Digital Assets Outlook Europe 2023
Where allocators and managers meet to discuss the latest in digital asset investing
Wednesday, November 9, 2022 - London | 8.15am - 3pm GMT
The digital asset hedge fund industry has experienced significant growth in the past few years as more dedicated firms have entered the space and more traditional managers have begun to incorporate digital asset strategies into their investment processes. Digital Asset Outlook Europe 2023 will connect investment managers and institutional investors to discuss the latest opportunities and challenges that this still nascent sector of the hedge fund industry provides.
Agenda
0815 - 0900: Registration, Breakfast
0900 - 0915: Opening Remarks
0915 - 0945: Session 1: Fireside Chat: How to Profit from the Crypto and Broad DLT Growth Story
Speaker: Peter Habermacher, CEO and Co-Founder, Aaro Capital
Interviewed by Greg Winterton, Founder, Managing Editor, AlphaWeek
0945 - 1030: Session 2: Panel: Digital Assets’ Place In A Diversified Portfolio
The cryptocurrency market is too volatile to be a portfolio’s primary exposure. Or is it? This panel explains the best fit for professional investors and what is reasonable to expect – and what isn’t - from a digital assets allocation.
Speaker: Marc P. Bernegger, Co-Founder, AltAlpha Digital
Speaker: Moritz Seibert, Chief Investment Officer, Exponential Age Asset Management
1030 - 1100: Networking Break
1100 - 1145: Session 3: Panel: Best Practices and Current Developments in Digital Asset Custody and Infrastructure
The middle and back office of the digital asset industry gets almost as much attention as the front office; media coverage of cold storage and exchange risk raises red flags, whilst the relentless pace of development and maturation of the industry provides the bull case. This panel discusses the current state of the middle and back office infrastructure of the digital asset hedge fund market and what market participants should be excited about in the coming 12-24 months.
Speaker: Manu Choudhary, CEO, DMALINK, Co-Founder, DeFinity Markets
Speaker: Rufus Round, CEO, GlobalBlock
Speaker: Dave Shastri, Chief Strategy Officer, Truss Edge
1145 - 1230: Session 4: Panel: Discretionary vs Quant
Large amounts of data exists in the public equity space with regards to whether discretionary or systematic strategies are better. But cryptoassets have a much shorter history from which to draw conclusions. This panel explains the current thinking here and how investors should view each approach.
Speaker: Ron Akram, Co-Founder, Co-Managing Principal, Isla Capital
Speaker: Patrick Ghali, Managing Partner, Sussex Partners
Speaker: Yuval Reisman, CEO, YRD Diversified Alpha Fund
1230 - 1330: Networking Lunch
1330 - 1415: Session 5: Virtual Fireside Chat: The Exponential Age of Digital Assets: Everything Will Change
Speaker: Raoul Pal, CEO, Exponential Age Asset Management
Interviewed by Greg Winterton, Founder, Managing Editor, AlphaWeek
Exponential Age Asset Management CEO Raoul Pal joins Digital Assets Outlook Europe 2023 from his home in the Cayman Islands to discuss his own journey in digital assets, his views on Web3 and the open metaverse, and what led him to start his own digital assets investment firm.
1415 - 1500: Session 6: Fireside Chat: How Does A Traditional Hedge Fund Allocator Approach Digital Assets?
Speaker: John van Marle , Partner, Theta Capital Management
Interviewed by Greg Winterton, Founder, Managing Editor, AlphaWeek
Theta Capital is well known for its Legends fund of hedge funds, which allocates to hedge funds trading more traditional markets. But it also has a blockchain venture capital fund of funds, and Theta Capital Partner John van Marle will be speaking about Theta’s approach to the space and the differences – and similarities - between hedge fund investing and venture capital investing in the digital assets market.
1500 - 1505: Closing Remarks
1505 - 1600: Networking reception
Speakers
Ron Akram, Co-Founder, Co-Managing Principal, Isla Capital
Marc P. Bernegger, Co-Founder, AltAlpha Digital
Manu Choudhary, CEO, DMALINK, Co-Founder, DeFinity Markets
Patrick Ghali, Managing Partner, Sussex Partners
Peter Habermacher, CEO and Co-Founder, Aaro Capital
John van Marle , Partner, Theta Capital Management
Raoul Pal, CEO, Exponential Age Asset Management
Yuval Reisman, CEO, YRD Diversified Alpha Fund
Rufus Round, CEO, GlobalBlock
Dave Shastri, Chief Strategy Officer, Truss Edge
Moritz Seibert, Chief Investment Officer, Exponential Age Asset Management
Sponsors
Registration