Shows / The FTF Exchange Podcast
Episodes
The FTF Exchange PodcastSmartStream Podcast Audio File (Final)
SmartStream Podcast Audio File (Final) by FTF News
- The FTF Exchange Podcast
The Automation You Bought Isn't Automating. Now What?
More than a third of firms that already invested in reconciliation automation still must call IT managers to change a rule. That's not automation. That's a…
- The FTF Exchange Podcast
The Automation You Bought Isn't Automating. Now What?
More than a third of firms that already invested in reconciliation automation still must call IT managers to change a rule. That's not automation. That's a…
The FTF Exchange PodcastT+1: Why 'Fix Your Data First' Might Be Wrong
Most financial firms have been told the same thing: clean up your data before you layer AI on top, or automation will only magnify the mess. But Steve…
- The FTF Exchange Podcast
AI Isn’t the Risk… Missing the Boat Is
What’s the bigger risk in 2026: adopting AI… or waiting too long? In this episode of the FTF Exchange Podcast, Maureen Lowe sits down with Toby Glacier…
- The FTF Exchange Podcast
The Client Reporting Toolbox: What to Add, What to Fix
Most firms can generate strong performance data internally. Fewer can deliver it to clients efficiently, at scale, and without adding more manual work. In Part…
The FTF Exchange PodcastAI for Performance Teams: Where Firms Are Winning (and Getting Stuck)
Most firms know they should be using AI for performance measurement. Fewer know how to actually do it without breaking something—or losing their team's trust…
The FTF Exchange PodcastFrom Sticky Notes to Success Stories: What It Really Means to Mentor the Next Generation of Capital Markets Professionals
From Sticky Notes to Success Stories: What It Really Means to Mentor the Next Generation of Capital Markets Professionals by FTF News
The FTF Exchange PodcastWhen Robots Help Write Your Client Reports: AI at Alliance Bernstein
In this episode, FTF’s Maureen Lowe explores how artificial intelligence is transforming asset management. She’s joined by Madhu Rojukhirdu, Head of Fixed…
The FTF Exchange PodcastBetween the Spreadsheets: Why Asset Managers Are Rethinking Reconciliation
In this episode of the FTF Exchange Podcast, host Maureen Lowe sits down with Dawn Pischetola, Director of Investment Operations at Olmstead Associates, for…
- The FTF Exchange Podcast
Bridging Performance, Reporting & Risk: Insights from PMCR Chair Todd Juillerat
In this podcast episode, Todd Juillerat, chair of the upcoming PMCR conference in New York City, shares his extensive experience and insights into the…
- The FTF Exchange Podcast
Digital Assets & Deregulation: What’s Next for Crypto?
In this episode of the FTF Exchange Podcast, host Nick Holland speaks with Hermine Wong, a lecturer at UC Berkeley School of Law and former policy leader at…
- The FTF Exchange Podcast
The Efficiency Dilemma: Why Asset Management Operations Must Evolve
In this episode of the FTF Exchange Podcast, hosts Maureen Lowe and Nick Holland dive into the findings of a recent industry survey conducted by AutoRek…
The FTF Exchange PodcastBuilding Careers, Trust, and Industry Connections: A Deep Dive with Alex Shafran
In this episode, Maureen Lowe and co-host Nick Holland sit down with Alex Shafran, Senior Vice President of Performance Analytics and Client Reporting at Cohen…
The FTF Exchange PodcastGIPS Governance and Performance Measurement
Joe reveals how he was first introduced to GIPS over 20 years ago when his firm aimed to market its products in the U.S. His expertise and passion quickly…
- The FTF Exchange Podcast
T+1 Settlement: Costly Shift Without a Cause?
The U.S. prioritized reducing settlement fails domestically but ignored the knock-on costs for international investors, which have gone through the roof.” So…
- The FTF Exchange Podcast
AI, Advertising, and Advisory: Navigating the SEC Marketing Rule Minefield
In this episode, Maureen Lowe and Nick Holland of the FTF Exchange podcast chat with Sanjay Lamba, Associate General Counsel at the Investment Advisor…
The FTF Exchange PodcastFixed Income Markets Can Develop Credit Strategies & Analytics
Fixed income market participants are under pressure to develop systematic credit strategies and to improve their valuation and performance analytics…
- The FTF Exchange Podcast
Exploring the Depths of Sanctions Compliance with DOLFIN
In preparation for the November 7th FTF webinar, Find True North in Sanctions Compliance: Avoid Exposure to Securities Tainted by Sanctions, our Director of…
- The FTF Exchange Podcast
Should Client Reporting Be On-Demand like Netflix?
The core of any client reporting challenge is inevitably a data problem, and the ultimate solution may be highly personalized self-service capabilities much…
- The FTF Exchange Podcast
Ops Needs an Accounting & Data Warehouse Paradigm Shift
Operations teams need to shift away from multiple outdated accounting systems and data warehouses and toward an ecosystem that allows for these and related…
- The FTF Exchange Podcast
A.I. Will Smooth Out Bumps in Ops
Systems based on artificial intelligence (A.I.) technologies will meet the demands of financial services firms looking for new features and IT capabilities for…
- The FTF Exchange Podcast
Some Firms Lag Behind But Most Are Post-Libor
Kelli Sayres, senior managing director, head of Polypaths at Numerix, says that she is not surprised that some securities firms are lagging behind others in…
- The FTF Exchange Podcast
Is There an Upside from the Liquidity Crunch?
Securities firms searching for liquidity in capital markets are facing many challenges and factors such as high interest and inflation rates. But this…
- The FTF Exchange Podcast
Operations Using A.I. Need Transparency & Supervision
Managed services clients and prospects of SmartStream Technologies are showing lots of interest in A.I.-based technologies and how they can impact securities…
- The FTF Exchange Podcast
SEC’s Marketing Rule Is Creating Ops Headaches
A key requirement of the SEC’s marketing rule is the presentation of net performance data along with gross performance data, but many firms have processes in…
- The FTF Exchange Podcast
Client Reporting Is Anything that Touches Clients’ Hands
For this podcast, Alex Strekel, director of investment management solutions for Clearwater Analytics, focuses on the best definition of client reporting for…
The FTF Exchange PodcastNRI Melds IT & Business Process Outsourcing
In this edition of the FTF Exchange podcast series, Sue Sato from the Prime Settlement Services (PSS) department at Nomura Research Institute (NRI) focuses on…
- The FTF Exchange Podcast
Trading Models Get a Quantum Leap via Machine Learning
For this podcast, Alexander Sokol, founder, executive chairman, and head of quant research at CompatibL Technologies, focuses on how trading and risk models…
- The FTF Exchange Podcast
Platform Lock-In May Be Driving Up Data Costs
The cost of data is exploding for securities firms and that may be due to inflation and firms being locked into a data platform that sometimes comes from the…
- The FTF Exchange Podcast
Clients Are Driving the Digital Evolution
Banks, broker-dealers, buy-side firms, and other capital markets participants are getting closer to their digital transformation goals as they put clients at…
The FTF Exchange PodcastOps Consolidation Could Ease Cost Pressures for Firms
Cost pressures are dominating the agenda for many securities firms and they are likely to be seriously considering new ways to consolidate their post-trade…
- The FTF Exchange Podcast
QUODD Gets Its Seat at the Market Data Table
In this edition of the FTF Exchange podcast series, FTF News speaks with David Kirk, the chief technology officer for QUODD and Justin Van Til, who serves as a…
- The FTF Exchange Podcast
What’s Diving the Need for Speed in Derivatives?
Participants in derivatives trading markets are coping with the need for speed driven via two very challenging trends – market volatility and the need for a…
- The FTF Exchange Podcast
Is Your Firm Locked Into Manual Processes?
Despite IT advances, many financial services firms still rely on manual processes to manage collateral and related operations because their existing systems…
- The FTF Exchange Podcast
Get Ready for UMR Phase 6’s Surprises
A key deadline is looming for the set of regulatory overhauls known as the Uncleared Margin Rules (UMR), which began a phased-in approach in 2016. The sixth…
- The FTF Exchange Podcast
Seeing the ESG Requirement as a Data Challenge
Financial services firms that want to meet investor requirements for Environmental, Social, and Governance (ESG) compliance will find that it boils down to a…
- The FTF Exchange Podcast
Could the T+1 Move Drive Up Op Risks?
The industry push to shorten the U.S. securities settlement cycle from trade date plus two days (T+2) to trade date plus one day (T+1) will end batch…
- The FTF Exchange Podcast
CompatibL’s Direct Line Between R&D & Product Development
CompatibL Technologies, a cutting-edge trading and risk management solutions vendor, has established a direct line between product development and its research…
- The FTF Exchange Podcast
Human Contact Is Essential for Clients & Staff
While Adenza was actually fully prepared to work in a virtual world, the importance of human contact cannot be denied, says Richard Bentley, chief product and…
The FTF Exchange PodcastClients Want Firms to Get Rid of Silos
Are financial services firms more willing now to de-silo their operations than ever before? That question was posed to Roland Brandli, strategic product…
- The FTF Exchange Podcast
Clearwater’s Case for a Common ESG Metrics
Institutional investment management firms are under pressure to provide hefty amounts of ESG-related information about their funds and portfolios to clients…
- The FTF Exchange Podcast
Why Corporate Actions Processing Needs Full Automation Now
Corporate actions processing has become a heavy burden for securities firms facing surges in trading volumes while securities operations overall become more…
- The FTF Exchange Podcast
Why Lehman Day Remains Relevant for Systemic Risk
For Tobias Becker, head of risk capital optimization at Quantile Technologies, Lehman Day remains as a significant reminder of why the battle against systemic…
- The FTF Exchange Podcast
All Firms Know They Have to Change
Financial services firms are in a conundrum because they face the dual pressures of compliance with a growing list of major regulatory reforms at the same that…
- The FTF Exchange Podcast
ESG Is More Than Sorting Your Garbage
For Tanya Seajay, a former journalist and now CEO and founder of Orenda Software Solutions, a SIX company, the push to have environmental, social, and…
The FTF Exchange PodcastAre Some Corporate Actions Getting Too Complex?
Complex corporate actions events with important voluntary aspects and ever-tighter deadlines are getting, well, more complex, says Dominique Tanner, head of…
- The FTF Exchange Podcast
Is There Too Much Bad Data in Your Cloud?
Is cloud computing turning securities firms into data hoarders? The issue came up during the latest in our FTF Exchange podcast series with two representatives…
- The FTF Exchange Podcast
UMR Compliance Will Involve All Internal Groups
At a high level, Neil Murphy, business manager at TriOptima, says in the latest FTF Exchange podcast that the key challenges for compliance with the Uncleared…
- The FTF Exchange Podcast
How to Love Working from Home
In this episode of the FTF Exchange podcast, Sara Poldaas from Mawer Investment Management talks about pandemic-induced lockdowns and ongoing remote staffing…
- The FTF Exchange Podcast
Complex Deals Create Corporate Actions Woes
This this episode of the FTF Exchange podcast we speak with Henry Napier, a vice president with ICBC Financial Services, on the new challenges impacting…
- The FTF Exchange Podcast
What to Do When Workarounds Break
There are telltale signs when firms have outgrown their systems, says Patrick Murray, the founder of STP Investment Services in this episode of the FTF…
- The FTF Exchange Podcast
ISITC Events Likely to Stay Virtual for 2021
In an FTF Exchange podcast, Lisa Iagatta, chair of ISITC, talks about the challenges of going virtual and the future of the organization.