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The “First Mover Disadvantage”- Ken Marlin with Tabb Forum’s Terry Roche.

Nov 2, 2017

The “First Mover Disadvantage”- Ken Marlin with Tabb Forum’s Terry Roche.

Market Update, Uncategorized 0 Comments

Our Founder, Ken Marlin, is the keynote speaker at The Tabb Group’s Fintech Festival being held at the New York Hilton on November 2.

In advance of the forum, Tabb’s Terry Roche interviewed Ken. A link to video of Part III of the interview can be found here. (Parts I and II were listed earlier this month and can be found here and here.)

In Part III of the Interview, Terry and Ken talk about new technology models in Capital Markets and the “first mover” disadvantage. For more on the Tabb Group FinTech Festival please click here.

For some of our other thoughts on Fintech, as well as our latest update on the m&a statistics and trends in the Fintech world, click here.

Some of Ken’s other video interviews can be found here.

Ken Marlin

Ken Marlin

Ken Marlin is Managing Partner and Founder of Marlin & Associates and the author of "The Marine Corps Way to Win on Wall Street: 11 Key Principles from Battlefield to Boardroom" (St. Martin's Press 2016).

Over the course of more than 30 years Ken has advised scores of U.S. and international middle-market technology enabled firms on the best ways to buy, sell, grow and thrive. Along the way, he's been an entrepreneur (three times), a tech company CEO (twice), a senior corporate executive (twice) and an investment banker.

Seventeen years ago, Ken embarked on a journey to create a different sort of investment bank - one that would meld the investment banking skills he learned over 20 years on Wall Street with lessons he learned as a tech entrepreneur and the principles he learned during the decade he spent on active duty as a U.S. Marine Corps infantry officer. Today, Marlin & Associates is one of the most active M&A advisers in the information technology arena.

Institutional Investor Magazine has five times named Ken as one of II’s “Tech 50” and the II “FinTech 35” - both of which honor the most influential figures in the financial technology data and analytics sector.

Outside the office, Ken is a trustee of the Madison Square Boys and Girls Club, which serves underprivileged kids throughout the five counties of New York City; and an active supporter of the Phoenix House Foundation, The Wall Street Warriors Foundation, The Marine Corps Heritage Foundation, University of the People, the Hurricane Island Outward Bound School, and Outward Bound Peacekeeping.

Ken’s book has garnered strong reviews and is consistently ranked among the top in governance, finance and leadership. One reviewer called it a compelling vision to improve Wall Street by returning to solid core values like taking the long view, behaving with honor, delivering excellence and working for a cause greater than money.

Ken earned a BA from the University of California (Irvine), an MBA from UCLA, and a post-MBA Advanced Professional Certificate in Corporate Strategy from New York University. He lives in New York City with his wife, daughter, a dog, a cat and turtle.

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