Here are some key quotes from my latest podcast with Alan Meaney, CEO & Co-Founder of Fund Recs, discussing automation of the fund reconciliation process, data management and the fintech movement: “We’re basically taking

Here are some key quotes from my latest podcast with Gary Berger, Partner at CohnReznick and the firm’s Northeast Financial Services Industry Leader, discussing the audit, tax and advisory practice for private funds: “CohnReznick

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

Starting Wednesday, February 17th. The New Season of the Operational Leaders podcast . . . where we discuss the business of running an investment management business.  The upcoming season will feature a slate of