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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, CEO Habits

Donna Dube | Certified Director of Operations, Business Growth Strategist

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Have you found yourself caught in the whirlwind of day-to-day operations in your small business, constantly battling fires instead of focusing on strategic growth? It's time to banish busywork and focus on what matters most by prioritizing your time and tasks effectively. Say goodbye to hustle and grind and hello to building a sustainable business. Hi, I’m Donna and I'm so excited that you are here on CEO Amplify. I remember what it was like hustling and working non stop in my business to tr ...
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Welcome to the Wildfires, Floods, and Chaos Communications Podcast. Join our team of information officers as we recount the intense 2023 British Columbia wildfire season, marked by 10,000 evacuees, theft and sabotage of firefighting equipment, protests, and nearly 300 destroyed or damaged structures. We navigate the challenges of crisis communications amid these wildfires and floods, compounded by a ban on news and the declining impact of Canadian news media. We explore effective strategies ...
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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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Steven Schwab is the GC and CCO for Thoma Bravo, a $142 billion private equity firm that invests in growing software and technology companies. Prior to joining Thoma Bravo in 2015, Steven practiced law at Winston and Strawn and Katten Munchin. Steven shares how to make best use of your legal resources. He shares his thoughts on when to bring legal …
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Alana Dunoff, ProFM, FMP, IFMA Fellow is a Consultant, FM Educator and Adjunct Professor at Temple University in Philadelphia where she is passionate about sharing her unique understanding of industry best practices and real world experiences with our emerging leaders. Mike Petrusky asks Alana about their time together in Boston for IFMA’s Facility…
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Send us a Text Message. Disaster communications isn’t just about fighting fires – it’s about connecting communities amidst chaos. In this episode, host Tim Conrad discusses the intense challenges and strategies behind managing public relations during the 2023 British Columbia wildfire season. Guest Jan Enns delves into her own experiences with evac…
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Welcome back, business leaders! In this episode, I'm sharing my top tips on how to successfully navigate a season where your routine changes, balancing family time and hitting your revenue goals. As summer brings a slowdown in work for many of us, it's crucial to set clear intentions and goals that take both your personal and business needs into ac…
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Welcome back, driven leaders! Many of us start our businesses with dreams of freedom and flexibility, but end up working harder and longer as time goes on, still only managing to maintain our current position. Let's adopt smart strategies to reclaim our time so we can invest in the projects that will drive growth! In this episode, I dive into 6 pow…
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Wondering how to ensure your project ideas are carried out to success? In this week's episode, I'll be sharing strategies to help you stay focused, organized, and motivated from start to finish. Effective project management skills will help us entrepreneurs focus on a project and bring it to completion, whether it's a business project or even somet…
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Kimon Onuma is President of ONUMA, Inc., Cyril Verley is President and CEO of CDV Systems, Inc., and Michael Bordenaro is Executive Director of the Asset Leadership Network where they all contribute to helping organizations realize greater value from their assets. Mike Petrusky hosted a live discussion on “Streamlining Organizational Outcomes Using…
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Welcome back, CEOs! Today we're diving into the essential topic of empowering your team for unstoppable business growth. I'll guide you through the strategies to transition from day-to-day operations to strategic leadership, while clarifying your goals with your team so they understand the "why" behind changes. When your team members understand the…
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Scaling your business quickly is a dream for any business leader, but without the right preparation, it can quickly turn into a nightmare. If you don't have the operational foundation to support your business growth, the quality of your offers, and your reputation, will suffer. Don't think of operational excellence as a chore, but rather as an inve…
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Send us a Text Message. Can strategic planning and empathy transform chaos into order? In this episode, Tim Conrad introduces Michele Toma, an information officer with expertise in research, analytics, and crisis communication strategies. They recount their experiences during the devastating 2023 British Columbia wildfire season, highlighting the i…
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Nicole Adrien is the Chief Product Officer and Global Head of Client Relations at Oaktree Capital. If you work directly with clients and prospects, this is the conversation for you. Nicole discusses her career path beginnings at Goldman Sachs, and how she turned a summer internship during business school into a career at Oaktree. Working with clien…
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Welcome back, business leaders! In our 50th episode, we're diving into the crucial topic of hiring. I'll be sharing a simple three-step process to help you determine if and when it's the right time to expand your team. We'll discuss the financial, tactical, and strategic aspects of hiring, because bringing in new talent isn't just about filling a r…
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Send us a Text Message. In the eye of the storm, communication is key. In this episode, Tim Conrad and Kendra Stoner discuss the high stakes of emergency communication. They discuss the challenges and rewards of managing emergency operations centres (EOCs) during British Columbia's intense 2023 wildfire season. Kendra highlights the importance of e…
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Faith Ray is the Facilities Management Environmental Health and Safety Manager at William & Mary where she is passionate about caring for the wellbeing of those that manage the built environment. Mike Petrusky asks Faith about her career journey from public health to facilities management and her involvement with the Virginia Chapter of APPA. They …
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Are you looking for more information about whether you're really on track for your business goals? In this episode, we're talking about the process of a mid-year review of your goals. We'll look back over each month, assess what you were doing in each month, and evaluate your progress on each goal. To optimize your workflow for the rest of the year…
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Send us a Text Message. From the frontlines of wildfires to the heart of communities. This episode dives deep into the gritty realities of disaster communications. Tim Conrad interviews Lloyd Piehl, an experienced information officer, about their harrowing yet impactful experiences during the 2023 British Columbia wildfire season. Lloyd shares comp…
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Taimur Hyat is the Chief Operating Officer for PGIM. PGIM manages over 1.3 trillion in equity, fixed income, real estate, alternatives, and multi-asset solutions. Being a “strategic COO” is the wave of the future, and Taimur provides some great insight on how he does it. He shares his evolution from doing development economic research to consulting…
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This Sponsored Insight features Hank Boughner, the CEO of Dynamo Software – an end-to-end platform for the alternative investment industry. Hank has been the CEO of Dynamo Software since 2017. His unique career path as an engineer, investment banker, and private equity investor gives him a unique perspective on what the future holds for investment …
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Welcome back, CEO (that's you)! In this episode, I'm diving deep into the numbers of your business to help you determine what next steps you need to take to reach your revenue goal. It's time to know based on the math what you need to sell, at what price point, and how many clients you need. Using the "Get Paid Like a CEO" resource as a guide, I'll…
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Send us a Text Message. When chaos strikes, communication is key. In this episode of the Wildfires, Floods, and Chaos Communications podcast, Tim sits down with Leila Daoud, an experienced public relations professional, to discuss the unprecedented 2023 British Columbia wildfire season. Leila shares her insights on the challenges and benefits of op…
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Lesley Groff, CFM, IFMA Fellow is Facilities Manager at Pep Boys and Randy Groff, CFM, SFP is Director of Facilities and Energy at Four Seasons Produce while they are both passionate about FM and active members of IFMA. Mike Petrusky asks Lesley and Randy about their career journeys, finding each other, and the importance of connecting with a suppo…
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Welcome back, CEOs! In this episode, we dive into the crucial topic of setting effective revenue goals for your small business. I'll be sharing insights on how to balance personal time and health alongside business responsibilities. Before you begin to calculate your revenue goals, you need to consider your personal cost of living and desired take-…
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Send us a Text Message. When wildfires rage, clear communication is the ultimate firebreak. In this episode, Tim Conrad sits down with Mike Lupien, a public relations expert, to discuss his experiences during the 2023 British Columbia wildfire season and the infamous 2016 Fort McMurray fire. Mike shares his insights on crisis communication strategi…
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Darshan Desai is the COO and Head of Risk at Beach Point Capital, a $15 billion credit shop based in Santa Monica, CA. Darshan and I discuss his career path, which began at York Capital, his move to Kansas City to works for BATS, and then finding his way to Beach Point in 2010. Darshan shares his experience and learnings from seeing two firms ramp …
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Do you need someone to help you avoid getting distracted when you set new projects for your business? In this episode, we're talking about shiny distractions - those tempting new ideas that can lead entrepreneurs astray. Fortunately, having a trusted sounding board alongside you will help you recognize and avoid shiny distractions. Learn how to cho…
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Send us a Text Message. Navigating chaos with calm. In episode one, Tim Conrad interviews Brie Thorsteinson-Ogle, an expert in strategic behavioural communication, about their experiences managing communications during the brutal 2023 British Columbia wildfires. Brie discusses the critical importance of building trust, simplifying complex processes…
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James Waddell is President and Chief Revenue Officer at Cognitive Corp where he is passionate about transforming the built environment through AI. Recorded live at IFMA’s Facility Fusion in Boston, Mike Petrusky asks James how organizations can adopt AI in FM and enable “AI Champions” who are given free rein to experiment to find what works. James …
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Do you feel that you shouldn't delegate tasks to your team because it would be easier and faster to do them yourself? In this episode, we're diving deep into the crucial topic of effective delegation and empowering your team. I'll be tackling the common fear of delegating tasks and the harmful cycle of micromanaging, explaining how it can hinder yo…
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Amy Knapp is the COO of Corsair Capital, a private equity firm that is focused on buyouts and infrastructure. When we started the podcast, the goal was to share best practices among investment operations professionals, and my conversation with Amy fires on all cylinders. Amy discusses her career path from public accounting to an unexpected opportun…
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This Sponsored Insight highlights Nasdaq’s Solovis, a multi-asset class portfolio, data, and risk management system for asset owners. We spoke with Jeff Manning of Verger Capital Management, a $2.8 billion OCIO that was created out of the Wake Forest University Office of Investments. Verger’s CIO, Jim Dunn, was an early guest on Capital Allocators,…
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Jim Dunn is the CEO and CIO of Verger Capital Management, an Outsourced CIO business whose anchor client is Wake Forest University. Prior to forming Verger, he served as CIO of Wake Forest for five years. That transition from a sole client to an OCIO business, is a fascinating part of our conversation. Before joining Wake, Jim traveled the world as…
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Hi everyone! In today's episode, we're diving deep into the art of delegation in your business. What makes the "why" behind a task crucial for effective communication and performance? I'll be sharing insights on how explaining the reasoning behind a task, not just the task itself, can dramatically enhance your team's performance. Sharing the why fa…
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Audrey Schultz, Ph.D. is Chairperson and Professor of Construction Management, Facilities Management & Real Estate Practice Programs at Pratt Institute where she is passionate about the importance of education and innovation in the future of the built environment. Mike Petrusky asks Audrey about her philosophy for empowering the next generation of …
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Welcome back, CEOs! How are you feeling about the goals you set at the beginning of the year? In this episode, I share 4 actionable strategies to stay motivated, even when the initial excitement of setting goals wears off. We'll talk about the importance of understanding our "why," reflecting on past successes, creating routines, and rewarding ours…
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Karl Sprules is the COO at Alliance Bernstein, a global asset manager with $725 billion in assets and over 4,700 employees. I really enjoyed speaking with Karl as he shows how you can be nimble at scale. We cover a lot of territory from his beginnings at Alliance Capital in the technology group, navigating the merger that created AB, and his evolut…
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Welcome back, CEOs. In this episode, we're going to explore the art of delivering difficult messages effectively as a small business owner. I'll be sharing 3 crucial steps to mastering communication in sensitive or challenging situations. We'll learn how to make feedback receivable, actionable, and balanced, which can transform our team's developme…
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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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Hey there, in this episode, I'll be unveiling a 12-step decision-making framework to elevate your decision-making game and ensure that each choice you make propels your business forward with confidence and clarity. We'll dive into the process of defining the problem clearly, gathering information, considering multiple perspectives, and more. I unde…
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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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Get ready to learn about 6 non-negotiable foundations that will take your business to the next level. In this episode, I uncover the cold hard truths and practical strategies behind consistency, confidence, focus, personal growth, boundaries, and rest – essential elements for your business growth journey. I'll share real-life examples and experienc…
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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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Tune into this episode for advice on leading through tough times in your business. When we assess the real truth about business decline, we can make solid decisions on navigating uncertainty. I'll discuss the importance of stepping up your marketing, considering the long-term sustainability of your business plan, and involving your team in a positi…
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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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In this episode, you will learn about the power of creating a 90-day growth map and action plan to propel your business forward. I'll share my personal entrepreneurial journey and take you through the process of turning big dreams into actionable 90-day plans. My 5-part framework, the CEO PulseCheck, is designed to help you build action-oriented go…
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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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Systems and processes are vital to your business excellence, but they won't get you very far without one thing that only you can provide: leadership. In this episode, I'll tell you about three team communication challenges that visionary leaders face and how you can overcome them by establishing shared purpose. This way, you can avoid simply jumpin…
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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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In this episode, we'll explore the top 5 most common hiring mistakes that many CEOs encounter, such as the "one and done" mentality, where we often believe that hiring should be a one-time task, and the potential detriment of taking hiring decisions personally. We'll also delve into the importance of watching for red flags during the interview proc…
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