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Operational Leaders

Nov 18, 2020

There has to be a better way to invest in alternative funds. Meredith Moss and her team at Finomial have found one. Meredith has been leading Finomial as CEO since its start in 2011. The company has created a client lifecycle management platform enabling digital client onboarding for investors and their fund managers...


Nov 11, 2020

Pete Cherecwich serves as the President of Northern Trust Asset Servicing where he oversees 10,000 employees and multiple business lines.  From this position, he has a unique perspective on the asset management business.

In this episode, Pete provides background on the evolution of the asset servicing business from...


Nov 4, 2020

The quest for alternative data has grown exponentially over the past few years, and so have the challenges of identifying and assessing the value of alternative data sources.  Rado Lipuš and his team at Neudata have been at the forefront of helping investment management clients find, evaluate and select new...


Oct 28, 2020

Over the course of his 40-year career in FinTech, Mike DeSanti has been at the forefront of almost every technological advance in the business.  He believes we are in the midst of another great movement forward.

In this episode, Mike talks about his role as President of LightPoint Financial Technology, a firm he joined...


Oct 21, 2020

For the past 20 years, Melissa Kelley-Hilton learned her investigative skills in a variety of roles and increasing leadership positions.  She recently decided to strike out on her own and start Hilton Global Associates, an investigative due diligence firm.

In this episode, Melissa talks about her experience in...