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INVESTOLOGY: re-think investment management

George Aliferis, CAIA - reformed banker turned podcast producer

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Conversations that help you think about critical topics and principles of investment management. Each episode explores the technology, mythology, psychology, and narratology of investment management through interviews with an eclectic mix of guests: acclaimed authors, startup founders, thought leaders, and industry pioneers. Hosted by George Aliferis, a reformed investment banker and founder of Orama: a podcast and video studio for financial brands. https://www.linkedin.com/in/george-aliferi ...
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Mr. Open Banking

Eyal Sivan, Quill Inc.

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As the only podcast dedicated to open banking, our podcast strives to be one of the key voices in the global open banking community. The goal of the show is to educate people on how the world of finance is being shaken up by open banking, ultimately giving them more ways to save their money, move money around and improve their financial well-being. To those building open banking, we bring the unique perspectives of technology innovators, financial leaders and key influencers, as we aim to ac ...
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Welcome to the State of Identity, the leading podcast in the digital identity industry! Host Cameron D’Ambrosi, and the team at Liminal, invite you to join an enlightening and engaging conversation about digital identity, its technologies, and the ever-evolving paradigms that shape our world today. Through candid discussions with the industry’s greatest minds, Liminal explores the most pressing topics in digital identity, cybersecurity, and Fintech, from cutting-edge technologies and innovat ...
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show series
 
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…
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In the final episode recorded live from Money 20/20 in Las Vegas, Nevada, Eyal sits down with leaders from the the three major U.S. core banking providers: Hashim Toussaint, General Manager of Digital & Open Banking at FIS; Chad Killingsworth, Head of Engineering at Jack Henry; and Sunil Sachdev, SVP, Head of Embedded Finance at Fiserv. Among them,…
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We uncover the massive impact Jack Bogle, the titan of the investing industry, had in reshaping the investing landscapes for the better, with Eric Balchunas author of the book 'The Bogle Effect.' From revolutionizing low-cost index investing, the birth of the RIA movement, to setting the stage for the future of asset management – learn how Bogle ha…
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Recorded live at Money 20/20, 2024 in Las Vegas, Nevada, Eyal is joined by three leading voices from the open banking community whom he knows rather well: Michelle Beyo, CEO & Founder of Finavator; David Birch, Author, Advisor and Principal at 15Mb; and Don Cardinal, Senior Vice President at the Financial Data Exchange. Together, they examine how o…
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Redefining 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 mecha…
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Bill 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 d…
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Recorded live at Money 20/20, 2024 in Las Vegas, Nevada, Eyal is joined by the open banking leads from three major US aggregators: John Pitts, Head of Policy at Plaid; Jane Barratt, Chief Advocacy Officer at MX; and Anil Mahalaha, Chief Evangelist at Akoya. Aggregators, sometimes called data access networks, provide third parties with connectivity …
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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…
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A 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." LINKS Richard on Linkedin: https://www.linkedin.com/in/oxquant-richard-s…
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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 conference Pahal 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, Allia…
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Explore 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 re…
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We 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. LINKS Moonjelly AIhttps://www.jellyfishlabs.ai/ 📩 George's Investment Management Newsletter: https://bit.ly/3AxnyTY (Free) 🎧 Audio Podcast: htt…
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Discover 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.…
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Darren 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 re…
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An 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 LINKS Etna Research: https://www.etnaresearch.com/ Marco on Linkedin:…
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We 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 be…
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I 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…
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Welcome to the podcast that’s now called Investology. This new name reflects the changes that I felet were needed for 2025 onwards. A new year that feels like a new era in the investment world based on the news this January probably not the era we want, but we can learn to adapt and thrive. Many investment podcasts, that talk about macro, micro or …
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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 Tru…
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Does the United States have open banking? Well, that depends on how it’s defined. If that definition is less about regulation and more about the adoption of a common technical standard for the secure exchange of financial data, then the U.S. is considerably further along. Much of this progress is due to the Financial Data Exchange (FDX), a private …
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Open banking aims to revolutionize data sharing by giving individuals full control over their data - deciding who can access it, for what purpose, and for how long. Instead of personal data being locked in silos and exchanged without consent by an opaque and precious few, this shift empowers people to gain value from their data for themselves, usin…
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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 expl…
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In 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…
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Underlying open banking is an important assumption: That if you give the consumer all the information about what data is held on them and all the control over how that data is shared, that they will be better off. That they will use that information and control to make better decisions, decisions that benefit them. But is that actually so? Behavior…
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We are living through a period of unprecedented technological change, an era that has been dubbed the Fourth Industrial Revolution. Building upon the previous three, this current transformative era is marked by the convergence of advanced technologies, such as robotics, AI, IoT and blockchain, that together are reshaping both industries and society…
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Imagine a world where financial services are no longer separate, daunting entities but seamlessly integrated into the digital experiences you know and love. A world where buying a car, booking a trip, or even grabbing a coffee means having instant access to personalized financing options, secure payments, and innovative insurance solutions. This is…
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The open banking community has long believed the path to open data starts with open banking. The general idea is that the common standards used to share banking data will inevitably expand in scope, leading to open data standards which will eventually cover all sectors of the economy. Australia, unique among open banking regions, has been on that r…
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George 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 …
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To date, the United States has taken a staunchly market-driven approach to open banking, and has been doing so for decades. But all that is about to change: the U.S. has now begun their own journey towards regulated open banking, with the Consumer Financial Protection Bureau (CFPB) introducing a new regulation to solidify and protect Personal Finan…
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The 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 f…
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In this episode of State of Identity, host Cameron D’Ambrosi is joined by Diego Asenjo, CEO & Co-Founder of Mesh, for an in-depth discussion on the evolving challenges and breakthroughs in business identity verification. Discover how Mesh navigates the complexities of establishing business legitimacy and broadens the scope of Business and Entity Ve…
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The growth of open banking is historically driven by environmental factors. In environments marked by wealth inequality, or a lack of trust in traditional finance, open banking flourishes as a promising alternative. Conversely, in stable environments, it often stagnates, viewed as a needless risk. Canada, known for its risk aversion, exemplifies th…
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In this episode of State of Identity, host Cameron D’Ambrosi welcomes Alex Bovee, co-founder and CEO of ConductorOne to explore the evolving challenges and solutions in the digital identity space. Learn what’s driving the rise of identity-based security risks and how ConductorOne is tackling these issues through centralized identity governance and …
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In this episode of State of Identity, host Cameron D’Ambrosi welcomes Uku Tomikas, CEO of Messente Communications, for an in-depth discussion on the role of mobile communications within the digital identity landscape. Discover how mobile devices became central to our digital lives as literal authenticators and symbolic representations of our identi…
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In this episode of State of Identity, host Cameron D’Ambrosi welcomes Greg Leighton, Vice Chair of the Privacy and Incident Response Team at Polsinelli, for a deep dive into the evolving landscape of data privacy and security. Discover how technology’s rapid advancement outpaces legal frameworks, prompting novel challenges for businesses and legal …
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In this episode of State of Identity, host Cameron D’Ambrosi welcomes back Reed McGinley-Stempel, co-founder and CEO of Stytch, for a deep dive into the evolving world of passwordless authentication. Discover what’s driving adoption, how Stytch's customers navigate this transition, and expert predictions for the future of digital security. Find out…
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Discover 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…
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Join us on the State of Identity Podcast with host Cameron D’Ambrosi and special guest Dr. Tina Srivastava, Co-founder of Badge. We’ll explore Dr. Srivastava's journey from MIT and national defense to pioneering Badge, a solution that offers on-demand authentication for any application on any device without storing identity credentials. Discover wh…
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A conversation with Gregory Zuckerman, an award-winning writer for The Wall Street Journal and author of "The Man Who Solved Wall Street". We dive deep into the world of quant investing, exploring the journey of renowned mathematician, investor, and Founder of Renaissance Technologies, Jim Simons, together with his extraordinary team. Watch it on Y…
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George 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 challeng…
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In this State of Identity podcast episode, host Cameron D'Ambrosi chats with Dentity Founder and CEO Jeff Schwartz about his journey from Walt Disney Company to founding Dentity. Focused on decentralized and consumer-centric identity verification, Jeff shares insights from his automotive sector experience and the challenges of online identity verif…
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To make open banking work the way it is meant to, you need three major building blocks; data exchange, payments and digital ID. While many countries are working on these pieces, there is really only one place that has already built them all, into a fully-integrated, cohesive whole, at population scale: India. In the season four finale of Mr. Open B…
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The latest State of Identity podcast, hosted by Cameron D’Ambrosi, is joined by John Baird, Founder & CEO of Vouched. Vouched specializes in leveraging computer vision and AI for identity verification solutions across various industries, focusing on the healthcare sector in this episode. The discussion highlights the growing complexity of healthcar…
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Europe, widely considered the birthplace of open banking, has been on a journey to digitize their financial system for over 20 years. In this episode, we speak to a guest who has been on that road since the beginning, at the nexus of finance, technology and regulation. Dr. Ruth Wandhöfer has been instrumental in shaping the future of finance in Eur…
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Ever 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 📩 Expl…
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Limitless: 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,…
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What defines the value of a thing? Is it a question of utility, aesthetics, rarity, emotional connection, or a combination of all these aspects? When it comes to digital assets, this question becomes even more complex, as evidenced by the rise and subsequent fall of NFTs. Beyond just digital, The continued evolution of Web3 and DeFi has now set the…
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In the latest State of Identity podcast, we're joined by Laura Spiekerman, co-founder and president of Alloy, a global identity risk solution for financial services and a 2023 Liminal Company to Watch, to discuss their pioneering role in the orchestration-centric approach to digital identity. Speakman delves into the challenges Alloy addresses in t…
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An 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 notification…
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In the latest episode of the State of Identity podcast series, we delve into the ever-evolving world of customer identity and access management. Join host Cameron D’Ambrosi from Liminal as he sits down with Brian Pontarelli, the founder and CEO of FusionAuth, to explore the exciting developments and challenges in the realm of passwordless authentic…
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