Investment Management Operations Beth Gilje, Founder – Union Park Consulting (EP.18)
12 snips
Jan 16, 2024 Beth Gilje, founder of Union Park Consulting, discusses enhancing performance data, accelerating performance reporting, managing service providers, and technology selection for investment institutions. They reflect on their experience at Lehman Brothers during the rise of electronic trading and the challenges faced. They also discuss recruitment and retention challenges in operational roles, tailoring vendor recommendations, the evolution and benefits of iBores, challenges with alternative investments in PDF format, and hiring operational consultants.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 4min
Reflections on Lehman Brothers and the Rise of Electronic Trading
04:11 • 19min
Recruitment and Retention Challenges in Operational Roles
23:31 • 10min
Tailoring Vendor Recommendations Based on Client's Team
33:16 • 15min
The Evolution and Benefits of iBores in Investment Offices
48:09 • 2min
Challenges with Alternative Investments in PDF Format and the Use of AI Technology
50:10 • 3min
Book recommendations and advice for hiring an operational consultant
53:15 • 3min