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Cryptocurrencies: Money of the Future?

Tuesday, January 16 | 5:45 – 9:00 Followed By A Catered Networking Reception

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Members: $30 | Nonmembers $70

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Free & Available to Members Only

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5:45 – Registration

6:00 – Opening Remarks and Introduction CAROLE K. CRAWFORD, CFA, Founder & Managing Partner, fincap360; Chair, CFANY FinTech Leadership Group PETER SEREMETIS, CFA, Managing Director, Financial Services, Xerox

6:05 – Keynote THOMAS LEE, CFA, Managing Partner & Head of Research, Fundstrat Global Advisors, LLC

6:50 – Panel Discussion Moderator Lisa Vioni, CEO, Hedge Connection, Inc. Panelists RON QUARANTA, Chairman, Wall Street Blockchain Alliance JEFF BANDMAN, Founder & Principal, Bandman Advisors Emmanuel Aidoo, Head of Blockchain & Cryptocurrency Strategy, Credit Suisse CRISTINA DOLAN, Co-Founder & COO, iXLedger Joshua Ashley Klayman, Of Counsel, Morrison & Foerster LLP

7:50 – Closing Keynote NOLAN BAUERLE, Director of Research, CoinDesk

8:00 – Closing Remarks Daniel Dagen, CFA, Chief Executive Officer, CFANY

8:05 – Networking Reception

Event Overview

Cryptocurrency prices saw a rise of over 400% in the first three quarters of 2017, but are extremely volatile. Some prominent executives have declared Bitcoin and other crypto currencies a fraud, yet the CFTC has approved a swap execution facility (SEF) and derivatives clearing organization (DCO) for bitcoin swaps and options. Central banks across the globe are exploring issuing their own crypto or digital currencies, while many are banning initial coin offerings by companies.

Learning Outcome Statements

  • Gain an understanding of cryptocurrency:
    • What is it? How is it related to blockchain and distributed ledger technology? How is it different from other forms of digital money?
  • Learn about the current state of cryptocurrency development among central banks around the world
  • Understand the challenges that have prevented broader adoption of cryptocurrencies and what they mean the future



CFA NY Conference Center 1540 Broadway 45th St. Entrance Suite 1010


To Attend Members: $30 | Nonmembers $70

Livestream Access Free & Available to Members Only

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Tom Brigandi, Recipient of CFA Institute’s Inaugural Global Outstanding Young Leader Award


Bjorn Forfang, Deputy Chief Executive Officer, CFA Institute


6:30 – 7:45 PANEL


Han Yik, Head of Institutional Investors, World Economic Forum


Marc Goldwein, Senior Vice President, Committee for a Responsible Federal Budget Focus: Entitlement Crisis

Brian Levitt, Senior Investment Strategist, OppenheimerFunds Focus: National Debt

Tim Blake, CFA, Managing Director & Chairman of Pension Steering Committee, Moody’s Investors Service Focus: Public Pension


Roberto Peralta, CFA, Director, Société Générale


TO ATTEND Members: $15 | Nonmembers: $30

LIVESTREAM REGISTRATION Free to Members & Nonmembers

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Livestream Registration
Asset Owners: Request Complimentary Admission

Media/Press: Complimentary admission with pre-approval. Please contact Jenny Ball at for related inquiries.


This event will feature thought leaders that represent apolitical organizations such as large buy-side fund managers like OppenheimerFunds, in addition to objective non-partisan nonprofit organizations such as the Committee for a Responsible Federal Budget and the World Economic Forum, for a data driven discussion focused on quantifying the credit and market risks associated with the US government’s unfunded public pension and entitlement liabilities, in addition to national Federal debt. This event is hosted as a part of the CFA Society New York’s “Putting Beneficiaries First” initiative.

The US government’s fiscal year runs from October 1st through September 30th. During FY2017, according to the Department of Treasury’s financial statements, the US government took in $2.95 trillion in federal tax deposits. And on top of that, the government generated additional revenue through fees and investments. In total, the US government’s FY2017 revenue exceeded $3 trillion, more than the combined GDPs of the least wealthy 130 countries in the world. But the US government’s budget for fiscal year 2017 cost $4.1 trillion. To make up the shortfall, the US government added $671 billion to the national debt, in addition reducing the nation’s cash balance by $194 billion. In total, the federal government’s cash deficit was $865 billion for FY2017, which contributed to the national debt recently exceeding $20 trillion. According to former SEC Chairman Chris Cox and former House Ways and Means Committee Chairman Bill Archer in their November 28, 2012 WSJ article “Why $16 Trillion Only Hints at the True U.S. Debt”, the actual liabilities of the federal government—including Social Security, Medicare, and federal employees’ future retirement benefits—already exceed $86.8 trillion. In addition to federal entitlement liabilities and the national Federal debt, state and local government pensions also face an under-funding problem. According to the Federal Reserve, public pension assets reached a record $4.06 trillion as of June 30 2017. That said, according to a Moody’s Investors Service report published on September 13th 2017, nationwide public pension adjusted net pension liabilities will exceed $4 trillion in 2017, which means there is approximately $8 trillion in total adjusted public pension liabilities and slightly over $4 trillion in public pension assets.

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Asset Owners: Request Complimentary Admission
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DISCLAIMER OF ENDORSEMENT References herein to any specific sponsor or service do not necessarily constitute or imply the endorsement, recommendation or favoring by CFA Society New York. CFA Society New York strives to be a community for diverse opinions and differing perspectives, and the views and opinions expressed by speakers, presenters and/or organizers at events do not necessarily state or reflect those of CFA Society New York. CFA Society New York expects all attendees to comply with CFA Society New York’s Code of Conduct while attending CFA Society New York events or meetings. CFA Society New York expressly reserves the right, in its sole discretion, to grant or deny access to any individual, or to expel any individual from any CFA Society New York event or meeting.

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