Investment Management Operations

De: Ted Seides – Allocator and Asset Management Expert
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  • Resumen

  • 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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Economía Finanzas Personales
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Episodios
  • Melissa Dickerson, MD Operations & CFO – Genstar Capital (EP.50)

    Melissa Dickerson, MD Operations & CFO – Genstar Capital (EP.50)
    Apr 29 2025
    Melissa Dickerson is the Managing Director of Operations and CFO at Genstar Capital, a private equity firm based in San Francisco and founded in 1988. In today’s competitive market, a common road map to revenue diversification is product expansion or adding a new office overseas. This conversation is a case study on having one strategy and one office. Melissa shares her thoughts on how the industry has changed and how their operations, reporting and service provider model have evolved while expanding their LP base globally. We then go further down the chain to explore the current state of portfolio companies and how go-to-market playbooks have changed from an all-in-one approach to using a specialist model on things like talent management, capital markets and finance. Learn More Follow Capital Allocators at ⁠@tseides⁠ or ⁠LinkedIn⁠ Subscribe to the ⁠mailing list⁠ Access transcript with ⁠Premium Membership⁠
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    44 m
  • Scott Farden, COO – Nonantum Capital (EP.49)

    Scott Farden, COO – Nonantum Capital (EP.49)
    Apr 15 2025
    Scott Farden is the COO of Nonantum Capital Partners, a Boston-based private equity firm that spun out of Charlesbank Capital Partners in 2018. Launching a first-time private equity fund has a myriad of challenges from leaving your old firm, raising capital, finding talent and activating operations, so I turned to Scott to share his experience. We also cover topics like proper preparation and common pitfalls when pitching LPs, building a team that can evolve with future organization complexity and things one can do to proactively build culture for firm durability. After our sit down, Scott shared that he believes that Operations can add alpha to a PE portfolio by running it so well that it leaves the investment team out of the back office. Learn More Follow Capital Allocators at @tseides or LinkedIn Subscribe to the mailing list Access transcript with Premium Membership
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    48 m
  • Kathleen Servidea, GC & CCO – Gallatin Point Capital (EP.48)

    Kathleen Servidea, GC & CCO – Gallatin Point Capital (EP.48)
    Mar 18 2025
    We can’t ignore the fact that AI is playing an increasing role in our day-to-day lives. But the question is how do we do it properly? So I turned to Kathleen to get her insights on bringing AI in house. We cover a range of topics like how to develop an AI policy, how do we identify and assess the growing list of AI service providers. Once selected, how does one perform proper legal and technical due diligence? As an ops or legal professional what can you do yourself and when to bring in third-party vendor due diligence providers. We also discuss the state of legal tech today and how things like ChatGPT and Perplexity AI can play a role in the fast-moving pace of investing in our highly regulated world. This information provided is for general informational purposes only and should not be considered legal advice. For specific legal guidance, please consult your own legal counsel. Learn More Follow Capital Allocators at @tseides or LinkedIn Subscribe to the mailing list Access transcript with Premium Membership
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    47 m
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