Digital Assets Global Exchange – 2021

Overview

The CAASA Digital Global Asset Exchange (DAGE) brings together speakers and participants from single and multi- family offices, institutional investors, investment dealers, Canadian and global investment management houses, and affiliated service providers.

We are offering several delegate pass options to CAASA Members including a choice of free limited-access or full-access delegates passes for a small fee.

Limited-access passes (view only, no networking) are also available for non-members.

*Limited-access passes allow the attendee to view the webinars and Table Talks but the networking function (1:1 meetings) will not be available.

Global Partner

Fireside Chat: What’s Next in Cryptoassets

Speakers

When

  • September 14, 2021
  • 10:00 am – 4:00 pm EST
  • September 15, 2021
  • 8:00 am – 6:00 pm EST
  • September 16, 2021
  • 8:00 am – 6:00 pm EST

Where

CAASA’s All-in-One Virtual Platform

Agenda

Day 1

  • September 14, 2021
  • 10:00 am – 4:00 pm

Day 2

  • September 15, 2021
  • 9:00 am – 6:00 pm

Day 3

  • September 16, 2021
  • 8:00 am – 6:00 pm

Day 4

  • September 17, 2021
  • 8:00 am – 5:00 pm

  • September 14, 2021
  • 10:00 am – 4:00 pm

Blockchain & Cryptocurrency Fundamentals

9:40 am

Platform Orientation + Fundamentals & History

A great refresher for those who have come to one of our conferences and an excellent introduction to our easy to use (according to reviews that we’ve heard!) online viewing, messaging, and meeting platform. We recommend that everyone see this as we will not be able to field one-on-one questions very easily on the day. Followed by:

Fundamentals & History at 10:00 am ET

What is Bitcoin/cryptocurrency/crypto-assets? Even the question get complicated! This session will explain the history and underpinnings of blockchain and distributed ledger technology (DLT), and crypto-assets such as cryptocurrencies & smart contracts.

Arthur Salzer, Northland Wealth Management
Kerem Kolcuoglu, Penrose Partners

11:00 am

Origin of the Species: Bitcoin (and Ethereum)

For most, their introduction to crypto (and even blockchain) is typically Bitcoin and some speaking on it have some pretty biased and sometimes elementary notions of why people should invest in it (e.g., it’s going up). This talk will introduce the impetus for Bitcoin (aka BTC) and its expected use case going forward. It will also speak on Ethereum (aka Ether aka gas aka ETH) and its similarities and differences to BTC in such areas as scarcity, creation (PoW vs PoS…soon), and its actual use (hint: it’s not a currency).

Fred Pye, 3iQ Digital Asset Management
Jason Zaluski, Hut 8 Mining

12:00 pm

Payment/Transaction Integration: Stablecoins & CBDCs

Some see stablecoins and Central Bank Digital Currencies (CBDCs) as threats to other crypto-assets like BTC and ETH while others see them as a logical on-ramp to put all transactions on blockchains at some point. This discussion explains the traditional payments process, how blockchain technology can be used in these instances, what stablecoins & CBDCs are, and how all of this fits into the larger picture of blockchain integration.

Kerem Kolcuoglu, Penrose Partners
Mitchell Nicholson, KPMG

1:00 pm

Trading, Execution, & Custody

Continuing in the subject of transactions, this session will tackle the subject of trading, execution, and custody of both traditional securities/financial instruments as well as crypto-assets and how these old and new assets can co-exist on wealth management and investment management platforms.

Ronald C. Landry, CIBC Mellon
Sarah Morton, Meetami
Benjamin R. Arnold, Meraki Global Advisors

2:00 pm

Privacy, Compliance, Cyber-crimes/theft, & Insurance

Once everything is ‘on chain’, investors and users of crypto-assets have some basic Maslow’s Hierarchy needs to be fulfilled: that of safety of their assets and information, as well as ensuring that each transaction is performed in accordance with regulatory requirements and industry norms. This chat will focus on these most basic needs as a way to round out the larger adoption conversation.

Jerome Dwight, Brane Capital
Kerem Kolcuoglu, Penrose Partners

3:15 pm

Alt Coins & Everything Else

There is more to crypto-assets than BTC and ETH and this session will discuss how other coins, tokens, and blockchain applications are used, how they are created, and where this large area of investment and innovation is evolving to provide unique use cases and benefits to the industry at large.

Keith Black, CAIA Association
Austin Hubbell, Consilium Crypto

4:00 pm

End of Training Day

  • September 15, 2021
  • 9:00 am – 6:00 pm

Full Day of Content

8:00 am

Tête-à-Tête Session

6 x 20-minute 1:1 meetings

9:40 am

CAASA’s Virtual Platform Introduction

Paul Koonar, CAASA

9:50 am

NowTalk 1: HBS on Crypto: Welcome to the Metaverse

This NowTalk features Dr. Randy Cohen, noted speaker on many subjects and senior lecturer at Harvard Business School. In this session, Dr. Cohen will reflect on the many papers he has read and talks he has given on crypto-currency/assets and provide contemporaneous context for today’s valuation justification as well as thoughts as to where these new assets are headed.

Randolph B. Cohen, Harvard Business School
James Burron, CAASA

10:30 am

Discussion 1: Crypto Access via Funds

Getting access to crypto-assets is not as straightforward as some might like, so this group of panelists devised a better mousetrap and created mutual funds, ETFs, and private or exchange-listed closed-end funds to allow investors in Canada and around the world to gain exposure to this asset class in a regulated, more traditional manner. This allows one to invest registered (e.g., RRSP, TFSA) and other monies into these new and growingly popular investments.

Keith Black, CAIA Association
Fred Pye, 3iQ Digital Asset Management
Steve Hawkins, Horizons ETFs
Paul Cappelli, Galaxy Digital Asset Management

11:30 am

Break

11:45 am

Fireside: What’s Next in Cryptoassets

Galaxy Digital is one of the early adaptors to the opportunity of cryptoassets such as Bitcoin, and Ethereum and other alt-coins. The creation of funds to invest in these new assets via funds is a great start and now the promise of DeFi (Decentralized Finance) as well as its potential pitfalls give a growing number of opportunities and challenges to those active in the space. This fireside is your chance to hear from a leader in the space, Steve Kurz with Galaxy Digital Asset Management, who is joined by another booster of the asset class, Arthur Salzer at Northland Wealth Management, and get to know this dynamic asset class and the spots of advantage for investors and operators looking for the next big thing.

Arthur Salzer, Northland Wealth Management
Steve Kurz, Galaxy Digital Asset Management

12:45 pm

Break

1:00 pm

NowTalk 2: Canada and Crypto

Determining the appetite for crypto-assets by both investors and financial services participants is an important part of knowing (i) the size/breadth/depth of the industry, (ii) what these groups are doing presently, and (iii) where they see themselves in terms of adoption in the next while. Join us for this NowTalk that reviews our nationwide survey results as well as commentary as to where the industry is likely headed.

Kunal Bhasin, KPMG
James Burron, CAASA

1:30 pm

Discussion 2: Direct Crypto Access

Some believe “not your keys, not your coins”; others would like to get crypto-assets on their brokerage statements; whatever the motivation, choosing to get direct access/possession of these instruments can seem daunting to the uninitiated. This panel is specifically designed to get the audience up to speed on the process of tradings, execution, and custody (as well as pricing) crypto-assets via exchanges and other mediums. Even if you’re not going to get this technical, it’s a super way to understand the plumbing behind the scenes!

Benjamin R. Arnold, Meraki Global Advisors
Hashim Mitha, MeetAmi
Kerem Kolcuoglu, Penrose Partners
Giles Anderson, Fidelity Clearing Canada ULC

2:15 pm

Break

2:30 pm

Educational Roundtables

This session is aimed at providing all event attendees with the ability to join in genuine knowledge exchange and discussion in a small group and informal setting.

Choose from 3 x 20-minute round table discussions

3:30 pm

Break

4:00 pm

Tête-à-Tête Session

6 x 20-minute 1:1 meetings

6:00 pm

Crypto Cocktails

Join our in-house Mixologist on Day 2 as he leads a hands-on exploration of curated “crypto” cocktails from the comfort of your home. Registration includes all the goods needed to make three cocktails from home with shipping included.

8:00 pm

End of Day 2

  • September 16, 2021
  • 8:00 am – 6:00 pm

Full Day of One on One Meetings

  • September 17, 2021
  • 8:00 am – 5:00 pm

Full Day of One on One Meetings

Crypto Cocktails

Exclusive to Digital Assets Global Exchange Delegates only

CAASA invites all attendees to join their fellow delegates along with our in-house Mixologist who will lead a hands-on exploration of classic cocktails from the comfort of your home.

Shake, stir, and sip as you learn the basic skills of bartending. While imbibing, your host will fill you in on the unique story of each drink and its historical relevance.
Registration includes all the goods needed to make three cocktails from home with shipping included.

Just remember to add the cocktail option to your ticket when registering for the Exchange.

 

Members of CAASA

Asset Managers, Service Providers, & Consultants

With Networking

$300 CAD + HST

Event Registration Closed

Members of CAASA

Asset Managers, Service Providers, & Consultants

View Only (No Networking)

Complimentary

Event Registration Closed

Allocators & Investors

Single Family Office, Multi-Family Office, Institutional Investors, Foundations, & Endowments

With Networking

Complimentary

Event Registration Closed

Non-Members of CAASA

Asset Managers, Service Providers, & Consultants

View Only (No Networking)

$55

Event Registration Closed

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