Canoe Compass NYC 2026 Recap: Charting the Alts Course
Canoe Compass NYC 2026 was Canoe Intelligence’s, a Bloomberg company, first client conference in the US, held by invitation in October 2026. 130+ clients, partners, and Canoe teammates gathered under the theme Charting the Alts Course for a keynote, panels, product kiosks, roundtables, and a day of peer conversations on how others run their alts operations.
This recap summarizes each session.
CEO keynote: Canoe’s three commitments after joining Bloomberg.
Jason Eiswerth, CEO of Canoe, opened the client summit by describing the gap Canoe and Bloomberg are working to close together. In public markets, investors trust the data, so they act on it immediately. “No one copies a share price from a PDF and puts it into an Excel spreadsheet to purchase a share of stock,” Jason said. “You are able to trust the data.” In private markets, that trust is built one document at a time, as teams extract, verify, and reconcile each figure before it can inform a decision. Jason knows that cost firsthand. While running a family office alternatives portfolio in New York City, he saw performance data take weeks to assemble and still arrive with gaps, a point that drew nods across the room.
Jason pointed to three parts of the gap. Alts have no common identifier, so firms cannot always confirm the same fund across systems. Exposure is hard to see, since portfolio companies with similar names may or may not be the same company. More investors now hold both private and public assets, yet few can view them together.
Canoe and Bloomberg are working toward closing the gap with faster document collection, more complete data extraction, new document types, smoother delivery to downstream systems, standardized fund and portfolio company data, and a single view of public and private holdings through Bloomberg PORT. Work is also underway on letting clients ask questions of their data in natural language.The aim is data alts investors can trust enough to act on with the decisiveness of public markets.
Jason also addressed what changes for clients since Canoe joined Bloomberg: the Canoe name, product, and people clients work with remain the same, and clients do not need a Bloomberg Terminal to access Canoe data.
Fireside chat: why Canoe and Bloomberg matter for Total Portfolio View.
James Hook, Head of Data at Bloomberg, joined Jason on stage to dig deeper into the Canoe and Bloomberg PORT integration, and what it means for Total Portfolio View. James leads the data organization behind Bloomberg’s products and served as a business sponsor for the acquisition.
Private markets data from Canoe can now sit beside public markets data in Bloomberg PORT, giving investors a single view of both. James said Canoe offered more than a decade of built-up data, relationships, and technology that would have been difficult to replicate, and that the PORT integration showed how easily Canoe data connects to Bloomberg. He named three near term priorities: broader global coverage with more timely data, a Total Portfolio View across public and private markets, and a common data foundation in which the same fund carries the same identifier everywhere. James also reassured that Canoe will keep supporting integrations with systems outside Bloomberg.
Audience questions followed on how the two teams work together. James described their expertise as complementary, with Canoe focused on private markets fund data and Bloomberg on public markets and data standards.
Product Vision panel: toward a common data model.
The Product Vision panel covered Canoe’s roadmap priorities, the push for common data standards, AI tools that draw on Bloomberg data, and ways to move beyond PDFs in how GPs and LPs exchange information. Mike Muniz, Chief Strategy Officer at Canoe, moderated the conversation with Zack Helgeson, Head of Product at Canoe, and Aryeh Hauptman, Global Head of Investment & Portfolio Management Solutions at Bloomberg. Zack outlined Canoe’s priorities as collecting more documents automatically, extracting data in greater depth, and recognizing the same fund or company consistently. Aryeh named the next step as “a common data model, really driving more standards together.”
Product kiosks and roundtables: smaller sessions.
Five product kiosks and two roundtables at Canoe Compass NYC 2026 gave attendees hands-on time with Canoe products and structured conversation with peers.
- Exceptions flagged automatically. Canoe Super User checks cash flows, partner capital account balances, continuity between periods, and wire bank details, so analysts review only the exceptions.
- Look-through to portfolio companies. Canoe Asset Data extracts GP reports, and PrimePlus shows aggregate exposure by company, sector, or region across GP commitments.
- Private positions in Bloomberg PORT. Fund positions flow from Canoe into PORT Enterprise, mapped by FIGI, a Bloomberg security identifier, for risk, stress tests, and attribution across liquid and illiquid holdings.
- Excel GP statements, extracted. Canoe Core collects documents across 3k+ GP portal connections and email, then validates extracted data in the Data Review tool.
- Roadmap questions for product leadership: Zack Helgeson, Head of Product at Canoe, took questions on upcoming capabilities and how Canoe selects and verifies AI models, and a line formed at his kiosk.
The Cost of Chaos: Operational Decisions that Matter had tables compare the messiest steps in each firm’s alts data processes and how those steps took shape. Private Markets Operations in the Age of AI: The Principles Worth Keeping asked every table to weigh which operating principles should hold steady as AI reshapes private markets work.
Watch the sessions and join the Compass Interest list.
Recordings from Canoe Compass NYC 2026 sessions are available on the Canoe Compass NYC page.
Few events in alts bring together clients who use the same technology, and Canoe Compass gives that community a place to meet. Peer conversations and networking moments like these take root when clients share a room and learn from firms facing the same question.
Thank you to all the clients who have traveled to join the conversation in alts. Canoe thanks the sponsors and partners who supported the day: Atomic Insights, K1x, Amplify, and Petra Funds Group.
About Canoe Intelligence
Canoe Intelligence (“Canoe”), a Bloomberg company, is the intelligence infrastructure powering how the world invests in alts. Our AI-native platform automates the manual data processing, cutting operational costs and risk while future-proofing alts infrastructure for long-term growth. Timely, accurate, and comprehensive data arms investment teams to act with the decisiveness of public markets. With Canoe, it’s all about making Alts, smarter. Learn more at canoeintelligence.com.
