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Moderator: Alexander B. Kasdan, Senior Managing Director, DelMorgan & Co.
Panel:
• Ken Moyle, President, K6 Partners
• Brian T. Casey, Partner and Co-Chair of Regulatory & Transactional Insurance Practice Group, Locke
Lord LLP
• Jor Law, Partner, Homeier & Law, P.C.
• Jeffrey Ramson, Founder and Chief Executive Officer, PCG Advisory Group
© Copyright 2018 Expert Webcast – All Rights Reserved
THE BLOCKCHAIN REVOLUTION
March 1, 2018
1
Expert Webcast is a sophisticated source of expertise for the
professional and the business communities locally, nationally and
cross-border.
Producing the industry’s leading webcast panels covering corporate,
M&A, restructuring and finance topics, Expert Webcast features
foremost experts in law accounting and finance, and addresses timely
and relevant issues faced by general counsel, C-level executives,
boards of directors, business owners and their advisors, as well as
institutional investors.
We welcome you to join our upcoming video webcasts or visit our on-
demand library to access recorded programs: www.expertwebcast.com.
2
MODERATOR: Alexander B. Kasdan, Senior Managing Director,
DelMorgan & Co., brings more than twenty-five years of senior-level Wall
Street advice to middle market companies, entrepreneurs and institutional
investors. He has extensive experience in investment banking, corporate law
and restructuring at world’s leading firms, including Credit Suisse First Boston,
O’Sullivan Graev & Karabell LLP (now O'Melveny & Myers LLP), Battle
Fowler LLP (now Paul Hastings LLP) and Schlumberger Ltd., and as a
founding partner of Convergence Capital Partners. Alex has worked on more
than 100 domestic and cross-border transactions in North America, Europe and
Africa.
Alex is a Senior Advisor to Governance and Transactions LLC, an advisory firm
established in 2003 by Mr. James L. Gunderson, former Secretary and General
Counsel of Schlumberger Limited, to assist boards, management and owners
with corporate governance, compliance, structuring and strategic transactions.
Alex is a frequent moderator and an interviewer at Expert Webcast roundtable
discussions attracting business leaders and leading professionals from around
the world.
Alex graduated magna cum laude from Middlebury College with a B.A. degree
in Economics and Italian and was elected to Phi Beta Kappa during his junior
year. In addition, he holds a J.D. degree from Columbia University Law School
and has studied at the University of Florence in Italy.
100 Wilshire Blvd.
Suite 750
Santa Monica, CA 90401
+1 310 980 1718 mobile
+1 310 935 3826 office
ak@delmorganco.com
www.delmorganco.com
3
Panelist: Ken Moyle is President & Chief Legal Officer of
K6 Partners. He is a licensed attorney and expert in all facets
of digital transformation. Ken is a leading authority on the
practical, legal, and policy issues that accompany digital
transformation. He is a well-known subject matter expert,
speaker and author on digital transformation.
Ken's background includes chief counsel and vice president of
legal & corporate affairs at DocuSign, and board member and
chair of the public policy committee for the Electronic Signature
& Records Association (ESRA).
Ken is a graduate of the University of Washington School of
Law and is admitted to practice before the Supreme Court of the
United States.
4957 Lakemont Blvd SE
C4-352
Bellevue, WA 98006
Tel. 860.980.0056
kenmo@k6partners.com
www.k6partners.com
4
Panelist: Brian T. Casey is a Partner in the Atlanta office of
Locke Lord LLP.
As Co-Leader of Locke Lord's Regulatory and Transactional
Insurance Practice Group, and a member of the Firm's Corporate,
Capital Markets and Health Care Practice Groups, Brian focuses
on corporate, merger and acquisition, corporate and structured
finance and other transactional, and regulatory matters for
corporate clients in the insurance, financial services and health
care industries. His clients include insurance companies,
insurance holding companies, managing general agents and
insurance agencies, third party and claims administrators, banks
and other financial institutions, investment banks and
reinsurance companies.
Brian holds an LL.M. in Taxation from Emory University School
of Law, a J.D. from The Ohio State University Moritz College of
Law, and a B.A./B.S. in Accounting, summa cum laude
From Auburn University.
Terminus 200
3333 Piedmont Road, NE
Suite 1200
Atlanta, Georgia 30305
404.870.4638 Direct Phone
bcasey@lockelord.com
www.lockelord.com
5
Panelist: Jor Law practices corporate and business transactional law in Los
Angeles and is a founding shareholder of Homeier & Law, P.C.
Jor has represented a broad variety of clients, both domestically and internationally,
from Fortune 100 companies to startup businesses and entrepreneurs in a wide range
of industries, including financial services, cleantech, entertainment, aviation, food and
beverage, hospitality, manufacturing, retail, real estate, and technology. In addition to
counseling companies with structuring, formation, and ongoing corporate
issues, Jor’s practice includes finance, secured and unsecured lending, mergers and
acquisitions, licensing, securities, angel and venture capital financing, internet and
new media, technology, e-commerce, and other corporate transactions. Jor is
particularly well-known for his unparalleled expertise in alternative finance, including
EB-5 finance and crowdfunding, both industries where he is recognized as one of the
foremost and influential authorities in the world.
Prior to co-founding of Homeier & Law, P.C., Jor practiced with Paul, Hastings,
Janofsky, & Walker LLP in Los Angeles and with Sherman & Sterling, LLP and
Richards Spears Kibbe & Orbe, LLP, in New York..
Jor received his J.D. from Columbia University and his B.A. from The University of
California, Berkeley.
Jor is a member of the State Bar of California and the State Bar of New York. He is a
regular presenter and guest lecturer at universities, bar association, and industry
events.
13400 Riverside Drive
Suite 120
Sherman Oaks, CA Los
Angeles CA 90067
818-450-1552
jor@homeierlaw.com
www.homeierlaw.com
6
Panelist: Jeff Ramson is the Chief Executive Officer of PCG Advisory
Group which he founded in 2008. He is well regarded as a business
entrepreneur and innovator, with a proven track record of more than 25 years’
experience on Wall Street, raising capital and providing strategic guidance for
emerging public and private companies in various stages of development.
Uniquely, Jeff was a pioneer in the intelligent use of social media to advance
investor relations’ goals. SEC guidelines on the appropriate use of social media
were only recently issued, years after PCG’s introduction of strategies and
tactics for its clients to successfully utilize social media tools to increase
awareness among key stakeholders.
PCG is geared toward helping investors identify value where it is not most
obvious by facilitating a dynamic flow of information between its clients and the
financial community. PCG is structured as a holding company for a network of
resources dedicated to the discovery and creation of value in the small and
micro-cap market, an organic synergy between the entrepreneurial spirit that
Jeff’s career has embodied and the entrepreneurial nature of the many small and
micro-cap companies PCG works with.
Jeff began his career as a Certified Public Accountant at Price Waterhouse. He
then held positions of increasing responsibility at First Boston, Crédit Lyonnais,
Bank of Nova Scotia, Barclays and Moore Capital, before founding a full-
service broker/dealer. Jeff holds a BS degree in Accounting from George
Washington University, Washington, D.C.
535 Fifth Avenue
24th Floor
New York, NY 10017
(646) 863-6893
jramson@pcgadvisory.com
www.pcgadvisory.com
7
MAJOR TOPICS
• Blockchain and DLT explained
• Legal framework around blockchain applications
• Applications of blockchain in various industries
• Initial coin offerings (ICOs)
• ICOs compared to traditional equity
• Overview of securities law and regulatory environment
• Transaction and investment opportunities

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03.01.2018 The Blockchain Revolution

  • 1. Moderator: Alexander B. Kasdan, Senior Managing Director, DelMorgan & Co. Panel: • Ken Moyle, President, K6 Partners • Brian T. Casey, Partner and Co-Chair of Regulatory & Transactional Insurance Practice Group, Locke Lord LLP • Jor Law, Partner, Homeier & Law, P.C. • Jeffrey Ramson, Founder and Chief Executive Officer, PCG Advisory Group © Copyright 2018 Expert Webcast – All Rights Reserved THE BLOCKCHAIN REVOLUTION March 1, 2018
  • 2. 1 Expert Webcast is a sophisticated source of expertise for the professional and the business communities locally, nationally and cross-border. Producing the industry’s leading webcast panels covering corporate, M&A, restructuring and finance topics, Expert Webcast features foremost experts in law accounting and finance, and addresses timely and relevant issues faced by general counsel, C-level executives, boards of directors, business owners and their advisors, as well as institutional investors. We welcome you to join our upcoming video webcasts or visit our on- demand library to access recorded programs: www.expertwebcast.com.
  • 3. 2 MODERATOR: Alexander B. Kasdan, Senior Managing Director, DelMorgan & Co., brings more than twenty-five years of senior-level Wall Street advice to middle market companies, entrepreneurs and institutional investors. He has extensive experience in investment banking, corporate law and restructuring at world’s leading firms, including Credit Suisse First Boston, O’Sullivan Graev & Karabell LLP (now O'Melveny & Myers LLP), Battle Fowler LLP (now Paul Hastings LLP) and Schlumberger Ltd., and as a founding partner of Convergence Capital Partners. Alex has worked on more than 100 domestic and cross-border transactions in North America, Europe and Africa. Alex is a Senior Advisor to Governance and Transactions LLC, an advisory firm established in 2003 by Mr. James L. Gunderson, former Secretary and General Counsel of Schlumberger Limited, to assist boards, management and owners with corporate governance, compliance, structuring and strategic transactions. Alex is a frequent moderator and an interviewer at Expert Webcast roundtable discussions attracting business leaders and leading professionals from around the world. Alex graduated magna cum laude from Middlebury College with a B.A. degree in Economics and Italian and was elected to Phi Beta Kappa during his junior year. In addition, he holds a J.D. degree from Columbia University Law School and has studied at the University of Florence in Italy. 100 Wilshire Blvd. Suite 750 Santa Monica, CA 90401 +1 310 980 1718 mobile +1 310 935 3826 office ak@delmorganco.com www.delmorganco.com
  • 4. 3 Panelist: Ken Moyle is President & Chief Legal Officer of K6 Partners. He is a licensed attorney and expert in all facets of digital transformation. Ken is a leading authority on the practical, legal, and policy issues that accompany digital transformation. He is a well-known subject matter expert, speaker and author on digital transformation. Ken's background includes chief counsel and vice president of legal & corporate affairs at DocuSign, and board member and chair of the public policy committee for the Electronic Signature & Records Association (ESRA). Ken is a graduate of the University of Washington School of Law and is admitted to practice before the Supreme Court of the United States. 4957 Lakemont Blvd SE C4-352 Bellevue, WA 98006 Tel. 860.980.0056 kenmo@k6partners.com www.k6partners.com
  • 5. 4 Panelist: Brian T. Casey is a Partner in the Atlanta office of Locke Lord LLP. As Co-Leader of Locke Lord's Regulatory and Transactional Insurance Practice Group, and a member of the Firm's Corporate, Capital Markets and Health Care Practice Groups, Brian focuses on corporate, merger and acquisition, corporate and structured finance and other transactional, and regulatory matters for corporate clients in the insurance, financial services and health care industries. His clients include insurance companies, insurance holding companies, managing general agents and insurance agencies, third party and claims administrators, banks and other financial institutions, investment banks and reinsurance companies. Brian holds an LL.M. in Taxation from Emory University School of Law, a J.D. from The Ohio State University Moritz College of Law, and a B.A./B.S. in Accounting, summa cum laude From Auburn University. Terminus 200 3333 Piedmont Road, NE Suite 1200 Atlanta, Georgia 30305 404.870.4638 Direct Phone bcasey@lockelord.com www.lockelord.com
  • 6. 5 Panelist: Jor Law practices corporate and business transactional law in Los Angeles and is a founding shareholder of Homeier & Law, P.C. Jor has represented a broad variety of clients, both domestically and internationally, from Fortune 100 companies to startup businesses and entrepreneurs in a wide range of industries, including financial services, cleantech, entertainment, aviation, food and beverage, hospitality, manufacturing, retail, real estate, and technology. In addition to counseling companies with structuring, formation, and ongoing corporate issues, Jor’s practice includes finance, secured and unsecured lending, mergers and acquisitions, licensing, securities, angel and venture capital financing, internet and new media, technology, e-commerce, and other corporate transactions. Jor is particularly well-known for his unparalleled expertise in alternative finance, including EB-5 finance and crowdfunding, both industries where he is recognized as one of the foremost and influential authorities in the world. Prior to co-founding of Homeier & Law, P.C., Jor practiced with Paul, Hastings, Janofsky, & Walker LLP in Los Angeles and with Sherman & Sterling, LLP and Richards Spears Kibbe & Orbe, LLP, in New York.. Jor received his J.D. from Columbia University and his B.A. from The University of California, Berkeley. Jor is a member of the State Bar of California and the State Bar of New York. He is a regular presenter and guest lecturer at universities, bar association, and industry events. 13400 Riverside Drive Suite 120 Sherman Oaks, CA Los Angeles CA 90067 818-450-1552 jor@homeierlaw.com www.homeierlaw.com
  • 7. 6 Panelist: Jeff Ramson is the Chief Executive Officer of PCG Advisory Group which he founded in 2008. He is well regarded as a business entrepreneur and innovator, with a proven track record of more than 25 years’ experience on Wall Street, raising capital and providing strategic guidance for emerging public and private companies in various stages of development. Uniquely, Jeff was a pioneer in the intelligent use of social media to advance investor relations’ goals. SEC guidelines on the appropriate use of social media were only recently issued, years after PCG’s introduction of strategies and tactics for its clients to successfully utilize social media tools to increase awareness among key stakeholders. PCG is geared toward helping investors identify value where it is not most obvious by facilitating a dynamic flow of information between its clients and the financial community. PCG is structured as a holding company for a network of resources dedicated to the discovery and creation of value in the small and micro-cap market, an organic synergy between the entrepreneurial spirit that Jeff’s career has embodied and the entrepreneurial nature of the many small and micro-cap companies PCG works with. Jeff began his career as a Certified Public Accountant at Price Waterhouse. He then held positions of increasing responsibility at First Boston, Crédit Lyonnais, Bank of Nova Scotia, Barclays and Moore Capital, before founding a full- service broker/dealer. Jeff holds a BS degree in Accounting from George Washington University, Washington, D.C. 535 Fifth Avenue 24th Floor New York, NY 10017 (646) 863-6893 jramson@pcgadvisory.com www.pcgadvisory.com
  • 8. 7 MAJOR TOPICS • Blockchain and DLT explained • Legal framework around blockchain applications • Applications of blockchain in various industries • Initial coin offerings (ICOs) • ICOs compared to traditional equity • Overview of securities law and regulatory environment • Transaction and investment opportunities