Note: This is a tentative agenda, subject to change. Final agenda and speakers will be posted closer to the event date.
All times are ET 

8:00 BREAKFAST AND REGISTRATION

8:45 Investor Xchange Roundables
Each roundtable includes a structured 15-minute overview provided by the allocator about their firm and investment priorities, followed by a 15-minute open discussion among roundtable participants. Sessions are RSVP-only, capped at 8-10 participants, and operate under the Chatham House Rule. Registration opens two weeks prior to the event through the conference app. For more information, check out the FAQ page.

9:20 Opening remarks and Top DAWG 

 

9:30 Fireside chat: The Future of Digital Assets in America — regulating at the speed of markets 
A conversation on the US direction of travel: stablecoin oversight, custody expectations, market structure and the practical implications for fund launches and distribution. 

9:50 Panel: Institutional capital & the next trillion — what’s blocking scale (and what’s finally working)?
Allocators and large managers on the institutionalization flywheel: ETFs/ETPs as access rails, custody and prime brokerage maturity, liquidity fragmentation and where tokenization/RWAs are (or are not) delivering measurable efficiency.

  • Laurie Katz, Global Head of Distribution, Grayscale Investments

  • Joseph Naggar, CEO & CIO, Feynman Point Asset Management

  • Steve Kurz, Global Co-Head of Digital Assets, Galaxy

10:35 COFFEE BREAK 

CHOOSE YOUR OWN AGENDA

11:05 Presentation: Digital asset managers – trends, due diligence and the path to institutionalization 
A strategic overview of the digital asset manager landscape, examining key trends across hedge fund and venture strategies. Drawing on years of manager selection experience and proprietary portfolio analysis, hear about practical due diligence considerations, common pitfalls, and how increasing transparency and consolidation are shaping the sector’s institutional evolution.

BREAKOUTS

11:05-11:35 | Breakout A (30 mins): Beyond pilots — where tokenization delivers measurable efficiency today
Post-trade, settlement, collateral, issuance/distribution: where the ROI is real vs still “demo”.
 


11:35-12:05 | Breakout B (30 mins): The rise of RWAs — Treasuries, gold, funds & private credit: what’s investable now?
A practical view on structures, risks and what it takes to scale secondary markets.

11:25 Panel: The case for crypto hedge funds — alpha, capacity and implementation in an institutional market
Looking at market-neutral/multi-strat, liquidity & execution, derivatives usage, custody/prime brokerage setup and allocator expectations on transparency and operational due diligence.

  • Joseph Cassano, National Markets Leader – Financial Services, Withum

  • Raghav Chopra, Co-Founder & Managing Partner, Tephra Digital

  • Barry Schachter, Head of Portfolio Risk Management, Alphemy Capital

  • Sam Gaer, CIO, Monarq Asset Management

  • Rajat Jain, Senior Vice President - Fund Accounting & Digital Department, NAV 

12:10 NETWORKING LUNCH 

1:10 Interview: The future will be tokenized — what does that mean for Wall Street?
How issuance, distribution, listing/venues and interoperability evolve as tokenized assets and securities move from experiments to platforms.

BREAKOUTS

1:15 -1:45 | Breakout C (30 mins): Custody & counterparty risk — what “institutional-grade” means in 2026
Segregation, governance, insurance, controls, tri-party, on-chain + off-chain operating models.

 

1:45 - 2:15 | Breakout D (30 mins): Compliance amid regulatory sea change — US vs EU vs UK vs offshore
How managers are designing funds and ops across regimes; licensing, marketing, reporting and the reality of fragmentation vs harmonization.
 


2:15 - 2:45 | Breakout E (30 mins): Tax, audit readiness & valuation in digital assets and tokenized instruments
Valuation policy, pricing sources, forks/airdrops/staking income, tokenized RWA accounting considerations, auditability.

 

1:25 Panel: Tokenization & access — does tokenization unlock the retail revolution of private markets (and should it)?
Product design meets investor protection: distribution, suitability, liquidity, disclosure and how institutions think about tokenized funds.

  • Moderator: Mike Dellavalle, Partner & Market Leader, Technology & Life Sciences, Cohen & Co

  • Matt Zhang, Founder & Managing Partner, Hivemind Capital

  • Jasmine Jia, Head of Tokenization Ecosystem, Fidelity Digital Asset Management

  • Steven D'Mello, Partner, Operational Due Diligence, Albourne Partners

2:10 Panel: The Stablecoin Flywheel
Stablecoins have emerged as the “killer app” of crypto. How will their adoption drive consumers on chain, improve cash management for digital asset traders and reward holders in the absence of interest.

  • Sam ten Cate, Managing Director & Head of Digital Assets Strategy, State Street Investment Management

  • Henri Arslanian, Co-Founder & Managing Partner, Nine Blocks Capital Management

  • Greg Van den Bergh, Managing Partner, Panga Capital

2:55 COFFEE BREAK 

3:20 Panel: Digital asset litigation
Digital asset rules are playing out in the courts via litigation. Understand the stakes for funds and investors, and the crypto twist on existing litigation risk.

  • John D'Agostino, Chief Executive Officer, Dagger Consulting LLC (and Co-Chair of AIMA’s Digital Assets Working Group)

  • Daniel T. Stabile, Partner, Chair, Digital Assets, Winston & Strawn LLP

BREAKOUTS

3:35 - 4:05| Breakout F (30 mins): Banking digital assets
Meeting the need of crypto asset managers and their investors
 

 

4:05 - 4:35 |Breakout G (30 mins): Preparing for an agentic trading environment
Vaults are on the rise as a new on-chain investment vehicle. Understand their role in the digital asset investment ecosystem

3:45 TBD

 

4:10 Panel: Future proofing your digital asset business when the rules are still being written
US regulation is making progress, but is not yet final. How can digital asset businesses plan for the long term, including under different administrations, when the rule book is still a draft.

4:55 Interview: Crypto is an endurance sport
What have we learned from other cyclical asset classes to stay in the game?

5:10 COCKTAIL RECEPTION