Digital Assets Expanded
Recorded On: 06/29/2022
Digital Assets, cryptocurrency, tokenization, distributed ledger, blockchain...the list goes on and on. Expert panelists will help you understand what these technologies are all about, how they are connected, and how digital assets continue to impact our industry.
Join us to discover how these digital capabilities converge with traditional assets and services and how they distinguish themselves as unique. While these capabilities face regulatory, technology, and product integration hurdles, digital assets may hold a significant key for your firms in the near future.
· What are digital assets
· Regulatory and Risk considerations
· Digital Custody
· Integrating these capabilities into today’s products
Nicsa is pleased to offer this webinar learning activity to attendees who are seeking CPE credits. 1 CPE unit may be available for attendees of this webinar. The webinar requires no advanced preparation, no pre-requisite study and is appropriate for all who have a basic understanding of the investment management industry.
Nicsa is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.
CPEs Earned: 1
CPE Field of Study: Specialized Knowledge
Program Level: Basic
Delivery Method: Group-Internet Based
Advanced Preparation: None
CANCELLATIONS AND REFUNDS:
Due to this program being offered free of charge, there will be no refunds issued.
Questions or Cancellations: Please contact Jed Larsen at firstname.lastname@example.org
Chuck Gallant (Moderator)
Chuck Gallant serves as a Director in our Asset Servicing Digital Solutions team. With over 30 years of experience in investment servicing technology and product development, he is responsible for managing the advanced digital capabilities for many of our strategic product offerings, including our web/mobile self-service technologies, fraud prevention, process optimization and automation, and data analytics tools. Chuck has served as Chief Information and Technology Officer in former roles and has held numerous strategic business and technology positions in the areas of digital transformation, portal development, data analytics and delivery, business process automation, and other customer-facing technologies.
Chuck earned his Bachelor of Science degree in Business Administration & Management Information Systems from the University of Massachusetts at Lowell and holds a Master’s degree in Computer Information Systems from Boston University. Chuck is also a co-chair for the NICSA Technology and Digital Innovation Committee.
Head of Digital Assets Custody Commercial Product
Talia Klein is the Head of Digital Asset Custody Commercial Product for BNY Mellon, responsible for the definition and strategy of the firm’s foundational digital asset platform. She joined BNY Mellon from Digital Asset where she was a Product Manager supporting the fintech’s efforts in bringing blockchain and smart contract technology to some of the largest financial institutions in the world. While at Digital Asset, she led the relationship with Broadridge to bring their Distributed Ledger Repo platform to production.
Prior to joining Digital Asset, Talia spent five years at JPMorgan Chase in a variety of roles, most recently designing and developing the firm’s enterprise collateral eligibility service, the first cloud-based, client-facing application within the Investment Bank’s Margin and Collateral Services group.
Talia holds a Bachelor of Arts in Psychology from Barnard College at Columbia University and an MBA from Duke University’s Fuqua School of Business. She is proud to be named as an inventor on two pending patent applications.
Director of Research
Chris Kuiper is Director of Research for Fidelity Digital AssetsSM, which provides enterprise grade digital asset solutions for institutional investors. Chris contributes to and oversees the research creation process, working closely with sales and marketing to provide leading education and resources to clients.
Prior to joining Fidelity Digital AssetsSM, Chris served as Vice President of equity research at CFRA Research, one of the largest independent global investment research providers. There he covered financial exchanges as well as payment and fintech companies, while also expanding CFRA’s research capabilities to include bitcoin and led the creation of CFRA’s research methodology. Chris also previously served as a research analyst at various asset management firms, as well as a research fellow at the Mercatus Center, a university-based public policy research center where he focused on technology and finance related public policy issues.
Chris holds an Master of Arts in Economics from George Mason University as well as a Bachelor of Arts in Business Administration from Dordt University. Chris Kuiper is a CFA® charterholder.