Operational Leaders

After 60 plus episodes and almost two years of covering the operational side of the investment management industry, the time has arrived. It's time to sign off. Thanks for listening. Thanks for being part of the Operational Leaders podcast. And thanks for helping make this the best podcast covering the ins and outs of running an investment management business. In the past, I was fo

This past season and in prior seasons, guests have graciously lent their industry expertise. Many have also mentioned some very important charitable causes. In this episode, we conclude Season Three by welcoming Sumudu Waas, the Acting Executive Director at Help for Children (HFC). HFC is a global foundation supporting the prevention and treatment of child abuse. Sumudu joins this

Sylvain Forté is passionate about artificial intelligence. In 2014, he took that passion and co-founded SESΛMm, a company that applies natural language processing – a subfield of artificial intelligence – to extract billions of articles and messages from the web and turn them into relevant insights for investors. In this episode, Sylvain explains the rise of artificial intell

As the former Chief Architect at a leading private equity firm, Richard Change saw a gap in data standards, as well as limitations on how firms stored and tracked investment information. In 2012 he set out as co-founder to start PFA Solutions. The company now focuses on technology solutions for calculating GP carry allocations and tracking consolidated performance information acros

John Brennan spent nearly 25 years on the buy-side of the alternative investment management industry, include most recently 10 years as the Chief Technology Officer at Highfields Capital. He now serves as the Chief Strategy Officer at Eze Castle Integration. John joined the podcast as our very first guest. He returns in this episode to talk about integrating new technologies and th

Elaine Chim heads the private equity product for the Americas and APAC at the Apex Group. From her position, she maintains a unique view of the market for fund administration and a broader array of client services for private equity firms. In this episode, Elaine discusses the growing use of third-party administrators by private equity firms. She explains some of the trends behind

Jersey Finance celebrates its 20th year as a member organization formed to champion the competitive position of Jersey's finance industry. The celebration coincides with the Island of Jersey’s 60th anniversary as a leading finance center. In this episode, Jersey Finance Deputy CEO, Amy Bryant, and Legal and Technical Manager, Peggy Gielen, discuss the merits of Jersey for invest

The ability to raise capital is fundamental to the success of any investment management firm. Evan Katz often stands in the middle of that effort, serving as Managing Director of Crawford Ventures, a firm dedicated to helping hedge and PE funds grow, thrive and raise substantial investor capital. In this episode, Evan talks about his role advising firms looking to raise capital. He

Shaun Murray helps lead Margin Reform, a UK-based consultancy focused on helping clients address margin, collateral and legal issues in the derivatives, repo and securities lending space. He joined Margin Reform as CEO in 2019, teaming up with former colleague Chetan Joshi, the firm’s founder and COO. In this episode, Shaun provides some background on the development of the deriv

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 for an independent third-party ODD service and what led them to