Podcast
Sound DeFi
Hosted by Chris Berg · EN
From the front edge of Web3, Sound Defi delivers key insights from thought leaders on all things DeFi, blockchain, crypto and private market data.
10episodes
Episodes
Newest firstAll episodes
#033: Bringing Global Distribution to Private Markets | Anthony Woolley (Citigroup, HSBC, Ownera) + Todd Stevens (PwC, Deutsche Bank, Inveniam)
Oct 13, 202200:18:33Tap to summarizePrivate markets are the biggest on the planet, representing trillions of dollars of assets. But they often lack the transparency investors have come to expect from public markets. Inter-dealer brokers bridge that gap by providing pricing, liquidity, and privacy for buyers and sellers, but they’ve struggled to keep pace with the latest innovations in digitization and tokenization.Enter INVENIAM.io, the data operating system for delivering access, transparency, and trust in the value and performance of private market assets. Inveniam is helping asset owners and managers credential their documents, extract their data, and deliver their trusted data into third-party tools like ARGUS, iLEVEL, eFront, and more. Trusted data verified by Inveniam also enhances the offerings from our ecosystem partners like Tokeny, Ownera, Oasis Pro Markets, and more.Today, we’re sharing a recent conversation from Digital Assets Week Singapore featuring (along with our host Chris Berg):Anthony Woolley, Ownera Head of Business Development & Marketing – bringing the financial industry together to digitize the private marketsTodd Stevens, Inveniam Head of Capital Markets – the data operating system for delivering access, transparency, and trust in the value and performance of private market assetsWhere to find Anthony Woolley:LinkedIn: https://www.linkedin.com/in/anthony-woolley/LinkedIn: https://www.linkedin.com/company/ownera/Website: https://ownera.io/Where to find Todd Stevens:LinkedIn: https://www.linkedin.com/in/todd-stevens-818b04/LinkedIn: https://www.linkedin.com/company/inveniam-io/Website: https://inveniam.io/
Transcribe →#032: The Foundation for More Efficient Valuations | Tara Stacom (Cushman & Wakefield)
Oct 3, 202200:21:53Tap to summarizeAsset owners are flooded with data. And when these owners go to sell or value their assets, the valuation agents spend an inordinate amount of time collecting source documents and extracting the data therein. These processes are tedious, error-prone, and often spread across multiple emails or third-party data siloes.In response, Cushman & Wakefield is streamlining their valuation processes using the INVENIAM.io data operating system for private market assets.Today, we’re excited to have subject matter experts (along with host Chris Berg):Tara Stacom, Cushman & Wakefield Executive Vice Chairman — one of the "Big Three" commercial real estate services companiesPatrick O’Meara, Inveniam Chairman & CEO — the data operating system for delivering access, transparency, and trust in the value and performance of private market assetsWhere to find Tara Stacom:LinkedIn: https://www.linkedin.com/in/tara-stacom-b6613914a/LinkedIn: https://www.linkedin.com/company/cushman-&-wakefield/Website: https://www.cushmanwakefield.com/en/united-states/people/tara-stacomWhere to find Patrick O’Meara:LinkedIn: https://www.linkedin.com/in/patrickdomeara/LinkedIn: https://www.linkedin.com/company/inveniam-io/Website: https://inveniam.io/team/#member-4947-infoWhitepaper: https://inveniam.io/whitepaper-valuation-as-a-service/
Transcribe →#031: Houlihan Lokey on the Data Behind Private Market Valuations
Sep 21, 202200:16:06Tap to summarize"We want to create opportunities for people, bring the best ideas to the table, and ultimately bring more people to markets because that is the best for all of us."--David Wagner, Senior Advisor, Houlihan LokeyWith Apex Group recently launching Valuation as a Service, powered by Inveniam, Chris Berg connects with Houlihan Lokey Senior Advisor David Wagner and Inveniam President Kerry Rudy to discuss how Valuation as a Service is driving greater efficiencies to valuation providers like Houlihan Lokey, specifically, while providing the foundational data architecture for the larger private markets ecosystem. Topics covered in this episode:--Detailed discussion on a recent use case of how the Inveniam.io platform is delivering trusted data and greater efficiencies for Houlihan Lokey and the clients they serve--Step-by-step walk thru on how the inveniam.io data operating system is providing access to trusted data across all private market players: --global financial providers, GPs & LPs--Asset managers--Valuation providers--Tokenization services--Secondary trading platforms.
Transcribe →#030: Apex Launches Valuation as a Service Powered by Inveniam
Sep 5, 202200:20:54Tap to summarize“As allocations to private asset classes continue to grow, trusted data is essential to being able to transact in private market assets. Using data that is verified on blockchain, through our innovative partnership with Inveniam will create efficiencies and deliver benefits for the $3 trillion of client assets we service.” Georges Archibald, Chief Innovation Officer & Regional Head of North America, Apex Group Apex Group and Inveniam announced Wednesday, September 7 that the two companies will be partnering to offer Valuation as a Service (VaaS) to Apex clients worldwide. Sound DeFi host, Chris Berg connected with Apex Group's Chief Innovation Officer & Regional Head of North America, Georges Archibald, and Inveniam, President, Kerry Rudy to discuss the ways in which Valuation as a Service will provide greater trust, transparency, efficiency, and liquidity to private market asset valuations. Topics covered, include:•The democratization of private market assets •How credentialed asset data creates a new standard of trust and drives price discovery in private markets•How Valuation as a Service delivers end-to-end efficiencies, transparency, and greater liquidity. •Eliminating asymmetry of data in private market assets •Expanding investor possibilities with permissoned access, to performance data
Transcribe →#029: How New Ecosystem Integrations and Innovation Are Driving Web3
Aug 18, 202200:14:18Tap to summarize"It's sort of a bear market...and a lot of people think a recession is coming, but at Inveniam we're seeing a lot of these large enterprise players continuing to lean into tokenization, blockchain, and DeFi." --Inveniam's Michael Nadeau Inveniam, Director of Ecosystem Strategies and creator of the DeFi Report discusses current market activity and insights from across Web3. A few of the key topics covered, include:•Further development of the DeFi Ecosystem--how key partnerships are delivering new paths to liquidity•Evolving regulation narratives in crypto and DeFi•Highlighting benefits of Tokeny's On Chain ID and how it is evolving a company's ability to compliantly issue, transfer, and manage assets on the blockchain
Transcribe →#028: Building Better Investments in Latin America With Better Data
Jul 26, 202200:18:14Tap to summarizeInveniam, Managing Director, Brazil & Peru, Marson Cunha is taking a closer look at the data--and the role it is playing in further opening up investment opportunities in Latin America. After a career in banking and real estate, Mr. Cunha quickly understood the value prop of Inveniam and the Inveniam.io data operating system. Now, as the Managing Director, Lead in Brazil and Peru, Mr. Cunha shares how Inveniam.io, as the trusted data architecture for private markets, is further bridging the gap between emerging markets and developed markets. Some of the topics covered, include:•Trusted data for better risk-return ratio calculations•Alleviating pain points for Fund Admins. in Brazil •US & Brazil REIT Markets •Brazilian Companies (Inveniam use cases)
Transcribe →#027: Putting Trusted Data at The Foundation of Private Market Liquidity
Jul 19, 202200:19:26Tap to summarizeChief Product Officer, Jeff Guillot, and the team at Inveniam have spent years designing a trusted data operating system for private market assets. In this interview, Mr. Guillot walks through some of the core features/benefits of the Inveniam.io operating system, like data sovereignty, the immutability of blockchain technology, advanced workflows, AI Assist/Automation, transparency, and the creation of trusted and credentialed data for enhanced price discovery and liquidity. This conversation provides great insights into how credentialed data is facilitating a new standard of trust, removing friction and workflow inefficiencies, and providing the foundation for new paths to greater private market asset liquidity.
Transcribe →#026: Taking Digital ATSs to The Bank with Pat LaVecchia
Jul 13, 202200:20:34Tap to summarizeOasis Pro Markets, CEO, Pat LaVecchia knows TradFi and DeFi, and in this episode, Mr. LaVecchia discusses the ways in which Oasis Pro Markets is integrating its digital ATS directly with DeFi applications as part of a digital asset evolution. Pat's own personal journey from TradFi to DeFi provides valuable insights into what he found most intriguing about the crypto, blockchain, and digital assets, along with a compelling perspective on how Oasis Pro Markets is addressing institutional investor problems and concerns. Some topics covered, include:•What brought Mr. LaVecchia to DeFi/finance background•Oasis Pro Markets value prop/market focus•Blockchain benefits to institutional investors •The evolution of DeFi infrastructure •Demystifying the notion of hacking as it relates to digital securities•Future of DeFi: fractionalizing assets & real estate
Transcribe →#025: The What, How & Why of DeFi with Michael Nadeau
Jul 12, 202200:22:12Tap to summarizeWith over ten years of commercial real estate experience and a genuine passion and knowledge of decentralized finance (creator of, The DeFi Report), Michael Nadeau talks with Sound Defi host Chris Berg about the economic realities and opportunities offered by blockchain technology and DeFi. Some of the topics covered, include:•Overview of DeFi •Demystifying DeFi--the realities of new technology•DeFi example: decentralized exchanges•New economic incentive structures of DeFi•Network effects on layer 1 blockchains •Pricing private market assets on a monthly basis
Transcribe →#024: Intro to Security Tokens with Security Token Advisors' Peter Gaffney
Jul 6, 202200:15:56Tap to summarizeSecurity Token Advisors, Head of Research, Peter Gaffney shares his journey and insights into the world of security tokens, tokenization, and Web3 opportunities/applications Through his involvement with Security Token Markets and Security Token Advisors, Mr. Gaffney lays out Security Token Advisors' role as an end-to-end liaison for clients looking to tokenize assets and/or raise capital via the tokenization process. As an innovator, Mr. Gaffney shares a forward-looking vision and highlights tokenization opportunities from private markets to the Metaverse.
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