#vxinsight

Proxy voting in Australia: what could three extra days change? - with Proxymity

Nov 4, 2026 ·22 min

Australia’s proxy voting market has undergone a significant operational shift. One of the clearest changes is time: the average gap between custodian and ballot deadlines has fallen from 96 to 24 hours, returning three days to investors.  In this episode, Mark Brannigan and Martin Lawrence are joined by Scott Oakland, Head of APAC at Proxymity, to explore what that transformation looks like in practice.  The conversation looks at how Australia has moved away from manual, intermediary-heavy processes towards a more connected model linking issuers, custodians and investors. It also explores what additional time can mean for investors reviewing proposals, engaging with investment teams and making voting decisions.  Scott and Martin discuss the role of real-time information, greater transparency and vote certainty, as well as how earlier visibility can support engagement between issuers and beneficial owners.  The episode also looks beyond Australia to consider what its experience could mean for markets including Singapore and Japan, and how reducing operational barriers could support greater investor participation.  Produced in partnership with Proxymity.  Explore the full research here

Xchange Ep 9: Sibos debrief – the post-trade triangle of T+1, 23x5 and tokenisation

Oct 8, 2026 ·16 min

Sibos 2026 just wrapped in Miami, but we look beyond the press releases and headlines to what surprised us at the event; the conversations, or lack of them, on certain topics.  T+1 settlement, 23x5 clearing and trading and tokenisation are now completely connected. They make up the vast majority of work going on in the industry, and form a challenge for firms rethinking liquidity, cash movement and end-to-end processes.  In episode 9 of our Xchange podcast, Barnaby Nelson (CEO), Emma Johnson (Head of Industry Advocacy and Insight) and Mark Brannigan (Head of Xchange product) talk through: -        The post-trade triangle: how the three themes are interconnected, and should be considered together rather than as isolated initiatives  -        The impact of 23x5: the compression of time available for clearing, funding and settlement which has potentially not yet been fully grasped  -        Liquidity is the central use case for tokenisation: cash rails for digital assets may help funding needs when traditional systems are closed or slow Keywords: trading, clearing, 24/7, 23/5, real-time, market infrastructure, Sibos, settlement, post-trade Connect with the speakers: Emma Johnson - LinkedIn  Barnaby Nelson - LinkedIn  Mark Brannigan - LinkedInFind out more: https://thevx.io/research-insights

DLT in the real world 2026: a present-tense conversation, with Broadridge

Sep 28, 2026 ·37 min

DLT has spent years being discussed in the future tense. This year, that conversation is becoming more practical.  In this episode of the VX Insight podcast, Barnaby Nelson is joined by Paul Chiappetta and Sahil Duggal of Broadridge for a truly present-tense discussion on the findings from DLT in the real world 2026.  The conversation traces how firms are moving from foundational use cases inside their own organisations towards more advanced applications, including bilateral and intraday repo. It also looks at how the value case is evolving, from efficiency and cost savings towards liquidity, capital and balance sheet management.   Paul and Sahil also discuss why there is no single winning blockchain, tokenisation model or digital cash leg. The right infrastructure depends on the use case, regulatory requirements and operational needs.   The episode also explores what still needs to change for adoption to scale, from integration with existing systems to risk, treasury and counterparty readiness.   Produced in partnership with Broadridge.  Explore the full DLT in the real world 2026 research: https://thevx.io/campaign/dlt-in-the-real-world

Why NAV is becoming a 2026 operating model priority.

Sep 16, 2026 ·35 min

40% of firms face NAV correction risk. 68% are seriously concerned about republishing NAVs.  In our latest podcast, Barnaby Nelson speaks with Sean Kennedy, Global Head of Investment Operations at FIS®, about why NAV is becoming a core resilience, control and commercial issue across asset management and fund administration.  They discuss:  Why fund and asset complexity is rising How earlier NAV expectations are reshaping operating models Why contingency NAV and shadow oversight are gaining ground How T+1 and compressed dealing cycles are increasing pressure Why NAV data now matters far beyond fund accountingNAV is no longer just a back-office process. It is becoming a core data and operating model issue.

Xchange Ep 8: 24/7 trading in the US – what does it mean for post-trade?

May 28, 2026 ·20 min

In December 2026, leading US exchanges (including Nasdaq, NYSE and 24X) are expected to begin offering live trading for cash equities on a 24x7 basis. The DTCC will already begin 23x5 clearing of these securities in June 2026.  It’s a change to trading hours, but a transformational shift in operational and processing requirements for US market participants. It will create significant new pressures on asset servicing and data processing. For those overseas, it also raises new questions about domestic market liquidity for exchanges and market participants across the world. In episode 8 of our Xchange podcast, Barnaby Nelson (CEO), Emma Johnson (Head of Industry Advocacy and Insight) and Mark Brannigan (Head of Xchange product) talk through What is extended hours trading (EHT)? 24 hour reactivity for investors to respond to major global eventsWho is expected to use it? US retail, US institutional investors, Asian retailWhat does it mean in practice? Continuous trading, daily technical 1 hour pause to replace previous extensive overnight windowWhat issues does it represent? Liquidity, supervision, CA, ETFs, Asian investments and moreWhat happens next? What is the timeline, and when do we expect it to start having major impactsKeywords: trading, clearing, 24/7, 23/5, real-time, market infrastructure, cross-border investments, post-trade Connect with the speakers: Emma Johnson - LinkedIn  Barnaby Nelson - LinkedIn  Mark Brannigan - LinkedIn

Xchange Ep 7: Africa’s investment landscape – the conversations happening at TNF

Apr 30, 2026 ·19 min

One week on from The Network Forum Africa, which took place in London, we debrief on the major talking points coming out of the event. What are the investment trends, regulatory changes, and digital asset innovation across the continent?   In episode 7 of our Xchange podcast, Barnaby Nelson (CEO), Emma Johnson (Head of Industry Advocacy and Insight) and Mark Brannigan (Head of Xchange product) talk through The global perception: following the publication of the 3rd edition of World to Africa, what is the evolving view of Africa as an investment destination? Market changes: where are the markets focused in terms of infrastructure, market harmonsiation, and settlement cycles (including the challenges facing Nigeria’s move to T+1)A different angle on digital assets: regulators are being praised for the efforts to support developmentFuture outlook: index inclusion, market modernisation, and investor protectionKeywords: regulation, market infrastructure, tokenization, tokenisation, T+1, settlement cycles, post-trade, DLT, digital assets, The Network Forum Resources & links: The World to Africa researchNetwork Forum AfricaConnect with the speakers: Emma Johnson - LinkedIn  Barnaby Nelson - LinkedIn  Mark Brannigan - LinkedIn

Xchange Ep 6: Asian post-trade innovation – a different flavour of T+1 and digital transformation

Mar 9, 2026 ·18 min

Recording directly from Hong Kong, after a few weeks of meetings and engagements across the region, we debrief on the major talking points coming out of those conversations. What’s the business case for T+1 in Asia, or are there other digital priorities? And what could 24/5 in the US mean for the region?  In episode 6 of our Xchange podcast, Barnaby Nelson (CEO), Jean-Remi Lopez (Senior Advisor for APAC) and Mark Brannigan (Head of Xchange product) talk through Why T+1: strategic significance in Asian markets, does it make sense now, what’s the business case?Regulatory challenges and market practices affecting settlement cyclesMore pressing, digital priorities: how digital assets and tokenisation are addressing existing post-trade bottlenecks24/5: what could it mean for the region if implemented in the US? Keywords: tokenization, tokenisation, T+1, settlement cycles, post-trade, DLT, digital assets, 24/5, digital assets, modernisation

Xchange Ep 5: the ECB + tokenised securities + eligible collateral = take off?

Jan 28, 2026 ·14 min

The European Central Bank (ECB) announcement on the acceptance of tokenised securities as eligible collateral is big! What will it change? What do you need to know, and what do you need to do?    In episode 5 of our Xchange podcast, Barnaby Nelson (CEO), Emma Johnson (Head of Industry Advocacy and Insight) and Mark Brannigan (Head of Xchange Product) talk through: What this all means, and why it is big news 52% of firms were preparing for collateral tokenisation by 2026, will this increase?The current opportunity costs of collateral vs the potential efficiency/cost saving tokenisation will bring? The key questions; a more integrated market, the roadmap forward, how risk management remains key, the viability and potential challenge to traditional finance modelFind out more about our research on the topic here: https://thevx.io/campaign/the-case-for-collateral-tokenisation/ Keywords: tokenization, tokenisation, collateral, ECB, European Commission, securities, DLT, market integration, risk management, financial technology, digital assets

Xchange Ep 4: Asset Servicing – is this the year for change? What is the short, medium and long-term plan?

Jan 23, 2026 ·18 min

Is 2026 the year that the industry improves asset servicing operations? Or, being right in the middle of movie award season, are we still going through Groundhog Day?   Episode 4 of our Xchange podcast with Barnaby Nelson (CEO), Martin Lawrence (Chief Customer Officer) and Mark Brannigan (Head of Xchange Product) talks through: Some key happenings: 24 by 5 trading and 23 by 5 clearing, T+1 progressMain discussion - asset servicing: has the problem statement for asset servicing changed in the past 10 years? How does the industry move the dial, to improve and reduce cost across the industry? Looking forward: US Treasury Central Clearing not getting the attention it shouldKeywords: asset servicing, AI, corporate actions, financial technology, institutional finance, risk management, regulatory framework, blockchain, innovation

Xchange Ep 3: Stablecoins - the institutional view, the innovation exemption, new partnerships, 2026 the year of execution

Dec 19, 2025 ·23 min

Money is a technology that humans invented to help us navigate an increasingly complex world. This episode explores stablecoins as another significant step in financial technology, their importance, the risks and challenges, and the institutional perspective on their adoption.  Episode 3 of our Xchange podcast with Barnaby Nelson (CEO), Emma Johnson (Head of Industry Advocacy and Insight) and Mark Brannigan (Head of Xchange product) talks through: Some key happenings: AccessFintech and Blackrock, the innovation exemptionMain discussion: the institutional view on stablecoins; risks, recognition on the balance sheet, clarity, adoption, challenges, interplay with CBDCs, growth due to need for 24/7 cash Looking forward: 2026 as the year of execution (USTC, T+1, 23/5 clearing, 24/5 trading)Keywords: money, stablecoins, CBDC, digital assets, financial technology, institutional finance, risk management, regulatory framework, blockchain, innovation

Xchange Ep 2: All things Europe - the rallying cry, conversations from ECSDA, digital innovation and T+1

Dec 9, 2025 ·20 min

Does the administrative coordination of Pheasants Island offer a glimpse of European progress and cooperation? Maybe not, but in this episode we talk about all things Europe and provide a wide ranging overview of the main post-trade stories in the region.  Episode 2 of our new Xchange podcast with Barnaby Nelson (CEO), Emma Johnson (Head of Industry Advocacy and Insight) and Mark Brannigan (Head of Xchange product) talks about: Feedback from the November ECSDA conference - looking forward, not backwardUpdates on digital innovation and readiness - how the region stands moving forwardRegulation update: what to know, what's coming

Xchange Ep 1: T+1 and funding - the scary story, America at light speed, tokenised collateral, and reading CSDR technical standards on the beach

Nov 19, 2025 ·19 min

13.1 billion dollars was the expected total spend for Halloween in 2025 in the US. How does the horror of halloween align with the potential fear of T+1 and funding?  Episode 1 of our new Xchange podcast with Barnaby Nelson (CEO), Emma Johnson (Head of Industry Advocacy and Insight) and Mark Brannigan (Head of Xchange product) chat about: Some key happenings: America moving at lightspeed, ESMA's draft regulatory technical standards on settlement efficiency:Main discussion: understanding T+1 and the funding risksLooking forward: tokenised collateral

DLT in the Real World 2025 (Series 4) with Accenture: Is 2025 the year DLT finally moves from promise to production?

Sep 25, 2025 ·20 min

World to Africa 2025: Africa is no longer a “future” growth story — it’s happening now.

Sep 24, 2025 ·34 min

Our latest World to Africa 2025 podcast unpacks the forces driving record allocations into the continent, featuring Standard Bank, BNY, and The ValueExchange.  🎙️ In this episode:   ✅ $3.7B of new flows from underweight investors   ✅ 40% portfolio growth projected by 2027   ✅ 75% AUM growth from asset managers   ✅ Private markets and digital infrastructure leading the way 

The path to 2030 series: episode 3 APAC - back office change and innovation spend

Sep 21, 2025 ·16 min

Our Path to 2030 podcast series with FIS® brings together experts from APAC, North America, and Europe to unpack how firms are preparing their operations for the decade ahead.  What you’ll hear:    🔶 APAC: Jean-Remi Lopez and Jon Hodges  - 61% of back offices need urgent change while innovation spend surges 🔶 North America: Barnaby Nelson and Matthew Stauffer  - $155m annual budgets colliding with legacy tech and extended hours 🔶 Europe: Martin Lawrence and Mack Gill  - Half of firms still anchored in legacy, T+1 demanding real-time automation 

The path to 2030 series: episode 2 Europe - legacy and T+1

Sep 21, 2025 ·21 min

Our Path to 2030 podcast series with FIS® brings together experts from APAC, North America, and Europe to unpack how firms are preparing their operations for the decade ahead.  What you’ll hear:    🔶 APAC: Jean-Remi Lopez and Jon Hodges  - 61% of back offices need urgent change while innovation spend surges 🔶 North America: Barnaby Nelson and Matthew Stauffer  - $155m annual budgets colliding with legacy tech and extended hours 🔶 Europe: Martin Lawrence and Mack Gill  - Half of firms still anchored in legacy, T+1 demanding real-time automation 

The path to 2030 series: episode 1 North America - extended hours and legacy tech

Sep 21, 2025 ·17 min

Our Path to 2030 podcast series with @FIS® brings together experts from APAC, North America, and Europe to unpack how firms are preparing their operations for the decade ahead.  What you’ll hear:    🔶 APAC: Jean-Remi Lopez and Jon Hodges  - 61% of back offices need urgent change while innovation spend surges 🔶 North America: Barnaby Nelson and Matthew Stauffer  - $155m annual budgets colliding with legacy tech and extended hours 🔶 Europe: Martin Lawrence and Mack Gill  - Half of firms still anchored in legacy, T+1 demanding real-time automation 

DLT in the Real World 2025 (Series 4) with Broadridge: DLT is no longer “what if.” It is happening at scale.

Sep 19, 2025 ·31 min

In our new podcast with Horacio and Paul from Broadridge, we look at how DLR is transforming repo and collateral:   ✅ USD 6 tn in tokenised repo in July 2025   ✅ Volumes doubled in 12 months   ✅ Intraday repo delivering liquidity and capital relief   ✅ Digital cash and stablecoins making atomic settlement real  Firms are moving from pilot to production. This is where efficiency meets real-world adoption. 

Asset Servicing Automation 2024: survey key findings and expert insights (ISSA)

Nov 26, 2024 ·31 min

What is the case for asset servicing automation in 2024 and where are firms focusing today in reducing cost and risk across corporate actions and proxy voting? Drawing on the latest statistical insights from our “Asset Servicing Automation 2024” industry research campaign (led by Broadridge, DTCC and ISSA), William Hodash (of ISSA) and Pradeep Raos (of ISSA) discuss today’s challenges, ambitions and change journeys in the specific context of spiralling volume and cost growth in 2024.

Asset Servicing Automation 2024: survey key findings and expert insights

Sep 30, 2024 ·54 min

What is the case for asset servicing automation in 2024 and where are firms focusing today in reducing cost and risk across corporate actions and proxy voting? Drawing on the latest statistical insights from our “Asset Servicing Automation 2024” industry research campaign (led by Broadridge, DTCC and ISSA), John Kirkpatrick (of Broadridge), Scott Grant (of Broadridge) and Patrick Barthel (of DTCC) discuss today’s challenges, ambitions and change journeys in the specific context of spiralling volume and cost growth in 2024.

World to Africa 2024: what does the Africa opportunity look like in 2024?

Sep 9, 2024 ·30 min

Why, where and how should global investors be planning their African investment strategies in 2024? In this first episode of our World to Africa series (in partnership with Standard Bank), Stephen Barnes and Hari Chaitanya walk through the major areas of opportunity in Africa today and look at what market structure changes foreign investors need to be tracking.

DLT in the Real World (Series 3) with the HKMA: What does it mean to issue over HKD6 billion in digital bonds?

May 9, 2024 ·26 min

In this latest episode of our DLT in the Real World Series (run in partnership with ISSA), James Fok explains how the Hong Kong Monetary Authority’s CMU has delivered efficiencies of over 1,000 hours per bond issuance, through its Evergreen and Genesys initiatives.  

DLT in the Real World (Series 3): with Clearstream: What does it mean to issue over EUR3 billion in structured products using a DLT registry?

May 2, 2024 ·37 min

As one of the most mature DLT-based platforms in the capital markets, Clearstream’s D7 is now reaching a point of critical scale with over 1000 new issuances every month. In this latest episode of the DLT in the Real World podcast series (run with ISSA), Jens Hachmeister and Thilo Derenbach walk through the latest outlook on the D7 journey – and explain why “Just because something works on a small boat doesn’t mean it will work on a container ship".

DLT in The Real World (Series 3) with NSDL: How can DLT bring trust and automation to a heavily decentralised market ecosystem?

Mar 12, 2024 ·36 min

In this latest episode of our DLT in the Real World series, Vishal Gupta from NSDL explains how DLT is transforming the issuance and management of debentures in India - with adoption rates of over 70%.

DLT in The Real World (Series 3): The evolution of the DLT market in Africa viewed by Standard Bank, a key player in the region

Mar 7, 2024 ·46 min

In this episode, part of our latest series of ‘DLT in The Real World’, run in partnership with ISSA, we discuss how DLT creates unique opportunities to the African market.

The ValueExchange / Nasdaq - Scaling the Carbon Markets with Roland Chai

Mar 4, 2024 ·20 min

The voluntary carbon markets face a unique challenge: they have to do in decades what other financial markets have done in 125 years in terms of maturity. And we can’t afford to fail. In this deep dive discussion, Roland Chai at Nasdaq explains the key challenges and opportunities for the world’s carbon markets – underlining a clear path to scalable market growth.

DLT in the Real World (Series 3): Broadridge DLR and the transformational benefits of DLR in treasury

Feb 22, 2024 ·34 min

In this fascinating episode Horacio Barakat and Paul Chiappetta join Barnaby Nelson to discuss how DLR is already delivering on "phase 2" treasury benefits - well beyond the operational savings that were first envisaged. As one of the most mature uses of DLT in our markets, this is great evidence of the continuing and evolving benefits of the technology.

Proxy voting and Class actions: Today’s ESG challenge

Feb 1, 2024 ·50 min

How important is shareholder governance? What needs to be done to fix the current issues on shareholder governance? With expert insights from Bill Hodash (ISSA), George Harris (FIS), Michael Kemper (Proximity) and Vicky Dean (Goal), we explore the current challenges in shareholder governance impacting today’s ESG and the solutions for a brighter future.

The numbers behind tokenization

Sep 12, 2023 ·39 min

What is the case behind tokenisation in securities finance? Against a backdrop of highly disparate and manual processes, DLT and tokenisation is emerging as a leading solution to the issues of reconciliations, delivery issues and balance sheet challenges. In this #vxInsight episode, Kelly Mathieson (of Digital Asset) an Ken DeGiglio (Equilend) discuss the opportunities and deployment journey of DLT in repos and securities lending

Asset Owner Transformation 2023: Key findings

Sep 12, 2023 ·41 min

How and where are asset owners driving transformation in their investment operations in 2023?   Leveraging insights from our second global "Asset Owner Transformation" survey, Marian Azer (Milestone Group), Niki Zaphiratos (RBC) and Dhanya Dhiraj (Citisoft) discuss the key findings and themes from our research with Barnaby Nelson (The ValueExchange).

Proxy Voting in Australia - Our Key Findings review

Feb 5, 2023 ·40 min

How are governance and investor changes putting pressures on our proxy voting processes in Australia? And how able are we to react? Following our market-wide survey led by Proxymity, Computershare, AIRA and ACSA, this episode digs into the details of exactly how issuers, custodians and investors are making the case for major transformation in their proxy voting.  With expert insights from Dean Little (Proxymity), Scott Hudson (Computershare) and Ian Matheson (AIRA), we explore the common challenges, the motivations for change and the areas that most need our attention as we look to grow our engagement and voting volumes in the near future.

DLT in the Real World (Series 2): MarketNode and product issuance

Nov 6, 2022 ·43 min

How is DLT being used to address key inefficiencies in bond and fund issuance? After years of careful evaluation, MarketNode is beginning to address key inefficiencies in the way that we issue, trade and hold bonds - with funds to come. In this fascinating episode of our "DLT in the Real World" podcast (run in cooperation with ISSA), Rehan Ahmed explains the step-by-step process that MarketNode has taken in bringing efficiencies to a USD750billion bond market in Asia-Pacific.

DLT in the Real World (Series 2): Clearstream D7 and digital issuance

Oct 14, 2022 ·38 min

How is Clearstream's D7 platform transforming product issuance today - and moving us closer to "T+1 hour" issuance? In this fascinating discussion with Jens Hachmeister, we walk through the practicalities of designing, building and launching D7 - from the first thoughts through to live issuances today.  We look at what impact digitisation can have on the end to end product lifecycle in real terms - and we also dig into the role (and limits) of DLT in the final platform.

DLT in the Real World: Key Findings from our 2022 explained with ISSA

Sep 15, 2022 ·36 min

How, where and why are we using DLT in the capital markets today? As part of our 3rd annual "DLT in the Real World" industry-wide survey, this discussion digs into the practicalities of digital assets in 2022 - leveraging the experience of Urs Sauer (SIX), Glen Fernandes (Euroclear) and Colin Parry (ISSA). This discussion draws extensively on the Key Findings summary from our 2022 survey (available here).

DLT in the Real World (Series 2): Stock Exchange of Thailand and ecosystem change

Aug 2, 2022 ·27 min

How is DLT making an impact traditional, regulated stock exchanges and what are we learning about how this technology can change the whole ecosystem In this episode of our DLT in the Real World series (run in partnership with ISSA), Kitti Sutthiatthasil (of the Stock Exchange of Thailand) explains how SET's several round of DLT pilots and deployments is changing the capital markets ecosystem.  From movie-financing to disintermediation, the SET's journey is packed with valuable learning experiences for any FMI looking at driving meaningful market change - with plenty still to come.

Reimagining Corporate Actions: What is the right operating model for today's world?

Jul 26, 2022 ·38 min

With volumes reaching historical peaks and people challenges at their most acute, how can all profiles of market practitioners drive scale in their asset servicing? Following the release of our "Reimagining Corporate Actions" global research key findings, this discussion brings together Madhukar Ramu (of S&P Global Market Intelligence), Dan Thieke and Stephen Ridley (both representing ISSA) to dig into the key factors at play in shaping the right operating model for your back office today. Download the Key Findings here - or reach out to us at info@thevalueexchange.co if you'd like to talk through these data insights in more detail.

DLT in the Real World (Series 2): HQLAx and collateral

Jul 18, 2022 ·30 min

How is DLT making an impact on how we manage and exchange collateral every day? In this episode of our DLT in the Real World series (run in partnership with ISSA), Nick Short (of HQLAx) and Fabrice Tomenko (Deutsche Boerse) explain how the HQLAx is transforming the way that we see and manage collateral every day - delivering new efficiencies and laying the foundations for market-wide transformation.

Asset Owner Transformation (episode 2): Driving change and unintended consequences

Jun 20, 2022 ·30 min

How are different external pressures driving change amongst the world's asset owners - and what hidden impacts are different regulatory models having globally today? Accompanying the release of our industry-wide research paper (available here), this episode is the second in a mini-series of expert discussions that looks into the change journey that asset owners are charting today.  With Randy McGathey (Milestone Group), Ryan Silva (RBC), and Christine Knott (Citisoft) we explore the existential questions that asset owners and pension managers are being asked today - from investment returns to ESG and risk management.

Asset Owner Transformation (episode 3): Shaping the Strategic Agenda and shifting raisons d'etre and

Jun 20, 2022 ·36 min

How are asset owners shaping their transformation agendas today - in light of huge external pressures to change? Accompanying the release of our industry-wide research paper (available here), this episode is the third in a mini-series of expert discussions that looks into the change journey that asset owners are charting today.  With Marian Azer and Randy McGathey (Milestone Group), Ryan Silva (RBC) and Christine Knott (Citisoft) we explore the roles of operational agility, enterprise-wide planning and 'the war for talent' in shaping today's asset owner transformation journey.

Asset Owner Transformation (episode 4): Realising transformation and making new friends

Jun 20, 2022 ·50 min

How are asset owners turning countless internal and external drivers into an operational change agenda today? Accompanying the release of our industry-wide research paper (available here), this episode is the last in a mini-series of expert discussions that looks into the change journey that asset owners are charting today.  With Geoff Hodge (Milestone Group), Ryan Silva (RBC), Christine Knott (Citisoft) and Mark Kerns (Adapa Advisory) we explore exactly how asset owners are "professionalising their infrastructures" today - digging into the challenges of problem definition, the role of project governance, the importance of "having a plan" and the critical enabler that is stakeholder engagement.

Asset Owner Transformation (episode 1): Beyond Excel

Jun 13, 2022 ·30 min

How are asset owners transforming their operating models today and what is driving that change? Accompanying the release of our industry-wide research paper (available here), this episode is the first in a mini-series of expert discussions that looks into the change journey that asset owners are charting today.  With Marian Azer (Milestone Group), Ryan Silva (RBC), Christine Knott and Dave Higgins (Citisoft) we explore the journey beyond spreadsheets - when is enough enough for asset owners and what are the risks in moving away from tried-and-tested macros.

LegacyTech Transformation - What do you need to know?

Feb 4, 2022 ·41 min

LegacyTech stands on the critical path to every major area of transformation in the capital markets. From digital assets to ESG; from T+1 to CSDR, a firm's ability to manage its legacy technology agenda is a direct driver to both growth and survival. In this #vxInsight episode, we're excited to be discussing the Key Findings from our 'Transforming LegacyTech' research campaign with Richard Wilson (from IHSMarkit) and Tracy Moors (from Digital Asset).  You can download these key findings at https://thevx.io/campaign/transforming-legacy-tech/ or contact us at info@thevalueexchange.co if you'd like to talk through these findings further.

DLT in the Real World (Series 2): SDX and regulated blockchains

Feb 1, 2022 ·32 min

In this, second episode of our DLT in the Real World series (run in partnership with ISSA), Mathias Studach explains how the SDX is expanding the boundaries of what is possible in the complicated world of regulated securities markets - from bond issuance to CBDC experiments.

DLT in the Real World (Series 2): DTCC and the Private Markets

Jan 31, 2022 ·24 min

How is DLT changing the way that we work today?  Welcome to the first episode in our latest series of "DLT in the Real World" - run in partnership with ISSA, with the aim of helping you to make sense of exactly where, why and how DLT is making a difference to the way we work today. In this first episode, Jennifer Peve joins us from the DTCC - to explain how their DSM project is transforming the way that the private markets function and how it puts private and listed markets on a path of convergence.

Australian Corporate actions in a global context: where can we be looking to transform?

Dec 5, 2021 ·32 min

Australian corporate actions are complicated and, like many markets around the world, in need of more automation.  In the context of our ongoing "Australian Corporate Actions in A Global Context" survey, it's fascinating to be able to dig deep into the topic with Tim Hogben and Jamie Crank from the ASX. Their expert insights and experience give huge optimism about the pace of change in this space - with a clear change path for each of us.

The Grey Costs of FX: Our Key Findings explained

Oct 7, 2021 ·39 min

How our the hidden costs of FX distorting our investment performance today? Do we really know? What can we be doing to improve our visibility of this key space? This was a fascinating conversation - chaired by Colin Lambert of the FullFX and including insights from our core project partners at National Australia Bank, Lumint, New Change FX and HD Financial Consulting.  If you want to know how mastering FX can drive your own fund performance then make sure you listen - and download the results of our research at https://thevx.io/campaign/grey-costs-of-fx/

DLT in the Real World: Key Findings from our 2021 research explained

Oct 6, 2021 ·38 min

A year is a long time in DLT - so what have we learned about deploying DLT in our world in 2021?  12-months on from our initial "DLT in the Real World" survey with ISSA, we gather the same specialists (Colin Parry of ISSA; Urs Sauer of SIX; and Glen Fernandes of Euroclear) to discuss the practicalities of DLT usage today.

Corporate Actions 2021: Key Findings explained

Sep 5, 2021 ·45 min

With 56% of our costs of a corporate action made up by data sourcing alone, what can be done to reduce the cost and risks that we carry every day. In this #vxInsight episode, George Harris (FIS), John Lee (Accenture), Patrick Barthel (DTCC), Alan Chuen (HKEX) and Steve Ridley (representing ISSA) share their reactions to our latest "Corporate Actions 2021" research (available in powerpoint at thevalueexchange.co/corporateactions2021).

DLT in the Real World (Series 1): Transforming bond issuance

May 5, 2021 ·24 min

In September 2020, HSBC,  SGX and Temasek announced that they had completed a pilot digital bond issuance and distribution – replicating an SGD400m issuance for Olam International.  Given the names involved, this was a powerful and extremely high profile example of DLT’s transformational power.  In this episode, Rajeev Tummala from HSBC talks us through the facts and figures of this huge step.

DLT in the Real World (Series 1): Transforming repos and collateral

May 5, 2021 ·20 min

In 2018, Broadridge launched a new platform to simplify repo trading - leveraging the benefits of blockchain and smart contracts to overall collateral flows in a highly complex market. In this episode, Horacio Barakat gives us the facts and figures behind this transformative project.