Épisodes

  • The Private Capital Talent Series Episode 12: Embracing Operational Change to Grow and Scale Your Business
    Sep 19 2024

    Elaine Chim has built a career cutting through the hype of fund operations, outsourcing and strategy. She is a Global Head of Product for Closed-Ended Funds at Apex Group and a member of Apex’s Executive Committee. Apex Group is dedicated to driving positive change in financial services while fueling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. For over two decades, the Group has continually disrupted the asset serving industry through its continuous investment in innovation and talent. Today, Apex Group sets the pace in asset servicing and stands out for its unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. We will ask Elaine how Apex has been able to achieve this while at the same time acquiring a number of key firms and companies in their space.

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    30 min
  • Private Capital Talent Series Episode 11: Structuring Legal, Tax and HR for Scale
    Mar 4 2024

    Navigating carried interest planning can be challenging, but having a better understanding of different structure models may provide some additional clarity to your firm.

    Listen in as Paul Patrow and Esther Chiang, partners at Paul Hastings, discuss different carried interest planning structures and answer any open questions about the models.

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    32 min
  • The Private Capital Talent Series Episode 10: Fund operations, where workflow innovation goes to die
    Sep 14 2023

    The spreadsheet is never going to go away in private capital fund operations. And AI, RPA and blockchain are going to arrive on the shores of PE and VC workflows last.

    We ask Steven Boydstun of MUFG why, and why what you should do next is not what you think. Steven explains why the right next step is not to sit back and get complacent. Steven discusses why smart firms are going the other way, and tripling down on the right technologies.

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    33 min
  • The Private Capital Talent Series Episode 9: Cross-functional efficiencies and streamlining the investment closing process for deal teams
    May 10 2023

    Mark Feirman of Cross Rapids Capital answers questions on cross-functional efficiencies, specifically streamlining the investment closing process for deal teams, LP onboarding and client communications, as well as data and performance analysis for the firm and portfolio companies. How does that work at large firms, and what is the right process for growth firms?

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    30 min
  • The Private Capital Talent Series Episode 8: Midwestern private capital and operational excellence
    Dec 22 2022

    Episode 8 of The Private Capital Talent Series features Isabel Walch of Drive Capital. We ask Isabel about the tested realities and opportunities of breaking new ground in the VC world, including the new geography of operational excellence.

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    33 min
  • The Private Capital Talent Series Episode 7: Arming emerging managers for private capital 2.0
    Dec 16 2022

    Episode 7 of The Private Capital Talent Series features PKF O’Connor Davies’ Michael Stellwagen and PFA Solutions’ Ryan Burger for an assessment of today’s environment for emergent managers, GPs generally, and what tools are now available for new leaders in this industry. Learn where and how emergent managers can break through, and how to get the right help to do it.

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    30 min
  • The Private Capital Talent Series Episode 5: What to watch for in fund admin consolidation
    Jul 5 2022

    Listen to episode 5 of The Private Capital Talent Series with Jeff Solomon of Paddock Capital Markets as he discussed M&A activity and tech in private markets.

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    25 min
  • Private Capital Talent Series Episode 4: Raising your second fund and managing talent liquidity
    Jun 10 2022

    We’ve invited top tier private capital consultant Melanie Cohen and PFA’s Ryan Burger to talk about raising your second (or third fund) and talent liquidity in private capital.

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    29 min