Hooking up with fintech’s biggest fish
Welcome to the Finsider, where we discuss the future of payments and discover what drives leaders in our space. Hosted by Caroline Perry.
Finsider Podcast: Episode 10 – Audrey Jacobs the “CrowdFundDiva”
Caroline sits down with the “CrowdFundDiva” Audrey Jacobs to discuss the Israeli tech scene, investing in early stage tech companies and what it’s like to be a woman in Fintech.
A serial entrepreneur, public speaker and global community builder, Audrey believes startups who raise capital through equity crowdfunding should use the “crowd” to expand globally. Audrey started her first company in the late 80s and has been building companies, brands and tribes for more than 25 years. Through her lectures at investment conferences, startup incubators and universities, she educates investors about the risk and reward of investing in early-stage companies and entrepreneurs on how to raise capital. Prior to OurCrowd, Audrey spent 20 years building brands for technology companies with leading global public relations firms like Porter Novelli and launched the US Israel Startup Nation Series to create partnerships and educate about the opportunities of investing in Israeli innovation. Audrey has also completed the Nahum Goldmann Fellowship and the Seth Godin Alt MBA.
Finsider Podcast: Episode 9 – Will Kohler, co-founder of Pointe Communications
Caroline and Will finally sit down post Hurricane Irma to discuss Lightspeed’s business model, the importance of creativity in entrepreneurship and (not) cutting checks.
A cofounder of Pointe Communications, a facilities-based integrated communications provider, Will served as operations manager and helped the company grow to over $40 million in annual revenues. After the company was acquired, Will began his career in venture at Advanced Technology Ventures, then moved to Prism VentureWorks, where he led or supported investments in software and services, cloud computing, and digital media companies.
He spent seven years there before joining Summerhill Venture Partners, where he led investments in cloud-based services and applications and SaaS solutions. At Lightspeed, he works closely with entrepreneurs in the areas of SaaS solutions, financial technologies, and cloud-based services and applications. And as a former founder himself, he has a unique ability to empathize with entrepreneurs—to listen to their challenges and help them overcome them.
Finsider Podcast: Episode 8 – Tahira-Dosani, Managing Director of Accion Venture Lab
Caroline speaks to Tahira about how economically empowering women not only helps women – but also society at large.
Tahira Dosani is the Managing Director of Accion Venture Lab, a seed-stage venture capital impact investing initiative focused on financial inclusion. Venture Lab provides capital and support to early-stage startups that leverage technology to improve access to quality, relevant, and affordable financial services for underserved consumers globally.
Tahira works with the fund’s portfolio companies to provide strategic and operational expertise that accelerates their growth trajectories and enables stronger performance. Additionally, she supports investment decisions, manages portfolio relationships, and drives the strategy and growth of Venture Lab.
Tahira previously led strategic projects at LeapFrog Investments, a specialist emerging market private equity impact fund focused on financial services. Prior to that, she worked as Director of Strategy at the Aga Khan Fund for Economic Development. Based in Dubai, she drove strategic initiatives for portfolio companies and led new investments in telecoms, technology and infrastructure in South and Central Asia. She also worked at Roshan, Afghanistan’s leading telecommunications operator, where she was Head of Corporate Strategy and helped launch the country’s first mobile money platform. Tahira began her career as a management consultant with Bain & Company in Boston.
Tahira holds an MBA from INSEAD and BAs in International Relations, Computer Science, and Education from Brown University.
Finsider Podcast: Episode 7 – Matt Streisfeld, Principal Oak HC/FT
Matt and Caroline talk API’s, innovation, banking relationships and PSD2 in this week’s episode.
Matt joined Oak HC/FT as a Vice President in 2015 and was recently promoted to Principal. Matt focuses on growth equity and early-stage venture opportunities exclusively in financial services technology. He is a Board Observer on Insureon, Trov, and Urjanet. Prior to joining Oak HC/FT, Matt was a Vice President with LLR Partners, a middle-market growth equity firm, where he focused on investments in financial services technology companies. Matt was previously a Senior Associate at Lightyear Capital, a private equity firm focused on middle-market financial services companies. Matt was also an Associate in the insurance investment banking group of Keefe, Bruyette & Woods. Matt graduated from The George Washington University with a BBA in Finance.
Finsider Podcast: Episode 6 – Eric Glyman, CEO and co-founder of Paribus
Caroline and Eric sit down to discuss secrecy in finance culture, acquisitions and mistakes that leaders make in this new episode.
Eric Glyman is the CEO and co-founder of Paribus, the AI-based price mobile retail price tracking app that automates price protection and shipping guarantees at eligible retailers, making it possible for customers to save time and shop with confidence. At Paribus, which was acquired by Capital One last year, Eric leads business development and growth strategy. As a pioneer in machine learning price tracking technology, Eric has a deep understanding of consumer behavior in response to technology and customer loyalty to retailers and brands. Prior to starting Paribus, Eric worked in financial restructuring, healthcare research, retail and consumer advocacy public service. He received his BA in Economics and East Asian Studies from Harvard University.
Finsider Podcast: Episode 5 – Timothy J. Cartwright, partner at Fifth Avenue Advisors, LLC
On a special CSI Kick Start edition of The Finsider, we get to know the leader of the Southwest Florida venture capital firm, Tamiami Angel Fund.
Timothy J. Cartwright is a partner at Fifth Avenue Advisors, LLC specializing in venture capital, private equity and mergers & acquisitions. Prior, he co-founded By-Products Interactive, an electronic trading, market research and publishing company; and Benchmark Solutions, a supply chain consulting company. He began his career working with middle market companies at Arthur Andersen in Chicago, Illinois. He resides in Naples with his wife and three children. He is a softball coach, a soccer coach, and an active member of First Baptist Church of Naples.
Finsider Podcast: Episode 4 – Marcus Dagenais, President of BluePay Canada
Caroline and Marcus talk startup culture, Apple and global payments on this week’s episode.
Marcus has experience on the acquiring and processing side of the payments industry, particularly within Business to Business, Property Management and other emerging market acceptance verticals. As President of BluePay Canada (a wholly owned subsidiary of BluePay Processing, LLC), he has P&L responsibility for Canada as well as development of new channel partnerships, key merchant relationships, and M&A opportunity sourcing throughout North America.
Finsider Podcast: Episode 3 – David Sutter, COO and co-founder of Hijro
Caroline sits down with Dave at the Venetian to discuss his hopes, dreams and the future of his company, Hijro (formerly Fluent Network).
Dave Sutter is COO and co-founder of Hijro (pronounced “Hy-dro”, formerly Fluent), an enterprise blockchain platform for global trade and supply chain finance. Dave is a veteran of the blockchain industry and a leader of the technology’s application in global trade and supply chains. He is an active member of the BAFT Innovation Council. He is a well-respected thought-leader and frequent speaker on the topic. Before Hijro, he was a co-founder and Executive Director of The Bitcoin Society, a think-tank and media company focused on the field of Bitcoin, blockchain technology and emerging payments. He then served as Director of Sales for Pheeva, a mobile bitcoin wallet. Dave is a graduate of Washington University in St. Louis and currently resides in Manhattan, NY
Finsider Podcast: Episode 2 – Phin Upham, Principal of Thiel Capital
Host Caroline Perry sits down with the dynamic Phin Upham, Principal of Thiel Capital at a busy Italian restaurant during Money 20/20 2016 in Las Vegas.
Phin Upham invests in private investments for Thiel Capital, an investment firm founded by Peter Thiel. He previously worked in investment banking at Morgan Stanley and Lazard Freres, and private equity at Tishman Speyer. He has been a Senior Fellow at Wharton, and a Visiting Scholar at NYU and Columbia. He is a Lecturer at Haas Business School at UC Berkeley. Phin earned his undergraduate degree from Harvard University and an MBA and PhD from Wharton Business School.
Finsider Podcast: Episode 1 – Yousseff Sneifer, President of Microsoft Payments
We sit down with President of Microsoft Payment’s Yousseff Sneifer to talk shop about the future of payments, innovation and whether or not Clippy is making a comeback!…Youseff also gives us some career advice and reveals what drives him.
As President of Microsoft Payments, Inc., Yousseff plans, directs and controls the entity’s overall business strategy and day-to-day-execution. Prior to joining Microsoft Payments, Inc., Yousseff served as the Assistant General Counsel at Microsoft Corporation’s Legal and Corporate Affairs advising clients on a variety of financial regulatory and legal issues and payments. He has over 15 years of experience, in private practice and at Microsoft, advising clients on a variety of commercial transactions and commerce and payment services with a special focus on online and offline electronic payment services, prepaid access/stored value/virtual currency and cross-border payment. Prior to joining Microsoft, He was an attorney at Davis Wright Tremaine where he focused on corporate restructuring, reorganization and insolvency.