What can you expect?
Joining the show today is venture capitalist, advisor, board member, thought leader and founder of Margaris Ventures, Spiros Margaris. Spiros is also the #1 FinTech influencer in the world and has advised not one but two unicorns.
In their conversation, Spiros and CARL’s Jamie Uppenberg discuss the rise of retail investors in hedge funds, the changing market, how hedge funds and alternative investments such as CARL’s strategies fit into a larger portfolio, machine learning, and Spiros’ expert tips and wisdom.
Episode Highlights
- About Spiros and his experience with hedge funds
- Retail investors and accessibility and the CARL platform
- The role of hedge funds in a portfolio
- What helps investors understand hedge funds
- Machine learning’s place in investing
- The changing market
- The relevance of the 60/40 rule for alternative investments
- The most important piece of advice for a FinTech
- Final thoughts and considerations for investors
Our Guest
Spiros Margaris
Spiros Margaris is a venture capitalist (Margaris Ventures), futurist, keynote speaker, and board member. He is a senior advisor to – and investor in – several companies in the fintech, insurtech, cybersecurity, health care, and AI sectors. Two of the fintech start-ups he has advised have become unicorns (with valuations of over $1 billion).
Spiros is the first international influencer to achieve “The Triple Crown” ranking. In 2021, Onalytica named him The Key Opinion Leader in Fintech. That year, MarkTechPost included him, for the third time, in a list of the “Top Artificial Intelligence Influencers to Follow.” In 2020, Onalytica ranked him as the No. 1 Global FinTech Influencer, while Refinitiv (Thomson Reuters) ranked him as the No. 1 Finance Influencer. In 2018, Onalytica ranked him as the No. 1 International FinTech, Blockchain, and AI Influencer.
Spiros has been a keynote speaker at international fintech and insurtech conferences and has also given a TEDxAcademy Talk. He published a white paper on AI, “Machine learning in financial services: Changing the rules of the game,” for the enterprise software vendor SAP. In 2019, he was the first non-IBM keynote speaker at the largest IBM event in Europe, held at the IBM Systems Technical University.
OUR HOST
Jamie Uppenberg
Jamie has 15+ years in digital payments, banking and financial services software development. She’s held several executive management positions in digital product software delivery, working various digital payment projects with big tech such as Apple and Google. Jamie brings extensive compliance, regulatory and KYC product and process management.
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