Operational Leaders

Operational Leaders

50 episodes

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.

Podcasts

Signing Off

Published: Nov. 9, 2021, 12:15 a.m.
Duration: 2 minutes 42 seconds

Listed in: Business

A Season Finale Message of Thanks and Giving Back

Published: Aug. 16, 2021, 12:30 p.m.
Duration: 20 minutes 12 seconds

Listed in: Business

Sylvain Forte Discusses Alternative Data and the Use of Artificial Intelligence for Investing

Published: July 21, 2021, 12:30 p.m.
Duration: 23 minutes 25 seconds

Listed in: Business

Richard Change on Technology Solutions for Efficient Firm Management

Published: July 14, 2021, 12:30 p.m.
Duration: 20 minutes 34 seconds

Listed in: Business

John Brennan Talks Digital Transformation and Organizational Change

Published: July 7, 2021, 12:30 p.m.
Duration: 25 minutes 44 seconds

Listed in: Business

Elaine Chim Discusses Fund Administration in the Private Equity Space

Published: June 30, 2021, 12:30 p.m.
Duration: 25 minutes 7 seconds

Listed in: Business

Amy Bryant and Peggy Gielen on Jersey as a Fund Domiciliation Jurisdiction

Published: June 23, 2021, 12:30 p.m.
Duration: 30 minutes 40 seconds

Listed in: Business

Evan Katz Shares his Insights on Raising Investor Capital

Published: June 16, 2021, 12:30 p.m.
Duration: 29 minutes 29 seconds

Listed in: Business

Shaun Murray Talks Collateral, Margin and Derivatives

Published: June 9, 2021, 12:30 p.m.
Duration: 26 minutes 50 seconds

Listed in: Business

James Newman Delves into Operational Due Diligence

Published: May 19, 2021, 12:30 p.m.
Duration: 24 minutes 51 seconds

Listed in: Business

Brian Davis Shares his Perspective on the Alternatives Industry through Legal Recruiting

Published: May 12, 2021, 12:30 p.m.
Duration: 23 minutes 26 seconds

Listed in: Business

John Phinney Discusses Operational Soundness and the Importance of Data, Research and Analytics

Published: May 5, 2021, 2:22 p.m.
Duration: 32 minutes 15 seconds

Listed in: Business

John D'Agostino Explains the ABCs of Crypto

Published: April 28, 2021, 12:30 p.m.
Duration: 31 minutes 38 seconds

Listed in: Business

Michelle Noyes on the Alternative Investment Industry's Top Trade Association

Published: April 21, 2021, 12:30 p.m.
Duration: 21 minutes 51 seconds

Listed in: Business

David Lewis Discusses COVIDs Impact and the Ability to Run a Successful Firm

Published: April 14, 2021, 12:30 p.m.
Duration: 32 minutes 40 seconds

Listed in: Business

Kathleen Muir Explains Brand Creation and Content

Published: March 31, 2021, 12:30 p.m.
Duration: 29 minutes 51 seconds

Listed in: Business

Ron Biscardi Talks Capital Introductions in the Digital Environment

Published: March 24, 2021, 12:30 p.m.
Duration: 26 minutes 30 seconds

Listed in: Business

Mark Fordyce on Comprehensive Outsourced Solutions.

Published: March 17, 2021, 12:30 p.m.
Duration: 25 minutes 25 seconds

Listed in: Business

Rich Chen Makes the Case for the Boutique Law Firm

Published: March 10, 2021, 1:30 p.m.
Duration: 22 minutes 56 seconds

Listed in: Business

Grace Reyes Promotes Diversity and Inclusion by Connecting Movers and Shakers

Published: March 3, 2021, 1:30 p.m.
Duration: 23 minutes 26 seconds

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Alan Meaney Talks Automating Fund Reconciliations and Data Management

Published: Feb. 24, 2021, 1:30 p.m.
Duration: 30 minutes 15 seconds

Listed in: Business

Gary Berger on Audit, Tax and Advisory Services in the Private Fund Industry

Published: Feb. 17, 2021, 1:30 p.m.
Duration: 26 minutes 19 seconds

Listed in: Business

Dan Nathan Flips the Script

Published: Feb. 2, 2021, 1:30 p.m.
Duration: 22 minutes

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Dan Nathan on the Private Fund Business and His Role as Advisor and Commentator

Published: Jan. 26, 2021, 1:30 p.m.
Duration: 24 minutes 2 seconds

Listed in: Business

Governor Martin OMalley Lessons from Leadership in the Information Age

Published: Jan. 6, 2021, 1:30 p.m.
Duration: 43 minutes 14 seconds

Listed in: Business

Season Two: Outtakes and Bloopers

Published: Dec. 30, 2020, 1:30 p.m.
Duration: 13 minutes 20 seconds

Listed in: Business

Nida Panchee on the Growth of Outsourced Services

Published: Dec. 23, 2020, 1:30 p.m.
Duration: 21 minutes 8 seconds

Listed in: Business

Yohan Kim Discusses Managed IT and the Importance of Data Management

Published: Dec. 16, 2020, 1:30 p.m.
Duration: 24 minutes 3 seconds

Listed in: Business

Ingrid Pierce Explains Offshore Jurisdictions and the Appeal of Cayman

Published: Dec. 9, 2020, 1:30 p.m.
Duration: 22 minutes 26 seconds

Listed in: Business

Bill Salus Adds his Independent Perspective on the Fund Administration Business

Published: Dec. 2, 2020, 1:30 p.m.
Duration: 28 minutes 5 seconds

Listed in: Business

Meredith Moss Automates the Investor Experience

Published: Nov. 18, 2020, 1:30 p.m.
Duration: 22 minutes 59 seconds

Listed in: Business

Pete Cherecwich Explains the Expanding Role of Asset Servicing

Published: Nov. 11, 2020, 2 p.m.
Duration: 25 minutes 12 seconds

Listed in: Business

Rado Lipus on Sourcing and Assessing Alternative Data

Published: Nov. 4, 2020, 1:30 p.m.
Duration: 25 minutes 4 seconds

Listed in: Business

Mike DeSanti on the Technology Reshaping the Middle and Back Office

Published: Oct. 28, 2020, 12:30 p.m.
Duration: 25 minutes 49 seconds

Listed in: Business

Melissa Kelley-Hilton Speaks About Investigative Due Diligence

Published: Oct. 21, 2020, 3:37 p.m.
Duration: 28 minutes 54 seconds

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

Published: Oct. 14, 2020, 12:30 p.m.
Duration: 23 minutes 53 seconds

Listed in: Business

Leslie Picker Covers the Asset Management Industry for CNBC

Published: Oct. 7, 2020, 12:30 p.m.
Duration: 28 minutes

Listed in: Business

Ed Klees Takes the Allocators' Side of Fund Agreements

Published: Sept. 30, 2020, 12:30 p.m.
Duration: 26 minutes 19 seconds

Listed in: Business

Christine Chang Talks about the CEO Role and Family Offices

Published: Sept. 23, 2020, 12:30 p.m.
Duration: 21 minutes 42 seconds

Listed in: Business

Jason Duffy Explains Employee Health Insurance

Published: Sept. 16, 2020, 12:30 p.m.
Duration: 28 minutes 40 seconds

Listed in: Business

Anthony Scaramucci of SkyBridge Capital Provides the Founders Perspective

Published: Sept. 9, 2020, 12:30 p.m.
Duration: 33 minutes 43 seconds

Listed in: Business

Gregory Zuckerman, Author and Special Writer for the Wall Street Journal, Discusses His Latest Book

Published: July 21, 2020, 12:30 p.m.
Duration: 28 minutes 33 seconds

Listed in: Business

Season One: Outtakes and Bloopers

Published: July 9, 2020, 12:30 p.m.
Duration: 11 minutes 22 seconds

Listed in: Business

Michael C. Neus - Author, Scholar and Esteemed Industry Veteran - on the State of the Alternatives Industry

Published: July 2, 2020, 12:30 p.m.
Duration: 24 minutes 22 seconds

Listed in: Business

Katherine Burton Shares the Journalist Perspective

Published: June 25, 2020, 12:30 p.m.
Duration: 19 minutes 9 seconds

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Tim O'Shea on Listed Derivatives and the Futures Market

Published: June 18, 2020, 12:30 p.m.
Duration: 22 minutes 50 seconds

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Meet the Journalists - The HFM Team

Published: June 11, 2020, 12:30 p.m.
Duration: 25 minutes 1 second

Listed in: Business

Bart McDonough Provides Valuable Lessons on Managed IT and Cybersecurity

Published: June 4, 2020, 12:30 p.m.
Duration: 27 minutes 14 seconds

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Joseph Signorile Discusses the Chief Operating Officer Role

Published: May 28, 2020, 12:30 p.m.
Duration: 24 minutes 2 seconds

Listed in: Business

Poseidon Retsinas Tackles Trading Agreements for the Buy Side

Published: May 21, 2020, 12:30 p.m.
Duration: 25 minutes 6 seconds

Listed in: Business

Scott Chace Explains Outsourced Trading

Published: May 14, 2020, 12:30 p.m.
Duration: 17 minutes 32 seconds

Listed in: Business

Josh Barlow on the Role of Independent Fund Directors

Published: May 7, 2020, 12:30 p.m.
Duration: 22 minutes 38 seconds

Listed in: Business

Paul Calderone Talks Treasury Management

Published: April 30, 2020, noon
Duration: 21 minutes 19 seconds

Listed in: Business

Cosimo Montagu Looks Forward to the Next Top Industry Conference

Published: April 23, 2020, 12:30 p.m.
Duration: 19 minutes 33 seconds

Listed in: Business

Kimberly Patlis Walsh Explains the Insurance Landscape

Published: April 16, 2020, 12:30 p.m.
Duration: 23 minutes 24 seconds

Listed in: Business

Fizza Khan Discusses the Role of the Compliance Firm

Published: April 9, 2020, 2 p.m.
Duration: 23 minutes 32 seconds

Listed in: Business

Brian Shanly on Outsourcing the Back Office

Published: April 2, 2020, 12:30 p.m.
Duration: 16 minutes 53 seconds

Listed in: Business

Jack Inglis, CEO of AIMA, on the State of the Alternatives Industry

Published: March 26, 2020, 12:30 p.m.
Duration: 20 minutes 46 seconds

Listed in: Business

Monel Amin Talks about Digitizing Due Diligence

Published: March 19, 2020, 12:30 p.m.
Duration: 23 minutes 21 seconds

Listed in: Business

Bill Kelly, CEO of the CAIA Association, Talks about Alts Investing and its Future

Published: March 12, 2020, 12:30 p.m.
Duration: 25 minutes 46 seconds

Listed in: Business

Tom Hardin Tells his Tale of Insider Trading, and its Consequences

Published: March 5, 2020, 1:30 p.m.
Duration: 21 minutes 37 seconds

Listed in: Business

Steve Bruce Discusses Media Communications and Branding

Published: Feb. 27, 2020, 12:30 p.m.
Duration: 24 minutes 3 seconds

Listed in: Business

Des Johnson on the Fund Administration Business

Published: Feb. 20, 2020, 1:30 p.m.
Duration: 24 minutes 10 seconds

Listed in: Business

Norm Champ, Former Top SEC Regulator, Author, Speaker and Law Firm Partner

Published: Feb. 13, 2020, 1:30 p.m.
Duration: 23 minutes 36 seconds

Listed in: Business

Andrea Colabella, Executive Recruiting for Investment Management

Published: Feb. 6, 2020, 1:30 p.m.
Duration: 20 minutes 20 seconds

Listed in: Business

Michael Merrigan Discusses Operational Due Diligence

Published: Jan. 30, 2020, 2:12 p.m.
Duration: 21 minutes 20 seconds

Listed in: Business

Preview Episode with John Brennan

Published: Jan. 9, 2020, 8:57 p.m.
Duration: 20 minutes 6 seconds

Listed in: Business