Capital markets insights

Katipult Reaches Key Milestone With Blockchain-Based Secondary Trading

Katipult Reaches Key Milestone With Blockchain-Based Secondary Trading

Jun 21, 2018

We are pleased to announce we’ve achieved a major milestone (while adhering to our previously announced timeline of 2Q18) to introduce a blockchain-based secondary market product, which includes capabilities such as issuer buybacks, bulletin boards and auction-based price discovery.  Katipult customers will be able to offer tradable securities, introduce smart contracts, and automate clearing and settlement for transactions at a much faster rate, while ensuring both the security of payments and regulatory requirements.

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Creating Your Own Investment Management Platform

Creating Your Own Investment Management Platform

Jun 7, 2018

Crowdfunding, or crowdinvesting, is an effective alternative method for connecting investors with opportunities to invest in specific products, campaigns, and even entire businesses. By creating your own investment management platform, you can: disrupt and reshape your industry, provide a highly valuable service, and help turn business ideas, dream projects, and new products into reality.  

However, before you can start your own crowdfunding platform, you need to decide which type of crowdfunding is appropriate for your industry. Your decision will depend upon the business models and personal preferences of the industry you serve, as well as the capabilities of your investment crowdfunding software.

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5 key takeaways from Innovation panel at SWIFT Business Forum Canada

5 key takeaways from Innovation panel at SWIFT Business Forum Canada

May 28, 2018

SWIFT Business Forum Canada gathered over 340 financial service leaders to discuss the opportunities and threats of rapid technological advancement across the financial ecosystem in Canada.

Our CIO, Ben Cadieux, was one of the panelists for “Shaping the Future: Innovation in Action” together with Tim Hogarth, VP of Innovation Strategies and Framework at TD Bank Group, and Nicholas Bayley, Managing Director of Accenture Strategy at Accenture Canada. The panel was moderated by Ryan Masters, Executive Director & Strategic Relationship Manager at SWIFT.

The panel was aiming to uncover how leaders are shaping the future of financial services by strategically employing new technologies, successfully utilizing information and Big Data, and reshaping their infrastructures.

Here are the 5 key takeaways from the panel “Shaping the Future: Innovation in Action” on SWIFT Business Forum Canada 2018:

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Katipult Explains Why Private Capital Markets are Shifting Online

Katipult Explains Why Private Capital Markets are Shifting Online

May 21, 2018

 Katipult (TSXV:FUND and FRA: K10 ) recently sat down with Peter Smyrniotis from Victory Square Technologies to discuss how it provides proprietary, cloud-based software infrastructure on a white label basis that allows customer firms to design, set up, and operate their own branded investment platform. Katipult also discussed its views of the private capital markets moving online in the coming years and the necessity for firms to transform their operations to stay relevant.

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4 Reasons Crypto is Permanently Changing Capital Markets

4 Reasons Crypto is Permanently Changing Capital Markets

May 10, 2018

Katipult took part in the inaugural Tokenomx crypto conference in Chiang Mai, Thailand at the Le Meridien Hotel on April 18-19, 2018. Katipult also co-hosted a Speaker Dinner event with its Thailand-based customer iLab, at the highly acclaimed David’s Kitchen for all VIP ticket holders, speakers, and sponsors from Tokenomx. Over 100 people showed up for the event.

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Katipult Adds Leading Investment Firms As Customers In the UAE

Katipult Adds Leading Investment Firms As Customers In the UAE

Apr 30, 2018

As our firm continues to explore the global opportunities in major financial centers, we are excited to have recently added two regulated firms from the United Arab Emirates (UAE), including a subsidiary of a publicly listed entity on the Abu Dhabi Securities Exchange. This milestone starts our coverage of the UAE and cooperation to adhere to the regulatory requirements in the country.

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Katipult and the GDPR Regulations

Katipult and the GDPR Regulations

Apr 26, 2018

The GDPR (General Data Protection Regulation) is a new regulation for organizations dealing with data from EU citizens.  In this article, we’ll discuss how the GDPR affects Katipult platforms and the necessary steps to make the platforms GDPR compliant.

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Get to Know Katipult: Interview with Board Member David Jaques

Get to Know Katipult: Interview with Board Member David Jaques

Apr 20, 2018

In today’s interview with our Board Members, we talked to David Jaques, the first CFO for PayPal. David serves as Chair of Compensation and Governance Committee and Member of Audit Committee for Katipult.

In his early career, Mr. Jaques held various positions with Barclays Bank in London and provided advisory services in currency and interest rate risk management to the bank’s corporate clients. He held a similar role at Barclays Bank, New York from 1988 to 1993. One of his most notable positions was as the first CFO for PayPal from 1999 to 2001 where he established PayPal’s financial planning and accounting processes.

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What is Know Your Customer (KYC) and why it's important

What is Know Your Customer (KYC) and why it's important

Apr 18, 2018

Know Your Customer (KYC) is a standard due diligence process used by investment firms i.e., wealth management, broker dealers, private lenders, commercial real estate investment, among others to assess investors they are conducting business with. Apart from being a legal and regulatory requirement, KYC is a good business practice as well to better understand investment objectives and suitability, and reduce risk from suspicious activities.

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