Assetization - Patrick Loepfe

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Résumé :

A bold new look inside the trillion-dollar investing revolution currently reshaping how financial products are made and who gets to invest.

Most investors and financial advisors believe the market offers endless opportunity. Yet in reality, standard investment products capture only a narrow slice of the real economy. Trillions in value remain locked away-out of reach for all but the ultra-wealthy and major institutions.

The good news is that this is changing. Driven by advances in technology and financial engineering, pioneers the world over are transforming how financial products are made, what can be invested in, and who can access these opportunities.

In Assetization: Inside the Trillion-Dollar Investing Revolution, a team of veteran fintech innovators-including the founders of the award-winning Swiss fintech GenTwo-provide an insider's view of this collective movement to democratize investing and bring the creator economy to finance.

Inside, you'll discover:

• Why large parts of the global economy-and the investment opportunities they represent-are not accessible using today's standard financial products.
• How the barriers that have previously hindered investors and financial product creators in accessing these opportunities are coming down.
• What the emerging creator economy in finance looks like, and what this means for those prepared to make use of it.
• Where innovation is already happening-through detailed research, use cases, and case studies from the cutting edge of this investment revolution.
• Why this transformation is accelerating now, and what you can do to be part of it.

As the authors show, markets around the world are shifting from a product-pushed system to a demand-driven one. Investors can now act on their convictions, and advisors and institutions can reinvent how they deliver value. Those who understand this moment will define - and reap the rewards of - the future of investing.

Who should read this book?

• Investors eager to move beyond standard products and tap into the full spectrum of opportunities the real economy has to offer.
• Welath and investment advisors ready to shift from curators to creators in their client offering.
• Financial professionals and institutions looking to future-proof their business models.
• Entrepreneurs, students, and policymakers wanting to understand the new infrastructure transforming the investment industry.

Don't just imagine more open, accessible markets-see how it's happening and learn how to act. The treasure is out there. The pioneers are staking their claims. Will you join them?...

Biographie:

PATRICK LOEPFE is the Founder and Chairman of GenTwo. A seasoned expert in structured products and investment banking with over 25 years of experience, he revolutionized financial processes throughout his career, including development of Vontobel's groundbreaking Deritrade platform. Patrick founded d-struct AG in 2015 and is recognized as a key figure in Switzerland's fintech industry.

PHILIPPE A. NAEGELI is the Co-Founder and CEO of GenTwo. He brings over 30 years of international experience in trading, investment and merchant banking, corporate governance, and entrepreneurship. Philippe founded PAN Asset Management in 2007, establishing an international network of financial institutions and investment funds, and served as CEO and Managing Partner of Forstmann & Co. USA.

TOM LYONS is responsible for communications and thought leadership at GenTwo. Originally from New York and educated at Columbia University, he moved to Zurich in 1994, where he worked in communications and marketing at Clariden Bank, Credit Suisse and UBS. He founded Lyons Communications in 2014, specializing in technology storytelling with an emphasis on fintech, blockchain, and emerging technologies....

Sommaire:

FOREWORD BY JIM WIANDT, FOUNDER OF ETF.COM xv
The ETF Revolution Was Only the Beginning xvi
Containerization: The Turning Point xvii
From Prompt to Product: Wave 3 and the Unimaginable Future xviii
The Future Is Wider Than We Think xix
PREFACE xxi
How to Read This Book xxiv
What You Will Find Inside xxiv
Part I: The Assetization Revolution xxv
Part II: Asset Rush-Tales from the Assetization Frontier xxvii
ABOUT THE AUTHORS xxix

PART I THE ASSETIZATION REVOLUTION 1

CHAPTER 1 IT WILL NEVER WORK! 3
CHAPTER 2 THE BUY SIDE AND ITS DISCONTENTS 15
CHAPTER 3 WAVE 1-THE DEMOCRATIZATION OF ACCESS 37
CHAPTER 4 WAVE 2-THE CONTAINERIZATION OF FINANCE 59
CHAPTER 5 WAVE 3-RADICAL AUTOMATION 81
CHAPTER 6 FROM CURATOR TO CREATOR 97
CHAPTER 7 UNTAPPED ASSETS: THE TRILLION-DOLLAR OPPORTUNITY OF ASSETIZATION 115
CHAPTER 8 ASSETIZATION AND THE HISTORY OF FINANCE 131
CHAPTER 9 INVEST IN YOUR BELIEFS 143

PART II ASSET RUSH-TALES FROM THE ASSETIZATION FRONTIER 151

THE CHANGING FACE OF ASSET MANAGEMENT: MYRIAM OUALHA DEBLANC 155
FINTECH EXISTS TO MAKE THINGS EASIER FOR PEOPLE: PETE CASELLA 161
MAKING CARBON CREDITS INVESTIBLE: PROFESSOR LISA WILSON 167
BRINGING DIGITAL ASSETS INTO THE FINANCIAL MAINSTREAM: NISHA SURENDRAN 175
ETHEREUM AND THE TREASURY REVOLUTION: JOE LUBIN AND JOSEPH CHALOM 181
IT'S THE (BANKING) NETWORK, STUPID: LUCAS ERETH 187
THE ASSETIZATION OF PROFESSIONAL ATHLETES: PROFESSOR PIER-LUC NAPPERT 195
THE ACADEMIC STUDY OF ASSETIZATION: PROFESSOR KEAN BIRCH 201
HOW GENTWO DIGITAL SOLVES INSTITUTIONAL CRYPTO'S ACCESS PROBLEM: MARK ARASARATNAM 207
URANIUM, AMCS, AND THE GREEN METALS INVESTMENT OPPORTUNITY: PATRICK MICHAELS 213
THE WORLD'S LARGEST LEGAL INSIDER MARKET: PASCAL SCHNEIDINGER 219

INDEX 225