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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 Forever Forward Podcast covers the latest and most pressing themes spanning facilities management, asset operations, maintenance, technology, and digital transformation in the built environment. We breakdown our work experience with customers, conversations with industry professionals, and discussions for executives to on-site maintenance technicians to enjoy a level playing field.
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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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Cassandra Yocum is Technical Marketing Manager at Autodesk Tandem, where she is passionate about educating the AECO industries about the digital twin while using her “very particular set of skills”. Mike Petrusky asks Cassandra about her role as host of The Digital Thread Podcast and they share stories of connection through their experiences as pod…
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Mike Lukasek is a Managing Director and the COO for the University of Pennsylvania’s Office of Investments. Mike has been the COO of Penn’s Endowment for over 14 years. Prior to that, he was a VP at Goldman Sachs for their private equity fund of funds business and a VP of Finance at Summit Partners. Given his tenure at Penn, Mike brings perspective…
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Welcome to the 2nd installment of the What's Smarter Now Series on the Forever Forward Podcast powered by Xempla, ft. guest speakers Charlotte Langthaler (CBRE) and Renata Hartle (Colliers), and hosts Justin Kirby (Chair, Digital Buildings Council) and Umesh Bhutoria (Founder & CEO, Xempla). This episode focuses on the journey towards a smart and s…
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Randall Niznick, DCP, FMP is a self-published author and professional services executive working in Corporate Real Estate Services as Senior Director of Operations at JLL. He is passionate about contributing to growth, efficiency, and profitability through exceptional customer relationship management and vendor partnerships. Mike Petrusky asks Rand…
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Lawrence Miller is the CTO of Wilshire, an independent investment management firm that offers consulting services, analytical products, and manages funds for a global client base. For many of us owning and understanding technology is critical for our business. However, many of us have come up through the ranks without hands-on training. This is whe…
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Welcome to the inaugural episode of our 'What's Smarter Now' series, brought to you by Justin Kirby and Umesh Bhutoria. With Justin's expertise in human-centered design and Umesh's work in the FM & Maintenance software space, this series is dedicated to exploring the interplay of smart building technology, processes, and outcomes. Stakeholders ofte…
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Tom Sicola is an Executive Business and Leadership Coach specializing in CRE operations and engineering, with a particular focus on helping transitioning accounts achieve long-term success. Mike Petrusky asks Tom about his career journey, including over a decade at JLL, and how continuous learning and staying updated with changes in the industry is…
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Ken Onorio is the Chief Financial and Chief Operating Officer of Eagle Point Credit, a $9 billion credit-oriented investment firm. At some level, this is an interview about the softer skills in our space. Having spent time in hedge funds and a tour in fund administration, Ken shares his unique perspective with some key takeaways. Ken then discusses…
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Terry Thompson is the Chief Operating Officer of Berkshire Partners, Boston-based private equity firm started in the 1980s before adding public equity capabilities in 2007. Terry shares how his background across 8 different industries helped him land the role at Berkshire. We talk about how to quickly transition into a new industry, how to assess a…
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Deniz Besiktepe, PhD, FMP, ProFM is an assistant professor in the Purdue University School of Construction Management Technology where she focuses on research interests that include facilities management, building maintenance, condition assessment, decision-making models, and implementing data-driven techniques in the FM area. Mike Petrusky asks De…
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Jason Ment is the president and Co-COO of StepStone Group, a global private markets investment firm focused on providing customized investment solutions, advisory and data services on behalf of clients representing $659B. I really enjoyed this wide-ranging discussion on what is just around the corner in private markets. We cover his career path fro…
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Today Sponsored Insight highlights Intelligo, a risk intelligence and background check platform that blends human analysis with cutting-edge AI to uncover facts in a fraction of the time. I sat down with Brian Gaffney of Stonehaven Partners to discuss the common challenges with background checks and how Intelligo helps his team streamline and scale…
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Sharon Jaye, D.Ed, SFP is Building Performance Policy Manager at the City and County of Denver where she is passionate about leading the team that is implementing Denver's Building Performance Policy for the Office of Climate Action, Sustainability, and Resiliency in the High Performance Buildings and Homes division. Mike Petrusky asks Sharon about…
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Steve Baranowski is a Partner and Head of Client Operations at Adams Street Partners, a private investment manager with $58B in assets. Steve discusses his early career in public accounting and the nuances of transitioning to a client. He then shares what makes Adams Street unique and how their operations has evolved over time while striving to kee…
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Fred Kraus is VP of Product at Eptura™ where he is a software product strategist, product management leader, and workplace technology expert. Recorded live in Las Vegas during Autodesk University 2023, Mike Petrusky asks Fred about the use of AI and data in improving decision-making and efficiency in asset management and facilities operations. They…
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Stephanie Withers is the Head of Investment Operations at the WK Kellogg Foundation Investment Office, an $8 billion private foundation. I really enjoyed Stephanie’s authenticity to make the world and her investment office a better place. We cover their initiatives on DEI in what they call their Expanding Equity Program. This program is unique in t…
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Peter Costanzo is Director at ROI Consulting Group where he is passionate about delivering workplace technology solutions that optimize operations, streamline processes, and increase the accuracy of data to reduce costs. Recorded live in Las Vegas during Autodesk University 2023, Mike Petrusky asks Peter about how the latest FM technology is expect…
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Today’s Sponsored Insight features Beth Gilje, the founder of Union Park Consulting, a leading investment operations consulting firm that provides operational and technical consulting to some of the world’s leading institutions and family offices. Prior to founding Union Park, Beth worked at the investment office of the University of Pennsylvania f…
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Ted Ritter, IFMA Fellow is Principal at LMI360, a sales and marketing organization focused on commercial service and technology providers that support the commercial built environment. Geoff Williams, CFM, FMP, SFP, IFMA Fellow is Principal Owner at GDW Facility Management Consulting and Training where he is passionate about enabling organizations …
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Shaun Ng is the Managing Director of Risk, Analytics, and Investment Operations at the Cleveland Clinic Investment Office. Shaun joined Cleveland Clinic in 2016 after working over 10 years at the World Bank. He shares how they created their investment office from scratch after the board opted to insource their investments from an OCIO. We later tur…
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Frank Perez is a Managing Director and Head of Operational Due Diligence at Makena Capital, an OCIO whose roots emanate from Stanford’s Endowment. Prior to joining Makena in 2015, Frank was engaged in ODD efforts at Saguenay Strathmore Capital, Morgan Stanley and UBP where he focused on private equity, real estate, and hedge fund investments. Frank…
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Matt Davoren is President & C.O.O. at CADD Microsystems, Inc. where he is focused on using technology to better our lives - one solution at a time. Recorded live in Las Vegas during Autodesk University 2023, Mike Petrusky asks Matt about his experiences, views on technology, and his believe in the importance of continuous learning in the asset and …
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Follow this link to watch Mike Petrusky and his guests on the new video series “On My Way To Work”: https://youtu.be/cXYDv-AYY0A More from Eptura™ on YouTube: https://www.youtube.com/@Eptura Learn more about Eptura™: https://eptura.com/ Connect with Mike on LinkedIn: https://www.linkedin.com/in/mikepetrusky/…
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Today’s Sponsored Insight features Dan Houlihan, the CEO of STP Investment Services, a global investment operations firm that provides complete front, middle, and back office services for investment managers. Dan joined STP in August 2022 after spending 11 years at Northern Trust as the EVP and Head of Asset Servicing. Prior to Northern Trust he wa…
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Ashok Raju is the Chief Operating Officer of VR Group, an alternative asset manager focused on distressed securities and special situations investments in emerging markets. Ashok joined VR Group in 2010 initially to create the firm’s client facing efforts before becoming the COO, where he now oversees operations, analytics, and business development…
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Richard Gunpat, CFM, FMP, SFP is a facilities and asset management leader with over twenty years of experience in engineering, energy consulting, and aviation, with many credentials across multiple disciplines. He is a Mechanical Engineer for the Airports Authority of Trinidad and Tobago and was recently recognized as IFMA’s 2023 Emerging Professio…
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Susan Clarke is Senior Manager of Building Operations Strategy at Autodesk where she is focused on supporting her team’s expansion into operations including the recently formed strategic alliance between Autodesk and Eptura. Recorded live in London, Mike Petrusky asks Susan about the “mega-trends” and technologies impacting the built environment as…
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Danielle Roseman is a Managing Director and Co-Head of Lazard Family Office Services, a multifamily office that started managing capital for some of the world’s most sophisticated families over 175 years ago. Danielle started her career at Goldman Sachs where she worked on the mortgage desk during the Great Financial Crisis. Danielle joined Lazard …
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Lyle D. Gladney, CFM, FMP, CPMM is a Facilities Professional with a passion for caring for people and assets in his role as Building Operations Director at Claremont Oaks in Atlanta, GA. Mike Petrusky asks Lyle to share stories and experiences from his FM journey and he emphasizes the value of effective time management and the need to embrace chang…
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Bryan Corbett is the president and CEO of the Managed Funds Association, which represents the global alternative asset management industry. With offices in Washington DC, New York, Brussels, and London, MFA has over 170 members, including hedge funds, credit funds, and crossover funds that collectively manage over 3 trillion in AUM. Bryan joined th…
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Maarika Paul is the Chief Financial & Operations Officer at CDPQ, a global investment firm that manages Quebec’s pension and insurance assets overseeing $424b billion Canadian in AUM. Prior to joining CDPQ in 2011, Maarika worked for Bell Canada Enterprises (BCE) for almost two decades overseeing various functions across investor relations, M&A, an…
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Maureen Roskoski is Vice President and Associate at FEA where she is passionate about helping organizations achieve greater energy efficiency, long term resilience planning, and operational excellence. Mike Petrusky invited Maureen back to the podcast for the third time in recent months to complete the “trilogy” of FEA broadcasts about asset-relate…
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Gordon Barnes is the Executive Vice President and the Head of Portfolio Group on the Bain Capital Partnership Strategies team, a group that manages assets primarily for Bain Capital’s partners in strategies that diversify away from the equity-orientation of the firm’s core. Colin Campbell, the group’s co-head, was a previous guest on Capital Alloca…
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Colin Campbell is a Partner at Bain Capital and co-head of the Partnership Strategies team that manages assets primarily for Bain Capital’s partners in strategies that diversify away from the equity-orientation of the firm’s core. In its search for attractive, uncorrelated assets, the Partnership Strategies team became an early mover in environment…
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Wendy Libert is Senior Facilities Manager in the Workplace Management Group at the American Institutes for Research (AIR) where she is passionate about expanding the role of FM professionals to impact the organization's mission, vision, and culture. Mike Petrusky asks Wendy to share her FM career journey and describe how her profession has grown to…
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Sean Arp is the Chief Operating Officer of the University of Wisconsin Foundation. He oversees all investment operations, analytics, reporting, technology, personnel, and strategic initiatives. Prior to joining UWF in 2022, Sean spent eight years at Washington University in St. Louis Investment Management Company (WUIMC) where he served as Chief Op…
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In this episode titled "What's Driving Enterprise Software Demand Across the Built Environment?", we welcome guest speaker Alex Chan, Program Leader, Customer Success at Schneider Electric. Alex is a trusted expert in digitalization, resilience, and sustainability with tons of experience in customer-facing roles and makes for the perfect match for …
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Byron Pavano is a Managing Director of Fund Strategy and Counsel for Audax Group, one of the most active private equity firms in North America with $36B in assets under management. Our conversation covers Byron’s path from outside counsel for private funds to inside counsel at Audax, insourcing vs outsourcing, the regulatory landscape across countr…
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Sean Dalton is Portfolio Manager at NIKA Solutions where he is an energetic leader & facilities expert with over 20 years of experience leading teams to success. Mike Petrusky talks with Sean during his visit to San Antonio, TX for the 2023 American Society for Health Care Engineering (ASHE) Annual Conference. Sean shares his career journey in the …
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In this episode, host Umesh Bhutoria teams up with David Clark, Director at Positive Zero, an independent consultancy that helps the property sector transition to a fully sustainable future. A leader in sustainable design with a particular focus on Zero Carbon strategies and solutions, David brings his vast experience to help you figure out where t…
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Ken Meister is a Founding Partner, President, and COO at Evanston Capital Management – a $4.3 billion hedge fund of funds focused on early-stage investment managers in complex, innovative strategy areas. Ken co-founded Evanston in 2002, and today oversees all business and operations of the firm plus operational due diligence. Before Evanston, Ken s…
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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 techno…
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Lindsey Brackett, CHC, CHFM, SASHE is Chief Empowerment Officer at Legacy FM where she is passionate about creating training programs for facility management teams and Joshua Brackett PE, SASHE, CHFM is System Regulatory Director, Facilities Services at Banner Health. Mike Petrusky chats with Lindsey and Josh in San Antonio, TX during the 2023 Amer…
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Welcome to the world of smart buildings and retrofits in our latest episode titled 'State of Smart Buildings and Retrofits in 2023'. This time, Umesh hosts Stefan Schmidt, building sustainability expert and Director of Smart Buildings Technology at Wiredscore, to unravel the trends shaping the present and future of this industry. With Wiredscore's …
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Scott Pomfret has seen every angle of the investment fund regulatory landscape. Scott spent 8 years as a branch chief for the SEC Division of Enforcement, leading teams investigating traditional and alternative asset managers. After a brief stint at PwC thereafter, Scott was the Chief Compliance Officer at Highfields Capital Management, a $12 billi…
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André Jones, MBA, CFM, FMP is Corporate Real Estate Portfolio & Facilities Manager at Capital One and Kevin Goode, FMP is Director of Facilities at the DC Bar and both are based in the Washington, DC region. Mike Petrusky visited the Capital One HQ campus in McLean, VA to host a live webinar broadcast called, “A.I. and the Future of Facility Manage…
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Jenn Birmingham is a Managing Director at the Princeton University Investment Company (or PRINCO), one of the world’s largest and most prestigious university endowments, where she has been leading efforts in finance and operations since 2010. Prior to PRINCO, Jenn spent over eight years at Deutsche Bank Asset Management where she was a Managing Dir…
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Andy Golden is the President of Princeton University’s Investment Management Company (PRINCO). Having grown from $3B at the time of his arrival in 1995 to $22.5B today, PRINCO has been among the highest performing endowments in the world. Andy came to PRINCO from Duke Management Company, where he was an Investment Director, and received his formati…
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Mahnaz Ensafi, PhD is a Technology Consultant at Procon Consulting where she has a passion for process and product improvement especially as it relates to the built environment. Mike Petrusky asks Mahnaz about her FM journey and her interest in the application of data analytics in the world of facility management. They reminisce about their first m…
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Antoine Forterre is the CFO for Man Group, a $140 billion asset manager focused on liquid alternative hedge funds. Since recording, Antoine has passed off the official title of COO but still maintains responsibilities in HR, risk, and communications. Our conversation covers Antoine’s career path to Man Group, the dynamic history of the firm, and ma…
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