April 2019 Chapter Meeting Luncheon

The Era of Blockchain: 

A Summary of Regulation, Issues, and an Overview of Cryptocurrencies

 Speaker: Dan Friedberg

Meeting Description

Bitcoin started with a white paper release on 10/31/2008 by Satoshi Namamoto.  Where are we 10 years later?  What is cryptocurrency?  What are the steps in the legal process of creating coins / tokens?  Who are the regulator(s) involved and what are some of the governing securities laws that are applicable?  What should financial advisors know about cryptocurrencies and blockchain technology so we can better advise and educate our clients on this topic?

According to one of Dan’s talks, “We are in the beginning of something that’s revolutionary.  Most cryptocurrencies will fail, but some will be astounding.” 

Level of Complexity:  Intermediate

Learning Objective: Help advisors gain a better understanding of cryptocurrencies from a legal and financial perspective.

1.5 hours CFP CE available pending approval by the CFP Board.

Featured partner: Greg Hacker, Open Mortgage - Home Equity Retirement Specialist

Speaker Biography

Daniel Friedberg is an attorney at Fenwick & West LLP.  He has more than 20 years of experience representing businesses in financial regulatory matters.  Dan’s financial technology practice includes representation of companies that are money transmitters, digital currency issuers and mobile payment providers. Dan also assists clients with issues involving lending matters, electronic payments, prepaid cards, branded credit cards and virtual currencies. He has assisted many startup banks in obtaining federal and state charters, and has advised such banks on operational and governance matters.

Dan has close relationships with state and federal regulators, including regulators at the Office of the Comptroller of Currency (OCC), State Banking Divisions and the Federal Deposit Insurance Corporation (FDIC). Dan has assisted financial clients with mergers and acquisitions, bank holding company formation and use, acquisition and ownership planning, regulatory matters and compliance issues.

His practical approach is informed by his additional corporate background, working with clients on formations of new venture entities, securities filings, private placements, registered offerings, mergers and acquisitions, corporate and commercial finance, joint ventures, strategic alliances and corporate governance.

Pricing and Registration (Lunch is included)

Register early!  Advanced pricing and online registration is available through April 9th:     

• FPA Members and First Time Visitors:  $40
• Non-Members:  $60

At the Door:

• FPA Members:  $60
• All Non-members:  $75

Online Registration has been extended through Tuesday, April 9th. At-the-door registration is available but limited, so pre-registration is strongly encouraged.

No refunds after 12:00 pm on Tuesday, April 9th.

Register Now!