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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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CEO Amplify | Small Business Operations, Time Management, Business Systems, Business Strategy

Donna Dube | Certified Director of Operations, Business Growth Strategist for Coaches, Consultants and Service Providers

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Are you a small business owner overwhelmed by the endless to-do lists? Are you stuck in a cycle of doing busywork without actually hitting your business goals? Do you dream of building a business that thrives without requiring every ounce of your time and energy? Have you ever felt like burnout is the only way to reach your goals? What if your reality could look different? You can run a successful, sustainable business that grows consistently while giving you time to focus on what truly matt ...
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Jonathan C. Thomas, PE, CEM, CRL is President at Building Maintenance Optimization Consultants, Inc. (BMOC) where he is passionate about supporting FM organizations that manage portfolios of buildings for their full life cycles. Mike Petrusky asks Jon how organizations can use a systems approach that leads to better data-driven decision making in t…
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Mike Peltier is the COO of VCU Investment Management Company, supporting Virginia Commonwealth University and its related entities in Richmond, Virginia. Virginia Commonwealth University is pioneering what it means to be a public research university while remaining focused on innovation, diversity, and access in the Commonwealth and beyond. Mike sh…
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Failure. It’s one of those words that makes many of us cringe, especially when it comes to our businesses. But what if failure wasn't something to avoid, but a powerful tool for growth? Instead of letting setbacks hold us back, we can reframe them as valuable opportunities to learn and propel ourselves forward. We'll start by looking at the science…
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Jason E. Callis, CFM, SFP, LSSGB is Director of Property Operations and Facilities at Conrad Indianapolis, a Past President of the IFMA Indianapolis Chapter, and he currently serves on the IFMA Global Board of Directors as Chair of the Government Affairs Committee where he is passionate about creating environments where organizations and people thr…
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Are you juggling so many tasks that you’re one email away from burnout? Many business owners think handling everything themselves shows strength, but it’s often the fastest road to exhaustion. If you’re ready to step off the hamster wheel and let your business work for you, not the other way around, this guide breaks down the four key steps to buil…
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Ron Lanen is a Partner, Chief Administrative Officer, and General Counsel at HighVista Strategies, an alternative asset manager with approximately $11 billion in assets. Given the uptick in M&A activity, I was interested in getting Ron’s input following their acquisition of abrdn’s US private markets business. Ron’s background makes him uniquely po…
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In the world of entrepreneurship, feeling stuck can sometimes feel like part of the journey. Perhaps you've said, "I'm not hitting my income goals" or "My business isn't where I want it to be." But what if a simple shift in language could change everything? Enter the power of yet. Adding yet to your statements—“I’m not there yet”—transforms them fr…
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Olivia Drummond is Marketing Operations Manager at Cascade Energy where she is passionate about providing effective decarbonization solutions with an emphasis on energy efficiency and electrification in today’s facilities. Mike Petrusky asks Olivia how operational and maintenance strategies can be used to reduce energy, save costs and contribute to…
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In a world that glorifies hustle and constant growth, it’s easy to get lost chasing new clients, creating endless marketing campaigns, or obsessing over vanity metrics. But did you know that there’s hidden money in your business that doesn’t require a massive audience, paid ads, or more hours of work? In this final installment of our series on redu…
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This Sponsored Insight features Troy Pospisil, CEO of Ontra, a legaltech firm created for the private markets industry. It was great sitting down with Troy to talk about the evolution of how legal and compliance workflows are going digital. We cover his career from management consulting to the investment team at H.I.G. Capital where he saw a glarin…
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Are you a small business owner who feels bogged down by endless to-dos, yet not achieving the growth you desire? This struggle is more common than you think. Many business owners are trapped in the hustle cycle, working harder, not smarter. But imagine a world where you could focus on the tasks that truly drive your business forward—without sacrifi…
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Marc Weigum is Senior Director at the Cumming Group and Founder of Unified Purpose where he is a dynamic leader focused on strategic change management, AI-driven program management and workforce strategy formulation. Mike Petrusky recently hosted Marc for a conversation around “The future of facility and change management” where they discussed how …
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How much would your business change if you landed just 5 or 10 new clients? Often, we focus on vanity metrics, like our number of social media followers, thinking that more visibility automatically leads to success. While it’s important to grow your audience, the real game-changer for your business is having a consistent, predictable strategy to co…
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Richey Reneberg is the Global Co-Head of Investor Relations and Marketing at Taconic Capital, a global event driven alternatives manager founded in 1999 by former Goldman Sachs Partners, Frank Brosens and Ken Brody. Richey’s career path into the industry is atypical so I was excited to share his story. Prior to joining Taconic in 2000, Richey spent…
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Running a business that feels more like a grind than the freedom-filled venture you once envisioned? You’re not alone. Many online business owners find themselves stuck in a cycle of burnout, constant busywork, and underwhelming income. One of the most significant yet often overlooked culprits? Your pricing strategy. For small business owners, espe…
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Cameron Christensen, CEFP, FMP is Director of Asset Management for Facilities Operations at Princeton University where he is passionate about leading organizations in planning, maintenance, operations, and project management. Mike Petrusky asks Cam about his new role and why he believes that people are the key to success in facilities management. T…
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Welcome back, business leaders! Today, I'm starting a new series on escaping burnout and hustle, a topic I've been hearing a lot about online. When you're caught in a cycle that drains you of time, energy or money to keep your business functioning, it can seem impossible to cut down your workload without sacrificing profit. Remember that this cycle…
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This Sponsored Insight features Neal Pawar, the COO of Enfusion, a SaaS platform that combines front, middle and back office in a unified trading system. We cover Neal’s time at some of the world’s top hedge funds and how it informed his decision to build technology for the industry. We talk about the tradeoffs of working for both big and small fir…
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What's your framework for understanding how you are spending your time as a business leader? In this episode, I'll introduce you to my 4E framework, which breaks tasks down based on how much mental effort they take on your part, and whether they are "just getting things done" or making decisions for the future of your business. Many entrepreneurs, …
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Terry Maynard, BSM, PMP, CEFP is Zone Manager at The University of Virginia Facilities Management Operations Department where he is passionate about providing motivational leadership and unwavering dedication to the growth and development of his team. Mike Petrusky asks Terry why he believes that professional development is so essential for team su…
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Today, it's time to flip the script on our frustrations in business and focus on the freedom that we set out to achieve! Use your struggles as a piece of data to measure how well you are doing and how you can redirect your course. What do I mean by this? If your schedule is full now, remember that your business shouldn't be running you; you are run…
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Kevin Moran is the COO of AlTi Tiedemann Global, a publicly traded multi-family office and alternatives firm with over $72B in assets. Kevin shares his insights on how AlTi has grown over time creating a UHNW service offering to meet the growing and evolving needs of its clients. He shares his thoughts on M&A as a function of organic growth, unique…
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Do you know which tasks are the most important for your business growth? Think of your business like a garden full of plants that need watering. Which ones need the most attention to create the garden you want? The best way to determine what your priorities are for your business is to compare the tasks on your plate to your business goals. In this …
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Welcome back, CEOs! Many of us have fallen into the trap of believing that we have to push ourselves to work more hours in order to achieve our goals. However, if we examine how we use our time, we might discover that a lot of the tasks we think are important are actually not the best use of our skills, or worse, they're not even contributing much …
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Dan Ricci is the Head of Information Systems at Prime Buchholz, an independent investment consultant and OCIO founded in 1988. If you are building or buying software, this is the episode. Dan shares how they built Prime Plus, an investment analytics tool that is used by their investment consultants and their clients. Dan shares his thoughts on a wi…
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Kylash Ramesh is Integrated Workplace and Facility Asset Program Manager at The National Institutes of Health where he is passionate about Asset Management strategies that integrate both data and human experiences while managing the inventory of all NIH facility assets. Mike Petrusky asks Kylash about how anecdotal experiences should be integrated …
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It's so easy to get caught up in the day-to-day tasks that consume our time consistently, but when we look back, we might find we've been spinning our wheels instead of approaching our businesses like leaders. Today, I'm going to flip the script on how you manage your time. Instead of dealing with urgent tasks as they come, determine the one thing …
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Welcome back, business leaders! Today I want to talk about why the advice we're commonly given, "Just keep pushing," is not a guarantee of success. Too many of us are spending way too much time on work, enough time to burn us out. Is this in line with the freedom you were hoping for when you started your business? Let's reframe the way we look at t…
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Hal Liebes is the COO of Alger, an investment firm known for its bottom-up fundamental research process that was founded in 1964. Hal joined Alger in 2005 as they were rebuilding the firm after losing 35 of its 55 employees on 9/11. Hal shares how curiosity and knowing how you work is crucial for finding the right type of role for career happiness.…
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Jamie Joyner, MSA, CEFP is Zone Manager at The University of Virginia in Charlottesville where he is passionate about leadership development, performance improvement and project management while also serving as President of the Virginia Chapter of APPA (VAPPA). Mike Petrusky asks Jamie about his FM career journey and they discuss the importance of …
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Welcome back, ambitious business owners! Today, I'm sharing a simple yet powerful strategy that has helped me front-load my week with revenue-generating activities. I'll be diving into the Growth Hour, a powerful tool to transform your productivity. By prioritizing tasks and allocating a time for important but non-urgent tasks, you'll ensure that h…
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Spending time in your business doesn't always grow your business. Do you have so much client work to complete that you spend all your time doing it? If so, you're probably strapped for time to spend on teaching your audience, marketing, and creating new products. Instead of telling ourselves that we have no time, let's take action to make time! Lis…
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Jim La Creta is the Chief Technology and Information Officer for Brandeis University. Jim shares a fascinating and different perspective on technology for an investment office and university broadly. We discuss his career path at Brandeis which started at the help desk 21 years ago to the CTO seat. He shares how he partners with the investment comm…
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Jack Dempsey is Senior Director for Asset Management at Lindahl Reed, Inc. and Managing Partner of the Asset Management Partnership where he believes that “Better Asset Management leads to Better Outcomes”. Mike Petrusky welcomes Jack back to the show to update us on the latest strategies and technologies available when maximizing the value of asse…
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Is your financial mindset holding you back? Today, we're discussing how the "rules" you've learned about money through your life experiences might be affecting the decisions you make now as a small business leader. Are all of these rules true, or do you need to look back and critically rethink them? Listen in as I guide you through how to rewrite y…
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Welcome back, business leaders! In today's episode, we're looking to the bottom line by delineating the difference between revenue and profit. Profit is often overlooked in favor of chasing higher revenue numbers, but it's crucial to have a strategy to pay yourself consistently. This will enable you to cover your personal expenses and support the l…
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Adam Weinstein is a Managing Director, COO, and CFO of New Mountain Capital, a $50 billion private equity firm focused on middle market buyout, credit, and net lease strategies. I really enjoyed this conversation because we focused on two critical elements of building investment firms: people and process. Adam discusses their investment committee g…
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David Epps is Chief Technology Officer at Envision Construction where he is passionate about using cutting-edge technology to drive innovation in the AEC industry. Mike Petrusky asks David about his time in Atlanta, GA, and his career which has been marked by a commitment to integrating technology into every aspect of construction, from design and …
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Working on setting intentional goals for this season of your life? Once you learn this strategy for monthly planning, you can repeat it over and over. Today, I'm going to share a method for you to determine which revenue streams are best for you to reach your profit goals without piling on more hours. With relatable examples, I'll help you develop …
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