Shows
INVESTOLOGY: re-think investment managementDiary of a Quant Hedge Fund - Dr Richard SaldanhaA deep dive into the inner workings of hedge funds and quantitative investing, with Dr. Richard Saldanha, a seasoned quant, former hedge fund manager, and now an academic and consultant.Richard shares stories from his career, including cautionary tales of fraud, and offers a contrarian take on the democratization of finance. Learn why adaptability, skepticism, and data quality are more important than ever in today’s markets.Watch it on Substack or listen on your preferred podcast app.Key Takeaways:* Data quality and access are critical—and often underestimated—challenges in finance.* Ma...2025-07-2318 min
INVESTOLOGY: re-think investment managementTaking the Drama out of Estate Planning to Deliver More Holistic Wealth Advice - Gene Farrell, President & CEO, VanillaI love referring to the HBO show Succession, it’s one of the greatest dramas, I would go as far as to compare it with my all-time favourite, “The Sopranos”.And… it truly is a masterclass in how NOT to handle estate planning. Family feuds, intense legal battles, and being reckless with your assets are great for drama, but you don’t want any of that in real life.Estate planning is an(other) area where the advice model is broken; it’s a wealth management issue that lawyers typically handle. So, it doesn’t receive the ho...2025-07-1542 min
INVESTOLOGY: re-think investment managementHyper-trained AI agents for private markets data | Andrea Carnelli Dompe - Tamarix TechnologiesMy chat with Andrea Carnelli Dompe, the founder and CEO of Tamarix Technologies, about the intersection of private market investing and AI technology. We discuss the usefulness of AI agents in helping institutional investors, family offices, and ultra-high-net-worth individuals escape the operational chaos of private markets investing. It’s also a masterclass in building a startup in the age of AI.USEFUL LINKS* Visit the Tamarix website * Andrea on LinkedIn* You can subscribe to the podcast on audio platforms and YouTubeThis episode was produced by Orama...2025-07-1026 min
INVESTOLOGY: re-think investment managementDemocratizing Private Market Knowledge | Leyla Kunimoto - Accredited Investor InsightsI spoke with Leyla Kunimoto, the writer behind the Accredited Investor Insights Substack, and I finally got what it takes to “democratize private assets”.One approach is to incentivize financial advisors to distribute evergreen funds and enroll them in a 'university' established by one of the dominant firms in the market.Alternatively, you can empower individuals by offering case studies and tools to help them conduct due diligence and select deals to join as Limited Partners (LPs), and it takes a lot of commitment and effort on their side.We mainly used private real...2025-06-2437 min
INVESTOLOGY: re-think investment managementIs it possible that we're better off without ESG investing? [Remix & Reflect: Alex Edmans X James Lawrence]Once a celebrated investment concept amassing over $50 trillion in assets, ESG is now facing criticism and skepticism. George Aliferis reflects on ESG, recalling previous podcast conversations with two experts: Alex Edmans, an academic and author, and James Lawrence, Head of Investment at Smart Pension. If it's end of ESG, is this the beginning of something better?Newsletter: https://investorama.substack.com/ Podcast with Alex Edmans:Podcast with James Lawrence:TIMESTAMPS 00:00 ESG: a $50 trillion investment management success 02:28 The rise of esg 04:33 The end of the rule...2025-06-1616 min
INVESTOLOGY: re-think investment managementQuant X Digital Power for Wealth | Ross Milward - QuantifeedIn this episode, George Aliferis hosts Ross Milward, CTO and co-founder of Quantifeed, to discuss the transformative impact of digitization and automation in the financial sector. They delve into Ross's career journey from Deutsche Bank to co-founding Quantifeed, and how their platform leverages software engineering and quantitative finance to improve wealth management. They explore technological advancements, the shift towards more automated and customer-centric financial solutions, and the future impacts of AI and the democratization of private assets. This conversation provides a deep dive into the evolving landscape of wealth management and the vital role of technology in facilitating better...2025-06-0238 min
INVESTOLOGY: re-think investment managementBetter Outcomes For Investors with Data Management Technology | Thomas McHugh - FinbourneTom McHugh, the CEO and co-founder of Finbourne, shares how they are transforming financial data management to deliver better outcomes. Tom shares the complexities of managing diverse financial data sources and how Finbourne's technology aims to simplify this landscape. He explains how their unique approach helps firms maintain gross margins, reduce fees, and enhance efficiency without overhauling existing systems. Learn about the core infrastructure of Finbourne, the role of AI and data virtualization, and the significant social impact Finbourne's solutions can bring to both investors and financial services.LINKSFinbourne: https://www.finbourne.com/📩 George's Inv...2025-05-2639 min
INVESTOLOGY: re-think investment managementRethinking Pension: Income as an Outcome | Doug Brodie - Chancery Lane Income PartnersRedefining Retirement Income: Insights from Chancery Lane's CEODoug Brodie, CEO of Chancery Lane, a firm specializing in retirement income planning, discusses the evolving landscape of pension schemes. Brody critiques the industry's focus on pension pots rather than sustainable income and offers an outcome-driven approach. We also explore the mechanics of investment trusts, a lesser-known instrument that could bypass complex asset allocation challenges for retirees.LINKSDoug Brodie on Linkedin: https://www.linkedin.com/in/doug-brodie-income-investment-plannersChancery Lane: https://www.chancerylane.net/Related episodes on Pensions: https://www.youtube.com/playlist?list...2025-05-2045 min
INVESTOLOGY: re-think investment managementTech-enabled Investment Innovation for Workplace Pensions | James Lawrence - Smart PensionHow technology enables new investment strategies, the role of trustees, the impact of ESG considerations, and the role of private markets in pension portfolios. A comprehensive conversation with James Lawrence of Smart Pension about the future of pensions and how smart technologies and innovative investment practices are shaping better outcomes for millions of pensioners.LINKSJames on Linkedin: https://www.linkedin.com/in/jameslawrencecfa/Smart Pension: https://www.smartpension.co.uk/Related episodes on Pensions: https://www.youtube.com/playlist?list=PLbJ1012cgPCAy2NXMIob3W30DXM3rF3OM📩 George's Investment Management Newsletter: https://bit.ly/3AxnyTY (Free)👨🏻💼George on Linkedin: https://www.li...2025-05-1338 min
INVESTOLOGY: re-think investment managementHelping Employers Deliver Better Retirement Outcomes | Eve Read - Smart (pension tech)How to address the pressing challenges facing the pension industry with technology. George Aliferis and Eve Read from Smart Pension explore the technological advancements and practical policy recommendations to improve pension outcomes. From UX, to education, communication, or "micro interventions" tune in to understand how Smart Pension is helping to achieve better retirement outcomes.LINKSEve Read on Linkedin: https://www.linkedin.com/in/everead/Smart Pension: https://www.smartpension.co.uk/Related episodes on Pensions: https://www.youtube.com/playlist?list=PLbJ1012cgPCAy2NXMIob3W30DXM3rF3OM📩 Geo...2025-05-0743 min
INVESTOLOGY: re-think investment managementEx-CAIA CEO Bill Kellly on Democratization, Due Diligence & that Larry Fink Letter | William J. Kelly, CAIA- Educational AlphaBill Kelly, CAIA former CAIA CEO, returns to discuss his new venture, Educational Alpha. Bill and George explore the importance of financial education, the perils of democratizing investment products, and the role of long-term thinking in retirement planning. Bill also shares insights into his podcasting journey and highlights the significance of due diligence and critical thinking for investors.My interview by Bill on Educational Alpha: https://podcasts.apple.com/us/podcast/educational-alpha/id1675164756My previous interview with Bill in 2021: https://podcasts.apple.com/gb/podcast/improving-capital-allocation-outcomes-bill-kelly-ceo/id1511595070?i=10005407369052025-04-1041 min
Educational AlphaS3: Conversation with George Aliferis, Founder, OramaIn this episode, Bill sits down with George Aliferis, founder of Orama, host of the Investology podcast, and a fellow CAIA Member, to explore the evolving dynamics of private markets, democratized investing, and the importance of long-term thinking. George shares his unconventional path—from financial markets to filming Michelin-star chefs, and back into fintech content creation. Together, they probe the marketing practices in alternative investing, the pitfalls of liquidity and wrappers, and the critical role of education and governance in a more accessible financial landscape. The episode also features reflections on Swensen-style investing, the challenges of retail access to al...2025-04-0940 min
INVESTOLOGY: re-think investment managementThe Business of Financial Markets Data | Matt Ober - General Partner, Social Leverage (ex-Bloomberg, ex-HF, now VC)Matt Ober, CAIA shares his journey from data scientist at Bloomberg to becoming the head of data strategy at a hedge fund, and later transitioning into venture capital with Social Leverage. We discuss into the expanding role of data in financial services, the strategies employed by hedge funds, and the future of alternative data. A rare opportunity to rethink the business of financial market data.LINKSMatt on Linkedin: https://www.linkedin.com/in/obermattj/Matt's Newsletter: https://www.mattober.co/Social Leverage: https://www.socialleverage.com/Initial Data Offering: https://initialdataoffering.com/📩 George's Investment Management Newsletter: https://bit.ly/3Axn...2025-03-3139 min
INVESTOLOGY: re-think investment managementA Reality Check on AI: Hype & Applications | Dr. Richard Saldanha - ex. Hedge Fund, University Lecturer in Machine Learning, Board Member & AdviserA reality-check on the AI hype, with a world-renowned Ai and Machine Learning specialist, mathematician, academic and ex-hedge fund manager: Dr Richard Saldanha."I don't believe that artificial intelligence exists at this precise moment in time, but that's a hard definition."LINKSRichard on Linkedin: https://www.linkedin.com/in/oxquant-richard-saldanha/Richard's AI webinars: https://youtube.com/playlist?list=PL7U0Sdn6Aq2fLnu_XikcmGMzlBaAfDtZj&si=Nbu51oTMFD76d3CB📩 George's Investment Management Newsletter: https://bit.ly/3AxnyTY (Free)🎧 Audio Podcast: https://pod.link/1511595070📹Find us on You...2025-03-2430 min
INVESTOLOGY: re-think investment management[REPOSTED: Nvidia GTC special] AI in Investment Management | Pahal Patangia - Nvidia (recorded in March 2022)A conversation between George Aliferis and Pahal Patangia, Global Developer Relations Lead, Consumer Fintech at NVIDIA recorded at the same time as Nvidia's 2022 GTC conferencePahal explains how fintech startups can evolve their data science program. We also go through various applications with real-life examples from Square, Venmo, Ping An, Allianz, and more.Listen to The Fintech Files your favourite podcast app or watch on YouTube.TO GO FURTHERNVIDIA Developer Hub for financial services https://developer.nvidia.com/industries/financial-servicesThe GTC Conference https://www.nvidia.com/gtc/2025-03-2140 min
INVESTOLOGY: re-think investment management[Finovate Special 4/4] Navigating Financial Promotions in the Finfluencer Era with AI | Sage Franch - PromoComplyExplore the evolving landscape of financial promotions and the challenges faced by companies in staying compliant with stringent regulations. A discussion with Sage Franch, CEO and Co-founder of Promo Comply at Finovate Europe. Discover how AI tools can streamline marketing efforts, mitigate compliance risks, and foster trust among investors and regulators. LINKSPromoComply https://www.promocomply.com/📩 George's Investment Management Newsletter: https://bit.ly/3AxnyTY (Free)🎧 Audio Podcast: https://pod.link/1511595070📹Find us on YouTube: https://www.youtube.com/@investology_podcastFinovate: https://finovate.com/This episode was produced by Orama - a video and podcast studio fo...2025-03-1810 min
INVESTOLOGY: re-think investment management[Finovate Special 3/4] Create Investment Memos in Minutes with your own AI | Sachin Rege - Moonjelly AIWe discuss how generative AI platform empowers businesses to harness their data and algorithms securely and facilitate the investment research process. It's also a broader reflection on AI fintech startups.LINKSMoonjelly AIhttps://www.jellyfishlabs.ai/📩 George's Investment Management Newsletter: https://bit.ly/3AxnyTY (Free)🎧 Audio Podcast: https://pod.link/1511595070📹Find us on YouTube: https://www.youtube.com/@investology_podcastFinovate: https://finovate.com/This episode was produced by Orama - a video and podcast studio for B2B Brands: https://orama.tv/ABOUT MOO...2025-03-1408 min
INVESTOLOGY: re-think investment management[Finovate Special 2/4] A New Era of AI-Powered Wealth Managers | Arianna Colombo - MDOTMDiscover how a modern tech platform integrates traditional market data with AI to provide investment signals, optimize investments, and automate reporting in wealth management. Learn about the impact of generative AI in transforming the financial industry and why confidence in AI has surged, enabling rapid growth and better adaptation within firms. With Arianna Colombo, MDOTMLINKSMDOTM https://www.mdotm.ai/Arianna on Linkedin: https://www.linkedin.com/in/arianna-colombo-6941101a2/📩 George's Investment Management Newsletter: https://bit.ly/3AxnyTY (Free)🎧 Audio Podcast: https://pod.link/1511595070Fino...2025-03-1208 min
INVESTOLOGY: re-think investment management[Finovate Special 1/4] AI Agents to Fight Financial Crime (and Reduce the $200bn Compliance Bill) | Darren Douglas - Regsearch AIDarren Douglas, founder and CEO of RegSearch AI, explains the challenge of regulatory compliance, which costs over $200bn to the financial industry and the role of AI regulatory compliance agents. Darren explains the need for AI proprietary models that ensure data security and transparency and explains how AI agents can read, understand, and map regulatory documents to internal information, drastically saving time and reducing compliance costs.LINKSRegsearch AI https://regsearch.ai/Darren Douglas on Linkedin: https://www.linkedin.com/in/darren-douglas-6372192a/📩 George's Investment Management Newsletter: https://bit...2025-03-1011 min
INVESTOLOGY: re-think investment managementQuant Trading: from Data to Alpha | Marco Aboav, Etna Research: Marco Aboav - Etna ResearchAn exploration of how quant hedge funds strategically source and use data to fulfil their ultimate goal of alpha generation. Marco Aboav, ex-hedge fund manager and CEO of Etna Research unveils how the most sophisticated asset managers build a sustainable trading advantage.USEFUL LINKSEtna Research: https://www.etnaresearch.com/Marco on Linkedin: https://www.linkedin.com/in/marco-jean-aboav/Watch the podcast on YouTube: https://www.youtube.com/@investology_podcast📩 George's Investment Management Newsletter: https://bit.ly/3AxnyTY (Free)🎧 Audio Podcast: https://pod.link/1511595070This episode was pr...2025-02-2553 min
INVESTOLOGY: re-think investment managementThe Tech Connecting Pensions to the Assets they Need | Hugh Cutler, Mobius LifeWe explore the tech that improves pension outcomes behind the curtain with Hugh Cutler, CCO of Mobius Life. In this episode, Hugh shares his journey from actuary to investment management, the role of technology and regulation in pensions, and how Mobius Life is making efficient, cost-effective, and diversified investment solutions accessible for better retirement outcomes. We also explore the “hardest challenge in investing": decumulation, and the future of financial technology in providing tailored investment advice.USEFUL LINKSMobius Life: https://www.mobiuslife.co.uk/Hugh Cutler on Linkedin: https://www.linkedin.com/in/hu...2025-02-1142 min
INVESTOLOGY: re-think investment managementUnderstanding the Pension System: an Investment Management Perspective- with Alyshia Harrington-Clark from the Pension and Lifetime Savings AssociationI will updat this laterExplore the evolving nature of the pension system, the impact of demographic changes, and the role of technology in making pension management more efficient. Discover how the pension landscape in the UK is adapting to new challenges and opportunities, and what the future might hold for workers and retirees alike. With Alyshia Harrington-Clark Head of DC, Master Trusts and Lifetime Savings, PLSA (Pension and Lifetime Savings Association)USEFUL LINKSAbout the PLSA : https://www.plsa.co.uk/Check out the @PlsaUk on YouTube📩 George's Investment Management Newsletter: https://bit.ly/3AxnyT...2025-02-0446 min
INVESTOLOGY: re-think investment managementInvesting in a Post Truth World - with Alex Edmans (Author of May Contain Lies)How stories, statistics and studies exploit our biases as investors — and what we can do about it.Tune in for an enlightening discussion with Alex Edmans, on enhancing your critical thinking skills applied to investing.Alex's website: https://maycontainlies.com/Alex Edmans is Professor of Finance at London Business School. His TED talk ‘What to Trust in a Post-Truth World’ has been viewed 2 million times and he has spoken at Davos and in the UK House of Commons. In 2013 he was awarded tenure at The Wharton School and in 2021 he was named MBA Professor of the Ye...2025-01-0614 min
INVESTOLOGY: re-think investment managementPension Reform Dreams & Investment Realities (recorded prior to the UK Chancellor Mansion House Speech announcing a UK pension overhaul)We dive into the intricate world of pension funds, featuring an insightful discussion with Alishya Hartington Clark, a DC (Defined Contribution) specialist from the Pension and Lifetime Savings Association. The conversation, recorded on November 11th, precedes a major announcement by the new Chancellor regarding significant pension reforms. We explore why a government could push towards UK alternative assets, the inherent risks and benefits, and the ongoing dialogue between the government and the pension industry. TO GO FURTHERChallenge the status quo, cut through the hype, and debunk misleading marketing claims. 2024-11-2009 min
INVESTOLOGY: re-think investment managementEvery company CAN become a fintech company | Lars Markull - Embedded Finance ReviewIn this rebirth of the FinTech Files podcast, George Aliferis speaks to Lars Markull about embedded finance, discussing its progression, challenges, and potential future developments. The conversation covers notable examples such as Shopify and Starbucks which show successful integration of financial services to enhance customer value. Lars touches on the importance of selecting the right partners, the nuances of different financial products, and the potential for embedded finance in sectors like B2B, B2C, and beyond. The discussion also explores the idea of 'fantasy fintech' and how non-financial companies can creatively integrate financial services to drive revenue and...2024-11-1232 min
INVESTOLOGY: re-think investment managementThe Strong Returns of Financial History - with Author Mark J. Higgins | Investing in US Financial HistoryGeorge Aliferis and Mark J. Higgins discuss the evolution of the U.S. financial system over the past 230 years, from Alexander Hamilton's foundational contributions to RoaringKitty's Gamestop disruption. They explore the notion of financial progress, the cycles of regulation, what's missing from financial education and advice and how investors can profit from history.Order Investing in US Financial History: https://www.amazon.com/Investing-U-S-Financial-History-Understanding/TO GO FURTHER🧑🏽🎓 Alternative Investments Course: https://bit.ly/Alts_Invest📩 Newsletter on Democratization of Alternatives: https://bit.ly/3AxnyTY🎧Listen to the podcast: https://pod.link/15115950702024-06-1342 min
INVESTOLOGY: re-think investment managementThe Greatest Example of Fund Marketing: Blackstone's BREIT | George Aliferis, CAIAThe Real Story Behind Blackstone's Real Estate Income Trust (BREIT)I (George) am doing a deep dive into the history and marketing of Blackstone's Real Estate Income Trust (BREIT), the potential financial reckonings and the broader marketing implications for the democratization of alternative assets.I'm revisiting a previous episode with Phil Bak following recent press about the fund and a revelation: the fund doesn't make FINANCIAL sense - it makes MARKETING sense!REFERENCESBusiness Insider: https://www.businessinsider.com/blackstone-breit-commercial-real-estate-fund-misled-investors-private-equity-2024-5New York Times: https://www.nytimes.com/2024/05/07/business/dealbook/blackstone-breit-fund-debate...2024-05-2819 min
INVESTOLOGY: re-think investment managementPrivate Equity: Everything you thought you knew about it is probably wrong | Ludovic Phalippou - Oxford UniversityDiscover the untold truths of the private equity world in this eye-opening episode, featuring Ludovic Phalippou, a renowned professor of financial economics at Oxford University Saïd Business School. Unpack the complex realities of private equity, from misconceptions about past performance to the intricacies of fee structures. Ludovic, known as the "bete noire" of private equity, alongside host George Aliferis, delves deep into the industry's practices, educational challenges, and the urgent need for clearer regulation. On YouTube: https://youtu.be/WKSWrjssSAMREFERENCES▶️The Book: Private Equity Laid Bare https://www.a...2024-03-1841 min
INVESTOLOGY: re-think investment managementPrivate Equity: Debunking the Myths | Trym Riksen - GablerGeorge Aliferis sits down with Trym Riksen, Head of Portfolio Management at Gabler, to debunk the myths surrounding private equity. They dive into the narrative that private equity offers high returns with low volatility and discuss the reality behind these claims. Trym provides insights into the limitations of private equity data, and the challenges of comparing it to listed assets They also explore the influence of marketing and the democratization of private equity. An eye-opening discussion that separates fact from fiction in the world of private equity.Watch it on YouTube: https://youtu.be/a0Ag6D0...2024-02-0732 min
INVESTOLOGY: re-think investment managementMasterworks and the Democratization of Art Investing: Is The Picture Too Perfect? | George Aliferis, CAIAEver wondered what it would be like to own a fraction of a masterpiece artwork? I've delved into the world of art investment and explored the intriguing proposition offered by Masterworks. They claim to outperform the market and have an impressive track record. Find out if it's too good to be true.📽 Watch it on YouTube: http://bit.ly/2FQSunJ 📩 Explore Alternative Investing. Join the newsletter: https://bit.ly/3AxnyTY🧑🏽🎓 Check free and paid courses on Hedge Funds, Alternative Assets & Defihttps://bit.ly/investorama_courses CHAPTERS00:00 Introduction to Art Ownership and Masterworks2023-12-0113 min
INVESTOLOGY: re-think investment management[Due Diligence] on Limitless (2011) : Why Limitless is really about Fund Management | George Aliferis, CAIALimitless: Beyond the mind-blowing investment results from Eddie Morra (Bradley Cooper) when he's on NZT, could he manage a fund that we’d invest in? CONNECT📽 Subscribe on YouTube: http://bit.ly/2FQSunJ (and turn the notifications on)📩 Explore the future of investing. Join the newsletter: https://bit.ly/3AxnyTY🧑🏽🎓 Check the courses on Hedge Funds, Alternative Assets & Defihttps://bit.ly/investorama_coursesKEY FINANCIAL CONCEPTS1. Quantitative Trading: This refers to using algorithms and quantitative analysis to make trading decisions based on market signals.2. High-Frequency Trading: It is a form of quantitat...2023-11-2110 min
INVESTOLOGY: re-think investment management[Due Diligence} on the Wall Street (1987) movie: Could you invest in the 2023 version of Gordon Gekko? | George Aliferis, CAIAAn assessment of the character Gordon Gekko from the movie Wall Street, comparing him to real-world financial figures like Steve Cohen as an investment opportunity while discussing the nuances of insider trading and how the landscape of Wall Street has evolved since the 1980s. 📽 Subscribe on YouTube: http://bit.ly/2FQSunJ (and turn the notifications on)📩 Explore the future of investing. Join the newsletter : https://bit.ly/3AxnyTY🧑🏽🎓 Check the courses on Hedge Funds, Alternative Assets & Defihttps://bit.ly/investorama_courses All materials in these videos are used for educational purposes and fall within t...2023-11-0810 min
INVESTOLOGY: re-think investment management[Due Diligence] on Fair Play (2023, Netflix): Should you invest in Emily's hedge fund? | George Aliferis, CAIAWe conduct a Due Diligence on One Crest Capital, the hedge fund where star portfolio manager Emily, works in Fair Play, streaming on Netflix. Her relationship is collapsing, but can her investments remain solid?📽 Subscribe on YouTube: http://bit.ly/2FQSunJ (and turn the notifications on)📩 Join the newsletter: https://bit.ly/3AxnyTY🧑🏽🎓 Check the Alternative Investment Courses https://bit.ly/investorama_coursesABOUT FAIR PLAY An unexpected promotion at a cutthroat hedge fund pushes a newly engaged couple's relationship to the brink.https://www.netflix.com/title/81674326All materials in thes...2023-10-2609 min
INVESTOLOGY: re-think investment managementPrivate Debt & The Democratization of Alternatives - Aaron Filbeck Managing Director and Head of UniFi by CAIA™A conversation with Aaron Filbeck about CAIA’s new program Unifi by CAIA, why we need a course focused on Private Debt and how to democratize alternative assets the right way, through education.Aaron is Managing Director and Head of UniFi by CAIA™Listen to InvestOrama Conversations on your favourite podcast app: https://pod.link/1511595070USEFUL LINKSAaron https://caia.org/contact/aaron-filbeck-caia-cfa-cfpr-cipm-fdp-co-chapter-headUnifi by CAIA https://caia.org/programs/unifiPrivate Debt Microcredential: https://unifi.caia.org/?_ga=2.29254777.498243206.1683717981-1667398133.1673049038#/curricula/913376cf-b25b-4fa7-a1bf-ea3555b786dbQUOTES...2023-05-1039 min
INVESTOLOGY: re-think investment managementThe Real Deal About REIT Investing (and what's going very wrong with Blackstone's BREIT)- Phil Bak, CEO of Armada ETFsPhil Bak is the CEO of Armada ETFs. Phil has been innovating in the ETF industry for over 15 years. Armada specializes in REIT ETFs, and we go on a deep dive into real estate investing, how investors can use REITS and what’s going on with the Blackstone BREIT Fund.Listen to InvestOrama on your favourite podcast app: https://pod.link/1511595070EPISODE LINKShttps://philbak.substack.com/https://twitter.com/philbak1https://www.armadaetfs.com/https://www.breit.com/...2023-04-2641 min
INVESTOLOGY: re-think investment management[The Fintech Files] June Felix, CEO of IG Group - Unlocking Financial Futures through EducationJune Felix is the CEO of IG Group, the leading trading platform, and a strong advocate for financial literacy. We discuss the changing nature of retail trading with insights from IG Group and how to empower individuals to shape their own financial future.Listen to InvestOrama on your favourite podcast app: https://pod.link/1511595070EPISODE LINKSIG Group Academy https://www.ig.com/en/learn-to-tradeJune Felix on Linkedin: https://www.linkedin.com/in/junefelix/QUOTES“IG’s we...2023-04-1931 min
INVESTOLOGY: re-think investment managementDan Davies - Author of Lying for Money on Credit Suisse and the 2023 Banking FailuresDan Davies is the author of Lying for Money and an expert on banking crises. We discuss the latest string of banking failures: Silicon Valley Bank, Credit Suisse and what that means for the financial system.EPISODE LINKSLying for Money https://www.amazon.co.uk/Lying-Money-Legendary-Frauds-Workings-ebook/dp/B078WFT5JVDan Davies's new substack: /backofmind.substack.comTwitter https://twitter.com/dsquareddigestQUOTES“The trouble with fraud is it's like the evil twin of the real economy. It's part of the real economy, and yo...2023-03-2846 min
INVESTOLOGY: re-think investment management[The Fintech Files] Deposit Wars (from SVB to Public.com) - Alex Johnson | Fintech TakesAlex Johnson is a fintech expert and the author of the popular newsletter and podcast Fintech Takes. He discusses with George Aliferis about Silicon Valley Bank, which collapsed after massive deposit outflows and what that means for deposits, savings and investment accounts.LINKSAlex’s Fintech Takes https://newsletter.fintechtakes.com/Twitter https://twitter.com/AlexH_JohnsonQUOTES“It's not really a bailout in the classic sense if you are just rescuing depositors who had nothing to do with the risks that SVB was taki...2023-03-2246 min
INVESTOLOGY: re-think investment managementEdward Chancellor - Author of The Price of Time, The Real Story of InterestEdward Chancellor is a financial historian, journalist and investment strategist, and the author of The Price of Time, the real story of interest. This is an essential book for investors who want to understand the impact of interest rates.Episode linksEdward’s website: https://www.edwardchancellor.com/Link to the book: https://www.edwardchancellor.com/books/the-price-of-timeQuotes"If interest is an omnipresent phenomenon and the ultra-low rates wormed their way into all economic and financial activity, then it would follow that the everything bubble turns into the...2023-03-1653 min
INVESTOLOGY: re-think investment managementIntroducing Investorama: The Future of Investing - Without the Hype (formerly The Fintech Files)Welcome to a new chapter of the podcast that was formerly known as the FinTech files. It's become Ιnvestorama. The change of name reflects a deeper focus on the investment world and an alignment with the existing YouTube channel, which has reached 16,000 subscribers. https://www.youtube.com/investorama
My name is George Aliferis. I'll be hosting this podcast. I used to structure and market investment products based on derivatives and alternative investments for over a decade in big banks. I quit the industry because I was telling my friends and family not to buy the products I w...2023-03-1405 min
INVESTOLOGY: re-think investment management[Due Diligence] The Cefi Apocalypse - Part 2: The Recipe for Cefi's Success and Failure | George Aliferis, CAIAIn this new episode about the Cefi Apocalypse, we find out how key players in the industry managed to forget any notions of risk. And how so many investors follow them. To do so, we look at the technological, cultural and macro trends that preceded it. And on the technological side, the starting point has to be Bitcoin and its origin block in January 2009.In conversation with Hirander Misra, CEO and co-founder of GMEX Group, FinTech Entrepreneur and Blockchain influencer.🎧 Listen on podcast platforms https://pod.link/the-fintech-files/This podcast is...2022-09-2113 min
INVESTOLOGY: re-think investment management[Due Diligence] The Cefi Apocalypse - Part 1: The Celsius Files | George Aliferis, CAIAThis is the first episode of a series about CEFI. We start by examining the Celsius archives and bankruptcy filing and what they reveal about the industry.It's a new narrative format that allows me to go more in-depth and combine many elements gathered through previous interviews. And because CEFI involves both crypto and traditional finance, it offers a glimpse into the future of investing or, in this case, what we don't want the future to look like.This episode was produced in partnership with The Realization Group https...2022-08-1822 min
INVESTOLOGY: re-think investment management[The Fintech Files] Powering the E in ESG and the Dawn of the Greenwashing Era | Brennan Spellacy - CEO, PatchA deep dive into Decarbonization and the ESG Reckoning - with Brennan Spellacy, CEO & Co-Founder of Patch - a platform that powers climate action🎧 https://pod.link/the-fintech-files/🎥 https://youtu.be/FW84_z5n4Bk🏦THE COMPANYPatch is an API and a marketplace that enables companies to seamlessly purchase as little as a gram to giga-tonnes of carbon removal from reputable and trusted carbon removal projects.💰 Funding: Series A US$ 20.8MHIGHLIGHTS▶ We discuss the SEC’s recent moves agai...2022-07-0630 min
INVESTOLOGY: re-think investment management[The Fintech Files] Tokenizing Gold and other Precious Metals | Alexander Tkachenko - CEO, VNXA deep dive into the perspective offered by the tokenization of gold with the Founder and CEO of VNX, Alexander Tkachenko🎧Link: https://lnkd.in/ecY_CWQA🏦THE COMPANYVNX is a European platform for tokenised precious metals registered with the Financial Markets Authority of Lichtenstein⚡️HIGHLIGHTSCompared to other ways of tracking gold, the solution offered by VNX can: Offer a low-cost way to track gold compared to ETPs A more efficient way to own it than storing it on your own...2022-06-2332 min
INVESTOLOGY: re-think investment management[The Fintech Files] Crypto Mining Powered by the Players | Joe Downie, CMO - NicehashA deep dive into the economics of Crypto mining and how NiceHash uses the GPU power of gamers, with Joe Downie the CMO of NiceHash🎧Link: https://pod.link/the-fintech-files🏦THE COMPANYNiceHash is a global cryptocurrency hash power broker and cryptocurrency exchange.👾Its focus is on gamers with powerful computers that can be used to mine cryptoFounded: 2014🧌Users: 2.5 MillionHIGHLIGHTS▶ How Crypto mining works via Proof of Work▶The economics of mining for ga...2022-06-1431 min
INVESTOLOGY: re-think investment management[The Fintech Files] The Apex Predator of Defi? Orca - The Leading Decentralized Exchange on the Solana Chain | Boaz Shoshan - Orca [The Future of Investing]Orca is a Decentralized Exchange on the Solana chain that has seen spectacular growth since its launch in February 2021. ▶Over $25bn volume traded ▶Third largest DEX ▶Over 140,000 Daily Active Users For more info https://orca.so/ Listen to the podcast on your favourite platform: https://pod.link/the-fintech-files TIMESTAMPS00:00 Introduction to Orca 01:53 Boaz's background 04:07 Working in crypto and starting at Orca 05:05 An overview of Defi and DEX 10:52 Orca: Th...2022-05-2730 min
INVESTOLOGY: re-think investment management[The Fintech Files] Disrupting the investment process of a $120 trillion asset class | Russell, Feldman, CEO - IMTC [The Future of Investing]A conversation between George Aliferis and Russell Feldman about the fixed income market. Russell is the CEO of IMTC, a cutting-edge, cloud-based investment management system for fixed income investors. For more info https://imtc.com/ TIMESTAMPS 00:21 An overview of the fixed income market 01:08 Russell's background 02:56 Legacy tech in fixed income 04:17 The complexity of fixed income securities06:34 Key Challenges for Fixed Income portfolio managers 15:10 The benefits of cloud technology in the fixed income space for data process...2022-05-1928 min
INVESTOLOGY: re-think investment management[The Fintech Files] A Web3.0 Future for Asset Management? | Ramon Recuero - Babylon Finance (Asset Management DAO) [The Future of Investing]A conversation between George Aliferis and Ramon Recuero, Co-Founder of Babylon Finance. Babylon is a platform that allows to create strategies, split fees, share profits, and earn rewards via DeFi investment clubs. It operates on the Ethereum network and holds over $22.33m in assets across 95 Investment Clubs Find out more https://www.babylon.finance/ Listen to The Fintech Files your favourite podcast app https://pod.link/the-fintech-files TIMESTAMPS 00:00 Introducing Ramon from Babylon Finance 02:26 What is Babylon? 03:51 The Babylon look and feel 07:32 A firs...2022-04-2731 min
INVESTOLOGY: re-think investment management[The Fintech Files] Unlocking a New Wave of Fintech Innovation with Payroll Connectivity | Lauren Crossett - Pinwheel (the income layer for financial services)A conversation between George Aliferis and Lauren Crossett, Head of Commercial at Pinwheel about unlocking the next wave of fintech innovation with income/payroll data connectivity.Pinwheel is the leading payroll connectivity API company used to securely access income and employment data. The "income data layer" has the potential to ignite a "Fintech 2.0" in the same way that Open Banking / Plaid ushered in Fintech 1.0 with connectivity to financial institutions.Listen to The Fintech Files your favourite podcast app or watch on YouTube.USEFUL LINKSCompany website https...2022-04-0424 min
INVESTOLOGY: re-think investment management[The Fintech Files] Wealth Building for People Leaving Abroad | Elliott Locke - AbroadenA conversation between George Aliferis and Elliott Locke, CEO and founder of Abroaden:'How people living abroad invest' Watch on YouTube https://www.youtube.com/the-fintech-files About Abroaden:https://abroaden.co/ https://www.instagram.com/abroaden.co/ TIMESTAMPS 00:00 Introducing 00:29 Elliott Locke's background 02:57 Identifying a problem for investors 05:42 The pandemic impact 07:27 Addressing the challenges faced by people living abroad 10:05 Fragmentation of the EU market & Ev...2022-03-2925 min
INVESTOLOGY: re-think investment managementCareer Talk: Chief Product Officer, Raakhee Miller - DriveWealth (embedded investing unicorn)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 00:00 Intro00:44 Being a CPO at a fast-growing Fintech startup 01:40 Raakhee's career before DriveWealth 03:16 Role of a CPO 05:44 Startup Lessons from working in Wall Street 2021-11-3010 min
INVESTOLOGY: re-think investment managementData & Ethics in Investment Management | Bill Kelly, CEO of the CAIA AssociationA 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 alternative investment landscape 00:59 Client focus as a North star 02:23 The ethical conclusion of every CAIA's blog 05:37 Data and Ethics in a digitized world 06:59 How or...2021-11-1623 min
INVESTOLOGY: re-think investment managementInvesting in Cybersecurity Compliance (Strike Graph) | Alex Tong - Information Venture PartnersAlex 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 standardize across the enterprise. It is a key aspect of building trust and winning more deals with enterprise clients.TIMESTAMPS00:23 Why Governance, Risk and Compliance is an exciting space to build and invest 0...2021-11-1222 min
INVESTOLOGY: re-think investment managementCareer Talk: The path to Venture Capital with Alex Tong - Information Venture PartnersIn 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 Principal in a VC firm 04:44 Getting into Venture Capital 09:36 Why Information Venture Partners runs a concentrated portfolio 12:14 Available 24-7: Information Venture Partners commitment to its fo...2021-11-0417 min
INVESTOLOGY: re-think investment managementImproving Capital Allocation Outcomes - Bill Kelly, CEO of the CAIA AssociationIn 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 knowledge for all investors. ► Listen everywhere: https://pod.link/the-fintech-files ► Watch on YouTube: https://www.youtube.com/thefintechfiles🧑🏽🎓Registrations are now open for the March 2022 CAIA exam: https://bit.ly/CAIAexam2021-11-0419 min
INVESTOLOGY: re-think investment managementTokenization: The $24 Trillion Digital Asset Play | Hirander Misra - GMEX, SECDEXThe 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 hosted by George Aliferis. Listen on every podcast platform https://pod.link/the-fintech-filesTIMESTAMPS00:00 Intro: Tokenization will impact trillions of dollars...2021-10-2841 min
INVESTOLOGY: re-think investment managementThe VIX (Volatility Index): Deep Dive | Christian Kahl - FincadThis is a Deep Dive into The VIX (Volatility Index) and its futures TIMESTAMPS00:00 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 for high strikes which give you an indication of the inverse c...2021-10-2118 min
INVESTOLOGY: re-think investment managementCareer Talk: Exchanges & Market Technology with Hirander Misra, GMEXA 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 younger generationsLINKS https://www.gmex-group.com/ https://www.linkedin.com/in/hirander-misra-900379/🎧More about the Podcast🎧► Podcast (aud...2021-10-1425 min
INVESTOLOGY: re-think investment managementHow to do Better Marketing in Fintech | Jason Bradwell - B2B Better [Fintech Founder’s Growth Guide]A discussion with Jason Bradwell, the author of my favourite marketing newsletter the B2B Bite and podcast B2B Better. Jason is on a mission to make B2B marketing less boring. We are investigating how to make B2B better and how that applies to B2B fintech. In this episode 00:00 Is marketing essential for B2B and enterprise startups? 02:49 Marketing as a product 05:23 The emotional driver in B2B marketing 07:00 How content helps to deal with long and complex sales cycles 11:45 6 marketing s...2021-05-2531 min
INVESTOLOGY: re-think investment managementBuilding The Core of Fintech by Putting Developers First | Bryan McCarty - MoovIn 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 firm a16z. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit investorama.subs...2021-05-1131 min
INVESTOLOGY: re-think investment managementAlgorithmic Trading Deep Dive: Transparency, Control and Best Execution | Joe Wald - BMO Capital MarketsIn 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, offering a complete range of investment and corporate banking products and services. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit investorama.substack...2021-04-3025 min
INVESTOLOGY: re-think investment managementMaking Finance Flow With Blockchain Technology | Jesse Chenard - MonetagoIn 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.substack.com2021-04-2626 min
INVESTOLOGY: re-think investment managementAbolishing Complexity in Global Business Payments | Marwan Forzley - VeemIn 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 total raised since its 2014 inception to just over $100 million. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus ep...2021-04-2121 min
INVESTOLOGY: re-think investment managementTesting Open Banking Accounts Virtually To Solve Real Life Problems | Andrei Galitski - MockbankWe 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 MOCKBANKMockBank is sandboxing for Open Banking. The service exists, because we were frustrated at the lack of advanced testing capabilities: creating customers, creating historical data, creating new transactions, testing connectivity and more. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes...2021-04-1517 min
INVESTOLOGY: re-think investment managementKeeping Open Banking Open & Secure | John Broxis - KonsentusWelcome 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 this with other subscribers or get access to bonus episodes, visit investorama.substack.com2021-04-1327 min
INVESTOLOGY: re-think investment managementFighting Money Laundering with Data | Ian Henderson - KyckrIn 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-money laundering (AML) regulations. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit investorama.substack.com2021-04-0224 min
INVESTOLOGY: re-think investment managementOpen Banking Payments for Developers| Keith Grose - PlaidKeith 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 with other subscribers or get access to bonus episodes, visit investorama.substack.com2021-03-2904 min
INVESTOLOGY: re-think investment managementOpen Banking: The Opportunity for Fintech Entrepreneurs | Rolands Mesters - CEO, NordigenThis 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 applicationsTry Mockbank for free https://mockbank.io/ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit investorama.substack.com2021-03-2504 min
INVESTOLOGY: re-think investment managementFraud, Biometrics & The Cards of the Future | Vince Graziani - IDEX BiometricsIn this episode of The Fintech Files, I have the pleasure of speaking with Vince Graziani the CEO of IDEX Biometrics and we’re investigating the dangers of fraud in the digitalisation of finance and how fingerprint biometrics can help.IDEX Biometrics ASA (OSE: IDEX and Nasdaq: IDBA) is a leading provider of fingerprint identification technologies offering simple, secure, and personal touch-free authentication for all. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit investorama.substack.com2021-03-2324 min
INVESTOLOGY: re-think investment managementHow to think like a Fintech VC | Matt Ford - Mouro CapitalToday we are investigating how to navigate the nuance and complexity of fintech with Matt Ford, Partner at Mouro Capital and fintech entrepreneur.Mouro Capital is a venture capital firm that targets early to growth fintech investment opportunities across Europe, North America and Latin America.Mouro’s Capital investments include: Truelayer, Drivewealth, Curve This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit investorama.substack.com2021-03-1134 min
INVESTOLOGY: re-think investment managementOpen Banking & The Future of Payments | Keith Grose, PlaidIn this episode of The Fintech Files, I have the pleasure of speaking with Keith Grose. Keith is ex-Google, ex-Bain but still Californian and now Head of International for Plaid, a leading open banking data network that enables companies to build fintech solutions.We’re investigating how Open Banking can revolutionize payments and its long term impact. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit investorama.substack.com2021-03-0925 min
INVESTOLOGY: re-think investment managementHacking Venture Capital | Patrick Ryan - OdinIn this episode of The Fintech Files, George Aliferis speaks to Patrick Ryan, CEO of Odin a community of creators and operators leveraging crowd intelligence to build and invest in companies together.TOPICS DISCUSSEDGamestop & Collective IntelligenceHow it can be applied to private marketsInvesting in publicThe state of VCShortcomings and benefits of crowdfundingBuilding a community of investors This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit investorama.substack.com2021-02-2653 min
Fintech Podcast: 8topod the 8topuz Financial Technology Podcast Hosted by Anthony MunnsGeorge Aliferis of Orama TV Discusses Video Marketing For FintechsGeorge Aliferis heads the Video Marketing Agency, Orama TV.
In this podcast, we discuss video marketing for Fintechs.
George Aliferis is a French/Greek national, born in Switzerland, educated in Argentina and France, he is now running a business in the UK and living by the sea with his Australian-Dutch wife and 2 kids.
Passionate about combining creativity and numbers. George uses data to inspire content and content to drive results. 2021-02-2626 min
INVESTOLOGY: re-think investment managementMaking a Film About Crypto | Torsten Hoffman - Filmmaker & Crypto EducatorIn this episode, I’m talking with Torsten Hoffmann, a serial media entrepreneur, award-winning filmmaker and advisor to technology start-ups about his films: "Bitcoin: The End Of Money” & “Cryptopia: Bitcoin, Blockchains and the Future of the Internet” This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit investorama.substack.com2021-02-2415 min
INVESTOLOGY: re-think investment managementEnterprise Blockchain for Financial Services and Beyond |Richard Brown - R3In this episode, we are investigating the role and the potential of enterprise blockchain with Richard Brown, CTO at R3.R3 is an enterprise software company that builds enterprise blockchain for business, supported by a consortium of hundreds of firms.Richard's team designed and brought to market Corda, the world's most advanced enterprise blockchain platform. R3 has also recently launched Conclave, a confidential computing platform. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit investorama.substack.com2021-02-1233 min
INVESTOLOGY: re-think investment managementThe Future of Institutional Investing | Pierre Mendelsohn - AlpimaIn this episode of The Fintech Files, we are investigating the technology that is shaping the future of investing with Pierre Mendelsohn, the founder and CEO of Alpima, the SaaS platform for investment management & product design. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit investorama.substack.com2021-02-0933 min
INVESTOLOGY: re-think investment managementThe Technology Shaping the Future of Banking| Sankaet Pathak - SynapseIn this episode, we are investigating how technology is shaping the future of banking with Sankaet Pathak, Founder and CEO of Synapse a Banking Platform enabling companies to build and launch best-in-class financial products.Sankaet realized that to “ensure that everyone has access to high-class financial products the path was upgrading the infrastructure. Then developers could come and build products on top of that.” This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit investorama.substack.com2021-02-0333 min
INVESTOLOGY: re-think investment managementStorytelling and Marketing for B2B Fintech | Ashley Poynter - Content RewiredIn this episode of The Fintech Files we are investigating the power of storytelling for B2B fintech with Ashley Poynter, Chief Storyteller at Content Rewired. Ashley is a trained journalist and now works with many firms in the B2B, Fintech and Payment space. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit investorama.substack.com2021-01-2820 min
INVESTOLOGY: re-think investment managementBringing AI Trading to the masses? |Anthony Munns - 8TOPUZIn this episode, I’m talking to Anthony Munns. Head of digital at 8topuz and host of the 8topd Fintech Podcast
8topuz is a wealth fintech providing an AI trading software for the foreign exchange market.
We’ll be talking about the wealth creation opportunity for FX trading with AI and how to market that proposition.2020-12-2125 min
INVESTOLOGY: re-think investment managementHow Open Banking Can Change The World | Rolands Mesters, CEO & Co-Founder - NORDIGENIn this episode of The Fintech Files podcast, I speak to Rolands Mesters, the CEO and founder of Nordigen. Nordigen is an account data analytics platform for building powerful applications, onboarding flows, and customer experiences. His vision of Open Banking is that it goes beyond banking and finance. Open Banking could ultimately change the world we live in: It could help individuals to form better financial habits, make it easier to rent or buy a flat, or even help to fight wage inequality. This is a public episode. If you would like to discuss this with other subscribers...2020-09-1440 min
INVESTOLOGY: re-think investment managementTransforming how Futures are Traded | Brian Mehta - CMO, Trading TechnologiesThis episode of The Fintech Files features Brian Mehta, CMO of Trading Technologies (TT), a company that makes tools that allow the world’s premier traders to maintain their edge.We will talk about his career and the role of the CMO in the company's transformation; Trends in the futures trading landscape; How sophisticated hedge funds can use a platform like TT; The marketing challenges in the futures trading industry; Brian's musical talents! This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit investorama.su...2020-09-1437 min
INVESTOLOGY: re-think investment managementThe future of front-office technology | Jon Butler, CEO - VeloxToday I am joined by Jon Butler, Founder and CEO of Velox a company that is building the future of front-office technology.Velox re-imagine’s sales & trading technology, delivering real-time web applications at lightning speed while enabling clients to overcome the limitations of their existing estates, transforming them into one integrated platform that spans the entire order life-cycle. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit investorama.substack.com2020-09-0944 min
INVESTOLOGY: re-think investment managementThe Future of Finance - Henri ArslanianThis episode of the fintech files is truly special. I’m talking to Henri Arslanian, one of the leading voices in the world of crypto and fintech. He’s the author THE reference book on Fintech: The Future of Finance, a best seller. He is an adviser to CEOs and government officials, and also a speaker, professor, influencer that is watched and followed by hundreds of thousands of people. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit investorama.substack.com2020-08-2646 min
INVESTOLOGY: re-think investment managementFrom Regulatory Compliance to Competitive Advantage | Matt Smith - SteeleyeIn this episode of The Fintech Files, I have the pleasure of talking to Matt Smith, founder and CEO at Steel Eye a compliance and data analytics company.Instead of solving for individual regulatory problems, SteelEye start by capturing, cleansing, indexing and analysing vast volumes of our clients' structured and unstructured data from a range of sources. Once in the SteelEye platform, clients can then use one compliance solutions for regulatory purpose and to find a competitive edge. This is a public episode. If you would like to discuss this with other subscribers or get access to...2020-08-2639 min
INVESTOLOGY: re-think investment managementThe Positive Impact of Fintech on Representation and Inclusion | Olivia Minnock - Fintech AllianceThis episode's guest is Olivia Minnock, Editor of Fintech Alliance. We discuss the positive impact that Fintech can have on society. We focus on Financial Inclusion and Representation, while also chatting about the UK Fintech Ecosystem and the role of Fintech Alliance: "Access to financial services is one of the most powerful tools we have at our disposal to make a real impact on society." This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit investorama.substack.com2020-08-2532 min
INVESTOLOGY: re-think investment managementMarketing Digital Propositions to Banks | Eric Fulwiler, CCO - 11:FSOn this episode, I’m talking to Eric Fulwiler, Chief Commercial Officer at 11FS. 👉 Eric’s career from media to fintech👉 11FS's role in shaping the future of financial services👉 The 11FS Marketing Playbook👉 How 11:FS is building a Media for its B2B Financial Services Niche👉 Advice for B2B Fintech MarketersAbout 11fs11:FS is a challenger consultancy that builds and launches next-generation digital propositions for some of the biggest banks in the world. This is a public episode. If you would like to discuss this w...2020-08-1838 min
INVESTOLOGY: re-think investment managementFrom Open Banking to Open Finance - Matt Cockayne, YapilyHey, this is George and you are listening to The Fintech Files. I am joined by Matt Cockayne the Chief Commercial Officer at Yapily.Yapily’s API makes connecting to banks easy. Tune in if you want to understand the possibilities offered by open banking and open financeAnd if you are a fintech brand builder, Matt has amazing insights on how to build and scale a commercial team in the B2b space. This is a public episode. If you would like to discuss this with other subscribers or get access to...2020-08-1236 min
INVESTOLOGY: re-think investment managementConnecting Consumers to Merchants Globally with Local Payment Methods, James Booth - PPROIn this episode of The Fintech Files podcast, George Aliferis is talking with James Booth, Head of Partnerships for EMEA, at PPRO. We’re going to learn about local payment methods and how these are used across the UK, US and APAC. It's about allowing consumers to use their favourite means of payments and allowing merchants to access markets worldwide. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit investorama.substack.com2020-07-2135 min
INVESTOLOGY: re-think investment managementBringing B2C Marketing Skills to the B2B Fintech World - Melanie Palmer | CMO, NucoroMy guest today, Melanie Palmer, is passionate about helping people take control of their financial future. She is the CMO of Nucoro, a scale-up that helps financial institutions deliver bespoke investing and savings solutions.We are going to talk about- How her B2C marketing background helps her find an edge in the B2B world.- How the sales team drive the content at Nucoro- Her extreme focus on the customer And a lot more! This is a public episode. If you would like to discuss this with other subscribers o...2020-07-1332 min
INVESTOLOGY: re-think investment managementHow to Develop a Video Content Strategy for a B2B Niche - Tom Martin, Certified YouTube Growth SpecialistIn this episode, we are going to learn from one of the best specialists in content strategy, Tom Martin. Tom has been running the YouTube channels of some of the biggest media companies for showings gathering billions of views and subscribers, like Top Gear. The questions I will be asking him are all about how do you apply these strategies to business and to a niche like B2B fintech in particular. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit investorama.substack.com2020-07-0837 min
INVESTOLOGY: re-think investment managementInvesting Strategically in Fintech Startups as a VC - Alokik Advani, Eight RoadsI am so grateful for having this next guest on the show. His job has to be of the most exciting you can get right now, at the intersection of strategy, venture capital and fintech. Alokik leads the Fintech Strategic Investments team at Eight Roads, a global ventures platform. Prior to that, he was Head of Principal Strategic Investments at Goldman Sachs. He will share stories about his career and incredible insights for founders and entrepreneurs in Fintech. This is a public episode. If you would like to discuss this with other subscribers or get access to...2020-06-3034 min
INVESTOLOGY: re-think investment managementHow to Use Design and UX to Gain and Retain Fintech Customers - Rick Veronese Fintech Product DesignerIn this episode, I speak to Rick Veronese from Bristol. Rick is a Fintech Product Designer. He has helped many Fintech Startups to get & retain users by improving their product’s User experience or UX.We will talk about a scientific approach to design, and why good design matters even if you are in a technical b2b niche as well as the usual about career and growth tips. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit investorama.substack.com2020-06-2429 min
INVESTOLOGY: re-think investment managementPerspectives On The Fintech Battleground - Daniel Lanyon, Editor-In-Chief AltfiOn this episode, I am taking to Daniel Lanyon, editor in chief of Altfi, the leading trade publication for the alternative finance and fintech community.We are going to talk first about the state of fintech, how robust is the industry and what are the big battles happening in the field right now. Then we will discuss what Altfi did to adapt and come back stronger from the crisis, and they have some big news. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes...2020-06-1730 min
INVESTOLOGY: re-think investment managementBuilding The Right Tools For Passive Fixed Income - MJ Lytle, CEO Tabula IMI had the chance to talk to MJ Lytle, CEO of Tabula Investment Management an innovator in the Fixed Income ETF space. In this first part of our conversation, we will discuss his career and why he decided to launch a new ETF provider to create the tools that fixed-income investors have been missing. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit investorama.substack.com2020-06-0932 min
INVESTOLOGY: re-think investment managementEmerging post-crisis trends for the Fintech Industry - with Tanya Andreassyan | Fintech FuturesIn this episode, I speak to Tanya Andreassyan the MD and Editor-in-chief of Fintech Futures a global publication about financial technology. We will discuss why Digital ID verification could be the next big thing and what are the emerging trends in the industry as we are transitioning away from the crisis. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit investorama.substack.com2020-06-0932 min
INVESTOLOGY: re-think investment managementCombining sales and marketing in Enterprise Fintech - with Kate Morgenstern | FincadAt Fincad, Kate Morgenstern works with hedge funds and sophisticated financial institutions to improve their technology and analytics.Fincad is the leading provider of enterprise portfolio and risk analytics for multi-asset derivatives and fixed income.We will talk with Kate about the particular challenges of enterprise-level deals with complex and long sales cycles. She'll also share her tips for managing a remote team and dealing with personal finances in times of crisis. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit investorama.substack...2020-06-0934 min
INVESTOLOGY: re-think investment managementThe cheapest way to acquire a customer: through client experience - with Alejandra Slatapolsky |SlataIn this episode we will discuss how wealth management can use technology to radically transform the customer journey, what is the right mix of human and tech, and the future of events.Alejandra Slatapolsky is corporate communication and marketing leader with over 18 years of experience in B2B financial services, fintech, law and technology. Her expertise includes thought leadership strategies, publishing, training and education. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit investorama.substack.com2020-06-0942 min
INVESTOLOGY: re-think investment managementHow digital assets will revolutionise financial exchanges - with Hirander Misra | GMEXThis episode has led to fascinating discoveries about what is actually possible to change in real life by using digital assets and the latest technology. From the way SMEs can finance themselves to the way people can get access to banking services, everything can be transformed in a meaningful and positive way. Enjoy this conversation with Hirander Misra, who has been a financial innovator for decades and now leads various ventures into the future of exchanges and financing. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus...2020-06-0939 min
INVESTOLOGY: re-think investment managementA New Era of Indexing Based on Big Data - Timo Pfeiffer | SolactiveThis podcast is a reunion with an ex-Deutsche Bank colleague, Timo Pfeiffer. Timo had a remarkable 15 years career there and his final role was Managing Director in charge of structured products sales and origination. Then he moved to Solactive a technology-driven index provider. He is the Chief markets officer there and he’s going to tell us how it is to go from investment banking to technology. We also data matters so much more for the industry today, in particular for ESG investing. This is a public episode. If you would like to discuss this with other subscribers or...2020-06-0840 min
INVESTOLOGY: re-think investment managementHow to launch a Fintech product for financial markets - with Colin Slight | The Realization GroupColin Slight is an MD of a full-service agency serving financial markets who views himself as a business developer first. On this episode of the Fintech Files, Colin sits down to discuss how to bring new technologies to market and how patience and process are critical even for the most groundbreaking firms. He also shares his thoughts on what the crisis will (or won’t) change in terms of face to face communication.https://www.therealizationgroup.com/https://www.linkedin.com/in/colin-slight-a3978b/ This is a public episode. If you would like to discuss th...2020-06-0836 min