Monetarium 2 agenda text

4:00 p.m. · InterContinental The Wharf · Check In. 801 Wharf St SW, Washington, DC 20024.

6:00–9:00 p.m. · Whitlow’s at the Wharf · Informal Welcome Dinner and Drinks. 949 Wharf St SW, Washington, DC 20024.

8:00–9:00 a.m. · Waterside · Breakfast.

9:00–9:30 a.m. · Waterside 1 · Welcome to Monetarium 2. Speaker: Nevin Freeman, President, Confusion Capital.

9:30–10:15 a.m. · Waterside 1 · Escaping the Debt Doom Loop and Dollar Crash. Speaker: Romina Boccia, Director of Budget and Entitlements Policy, Cato Institute.

10:15–10:30 a.m. · Potomac Hall · Break.

10:30–11:15 a.m. · Waterside 1 · What causes reserve currency transitions, and what does that mean for investors today? Speaker: Mark Dinner, CIO at ICW, previously co-led Ray Dalio’s investment research team and helped oversee the All Weather Portfolio at Bridgewater.

11:15 a.m.–12:00 p.m. · Waterside 1 · U.S. macroeconomic outlook and leading indicators to watch for the possible decline of the U.S. Dollar. Speaker: Quinn Thompson, CIO at Lekker Capital and host of the weekly macro podcast Forward Guidance.

12:00–12:15 p.m. · Potomac Hall · Break.

12:15–1:00 p.m. · Waterside 1 · The history of ETFs and lessons for DTFs. Speaker: Eric Balchunas, remote; Senior ETF Analyst for Bloomberg, author of The Institutional ETF Toolbox and The Bogle Effect, and co-host of Trillions and ETF IQ.

1:00–2:00 p.m. · Waterside · Lunch.

2:00–6:00 p.m. · Roundtables.

8:00–9:00 a.m. · Waterside · Breakfast.

9:00–10:00 a.m. · Waterside 1 · A technical and regulatory scaffolding for bringing tokenized securities into DeFi from The Digital Securities Initiative. Speakers: Andrew Worth and William Sanders, Research and Development Fellows, Confusion Capital.

10:00–10:15 a.m. · Potomac Hall · Break.

10:15–10:45 a.m. · Waterside 1 · Fireside Chat: A look inside the SEC’s Crypto Taskforce. Speakers: Michael Selig, Chief Counsel of the SEC Crypto Task Force; Nevin Freeman, President of Confusion Capital.

10:45–11:30 p.m. · Waterside 1 · Evaluating Reserve’s endgame plan: Gold, Bitcoin, or Asset-Backed Currency? Speaker: Larry White, Professor of Economics at George Mason University, author of Better Money: Gold, Fiat, or Bitcoin?

11:30–11:45 a.m. · Potomac Hall · Break.

11:45 a.m.–12:30 p.m. · Waterside 1 · TradFi lessons For DTFs. Speaker: Prof. Richard Evans, Donald McLean Wilkinson Research Professor and Senior Associate Dean for Research Services and IT Support at the UVA Darden School of Business.

12:30–1:00 p.m. · Waterside 1 · Building our way out of here. Speaker: Nevin Freeman, President, Confusion Capital.

1:00–2:00 p.m. · Waterside 1 · Lunch.

2:00–6:00 p.m. · Roundtables.

8:00–9:00 a.m. · Seaport · Breakfast.

9:00–9:30 a.m. · InterContinental The Wharf · Check Out. Checkout deadline: 11:00 a.m.

9:30 a.m.–12:00 p.m. · National Mall · Optional Group Walking of D.C. Monuments.