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
University Of Virginia Investment Management Company
Bipsync
Cybersecurity
Leadership
Performance Reporting
Asset Management
Data 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 monthlyEpisodes83Founded3 years ago
Number of ListenersCategories
InvestingBusiness

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Artwork for Investment Management Operations

Latest Episodes

Adam Ciborowski, Principal – RCP Advisors (EP.77)

Intro Copy: Adam Ciborowski is the head of Research, Portfolio Monitoring, and Data Management at RCP Advisors, an investment firm focused on investing in private equity funds in the lower middle mark... more

Cesar Estrada is the Head of Private Markets at Arcesium, the data and operations platform built to help private market firms scale their reporting, analytics, and oversight at an enterprise level.

In today’s conversation, Cesar walks us through Arce... more

Matt Shaia is a Managing Director and the Director of Investment Operations at Brockenbrough, a Richmond-based wealth management and OCIO firm serving both institutional clients and ultra-high-net-worth families.

One of the more interesting structura... more

Sloane Payne and Dave Joerger are the COO and CCO respectively at WCM Investment Management, an independent investment firm managing $120 billion in assets.

WCM has built something unique – a firm culture that actually gets stronger as it grows.

Sl... more

Key Facts

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Recent Guests

Cesar Estrada
Head of private markets at Arcesium
Arcesium
Episode: Cesar Estrada, Head of Private Markets – Arcesium (EP.76)
Matt Shaia
Managing Director and Director of Investment Operations at Brockenbrough
Brockenbrough
Episode: Matt Shaia, Director of Investment Operations – Brockenbrough (EP.75)
Sloane Payne
COO at WCM Investment Management
WCM Investment Management
Episode: Sloane Payne, COO, & David Joerger, CCO – WCM Investment Management (EP.74)
Dave Joerger
CCO at WCM Investment Management
WCM Investment Management
Episode: Sloane Payne, COO, & David Joerger, CCO – WCM Investment Management (EP.74)
Henry Ward
CEO of Carta
Carta
Episode: Henry Ward, CEO – Carta (EP.73)
Griff Norville
Head of Technology Solutions at Hamilton Lane
Hamilton Lane
Episode: Griff Norville, Head of Technology Solutions – Hamilton Lane (EP.72)
Stuart Chapman
Director and Head of Operational Due Diligence at Strategic Investment Group
Strategic Investment Group
Episode: Stuart Chapman, Director & Head of ODD – Strategic Investment Group (EP.71)
David Li
CTO of Washington University Investment Management Company
Washington University
Episode: David Li, CTO – WashU IMC (EP.69)
Scott Wilson
Chief Investment Officer at Washington University of St. Louis
Washington University of St. Louis
Episode: [REPLAY] Scott Wilson – Concentrated Investing at Washington University-St. Louis (Capital Allocators, EP. 159)

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.

Could benefit from more big-asset-manager guest perspectives
Strong start; audience would like broader sponsor/guest diversity
Promising format with practical industry insights
Great host with thoughtful guests

Chart Rankings

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

Talking Points

Recent interactions between the hosts and their guests.

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.
Stuart Chapman, Director & Head of ODD – Strategic Investment Group (EP.71)
Q: Tell me a little bit about service providers, such an important part of this whole ecosystem. How do you stay up to date on who's good, who's trending up, who's losing clients?
The landscape is complex and constantly evolving; we rely on a mix of peer engagement, webinars, conferences, and direct experience with managers to identify capable service providers and technologies, while continuously monitoring vendors and keeping a pulse on market developments.

Audience Metrics

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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?

Across episodes, the show often centers on how investment organizations are run, with deep dives into operations, technology, data governance, and risk management. Guests range from CIOs and COOs to fintech founders and heads of investment offices, who discuss scaling operations, adopting AI and data platforms, and collaborating with external partners. The format tends to mix tactical operational lessons with broader industry trends, making it useful for listeners responsible for running or modernizing investment platforms, funds, or university endowment operations. A notable strength is spotlighting practitioners who bring hands-on perspectives from both public and private markets, often highlighting real-world challenges like data quality... 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. Dry Powder: The Private Equity Podcast
3. Invest Like the Best with Patrick O'Shaughnessy
4. The View From Apollo
5. Value Investing with Legends

How many episodes of Investment Management Operations are there?

Investment Management Operations launched 3 years ago and published 83 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. Cesar Estrada
2. Matt Shaia
3. Sloane Payne
4. Dave Joerger
5. Henry Ward
6. Griff Norville
7. Stuart Chapman
8. David Li

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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