Episodios

  • Ryan Teal, Head of ODD – Albourne (EP.59)

    Ryan Teal, Head of ODD – Albourne (EP.59)
    Aug 26 2025
    Ryan Teal is a Partner and Head of Operational Due Diligence at Albourne, a global investment consulting firm.Ryan and I talk about the role of AI within the ODD lens. Whether you’re an ODD practitioner or a manager trying to understand current trends you will want to take a listen.Ryan shares their approach on using AI as well as some recent survey data about adoption rates, common hurdles, and where the low hanging fruit is.We also discuss the growing trends and benefits of meeting transcription, report automation, and the power of data.One of the interesting things that we’re seeing is AI adoption is going to be a core competency for everyone in the industry - at all positions.Learn More Follow 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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    50 m
  • Ashley Sweren, COO/CCO – Standard Crypto (EP.57)

    Ashley Sweren, COO/CCO – Standard Crypto (EP.57)
    Aug 12 2025
    Ashley Sweren is the COO and CCO at Standard Crypto, a venture capital firm focused on crypto, Web3, blockchain, and DeFi.With institutional investing, we are all keenly focused on finding uncorrelated assets. But here’s the catch: when you go beyond the fundamentals, things get interesting with diligence, operations and finding best in class service providers. To learn more about running a crypto fund, I sat down with Ashley to get her perspective. There are nuances with building, running and investing in an institutional quality product.Whether you are in operations, compliance, ODD or just curious - be sure to take a listen. 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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    38 m
  • David Brenner, COO – TIFF (EP.56)

    David Brenner, COO – TIFF (EP.56)
    Jul 29 2025
    David Brenner is the COO of TIFF Investment Management, an OCIO for nonprofit organizations. Stepping into the COO role of an established manager takes a unique set of skills so I turned to David for his insight. We discuss the common challenges of assessing culture, talent, and legacy; and the importance of timing of when to listen and when to take action. We then turn to David’s perspective on his four pillars framework as TIFF shifts from what he calls going from TIFF 1.0 to TIFF 2.0. We talk about the role of AI and automation and why data transformation plays a critical role in everything that they do. Learn MoreFollow 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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    44 m
  • Heather Kennedy Miner, COO – Advent International (EP.55)

    Heather Kennedy Miner, COO – Advent International (EP.55)
    Jul 8 2025
    Heather Kennedy Miner is the COO at Advent International, one of the largest private equity firms in the US. I enjoyed sitting down with Heather to talk about her career path beginning with investment banking and then her 20 years at Goldman Sachs evolving into a variety of positions giving her a unique combination of technical and soft skills well suited for the COO role. We discuss Advent’s 40-year evolution and why its doubling down on its commitment to being a pure play private equity firm when many others are diversifying asset classes. Heather shares how the firm is thinking about strategy, growth, where they are with AI adoption and why developing top investors to also be great leaders is a priority to the organization. Learn More Follow Capital Allocators at ⁠⁠⁠⁠⁠⁠⁠⁠@tseides⁠⁠⁠⁠⁠⁠⁠⁠ or ⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠Subscribe to the ⁠⁠⁠⁠⁠⁠⁠⁠mailing list⁠⁠⁠⁠⁠⁠⁠⁠Access transcript with ⁠⁠⁠⁠⁠⁠⁠⁠Premium Membership⁠⁠⁠⁠⁠⁠⁠
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    56 m
  • Kent Collier, CEO – Octus (EP.54)

    Kent Collier, CEO – Octus (EP.54)
    Jun 24 2025
    Kent Collier is the CEO of Octus, the leading voice in data and intelligence for the credit markets. It was exciting to sit down with Kent to hear about his role as an investor and how he saw an opportunity in the market to create something bigger with the way Wall Street accessed critical information. Kent shares his experience on how they expanded from a single product to developing a full product roadmap, the tradeoffs of organic versus inorganic growth and why he is particularly excited about their recent acquisition of Sky Road, a market-leading order management system.We then discuss the importance of their rebranding, the current state of GenAI in the credit markets and why today’s CEO must also act as the Chief AI Officer. Learn MoreFollow Capital Allocators at ⁠⁠⁠⁠⁠⁠⁠@tseides⁠⁠⁠⁠⁠⁠⁠ or ⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠Subscribe to the ⁠⁠⁠⁠⁠⁠⁠mailing list⁠⁠⁠⁠⁠⁠⁠Access transcript with ⁠⁠⁠⁠⁠⁠⁠Premium Membership⁠⁠⁠⁠⁠⁠⁠
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    43 m
  • Reena Jashnani-Slusarz, COO & GC – Juniper Hill Capital Management (EP.53)

    Reena Jashnani-Slusarz, COO & GC – Juniper Hill Capital Management (EP.53)
    Jun 10 2025
    Reena Jashnani-Slusarz is the chief operating officer and General Counsel at Juniper Hill, a multifamily office based in Menlo Park, California. I had fun sitting down with Reena to talk about her non-linear career arc to find herself in a GC and COO role. This was a wide-ranging conversation touching upon some of the legal and operational complexities of investing in crypto from a VC perspective and how one gets up to speed on new asset classes like catastrophe reinsurance. This is all about the intersection of traditional operational frameworks on new and emerging asset classes. We then discuss the current state of multi-family offices today and how investors want a higher touch experience and the implications for those in operations and beyond. Learn More Follow Capital Allocators at ⁠⁠⁠⁠@tseides⁠⁠⁠⁠ or ⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠ Subscribe to the ⁠⁠⁠⁠mailing list⁠⁠⁠⁠ Access transcript with ⁠⁠⁠⁠Premium Membership⁠⁠⁠⁠
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    43 m
  • Letti de Little, CCO – Grain Management (EP.52)

    Letti de Little, CCO – Grain Management (EP.52)
    May 27 2025
    Letti de Little is the Chief Compliance Officer for Grain Management, a private equity firm that invests in telecom, infrastructure, and wireless spectrum assets. Today’s LP is focused on finding uncorrelated assets more than ever. But doing so often requires an understanding of the operational nuances which are different from buying traditional, tradable securities. I spent some time with Letti to unpack some of the common legal and operational elements for investing in this asset class. We cover how wireless spectrum auctions work and how Grain manages the dual regulatory oversight of the Securities and Exchange Commission and the Federal Communications Commission. We also talk about what ODD practitioners should know about with this lesser-known strategy. Learn More Follow Capital Allocators at ⁠⁠⁠@tseides⁠⁠⁠ or ⁠⁠⁠LinkedIn⁠⁠⁠ Subscribe to the ⁠⁠⁠mailing list⁠⁠⁠ Access transcript with ⁠⁠⁠Premium Membership⁠⁠⁠
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    45 m
  • John Fitzpatrick, Sr. Managing Director & CTO AAMT – Blackstone (EP.51)

    John Fitzpatrick, Sr. Managing Director & CTO AAMT – Blackstone (EP.51)
    May 13 2025
    John Fitzpatrick is a Senior Managing Director and Chief Technology Officer of Alternative Asset Management Technology at Blackstone. These are exciting times in technology with a lot of moving parts so I was excited to sit down with John to get his perspective on where we are today and where we’re going. John shares his thoughts on the big picture with trends in data acquisition, automation and process improvement. Whether you are a technologist or someone accountable for technology there are some great takeaways. We also discuss common challenges of technology selection and adoption, budgeting, and how one can effectively manage expectations with non-technical leaders. Learn More Follow Capital Allocators at ⁠⁠@tseides⁠⁠ or ⁠⁠LinkedIn⁠⁠ Subscribe to the ⁠⁠mailing list⁠⁠ Access transcript with ⁠⁠Premium Membership⁠⁠
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    41 m