All Episodes
Displaying 1 - 11 of 11 in total
The Private Capital Strategy Series Episode 16: How To Fix The Full Accounting Workflow At Your Firm
How do you make sure the day-to-day runs smoothly across your entire firm, and not just LP reporting? Offloading time-consuming back-office tasks to an experienced tea...
The Private Capital Strategy Series Episode 15 – Two CFOs: The Realist’s Outsourcing Playbook
Celeste Barone and Mike Trinkaus have built careers cutting through the complexities of fund operations, outsourcing and strategy. Celeste is the former CFO of Commonf...
The Private Capital Strategy Series Episode 14: How BV Investment Partners does operations
What do established private equity firms do differently to consistently achieve success? Listen to Jonathan Holmes, Managing Director, CFO and CCO of BV Investment Par...
The Private Capital Strategy Series Episode 13: Why co-sourcing is surging now
The term ‘co-sourcing’ is more than mere industry jargon. It signifies a pivotal strategy in private capital management. Listen in as industry veterans Mike Trinkaus, ...
The Private Capital Strategy Series Episode 12: Outsourcing and co-sourcing for the unknown
What is Joshua Cherry-Seto’s playbook for outsourcing in today’s environment? We discuss this with him in our most recent webcast below and ask Mike Trinkaus how co-so...
The Private Capital Strategy Series Episode 11: New ways to connect with institutional investors
Is the traditional networking milieu of drinks and steak being supplanted by more active engagements like sports and hikes?James Rulli of Old City Investment Partners ...
The Private Capital Strategy Series Episode 10: Co-Sourcing
Counting on your fund administrator’s technology alone to insulate them from the industry-wide talent shortage may be only a temporary solution. More firms are crossin...
The Private Capital Strategy Series Episode 9: Habits of a Champion Team
How do you build a championship team that wins the World Series, and in the world of finance?Former Yankees Coach Dana Cavalea shares how he led the team’s strength, c...
The Private Capital Strategy Series Episode 8: Emergent managers demand better and more efficient operations
Listen in as Chris Valentine of Celeres Capital and Paul Filanowski discuss investing growth capital in overlooked markets with diverse founders, including the greates...
The Private Capital Strategy Series Episode 7: Where fundraising and fund services match up
Nancy Vailakis of Ancram IRBD LLC joins Paul Filanowski to map out where fundraising and fund services match up and how to make that work best.
The Private Capital Strategy Series Episode 6: Private equity and telling your story
Elana Margulies Snyderman from EisnerAmper speaks to Paul Filanowski about private capital, and telling your story. If you haven’t listened to Elana’s interviews, look...