Treat Mercer as a named-contact route until a public alternatives or OCIO search page proves a live intake surface.

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?'

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

Public alternatives or OCIO search page, manager database proof, client-segment framing, source URL, or a direct named-contact route.


Treat Aksia as live only after the MAX or portal surface proves manager intake, rather than assuming the advisory row is enough.

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?'

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

Portal path, manager packet fields, ODD fields, risk-reporting fields, client retrieval surface, and named research people.


Keep CAPTRUST as a fiduciary-adviser lead until the intake page or RFP workflow proves direct manager screening.

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?'

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

OCIO intake page, fiduciary screen, consultant screen, RFP workflow, source URL, and proof of direct manager screening.


Normalize speaker and sponsor rosters, then backfill event-to-person edges for recurring forums and awards pages.

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?'

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

Speaker roster, speaker titles, sponsor tiers, sponsor names, session titles, and registration gates.


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

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?'

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

Speaker roster, sponsor tiers, speaker application, registration deadline, event theme, and audience mix.

APAC and Middle East private-wealth routing


Extract delegate registration, sponsor prospectus, speaker page, attendee qualification, and event date so the forum gate is routable.

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?'

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

Delegate registration, sponsor prospectus, speaker page, attendee qualification, event date, and allocator theme.


Extract member-firm, event, sponsor, and newsletter or webinar links so the network becomes searchable as a true outreach graph.

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?'

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

Member firm, event name, speaker name, sponsor name, audience type, and newsletter link.


Extract current-year speaker roster, sponsor names, meeting-booking path, registration URL, exhibitor list, and allocator segments.

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?'

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

Speaker roster, sponsor names, meeting-booking path, registration URL, exhibitor list, and allocator segments.


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.

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?'

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

Speaker roster, sponsor roster, registration URL, event date, venue, and session topics.


Backfill current speaker, sponsor, registration, and emerging-manager fields so Sohn becomes a routable allocator surface.

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?'

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

Speaker roster, sponsor roster, registration URL, event date, venue, and emerging-manager track.


Locate a Hedgeweek event, awards, or summit page before treating it as a live outreach node.

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?'

No local docs or data hit currently proves a Hedgeweek event surface, so the corpus should not treat it as routable yet.

Event page, speaker roster, sponsor roster, registration URL, awards page, and contact route.


Find the GAIM event calendar or summit page before treating it as a routable alternatives-event family.

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

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

Event page, speaker roster, sponsor roster, registration URL, city, and conference series.


Confirm whether Context365 is an event brand, media brand, or something else before extracting any speaker, sponsor, or registration metadata.

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

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.

Entity type, event page, speaker roster, sponsor roster, registration URL, and contact route.


Apply as an Asset Manager/Hedge Fund and prepare allocator-facing materials for macro, quant, fintech-adjacent alpha, and bilateral-networking conversations.

public web
SALT event page
internal event app
allocator meeting scheduler

SALT London exposes an approved-registration gate, asset-manager and allocator categories, and explicit bilateral networking among 300 alternative-investment participants.

Approved-registration application, hedge fund category fit, allocator one-pager, macro/quant thesis, meeting-request script, sponsor inquiry follow-up.

Does SALT London allocate meetings through approval-only registration, sponsor access, or a separate event app workflow?

London alternative-investment allocator route


Apply if the quant strategy has digital-assets, market-structure, AI decentralization, or institutional adoption relevance; prepare sponsor/speaker suggestion and allocator-meeting packet.

public web
SALT event page
SALT alerts
LinkedIn
X
internal event app

Registration and sponsorship applications are open for an invitation-only investor event with asset-manager, allocator, service-provider, government, and media attendee categories.

Approval application, digital-assets relevance memo, risk controls, allocator-category routing, sponsorship inquiry, speaker suggestion, media policy.

For WBS, are hedge-fund managers more likely to get allocator meetings through asset-manager approval, sponsorship, speaker suggestion, or relationship introduction?

digital-assets allocator and policy route


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.

public web
Sohn conference page
LinkedIn
YouTube
media recaps

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.

Region-specific event dates, speaker or idea-contest route where available, sponsor contact, allocator-observer list, post-event media-monitor plan.

Which 2026 Sohn chapters still expose manager speaker access versus only philanthropic attendee access?

hedge-fund idea conference and influence network

Sohn Conference Foundation 2026 global conferences


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.

public web
Hubbis event page
event content archive
partner insights
private-bank internal research

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.

Sponsor route, speaker route, registration route, private-bank selector one-pager, advisor FAQ, event-content follow-up.

Does Hubbis Hong Kong investment access work better through sponsorship, speaker submission, or direct registration?

Hong Kong private-bank and family-office investment route


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.

Hubbis lists the Singapore investment forum two days after Hong Kong, allowing a paired APAC roadshow with consistent private-wealth materials.

Sponsor route, speaker route, registration route, Singapore private-bank selector packet, family-office FAQ, paired Hong Kong/Singapore follow-up cadence.

Which Singapore private-bank platforms and IAMs actually send fund selectors to Hubbis Investment Forum?

Singapore private-bank and family-office investment route


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.

iConnections web platform
iConnections mobile platform
Co-Pilot dashboard
event app
allocator search filters

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.

Manager profile taxonomy, strategy tags, allocator fit fields, meeting-request templates, availability windows, event-stat feedback loop, post-meeting follow-up packet.

Which iConnections profile fields most strongly determine allocator discovery and meeting acceptance for quant hedge funds?

allocator-manager matching, event-app data, and Co-Pilot workflow


Keep eVestment strategy records complete and Mercer-consumable: strategy taxonomy, monthly returns, AUM, product capacity, fees, liquidity, risk factors, contacts, and consultant-ready narrative.

MercerInsight
eVestment
consultant internal search
public web

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.

Complete eVestment profile, MercerInsight-compatible strategy summary, quantitative return/risk data, ODD answers, implementation fit, capacity and liquidity fields.

For Mercer-mediated hedge-fund discovery, which eVestment fields most often determine whether a quant strategy reaches a consultant shortlist?

Mercer/eVestment consultant discovery and manager-screening route

MercerInsight eVestment asset manager research surface


Pre-build Mercer Sentinel-ready ODD answers covering controls, valuation, trade lifecycle, service providers, cybersecurity, compliance, key-person risk, and disaster recovery.

Mercer Sentinel
Mercer consultant workflow
DDQ data room
internal IC packet

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.

ODD questionnaire, service-provider map, controls narrative, compliance policies, cybersecurity posture, valuation policy, trade operations, disaster recovery.

Which Mercer Sentinel ODD failures most often cause hedge-fund managers to be dropped after investment research approval?

operational due diligence gate before Mercer client recommendation

Mercer Sentinel operational due diligence surface


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.

Aksia Manager Portal
Aksia MAX
client research portal
DDQ data room

Aksia publicly exposes a Manager Portal while describing a research-centered alternatives process, making the portal a likely control-plane input to screening.

Manager portal credentials/status, firm profile, strategy profile, performance history, risk reports, ODD packet, named contact map, update cadence.

Does Aksia's Manager Portal create screening visibility for hedge funds, or is it only used after a relationship has begun?

Aksia manager-facing intake and data maintenance route


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.

Aksia MAX
Aksia Manager Portal
client research portal
internal IC packet

Aksia says it supervises $70B in hedge funds, covers 50+ sub-strategies, and emphasizes skeptical manager selection plus investigative ODD.

Strategy edge memo, team/alignment evidence, quantitative risk deck, ODD controls, conflicts register, culture/process notes, capacity and implementation fit.

For Aksia hedge-fund approval, what is the failure sequence: investment thesis first, ODD first, or client-specific portfolio fit first?

Aksia hedge-fund selection and operational due diligence gate

Aksia hedge fund research and ODD workflow


Treat Mercer as a named-contact route until a public alternatives or OCIO search page proves a live intake surface.

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


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

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

alternatives consulting / RFP gatekeeper


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

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


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

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

hedge fund screening / ODD / private credit advisory


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

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


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

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

investment consulting / OCIO / alternative assets


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

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

institutional consulting / OCIO / ownership-sensitive route

Cerity Partners Institutional Consulting / Verus Investments


Watch the manager-opportunity page for contract expirations and new manager intake.

Public manager-opportunity pages can expose intake before a broader public search becomes visible.

manager intake and qualification monitoring

CalPERS Investment Manager Opportunities


Mine monthly disclosures for manager hires, transactions, and placement-agent activity.

Monthly disclosures can show manager changes before a formal RFP is visible.

monthly transaction and manager-hire monitoring

NYSCRF Monthly Disclosure of Investments and Transactions


Treat the current no-RFP state as a negative signal and keep monitoring for changes.

A no-RFP page is still useful because it tells you the procurement cycle has not opened yet.


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.

Replacement opportunities often appear first as termination disclosures, board minutes, consultant renewals, or monthly transaction reports before a public manager search is visible.

Public pension low-performer replacement pattern


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.

The corpus has historical speaker history and attendee scale, but not a normalized current-cycle roster or sponsor workflow.

Does iConnections expose a live meeting-booking workflow or only conference branding and historical speaker lists?

cap-intro meeting-booking and allocator routing


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.

The local corpus has named speakers for SALT London 2025 and SALT iConnections New York 2024, but not a normalized current-cycle access layer.

Does SALT currently sell speaker, sponsor, or exhibitor access that can be booked without founder-level contacts?

hedge-fund forum visibility and sponsor routing


Backfill current speaker, sponsor, registration, and emerging-manager fields so Sohn becomes a routable allocator surface instead of a founder-only reference.

The corpus explicitly says Sohn needs current roster and access fields before it can be used for outreach.

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

allocator visibility and emerging-manager routing


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.

The local corpus only has a monitor row, so Hedgeweek is still a source-gap rather than a routable event family.

Is Hedgeweek an event, awards, or media surface in the current cycle?


Find the GAIM calendar or summit page and extract speakers, sponsors, exhibitors, and registration details before treating it as a routable allocator event family.

The corpus treats GAIM as a plausible alternatives conference but still lacks a normalized event surface.

Does GAIM expose an active summit calendar, or only brand references?


Confirm whether Context365 is an event brand, a media brand, or something else before extracting any speaker, sponsor, exhibitor, or registration metadata.

The local corpus cannot yet prove what Context365 is, so it remains a verification target rather than a routable node.

What is Context365 in the local corpus: event, media, or platform?

brand identity verification before outreach


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.

The corpus already maps APB into event, intelligence, and selection surfaces, so the missing work is normalized roster and access fields.

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


Extract delegate registration, sponsor prospectus, speaker page, attendee qualification, and event dates so family-office outreach can use the exact forum gate.

The corpus ties Campden to qualification gates, registration paths, and dated family-office forums through late 2026.

delegate_registration, sponsor_prospectus, speaker_page, attendee_qualification, event_date, allocator_theme

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


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

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

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


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.

The CAIS-Claude integration makes advisor education an answer-engine problem, not just a wholesaling problem.

Which advisor prompts actually drive retrieval in CAIS x Claude, and which are just marketing copy?

advisor-facing AEO/GEO for liquid alternatives


Prepare iCapital-compatible fund data, subscription workflow details, advisor education copy, diligence metadata, portfolio-fit summaries, and reporting artifacts.

The operating rail controls whether an advisor can actually recommend a hedge fund, so packaging and workflow compatibility matter as much as the thesis.

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

alternatives distribution and diligence workflow


Extract the proposal fields into a manager-ready packet and keep the diligence follow-up materials ready.

Standing secure portals create a live intake route outside formal RFP cycles.

Portal-ready proposal plus submission path and diligence-ready follow-up packet.

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

direct proposal intake / systematic public strategies

CalPERS Investment Proposal Submission official portal


public market manager qualification / eVestment path

CalPERS Public Investment Manager Opportunities


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

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

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

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


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

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

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.

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


Map eligibility, graduation, and allocation-path language to the current asset-class partner and contact surface.

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

Emerging-manager packet with eligibility, AUM threshold, allocation path, graduation criteria, program contact, asset-class parameters, and document URL.

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

emerging-manager allocation / graduation


Extract the July 16-17 board-book items into a digest that exposes approvals, commitments, and manager-change evidence.

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

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

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

committee approval / manager-change review


Turn the program page into a packet that shows capacity, graduation rules, and the trust-level allocation path.

First-time investment and graduation language matter when the allocator is tracking a real path into allocation.

Program packet with eligibility, capacity, ownership or diversity criteria, risk controls, graduation rules, and trust-level allocation path.

Does the program show an actual trust-level allocation path or only onboarding language?


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

Trustee packets matter when they expose policy changes, mandates, and manager approvals.

Trustee packet with trustee date, IAC date, agenda item, policy change, mandate language, approval, staff or trustee, and document URL.

Which trustee items actually change manager routing or mandate language rather than only update policy housekeeping?


Normalize the quarterly report into manager, mandate, asset class, allocation, consultant, and selection-date fields.

Quarterly new-manager reports make fresh onboarding observable rather than inferred.

New-manager report with quarter, manager, asset class, mandate, commitment or allocation, consultant, selection date, and document URL.

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


Submit or monitor the vendor-interest record so the firm can be notified when matching solicitations appear.

Future-solicitation intake surfaces create pre-RFP visibility when the allocator promises to notify matching firms.

Future-solicitation packet with contact fields, service-interest category, comments text, investment-manager relevance, and follow-up cadence.

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

Florida SBA Future Solicitations Request


Use the posted agenda as the anchor and extract agenda, book, and audio rows for allocation items, manager items, approvals, and governance changes.

UTIMCO exposes a posted board agenda plus historical agenda, minutes, book, and audio fields.

Archive packet with meeting date, agenda URL, book URL, audio URL, book section, agenda item, allocation item, manager item, approval, and board member mentions.

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


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

KCERA posts agendas online and the calendar shows a June 23 Finance Committee meeting.

Board archive packet with meeting date, committee, agenda item, motion, vote, attendee, attachment, and document URL.

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

committee cadence / replacement-review timing


Keep KCERA as a monitored negative RFP surface and cross-check it against board agendas for manager-review cues.

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

Negative-monitor packet with date observed, open-RFP status, RFP title, deadline, contact, and board-agenda cross-reference.

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


Lead with a conflict-free, no-proprietary-product memo to the board contacts and explicitly address ownership, independence, and fee transparency.

Consultant independence is a live governance issue when the board packet and procurement page expose approvals and vendor change risk.

Board packet with meeting date, committee, trustee, agenda item, action item, attachment title, manager or consultant, and document URL.

Do the materials show a live consultant-independence issue or only routine procurement housekeeping?

consultant selection / conflict-free alternatives diligence


Watch the procurement page for deadlines, vendor categories, award status, and renewal dates that can create a consultant or manager replacement window.

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

Procurement packet with solicitation title, procurement type, deadline, contact, vendor category, award status, renewal date, and document URL.

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


Open the Comptroller RFP board page, extract every solicitation attachment and addendum URL, and keep the replacement-cycle evidence attached to the pitch packet.

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

search packet with search name, deadline, contract expiry, mandate, requirements, addenda, award path, and document URL

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


Mirror all asset-management notices and capture the attachment links before claiming packet-level completeness.

The solicitation board is only useful when the attachment and addendum URLs are explicitly captured.

Solicitation-board packet with announcement title, due date, attachment URLs, addenda URLs, award path, and document URL.

Are all addenda and attachments visible in the board page or only after shortlist?

official solicitation board / attachment extraction


Track the managed-account platform procurement and follow the selection announcements for expansion opportunities.

A closed RFP can still signal infrastructure buildout when the selected firm will identify and negotiate with prime brokers and administrators.

RFP packet with procurement timing, selection outcome, firm responsibilities, and platform document URL.

Does the RFP show a live manager-facing window or only an internal infrastructure procurement?

managed-account platform / hedge fund implementation


Keep the platform as a monitor until a procurement, board record, or official platform document surfaces.

Official investment pages verify allocator scope but not mandate timing.

Source-gap packet with board or procurement record proving managed-account platform timing.

Which official record confirms managed-account platform status and whether new systematic managers can access it?

managed-account platform / PCS verification

MassPRIM managed-account platform official source gap


Prepare the database-ready registration packet with track record, quantitative risk metrics, ESG alignment, liquidity terms, and operational controls.

A standing pre-RFP gate becomes actionable when the surface is explicitly a manager-registration system.

Registration packet with track record, risk metrics, ESG alignment, liquidity terms, operational controls, and document URL.

For non-core strategies, is the registration system the true entry point or just a data-collection front end?

GPIF Manager Registration System (Alternative Assets)


Submit the external-manager packet with monthly quantitative data, implementation capacity, operational controls, and Saudi or MENA relevance.

Public registration/login paths are actionable when they explicitly say register and login for the external-manager program.

Registration packet with monthly quantitative data, implementation capacity, operational controls, regional relevance, and source URL.

Is Managers Gate treated as registration, pre-RFP database intake, or both?


Lead with absolute-return, derivatives, and low-correlation risk management mapped to the named board and committee contacts.

HOOPP openly operates a discretionary derivatives and alternative-investments team and frames absolute-return strategies as market-condition resilient.

Governance-route packet with named CIO, board chair, AL committee chair, and operational-fit evidence.

Does HOOPP buying behavior follow the board and asset-liability route or the discretionary derivatives team first?

liability-aware quant / absolute-return allocation


Use the official manager-context surface as the primary evidence base and route systematic or liquid-alts materials around the external-mandate constraints.

Large sovereign allocators are useful when the official surface exposes the constraints and ownership structure rather than just a brand page.

Allocator packet with public-markets ownership, governance constraints, responsible-investment references, and official source URL.

Which NZ Super surface actually drives allocator review: official manager context, annual report, or direct mandate contact?

external mandates / governance / responsible-investment constraints

New Zealand Superannuation Fund official manager context


Monitor VRS for follow-on liquid credit, relative-value, or systematic fixed-income replacement demand and keep the replacement-capital transition plan ready.

A terminated liquid-credit sleeve can create a near-term slot for replacement managers if the termination reflects fit, performance, or portfolio redesign.

Replacement-motion packet with termination date, replacement need, reason category, and transition-plan fields.

Was Orchard terminated for performance, fit, fee/liquidity, or a broader sleeve redesign, and what replaced the exposure?

liquid credit / relative-value replacement verification


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.

Official intake pages prove pitch routing, not allocation intent.

Partner-intake packet with contact email, strategy language, performance period, manager relationship hint, and document URL.

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

new partner outreach / long-horizon risk-adjusted returns


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.

Search announcements become actionable only when the attachment URLs and addenda are captured.

search name, deadline, contract expiry, mandate, requirements, attachments, addenda, award path, document URL

Are all addenda and attachments visible publicly, or only after shortlist or registration?

RFP attachment/addendum capture for July 15 search

NYC BAM passive indexing search attachment gap


Find an official PRIM procurement, board, agenda, or award record before treating the managed-account platform as a direct live manager-facing window.

A high-value hedge-fund infrastructure signal needs official platform proof before outreach timing can be treated as confirmed.

board record, procurement record, award notice, platform responsibilities, PCS manager-facing status

Is the PCS or managed-account platform manager-facing, consultant-facing, or only an internal implementation procurement?

managed-account platform and PCS official proof

MassPRIM managed-account platform procurement proof gap


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.

Board-cycle intelligence is only useful when meeting-specific attachments are mirrored and parsed.

meeting date, agenda URL, board book URL, summary URL, recording URL, approvals, commitments, manager changes

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

board book and manager-change extraction

TRS Texas July 2026 board bundle extraction gap


Download and normalize the Q1 2026 report into manager, mandate, asset class, allocation or commitment, consultant, selection date, and document URL fields.

Quarterly new-manager reports can reveal active manager appetite before the next formal solicitation.

quarter, manager, mandate, asset class, selection date, allocation, consultant, document URL

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

Florida SBA Q1 2026 New Managers Report extraction gap


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.

Advisor platforms are answer and workflow surfaces; the fund must match prompt, onboarding, diligence, and reporting fields.

advisor prompts, retrieval fields, fund data fields, subscription workflow, DDQ fields, ODD fields, reporting artifacts, portfolio-fit metadata

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

advisor retrieval, onboarding, and due-diligence field proof

CAIS iCapital advisor platform field-proof gap


Keep VRS Orchard and SURS long-vol as replacement-motion monitors, but require reason category and replacement plan before inferring a pitch window.

A termination is high-signal only after the reason and whether the sleeve is refilled, redesigned, or closed are known.

termination date, terminated manager, sleeve, reason category, replacement need, transition plan, official source or SME verification

Were the terminations performance-driven, fee/liquidity-driven, fit-driven, or broader sleeve redesigns?

manager-termination reason and replacement-plan verification

VRS and SURS termination reason verification gap


Do not route outreach through Hedgeweek, GAIM, or Context365 until current event identity, calendar, speaker, sponsor, registration, and meeting-booking fields are proven.

A brand-name event lead is not an allocator route until current-cycle access fields are extracted.

brand identity, event calendar, speaker roster, sponsor roster, registration URL, meeting-booking URL, contact route

Are these brands currently events, media properties, awards surfaces, or platform routes?

Hedgeweek GAIM Context365 identity and event proof gap


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

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

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

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

NYC BAM passive indexing attachments/addenda gap


Keep MassPRIM as a monitor until a procurement, board record, or official platform document confirms the managed-account route.

Implementation-structure claims require primary plan records before they are used as allocator-specific pitch evidence.

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

Is the PCS route manager-facing, consultant-facing, or only internal?

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.

MassPRIM managed-account platform proof gap


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

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

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

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


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

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

Quarter, manager, asset class, mandate, commitment or allocation, consultant, selection date, and report URL.

Florida SBA 2026 Q1 new-manager report gap


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

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

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

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

UTIMCO board materials can reveal endowment allocation changes and manager-lineup actions that matter for timing, framing, and product fit.

board archive / allocation and manager-change detector

UTIMCO June 18 2026 agenda/book/audio gap


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

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

Meeting date, committee, agenda item, motion, vote, attendee, attachment, and document URL, plus open-RFP status and recheck date.

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

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.


Keep the VRS Orchard termination as monitor pending an official board packet, annual report, or disclosure.

Trade-press evidence alone should not be used to upgrade replacement demand at the allocator level.

Board packet, annual report, or disclosure confirming why Orchard was terminated and what replaced it.

What official VRS document proves the Orchard termination and what replaced the exposure?

VRS Orchard Liquid Credit official-source gap


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.

An official manager-decision record upgrades replacement-motion confidence but does not prove sleeve-level strategy demand without the detailed board packet.

Board packet or disclosure proving the sleeve, replacement path, and whether capital remains available.

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

SURS long-vol termination official-source downgrade


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.

No local docs or data hit currently proves a normalized event surface for the three brands.

Event page, speaker roster, sponsor tiers, and registration path for the actual brand owner.

Which brand actually owns the event route: conference organizer, media outlet, or something else?

event identity / sponsor-roster verification

Hedgeweek / GAIM / Context365 identity gap


Normalize the mandatory onboarding and diligence fields across CAIS and iCapital before treating either platform as a submission route.

Platform surfaces are only actionable when mandatory fields and workflow gates are explicit.

Advisor prompt, retrieval surface, asset-manager packet, fund data fields, subscription workflow, DDQ fields, reporting artifacts, and portfolio-fit fields.

Which advisor prompts and iCapital fields are decisive for hedge-fund onboarding?

private-wealth onboarding / field normalization

CAIS / iCapital onboarding field proof gap


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.

CAIS search
CAIS x Claude
advisor portal

CAIS is already treated in the corpus as a strong AEO/GEO surface with advisor, home-office, and asset-manager retrieval paths.

Which CAIS surface is the real retrieval entry point for advisor search?

advisor chatbot surface / alternatives distribution

CAIS x Claude / CAIS advisor intelligence


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

iCapital marketplace
iCapital due diligence
advisor portal

iCapital is the most direct alternatives-rails gatekeeper in the corpus for private banks, RIAs, and family offices.

Does the iCapital route expose exportable DDQ and fund-data fields or only a gated record view?

wealth-platform diligence and subscription workflow


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

delegate registration
sponsor prospectus
speaker pages
agenda PDFs
report library

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

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

family-office alternatives / qualified forum access


Treat Cambridge as a foundation and endowment gatekeeper; win the consultant first with manager-selection rigor, transparency, and a strong operating story.

consultant screen
manager database
client portal
RFP workflow

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

Which Cambridge workflow surface is the real manager-search entry point?


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.

consultant screen
manager research pages
portfolio review workflow
RFP workflow

Delegated asset owners often route through consultant teams before a direct manager meeting ever opens.

Which delegated-client workflow at Russell is closest to manager onboarding?


Pitch a governance-friendly quant sleeve that can sit next to mission, real-assets, and sustainable-investment exposures without creating operational noise.

investment office
committee memo
foundation portal
IC materials

Foundation allocators with explicit private-equity leadership and sustainability seats can absorb liquid alts when the packet is governance-safe.

Does the foundation review liquid alts through a private-equity or total-portfolio lens?

The John D. and Catherine T. MacArthur Foundation


Use the long-tenured private-assets seat as the wedge: frame hedge funds as a stable portfolio-completion tool with liquidity and governance clarity.

Long-tenure private-assets leadership usually means manager selection happens through a slow, consultant-friendly process.

Is the current foundation process consultant-led or direct to the investments team?


Use Nicola da Roza as the operating gatekeeper and pitch liquid alts as portfolio-completion capital with mission fit and downside buffering.

A named investment lead plus a hospital-related allocator profile creates a practical route for a concise liquidity-aware packet.

Is Nicola da Roza still the current gatekeeper, and does outreach go direct or through a consultant?

St. Jude Children's Research Hospital ALSAC


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.

A healthcare-system balance sheet can force portfolio review even when the organization is not a traditional endowment.

Does the current review flow through finance, treasury, or a dedicated investment office?


Approach Jimmy C. Chang with transparent systematic sleeves, managed accounts, and lower-friction risk-premia products that can complement private-market exposure.

CIO thought-leadership pages
family-office research hub
private-client portal
IC materials

CIO-led family offices are the cleanest direct route when the packet is governance-friendly and implementation-aware.

Is the family office actively looking for liquid sleeves or only research content?

quant / systematic / liquid alternatives


Treat Pathstone as a reusable MFO route and prepare CIO-level research materials that can pass through a large investment team.

Large MFOs with formal investment research teams can behave like institutional allocators when the packet is reusable and governance-friendly.

Does Pathstone route managers through CIO research first or through client-facing content?


Use CIO/principal coverage to target a direct single-family-office conversation with transparent systematic sleeves and managed-account logic.

family-office research hub
private-client portal
IC materials
principal pages

Single-family offices are best approached when the principal or CIO role is clearly named in the corpus.

Which SFO is more likely to accept a manager packet directly from the principal or CIO?


Turn the named allocator seats into outreach targets with CIO-specific packets, endowment phrasing, and board-safe diligence appendices.

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.

Which of these named CIOs is currently the right first-touch for a manager packet versus a board-packet follow-up?

allocator CIO and investment-office outreach


Package consultant-facing materials around manager research, operational diligence, portfolio construction, and OCIO fit so named leads can route the packet internally.

NEPC, Mercer, Callan, Aksia, Wilshire, Cerity/Verus, and CAPTRUST already form a named gatekeeper chain in the local corpus.

Which consultant surface is the real routing point: research lead, ODD lead, or CIO?


Use the CAIS and iCapital leadership nodes to route advisor-intelligence, diligence, and subscription content into platform-native workflows.

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.

Does the platform route depend more on leadership relationships or on the marketplace workflow itself?

private-wealth platform and marketplace routing


Use the named conference speakers as content-targeting anchors for event follow-up, allocator credibility, and SME verification paths.

The iConnections and AAAIM speaker corpora contain multiple allocator, manager, and platform names that are actionable beyond the event brand itself.

Which speaker names should be treated as content targets rather than general conference vanity nodes?

speaker-based content targeting and follow-up


Write answer-first pages, entity-clean bios, FAQ blocks, and dated comparison tables for ChatGPT Search, Google AI Overviews, Claude, and AlphaSense visibility.

The local monitoring matrix already shows that allocator-intent search and document retrieval favor canonical, date-stamped, and provenance-heavy packaging.

Which answer surface is most likely to surface stale or thin citations first?

AEO/GEO packaging and canonical entity pages


Link named CIOs, research leads, and speaker nodes back to the platform and answer surfaces they can actually influence.

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.

Which named person should be treated as the highest-leverage cross-surface bridge?

Named allocators and consultants with surface exposure


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.

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.

Ask a NYC BAM or consultant SME whether the passive-indexing replacement cycle indicates a broader roster refresh or only a narrow passive mandate.


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.

ChatGPT Search
Google AI Overviews
Claude
Nasdaq eVestment
MercerInsight/eVestment

CalPERS intake is open-ended, but recent leadership and portfolio-construction motion changes the language that should be used.

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.

standing public-manager intake and total-fund completion pitch

CalPERS total-fund quant completion packet


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.

eVestment
Preqin
PitchBook
Aksia MAX
iCapital
CAIS x Claude

Decision makers often discover or reject managers inside gated databases before a meeting is granted.

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.

database and portal freshness for allocator discovery


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.

Replacement motion is more actionable than general demand because budget, governance attention, and implementation urgency already exist.

Ask whether the termination created open capital, replacement capital, or only benchmark housekeeping; then ask who owns the replacement shortlist.


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.

ChatGPT Search
ChatGPT Deep Research
Google AI Overviews
Claude
Perplexity
AlphaSense
Microsoft 365 Copilot
Glean

Decision makers and staff increasingly ask answer engines first, but enterprise workflows still require downloadable evidence packets.

Ask allocator relations which exact questions are being asked in ChatGPT, Claude, Google, AlphaSense, and internal Copilot/Glean workflows before committee meetings.

AEO/GEO content for allocator and consultant discovery


Track the managed-account platform procurement and follow the selection announcements for expansion opportunities.

A closed RFP can still signal infrastructure buildout when the selected firm will identify and negotiate with prime brokers and administrators.

RFP packet with procurement timing, selection outcome, firm responsibilities, and platform document URL

Does the RFP show a live manager-facing window or only an internal infrastructure procurement?

managed-account platform / hedge fund implementation


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.

Board-cycle intelligence is only useful when meeting-specific attachments are mirrored and parsed.

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

board book and manager-change extraction

Teacher Retirement System of Texas July 2026 board bundle


Download and normalize the Q1 2026 report into manager, mandate, asset class, allocation or commitment, consultant, selection date, and document URL fields.

Quarterly new-manager reports can reveal active manager appetite before the next formal solicitation.

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


Mirror the posted meeting resources and extract any allocation-change language, approval items, manager references, and archive fields that point to live pitchable motion.

agenda minutes book audio manager_change allocation_language

An archive that exposes agenda, book, and audio fields can surface allocation motion even after the meeting date passes.

agenda, minutes, book, audio, manager-change references, allocation-language fields

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

board agenda / board book / audio extraction

UTIMCO June 18 2026 agenda/book/audio bundle


Pair the June 23 finance-committee cadence with the RFP page and watch for any manager-review cue before a formal search is posted.

Board cadence plus a negative open-RFP page can still reveal a near-term search if committee materials mention manager review or allocation change.

board agenda item, committee packet, procurement reference, open-RFP status, manager-review cue

Is the relevant signal on the board agenda, the RFP page, or only a later committee packet?

board agendas/minutes plus open-cycle RFP watch


Use consultant coverage and RFP visibility to reach the first-screen shortlist; package manager-selection rigor, transparency, and operating evidence for consultant review.

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

consultant-ready DDQ, manager-selection memo, RFP response pack, operating summary, fee and liquidity schedule

Which consultant inbox or manager-search workflow actually controls the first screen for the target allocator?

alternatives consulting / OCIO / RFP routing


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.

Private-wealth alternatives platforms consolidate access rails, so manager distribution shifts from bilateral pitching to platform-ready packaging.

advisor prompts, subscription workflow, DDQ fields, reporting artifacts, event access route, family-office contact route

Which platform field or forum gate is mandatory for a hedge-fund manager to get past the first operational screen?

advisor platforms and family-office routes

iCapital / CAIS / J.P. Morgan Private Bank / Campden Wealth / Family Wealth Alliance


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.

Conference access becomes a pitch window when the route exposes qualification, sponsorship, and speaker surfaces for decision makers.

registration path, sponsor route, speaker route, attendee qualification, event date, allocator theme

Are these routes current allocator meetings or just media/event branding without routable access?

family-office and private-bank allocator meetings

Campden Wealth events / APB Summit 2026 / Hubbis 2026 forums


Assemble the replacement packet before the formal RFP appears: incumbent failure thesis, transition plan, fee/liquidity schedule, risk-comparison table, and consultant-ready DDQ.

Replacement opportunities often appear first as termination disclosures, board minutes, consultant renewals, or monthly transaction reports before a public manager search is visible.

termination date, terminated manager, sleeve, reason category, replacement need, transition plan, official source or SME verification

Were the terminations performance-driven, fee/liquidity-driven, fit-driven, or broader sleeve redesigns?

manager pruning / replacement-cycle targeting

VRS Orchard Liquid Credit / SURS long-vol termination pattern


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.

Quarterly new-manager reports reveal active onboarding before the next RFP cycle becomes visible, so fresh allocations can be observed rather than inferred.

Do the reports reflect fresh allocations, replacements, or only reporting formalities?


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.

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.

Was Orchard terminated for performance, fit, fee/liquidity, or a broader sleeve redesign, and what replaced the exposure?

Virginia Retirement System Orchard Liquid Credit termination


Treat consultant consolidation as a reset window and revalidate the buyer path, intake process, and named research team after the transition.

OCIO consolidation can move investment decisions into a delegated platform where the real buyer is the research team, not the legacy brand surface.

Does the consolidated channel preserve direct manager screening, or does it require a new consultant and OCIO intake path?


Use recurring board archives to extract motions, presenters, and closed-session references before the public search surface updates.

Recurring board materials can expose manager-review and replacement motion earlier than a public search announcement.

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


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.

Repeated appearance across conference corpora indicates a speaker who is already accepted into multiple allocator rooms and can reappear as a reliable channel.

Is Amy still running external portfolio management and does she steer manager meetings or only conference participation?

conference speaker repetition / allocator follow-up


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.

When major wealth platforms launch private-market SMAs, alternatives distribution shifts toward wrappers that solve access, education, and operations for advisors.

Does the platform accept live manager onboarding, or only packaged fund wrappers with advisor-friendly reporting?

private markets SMA / alternatives wrapper

Morgan Stanley Wealth Management / BlackRock / Partners Group SMA wrapper


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.

A total-portfolio approach shifts the sale from asset-class allocation to contribution-to-total-fund risk and return.

Which staff or consultants now translate the total-portfolio framework into external-manager searches?

total portfolio approach / portfolio completion


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.

A first-half loss plus talent departure can move an allocator from launch support to replacement review.

Was the loss enough to trigger follow-on review, or is the capital still anchored by the strategic relationship?

alpha capture / multi-strategy replication


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.

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'.

Which claims must remain on-page to satisfy both public answer engines and allocator diligence?

answer-first public discovery for quant hedge fund fundraising

ChatGPT Search / Google AI Overviews / Claude public discovery


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.

Consultant queries are usually screening queries: 'manager search', 'alternatives consulting', 'RFP readiness', 'operational diligence', 'capacity', 'liquidity', and 'implementation burden'.

Which eVestment fields decide whether a quant strategy reaches a consultant shortlist?

MercerInsight/eVestment and consultant screening


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.

Aksia workflows are diligence queries: 'DDQ', 'ODD', 'risk reporting', 'transparency evidence', 'service providers', 'administrator', 'auditor', and 'valuation policy'.

Which Aksia fields are mandatory for screening versus only useful for follow-up diligence?


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.

Advisor prompts center on 'which liquid alts fit our portfolio', 'model portfolio fit', 'liquidity', 'all-in economics', 'subscription workflow', and 'diligence requirements'.

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

advisor-ready liquid alternatives packaging

CAIS search / CAIS x Claude and iCapital Marketplace / Due Diligence


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.

Research analysts ask 'what changed', 'show the strongest bearish evidence', 'map the catalyst calendar', 'explain attribution', and 'which transcript or filing supports this claim'.

Which evidence asset is more important in practice: transcript references, filing paths, or period-aligned tables?

cited research and provenance-heavy analyst workflow

AlphaSense / Bloomberg ASKB / FactSet AI


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.

Internal queries are memory queries: 'latest DDQ', 'what changed since committee', 'who approved this', 'risk policy', 'implementation task', and 'where is the decision log'.

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

Glean / Atlassian Rovo internal retrieval


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.

Discovery queries on these surfaces are usually 'manager profile', 'fundraising timeline', 'investor map', 'performance and terms', and 'peer comparison'.

Which profile fields drive first-touch discovery versus later diligence?

structured manager and fundraising profile

PitchBook / Preqin fundraising and manager discovery


Lead with a conflict-free, allocator-ready memo and a board-safe diligence appendix for Chicago Teachers' Pension Fund.

Named public-pension CIOs and speaker nodes are the cleanest direct-manager routes in the local corpus.

Is the current outreach entry point direct to the CIO or via board/consultant workflow?

public pension CIO / hedge-fund allocator outreach


Pitch transparent, daily-liquid quant strategies with low drawdown and clear mission-fit framing to the foundation CIO seat.

Health-centered foundations tend to reward concise governance-friendly liquid-alt framing and explainability.

Is the right route direct CIO outreach or a committee-staged packet?

foundation CIO / liquid alternatives outreach


Use an endowment-style IC packet with transparency and risk appendix language for the NYU allocator route.

Conference-corpus CIO nodes remain the cleanest named allocator targets for direct manager-selection outreach.

Does the allocator prefer direct CIO outreach or a consultant-preloaded packet?


Frame the fund for external-manager selection with capacity, transparency, and relationship-driven diligence language.

External portfolio-management seats are direct routes into relationship-driven manager programs.

Is the evaluation path centralized in external portfolio management or split across mandate teams?

outsourced-manager / systematic-strategy outreach


Package consultant-facing materials around manager research, operations, and portfolio construction so NEPC can route the packet internally.

Consultant CIOs are high-leverage gatekeepers when allocator access is mediated by the consultant stack.

Which consultant surface is the real routing point: CIO, research lead, or OCIO team?


Target the manager-research lead with a clean screening package: process, risk controls, liquidity, and repeatable alpha evidence.

Manager-research leads shape the manager review before any allocator meeting happens.

Does the research team need a DDQ-first packet or a live intro first?


Pitch the strategy as consultant-friendly alternatives with a crisp portfolio-construction story and implementation burden notes.

Alternatives leads control how hedge-fund products are framed before they ever reach allocators.

Does Mercer want portfolio-construction language, manager-specific details, or both?

global alternatives / consultant framing


Treat the board chair as a governance touchpoint and use liability-aware framing rather than return-chasing language.

Board chairs are the correct audience when the corpus exposes governance influence rather than a direct manager slot.

Should outreach land with the board chair, the CIO, or the investment committee?


Target the asset-liability chair with risk-budget, liability-aware, and operational-fit language.

Asset-liability committee chairs sit close to the real risk-budget decision.

Does ALCO/ALM review happen before manager screening, or after a CIO recommendation?

asset-liability committee / governance route


Write advisor-ready materials for outsourced-CIO workflows: model-fit, platform compatibility, and clean fee/liquidity language.

Advisor workflow influencers can convert a manager pitch into platform-native distribution.

Does the OCIO team want a research memo, an advisor FAQ, or a platform-approval packet?


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 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.

Open-dated windows and official packet gaps should produce artifacts before relationship outreach; otherwise the pitch team cannot answer requirements or prove timing.

Which of the five packet folders represents a current buyer action rather than a monitor-only information source?


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.

Nasdaq eVestment
MercerInsight/eVestment
Preqin
PitchBook
Aksia MAX
CAIS x Claude
iCapital

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.

Standing registration and gated databases are hidden first screens; stale profile data can fail the pitch before any human meeting.

Which database fields are hard filters for quant managers in the current consultant/platform workflow?


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 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.

Person-level outreach should follow the decision role, not one generic pitch deck.

For each named target, who actually owns the first screen: staff CIO, consultant, board committee, platform research, or external database?

named-person routing and influence escalation


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.

ChatGPT Search
Google AI Overviews
Claude
AlphaSense
Bloomberg ASKB
FactSet AI
Microsoft 365 Copilot
Glean
Atlassian Rovo

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.

Decision makers use public answer engines for first-pass questions and enterprise tools for committee workflows; both need the same facts in different wrappers.

Which chatbot or enterprise search tool did the allocator or advisor actually use before the meeting?

public and enterprise answer-surface publication


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.

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?

Open request page or board page with explicit deadline

Contract expiry, mandate, and requirements fields

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.

funding cycle / open request verification


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.

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?

Termination notice or board-minute reference

Replacement need or reallocation language

Transition plan, timing, or official disclosure

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.

replacement-cycle / underperformance-driven reallocation


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.

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?

Named consultant contacts or research leads

Documented manager-search or RFP workflow

DDQ, ODD, or manager-selection memo requirements

Proof that the path is used in practice, not just described

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.


Verify the mandatory onboarding fields for private-wealth platforms and separate true submission requirements from fields that only help with discovery or education.

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?

Subscription workflow or due-diligence path

Reporting artifacts or portfolio-fit fields

Advisor education or model-portfolio language

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.

CAIS / iCapital onboarding and diligence


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.

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?

Answer-first pages and comparison tables

Platform-specific retrieval or diligence fields

Examples of decision-tool usage in workflow docs

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.

public answer engines / enterprise copilots / advisor chat surfaces

Answer-engine and chatbot usage by decision makers


Confirm the actual event-access route for hedge-fund GTM: registration, sponsorship, speaker application, meeting-booking, or attendee qualification.

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?

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 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.

registration / sponsorship / speaker routing


Verify whether prior motion actually converted into a search, allocation, replacement, or platform onboarding event, rather than remaining an inferred or replayed pattern.

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?

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 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.

historical motion / proof-of-conversion check


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.

Large multi-strategy funds set the reference frame for allocator expectations even when the target account is searching for a different style bucket.

Millennium / Citadel / Point72 / Schonfeld


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.

Systematic managers are the cleanest bridge between hedge-fund language and advisor-ready liquid alternatives.

AQR / Man Group / Two Sigma / Qube / Winton


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.

Macro and relative-value products become relevant when the buyer wants crisis alpha or tactical diversification more than directional return.

Bridgewater / Brevan Howard / Tudor / Garda


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.

Allocator platforms often control access to external managers, especially for smaller, newer, or operationally intensive strategies.

manager-of-managers, managed solutions, emerging managers

GCM Grosvenor / Hamilton Lane / NYSCRF Emerging Manager Program


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.

Consultant-led diligence determines which managers enter the allocator shortlist, often before the public market sees a search at all.

alternatives consulting / OCIO / RFP routing


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.

Advisor platforms convert access into workflow, education, and subscription compatibility problems.


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.

Launch routes are often owned by capital-intro, placement-agent, or fiduciary channels rather than by the manager's public marketing surface.

capital introduction / placement / fiduciary routing

Goldman Sachs Prime Brokerage / Eaton Partners / CAPTRUST


Watch these surfaces for replacement, onboarding, or infrastructure changes that can reopen a manager slot even without a formal hedge-fund RFP.

Direct manager intake and managed-account platform work often precede or outlast public search language.

manager intake and managed-account infrastructure

CalPERS Public Investment Manager Opportunities / MassPRIM managed-account platform / PCS


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

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

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

Are all addenda and attachments visible publicly, or only after shortlist or registration?

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.

NYC BAM passive indexing search attachment/addenda gap


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.

Board-cycle intelligence is only useful when meeting-specific attachments are mirrored and parsed.

Meeting date, agenda URL, board book URL, summary URL, recording URL, approvals, commitments, and manager changes.

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

TRS board materials can expose allocation shifts, manager changes, and named gatekeepers before those moves show up in broader public reporting.

board book and manager-change extraction

TRS Texas July 2026 board bundle extraction gap


Download and normalize the Q1 2026 report into manager, mandate, asset class, selection date, allocation, and consultant fields.

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

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

A quarterly onboarding tape is one of the cleanest ways to catch a fresh allocator relationship before the next solicitation cycle becomes visible.

Florida SBA Q1 2026 New Managers Report extraction gap


Extract committee-level agenda items, presenters, motions, closed-session references, and named board-member influences into a governance packet.

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

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

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

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.

committee motion / CIO-selection context / public-market review


Lead with a board-safe manager-selection memo and risk appendix for Tulane University Endowment.

Named endowment CIO seats are more actionable than generic university references.

Is the route direct to the investment office or through an outside consultant?


Attach a governance-friendly liquid-alts packet to the Smithsonian investment office route.

Institutional CIO seats inside cultural and mission-oriented organizations can convert quickly when the packet is concise and transparent.

Does the office take manager meetings directly or only via an internal review calendar?


Use mission-fit, liquidity, and downside-buffer framing for The California Endowment.

Foundation CIOs usually want the manager story tied to mission and governance, not just alpha.

Is the current intake direct to CIO review or staged through a committee packet?

foundation CIO / liquid alternatives outreach


Route a clean endowment packet to Kansas State University Foundation with performance, liquidity, and operating-story clarity.

Named foundation CIO seats are better outreach anchors than broad university labels.

Does the foundation rely on a consultant screen or a direct investment-office review?

foundation CIO / manager-search outreach


Keep the packet mission-aligned, liquidity-aware, and explicit about the operating gatekeeper before asking for manager time.

The corpus repeatedly treats ALSAC as a hospital-related alternatives allocator with an operating gatekeeper.

Is outreach direct to the operating gatekeeper, or does it need a formal committee packet first?

hospital-endowment / mission-fit outreach

Nicola da Roza / St. Jude Children's Research Hospital ALSAC


Write advisor-ready materials for outsourced-CIO workflows: model-fit, platform compatibility, and clean fee/liquidity language.

Advisor workflows need clear shelf fit before the strategy becomes recommendable.

Does the team care more about product shelf fit or about client education material?

advisor workflow / outsourced-CIO outreach


Package consultant-facing materials around manager research, portfolio construction, and implementation burden so Mercer can route the packet internally.

Consultant alternatives leads are high-leverage when allocator access is mediated by the consultant stack.

Which Mercer surface is the real routing point: alternatives lead, research, or client team?

consultant shortlist / global alternatives routing


Keep the route in monitor status until a public J.P. Morgan report page, research note, or event page is surfaced.

The corpus has the route but not a clean public source surface yet.

Which public J.P. Morgan surface is the real family-office route: research note, report page, or event page?

private-bank family-office research route


Package hedge-fund-like exposure in advisor-friendly wrappers and make shelf fit, implementation fit, and model-portfolio inclusion explicit.

RIA workflows reward a clean model-fit story more than a raw hedge-fund pitch.

Is the routing point the model-portfolio shelf, the home-office workflow, or advisor education content?

RIA model-portfolio and advisor workflow routing


Backfill member-firm, CIO, and sponsor relationships so the MFO route can be used for direct allocator follow-up rather than generic wealth branding.

The corpus has enough named MFO coverage to move beyond a broad family-office bucket.

Which MFO surface is most actionable: member network, CIO team, or private-client portal?

multifamily-office network and direct MFO access

Family Wealth Alliance / Pathstone / Rockefeller Global Family Office


Extract delegate registration, sponsor prospectus, speaker page, attendee qualification, event date, and allocator theme so family-office outreach can use the exact forum gate.

Campden's qualification gate is one of the cleanest family-office access layers in the corpus.

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


Use the qualified private-wealth forum paths for live outreach and align the pitch with sponsor, speaker, and registration routes already exposed.

Conference access becomes actionable when qualification, sponsorship, and speaker surfaces are exposed.

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

APAC and Middle East private-wealth meetings


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.

The alternative-event cluster is routable once speaker, sponsor, and registration fields are normalized.

Which route is strongest for allocator outreach: meeting booking, sponsor inquiry, or current-cycle speaker access?

iConnections Global Alts / SALT Conference / Sohn Conference


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.

Type drift hides real coverage progress and can make graph ranking overstate artifacts instead of actors.

graph sqlite type-count query on 2026-06-19

select type, count(*) c from nodes group by type order by c desc;

dedupe and type normalization for quant GTM graph


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.

Adding more signals to already-known people is useful for route quality, but it does not close the 10000-person target.

select count(*) from nodes where type='person';

net-new allocator, consultant, event, board, platform, and cap-intro person discovery


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.

Official packet extraction should drive pitchability upgrades; trade-press or local-corpus inference should remain monitor status until source-backed.

scripts/actionable_quant_signals.py --limit 80 --include-closed

official packet fetch prioritization before pitchability upgrade


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.

Public answer engines reward canonical pages, dated claims, comparison tables, and primary-source appendices; they fail when the story is thin or stale.

source selection differs from ordinary search

Performance / factor / drawdown workbook

Transcript / filing / expert-call appendix

answer-first public discovery for quant hedge fund fundraising


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.

Consultant databases fail open when manager profile fields are incomplete, but they also penalize poor packaging and missing implementation detail.

profile missing structured fields
consultant-ready narrative is absent
DDQ/ODD gaps
RFP language is generic
implementation burden is not explicit

Manager profile / fundraising timeline / investor map


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.

Advisor surfaces convert only when the packet answers portfolio-fit and operational questions in the platform's own language.

missing model-portfolio fit
no liquidity and fee explainer
incomplete subscription workflow
platform mismatch
generic bank-brand messaging

Advisor one-pager / model-portfolio fit brief

advisor discovery and platform-fit packaging

Advisor platforms and private-bank routes


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.

Enterprise copilots work only when memo, notes, spreadsheets, and decision logs are cleanly packaged with canonical naming and timestamps.

mixed-source summaries without timestamps

Workstream pack with current memo, meeting notes, spreadsheets, and decision log

Canonical titles / tags / decision log pack

permissioned internal diligence retrieval

Enterprise copilots and finance research workspaces


Use the AAAIM speaker route to map adjacent LP, advisor, and founder introductions before any direct outreach.

Conference speaker nodes often expose the fastest adjacent trust network even when they are not allocators themselves.

Is the AAAIM appearance a speaking slot, panel moderation role, or sponsorship-driven appearance?

conference speaker / venture-network outreach


Treat the SALT route as a network surface for investor introductions, not as a pure allocator target.

Conference speaker routes are useful for opening institutional adjacency around recognizable capital-markets operators.

Was the SALT slot tied to a conference stage, a sponsor session, or a side event with investor meetings?

conference speaker / capital-intro adjacency