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Investment Management Operations

Investment Management Operations

By: Ted Seides – Allocator and Asset Management Expert
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Summary
 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 public and private markets. Learn more and join our community from www.capitalallocators.com.© Capital Allocators Economics Personal Finance
Episodes
  • Lakshay Chauhan, CEO – Finpilot (EP.89)

    Lakshay Chauhan, CEO – Finpilot (EP.89)
    Nov 3 2026
    Lakshay Chauhan is the CEO and Co-Founder of Finpilot, an AI knowledge management system for the investment office.Lakshay shares how he saw the opportunity to build Finpilot, which has evolved into a platform that knows everything the office knows about its managers, funds, and portfolio. Agents do the work on top of it, covering diligence, monitoring, and reporting.We discuss what software engineering can tell us about where investment work is headed, what makes for great design partners, and why certain technology favors the lean team.We also dig into what it actually takes for an office to use AI well – the importance of being a subject matter expert and what will follow the AI chat window.Learn MoreFollow Ted on X at @tseides or LinkedInSubscribe to the mailing listAccess Transcript with Premium MembershipEditing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠)
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    48 mins
  • Dan Dashiell, COO – Asia Alternatives (EP.88)

    Dan Dashiell, COO – Asia Alternatives (EP.88)
    Oct 27 2026
    Dan Dashiell is the COO of Asia Alternatives, one of the first Asia-dedicated private equity fund-of-funds, with approximately $13 billion in assets. Let’s face it: investing in Asia requires a different set of skills, contacts, and an understanding of how culture impacts your own investment and operational playbook. Dan shares what LPs need to know about the legal, tax, and operational nuances of investing in Asia – from domicile selection, ODD considerations, and legal investment restrictions to the tax details that can quietly eat away at returns in places like India, China, Japan, and Korea. We also dig into how AI is showing up across the region and how a 65-person firm across six offices is building its own data and technology roadmap. Learn MoreFollow Ted on X at @tseides or LinkedInSubscribe to the mailing listAccess Transcript with Premium Membership Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠)
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    32 mins
  • Olivier Babin & Naunidh Bhalla – Tetrix (EP.87)

    Olivier Babin & Naunidh Bhalla – Tetrix (EP.87)
    Oct 20 2026
    Olivier Babin and Naunidh Bhalla are the co-founders of Tetrix, an AI-native investment intelligence platform built for allocators. They met during their time at Stanford GSB and talked to more than 200 potential clients before deciding what to build. Tetrix is a single stack covering document collection, extraction, normalization, and analytics, with proactive insights. We discuss what next-gen analytics looks like, with features such as portfolio company valuation variance across managers and analytics on management fees. We also dig into combining quantitative data with manager letters and other qualitative inputs without losing traceability, and the importance of getting client design feedback and turning it into a shipped feature. If you're an allocator wondering what AI-native actually looks like in practice, this one is for you.Learn MoreFollow Ted on X at @tseides or LinkedInSubscribe to the mailing listAccess Transcript with Premium Membership Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠)
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    47 mins
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