Investment Management Operations

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[REPLAY] Bipsync at UVIMCO (EP.06) Dec 16, 2025

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Today’s Sponsored Insight highlights ⁠Bipsync⁠, the research management software that helps asset owners and managers optimize pre- and post-investment decision making.

We spoke with Annie Kerns and Blake Fischer from the University of Virginia Investment Management Company, known as UVIMCO. Annie leads investment operations and Blake oversees technology at the $14 billion endowment.

Annie and Blake offer a detailed case study on how investment technology decisions are made, the importance of sound research processes across the organization, and how Bipsync has fueled efficiency and collaboration at UVIMCO.

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Editing and post-production work for this episode was provided by The Podcast Consultant (⁠https://thepodcastconsultant.com ⁠)

Eric Levin, CTO – GCM Grosvenor (EP.66) Dec 09, 2025

Show notes

Eric is the Chief Technology Officer at GCM Grosvenor, a global leader in alternative investments. Eric’s career path has taken him from starting as an ethical hacker at Deloitte, to leading technology and product innovation in fintech before playing a transformative role at GCM Grosvenor.
I spent time with Eric unpacking how product management and automation are redefining technology’s impact on private markets. We discuss his CTO role, the shift to a product-driven strategy at Grosvenor, and how generative AI and data platforms are reshaping everything from client reporting to investment operations. Eric shares practical lessons on business alignment, trust building, and accelerating change in our industry.
We also talk about Grosvenor’s approach to team enablement, talent development, and creating an innovative culture, including their firm-wide hackathon. For emerging managers and seasoned professionals alike, Eric offers actionable advice on technical strategy, partner selection, and what it takes to deliver differentiated technology today.
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Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠)

Ryan Eisenman, Co-Founder & CEO – Arch (EP.65) Dec 02, 2025

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Ryan Eisenman is the CEO and co-founder of Arch, a tech platform redefining how allocators manage their private investments through what he calls the “Schwab for private markets”.

Ryan shares his journey on how he met his co-founders, early challenges in selling to family offices, and the product’s evolution from automating K-1s to serving as a seamless digital hub for every private investment an LP holds.

We explore Arch’s rapid growth to over 500 clients, their client-obsessed culture, why he sees being in-office is a competitive advantage and how they have expanded into capital call fraud detection and enhanced workflows.

We wrap by discussing trends in private markets, their approach to organic versus inorganic growth and why he believes the future of private markets will look more like public market platforms - with integrated, user-friendly digital solutions.

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John Polis, COO & CTO – Star Mountain Capital (EP.64) Nov 18, 2025

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John Polis is the Chief Operating Officer and Chief Technology Officer at Star Mountain Capital. John’s career path has led him to play a pivotal role in transforming Star Mountain in private credit in the lower middle market.

I spent time with John unpacking how data and technology can meaningfully shape investment management operations. We discuss his dual role, the build over buy approach of Star Mountain’s tech stack, and how AI is transforming their investment and portfolio management processes. John shares lessons learned on team enablement, upskilling with AI, and designing platforms to scale.

We also talk about Star Mountain’s approach to training, talent development, and maintaining that edge. For emerging managers and seasoned professionals alike, John offers practical advice on technical strategy, data readiness, and staying true to your business plan in a competitive landscape.

Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠⁠⁠⁠⁠)

Chester Dawes, COO & CFO – Palistar Capital (EP.63) Nov 04, 2025

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Chester Dawes is the COO and CFO at Palistar Capital, an alternative asset manager focused on investing in the future of mission critical digital infrastructure.

Launching and growing a private equity firm is not easy. I enjoyed sitting down with Chester to discuss how his experience going from ‘big four’ accounting to industrial to private equity gave him a sense on how to navigate large and small firms from an operational perspective.

We discuss a wide range of topics from using Six Sigma for operational improvement, when to bring in the HR function, standing up affiliates to provide operational leverage, and how the cadence and requirements of portfolio company data has changed over time.

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Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠⁠https://thepodcastconsultant.com ⁠⁠⁠⁠⁠⁠)

Melissa Stolfi, Global COO – TCW (EP.62) Oct 21, 2025

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Melissa Stolfi is the Executive Vice President and Global COO of TCW, a leading global investment management firm with over $200 billion in assets.
Being competitive in the global asset management space is an ongoing effort. I really enjoyed sitting down with Melissa to talk about her career evolution to TCW and how they've built their platform for resilience and expanding credit alternatives under the current market environment.
We discussed their product expansion using innovative vehicles, key business partners, and how they're approaching the wealth channel with training and education from ETFs to interval funds and BDCs. There's a lot to cover!

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Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠)

Brian Douglas, CEO – Graham Capital (EP.61) Oct 07, 2025

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Brian Douglas is the CEO of Graham Capital, one of the longest running macro investors.
Going from CFO to the CEO seat is not a common route in our business so I was excited to talk to Brian. Brian’s career path started public accounting and he has spent the last 20 years at Graham moving from the CFO role to becoming CEO in 2019.
Brian discusses how Graham has built and sustained its culture over its 25-year history. We discuss Graham’s evolution from a hedge fund to its expansion of product into sub advised funds, UCITs strategies while adding discretionary trading capabilities. We then cover key elements of founder level succession planning and how to develop emerging leadership.
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Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠)

Lisa Dallmer, COO – Dimensional Fund Advisors (EP.60) Sep 23, 2025

Show notes

Running and scaling a global fund group has its challenges. So when I was asking who I should talk to, Lisa's name came to the forefront.
Her lens on the industry from the sell side to the buy side is quite unique. Lisa's recognized not only for driving operational excellence and revenue growth, but also for her ability to guide teams through transformation. Whether it's optimizing operations, enhancing cross team synergy, or future-proofing with tech innovation, Lisa shares firsthand insights from leading at the front of a global investment firm.
We discuss how to scale complex investment strategies through product innovation and how selecting great outsourcing partners can be a key lever to overcome common cross-border operating challenges.

Ryan Ripp, COO – Flat Rock Global (EP.59) Sep 09, 2025

Show notes

Ryan Ripp is the co-president and COO at Flat Rock Global, an alternative credit manager specializing in the junior tranches of CLOs.
If you read anything about the industry, the headlines are often about how alternatives are making their way to the wealth channel. The thing I always turn to is how is this going to work operationally. There are so many aspects to explore like access, education, investment process, legal, onboarding, distribution, and tax reporting. To dig into the details, I turn to Ryan for some answers.
Ryan shares his insight on how Flat Rock sees interval funds as an innovative structure for retail alternatives. We discussed some of the operational mechanics for a daily NAV, ongoing liquidity management, and service provider coordination that is different than the traditional private fund practices.
With retail alternatives experiencing rapid growth across the industry and many players entering the space, it's an area to pay attention to.
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Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠https://thepodcastconsultant.com⁠⁠)

Ryan Teal, Head of ODD – Albourne (EP.58) Aug 26, 2025

Show notes

Ryan Teal is a Partner and Head of Operational Due Diligence at Albourne, a global investment consulting firm.
Ryan and I talk about the role of AI within the ODD lens. Whether you’re an ODD practitioner or a manager trying to understand current trends you will want to take a listen.
Ryan shares their approach on using AI as well as some recent survey data about adoption rates, common hurdles, and where the low hanging fruit is.
We also discuss the growing trends and benefits of meeting transcription, report automation, and the power of data.
One of the interesting things that we’re seeing is AI adoption is going to be a core competency for everyone in the industry - at all positions.
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