The recent passing of the ‘Genius Act’ has allowed for the digitization of assets and equities in the marketplace. As these changes take effect, one company is adapting its services to meet evolving client needs.
Our guest today is Dan Kramer, the CEO of Equiniti, a global share registrar, transfer agent, and shareholder services provider.
Dan has over 30 years executive experience driving strategy and execution for leading financial services organizations like Morgan Stanley, Merrill Lynch, Deutsche Bank, J.P. Morgan, and BNY, as well as various extremely successful fintechs.
Dan’s also been named a champion of women in business by the Financial Times after creating a male ally program that has over 2,000 members.
Dan joins us to walk us through what the passing of the Genius act means for companies, to demystify tokenization, and to explain how Equiniti’s merger with Bullish will help them adapt to these market changes.
Highlights:
- What Equiniti Does and Why It Matters (2:35)
- Dan’s Path to Leading Equiniti (3:45)
- How You Build Trust With 3,000 Clients (4:50)
- The Genius Act and the Tokenization Opportunity (6:45)
- The Combination With Bullish (7:50)
- How Tokenization Works Alongside Traditional Systems (9:10)
- Instant Settlement and the End of T+1 (10:55)
- Why Boards Should Take Their Share Register Seriously (11:40)
- The Biggest Mistake Companies Make in a Tech Shift (16:25)
- Priorities for 2027 (17:55)
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