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
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 experimentation toward real-world distribution, adoption and scale. This roundtable brings together the firms building, distributing, investing in and enabling the next generation of tokenized investment products.
Attendees will have the opportunity to:
▫️ Hear directly from leading tokenized fund issuers about lessons learned and what comes next
▫️ Explore new distribution models, from traditional financial channels to DeFi
▫️ Understand the evolving U.S. and European regulatory landscape
▫️ Examine pathways to retail adoption and institutional use cases for tokenized funds
▫️ Discover new tokenized products and business models entering the market
▫️ Build relationships with the firms shaping the tokenized fund ecosystem
Featured Speakers
Hear from leaders representing the institutions, technologies, and policy perspectives shaping tokenized markets.
Kaitlin Asrow
Acting Superintendent
New York State Department of Financial Services
Salman Banaei
General Counsel
Plume
Marlee Burr
Executive Director, Senior Blockchain Product Head
J.P. Morgan Asset Management
Will Peck
Head of Digital Assets
WisdomTree
Paul Przybylski
Global Head of Product, Digital & Tokenized Assets
J.P. Morgan Asset Management
Alex Zozos
General Counsel
Superstate
Program at a Glance
Agenda, speakers and session times are subject to change.
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Registration, breakfast and networking.
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Speakers:
Chris Hayes, Executive Director, CTM
Todd Zerega, Partner, Morgan Lewis & Bockius LLP
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Speakers:
Patrik Björklund, Innovation Strategist, Janus Henderson Investors
Will Peck, Head of Digital Assets, WisdomTree
Paul Przybylski, Global Head of Product, Digital & Tokenized Assets, J.P. Morgan Asset Management
Moderator:
Todd Zerega, Partner, Morgan Lewis & Bockius, LLP
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Speakers:
Scott Keto, President & CEO, Coinlist
Salman Banaei, General Counsel, Plume
Larry Florio, Deputy General Counsel, Ethena Labs
Laura Astrada, Deputy General Counsel, Head of U.S. Legal and Head of Regulatory Affairs, Moonpay
Moderator:
John Whelan, Head of Strategy, Digital Assets, WisdomTree
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Speaker:
Coming soon!
Interviewer:
TBD
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Speakers:
Chris Cafiero, Global Head of Asset and Wealth Management, Regulatory Affairs, JP Morgan Asset Management
Ryan Louvar, Chief Legal Officer & Head of Business & Legal Affairs, WisdomTree
Eric May, Senior Director, U.S. Government Affairs, Franklin Templeton
Nathan Fox, Director, Head of Public Affairs, Janus Henderson Investors
Moderator:
Mark Foster, European Policy Adviser, CTM
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Attendees will divide into two concurrent working sessions:
Roundtable A: Paths to Retail Adoption of Tokenized Funds
A discussion of wealth-management channels, broker-dealers, retail intermediaries, and secondary-market liquidity.
Moderators:
John Whelan, Head of Strategy, Digital Assets, WisdomTree
Roundtable B: Institutional Use Cases for Tokenized Funds
A discussion of stablecoin providers, institutional investors, prime brokers and custodians.
Moderators:
Marlee Burr, Executive Director, Senior Blockchain Product Head, Digital Assets, JP Morgan Asset Management
Colin Cunningham, Head of Tokenization and Alliances, Chainlink
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Moderator:
Ryan Louvar, Chief Legal Officer & Head of Business & Legal Affairs, WisdomTree
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Speakers:
Alex Zozos, General Counsel, Superstate
Peter Ryan, Managing Director, Head of Digital Assets and International Policy, SIFMA
Erin Koen, Head of Governance, Uniswap Labs (Invited)
Moderator:
James Doench, Partner, Morgan Lewis & Bockius LLP
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Speaker:
Kaitlin Asrow, Acting Superintendent, New York State Department of Financial Services (DFS)
Moderator:
Nikos Andrikogiannopoulos, Founder & CEO, Metrika
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Invite-only dinner for members of CTM.
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
$359 Registration Fee
Speakers and representatives of CTM member companies attend at no cost.
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.
About the Coalition for Tokenized Markets
Our Founding Members Include
