B2DB — Who said what, where, and when

Ian Holroyd

CEO and Founder, Ideal Consulting

Ian Holroyd is listed as CEO and Founder, Ideal Consulting. Ian spoke at GAIM Ops West 2026 in October 2026 (speaker, “Evaluating Fund Administrators and Service Providers: A Best Practice Framework”). Speaks mainly on Operations and Compliance Summit.

Compiled from published conference agendas; not yet confirmed by Ian. Is this you? Claim this profile.

About

Ian Holroyd is CEO & Founder of Ideal Consulting dba IdealCFO, providing Fractional CFO services. He has spent his entire career in financial services with over three decades concentrated in Investment Management, serving as a C-Suite level Accounting, Compliance, Finance and Operational professional. He was most recently CFO for an emerging private credit firm in Orange County, CA, and he spent five years prior to that as an outsource CFO/CAO/COO at a large consulting firm that serviced numerous Investment Managers, covering their entire back and middle office. He has also served as Chief Accounting Officer and an Executive VP, Finance and Operations at multiple Investment Management Firms; two Investment Banks and Broker/Dealers; and a Finance Conglomerate. His career began as an auditor at Deloitte in Los Angeles where he obtained his California CPA.

Sessions at 1 conference

GAIM Ops West 2026 25 October 2026 – 27 October 2026

Spoke alongside

People who have shared a session with Ian at events on B2DB.