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Operational Leaders

Apr 30, 2020

As firms grow and counterparties multiply, the job of tracking and managing cash, collateral and other aspects of treasury becomes increasingly challenging – and critical.  Paul Calderone, the Chief Operating Officer at Hazeltree, joins this week’s episode to discuss treasury management for alternative investment...


Apr 23, 2020

One day, we’ll all be able to get together again, maybe at some sunny tropical location to attend a top industry conference.  When we do, Cosimo Montagu, Editor and Organizer of the GAIM Ops event series, will be ready.

In this episode, Cosimo provides a behind-the-scenes look into what it takes to pull off one of the...


Apr 16, 2020

Insurance can be a world unto itself, with It’s own language, all sorts of different players and multiple types of coverages.  Kimberly Patlis Walsh, President and Managing Director at Corporate Risk Solutions, has spent the better part of her 20+ year career helping investment management clients navigate the...


Apr 9, 2020

Compliance veteran Fizza Khan started Silver Regulatory Associates in 2018.  As CEO of a now ten-person firm, Fizza saw an opportunity to establish a consultancy that capitalized on her compliance experience and her views on the best model for delivering compliance advice.

In this episode, Fizza discusses the impact of...


Apr 2, 2020

Outsourcing back office functions has been a growing trend in the investment management field.  The coronavirus pandemic will likely accelerate that trend.  2912 Advisors sits at the top of a new generation of outsourcing firms, providing a high-quality, high-touch option with the added benefits of operating remotely...