Investment Management Operations

By: Ted Seides – Allocator and Asset Management Expert
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  • Summary

  • 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.
    © Capital Allocators
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Economics Personal Finance
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Episodes
  • Emi Larson, COO – UCLA Investment Company (EP.46)

    Emi Larson, COO – UCLA Investment Company (EP.46)
    Jan 14 2025
    Emi Larson is the COO of UCLA‘s endowment. Emi shares what it’s like going from an ops role at an emerging market manager to a hedge fund of funds and how it led to a COO role of a well-known university. We cover how to make that leap from Director of Operations to the COO seat and the key skills needed for that position. We tackle how non-profits keep up with growing business complexity, the challenges with West Coast hiring and how overbuilding select parts of your tech stack can help you scale. I would like to note that we recorded this not long before the fires engulfed Los Angeles. With UCLA being is in the heart of LA, our hearts are with the folks out there. Here is a link to donate to the LAFD Foundation. Learn More Follow Capital Allocators at @tseides or LinkedIn Subscribe to the mailing list Access transcript with Premium Membership
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    44 mins
  • Eric Wortman, COO & CCO – Stable (EP.45)

    Eric Wortman, COO & CCO – Stable (EP.45)
    Dec 31 2024
    Eric Wortman is the COO and CCO of Stable, a GP stakes firm with over $4.5B in assets. If you are an emerging manager or thinking about spinning out, this is the episode for you. As people will tell you, building your own firm and team is vastly different than managing a portfolio. We cover the fuzzy topic of what it means to be “institutional”, how to select the right service providers, critical tech, talent acquisition and other foundational areas of launching a firm. We then tackle best practices on designing a repeatable sales process, the importance of branding and common areas that slow down early-stage managers. 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
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    35 mins
  • Mike Peltier, COO – VCIMCO (EP.44)

    Mike Peltier, COO – VCIMCO (EP.44)
    Dec 17 2024
    Mike Peltier is the COO of VCU Investment Management Company, supporting Virginia Commonwealth University and its related entities in Richmond, Virginia. Virginia Commonwealth University is pioneering what it means to be a public research university while remaining focused on innovation, diversity, and access in the Commonwealth and beyond. Mike shares lessons learned from his audit and tax background helped him lead the operations of the investment office. We discuss the key pillars of the tech stack and some unique ways to leverage common technology to create efficiency. Mike discusses AI use cases you can use today that reduces the friction with investment and operations teams of all sizes. We then turn to outsourcing service providers and the importance of building personal networks to stay on top of an ever-changing industry. 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
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    31 mins

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