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
Curated by Allocators, for Allocators
Institutional Investor is pleased to announce the launch of the Alpha Edge Private Markets Buy List, a first-of-its-kind, peer-driven initiative developed and curated by allocators, for allocators.
The Alpha Edge Buy List aims to spotlight GPs who truly embody LP-first principles—those who demonstrate transparency, alignment, and consistency across market cycles.
Access to the Peer-Driven Alpha Edge Buy List
GPs featured on the Buy List are endorsed by their peers and evaluated across key dimensions of institutional discipline and integrity:
Prioritize Fee Alignment
Only managers endorsed by LPs who have negotiated transparent, LP-aligned fee structures—free of hidden layers or misaligned economics—make the cut.
Honor True European Private Equity Standards
GPs adhering to the European waterfall model, ensuring LPs receive continuous distributions before carry is taken—protecting downside and reinforcing long-term trust.
Deliver Predictable Liquidity and Avoid Offloading Risk to LPs
Managers who provide steady distributions without unnecessary recycling or trapped capital, supporting LP liquidity management across vintages and market cycles.
Follow ILPA Standards of Alignment, Governance, and Transparency
Including standardized reporting and performance templates to ensure consistency in fees, expenses, and return calculations.
This peer-validated Buy List is designed to cut through the noise of GP marketing and surface only those managers who are aligned, disciplined, and proven—empowering LPs to make more confident commitments while reinforcing collective bargaining power across the allocator community.
Disclaimer: The Alpha Edge Buy List is a peer-driven initiative intended for informational purposes only. Inclusion on the list does not constitute a recommendation or endorsement by Institutional Investor, participating allocators, or ILPA. All investment decisions should be made based on independent due diligence.
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
