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April 2020
Home 2020 April
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 29, 2020

Previous Guest, Monel Amin, and DiligenceVault Hire Key FinTech Executive; Open London Office

Congratulations to the team at DiligenceVault and Monel Amin, a previous guest on the Operational Leaders podcast. Today DiligenceVault – the global fund diligence platform – announced continued international growth plans, welcoming a new
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By Terrance O'Malley
April 28, 2020

Cosimo Montagu, Editor and Organizer of the GAIM Ops Event Series, Podcast Transcript

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
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By Dana Evans
April 27, 2020

TJO Commentary: Three Ways Coronavirus Will Change the Operational Side of the Alternative Fund Industry

Number 1: Accelerated Adoption of Technology Solutions. The pandemic will speed up the process of implementing technology for a wide range of tasks. The better run firms have long embraced technology and its ability
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By Terrance O'Malley
April 27, 2020

Key Quotes from Cosimo Montagu

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
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By Terrance O'Malley
April 23, 2020

Cosimo Montagu on Organizing One of the Industry’s Top Conferences

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
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By Dana Evans
April 21, 2020

Kimberly Patlis Walsh, President and Managing Director at Corporate Risk Solutions, Podcast Transcript

The following document is an approximate, but not exact, transcript of the Operational Leaders podcast conversation between host Terrance J. O’Malley and guest Kimberly Patlis Walsh. Please support the production of this podcast by
Read More Comments: 0
By Dana Evans
April 20, 2020

Key Quotes from Kimberly Patlis Walsh

Here are some key quotes from my latest podcast with Kimberly Patlis Walsh, President and Managing Director at Corporate Risk Solutions: “Nobody really wants to be a part of the insurance world. So having
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By Dana Evans
April 16, 2020

Kimberly Patlis Walsh Explains the Insurance Landscape

  Insurance can be a world unto itself, with It’s own language, all sorts of different players and multiple types of coverages.  Kimberly Patlis Walsh, President and Managing Director at Corporate Risk Solutions, has
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By Dana Evans
April 14, 2020

Fizza Khan, CEO and Founder of Silver Regulatory Associates, Podcast Transcript

The following document is an approximate, but not exact, transcript of the Operational Leaders podcast conversation between host Terrance J. O’Malley and guest Fizza Khan. Please support the production of this podcast by downloading
Read More Comments: 0
By Dana Evans
April 13, 2020

Key Quotes from Fizza Khan

Here are some key quotes from my latest podcast with Fizza Khan, Founder and CEO of Silver Regulatory Associates: “The biggest thing from a compliance standpoint is how do you manage direct supervisory oversight
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By Dana Evans
April 9, 2020

Fizza Khan Discusses the Role of the Compliance Firm

Compliance veteran Fizza Khan started Silver Regulatory Associates in 2018.  As CEO of a now ten-person firm, Fizza saw an opportunity to establish a consultancy that capitalized on her compliance experience and her views
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By Dana Evans
April 7, 2020

Brian Shanly, Co-Founder of 2912 Advisors, Podcast Transcript

The following document is an approximate, but not exact, transcript of the Operational Leaders podcast conversation between host Terrance J. O’Malley and guest Brian Shanly. Please support the production of this podcast by downloading
Read More Comments: 0
By Dana Evans
April 6, 2020

Key Quotes from Brian Shanly

Here are some key quotes from my latest podcast with Brian Shanly, Co-Founder of 2912 Advisors: “As we were realizing, looking at different positions in the industry, the industry has been going through serious
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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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