Liron Mandelbaum

due diligence

Four steps to risk management following a high profile financial services failure or scandal

The financial services sector has really been through the mill these last few months. Starting with the fall of crypto exchange FTX, then Silvergate,...

due diligence

Due Diligence: Key Elements of a Robust Strategy

For risk management and prevention, a robust due diligence strategy is essential for success. The key elements of such a strategy are being...

Sub-Advisor

The Rise of the Sub-Advisor

Use of sub-advisors in the investment management sector is up, but the SEC is paying careful attention to ensure there is adequate oversight and...