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
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 monthlyEpisodes72Founded3 years ago
Number of ListenersCategories
BusinessInvesting

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Artwork for Investment Management Operations

Latest Episodes

Eric is the Chief Technology Officer at GCM Grosvenor, a global leader in alternative investments. Eric’s career path has taken him from starting as an ethical hacker at Deloitte, to leading technology and product innovation in fintech before playing... more

Ryan Eisenman is the CEO and co-founder of Arch, a tech platform redefining how allocators manage their private investments through what he calls the “Schwab for private markets”.

Ryan shares his journey on how he met his co-founders, early challeng... more

John Polis is the Chief Operating Officer and Chief Technology Officer at Star Mountain Capital.  John’s career path has led him to play a pivotal role in transforming Star Mountain in private credit in the lower middle market.

I spent time with Joh... more

Chester Dawes is the COO and CFO at Palistar Capital, an alternative asset manager focused on investing in the future of mission critical digital infrastructure.

Launching and growing a private equity firm is not easy. I enjoyed sitting down with Ch... more

Key Facts

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Recent Guests

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)
John Polis
COO and CTO at Star Mountain Capital
Star Mountain Capital
Episode: John Polis, COO & CTO – Star Mountain Capital (EP.64)
Chester Dawes
COO and CFO at Palistar Capital, an alternative asset manager focusing on mission-critical digital infrastructure.
Palistar Capital
Episode: Chester Dawes, COO & CFO – Palistar Capital (EP.63)
Melissa Stolfi
Global COO of TCW
TCW
Episode: Melissa Stolfi, Global COO – TCW (EP.62)
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)

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 31 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.

Talking Points

Recent interactions between the hosts and their guests.

Ryan Eisenman, Co-Founder & CEO – Arch (EP.65)
Q: What advice would you give to an emerging allocator on technology adoption?
Talk to your friends. See what they're using. See what they love. Understand not just where people are today, but where they're going.
John Polis, COO & CTO – Star Mountain Capital (EP.64)
Q: What one book, article, or other resource do you commonly refer to people?
John Polis recommends the book 'The Goal' as it effectively addresses management and identifying bottlenecks, a process still relevant today.
John Polis, COO & CTO – Star Mountain Capital (EP.64)
Q: What advice would you give to an emerging manager from a technical perspective?
Emerging managers should stay true to their business and technology plans, building a strong foundation and executing it without deviating for easier paths.
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.

Audience Metrics

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

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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?

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.

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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. Dry Powder: The Private Equity Podcast
4. Invest Like the Best with Patrick O'Shaughnessy
5. The Memo by Howard Marks

How many episodes of Investment Management Operations are there?

Investment Management Operations launched 3 years ago and published 72 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. Ryan Eisenman
2. John Polis
3. Chester Dawes
4. Melissa Stolfi
5. Brian Douglas
6. Lisa Dallmer
7. Ryan Ripp
8. Ashley Sweren

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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