Welcome to the fascinating world of 'Trading Tomorrow - Navigating Trends in Capital Markets,' where finance, cutting-edge technology, and foresight intersect. In each episode, we embark on a journey to unravel the latest trends propelling the finance industry into the future. Join us as we dissect how technological advancements and market trends unite, shaping the strategies that businesses, investors, and financial experts rely on. From the inner workings of AI and ML to the transformative ...
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Get the insights you need to maximize your profitability this week. Welcome to OPTIMAL INSIGHTS, brought to you by Optimal Blue. Join our experts as they explore the latest real-time rate data and provide essential commentary spanning from originations to capital markets – insights you need to hear as you start your week. Designed for mortgage professionals, from originators to investors and everyone in between, each episode offers valuable information to help you maximize profitability and ...
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The Capital Markets FinTech Forum by ipushpull provides regular industry news, interviews and discussion on hot topics impacting our sector. Being a fintech gives us a unique perspective on the market as well as access to the views of leading banks, brokers, traders, asset managers and data services businesses. Whether you're interested in APIs, data distribution, chatbots or workflow automation, we aim to bring you interesting perspectives and insight from across the financial services sect ...
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Welcome to Private Capital Markets, a podcast by the Private Capital Markets Association of Canada or PCMA. This podcast focuses on capital raising, securities registration and compliance, and private placements in Canada. It's designed for entrepreneurs, exempt market dealers, dealing representatives of exempt market dealers, investment dealers, portfolio managers, advisors, lawyers, accountants, and industry professionals. Private Capital Markets is your essential guide to navigating the p ...
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Unfiltered commentary on the capital markets. Raw and uncut covering topics across business, finance, and the economy.
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This podcast is jam packed with information on how to do larger commercial real estate deals
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Looking Ahead to 2025 & Year-End Market Wrap | Dec. 23, 2024
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Welcome to this week’s episode of Optimal Insights. In this episode, our experts offer an analysis of the economic landscape as we approach the new year. Jim Glennon, Jeff McCarty, and Ben Larcombe discuss the Federal Reserve's recent announcements and their implications for interest rates, highlighting a potential pause in rate cuts moving into 20…
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Fighting Against Financial Crime with Jennifer Arnold
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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 unveil…
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Reflections on 2024: Economic Trends and Industry Impact | Dec. 16, 2024
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Welcome to this week’s episode of Optimal Insights. This week, our experts reflect on the pivotal events and trends of 2024, providing a comprehensive year-in-review that touches on both industry-specific developments and broader global occurrences. Notably, they discuss the persistent high interest rates and their implications for profitability in…
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Tariff Tangle: Tracing the Impact on the U.S. Economy and Housing | Dec. 9, 2024
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Welcome to this week’s episode of Optimal Insights. In this episode, our experts discuss the intricate relationship between tariffs, inflation, and the mortgage market. Jim Glennon leads a discussion with Jeff McCarty, Alex Hebner, and Kevin Foley, emphasizing how proposed tariffs could significantly impact inflation rates and, consequently, mortga…
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How Technology is Driving Client Engagement in Financial Planning
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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 goa…
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Unpacking the 2025 FHFA Loan Limits | Dec. 2, 2024
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Welcome to this week’s episode of Optimal Insights. In this episode, Optimal Blue experts discuss key economic data, recent cabinet appointments, and their potential impacts, while also highlighting the newly released loan limits for 2025. The episode emphasizes the implications of these loan limits, which have increased significantly, reflecting c…
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The Current Landscape of Mortgage Servicing Rights and Recapture | Nov. 25, 2024
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Welcome to this week’s episode of Optimal Insights. In this episode, our experts discuss the impact of recent economic data and holiday trading schedules on profitability. Ben Larcombe highlights a notable uptick in existing home sales, marking the first year-over-year increase since 2021, while also cautioning about potential slowdowns due to risi…
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Unlocking AI's Power in Finance with Fawaz Chaudhry
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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 i…
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Pioneering the ipushpull Web App Experience: Innovation, Flexibility, and Customer-Centric Design
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In this episode of the ipushpull podcast, Andrew Capewell (Head of Product) is joined by David Jones (CTO) and Neil Wetherill (Head of Technical Sales) to discuss the development and impact of the new ipushpull web app. Key Talking Points: Customer-Centric Design: How client feedback shaped the app's configurability and streamlined workflows, enabl…
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What are Mortgage Servicing Rights and Why Should Originators Care? | Nov. 18, 2024
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Welcome to this week’s episode of Optimal Insights. In this episode, our experts discuss the current state of the mortgage market, highlighting the challenges and opportunities as interest rates hover above 6.8%. The discussion emphasizes the rise in cash-out refinancing due to significant home equity, even as overall volume struggles in the face o…
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The Digital Shift in Financial Advisory: Insights with Jud Mackrill
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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, d…
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Demystifying Hedging Strategies in a Volatile Market | Nov. 11, 2024
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Welcome to this week’s episode of Optimal Insights. In this episode, our experts discuss the intricacies of hedging within capital markets, emphasizing its critical role in protecting profit margins amidst fluctuating interest rates. Host Jim Glennon is joined by experts Jeff McCarty and Alex Hebner to explore the recent election outcomes and their…
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Navigating AI and Financial Markets with Alvaro Cartea
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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 strategie…
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Unlocking the Lock Desk: Policies, Production, & Capital Markets Connections | Nov. 4, 2024
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Welcome to this week’s episode of Optimal Insights. In this episode, our experts share the current state of the capital markets, emphasizing the impact of recent economic indicators and the upcoming election on rate trends. Jim Glennon leads the discussion with insights from Jeff McCarty, who highlights the uncertain market landscape post-Fed rate …
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Navigating AI’s Role in Trading: Insights and Possibilities with iVest+ (Part 2)
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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…
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Exploring Economic Data | Chris Maloney on Potential Election Impact | Oct. 28, 2024
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Welcome to this week’s episode of Optimal Insights. In this episode, our experts discuss recent housing supply data, highlight the significant impact of inflation, and explore how election outcomes could influence interest rates and government spending with special guest, Chris Maloney, mortgage strategist at Bank of Oklahoma. Key Takeaways: Curren…
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Navigating AI’s Role in Trading: Insights and Possibilities with iVest+ (Part 1)
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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 screener…
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Housing Policy and the Effects on Pricing | October 21, 2024
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Welcome to this week’s episode of Optimal Insights. In this episode, our experts discuss the critical intersection of housing policy and market dynamics as the election approaches. They explore how political platforms from both major candidates could influence housing supply and affordability, the current state of the housing market, including rece…
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Are Generative AI Agents a Game-Changer for Wealth Management?
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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 operation…
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Why Are There So Many Loan Products? | Oct. 14, 2024
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Welcome to this week’s episode of Optimal Insights. In this episode, our experts explore the intersection of economic indicators and mortgage market dynamics with guests Alex Hebner and Kevin Foley. The team discusses market updates, recent inflation metrics, and the topic of specified pools and loan products in this week’s episode. Key Takeaways: …
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Aligning Investments with Values: Jason Britton on ESG's Growing Significance
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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 c…
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Navigating Economic Winds: Employment, Rates, and Refinancing | Oct. 7, 2024
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Welcome to Optimal Insights. In this episode, our experts discuss how the robust job growth, particularly in the hospitality and service sectors, has influenced market expectations and rate movements. They highlight the ongoing challenges in the economy and the potential for refinancing waves as rates trend lower in the coming months. The conversat…
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The Impact of AI on Capital Markets with Bin Ren
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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 …
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From Inflation to Interest Rates: Understanding Market Dynamics | Sept. 30, 2024
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Welcome to the first episode of Optimal Insights. In this episode, our experts discuss the recent developments in interest rates and their impact on market trends. The episode highlights a significant drop in mortgage rates, approaching 6%, which has sparked an increase in lock volumes, defying typical seasonal patterns. The team also explores the …
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Debunking AI Myths: A Glimpse into Tech’s Future with Don Welch
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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 myth…
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Commodity Trading: From Paper to Digital – What’s Next?
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In the first episode of ipushpull's Commodities Pod, Andrew Capewell (Head of Product) and Robert Kingham (Technology & Sales) discuss the current state of the commodities market and how technology is shaping its future. Drawing from their extensive experience, they explore the slow adoption of digital tools and what it will take to drive efficienc…
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Compliance Tech Trends: Voice, AI, and Real-Time Monitoring
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In this episode of the Capital Markets Forum, Matthew Cheung, CEO of ipushpull, sits down with Eren Erman, Head of Compliance Technology at TP ICAP, to discuss the evolving landscape of compliance technology. They explore the latest trends, challenges, and opportunities in communication monitoring, AI integration, and regulatory tech. Listen in as …
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Get the insights you need to maximize your profitability this week. Welcome to OPTIMAL INSIGHTS, brought to you by Optimal Blue. Join our experts as they explore the latest real-time rate data and provide essential commentary spanning from originations to capital markets – insights you need to hear as you start your week. Designed for mortgage prof…
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The Intersection of Hedge Funds and Cutting-Edge Tech with Serge Houles
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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 genera…
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Cloud Technology's Role in Modern Banking: An Insider's Perspective
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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…
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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,…
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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 …
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Trade Smarter: Harness the Power of Proactive Trading Activity Monitoring
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Join host Steve Grob, founder of Vision57, as he explores the groundbreaking collaboration between Mike Powell, CEO of Rapid Addition, and Dan Eccleston, co-founder of ipushpull. This insightful conversation delves into how their combined technologies are revolutionising trading activity monitoring, enabling traders to be more proactive and place m…
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Private Issuer Exemption: Everything You Need to Know
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Are you an entrepreneur looking to raise funds for your startup? Or a professional seeking to understand the Private Issuer Exemption in Canada? In this episode of the Private Capital Markets , host Brian Koscak, Vice Chair of the Private Capital Markets Association of Canada and a corporate securities lawyer, breaks down Section 2.4 of National In…
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Welcome to Private Capital Markets, the podcast by the Private Capital Markets Association of Canada (PCMA). If you’re an entrepreneur, dealer, portfolio manager, advisor, lawyer, accountant, or any other industry professional, this podcast is your essential guide to navigating the private capital markets in Canada. Join host Brian Koscak, PCMA Vic…
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What is your chat strategy? Interview with Saleem Bhatti, Professor at St Andrews
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In the podcast episode of "What is your Chat Strategy?" featuring Dan Eccleston, Co-Founder of ipushpull, and Saleem Bhatti, Professor at St. Andrews University, they delve into the evolving landscape of chat technologies and data security. Topics covered: Evolution of Communication Systems: Saleem discusses the shift from traditional methods like …
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What is your Chat Strategy? Interview with Peyman Mestchian, Director of Research, UCL
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In this podcast episode of "What is your Chat Strategy?" featuring Dan Eccleston, Co-Founder of ipushpull, interviewing Peyman Mestchian, Director of Research at UCL, they explore the transformative impact of AI and chat platforms on financial markets. Topics covered: Evolution and Accessibility of AI: Peyman discusses the history and recent access…
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Navigating AI Adoption in Finance with Finpilot
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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 s…
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Speeding up Capital Markets Through Quicker Capital Raising
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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 mech…
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Navigating the New World of Private Credit Opportunities and Strategies
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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 rol…
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Crypto and Capital: The Impact of Blockchain on the Financial Industry
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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 r…
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The Impact of Low-Code Technology on the Financial Industry
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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 develop…
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Revolutionizing Finance: A Deep Dive into Fintech Innovations
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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…
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Dr. Merav Ozair on if Blockchain could enable Responsible AI
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27:07
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…
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AI Regulation and the Finance Industry
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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 Ji…
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Attracting, Retaining and Engaging the Gen Z Workforce
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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…
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Understanding the Quick Rise and Wide Impact of AI and MLs
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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.…
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Track these Trends: 2024 Market Insights with Coalition Greenwich
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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 th…
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