Eric Wortman, COO & CCO – Stable (EP.45)

Investment Management Operations

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30d ago 34:31

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Eric Wortman is the COO and CCO of Stable, a GP stakes firm with over $4.5B in assets.

If you are an emerging manager or thinking about spinning out, this is the episode for you. As people will tell you, building your own firm and team is vastly different than managing a portfolio.

We cover the fuzzy topic of what it means to be “institutional”, how to select the right service providers, critical tech, talent acquisition and other foundational areas of launching a firm.

We then tackle best practices on designing a repeatable sales process, the importance of branding and common areas that slow down early-stage managers.

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