Heather Kennedy Miner, COO – Advent International (EP.55)
Heather Kennedy Miner is the COO at Advent International, one of the largest private equity firms in the US.
I enjoyed sitting down with Heather to talk about her career path beginning with investment banking and then her 20 years at Goldman Sachs evolving into a variety of positions giving her a unique combination of technical and soft skills well suited for the COO role.
We discuss Advent’s 40-year evolution and why its doubling down on its commitment to being a pure play private equity firm when many others are diversifying asset classes.
Heather shares how the firm is thinking about strategy, growth, where they are with AI adoption and why developing top investors to also be great leaders is a priority to the organization.
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55:47
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55:47
Kent Collier, CEO – Octus (EP.54)
Kent Collier is the CEO of Octus, the leading voice in data and intelligence for the credit markets.
It was exciting to sit down with Kent to hear about his role as an investor and how he saw an opportunity in the market to create something bigger with the way Wall Street accessed critical information.
Kent shares his experience on how they expanded from a single product to developing a full product roadmap, the tradeoffs of organic versus inorganic growth and why he is particularly excited about their recent acquisition of Sky Road, a market-leading order management system.We then discuss the importance of their rebranding, the current state of GenAI in the credit markets and why today’s CEO must also act as the Chief AI Officer.
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42:37
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42:37
Reena Jashnani-Slusarz, COO & GC – Juniper Hill Capital Management (EP.53)
Reena Jashnani-Slusarz is the chief operating officer and General Counsel at Juniper Hill, a multifamily office based in Menlo Park, California.
I had fun sitting down with Reena to talk about her non-linear career arc to find herself in a GC and COO role.
This was a wide-ranging conversation touching upon some of the legal and operational complexities of investing in crypto from a VC perspective and how one gets up to speed on new asset classes like catastrophe reinsurance. This is all about the intersection of traditional operational frameworks on new and emerging asset classes.
We then discuss the current state of multi-family offices today and how investors want a higher touch experience and the implications for those in operations and beyond.
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42:53
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42:53
Letti de Little, CCO – Grain Management (EP.52)
Letti de Little is the Chief Compliance Officer for Grain Management, a private equity firm that invests in telecom, infrastructure, and wireless spectrum assets.
Today’s LP is focused on finding uncorrelated assets more than ever. But doing so often requires an understanding of the operational nuances which are different from buying traditional, tradable securities. I spent some time with Letti to unpack some of the common legal and operational elements for investing in this asset class.
We cover how wireless spectrum auctions work and how Grain manages the dual regulatory oversight of the Securities and Exchange Commission and the Federal Communications Commission. We also talk about what ODD practitioners should know about with this lesser-known strategy.
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45:01
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45:01
John Fitzpatrick, Sr. Managing Director & CTO AAMT – Blackstone (EP.51)
John Fitzpatrick is a Senior Managing Director and Chief Technology Officer of Alternative Asset Management Technology at Blackstone.
These are exciting times in technology with a lot of moving parts so I was excited to sit down with John to get his perspective on where we are today and where we’re going.
John shares his thoughts on the big picture with trends in data acquisition, automation and process improvement. Whether you are a technologist or someone accountable for technology there are some great takeaways.
We also discuss common challenges of technology selection and adoption, budgeting, and how one can effectively manage expectations with non-technical leaders.
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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 public and private markets. Learn more and join our community from www.capitalallocators.com.
Ireland