Rephonic
Artwork for Investment Management Operations
Investment Operations
Vendor Management
Private Equity
Technology In Finance
University Of Pennsylvania
Performance Reporting
Investment Management
Lehman Brothers
Partners Capital
Operational Due Diligence
Eagle Point Credit Company
Verger Capital Management
Artificial Intelligence
Background Checks
Diversity, Equity, and Inclusion
Cybersecurity
Technology Integration
Intelligo
Stepstone Group
Wealth Management

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 ope... more

PublishesTwice monthlyEpisodes65Founded2 years ago
Number of ListenersCategories
BusinessInvesting

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Artwork for Investment Management Operations

Latest Episodes

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 business so I was excited to talk to Brian. Brian’s career path started public accounting and he has s... more

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 the industry from the sell side to the buy side is quite unique. Lisa's recognized not only for driv... more

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 anything about the industry, the headlines are often about how alternatives are making their way to the ... more

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 within the ODD lens.  Whether you’re an ODD practitioner or a manager trying to understand current tre... more

Key Facts

Accepts Guests
Accepts Sponsors
Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

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Recent Guests

Brian Douglas
CEO of Graham Capital, one of the longest-running macro investors.
Graham Capital
Episode: Brian Douglas, CEO – Graham Capital (EP.61)
Lisa Dallmer
COO at Dimensional Fund Advisors with extensive experience in operational leadership across various financial institutions.
Dimensional Fund Advisors
Episode: Lisa Dallmer, COO – Dimensional Fund Advisors (EP.60)
Ryan Ripp
Co-President and COO at Flat Rock Global, specializing in alternative credit management and CLOs.
Flat Rock Global
Episode: Ryan Ripp, COO – Flat Rock Global (EP.59)
Ashley Sweren
COO and CCO at Standard Crypto, focused on operational management within the crypto and blockchain investment space.
Standard Crypto
Episode: Ashley Sweren, COO/CCO – Standard Crypto (EP.57)
David Brenner
COO of TIFF Investment Management
TIFF Investment Management
Episode: David Brenner, COO – TIFF (EP.56)
Heather Kennedy Miner
COO of Advent International
Advent International
Episode: Heather Kennedy Miner, COO – Advent International (EP.55)
Kent Collier
CEO of Octus, a leading provider of credit intelligence.
Octus
Episode: Kent Collier, CEO – Octus (EP.54)
Letti de Little
Chief Compliance Officer for Grain Management, with a background in hedge funds and private equity.
Grain Management
Episode: Letti de Little, CCO – Grain Management (EP.52)
John Fitzpatrick
Senior Managing Director and Chief Technology Officer of Alternative Asset Management Technology at Blackstone
Blackstone
Episode: John Fitzpatrick, Sr. Managing Director & CTO AAMT – Blackstone (EP.51)

Host

Scott MacDonald
Host of Investment Management Operations, Scott MacDonald has extensive experience in the investment management sector and explores the operational dynamics of investment organizations.

Reviews

5.0 out of 5 stars from 30 ratings
  • 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.

    Apple Podcasts
    5
    unvoyageur
    United States2 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners commend the host for his engaging interviews and insightful questions pertaining to investment management operations.
There is a desire for future episodes to include representatives from larger firms to add depth to the discussions.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#56
Italy/Business/Investing
Apple Podcasts
#182
Italy/Business
Apple Podcasts
#163
Hong Kong/Business/Investing
Apple Podcasts
#218
Ireland/Business/Investing
Apple Podcasts
#250
Taiwan/Business/Investing
Apple Podcasts
#250
Brazil/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Brian Douglas, CEO – Graham Capital (EP.61)
Q: What excites you going forward at Graham?
There are many opportunities in macro, and the recent opening of a New York office is particularly exciting as it increases client accessibility and flexibility.
Brian Douglas, CEO – Graham Capital (EP.61)
Q: What are the key elements of successful succession planning?
Having a strategy and plan from the onset, allowing sufficient overlap in roles, and promoting from within are critical to ensure smooth transitions.
Ryan Ripp, COO – Flat Rock Global (EP.59)
Q: What advice would you give to an emerging manager from an operational perspective in this space?
Spend time talking to operators in the space to ensure a holistic structure for your day-to-day operations and service provider relationships.
David Brenner, COO – TIFF (EP.56)
Q: What advice would you give to an emerging manager from an operational perspective?
Brenner suggests to not treat operations as an afterthought but to invest early in building a solid operational foundation.
David Brenner, COO – TIFF (EP.56)
Q: How do you balance listening and action as a new COO?
David emphasizes the importance of initial listening and learning, integrating with the existing culture while making informed decisions based on insights gained.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About Investment Management Operations

What is Investment Management Operations about and what kind of topics does it cover?

The content focuses on the operational aspects of investment management, featuring interviews with industry leaders who offer insights into how investment organizations function. Topics discussed often include best practices in operations, legal aspects, investor relations, and the integration of technology into the investment process. The discussions are likely to be highly relevant for professionals interested in the behind-the-scenes aspects of investment management, including how firms navigate challenges and opportunities in the current landscape. Noteworthy is the emphasis on sharing tangible experiences and solutions to complex operational dilemmas that capital allocators and investment partners face today.

Where can I find podcast stats for Investment Management Operations?

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Which podcasts are similar to Investment Management Operations?

These podcasts share a similar audience with Investment Management Operations:

1. Capital Allocators – Inside the Institutional Investment Industry
2. Alt Goes Mainstream: The Latest on Alternative Investments, WealthTech, & Private Markets
3. Joys of Compounding
4. Business Breakdowns
5. Dry Powder: The Private Equity Podcast

How many episodes of Investment Management Operations are there?

Investment Management Operations launched 2 years ago and published 65 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Investment Management Operations?

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What guests have appeared on Investment Management Operations?

Recent guests on Investment Management Operations include:

1. Brian Douglas
2. Lisa Dallmer
3. Ryan Ripp
4. Ashley Sweren
5. David Brenner
6. Heather Kennedy Miner
7. Kent Collier
8. Letti de Little

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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