Digital Asset Investing Done Right. How Asset Managers Are Spearheading Investments Into The Digital Asset Ecosystem.

APR
27
Wednesday, 5:00 pm - 7:30 pm
 
Location:

Loews Santa Monica Beach Hotel (5th Floor, Pavilions) 1700 Ocean Ave.
Santa Monica CA 90401

 
Speakers:

MODERATOR
Leon Mirochnik, CFA — Principal & Founding Partner, Ocean Avenue Partners

SPEAKERS
Stan Miroshnik— General Partner, 10T
Jeff Dorman, CFA— Chief Investment Officer, Arca
Rennick Palley— Founder and CIO, Stratos Technologies

 
Time:

5:00 pm - 5:30 pm: Registration
5:30 pm - 6:30 pm: Panel
6:30 pm - 7:30 pm: Networking

 
Dress: Business Casual
   
 
Add to Calendar 04/27/2022 5:00 PM 04/27/2022 7:30 PM America/Los_Angeles Digital Asset Investing Done Right. How asset managers are spearheading investments into the digital asset ecosystem Digital Asset Investing Done Right. How asset managers are spearheading investments into the digital asset ecosystem. CFALA info@cfala.org false MM/DD/YYYY
An Alternative Investment Advisory Council Sponsored Event

MEMBERS-ONLY RECORDING


Adding digital assets to portfolios presents challenges from an allocation and investment vehicle perspective. This roundtable will focus on the different investment products that are currently available to LPs and the way that GPs/investment managers are structuring investments to overcome access issues and lack of mass adoption from traditional institutional investors. We will discuss:
  • Type of LPs that are currently investing in digital assets.
  • Preference for funds vs. individual deals.
  • The overlapping nature of venture and hedge fund strategies.
  • Token vs. Equity Investments.
  • Liquidity expectations for digital asset strategies.
  • The unique role that passive products play in providing access to digital assets.
  • Portfolio allocation recommendations.

MODERATOR

Leon Mirochnik, CFA | Leon is Principal and Founding Partner of Ocean Avenue Partners, a Santa Monica and Hong Kong based venture capital firm. In his role, Leon is responsible for identifying which startups in the Web 3.0, DeFi and digital banking areas will be the leaders of the blockchain adoption story. Leon’s career spans two decades across investment banking and asset management in Hong Kong, Los Angeles and New York.

Prior to launching Ocean Avenue Partners, Leon was head of business development for Diginex, a digital asset firm, where he focused on investment banking and the build out of Bletchley Park Asset management. Before jumping into digital assets in 2018, Leon led the hedge fund and ETF business development for a CITIC CLSA asset manager in Hong Kong and was Vice President at BlackRock, where he was in a capital markets role at iShares in New York. Leon started his career as a member of the Aristotle Capital Management marketing team in Los Angeles.

Leon read economics at Lund University in Sweden and has a BA degree in Psychology and Economics from University of California, Santa Barbara. Leon is a Chartered Financial Analyst (CFA) and is a member of the CFA Society Los Angeles. Back To Top ^^

 

SPEAKERS

Stan Miroshnik | Stan Miroshnik is a General Partner of 10T. He brings a depth of global relationships in the DAE with entrepreneurs, companies, regulators, financial technology and blockchain investors, and nearly 20 years of experience in investment banking, corporate finance, and venture capital

Previously he was the CEO and Managing Director of Element / Actual Group - an investment bank focused on digital assets, and Managing Director at Tangent Capital Partners, where he focused on financial technology and the digital asset space. Prior to founding Element / Actual, he was the CEO of The Argon Group, and a Managing Director at Rosemount Consulting Partners, a structured finance advisory firm. Before focusing on fintech and digital assets, Stan was an Executive Vice President of Strategy and M&A for TNK-BP, a global energy company. Stan started his career at Morgan Stanley where he was an Executive Director with investment banking roles across New York, London, and the Emerging Markets. He is a prolific early-stage investor, has served as an advisor and a board member to multiple early-stage companies. 

Stan received his B.A. in Molecular Cell Biology and B.S. in Business Administration from the University of California, Berkeley in 2000, and an MBA from the Sloan School at Massachusetts Institute of Technology (M.I.T) in 2015. Back To Top ^^


Jeff Dorman, CFA | Jeff has nearly two decades of experience in portfolio management and trading and previously served as COO of Harvest Exchange, a top FinTech firm. He is the Chief Investment Officer at Arca, a digital asset investment firm, where he manages all aspects of portfolio sizing, trading and risk management.

Arca is an institutional grade financial services firm building products utilizing and investing in digital assets. The Arca team blends the time-tested attributes of traditional finance with the transparency, immutability, and efficiency of the blockchain to create institutional-caliber products designed to seamlessly allow today's investors to transition into the digitally-powered global economy of the future.Back To Top ^^


Rennick Palley | Rennick founded Stratos Technologies in 2016. As Chief Investment Officer, Rennick is responsible for investment decisions, transaction execution, and board involvement. Before founding Stratos, Rennick held the position of Research Associate at Sanders Capital, a $40 billion global equity manager founded by Lewis Sanders, formerly Chairman & CEO of AllianceBernstein L.P. and Chairman and CEO of Sanford C. Bernstein & Co., Inc. Rennick was one of ten investment professionals at the firm and reported directly to Lew. Rennick credits the evolution of his investment philosophy and process to the influence of Lew and the team at Sanders, which embody a heritage of best in class research established at Bernstein Research. Rennick holds a Bachelors of Science in Applied Mathematics and a Bachelors of Science in Mechanical Engineering, both from Southern Methodist University, and a Masters in Quantitative Finance from the Massachusetts Institute of Technology. Rennick is a founding team member, investor, and advisor to The Goldfinch Protocol, a decentralized finance project backed by the best founders and investors in the fintech and defi ecosystem.Back To Top ^^

Registration Fees
$20 (Members) | $60 (Non-Members)

Registration is now CLOSED. WALK-INS ARE WELCOME. 

Payment Information
We accept the following:

If you prefer to pay by check please email info@cfala.org and request to pay by check. Your registration will be completed manually and you will receive an email confirmation.

Mail Check To:

CFA Society of Los Angeles
13400 Riverside Drive, Ste. 215
Sherman Oaks, CA 91423

*Credit card payments will only be accepted through the secure online registration, and not by phone or email.

Cancellations
Cancellations must be received in writing by 9:00 am the day prior to the event to receive a refund. No phone cancellations are accepted. Please fax to the CFALA office at (213) 613-1233 or e-mail info@cfala.org.
Chairs:
Y. Allen Kim, CFA
As a participant in the CFA Institute Approved-Provider Program, the CFA Society of Los Angeles has determined that this program qualifies for 1.5 credit hours. If you are a CFA Institute member, CE credit for your participation in this program will be automatically recorded in your CE Diary.
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