Investment Management Operations

Lawrence Miller, CTO – Wilshire (EP.25)


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Lawrence Miller is the CTO of Wilshire, an independent investment management firm that offers consulting services, analytical products, and manages funds for a global client base.


For many of us owning and understanding technology is critical for our business. However, many of us have come up through the ranks without hands-on training.  This is where Lawrence lends a hand.


We cover Lawrence’s start as a quant at JP Morgan, lessons learned launching a startup, and how his time as a technology consultant landed him the CTO role following a ransomware attack.


While these cyber-related issues are often discussed at a high level one rarely get into the weeds on actual events. We cover how to respond to a ransomware attack, the current state of disaster recovery and what makes a good penetration test. We then turn to onboarding a new service provider, better tech focused due diligence questions for allocators and why taking a python class can help you be a better operational leader or IR person.


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Investment Management OperationsBy Ted Seides – Allocator and Asset Management Expert

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