PinnedPublished inWorking Your CoreThe 6 Levels of Autonomous FinanceUnlocking Intelligence Through Critical InfrastructureNov 17, 2023Nov 17, 2023
Published inWorking Your CoreSaving Private PracticeLet’s break down the largest barriers to working in private practice and why I believe we will buck the trend.Nov 13Nov 13
Published inWorking Your CoreRedefining the American Dream: From House Keys to Business KeysHave we had the American Dream all wrong? For many, the American Dream is the idea of owning a home, knowing our kids will be better off…Apr 2Apr 2
Published inWorking Your CoreFrom Human to Bot, From Biased to…Fair?Authors: David Roos and Susan EhrlichDec 12, 2023Dec 12, 2023
Published inWorking Your CoreThe Opportunity for U.S. Fintech is by No Means Over. In Fact, It’s Just Beginning.Have no doubt, the intersection of finance and technology in the U.S. will keep evolving in magical ways. This has been the case for…Sep 14, 2023Sep 14, 2023
Published inWorking Your CoreFintech gets SaaSyWe believe the next wave of category-defining fintech startups will come to you, perhaps counter-intuitively, through B2B software…Jan 30, 2023Jan 30, 2023
Are personal financial management tools actually dead on arrival? I hope not.Fintech investors know of three certainties: death (by regulation), taxes (anywhere but TurboTax), and your PFM will fail.Oct 11, 2022Oct 11, 2022
Published inWorking Your CoreRates up, fintech down. Is it actually that simple?After spending the start of my career as an interest rates trader at Morgan Stanley and the latter half in startups and venture, these…Jul 12, 2022Jul 12, 2022
Published inWorking Your CoreDeFi in Traditional Finance is Essential, not an Oxymoron (Part II)We are at a turning point in finance. High engagement and technological innovation that is too fast to ignore will lead traditional…Oct 18, 2021Oct 18, 2021
Published inWorking Your CoreDeFi in Traditional Finance is Essential, not an OxymoronWhen my grandma started asking me how to buy bitcoin and my little cousin showed off her Coinbase account, it was tough to ignore.Sep 23, 2021Sep 23, 2021