In our latest podcast, Keane Ehsani (WG ’20) is joined by Dov Marmor, GM & Head of Banking as a Service at Green Dot (https://www.greendot.com). In this extensive interview, Dov dives into the proliferation of prepaid cards and Banking as a Service in the U.S. Dov also discusses Green Dot’s unique and vertically integrated value proposition for companies looking to provide banking services, how to land a job in fintech, and the evolution of the fintech industry. Dov Marmor leads Green Dot’s ...
Jul 02, 2019•32 min
In our latest podcast, Peter Jankovsky (WG'20) speaks with Ray Martinez, the Co-Founder and President of EVERFI. EVERFI is a recognized leader in financial literacy education that uses digital learning platforms to power financial wellness products for many of the country's leading institutions. Founded in 2008, EVERFI is backed by some of America's leading CEOs and VC firms, including Amazon founder/CEO Jeff Bezos, former Alphabet Chairman Eric Schmidt, Twitter founder Evan Williams, Advance Pu...
Jun 26, 2019•38 min
In our latest podcast, Peter Jankovsky (WG'20) is joined by Colin Walsh, the CEO and Co-Founder of Varo Money. Varo Money is on track to become the first mobile-centric national bank in US history after gaining approval for a national bank charter. We previously spoke with Colin in the early days of Varo's launch and are excited to welcome him back to the podcast to share his experience in the market. In this extensive interview, Colin shares: * His unique founding story and the value propositio...
Jun 05, 2019•28 min
In our latest podcast, Keane Ehsani (WG ’20) is joined by Gerry Tsai, Director of Applications and Fintech in the Financial Institution Supervision and Credit Group at the Federal Reserve Bank of San Francisco (FRBSF) (https://www.frbsf.org). In this extensive interview, Gerry dives into the evolution of the Fintech industry and the U.S. regulatory response. Gerry also discusses the FRBSF’s Fintech Navigate program, regulatory sandboxes, and the various regulatory regimes that apply to the use o...
May 10, 2019•40 min
In our latest podcast, Keane Ehsani (WG ’20) is joined by Zor Gorelov, the CEO and Co-Founder of Kasisto. In this extensive interview, Zor dives into Kasisto’s sophisticated conversational AI platform that powers virtual assistants for financial institutions. Zor also discusses his fascinating background as a four-time entrepreneur and how Kasisto’s KAI is revolutionizing the way customers interact with their banks. Kasisto (https://kasisto.com) is the developer of KAI, a conversational AI platf...
May 06, 2019•34 min
In our latest podcast, Keane Ehsani (WG ’20) is joined by Karn Saroya, the CEO and co-founder of Cover. In this extensive interview, Karn dives into Cover’s sophisticated customer-centric and elegant apps built to better serve customers. Karn also discusses his pivot from fashion to insurance, how Cover is utilizing native mobile and its Magicam technology to disintermediate the insurance industry, and valuations and consolidation in insurtech. Cover (https://cover.com) is a technology company a...
Apr 30, 2019•36 min
In our latest podcast, Keane Ehsani (WG ’20) is joined by Clay Wilkes, the CEO and founder of Galileo Processing. In this extensive interview, Clay dives into Galileo’s sophisticated payments platform and how Galileo inspires and connects the most exciting fintechs and financial institutions via its open APIs and simulator sandbox. We also cover Galileo’s growth since its founding, emerging payment adoption trends, and valuations and consolidation in fintech. Galileo Processing (www.galileoproce...
Apr 08, 2019•44 min
In our latest podcast, Keane Ehsani (WG ’20) is joined by Braden More, Executive Vice President and Head of Partnerships and Industry Relations at Wells Fargo. In this extensive interview, Braden dives into Wells Fargo’s tech enabled payment offerings and discusses Wells Fargo’s strategy for partnering with and investing in emerging fintech start-ups. We also cover U.S. payment adoption trends, how Wells Fargo is helping consumers manage their digital financial footprint, and Braden’s experience...
Mar 29, 2019•45 min
In our latest podcast, Peter Jankovsky (WG'20) is joined by Dan Westgarth, head of Revolut's North America expansion. Revolut is a UK challenger bank that launched in 2015 with the mission to build the world's first truly bank. Today, it supports customers in over 30 countries and has over 4M users. Podcast overview: * How Revolut thinks of a "stack of niches" in building its customer base and creating a ripple effect to grow to 4M+ users * Revolut's planned product expansion, including its new ...
Mar 26, 2019•25 min
In our latest podcast, Christian Rolon (WG '19) is joined by Frank Rotman, one of the founding partners of QED Investors. QED Investors invests in early-stage Fintech companies based in the US, UK, and Latin America. Based in Virginia, QED was founded in 2008 by Rotman, Caribou Honig, and Nigel Morris (co-founder of Capital One). QED Investors has invested in Avant, AvidXchange, ClearScore, Credit Karma, Nubank, Remitly, and SoFi. Their exits include Braintree, Klarna, and Orchard. Frank Rotman ...
Feb 26, 2019•49 min
In our latest podcast, Vivek Chauhan (Wharton MBA '19) chats with Michael Tae, Head of Strategy and M&A at Broadridge. Broadridge Financial Solutions, a $4 billion global fintech leader, provides investor communications and technology-driven solutions for broker-dealers, banks, mutual funds and corporate issuers globally. With over 50 years of experience, Broadridge's infrastructure underpins proxy voting services for over 90 percent of public companies and mutual funds in North America and ...
Feb 22, 2019•42 min
In our latest podcast, Keane Ehsani (WG ’20) and Peter Jankovsky (WG ’20) are joined by Brandon Krieg, the CEO and Co-Founder of StashInvest. In this extensive interview, Brandon dives into StashInvest’s offering as an enabler for consumer investing. We also cover Brandon’s experience at EdgeTrade, Knight Capital, and Macquarie, the process of founding Stash, and how Brandon sees disruptive innovation affecting financial services. StashInvest (https://www.stashinvest.com), one of the fastest gro...
Feb 19, 2019•37 min
In our latest podcast, Christian Rolon (WG ’19) is joined by Mary-Catherine Lader, the Chief Operating Officer of Digital Wealth at BlackRock. In this expansive interview, Mary-Catherine dives into BlackRock’s digital strategy, technology as an enabler for asset management businesses, and how FinTech startups are partnering with incumbents and expanding their product lines to become the center of consumers’ financial lives. The BlackRock Digital Wealth Group provides software solutions to help r...
Feb 14, 2019•30 min
Caroline Kremer (WG '19) speaks with Tom Fortin, the Chief Operating Officer and Managing Partner of iCapital Network. iCapital is an alternative investments technology platform that serves investors, fund managers, and financial advisors. iCapital's platform digitizes the subscription, reporting, and administrative aspects of alternative investments. Additionally, iCapital's platform provides private investment fund due diligence for high-net worth investors and financial advisors. iCapital was...
Feb 12, 2019•26 min
Jeff Leathers (WG ’19) interviews Lowell Putnam, the co-founder and CEO of Quovo, a financial data platform that provides companies with connectivity and insights for millions of consumer financial accounts across more than 14,000 different institutions. In January 2019, Quovo was acquired by Plaid. In this podcast, Lowell covers the recent acquisition, the current and future use cases for account connectivity, the regulatory environment, and his takeaways from his journey as a technology entrep...
Feb 06, 2019•36 min
Christian Rolon (WG '19) is joined by Jamie Finn, the co-founder and President of Securitize. Securitize is a platform for digitizing securities, facilitating the issuance of securities for assets including companies, funds, and other equity holdings. Founded in January 2018, Securitize has already helped a number of customers digitize their portfolios and assets on their platform. Securitize raised a Series A from investors including Coinbase Ventures, Ripple, and Blockchain Capital in November...
Jan 28, 2019•28 min
Christian Rolon (WG '19) is joined by Rex Salisbury, the founder of the Fintech Devs and PMs Meetup based in San Francisco. The Fintech Devs and PMs community has roughly 2,000 members, hosting monthly events highlighting many exciting Fintech firms in the Bay Area. Past Meetups have featured speakers from: a16z, Affirm, Branch, EarnIn, Plaid, SoFi, Wealthfront, and many others. Learn more at: https://www.fintechdevsandpms.com/. Rex Salisbury is the founder of the Fintech Devs and PMs Meetup in ...
Dec 11, 2018•35 min
Christian Rolon (WG '19) is joined by Jason Brown, the co-founder and CEO of Tally Technologies. Tally is the first automated debt manager, helping consumers pay down high interest rate credit card debt. Tally was founded in 2015, and was launched on iOS in October 2017. Tally now manages hundreds of millions of dollars in credit card debt and has saved people millions of dollars in interest and late fees since its launch. Tally has raised $42m in total from investors including Kleiner Perkins, ...
Dec 03, 2018•31 min
In our latest podcast, Christian Rolon (WG ‘19) is joined by Nick Shalek, a general partner at Ribbit Capital. Ribbit Capital is a leading venture capital firm focused on early stage firms across fintech verticals such as lending, insurance, wealth management, and blockchain. Ribbit Capital has made a number of investments across the fintech space, including: Affirm, Brex, Coalition, Coinbase, Credit Karma, Funding Circle, Gusto, Nubank, Revolut, Robinhood, Upgrade, and Wealthfront. In this podc...
Nov 12, 2018•24 min
In this podcast, Christian Rolon (MBA '19) interviews Garry Reeder, Vice President at the Center for Financial Services Innovation. This episode was recorded live at the Financial Inclusion Summit. Garry leads the Financial Solutions Lab at CFSI. In this podcast, Garry discusses CFSI's mission and investing activities, regulatory developments in fintech, and fintech and blockchain applications for the underbanked. Garry Reeder is the Vice President of Innovation and Policy at the Center for Fina...
Nov 11, 2018•42 min
In this podcast, Jacob Decter (Wharton MBA ’19) speaks with Jennifer Fitzgerald, CEO and Co-founder of Policygenius. Policygenius is an online insurance marketplace that aims to streamline and simplify insurance buying for consumers, offering a wide array of insurance products including life insurance, disability insurance, renters insurance, and pet insurance. Beyond its product offering, Policygenius also offers practical financial and insurance advice and information in a digestible way for t...
Jun 12, 2018•30 min
In this podcast, Justin Karfo (WG ’19) chats with Tayo Oviosu, Founder and CEO of Paga. Founded in 2009, Paga is a Nigerian mobile payments company that allows users to send money, pay bills and receive payments easily from any mobile phone. Today Paga is the largest fintech company in Nigeria, with over 8.5 million users, 15,000 agents across Nigeria and 200+ employees. During this podcast, Justin and Tayo discuss the African and Nigerian fintech ecosystems and highlight the challenges associat...
May 07, 2018•37 min
Justin Karfo (WG ’19) chats with Eghosa Omoigui, the founder and Managing General Partner of EchoVC Partners, a seed and early-stage venture capital firm. Based in Silicon Valley, EchoVC has invested millions of dollars in promising innovative African ventures. In this podcast, Eghosa discusses his firm's investment philosophy, the key themes in the African startup ecosystem and his firm’s key strategic partnership with TPG Growth. This podcast was recorded at the Africa Fintech Summit in Washin...
May 07, 2018•15 min
Fei Ye (WG ’19) chats with Abby Chao, Co-Founder and COO of CollegeBacker. CollegeBacker helps parents open a tax-advantaged 529 College Savings Plan in minutes, and then invite family and friends to contribute. With CollegeBacker Gifts, anyone can kickstart a child’s college fund. During this podcast, Fei and Abby deep dive into the college savings sector and highlight the current challenges associated with saving for college. They also discuss the transition to entrepreneurship from profession...
Apr 22, 2018•29 min
Wharton Alternative Investments Initiative and the Penn Blockchain Club hosted a fireside chat with Michael Sonnenshein, Managing Director at Grayscale Investments. With $3bn AUM, Grayscale Investments is the sponsor of the Bitcoin Investment Trust, the Ethereum Classic Investment Trust, and the Zcash Investment Trust. Sarah Hammer, Senior Director of the Wharton Alternative Investments Initiative, speaks with Michael about the basics of blockchain, the growth of cryptocurrencies, and the dynami...
Apr 14, 2018•1 hr 19 min
Vivek Chauhan (Wharton MBA ’19) chats with Joel Frisch, Head of Americas at Prodigy Finance. Prodigy Finance is a peer-to-peer platform offering loans to international post graduate students using an innovative credit model. In this engaging podcast, Joel talks about his own trajectory from banking into fintech, Prodigy’s unique approach to credit modeling, impact investing, and opportunities and challenges in the P2P space. Educated in Philadelphia and London, Joel had a successful career on Wa...
Apr 09, 2018•47 min
Caroline Kremer (WG '19) speaks with Colleen Briggs, Executive Director of Community Innovation at JP Morgan Chase & Co, about JP Morgan's approach to incubating and growing new financial technology companies. In this podcast, Colleen discusses the business opportunities for fintech companies focused on serving the underbanked, as well as her work with the Financial Solutions Lab and the Catalyst Fund. Colleen is responsible for helping establish and execute JP Morgan Chase & Co's global...
Apr 02, 2018•34 min
Dipika Sen (Wharton MBA '19) chats with Jungwon Byun, Head of the Growth Team at Upstart, the first lending platform to leverage artificial intelligence and machine learning to price credit and automate the borrowing process. In this engaging podcast, Jungwon talks about her own trajectory from consulting into FinTech, discusses her initiative to foster the professional development of women at Upstart, and shares her insights on the importance of diversity in the industry. Jungwon oversees all o...
Mar 21, 2018•29 min
Justina Gallegos (WG '19) speaks with Marc Andrews, Vice President of IBM Watson Financial Services Solutions. Marc has led the creation of a new organization within IBM to build industry specific solutions for the financial services industry. He is driving the design, development and delivery of offerings that apply analytic and cognitive technologies to streamline regulatory compliance, combat fraud and financial crime, and generate increased customer insights. Marc meets with business and tec...
Mar 15, 2018•23 min
Kylie Francis(Wharton MBA'18) chats with Andrew Robinson, Executive in Residence at Oak HC/FT, a premier venture growth equity firm investing in healthcare and financial service technology, where his focus is on Insurtech. In this insightful podcast, Andrew talks about his foray into the insurance industry and shares his perspectives on the most interesting activity in the insurance space today, and where this is scope for further disruption.
Feb 12, 2018•21 min
