The Shadmoor Overlook

About the Series

The Shadmoor Overlook is a thought leadership series that brings together experienced professionals from leading firms to unpack complex operational topics in a clear, practical way.

Rather than focusing on any single provider, the series is designed to educate, highlighting how different parts of the industry approach common challenges, where best practices are emerging, and what decision-makers should be thinking about today. The result is candid, category-level insight that helps viewers better understand the landscape as a whole.

From our vantage point, much like the view from Shadmoor State Park, we see across the full operational ecosystem and regularly engage with a wide range of service providers. This gives us a unique lens into how key functions are delivered in practice, and where greater transparency can strengthen understanding and outcomes across the industry.

Through this series, we aim to bring greater clarity to how operational frameworks are built and evaluated.

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  • Ep. 2 : Compliance in Asset Management
    • 6/9/26

    Ep. 2 : Compliance in Asset Management

    In Episode 2, Mike Merrigan, Founder of Shadmoor Advisors, sits down with Chris Lombardy, President of Salus GRC, to discuss the compliance and cybersecurity challenges facing investment managers today. Their conversation covers SEC exam priorities, allocation practices, disclosures and conflicts of interest, the growth of SMAs, and the importance of strong governance and vendor oversight in an increasingly technology-driven environment.

  • Ep. 1: Insurance in Asset Management
    • 5/6/26

    Ep. 1: Insurance in Asset Management

    In our debut episode, Mike Merrigan, Founder of Shadmoor Advisors, sits down with Matt Kinsel, Partner at Fieldstone Insurance Group, LLC, for a practical conversation on insurance coverage in the industry. They discuss the types of coverage asset managers should consider, how to evaluate whether that coverage is sufficient, and where gaps commonly arise.

Get in touch.

We’re always looking to connect with professionals across the asset management and broader operational ecosystem who have practical insight to share. If you’re interested in potentially joining The Shadmoor Overlook to discuss your area of expertise and the trends you’re seeing in the field, we’d be glad to hear from you.

We also welcome ideas for topics you’d like to see covered. Our focus is on surfacing the most relevant operational issues and exploring them in a clear, practical way.

Disclaimer:

This program is for informational purposes only. Nothing discussed should be construed as legal, financial, professional, or investment advice. Viewers should consult their own advisors before making decisions.

Statements made by guests reflect their personal views and not those of their employer, the host, producers, sponsors, or any affiliated entities.

 No liability is assumed for the use of information presented.

Shadmoor Advisors, Inc. may have prior, present, or future business relationships of an economic nature with the guests of the program and / or the companies they work for.

Copyright © 2026 Shadmoor Advisors, Inc.