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In this episode with Frank Krings, we discuss what is essential when a regulated financial services company engages with Fintech.

AI and Financial Index Innovation

In this episode of Nalu Finance, Tim Mortimer of FVC explains how structured products work, why they’re often misunderstood, and how investors can use them to manage risk and enhance returns. He debunks common myths and shares tools to better analyze and integrate them into portfolios.

Rajesh Amin, co-founder of 2RSquared, joins Stefan Wagner to discuss how their SaaS platform empowers firms to design and manage personalized investment strategies. From data-driven tools to democratizing access, Raj shares insights on risk, innovation, and why personalization is the future of investing.

Sean Adler, CEO of GZI, joins Stefan Wagner to discuss AI-driven investing, risk perception, and the myths of quant finance. From derivatives to alternative data, Sean explores the balance between innovation, transparency, and strategy design in today’s fast-evolving investment landscape.

In this episode, Stefan sits down Andreas Loetscher, Managing Director of ABBL, a boutique consultancy specializing in reputation protection

Bruce Traan, Global Head of Indices at dxFeed, unpacks the intricacies of index management, emphasising the importance of tailored indices.

Chris Corcino, CEO of AlphaNotes, shares how his firm helps fund managers securitize private market assets. He explains AlphaNotes’ origins, tech-driven approach, and focus on efficiency, scalability, and transparency. Chris also explores trends like ESG, tokenization, and growing demand in private credit and emerging markets.

Rico Blaser, CEO of vestr, shares his journey from competitive swimming to building a fintech that streamlines Actively Managed Certificates. He unpacks the challenges of manual investment operations, the risks and rewards of AMCs, and why investing, speculating, and betting may be more alike than we think.

Daniel Knoblach, Managing Partner at Super Global, explains how custom indices empower asset managers to personalize strategies while streamlining execution and compliance. From ESG filters to sector-specific exposure, he shares how AMCs and AIFs can deliver branded, rules-based investment products with full control and transparency.