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EVENT DETAILS |
5:30 PM - 6:15 PM
Reception
6:15 PM - 7:45 PM
Panel Discussion
7:45 PM - 8:30 PM
Q&A & Networking
Institutional adoption of Blockchain & distributed ledger technologies have increased across many industries. According to the PwC Global Blockchain Survey, 84% of organizations are engaged in experimentation, with 15% currently live & a total of 52% of blockchain projects in a development or research phase. Financial services are leading blockchain innovation with numerous use cases, architectures, & business models, yet they face similar challenges in achieving growth or mass adoption. The introduction of cryptoassets, such as Bitcoin, into investment portfolios are also changing asset allocation models & research techniques for both institutional & retail clients.
BETH KRAMER
Partner,
Winston & Strawn LLP
Beth Kramer has extensive experience in advising investment advisers on the formation & ongoing management of funds & on the regulatory & compliance aspects of their businesses. She counsels investment companies, private funds & separately managed accounts on structuring, organization, distribution, & SEC regulatory & compliance issues, including responses to SEC examinations.
Beth's experience includes the creation of new advisory businesses, along with registration & formation with appropriate regulatory authorities, development of compliance policies & procedures, performing compliance reviews, & counseling clients on compliance with the Dodd-Frank Act, Investment Advisers Act of 1940, & the Investment Company Act of 1940. She also regularly advises on the creation of disclosure documents for private funds, drafting of investment management products, & evaluating fund documents for institutional investors & family offices seeking alternative investments.
Additionally, Beth counsels clients on transactions involving digital assets, blockchain, & token offerings. She also advises clients on applicable securities laws & regulatory matters. She serves on the firm's Disruptive Technology Taskforce advising on all aspects of the industry.
JACK TATAR
Editor, Forbes' Cryptoasset & Blockchain Advisor' Newsletter
Managing Partner, Doyle Capital
Jack Tatar is Editor of Forbes' Cryptoasset & Blockchain Advisor' newsletter & managing partner of Doyle Capital, a venture fund that invests in transformative technology companies with a focus on those that are creating the new financial services industry. He's the coauthor of Cryptoassets: The Innovative Investor's Guide to Bitcoin & Beyond (McGraw Hill , 2017). Jack has more than three decades of direct experience in financial services, including as a financial advisor, field marketing director with Merrill Lynch & CEO of a leading market research firm for the financial services industry. Jack is chair of the Cryptoasset Working Group for the Wall Street Blockchain Alliance, coauthor of the first book published on bitcoin, What's the Deal with Bitcoins? (2013) & has written for Marketwatch.com, About.com & other publications. Jack has a BA from Stony Brook University & MBA from Pepperdine University.
TODD MCDONALD
Co-Founder, Head of Product & Marketing
R3
Todd co-founded R3 in 2015 & was one of the first to uncover the promise of blockchain technology for the financial services industry & beyond.
In his current role, Todd is responsible for R3's product & marketing strategy, aligning key markets & customers to drive the longer term strategic roadmap for Corda. He also served on the Hyperledger Governing Board where he oversaw all project business & marketing matters. Todd, alongside fellow leaders in the crypto assets sector, founded The Global Digital Finance (GDF) industry body to release an industry code of conduct to drive sustainable crypto assets innovation.
Prior to R3, Todd spent fourteen years at Standard Chartered Bank as a Managing Director in their financial markets group where he held positions such as Global Head of Electronic FX Trading & Head of FX for the Americas. Todd holds a BA in Economics & Political Science from Colgate University, NY.
ROBERT PALATNICK
Managing Director & Chief Technology
Architect
DTCC
Robert Palatnick is Managing Director & Chief Technology
Architect at DTCC, where he has responsibility for the global IT strategy, architecture, standards & engineering design of the systems & applications that support the firm's broad range of products & services. In addition, he leads DTCC's technology innovation initiatives, including cloud, automation, big data analytics & distributed ledger technologies & co-sponsors DTCC's Office of Fintech Strategy.
Before this role, Rob held a number of senior technology positions at DTCC including Application Development Domain Lead, Chief Administrative Officer of IT & CIO of FICC. Prior to joining DTCC, Mr. Palatnick was Vice President, Development & Systems, at Security Pacific Corporation Sequor Software Services. An active technology voice in the industry, Rob has been a featured guest speaker at key conferences worldwide & is often quoted in the press. He also serves as Chairman of the Governing Board of the Linux Foundation's Hyperledger Project, a collaborative effort to establish, build & sustain an open, distributed ledger platform across industries.
Rob received his BS in Electrical Engineering from the University of Buffalo, & is an alumnus of the David Rockefeller fellowship.
DONNA REDEL
Professor, Fordham Law;
Board Member, NY Angels
Donna Redel is a businesswoman, a professor of blockchain-digital assets, an angel investor & a philanthropist. She was the managing director of The World Economic Forum, the foremost global organization combining business, political, academic, & other leaders of society committed to improving the state of the world. Ms. Redel was the first woman to chair a USA exchange , The Commodity Exchange. Following her work in global organizations, Ms. Redel began a second career as a New York City based advisor & investor focusing on financial technology, blockchain & emerging technologies. She is an active participant in the startup community with New York Angels, serving as a board member , the co-founder of the Blockchain Committee & co-chair of the Israeli Investment Committee & chair of the Education Committee. Ms . Redel developed & is teaching at Fordham Law school & Fordham Gabelli Business a course on Blockchain-Crypto-Digital Assets. The focus of her public service efforts are the environment, the arts, heath & promoting women's leadership. She has a J.D. from Fordham Law School, an MBA from Columbia & a BA from Barnard College (Columbia).
JEFF BANDMAN
CEO
BlockAgent
Jeff Bandman is Founder & CEO of BlockAgent, an independent SEC-registered transfer agent focused on blockchain-based digital securities. BlockAgent is the new regulated market infrastructure bringing trust & compliance to digital securities. He is also Founder & Principal of Bandman Advisors, an advisory practice helping clients ranging from start-ups to global firms meet strategic innovation & regulatory challenges to find new business opportunities. Bandman Advisors bridges the gap between business & regulation.
Jeff is widely recognized as a thought leader, speaker & educator on blockchain & cryptoasset law, regulation & policy. He is co-Founder & Board Member of the Global Digital Finance policy initiative & leads its regulatory engagement globally. As Lecturer in Global Affairs at Yale, he taught the seminar on blockchain, cryptoassets & public policy in the Yale Jackson Institute for Global Affairs in the 2018-2019 academic year. He is a member of the RegTech Council & acts as FinTech regulation mentor for the Techstars Barclays FinTech
Accelerator. Jeff is an Industry Fellow of the University of Nicosia Blockchain Initiative & Research Fellow of the Blockchain for Algorithmic Regulation & Compliance (BARAC) initiative
at University College London's Centre for Blockchain Technologies.
Previously, Jeff was a senior official at the U.S. Commodity Futures Trading Commission from 2014-2017. As FinTech Advisor to Chairman J. Christopher Giancarlo, he was Founding Director & architect of LabCFTC, the CFTC's hub for engagement with FinTech innovation (the first
launched by a U.S. market regulator). He established & chaired the CFTC blockchain, virtual currencies & FinTech working group from inception in 2015. Jeff led FinTech & RegTech
coordination with domestic & international regulators, & led work by international regulators on post-trade digital innovation. Jeff previously led the CFTC's Division of Clearing & Risk, which oversees many of the world's largest clearinghouses. He led the negotiations resulting in Clearinghouse Equivalence with the European Commission. He joined the CFTC as Special Counsel to Chairman Timothy G. Massad, & also led the CFTC's Office of International Affairs. Jeff worked for many years in the financial industry in New York & London. As Head of
Partnerships & Alliances of LCH's SwapClear, he helped design & launch the SwapClear "FCM service" for clearing interest rate swaps through US intermediaries. He also devised the
innovative CCP2 partnership program & led the award-winning SMART margin simulator. Jeff earlier worked on a variety of new market structure & FinTech initiatives, including LiquidityHub & the Project Rainbow consortium. Before that he rebuilt Cantor Fitzgerald's market data business after the events of September 11. Mr. Bandman started his career as an associate at Cravath, Swaine & Moore in New York, & was Americas General Counsel for Prebon Yamane, now part of the ICAP group.
He graduated from Yale magna cum laude, with honors in History & English. He received his law degree from Stanford Law School, with honors as a member of the Order of the Coif." He is a five-time Jeopardy! Champion & spent his winnings backpacking around Africa, Asia & Europe.
DAVID WEILD IV
Chairman & CEO
Weild & Co
David is the founder of Weild & Co., which is working to revolutionize investment banking by harnessing the power of the cloud. One of the fastest growing investment banks (and investment banking networks) in the United States, Weild & Co. attracts & supports proven & independent investment bankers in seventeen (17) states & the District of Columbia. David is a former Vice Chairman of Nasdaq where he worked with luminaries including Steve Jobs (Founder of Apple & Pixar) & Tom Stemberg (Founder of Staples). He ran corporate finance & equity capital markets at a top 10 Wall Street firm, pricing over 1,000 public equity offerings & was directly involved in early deals for Celgene (biotechnology company that has greatly extended lives for patients with multiple myeloma & helped kids with ADHD), NVIDEA (semiconductor company that sparked the growth in the PC gaming market, redefined computer graphics, parallel computing & helped ignite modern Artificial Intelligence including driverless cars), BlackRock (now the largest asset manager in the world), Chesapeake Energy (now a Fortune 500 company in land-based energy that was an early pioneer in horizontal drilling), Patterson-UTI Energy (largest land based drilling company in the US), & many others. He is more recently recognized for thought leadership that led him to be called the Father of the JOBS Act. The JOBS Act laid the foundation for forms of crowdfunding, private placements, Reg. A+ public offerings & the basis under which most securities token offerings (STOs) are now done in the U.S. He serves on the board of directors of two (2) companies that are establishing exchanges to trade crypto & tokens (55.com & INX) & is an advisor to Templum, the first ATS that was approved by the SEC to trade tokens as securities in private markets. His investment bank made a decision to treat coin offerings as securities offerings well before SEC Chair Jay Clayton observed that he had not seen an ICO (Initial Coin Offering) that he did not believe was a securities offering. David's thought leadership has been frequently cited by legislators, regulators, academics, politicians & stock exchanges. He has spoken or testified on stock exchange structure in the US Congress & at the SEC. He has addressed the G-20, OECD (Europe & Asia), the European Federation of Securities Exchanges (Switzerland & Norway) & the Arab Federation of Exchanges in Jordan. Mr. Weild received his B.A. from Wesleyan University & his M.B.A. from New York University Stern School of Business. He also studied at the Sorbonne & on exchange at the Ecoles des Hautes Etudes Commerciales (HEC Paris) & the Stockholm School of Economics (Stockholm, Sweden). Mr. Weild is married & the father of three teenagers.
INTRODUCTION BY
CRISTINA DOLAN
CEO, InsideChains
Vice Chair, MIT EF NYC
Cristina Dolan is CEO of InsideChains, focused on building & growing businesses utilizing data, blockchain, cyber risk quantification, AI, IoT & telematics for new digitally transformative insurance & mobility offerings. She is a Co-Founder of Additum, a European Value Based Healthcare' utilizing reward tokens to improve patient outcomes & Co-Founder of iXLedger, a blockchain enabled insurance marketplace. In addition to being an MIT Media Lab alumna, engineer & Internet pioneer, she has over two decades of experience building transformational businesses & products form FinTech, InsurTech, Media, Telecom & Healthtech. She was a co-founder of OneMain.com, which grew to be the 10th largest ISP after a successful IPO (Acquired by Earthlink).
Formerly, Ms. Dolan held executive roles Disney, Hearst, IBM & Oracle. She is a member of Forbes Technology Council, Wall Street Blockchain Association & the Vice Chair & former Chair of the MIT Enterprise Forum in New York, where she hosted several blockchain & fintech events with industry leaders. The award-winning student competition she founded, Dream it. Code it. Win it., was the subject of her TEDx Talk, Just Solve It. She earned a Master's Degree from the MIT Media Lab & holds a Master of Computer Science & Bachelors of Electrical Engineering with concentrations in Computer Science, Data Communications & Business.
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