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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
  • Olivier Babin & Naunidh Nallah – Tetrix (EP.87)

    Olivier Babin & Naunidh Nallah – Tetrix (EP.87)
    Oct 20 2026
    Olivier Babin and Naunidh Ballah are the co-founders of Tetrix, an AI-native investment intelligence platform built for allocators. They met during their time at Stanford GSB and talked to more than 200 potential clients before deciding what to build. Tetrix is a single stack covering document collection, extraction, normalization, and analytics, with proactive insights. We discuss what next-gen analytics looks like, with features such as portfolio company valuation variance across managers and analytics on management fees. We also dig into combining quantitative data with manager letters and other qualitative inputs without losing traceability, and the importance of getting client design feedback and turning it into a shipped feature. If you're an allocator wondering what AI-native actually looks like in practice, this one is for you.Learn MoreFollow Ted on X 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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    47 mins
  • Alberto Rizzoli, CEO & Co-Founder – V7

    Alberto Rizzoli, CEO & Co-Founder – V7
    Oct 13 2026
    Alberto Rizzoli is the Co-Founder of V7 Labs. Today's conversations are all about workflow, and Alberto shares how to turn your ops process into AI workflows for document-heavy work across private markets, from due diligence to investment memos and more. We discuss finding that sweet spot for non-technical ops teams using workflow systems to get output that is tied back to its source and a context graph that gives the whole firm a shared memory of past work. We discuss where the value sits beyond Claude and ChatGPT, why consistent process beats a good-looking first run, and how knowledge workers become designers of process while AI does the grunt work. We also dig into avoiding vendor lock-in and why the best way to adopt AI is to jump right in. If you're an allocator ready to move from AI experiments to workflows, this one is for you. Learn More Follow Ted on X at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership Editing and post-production work for this episode was provided by The Podcast Consultant
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    48 mins
  • Brendan Lloyd, CTO – Glenmede (EP.85)

    Brendan Lloyd, CTO – Glenmede (EP.85)
    Oct 6 2026
    Brendan Lloyd is the CTO at Glenmede, a $50 billion firm spanning wealth management, OCIO, and asset management. His team supports all three, combining operations and technology under one roof. I always enjoy these conversations because building tech and operations across different products with different stakeholders is complicated. There's no single solution that does it all really well, but Brendan uncovers how they tackle it. We also get into how they took their 450 employees from pockets of AI enthusiasm to firm-wide adoption, how groups like internal audit saw immediate ROI with the help of AI, and how his team thinks about budgeting for token burn. We also get into the latest thinking on cybersecurity and vendor management, and why the data layer is the unglamorous work that makes everything else possible.Learn MoreFollow Ted on X 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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    44 mins
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