What does it take to evolve from a back-office number cruncher to a boardroom strategist? In this episode of Fund Fanatics, Scott Aleali and Jeff Maier sit down with Jason Donner, CFO of Veritas Capital, to unpack a few of his insights from the Private Funds CFO’s feature, “The Strategic CFO.” Jason shares his take on the rise of retail investors, the evolving role of the private markets CFO, and what it really means to earn a seat at the partnership table. We also get personal — from his near-complete wine sommelier journey to his must-visit list of MLB ballparks. Whether you're a seasoned finance leader or an aspiring one, this episode is a playbook in strategic thinking, communication, and passion — on and off the clock.