CBL Roundtable on Financial Policy & Regulation

The CBL Roundtable is an invite-only program that seeks to assemble diverse perspectives from academics, regulators, operators, practitioners, and investors to expressly identify friction points and, more importantly, pragmatic solutions for everyone involved in the ecosystem.

The goal of the CBL Roundtable is to promote dialogue and thought-leadership around the evolving regulatory frameworks for new financial products and services.

The next CBL Roundtable will take place at UC Law SF on Thursday September 26, 2024

AGENDA:

Keynote Speaker: Clothilde Hewlett, Commissioner of the California Department of Financial Protection & Innovation (DFPI)

  1. How to prudentially advance BaaS: a Synapse discussion
    • Professor Abe Cable, UC Law SF (moderator)
    • Michele Alt, Co-Founder & Managing Director, Klaros Group
    • Avy Mallik, General Counsel for the DFPI
    • Gerald Tsai, Head of Global Commercial Legal, Stripe
  2. California’s New Digital Financial Assets Law (“DFAL”)
    • Flavia Naves, Co-Director, CBL Roundtable; Comm’r Wyoming Stable Token Commission
    • Brynly Lyr, Assistant Chief Counsel, California DFPI
    • Eric Sibbitt, Partner, Paul Hastings
    • Christine Parker, Deputy General Counsel, Circle
  3. AI Compliance in Financial Services
    • Evan Epstein, Executive Director CBL and Adjunct Professor, UC Law SF (moderator)
    • Alexandra Barrage, Partner, Troutman Pepper
    • Hanna Steinbach, General Counsel, Harness
    • Edgar Gil, Partner, BridgeCounsel Strategies LLC

Final Agenda CBL Roundtable on Financial Policy and Regulation Fall 2024

Program SPONSORS:

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Past Programs:

  • 4th CBL Roundtable on Financial Policy & Regulation. Oct 12th, 2023

KEY TOPICS:

Keynote Speaker: Luke Reidenbach, Chief Consultant for the Assembly Committee on Banking and Finance, Assemblymember Timothy Grayson

  1. The Evolving Litigation Landscape for Digital Assets
    • Candace Kelly, Chief Legal Officer, Stellar Development Foundation
    • Deborah McCrimmon, VP, Deputy GC, Litigation & Employment, Ripple
    • Samantha Lawson, Associate GC Litigation, Coinbase
    • Eric Sibbitt, Partner, Paul Hastings
  2. The Future of Stablecoins in the U.S.
    • Evan Epstein, Executive Director CBL and Adjunct Professor, UC Law SF
    • Flavia Naves, Co-Director, CBL Roundtable; Comm’r Wyoming Stable Token Commission
    • Avy Malik, General Counsel, California DFPI
    • Kayvan Sadeghi, Partner, Jenner & Block
  3. The Role of Liquidity Management in Financial Services
    • John Crawford, Professor, UC Law SF
    • Dan Siciliano, Vice-Chair FHLB of San Francisco
    • Gordon Y. Liao, Chief Economist, Circle
    • Manny Alvarez, Founder, BridgeCounsel Strategies; Former Comm’r DFPI

Program SPONSORS:

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  • 3rd CBL Roundtable on Financial Policy & Regulation. May 24th, 2023

KEY TOPICS:

Keynote Speaker: Kristin Smith, CEO Blockchain Association.

  1. The CSBS Model Money Transmission Modernization Act
    • Flavia Naves, Co-Director, CBL Roundtable; General Counsel, Circle.
    • Raj Aji, Chief Legal and Compliance Officer, Bill.com
    • Adam Fleisher, Special Counsel, Cooley
  2. Digital Assets Regulation
    • Abe Cable, Professor UC Law SF and Faculty Director, CBL.
    • Jeanette Quick, Deputy Commissioner of Investor Protection, California DFPI
    • Mandeep Walia, Chief Compliance and Risk Officer, Circle
    • Katherine Kirkpatrick, CLO, Cboe Digital
  3. Special Topics in Digital Assets: Bankruptcy, Partnerships, and Enforcement.
    • Evan Epstein, Executive Director CBL and Adjunct Professor, UC Law SF
    • Quincy Vien, Counsel, Enforcement Division California DFPI
    • Chris Daniel, Partner, Paul Hastings
    • Joshua Rivera, GC Blockchain Capital

Program SPONSORS

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  • 2nd CBL Roundtable on Financial Policy & Regulation. May 10-11, 2022.

KEY TOPICS

  1. Keynote by Commissioner Clothilde Hewlett, California Department of Financial Protection & Innovation (DFPI)
  2. Public Banking and CRA Regime for Money Transmitters.
    1. Manuel Alvarez Director, CBL Roundtable
    2. Kevin Stein, Chief of Legal & Strategy, California Reinvestment Coalition
    3. Kevin Gould, EVP Director Government Relations, California Bankers Association
  3. The Role of the State of California in Regulating Crypto.
    1. Candace Kelly, General Counsel, Stellar Development Foundation
    2. Edgar Gill, Senior Deputy Commissioner, DFPI
    3. Anthony Alexis, Partner, Goodwin Procter
  4. Diversity in the Boardroom Post SB-826 and AB-979.
    1. Evan Epstein, Executive Director CBL and Adjunct Professor of Law, UC Law SF
    2. Ahmad Thomas, CEO, Silicon Leadership Valley Group
    3. Anne Sheehan, Former Director of Corporate Governance at CalSTRS. Director of Victoria’s Secret & Co, and Senior Advisor at PJT Camberview.
  5. Keynote by Senator Monique Limón, Chair of the California Senate Banking and Financial Institutions Committee.

Program SPONSORS:

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  • The first CBL Roundtable was held at UC Law SF on November 12th, 2021.

KEY TOPICS

  1. Keynote by Max Levchin, Founder & CEO of Affirm, Inc.
  2. The Fate of Cryptocurrency
  3. The Role of Technology in Closing the Wealth Gap
  4. Incumbent Innovation

Program SPONSORS:

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Check out this Q&A with Manny Alvarez about the origin of the CBL Roundtable.

If you want to learn more about the program, please contact:

Evan Epstein, Executive Director of UC Center for Business Law SF and Adjunct Professor, UC Law SF.

Flavia Naves, Co-Director of the CBL Roundtable for Financial Policy & Regulation

Leslie Hernandez, Faculty Support (for questions on logistics): hernandezleslie@uclawsf.edu