Investment Management Operations

• Melissa Dickerson, MD Operations & CFO – Genstar Capital (EP.50)

  Melissa Dickerson is the Managing Director of Operations and CFO at Genstar Capital,  a private equity firm based in San Francisco and founded in 1988.   In today’s competitive market, a common road map to revenue diversification is product expansion or adding a new office overseas.   This conversation is a case study on having one strategy and one office.   Melissa shares her thoughts on how the industry has changed and how their operations, reporting and service provider model have evolved while expanding their LP base globally.    We then go further down the chain to explore the current state of portfolio companies and how go-to-market playbooks have changed from an all-in-one approach to using a specialist model on things like talent management, capital markets and finance.   Learn More Follow Capital Allocators at ⁠@tseides⁠ or ⁠LinkedIn⁠ Subscribe to the ⁠mailing list⁠ Access transcript with ⁠Premium Membership⁠

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• Scott Farden, COO – Nonantum Capital (EP.49)

  Scott Farden is the COO of Nonantum Capital Partners, a Boston-based private equity firm that spun out of Charlesbank Capital Partners in 2018.  Launching a first-time private equity fund has a myriad of challenges from leaving your old firm, raising capital, finding talent and activating operations, so I turned to Scott to share his experience.  We also cover topics like proper preparation and common pitfalls when pitching LPs, building a team that can evolve with future organization complexity and things one can do to proactively build culture for firm durability.   After our sit down, Scott shared that he believes that Operations can add alpha to a PE portfolio by running it so well that it leaves the investment team out of the back office.   Learn More Follow Capital Allocators at @tseides or LinkedIn Subscribe to the mailing list Access transcript with Premium Membership

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  48:05
• Kathleen Servidea, GC & CCO – Gallatin Point Capital (EP.48)

  We can’t ignore the fact that AI is playing an increasing role in our day-to-day lives. But the question is how do we do it properly?   So I turned to Kathleen to get her insights on bringing AI in house. We cover a range of topics like how to develop an AI policy, how do we identify and assess the growing list of AI service providers. Once selected, how does one perform proper legal and technical due diligence?    As an ops or legal professional what can you do yourself and when to bring in third-party vendor due diligence providers.   We also discuss the state of legal tech today and how things like ChatGPT and Perplexity AI can play a role in the fast-moving pace of investing in our highly regulated world.    This information provided is for general informational purposes only and should not be considered legal advice. For specific legal guidance, please consult your own legal counsel.  Learn More Follow Capital Allocators at @tseides or LinkedIn Subscribe to the mailing list Access transcript with Premium Membership

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  46:53
• Rob McGrail, GC and CCO – DUMAC (EP.47)

  Rob McGrail is General Counsel and CCO for DUMAC, the management company for Duke University   As one of the world’s leading endowment managers, Rob shares his career evolution from being the first lawyer at DUMAC, how to create strong team dynamics when closing deals and how the operational investment process has evolved over time.    We cover best practices when working with established and emerging managers and the evolution of the technical and reporting requirements across direct fund investing, separate accounts and co-investments. Learn More Follow Capital Allocators at @tseides or LinkedIn Subscribe to the mailing list Access transcript with Premium Membership

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  32:12
• Emi Larson, COO – UCLA Investment Company (EP.46)

  Emi Larson is the COO of UCLA‘s endowment.   Emi shares what it’s like going from an ops role at an emerging market manager to a hedge fund of funds and how it led to a COO role of a well-known university.   We cover how to make that leap from Director of Operations to the COO seat and the key skills needed for that position. We tackle how non-profits keep up with growing business complexity, the challenges with West Coast hiring and how overbuilding select parts of your tech stack can help you scale.   I would like to note that we recorded this not long before the fires engulfed Los Angeles. With UCLA being is in the heart of LA, our hearts are with the folks out there. Here is a link to donate to the LAFD Foundation. Learn More Follow Capital Allocators at @tseides or LinkedIn Subscribe to the mailing list Access transcript with Premium Membership

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