Investment Management Operations

By Ted Seides – Allocator and Asset Management Expert

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Category: Investing

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Subscribers: 8
Reviews: 0
Episodes: 32

Description

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.

Episode Date
Nasdaq Solovis at Verger Capital (EP.28)
May 16, 2024
[REPLAY] Jim Dunn – Protect, Perform, Provide (Capital Allocators, EP.24)
May 16, 2024
Karl Sprules, COO – AllianceBernstein (EP.27)
May 07, 2024
Michael Lukasek, Managing Director – University of Pennsylvania (EP.26)
Apr 23, 2024
Lawrence Miller, CTO – Wilshire (EP.25)
Apr 09, 2024
Kenneth Onorio, CFO/COO – Eagle Point Credit Company (EP.24)
Mar 26, 2024
Terry Thompson, COO – Berkshire Partners (EP.23)
Mar 12, 2024
Jason Ment, COO - StepStone Group (EP.22)
Feb 27, 2024
Intelligo at Stonehaven Partners (EP.21)
Feb 22, 2024
Stephen Baranowski, Head of Client Ops – Adams Street Partners (EP.20)
Feb 13, 2024
Stephanie Withers, Senior Manager Investment Operations – W.K. Kellogg Foundation (EP.19)
Jan 30, 2024
Beth Gilje, Founder – Union Park Consulting (EP.18)
Jan 16, 2024
Shaun Ng, COO – Cleveland Clinic Investment Office (EP.17)
Jan 02, 2024
Frank Perez, MD, Head of ODD – Makena Capital (EP.16)
Dec 19, 2023
Dan Houlihan, CEO – STP Investment Services (EP.15)
Dec 07, 2023
Ashok Raju, COO – VR Capital Group (EP.14)
Dec 05, 2023
Danielle Roseman, COO – Lazard Family Office Services (EP.13)
Nov 21, 2023
Bryan Corbett, CEO – Managed Funds Association (EP.12)
Nov 07, 2023
Maarika Paul, CFO & COO – CDPQ (EP.11)
Oct 24, 2023
Gordon Barnes, EVP Portfolio Strategies – Bain Capital (EP.10)
Oct 10, 2023
[REPLAY] Colin Campbell – The Case for Environmental Markets (Climate Solutions EP.3, Capital Allocators EP.302)
Oct 10, 2023
Sean Arp, COO – University of Wisconsin Foundation (EP.09)
Sep 26, 2023
Byron Pavano, Fund Strategy and Counsel – Audax Group (EP.08)
Sep 12, 2023
Ken Meister, COO – Evanston Capital Management (EP.07)
Aug 29, 2023
Bipsync at UVIMCO (EP.06)
Aug 24, 2023
Scott Pomfret, Best Practices in Fund Compliance (EP.05)
Aug 15, 2023
Jenn Birmingham, COO – Princeton University Investment Company (EP.04)
Aug 01, 2023
[REPLAY] - Andrew Golden – Beyond the Long Term (Capital Allocators, EP.13)
Aug 01, 2023
Antoine Forterre, CFO – Man Group (EP.03)
Jul 18, 2023
Jennifer Choi, CEO – ILPA (EP.02)
Jul 18, 2023
Lauren Dillard, CFO – Vista Equity Partners (EP.01)
Jul 06, 2023
Welcome to Investment Management Operations
May 26, 2023