Automation in Board Reporting and Concentrated Portfolios

Sean Arp is the Chief Operating Officer of the University of Wisconsin Foundation. He oversees all investment operations, analytics, reporting, technology, personnel, and strategic initiatives. Prior to joining UWF in 2022, Sean spent eight years at Washington University in St. Louis Investment Management Company (WUIMC) where he served as Chief Operating Officer. Before WUIMC he was Chief Operating Officer and Chief Compliance Officer at Temujin Fund Management and a Director at Thales Fund Management.

Our conversation details how investment operations work at an endowment from Sean’s time at WashU and Wisconsin Foundation. We discuss collaboration with the investment office, ODD, technology, the importance of networks, and governance.

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