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.
Julie Smith, Director of Research, Morgan Stanley
Julie joined Medici Ventures as Director of Research in 2017. Prior to joining Medici, Julie worked in Morgan Stanley’s Sales & Trading division where she worked with some of the firm’s largest pension, hedge fund, and mutual fund clients across equity based products. Julie is a graduate of Stanford University with a BA in Philosophy.
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, FounderBit.com & The Data Guild / Co-Manager, Oxford Angel Fund
Cameron is co-founder of FounderBit.com, 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 Evocalize.com and Worldreader.org. 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.
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