We’re excited to announce the release of a special edition Opus Fund Services “Open Kitchen” podcast, featuring home cooking from our very own Nikki Coia and Robin Chisholm!

Opus is fortunate to have two such experienced industry veterans driving our commitments to deliver the highest client service standards and operational excellence in an AI-first, but very much human, way.

In this latest episode, Nikki and Robin sit down with host Leo LaForce to share their mutual insights for scaling a world-class service organization and a global, intelligently automated operating model in an integrated way:

·       Playbooks shaped from BlackRock, Morgan Stanley, Nucleus experience
·       Optimizing hybrid human-agentic teams across functions & geographies
·       The “Brilliant Basics” for delivering predictable cycles & client outcomes
·       Developing a “risk aware” ethos for managing operational complexity
·       The benefits of operating in Glasgow, a growing financial services hub

Both Nikki Coia, Global Head of Client Success, and Robin Chisholm, Regional COO - EMEA, are located in Opus’ expanding Glasgow office, which provides local service expertise to EMEA clients, as well as helps ensure responsive service for all Opus clients, regardless of time zone, as a core part of our seamless global operational model. 

“The Opus Open Kitchen” podcast brings unique perspectives to our listeners from some of the world’s leading fund managers, allocators, capital raisers, consultants, and service providers across key themes shaping the alternatives investments industry.

Check out our in-depth conversation with Nikki and Robin, with “Operational Excellence in the Age of AI” available now on:

Apple Podcasts:
https://podcasts.apple.com/us/podcast/operational-excellence-in-the-age-of-ai/id1872499401?i=1000779297693

Spotify:
https://open.spotify.com/episode/2LtIDIY3Zuk7qIr5yUFT19?si=-rGErCnrSLe4mBNYvT553w

And read the full press release to learn more:
https://www.prnewswire.com/news-releases/opus-fund-services-discusses-delivering-operational-excellence-in-the-age-of-ai-302841284.html

‍ Opus. Engineered for Growth.‍ ‍

‍We’re excited to announce the latest episode of the Opus Open Kitchen podcast is now available.‍

Thank you Seth Damski and Avi Sage of Old City Investment Partners for sitting down with host Leo LaForce to share their 20+ years of capital raising expertise.‍

Seth is the Founding Partner and Avi Managing Director at Old City Investment Partners, recognized as one of the world’s top placement agents. Founded in 2006, Old City identifies high-quality alternative investment sponsors for a growing investor base of families and institutions, placing over $20 billion of institutional capital with clients since their inception.‍

“The Opus Open Kitchen” podcast brings unique perspectives to our listeners from special guests at some of leading allocators, capital raisers, consultants, and managers across key themes shaping the alternatives investments industry.‍

Check out our in-depth conversation with Seth and Avi, available now on:‍

Apple Podcasts:‍

https://podcasts.apple.com/us/podcast/discovering-alpha/id1872499401?i=1000778036903

Spotify:‍

https://open.spotify.com/episode/6ApShDmY578qjBK3rRDbuG?si=bJVytPH5RCKCfZ9uDRzByA

And read the full press release to learn more:‍

https://www.prnewswire.com/news-releases/opus-fund-services-explores-20-years-of-discovering-alpha-with-old-city-investment-partners-302834162.html

Opus. Engineered for Growth.

We’re grateful to Stephanie Sirois for spending time with us in the Opus Open Kitchen!

The “Opus Open Kitchen” podcast features valuable personal and professional insights from leading alternatives investment industry professionals.  Our latest episode, “Beyond Performance - Elevating Operational Due Diligence” explores how operational due diligence (ODD) have evolved from a perceived check the box exercise to a powerful determinant on whether a fund manager gets allocated capital.

Stephanie is the Co-Founder and Managing Principal of Channel Diligence, a global ODD advisory firm delivering deep industry expertise to both allocators and fund managers across every stage of the investment lifecycle, with an emphasis on institutional-quality operational due diligence. Thank you Stephanie for sitting down with Opus’ Leo LaForce to share your expertise on:

·         Why ODD increasingly matters to investors

·         Impacts of this trend on emerging & established managers

·         What Operational Excellence really means

·         Importance of service provider selection

·         Red flags and mistakes to avoid in ODD

·         Institutionalization as a competitive edge

Read the press release:

https://www.prnewswire.com/news-releases/opus-fund-services-discusses-the-elevation-of-operational-due-diligence-with-channel-diligences-co-founder-stephanie-sirois-302745920.html

Thank you to Global Custodian for recognizing that Opus is truly “Engineered for Growth”.  The industry journal highlights four key ways that Opus helps fund managers scale faster and differentiate themselves as a long-term institutional-quality partner to investors. It’s a quick but worthwhile read at a time when managers who shine during operational due diligence have a competitive edge in attracting allocator capital.

Read the article here:

https://www.globalcustodian.com/thought-leadership/why-some-fund-managers-scale-faster/

Francisco Garrido, VP of Operational Due Diligence at $100+ billion investment manager Pantheon sits down with Opus' Leo LaForce to discuss with Opus what operational due diligence is, how it's evolved, and why it matters more than ever for fund managers looking to raise capital in an ultra-competitive alternative investments landscape. Francisco shares insights from his 20-year career evaluating multi-billion dollar hedge funds and private markets funds while working at some of the world's top allocators and investment consulting firms.

Heading into 2026, with a backdrop of increasing exit activity, improving M&A appetite, and an open IPO window, Private Markets continue to be both an established, yet still dynamic, asset class and a core component of institutional investors’ portfolios.

Read more here on the trends Opus is seeing and how we’re helping fund managers be ready to manage operational complexity and capture opportunities within the global private markets.

Opus Fund Services would like to thank all our clients and other guests who attended our recent Engineered for Growth event at the Harvard Club of New York City. It was rewarding to bring together a room full of ambitious fund managers at various growth stages and a world-class panel of experts across capital raising, due diligence, and operational best practices.

We appreciate Kunimi Kawamura, Julia Reyes, John Ward, Matt Auriemma, Jason Plawner, CFA for joining Christian Pollard and Leo LaForce onstage to share their actionable insights and real-world advice for building long-term scalable fund businesses attractive to institutional allocators.

Here are just some of the highlights and key takeaways from the event.

Opus. Engineered for Growth.

AI is transforming financial services — but what about fund administration? At Opus, we’re not just talking about AI. We’re using it. This white paper showcases 6 ways Opus blends intelligent automation with human expertise to deliver faster reporting, deeper insights, and a scalable service — today, not tomorrow

We're pleased to be featured in Global Custodian, highlighting how Opus Fund Services uses intelligent automation to uniquely prove our platform works the way we say it does. The way investors want fund administration to be: transparent, accurate, cost-effective, and mitigating operational risks. It's a quick read, explaining why one fund manager told us last week "Nobody wants crappy ravioli!"

Let’s connect to chat on why fund managers and investors are preferring Opus' "Open Kitchen" approach to fund administration partnerships.

Global Custodian Article

Launching or expanding a fund management business has never been more complex.

Opus has been helping emerging managers launch and scale their operations for twenty years. As service partner selections are a key consideration for investment managers, we are excited to share our insights in collaboration with industry leaders Truss Edge, Dechert LLP, and RFA in this multi-part guide to a successful fund launch. Please find the first release below with future editions coming soon!  

Connectwith Opus to explore how we help fund managers achieve efficient, scalable businesses.

Opus Fund Services is pleased to share Part Two of the serialized Key Strategies for Emerging Managers published by Truss Edge, in collaboration with Dechert LLP, and RFA.

This installment, "Optimizing Operations", includes insights from Opus' Christian Pollard and covers a new range of best practices critical for a successful fund launch:

• Selecting service providers, including a fund administrator

• Comprehensive approaches to mitigating key person risk

• Considerations for outsourcing CFO/COO roles at the start

• Approaches for managing a remote-based hedge fund

Access the e-book below and let's connect to explore how Opus helps emerging managers of all strategies and sizes achieve their next level of growth:

• Meeting the rigorous new standards of institutional investors

• Evidencing resilient infrastructure & robust cybersecurity

• Scaling using intelligent automation & digital-first workflows

• Unifying their data structure to meet diverse reporting needs

Thank you to Truss Edge for the continued partnership.  We look forward to sharing the next installment soon!

At Opus, we are setting new standards in fund administration. In this article, Mike Canni, our Chief Operating Officer, explains how strategic enhancements to our Client and Investor portals are designed to optimize operations and elevate user experiences. Discover how our commitment to continuous innovation empowers fund managers and reshapes the industry.

In this Global Custodian article, our Robin Bedford explains how ATR+ takes transparency to a new level. Providing ~80 data real-time data points, ATR+ enables investors to perform a more effective due diligence process.