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    Technology

    The Fintech Blueprint

    Finance is being pulled apart by the forces of frontier technology. From AI, to blockchain and DeFi, mixed reality, chatbots, neobanks, and roboadvisors β€” the industry will never be the same. Here is the blueprint for navigating the shift.

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    Copyright: Β© 2021 The FinTech Blueprint

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    Latest Episodes:
    Embedding lending and credit into the fintech value proposition, with Canopy CEO Matt Bivons Oct 27, 2023
    Show notes

    Lex chats with Matt Bivons, the founder and CEO of Canopy, a modern digital lending company. Bivons discusses his background in fintech and his journey from being a product designer to starting his own company. He explains the importance of designing products for others and how he identified a gap in the market for a lending infrastructure solution. Bivons also talks about the evolution of the digital lending sector and the role of infrastructure companies in enabling fintech innovation. He shares his vision for the future of Canopy and the opportunities in the commercial lending space.

    MENTIONED IN THE CONVERSATION

    Canopy's Website: https://bit.ly/3Fwvg3Y

    Matt's LinkedIn profile: https://bit.ly/3QyIu6x

    Topics: fintech, lending, API, Paas, credit, loan servicing, digital lending

    Companies: Canopy, Earnest, GreenSky, Stripe, Kabbage, YC

    ABOUT THE FINTECH BLUEPRINT

    πŸ”₯Subscribe to the Fintech Blueprint newsletter to stay at the forefront of Fintech and DeFi: https://bit.ly/3hyhlC2

    🀝 Partner with Fintech Blueprint through sponsorships: https://bit.ly/3UZllsV

    πŸ‘‰ Twitter: https://twitter.com/LexSokolin

    TIMESTAMPS

    1’37”: From self-design to universal solutions: A founder's journey

    7’01”: Fostering empathy in product design: Balancing personal and market problems

    10’25”: Marketing strategies & cost of acquisition in fintech: Insights from Earnest and GreenSky

    17’45”: Expanding horizons: Gaining experience and expertise at GreenSky

    22’24”: From insight to action: Building Canopy from scratch

    25’58”: Navigating the go-to-market challenge: Insights from Canopy's founding journey

    31’25”: Canopy's current landscape: Scale, competencies, and customer base

    34’20”: Shaping the future of digital lending: Market evolution and exciting prospects

    40’02”: The channels used to connect with Matt & learn more about Canopy

    Disclaimer here β€” this newsletter does not provide investment advice and represents solely the views and opinions of FINTECH BLUEPRINT LTD.

    Contributors: Lex, Laurence, Matt, Farhad, Mike, Daniella

    Want to discuss? Stop by our Discord and reach out here with questions.


    Embedding Web3 infrastructure into Web2 platforms, with Bastion Co-Founders Nassim Eddequiouaq and Riyaz Faizullabhoy Oct 20, 2023
    Show notes

    Lex chats with Nassim Eddequiouaq and Riyaz Faizullabhoy - Co-Founders of Bastion - a transaction and Web 3 orchestration company that aims to provide infrastructure for businesses to build user-friendly experiences on top of blockchain technology. The founders, Nas and Riyaz, have a background in security and have worked together for several years at companies like Docker, Anchorage, and Facebook. They believe that custodial wallets offer the best user experience and are focused on building a platform that allows businesses to issue wallets seamlessly to their users. Bastion also offers a smart transaction routing system that optimizes transactions and reduces costs. Both Nas and Riyaz see custodial services as a starting point for users, with the goal of eventually allowing them to graduate to self-custody. They emphasize the importance of security, compliance, and user experience in their platform.

    MENTIONED IN THE CONVERSATION

    Bastion's Website: https://bit.ly/3M8B6wb

    Nassim's LinkedIn profile: https://bit.ly/46UYe9g

    Riyaz's LinkedIn profile: https://bit.ly/3M5UGJi

    Topics: crypto, payments, custody, Web3, Web2, cybersecurity, decentralization, wallets, user experience, security

    Companies: Bastion, Libra, Meta, Andreessen Horowitz, a16z, Docker, Anchorage Digital, Facebook

    ABOUT THE FINTECH BLUEPRINT

    πŸ”₯Subscribe to the Fintech Blueprint newsletter to stay at the forefront of Fintech and DeFi: https://bit.ly/3hyhlC2

    🀝 Partner with Fintech Blueprint through sponsorships: https://bit.ly/3UZllsV

    πŸ‘‰ Twitter: https://twitter.com/LexSokolin

    TIMESTAMPS

    1’13”: From digital security to working on Facebook’s Libra project: The journey of Riyaz and Nas

    7’09”: The Rationality of Digital Adversaries: A Look at Cybersecurity Challenges

    9’45”: The Convergence of Decentralization and Corporate Ambitions: A Deep Dive into the Libra Project

    16’52”: From Operator to Investor: Navigating the Crypto Space at Andreessen Horowitz

    21’50”: Unlocking Crypto Security: The Mission of Bastion and its Innovative Approach

    27’48”: Empowering Developers: How Bastion Fits into the Crypto Infrastructure Ecosystem

    32’40”: Simplifying User Interactions: The Role of Bastion in Crypto Transactions and custody

    38’51”: Data and the Future: Navigating the Possibilities of Web 3 Custodianship

    41’02”: The channels used to connect with Riyaz and Nas & learn more about Bastion

    Disclaimer here β€” this newsletter does not provide investment advice and represents solely the views and opinions of FINTECH BLUEPRINT LTD.

    Contributors: Lex, Laurence, Matt, Farhad, Mike, Daniella

    Want to discuss? Stop by our Discord and reach out here with questions.


    Mastering fintech from public to private investments, with Portage CEO Adam Felesky Oct 13, 2023
    Show notes

    Lex chats with Adam Felesky, CEO and co-founder of Portage - an investment firm focused on fintech and financial services. Felesky discusses his background in finance and tech, his experience as an entrepreneur, and the investment opportunities he sees in the fintech sector. He emphasizes the importance of understanding the nuances of different verticals within fintech and the potential for incumbent transformation in the industry. Felesky also discusses the current market environment for fintech investments and the challenges and opportunities it presents. He suggests that M&A activity and buyouts may play a role in the recovery of the fintech market and advises investors to be prepared for companies to stay private longer.

    MENTIONED IN THE CONVERSATION

    Portage's Website: https://bit.ly/3ttPRmO

    Adam's LinkedIn profile: https://bit.ly/3Fi0ThE

    Topics: investment, investment management, fintech, M&A, ETFs, venture capital, vc, private equity, roboadvisor, AI

    Companies: Portage, Wealthsimple, Alan, Betterment, Wealthfront

    ABOUT THE FINTECH BLUEPRINT

    πŸ”₯Subscribe to the Fintech Blueprint newsletter to stay at the forefront of Fintech and DeFi: https://bit.ly/3hyhlC2

    🀝 Partner with Fintech Blueprint through sponsorships: https://bit.ly/3UZllsV

    πŸ‘‰ Twitter: https://twitter.com/LexSokolin

    TIMESTAMPS

    1’21”: From early passion to industry pioneer: The journey of ETF entrepreneurship in 2005

    8’29”: The intersection of asset allocation and individual investments: Navigating two worlds in wealth management

    11’41”: Exploring the robot-driven dynamics of fund complexes, trading firms, and quant hedge funds

    18’25”: Unpacking the Wealthsimple investment: From founding to differentiation in the digital investing wave

    21’04”: Navigating investment stages: Assessing startups from seed to series A

    27’33”: Valuation challenges in fintech: The blurred traction and market trends

    30’02”: From entrepreneur to investor: Mastering the art of saying no

    32’59”: Fintech's future: Portage Ventures' promising themes and market structure insights

    37’53”: Assessing risk and the credit cycle: A conversation on market perspectives

    41’12”: Unlocking growth potential: Strategies for overcoming valuation challenges in fintech

    44’59”: The channels used to connect with Adam & learn more about Portage

    Disclaimer here β€” this newsletter does not provide investment advice and represents solely the views and opinions of FINTECH BLUEPRINT LTD.

    Contributors: Lex, Laurence, Matt, Farhad, Mike, Daniella

    Want to discuss? Stop by our Discord and reach out here with questions.


    Applying artificial intelligence to investing and finance, with Auquan CEO Chandini Jain Oct 06, 2023
    Show notes

    Lex chats with Chandini Jain, founder and CEO of artificial intelligence company Auquan. Together, Lex and Chandini discuss the use of AI in financial services. Jain explains that AI can help optimize information flow and improve decision-making by efficiently processing and analyzing large amounts of data. Jain highlights the importance of accuracy in AI models, particularly in the financial industry where incorrect information can have significant consequences. She introduces the concept of retrieval augmented generation (RAG) AI, which combines retrieval systems and generative models to provide accurate and credible answers to user queries. Jain also mentions that Auquan has published a white paper on RAG AI and offers a LinkedIn newsletter with frequently updated data points.

    MENTIONED IN THE CONVERSATION

    Auquan's Website: https://bit.ly/46j7GU2

    Chandini's LinkedIn profile: https://bit.ly/3PHDj2x

    Topics: artificial intelligence, AI, generative AI, capital markets, fintech, deep learning, LLM, Natural language models

    Companies: Auquan, Optiver, Apple, Meta, ChatGPT, RAG AI, Andreessen Horowitz, A16z

    ABOUT THE FINTECH BLUEPRINT

    πŸ”₯Subscribe to the Fintech Blueprint newsletter to stay at the forefront of Fintech and DeFi: https://bit.ly/3hyhlC2

    🀝 Partner with Fintech Blueprint through sponsorships: https://bit.ly/3UZllsV

    πŸ‘‰ Twitter: https://twitter.com/LexSokolin

    TIMESTAMPS

    1’22”: Navigating Flying High: From Career Beginnings to Tackling Complex Problems

    6’49”: Exploring Capital Markets: Finding Alpha and Transitioning to Entrepreneurship

    15’20”: Building an Investment Solution: From Concept to Market-Ready Product

    21’55”: Unlocking Private Equity Deal Insights: How to Leverage Auquan’s AI Services

    26’37”: Demystifying AI in Financial Services: Core Trends and Model Insights

    35’09”: Unlocking the Semantic Cosmos: AI Breakthroughs and Evolution in Knowledge Representation

    41’24”: AI in Financial Services: Navigating the Bayesian Landscape of Probability and Accuracy

    45’03”: The channels used to connect with Chandini & learn more about Auquan

    Disclaimer here β€” this newsletter does not provide investment advice and represents solely the views and opinions of FINTECH BLUEPRINT LTD.

    Contributors: Lex, Laurence, Matt, Farhad, Mike, Daniella

    Want to discuss? Stop by our Discord and reach out here with questions.


    How to build a $60B volume global payments platform, with Rapyd CEO Arik Shtilman Sep 29, 2023
    Show notes

    Lex chats with Arik Shtilman, CEO of Rapyd - a leading fintech-as-a-service platform. In this episode, Shtilman discusses his background in technology and financial services, as well as the journey of building Rapyd into a leading payment company. He talks about the challenges of starting a consumer payment company and the pivot to becoming a fintech-as-a-service platform. Shtilman explains the importance of building a global business and the need for a platform that enables companies to build financial services at scale. He also discusses the growth of different products within Rapyd, such as the wallet and payment collection capabilities, and the importance of serving marketplace structures. Shtilman shares insights on failure modes in fintech, including the challenges of onboarding SMB clients and the complexities of high-velocity payment processing in the cloud. He also discusses the impact of COVID-19 on the fintech sector and the outlook for financial recovery. Finally, Shtilman highlights the increasing role of developers in the buying process and the importance of building relationships with developers through developer communities and tailored documentation.

    MENTIONED IN THE CONVERSATION

    Rapyd's Website: https://bit.ly/3EVv0ei

    Arik's LinkedIn profile: https://bit.ly/45efpBg

    Topics: fintech, fintech-as-a-service, payments, VOIP, Cloud, API, embedded banking

    Companies: Rapyd, PayPal, Brex, RobinHood, Stripe

    ABOUT THE FINTECH BLUEPRINT

    πŸ”₯Subscribe to the Fintech Blueprint newsletter to stay at the forefront of Fintech and DeFi: https://bit.ly/3hyhlC2

    🀝 Partner with Fintech Blueprint through sponsorships: https://bit.ly/3UZllsV

    πŸ‘‰ Twitter: https://twitter.com/LexSokolin

    TIMESTAMPS

    1’22”: Navigating the early career: Entering technology and financial services

    5’03”: Global business expansion: Strategies and expanding geographical reach, touching on Rapyd

    8’33”: Evaluating opportunities: The quest for the ideal fintech platform

    10’41”: Identifying the gap: Exploring unmet needs in the fintech platform landscape

    15’52”: Landing marquee clients: The go-to-market journey of a fintech platform

    19’12”: Driving growth: Exploring fintech product expansion and the mechanics of cross-border payments

    25’02”: Beyond borders: Navigating the payments landscape and the global e-money licensing surge

    28’46”: Investing in marketplace structures: Admired companies, lessons learned, and avoiding fintech failure modes

    34’44”: COVID acceleration and financial recovery in fintech: Navigating strategic direction errors and shifting landscapes

    38’42”: Empowering developers: Rapyd's role in the shift from financiers to developers

    41’25”: The channels used to connect with Arik & learn more about Rapyd

    Disclaimer here β€” this newsletter does not provide investment advice and represents solely the views and opinions of FINTECH BLUEPRINT LTD.

    Contributors: Lex, Laurence, Matt, Farhad, Mike, Daniella

    Want to discuss? Stop by our Discord and reach out here with questions.


    MoneyLion's evolution from neobank to financial education marketplace, with CMO Cynthia Kleinbaum Milner Sep 22, 2023
    Show notes

    Lex chats with Cynthia Kleinbaum Milner, CMO at MoneyLion - a mobile banking and financial membership platform that integrates spending, saving, borrowing, and investing tools to empower consumers towards better financial wellness. Kincking off the conversation, Cynthia delves into the intricacies of charting a career in the ever-evolving landscape of digital transformation, sharing her transition from brand marketing to holistic marketing. As they navigate through industry insights, Cynthia provides a closer look at the challenges and strategies of targeting different sectors and personas, as well as marketing at scale across various business verticals. A significant portion of the discussion revolves around MoneyLion's journey. Cynthia charts the evolution of the platform, highlighting its transformation from its early days to a renowned digital banking platform, underscoring its core value proposition. This leads to an insightful conversation on the growth, valuation, and shifting fintech market trends that have shaped MoneyLion's trajectory. Cynthia goes on to detail the importance of financial literacy within the app, focusing on content evolution and user value. She further discusses the nuances of content discovery, the company's revenue model, and the balance between engagement and profitability. Navigating the tricky waters of financial influencers, Cynthia stresses the importance of balancing content quality with regulatory compliance. The podcast culminates with a forward-looking view, as Cynthia sheds light on MoneyLion's strategic priorities in the upcoming years.

    MENTIONED IN THE CONVERSATION

    MoneyLion's Website: https://bit.ly/45YHQVl

    Cynthia's LinkedIn profile: https://bit.ly/460jn1S

    Topics: Fintech, marketing, brand, e-commerce, customer lifecycle, embedded finance, brand, Marketplace

    Companies: MoneyLion, Walmart, Bonobos, Nestle, Gilt Groupe, Even Financial, Malka, ZenDrive

    ABOUT THE FINTECH BLUEPRINT

    πŸ”₯Subscribe to the Fintech Blueprint newsletter to stay at the forefront of Fintech and DeFi: https://bit.ly/3hyhlC2

    🀝 Partner with Fintech Blueprint through sponsorships: https://bit.ly/3UZllsV

    πŸ‘‰ Twitter: https://twitter.com/LexSokolin

    TIMESTAMPS

    1’16”: Charting a Career Journey: From Brand Marketing to Digital Transformation

    8’49”: Industry Insights: Navigating Diverse Sectors and Targeting Personas

    13’47”: Marketing at Scale: Strategies for Diverse Business Verticals

    17’00”: The Evolution of MoneyLion: From Inception to Digital Banking, touching on its core value proposition

    25’09”: The Unfolding Story of MoneyLion: Deciphering the Growth and Valuation journey Amidst evolving Fintech Market Trends

    28’14”: Financial Literacy Engagement in the App: Content, Evolution, and User Value

    31’30”: Content Discovery and Revenue Mix: Driving Engagement and the Core Economic Model

    35’12”: Financial Influencers and Regulatory Considerations: Balancing Content Quality and Compliance

    40’09”: The Future of MoneyLion: Company's Strategic Focus in the Coming Years

    41’30”: The channels used to connect with Cynthia & learn more about MoneyLion

    Disclaimer here β€” this newsletter does not provide investment advice and represents solely the views and opinions of FINTECH BLUEPRINT LTD.

    Contributors: Lex, Laurence, Matt, Farhad, Mike, Daniella

    Want to discuss? Stop by our Discord and reach out here with questions.


    The Techstars Web3 thesis and advice on building companies, with Pete Townsend Managing Director at Techstars Sep 16, 2023
    Show notes

    Lex chats with Pete Townsend, Managing Director of the Techstars Web3 Accelerator - one of the largest pre-seed investors and accelerator programs in the world. Pete kicks off the conversation by sharing his career journey, from early experiences in finance to the present, highlighting the evolution of finance, where technologists have emerged as key wealth creators. Their discussion covers successful go-to-market strategies in the blockchain industry and reevaluates these strategies in fintech over the past decade. They delve into aligning employee incentives with digital transformation in traditional financial enterprises before transitioning to Pete's role at Techstars, where startups are accelerated and innovation thrives. The conversation concludes with reflections on the ever-evolving Web3 landscape, considering market lessons and shifting trends. Pete also explores positioning for the future amid consumer discretionary spending and the selection of startups within the accelerator.

    MENTIONED IN THE CONVERSATION

    Techstars' Website: https://bit.ly/3EHx4qn

    Pete's LinkedIn profile: https://bit.ly/3sSuV8B

    Topics: Web3, investment banking, finance, Web3, crypto, Blockchain, tokenomics, VC, accelerator, incubator, VR, Metaverse

    Companies: Techstars, Fidelity, 11:FS, BNP Paribas, Norio Ventures, ALT21, Meta

    ABOUT THE FINTECH BLUEPRINT

    πŸ”₯Subscribe to the Fintech Blueprint newsletter to stay at the forefront of Fintech and DeFi: https://bit.ly/3hyhlC2

    🀝 Partner with Fintech Blueprint through sponsorships: https://bit.ly/3UZllsV

    πŸ‘‰ Twitter: https://twitter.com/LexSokolin

    TIMESTAMPS

    1’47”: Building a Career: Foundational Experiences and Early Jobs

    8’50”: Evolution of Finance: From Machinery to Technologists as Wealth Creators

    15’59”: Cracking the Code: Successful Go-to-Market Strategies in the Blockchain Industry

    24’19”: Reevaluating the Go-to-Market Strategy in the Fintech Industry: Lessons from the Past Decade

    30’34”: Incentivizing Innovation: Aligning Employee Motivation with Digital Transformation in Financial Enterprises

    32’42”: Venturing into Techstars: Accelerating Startups and Nurturing Innovation

    40’05”: Reassessing Web3: Learning from Market Performance and Shifting Trends

    45’28”: Positioning for the Future: Navigating Consumer Discretionary Spending and Startup Selection in the Accelerator

    51’46”: The channels used to connect with Pete & learn more about Techstars

    Disclaimer here β€” this newsletter does not provide investment advice and represents solely the views and opinions of FINTECH BLUEPRINT LTD.

    Contributors: Lex, Laurence, Matt, Farhad, Mike, Daniella

    Want to discuss? Stop by our Discord and reach out here with questions.


    Modernizing the entire banking system, with Caitlin Long, CEO of Custodia Bank Sep 08, 2023
    Show notes

    Lex chats with Caitlin Long, CEO of Custodia Bank (formerly Avanti Financial Group) - a Wyoming payment system provider and a custodian of digital assets required to fully comply with Know Your Customer, Anti-Money Laundering, and related laws and regulations. Together they delve into the fascinating world of fintech, US banking history, and the evolution of banking and payment networks. Starting with Caitlin's early experiences in finance and the unique dynamics of the US banking industry, they explore the controversies and historical context surrounding the US Central Bank. They touch upon centralization in banking, the unintended consequences of regulatory compliance, and how technology trends have shaped the industry. The conversation then shifts to the founding principles of Custodia Bank and its mission. Caitlin also discusses the evolving role of card networks in payment rail integration and how Custodia Bank fits into the open macro economy, emphasizing client focus and ecosystem integration. This podcast provides valuable insights into the past, present, and future of the US financial industry.

    MENTIONED IN THE CONVERSATION

    Custodia Bank's Website: https://bit.ly/3Z6ZALr

    Caitlin's LinkedIn profile: https://bit.ly/44KwXVD

    Topics: Bitcoin, crypto, blockchain, finance, banking, Wyoming, macroeconomics, treasury management, fintech, monetary policy

    Companies: Custodia Bank, The Fed, Salomon Brothers, FTX

    ABOUT THE FINTECH BLUEPRINT

    πŸ”₯Subscribe to the Fintech Blueprint newsletter to stay at the forefront of Fintech and DeFi: https://bit.ly/3hyhlC2

    🀝 Partner with Fintech Blueprint through sponsorships: https://bit.ly/3UZllsV

    πŸ‘‰ Twitter: https://twitter.com/LexSokolin

    TIMESTAMPS

    1’25”: Early lessons in finance: A journey into financial services and understanding industry stressors

    5’05”: Unraveling the uniqueness of the US banking industry: A historical perspective and future trends

    10’38”: A glimpse into the history of the US Central Bank: Controversies and evolution

    22’25”: Centralization in banking: Unintended consequences of regulatory compliance and technology trends

    30’38”: The inception of Custodia: Mission and ideation

    36’02”: Heralding a new era: Card networks' evolution in payment rail integration

    41’10”: Custodia's role in the open macro economy: Client focus and ecosystem integration

    47’13”: The channels used to connect with Caitlin & learn more about Custodia Bank

    Disclaimer here β€” this newsletter does not provide investment advice and represents solely the views and opinions of FINTECH BLUEPRINT LTD.

    Contributors: Lex, Laurence, Matt, Farhad, Mike, Daniella

    Want to discuss? Stop by our Discord and reach out here with questions.


    How AI-enriched data aggregation is empowering the next generation of financial institutions, with Envestnet's Farouk Ferchichi Sep 01, 2023
    Show notes

    Lex chats with Farouk Ferchichi, the President of Data and Analytics at Envestnet - supplies financial and wealth management technology and services to financial institutions. Farouk starts off by delving into the journey of understanding data and analytics. The conversation explores the challenges and dynamics of embracing quantitative decision-making across industries, emphasizing the transformative power of Yodlee in financial data aggregation. Farouk explains how Yodlee's scope has evolved from Personal Financial Management (PFM) to encompassing brokerage, spending, and credit data. Lex and Farouk also discuss the diversification of distribution by integrating payments and banking data beyond the advisory experience. Farouk provides valuable insights into navigating fintech market dynamics, striking a balance between payment trends and asset-based stories. The discussion culminates in a vision for revolutionizing financial identity through unifying data and enabling personalized decisions with AI.

    MENTIONED IN THE CONVERSATION

    Envestnet's Website: https://bit.ly/3r03h95

    Yodlee's Website: https://bit.ly/45ucdT8

    Farouk's LinkedIn profile: https://bit.ly/3L75W7A

    Topics: Data, analytics, AI, embedded finance, aggregation, machine learning, AI, deep learning, neural networks, PFM, Wealth management

    Companies: Envestnet, Yodlee, Amazon

    ABOUT THE FINTECH BLUEPRINT

    πŸ”₯Subscribe to the Fintech Blueprint newsletter to stay at the forefront of Fintech and DeFi: https://bit.ly/3hyhlC2

    🀝 Partner with Fintech Blueprint through sponsorships: https://bit.ly/3UZllsV

    πŸ‘‰ Twitter: https://twitter.com/LexSokolin

    TIMESTAMPS

    1’40”: Journey to understanding data and analytics: Definitional experiences and core insights

    10’12”: Embracing quantitative decision-making: Challenges and dynamics across industries

    15’15”: The power of Yodlee: Evolution and impact in financial data aggregation

    23’16”: Expanding Yodlee’s scope: Evolution from PFM to aggregating brokerage, spending, and credit data

    26’12”: Diversifying distribution: Integrating payments and banking data beyond the advisory experience

    27’54”: Navigating fintech market dynamics: Balancing payment trends and asset-based stories34’23”: Revolutionizing financial identity: Unifying data and enabling Personalized decisions with AI

    36’36”: The channels used to connect with Farouk & learn more about Envestnet and Yodlee

    Disclaimer here β€” this newsletter does not provide investment advice and represents solely the views and opinions of FINTECH BLUEPRINT LTD.

    Contributors: Lex, Laurence, Matt, Farhad, Mike, Daniella

    Want to discuss? Stop by our Discord and reach out here with questions.


    Deconstructing fintech innovations, valuations, and exit strategies,with Royal Park Partners Managing Partner Aman Behzad Aug 25, 2023
    Show notes

    Lex chats with Aman Behzad, Managing Partner of Royal Park Partners - A group of Corporate Finance advisors focused on Fintech. Amas kicks off the conversation talking about his early experiences in banking and his strategic focus on financial institutions, the discussion covers the dynamics of investment banking, the success vectors in fintech at Financial Technology Partners and Royal Park Partners, and the ongoing innovations shaping capital markets. Together, they analyze fintech's performance, addressing its volatility, beta, and unique factors. The conversation shifts to the changing landscape of valuation dynamics in fintech, transitioning from rapid blitzscaling to a more rational approach in multiples. The discussion concludes by unraveling exit strategies, encompassing M&A, IPOs, and the intricate world of SPACs, highlighting their dynamics, performance, and underlying influencing factors. This podcast offers a condensed exploration of the multifaceted fintech realm through Aman Behzad's expertise.

    MENTIONED IN THE CONVERSATION

    Royal Park Partner's Website: https://bit.ly/3svb5A7

    Aman's LinkedIn profile: https://bit.ly/45n80Rd

    Topics: fintech, corporate advisory, crypto, SPAC, IPO, Investment banking, capital markets, M&A, venture capital, private equity

    Companies: Royal Park Partners, Marco Polo Partners

    ABOUT THE FINTECH BLUEPRINT

    πŸ”₯Subscribe to the Fintech Blueprint newsletter to stay at the forefront of Fintech and DeFi: https://bit.ly/3hyhlC2

    🀝 Partner with Fintech Blueprint through sponsorships: https://bit.ly/3UZllsV

    πŸ‘‰ Twitter: https://twitter.com/LexSokolin

    TIMESTAMPS

    1’19”: Exploring the banking journey: Early experiences and focus on financial institutions

    4’11”: Deconstructing investment banking: Balance of financial analysis, strategy, and sales

    6’09”: Fintech investment banking: Success vectors at Financial Technology Partners and Founding Royal Park

    11’35”: Reimagining Fintech: The Evolution of Capital Markets and Ongoing Innovations

    18’39”: Analyzing Fintech's Performance: Volatility, Beta, and Idiosyncratic Factors

    23’25”: Shifting Valuation Dynamics: From Blitzscaling to Rationality in Fintech Multiples

    28’58”: Navigating Exit Strategies: M&A, IPOs, and SPACs in Fintech

    34’41”: Unraveling the SPAC Market: Dynamics, Performance, and Factors Influencing Value

    37’09”: The channels used to connect with Aman & learn more about Royal Park Partners

    Disclaimer here β€” this newsletter does not provide investment advice and represents solely the views and opinions of FINTECH BLUEPRINT LTD.

    Contributors: Lex, Laurence, Matt, Farhad, Mike, Daniella

    Want to discuss? Stop by our Discord and reach out here with questions.


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