Storm-7 Consulting and OTC Partners Blockchain Technology Training Course 2018

BLOCKCHAIN TECHNOLOGY TRAINING COURSE

ABOUT BLOCKCHAIN TECHNOLOGY

Bitcoin. Ethereum. Hyperledger. With all the cryptocurrency buzzwords flying around, it is hard to get to the core of all of these technologies.

The essential piece that serves as the underlying mechanism of all these technologies is blockchain. Blockchain is a decentralized, trustless, distributed ledger technology that was popularised by the Bitcoin global cryptocurrency platform.

Blockchain technology carries a promise of great opportunity, efficiency, and fairness in business operations and governance for an entire struggling planet. Blockchain technology should be integrated broadly and uniformly across society and within as many existing institutions as possible.

Blockchain development should not be the exclusive domain of a single sector, such as banking. Nor should Blockchain development reflect priorities of highest Return on Investment (ROI) from Venture Capital (VC) start-ups.

Indeed, the primary objective of Blockchain technology must be to reduce the cost of capital by decentralising risk, not necessarily money. Blockchain innovation can then be applied broadly, evenly, and intentionally across the economy. This makes sense because when building anything complex or important, one logical piece needs to go in front of the next logical piece regardless of its individual ROI, because collective ROI is the true basis of valuation.

“ONE OF THE MOST ACCESSIBLE, COMPREHENSIVE AND IN-DEPTH TRAINING COURSES COVERING BLOCKCHAIN TECHNOLOGIES AROUND TODAY.�

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TRAINING COURSE This in-house training course will cover the fundamentals of blockchain technology, including the three core layers of a blockchain and the three types of blockchains. It will allow attendees to comprehensively understand how new Blockchain technologies can bring real value to financial organisations. The course will also address important questions about Bitcoin such as: How does Bitcoin work? What makes Bitcoin different? How secure are your Bitcoins? How anonymous are Bitcoin users? What determines the price of Bitcoins? Can cryptocurrencies be regulated? What might the future hold for Blockchain, Bitcoin, and cryptocurrencies?

MODULE 3: Innovation in Capital Markets •Seeing beyond the hype: which problems can Distributed ledger applications realistically solve?

•What is driving investment in Distributed ledger within the banking and financial services sectors?

•How will ownership of and responsibility for Distributed ledger architectures develop?

•Disrupt or be disrupted? What could be the cost of not investing in Distributed ledger?

This course will provide comprehensive instruction on all the basic elements of Blockchain, Bitcoin and other cryptocurrencies and will provide attendees with the conceptual foundations needed to engineer secure software that interacts with the Bitcoin network. The course will also seek to allow attendees to integrate ideas from Bitcoin into any projects attendees may be developing. It is highly appropriate for technologists who are interested in the technology, as well as business owners who are looking to understand the technology on a much deeper level.

MODULE 1: Introduction to Distributed Ledger •Parallels between Distributed ledger and other disruptive technologies, as well as investment opportunities they can offer.

•A review of how Distributed ledger is different from the Internet and other disruptive technologies?

•How to build a Roadmap for Distributed ledger.

•Determining a best practice approach in developing the necessary supporting standards and protocols.

MODULE 2: Why Distributed Ledger Detractors are Missing the Point •The arguments for and against the development of Distributed ledger technologies.

•A review of the future of Distributed ledger in the banking and financial services sectors.

•How Distributed ledger can help to grow your firm’s margins.

•How to understand the operational requirements of financial institutions and how Distributed ledger can be applied to each firm’s individual case.

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MODULE 4: Distributed Ledgers in Financial Markets •A review of financial market problems, achieving consensus by reconciliation, and too much trust (slow transactions, costly duplication, opacity, and litigation).

•Achieving Variation and Initial Margin workflow on a Distributed Ledger.

•Smart Contracts: Robot Counterparties or Digital Referees?

•What impact on incumbents? No or new roles for Central Counterparties (CCPs) and Repositories?

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MODULE 5: Industry at the Forefront of Distributed Ledger Developments •Exploring the key strategic implications of the technology.

•A discussion on the future of Distributed ledger in financial services.

•Critically evaluating its potential impact.

•Scope and timeline of implementations.

MODULE 9: What are Regulators Thinking?

•Distributed ledger and regulatory frameworks.

•Innovators and investors should not have to seek government’s permission.

•Does Distributed ledger technology address increased operational complexities?

•What are the potential benefits of Distributed ledger architectures in regulatory reporting?

MODULE 6: Decentralisation and the Wider Impacts of Distributed Ledger Technologies •What are the drivers of decentralisation in the banking and financial services sectors?

•The threat of disintermediation: will clearing and settlement service become obsolete?

•Will Distributed ledger technologies accelerate the move to a cashless society?

•Four genuine Distributed ledger use cases: getting value from Distributed ledger.

MODULE 10: Will Distributed Ledger change the Established Business Models of Financial Institutions?

•What will be the next big milestone for Distributed ledger technology?

•Which use cases will prove to be scalable for large banks and financial institutions?

•How do timeframes for adoption vary across different areas of financial services?

•Which are key countries driving the use and development of Distributed ledger technologies?

MODULE 7: Distributed Ledger Implementation Strategies •What it Takes to “get it right” to implement Distributed ledger technology, and overcoming the challenges of Distributed ledger implementation.

•What organisations are best placed to fulfil a trust validation role?

•What challenges will the computational power demand bring and what are the realities of transferring existing databases into blocks?

•How limiting are legacy systems in Distributed ledger implementation?

MODULE 11: The Future of Distributed Ledger technology •Dfinity: The new best of blockchain technology?

•The Future of Crypto-Derivatives and trading alternatives.

•Case Study: Goldman Sachs Group Inc. and JPMorgan Chase & Co. collaborate with Blockchain for trading in the equity swaps market.

•Blockchain cyber attacks, heists, failures, and other horror stories.

MODULE 8: Distributed Ledger Regulations and Compliance: The Future of Global Financial Infrastructure •How will Distributed ledger solutions fit with the existing regulatory regime?

•What shifts in regulation should be proposed to facilitate adoption?

•How can collaboration with regulators be optimized?

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MODULE 12: The Right Model for the Securities Industry?

•Re-imagining the world’s most fundamental business properties.

•Open, develop and adopt.

•Distributed ledger must be open and also must be made ready for business.

•Developers to build Distributed ledger-based applications and adopting Distributed ledger incrementally.

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WHO IS THE COURSE SUITABLE FOR? Any of the following roles from Banks, Exchanges, Clearing Houses, Futures Commission Merchants, FinTech Firms, and Fund Managers: •Business Owners •Chief Executive Officers •Chief Technology Officers •Collateral Functions •Credit Risk Managers •Credit Trading Desks Members •FinTech Executives •Fixed Income Members •Interest Rate Risk Managers •Rates Members •Sales Executives •Sell Side Bank Executives •Technologists •Technology Officers

KEY BENEFITS

•Highly comprehensive training course materials (training manual, training materials, PowerPoint presentations, definitions booklet).

•Comprehensive and in-depth understanding of Blockchain technology, innovation in the capital markets, and strategic applications.

•Highly interactive sessions with the training course expert which can reflect the attendee’s business perspectives.

•Pre-course questionnaire to identify the attendee’s key course objectives.

•Post-course follow up to ensure all key course objectives have been met.

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TRAINING COURSE EXPERT

BOOKINGS AND ENQUIRIES Contact: Telephone: Email: Online:

Client Services UK + 44(0)20 7846 0076 client.services@storm-7.com www.storm-7.com

Sol Steinberg is an over-the-counter (otc) derivatives markets subject matter expert that specializes in risk management, regulation, market structure, collateral, valuation, financial technology systems, and commercialization efforts. Sol is the founding principal of his firm, OTC Partners. OTC Partners is a boutique value add firm based in New York that specialises in research, content, and business development. In 2014 OTC Partners developed numerous leading research reports on global capital markets and has help lead China’s OTC market evolution in Beijing, Shenzhen, Jinan, as well as LATAM, and Europe. Before starting OTC Partners Sol was a senior executive at the world’s leading clearing house LCH.Clearnet. Sol also spent nine years on the buy side at Citi, performing product development, risk management, and valuation for the OTC markets. Sol has a wide-ranging network of asset managers, analytic providers, execution venues, regulatory, and government contacts. He used his eco system to successfully commercialise analytics, data, and other non-commercialised intellectual property. He brought to market several initiatives, including institutional and commercial risk engines such as SMART tool, Risk Explorer, Global Market Risk System for Citi; the largest VAR engine in the world from 2004 to 2006, as well as developing CCP2– a derivative education and certification programme for leading consultancies. Sol also contributed to the OTC industry’s clearing and default management policies for the cleared OTC swap markets, as well as contributing to industry standard risk analytics in times of low market rates.

AWARDS AND HONOURS Waters Magazine’s Award “Best Risk Analytics Initiative 2012” Waters Magazine’s Award “Best Risk Analytics Initiative (Sell Side) 2013” FTF’s award for “Most cutting edge risk contribution 2013” for developing the SMART Risk Analytics Tool.

Global Nominee in 2012 for “Best Practices in Global Financial Risk Management” from the Professional Risk Managers International Association (PRMIA).

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