Investment Management Operations Podcast Por Ted Seides – Allocator and Asset Management Expert arte de portada

Investment Management Operations

Investment Management Operations

De: Ted Seides – Allocator and Asset Management Expert
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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 Economía Finanzas Personales
Episodios
  • Graeme Faulds, CEO – Bipsync (EP.67)

    Graeme Faulds, CEO – Bipsync (EP.67)
    Dec 16 2025
    Graeme Faulds is the CEO of Bipsync, a leading provider of modern research management software. Graeme spent 15 years as a private markets investor before building and selling his first fintech company, then ultimately stepping into the CEO role at Bipsync in 2023. Bipsync works with clients across the investment management industry, from allocators like endowments, foundations, pension funds, and family offices to GPs including hedge funds and private equity managers, helping investors capture, structure, and leverage collective intelligence at scale. For those familiar, we had Annie Kerns and Blake Fischer from UVA’s endowment on a previous episode to discuss how and why they selected Bipsync and that replay is in the feed. In our conversation, Graeme explains why organizing unstructured research has been Bipsync’s focus for more than a decade and how that foundation underpins everything they’re doing with AI. We talk about what’s real versus hype in AI, what a “good” data strategy and governance model actually looks like, and how roles are shifting as allocators hire more technical talent to design schemas, own data quality, and use tools like Bipsync’s Toro directly into research workflows. Learn More Follow Capital Allocators at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@tseides⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ or ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe to the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠mailing list⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Access transcript with ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Premium Membership⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠)
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    45 m
  • [REPLAY] Bipsync at UVIMCO (EP.06)

    [REPLAY] Bipsync at UVIMCO (EP.06)
    Dec 16 2025
    Today’s Sponsored Insight highlights ⁠Bipsync⁠, the research management software that helps asset owners and managers optimize pre- and post-investment decision making. We spoke with Annie Kerns and Blake Fischer from the University of Virginia Investment Management Company, known as UVIMCO. Annie leads investment operations and Blake oversees technology at the $14 billion endowment. Annie and Blake offer a detailed case study on how investment technology decisions are made, the importance of sound research processes across the organization, and how Bipsync has fueled efficiency and collaboration at UVIMCO. Learn More Follow Capital Allocators at ⁠@tseides⁠ or ⁠LinkedIn⁠ Subscribe to the ⁠mailing list⁠ Access transcript with ⁠Premium Membership Editing and post-production work for this episode was provided by The Podcast Consultant (⁠https://thepodcastconsultant.com⁠)
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    44 m
  • Eric Levin, CTO – GCM Grosvenor (EP.66)

    Eric Levin, CTO – GCM Grosvenor (EP.66)
    Dec 9 2025
    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 a transformative role at GCM Grosvenor.I spent time with Eric unpacking how product management and automation are redefining technology’s impact on private markets. We discuss his CTO role, the shift to a product-driven strategy at Grosvenor, and how generative AI and data platforms are reshaping everything from client reporting to investment operations. Eric shares practical lessons on business alignment, trust building, and accelerating change in our industry.We also talk about Grosvenor’s approach to team enablement, talent development, and creating an innovative culture, including their firm-wide hackathon. For emerging managers and seasoned professionals alike, Eric offers actionable advice on technical strategy, partner selection, and what it takes to deliver differentiated technology today.Learn MoreFollow Capital Allocators at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@tseides⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ or ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe to the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠mailing list⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Access transcript with ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Premium Membership⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠)
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    57 m
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