Avsnitt
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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 assetsWhere 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/
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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 assetsWhere 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-stacomWhere 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/
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"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.
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“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
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"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
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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)
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Chief Product Officer, Jeff Guillot, and the team at Inveniam have spent years designing a trusted data operating system for private market assets.
In this interview, Mr. Guillot walks through some of the core features/benefits of the Inveniam.io operating system, like data sovereignty, the immutability of blockchain technology, advanced workflows, AI Assist/Automation, transparency, and the creation of trusted and credentialed data for enhanced price discovery and liquidity.
This conversation provides great insights into how credentialed data is facilitating a new standard of trust, removing friction and workflow inefficiencies, and providing the foundation for new paths to greater private market asset liquidity.
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Oasis Pro Markets, CEO, Pat LaVecchia knows TradFi and DeFi, and in this episode, Mr. LaVecchia discusses the ways in which Oasis Pro Markets is integrating its digital ATS directly with DeFi applications as part of a digital asset evolution.
Pat's own personal journey from TradFi to DeFi provides valuable insights into what he found most intriguing about the crypto, blockchain, and digital assets, along with a compelling perspective on how Oasis Pro Markets is addressing institutional investor problems and concerns.
Some topics covered, include:
•What brought Mr. LaVecchia to DeFi/finance background
•Oasis Pro Markets value prop/market focus
•Blockchain benefits to institutional investors
•The evolution of DeFi infrastructure
•Demystifying the notion of hacking as it relates to digital securities
•Future of DeFi: fractionalizing assets & real estate
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With over ten years of commercial real estate experience and a genuine passion and knowledge of decentralized finance (creator of, The DeFi Report), Michael Nadeau talks with Sound Defi host Chris Berg about the economic realities and opportunities offered by blockchain technology and DeFi.
Some of the topics covered, include:
•Overview of DeFi
•Demystifying DeFi--the realities of new technology
•DeFi example: decentralized exchanges
•New economic incentive structures of DeFi
•Network effects on layer 1 blockchains
•Pricing private market assets on a monthly basis
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Security Token Advisors, Head of Research, Peter Gaffney shares his journey and insights into the world of security tokens, tokenization, and Web3 opportunities/applications
Through his involvement with Security Token Markets and Security Token Advisors, Mr. Gaffney lays out Security Token Advisors' role as an end-to-end liaison for clients looking to tokenize assets and/or raise capital via the tokenization process. As an innovator, Mr. Gaffney shares a forward-looking vision and highlights tokenization opportunities from private markets to the Metaverse.
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Rialto Markets is a Finra-registered broker-dealer and SEC-registered Alternative Trading System (ATS) focused on private market digital securities. In this episode, Rialto Markets, CEO & Founder, Shari Noonan talks about the ways in which Rialto Markets is providing greater value, liquidity, and infrastructure for retail-facing issuers.
Drawing on over 20 years of experience in the financial service industry, Mrs. Noonan is able to effortlessly move between detailing Rialto Markets' story and speaking to the impact that her company's innovation is having within the larger market narrative.
Some topics covered, include:
•The evolution of capital markets crowdfunding
•Overview of Rialto's value prop and process
•Discussion on ATSs
•The expanding Private Market landscape
•The importance of having real-time access to data associated with securities
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Drawing on a wealth of professional experience across TradFi, DeFi, and BlockFi, Inveniam Asset Management, CEO, Jeannette Spaulding reflects on the state of today's market and shares her insights on projects, innovations, and ever-evolving technologies that continue to shape and drive opportunities in decentralized finance.
Some topics covered, include:
•Assessing risk in today's market
•Discussion on project momentum in DeFi space
•Continuing to harness the best attributes of blockchain and DeFi
•Understanding the value of an asset in DeFi environment
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Inveniam, Managing Director, Real Estate Services, Samuel Grossman walks through the key client benefits offered by Inveniam.io. From solving workflow inefficiencies and taking friction out of transactions to utilizing trusted blockchain technology and supporting the tokenization process, Mr. Grossman walks through the data operating system that is creating better data, better value, and better decisions for asset owners across real estate, private markets, and the DeFi ecosystem.
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Daniel Coheur, Co-Founder & COO of Tokeny Solutions, shares his insights and expertise on all-things tokenization. Drawing on years of experience building Tokeny's business and working with digital assets, Mr. Coheur is able to break down large tokenization and DeFi themes into easy-to-understand real-world applications and examples.
Some of the topics covered:
•Overview of blockchain and tokenization concepts
•Bridging TradFi & DeFi
•Regulation in decentralized finance
•The evolution from Web 2 to Web3
•The role of trusted data in tokenization and DeFi ecosystem
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Inveniam, Chairman & CEO, Patrick O'Meara provides insights on the current inflation and recessionary pressures and the role that tech innovation, and tokenization play in creating new growth opportunities in digital assets and decentralized finance.
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Inveniam, Chairman & CEO, Patrick O'Meara speaks to the announcement of Inveniam's capital investment in Rialto Markets, and how this partnership illustrates the essential components of a decentralized ecosystem that is being built via companies from across all disciplines and services sectors of decentralized finance and private markets.
Mr. O'Meara speaks to several factors relating to current economic conditions and highlights many of the deeper economic opportunities that are being created through digital assets and paths to greater liquidity for private market assets.
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The future of security tokens is now. INX, Chief Business Officer, Douglas Borthwick brings a wealth of knowledge, insights and firsthand experience to an extremely informative conversation that explores the various roles and potential applications of digital securities in secondary markets.
Themes covered:
The importance of educating the market on new products and the ability of what the new products represent.
Fractionalized ownership of assets
24/7, 365 trading of assets
The democratization of finance
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Deloitte, Audit & Assurance Partner, Ashok Parmar; Vertalo Real Estate, President, Gary Brandeis; and Inveniam, Managing Director of Public Policy, Clifford A. Lipscomb discuss themes around reclassifying real estate assets from Level 3 to Level 2, and how credentialed and verified data is seeking bringing cohesion between appraiser valuations and how that relates to the accounting work that leads to audited financials.
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Cushman & Wakefield, Executive Managing Director and U.S. Lead, Valuation and Advisory, Robert and Skinner and Inveniam, Managing Director, Real Estate Services, Sam Grossman share insights on the multiple ways in which new technologies like the Inveniam.io data operating system are creating greater efficiencies, transparency, and paths to liquidity for real estate assets.
Here are just a few of the topics covered in this interesting conversation: the journey from excel spreadsheets to the implementation of a new standard in trusted data architecture; the ways in which valuation service providers are better meeting today's growing demands; how commercial real estate is embracing new technologies; the realities of tokenizing assets; and how the Web3 ecosystem will continue to move in the direction of digitally trading private market assets, 24/7, 365.
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Tokeny Solutions, Co-Founder & CCO, Daniel Coheur, Sphereon, CEO, Sebastian Boender, Juliet Media, CEO & Founder, Michael Barrell, and Inveniam, Global Head of Business Development, Frank Walczak expand the conversation around tokenization by speaking to the larger ecosystem that is not only supporting tokenization but new paths to greater liquidity.
From compliance and self-sovereignty in blockchain to the importance of valuations and price discovery in the tokenization process, this episode delivers great insights from a diverse group of industry innovators.
- Visa fler