Fintech Series: Blockchain
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Fintech Series: Blockchain

 Export to Your Calendar 11/30/2017
When: Thursday, November 30th
From 4:30pm until 7:30pm
Where: Map this event »
Lending Club
595 Market Street
2nd Floor
San Francisco, California  94105
United States

Online registration is available until: 11/30/2017
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We will discuss the state of technology implementation and use cases for BitCoin, BlockChain, and other cryptocurrencies. Globally, dozens of firms (from small startups to IBM) have spent billions trying to commercialize BlockChain, in financial services in particular, but real day to day applications have been limited. What needs to happen for mass adoption to take hold? What are the challenges that the early entrants into the BlockChain space have faced? When will those challenges be resolved? What types of firms and/or job functions are likely to be threatened by BlockChain? 


David Byrd, CPA, Research Lead, Financial Services Office

David Byrd is a member of the Financial Services Office audit practice in San Francisco, serving asset management clients such as hedge funds, private equity and venture capital firms. David developed an expertise around audit and compliance procedures as they relate to funds and exchanges dealing in cryptocurrency, as well as companies undergoing ICOs. He received PhD from the University of California, Davis in Philosophy with a focus in cognitive science, teaching courses such as Minds, Brains, and Computers. David also taught for Santa Clara University and the University of San Francisco, receiving a Bachelors in Accounting from the latter. David is a Certified Public Accountant licensed in the state of California.

Dan Morehead, CEO & Founder, Pantera Capital

Dan is founder and CEO of Pantera Capital, an investment firm focused exclusively on Bitcoin, other digital currencies, and companies utilizing blockchain technology. The firm was founded in 2003 with a focus on global macro hedge fund investments. He has more than 25 years of experience in managing global macro funds, macro trading, and investment advisory services Dan has held various management and executive positions throughout his career with Tiger Management, Atriax, Deutsche Bank, Bankers Trust, and Goldman Sachs.

Amy Wan, Co-Founder & CEO, Sagecoin

Amy Wan is Co-Founder & CEO of Sagecoin, a project of Bootstrap Legal. Amy has authored various legal publications in capital markets, including the upcoming legal practice guide on ICO securities offerings on Bloomberg Law (to be release early 2018) and chapters of the Lexis Nexus Practice Advisor on Private Equity. Previously, she was a Partner at Crowdfunding Lawyers and General Counsel at Patch of Land, a real estate crowdfunding platform. She has also worked in international regulatory and trade policy at the U.S. Department of Commerce, and was a Presidential Management Fellow at the U.S. Department of State and U.S. Department of Transportation. She holds an LL.M. in Public International Law from the London School of Economics and Political Science, a JD from the University of Southern California Gould School of Law, and a BA in Biological Sciences from the University of Southern California.

Emi Yoshikawa, CFA, Director of Joint Venture Partnership, Ripple

Emi Yoshikawa is Director of Joint Venture Partnership at Ripple and manages business development activities for Asian markets including Japan, China and ASEAN, and oversees its joint venture (SBI Ripple Asia) with SBI Holdings in Japan. She works closely with banks, payment providers and crypto exchanges across Asia in order to bring blockchain solutions to the market.
Prior to Ripple, Emi co-founded and ran a US-Asia business development consulting company and was previously a product manager of industry-leading equity portfolio analytics solutions at MSCI. She has an MBA degree from Harvard Business School and is also a CFA charterholder.


Cameron Turner, Co-Founder, & The Data Guild / Co-Manager, Oxford Angel Fund

Cameron is co-founder of, The Data Guild and Co-Manager Oxford Angel Fund. He has an applied background in digital finance, software management, industrial data science, machine learning, crypto-currencies/blockchain and applied artificial intelligence. His recent projects include digital currencies retention in subsaharan Africa for the The Gates Foundation and the financial fraud prediction system for Starbucks. Additionally, he led a joint software development project with PwC, KPMG, SEC and Microsoft, a solution for Sarbanes-Oxley financial reporting compliance. He served as founder and CEO of ClickStream Technologies, which was acquired by Microsoft, where he led the company’s Telemetry practice, managing essentially all inbound data systems, globally. Since then he co-founded The Data Guild, a boutique data science co-development practice in Palo Alto, helping Fortune 500 build and deploy advanced AI systems from design to production, with a focus on social impact. Cameron serves as an Entrepreneur-in-Residence at Stanford’s StartX accelerator, Venture Studio Advisor at Stanford’s Graduate School of Business and co-manages the Oxford Angel Fund. He serves on the External Technology Advisory Board for Accenture. Other board positions include and Cam holds a B.A. from Dartmouth College, an M.B.A. from Oxford University and M.S. in Statistics from Stanford University.







This event qualifies for 1.5 hours of continuing education credit for CFA Charterholders.

Cancellation Policy: Please contact with at least 24 hours notice to receive a full refund.