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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Speakers
Enzo Villani

Enzo Villani

Founder & CEO
Alpha Sigma Capital & Pegasus Fund

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

CEO
GDA Capital

Jack Lu

Jack Lu

CEO
Wanchain Foundation

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

Johnny Hon

Johnny Hon

CEO
Global Group

Alex Dohi

Alex Dohi

Head of Compliance
GDA Capital

Bartolome Bordallo

CEO
Zignaly

Marco Lim

Marco Lim

CEO
Mai Capital

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

Scott Thiel

Scott Thiel

Partner
DLT Piper

Olivier Burlot

Olivier Burlot

CEO
Heart Media Group

Brien Briondi

Brien Briondi

Chairman & CEO
President Campden Wealth North America and IPI

Nathan Nichols

Nathan Nichols

Managing Partner
Imperium Investments

Mostafa Al-Mashita

Mostafa Al-Mashita

EVP, Sales & Trading
GDA Capital & Secure Digital Markets

Schedule Day 1
All times in EST
March 24 9:00AM–9:10AM EST · Stage
Welcome
Official Wealth Management Summit North America Welcome Address
Zachary Friedman

Zachary Friedman

COO
GDA Capital

March 24 9:10AM–9:40AM EST · Stage
Keynote: Architecting a Modern Portfolio

Perspectives on how wealth preservation and portfolio allocations is changing

GDA Capital

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 10:10AM–10:50AM 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.

GDA Capital

GDA Capital

James Haft

James Haft

CEO
PAL Capital LLC

Sheldon Inwentash

Sheldon Inwentash

Chairman, CIO & CEO
ThreeD Capital, Inc.

Coming Soon

Coming Soon

March 24 11:00AM–11:40AM EST · Stage
Panel: Leverage Lending to Generate Additional Yields

Lenders from around the world discuss the opportunities to leverage lending.

James Godfrey

James Godfrey

VP, International Banking
GDA Capital

Coming Soon

Coming Soon

Coming Soon

Coming Soon

Coming Soon

Coming Soon

March 24 11:40AM–12:20PM EST · Stage
Panel: Digital Assets to Watch in 2021

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

Michael Gord

CEO
GDA Capital

Raoul Milhado

Founder & CEO
Elitium

Bartolome Bordallo

CEO
Zignaly

Coming Soon

Coming Soon

March 24 12:20PM–1:00PM 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 Investments

Coming Soon

Coming Soon

Coming Soon

Coming Soon

March 24 1:00PM–1:40PM EST · Stage
Fireside Chat: Future of Family Office Investments

Fireside with David Shafrir, Executive Chairman of GDA Group, & Brien Brioni, President of Campden Wealth.

David Shafrir

David Shafrir

Executive Chairman
GDA Capital

Brien Briondi

Brien Briondi

Chairman & CEO
President Campden Wealth North America and IPI

March 24 1:40PM–2:20PM EST · Stage
Panel: Alternative Opportunities in Fund Management

Discussion about alternative opportunities and fund management.

Zachary Friedman

Zachary Friedman

COO
GDA Capital

Enzo Villani

Enzo Villani

Founder & CEO
Alpha Sigma Capital & Pegasus Fund

Coming Soon

Coming Soon

Coming Soon

Coming Soon

March 24 2:40PM–3:10PM EST · Stage
Fireside Chat: Future of Gaming & Esports

Fireside with Michael Gord, CEO of GDA Group, & Al Burgio, CEO of Zytara. 

Michael Gord

CEO
GDA Capital

Al Burgio

Al Burgio,

CEO
Zytara

March 25 9:00AM–9:10AM HK · Stage
Welcome

Official Wealth Management Summit Asia Welcome Address

Jean-Luc Gustave

Jean-Luc Gustave

VP, Asia
GDA Capital

March 25 9:10AM–9:40AM HK · Stage
Keynote: Overview of the Family Office Landscape in Asia

Perspectives from Olivier Burlot on the challenges to preserve, grow and pass the legacy to the next generation.

Olivier Burlot

Olivier Burlot

CEO
Heart Media Group

March 25 9:40AM–10:10AM HK · Stage
Tokenization, the New Name of Asset Management

Leaders in tokenization discuss how the token economy is changing the landscape of asset management 

Scott Thiel

Scott Thiel

Partner
DLT Piper

Mahesh Harilela

Mahesh Harilela

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

Tatiana Koffman

Tatiana Koffman

Writer
Forbes

Coming Soon

Coming Soon

March 25 10:10AM–10:50AM HK · Stage
Security & Custody, the Ultimate Hurdle to Embracing the Token Economy
Keynote by GDA on opportunities and risks with investing into disruptive technology and the future economy
Zachary Friedman

Zachary Friedman

COO
GDA Capital

Alexandre Kech

Alexandre Kech

CEO
Onchain Custodian

Jeremy Samide

Jeremy Samide

CEO
CryptoTrac2

Coming Soon

Coming Soon

March 25 11:00AM–11:40AM HK · Stage
Fireside Chat: Family Office Perspectives from Asia

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

Jean-Luc Gustave

Jean-Luc Gustave

VP, Asia
GDA Capital

Marco Lim

Marco Lim

CEO
Mai Capital

March 25 11:40AM–12:20PM HK · Stage
Panel: DeFi Opportunities to Watch

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

GDA Capital

GDA Capital

Coming Soon

Coming Soon

Coming Soon

Coming Soon

Coming Soon

Coming Soon

March 25 12:20PM–1:00PM HK · Stage
Panel: NFT Opportunities to Watch

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

GDA Capital

GDA Capital

Coming Soon

Coming Soon

Coming Soon

Coming Soon

Coming Soon

Coming Soon

March 25 1:00PM–1:40PM HK · Stage
Panel: Digital Asset Regulatory Landscape
Discussion from lawyers and regulators on compliant structures for digital assets portfolio management
Toufic Adlouni

Toufic Adlouni

CEO
Renno & Co

Alex Dohi

Alex Dohi

Head of Compliance
GDA Capital

Coming Soon

Coming Soon

Coming Soon

Coming Soon

March 25 1:40PM–2:20PM HK · Stage
Panel: Alternative Investment Opportunities and Private Equity

Leading private equity investors discuss alternative investment strategies.

Johnny Hon

Johnny Hon

CEO
Global Group

Bill Majcher

Bill Majcher

President & Global Head of Recovery Operations
EMIDR LIMITED

Jack Lu

Jack Lu

CEO
Wanchain Foundation

Coming Soon

Coming Soon

March 25 2:20PM–3:00PM HK · 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

Coming Soon

Coming Soon

Coming Soon

Coming Soon

March 26 3:00PM–3:10PM HK · Stage
Closing Remarks
GDA Capital

GDA Capital

Speakers - more keynotes to be announced this week
Enzo Villani

Enzo Villani

Founder & CEO
Alpha Sigma Capital & Pegasus Fund

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

CEO
GDA Capital

Jack Lu

Jack Lu

CEO
Wanchain Foundation

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

Johnny Hon

Johnny Hon

CEO
Global Group

Alex Dohi

Alex Dohi

Head of Compliance
GDA Capital

Bartolome Bordallo

CEO
Zignaly

Marco Lim

Marco Lim

CEO
Mai Capital

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

Scott Thiel

Scott Thiel

Partner
DLT Piper

Olivier Burlot

Olivier Burlot

CEO
Heart Media Group

Brien Briondi

Brien Briondi

Chairman & CEO
President Campden Wealth North America and IPI

Nathan Nichols

Nathan Nichols

Managing Partner
Imperium Investments

Mostafa Al-Mashita

Mostafa Al-Mashita

EVP, Sales & Trading
GDA Capital & Secure Digital Markets