Invest Like The Best
Episode 152 All Things Fintech Investing
Invest Like The Best

Episode 152: All Things Fintech Investing

Invest Like The Best

Episode 152

All Things Fintech Investing

Ben is a partner at Clocktower Ventures and is focused on financial technology and investing. We cover the development of brand new asset classes, cryptocurrency, and trends in asset management technology.

[00:01:15] – (First Question) – The market portfolio and how technology will move us away from liquid markets

[00:07:24] – Businesses that are making assets that weren’t investable, investable

[00:12:03] – Most interesting places where technology is creating investment opportunities

[00:18:33] – Assets that are likely to tap into new sources of beta

[00:23:46] – How well are investors prepared for the changes that are coming

[00:28:35] – Trends in asset management with technology

[00:33:05] – View on cryptocurrency and blockchain

[00:36:45] – Places where startups can reduce costs/fees and create efficiencies

[00:40:17] – Views on private equity markets and their future

[00:45:40] – Privilege of access problem

[00:48:50] – Verticals in fintech that are interesting to him

[00:59:53] – The importance of focus and niche

[01:02:26] – Kindest thing anyone has done for Ben

All Things Fintech Investing

Introduction

Patrick
My guest today is Ben Savage, a partner at Clocktower Technology Ventures. Ben is focused on financial technology or fintech investing, which is the topic of our conversation. I've been making the fintech rounds of late and plan on making a few of these conversations public. Ben is the first in what might be a mini-series because of the sheer amount of information I learned in our discussion. We cover all aspects of the fintech ecosystem. I hope you enjoy.

Legibility & Investable Assets

Patrick
So Ben, we were just having a conversation, we figured we'd just hit record here. Which is about the future state of what we think about maybe thinking first from the perspective of an institution as the market portfolio. So maybe you could just recap what you just told me about how this might evolve, and how that relates to maybe investment opportunities today in the financial technology stack.

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