Podcasts about qed investors

Cape Town-based fintech start-up Stitch last month caught the attention of many people when it announced it was raising R1-billion (US$55-million) in a significant series-B funding round. Co-founder and CEO Kiaan Pillay is our guest in this episode of the TechCentral Show, where he tells TechCentral editor Duncan McLeod about the funding round, which was led by QED Investors with participation from a range of new and existing investors. The latest round brings Stitch's total funding to date to nearly R2-billion, or $107-million. In this episode of the TechCentral Show, Pillay unpacks: • His background and why and how Stitch was founded; • How well-known South African comedian Trevor Noah became one of the participating funders in the latest funding round; • What Stitch is doing differently to other fintech and payment start-ups that has allowed to raise the quantum of funding that it has; • The significance of Stitch's recent acquisition of Exipay – and why it's important for Stitch to be a player in the in-person payments market; • Stitch's plans in the cryptocurrency space; and • Why the company is focused (for now) on the South African market. Don't miss a great discussion! TechCentral

Welcome to Season 4 of The J Curve with me, Olga Maslikhova.Last week I got to spend a few days in cidade maravilhosa—Rio de Janeiro—for Web Summit, which this year attracted over 37,000 people. The event was action-packed—both inside the venue and across the city, with an incredible lineup of side events.It was a milestone week for The J Curve. We recorded our very first live episode on stage—a conversation I've been wanting to have for a long time, and the one we're releasing today: a live interview with Mike Packer, partner at QED Investors.QED is the legendary firm founded by Frank Rotman and Nigel Morris—the creators of Capital One and pioneers of data-driven credit long before it became mainstream. They've been betting on Latin America for over a decade. Their first investment in the region was Nubank, now the most valuable digital bank in the world.Here's what we cover:— Why growth capital is the new frontier in LatAm— What makes a founder truly fundable in 2025+— AI's real impact across QED's portfolio— What it really takes to IPO from LatAm— The vertical SaaS trap—and the case for vertical AIMore from us: Subscribe to our weekly newsletter ⁠⁠⁠⁠⁠The J Curve Insider⁠⁠⁠⁠⁠, where we go beyond the podcast to break down the most exciting investment & tech trends in LATAM. Sharp. Concise. Real business strategies and market insights you won't find anywhere else. Delivered straight to your inbox.Follow us on⁠⁠⁠⁠⁠ LinkedIn⁠⁠⁠⁠⁠ or ⁠⁠⁠⁠⁠Instagram

Welcome back to the Fintech Takes podcast. I'm your host, Alex Johnson, and today, one of our favorite guests is making a triumphant return visit—Frank Rotman, founding partner and CIO at QED Investors. Frank has a theory: in his words, the game of life is getting “harder to win.” Debt is piling up, wages are stagnant, and folks are being told they're the only ones to blame for their financial struggles. His observation is that more people see themselves as playing PvE (Player vs. Everyone), prioritizing personal survival over collective outcomes. In a world where following the rules doesn't pay off, so-called "irrational" moves like crypto gambles start making a lot more sense. We unpack what this shift means for finance, behavior, and the economy. Then, we take on a big question: is traditional financial theory broken? The old "work hard, save, invest in a 60/40 portfolio" model no longer delivers retirement security, and that's because rising costs, debt, and economic shifts have eroded its effectiveness. So, what might replace it? And how can avoiding financial mistakes be just as important as making smart investments? And finally, we explore how AI is rewriting the future of finance. Instead of generic, one-size-fits-all advice, AI-powered financial guidance could be real-time, scenario-based, and deeply personalized (aka imagine a 150-IQ financial strategist that can help you make smarter decisions on the fly...by actually talking to it? That future's not so far away). Instead of shopping for financial products, what happens when AI can custom-build financial products to fit our specific needs? Would that create a system that works for everyone—or just make it even more complex? Join us for a deep, challenging, and necessary conversation about the future of money, markets, and human behavior. Newline™ by Fifth Third is an innovative, API-first platform that enables fintechs to launch embedded payment, card and deposit solutions directly with Fifth Third Bank. Visit ⁠Newline53.com⁠ to see how Newline can elevate your business. The world needs MoR. With ⁠Paddle⁠ as your Merchant of Record (MoR), the global growth is yours. The risk, compliance and accountability are ours. Simple.Paddle offers all the benefits of an enterprise-grade billing system but with MoR flexibility, MoR control, and MoR focus on your core product. Visit ⁠paddle.com⁠ to learn more. Sign up for Alex's Fintech Takes newsletter for the latest insightful analysis on fintech trends, along with a heaping pile of pop culture references and copious footnotes. Every Monday and Thursday: https://workweek.com/brand/fintech-takes/ And for more exclusive insider content, don't forget to check out my YouTube page. Follow Frank: LinkedIn: https://www.linkedin.com/in/frank-rotman/ X: https://x.com/fintechjunkie   Follow Alex:  YouTube: https://www.youtube.com/channel/UCJgfH47QEwbQmkQlz1V9rQA/videos LinkedIn: https://www.linkedin.com/in/alexhjohnson X: https://www.twitter.com/AlexH_Johnson

This $4.5B VC Helped Build Capital One. Meet Frank Rotman Co-Founder & CIO QED InvestorsGuestFrank Rotman is the Advisor for GME ETH and Founding Partner and Chief Investment Officer at QED Investors, a fintech VC firm managing $4.3 billion in assets. Frank is a seven-time Forbes Midas List honoree as “One of the World's Best VC Investors,” and played a key role in shaping Capital One's business model. https://x.com/fintechjunkiehttps://www.gmeethereum.com/https://www.qedinvestors.com/

This week's Espresso covers news from Solfácil, Capim, Advolve.ai and more!Outline of this episode:[00:30] – Solfácil raises $170M to expand solar financing in Brazil[00:39] – Capim raises $26.7M Series A[00:55] – Advolve.ai raises $5.3M seed round led by Canary[01:08] – Brick raises $865K seed round[01:18] – Maxxa raises $10.6M in debt to expand SME lending in Chile[01:30] – Sytrex raises $1.1M to automate financial processes with AI[01:42] – YaVendió raises $850K pre-seed round[01:52] – Interview with David Tafur, CEO and Founder of YaVendió[08:23] – Latamlist Roundup Feb 1st – Feb 15th[08:33] – Sofi: Smarter, more effective debt recoveryResources & people mentioned:Startups: Solfácil, Capim, Advolve.ai, Brick, Maxxa, Sytrex, Yavendió, SofiVCs: Valor Capital, QED Investors, Canary,  Honey Island, Broom Ventures, Symbiotics, Delphos, Broom Ventures, Aito Capital, Kuiper, AAC Capital, Magma Partners, iThink VC, Semilla Ventures.People: David Tafur, Tatiana Pomar

In the opening episode of season six of the What the Fintech? podcast, we're joined by Amias Gerety, partner at QED Investors, to discuss the ever-evolving fintech funding landscape and the outlook for venture capital funding in 2025. Amias and FinTech Futures editor Paul Hindle discuss the technologies and verticals that are attracting the most interest from VCs, how QED is approaching its fintech funding strategy, some key advice for founders when it comes to scaling a new start-up, and of course the big tech trends to keep an eye on looking forward. And finally, we find out what fintech buzzword Amias wants to lock away in our Fintech Jail!

Amias Gerety is a partner at QED Investors, a fintech-focused VC firm with $3.8 Billion under management. He was previously the Assistant Secretary at the US Department of Treasury. And he graduated from Harvard. Amias's favorite finance book: Lombard Street: A Description of the Money Market (Author: Walter Bagehot)(00:01) Introduction(00:46) Why Do Robots Need Insurance?(03:04) Challenges for Insurance Companies with Robot Liability(07:34) Risks of Autonomous Robots in Industrial vs. Domestic Settings(12:22) Cybersecurity and Hacking Risks in Robotics(15:41) Importance and Challenge of Historical Data in Robotics Insurance(18:52) Leveraging Telemetry Data for Risk Modeling(22:09) Creating a Functional Insurance Market for Robotics(26:42) Should Robots Be Independent Legal Entities?(28:34) Should Robots Buy Their Own Insurance?(32:30) Partnerships Between Insurers and Robotics Companies(37:11) Regulatory Framework for Robotics Insurance(38:57) Advice for Founders in Robotics Insurance(40:07) Rapid Fire Round--------Where to find Amias Gerety: LinkedIn: https://www.linkedin.com/in/amias-gerety/--------Where to find Prateek Joshi: Newsletter: https://prateekjoshi.substack.com Website: https://prateekj.com LinkedIn: https://www.linkedin.com/in/prateek-joshi-91047b19 Twitter: https://twitter.com/prateekvjoshi 

Conversé con Santiago Molina, cofundador y CEO de Finkargo, una plataforma de financiamiento para comercio exterior de PYMEs en Latinoamérica. Actualmente, tiene una base de 450 clientes en Colombia y México y ha facilitado más de 4,000 operaciones de importación. Recientemente, levantaron un total de $95M. en una Serie A liderada por QED Investors y CIM, con la participación de Quona, Flybridge y Nazca.Este episodio es presentado por: Hubspot para Startups:Crece tu startup sin perder tiempo ni dinero. Acelera tus ventas y marketing con automatizaciones y herramientas de IA. Empieza con hasta un 50% de descuento y $80,000 en beneficios para founders.

Financial advice: is it a human job or a tech problem?  On this special episode of FinTech Takes, Alex sits down with Amias Gerety, partner at QED Investors (and like-minded fintech and bank policy nerd), to unpack this very question.  Drawing on Amias's compelling op-ed for Open Banking (“Freeing Financial Advice from Financial Advisors”), they dive into the challenges of scaling personalized advice. Is the real bottleneck the high cost of advisors, or the industry's sales-driven incentives? Could automation be the key to scaling advice—without sacrificing fiduciary standards? Join us for an honest conversation about the tools and methods currently available in fintech to tackle these issues.  From the promise of robo-advisors 2.0 to the metaphor of self-driving money, can LLMs finally deliver accessible, unbiased financial guidance for all? While we're not yet at a place where AI can fully replicate the nuanced judgments of a seasoned advisor, we're getting closer—and Amias has some sharp insights on how the future could unfold. Tune in to hear how the system might be shifting under our feet—and where the big opportunities for change could be. Sign up for Alex's Fintech Takes newsletter for the latest insightful analysis on fintech trends, along with a heaping pile of pop culture references and copious footnotes. Every Monday and Thursday: https://workweek.com/brand/fintech-takes/ And for more exclusive insider content, don't forget to check out my YouTube page. Follow Amias: LinkedIn: https://www.linkedin.com/in/amias-gerety/ Amias's original op-ed: https://openbanker.beehiiv.com/p/amiasgerety Follow Alex:  YouTube: https://www.youtube.com/channel/UCJgfH47QEwbQmkQlz1V9rQA/videos LinkedIn: https://www.linkedin.com/in/alexhjohnson Twitter: https://www.twitter.com/AlexH_Johnson

Amias Gerety is a partner at QED Investors, a fintech-focused VC firm with $3.8 Billion under management. He was previously the Assistant Secretary at the US Department of Treasury. And he graduated from Harvard. Amias's favorite book: The Origin of Species (Author: Charles Darwin)(00:01) Introduction and Setting the Stage(00:29) The Status Quo: AI Agents and Online Purchases(02:20) The Current Payment Infrastructure Explained(04:42) Automation Today: Auto-Complete and Recurring Payments(06:09) Why AI Agents Need Dedicated Financial Infrastructure(08:29) Historical Examples: Auctions, Bots, and Payment Systems(09:32) Identifying and Verifying AI Agents in Commerce(11:59) Risks of Agentic Commerce: Lessons from Knight Capital(14:47) Stripe's Role in Agent Payments: SDKs and Gaps(19:46) Opportunities for Startups in Agentic Frameworks(22:49) Challenges: Disputes, Chargebacks, and Reversals(26:32) Regulation and Governance in Agentic Payments(28:24) Building Merchant Trust in AI Transactions(30:11) Needs of AI Developers: Reliability in Transactions(33:04) The Future of Agentic Commerce and Microtransactions(35:42) Building Consumer Trust in Agentic Systems(38:45) Broader AI Applications in Finance(40:13) Rapid Fire--------Where to find Amias Gerety: LinkedIn: https://www.linkedin.com/in/amias-gerety/--------Where to find Prateek Joshi: Newsletter: https://prateekjoshi.substack.com Website: https://prateekj.com LinkedIn: https://www.linkedin.com/in/prateek-joshi-91047b19 Twitter: https://twitter.com/prateekvjoshi 

Join Frank Rotman of QED Investors for a deep dive into market behavior and the state of venture capital. This episode explores the intersection of traditional investing and new market dynamics, featuring insights on AI hype, market trends, and the difference between speculation and investment. Key Topics Covered: • The current state of venture capital and investment trends • How AI narratives are shaping investment decisions • The distinction between speculation and fundamental investing • Market breadth analysis and technical indicators • Small-cap and mid-cap market performance • The role of narrative in modern investing • Consumer discretionary sector strength • Infrastructure and "boring" investment opportunities Recorded live on Tuesday, November 26th Charts: https://docs.google.com/presentation/d/1UfNLXTfYLMwx1R_k49n04GHcqBIo3nESuPHNDEUQTsw/edit?usp=sharing Skip Ahead: (00:00) Guest welcome and tech issues (03:36) Market psychology and preparation (06:20) AI narratives and investment trends (13:20) Nvidia earnings (17:07) Semiconductors hitting new lows (18:53) Microstrategy vs Bitcoin (24:49) Financial nihilism discussion (39:20) S&P500 Trend Environment (48:18) Technology sector underperformance (51:54) Trends with No Friends: MasTec (53:45) Closing thoughts Where To Find Howard and Friends:  • Howard - https://stocktwits.com/howardlindzon  • JC - https://stocktwits.com/allstarcharts  • Phil - https://stocktwits.com/ppearlman  • Michael Parekh - https://stocktwits.com/MParekh  • Frank Rotman - https://x.com/fintechjunkie • Riley - https://stocktwits.com/coloradoriley  • Production and Marketing - https://penname.co/ Trends with Friends is brought to you by Stocktwits: https://stocktwits.com/   Disclaimer: All opinions expressed on this show are solely the opinions of the hosts' and guests' and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/c/uncategorized/2024/02/21/stocktwits-newsletter-disclaimer/

This week's Espresso covers news from Hoopers, Outsmart Education, Solvento, and more!Outline of this episode:[00:27] – Hoopers raises $2.3M to expand in Brazil[00:46] – Ex-Duolingo execs raise $13M seed round led by Khosla Ventures[01:04] – Solvento lands $12.5M Series A led by Cometa[01:23] – Minu raises $30M series B round led by QED Investors[01:41] – Celcoin acquires CobranSaas[01:57] – Addi secures $100M credit line from Victory Park Capital[02:16] – OurCrowd launches the first government-backed accelerator in Uruguay[02:37] –Rhino raises $3.2M seed round[02:47] – Interview with Santiago Rosenblatt, founder of StrikeResources & people mentioned:Startups: Hoopers, Outsmart Education, Solvento, Minu, Strike, Celcoin, CobranSaas, Addi, OurCrowd, Rhino, BoldVCs: Buenavista Equity Partners, Khosla Ventures, Cometa, QED Investors, OurCrowd, OurCrowd LATAM Labs, Victory Park CapitalPeople: Santiago Rosenblatt

Matthew Kligerman's path as a founder is a masterclass in vision, adaptability, and persistence. His entrepreneurial story is woven with bold moves, serendipitous moments, and relentless curiosity.In this engrossing interview, Matthew talks about adapting his experiences as a climber into building, scaling, and financing his companies. He also reveals unique aspects of the adventure of building a company in Latin America.Matthew's company, Escale, has attracted funding from top-tier investors like Invus, QED Investors, Redpoint Eventures, and Kaszek.

Did you know that despite what appeared to be a tough time for funding and valuations, the global fintech report coauthored by Boston Consulting Group and QED Investors in June this year noted that the global fintech market remained a hotbed for innovation and growth.  The firms expect fintech to reach a market size of US$1.5 trillion in revenue by 2030. That's about a five times growth from numbers seen at the time the report was written. However, the report, which was based on interviews with over 60 global fintech CEOs and investors, noted that the rules of the game are changing, with growth at all cost, in their words, “no longer the watchword”. So what are the major themes shaping the financial technology sector in the longer term? What are the headwinds facing the industry right now and how far are they short-term corrections?  And more importantly, what role will Singapore play in the growing fintech space for startups and industry heavyweights? As part of MONEY FM's on the ground coverage of Singapore Fintech Festival 2024, Money Matters' Finance Presenter Chua Tian Tian posed these questions to Shayan Hazir, Chief Digital Officer of ASEAN at HSBC and Reuben Lim, CEO at the Singapore FinTech Association.See omnystudio.com/listener for privacy information.

In this episode we speak with Frank Rotman, a Founding Partner and the Chief Investment Officer of QED Investors, a premier venture capital firm focused on the fintech ecosystem.  QED has invested in 200+ companies over the past 15 years and currently has $3.6 billion under management. Prior to QED, Frank was one of the early architects who helped create what became Capital One. In his 13-year Capital One journey, Frank was responsible for many “firsts” that helped lay the foundation for what Capital One is today. I am your host RJ Lumba.  We hope you enjoy the show.  If you like the episode, click to follow.

Sandeep Patil of QED Investors joins Nick to discuss From India to IPO: Cracking the Code of Cross-Border FinTech Investments, Regulation, and Market Dynamics. In this episode we cover: Investment Strategies in Asia and Australia, with a Focus on FinTech Companies Challenges of Starting a Successful Tech Company in India FinTech in India, Market Differences and Data Privacy Concerns FinTech Trends, Embedded Finance, Digital Infrastructure, and Open Banking Benefits of Regulation in Fintech, Importance of Understanding Regulatory Agenda, and IPO Considerations for Indian Companies Indian Tech Companies' Listing Preferences and NASDAQ vs. Indian exchanges India's Startup Ecosystem, Growth Potential, Tailwinds, and Challenges Guest Links: Sandeep's LinkedIn Sandeep's Twitter/X QED's LinkedIn QED's Website The hosts of The Full Ratchet are Nick Moran and Nate Pierotti of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area. Want to keep up to date with The Full Ratchet? Follow us on social. You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter. Are you a founder looking for your next investor? Visit our free tool VC-Rank and we'll send a list of potential investors right to your inbox!

Había una vez un joven nacido en Argentina, que desde pequeño encontró en los negocios su vocación. Estudio Finanzas en la universidad de Wharton, para posteriormente hacer un MBA en Harvard.Inicia su carrera profesional en JP Morgan, seguido por un tiempo en Advent International. Posteriormente, fue CFO en International Meal Company, multinacional con cientos de restaurantes en Brasil, Estados Unidos, Panamá y Colombia para de ahí ser Director Financiero (CFO) de Dasa, la mayor empresa de medicina diagnóstica de América Latina y una de las principales operadoras hospitalarias en Brasil.De ahí, nuestro invitado decide tomar el rumbo de la educación y se convierte en socio y Managing Director de Lottus Education, una de las mayores plataformas de educación privada en América Latina, con más de 90 mil estudiantes.José Agote es hoy CEO y cofundador de Mattilda, una startup tecnológica con operaciones en México, Colombia y Ecuador. Mattilda es una plataforma tecnológica especializada en soluciones SaaS de gestión de cobranza, procesamiento de pagos y financiamiento para escuelas particulares. Surge en el año 2022 y a la fecha atiende a 150 escuelas y 80 mil alumnos en 3 países diferentes.Mattilda ha recaudado desde su fundación $53 millones de dólares con inversionistas como: FinTech Collective, DILA Capital, QED Investors y Addem Capital, entre otros.Tres puntos principales del episodio con José Agote, CEO de Mattilda:* El desafío de la cobranza en el sector educativo: José Agote destacó cómo el proceso de cobranza en las escuelas privadas es crucial para la viabilidad de estas instituciones. Explicó que la falta de sistemas adecuados y la complejidad inherente a la gestión de pagos en el sector educativo hacen que la cobranza sea un proceso tedioso y propenso a errores, lo que impacta directamente en la estabilidad financiera de las escuelas​.* La propuesta de valor de Mattilda: Mattilda ofrece una solución integral para la gestión de cobranza en escuelas, simplificando el proceso mediante tecnología avanzada. La plataforma automatiza la emisión de recordatorios de pago, facilita múltiples opciones de pago y concilia los pagos en tiempo real, lo que reduce significativamente la fricción para los usuarios y mejora la eficiencia operativa de las escuelas​.* La importancia de la validación y las alianzas estratégicas: José mencionó que uno de los mayores retos al iniciar Mattilda fue la validación del negocio y la construcción de confianza con las instituciones educativas. La alianza con Santillana fue un punto de inflexión que ayudó a legitimar la propuesta de Mattilda y a facilitar su entrada en el mercado​.* Blog / Newsletter: www.cuentoscorporativos.substack.com* Facebook: https://www.facebook.com/Cuentoscorporativos* Instagram: https://www.instagram.com/cuentos_corporativos/* X (Twitter): https://x.com/CuentosCorp* Email: adolfo@cuentoscorporativos.com#EdTech #InnovaciónEducativa #CobranzaDigital #GestiónEscolar #StartupsLatam #TransformaciónDigital #EducaciónPrivada #FintechEducativo #TecnologíaEnEducación #EmpresasDisruptivas This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit cuentoscorporativos.substack.com

Get first-party targeting with Brave's private ad platform: cookieless and future proof ad formats for all your business needs. Performance meets privacy. Head to ⁠https://brave.com/ads/⁠ and mention “Turpentine” when signing up for a 25% discount on your first campaign. Warp: Don't let payroll and compliance hold your startup back: visit ⁠https://joinwarp.com/peel⁠ to get started and receive a $1,000 gift card when you first run payroll. Frank Rotman is the Co-Founder and CIO of QED Investors, and before that helped start Capital One. Frank and I go deep on their founding stories, as well as one of QEDs first big winners, Nubank. Frank also gives us a crash course on fintech, lending businesses, and crypto use cases; his hot takes on the venture asset class as a whole, with lots of advice for emerging managers; plus a case study on how high valuations too early on are bad for a startup. Timestamps: (00:00) Intro (04:22) Starting Capital One in 1988 (07:04) Spinning out as an IPO (10:42) Starting QED in 2008 before Fintech was a category (20:51) Raising their first outside fund (22:03) Investing early in Nubank (25:11) Fintech opportunities in India (27:45) De-risk investing in new markets (29:55) How financial services have changed over the past 30 years (31:33) Inside a new Capital One credit card in the 90's (36:31) How most companies launched new cards in the 90's (39:46) The most profitable types of credit card customers (42:00) Mistakes founders make building credit businesses (48:33) Frank's “Three Body Framework” for VC (54:48) Losing strategies in VC (01:03:39) Unpacking why high valuations are bad for startups (01:16:20) Frank's journey in and out of crypto (01:24:23) Actual use cases for stable coins and NFTs (01:34:09) Unpacking the lending supply chain (01:41:44) The difference between Fundamentalist and Revolutionary investors Referenced: VCs Three Body Framework: https://cdn.prod.website-files.com/605db59b78445cf5ae548e49/628b9d826f9af3217c9807a2_Three-Body%20Problem_%20Finding%20the%20New%20Stable%20Points%20in%20Venture%20Capital.pdf The House Money Effect: https://x.com/fintechjunkie/status/1466217991532650496 Fundamentalist vs Revolutionary Investors: https://www.linkedin.com/posts/frank-rotman_there-has-been-and-always-will-be-two-competing-activity-7128137991654445057-NuXf/ Where to find Frank: Twitter: https://twitter.com/fintechjunkie LinkedIn: https://www.linkedin.com/in/frank-rotman/ Where to find Turner: Twitter: https://twitter.com/TurnerNovak LinkedIn: https://www.linkedin.com/in/turnernovak/ Newsletter: https://www.thespl.it/

Nick and Beezer sit down with Frank Rotman, a founding partner and CIO at QED Investors to talk about his early days as the chief credit officer of Capital One, the fundamental flaw in the way founders and investors have been funding startups, the purpose associates serve and how those associates can better their skills, and how VCs can avoid being left in the exhaust of larger firms. Learn more about Sapphire Partners: https://sapphireventures.com/sapphire-partners/ Learn more about Notation Capital: https://notation.vc/ Visit QED Investors' website: https://www.qedinvestors.com/ Read Frank Rotman's post on the Three Body Problem: https://www.qedinvestors.com/blog/the-three-body-problem-finding-the-new-stable-points-in-venture-capital

Highlights from this week's conversation include:Alex's experience as a VC turned LP (0:51)Insights into evaluating smaller funds (2:20)Characteristics of a good LP (6:44)Role of an LP as a sounding board (8:06)Constructing an LPAC (10:39)Continuing relationships with funds (12:15)Pitch to LPs for Slipstream Investors (14:17)Evaluating Emerging Managers (18:53)Sector-Focused Funds (24:05)Insider Segment: Navigating Venture Capital's Evolution (25:45)Diversification of Investment Opportunities (28:35)Future of Venture Capital (30:38)Fund Management and Responsibilities (34:45)Active Investing and Fund Sourcing (35:33)Optimal Time for Venture Investment (37:08)Final thoughts and takeaways (38:26)Alex Edelson is the Founder and General Partner of Slipstream Investors. Before starting Slipstream, he worked at QED Investors, a top fintech-focused venture capital firm with $4.3 billion in assets under management. Alex joined as Nigel Morris's Chief of Staff and became the Chief Operating Officer and General Counsel. He previously worked at a fintech startup and spent seven years practicing law. Alex holds a J.D. and B.A. from the University of Michigan. Learn more at www.slipstream investors.com.Sydecar.io is a frictionless deal execution platform for venture investors. Our platform handles back-office operations for venture investors, automating banking, compliance, contracts, and reporting so that customers can focus on making deals and building relationships. Learn more at www.sydecar.io.Swimming with Allocators is a podcast that dives into the intriguing world of Venture Capital from an LP (Limited Partner) perspective. Hosts Alexa Binns and Earnest Sweat are seasoned professionals who have donned various hats in the VC ecosystem. Each episode, we explore where the future opportunities lie in the VC landscape with insights from top LPs on their investment strategies and industry experts shedding light on emerging trends and technologies.The information provided on this podcast does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this podcast are for general informational purposes only.

This week's Espresso covers news from Nubank, Biologix, and more!Outline of this episode:[00:28] – ClicOH acquires Rayo[00:40] – Salvy raises $1.9M in a seed extension round[00:53] – NG.CASH lands a $12.5M Series A[01:08] – Aplazo lands $45M in Series B[01:26] – CRMBonus raises $78M in a Series B round[01:40] – Celes raises $3M in a round led by Femsa Ventures[01:55] – Worky secures $6M in Series A[02:09] – Magneto raises $7M seed round[02:23] – Foodtech Peruvian Veef lands $280k in pre-seed[02:40] – TransNetwork acquires Uruguayan fintech Inswitch[02:56] – Grupo Alpina to invest $2M in agrifood startups[03:05] – Latamlist Roundup May 1st – May 15thResources & people mentioned:Startups:  ClicOH, Rayo, Salvy, NG.CASH, Aplazo, Celes,  Worky, Magneto, CRMBonus, Peruvian Veef, TransNetwork, Inswitch VCs: monashees, QED Investors, Femsa Ventures, Atlantico, Alive Ventures, Pashin, Impact Ventures PSM, Latin Leap, BOND, Ahimsa Capital, Grupo Alpina, ABSeed

Frank Rotman of QED Investors joins Nick to discuss Lessons from Building the Iconic Firm QED, the History of Fintech, the Efficiency of Carbon Vs. Silicon Processing, and Decentralizations Role in the Future of Finance. In this episode we cover: Decentralization, and Stable Coins in Finance Financial Nihilism and Is Impact on Savings, Investing, and the Economy Megatrends, Including Aging Population, Climate Change, and GLP-1 Drugs Carbon-Based vs Silicon-Based Learning Machines, Strengths and Limitations Balancing Investor and Founder Needs Venture Capital's Role in Startup Growth and the Need for Innovation in the Industry Investing in Startups, Importance of Reserves, and Portfolio Construction Guest Links: LinkedIn X -  QED Investors X - Frank QED Investors The hosts of The Full Ratchet are Nick Moran and Nate Pierotti of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area. Want to keep up to date with The Full Ratchet? Follow us on social. You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter. Are you a founder looking for your next investor? Visit our free tool VC-Rank and we'll send a list of potential investors right to your inbox!

Alex Edelson is the Founder and General Partner of Slipstream Investors. Before starting Slipstream, he worked at QED Investors, a top fintech-focused venture capital firm with $4.3 billion in assets under management. Alex joined as Nigel Morris's Chief of Staff and became the Chief Operating Officer and General Counsel. He previously worked at a fintech startup and spent seven years practicing law. Alex holds a J.D. and B.A. from the University of Michigan.   You can learn more about: How LPs evaluate emerging managers How to build a successful VC fund Portfolio construction, thesis building, and fund strategy ===================== YouTube: @GraceGongCEO Newsletter: @SmartVenture LinkedIn: @GraceGong TikTok: @GraceGongCEO IG: @GraceGongCEO Twitter: @GraceGongGG ===================== Join the SVP fam with your host Grace Gong. In each episode, we are going to have conversations with some of the top investors, superstar founders, as well as well-known tech executives in silicon valley. We will have a coffee chat with them to learn their ways of thinking and actionable tips on how to build or invest in a successful company.

In recent years, we've seen home insurance premiums soar by historic amounts. Not only have prices gone up, but in some instances, we've seen national carriers simply announce that they're abandoning certain states. So, what's behind the mess? Why isn't competition causing markets to come into balance? What is the role of state insurance regulators? On this episode we speak with two guests who help us understand the problem. Amias Gerety is a partner at QED Investors, and a board member for the insurance company Kin. RJ Lehmann is the editor-in-chief for the International Center for Law & Economics. The two of them discuss insurance from both the financial side and the regulatory side. They explain where things have gone wrong and the prospects for market stabilization.See omnystudio.com/listener for privacy information.

Aidan Rushby is the co-founder and CEO of Carmoola, liberating the archaic, slow, and backward car finance market with a new, straightforward “neo car finance” product that is effortless to use and reduces the time taken to complete a car purchase from days to just minutes. Carmoola's exclusive proprietary technology and systems enable a streamlined process that provides buyers with a budget, generates a free history check on the car, and allows payment to be made both instantly online and at the showroom within just 60 seconds using a Carmoola virtual card for a seamless consumer experience. UK car finance fintech Carmoola [www.carmoola.co.uk]  has raised £140 in equity and debt facility from QED Investors, with participation from existing investors VentureFriends and InMotion Ventures, the investment arm of Jaguar Land Rover. It also includes a debt facility provided by Natwest and BCI, priming Carmoola for rapid growth in a lucrative market worth £120 billion in the UK alone.Where to find Aidan Rushby:• Website: Carmoola - Cruise Through Car Finance• LinkedIn (7) Aidan Rushby | LinkedInWhere to find Hadi Radwan:• Newsletter: Principles Friday | Hadi Radwan | Substack• LinkedIn: Hadi Radwan | LinkedInIf you like our podcast, please don't forget to subscribe and support us on your favorite podcast players. We also would appreciate your feedback and rating to reach more people.We recently launched our new newsletter, Principles Friday, where I share one principle that can help you in your life or business, one thought-provoking question, and one call to action toward that principle. Please subscribe Here.It is Free and Short (2min).

Frank Rotman, Chief Investment Officer at QED Investors, makes his triumphant return to the podcast to share his wisdom on all things lending. As the first Chief Credit Officer at Capital One (before this role officially existed), Frank has an incredibly rich and nuanced perspective on topics like cashflow underwriting, the value of traditional credit data vs alternative data, and payment protection insurance.   In this conversation, Frank and Alex break down the importance of distinguishing willingness to pay for a loan from the ability to pay for a loan when assessing creditworthiness and wax poetic about what possibilities fintech might be missing out on when it simplifies the credit building down to these two characteristics. And stay tuned because later, Alex asks Frank for his predictions for the future of fintech and financial services and Frank's answers are unlike any other predictions you've heard!    00:00:53 - From Lending to Writing: Frank's Journey 00:03:05 - The Nuance of Credit Underwriting 00:09:21 - Building Sophisticated Underwriting Models with Capital One 00:18:12 - Understanding Reg B: Equal Credit Opportunity Act Implementation 00:26:10 - Maximizing Accurate Pricing of Risk 00:29:49 - Why Companies Must Explain Declines 00:36:38 - The Unique Marvel of American Mortgages 00:49:10 - The Truth About Predatory Lending 00:55:18 - Innovating Credit and Insurance Delivery   Sign up for Alex's Fintech Takes newsletter for the latest insightful analysis on fintech trends, along with a heaping pile of pop culture references and copious footnotes. Every Monday and Thursday: https://workweek.com/brand/fintech-takes/   And for more exclusive insider content, don't forget to check out my YouTube page.   Follow Frank:  LinkedIn: https://www.linkedin.com/in/frank-rotman/   Follow Alex:  YouTube: https://www.youtube.com/channel/UCJgfH47QEwbQmkQlz1V9rQA/videos LinkedIn: https://www.linkedin.com/in/alexhjohnson Twitter: https://www.twitter.com/AlexH_Johnson  

Hello and welcome to the latest episode of The Leadership In Insurance Podcast, where this week our host Alex Bond is joined by Cyrus Karai, CEO and Founder of CoverForce. CoverForce's API offers access to leading P&C carriers, enabling instant business insurance quotes and a one-click purchase experience.They discuss their mission to strengthen independent agencies, wholesalers and corporates for closer relationships with their preferred carriers.Delve into their funding journey, gaining investment from QED Investors, the Penn Wharton Innovation Fund, NYCA Partners amongst others. And what CoverForce have in store for 2024. Be sure to listen to this one - it's a good one! This podcast was brought to you by FinPro - the leading executive search firm, for start up and scale up Insurtechs Hosted on Acast. See acast.com/privacy for more information.

¡Hola! Soy Jaime Sotomayor, conductor del podcast Innovación Sin Barreras.En este episodio, tuvimos el placer de conversar con Ana Cristina Gadala María de QED Investors. Junto a ella nos sumergimos en el mundo del Venture Capital y el sector fintech, descubriremos los diversos modelos de negocio que existen en esta industria y cómo el enfoque en las fintech está transformando el sector financiero.Un momento destacado de la entrevista fue cuando Ana Cristina nos cuenta la clave que diferencia a las startups exitosas, y es que es vital que sus founders se enamoren del problema y no de la solución. De esta forma, el abanico de oportunidades es infinito y no se cierra a un solo camino.Acompáñanos en este gran episodio de Innovación Sin Barreras, en el que estoy seguro podrás llevarte más de un aprendizaje.

We know, we know… Prediction episodes are so cliché. And somehow, experts have an incredible way of dramatically overestimating what we, as an industry, can accomplish in the next year while also dramatically underestimating what we can do in the next ten. So, let's reframe the way we do predictions; how about that? Frank Rotman, the Chief Investment Officer at QED Investors who dislikes end-of-year predictions with all of his heart, gamely gives Alex his 10-year estimate of what the fintech landscape will look like… and can we just say — his answers are absolute dynamite! He maps out what rapidly progressing AI capabilities mean for the stock market, why financial institutions will be forced to completely restructure their costs, and how the intrabank settlement process will, at long last, be modernized.  And one last, final prediction? This episode will age like a glass of fine wine. Hopefully.   Sign up for Alex's Fintech Takes newsletter for the latest insightful analysis on fintech trends, along with a heaping pile of pop culture references and copious footnotes. Every Monday and Thursday: https://workweek.com/brand/fintech-takes/ And for more exclusive insider content, don't forget to check out my YouTube page.   Follow Frank:  LinkedIn: https://www.linkedin.com/in/frank-rotman/   Follow Alex:  YouTube: https://www.youtube.com/channel/UCJgfH47QEwbQmkQlz1V9rQA/videos LinkedIn: https://www.linkedin.com/in/alexhjohnson Twitter: https://www.twitter.com/AlexH_Johnson

In this week's Espresso, we cover news from Globant, Clara, Moonflow, and more!Outline of this episode:[00:27] – NXTP closes $98M fund[00:36] – Mobbex partners with Binance in Argentina[00:44] – Konsi raises $613K Seed round[00:56] – Globant acquires GUT[01:08] – DiiMO raises $1.2M Pre-Series A[01:20] – Clara launches a digital account for companies in Brazil[01:27] – Moonflow raises $700K Pre-Seed round[01:41] – Webull acquires Flink[01:53] – Zubale raises $25M in funding[02:08] – Colaboramed secures a $1M investment Resources & people mentioned:Startups: Mobbex, Binance, Konsi, Globant, DiiMO, Clara, Moonflow, Webull, Flink, Zubale, U-Payments.VCs: NXTP, Valutia, Endless Ventures, HAguila Investments, QED Investors.Companies and institutions: GUT

Capital One is such an iconic brand that it is hard to imagine a time before it. But when Nigel Morris co-founded the business in 1994, it was wildly innovative—from the products it introduced to the market (like secured credit cards) to a data-driven approach to customer segmentation to an emphasis on team culture. Today, Capital One is one of the largest retail banks in the United States, serving more than 100 million customers across a diverse set of businesses. Nigel's career didn't stop there: he went on to start QED Investors, a fintech venture capital platform that has invested in companies like Credit Karma, Nubank, and Klarna. Nigel shares why Capital One's early success came down to rapid execution, why restlessness is a positive trait for founders, and how one interesting use case of AI is powering one-to-one marketing.

In this week's Espresso, we cover news from Kavak, GoPass, Able-On, and more!Outline of this episode:[00:28] – Monuv secures $1.7M funding[00:37] – Kuna launches loan platform for new and used cars in Mexico[00:48] – Finkargo raises $20M in series A round[00:58] – Jobecam raises $408K from IBD Lab [01:09] – Paytech Handy partners with Banco Itaú in Uruguay[01:19] – Argentinian healthtech Extendeal raises $7.5M[01:26] – Able-On receives $7.25M to include AI in the logistics chain[01:43] – Kavak to cease operations in Peru and Colombia in 2024[01:57] – Galactic Holdings raises $6.25M in Series A round.[02:15] – Creze secures $5.7M credit facility from BBVA Spark[02:24] – Loads raises $2M in seed round[02:34] – Chilean Proptech Legria secured $3M [02:46] – Logistics startup Teclogi raises $4.6M [03:00] – GoPass secures $15M to digitize toll booth and parking payments in ColombiaResources & people mentioned:Startups: Monuv, Kuna, Finkargo, Jobecam, Itaú, Handy, Extendeal, Able-On, Kavak, Galactic Holdings, Creze, Loads, Teclogi, GoPassVCs: Indicator Capital,Invest Tech, QED investors, IDB Lab, ITA Frotas, Galaxy Interactive, DragonFly, BBVA Spark, Nazca. Canary, Alaya Capital, Ameris Capital, Acumen Latam Impact Ventures, Kaszek Ventures

In a recent interview, we had the privilege of delving into the remarkable journey of Daniel Macklin, an accomplished entrepreneur whose path led him from the world of banking to the forefront of fintech innovation. His latest, Venture, has attracted funding from top-tier investors like Fenway Summer Ventures, Greycroft, QED Investors and General Catalyst.

In this week's Espresso, we cover news from Sinapse, Paymentology, Remessa Online, and more!Outline of this episode:[00:28] – Sinapse acquires UpTick[00:38] – Evsy launches new collaborative features on its app[00:55] – Paymentology partners with Nelo[01:08] – Attom Capital launches[01:23] – Kapital acquires Banco Autofin[01:39] – Eurofarma launches new CVC arm[01:51] – Nagro raises $49M investment[02:04] – Sumer acquires Preki[02:17] – Belvo and Mibanco teams up[02:32] – Monnet Payments partners with Yuno[02:47] – Mottu secures $50M funding[03:01] – Mission Brazil raises $1.3M[03:14] – PagBank launches new mobile payment solution[03:28] – Remessa Online launches new digital account in Brazil[03:42] – Arcus gains CNBV authorization[03:57] – Acústica Marina introduces marine monitoring system to Peru[04:09] – Daki raises $50M Series D roundResources & people mentioned:Startups: Sinapse, Uptick, Evsy, Paymentology, Nelo, Nagro, Sumer, Preki, Belvo, Monnet Payments, Yuno, Mottu, Mission Brazil, PagBank, Remessa Online, Arcus, Kapital, Bank Autofin Acústica Marina, Daki.VCs: Attom Capital, Eurofarma, Kinea Ventures, Oasis Ventures, Bicycle Capital, QED Investors, Domo Invest, Headline Brasil, Convivialité Ventures.

In This Episode John Pitts, head of Policy at Plaid, and Jason Henrichs were recently talking about open finance and the Interagency Guidance on Third Party Due Diligence -- no doubt these are hot topics in your house like they are in ours -- and the idea to record some Hot Takes  came to life. In the time it took to ship out Breaking Banks hot sauce, the Federal Reserve Bank decided to do its own hot take and create a supervision program for “Novel Activities.” Jonah Crane, partner at Klaros Group, former regulator in residence at the Fintech Innovation Lab and longtime regulator at the US Department of Treasury joined in on the fun and Dara Tarkowsi, partner at Actuate Law and host of Provoke.fm's Tech on Reg podcast accepted the challenge to co-host with Jason for the first half. Then, if that wasn't hot enough, in the second half, Frank Rotman, co-founder of QED Investors, 5x Forbes Midas Touch investor and Jason talk about building in the upcycle vs. building in the now cycle. Frank brings the heat and great insights! https://youtu.be/hHK1Ey_v7OA

Sam Lessin is a Co-Founder and Partner @ Slow Ventures with a portfolio including the likes of Airtable, Robinhood, Slack, Solana, PillPack and many more unicorn companies. Prior to Slow, Sam was a VP Product at Facebook having sold his company to Meta. Frank Rotman is a founding partner of QED Investors, one of the leading fintech-focused venture firms investing today with a portfolio including the likes of Klarna, Kavak, Quinto Andar, Credit Karma and more. As for Frank, prior to QED, Frank was one of the earliest analysts hired into Capital One and spent almost 13 years there helping build many of the company's business units and operational areas.  Jason Lemkin is the Founder @ SaaStr one of the best-performing early-stage venture funds focused on SaaS. In the past, Jason has led investments in Algolia, Pipedrive, Salesloft, TalkDesk, and RevenueCat to name a few. Prior to SaaStr, Jason was an entrepreneur, selling EchoSign to Adobe for $100M where it is now a $250M ARR product. In Today's Discussion on Why Seed is Broken We Discuss: 1. The Seed Model Was Broken and What Comes Now: Why does Sam Lessin believe the model for seed of a "factory line" was broken? What does he believe will replace it? Why does Jason Lemkin argue that this might not be the case for SaaS and enterprise? 2. Round Construction: YC, Multi-Stage Funds and Party Rounds: Why does Sam Lessin believe we have seen the end of party rounds? Why does Jason Lemkin disagree and we will see more than ever? Why does Sam Lessin believe the factory model of YC churning out companies is over? Where does Jason Lemkin believe the value lies in the YC model? Will the multi-stage funds remain in seed? How has their entrance and deployment changed the seed market? 3. VC Value Add at Seed: Is it BS? Why does Jason believe all talent arms in venture firms have failed? Why does Sam believe that no VCs provide value? Do the best founders really need help? Why do Jason and Sam disagree? 4. What Happens Now: Why does Jason believe that every manager can write off their fund from 2021? Who will be the winners in seed in the next 10 years? Why does Sam believe if you want to bet on AI, just bet on Meta or Microsoft? What will happen to the many companies with no PMF but 10 years of runway?

In the latest strand of Fintech Insider, in association with Visa, we're taking a burning question from financial services across the globe - and really putting it under the microscope with explainers, expert panels, and in-depth interviews all to bring the global community into focus. In this episode, David Barton-Grimley sat down with Adams Conrad, Principal, QED Investors to delve into the challenges for venture capitalists in the current market, as well as the incredible stress test the industry is under. Join us to hear about QED's approach to finding businesses to invest in, and the what is currently most attractive in the US fintech market. This episode is sponsored by Visa Visa's Fintech Fast Track program is streamlining the onboarding process for fintechs – enabling them to gain access to Visa's powerful capabilities and network. Visa and their enablement partners help fintechs launch and scale cards, virtual credentials, and disbursement programs. To learn more visit, partner.visa.com (https://partner.visa.com/) Fintech Insider by 11:FS is a podcast dedicated to all things fintech, banking, technology and financial services. It's hosted by a rotation of 11:FS experts including David M. Brear, Ross Gallagher, Benjamin Ensor, and Kate Moody - as well as a range of brilliant guests. We cover the latest global news, bring you interviews from industry experts or take a deep dive into subject matters such as APIs, AI or digital banking. If you enjoyed this episode, don't forget to subscribe and please leave a review Follow us on Twitter: @fintechinsiders where you can ask the hosts questions, or email podcasts@11fs.com! Special Guests: Adams Conrad and David Rolf.

One of the biggest factors in whether you receive outsized returns as a VC is how your portfolio is constructed. A single investment can create outsized returns which can be lost if your portfolio construction is flawed. Our guest today is Alex Edelson, Founder and GP of Slipstream Investors, a noted and up-and-coming Fund of Funds who has done a lot of work in Portfolio Construction. We get his take and talk about his experiences in Venture and his thoughts on the current market conditions.We also welcome back to the Tank, John Ruffolo of Maverix PE, to discuss the latest tech news and headlines across the venture ecosystem.About Alex Edelson:Alex is the Founder and General Partner of Slipstream Investors. Before starting Slipstream, he worked at QED Investors, a top fintech-focused venture capital firm with $3+ billion in assets under management. Alex joined as Nigel Morris's Chief of Staff and became the Chief Operating Officer and General Counsel. He previously worked at a fintech startup and spent seven years practicing law. Alex holds a J.D. and B.A. from the University of Michigan.In this episode we discuss:(00:00:59) News roundup with John Ruffolo(00:23:56) Alex Edelson's journey into Venture Capital(00:25:48) Working as a Chief of Staff at QED Investors(00:26:57) Being mentored by Frank Rotman and the QED Team(00:33:54) The importance of providing context to a no over pure speed(00:34:50) Why he decided to start investing on his own(00:39:41) Early LPs that backed his vision(00:40:52) How his investing thesis evolved after the initial conversations with his LPs(00:42:18) The importance of seeing a lot of deals before investing(00:43:26) Setting clear expectations with companies at what stage you are at in your cycle(00:44:45) What Alex looks for to consider a deal a win(00:48:31) How Alex mitigates risk with diversification and other strategies(00:50:24) Why every round of financing is an opportunity to buy or sell(00:52:19) The benefits of having early liquidity(00:54:07) Redflags that can scare LPs from emerging managers(00:59:36) How the current market is affecting his strategy(01:00:44) Trends he is seeing in the market(01:02:21) Best career advice he's receivedFast Favorites*

In this week's Espresso, we cover investment updates from VIOO, SCAPE, Fivvy, Ceibo, Asaas, and Motrix. Plus, we talk about the new funds launched by QED Investors and Bicycle Capital.OUTLINE OF THIS EPISODE:[00:28] – Bicycle Capital announced the launch of a $500M fund.[00:42] – VIOO raised a $1M Seed round.[00:58] – SCAPE raised $1.3M in an over-subscribed round.[01:12] – Fivvy raised a $4M round from Global Ventures.[01:23] – QED Investors raised nearly $1B for two new funds.[01:37] – Ceibo announced a $30M Series B funding.[01:51] – Asaas secured an additional $20.9M in funding.[02:08] – Motrix received a contribution of $2.9M.[02:22] – Crossing Borders: Luis Rubén Chávez: Helping Mexicans build their financial healthRESOURCES & PEOPLE MENTIONED:Startups: VIOO, SCAPE, Fivvy, Ceibo, Asaas, and MotrixVCs and Investors: Claure Group, Mubadala Investment Company, Bicycle Capital, Wollef, Kima Ventures, 500 LATAM, Colectivo Jaguara, Global Ventures, QED Investors, Energy Impact Partners, and Grupo ÁgathosPeople: Luis Rubén Chávez

When I first heard that QED Investors and BCG were putting together a report on the future of fintech I knew it was going to be good. I was not wrong. Never before have we seen an in-depth and rigorous analysis of where the industry is today and more importantly where we are headed.The report is titled Global Fintech 2023: Reimagining the Future of Finance, and it provides a level of optimism that has been missing in fintech for the past 12-18 months. But this is not blind optimism, it is based on data and research, both qualitative and quantitative. The finished product is a seminal report that has been the talk of the industry for the last month and a half.My next guests on the Fintech One-on-One podcast are Nigel Morris, the Co-Founder and Managing Partner at QED Investors and Rishi Varma, Managing Director and Senior Partner at the Boston Consulting Group. Nigel gave a presentation on this report at the recent Fintech Nexus USA event (video here) but in this interview, we delve deeply into the genesis of the report, some of its key findings, and what it means for the industry.In this podcast you will learn:Why QED and BCG decided to come together to produce this report.The size of the financial services industry globally and fintech's part in it.The methodology they used to arrive at these global revenue numbers.A chronicle of the last three years in fintech.Where we are at today with equity funding in fintech by stage of company.The growth of fintech globally over the next 7 years and where this growth will come from.The eye-popping size that fintech is expected to be in 2030.What verticals within fintech will see the most growth.Why embracing financial inclusion has enormous potential.How and when will fintech become as profitable as the incumbents.The biggest risks to the growth of fintech.What is most exciting about the future of fintech.Connect with Nigel on LinkedInConnect with Rishi on LinkedInConnect with QED on LinkedInConnect with BCG on LinkedInConnect with Fintech One-on-One: Tweet me @PeterRenton Connect with me on LinkedIn Find previous Fintech One-on-One episodes

Now on his second startup, Aidan Rushby has raised over $100M to help transform the experience of financing your next car. His new venture, Carmoola, has attracted funding from top-tier investors like QED Investors, VentureFriends, InMotion Ventures, and NatWest.

Rishabh Jain is the founder of Fermat, a platform that provides the tooling and the network to enable distributed commerce.  It helps brands embed shopping experiences in influencer content, so an influencer's audience has a native, engaging shopping experience. Fermat lets them effectively share their products with influencers to create shopping experiences. Specifically, brands can license products based on the partner, create unique payout structures per partner, and have closed loop attribution on each partner's impressions and sales. Fermat raised to date $12 million from Greylock and QED Investors, with participation from Courtside Ventures. If you like our podcast, please don't forget to subscribe and support us on your favorite podcast players. We also would appreciate your feedback and rating to reach more people.We recently launched our new newsletter, Principles Friday, where I share one principle that can help you in your life or business, one thought-provoking question, and one call to action toward that principle. Please subscribe Here.It is Free and Short (2min).

Alex Edelson, founder and general partner at Slipstream Investors, shares his journey as a limited partner and recounts the genesis of Slipstream. He talks about the importance of evaluating VCs based on their portfolio construction, unique strengths, and feedback from founders, and highlights lessons from common mistakes emerging managers do.In this episode, you'll learn:[6:32] 3 key characteristics of emerging managers that LPs compete for[10:56] What the best LPs do to remain top of mind of fund managers[16:18] Lessons from common VC mistakesThe non-profit organization that Alex is passionate about: Bridge Funding GlobalAbout Guest SpeakerAlex Edelson is the Founder and General Partner at Slipstream Investors. Before starting Slipstream, Alex was the Chief Operating Officer and General Counsel at QED Investors and Nigel Morris's Chief of Staff.About Slipstream InvestorsSlipstream Investors is a DC-based VC fund of funds that invests in pre-seed and seed funds, many of which are emerging managers, and in their breakout portfolio companies.Subscribe to our podcast and stay tuned for our next episode. Follow Us:  Twitter | Linkedin | Instagram | Facebook

Tarang Gupta hosts Pushkar Mukewar, CEO and Co-Founder of Drip Capital. Drip Capital is a California and India-based fintech company, focused on solving the working capital problem for SME exporters using tech. In this episode you will hear about: - Working capital challenges that SMEs face - Differences in how financial services operate across the globe - Starting up in emerging markets - Value that an MBA added to Pushkar's startup ambitions And much more! About Pushkar Mukewar Pushkar is the Co-Founder and CEO of Drip Capital. In his 13-year career, Pushkar has worked across various geographies and has an in-depth understanding of the global financial services industry. Prior to starting Drip Capital, Pushkar was a venture capitalist at Saama Capital and was involved with several high-growth start-ups in India. He has also been a Consultant with Oliver Wyman and started his career at Capital One, developing credit risk analytics for the subprime consumer loans business. Pushkar holds an MBA degree from The Wharton School and an MS degree from the Georgia Institute of Technology. About Drip Capital Founded in 2015, Drip Capital is on a mission to make global trade easy and accessible for small businesses. Drip is using technology to re-build core parts of the international trade finance infrastructure and make the underwriting and financing of international B2B transactions seamless for small businesses. Special Announcement The 3rd Annual Wharton Fintech Conference scheduled for March 30 and 31, 2023. This year's lineup includes speakers from Greycroft, QED Investors, Ribbit, Visa, PayPal, Chime, Ripple, and more. Go to www.whartonfintechconference.com to get tickets! For more FinTech insights, follow us on WFT Medium: medium.com/wharton-fintech WFT Twitter: twitter.com/whartonfintech WFT Instagram: instagram.com/whartonfintech Tarang's Twitter: twitter.com/tg_tarang Tarang's LinkedIn: linkedin.com/in/taranggupta100

Tarang Gupta hosts Dee Choubey, CEO and Founder of MoneyLion. MoneyLion is an all-in-one finance app that gives consumers access to a comprehensive suite of products and personalized advice, making it more engaging to bank, borrow, save, invest, and grow. In this episode you will hear about: - Building a culture of innovation within an organization - How to be successful in B2C vs B2B fintech - Challenges of taking a fast growing private company public - Why starting up is easier than it was a decade ago - Where does crypto fit in consumer finance And much more! About Dee Choubey Dee Choubey is the Co-Founder and CEO of MoneyLion. Prior to starting MoneyLion, Dee was an investment banker and had worked at Barclays, Goldman Sachs, and Citigroup; he also served as a Vice President at Citadel Securities. Dee holds a BA in Economics with Honors from the University of Chicago. About MoneyLion Founded in 2013, MoneyLion is a public company on a mission to rewire the American banking system to make money more approachable and to give consumers a more accessible and sustainable path to their goals. Special Announcement The 3rd Annual Wharton Fintech Conference scheduled for March 30 and 31, 2023. This year's lineup includes speakers from Greycroft, QED Investors, Ribbit, Visa, PayPal, Chime, Ripple, and more. Go to www.whartonfintechconference.com to get tickets! For more FinTech insights, follow us on WFT Medium: medium.com/wharton-fintech WFT Twitter: twitter.com/whartonfintech WFT Instagram: instagram.com/whartonfintech Tarang's Twitter: twitter.com/tg_tarang Tarang's LinkedIn: linkedin.com/in/taranggupta100

Sasha Orloff built his first two companies at the same time. Now he's helping other founders figure out the financial puzzle they face on the startup journey. His latest venture, Mission Lane, has raised funding from top-tier investors like Oaktree Capital Management, Gramercy Ventures, QED Investors, and Goldman Sachs.

Lauren Morton from QED Investors leads our SCMF keynote speech, explaining how shifting market conditions have changed the fund's approach to investing both domestically and in emerging markets like Latin America. She is joined by FreightWaves Reporter Kaylee Nix.Follow FreightWaves PodcastsJoin Supply Chain Meets FinTech 2023 Summit

Kailee Costello hosts Caesar Sengupta, CEO and Co-Founder of Arta Finance. Arta is a digital family office that offers proprietary AI-Managed Portfolios and gives customers access to alternative asset investments such as private equity and real estate. In this episode you will hear about: - Arta's mission to give more people access to the ‘financial superpowers of the rich' and how Arta's technology differs from other robo-advice and AI/ML personal finance offers - Trust and transparency in financial investing - Caesar'stransition from being a leader at a large tech company to founding a startup, and his advice for anyone looking to start a FinTech company - Arta's recent acquisition of Money Minx - Trends impacting the personal finance sector - Challenges and learnings from Ceasar's experience leading Google Pay - And much more! About Caesar Sengupta Caesar Sengupta is the co-founder and CEO of Arta Finance. Prior to Arta, Caesar was at Google, where he was the VP & GM of Payments & the Next Billion Users initiative. He led Google Pay, which went from 0 to over 175 million users in 5 years. He earned an MBA from the Wharton School and an MS in Computer Science from Stanford University. About Arta Finance Arta Finance is a digital family office that offers proprietary AI-Managed Portfolios and gives customers access to alternative asset investments such as private equity and real estate. Arta raised $90M Series A at the end of 2022. Special Announcement The 3rd Annual Wharton Fintech Conference scheduled for March 30 and 31, 2023. This year's lineup includes speakers from Greycroft, QED Investors, Ribbit, Visa, PayPal, Chime, Ripple, and more. Go to www.whartonfintechconference.com to get tickets! For more FinTech insights, follow us on WFT Medium: medium.com/wharton-fintech WFT Twitter: twitter.com/whartonfintech WFT Instagram: instagram.com/whartonfintech Kailee's Twitter: @KaileeCostello_ Kailee's LinkedIn: https://www.linkedin.com/in/kaileecostello/

Tarang Gupta hosts Neal Desai, CEO & Co-founder of Kafene, a fintech company helping consumers with affordable lease-to-own options for furniture, appliances, electronics, tires, and more. In this episode you will hear about - What is lease-to-own (LTO) and how it is different from the BNPL model - Challenges of disrupting and modernizing a legacy industry - Difference between financing companies holding risk on balance sheets vs those that operate as a marketplace - Not letting fear dictate one's decision making process - Value that an MBA added to Neal's entrepreneurial journey And much more! About Neal Desai Neal Desai is the Co-Founder and CEO of Kafene. Before Kafene, Neal was the CFO at Octane Lending, a fintech unicorn. Neal also has almost 15 years of experience as a portfolio manager and a trader at companies like Alpine Partners, Summit Securities, and Merrill Lynch. Neal holds an MBA from the Wharton School and a B.A. from Princeton University. About Kafene Kafene is a Series B fintech startup that is a point-of-sale payment partner and underwriting technology platform helping retailers offer flexible lease-to-own (LTO) purchase options for prime and nonprime consumers. Special Announcement The 3rd Annual Wharton Fintech Conference scheduled for March 30 and 31, 2023. This year's lineup includes speakers from Greycroft, QED Investors, Ribbit, Visa, PayPal, Chime, Ripple, and more. Go to www.whartonfintechconference.com to get tickets! For more FinTech insights, follow us on WFT Medium: medium.com/wharton-fintech WFT Twitter: twitter.com/whartonfintech WFT Instagram: instagram.com/whartonfintech Tarang's Twitter: twitter.com/tg_tarang Tarang's LinkedIn: linkedin.com/in/taranggupta100

Chris Dean has taken several companies through successful exits. Now he's working on his biggest project yet. One which has already attracted tens of millions of dollars in investment, and moves billions of dollars each month. The startup, Treasury Prime, has interested investors like The Banc Capital, Invicta Growth, Deciens Capital, and QED Investors.