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

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