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All Episodes

Investment Management Operations — 81 episodes

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Title
1

Matt Shaia, Director of Investment Operations – Brockenbrough (EP.75)

2

Sloane Payne, COO, & David Joerger, CCO – WCM Investment Management (EP.74)

3

Henry Ward, CEO – Carta (EP.73)

4

Griff Norville, Head of Technology Solutions – Hamilton Lane (EP.72)

5

Stuart Chapman, Director & Head of ODD – Strategic Investment Group (EP.71)

6

Alex Harstrick & Jonathan Bronson, Co-Founders – J2 Ventures (EP.70)

7

David Li, CTO – WashU IMC (EP.69)

8

[REPLAY] Scott Wilson – Concentrated Investing at Washington University-St. Louis (Capital Allocators, EP. 159)

9

Bill Krueger, CTO – Yale Investments (EP.68)

10

Graeme Faulds, CEO – Bipsync (EP.67)

11

[REPLAY] Bipsync at UVIMCO (EP.06)

12

Eric Levin, CTO – GCM Grosvenor (EP.66)

13

Ryan Eisenman, Co-Founder & CEO – Arch (EP.65)

14

John Polis, COO & CTO – Star Mountain Capital (EP.64)

15

Chester Dawes, COO & CFO – Palistar Capital (EP.63)

16

Melissa Stolfi, Global COO – TCW (EP.62)

17

Brian Douglas, CEO – Graham Capital (EP.61)

18

Lisa Dallmer, COO – Dimensional Fund Advisors (EP.60)

19

Ryan Ripp, COO – Flat Rock Global (EP.59)

20

Ryan Teal, Head of ODD – Albourne (EP.58)

21

Ashley Sweren, COO/CCO – Standard Crypto (EP.57)

22

David Brenner, COO – TIFF (EP.56)

23

Heather Kennedy Miner, COO – Advent International (EP.55)

24

Kent Collier, CEO – Octus (EP.54)

25

Reena Jashnani-Slusarz, COO & GC – Juniper Hill Capital Management (EP.53)

26

Letti de Little, CCO – Grain Management (EP.52)

27

John Fitzpatrick, Sr. Managing Director & CTO AAMT – Blackstone (EP.51)

28

Melissa Dickerson, MD Operations & CFO – Genstar Capital (EP.50)

29

Scott Farden, COO – Nonantum Capital (EP.49)

30

Kathleen Servidea, GC & CCO – Gallatin Point Capital (EP.48)

31

Rob McGrail, GC and CCO – DUMAC (EP.47)

32

Emi Larson, COO – UCLA Investment Company (EP.46)

33

Eric Wortman, COO & CCO – Stable (EP.45)

34

Mike Peltier, COO – VCIMCO (EP.44)

35

Ron Landen, CAO & GC – HighVista Strategies (EP.43)

36

Troy Pospisil, CEO – Ontra (EP.42)

37

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

38

Neal Pawar, COO – Enfusion (EP.40)

39

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

40

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

41

Hal Liebes, COO – Alger (EP.37)

42

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

43

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

44

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

45

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

46

Taimur Hyat, COO – PGIM (EP.32)

47

Hank Boughner, CEO – Dynamo Software (EP.31)

48

Darshan Desai, COO – Beach Point Capital Management (EP.30)

49

Amy Knapp, COO – Corsair Capital (EP.29)

50

Nasdaq Solovis at Verger Capital (EP.28)

51

[REPLAY] Jim Dunn – Protect, Perform, Provide (Capital Allocators, EP.24)

52

Karl Sprules, COO – AllianceBernstein (EP.27)

53

Michael Lukasek, Managing Director – University of Pennsylvania (EP.26)

54

Lawrence Miller, CTO – Wilshire (EP.25)

55

Kenneth Onorio, CFO/COO – Eagle Point Credit Company (EP.24)

56

Terry Thompson, COO – Berkshire Partners (EP.23)

57

Jason Ment, COO - StepStone Group (EP.22)

58

Intelligo at Stonehaven Partners (EP.21)

59

Stephen Baranowski, Head of Client Ops – Adams Street Partners (EP.20)

60

Stephanie Withers, Senior Manager Investment Operations – W.K. Kellogg Foundation (EP.19)

61

Beth Gilje, Founder – Union Park Consulting (EP.18)

62

Shaun Ng, COO – Cleveland Clinic Investment Office (EP.17)

63

Frank Perez, MD, Head of ODD – Makena Capital (EP.16)

64

Dan Houlihan, CEO – STP Investment Services (EP.15)

65

Ashok Raju, COO – VR Capital Group (EP.14)

66

Danielle Roseman, COO – Lazard Family Office Services (EP.13)

67

Bryan Corbett, CEO – Managed Funds Association (EP.12)

68

Maarika Paul, CFO & COO – CDPQ (EP.11)

69

Gordon Barnes, EVP Portfolio Strategies – Bain Capital (EP.10)

70

[REPLAY] Colin Campbell – The Case for Environmental Markets (Climate Solutions EP.3, Capital Allocators EP.302)

71

Sean Arp, COO – University of Wisconsin Foundation (EP.09)

72

Byron Pavano, Fund Strategy and Counsel – Audax Group (EP.08)

73

Ken Meister, COO – Evanston Capital Management (EP.07)

74

Bipsync at UVIMCO (EP.06)

75

Scott Pomfret, Best Practices in Fund Compliance (EP.05)

76

Jenn Birmingham, COO – Princeton University Investment Company (EP.04)

77

[REPLAY] - Andrew Golden – Beyond the Long Term (Capital Allocators, EP.13)

78

Antoine Forterre, CFO – Man Group (EP.03)

79

Jennifer Choi, CEO – ILPA (EP.02)

80

Lauren Dillard, CFO – Vista Equity Partners (EP.01)

81

Welcome to Investment Management Operations