Blockchain & Digital Assets Fundamentals


A full day of discussions designed to prepare guests with foundational knowledge on the emerging Digital Asset & Blockchain sectors.

Complimentary Registration for Delegates of Super Week 2022

Open to Members and Non-Members!

Conference Wi-Fi:
Network: Omni Meetings
Password: CAASA2022



  • September 27, 2022
  • 8:00 am – 5:00 pm EST


The Omni King Edward Hotel
Room block available until August 29, 2022.

37 King St E
Toronto, ON
M5C 1E9

Distinguished Speakers

Educational Partner

Blockchain & Digital Assets Fundamentals

Day 1

  • September 27, 2022
  • 8:30 am – 4:00 pm

  • September 27, 2022
  • 8:30 am – 4:00 pm


8:30 am


8:45 am

Opening Remarks & Curriculum Overview

James Burron, CAASA
Kerem Kolcuoglu, Penrose Partners

9:00 am

Origin Story of Blockchain/BTC/Crypto

Ever wonder where crypto/digital assets came from? Why was it invented and has it fulfilled its purpose – or will it? These questions and more are covered in this session which delves deep into the origin story of digital assets and gives a peek as to where it might be headed.

Shaun Cumby, Arxnovum Investments Inc.
Kerem Kolcuoglu, Penrose Partners
Koleya Karringten, Absolute Combustion

10:00 am

Use cases of Tokens/Coins (ETH)

Many believe that all coins/tokens/digital assets are cryptocurrencies, but while Bitcoin is a cryptocurrency (and even that is up for debate from some), other digital assets such as Ethereum (or Ether, or ETH) are more new-fanlged, distributed computers that can have many uses. This talk will set things straight in the audience’s minds and set the stage for the next level of learning.

Kerem Kolcuoglu, Penrose Partners
Russell Starr, Valour
Jonathan Han, VirgoCX Wealth

11:00 am

Custody & Staking

An investor’s most important question (above risk/volatility and even return) is ‘where is my money?’…aka return of capital. In the digital assets world, ownership is established on the blockchain, but translating this to the TradFi (Traditional Finance) world can be a challenge. Thankfully, we have a panel that will ameliorate this situation and help attendees get comfortable with digital assets custody.

Freddie Allen, Coinbase
Kirk Emery, Figment

12:00 pm

Luncheon Workshop – CAASA NFT & Your Wallet

Mitch will walk the uninitiated (and those who might just be new to metaverse) through the simple steps to create a digital wallet – to which you can upload the coveted CAASA SuperWeek22 NFT (!).

Mitch Nicholson, Garden City Advisory Inc

1:00 pm

Crypto Regulatory Battles – Here are Your Winners

Following on from custody, regulation is a big deal in any industry and those (who are progressive) in the digital assets space are quickly getting up the curve on regulations – just as regulators are educating themselves about these new assets. This is your opportunity to hear the stories of how key players in the industry have made great strides in bridging the gap and received approval for their products/services.

Fred Pye, 3iQ Digital Asset Management
Lisa Durnford, Wealthsimple Crypto
Didier Lavallee, Tetra Trust Company

2:00 pm

Partnership in digital assets: How institutional managers collaborate with a regulated custodian

Learn how an institutional wealth manager can partner with a regulated trading and custody provider to offer digital asset solutions to their clients. Listen to how technology, innovation and agile thinking can open new thinking and opportunities for institutional money managers in the digital assets space.

Paul Stapleton, Fidelity Clearing Canada
John Davitsky, Echelon Wealth Partners

3:00 pm

NFT & The Metaverse

Highlighting the speed of change in the industry, last year’s Bootcamp only touched on NFTs and we had our first speaker on the Metaverse – and now both of these are much more mainstream. Many struggle with what these innovations could possibly mean for their businesses and personal/consumer life and this session is designed to answer those questions and more!

Kunal Bhasin, KPMG
Andrew Kiguel, Tokens
Zachary Friedman, GDA Group

4:00 pm

End of Training Day

4:00 pm

Super Week Launch Reception

Open to all delegates

Member of CAASA

$100 per Delegate Pass

Event Registration Closed

Non-Members of CAASA

$150 per Delegate Pass

Event Registration Closed

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