April 15, 2021

Episode #67 Brett King – The Ultimate Fintech Episode

Brett King is a futurist, an Amazon bestselling author, an award-winning speaker, host the globally recognized radio show Breaking Banks, is the Founder and Executive Chairman of neo-bank Moven. He advised the Obama administration on the Future of Banking. Brett has spoken at TED conferences, given opening keynotes for Wired, Techsauce, Singularity University, Web Summit, The Economist, IBM’s World of Watson, CES, SIBOS, and many more. He has appeared as a commentator on CNN, CNBC, BBC, ABC, Fox, and Bloomberg. He previously advised the Obama administration on Fintech policy and advises regulators and bank boards around the world on technology transformation. This […]
April 1, 2021

Episode #66 Stephen Stonberg – Cryptocurrencies, Tokenisation, and Regulation

Stephen Stonberg is the Chief Operating Officer and Chief Financial Officer at Bittrex Global, one of the leading crypto trading platforms. Before joining Bittrex Global, Stephen held Managing Director positions with Deutsche Bank, J.P. Morgan, Credit Suisse, the Winton Group, and Goldman Sachs. He was Partner and CEO U.S. of the hedge fund Brevan Howard.  In this episode, we talk about all things crypto. We talk about the newest trends, the latest news, what’s going on with regulation in the crypto space, and where Stephen sees regulation going. We talk about Ripple and their quarrel with the SEC. We talk about tokenized equity and leverage tokens. And of course, how to learn to get into the […]
June 4, 2020

Episode #54 Clare Flynn Levy – Using Data to Preserve Alpha as a Fund Manager

Clare Flynn Levy is the Founder and CEO of Essentia Analytics, a behavioral data analytics service that helps professional investors make measurably better investment decisions. She also sits on the board of several and before founding Essentia, she was active as a fund manager, both for a company she founded herself and big names like DWS. Clare tells us how data analytics can be used to become a better fund manager by analysing decision patters. She goes into a concept called the alpha lifecycle. We talk about trends in the asset management industry like AI, blockchain, or model delivery. Links […]
March 19, 2020

Episode #46 Dan Houlihan – Asset Servicing, Behind the Scenes of Asset Management

Dan Houlihan is an Executive Vice President and Head of Northern Trust Asset Servicing for the Americas. Prior to joining Northern Trust, Dan spent 19 years in numerous leadership positions across several companies in the investment management, technology, and service space. He currently serves as Chairman of the Board for the National Investment Company Service Association (NICSA) and as a Director on the Advisors Investment Trust.  We talk about the asset servicing business and its various components like custody, fund administration, investor servicing and outsourced solutions across the front, middle and back office. We touch on trends in the asset […]