Athena.Trade Presents

Athena.Trade Presents Weekly Series offers educational presentations to discuss relevant companies, industry experts, and other tangential professionals within the Fintech vertical, including but not limited to Blockchain, digital assets, and other emerging technologies. This article does not represent any financial, investment, or legal advice. If you have questions we recommend you contact a professional in your jurisdiction and or area of regulation. We are a community; our member logos are visible on the graphic below. All information provided herein is footnoted properly below. If you have any questions on the validity of any source, please message Jenny Balliet, Director of Presentations at Athena.Trade.

Athena.Trade Presents Clear Assets

Athena.Trade Presents: Please join us on August 7, 2019, 2pm at 211 W. Wacker, Chicago, for a presentation from one of our flagship coworking members, Mr. Aaron Winkler. He will speak on the nuances of bridging legacy finance to crypto from both an experienced FinTech lens and an entrepreneurial lens respectively, including the requisite need for seamless integration of Broker Dealers as they foray into Cryptocurrency and other Digital Assets. Mr. Winkler notes the goal of the platform is to use API and coordinating technology, which then becomes

“Injected & transformed… [to] …shorten the time, effort, and risk of adding crypto to their systems”

Legacy of Financial Technology

Mr. Winkler has the background to complement his drive to innovate through disruptive models as evidenced by his prior role as Dir. of Innovation at OptionsHouse, which later sold to E-Trade in 2016. [1] [2] Since that time, he has been quietly building and has mapped out his next course in creating seamless, emerging technologies.

While many entrepreneurs choose to build first and locate the users second, Clear Assets disrupts that very disruption, as they have partnered strategically with a technology platform to gain access to 1million funded accounts. In short, instead of the proverbial, ‘Field of Dreams,’ mentality, Clear Assets opts for the converse, ‘Field of Reality.’

About Clear Assets

Clear Assets, Inc., addresses the key barriers of Broker Dealers, mainly the ability to seamlessly trade cryptocurrency and other assets such as equities on the same platform, this convergence is a macro trend throughout the financial services industry. Clear Assets integrates with current technology stacks to offer a simplified experience across all asset classes. The company is headquartered in Chicago IL.

To discuss the future state of your technology stack, please contact Aaron@HamiltonDA.com

Resources Consulted

[1] https://www.marketwatch.com/story/etrade-agrees-to-acquire-optionshouse-parent-for-725-million-2016-07-25

[2] https://www.barrons.com/articles/e-trade-optionshouse-merge-platforms-1504325466

DISCLAIMER: Athena.Trade Presents Weekly Series offers educational presentations to discuss relevant companies, industry experts, and other tangential professionals within the Fintech vertical, including but not limited to Blockchain, digital assets, and other emerging technologies. This does not represent any financial, investment, or legal advice. We are a community our member logos are visible on the graphic below. All information provided herein is footnoted properly below. If you have any questions on the validity of any source, please message Jenny Balliet, Director of Presentations at Athena.Trade.

OpenFinance Presentation

On January 9, 2019, we had the pleasure of Thomas McInerney, Chief Product Officer, at OpenFinance (OFN) present to our members. We sincerely thank Thomas for a delightful presentation and offer the following links in the event that you were unable to attend.

About OpenFinance: OpenFinance has served as a leader in Security Token innovation. Recently, OFN has launched their premier platform and cultivated a network of partners that are among the leaders within the Blockchain and cryptocurrency space. OFN has achieved the coveted status of, “first to launch, live, regulated security token trading platform in the United States…” through strategic partners such as, “Huobi, the third largest cryptocurrency exchange in the world, as well as Securitize, Atomic Capital, Harbor, Polymath, Securrency, and TokenSoft,” one thing is clear, great things are afoot in 2019! [1] A platform for both accredited and non-accredited investors alike, spanning within the US and throughout the globe, OpenFinance creates a perfect conduit for everyone to invest based on their coordinating qualifications. OFN’s highly experienced team of authorities in finance law, coupled with carefully curated advisors such as Anthony Pompliano (Morgan Creek Digital Assets, Facebook) and Tor Bair (Enigma MPC, Snap) have provided the perfect match to build this dynamic and fully compliant interface to meet the needs of the emerging regulations surrounding tokenization. [2]   Continue reading here

A special thank you to Stacey Mankoff! I greatly enjoyed our conversation.  If you enjoyed this and would like to see the Periscope follow @LulaEducate of Twitter or Periscope. If you prefer a video, see here: https://www.youtube.com/watch?v=7CcCaHEnKLs

Ms. Mankoff is in her 11th year of her series After the Bell, which offers a high touch networking environment for those looking to connect with Fintech professionals.  Ms. Mankoff shares her experiences and discusses what motivated her to continue producing these high caliber events. Athena.Trade will host After the Bell on June 24, 2020.  

You can register for the event here: https://www.eventbrite.com/e/after-the-bell-tokenization-institutionalization-securitization-of-blockchain-tickets-73466059963

Use: ATHENA  To read our Medium Series go here https://medium.com/series/athena-trade-events-e68308535933

5:45 pm : Registration

6:15 pm Panel Opens

Tokenization, Institutionalization & Securitization of Blockchain

Regulatory Uncertainty, Crypto Investment & the Current Blockchain Landscape

Evening Panel Discussion addressing issues including:

*DeFi - decentralizing finance and its impact

*Overcoming doubt: Challenges facing cryptocurrency exchanges including securing payments & custody issues

*What are the advantages to tokenization of assets & securitization of blockchain’s distributed ledger

*Impact & risk of cryptofinancial products

*Regulatory uncertainty: Formulating & establishing standards*Assessing the landscape of investment in blockchain – US vs. globally

Discussion is immediately followed by a networking reception.

Panelists:

Deji Jimoh, Chief Technology Officer – Co-Founder, WealthBlock.AI

Eric Gravengaard, CEO, Athena Bitcoin & CIO, Red Leaf Advisors

Peter Arethas, Venture Capital – Blockchain/FinTech Team, VU Venture Partners

Tony Pettipiece, Chairman of the Board; FinTech & Investment Advisor, GRIP Investments

Zach Ziliak, Managing Partner, Ziliak Law, LLC & Independent Fund Director, Bell Rock Corporate Services, Ltd.

Facilitator: Stacey Mankoff, Managing Principal, The Mankoff Company & Founder, After the Bell Events

7:15: Networking Reception

After the Bell Events are not recorded or streamed – to get the most out of these discussions, be there!

Event Sponsor: Athena Bitcoin