Diary of an Insurtech is your inside look at the world of insurance technology, brought to you by the team at Rival where innovation meets industry expertise. Hosted by Ellen Quinn, Stephanie Plangger, and Ashley Clouthier, we dive into the innovations and challenges shaping insurtech today. Smart conversations, real insights, and maybe a few laughs along the way!
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Providing you with insights directly from the founders, investors and influencers driving InsurTech
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The TechSurge: Deep Tech VC Podcast explores the frontiers of emerging tech, venture capital, and business trends, with conversations tailored for entrepreneurs, technologists, and investment professionals. Presented by Celesta Capital, and hosted by Founding Partners Nic Brathwaite, Michael Marks, and Sriram Viswanathan. Email feedback and show ideas to [email protected]. Join us as we examine the next major tech cycle, uncover emerging global tech hubs, and analyze where VC investment d ...
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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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Insurtech Insider is a fortnightly show from 11:FS, hosted by 11:FS' Client Director and Insurance Lead, John Bean and co-hosted by Google's Nigel Walsh. Each show they pair are joined by a range of very special guests and experts in the insurtech space to talk about breaking news and hot industry topics. Whether you are an insurance beginner or an industry expert, the team will bring you right up to date on all things insurtech.
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Unreserved is the must-listen podcast from the insurance industry’s leading media and publishing group, featuring hard-hitting, wide-ranging conversations with industry leaders and top thinkers from retail, wholesale, reinsurance, InsurTech, and advisory businesses.
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The weekly Insurance Coffee House Podcast series is the place where you’ll be inspired by some of the most successful insurance business leaders on the planet. With each guest interview, you’ll get to hear and understand the recurring patterns and traits that make Insurance Business Leaders successful. Covering non-negotiables, leadership tips and how they overcame their largest setbacks, they’ll give a personal insight in to what it takes to be a successful insurance business leader. This p ...
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Open vs. Closed AI: Risks, Rewards, and Realities of Open Source Innovation
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26:16In TechSurge’s Season 1 Finale episode, we explore an important debate: should AI development be open source or closed? AI technology leader and UN Senior Fellow Senthil Kumar joins Michael Marks for a deep dive into one of the most consequential debates in artificial intelligence, exploring the fundamental tensions between democratizing AI access …
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S4 EP78: The Man Behind LO$$ Ratio - Curtis Goldsborough, President at NIIS & Creator of “LO$$ RATIO”
38:05
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38:05On the Insurance Coffee House podcast, host Nick Hoadley welcomes Curtis Goldsborough, President of National Insurance Inspection Services and the creative mind behind the popular LinkedIn persona LO$$ RATIO. Curtis shares his unconventional journey into insurance, from agency owner in rural Michigan to leading a nationwide inspection company and b…
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Democratizing Private Market Knowledge | Leyla Kunimoto - Accredited Investor Insights
37:41
37:41
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37:41I 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 em…
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S4 EP77: Taking Your Agency Independent - Dan Lewis, Head of Network, Brightway Insurance
25:03
25:03
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25:03On the Insurance Coffee House podcast, host Nick Hoadley welcomes Dan Lewis, Head of Network at Brightway Insurance, one of the fastest-growing personal lines agency networks in the U.S. Dan shares his two-decade journey across financial services and exclusive agency leadership at Farmers Insurance, where he led strategic distribution across multip…
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Betting Early on Zoom, Canva, and Crypto: Inside the Playbook of Visionary Solo VC Bill Tai
1:02:22
1:02:22
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1:02:22Legendary technologist and investor Bill Tai joins our latest episode for a wide-ranging conversation spanning decades of Silicon Valley innovation. Bill shares his remarkable journey from being employee #1 at TSMC to becoming one of the first seed investors in Zoom and Canva, and his early embrace of Bitcoin when it was priced at just 7 cents. The…
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S4 EP76: Opening Doors for Insurance Talent - Paige Maisonet, CPO, Newfront Insurance
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29:17On this episode of The Insurance Coffee House, host Nick Hoadley welcomes Paige Maissonet, Chief People Officer at Newfront Insurance, to discuss her journey from HR generalist to CPO and how she’s helped shape one of the most forward-thinking cultures in insurance today. Paige shares her experience leading people strategy through massive growth, s…
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Is it possible that we're better off without ESG investing? [Remix & Reflect: Alex Edmans X James Lawrence]
16:06
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16:06Once 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 …
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EP5 · Intelligent Simplicity with John Higginson, Tech Advisor at Rival Insurance Technology
25:14
25:14
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25:14In this episode of Diary of an Insurtech, we sit down with John Higginson, tech leader and strategic advisor at Rival. John shares how his early love of science fiction led to a career in software, how he thinks about AI’s real-world impact, and why simplicity and focus are key to making innovation work in insurance. From product strategy to the fu…
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Hyper-trained AI agents for private markets data | Andrea Carnelli Dompe - Tamarix Tech
26:52
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26:52George Aliferis talks to Andrea Carnelli Dompe, the founder of Tamarix Technologies about the intersection of private market investing and AI technology. Andrea, whose background is in quantitative finance and machine learning, discusses the capabilities of his AI agents, which help institutional investors, family offices, and ultra-high net worth …
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S4 EP75: Building Technology and Talent to Serve Brokers - Adrian Copland, COO, Ledgebrook
32:11
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32:11On the Insurance Coffee House podcast, host Nick Hoadley welcomes Adrian Copland, Chief Operating Officer of Ledgebrook, a rapidly scaling, tech-enabled specialty MGA in the U.S. ENS market. Adrian shares his journey from consulting and operational leadership at Catlin and AXA XL to co-founding Ledgebrook alongside Gage Caligaris, an actuary with b…
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Blueprint for an AI Future: OpenAI Chief Economist on How AI Will Shape the Global Economy
52:18
52:18
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52:18Will AI displace more jobs than it creates? How can the U.S. win the AI race? How can AI benefits be evenly distributed across businesses and society? We explore these questions and more as Sriram Viswanathan sits down with Ronnie Chatterji, Chief Economist at OpenAI, for an in-depth exploration of AI's economic impact and policy implications. Ronn…
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Quant X Digital Power for Wealth | Ross Milward - Quantifeed
38:25
38:25
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38:25In 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 impr…
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S4 EP74: Redesigning Insurance from the Ground Up - Joe Emison, Co-Founder and CTO, Branch Insurance
31:24
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31:24On the "Insurance Coffee House" podcast, host Nick Hoadley welcomes Joe Emison, the Co-Founder and CTO of Branch Insurance. Joe shares his unconventional journey from aspiring lawyer to serial tech entrepreneur, building six companies across industries before co-founding Branch, a full-stack carrier using cloud-native infrastructure to simplify per…
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Better Outcomes For Investors with Data Management Technology | Thomas McHugh - Finbourne
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39:12Tom 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, reduc…
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Inside Nokia’s Strategy: CSTO Nishant Batra on Telecom’s Future, Brand Reinvention, and Betting on Bell Labs
47:31
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47:31In this episode of TechSurge, host Sriram Viswanathan sits down with Nishant Batra, Chief Strategy and Technology Officer at Nokia, for a deep dive into the evolving landscape of telecom and wireless technology. Nishant shares insights into the seismic shifts transforming network infrastructure—from core networks to edge computing—and discusses how…
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Rethinking Pension: Income as an Outcome | Doug Brodie - Chancery Lane Income Partners
45:06
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45:06Redefining 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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S4 EP73: Transforming Specialty Insurance with Scalable Tech - Michael Fiedel, Co-Founder and CEO, PolicyFly
31:47
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31:47On the "Insurance Coffee House" podcast, host Nick Hoadley welcomes Michael Fiedel, the Co-Founder and CEO of PolicyFly. Michael shares his unique journey from advertising sales and digital product studios to leading one of the most innovative insuretech companies in the specialty insurance space. He explains how a project with a niche MGA in music…
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EP4 · Value Over Hype with Caroline Schweppe, Principal at Carosch Inc.
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26:13
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26:13In this episode of Diary of an Insurtech, we’re joined by Caroline Schweppe, Principal at Carosch Inc., to talk about what makes innovation meaningful in the Canadian insurance ecosystem. Caroline shares her journey from filing clerk to broker to strategic advisor, how her family legacy in insurance shaped her perspective, and what she looks for in…
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Tech-enabled Investment Innovation for Workplace Pensions | James Lawrence - Smart Pension
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38:34How 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…
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One of my previous guest (Alex Edmans) told me that this "Start with Why" (Simon Sinek) is b******t, so I didn't start with that... but I wanted to explain what I'm doing here. What's my purpose? What's unique about my approach? And what you will find on this channel?Subscribe to the newsletter: https://investorama.substack.com/Prefer audio only? h…
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Leading Through Chaos: John Chambers on Tariffs, Cyber Threats, & the AI Supercycle
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39:37
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39:37Competition, growth, tariffs, hacks, AI – what does it take to be an effective leader today? John Chambers, former CEO and Executive Chairman of Cisco and founder of JC2 Ventures, joins TechSurge host Sriram Viswanathan to share valuable wisdom on leading and growing businesses through times of significant change. As a leader who has transitioned f…
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Helping Employers Deliver Better Retirement Outcomes | Eve Read - Smart (pension tech)
43:20
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43:20How 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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[Reposted on 1 May 2025 as Vanguard turned 50] The Bogle Effect: How John Bogle and Vanguard Turned Wall Street Inside Out and Saved Investors Trillions - Eric Balchunas
46:24
46:24
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46:24We 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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EP3 · Product Mindset with Stephanie Plangger, VP of Product at Rival Insurance Technology
29:54
29:54
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29:54In this episode of Diary of an Insurtech, we flip the mic and sit down with one of our own—Stephanie Plangger, VP of Product at Rival. Stephanie shares her journey into the insurance world, how her background in design shapes her approach to product leadership, and what she sees on the horizon for insurtech in Canada. From user experience to strate…
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China, Funding Cuts, & Campus Controversy: Is U.S. Tech Leadership Falling Behind?
42:07
42:07
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42:07MIT President Emeritus Dr. Rafael Reif joins host Michael Marks for a discussion about the state of U.S. competitiveness in technology, university research funding, current immigration policy, and more. Reif explains why universities remain the innovation engines of economies, educating top talent and generating the foundational research that power…
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S4 EP72: Knowing the Art of the Possible - Andy Moss, Co-Founder and CEO, Send
24:17
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24:17On the "Insurance Coffee House" host, Nick Hoadley welcomes Andy Moss, the CEO and co-founder of Send. Andy provides an insight into his 25-year career, starting in technical his accidental fall into the insurance industry in 2003 after a previous role at BBC Radio Music New Media. He gained broad insurance experience through roles with Xchanging (…
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Inside Microsoft's Trillion Dollar Playbook with Chief Strategy Officer Bobby Yerramilli-Rao
47:32
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47:32Bobby Yerramilli-Rao, Chief Strategy Officer at Microsoft, joins TechSurge host Sriram Viswanathan to offer a rare glimpse into the strategic playbook of one of the world’s most powerful tech companies. Bobby shares how the company navigates today’s biggest technology paradigm shifts, placing bets with trillion-dollar implications. Touching on Micr…
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Ex-CAIA CEO Bill Kellly on Democratization, Due Diligence & that Larry Fink Letter | William J. Kelly, CAIA- Educational Alpha
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41:22
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41:22Bill 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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EP2 · Selling the Future with Bob Juracka, VP of Business Strategy at Rival Insurance Technology
27:45
27:45
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27:45In this episode of Diary of an Insurtech, we sit down with Bob Juracka, VP of Business Strategy at Rival, to talk about his transition from selling insurance software to shaping the future of it. With decades of experience across some of the industry's leading vendors, Bob shares his perspective on how insurance tech has evolved, what product strat…
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Scaling the AI Era: Next-Gen Data Storage Solutions with Pure Storage CEO Charlie Giancarlo
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59:05In this episode of TechSurge, host Sriram Viswanathan sits down with Charlie Giancarlo, Chairman and CEO of Pure Storage, to discuss the evolution and future of data storage in the digital age. Charlie shares insights from his career spanning his pivotal role in Cisco's success as a networking pioneer, to his leadership in transforming Pure Storage…
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The Business of Financial Markets Data | Matt Ober - General Partner, Social Leverage (ex-Bloomberg, ex-HF, now VC)
39:48
39:48
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39:48Matt 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 AI: Hype & Applications | Dr. Richard Saldanha - ex. Hedge Fund, University Lecturer in Machine Learning, Board Member & Adviser
30:13
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30:13A 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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[REPOSTED: Nvidia GTC special] AI in Investment Management | Pahal Patangia - Nvidia (recorded in March 2022)
40:32
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40:32A 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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EP1 · Rivaling Expectations with Greg Purdy, CEO at Rival Insurance Technology
23:26
23:26
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23:26The future of insurance is mobile, smart, and voice-activated. How is the industry evolving to meet these changes? In the first episode of Diary of an Insurtech, Greg Purdy, CEO of Rival, shares his journey from a family of insurance brokers to leading an insurtech company. Hosted by: Ellen Quinn, Stephanie Plangger, and Ashley Clouthier.…
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[Finovate Special 4/4] Navigating Financial Promotions in the Finfluencer Era with AI | Sage Franch - PromoComply
10:27
10:27
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10:27Explore 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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[Finovate Special 3/4] Create Investment Memos in Minutes with your own AI | Sachin Rege - Moonjelly AI
8:39
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8:39We 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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Many in venture capital and biopharma are anointing artificial intelligence the savior of drug discovery—but what can AI actually do? In this eye-opening episode, Michael Marks sits down with Mike Nohaile, CEO of Prellis Biologics, to explore the hype versus reality in AI-enabled drug discovery. Mike details why, despite significant breakthroughs l…
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[Finovate Special 2/4] A New Era of AI-Powered Wealth Managers | Arianna Colombo - MDOTM
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8:05Discover 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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Special Episode: Connecting the value in Insurtech - Tony Lew, Co-Founder, InsurTech NY
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24:13On this special episode of the podcast, we welcome InsurTech NY Co-Founder, Tony Lew. Tony gives an insight into his career background, from holding various roles across big corporations to having a burning desire to launch his own business. He shares what drew him to the insurance sector and why he believed it was a great industry to build his bus…
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[Finovate Special 1/4] AI Agents to Fight Financial Crime (and Reduce the $200bn Compliance Bill) | Darren Douglas - Regsearch AI
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11:44Darren 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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S5 EP7: Seeking Opportunities with Purpose - Miranda Hunter, Head of Investor Relations, Fidelis Insurance Group
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18:55On this episode of the Insurance Coffee House Podcast, we welcome Miranda Hunter, Head of Investor Relations at Fidelis Insurance Group. Miranda talks to Nick Hoadley about: her background and career journey, from being born and raised in Bermuda returning to Canada for university and joining KPMG moving back to Bermuda after her CPA exams, to join…
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Understanding the Elegant Math Behind Modern Machine Learning
1:14:43
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1:14:43Artificial intelligence is evolving at an unprecedented pace—what does that mean for the future of technology, venture capital, business, and even our understanding of ourselves? Award-winning journalist and writer Anil Ananthaswamy joins us for our latest episode to discuss his latest book Why Machines Learn: The Elegant Math Behind Modern AI. Ani…
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Quant Trading: from Data to Alpha | Marco Aboav, Etna Research: Marco Aboav - Etna Research
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53:39An 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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21st Century Warfare: The Nexus of Technology, Economy, & National Security
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45:22
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45:22With global economic alliances shifting and new threats emerging, will the U.S. maintain its dominance in an increasingly complex world? From chips to cyberterrorist threats to cryptocurrency, battles for global dominance are no longer only fought on the battlefield—they're playing out in markets, boardrooms, and cyberspace. In this episode, we sit…
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The Tech Connecting Pensions to the Assets they Need | Hugh Cutler, Mobius Life
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42:09We 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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Special Episode: Entrepreneurial Aspirations and Personal Responsibility - Cullen Piske, President and Michael Pitre, COO, Gray Surety
19:33
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19:33On this podcast episode, we’re joined by Cullen Piske, President and, Michael Pitre, COO at Gray Surety. Cullen shares how ‘love’ led him to joining the Gray Insurance Company and moving around their portfolio companies before 'finding' surety. Michael discusses his logistics and communications role in the US Marines, doing a Masters Business Degre…
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Understanding the Pension System: an Investment Management Perspective- with Alyshia Harrington-Clark from the Pension and Lifetime Savings Association
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46:13I 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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Adapting to AI & Geopolitical Disruption with Global Head of McKinsey Bob Sternfels
50:37
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50:37The world is evolving faster than ever – how will we keep up? From AI breakthroughs to global supply chain disruptions, the forces shaping business and technology today are relentless. In this episode of the TechSurge Deep Tech VC Podcast, we sit down with Bob Sternfels, Global Managing Partner of McKinsey & Company, the global consulting firm who …
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The End of ESG - with Alex Edmans (author of Grow The Pie & May Contain Lies)
8:10
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8:10Welcome 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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S4 EP69: Making a company an even greater place to work - Allison Keavey Luther, Deputy Chief of Human Resources, Plymouth Rock Assurance
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21:12On the Insurance Coffee House Podcast this week, we welcome Allison Keavey Luther, Deputy Chief of Human Resources at Boston-based Plymouth Rock Assurance Allison talks about her career journey from TV producer at CNBC to catching the start-up bug, working as General Manager for early-stage businesses. From there she rode a massive wave of growth a…
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