Fintech Underground by Alpaca

In episode #29 of Fintech Underground, our CEO, Yoshi, speaks with Mark Chahwan, Co-Founder and CEO of Sarwa about the following topics: 0:00 - Why Sarwa built Sarwa Trade as a way to give their customers more control over their own investing and trading decisions. 4:00 - Why Sarwa has focused on building a robust product suite before expanding into new markets. 10:00 - The impact of adding options to Sarwa’s product suite and how options trading has been a growing trend. 15:00 - How COVID sparked a global interest in investing and asset ownership. 19:00 - The growing trend of increasing access to markets beyond the U.S. exchange. 29:00 - What Mark feels is the hidden gem of the fintech world. Thank you for listening to Alpaca’s latest episode of Fintech Underground. You can find the YouTube video and transcript here: https://alpaca.markets/learn/how-sarwas-options-trading-and-product-diversity-has-helped-them-scale-quickly

In episode #28 of Fintech Underground, our CEO Yoshi speaks with Erik Zhou, Chief Accounting Officer and SVP of Finance and Accounting at Brex about the following topics: 1:00 - How Erik transitioned from auditing at PwC to the world of startups, including implementing new processes and overcoming challenges. 4:00 - Building an internal account team compared to the process of being an auditor. 9:00 - How internal accounting and financial processes scaled during Brex’s growth from 70 to 1,200 employees. 22:00 - Why Brex built a broker-dealer entity within their business. 37:00 - How Brex is working to position itself as the go-to commercial financial services provider for now and the future, and his role in getting there. 44:00 - The pros and cons of remote work in a scaling company. 51:00 - What is the one undervalued opportunity you see in fintech? Thank you for listening to Alpaca's latest episode of Fintech Underground. You can find the full transcript here: https://alpaca.markets/learn/how-brex-built-and-scaled-their-accounting-and-financial-operations-028

In episode #027 of Fintech Underground, our CEO Yoshi Yokokawa interviews Tosin Osibodu, Alpaca's Executive Director of Sales. They discuss his pre-Alpaca entrepreneurial ventures, key learnings, and their relevance to Africa's investment climate.

In episode 26 of Fintech Underground by Alpaca, we interviewed Diana O’gilvie, Communications Manager at Fimi Market. We talk about starting in web3 and the process of learning, what can we do to have more diversity in web3 and how to find your community.

In episode 25 of Fintech Underground by Alpaca, we interviewed Devin Crane, CEO and co-founder of Breaking Equity, we talk about how the role of systematic trading, capture inefficiencies and efficiencies in the market, and finally on the relationship between crypto and securities.

In episode 24 of Fintech Underground by Alpaca, we interviewed Justin, co-founder of Dappio. We talk about his journey to where he started building in DeFi, what it takes, and the difficulties, and what has changed from a year ago to this crypto winter.

In episode 23 of Fintech Underground by Alpaca, we interviewed Michelle, co-founder of Governance Research Institute. We go over how blockchain works, where is blockchain at right now and where it is going, and how important it is to develop blockchain well.

In episode 22 of Fintech Underground by Alpaca, we interviewed Julian Figueroa, owner of YouTube blog Kinetic Finance, a blog with videos explaining crypto and finance-related topics, such as Bitcoin, scams, inflation, among other topics. We discuss topics about the fall of Bitcoin and where its going, liquidation engines, and high interest rates.

In episode 21 of Fintech Underground by Alpaca, we interviewed Christie Ruales, Product Manager at Alpaca, Conor Anwyll, Sales Director of Key Account at Alpaca, and Jason Hsu, Crypto Growth Manager at Alpaca. They all attended Consensus at Austin, TX this month and they share their insights to the event and to the recent fall of crypto.

In episode 20 of Fintech Underground by Alpaca, we interviewed Shing Yiing Ong, co-founder of Cryptolingo DAO, and Amy Soon, founder of Blu3 DAO. Cryptolingo DAO is an organization created to break the language barriers in the Web3 space, targeting non-English speakers. Blu3 DAO has the mission of empowering women, non-binaries, and allies to achieve financial freedom in the web3 space through learning, earning, and playing. Shing and Amy share with us their experience and struggles coming into the crypto and web3 world, and how they came to found DAOs.

In episode 19 of Fintech Underground by Alpaca, we interviewed Tyler Koch, Business Development and Marketing Manager from Amun. Amun provides index products that enable investors broad exposure to particular blockchain ecosystems and DeFi sectors. Tyler shares with us his experience from how he started with crypto, mining Ethereum, buying 1080 Tis and tying them on a shoe rack in a friend’s basement, to now working for Amun, providing index products. He goes through advice on how we can make the correct decision when choosing coins to buy.

In Episode 18 of Fintech Underground by Alpaca, we interviewed Vinesh Jha. As the CEO of ExtractAlpha, Vinesh talks about alternative datasets for investing, crowdsourcing financial intelligence, and more.

In Episode 17 of Fintech Underground by Alpaca, we interviewed Martin Sokk. As the CEO and Co-founder of Lightyear, Martin discusses Lightyear's product expansion strategy across Europe, differences between the US and European markets, and more.

In Episode 16 of Fintech Underground by Alpaca, we interviewed Tobias Heaslip. As the CEO and Founder of Trading.TV, Tobias discusses creator-led social investing, shoppable live streams, and how he started TTV as a solo founder.

In episode #15 of Fintech Underground by Alpaca, we interviewed Ben Rollert. As the CEO and Co-founder of Composer, a no-code, visual editing tool for building automated investing strategies, Ben discusses the low-code, no-code phenomenon, what makes Composer different, and the roadmap ahead.

In this episode, Yoshi Yokokawa, CEO and Co-founder of Alpaca interviews Giovanni Santostasi. As the CEO and Founder of AlphaHub and Quantonomy, Giovanni discusses his trading philosophy, his background in neuroscience and physics, and the primary users of Quantonomy and AlphaHub. Any opinions expressed are opinions of the host and their guests. Alpaca Securities LLC does not recommend any specific investments or investment strategies.

In this episode, Yoshi Yokokawa, CEO and Co-founder of Alpaca, interviews Roger Cawdette. As Co-founder and CEO of Finary, the social investing platform for Gen-Zers and millennials, Roger discusses his path to founding Finary, going through YC, and more.  Any opinions expressed are opinions of the host and their guests. Alpaca Securities LLC does not recommend any specific investments or investment strategies.

In this episode, Yoshi Yokokawa, CEO and Co-founder of Alpaca, interviews Ben Soppitt. As the CEO and Founder of Unifimoney, a multi-asset investment and money management platform, Ben discusses investor inertia and his motivation for starting Unifimoney, the problems it aims to solve, and more.  Any opinions expressed are opinions of the host and their guests. Alpaca Securities LLC does not recommend any specific investments or investment strategies.

In this episode, Yoshi Yokokawa, CEO and Co-founder of Alpaca, interviews Cynan Rhodes, Co-founder of IXily. As an open finance platform, Cynan discusses how they aim to build the future of investing. Listen along as they dive deep into Cynan’s background, IXily, and the fintech ecosystem as a whole. Any opinions expressed are opinions of the host and their guests. Alpaca Securities LLC does not recommend any specific investments or investment strategies.

In this episode, Yoshi Yokokawa, CEO and co-founder of Alpaca, interviews Umesh Ranglani. As the CEO of Tradetron, an algorithmic trading strategy marketplace, Umesh begins by sharing his background and motivation to create a no-code strategy builder. From there we discuss different features of Tradetron, which includes their web-builder, marketplace, and mobile app. Ending the episode with their roadmap moving forward this conversation is not one to be missed. Any opinions expressed are opinions of the host and their guests. Alpaca Securities LLC does not recommend any specific investments or investment strategies.

In this episode, Yoshi Yokokawa, CEO and co-founder of Alpaca, interviews Christopher Josephs, the co-founder of Iris. As a social investment app, Christopher discusses how Iris allows traders to communicate, share, and track other traders and influencers from the convenience of their phones. Any opinions expressed are opinions of the host and their guests. Alpaca Securities LLC does not recommend any specific investments or investment strategies.

In this episode, Yoshi Yokokawa, CEO and co-founder of Alpaca, interviews James Kardatzke, the CEO and co-founder of Quiver Quantitative. As an up-and-coming alternative data platform, James discusses how they aim to bridge the information gap between wall street and non-professional investors with their datasets, API, and soon-to-launch mobile app. Any opinions expressed are opinions of the host and their guests. Alpaca Securities LLC does not recommend any specific investments or investment strategies.

In this episode, Yoshi Yokokawa, CEO and co-founder of Alpaca, interviews Ran Aroussi. As the Founder of Tradologics, a cloud platform for programmatic trading, Ran discusses his background from the Ad Tech space to developing popular python libraries such as YFinance and QuantStats to starting Tradologics.  Any opinions expressed are opinions of the host and their guests. Alpaca Securities LLC does not recommend any specific investments or investment strategies.

In this episode, Yoshi Yokokawa, CEO and co-founder of Alpaca, interviews Brendan Wood, the CoFounder of Passiv. As a modern portfolio management tool with over a billion dollars in invested assets, Brendan discusses how Passiv makes it easier for DIY investors to maintain a balanced portfolio and build a passive investment strategy at their online broker. Any opinions expressed are opinions of the host and their guests. Alpaca Securities LLC does not recommend any specific investments or investment strategies.

In this episode, Yoshi Yokokawa, CEO and co-founder of Alpaca, interviews Joe Percoco.  As the Co-CEO and CoFounder of Titan, an investment platform, Joe discusses his experience at Goldman Sachs along with Titan’s recent growth, series funding, future plans. Disclosures: Any opinions expressed are opinions of the host and their guests. Alpaca Securities LLC does not recommend any specific investments or investment strategies. The context of this show is provided for informational purposes only and is not intended to provide specific advice or recommendations for any individual, specific security or strategy.  Titan Global Management USA, LLC (“Titan”) is not responsible for the consequences of any decisions or actions taken as a result of information provided in this show and do not warrant or guarantee the accuracy or completeness of the information provided.  The information discussed today reflects the views of Titan as of the date of this show and are subject to change without notice. Any past performance discussed during this show is no guarantee of future results.  Any forward looking statements or forecasts are based on assumptions and actual results may vary from any such statements or forecasts. No reliance should be placed on any statements or forecasts made today when making any investment decision.  There is a risk of loss from investing, including the risk of loss of principal. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will be profitable or suitable for a particular investor’s financial situation or risk tolerance. Asset allocation and portfolio diversification cannot assure or guarantee better performance and cannot eliminate the risk of investment losses.  Titan is a registered investment adviser and no advice may be rendered by Titan unless a client service agreement is in place.

In this episode, Yoshi Yokokawa, CEO and co-founder of Alpaca, interviews Nitesh Khandelwal.  As the Director of QuantInsti, a premier Algorithmic Trading Research and Training Institute, along with a Cofounder of a high-frequency firm, Nitesh discusses his prior experience in the algorithmic trading, startup, and fintech space. Any opinions expressed are opinions of the host and their guests. Alpaca Securities LLC does not recommend any specific investments or investment strategies.

In this episode, Yoshi Yokokawa, CEO and co-founder of Alpaca, interviews Dr. Ernest Chan.  As the Founder of PredictNow.ai, along with the author of multiple books on quantitative and algorithmic trading, Ernest discusses his experience at Morgan Stanley, the hedge fund industry, and his thoughts on the recent surge in retail trading. Any opinions expressed are opinions of the host and their guests. Alpaca Securities LLC does not recommend any specific investments or investment strategies.

In this episode, Yoshi Yokokawa, CEO and co-founder of Alpaca, interviews Remy Astie.  As the founder and CEO of VAUBAN, the world's first wealth container platform, Remy discusses his views of the Fintech Industry along with his experiences at and before VAUBAN.  Any opinions expressed are opinions of the host and their guests. Alpaca Securities LLC does not recommend any specific investments or investment strategies.

In this episode, Yoshi Yokokawa, CEO and co-founder of Alpaca, interviews Vipul Divyanshu.  As the co-founder and CTO of Streak, a no-code algorithmic trading platform, Vipul discusses his journey into Fintech along with his experiences at Streak.  Any opinions expressed are opinions of the host and their guests. Alpaca Securities LLC does not recommend any specific investments or investment strategies.