Podcasts about vestigo ventures

AI is reshaping the financial services industry faster than ever—but what does that mean for subsectors like WealthTech, investing, and the future of exits? In this recording of the Vestigo Ventures' Future of FinTech Webinar, Frazer is joined by Vestigo Ventures' Mark Casady, Ian Sheridan, Nick Kim, and Dave Blundin to break down: How AI is driving a massive transformation in WealthTech, from compliance automation to AI-augmented decision-making The key factors that separate winning AI startups from weaker ones—and why go-to-market strategy is now the biggest differentiator The latest advancements in AI infrastructure, chip development, and hyperscalers—and how they're shaping the future of financial services Why 2025 could mark the long-awaited reopening of the IPO window and what it means for founders, investors, and liquidity in the venture ecosystem From generative AI in wealth management to the next wave of exits, this conversation unpacks the biggest opportunities and risks shaping the year ahead.  

Ned Koh of Aaru, Guy Assad of Clerkie, and Samir Dutta of Farsight AI sit down with David Blundin and Frazer Anderson of Vestigo Ventures at the 2025 World Economic Forum in Davos to share how they're leveraging technology and AI innovation to transform industries. In this panel, they discuss: Where the real profits are being generated in AI systems Why timing is everything for entrepreneurs to seize opportunities  Strategies for navigating the pace of innovation in AI  -- To learn more about how Ned is predicting the world's events with Aaru, visit its website: https://aaru.com/ To learn more about how Guy is automating the full debt life cycle at Clerkie, visit its website: https://www.clerkie.io/ To learn more about how Samir is leveraging AI agents to automate the most complex tasks in financial services with Farsight AI, visit its website: https://farsight-ai.com/ To learn more about how Dave and Frazer are accelerating the AI age in financial services at Vestigo Ventures, visit its website: https://www.vestigoventures.com/

In this recording from our 2024 Annual General Meeting, Ian Sheridan, Managing Director at Vestigo Ventures is joined by Vestigo portfolio founders in a panel on building capital-efficient businesses in today's rapidly evolving technological landscape. John Cottongim, Co-Founder and CTO of Roots Automation, Jimmy Hatzell, Co-Founder and CEO of Hatz AI, and Emma Zhang, Co-Founder and CEO of PactFi, dive into the strategies they've implemented to achieve capital and operational efficiency at their respective startups: As Roots Automation matures from early-stage R&D, it now focuses on product cost efficiency and cost trends, with attention to second-level KPIs like the rate of change in pricing Hatz AI shortened its time to market by augmenting its engineering team with AI to write, review, and document code faster and more efficiently PactFi leverages larger, more established vendors as well as strategic design partners to build a trustworthy and secure platform for the large alternative asset managers in the world  

AI – It's everywhere nowadays, reshaping our reality in ways we've only begun to explore. Barb goes in depth with Jimmy Hatzell – the intrepid co-founder and CEO of Hatz AI – exploring his vision and expertise to see how AI can empower, enhance and encourage transformation for MSPs and their clients. 0:00 – Barb's Introduction 0:46 – Who is Jimmy Hatzell and Hatz AI? 5:29 – How did Jimmy's compelling vision and strategy attract investment and seed funding from important investors such as Vestigo Ventures? 8:37 – In light of recent embarrassing incidents affecting businesses involved with AI outcomes, what measures are being implemented by Hatz AI to ensure MSPs can offer these services with confidence without negatively impacting their reputation? 14:21 – How does Jimmy's platform deal with problems and queries that fall of out of its scope involving its training data? 18:21 – What do MSPs say in response to clients to ask, “why should I use your AI service”? What are the benefits and value of choosing Hatz AI as a solution? 22:57 – What is the most important thing Jimmy has ever learned? This podcast has been brought to you by CDNTechnologies.com. Canada's first and only certified outsourced IT Company where we provide IT Service, IT Support and Cyber Security to businesses all throughout North America from out worldwide headquarters in Oakville, Ontario. Technology and threats chage daily, so shift the stress of managing your technology to us, as we're direct to tech 24/7/365. Our mission is to bring you User Friendly, Hands Free, Technology Peace. Call us at 905-542-9759.

In this exclusive interview from our Annual General Meeting this past October, Frazer Anderson sat down with general partners Mark Casady and Dave Blundin to discuss the profound differences between blockchain and AI, with a focus on the transformative impact of neural networks. The interview explores concrete examples of AI applications in financial services, emphasizing the imminent shifts in customer service, risk management, and coding practices. Casady and Blundin also share perspectives on the adoption of AI in enterprises, discussing the challenges and opportunities in navigating this technological revolution. The interview concludes with insights on attracting top talent and fostering a dynamic learning environment. Watch as these industry veterans provide valuable perspectives on the evolving landscape of financial technology and artificial intelligence.

Asiff Hirji is a Director at Forge (formerly Equidate), one of the largest private company equity marketplaces and custodians, and an advisory board member for Vestigo Ventures and NuBank. Before his current roles, Asiff had a truly remarkable career as a technologist, operator, and investor. Most recently, he was President of Figure, a blockchain-based fintech lender. Prior to joining Figure, Asiff was the COO and President at Coinbase, an Operating Advisor at a16z, Chief Restructuring Officer at Hewlett Packard, and President and COO of TD Ameritrade. In addition, Asiff has also held senior leadership positions at TPG Capital, Saxo Bank, and Bain Capital.

This week on DisrupTV, we interviewed Steve Hoffman, Venture investor, Chairman & CEO of Founders Space, Mike Nugent, Managing Director at Vestigo Ventures and Ryan David Williams, Founder of Ashbury. DisrupTV is a weekly Web series with hosts R “Ray” Wang and Vala Afshar. The show airs live at 11:00 a.m. PT/ 2:00 p.m. ET every Friday. Brought to you by Constellation Executive Network: constellationr.com/CEN.

Patrick Larsen is the CEO and co-founder of ZenLedger.io, a blockchain saas company that delivers tax and accounting services to individual and cryptocurrency investors as well as to CPAs and crypto hedge funds.The company works with Big 4 accounting firms (high net worth practice), crypto whales, CPAs, and everyday traders. Zenledger has integrations with hundreds of exchanges and wallets and thousands of cryptocurrency tokens/coins.Zenledger is hiring in software development (front and back end), product management, customer service, brand and analytical marketing, and business development.Investors include: Vestigo Ventures, Castle Island Ventures, Sally Nordstrom, and Ben Davenport.www.ZenLedger.io

We sit down with Vestigo Ventures' Managing Partner Mark Casady to discuss his career across financial services and venture capital, and to hear some stories and lessons along the way.

2:00 - The surge in fintech and wealthtech funding in 20204:00 - Why there's room for more investment in the fintech sector6:00 - Key problems to solve - customer experience8:30 - A source of solutions - Artificial Intelligence11:00 - How AI is making a difference for fintech solutions13:30 - What this AI assistance means for advisors16:45 - A couple startup ideas Mark has19:30 - How blockchain fits in (or doesn't)22:30 - Takeaways from the conversationGuest Bio:   Mark Casady co-founded Vestigo Ventures with a focus on financing start-ups in FinTech. He is general partner and chairman of the advisory board.He is a member of the board of Citizens Financial Group and JobCase and serves as an advisor to Everquote. He is a former member of the Financial Industry Regulatory Authority (FINRA) Board of Governors and the EZE Software Group board of directors.Casady retired as LPL Financial CEO in early January 2017 and as non-executive chairman of the board in early March 2017. He guided LPL to become a leading financial services organization that serves independent financial advisors, banks, and credit unions, and provides clearing services to broker/dealers at financial services companies.Mr. Casady received a BS from Indiana University and an MBA from DePaul University.

Mira Wilczek is President and CEO of Cogo Labs and Senior Partner at Link Ventures. She serves on the Board of Directors at EverQuote, CareDash, and Hopjump, and the Advisory Board of Vestigo Ventures, as well as being co-director at the Brahe Educational Foundation.Among these many endeavors, she has learned that being associated with failures is almost as important as being associated with successes because failures hold crucial information about how you will move forward in your life. In this episode she tells us all about how and why one of her startups failed.This Episode was recorded at a FAIL! event organized at the Massachusetts Institute of Technology in November 2018 by the VISTA association.Watch this and more episodes on Youtube, follow FAIL! - Inspiring Resilience on social media (Facebook - Instagram - LinkedIn), and visit our website: www.fail-sharing.org/ Music Theme: "Driven To Success" by Scott HolmesFree Music Archive - CC BY NC

This week, Jamie Hopkins talks with Mark Casady, general partner and chairman of the advisory board of Vestigo Ventures. He talks about his journey in finance, how he led LPL Financial, and how the right kind of communication adds value to your client relationships. You can find show notes and other information at CarsonGroup.com/Framework.

Ian Sheridan has been innovating in the financial world, in a variety of roles, for many years.  He has brought that innovative mindset to the venture fund where he is a managing partner, Vestigo Ventures.  In this episode of On Boards we discuss the fascinating approach in the use of data they employ in making investment decisions and to how they work on the boards with the entrepreneurs that lead the companies in which they invest.  Thanks for listening! We love our listeners! Drop us a line or give us guest suggestions here.   Links https://www.vestigoventures.com/ https://www.linkedin.com/in/iansheridan1/   Quotes “The boards are small, they're, intimate - business conversations dealing with every aspect of business.” “The best entrepreneurs are driving the company and their teams … the board is there in this early stage to be a coach, to help them navigate, maybe it could be networking within the industry, whether that's growing the business on the distribution side or working with the regulatory compliance side of things – whatever it takes.” “We use data to source, underwrite and empower our portfolio companies.” “What’s different about this crisis?  Well, I think the first piece is working from our home. Right? So, how do you stay connected?  How do you keep that relationship at the right level and make sure you're really understanding where is that person today and what are they facing and how can I move through that issue?  ……I would say as challenging as these times are, and the real pain that's happening across the planet and our country, I do see an unbelievable spirit of innovation and drive from these entrepreneurs that hasn't been shaken through this process.”   Ideas/Comments   FinTech is about two things: reducing costs and providing an delightful experience to the customer. This is what all the innovation and improvements in FinTech revolves around. Now we live in a world very if you can think it, we can probably create it and that is what investing now means. The opportunity that Cogo Labs affords us is the ability through big data to predict with a tremendous amount of accuracy which is the next IP address in North America that has the potential to go viral.  What are the big ideas that consumers are thinking about? And then we train our machines to go through that data and say, Vestigo, these are the companies you should look at, these are financial services or FinTech companies to consider and do it very early in the day.  If you know what the early adopters are doing on one side, and then you can see what everyone else is doing, you can run some really cool math to understand and predict the next thing.   When Vestigo invests in a company and becomes part of the board the company gets the benefit of the collective expertise of all partners at Vestigo regardless of who actually is on the board. All partners at Vestigo have been operators, serial entrepreneurs and that is really an excellent value-add for the company. Boards at this early stage are very intimate and although there are various committees and other governance practices and there are a lot of hats to wear and as a board member one is thinking across the business model. The role as a fiduciary does not change but there is a lot more of a bigger white board to work with. The CEO or the founders of these companies, these are passionate people who are going to run their companies. and, and the best know how to, how to use their board for counsel and advice, and, and potentially, networking.  So, whether as an investor a board member or a board observer, we're here for the people we've invested in and that's kind of a 24/7, whenever they need us, we’re there for them.

Mark Casady is one of the GPs of Vestigo Ventures a leading US FinTech VC

Mark Casady, cofounder and General Partner at Vestigo Ventures, and former Chairman and CEO of LPL Financial joins the show. In this episode we discuss: Mark’s career in financial services and the path that led him to becoming CEO of the world’s largest independent broker-dealer The evolution of the financial advice industry Mark’s thesis on Fintech and founding Vestigo Ventures Blockchain and cryptoassets in the broader world of fintech To learn more about Vestigo Ventures visit their website, and follow Mark on Twitter @MSCasady

About this episode: In this episode we have Mark Casady, founder and general partner of Vestigo Ventures.   Vestigo Ventures is a Seed and Early-stage FinTech focused VC firm. About this show: Before the A, is a show dedicated to telling the stories of fintech founders who’s startups are seeking their “A round” of financing. You can subscribe to this podcast and stay up to date on all the stories here on iTunes, Google Play, Overcast and Spotify. About the host: John Siracusa is the host of the twice-weekly “Bank On It” podcast. 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

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   In this episode the host John Siracusa chats with Mark Casady, Founder & General Partner at Vestigo Ventures.  Vestigo Ventures is a seed, and early-stage venture capital firm, that invests in technology companies focused on financial services. Their team has deep financial industry expertise and an association with Cogo Labs that allows them to assess both the technology and investment opportunity.   Tune in and Listen.   Subscribe now on iTunes, Google Play, Stitcher, Spotify and iHeartRadio to hear Thursday's episode with Charles Delingpole from Comply Advantage.   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  

Every week the show host John Siracusa talks with amazing fintech leaders and entrepreneurs, through conversation uncovers the amazing 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 In this episode the host John Siracusa chats with Angela Ceresnie, CEO at Climb Credit.  Climb Credit is a lending company that works with schools that improves the lives of their students and provides specialized student loans to those students. Angela has grown her career at AMEX, then CITI, co-founded Orchard Platform, advised at Even Financial and then joined Climb Credit in 2016.   Tune in and Listen.   Subscribe now on iTunes, Google Play, Stitcher, Spotify and iHeartRadio to hear next Tuesday's episode with Mark Casady  from Vestigo Ventures.   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

Produced by Foundersuite.com, "How I Raised It" goes behind the scenes with startup founders who have raised capital. This episode is with Pat Larsen, CEO of ZenLedger.io. ZenLedger makes tax and accounting software for cryptocurrency investors and CPAs. The Company recently raised $1.5 million from Vestigo Ventures and Castle Island Ventures. In this episode, Pat talks about providing "picks and shovels" to the crypto space, building software for a highly dynamic and changing market, lessons he learned from his time as a helicopter mission pilot, taking time to grow into the founder role, tips for military veterans transitioning into the startup world, and more.

In this episode, Hall T. Martin conducts an interview with Mark Casady of Vestigo Ventures. Vestigo Ventures invests in early-stage financial technology companies from seed to “A” round. Vestigo's senior staff and their twelve-member advisory board possess the unique mix of disciplines and experience needed to spot the most promising FinTech innovations. These professional peers operate at the nexus of the larger network of entrepreneurial pioneers in academia and the corporate world who are cultivating the most potent emerging technologies to meet the needs of the $12B annual market for FinTech services. Mark and Hall discuss his entry into the VC world and early stage investing. They also talk about what Mark looks for in a startup as well as what his fund focuses on.

Mark Casady had a front row seat on the massive changes hitting our industry over the past 15 years of his tenure at LPL. Now that he's "retired," we discuss his career and the lessons he learned. During his 30-plus years in financial services, Mark likes to think his job was to be a classic "change agent." As chairman of the board and CEO for LPL Financial, Mark led the company through its IPO and grew it into the fifth largest brokerage firm in the United States. Today, you might say Mark is "retired," but he prefers to think he's in the middle of "Life 2.0," which includes working as General Partner and Advisory Board Chairman for Vestigo Ventures, a fintech-focused venture capital firm.