Hosted by Unknown Host · 🇺🇸 US · EN · 84 episodes
Established thought leaders with verified media credentials.
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 .
Unknown Host hosts Investment Management Operations, a business show with 84 episodes published.
Mike 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. Shaw, Elliott, Canyon, and Caxton. Mike takes
Glen 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 sacrificing the trust and partnership of
Adam 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 firm focused on investing in private equity
Cesar 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 an enterprise level. In today’s conversatio
Matt 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 and ultra-high-net-worth families. One of
Sloane 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 something unique – a firm culture that actually g
Henry 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 path to building private market infrastructur
Griff 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 landscape that is moving faster than ever
Stuart 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 clients. Operational due diligence doesn’t always get the s
Alex 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 tech. A common question we often get is “how d
David Li is the CTO at Washington University Investment Management Company, where he’s led a lean, data‑driven build of the endowment’s tech stack. David’s path runs from Harvard Management Company to independent consult
Scott Wilson is the CIO at Washington University of St. Louis, where he oversees a $10 billion endowment. Scott joined Wash U three years ago from Grinnell College, where he learned a completely different style of endowm
Bill Krueger is the CTO at Yale’s Investment Office. Bill’s unconventional path spans defense contracting, tech consulting, and a 13-year run at Bridgewater Associates before landing at Yale. Bill shares how to operate i
Graeme Faulds is the CEO of Bipsync, a leading provider of modern research management software. Graeme spent 15 years as a private markets investor before building and selling his first fintech company, then ultimately s
Today’s Sponsored Insight highlights Bipsync, the research management software that helps asset owners and managers optimize pre- and post-investment decision making. We spoke with Annie Kerns and Blake Fischer from th
Eric is the Chief Technology Officer at GCM Grosvenor, a global leader in alternative investments. Eric’s career path has taken him from starting as an ethical hacker at Deloitte, to leading technology and product innova
Ryan Eisenman is the CEO and co-founder of Arch, a tech platform redefining how allocators manage their private investments through what he calls the “Schwab for private markets”. Ryan shares his journey on how he met hi
John Polis is the Chief Operating Officer and Chief Technology Officer at Star Mountain Capital. John’s career path has led him to play a pivotal role in transforming Star Mountain in private credit in the lower middle m
Chester Dawes is the COO and CFO at Palistar Capital, an alternative asset manager focused on investing in the future of mission critical digital infrastructure. Launching and growing a private equity firm is not easy. I
Melissa Stolfi is the Executive Vice President and Global COO of TCW, a leading global investment management firm with over $200 billion in assets. Being competitive in the global asset management space is an ongoing eff
Henry Ward
CEO and Co-founder of Carta · Carta
1 appearance on this show
David Li
Executive Director · Washington University Investment Management Company
1 appearance on this show
Scott Wilson
Senior Football Correspondent · Connecticut Citizens Defense League
1 appearance on this show
Ryan Eisenman
Co-Founder & CEO · Arch
1 appearance on this show
Brian Douglas
CEO · Graham Capital
1 appearance on this show
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Investment Management Operations is hosted by Unknown Host. The show is categorised under business (investing) and has published 84 episodes.
Investment Management Operations has published 84 episodes.
Investment Management Operations regularly covers business, investing. It sits in the business category, with a investing focus.
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Episodes of Investment Management Operations average 48 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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