The Digital Assets AND Securities Conference

Three Days of Powerful Talks

In 2021 and 2022, this informative and integrative conference brought together builders, buyers, issuers, integrators, skeptics, shills, lawyers, moonshots, and ‘loonshots’ to connect and enable a stronger ecosystem to further the understanding of the intersection of Digital Assets and Securities.

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Expect expert keynotes, alarming predictions, possibly pugilistic panels, and scintillating sequences of opinions, ideas, and, most importantly, answers to all of your burning questions like:

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• What is a digital asset?
• When is a digital asset a security?
• What is the role of a Broker-Dealer in the sale and management of digital assets?
• How do I transform my business or offering using digital assets?
• Who is doing this right? And how?
• What is the best protocol for issuing digital assets?
• Do protocols matter?
• How do digital assets change the role of a transfer agent, broker-dealer, and custodian?
• What do the regulators think? 
• How do Issuers and Broker-Dealers comply?
• Where are the buyers? Where can I find liquidity?
• What are opportunities and obstacles for adoption?
• Are NFT's securities?
• What are models for custody?
• How do digital assets enable Direct Listings?
• How will SEC regulations impact NFT’s, digital securities, Bitcoin, ETF, etc?
• What is tokenized real estate? How will it affect the future of syndication?

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What to expect:

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There will be:

• Opportunities for sponsored Keynotes
• Panels where no one agrees on everything
• Case studies from actual doers
• Impromptu and sponsored breakouts
• Technical sessions for devs and product people
• Vendors and partners

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Who should attend?

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• Business leaders from companies involved in Digital Assets and Securities
• Technical Leaders and Builders
• Lawyers, Legislators and Regulators
• Builders
• Issuers and Investors (Accredited, Ventures, Strategic)
  

Client Partner Conference Agenda

7:30 - 9 AM | Breakfast

9 - 9:30 AM | Opening Remarks

9:30 - 10 AM | The Art of Packaging For Issuers

10 - 10:30 AM | Special Presentation by Planet Wealth

10:30 - 11 AM | Coffee break

11 - 11:30 AM | The Value of a Seamless I/O Experience

11:30 - 12 PM | The Bridge to Private Equity by Resolute Capital Partners

12 - 1 PM | Lunch + Presentation by Gary Brandeis

1 - 1:30 PM | Special Presentation by Security Token Market

1:30 - 2 PM | The Foundation for Real Asset Trading on Chain is Data & Price Discovery

2 - 2:30 PM | Self-Directed IRA for Digital Assets

2:30 - 3 PM | Coffee break

3 - 3:30 PM | The New Liquidity, ATS Trading

3:30 - 4 PM | Vertalo Success Network

4 - 4:30 PM | Vertalo APIs + Roadmap

4:30 - 5 PM | Closing Remarks

5 - 6 PM | Cocktail reception for all

6 - 8 PM | Dinner + Music by Dyl

Main Conference

Day 1 Agenda

7:30 - 9 AM | Breakfast

9 - 9:20 AM | Opening Remarks

9:20 - 9:40 AM | Keynote Speaker: Planet Wealth

9:40 - 10 AM | Keynote Speaker: Nitin Gaur

10 - 10:45 AM | Panel: Real Estate Opportunity in Digital Assets

10:45 - 11 AM | Coffee break + Breakout announcements

11 AM - 12:20 PM | Breakouts

12:30 - 1:30 PM | Lunch + Direct Listing Survey Results

1:30 - 2:15 PM | Panel: ATS'S - Business Models

2:15 - 2:30 PM | Coffee break + Breakout announcements

2:30 - 4 PM | Breakouts

4 - 4:10 PM | More About ATSs (Intro to panels)

4:10 - 4:35 PM | Panel: ATS Regulations - What Changed From 2019-2021

4:35 - 5:15 PM | Panel: The Best Protocol for Issuing Digital Assets

5:15 - 5:30 PM | Closing Day One

5:30 - 6:30 PM | Crypto & Cocktails

6:30 - 8 PM | Dinner & Music by Zach Resnick

Day 2 Agenda

7:30 - 9 AM | Breakfast

9 - 9:10 AM | Opening Remarks

9:10 - 9:50 AM | Panel: Investing in the Digital Asset Economy

9:50 - 10:20 AM | Keynote Speaker: Rep Tan Parker + Texas Blockchain Council

10:20 - 10:45 AM | Panel: Role of Transfer Agent in Digital Asset Securities

10:45 - 11 AM | Coffee break + Breakout announcements

11 AM - 12:20 PM | Breakouts

12:30 - 1:30 PM | Lunch 

1:30 - 2:10 PM | Panel: What's the Purpose of Policy & Regulation in the Digital Asset Securities Space?

2:10 - 2:30 PM | Coffee break + Breakout announcements

2:30 - 4 PM | Breakouts

4 - 5 PM | Panel: The Future of Liquid Digital Asset Securities

5 - 5:15 PM | Closing 

The Venue