Investment Management Operations
af Ted Seides – Allocator and Asset Management Expert
Seneste episode
Lakshay Chauhan, CEO – Finpilot (EP.89)
Lakshay Chauhan, CEO – Finpilot (EP.89)
Om denne podcast
Discover how investment organizations are run from the industry’s top operating partners. We dive into the business of investment management by exploring functional areas across operations, investor relations, legal, finance, and technology. Key stakeholders provide insight on the business today and look to what the future may hold for capital allocators and their investment partners. Longtime operator, Scott MacDonald, hosts in-depth interviews with key non-investment principals across public and private markets. Learn more and join our community from www.capitalallocators.com.
Episoder
De nyeste 20 af 95 episoder
- Lakshay Chauhan, CEO – Finpilot (EP.89) · 48 min. · Episode 89Lakshay Chauhan is the CEO and Co-Founder of Finpilot, an AI knowledge management system for the investment office.Lakshay shares how he saw the opportunity to build Finpilot…
- Dan Dashiell, COO – Asia Alternatives (EP.88) · 32 min. · Episode 88Dan Dashiell is the COO of Asia Alternatives, one of the first Asia-dedicated private equity fund-of-funds, with approximately $13 billion in assets. Let’s face it: investing in…
- Olivier Babin & Naunidh Bhalla – Tetrix (EP.87) · 47 min. · Episode 87Olivier Babin and Naunidh Bhalla are the co-founders of Tetrix, an AI-native investment intelligence platform built for allocators. They met during their time at Stanford GSB and…
- Alberto Rizzoli, CEO & Co-Founder – V7 (EP.86) · 48 min. · Episode 86Alberto Rizzoli is the Co-Founder of V7 Labs. Today's conversations are all about workflow, and Alberto shares how to turn your ops process into AI workflows for document-heavy…
- Brendan Lloyd, CTO – Glenmede (EP.85) · 44 min. · Episode 85Brendan Lloyd is the CTO at Glenmede, a $50 billion firm spanning wealth management, OCIO, and asset management. His team supports all three, combining operations and technology…
- John Kaminsky, Managing Director, Data Strategy – Maverick Real Estate Partners (EP.84) · 40 min. · Episode 84John Kaminsky is a Managing Director and the Head of Data Strategy at Maverick Real Estate Partners, a New York City distressed credit investor focused on commercial real estate…
- Peter Haskopoulos, Co-Founder and Managing Partner – Petra Funds Group (EP.83) · 42 min. · Episode 83Peter Heskopoulos is the Co-founder and CEO of Petra Funds Group, a fund administrator built on the premise that experienced talent — not scale — is the true differentiator in…
- Alex Gentilli, Director of Investment Operations – Colby College (EP.82) · 37 min. · Episode 82Alex Gentilli is the Director of Investment Operations at the Colby College Office of Investment Management. He came to Colby after spending time in trading and investment…
- Natalie McIntyre, Global Head of Consulting – Cutter Associates (EP.81) · 58 min. · Episode 81Natalie McIntyre is the Global Head of Consulting at Cutter Associates, a research and consulting firm that is focused exclusively on the investment industry. In today's…
- Andrew Dorle, Director of Investment Ops – GHR Foundation (EP.80) · 40 min. · Episode 80Andrew Dorle is the Director of Investment Operations and Analytics at GHR Foundation. Based out of Minneapolis, GHR’s mission is to is to be of service to people and their…
- Michael DeAddio, COO – Paloma Partners (EP.79) · 59 min. · Episode 79Mike DeAddio is the Chief Operating Officer of Paloma Partners, the multi-manager platform founded by Donald Sussman in 1981 — one of the original seeders of firms like D.E…
- Glen Shields, CEO – GP Fund Solutions (EP.78) · 39 min. · Episode 78Glen Shields is the Founder and CEO of GP Fund Solutions., an independent fund administrator for private fund managers who want institutional-grade back-office operations without…
- Adam Ciborowski, Principal – RCP Advisors (EP.77) · 34 min. · Episode 77Adam Ciborowski, Principal – RCP Advisors (EP.77)Intro Copy: Adam Ciborowski is the head of Research, Portfolio Monitoring, and Data Management at RCP Advisors, an investment…
- Cesar Estrada, Head of Private Markets – Arcesium (EP.76) · 37 min. · Episode 76Cesar Estrada is the Head of Private Markets at Arcesium, the data and operations platform built to help private market firms scale their reporting, analytics, and oversight at…
- Matt Shaia, Director of Investment Operations – Brockenbrough (EP.75) · 35 min. · Episode 75Matt Shaia is a Managing Director and the Director of Investment Operations at Brockenbrough, a Richmond-based wealth management and OCIO firm serving both institutional clients…
- Sloane Payne, COO, & David Joerger, CCO – WCM Investment Management (EP.74) · 57 min. · Episode 74Sloane Payne and Dave Joerger are the COO and CCO respectively at WCM Investment Management, an independent investment firm managing $120 billion in assets. WCM has built…
- Henry Ward, CEO – Carta (EP.73) · 41 min. · Episode 73Henry Ward is the CEO and co-founder of Carta, the platform that began as a cap table tool and has since evolved into what Henry describes as the ERP for private markets. His…
- Griff Norville, Head of Technology Solutions – Hamilton Lane (EP.72) · 46 min. · Episode 72Griff Norville is the Head of Technology Solutions at Hamilton Lane, one of the world’s largest alternative asset managers.Today’s investment leaders are navigating a technology…
- Stuart Chapman, Director & Head of ODD – Strategic Investment Group (EP.71) · 55 min. · Episode 71Stuart Chapman is a Director and Head of Operational Due Diligence at Strategic Investment Group, a $30B OCIO serving a mix of pension, endowment, and nonprofit…
- Alex Harstrick & Jonathan Bronson, Co-Founders – J2 Ventures (EP.70) · 51 min. · Episode 70Alex Harstrick and Jonathan Bronson are the co-founders of J2 Ventures. J2 is an early-stage venture capital firm built at the intersection of the private sector and defense…
