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September 2020
Home 2020 September
By Dana Evans
September 30, 2020

Ed Klees Takes the Allocators’ Side of Fund Agreements.

Sometimes the decision to make an investment can turn on the contents of a fund’s offering documents. Few people understand that better than Ed Kless. Ed has been a trusted advisor to some of
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By Dana Evans
September 28, 2020

The Big Rewind Episode with Michael C. Neus, Top SEC Regulator for Private Funds

Congratulations to Michael Neus, Season One guest on the Operational Leaders podcast. Mike has officially started his new position at the U.S. Securities and Exchange Commission as the Private Funds Attorney Fellow. In his
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By Dana Evans
September 25, 2020

Key Quotes from Christine Chang, Family Office Advisor and Executive

Here are some key quotes from my latest podcast with Christine Chang on being a CEO and family offices: “I think throughout my career, it’s been consistent that I’ve always tried to take the
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By Dana Evans
September 23, 2020

Christine Chang Talks about the CEO Role and Family Offices

Christine Chang has spent the better part of her career in the investment management business, and a significant amount of that time working in family office organizations. Most recently, she held the position of
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By Dana Evans
September 18, 2020

Key Quotes from Jason Duffy

Here are some key quotes from my latest podcast with Jason Duffy, founder of Fieldstone Insurance Group, discussing the ins and outs of employee health insurance: “There are three real buckets of insurance that
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By Dana Evans
September 17, 2020

Congratulations to Podcast Guests who Won HFM US Services Awards 2020

Congratulations to all of the winners of this year’s HFM U.S. Service Awards 2020. The Operational Leaders podcast sends a special recognition and thank you to the winners who joined as guests on the
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By Dana Evans
September 16, 2020

Jason Duffy Explains Health Insurance

Jason Duffy started selling insurance to hedge funds in 2000. At about the same time, he founded Fieldstone Investment Group, a specialized insurance and benefits brokerage focusing primarily on alternative asset managers, as well
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By Dana Evans
September 14, 2020

Anthony Scaramucci, Founder of SkyBridge Capital, 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 Anthony Scaramucci. Please support the production of this podcast by downloading
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By Dana Evans
September 11, 2020

Key Quotes from Anthony Scaramucci

Here are some key quotes from my latest podcast with Anthony Scaramucci, founder of SkyBridge Capital, discussing his career in the asset management business and running a successful firm: “Maybe I just take two
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By Dana Evans
September 9, 2020

Anthony Scaramucci of SkyBridge Capital Provides the Founder’s Perspective

In 2005, Anthony Scaramucci founded the investment management firm SkyBridge Capital. It was the culmination of 15 years in the industry that began at Goldman Sachs. Since then, Anthony and his team have weathered
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By Dana Evans
September 4, 2020

Through the Eyes of Legal and Compliance – Final Thoughts Part 2

A few final questions to ask when assessing the status of the legal and compliance role. • Who does the general counsel and/or CCO report to (i.e., who hires/fires and determines annual compensation)? The
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By Dana Evans
September 3, 2020

Here Comes the New Season of the Operational Leaders Podcast

Here it comes! Starting Wednesday, September 9th. Welcome back to the Operational Leaders podcast where we discuss the business of running an investment management business. The upcoming season will feature a whole slate of
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By Dana Evans
September 2, 2020

Through the Eyes of Legal and Compliance – Final Thoughts Part 1

Technical compliance with applicable laws is necessary, but so is meeting their spirit and putting investors’ interests first. Otherwise, small problems stack up and become big ones. Determining a firm’s list of priorities can
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    August 16, 2021
The Founder’s Corner Blog
  • Key Quotes from Sylvain Forté on Big Data and AI
    July 23, 2021
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