Sound DeFi

Asset owners are flooded with data. And when these owners go to sell or value their assets, the valuation agents spend an inordinate amount of time collecting source documents and extracting the data therein. These processes are tedious, error-prone, and often spread across multiple emails or third-party data siloes.

In response, Cushman & Wakefield is streamlining their valuation processes using the INVENIAM.io data operating system for private market assets.

Today, we’re excited to have subject matter experts (along with host Chris Berg):

Where to find Tara Stacom:

Where to find Patrick O’Meara:

"We want to create opportunities for people, bring the best ideas to the table, and ultimately bring more people to markets because that is the best for all of us."

--David Wagner, Senior Advisor, Houlihan Lokey

With Apex Group recently launching Valuation as a Service, powered by Inveniam, Chris Berg connects with Houlihan Lokey Senior Advisor David Wagner and Inveniam President Kerry Rudy to discuss how Valuation as a Service is driving greater efficiencies to valuation providers like Houlihan Lokey, specifically, while providing the foundational data architecture for the larger private markets ecosystem.

Topics covered in this episode:

--Detailed discussion on a recent use case of how the Inveniam.io platform is delivering trusted data and greater efficiencies for Houlihan Lokey and the clients they serve

--Step-by-step walk thru on how the inveniam.io data operating system is providing access to trusted data across all private market players:

--global financial providers, GPs & LPs

--Asset managers

--Valuation providers

--Tokenization services

--Secondary trading platforms.

“As allocations to private asset classes continue to grow, trusted data is essential to being able to transact in private market assets. Using data that is verified on blockchain, through our innovative partnership with Inveniam will create efficiencies and deliver benefits for the $3 trillion of client assets we service.” Georges Archibald, Chief Innovation Officer & Regional Head of North America, Apex Group

Apex Group and Inveniam announced Wednesday, September 7 that the two companies will be partnering to offer Valuation as a Service (VaaS) to Apex clients worldwide.

Sound DeFi host, Chris Berg connected with Apex Group's Chief Innovation Officer & Regional Head of North America, Georges Archibald, and Inveniam, President, Kerry Rudy to discuss the ways in which Valuation as a Service will provide greater trust, transparency, efficiency, and liquidity to private market asset valuations.

Topics covered, include:

•The democratization of private market assets

•How credentialed asset data creates a new standard of trust and drives price discovery in private markets

•How Valuation as a Service delivers end-to-end efficiencies, transparency, and greater liquidity.

•Eliminating asymmetry of data in private market assets

•Expanding investor possibilities with permissoned access, to performance data

"It's sort of a bear market...and a lot of people think a recession is coming, but at Inveniam we're seeing a lot of these large enterprise players continuing to lean into tokenization, blockchain, and DeFi."

--Inveniam's Michael Nadeau

Inveniam, Director of Ecosystem Strategies and creator of the DeFi Report discusses current market activity and insights from across Web3.

A few of the key topics covered, include:

•Further development of the DeFi Ecosystem--how key partnerships are delivering new paths to liquidity

•Evolving regulation narratives in crypto and DeFi

•Highlighting benefits of Tokeny's On Chain ID and how it is evolving a company's ability to compliantly issue, transfer, and manage assets on the blockchain

Inveniam, Managing Director, Brazil & Peru, Marson Cunha is taking a closer look at the data--and the role it is playing in further opening up investment opportunities in Latin America.

After a career in banking and real estate, Mr. Cunha quickly understood the value prop of Inveniam and the Inveniam.io data operating system. Now, as the Managing Director, Lead in Brazil and Peru, Mr. Cunha shares how Inveniam.io, as the trusted data architecture for private markets, is further bridging the gap between emerging markets and developed markets.

Some of the topics covered, include:

•Trusted data for better risk-return ratio calculations

•Alleviating pain points for Fund Admins. in Brazil

•US & Brazil REIT Markets

•Brazilian Companies (Inveniam use cases)

Chief Product Officer, Jeff Guillot, and the team at Inveniam have spent years designing a trusted data operating system for private market assets.

In this interview, Mr. Guillot walks through some of the core features/benefits of the Inveniam.io operating system, like data sovereignty, the immutability of blockchain technology, advanced workflows, AI Assist/Automation, transparency, and the creation of trusted and credentialed data for enhanced price discovery and liquidity.

This conversation provides great insights into how credentialed data is facilitating a new standard of trust, removing friction and workflow inefficiencies, and providing the foundation for new paths to greater private market asset liquidity.

Oasis Pro Markets, CEO, Pat LaVecchia knows TradFi and DeFi, and in this episode, Mr. LaVecchia discusses the ways in which Oasis Pro Markets is integrating its digital ATS directly with DeFi applications as part of a digital asset evolution.

Pat's own personal journey from TradFi to DeFi provides valuable insights into what he found most intriguing about the crypto, blockchain, and digital assets, along with a compelling perspective on how Oasis Pro Markets is addressing institutional investor problems and concerns.

Some topics covered, include:

•What brought Mr. LaVecchia to DeFi/finance background

•Oasis Pro Markets value prop/market focus

•Blockchain benefits to institutional investors

•The evolution of DeFi infrastructure

•Demystifying the notion of hacking as it relates to digital securities

•Future of DeFi: fractionalizing assets & real estate

With over ten years of commercial real estate experience and a genuine passion and knowledge of decentralized finance (creator of, The DeFi Report), Michael Nadeau talks with Sound Defi host Chris Berg about the economic realities and opportunities offered by blockchain technology and DeFi.

Some of the topics covered, include:

•Overview of DeFi

•Demystifying DeFi--the realities of new technology

•DeFi example: decentralized exchanges

•New economic incentive structures of DeFi

•Network effects on layer 1 blockchains

•Pricing private market assets on a monthly basis

Security Token Advisors, Head of Research, Peter Gaffney shares his journey and insights into the world of security tokens, tokenization, and Web3 opportunities/applications

Through his involvement with Security Token Markets and Security Token Advisors, Mr. Gaffney lays out Security Token Advisors' role as an end-to-end liaison for clients looking to tokenize assets and/or raise capital via the tokenization process. As an innovator, Mr. Gaffney shares a forward-looking vision and highlights tokenization opportunities from private markets to the Metaverse.

Rialto Markets is a Finra-registered broker-dealer and SEC-registered Alternative Trading System (ATS) focused on private market digital securities. In this episode, Rialto Markets, CEO & Founder, Shari Noonan talks about the ways in which Rialto Markets is providing greater value, liquidity, and infrastructure for retail-facing issuers.

Drawing on over 20 years of experience in the financial service industry, Mrs. Noonan is able to effortlessly move between detailing Rialto Markets' story and speaking to the impact that her company's innovation is having within the larger market narrative.

Some topics covered, include:

•The evolution of capital markets crowdfunding

•Overview of Rialto's value prop and process

•Discussion on ATSs

•The expanding Private Market landscape

•The importance of having real-time access to data associated with securities

Drawing on a wealth of professional experience across TradFi, DeFi, and BlockFi, Inveniam Asset Management, CEO, Jeannette Spaulding reflects on the state of today's market and shares her insights on projects, innovations, and ever-evolving technologies that continue to shape and drive opportunities in decentralized finance.

Some topics covered, include:

•Assessing risk in today's market

•Discussion on project momentum in DeFi space

•Continuing to harness the best attributes of blockchain and DeFi

•Understanding the value of an asset in DeFi environment

Inveniam, Managing Director, Real Estate Services, Samuel Grossman walks through the key client benefits offered by Inveniam.io. From solving workflow inefficiencies and taking friction out of transactions to utilizing trusted blockchain technology and supporting the tokenization process, Mr. Grossman walks through the data operating system that is creating better data, better value, and better decisions for asset owners across real estate, private markets, and the DeFi ecosystem.

Daniel Coheur, Co-Founder & COO of Tokeny Solutions, shares his insights and expertise on all-things tokenization. Drawing on years of experience building Tokeny's business and working with digital assets, Mr. Coheur is able to break down large tokenization and DeFi themes into easy-to-understand real-world applications and examples.

Some of the topics covered:

•Overview of blockchain and tokenization concepts

•Bridging TradFi & DeFi

•Regulation in decentralized finance

•The evolution from Web 2 to Web3

•The role of trusted data in tokenization and DeFi ecosystem

Inveniam, Chairman & CEO, Patrick O'Meara provides insights on the current inflation and recessionary pressures and the role that tech innovation, and tokenization play in creating new growth opportunities in digital assets and decentralized finance.

Inveniam, Chairman & CEO, Patrick O'Meara speaks to the announcement of Inveniam's capital investment in Rialto Markets, and how this partnership illustrates the essential components of a decentralized ecosystem that is being built via companies from across all disciplines and services sectors of decentralized finance and private markets.

Mr. O'Meara speaks to several factors relating to current economic conditions and highlights many of the deeper economic opportunities that are being created through digital assets and paths to greater liquidity for private market assets.

The future of security tokens is now. INX, Chief Business Officer, Douglas Borthwick brings a wealth of knowledge, insights and firsthand experience to an extremely informative conversation that explores the various roles and potential applications of digital securities in secondary markets.

Themes covered:

The importance of educating the market on new products and the ability of what the new products represent.

Fractionalized ownership of assets

24/7, 365 trading of assets

The democratization of finance

Deloitte, Audit & Assurance Partner, Ashok Parmar; Vertalo Real Estate, President, Gary Brandeis; and Inveniam, Managing Director of Public Policy, Clifford A. Lipscomb discuss themes around reclassifying real estate assets from Level 3 to Level 2, and how credentialed and verified data is seeking bringing cohesion between appraiser valuations and how that relates to the accounting work that leads to audited financials.

Cushman & Wakefield, Executive Managing Director and U.S. Lead, Valuation and Advisory, Robert and Skinner and Inveniam, Managing Director, Real Estate Services, Sam Grossman share insights on the multiple ways in which new technologies like the Inveniam.io data operating system are creating greater efficiencies, transparency, and paths to liquidity for real estate assets.

Here are just a few of the topics covered in this interesting conversation: the journey from excel spreadsheets to the implementation of a new standard in trusted data architecture; the ways in which valuation service providers are better meeting today's growing demands; how commercial real estate is embracing new technologies; the realities of tokenizing assets; and how the Web3 ecosystem will continue to move in the direction of digitally trading private market assets, 24/7, 365.

Tokeny Solutions, Co-Founder & CCO, Daniel Coheur, Sphereon, CEO, Sebastian Boender, Juliet Media, CEO & Founder, Michael Barrell, and Inveniam, Global Head of Business Development, Frank Walczak expand the conversation around tokenization by speaking to the larger ecosystem that is not only supporting tokenization but new paths to greater liquidity.

From compliance and self-sovereignty in blockchain to the importance of valuations and price discovery in the tokenization process, this episode delivers great insights from a diverse group of industry innovators.

With each guest representing a varied and unique aspect of decentralized finance, Inveniam, Chief Product Officer, Jeff Guillot; MineralAnswers.com, Founder & CEO, Jeff Chambers; Oasis Pro Markets, CEO, Pat LaVecchia; Crownpeak, Chief Strategy, Walter Leicher; and Vertical Equity, Founder & CEO, Shannon Robnett deliver a comprehensive view of the strategies and tactics that are driving success in today's Web3 ecosystem.

Drawing on a wealth of experience and success, this group looks at decentralized finance in practical business terms and starts to demystify much of the rhetoric around decentralized finance.

It further points to the reality that if you want to understand decentralized finance, it's best to talk with the business professionals who are thriving in the space.

Inveniam Asset Management, CEO, Jeannette Spaulding, Apex, Global Head of Digital Assets, Chris Brodersen, and Alpha Innovations, President and Chief Investment Officer, Lawrence Newhook, CFA share some fantastic insights, stories, and unique ways of perceiving the real opportunities of Web3 in today's ever-evolving Web3 ecosystem.

This is a great opportunity to hear from the individuals that are doing the real work of driving real-world Web3 applications as it relates to asset management.

Ownera, Head of Business Development, Anthony Woolley, and Inveniam, President, Inveniam International, and Chair to the Advisory Board, Sanjay Vatsa deliver an insightful and information-packed episode on the future of banking. From client and investor-centric banking to technologies that are driving greater financial inclusivity across decentralized finance and crypto, one thing is clear in this conversation: The future of banking is happening right now.

From the front edge of Web3, Sound DeFi host Chris Berg connects with Propy Inc. VP of Biz Dev Adam Brown to talk about Propy's second NFT real estate sale that recently closed. Adam Brown does a nice job of clearly communicating the efficiency and simplicity that Web3 is bringing to the real estate space. This interesting use case provides a better understanding of what is possible in decentralized markets--transforming closing times down from roughly 45 days to hours. Imagine the incredible opportunities as Web3 technologies continue to grow and expand across private and public markets. Short episode but loaded with great information.

Chris Berg sat down with AG Delta, CEO and Managing Partner, Heritage Horizon Capital, Andrew Au for an insightful conversation on the various paths to liquidity that exist for commodities in emerging Web3 environments.

From tokenization and biofuels to new ESG applications for commodities, Mr. Au offers a wealth of information on present moment (and future) opportunities as it relates specifically to commodities and more generally to private market assets.

Great conversation with Founder & CEO, Apex, Peter Hughes, and Head of Apex Americas, Apex, Georges Archibald on what it takes to lead digital asset innovation in the digital world.

Recorded live from the Data3 For Web3 conference in Miami, Peter and Georges, also, speak to the important role that trusted data is playing in bringing real-time liquidity to private market assets and transforming the ways in which asset managers work and service client needs.

Live from the Data3 For Web3 Conference in Miami, Sound DeFi's Scott Hennen caught up with Paredes Strategies LLC, Founder and former SEC Commissioner (2008-2013), Troy Paredes, and Inveniam, Global Head of Capital Markets and Corporate Development, Todd Stevens to discuss the possible roadblocks and benefits of the executive order within a larger conversation on government regulations as it relates to the future of Web3.

Todd and Troy bring a wealth of experience from different backgrounds to illuminate a broader range of insights for this engaging Web3 conversation.

Recorded live from #Data3ForWeb3, and an important acknowledgment of Women's History Month, Sound DeFi host, Chris Berg, sat down with an exceptional panel of women that are leading from the front edge of crypto, blockchain, DeFi, and digital assets. Covering a range of topics from DAOs and real estate on the blockchain to Data NFTS and other emerging technologies, these women give voice and a fresh perspective on the real business of Web3.

Featuring Inveniam Asset Management, CEO, Jeanette Spaulding; LibertyRoad Capital, COO & Founder, Anna Dinescu; Oasis Pro Markets, Chief regulatory & Compliance Officer, Renuka Gupta; SolidBlock, CEO & Co-Founder, Yael Tamar; and Amberdata, Account Executive, Lauren Richmond.

Recorded live from the Data3 For Web3 Conference in Miami, Sound DeFi host, Chris Berg, sits down with Mike Komaransky, a long-time cryptocurrency advocate and director of Grapefruit Trading, a cryptocurrency trading company specializing in over-the-counter trading.

Covering a range of topics, Mike shares insights on the ever-evolving landscape of crypto and fiat currencies (and even offers some clues on a theory regarding Satoshi's real identity).

Mike's lighthearted, open and authentic views on crypto make this a must-listen for crypto-enthusiast and anyone who is generally curious to learn more about new ways of approaching and seeing cryptocurrencies.

Inveniam, Chairman & CEO, Patrick O'Meara connects--live from the Data3 For Web3 conference in Miami--with Sound DeFi host, Chris Berg.

In this episode, Pat recaps his opening remarks from the Data3 For Web3 conference and sets a vision for the ways in which trusted digital asset data will provide the architecture for the global trading of private market assets.

DeFi Devs, V.P. of Business Development, Jay Smith joins DeFi Devs, President, Michael Creadon in an engaging conversation about blockchain, blockchain pain points and new blockchain technologies that will be offering real world solutions to businesses across capital, private and decentralized markets.

DeFi Devs, President, Michael Creadon joins Scott Hennen on this episode of Sound DeFi. With a wealth of experience in traditional finance and journalism, Michael Creadon brings a practical and easy-to-understand perspective to some, typically, complex ideas around decentralization, tokenized assets, blockchain technology, and digital assets.

For the companies and individuals that are beginning to explore and want to know more about the distributed data economy, this episode with Michael Creadon is great place to start.

In this episode, Scott Hennen talks with Inveniam CEO and Chairman, Patrick O'Meara about the role that Inveniam and the inveniam.io data operating system are playing in facilitating greater liquidity and monetization opportunities of private market assets. From data asymmetry to owner-controlled data, Pat shares key insights on how trusted and credentialed data are foundational to building a global distributed data economy.