Investment Management Operations

Capital Allocators showcases in-depth conversations with senior operators and C-suite leaders in investment management, focusing on operations, technology, and governance. For PR pros, it offers direct access to decision-makers shaping firms’ operations and strategic initiatives, plus compelling storytelling around leadership and transformation.

65 episodes, Weekly, 5.0 rating

<1k, Male, USA

YouTube: 18.1k subscribers, Instagram: 856 followers

30s Ad: 11 - 13, 60s Ad: 13 - 15, CPM Category: Business

hank@capitalallocators.com

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.

Scott MacDonald

Investing, Business, Management, Technology

Senior executive-level credentials (MBA, CFA, or equivalent) with 15+ years in investment management or financial services

Leading global investment organizations, Driving large-scale operating transformations, Advancing AI/data initiatives in operations, Cultivating culture and leadership pipelines, Managing complex cross-border or multi-asset platforms

Brian Douglas - Culture And Leadership Succession, Product Expansion, Evolution From Hedge Fund To Sub-advised Funds/ucits, Discretionary Trading, Lisa Dallmer - Scaling A Global Fund Group, Operations, Tech Transformation, Outsourcing Partnerships, Cross-border Operations, Ryan Ripp - Interval Funds, Daily NAV, Liquidity Management, Service Provider Coordination, Ryan Teal - AI In ODD, Data, Transcription, Automation, Data-driven Practice, Ashley Sweren - Crypto Fund Operations, Diligence, Service Providers

investment management, operations, operational due diligence, AI adoption, outsourcing, fund operations, OCIO, private equity, alternative credit