At the Forefront Podcast

Industry consultants Jeffrey Estella and Michael Cashel discuss key capital markets initiatives and observations for 2024, including new regulatory priorities, liquidity trends on the buy and sell sides and the state of investment technology and data. 

In celebration of Women’s History Month, we’re shining a light on talented woman professionals in the capital markets, financial services and B2B fintech space. Over the past few weeks, we’ve had the privilege of speaking with some of the industry’s top female voices, who shared their perspectives, advice and lessons learned from throughout their careers. By using our platform to highlight these i...

In this episode of At the Forefront, Michael Higgins, Global Head of Business Development at Hidden Road Partners, sits down with Forefront SVP CJ Lengua to discuss the global institutional credit network's origin story, the debut of its Synthetic Prime Brokerage offering and more.

In this episode of At the Forefront, Senior Account Executive Victoria DaSilva discusses 4 essential marketing tips for B2B fintech CMOs looking to inspire a higher level of engagement with their firm's content.

In this episode, Forefront VP and Head of Content Sam Belden provides some top tips for institutional fintechs looking to get maximum mileage out of the content efforts.

In this episode, Forefront VP and Head of Digital Amanda Perrucci discusses how B2B fintechs can get the most value out of their marketing automation tools to improve their inbound marketing and lead generation capabilities.

In this episode, Eric Jensen, co-founder and CTO of Causality Link, discusses their AI-powered research platform's new alerts system, which detects and summarizes emerging trends, and offers his perspective on the current state of AI. 

In this episode, Jonathan Birnbaum, founder and CEO of OpenYield, a new fixed income marketplace making it easy for brokers, advisors and fintechs to offer attractive bond investing solutions to their clients discusses the state of today’s bond market, the vision behind OpenYield and the firm’s plans for an official launch in Q1 2024.

In this episode of At the Forefront, Sameer Shalaby and Martin Garcia, co-CEOs of digital asset trading and lending firm VersiFi, join us on the heels of their Series A funding round to discuss what VersiFi brings to the table, how their experience working in both TradFi and digital assets has influenced their approach and their perspectives on the evolving crypto regulatory landscape.

In this episode of At the Forefront, Ankit Mehta and Ishaan Narain of RDC discuss their launch of the first Bitcoin Depositary Receipt (BTC DR) and their vision for the future of DRs within digital and alternative assets.

In this episode of At the Forefront, Crossover Markets Co-Founder and CEO Brandon Mulvihill and Tradu CEO Brendan Callan discuss their new partnership announcement and their efforts to bring institutional-grade crypto pricing to the retail community for a superior trading experience.

In this episode, Forefront AVP and Head of Content Sam Belden sits down with two key members of the product team at leading trading technology provider Sterling Trading Tech . OMS Product Manager Michael Baradas and Senior Risk & Margin Product Manager Brian Saldeen discuss some of STT’s new product features, how trading technology can contribute to firms’ alpha and competitive advantage, and...

In this episode, Forefront Senior Consultant Michael Kingsley sits down with David Choate and Chris Hurley of CAPIS , a compliance-driven institutional broker that has built its business exclusively on trade execution and commission management services.

In this episode, Forefront VP of Account Management CJ Lengua sits down with Managing Partner Eric Soderberg to discuss our recent article providing tips and tricks for B2B firms looking to cut costs and properly allocate their marketing budget during an economic downturn.

In this episode of At the Forefront, AVP and Head of Digital Amanda Perrucci sits down with Senior Account Executive Lindsey Patterson to discuss how B2B fintechs can leverage the full power of organic social media to increase brand awareness, nurture client relationships and warm prospects for their sales teams. Listeners will learn the difference between social monitoring and social listening an...

In this episode, Jonathan Cross (JC) and Shawn Samuel of LiquidityBook , a leading provider of cloud-native buy- and sell-side trading solutions, sit down with Michael Kingsley, Forefront SVP and Head of Media Relations to discuss their recent acquisition of Messer Financial Software, the important difference between platform configuration and customization, and where LiquidityBook  is expand...

Rob Mackay, CEO of Regnology, sits down with Forefront Head of Media Relations Michael Kingsley to discuss trends in the RegTech space and Regnology's recent acquisition spree.

Forefront Managing Partner Eric Soderberg sits down with Head of Digital Amanda Perrucci to discuss how your weak brand is hurting your business.

Forefront's Head of Digital Amanda Perrucci sits down with Managing Partner Eric Soderberg to discuss key findings from Hubspot's 2023 INBOUND Conference earlier this month, including valuable insights on LinkedIn ads, event marketing emails and delivering customer experience via social media.

In this episode of At the Forefront, SVP & Head of Media Relations Michael Kingsley sits down with Michael Milani, CEO of Mondeum Capital, to discuss the broker-dealer’s mission to provide next-gen trading solutions uniquely catered to the active trading community.

In this episode, Managing Partner Eric Soderberg is joined by SVP & Head of Media Relations Michael Kingsley to discuss Forefront's Media Training program, which helps everyone from executives to salespeople deliver clear and compelling corporate messages when speaking on behalf of their fintech company.

In this episode, Sameer Shalaby, Founder, President & CEO of VersiFi, sits down the Forefront's Michael Kingsley to discuss how VersiFi brings together an ecosystem of partners to minimize counterparty risk and drive asset manager adoption of digital assets.

In this episode, Forefront Head of Media Relations Michael Kingsley sits down with Brandon Mulvihill and Anthony Mazzarese, co-founders of Crossover Markets, to discuss how they have decoupled trade execution from custody and brokerage to build the world’s foremost institution-only cryptocurrency ECN.

In this installment, Forefront SVP & Head of Media Relations Michael Kingsley sits down with Brian Modesitt, Chief Executive Officer of Insurance Quantified, a leading underwriting technology provider for the commercial property and casualty insurance industry.

In this special installment of At the Forefront: Fintech Conversations, Managing Partners Mark Dowd and Eric Soderberg sit down for Forefront’s very first LinkedIn Live Ask Me Anything (AMA) to discuss all things branding for B2B fintechs.