Joachim Schwerin, principal economist at DG GROW within the European Commission, discusses that vision for Europe, how it is developing, and the impacts on and implications for individuals and small- to mid-sized businesses. There are many con

Persefoni: ESG, Data, and Carbon Accounting.

May 23rd, 2022 33m 33s

Tim Mohin of Persefoni joins Troy and Lee to talk about the development over the years of disclosures related to carbon and other environmental topics. Tim’s extensive background in environmental science and climate disclosure gives him a dist

Policy engagement by the blockchain and crypto world

Mar 7th, 2022 40m 31s

Troy and Lee have an engaging conversation with Kristin Smith, Executive Director of Blockchain Association, in which Kristin explains the roots of the organization, its growth, and its many initiatives. As she discusses, the community around

Northern Trust: How a Venerable Institution Defines and Deploys FinTech.

Jan 20th, 2022 37m 21s

Melanie Pickett and Paul Fahey of Northern Trust join us to discuss how a traditional financial services company thinks about and engages with FinTech. Melanie focuses on front office solutions for clients while Paul leverages data science. T

Treasury Prime: The Interface Between Banks and FinTechs

Nov 22nd, 2021 30m 15s

Everybody talks about the difference between traditional banks and FinTech companies. Treasury Prime seeks to facilitate the interactions between the two so that banks can have a FinTech offering and FinTech can have the risk management and co

Makara: A robo-advisor for cryptoassets.

Oct 13th, 2021 34m 44s

Sadie Raney and Jesse Proudman talk to us about Makara, which they co-founded. The genesis of Makara came from their work at cryptoasset hedge fund, Strix Leviathan, and the desire to provide an accessible set of portfolios for investors. We

Jan van Eck: Bitcoin and Financial Innovation

Jul 12th, 2021 38m 22s

Jan van Eck, CEO of VanEck, has continued his father’s work in the funds world. Jan sees Bitcoin as part technology and part store of value as it matures as an asset. He also shares his view that individual investors have insights that instit

Rana Gujral: Can AI help humans communicate better in tough conversations?

Jun 7th, 2021 40m 17s

Rana Gujral, CEO of Behavioral Signals, joins us to explain how his company uses AI to help businesses improve their customer interactions. Behavioral Signals has a cool technology that uses AI to learn speech patterns and match the people who

Special episode! Capital markets people like blockchain

Mar 29th, 2021 46m 17s

Christine Sandler, Joel Revill, and Anton Katz have at least one thing in common: they are all traditional capital markets people who have migrated to blockchain. Anton started Talos Trading; Joel started 2 Oceans Trust; and Christine led Fide

Mike Belshe, Part 2: Business, technology, and regulation

Mar 8th, 2021 22m 22s

We continue our conversation with BitGo founder and CEO Mike Belshe with an in-depth discussion of business and regulation in the sphere of new technology. Mike makes the point that many cryptoassets are about money and therefore should be re

Mike Belshe, Part 1: From custody hobbyist to custody powerhouse

Feb 22nd, 2021 21m 49s

We are joined by Mike Belshe, founder and CEO of BitGo, a FinTech firm focused on custody and other services related to blockchain assets. Mike describes his journey from helping friends hold their Bitcoin in the early days to building and imp

Paul Clayson Part 2

Feb 8th, 2021 20m 43s

A peek into the future of secure IoT. We continue our conversation with Paul Clayson, CEO of AgilePQ. Paul announces an exclusive first that they will open source their algorithm soon! He explains the reasons behind that decision and the be

Paul Clayson Part 1

Jan 25th, 2021 23m 25s

A peek into the future of secure IoT. People talk a lot about the wave of internet of things (IoT) devices that will provide convenience to many aspects of our lives and revolutionize areas such as healthcare. The folks at AgilePQ, whose CEO

Special episode! Matt Leising and his new book “Out of the Ether.”

Jan 4th, 2021 29m 39s

Bloomberg reporter and author Matt Leising joins Troy and Lee to discuss his recent book about the Ethereum blockchain and the DAO hack. Part history and part detective story, Matt doesn’t spoil the whodunnit but he gives us great insights int

Jesse Greif of OneChronos

Dec 21st, 2020 58m 19s

How might applying Nobel Prize winning economics to markets affect how they operate? Jesse is the COO at alternative trading system OneChronos. He explains the thinking behind the ATS and how it matches securities orders in a unique manner th

Haime Workie of FINRA Part 2

Dec 7th, 2020 26m 47s

Cost/benefit analysis and emerging technologies. We continue our conversation with Haime Workie of FINRA’s Office of Financial Innovation with a deep exploration of questions about balancing policy and regulatory considerations with innovation

Haime Workie of FINRA Part 1

Nov 23rd, 2020 25m 11s

Can financial innovation create the best day ever? Haime heads FINRA’s Office of Financial Innovation where he and the team study the future of financial services and the potential impact of innovation on investors, markets, and FINRA’s mandat

Special Episode! Bea Wray, entrepreneur and author of “What an MBA Taught Me . . . But My Kids Made Me Learn.”

Nov 9th, 2020 46m 21s

Troy and Lee welcome Bea Wray and discuss her new book and its main messages. She teaches us about gratitude as an attitude and the art of “thank you” notes. It turns out that "thank you" notes can make a big difference in relationships, both

William Rhind Part 2: Public Markets or Private Markets?

Oct 26th, 2020 27m 18s

The GraniteShares CEO finishes our conversation sharing his thoughts about the differences between public companies and private companies and how public markets can force companies to have more discipline. He also offers insight into some of h

William Rhind Part 1: The Rise of ETF Disruption

Oct 12th, 2020 32m

William Rhind is founder and CEO of GraniteShares, a recent entrant in the exchange traded funds space. As William explains, financial innovation -- and associated disruption -- continues. That disruption could come from new goods or services

Sunayna Tuteja Part 2

Sep 28th, 2020 26m 21s

Educating the World about Emerging Technologies. We return with Sunayna Tuteja to hear her views on the importance of education, as firms and investors approach new financial services and emerging asset classes. This involves learning from in

Sunayna Tuteja Part 1

Sep 14th, 2020 24m 7s

The Pivot to Emerging Technologies in Financial Services. We welcome Sunayna Tuteja, who heads TD Ameritrade’s digital and emerging technologies efforts. Her vision of technology as democratizing finance and creating financial inclusion fits

Do you know the way to Sacramento?

Aug 24th, 2020 50m 40s

Special episode! Do you know the way to Sacramento? We are joined by three people from Sacramento for a discussion about the efforts the city and the state of California are undertaking to help create economic inclusion by closing the digital

James Robert Lay Part 2: The Power of Narrative and Message

Aug 10th, 2020 27m 54s

We continue our conversation and broaden the idea of narrative to other areas of the world, especially as impacted by the Covid-19 pandemic. James talks about financial inclusion, big data, and regulation, all from the standpoint of delivering

James Robert Lay Part 1: The Hero’s Journey to Financial Services

Jul 27th, 2020 28m 22s

James Robert Lay is a branding and marketing expert and author who focuses on financial services and particularly digital financial services. James encourages his clients and the entire industry to change the story around their products and se