Investment Management Operations By cover art

Investment Management Operations

By: Ted Seides – Allocator and Asset Management Expert
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  • Summary

  • 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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Episodes
  • Nicole Adrien, Chief Product Officer & Global Head of Client Relations – Oaktree Capital Management (EP.33)

    Nicole Adrien, Chief Product Officer & Global Head of Client Relations – Oaktree Capital Management (EP.33)
    Jul 2 2024
    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 clients today is all about transparency, speed, and accuracy. We discuss how exogenous factors from the GFC have shaped client demands and how Oaktree transformed its business to meet these new requirements. We discuss the continuous demand of portfolio and company information and the “multiplier effect” from the increasing level of sophistication within the industry. We close with how Oaktree builds new products today, what a good prospect meeting looks like, and how Oaktree hires and instills culture and values. It's worth noting - this year, Nicole was named to 50/50 Women on Boards’ second annual 50 Women to Watch for Boards list, which highlights exceptionally qualified women leaders from various sectors across North America. Learn More Follow Capital Allocators at @tseides or LinkedIn Subscribe to the mailing list Access transcript with Premium Membership
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    44 mins
  • Taimur Hyat, COO – PGIM (EP.32)

    Taimur Hyat, COO – PGIM (EP.32)
    Jun 18 2024
    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 at McKinsey before landing in asset management with stints at Lehman Brothers and Credit Suisse Asset Management. Taimur shares his thoughts on understanding the moving parts of the big picture being just as important as the “hard ops” that happen on the front lines. PGIM’s size and scale creates an opportunity to uncover around-the-corner ideas they call MegaTrends. Taimur shares the importance of how different cultures, markets and regulators work together and what it takes to bring a global mindset to your work. There is a lot here on what it takes to be “COO version 2.0” so take a listen. Learn More Follow Capital Allocators at @tseides or LinkedIn Subscribe to the mailing list Access transcript with Premium Membership
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    49 mins
  • Hank Boughner, CEO – Dynamo Software (EP.31)

    Hank Boughner, CEO – Dynamo Software (EP.31)
    Jun 13 2024
    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 technology. Hank shares his insights on why software verticals are consolidating, single point versus platform solutions, and why he believes that platforms will win over time. We also discuss the importance of brand awareness, advice on user adoption, and his thoughts on the implications for incumbents versus new entrants with M&A activity. Learn More Follow Capital Allocators at @tseides or LinkedIn Subscribe to the mailing list Access transcript with Premium Membership
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    46 mins
Economics Personal Finance
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