Julian Kwan is a Singapore-based entrepreneur specializing in blockchain, fintech, and security tokenization. He is the co-founder & CEO of InvestaX and IX Swap, two platforms revolutionizing real-world asset (RWA) tokenization.
Apr 03, 2025•32 min
In this episode, we sit down with Doug Ricket, founder and CEO of Page Joy, a fintech company providing smartphone financing and credit solutions to underbanked consumers in emerging markets. Doug shares his journey from Silicon Valley to the Peace Corps in Africa, how his experiences shaped his passion for financial inclusion, and the challenges of scaling across different regions. We also dive into credit assessment for underbanked populations, the role of technology in financial accessibility...
Mar 20, 2025•41 min
We sit down with Mariela Hunter, a seasoned professional with nearly 15 years in financial services focusing on strategy, innovation, and fintech partnerships. Mariela shares her insights on the transformative role of AI agents in the industry, emphasizing not just the efficiency they bring but also their potential to empower rather than replace human teams. She delves into the challenges and opportunities within regulated sectors like finance and healthcare, predicting significant advancements ...
Mar 05, 2025•27 min
Gary Hoberman, CEO and founder of Unqork, introduces himself as someone who spent 25 years climbing the corporate ladder on Wall Street before founding Unqork. He explains his transition from a corporate career to founding Unqork in 2017. Holderman discusses the challenges he faced in the corporate world, particularly regarding legacy software and technical debt, which led him to create Unqork. He emphasizes the difference between engineers and developers, highlighting the importance of solving ...
Apr 03, 2024•36 min
Tarang Gupta, current associate at BCG and former Wharton FinTech podcast co-host discusses fintech development comparisons in countries like the US and India, emphasizing regulatory disparities and consumer profiles. The conversation also touches on the evolution of the fintech industry, particularly in response to Federal Reserve interest rate changes, and the potential role of AI in improving efficiency while highlighting associated risks and the need for regulatory frameworks. We provide ins...
Mar 28, 2024•27 min
Yan Wu, co-founder of Embedded.dev and Bond Financial Technologies as well as former VP Head of Data at SoFi shares his journey from engineering to fintech. We talk all things BNPL, how these innovations are transforming Black Friday shopping as well as what went into building Bond, which he sold in June 2023. Yan delves into Bond's mission to streamline financial services for developers through modern APIs, shedding light on their role in facilitating transactions and compliance. Furthermore, h...
Mar 20, 2024•41 min
Matt West, founder of Zenios discusses the challenges and opportunities in the fintech industry. They delve into the complexities of regulatory compliance, particularly in the context of partnerships between fintech firms and banks, amidst a crackdown on fintech-bank relationships. The conversation touches on market trends, potential recession impacts, and the evolving landscape of buy now, pay later (BNPL) services. Matt emphasizes the importance of adaptability and continuous learning, offerin...
Feb 14, 2024•35 min
Greg Palmer is the host of the Finovate Podcast and head strategist for the Finovate conference series. With years of experience in the fintech space, Greg has worked with thousands of people on how to best market their companies to a wide variety of audiences, including Venture Capitalists, Bankers, and Analysts. In this episode, Greg shares his insights on BNPL, the future of Fintech, bank failures, and what makes a great startup. 0-1: Intro 1-2: Difference between the Finovate conference and ...
Feb 13, 2024•1 hr 4 min•Season 1Ep. 7
In this Episode, Pranav Barthwal shares insights into his experiences at American Express, the evolution of the card industry in India, and the challenges and opportunities in the financial services sector. The discussion also delves into the intricacies of Earned Wage Access, workforce management, and the impact of economic factors on India's market, providing a comprehensive overview of the dynamic landscape in fintech and beyond. 00:00-00:01: Introduction 00:01-00:05: Sudha Organization and C...
Feb 13, 2024•46 min•Season 1Ep. 11
Ohad Samet is the co-founder of TrueML Products, a company that specializes in building intelligent communications platforms. Ohad obtained his undergraduate degree in biology and philosophy from Tel Aviv University. In this episode, Ohad discusses the evolution of artificial intelligence, its impact on decision-making, and the nuances of data cleansing, providing valuable insights for both fintech enthusiasts and those exploring the world of AI. 00:00-00:05: Introduction, AI's venture into non-...
Feb 13, 2024•40 min•Season 1Ep. 12
Ras Asan is a founder and fintech pioneer, who, despite being featured in top-tier media like CNN, New York Times, and Inc. magazine, faced burnout at the pinnacle of their career. They're the founder of "Heal Thy Hustle," a holistic wellness brand dedicated to empowering professionals to achieve equilibrium through self-help resources, life coaching, and wellness workshops, with a current focus on enhancing productivity, morale, and personal development in small businesses and corporations. 00:...
Feb 13, 2024•50 min•Season 1Ep. 14
Gary Hoberman, CEO and founder of Unqork, recounts his transition from a 25-year career on Wall Street to entrepreneurship with Unqork in 2017. Reflecting on his experience in capital markets and trading systems, Holderman highlights the inefficiencies of traditional software development, where a significant budget is consumed by maintaining legacy systems. He emphasizes the need for software that evolves and improves over time, rather than contributing to legacy burdens. Holderman discusses Unq...
Feb 07, 2024•36 min
In this episode of the Fintech at IU podcast, Phin Upham, founding partner at Haymaker Ventures, discusses his venture capital experience and insights into investing in young founders. He explores the fintech space, focusing on the impact of market fluctuations and the evolution of BNPL services. Phin highlights the significance of AI in financial decision-making and the necessity of offering consumers better choices through technology. Concluding with advice for college students, he stresses th...
Feb 05, 2024•42 min
In this episode of the Fintech at IU podcast, Jan Smith, a strategic advisor at H2O Capital Innovation, shares his extensive experience in fintech, strategy consulting, and M&A advisory. He discusses the importance of mentorship, early entrepreneurship, and the unique challenges and opportunities within the Latin American fintech landscape, highlighting differences in regulatory environments and innovation trends. The episode also discusses Jan's critical views on "Buy Now, Pay Later" practi...
Feb 05, 2024•23 min
Aaron Smith, co-founder of Savi, discusses innovative solutions in student loan management and strategies for financial empowerment in academia. Discover Savvy's role in transforming financial decisions for students and graduates in this insightful discussion on FinTech's impact on education. 00:00 - 00:03: Introduction to the podcast and discussion on university cost decisions and student loan assistance with Aaron Smith from Savi. 00:03 - 00:06: Exploration of rising education costs, average s...
Feb 03, 2024•33 min
In this episode, Joshuah Lebacq, Principal of VC at the National Bank of Canada, discusses venture capital in fintech, emphasizing the key characteristics of successful startups and the importance of strong leadership and company culture. We discuss corporate governance, with a focus on the challenges of board responsibilities and decision-making, particularly in cases of CEO removal, using OpenAI as an example and explore the intersection of technology and finance, discussing topics like AI and...
Jan 10, 2024•42 min
In this episode, Erin Papworth, CEO and co-founder of Nav.it, delves into the intricate relationship between financial health and behavioral science. She shares her unique journey from working on significant projects in Africa to spearheading innovations in fintech, focusing on the impact of financial education and services on behavioral change. The discussion also highlights the future of fintech, discussing the integration of AI, the ethical considerations in financial products, and strategies...
Jan 05, 2024•36 min
Jesse Greif, COO at OneChronos, Ex Goldman Sachs, discusses topics ranging from startup culture challenges to the intricacies of optimizing trading execution for institutional clients. We discuss the expansion of OneChronos, emphasizing the significance of hiring decisions, managing financial resources, and encouraging calculated risks in the dynamic startup environment. The discussion further extends to the technical aspects of OneChronos' optimization model, its benefits for quantitative tradi...
Dec 16, 2023•1 hr 6 min•Season 1Ep. 16
Jamie Finn, Co-Founder and President of Securitize, discusses a range of fintech topics from the evolution of blockchain technology and the complexities of cryptocurrency scams, to the importance of investor diligence in the current crypto climate. The episode explores Securitize's growth, highlighting the challenges and successes in the blockchain space, and the crucial role of strategic decision-making in such a dynamic industry. Jamie shares his personal experiences with crypto scams, providi...
Dec 13, 2023•34 min•Season 1Ep. 20
Join us on Fintech at IU as we sit down with Mary Wisniewski, Editor-at-Large at Cornerstone Advisors. Dive into co-innovation in banking, AI's impact on cryptocurrency, and insights from Mary's journey in the fintech landscape. Discover the past, present, and future of finance and technology in this insightful episode. 00:00-00:01: Podcast Welcome and Introduction 00:01-00:02: Co-innovation Impact on Banking 00:02-00:03: Memorable Stories and Favorite Features 00:03-00:04: Morning Motivation an...
Dec 09, 2023•33 min•Season 1Ep. 19
In this episode, we explore the dynamic intersection of technology and finance, with a focus on blockchain and cryptocurrency. Today we talk with Sanjib Kalita, Head of Industry at Fintech Meetup and CEO of Gupy.ai, about his experiences at Google, launching Money 20/20, and his insights on the evolving fintech landscape. The conversation covers blockchain's potential, challenges in public perception, and the promising innovations in startups. Sanjid also shares valuable advice for college stude...
Dec 06, 2023•30 min•Season 1Ep. 18
In this podcast episode, Eric Eager, a sports analytics expert, discusses the impact of mathematical analysis on decision-making in sports, explores historical examples, evaluates the role of key figures like Bill Belichick, and delves into the challenges and advancements in football data analytics. The conversation also touches on the intersection of AI and sports analytics, Eric's favorite NFL model, and the evolving landscape of sports analytics as a career. 00:00 to 00:04: Introduction to th...
Dec 02, 2023•23 min•Season 1Ep. 17
In this episode, Kenon Chen, discusses the nuances of property valuation, from data points to valuation methods, shedding light on the challenges and opportunities in the industry. Keenan shares insights on the transformative role of technology, the digitization of homes, and the impact on traditional appraisers, emphasizing the need for unbiased opinions and recent, accurate data. 00:01-00:05: Explore property valuation nuances, data points, and complexities. Explain valuation methods, historic...
Nov 29, 2023•40 min•Season 1Ep. 16
In this episode, founder of Emergent Cognition, Aryeh Furman, delves into the dynamic realms of fintech, entrepreneurship, and the profound intricacies of life. From navigating startup ventures to unraveling the challenges of modern hustle, join us in exploring the intersections of burnout, holistic wellness, balanced lifestyles, and professional empowerment. 00:00 to 00:05: Introduction and Startup Ventures 00:05 to 00:10: Challenges and Transitions 00:10 to 00:15: Transformations and Business ...
Nov 22, 2023•56 min•Season 1Ep. 15
Nick Chandi is the CEO and Co-Founder of ForwardAI, a trailblazer in instant business payments. With two decades in accounting technology and finance, Nick not only leads ForwardAI but also co-chairs the BC Tech CEO Scale C-Council and contributes to the Forbes Finance Council. 0:00-5:00: Introduction and Forward AI 5:00-10:00: Importance of Cash Flow in Business and why businesses choose different payment platforms 10:00-15:00: The Emergence of FEDNOW and Traditional Banks 15:00-20:00: Canada V...
Nov 18, 2023•46 min•Season 1Ep. 13
Gautham Sastri is the President and CEO of We4C.ai, a company that deploys Artificial Intelligence to detect spam bots and extract foresight from social media. He is a seasoned technology entrepreneur, innovator, and investor, having previously founded iSentium, Terrascale Technologies, and Maximum Throughput, acquired by Avid Technology. In this episode, we discuss the impact of social sentiment on stock market dynamics, the GameStop and AMC meme stock saga, the growing influence of generative ...
Nov 11, 2023•47 min•Season 1Ep. 10
Sarah Welch is a Managing Director at Curinos, a company that helps financial institutions make data-driven decisions to improve efficiency and profitability. She completed her undergraduate degree in international business and French at Georgetown University and serves as a Chairperson for the Maryknoll Lay Missioners.
Nov 08, 2023•44 min•Season 1Ep. 9
Caribou Honig is a partner at SemperViren Ventures, a VC firm that specializes in investing in workforce, healthcare, and financial technologies. In this episode, we discuss quitting jobs, taking risks, Insurance, and Venture capital in 2023. 0-1: Intro 1-5: Stupid Career Decisions 5-8: InsureTech 8-10: How will younger people become interested in insurance? 10-11: Opportunities at CapitalOne 11-13: Hierarchy of technology 13-16: Insurance API’s 16-18: What Caribou Invests In 18-21: What do you ...
Nov 04, 2023•46 min•Season 1Ep. 8
In this episode, we talk about women in FinTech, creating startups in college, retirement, and investing.
Oct 28, 2023•54 min•Season 1Ep. 6
In this episode, we talk about how many banks are failing to realize the opportunity of BaaS, how big giants like Goldman and JP Morgan started taking action, how FinTech is starting to merge in the lending sector, the current macro environment and the compliance aspect of new data.
Oct 26, 2023•56 min•Season 1Ep. 5