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 monthlyEpisodes76Founded3 years ago
Number of ListenersCategories
BusinessInvesting

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Artwork for Investment Management Operations

Latest Episodes

Alex Harstrick and Jonathan Bronson are the co-founders of J2 Ventures.  J2 is an early-stage venture capital firm built at the intersection of the private sector and defense tech.

A common question we often get is “how do you get out of the gate, r... more

David Li is the CTO at Washington University Investment Management Company, where he’s led a lean, data‑driven build of the endowment’s tech stack. David’s path runs from Harvard Management Company to independent consulting to WashU, bringing a build... more

Scott Wilson is the CIO at Washington University of St. Louis, where he oversees a $10 billion endowment. Scott joined Wash U three years ago from Grinnell College, where he learned a completely different style of endowment investing than is practice... more

Bill Krueger is the CTO at Yale’s Investment Office.  Bill’s unconventional path spans defense contracting, tech consulting, and a 13-year run at Bridgewater Associates before landing at Yale.

Bill shares how to operate in a radically transparent cul... more

Key Facts

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Recent Guests

David Li
CTO of Washington University Investment Management Company
Washington University
Episode: David Li, CTO – WashU IMC (EP.69)
Scott Wilson
Chief Investment Officer at Washington University of St. Louis
Washington University of St. Louis
Episode: [REPLAY] Scott Wilson – Concentrated Investing at Washington University-St. Louis (Capital Allocators, EP. 159)
Bill Krueger
CTO at Yale's Investment Office with a background in defense contracting, tech consulting, and a 13-year tenure at Bridgewater Associates.
Yale's Investment Office
Episode: Bill Krueger, CTO – Yale Investments (EP.68)
Graeme Faulds
CEO of Bipsync, a leading provider of modern research management software.
Bipsync
Episode: Graeme Faulds, CEO – Bipsync (EP.67)
Annie Kerns
Leads investment operations at Uvimco
University of Virginia Investment Management Company
Episode: [REPLAY] Bipsync at UVIMCO (EP.06)
Blake Fischer
Oversees technology at Uvimco
University of Virginia Investment Management Company
Episode: [REPLAY] Bipsync at UVIMCO (EP.06)
Eric Levin
Chief Technology Officer at GCM Grosvenor
GCM Grosvenor
Episode: Eric Levin, CTO – GCM Grosvenor (EP.66)
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)

Host

Scott MacDonald
Host of Investment Management Operations, providing in-depth interviews with key non-investment principals across public and private markets.

Reviews

4.8 out of 5 stars from 33 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.

There is enthusiasm for the depth of industry knowledge shared by guests, emphasizing practical strategies and the future of investment management.
Some hope for more guest diversity, particularly from larger investment firms, to enhance behind-the-scenes perspectives.
Listeners appreciate the host's ability to engage with industry leaders and provide valuable insights into investment management operations.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#249
Brazil/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

[REPLAY] Scott Wilson – Concentrated Investing at Washington University-St. Louis (Capital Allocators, EP. 159)
Q: What did the portfolio look like when you arrived a couple of years ago?
It was a very traditional kind of endowment, asset allocation.
Bill Krueger, CTO – Yale Investments (EP.68)
Q: What advice would you give to an emerging manager from a technological perspective?
Bill emphasizes the importance of maintaining quality while striving for speed in technology implementations.
Bill Krueger, CTO – Yale Investments (EP.68)
Q: Can you tell me about how you found your way to Yale?
Bill discusses his unconventional background that led him to Yale and highlights the importance of adaptability and opportunity in his career.
Graeme Faulds, CEO – Bipsync (EP.67)
Q: What advice would you give to an allocator from a technical perspective?
Consider whether your organization should build its own technology or adopt existing products, and weigh the resources required for ongoing software development against operational needs.
Eric Levin, CTO – GCM Grosvenor (EP.66)
Q: What one book, article or other material do you often refer to people?
Eric recommends Simon Sinek's 'Start With Why' and 'The Lean Startup' for understanding core product and management principles.

Audience Metrics

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

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About Investment Management Operations

What is Investment Management Operations about and what kind of topics does it cover?

Focusing on investment management operations, this podcast provides insights into the functional areas of running investment organizations. Topics discussed include operations, investor relations, legal compliance, finance, and technology, making it relevant for capital allocators and their partners. Listeners can expect in-depth interviews with key stakeholders from various sectors of the investment management industry, delving into current practices and future trends.

Where can I find podcast stats for Investment Management Operations?

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How many listeners does Investment Management Operations get?

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How many subscribers and views does Investment Management Operations have?

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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. Dry Powder: The Private Equity Podcast
3. Masters in Business
4. Odd Lots
5. Exchanges

How many episodes of Investment Management Operations are there?

Investment Management Operations launched 3 years ago and published 76 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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Where can I see ratings and reviews for Investment Management Operations?

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What guests have appeared on Investment Management Operations?

Recent guests on Investment Management Operations include:

1. David Li
2. Scott Wilson
3. Bill Krueger
4. Graeme Faulds
5. Annie Kerns
6. Blake Fischer
7. Eric Levin
8. Ryan Eisenman

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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