Investment Management Operations
By Ted Seides – Allocator and Asset Management Expert
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Category: Investing
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Subscribers: 11
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Episodes: 81
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 |
|---|---|
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Matt Shaia, Director of Investment Operations – Brockenbrough (EP.75)
|
May 05, 2026 |
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Sloane Payne, COO, & David Joerger, CCO – WCM Investment Management (EP.74)
|
Apr 21, 2026 |
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Henry Ward, CEO – Carta (EP.73)
|
Apr 07, 2026 |
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Griff Norville, Head of Technology Solutions – Hamilton Lane (EP.72)
|
Mar 24, 2026 |
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Stuart Chapman, Director & Head of ODD – Strategic Investment Group (EP.71)
|
Mar 10, 2026 |
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Alex Harstrick & Jonathan Bronson, Co-Founders – J2 Ventures (EP.70)
|
Feb 03, 2026 |
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David Li, CTO – WashU IMC (EP.69)
|
Jan 20, 2026 |
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[REPLAY] Scott Wilson – Concentrated Investing at Washington University-St. Louis (Capital Allocators, EP. 159)
|
Jan 20, 2026 |
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Bill Krueger, CTO – Yale Investments (EP.68)
|
Jan 06, 2026 |
|
Graeme Faulds, CEO – Bipsync (EP.67)
|
Dec 16, 2025 |
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[REPLAY] Bipsync at UVIMCO (EP.06)
|
Dec 16, 2025 |
|
Eric Levin, CTO – GCM Grosvenor (EP.66)
|
Dec 09, 2025 |
|
Ryan Eisenman, Co-Founder & CEO – Arch (EP.65)
|
Dec 02, 2025 |
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John Polis, COO & CTO – Star Mountain Capital (EP.64)
|
Nov 18, 2025 |
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Chester Dawes, COO & CFO – Palistar Capital (EP.63)
|
Nov 04, 2025 |
|
Melissa Stolfi, Global COO – TCW (EP.62)
|
Oct 21, 2025 |
|
Brian Douglas, CEO – Graham Capital (EP.61)
|
Oct 07, 2025 |
|
Lisa Dallmer, COO – Dimensional Fund Advisors (EP.60)
|
Sep 23, 2025 |
|
Ryan Ripp, COO – Flat Rock Global (EP.59)
|
Sep 09, 2025 |
|
Ryan Teal, Head of ODD – Albourne (EP.58)
|
Aug 26, 2025 |
|
Ashley Sweren, COO/CCO – Standard Crypto (EP.57)
|
Aug 12, 2025 |
|
David Brenner, COO – TIFF (EP.56)
|
Jul 29, 2025 |
|
Heather Kennedy Miner, COO – Advent International (EP.55)
|
Jul 08, 2025 |
|
Kent Collier, CEO – Octus (EP.54)
|
Jun 24, 2025 |
|
Reena Jashnani-Slusarz, COO & GC – Juniper Hill Capital Management (EP.53)
|
Jun 10, 2025 |
|
Letti de Little, CCO – Grain Management (EP.52)
|
May 27, 2025 |
|
John Fitzpatrick, Sr. Managing Director & CTO AAMT – Blackstone (EP.51)
|
May 13, 2025 |
|
Melissa Dickerson, MD Operations & CFO – Genstar Capital (EP.50)
|
Apr 29, 2025 |
|
Scott Farden, COO – Nonantum Capital (EP.49)
|
Apr 15, 2025 |
|
Kathleen Servidea, GC & CCO – Gallatin Point Capital (EP.48)
|
Mar 18, 2025 |
|
Rob McGrail, GC and CCO – DUMAC (EP.47)
|
Mar 04, 2025 |
|
Emi Larson, COO – UCLA Investment Company (EP.46)
|
Jan 14, 2025 |
|
Eric Wortman, COO & CCO – Stable (EP.45)
|
Dec 31, 2024 |
|
Mike Peltier, COO – VCIMCO (EP.44)
|
Dec 17, 2024 |
|
Ron Landen, CAO & GC – HighVista Strategies (EP.43)
|
Dec 03, 2024 |
|
Troy Pospisil, CEO – Ontra (EP.42)
|
Nov 19, 2024 |
|
Richey Reneberg, Co-Head of Investor Relations – Taconic Capital (EP.41)
|
Nov 05, 2024 |
|
Neal Pawar, COO – Enfusion (EP.40)
|
Oct 22, 2024 |
|
Kevin Moran, COO – AlTi Tiedemann Global (EP.39)
|
Oct 08, 2024 |
|
Dan Ricci, Head of Information Systems – Prime Buchholz (EP.38)
|
Sep 24, 2024 |
|
Hal Liebes, COO – Alger (EP.37)
|
Sep 10, 2024 |
|
Jim La Creta, CTO – Brandeis University (EP.36)
|
Aug 27, 2024 |
|
Adam Weinstein, COO & CFO – New Mountain Capital (EP.35)
|
Aug 13, 2024 |
|
Steven Schwab, GC and CCO – Thoma Bravo (EP.34)
|
Jul 30, 2024 |
|
Nicole Adrien, Chief Product Officer & Global Head of Client Relations – Oaktree Capital Management (EP.33)
|
Jul 02, 2024 |
|
Taimur Hyat, COO – PGIM (EP.32)
|
Jun 18, 2024 |
|
Hank Boughner, CEO – Dynamo Software (EP.31)
|
Jun 13, 2024 |
|
Darshan Desai, COO – Beach Point Capital Management (EP.30)
|
Jun 04, 2024 |
|
Amy Knapp, COO – Corsair Capital (EP.29)
|
May 21, 2024 |
|
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 |