
Andrew Dorle is the Director of Investment Operations and Analytics at GHR Foundation. Based out of Minneapolis, GHR’s mission is to is to be of service to people and their limitless potential for good.Andrew takes us through his migration from the investment side into operations — the unexpected lessons that carried over and why that dual perspective has become a competitive advantage. We dig into how GHR moved analytics from a secondary focus into the core of decision-making.From there we discuss how communication works between teams, why data integrity is the non-negotiable first principle, and what a lean, all-director team can do faster when they’re aligned on the fundamentals.We get tactical on technology and vendor strategy - their philosophy on best-in-breed versus all-in-one platforms, how they evaluate new entrants and where AI can realistically help a small, nimble foundation move the needle on workflows. For anyone building or scaling operations at a foundation or multi-family office — this is a conversation on what foundation operations can look like when operational discipline and analytical rigor are aligned.Learn More Follow Capital Allocators at @tseides or LinkedIn Subscribe to the mailing list Access transcript with Premium Membership Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)
Podzilla Summary coming soon
Sign up to get notified when the full AI-powered summary is ready.
Free forever for up to 3 podcasts. No credit card required.

Michael DeAddio, COO – Paloma Partners (EP.79)

Glen Shields, CEO – GP Fund Solutions (EP.78)

Adam Ciborowski, Principal – RCP Advisors (EP.77)

Cesar Estrada, Head of Private Markets – Arcesium (EP.76)
Free AI-powered recaps of Investment Management Operations and your other favorite podcasts, delivered to your inbox.
Free forever for up to 3 podcasts. No credit card required.