Investment Management Operations Podcast By Ted Seides – Allocator and Asset Management Expert cover art

Investment Management Operations

Investment Management Operations

By: 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 Economics Personal Finance
Episodes
  • 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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    43 mins
  • 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 mins
  • 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 mins
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