Investment Management Operations podcast

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.

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.

 

#68

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

John Polis is the Chief Operating Officer and Chief Technology Officer at Star Mountain Ca... more

18 Nov 2025

39 MINS

39:22

18 Nov 2025


#67

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

Chester Dawes is the COO and CFO at Palistar Capital, an alternative asset manager focused... more

04 Nov 2025

41 MINS

41:34

04 Nov 2025


#66

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

Melissa Stolfi is the Executive Vice President and Global COO of TCW, a leading global inv... more

21 Oct 2025

40 MINS

40:48

21 Oct 2025


#65

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

Brian Douglas is the CEO of Graham Capital, one of the longest running macro investors.Goi... more

07 Oct 2025

45 MINS

45:55

07 Oct 2025


#64

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

Running and scaling a global fund group has its challenges. So when I was asking who I sho... more

23 Sep 2025

45 MINS

45:21

23 Sep 2025


#63

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

Ryan Ripp is the co-president and COO at Flat Rock Global, an alternative credit manager s... more

09 Sep 2025

40 MINS

40:14

09 Sep 2025


#62

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

Ryan Teal is a Partner and Head of Operational Due Diligence at Albourne, a global investm... more

26 Aug 2025

50 MINS

50:05

26 Aug 2025


#61

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

Ashley Sweren is the COO and CCO at Standard Crypto, a venture capital firm focused on cry... more

12 Aug 2025

37 MINS

37:35

12 Aug 2025


#60

David Brenner, COO – TIFF (EP.56)

David Brenner is the COO of TIFF Investment Management, an OCIO for nonprofit organization... more

29 Jul 2025

43 MINS

43:35

29 Jul 2025


#59

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

Heather Kennedy Miner is the COO at Advent International, one of the largest private equit... more

08 Jul 2025

55 MINS

55:47

08 Jul 2025


#58

Kent Collier, CEO – Octus (EP.54)

Kent Collier is the CEO of Octus, the leading voice in data and intelligence for the credi... more

24 Jun 2025

42 MINS

42:37

24 Jun 2025


#57

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

Reena Jashnani-Slusarz is the chief operating officer and General Counsel at Juniper Hill,... more

10 Jun 2025

43 MINS

43:23

10 Jun 2025


#56

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

Letti de Little is the Chief Compliance Officer for Grain Management, a private equity fir... more

27 May 2025

45 MINS

45:01

27 May 2025


#55

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

John Fitzpatrick is a Senior Managing Director and Chief Technology Officer of Alternative... more

13 May 2025

40 MINS

40:47

13 May 2025


#54

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

Melissa Dickerson is the Managing Director of Operations and CFO at Genstar Capital,  a pr... more

29 Apr 2025

43 MINS

43:47

29 Apr 2025


#53

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

Scott Farden is the COO of Nonantum Capital Partners, a Boston-based private equity firm t... more

15 Apr 2025

48 MINS

48:05

15 Apr 2025


#52

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

We can’t ignore the fact that AI is playing an increasing role in our day-to-day lives. Bu... more

18 Mar 2025

46 MINS

46:53

18 Mar 2025


#51

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

Rob McGrail is General Counsel and CCO for DUMAC, the management company for Duke Universi... more

04 Mar 2025

32 MINS

32:12

04 Mar 2025


#50

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

Emi Larson is the COO of UCLA‘s endowment.   Emi shares what it’s like going from an ops r... more

14 Jan 2025

43 MINS

43:48

14 Jan 2025


#49

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

Eric Wortman is the COO and CCO of Stable, a GP stakes firm with over $4.5B in assets. If ... more

31 Dec 2024

34 MINS

34:31

31 Dec 2024


#48

Mike Peltier, COO – VCIMCO (EP.44)

Mike Peltier is the COO of VCU Investment Management Company, supporting Virginia Commonwe... more

17 Dec 2024

30 MINS

30:32

17 Dec 2024


#47

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

Ron Lanen is a Partner, Chief Administrative Officer, and General Counsel at HighVista Str... more

03 Dec 2024

37 MINS

37:09

03 Dec 2024


#46

Troy Pospisil, CEO – Ontra (EP.42)

This Sponsored Insight features Troy Pospisil, CEO of Ontra, a legaltech firm created for ... more

19 Nov 2024

43 MINS

43:49

19 Nov 2024


#45

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

Richey Reneberg is the Global Co-Head of Investor Relations and Marketing at Taconic Capit... more

05 Nov 2024

30 MINS

30:10

05 Nov 2024


#44

Neal Pawar, COO – Enfusion (EP.40)

This Sponsored Insight features Neal Pawar, the COO of Enfusion, a SaaS platform that comb... more

22 Oct 2024

54 MINS

54:01

22 Oct 2024


#43

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

Kevin Moran is the COO of AlTi Tiedemann Global, a publicly traded multi-family office and... more

08 Oct 2024

38 MINS

38:48

08 Oct 2024


#42

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

Dan Ricci is the Head of Information Systems at Prime Buchholz, an independent investment ... more

24 Sep 2024

35 MINS

35:41

24 Sep 2024


#41

Hal Liebes, COO – Alger (EP.37)

Hal Liebes is the COO of Alger, an investment firm known for its bottom-up fundamental res... more

10 Sep 2024

49 MINS

49:07

10 Sep 2024