Investment Management Operations

Ted Seides – Allocator and Asset Management Expert
  • 5.0 (15)
  • INVESTING
Investment Management Operations

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.

  1. NOV 5

    Richey Reneberg, Co-Head of Investor Relations – Taconic Capital

    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

    30 min

  2. OCT 22

    Neal Pawar, COO – Enfusion

    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

    54 min

  3. OCT 8

    Kevin Moran, COO – AlTi Tiedemann Global

    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

    39 min

  4. SEP 24

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

    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

    36 min

  5. SEP 10

    Hal Liebes, COO – Alger

    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

    49 min

  6. AUG 27

    Jim La Creta, CTO – Brandeis University

    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

    33 min

  7. AUG 13

    Adam Weinstein, COO & CFO – New Mountain Capital

    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

    50 min

  8. JUL 30

    Steven Schwab, GC and CCO – Thoma Bravo

    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

    38 min
See All (45)

Trailer

Ratings & Reviews

5
out of 5
15 Ratings

About

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.

Information

  • Creator
    Ted Seides – Allocator and Asset Management Expert
  • Years Active
    2023 - 2024
  • Episodes
    45
  • Rating
    Clean
  • Copyright
    © Capital Allocators
  • Show Website
    Investment Management Operations

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