SEPTEMBER 20 | SAN FRANCISCO

CoinAlts Fund Symposium

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3rd coinalts fund symposium

a one-day event to educate the investment community on the investment, legal and operational issues for cryptocurrencies as a new asset class.

Agenda

CoinAlts is designed to bring together the thought leaders in the cryptocurrency investment space to discuss the investment, legal and operational issues for cryptocurrencies as a new asset class.

Wednesday, September 19, 2018
5:30 pm to 7:30 pm
Women in Crypto Networking Event
Location: To be announced.
Thursday, September 20, 2018
8:00 am to 9:00 am
Breakfast & Registration
9:00 am to 9:15 am
OPENING REMARKS
9:15 am to 10:00 am
LEGAL AND REGULATORY ISSUES AND DEVELOPMENTS
Moderator: Bart Mallon, Cole-Frieman & Mallon LLP
Panelists: Lewis Chong, Harneys
Karl Cole-Frieman, Cole-Frieman & Mallon LLP
10:00 am to 10:45 am
DIGITAL ASSET FUND ADMIN, AUDIT & TAX UPDATE
Moderator: Corey McLaughlin, Cohen & Co
Panelists: Seth Altman, MG Stover & Co
Lindsay Chamings, Andersen Tax
Cynthia Pedersen, Cohen & Co
10:45 am to 11:00 am
BREAK
11:00 am to 11:45 am
CUSTODY: ADDRESSING THE BIG ISSUE IN DIGITAL ASSETS
Moderator: TBA
Panelists: Mike Fitzgerald, DACC
Matt Jennings, Kingdom Trust
Jacob Decker, Woodruff Sawyer
11:45 am to 12:30 pm
BUILDING AN INSTITUTIONAL FUND OPERATION
Moderator: TBA
Panelists: Reuben Bramanathan, Coinbase
Joe Eagan, Polychain
John Burnett, OmniEx
12:30 pm to 1:30 pm
LUNCH
1:30 pm to 2:45 pm
RAISING ASSETS: PERSPECTIVES FROM INVESTORS & MANAGERS
Moderator: TBA
Panelists: Panelists: Arianna Simpson, Autonomous Partners
2:45 pm to 3:30 pm
GENERAL TRENDS IN DIGITAL ASSETS
Moderator: TBA
Panelists: Panelists: Eric Voorhees, Shapeshift
3:30 pm to 3:45 pm
BREAK
3:45 pm to 4:45 pm
KEYNOTE SPEAKER
4:45 pm to 5:00 pm
Closing Remarks
5:00 pm to 7:00 pm
Networking Break

Discussion of trends and issues in the formation cryptocurrency funds.

We will bring together officials from the various regulatory bodies (SEC, CFTC, and SRO members) to discuss current and future regulatory matters, as well as how managers can be prepared for increased regulatory requirements.

Investors will come together with managers to discuss what they look for when investing in crypto funds.

Panelists will discuss the operational issues and intricacies of running a crypto fund.

Women are becoming a larger presence in the crypto industry and the accomplished panelists will discuss what we will see as this trend continues.

Exchanges and OTC desks will come together to provide updates and best practices with respect to trading and execution.

Keynote presentation by our featured keynote speaker.

Speakers

Panel Speakers
Eric Voorhees
CEO, ShapeShift
Reuben Bramanathan
Product Lead, Coinbase Asset Management
Arianna Simpson
Managing Director, Autonomous Partners
Joe Eagan
COO, Polychain Capital
Reuben led the creation of Coinbase Index and is responsible for the management of Coinbase's funds. He is a former lawyer who has advised clients on legal and regulatory aspects of bitcoin and blockchain technology since 2014. He wrote and lectured the world's first postgraduate course on the Regulation of Digital Currency, at the University of Nicosia in 2015, and co-authored the industry-leading legal research paper The Blockchain Token Securities Law Framework in 2016.
Arianna Simpson is the founder and Managing Director of Autonomous Partners, an investment fund focused on cryptocurrencies and digital assets. She is also an active angel investor and venture partner at Crystal Towers Capital, an early-stage VC fund which Arianna and her partner launched in 2015. Prior to Crystal Towers, Arianna spent time working in sales and product roles at Facebook and BitGo, an enterprise security company for bitcoin and other digital currencies.
Joe has been Chief Operating Officer at Polychain Capital since October 2017. Prior to that, Joe was a Principal at Investcorp where his team helped launch of 14 different emerging hedge funds. He also has experience managing risk arbitrage portfolios at both Amber Capital and Naufal Capital. Joe holds a B.A. from Georgetown University.
Jacob Decker
VP, Financial Institutions, Woodruff Sawyer
John Burnett
Co-founder, Head of Business Development & Strategy, Omniex, Inc.
Lindsay Chamings
Managing Director, Andersen Tax
Matt Jennings
CEO, Kingdom Trust
John Burnett is Co-founder, Head of Business Development & Strategy at Omniex, the institutional investment and trading platform for crypto-assets.

Prior to starting Omniex, Mr. Burnett was a Managing Director at State Street Bank within the Emerging Technologies Center. As State Street’s global lead for all blockchain and crypto-assets initiatives, John led all internal and external efforts including strategy for the newly emerging crypto-asset class.

Previously he was a Director at American Express where he was focused on competitive and marketplace strategy. John led AMEX’s initial deep-dive analysis into bitcoin and other cryptocurrencies in 2013 on behalf of AMEX’s CEO and Board of Directors. Previously he was in management consulting at both Booz Allen Hamilton and Opera Solutions, a firm founded by former McKinsey partners focused on data and analytics for financial services companies. In his last years in consulting he led business development efforts to create new capabilities in data and analytics for target and existing clients.

John holds a BA and MA in Economics from UC Santa Barbara and an MBA from Tuck school at Dartmouth.
A member of the Andersen Tax Alternative Investment Funds Services group Lindsay works with alternative investments, including hedge funds, private equity funds, venture funds, cryptocurrency funds, and fund of funds and related management companies. She has more than 15 years of experience ranging from financial services taxation, ASC 740, and international tax.  Lindsay has extensive experience in federal partnership taxation. Her experience includes advising hedge funds, private equity and alternative investment companies on the U.S. tax implications of their domestic and international operations. Prior to Andersen Tax, Lindsay worked in KPMG's and Rothstein Kass'  Alternative Investment practice.
Matt Jennings is the CEO at Kingdom Trust, where he has propelled the company into the digital asset market as the first qualified custodian of cryptocurrencies. In 2009, Matt co-founded SBG 1320, LLC, the parent company of Kingdom Trust. A Certified General Real Estate Appraiser and licensed agent, Matt manages a multimillion-dollar real estate portfolio. Matt’s interest in investing in real estate and other alternative assets led him to co-found Kingdom Trust.
Michael Fitzgerald
CEO, Digital Asset Custody Company (DACC)
Seth Altman
Director of Hedge Fund & Family Office MG Stover & Co.
Lewis Chong
Partner, Harneys
Karl Cole-Frieman
Co-Managing Partner, Cole-Frieman & Mallon LLP
Mike has over 20 years of financial services industry experience, holding senior positions in Prime Brokerage as a Managing Director at both Morgan Stanley and JP Morgan. Most recently Mike was the Chief Operating and Compliance Officer of Ararat Capital.
Seth Altman is the Director of Hedge Funds and Family Offices for MG Stover & Co. and joined the firm in August 2016.

He began his career at Deloitte & Touche in New York City where he audited banks, broker-dealers and alternative investment funds. In 2007, Mr. Altman was hired by the multi-billion-dollar hedge fund Glenview Capital Management as a staff accountant in their finance department. He ventured back to public accounting in 2009 becoming an audit manager at Rothstein Kass. In his time at Rothstein Kass he was an integral part of improving the best practices and the integration of the Denver RK and KPMG Offices. In 2015, Mr. Altman joined Lazarus, a hedge fund based in Denver, as their Chief Financial Officer. At Lazarus, he was in charge of the day-to-day operations of the funds and general partner/management company.
Lewis is a partner in Harneys’ Investment Funds Department. He advises on a variety of Cayman Islands and British Virgin Islands funds matters, including advising United States, European and emerging markets managers on the establishment of new funds and the restructure of existing funds as well as advising managers and funds subject to, or affected by, litigation. 
 
He spends most of his time in North America and is based in Vancouver, British Columbia. He is admitted to practice Cayman Islands and British Virgin Islands law and has also been issued a practitioner of foreign law permit by the Law Society of British Columbia in Canada. Lewis is the only person practising Cayman Islands and British Virgin Islands law in the Pacific time zone. 
 
Lewis is also a senior editor of The Offshore Funds Blog, a Harneys blog dedicated to explaining how offshore funds work and why investment managers use them. Lewis is recommended by IFLR 1000 and Legal 500.
Prior to co-founding Cole-Frieman & Mallon LLP, Karl Cole-Frieman was General Counsel and Chief Compliance Officer of Standard Pacific Capital, LLC ("Standard Pacific"), an SEC registered hedge fund manager in San Francisco with offices in New York, Hong Kong, and a sub-advisor in Tokyo. In addition to managing the Legal and Compliance Departments at Standard Pacific, Karl was also responsible for Human Resources, IT, General Administration, as well as certain operations and strategic matters for Standard Pacific's credit strategy. Before joining Standard Pacific, Karl was Associate General Counsel of Sagamore Hill Capital Management, L.P., a multi-strategy hedge fund in Greenwich, Connecticut, with an office in London. Prior to that, he was Vice President and Associate General Counsel at JPMorgan Chase & Co. ("JP Morgan"), where he was lead counsel for Loan Trading and Distressed Debt, and actively involved in the Loan Syndications and Trading Association. During his tenure at JPMorgan and predecessor firm, Hambrecht & Quist, Karl also supported the M&A, Corporate Finance and Private Equity Groups. He began his career in 1997 as an Associate in the Litigation Department of Shearman & Sterling.

Karl lives with his wife, Wanda, and twins, Isaac and Taylor, in Oakland, CA, where he enjoys running and biking, and is a Crossfit Level 1 Trainer.
Will Coleman
Director of Technology Advisory Services, Cohen & Company
Bart Mallon
Co-Managing Partner, Cole-Frieman & Mallon LLP
Corey McLaughlin
Co-President, Investment Industry Services, Cohen & Company
Matt Stover
CEO, MG Stover & Co.
Will specializes in providing coordination and oversight of audit plans, as well as training for audit managers, staff and seniors involved with cryptocurrency funds. Will’s diverse client base includes hedge funds, fund of funds, offshore funds and private equity funds.

With a career spanning more than 20 years, Will serves as a technology consultant to clients on issues ranging from information technology security and controls, to big data and artificial intelligence, to cryptocurrency funds. He leads the team that designs customized systems for clients, including producing investment portfolio statements, creating Schedule K-1 packages and checking transactions for conflicts of interest to support Section 206(3) of the Investment Advisers Act of 1940.

In the cryptocurrency space, Will has been instrumental in helping the firm design and implement programs to audit and support these specific funds. He also works with cryptocurrency managers and their service providers to help ensure their operations are set up properly from a technology and controls perspective. Will’s experience and insight on cryptocurrencies has allowed him to become a regular presenter to advisers, institutional investors and family offices on topics that include operational issues for cryptocurrency funds, bid data, artificial intelligence and data privacy.
Mr. Mallon is a Co-Managing Partner and co-founder of Cole-Frieman & Mallon LLP, a boutique law firm focused on the investment management industry.  The firm provides comprehensive legal support to investment managers and the practice supports both emerging and well established managers.  Mr. Mallon’s practice is focused on the legal, regulatory and compliance aspects of launching pooled investment vehicles domestically and offshore.  He also works with established managers on all aspects of their business including counterparty documentation, investor matters, employment and routine business matters.  Many firm clients are focused on non-traditional strategies including investment in the cannabis sector, use of AI in a trading strategy and investment into cryptocurrency and other digital assets.

In addition to regular speaking engagements, Mr. Mallon also created and maintains the prominent industry legal blog – Hedge Fund Law Blog.   Mr. Mallon has a BA from the University of Washington and a JD from Emory University School of Law and lives in San Francisco.
As co-president of Cohen & Company’s Investment Industry Services Division, Corey is responsible primarily for strategy and development of the private funds practice, including profitability, growth, training and retention, and strategic and tactical initiatives.

Corey also works directly with clients in the investment industry to provide accounting, auditing, investors’ representative, attestation and consulting services to a wide variety of entities. His clients include commodity pools, hedge funds, commodity trading advisors, investment advisers, introducing brokers and other operating entities. Corey also has significant expertise auditing and consulting funds that trade cryptocurrencies. Corey currently serves as the Treasurer for the Mid-Atlantic Hedge Fund Association, and is a frequent presenter on alternative investment topics.

In 2011 Corey was awarded the SmartCPA distinction, which recognizes enterprising accountants for their leadership, accomplishment, innovation, and success. Corey graduated from Towson University in 1996 with a B.S. in Accounting. He is a Certified Public Accountant with the rights to practice in numerous states. He is a member of MACPA and AICPA.
Matt Stover founded MG Stover & Co. in 2007 after many years of public accounting with PricewaterhouseCoopers LLP and Spicer Jeffries LLP.  During his public accounting career, Matt provided audit and tax services to a diverse client base including large multi-national billion dollar companies as well as the million dollar start-up funds. Matt’s audit experience was primarily focused on the securities industry; hedge funds, private equity, commodity pools, mutual funds, broker-dealers, and investment advisors. He managed all phases of the audit engagements including planning, budgeting, supervision, review and preparation of financial statements.

Matt graduated from the University of Wisconsin-Madison with a BBA in accounting and earned a certificate in international business from Thames Valley University in London, England. He is a Certified Public Accountant and holds a FINRA Series 27 license. Matt is also a member of the American Institute of CPAs (AICPA) and a Director for Help For Children.
Cynthia Pedersen
Cohen & Co
Cynthia communicates with clients daily regarding their complex tax questions on investment strategies and how those strategies may fit into their long-term goals. Her areas of specialty include taxation of hedge funds, international tax compliance, tax compliance for tax-exempt organizations and ultra-high-net-worth estate succession planning. Cynthia’s background as an attorney, and specifically as an estate planner, makes her a vigilant advisor when it comes to tax issues for high-net-worth individuals considering changes to their business structures and investments. In addition, she is responsible for firmwide tax research pertaining to a broad range of issues that influence alternative investment fund managers and investors. Cynthia is also actively involved in the firm’s Cryptocurrency Practice.
Past Keynote Speakers
John Howard Burbank, III
Founder & Chief Investment Officer Passport Capital, LLC
Mark W. Yusko
CEO & CIO, Morgan Creek Capital Management
Olaf Carlson-Wee
Founder and Managing Member, Polychain Capital
Mr. John Howard Burbank, III serves as the Founder and Chief Investment Officer at Passport Capital, LLC, which he founded in August 2000. He received his MBA from the Stanford Graduate School of Business and earned his BA in English Literature from Duke University.
Mark Yusko is the Founder, CEO and Chief Investment Officer of Morgan Creek Capital Management. Prior to forming Morgan Creek, Mr. Yusko was President, Chief Investment Officer and Founder of UNC Management Company, the Endowment investment office for the University of North Carolina at Chapel Hill, from 1998 to 2004. Throughout his tenure, he directly oversaw strategic and tactical asset allocation recommendations to the Investment Fund Board, investment manager selection, manager performance evaluation, spending policy management and performance reporting. Total assets under management were $1.5 billion ($1.2 billion in endowment assets and $300 million in working capital). Until 1998, Mr. Yusko was the Senior Investment Director for the University of Notre Dame Investment Office where he joined as the Assistant Investment Officer in October of 1993. He worked with the Chief Investment Officer in all aspects of Endowment Management.

Mr. Yusko received his Bachelor of Science Degree, with Honors, in Biology and Chemistry from the University of Notre Dame and a Master of Business Administration in Accounting and Finance from the University of Chicago. Mr. Yusko is an Advisory Board member of a number of private capital partnerships and alternative investment programs and has served as a consultant on alternative investments to a select group of institutions. Mr. Yusko is an Investment Committee member of the MCNC Endowment, President and Chairman of the Investment Committee of The Hesburgh-Yusko Scholars Foundation at the University of Notre Dame, and President and Head of the Investment Committee of the Morgan Creek Foundation.
Past Speakers
Cory Johnson
Chief Market Strategist, Ripple
Marco Santori
President & Chief Legal Officer, Blockchain
Jim Calvin
Deloitte
Mary Conway
Partner, Davis Polk
Cory is the Chief Market Strategist of Ripple. Prior to Ripple, Cory worked as a hedge fund portfolio manager at Kingsford Capital Management and journalist at Bloomberg and CNBC covering high-growth technology companies.

Earlier in his career Cory ushered in many startups, including theStreet.com, the Industry Standard, SLAM and Vibe magazines.
Marco is the President and Chief Legal Officer of Blockchain, the world's largest wallet and leading software platform for digital assets. Known as the "Dean of Digital Currency Lawyers," Marco is a recognized authority in the law and policy of block chain technologies. As a Partner at both Cooley LLP and Pillsbury Winthrop, he counseled banks, broker-dealers, exchanges, wallets, payment providers, and other companies making new and exciting uses of distributed ledger technology. Marco counseled his clients primarily on the money transmission and securities laws, including anti-money laundering regulations.

Marco is an author of the SAFT Project Whitepaper, responsible for the first self-regulatory effort for token sales (also known colloquially as ICOs). He is an advisor to the International Monetary Fund, the Blockchain Ambassador to the State of Delaware, and was the Chairman of the Regulatory Affairs Committee of the Bitcoin Foundation. He has been quoted by Bloomberg, the Wall Street Journal, Forbes, Coindesk, Washington Post, The New Yorker, Wired, Entrepreneur.com and Crain's New York Business.
Jim Calvin has more than 30 years of experience specializing in financial transactions, compensation planning, wealth transfer, insurance products, corporate, partnership, and international taxation. He has been with Deloitte member firms in Boston, New York, Singapore, and Hong Kong. Calvin joined the firm in 1986 and has been a partner since 1995. He is the author of the forthcoming Bloomberg BNA Portfolio, “Taxation of Cryptocurrencies;” and the author of the RIA/WGL treatise, “Regulated Investment Companies.”
As a partner in Davis Polk’s Tax Department, Ms. Conway focuses on investment management matters, including the formation and operation of private equity funds, hedge funds, mutual funds and other pooled investment vehicles. Her practice includes partnership matters and international tax matters.
Ari Paul
BlockTower Capital
Donald R. Wilson, Jr.
Founder and CEO, DRW
Kirstan Barnett
Element Capital Group
Michael Bucella
Partner & Global Head of Strategic Partnerships, BlockTower Capital
Ari Paul is co-founder and CIO of BlockTower Capital. He was previously a portfolio manager for the University of Chicago's $8 billion endowment, and a derivatives market maker and proprietary trader for Susquehanna International Group (SIG). Ari earned a BA in political science from the University of Pennsylvania, and an MBA from the University of Chicago with concentrations in economics, entrepreneurship, strategic management, and econometrics & statistics. Ari is a CFA charterholder.
Donald R. Wilson, Jr. is the founder and CEO of DRW, a principal trading firm with more than 800 employees at its Chicago headquarters and offices in Austin, Houston, London, Montreal, New York and Singapore.  
Don started in the industry in 1989, focusing on capturing opportunities in the markets through technology, research and risk management, and founded DRW in 1992 while trading in the Eurodollar options pit at the Chicago Mercantile Exchange. DRW has since expanded into real estate investment, venture capital and cryptoassets.

Don is an influential leader in the financial futures industry and in 2010 founded the FIA Principal Traders Group. He is co-founder and board member of Eris Exchange, a designated contract market which trades an interest swap futures contract, and is the co-inventor of the Eris Exchange’s intellectual property. He is co-founder and board member of Digital Asset Holdings, a company which leverages distributed ledger technology to improve the settlement of financial instruments.

An early adopter in cryptoassets, DRW established Cumberland as a bitcoin trading desk in 2014. Today, Cumberland is one of the world’s largest providers of liquidity in all cryptoassets and a leader in the crypto ecosystem.

Don holds an undergraduate degree in economics from the University of Chicago, where he is now a trustee. He also sits on the board of the Ann & Robert H. Lurie Children’s Hospital of Chicago Foundation. An avid competitive sailor, Don is the founder of the Chicago Match Race Center and served as chairman of the Louis Vuitton America’s Cup World Series Chicago.
Kirstan Barnett is co-founder of Element Capital Group, LLC, a full-service advisory company for the digital asset economy, and Chief Operating Officer and a member of the Investment Committee Element Digital Asset Management LLC, advisor to the Element Digital Funds. Ms. Barnett has over twenty years of executive experience in corporate finance, asset management, emerging markets and the start-up company space. For over a decade she was the partner of a top-tier SEC registered hedge fund with over $10 billion aum and in institutional investor base. As its first General Counsel, she built out its legal and compliance structure, directed all regulatory and media matters, led high-stakes litigation teams and initiated an operational risk infrastructure review. An active early stage investor, Ms. Barnett serves on the Investment Committee of Castor Ventures, an early stage venture fund focused on investments affiliated with her alma mater, Massachusetts Institute of Technology. She is the Founder of SheGives, a philanthropic foundation focused on effective altruism. Ms. Barnett holds a BA from the University of New Hampshire, a JD from Georgetown University Law School and an MBA from the Sloan School of Management at MIT.
Michael Bucella is a Partner and Global Head of Strategic Partnerships for BlockTower Capital, a leading institutional cryptocurrency investment firm bringing professional trading and portfolio management to an emerging digital asset class.

Prior to BlockTower, Michael spent nearly a decade with Goldman Sachs. He joined Goldman Sachs in 2008 as part of the Firm’s Asset Management division (GSAM), where he focused on investment strategies, markets and institutional investors globally. Most recently, Michael worked in the Securities Division where he ran the Multi-Asset Sales & Trading business in Canada and led efforts to expand this strategy globally. Previous to this role, he led the Institutional Global Equities business, also in Canada.

Michael earned a BS in Finance, Economics & Accounting from Fordham University. He is a member of Fordham University’s President’s Council and involved in multiple charitable organizations, with recent philanthropic endeavors involving several independent trips to aid the relief efforts in Puerto Rico.
Bobby Cho
Global Head of Trading, Cumberland
Lee Schneider
Debevoise & Plimpton
Julie Kim
General Counsel & CCO, Passport Capital
Tara Bogard
Kingdom Trust
Bobby Cho is the global head of trading at Cumberland , a DRW Company, and one of the largest liquidity providers in cryptocurrencies. Previously, Bobby was director of trading at itBit Trust Company where he was responsible for their crypto asset trading and custody business. Prior to his role at itBit, Bobby was vice president of trading and a municipal securities principal at Digital Currency Group (f/k/a SecondMarket) where he assisted in the creation of one of the first cryptocurrency broker-dealers. Bobby is also a mentor to Plug and Play, a Sunnyvale based global innovation platform. He is a graduate of Villanova University.
Lee A. Schneider is global General Counsel at Block.One, the world’s largest blockchain developer and author of the EOSIO software. Schneider is responsible for all of the company’s legal affairs and will be involved in its proactive regulatory and compliance initiatives.

He joined Block.One after leading the blockchain practices at two major international firms, most recently McDermott Will & Emery. While at McDermott, Lee led both the Fintech and broker dealer practices.

Lee has been recognized as one of the leading voices in blockchain related regulation and compliance, and has played a role in structuring several of the largest and most successful blockchain-related projects.

Schneider co-hosts Appetite for Disruption, a bi-weekly FinTech podcast with former SEC Commissioner Troy Paredes, and has contributed to the global-leading guidance, “A Securities Law Framework for Blockchain Tokens” developed by Coinbase.

Mr. Schneider holds a Juris Doctor degree from American University’s Washington College of Law and a Bachelor’s Degree in Economics from the University of Michigan.
Ms. Kim serves as the General Counsel and Chief Compliance Officer of Passport Capital, an SEC-registered investment adviser based in San Francisco. She oversees all legal and compliance matters for the firm. Before joining Passport, Ms. Kim practiced with the law firms of Simpson Thacher & Bartlett LLP and Davis Polk & Wardwell LLP. Ms. Kim’s practice focused on representing hedge funds, private equity funds and registered investment advisers.

Ms. Kim graduated from Cornell Law School where she earned a J.D., cum laude, and was an Editor of the Cornell Law Review. She earned her B.A. in Philosophy with Distinction in All Subjects from Cornell University. She is a member of the State Bar of California and the State Bar of New York.
Tara Bogard has over 15 years of experience in the customer service industry. Her passion for helping others is the driving force behind her hard work and dedication. At Kingdom Trust, Tara specializes in developing and implementing growth opportunities within and between organizations and new business strategy and solutions.
Alexander Pack
Director, Bain Capital Ventures
Laura Shin
Crypto Journalist
Nolan Bauerle
CoinDesk
Sara Silverstein
Executive Editor, Business Insider
Alexander is a Director at Bain Capital Ventures, where he founded and leads its Network Investing initiative to invest in experimental finance opportunities and disruptive fundraising models. He invests in cryptoassets, investment funds, and technology startups across sectors.

Previously, Alexander was a Partner at AngelList and began his investing career at Arbor Ventures, an Asia-based early stage VC firm, where he started its blockchain practice.
Laura Shin hosts the crypto-focused podcasts Unchained: Big Ideas From the Worlds of Blockchain and Cryptocurrency and Unconfirmed: Insights and Analysis From the Top Minds in Crypto. Formerly a senior editor at Forbes, she was the first mainstream journalist to cover crypto full-time.

She graduated Phi Beta Kappa with Honors from Stanford University and has a master of arts from Columbia University’s School of Journalism.
Nolan Bauerle is the director of research at CoinDesk. His work with Bitcoin and blockchain technology began in 2013 after convincing the Canadian Senate Banking Committee to study Bitcoin, helping select witnesses, and drafting the report. As the report was tabled in Parliament, it was simultaneously hashed into Bitcoin’s blockchain.
Sara is the host of Business Insider's cryptocurrency show "the bit" and co-host of Business Insider's "The Bottom Line." You can also see Sara on CNBC's "The Filthy Rich Guide".

Sara has an MBA from the University of Chicago Booth School of Business with a concentration in analytical finance and a bachelor's in mathematics from the University of Colorado.

Before joining Business Insider, Sara worked as a producer for Bloomberg Television. Prior to that she spent five years as a senior portfolio analyst at a hedge fund.
Michael Sonnenshein
Managing Director, Grayscale Investments
Bá Minuzzi
Co-Founder & Managing Partner AUSUM Ventures
Adam White
Coinbase
Marcos Veremis
Managing Director, Cambridge Associates LLC
Michael Sonnenshein joined Grayscale Investments in January 2014. As Managing Director, he is responsible for overseeing the daily operations and growth of the Grayscale business, spanning sales, operations, product development, and investor relations. With $2+ Billion in assets under management, Michael is responsible for maintaining many of the firms’ key client relationships including family offices, hedge funds, and other institutions as well as forming strategic partnerships and evaluating service providers.

Prior to joining Grayscale, Michael was a financial advisor at JP Morgan Securities, covering HNW individuals and institutions. He also worked in a similar capacity at Barclays Wealth, providing coverage to middle-market hedge funds and institutions. Michael earned his Bachelor of Business Administration from the Goizueta Business School at Emory University and his Master of Business Administration from the Leonard N. Stern School of Business at New York University. He holds his Series 7 and 66 licenses.
Bárbara is a former real-estate entrepreneur and financial advisor to UHNW families in Brazil. She has singlehandedly raised over $250M for real estate and high tech companies in Latin America and the United States, and co-manages over $200M in assets through private banking. 

Bá is best known in the tech industry as the founder of BABEL Ventures, the first venture firm in Silicon Valley to have a Latina as founder and solo GP, with a $30M early stage fund focused in biotech. She has been lauded her for "Breaking all the rules" and "Rocking male-dominated Silicon Valley" by various mainstream publications. Bárbara is based in SF, where she leads BABEL Ventures and recently partnered up with Jeremy Gardner, together they co-founded Ausum Ventures with their first fund being: Ausum Blockchain Fund - focusing on social change through blockchain technology.
Adam White is the Vice President and General Manager of GDAX, the largest digital currency exchange in the U.S. In this role he is responsible for day-to-day operations and leading the strategic direction of the business.

Adam previously worked as a consultant at Bain & Co. and served as an officer in the United States Air Force. Adam has testified before Congress as an expert witness in the payments space and holds an MBA from Harvard Business School and a BS in Optical Engineering from the University of California, Davis.
Marcos is currently a Managing Director in Cambridge Associates’ Arlington, VA office after working in the firm’s Boston and London offices for over 10 years. Marcos works mainly with endowments and foundations and has expertise in constructing customized alternative investment portfolios including hedge funds and venture capital. He is also coordinating the firm’s research in the crypto/blockchain space.
 
MBA, Columbia Business School
MA in Quantitative Methods in the Social Sciences, Columbia University
BA in Philosophy, Politics and Economics (PPE), Oxford University
Matthew Johnson
Co-Founder & Head of Product, Digital Asset Custody Company
Spencer Bogart
Blockchain Capital
Michael Dunworth
CEO, Wyre
Gary DeWaal
Katten Muchin Rosenman
Matthew is the Co-founder and Head of Product at Digital Asset Custody Company. He is a finance and technology executive with twenty years experience in technology leadership. Matthew has co-founded several technology startups with focuses as varied as fin-tech, human resources, and games. In addition to more entrepreneurial pursuits, he has worked with some of the largest hedge funds in the world revolutionizing their technology stacks. Prior to co-founding DACC Matthew worked in technology leadership roles at York Captial Management, Hazeltree, Trafelet & Company, Bank of New York, and Microsoft.
Spencer Bogart is a Partner at Blockchain Capital, the General Partner of Blockchain Capital’s venture funds. Spencer is a fundamental investment analyst with a rare combination of deep experience analyzing cryptocurrencies as well as traditional equity opportunities.

Prior to joining Blockchain Capital, Spencer was a Vice President at Needham & Company, where he authored Wall Street’s first industry report highlighting the use-cases, companies and potential of blockchain technology. He was also the most active Bitcoin analyst on Wall Street writing detailed reports and research on Bitcoin’s fundamental value proposition, price forecast, and technical advancements. Aside from leading all research efforts related to Bitcoin and Blockchain during his time at Needham & Company, Spencer also covered public SaaS, FinTech, and Internet companies, authored reports on those sectors, and issued price targets on companies under coverage.

Prior to Needham & Company, Spencer cut his teeth in the startup world where he helped build a first-of-its-kind proprietary research platform for analyzing Exchange Traded Funds (ETFs), which was later acquired by FactSet.

Given his rare combination of skillsets and history of actively publishing reports, Spencer is widely cited throughout the Bitcoin and Blockchain industry and is a regular speaker at industry and startup events. Spencer is a Chartered Financial Analyst (CFA) and earned his B.A. in Business Economics from University of California, Santa Barbara.
Michael has been involved in the digital asset space since 2012. He's currently the co-founder & CEO of Wyre Payments. Currently the largest cross-border payments platform built on top of the blockchain. Having processed over $1B in payments in their first 18 months, Wyre derives their FX through trading algorithms and crypto liquidity pools in multiple geographies. Delivering efficiencies in the speed of settlement, price, and transparency. Wyre feeds their liquidity by providing one the leading OTC trade desks for the private equity market, asset managers, exchanges, and hedge funds.

Michael additionally serves as a soundboard for a number of companies & platforms, that are aiming to adapt themselves to this innovative industry.
Gary DeWaal focuses his practice on financial services regulatory matters. He counsels clients on the application of evolving regulatory requirements to existing businesses and structuring more effective compliance programs, as well as assists in defending and resolving regulatory disciplinary actions and enforcement matters. Gary also advises buy-side and sell-side clients, as well as trading facilities and clearing houses, on the developing laws and regulations related to cryptocurrencies and digital tokens.

Previously, Gary was a senior managing director and group general counsel for Newedge, where he oversaw the worldwide Legal, Compliance, Financial Crimes Prevention (including AML) and Regulatory Developments departments. He also worked for the US Commodity Futures Trading Commission's Division of Enforcement in New York. For several years, Gary taught a course in derivatives regulation as an adjunct professor at Brooklyn Law School. He currently serves as a practitioner faculty and mentor for the State University of New York Buffalo Law School’s New York City Program on Finance & Law.

Gary is frequently quoted in the media for his thoughts on the international financial services industry and has published numerous articles on futures and securities industry issues. He regularly lectures or appears as a speaker at futures and securities industry conferences or in training sessions for international regulators. Gary is the sole author and publisher of Bridging the Week, a blog addressing issues in the financial services industry.
David Byrd
Americas Blockchain Assurance Research Lead, Ernst & Young LLP
Alan Kostrinsky
PwC
Robert Dykes
CEO & Co-Founder, Caspian
Sarah Davidoff
Partner, Ropes & Gray
David is EY’s Blockchain Assurance Research Lead in the Americas.

He is a member of the Financial Services Office audit practice in San Francisco, where he has served asset management clients such as hedge funds, private equity and venture capital firms. David has recently developed an expertise around audit and compliance procedures as they relate to funds and exchanges dealing in cryptocurrency.

Before working in industry, he received his PhD from the University of California, Davis in Philosophy with a focus in cognitive science, teaching courses such as Minds, Brains, and Computers. David also taught for Santa Clara University and the University of San Francisco, where he received his Bachelors in Accounting. David is a Certified Public Accountant licensed in the state of California.
Alan is a Director in PwC’s Financial Services Practice working in the Capital Markets/Technology team. He has 25 years of experience working in industry on sales, business development and project management and has been working on Regulation SCI implementations and reviews for exchanges, industry utilities and large ATS broker dealers.
Robert has served as Tora CEO for the past 14 years. Prior to that Robert spent eleven years in the enterprise software and high-tech industry in Europe, North America, and Asia. Robert has held executive management positions in several start-up and early stage software companies including WebPartner, a software provider of corporate testing applications, and AudioSoft, a software services company providing online music licensing solutions, which was sold to Macrovision Corporation (NASDAQ: MVSN). Robert started his career at Deloitte working in various positions in audit, consulting and mergers & acquisitions groups. Robert holds a B.A. in Economics from Princeton University.
Sarah Davidoff is a partner in the firm’s asset management practice and a co-head of Ropes & Gray’s Client Program. The world’s largest and most well-known alternative investment managers turn to Sarah for proactive and strategic counseling on issues relating to the formation, structure and operation of their funds. She has particular experience developing first-of-their-kind funds for clients focused on investing in cryptocurrencies. She designs and implements these bespoke investment vehicles, while also navigating the complex, evolving, and often competing regulatory and compliance environment.

In addition, Sarah works with institutional and independent sponsor hedge funds, private equity funds and other alternative asset managers on a variety of matters, including spinouts, reorganizations, seed transactions, hybrid and novel fund structures, structuring compensation and profit-sharing arrangements, designing customized investment vehicles, and launching innovative fund products.
Jonathan Sands
Founder and Managing Partner, Artist Capital
Dan Matuszewski
Circle
Jonathan Sands is the Founder and Managing Partner of Artist Capital, a NYC-based technology merchant bank. Over the last two decades, Jonathan has launched and helped scale alternative investment firms that now manage north of $11 billion dollars in the venture, growth equity, hedge fund, and cryptocurrency spaces. In addition to bringing institutional backing to entrepreneurial investment platforms, Jonathan has a premier track record of scaling best ideas with financial sponsors. An avid technology investor, both personally and through his affiliated direct investment vehicle, some of Jonathan’s investments include Multicoin, MetaStable, Filecoin, Wish, Grab, Coupang, Aaron’s, Oyo, and MagicLeap. Jonathan also acts as an advisor to the world’s first cryptocurrency index fund, Bitwise.

Jonathan received his MBA from the University of Cape Town, South Africa and pursued postgraduate studies at The Anderson School at UCLA. He also has a Bachelor's degree from Davidson College with studies at St. Edmund Hall, Oxford University.
Panel Speakers
Eric Voorhees
CEO, ShapeShift
Reuben Bramanathan
Product Lead, Coinbase Asset Management
Reuben led the creation of Coinbase Index and is responsible for the management of Coinbase's funds. He is a former lawyer who has advised clients on legal and regulatory aspects of bitcoin and blockchain technology since 2014. He wrote and lectured the world's first postgraduate course on the Regulation of Digital Currency, at the University of Nicosia in 2015, and co-authored the industry-leading legal research paper The Blockchain Token Securities Law Framework in 2016.
Arianna Simpson
Managing Director, Autonomous Partners
Arianna Simpson is the founder and Managing Director of Autonomous Partners, an investment fund focused on cryptocurrencies and digital assets. She is also an active angel investor and venture partner at Crystal Towers Capital, an early-stage VC fund which Arianna and her partner launched in 2015. Prior to Crystal Towers, Arianna spent time working in sales and product roles at Facebook and BitGo, an enterprise security company for bitcoin and other digital currencies.
Joe Eagan
COO, Polychain Capital
Joe has been Chief Operating Officer at Polychain Capital since October 2017. Prior to that, Joe was a Principal at Investcorp where his team helped launch of 14 different emerging hedge funds. He also has experience managing risk arbitrage portfolios at both Amber Capital and Naufal Capital. Joe holds a B.A. from Georgetown University.
Jacob Decker
VP, Financial Institutions, Woodruff Sawyer
John Burnett
Co-founder, Head of Business Development & Strategy, Omniex, Inc.
John Burnett is Co-founder, Head of Business Development & Strategy at Omniex, the institutional investment and trading platform for crypto-assets.

Prior to starting Omniex, Mr. Burnett was a Managing Director at State Street Bank within the Emerging Technologies Center. As State Street’s global lead for all blockchain and crypto-assets initiatives, John led all internal and external efforts including strategy for the newly emerging crypto-asset class.

Previously he was a Director at American Express where he was focused on competitive and marketplace strategy. John led AMEX’s initial deep-dive analysis into bitcoin and other cryptocurrencies in 2013 on behalf of AMEX’s CEO and Board of Directors. Previously he was in management consulting at both Booz Allen Hamilton and Opera Solutions, a firm founded by former McKinsey partners focused on data and analytics for financial services companies. In his last years in consulting he led business development efforts to create new capabilities in data and analytics for target and existing clients.

John holds a BA and MA in Economics from UC Santa Barbara and an MBA from Tuck school at Dartmouth.
Lindsay Chamings
Managing Director, Andersen Tax
A member of the Andersen Tax Alternative Investment Funds Services group Lindsay works with alternative investments, including hedge funds, private equity funds, venture funds, cryptocurrency funds, and fund of funds and related management companies. She has more than 15 years of experience ranging from financial services taxation, ASC 740, and international tax.  Lindsay has extensive experience in federal partnership taxation. Her experience includes advising hedge funds, private equity and alternative investment companies on the U.S. tax implications of their domestic and international operations. Prior to Andersen Tax, Lindsay worked in KPMG's and Rothstein Kass'  Alternative Investment practice.
Matt Jennings
CEO, Kingdom Trust
Matt Jennings is the CEO at Kingdom Trust, where he has propelled the company into the digital asset market as the first qualified custodian of cryptocurrencies. In 2009, Matt co-founded SBG 1320, LLC, the parent company of Kingdom Trust. A Certified General Real Estate Appraiser and licensed agent, Matt manages a multimillion-dollar real estate portfolio. Matt’s interest in investing in real estate and other alternative assets led him to co-found Kingdom Trust.
Michael Fitzgerald
CEO, Digital Asset Custody Company (DACC)
Mike has over 20 years of financial services industry experience, holding senior positions in Prime Brokerage as a Managing Director at both Morgan Stanley and JP Morgan. Most recently Mike was the Chief Operating and Compliance Officer of Ararat Capital.
Seth Altman
Director of Hedge Fund & Family Office MG Stover & Co.
Seth Altman is the Director of Hedge Funds and Family Offices for MG Stover & Co. and joined the firm in August 2016.

He began his career at Deloitte & Touche in New York City where he audited banks, broker-dealers and alternative investment funds. In 2007, Mr. Altman was hired by the multi-billion-dollar hedge fund Glenview Capital Management as a staff accountant in their finance department. He ventured back to public accounting in 2009 becoming an audit manager at Rothstein Kass. In his time at Rothstein Kass he was an integral part of improving the best practices and the integration of the Denver RK and KPMG Offices. In 2015, Mr. Altman joined Lazarus, a hedge fund based in Denver, as their Chief Financial Officer. At Lazarus, he was in charge of the day-to-day operations of the funds and general partner/management company.
Lewis Chong
Partner, Harneys
Lewis is a partner in Harneys’ Investment Funds Department. He advises on a variety of Cayman Islands and British Virgin Islands funds matters, including advising United States, European and emerging markets managers on the establishment of new funds and the restructure of existing funds as well as advising managers and funds subject to, or affected by, litigation. 
 
He spends most of his time in North America and is based in Vancouver, British Columbia. He is admitted to practice Cayman Islands and British Virgin Islands law and has also been issued a practitioner of foreign law permit by the Law Society of British Columbia in Canada. Lewis is the only person practising Cayman Islands and British Virgin Islands law in the Pacific time zone. 
 
Lewis is also a senior editor of The Offshore Funds Blog, a Harneys blog dedicated to explaining how offshore funds work and why investment managers use them. Lewis is recommended by IFLR 1000 and Legal 500.
Karl Cole-Frieman
Co-Managing Partner, Cole-Frieman & Mallon LLP
Prior to co-founding Cole-Frieman & Mallon LLP, Karl Cole-Frieman was General Counsel and Chief Compliance Officer of Standard Pacific Capital, LLC ("Standard Pacific"), an SEC registered hedge fund manager in San Francisco with offices in New York, Hong Kong, and a sub-advisor in Tokyo. In addition to managing the Legal and Compliance Departments at Standard Pacific, Karl was also responsible for Human Resources, IT, General Administration, as well as certain operations and strategic matters for Standard Pacific's credit strategy. Before joining Standard Pacific, Karl was Associate General Counsel of Sagamore Hill Capital Management, L.P., a multi-strategy hedge fund in Greenwich, Connecticut, with an office in London. Prior to that, he was Vice President and Associate General Counsel at JPMorgan Chase & Co. ("JP Morgan"), where he was lead counsel for Loan Trading and Distressed Debt, and actively involved in the Loan Syndications and Trading Association. During his tenure at JPMorgan and predecessor firm, Hambrecht & Quist, Karl also supported the M&A, Corporate Finance and Private Equity Groups. He began his career in 1997 as an Associate in the Litigation Department of Shearman & Sterling.

Karl lives with his wife, Wanda, and twins, Isaac and Taylor, in Oakland, CA, where he enjoys running and biking, and is a Crossfit Level 1 Trainer.
Will Coleman
Director of Technology Advisory Services, Cohen & Company
Will specializes in providing coordination and oversight of audit plans, as well as training for audit managers, staff and seniors involved with cryptocurrency funds. Will’s diverse client base includes hedge funds, fund of funds, offshore funds and private equity funds.

With a career spanning more than 20 years, Will serves as a technology consultant to clients on issues ranging from information technology security and controls, to big data and artificial intelligence, to cryptocurrency funds. He leads the team that designs customized systems for clients, including producing investment portfolio statements, creating Schedule K-1 packages and checking transactions for conflicts of interest to support Section 206(3) of the Investment Advisers Act of 1940.

In the cryptocurrency space, Will has been instrumental in helping the firm design and implement programs to audit and support these specific funds. He also works with cryptocurrency managers and their service providers to help ensure their operations are set up properly from a technology and controls perspective. Will’s experience and insight on cryptocurrencies has allowed him to become a regular presenter to advisers, institutional investors and family offices on topics that include operational issues for cryptocurrency funds, bid data, artificial intelligence and data privacy.
Bart Mallon
Co-Managing Partner, Cole-Frieman & Mallon LLP
Mr. Mallon is a Co-Managing Partner and co-founder of Cole-Frieman & Mallon LLP, a boutique law firm focused on the investment management industry.  The firm provides comprehensive legal support to investment managers and the practice supports both emerging and well established managers.  Mr. Mallon’s practice is focused on the legal, regulatory and compliance aspects of launching pooled investment vehicles domestically and offshore.  He also works with established managers on all aspects of their business including counterparty documentation, investor matters, employment and routine business matters.  Many firm clients are focused on non-traditional strategies including investment in the cannabis sector, use of AI in a trading strategy and investment into cryptocurrency and other digital assets.

In addition to regular speaking engagements, Mr. Mallon also created and maintains the prominent industry legal blog – Hedge Fund Law Blog.   Mr. Mallon has a BA from the University of Washington and a JD from Emory University School of Law and lives in San Francisco.
Corey McLaughlin
Co-President, Investment Industry Services, Cohen & Company
As co-president of Cohen & Company’s Investment Industry Services Division, Corey is responsible primarily for strategy and development of the private funds practice, including profitability, growth, training and retention, and strategic and tactical initiatives.

Corey also works directly with clients in the investment industry to provide accounting, auditing, investors’ representative, attestation and consulting services to a wide variety of entities. His clients include commodity pools, hedge funds, commodity trading advisors, investment advisers, introducing brokers and other operating entities. Corey also has significant expertise auditing and consulting funds that trade cryptocurrencies. Corey currently serves as the Treasurer for the Mid-Atlantic Hedge Fund Association, and is a frequent presenter on alternative investment topics.

In 2011 Corey was awarded the SmartCPA distinction, which recognizes enterprising accountants for their leadership, accomplishment, innovation, and success. Corey graduated from Towson University in 1996 with a B.S. in Accounting. He is a Certified Public Accountant with the rights to practice in numerous states. He is a member of MACPA and AICPA.
Matt Stover
CEO, MG Stover & Co.
Matt Stover founded MG Stover & Co. in 2007 after many years of public accounting with PricewaterhouseCoopers LLP and Spicer Jeffries LLP.  During his public accounting career, Matt provided audit and tax services to a diverse client base including large multi-national billion dollar companies as well as the million dollar start-up funds. Matt’s audit experience was primarily focused on the securities industry; hedge funds, private equity, commodity pools, mutual funds, broker-dealers, and investment advisors. He managed all phases of the audit engagements including planning, budgeting, supervision, review and preparation of financial statements.

Matt graduated from the University of Wisconsin-Madison with a BBA in accounting and earned a certificate in international business from Thames Valley University in London, England. He is a Certified Public Accountant and holds a FINRA Series 27 license. Matt is also a member of the American Institute of CPAs (AICPA) and a Director for Help For Children.
Cynthia Pedersen
Cohen & Co
Cynthia communicates with clients daily regarding their complex tax questions on investment strategies and how those strategies may fit into their long-term goals. Her areas of specialty include taxation of hedge funds, international tax compliance, tax compliance for tax-exempt organizations and ultra-high-net-worth estate succession planning. Cynthia’s background as an attorney, and specifically as an estate planner, makes her a vigilant advisor when it comes to tax issues for high-net-worth individuals considering changes to their business structures and investments. In addition, she is responsible for firmwide tax research pertaining to a broad range of issues that influence alternative investment fund managers and investors. Cynthia is also actively involved in the firm’s Cryptocurrency Practice.
Past Keynote Speakers
John Howard Burbank, III
Founder & Chief Investment Officer Passport Capital, LLC
Mr. John Howard Burbank, III serves as the Founder and Chief Investment Officer at Passport Capital, LLC, which he founded in August 2000. He received his MBA from the Stanford Graduate School of Business and earned his BA in English Literature from Duke University.
Mark W. Yusko
CEO & CIO, Morgan Creek Capital Management
Mark Yusko is the Founder, CEO and Chief Investment Officer of Morgan Creek Capital Management. Prior to forming Morgan Creek, Mr. Yusko was President, Chief Investment Officer and Founder of UNC Management Company, the Endowment investment office for the University of North Carolina at Chapel Hill, from 1998 to 2004. Throughout his tenure, he directly oversaw strategic and tactical asset allocation recommendations to the Investment Fund Board, investment manager selection, manager performance evaluation, spending policy management and performance reporting. Total assets under management were $1.5 billion ($1.2 billion in endowment assets and $300 million in working capital). Until 1998, Mr. Yusko was the Senior Investment Director for the University of Notre Dame Investment Office where he joined as the Assistant Investment Officer in October of 1993. He worked with the Chief Investment Officer in all aspects of Endowment Management.

Mr. Yusko received his Bachelor of Science Degree, with Honors, in Biology and Chemistry from the University of Notre Dame and a Master of Business Administration in Accounting and Finance from the University of Chicago. Mr. Yusko is an Advisory Board member of a number of private capital partnerships and alternative investment programs and has served as a consultant on alternative investments to a select group of institutions. Mr. Yusko is an Investment Committee member of the MCNC Endowment, President and Chairman of the Investment Committee of The Hesburgh-Yusko Scholars Foundation at the University of Notre Dame, and President and Head of the Investment Committee of the Morgan Creek Foundation.
Olaf Carlson-Wee
Founder and Managing Member, Polychain Capital
Past Speakers
Cory Johnson
Chief Market Strategist, Ripple
Cory is the Chief Market Strategist of Ripple. Prior to Ripple, Cory worked as a hedge fund portfolio manager at Kingsford Capital Management and journalist at Bloomberg and CNBC covering high-growth technology companies.

Earlier in his career Cory ushered in many startups, including theStreet.com, the Industry Standard, SLAM and Vibe magazines.
Marco Santori
President & Chief Legal Officer, Blockchain
Marco is the President and Chief Legal Officer of Blockchain, the world's largest wallet and leading software platform for digital assets. Known as the "Dean of Digital Currency Lawyers," Marco is a recognized authority in the law and policy of block chain technologies. As a Partner at both Cooley LLP and Pillsbury Winthrop, he counseled banks, broker-dealers, exchanges, wallets, payment providers, and other companies making new and exciting uses of distributed ledger technology. Marco counseled his clients primarily on the money transmission and securities laws, including anti-money laundering regulations.

Marco is an author of the SAFT Project Whitepaper, responsible for the first self-regulatory effort for token sales (also known colloquially as ICOs). He is an advisor to the International Monetary Fund, the Blockchain Ambassador to the State of Delaware, and was the Chairman of the Regulatory Affairs Committee of the Bitcoin Foundation. He has been quoted by Bloomberg, the Wall Street Journal, Forbes, Coindesk, Washington Post, The New Yorker, Wired, Entrepreneur.com and Crain's New York Business.
Jim Calvin
Deloitte
Jim Calvin has more than 30 years of experience specializing in financial transactions, compensation planning, wealth transfer, insurance products, corporate, partnership, and international taxation. He has been with Deloitte member firms in Boston, New York, Singapore, and Hong Kong. Calvin joined the firm in 1986 and has been a partner since 1995. He is the author of the forthcoming Bloomberg BNA Portfolio, “Taxation of Cryptocurrencies;” and the author of the RIA/WGL treatise, “Regulated Investment Companies.”
Mary Conway
Partner, Davis Polk
As a partner in Davis Polk’s Tax Department, Ms. Conway focuses on investment management matters, including the formation and operation of private equity funds, hedge funds, mutual funds and other pooled investment vehicles. Her practice includes partnership matters and international tax matters.
Ari Paul
BlockTower Capital
Ari Paul is co-founder and CIO of BlockTower Capital. He was previously a portfolio manager for the University of Chicago's $8 billion endowment, and a derivatives market maker and proprietary trader for Susquehanna International Group (SIG). Ari earned a BA in political science from the University of Pennsylvania, and an MBA from the University of Chicago with concentrations in economics, entrepreneurship, strategic management, and econometrics & statistics. Ari is a CFA charterholder.
Donald R. Wilson, Jr.
Founder and CEO, DRW
Donald R. Wilson, Jr. is the founder and CEO of DRW, a principal trading firm with more than 800 employees at its Chicago headquarters and offices in Austin, Houston, London, Montreal, New York and Singapore.  
Don started in the industry in 1989, focusing on capturing opportunities in the markets through technology, research and risk management, and founded DRW in 1992 while trading in the Eurodollar options pit at the Chicago Mercantile Exchange. DRW has since expanded into real estate investment, venture capital and cryptoassets.

Don is an influential leader in the financial futures industry and in 2010 founded the FIA Principal Traders Group. He is co-founder and board member of Eris Exchange, a designated contract market which trades an interest swap futures contract, and is the co-inventor of the Eris Exchange’s intellectual property. He is co-founder and board member of Digital Asset Holdings, a company which leverages distributed ledger technology to improve the settlement of financial instruments.

An early adopter in cryptoassets, DRW established Cumberland as a bitcoin trading desk in 2014. Today, Cumberland is one of the world’s largest providers of liquidity in all cryptoassets and a leader in the crypto ecosystem.

Don holds an undergraduate degree in economics from the University of Chicago, where he is now a trustee. He also sits on the board of the Ann & Robert H. Lurie Children’s Hospital of Chicago Foundation. An avid competitive sailor, Don is the founder of the Chicago Match Race Center and served as chairman of the Louis Vuitton America’s Cup World Series Chicago.
Kirstan Barnett
Element Capital Group
Kirstan Barnett is co-founder of Element Capital Group, LLC, a full-service advisory company for the digital asset economy, and Chief Operating Officer and a member of the Investment Committee Element Digital Asset Management LLC, advisor to the Element Digital Funds. Ms. Barnett has over twenty years of executive experience in corporate finance, asset management, emerging markets and the start-up company space. For over a decade she was the partner of a top-tier SEC registered hedge fund with over $10 billion aum and in institutional investor base. As its first General Counsel, she built out its legal and compliance structure, directed all regulatory and media matters, led high-stakes litigation teams and initiated an operational risk infrastructure review. An active early stage investor, Ms. Barnett serves on the Investment Committee of Castor Ventures, an early stage venture fund focused on investments affiliated with her alma mater, Massachusetts Institute of Technology. She is the Founder of SheGives, a philanthropic foundation focused on effective altruism. Ms. Barnett holds a BA from the University of New Hampshire, a JD from Georgetown University Law School and an MBA from the Sloan School of Management at MIT.
Michael Bucella
Partner & Global Head of Strategic Partnerships, BlockTower Capital
Michael Bucella is a Partner and Global Head of Strategic Partnerships for BlockTower Capital, a leading institutional cryptocurrency investment firm bringing professional trading and portfolio management to an emerging digital asset class.

Prior to BlockTower, Michael spent nearly a decade with Goldman Sachs. He joined Goldman Sachs in 2008 as part of the Firm’s Asset Management division (GSAM), where he focused on investment strategies, markets and institutional investors globally. Most recently, Michael worked in the Securities Division where he ran the Multi-Asset Sales & Trading business in Canada and led efforts to expand this strategy globally. Previous to this role, he led the Institutional Global Equities business, also in Canada.

Michael earned a BS in Finance, Economics & Accounting from Fordham University. He is a member of Fordham University’s President’s Council and involved in multiple charitable organizations, with recent philanthropic endeavors involving several independent trips to aid the relief efforts in Puerto Rico.
Bobby Cho
Global Head of Trading, Cumberland
Bobby Cho is the global head of trading at Cumberland , a DRW Company, and one of the largest liquidity providers in cryptocurrencies. Previously, Bobby was director of trading at itBit Trust Company where he was responsible for their crypto asset trading and custody business. Prior to his role at itBit, Bobby was vice president of trading and a municipal securities principal at Digital Currency Group (f/k/a SecondMarket) where he assisted in the creation of one of the first cryptocurrency broker-dealers. Bobby is also a mentor to Plug and Play, a Sunnyvale based global innovation platform. He is a graduate of Villanova University.
Lee Schneider
Debevoise & Plimpton
Lee A. Schneider is global General Counsel at Block.One, the world’s largest blockchain developer and author of the EOSIO software. Schneider is responsible for all of the company’s legal affairs and will be involved in its proactive regulatory and compliance initiatives.

He joined Block.One after leading the blockchain practices at two major international firms, most recently McDermott Will & Emery. While at McDermott, Lee led both the Fintech and broker dealer practices.

Lee has been recognized as one of the leading voices in blockchain related regulation and compliance, and has played a role in structuring several of the largest and most successful blockchain-related projects.

Schneider co-hosts Appetite for Disruption, a bi-weekly FinTech podcast with former SEC Commissioner Troy Paredes, and has contributed to the global-leading guidance, “A Securities Law Framework for Blockchain Tokens” developed by Coinbase.

Mr. Schneider holds a Juris Doctor degree from American University’s Washington College of Law and a Bachelor’s Degree in Economics from the University of Michigan.
Julie Kim
General Counsel & CCO, Passport Capital
Ms. Kim serves as the General Counsel and Chief Compliance Officer of Passport Capital, an SEC-registered investment adviser based in San Francisco. She oversees all legal and compliance matters for the firm. Before joining Passport, Ms. Kim practiced with the law firms of Simpson Thacher & Bartlett LLP and Davis Polk & Wardwell LLP. Ms. Kim’s practice focused on representing hedge funds, private equity funds and registered investment advisers.

Ms. Kim graduated from Cornell Law School where she earned a J.D., cum laude, and was an Editor of the Cornell Law Review. She earned her B.A. in Philosophy with Distinction in All Subjects from Cornell University. She is a member of the State Bar of California and the State Bar of New York.
Tara Bogard
Kingdom Trust
Tara Bogard has over 15 years of experience in the customer service industry. Her passion for helping others is the driving force behind her hard work and dedication. At Kingdom Trust, Tara specializes in developing and implementing growth opportunities within and between organizations and new business strategy and solutions.
Alexander Pack
Director, Bain Capital Ventures
Alexander is a Director at Bain Capital Ventures, where he founded and leads its Network Investing initiative to invest in experimental finance opportunities and disruptive fundraising models. He invests in cryptoassets, investment funds, and technology startups across sectors.

Previously, Alexander was a Partner at AngelList and began his investing career at Arbor Ventures, an Asia-based early stage VC firm, where he started its blockchain practice.
Laura Shin
Crypto Journalist
Laura Shin hosts the crypto-focused podcasts Unchained: Big Ideas From the Worlds of Blockchain and Cryptocurrency and Unconfirmed: Insights and Analysis From the Top Minds in Crypto. Formerly a senior editor at Forbes, she was the first mainstream journalist to cover crypto full-time.

She graduated Phi Beta Kappa with Honors from Stanford University and has a master of arts from Columbia University’s School of Journalism.
Nolan Bauerle
CoinDesk
Nolan Bauerle is the director of research at CoinDesk. His work with Bitcoin and blockchain technology began in 2013 after convincing the Canadian Senate Banking Committee to study Bitcoin, helping select witnesses, and drafting the report. As the report was tabled in Parliament, it was simultaneously hashed into Bitcoin’s blockchain.
Sara Silverstein
Executive Editor, Business Insider
Sara is the host of Business Insider's cryptocurrency show "the bit" and co-host of Business Insider's "The Bottom Line." You can also see Sara on CNBC's "The Filthy Rich Guide".

Sara has an MBA from the University of Chicago Booth School of Business with a concentration in analytical finance and a bachelor's in mathematics from the University of Colorado.

Before joining Business Insider, Sara worked as a producer for Bloomberg Television. Prior to that she spent five years as a senior portfolio analyst at a hedge fund.
Michael Sonnenshein
Managing Director, Grayscale Investments
Michael Sonnenshein joined Grayscale Investments in January 2014. As Managing Director, he is responsible for overseeing the daily operations and growth of the Grayscale business, spanning sales, operations, product development, and investor relations. With $2+ Billion in assets under management, Michael is responsible for maintaining many of the firms’ key client relationships including family offices, hedge funds, and other institutions as well as forming strategic partnerships and evaluating service providers.

Prior to joining Grayscale, Michael was a financial advisor at JP Morgan Securities, covering HNW individuals and institutions. He also worked in a similar capacity at Barclays Wealth, providing coverage to middle-market hedge funds and institutions. Michael earned his Bachelor of Business Administration from the Goizueta Business School at Emory University and his Master of Business Administration from the Leonard N. Stern School of Business at New York University. He holds his Series 7 and 66 licenses.
Bá Minuzzi
Co-Founder & Managing Partner AUSUM Ventures
Bárbara is a former real-estate entrepreneur and financial advisor to UHNW families in Brazil. She has singlehandedly raised over $250M for real estate and high tech companies in Latin America and the United States, and co-manages over $200M in assets through private banking. 

Bá is best known in the tech industry as the founder of BABEL Ventures, the first venture firm in Silicon Valley to have a Latina as founder and solo GP, with a $30M early stage fund focused in biotech. She has been lauded her for "Breaking all the rules" and "Rocking male-dominated Silicon Valley" by various mainstream publications. Bárbara is based in SF, where she leads BABEL Ventures and recently partnered up with Jeremy Gardner, together they co-founded Ausum Ventures with their first fund being: Ausum Blockchain Fund - focusing on social change through blockchain technology.
Adam White
Coinbase
Adam White is the Vice President and General Manager of GDAX, the largest digital currency exchange in the U.S. In this role he is responsible for day-to-day operations and leading the strategic direction of the business.

Adam previously worked as a consultant at Bain & Co. and served as an officer in the United States Air Force. Adam has testified before Congress as an expert witness in the payments space and holds an MBA from Harvard Business School and a BS in Optical Engineering from the University of California, Davis.
Marcos Veremis
Managing Director, Cambridge Associates LLC
Marcos is currently a Managing Director in Cambridge Associates’ Arlington, VA office after working in the firm’s Boston and London offices for over 10 years. Marcos works mainly with endowments and foundations and has expertise in constructing customized alternative investment portfolios including hedge funds and venture capital. He is also coordinating the firm’s research in the crypto/blockchain space.
 
MBA, Columbia Business School
MA in Quantitative Methods in the Social Sciences, Columbia University
BA in Philosophy, Politics and Economics (PPE), Oxford University
Matthew Johnson
Co-Founder & Head of Product, Digital Asset Custody Company
Matthew is the Co-founder and Head of Product at Digital Asset Custody Company. He is a finance and technology executive with twenty years experience in technology leadership. Matthew has co-founded several technology startups with focuses as varied as fin-tech, human resources, and games. In addition to more entrepreneurial pursuits, he has worked with some of the largest hedge funds in the world revolutionizing their technology stacks. Prior to co-founding DACC Matthew worked in technology leadership roles at York Captial Management, Hazeltree, Trafelet & Company, Bank of New York, and Microsoft.
Spencer Bogart
Blockchain Capital
Spencer Bogart is a Partner at Blockchain Capital, the General Partner of Blockchain Capital’s venture funds. Spencer is a fundamental investment analyst with a rare combination of deep experience analyzing cryptocurrencies as well as traditional equity opportunities.

Prior to joining Blockchain Capital, Spencer was a Vice President at Needham & Company, where he authored Wall Street’s first industry report highlighting the use-cases, companies and potential of blockchain technology. He was also the most active Bitcoin analyst on Wall Street writing detailed reports and research on Bitcoin’s fundamental value proposition, price forecast, and technical advancements. Aside from leading all research efforts related to Bitcoin and Blockchain during his time at Needham & Company, Spencer also covered public SaaS, FinTech, and Internet companies, authored reports on those sectors, and issued price targets on companies under coverage.

Prior to Needham & Company, Spencer cut his teeth in the startup world where he helped build a first-of-its-kind proprietary research platform for analyzing Exchange Traded Funds (ETFs), which was later acquired by FactSet.

Given his rare combination of skillsets and history of actively publishing reports, Spencer is widely cited throughout the Bitcoin and Blockchain industry and is a regular speaker at industry and startup events. Spencer is a Chartered Financial Analyst (CFA) and earned his B.A. in Business Economics from University of California, Santa Barbara.
Michael Dunworth
CEO, Wyre
Michael has been involved in the digital asset space since 2012. He's currently the co-founder & CEO of Wyre Payments. Currently the largest cross-border payments platform built on top of the blockchain. Having processed over $1B in payments in their first 18 months, Wyre derives their FX through trading algorithms and crypto liquidity pools in multiple geographies. Delivering efficiencies in the speed of settlement, price, and transparency. Wyre feeds their liquidity by providing one the leading OTC trade desks for the private equity market, asset managers, exchanges, and hedge funds.

Michael additionally serves as a soundboard for a number of companies & platforms, that are aiming to adapt themselves to this innovative industry.
Gary DeWaal
Katten Muchin Rosenman
Gary DeWaal focuses his practice on financial services regulatory matters. He counsels clients on the application of evolving regulatory requirements to existing businesses and structuring more effective compliance programs, as well as assists in defending and resolving regulatory disciplinary actions and enforcement matters. Gary also advises buy-side and sell-side clients, as well as trading facilities and clearing houses, on the developing laws and regulations related to cryptocurrencies and digital tokens.

Previously, Gary was a senior managing director and group general counsel for Newedge, where he oversaw the worldwide Legal, Compliance, Financial Crimes Prevention (including AML) and Regulatory Developments departments. He also worked for the US Commodity Futures Trading Commission's Division of Enforcement in New York. For several years, Gary taught a course in derivatives regulation as an adjunct professor at Brooklyn Law School. He currently serves as a practitioner faculty and mentor for the State University of New York Buffalo Law School’s New York City Program on Finance & Law.

Gary is frequently quoted in the media for his thoughts on the international financial services industry and has published numerous articles on futures and securities industry issues. He regularly lectures or appears as a speaker at futures and securities industry conferences or in training sessions for international regulators. Gary is the sole author and publisher of Bridging the Week, a blog addressing issues in the financial services industry.
David Byrd
Americas Blockchain Assurance Research Lead, Ernst & Young LLP
David is EY’s Blockchain Assurance Research Lead in the Americas.

He is a member of the Financial Services Office audit practice in San Francisco, where he has served asset management clients such as hedge funds, private equity and venture capital firms. David has recently developed an expertise around audit and compliance procedures as they relate to funds and exchanges dealing in cryptocurrency.

Before working in industry, he received his PhD from the University of California, Davis in Philosophy with a focus in cognitive science, teaching courses such as Minds, Brains, and Computers. David also taught for Santa Clara University and the University of San Francisco, where he received his Bachelors in Accounting. David is a Certified Public Accountant licensed in the state of California.
Alan Kostrinsky
PwC
Alan is a Director in PwC’s Financial Services Practice working in the Capital Markets/Technology team. He has 25 years of experience working in industry on sales, business development and project management and has been working on Regulation SCI implementations and reviews for exchanges, industry utilities and large ATS broker dealers.
Robert Dykes
CEO & Co-Founder, Caspian
Robert has served as Tora CEO for the past 14 years. Prior to that Robert spent eleven years in the enterprise software and high-tech industry in Europe, North America, and Asia. Robert has held executive management positions in several start-up and early stage software companies including WebPartner, a software provider of corporate testing applications, and AudioSoft, a software services company providing online music licensing solutions, which was sold to Macrovision Corporation (NASDAQ: MVSN). Robert started his career at Deloitte working in various positions in audit, consulting and mergers & acquisitions groups. Robert holds a B.A. in Economics from Princeton University.
Sarah Davidoff
Partner, Ropes & Gray
Sarah Davidoff is a partner in the firm’s asset management practice and a co-head of Ropes & Gray’s Client Program. The world’s largest and most well-known alternative investment managers turn to Sarah for proactive and strategic counseling on issues relating to the formation, structure and operation of their funds. She has particular experience developing first-of-their-kind funds for clients focused on investing in cryptocurrencies. She designs and implements these bespoke investment vehicles, while also navigating the complex, evolving, and often competing regulatory and compliance environment.

In addition, Sarah works with institutional and independent sponsor hedge funds, private equity funds and other alternative asset managers on a variety of matters, including spinouts, reorganizations, seed transactions, hybrid and novel fund structures, structuring compensation and profit-sharing arrangements, designing customized investment vehicles, and launching innovative fund products.
Jonathan Sands
Founder and Managing Partner, Artist Capital
Jonathan Sands is the Founder and Managing Partner of Artist Capital, a NYC-based technology merchant bank. Over the last two decades, Jonathan has launched and helped scale alternative investment firms that now manage north of $11 billion dollars in the venture, growth equity, hedge fund, and cryptocurrency spaces. In addition to bringing institutional backing to entrepreneurial investment platforms, Jonathan has a premier track record of scaling best ideas with financial sponsors. An avid technology investor, both personally and through his affiliated direct investment vehicle, some of Jonathan’s investments include Multicoin, MetaStable, Filecoin, Wish, Grab, Coupang, Aaron’s, Oyo, and MagicLeap. Jonathan also acts as an advisor to the world’s first cryptocurrency index fund, Bitwise.

Jonathan received his MBA from the University of Cape Town, South Africa and pursued postgraduate studies at The Anderson School at UCLA. He also has a Bachelor's degree from Davidson College with studies at St. Edmund Hall, Oxford University.
Dan Matuszewski
Circle

Sponsors

Founding Symposium Sponsors
Cole-Frieman & Mallon LLP, headquartered in San Francisco, is a premier boutique investment management law firm, providing top-tier, responsive, and cost-effective legal solutions for financial services matters. The firm has been instrumental in structuring the launches of some of the first cryptocurrency hedge funds and provides a full suite of legal services to the cryptocurrency community including: fund formation, regulatory compliance and consulting, counterparty documentation, seed deals, due diligence, employment and compensation matters, and routine business matters. The firm also publishes the prominent Hedge Fund Law Blog which focuses on legal issues that impact the hedge fund and cryptocurrency community.

http://www.colefrieman.com

In 2017 Arthur Bell merged with Cohen & Company to support the entire investment community and to solidify our position as a top provider of audit, tax and advisory services for public and private funds. Before the crypto boom when other firms were uncertain about the viability of digital assets, Cohen & Company was in the unique position—with in-house cryptography experience and investment industry expertise—to roll up our sleeves and be one of the first accounting firms to establish controls and processes required to effectively work in this evolutionary sector of alternative investments. By working with over 85 cryptocurrency funds, we have significant and particular expertise with digital asset exchanges and ICOs. Our client base also includes hedge funds, commodity pools, private equity, mutual funds, exchange traded funds, investment advisers, fund service providers, high net worth individuals, trusts, and foundations.

http://www.cohencpa.com

MG Stover & Co is a full service fund administration firm built by former auditors and fund operators to deliver world class solutions to the global alternative investment industry. By partnering with our clientele, we become an institutional extension of their management team while delivering a boutique experience. We empower investment managers by reducing their operational cost, enhancing their reporting capabilities and exceeding investor expectations. MG Stover & Co has proven expertise in customizing administrative solutions for our clients and executing our responsibilities with the highest standard of service and integrity.

http://www.mgstover.com

Harneys is a leading international offshore law firm. Our investment funds practice advises on all aspects of the life of a Cayman or BVI fund including formation, restructuring and closure. We pride ourselves on being able to offer bespoke services to our clients whether institutional or boutique managers. Our size, collegiate atmosphere and flexible teams allow us to work across departments and offices. We do the work in the location that is most suitable to the client, and are able to provide time zone and language-appropriate service to clients around the world. Our funds team also publishes The Offshore Funds Blog which explains how offshore funds work and why investment managers use them.

http://www.harneys.com

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Venue

The St. Regis San Francisco

We are pleased to host our 3nd CoinAlts Fund Symposium at the luxurious St. Regis San Francisco

The St. Regis San Francisco

125 3rd Street
San Francisco
California 94103
415-284-4000

Register

Pricing for investors / managers / students

$300
Early bird pricing per person

$500
After 8/24/2018 pricing per person

Register Now
Pricing for service providers

$950
Early bird pricing per person

$1,200
After 8/24/2018 pricing per person

Register Now

Cancellation Policy: We refund 50% of the registration fee, after deducting any service charges, through the end of Thursday, September 6, 2018

Contact Us

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We look forward to seeing you at CoinAlts Fund Symposium!
If you have any questions, please email us at Info@CoinAltsFundSymposium.com.