Opportunities in institutionalizing the digital frontier

Thursday, March 2nd, 2023 | Convene 101 Park Avenue, New York

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Following a tumultuous year in the digital assets space, Hedgeweek's Hedge Fund US Digital Assets Summit is designed as a realistic, detailed and institutional antidote to conventional 'cheerleading' digital asset events. Created for operational and product specialists at US hedge funds, our Summit will discuss key developments, trends, and issues driving the continued development of digital asset strategies and funds.


This one-day event will explore a wealth of topics, including:

  • A private educational breakfast for managers who are new to the space
  • Ongoing legal and regulatory challenges
  • Custody, security, liquidity and counter-party risk issues after FTX
  • DeFi developments and the next wave of strategies
  • Future developments and trends
  • When will allocators trust digital asset funds

Join us for what promises to be an exciting and engaging event.

All Summits and Webinars are CPD accredited, so you can learn, network and develop new skills.

Find out more about The CPD Certification here: https://cpduk.co.uk/

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PUT YOUR BRAND IN FRONT OF 100+ HEDGE FUND MANAGERS

CONFERENCE AGENDA

PRE-REGISTRATION AND INVITE-ONLY PRIVATE BREAKFAST DISCUSSION

7:15 AM

  • What steps should managers take as they assess and execute on a new digital asset fund or strategy?
  • A breakdown and explanation of all key considerations:

Surveying the digital asset landscape: A guided discussion for new entrants

Invite Only Breakfast

  • Cost of set-up and pre-launch necessities
  • Strategy breakdown
  • Which jurisdiction to set-up in
  • Regulatory and tax considerations
  • Managing key relationships around valuations, exchanges and trading/tech stack
  • Explaining digital assets to your allocators

7:30 AM

REGISTRATION AND BREAKFAST

8:30 AM

OPENING REMARKS

  • Angele Paris, Head of Partner Projects, Hedgeweek

8:55 AM

  • What does the ongoing FTX debacle mean for the space – how can we trust and monitor exchanges – and other key platforms?
  • Situational assessment: After all of 2022’s volatility, realistically what comes next for the sector?
  • Can an eco-system built for retail be bent to the needs of hedge funds? What’s currently working for institutional traders, what hasn’t and what needs to change to create a truly institutional grade infrastructure?

Is the elephant in the room over-shadowing opportunity? FTX, fraud and fears about a liquidity crisis – will this market ever be institutionalized?

PANEL 1

Speakers:

  • James Dioro, CEO, Tradecraft Capital (moderator)
  • Jasmine Burgess, COO and CRO, One River Digital
  • Emil van Essen, CEO and CIO, Katonah EvE
  • John Vincent, CEO, Wakem Capital Management

9:00 AM

Understanding and making the most of fund tokenization

Fireside Chat: The future of digital assets 1

  • Michelle Noyes, Head of Americas, AIMA

9:45 AM

Winter is coming…or will we see the green shoots of spring? After 2022 more regulation is inevitable – will this increased transparency help or prolong the chilling effect?

PANEL 2

  • Review of key regulatory shifts impacting the space, particularly after the wave of liquidations and scandals
  • Are we likely to see a degree of regulatory harmony for a truly global space – or a potentially disruptive process of increasingly radical nation-by-nation rules?
  • Crucially, what is happening in the US – will the tug of regulatory-war between the CFTC and SEC continue…
  • …and will ‘regulation by enforcement’ be replaced by something more sensible and partnership-based?
  • How will regulation impact managers…but also be applied to service providers, particularly exchanges?

10:00 AM

Speakers:

  • Andrew Woodruff, CFA, CIO, Black Lotus Capital (moderator)
  • Aric Chang, Vice President of Venture, Wave Financial
  • Tom Costello, CIO, Bedrock Digital Asset Management
  • Gregory d'Incelli, Co-Founder and Managing Partner, Scenius Capital

NETWORKING BREAK

Coffee break and a chance to meet our experts

10:45 AM

Roundtable Round 1

Roundtable A: Fund structuring and launching a digital asset vehicle: dealing with the three Cs – complexity, cost and compliance

Roundtables take place as repeated parallel sessions. Delegates rotate through these topics for focused discussion in small groups.

Roundtable B: Strategy discussion and identifying emerging and new digital assets classes – the journey from bitcoin and CeFi to DeFi and beyond

Roundtable C: Getting the tech stack and approach to data right: the key technology challenges (and solutions) in launching a digital assets vehicle

Roundtable D: The post-FTX world: dealing with exchanges, other counterparties and making sure your assets are safe

Roundtable E: Right-sizing risk: how can your fund build the checks and balances to mitigate digital asset risk and get your trading and operational risk management processes correct

  • Jaime Baeza, CEO, ANB Investments
  • Inigo de Diego, COO, ANB Investments
  • Seth Ginns, Managing Partner & Head of Liquid Investments, CoinFund

11:15 AM

  • Harumi Urata-Thompson, CFO, Wave Financial

Roundtable Round 2

Roundtable A: Fund structuring and launching a digital asset vehicle: dealing with the three Cs – complexity, cost and compliance

Roundtables take place as repeated parallel sessions. Delegates rotate through these topics for focused discussion in small groups.

Roundtable B: Strategy discussion and identifying emerging and new digital assets classes – the journey from bitcoin and CeFi to DeFi and beyond

Roundtable C: Getting the tech stack and approach to data right: the key technology challenges (and solutions) in launching a digital assets vehicle

Roundtable D: The post-FTX world: dealing with exchanges, other counterparties and making sure your assets are safe

Roundtable E: Right-sizing risk: how can your fund build the checks and balances to mitigate digital asset risk and get your trading and operational risk management processes correct

  • Jaime Baeza, CEO, ANB Investments
  • Inigo de Diego, COO, ANB Investments

12:00 PM

  • Harumi Urata-Thompson, CFO, Wave Financial

NETWORKING LUNCH

12:45 PM

Clear and present danger: Against the background of uncertainty, how can managers keep assets safe?

PANEL 3

  • Safe keeping of assets after FTX is essential – how good are the custody solutions out there and do they work with all asset types?
  • How does custody help with emerging strategies and investment techniques like staking and cross exchange strategies - where are the assets actually held and how can you get full-transparency?
  • What are the emerging and new custody solutions that can help your business?
  • Do the increased partnerships between big banks and custodians show that managers can have more confidence? Or are the risks just as present?
  • How do you deal with allocator questions about asset safety – how can you answer these concerns?
  • Can we stop another FTX et al happening again?

Speakers:

  • Jake Boaz, CCO, Crypto Yield Capital
  • Mitchell Dong, CEO, Pythagoras Investments
  • Kenny Estes, Founder and CEO, Diffuse Funds
  • Jennifer Murphy, Founder and CEO, Runa Digital Assets

2:00 PM

Benchmarking for Digital Asset Hedge Funds: A Survey of Practitioners

Presentation

  • Ben Crawford MBA, CFA, VP and Head of Research, Backstop BarclayHedge

2:45 PM

Roundtable Round 3

Roundtable A: Fund structuring and launching a digital asset vehicle: dealing with the three Cs – complexity, cost and compliance

Roundtables take place as repeated parallel sessions. Delegates rotate through these topics for focused discussion in small groups.

Roundtable B: Strategy discussion and identifying emerging and new digital assets classes – the journey from bitcoin and CeFi to DeFi and beyond

Roundtable C: Getting the tech stack and approach to data right: the key technology challenges (and solutions) in launching a digital assets vehicle

Roundtable D: The post-FTX world: dealing with exchanges, other counterparties and making sure your assets are safe

Roundtable E: Right-sizing risk: how can your fund build the checks and balances to mitigate digital asset risk and get your trading and operational risk management processes correct

3:05 PM

NETWORKING BREAK

Coffee break and a chance to meet our experts

3:50 PM

Data collection, management and accuracy: How do we quantify and normalize our sector’s known unknowns?

PANEL 4

  • Data management, aggregation, analysis, clarity and integrity – it’s essential to get this recipe right, how do we do this?
  • How do you make sure there is one source of truth, where does data come from and how do you cleanse it and solve the variances in price across the same token etc
  • Dealing with the size of wallet addresses – how do you take data and understand liquidity and investment patterns
  • As the space becomes less liquid, how do you ascertain the true value of assets – how are traditional admin services able to deal with a rapidly evolving landscape
  • The confusion of market data and trade data – with information often misleading, how do you navigate this or mark portfolios with no settlement prices?
  • How do you look at data and accurately aggregate between exchanges?
  • Factoring in the added complexity of DeFi data and smart contracts.
  • Benchmarking data across funds – how can you truly compare your fund’s performance against its peer group average – and what represents a credible index?

4:15 PM

Speakers:

  • Justin Lo Iacono, Co Founder and Managing Partner, Q9 Ventures Digital Asset Fund
  • Marc LoPresti, Principal & Co-Founder, Moneta Advisory Partners
  • Jake Ryan, Founder and CIO, Tradecraft Capital

Fireside Chat: The future of digital assets 2

New horizons: with the big push of Web3 into gaming and metaverse products – how do you invest coherently and decipher data collection in the space?

5:00 PM

Answering big questions: Dealing with allocators and extending your distribution

PANEL 5

  • Existence – have I got what I say I’ve got?
  • Valuation – is it worth what I say it’s worth?
  • Cash – can anyone take the money?
  • How can your fund answer the ‘big 3’ allocator questions about digital assets?
  • How to sell the fund: Registering and distributing in different jurisdictions – using SMAs and platforms to navigate the patchwork of regulation
  • Educating and explaining – explaining recent problems to allocators and the narrative arc that will help traditional investors and investment consultants better understand the digital asset space

Speakers:

  • Michelle Noyes, Head of Americas, AIMA (moderator)
  • Tony Fenner-Leitão, President, Cambrian Asset Management
  • Felix Hartmann, Founder and Managing Partner, Hartmann Capital

5:15 PM

NETWORKING

6:00 PM

EVENT CLOSES

9:00 PM

CONFIRMED SPEAKERS

Jaime Baeza

CEO at ANB Investments

Read more

Jake Boaz

CCO at Crypto Yield Capital

Read more

Jasmine Burgess

COO and CRO at One River Digital

Read more

Aric Chang

Vice President of Venture at Wave Financial

Read more

Tom Costello

Ben Crawford MBA, CFA

CIO at Bedrock Digital Asset Management

Read more

VP and Head of Research at Backstop BarclayHedge

Read more

Inigo de Diego

COO at ANB Investments

Read more

Gregory d'Incelli

James Dioro

Co-Founder and Managing Partner at Scenius Capital

Read more

CEO at Tradecraft Capital

Read more

Mitchell Dong

CEO at Pythagoras Investments

Read more

Kenny Estes

Tony Fenner-Leitão

Founder and CEO at Diffuse Funds

Read more

President at Cambrian Asset Management

Read more

Seth Ginns

Managing Partner & Head of Liquid Investments at CoinFund

Read more

Felix Hartmann

Founder and Managing Partner at Hartmann Capital

Read more

Justin Lo Iacono

Co-Founder and Managing Partner at Q9 Ventures Digital Asset Fund

Read more

Marc LoPresti

Jennifer Murphy

Principal & Co-Founder at Moneta Advisory Partners

Read more

Founder and CEO at Runa Digital Assets

Read more

Michelle Noyes

Head of Americas at AIMA

Read more

Harumi Urata-Thompson

CFO at Wave Financial

Jake Ryan

Founder and CIO at Tradecraft Capital

Read more

Emil Van Essen

CEO and CIO at Katonah EvE

Read more

John Vincent

CEO at Wakem Capital Management

Read more

Andrew Woodruff

CIO at Black Lotus Capital

Read more

HEDGE FUND MANAGERS

100+

EXPERT SPEAKERS

30+

SERVICE PROVIDERS

20

"It was great and informative to hear from the panellists who discussed a broad range of essential topics for emerging managers. Will be back next year!"

Dede Eyesan, Founder/Managing Partner, Jenga Investment Partners

"The hedgeweekLive European Emerging Managers Summits are excellent. A must for all hedge fund managers looking to launch or grow their funds"

David Mace, COO, Altavista Investment Management UK LLP

"The leading UK gathering for digital asset professionals & thought leaders. A must have diary event for anyone allocating or thinking of allocating assets in the digital & crypto space."

Simon Davies, Head of European Business Development, Abra

Convene 101 Park Avenue

Address: 101 Park Avenue // Midtown East, New York

Venue Requirements

Dress Code

Electronic Devices

Dress code for this event is business casual

Please keep all electronic devices remain on silent at all times during panels and roundtables.

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DIGITAL ASSETS SUMMIT

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