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.

Reena Jashnani-Slusarz, COO & GC – Juniper Hill Capital Management (EP.53)
Jun 10, 2025 – 42:53
Letti de Little, CCO – Grain Management (EP.52)
May 27, 2025 – 45:01
John Fitzpatrick, Sr. Managing Director & CTO AAMT – Blackstone (EP.51)
May 13, 2025 – 40:47
Melissa Dickerson, MD Operations & CFO – Genstar Capital (EP.50)
Apr 29, 2025 – 43:47
Scott Farden, COO – Nonantum Capital (EP.49)
Apr 15, 2025 – 48:05
Kathleen Servidea, GC & CCO – Gallatin Point Capital (EP.48)
Mar 18, 2025 – 46:53
Rob McGrail, GC and CCO – DUMAC (EP.47)
Mar 4, 2025 – 32:12
Emi Larson, COO – UCLA Investment Company (EP.46)
Jan 14, 2025 – 43:48
Eric Wortman, COO & CCO – Stable (EP.45)
Dec 31, 2024 – 34:31
Mike Peltier, COO – VCIMCO (EP.44)
Dec 17, 2024 – 30:32
Ron Landen, CAO & GC – HighVista Strategies (EP.43)
Dec 3, 2024 – 37:09
Troy Pospisil, CEO – Ontra (EP.42)
Nov 19, 2024 – 43:49
Richey Reneberg, Co-Head of Investor Relations – Taconic Capital (EP.41)
Nov 5, 2024 – 30:10
Neal Pawar, COO – Enfusion (EP.40)
Oct 22, 2024 – 54:01
Kevin Moran, COO – AlTi Tiedemann Global (EP.39)
Oct 8, 2024 – 38:48
Dan Ricci, Head of Information Systems – Prime Buchholz (EP.38)
Sep 24, 2024 – 35:41
Hal Liebes, COO – Alger (EP.37)
Sep 10, 2024 – 49:07
Jim La Creta, CTO – Brandeis University (EP.36)
Aug 27, 2024 – 33:22
Adam Weinstein, COO & CFO – New Mountain Capital (EP.35)
Aug 13, 2024 – 50:27
Steven Schwab, GC and CCO – Thoma Bravo (EP.34)
Jul 30, 2024 – 37:41
Nicole Adrien, Chief Product Officer & Global Head of Client Relations – Oaktree Capital Management (EP.33)
Jul 2, 2024 – 44:09
Taimur Hyat, COO – PGIM (EP.32)
Jun 18, 2024 – 48:58
Hank Boughner, CEO – Dynamo Software (EP.31)
Jun 13, 2024 – 45:56
Darshan Desai, COO – Beach Point Capital Management (EP.30)
Jun 4, 2024 – 48:22
Amy Knapp, COO – Corsair Capital (EP.29)
May 21, 2024 – 37:11
Nasdaq Solovis at Verger Capital (EP.28)
May 16, 2024 – 33:59
[REPLAY] Jim Dunn – Protect, Perform, Provide (Capital Allocators, EP.24)
May 16, 2024 – 01:03:55
Karl Sprules, COO – AllianceBernstein (EP.27)
May 7, 2024 – 45:41
Michael Lukasek, Managing Director – University of Pennsylvania (EP.26)
Apr 23, 2024 – 40:14
Lawrence Miller, CTO – Wilshire (EP.25)
Apr 9, 2024 – 45:55
Kenneth Onorio, CFO/COO – Eagle Point Credit Company (EP.24)
Mar 26, 2024 – 34:54
Terry Thompson, COO – Berkshire Partners (EP.23)
Mar 12, 2024 – 37:39
Jason Ment, COO - StepStone Group (EP.22)
Feb 27, 2024 – 53:37
Intelligo at Stonehaven Partners (EP.21)
Feb 22, 2024 – 49:20
Stephen Baranowski, Head of Client Ops – Adams Street Partners (EP.20)
Feb 13, 2024 – 41:06
Stephanie Withers, Senior Manager Investment Operations – W.K. Kellogg Foundation (EP.19)
Jan 30, 2024 – 46:43
Beth Gilje, Founder – Union Park Consulting (EP.18)
Jan 16, 2024 – 55:23
Shaun Ng, COO – Cleveland Clinic Investment Office (EP.17)
Jan 2, 2024 – 47:25
Frank Perez, MD, Head of ODD – Makena Capital (EP.16)
Dec 19, 2023 – 01:12:02
Dan Houlihan, CEO – STP Investment Services (EP.15)
Dec 7, 2023 – 39:48
Ashok Raju, COO – VR Capital Group (EP.14)
Dec 5, 2023 – 48:31
Danielle Roseman, COO – Lazard Family Office Services (EP.13)
Nov 21, 2023 – 01:02:20
Bryan Corbett, CEO – Managed Funds Association (EP.12)
Nov 7, 2023 – 38:38
Maarika Paul, CFO & COO – CDPQ (EP.11)
Oct 24, 2023 – 42:15
Gordon Barnes, EVP Portfolio Strategies – Bain Capital (EP.10)
Oct 10, 2023 – 42:25
[REPLAY] Colin Campbell – The Case for Environmental Markets (Climate Solutions EP.3, Capital Allocators EP.302)
Oct 10, 2023 – 59:54
Sean Arp, COO – University of Wisconsin Foundation (EP.09)
Sep 26, 2023 – 33:46
Byron Pavano, Fund Strategy and Counsel – Audax Group (EP.08)
Sep 12, 2023 – 54:38
Ken Meister, COO – Evanston Capital Management (EP.07)
Aug 29, 2023 – 41:55
Bipsync at UVIMCO (EP.06)
Aug 24, 2023 – 44:29

Recent Reviews

unvoyageur

A good start to a new podcast

This podcast has the potential to become really interesting. The host is great, and I hope future guests include representatives from the big players (Vanguard, Blackrock, etc) for behind-the-scenes looks at how these organizations operate.