Episodes

  • Tarang Gupta sits down with Steffen Pauls, Founder and CEO of Moonfare. Moonfare is a platform that is democratizing Private Equity, an asset class traditionally accessible to a select few individuals and organizations, by lowering investment minimums, conducting due diligence on funds, and eliminating barriers to entry for retail investors.

    In this episode you will hear about:
    - The inspiration behind starting Moonfare
    - Evolution of the global private equity market
    - Strategically approaching international expansion
    And much more!

    About Dr. Steffen Pauls
    Dr. Pauls began his career at the Boston Consulting Group, where he led project teams covering strategic and operational projects at publicly listed European companies. He brought his experience as a consultant to KKR, where as a managing director he was responsible for the German market. Dr. Pauls also holds advanced degrees from the University of Trier, Harvard University, and the University of Mannheim.

    About Moonfare
    Moonfare is a platform that is revolutionizing private markets investing. Moonfare recently ranked as one of LinkedIn’s top 10 startups in Germany. For more information please visit www.moonfare.com

    For more FinTech insights, follow us below:

    WFT Medium: medium.com/wharton-fintech
    WFT Twitter: twitter.com/whartonfintech
    WFT Instagram: instagram.com/whartonfintech
    Tarang’s Twitter: twitter.com/tg_tarang
    Tarang’s LinkedIn: linkedin.com/in/taranggupta100

  • Gabriela Ariana Campoverde sits down with Victor Fimbres, Co-Founder and CTO of Forage, a third-party payments processor which helps grocers accept Electronic Benefit Transfers, or EBT, online. Forage is on a mission to create a world where all families with any budget can afford a meal.

    Today over 42 million people receive EBT benefits or food stamps. This is government support to pay for groceries. 14% of all grocery spend is paid with EBT, but only 5% of this was online. When Forage first started there were less than 20 merchants who could process EBT online. Today there are close to 100 merchants — and Forage is just getting started.

    In this episode you will learn all about how Forage was started during the COVID-19 pandemic when going to a grocery store was impractical, specifically in food deserts across the country. You will also learn about the obstacles Forage overcame to build its current API, how they successfully completed the Y-Combinator accelerator last summer, and all about Victor’s and his Co-Founder Justin’s passion for making technology accessible to those who need it the most.

    About Victor Fimbres

    Victor Fimbres is the Co-Founder and CTO of Forage. Prior to founding Forage, he was a Software Lead at TreeStack and ROBO 3D. He is a graduate of Northwestern University where he studied Psychology and Environmental Policy & Culture.

    About Forage

    Forage is a third-party payment processor (TPP) and a pin provider that authenticates and processes EBT recipients and transactions. For additional information on Forage, please visit joinforage.com.

    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

  • Missing episodes?

    Click here to refresh the feed.

  • Tarang Gupta has a conversation with Anat Guetta, Chairwoman of the Israel Securities Authority. The Israel Securities Authority (ISA) is the national securities regulator of Israel. Established by law in 1968, which defines the ISA's role "to protect the interests of the public investing in securities." ISA is active in two main areas: protecting investors; developing the regulatory infrastructure, tools and products for an advanced, diverse, competitive and innovative public capital market.

    In this episode you will hear about:

    ­-What makes Israel such an innovative country
    ­-Use and adoption of blockchain in capital markets
    ­-Open banking regulations in Europe and Israel
    And much more!

    About Anat Guetta

    Anat Guetta is the Chairwoman of the Israel Securities Authority. Anat is a serial entrepreneur who started her career in the banking industry, managing credit risk products and project finance. She then founded and led Arko Holdings; a public company listed on the Tel Aviv Stock Exchange. Anat is also the co-founder of Entropy Financial Research Services where she served as the CEO and led the development of a corporate governance index, and a debt management policy before joining the ISA.

    About Israel Securities Authority

    The Israel Securities Authority (ISA) is the national securities regulator of Israel. ISA currently oversees a broad array of activities in the capital market, including the Tel Aviv Stock Exchange. For additional information on ISA, please visit www.isa.gov.il/

    For more FinTech insights, follow us below:

    WFT Medium: medium.com/wharton-fintech
    WFT Twitter: twitter.com/whartonfintech
    Tarang’s Twitter: twitter.com/tg_tarang
    Tarang’s LinkedIn: linkedin.com/in/taranggupta100

  • Gabriela Ariana Campoverde sits down with Steve Fredette, President, Co-founder and a Director of Toast. Toast is an all-in-one point-of-sale and restaurant management platform for businesses in the food service and hospitality space. Since its inception in 2011 it has helped clients delight their guests, do what they love and thrive.

    In this episode you will hear about:
    - Toast’s humble beginnings
    - What new features better served Toast clients during the pandemic
    - What innovation Steve is excited about for the restaurant industry
    - All about Toast’s culture
    - And much more!

    About Steve Fredette
    Steve Fredette is President, Co-founder and a Director of Toast, where he leads product and innovation initiatives. Prior to Toast, he worked on mobile app development before the iPhone came out, creating the first Flickr and Shoebuy.com apps. At Endeca, now Oracle, he co-founded their mobile commerce business, building the product team and driving sales, marketing, and services to over $10 million in revenue in two years. He is a graduate of the Massachusetts Institute of Technology, where he studied Chemistry. His favorite toast is Marble Rye.

    About Toast
    Toast is an all-in-one point-of-sale and restaurant management platform for businesses in the food service and hospitality space. For additional information on Toast, please visit pos.toasttab.com.

    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

  • In today's special episode, Anirudh Singh sits down with classmates and fintech founders Gaby Campoverde, John Garner, and Nate Soffio. They discuss their rising startups, Miren, Card Curator, and Portabl, as well as the impact the Wharton MBA has had on their respective companies.

    Gaby Campoverde:
    Gabriela Ariana Campoverde is CEO and Founder of Miren. She is currently an MBA candidate at The Wharton School and Masters in Computer and Information Technology at Penn Engineering. Prior to her graduate studies she worked at a WPP agency, American Express and Goldman Sachs. She is passionate about building products for working-class, immigrant communities across the US and is a proud New Yorker. She studied Art History and Linguistics at Swarthmore College.
    Website: https://www.getmiren.com/

    John Garner:
    John Garner is the CEO and co-founder of Card Curator, a credit card rewards optimization app. Prior to starting Card Curator, John spent 5+ years as a volatility trader for Merrill Lynch, and left his Wall Street job to follow his real passion: credit card rewards and travel. John went on to invent the Card Curator algorithm called CardArb, which nets its users 5–10% or more in rewards on their daily card spending. He's an expert in all things related to credit cards and free travel, and loves helping others crack the code in the points and miles game with the Card Curator app. John holds a Bachelor of Arts in Economics and Psychology from Dartmouth College, and a Master of Business Administration from the Wharton School of the University of Pennsylvania.
    Website: https://www.cardcurator.com/


    Nate Soffio:
    Nate is in the home stretch of his MBA at Wharton, where he serves as Co-President of Wharton Fintech. He spent 10 years building and launching identity-focused products at startups in the US and in the UK/ EU, specializing in the know-your-customer (KYC) landscape and privacy-preserving adtech. Right before Wharton, he lead KYC at Arachnys, a QED portfolio company, through its acquisition in 2020. In his spare time, he's a long-distance cyclist and budding rock climber.
    Website: https://getportabl.com/

    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

  • Anirudh Singh sits down with Brad Bernstein, Managing Partner at FTV Capital. Brad has been a growth equity investor at FTV Capital for over 18 years, leading investments in enterprise technology & services and financial services. In today's episode, they discuss what drives FTV Capital's success, investments in Enfusion, Plate IQ, Paddle, LoanPro and EBANX, and much more!

    Brad Bernstein:
    Brad is managing partner and has been a growth equity investor at FTV Capital for over 18 years, leading investments in enterprise technology & services and financial services. Brad has over 25 years of private equity experience. Prior to FTV, Brad was a partner at Oak Hill Capital Management and its predecessors where he managed the business and financial services group. He began his private equity career with Patricof & Company Ventures and started his professional career in the investment banking division of Merrill Lynch in New York.

    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

  • Anirudh Singh sits down with Gaurav Sharma, CEO and Co-Founder of Capitalize a venture-backed fintech company in New York focused on the retirement savings market. In today’s episode, they discuss the size of the 401K rollover issue in the United States, Capitalize being listed as one of TIME's best inventions of 2021, the fundraising process, and much more!

    Gaurav Sharma:
    Gaurav leads Capitalize's mission to help people save for retirement. Before founding Capitalize, he worked for some of the best-known financial institutions, including JP Morgan, UBS, Morgan Stanley, and as an investor at well-known hedge fund Greenlight Capital. After seeing how hard it is for most people to understand their retirement accounts, he decided to build a company that makes it easier. An Australian by birth, Gaurav lives in New York with his wife and their adopted puppy, Lorenzo.

    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 Christina Keitt Chaney, Head of Sales and Relationship Management of MoCaFi. MoCaFi is short for Mobility Capital Finance, and today the company helps over 70MM clients across the United States open a bank account, build credit, and support local businesses. The company was founded in 2015 with a mission to address social inequities by closing the racial wealth gap.

    In this episode, you will learn all about:
    - The MoCaFi products which help its clients reach financial empowerment
    - How MoCaFi works with local governments to distribute benefits
    - MoCaFi’s mission-oriented company culture
    - Christina’s twenty year career in financial services
    - And much more!

    About Christina Keitt Chaney
    Christina Keitt Chaney is the Head of Sales and Relationship Management of MoCaFi. She has over twenty years of experience in financial services and prior to MoCaFi, she worked at American Express, BNY Mellon, JP Morgan-Chase, Bank of America Merill Lynch, and US Bank across Sales and Corporate Strategy roles. She is a graduate of Delaware State University, where she studied Political Science.

    About MoCaFi
    Launched in 2015, MoCaFi is a fintech, committed to closing the wealth gap for Black, Latinx, and all communities disconnected from the mainstream economy. To learn more about MoCaFi, visit mocafi.com.

    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

  • Anirudh Singh sits down with Shimon Kogan, Associate Professor of Finance, with positions at Arison School of Business, Reichman University and The Wharton School. The two discuss the shifting perspective around fintech companies after the financial crisis, why fintech is an excellent industry for new graduates to get into, exciting global trends in the industry, and much more!

    Shimon Kogan:
    Prof. Kogan is an Associate Professor of Finance, with positions at Arison School of Business, Reichman University and The Wharton School. He was on the faculty at MIT Sloan, Carnegie Mellon University, University of Texas at Austin, and Duke. He held several investment-management positions and board advisory roles. He earned his MBA and PhD from the University of California at Berkeley and his BA from Tel Aviv University.

    Dr. Kogan’s research focuses on behavioral finance with application to capital markets. He is interested in understanding how information is processed in markets and his approach is interdisciplinary, integrating tools and insights from machine learning and AI. His research appeared in some of the profession's top journals such as the Review of Financial Studies, Journal of Finance, and the American Economic Review, and he was invited to present his work in leading conferences and universities, such as MIT, Wharton, Harvard, and Yale.

    His teaching is focused on machine learning, data science, and blockchain, and their implications for finance. He has been teaching Fintech, Data Science for Finance, Investment, Portfolio Management, Derivatives, and Behavioral Finance. He is involved with several startups in the fintech space and is often invited to speak about these issues in both academic and practitioners’ conferences.

    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

  • Anirudh Singh sits down with Sigal Mandelker, General Partner at Ribbit Capital. The two discuss her career in both the public and private sectors, Ribbit’s investment in Chainalysis, cryptocurrencies and anti-money laundering, and much more!

    Sigal Mandelker:
    Sigal Mandelker joined Ribbit Capital as a General Partner in April 2020. Ribbit is an investment firm focused on financial services and technology. Prior to Ribbit, she served as Under Secretary of Treasury for Terrorism and Financial Intelligence. As Under Secretary, Sigal supervised four main components of Treasury (OFAC, FinCEN, the Office of Intelligence and Analysis, and the Office of Terrorist Financing and Financial Crimes). Before serving as Under Secretary of Treasury, Sigal was a partner at Proskauer in New York. Sigal also previously served in a number of senior positions in the U.S. government, including as Deputy Assistant Attorney General in the Criminal Division of the Justice Department, an AUSA in the Southern District of New York, Counselor to Secretary of Homeland Security Michael Chertoff, and Counsel to the Deputy Attorney General. Sigal is also an Advisor to Chainalysis, is on the Board of the Financial Technology Association, serves on the advisory group to the Digital Dollar Project, and is Member of the US Holocaust Memorial Council.

    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

  • Anirudh Singh sits down with Katherine Salisbury, Co-Founder and Co-CEO of Qapital. The two discuss Katherine’s early career, co-founding not one but two companies with her partner, Katherine’s views on the fintech industry overall, and much more. Hope you enjoy the show!

    Katherine Salisbury:
    Ten years ago, Katherine set out to find a solution to her family’s money management headaches - one that actually aligned with their motivations, goals and lifestyle. A few years later, Qapital was born. Today, Katherine serves as co-founder and co-CEO of Qapital – an app that empowers users by putting their personal goals at the core of the product, and then supercharging their savings, investing, and budgeting efforts with clever tips and tools rooted in behavioral psychology. Katherine brings 20 years of finance, legal, and business experience to Qapital. She graduated from the University of Chicago with honors, studied international business law at Bucerius Law School in Hamburg, and graduated from Cornell Law School. She began her career as a bank finance attorney at the top-tier international law firms White & Case and Simpson Thacher. From there, she was tapped to serve as VP and Counsel at Jefferies Finance, steering Jefferies Finance through the early days of the joint venture between Jefferies and MassMutual. She then founded an international full-service sports management agency based in Stockholm & New York City, where she specialized in brokering international transfers. In her current role at Qapital, Katherine focuses on product, growth, and business strategy. Under her leadership, Qapital has helped users save almost $3 billion collectively for their goals. Currently, Katherine lives in Stockholm with her partner, co-founder, and co-CEO, George Friedman, and their four daughters.

    Qapital: https://www.qapital.com/?campaign=wharton_fintech_podcast&tt=j8e3x13_g6rptk3
    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 Howard Katzenberg, CEO and Founder of Glean, an accounts payable solution that combines smart automation with spend intelligence to drive material savings.

    Glean supercharges vendor decision making. This platform automatically detects duplicate invoices and overcharges; receives alerts on billing errors, anomalous spend activity, and available vendor savings; and leverages vendor benchmarking to see what other companies are paying.

    In this episode, you will learn about how:
    - Howard’s CFO experience inspired Glean
    - Glean impacts on client’s profit lines
    - Fintechs can disrupt the enterprise software industry
    - Howard took his own company from 0 to 1
    - And so much more!

    About Howard Katzenberg
    Howard Katzenberg is CEO and Founder of Glean. Formerly, Howard served as CFO of OnDeck and Better Mortgage. He earned his MBA degree from The Wharton School, and studied Business while earning his Bachelor’s degree from Cornell University.

    About Glean
    Glean unlocks the powerful data detailed in vendor invoices/receipts to surface relevant spend insights and drive spend accountability. To learn more about Glean, visit glean.ai.

    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

  • Anirudh Singh sits down with Amias Gerety, Partner at QED Investors. The two discuss the recent cryptocurrency executive order, QED's success over the past two years, investments into Tint, Atomic, and Ntropy, and much more.

    Amias Gerety:
    Amias joined QED as a Partner in 2017 focusing on supporting the portfolio and finding new investment opportunities with a focus on back office technologies and infrastructure companies.

    Amias brings a deep background in financial markets, compliance, and RegTech to the QED team. Most recently, Amias served as the President’s nominee and as Acting Assistant Secretary for Financial Institutions at the U.S. Department of the Treasury. In that role, he was the lead advisor to the Secretary on policies affecting financial institutions. He also oversaw a number of programs focused on supporting small business lending and community development. He previously served as the Deputy Assistant Secretary for the Financial Stability Oversight Council, an interagency group of financial regulators charged with monitoring and mitigating potential threats to financial stability. Prior to Treasury, Amias was a management consultant at Oliver Wyman. He also served in a number of policy roles and worked in East Africa for Save the Children. Amias is a recipient of the Alexander Hamilton award, the Treasury’s highest honor.

    Amias graduated Magna Cum Laude from Harvard with a BA in Social Studies.

    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

  • Anirudh Singh sits down with Adam Nash, CEO of Daffy. The two discuss Adam's career at Wealthfront, being a successful product manager, his motivations behind founding Daffy, the importance of choosing the right revenue model for your business, and much more. If you're interested in signing up for Daffy, you can use the below promo code to claim $25 for a charity of your choice.

    Promo Code: https://daffy.org/adamnash/invite

    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 Blair Silverberg, Founder and CEO of Hum Capital, a funding platform connecting great companies with the right capital for their growth.

    Hum believes that every qualified company should be able to raise the capital they need to flourish without bias or friction. On Hum’s Intelligent Capital Market, companies are evaluated on fundamentals and performance, not on who they know.

    In this episode, you will learn all about:
    - The platform that Blair and his team are building
    - How Hum builds an efficient two-sided marketplace
    - The current issues companies face when attempting to access capital
    - Blair’s journey from investor to founder
    - And much more!

    About Blair Silverberg
    Blair Silverberg is the Founder and CEO of Hum Capital. Prior to launching Hum, he was an investor at Draper Fisher Jurvetson. He is passionate about using data to identify great businesses. He studied Product Design at Stanford University.

    About Hum Capital
    Launched in 2019, Hum is turning the tables on the traditional fundraising process. The platform strives to make fundraising more efficient, transparent and data-driven. To learn more about Hum, visit humcapital.com.

    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

  • Anirudh Singh sits down with Rishi Khanna, CEO of Stocktwits. The two discuss Rishi's lessons learned as a serial entrepreneur, the benefits of social trading, international expansion at Stocktwits, meme stocks, NFTs, and much more.

    Rishi Khanna:
    Rishi Khanna is the CEO of Stocktwits, the original social platform for individual investors and traders with 6M registered members. Before Stocktwits, Rishi was Managing Director at SS&C GlobeOp at SS&C Technologies Holdings Inc, where he had overall responsibility for sales, product, operations and strategic direction of a number of businesses serving the alternative assets industry. In 2007, Rishi co-founded and served as President of Novus, a global portfolio intelligence platform company that invented the art of portfolio intelligence, solving unique data and analytics challenges facing capital allocators and fund managers across liquid and illiquid investments. Prior to co-founding Novus, Rishi was responsible for the development of the technology and product platforms for Gerson Lehrman Group. Rishi holds a B.S. in Computer Science from Cornell University.

    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

  • In today's episode, Ally McCloskey sits down with Ganesh Rao, Managing Director and Head of Financial Technology and Services at Thomas H. Lee Partners ("THL"), the $16B+ private equity firm. THL invests in middle market growth companies exclusively in three sectors: Financial Technology & Services, Healthcare, and Technology & Business Solutions. Since its founding in 1974, THL has raised more than $34 billion of equity capital, invested in over 160 companies, and completed more than 500 add-on acquisitions representing an aggregate enterprise value at acquisition of over $210 billion. Specifically within Financial Technology & Services, THL has invested $5.7 billion in 28 companies. Some notable exits you may know include: BlackKnight, FIS, FirstbanCorp, and MoneyGram, among others.

    Ganesh, has been with THL for over 20 years, coming from Morgan Stanley's FIG group and after completing his MBA at Harvard Business School. He is currently a director of AbacusNext, Black Knight, Dun & Bradstreet, ServiceLink Holdings, Ceridian HCM Holding Inc., AmeriLife Group, Auction.com, Hightower Advisors, and Insurance Technologies, and a board observer at Guaranteed Rate.

    Ally and Ganesh discuss:
    • The ways in which Private Equity has changed over the past 2+ decades
    • How THL is structured, where its latest $5.6 billion fund will be deployed, and the 5 Identified Sector Opportunities Ganesh focuses on within Financial Technology & Services
    • THL's sourcing and relationship building process with target partner companies
    • THL's role after a deal is inked
    • Ganesh's forward-looking theses on Vertical Software with Integrated Payments and Insurance Tech & Services
    • His most memorable deal and spending an atypical 13 years with that company before exiting
    • And a whole lot more

    --
    About Ganesh
    Ganesh B. Rao is a managing director at Thomas H. Lee Partners. Prior to joining Thomas H. Lee Partners, Mr. Rao worked at Morgan Stanley & Co. Incorporated in the Financial Institutions Group. Mr. Rao is currently a director of AbacusNext, Black Knight, Dun & Bradstreet, Ceridian HCM Holding Inc., AmeriLife Group, Auction.com, Hightower Advisors, Insurance Technologies, Nextech, Odessa and a board observer at Guaranteed Rate. His prior directorships include Comdata, Nielsen, MoneyGram International, Optimal Blue, ServiceLink Holdings and Ten-X Commercial. Mr. Rao holds a B.A., summa cum laude, in Economics from Duke University and an M.B.A. from Harvard Business School.

    About THL
    THL invests in middle market growth companies exclusively within selected Identified Sector Opportunities (ISOs) in three industry groups: Financial Technology & Services, Healthcare and Technology & Business Solutions. The firm couples deep domain expertise with dedicated internal operating resources to transform and build great companies of lasting value in partnership with management. Since 1974, THL has raised more than $34 billion of equity capital, invested in over 160 companies and completed more than 500 add-on acquisitions representing an aggregate enterprise value at acquisition of over $210 billion. Its global investor base includes some of the world's leading public and corporate pension funds, sovereign wealth funds, financial institutions, endowments and high net worth families, which THL considers to be a valuable asset, providing additional co-investment capital as well as insight and relationships useful to its portfolio companies. Since 2015, the firm has raised approximately $15 billion for its Flagship, Continuation and Automation Funds and over $5.5 billion of LP Co-investment vehicles.

    --
    As always, for more Fintech insights and opportunities to collaborate, please find us below:
    Blog: medium.com/wharton-fintech
    Twitter: twitter.com/whartonfintech
    LinkedIn: www.linkedin.com/company/wharton-fintech-club/
    Suggest a Guest: airtable.com/shrdbokQPxAJzgVh7

    Ally's Twitter: twitter.com/AllyMcCloskey
    Ally's Linkedin: linkedin.com/in/allyraemccloskey/

  • Anirudh Singh sits down with Deven Parekh, Managing Director at Insight Partners. The two discuss what makes Insight such a successful investment firm, the evolution of fintech investing over the past 10 years, investments in Slice, GCash, Pomelo, and much more.

    Deven Parekh:
    Deven Parekh is a Managing Director at Insight Partners. Since joining Insight in 2000, he has 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.
    Currently, Deven serves on the Boards of Directors for Appriss, Calm, Candy, Checkout.com, Chrono24, Community Brands, CoreLogic, Diligent, DistroKid, DriveWealth, Ellkay, Fanatics, iad, PDI, TetraScience, Vinted, WeWork, and Within3. Other companies within his portfolio include Chargebee, FTX, Thunes, Splitwise, 1stdibs, Slice, Saks.com and Saks OFF 5th, BharatPe, and Automattic (WordPress).
    In addition to his work at Insight, Deven currently serves as a Board Member for the Council on Foreign Relations, NYU Langone, the Carnegie Endowment for International Peace, and the Tisch New York MS Research Center. He was also confirmed by the United States Senate to serve on the Board of Directors for the U.S. International Development Finance Corporation.
    Prior to joining Insight, Deven was a Principal at Berenson Minella & Company, a New York-based merchant banking firm, where he served on the M&A Committee. He also worked for Blackstone on M&A and other investment activities. Deven has a B.S. in Economics from the Wharton School at the University of Pennsylvania.

    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

  • Anirudh Singh sits down with Greg Schvey, CEO of Axoni. The two discuss Greg’s introduction to bitcoin, the benefits of blockchain technology, public vs. private blockchains, and much more.

    Greg Schvey:
    Greg is a repeat entrepreneur and drives Axoni’s strategic execution. He previously co-founded TradeBlock and worked as a fixed income analyst at Citigroup. Greg holds a bachelor’s degree from Cornell University where he studied finance.

    Axoni:
    Axoni was founded in 2013 with the goal of overhauling global capital markets infrastructure. That vision has become a reality through intensive technology development and deep collaboration with the world’s leading financial institutions.

    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

  • In today's episode, Ally McCloskey sits down with two-time guest Dan Westgarth, COO at Deel. Deel makes growing remote and international teams effortless by simplifying international hiring, compliance, and payments all on one platform. This means businesses can hire anyone, anywhere as independent contractors or full time employees compliantly, in minutes, and with the ability to pay them in over 120 currencies and cryptos starting with USDC. The company has raised over $631mm from the likes of a16z, Spark Capital, Y Combinator, Coatue, Elad Gil, Nat Friedman, Alexis Ohanian, Daniel Gross, and others, most recently closing their $425mm Series D this past October.

    Dan joined Deel in 2020, after spending what he calls his "postgraduate education" at Revolut. For more on that chapter of his life, check out the link below to his 2019 WFT Podcast debut.

    In this conversation, Ally and Dan discuss:
    • Dan's time at Revolut and his lessons learned leading the early U.S. expansion
    • Meeting the founders of Deel and building conviction that they'd be the team to tackle global hiring and payroll
    • How Deel replaces long email chains, generic contracts, individual wire transfers, and foreign subsidiaries and instead enables quick and compliant hiring of employees living anywhere in the world
    • The effects of the pandemic on demand for foreign talent
    • How Deel thinks about company culture when it has 450 employees working in more than 50 countries
    • Why Dan values investor diligence as it relates to his own technical operations
    • And a lot more

    About Dan (twitter.com/Dan_Westgarth)
    Fintech enthusiast Dan Westgarth currently serves as Chief Operating Officer at Deel, where he manages Deel's Business, Operations, Legal, and Compliance teams. Before joining Deel, Dan was one of challenger bank Revolut's earliest employees, most recently in the role of General Manager for North America. Outside of his day to day at Deel, Westgarth spends his time making early-stage angel investments into interesting technology companies and helping them scale.

    Dan's 2019 WFT Podcast debut: https://soundcloud.com/wft/dan-westgarth-north-america-general-manager-for-revolut

    About Deel
    Deel is a global payroll solution that helps businesses hire anyone, anywhere. Using a tech-enabled self-serve process, companies can now hire independent contractors or full-time employees in over 150 countries, compliantly and in minutes. Today, Deel serves 6,000+ customers from SMBs to publicly traded companies, including Coinbase, Shopify and Dropbox, among others, and just recently announced that customers can now fund their payroll in crypto. For more on its journey, check out What's the deal with Deel?

    --
    As always, for more Fintech insights and opportunities to collaborate, please find us below:
    WFT Blog: medium.com/wharton-fintech
    WFT Twitter: twitter.com/whartonfintech
    WFT Home: www.whartonfintech.org
    WFT LinkedIn: www.linkedin.com/company/wharton-fintech-club/
    Suggest a Podcast Guest: airtable.com/shrdbokQPxAJzgVh7

    Ally's Twitter: twitter.com/AllyMcCloskey
    Ally's Linkedin: linkedin.com/in/allyraemccloskey/