Cybercurrencies: The Estate Planner’s Dilemma
New Location! Duane Morris, LLP, 150 Broadway (entrance at 45th Street)
Sponsor: Evercore Wealth Management
Join us for our fall afternoon program and cocktail reception. Our multidisciplinary panel will discuss cyber-currencies and blockchain, and applications and implications for this new technology for the trust and estate planning industry.
CPE/CLE Credit: 2.5 hours
Join us for our fall afternoon event. Our multidisciplinary panel will discuss cybercurrencies and blockchain, and applications and implications for this new technology for the trust and estate planning industry.
Moderator: Bartt C. Kellermann, Founder and CEO of Global Capital Advisors. Founded in 2002, GCA is a financial consulting firm assisting hedge funds in their marketing efforts. The firm also owns the Battle of the Quants and Battle of the CRYPTOS Worldwide event businesses which include presentations, panel discussions and quantitative capital introduction meetings for quantitative based hedge fund strategies in North America, Europe and Asia. Mr. Kellermann is a regular speaker at hedge fund conferences internationally and has appeared on MSNBC and Bloomberg TV reflecting on the current state of the hedge fund industry.
Panelist: Wenchi Hu, partner of Latham & Watkins and a member of the Financial Institutions Group. She focuses her practice on the intersection of technology and financial regulation, including new asset classes, new products and services that implicate regulatory issues, risk management, regulatory compliance, and financial market infrastructure technology. Wenchi regularly works with financial institutions, technology companies, market infrastructures, and start-up companies on a wide range of regulatory issues, including crypto assets, tokenization and ICOs; regulation of securities trading platforms, post-trade processing, clearing and settlement, transfer agent and other market infrastructures in the context of distributed ledger technology; self-regulatory organization regulatory regime; Regulation SCI compliance; technology outsourcing risk management and regulatory compliance.
Panelist: Timothy Bosco, Senior Vice President and Head of Digital Product Strategy, Brown Brothers Harriman. Tim’s organization is charged with advancing the firm’s global Investor Services strategy through the discovery, incubation and delivery of BBH’s newest and most differentiated digital solutions. The group’s portfolio of new initiatives spans all stages of the digital product development life cycle, including research, concept design, rapid prototyping and full production launches.
Panelist: Rachel Ingwer, Partner, Winston and Strawn. Rachel advises clients on various domestic and cross-border tax issues, including both M & A and fund-related tax matters. Rachel also concentrates her practice on transactional matters. Advising clients on a wide variety of private equity and other transnational issues (both domestic and cross-border).
Panelist: David Silver, Director in the Tax and Accounting Group at MBAF. David provides tax, accounting, and consulting services to international and domestic corporations, partnerships, and high net worth individuals.
Panelist: Jennifer Zegel, Partner, Kleinbard LLC. Jennifer has a special focus in estate planning and the estate administration of digital assets, which is becoming a fast growing and increasingly complex area. She is at the forefront of this emerging section of property transfers, which also overlaps and intersects with technology, privacy, and accessibility considerations. Jennifer regularly counsels clients on how to incorporate digital asset planning into an estate plan or business succession plan..
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