At the Forefront: Fintech Conversations

Forefront Communications
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Jan 25, 2024 • 26min

Episode 38: Putting the Future Into Words - Eric Jensen, Causality Link

In this episode, Eric Jensen, co-founder and CTO of Causality Link, discusses their AI-powered research platform's new alerts system, which detects and summarizes emerging trends, and offers his perspective on the current state of AI. 
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Jan 18, 2024 • 12min

Episode 37: Jonathan Birnbaum, OpenYield

In this episode, Jonathan Birnbaum, founder and CEO of OpenYield, a new fixed income marketplace making it easy for brokers, advisors and fintechs to offer attractive bond investing solutions to their clients discusses the state of today’s bond market, the vision behind OpenYield and the firm’s plans for an official launch in Q1 2024.
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Jan 9, 2024 • 17min

Episode 36: Sameer Shalaby & Martin Garcia, VersiFi

In this episode of At the Forefront, Sameer Shalaby and Martin Garcia, co-CEOs of digital asset trading and lending firm VersiFi, join us on the heels of their Series A funding round to discuss what VersiFi brings to the table, how their experience working in both TradFi and digital assets has influenced their approach and their perspectives on the evolving crypto regulatory landscape.
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Jan 4, 2024 • 15min

Episode 35: Ankit Mehta and Ishaan Narain, RDC

In this episode of At the Forefront, Ankit Mehta and Ishaan Narain of RDC discuss their launch of the first Bitcoin Depositary Receipt (BTC DR) and their vision for the future of DRs within digital and alternative assets.
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Dec 14, 2023 • 32min

Episode 34: Brandon Mulvihill, Crossover Markets and Brendan Callan, Tradu

In this episode of At the Forefront, Crossover Markets Co-Founder and CEO Brandon Mulvihill and Tradu CEO Brendan Callan discuss their new partnership announcement and their efforts to bring institutional-grade crypto pricing to the retail community for a superior trading experience.
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Dec 12, 2023 • 14min

Episode 33: Michael Baradas & Brian Saldeen, Sterling Trading Tech

In this episode, Forefront AVP and Head of Content Sam Belden sits down with two key members of the product team at leading trading technology provider Sterling Trading Tech. OMS Product Manager Michael Baradas and Senior Risk & Margin Product Manager Brian Saldeen discuss some of STT’s new product features, how trading technology can contribute to firms’ alpha and competitive advantage, and potential use cases for AI in risk management.
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Nov 29, 2023 • 19min

Episode 32: David Choate & Chris Hurley, CAPIS

In this episode, Forefront Senior Consultant Michael Kingsley sits down with David Choate and Chris Hurley of CAPIS, a compliance-driven institutional broker that has built its business exclusively on trade execution and commission management services.
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Nov 20, 2023 • 15min

Episode 31: Managing Marketing During an Economic Downturn

In this episode, Forefront VP of Account Management CJ Lengua sits down with Managing Partner Eric Soderberg to discuss our recent article providing tips and tricks for B2B firms looking to cut costs and properly allocate their marketing budget during an economic downturn.
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Nov 9, 2023 • 6min

Episode 30: Making Organic Social a Two-Way Conversation

In this episode of At the Forefront, AVP and Head of Digital Amanda Perrucci sits down with Senior Account Executive Lindsey Patterson to discuss how B2B fintechs can leverage the full power of organic social media to increase brand awareness, nurture client relationships and warm prospects for their sales teams. Listeners will learn the difference between social monitoring and social listening and how firms can leverage both to maximize social ROI.
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Oct 18, 2023 • 22min

Episode 29: Jonathan Cross & Shawn Samuel, LiquidityBook

In this episode, Jonathan Cross (JC) and Shawn Samuel of LiquidityBook, a leading provider of cloud-native buy- and sell-side trading solutions, sit down with Michael Kingsley, Forefront SVP and Head of Media Relations to discuss their recent acquisition of Messer Financial Software, the important difference between platform configuration and customization, and where LiquidityBook  is expanding next.

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