Rephonic
Artwork for Investment Management Operations
Investment Operations
Vendor Management
Private Equity
University Of Pennsylvania
Technology In Finance
Performance Reporting
Investment Management
Partners Capital
Lehman Brothers
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 monthlyEpisodes77Founded3 years ago
Number of ListenersCategories
InvestingBusiness

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Artwork for Investment Management Operations

Latest Episodes

Stuart Chapman is a Director and Head of Operational Due Diligence at Strategic Investment Group, a $30B OCIO serving a mix of pension, endowment, and nonprofit clients.

Operational due diligence doesn’t always get the spotlight, but it should. Stu s... more

Alex Harstrick and Jonathan Bronson are the co-founders of J2 Ventures.  J2 is an early-stage venture capital firm built at the intersection of the private sector and defense tech.

A common question we often get is “how do you get out of the gate, r... more

David Li is the CTO at Washington University Investment Management Company, where he’s led a lean, data‑driven build of the endowment’s tech stack. David’s path runs from Harvard Management Company to independent consulting to WashU, bringing a build... more

Scott Wilson is the CIO at Washington University of St. Louis, where he oversees a $10 billion endowment. Scott joined Wash U three years ago from Grinnell College, where he learned a completely different style of endowment investing than is practice... more

Key Facts

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Recent Guests

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)
Bill Krueger
CTO at Yale's Investment Office with a background in defense contracting, tech consulting, and a 13-year tenure at Bridgewater Associates.
Yale's Investment Office
Episode: Bill Krueger, CTO – Yale Investments (EP.68)
Graeme Faulds
CEO of Bipsync, a leading provider of modern research management software.
Bipsync
Episode: Graeme Faulds, CEO – Bipsync (EP.67)
Annie Kerns
Leads investment operations at Uvimco
University of Virginia Investment Management Company
Episode: [REPLAY] Bipsync at UVIMCO (EP.06)
Blake Fischer
Oversees technology at Uvimco
University of Virginia Investment Management Company
Episode: [REPLAY] Bipsync at UVIMCO (EP.06)
Eric Levin
Chief Technology Officer at GCM Grosvenor
GCM Grosvenor
Episode: Eric Levin, CTO – GCM Grosvenor (EP.66)
Ryan Eisenman
CEO and co-founder of Arch, a tech platform redefining private investment management.
Arch
Episode: Ryan Eisenman, Co-Founder & CEO – Arch (EP.65)

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 States2 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.

Apple Podcasts
#20
Ireland/Business/Investing
Apple Podcasts
#75
Ireland/Business
Apple Podcasts
#210
Singapore/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

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.
Alex Harstrick & Jonathan Bronson, Co-Founders – J2 Ventures (EP.70)
Q: What do you think is important when managing relationships with LPs?
It's essential to keep promises and be reliable, as emerging managers can't afford to leak credibility.
Alex Harstrick & Jonathan Bronson, Co-Founders – J2 Ventures (EP.70)
Q: What advice would you give to a first-time manager today?
Trust your own instincts and find your own voice rather than imitating established figures.
[REPLAY] Scott Wilson – Concentrated Investing at Washington University-St. Louis (Capital Allocators, EP. 159)
Q: What did the portfolio look like when you arrived a couple of years ago?
It was a very traditional kind of endowment, asset allocation.
Bill Krueger, CTO – Yale Investments (EP.68)
Q: What advice would you give to an emerging manager from a technological perspective?
Bill emphasizes the importance of maintaining quality while striving for speed in technology implementations.

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?

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. The Memo by Howard Marks
3. Masters in Business
4. All-In with Chamath, Jason, Sacks & Friedberg
5. Odd Lots

How many episodes of Investment Management Operations are there?

Investment Management Operations launched 3 years ago and published 77 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. Stuart Chapman
2. David Li
3. Scott Wilson
4. Bill Krueger
5. Graeme Faulds
6. Annie Kerns
7. Blake Fischer
8. Eric Levin

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