8:30 am – 9:00 am KEYNOTE PRESENTATION: Digital Assets: An Alternative Asset Class?
Many advisors have taken a position on digital assets – for or against – but most have it wrong. In this enlightening, and surprising, session Ric Edelman, three times ranked the #1 independent financial advisor in America by Barron’s, will show you a completely different way to view digital assets. This compelling presentation is sure to change your perspective.
Ric Edelman, Founder
Edelman Financial Engines
9:00 am – 9:50 am THE STATE OF DIGITAL ASSETS
Source of capital
Session Leader: Ryan Todd, Research Analyst
Bill Laggner, Co-Founder
Bearing Asset Management
Bart Stephens, Co-Founder & Managing Partner
Mark Yusko, CEO & CIO
Morgan Creek Capital Management
9:50 am – 10:20 am MORNING NETWORKING BREAK
10:20 am – 10:50 am KEYNOTE FIRESIDE CHAT: A Global Outlook Through The Eyes Of A Contrarian Investor
U.S./China trade war and why it may make investing in cryptos more compelling
The impact of zero – negative interest rates
How the social pressures in Hong Kong might play out
What sort of assets should investors own based on each of the above scenarios
Interviewer: Parker Lewis, Head of Business Development
Unchained Capital Kyle Bass, Founder & CIO
Hayman Capital Management
10:50 am – 11:20 am EXPONENTIAL DECENTRALIZED FINANCE
Lex will discuss the macro financial and technological trends that are contributing to the exponential growth in digital assets and decentralized finance. We have seen DeFi progress across the industry — from payments, to banking, lending and investments. Once there are thousands of decentralized autonomous financial manufacturers, what will be left for financial incumbents, emerging Fintechs and gloal AI tech companies? This talk will also connect the dots on how these different services are likely to interact together and how people and companies can benefit from the emerging trend.
Lex Sokolin, Global Fintech Co-Head
11:20 am – 12:10 pm DIGITAL ASSETS REVEALED: The Family Office Perspective
In this session, you will have the opportunity to hear from family offices as they share their experiences of investing in digital assets. Questions will include:
What prompted you to take a deep dive into crypto and decide to pursue investing in the space?
What have been some of the biggest challenges you’ve faced during your research process into crypto?
What criteria do you use in evaluating which fund will get an allocation?
Why are most institutional investors scared of the space? What are they getting wrong? What 3 things would you tell them in order to help them understand the potential of this space and consider an investment?
What is a reasonable allocation for investors at this stage?
What does the future of crypto look like over the next few years?
Where are the most promising/interesting opportunities to invest today?
What are the least promising areas that you would avoid at present?
Session Leader: Marcos Veremis, Managing Director
Thomas Bailey, Partner
Christopher Calicott, PM – Alternative Investments
Dustin Trammell Family Office
Darsh Singh, Managing Partner
12:10 pm – 1:20 pm NETWORKING LUNCH
1:20 pm – 2:10 pm BLOCKCHAIN BEYOND CRYPTO: A Case For Blockchain-Based Enterprise Solutions
Blockchain technology is used not only to create cryptocurrencies and real asset tokenization, but also to improve the way firms work and collaborate with each other. Companies large and small are experimenting with distributed ledger technology in supply chain, digital identity, payments and remittances and record reconciliation.
As Wall Street tries to better understand the legitimacy of blockchain, this session will help fill the learning gap as the panel will discuss:
The most recent trends in enterprise blockchain
The challenges and opportunities which companies are facing
The tools investors and business leaders need to evaluate blockchain beyond the hype
Cesare Fracassi, Associate Professor of Finance
Director – Blockchain Initiative at Texas McCombs
University of Texas at Austin
Dale Chrystie, Business Fellow, Blockchain Strategist
2:10 pm – 2:40 pm MINING: HOW IT WORKS AND WHAT INVESTORS SHOULD KNOW
Mining plays an important role in the world of digital assets but very few people understand how it works or its relevance. They know it consumes a lot of energy and is therefore costly but beyond that i’s a bit of a mystery. In this session, we will demystify the mining world and cover topics which include:
How do you see the cryptocurrency mining industry evolving?
How blockchain transactions with cryptocurrencies can impact you
How mining uses third-party distributed servers (similar to how AirBnB and Uber use third-party assets)
How do you deal with bitcoin mining’s energy footprint as it relates to climate change?
Bobby Henebry, CFA, Founder
Gideon Powell, CEO
Autonomous Crypto Corp.
2:40 pm – 3:30 pm SECURING YOUR DIGITAL ASSET INVESTMENT
Custody and security are two of the most important and talked about topics in the world of digital assets. In order for institutions to embrace digital assets, they will need to get comfortable and feel confident with the following as a starting point:
What are the risk factors associated with investing in crypto?
Other than putting your key in a safe, what options are available?
What are the differences, as well as the advantages and disadvantages, of cold wallets vs. hot wallets?
What offerings are available from custodians?
How do you determine the right solution? What are the differences between the various providers?
Terrence Dempsey, Head of Product
Fidelity Digital Assets
Diogo Mónica, Co-Founder
3:30 pm – 4:00 pm AFTERNOON NETWORKING BREAK
4:00 pm – 4:40 pm STATE OF REGULATION
In the fast-moving world of digital assets, regulations & taxes play a vital role in how the asset class will evolve. We will cover:
The roadmap to becoming compliant
With only 800+ individuals having reported cryptos on their tax returns, do you understand if and how you should report?
What’s the tax treatment if you exchange one digital asset for another (i.e. bitcoin for ethereum)? Is that considered an “in-kind” transfer?
Dara Albright, Advisor
Panelists: Jennifer McHugh, Senior Special Counsel – Division of Investment Management
Securities & Exchange Commission
Kathleen Moriarty, Partner
Chapman and Cutler LLP
4:40 pm – 5:30 pm PORTFOLIO CONSTRUCTION: Putting Digital Asset Strategies To Work
Diversifying/building your crypto portfolio
Should you invest in more than 1 digital asset?
If so, which currencies are worth investing in?
Which have more utility?
What percentage should be allocated to which digital assets?
Using data and information to allocate more effectively in digital assets
Incorporating crypto and blockchain into a broad-based portfolio
What percent of your portfolio should be invested in the crypto space
What percentage of your portfolio should be invested in the blockchain space
Is crypto a hedge against a stock market correction?
Where would you fund an allocation to crypto in client portfolios?
Dmitriy Berenzon, Research Partner
Mike Alfred, Co-Founder & CEO
Digital Assets Data