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Episode Description:

This 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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All opinions expressed by Ted and podcast guests are solely their own opinions and do not reflect the opinion of the firms they represent. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions.