Zack Miller throws questions, words and concepts at Ron Shevlin at the recent Tradestreaming Money Conference in New York.

Last week, we hosted our first conference, the Tradestreaming Money Conference. We had hundreds of top speakers and attendees from the largest financial institutions, such as Vanguard, US Bank, Goldman Sachs, JP Morgan and NY Life, and Fidelity joins us to talk about reigniting growth in our industry.

Those discussions took different forms. Some of our sessions talked about the state of the art in marketing. What are current best practices to acquire and retain new customers? Other sessions focused on how to drive more innovation within large financial institutions, and attract new, top talent. All in, it was a great event to learn, network and collaborate.

Ron Shevlin, director of research at Cornerstone Advisors, was one of those speakers. An analyst’s analyst, Shevlin has been covering the financial services space for 25 years. One of the things I appreciate most about Ron is his no-nonsense delivery style. He frequently questions consensus thinking, going deeper and more honest into many of the hot-button issues our industry faces. He shares those views on his blog, Snarketing 2.0.

Shevlin participated in a unique format session at our conference called Pardon the Interruption. Unscripted and unprepared, I threw various words and concepts at him, letting him riff off of them for a minute in front of our audience. The following recording joins that conversation part way through.

– This Tradestreaming podcast is reproduced with kind permission. Some minor changes may have been made to the text to reflect BankNXT style considerations, but the podcast itself is always unchanged. Listen to more here. Main image: TCmakephoto, Shutterstock.com

About the author

Zack Miller

Zack Miller is general partner, OurCrowd, as well as VP business development at Seeking Alpha. He is a consultant to many top venture-backed finance companies, including Lending Club, SigFig, Behalf, Covestor and Wall Street Survivor. Zack is also the author of Tradestream Your Way to Profits: Building a Killer Portfolio in the Age of Social Media (Wiley), and is editor-in-chief of Tradestreaming.

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