Modern Portfolio in 2021

Understanding Digital Assets and Other Portfolio Hedges in 2021 and Beyond

There’s a shift occurring in the family office space. In the past, family offices were considered to be conservative investors, but they are changing their tune as global macroeconomic shifts are underway. 

Institutional investors and wealth managers are increasingly looking for some exposure to digital assets. More momentum is underway since COVID began, and family offices are asking the questions: 

Should I hold Bitcoin or other digital assets? How can I go about implementing this change to my portfolio?

Blockchains and digital assets have entered mainstream consciousness, and with companies like MicroStrategy, Square, and now Tesla all electing to convert portions of their balance sheet to Bitcoin, it’s clear a shift is happening. 

Bitcoin and digital assets provide 3 major benefits that family offices find attractive: 

  1. Portfolio Diversification
  2. Limited Correlation with Traditional Asset Classes
  3. Exposure to Disruptive Technology

 

The vision of GDA’s Wealth Management Summit is to explore what the modern portfolio will look like in 2021 and onwards. 

Interest rates at sustained lows and bonds now providing little-to-no yield is forcing portfolio managers to change their approach to the traditional 60/40 equity-to-bond ratio. Many family offices, foundations, and other “smart money” are beginning to explore investments in the digital asset space.  

GDA’s recent Global Family Office Summit had spectacular feedback from attendees, who enjoyed fireside chats and other recognized thought leaders in the digital asset and investment space including Alpha Sigma Capital, Dalma Capital, PAL Capital, etc. 

To make sure attendees get a chance to ask questions, spots are limited. To sign up, fill out the form below and we’ll send you a calendar invite with all the relevant details. 

The Wealth Management Summit will also be broadcasted in Decentraland at the Crypto Convention Center with breakout sessions at the GDA Capital HQ in Crypto Valley

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Schedule Day 1
All times in EST
March 24 9:30AM–9:40AM EST · Stage
Opening remarks
Perspectives on how wealth preservation and portfolio allocations is changing
Zachary Friedman

Zachary Friedman

COO, GDA Capital

March 24 9:40AM–10:10AM EST · Stage
Deep Dive into GDA Research

Portfolio allocation strategies for the modern portfolio

Will Bartlett

Will Bartlett

VP, Research
GDA Capital

March 24 10:15PM–11:00PM EST · Stage
Fireside Chat: Future of Gaming & Esports
Fireside with Michael Gord, CEO of GDA Group, & Al Burgio, CEO of Zytara.
Michael Gord

Michael Gord

CEO,
GDA Capital

Al Burgio

Al Burgio,

CEO,
Zytara

March 24 11:05AM–11:40AM EST · Stage
Panel: Digital Asset Exposure Through Public Funds

Panel from the founders of publicly traded investment vehicles focused on providing exposure to the digital asset class.

Zachary Friedman

Zachary Friedman

COO, GDA Capital

David Lucatch

David Lucatch

Liquid Avatar Technologies

Sheldon Inwentash

Sheldon Inwentash

Chairman, CIO & CEO
ThreeD Capital, Inc.

Andrew Kiguel

Andrew Kiguel

Co-Founder & CEO
Tokens.com

March 24 11:45AM–12:10PM EST · Stage
Fireside chat w/ David Shafrir and Brien Biondi

Candid conversations to better understand the intersection between alternative investments and family office portfolios

David Shafrir

David Shafrir

Executive Chairman
GDA Capital

Brien Briondi

Brien Biondi

CEO, Institute for Private Investors & Campden Wealth, NA

March 24 12:15AM–12:50PM EST · Stage
Panel: Digital Assets to Watch in 2021

Discussion from entrepreneurs pushing boundaries and taking digital asset technology to market globally.

Michael Gord

Michael Gord

CEO
GDA Capital

Raoul Milhado

Founder & CEO
Elitium

Rajiv Naidoo

Head of Research, XDB Foundation

Humayun Sheikh

Humayun Sheikh

CEO at Fetch.ai

March 24 12:55PM–1:20PM EST · Stage
Breakout Session

Open breakout sessions on Zoom

March 24 1:25PM–1:55PM EST · Stage
Digital Asset Exchanges: The evolving landscape
Helping exchange networks understand evolving regulatory requirements
Toufic Adlouni

Toufic Adlouni

CEO
Renno & Co Moderator

Instacoin

Instacoin

Block Ex

AscendEX

AscendEX

March 24 2:00PM–2:25PM EST · Stage
Panel: Digital Asset Exposure Through Mining
Discussion from digital asset miners and financiers on how mining is an effective way to get exposure to digital assets.
Mostafa Al-Mashita

Mostafa Al-Mashita

EVP, Sales & Trading
GDA Capital & Secure Digital Markets

Nathan Nichols

Nathan Nichols

Managing Partner
Imperium Holdings

Whit Gibbs

Founder & CEO of Compass Mining

Scot Johnson

Founder & President of Digital Shovel

March 25 2:30PM–3:00PM EST · Stage
Panel: NFT Opportunities to Watch

Discussion from entrepreneurs pushing boundaries with Non-Fungible Tokens (NFTs) and are taking disruptive applications technology to market.

David Namdar

David Namdar

CEO, NFT.com & GP, Coral Capital

Mike Perrow

Mike Perrow

Founder, Rare.Store & Nightshift

Matt Medved

Co-founder, NFT Now

March 24 3:05PM–3:35PM EST · Stage
Panel: Alternative Opportunities in Fund Management

Discussion about alternative opportunities and fund management.

Zachary Friedman

Zachary Friedman

COO
GDA Capital

Nick Birnbaum

Partner & Head of Research Alpha Sigma Capital

Jeremy Gardner

Jeremy Gardner

Founder, Blockchain Education Network, Augur, Ausum Ventures

James Haft

James Haft

CEO
PAL Capital LLC

Schedule Day 2
All times in GST
March 25 9:00AM–9:10AM GST · Stage
Welcome

Official Wealth Management Summit Asia Welcome Address

Jean-Luc Gustave

Jean-Luc Gustave

VP, Asia
GDA Capital

March 25 9:10AM–9:50AM GST · Stage
Panel: Alternative Investment Opportunities and Private Equity

Leading private equity investors discuss alternative investment strategies.

Bill Majcher

Bill Majcher

President & Global Head of Recovery Operations
EMIDR LIMITED

Jean-Luc Gustave

Jean-Luc Gustave

VP, Asia
GDA Capital

Jean-Sebastien Jacquetin

Managing Partner at Cavendish Investment Corp - Group of Companies

Jamil Marmarchi

Senior Managing Director at Manhattan Venture Partners

March 25 9:50AM–10:30AM GST · Stage
Security & Custody, the Ultimate Hurdle to Embracing the Token Economy

Leaders in security and custody discuss how the token economy is changing the landscape for hackers 

Alexandre Kech

Alexandre Kech

CEO
Onchain Custodian

Tatiana Koffman

Tatiana Koffman

Writer
Forbes

Jeremy Samide

Jeremy Samide

CEO, CryptoTrac2

SEBA Bank

SEBA Bank

March 25 10:40AM–11:20AM GST · Stage
Panel: Alternative Opportunities in Asia

Fireside with Jean-Luc Gustave, VP of GDA Group Asia, & Michael Wong, CEO of Mai Capital.

Jean-Luc Gustave

Jean-Luc Gustace

VP, Asia
GDA Capital

Michael Wong

Michael Wong

Co-Founder & Managing Partner at MaiCapital

Louis Liu

Chief Investment Officer at Mimesis Capital

March 25 11:30AM–12:00PM GST · Stage​
Panel: Metaverse & The Open Internet

Leaders in the metaverse discuss how the immersive internet is the next multi T$ industry

Matty Soudagar

Early NFT Investor - Blogger

James Ashton

James Ashton

Founder, Vegas City

Michael Gord

Michael Gord

CEO
GDA Capital

March 25 12:00PM–12:40PM GST · Stage
Panel: DeFi Opportunities to Watch

Discussion from entrepreneurs pushing boundaries with Decentralized Finance (DeFi) and are taking disruptive applications technology to market.

Bartolome Bordallo

CEO, Zignaly

Karl Samsen

VP, Capital Markets
GDA Capital

Eddy Travia

CEO, Coinsilium

Ali Raheman

Ali Raheman

CEO, Autonio Foundation

March 25 12:40PM–1:20PM GST · Stage
Fireside Chat: Family Office Tech Investments - how they do it?
Mahesh Harilela, the Chairman of M. Harilela Global Investments Ltd., and Asia CBD Pte. Ltd and one of his portfolio companies discuss investments.

David Grammig

Founder & Managing Director at Grammig Advisory

Mahesh Harilela

Mahesh Harilela

CEO & Chairman, M. Harilela Global Investments Ltd., and Asia CBD Pte. Ltd

Yuen Wong

Yuen Wong

CEO/Founder of LABS Group, Managing Partner of Bitmart

March 25 1:20PM–2:00PM GST · Stage
Panel: Build Back Better

Discussion about how portfolio managers can come back stronger than ever in 2021. 

Simon Littlewood

Simon Littlewood

CEO
SDG Global Exchange & Li Family Office

Leon Naidoo

Leon Naidoo

CEO
Africa Impact Solutions

Yadav Jani

Founder, Afx Hyper

Joanna Ossinger

Global Markets Editor & Asia Crypto Czar at Bloomberg News

March 25 2:00PM–2:10PM GST · Stage
Closing Remarks

Discussion about how portfolio managers can come back stronger than ever in 2021. 

GDA Capital

GDA Capital

March 25 2:10PM–3:30PM GST · Stage
GDA x RARE Cocktail Event
Speakers - more keynotes to be announced this week

Nick Birnbaum

Partner & Head of Research Alpha Sigma Capital

Tatiana Koffman

Tatiana Koffman

Writer
Forbes

Simon Littlewood

Simon Littlewood

CEO
SDG Global Exchange & Li Family Office

Al Burgio

Al Burgio,

CEO
Zytara

Leon Naidoo

Leon Naidoo

CEO
Africa Impact Solutions

Michael Gord

Michael Gord

CEO
GDA Capital

Mike Perrow

Mike Perrow

Founder
Rare.Store

Karl Samsen

VP, Capital Markets
GDA Capital

Bill Majcher

Bill Majcher

President & Global Head of Recovery Operations
EMIDR LIMITED

Will Bartlett

Will Bartlett

VP, Research
GDA Capital

Toufic Adlouni

Toufic Adlouni

CEO
Renno & Co

Jean-Luc Gustave

Jean-Luc Gustave

VP, Asia
GDA Capital

James Haft

James Haft

CEO
PAL Capital LLC

Raoul Milhado

Founder & CEO
Elitium

Eddy Travia

CEO
Coinsilium

Alex Dohi

Alex Dohi

Head of Compliance
GDA Capital

Bartolome Bordallo

CEO
Zignaly

Michael Wong

Michael Wong

Co-Founder & Managing Partner at MaiCapital

Jeremy Samide

Jeremy Samide

CEO
CryptoTrac2

Zachary Friedman

Zachary Friedman

COO
GDA Capital

Alexandre Kech

Alexandre Kech

CEO
Onchain Custodian

Sheldon Inwentash

Sheldon Inwentash

Chairman, CIO & CEO
ThreeD Capital, Inc.

Johannes Hainlein

CEO
Staithe Capital

James Godfrey

James Godfrey

VP, International Banking
GDA Capital

Mahesh Harilela

Mahesh Harilela

Chairman & CEO
M. Harilela Global Investments Ltd., and Asia CBD Pte

David Shafrir

David Shafrir

Executive Chairman
GDA Capital

Jeremy Gardner

Jeremy Gardner

Founder
Blockchain Education Network, Augur, Ausum Ventures

Matt Medved

Co-founder, NFT Now

Brien Briondi

Brien Biondi

CEO, Institute for Private Investors & Campden Wealth, NA

Nathan Nichols

Nathan Nichols

Managing Partner
Imperium Holdings

Mostafa Al-Mashita

Mostafa Al-Mashita

EVP, Sales & Trading
GDA Capital & Secure Digital Markets

David Namdar

David Namdar

CEO, NFT.com
GP, Coral Capital

Louis Liu

Chief Investment Officer at Mimesis Capital

David Grammig

Founder & Managing Director at Grammig Advisory

Yadav Jani

Founder, Afx Hyper

Jean-Sebastien Jacquetin

Managing Partner at Cavendish Investment Corp - Group of Companies

Jamil Marmarchi

Senior Managing Director at Manhattan Venture Partners

Marjorie Hernandez

Marjorie Hernandez

Co-founder Lukso & Dematerialised

David Lucatch

David Lucatch

Liquid Avatar Technologies

Rajiv Naidoo

Head of Research, XDB Foundation

Humayun Sheikh

Humayun Sheikh

CEO at Fetch.ai

Whit Gibbs

Founder & CEO of Compass Mining

Matty Soudagar

Early NFT Investor - Blogger

Yuen Wong

Yuen Wong

CEO/Founder of LABS Group, Managing Partner of Bitmart

James Ashton

James Ashton

Founder, Vegas City

Ali Raheman

Ali Raheman

CEO, Autonio Foundation

SEBA Bank

SEBA Bank

Scot Johnson

Founder & President of Digital Shovel

Instacoin

Instacoin

AscendEX

AscendEX

Block Ex

BitMart

BitMart

Andrew Kiguel

Andrew Kiguel

Co-Founder & CEO
Tokens.com

Joanna Ossinger

Global Markets Editor & Asia Crypto Czar at Bloomberg News

Iman Bashir

Iman Bashir

Founder, Craftly.AI