Investment Management Operations Sean Arp, COO – University of Wisconsin Foundation (EP.09)
Sep 26, 2023
Sean Arp, COO of the University of Wisconsin Foundation, discusses investment operations, collaboration, due diligence, technology, peer networks, and governance. He highlights the challenges of managing a forever money portfolio, foundation governance and investment committee, automation in board reporting, managing expectations and partnering with CIOs, and the importance of operations in starting a fund.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 4min
Managing a Forever Money Portfolio
04:19 • 19min
Foundation Governance and Investment Committee
22:53 • 2min
Automation in Board Reporting and Concentrated Portfolios
24:33 • 3min
Managing Expectations and Partnering with CIOs
27:26 • 4min
The Importance of Operations and Finding Trustworthy Resources in Starting a Fund
31:34 • 2min