1:15 PM ET Monday, April 4, 2016 (6 hours)
XBRL US Meeting hosted by Baruch College || Newman Conference Center || Download Presentations as PDF

Baruch CollegeCFAinstitute

This half-day forum on smart contracts, blockchain and data standards was sponsored by CFA Institute, the Robert Zicklin Center for Corporate Integrity at Baruch College, and XBRL US, and was held in New York City. Attendees learned about the fundamentals of blockchain and smart contracts; discovered alternative uses for the technology; watched demonstrations utilizing the technology; and gained insight into the market for blockchain companies. Downloads of the presentations can be viewed below.

Download a PDF of presentations from this event

Selected presentations:

Preliminary Agenda || Program details
1:00 – 1:15 PM Registration Check-in
1:15 – 1:25 PM Opening Remarks – Campbell Pryde, President and CEO, XBRL US; John Turner, CEO, XBRL International
1:25 – 2:15 PM Blockchain/Smart Contract 101

Get the basics on how the blockchain and smart contracts work in this comprehensive session designed to educate on the fundamentals of the new technologies that are changing how financial markets operate.


  • Christian Lundkvist, Cryptofinancial Engineer / Decentralization Generalist, Consensys
  • Jeff Ward, DAPP / UI Developer, Consensys
  • Mike Goldin, Software Developer
2:15 – 3:15 PM The Landscape for Blockchain Technology

There are numerous blockchain initiatives in the market today, some public, some private. This panel session will cover how alternative blockchains interact. What issues are raised by multiple blockchains? How might this shake out in the future? What is the impact on regulators?


  • Joseph Lubin, Founder, Consensys
  • Philip Moyer, Senior VP and Managing Director, Technology, Safeguard Scientifics
  • Campbell Pryde, CEO, XBRL US
3:15 – 3:25 PM Blockchain Financing

Learn about the funding market for blockchain among private equity and venture capitalists. What’s the appetite? What are the concerns and expectations for the growth of the industry?

Speaker: Philip Moyer, Safeguard Scientifics

3:25 – 4:30 PM Blockchain Demonstrations

Learn from participants in the blockchain industry.

Opening remarks: James Allen, CFA, Head of Capital Markets Policy for CFA Institute

Nasdaq Linq for Private Securities Issuance: Learn how the Nasdaq Linq blockchain ledger technology can be used to complete and record a private securities transaction. Hear Nasdaq’s view on how blockchain technology changes the financial markets eco-system.

Speaker: Alex Zinder, Senior Director, Corporate Solutions Technology, Nasdaq

ItBit Bankchain for Gold & Corporate Actions:

Through its permissioned Bankchain, itBit is working with leading financial dealers, banks and market infrastructures on innovative post-trade settlement services. This demonstration will first discuss how itBit, a regulated trust company with both capital markets expertise and distributed ledger technology, is introducing efficient and secure delivery-versus-payment settlement to the spot gold market in the UK and US, then cover Bankchain’s use cases for securities, noting the related value of XBRL-tagged corporate actions.

Speaker: Steve Wager, EVP, Operations and Development, ItBit

Ethereum Total Return Swap (eTRS): eTRS serves as a proof of concept to learn about blockchain technology and highlight the blockchain benefits of workflow improvement, risk reduction and settlement cost savings.

Speaker: James Slazas, CFO, Consensys

4:30-4:45 PM Blockchain Industry Panel Discussion

Moderated by James Allen, CFA Institute

4:45-5:35 PM Smart Contracts and Data Standards

Panel discussion will address the proposed infrastructure for smart contracts. Learn how data standards can facilitate the provisioning of smart contracts.


  • Jeff Billingham, VP, Markit
  • Vineeth Bhuvanagiri, Bankchain Associate, itBit
  • Campbell Pryde, XBRL US
5:35 – 6:35 PM Networking Reception