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 this week’s episode to discuss treasury management for alternative investment firms.
With over 30 years of experience in the alternative space, Paul has gained a unique perspective on treasury management and technology. He shares his experience in this episode, including the importance of aggregating data to have an accurate understanding of cash, portfolio finance and capital usage. Paul also discusses how firms might optimize their processes, as well as the possibility of deriving alpha from efficient deployment of assets. He also talks about significant industry trends, such as automation and outsourcing, and offers a few thoughts about the future.
For more information about Paul and Hazeltree, please visit the company website.