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Operational Leaders

Sep 30, 2020

Sometimes the decision to make an investment can turn on the contents of a fund’s offering documents.  Few people understand that better than Ed Kless.  Ed has been a trusted advisor to some of the nation’s top endowments and other leading institutional allocators for over 25 years.  He has held the position of...


Sep 23, 2020

Christine Chang has spent the better part of her career in the investment management business, and a significant amount of that time working in family office organizations.  Most recently, she held the position of Chief Executive Officer.

In this episode, Christine recaps her career.  She explains how, with a liberal...


Sep 16, 2020

Jason Duffy started selling insurance to hedge funds in 2000.  At about the same time, he founded Fieldstone Investment Group, a specialized insurance and benefits brokerage focusing primarily on alternative asset managers, as well as family offices, investment advisors and other professional firms.  His firm brokers a...


Sep 9, 2020

In 2005, Anthony Scaramucci founded the investment management firm SkyBridge Capital.  It was the culmination of 15 years in the industry that began at Goldman Sachs. Since then, Anthony and his team have weathered the ups and downs of the financial markets to turn SkyBridge into one of the industry’s leading...