Podcasts about quovo

Liquidity for investing in Venture Capital has been a recurring topic lately. Outsized rewards from investing in early-stage companies come when you hold until an IPO or other liquidity event. But life happens and that sometimes requires LPs to sell early and as more retail investors look into becoming Venture Investors, new ways to find liquidity will become the norm.Our guest today is an expert in secondary markets for LPs, a friend of the Pod Jeff Leathers, Co-Founder and CEO of Tap, a platform designed to help facilitate secondary market sales for LP stakes in PE and Venture Capital funds.About Jeff Leathers:Jeff Leathers is the Co-Founder and CEO of Tap. Before Tap, Jeff started and led the SPV and Fund Formations businesses at Carta. He previously held Product roles at fintech companies, including Quovo (acquired by Plaid) and Bloomberg. He received his MBA from Wharton.In this episode we discuss:(01:42) Jeff's career and journey to Co-Founding Tap(04:03) Problems he helped GPs and LPs solve while at Carta(06:23) Why he went out and founded Tap(08:21) Differences between LP secondaries and direct secondaries(10:14) Why the time is right for more secondary markets for LPs(11:55) Problems that can occur in secondary markets(14:17) Why GPs can be resistant to secondary markets(15:29) How Tap's approach is different in the market(17:56) What are stapled transactions(18:37) Defining industry terms like tender offers, continuation, and vehicles(21:45) Making sure deals comply with regulations(23:58) What Jeff is seeing in the market right now(26:47) What's driving the secondary market(27:45) The biggest challenges for Tap and secondary markets(30:21) What secondary buyers are looking for(34:22) The role of technology in secondary markets(37:15) Tap's business model(39:40) Advice to LPs and GPs looking at the secondary market(41:03) Jeff's vision for the secondary market's futureFast Favorites:*

Welcome to The Heidrick & Struggles Leadership Podcast. In this new series of podcasts, “Crypto leadership & talent: Evolution of the control functions,” Heidrick & Struggles will be sitting down with leaders in crypto and digital assets to explore the current environment, the evolution of control and governance functions in these areas, expectations for the future, and what they have learned from their work in these areas. In this episode, Heidrick & Struggles' David Richardson and Julian Ha speak to Matthew Homer, a venture investor and advisor to crypto founders and managing member of venture capital firm The Department of XYZ. Homer is also the former executive director, superintendent research and innovation at the New York State Department of Financial Services, and the former head of policy and research at Quovo. Homer shares what it was like moving from his government job into the venture world and his perspective on how to work with and build teams in this evolving industry, particularly regarding what skills and capabilities he thinks are most needed in leaders. He also shares the key piece of advice he offers leaders on their development goals and objectives. In turn, Ha and Shaul discuss what they are seeing organizations and leaders do to help onboard talent from outside the industry. Hosted on Acast. See acast.com/privacy for more information.

Available on Spotify, Apple, and anywhere else you listen to podcasts!Timestamps:Intro‘Fin-techionary' of the Week: Venture Capital (1.14)News (1.56)Interview with Sasha Pilch about their experience and current work at Fin Capital (4.30)Quick Fire Questions with Sasha (31.28)Signals: Who gets to regulate crypto? by Sophie Vo (39.10)Upcoming Events (40:52)Transcript:Hey FinTech friends!My name is Helen Femi Williams, and I'm your host of the Hey Fintech friends podcast, brought to you by This Week In Fintech. So let's talk about the structure of this podcast. First, we're gonna go through the news. And if you subscribe to The This Week in Fintech newsletter, you're in luck because this is the audio version. Secondly, we'll go through the fintechtionary, then we're going to have a chat with this week's friend Sasha Pilch. And lastly, I'll tell you a bit about the signals article who gets to regulate crypto by Sophie Oh, and before we move on, how can I not mention events!I'm going to go through some of the global fintech events, conferences, and places that you need to know about that happening in the next two weeks. So listen up for that, too. Fin-techionaryThis weeks, ‘fintechtionary', which is our dictionary definition of a fintechy word is:Venture Capital According to Investopedia  Venture capital (VC) is a form of private equity and a type of financing that investors provide to startup companies and small businesses that are believed to have long-term growth potential. Venture capital generally comes from well-off investors, investment banks, and any other financial institutions.However, it does not always take a monetary form; it can also be provided in the form of technical or managerial expertise. Venture capital is typically allocated to small companies with exceptional growth potential or to companies that have grown quickly and appear poised to continue to expand.But first this week in Fintech

Anirudh Singh sits down with Aaron Schumm, Founder and CEO of Vestwell. In this episode they discuss: - Aaron's first company, FolioDynamix - Launching Vestwell 6 days after selling FolioDynamix - The small business retirement landscape in the U.S. And much more! Aaron Schumm: Aaron is the founder & CEO of Vestwell, the engine powering modern-day workplace savings and investing programs, such as 401(k) and 403(b) plans. Our cloud-based digital recordkeeping platform provides the underlying architecture to support financial services and payroll partners, who are rapidly working to serve the 30M small businesses in the country. Prior to founding Vestwell, Aaron co-founded FolioDynamix, a wealth management fintech platform. At FolioDynamix, Aaron oversaw the strategy, revenue, marketing, customers and product development. FolioDynamix was acquired by Envestnet (NYSE: ENV). Outside of Vestwell, Aaron has served on the board of directors and the advisory board for several fintech companies, including Quovo (acquired by Plaid), Vestorly, OfColor, and Chalice Financial Network. Aaron holds a B.S. degree in finance from the University of Illinois, Urbana-Champaign and an M.B.A. degree from Duke University's Fuqua School of Business. He was included in InvestmentNews' 40 Under 40 and WealthManagement.com's "10 to Watch." For more FinTech insights, follow us below: Medium: medium.com/wharton-fintech LinkedIn: www.linkedin.com/company/wharton-fintech-club/ WFT Twitter: twitter.com/whartonfintech Anirudh's Twitter: twitter.com/avsingh_24

Gabriela Ariana Campoverde sits down with Michelle Tran and Sasha Pilch, co-founders of NYC Fintech Women, an organization which promotes gender equality through diversity in the fintech community. Founded in 2017, NYC Fintech Women connects, promotes and empowers women in their professional advancement in the fintech industry. Today, they have over 7,000 members across startups, traditional finance and VCs. They host monthly events in collaboration with fintechs such as Adyen, Stash, and Plaid as well as institutional enterprises such as Deutsche Bank, Google, Shearman & Sterling, and Silicon Valley Bank. Over the past year, NYC Fintech Women expanded its reach by building an online platform to reach out to members nationwide with educational and networking opportunities. Most recently, they also launched Talk of Her Town, a podcast which features inspiring women in fintech. In this episode we discuss: - What motivated Michelle and Sasha to grow this network - NYC Fintech Women's humble beginnings - Michelle and Sasha's careers in fintech - Opinions on what's hot and exciting in fintech today - What's next for NYC Fintech Women - And much more! Michelle Tran Michelle Tran is a Co-Founder of NYC Fintech Women. When she is not managing NYC Fintech Women, Michelle is an advisor for Harness Wealth, a wealth tech platform for individuals with complex financial situations to gain access to a curated network of industry-leading financial advisors, CPA, and trust & estate attorneys. She is also a founding member of Dreamers // Doers, a highly curated, female-focused collaboration and co-mentorship community, consisting of an ever-growing powerful network of entrepreneurs, investors, and advisors. She is a graduate of the University of California, Santa Cruz where she studied Politics and Economics. She also holds a Certificate of International Business from the University of Cambridge. Michelle currently resides in San Francisco. To follow her on Twitter visit twitter.com/fintechmichelle. Sasha Pilch Sasha Pilch is a Co-Founder of NYC Fintech Women. Aside from managing NYC Fintech Women, Sasha is the Sales Lead at Pinwheel, a NYC VC-backed startup company, building the infrastructure that will power the future of finance. She has worked in Sales in multiple start-up companies, including Ramp, Plaid, and Quovo. Sasha also has international work experience, having worked in the United Kingdom and Australia in banks including Citi, Commonwealth Bank, and the Royal Bank of Scotland. She is a graduate of the University of Technology, Sydney where she studied Management and Marketing. Sasha currently resides in New York. To follow her on Twitter visit twitter.com/sashafintech. About NYC Fintech Women NYC Fintech Women connects, promotes and empowers women in their professional advancement in the fintech industry. For additional information on NYC Fintech Women, please visit nycfintechwomen.com | Twitter: twitter.com/nycfintechwomen For more FinTech insights, follow us below: Medium: medium.com/wharton-fintech WFT Twitter: twitter.com/whartonfintech Gabriela's Twitter: twitter.com/byGabyC Gabriela's LinkedIn: linkedin.com/in/gcampoverde

Lauren Crossett is the head of commercial for Pinwheel. She is also the former wealth lead at Plaid and the head of fintech at Quovo.

Welcome to the Tearsheet Podcast. I’m Zack Miller. Data aggregation and connectivity firm Plaid recently announced Exchange, its open finance platform that allows banks and other financial institutions to share their customers’ data via a single API integration. As the public requires more forms of integration with the fintech apps they use, banks are looking for secure solutions. And for banks that may not have the in-house chops to stand up an API, Exchange enables them to get to market cheaper and quicker. Plaid’s Niko Karvounis joins me on the podcast today. The product lead for Plaid’s institutional products, Niko was also co-founder of Quovo, which Plaid acquired. He shares his vision for Exchange and how financial institutions are moving to service their customers’ needs for connectivity. DataDay is the first-of-its-kind conference on financial data. Consumer data, data ecosystems, and data aggregation is changing the face of modern financial services. Join top speakers from Plaid, Wells Fargo, Fiserv, MX, Stash, and more. Secure your spot at tearsheet.co/dataday-conference-2020

Visa announced today that it is buying financial services API startup Plaid for $5.3 billion. Plaid develops financial services APIs. It is akin to what Stripe does for payments, but instead of facilitating payments, it helps developers share banking and other financial information more easily. It's the kind of service that makes sense for a company like Visa. The startup bought Quovo two years ago to move beyond just banking, and into broader financial services and investments.

Welcome to the Tearsheet Podcast. I’m Zack Miller. We’ve been covering the data aggregation industry because it’s our contention that getting this right is one of the underpinnings of modern finance. Sharing clean data between banks and apps may be somewhat of a boring business but it’s an important one. Plaid recently launched Liabilities, a product that gives PFMs and student loan providers and refinancers access to the liabilities side of their potential clients’ balance sheets. This is a very active area of fintech and this should help to propel things forward. Plaid’s Lowell Putnam joins us on the podcast to talk about the new product and how clients are using it in their applications. Lowell was also the founder of Quovo, a data agg competitor with strength in the investment industry, that Plaid acquired earlier in 2019. He talks about the combined entity and provides some insight into the product roadmap the company plans to execute on. Lowell Putnam is my guest on the Tearsheet Podcast. We’d like to thank our sponsor MX for supporting Tearsheet’s work. MX is the leading data platform for banks, credit unions and fintechs, enabling its clients and partners to easily collect, enhance, analyze, present and act on financial data.

Every week the show host John Siracusa talks with impressive fintech leaders and entrepreneurs, through conversation uncovers the remarkable stories behind them, their creations and the most important topics in fintech. You can subscribe to this podcast and stay up to date on all the stories here on iTunes, Google Play, Stitcher, Spotify and iHeartRadio. This episode was recorded live onsite during In|Vest 2019 in NYC on a podcast stage in the center of it all.  In this episode the host John Siracusa chats with Lowell Putnam from Plaid.  Lowell, was a cofounder and CEO of Quovo which was acquired by Plaid in January 2019.     Tune in and Listen.   Subscribe now on iTunes, Google , Stitcher, Spotify and iHeartRadio to hear next Tuesday's episode with Michael Gilroy from Canaan Partners.   About the host:   John is the host of the twice-weekly “Bank On It” podcast recorded onsite at offices of Carpenter Group, a creative services agency focused on the financial services industry. He's a highly sought after fintech, VC and financial services industry enthusiast and connector. He's in the center of the fintech ecosystem, keeping current with the ever-innovating industry.   Follow John on LinkedIn, Twitter or on Medium

Welcome back to the second episode of this brand new show, Fintech Insider USA! In this episode, we are extremely excited to bring you a fantastic interview with Head of Partnerships at Plaid, Lowell Putnam! Sam sits down with Lowell Putnam, Head of Partnerships at Plaid at a very exciting time for the company! Lowell Putnam was previously the CEO and Founder of Quovo which have now been acquired by Plaid. In this interview, Sam and Lowell talk about a recent couple of busy months for the company, writing your own playbook and how being honest about imperfection can actually save your business! Lowell gives us his 30 seconds pitch of what Plaid does, and the duo discusses whether or not open banking will actually hit in America. Furthermore, Lowell explains why you should always make sure that the elevator car has arrived before stepping into it and why you sometimes have to throw out your own ego in order to save yourself time and money. We get to hear about Lowell's vision for the future of Plaid, and what disrupting a legacy really feels like. All this and so much more on today's show. Don't forget to subscribe so you never miss an episode, leave a review on iTunes and let us know your thoughts on the stories @FintechInsiders on Twitter where you can also ask the hosts questions, or email podcasts@11fs.com This week's episode was produced by Laura Watkins and edited by Alex Woodhouse. Special Guest: Lowell Putnam.

Francesco Simoneschi is the Co-Founder and CEO of TrueLayer, an Open Banking API platform. Since Open Banking went live early last year, progress has been slow, and reviews have been mixed. At the same time, companies like Plaid and Quovo in the US and Tink and Bud in Europe have raised eight- and nine-figure rounds to scale platforms to support the innovations Open Banking promises. TrueLayer is squarely in the mix of leading Open Banking API platforms, quickly rolling out functionality and seeking full coverage of Europe by the end of the year. If you enjoy today's episode, please leave us a review on iTunes. Thank you very much for joining us today. Please welcome, Francesco Simoneschi.

Welcome to the Tearsheet Podcast. I’m Zack Miller. We’ve been reporting a lot recently on the data aggregation industry. Gradually, over years, firms like Plaid, Quovo, Finicity, Yodlee and MX have been building real businesses by pulling, cleaning and delivering people’s bank account data to the fintech apps and software that they use. Before we jump into our show. I’d like to thank our sponsor MX for supporting Tearsheet’s work. MX is a leader in actionable financial data, enabling financial institutions and fintech providers to grow faster, reduce costs, and deliver exceptional customer experience. Joining me on today’s podcast is Tearsheet’s Meir Leff. He’s been behind some of our reporting on the data aggregation industry.

Jeff Leathers (WG ’19) interviews Lowell Putnam, the co-founder and CEO of Quovo, a financial data platform that provides companies with connectivity and insights for millions of consumer financial accounts across more than 14,000 different institutions. In January 2019, Quovo was acquired by Plaid. In this podcast, Lowell covers the recent acquisition, the current and future use cases for account connectivity, the regulatory environment, and his takeaways from his journey as a technology entrepreneur. Prior to founding Quovo, Lowell worked in the Investment Banking Division of Lehman Brothers/Barclays. At Lehman Brothers, Lowell worked in the Financial Institutions Group, specializing in consumer credit companies and structured finance transactions. Lowell has been named to the InvestmentNews 40 under 40 and WealthManagement.com Top Ten to Watch in 2016 lists. He serves on several advisory boards for technology companies and non-profits. Lowell attended Harvard College and lives in New York City with his wife, Brynn, and son, George.

Blake and David dig into the lack of growth in accounting salaries despite the tight job market, KPMG’s representative contestant on this season of “The Bachelor,” Plaid’s acquisition of Quovo, TaxJar’s $60 million round of fundraising, Craig Smalley’s argument against virtual offices for accountants, where Americans moved in 2018, how the California Board of Accountancy just started (finally) accepting credit cards, and how some small businesses are no longer accepting cash.

While plenty of new pay methods are soaking up all the attention, ACH is being left left out of the popular arenas. We understand why. ACH can be cumbersome, requiring layers of authorization to finalize a single transaction. Many perceive it as outdated, awkward, and time-consuming. It’s time ACH had a makeover. Yelena Reznikova joined us on this episode of the Payments Innovation podcast to show how she’s leveraging the power of ACH and tech to drive profit for businesses, and convenience for consumers. Yelena is currently the Director of Partnerships at Quovo in New York, a data platform that provides connectivity to financial accounts and is now a part of Plaid, where she’s worked since receiving her MBA from Harvard Business School. Previously, she worked in VC and product at Indicator Ventures and Troops. She doesn’t believe ACH is dead. She believes with some technological TLC, it becomes an underutilized alternative to the dizzying amount of new payment methods on the market. Listen in for 3 reasons you should consider ACH as a payment method.

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Today's guest on the show is Ben Malka, a partner at venture firm, F-Prime Capital. Beginning at Capital One Partners and F-Prime, Ben's been investing in financial technology in capital markets, banking, insurance, and payments. Ben's career has spanned over quite a change in fintech investing and our discussion takes us through how fintech has changed and where he's looking for opportunities now. We talk about Plaid's massive investment round and the role data aggregation plays in the entire industry and what his investment, Quovo, is doing in the space. Lastly, we travel through Ben's and F-Prime's fintech investment portfolio which includes Snapsheet, Flywire, and Toast. Ben wants listeners to know that if you'd like to contact him, his email address is included in the show notes. So head on over to our website if you'd like that.

Connect with Fintech One-on-One: Tweet me @PeterRenton Connect with me on LinkedIn Find previous Fintech One-on-One episodes

Consumers want control over their personal data, particularly their sensitive financial data but at the same time they want seamless integration when they connect their bank account to a budgeting or financial management tool. Making these two, often opposing wants, work is the job of our next guest on the Lend Academy Podcast. Lowell Putnam […] The post Podcast 179: Lowell Putnam of Quovo appeared first on Lend Academy.

In this interview, Lowell Putnam, CEO and Founder of Quovo, postulates that startups will increase their advantage over banks as customers increasingly trust individual products over legacy institutions.  What about human nature deters individuals from investing and what about it incites competition and risk-taking?  Quovo is taking a data-driven approach to customize the experience of users in all sorts of fintech products in the wealth sphere and beyond.

Lowell Putnam - Co-founder and CEO of Quovo Summary: How to build a data science startup for investment data   Interview Timeline  - Introduction to Quovo and basic terminology - (08:00) What gave birth to Quovo after the crisis? - (16:50) How Quovo uses data and could use other types of data - (21:10) Security - (23:01) How Putnam got interested in numbers - (26:15) Putnam as a self-taught developer and managing Quovo - (37:30) Communicating with investors - overconfidence - (38:40) Startups, disruptors, and big business - (40:30) Reflections on the current economy and predictions for the future - (47:10) Where has your peer group moved? - (50:15) Hiring, recruiting, and retaining