In today’s episode, I’m joined by Brad Bernstein, Managing Partner at FTV Capital, where he leads investments in enterprise technology & services and financial services. Brad and I cover a range of topics, including: What Drives FTV Capital’s Success: Brad opened FTV’s New York office 19 years ago. Since that…

In today’s episode, I’m joined by Gaurav Sharma, CEO and Co-Founder of Capitalize a venture-backed fintech company in New York focused on the retirement savings market. Gaurav and I cover a range of topics, including: The Size of the 401K Rollover Issue: After working in financial services for 10 years and…

In today’s episode I’m joined by Shimon Kogan, Associate Professor of Finance with positions at Arison School of Business, Reichman University and The Wharton School. Shimon and I cover a range of topics, including: Shimon’s Fintech Course: I took Professor Kogan’s fintech course at Wharton, and immediately after the first…

In today’s episode I’m joined by Sigal Mandelker, General Partner at Ribbit Capital, an investment firm focused on financial services and technology. Sigal and I cover a range of topics, including: Sigal’s Work in the Public Sector: After receiving her law degree from the University of Pennsylvania Carey Law School…

In today’s episode, I’m joined by Katherine Salisbury of Qapital, an app that empowers users by supercharging savings, investing, and budgeting goals. Katherine and I cover a range of topics, including: Katherine’s Background: After graduating from Cornell Law School, Katherine worked as a bank finance attorney at White & Case…

In today’s episode, I’m joined by Amias Gerety, Partner at QED Investors, a leading global fintech venture capital firm. Amias and I cover a range of topics, including: QED’s Success: Amias previously joined the show in late 2019, and since that time QED has successfully raised over $1B. Amias and…

In today’s episode, I’m joined by Adam Nash, CEO of Daffy, a not-for-profit organization built around the simple idea that everyone should put something aside for those less fortunate than themselves. …

In today’s episode I’m joined by Rishi Khanna, CEO of Stocktwits, the original social platform for individual investors and traders with 6M registered members. Rishi and I cover a number of topics, including: Lessons learned as a serial entrepreneur: Selling and storytelling: Selling is a critical skill and one…

In today’s episode, I’m joined by Deven Parekh, Managing Director at Insight Partners. Deven joined the team in 2000 and has since made more than 130 investments in enterprise software, data, and consumer internet businesses globally, including in North America, Europe, India, Israel, China, Africa, Latin America, and Australia. …