Danny Bloomstine

FundOpsHQ

Business EN ↓ 6 episodes

FundOpsHQ features conversations with fund operations professionals including CFOs, controllers, fund accountants, and service providers across the investment management industry. Episodes address the operational aspects of managing investment funds: reporting processes, audit preparation, technology decisions, compliance considerations, and the day-to-day challenges of fund administration. Guests share practical insights from their direct experience working with hedge funds, private equity, venture capital, private credit, real estate, and infrastructure funds. The podcast serves professional...

Author

Danny Bloomstine

Episodes

Javad Mostofizadeh, WilmerHale: What GPs Get Wrong About Side Letters, Fees & Compliance 09.03.2026 41:32

-- Summary -- Danny Bloomstine interviews Javad Mostofizadeh, a partner at Wilmer Hale, about the intricacies of fund formation law, particularly in the venture capital and private equity sectors. Javad shares insights on the role of fund formation lawyers, the importance of side letters, and the complexities of SEC registration. He also discusses management fee waivers, the significance of LPACs,...

Adam Tope, DLA Piper - Fund Formation, GP & LP Led Secondaries, & Emerging Manager Advice 19.02.2026 39:34

In this conversation, Adam Tope, a partner at DLA Piper, shares insights into the world of secondaries transactions, fund formation, and the challenges faced by emerging managers. He discusses the complexities of GP-led versus LP-led transactions, the operational intricacies involved, and the evolving trends in the secondaries market. Adam also highlights the importance of track record attribution...

Neil ODonnell & Mehak Rashid, Legal Scale: Simplicity Can Save Emerging Managers Costly Mistakes 11.02.2026 35:13

In this conversation, Danny Bloomstine speaks with Neil O'Donnell and Mehak Rashid, Managing Partners at LegalScale LLP, about the intricacies of launching a fund, the role of venture debt, and the transition from large law firms to boutique practices. They discuss the importance of simplicity in fund structures, the dynamics of investor incentives, and the significance of maintaining a strong pro...

Nick Maroules, BDO: Inside Fund Auditing, LP Transparency & ILPA Reporting 03.02.2026 25:58

Danny Bloomstine interviews Nick Maroules, a leader in asset management at BDO USA. They discuss Nick's journey in the industry, the pivotal role of auditors in fund management, the complexities of different fund types, and the evolving expectations of limited partners regarding transparency and reporting. The conversation also touches on regulatory impacts, the importance of ILPA templates for st...

How Fund Valuations Actually Work w. Monica Blocker, Houlihan Capital 02.02.2026 26:09

Keywords valuation, financial advisory, hedge funds, private equity, venture capital, crypto funds, independent valuation, compliance, asset management, investment banking Summary In this conversation, Danny Bloomstine interviews Monica Blocker, Director of Business Development at Houlihan Capital. They discuss the role of independent valuation firms in the financial advisory landscape, particular...

Navigating Real Estate Challenges with AI with PwC's Marcel Kanngiesser 26.01.2026 35:53

The conversation covers the introduction to PwC's Real Estate Consulting Practice, the client base and services offered, the scope of projects and engagements, an example of a client engagement, the transition from assurance and audit to consulting, the impact of global experience on work approach, the role of Chief of Staff at PwC, AI in real estate and value creation opportunities, and career ad...