At the Forefront: Fintech Conversations

In this episode, Forefront VP and Head of Content Sam Belden is joined by David Choate, Chief Operating Officer at CAPIS, and Tim Conway, Director of Plan Sponsor Services at CAPIS, for a conversation about CAPIS’ recent acquisition of TD Securities’ plan sponsor services business. The discussion explores why the move made strategic sense, how the integration has unfolded and what it means for CAPIS’ clients and long-term growth.

In this episode, Forefront VP and Head of Content Sam Belden is joined by Martina Rejsjö, Head of Product Strategy at Eventus, and Vinod Jain, Strategic Advisor at Datos Insights, for a deep dive into the current and future state of trade surveillance. The conversation centers on insights from their newly released research report, The Trade Surveillance Revolution, based on in-depth interviews with 20 global sell-side institutions. The group discusses the factors driving firms to modernize their surveillance programs and how AI is changing the game, with explainability and governance as key pillars.

In this episode, Forefront VP and Head of Content Sam Belden is joined by Mike Conover, Founder and CEO of Brightwave — the AI-powered research platform helping institutional investors uncover insights faster and with more confidence. The conversation covers the evolving role of AI in finance, why usability has become a turning point for adoption , and how Brightwave is enabling teams to go deeper with less manual effort.

Forefront's Head of Content Sam Belden is joined by Rob Cope, Head of Business Development at Trillium Surveyor and John Willock, Head of Strategy at Blue Ocean Technologies to discuss their new partnership and what it means for trading.

In this special CMO Edition of the podcast, Forefront co-Managing Partner Eric Soderberg sits down with Mireille Adebiyi, Chief Marketing Officer at Regnology, to discuss how to effectively manage brand building during acquisitions and leverage data for optimized decision-making in a digital-first world.

In this episode of At the Forefront, we're joined by John Fennell of EDX Markets and Gordon Wallace of BlockFills to discuss how their firms ongoing collaboration drives liquidity, reduces counterparty risk and streamlines settlement services for institutions trading digital assets. 

In this special CMO Edition, Forefront VP and Head of Content Sam Belden sits down with Amanda Perrucci, Forefront’s Head of Digital, to discuss the latest updates to the LinkedIn algorithm and how B2B companies, particularly those in the fintech space, can leverage these changes to drive engagement and visibility.

In the latest edition of our At the Forefront: Fintech Conversations podcast, we sat down with President and CEO of STA Jim Toes to discuss key market structure topics, regulatory developments and how STA positioned to play a key role in guiding industry conversations.

Managing Director of Digital Ascension Group Jake Claver sits down with VP and Head of Content Sam Belden to discuss about navigating digital asset portfolio management and key strategies family offices can leverage to maximize the potential of their digital portfolios.

In this episode, Sam Belden, VP and Head of Content at Forefront, sits down with Bryan Gibbs, SVP and Director of Transition Management at CAPIS, to break down the essentials of transition management — what it is, why it matters and how CAPIS crafts transition strategies to set its clients up for success.