Rephonic
Artwork for Investment Management Operations
Investment Operations
Vendor Management
Private Equity
University Of Pennsylvania
Technology In Finance
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
Wealth Management
Stepstone Group

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 monthlyEpisodes64Founded2 years ago
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BusinessInvesting

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Artwork for Investment Management Operations

Latest Episodes

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

Ashley Sweren is the COO and CCO at Standard Crypto, a venture capital firm focused on crypto, Web3, blockchain, and DeFi.

With institutional investing, we are all keenly focused on finding uncorrelated assets. But here’s the catch: when you go beyon... more

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Recent Guests

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)
Scott Farden
COO of Nonantum Capital Partners
Nonantum Capital Partners
Episode: Scott Farden, COO – Nonantum Capital (EP.49)

Host

Scott MacDonald
Host of Investment Management Operations. Long-time operator specializing in investment management processes and operational efficiencies.

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 appreciate the potential of the podcast, highlighting the host's expertise and the desire for insights from major investment organizations in future episodes.

Chart Rankings

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

Apple Podcasts
#128
Brazil/Business/Investing
Apple Podcasts
#211
South Africa/Business/Investing
Apple Podcasts
#225
Japan/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

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.
Ashley Sweren, COO/CCO – Standard Crypto (EP.57)
Q: What unique challenges do you see in crypto operations?
The operational complexities in funding with digital assets, particularly concerning custody and the varied regulatory landscape, are significant challenges.
Ashley Sweren, COO/CCO – Standard Crypto (EP.57)
Q: How did you get into the crypto space?
A recruiter friend introduced me to Standard Crypto, and the opportunity to learn and set things up was very appealing.

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?

This podcast provides a comprehensive look into the operational aspects of investment management. Episodes frequently feature conversations with experienced professionals from various functions such as legal, finance, operations, and technology, exploring their insights into navigating the complexities of the investment landscape. Noteworthy discussions also tackle themes like the integration of AI in operational processes, compliance challenges, and best practices in investor relations. Through interviews with leaders in the field, listeners gain valuable perspectives on both current industry practices and future trends that impact capital allocation and investment strategy.

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How many episodes of Investment Management Operations are there?

Investment Management Operations launched 2 years ago and published 64 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. Lisa Dallmer
2. Ryan Ripp
3. Ashley Sweren
4. David Brenner
5. Heather Kennedy Miner
6. Kent Collier
7. Letti de Little
8. John Fitzpatrick

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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