Investment Management Operations
Episodes
Matt Shaia, Director of Investment Operations – Brockenbrough (EP.75)
05 May 2026
Contributed by Lukas
Matt Shaia is a Managing Director and the Director of Investment Operations at Brockenbrough, a Richmond-based wealth management and OCIO firm serving...
Sloane Payne, COO, & David Joerger, CCO – WCM Investment Management (EP.74)
21 Apr 2026
Contributed by Lukas
Sloane Payne and Dave Joerger are the COO and CCO respectively at WCM Investment Management, an independent investment firm managing $120 billion in a...
Henry Ward, CEO – Carta (EP.73)
07 Apr 2026
Contributed by Lukas
Henry Ward is the CEO and co-founder of Carta, the platform that began as a cap table tool and has since evolved into what Henry describes as the ERP ...
Griff Norville, Head of Technology Solutions – Hamilton Lane (EP.72)
24 Mar 2026
Contributed by Lukas
Griff Norville is the Head of Technology Solutions at Hamilton Lane, one of the world’s largest alternative asset managers.Today’s investment lead...
Stuart Chapman, Director & Head of ODD – Strategic Investment Group (EP.71)
10 Mar 2026
Contributed by Lukas
Stuart Chapman is a Director and Head of Operational Due Diligence at Strategic Investment Group, a $30B OCIO serving a mix of pension, endowment, and...
Alex Harstrick & Jonathan Bronson, Co-Founders – J2 Ventures (EP.70)
03 Feb 2026
Contributed by Lukas
Alex Harstrick and Jonathan Bronson are the co-founders of J2 Ventures. J2 is an early-stage venture capital firm built at the intersection of the p...
David Li, CTO – WashU IMC (EP.69)
20 Jan 2026
Contributed by Lukas
David Li is the CTO at Washington University Investment Management Company, where he’s led a lean, data‑driven build of the endowment’s tech sta...
[REPLAY] Scott Wilson – Concentrated Investing at Washington University-St. Louis (Capital Allocators, EP. 159)
20 Jan 2026
Contributed by Lukas
Scott Wilson is the CIO at Washington University of St. Louis, where he oversees a $10 billion endowment. Scott joined Wash U three years ago from Gri...
Bill Krueger, CTO – Yale Investments (EP.68)
06 Jan 2026
Contributed by Lukas
Bill Krueger is the CTO at Yale’s Investment Office. Bill’s unconventional path spans defense contracting, tech consulting, and a 13-year run at...
Graeme Faulds, CEO – Bipsync (EP.67)
16 Dec 2025
Contributed by Lukas
Graeme Faulds is the CEO of Bipsync, a leading provider of modern research management software. Graeme spent 15 years as a private markets investor b...
[REPLAY] Bipsync at UVIMCO (EP.06)
16 Dec 2025
Contributed by Lukas
Today’s Sponsored Insight highlights Bipsync, the research management software that helps asset owners and managers optimize pre- and post-in...
Eric Levin, CTO – GCM Grosvenor (EP.66)
09 Dec 2025
Contributed by Lukas
Eric is the Chief Technology Officer at GCM Grosvenor, a global leader in alternative investments. Eric’s career path has taken him from starting as...
Ryan Eisenman, Co-Founder & CEO – Arch (EP.65)
02 Dec 2025
Contributed by Lukas
Ryan Eisenman is the CEO and co-founder of Arch, a tech platform redefining how allocators manage their private investments through what he calls the ...
John Polis, COO & CTO – Star Mountain Capital (EP.64)
18 Nov 2025
Contributed by Lukas
John Polis is the Chief Operating Officer and Chief Technology Officer at Star Mountain Capital. John’s career path has led him to play a pivotal...
Chester Dawes, COO & CFO – Palistar Capital (EP.63)
04 Nov 2025
Contributed by Lukas
Chester Dawes is the COO and CFO at Palistar Capital, an alternative asset manager focused on investing in the future of mission critical digital infr...
Melissa Stolfi, Global COO – TCW (EP.62)
21 Oct 2025
Contributed by Lukas
Melissa Stolfi is the Executive Vice President and Global COO of TCW, a leading global investment management firm with over $200 billion in assets.Bei...
Brian Douglas, CEO – Graham Capital (EP.61)
07 Oct 2025
Contributed by Lukas
Brian Douglas is the CEO of Graham Capital, one of the longest running macro investors.Going from CFO to the CEO seat is not a common route in our bus...
Lisa Dallmer, COO – Dimensional Fund Advisors (EP.60)
23 Sep 2025
Contributed by Lukas
Running and scaling a global fund group has its challenges. So when I was asking who I should talk to, Lisa's name came to the forefront.Her lens on t...
Ryan Ripp, COO – Flat Rock Global (EP.59)
09 Sep 2025
Contributed by Lukas
Ryan Ripp is the co-president and COO at Flat Rock Global, an alternative credit manager specializing in the junior tranches of CLOs.If you read anyth...
Ryan Teal, Head of ODD – Albourne (EP.58)
26 Aug 2025
Contributed by Lukas
Ryan Teal is a Partner and Head of Operational Due Diligence at Albourne, a global investment consulting firm.Ryan and I talk about the role of AI wit...
Ashley Sweren, COO/CCO – Standard Crypto (EP.57)
12 Aug 2025
Contributed by Lukas
Ashley Sweren is the COO and CCO at Standard Crypto, a venture capital firm focused on crypto, Web3, blockchain, and DeFi.With institutional investin...
David Brenner, COO – TIFF (EP.56)
29 Jul 2025
Contributed by Lukas
David Brenner is the COO of TIFF Investment Management, an OCIO for nonprofit organizations. Stepping into the COO role of an established manager tak...
Heather Kennedy Miner, COO – Advent International (EP.55)
08 Jul 2025
Contributed by Lukas
Heather Kennedy Miner is the COO at Advent International, one of the largest private equity firms in the US. I enjoyed sitting down with Heathe...
Kent Collier, CEO – Octus (EP.54)
24 Jun 2025
Contributed by Lukas
Kent Collier is the CEO of Octus, the leading voice in data and intelligence for the credit markets. It was exciting to sit down with Kent to hear ab...
Reena Jashnani-Slusarz, COO & GC – Juniper Hill Capital Management (EP.53)
10 Jun 2025
Contributed by Lukas
Reena Jashnani-Slusarz is the chief operating officer and General Counsel at Juniper Hill, a multifamily office based in Menlo Park, California. I ...
Letti de Little, CCO – Grain Management (EP.52)
27 May 2025
Contributed by Lukas
Letti de Little is the Chief Compliance Officer for Grain Management, a private equity firm that invests in telecom, infrastructure, and wireless spec...
John Fitzpatrick, Sr. Managing Director & CTO AAMT – Blackstone (EP.51)
13 May 2025
Contributed by Lukas
John Fitzpatrick is a Senior Managing Director and Chief Technology Officer of Alternative Asset Management Technology at Blackstone. These are e...
Melissa Dickerson, MD Operations & CFO – Genstar Capital (EP.50)
29 Apr 2025
Contributed by Lukas
Melissa Dickerson is the Managing Director of Operations and CFO at Genstar Capital, a private equity firm based in San Francisco and founded in 198...
Scott Farden, COO – Nonantum Capital (EP.49)
15 Apr 2025
Contributed by Lukas
Scott Farden is the COO of Nonantum Capital Partners, a Boston-based private equity firm that spun out of Charlesbank Capital Partners in 2018. Lau...
Kathleen Servidea, GC & CCO – Gallatin Point Capital (EP.48)
18 Mar 2025
Contributed by Lukas
We can’t ignore the fact that AI is playing an increasing role in our day-to-day lives. But the question is how do we do it properly? So I turned...
Rob McGrail, GC and CCO – DUMAC (EP.47)
04 Mar 2025
Contributed by Lukas
Rob McGrail is General Counsel and CCO for DUMAC, the management company for Duke University As one of the world’s leading endowment managers, Ro...
Emi Larson, COO – UCLA Investment Company (EP.46)
14 Jan 2025
Contributed by Lukas
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 fu...
Eric Wortman, COO & CCO – Stable (EP.45)
31 Dec 2024
Contributed by Lukas
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,...
Mike Peltier, COO – VCIMCO (EP.44)
17 Dec 2024
Contributed by Lukas
Mike Peltier is the COO of VCU Investment Management Company, supporting Virginia Commonwealth University and its related entities in Richmond, Virgin...
Ron Landen, CAO & GC – HighVista Strategies (EP.43)
03 Dec 2024
Contributed by Lukas
Ron Lanen is a Partner, Chief Administrative Officer, and General Counsel at HighVista Strategies, an alternative asset manager with approximately $11...
Troy Pospisil, CEO – Ontra (EP.42)
19 Nov 2024
Contributed by Lukas
This Sponsored Insight features Troy Pospisil, CEO of Ontra, a legaltech firm created for the private markets industry. It was great sitting down...
Richey Reneberg, Co-Head of Investor Relations – Taconic Capital (EP.41)
05 Nov 2024
Contributed by Lukas
Richey Reneberg is the Global Co-Head of Investor Relations and Marketing at Taconic Capital, a global event driven alternatives manager founded in 19...
Neal Pawar, COO – Enfusion (EP.40)
22 Oct 2024
Contributed by Lukas
This Sponsored Insight features Neal Pawar, the COO of Enfusion, a SaaS platform that combines front, middle and back office in a unified trading syst...
Kevin Moran, COO – AlTi Tiedemann Global (EP.39)
08 Oct 2024
Contributed by Lukas
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...
Dan Ricci, Head of Information Systems – Prime Buchholz (EP.38)
24 Sep 2024
Contributed by Lukas
Dan Ricci is the Head of Information Systems at Prime Buchholz, an independent investment consultant and OCIO founded in 1988. If you are building ...
Hal Liebes, COO – Alger (EP.37)
10 Sep 2024
Contributed by Lukas
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 ...
Jim La Creta, CTO – Brandeis University (EP.36)
27 Aug 2024
Contributed by Lukas
Jim La Creta is the Chief Technology and Information Officer for Brandeis University. Jim shares a fascinating and different perspective on technolog...
Adam Weinstein, COO & CFO – New Mountain Capital (EP.35)
13 Aug 2024
Contributed by Lukas
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...
Steven Schwab, GC and CCO – Thoma Bravo (EP.34)
30 Jul 2024
Contributed by Lukas
Steven Schwab is the GC and CCO for Thoma Bravo, a $142 billion private equity firm that invests in growing software and technology companies. Prio...
Nicole Adrien, Chief Product Officer & Global Head of Client Relations – Oaktree Capital Management (EP.33)
02 Jul 2024
Contributed by Lukas
Nicole Adrien is the Chief Product Officer and Global Head of Client Relations at Oaktree Capital. If you work directly with clients and prospects...
Taimur Hyat, COO – PGIM (EP.32)
18 Jun 2024
Contributed by Lukas
Taimur Hyat is the Chief Operating Officer for PGIM. PGIM manages over 1.3 trillion in equity, fixed income, real estate, alternatives, and multi-asse...
Hank Boughner, CEO – Dynamo Software (EP.31)
13 Jun 2024
Contributed by Lukas
This Sponsored Insight features Hank Boughner, the CEO of Dynamo Software – an end-to-end platform for the alternative investment industry. Hank ha...
Darshan Desai, COO – Beach Point Capital Management (EP.30)
04 Jun 2024
Contributed by Lukas
Darshan Desai is the COO and Head of Risk at Beach Point Capital, a $15 billion credit shop based in Santa Monica, CA. Darshan and I discuss his care...
Amy Knapp, COO – Corsair Capital (EP.29)
21 May 2024
Contributed by Lukas
Amy Knapp is the COO of Corsair Capital, a private equity firm that is focused on buyouts and infrastructure. When we started the podcast, th...
Nasdaq Solovis at Verger Capital (EP.28)
16 May 2024
Contributed by Lukas
This Sponsored Insight highlights Nasdaq’s Solovis, a multi-asset class portfolio, data, and risk management system for asset owners. We spoke with...
[REPLAY] Jim Dunn – Protect, Perform, Provide (Capital Allocators, EP.24)
16 May 2024
Contributed by Lukas
Jim Dunn is the CEO and CIO of Verger Capital Management, an Outsourced CIO business whose anchor client is Wake Forest University. Prior to forming V...
Karl Sprules, COO – AllianceBernstein (EP.27)
07 May 2024
Contributed by Lukas
Karl Sprules is the COO at Alliance Bernstein, a global asset manager with $725 billion in assets and over 4,700 employees. I really enjoyed spea...
Michael Lukasek, Managing Director – University of Pennsylvania (EP.26)
23 Apr 2024
Contributed by Lukas
Mike Lukasek is a Managing Director and the COO for the University of Pennsylvania’s Office of Investments. Mike has been the COO of Penn’s End...
Lawrence Miller, CTO – Wilshire (EP.25)
09 Apr 2024
Contributed by Lukas
Lawrence Miller is the CTO of Wilshire, an independent investment management firm that offers consulting services, analytical products, and manages fu...
Kenneth Onorio, CFO/COO – Eagle Point Credit Company (EP.24)
26 Mar 2024
Contributed by Lukas
Ken Onorio is the Chief Financial and Chief Operating Officer of Eagle Point Credit, a $9 billion credit-oriented investment firm. At some level, thi...
Terry Thompson, COO – Berkshire Partners (EP.23)
12 Mar 2024
Contributed by Lukas
Terry Thompson is the Chief Operating Officer of Berkshire Partners, Boston-based private equity firm started in the 1980s before adding public equity...
Jason Ment, COO - StepStone Group (EP.22)
27 Feb 2024
Contributed by Lukas
Jason Ment is the president and Co-COO of StepStone Group, a global private markets investment firm focused on providing customized investment solutio...
Intelligo at Stonehaven Partners (EP.21)
22 Feb 2024
Contributed by Lukas
Today Sponsored Insight highlights Intelligo, a risk intelligence and background check platform that blends human analysis with cutting-edge AI to un...
Stephen Baranowski, Head of Client Ops – Adams Street Partners (EP.20)
13 Feb 2024
Contributed by Lukas
Steve Baranowski is a Partner and Head of Client Operations at Adams Street Partners, a private investment manager with $58B in assets. Steve discuss...
Stephanie Withers, Senior Manager Investment Operations – W.K. Kellogg Foundation (EP.19)
30 Jan 2024
Contributed by Lukas
Stephanie Withers is the Head of Investment Operations at the WK Kellogg Foundation Investment Office, an $8 billion private foundation. I really enj...
Beth Gilje, Founder – Union Park Consulting (EP.18)
16 Jan 2024
Contributed by Lukas
Today’s Sponsored Insight features Beth Gilje, the founder of Union Park Consulting, a leading investment operations consulting firm that provides o...
Shaun Ng, COO – Cleveland Clinic Investment Office (EP.17)
02 Jan 2024
Contributed by Lukas
Shaun Ng is the Managing Director of Risk, Analytics, and Investment Operations at the Cleveland Clinic Investment Office. Shaun joined Cleveland Cli...
Frank Perez, MD, Head of ODD – Makena Capital (EP.16)
19 Dec 2023
Contributed by Lukas
Frank Perez is a Managing Director and Head of Operational Due Diligence at Makena Capital, an OCIO whose roots emanate from Stanford’s Endowment. ...
Dan Houlihan, CEO – STP Investment Services (EP.15)
07 Dec 2023
Contributed by Lukas
Today’s Sponsored Insight features Dan Houlihan, the CEO of STP Investment Services, a global investment operations firm that provides complete fron...
Ashok Raju, COO – VR Capital Group (EP.14)
05 Dec 2023
Contributed by Lukas
Ashok Raju is the Chief Operating Officer of VR Group, an alternative asset manager focused on distressed securities and special situations investment...
Danielle Roseman, COO – Lazard Family Office Services (EP.13)
21 Nov 2023
Contributed by Lukas
Danielle Roseman is a Managing Director and Co-Head of Lazard Family Office Services, a multifamily office that started managing capital for some of t...
Bryan Corbett, CEO – Managed Funds Association (EP.12)
07 Nov 2023
Contributed by Lukas
Bryan Corbett is the president and CEO of the Managed Funds Association, which represents the global alternative asset management industry. With offic...
Maarika Paul, CFO & COO – CDPQ (EP.11)
24 Oct 2023
Contributed by Lukas
Maarika Paul is the Chief Financial & Operations Officer at CDPQ, a global investment firm that manages Quebec’s pension and insurance assets overse...
Gordon Barnes, EVP Portfolio Strategies – Bain Capital (EP.10)
10 Oct 2023
Contributed by Lukas
Gordon Barnes is the Executive Vice President and the Head of Portfolio Group on the Bain Capital Partnership Strategies team, a group that manages as...
[REPLAY] Colin Campbell – The Case for Environmental Markets (Climate Solutions EP.3, Capital Allocators EP.302)
10 Oct 2023
Contributed by Lukas
Colin Campbell is a Partner at Bain Capital and co-head of the Partnership Strategies team that manages assets primarily for Bain Capital’s partners...
Sean Arp, COO – University of Wisconsin Foundation (EP.09)
26 Sep 2023
Contributed by Lukas
Sean Arp is the Chief Operating Officer of the University of Wisconsin Foundation. He oversees all investment operations, analytics, reporting, techno...
Byron Pavano, Fund Strategy and Counsel – Audax Group (EP.08)
12 Sep 2023
Contributed by Lukas
Byron Pavano is a Managing Director of Fund Strategy and Counsel for Audax Group, one of the most active private equity firms in North America with $3...
Ken Meister, COO – Evanston Capital Management (EP.07)
29 Aug 2023
Contributed by Lukas
Ken Meister is a Founding Partner, President, and COO at Evanston Capital Management – a $4.3 billion hedge fund of funds focused on early-stage inv...
Bipsync at UVIMCO (EP.06)
24 Aug 2023
Contributed by Lukas
Today’s Sponsored Insight highlights Bipsync, the research management software that helps asset owners and managers optimize pre- and post-investme...
Scott Pomfret, Best Practices in Fund Compliance (EP.05)
15 Aug 2023
Contributed by Lukas
Scott Pomfret has seen every angle of the investment fund regulatory landscape. Scott spent 8 years as a branch chief for the SEC Division of Enforcem...
Jenn Birmingham, COO – Princeton University Investment Company (EP.04)
01 Aug 2023
Contributed by Lukas
Jenn Birmingham is a Managing Director at the Princeton University Investment Company (or PRINCO), one of the world’s largest and most prestigious u...
[REPLAY] - Andrew Golden – Beyond the Long Term (Capital Allocators, EP.13)
01 Aug 2023
Contributed by Lukas
Andy Golden is the President of Princeton University’s Investment Management Company (PRINCO). Having grown from $3B at the time of his arrival in ...
Antoine Forterre, CFO – Man Group (EP.03)
18 Jul 2023
Contributed by Lukas
Antoine Forterre is the CFO for Man Group, a $140 billion asset manager focused on liquid alternative hedge funds. Since recording, Antoine has passed...
Jennifer Choi, CEO – ILPA (EP.02)
18 Jul 2023
Contributed by Lukas
Jennifer Choi is the CEO of Institutional Limited Partners Association (ILPA), a non-profit that engages, empowers, and connects limited partners to m...
Lauren Dillard, CFO – Vista Equity Partners (EP.01)
06 Jul 2023
Contributed by Lukas
Lauren Dillard is the CFO of Vista Equity Partners, a private equity firm with over $96 billion in assets under management and over 20 years investing...
Welcome to Investment Management Operations
26 May 2023
Contributed by Lukas
It’s our pleasure to bring you Investment Management Operations. This show explores the inner workings of the most sophisticated institutions in the...