HI FINTECHTALKERS, (follow me on Twitter (X) for lively discussions on these topics @PADDYRAMANATHAN),
I sat down with William Capuzzi, CEO of Apex Fintech Solutions (also a board member at DTCC and a prolific investor) on the sidelines of the Money20/20 show this week in Las Vegas. We covered a lot of topics including why Bill challenges himself to run triathlons, what is his mission at Apex, and how he and his team are enabling average retail investors to invest like hedge fund managers; Apex’s new fractional fixed income product; the transformative role that AI and generative AI will play in the wealth management business and in closing how he follows key advice from Greg McKeown’s Essentialism - the disciplined pursuit of less.
I have included a table of timestamps for easy navigation:
0.-3.21 - Intro of the episode, Bill’s background, and what got him to build Apex
3.22- 5.19 Apex’s mission and purpose
5.20-7.39 Running, Triathlon, Iron Man and what does running help
7.40-11.35 What does Apex do and who do they serve?
11.36-15.05 Embedded Finance - the future of digital distribution of financial services including wealth
15.06-17.50 How is Apex different from the traditional players
17.51-22.35 The democratization, making every retail investor invest like a hedge fund manager
22.36-26.40 The New fractional fixed income and doing it right
26.51-35.54 The future of Wealth mgmt with AI, Gen AI - Autonomous Wealth Mgmt, Advisor Co-Pilot
35.55-40.30 Philosophical alignment with Steve Jobs, and George Mckeown’s Essentialism (The disciplined pursuit of less) and type of companies Apex is looking to partner.
Enjoy and always be in the know,
Paddy Ramanathan Follow me on the new Twitter @PaddyRamanathan
Founder of iValley (www.ivalley.co) and
Host of the FINTECHTALK™ Show (on Substack, Apple Podcast, and Spotify)
(Violin piece in podcast, courtesy of my daughter Ilina)
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