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Investment Management Operations

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 publ ...
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The "Asset Champion Podcast" offers candid conversations with some of the industry's most successful asset management leaders. In each 20-minute episode, host Mike Petrusky talks with guests about emerging trends in asset management for fleet, construction, manufacturing, and facilities. You'll discover best practices that will help you streamline your preventive maintenance, work orders, inventory, inspections, and more. You'll also get to know each guest on a more personal level and hear t ...
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Laura Kuhn, ProFM, FMP, SFP is Director of Fleet & Facilities Management at Jefferson County Commission, WV where she is passionate about caring for government buildings so her community can come together to celebrate modern, accessible, and welcoming spaces. Mike Petrusky asks Laura about her thirty-year career in FM and they explore some of the c…
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Graeme Faulds is the CEO of Bipsync, a leading provider of modern research management software. Graeme spent 15 years as a private markets investor before building and selling his first fintech company, then ultimately stepping into the CEO role at Bipsync in 2023. Bipsync works with clients across the investment management industry, from allocator…
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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 tech…
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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…
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Ryan Linthicum is Managing Principal and Brett Milburn, GISP is Principal and Director of Digital Solutions at Langan Engineering & Environmental Services where they are passionate about guiding clients through the strategic implementation of cutting-edge technologies, including AI, machine learning, geospatial analytics, and enterprise system inte…
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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 sea…
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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 discus…
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Billy Holder, CFM is Founder & CEO at Project Aidra where he is as a dynamic and tech-savvy facilities professional who is passionate about driving facility management innovation. Mike Petrusky asks Billy about his FM career journey and how it led to the founding of Project Aidra, a company dedicated to building a future where more intelligent, aut…
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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 …
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Colette Temmink is a corporate real estate, facilities and operations leader at Voxel committed to making a positive impact championing safe, efficient and sustainable workplace technology. Mike Petrusky asks Colette about how asset and facility management has evolved from a purely tactical focus to a more strategic and technology-oriented professi…
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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…
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Lalit Agarwal is President and CEO of APPA: Leadership in Educational Facilities, the association supporting educational facilities professionals worldwide. He brings over two decades of experience in facilities management, including leadership roles at the University of Nebraska-Lincoln and EnergyCAP, an energy management and sustainability compan…
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Joseph Aamidor is Senior Product Management Consultant and Managing Director at Aamidor Consulting where he provides market strategy guidance to building owners and operators, established building management firms, technology providers, investors, and early-stage innovators. Mike Petrusky asks Joe about the state of the facilities management indust…
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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 trans…
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Vaughn Halliday, MSc, CFM, SFP, FMP, PMP, ProFM is Manager of Support Services and Facilities for the Central Bank of Trinidad & Tobago where he is a seasoned management executive with a specialized focus on facilities and project management, underpinned by a fervent commitment to sustainability. Mike Petrusky asks Vaughn why he believes that FM pr…
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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 …
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Podcast host Mike Petrusky shares an update on his future plans for the show, industry conferences happening this fall, and the need for continuous learning in our asset and facility management journey. He discusses recent themes that have come up this past year, especially the impact of artificial intelligence and AI agents on the built environmen…
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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 sur…
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Ab DeWeese is a serial entrepreneur, investor, polymath, and AI educator recognized for his ability to distill complex problems into clear, actionable solutions. Mike Petrusky asks AB about his new book, "Essential AI: Your All-in-One QuickStart to Using AI in Business and The Workplace" where he explains the different types of AI systems, includin…
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Ashley Sweren is the COO and CCO at Standard Crypto, a venture capital firm focused on crypto, Web3, blockchain, and DeFi. With institutional investing, we are all keenly focused on finding uncorrelated assets. But here’s the catch: when you go beyond the fundamentals, things get interesting with diligence, operations and finding best in class serv…
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Steve Willis, FMP is Vice President for Specialty Services at Mooring USA where his is a team builder, networker and educator in the field of disaster restoration and commercial construction. Mike Petrusky asks Steve about the future role of facility managers as the built environment becomes more complex and demanding due to the integration of new …
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David Brenner is the COO of TIFF Investment Management, an OCIO for nonprofit organizations. Stepping into the COO role of an established manager takes a unique set of skills so I turned to David for his insight. We discuss the common challenges of assessing culture, talent, and legacy; and the importance of timing of when to listen and when to tak…
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Derek Crager, PMP, CLSS, CSM, AWS-CP is a visionary AI Solutions Architect & founder of Practical AI, which exists to bridge the gap between people and the knowledge they seek. Mike Petrusky asks Derek about empowering employees with the right knowledge and tools for effective asset and facility management. They explore how Voice AI can act as a si…
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Heather Kennedy Miner is the COO at Advent International, one of the largest private equity firms in the US. I enjoyed sitting down with Heather to talk about her career path beginning with investment banking and then her 20 years at Goldman Sachs evolving into a variety of positions giving her a unique combination of technical and soft skills well…
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Norelle Done is Director of Marketing at Viking Pure Solutions where she is on a mission to elevate the way we think about health, safety, and sustainability in the spaces we live, learn, and work. Mike Petrusky asks Norelle about the importance of addressing invisible threats in facilities, such as airborne viruses and chemical residues, and how n…
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Kent Collier is the CEO of Octus, the leading voice in data and intelligence for the credit markets. It was exciting to sit down with Kent to hear about his role as an investor and how he saw an opportunity in the market to create something bigger with the way Wall Street accessed critical information. Kent shares his experience on how they expande…
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Shawn Morgal is Vice President of Facilities Management and Operations & Maintenance at The Building People where he is proudly serving multiple federal and local government agencies in support of the FM and O&M business lines. Mike Petrusky asks Shawn about his career journey and current perspectives on the state of the facility and asset manageme…
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Reena Jashnani-Slusarz is the chief operating officer and General Counsel at Juniper Hill, a multifamily office based in Menlo Park, California. I had fun sitting down with Reena to talk about her non-linear career arc to find herself in a GC and COO role. This was a wide-ranging conversation touching upon some of the legal and operational complexi…
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Joe Alvarez is President & CEO of National Office Systems Companies where he is passionate about helping to bridge the gap between an organization's processes and technology when considering storage and asset management systems. Mike Petrusky asks Joe about RFID technology and the ways that it offers a more efficient and accurate way to track asset…
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Letti de Little is the Chief Compliance Officer for Grain Management, a private equity firm that invests in telecom, infrastructure, and wireless spectrum assets. Today’s LP is focused on finding uncorrelated assets more than ever. But doing so often requires an understanding of the operational nuances which are different from buying traditional, t…
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Mike Duffy is Transportation Operations and Fleet Manager at The University of Virginia where he is passionate about improving UVA FM vehicles and equipment, implementing programs that steward funds while reducing environmental impacts. Mike Petrusky asks Mike to share about his career journey in fleet management, his achievements in the field, and…
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John Fitzpatrick is a Senior Managing Director and Chief Technology Officer of Alternative Asset Management Technology at Blackstone. These are exciting times in technology with a lot of moving parts so I was excited to sit down with John to get his perspective on where we are today and where we’re going. John shares his thoughts on the big picture…
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Mike Petrusky hosted a Chief Facilities Officer panel discussion at the 2025 Annual Conference for the Virginia Chapter of APPA where the theme was "Holistic Facility Solutions: Balancing Operational Efficiency with Health and Wellness Priorities". The panelists were Ken Copeland, Vice President for Business Affairs and Finance at Hampden-Sydney Co…
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