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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 New York City is $1100 both days and $600 per day. Limited places so book early.

NEW YORK CITY VENUE

New York Conference Location Downtown Conference Center 157 William Street New York, NY 10038 USA Tel: +1212 618 6990

NEW YORK BROCHURE

Conference Speakers

Conferences

London Conference Day 1: Thursday 3rd November

London Conference Location: Venue Website

Grand Connaught Rooms 61 – 65 Great Queen Street
London WC2B 5DA

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: Fundamentals of Tokenizing Financial Instruments onto a Blockchain: Why, What, and How?

Presenter: Hugh Madden: Co-founder and CTO, ANX INTERNATIONAL

  • Relationship between distributed ledgers, product systems, and sub general ledgers
  • Vertical and horizontal efficiency
  • Application of distributed ledgers to existing value chains with tokenisation
  • Operating models for tokenisation
  • Key considerations and risks

10.45 – 11.15: Morning Break and Networking Opportunities


11.15 – 12.00: 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

12.00 – 12.45: 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

12.45 – 13.45: Lunch 


13.45 – 14.30: R3 Innovation Through Collaboration

Presenter: Adam Furgal: Director, R3 Global Collaborative Lab, R3 CEV

  • Separating the hype form the reality
  • How does R3 act as a center of gravity to generate answers?
  • How does Corda fit in the DLT landscape?
  • The importance of regulating in parallel

Smart Contracts


14.30 – 15.15: “Update on Smart Contract Templates”

Presenter: Lee Braine: Investment Bank CTO Office, Barclays

  • “Smart Contract Templates” to connect legal agreements to corresponding business logic
  • Standardised agreements, straight-through processing, legal enforceability, simplified dispute resolution
  • Cost reduction, efficiency improvement, risk reduction
  • Open innovation and collaboration (ISDA, UCL, R3 consortium, etc)
  • Research papers and summits
  • Next steps

15.15 – 15.45 Afternoon Break and Networking Opportunities


15.45 – 16.30: Blockchain re-defines Operating Models with Smart Contracts as the Secret Sauce

Presenter: Nick Ayton: SmartLedger Labs, Blockchain-X

  • Implementing Blockchain Operating Models
  • Blockchain as a >50% cost out play
  • Smart Contracts are the secret sauce

16.30 – 17.30: 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?

Panel:

  • Lee Braine:Investment Bank CTO Office, Barclays
  • Massimo Morini: Head of Interest Rates, Credit and Inflation Models, Gruppo Intesa Sanpaolo
  • Nick Ayton: SmartLedger Labs, Blockchain-X
  • Chris Huls: Blockchain Specialist, Rabobank
  • Alpesh Doshi: Managing Partner, CEO, Fintricity

17.30: 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 CITY VENUE

New York Conference Location Downtown Conference Center,
157 William Street New York, NY 10038 USA 

NEW YORK BROCHURE


08:30: Registration and Morning Welcome Coffee


Distributed Ledgers in Financial Markets


09.00 – 09.45: Introduction to Distributed Ledger

Presenter:  Ted NadeauPresident, Dot Line Inc.

  • Distributed Ledger – getting everyone into the same conceptual block
  • Background
    • Blockchain & Bitcoin
  • Present Day
    • Distributed Ledger Technology (DLT)
  • Conference & Future

09.45 – 10.30: Evolving Technology Untrusted Services with Performance

Presenter: Donald Wesnofske: Consultant, Risk Officer, Inc.

  • Transaction Transformation Timeline The New Frontier exploring Transaction Workflow Processing
  • Byzantine Generals’ Problem Versus Zytglogge Conundrum, Blockchain Uses and capabilities of Distributed Ledger Technology
  • Alternative Computing Technologies, Computing by a wide range of new and sometimes unusual methods
  • Centralized versus decentralized information processing
  • State of Distributed Ledger TechnologyLimitations of distributed ledger technology
  • Is Widespread Adoption Feasible Adoption of blockchain distributed legers requires jumping over a number of hurdles
  • Blockchain Distributed Ledger Information Increasing Pace of adoption
  • Next Steps For the Industry

10.30 – 11.00: Morning Break and Networking Opportunities


11.00 – 11.45: Transforming IoT Security and Application Development via the Blockchain

  • Security complexities of the new landscape that has emerged with the proliferation of devices 
  • Enablement of peer-to-peer communications across globally distributed devices 
  • Capability to control vast numbers of decentralized devices, via central administration 
  • Enabling compliance and governance for autonomous systems, sensors, and devices 
  • Providing registration and discovery of vast numbers of devices in a globally distributed way 

Presenter: Andre De Castro: CEO and Founder, Blockchain of Things


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

Moderator:

  • Donald Wesnofske: Consultant, Risk Officer, Inc.

Panel:

  • Brad J. Bailey: Research Director, Capital Markets, Celent
  • Jeffrey Billingham: Vice President, IHS Markit
  • Alexander Lipton: MIT Connection Science & Engineering (to be confirmed)
  • Joseph Plastina: Strategy & Business development, Broadridge

12.30 – 13.30: Lunch


Decentralization Clearing Network


13.30 – 14.15: 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?

14.15 – 14.55: Panel: Four Genuine Distributed Ledger Use Cases

Moderator:

  • Donald Wesnofske: Consultant, Risk Officer, Inc.

Panel:

  • Richard Hulit: Senior Capital Markets and FinTech Executive, Financial Technology and Infrastructure Consultancy
  • Igor Telyatnikov: Chief Operating Officer, AlphaPoint
  • Jacob Dienelt: Managing Director, Digital Asset Group, BKCM, LLC
  • Will Janensch: Co-founder & COO, Concur Reference Data

Smart Contracts:


14.55 – 15.40: Evaluating the Potential of Smart Contracts

Presenter: Jeffrey Billingham: Vice President, IHS Markit

  • 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?

15.40 – 16.10 Afternoon Break and Networking Opportunities


16.10 – 16.55: R3: Innovation Through Collaboration

Presenter: Todd McDonald: Co-Founder, R3

  • Separating the hype form the reality
  • How does R3 act as a center of gravity to generate answers?
  • How does Corda fit in the DLT landscape?
  • The importance of regulating in parallel

16.55 – 17.35: Panel: Why Distributed ledger Detractors are Missing the Point

Getting Value from Distributed ledger

Moderator:

  • Bartt Charles Kellermann: CEO, Global Capital Acquisition

Panel:

  • Andre De Castro: CEO and Founder, Blockchain of Things
  • Tone Vays: Blockchain Researcher, LibertyLifeTrail
  • Bilal Dar: Lead Consultant, Mercer
  • Bryan Feinberg: Founder, Blockchain Partners

London Conference Day 2: Friday 4th November

London Conference Location: Venue Website

Grand Connaught Rooms 61 – 65 Great Queen Street
London WC2B 5DA

LONDON BROCHURE


08:30: Morning Welcome Coffee


09.00 – 09.45: “DAT or DLT? Distributed Automation Technology and the Future of Financial Market Infrastructure”

Presenter: Robert Sams: CEO, Founder, Clearmatics


Settlements, Derivatives & Cross-border Payments


09.45 – 10.30: Settlement Chain Architecture Using Permissioned Distributed Ledgers

Presenters: Michele Curtoni: Strategy Manager, Global 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:

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

Panel:

  • Michele Curtoni: Strategy Manager, Global Technology Innovation, London Stock Exchange
  • Fabian Vandenreydt: Global Head of Securities Markets, Innotribe & The SWIFT Institute, SWIFT
  • Simon Taylor: Co-Founder / Director, Blockchain at 11:FS
  • Adam Furgal: Director, R3 Global Collaborative Lab, R3 CEV
  • Hugh Madden: Co-founder and CTO, ANX INTERNATIONAL

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
  • Ross Breadmore: Associate Director – Innovation, Synechron

15.00 – 15.15: Afternoon Break and Networking Opportunities


15.15 – 16.00: Sandboxes Friend or Foe?

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

  • What is Project Innovate?
  • The FCA’s sandbox consultation
  • The Regulatory Sandbox
  • The Virtual/Industry Sandbox
  • The Umbrella Company Sandbox
  • Other jurisdictions following the FCA’s lead –including MAS and the US

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: Key Challenges for Blockchain Adoption; Strategies to Help Successful Implementation

  • What are the biggest impediments to blockchain adoption?
  • How to get your blockchain POC funded?
  • What does it take to make a successful implementation?
  • Moving from POC to production – what does it take?

Presenter: Usha Krishnan: founder & CEO, ChainGenie


10.30 – 11.00: Morning Break and Networking Opportunities


11.00 – 11.45: Overcoming the Challenges of Distributed Ledger Implementation

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

  • 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?

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?

Moderator:

  • Bartt Charles Kellermann: CEO, Global Capital Acquisition

Panel:

  • Nicole Sandler: Vice President, Regulatory Policy, Barclays
  • Ann Rutledge: Founding Principal and CEO, R&R Consulting
  • Ling W. Chang: Founder & CEO, LedgerFunding, Inc.
  • Kirill Gourov: Founder, CSquared
  • Jason Leibowitz: LeboBTC Ledger Group

12.30 – 13.00: Cryptocurrency and Blockchain: The Buy Side Perspective

Presenter: Chris Burniske: Blockchain Products Lead, ARK Investment Management LLC  

  • Teasing apart the technology and the assets in the blockchain opportunity
  • Investigating the current state of the broader cryptocurrency markets
  • Deep dive into bitcoin in the context of modern portfolio theory

13.00 – 14.00: Lunch


14.00 – 14.45: Sandboxes Friend or Foe?

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

  • What is Project Innovate?
  • The FCA’s sandbox consultation
  • The Regulatory Sandbox
  • The Virtual/Industry Sandbox
  • The Umbrella Company Sandbox
  • Other jurisdictions following the FCA’s lead –including MAS and the US

14.45 – 15.30: What Are Regulators Thinking?

Presenter: Ann Rutledge: Founding Principal and CEO, R&R Consulting

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

15.30 – 15.45: Afternoon Break and Networking Opportunities


15.45 – 16.30: Bitcoin: Blockchain’s Killer App

Presenter: Jacob Dienelt: Managing Director, Digital Asset Group, BKCM, LLC

While there are many exciting technical projects being built on blockchain/dlt rails – the first use case may still remain the killer app.  Bitcoin is up 50% over the last two years as an asset, while showing no statistical correlation to any other asset class.  With bitcoin ETFs coming online, and more Wall Street coverage/price targets – This maybe a can’t miss trade!

 

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.



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EDCAB - European Digital Currency & Blockchain Technology Forum is a public policy platform for virtual currencies and distributed ledger technology.

EDCAB is at Rue Chares Martel, 6-8, 1000 Brussels, Belgium and can be reached using our contact form or by phone: +32 2 588 7232.

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. 



Media Partner

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/

Media Partner

Media Partner

CIOReview is a technology magazine that talks about the enterprise solutions that can redefine the business goals of enterprises tomorrow. It is the leading source that shares innovative enterprise solutions developed by established solutions providers, upcoming hot enterprises and is a neutral source for technology decision makers. Published from Fremont, California, CIOReview is an excellent platform for the enterprise to showcase their innovative solutions.