Nasdaq Solovis at Verger Capital (EP.28)

Investment Management Operations

May 16, 2024•34 min•Ep. 28

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Episode description

This Sponsored Insight highlights Nasdaq’s Solovis, a multi-asset class portfolio, data, and risk management system for asset owners.

We spoke with Jeff Manning of Verger Capital Management, a $2.8 billion OCIO that was created out of the Wake Forest University Office of Investments. Verger’s CIO, Jim Dunn, was an early guest on Capital Allocators, and that conversation is replayed in the feed.

Jeff oversees all financial operations at Verger including the team, reporting, and strategic decisions. He provides a detailed case study on how Verger enhanced its operational capabilities as it scaled and how a partnership with Solovis helped drive efficiency.

We are grateful for Nasdaq Solovis’s sponsorship of Investment Management Operations and are eager to highlight their contributions to the asset owner community.