Investment Management Operations podcast

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Sisällön tarjoaa Ted Seides – Allocator and Asset Management Expert, Ted Seides – Allocator, and Asset Management Expert. Ted Seides – Allocator and Asset Management Expert, Ted Seides – Allocator, and Asset Management Expert tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.

<div class="span index">1</div> <span><a class="" data-remote="true" data-type="html" href="/series/the-vanished">The Vanished</a></span>

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The Vanished

Lopeta tilaus

6 weeks sitten6w ago

Lopeta tilaus

Kuukausittain

Join us on a journey into the perplexing world of disappearances, where individuals vanish without a trace, leaving behind a void filled with questions and speculation.

Investment Management Operations

Jaa

Sarjan koti•Feed

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.

53 jaksoa

#Trading #Business #Ted Seides – Allocator and Asset Management Expert #Asset Management Expert #Ted Seides – Allocator

Investment Management Operations

updated 5 päivää sitten

Jaa

Sarjan koti•Feed

53 jaksoa

#Trading #Business #Ted Seides – Allocator and Asset Management Expert #Asset Management Expert #Ted Seides – Allocator

Todos los episodios

1
Rob McGrail, GC and CCO – DUMAC (EP.47) 32:12

5 päivää sitten32:12

Toista Myöhemmin

Listat

Tykkää

Tykätty

32:12

Rob McGrail is General Counsel and CCO for DUMAC, the management company for Duke University As one of the world’s leading endowment managers, Rob shares his career evolution from being the first lawyer at DUMAC, how to create strong team dynamics when closing deals and how the operational investment process has evolved over time. We cover best practices when working with established and emerging managers and the evolution of the technical and reporting requirements across direct fund investing, separate accounts and co-investments. Learn More Follow Capital Allocators at @tseides or LinkedIn Subscribe to the mailing list Access transcript with Premium Membership…

1
Emi Larson, COO – UCLA Investment Company (EP.46) 43:48

8 weeks sitten43:48

43:48

Emi Larson is the COO of UCLA‘s endowment. Emi shares what it’s like going from an ops role at an emerging market manager to a hedge fund of funds and how it led to a COO role of a well-known university. We cover how to make that leap from Director of Operations to the COO seat and the key skills needed for that position. We tackle how non-profits keep up with growing business complexity, the challenges with West Coast hiring and how overbuilding select parts of your tech stack can help you scale. I would like to note that we recorded this not long before the fires engulfed Los Angeles. With UCLA being is in the heart of LA, our hearts are with the folks out there. Here is a link to donate to the LAFD Foundation. Learn More Follow Capital Allocators at @tseides or LinkedIn Subscribe to the mailing list Access transcript with Premium Membership…

1
Eric Wortman, COO & CCO – Stable (EP.45) 34:31

10 weeks sitten34:31

34:31

Eric Wortman is the COO and CCO of Stable, a GP stakes firm with over $4.5B in assets. If you are an emerging manager or thinking about spinning out, this is the episode for you. As people will tell you, building your own firm and team is vastly different than managing a portfolio. We cover the fuzzy topic of what it means to be “institutional”, how to select the right service providers, critical tech, talent acquisition and other foundational areas of launching a firm. We then tackle best practices on designing a repeatable sales process, the importance of branding and common areas that slow down early-stage managers. Take Capital Allocator’s Audience Engagement Survey Learn More Follow Capital Allocators at @tseides or LinkedIn Subscribe to the mailing list Access transcript with Premium Membership…

1
Mike Peltier, COO – VCIMCO (EP.44) 30:32

12 weeks sitten30:32

30:32

Mike Peltier is the COO of VCU Investment Management Company, supporting Virginia Commonwealth University and its related entities in Richmond, Virginia. Virginia Commonwealth University is pioneering what it means to be a public research university while remaining focused on innovation, diversity, and access in the Commonwealth and beyond. Mike shares lessons learned from his audit and tax background helped him lead the operations of the investment office. We discuss the key pillars of the tech stack and some unique ways to leverage common technology to create efficiency. Mike discusses AI use cases you can use today that reduces the friction with investment and operations teams of all sizes. We then turn to outsourcing service providers and the importance of building personal networks to stay on top of an ever-changing industry. Take Capital Allocator’s Audience Engagement Survey Learn More Follow Capital Allocators at @tseides or LinkedIn Subscribe to the mailing list Access transcript with Premium Membership…

1
Ron Landen, CAO & GC – HighVista Strategies (EP.43) 37:09

14 weeks sitten37:09

37:09

Ron Lanen is a Partner, Chief Administrative Officer, and General Counsel at HighVista Strategies, an alternative asset manager with approximately $11 billion in assets. Given the uptick in M&A activity, I was interested in getting Ron’s input following their acquisition of abrdn’s US private markets business. Ron’s background makes him uniquely positioned to share best practices with acquiring another investment firm. He shares how the organization effectively doubled in headcount and assets and the implications on legal, IR and operations. We also talk about the importance of culture, integration, hiring for range and the “knock on” effects of managing new service providers. Take Capital Allocator’s Audience Engagement Survey Learn More Follow Capital Allocators at @tseides or LinkedIn Subscribe to the mailing list Access transcript with Premium Membership…

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Troy Pospisil, CEO – Ontra (EP.42) 43:49

16 weeks sitten43:49

43:49

This Sponsored Insight features Troy Pospisil, CEO of Ontra, a legaltech firm created for the private markets industry. It was great sitting down with Troy to talk about the evolution of how legal and compliance workflows are going digital. We cover his career from management consulting to the investment team at H.I.G. Capital where he saw a glaring need for better solutions with doing deals and raising funds. We discuss product development opportunities and challenges, multi-stakeholder engagements and how digital-native leaders are embracing software to speed up fund closings at a lower cost and compliance risk. Take Capital Allocator’s Audience Engagement Survey Learn More Follow Capital Allocators at @tseides or LinkedIn Subscribe to the mailing list Access transcript with Premium Membership…

1
Richey Reneberg, Co-Head of Investor Relations – Taconic Capital (EP.41) 30:10

18 weeks sitten30:10

30:10

Richey Reneberg is the Global Co-Head of Investor Relations and Marketing at Taconic Capital, a global event driven alternatives manager founded in 1999 by former Goldman Sachs Partners, Frank Brosens and Ken Brody. Richey’s career path into the industry is atypical so I was excited to share his story. Prior to joining Taconic in 2000, Richey spent thirteen years competing on the professional tennis circuit reaching a career high of #20 in the world in singles and #1 in the world in doubles. He was a five-time member of the US Davis Cup Team and represented the United States in the 1996 Olympics. Richey shares how personal connections created an opportunity into the investment industry and how skills learned on the court transferred to the business world. We then uncover some best practices through the lens of an IR person. Whether you are engaging with a GP on ODD or monitoring a manager in your portfolio, Richey provides some insights from his 20 years in the business on how to create strong GP and LP relationships. Take Capital Allocator’s Audience Engagement Survey Learn More Follow Capital Allocators at @tseides or LinkedIn Subscribe to the mailing list Access transcript with Premium Membership…

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Neal Pawar, COO – Enfusion (EP.40) 54:01

20 weeks sitten54:01

54:01

This Sponsored Insight features Neal Pawar, the COO of Enfusion, a SaaS platform that combines front, middle and back office in a unified trading system. We cover Neal’s time at some of the world’s top hedge funds and how it informed his decision to build technology for the industry. We talk about the tradeoffs of working for both big and small firms and how decisions on your tech stack changes as your firm grows. We then discuss the evolution of trade order management systems and how the golden copy of data is crucial for building end to end collaboration platforms bringing together portfolio management, operations and client service Learn More Follow Capital Allocators at @tseides or LinkedIn Subscribe to the mailing list Access transcript with Premium Membership…

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Kevin Moran, COO – AlTi Tiedemann Global (EP.39) 38:48

22 weeks sitten38:48

38:48

Kevin Moran is the COO of AlTi Tiedemann Global, a publicly traded multi-family office and alternatives firm with over $72B in assets. Kevin shares his insights on how AlTi has grown over time creating a UHNW service offering to meet the growing and evolving needs of its clients. He shares his thoughts on M&A as a function of organic growth, unique investment strategies, and strategic succession planning. We also cover the sales process for the UHNW space and how to apply client service on a global basis with a local touch. Learn More Follow Capital Allocators at @tseides or LinkedIn Subscribe to the mailing list Access transcript with Premium Membership…

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Dan Ricci, Head of Information Systems – Prime Buchholz (EP.38) 35:41

24 weeks sitten35:41

35:41

Dan Ricci is the Head of Information Systems at Prime Buchholz, an independent investment consultant and OCIO founded in 1988. If you are building or buying software, this is the episode. Dan shares how they built Prime Plus, an investment analytics tool that is used by their investment consultants and their clients. Dan shares his thoughts on a wide range of topics with regard to fintech. We cover going digital with investment committee reporting and when to leverage channel partners to bolt on third party SaaS to your native applications. We then discuss the future of investment statistics and why he likes being an early adopter of SaaS but also sees good use cases with later stage and mature technology solutions. Learn More Follow Capital Allocators at @tseides or LinkedIn Subscribe to the mailing list Access transcript with Premium Membership…

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Hal Liebes, COO – Alger (EP.37) 49:07

26 weeks sitten49:07

49:07

Hal Liebes is the COO of Alger, an investment firm known for its bottom-up fundamental research process that was founded in 1964. Hal joined Alger in 2005 as they were rebuilding the firm after losing 35 of its 55 employees on 9/11. Hal shares how curiosity and knowing how you work is crucial for finding the right type of role for career happiness. We talk about the role of the COO and the myriad of issues he faces on a daily basis: how to build consensus, selecting new service providers, and best practices on the common challenges with merging and managing people-based businesses. We then turn to how Alger has evolved over time with a number of strategic efforts across products, acquisitions and a global eye towards distribution. Learn More Follow Capital Allocators at @tseides or LinkedIn Subscribe to the mailing list Access transcript with Premium Membership…

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Jim La Creta, CTO – Brandeis University (EP.36) 33:22

28 weeks sitten33:22

33:22

Jim La Creta is the Chief Technology and Information Officer for Brandeis University. Jim shares a fascinating and different perspective on technology for an investment office and university broadly. We discuss his career path at Brandeis which started at the help desk 21 years ago to the CTO seat. He shares how he partners with the investment committee and the CIO to assess risk with new technology and information security for its investment office. We also discussed common challenges and how to partner with technology teams for better outcomes when selecting technology. In addition to being a CTO, Jim is an adjunct professor in organizational leadership at Brandeis. I found this interesting because there is no playbook for leadership, but Jim shares his lessons learned about leading teams today, the impact of going hybrid and creating teams built for flexibility. Learn More Follow Capital Allocators at @tseides or LinkedIn Subscribe to the mailing list Access transcript with Premium Membership…

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Adam Weinstein, COO & CFO – New Mountain Capital (EP.35) 50:27

30 weeks sitten50:27

50:27

Adam Weinstein is a Managing Director, COO, and CFO of New Mountain Capital, a $50 billion private equity firm focused on middle market buyout, credit, and net lease strategies. I really enjoyed this conversation because we focused on two critical elements of building investment firms: people and process. Adam discusses their investment committee governance process that seeks to foster broad input from the team to mitigate errors and promote consistency. We also uncover some of the challenges in group decision making and why New Mountain is opposed to the term “back office.” We then dig into how inclusiveness drives performance reviews, compensation structures and how to develop a mentor program. Learn More Follow Capital Allocators at @tseides or LinkedIn Subscribe to the mailing list Access transcript with Premium Membership…

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Steven Schwab, GC and CCO – Thoma Bravo (EP.34) 37:41

32 weeks sitten37:41

37:41

Steven Schwab is the GC and CCO for Thoma Bravo, a $142 billion private equity firm that invests in growing software and technology companies. Prior to joining Thoma Bravo in 2015, Steven practiced law at Winston and Strawn and Katten Munchin. Steven shares how to make best use of your legal resources. He shares his thoughts on when to bring legal in-house, how to get the most out of your outside counsel, and why they opted to combine the GC and CCO roles. We also discuss the current state of fundraising and how LPs are interacting with GPs. Learn More Follow Capital Allocators at @tseides or LinkedIn Subscribe to the mailing list Access transcript with Premium Membership…

1
Nicole Adrien, Chief Product Officer & Global Head of Client Relations – Oaktree Capital Management (EP.33) 44:09

36 weeks sitten44:09

44:09

Nicole Adrien is the Chief Product Officer and Global Head of Client Relations at Oaktree Capital. If you work directly with clients and prospects, this is the conversation for you. Nicole discusses her career path beginnings at Goldman Sachs, and how she turned a summer internship during business school into a career at Oaktree. Working with clients today is all about transparency, speed, and accuracy. We discuss how exogenous factors from the GFC have shaped client demands and how Oaktree transformed its business to meet these new requirements. We discuss the continuous demand of portfolio and company information and the “multiplier effect” from the increasing level of sophistication within the industry. We close with how Oaktree builds new products today, what a good prospect meeting looks like, and how Oaktree hires and instills culture and values. It's worth noting - this year, Nicole was named to 50/50 Women on Boards’ second annual 50 Women to Watch for Boards list, which highlights exceptionally qualified women leaders from various sectors across North America. Learn More Follow Capital Allocators at @tseides or LinkedIn Subscribe to the mailing list Access transcript with Premium Membership…

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