ABOUT THIS EPISODE
In episode 8, Sue is joined by Lorenzo Pedersani to explore the impact of FinTechs on the wealth management industry and how they are serving to bridge the gap between traditional investing and alternative asset classes. Lorenzo is the CEO of Westmount Wealth, a Vancouver-based wealth management firm with an innovative approach to high-level investment management and financial planning.
English
United States
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OTHER EPISODES IN THIS PODCAST
In episode 4, former colleagues Sue and Brandon Milner reunite to discuss the dos and don’ts of driving innovation.
Brandon is currently working towards redefining the future of the construction industry as Senior Vice President of Digital & Data Engineering at EllisDon.
In the inaugural episode, Sue invites Anna Foat to come and help define what the ‘FinTech Effect’ is all about. The conversation includes lessons and tips for others trying to make change inside a traditional organization, no matter the size.
Anna works at SunLife and is, among other things; an Act…
Sue flies solo in episode 3, taking the opportunity to share some hard-earned insights for change agents within established companies. This is the first episode of a multi-part series covering the 10 critical and proven success factors that must be in place for innovation to succeed.
In episode 2, Theo Lau joins Sue to speak about how the FinTech Effect has created unique opportunities for partnership between incumbents and FinTechs.Theo is an author, founder, advisor, and speaker. She is internationally acclaimed for her ability to spark innovation in public and private sector…
Part 2 of the ‘How to Set Growth in Motion’ series. Sue sits down to continue covering the critical and proven success factors that must be in place for corporate innovation to succeed. If you’re a change agent, you don’t want to miss this short yet value-packed episode of the FinTech Effect!
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