Actively Managed Certificates (AMCs) are becoming more visible in global markets, with applications that range from traditional securities to alternative assets like real estate, collectibles, and even digital tokens. In this episode, host James Jockle speaks with Rico Blaser and Stefan Wagner of vestr A.G., to examine the structure of AMCs, what’s driving market interest, and how evolving regulation and technology—including AI—are influencing adoption and use cases.

This conversation offers a closer look at a fast-growing but often misunderstood corner of the structured products space.

Blockchain technology has evolved from a buzzword to becoming the backbone of financial infrastructure, with institutions putting serious resources into distributed ledger technologies to enhance efficiency, transparency, and ownership concepts.

 In this episode of Trading Tomorrow – Navigating Trends in Capital Markets, we rewind the clock to explore how blockchain-related predictions from our earlier seasons have played out. From unexpected turns to spot-on foresight, we examine where the hype met reality—and how blockchain's accelerating influence continues to reshape financial innovation. 

Join host Jim Jockle in an enlightening episode as he sits down with Kanishk Parashar, co-founder and CEO of Powder, a pioneer in AI-powered solutions for wealth management. Together they delve into how Powder’s technology is streamlining processes like document analysis, cutting task times by as much as 90%, and pushing the boundaries of operational efficiency. Kanishk also shares insights into the safeguards for AI-driven accuracy and what this could mean for the future of financial services. If you're curious about how AI is transforming the industry, this is an episode you won’t want to miss.

Join us in a captivating conversation with Jason Britton, Founder and CEO of Reflection Analytics as we explore the dynamic realm of ESG (Environmental, Social, and Governance) investing. Learn how Jason transitioned from equity research to creating the SEE methodology, which prioritizes Stakeholders, Environment, and Ethos to address the growing consumer demand for value-based investments.

This episode dissects the potentially transformative impact of ESG investing across different asset classes and markets, delving into the influence of consumer behavior and capital allocation on ESG criteria. Jason offers his insights into the evolving regulatory landscape, including the stark contrasts between the U.S. and Europe. 

 Don't miss this episode packed with valuable insights for both seasoned investors and those new to sustainable investing.

Unlock the future of finance with Bin Ren, Founder & CEO of SigTech, as he reveals the transformative potential of AI in capital markets. Discover how AI is revolutionizing financial decision-making processes by enhancing productivity tools for professionals in investment management, trading, and risk management. Learn about the critical role of a robust data foundation in building AI-driven systems and the intricate stages of pre-training and post-training large language models. Bin shares practical examples to illustrate how AI can swiftly process and summarize complex information, potentially altering how financial decisions are made.

Have you ever questioned whether AI is more hype than substance? In this episode of Trading Tomorrow, Don Welch, Vice President for Information Technology and Global University CIO at NYU, delivers a pragmatic take on artificial intelligence (AI). Known for his candid skepticism, Don traces AI's history from its early origins, debunking common myths about its capabilities and limitations. The conversation also dives into the growing problem of AI washing, where companies overstate the capabilities of their AI products. This is an engaging conversation, you don’t want to miss.  

In this episode of Trading Tomorrow, Serge Houles, the CEO of Tidan Capital, explores the evolving landscape of modern finance. Serge and host Jim Jockle of Numerix discuss the challenges and opportunities of rapid technological advancements in the financial sector. 

During this episode, the two also delve into the transformative potential of generative AI. From the initial excitement to the industry's careful approach, Serge provides a thoughtful and unique view of the future of AI in finance. He also shares insights into tokenization, discusses the crucial role of data and expertise, and emphasizes the need for accuracy and reliability as technologies evolve.

Lastly, Serge introduces Nova, a market-neutral volatility strategy, and discusses how technological advancements can help investors navigate volatile markets. Tune in for an in-depth discussion you don't want to miss. 

If you’re curious about the benefits and challenges of cloud-native banking platforms, this is the podcast episode for you. Host Jim Jockle of Numerix is joined by Vishal Dalal, CEO for North America, Europe, and Asia at Pismo. Together, they explore the transformative power of cloud-native banking platforms. Vishal shares insights into the growing adoption of cloud solutions by banks and financial institutions, the benefits, including scalability, flexibility, and security, and how cloud-native systems are revolutionizing core banking operations. 

Jim and Vishal also discuss challenges with legacy technology, regulatory concerns, and future trends in cloud adoption. Whether you’re a fintech enthusiast or just curious about the future of banking, this episode offers a deep dive into the rapidly evolving world of financial technology.

How important is cloud migration for banks? How will AI reshape finance jobs in the next five years? Is blockchain the finance industry's top priority?

Find out on "Trading Tomorrow: Navigating Trends in Capital Markets" Numerix's podcast, which explores the intersection of finance, innovation and technology.

Join Jim Jockle for season three as he speaks with industry titans and tech pioneers about the trends changing the game. 

Welcome back to another exciting season of Trading Tomorrow—Navigating Trends in Capital Markets, the podcast by Numerix. In this episode, we deep-dive into the technologies reshaping the world of capital markets. Join host Jim Jockle, a veteran of the finance industry with a passion for the complexities of financial technologies and market trends, as he embarks on season three of this exciting series.

AI technologies have sparked widespread curiosity and adoption across many industries, encouraging professionals to explore the practical applications of AI in their daily tasks. This is no different in the finance industry, where experts have been experimenting with the transformative potential of integrating AI into standard tasks. 

That is what startup, Finpilot is doing. Described as ChatGPT for financial questions, Finpilot uses AI to pull information out of unstructured financial data. The co-founder and CEO, Lakshay Chauhan, joins Jim Jockle to discuss this technology, its implications and its future. 

Join host Jim Jockle on "Trading Tomorrow - Navigating Trends in Capital Markets" as he speaks with Rodney Reisdorf, the CEO and Co-Founder of Verivend, dubbed the "Venmo of private capital.” Raising capital is a critical and time-honored endeavor within the finance industry. It often means a complex web of paperwork, regardless of the funding mechanism. Verivend is trying to change and speed up this process. This episode unpacks Verivend and the integration of technologies like blockchain, artificial intelligence, and secure digital platforms that could revolutionize how we handle private market transactions in the future. 

Artificial intelligence has evolved from a cutting-edge concept to a vital force in capital markets—reshaping strategies, streamlining decisions, and making prompt engineering a must-have skill for today’s financial professionals.

In this episode of Trading Tomorrow - Navigating Trends in Capital Markets, we revisit key AI trends and bold predictions from our first two seasons. What did we get right? What surprised us? Tune in as we reflect on AI's rapid rise and its real-world impact on the financial landscape.

Join host Jim Jockle on "Trading Tomorrow - Navigating Trends in Capital Markets," as he dives into the transformative impact of technology on the finance sector with Prath Reddy, president at Percent. In this episode, they explore the burgeoning realm of private credit, how technology is redefining accessibility and efficiency, and the pivotal role of data in shaping investment strategies. Discover how these advancements are changing transactions and capital markets. 

Join host Jim Jockle for this episode of "Trading Tomorrow - Navigating Trends in Capital Markets," where he delves into how blockchain and capital markets with Igor Telyatnikov, CEO and co-founder of AlphaPoint. Together, they explore blockchain's potentially transformative impact on finance, its role in financial inclusion, and its potential to revolutionize asset tokenization. Gain insights into blockchain's evolving landscape and how it may redefine financial systems as we know them. 

This episode of Trading Tomorrow - Navigating Trends in Capital Markets explores low-code's potentially transformative impact on the financial industry. Low-code has been presented as an innovative drag-and-drop coding method that seamlessly integrates with traditional programming languages like Python, dramatically accelerating application development and maintenance. In this episode, host Jim Jockle of Numerix and Brian Sathianathan of Iterate.ai discuss if low-code technology is well-suited for the financial industry. The discussion also covers the challenges associated with legacy infrastructure and regulatory compliance, and if low-code's modular design is a solution that enhances scalability and security.

In this episode of Trading Tomorrow - Navigating Trends in Capital Markets, Jim Jockle is joined by Alex Yavorsky of Jefferies to dissect the larger picture of how innovative technologies and forward-thinking companies are reshaping financial markets. From electronic trading's influence to the impact of digital transformation in traditional banking, this podcast offers a front-row seat to the evolving landscape of finance. The financial landscape is notoriously complex, and understanding where it's headed is invaluable. 

All around the globe, AI is not just advancing; it's sprinting forward. As we stand on the edge of what could be the largest technological revolution of our time, we're facing some crucial questions. How do we navigate the development, deployment, and impact of AI while mitigating its associated risks, especially in a highly regulated industry like finance? And could the answer to implementing AI responsibly lie in the use of another popular technology, Blockchain? Dr. Merav Ozair, a global leading expert on emerging technologies, argues yes. She joins the host of Trading Tomorrow - Navigating Trends in Capital Markets, Jim Jockle for a riveting conversation on AI, Blockchain, and the future. More from Dr. Merav Ozair, including where to buy her upcoming book, can be found at -  https://www.doctorblockchain.io/

Generation Z has entered the chat and the workforce. During this episode of Trading Tomorrow - Navigating Trends in Capital Markets, host Jim Jockle of Numerix is joined by Bruce Martin, the CEO of Tax Systems, and Keryn Koch, the Chief HR Officer for Numerix, to discuss the newest addition to the workforce, Gen Z. As they traverse the generational shift in the workplace, they’ll reveal how the unique perspectives of these young professionals are driving digital transformation and pushing for a reevaluation of corporate culture. Their demand for technological integration and ethical practices is reshaping how employers hire and retain talent. 

As AI continues to reshape the financial industry, the call for robust, transparent regulation grows louder. How can we answer that call, emphasize AI’s compliance with existing laws, and understand the implications, all while continuing to promote quick innovation?  

In this episode of Trading Tomorrow - Navigating Trends in Capital Markets, Host Jim Jockle of Numerix is joined by Professor Michael Wellman, currently one of the most influential voices on AI regulation and Division Chair of Computer Science and Engineering at the University of Michigan. 

ChatGPT took the world by storm, reportedly hitting one million users within five days of its launch. The technology is now estimated to have over 180 million monthly users. In this episode of Trading Tomorrow - Navigating Trends in Capital Markets, we look at the reasons behind the burst in popularity and what the future might hold for AI and MLs. 

Tune in for a fascinating conversation between Host, Jim Jockle of Numerix and expert Adam Hyland, currently a PhD student in the Computer Supported Collaboration Lab at the University of Washington. From why Hyland didn’t see this trend coming, to if prompt engineer training will become the norm, to other tools that have garnered similar attention; this episode is a treasure trove of AI knowledge. 

Influenced by technological innovations, regulatory changes and evolving market dynamics, the 2024 global finance landscape continues to rapidly transform in front of our eyes So what are the trends you need to be tracking?

Host Jim Jockle of Numerix is joined by Kevin McPartland, a renowned market structure and technology expert who’s currently the head of market structure and technology research for Coalition Greenwich, a division of CRISIL. During the first episode of season two, Jim and Kevin discuss the top market structure trends to watch for 2024.

The countdown has begun. We are just  days away from the season two launch of "Trading Tomorrow - Navigating Trends in Capital Markets.” Hosted by Jim Jockle of Numerix, this podcast dives into the technologies revolutionizing capital markets. 

Coming up on season two we discuss the future of AI and regulation, whether blockchain could revolutionize banking, how finance companies are utilizing low-code technologies an so much more. 

In this episode of Trading Tomorrow – Navigating Trends in Capital Markets, host Jim Jockle sits down with Jennifer Arnold, co-founder and CEO of Minerva, to explore the future of compliance and the evolving role of technology in combating financial crime. Jennifer shares her journey from anti-money laundering expert to RegTech innovator and unveils how Minerva uses technology and automation to revolutionize financial crime detection. This episode delves into the intersection of innovation, regulatory challenges, and the human role in technology-driven compliance.

We are thrilled to announce that the season two launch of Trading Tomorrow - Navigating Trends in Capital Markets is just around the corner. Stay tuned for engaging conversations with industry experts starting March 14th. 

Explore the cutting-edge technologies captivating the finance industry's investments and attention. In this episode, host Jim Jockle of Numerix is joined by Prakash Neelakantan and Matthew Nelson of Broadridge Financial Solutions, to bring further context to their annual Digital Transformation study findings. From the impact AI and machine learning have had on operations, to how the pace of digital transformation within firms has changed, to why data analysis and visualization remain a high priority, listen as they paint a picture of what technological advancements are shaping finance and how. 

The cloud has revolutionized how businesses operate, bringing forth a wave of innovation that has transformed scalability, cost-efficiency, flexibility, and collaboration. In the labyrinth of finance, where regulations are intricate, compliance is paramount, and institutional culture holds significant sway, the transition to the cloud has been a cautious one. But now, more financial institutions are embracing the benefits cloud technology can offer.

Join Numerix's Jim Jockle, Elle Ellis, and Kalyani Koppisetti of AWS and Numerix's Chief Information Officer, Nestor Nelson, as they share their first-hand experience with cloud adoption and Capital Markets. They discuss creating a 360-degree view of customer data, utilizing AI and machine learning for trading strategy advisory, advantages of scalability and automation, security considerations, and more. Don't miss this comprehensive overview of the financial sector's journey toward embracing cloud technology.

Dive into the intricate world of capital markets data in this episode. Host Jim Jockle of Numerix explores current and future data trends with Scott Fitzpatrick, CEO Tradition SEF & Global Head TraditionDATA.  Discover why Tradition's data is in high demand, its extensive global reach, and how it remains impartial in the markets. During this episode, Scott delves into data capture complexities, from voice-to-text conversion to data watermarking. Don't miss this insightful conversation on challenges and advancements in the data industry. 

Blockchain is a technology that garners much interest from those who work in capital markets. However, how and when the complex world of asset tokenization could transform banking remains a mystery to many. In this episode, host Jim Jockle speaks with Graeme Moore about what the future intersection of finance and blockchain could look like. Graeme is Head of Tokenization at the Polymesh Association, a not-for-profit dedicated to the growth of the Polymesh blockchain ecosystem. Join Graeme and Jim as they discuss groundbreaking ideas, dispel myths,  and discuss blockers currently standing in the technology's way.    

In this insightful podcast episode, we delve deep into the shifting landscape of the energy and commodities markets, discussing the ever-increasing volatility and its repercussions, particularly the growing need for robust counterparty risk measures. Host, Jim Jockle of Numerix, is joined by Karl Sees, CubeLogic's Global Head of Product Strategy and Pre-Sales as they also explore current risk trends and the surging interest in market-based analytics such as stress testing and cash flow evaluations in response to these challenges. 

Imagine a world where artificial intelligence dictates your financial decisions; it might be just around the corner. Join host Jim Jockle of Numerix and expert Chandini Jain as they delve into AI/ML and how these technologies are reshaping the world of investing decisions. A former derivatives trader, Chandini is the CEO of Auquan, an AI innovator transforming vast, unstructured data into actionable intelligence for financial services customers. 

Listen as Chandini and Jim discuss how AI/ML has helped companies avert disaster through actionable intelligence and what the future of this technology in the investing space could look like. Take advantage of this exciting episode.

What if you could see data differently? Not just as numbers on a 2-D screen but as images that tell a story. This concept is Lyron Bentovim's dream. As the President and CEO of The Glimpse Group, Lyron oversees a myriad of virtual reality technology, one of which, D6 VR, focuses on finance and big data.

VR is a fast-developing industry; revenue is estimated to explode to $22 billion by 2025. In this episode, our host, Jim Jockle of Numerix, is joined by Lyron as he shares his first-hand experience and insights from fostering businesses within the VR and AR industry. Listen to hear Lyron's intriguing story behind the birth of D6 VR and what he believes is the future of this technology. 

Prepare yourself for a enlightening journey into the world of derivatives clearing, where rising interest rates are opening up new avenues of growth. Join our host, Jim Jockle, for an engaging and comprehensive discussion along with expert insights from Acuiti's head of research, Ross Lancaster, and Udi Sela of Numerix. All three explore the revitalization of revenue streams for firms and the potential for the derivatives industry.

It's time to navigate the riveting world of capital markets and technology. Neil Chinai, Operating Partner at Sand Hill East joins us to discuss four technology trends you should be tracking if you work in Capital Markets. With over 25 years of experience driving innovation in IT for Tier 1 banks, Neil brings a wealth of expertise to the table. During this episode Neil and host, Jim Jockle of Numerix, provide expert insight on how low code, no code, and blockchain asset tokenization are reshaping the financial industry. We also discuss the vast impact AL/ML has and will have on the industry and digitalization in the face of recent technological advancements. 

In this episode of Trading Tomorrow - Navigating Trends in Capital Markets, host Jim Jockle is joined by Patrick Spencer, Managing Director of Moneytree Software, to discuss how emerging technologies can and are reshaping the financial planning landscape. Patrick shares insights into Moneytree's platform, emphasizing personalization, trust, and goal-based engagement between advisors and clients. Explore the transformative power of AI and UX/UI advancements and how they affect the financial industry in real-time. 

This is a promotional trailer for the upcoming season of 'Trading Tomorrow - Navigating Trends in Capital Markets' a podcast by Numerix hosted by James "Jim" Jockle. 

Prepare for a deep dive into the intricate world of artificial intelligence with our esteemed guest Prag Sharma. As the Global Head of Artificial Intelligence at Citi's AI Centre of Excellence, Prag's forefront insights into the rapid integration of AI into the finance sector are truly riveting. Watch as Prag and host, Jim Jockle of Numerix, unpack the implications of AI in finance, from strategy to ethical usage, and the urgency for an expert ecosystem.

In this episode of Trading Tomorrow, we explore the groundbreaking ways artificial intelligence is reshaping finance with insights from Fawaz Chaudhry, the Head of Equities for Fulcrum Asset Management. Fawaz provides a rare look at how AI tools are harnessed to interpret complex data, streamline coding, and improve reporting in finance. We delve into the future of AI for pattern recognition in images and video, and Fawaz shares the impact of hardware advances on AI's capabilities in finance. Tune in to discover how AI affects productivity, market efficiency, and the future of portfolio construction.

In this Trading Tomorrow – Navigating Trends in Capital Markets episode, Jud Mackrill, Co-Founder and Managing Partner at Milemarker, reveals how data integration and cloud solutions are revolutionizing the wealth management landscape. Judd discusses the transition from traditional tools like Excel to AI-driven platforms, enhancing profitability, decision-making, and client service for financial advisors. Learn about Milemarker's innovative approach to real-time data analytics and how their solutions tackle merger integration challenges, streamline processes, and improve client relationships. From cloud strategy to AI, this conversation sheds light on the future of wealth management.

In this episode, host Jim Jockle sits down with Alvaro Cartea, Director of the Oxford-Man Institute of Quantitative Finance and Professor of Mathematical Finance at Oxford University. Together, they explore the transformative power of AI in financial markets and delve into how deep learning and reinforcement learning are reshaping trading strategies. Alvaro explains how these technologies uncover patterns humans can miss and how they’re personalizing trading models to fit unique market views. He raises crucial questions about the unintended consequences of autonomous algorithms, like the risk of AI-driven market collusion, and discusses what this means for future regulation and oversight. Tune in for a deep dive into the future of finance!

In Part 2 of Jim Jockle's conversation with Rance Masheck, CEO of iVest+, and Chris Mercer, the companies COO and Head of Business Development, we continue to discuss how AI is shaping trading strategies and enhancing decision-making. Discover the future of AI in finance, success stories from educators using iVest+’s advanced tools, and the growing impact of vertical AI applications. 

In this episode, Jim Jockle dives into the transformative role of AI in trading. Joining him is Rance Masheck, CEO of iVest+, and Chris Mercer, COO and Head of Business Development for iVest+.

 iVest+ uses an innovative AI-powered toolkit to reshape trading for their users with smarter insights and streamlined decision-making. From advanced screeners to personalized trading coaches, explore the AI strategies that are currently redefining the trading landscape. 

There was so much information, we had to break it into a two-part episode. This is part one, stay tuned next week as we release part 2 of this insightful conversation!