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Operational Leaders

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...


Mar 24, 2021

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 impact of the global pandemic and the resulting food insecurities that impacted so many.  He decided to combine...


Mar 17, 2021

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 River Partners which has since grown to become the preeminent outsourced service provider to the alternative asset management...


Mar 10, 2021

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. Chen PLLC.  He focuses on providing legal and business advice to investment management firms.

In this episode, Rich discusses his...


Mar 3, 2021

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 focus on these goals and create a united voice for diversity.

In this episode, Grace talks about her career in...