financial services

5 statements across 5 episodes · 2 bullish · 1 bearish · 5 people on the record · first statement May 22, 2017 by Charlie Ellis · across every show →

Everything said about financial services, oldest first

May 22, 2017 negative
Insight
Ellis: Financial institutions operate blindly regarding customer standing and competitive positioning
“Everybody who's involved in financial services. I thought primarily through the stock brokerage business and the investment management business. Same thing's true of banking, investment banking, bond dealing, whatever. You don't know how you stand with your cu…”
Charlie Ellis May 22, 2017 ▶ 17:36 Charley Ellis – Multiple Ways to Win (Capital Allocators, EP.08)
Aug 3, 2020 bullish
Prediction Not checkable as stated
The line between financial services and consumer experiences will increasingly blur
“Globally, we also have a thesis that is that around this idea that the distinction between financial services and Other consumer experiences, that border is going to blur.”
Matthew Granade Aug 3, 2020 ▶ 39:12 Matthew Granade – Inside Data Science at Point72 (First Meeting, EP.22)
Aug 23, 2021
Disclosure
Spielman: Financial services accounts for roughly 70% of coaching clients
“And I have found in financial services, they're very much like-minded people, whether it's public investing, you know, whether it's like hedge funds or in private equity. Or even investment banking and money management is probably. 70% of my client base.”
Matt Spielman Aug 23, 2021 ▶ 29:47 Matt Spielman – Executive Coaching in Asset Management (Capital Allocators, EP.210)
Jan 24, 2022
Insight
Grinda: Startups should ask forgiveness not permission, except in healthcare and fintech
“So lessons learned I suspect is in intrapreneurship, you want to ask for forgiveness and not permission, except in two exceptions. One is healthcare and where you definitely don't want to be lying on like the effectiveness of your underlying drugs and processe…”
Fabrice Grinda Jan 24, 2022 ▶ 19:02 Fabrice Grinda – Canvassing Seed Stage Marketplaces at FJ Labs, Venture is Eating the Investment World 4 (Capital Allocators, EP.232)
May 5, 2022 bullish
Insight
Drobny: Financial services represent massive profit pools ripe for fintech disruption
“And by the way, the thesis behind FinTech is that in every country in the world, financial services is generally somewhere between 10 to 20% of market cap and GDP. And so if you can disrupt that, that's a big piece of profits and revenues to go after and build…”
Steve Drobny May 5, 2022 ▶ 26:00 Steve Drobny – Where the World is Going at Clocktower Group (Manager Meeting, 30)
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