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Operational Leaders

May 19, 2021

In November 2019 James Newman and his business partner, Quentin Thom, left their in-house positions and founded perfORM Due Diligence Services.  Their firm is an innovative, flexible and technology-driven ODD service, and the first of its kind in the UK.

In this episode, James talks about how he and Quentin saw the need...


May 12, 2021

More than twenty years ago, Brian Davis left his legal practice and became one of the top legal recruiters in the profession.  He focused his talents on financial services and later became a recognized pioneer for concentrating his work in the alternative asset space.  Today, Brian serves as the Managing Partner in New...


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...