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Investment Management Operations

Written by: Ted Seides – Allocator and Asset Management Expert
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  • Summary

  • 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 operator, Scott MacDonald, hosts in-depth interviews with key non-investment principals across public and private markets. Learn more and join our community from www.capitalallocators.com.
    © Capital Allocators
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Episodes
  • Michael Lukasek, Managing Director – University of Pennsylvania (EP.26)

    Michael Lukasek, Managing Director – University of Pennsylvania (EP.26)
    Apr 23 2024
    Mike Lukasek is a Managing Director and the COO for the University of Pennsylvania’s Office of Investments. Mike has been the COO of Penn’s Endowment for over 14 years. Prior to that, he was a VP at Goldman Sachs for their private equity fund of funds business and a VP of Finance at Summit Partners. Given his tenure at Penn, Mike brings perspective on the evolution of an endowment office. He talks about how Penn’s operations and technology has evolved overtime and shares his insights on what is coming down the road. We talk about how to assess what you have versus what you really need, common triggers for change, the future of fund admins and custody banks and the changing role of investment data. Learn More Follow Capital Allocators at @tseides or LinkedIn Subscribe to the mailing list Access transcript with Premium Membership
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    40 mins
  • Lawrence Miller, CTO – Wilshire (EP.25)

    Lawrence Miller, CTO – Wilshire (EP.25)
    Apr 9 2024
    Lawrence Miller is the CTO of Wilshire, an independent investment management firm that offers consulting services, analytical products, and manages funds for a global client base. For many of us owning and understanding technology is critical for our business. However, many of us have come up through the ranks without hands-on training. This is where Lawrence lends a hand. We cover Lawrence’s start as a quant at JP Morgan, lessons learned launching a startup, and how his time as a technology consultant landed him the CTO role following a ransomware attack. While these cyber-related issues are often discussed at a high level one rarely get into the weeds on actual events. We cover how to respond to a ransomware attack, the current state of disaster recovery and what makes a good penetration test. We then turn to onboarding a new service provider, better tech focused due diligence questions for allocators and why taking a python class can help you be a better operational leader or IR person. Learn More Follow Capital Allocators at @tseides or LinkedIn Subscribe to the mailing list Access transcript with Premium Membership
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    46 mins
  • Kenneth Onorio, CFO/COO – Eagle Point Credit Company (EP.24)

    Kenneth Onorio, CFO/COO – Eagle Point Credit Company (EP.24)
    Mar 26 2024
    Ken Onorio is the Chief Financial and Chief Operating Officer of Eagle Point Credit, a $9 billion credit-oriented investment firm. At some level, this is an interview about the softer skills in our space. Having spent time in hedge funds and a tour in fund administration, Ken shares his unique perspective with some key takeaways. Ken then discusses his career path and lessons learned while at JP Morgan, Amaranth Advisors and Sailfish Capital to create a firm and culture built for the long haul. We cover the operational complexities of running credit funds, what is takes to run a publicly listed fund on the NYSE, and how to take a partnership approach to hiring third-party service providers as an extension of your office. We discuss how to build culture, employee empowerment and how Eagle Point promotes from within and the impact of hiring for attitude, not aptitude. All data included herein is as of February 29, 2024. Learn More Follow Capital Allocators at @tseides or LinkedIn Subscribe to the mailing list Access transcript with Premium Membership
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    35 mins
Personal Finance Economics
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