

Michael Lukasek, Managing Director – University of Pennsylvania (EP.26)
Apr 23, 2024
Michael Lukasek, Managing Director and COO for the University of Pennsylvania's Office of Investments, discusses the evolution of endowment operations, technological advancements, triggers for change, future of fund admins and custody banks, and the changing role of investment data. He also emphasizes the importance of research, networking, and operational due diligence in investment management.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 2min
Navigating Growth and Challenges in Investment Operations
02:07 • 24min
Challenges in Valuing Companies and SEC Rule Impacts on Timely Information Delivery
26:24 • 2min
Strategic Decision-Making and Utilization of Service Providers in the Industry
28:11 • 3min
Advancing Systems and Hiring Practices in Investment Management
31:17 • 7min
Advice for Emerging Managers and Industry Resource Recommendations
37:48 • 3min