GlobalTrading Podcast

Don Short, Head of Venture Equity at InvestX Capital, discusses the U.S. IPO market – current conditions, latest trends, and the outlook for 2024. The podcast is hosted by GlobalTrading Editor Terry Flanagan.

Marcus New, Founder and CEO at InvestX, discusses the state of the private equity marketplace and the evolution of InvestX, which aims to democratize access to the asset class by empowering broker-dealers to invest in pre-IPO companies. The podcast is hosted by GlobalTrading Editor Terry Flanagan. 

Will Mitting, Founder and Managing Director at Acuiti, and Joe Schifano, Global Head of Regulatory Affairs at Eventus, discuss key themes of the recently released 2023 Trade Surveillance Market Review, which was published by Acuiti and commissioned by Eventus. The podcast was hosted by Markets Media Group Editor Terry Flanagan.  

Regulators and capital markets industry groups worldwide are pushing to shorten settlement cycles in equity trading. Aman Mehta, APAC Sales Director and APAC Digital Assets Lead for Securities Services at BNP Paribas, and Alan Cameron, Head of Financial Intermediaries and Corporates Client Line Advisory for Securities Services at BNP Paribas, spoke with GlobalTrading Editor Terry Flanagan about this long-term trend and its implications for market participants. Discussion points included reasons for shortening the settlement cycle, differences in settlement cycles across geographic regions, and the role of the securities service provider in helping investment firms navigate shortened settlement. 

A Joint Podcast with Global Trading and sister publication, DerivSourceWe begin the new year by reflecting on conversations of 2022’s past that set us up for continued success in 2023 and beyond. In this episode, Terry Flanagan, Managing Editor of Markets Media, and host for the GlobalTrading podcast, and Julia Schieffer, editor of DerivSource and host for DerivSource’s podcast reflect on the top 3 notable conversations of 2022. 2022 came with rapid change and regulation and we felt most inspired by the conversations discussing what lies ahead of 2023 for post-trade technology changes and those who shared their views on navigating the rapidly changing collateral management space. Some of the most influential discussions came from discussing the challenges and opportunities that come with continued market volatility with Derivative Path’s head of business development, Tom Loffreido, and head of balance sheet strategy, Isaac Wheeler. As well as, chatting with Gemma Hagen, Director of Technology at Aspect Capital, excavating the challenges and opportunities associated with the buy side modernizing its technology, and taking a fascinating deep dive into the connections between behavioral psychology and risk management with Hersh Shefrin, author, pioneer, and Mario L. Belotti Professor of Finance at Santa Clara University. Please go to the Global Trading website or Global Trading podcast to listen to the full episodes or your favorite podcasting channel. And don’t forget to subscribe!

Mike Wilkins, Head of Industry Solutions at R3, the enterprise blockchain solutions provider, talks to Shanny Basar, Senior Writer at Markets Media, about how blockchain is being used in institutional capital markets and the importance of interoperability in allowing frictionless movement between different parts of the digital asset ecosystem. Wilkins has more than 20 plus years experience in capital markets technology including eight years at Fidessa, the financial technology vendor in Chicago. He also worked at a wealth management start up. so joining R3 at the beginning of 2022 allowed him to combine his interest in financial technology with a startup mentality. R3 was founded in 2014 by a consortium of global banks and its core offerings are Corda, a private permissioned distributed ledger technology platform, and Conclave, which allows confidential data sharing.

 Natacha Dezert, Blockchain & Digital Assets Program Manager for BNP Paribas Securities Services, and Aman Mehta, APAC Sales Director and APAC Digital Assets Lead for BNP Paribas Securities Services, discuss how digital assets are changing the business of institutional investors  with Markets Media Group Senior Writer Shanny Basar. 

Laura Atherley, Managing Director - Head of APAC Senior Relationship Management at Citi, and Christine Inge, Head of Client Solutions Prime Services, Global Markets APAC, BNP Paribas, discuss the present and future of diversity & inclusion in financial services with GlobalTrading Editor Terry Flanagan.

Richard Turner, Senior Trader, Currency Solutions at Insight Investment, speaks with GlobalTrading Editor Terry Flanagan about execution connectivity in foreign exchange trading. 

Markets Media Group created the Neil DeSena Market Advocate Award in 2017 to honor the late electronic trading pioneer and all-around good guy. In this podcast, Carolyn Cushman DeSena, Neil's widow, and Rishi Nangalia, a close friend and former colleague of Neil, talk to GlobalTrading Editor Terry Flanagan about the Neil DeSena they knew, and the legacy of the award. 

Gemma Hagen, Director of Technology at Aspect Capital, speaks with GlobalTrading Editor Terry Flanagan about the challenges and opportunities associated with the buy side modernizing its technology. 

Joe Schifano, Global Head of Regulatory Affairs at Eventus Systems, speaks with GlobalTrading Editor Terry Flanagan about the biggest themes in trade surveillance in 2021, and what to watch for in 2022.

Cromwell Coulson, President and CEO of OTC Markets Group, speaks with GlobalTrading Editor Terry Flanagan about current topics in the trading of over-the-counter securities, including the focus on investor protection, the evolution of SEC Rule 2-11, and retail investors' interest in digital assets.

Aya Asunama, Sales Representative for MarketAxess in Japan, speaks with GlobalTrading Editor Terry Flanagan about her background, career, and accomplishments. Aya won Rising Star at Markets Media Group's 2021 Women in Finance Asia Awards. 

Matthew Nelson, Vice President, Buy-Side Strategy and Business Development at Broadridge, and Ignatius John, former president of Alpha Omega (now a Broadridge business), speak with GlobalTrading Editor Terry Flanagan about how Financial Information eXchange (FIX) has evolved to be used for post-trade matching, and the NYFIX Matching solution. 

Rob Gouley, Principal, Trading at OMERS, and Eric Stockland, Managing Director, Global Markets at BMO Capital Markets, speak with GlobalTrading Editor Terry Flanagan about how sell-side brokerage firms can use small-scale experiments to test new exchange order types.

Klug discuss the fintech firm's past, present and future, and its core mission to optimize capital markets, with GlobalTrading Editor Terry Flanagan.

Packy Jones, Executive Chairman at JonesTrading, and Soumit Roy, Director of Research at JonesTrading, discuss JonesTrading's research offering with GlobalTrading Editor Terry Flanagan. Jones and Roy discuss the background and history of research at JonesTrading, how the agency broker differentiates its research offering, and what lies ahead. 

Kathy Matsui, former vice chair of Goldman Sachs Japan and a longtime champion for women's advancement in the workplace, speaks with Nasrine Ghozali, Chief Risk Officer for Oasis Management, a member of the Women in Finance Asia Awards Advisory Board.

Shilesh Shekhawat, MD, Head of Equities Electronic Execution Product, APAC at Citigroup Global Markets, speaks with Erin Stanton, Global Head of Portfolio and Trading Analytic Client Support at Virtu Financial, and Lily Xiong, Head of Corporate Access, APAC at BlackRock, about the variety of diversity and inclusion initiatives adopted by their firms, and their personal experiences with the programs.