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:
- Portfolio Diversification
- Limited Correlation with Traditional Asset Classes
- 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
Speakers

Enzo Villani
Founder & CEO
Alpha Sigma Capital & Pegasus Fund




Tatiana Koffman
Writer
Forbes




Simon Littlewood
CEO
SDG Global Exchange & Li Family Office




Al Burgio,
CEO
Zytara




Leon Naidoo
CEO
Africa Impact Solutions





Michael Gord
CEO
GDA Capital




Jack Lu
CEO
Wanchain Foundation



Karl Samsen
VP, Capital Markets
GDA Capital




Bill Majcher
President & Global Head of Recovery Operations
EMIDR LIMITED




Will Bartlett
VP, Research
GDA Capital




Toufic Adlouni
CEO
Renno & Co





Jean-Luc Gustave
VP, Asia
GDA Capital




James Haft
CEO
PAL Capital LLC




Raoul Milhado
Founder & CEO
Elitium


Johnny Hon
CEO
Global Group




Alex Dohi
Head of Compliance
GDA Capital




Bartolome Bordallo
CEO
Zignaly




Marco Lim
CEO
Mai Capital




Jeremy Samide
CEO
CryptoTrac2






Zachary Friedman
COO
GDA Capital




Alexandre Kech
CEO
Onchain Custodian




Sheldon Inwentash
Chairman, CIO & CEO
ThreeD Capital, Inc.



Johannes Hainlein
CEO
Staithe Capital




James Godfrey
VP, International Banking
GDA Capital




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




David Shafrir
Executive Chairman
GDA Capital




Scott Thiel
Partner
DLT Piper




Olivier Burlot
CEO
Heart Media Group




Brien Briondi
Chairman & CEO
President
Campden Wealth North America and IPI




Nathan Nichols
Managing Partner
Imperium Investments




Mostafa Al-Mashita
EVP, Sales & Trading
GDA Capital & Secure Digital Markets
Schedule Day 1
All times in EST
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




James Haft
CEO
PAL Capital LLC




Sheldon Inwentash
Chairman, CIO & CEO
ThreeD Capital, Inc.























Coming Soon
Panel: Digital Asset Exposure Through Mining




Mostafa Al-Mashita
EVP, Sales & Trading
GDA Capital & Secure Digital Markets




Nathan Nichols
Managing Partner
Imperium Investments























Coming Soon























Coming Soon
Fireside Chat: Future of Family Office Investments
Fireside with David Shafrir, Executive Chairman of GDA Group, & Brien Brioni, President of Campden Wealth.




David Shafrir
Executive Chairman
GDA Capital




Brien Briondi
Chairman & CEO
President
Campden Wealth North America and IPI
Tokenization, the New Name of Asset Management
Leaders in tokenization discuss how the token economy is changing the landscape of asset management




Scott Thiel
Partner
DLT Piper




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




Tatiana Koffman
Writer
Forbes























Coming Soon
Security & Custody, the Ultimate Hurdle to Embracing the Token Economy






Zachary Friedman
COO
GDA Capital




Alexandre Kech
CEO
Onchain Custodian




Jeremy Samide
CEO
CryptoTrac2























Coming Soon
Panel: Alternative Investment Opportunities and Private Equity
Leading private equity investors discuss alternative investment strategies.



Johnny Hon
CEO
Global Group




Bill Majcher
President & Global Head of Recovery Operations
EMIDR LIMITED




Jack Lu
CEO
Wanchain Foundation























Coming Soon
Speakers - more keynotes to be announced this week




Enzo Villani
Founder & CEO
Alpha Sigma Capital & Pegasus Fund




Tatiana Koffman
Writer
Forbes




Simon Littlewood
CEO
SDG Global Exchange & Li Family Office




Al Burgio,
CEO
Zytara




Leon Naidoo
CEO
Africa Impact Solutions





Michael Gord
CEO
GDA Capital




Jack Lu
CEO
Wanchain Foundation



Karl Samsen
VP, Capital Markets
GDA Capital




Bill Majcher
President & Global Head of Recovery Operations
EMIDR LIMITED




Will Bartlett
VP, Research
GDA Capital




Toufic Adlouni
CEO
Renno & Co





Jean-Luc Gustave
VP, Asia
GDA Capital




James Haft
CEO
PAL Capital LLC




Raoul Milhado
Founder & CEO
Elitium



Johnny Hon
CEO
Global Group




Alex Dohi
Head of Compliance
GDA Capital




Bartolome Bordallo
CEO
Zignaly




Marco Lim
CEO
Mai Capital




Jeremy Samide
CEO
CryptoTrac2






Zachary Friedman
COO
GDA Capital




Alexandre Kech
CEO
Onchain Custodian




Sheldon Inwentash
Chairman, CIO & CEO
ThreeD Capital, Inc.



Johannes Hainlein
CEO
Staithe Capital




James Godfrey
VP, International Banking
GDA Capital




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




David Shafrir
Executive Chairman
GDA Capital




Scott Thiel
Partner
DLT Piper




Olivier Burlot
CEO
Heart Media Group




Brien Briondi
Chairman & CEO
President
Campden Wealth North America and IPI




Nathan Nichols
Managing Partner
Imperium Investments




Mostafa Al-Mashita
EVP, Sales & Trading
GDA Capital & Secure Digital Markets