Institutional Investor’s exclusive, invitation-only capital introduction experience, designed to bring together leading institutional LPs and GPs who are reshaping the landscape of private and alternative markets.
We are at a turning point in institutional investing—where market complexity, macro volatility, and liquidity dynamics are driving a complete reassessment of how capital is allocated across private and alternative strategies. For endowments, foundations, healthcare systems, pensions, family offices, and RIAs, the imperative today is clear: build resilience, seek differentiated return streams, and construct portfolios that can adapt—without sacrificing long-term objectives.
Alpha Edge is not just another conference—it’s the final act of II’s “Power Week,” following the prestigious Single Family Office Gathering (May 11–13). It’s where high-conviction capital meets high-potential talent who are shaping the future of alternative investing.
Taking place over 1.5 days at the Ritz-Carlton Fort Lauderdale, this high-conviction capital introduction experience will be focused on real assets, private equity, secondaries, venture, and alpha-driven liquid strategies.
This closed-door program is designed to surface the current and next generation of investment talent and offer a unique lens into how top allocators are building resilient, future-ready portfolios through the integration of public and private alternatives. With 100 institutional LPs and GPs in attendance, Alpha Edge is a forum for strategic discovery, candid dialogue, and relationship-building with long-term alignment at its core.
For more information, please contact:
Giorgio Tupini
Sr. Exec Director, Head of North America Sales, Institutional
The Alpha Edge Buy List is driving a new standard for LP–GP alignment in private markets. Curated and endorsed by leading institutional investors, it spotlights managers who champion and prioritize fee transparency, responsible exit discipline, and best-in-class distribution waterfall practices—ensuring LPs are prioritized, the balance of risk is not solely taken by the investor, and returns are shared. By focusing on GPs that consistently deliver aligned partnerships and provide clear paths to liquidity, this peer-driven list enables investors to cut through the noise, identify trusted long-term partners, and strengthened the movement toward a more disciplined, aligned and transparent private market industry.
Access to the Peer-Driven Alpha Edge Buy List
Curated by leading investors for investors, the Alpha Edge Buy List highlights GPs who truly embody LP-first principles. By participating, LPs gain exclusive visibility to managers who:
Prioritize Fee Alignment
Only GPs endorsed by investors who have negotiated transparent, LP-aligned fee structures make the cut—no hidden layers, no misaligned economics, just clear alignment.
GP:LP Risk Alignment
Managers who are thoughtful, transparent, and communicative when using mechanisms to manage risk between themselves and their investors. Managers must demonstrate responsible exit discipline, clear and consistent communication, and robust governance that aligns interests across the board.
Adhere to Global Best Practices in Distribution Waterfalls
GPs who prioritize an aligned-waterfall model, ensuring LPs receive continuous distributions before carry is taken—protecting them from downside risks and reinforcing trust.
Maintain Consistent, Transparent, and Aligned Liquidity
Managers who deliver a steady and consistent flow of distributions and avoid unnecessary recycling or trapped capital, helping LPs better manage liquidity across vintages and market cycles.
GPs that have been named on the Alpha Edge Buy List have been selected by our advisory board of LPs and experts based on the criteria above. Underwriting the Alpha Edge Buy List is not a prerequisite of being included on it.
Anurag Pandit
Chief Investment Officer
ALSAC / St. Jude Children's Research Hospital
Cecelia Chen
Director of Investments
Carnegie Corporation of New York
Erik Ogren
Managing Director of Investments
Carnegie Mellon University
Jason Bowne
Deputy CIO, Head of Private Markets Investing
Jefferson Health
Caixia Ziegler
Managing Director, Real Assets and Sustainable Investments
John D. and Catherine T. MacArthur Foundation
Helen Huang
Private Equity
Massachusetts Pension Reserves Investment Management (MassPRIM)
Petya Nikolova
Deputy CIO & Head of Infrastructure
NYC Retirement Systems
Kirk Wolff
Portfolio Manager, Private Equity & Co-Investments
State of WisconsinInvestment Board
Scott Ramsower
Head of Private Equity Funds
Teacher Retirement System of Texas (TRS)
Jewel Chen
Portfolio Manager – Private Equity
Texas Permanent School Fund
Nicole Wang
Senior Portfolio Manager
Texas Treasury Safekeeping Trust Company
Mark Baumgartner
Chief Executive Officer and Chief Investment Officer
University of Florida Investment Corporation
Asaf Zentler
Chief Investment Officer & Treasurer
University of Miami
Mohamed Farid
Principal Portfolio Manager,
Head, Absolute Return Strategies
World Bank Pension Fund
