COALITION FOR TOKENIZED MARKETS PRESENTS

The 2026 Tokenized Fund Roundtable

Sponsored by Morgan, Lewis & Bockius LLP

Monday, November 2, 2026

Morgan Lewis Office, 101 Park Avenue, New York, NY

Moving Tokenized Funds From Innovation to Implementation

Request to Attend

The Next Chapter for Tokenized Funds

Tokenized fund issuance is increasingly becoming a reality. The next challenge is distribution.

The 2026 Tokenized Fund Roundtable will bring together asset managers, financial institutions, policymakers, infrastructure providers and market participants to examine what is needed to move tokenized funds from experimentation to broader adoption.

Through focused panels, fireside conversations and working roundtables, participants will explore the practical, regulatory and market-structure questions shaping the next phase of tokenized finance.

Attendance is limited to support candid discussion and meaningful participation.

Why You Need to Be in the Room

The tokenized fund market is moving from proof of concept toward implementation—but significant questions remain around distribution, access, regulation and infrastructure.

This roundtable is designed for the institutions and individuals actively working through those questions.

Attendees will have the opportunity to:

▫️ Hear directly from firms issuing and distributing tokenized funds

▫️ Understand what institutional allocators and other potential buyers need from the market

▫️ Examine regulatory developments in Washington and Brussels

▫️ Discuss identity, customer verification and the Travel Rule

▫️ Explore retail and institutional pathways for tokenized fund distribution

▫️ Consider the role of DeFi and permissionless networks

▫️ Build relationships with the organizations shaping this emerging market

Request to Attend

Featured Speakers

Hear from leaders representing the institutions, technologies, and policy perspectives shaping tokenized markets.

Brian Daly

Director, Division of Investment Management
U.S. Securities and Exchange Commission

Kaitlin Asrow

Acting Superintendent
New York State Department of Financial Services

Will Peck

Head of Digital Assets
WisdomTree

Paul Przybylski

Global Head of Product, Digital & Tokenized Assets
J.P. Morgan Asset Management

Chris Cafiero

Global Head of Asset and Wealth Management Regulatory Affairs
JPMorganChase

Event Leadership and Moderators

Chris Hayes

Executive Director
Coalition for Tokenized Markets

Todd Zerega

Partner
Morgan, Lewis & Bockius LLP

Program at a Glance

Agenda, speakers and session times are subject to change.

  • Registration, breakfast and networking.

  • Welcome from the Coalition for Tokenized Markets and Morgan Lewis.

    Speakers: Chris Hayes, Executive Director, CTM, and Todd Zerega, Partner, Morgan, Lewis & Bockius LLP

  • Leaders from major asset managers will discuss lessons from launching and developing tokenized investment products.

    Speakers: Will Peck, WisdomTree; Paul Przybylski, J.P. Morgan Asset Management; Mike Muir, Franklin Templeton; and Greg Trinks, Janus Henderson Investors
    Moderator: Todd Zerega, Morgan Lewis

  • A discussion of how tokenized funds can reach investors through decentralized platforms, wealth-management channels and established financial intermediaries.

    Speakers: Salman Banaei, Plume; Katie Firth, Manulife John Hancock Investments; and Larry Florio, Ethena Labs
    Moderator: Mike Muir, Franklin Templeton

  • Lunch and networking.

  • A conversation about the regulatory environment for investment management and tokenized funds.

    Featured speaker: Brian Daly, Director, Division of Investment Management, U.S. Securities and Exchange Commission
    Interviewer: Chris Hayes, Executive Director, CTM

  • Senior policy and regulatory leaders from major asset managers will examine the developments shaping tokenized markets on both sides of the Atlantic.

    Speakers: Chris Cafiero, JPMorganChase; Ryan Louvar, WisdomTree; Dean Sackett, Franklin Templeton; and Nathan Fox, Janus Henderson Investors
    Moderator: Mark Foster, CTM Europe

  • Attendees will divide into two concurrent working sessions:

    Paths to Retail Adoption of Tokenized Funds
    A discussion of wealth-management channels, broker-dealers, retail intermediaries and secondary-market liquidity.
    Moderator: John Whelan, WisdomTree

    Institutional Use Cases for Tokenized Funds
    A discussion of stablecoin providers, institutional investors, prime brokers and custodians.
    Moderator: Marlee Burr, J.P. Morgan Asset Management

  • Roundtable leaders will share key findings, followed by a broader participant discussion.

    Moderator: Mark Foster, CTM Europe

  • A closing conversation exploring DeFi, tokenized assets and the evolving infrastructure connecting decentralized and traditional finance.

    Featured speaker: Sam MacPherson, Co-Founder, Spark

  • Continue the conversation with speakers and attendees during the closing reception.

Event Details

Monday, November 2, 2026

Date

Morgan Lewis Offices, 101 Park Avenue, New York, NY

Location

In-person panels, fireside conversations, working roundtables and networking

Format

$499

Registration fee

Request to Attend

About the Coalition for Tokenized Markets

The Coalition for Tokenized Markets brings together leading financial institutions to advance practical policy solutions for tokenized securities, funds and collateral.

CTM supports regulatory modernization, market-structure reform and cross-border coordination designed to enable responsible innovation and broader adoption of tokenized financial markets.

Learn more about CTM

Our Founding Members Include