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Registration to attend this conference is closed. Livestream registration is still open to members.

2nd Annual Blockchain Conference

Monday, Sept. 17 | 1:00 – 9:00 PM
Followed by a Catered Networking Reception

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FinTech Leadership Group

REGISTRATION & FEES

COMPLIMENTARY LIVESTREAM

Members Only

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Registration to attend this conference is closed.

Overview

See Last Year’s Conference
With this year’s conference, we bring together innovators, academics, investors and investment practitioners to address the current blockchain and cryptocurrency landscape, and most importantly, the impact on investment practitioners.

Blockchain was introduced to the world in October 2008, a clever combination of mathematics, cryptography, and economics that underpinned Bitcoin. A year ago, cryptocurrency prices, ICOs, and stories of unscrupulous activity gained the attention of members, unsure if this was innovation or hype. In July 2018, stating “This is no passing fad”, the CFA Institute announced the addition of cryptocurrency and blockchain to the CFA curriculum, beginning in June 2019. According to Greenwich Associates, in 2017 financial services companies spent $1.7 billion on blockchain, with 14% of those surveyed already deploying blockchain solutions. Today there are over 1500 cryptocurrencies, ICOs have raised over $9 billion in 2018, and there are close to 300 cryptocurrency funds. Blockchain and cryptocurrencies are top of mind for regulators, legislators, central banks, the IMF, the World Economic Forum and others.

Learning Outcomes

  1. Gain an understanding of blockchain, cryptocurrencies and the current state of the industry
  2. Understand areas of the financial services industry where blockchain and cryptocurrency are being explored and which areas are closest to widespread adoption
  3. Areas outside financial services that represent the most promising use cases/investment opportunities
  4. How the technology will impact the skills required for a career in financial services

Continuing Education Credits – Sponsored by Kaplan Schweser

CFA: 6.5 CE Credits

As part of our commitment to raising professional standards in the industry, CFA Society New York is dedicated to facilitating the continued education of our membership base and the financial community at-large through an expanding variety of Continued Education (CE) programs and offerings. CFANY thanks Kaplan Schweser for sponsoring the administration of our CE platform, thereby better enabling us to provide our community with high-quality content and opportunities.

Agenda

1:00 PM | REGISTRATION

1:30 PM | WELCOME AND OPENING REMARKS

Daniel Dagen, CFA, Chief Executive Officer, CFA Society New York

Carole K. Crawford, CFA, Founder and Managing Partner, fincap360, LLC

1:35 PM | CRYPTO ASSETS AND BLOCKCHAIN ADOPTION IN CAPITAL MARKETS

Introduced by: Maribeth Martorana, CFA

Richard Johnson, Vice President,Market Structure and Technology, Greenwich and Associates

2:30 PM | KEYNOTE PRESENTATION

Introduced by: Mark Sullivan, CFA, Managing Director & Partner, Stonehaven, LLC.

Todd McDonald, Co-founder, Head of Partnerships, R3

3:30 PM | COFFEE BREAK

3:45 PM | KEYNOTE PRESENTATION

Introduced by: Brandon Neal, Capital Markets Professional, Federal Reserve Bank of New York

Professor David Yermack, Professor of Finance and Business Transformation, Chair Finance Department, NYU Stern School of Business

4:30 PM | BLOCKCHAIN, DLT AND CRYPTOCURRENCY PANEL

Introduced by: Peter Seremitis, CFA, Global Account Manager, AWS

Moderator

Peter Went, Ph.D., CFA, Columbia University

Panelists

Kerry Denerstein, Regulatory Affairs Lead, CLS Group

Roy Niederhoffer, Founder, R.G. Niederhoffer Capital Management, Inc.

Merav Ozair, Ph.D., Co-Founder and Director of Financial Product Research and Development, brX 

5:30 PM | KEYNOTE PRESENTATION

Introduced by: Katya Chupryna, Chief Strategy Officer, Thinknum

Sloane Ortel, CFA Institute Enterprising Investor

6:15 PM | COFFEE BREAK

6:30 PM | FIRESIDE CHAT

Introduced by: Claire Lecarpentier, CFA , Investing Professional, J.P. Morgan

Huw Richards, Head of Digital Investment Banking, J.P. Morgan

Christine Moy, Executive Director, Blockchain Program Lead, J.P. Morgan

7:30 PM | GLOBAL DIGITAL FINANCE CODE OF CONDUCT FOR CRYPTOASSETS

Introduced by: Peter Seremitis, CFA, Global Account Manager, AWS

Jeff Bandman, Founder and Principal, Bandman Advisors; Architect LabCFTC

7:45 PM | Closing Remarks

Kelly Ye, CFA, Director of Research, IndexIQ

7:50 PM | Reception

DISCLAIMER OF ENDORSEMENT References herein to any specific sponsor or service do not necessarily constitute or imply the endorsement, recommendation or favoring by CFA Society New York. CFA Society New York strives to be a community for diverse opinions and differing perspectives, and the views and opinions expressed by speakers, presenters and/or organizers at events do not necessarily state or reflect those of CFA Society New York. CFA Society New York expects all attendees to comply with CFA Society New York’s Code of Conduct while attending CFA Society New York events or meetings. CFA Society New York expressly reserves the right, in its sole discretion, to grant or deny access to any individual, or to expel any individual from any CFA Society New York event or meeting.

CFA Society New York (“CFANY”) is not a Registered Investment Advisor, Broker/Dealer, Financial Analyst, Financial Bank, Securities Broker, or Financial Planner. While CFANY seeks to present accurate and reliable information, CFANY does not endorse, approve, or certify such information, nor does it warrant or guarantee the accuracy, completeness, efficacy, timeliness, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation, and CFANY has no duty to update and maintain the information, reports, or statements made during events. CFA Society New York specifically disclaims any such express or implied warranties. CFA Society New York and its affiliates, agents, and licensors will not be liable to you or anyone else for any loss or injury, caused in whole or in part by their negligence of contingencies beyond their control in procuring, compiling, reporting interpreting or delivering the information. In no event will CFA Society New York and its affiliates, agents, and licensors be liable to you or anyone else for any damages, including but not limited to consequential, special, indirect and incidental damages, even if advised of the possibility of such damages. The information presented is provided for information purposes only, and is not intended to be and does not constitute financial advice, investment advice, trading advice, or any other advice, is general in nature, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell, or as a recommendation, endorsement, or sponsorship of any security, company, or fund. CFANY is not responsible for any investment decision made by you. You should not make any financial, investment, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk. There is a substantial amount of risk in trading securities, and the possibility exists that you can lose all, most or a portion of your capital. CFANY does not, cannot, and will not assess or guarantee the suitability or profitability of any particular investment, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition.

Sponsorship Overview

For over 80 years, CFA Society New York—formerly known as New York Society of Security Analysts (NYSSA)—has been a leading forum for the exchange of information among investment professionals. Our mission is to raise standards of practice in the industry for the ultimate benefit of society. Towards that goal, CFA Society New York content is curated by volunteer practitioner interest groups that strive to shape the future of the industry. A bold line exists between the financial support by organizations to maintain the quality of our programming and the selection of speakers who contribute to dialogue in our community. To that end, a ceaseless commitment to transparency is something we consider foundational to our cause.

Please be advised of the following information related to Society sponsorship and support:

Through financial support and other means of in-kind support, each event sponsor, event partner, event co-host and organizational partner of CFA Society New York plays a valuable role in the furtherance of the range of forward-thinking initiatives that underpin the Society’s values, and toward our mission to deliver Society content and programming of the highest quality and standard.

CFA Society New York thanks all of its sponsors, event-related affiliates and organizational partners for helping us continue to shape the conversation of the investment community.

Legal Notice and Disclaimer

CFA Society New York (including its employees and agents) assumes no responsibility for presenters or consequences resulting from the use of information or content of such information presented, including (but not limited to) errors or omissions, the accuracy or reasonableness of factual or scientific assumptions, studies or conclusions, the defamatory nature of statements, ownership of copyright or other intellectual property rights, and the violation of property, privacy, or personal rights of others. The CFA Society New York is not responsible for, and expressly disclaims all liability for, damages of any kind arising out of use, reference to, or reliance on such information. No guarantees or warranties, including (but not limited to) any express or implied warranties of merchantability or fitness for a particular use or purpose, are made by CFA Society New York with respect to such information. CFA Society New York does not endorse, approve, or certify such information, nor does it guarantee the accuracy, completeness, efficacy, timeliness, or correct sequencing of such information. All presentations represent the opinions of the presenters and do not represent the position or the opinion of CFA Society New York or its members. Reference by the presenters to any specific commercial product, process or service by trade name, trademark, service mark, manufacturer, and corporation or otherwise does not constitute or imply endorsement, recommendation, or favoring by CFA Society New York.

CFA Society New York strives to be a community for diverse opinions and differing perspectives, and the views and opinions expressed by speakers, presenters and/or organizers at events do not necessarily state or reflect those of CFA Society New York.

CFA Society New York expects all attendees to comply with CFA Society New York’s Code of Conduct while attending CFA Society New York events or meetings. CFA Society New York expressly reserves the right, in its sole discretion, to grant or deny access to any individual, or to expel any individual from any CFA Society New York event or meeting.

Inclement weather

CFANY reserves the right to cancel or reschedule all in-person events within 48 hours when inclement weather has been forecasted and travel is restricted by city officials.  The program may also be produced solely via livestream in such circumstances.  Please note the cancellation policy regarding refunds and substitutions.

Refunds, Cancellations, and Substitutions

  • 72 HOURS ADVANCED NOTICE OR MORE:
    • Full refund issued
  • WITHIN 48 HOURS OR AFTER EVENT HAS STARTED:
    • No refund

All requests for cancellation or refunds must be sent to seminars@cfany.org.

More

CFA Society New York, Inc. (“CFA NY”) is not a Registered Investment Advisor, Broker/Dealer, Financial Analyst, Financial Bank, Securities Broker, or Financial Planner. While CFA NY seeks to present accurate and reliable information, CFA Society New York does not endorse, approve, or certify such information, nor does it warrant or guarantee the accuracy, completeness, efficacy, timeliness, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation, and CFA Society New York has no duty to update and maintain the information, reports, or statements made during events.

The information presented is provided for information purposes only, and is not intended to be and does not constitute financial advice, investment advice, trading advice, or any other advice, is general in nature, and is not specific to you.

None of the information presented is intended as an offer or solicitation of an offer to buy or sell, or as a recommendation, endorsement, or sponsorship of any security, company, or fund.