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Intro to Crypto/Digital Assets Custody & Post Trade

2-Day Training Seminar | New York City | Boston | London

Intro to Crypto/Digital Assets

Custody and Post Trade

Sep 16-17, 2019 – NYC
Sep 18-19, 2019 – Boston
Oct 7-8, 2019 – London

Attend in-person or virtually via livestream!

Times: 8:30 am – 4:30 pm
CPE Credits: 14
Level: Beginner
Method: Group Live
Prerequisites: None

Blockchain, Distributed Ledger Technology, and Digital Assets have all rapidly evolved over the past 18 months. Moving forward from cryptocurrencies and the questionable growth (and collapse) of Initial Coin Offerings (ICOs), digital assets have evolved into  legitimate assets such as security tokens that are quickly being adopted by the mainstream financial services industry.

Professionals in the financial services industry must quickly adapt to the surging popularity and use of digital assets; to do so, they must learn and understand the unique benefits–and challenges–that digital assets pose.

This two-day training course, complete with important case studies, addresses the use of digital assets, including regulatory considerations (in the United States and globally), operational factors (including custody, clearing and settlement), and best practices in post-trade operations for digital assets.

Agenda

  1. Evolution of Blockchain and Distributed Ledger Technology
  2. Understanding Cryptocurrencies
  3. Digital Assets
    1. What is a Digital Asset vs. Digitized Asset?
    2. Initial Coin Offerings
    3. Tokenized Securities
      1. Security Tokens: Governance Structure
  4. Evolution of Digital Assets
    1. Growth of Market
    2. Market Structure for DLT-based Products
  5. Key Players and Their Roles
  6. Custody of Digital Assets
    1. Overview of the Current Landscape for Digital Asset Custody
      1. Private Keys and Digital Signatures
      2. Hot Storage
      3. Cold Storage
      4. Multi-Signature
    2. Examples:
      1. DTCC Concept
      2. Euroclear
      3. Global Examples
    3. Transfer of Digital Assets
    4. Pricing and Valuation of Digital Assets
    5. Recordkeeping Requirements
    6. Best Practices
  7. Regulatory Compliance
    1. Stances of:
      1. SEC
      2. CFTC
      3. BIS
      4. BCBS
      5. FSB
    2. Cybersecurity Regs Relating to Crypto Assets
    3. AML/KYC for Crypto Assets
  8. Operational Risk Considerations for Digital Assets
  9. Looking Forward
    1. Near Term
    2. Long Term
  10. Conclusions
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Instructor

Phillip Silitschanu

Phillip Silitschanu

Director of Strategic Relationships

Token IQ

Phillip Silitschanu is the Director of Strategic Partnerships, at Token IQ, which provides an AML/KYC empowered Security Tokenization platform to issuers of tokenized assets; and is also a member of the Board of Advisors for the International Due Diligence Organization. He was formerly Director of European Research at Aite Group and Research Principal at Lightship Research and Consulting.

Phillip is widely recognized in the press as an expert on global capital markets and financial services, having been quoted in Barron’s, Business Week, Financial Times, Wall Street and Technology, Funds Europe, Investments & Pensions Europe, and more.

He is fluent in English, French, Brazilian Portuguese, and Spanish; and holds a Juris Doctor in Securities Regulation Law from Stetson University, an MBA in Entrepreneurship from Babson College, and a BS in Finance from Boston University.

He has taught courses on Anti-Money Laundering (AML) in Latin American, Blockchain, and others; and co-authored the Euromoney Books “Multi-Manager Funds: Long Only Strategies for Managers and Investors.”

Training Locations

New York City

Sept. 16-17, 2019

Downtown Conference Center
157 William Street
New York City, NY  10038

Boston

Sept. 18-19, 2019

Club Quarters Hotel Boston
161 Devonshire Street
Boston, MA 02110

London

Oct. 7-8, 2019

Club Quarters Hotel – Gracechurch
7 Gracechurch Street
London, EC3V 0DR

$1,695
New York City
  • Attend In-Person or Via Virtual Live Stream
  • Early-bird Price: $1,695 (by Aug 15)
  • Regular Price: $1,895 (after Aug 15)
Buy Ticket
$1,695
Boston
  • Attend In-Person or Via Virtual Live Stream
  • Early-bird Price: US$1,695 (by Aug 15)
  • Regular Price: US$1,895 (after Aug 15)
Buy Ticket
US$1,695
London
  • Attend In-Person or Via Virtual Live Stream
  • Early-bird Price: US$1,695 (by Aug 15)
  • Regular Price: US$1,895 (after Aug 15)
Buy Ticket