Skip to content
Sonic AI
IM

Investment Management Operations

Scott McDonald

Summary

Investment Management Operations is hosted by Scott McDonald covering Emerging Managers, Endowment Management, Investment Operations, and Legal & Compliance. Notable guests include Rob McGrail (GC & CCO, DUMAC), Kathleen Servidea (GC & CCO, Gallatin Point Capital), and Scott Farden (COO, Nonantum Capital Partners). Episodes span from Mar 2025 to Apr 2025.

3episodes
54total claims
12topics covered
3 episodes
Scott Farden, COO - Nonantum Capital (Investment Management Operations, EP.49)
Apr 15, 2025 · WITH Scott Farden

Nonantum Capital Partners executed a highly successful launch, spinning out of Charles Bank Capital Partners and raising its first $400M fund in 45 days without making a single outbound call. The s...

Private EquityFirm LaunchSpin-OutFundraising+11 more
Kathleen Servidea, GC & CCO - Gallatin Point Capital (Investment Management Operations, EP.48)
Mar 18, 2025 · WITH Kathleen Servidea

Kathleen Servidea, GC and CCO of Gallatin Point Capital, discusses the firm's cautious but proactive approach to adopting AI, focusing on developing a formal policy to balance efficiency gains with...

AI PolicyComplianceLegalGeneral Counsel (GC)+11 more
Rob McGrail, GC & CCO - DUMAC (Investment Management Operations, EP.47)
Mar 4, 2025 · WITH Rob McGrail

DUMAC's legal and operations have grown significantly over 15 years, reflecting an industry-wide trend of professionalization in endowment management, moving from a rarity to a standard practice am...

Endowment ManagementInvestment OperationsLegal & ComplianceDUMAC+11 more

Top Topics