2:00 – 6:00 pm
WORKSHOP: INTRODUCTION TO DIGITAL ASSETS

Satoshi Nakamoto’s vision
What is Bitcoin?

  • The ways to acquire Bitcoin
  • How to store, trade and sell Bitcoin
  • Taxation of Bitcoin

It’s more than just Bitcoin

  • Bitcoin’s limitations
  • The rise of other digital currencies
    • Ethereum
    • Litecoin
    • Ripple
    • And more
  • ICOs, ITOs

Forget Bitcoin – it’s all about the Blockchain

  • What is the Blockchain?
  • How Blockchain works
  • Why Blockchain is bigger than Bitcoin and why Bitcoin matters more

Forget Blockchain – it’s all about the Tokens

  • What is tokenization?
  • How tokenization works

Digital Assets & Practice Management: Lessons I’m learning about the prospect of investing in digital assets

  • Reasons for investing – and not investing – in crypto
    • Payments
    • Correlation
    • Return potential
  • How adding digital assets can benefit your clients
  • How adding digital assets can benefit your practice
  • How to explain digital assets to your clients

6:00 – 7:00 pm

WELCOME RECEPTION

7:30 am – 8:20 am
REGISTRATION & BREAKFAST 

8:20 am – 8:30 am
WELCOME & INTRODUCTION

8:30 am – 9:00 am
KEYNOTE PRESENTATION: The RIA Perspective 

9:00 am – 9:50 am
THE STATE OF DIGITAL ASSETS 

  • Current State
  • Projected evolution
  • Source of capital

9:50 am – 10:20 am
MORNING NETWORKING BREAK 

10:20 am – 11:10 am
FUND MANAGER DUE DILIGENCE 

It’s important to understand the different ways of investing in digital assets. In addition to the active vs. passive debate, there are a choice of vehicles to choose from as well.

  • ETFs
  • Direct ownership
  • Private funds
  • Traditional mutual funds
  • Closed-end funds
  • Hedge funds

Hear the pros and cons of each.

11:10 am – 12:00 pm
THE DEPLOYMENT PERSPECTIVE: A Family Office Case Study 

Hear from family offices as they share the criteria they use in evaluating which of their clients will or will not get an allocation to digital assets.

12:00 pm – 1:10 pm
NETWORKING LUNCH 

1:10 pm – 2:00 pm
THE NEED FOR A USABILITY REVOLUTION: Blockchain & Crypto Use Cases 

As Wall Street tries to better understand the legitimacy of crypto and blockchain, this session will help fill the gap between potential and tangibility of implementation. We will share how companies are:

  • Solving problems for big and small businesses around the world
  • Catching up payments to the speed of the Internet by providing prosperity and liquidity for companies to do business in 3rd world countries
  • Helping erode the trillions of dollars in the fraud-ridden financial system
  • Demonstrating how people can now rely on a trustless financial system built without intermediaries

2:00 pm – 2:50 pm
THE FUTURE OF TOKENIZATION OF TRADITIONAL ASSETS 

In this session, you will learn how tokenization of traditional asset classes will create a huge shift in what’s possible for investors. The blockchain/distributed ledger technology infrastructure will make it possible for quasi-public secondaries market transactions (that look and feel very much like ETFs) as well as late-stage, venture-backed private company transactions to be managed, traded, bundled (or unbundled) in a way that hasn’t been possible before.

2:50 pm – 3:40 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?

3:40 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:

  • Pricing
  • Volatility
  • Privacy
  • 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?

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?
    • Alts
    • Cash
    • Equity
    • Commodities
    • Fixed income

5:30 pm – 6:30 pm
COCKTAIL RECEPTION

JV Events Group reserves the right to alter the agenda without notice, including substitution or cancellation of speakers and/or topics.