Mark Casady on Financial Advice, Fintech and Cryptoassets

Mark Casady, cofounder and General Partner at Vestigo Ventures, and former Chairman and CEO of LPL Financial joins the show. In this episode we discuss: Mark’s career in financial services and the path that led him to becoming CEO of the world’s largest independent broker-dealer The evolution of the financial advice industry Mark’s thesis on […]

Weekly News Roundup 6/12/20 feat. Christine Sandler (Fidelity’s institutional survey, the GBTC premium trade, Coinbase at a crossroads) (EP.89)

Matt and Nic review the stories of the week, featuring special guest Christine Sandler, head of Sales and Marketing at Fidelity Digital assets. Christine joins the show to discuss Fidelity’s newly-released survey of institutional investor attitudes on digital assets. We talk about what FDAS is up to, client enthusiasm for the asset class, and how […]

Ryan Rabaglia (OSL) – Cryptodollars: the view from Hong Kong (EP.90)

Ryan Rabaglia has had a colorful career trading forex, equity, and oil before making his way into the cryptocurrency markets. He’s witnessed crypto develop from a niche, uninvestable curiosity to a liquid and financialized global asset. Now Managing Director and Global Head of Trading at OSL, one of the largest digital asset brokerages in the […]

David Nage (Arca) on how family offices are engaging with cryptoassets (EP.91)

David Nage, Principal and Head of Strategic Relations at Arca joins the show. In this episode we discuss: David’s experience in the family office channel and his path to the crypto industry His upcoming FO256 family office virtual conference on June 24th Podcasting and content creation as a complement to investing in the blockchain industry […]

Pat Larsen on making taxes easy for cryptoassets (Ep.94)

Pat Larsen, cofounder and CEO of ZenLedger joins the show. In this episode we discuss: Pat’s entrepreneurial journey and the path that led him to start Zenledger The current state of cryptoasset tax regulation Perspectives on emerging consumer use cases and new applications for cryptoassets To learn more about ZenLedger visit their website and to […]

Dave Balter on Leadership, Humility and the Startup Journey (EP.97)

Dave Balter, the cofounder and CEO of Flipside Crypto, a business intelligence company focused on public blockchains, joins the show. In this episode we discuss: Dave’s new book, The Humility Imperative, and the lessons he has learned from seven startups His POV on leadership in an emerging market like cryptoassets/blockchain Reflections on fundraising, remote working, […]