The COO Roundtable: Episode 54

In Episode 54, Matt is joined by two operations professionals he has worked with in the past.  Bryce Wisan is the Managing Director, CFO, and CCO with Sepio Capital, headquartered in Salt Lake City, UT.  Angie Tower is Managing Director and COO at Prairie Capital Management, located in Kansas City, MO.  Sepio Capital manages approximately $7 billion for high net worth and ultra high net worth clients, many who have recently experienced an exit from a startup.  The firm currently has 28 employees and is contemplating a shift in focus from wealth management to asset management.  Prairie Capital Management’s team of 40 employees oversees more than $6 billion for individual clients, foundations, and endowments.  They consider themselves a holistic wealth manager with a focus on private equity and alternative investments.  Bryce and Angie both joined their firms about 18 months ago, and they discuss with Matt how they’ve looked to add scale and efficiencies to their organizations, as well as:

• How they each approach the people management side of their roles
• Strategies they both have implemented to increase user adoption of new tools and processes
• Where they see their firms getting more complex in the years ahead, and how they have started addressing that complexity today
• Their approach to client segmentation

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You can read the full transcript here.