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I am the Chairman and CEO of Plia, the leader in the KYB (Know Your Broker) category of compliance and due diligence software. With over 30 years of experience in the investment management industry, I deeply understand the challenges and opportunities that asset managers face in a rapidly changing and competitive environment. As the founder and former managing partner of AIR Summit Holdings, I created an exclusive global community and conference series that showcased innovative fintech companies and speakers that are transforming the active investment landscape. We aimed to help investment professionals leverage technology, alternative data, and analytics to enhance their performance and efficiency. While at Franklin Templeton Investments, I oversaw 50+ traders across 13 trading desks globally, covering equities, foreign exchange, and derivatives. I also led several global teams focused on quantitative research, market data solutions, and trade analytics. Additionally, I am a business operations/strategy consultant, an entrepreneur mentor, and an investor in small to medium-sized businesses. I have extensive knowledge of global market structure, regulations, execution strategies, risk management, and alternative trading systems. I am passionate about fostering a culture of innovation, collaboration, and excellence in the fintech community.
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CeoPliaBoca Raton, Fl, Us -
Chairman/CeoPlia Oct 2019 - PresentThe Plia Platform was launched in 2012 to manage the due diligence process and streamline the transfer of information between asset managers and their counterparties for risk management and ‘best execution’ purposes. Plia is the leader in the KYB (Know Your Broker) compliance and due diligence software category. -
Founder/Managing PartnerAir Summit Holdings, Llc Sep 2013 - Apr 2023Boca Raton, Fl, UsACQUIRED by S3 Partners (2022). The AIR Summit was founded to help investment professionals learn, collaborate, and position themselves in a world where technology, alternative data, and analytics are becoming more essential to a successful active investment strategy. This exclusive conference is a collection of innovative fintech companies and speakers helping investment managers add 'alpha' to their investment process. As of 2024, 44 presenting companies have raised over $4.1 billion in new or follow-on capital, and 29 have been acquired for over $6.3 billion. -
Global Head Of TradingFranklin Templeton Investments Sep 1997 - Sep 2017San Mateo, California, UsThe role of Global Head of Trading included oversight of 50+ traders across 13 trading desks and 5 continents covering equities, foreign exchange, and derivatives. This also included leadership of the investment quantitative research team, the market data solutions team, and a trade analytics team that supported the trading, portfolio management, and operations staff. -
Equity TraderDonaldson, Lufkin & Jenrette Apr 1997 - Sep 1997New York, Us -
Equity TraderMerrill Lynch Jan 1994 - Apr 1997New York, Ny, Us -
Municipal Bond AnalystBloomberg 1992 - 1993New York, Ny, Us
Bill Stephenson Skills
Bill Stephenson Education Details
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Harvard Business SchoolGeneral Management Program (Gmp9) -
The College Of New JerseyFinance/Psychology
Frequently Asked Questions about Bill Stephenson
What company does Bill Stephenson work for?
Bill Stephenson works for Plia
What is Bill Stephenson's role at the current company?
Bill Stephenson's current role is CEO.
What is Bill Stephenson's email address?
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What is Bill Stephenson's direct phone number?
Bill Stephenson's direct phone number is +121285*****
What schools did Bill Stephenson attend?
Bill Stephenson attended Harvard Business School, The College Of New Jersey.
What are some of Bill Stephenson's interests?
Bill Stephenson has interest in Mobile, Clean Technology, Health Care, Consumer Internet, Enterprise Software.
What skills is Bill Stephenson known for?
Bill Stephenson has skills like Equities, Trading, Electronic Trading, Capital Markets, Equity Trading, Financial Markets, Trading Systems, Bloomberg, Securities, Bonds, Investments, Strategy.
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