Rephonic
Artwork for Investment Management Operations
Investment Management
Private Equity
Investment Operations
Operational Due Diligence
Artificial Intelligence
Vendor Management
Technology In Finance
Private Markets
Technology Integration
Compliance
University Of Pennsylvania
Bipsync
University Of Virginia Investment Management Company
Cybersecurity
Data Management
Leadership
Performance Reporting
Asset Management
Endowment Management
Private Credit

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 monthlyEpisodes90Founded3 years ago
Number of ListenersCategories
InvestingBusiness

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Artwork for Investment Management Operations

Latest Episodes

John Kaminsky is a Managing Director and the Head of Data Strategy at Maverick Real Estate Partners, a New York City distressed credit investor focused on commercial real estate.

John spent nearly 20 years working at data consulting firms before bri... more

Peter Heskopoulos is the Co-founder and CEO of Petra Funds Group, a fund administrator built on the premise that experienced talent — not scale — is the true differentiator in private fund administration.

Pete’s career began in public accounting at ... more

Alex Gentilli is the Director of Investment Operations at the Colby College Office of Investment Management. He came to Colby after spending time in trading and investment operations at places like Arrowstreet Capital and The Baupost Group before mov... more

Natalie McIntyre is the Global Head of Consulting at Cutter Associates, a research and consulting firm that is focused exclusively on the investment industry.

In today's conversation, Natalie talks through how she got to Cutter from Bridgewater Asso... more

Key Facts

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Accepts Sponsors
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Recent Guests

John Kaminsky
Managing Director and Head of Data Strategy at Maverick Real Estate Partners
Maverick Real Estate Partners
Episode: John Kaminsky, Managing Director, Data Strategy – Maverick Real Estate Partners (EP.84)
Peter Haskopoulos
Co-Founder and CEO of Petra Funds Group
Petra Funds Group
Episode: Peter Haskopoulos, Co-Founder and Managing Partner – Petra Funds Group (EP.83)
Alex Gentilli
Director of Investment Operations at Colby College Office of Investment Management
Colby College
Episode: Alex Gentilli, Director of Investment Operations – Colby College (EP.82)
Natalie McIntyre
Global Head of Consulting at Cutter Associates
Cutter Associates
Episode: Natalie McIntyre, Global Head of Consulting – Cutter Associates (EP.81)
Andrew Dorle
Director of Investment Operations and Analytics at GHR Foundation
GHR Foundation
Episode: Andrew Dorle, Director of Investment Ops – GHR Foundation (EP.80)
Mike DeAddio
COO of Paloma Partners
Paloma Partners
Episode: Michael DeAddio, COO – Paloma Partners (EP.79)
Glen Shields
Founder and CEO of GP Fund Solutions
GP Fund Solutions
Episode: Glen Shields, CEO – GP Fund Solutions (EP.78)
Adam Ciborowski
Head of research, portfolio monitoring, and data management at RCP Advisors
RCP Advisors
Episode: Adam Ciborowski, Principal – RCP Advisors (EP.77)
Cesar Estrada
Head of private markets at Arcesium
Arcesium
Episode: Cesar Estrada, Head of Private Markets – Arcesium (EP.76)

Host

Scott MacDonald
Host of Investment Management Operations; conducts in-depth conversations with leaders across operations, compliance, legal, finance and technology

Reviews

4.8 out of 5 stars from 33 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 States3 years ago

Listeners Say

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

Listeners praise the host's depth of industry knowledge and practical insights for operators.
Guests are typically senior, platform-focused leaders who share real-world operating learnings.
The show is viewed as a valuable resource for understanding how modern investment-management operations come together.

Chart Rankings

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

Apple Podcasts
#131
Mexico/Business/Investing
Apple Podcasts
#188
Brazil/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Michael DeAddio, COO – Paloma Partners (EP.79)
Q: What drew you to Paloma specifically?
Mike explains that Paloma offered a unique combination of mission-aligned culture, a long-standing reputation for backing portfolio managers, and a practical path for PMs to grow toward independence. He highlights the firm's refreshed infrastructure and its ability to support a wide range of asset classes while providing a platform that reduces operational burdens for managers.
Cesar Estrada, Head of Private Markets – Arcesium (EP.76)
Q: What specific industry challenges does Arcesium address for private markets, especially private credit?
The firm tackles fragmentation in data from multiple sources, the need for centralized NAV oversight, and the complexity of operating private credit across originators, servicers, and fund admins, using a unified platform and connected data workflows.
Cesar Estrada, Head of Private Markets – Arcesium (EP.76)
Q: Tell me about your current role in private markets at Arcesium.
Cesar describes his role as general manager of private markets, overseeing strategy, product roadmap, go-to-market, and client success, with accountability for P&L and growth targets.
Matt Shaia, Director of Investment Operations – Brockenbrough (EP.75)
Q: What advice would you give to an emerging manager from an operational perspective?
Define your North Star, acknowledge detours along the way, stay committed to your ultimate goal, and leverage your network to learn from others' mistakes while being willing to adapt when needed.
Matt Shaia, Director of Investment Operations – Brockenbrough (EP.75)
Q: Tell me about the wealth channel side. Are you doing just investment only? Where does the boundaries go?
We're continuing to expand our circle and we like to be the quarterback in these relationships, bringing in trusted partners to help our clients with planning, health care, education, and other services; while we may not do everything in-house, we help our clients assemble the right team and ensure coordination.

Audience Metrics

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

Listeners per Episode
Gender Skew
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Frequently Asked Questions About Investment Management Operations

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

A show focused on the operations, technology, and governance side of investment management. Across episodes, listeners get deep-dive conversations with leaders who run back-office, data, and platform initiatives in both public and private markets, plus insights on vendor selections, data strategy, AI adoption, and culture-driven operations. Noteworthy is the strong emphasis on practical, implementable guidance—from building robust data backbones and front-to-back platforms to navigating vendor ecosystems and regulatory concerns. The format suits professionals looking to benchmark operational excellence, technology strategy, and governance within asset management, often featuring heads of operations, CCOs, CTOs, and fund administrators.

Pot... more

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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. Masters in Business
3. Invest Like the Best with Patrick O'Shaughnessy
4. The Insight by Oaktree Capital
5. The a16z Show

How many episodes of Investment Management Operations are there?

Investment Management Operations launched 3 years ago and published 90 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Investment Management Operations?

Recent guests on Investment Management Operations include:

1. John Kaminsky
2. Peter Haskopoulos
3. Alex Gentilli
4. Natalie McIntyre
5. Andrew Dorle
6. Mike DeAddio
7. Glen Shields
8. Adam Ciborowski

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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