2022 The Digital Age for Institutional Investors | Arca
Key Takeaways
- Macro Sentiment: Because financial markets are naturally adjusting themselves, the Fed may not have to hike rates 10 times in 2022
- Institutional Investors: Digital asset CIOs play a similar role to CIOs in foreign exchange markets; the markets are never really closed and require constant monitoring
- Audience Opinion: Nearly 65% of conference participants think blockchain will be more transformative than the internet
- Thematic Opportunities: DeFi opportunities to look out for include cross-chain solutions, privatized data trading, and KYC and identity solutions
- Future Innovation: Periods of creative disruption are important growth milestones for new, emerging sectors
Opening Remarks
Rayne Steinberg– CEO and Co-Founder of Arca
May 18, 2022 AGENDA(Times in ET)
Balancing Investment and Risk Management
Leading CIOs explore the digital asset landscape by comparing valuation and risk methods from traditional markets to develop unique strategies that generate alpha in the crypto ecosystem.
Speakers:
- Avi Felman – Principal & Head of Digital Assets Trading at GoldenTree Asset Management
- Jeff Dorman, CFA – Chief Investment Officer & Co-Founder at Arca
- Matthew Shapiro – Partner at Multicoin Capital
- Shiliang Tang – Chief Investment Officer at LedgerPrime
- Moderated by: Rayne Steinberg – CEO of Arca
Keynote
Thomas Lee – Managing Partner at Fundstrat Global Advisors & Head of Research at FSInsight
How Institutions are Adopting Digital Assets
Institutional investors explain the primary factors driving institutional adoption, the obstacles blocking greater permeation, and the forces that will propel digital assets forward in the short and long term.
Speakers:
- Andrew Chen – Portfolio Manager at Lockheed Martin Investment Management Co.
- Clara Bullrich - Managing Partner at Alvarium Investments
- Jeffrey Barnes – Director at UVIMCO
- Michael Tanney – Managing Director at Magnus Financial Group LLC.
- Moderated by: Darren Langer – Managing Director, Head of Americas Institutional IR & Business Development
Tokenizing Capital Markets
Financial Innovators meet digital asset pioneers to deliberate how blockchain and crypto assets can increase operational efficiencies, transform product roadmaps, and direct institutions towards a tokenized future with trusted investment partners.
Speakers:
- Emmanuel Aidoo – Executive Director at Perella Weinberg Partners
- Hannah Baker – Principal at KKR & Co. Inc.
- Morgan McKenney – CEO of Provenance Blockchain Foundation
- Sandy Kaul – SVP at Franklin Templeton
- Moderated by: Annelise Osborne – Head of Institutional at Arca Labs
Ushering in the Digital Future with Venture Capital
Venture capitalists break down the digital asset ecosystem by investable sector and discuss the standout trends and pockets of predicted exponential growth.
Speakers:
- David Pakman – Managing Partner at CoinFund
- Miko Matsumura – General Partner at Gumi Cryptos Capital
- Will Nuelle – Co-Head of Principal Investments at Galaxy Digital
- Moderated by: David Nage – Portfolio Manager at Arca
Discovering DeFi for a Stable and Equitable Financial System
Digital asset leaders simplify decentralized finance and share projects and alternative solutions that will address the limitations of traditional finance.
Speakers:
- Hassan Bassiri – Portfolio Manager at Arca
- John Clarke – Co-Founder at Algofi
- Joshua Lim – Head of Derivatives at Genesis Global Trading
- Orest Byskosh – Associate at Nima Capital LLC.
- Moderated by: Ayesha Kiani – Chief Operating Officer at LedgerPrime
Constructivism: A Prime Role for Institutions in the Digital Asset Ecosystem
Experienced investors explore the role institutions can play to help guide and mature digital asset projects. They also examine the need for finance and other professional participation in digital asset governance for the betterment of the ecosystem.
Speakers:
- Brandan Maher – Senior Manager at Ernst & Young
- Matthew Hepler – Vice President, Portfolio Management at Arca
- Quentin Koffey – Managing Partner & Chief Investment Officer at Politan Capital Management
- Roy Katzovicz – CEO at Saddle Point Management, L.P.
- Steve Goulden, CFA – Senior Cryptocurrency Analyst at DRW
- Moderated by: Vicky Ge Huang – Investing Correspondent at Business Insider
Thematic Investing in Digital Assets
Digital asset researchers analyze the ecosystem and identify macro trends, decentralized developments, and investment opportunities for professional investors.
Speakers:
- Alex Thorn – Head of Firmwide Research at Galaxy Digital
- Eric Turner, CFA – Vice President, Market Intelligence at Messari
- Katie Talati – Director of Research at Arca
- Noelle Acheson – Head of Market Insights at Genesis
- Moderated by: Jack Melnick – Token Research & Lab Sales at The Tie