GEF Miami Agenda

Monday, March 14, 2022

7:30 AM – 6:45 PM

7:30 AM – 8:30 AM | REGISTRATION AND BREAKFAST | Sponsored by Cambridge Associates

Jim Aiello, Co-Founder, Greenwich Economic Forum

8:35 AM – 9:05 AM | OPENING KEYNOTE INTERVIEW: The Future of Cryptocurrency
Lauren Abendschein, Head US Institutional Sales, Coinbase
Roger Bayston, Director of Quant & FinTech Strategies, Franklin Templeton

9:05 AM – 9:50 AM | M&A Deal Making in 2022
Moderator: Michal Katz, Head of Investment & Corporate Banking, Mizuho Americas
Laurence Goldberg, Managing Director, ONEX
Arlen Shenkman, CFO and EVP, Citrix
Laura Turano, M&A Partner, Paul, Weiss

9:50 AM – 10:05 AM | Perspectives from the Mayor of Miami
Francis Suarez, Mayor of Miami, FL

10:05 AM – 10:25 AM | Why Correlation is Unreliable in Finance
Interviewer: Dimitris Valatsas, Chief Economist, Greenmantle
Nassim Nicholas Taleb, Distinguished Scientific Advisor, Universa Investments

10:25 AM – 10:45 AM | Networking Break

10:45 AM – 11:15 AM | Managing Your Portfolio Through Extraordinary Uncertainty
Catherine Keating, CEO, BNY Mellon Wealth Management
Matt Brown, Founder & CEO, CAIS

11:15 AM – 12:00 PM | Old Assets in a New Way
Moderator: Morgan Borer, Partner, Bevel
Michael Weisz, Co-Founder & President, Yieldstreet
Cormac Kinney, Founder & CEO, Diamond Standard
Ashraf Rizvi, Founder & CEO, Gilded

Interviewer: Russell Sherman, Partner, Prosek Partners
Alex Rodriguez, Chairman & CEO, A Rod Corp.

1:00 PM – 1:50 PM | 3 Roundtable Discussions

1. Introduction to Crypto Prime Brokerage
Lauren Abendschein, Head of US Institutional Sales, Coinbase
Sarah Williamson, Director of Financing Trading, Coinbase

2. Best Practices for Evolving ESG Strategies and Emerging Trends
Sinead Colton Grant
, Global Head of Investor Solutions, BNY Mellon Wealth Managemnt
Karen Wawrzaszek, Regional President, BNY Mellon Wealth Management

3. Emerging Managers And Institutional Exposure To Cryptocurrency Funds
Host: Andrew Pignanelli, Founder & CEO, Velvet
Maggie Sun, Director, Alpha Square Group
Dr. Vin Menon, Founder, CGCX Group of Companies and BGBF
Anna Dinescu, COO & Founder, LibertyRoad Capital

1:50 PM – 2:20 PM | The New Age of Economic Warfare
Moderator: John Quelch, Dean, University of Miami Hebert School of Business
Chris Miller, Director, Eurasia, Greenmantle
Dimitris Valatsas, Chief Economist, Greenmantle

2:20 PM – 3:05 PM | Institutional Access to Cryptocurrencies: Conforming to Regulations
Moderator: Brett Philbin, Executive Vice President, Edelman
Carlos Domingo, Co-Founder & CEO, Securitize
Ari Paul, Founder & CIO, BlockTower
Jake Brukhman, Founder & CEO, CoinFund
Marco Santori, Chief Legal Officer, Kraken

3:05 PM – 3:25 PM | Networking Break

3:25 PM – 3:55 PM | Exchanges of the Future
Moderator: Michael Bucella, General Partner, BlockTower
Dmitri Galinov, Founder & CEO, 24 Exchange
Vishal Gupta, Head of Exchange, Coinbase

3:55 PM – 4:25 PM | Venture, SPACs and Why Building Alternatives to Big Tech is Important For Our Economy
Moderator: Omeed Malik, CEO, Farvahar Partners & Colombier Acquisition Corp
Colin Greenspon, Founder & Managing Partner, Narya
Chris Pavlovski, CEO, Rumble

4:25 PM – 5:05 PM | Democratizing Finance: The Future of Alternative Investments
Moderator: Matt Brown, Founder & CEO, CAIS
Pierre Caramazza, Head of US Product & Specialty Sales, Franklin Templeton
Howard Nifoussi, US Head of Wealth Management, Apollo Global Management
Adam Green, CEO, YieldX
Rishi Khanna, CEO, Stocktwits

5:05 PM – 5:10 PM | Closing Remarks
Bruce McGuire, Co-Founder, Greenwich Economic Forum

5:10 PM – 6:45 PM | RECEPTION ON THE BAY | Sponsored by Yieldstreet