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Investment Management Operations

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 publ ...
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The “Asset Champion Podcast” offers candid conversations with some of the industry’s most successful asset management leaders. In each 20-minute episode, host Mike Petrusky talks with guests about emerging trends in asset management for fleet, construction, manufacturing, and facilities. You'll discover best practices that will help you streamline your preventive maintenance, work orders, inventory, inspections, and more. You'll also get to know each guest on a more personal level and hear t ...
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show series
 
Terry Maynard, BSM, PMP, CEFP is Zone Manager at The University of Virginia Facilities Management Operations Department where he is passionate about providing motivational leadership and unwavering dedication to the growth and development of his team. Mike Petrusky asks Terry why he believes that professional development is so essential for team su…
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Kevin Moran is the COO of AlTi Tiedemann Global, a publicly traded multi-family office and alternatives firm with over $72B in assets. Kevin shares his insights on how AlTi has grown over time creating a UHNW service offering to meet the growing and evolving needs of its clients. He shares his thoughts on M&A as a function of organic growth, unique…
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Dan Ricci is the Head of Information Systems at Prime Buchholz, an independent investment consultant and OCIO founded in 1988. If you are building or buying software, this is the episode. Dan shares how they built Prime Plus, an investment analytics tool that is used by their investment consultants and their clients. Dan shares his thoughts on a wi…
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Kylash Ramesh is Integrated Workplace and Facility Asset Program Manager at The National Institutes of Health where he is passionate about Asset Management strategies that integrate both data and human experiences while managing the inventory of all NIH facility assets. Mike Petrusky asks Kylash about how anecdotal experiences should be integrated …
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Hal Liebes is the COO of Alger, an investment firm known for its bottom-up fundamental research process that was founded in 1964. Hal joined Alger in 2005 as they were rebuilding the firm after losing 35 of its 55 employees on 9/11. Hal shares how curiosity and knowing how you work is crucial for finding the right type of role for career happiness.…
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Jamie Joyner, MSA, CEFP is Zone Manager at The University of Virginia in Charlottesville where he is passionate about leadership development, performance improvement and project management while also serving as President of the Virginia Chapter of APPA (VAPPA). Mike Petrusky asks Jamie about his FM career journey and they discuss the importance of …
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Jim La Creta is the Chief Technology and Information Officer for Brandeis University. Jim shares a fascinating and different perspective on technology for an investment office and university broadly. We discuss his career path at Brandeis which started at the help desk 21 years ago to the CTO seat. He shares how he partners with the investment comm…
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Jack Dempsey is Senior Director for Asset Management at Lindahl Reed, Inc. and Managing Partner of the Asset Management Partnership where he believes that “Better Asset Management leads to Better Outcomes”. Mike Petrusky welcomes Jack back to the show to update us on the latest strategies and technologies available when maximizing the value of asse…
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Adam Weinstein is a Managing Director, COO, and CFO of New Mountain Capital, a $50 billion private equity firm focused on middle market buyout, credit, and net lease strategies. I really enjoyed this conversation because we focused on two critical elements of building investment firms: people and process. Adam discusses their investment committee g…
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David Epps is Chief Technology Officer at Envision Construction where he is passionate about using cutting-edge technology to drive innovation in the AEC industry. Mike Petrusky asks David about his time in Atlanta, GA, and his career which has been marked by a commitment to integrating technology into every aspect of construction, from design and …
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Steven Schwab is the GC and CCO for Thoma Bravo, a $142 billion private equity firm that invests in growing software and technology companies. Prior to joining Thoma Bravo in 2015, Steven practiced law at Winston and Strawn and Katten Munchin. Steven shares how to make best use of your legal resources. He shares his thoughts on when to bring legal …
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Alana Dunoff, ProFM, FMP, IFMA Fellow is a Consultant, FM Educator and Adjunct Professor at Temple University in Philadelphia where she is passionate about sharing her unique understanding of industry best practices and real world experiences with our emerging leaders. Mike Petrusky asks Alana about their time together in Boston for IFMA’s Facility…
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Kimon Onuma is President of ONUMA, Inc., Cyril Verley is President and CEO of CDV Systems, Inc., and Michael Bordenaro is Executive Director of the Asset Leadership Network where they all contribute to helping organizations realize greater value from their assets. Mike Petrusky hosted a live discussion on “Streamlining Organizational Outcomes Using…
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Nicole Adrien is the Chief Product Officer and Global Head of Client Relations at Oaktree Capital. If you work directly with clients and prospects, this is the conversation for you. Nicole discusses her career path beginnings at Goldman Sachs, and how she turned a summer internship during business school into a career at Oaktree. Working with clien…
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Faith Ray is the Facilities Management Environmental Health and Safety Manager at William & Mary where she is passionate about caring for the wellbeing of those that manage the built environment. Mike Petrusky asks Faith about her career journey from public health to facilities management and her involvement with the Virginia Chapter of APPA. They …
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Taimur Hyat is the Chief Operating Officer for PGIM. PGIM manages over 1.3 trillion in equity, fixed income, real estate, alternatives, and multi-asset solutions. Being a “strategic COO” is the wave of the future, and Taimur provides some great insight on how he does it. He shares his evolution from doing development economic research to consulting…
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This Sponsored Insight features Hank Boughner, the CEO of Dynamo Software – an end-to-end platform for the alternative investment industry. Hank has been the CEO of Dynamo Software since 2017. His unique career path as an engineer, investment banker, and private equity investor gives him a unique perspective on what the future holds for investment …
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Lesley Groff, CFM, IFMA Fellow is Facilities Manager at Pep Boys and Randy Groff, CFM, SFP is Director of Facilities and Energy at Four Seasons Produce while they are both passionate about FM and active members of IFMA. Mike Petrusky asks Lesley and Randy about their career journeys, finding each other, and the importance of connecting with a suppo…
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Darshan Desai is the COO and Head of Risk at Beach Point Capital, a $15 billion credit shop based in Santa Monica, CA. Darshan and I discuss his career path, which began at York Capital, his move to Kansas City to works for BATS, and then finding his way to Beach Point in 2010. Darshan shares his experience and learnings from seeing two firms ramp …
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James Waddell is President and Chief Revenue Officer at Cognitive Corp where he is passionate about transforming the built environment through AI. Recorded live at IFMA’s Facility Fusion in Boston, Mike Petrusky asks James how organizations can adopt AI in FM and enable “AI Champions” who are given free rein to experiment to find what works. James …
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Amy Knapp is the COO of Corsair Capital, a private equity firm that is focused on buyouts and infrastructure. When we started the podcast, the goal was to share best practices among investment operations professionals, and my conversation with Amy fires on all cylinders. Amy discusses her career path from public accounting to an unexpected opportun…
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This Sponsored Insight highlights Nasdaq’s Solovis, a multi-asset class portfolio, data, and risk management system for asset owners. We spoke with Jeff Manning of Verger Capital Management, a $2.8 billion OCIO that was created out of the Wake Forest University Office of Investments. Verger’s CIO, Jim Dunn, was an early guest on Capital Allocators,…
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Jim Dunn is the CEO and CIO of Verger Capital Management, an Outsourced CIO business whose anchor client is Wake Forest University. Prior to forming Verger, he served as CIO of Wake Forest for five years. That transition from a sole client to an OCIO business, is a fascinating part of our conversation. Before joining Wake, Jim traveled the world as…
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Audrey Schultz, Ph.D. is Chairperson and Professor of Construction Management, Facilities Management & Real Estate Practice Programs at Pratt Institute where she is passionate about the importance of education and innovation in the future of the built environment. Mike Petrusky asks Audrey about her philosophy for empowering the next generation of …
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Karl Sprules is the COO at Alliance Bernstein, a global asset manager with $725 billion in assets and over 4,700 employees. I really enjoyed speaking with Karl as he shows how you can be nimble at scale. We cover a lot of territory from his beginnings at Alliance Capital in the technology group, navigating the merger that created AB, and his evolut…
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Cassandra Yocum is Technical Marketing Manager at Autodesk Tandem, where she is passionate about educating the AECO industries about the digital twin while using her “very particular set of skills”. Mike Petrusky asks Cassandra about her role as host of The Digital Thread Podcast and they share stories of connection through their experiences as pod…
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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…
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Randall Niznick, DCP, FMP is a self-published author and professional services executive working in Corporate Real Estate Services as Senior Director of Operations at JLL. He is passionate about contributing to growth, efficiency, and profitability through exceptional customer relationship management and vendor partnerships. Mike Petrusky asks Rand…
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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 whe…
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Tom Sicola is an Executive Business and Leadership Coach specializing in CRE operations and engineering, with a particular focus on helping transitioning accounts achieve long-term success. Mike Petrusky asks Tom about his career journey, including over a decade at JLL, and how continuous learning and staying updated with changes in the industry is…
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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…
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Terry Thompson is the Chief Operating Officer of Berkshire Partners, Boston-based private equity firm started in the 1980s before adding public equity capabilities in 2007. Terry shares how his background across 8 different industries helped him land the role at Berkshire. We talk about how to quickly transition into a new industry, how to assess a…
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Deniz Besiktepe, PhD, FMP, ProFM is an assistant professor in the Purdue University School of Construction Management Technology where she focuses on research interests that include facilities management, building maintenance, condition assessment, decision-making models, and implementing data-driven techniques in the FM area. Mike Petrusky asks De…
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Jason Ment is the president and Co-COO of StepStone Group, a global private markets investment firm focused on providing customized investment solutions, advisory and data services on behalf of clients representing $659B. I really enjoyed this wide-ranging discussion on what is just around the corner in private markets. We cover his career path fro…
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Today Sponsored Insight highlights Intelligo, a risk intelligence and background check platform that blends human analysis with cutting-edge AI to uncover facts in a fraction of the time. I sat down with Brian Gaffney of Stonehaven Partners to discuss the common challenges with background checks and how Intelligo helps his team streamline and scale…
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Sharon Jaye, D.Ed, SFP is Building Performance Policy Manager at the City and County of Denver where she is passionate about leading the team that is implementing Denver's Building Performance Policy for the Office of Climate Action, Sustainability, and Resiliency in the High Performance Buildings and Homes division. Mike Petrusky asks Sharon about…
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Steve Baranowski is a Partner and Head of Client Operations at Adams Street Partners, a private investment manager with $58B in assets. Steve discusses his early career in public accounting and the nuances of transitioning to a client. He then shares what makes Adams Street unique and how their operations has evolved over time while striving to kee…
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Fred Kraus is VP of Product at Eptura™ where he is a software product strategist, product management leader, and workplace technology expert. Recorded live in Las Vegas during Autodesk University 2023, Mike Petrusky asks Fred about the use of AI and data in improving decision-making and efficiency in asset management and facilities operations. They…
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Stephanie Withers is the Head of Investment Operations at the WK Kellogg Foundation Investment Office, an $8 billion private foundation. I really enjoyed Stephanie’s authenticity to make the world and her investment office a better place. We cover their initiatives on DEI in what they call their Expanding Equity Program. This program is unique in t…
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Peter Costanzo is Director at ROI Consulting Group where he is passionate about delivering workplace technology solutions that optimize operations, streamline processes, and increase the accuracy of data to reduce costs. Recorded live in Las Vegas during Autodesk University 2023, Mike Petrusky asks Peter about how the latest FM technology is expect…
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Today’s Sponsored Insight features Beth Gilje, the founder of Union Park Consulting, a leading investment operations consulting firm that provides operational and technical consulting to some of the world’s leading institutions and family offices. Prior to founding Union Park, Beth worked at the investment office of the University of Pennsylvania f…
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Ted Ritter, IFMA Fellow is Principal at LMI360, a sales and marketing organization focused on commercial service and technology providers that support the commercial built environment. Geoff Williams, CFM, FMP, SFP, IFMA Fellow is Principal Owner at GDW Facility Management Consulting and Training where he is passionate about enabling organizations …
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Shaun Ng is the Managing Director of Risk, Analytics, and Investment Operations at the Cleveland Clinic Investment Office. Shaun joined Cleveland Clinic in 2016 after working over 10 years at the World Bank. He shares how they created their investment office from scratch after the board opted to insource their investments from an OCIO. We later tur…
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Frank Perez is a Managing Director and Head of Operational Due Diligence at Makena Capital, an OCIO whose roots emanate from Stanford’s Endowment. Prior to joining Makena in 2015, Frank was engaged in ODD efforts at Saguenay Strathmore Capital, Morgan Stanley and UBP where he focused on private equity, real estate, and hedge fund investments. Frank…
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Matt Davoren is President & C.O.O. at CADD Microsystems, Inc. where he is focused on using technology to better our lives - one solution at a time. Recorded live in Las Vegas during Autodesk University 2023, Mike Petrusky asks Matt about his experiences, views on technology, and his believe in the importance of continuous learning in the asset and …
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Follow this link to watch Mike Petrusky and his guests on the new video series “On My Way To Work”: https://youtu.be/cXYDv-AYY0A More from Eptura™ on YouTube: https://www.youtube.com/@Eptura Learn more about Eptura™: https://eptura.com/ Connect with Mike on LinkedIn: https://www.linkedin.com/in/mikepetrusky/…
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Today’s Sponsored Insight features Dan Houlihan, the CEO of STP Investment Services, a global investment operations firm that provides complete front, middle, and back office services for investment managers. Dan joined STP in August 2022 after spending 11 years at Northern Trust as the EVP and Head of Asset Servicing. Prior to Northern Trust he wa…
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Ashok Raju is the Chief Operating Officer of VR Group, an alternative asset manager focused on distressed securities and special situations investments in emerging markets. Ashok joined VR Group in 2010 initially to create the firm’s client facing efforts before becoming the COO, where he now oversees operations, analytics, and business development…
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Richard Gunpat, CFM, FMP, SFP is a facilities and asset management leader with over twenty years of experience in engineering, energy consulting, and aviation, with many credentials across multiple disciplines. He is a Mechanical Engineer for the Airports Authority of Trinidad and Tobago and was recently recognized as IFMA’s 2023 Emerging Professio…
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Susan Clarke is Senior Manager of Building Operations Strategy at Autodesk where she is focused on supporting her team’s expansion into operations including the recently formed strategic alliance between Autodesk and Eptura. Recorded live in London, Mike Petrusky asks Susan about the “mega-trends” and technologies impacting the built environment as…
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