The Future of Capital Markets

Silicon Valley Innovation Center

Silicon Valley Innovation Center

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About the course

What Is An Executive Immersion Program?

Transformation of the capital markets landscape through greater use of technology is not in itself new yet a fresh wave of startups is accelerating the process. With their focus on automating and digitizing industry operations, and creating access to global financial markets, these early-stage companies are attracting significant amounts of venture capital investment. Front-, middle- and back-office functions are all subject to these forces, as startups seek to disrupt everything from portfolio management and business intelligence to clearance, settlement and regulatory compliance.

Our program, The Future of Capital Markets, will educate you in the major trends of the day, connect you with the companies pioneering groundbreaking solutions and inspire you to make your financial institution a leading innovator.

What Will I Learn?

Our immersion program will educate you in all of these trends and show you how to capitalize on them to make an established financial institution an innovator and worthy partner to the fintech ecosystem.

Front-office

This category covers customer-facing areas of the business including sales, trading, and research. Companies operating in this niche include Global Liquid Markets, an electronic securities financing trading platform, and Mercatus, a provider of alternative asset and investment management solutions. AlphaClone, meanwhile, uses a mix of human judgement and algorithmic number-crunching to generate and backtest investment strategies. Startups operating in this space typically take the form of marketplaces and platforms that create access to primary and secondary markets, or act as alternative exchanges for the purchase and sale of assets. Others, like Confluent, build general software to support sales and trading desks.

Middle-office

Startups disrupting middle office operations include investment risk, research and analytics platforms. A number of companies in this space provide investors with access to alternative or non-traditional data sets in an attempt to replace legacy data providers. Second Measure counts itself among this group, as it analyzes billions of anonymized purchases to answer real-time questions on consumer behavior and company health. Addepar and Rivos, meanwhile, as cloud-based investment management platforms, focus on providing insight and business intelligence to investors and advisors. Random Forest Capital uses machine-learning algorithms to help institutional investors make strategic decisions while AltX is an intelligence platform for firms investing in hedge funds.

Back-office

Post-trade settlement and clearance, regulatory compliance and risk mitigation are all traditional back-office tasks now experiencing disruption from a crop of early-stage companies leveraging the latest technologies. Where startups such as Cognito and IdentityMind offer digital identity verification to help financial institutions meet know-your-customer (KYC) and anti-money laundering (AML) requirements, Avaamo and Carta are AI and cloud platforms, respectively, streamlining core administrative processes; both have raised tens of millions of dollars in venture capital. Ripple is also tipped to do great things. With backing from some of the biggest names in venture investing, the company is looking to disrupt the clearance and settlement sector with its application of blockchain.

Program Agenda

This Schedule Is Tentative And Features Past Speakers And Participating Companies.

Subject To Change Without Prior Notice

Day 1 THE DIGITAL DISRUPTION OF CAPITAL MARKETS

Who are the fintech challengers disrupting the capital markets space and what are their goals? Why are they growing so fast and what are the forces driving their expansion? These are the questions we answer on day 1 of our immersion program on The Future of Capital Markets.

We explain how startups have leveraged new technologies, private funding and favorable regulatory environments to digitize and automate the work of those in the capital markets sector including investment banks, hedge funds and investment managers. Learn from such companies as AlphaClone, Addepar and Rivos how these dynamics work in practice. We analyze the disruptive business models these companies deploy and see how they are using emerging technologies to offer their customers a fundamentally new experience.

Other possible participating companies: CapRally, Tinker, priceSeries, Confluent, Mercatus

Day 2 EXPLOITING MARKET NICHES

The journey continues on day two with an exploration of the contours of the disruption to the capital markets sector as they exist today. How many areas are seeing radical change? What is the nature of this change and how fast is it moving? We answer these questions through visits to a variety of startups, with each one pursuing its own disruptive agenda within an industry niche.

Learn from Second Measure on how the company is seeking to displace and complement legacy data providers through its analysis of billions of credit card transactions; Xignite, to see a cloud-based financial market data platform that has already attracted hundreds of customers, from cutting-edge fintechs to established financial institutions; and Omniex, the developer behind software infrastructure that integrates front, middle, and back-office functions.

Other possible participating companies: Carta, Stockzio, Xambala, Portfolia, Avaamo

Day 3 EMERGING TECHNOLOGIES​

Day three of the immersion program is dedicated to the technologies fueling the disruption of capital markets. We hear from experts in artificial intelligence and machine learning, robotics and blockchain to learn what these technologies can currently do and what they will offer in the future. We visit companies such as Ripple, Alphasense and Difitek where they show us how they use emerging technologies to create competitive advantages and provide innovative, market-disrupting products and services.

Other possible participating companies: Elite Tech Apps, Uphold, Naiss, HGGC, IdentityMind

Day 4 CORPORATE INNOVATION FOR THE CAPITAL MARKETS​

Having seen and heard how digital is disrupting capital markets on days 1 to 3, on day 4 of our immersion program we challenge attendees to turn words into action. Participatory workshops with leading Silicon Valley experts on design thinking, design sprints, venture capital and open innovation provide executives with the blueprints and frameworks they need to deliver innovation within their own organization.

We look at how established firms are venturing into the digital space through white-labelling, in-house product development and acquisition of tech talent. Visits and interactive sessions with companies such as Western Union offer up-to-the-minute case studies on how established financial institutions can become an important players inside the fintech ecosystem.

Other possible participating companies: Financial Oxygen, DataPi, Random Forest Capital, Token, AltX

Day 5 THE FUTURE OF CAPITAL MARKETS​

What happens next in the digital disruption of the capital markets? Day 5 brings the program to a close with its sights firmly set on the future. We learn about market trends still in their infancy and meet the companies seeking to capitalize on those trends.

Meet with companies such as Aysadi for machine intelligence and Epiphyte for crypto-finance. We discuss which sectors of the capital markets industry are next in line for the application of emerging technology to reimagine the user experience and undercut traditional business models. We see how the intelligent use of data will continue to be at the centre of innovation as real-time market data feeds, streaming prices and predictive analytics are deployed to inform trading decisions, place orders and make markets.

Other possible participating companies: BitBull Capital, Poynt, Nonpariel Capital, Peernova, Global Liquid Markets

Why Should I Join?

Inspiration

Meet the Silicon Valley innovators passionate about using the latest technologies to create new value. Learn the frameworks and methodologies of the experts and embrace innovation with confidence

Company Visits

Get Privileged Access To Silicon Valley

Connections

Turn motivation and knowledge into concrete actions with the business development opportunities that make an established business a world-class innovator.

Partnerships

Open Pathways To New Business Opportunities

Education

Gain insight into the digital disruption of capital markets and see how a new wave of startups is digitizing and automating front-, middle- and back-office operations.

Technology Insights

Master Emerging Technology Trends

Videos and materials

The Future of Capital Markets at Silicon Valley Innovation Center

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