Evolution of Crypto - Challenges and Opportunities for Institutional Investors

Wednesday, 4:00 pm - 6:00 pm

Zoom Meeting


Glenn Barber, CFA — Head of Sales, Americas, Copper.co

Jodie Gunzberg, CFA — Head of Product, CoinDesk Indices
Chris Sullivan — Portfolio Manager, Hyperion Decimus
Alan Weinfeld, CFA — Partner, Invesco Private Capital

Time: 4:00 pm - 6:00 pm
Add to Calendar 05/25/2022 4:00 PM 05/25/2022 6:00 PM America/Los_Angeles Evolution of Crypto - Challenges and Opportunities for Institutional Investors Evolution of Crypto - Challenges and Opportunities for Institutional Investors CFALA info@cfala.org false MM/DD/YYYY

A FinTech Advisory Council Sponsored Event


Crypto has matured beyond retail speculation and is becoming an accepted form of institutional asset management. Find out how investors across indexing, venture, and hedge funds are raising funds and deploying capital.

Join us for a lively discussion as our expert panelists will debate the future of Crypto and its investability. Then weigh in on the debate yourself in our breakout rooms.


Glenn Barber, CFA | Glenn Barber is the Head of Sales & Business Development, Americas at Copper.co. – a pioneering digital assets custody and settlement provider. Prior to joining Copper, Glenn led sales as a consultant at FalconX, an institutional digital asset brokerage, and he was also the Chief Institutional Officer at Voyager Digital, a publicly-traded holding company whose subsidiaries operate a crypto-asset platform to trade crypto assets. Glenn also has over 25 years experience in global capital markets, and was a Managing Director in Equities at Deutsche Bank and Barclays.

Glenn holds a Masters in international Management and Finance from the Thunderbird School of Global Management and graduated from the University of North Carolina at Chapel Hill with a BSc in Business Administration and Management.Back To Top ^^


Jodie Gunzberg, CFA | Jodie M. Gunzberg is Managing Director at CoinDesk Indices. She leads index product management and strategy, as well as serves as the company’s public facing spokesperson. Prior to joining CoinDesk Indices, Jodie was the Chief Institutional Investment Strategist, Wealth Management at Morgan Stanley. She served as head of the Graystone Investment Office supporting the investment needs of Graystone Consulting, which include the supervision and guidance of the Graystone Discretionary program. Jodie was also responsible for creating institutional model portfolios for ultra high net worth, pensions, endowments and foundations, and managed a robust platform of thought leadership aimed exclusively at the needs and concerns of institutional clients.

Previously Ms. Gunzberg was the Managing Director and Head of U.S. Equities at S&P Dow Jones Indices (S&P DJI) where she was responsible for the product management of S&P DJIís U.S. Equity indices, including the S&P 500 and The Dow, the most followed equity indices in the world. Ms. Gunzberg had joined S&P DJI in 2010 as Director of Commodities product management. Prior to that, she spent several years in investment consulting at Ibbotson and Morningstar, and was the chief investment strategist for Marco Consulting, where she advised roughly 350 Taft-Hartley plans with $85 billion in assets. Ms. Gunzberg started her career as an actuarial associate at New York Life Insurance Company and subsequently worked as a quantitative analyst and portfolio manager on the buy-side. She managed real estate at Equity Office Properties, fixed income at ABN AMRO Asset Management, and equities and hedge funds at Driehaus Capital Management and Aragon Global.

Ms. Gunzberg is a CFA charterholder, as well as a member and curriculum consultant of the CFA Institute. She is also a former member of the Board of Directors for CFA NY and CFA Chicago, and founded the CFA New Jersey Group of CFA NY. Ms. Gunzberg currently serves on the Advisory Board for the Department of Finance of Hofstra University and on the Industry Advisory Council and Editorial Advisory Board for the Global Commodities Applied Research Digest at the University of Colorado Denver Business School’s J.P. Morgan Center for Commodities. She received her M.B.A. from the University of Chicago, Booth School of Business, and earned a B.S. in Mathematics from Emory University.Back To Top ^^

Chris Sullivan | Since 2007, Mr. Sullivan has been in the investment industry with a background in quantitative analysis, algorithmic portfolio construction, and equity, futures, and derivatives trading. Mr. Sullivan has held Series 3, 4, 24, 30, 31, 66 securities licenses, Is an AWMA, CRPC, and CMT. Been a hedge fund portfolio manager since 2011, and exclusively in digital assets since 2018, trading around 1bn of crypto monthly. He’s co-founder of Hyperion Decimus, LLC and Portfolio Manager for Libertas Fund, their Quant-Driven Multi-Strat Digital Asset Hedge Fund, which has been a first mover in the masternode, staking, option, and HFT markets in the digital asset space. Mr. Sullivan and HD are early and active members for the Florida Blockchain Business Association and the DeFI Alliance. Back To Top ^^

Alan Weinfeld, CFA | Alan Weinfeld is a Partner at Invesco Private Capital. In this role, he shares responsibility for portfolio management, including sourcing, portfolio allocation, investment due diligence, as well as post-investment monitoring of partnership funds and direct investments. He is active in the group’s marketing and fundraising activities. Mr. Weinfeld is also a member of the Investment Committee.

Mr. Weinfeld joined Invesco in 2020. Prior to joining the firm, he was an investment partner at Gatewood Capital Partners, a private equity firm focused on seeding emerging managers, where he played a role in the origination and execution of private equity and private credit seed fund investments. In addition, Mr. Weinfeld shared responsibility for fundraising and marketing as well as the firm’s underlying fund relationships. Before that, he was a partner and managing director at GoldPoint Partners, New York Life’s private equity manager. Mr. Weinfeld spent 13 years at Franklin Templeton Investments, where he held several senior positions with a focus on private equity and investor relations. He has been in the industry since 1997.

Mr. Weinfeld earned a BA degree, magna cum laude, from Tulane University. He is a Chartered Financial Analyst® (CFA) charterholder. Back To Top ^^


As a participant in the CFA Institute Approved-Provider Program, the CFA Society of Los Angeles has determined that this program qualifies for 1 credit hour. If you are a CFA Institute member, CE credit for your participation in this program will be automatically recorded in your CE Diary.



Registration Fees
$0 (Member) | $20 (Non-Member)

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 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 e-mail info@cfala.org.
Event Chair:
Drew Thornton, CFA
Cynthia Harrington, CFA
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