33 episodes

From the front edge of Web3, Sound Defi delivers key insights from thought leaders on all things DeFi, blockchain, crypto and private market data.

Sound DeFi Chris Berg

    • Business
    • 5.0 • 4 Ratings

From the front edge of Web3, Sound Defi delivers key insights from thought leaders on all things DeFi, blockchain, crypto and private market data.

    #033: Bringing Global Distribution to Private Markets | Anthony Woolley (Citigroup, HSBC, Ownera) + Todd Stevens (PwC, Deutsche Bank, Inveniam)

    #033: Bringing Global Distribution to Private Markets | Anthony Woolley (Citigroup, HSBC, Ownera) + Todd Stevens (PwC, Deutsche Bank, Inveniam)

    Private markets are the biggest on the planet, representing trillions of dollars of assets. But they often lack the transparency investors have come to expect from public markets. Inter-dealer brokers bridge that gap by providing pricing, liquidity, and privacy for buyers and sellers, but they’ve struggled to keep pace with the latest innovations in digitization and tokenization.
    Enter INVENIAM.io, the data operating system for delivering access, transparency, and trust in the value and performance of private market assets. Inveniam is helping asset owners and managers credential their documents, extract their data, and deliver their trusted data into third-party tools like ARGUS, iLEVEL, eFront, and more. Trusted data verified by Inveniam also enhances the offerings from our ecosystem partners like Tokeny, Ownera, Oasis Pro Markets, and more.
    Today, we’re sharing a recent conversation from Digital Assets Week Singapore featuring (along with our host Chris Berg):
    Anthony Woolley, Ownera Head of Business Development & Marketing – bringing the financial industry together to digitize the private marketsTodd Stevens, Inveniam Head of Capital Markets – the data operating system for delivering access, transparency, and trust in the value and performance of private market assets
    Where to find Anthony Woolley:
    LinkedIn: https://www.linkedin.com/in/anthony-woolley/LinkedIn: https://www.linkedin.com/company/ownera/Website: https://ownera.io/
    Where to find Todd Stevens:
    LinkedIn: https://www.linkedin.com/in/todd-stevens-818b04/LinkedIn: https://www.linkedin.com/company/inveniam-io/Website: https://inveniam.io/

    • 18 min
    #032: The Foundation for More Efficient Valuations | Tara Stacom (Cushman & Wakefield)

    #032: The Foundation for More Efficient Valuations | Tara Stacom (Cushman & Wakefield)

    Asset owners are flooded with data. And when these owners go to sell or value their assets, the valuation agents spend an inordinate amount of time collecting source documents and extracting the data therein. These processes are tedious, error-prone, and often spread across multiple emails or third-party data siloes.
    In response, Cushman & Wakefield is streamlining their valuation processes using the INVENIAM.io data operating system for private market assets.
    Today, we’re excited to have subject matter experts (along with host Chris Berg):
    Tara Stacom, Cushman & Wakefield Executive Vice Chairman — one of the "Big Three" commercial real estate services companiesPatrick O’Meara, Inveniam Chairman & CEO — the data operating system for delivering access, transparency, and trust in the value and performance of private market assets
    Where to find Tara Stacom:
    LinkedIn: https://www.linkedin.com/in/tara-stacom-b6613914a/LinkedIn: https://www.linkedin.com/company/cushman-&-wakefield/Website: https://www.cushmanwakefield.com/en/united-states/people/tara-stacom
    Where to find Patrick O’Meara:
    LinkedIn: https://www.linkedin.com/in/patrickdomeara/LinkedIn: https://www.linkedin.com/company/inveniam-io/Website: https://inveniam.io/team/#member-4947-infoWhitepaper: https://inveniam.io/whitepaper-valuation-as-a-service/

    • 21 min
    #031: Houlihan Lokey on the Data Behind Private Market Valuations

    #031: Houlihan Lokey on the Data Behind Private Market Valuations

    "We want to create opportunities for people, bring the best ideas to the table, and ultimately bring more people to markets because that is the best for all of us."
    --David Wagner, Senior Advisor, Houlihan Lokey
    With Apex Group recently launching Valuation as a Service, powered by Inveniam, Chris Berg connects with Houlihan Lokey Senior Advisor David Wagner and Inveniam President Kerry Rudy to discuss how Valuation as a Service is driving greater efficiencies to valuation providers like Houlihan Lokey, specifically, while providing the foundational data architecture for the larger private markets ecosystem.
    Topics covered in this episode:
    --Detailed discussion on a recent use case of how the Inveniam.io platform is delivering trusted data and greater efficiencies for Houlihan Lokey and the clients they serve
    --Step-by-step walk thru on how the inveniam.io data operating system is providing access to trusted data across all private market players:
    --global financial providers, GPs & LPs
    --Asset managers
    --Valuation providers
    --Tokenization services
    --Secondary trading platforms.

    • 16 min
    #030: Apex Launches Valuation as a Service Powered by Inveniam

    #030: Apex Launches Valuation as a Service Powered by Inveniam

    “As allocations to private asset classes continue to grow, trusted data is essential to being able to transact in private market assets. Using data that is verified on blockchain, through our innovative partnership with Inveniam will create efficiencies and deliver benefits for the $3 trillion of client assets we service.” Georges Archibald, Chief Innovation Officer & Regional Head of North America, Apex Group
    Apex Group and Inveniam announced Wednesday, September 7 that the two companies will be partnering to offer Valuation as a Service (VaaS) to Apex clients worldwide.
    Sound DeFi host, Chris Berg connected with Apex Group's Chief Innovation Officer & Regional Head of North America, Georges Archibald, and Inveniam, President, Kerry Rudy to discuss the ways in which Valuation as a Service will provide greater trust, transparency, efficiency, and liquidity to private market asset valuations.
    Topics covered, include:
    •The democratization of private market assets
    •How credentialed asset data creates a new standard of trust and drives price discovery in private markets
    •How Valuation as a Service delivers end-to-end efficiencies, transparency, and greater liquidity.
    •Eliminating asymmetry of data in private market assets
    •Expanding investor possibilities with permissoned access, to performance data

    • 20 min
    #029: How New Ecosystem Integrations and Innovation Are Driving Web3

    #029: How New Ecosystem Integrations and Innovation Are Driving Web3

    "It's sort of a bear market...and a lot of people think a recession is coming, but at Inveniam we're seeing a lot of these large enterprise players continuing to lean into tokenization, blockchain, and DeFi."
    --Inveniam's Michael Nadeau
    Inveniam, Director of Ecosystem Strategies and creator of the DeFi Report discusses current market activity and insights from across Web3.
    A few of the key topics covered, include:
    •Further development of the DeFi Ecosystem--how key partnerships are delivering new paths to liquidity
    •Evolving regulation narratives in crypto and DeFi
    •Highlighting benefits of Tokeny's On Chain ID and how it is evolving a company's ability to compliantly issue, transfer, and manage assets on the blockchain

    • 14 min
    #028: Building Better Investments in Latin America With Better Data

    #028: Building Better Investments in Latin America With Better Data

    Inveniam, Managing Director, Brazil & Peru, Marson Cunha is taking a closer look at the data--and the role it is playing in further opening up investment opportunities in Latin America.
    After a career in banking and real estate, Mr. Cunha quickly understood the value prop of Inveniam and the Inveniam.io data operating system. Now, as the Managing Director, Lead in Brazil and Peru, Mr. Cunha shares how Inveniam.io, as the trusted data architecture for private markets, is further bridging the gap between emerging markets and developed markets.
    Some of the topics covered, include:
    •Trusted data for better risk-return ratio calculations
    •Alleviating pain points for Fund Admins. in Brazil
    •US & Brazil REIT Markets
    •Brazilian Companies (Inveniam use cases)

    • 18 min

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