Trading Tomorrow - Navigating Trends in Capital Markets

PODCAST · business

Trading Tomorrow - Navigating Trends in Capital Markets

Capital markets are changing fast. Trading Tomorrow - Navigating Trends in Capital Markets breaks down the technologies behind that change, from AI and automation to blockchain infrastructure. Hosted by James Jockle of Numerix, each episode features candid conversations with the people building the future of finance. 

  1. 65

    The AI ROI Debate in Capital Markets

    Artificial intelligence has quickly moved from experimentation to enterprise discussion across capital markets. But as the initial excitement fades, senior leaders are beginning to ask tougher questions.Where is the measurable return? What actually scales? And how do firms move from pilot programs to real operational impact?In this episode of Trading Tomorrow – Navigating Trends in Capital Markets, Jim Jockle speaks with Cubillas Ding, Director and Markets Insights Consultant at Celent, about the evolving debate around AI’s return on investment.

  2. 64

    Season Five Recap

    This is a recap of an exciting season of Trading Tomorrow - Navigating Trends in Capital Markets. 

  3. 63

    AI, Risk, and Regulation: How Institutions Are Responding

    Artificial intelligence is reshaping how financial institutions manage risk, compliance, and data and regulators are moving just as fast. As AI becomes embedded in core decision-making systems, firms are navigating new expectations around explainability, privacy, accountability, and trust.In this episode of Trading Tomorrow – Navigating Trends in Capital Markets, attorney Maryam Meseha, founding partner and co-chair of Privacy and Data Security at Pierson Ferdinand, explains how regulatory frameworks, board-level governance, and evolving data protection requirements are influencing AI adoption inside financial institutions.It’s a wide-ranging look at how financial institutions are balancing innovation with oversight as AI accelerates that you don't want to miss. 

  4. 62

    Exploring How AI May Change Identity Security in Finance

    As AI systems become more autonomous, they are making real-time decisions, managing sensitive data, and interacting across increasingly complex identity environments. That shift raises new questions about access, control, and accountability. In this episode of Trading Tomorrow – Navigating Trends in Capital Markets, host Jim Jockle speaks with Raz Rotenberg, the Co-founder & CEO at Fabrix Security. Rotenberg discusses how identity protection must evolve in AI-driven financial systems. He explains what an “AI native” approach to security means in practice, why context and reasoning are becoming central to identity management, and how regulated institutions can balance autonomy, privacy, and oversight as their AI capabilities advance.

  5. 61

    The Rise of Privacy Enhancing Technologies in Capital Markets

    As financial institutions become more data-driven, one of their biggest challenges is finding ways to collaborate and innovate without exposing sensitive information. Privacy enhancing technologies, known as PETs, are emerging as a potential solution, enabling banks and market participants to analyze, share, and enrich data while maintaining strict privacy and regulatory requirements.In this episode of Trading Tomorrow – Navigating Trends in Capital Markets, host Jim Jockle speaks with Ronen Cohen, Vice President of Strategy at Duality Technologies, about how PETs are being used across compliance, fraud detection, financial crime investigations, and market analytics.

  6. 60

    Putting AI Governance Into Practice in Financial Services

    As AI spreads across trading, risk, compliance, and client interactions, financial institutions are grappling with how to bring governance and oversight in line with the pace of innovation.In this episode, David Trier, Vice President of Product at ModelOp, joins host Jim Jockle to discuss how firms are extending long-standing model risk frameworks into the world of AI and agentic systems. Drawing on more than two decades in analytics and risk technology, he talks about where the industry really stands on AI governance today, how regulations are influencing practice, and what changes as models become more dynamic, data-driven, and autonomous.

  7. 59

    Deepfakes, Data, and the Battle for Financial Trust

    The same tools fueling financial innovation are also being weaponized to exploit system vulnerabilities. From deepfakes to data breaches, regulators and institutions are racing to keep pace with a rapidly changing threat landscape.In this episode of Trading Tomorrow -- Navigating Trends in Capital Markets, Krik Gunning, CEO, Fourthline, and a leader in compliance innovation with a background spanning banking, entrepreneurship, and fraud prevention, joins Jim Jockle to discuss how AI is reshaping trust, regulation, and security in global finance.The conversation explores the growing sophistication of AI-driven attacks, how machine learning is strengthening defenses, and why collaboration and explainability are now central to the future of compliance and fraud prevention.

  8. 58

    Tokenization Moves From Pilot to Market Reality

    Tokenization is moving from concept to practice as regulation, infrastructure, and institutional readiness advance. In this episode, Alan Konevsky, Chief Executive Officer of tZERO and Manish Dutta, Co-Founder & CEO of Alphaledger discuss how real-world assets on chain are shifting issuance, trading, and investor access. The conversation covers the practical arc of adoption, the link between issuance and liquidity, the role of broker-dealers, ATSs and custody, and why interoperability and user-level utility will determine what scales next. 

  9. 57

    Building Responsible Innovation in the Age of AI

    As data and AI reshape financial services, the question isn’t just what can be built but also, how it can be built responsibly.In this episode, Melissa Koide, CEO of FinRegLab, joins host Jim Jockle to discuss how technology and regulation are evolving together. From credit inclusion and data privacy to explainable AI and model oversight, Melissa shares insights from years of research bridging public policy, innovation, and consumer protection. 

  10. 56

    Reruns and Revolutions in the Market Cycle

    Markets in 2025 are testing investors’ ability to read a changing cycle. Between AI-driven innovation, shifting monetary policy, and new waves of economic nationalism, signals are mixed but momentum is building in unexpected areas.In this episode, David Russell, the Global Head of Market Strategy, TradeStation, joins host Jim Jockle to discuss how today’s environment mirrors past inflection points, why AI and automation are widening their reach across sectors, and what indicators he’s watching most closely as 2026 approaches.

  11. 55

    AI Co-Pilots in Wealth Management

    In this episode of Trading Tomorrow – Navigating Trends in Capital Markets, host Jim Jockle speaks with Elemi Atigolo, Co-founder and Managing Partner of Consult Venture Partners, also known as ConsultVP, about the emergence of AI co-pilots in financial services.Atigolo outlines how AI co-pilots differ from general generative AI tools and describes where they are being integrated into advisory workflows, including meeting intelligence, research, and client reporting. The conversation explores both opportunities and risks: how co-pilots may increase advisor productivity and client capacity, the implications for firms that delay adoption, and the potential for agentic AI to take on multi-step tasks.

  12. 54

    The Evolution of Embedded Finance

    This episode explores the growing role of embedded finance in capital markets and beyond. We discuss how companies are approaching payments, lending, insurance, and investments, and examine the factors driving adoption across sectors and geographies. Guest Lars Markull, embedded finance consultant and founder of Embedded Finance Review, shares case studies, examples of both successes and failures, and considerations for infrastructure choices, leadership backing, and long-term sustainability. 

  13. 53

    Open Banking and the Future of Financial Data in the UK

    Open Banking Limited set the UK’s open banking standards, driving innovation and competition across retail banking. In this episode of Trading Tomorrow - Navigating Trends in Capital Markets, host Jim Jockle speaks with Nick Davey, their Head of Strategy, about how Open Banking Limited has developed, its successes for consumers and SMEs, and the barriers to scaling adoption. The discussion also covers the move toward open finance, the role of consumer trust, and what the future may hold as new use cases and data-sharing frameworks emerge. 

  14. 52

    Agentic AI Shaping the Future of Capital Markets

    Agentic AI is moving from buzzword to experimentation in capital markets, but is it ready for large-scale adoption? In this episode of Trading Tomorrow – Navigating Trends in Capital Markets, host Jim Jockle speaks with Kieran Garvey, Head of AI Research at the University of Cambridge’s Centre for Alternative Finance, and Dr. Prateek Gupta, a postdoctoral researcher at the Max Planck Institute for Human Development in Berlin. Together, they explore what sets agentic AI apart from generative AI, why financial services demand near-perfect reliability, and how accountability and regulation must evolve.

  15. 51

    Smarter Retail Investing with AI UX and Fractional Themes

    How do you reduce investor friction without dumbing down the experience? Podcast host, Jim Jockle, sits down with Eric Chu, CEO & Co-Founder, Tradesk Securities, to unpack how AI and behavioral UX can help time-pressed retail investors cut through noise, build better habits, and stay aligned to long-term goals. They dig into trust and transparency in AI-driven advice, notifications that matter, thematic trading paired with fractional shares, and the realities of building compliant, user-friendly brokerage platforms. Eric also looks ahead to a voice-first future where an AI “copilot” monitors portfolios, surfaces what matters, and explains why and how infrastructure, will shape the next wave of AI in finance. 

  16. 50

    Trust, Regulation, and the Rise of Crypto Banking

    As crypto continues to evolve beyond speculation and into regulated finance, a new class of institutions is emerging. In this episode of Trading Tomorrow - Navigating Trends in Capital Markets, host Jim Jockle is joined by Pavel Jakovlev, Head of Product Innovation & Growth at AMINA, one of the world’s only fully regulated crypto-native banks.From custody and trading to lending and staking, AMINA is building financial infrastructure for the digital economy all under the watchful eye of global regulators. Pavel shares how Switzerland, Hong Kong, and Abu Dhabi are shaping the regulatory landscape, why trust and transparency are non-negotiable, and how the "Wall Streetification" of crypto is shifting the entire narrative.If you’re wondering what the future of finance looks like, this conversation is a window into that world. -----------This publication has been prepared by AMINA Bank AG (“AMINA”) in relation to its activities in Switzerland. AMINA is a Swiss bank and securities dealer with its head office and legal domicile in Switzerland. It is authorized and regulated by the Swiss Financial Market Supervisory Authority (FINMA). The information contained in this document does not constitute and shall not be construed as legal, tax or investment advice by any means. This document is for information purposes only and is not intended as an offer, or a solicitation of an offer, to buy or sell any investment or specific products or services. The information contained herein does not constitute a personal recommendation; it does not consider particular investment objectives, investment strategies, financial situation and needs of any specific recipient. The content has not been adapted to the specific needs of the addressees. No elements of precontractual or contractual relationship are intended. Certain products and services of AMINA are not accessible to residents and/or nationals of certain countries. Certain services and products are subject to legal restrictions and cannot be offered on an unrestricted basis and/or may not be eligible for sale to certain investors. AMINA recommends that those interested in the products or services described herein seek appropriate advice from independent experts. The information contained in this publication is to be considered general and valid for the date of its announcement. If the provided information becomes outdated, inaccurate or obsolete, AMINA reserves the right to amend or replace it at any time, whereas in part or entirely, and without any obligation to notify the recipient of such amendment or replacement or to provide the recipient with access to the information, unless otherwise legally required. AMINA makes no representation or warranties, expressed or implied, as to the accuracy of the information provided in this publication, and expressly disclaims any and all liability that may be based on such information, omissions, or errors thereof. This document may not be reproduced, or copies circulated without prior authorization of AMINA. Unless otherwise agreed in writing, AMINA expressly prohibits the distribution and transfer of this document to third parties for any reason. AMINA accepts no liability whatsoever for any claims or lawsuits from any third parties arising from the use or distribution of this document. The published content constitutes “Advertising” within the meaning of Article 68 of the Swiss Financial Services Act (“FinSA”). AMINA is entitled to save all messages, store them securely and view them in legally justified cases. For more information about how AMINA processes your data, your rights in respect of your data and the contact details of our Group Data Protection Office please read our Privacy Statement:

  17. 49

    Reimagining Investor Engagement Through Agentic AI

    Imagine an AI that doesn’t just respond, it thinks, acts, and drives results. That’s the promise of agentic AI, and it’s already shaking up the world of investor communications.In this episode of Trading Tomorrow - Navigating Trends in Capital Markets, host Jim Jockle chats with Chris Cummings, Chief Strategy Officer at InvestorFlow, about how this next wave of automation is changing the game for private market firms. From raising funds to managing thousands of LPs, firms are turning to AI agents to deliver speed, precision, and personalization at scale.

  18. 48

    The Potential Future of Portfolio Management with Agentic AI

    With volatility at levels high and risks evolving faster than some team's action plans, investment professionals may need a new approach. In this episode of Trading Tomorrow - Navigating Trends in Capital Markets, host Jim Jockle is joined by Rajiv Bhat, CEO and Co-Founder of Martini.ai, to explore how AI-powered scenario modeling is transforming credit risk management. From real-time portfolio stress testing to the rise of agentic AI as your investment co-pilot, discover how to turn uncertainty into strategy and resilience. 

  19. 47

    Blockchain Capital Markets Transformation with Laurent Benayoun

    Is Blockchain steadily reshaping the world of capital markets? In this episode of Trading Tomorrow - Navigating Trends in Capital Markets, Jim Jockle and Emily Drooby sit down with Laurent Benayoun, CEO at Acheron Trading, to unpack how blockchain is driving real-world change in institutional finance. From settlement efficiency and regulatory compliance to the future interplay of AI and blockchain, Laurent offers deep insights into the evolution of market infrastructure and what lies ahead. Tune in as we explore the practical use cases, challenges, and opportunities at the intersection of technology and finance.

  20. 46

    How Interval Funds Are Opening Private Markets to Everyone

    Private markets are no longer reserved for institutional giants. In this episode, Kimberly Ann Flynn, President of XA Investments, joins host Jim Jockle to explore how interval funds and fintech innovation are unlocking access to private equity, private credit, and real asset strategies for everyday investors.From inflation protection to diversification and income generation, Flynn outlines the benefits and risks of tapping into private markets, alongside the education, technology, and product innovation making it all possible.

  21. 45

    The Rise of AI Agents in Capital Markets

    In this thought-provoking episode, fintech innovator and AI evangelist Peter Swain joins host Jim Jockle to unpack the rise of agentic AI and its sweeping impact on capital markets.Swain shares a pragmatic roadmap for embracing this shift, starting not with grand-scale disruption but with small, high-impact wins—like automating supplier registration and managing calendar errors. These seemingly modest changes, he explains, can drive meaningful margin and set the stage for transformative growth.Whether you're a financial professional navigating your future, a capital markets leader crafting an AI strategy, or simply curious about the future of work, this episode delivers candid truths and practical steps to stay ahead in the era of autonomous AI.

  22. 44

    The Rise of Agentic AI and How It Changes Everything

    What happens when AI stops asking for instructions and starts acting on its own? In this episode, we explore the rise of Agentic AI with expert Enver Cetin Listen as he and host, Jim Jockle, breaks down what makes Agentic AI different from traditional models, why it’s revolutionizing industries, and how businesses can build trust and governance around autonomous decision-making. 

  23. 43

    The Power Behind AI: Off-Grid, Zero-Water Data Centers Are Here

    As AI demands skyrocket, the true bottleneck may not be models or chips—but power. In this episode, Yuval Bachar, the founder and CEO of EdgeCloudLink, unveils the infrastructure crisis behind AI. But could hydrogen-powered, off-grid, zero-water data centers be the solution? Find out during this episode of Trading Tomorrow – Navigating Trends in Capital Markets with Jim Jockle.  

  24. 42

    Exploring the Rise of Actively Managed Certificates (AMCs)

    Actively Managed Certificates (AMCs) are becoming more visible in global markets, with applications that range from traditional securities to alternative assets like real estate, collectibles, and even digital tokens. In this episode, host James Jockle speaks with Rico Blaser and Stefan Wagner of vestr A.G., to examine the structure of AMCs, what’s driving market interest, and how evolving regulation and technology—including AI—are influencing adoption and use cases.This conversation offers a closer look at a fast-growing but often misunderstood corner of the structured products space.

  25. 41

    The Blockchain Revolution in Finance

    Blockchain technology has evolved from a buzzword to becoming the backbone of financial infrastructure, with institutions putting serious resources into distributed ledger technologies to enhance efficiency, transparency, and ownership concepts. In this episode of Trading Tomorrow – Navigating Trends in Capital Markets, we rewind the clock to explore how blockchain-related predictions from our earlier seasons have played out. From unexpected turns to spot-on foresight, we examine where the hype met reality—and how blockchain's accelerating influence continues to reshape financial innovation. 

  26. 40

    From ChatGPT to Market Manipulation: The AI Revolution in Capital Markets

    Artificial intelligence has evolved from a cutting-edge concept to a vital force in capital markets—reshaping strategies, streamlining decisions, and making prompt engineering a must-have skill for today’s financial professionals.In this episode of Trading Tomorrow - Navigating Trends in Capital Markets, we revisit key AI trends and bold predictions from our first two seasons. What did we get right? What surprised us? Tune in as we reflect on AI's rapid rise and its real-world impact on the financial landscape.

  27. 39

    Fighting Against Financial Crime with Jennifer Arnold

    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 unveils how Minerva uses technology and automation to revolutionize financial crime detection. This episode delves into the intersection of innovation, regulatory challenges, and the human role in technology-driven compliance.

  28. 38

    How Technology is Driving Client Engagement in Financial Planning

    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 goal-based engagement between advisors and clients. Explore the transformative power of AI and UX/UI advancements and how they affect the financial industry in real-time. 

  29. 37

    Unlocking AI's Power in Finance with Fawaz Chaudhry

    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 into the future of AI for pattern recognition in images and video, and Fawaz shares the impact of hardware advances on AI's capabilities in finance. Tune in to discover how AI affects productivity, market efficiency, and the future of portfolio construction.

  30. 36

    The Digital Shift in Financial Advisory: Insights with Jud Mackrill

    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, decision-making, and client service for financial advisors. Learn about Milemarker's innovative approach to real-time data analytics and how their solutions tackle merger integration challenges, streamline processes, and improve client relationships. From cloud strategy to AI, this conversation sheds light on the future of wealth management.

  31. 35

    Navigating AI and Financial Markets with Alvaro Cartea

    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 strategies. Alvaro explains how these technologies uncover patterns humans can miss and how they’re personalizing trading models to fit unique market views. He raises crucial questions about the unintended consequences of autonomous algorithms, like the risk of AI-driven market collusion, and discusses what this means for future regulation and oversight. Tune in for a deep dive into the future of finance!

  32. 34

    Navigating AI’s Role in Trading: Insights and Possibilities with iVest+ (Part 2)

    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 impact of vertical AI applications. 

  33. 33

    Navigating AI’s Role in Trading: Insights and Possibilities with iVest+ (Part 1)

    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 screeners to personalized trading coaches, explore the AI strategies that are currently redefining the trading landscape. There was so much information, we had to break it into a two-part episode. This is part one, stay tuned next week as we release part 2 of this insightful conversation! 

  34. 32

    Are Generative AI Agents a Game-Changer for Wealth Management?

    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 operational efficiency. Kanishk also shares insights into the safeguards for AI-driven accuracy and what this could mean for the future of financial services. If you're curious about how AI is transforming the industry, this is an episode you won’t want to miss.

  35. 31

    Aligning Investments with Values: Jason Britton on ESG's Growing Significance

    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 consumer demand for value-based investments.This episode dissects the potentially transformative impact of ESG investing across different asset classes and markets, delving into the influence of consumer behavior and capital allocation on ESG criteria. Jason offers his insights into the evolving regulatory landscape, including the stark contrasts between the U.S. and Europe.  Don't miss this episode packed with valuable insights for both seasoned investors and those new to sustainable investing.

  36. 30

    The Impact of AI on Capital Markets with Bin Ren

    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 robust data foundation in building AI-driven systems and the intricate stages of pre-training and post-training large language models. Bin shares practical examples to illustrate how AI can swiftly process and summarize complex information, potentially altering how financial decisions are made.

  37. 29

    Debunking AI Myths: A Glimpse into Tech’s Future with Don Welch

    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 myths about its capabilities and limitations. The conversation also dives into the growing problem of AI washing, where companies overstate the capabilities of their AI products. This is an engaging conversation, you don’t want to miss.  

  38. 28

    The Intersection of Hedge Funds and Cutting-Edge Tech with Serge Houles

    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 generative AI. From the initial excitement to the industry's careful approach, Serge provides a thoughtful and unique view of the future of AI in finance. He also shares insights into tokenization, discusses the crucial role of data and expertise, and emphasizes the need for accuracy and reliability as technologies evolve.Lastly, Serge introduces Nova, a market-neutral volatility strategy, and discusses how technological advancements can help investors navigate volatile markets. Tune in for an in-depth discussion you don't want to miss. 

  39. 27

    Cloud Technology's Role in Modern Banking: An Insider's Perspective

    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 adoption of cloud solutions by banks and financial institutions, the benefits, including scalability, flexibility, and security, and how cloud-native systems are revolutionizing core banking operations. Jim and Vishal also discuss challenges with legacy technology, regulatory concerns, and future trends in cloud adoption. Whether you’re a fintech enthusiast or just curious about the future of banking, this episode offers a deep dive into the rapidly evolving world of financial technology.

  40. 26

    Season Three Teaser Trailer (Version 2)

    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 speaks with industry titans and tech pioneers about the trends changing the game. 

  41. 25

    Season Three Teaser Trailer (Version 1)

    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, as he embarks on season three of this exciting series.

  42. 24

    Navigating AI Adoption in Finance with Finpilot

    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 startup, Finpilot is doing. Described as ChatGPT for financial questions, Finpilot uses AI to pull information out of unstructured financial data. The co-founder and CEO, Lakshay Chauhan, joins Jim Jockle to discuss this technology, its implications and its future. 

  43. 23

    Speeding up Capital Markets Through Quicker Capital Raising

    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 mechanism. Verivend is trying to change and speed up this process. This episode unpacks Verivend and the integration of technologies like blockchain, artificial intelligence, and secure digital platforms that could revolutionize how we handle private market transactions in the future. 

  44. 22

    Navigating the New World of Private Credit Opportunities and Strategies

    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 role of data in shaping investment strategies. Discover how these advancements are changing transactions and capital markets. 

  45. 21

    Crypto and Capital: The Impact of Blockchain on the Financial Industry

    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 revolutionize asset tokenization. Gain insights into blockchain's evolving landscape and how it may redefine financial systems as we know them. 

  46. 20

    The Impact of Low-Code Technology on the Financial Industry

    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 development and maintenance. In this episode, host Jim Jockle of Numerix and Brian Sathianathan of Iterate.ai discuss if low-code technology is well-suited for the financial industry. The discussion also covers the challenges associated with legacy infrastructure and regulatory compliance, and if low-code's modular design is a solution that enhances scalability and security.

  47. 19

    Revolutionizing Finance: A Deep Dive into Fintech Innovations

    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, this podcast offers a front-row seat to the evolving landscape of finance. The financial landscape is notoriously complex, and understanding where it's headed is invaluable. 

  48. 18

    Dr. Merav Ozair on if Blockchain could enable Responsible AI

    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 finance? And could the answer to implementing AI responsibly lie in the use of another popular technology, Blockchain? Dr. Merav Ozair, a global leading expert on emerging technologies, argues yes. She joins the host of Trading Tomorrow - Navigating Trends in Capital Markets, Jim Jockle for a riveting conversation on AI, Blockchain, and the future. More from Dr. Merav Ozair, including where to buy her upcoming book, can be found at -  https://www.doctorblockchain.io/

  49. 17

    Attracting, Retaining and Engaging the Gen Z Workforce

    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 shift in the workplace, they’ll reveal how the unique perspectives of these young professionals are driving digital transformation and pushing for a reevaluation of corporate culture. Their demand for technological integration and ethical practices is reshaping how employers hire and retain talent. 

  50. 16

    AI Regulation and the Finance Industry

    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 Jim Jockle of Numerix is joined by Professor Michael Wellman, currently one of the most influential voices on AI regulation and Division Chair of Computer Science and Engineering at the University of Michigan. 

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ABOUT THIS SHOW

Capital markets are changing fast. Trading Tomorrow - Navigating Trends in Capital Markets breaks down the technologies behind that change, from AI and automation to blockchain infrastructure. Hosted by James Jockle of Numerix, each episode features candid conversations with the people building the future of finance.

HOSTED BY

Numerix

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