Session Presenters
A Deep Dive on Digital Assets and Cryptocurrency
This session explains digital assets and what these mean to the banks in the audience – both in terms of opportunities and challenges.
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Director, Audit Services
RSM US LLP
Chair – Fintech & Regulation Practice
Nelson Mullins Riley & Scarborough LLP
Managing Director, Technology Investment Banking Group
D.A. Davidson & Co.
Banking & Fintech Editor
Bank Director
Director, Audit Services
RSM US LLP
Brandon Koeser is the audit services director at RSM US LLP. He is in the company’s cutting-edge Industry Eminence Program, positioning him to understand, forecast and communicate economic, business and technology trends shaping the industries RSM serves. Mr. Koeser advises clients on conditions influencing middle market leaders, with a focus on the financial services industry. In client service, Mr. Koeser has over 14 years of experience serving clients across the country. He provides industry-specific insights and thought leadership that allows clients to stay at the forefront of the changes within their industry, while also providing audit and risk advisory services, including financial statement audits, attestation engagement services, operational risk assessments and specialized compliance audits.
Chair – Fintech & Regulation Practice
Nelson Mullins Riley & Scarborough LLP
Richard Levin is chair of the fintech and regulation practice at Nelson Mullins Riley & Scarborough LLP. He was one of the first lawyers to focus on the regulation of blockchain and digital assets and is considered a thought leader in the fintech space. He has been identified by legal rankings publisher Chambers and Partners as one of the leading lawyers in the Blockchain and Cryptocurrencies category since the inception of the category. He has been recognized by Chambers for his knowledge on regulatory matters, for helping clients push the boundaries of the fintech sector and for his advice on matters such as broker-dealer licensing and alternative trading systems. A former general counsel and chief compliance officer of several Wall Street firms and two joint ventures of leading banks, Mr. Levin’s practice focuses on representation of early stage and publicly traded companies in the fintech industry.
Managing Director, Technology Investment Banking Group
D.A. Davidson & Co.
Adam Waite is managing director of the technology investment banking group at D.A Davidson & Co., where he focuses on serving clients in the broader financial technology sector and various sub-verticals, with an added emphasis on covering the rapidly evolving digital asset ecosystem. Mr. Waite has worked on transactions with deal value totaling in excess of $30 billion.
Prior to joining D.A. Davidson, Mr. Waite spent nearly 8 years at Piper Sandler and its predecessor firm, Sandler O’Neill, where he provided strategic advice to clients in the financial technology sector with a specific focus on market infrastructure and capital markets technology firms.
Banking & Fintech Editor
Bank Director
Kiah Lau Haslett is the Banking & Fintech Editor for Bank Director. Kiah is responsible for editing web content and works with other members of the editorial team to produce articles featured online and published in the magazine. Her areas of focus include bank accounting policy, operations, strategy, and trends in mergers and acquisitions.
This session explains digital assets and what these mean to the banks in the audience – both in terms of opportunities and challenges.