Presentations
Recognised thought leadership in fintech
Speaking engagements
Daniela Sozzi is a frequent contributor to premier financial forums, delivering board-level insights on the intersection of operational resilience and corporate finance in the fintech sector. Her presentations provide actionable frameworks for Electronic Money Institutions (EMIs), payments providers, and private equity investors.
Spanning industry fireside chats and strategic workshops, these presentations cover critical themes such as Post-Merger Integration (PMI), stablecoin ideology, and the future of digital payments. By engaging with both regulatory bodies and tech innovators, Daniela bridges the gap between complex architectural shifts and fiduciary responsibility.
Daniela is available for in-person or remote speaking opportunities, panel moderation, and executive boardroom briefings within her expert domains.
As a recognized voice on the Innovate Finance Women in FinTech Powerlist, she offers deep-tier analysis on strategic transformation and AI-driven growth.
For event organizers and boards seeking a verified expert in fintech advisory and AI leadership, Daniela delivers data-driven perspectives that define the next generation of financial services.
Sample presentations for institutional investors
How to go about fintech investments in emerging markets?
Recently, I had the privilege of presenting to a select group of institutional investors from leading private equity firms and hedge funds, all actively deploying capital in emerging markets. Their mandate was clear: help us navigate the complex landscape of fintech investment opportunities and understand how to value these businesses properly.
The session revealed something I’ve long observed: even sophisticated investors struggle with fintech valuations in emerging markets because they’re applying developed market frameworks to fundamentally different ecosystems. Here’s what I shared with them.
The investors left with a framework, not a formula.
I started by challenging a core assumption. In developed markets, payments infrastructure evolved over decades through banks and card schemes—essentially consortiums of international banks issuing cards to creditworthy individuals. This bank-centric model works when you have high banking penetration and established credit histories.
When I asked the group where they thought the biggest opportunity was, most said payments. They’re half right. The largest addressable market is indeed in B2C and B2B payments—that’s where the volume is. But the highest ROI? That’s in remittances, lending, and insurance products.
One investor asked whether banks would crush these fintech upstarts once they got serious about digital. My answer surprised them: collaboration, not competition, is the dominant model.
I shared my thesis on where the market is heading over the next five to ten years. Three trends deserve capital allocation:
Marketplaces for financial services
Modular open platforms
Enabling technologies that unlock everything else
This is where the conversation got tactical. I walked them through my three-layer framework for due diligence.
The most common question was about valuation methodologies. My answer disappointed some of them: there is no standard approach because context dominates.
Video Summaries on DNYC’s Youtube channel
Webinar: Navigating Blockchain integration in Fintech
Original version – 1 hour
