Beth Gilje, Founder – Union Park Consulting (EP.18)

Investment Management Operations

Ted Seides – Allocator and Asset Management Expert, Ted Seides – Allocator, and Asset Management Expert द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Ted Seides – Allocator and Asset Management Expert, Ted Seides – Allocator, and Asset Management Expert या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।

4M ago 55:23

MP3•एपिसोड होम

Today’s Sponsored Insight features Beth Gilje, the founder of Union Park Consulting, a leading investment operations consulting firm that provides operational and technical consulting to some of the world’s leading institutions and family offices. Prior to founding Union Park, Beth worked at the investment office of the University of Pennsylvania from 2015 to 2020. Prior to Penn, Beth spent time at Partners Capital before beginning her career at Lehman Brothers.

As we all know upgrading your investment operations is a complex matter. Beth provides great insight on the common, yet often overlooked challenges for investment institutions. We spend time uncovering how to enhance performance data, finalize performance reporting faster, and best practices on managing service providers. I also enjoyed talking about technology selection as a function of one’s operational strengths and weaknesses. Whether you are running lean or have a deep bench, there are tons of helpful takeaways.

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