FLAIA is hosting its first annual Artificial Intelligence, Blockchain and Cryptocurrency Forum 2018 April 25-26 in South Florida. The conference will gather asset managers, investors and global thought leaders to discuss key market developments, including initial coin offerings, bitcoin futures and ETFs, trading and investing in cryptocurrencies, smart contracts, legislative and regulatory trends, and more.

2018

Artificial Intelligence, Blockchain &

Cryptocurrency

Forum

April 25 - 26, 2018

SEMINOLE HARD ROCK HOTEL1 Seminole Way

Hollywood, FL 33314

April 25- 2:00 PM to 7:00PM ESTApril 26 - 9:00 AM to 5:00 PM EST

Artificial Intelligence,

Blockchain &

Cryptocurrency

Forum 2018 W E L C O M E

Dear Alternative Investment Professionals,

Thank you for being a part of our 1st annual Artificial Intelligence, Blockchain & Cryp-tocurrency Forum. Today’s digital economy offers a unique opportunity to asset managers, investors and service providers in the alternative investment world. The FLAIA team is excited to bring together some of the world’s most influential thought leaders in the space to discuss the ABC's of this new digital economy.

Artificial Intelligence has been embraced by companies such as Amazon and Google to track online customer behavior and drive advertising campaigns. In financial mar-kets, companies are using AI to drive their investment strategies. Asset managers have been quick to adopt AI to help create alpha through security selection, position sizing and sentiment analysis.

Blockchain technology is disrupting the traditional banking model and revolutionizing the way in which businesses and people exchange currency for goods and services. The decentralized nature of blockchain is difficult to regulate, however, governments are already embracing monetized digital tokens to raise funds for community proj-ects. One example we recently saw is the City of Berkeley, California applying block-chain technology to public finance in order to fund the purchase of a fire truck, making it cheaper and easier for local residents to invest.

Cryptocurrency has the potential to completely disrupt the foundation that the global economy is built on, fiat currency. Governments are closely monitoring how citizens embrace these new store houses of value. Bitcoin and other tokens are changing the dynamics of international trade, foreign relations, diplomacy, and the impact of economic sanctions. The explosion of initial coin offerings and token issuances over the last 18 months indicates that crypto has emerged as a new legitimate asset class.

The digital economy in Florida is thriving and many are saying that Miami has become the Cryptocurrency capital of the U.S. and possibly the world. It was hard to imagine that such a feat was possible just 12 months ago.

Thank you for your continued support of the Florida Alternative Investment Associa-tion. We are glad that each of you were able to take part in our first event in this new and exciting space.

Sincerely,

Michael Corcelli and Brian ValeroChairman and Executive Director Florida Alternative Investment Association

2:00PM – 2:30PM WEDNESDAY TABLE TALK REGISTRATION

2:30PM – 2:45PM Opening Remarks by John Tomeo Head of Business Development, Hedge Connection

2:45PM – 5:15PM Table Talk SessionsBLOK ETF: Proof of Work vs. Proof of Stake: Implications for the Semiconductor Industry & Capital Markets

Brickell Analytics: Macroeconomic Resarch – Rising Yield Deflation

Crypto Oracle: Why Invest in the Decentralized Economy?

Rational Investing: Artificial Intelligence for the ETF Investor

SALT Lending: New Asset Class – Alternative Credit using Blockchain Asset Backed Loans

Swatt Exchange: Trust, Reliability & Crypto Exchanges

Synapse Capital: Deconstructing The World of Crypto Assets

TradeFin: B2B Payments & Supply Chain Finance on Blockchain

TLDR Capital & Kowala: Understanding the crypto-space: What to expect when investing in ICOs

5:15PM – 5:45PM Coaching Artificial Intelligence Based Fund Managers - Live SessionSpeakersWayne Ferbert AlphaDNA Investment Management Rajan Chopra Chopra Coaching

5:45PM – 7:00PM Networking Cocktail Hour

About Table TalksTable Talks is an event that brings together thought leaders in the alternative investment industry to discuss a variety of topics table side. This unique and successful format deconstructs the traditional

conference format by bringing the experts off the panels to individual interactive tables. www.tabletalksnyc.com

About Hedge ConnectionFounded in 2005, Hedge Connection is an established platform that connects financial products and allocators online and through events. The highly regarded brand has attracted thousands of financial

institutions, entrepreneurs, and investors from around the world since inception. www.hedgeconnection.com

Artificial Intelligence,

Blockchain &

Cryptocurrency

Forum 20184 . 2 5 A G E N D A

9:00AM – 9:50AM THURSDAY REGISTRATION & BREAKFAST

9:50AM – 10:00AM Opening Remarks by Michael Corcelli, Alexander Alternative Capital

10:0AM – 11:00AM Cryptocurrencies & Blockchain: A New Asset ClassModeratorJames Haft CryptoOracle LLCSpeakerAnthony Bosch SALT LendingTom Lee FundStrat Robert Collazo Bit5veGabriel Rojo BLOK ETF

11:15 AM – 12:00 PM Fireside Chat: Demystifying Cryptocurrencies with Grayscale's Michael SonnensheinInterviewerGreg Landegger Crypto InvestorIntervieweeMichael Sonnenshein Grayscale Investments

12:00 PM – 1:15 PM Lunch and Brief PresentationSponsored by Triad SecuritiesSpeakerGabriel Rojo

1:30PM – 2:30PM Best Practices in Launching and Investing in Token OfferingsModeratorScott Daspin Triad SecuritiesPanelistsGraham Friedman TLDR Capital Walker Willse KowalaAmit Baid TradeFin

2:30 PM – 3:00 PM Networking Break

3:00PM – 4:00PM Cryptocurrency Exchanges and Regulations: 2018 OutlookModeratorMaurice Berkower Berkower, LLCPanelistsMarshall Swatt Swatt ExchangeDaniel Viola Sadis & Goldberg Jonathan Turnham Travers Thorp Alberga

4:00PM – 5:00PM Artificial Intelligence & Blockchain Software ApplicationsModeratorRainford Knight Florida Institute of FinancePanelistsManish Aurora Rational Investing Albert Santalo 8BaseTad Einstein Google

2:00PM – 2:30PM WEDNESDAY TABLE TALK REGISTRATION

2:30PM – 2:45PM Opening Remarks by John Tomeo Head of Business Development, Hedge Connection

2:45PM – 5:15PM Table Talk SessionsBLOK ETF: Proof of Work vs. Proof of Stake: Implications for the Semiconductor Industry & Capital Markets

Brickell Analytics: Macroeconomic Resarch – Rising Yield Deflation

Crypto Oracle: Why Invest in the Decentralized Economy?

Rational Investing: Artificial Intelligence for the ETF Investor

SALT Lending: New Asset Class – Alternative Credit using Blockchain Asset Backed Loans

Swatt Exchange: Trust, Reliability & Crypto Exchanges

Synapse Capital: Deconstructing The World of Crypto Assets

TradeFin: B2B Payments & Supply Chain Finance on Blockchain

TLDR Capital & Kowala: Understanding the crypto-space: What to expect when investing in ICOs

5:15PM – 5:45PM Coaching Artificial Intelligence Based Fund Managers - Live SessionSpeakersWayne Ferbert AlphaDNA Investment Management Rajan Chopra Chopra Coaching

5:45PM – 7:00PM Networking Cocktail Hour

About Table TalksTable Talks is an event that brings together thought leaders in the alternative investment industry to discuss a variety of topics table side. This unique and successful format deconstructs the traditional

conference format by bringing the experts off the panels to individual interactive tables. www.tabletalksnyc.com

About Hedge ConnectionFounded in 2005, Hedge Connection is an established platform that connects financial products and allocators online and through events. The highly regarded brand has attracted thousands of financial

institutions, entrepreneurs, and investors from around the world since inception. www.hedgeconnection.com

4 . 2 6 A G E N D A9:00AM – 9:50AM THURSDAY REGISTRATION & BREAKFAST

9:50AM – 10:00AM Opening Remarks by Michael Corcelli, Alexander Alternative Capital

10:0AM – 11:00AM Cryptocurrencies & Blockchain: A New Asset ClassModeratorJames Haft CryptoOracle LLCSpeakerAnthony Bosch SALT LendingTom Lee FundStrat Robert Collazo Bit5veGabriel Rojo BLOK ETF

11:15 AM – 12:00 PM Fireside Chat: Demystifying Cryptocurrencies with Grayscale's Michael SonnensheinInterviewerGreg Landegger Crypto InvestorIntervieweeMichael Sonnenshein Grayscale Investments

12:00 PM – 1:15 PM Lunch and Brief PresentationSponsored by Triad SecuritiesSpeakerGabriel Rojo

1:30PM – 2:30PM Best Practices in Launching and Investing in Token OfferingsModeratorScott Daspin Triad SecuritiesPanelistsGraham Friedman TLDR Capital Walker Willse KowalaAmit Baid TradeFin

2:30 PM – 3:00 PM Networking Break

3:00PM – 4:00PM Cryptocurrency Exchanges and Regulations: 2018 OutlookModeratorMaurice Berkower Berkower, LLCPanelistsMarshall Swatt Swatt ExchangeDaniel Viola Sadis & Goldberg Jonathan Turnham Travers Thorp Alberga

4:00PM – 5:00PM Artificial Intelligence & Blockchain Software ApplicationsModeratorRainford Knight Florida Institute of FinancePanelistsManish Aurora Rational Investing Albert Santalo 8BaseTad Einstein Google

Artificial Intelligence,

Blockchain &

Cryptocurrency

Forum 2018

Artificial Intelligence,

Blockchain &

Cryptocurrency

Forum 2018S P E A K E R S

Michael Corcelli Founder and Chairman, Alexander Alternative Capital

Mr. Corcelli began his career in the private wealth management side of the business at UBS. In addition to helping UBS grow their assets under management, he was responsible for portfolio management and tactical asset allocation for private clients. After leaving UBS, Mr, Corcelli formed Alexander Alternative Capital, a global macro hedge fund that started with shorting sub-prime mortgage companies. Additionally, Mr. Corcelli is the Founder and Chairman of the Florida Alternative Investment Association (FLAIA), a 501(c)(6) non-profit organization which includes some of the most successful hedge funds and largest family offices both nationally and internationally. In 2012, he led an initiative to double the Florida State Board of Administration’s use of alternative investments from 10% to 20% freeing up roughly 15 billion dollars of new capital for hedge funds, private equity and venture capital. Michael earned his Michael Corcelli Bachelor of Science in Finance from the University of Miami.

James Haft Co-Founder, CryptoOracle

James Haft has 30 years experience in emerging markets and early-stage finance in tech. Since 2015, James has focussed on the political, social and economic impact of blockchain and cryptocurrencies, including advising 7 ICOs and co-founding ClimateCoin. He has been advisor to over 50 Internet and Venture-backed entities, mentored at 500 Startups and TechStars, co-founded NXTPLabs.com, the leading accelerator in Latin America for Internet-related companies, founded Pacific Alliance Limited, LLC, an NY-based merchant bank focussed on Internet-related businesses, and founded an early-stage VC fund.

Previously, James was the M.D. of Latin American Equity Capital Markets at INGBarings, founder and M.D. of Emerging Markets Investment Banking at Furman Selz, and M.D. of Asian Investment Banking in Hong Kong for Bear Stearns, where he was responsible for the first listing of a Chinese company on the NYSE. WeForest.org. Mr. Haft received an A.B. from Vassar College and a J.D./MBA from Emory University. James is co-Founder and board member emeritus to UrbanArts.org and Chairman of USA of WeForest.org.

Anthony Bosch Director, SALT Blockchain Asset Management

Mr. Bosch is a Director at SALT Blockchain Asset Management. Bosch contributes over 20 years of experience in the securities industry to SBAM Investor Relations team. Prior to joining SALT, Bosch was cofounder of Absolute Investment Advisers, an alternative investment advisory firm in which he served as Principal and General Counsel. In his prior life, he also served as General Counsel for Berger Financial Group and started his career with the Securities Exchange Commission. Bosch has a B.A. in chemistry from Miami University and received his law degree from the University of Toledo.

Michael Sonnenschein Managing Director, Grayscale Investments

Michael Sonnenshein joined Grayscale Investments in January 2014. As Managing Director, he is responsible for overseeing the daily operations and growth of the Grayscale business, spanning sales, operations, product development, and investor relations. With $2+ Billion in assets under management, Michael is responsible for maintaining many of the firms’ key client relationships including family offices, hedge funds, and other institutions as well as forming strategic partnerships and evaluating service providers. Prior to joining Grayscale, Michael was a financial advisor at JP Morgan Securities, covering HNW individuals and institutions. He also worked in a similar capacity at Barclays Wealth, providing coverage to middle market hedge funds and institutions. Michael earned his Bachelor of Business Administration from the Goizueta Business School at Emory University and his Master of Business Administration from the Leonard N. Stern School of Business at New York University. He holds his Series 7 and 66 licenses.

Artificial Intelligence,

Blockchain &

Cryptocurrency

Forum 2018S P E A K E R S

Greg Landegger Digital Currency and Blockchain Investor

Landegger has Initiated and lead investment efforts in the digital currency and distributed ledger ecosystem for a New York based single family office:

Actively invest in early stage companies (Seed, A and B rounds) developing technology using digital currency and blockchain protocols. Have completed 15 investments since 2014 including Digital Currency Group, Ledger and Ripio.

Manage and custody several event driven investment portfolios consisting of 18 digital currencies.

Have authored and published “BitDigest”, an online, daily curated newsletter focused on global news and developments impacting the digital currency and blockchain ecosystem, since Q1’ 2017.

Member of the G20 Sustainable Finance Study Group (2018) focusing on ‘digital innovation for mobilizing sustainable finance.’

Digital currency and blockchain advocate. Have held educational sessions with members of the US Congress, family offices, banks and individual investors looking to better understand the sector.

Received certificate in “Fintech: Future Commerce” from Massachusetts Institute of Technology (2016).

Scott Dapsin Director of Institutional Sales, Triad Securities

Scott Daspin is Director of Institutional Sales at Triad Securities, a New York full service agency broker dealer that specializes prime brokerage and investment banking services. His focus is new business generation and expanding their presence with Institutional clients such as hedge funds, family offices, registered investment advisors and private companies. Mr. Daspin was previously at ConvergEx Group, where he spent 14 years, first as sales and business development in the build out of their international electronic products and then managing the electronic sales group. Scott has a passion for eating, cooking and sharing favorite niche restaurants and supports regional farmers, local chefs, and farm-to-table endeavors. He is known by friends, colleagues and clients as the go-to person for all things food, and lives in NYC with his wife Amber and daughter Amelia. He holds a Finance degree from Boston University.

Graham Friedman Partner, TLDR Capital

Graham brings over a decade of onset, creative experience to the TLDR team. With a background in commercial cinematography, often acting as a creative director to major brands, he is skilled at bringing a brand’s narrative to life in order to increase their volume in a noisy world. After his discovery of Bitcoin in 2010, the blockchain sector became a growing obsession, and after a few years of loosely participating, he went all in as a founding partner in TLDR. Currently Graham covers American projects, TLDR’s incubator arm, and acts a strategic advisor to young companies that are looking to raise through and ICO.

Walker Willse Vice President of Business Development, Kowala

As Vice-President of Business Development, Walker led Kowala's initial seed round, and is currently running the private token sale and developing strategic partnerships within the greater Cryptocurrency and Blockchain ecosystem. Possessing over 15 years of experience consulting with startups and growth stage companies, Walker is known for quickly gaining rapport with executive leadership, clients and investors while communicating the utility and value of highly complex technology services solutions and products.

S P E A K E R SAmit Baid Founder, TradeFin

Amit Baid is the founder of TradeFin A Business to Business Payment and Supply Chain Network on Blockchain. Amit has extensive experience in Finance and Technology. Prior to starting TardeFin, he was Managing Director at Neuberger Berman and ran a technology focused fund. He has also worked at Fidelity Investments and Turner Investment and invested billions of dollars in public and private technology companies. His investments have consistently outperformed the relevant benchmarks. He started his career as a part of the very first engineering team that developed the CRM software for SAP and culminated his seven year stint at SAP as the head of product management for CRM. Amit has founded DelightCircle, which is now Moengage in India and is Series A funded. TradeFin is his second startup. He has an MBA from The Wharton School and an Electronics and Communications Engineering Degree from NIT in India.

Robert Collazo President & Chief Executive Officer, Bit5ve

Robert Collazo Jr. began his career in the entertainment industry where he worked in the capacity of manager, owner, and operator for various Miami institutions. He later moved on to the real estate industry, where he spearheaded Koala Realty, Koala Mortgage, and Milazo Group Developments, which specialized in large scale land acquisitions and home construction. In 2013, he began learning about crypto currency. What started as a hobby has now evolved into a full-scale, global business. Bit5ive focuses on large, institutional clients and private investors that wish to enter into the cryptocurrency mining space. The company’s success lies in their turn-key approach to an industry otherwise riddled with unnecessary intrigue. Robert started his first mining farm in Doral, Florida which expended to larger projects in Washington State, with other American based facilities along the Northwestern Coast in development. Globally, the company has launched operations in Sweden, with further expansion throughout Scandinavian countries. Bit5ive is soon to be the largest American based company in the mining industry.

Maurice Berkower Managing Principal, Berkower

Mr. Berkower brings over 35 years of experience providing accounting, auditing, tax and consulting services to the FLAIA board. Maurice is the Managing Partner of Berkower LLC and Co-Founder and Managing Director of Rankin Berkower (Cayman) Ltd and leads those respective Firms’ Alternative investment Funds practice. Maurice has an MBA in Taxation from Bernard Baruch College and a BS in Accounting from Brooklyn College. He is a Certified Public Accountant in the States of New York, New Jersey, Florida and California and is a member of the American Institute of Certified Public Accountants, New York State Society of Certified Public Accountants, New Jersey Society of Certified Public Accountants and California Society of CPAs. Maurice serves on the New York State Society of Certified Public Accountants Investment Companies, Investment Management, Private Equity, and Stock Brokerage Committees. Maurice also serves in leadership capacities for various non-profit and charitable organizations, is a Board Member and Treasurer of the Florida Alternative Investment Association.

Manish Aurora Founder, Rational Investing

Manish Aurora runs Rational Investing LLC, 20+ professionals who construct systematic fundamental portfolios for equity Statarb and ETF substitution. We use real time data scrubbing to build DCF valuations for a neutral return approaching 10% for US equities. The market neutral portfolios are used inside large funds closed to new investors, while our baskets can be purchased to replace ETF’s with customized exposure. The system focuses on consistent cash flow valuation rather than factor returns for a high information ratio, has few peers, and has developed a resilient competitive edge across the US, Europe and Japan.

Marshall Swatt Founder & President, Swatt Exchange

Marshall Swatt is the founder and President of Swatt Exchange, a new seed-funded exchange for trading and investing in blockchain based financial instruments, headquartered in Miami, FL. Mr. Swatt is is an entrepreneur with extensive bitcoin and fintech experience. He has held roles as a founder, CEO, COO and CTO.. In addition, he has consulted for a number of startup and Fortune 500 companies in New York City and Washington, D.C. over his career. In early 2013, he co-founded Coinsetter, Inc., a NYC-based bitcoin and digital currency exchange, and one of only two exchanges that never suffered a security breach or theft. Coinsetter raised close to $2MM in several rounds of seed funding. He led Coinsetter’s acquisition of Canadian Competitor CaVirtEx before selling the combined company to Kraken in January of 2016.

Prior to Coinsetter, Marshall was part of a small team that developed Citigroup's institutional FOREX trading platform, Citi Velocity. of its debut, the exchange handled several billion dollars in daily trading volume. In addition, he also led the design and development of a realtime advertising platform, which generated $15MM in annual revenues of operation. He was a senior consultant on the development of a real-time telecom SMS inter-carrier messaging platform that was eventually sold to Real Networks. He has consulted and/or worked for several companies including Deutsche Bank, Deutsche Financial, Conde Nast, Digital Draft FCB, MRM Worldwide, Pixelpark A.G., National Geographic Society, and MoMa.

He has been a speaker and panelist at a number of bitcoin, fintech and financial conferences in the US. He has advised global and regional banks, as well as the leading credit card processors on digital currency and blockchain technology. He is an advisor and consultant for several blockchain and ICO startups. Marshall has a B.S. in Business Administration from Georgetown University.

Daniel G. Viola Partner- Head of Regulatory & Complaince Group, Sadis & Goldberg LLP

Daniel G. Viola is a partner of Sadis & Goldberg LLP and the Head of its Regulatory and Compliance Group. He structures and organizes broker-dealers, investment advisers, funds and regularly counsels investment professionals in connection with regulatory and corporate matters. Mr. Viola has been active in the Blockchain and Virtual Currency verticals since 2014. He also the Founder of the Crypto Asset Webinars, the Blockchain Shift conferences and serves as an advisory board member to several ICOs. Mr. Viola also served as a Senior Compliance Examiner for the Northeast Regional Office of the SEC, where he worked from 1992 through 1996. During his tenure at the SEC, Mr. Viola worked on several compliance inspection projects and enforcement actions involving examinations of registered investment advisers, ensuring compliance with federal and state securities laws. Mr. Viola’s examination experience includes financial statement, performance advertising, and disclosure document reviews, as well as, analysis of investment adviser and hedge fund issues arising under ERISA and blue-sky laws.

After leaving the SEC, Mr. Viola founded VIOCO, Ltd. (“VIOCO”), which provided consulting services to investment advisers and broker-dealers in the field of regulatory compliance, including compliance policy planning and implementation of soft dollar reviews, mock SEC compliance audits, and compliance training for supervisory personnel. VIOCO also served as a consultant to provide mandated corrective consulting to investment advisers that were sanctioned by the SEC.

From 1997 to 2002, Mr. Viola served as General Counsel for Andover Brokerage LLC, which was ultimately acquired by SunGard (NYSE:SDS). Andover was a self-clearing member firm of the NASD, currently known as FINRA and a trading/technology firm that provided direct-access trading, order routing, and brokerage and clearing services to professional traders. From 2002 to early 2006, Mr. Viola served as the General Counsel to the Carlin Financial Group, which was ultimately acquired by RBC Capital Markets, LLC. Mr. Viola then founded his own law firm and eventually merged it into Sadis & Goldberg’s law practice in late 2006.

Gabriel Rojo Chief Executive Officer, BLOK ETF

Gabriel is an engineer & executive involved in the Blockchain space since 2012. He is one of the founding partners of the first Blockchain ETF (NYSE:BLOK), with approx. $175M in AUM. Previously Gabriel led technology products in several Silicon Valley companies, including Cisco Systems and Quinstreet Inc. Before coming to San Francisco, he ran a digital marketing company in Europe that used machine learning to create content for advertisers. Gabriel holds a Bachelor’s and Master’s degree in Computer Science, and an MBA from UC Berkeley.

Artificial Intelligence,

Blockchain &

Cryptocurrency

Forum 2018

Tad Einstein Lead Customer Engineer, Google

Tad Einstein is currently a Lead Customer Engineer at Google where he helps clients realize the benefits of Google Cloud Platform, as well as highlight the value that Google contributes to the marketplace. Tad brings his deep expertise in technology and entrepreneurship, having been involved in the Blockchain industry since 2010 and having worked for some of the largest names in technology like Equinix, Oracle, Pearson, and NASD. With over 20 years of experience in IT specializing in global network topologies, secure infrastructure design, and distributed systems, Tad’s main focus is on emerging and disruptive technologies. In addition, Tad has also been an independent business consultant and advisor for several start-up companies.

Albert Santalo Founder & Chief Executive Officer, 8Base

Albert Santalo is a computer scientist, Internet entrepreneur, and angel investor with experience in high growth, venture-backed technology companies. His passion lies in designing products and building companies that disrupt traditional business models. Albert is an advocate for empowering entrepreneurs everywhere to build Silicon Valley technology companies in their local communities - including Miami! He is founder and CEO of 8base, an application development platform, and ecosystem that is using disruptive technologies such as Blockchain and artificial intelligence to greatly accelerate digital transformation. 8base unites the entire world of software authors, contributors and users working together in a thriving decentralized ecosystem. He is the former Chairman and CEO of CareCloud, a company he founded in 2009 that is working to modernize the antiquated healthcare industry with a cloud-based platform. CareCloud reached #127 on the 2014 Inc. 500 list and is backed by NVP, Intel Capital, First Data Corp. and others.

Tom Lee Co-Founder & Managing Partner, FundStrat Global Advisors

Thomas has over 20 years of experience in macro markets and equity research. Prior to co-founding the independent strategy research boutique, Fundstrat Global Advisors, he served as Chief Equity Strategist of J.P. Morgan Chase & Co. from 2007 through 2014. And prior to that, was both a highly regarded telecommunications equity research analyst and also small -cap equity/ bankruptcy/reorg strategist (2004-2010).

His clients view his work as both contrarian and highly differentiated, as his approach incorporates an extensive study of historical fundamentals, reliance on credit and cross market leading indicators, as well as market-based views driven by positioning and sentiment. In his career focusing on technology and wireless companies, investors viewed his approach as deeply fundamental and contrarian. He identified many major shifts in that sector, premised on the notion that outcomes were more dependent on capital expediency, not investor perception.

He was at J.P.Morgan from 1999 to 2014. He has previously served as Managing Director at Salomon Smith Barney from 1996-1999. And prior to that was at Kidder, Peabody and Oppenheimer. He is a CFA® charterholder and a member of the New York Society of Security Analysts (NYSSA) and the Economic Club of NY. He received his BSE from the Wharton School at University of Pennsylvania with concentrations in Finance and Accounting.

Jonathan Turnham Senior Counsel, Travers Thorp Alberga

Jonathan is qualified in the Cayman Islands and New South Wales (not practicing) and advises a range of FinTech companies and other blockchain developers and investors to help them navigate the evolving legal risks facing their businesses. Jonathan is a trusted adviser to a range of clients in the technology, healthcare and financial services industries as well as early stage startups and emerging growth companies. Jonathan also works closely with institutional investors in connection with potential investment opportunities and seed capital arrangements and also advises private investment funds and their sponsors on the formation, marketing, capital raising, ongoing operation and wind-down of a variety of private investment funds including cryptocurrency funds, cryptocurrency mining funds, hybrid funds, buyout funds, credit and/or debt opportunity funds, fund of funds, venture capital funds, real estate funds, infrastructure funds and hedge funds employing a range of investment strategies.

Amit Baid Founder, TradeFin

Amit Baid is the founder of TradeFin A Business to Business Payment and Supply Chain Network on Blockchain. Amit has extensive experience in Finance and Technology. Prior to starting TardeFin, he was Managing Director at Neuberger Berman and ran a technology focused fund. He has also worked at Fidelity Investments and Turner Investment and invested billions of dollars in public and private technology companies. His investments have consistently outperformed the relevant benchmarks. He started his career as a part of the very first engineering team that developed the CRM software for SAP and culminated his seven year stint at SAP as the head of product management for CRM. Amit has founded DelightCircle, which is now Moengage in India and is Series A funded. TradeFin is his second startup. He has an MBA from The Wharton School and an Electronics and Communications Engineering Degree from NIT in India.

Robert Collazo President & Chief Executive Officer, Bit5ve

Robert Collazo Jr. began his career in the entertainment industry where he worked in the capacity of manager, owner, and operator for various Miami institutions. He later moved on to the real estate industry, where he spearheaded Koala Realty, Koala Mortgage, and Milazo Group Developments, which specialized in large scale land acquisitions and home construction. In 2013, he began learning about crypto currency. What started as a hobby has now evolved into a full-scale, global business. Bit5ive focuses on large, institutional clients and private investors that wish to enter into the cryptocurrency mining space. The company’s success lies in their turn-key approach to an industry otherwise riddled with unnecessary intrigue. Robert started his first mining farm in Doral, Florida which expended to larger projects in Washington State, with other American based facilities along the Northwestern Coast in development. Globally, the company has launched operations in Sweden, with further expansion throughout Scandinavian countries. Bit5ive is soon to be the largest American based company in the mining industry.

Maurice Berkower Managing Principal, Berkower

Mr. Berkower brings over 35 years of experience providing accounting, auditing, tax and consulting services to the FLAIA board. Maurice is the Managing Partner of Berkower LLC and Co-Founder and Managing Director of Rankin Berkower (Cayman) Ltd and leads those respective Firms’ Alternative investment Funds practice. Maurice has an MBA in Taxation from Bernard Baruch College and a BS in Accounting from Brooklyn College. He is a Certified Public Accountant in the States of New York, New Jersey, Florida and California and is a member of the American Institute of Certified Public Accountants, New York State Society of Certified Public Accountants, New Jersey Society of Certified Public Accountants and California Society of CPAs. Maurice serves on the New York State Society of Certified Public Accountants Investment Companies, Investment Management, Private Equity, and Stock Brokerage Committees. Maurice also serves in leadership capacities for various non-profit and charitable organizations, is a Board Member and Treasurer of the Florida Alternative Investment Association.

Manish Aurora Founder, Rational Investing

Manish Aurora runs Rational Investing LLC, 20+ professionals who construct systematic fundamental portfolios for equity Statarb and ETF substitution. We use real time data scrubbing to build DCF valuations for a neutral return approaching 10% for US equities. The market neutral portfolios are used inside large funds closed to new investors, while our baskets can be purchased to replace ETF’s with customized exposure. The system focuses on consistent cash flow valuation rather than factor returns for a high information ratio, has few peers, and has developed a resilient competitive edge across the US, Europe and Japan.

Artificial Intelligence,

Blockchain &

Cryptocurrency

Forum 2018S P E A K E R S

Marshall Swatt Founder & President, Swatt Exchange

Marshall Swatt is the founder and President of Swatt Exchange, a new seed-funded exchange for trading and investing in blockchain based financial instruments, headquartered in Miami, FL. Mr. Swatt is is an entrepreneur with extensive bitcoin and fintech experience. He has held roles as a founder, CEO, COO and CTO.. In addition, he has consulted for a number of startup and Fortune 500 companies in New York City and Washington, D.C. over his career. In early 2013, he co-founded Coinsetter, Inc., a NYC-based bitcoin and digital currency exchange, and one of only two exchanges that never suffered a security breach or theft. Coinsetter raised close to $2MM in several rounds of seed funding. He led Coinsetter’s acquisition of Canadian Competitor CaVirtEx before selling the combined company to Kraken in January of 2016.

Prior to Coinsetter, Marshall was part of a small team that developed Citigroup's institutional FOREX trading platform, Citi Velocity. of its debut, the exchange handled several billion dollars in daily trading volume. In addition, he also led the design and development of a realtime advertising platform, which generated $15MM in annual revenues of operation. He was a senior consultant on the development of a real-time telecom SMS inter-carrier messaging platform that was eventually sold to Real Networks. He has consulted and/or worked for several companies including Deutsche Bank, Deutsche Financial, Conde Nast, Digital Draft FCB, MRM Worldwide, Pixelpark A.G., National Geographic Society, and MoMa.

He has been a speaker and panelist at a number of bitcoin, fintech and financial conferences in the US. He has advised global and regional banks, as well as the leading credit card processors on digital currency and blockchain technology. He is an advisor and consultant for several blockchain and ICO startups. Marshall has a B.S. in Business Administration from Georgetown University.

Daniel G. Viola Partner- Head of Regulatory & Complaince Group, Sadis & Goldberg LLP

Daniel G. Viola is a partner of Sadis & Goldberg LLP and the Head of its Regulatory and Compliance Group. He structures and organizes broker-dealers, investment advisers, funds and regularly counsels investment professionals in connection with regulatory and corporate matters. Mr. Viola has been active in the Blockchain and Virtual Currency verticals since 2014. He also the Founder of the Crypto Asset Webinars, the Blockchain Shift conferences and serves as an advisory board member to several ICOs. Mr. Viola also served as a Senior Compliance Examiner for the Northeast Regional Office of the SEC, where he worked from 1992 through 1996. During his tenure at the SEC, Mr. Viola worked on several compliance inspection projects and enforcement actions involving examinations of registered investment advisers, ensuring compliance with federal and state securities laws. Mr. Viola’s examination experience includes financial statement, performance advertising, and disclosure document reviews, as well as, analysis of investment adviser and hedge fund issues arising under ERISA and blue-sky laws.

After leaving the SEC, Mr. Viola founded VIOCO, Ltd. (“VIOCO”), which provided consulting services to investment advisers and broker-dealers in the field of regulatory compliance, including compliance policy planning and implementation of soft dollar reviews, mock SEC compliance audits, and compliance training for supervisory personnel. VIOCO also served as a consultant to provide mandated corrective consulting to investment advisers that were sanctioned by the SEC.

From 1997 to 2002, Mr. Viola served as General Counsel for Andover Brokerage LLC, which was ultimately acquired by SunGard (NYSE:SDS). Andover was a self-clearing member firm of the NASD, currently known as FINRA and a trading/technology firm that provided direct-access trading, order routing, and brokerage and clearing services to professional traders. From 2002 to early 2006, Mr. Viola served as the General Counsel to the Carlin Financial Group, which was ultimately acquired by RBC Capital Markets, LLC. Mr. Viola then founded his own law firm and eventually merged it into Sadis & Goldberg’s law practice in late 2006.

Gabriel Rojo Chief Executive Officer, BLOK ETF

Gabriel is an engineer & executive involved in the Blockchain space since 2012. He is one of the founding partners of the first Blockchain ETF (NYSE:BLOK), with approx. $175M in AUM. Previously Gabriel led technology products in several Silicon Valley companies, including Cisco Systems and Quinstreet Inc. Before coming to San Francisco, he ran a digital marketing company in Europe that used machine learning to create content for advertisers. Gabriel holds a Bachelor’s and Master’s degree in Computer Science, and an MBA from UC Berkeley.

Tad Einstein Lead Customer Engineer, Google

Tad Einstein is currently a Lead Customer Engineer at Google where he helps clients realize the benefits of Google Cloud Platform, as well as highlight the value that Google contributes to the marketplace. Tad brings his deep expertise in technology and entrepreneurship, having been involved in the Blockchain industry since 2010 and having worked for some of the largest names in technology like Equinix, Oracle, Pearson, and NASD. With over 20 years of experience in IT specializing in global network topologies, secure infrastructure design, and distributed systems, Tad’s main focus is on emerging and disruptive technologies. In addition, Tad has also been an independent business consultant and advisor for several start-up companies.

Albert Santalo Founder & Chief Executive Officer, 8Base

Albert Santalo is a computer scientist, Internet entrepreneur, and angel investor with experience in high growth, venture-backed technology companies. His passion lies in designing products and building companies that disrupt traditional business models. Albert is an advocate for empowering entrepreneurs everywhere to build Silicon Valley technology companies in their local communities - including Miami! He is founder and CEO of 8base, an application development platform, and ecosystem that is using disruptive technologies such as Blockchain and artificial intelligence to greatly accelerate digital transformation. 8base unites the entire world of software authors, contributors and users working together in a thriving decentralized ecosystem. He is the former Chairman and CEO of CareCloud, a company he founded in 2009 that is working to modernize the antiquated healthcare industry with a cloud-based platform. CareCloud reached #127 on the 2014 Inc. 500 list and is backed by NVP, Intel Capital, First Data Corp. and others.

Tom Lee Co-Founder & Managing Partner, FundStrat Global Advisors

Thomas has over 20 years of experience in macro markets and equity research. Prior to co-founding the independent strategy research boutique, Fundstrat Global Advisors, he served as Chief Equity Strategist of J.P. Morgan Chase & Co. from 2007 through 2014. And prior to that, was both a highly regarded telecommunications equity research analyst and also small -cap equity/ bankruptcy/reorg strategist (2004-2010).

His clients view his work as both contrarian and highly differentiated, as his approach incorporates an extensive study of historical fundamentals, reliance on credit and cross market leading indicators, as well as market-based views driven by positioning and sentiment. In his career focusing on technology and wireless companies, investors viewed his approach as deeply fundamental and contrarian. He identified many major shifts in that sector, premised on the notion that outcomes were more dependent on capital expediency, not investor perception.

He was at J.P.Morgan from 1999 to 2014. He has previously served as Managing Director at Salomon Smith Barney from 1996-1999. And prior to that was at Kidder, Peabody and Oppenheimer. He is a CFA® charterholder and a member of the New York Society of Security Analysts (NYSSA) and the Economic Club of NY. He received his BSE from the Wharton School at University of Pennsylvania with concentrations in Finance and Accounting.

Jonathan Turnham Senior Counsel, Travers Thorp Alberga

Jonathan is qualified in the Cayman Islands and New South Wales (not practicing) and advises a range of FinTech companies and other blockchain developers and investors to help them navigate the evolving legal risks facing their businesses. Jonathan is a trusted adviser to a range of clients in the technology, healthcare and financial services industries as well as early stage startups and emerging growth companies. Jonathan also works closely with institutional investors in connection with potential investment opportunities and seed capital arrangements and also advises private investment funds and their sponsors on the formation, marketing, capital raising, ongoing operation and wind-down of a variety of private investment funds including cryptocurrency funds, cryptocurrency mining funds, hybrid funds, buyout funds, credit and/or debt opportunity funds, fund of funds, venture capital funds, real estate funds, infrastructure funds and hedge funds employing a range of investment strategies.

Amit Baid Founder, TradeFin

Amit Baid is the founder of TradeFin A Business to Business Payment and Supply Chain Network on Blockchain. Amit has extensive experience in Finance and Technology. Prior to starting TardeFin, he was Managing Director at Neuberger Berman and ran a technology focused fund. He has also worked at Fidelity Investments and Turner Investment and invested billions of dollars in public and private technology companies. His investments have consistently outperformed the relevant benchmarks. He started his career as a part of the very first engineering team that developed the CRM software for SAP and culminated his seven year stint at SAP as the head of product management for CRM. Amit has founded DelightCircle, which is now Moengage in India and is Series A funded. TradeFin is his second startup. He has an MBA from The Wharton School and an Electronics and Communications Engineering Degree from NIT in India.

Robert Collazo President & Chief Executive Officer, Bit5ve

Robert Collazo Jr. began his career in the entertainment industry where he worked in the capacity of manager, owner, and operator for various Miami institutions. He later moved on to the real estate industry, where he spearheaded Koala Realty, Koala Mortgage, and Milazo Group Developments, which specialized in large scale land acquisitions and home construction. In 2013, he began learning about crypto currency. What started as a hobby has now evolved into a full-scale, global business. Bit5ive focuses on large, institutional clients and private investors that wish to enter into the cryptocurrency mining space. The company’s success lies in their turn-key approach to an industry otherwise riddled with unnecessary intrigue. Robert started his first mining farm in Doral, Florida which expended to larger projects in Washington State, with other American based facilities along the Northwestern Coast in development. Globally, the company has launched operations in Sweden, with further expansion throughout Scandinavian countries. Bit5ive is soon to be the largest American based company in the mining industry.

Maurice Berkower Managing Principal, Berkower

Mr. Berkower brings over 35 years of experience providing accounting, auditing, tax and consulting services to the FLAIA board. Maurice is the Managing Partner of Berkower LLC and Co-Founder and Managing Director of Rankin Berkower (Cayman) Ltd and leads those respective Firms’ Alternative investment Funds practice. Maurice has an MBA in Taxation from Bernard Baruch College and a BS in Accounting from Brooklyn College. He is a Certified Public Accountant in the States of New York, New Jersey, Florida and California and is a member of the American Institute of Certified Public Accountants, New York State Society of Certified Public Accountants, New Jersey Society of Certified Public Accountants and California Society of CPAs. Maurice serves on the New York State Society of Certified Public Accountants Investment Companies, Investment Management, Private Equity, and Stock Brokerage Committees. Maurice also serves in leadership capacities for various non-profit and charitable organizations, is a Board Member and Treasurer of the Florida Alternative Investment Association.

Manish Aurora Founder, Rational Investing

Manish Aurora runs Rational Investing LLC, 20+ professionals who construct systematic fundamental portfolios for equity Statarb and ETF substitution. We use real time data scrubbing to build DCF valuations for a neutral return approaching 10% for US equities. The market neutral portfolios are used inside large funds closed to new investors, while our baskets can be purchased to replace ETF’s with customized exposure. The system focuses on consistent cash flow valuation rather than factor returns for a high information ratio, has few peers, and has developed a resilient competitive edge across the US, Europe and Japan.

Marshall Swatt Founder & President, Swatt Exchange

Marshall Swatt is the founder and President of Swatt Exchange, a new seed-funded exchange for trading and investing in blockchain based financial instruments, headquartered in Miami, FL. Mr. Swatt is is an entrepreneur with extensive bitcoin and fintech experience. He has held roles as a founder, CEO, COO and CTO.. In addition, he has consulted for a number of startup and Fortune 500 companies in New York City and Washington, D.C. over his career. In early 2013, he co-founded Coinsetter, Inc., a NYC-based bitcoin and digital currency exchange, and one of only two exchanges that never suffered a security breach or theft. Coinsetter raised close to $2MM in several rounds of seed funding. He led Coinsetter’s acquisition of Canadian Competitor CaVirtEx before selling the combined company to Kraken in January of 2016.

Prior to Coinsetter, Marshall was part of a small team that developed Citigroup's institutional FOREX trading platform, Citi Velocity. of its debut, the exchange handled several billion dollars in daily trading volume. In addition, he also led the design and development of a realtime advertising platform, which generated $15MM in annual revenues of operation. He was a senior consultant on the development of a real-time telecom SMS inter-carrier messaging platform that was eventually sold to Real Networks. He has consulted and/or worked for several companies including Deutsche Bank, Deutsche Financial, Conde Nast, Digital Draft FCB, MRM Worldwide, Pixelpark A.G., National Geographic Society, and MoMa.

He has been a speaker and panelist at a number of bitcoin, fintech and financial conferences in the US. He has advised global and regional banks, as well as the leading credit card processors on digital currency and blockchain technology. He is an advisor and consultant for several blockchain and ICO startups. Marshall has a B.S. in Business Administration from Georgetown University.

Daniel G. Viola Partner- Head of Regulatory & Complaince Group, Sadis & Goldberg LLP

Daniel G. Viola is a partner of Sadis & Goldberg LLP and the Head of its Regulatory and Compliance Group. He structures and organizes broker-dealers, investment advisers, funds and regularly counsels investment professionals in connection with regulatory and corporate matters. Mr. Viola has been active in the Blockchain and Virtual Currency verticals since 2014. He also the Founder of the Crypto Asset Webinars, the Blockchain Shift conferences and serves as an advisory board member to several ICOs. Mr. Viola also served as a Senior Compliance Examiner for the Northeast Regional Office of the SEC, where he worked from 1992 through 1996. During his tenure at the SEC, Mr. Viola worked on several compliance inspection projects and enforcement actions involving examinations of registered investment advisers, ensuring compliance with federal and state securities laws. Mr. Viola’s examination experience includes financial statement, performance advertising, and disclosure document reviews, as well as, analysis of investment adviser and hedge fund issues arising under ERISA and blue-sky laws.

After leaving the SEC, Mr. Viola founded VIOCO, Ltd. (“VIOCO”), which provided consulting services to investment advisers and broker-dealers in the field of regulatory compliance, including compliance policy planning and implementation of soft dollar reviews, mock SEC compliance audits, and compliance training for supervisory personnel. VIOCO also served as a consultant to provide mandated corrective consulting to investment advisers that were sanctioned by the SEC.

From 1997 to 2002, Mr. Viola served as General Counsel for Andover Brokerage LLC, which was ultimately acquired by SunGard (NYSE:SDS). Andover was a self-clearing member firm of the NASD, currently known as FINRA and a trading/technology firm that provided direct-access trading, order routing, and brokerage and clearing services to professional traders. From 2002 to early 2006, Mr. Viola served as the General Counsel to the Carlin Financial Group, which was ultimately acquired by RBC Capital Markets, LLC. Mr. Viola then founded his own law firm and eventually merged it into Sadis & Goldberg’s law practice in late 2006.

Gabriel Rojo Chief Executive Officer, BLOK ETF

Gabriel is an engineer & executive involved in the Blockchain space since 2012. He is one of the founding partners of the first Blockchain ETF (NYSE:BLOK), with approx. $175M in AUM. Previously Gabriel led technology products in several Silicon Valley companies, including Cisco Systems and Quinstreet Inc. Before coming to San Francisco, he ran a digital marketing company in Europe that used machine learning to create content for advertisers. Gabriel holds a Bachelor’s and Master’s degree in Computer Science, and an MBA from UC Berkeley.

Artificial Intelligence,

Blockchain &

Cryptocurrency

Forum 2018S P E A K E R S

Tad Einstein Lead Customer Engineer, Google

Tad Einstein is currently a Lead Customer Engineer at Google where he helps clients realize the benefits of Google Cloud Platform, as well as highlight the value that Google contributes to the marketplace. Tad brings his deep expertise in technology and entrepreneurship, having been involved in the Blockchain industry since 2010 and having worked for some of the largest names in technology like Equinix, Oracle, Pearson, and NASD. With over 20 years of experience in IT specializing in global network topologies, secure infrastructure design, and distributed systems, Tad’s main focus is on emerging and disruptive technologies. In addition, Tad has also been an independent business consultant and advisor for several start-up companies.

Albert Santalo Founder & Chief Executive Officer, 8Base

Albert Santalo is a computer scientist, Internet entrepreneur, and angel investor with experience in high growth, venture-backed technology companies. His passion lies in designing products and building companies that disrupt traditional business models. Albert is an advocate for empowering entrepreneurs everywhere to build Silicon Valley technology companies in their local communities - including Miami! He is founder and CEO of 8base, an application development platform, and ecosystem that is using disruptive technologies such as Blockchain and artificial intelligence to greatly accelerate digital transformation. 8base unites the entire world of software authors, contributors and users working together in a thriving decentralized ecosystem. He is the former Chairman and CEO of CareCloud, a company he founded in 2009 that is working to modernize the antiquated healthcare industry with a cloud-based platform. CareCloud reached #127 on the 2014 Inc. 500 list and is backed by NVP, Intel Capital, First Data Corp. and others.

Tom Lee Co-Founder & Managing Partner, FundStrat Global Advisors

Thomas has over 20 years of experience in macro markets and equity research. Prior to co-founding the independent strategy research boutique, Fundstrat Global Advisors, he served as Chief Equity Strategist of J.P. Morgan Chase & Co. from 2007 through 2014. And prior to that, was both a highly regarded telecommunications equity research analyst and also small -cap equity/ bankruptcy/reorg strategist (2004-2010).

His clients view his work as both contrarian and highly differentiated, as his approach incorporates an extensive study of historical fundamentals, reliance on credit and cross market leading indicators, as well as market-based views driven by positioning and sentiment. In his career focusing on technology and wireless companies, investors viewed his approach as deeply fundamental and contrarian. He identified many major shifts in that sector, premised on the notion that outcomes were more dependent on capital expediency, not investor perception.

He was at J.P.Morgan from 1999 to 2014. He has previously served as Managing Director at Salomon Smith Barney from 1996-1999. And prior to that was at Kidder, Peabody and Oppenheimer. He is a CFA® charterholder and a member of the New York Society of Security Analysts (NYSSA) and the Economic Club of NY. He received his BSE from the Wharton School at University of Pennsylvania with concentrations in Finance and Accounting.

Jonathan Turnham Senior Counsel, Travers Thorp Alberga

Jonathan is qualified in the Cayman Islands and New South Wales (not practicing) and advises a range of FinTech companies and other blockchain developers and investors to help them navigate the evolving legal risks facing their businesses. Jonathan is a trusted adviser to a range of clients in the technology, healthcare and financial services industries as well as early stage startups and emerging growth companies. Jonathan also works closely with institutional investors in connection with potential investment opportunities and seed capital arrangements and also advises private investment funds and their sponsors on the formation, marketing, capital raising, ongoing operation and wind-down of a variety of private investment funds including cryptocurrency funds, cryptocurrency mining funds, hybrid funds, buyout funds, credit and/or debt opportunity funds, fund of funds, venture capital funds, real estate funds, infrastructure funds and hedge funds employing a range of investment strategies.

Artificial Intelligence,

Blockchain &

Cryptocurrency

Forum 2018S P O N S O R S

Alexander Alternative Capital GP is a privately held alternative investment firm with a flexible, opportunistic approach to managing alternative investments. We seek to deliver outsized returns in all market environments through a limited selection of Private Equity, Hedge Fund and Direct Investment opportunities.

We turn strategies once available only to institutional investors into accessible, practical option strategies for advisors’ retail clients. Accessible means we back each product with the education and support that empower advisors and make clients comfortable.

Berkower LLC, Certified Public Accountants and Financial Advisors is a medium sized regional accounting firm, servicing the New York Metropolitan area, with offices in Wayne and Iselin, New Jersey, Los Angeles, California and the Cayman Islands.

BLOK is an actively managed ETF that seeks to provide total return by investing at least 80% of its net assets in equity securities of companies actively involved in the development and utilization of blockchain technologies.

Bodhi Tree Asset Management is utilizing big data, predictive analytics and domain expertise in financial services vertical to build disruptive, quantamental investment solutions.

Crypto Oracle invests in and support the growth of companies paving the way for the new Crypto economy which will be based upon technologies including blockchain, cryptocurrencies, smart contracts, decentralization, and zero knowledge proof.

Chopra Coaching coaches C-suite executives, investment professionals, entrepreneurs and other high achievers on leadership development, business strategy, risk management, performance enhancement and culture transformation.

With local teams in Mexico City and Miami, Florida, Funds Society was created to be the reference point for the the market of investment products in the United States and Latin America as well as to provide specialized news to the local investment management industry.

A trusted authority on digital currency investing, Grayscale provides secure access and diversified exposure to the digital currency asset class.

Founded in 2005, Hedge Connection is an established platform that connects financial products and allocators online and through events. The highly regarded brand has attracted thousands of financial institutions, entrepreneurs, and investors from around the world since inception.

Get the Fresh Lowdown on Alternative-Investment Activities. Every week, Hedge Fund Alert delivers the early intelligence you need to anticipate money-making openings in the fund-management arena. The newsletter tells you what tight-lipped fund managers don’t want you to know. It also uncovers the secret moves of investors and other industry players. See for yourself -- sign up for a 3-week FREE trial subscription to Hedge Fund Alert. Start your free trial at HFAlert.com, or call 201-659-1700.

Amit Baid Founder, TradeFin

Amit Baid is the founder of TradeFin A Business to Business Payment and Supply Chain Network on Blockchain. Amit has extensive experience in Finance and Technology. Prior to starting TardeFin, he was Managing Director at Neuberger Berman and ran a technology focused fund. He has also worked at Fidelity Investments and Turner Investment and invested billions of dollars in public and private technology companies. His investments have consistently outperformed the relevant benchmarks. He started his career as a part of the very first engineering team that developed the CRM software for SAP and culminated his seven year stint at SAP as the head of product management for CRM. Amit has founded DelightCircle, which is now Moengage in India and is Series A funded. TradeFin is his second startup. He has an MBA from The Wharton School and an Electronics and Communications Engineering Degree from NIT in India.

Robert Collazo President & Chief Executive Officer, Bit5ve

Robert Collazo Jr. began his career in the entertainment industry where he worked in the capacity of manager, owner, and operator for various Miami institutions. He later moved on to the real estate industry, where he spearheaded Koala Realty, Koala Mortgage, and Milazo Group Developments, which specialized in large scale land acquisitions and home construction. In 2013, he began learning about crypto currency. What started as a hobby has now evolved into a full-scale, global business. Bit5ive focuses on large, institutional clients and private investors that wish to enter into the cryptocurrency mining space. The company’s success lies in their turn-key approach to an industry otherwise riddled with unnecessary intrigue. Robert started his first mining farm in Doral, Florida which expended to larger projects in Washington State, with other American based facilities along the Northwestern Coast in development. Globally, the company has launched operations in Sweden, with further expansion throughout Scandinavian countries. Bit5ive is soon to be the largest American based company in the mining industry.

Maurice Berkower Managing Principal, Berkower

Mr. Berkower brings over 35 years of experience providing accounting, auditing, tax and consulting services to the FLAIA board. Maurice is the Managing Partner of Berkower LLC and Co-Founder and Managing Director of Rankin Berkower (Cayman) Ltd and leads those respective Firms’ Alternative investment Funds practice. Maurice has an MBA in Taxation from Bernard Baruch College and a BS in Accounting from Brooklyn College. He is a Certified Public Accountant in the States of New York, New Jersey, Florida and California and is a member of the American Institute of Certified Public Accountants, New York State Society of Certified Public Accountants, New Jersey Society of Certified Public Accountants and California Society of CPAs. Maurice serves on the New York State Society of Certified Public Accountants Investment Companies, Investment Management, Private Equity, and Stock Brokerage Committees. Maurice also serves in leadership capacities for various non-profit and charitable organizations, is a Board Member and Treasurer of the Florida Alternative Investment Association.

Manish Aurora Founder, Rational Investing

Manish Aurora runs Rational Investing LLC, 20+ professionals who construct systematic fundamental portfolios for equity Statarb and ETF substitution. We use real time data scrubbing to build DCF valuations for a neutral return approaching 10% for US equities. The market neutral portfolios are used inside large funds closed to new investors, while our baskets can be purchased to replace ETF’s with customized exposure. The system focuses on consistent cash flow valuation rather than factor returns for a high information ratio, has few peers, and has developed a resilient competitive edge across the US, Europe and Japan.

Marshall Swatt Founder & President, Swatt Exchange

Marshall Swatt is the founder and President of Swatt Exchange, a new seed-funded exchange for trading and investing in blockchain based financial instruments, headquartered in Miami, FL. Mr. Swatt is is an entrepreneur with extensive bitcoin and fintech experience. He has held roles as a founder, CEO, COO and CTO.. In addition, he has consulted for a number of startup and Fortune 500 companies in New York City and Washington, D.C. over his career. In early 2013, he co-founded Coinsetter, Inc., a NYC-based bitcoin and digital currency exchange, and one of only two exchanges that never suffered a security breach or theft. Coinsetter raised close to $2MM in several rounds of seed funding. He led Coinsetter’s acquisition of Canadian Competitor CaVirtEx before selling the combined company to Kraken in January of 2016.

Prior to Coinsetter, Marshall was part of a small team that developed Citigroup's institutional FOREX trading platform, Citi Velocity. of its debut, the exchange handled several billion dollars in daily trading volume. In addition, he also led the design and development of a realtime advertising platform, which generated $15MM in annual revenues of operation. He was a senior consultant on the development of a real-time telecom SMS inter-carrier messaging platform that was eventually sold to Real Networks. He has consulted and/or worked for several companies including Deutsche Bank, Deutsche Financial, Conde Nast, Digital Draft FCB, MRM Worldwide, Pixelpark A.G., National Geographic Society, and MoMa.

He has been a speaker and panelist at a number of bitcoin, fintech and financial conferences in the US. He has advised global and regional banks, as well as the leading credit card processors on digital currency and blockchain technology. He is an advisor and consultant for several blockchain and ICO startups. Marshall has a B.S. in Business Administration from Georgetown University.

Daniel G. Viola Partner- Head of Regulatory & Complaince Group, Sadis & Goldberg LLP

Daniel G. Viola is a partner of Sadis & Goldberg LLP and the Head of its Regulatory and Compliance Group. He structures and organizes broker-dealers, investment advisers, funds and regularly counsels investment professionals in connection with regulatory and corporate matters. Mr. Viola has been active in the Blockchain and Virtual Currency verticals since 2014. He also the Founder of the Crypto Asset Webinars, the Blockchain Shift conferences and serves as an advisory board member to several ICOs. Mr. Viola also served as a Senior Compliance Examiner for the Northeast Regional Office of the SEC, where he worked from 1992 through 1996. During his tenure at the SEC, Mr. Viola worked on several compliance inspection projects and enforcement actions involving examinations of registered investment advisers, ensuring compliance with federal and state securities laws. Mr. Viola’s examination experience includes financial statement, performance advertising, and disclosure document reviews, as well as, analysis of investment adviser and hedge fund issues arising under ERISA and blue-sky laws.

After leaving the SEC, Mr. Viola founded VIOCO, Ltd. (“VIOCO”), which provided consulting services to investment advisers and broker-dealers in the field of regulatory compliance, including compliance policy planning and implementation of soft dollar reviews, mock SEC compliance audits, and compliance training for supervisory personnel. VIOCO also served as a consultant to provide mandated corrective consulting to investment advisers that were sanctioned by the SEC.

From 1997 to 2002, Mr. Viola served as General Counsel for Andover Brokerage LLC, which was ultimately acquired by SunGard (NYSE:SDS). Andover was a self-clearing member firm of the NASD, currently known as FINRA and a trading/technology firm that provided direct-access trading, order routing, and brokerage and clearing services to professional traders. From 2002 to early 2006, Mr. Viola served as the General Counsel to the Carlin Financial Group, which was ultimately acquired by RBC Capital Markets, LLC. Mr. Viola then founded his own law firm and eventually merged it into Sadis & Goldberg’s law practice in late 2006.

Gabriel Rojo Chief Executive Officer, BLOK ETF

Gabriel is an engineer & executive involved in the Blockchain space since 2012. He is one of the founding partners of the first Blockchain ETF (NYSE:BLOK), with approx. $175M in AUM. Previously Gabriel led technology products in several Silicon Valley companies, including Cisco Systems and Quinstreet Inc. Before coming to San Francisco, he ran a digital marketing company in Europe that used machine learning to create content for advertisers. Gabriel holds a Bachelor’s and Master’s degree in Computer Science, and an MBA from UC Berkeley.

Tad Einstein Lead Customer Engineer, Google

Tad Einstein is currently a Lead Customer Engineer at Google where he helps clients realize the benefits of Google Cloud Platform, as well as highlight the value that Google contributes to the marketplace. Tad brings his deep expertise in technology and entrepreneurship, having been involved in the Blockchain industry since 2010 and having worked for some of the largest names in technology like Equinix, Oracle, Pearson, and NASD. With over 20 years of experience in IT specializing in global network topologies, secure infrastructure design, and distributed systems, Tad’s main focus is on emerging and disruptive technologies. In addition, Tad has also been an independent business consultant and advisor for several start-up companies.

Albert Santalo Founder & Chief Executive Officer, 8Base

Albert Santalo is a computer scientist, Internet entrepreneur, and angel investor with experience in high growth, venture-backed technology companies. His passion lies in designing products and building companies that disrupt traditional business models. Albert is an advocate for empowering entrepreneurs everywhere to build Silicon Valley technology companies in their local communities - including Miami! He is founder and CEO of 8base, an application development platform, and ecosystem that is using disruptive technologies such as Blockchain and artificial intelligence to greatly accelerate digital transformation. 8base unites the entire world of software authors, contributors and users working together in a thriving decentralized ecosystem. He is the former Chairman and CEO of CareCloud, a company he founded in 2009 that is working to modernize the antiquated healthcare industry with a cloud-based platform. CareCloud reached #127 on the 2014 Inc. 500 list and is backed by NVP, Intel Capital, First Data Corp. and others.

Tom Lee Co-Founder & Managing Partner, FundStrat Global Advisors

Thomas has over 20 years of experience in macro markets and equity research. Prior to co-founding the independent strategy research boutique, Fundstrat Global Advisors, he served as Chief Equity Strategist of J.P. Morgan Chase & Co. from 2007 through 2014. And prior to that, was both a highly regarded telecommunications equity research analyst and also small -cap equity/ bankruptcy/reorg strategist (2004-2010).

His clients view his work as both contrarian and highly differentiated, as his approach incorporates an extensive study of historical fundamentals, reliance on credit and cross market leading indicators, as well as market-based views driven by positioning and sentiment. In his career focusing on technology and wireless companies, investors viewed his approach as deeply fundamental and contrarian. He identified many major shifts in that sector, premised on the notion that outcomes were more dependent on capital expediency, not investor perception.

He was at J.P.Morgan from 1999 to 2014. He has previously served as Managing Director at Salomon Smith Barney from 1996-1999. And prior to that was at Kidder, Peabody and Oppenheimer. He is a CFA® charterholder and a member of the New York Society of Security Analysts (NYSSA) and the Economic Club of NY. He received his BSE from the Wharton School at University of Pennsylvania with concentrations in Finance and Accounting.

Jonathan Turnham Senior Counsel, Travers Thorp Alberga

Jonathan is qualified in the Cayman Islands and New South Wales (not practicing) and advises a range of FinTech companies and other blockchain developers and investors to help them navigate the evolving legal risks facing their businesses. Jonathan is a trusted adviser to a range of clients in the technology, healthcare and financial services industries as well as early stage startups and emerging growth companies. Jonathan also works closely with institutional investors in connection with potential investment opportunities and seed capital arrangements and also advises private investment funds and their sponsors on the formation, marketing, capital raising, ongoing operation and wind-down of a variety of private investment funds including cryptocurrency funds, cryptocurrency mining funds, hybrid funds, buyout funds, credit and/or debt opportunity funds, fund of funds, venture capital funds, real estate funds, infrastructure funds and hedge funds employing a range of investment strategies.

Artificial Intelligence,

Blockchain &

Cryptocurrency

Forum 2018S P O N S O R S

Kowala (kUSD) is the world's first autonomously stabilized cryptocurrency. The fastest, most efficient blockchain ever. Made for humans and ready for business.

Trademark of Brickell Analytics, an independent global macroeconomic research firm that combines short-term sentiment analysis with long term wave theory to generate early and accurate predictions.

NuView Trust Company is a premier, regulated Custodian for self-directed alternative investments, primarily held in IRA and retirement accounts.

Preqin is the alternative assets industry’s leading source of data and intelligence. Our products and services are utilized by more than 47,000 professionals located in over 90 countries for a range of activities including investor relations, fundraising and marketing, and market research.

Rational Investing is an institutional quality system for the screening, data scrubbing, and discounted cash flow valuation of stocks as well as entire ETF’s or other portfolios.

SALT lets you leverage your blockchain assets to secure cash loans. We make it easy to get money without having to sell your favorite investment.

Reaching over 30,000 top decision-makers and influencers in Miami-Dade, Broward and Palm Beach Counties, South Florida Business & Wealth delivers in-depth business reporting – with a distinct local perspective ” on topics that make a difference to South Florida business professionals.

SWATT is a seed-funded blockchain-based financial instruments exchange that serves professional clientele. We are based in the US and provide transparent, reliable and secure platforms for our customers to trade and invest in blockchain tokens, including bitcoin and ether.

TLDR is a leading blockchain advisory firm. We take great pride in assisting new and exciting companies through the ICO process and have found great success across the globe. With a strong background in startup and marketing, we strive to create high demand (FOMO) from the private sale all the way through the ICO itself. It’s a cutting edge space with great ideas and we are humbled to take part in it.

TradeFin is a supply chain finance marketplace where Suppliers get paid early, corporations improve their sales and profitability and financiers make attractive returns with low risk.

Triad Securities, a full service agency broker dealer for over 40 years, provides high-touch personalized prime brokerage and investment banking services to private companies, hedge funds, family offices, and professional traders.

Florida Alternative Investment Association@fl_invest

#ABCForum2018www.flaia.org

Artificial Intelligence, Blockchain &

Cryptocurrency

Forum 2018