Here are some key quotes from my latest podcast with Richard Change, Co-Founder and Managing Director of PFA Solutions, discussing the adoption of technology solutions for more efficient firm management: “As a whole, I
The U.S. Securities and Exchange Commission settled an enforcement case late last year with a private fund firm for an eye-catching $170 million. The agency’s press release stated that the settlement amount would be
The U.S. Securities and Exchange Commission settled an enforcement action late last year with a private fund firm for an eye-catching $170 million. The agency’s press release stated that the settlement amount would be
We recently caught up with Bill Elcock, who focuses on strategic partnerships and market research at DiligenceVault. His firm is sponsoring the current season of the Operational Leaders podcast. In this interview, Bill shares
iConnections – led by this week’s Operational Leaders guest, Ron Biscardi – has announced their new initiative “Funds 4 Minds”, a month-long event bringing together the alternative investment industry to fundraise for mental health
Please join us for a very special free webinar. Tuesday, April 6th at 11:00 am EDT. We’re going behind the scenes with some of the top current and former SEC officials to explain how
Alan Meaney stands at the forefront of the fintech movement that’s changing the operational side of investment management firms. He serves as the CEO and was co-founder of Fund Recs, a company originally built
We’re pleased to welcome our new Season Three sponsor, DiligenceVault. The podcast that covers the “business of running an investment management business” teams up with one of the industry’s most dynamic fintech firms. DiligenceVault
The following document is an approximate, but not exact, transcript of the Operational Leaders podcast conversation between host Terrance J. O’Malley and guest Cosimo Montagu. Please support the production of this podcast by downloading
Here are some key quotes from my latest podcast with Cosimo Montagu, Editor and Organizer of the GAIM Ops event series. • “[For] GAIM Ops Cayman, there’s 150 speakers. I like to know everybody
Cosimo Montagu Looks Forward to the Next Top Industry Conference One day, we’ll all be able to get together again, maybe at some sunny tropical location to attend a top industry conference. When we