Brendan Coughlin: The Private Bank Playbook

Jason Wright: The New Fan, The New Game, The New Opportunity

This month on Fund Fanatics, hosts Scott Aleali [https://www.linkedin.com/in/scottaleali/] and Jeff Maier [https://www.linkedin.com/in/jeffmaier/] sit down with Jason Wright [linkedin.com/in/jasongwright/?skipRedirect=true], Managing Partner of Project Level at Ariel Investments, for a deep dive into one of the fastest-growing opportunities in sports: women’s sports investing. Jason shares insights from his unique journey — from NFL running back to McKinsey partner to becoming the first Black team president in NFL history with the Washington Commanders — and now leading private equity investments in the future of sports. Topics covered: • Why women’s sports are entering a breakout era • The investment case and valuation gap in leagues like the WNBA • How private equity can drive value creation in sports franchises • Media rights, fan evolution, and digital engagement trends • Lessons in leadership, resilience, and building high-performance teams From macro trends to on-the-ground execution, this conversation is packed with perspective on where sports — and capital — are heading next.

Pete Haskopoulos: AI, Risk & Building Petra Funds Group

What does it take to leave a stable CFO job and build one of the fastest-growing fund admins in the market? Pete Haskopoulos [https://www.linkedin.com/in/peterhaskopoulos/], Co-Founder of Petra Funds Group, joins Scott Aleali [https://www.linkedin.com/in/scottaleali/] and Jeff Maier [https://www.linkedin.com/in/jeffmaier/] on Fund Fanatics to talk about scaling to 1,200+ funds, leveraging AI as a competitive edge, and why fund admin is evolving faster than ever. We cover: * Breaking the “addiction to direct deposit” * Why AI + prompt engineering is the future * How to choose the right fund admin partner * Lessons from underestimating early demand * Building a culture where top talent thrives

Ben Jamron: The Change Agent

Creating. Building. Selling. Maintaining. In Part 2 of Fund Fanatics' Builders & Fund Administration series, Scott Aleali [https://www.linkedin.com/in/scottaleali/] and Jeff Maier [https://www.linkedin.com/in/jeffmaier/] sit down with Ben Jamron [https://www.linkedin.com/in/ben-jamron-a917ba5a/], Head of Fund Administration for IQEQ [https://iqeq.com/], to unpack his entrepreneurial journey — from leaving a comfortable GP role to founding JGM Fund Services in 2014 and scaling it to $25B+ in AUA before its sale to IQEQ in 2022. Ben shares hard-earned lessons on complacency, entrepreneurship, scaling mistakes, integration after a sale and how to protect culture and client experience in a growing firm. Plus, reflections on leadership, evolution and making up for lost time after the grind.

Brandon Sedloff: Click Post, Reach Millions

What if the most powerful stage in private markets isn’t a conference… but your LinkedIn feed? Scott Aleali [https://www.linkedin.com/in/scottaleali/] and Jeff Maier [https://www.linkedin.com/in/jeffmaier/] flip the script on Brandon Sedloff [https://www.linkedin.com/in/brandonsedloff/] — Chief Real Estate Officer at Juniper Square and host of The Distribution Podcast — to talk AI (bubble or durable shift?), the evolution of fund administration, industry consolidation and why executives are sleeping on the massive opportunity to build their voice online. “Click post” might be the highest-ROI move you make all year.

Brendan Coughlin: The Private Bank Playbook

Fund Fanatics is back—and we’re kicking off the year with a powerhouse conversation. This episode, Scott Aleali [https://www.linkedin.com/in/scottaleali/]and Jeff Maier [https://www.linkedin.com/in/jeffmaier/] sit down with Brendan Coughlin [https://www.linkedin.com/in/brendan-coughlin-b924981/], President of Citizens Financial Group, to unpack what it really takes to build and lead at the highest level in financial services. From launching Citizens Private Bank in the aftermath of the 2023 banking shakeup to scaling a service-led culture with over $13B in deposits, Brendan shares what he’s learned by winning by losing. We dive into reimagining the future of banking, the massive generational wealth transfer reshaping the industry, how AI is changing the operating model and why trust, advice and people matter more than ever. Brendan also opens up about balancing ambition with family life, building side hustles inside big organizations and taking smart career risks without waiting for permission.