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Operational Leaders

May 5, 2021

John Phinney has held almost every C-Suite position in the investment management industry.  He has seen some of the best practices - and the worst - on the operational side of the business.  In 2013, he left the in-house world behind and co-founded Convergence, Inc., a firm committed to filling a void in data, research...


Apr 28, 2021

John D’Agostino is one of the industry’s leading experts on cryptocurrency.  He sits on the board of several of the industry’s largest crypto-focused hedge funds, leads the Digital Asset Working Group for AIMA and much more.  He is also the former Head of Strategy for the New York Mercantile Exchange.

John joins...


Apr 21, 2021

Michelle Noyes serves as a Managing Director and Head of the Americas at the Alternative Investment Management Association (or AIMA), where she has worked since 2012. 

In this episode, Michelle provides an inside look at the industry’s top global trade associations and some of the challenges the organization faced and...


Apr 14, 2021

In 2001, David Lewis founded a one-person consulting practice that has since grown to become OperationsInc, one of the largest HR consulting practices in the U.S.  When the COVID pandemic hit nearly twenty years later, David and his team set out to become nationally recognized experts on all matters related to...


Mar 31, 2021

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 twenty plus years of experience in the alternatives industry to help managers develop and communicate their story or their...