October 2020 – Terrance J O'Malley

By Dana Evans

October 30, 2020

Key Quotes from Mike DeSanti on Technology and the Middle and Back Office

Here are some key quotes from my latest podcast with Mike DeSanti, President of LightPoint Financial Technology, discussing technology developments reshaping the middle and back office at asset management firms: “It’s really hard once

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By Dana Evans

October 28, 2020

Mike DeSanti on the Technology Reshaping the Middle and Back Office

Over the course of his 40-year career in FinTech, Mike DeSanti has been at the forefront of almost every technological advance in the business. He believes we are in the midst of another great

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By Dana Evans

October 26, 2020

Three Areas of Regulatory Caution for Senior (Part 3)

Clients and fellow senior executives often ask for unique insights into where legal and compliance exposures might lie in wait. Here is the third of three examples. The Organizational Chart A wise manager once

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By Dana Evans

October 23, 2020

Key Quotes from Melissa Kelley-Hilton

Here are some key quotes from my latest podcast with Melissa Kelley-Hilton, Founder & CEO of Hilton Global Associates, along with COO Randy Shain, talking about investigative due diligence: “[F]or purposes of this conversation

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By Dana Evans

October 21, 2020

Melissa Kelley-Hilton Speaks About Investigative Due Diligence

For the past 20 years, Melissa Kelley-Hilton learned her investigative skills in a variety of roles and increasing leadership positions. She recently decided to strike out on her own and start Hilton Global Associates,

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By Dana Evans

October 19, 2020

Three Areas of Regulatory Caution for Senior Executives (Part 2)

Clients and fellow senior executives often ask for unique insights into where legal and compliance exposures might lie in wait. Here is the second of three examples. The Holiday Card List. Yes indeed! Christine

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By Dana Evans

October 16, 2020

Key Quotes from Frank Byrd

Here are some key quotes from my latest podcast with Frank Byrd, Founder & CEO of Fielder Capital Group, talking about outsourced family offices, private wealth management and the transition from hedge funds: “I

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By Dana Evans

October 14, 2020

Frank Byrd on the Transition from Hedge Funds to Outsourced Family Office

In 2003, Frank Byrd served as co-portfolio manager for one of the year’s biggest hedge fund launches. Today he is the Founder and CEO of Fielder Capital Group, a firm that serves as an

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By Dana Evans

October 12, 2020

Three Hidden Areas of Regulatory Caution for Senior Executives (Part 1)

Clients and fellow senior executives often ask for unique insights into where legal and compliance exposures might lie in wait. A number of areas come to mind, but here’s three examples that don’t get

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By Dana Evans

October 9, 2020

Key Quotes from Leslie Picker

Here are some key quotes from my podcast with Leslie Picker, reporter with CNBC, discussing television and digital media coverage of the asset management business: “While the allure of TV was always there, I

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By Dana Evans

October 7, 2020

Leslie Picker Covers the Asset Management Industry for CNBC

Leslie Picker spends her days steeped in the investment management industry looking for the next big story – whether breaking news, identifying an emerging theme or landing an exclusive interview. In this episode, Leslie

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By Dana Evans

October 5, 2020

The Fall of Legal and Compliance – The Consolidated White Paper

This past summer, I wrote a series of blog posts describing the declining priority of the legal and compliance function at private fund firms. At the urging of clients and colleagues, I collected those

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By Dana Evans

October 2, 2020

Key Quotes from Ed Klees, the Allocators’ Advocate

Here are some key quotes from my podcast with Ed Klees, partner at the Hirschler law firm, discussing investment agreements from the allocators’ perspective: “For allocators, the costs are much more constrained. They really

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Key Quotes from Mike DeSanti on Technology and the Middle and Back Office

Mike DeSanti on the Technology Reshaping the Middle and Back Office

Three Areas of Regulatory Caution for Senior (Part 3)

Key Quotes from Melissa Kelley-Hilton

Melissa Kelley-Hilton Speaks About Investigative Due Diligence

Three Areas of Regulatory Caution for Senior Executives (Part 2)

Key Quotes from Frank Byrd

Frank Byrd on the Transition from Hedge Funds to Outsourced Family Office

Three Hidden Areas of Regulatory Caution for Senior Executives (Part 1)

Key Quotes from Leslie Picker

Leslie Picker Covers the Asset Management Industry for CNBC

The Fall of Legal and Compliance – The Consolidated White Paper

Key Quotes from Ed Klees, the Allocators’ Advocate

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