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
  • Troy Pospisil, CEO – Ontra (EP.42)

    Troy Pospisil, CEO – Ontra (EP.42)
    Nov 19 2024
    This Sponsored Insight features Troy Pospisil, CEO of Ontra, a legaltech firm created for the private markets industry. It was great sitting down with Troy to talk about the evolution of how legal and compliance workflows are going digital. We cover his career from management consulting to the investment team at H.I.G. Capital where he saw a glaring need for better solutions with doing deals and raising funds. We discuss product development opportunities and challenges, multi-stakeholder engagements and how digital-native leaders are embracing software to speed up fund closings at a lower cost and compliance risk. 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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    44 mins
  • Richey Reneberg, Co-Head of Investor Relations – Taconic Capital (EP.41)

    Richey Reneberg, Co-Head of Investor Relations – Taconic Capital (EP.41)
    Nov 5 2024
    Richey Reneberg is the Global Co-Head of Investor Relations and Marketing at Taconic Capital, a global event driven alternatives manager founded in 1999 by former Goldman Sachs Partners, Frank Brosens and Ken Brody. Richey’s career path into the industry is atypical so I was excited to share his story. Prior to joining Taconic in 2000, Richey spent thirteen years competing on the professional tennis circuit reaching a career high of #20 in the world in singles and #1 in the world in doubles. He was a five-time member of the US Davis Cup Team and represented the United States in the 1996 Olympics. Richey shares how personal connections created an opportunity into the investment industry and how skills learned on the court transferred to the business world. We then uncover some best practices through the lens of an IR person. Whether you are engaging with a GP on ODD or monitoring a manager in your portfolio, Richey provides some insights from his 20 years in the business on how to create strong GP and LP relationships. 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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    30 mins
  • Neal Pawar, COO – Enfusion (EP.40)

    Neal Pawar, COO – Enfusion (EP.40)
    Oct 22 2024
    This Sponsored Insight features Neal Pawar, the COO of Enfusion, a SaaS platform that combines front, middle and back office in a unified trading system. We cover Neal’s time at some of the world’s top hedge funds and how it informed his decision to build technology for the industry. We talk about the tradeoffs of working for both big and small firms and how decisions on your tech stack changes as your firm grows. We then discuss the evolution of trade order management systems and how the golden copy of data is crucial for building end to end collaboration platforms bringing together portfolio management, operations and client service Learn More Follow Capital Allocators at @tseides or LinkedIn Subscribe to the mailing list Access transcript with Premium Membership
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    54 mins

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