Wharton FinTech Podcast show

Wharton FinTech Podcast

Summary: Connecting you with the leaders, ideas, and companies that are reinventing global financial services. Our guests are the top FinTech founders, executives, investors, and thinkers from across the world. Follow us for more FinTech content including videos, blogs, and analysis by searching @whartonfintech on your preferred platform.

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Podcasts:

 FinTech - Opportunities and Challenges Ahead with Howard Lindzon | File Type: audio/mpeg | Duration: 00:29:47

Uday Seth chats with Howard Lindzon, a Canadian author, financial analyst, technical analyst and super angel investor. Lindzon manages a hedge fund, serves as managing partner of the holding company Social Leverage, limited partner at Knight's Bridge Capital Partners, and is the co-founder of StockTwits. In this podcast, Lindson shares his perspective on FinTech, and the opportunities and challenges ahead.

 Future of Financial Advice with Ed O'Brien, CEO of eMoney Advisor | File Type: audio/mpeg | Duration: 00:33:41

Bobby Rosenbleeth chats with Ed O’Brien, CEO of eMoney Advisor, a financial technology company serving more than 40,000 financial professionals nationwide. Featuring an industry leading client portal, collaborative financial planning capabilities, powerful data aggregation services, deep integrations with top third-party applications, and robust business analytics, eMoney’s product suite helps financial advisors build trust, strengthen their relationships, and succeed. Fidelity Investments acquired eMoney in 2015.

 Insurtech Trends with Drew Aldrich of ASV | File Type: audio/mpeg | Duration: 00:34:29

Adam Chadroff chats about insurtech trends with Drew Aldrich, Associate at AXA Strategic Ventures (ASV). ASV is a $250 venture fund that makes seed and growth equity investments in enterprise software, financial technology, insurtech, and related sectors. In this podcast, Drew shares his thoughts about trends in insurtech and insurance innovation.

 Wharton FinTech Lemonade FinTech Interview | File Type: audio/x-m4a | Duration: 00:34:22

David Gogel chats with Daniel Schreiber, CEO and Co-Founder of Lemonade, an insurtech startup based in New York. The property and casualty insurance company offers fast and low cost homeowners and renters insurance powered by technology, honest culture, and a commitment to social good. The company just raised $34 million in series B financing and is backed by top Venture Capital firms including Sequoia, General Catalyst, and Google Ventures.

 Maex Ament, Co-Founder and Chief Strategy Officer of Taulia | File Type: audio/mpeg | Duration: 00:40:58

Uday Seth chats with Maex Ament, Co-Founder and Chief Strategy Officer of Taulia. Taulia works with the world's largest and most innovative companies to transform the way they partner with their supply chains. Through a mix of supplier self-services, e-invoicing, and flexible supplier financing, Taulia enables organizations to turn every invoice into a revenue opportunity while drastically strengthening supplier relationships. A few of Taulia’s clients include Coca-Cola Bottling, eBay, John Deere, Hallmark, and Dominion Energy. https://twitter.com/maex242 https://twitter.com/taulia https://taulia.com/en/

 Colin Walsh, Co-Founder and CEO of Varo | File Type: audio/mpeg | Duration: 00:27:51

Christophe Williams chats with Colin Walsh, Co-Founder and CEO of Varo. Varo is redesigning mobile banking and the personal financial management experience. Before founding Varo, Colin held a number of senior executive posts at American Express, Lloyds, and Wells Fargo. https://twitter.com/colindwalshsf https://twitter.com/VaroMoney www.varomoney.com/

 Atish Davda, CEO and Co-Founder of EquityZen | File Type: audio/mpeg | Duration: 00:33:39

Katie Koh chats with Atish Davda, CEO and Co-Founder of EquityZen. Atish received an undergraduate degree in Economics from Wharton. EquityZen is an online marketplace for trading pre-IPO employee shares from privately held companies. The platform often links employees from private companies with investors who would not otherwise be able to invest in the company prior to an IPO. https://twitter.com/adavda https://twitter.com/EquityZen https://equityzen.com/

 Aaron Frank and Ben Apel, Co-Founders of Final | File Type: audio/mpeg | Duration: 00:40:10

Abhi Agrawal spoke with the co-founders of Final: Aaron Frank, CEO, and Ben Apel, VP of Marketing. Final's mission is to eliminate the hassle associated with credit card cancellations, fraud, and theft. Final allows its customers to generate a unique credit card number for every merchant, or a disposable one-time use number for one-off purchases. Final allows consumers to control their credit card experience by removing the hassle of re-establishing payment relationships, missing important bills, or checking statements for suspicious charges. https://getfinal.com/ twitter.com/arfrank twitter.com/final

 Gary Lieberman, Chairman of DRB | File Type: audio/mpeg | Duration: 00:26:54

Gabriele Pigoli chats with Gary Lieberman, Chairman of the Board of Darien Rowayton Bank (“DRB”). With over three decades of experience building and restructuring businesses in the financial industry, Gary has helped transform DRB from a local retail bank into a national, technology-driven financial company. Under his leadership, DRB is the fastest lender in industry history to reach $1 billion in student loan refinancing originations. In addition to his role at DRB, Gary is also the founding member and President of West Side Advisors, LLC, an SEC registered investment advisor established in 1997. Gary received a B.A. from Emory University and an M.B.A. from the University of Pennsylvania’s Wharton School. https://twitter.com/drbstudentloan https://student.drbank.com/

 Dan Burkhart, Co-Founder and CEO of Recurly | File Type: audio/mpeg | Duration: 00:48:33

Matt Applegate chats with Dan Burkhart, Co-Founder and CEO of Recurly. Recurly was born in 2009 from the changing needs of businesses. With the industry’s movement to subscription-based models, the need for a sophisticated recurring payment management platform has exploded. By automating the complexities of subscription billing management, Recurly helps businesses eliminate the pain of scaling recurring billing operations with an easy, self-serve, pay-as-you-go platform. https://twitter.com/danburkhart https://twitter.com/recurly https://recurly.com/

 Patricia Kemp, General Partner at Oak HC/FT | File Type: audio/mpeg | Duration: 00:21:59

Neha Goel chats with Patricia Kemp, General Partner at Oak HC/FT. Patricia focuses on growth equity and early-stage venture opportunities exclusively in financial services technology. Since Oak HC/FT’s launch in September 2014, Patricia has led the fund’s investments in Fastpay, Feedzai, Insureon and Trov among others, and sits on the boards of each. She is also a Board Observer on Poynt. https://twitter.com/_patriciakemp https://twitter.com/oakhcft http://oakhcft.com/

 Jeff Stewart, Founder and Chairman of Lenddo | File Type: audio/mpeg | Duration: 00:37:12

Uday Seth interviews Jeff Stewart, Founder and Chairman of Lenddo. Founded in 2011, Lenddo leverages non-traditional data for credit scoring and social verification. Lenddo partners with financial institutions and other firms so its customers can use data from social networks like Facebook, LinkedIn, Google, Yahoo, and Twitter to prove their identity and creditworthiness. Before founding Lenddo, Jeff served in advisory, investing, and operating capacities. He also served as an Entrepreneur-In-Residence at Draper Fisher Jurvetson and founded two companies: Urgent Group and Mimeo. https://twitter.com/UrgentSpeed https://twitter.com/lenddofriend https://lenddo.com/

 Phin Upham, Principal at Thiel Capital | File Type: audio/mpeg | Duration: 00:42:19

Wharton FinTech President Uday Seth interviews Phin Upham, Wharton MBA and PhD alumnus and principal at Thiel Capital. Phin has spent the last 8 years at Thiel Capital working on investments in the specialty finance and financial technology space. He has extensively researched disruption in the banking sector. The main theme of this interview is the “unbundling” of banks and the disaggregation they face. The views expressed in this podcast are Phin's; they do not represent the views of Thiel Capital. https://twitter.com/phinupham http://thielcapital.com/

 Hardeep Walia, Founder and CEO of Motif | File Type: audio/mpeg | Duration: 00:46:55

Matt Applegate chats with Hardeep Walia, Founder and CEO of Motif and Wharton MBA ’01. Motif offers baskets of up to 30 stocks or ETFs intelligently weighted to reflect an investment theme, market insight, or innovative trend. Hardeep shares his view on customers, competitors, growth opportunities, market trends, innovation, and lessons he’s learned during his career. https://twitter.com/hardeepw https://twitter.com/MotifInvesting https://www.motifinvesting.com/

 Alex Sion, President and Co-Founder of Moven | File Type: audio/mpeg | Duration: 00:30:19

Matt Applegate chats with Alex Sion, President and Co-Founder of Moven - a company that's reinventing retail banking for the mobile age. Moven provides a digital bank account, paired with an innovative app, to help consumers track finances in real time and make informed decisions about spending and saving smarter. https://twitter.com/asion1 https://twitter.com/getMoven https://moven.com/

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