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Operational Leaders

Feb 24, 2021

Alan Meaney stands at the forefront of the fintech movement that’s changing the operational side of investment management firms. He serves as the CEO and was co-founder of Fund Recs, a company originally built to automate the trade and transactions reconciliation process.  Now Fund Recs is venturing out to help firms...


Feb 17, 2021

Gary Berger has spent over 30 years providing audit services and business advice to the private fund industry.  Along the way, he became a trusted advisor to existing managers and a “first call” for start-up managers seeking a range of advice from organization structures to economic and tax issues.

In this episode,...


Feb 2, 2021

Dan Nathan was a trader in the hedge fund business before pivoting his career to become a business advisor and market commentator, including his noted position as a regular panelist on CNBC’s Fast Money.  He returns to the Operational Leaders podcast this week for the second part of a special two-part bonus...