Operations and Treasury – Terrance J O'Malley

By Dana Evans

June 9, 2021

Shaun Murray Talks Collateral, Margin and Derivatives

Shaun Murray helps lead Margin Reform, a UK-based consultancy focused on helping clients address margin, collateral and legal issues in the derivatives, repo and securities lending space. He joined Margin Reform as CEO in

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By Dana Evans

April 28, 2021

John D’Agostino Explains the ABCs of Crypto

John D’Agostino is one of the industry’s leading experts on cryptocurrency. He sits on the board of several of the industry’s largest crypto-focused hedge funds, leads the Digital Asset Working Group for AIMA and

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By Terrance O'Malley

February 24, 2021

Alan Meaney Talks Automating Fund Reconciliations and Data Management

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

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By Dana Evans

December 23, 2020

Nida Panchee on the Growth of Outsourced Services

For almost twenty years, Nida Panchee worked in-house for private equity firms on both the investment and the operations sides of the business. Then she decided to take a step back. But she soon

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By Dana Evans

December 16, 2020

Yohan Kim Discusses Managed IT and the Importance of Data Management

Perhaps no area in the investment management business evolves as quickly, constantly or significantly as information technology. Yohan Kim and his team at RFA are among the industry’s leaders in responding to these changes

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By Dana Evans

November 11, 2020

Pete Cherecwich Explains the Expanding Role of Asset Servicing

Pete Cherecwich serves as the President of Northern Trust Asset Servicing where he oversees 10,000 employees and multiple business lines. From this position, he has a unique perspective on the asset management business. In

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By Dana Evans

June 18, 2020

Tim O’Shea on Listed Derivatives and the Futures Market

The world of listed derivatives and futures is a place not well known to many in the asset management industry. For those on the outside, it can seem quite distant and opaque. Tim O’Shea

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By Dana Evans

May 28, 2020

Joseph Signorile Discusses the Chief Operating Officer Role

It all rolls up to the Chief Operating Officer. For over 15 years, Joe Signorile has held the COO position in the private fund industry. He also founded Our Peer Group (“OPG”), a leading

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By Dana Evans

May 21, 2020

Poseidon Retsinas Tackles Trading Agreements for the Buy Side

Trading agreements are lengthy and complicated. The consequences of missing an issue or getting bad terms can be significant, particularly in times of turbulent markets. Getting the best terms requires focus, dedication and deep

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By Dana Evans

May 14, 2020

Scott Chace Explains Outsourced Trading

Outsourced trading isn’t new. Twenty years ago, Scott Chace and his business partner, Robert Fleming, co-founded CF Global Trading. The firm has since grown into one of the leading outsourced trading solutions for institutional

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By Dana Evans

April 30, 2020

Paul Calderone Talks Treasury Management

As firms grow and counterparties multiply, the job of tracking and managing cash, collateral and other aspects of treasury becomes increasingly challenging – and critical. Paul Calderone, the Chief Operating Officer at Hazeltree, joins

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By Dana Evans

April 2, 2020

Brian Shanly on Outsourcing the Back Office

Outsourcing back office functions has been a growing trend in the investment management field. The coronavirus pandemic will likely accelerate that trend. 2912 Advisors sits at the top of a new generation of

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By Terrance O'Malley

February 20, 2020

Des Johnson on the Fund Administration Business

Where passion, enthusiasm and executive skills combine with the fund administration business, you will find Des Johnson, CE0 of Centaur Fund Services USA. Des has over 20 years of experience in the investment fund

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Shaun Murray Talks Collateral, Margin and Derivatives

John D’Agostino Explains the ABCs of Crypto

Alan Meaney Talks Automating Fund Reconciliations and Data Management

Nida Panchee on the Growth of Outsourced Services

Yohan Kim Discusses Managed IT and the Importance of Data Management

Pete Cherecwich Explains the Expanding Role of Asset Servicing

Tim O’Shea on Listed Derivatives and the Futures Market

Joseph Signorile Discusses the Chief Operating Officer Role

Poseidon Retsinas Tackles Trading Agreements for the Buy Side

Scott Chace Explains Outsourced Trading

Paul Calderone Talks Treasury Management

Brian Shanly on Outsourcing the Back Office

Des Johnson on the Fund Administration Business

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