Comparing Information Brokerage in Banking & Tech���

Dr James Mitchell, CEO of Strategic Blue, founder of Cloud Options, recovering banker james@strategic-blue.com

@cloudoptions

www.cloudoptions.com

CloudCamp London 11th September 2014

!   Finding the right cat information – needle in a haystack?

!   Easier to go through a broker who has already sorted it

!   So does that make Google a “tech company”?

!   Finding the right Lego piece – needle in a haystack?

!   Easier to buy through a broker who has already sorted it

!   Even easier if you can do it online…

!   So does that make Lego a “tech company”?

!   Finding the best price for pork – ask every pig farmer?

!   Easier to go to an exchange who has curated all the offers

!   Even better if you can do it online…

!   So does that make Chicago Mercantile Exchange a “tech company”?

!   Information Arbitrage !   Sell when you KNOW you can buy cheaper elsewhere

!   High Frequency Trading CANNOT be done without tech

!   Does that make Arbitrage Traders really tech companies?

!   Both approaches monetise information !   Tech approach minimises financial risk !   Finance approach looks at risk / reward

Tech  Company   Finance  Company  

Largest  Use  of  Capital   Technology  Development   Cash  Management  

Biggest  Risk  to  Company   Poor  technology   Poor  cash  management  

Informa>on  Mone>sa>on   Provide  Informa>on  for  a  Fee   Use  Informa>on  to  mi>gate  risk  

Tech vs Finance���

Technical  Risk  Requiring  

Technical  Excellence  

Financial  Risk  Requiring  Financial  Excellence  

FINTECH  

Dr James Mitchell, CEO of Strategic Blue, founder of Cloud Options, recovering banker

james@strategic-blue.com @cloudoptions

www.cloudoptions.com