "competitor_allocation_gap", "status": "open", "strategy": "managed accounts / liquid alternatives", "subject_id": "tick-116-managed-account-economics-proof-lane", "subject_name": "Tick 116 managed-account economics proof lane", "subject_type": "analysis_lane", "updated_at": "2026-06-22 01:37:31"}
{"amount": "", "attrs": {"action": "Test answer engines on competitor allocation questions and require source, amount status, and comparability warning.", "pattern": "Public answer engines are likely to hallucinate exact AUM unless the page structure forces missing/directional labels.", "priority_rank": 9, "sme_verify": "Does the answer preserve denominator and comparability risk?", "source_path": "data/recovered_loop_tick104_competitor_allocation_question_tests.json"}, "confidence": 0.86, "created_at": "2026-06-22 01:37:31", "deadline": null, "id": "question-test-tick-116-competitor-allocation-aeo-geo-question-lane-aeo-geo-allocation-answer-testing-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "question_test", "status": "open", "strategy": "AEO GEO allocation answer testing", "subject_id": "tick-116-competitor-allocation-aeo-geo-question-lane", "subject_name": "Tick 116 competitor allocation AEO GEO question lane", "subject_type": "content_asset", "updated_at": "2026-06-22 01:37:31"}
{"amount": "", "attrs": {"action": "Route tick 117 to hour 07 AEO/GEO public answer engines with competitor amount blockers carried forward.", "pattern": "Competitor allocation rows should become answer-engine tests only after exact and directional claims are labeled.", "priority_rank": 10, "sme_verify": "Which competitor allocation rows are safe to expose to answer engines?", "source_path": "docs/quant-loop-operating-schedule.md"}, "confidence": 0.9, "created_at": "2026-06-22 01:37:31", "deadline": null, "id": "next-hour-route-tick-116-next-hour-aeo-geo-handoff-gate-hourly-loop-routing-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "next_hour_route", "status": "open", "strategy": "hourly loop routing", "subject_id": "tick-116-next-hour-aeo-geo-handoff-gate", "subject_name": "Tick 116 next-hour AEO GEO handoff gate", "subject_type": "process", "updated_at": "2026-06-22 01:37:31"}
{"amount": "", "attrs": {"action": "Backfill bank-QIS mandate sizes and product lineage while preserving hard example versus missing mandate split.", "pattern": "QIS is often the benchmark but not always a direct manager allocation.", "priority_rank": 1, "sme_verify": "Why did the buyer choose QIS?", "source_path": "data/recovered_loop_tick104_competitor_strategy_allocation_matrix.json"}, "confidence": 0.86, "created_at": "2026-06-22 01:37:31", "deadline": null, "id": "competitor-allocation-gap-tick-116-qis-bank-alternatives-row-qis-bank-alternatives-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "competitor_allocation_gap", "status": "open", "strategy": "QIS / bank alternatives", "subject_id": "tick-116-qis-bank-alternatives-row", "subject_name": "Tick 116 QIS bank alternatives row", "subject_type": "peer_cluster", "updated_at": "2026-06-22 01:37:31"}
{"amount": "", "attrs": {"action": "Backfill platform sleeve splits, capacity events, and replacement implication.", "pattern": "Platform capacity can replace manager risk or absorb incremental allocation.", "priority_rank": 2, "sme_verify": "Capacity purchase or replacement sleeve?", "source_path": "docs/quant-pitch-calendar.md"}, "confidence": 0.87, "created_at": "2026-06-22 01:37:31", "deadline": null, "id": "competitor-allocation-gap-tick-116-platform-multi-strategy-row-multi-strategy-platform-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "competitor_allocation_gap", "status": "open", "strategy": "multi-strategy / platform", "subject_id": "tick-116-platform-multi-strategy-row", "subject_name": "Tick 116 platform multi-strategy row", "subject_type": "peer_cluster", "updated_at": "2026-06-22 01:37:31"}
{"amount": "", "attrs": {"action": "Separate systematic equity mandates from absolute-return quant allocations.", "pattern": "Exact systematic mandate amounts can still be poor hedge-fund comparables.", "priority_rank": 3, "sme_verify": "QIS, systematic equity, or absolute return?", "source_path": "data/recovered_batches/extracted_tick10_lps.json"}, "confidence": 0.88, "created_at": "2026-06-22 01:37:31", "deadline": null, "id": "competitor-allocation-gap-tick-116-quant-systematic-row-quant-systematic-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "competitor_allocation_gap", "status": "open", "strategy": "quant/systematic", "subject_id": "tick-116-quant-systematic-row", "subject_name": "Tick 116 quant systematic row", "subject_type": "peer_cluster", "updated_at": "2026-06-22 01:37:31"}
{"amount": "", "attrs": {"action": "Tie low-performer vulnerability to replacement destination instead of only named peer cohorts.", "pattern": "Termination evidence without capital destination is not enough for pitch timing.", "priority_rank": 4, "sme_verify": "What capital replaced the incumbent?", "source_path": "data/recovered_loop_tick100_low_performer_question_tests.json"}, "confidence": 0.84, "created_at": "2026-06-22 01:37:31", "deadline": null, "id": "competitor-allocation-gap-tick-116-long-short-equity-row-long-short-equity-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "competitor_allocation_gap", "status": "open", "strategy": "long-short equity", "subject_id": "tick-116-long-short-equity-row", "subject_name": "Tick 116 long-short equity row", "subject_type": "peer_cluster", "updated_at": "2026-06-22 01:37:31"}
{"amount": "", "attrs": {"action": "Backfill macro versus CTA split inside risk-mitigating buckets.", "pattern": "Risk-mitigating labels hide different implementation types.", "priority_rank": 5, "sme_verify": "Crisis alpha or return seeking?", "source_path": "data/recovered_loop_tick104_competitor_strategy_allocation_matrix.json"}, "confidence": 0.84, "created_at": "2026-06-22 01:37:31", "deadline": null, "id": "competitor-allocation-gap-tick-116-systematic-macro-cta-row-systematic-macro-cta-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "competitor_allocation_gap", "status": "open", "strategy": "systematic macro / CTA", "subject_id": "tick-116-systematic-macro-cta-row", "subject_name": "Tick 116 systematic macro CTA row", "subject_type": "peer_cluster", "updated_at": "2026-06-22 01:37:31"}
{"amount": "", "attrs": {"action": "Backfill liquid-credit and relative-value sleeve amounts and replacement triggers.", "pattern": "Credit subtypes are easy to mislabel in answer-engine outputs.", "priority_rank": 6, "sme_verify": "Liquid credit, relative value, or private credit?", "source_path": "data/recovered_loop_tick72_low_performer_replacement_evidence_queue.json"}, "confidence": 0.81, "created_at": "2026-06-22 01:37:31", "deadline": null, "id": "competitor-allocation-gap-tick-116-relative-value-credit-row-relative-value-credit-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "competitor_allocation_gap", "status": "open", "strategy": "relative value / credit", "subject_id": "tick-116-relative-value-credit-row", "subject_name": "Tick 116 relative value credit row", "subject_type": "peer_cluster", "updated_at": "2026-06-22 01:37:31"}
{"amount": "", "attrs": {"action": "Separate consultant/platform field changes from actual manager allocation economics.", "pattern": "Route eligibility is not the same as strategy sleeve AUM.", "priority_rank": 7, "sme_verify": "Which field changes shortlist inclusion?", "source_path": "data/recovered_loop_tick101_consultant_question_tests.json"}, "confidence": 0.83, "created_at": "2026-06-22 01:37:31", "deadline": null, "id": "competitor-allocation-gap-tick-116-managed-accounts-liquid-alts-row-managed-accounts-liquid-alternatives-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "competitor_allocation_gap", "status": "open", "strategy": "managed accounts / liquid alternatives", "subject_id": "tick-116-managed-accounts-liquid-alts-row", "subject_name": "Tick 116 managed accounts liquid alts row", "subject_type": "peer_cluster", "updated_at": "2026-06-22 01:37:31"}
{"amount": "", "attrs": {"action": "Promote only when liquidity or pacing pressure makes a liquid-alts substitute pitchable now.", "pattern": "Private-market products compete only when the allocator problem overlaps.", "priority_rank": 8, "sme_verify": "Is this route pitchable now?", "source_path": "data/recovered_loop_tick98_pitch_now_question_test_rows.json"}, "confidence": 0.78, "created_at": "2026-06-22 01:37:31", "deadline": null, "id": "pitch-now-gap-tick-116-private-market-liquidity-substitute-row-private-market-liquidity-substitute-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "pitch_now_gap", "status": "open", "strategy": "private-market liquidity substitute", "subject_id": "tick-116-private-market-liquidity-substitute-row", "subject_name": "Tick 116 private-market liquidity substitute row", "subject_type": "peer_cluster", "updated_at": "2026-06-22 01:37:31"}
{"amount": "", "attrs": {"action": "Test public and workspace answer engines on exact versus directional competitor allocation claims.", "pattern": "Answer engines should be scored on preserving missingness and source lineage.", "priority_rank": 9, "sme_verify": "Which chatbot does the decision maker use and does it preserve amount class?", "source_path": "data/recovered_loop_tick104_competitor_allocation_question_tests.json"}, "confidence": 0.86, "created_at": "2026-06-22 01:37:31", "deadline": null, "id": "question-test-tick-116-answer-engine-safety-row-aeo-geo-allocation-answer-safety-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "question_test", "status": "open", "strategy": "AEO GEO allocation answer safety", "subject_id": "tick-116-answer-engine-safety-row", "subject_name": "Tick 116 answer-engine safety row", "subject_type": "content_asset", "updated_at": "2026-06-22 01:37:31"}
{"amount": "", "attrs": {"action": "Run SME validation for capital-flow destination, competitor bucket, and denominator comparability.", "pattern": "SME validation turns historical motion signals into verified pitch logic.", "priority_rank": 10, "sme_verify": "What did capital move to and why?", "source_path": "docs/quant-signal-validation.md"}, "confidence": 0.85, "created_at": "2026-06-22 01:37:31", "deadline": null, "id": "sme-validation-gap-tick-116-competitor-allocation-matrix-competitor-allocation-validation-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "sme_validation_gap", "status": "open", "strategy": "competitor allocation validation", "subject_id": "tick-116-competitor-allocation-matrix", "subject_name": "Tick 116 competitor allocation matrix", "subject_type": "analysis_lane", "updated_at": "2026-06-22 01:37:31"}
{"amount": "", "attrs": {"action": "Map named consultant and OCIO gatekeepers to shortlist fields and competitor strategy buckets.", "pattern": "Consultant fields can control whether a manager enters the comparison set.", "priority_rank": 1, "sme_verify": "Which field changes shortlist inclusion?", "source_path": "data/recovered_loop_tick31_consultant_gatekeeper_people.json"}, "confidence": 0.86, "created_at": "2026-06-22 01:37:31", "deadline": null, "id": "personnel-expansion-tick-116-consultant-gatekeeper-pack-consultant-gatekeeper-mapping-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "personnel_expansion", "status": "open", "strategy": "consultant gatekeeper mapping", "subject_id": "tick-116-consultant-gatekeeper-pack", "subject_name": "Tick 116 consultant gatekeeper pack", "subject_type": "personnel_pack", "updated_at": "2026-06-22 01:37:31"}
{"amount": "", "attrs": {"action": "Map CIO and board owners to allocation approval, watchlist, and replacement packet rows.", "pattern": "Board-owner context determines whether a signal is pitchable now.", "priority_rank": 2, "sme_verify": "New allocation, replacement, rebalancing, or review?", "source_path": "data/recovered_loop_tick63_board_packet_named_people.json"}, "confidence": 0.85, "created_at": "2026-06-22 01:37:31", "deadline": null, "id": "personnel-expansion-tick-116-allocator-cio-board-pack-allocator-decision-owner-mapping-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "personnel_expansion", "status": "open", "strategy": "allocator decision owner mapping", "subject_id": "tick-116-allocator-cio-board-pack", "subject_name": "Tick 116 allocator CIO board pack", "subject_type": "personnel_pack", "updated_at": "2026-06-22 01:37:31"}
{"amount": "", "attrs": {"action": "Attach international route owners to official manager-facing proof rows.", "pattern": "Sovereign rows need first-party route proof before pitch promotion.", "priority_rank": 3, "sme_verify": "Open manager route or source-gap monitor?", "source_path": "data/recovered_loop_tick108_personnel_expansion_matrix.json"}, "confidence": 0.82, "created_at": "2026-06-22 01:37:31", "deadline": null, "id": "personnel-expansion-tick-116-sovereign-international-owner-pack-international-route-owner-mapping-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "personnel_expansion", "status": "open", "strategy": "international route owner mapping", "subject_id": "tick-116-sovereign-international-owner-pack", "subject_name": "Tick 116 sovereign international owner pack", "subject_type": "personnel_pack", "updated_at": "2026-06-22 01:37:31"}
{"amount": "", "attrs": {"action": "Map private-wealth platforms and advisor retrieval surfaces to AEO/GEO strategy.", "pattern": "Advisor workspaces may matter more than public search for family-office discovery.", "priority_rank": 4, "sme_verify": "Which platform is used before diligence?", "source_path": "data/recovered_loop_tick114_family_office_private_wealth_owner_matrix.json"}, "confidence": 0.84, "created_at": "2026-06-22 01:37:31", "deadline": null, "id": "personnel-expansion-tick-116-private-wealth-platform-owner-pack-private-wealth-route-owner-mapping-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "personnel_expansion", "status": "open", "strategy": "private wealth route owner mapping", "subject_id": "tick-116-private-wealth-platform-owner-pack", "subject_name": "Tick 116 private wealth platform owner pack", "subject_type": "personnel_pack", "updated_at": "2026-06-22 01:37:31"}
{"amount": "", "attrs": {"action": "Map peer managers and platforms to competitor allocation rows and AEO/GEO comparison pages.", "pattern": "Peer taxonomy drives which competitor pages and pitch packets matter.", "priority_rank": 5, "sme_verify": "Which peer bucket was used?", "source_path": "data/recovered_loop_tick93_competitor_fund_strategy_peer_audit.json"}, "confidence": 0.86, "created_at": "2026-06-22 01:37:31", "deadline": null, "id": "personnel-expansion-tick-116-peer-manager-platform-pack-peer-manager-influence-mapping-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "personnel_expansion", "status": "open", "strategy": "peer manager influence mapping", "subject_id": "tick-116-peer-manager-platform-pack", "subject_name": "Tick 116 peer manager platform pack", "subject_type": "personnel_pack", "updated_at": "2026-06-22 01:37:31"}
{"amount": "", "attrs": {"action": "Map bank QIS product routes to independent quant comparison rows.", "pattern": "Bank product ownership differs from hedge-fund manager ownership.", "priority_rank": 6, "sme_verify": "Product, overlay, advisory, or manager substitute?", "source_path": "data/recovered_loop_tick93_competitor_fund_strategy_peer_audit.json"}, "confidence": 0.82, "created_at": "2026-06-22 01:37:31", "deadline": null, "id": "personnel-expansion-tick-116-bank-qis-owner-pack-bank-qis-route-mapping-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "personnel_expansion", "status": "open", "strategy": "bank QIS route mapping", "subject_id": "tick-116-bank-qis-owner-pack", "subject_name": "Tick 116 bank QIS owner pack", "subject_type": "personnel_pack", "updated_at": "2026-06-22 01:37:31"}
{"amount": "", "attrs": {"action": "Map managed-account and liquid-alts platform owners to route proof and allocation economics blockers.", "pattern": "Platform proof needs manager-facing and strategy-sleeve context.", "priority_rank": 7, "sme_verify": "Manager-facing route or platform-only procurement?", "source_path": "data/recovered_loop_tick104_competitor_strategy_allocation_matrix.json"}, "confidence": 0.83, "created_at": "2026-06-22 01:37:31", "deadline": null, "id": "personnel-expansion-tick-116-managed-account-owner-pack-managed-account-route-mapping-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "personnel_expansion", "status": "open", "strategy": "managed account route mapping", "subject_id": "tick-116-managed-account-owner-pack", "subject_name": "Tick 116 managed account owner pack", "subject_type": "personnel_pack", "updated_at": "2026-06-22 01:37:31"}
{"amount": "", "attrs": {"action": "Map vulnerable-incumbent signals to capital-flow destination validation.", "pattern": "Historical motion is actionable only when replacement destination is identified.", "priority_rank": 8, "sme_verify": "What did capital replace?", "source_path": "data/recovered_loop_tick100_low_performer_question_tests.json"}, "confidence": 0.84, "created_at": "2026-06-22 01:37:31", "deadline": null, "id": "historical-motion-gap-tick-116-low-performer-influence-pack-low-performer-replacement-validation-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "historical_motion_gap", "status": "open", "strategy": "low performer replacement validation", "subject_id": "tick-116-low-performer-influence-pack", "subject_name": "Tick 116 low performer influence pack", "subject_type": "personnel_pack", "updated_at": "2026-06-22 01:37:31"}
{"amount": "", "attrs": {"action": "Map decision-maker personas to likely answer engines and finance workspaces.", "pattern": "AEO/GEO strategy depends on which engine the buyer or gatekeeper actually uses.", "priority_rank": 9, "sme_verify": "Which answer source was trusted?", "source_path": "data/recovered_loop_tick105_aeo_geo_capture_ledger_schema.json"}, "confidence": 0.85, "created_at": "2026-06-22 01:37:31", "deadline": null, "id": "aeo-geo-surface-gap-tick-116-answer-engine-user-pack-decision-maker-chatbot-and-workspace-mapping-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "aeo_geo_surface_gap", "status": "open", "strategy": "decision-maker chatbot and workspace mapping", "subject_id": "tick-116-answer-engine-user-pack", "subject_name": "Tick 116 answer engine user pack", "subject_type": "personnel_pack", "updated_at": "2026-06-22 01:37:31"}
{"amount": "", "attrs": {"action": "Run SME validation for capital-flow destination, denominator sanity, and peer-bucket correction.", "pattern": "SME checks can convert historical motion signals into pitchable evidence.", "priority_rank": 10, "sme_verify": "Is the signal verifiable and current enough?", "source_path": "docs/quant-signal-validation.md"}, "confidence": 0.84, "created_at": "2026-06-22 01:37:31", "deadline": null, "id": "sme-validation-gap-tick-116-sme-validation-pack-historical-motion-verification-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "sme_validation_gap", "status": "open", "strategy": "historical motion verification", "subject_id": "tick-116-sme-validation-pack", "subject_name": "Tick 116 SME validation pack", "subject_type": "sme_call_task", "updated_at": "2026-06-22 01:37:31"}
{"amount": "", "attrs": {"action": "Execute hour 07 answer-engine testing with capture-ledger and amount-class safeguards.", "pattern": "AEO/GEO work is only useful when raw answers, citations, missing fields, and negative evidence are preserved.", "priority_rank": 1, "sme_verify": "Does the decision maker use this public engine, platform-native AI, or finance workspace?", "source_path": "data/recovered_loop_tick105_aeo_geo_hour07_control_plane.json"}, "confidence": 0.95, "created_at": "2026-06-22 01:42:33", "deadline": null, "id": "hourly-lane-execution-tick-117-aeo-geo-public-answer-engine-control-plane-aeo-geo-public-answer-engines-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "hourly_lane_execution", "status": "active", "strategy": "AEO/GEO public answer engines", "subject_id": "tick-117-aeo-geo-public-answer-engine-control-plane", "subject_name": "Tick 117 AEO GEO public answer engine control plane", "subject_type": "process", "updated_at": "2026-06-22 01:42:33"}
{"amount": "", "attrs": {"action": "Run buyer questions and capture source links, direct answer, amount class, and limitations.", "pattern": "ChatGPT Search can surface source-backed direct answers but stale citations remain a risk.", "priority_rank": 2, "sme_verify": "Do allocators or consultants use ChatGPT Search for first-pass diligence?", "source_path": "data/recovered_loop_tick105_public_answer_engine_surface_matrix.json"}, "confidence": 0.87, "created_at": "2026-06-22 01:42:33", "deadline": null, "id": "aeo-geo-surface-gap-tick-117-chatgpt-search-decision-maker-lane-chatgpt-search-answer-testing-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "aeo_geo_surface_gap", "status": "open", "strategy": "ChatGPT Search answer testing", "subject_id": "tick-117-chatgpt-search-decision-maker-lane", "subject_name": "Tick 117 ChatGPT Search decision-maker lane", "subject_type": "answer_engine", "updated_at": "2026-06-22 01:42:33"}
{"amount": "", "attrs": {"action": "Capture AI Overview text, linked sources, screenshots, and freshness deltas.", "pattern": "Google can select different sources than ordinary search and may blur pitch-now versus monitor-only routes.", "priority_rank": 3, "sme_verify": "Which Google surface does the decision maker see first?", "source_path": "docs/quant-aeo-geo-monitoring-matrix.md"}, "confidence": 0.84, "created_at": "2026-06-22 01:42:33", "deadline": null, "id": "aeo-geo-surface-gap-tick-117-google-ai-overviews-ai-mode-lane-google-ai-overview-answer-testing-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "aeo_geo_surface_gap", "status": "open", "strategy": "Google AI Overview answer testing", "subject_id": "tick-117-google-ai-overviews-ai-mode-lane", "subject_name": "Tick 117 Google AI Overviews AI Mode lane", "subject_type": "answer_engine", "updated_at": "2026-06-22 01:42:33"}
{"amount": "", "attrs": {"action": "Test ODD, consultant, official-proof, and allocation prompts for source drift and limitations.", "pattern": "Long-context synthesis can smooth over source gaps unless the prompt forces missingness labels.", "priority_rank": 4, "sme_verify": "Which Claude-style answer would a consultant trust?", "source_path": "data/recovered_loop_tick105_public_answer_engine_surface_matrix.json"}, "confidence": 0.84, "created_at": "2026-06-22 01:42:33", "deadline": null, "id": "aeo-geo-surface-gap-tick-117-claude-web-search-lane-claude-web-search-synthesis-testing-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "aeo_geo_surface_gap", "status": "open", "strategy": "Claude web search synthesis testing", "subject_id": "tick-117-claude-web-search-lane", "subject_name": "Tick 117 Claude web search lane", "subject_type": "answer_engine", "updated_at": "2026-06-22 01:42:33"}
{"amount": "", "attrs": {"action": "Capture citations, primary-source ratio, and source novelty for competitor allocation and route prompts.", "pattern": "Citation-forward answers still fail if citations loop or are not first-party.", "priority_rank": 5, "sme_verify": "Would a selector accept the citation list?", "source_path": "docs/quant-aeo-geo-monitoring-matrix.md"}, "confidence": 0.83, "created_at": "2026-06-22 01:42:33", "deadline": null, "id": "aeo-geo-surface-gap-tick-117-perplexity-citation-lane-perplexity-citation-testing-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "aeo_geo_surface_gap", "status": "open", "strategy": "Perplexity citation testing", "subject_id": "tick-117-perplexity-citation-lane", "subject_name": "Tick 117 Perplexity citation lane", "subject_type": "answer_engine", "updated_at": "2026-06-22 01:42:33"}
{"amount": "", "attrs": {"action": "Capture CAIS x Claude and iCapital prompt/field behavior or SME transcript where live access is unavailable.", "pattern": "Private-wealth decision makers may query platform-native AI rather than public engines.", "priority_rank": 6, "sme_verify": "Which platform field or prompt changes discovery?", "source_path": "data/recovered_loop_tick116_competitor_influence_personnel_map.json"}, "confidence": 0.85, "created_at": "2026-06-22 01:42:33", "deadline": null, "id": "platform-native-aeo-gap-tick-117-platform-native-advisor-ai-lane-advisor-and-platform-native-retrieval-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "platform_native_aeo_gap", "status": "open", "strategy": "advisor and platform-native retrieval", "subject_id": "tick-117-platform-native-advisor-ai-lane", "subject_name": "Tick 117 platform-native advisor AI lane", "subject_type": "surface", "updated_at": "2026-06-22 01:42:33"}
{"amount": "", "attrs": {"action": "Carry answer capture fields into Bloomberg ASKB, AlphaSense, FactSet, Preqin, PitchBook, and eVestment tests.", "pattern": "Public engine failures should drive proprietary workspace and hidden database queries.", "priority_rank": 7, "sme_verify": "Which workspace did the decision maker trust?", "source_path": "data/recovered_loop_tick105_aeo_geo_capture_ledger_schema.json"}, "confidence": 0.84, "created_at": "2026-06-22 01:42:33", "deadline": null, "id": "finance-workspace-handoff-tick-117-finance-workspace-aeo-bridge-lane-hour-08-bridge-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "finance_workspace_handoff", "status": "open", "strategy": "hour 08 bridge", "subject_id": "tick-117-finance-workspace-aeo-bridge-lane", "subject_name": "Tick 117 finance workspace AEO bridge lane", "subject_type": "surface", "updated_at": "2026-06-22 01:42:33"}
{"amount": "", "attrs": {"action": "Require raw answer, citations, screenshot/transcript, run date, required fields, missing fields, wrong claims, and pass/fail status.", "pattern": "No answer-engine success without a replayable evidence trail.", "priority_rank": 8, "sme_verify": "Does the evidence prove what the surface answered?", "source_path": "data/recovered_loop_tick105_aeo_geo_capture_ledger_schema.json"}, "confidence": 0.92, "created_at": "2026-06-22 01:42:33", "deadline": null, "id": "promotion-gate-tick-117-capture-ledger-proof-gate-answer-capture-proof-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "promotion_gate", "status": "active", "strategy": "answer capture proof", "subject_id": "tick-117-capture-ledger-proof-gate", "subject_name": "Tick 117 capture ledger proof gate", "subject_type": "schema", "updated_at": "2026-06-22 01:42:33"}
{"amount": "", "attrs": {"action": "Turn wrong owner, stale route, hallucinated AUM, uncited fee/liquidity, and generic answers into corrective assets.", "pattern": "Wrong answers reveal what content and source blocks should be built next.", "priority_rank": 9, "sme_verify": "Which wrong answer would materially damage outreach?", "source_path": "docs/quant-aeo-geo-monitoring-matrix.md"}, "confidence": 0.86, "created_at": "2026-06-22 01:42:33", "deadline": null, "id": "negative-evidence-gap-tick-117-negative-evidence-rebuttal-queue-failed-answer-capture-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "negative_evidence_gap", "status": "open", "strategy": "failed answer capture", "subject_id": "tick-117-negative-evidence-rebuttal-queue", "subject_name": "Tick 117 negative evidence rebuttal queue", "subject_type": "monitor_split_task", "updated_at": "2026-06-22 01:42:33"}
{"amount": "", "attrs": {"action": "Route tick 118 to hour 08 finance workspaces and hidden databases with public answer failures carried forward.", "pattern": "The next lane should test proprietary/internal surfaces after public AEO/GEO surfaces are defined.", "priority_rank": 10, "sme_verify": "Should next tick prioritize Bloomberg/AlphaSense/FactSet/Preqin/PitchBook/eVestment?", "source_path": "docs/quant-loop-operating-schedule.md"}, "confidence": 0.9, "created_at": "2026-06-22 01:42:33", "deadline": null, "id": "next-hour-route-tick-117-next-hour-finance-workspace-handoff-gate-hourly-loop-routing-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "next_hour_route", "status": "open", "strategy": "hourly loop routing", "subject_id": "tick-117-next-hour-finance-workspace-handoff-gate", "subject_name": "Tick 117 next-hour finance workspace handoff gate", "subject_type": "process", "updated_at": "2026-06-22 01:42:33"}
{"amount": "", "attrs": {"action": "Run pitch-now query across public engines and preserve route, owner, deadline, and proof gap.", "pattern": "Open-route answers must be current or labeled recurring/source-gap.", "priority_rank": 1, "sme_verify": "Does the route accept materials now?", "source_path": "data/recovered_loop_tick98_pitch_now_question_test_rows.json"}, "confidence": 0.88, "created_at": "2026-06-22 01:42:33", "deadline": null, "id": "question-test-tick117-qt00-pitch-now-public-run-pitch-now-answer-testing-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "question_test", "status": "open", "strategy": "pitch-now answer testing", "subject_id": "tick117-qt00-pitch-now-public-run", "subject_name": "tick117 qt00 pitch-now public run", "subject_type": "run_folder_template", "updated_at": "2026-06-22 01:42:33"}
{"amount": "", "attrs": {"action": "Test funding cycle and open request questions for stale-RFP risk.", "pattern": "A dated RFP should not be promoted as open unless current proof exists.", "priority_rank": 2, "sme_verify": "Is the request still open?", "source_path": "docs/quant-pitch-calendar.md"}, "confidence": 0.86, "created_at": "2026-06-22 01:42:33", "deadline": null, "id": "question-test-tick117-qt01-funding-cycle-public-run-funding-cycle-answer-testing-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "question_test", "status": "open", "strategy": "funding cycle answer testing", "subject_id": "tick117-qt01-funding-cycle-public-run", "subject_name": "tick117 qt01 funding-cycle public run", "subject_type": "run_folder_template", "updated_at": "2026-06-22 01:42:33"}
{"amount": "", "attrs": {"action": "Test vulnerable incumbent and replacement destination questions.", "pattern": "Replacement claims require capital-flow destination, not only weak performance.", "priority_rank": 3, "sme_verify": "What capital replaced the incumbent?", "source_path": "data/recovered_loop_tick100_low_performer_question_tests.json"}, "confidence": 0.86, "created_at": "2026-06-22 01:42:33", "deadline": null, "id": "question-test-tick117-qt02-low-performer-public-run-low-performer-answer-testing-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "question_test", "status": "open", "strategy": "low performer answer testing", "subject_id": "tick117-qt02-low-performer-public-run", "subject_name": "tick117 qt02 low-performer public run", "subject_type": "run_folder_template", "updated_at": "2026-06-22 01:42:33"}
{"amount": "", "attrs": {"action": "Test consultant field questions and platform-native advisor surfaces.", "pattern": "Consultant brand answers fail without workflow field and owner context.", "priority_rank": 4, "sme_verify": "Which field changes shortlist inclusion?", "source_path": "data/recovered_loop_tick101_consultant_question_tests.json"}, "confidence": 0.86, "created_at": "2026-06-22 01:42:33", "deadline": null, "id": "question-test-tick117-qt03-consultant-workflow-public-run-consultant-workflow-answer-testing-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "question_test", "status": "open", "strategy": "consultant workflow answer testing", "subject_id": "tick117-qt03-consultant-workflow-public-run", "subject_name": "tick117 qt03 consultant workflow public run", "subject_type": "run_folder_template", "updated_at": "2026-06-22 01:42:33"}
{"amount": "", "attrs": {"action": "Test private-wealth platform and event route queries.", "pattern": "Advisor discovery may be platform-native rather than public search.", "priority_rank": 5, "sme_verify": "Which platform is used before diligence?", "source_path": "data/recovered_loop_tick102_private_wealth_question_tests.json"}, "confidence": 0.85, "created_at": "2026-06-22 01:42:33", "deadline": null, "id": "question-test-tick117-qt04-private-wealth-platform-public-run-private-wealth-answer-testing-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "question_test", "status": "open", "strategy": "private wealth answer testing", "subject_id": "tick117-qt04-private-wealth-platform-public-run", "subject_name": "tick117 qt04 private wealth platform public run", "subject_type": "run_folder_template", "updated_at": "2026-06-22 01:42:33"}
{"amount": "", "attrs": {"action": "Test official owner and sleeve proof queries.", "pattern": "International allocator answers can hallucinate current owner or route status.", "priority_rank": 6, "sme_verify": "Which official source proves owner and sleeve?", "source_path": "data/recovered_loop_tick103_international_allocator_question_tests.json"}, "confidence": 0.85, "created_at": "2026-06-22 01:42:33", "deadline": null, "id": "question-test-tick117-qt05-international-proof-public-run-international-proof-answer-testing-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "question_test", "status": "open", "strategy": "international proof answer testing", "subject_id": "tick117-qt05-international-proof-public-run", "subject_name": "tick117 qt05 international proof public run", "subject_type": "run_folder_template", "updated_at": "2026-06-22 01:42:33"}
{"amount": "", "attrs": {"action": "Test allocation amount questions and require exact/directional/missing labels.", "pattern": "AEO/GEO answers must preserve amount class and denominator.", "priority_rank": 7, "sme_verify": "Does answer preserve amount class?", "source_path": "data/recovered_loop_tick116_competitor_allocation_matrix.json"}, "confidence": 0.86, "created_at": "2026-06-22 01:42:33", "deadline": null, "id": "question-test-tick117-qt06-competitor-allocation-public-run-competitor-allocation-answer-testing-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "question_test", "status": "open", "strategy": "competitor allocation answer testing", "subject_id": "tick117-qt06-competitor-allocation-public-run", "subject_name": "tick117 qt06 competitor allocation public run", "subject_type": "run_folder_template", "updated_at": "2026-06-22 01:42:33"}
{"amount": "", "attrs": {"action": "Map decision personas to public, platform-native, or proprietary answer surfaces.", "pattern": "AEO/GEO strategy changes if the decision maker uses CAIS, iCapital, Bloomberg, AlphaSense, or ChatGPT.", "priority_rank": 8, "sme_verify": "Which answer source was trusted?", "source_path": "data/recovered_loop_tick72_decision_maker_chatbot_and_aeo_test_plan.json"}, "confidence": 0.85, "created_at": "2026-06-22 01:42:33", "deadline": null, "id": "aeo-geo-surface-gap-tick117-decision-maker-chatbot-usage-run-decision-maker-chatbot-and-workspace-usage-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "aeo_geo_surface_gap", "status": "open", "strategy": "decision-maker chatbot and workspace usage", "subject_id": "tick117-decision-maker-chatbot-usage-run", "subject_name": "tick117 decision-maker chatbot usage run", "subject_type": "run_folder_template", "updated_at": "2026-06-22 01:42:33"}
{"amount": "", "attrs": {"action": "Capture failed public answers and convert them into corrective assets and retest rows.", "pattern": "Failed answers are source-backfill opportunities.", "priority_rank": 9, "sme_verify": "Which wrong answer would damage outreach?", "source_path": "docs/quant-aeo-geo-monitoring-matrix.md"}, "confidence": 0.86, "created_at": "2026-06-22 01:42:33", "deadline": null, "id": "negative-evidence-gap-tick117-negative-evidence-rebuttal-run-negative-evidence-retest-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "negative_evidence_gap", "status": "open", "strategy": "negative evidence retest", "subject_id": "tick117-negative-evidence-rebuttal-run", "subject_name": "tick117 negative evidence rebuttal run", "subject_type": "run_folder_template", "updated_at": "2026-06-22 01:42:33"}
{"amount": "", "attrs": {"action": "Carry unresolved public answer gaps into Bloomberg, AlphaSense, FactSet, Preqin, PitchBook, and eVestment tests.", "pattern": "Public answer failures determine hidden-database query priorities.", "priority_rank": 10, "sme_verify": "Which proprietary workspace should be tested next?", "source_path": "data/recovered_loop_tick105_aeo_geo_capture_ledger_schema.json"}, "confidence": 0.84, "created_at": "2026-06-22 01:42:33", "deadline": null, "id": "finance-workspace-handoff-tick-117-aeo-geo-decision-maker-run-queue-hour-08-bridge-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "finance_workspace_handoff", "status": "open", "strategy": "hour 08 bridge", "subject_id": "tick-117-aeo-geo-decision-maker-run-queue", "subject_name": "Tick 117 AEO GEO decision-maker run queue", "subject_type": "analysis_lane", "updated_at": "2026-06-22 01:42:33"}
{"amount": "", "attrs": {"action": "Execute hour 08 and produce private workspace, hidden database, first-result, lineage, personnel, and SME validation rows.", "pattern": "Allocator influence can sit inside private retrieval surfaces rather than public search.", "priority_rank": 1, "sme_verify": "Which private workspace does the target analyst, advisor, or consultant use first?", "source_path": "data/recovered_loop_tick106_finance_workspace_hour08_control_plane.json"}, "confidence": 0.95, "created_at": "2026-06-22 01:50:26", "deadline": null, "id": "hourly-lane-execution-tick-118-finance-workspace-hidden-database-control-plane-finance-workspaces-and-hidden-databases-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "hourly_lane_execution", "status": "active", "strategy": "finance workspaces and hidden databases", "subject_id": "tick-118-finance-workspace-hidden-database-control-plane", "subject_name": "Tick 118 finance workspace hidden database control plane", "subject_type": "process", "updated_at": "2026-06-22 01:50:26"}
{"amount": "", "attrs": {"action": "Block workspace success claims without result rank, source lineage, freshness, export path, missing fields, and evidence artifact.", "pattern": "Private workspace answers are actionable only when raw source lineage is preserved.", "priority_rank": 2, "sme_verify": "Does the captured row prove what the workspace showed?", "source_path": "data/recovered_loop_tick105_aeo_geo_capture_ledger_schema.json"}, "confidence": 0.92, "created_at": "2026-06-22 01:50:26", "deadline": null, "id": "source-lineage-gate-tick-118-source-lineage-promotion-gate-workspace-evidence-control-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "source_lineage_gate", "status": "active", "strategy": "workspace evidence control", "subject_id": "tick-118-source-lineage-promotion-gate", "subject_name": "Tick 118 source lineage promotion gate", "subject_type": "schema", "updated_at": "2026-06-22 01:50:26"}
{"amount": "", "attrs": {"action": "Test Bloomberg ASKB, FactSet, and AlphaSense for first result, first document, source lineage, and freshness.", "pattern": "Research workspace answers require document-level provenance and exportability.", "priority_rank": 3, "sme_verify": "Which research workspace is used first for this query?", "source_path": "data/recovered_loop_tick106_finance_workspace_surface_matrix.json"}, "confidence": 0.88, "created_at": "2026-06-22 01:50:26", "deadline": null, "id": "workflow-retrieval-surface-tick-118-research-workspace-lane-research-workspace-first-result-testing-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "workflow_retrieval_surface", "status": "open", "strategy": "research workspace first-result testing", "subject_id": "tick-118-research-workspace-lane", "subject_name": "Tick 118 research workspace lane", "subject_type": "analysis_lane", "updated_at": "2026-06-22 01:50:26"}
{"amount": "", "attrs": {"action": "Capture first profile, strategy, performance, terms, people, investor-map, fundraising, freshness, and export fields across Aksia/eVestment/Preqin/PitchBook.", "pattern": "Manager database profile rank and completeness can gate consultant and public pension visibility.", "priority_rank": 4, "sme_verify": "Which profile fields are visible, exportable, and stale?", "source_path": "data/recovered_loop_tick106_hidden_database_question_tests.json"}, "confidence": 0.88, "created_at": "2026-06-22 01:50:26", "deadline": null, "id": "manager-database-tick-118-consultant-manager-database-lane-manager-profile-first-result-testing-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "manager_database", "status": "open", "strategy": "manager profile first-result testing", "subject_id": "tick-118-consultant-manager-database-lane", "subject_name": "Tick 118 consultant manager database lane", "subject_type": "analysis_lane", "updated_at": "2026-06-22 01:50:26"}
{"amount": "", "attrs": {"action": "Test CAIS x Claude and iCapital prompt/field behavior for advisor first-result and listability workflows.", "pattern": "Advisor AI and platform-native search can determine what private wealth sees first.", "priority_rank": 5, "sme_verify": "Which platform prompt or field changes discovery?", "source_path": "data/recovered_loop_tick117_aeo_geo_decision_maker_run_queue.json"}, "confidence": 0.86, "created_at": "2026-06-22 01:50:26", "deadline": null, "id": "platform-native-aeo-gap-tick-118-private-wealth-platform-lane-private-wealth-platform-first-result-testing-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "platform_native_aeo_gap", "status": "open", "strategy": "private wealth platform first-result testing", "subject_id": "tick-118-private-wealth-platform-lane", "subject_name": "Tick 118 private wealth platform lane", "subject_type": "analysis_lane", "updated_at": "2026-06-22 01:50:26"}
{"amount": "", "attrs": {"action": "Capture Aladdin risk output and internal Copilot/Glean/Rovo first-file, owner, title, tags, permissions, and stale-conflict fields.", "pattern": "Internal permissioned files and risk systems can decide what committee members see first.", "priority_rank": 6, "sme_verify": "Which internal file or risk output is treated as source of truth?", "source_path": "data/recovered_loop_tick106_finance_workspace_surface_matrix.json"}, "confidence": 0.84, "created_at": "2026-06-22 01:50:26", "deadline": null, "id": "workflow-retrieval-surface-tick-118-risk-and-internal-copilot-lane-risk-and-internal-copilot-retrieval-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "workflow_retrieval_surface", "status": "open", "strategy": "risk and internal copilot retrieval", "subject_id": "tick-118-risk-and-internal-copilot-lane", "subject_name": "Tick 118 risk and internal copilot lane", "subject_type": "analysis_lane", "updated_at": "2026-06-22 01:50:26"}
{"amount": "", "attrs": {"action": "Run or queue first-result tests across corpus, research workspaces, consultant databases, private wealth platforms, enterprise copilots, and SMEs.", "pattern": "First-result rank is the hidden AEO/GEO equivalent for gated workspaces.", "priority_rank": 7, "sme_verify": "What would the analyst actually see first?", "source_path": "data/recovered_loop_tick106_hidden_database_question_tests.json"}, "confidence": 0.89, "created_at": "2026-06-22 01:50:26", "deadline": null, "id": "question-test-gap-tick-118-first-result-question-lane-private-database-first-result-testing-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "question_test_gap", "status": "open", "strategy": "private database first-result testing", "subject_id": "tick-118-first-result-question-lane", "subject_name": "Tick 118 first-result question lane", "subject_type": "question_test", "updated_at": "2026-06-22 01:50:26"}
{"amount": "", "attrs": {"action": "Preserve missing lineage, stale source, non-exportable field, permission failure, and black-box summary rows as remediation tasks.", "pattern": "Opaque private workspace answers can look authoritative while being unusable for investment committee proof.", "priority_rank": 8, "sme_verify": "Which missing field blocks investment committee use?", "source_path": "docs/quant-aeo-geo-monitoring-matrix.md"}, "confidence": 0.87, "created_at": "2026-06-22 01:50:26", "deadline": null, "id": "negative-evidence-gap-tick-118-proprietary-opacity-negative-evidence-lane-workspace-failure-capture-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "negative_evidence_gap", "status": "open", "strategy": "workspace failure capture", "subject_id": "tick-118-proprietary-opacity-negative-evidence-lane", "subject_name": "Tick 118 proprietary opacity negative evidence lane", "subject_type": "monitor_split_task", "updated_at": "2026-06-22 01:50:26"}
{"amount": "", "attrs": {"action": "Add profile owners, data admins, diligence owners, taxonomy owners, and source-of-truth owners as influence targets.", "pattern": "The person who controls profile completeness or retrieval taxonomy influences whether the fund appears in buyer workflows.", "priority_rank": 9, "sme_verify": "Who updates the manager profile and who approves field changes?", "source_path": "data/recovered_loop_tick116_competitor_influence_personnel_map.json"}, "confidence": 0.84, "created_at": "2026-06-22 01:50:26", "deadline": null, "id": "personnel-gap-tick-118-hidden-platform-owner-personnel-lane-hidden-owner-expansion-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "personnel_gap", "status": "open", "strategy": "hidden owner expansion", "subject_id": "tick-118-hidden-platform-owner-personnel-lane", "subject_name": "Tick 118 hidden platform owner personnel lane", "subject_type": "personnel_gap", "updated_at": "2026-06-22 01:50:26"}
{"amount": "", "attrs": {"action": "Route tick 119 to hour 09 historical motion verification with workspace lineage and owner blockers carried forward.", "pattern": "Historical motion verification follows hidden workspace normalization.", "priority_rank": 10, "sme_verify": "Should the next tick verify historical motion or continue workspace field extraction?", "source_path": "docs/quant-loop-operating-schedule.md"}, "confidence": 0.9, "created_at": "2026-06-22 01:50:26", "deadline": null, "id": "next-hour-route-tick-118-next-hour-historical-motion-handoff-gate-hourly-loop-routing-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "next_hour_route", "status": "open", "strategy": "hourly loop routing", "subject_id": "tick-118-next-hour-historical-motion-handoff-gate", "subject_name": "Tick 118 next-hour historical motion handoff gate", "subject_type": "process", "updated_at": "2026-06-22 01:50:26"}
{"amount": "", "attrs": {"action": "Capture terminal query, first answer, event/filing path, traceable numbers, timestamp, and export path.", "pattern": "Terminal-only facts need reproducible lineage before use.", "priority_rank": 1, "sme_verify": "Can the analyst export or cite the same result outside the terminal?", "source_path": "docs/quant-aeo-geo-monitoring-matrix.md"}, "confidence": 0.86, "created_at": "2026-06-22 01:50:31", "deadline": null, "id": "workflow-retrieval-surface-tick-118-bloomberg-askb-row-terminal-native-discovery-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "workflow_retrieval_surface", "status": "open", "strategy": "terminal-native discovery", "subject_id": "tick-118-bloomberg-askb-row", "subject_name": "Tick 118 Bloomberg ASKB row", "subject_type": "vendor", "updated_at": "2026-06-22 01:50:31"}
{"amount": "", "attrs": {"action": "Capture module, source references, portfolio context, factor fields, timestamp, and export path.", "pattern": "Analytics summaries need provenance before outreach use.", "priority_rank": 2, "sme_verify": "Which module produced the answer?", "source_path": "data/recovered_loop_tick106_finance_workspace_surface_matrix.json"}, "confidence": 0.84, "created_at": "2026-06-22 01:50:31", "deadline": null, "id": "workflow-retrieval-surface-tick-118-factset-ai-row-analytics-workspace-discovery-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "workflow_retrieval_surface", "status": "open", "strategy": "analytics workspace discovery", "subject_id": "tick-118-factset-ai-row", "subject_name": "Tick 118 FactSet AI row", "subject_type": "vendor", "updated_at": "2026-06-22 01:50:31"}
{"amount": "", "attrs": {"action": "Capture first document, date, publisher, excerpt, freshness delta, and export path.", "pattern": "Freshness controls whether the result is pitch-now or historical.", "priority_rank": 3, "sme_verify": "Is the cited source current enough?", "source_path": "data/recovered_loop_tick117_aeo_geo_decision_maker_run_queue.json"}, "confidence": 0.86, "created_at": "2026-06-22 01:50:31", "deadline": null, "id": "workflow-retrieval-surface-tick-118-alphasense-row-document-first-research-discovery-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "workflow_retrieval_surface", "status": "open", "strategy": "document-first research discovery", "subject_id": "tick-118-alphasense-row", "subject_name": "Tick 118 AlphaSense row", "subject_type": "vendor", "updated_at": "2026-06-22 01:50:31"}
{"amount": "", "attrs": {"action": "Capture manager packet, ODD, risk reporting, retrieval surface, named research people, and owner gaps.", "pattern": "Consultant portal visibility depends on field completeness and owner workflow.", "priority_rank": 4, "sme_verify": "Which Aksia field or owner controls visibility?", "source_path": "data/recovered_loop_tick79_consultant_database_mapping.json"}, "confidence": 0.87, "created_at": "2026-06-22 01:50:31", "deadline": null, "id": "consultant-database-update-tick-118-aksia-manager-portal-row-consultant-first-result-discovery-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "consultant_database_update", "status": "open", "strategy": "consultant first-result discovery", "subject_id": "tick-118-aksia-manager-portal-row", "subject_name": "Tick 118 Aksia manager portal row", "subject_type": "consultant_database", "updated_at": "2026-06-22 01:50:31"}
{"amount": "", "attrs": {"action": "Refresh profile fields, strategy classification, performance, terms, export path, freshness, and route linkage.", "pattern": "Profile completeness can gate public-pension search visibility.", "priority_rank": 5, "sme_verify": "Which fields are visible and exportable?", "source_path": "data/recovered_loop_tick106_finance_workspace_surface_matrix.json"}, "confidence": 0.88, "created_at": "2026-06-22 01:50:31", "deadline": null, "id": "manager-database-tick-118-evestment-nasdaq-row-manager-profile-first-result-discovery-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "manager_database", "status": "open", "strategy": "manager profile first-result discovery", "subject_id": "tick-118-evestment-nasdaq-row", "subject_name": "Tick 118 eVestment Nasdaq row", "subject_type": "manager_database", "updated_at": "2026-06-22 01:50:31"}
{"amount": "", "attrs": {"action": "Normalize investor-map, fundraising, performance, terms, people, and freshness fields.", "pattern": "Investor-map surfaces reveal hidden owners and competitor paths.", "priority_rank": 6, "sme_verify": "Which database exposes richer profile and people fields?", "source_path": "data/recovered_loop_tick61_source_family_acquisition_signals.json"}, "confidence": 0.82, "created_at": "2026-06-22 01:50:31", "deadline": null, "id": "manager-database-tick-118-preqin-pitchbook-row-investor-map-discovery-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "manager_database", "status": "open", "strategy": "investor-map discovery", "subject_id": "tick-118-preqin-pitchbook-row", "subject_name": "Tick 118 Preqin PitchBook row", "subject_type": "manager_database", "updated_at": "2026-06-22 01:50:31"}
{"amount": "", "attrs": {"action": "Capture advisor prompt, first result, model-portfolio language, home-office fields, and missing fields.", "pattern": "Advisor AI can shape private-wealth discovery before sales contact.", "priority_rank": 7, "sme_verify": "Which prompt retrieves the product or education packet?", "source_path": "data/recovered_loop_tick117_aeo_geo_decision_maker_run_queue.json"}, "confidence": 0.86, "created_at": "2026-06-22 01:50:31", "deadline": null, "id": "platform-native-aeo-gap-tick-118-cais-claude-row-advisor-ai-retrieval-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "platform_native_aeo_gap", "status": "open", "strategy": "advisor AI retrieval", "subject_id": "tick-118-cais-claude-row", "subject_name": "Tick 118 CAIS Claude row", "subject_type": "private_wealth_platform", "updated_at": "2026-06-22 01:50:31"}
{"amount": "", "attrs": {"action": "Map fund data, subscription, DDQ, reporting, advisor education, portfolio fit, and approval route.", "pattern": "Platform-compatible fields improve platform-native discoverability.", "priority_rank": 8, "sme_verify": "Who owns field labels and approval path?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md"}, "confidence": 0.85, "created_at": "2026-06-22 01:50:31", "deadline": null, "id": "manager-onboarding-tick-118-icapital-marketplace-row-platform-listability-and-diligence-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "manager_onboarding", "status": "open", "strategy": "platform listability and diligence", "subject_id": "tick-118-icapital-marketplace-row", "subject_name": "Tick 118 iCapital marketplace row", "subject_type": "private_wealth_platform", "updated_at": "2026-06-22 01:50:31"}
{"amount": "", "attrs": {"action": "Capture first internal file, owner, title, permissions, freshness, decision log, and stale-conflict flags.", "pattern": "Internal permissioned files decide what committee members see first.", "priority_rank": 9, "sme_verify": "Which file is treated as source of truth?", "source_path": "docs/quant-aeo-geo-content-backlog.md"}, "confidence": 0.83, "created_at": "2026-06-22 01:50:31", "deadline": null, "id": "workflow-retrieval-surface-tick-118-microsoft-365-copilot-row-internal-committee-retrieval-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "workflow_retrieval_surface", "status": "open", "strategy": "internal committee retrieval", "subject_id": "tick-118-microsoft-365-copilot-row", "subject_name": "Tick 118 Microsoft 365 Copilot row", "subject_type": "enterprise_copilot", "updated_at": "2026-06-22 01:50:31"}
{"amount": "", "attrs": {"action": "Prepare titles, tags, DDQ history, ODD notes, committee decisions, and stale-conflict remediation.", "pattern": "Taxonomy and stale internal docs can outrank current evidence.", "priority_rank": 10, "sme_verify": "Which tag or title controls retrieval?", "source_path": "data/recovered_loop_tick116_competitor_influence_personnel_map.json"}, "confidence": 0.82, "created_at": "2026-06-22 01:50:31", "deadline": null, "id": "workflow-retrieval-surface-tick-118-glean-rovo-row-enterprise-knowledge-retrieval-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "workflow_retrieval_surface", "status": "open", "strategy": "enterprise knowledge retrieval", "subject_id": "tick-118-glean-rovo-row", "subject_name": "Tick 118 Glean Rovo row", "subject_type": "enterprise_copilot", "updated_at": "2026-06-22 01:50:31"}
{"amount": "", "attrs": {"action": "Run the canonical first-result question across private workspaces, manager databases, platforms, internal copilots, SMEs, and negative evidence.", "pattern": "Private first-result ranking is a hidden AEO/GEO signal.", "priority_rank": 1, "sme_verify": "What would the analyst actually see first?", "source_path": "data/recovered_loop_tick106_hidden_database_question_tests.json"}, "confidence": 0.9, "created_at": "2026-06-22 01:50:39", "deadline": null, "id": "question-test-gap-tick-118-hidden-database-first-result-tests-private-database-first-result-testing-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "question_test_gap", "status": "active", "strategy": "private database first-result testing", "subject_id": "tick-118-hidden-database-first-result-tests", "subject_name": "Tick 118 hidden database first-result tests", "subject_type": "question_test", "updated_at": "2026-06-22 01:50:39"}
{"amount": "", "attrs": {"action": "Capture raw answer, first document/function, source lineage, export path, and freshness delta from Bloomberg, FactSet, and AlphaSense.", "pattern": "Research workspaces need document-level provenance.", "priority_rank": 2, "sme_verify": "Which research workspace is used first?", "source_path": "data/recovered_loop_tick118_finance_workspace_surface_matrix.json"}, "confidence": 0.86, "created_at": "2026-06-22 01:50:39", "deadline": null, "id": "workflow-retrieval-surface-tick-118-research-workspace-first-result-test-research-workspace-first-result-test-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "workflow_retrieval_surface", "status": "open", "strategy": "research workspace first-result test", "subject_id": "tick-118-research-workspace-first-result-test", "subject_name": "Tick 118 research workspace first-result test", "subject_type": "question_test", "updated_at": "2026-06-22 01:50:39"}
{"amount": "", "attrs": {"action": "Capture first profile, rank, exportable fields, missing fields, freshness, and owner gap for Aksia/eVestment/Preqin/PitchBook.", "pattern": "Profile rank gates visibility in consultant and allocator workflows.", "priority_rank": 3, "sme_verify": "Which profile fields are visible and exportable?", "source_path": "data/recovered_loop_tick79_consultant_database_mapping.json"}, "confidence": 0.88, "created_at": "2026-06-22 01:50:39", "deadline": null, "id": "manager-database-tick-118-manager-profile-first-result-test-manager-database-first-result-test-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "manager_database", "status": "open", "strategy": "manager database first-result test", "subject_id": "tick-118-manager-profile-first-result-test", "subject_name": "Tick 118 manager profile first-result test", "subject_type": "question_test", "updated_at": "2026-06-22 01:50:39"}
{"amount": "", "attrs": {"action": "Capture advisor prompt, first result, platform fields, reporting artifacts, approval route, and owner gap for CAIS/iCapital.", "pattern": "Platform-native AI can shape advisor first screen.", "priority_rank": 4, "sme_verify": "Which prompt retrieves the product?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md"}, "confidence": 0.86, "created_at": "2026-06-22 01:50:39", "deadline": null, "id": "platform-native-aeo-gap-tick-118-private-wealth-platform-first-result-test-private-wealth-platform-first-result-test-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "platform_native_aeo_gap", "status": "open", "strategy": "private wealth platform first-result test", "subject_id": "tick-118-private-wealth-platform-first-result-test", "subject_name": "Tick 118 private wealth platform first-result test", "subject_type": "question_test", "updated_at": "2026-06-22 01:50:39"}
{"amount": "", "attrs": {"action": "Capture Aladdin risk output and internal Copilot/Glean/Rovo first-file, owner, tags, permission, and stale-conflict fields.", "pattern": "Internal retrieval can decide what committee members see first.", "priority_rank": 5, "sme_verify": "Which internal file is source of truth?", "source_path": "docs/quant-aeo-geo-content-backlog.md"}, "confidence": 0.83, "created_at": "2026-06-22 01:50:39", "deadline": null, "id": "workflow-retrieval-surface-tick-118-risk-internal-copilot-first-result-test-risk-and-enterprise-copilot-first-result-test-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "workflow_retrieval_surface", "status": "open", "strategy": "risk and enterprise copilot first-result test", "subject_id": "tick-118-risk-internal-copilot-first-result-test", "subject_name": "Tick 118 risk internal copilot first-result test", "subject_type": "question_test", "updated_at": "2026-06-22 01:50:39"}
{"amount": "", "attrs": {"action": "Test workspace answers for exact/directional/missing amount preservation and denominator warning.", "pattern": "Workspace authority should not override amount-class discipline.", "priority_rank": 6, "sme_verify": "Does answer preserve amount class?", "source_path": "data/recovered_loop_tick116_competitor_allocation_matrix.json"}, "confidence": 0.86, "created_at": "2026-06-22 01:50:39", "deadline": null, "id": "question-test-tick-118-competitor-allocation-workspace-test-competitor-allocation-workspace-testing-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "question_test", "status": "open", "strategy": "competitor allocation workspace testing", "subject_id": "tick-118-competitor-allocation-workspace-test", "subject_name": "Tick 118 competitor allocation workspace test", "subject_type": "question_test", "updated_at": "2026-06-22 01:50:39"}
{"amount": "", "attrs": {"action": "Ask SMEs what system they open first, what they type, what appears first, and who owns updates.", "pattern": "Inferred workspace influence needs behavior validation.", "priority_rank": 7, "sme_verify": "Can an SME reproduce the first result?", "source_path": "docs/quant-signal-validation.md"}, "confidence": 0.85, "created_at": "2026-06-22 01:50:39", "deadline": null, "id": "sme-verification-gap-tick-118-decision-maker-trusted-surface-sme-test-actual-workflow-validation-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "sme_verification_gap", "status": "open", "strategy": "actual workflow validation", "subject_id": "tick-118-decision-maker-trusted-surface-sme-test", "subject_name": "Tick 118 decision-maker trusted surface SME test", "subject_type": "sme_call_task", "updated_at": "2026-06-22 01:50:39"}
{"amount": "", "attrs": {"action": "Map profile owners, field owners, taxonomy owners, approval routes, and update cadence.", "pattern": "Field owners influence retrieval and listability.", "priority_rank": 8, "sme_verify": "Who updates the manager profile?", "source_path": "data/recovered_loop_tick116_competitor_influence_personnel_map.json"}, "confidence": 0.84, "created_at": "2026-06-22 01:50:39", "deadline": null, "id": "personnel-gap-tick-118-hidden-owner-field-update-test-hidden-owner-mapping-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "personnel_gap", "status": "open", "strategy": "hidden owner mapping", "subject_id": "tick-118-hidden-owner-field-update-test", "subject_name": "Tick 118 hidden owner field update test", "subject_type": "personnel_gap", "updated_at": "2026-06-22 01:50:39"}
{"amount": "", "attrs": {"action": "Capture stale, black-box, permission-blocked, non-exportable, and source-opaque failures as remediation rows.", "pattern": "Workspace failures identify missing evidence assets.", "priority_rank": 9, "sme_verify": "Which missing field makes answer unusable?", "source_path": "docs/quant-aeo-geo-monitoring-matrix.md"}, "confidence": 0.87, "created_at": "2026-06-22 01:50:39", "deadline": null, "id": "negative-evidence-gap-tick-118-negative-evidence-source-lineage-test-source-lineage-failure-capture-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "negative_evidence_gap", "status": "open", "strategy": "source-lineage failure capture", "subject_id": "tick-118-negative-evidence-source-lineage-test", "subject_name": "Tick 118 negative evidence source-lineage test", "subject_type": "monitor_split_task", "updated_at": "2026-06-22 01:50:39"}
{"amount": "", "attrs": {"action": "Carry first-result, owner, source-lineage, and negative-evidence blockers into historical motion verification.", "pattern": "Historical motion tests need to know which workspace or database can verify the motion.", "priority_rank": 10, "sme_verify": "Which workspace can verify the historical motion?", "source_path": "data/recovered_loop_tick106_hidden_database_question_tests.json"}, "confidence": 0.86, "created_at": "2026-06-22 01:50:39", "deadline": null, "id": "next-hour-route-tick-118-hidden-database-first-result-tests-hour-09-handoff-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "next_hour_route", "status": "open", "strategy": "hour 09 handoff", "subject_id": "tick-118-hidden-database-first-result-tests", "subject_name": "Tick 118 hidden database first-result tests", "subject_type": "question_test", "updated_at": "2026-06-22 01:50:39"}
{"amount": "", "attrs": {"action": "Execute hour 09 and produce temporal schema, historical motion, workspace-verification, answer-regression, SME, and next-hour handoff rows.", "pattern": "Historical motion becomes actionable only when before/after, source proof, workspace lineage, and SME-verifiable implication are attached.", "priority_rank": 1, "sme_verify": "What changed over time and can an SME or workspace verify it?", "source_path": "data/recovered_loop_tick107_historical_motion_hour09_control_plane.json"}, "confidence": 0.95, "created_at": "2026-06-22 01:55:55", "deadline": null, "id": "hourly-lane-execution-tick-119-historical-motion-verification-control-plane-historical-motion-verification-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "hourly_lane_execution", "status": "active", "strategy": "historical motion verification", "subject_id": "tick-119-historical-motion-verification-control-plane", "subject_name": "Tick 119 historical motion verification control plane", "subject_type": "process", "updated_at": "2026-06-22 01:55:55"}
{"amount": "", "attrs": {"action": "Require dated before/after fields, source proof, workspace/source lineage, influence path, pitch implication, and SME question.", "pattern": "Dated before/after fields prevent vague history from becoming false active signals.", "priority_rank": 2, "sme_verify": "Can the event be explained and verified from the row?", "source_path": "data/recovered_loop_tick107_temporal_motion_schema.json"}, "confidence": 0.92, "created_at": "2026-06-22 01:55:55", "deadline": null, "id": "temporal-motion-schema-tick-119-temporal-motion-schema-gate-before-after-event-control-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "temporal_motion_schema", "status": "active", "strategy": "before after event control", "subject_id": "tick-119-temporal-motion-schema-gate", "subject_name": "Tick 119 temporal motion schema gate", "subject_type": "schema", "updated_at": "2026-06-22 01:55:55"}
{"amount": "", "attrs": {"action": "Backfill job, title, employer, committee, and platform-owner changes with before/after authority and current owner proof.", "pattern": "Title changes create stale relationship risk and new outreach owners.", "priority_rank": 3, "sme_verify": "Did the title change alter decision authority?", "source_path": "data/recovered_loop_tick92_allocator_provider_temporal_coverage_audit.json"}, "confidence": 0.86, "created_at": "2026-06-22 01:55:55", "deadline": null, "id": "person-title-motion-gap-tick-119-person-authority-change-lane-authority-change-tracking-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "person_title_motion_gap", "status": "open", "strategy": "authority-change tracking", "subject_id": "tick-119-person-authority-change-lane", "subject_name": "Tick 119 person authority change lane", "subject_type": "temporal_surface", "updated_at": "2026-06-22 01:55:55"}
{"amount": "", "attrs": {"action": "Backfill launches, closures, disbandments, PM departures, team changes, strategy wind-downs, and product relaunches.", "pattern": "Lifecycle events can explain allocator replacement demand and competitor churn.", "priority_rank": 4, "sme_verify": "Did this free capital, impair trust, or only affect branding?", "source_path": "data/recovered_loop_tick92_fund_manager_lifecycle_temporal_audit.json"}, "confidence": 0.85, "created_at": "2026-06-22 01:55:55", "deadline": null, "id": "fund-lifecycle-gap-tick-119-fund-lifecycle-and-pm-motion-lane-fund-lifecycle-and-pm-motion-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "fund_lifecycle_gap", "status": "open", "strategy": "fund lifecycle and PM motion", "subject_id": "tick-119-fund-lifecycle-and-pm-motion-lane", "subject_name": "Tick 119 fund lifecycle and PM motion lane", "subject_type": "temporal_surface", "updated_at": "2026-06-22 01:55:55"}
{"amount": "", "attrs": {"action": "Normalize hires, terminations, transactions, allocation changes, watchlists, and replacement evidence into dated capital-motion rows.", "pattern": "Manager-motion tapes reveal replacement and launch windows before broad public narratives do.", "priority_rank": 5, "sme_verify": "Which rows are true capital motion versus routine position changes?", "source_path": "data/recovered_loop_tick72_low_performer_replacement_evidence_queue.json; docs/quant-pitch-calendar.md"}, "confidence": 0.89, "created_at": "2026-06-22 01:55:55", "deadline": null, "id": "manager-hire-termination-tape-tick-119-manager-hire-termination-allocation-lane-manager-hires-terminations-and-allocation-changes-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "manager_hire_termination_tape", "status": "open", "strategy": "manager hires terminations and allocation changes", "subject_id": "tick-119-manager-hire-termination-allocation-lane", "subject_name": "Tick 119 manager hire termination allocation lane", "subject_type": "temporal_surface", "updated_at": "2026-06-22 01:55:55"}
{"amount": "", "attrs": {"action": "Backfill consultant ownership, merger, conflict, renewal, OCIO, platform-product, portal, and research-team changes.", "pattern": "Gatekeeper motion matters when it changes workflow or credibility.", "priority_rank": 6, "sme_verify": "Did the merger or conflict change client workflow?", "source_path": "data/recovered_loop_tick107_historical_motion_hour09_control_plane.json"}, "confidence": 0.83, "created_at": "2026-06-22 01:55:55", "deadline": null, "id": "consultant-merger-conflict-gap-tick-119-consultant-gatekeeper-motion-lane-consultant-and-gatekeeper-motion-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "consultant_merger_conflict_gap", "status": "open", "strategy": "consultant and gatekeeper motion", "subject_id": "tick-119-consultant-gatekeeper-motion-lane", "subject_name": "Tick 119 consultant gatekeeper motion lane", "subject_type": "temporal_surface", "updated_at": "2026-06-22 01:55:55"}
{"amount": "", "attrs": {"action": "Backfill before/after allocation mix for QIS, platform, systematic, long-short, macro/CTA, credit, managed account, and private-market substitute rows.", "pattern": "Dated allocation motion bridges competitor analysis to current pitch timing.", "priority_rank": 7, "sme_verify": "What changed in capital, not just language?", "source_path": "data/recovered_loop_tick116_competitor_allocation_matrix.json"}, "confidence": 0.87, "created_at": "2026-06-22 01:55:55", "deadline": null, "id": "allocation-change-tick-119-allocation-strategy-mix-motion-lane-before-after-strategy-allocation-motion-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "allocation_change", "status": "open", "strategy": "before after strategy allocation motion", "subject_id": "tick-119-allocation-strategy-mix-motion-lane", "subject_name": "Tick 119 allocation strategy mix motion lane", "subject_type": "temporal_surface", "updated_at": "2026-06-22 01:55:55"}
{"amount": "", "attrs": {"action": "Map each motion event to the workspace or database likely to verify it first, plus first result, rank, source lineage, and missing fields.", "pattern": "Historical motion can be verified through private workspaces even when public evidence is thin.", "priority_rank": 8, "sme_verify": "Which workspace can verify the historical motion?", "source_path": "data/recovered_loop_tick118_hidden_database_first_result_tests.json"}, "confidence": 0.86, "created_at": "2026-06-22 01:55:55", "deadline": null, "id": "workflow-retrieval-surface-tick-119-workspace-verifiable-motion-lane-workspace-verification-of-historical-motion-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "workflow_retrieval_surface", "status": "open", "strategy": "workspace verification of historical motion", "subject_id": "tick-119-workspace-verifiable-motion-lane", "subject_name": "Tick 119 workspace-verifiable motion lane", "subject_type": "question_test", "updated_at": "2026-06-22 01:55:55"}
{"amount": "", "attrs": {"action": "Capture repeated public/private answer runs where citations, first result, owner, title, amount, freshness, or hallucination status changes.", "pattern": "AEO/GEO strategy needs temporal answer drift, not only one-off captures.", "priority_rank": 9, "sme_verify": "Which answer drift changed outreach risk?", "source_path": "data/recovered_loop_tick117_aeo_geo_decision_maker_run_queue.json"}, "confidence": 0.84, "created_at": "2026-06-22 01:55:55", "deadline": null, "id": "answer-engine-temporal-regression-tick-119-answer-regression-temporal-lane-answer-surface-temporal-regression-tracking-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "answer_engine_temporal_regression", "status": "open", "strategy": "answer surface temporal regression tracking", "subject_id": "tick-119-answer-regression-temporal-lane", "subject_name": "Tick 119 answer regression temporal lane", "subject_type": "monitor_split_task", "updated_at": "2026-06-22 01:55:55"}
{"amount": "", "attrs": {"action": "Route tick 120 to personnel universe expansion around authority changes, PM moves, consultant reviewers, profile owners, and SME validators.", "pattern": "Historical motion yields named people and owners for the next expansion lane.", "priority_rank": 10, "sme_verify": "Which named people should expand first?", "source_path": "docs/quant-loop-operating-schedule.md"}, "confidence": 0.9, "created_at": "2026-06-22 01:55:55", "deadline": null, "id": "next-hour-route-tick-119-next-hour-personnel-expansion-handoff-gate-hourly-loop-routing-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "next_hour_route", "status": "open", "strategy": "hourly loop routing", "subject_id": "tick-119-next-hour-personnel-expansion-handoff-gate", "subject_name": "Tick 119 next-hour personnel expansion handoff gate", "subject_type": "process", "updated_at": "2026-06-22 01:55:55"}
{"amount": "", "attrs": {"action": "Use temporal motion rows to classify authority, manager, fund, allocation, consultant, answer-regression, workspace-verification, and SME events.", "pattern": "A matrix turns history into testable rows rather than narrative memory.", "priority_rank": 1, "sme_verify": "Can each event be verified by source, workspace, or SME?", "source_path": "data/recovered_loop_tick107_temporal_motion_schema.json"}, "confidence": 0.9, "created_at": "2026-06-22 01:56:04", "deadline": null, "id": "temporal-motion-schema-tick-119-temporal-motion-matrix-historical-motion-matrix-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "temporal_motion_schema", "status": "active", "strategy": "historical motion matrix", "subject_id": "tick-119-temporal-motion-matrix", "subject_name": "Tick 119 temporal motion matrix", "subject_type": "analysis_lane", "updated_at": "2026-06-22 01:56:04"}
{"amount": "", "attrs": {"action": "Backfill before/after authority, employer, committee, and current owner proof.", "pattern": "Authority changes alter outreach maps.", "priority_rank": 2, "sme_verify": "Did the person gain or lose authority?", "source_path": "data/recovered_loop_tick92_allocator_provider_temporal_coverage_audit.json"}, "confidence": 0.86, "created_at": "2026-06-22 01:56:04", "deadline": null, "id": "person-title-motion-gap-tick-119-person-authority-change-row-authority-change-tracking-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "person_title_motion_gap", "status": "open", "strategy": "authority-change tracking", "subject_id": "tick-119-person-authority-change-row", "subject_name": "Tick 119 person authority change row", "subject_type": "temporal_event_type", "updated_at": "2026-06-22 01:56:04"}
{"amount": "", "attrs": {"action": "Capture new manager, mandate, amount/share, strategy, date, and source proof.", "pattern": "New hires show active capital motion.", "priority_rank": 3, "sme_verify": "New mandate or routine movement?", "source_path": "data/recovered_loop_tick118_hidden_database_first_result_tests.json"}, "confidence": 0.87, "created_at": "2026-06-22 01:56:04", "deadline": null, "id": "manager-hire-termination-tape-tick-119-manager-hire-commitment-row-manager-hire-motion-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "manager_hire_termination_tape", "status": "open", "strategy": "manager hire motion", "subject_id": "tick-119-manager-hire-commitment-row", "subject_name": "Tick 119 manager hire commitment row", "subject_type": "temporal_event_type", "updated_at": "2026-06-22 01:56:04"}
{"amount": "", "attrs": {"action": "Backfill incumbent, weakness signal, replacement trigger, capital destination, and owner path.", "pattern": "Terminations are actionable only when capital destination can be traced.", "priority_rank": 4, "sme_verify": "What replaced the incumbent?", "source_path": "data/recovered_loop_tick112_vulnerable_incumbent_replacement_matrix.json"}, "confidence": 0.89, "created_at": "2026-06-22 01:56:04", "deadline": null, "id": "manager-termination-tick-119-manager-termination-replacement-row-replacement-capital-trigger-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "manager_termination", "status": "open", "strategy": "replacement-capital trigger", "subject_id": "tick-119-manager-termination-replacement-row", "subject_name": "Tick 119 manager termination replacement row", "subject_type": "temporal_event_type", "updated_at": "2026-06-22 01:56:04"}
{"amount": "", "attrs": {"action": "Backfill launch, closure, disbandment, PM move, team change, wind-down, and relaunch events.", "pattern": "Lifecycle churn explains competitor and allocator timing.", "priority_rank": 5, "sme_verify": "Did the event change allocator behavior?", "source_path": "data/recovered_loop_tick92_fund_manager_lifecycle_temporal_audit.json"}, "confidence": 0.85, "created_at": "2026-06-22 01:56:04", "deadline": null, "id": "fund-lifecycle-gap-tick-119-fund-lifecycle-churn-row-fund-lifecycle-motion-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "fund_lifecycle_gap", "status": "open", "strategy": "fund lifecycle motion", "subject_id": "tick-119-fund-lifecycle-churn-row", "subject_name": "Tick 119 fund lifecycle churn row", "subject_type": "temporal_event_type", "updated_at": "2026-06-22 01:56:04"}
{"amount": "", "attrs": {"action": "Capture before/after allocation, denominator, strategy bucket, and source date.", "pattern": "Capital changes are stronger than language changes.", "priority_rank": 6, "sme_verify": "What changed in capital?", "source_path": "data/recovered_loop_tick116_competitor_allocation_matrix.json"}, "confidence": 0.87, "created_at": "2026-06-22 01:56:04", "deadline": null, "id": "allocation-change-tick-119-allocation-mix-change-row-before-after-strategy-allocation-motion-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "allocation_change", "status": "open", "strategy": "before after strategy allocation motion", "subject_id": "tick-119-allocation-mix-change-row", "subject_name": "Tick 119 allocation mix change row", "subject_type": "temporal_event_type", "updated_at": "2026-06-22 01:56:04"}
{"amount": "", "attrs": {"action": "Capture before/after consultant, owner, workflow, field, and route changes.", "pattern": "Gatekeeper changes matter when workflow changes.", "priority_rank": 7, "sme_verify": "Did the client route change?", "source_path": "data/recovered_loop_tick101_consultant_question_tests.json"}, "confidence": 0.83, "created_at": "2026-06-22 01:56:04", "deadline": null, "id": "consultant-merger-conflict-gap-tick-119-consultant-gatekeeper-change-row-gatekeeper-motion-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "consultant_merger_conflict_gap", "status": "open", "strategy": "gatekeeper motion", "subject_id": "tick-119-consultant-gatekeeper-change-row", "subject_name": "Tick 119 consultant gatekeeper change row", "subject_type": "temporal_event_type", "updated_at": "2026-06-22 01:56:04"}
{"amount": "", "attrs": {"action": "Capture repeated answer or workspace runs with citation, first-result, owner, title, amount, freshness, or hallucination deltas.", "pattern": "Answer drift is itself a motion signal.", "priority_rank": 8, "sme_verify": "Which answer drift changed outreach risk?", "source_path": "data/recovered_loop_tick117_aeo_geo_decision_maker_run_queue.json"}, "confidence": 0.84, "created_at": "2026-06-22 01:56:04", "deadline": null, "id": "answer-engine-temporal-regression-tick-119-answer-surface-regression-row-answer-and-workspace-temporal-regression-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "answer_engine_temporal_regression", "status": "open", "strategy": "answer and workspace temporal regression", "subject_id": "tick-119-answer-surface-regression-row", "subject_name": "Tick 119 answer surface regression row", "subject_type": "temporal_event_type", "updated_at": "2026-06-22 01:56:04"}
{"amount": "", "attrs": {"action": "Ask SMEs what changed, who saw it, and what behavior, authority, workflow, or capital it altered.", "pattern": "SME checks prevent history from being overpromoted.", "priority_rank": 9, "sme_verify": "What changed and why did it matter?", "source_path": "docs/quant-signal-validation.md"}, "confidence": 0.86, "created_at": "2026-06-22 01:56:04", "deadline": null, "id": "sme-verification-gap-tick-119-sme-validation-row-historical-motion-sme-validation-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "sme_verification_gap", "status": "open", "strategy": "historical motion SME validation", "subject_id": "tick-119-sme-validation-row", "subject_name": "Tick 119 SME validation row", "subject_type": "sme_call_task", "updated_at": "2026-06-22 01:56:04"}
{"amount": "", "attrs": {"action": "Carry named people and owners from motion rows into personnel universe expansion.", "pattern": "Motion rows identify who to expand next.", "priority_rank": 10, "sme_verify": "Which named people expand first?", "source_path": "data/recovered_loop_tick107_historical_motion_hour09_control_plane.json"}, "confidence": 0.86, "created_at": "2026-06-22 01:56:04", "deadline": null, "id": "next-hour-route-tick-119-temporal-motion-matrix-hour-10-personnel-expansion-handoff-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "next_hour_route", "status": "open", "strategy": "hour 10 personnel expansion handoff", "subject_id": "tick-119-temporal-motion-matrix", "subject_name": "Tick 119 temporal motion matrix", "subject_type": "analysis_lane", "updated_at": "2026-06-22 01:56:04"}
{"amount": "", "attrs": {"action": "Execute hour 10 and produce personnel owner, hidden influencer, current-status, AEO/GEO person-question, SME, and handoff rows.", "pattern": "Named people, current roles, and owner routes convert abstract signals into actionable influence maps.", "priority_rank": 1, "sme_verify": "Which additional personnel influence this decision?", "source_path": "data/recovered_loop_tick108_personnel_hour10_control_plane.json"}, "confidence": 0.95, "created_at": "2026-06-22 10:04:11", "deadline": null, "id": "hourly-lane-execution-tick-120-personnel-universe-control-plane-personnel-universe-expansion-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "hourly_lane_execution", "status": "active", "strategy": "personnel universe expansion", "subject_id": "tick-120-personnel-universe-control-plane", "subject_name": "Tick 120 personnel universe control plane", "subject_type": "process", "updated_at": "2026-06-22 10:04:11"}
{"amount": "", "attrs": {"action": "Backfill current-title, manager-database, client retrieval, ODD veto, and workflow-admin owner rows for consultant routes.", "pattern": "Consultant influence depends on the person controlling shortlist, ODD, or client retrieval workflow.", "priority_rank": 2, "sme_verify": "Which person or field changes shortlist inclusion?", "source_path": "data/recovered_loop_tick108_personnel_expansion_matrix.json"}, "confidence": 0.89, "created_at": "2026-06-22 10:04:11", "deadline": null, "id": "consultant-personnel-gap-tick-120-consultant-reviewer-owner-lane-consultant-reviewer-and-workflow-owner-expansion-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "consultant_personnel_gap", "status": "open", "strategy": "consultant reviewer and workflow owner expansion", "subject_id": "tick-120-consultant-reviewer-owner-lane", "subject_name": "Tick 120 consultant reviewer owner lane", "subject_type": "personnel_gap", "updated_at": "2026-06-22 10:04:11"}
{"amount": "", "attrs": {"action": "Attach current team, board, committee, disclosure, and consultant-of-record proof to allocator pitch-window and authority-change rows.", "pattern": "Current-title proof prevents stale outreach and stale answer-engine people answers.", "priority_rank": 3, "sme_verify": "Who currently owns the decision?", "source_path": "data/recovered_loop_tick63_board_packet_named_people.json"}, "confidence": 0.87, "created_at": "2026-06-22 10:04:11", "deadline": null, "id": "allocator-personnel-gap-tick-120-allocator-authority-owner-lane-allocator-current-authority-owner-expansion-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "allocator_personnel_gap", "status": "open", "strategy": "allocator current authority owner expansion", "subject_id": "tick-120-allocator-authority-owner-lane", "subject_name": "Tick 120 allocator authority owner lane", "subject_type": "personnel_gap", "updated_at": "2026-06-22 10:04:11"}
{"amount": "", "attrs": {"action": "Attach PM, founder, team, lifecycle, replacement, refill, and capital-flow owners to temporal-motion rows.", "pattern": "Historical motion becomes actionable when before and after owners are clear.", "priority_rank": 4, "sme_verify": "Who owned the before and after state?", "source_path": "data/recovered_loop_tick119_temporal_motion_matrix.json"}, "confidence": 0.86, "created_at": "2026-06-22 10:04:11", "deadline": null, "id": "person-title-motion-gap-tick-120-manager-pm-lifecycle-owner-lane-pm-lifecycle-and-replacement-owner-expansion-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "person_title_motion_gap", "status": "open", "strategy": "PM lifecycle and replacement owner expansion", "subject_id": "tick-120-manager-pm-lifecycle-owner-lane", "subject_name": "Tick 120 manager PM lifecycle owner lane", "subject_type": "personnel_gap", "updated_at": "2026-06-22 10:04:11"}
{"amount": "", "attrs": {"action": "Convert CAIS, iCapital, private-bank, RIA, family-office event, sponsor, report, and product-shelf routes into named-owner rows or monitor-only blockers.", "pattern": "Private-wealth routes overstate pitchability when owner is missing.", "priority_rank": 5, "sme_verify": "Which named owner controls the route?", "source_path": "data/recovered_loop_tick114_family_office_private_wealth_owner_matrix.json"}, "confidence": 0.88, "created_at": "2026-06-22 10:04:11", "deadline": null, "id": "named-owner-gap-tick-120-private-wealth-platform-owner-lane-private-wealth-named-owner-expansion-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "named_owner_gap", "status": "open", "strategy": "private wealth named owner expansion", "subject_id": "tick-120-private-wealth-platform-owner-lane", "subject_name": "Tick 120 private wealth platform owner lane", "subject_type": "personnel_gap", "updated_at": "2026-06-22 10:04:11"}
{"amount": "", "attrs": {"action": "Backfill owners of profile fields, export paths, source lineage, taxonomy, diligence, document source of truth, and first-result ranking.", "pattern": "First-result rank is controlled by unmodeled profile, field, or taxonomy owners.", "priority_rank": 6, "sme_verify": "Who can change the field or ranking?", "source_path": "data/recovered_loop_tick118_hidden_database_first_result_tests.json"}, "confidence": 0.87, "created_at": "2026-06-22 10:04:11", "deadline": null, "id": "workspace-owner-gap-tick-120-finance-workspace-field-owner-lane-hidden-database-field-and-taxonomy-owner-expansion-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "workspace_owner_gap", "status": "open", "strategy": "hidden database field and taxonomy owner expansion", "subject_id": "tick-120-finance-workspace-field-owner-lane", "subject_name": "Tick 120 finance workspace field owner lane", "subject_type": "personnel_gap", "updated_at": "2026-06-22 10:04:11"}
{"amount": "", "attrs": {"action": "Backfill external-manager, pool, sovereign, regional, committee, and official-source owners for international allocator rows.", "pattern": "International route and amount cues need first-party owner proof.", "priority_rank": 7, "sme_verify": "Which official source proves current owner and sleeve?", "source_path": "data/recovered_loop_tick115_international_allocator_proof_matrix.json"}, "confidence": 0.85, "created_at": "2026-06-22 10:04:11", "deadline": null, "id": "international-owner-gap-tick-120-international-route-owner-lane-international-owner-and-sleeve-proof-expansion-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "international_owner_gap", "status": "open", "strategy": "international owner and sleeve proof expansion", "subject_id": "tick-120-international-route-owner-lane", "subject_name": "Tick 120 international route owner lane", "subject_type": "personnel_gap", "updated_at": "2026-06-22 10:04:11"}
{"amount": "", "attrs": {"action": "Assign capture, citation-policy, content, source-backed page, mirror, and retest ownership for answer-engine failures.", "pattern": "AEO/GEO improvements need owners who can change evidence and content assets.", "priority_rank": 8, "sme_verify": "Who can fix or publish the source-backed answer?", "source_path": "data/recovered_loop_tick117_aeo_geo_decision_maker_run_queue.json"}, "confidence": 0.84, "created_at": "2026-06-22 10:04:11", "deadline": null, "id": "answer-engine-owner-gap-tick-120-answer-engine-content-owner-lane-aeo-geo-content-and-capture-ownership-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "answer_engine_owner_gap", "status": "open", "strategy": "AEO GEO content and capture ownership", "subject_id": "tick-120-answer-engine-content-owner-lane", "subject_name": "Tick 120 answer engine content owner lane", "subject_type": "personnel_gap", "updated_at": "2026-06-22 10:04:11"}
{"amount": "", "attrs": {"action": "Promote person rows only with current role, organization, authority/workflow, source, route, and evidence status.", "pattern": "Role-only rows are useful as gaps but dangerous as outreach claims.", "priority_rank": 9, "sme_verify": "Is this person current and relevant?", "source_path": "docs/quant-signal-validation.md"}, "confidence": 0.91, "created_at": "2026-06-22 10:04:11", "deadline": null, "id": "promotion-gate-tick-120-current-status-personnel-promotion-gate-current-personnel-proof-control-2026-06-21-active", "next_review": null, "signal_date": "2026-06-21", "signal_type": "promotion_gate", "status": "active", "strategy": "current personnel proof control", "subject_id": "tick-120-current-status-personnel-promotion-gate", "subject_name": "Tick 120 current-status personnel promotion gate", "subject_type": "schema", "updated_at": "2026-06-22 10:04:11"}
{"amount": "", "attrs": {"action": "Route tick 121 to hour 11 audit/scoring/next-hour routing with current-status person gaps and SME priorities carried forward.", "pattern": "Personnel expansion needs audit/scoring to decide which gaps dominate the next cycle.", "priority_rank": 10, "sme_verify": "Which unresolved person gaps should route next?", "source_path": "docs/quant-loop-operating-schedule.md"}, "confidence": 0.9, "created_at": "2026-06-22 10:04:11", "deadline": null, "id": "next-hour-route-tick-120-next-hour-audit-scoring-handoff-gate-hour-11-routing-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "next_hour_route", "status": "open", "strategy": "hour 11 routing", "subject_id": "tick-120-next-hour-audit-scoring-handoff-gate", "subject_name": "Tick 120 next-hour audit scoring handoff gate", "subject_type": "process", "updated_at": "2026-06-22 10:04:11"}
{"amount": "", "attrs": {"action": "Split consultant firms into current-title, manager-database, client retrieval, ODD veto, field owner, and workflow-admin proof rows.", "pattern": "Named consultants need workflow authority to be actionable.", "priority_rank": 1, "sme_verify": "Which person or field changes shortlist inclusion?", "source_path": "data/recovered_loop_tick31_consultant_gatekeeper_people.json"}, "confidence": 0.89, "created_at": "2026-06-22 10:04:15", "deadline": null, "id": "consultant-personnel-gap-tick-120-consultant-reviewer-personnel-row-consultant-owner-expansion-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "consultant_personnel_gap", "status": "open", "strategy": "consultant owner expansion", "subject_id": "tick-120-consultant-reviewer-personnel-row", "subject_name": "Tick 120 consultant reviewer personnel row", "subject_type": "personnel_gap", "updated_at": "2026-06-22 10:04:15"}
{"amount": "", "attrs": {"action": "Attach current title, board, committee, disclosure, consultant-of-record, and before/after owner proof to allocator rows.", "pattern": "Current-title proof prevents stale relationship maps.", "priority_rank": 2, "sme_verify": "Who currently owns the decision?", "source_path": "data/recovered_loop_tick63_board_packet_named_people.json"}, "confidence": 0.87, "created_at": "2026-06-22 10:04:15", "deadline": null, "id": "allocator-personnel-gap-tick-120-allocator-authority-personnel-row-allocator-current-owner-proof-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "allocator_personnel_gap", "status": "open", "strategy": "allocator current owner proof", "subject_id": "tick-120-allocator-authority-personnel-row", "subject_name": "Tick 120 allocator authority personnel row", "subject_type": "personnel_gap", "updated_at": "2026-06-22 10:04:15"}
{"amount": "", "attrs": {"action": "Attach PM move, fund closure, wind-down, replacement, refill, and lifecycle owner rows to historical motion.", "pattern": "Historical motion needs owners before and after the event.", "priority_rank": 3, "sme_verify": "Who owned it before and after?", "source_path": "data/recovered_loop_tick119_temporal_motion_matrix.json"}, "confidence": 0.86, "created_at": "2026-06-22 10:04:15", "deadline": null, "id": "person-title-motion-gap-tick-120-manager-pm-lifecycle-personnel-row-pm-lifecycle-and-replacement-owner-proof-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "person_title_motion_gap", "status": "open", "strategy": "PM lifecycle and replacement owner proof", "subject_id": "tick-120-manager-pm-lifecycle-personnel-row", "subject_name": "Tick 120 manager PM lifecycle personnel row", "subject_type": "personnel_gap", "updated_at": "2026-06-22 10:04:15"}
{"amount": "", "attrs": {"action": "Backfill owners of profile fields, export paths, data lineage, taxonomy, diligence, document source of truth, and first-result rank.", "pattern": "First-result visibility is controlled by field and taxonomy owners.", "priority_rank": 4, "sme_verify": "Who can change the field or ranking?", "source_path": "data/recovered_loop_tick118_hidden_database_first_result_tests.json"}, "confidence": 0.87, "created_at": "2026-06-22 10:04:15", "deadline": null, "id": "workspace-owner-gap-tick-120-finance-workspace-owner-row-hidden-database-owner-proof-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "workspace_owner_gap", "status": "open", "strategy": "hidden database owner proof", "subject_id": "tick-120-finance-workspace-owner-row", "subject_name": "Tick 120 finance workspace owner row", "subject_type": "personnel_gap", "updated_at": "2026-06-22 10:04:15"}
{"amount": "", "attrs": {"action": "Convert private wealth routes into named-owner rows or explicit monitor-only blockers.", "pattern": "Private wealth route maps overstate pitchability without owner proof.", "priority_rank": 5, "sme_verify": "Which named owner controls the route?", "source_path": "data/recovered_loop_tick114_family_office_private_wealth_owner_matrix.json"}, "confidence": 0.88, "created_at": "2026-06-22 10:04:15", "deadline": null, "id": "named-owner-gap-tick-120-private-wealth-owner-row-private-wealth-named-owner-proof-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "named_owner_gap", "status": "open", "strategy": "private wealth named owner proof", "subject_id": "tick-120-private-wealth-owner-row", "subject_name": "Tick 120 private wealth owner row", "subject_type": "personnel_gap", "updated_at": "2026-06-22 10:04:15"}
{"amount": "", "attrs": {"action": "Backfill current owners and sleeve owners for ATP, NBIM, UK LGPS pools, GPIF/PIF gates, and sovereign route rows.", "pattern": "International route cues need first-party owner proof.", "priority_rank": 6, "sme_verify": "Which official source proves owner and sleeve?", "source_path": "data/recovered_loop_tick115_international_allocator_proof_matrix.json"}, "confidence": 0.85, "created_at": "2026-06-22 10:04:15", "deadline": null, "id": "international-owner-gap-tick-120-international-allocator-owner-row-international-owner-proof-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "international_owner_gap", "status": "open", "strategy": "international owner proof", "subject_id": "tick-120-international-allocator-owner-row", "subject_name": "Tick 120 international allocator owner row", "subject_type": "personnel_gap", "updated_at": "2026-06-22 10:04:15"}
{"amount": "", "attrs": {"action": "Separate prime-broker cap-intro, placement-agent, OCIO access, and family-office coverage owner rows with route packet requirements.", "pattern": "Allocator introductions are controlled before public records show motion.", "priority_rank": 7, "sme_verify": "Who routes the manager to the meeting?", "source_path": "data/recovered_loop_tick80_named_people_route_actions.json"}, "confidence": 0.84, "created_at": "2026-06-22 10:04:15", "deadline": null, "id": "gatekeeper-channel-tick-120-capital-introduction-owner-row-capital-introduction-owner-proof-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "gatekeeper_channel", "status": "open", "strategy": "capital introduction owner proof", "subject_id": "tick-120-capital-introduction-owner-row", "subject_name": "Tick 120 capital introduction owner row", "subject_type": "personnel_gap", "updated_at": "2026-06-22 10:04:15"}
{"amount": "", "attrs": {"action": "Assign capture, citation-policy, content, source-backed page, mirror, and retest ownership for answer-engine failures.", "pattern": "AEO/GEO fixes require accountable evidence and content owners.", "priority_rank": 8, "sme_verify": "Who can fix or publish the answer?", "source_path": "data/recovered_loop_tick117_aeo_geo_decision_maker_run_queue.json"}, "confidence": 0.84, "created_at": "2026-06-22 10:04:15", "deadline": null, "id": "answer-engine-owner-gap-tick-120-answer-engine-content-owner-row-aeo-geo-content-ownership-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "answer_engine_owner_gap", "status": "open", "strategy": "AEO GEO content ownership", "subject_id": "tick-120-answer-engine-content-owner-row", "subject_name": "Tick 120 answer engine content owner row", "subject_type": "personnel_gap", "updated_at": "2026-06-22 10:04:15"}
{"amount": "", "attrs": {"action": "Create SME rows for historical motion, workspace first result, platform field owner, and decision-maker chatbot usage.", "pattern": "SME validators turn inferred influence into verified behavior.", "priority_rank": 9, "sme_verify": "Who can verify the behavior?", "source_path": "docs/quant-signal-validation.md"}, "confidence": 0.86, "created_at": "2026-06-22 10:04:15", "deadline": null, "id": "sme-verification-gap-tick-120-sme-validator-network-row-sme-validator-expansion-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "sme_verification_gap", "status": "open", "strategy": "SME validator expansion", "subject_id": "tick-120-sme-validator-network-row", "subject_name": "Tick 120 SME validator network row", "subject_type": "sme_call_task", "updated_at": "2026-06-22 10:04:15"}
{"amount": "", "attrs": {"action": "Map personas to public, platform-native, finance-workspace, or internal-copilot surfaces before prioritizing content.", "pattern": "AEO/GEO strategy changes with the actual decision-maker surface.", "priority_rank": 10, "sme_verify": "Which chatbot or workspace does the decision maker use?", "source_path": "data/recovered_loop_tick118_hidden_database_first_result_tests.json"}, "confidence": 0.85, "created_at": "2026-06-22 10:04:15", "deadline": null, "id": "aeo-geo-surface-gap-tick-120-decision-maker-surface-user-row-decision-maker-surface-usage-mapping-2026-06-21-open", "next_review": null, "signal_date": "2026-06-21", "signal_type": "aeo_geo_surface_gap", "status": "open", "strategy": "decision-maker surface usage mapping", "subject_id": "tick-120-decision-maker-surface-user-row", "subject_name": "Tick 120 decision-maker surface user row", "subject_type": "personnel_gap", "updated_at": "2026-06-22 10:04:15"}
{"amount": "", "attrs": {"action": "Execute hourly lane 11 and route the next cycle from audited counts, top actionable signals, and repeated personnel blockers.", "pattern": "The loop stays useful only if audit output changes routing decisions.", "priority_rank": 1, "sme_verify": "What should the next hour attack first?", "source_path": "docs/quant-loop-operating-schedule.md"}, "confidence": 0.95, "created_at": "2026-06-22 10:09:19", "deadline": null, "id": "hourly-lane-execution-tick-121-audit-hour-11-control-plane-audit-scoring-and-next-hour-routing-2026-06-22-active", "next_review": null, "signal_date": "2026-06-22", "signal_type": "hourly_lane_execution", "status": "active", "strategy": "audit scoring and next-hour routing", "subject_id": "tick-121-audit-hour-11-control-plane", "subject_name": "Tick 121 audit hour 11 control plane", "subject_type": "process", "updated_at": "2026-06-22 10:09:19"}
{"amount": "", "attrs": {"action": "Preserve 100% citation coverage across nodes, edges, and signals.", "pattern": "Every graph row must remain source-backed.", "priority_rank": 2, "sme_verify": "Are any rows source-weak despite having citations?", "source_path": "scripts/audit_citations.py"}, "confidence": 1.0, "created_at": "2026-06-22 10:09:19", "deadline": null, "id": "audit-passed-tick-121-citation-audit-gate-citation-integrity-2026-06-22-active", "next_review": null, "signal_date": "2026-06-22", "signal_type": "audit_passed", "status": "active", "strategy": "citation integrity", "subject_id": "tick-121-citation-audit-gate", "subject_name": "Tick 121 citation audit gate", "subject_type": "schema", "updated_at": "2026-06-22 10:09:19"}
{"amount": "", "attrs": {"action": "Use PageRank, communities, freshness, and transcendence outputs to route the next cycle.", "pattern": "CalPERS, Citadel, NEPC, Millennium, Mercer, AlphaSense, Man Group, Bridgewater, Harvard Management Company, and AQR remain high-bridge expansion points.", "priority_rank": 3, "sme_verify": "Which high-bridge node has the weakest current owner proof?", "source_path": "scripts/score_graph.py"}, "confidence": 0.98, "created_at": "2026-06-22 10:09:19", "deadline": null, "id": "score-graph-completed-tick-121-graph-scoring-gate-graph-scoring-2026-06-22-active", "next_review": null, "signal_date": "2026-06-22", "signal_type": "score_graph_completed", "status": "active", "strategy": "graph scoring", "subject_id": "tick-121-graph-scoring-gate", "subject_name": "Tick 121 graph scoring gate", "subject_type": "schema", "updated_at": "2026-06-22 10:09:19"}
{"amount": "", "attrs": {"action": "Route tick 122 to hour 00 and prioritize NYC BAM, iCapital/private wealth onboarding, CalPERS/eVestment, GPIF registration, and active replacement-capital rows.", "pattern": "The top ranked actionable signals are live intake, onboarding, registration, and replacement rows; the next cycle should harden pitch packets and current-owner proof.", "priority_rank": 4, "sme_verify": "Which open intake row has the highest chance of near-term action?", "source_path": "docs/quant-pitch-calendar.md"}, "confidence": 0.93, "created_at": "2026-06-22 10:09:19", "deadline": null, "id": "next-hour-route-tick-121-next-cycle-route-to-hour-00-open-pitch-windows-and-current-intake-2026-06-22-open", "next_review": null, "signal_date": "2026-06-22", "signal_type": "next_hour_route", "status": "open", "strategy": "open pitch windows and current intake", "subject_id": "tick-121-next-cycle-route-to-hour-00", "subject_name": "Tick 121 next cycle route to hour 00", "subject_type": "process", "updated_at": "2026-06-22 10:09:19"}
{"amount": "", "attrs": {"action": "Carry current-title proof, database-owner proof, ODD veto ownership, platform metadata ownership, workspace lineage, before/after owner proof, and actual chatbot/workspace-user proof into tick 122.", "pattern": "Personnel expansion is only actionable when the next pitch-window packet names owners, surfaces, and proof gates.", "priority_rank": 5, "sme_verify": "Which blocker most limits pitchability?", "source_path": "data/recovered_loop_tick120_personnel_expansion_matrix.json"}, "confidence": 0.9, "created_at": "2026-06-22 10:09:19", "deadline": null, "id": "repeated-blocker-tick-121-repeated-personnel-blocker-lane-personnel-and-owner-proof-routing-2026-06-22-open", "next_review": null, "signal_date": "2026-06-22", "signal_type": "repeated_blocker", "status": "open", "strategy": "personnel and owner proof routing", "subject_id": "tick-121-repeated-personnel-blocker-lane", "subject_name": "Tick 121 repeated personnel blocker lane", "subject_type": "analysis_lane", "updated_at": "2026-06-22 10:09:19"}
{"amount": "", "attrs": {"action": "Treat the 32 stale nodes as recheck tasks before using them in active outreach or answer-engine content.", "pattern": "Stale personnel and opportunity rows can create false pitch signals.", "priority_rank": 6, "sme_verify": "Which stale row should be refreshed first?", "source_path": "scripts/score_graph.py; docs/quant-signal-validation.md"}, "confidence": 0.88, "created_at": "2026-06-22 10:09:19", "deadline": null, "id": "stale-row-monitor-tick-121-stale-row-monitor-gate-stale-row-recheck-2026-06-22-monitor", "next_review": null, "signal_date": "2026-06-22", "signal_type": "stale_row_monitor", "status": "monitor", "strategy": "stale row recheck", "subject_id": "tick-121-stale-row-monitor-gate", "subject_name": "Tick 121 stale row monitor gate", "subject_type": "schema", "updated_at": "2026-06-22 10:09:19"}
{"amount": "", "attrs": {"action": "Keep loop_state values tied to audited database counts only after calendar export.", "pattern": "A stale tick or stale count makes the long-running loop unreliable.", "priority_rank": 7, "sme_verify": "Does the state reflect the audited graph?", "source_path": "data/loop_state.json"}, "confidence": 0.95, "created_at": "2026-06-22 10:09:19", "deadline": null, "id": "loop-state-integrity-tick-121-loop-state-repair-gate-state-integrity-2026-06-22-active", "next_review": null, "signal_date": "2026-06-22", "signal_type": "loop_state_integrity", "status": "active", "strategy": "state integrity", "subject_id": "tick-121-loop-state-repair-gate", "subject_name": "Tick 121 loop-state repair gate", "subject_type": "schema", "updated_at": "2026-06-22 10:09:19"}
{"amount": "", "attrs": {"action": "Commit only after validation, ingestion, audit, export, score, count, loop-state update, and scoped diff.", "pattern": "Each tick must leave a durable artifact and a clean next action.", "priority_rank": 8, "sme_verify": "Is there any uncommitted required output?", "source_path": "docs/quant-loop-operating-schedule.md"}, "confidence": 0.95, "created_at": "2026-06-22 10:09:19", "deadline": null, "id": "commit-gate-tick-121-commit-readiness-gate-tick-commit-readiness-2026-06-22-active", "next_review": null, "signal_date": "2026-06-22", "signal_type": "commit_gate", "status": "active", "strategy": "tick commit readiness", "subject_id": "tick-121-commit-readiness-gate", "subject_name": "Tick 121 commit readiness gate", "subject_type": "schema", "updated_at": "2026-06-22 10:09:19"}
{"amount": "", "attrs": {"action": "Route tick 122 to hour 00, starting with NYC BAM and carrying current-owner and source-lineage proof gates.", "pattern": "The strongest actionable row is a dated open search with a response deadline.", "priority_rank": 1, "sme_verify": "Which open intake row has the highest chance of near-term action?", "source_path": "docs/quant-loop-operating-schedule.md; docs/quant-pitch-calendar.md"}, "confidence": 0.93, "created_at": "2026-06-22 10:09:25", "deadline": null, "id": "next-hour-route-tick-121-tick-122-route-gate-hour-00-open-pitch-windows-2026-06-22-open", "next_review": null, "signal_date": "2026-06-22", "signal_type": "next_hour_route", "status": "open", "strategy": "hour 00 open pitch windows", "subject_id": "tick-121-tick-122-route-gate", "subject_name": "Tick 121 tick 122 route gate", "subject_type": "process", "updated_at": "2026-06-22 10:09:25"}
{"amount": "", "attrs": {"action": "Build the response packet from deadline, attachments, addenda, replacement-cycle proof, current owner, and SME fit check.", "pattern": "A dated search requires a packet, not a generic outreach note.", "priority_rank": 2, "sme_verify": "Is the opportunity broader than passive indexing?", "source_path": "docs/quant-pitch-calendar.md"}, "confidence": 0.96, "created_at": "2026-06-22 10:09:25", "deadline": null, "id": "pitch-now-tick-121-nyc-bam-next-route-row-nyc-bam-response-packet-2026-06-22-open", "next_review": null, "signal_date": "2026-06-22", "signal_type": "pitch_now", "status": "open", "strategy": "NYC BAM response packet", "subject_id": "tick-121-nyc-bam-next-route-row", "subject_name": "Tick 121 NYC BAM next route row", "subject_type": "pitch_window", "updated_at": "2026-06-22 10:09:25"}
{"amount": "", "attrs": {"action": "Attach platform field labels, metadata owner, DDQ, reporting, advisor education, portfolio-fit language, and SME owner proof.", "pattern": "Platform-native listability depends on exact diligence fields and owner path.", "priority_rank": 3, "sme_verify": "Who owns platform diligence metadata?", "source_path": "data/recovered_loop_tick120_personnel_expansion_matrix.json; docs/quant-pitch-calendar.md"}, "confidence": 0.86, "created_at": "2026-06-22 10:09:25", "deadline": null, "id": "manager-onboarding-tick-121-icapital-private-wealth-next-route-row-private-wealth-platform-onboarding-2026-06-22-open", "next_review": null, "signal_date": "2026-06-22", "signal_type": "manager_onboarding", "status": "open", "strategy": "private wealth platform onboarding", "subject_id": "tick-121-icapital-private-wealth-next-route-row", "subject_name": "Tick 121 iCapital private wealth next route row", "subject_type": "pitch_window", "updated_at": "2026-06-22 10:09:25"}
{"amount": "", "attrs": {"action": "Attach incumbent, weakness signal, sleeve, date, replacement/refill path, and before/after owner proof.", "pattern": "Terminations are actionable only when capital destination can be traced.", "priority_rank": 4, "sme_verify": "What replaced the incumbent?", "source_path": "data/recovered_loop_tick119_temporal_motion_matrix.json"}, "confidence": 0.89, "created_at": "2026-06-22 10:09:25", "deadline": null, "id": "manager-termination-tick-121-replacement-capital-next-route-row-replacement-capital-trigger-2026-06-22-open", "next_review": null, "signal_date": "2026-06-22", "signal_type": "manager_termination", "status": "open", "strategy": "replacement-capital trigger", "subject_id": "tick-121-replacement-capital-next-route-row", "subject_name": "Tick 121 replacement capital next route row", "subject_type": "analysis_lane", "updated_at": "2026-06-22 10:09:25"}
{"amount": "", "attrs": {"action": "Refresh eVestment strategy/contact records and preserve the direct proposal fallback route.", "pattern": "Manager registration is pitchable only if thresholds and current records are correct.", "priority_rank": 5, "sme_verify": "Does this manager meet the eVestment path threshold?", "source_path": "docs/quant-pitch-calendar.md"}, "confidence": 0.99, "created_at": "2026-06-22 10:09:25", "deadline": null, "id": "manager-registration-open-tick-121-calpers-registration-next-route-row-calpers-evestment-registration-2026-06-22-open", "next_review": null, "signal_date": "2026-06-22", "signal_type": "manager_registration_open", "status": "open", "strategy": "CalPERS eVestment registration", "subject_id": "tick-121-calpers-registration-next-route-row", "subject_name": "Tick 121 CalPERS registration next route row", "subject_type": "pitch_window", "updated_at": "2026-06-22 10:09:25"}
{"amount": "", "attrs": {"action": "Build registration-ready packet with official intake surface, local compliance fields, risk fields, owner/title proof, and sleeve proof.", "pattern": "Official registration surfaces are pre-RFP gates.", "priority_rank": 6, "sme_verify": "Is alternative-assets registration the correct first-touch surface?", "source_path": "docs/quant-pitch-calendar.md"}, "confidence": 0.98, "created_at": "2026-06-22 10:09:25", "deadline": null, "id": "manager-registration-open-tick-121-gpif-registration-next-route-row-gpif-alternative-assets-registration-2026-06-22-open", "next_review": null, "signal_date": "2026-06-22", "signal_type": "manager_registration_open", "status": "open", "strategy": "GPIF alternative-assets registration", "subject_id": "tick-121-gpif-registration-next-route-row", "subject_name": "Tick 121 GPIF registration next route row", "subject_type": "pitch_window", "updated_at": "2026-06-22 10:09:25"}
{"amount": "", "attrs": {"action": "Attach workspace capture, profile export proof, field owner, taxonomy path, source lineage, and first-result rank.", "pattern": "Private workspace visibility can dominate public answer-engine discovery.", "priority_rank": 7, "sme_verify": "Which private database result would an analyst see first?", "source_path": "data/recovered_loop_tick118_hidden_database_first_result_tests.json"}, "confidence": 0.87, "created_at": "2026-06-22 10:09:25", "deadline": null, "id": "workflow-retrieval-surface-tick-121-hidden-database-next-route-row-hidden-database-first-result-owner-proof-2026-06-22-open", "next_review": null, "signal_date": "2026-06-22", "signal_type": "workflow_retrieval_surface", "status": "open", "strategy": "hidden database first-result owner proof", "subject_id": "tick-121-hidden-database-next-route-row", "subject_name": "Tick 121 hidden database next route row", "subject_type": "analysis_lane", "updated_at": "2026-06-22 10:09:25"}
{"amount": "", "attrs": {"action": "Assign raw-answer capture, citation path, target persona, surface used, content asset owner, and retest date.", "pattern": "AEO/GEO strategy changes with the actual decision-maker surface.", "priority_rank": 8, "sme_verify": "Which chatbot or workspace does the decision maker use before diligence?", "source_path": "data/recovered_loop_tick117_aeo_geo_decision_maker_run_queue.json"}, "confidence": 0.85, "created_at": "2026-06-22 10:09:25", "deadline": null, "id": "aeo-geo-surface-gap-tick-121-aeo-geo-next-route-row-decision-maker-answer-surface-ownership-2026-06-22-open", "next_review": null, "signal_date": "2026-06-22", "signal_type": "aeo_geo_surface_gap", "status": "open", "strategy": "decision-maker answer-surface ownership", "subject_id": "tick-121-aeo-geo-next-route-row", "subject_name": "Tick 121 AEO GEO next route row", "subject_type": "analysis_lane", "updated_at": "2026-06-22 10:09:25"}
{"amount": "", "attrs": {"action": "Promote only rows with current role, organization, authority or workflow, source, route, and evidence status.", "pattern": "Role-only rows are useful as gaps but dangerous as outreach claims.", "priority_rank": 9, "sme_verify": "Which additional personnel influence this decision?", "source_path": "data/recovered_loop_tick120_personnel_expansion_matrix.json"}, "confidence": 0.89, "created_at": "2026-06-22 10:09:25", "deadline": null, "id": "consultant-personnel-gap-tick-121-current-personnel-next-route-row-current-person-and-owner-proof-2026-06-22-open", "next_review": null, "signal_date": "2026-06-22", "signal_type": "consultant_personnel_gap", "status": "open", "strategy": "current person and owner proof", "subject_id": "tick-121-current-personnel-next-route-row", "subject_name": "Tick 121 current personnel next route row", "subject_type": "personnel_gap", "updated_at": "2026-06-22 10:09:25"}
{"amount": "", "attrs": {"action": "Downgrade rows that cannot attach current official source, owner, workflow, or SME proof in tick 122.", "pattern": "A ranked route should shrink weak hypotheses as aggressively as it promotes pitchable rows.", "priority_rank": 10, "sme_verify": "Which route should be downgraded first?", "source_path": "docs/quant-signal-validation.md; docs/quant-loop-operating-schedule.md"}, "confidence": 0.88, "created_at": "2026-06-22 10:09:25", "deadline": null, "id": "official-source-gap-tick-121-route-row-downgrade-gate-downgrade-weak-route-rows-2026-06-22-open", "next_review": null, "signal_date": "2026-06-22", "signal_type": "official_source_gap", "status": "open", "strategy": "downgrade weak route rows", "subject_id": "tick-121-route-row-downgrade-gate", "subject_name": "Tick 121 route-row downgrade gate", "subject_type": "schema", "updated_at": "2026-06-22 10:09:25"}
{"amount": "", "attrs": {"action": "Execute hour 00 and produce packet gates for open/current intake rows before any active outreach.", "pattern": "Open windows are only useful when packet fields, owners, and source proof are attached.", "priority_rank": 1, "sme_verify": "Who is accepting quant manager materials now?", "source_path": "docs/quant-loop-operating-schedule.md"}, "confidence": 0.95, "created_at": "2026-06-22 10:12:24", "deadline": null, "id": "hourly-lane-execution-tick-122-open-pitch-window-control-plane-open-pitch-windows-and-current-intake-2026-06-22-active", "next_review": null, "signal_date": "2026-06-22", "signal_type": "hourly_lane_execution", "status": "active", "strategy": "open pitch windows and current intake", "subject_id": "tick-122-open-pitch-window-control-plane", "subject_name": "Tick 122 open pitch window control plane", "subject_type": "process", "updated_at": "2026-06-22 10:12:24"}
{"amount": "", "attrs": {"action": "Capture notice, attachments, addenda, submission method, consultant database requirements, question deadline, award path, and replacement-cycle proof.", "pattern": "The July 15 search is the top open window but needs attachment/addendum completeness before final response.", "priority_rank": 2, "sme_verify": "Does the passive indexing replacement cycle indicate broader roster refresh or only a narrow passive mandate?", "source_path": "docs/quant-pitch-calendar.md"}, "confidence": 0.96, "created_at": "2026-06-22 10:12:24", "deadline": null, "id": "pitch-now-tick-122-nyc-bam-july-15-packet-lane-nyc-bam-response-packet-2026-06-22-open", "next_review": null, "signal_date": "2026-06-22", "signal_type": "pitch_now", "status": "open", "strategy": "NYC BAM response packet", "subject_id": "tick-122-nyc-bam-july-15-packet-lane", "subject_name": "Tick 122 NYC BAM July 15 packet lane", "subject_type": "pitch_window", "updated_at": "2026-06-22 10:12:24"}
{"amount": "", "attrs": {"action": "Normalize fund data, subscription workflow, DDQ/ODD, reporting, advisor education, portfolio-fit language, field labels, and metadata-owner proof.", "pattern": "Platform compatibility controls private-bank and RIA distribution.", "priority_rank": 3, "sme_verify": "Who owns iCapital platform diligence metadata?", "source_path": "docs/quant-consultant-private-wealth-extraction-queue.md"}, "confidence": 0.86, "created_at": "2026-06-22 10:12:24", "deadline": null, "id": "manager-onboarding-tick-122-icapital-platform-onboarding-packet-lane-private-wealth-platform-onboarding-2026-06-22-open", "next_review": null, "signal_date": "2026-06-22", "signal_type": "manager_onboarding", "status": "open", "strategy": "private wealth platform onboarding", "subject_id": "tick-122-icapital-platform-onboarding-packet-lane", "subject_name": "Tick 122 iCapital platform onboarding packet lane", "subject_type": "pitch_window", "updated_at": "2026-06-22 10:12:24"}
{"amount": "", "attrs": {"action": "Refresh eVestment strategy/contact records, qualification thresholds, and direct proposal fallback packet.", "pattern": "CalPERS intake remains pitchable only when threshold route and fallback route are distinct.", "priority_rank": 4, "sme_verify": "Does this manager meet the eVestment path threshold?", "source_path": "docs/quant-30-day-outreach-queue.md; docs/quant-pitch-calendar.md"}, "confidence": 0.99, "created_at": "2026-06-22 10:12:24", "deadline": null, "id": "manager-registration-open-tick-122-calpers-evestment-intake-lane-calpers-evestment-and-direct-proposal-intake-2026-06-22-open", "next_review": null, "signal_date": "2026-06-22", "signal_type": "manager_registration_open", "status": "open", "strategy": "CalPERS eVestment and direct proposal intake", "subject_id": "tick-122-calpers-evestment-intake-lane", "subject_name": "Tick 122 CalPERS eVestment intake lane", "subject_type": "pitch_window", "updated_at": "2026-06-22 10:12:24"}
{"amount": "", "attrs": {"action": "Prepare registration-ready packet with official intake, quantitative risk, ESG, liquidity, operational controls, owner/title, and sleeve proof.", "pattern": "Official registration systems are pre-RFP gates.", "priority_rank": 5, "sme_verify": "Is alternative-assets registration the correct first-touch surface?", "source_path": "docs/quant-30-day-outreach-queue.md; docs/quant-pitch-calendar.md"}, "confidence": 0.98, "created_at": "2026-06-22 10:12:24", "deadline": null, "id": "manager-registration-open-tick-122-gpif-registration-intake-lane-gpif-registration-and-international-owner-proof-2026-06-22-open", "next_review": null, "signal_date": "2026-06-22", "signal_type": "manager_registration_open", "status": "open", "strategy": "GPIF registration and international owner proof", "subject_id": "tick-122-gpif-registration-intake-lane", "subject_name": "Tick 122 GPIF registration intake lane", "subject_type": "pitch_window", "updated_at": "2026-06-22 10:12:24"}
{"amount": "", "attrs": {"action": "Attach incumbent, weakness signal, sleeve, date, replacement/refill destination, and before/after owner proof.", "pattern": "Replacement rows downgrade when capital destination is not traceable.", "priority_rank": 6, "sme_verify": "What replaced the incumbent?", "source_path": "data/recovered_loop_tick119_temporal_motion_matrix.json"}, "confidence": 0.89, "created_at": "2026-06-22 10:12:24", "deadline": null, "id": "manager-termination-tick-122-replacement-capital-follow-through-lane-replacement-capital-follow-through-2026-06-22-open", "next_review": null, "signal_date": "2026-06-22", "signal_type": "manager_termination", "status": "open", "strategy": "replacement-capital follow-through", "subject_id": "tick-122-replacement-capital-follow-through-lane", "subject_name": "Tick 122 replacement capital follow-through lane", "subject_type": "analysis_lane", "updated_at": "2026-06-22 10:12:24"}
{"amount": "", "attrs": {"action": "Require current role, organization, authority/workflow, source, route, and evidence status before active outreach.", "pattern": "Pitch-window rows overstate actionability when owner proof is missing.", "priority_rank": 7, "sme_verify": "Who currently owns the route?", "source_path": "data/recovered_loop_tick120_personnel_expansion_matrix.json"}, "confidence": 0.91, "created_at": "2026-06-22 10:12:24", "deadline": null, "id": "current-owner-gap-tick-122-current-owner-proof-gate-current-owner-proof-2026-06-22-open", "next_review": null, "signal_date": "2026-06-22", "signal_type": "current_owner_gap", "status": "open", "strategy": "current owner proof", "subject_id": "tick-122-current-owner-proof-gate", "subject_name": "Tick 122 current owner proof gate", "subject_type": "schema", "updated_at": "2026-06-22 10:12:24"}
{"amount": "", "attrs": {"action": "Block outreach until required packet fields and official source proof are complete.", "pattern": "A high-ranked opportunity still fails if the packet cannot answer the actual intake requirements.", "priority_rank": 8, "sme_verify": "Which packet field is missing?", "source_path": "docs/quant-pitch-calendar.md"}, "confidence": 0.9, "created_at": "2026-06-22 10:12:24", "deadline": null, "id": "packet-delta-priority-tick-122-packet-completeness-gate-packet-completeness-2026-06-22-open", "next_review": null, "signal_date": "2026-06-22", "signal_type": "packet_delta_priority", "status": "open", "strategy": "packet completeness", "subject_id": "tick-122-packet-completeness-gate", "subject_name": "Tick 122 packet completeness gate", "subject_type": "schema", "updated_at": "2026-06-22 10:12:24"}
{"amount": "", "attrs": {"action": "Verify whether top open rows fit the actual quant hedge-fund strategy or should be narrowed/downgraded.", "pattern": "Open intake does not imply strategy fit.", "priority_rank": 9, "sme_verify": "Is this route pitchable for this strategy now?", "source_path": "data/recovered_loop_tick121_next_route_decision_matrix.json"}, "confidence": 0.88, "created_at": "2026-06-22 10:12:24", "deadline": null, "id": "sme-verification-gap-tick-122-broad-fit-sme-gate-broad-fit-verification-2026-06-22-open", "next_review": null, "signal_date": "2026-06-22", "signal_type": "sme_verification_gap", "status": "open", "strategy": "broad-fit verification", "subject_id": "tick-122-broad-fit-sme-gate", "subject_name": "Tick 122 broad-fit SME gate", "subject_type": "sme_call_task", "updated_at": "2026-06-22 10:12:24"}
{"amount": "", "attrs": {"action": "Route tick 123 to funding and rebalance cycles unless pitch-window packet blockers dominate after audit.", "pattern": "Open-window packet work should flow into capital-motion timing once packet gates are clear.", "priority_rank": 10, "sme_verify": "Which funding cycle creates near-term capital motion?", "source_path": "docs/quant-loop-operating-schedule.md"}, "confidence": 0.9, "created_at": "2026-06-22 10:12:24", "deadline": null, "id": "next-hour-route-tick-122-next-hour-funding-cycle-handoff-gate-hour-01-funding-and-rebalance-cycle-routing-2026-06-22-open", "next_review": null, "signal_date": "2026-06-22", "signal_type": "next_hour_route", "status": "open", "strategy": "hour 01 funding and rebalance cycle routing", "subject_id": "tick-122-next-hour-funding-cycle-handoff-gate", "subject_name": "Tick 122 next-hour funding cycle handoff gate", "subject_type": "process", "updated_at": "2026-06-22 10:12:24"}
{"amount": "", "attrs": {"action": "Execute hour 01 and attach dated capital-motion evidence to current intake and pitch-window rows.", "pattern": "Pitchability improves when open routes are timed to funding, rebalance, or board-cycle evidence.", "priority_rank": 1, "sme_verify": "What funding cycle creates near-term capital motion?", "source_path": "docs/quant-loop-operating-schedule.md"}, "confidence": 0.95, "created_at": "2026-06-22 10:15:21", "deadline": null, "id": "hourly-lane-execution-tick-123-funding-rebalance-control-plane-funding-and-rebalance-cycles-2026-06-22-active", "next_review": null, "signal_date": "2026-06-22", "signal_type": "hourly_lane_execution", "status": "active", "strategy": "funding and rebalance cycles", "subject_id": "tick-123-funding-rebalance-control-plane", "subject_name": "Tick 123 funding rebalance control plane", "subject_type": "process", "updated_at": "2026-06-22 10:15:21"}
{"amount": "", "attrs": {"action": "Resolve whether PCS is manager-facing, consultant-facing, or internal-only, then attach route owner and risk/transparency appendix.", "pattern": "Managed-account and completion sleeves can make transparent systematic strategies timely.", "priority_rank": 2, "sme_verify": "Is PCS a pitchable manager-facing route?", "source_path": "docs/quant-pitch-calendar.md"}, "confidence": 0.88, "created_at": "2026-06-22 10:15:21", "deadline": null, "id": "pacing-change-tick-123-massprim-pcs-funding-cycle-lane-portfolio-completion-and-managed-account-route-timing-2026-06-22-active", "next_review": null, "signal_date": "2026-06-22", "signal_type": "pacing_change", "status": "active", "strategy": "portfolio completion and managed-account route timing", "subject_id": "tick-123-massprim-pcs-funding-cycle-lane", "subject_name": "Tick 123 MassPRIM PCS funding cycle lane", "subject_type": "allocation_cycle", "updated_at": "2026-06-22 10:15:21"}
{"amount": "", "attrs": {"action": "Extract July 16-17 agenda, board book, summary, recording URLs, approvals, commitments, manager changes, and committee routing.", "pattern": "Board materials expose manager-change evidence before generic outreach lists do.", "priority_rank": 3, "sme_verify": "Which board item creates capital motion?", "source_path": "docs/quant-pitch-calendar.md"}, "confidence": 0.9, "created_at": "2026-06-22 10:15:21", "deadline": null, "id": "board-packet-review-tick-123-trs-july-board-digest-lane-board-material-capital-motion-extraction-2026-06-22-active", "next_review": null, "signal_date": "2026-06-22", "signal_type": "board_packet_review", "status": "active", "strategy": "board material capital-motion extraction", "subject_id": "tick-123-trs-july-board-digest-lane", "subject_name": "Tick 123 TRS July board digest lane", "subject_type": "allocation_cycle", "updated_at": "2026-06-22 10:15:21"}
{"amount": "", "attrs": {"action": "Normalize manager, mandate, asset class, selection date, allocation or commitment, consultant, and document URL fields.", "pattern": "New-manager reports show current deployment behavior and consultant routes.", "priority_rank": 4, "sme_verify": "Which mandate shows fresh capital deployment?", "source_path": "docs/quant-pitch-calendar.md"}, "confidence": 0.88, "created_at": "2026-06-22 10:15:21", "deadline": null, "id": "new-manager-report-tick-123-florida-sba-new-manager-tape-lane-quarterly-manager-onboarding-tape-2026-06-22-active", "next_review": null, "signal_date": "2026-06-22", "signal_type": "new_manager_report", "status": "active", "strategy": "quarterly manager onboarding tape", "subject_id": "tick-123-florida-sba-new-manager-tape-lane", "subject_name": "Tick 123 Florida SBA new-manager tape lane", "subject_type": "allocation_cycle", "updated_at": "2026-06-22 10:15:21"}
{"amount": "", "attrs": {"action": "Normalize hires, terminations, transaction type, asset class, placement-agent status, amount, close date, and emerging-manager route.", "pattern": "Monthly disclosure tapes can reveal hires and terminations before annual summaries.", "priority_rank": 5, "sme_verify": "Which monthly row changes outreach timing?", "source_path": "docs/quant-pitch-calendar.md"}, "confidence": 0.87, "created_at": "2026-06-22 10:15:21", "deadline": null, "id": "monthly-cadence-monitor-tick-123-nyscrf-monthly-disclosure-lane-monthly-disclosure-capital-motion-tape-2026-06-22-active", "next_review": null, "signal_date": "2026-06-22", "signal_type": "monthly_cadence_monitor", "status": "active", "strategy": "monthly disclosure capital-motion tape", "subject_id": "tick-123-nyscrf-monthly-disclosure-lane", "subject_name": "Tick 123 NYSCRF monthly disclosure lane", "subject_type": "allocation_cycle", "updated_at": "2026-06-22 10:15:21"}
{"amount": "", "attrs": {"action": "Keep board meetings, eVestment path, direct proposal portal, and total-fund completion memo distinct.", "pattern": "A board rhythm can explain when an open manager-intake route should be used.", "priority_rank": 6, "sme_verify": "Which CalPERS cycle creates near-term capital motion?", "source_path": "docs/quant-pitch-calendar.md; docs/quant-30-day-outreach-queue.md"}, "confidence": 0.9, "created_at": "2026-06-22 10:15:21", "deadline": null, "id": "allocation-target-refresh-tick-123-calpers-board-and-intake-cycle-lane-board-rhythm-and-total-fund-completion-timing-2026-06-22-open", "next_review": null, "signal_date": "2026-06-22", "signal_type": "allocation_target_refresh", "status": "open", "strategy": "board rhythm and total-fund completion timing", "subject_id": "tick-123-calpers-board-and-intake-cycle-lane", "subject_name": "Tick 123 CalPERS board and intake cycle lane", "subject_type": "allocation_cycle", "updated_at": "2026-06-22 10:15:21"}
{"amount": "", "attrs": {"action": "Promote only when liquidity or pacing pressure is source-backed and tied to owner/source proof.", "pattern": "Private-market pacing pressure can create demand for liquid, transparent systematic substitutes.", "priority_rank": 7, "sme_verify": "Does pacing pressure make a liquid-alts substitute pitchable now?", "source_path": "docs/quant-pitch-calendar.md"}, "confidence": 0.84, "created_at": "2026-06-22 10:15:21", "deadline": null, "id": "strategy-demand-tick-123-private-market-liquidity-substitute-lane-liquid-alts-substitute-demand-2026-06-22-open", "next_review": null, "signal_date": "2026-06-22", "signal_type": "strategy_demand", "status": "open", "strategy": "liquid-alts substitute demand", "subject_id": "tick-123-private-market-liquidity-substitute-lane", "subject_name": "Tick 123 private-market liquidity substitute lane", "subject_type": "allocation_cycle", "updated_at": "2026-06-22 10:15:21"}
{"amount": "", "attrs": {"action": "Promote only rows with dated board, report, tape, annual report, pacing plan, target allocation, or rebalance evidence.", "pattern": "Funding-cycle narratives without dated capital evidence should not drive near-term outreach.", "priority_rank": 8, "sme_verify": "What date and source prove the cycle?", "source_path": "docs/quant-loop-operating-schedule.md"}, "confidence": 0.91, "created_at": "2026-06-22 10:15:21", "deadline": null, "id": "official-source-gap-tick-123-dated-capital-motion-gate-dated-capital-motion-proof-2026-06-22-open", "next_review": null, "signal_date": "2026-06-22", "signal_type": "official_source_gap", "status": "open", "strategy": "dated capital-motion proof", "subject_id": "tick-123-dated-capital-motion-gate", "subject_name": "Tick 123 dated capital motion gate", "subject_type": "schema", "updated_at": "2026-06-22 10:15:21"}
{"amount": "", "attrs": {"action": "For each capital-motion row, state which owner, packet, route, answer-engine asset, or SME question changes.", "pattern": "Capital-motion evidence matters only if it changes the action plan.", "priority_rank": 9, "sme_verify": "What packet changes because of this evidence?", "source_path": "data/recovered_loop_tick120_personnel_expansion_matrix.json; data/recovered_loop_tick122_open_pitch_window_control_plane.json"}, "confidence": 0.89, "created_at": "2026-06-22 10:15:21", "deadline": null, "id": "packet-delta-priority-tick-123-owner-and-packet-implication-gate-owner-and-packet-implication-2026-06-22-open", "next_review": null, "signal_date": "2026-06-22", "signal_type": "packet_delta_priority", "status": "open", "strategy": "owner and packet implication", "subject_id": "tick-123-owner-and-packet-implication-gate", "subject_name": "Tick 123 owner and packet implication gate", "subject_type": "schema", "updated_at": "2026-06-22 10:15:21"}
{"amount": "", "attrs": {"action": "Route tick 124 to low-performer replacement motion unless funding-cycle proof gaps still dominate after audit.", "pattern": "Funding cycle evidence should flow naturally into incumbent vulnerability tests.", "priority_rank": 10, "sme_verify": "Which incumbent is vulnerable and why?", "source_path": "docs/quant-loop-operating-schedule.md"}, "confidence": 0.9, "created_at": "2026-06-22 10:15:21", "deadline": null, "id": "next-hour-route-tick-123-next-hour-low-performer-handoff-gate-hour-02-low-performer-replacement-motion-2026-06-22-open", "next_review": null, "signal_date": "2026-06-22", "signal_type": "next_hour_route", "status": "open", "strategy": "hour 02 low-performer replacement motion", "subject_id": "tick-123-next-hour-low-performer-handoff-gate", "subject_name": "Tick 123 next-hour low-performer handoff gate", "subject_type": "process", "updated_at": "2026-06-22 10:15:21"}