The Future of
Capital Markets

An Immersive 5-day program for capital markets professionals

Available Online and In Person

April 20-24, 2020

July 13-17, 2020

October 5-9, 2020

January 25-29, 2021

Capital Market startup innovation map

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.


As with all of our immersion programs, The Future of Capital Markets is available both online and in person.

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 AlphaCloneAddepar 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: CapRallyTinkerpriceSeriesConfluentMercatus

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: CartaStockzioXambalaPortfoliaAvaamo

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 RippleAlphasense 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  AppsUpholdNaissHGGCIdentityMind

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 OxygenDataPiRandom Forest CapitalToken, 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 CapitalPoyntNonpariel CapitalPeernovaGlobal Liquid Markets

Download Full Sample Agenda

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 Meetings

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

What Companies Will I Meet?

Epiphyte develops enterprise software allowing banks and other financial institutions to securely integrate.

Machine intelligence platform that helps organizations gain transformative advantage from big data

Provides one frictionless experience to send money globally using the power of blockchain

Intelligent Search Engine that provides sophisticated semantic analytics to give you an unprecedented information edge

Full cloud-based infrastructure needed for online finance products and services accessible through a single API

Second Measure analyzes billions of credit card transactions to answer real-time questions on consumer behavior

Provides cloud-based financial market data distribution solutions to fintech companies and financial services providers

Develops software infrastructure that integrates front, middle, and back-office services to simplify access and remove fragmentation

Enables users to access alpha-generating stock ideas and investment strategies

Investment management platform for investors and advisors

Frictionless, modern identity verification that starts with just a phone number

Provides a SaaS platform that builds, maintains, and analyzes digital identities worldwide

Deep learning Virtual Assistant Platform for the enterprise

Building a global ownership management platform to help companies, investors, and employees manage their equity

Investing more intelligently in credit via AI and Machine Learning

Provides companies the tools and access needed for the development of a digitally-enabled financial system.

Develops and delivers a data, intelligence, and collaboration platform

Cloud-based software company that is digitally transforming the way global energy producers invest

Confluent offers a streaming platform based on Apache Kafka that enables companies to easily access data as real-time streams.

ROSS Intelligence builds artificially intelligent tools to the legal world.

Enables users to notarize digital transactions and certify the existence, integrity, and ownership of any file or communication.

An online service and tool that helps small businesses and startups set up 401(k) plans for their employees

Financial technology company that provides platforms including trader access to proprietary charting tools

Riskalyze empowers investment advisors to capture a quantitative measurement of client risk tolerance to find investments that fit them.

Token’s mission is to allow financial institutions, businesses, and people to instantly and securely move money.

What Did Attendees Have To Say About The Program?

I am very thankful to SVIC for organizing this one-week event. It was very helpful to get to know VCs who are investing in new digital technologies, entrepreneurs who are is building these technologies and large companies that are already applying it.
Juan Clariond
Executive Chairman at Dimex Capital & Alis Foods, Mexico
We finished the full week of the financial immersion program here at SVIC. It was a great experience. We are facing digital transformation program in our company, so we were able to meet a lot of companies that are transforming their businesses in Silicon Valley in term of digitalization. I would recommend this kind of program to your company. It’s entirely new experience for us. Thank you SVIC for this opportunity.
Eduardo Perez Vallet
CHRO at Dimex Capital, Mexico
Thank you so much for an excellent program and successful immersion experience with SVIC. We were pleasantly surprised with what we were able to achieve and what we are going to achieve. The program was very well structured, and the choice of organizations from Silicon Valley was very well thought through. Thank you.
Nelson Gasparian
Commercial Director at Bexs Banco de Câmbio, Brazil

Register For The Next Program

April 20-24, 2020

July 13-17, 2020

October 5-9, 2020

January 25-29, 2021

Price:

What Is Included?

  • Executive Program: 5 full days of educational sessions, meetings and company visits
  • Hotel accommodation
  • Transfers between company visits
  • Lunches
  • Program support with an SVIC representative accompanying the group

Contact Us Today

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