March 2021 – Terrance J O'Malley

By Dana Evans

March 31, 2021

Kathleen Muir Explains Brand Creation and Content

A key to every successful investment management firm is the ability to attract and retain capital. And that key begins with a story. Kathleen Muir, founder and CEO of the Muir Network brings her

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By Dana Evans

March 29, 2021

Dabney O’Riordan Joins the Private Funds Webinar Panel

We’re pleased to announce that Dabney O’Riordan will be joining the webinar panel. Dabney currently serves as the co-Chief of the Asset Management Unit (AMU) in the SEC’s Division of Enforcement, a position she

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By Dana Evans

March 26, 2021

Bill Kelly, CEO of CAIA, Helps Preview Upcoming Webinar: How the SEC Regulates Private Funds

Bill Kelly recently turned the tables on Tery O’Malley to record a six minute video interview. In the interview, they discuss the importance of operational due diligence, the role of the SEC in overseeing

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By Dana Evans

March 26, 2021

Key Quotes from Ron Biscardi

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By Terrance O'Malley

March 24, 2021

iConnections Announces “Funds 4 Minds” Initiative

iConnections – led by this week’s Operational Leaders guest, Ron Biscardi – has announced their new initiative “Funds 4 Minds”, a month-long event bringing together the alternative investment industry to fundraise for mental health

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By Dana Evans

March 24, 2021

Ron Biscardi Talks Capital Introductions in a Digital Environment

Ron Biscardi has spent the better part of his career in finance focusing on connecting investors and managers. Along the way, he built the world’s largest capital introduction conference. In 2020, Ron saw the

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By Dana Evans

March 22, 2021

John Walsh Joins the Private Funds Webinar Panel

We’re pleased to announce that John H. Walsh will be joining the webinar panel. Considered by many to be the “dean” of the SEC’s modern examination program, John was a day-one founder of the

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By Dana Evans

March 19, 2021

Key Quotes from Mark Fordyce

Here are some key quotes from my latest podcast with Mark Fordyce, Founding Partner and CEO of Blue River Partners (part of IQ-EQ), discussing comprehensive back-office solutions: “I always tell people to think about

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By Dana Evans

March 17, 2021

Michael Neus Set to Join the Private Funds Webinar Panel

We’re pleased to announce that Michael C. Neus will be joining the webinar panel on April 6th. Mike will help provide a behind the scenes look at how the Securities and Exchange Commission is

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By Dana Evans

March 17, 2021

Mark Fordyce on Comprehensive Outsourced Solutions

Mark Fordyce had an idea to create a firm that provides a full suite of outsourced services to alternative investment managers. Then he executed on it. The result – in 2009 Mark co-founded Blue

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By Dana Evans

March 12, 2021

Key Quotes from Rich Chen

Here are some key quotes from my latest podcast with Rich Chen, Founder and Managing Partner of Richard L. Chen PLLC about the case for using a boutique law firm: “Richard L. Chen,

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By Dana Evans

March 10, 2021

Rich Chen Makes the Case for the Boutique Law Firm

After spending the better part of his 20-year career at top multinational law firms, Rich Chen decided to strike out on his own. In 2019, he started the boutique law firm of Richard L.

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By Terrance O'Malley

March 8, 2021

Going Live: “How the SEC Regulates Private Funds”

Please join us for a very special free webinar. Tuesday, April 6th at 11:00 am EDT. We’re going behind the scenes with some of the top current and former SEC officials to explain how

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By Dana Evans

March 5, 2021

Key Quotes from Grace Reyes

Here are some key quotes from my latest podcast with Grace Reyes, CEO of The Investment Diversity Exchange (TIDE), speaking on diversity and inclusion within the investment industry. “TIDE was launched just last year

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By Dana Evans

March 3, 2021

Grace Reyes Promotes Diversity and Inclusion by Connecting Movers and Shakers

Grace Reyes has become one of the most prominent voices in finance when it comes to promoting diversity and inclusion in the investment industry. In 2020 she founded The Investment Diversity Exchange (TIDE) to

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Kathleen Muir Explains Brand Creation and Content

Dabney O’Riordan Joins the Private Funds Webinar Panel

Bill Kelly, CEO of CAIA, Helps Preview Upcoming Webinar: How the SEC Regulates Private Funds

Key Quotes from Ron Biscardi

iConnections Announces “Funds 4 Minds” Initiative

Ron Biscardi Talks Capital Introductions in a Digital Environment

John Walsh Joins the Private Funds Webinar Panel

Key Quotes from Mark Fordyce

Michael Neus Set to Join the Private Funds Webinar Panel

Mark Fordyce on Comprehensive Outsourced Solutions

Key Quotes from Rich Chen

Rich Chen Makes the Case for the Boutique Law Firm

Going Live: “How the SEC Regulates Private Funds”

Key Quotes from Grace Reyes

Grace Reyes Promotes Diversity and Inclusion by Connecting Movers and Shakers

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