INVESTOLOGY

A deep dive into crypto with Lex Sokolin a fintech entrepreneur, head economist at Consensys and visual artist. He also publishes the FinTech blueprint, a newsletter and podcasts reaching over a hundred thousand people weekly. Consensys is a leading Ethereum blockchain software company, behind Metamask and other Blockchain products. Lex shares unique insights into how web3.0 could shape wealth man...

We continue our exploration of the future of investing with Alokik Advani Managing partner at Fidelity International Strategic Ventures (FISV), who’s been previously on the show. Alokik is focused on financial technology investments that have strategic relevance for Fidelity International. He was previously a Managing Director at Goldman Sachs and Head of Principal Strategic Investments, APAC. Hav...

Welcome to the first episode of the Future of Investing series.  Where we explore asset classes, trends, and technologies in conversation with individuals who are shaping the future of investing. My guest is Edward Woodford, the founder and CEO of ZeroHash , a FinTech that allows companies to embed crypto into their offering. With a couple of lines of code and without any regulatory burden, busine...

In this episode of the fintech files, we go on a deep dive into embedded investing, with Rakhee Miller, chief product officer at DriveWealth, a unicorn that works with fintechs around the world to let their consumers trade anything, anytime, from anywhere.   TIMESTAMPS  00:00 Intro - Embedded Investing: Drivewealth  00:20 The brokerage industry  02:10 Technology driving innovation   03:50 Lowering...

In this Career Talk episode of The Fintech Files podcast, George Aliferis speaks to Raakhee Miller, currently Chief Product Officer at DriveWealth. Drivewealth is a cloud-based API driven brokerage infrastructure that pioneered embedded investing. In 2021 DriveWealth raised $450M in a Series D valuing the Company at $2.85B   ► Podcast (audio link): https://pod.link/the-fintech-files   TIMESTAMPS ...

A deep dive into the issue of Data and Ethics for professional investors and allocators with Bill Kelly, Chairman and CEO of the CAIA Association. CAIA is the global professional body dedicated to alternative investments, seeking greater alignment, transparency, and knowledge for all investors.  TIMESTAMPS  00:00 Introduction to Data & Ethics with Bill Kelly - CEO of CAIA  00:16 The current al...

Alex Tong, Principal at Information Venture Partners brings us into a deep dive into  Governance, Risk and Compliance (GRC) technology and his firm's investments in Strike Graph, a Cybersecurity Compliance SaaS.  Governance, risk management, and compliance (GRC) are three pillars of cybersecurity management. They enable an organization to effectively meet compliance requirements, manage risk, and...

In this Career Talk epsiode of The Fintech Files, George Aliferis speaks to Alex Tong principal at Information Venture Partners about his career and advice. Information Venture Partners is a venture capital firm, focusing on B2B software companies that are modernizing financial services and finance departments.   TIMESTAMPS  00:00 Introduction Information Venture Partners  02:07 Day to day role of...

In this Career Talk episode of The Fintech Files, George Aliferis speaks to William J. (Bill) Kelly, protector of the investor, global ambassador, and CEO of the CAIA Association. We discuss his career, the role of certifications such as the CAIA, and alternative investments.  CAIA is the global professional body dedicated to alternative investments, seeking greater alignment, transparency, and kn...

The World Economic Forum estimated that 10% of global GDP could be stored on blockchain by 2027, an estimated $24 trillion. We discuss the process of tokenization, its benefits and the bridging work that is required to make it fulfil its promises - with Hirander Misra from GMEX. The Fintech Files is brought is a podcast uncovering the future of finance and investing, brought to you by Orama.tv and...

This is a Deep Dive into The VIX (Volatility Index) and its futures  TIMESTAMPS 00:00 Introduction to Volatility  03:44 Volatility as an asset class  08:09 How the VIX is constructed  10:10 The VIX Futures  12:53 Tradeable instruments on the VIX  15:39 How to use the VIX and what type of investors is it for    QUOTES  Implied volatility levels for any typical equity for low strikes is higher than...

A conversation with Hirander Misra (Chairman & CEO of GMEX Group, SECDEX) who has been a financial innovator for decades and now leads various ventures into the future of exchanges and financing. We discuss: How he started in finance;  How he found his niche at the intersection of markets and technology;  How he founded Chi-X, and then GMEX; What he's looking for in a candidate; His advice for...

This is an interview about Careers in Quant Finance with Christian Kahl, MD, Head of Product Strategy and Client Service at Fincad. Fincad is a leading provider of advanced valuation risk solutions for derivatives and fixed income analytics. Christian holds a PhD in Maths and his career spans 20 years in various leadership roles in quantitative finance.   TIMESTAMPS  00:00 Career Talk: Quant Finan...

This is the inaugural episode of The Fintech Files podcast v2.0 In this episode, I'm speaking with Jim Osman the founder of The Edge Consulting, a research boutique specialising in sourcing special situation investments, such as spinoffs and activist ideas. In this new edition of the podcast, we will separate the conversation into two parts. First, we are going to talk about careers. Then, we will...

In this episode of The Fintech Files, we are exploring the alternative data universe with Mark communications director of Exabel, and host of the alternative data podcast. LINKS https://www.linkedin.com/company/exabel/ https://www.linkedin.com/in/mark-fleming-williams-454a9a/ https://www.exabel.com/ This is a public episode. If you would like to discuss this with other subscribers or get access to...

I'm speaking to Nicolas Rabener, the founder of FactorResearch. We are exploring the world of quantitative investing and factors. Nicolas Rabener is the managing director of FactorResearch, which provides quantitative solutions for factor investing. FactorResearch publishes a free newsletter that is the reference for factor investing and quantitative strategies. Through its Analytics Platform, the...

In this episode of The Fintech Files, I’m delighted to speak to Bryan McCarty director of marketing at Moov. We are investigating what it’s like to be at the core of fintech and to head the marketing there. Moov makes it easy for developers, platforms, and marketplaces to accept, manage, and distribute money. In December 2020 Moov has raised $27 million in a Series A funding round led by venture f...

In this episode of The Fintech Files, I am talking to Joe Wald, serial entrepreneur and intrapreneur. He is Managing Director at BMO Capital Markets, which he joined following the acquisition of Clearpool where he was CEO. We are exploring the world of algorithmic trading for institutional investors. BMO Capital Markets is a leading, full-service North American financial services provider, offerin...

In this episode of The Fintech Files, I have the pleasure of speaking with Jesse Chenard, the CEO of Monetago. We investigate the digitalisation of financial workflow; how the blockchain can eliminate fraud; and the opportunity it represents for trade finance. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit investorama.subst...

In this episode of The Fintech Files, I have the pleasure of speaking with Marwan Forzley, the CEO of Veem. We are going to explore the future of global payments. Veem provides broad access to online global payment tools and pricing. Send, spend, hold and invoice money in over 110 countries around the world. In September 2020 the company raised $31 million in a strategic round which brings Veem’s...

We are continuing to investigate the Open Banking world this time with Andrei Galitski the CTO of Mockbank, a sandbox for open banking and psd2 that helps developers to test their applications without the hassle of real bank accounts. ABOUT MOCKBANK MockBank is sandboxing for Open Banking. The service exists, because we were frustrated at the lack of advanced testing capabilities: creating custome...

Welcome to The Fintech Files the B2B fintech podcast. We are continuing our investigation into the world of Open Banking. There’s a natural tension between being ‘open’ and being secure. I am delighted to discuss with John Broxis SVP at Konsentus Group about keeping it secure both for the users and for those that provide data and services. This is a public episode. If you would like to discuss thi...

In this episode of The Fintech Files, I have the pleasure of speaking with Ian Henderson, the CEO of Kyckr. We investigate how new technology can help fight money laundering. We’re discussing KYC (know your customer) obligations and how businesses use corporate data to bulletproof their compliance. Kyckr (Regtech) is a global business register to help with know your customer processes for anti-mon...

Keith Grose from Plaid explains how Open Banking represents a fantastic opportunity for entrepreneurs and developers to build payment applications and gives practical advice on how to get started. Plaid is an open finance platform and data network that powers the digital financial ecosystem. Brought to you by Mockbank http://mockbank.io This is a public episode. If you would like to discuss this w...

This is the first of a series of interview with Open Banking experts packed with advice for fintech entrepreneurs. In this episode, you will hear from Rolands Mesters, the CEO of Nordigen an account data analytics platform for building powerful applications, on-boarding flows, and customer experiences with Open Banking. Brought to you by Mockbank - sandbox for Open Banking and PSD2 applications Tr...