2021
Digital Securities & Tokenization Summit
The post Digital Securities & Tokenization Summit 2021 appeared first on crowdfund.direct.
]]>About the Summit
The World Economic Forum predicts that 10% of the global GDP (approx. $7.8 trillion) will be stored on the blockchain in less than 10 years.
The summit is targeted towards bankers, lawyers, brokers, investment fund managers, asset managers, real estate developers, and other people from the financial industry. The purpose of the summit is to inform and inspire delegates about new opportunities with blockchain technology in the financial industry and in particular with tokenization of securities and assets.
The financial industry is transitioning over to a blockchain-based infrastructure where securities will be digitized and represented as tokens on the blockchain. This will result in a much more efficient, cost-effective, and error-resistant infrastructure, where processes related to issuance, trading, and settlement can be digitized and automated to a much larger degree. Due to the built-in consensus and trust in the blockchain, intermediaries that provide guarantees of ownership and value are no longer necessary to the same degree and will have to find new business models in order to survive.
The summit will be a mix of entertaining speakers informing both about actual current implementations and their value proposition, as well as future visions provided by industry experts that can help guide business strategy for years to come.
Make sure you are at the forefront of this financial revolution, join the Digital Securities and Tokenization Summit!
Facilitated networking and matchmaking
We facilitate networking using an app that speakers, attendees and sponsors/partners can join about 3 weeks before the event begins. This is your chance to build your network and find new business and investment opportunities. We will facilitate scheduled meetings and in-app chats.
Our app will be live for a full week after the conference as well.
Virtual Conference
Date
May 19th. – 20th. 2021
Conference Program & Videos
Decentralized Finance
Day 1, May 19th 2021
Track 1: Tokenization Basics
Hosted by: Jenny Q. Ta
Founder & CEO at DigiShares.
Expert in blockchain business models.
Topic: Blockchain and Tokenization for Dummies with Practical Use Cases.
Claus Skaaning, CEO of DigiShares, will review current trends and learnings in the tokenization industry, with a particular focus on the value proposition for real estate and large physical assets.
Topic: Blockchain and Tokenization for Dummies with Practical Use Cases Claus Skaaning
About Claus
PhD in computer science. Has worked as a researcher and technical lead for Hewlett-Packard, before founding his first company, Dezide, a software company with focus on Artificial Intelligence for diagnostics and troubleshooting. After heading Dezide as CEO for 12 years, Claus left and started new companies, including Sales on Tap, a sales and exports consultancy company, while also taking part in many other ventures. Claus has extensive experience with developing and managing incubators, being employed in the Aalborg University Innovation incubator, an incubator that accepts and helps around 80-100 startup companies every year.
Founding Partner of Security Token Group, CEO at Security Token Market.
Topic: Tokenization Industry Trends and Forecast
About Kyle
Kyle is an entrepreneur, advisor, and investor. He has developed a unique perspective through working with digital securities since late 2017 and has spoken around the world as a thought-leader in the security token space since its inception.
Topic: Tokenization industry trends and forecast Kyle Sonlin
He co-founded Security Token Group as a result of working directly with issuers leveraging private securities exemptions, and currently leads the marketing and advertising platform, Security Token Market. As CEO of Security Token Market, he has built the largest ecosystem of security token offerings worldwide and developed a community of thousands of users who actively engage with the hundreds of offerings on the platform, participate in sourcing market data, and collaborate to improve the legitimacy of the industry as a whole. He is also a host of the Security Token Show, a weekly podcast breaking down the latest industry trends and market movers around the world to thousands of dedicated listeners, published each Tuesday on Youtube, Spotify, and Apple Podcast.
Faculty & Co-Founder Blockchain at UCLA
Topic: Tokenization Basics and Overview
About Alex:
Alex Nascimento, MA, MBA is a best-selling author and Blockchain faculty at UCLA where he lectures on Blockchain Business Applications and Security Tokens.
Topic: Tokenization basics and overview Alex Nascimento
In addition to his role of Managing Director of 7CC – Blockchain Investments, a company focused on supporting & fostering the Blockchain industry, Mr. Nascimento wrote the book; The STO FINANCIAL REVOLUTION uncovering regulated & compliant fundraising via Blockchain. Alex got his MBA from UCLA Anderson School of Management and has developed training, marketing & blockchain strategies for companies in the United States, EU, Latin America, and Asia. Alex can be found lecturing at UCLA and speaking at main Global Blockchain conferences and Corporate events demystifying securities issuance, business applications and investments in blockchain for corporate leaders, students and entrepreneurs.
Chief Product Officer at Polymath
Keynote: Polymath Tokenization Perspective, Strategy and Visions for the Future
About Thomas:
Thomas leads the Product Strategy, Product Management and Product Marketing teams across Polymath’s product portfolio.
Keynote: Polymath tokenization perspective, strategy and visions for the future Thomas Borrel
Prior to joining Polymath, Thomas was Director of Product Management at Extreme Networks where he led Extreme’s Software and Cloud offerings. Prior to Extreme Networks, Thomas was VP, Business Development & Strategic Alliances at BlueCat Networks. Thomas holds a master’s degree from Toulouse University.
Managing Partner at Sustany Capital
Topic: The Tech Investor view on Tokenized Fungibles & Non-Fungibles
About Christian:
Christian Kameir is a managing partner at Sustany Capital, a thesis-driven venture capital firm investing in decentralized finance, money, and legal technologies.
Topic: The tech investor view on tokenized fungibles and non fungibles Christian Kameir
Chris has been a tech entrepreneur since the internet dial-up days and led the merger of two of the earliest internet service providers in Europe. In 2000 he moved to California to start a technology venture fund. Chris studied classical literature, is certified in neurolinguistic programming, and a graduate of Muenster’s School of Law. He is a board member at OpenTravel, and lectures at Harvard and The Frankfurt School of Finance and Management. Chris writes and speaks on topics ranging from high-tech investing to decentralized finance, identity and blockchain.
Panel 1: Tokenization Industry Present & Future
Panel participants: Thomas Borrel, Alex Nascimento, Kyle Sonlin, Christian Kameir
Moderator: Jenny Q. Ta
Head of Institutional Business, Aave
Topic: Real Estate Backed Tokens as Collateral
About Ajit:
Aave is the world’s leading DeFi liquidity protocol. Decentralised finance creates significant opportunities for financial institutions to enhance market transparency, market efficiency, financial inclusion and systemic risk reduction for consumers worldwide.
Topic: The tech investor view on tokenized fungibles and non fungibles Christian Kameir
Ajit leads institutional growth, strategy and partnerships for Aave to enable institutions to participate in decentralised finance. Prior to embarking on his crypto career, Ajit served in front, middle and back office roles at Goldman Sachs, Barclays, Credit Suisse and UBS.
FIBREE co-founder, board member and regional co-chair in the Netherlands.
Topic: FIBREE Market Overview
About Jo:
Jo Bronckers has a professional background in real estate. He worked for Dutch institutional real estate investors, asset managers and real estate banks before he decided to start his own consultancy company for business development at the intersection of real estate process optimizing and applying technology.
Topic: FIBREE Market Overview Jo Bronckers
Jo is co-founder in 2018 and at present vice-president of the executive board of the Foundation for International Blockchain and Real Estate Expertise (FIBREE, www.fibree.org). At FIBREE he is developing a Unique Object Identification (UOI)-concept for enhanced real estate data-exchange and aggregation. With FIBREE Jo is an active member in different working groups of INATBA. In 2020 Jo became member of the inaugural board of E-CREDA, the European Commercial Real Estate Data Alliance. Further he is advisor to several startups in the realm of blockchain and real estate.
Founder | CEO of RedSwan
Topic: RedSwan CRE Marketplace
About Edward:
Ed Nwokedi is a Capital Markets Executive with emphasis in sales and transaction negotiation/execution of premium commercial real estate investment assets for private equity and institutional clients.
Topic: RedSwan CRE Marketplace Edward Nwokedi
Todate Mr. Nwokedi has performed over $3 billion in transactions in his brokerage career earning top producer status with leading companies like Cushman and Wakefield and Colliers International. Nwokedi furthered his career into FinTech , founding RedSwan CRE and becoming the leading US marketplace of tokenized CRE products available to accredited investors. Specialties: negotiation expert in creating and executing new opportunities, contracts, debt structuring, asset valuations, urban development feasibility analysis,real estate portfolio consultation , asset liquidity resolution management, CRE Blockchain /Tokenization leader, innovator and industry catalyst. Primary mission is to create increased opportunity access, affordability and investment liquidity for everyone.
Chairman of The Board
Topic: Faer Isles Distillery – A Case Study
About Christian
Serial entrepreneur Christian Grahn, Founder and Chairman of the board at Faer Isles Distillery and CEO of Keel Solution.
Topic: Faer Isles Distillery – A Case Study Christian D Grahn
Claudiu Buda
Co-Founder at Genius Estates.
Topic: Genius Estates: The Future of Real Estate Tokenizatio
Topic: Faer Isles Distillery – A Case Study Christian D Grahn
Panel 2: Real Assets Tokenization
Panel Participants: Ajit Tripathi, Jo Bronckers, Edward Nwokedi, Christian D. Grahn, Claudiu Buda
Moderator: Kristian T. Sørensen
SIX Digital Exchange
Topic: The SIX Strategy for Bringing Liquidity to the Market
About Tim:
Tim Grant is the Head of Business of the SIX Digital Exchange (SDX) which is looking to become the world’s first fully regulated institutional digital asset exchange and CSD.
Topic: SIX Digital Exchange Tim Grant
SDX is partnering with large financial institutions around the world to bring next generation of equity, debt, derivative and fund based digital assets into the capital markets. Before taking up the role at SDX he was Founder and CEO of DrumG Technologies, a product company and builder/operator of distributed ledger/blockchain technology applications and networks for the global financial services industry.Prior to this Tim was CEO of the R3 Lab and Research Center which is focused on bringing global financial institutions, established and startup technology companies, regulators and central banks together in a unique virtual and physical environment where new distributed ledger technologies and methodologies could be researched, evaluated and accelerated towards production. As part of this mandate Tim was also responsible for sales, sales engineering/pre-sales, investor relations and client relationship management for all R3 products and services.Prior to joining R3 Tim was a Managing Director at UBS O’Connor, a $6.5bn multi-strategy hedge fund, where he was Head of Quantitative Research, Head of Technology and was involved in investing in financial technology. Before this Tim was a Managing Director at Benchmark Solutions, a Warburg Pincus backed fintech startup. Prior to that Tim was a Managing Director at UBS AG in various positions including reporting directly to the Group Executive Board during the global financial crisis as well as running the UBS Delta Americas portfolio solutions business within UBS Investment Bank.Tim has a MA in Materials Science and Metallurgy (First Class) from the Trinity Hall at the University of Cambridge and a MSc in Financial Engineering (Distinction) from the Birkbeck College at the University of London.
CMO Archax
Topic: Archax Perspective on Tokenization Industry Trends and Future Directions
About Simon:
Simon has over 30 years’ experience in global capital markets, having worked for trading technology and market data vendors in commercial and product-centric roles.
Topic: Archax perspective on tokenization industry trends and future directions Simon Barnby
Most recently, Simon has consulted with small and start-up companies in the FinTech space, in particular blockchain firms. Prior to this, he was Global Marketing Director at Fidessa Group for 14 years, where he was responsible for all positioning, branding, product and corporate marketing activities globally. Before this Simon also worked for Thomson Financial.
Simon has experience in both digital and traditional marketing, brand development, customer acquisition, go-to-market plans, strategy, entrepreneurship, business development, project management and international commerce. He has also been actively involved in the design, launch and support of trading systems across various asset classes.
Simon has a BSc (Hons) in Electrical and Electronic Engineering from Brunel University.
CEO of Blocktrade
Topic: Blocktrades Perspective on the Tokenization Market and why Regulation is not the Problem
About Bernhard:
Bernhard Blaha is the CEO of Blocktrade SA, a digital assets exchange based in Luxembourg that aims to be the go-to assets marketplace for everyone, striving to create wealth and joy for a global society.
Topic: Blocktrades Perspective on the Tokenization Market and why Regulation is not the Problem Bernhard
Prior to his position at Blocktrade, Bernhard Blaha worked in the blockchain industry for over 5 years, having been involved in the technology since its beginnings. As a board member of the Digital Asset Association Austria, he is always at the forefront of regulatory developments.
CEO of Blocktrade
Keynote: Enabling Private Markets Liquidity Through Digital Securities
About Solomon:
Solomon Tesfaye is the Vice President of Business Development and Capital Markets at tZERO where he spearheads tZERO’s effort to identify companies that are interested in raising new capital through security token offerings, tokenizing their existing cap tables to facilitate secondary liquidity and adopting tZERO’s technology in collaboration with tZERO’s regulated broker-dealer affiliates and partners.
Keynote: Enabling Private Markets Liquidity Through Digital Securities Solomon Tesfaye
Solomon brings more than a decade of combined experience in capital markets, technology and operations. Prior to tZERO, Solomon was an investment banker at Citi within the Industrial Coverage Group. He has worked as a seed-stage venture capital investor, held operations roles within the medical device setting and was co-founder of a web-based platform. Solomon received an M.B.A. from Cornell Business School and a B.S. from The University of California, Irvine.
Panel 3: Security Token Exchanges
Panel Participants: Bernhard Blaha, Solomon Tesfaye, Darius Liu, Simon Barnby
Moderator: Herwig Konings
Head of Institutional Sales, Trading, Custody, and Prime Services at Coinbase
Fireside Chat: Tokenization and a Digital Asset World
About Brett:
As an experienced business builder and innovator in Financial Services, Brett has accelerated revenue growth with institutional clients and mobilize FinTech companies.
Fireside with Coinbase Tokenization and a Digital Asset World
At Coinbase, Brett is making connections between finance 1.0 and the crypto economy. Coinbase is focused on the continued institutionalization of crypto. This includes continuing to expand the institutional client base, building out the coverage team, introducing new features and services that institutional investors expect, and continuing to educate the institutional community about crypto as an asset class and its role within a diversified portfolio.As the Global Head of Sales at Barclays, Brett hired and developed large teams while incubating and launching multiple lines of business. Brett pioneered the Digital role across sales & trading adopting new technologies and transforming existing platforms, including the creation of a digital bank prototype.Brett is currently on the Advisory Board of Eightfold.ai. helping them scale their AI based hiring and retention platform for Financial Services.In earlier experience, Brett held leadership roles in sales, trading, and structuring at JP Morgan, innovating credit derivatives and structuring platforms.
Co-Founder & Group CEO at Sygnum Bank
Topic: Reflection on Success Factors for Adoption of Bank-Grade Tokenization
About Mathias:
Prior to Sygnum Bank, Mathias was General Manager at RNT Associates, Mr. Ratan N. Tata’s personal investment platform, where he joined as first employee.
Topic: Reflection on Success Factors for Adoption of Bank Grade Tokenization Mathias Imbach
He led multiple venture capital and private equity investments and participated in Blockchain/ DLT related equity deals globally. Mathias started his career at Bain & Company where he led advisory projects for Private Equity Funds, Family Offices and Technology companies. He holds a PhD from the University of St. Gallen and a Master of Science from the London School of Economics (LSE).
Head Digital Corporate Finance & Asset Tokenization
Topic: SEBA Bank and our Vision of Tokenization, Liquidity and what the Future will Bring
About Matthew:Matthew Alexander is an expert in capital markets, investment banking, corporate strategy and principal investing, with 22 years of experience in the U.S., Europe, Latin America and Asia.
Topic: SEBA Bank and our vision of tokenization, liquidity and what the future will bring Matthew Alexand
Matthew has held senior leadership positions in mergers & acquisitions and principal investment at several major global banks. Most recently Matthew has focused on shaping digital banking strategy and managing strategic digital banking investments for one of Switzerlandʼs largest private banks. He earned an honours degree in Finance & Law from Deakin University Melbourne.
For more information about SEBA Bank, please visit seba.swiss
Head of Securitisation, Bankhaus von der Heydt
Topic: Investments in Security-Tokens on an Institutional Investors’ Level, Regulatory Requirements and Similarities compared to other Structured Securities.
About Maximilian:
Maximilian Portenlänger is Head of Securitisation at von der Heydt Group and is Chair of the Securitisation Task Force at LuxCMA.
Topic: Investments in Security Tokens on an Institutional Investors Level Maximilian Portenlanger
He is committed to the application of disruptive technologies in the financial sector, focusing on blockchain technology and the tokenization of assets.
Maximilian Portenlänger holds a Master of Science (M.Sc.) in Management & Technology from the Technical University of Munich.
Panel 4: Institutional Adoption
Panel Participants: Brett Tejpaul, Matthew Alexander, Maximilian Portenlänger, Mathias Imbach
Moderated by: Prof. Dr. Philipp Sandner
The post Digital Securities & Tokenization Summit 2021 appeared first on crowdfund.direct.
]]>The post Fintech Disruption Summit 2020 appeared first on crowdfund.direct.
]]>About the Summit
The World Economic Forum predicts that 10% of the global GDP (approx. $7.8 trillion) will be stored on the blockchain in less than 10 years.
The summit is targeted towards bankers, accountants, lawyers, stock brokers, investment fund managers, custodians, and other people from the financial industry. The purpose of the summit is to inform and inspire delegates about new opportunities with blockchain technology in the financial industry and in particular with tokenization of securities and assets.
Using blockchain technology, companies can now issue security tokens with share- or bond-like properties in order to raise funding (through an STO – a Security Token Offering) as an alternative to an IPO. Large established companies can raise additional funding through the same means, or tokenize their existing shares. As existing securities and assets become tokenized, issuers and investors benefit from easier price discovery, increased liquidity, extended trading hours, automation of processes, reduced settlement times, etc. In the near future, real estate and other investment portfolios will be tokenized for the same reasons. Collections of art, automobiles, boats, etc. can be tokenized in order to fragment ownership and other rights.
This financial revolution has already begun and the existing financial ecosystem will move towards the blockchain over the next 10 years.
Make sure you are at the forefront of this financial revolution, join the Fintech Disruption Summit!
Virtual Conference
Date
September 3rd, 2020
Conference Program & Videos
Decentralized Finance
Track 1
An Introduction to Decentralized Finance
Founder & CEO at DigiShares.
Expert in blockchain business models.
Topic: Tokenization of real estate and large physical assets.
Claus will review current trends and learnings in the tokenization industry, with a particular focus on the value proposition for real estate and large physical assets.
Topic: Opening Remarks by Claus Skaaning
About Claus
PhD in computer science. Has worked as a researcher and technical lead for Hewlett-Packard, before founding his first company, Dezide, a software company with focus on Artificial Intelligence for diagnostics and troubleshooting. After heading Dezide as CEO for 12 years, Claus left and started new companies, including Sales on Tap, a sales and exports consultancy company, while also taking part in many other ventures. Claus has extensive experience with developing and managing incubators, being employed in the Aalborg University Innovation incubator, an incubator that accepts and helps around 80-100 startup companies every year.
Founding Partner of Borderless Ventures
Keynote: Tokenized Securities and the Future of Investment
Tokenized securities are creating new business models for financing and investing in real estate, intellectual property like patents, movies, art, music, and collectibles as well as new opportunities in startup fundraising and SME financing.
Topic: Tokenized Securities and the Future of Investment
Ethan Pierse – Borderless Ventures
About Ethan
Ethan Pierce is a Founding Partner of Borderless Ventures, enabling cross-border capital and business scale for FrenchTech, CEE and ASEAN startups. In addition, he is the Director of The CryptoAssets Institute, evangelizing the Business of Blockchain and the Tokenized Economy.
Ethan is an experienced keynote speaker, with a passion for spreading his knowledge on Cross-Border Startup Scale, FrenchTech and ASEAN startup ecosystems, Tokenized Securities, CryptoAssets, Enterprise Blockchain and the Blockchain Economy.
Partner at Bird & Bird. International legal specialist in blockchain.
Topic: Tokenization of assets, a perspective.
Topic: Assets on the Blockchain – A Perspective (Martin von Haller Grønbæk, Bird & Bird)
About Martin
Martin is a partner at Bird & Bird law firm, where he works with IT and new technology from both a legal and commercial perspective. For over 20 years Martin has co-founded several IT startups. He serve on a number of boards of eCommerce, IT and web companies, where his vast knowledge about business, technology and legal matters help guide companies to success. Martin also spend a considerable portion of his time advising on legal and commercial issues related to open licensing within open source, creative commons (open content), open data, open APIs and more.
In Denmark, Martin is considered a pioneer within the Internet and web industry as he introduced the concept of Internet law in Denmark back in 1994.
Blockchain and distributed ledger securities lawyer, strategy consultant, researcher, trainer, Head of Crypto-asset Capital Formation Practice at Lex Futurus Group (lexfuturus.io).
Topic: Legal aspects of tokenized securities, compliance & operations.
Topic: Legal Aspects of Tokenized Securities, Compliance & Operations (Boulevard A. Aladetoyinbo, Esq.)
About Boulevard
Committee Member, International Organization for Standardization (ISO) representing Standards Organization of Nigeria (SON) in ISO/TC307 – Blockchain and distributed ledgers, which works on blockchain and distributed ledger internationally acceptable standards for the 164 countries-strong national standards member bodies). Boulevard is also a member, Cloud Security Alliance (CSA)-Depository Trust and Clearing Corporation (DTCC) DLT security framework WG.
Financial Crime Prevention Expert
Topic: Decentralized Finance – A Financial Crime Perspective
Topic: Decentralized Finance – A Financial Crime Perspective (Stefania Teodora Banu, Nordea Bank)
About Stefania
Stefania is currently working within Nordea Sweden as an Financial Crime Prevention Expert, with an active role in the Transaction Monitoring Controls Management.
She has previously worked as a Forensic Consultant for Deloitte and has been involved in various Anti Money Laundering, Counter Terrorism Financing, Anti Bribery and Corruption and Anti Fraud projects and investigations across different industries and countries. She has also worked as an Anti Money Laundering Reporting Officer within the Insurance Industry, maintaining the liaison with the relevant national and international regulators. She has a MSc. in Innovation, Knowledge and Entrepreneurial Dynamics from Aalborg University and a BSc. in Accounting and Management Information Systems.
Head of Analytics, Co-Founder at Stobox.
Topic: The next generation of regulatory technologies and the ways to implement them.
About Borys
Borys is the Head of Business Analytics at Stobox, an award-winning EU fintech company with a number of digital banking, electronic payments, tokenization, and other technology tools. Borys has done 1500+ hours of research in the digital securities industry. Co-Author of the book “How to
Attract Investments with STO: A Practical Guide”.
Topic: The Next Generation of Regulatory Technologies and the Ways to Implement Them (Borys Pikalov)
Of Counsel, crypto lawyer
Topic: Legislation for blockchain projects in Switzerland & Liechtenstein
About Yanina
Yanina Petrovskaya — Of Counsel, crypto lawyer, is an experienced adviser to blockchain projects with 8+ years of international legal consulting.
Coming from an international consultancy background, Ms. Petrovskaya used to work as head of compliance in a fund management company before joining RLP Lawyers as Of Counsel.
Yanina is a speaker at international blockchain events such as Blockchain Leadership Summit, Blockchain & Bitcoin Conference, Axess Think Tank, St. Moritz Institutional Investors Summit etc. as well as partner and lecturer of the supplementary education program Blockchain Lawyers (BCL).
Topic: The Next Generation of Regulatory Technologies and the Ways to Implement Them (Borys Pikalov)
Of Counsel, crypto lawyer
Topic: Legislation for blockchain projects in Switzerland & Liechtenstein
About Yanina
Yanina Petrovskaya — Of Counsel, crypto lawyer, is an experienced adviser to blockchain projects with 8+ years of international legal consulting.
Coming from an international consultancy background, Ms. Petrovskaya used to work as head of compliance in a fund management company before joining RLP Lawyers as Of Counsel.
Yanina is a speaker at international blockchain events such as Blockchain Leadership Summit, Blockchain & Bitcoin Conference, Axess Think Tank, St. Moritz Institutional Investors Summit etc. as well as partner and lecturer of the supplementary education program Blockchain Lawyers (BCL).
Topic: Legislation for Blockchain Projects in Switzerland & Liechtenstein (Yanina Petrovskaya)
Track 2
Blockchain, Real Estate & Investment
Visiting PhD researcher at RMIT University.
Founder and managing partner of Emernotar.io – an online service for notarizing on the blockchain.
Topic: Blockchain Real Estate Registry.
The blockchain property registry is possible, despite some skepticism among scholars. A token can represent not only securities but property rights, recent academic research shows. Such a registry can operate with land rights, corporate rights, cars, boats, aircraft, debts and bonds, literally any legal rights and derivatives. In this presentation, you will learn about Title Tokens, Cross-Blockchain Protocol, Smart Laws and Digital Authorities.
Topic: Blockchain Real Estate Registry (Oleksii Konashevych, Emernotar)
About Oleksii
Oleksii is a researcher working on the use of blockchain technologies for state governance and democracy. He earned a Master of Laws in 2005 and a Master of Economics in 2010. He has spent 4 years in academic work, of which three years were fulltime as a Ph.D. fellow in the international program in Law, Science, and Technology, funded by the European government. Before academia, he practiced as a lawyer for ten years. During this period, he held senior positions at Ukrainian largest companies. Before leaving Ukraine, he also practiced in government relations and policy writing. For two years, he held the position as a manager of E-Democracy group (NGO) and consulted the Presidential Administration of Ukraine on issues of e-dem reforms. he is one of the co-authors of the Law of E-Petitions, which he introduced and advocated for, it was adopted in 2016.
During his Ph.D. study, he acquired knowledge in Computer Science, with focus on blockchain and DLT technologies. He am a founder and managing partner of a startup Emernotar.io – an online service for notarizing on the blockchain.
Founder & CEO at DigiShares.
Expert in blockchain business models.
Topic: Tokenization of real estate and large physical assets.
Claus will review current trends and learnings in the tokenization industry, with a particular focus on the value proposition for real estate and large physical assets.
Topic: Tokenization of Real Estate and Large Physical Assets (Claus Skaaning, DigiShares)
About Claus
PhD in computer science. Has worked as a researcher and technical lead for Hewlett-Packard, before founding his first company, Dezide, a software company with focus on Artificial Intelligence for diagnostics and troubleshooting. After heading Dezide as CEO for 12 years, Claus left and started new companies, including Sales on Tap, a sales and exports consultancy company, while also taking part in many other ventures. Claus has extensive experience with developing and managing incubators, being employed in the Aalborg University Innovation incubator, an incubator that accepts and helps around 80-100 startup companies every year.
Professor of Practice, Saïd Business School, University of Oxford
Topic: Real Estate FinTech: Hype or Solution?
Topic: Real Estate FinTech: Hype or Solution? (Andrew Baum)
About Andrew
Has combined academic life and business for the last 25 years. Appointed Professor of Land Management at the Henley Business School, University of Reading, in 1989; Honorary Professor of Real Estate Investment at the University of Cambridge 2009-2014; Fellow of St John’s College, Cambridge 2011-2014; Visiting Professor of Management Science, Saïd Business School, University of Oxford, 2013 onwards.
Outside academic life, has spent the majority of this time working with institutional real estate investors in developing global property investment strategies. Chairman of the investment committee for CBRE Global Investors Global Multi-Manager. Chairman, NewCore Capital Management. Member of the Supervisory Board for the Schroder Exempt Property Unit Trust until 2012. Non-executive director of Grosvenor Limited, 2000 to 2008.
Specialties: Real Estate Investment Strategy, International, Consulting.
Partner & Leader PwC Legal Switzerland.
Member of PwC’s Global Legal Leadership Team & Global Financial Services Legal Leader.
Topic: Innovation moves in S-Curves.
Innovation moves in S-Curves. The real trick is to determine the genre defining dominant designs. As we are now in the age of exponential technologies we also move towards Big Bang Disruption. Guenther will take his time to lead you through all of this.
Topic: Innovation Moves in S-Curves (Dr Guenther Dobrauz, PwC)
About Dr Guenther Dobrau
Guenther is a Partner with PwC in Zurich and Leader of PwC Legal Switzerland where he also heads the Legal FS Regulatory & Compliance Services practise. He is a member of PwC’s Global Legal Leadership Team directing the firm’s global legal practise in 90+ countries as well as PwC’s Global Financial Services Legal Leader and former Global LegalTech Leader.
Guenther specialises in structuring, authorization and ongoing lifecycle management of financial intermediaries and their products. His passion as a practicing tech-enthusiast since 2002 is innovation linked to Exponential Technologies with a particular focus on achieving decentralization and he has also been working to promote sustainability since 2010 where he advocates a systemwide change towards a circular economy.
He is the author of three books on innovation and disruption and of five books on European, Swiss and Liechtenstein regulation. He also authored and co-authored 100+ publications in international expert magazines and has to date been speaking at more than 200 conferences worldwide.
Next to being a lawyer, Guenther is an entrepreneur and innovator in the legal field fully embracing technology. His believes that his job first and foremost is to provide an inspiring and rewarding environment that allows talent to grow on the basis of what he considers to be the future of legal services: interdisciplinary and diverse teams of passionate specialists working together on the basis of trust and respect and as part of a truly global legal network but also closely connected to all the other areas of expertise within PwC. He fundamentally believes that regulation has become a strategic dimension and he is passionate about translating legal into business with his team of great Swiss and EU attorneys and lawyers.
He is also passionate about rock music (really his second biggest love after his wonderful family), vinyl records & custom motorcycles. Always interested in innovative ideas, exchange on innovation, legal & regulatory subjects as well as legal talent to join his team.
CEO FINEXITY AG | Top 10 FinTech and InsurTech Innovators in Germany 2020 – Business Punk.
Topic: The future of real asset investment – a Family Office perspective
Paul Huelsmann is the CEO and co-founder of FINEXITY – one of Europe’s pioneering tokenisation platforms for both retail and semi-professional investors. During the presentation Paul will give an in-depth overview on how to tokenise real assets, how investors can benefit from MiFID II-conform tokens in addition to how Asset Managers can benefit from new ways of raising capital in the most cost-efficient manner.
Topic: The Future of Real Asset Investment – A Family Office Perspective (Paul Huelsmann, Finexity)
About Paul
Paul is an experienced commercial manager with a demonstrated history of working in the Infrastructure sector. His strength is program and project management, and he is skilled in ICMS2 elemental cost planning, procurement, parametric estimation, RICS BIM Project Manager, Blockchain FIBREE London chair, BSI committee member for life cycle costing and RICS CPD trainer.
FIBREE co-founder, board member and regional co-chair in the Netherlands.
Topic: Legal and economic opportunities to reduce transaction costs with fragmented ownership-recording
Topic: Legal and Economic Opportunities to Reduce Transaction Costs with Fragmented Ownership-Recording
About Jo
Jo Bronckers is co-founder and vice-president of FIBREE, the Foundation for International Blockchain and Real Estate Expertise (www.fibree.org). In addition, he has been active with his own consultancy firm since 2018 to advise and support organizations in corporate development at the intersection of real estate, finance and digitization. Bronckers studied real estate management and project development at Eindhoven University of Technology. He worked for various organisations in the field of Institutional Real Estate Investment, Asset Management and Financing, including FGH Bank, Rabobank, DLL, IVBN and Vesteda.
Panel 1: Real Estate on the Blockchain
Moderator: Sam Jalaei
Participants: Andrew Baum, Paul Huelsmann, Oleksii Konashevych, Jo Bronckers
Track 3
Business Use-Cases & Venture Funding
Chairman & CEO
Former Vice Chairman of NASDAQ
wikipedia
TEDx Times Square
Topic: Why Growth Rates Will Differ Significantly: Crypto vs. Derivatives vs. Securities
Topic: Why Growth Rates Will Differ Significantly: Crypto vs. Derivatives vs. Securities (David Weild IV)
About David
David Weild is Founder, Chairman and CEO of Weild & Co. He is a noted expert on capital markets and capital formation who has testified before the U.S. Congress at the House Subcommittee on Capital Markets and Government Sponsored Enterprises, the SEC, and in front of the 34-member nations and the European Commission for the Organization of Economic Co-operation and Development (OECD). He is regarded by many as the Father of the JOBS Act for studies that he co-authored that were the first to identify and characterize the long-term structural decline in the IPO and listed company markets.
In September 2017, Mr. Weild was named one of twenty Visionaries and one of ten StartUp Entrepreneurs in The World’s Most Influential People in Market Structure, a book by Patrick L. Young. From 2000 to 2003, Mr. Weild served as Vice Chairman of The NASDAQ Stock Market in charge of the Corporate Client Division with line responsibility for NASDAQ’s 4,000 listed companies. He created NASDAQ’s Market Intelligence Desk, Corporate Services Network and dual listings strategy which ultimately resulted in listing Charles Schwab and Hewlett Packard. While at NASDAQ, Mr. Weild had the privilege of working with such luminaries as Howard Schultz (Starbucks), Tom Stemberg (Staples), Craig Barrett (Intel), Michael Dell (Dell Computer), Steve Jobs (Apple, Pixar, NeXT Computer) and others. He also had the privilege of working with NASDAQ senior management, the SEC, the U.S. Treasury and the U.S. Congress to reopen the U.S. stock markets in the aftermath of 9/11 and had the honor of leading his team to work with NASDAQ listed companies to implement share repurchase programs as a safety net to help investor confidence when markets reopened.
Mr. Weild headed equity capital markets and corporate finance at a top-ten underwriter of IPOs and follow-on equity offerings. During his career, he has participated in managing more than 1,000 public equity offering transactions.
Mr. Weild holds an MBA from the Stern School of Business and a B.A. degree from Wesleyan University. He also studied on exchange at The Sorbonne, Ecole des Haute Etudes Commerciales, and The Stockholm School of Economics. Mr. Weild is former Treasurer of The Bond Club of New York.
David holds FINRA Series 7, 24, 63, 79, 82 and 99 licenses.
Serial Entrepreneur: KYC-Chain.com, Passports.io and SelfKey.org
Topic: Derisking defi – how to derisk decentralized finance investments.
Topic: Derisking DeFi – How to Derisk Decentralized Dinance Investments (Edmund Lowell – SelfKey.org)
About Edmund
Originally from the United States, graduating from Northeastern University in Boston Massachusetts where he studied law, finance and technology, Edmund Lowell is a serial entrepreneur living in Asia since 2011, innovating at the crossroads of finance, technology and legal fields. Edmund has built a number of Fintech and RegTech products during this time including Incorporations.io, KYC-Chain.com, Passports.io and SelfKey.org The SelfKey foundation raised 21m USD during an 11 minute public sale for the sale of the native KEY utility token. The SelfKey software has processed KYC for over 150,000 identity owners and over $200m USD in transaction volume since Q4 2017.
Founding Partner of Draper Goren Holm
Topic: Early-stage blockchain investing
About Alon
Alon is a Founding Partner at GHV, Co-Founder of Crypto Invest Summit, LA Blockchain Week, 805 Startups & Investedin.
Topic: Early-Stage Blockchain Investing (Alon Goren, Founding Partner of Draper Goren Holm)
Panel 2: VC Investment funds in the blockchain in sphere
Moderator: Nikolaj Juhl Hansen
Participants: Hazem Danny Nakib, Ethan Pierse, David Weild IV, Yanina Petrovskaya
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]]>About the Summit
The World Economic Forum predicts that 10% of the global GDP (approx. $7.8 trillion) will be stored on the blockchain in less than 10 years.
The summit is targeted towards bankers, accountants, lawyers, stock brokers, investment fund managers, custodians, and other people from the financial industry. The purpose of the summit is to inform and inspire delegates about new opportunities with blockchain technology in the financial industry and in particular with tokenization of securities and assets.
Using blockchain technology, companies can now issue security tokens with share- or bond-like properties in order to raise funding (through an STO – a Security Token Offering) as an alternative to an IPO. Large established companies can raise additional funding through the same means, or tokenize their existing shares. As existing securities and assets become tokenized, issuers and investors benefit from easier price discovery, increased liquidity, extended trading hours, automation of processes, reduced settlement times, etc. In the near future, real estate and other investment portfolios will be tokenized for the same reasons. Collections of art, automobiles, boats, etc. can be tokenized in order to fragment ownership and other rights.
This financial revolution has already begun and the existing financial ecosystem will move towards the blockchain over the next 10 years.
Make sure you are at the forefront of this financial revolution, join the Fintech Disruption Summit!
Virtual Conference
Adress
SingularityU Nordic, Titangade 11, Copenhagen
February 28th. 2019
Conference Program & Videos
Blockchain in the Financial Industry
Track 1
Part 1: Blockchain, Banking & Finance
Head of DNB Blockchain & DLT strategy – IT
About Lasse
Lasse has worked in the finance and securities market since 1986. Based on IT and finance, he worked for 4 years in PWC before starting Tazett, the market leader portfolio management system in Norway for financial investors, banks and fund
management companies. Tazett had a good foothold in Sweden, Finland and UK. He sold Tazett in 2000 and started FinanceCube in 2002, a cloud-based service for financial advisors and private banking, the first in Europe, with customers in 6 countries. Lasse authored the bestseller “Investment Guide” published on Hegnar Media in 2004. FinanceCube was sold in 2012, and since 2013, Lasse has been working in banks, within IT strategy, digital banking, Blockchain and Fintech companies as the area of work. 3 years in Nordea and now in DNB.L asse has written a new bestseller “Money from caveman to robot” published by Hegnar Media in March 2017, and “Cryptocurrency, Bitcoin, ICO and Blockchain” March 2018.
Topic: Leveraging Blockchain & Distributed Ledger technology: Pilot projects at DNB Bank.
Innovation and Digitalization at Handelsbanken
About Johan
Johan has been following the blockchain space closely since its early days. Today he works with digitalization and innovation within the Handelsbanken Group, currently focusing on new opportunities within emerging technologies and strategic partnerships.
Topic: The role of blockchain in traditional banking.
Johan will discuss the implications of and the opportunities created by introducing emerging technologies, such as blockchain, into a conservative banking environment.
Founder and CEO, CENTI Group and Tech Shanghai Advocates
About John
John is the founder of CENTI Group (China-Europe Networks of technology and Innovation), which is a cross-border platform connecting European technology startups and SMEs with the Chinese market. CENTI Group work with investors, governments and tech enthusiasts around the world to help companies with their fundraising, market expansion, property
management (innovation spaces, incubators). CENTI Group has created one of the largest ecosystem/networks between Europe and China that is now facilitating the transfer of technology, ideas, and talent between the continents.
Topic: Key blockchain trends in Finance and Fintech, China.
John will talk about current blockchain trends and opportunities in finance and fintech in China. The talk will focus on regulations and real use-cases about how to get started investing in China.
Panel 1: Blockchain in Banking, Opportunities, Threats & Regulations
Participants: Lasse Meholm, Johan Lorenzen, David Grundy, john Zai
Panel moderator: Jeanette Carlsson
Track 1
Part 2: Investing & Regulations
Jeppe R. Stokholm
Lawyer and Venture Capitalist, Partner at AmaZix, Head of Legal & Corporate Finance
Topic: IPO vs ICO vs STO: Crowdfunding events and international financial legislation.
In this session, Dr. Jeppe R. Stokholm will highlight the legal differences between fiat, coins and tokens and answer the following questions:
1) What is the difference between an Initial Public Offering (IPO) and an Initial Coin Offering (ICO) and a Security Token Offering (STO)?
2) What are the legal cross-border implications?
3) What is the industry “best practice” during international crowdfunding events?
Topic: IPO vs ICO vs STO: Crowdfunding events and international financial legislation.
About Jeppe
Dr. Jeppe R. Stokholm is a Danish lawyer and venture capitalist based in Zürich, Switzerland, with a Ph.D. in international corporate affairs. He is specialised in the legal impact of the blockchain economy and also a respected crypto market commentator. Dr. Jeppe R. Stokholm has conducted his Ph.D. research at Duke University (USA), Tilburg University (the Netherlands) and SDU (Denmark).
Partner at Bird & Bird. International legal specialist in blockchain.
About Martin
Martin is a partner at Bird & Bird law firm, where he works with IT and new technology from both a legal and commercial perspective. For over 20 years Martin has co-founded several IT startups. He serve on a number of boards of eCommerce, IT and web companies, where his vast knowledge about business, technology and legal matters help guide companies to success. Martin also spend a considerable portion of his time advising on legal and commercial issues related to open licensing within open source, creative commons (open content), open data, open APIs and more.In Denmark, Martin is considered a pioneer within the Internet and web industry as he introduced the concept of Internet law in Denmark back in 1994.
Topic: Tokenization of assets, a perspective.
Managing Partner at NÄGELE Attorneys at Law in Vaduz, Liechtenstein
Topic: The Liechtenstein “Trusted Technologies Law”: Bringing Legal Certainty to a Blockchain Based Token Economy
Thomas will be presenting on Liechtenstein’s blockchain law, providing an in-depth description of why a determined law is necessary and how Liechtenstein’s legislation is different from the rest. The discussion will highlight the importance of an all-encompassing legal definition of a token, the coinage of the “Token Container Model,” and the importance of the “Physical Validator” in bringing this law to life.
Topic: The Liechtenstein “Trusted Technologies Law”: Bringing Legal Certainty to a Blockchain Based Token Economy
About Thomas
In 2018 Legal 500 EMEA ranked NÄGELE Attorneys at Law LLC Tier 3 of Banking and Finance in Liechtenstein. Besides being an Attorney and Legal Advisor, he teaches at the University of Liechtenstein, give Seminars at the University of St. Gallen (HSG) and Uni Lausanne and gives lectures and presentations on the newest legal developments regarding IT-Law, Data Protection and Distributed-LedgerTechnology. In his role as President and Founder of the CRYPTO COUNTRY ASSOCIATION (CCA), Liechtenstein, he supports, organizes and promotes local meetings. He also attends and is a speaker on world-wide events such as the 55th International Young Lawyers’ Congress in Tokyo, the World Blockchain Forum in London as well as the Token Summit in New York.
Chief Executive Officer at Blocktrade.com, quantitative fund manager of FT Quant, author of several books and academic research papers, public speaker and stoic.
Topic: Blocktrade’s perspective on securities trading.
Tokenization of financial instruments is a natural evolution of capital markets. Operational improvements when using blockchain technology can be seen on both the primary markets (fundraising and issuance) and the secondary market (post-trade processes). Luka will present his view of how will the future of capital markets based on distributed ledgers look like, and how Blocktrade with its partners plans to achieve its mission of tokenizing 100.000 European SME companies and offering liquidity on the secondary market.
Topic: Blocktrade’s perspective on securities trading.
About Luka
Luka Gubo is the Chief Executive Officer at Blocktrade.com, quantitative fund manager of FT Quant, author of several books and academic research papers, public speaker and stoic.
He has wide-ranging experience in trading, investing and risk management. As a high-frequency macro event-driven trader he has helped a small private fund achieve a Sharpe Ratio higher than 4. He has deep knowledge of the market microstructure while also having a great understanding of global macroeconomic trends and cycles. His role as the CEO of Blocktrade is to help create the whole security token ecosystem with its partners by developing a fully regulated trading venue.
Panel 2: Blockchain-based Bonds, Securities and Assets: Investing & Regulations
Participants: Martin von Haller, Thomas Nägele, Luka Gubo, Jeppe Stockholm
Panel moderator: Jeanette Carlsson
Panel 3: Blockchain Business Use-Cases & Venture Funding
Participants: Rasmus Mølbjerg, Christian Lassen, Mads Stolberg-Larsen, Erik Balck Sørensen.
Panel moderator: Jeanette Carlsson
Track 2
Deep dive into tokenization
MakerDAO
Topic: Dai: Stable Blockchain Currency for Frictionless Global Transactions
Get introduced to the world of decentralized finance and the next generation of financial services.
Nascence of blockchain technology came together with Bitcoin over 10 years ago. Bitcoin has played a pivotal role in the early days of cryptocurrencies, yet, due to its volatility, it has transitioned from its original vision of digital cash into being considered a speculative asset. Fast forward a couple of years later, a new idea evolves–stablecoin, a cryptocurrency that is designed to minimize volatility, its value pegged to a currency.
The applications of Dai stablecoin are many. Understand the most common use cases of the stablecoin for different stakeholders, learn about the existing projects benefiting from Dai, and get inspired for your venture.
Topic: Dai: Stable Blockchain Currency for Frictionless Global Transactions
About Lasse
Lasse Birk Olesen, a blockchain entrepreneur since 2011, currently as Head of Innovations at MakerDAO, will introduce you into the wonders of Dai, the first decentralized stablecoin issued on the Ethereum blockchain. Learn about the Dai Credit System and its elements, including Dai stablecoin and trustless collateralized debt positions.
Topic: Regulation of Cryptoassets in Denmark
Founder & CEO at DigiShares
Topic: Company shares and equity crowdfunding on the blockchain in Denmark
Claus will speak about how and why companies can issue shares in the form of equity tokens for crowdfunding and trading optimization purposes. The talk will be a mix of practical and technical aspects of tokenization. Further, Claus will briefly demonstrate the DigiShares platform for transferring company shares to the blockchain, and describe GoSecurity’s own STO (Security Token Offering).
Topic: Company shares and equity crowdfunding on the blockchain in Denmark
About Claus
PhD in computer science. Has worked as a researcher and technical lead for Hewlett-Packard, before founding his first company, Dezide, a software company with focus on Artificial Intelligence for diagnostics and troubleshooting. After heading Dezide as CEO for 12 years, Claus left and started new companies, including Sales on Tap, a sales and exports consultancy company, while also taking part in many other ventures. Claus has extensive experience with developing and managing incubators, being employed in the Aalborg University Innovation incubator, an incubator that accepts and helps around 80-100 startup companies every year.
Blockchain Business Developer, member of EU Blockchain Observatory.
Topic: The EU system, its blockchain priorities now and going forward, and its impact on financial services.
In his talk Bo will discuss how blockchain is perceived and discussed by the EU system i.e the Commission, Parliament and institutions.
Topic: The EU system, its blockchain priorities now and going forward, and its impact on financial services.
About Bo
Bo is appointed member of the core working group at EU’s Blockchain Observatory focusing on use cases and transition towards a new economy. In this capacity he has insights in how blockchain is perceived and discussed by the EU system (i.e the Commission, Parliament and institutions). The blockchain observatory also serves as council to EU and plays an active role in prioritization, standardisation and education.
Besides the above Bo assists Concordium – the new upcoming blockchain platform – with its business development. Bo is also appointed member of Dansk Industri Fintech Panel and is a +30 year IT industry veteran.
Director at Infloat and writer of the acclaimed securitytoken.it newsletter
Masterclass: The fundamentals of security tokens & security token design
How should we design security tokens? In this presentation, Jochem Gerritsen will talk about how Infloat has designed security tokens for their clients, and the different facets of token design we should consider. From crypto dividend payments to token holder voting — how should a security token be similar or different from a traditional security — and how do we ensure that we find the right way between technical possibilities and legal considerations?
Masterclass: The fundamentals of security tokens & security token design
ICO expert, Fintech, Investments, blockchain assets, digital payments
Topic: Assets on the blockchain
Morten will be speaking about the tokenization of assets like bonds, stocks and commodities have the potential of completely changing the way we trade assets as well as the cost of trading assets in the near future.
Topic: Assets on the blockchain
About Morten
Morten Nielsen has years of experience in finance, fundraising and the cryptocurrency space. With experience from JP Morgan in London and Tokyo for five years as well as a position at UBS as global head of hedge fund derivative marketing, he gained a great insight to the world of finance.
Since then he has also gained great knowledge of ICO’s and the regulations surrounding them and has today positioned himself as an expert in the field. The digitalization of financial assets is a great passion of Morten’s, and his vision for a globalized digital system play a significant role in the success of ARYZE.
Tokenized real estate portfolio expert from Leaseum Partners
Topic: Real estate on the blockchain – a tokenized real estate portfolio.
Julianne will present on the emerging field of Real Estate tokenization. She will discuss the current state of the ecosystem and the main benefits Real Estate tokenization can bring to investment management. She will also discuss the major challenges facing this new technology.
Topic: Real estate on the blockchain – a tokenized real estate portfolio.
About Julianne
Julienne is a blockchain evangelist specializing in security tokens & blockchain for social impact.
Leaseum Partners is tokenizing a $250M portfolio of New York City Commercial Real Estate. Through tokenization, Leaseum Partners enables both institutional investors and accredited investors access to a liquid portfolio of professionally managed Real Estate.
Business Development Director, Oracle
Topic: Practical implementation of projects from the banking industry
Oracle has developed a blockchain service that significantly can speed up any practical development project, and with the elastic nature of the environment the project risk in terms of costs are minimal. Peter will present some practical implementation projects from the banking industry during his presentation.
Topic: Practical implementation of projects from the banking industry
About Peter
Peter Scharstein has many years of experience from implementing new technologies in Oracle’s global customers. Peter has worked with several large financial companies such as Nordea, Deutsche Bank, Sberbank and others on how to implement advanced new technologies and optimize their business. As a natural continuation on his expertise Peter has been looking into Blockchain and what the use cases in the FS industry.
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