Operational Leaders

By Terrance J. O'Malley

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Category: Investing

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Episodes: 67

Description

A podcast about the business of running an asset management business. Topics extend beyond investment strategies and instead focus on efficient operations, best practices and risk management – all elements critical to the integrity of the investment management industry and the safeguarding of investor assets.

Episode Date
Signing Off
Nov 09, 2021
A Season Finale Message of Thanks and Giving Back
Aug 16, 2021
Sylvain Forté Discusses Alternative Data and the Use of Artificial Intelligence for Investing
Jul 21, 2021
Richard Change on Technology Solutions for Efficient Firm Management
Jul 14, 2021
John Brennan Talks Digital Transformation and Organizational Change
Jul 07, 2021
Elaine Chim Discusses Fund Administration in the Private Equity Space
Jun 30, 2021
Amy Bryant and Peggy Gielen on Jersey as a Fund Domiciliation Jurisdiction
Jun 23, 2021
Evan Katz Shares his Insights on Raising Investor Capital
Jun 16, 2021
Shaun Murray Talks Collateral, Margin and Derivatives
Jun 09, 2021
James Newman Delves into Operational Due Diligence
May 19, 2021
Brian Davis Shares his Perspective on the Alternatives Industry through Legal Recruiting
May 12, 2021
John Phinney Discusses Operational Soundness and the Importance of Data, Research and Analytics
May 05, 2021
John D'Agostino Explains the ABCs of Crypto
Apr 28, 2021
Michelle Noyes on the Alternative Investment Industry's Top Trade Association
Apr 21, 2021
David Lewis Discusses COVID’s Impact and the Ability to Run a Successful Firm
Apr 14, 2021
Kathleen Muir Explains Brand Creation and Content
Mar 31, 2021
Ron Biscardi Talks Capital Introductions in the Digital Environment
Mar 24, 2021
Mark Fordyce on Comprehensive Outsourced Solutions.
Mar 17, 2021
Rich Chen Makes the Case for the Boutique Law Firm
Mar 10, 2021
Grace Reyes Promotes Diversity and Inclusion by Connecting Movers and Shakers
Mar 03, 2021
Alan Meaney Talks Automating Fund Reconciliations and Data Management
Feb 24, 2021
Gary Berger on Audit, Tax and Advisory Services in the Private Fund Industry
Feb 17, 2021
Dan Nathan Flips the Script
Feb 02, 2021
Dan Nathan on the Private Fund Business and His Role as Advisor and Commentator
Jan 26, 2021
Governor Martin O’Malley – Lessons from Leadership in the Information Age
Jan 06, 2021
Season Two: Outtakes and Bloopers
Dec 30, 2020
Nida Panchee on the Growth of Outsourced Services
Dec 23, 2020
Yohan Kim Discusses Managed IT and the Importance of Data Management
Dec 16, 2020
Ingrid Pierce Explains Offshore Jurisdictions and the Appeal of Cayman
Dec 09, 2020
Bill Salus Adds his Independent Perspective on the Fund Administration Business
Dec 02, 2020
Meredith Moss Automates the Investor Experience
Nov 18, 2020
Pete Cherecwich Explains the Expanding Role of Asset Servicing
Nov 11, 2020
Rado Lipuš on Sourcing and Assessing Alternative Data
Nov 04, 2020
Mike DeSanti on the Technology Reshaping the Middle and Back Office
Oct 28, 2020
Melissa Kelley-Hilton Speaks About Investigative Due Diligence
Oct 21, 2020
Frank Byrd on the Transition from Hedge Funds to Outsourced Family Office
Oct 14, 2020
Leslie Picker Covers the Asset Management Industry for CNBC
Oct 07, 2020
Ed Klees Takes the Allocators' Side of Fund Agreements
Sep 30, 2020
Christine Chang Talks about the CEO Role and Family Offices
Sep 23, 2020
Jason Duffy Explains Employee Health Insurance
Sep 16, 2020
Anthony Scaramucci of SkyBridge Capital Provides the Founder’s Perspective
Sep 09, 2020
Gregory Zuckerman, Author and Special Writer for the Wall Street Journal, Discusses His Latest Book
Jul 21, 2020
Season One: Outtakes and Bloopers
Jul 09, 2020
Michael C. Neus - Author, Scholar and Esteemed Industry Veteran - on the State of the Alternatives Industry
Jul 02, 2020
Katherine Burton Shares the Journalist Perspective
Jun 25, 2020
Tim O'Shea on Listed Derivatives and the Futures Market
Jun 18, 2020
Meet the Journalists - The HFM Team
Jun 11, 2020
Bart McDonough Provides Valuable Lessons on Managed IT and Cybersecurity
Jun 04, 2020
Joseph Signorile Discusses the Chief Operating Officer Role
May 28, 2020
Poseidon Retsinas Tackles Trading Agreements for the Buy Side
May 21, 2020
Scott Chace Explains Outsourced Trading
May 14, 2020
Josh Barlow on the Role of Independent Fund Directors
May 07, 2020
Paul Calderone Talks Treasury Management
Apr 30, 2020
Cosimo Montagu Looks Forward to the Next Top Industry Conference
Apr 23, 2020
Kimberly Patlis Walsh Explains the Insurance Landscape
Apr 16, 2020
Fizza Khan Discusses the Role of the Compliance Firm
Apr 09, 2020
Brian Shanly on Outsourcing the Back Office
Apr 02, 2020
Jack Inglis, CEO of AIMA, on the State of the Alternatives Industry
Mar 26, 2020
Monel Amin Talks about Digitizing Due Diligence
Mar 19, 2020
Bill Kelly, CEO of the CAIA Association, Talks about Alts Investing and its Future
Mar 12, 2020
Tom Hardin Tells his Tale of Insider Trading, and its Consequences
Mar 05, 2020
Steve Bruce Discusses Media Communications and Branding
Feb 27, 2020
Des Johnson on the Fund Administration Business
Feb 20, 2020
Norm Champ, Former Top SEC Regulator, Author, Speaker and Law Firm Partner
Feb 13, 2020
Andrea Colabella, Executive Recruiting for Investment Management
Feb 06, 2020
Michael Merrigan Discusses Operational Due Diligence
Jan 30, 2020
Preview Episode with John Brennan
Jan 09, 2020