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About

About

These events have been built in collaboration with some of the world’s leading banks, financial institutions and technology companies to ensure that the most pressing and pertinent issues are covered. Topics ranging across trading, fixed income, derivatives, syndicated loans and trade finance, identity and payments. Discussion for leading figures on both the business and technology sides of the global banking industry.

Topics: Distributed Ledgers in Financial Markets, Innovation in Capital Markets, Connecting Banking Environments to Distributed Ledgers, Smart Contracts, Decentralised Clearing Network, Decentralization in Financial Markets, Implementation Strategies, Distributed Ledger Regulations & Compliance….

Who will attend? CEOs, Chairmen, CTOs, CIOs, Managing Directors, Global Heads, Heads of Desks, Heads of Innovation and teams, Traders, Quants, Structurers, FinTech companies and more besides.

Benefits of attending:

  • Boost your contact list
  • The event will bring together the tech and financial worlds to create a framework for one to solve the needs of the other.
  • It will be a perfect place to network and do business with everyone you need, under one roof.
  • Keep up to date with this rapidly developing arm of the industry.
  • Join the debate
WBS Training are pleased to announce our latest dynamic conferences in the ever changing world of financial technology. The fee for London is £950.00 + UK VAT both days, £500 + UK VAT per day. The fee for New York City is $1100 both days and $600 per day. Limited places so book early.

LONDON BROCHURE

NEW YORK BROCHURE

Conference Speakers

Conferences

London Conference Day 1: Thursday 3rd November

LONDON BROCHURE


08:30: Registration and Morning Welcome Coffee


Distributed Ledgers in Financial Markets


09.00 – 10.00: Keynote Speech: Distributed Ledgers in Financial Markets

Presenter: Massimo Morini: Head of Interest Rates, Credit and Inflation Models, Gruppo Intesa Sanpaolo

  • Financial Market Problems: consensus by reconciliation
  • Too much Trust: Slow Transactions, Costly Duplication, Opacity, Litigations
  • The Risk Consequences: Operational Risk, Credit Risk and Capital requirement
  • From Fintech-hype to a possible business reform enabled by aspects of Tech
  • Variation and Initial Margin Workflow on a Distributed Ledger
  • Smart contracts: Robot Counterparties or Digital Referees?
  • Oracles, SGX and a question: can we make contracts with machines?
  • What impact on incumbents? NO or NEW roles for CCPs and Repositories?

10.00 – 10.45: Privacy and Scalability in Private and Public Blockchain Systems

Presenter: Vitalik Buterin: Ethereum founder

Blockchain technologies are attracting increasing interest from both the financial industry and other sectors such as supply chain management and IoT because of their robustness, authenticity and verifiability properties. However, the technology in its current form has serious limitations particularly in the areas of privacy and scalability. Blockchains are so secure precisely because every node in the network must process and verify every transaction; however, this fact also inherently limits scalability, as the transaction processing power of the entire network is limited to the transaction processing power of one node, and also naturally hurts privacy, as a large number of actors (potentially the entire world) sees every transaction. New research in techniques such as sharding, state channels, ring signatures, additively homomorphic encryption and zero-knowledge proofs promises to greatly mitigate a lot of these issues, and expand the set of feasible use cases for blockchain technology to a much larger scope. I discuss the latest development in these technological trends, particularly from the point of view of Turing-complete smart contract systems that seek to gain these privacy and scalability advantages while maximally preserving generality.


10.45 – 11.15: Morning Break and Networking Opportunities


11.15 – 12.00: Connecting Banking Environments to Distributed Ledgers  

Presenter: Chris Huls: Blockchain Specialist, Rabobank

  • Various scenarios to couple your blockchain wallet to your money (at your bank) and their consequences
  • Enriched functionality of blockchain payments, IoT payments, identity, ticketing, etc.
  • Future directions

12.00 – 12.45: State of Cryptocurrencies and Distributed Ledger Technology

Presenter: Garrick Hileman: Economic Historian, University of Cambridge and London School of Economics – Founder, MacroDigest.com

  • Taxonomy and conceptual framework for cryptocurrencies/DLT
  • Current state of play (ie adoption, funding, etc)
  • Assessing the opportunities surrounding various DLT use cases
  • Government/central bank interest in cryptocurrencies/DLT
  • Predictions

12.45 – 13.45: Lunch 


Smart Contracts


13.45 – 14.30: Topic to be confirmed

Presenter: TBCR3 CEV


14.30 – 15.30: Smart Contract Templates

Presenter: Lee Braine: Investment Bank CTO Office, Barclays

  • Barclays Investment Bank internal team within Barclays London Accelerator
  • “Smart Contract Templates” connects text within legal agreements to corresponding business logic
  • Potential benefits include cost reduction, efficiency improvement and risk reduction
  • Demonstration of Barclays software prototype
  • Open innovation and collaboration
  • A Barclays Investment Bank internal team within the current Barclays London Accelerator has been prototyping Smart Contract Templates. The aim is to connect text within legal agreements to corresponding business logic, with potential benefits including cost reduction, efficiency improvement and risk reduction. This talk will summarise the initiative and include a demonstration of a Barclays software prototype.

15.30 – 16.00 Afternoon Break and Networking Opportunities


16.00 – 16.45: Smart Contract Development

Presenter: To be confirmed

  • What are smart contracts? Their strengths and weaknesses.
  • Smart contract platforms, application specific and generic.
  • Interacting with smart contracts – APIs, Oracles and user interfaces.
  • Emerging design patterns for smart contract systems.
  • Testing tools for smart contracts.
  • Smart contract use cases

16.45 – 17.45: Smart contracts Panel

  • Do smart contracts actually belong in the finance sector?
  • Do you see value in smart contracts to improve call processes?
  • Discuss the various types of potential smart contracts and smart contract platforms.
  • What are the roles of smart contracts in automated execution for derivatives trading.
  • What are the challenges that smart contracts create for existing contract law?
  • How will smart contracts be incorporated into the existing legal framework?
  • Could smart contracts actually drive legal changes?
  • How might smart contracts modernize financial products, such as mortgages?
  • How will personal and commercial insurance change with smart contracts?
  • Is there a demand? Can this technology increase customer satisfaction?

Moderator:

  • Vitalik Buterin: Ethereum founder

Panel:

  • Lee Braine:Investment Bank CTO Office, Barclays
  • TBC, R3 CEV
  • Massimo Morini: Head of Interest Rates, Credit and Inflation Models, Gruppo Intesa Sanpaolo
  • Chris Huls: Blockchain Specialist, Rabobank
  • Alpesh Doshi: Managing Partner, CEO, Fintricity

17.45: Networking Reception

Stay and continue the day’s discussions and network with food and drink.

New York Conference Day 1: Thursday 1st December

NEW YORK BROCHURE


08:30: Registration and Morning Welcome Coffee


Distributed Ledgers in Financial Markets


09.00 – 09.45: Keynote Speech: Introduction to Distributed ledger – Distributed Ledger Technology 

Presenter: Christian Martin, CEO Tera Exchange

  • Future of Distributed ledger in financial services
  • How can Distributed ledger grow your margins?
  • Understanding the requirements of financial institutions and how Distributed ledger can be applied to each case
  • Why it is Distributed ledger the future?

09.45 – 10.30: Innovation in Capital Markets

Presenter: To be confirmed

  • Seeing beyond the hype: which problems can Distributed ledger applications realistically solve?
  • What is driving investment in Distributed ledger within the financial services?
  • How will ownership of and responsibility for Distributed ledger architectures develop?
  • Disrupt or be disrupted? What could be the cost of not investing in Distributed ledger?

10.45 – 11.15: Morning Break and Networking Opportunities


11.00 – 11.45: Distributed Ledgers in Financial Markets

Presenter: Massimo Morini: Head of Interest Rates, Credit and Inflation Models, Gruppo Intesa Sanpaolo

  • Financial Market Problems: consensus by reconciliation
  • Too much Trust: Slow Transactions, Costly Duplication, Opacity, Litigations
  • The Risk Consequences: Operational Risk, Credit Risk and Capital requirement
  • From Fintech-hype to a possible business reform enabled by aspects of Tech
  • Variation and Initial Margin Workflow on a Distributed Ledger
  • Smart contracts: Robot Counterparties or Digital Referees?
  • Oracles, SGX and a question: can we make contracts with machines?
  • What impact on incumbents? NO or NEW roles for CCPs and Repositories?

11.45 – 12.30: Panel: Industry Leaders at the Forefront of Distributed Ledger Developments 

  • Exploring the key strategic implications of the technology
  • A discussion on the future of Distributed ledger in financial services
  • Critically evaluating its potential impact
  • Scope and timeline of implementations.

Panel:

  • Brad J. Bailey: Research Director, Capital Markets, Celent
  • Other Panellists To be confirmed

12.30 – 13.30: Lunch


Decentralization Clearing Network


13.30 – 14.15: Decentralization in Financial Markets

Presenter: To be confirmed


14.15 – 15.00: Decentralization and the Wider Impacts of Distributed Ledger Technology

Presenter: Stuart Elson: Shisa Advisors, LLC

  • What are the drivers of decentralization in financial services?
  • The threat of disintermediation: will clearing and settlement services become obsolete? 
  • Facilitating the sharing economy: what will be the impact on P2P financial products?
  • Decentralized autonomous organizations: will this be the future? Who will benefit?
  • Will Distributed ledger technology accelerate the move to a cashless society?

15.00 – 15.40: Panel: Four Genuine Distributed Ledger Use Cases

Panel:

  • Vikas H. Shah: Managing Director, Tech/Media/Telecom and Financial Services Investment Banking, Rosenblatt Securities
  • Marisol Collazo: CEO, The Depository Trust & Clearing Corporation (DTCC)
  • Richard Hulit: Senior Capital Markets and FinTech Executive, Financial Technology and Infrastructure Consultancy
  • Igor Telyatnikov: Chief Operating Officer, AlphaPoint

15.40 – 16.10 Afternoon Break and Networking Opportunities


Smart Contracts:


16.10 – 16.55: Evaluating the Potential of Smart Contracts

  • Where will the first viable use cases emerge? 
  • How might smart contracts modernize financial products, such as mortgages?
  • How will personal and commercial insurance change with smart contracts?
  • Will the combination of IoT data and smart contracts revolutionize automation?
  • Coding the agreement: what shifts in culture and mentality are needed?
  • How will smart contracts be incorporated into the existing legal framework?
  • Is there a demand? Can this technology increase customer satisfaction?

Presenter: Bijon Mehta – FinTech, Innovation, Product Management,  J. P. Morgan


16.55 – 17.40: Smart Contract Templates

Presenter: Tim Grant: Managing Director, Head of Lab & Research Center, R3


17.40 – 18.10: Panel: Why Distributed ledger Detractors are Missing the Point

Getting Value from Distributed ledger

Panel:

  • David Shuler: FinTech Business Development, itBit
  • Andre De Castro: CEO and Founder, Blockchain of Things
  • Other Panellists To be confirmed

18.10: Networking Reception

Stay and continue the day’s discussions and network with food and drink.

London Conference Day 2: Friday 4th November

08:30: Morning Welcome Coffee


Decentralised Clearing Network


09.00 – 09.45: Decentralised Clearing Network (DCN):

“The Decentralised Clearing Network (DCN): A Compelling Alternative to CCP Clearing” 

Presenter: Robert Sams: CEO, Founder, Clearmatics

  • CCP’s a solution or a source of systemic risk?
  • Bilateral collateralisation on a DCN
  • How consensus computers can fully automate OTC valuation and margining
  • Optimising capital efficiency whilst mitigating counterparty risk
  • What about IMA/CSA?

09.45 – 10.30: Settlement Chain Architecture Using Permissioned Distributed Ledgers

Presenters: Michele Curtoni: Strategy Manager, Global Technology Innovation & Moiz Kohari: Group Head of Technology Innovation, London Stock Exchange

  • London Stock Exchange Group experience in distributed ledgers technologies
  • Areas of potential application within the European market infrastructure
  • Considerations of innovation in regulated environments

10.30 – 11.00: Morning Break and Networking Opportunities


11.00 – 11.45: Post-Trade Settlements, Derivatives & Cross-border Payments Panel

    • Discuss the pros and cons of DLT for settlements and how it could remove the reliance of intermediaries for clearing.
    • Can a Decentralized Clearing Network be better than a Centralized Counterparty?
    • Potentially what else can be shared and decentralized?
      • Execution, Settlement?
      • Even the Order Book?
  • Could the use of distributed ledger technology harmonise the regulatory difficulties on the world derivatives markets?
  • Will distributed ledger technology advancements include reduced collateral requirements?
  • What are the pain points for collateral management that distributed ledgers could potentially address?
  • The threat of disintermediation: will clearing and settlement services become obsolete? 
  • Facilitating the sharing economy: what will be the impact on P2P financial products?
  • Decentralised autonomous organizations: will this be the future? Who will benefit?
  • Will Distributed ledger technology accelerate the move to a cashless society?

Moderator:

  • Robert Sams: CEO, Founder, Clearmatics

Panel:

  • Moiz Kohari: Head of Technology Innovation, London Stock Exchange Group
  • Alex Batlin:Head of UBS FinTech Innovation Lab, UBS (to be confirmed)
  • Fabian Vandenreydt: Global Head of Securities Markets, Innotribe & The SWIFT Institute, SWIFT
  • Other panellists to be confirmed

Distributed Ledger Regulations & Compliance 


11.45 – 12.30: Distributed Ledger Regulations & Compliance

Topic to be confirmed

Presenter: Siân Jones, Founder, European Digital Currency & Blockchain Technology Forum


12.30 – 13.30: Lunch


13.30 – 14.15: Do KYC Utilities Need to Eat Themselves to Remain Relevant?

Presenter: Ross Breadmore: Associate Director – Innovation, Synechron

  • How distributed ledgers dis-intermediate KYC
  • Potential blockers to this including availability of third party data and regulatory acceptance 
  • The opportunity for KYC utilities, step they must consider to survive
  • How Synechron is helping Dun & Bradstreet explore distributed ledgers for KYC

14.15 – 15.00: Distributed Ledger Regulations & Compliance Panel

  • What are the potential compliance, operational, legal and regulatory implications of Distributed Ledger Technology?
  • Discuss how a streamlined clearing and settlements using distributed ledger technology could help to overcome regulatory hurdles and future challenges
  • In the ever changing regulatory and compliance environment what do we expect from the regulators regarding cryptocurrencies and the Blockchain?
  • How will the regulators initially deal with DLT innovation?
  • Discuss how DLT might enhance, influence or hinder the regulators.
  • Should regulators agree or not? DCN as the perfect Trade Repository
  • Could DLT help the regulators to foresee the next potential crisis, and how to react?
  • Will DLT technology radically change the regulatory landscape?

Moderator:

  • Siân Jones: Founder, European Digital Currency & Blockchain Technology Forum

Panel:

  • Nicole Sandler: Vice President, Regulatory Policy, Barclays
  • Benjamin Whitby: Global Regulatory Compliance GBM & CMB, Global Risk, HSBC Bank
  • Tomaso Aste: Head, Financial Computing and Analytics Group, Director of UCL Centre for Blockchain Technologies Director, MSc Financial Risk
  • Presenter to be confirmed

15.00 – 15.15: Afternoon Break and Networking Opportunities


15.15 – 16.00: Regulatory Sandboxes Friend or Foe?

Presenter: Nicole Sandler: Vice President, Regulatory Policy, Barclays

The FCA sandbox

  • Overview of how project innovate works
  • The FCA sandbox consultation
  • How the regulatory sandbox works – benefits and disadvantages
  • Problems with the current suggestion of an umbrella sandbox for FIs

Foreign Sandboxes

  • Singapore – MAS sandbox consultation
  • [Australian sandbox consultation – deciding how much to say on this]

[Global/Cross border sandboxes]

  • Benefits and difficulties

16.00 – 16.45: Algorithmic Regulation and Compliance with Blockchain

Presenter: Tomaso Aste: Head, Financial Computing and Analytics Group, Director of UCL Centre for Blockchain Technologies Director, MSc Financial Risk

Abstract

I will discuss the design of systems that record encrypted, unchangeable, time-stamped data on the blockchain and retrieve them securely for automatic compliance and algorithmic regulation purposes via smart contracts.

New York Conference Day 2: Friday 2nd December

08:30: Morning Welcome Coffee


09.00 – 09.45: Keynote Speech: Blockchains, Distributed Ledgers, and P2P Transactions in Retrospective and Perspective: The Past, Present, and Future of the DLT

Presenter: Alexander Lipton: MIT Connection Science & Engineering


Implementation Strategies


09.45 – 10.30: What it Takes to “get it right” to Implement Distributed Ledger Technology

Presenter: Lucien Foster: FinTech Strategic Partnerships, J.P. Morgan


10.30 – 11.00: Morning Break and Networking Opportunities


11.00 – 11.45: Overcoming the Challenges of Distributed Ledger Implementation

  • What organizations are best placed to fulfill a trust validation role?
  • What challenges will the computational power demand bring?
  • What are the realities of transferring existing databases into blocks?
  • How limiting are legacy systems in Distributed ledger implementation?

Presenter: Pramod Achanta: Partner, Financial Markets and Blockchain, IBM


Distributed Ledger Regulations & Compliance


11.45 – 12.30: Panel: The Future of Global Financial Infrastructure

  • How will Distributed ledger solutions fit with the existing regulatory regime? 
  • What shifts in regulation should be proposed to facilitate adoption?
  • How can collaboration with regulators be optimized?
  • How can optimal transparency be achieved?

Panel:

  • Sandra Ro: Digitization, CME Group
  • Bob Bonomo: Technology Consulting: Blockchain, Cryptocurrencies and Asset Management, Bob Bonomo LLC
  • Other Panellists To be confirmed

12.30 – 13.30: Lunch


13.30 – 14.15: Digital Authentication: How can Distributed Ledger Aid Compliance with KYC and AML Regulation?

 Presenter: Jennifer Peve: Co-head Office of FinTech Strategy, The Depository Trust & Clearing Corporation


14.15 – 15.00: Regulatory Sandboxes Friend or Foe?

Presenter: Nicole Sandler: Vice President, Regulatory Policy, Barclays

The FCA sandbox

  • Overview of how project innovate works
  • The FCA sandbox consultation
  • How the regulatory sandbox works – benefits and disadvantages
  • Problems with the current suggestion of an umbrella sandbox for FIs

Foreign Sandboxes

  • Singapore – MAS sandbox consultation
  • [Australian sandbox consultation – deciding how much to say on this]

[Global/Cross border sandboxes]

  • Benefits and difficulties

15.00 – 15.15: Afternoon Break and Networking Opportunities


15.15 – 16.00: What Are Regulators Thinking?

Presenter: Ann Rutledge: Financial Journalist & Consultant

  • Distributed ledger and regulation 
  • Innovators and investors should not have to seek government’s permission
  • Develop distributed ledger technology address the increased operational complexity

16.00 – 16.30: What are the Potential Benefits of Distributed Ledger Architectures in Regulatory Reporting?

Presenter: David Nathanson: Asset Backed Finance and Structured Credit, Morningstar


16.30 – 17.00: Predicting the Future of Distributed Ledger in Financial Services

Presenter: Joseph Plastina: Strategy & Business development, Broadridge

  • Will Distributed ledger change the established business models of financial institutions?
  • What will be the next big milestone for Distributed ledger technology?
  • Which use cases will prove to be scalable for large financial institutions?
  • How do timeframes for adoption vary across different areas of financial services?

QuanTech Book Partner: The The Business Blockchain

The Business Blockchain: Promise, Practice, and Application of the Next Internet Technology

The Business Blockchain: Promise, Practice, and Application of the Next Internet Technology

Blockchains are new technology layers that rewire the Internet and threaten to side-step older legacy constructs and centrally served businesses. At its core, a blockchain injects trust into the network, cutting off some intermediaries from serving that function and creatively disrupting how they operate. Metaphorically, blockchains are the ultimate non-stop computers. Once launched, they never go down, and offer an incredible amount of resiliency, making them dependable and attractive for running a new generation of decentralized services and software applications.

The Business Blockchain charts new territory in advancing our understanding of the blockchain by unpacking its elements like no other before. William Mougayar anticipates a future that consists of thousands, if not millions of blockchains that will enable not only frictionless value exchange, but also a new flow of value, redefining roles, relationships, power and governance. In this book, Mougayar makes two other strategic assertions. First, the blockchain has polymorphic characteristics; its application will result in a multiplicity of effects. Second, we shouldn’t ask ourselves what problems the blockchain solves, because that gives us a narrow view on its potential. Rather, we should imagine new opportunities, and tackle even more ambitious problems that cross organizational, regulatory and mental boundaries.

Just as the Internet created new possibilities that we didn’t foresee in its early years, the blockchain will give rise to new business models and ideas that may still be invisible. Following an engaging Foreword by Vitalik Buterin, this book is organized along these 7 chapters:

  1. What is the Blockchain?
  2. How Blockchain Trust Infiltrates
  3. Obstacles, Challenges & Mental Blocks
  4. Blockchain in Financial Services
  5. Lighthouse Industries & New Intermediaries
  6. Implementing Blockchain Technology
  7. Decentralization as the Way Forward

Purchase the book here: http://eu.wiley.com/WileyCDA/WileyTitle/productCd-1119300312.html

Author: William Mougayar

William Mougayar

William Mougayar is general partner at Virtual Capital Ventures, an early stage tech fund. He is on the board of directors of OB1, the OpenBazaar open source protocol that is pioneering decentralized peer-to-peer commerce; a special advisor to the Ethereum Foundation; a member of OMERS Ventures board of advisors; an advisory board member to the Coin Center; and founder of Startup Management.

William Mougayar has been described as the most sophisticated blockchain business thinker. He is a blockchain industry insider whose work has already shaped and influenced the understanding of blockchain for people around the world, via his generous blogging and rigorous research insights.

Follow William Mougayar on twitter: @wmougayar

Sponsors

There are limited sponsorship opportunities for this event so please contact neil@wbstraining.com
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Clearmatics is developing the next-generation clearing machines for financial OTC markets. Our blockchain platform brings together custodians and end-users on a single platform, where members can settle securities trades and automate the performance of derivatives and other financial contracts using our Decentralised Clearing Network (DCN) technology.



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Over the years, financial professionals around the world have looked to Wiley and the Wiley Finance series with its wide array of bestselling books for the knowledge, insights, and techniques that are essential to success in financial markets. As the pace of change in financial markets and instruments quickens, Wiley continues to respond.

With critically acclaimed books by leading thinkers on value investing, risk management, asset allocation, and many other critical subjects, the Wiley Finance series provides the financial community with information they want. Written to provide professionals and individuals with the most current thinking from the best minds in the industry, it is no wonder that the Wiley Finance series is the first and last stop for financial professionals looking to increase their financial expertise.

Media Partner

Media Partner

Brave New Coin (BNC) is a Data & Research company who has built a superior Market-Data Engine for the Blockchain & Digital Equities industry. We collect, process & index live data from over 100 trading platforms in real-time to produce a number useful data tools for Developers, Traders & Enterprise. 



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Media Partner

BTC Media: As the first dedicated media outlet for digital currency, BTC Media has been providing the mission-critical intelligence since 2011 for hundreds of companies, from Fortune 500 corporations to Silicon Valley startups. We gather, validate and route the critical information today's decision makers need to evaluate this complex and evolving industry. Our unparalleled insights provide you with the context, connections and relationships to drive innovation and explore the Internet of Value.
https://www.btcmedia.org/

Distributed: The Distributed Ledger provides essential education and intelligence covering the development, deployment and application of blockchains and distributed ledgers.https://godistributed.com/

Bitcoin Magazine: Bitcoin Magazine is the original source of information, news and commentary about Bitcoin, the blockchain and digital currencies.https://bitcoinmagazine.com/

yBitcoin: yBitcoin is a trusted and educational introductory primer into the world of Bitcoin and the blockchain since 2013.https://ybitcoin.com/