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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Welcome to Next in Financial Services, Oracle’s podcast where we discuss the future of technology and how banks, insurers, and FinTechs can prepare for tomorrow.
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Welcome to the Rise FinTech Podcast, brought to you by Barclays. Tune in to discover the latest trends and topics on FinTech from industry experts, founders, entrepreneurs and investors, who each bring their unique take on the industry and its future. All opinions provided by the interviewees are their own. To discover more about Rise, Barclays' #HomeofFinTech, visit https://rise.barclays.
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Better Outcomes For Investor Through Data Management Technology | Thomas McHugh - Finbourne
39:12
39:12
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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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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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Tech-enabled Investment Innovation for Workplace Pensions | James Lawrence - Smart Pension
38:34
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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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Helping Employers Deliver Better Retirement Outcomes | Eve Read - Smart (pension tech)
43:20
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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Ex-CAIA CEO Bill Kellly on Democratization, Due Diligence & that Larry Fink Letter | William J. Kelly, CAIA- Educational Alpha
41:22
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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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
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
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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[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
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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[Finovate Special 2/4] A New Era of AI-Powered Wealth Managers | Arianna Colombo - MDOTM
8:05
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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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[Finovate Special 1/4] AI Agents to Fight Financial Crime (and Reduce the $200bn Compliance Bill) | Darren Douglas - Regsearch AI
11:44
11:44
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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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Quant Trading: from Data to Alpha | Marco Aboav, Etna Research: Marco Aboav - Etna Research
53:39
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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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The Tech Connecting Pensions to the Assets they Need | Hugh Cutler, Mobius Life
42:09
42:09
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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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Understanding the Pension System: an Investment Management Perspective- with Alyshia Harrington-Clark from the Pension and Lifetime Savings Association
46:13
46:13
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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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The End of ESG - with Alex Edmans (author of Grow The Pie & May Contain Lies)
8:10
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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Investing in a Post Truth World - with Alex Edmans (Author of May Contain Lies)
14:28
14:28
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14:28How 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 …
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Pension Reform Dreams & Investment Realities (recorded prior to the UK Chancellor Mansion House Speech announcing a UK pension overhaul)
9:19
9:19
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9:19We 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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Every company CAN become a fintech company | Lars Markull - Embedded Finance Review
32:29
32:29
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32:29In 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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The Strong Returns of Financial History - with Author Mark J. Higgins | Investing in US Financial History
42:18
42:18
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42:18George 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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The Greatest Example of Fund Marketing: Blackstone's BREIT | George Aliferis, CAIA
19:22
19:22
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19:22The 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 …
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Private Equity: Everything you thought you knew about it is probably wrong | Ludovic Phalippou - Oxford University
41:44
41:44
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41:44Discover 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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The Quant Revolution: Jim Simons & Renaissance Technologies with the Author of "The Man Who Solved Wall Street" - Greg Zuckerman, WSJ
38:20
38:20
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38:20A 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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Private Equity: Debunking the Myths | Trym Riksen - Gabler
32:54
32:54
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32:54George 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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Masterworks and the Democratization of Art Investing: Is The Picture Too Perfect? | George Aliferis, CAIA
13:26
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13:26Ever 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 📩 Exp…
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[Due Diligence] on Limitless (2011) : Why Limitless is really about Fund Management | George Aliferis, CAIA
10:24
10:24
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10:24Limitless: 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 Fun…
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[Due Diligence} on the Wall Street (1987) movie: Could you invest in the 2023 version of Gordon Gekko? | George Aliferis, CAIA
10:33
10:33
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10:33An 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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[Due Diligence] on Fair Play (2023, Netflix): Should you invest in Emily's hedge fund? | George Aliferis, CAIA
9:00
9:00
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9:00We 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…
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Rise Insights Special – Regtech with Matt Flenley
29:58
29:58
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29:58In this Rise Insights Special episode, on the back of our latest Rise Insights Report: The rise of regtech, our host Nura Haji, sits down with report contributor Matt Flenley, Head of Marketing at Datactics. We explore Matt’s statement that ‘regtech can be a game-changer if you’re serious about data’ and hear about the intersectionality between dat…
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Accessible Infrastructure – Daniel Cronin
35:29
35:29
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35:29In this Rise Podcast episode, our host Nura Haji sits down with Daniel Cronin, Co-Founder & COO of Integrated Finance. Driven by his mantra of "made by founders for founders", Daniel shares insights into accessible financial infrastructure and why this is key for the next generation of fintechs.
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In this Rise Podcast episode, our host Nura Haji, sits down with Kentaro Kawamori, CEO & Co-Founder of Persefoni, a prominent climate software company to discuss climate fintech and why ESG matters. Kentaro discusses the importance of data reporting and touches upon Persefoni's involvement with the SEC in shaping the regulatory landscape for sustai…
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Private Debt & The Democratization of Alternatives - Aaron Filbeck Managing Director and Head of UniFi by CAIA™
39:58
39:58
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39:58A 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/1511595070 USEFUL…
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The Real Deal About REIT Investing (and what's going very wrong with Blackstone's BREIT)- Phil Bak, CEO of Armada ETFs
41:29
41:29
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41:29Phil 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/1511595070 EPI…
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[The Fintech Files] June Felix, CEO of IG Group - Unlocking Financial Futures through Education
31:06
31:06
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31:06June 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/1511595070 EPISODE LINKS…
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Dan Davies - Author of Lying for Money on Credit Suisse and the 2023 Banking Failures
46:19
46:19
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46:19Dan 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 LINKS Lying for Money https://www.amazon.co.uk/Lying-Money-Legendary-Frauds-Workings-ebook/dp/B078WFT5JV Dan Davies's new substack: /b…
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[The Fintech Files] Deposit Wars (from SVB to Public.com) - Alex Johnson | Fintech Takes
46:59
46:59
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46:59Alex 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. LINKS Alex’s Fintech Takes https://newsletter.fintechtakes.com/ Twitter ht…
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Edward Chancellor - Author of The Price of Time, The Real Story of Interest
53:04
53:04
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53:04Edward 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 links Edward’s website: https://www.edwardchancellor.com/ Link to the book: https://www.edwardchancell…
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Rise Presents Special - FinTech Trends from Rise New York
43:03
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43:03In a little break from tradition, our first episode of 2023 features a recording of our Rise Presents: FinTech Trends event, hosted by our team in Rise New York. In this Rise Presents Special, Brian Luciani, Head of Rise New York, sits down with industry leaders - Dan Allred, Senior Marketing Manager, National FinTech Team at Silicon Valley Bank, S…
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Web 3.0 unwrapped - Crypto Scaling & Adoption
32:38
32:38
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32:38Join Barclays' Maxson Tee and ZeroHash's Head of Growth Europe, Julia Morrongiello, as they discuss scaling crypto solutions and adoption. In this epsiode, they touch on what scaling means, what is holding back crypto adoption and how ZeroHash is helping crypto adoption.
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In this episode of the Web 3.0 Unwrapped podcast, our host Maxson Tee was lucky enough to speak with Grant Powell, Founder & CEO of Curios to discuss NFTs and the utility of NFTs. They discuss the development of NFTs thus far, how different industries are using NFTs and what the future holds for Curios and NFTs.…
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[Due Diligence] The Fall of CEFI and the Rise of Hybrid Finance | Hirander Misra, CEO - GMEX Group
57:07
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57:07This conversation with Hirander Misra, the CEO of GMEX Group was recorded in August 2022, before the collapse of FTX. We discuss the collapse of Cefi lenders like Celsius, Voyager, Babel, Vauld but the warnings, general principles and solutions that Hirander offers are still relevant today and could be applied to the FTX situation. Rather than givi…
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Rise Insights Special - Digitisation in SMB Lending
22:18
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22:18In this Rise Insights Special episode, on the back of our latest Rise Insights Report: Byte-sized finance for all, report lead Ayush Singh chats with Rahul Tripathy, CEO & Co-Founder of Fundfina and Andrew Paulson, Founder of Triton Capital. Ayush, Rahul and Andrew discuss the latest developments in the digitisation of the SMB Lending sector.…
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Join Barclays' Maxson Tee and Gawain Bracy II ‘G2’ - Founder at Creative Organization DAO and Kyle Smith, Contributor at LexDAO, as they discuss DAOs and how these decentralised autonomous organisations are important building blocks for the future of crypto and Web 3.0.
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In this episode of the Founders Coffee Club, our host Grace Harrod was lucky enough to speak with Dominic Kalms, Founder & CEO of bgenerous and Jaideep Singh, Co-Founder & CEO of FlyFin to discuss the topic of company culture. They discussed the development of company culture from the start, the importance of maintaining that culture as the company…
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Rise Insights Special - byte-sized finance and financial inclusion
31:25
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31:25In this Rise Insights Special episode, on the back of our latest Rise Insights Report: Byte-sized finance for all, report lead Ayush Singh chats with Dr. Jasmin B. Gupta, CEO & Co-Founder of LXME and Satyen Kothari, Founder, and CEO of Cube Wealth. Ayush, Jasmin and Satyen dive into the innovation of byte-sized finance, discussing how technology is…
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Path to Carrier Profitability: Addressing critical business problems solved by core modernization
19:48
19:48
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19:48In this episode, you’ll learn how market conditions are changing the insurance landscape, what carriers are sharing about their investments for life and annuity technology modernization, and the concerns a carrier faces when trying to upgrade or replace its policy administration platform. We also discuss the Cognizant and Oracle partnership includi…
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In this episode of the Founders Coffee Club, our host Grace Harrod was lucky enough to speak with Rob Cossins, Founder & CEO of Scribe, and Panos Skliamis, Founder & CEO of SPIN Analytics to discuss the topic of becoming a CEO. In this episode they discussed Panos and Rob's respective journeys to CEO, how they found the transition, and how they dec…
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[Due Diligence] The Cefi Apocalypse - Part 2: The Recipe for Cefi's Success and Failure | George Aliferis, CAIA
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13:16In 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 Janua…
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