For the Exchange-Traded Derivatives and Crypto Industries:

  • Expert Witness (exclusively with SEDA Experts LLC)
  • High-level Business Advisory
  • Board Directorship / Advisory Committee Membership
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Gary DeWaal

Biography

Gary DeWaal was a widely renowned lawyer that practiced full-time in the financial services industry from 1982 through 2024, specializing in the law and regulation related to securities, derivatives, digital assets, and new technologies (e.g., artificial intelligence and quantum computing). He retired from the full-time practice of law as of August 31, 2024.

Until his retirement, Gary was Senior Counsel with Katten Muchin Rosenman LLP from 2014 – 2024 where for many years he served as Chair of the firm’s Financial Markets and Regulatory practice group. There he principally advised clients on derivatives, securities, and crypto issues, as well as on developing issues involving the advent of artificial intelligence, quantum computing and other new technologies. Gary founded Katten’s digital assets’ practice in 2014.

Earlier, from 2013 – 2014, Gary was the Chief Executive Officer (CEO) of his own consulting firm, Gary DeWaal & Associates LLC, and from 1986 – 2013, he was employed first by Brody White & Company Inc. (BWC), and then by Fimat (later renamed Newedge), after Fimat purchased the assets of Brody White in 1995; for many years, Fimat – which was a subsidiary of the French bank Societe Generale - - was one of the world’s largest (if not the largest) clearing brokers of exchange- traded derivatives. During his tenure at Fimat, Gary primarily served as Senior Managing Director and Global Group General Counsel, and as a member of the Group’s Global Executive Committee. As Group General Counsel he oversaw the Group’s worldwide legal, compliance and anti-money laundering functions, among other responsibilities. While at Fimat, Gary held Series 24, 7 and 3 licenses. Gary’s last position at BWC was CEO.

Earlier, from 1982 – 1986, Gary was employed by the Commodity Futures Trading Commission (CFTC) in its Division of Enforcement; his last position there was Senior Trial Attorney. From 1980 – 1982, Gary was an associate with Mudge Rose Guthrie & Alexander.

Gary has JD and MBA degrees from the State University of New York (SUNY) at Buffalo (1980) and a BA, majoring in English and economics, from SUNY Stony Brook (1976). AT SUNY Stony Brook, he graduated with high honors, as a member of Phi Beta Kappa and Omicron Delta Epsilon, and as a co-recipient of the university’s Junior Class and Sullivan awards, as the outstanding junior and senior, respectively, based on service and academic achievement.

During his career, Gary was a frequent speaker at public events and at governments’ and self-regulatory organizations’ training sessions – both in the United States and abroad – and an author of multiple articles on diverse topics involving financial services. Gary was also extensively interviewed and/or quoted by leading media for his thoughts on the latest developments in financial services.

Additionally, for many years he was the sole author of “Bridging the Week,” a widely read weekly newsletter (and VLOG) containing a summary of important financial services industry legal and regulatory developments and Gary’s perspective.

Gary has received multiple awards and recognitions, including being inducted into the Futures Industry Association’s (FIA) Hall of Fame in 2023 and being named one of the top five general counsels in the world in 2010 by the International Law Office. Gary served as a member of the CFTC’s Technology Advisory Committee from at least 2010 to 2020 and was a member of FIA’s Law and Compliance Division’s Executive Committee for over a decade, serving two terms as its president, and two years as special adviser to FIA’s overall executive committee.

Gary led the Katten team that resulted in two Bitcoin derivatives trading platforms obtaining among the first registrations of their kind from the CFTC as derivatives clearing organizations and one of the platforms, also as a swap execution facility and later as a designated contract market. He also orchestrated enforcement/disciplinary action settlements with the CFTC and Securities and Exchange Commission, multiple states’ “Blue Sky” regulators, the National Futures Association, FINRA, CME Group, ICE Futures Canada, US and Europe, and other regulators and self-regulatory organizations worldwide. Gary’s final representation prior to full-time retirement was of ForecastEx, the first CFTC exchange and clearing house registrant ever to be approved for transactions involving two bids (not a bid and an ask) and clearing by settlement (not novation).

For most years from 1996 to 2006, Gary also taught derivatives regulation as an adjunct faculty member at Brooklyn Law School; subsequently, for many years, he presented an annual lecture and supervised student interns for SUNY Buffalo Schools of Law and Business’ New York City Program. Gary has also been a guest lecturer at multiple other law schools, including at Columbia University, Fordham University, New York Law School, New York University and Wake Forest University, as well other business schools including at Cambridge University, Columbia University, and the University of Pennsylvania.

He supported himself while in law and business schools by, among other means, serving as a stringer for The New York Times.

In retirement, Gary serves as a member of the Colorado Securities Board and the New York State Department of Financial Services (NY DFS) Virtual Currency Advisory Board. He is also a director of the Institute of Financial Markets (a nonprofit foundations that supports education programs involving financial services), a position he has held since 2013. He recently served as a moderator of a CFTC public roundtable on topical clearing issues and presented a lecture entitled “Change is Inevitable: Approaches to Regulating the Next New Technologies” to staff of the NY DFS and invited guests and served as a panelist for the Practising Law Institute on a panel entitle “Understanding Financial Products, Financial Products Fundamentals: Virtual Asset/Cryptocurrency Product Fundamentals.”

Gary is an avid hiker and iPhone photographer and has a passion for traveling, particularly to national parks. He enjoys reading books and publications regarding multiple disciplines and fiction.


Select Recognitions

  • Chambers FinTech
    • FinTech Legal: Blockchain & Cryptocurrencies, 2023-2024
  • Chambers Global
    • Capital Markets: Derivatives
      • USA, 2021–2024
    • Capital Markets: Derivatives: Mainly Regulatory
      • USA, 2022–2024
  • Chambers USA
    • Derivatives, 2020–2024
    • Derivatives: Mainly Regulatory, 2021–2024
  • Citywealth
    • Top 15 US Legal Crypto Practitioners, 2022
  • Futures Industry Association
    • Hall of Fame, 2023
  • International Law Office
    • Top Five General Counsel in the World, 2010
  • JD Supra Reader's Choice - Top Author
    • Compliance, 2019
    • Cybersecurity and Compliance, 2016
    • Finance & Banking, 2019
    • Securities, 2018−2020
  • National Law Journal
    • Cryptocurrency, Blockchain and Fintech Trailblazer, 2018
  • National Law Review
    • Go-To Thought Leader Award, 2018
  • The Legal 500 United States
    • Recommended Attorney, 2018–2023

News

  • Gary DeWaal Offers Clarity to Fortune on Why NFTs Are Not Securities (December 11, 2023)
  • Gary DeWaal Appointed to the Colorado Securities Board (July 31, 2023)
  • Gary DeWaal Quoted on Ripple Win and What's Next (July 27, 2023)
  • Gary DeWaal Analyzes for Bloomberg a Crypto Startup's First-Time FINRA Approval (May 24, 2023)
  • Gary DeWaal Shares Thoughts on Proposed New York State CRPTO Bill the New York Daily News (May 10, 2023)
  • Gary DeWaal Sheds Light on 'Investor Hope' With Decrypt (April 11, 2023)
  • Bloomberg Speaks with Gary DeWaal on NYSE Glitch Implications (February 3,2023)
  • Katten Financial Services Counsel Named to Industry Hall of Fame (February 2, 2023)
  • The Wall Street Journal Examines CFTC Strategy with Gary DeWaal (December 20, 2022)
  • Bloomberg Law Speaks with Gary DeWaal on Recent SEC Regulatory Enforcement Efforts (December 6, 2022)
  • CoinDesk Interviews Gary DeWaal on Crypto Sector's Access to Master Accounts Under New Federal Reserve Guidance (August 26, 2022)
  • Reuters Interviews Gary DeWaal on Industry Uncertainty Regarding When a Cryptoasset Is a Security (August 16, 2022)
  • Bloomberg Discusses Crypto-SPAC Deal Complications with Gary DeWaal (June 22, 2022)
  • Citywealth Names Daniel Davis, Gary DeWaal and Lance Zinman to Its 2022 Top 15 US Legal Crypto Practitioners (June 16, 2022)
  • Cboe Global Markets Company Closes Its Acquisition of Katten Client ErisX (May 4, 2022)
  • First Independent and Cloud-Native Swap Data Repository — KOR SDR — Obtains CFTC Registration with Assistance of Katten (April 11, 2022)
  • Can the Mayor of NYC Influence the Crypto Industry? Gary DeWaal Answers in Cointelegraph and Daily News Interviews (November 23, 2021)
  • Bloomberg Discusses Crypto Firm Lawsuit Strategy with Gary DeWaal (November 3, 2021)
  • Gary DeWaal Discusses New Bitcoin Futures Fund and What Investors Won't See Anytime Soon (October 27, 2021)
  • Gary DeWaal Discusses the New SEC GC With Law360 (October 4, 2021)
  • Reuters Interviews Gary DeWaal on Legal Issues Surrounding a Potential US Digital Dollar (May 5, 2021)
  • Forbes Talks Dogecoin with Gary DeWaal (April 21, 2021)
  • Gary DeWaal Discusses Ether and the Ethereum Blockchain with Forbes (April 5, 2021)
  • Gary DeWaal Shares Insight on New Leadership and New Priorities for the CFTC (February 8, 2021)
  • Bloomberg Law Discusses Crypto Exchanges with Gary DeWaal (November 30, 2020)
  • Gary DeWaal Discusses CFTC's "Risk-Based" Framework for Corporate Compliance (September 14, 2020)
  • Bloomberg Law has Gary DeWaal Weigh in on Cryptocurrency Partnership Trends (August 19, 2020)
  • Gary DeWaal Comments on Korean Derivatives Trading Complications for US Investors (April 10, 2020)
  • Gary DeWaal Weighs in on Potential Safe Harbor for Digital Tokens (February 11, 2020)
  • Gary DeWaal and Cathy Yoon Comment on SEC/FINRA Joint Statement on Cryptoassets (July 15, 2019)
  • Katten Financial Services Attorney Distinguished as Legal Influencer (July 15, 2019)
  • Gary DeWaal and Cathy Yoon Comment in Law360 on First SEC-approved Crypto Token Offering (July 11, 2019)
  • Gary DeWaal Weighs in on the Need for a Single Federal Cryptocurrency Exchange Regulator (May 14, 2019)
  • Gary DeWaal Recognized as "Go-To Thought Leader" by National Law Review (December 26, 2018)
  • Gary DeWaal Comments on Second Federal Court Ruling That Cryptocurrencies Are Commodities with CFTC Oversight (October 1, 2018)
  • Gary DeWaal Quoted on Recent NY Regulator Approvals of Price-Stable Cryptocurrencies (September 24, 2018)
  • Gary DeWaal Talks with Bloomberg, Wall Street Journal on Cryptocurrency Fraud Cases (September 14, 2018)
  • Gary DeWaal Named Cryptocurrency, Blockchain and Fintech Trailblazer by The National Law Journal (September 4, 2018)
  • Gary DeWaal Decodes Cryptocurrency at MarketsWiki Education's World of Opportunity Series (August 20, 2018)
  • Gary DeWaal Comments on CFTC Cryptocurrency Investor Advisory (July 20, 2018)
  • Gary DeWaal Quoted on Cryptocurrency Market Fluctuations (July 20, 2018)
  • Gary DeWaal Quoted on Insider Trading in HFM Compliance (July 18, 2018)
  • Gary DeWaal Appointed to the CFTC's TAC Virtual Currencies Subcommittee (July 18, 2018)
  • Gary DeWaal Shares Cryptocurrency Insight at ISDA Board Meeting (July 2, 2018)
  • Gary DeWaal Comments on CFTC Growing Pains in The Wall Street Journal (May 15, 2018)
  • Gary DeWaal Quoted by the New York Law Journal on Cryptocurrency (April 25, 2018)
  • Katten Attorneys Recognized as Top Authors by JD Supra (March 20, 2018)
  • Gary DeWaal Discusses Digital Currency Regulations with the CFTC (February 15, 2018)
  • Gary DeWaal Talks with Bloomberg BNA on the Drop in CFTC Actions (November 28, 2017)
  • Guy Dempsey and Gary DeWaal Comment on Recent US Treasury Regulatory Proposals (October 13, 2017)
  • Katten Represents LedgerX, First Federally Approved Exchange and Clearing Housing for Digital Currency Derivatives (July 24, 2017)
  • Gary DeWaal Discusses Financial Regulatory Divergence on the US Horizon (July 17, 2017)
  • Gary DeWaal Quoted on Spoofing Regulations and Enforcement (March 29, 2017)
  • Gary DeWaal Comments on 'Spoofing' Regulations in Thomson Reuters Regulatory Intelligence (December 1, 2016)
  • Gary DeWaal Quoted on CFTC Insider Trading Enforcement (May 23, 2016)
  • Gary DeWaal Comments on the Recent EU-CFTC Clearing Deal (February 10, 2016)
  • Gary DeWaal Comments on the Financial Services Regulatory Outlook for 2016 (December 17, 2015)
  • Gary DeWaal Quoted in Law360 on the Six Biggest Dodd-Frank Surprises (July 21, 2015)
  • Special Counsel Gary DeWaal Quoted in IA Watch Article on Outsourcing and Compliance Responsibilities (January 22, 2015)
  • Special Counsel Gary DeWaal Quoted in Law360 About Regulatory Response to Swiss Franc Shock (January 21, 2015)
  • Special Counsel Gary DeWaal Quoted in Law360 About Swiss Franc Shock (January 16, 2015)
  • Special Counsel Gary DeWaal Quoted in Law360 Article About 2015 Securities Regulation Agenda (January 5, 2015)
  • Special Counsel Gary DeWaal Comments on O'Malia Move to ISDA in Law360 (August 1, 2014)
  • Special Counsel Gary DeWaal Quoted in Bloomberg on Perks for Trading Firms (June 19, 2014)
  • Special Counsel Gary DeWaal Comments on Challenges Facing New CFTC Heads in Law360 (June 10, 2014)
  • Futures Notes Gary DeWaal Joins Katten as Special Counsel (June 9, 2014)
  • Gary DeWaal, 30+-Year Veteran of the Financial Services Industry and Former Newedge Global General Counsel, Joins Katten (April 28, 2014)
  • Addition of Gary DeWaal to Financial Services Practice Noted by Bloomberg Businessweek (April 28, 2014)
  • Financial Times Announces Gary DeWaal's Arrival at Katten (April 28, 2014)

Publications

  • Bridging the Week, Weekly publication discussing material developments in financial services law and regulation, 2013 – 2020
  • Katten Insights (sole or joint author):
    • Ether's Security Designation Creates Risk of Market Disruption (April 2, 2024)
    • The Lesson of Prometheus – A Special Purpose Broker Dealer May Cause Havoc in TradFi by Unilaterally Declaring ETH To Be a Security (March 11, 2024)
    • Regulate Staking-as-a-Service by Rules, Guidance, Not Enforcement (February 14, 2023)
    • It's Time for Congress to Pass a Federal Virtual Currency Law (January 4, 2023)
    • Congress needs to prioritize customer protections in crypto (December 2, 2022)
    • This Is How the SEC and CFTC Should Regulate the Crypto Markets (December 1, 2022)
    • Holders of DAO Governance Tokens Beware: According to the CFTC, Voting May Be Hazardous to Your Well-Being (September 29, 2022)
    • Federal Reserve's New Master Account Guidelines Provide Transparent Path for Crypto Industry (August 18, 2022)
    • Block Trades, EFRPs and Assorted Other Trade Practice Issues: A Practical Guide of Current Status (July 27, 2022)
    • FDIC Requires Reporting of Crypto-Related Activities (April 13, 2022)
    • Crypto Misuse — Evading Russian Sanctions Can Be Detected, Prosecuted (March 15, 2022)
    • Commentary – The Morphing US Treatment of the Kospi 200 Futures (March 8, 2022)
    • Are Crypto Lending, DeFi and Stablecoins the New "Lions and Tigers and Bears, Oh My!"? A Review of Recent Crypto Legal and Regulatory Developments (September 14, 2021)
    • Crypto, Meet ESG; ESG, Meet Crypto (July 15, 2021)
    • NFTs Are Hot, But Patchwork of Laws, Rules Needs Watching |Bloomberg Law (April 6, 2021)
    • 2020 Year-End Crypto Assets Legal and Regulatory Developments (January 21, 2021)
    • CFTC Adopts New Rules on Position Limits for Derivatives (November 16, 2020)
    • CFTC Adopts New Position Limits Requirements (October 16, 2020)
    • Louisiana Serves Up New Virtual Currency Business Law Cajun Style (July 30, 2020)
    • New Empire State of Mind? Potential Easing of Restrictions for New York Virtual Currency Business Licenses (July 22, 2020)
    • Have We Finally Reached Our Limits? CFTC Proposes New Position Limits Rules in Effort to End Decade-Long Saga (February 14, 2020)
    • SEC and FINRA Issue Joint Staff Statement on Broker-Dealer Custody of Digital Asset Securities (July 25, 2019)

Presentations and Event Appearances

  • 2024 Risk Management & Trading Conference (August 21–24, 2024) | Speaker | Regulation of New Technologies: AI, Quantum and Blockchain
  • FIA Law & Compliance Division Conference (April 24–26, 2024) | Moderator | Market Surveillance in the Age of Expanding Products and Innovation
  • ERISA Plan Investments in the Financial Markets 2024: The Fundamentals (March 19, 2024) | Speaker | Case Study: Navigating Bitcoins and Other Virtual Currencies in ERISA Plan Investments
  • Crypto with Katten: Dan and Gary at the Pool (March 12, 2024)
  • Crypto With Katten: Is a Modern-Day Prometheus Lighting a Fire Among Traditional Derivatives Industry Participants? The Potential Implications of Labeling ETH as a Security (February 22, 2024)
  • Katten's Annual Financial Markets and Regulation Crystal Ball — A Look Back at 2023 and a Look Forward to 2024 (February 1, 2024)
  • 2023 NASAA FinTech and Cybersecurity Symposium (December 5, 2023)
  • Fordham University School of Law (November 27, 2023) | Guest Lecturer
  • 2023 Crypto with Katten Annual Symposium (September 27, 2023)
  • Risk Management & Trading Conference (August 23–26, 2023) | Speaker | Risk Management & Trading Conference - FinCEN Panel: Update on Current Laws and Regulations Facing Crypto Currency Firms and Trading Platforms
  • Crypto with Katten: Dan and Gary Surfing the Waves of Ripple (July 14, 2023)
  • Zero to Sixty (Seconds): Electronic Trading Trends in Derivatives Markets and Emerging Technologies in Financial Services (June 29, 2023)
  • Law & Compliance Division Conference (April 26–28, 2023) | Panelist | New Frontiers in Regulation & Compliance
  • ESG & Blockchain: Seeking Clarity through Radical Transparency (March 16–17, 2023) | Speaker | ESG & Blockchain: Seeking Clarity through Radical Transparency
  • Crypto with Katten: Dan and Gary at the Pool (March 15, 2023)
  • 2023 Crypto with Katten London Symposium (March 1, 2023)
  • MFA Digital Investing 2023 (January 30, 2023) | Moderator | The Fallout – Restoring Trust in Crypto
  • State of the Industry 2023 (January 22–24, 2023) | Panelist | Outside Legal Perspectives
  • Katten's Annual Financial Markets and Regulation Crystal Ball Event (January 19, 2023)
  • Web3 & The Metaverse: Preparing Your Practice & Clients for The Newest Digital Revolution (December 16, 2022)
  • Crypto with Katten Presents: A November to Remember in Cryptoland (November 17, 2022) | Host
  • 2022 Crypto with Katten Annual Symposium (October 20, 2022)
  • Katten's Annual Financial Markets Litigation and Enforcement Symposium (October 13, 2022)
  • DC Fintech Week 2022 (October 11–12, 2022) | Moderator | The State of the Fintech—and Housing Economies
  • Fireside Chat with NY Department of Financial Services Deputy Superintendent of Virtual Currency Peter Marton (September 13, 2022) | Co-Host
  • Summer 2022: The Winter of [Crypto's] Discontent — A Review of Current Legal and Regulatory Developments (July 27, 2022)
  • Off-Exchange Futures, Off-SEF Swaps and Assorted Trade Practice Issues: The Regulators' Perspective (June 29, 2022)
  • US Trading and Best Execution Summit (June 14, 2022) | Panelist | Crypto Evolved™ – Trading Digital Assets, Crypto and Bitcoin – Where are we Considering Recent Market Volatility?
  • New Developments and Issues in Swap Data Reporting — Crypto Derivatives, CFTC Rule Amendments, SEC Data Reporting and More (May 19, 2022)
  • Law & Compliance Division Conference 2022 (April 27–29, 2022) | CoHost | Not the Old Soup to Nuts
  • Crypto With Katten: Dan and Gary at the Pool (March 16, 2022)
  • Katten's Annual Financial Markets Regulation Crystal Ball — A Look Back at 2021 and a Look Forward to 2022 (March 8, 2022) | Panelist
  • Crypto from the Rockies: Recent Updates in Crypto Legal and Regulatory Developments and an Interview with Tung Chan, Commissioner, Colorado Division of Securities (February 16, 2022) | Speaker
  • State of the Industry 2022 (January 23-25, 2022)
  • NASAA 2021 Fintech and Cybersecurity Symposium (December 14, 2021)
  • The CFTC's Evolving Application of its Fraud-Based Manipulation Law and Regulatory Provisions (December 2, 2021)
  • Key Findings from the President's Working Group Report on Stablecoins (November 2, 2021) | Panelist
  • Crypto for FCM Customer Accounts (October 20, 2021) | Speaker 2021 HFS Executive Summit: Together Towards a Digital Tomorrow (September 23, 2021) | Speaker
  • MFA Digital Assets 2021 (September 21, 2021) | Moderator | DeFi: The Great Decentralization and What It Means for the Future of Finance
  • Are Crypto Lending, DeFi and Stablecoins the New "Lions and Tigers and Bears, Oh My!": A Review of Recent Crypto Legal and Regulatory Developments (September 14, 2021) | Speaker
  • 24 Hours of Crypto with Katten (July 14–15, 2021) | Speaker | Crypto, Meet ESG: ESG, Meet Crypto
  • A Beacon Into 2021 Crypto Industry, Legal and Regulatory Developments Year to Date (June 2, 2021) | Speaker
  • Law & Compliance Division Conference (April 28–30, 2021) | Moderator | What is Dogecoin?: A Case Study to Understand DLT, Crypto Assets and DeFI and NFTs
  • MFA West 2021 (April 7–8, 2021) | Moderator | Blockchain and Investing in Digital Assets
  • Katten's Annual Financial Markets Regulation Crystal Ball — A Look Back at 2020 and a Look Forward to 2021 (February 24, 2021) | Panelist
  • 2020 Year-End Crypto Assets Legal and Regulatory Developments: It Wasn't Just Bitcoin Breaking $29,000 (It's Even Higher Now)! (January 21, 2021) | Presenter
  • 2020 CFTC Public TAC Meeting (December 14, 2020) | Presenter | The Growth and Regulatory Challenges of Decentralized Finance
  • Positioning for the CFTC's New Position Limits Rules (November 17, 2020) | Speaker
  • ErisX Insights Presents: Crypto for FCM Customer Accounts (October 29, 2020) | Panelist
  • Fintech Week (October 20, 2020) | Panelist | DeFi, AML and the Regulatory Perimeter
  • Law & Compliance Division Conference (October 7–9, 2020) | Moderator | Fintech and Advanced Crypto Issues for Non-Techies (and Techies too)
  • Katten's Annual Financial Markets Litigation and Enforcement Symposium Series (October 1, 2020) | Panelist | Futures Enforcement and Litigation: A Disruptive Year.
  • LabCFTC Empower Innovation Series (September 24, 2020) | Panelist | The Role of Technology and Innovation in a time of Crisis
  • ABA Business Law Virtual Section Annual Meeting (September 21–25, | Panelist | Current State of Play of Digital Ledger Technology in Financial Transactions from a Global Perspective
  • Louisiana Serves Up New Virtual Currency Business Law Cajun Style (August 31, 2020) | Speaker
  • Digital Revolution of the Private Securities Market (July 15, 2020) | Moderator
  • A Brave New World: Effective Supervision and Compliance by CFTC and SEC Registrants in the New Business as Usual Environment (June 18, 2020) | Panelist | Lessons Learned and the Status of Regulatory Relief
  • Why Overhaul CFTC Part 190 Bankruptcy Rules Now – A Conversation with the CFTC's Robert Wasserman (June 16, 2020) | Moderator
  • Security Futures – The Incredible Potentially Morphing Financial Instrument (April 30, 2020) | Moderator
  • Business Not as Usual: Katten's Webinar Discussion with the CFTC's Dorothy DeWitt and Division of Market Oversight Senior Staff (March 20, 2020) | Speaker
  • Business Not as Usual: Practical and Regulatory Responses to COVID- 19 for the US Financial Services Industry (March 12, 2020) | Speaker
  • Financial Innovation under the Financial Conduct Authority (March 3, 2020| Speaker
  • Promoting Responsible FinTech Innovation at the FCA: A Fireside Chat With Laura Navaratnam, Manager of Innovate at the FCA (March 3, 2020) | Moderator
  • TAC Public Meeting (February 26, 2020) | Speaker
  • Trading Practices — A 2020 Update (February 19, 2020) | Speaker
  • Have We Finally Reached Our Limits? CFTC Proposes New Position Limits Rules in Effort to End Decade-Long Saga (February 14, 2020) | Speaker
  • JAC Release 19-17 (February 11, 2020) | Speaker
  • Promoting Responsible FinTech Innovation at the CFTC: A Fireside Chat with Melissa Netram, Director of LabCFTC (February 6, 2020) | Speaker
  • SIFMA Anti-Money Laundering & Financial Crimes Conference (February 6, 2020) | Speaker | Money Laundering/Financial Crime in Futures and Forex
  • Hear It Directly from the Source (February 4, 2020) | Moderator | Hear It Directly from the Source: Katten Attorneys Sit Down with the CFTC’s DSIO Director and NFA’s New OTC Derivatives Head
  • Outside Counsel Panel (January 26–28, 2020)
  • FinTech Leadership as NYS of Mind: Fireside Chat with Matthew Homer (January 23, 2020) | Speaker
  • Fintech Leadership as a New York State of Mind — a Fireside Chat with the New York Department of Financial Services (January 23, 2020)
  • Regulatory Updates (January 1, 2020) | Speaker
  • An Overdue Payments Revolution: Public and Private Digital Currencies and other Payment Rail Innovations (November 11, 2019) | Speaker
  • FIA Expo (October 29–30, 2019) | Speaker | Ghosts of Regulation Rising from the Crypto
  • DC Fintech Week 2019 (October 21–24, 2019) | Moderator | Oracles and Trusted Validators: The Good, the Bad—and the Future | Participant | AI in the 21st Century Marketplace: Exploring the Role of AI and Related FinTech in CFTC Markets | Fintech Forward Roundtable
  • P.R.I.M.E. Finance New York Conference 2019 (October 17, 2019) | Participant | Disruptions from the FinTech Sector: What’s Coming and How Should We Prepare?
  • SUNY Buffalo Law School (October 16, 2019) | Speaker
  • Katten's Annual Financial Markets Litigation and Enforcement Symposium (October 10, 2019)
  • Tradestation (October 8, 2019) | Speaker
  • Summary Overview of Stablecoins and the Law Regarding Stablecoins (October 3, 2019) | Speaker
  • CFTC Technology Advisory Committee (TAC) Public Meeting (October 3, 2019) | Participant | Summary Overview of Stablecoins and the Law Regarding Stablecoins
  • CFTC Regulatory and Enforcement Agenda Webinar (September 24, 2019) | Presenter
  • Breaking Down the SEC/FINRA Joint Statement on Custody of Digital Assets—No FUD as Long as You Don't HODL (July 24, 2019) | Presenter
  • The Evolution of the Application of Law to Blockchain Technology and Cryptoassets: Where Have We Come from and Where Are We Going? (June 26, 2019) | Panelist
  • The National Futures Association's Proposed Revised Requirements for the Supervision of Branch Offices and Guaranteed Introducing Brokers. Get Prepared! (June 20, 2019) | Presenter
  • FIA Commodities Symposium (June 10–11, 2019) | Moderator | Blockchain: What Does it Mean for Commodities Firms, Now and in the Future
  • 41st Annual FIA Law and Compliance Division Conference (May 8–10, 2019) |Moderator | Taking the Cryptic Out of Cryptos – An Overview of the Current Regulatory Status and Litigation Involving Cryptoassets | Participant | Expansion of Criminal Liability to Non-Traders: Legal Issues Presented by U.S. v. Jitesh Thakkar
  • 44th Annual International Futures Industry Conference (March 12–14, 2019) | Moderator | Emerging Regulatory Challenges: The Best Approach?
  • Securities Industry Institute 2019 – Year 1 Program (March 3–8, 2019) | Presenter | Distributed Ledger Technology: Is It Real or Hype?
  • SFIG Vegas 2019 (February 24–27, 2019) | Participant | Blockchain Fundamentals: A Non-Technical Overview
  • P.R.I.M.E. Finance Annual Conference 2019 (February 4–5, 2019) | Panelist | The Not So Hidden Reality of Cryptocurrencies: Regulatory Enforcement and Litigation
  • State of the Industry 2019 (January 27–29, 2019) | Participant | Outside Counsel Panel
  • You've Been Hacked: Preventing and Dealing with Cyber Breaches (January 10, 2019) | Speaker
  • Investing in the Blockchain Era (January 8, 2019) | Panelist
  • Canadian Annual Derivatives Conference (November 26–28, 2018) | Panelist | "It’s Not Me, It’s the Algo!"
  • Fintech Week (November 5–8, 2018) | Moderator | Making or Taking Innovation? Regulatory Competition and the Race for Fintech Dominance
  • 2018 Treasury and Capital Markets Legal and Legislative Issues Conference (October 18–19, 2018) | Panelist | Cryptocurrency, Blockchain and Fintech: Innovation and Regulation
  • CFTC TAC Meeting with the Virtual Currency Subcommittee (October 5, 2018) | Co-presenter
  • Panel on FinTech Innovations and the Regulatory Environment (September 27, 2018) | Panelist
  • Cryptocurrencies — Latest Developments: NFA Issues Advisory for FCMs, IBs, CTAs and CPOs and SEC Again Says "No" to Winklevoss Bitcoin Trust (August 7, 2018) | Presenter
  • ISDA Board Meeting (June 27, 2018) | Presenter
  • Beyond Bitcoin (May 17, 2018) | Co-Presenter
  • Pension Plan Investments 2018: Current Perspectives (May 15, 2018) | Co-Presenter
  • 40th Annual Law & Compliance Division Conference (May 2–4, 2018) | Moderator | Cryptocurrencies Regulation
  • Smart Financial Regulation Roundtable: Implications of Cryptocurrencies (April 11, 2018) | Moderator
  • Imperial College Business School Cryptocurrency Conference (March 15, 2018) | Panelist
  • Exchange Investigations & Enforcement: Insights and Trends (February 28, 2018) | Panelist | Exchange Enforcement
  • Asset Management Derivatives Forum 2018 (February 7–9, 2018) | Panelist | Solving the Cross-Border Regulatory Puzzle: How do firms navigate the differences in various jurisdictions globally?
  • Public Lecture: Regulating Cryptocurrencies: The Future of Bitcoin, Ether, and Other Tokens (February 5, 2018) | Co-Presenter
  • Trading Bitcoin: Legal and Compliance Considerations for Trading and Facilitating Transactions in Bitcoin (December 13, 2017) | Panelist
  • Consensus: Invest 2017 (November 28, 2017) | Panelist
  • Smart Financial Regulation Roundtable (November 2–3, 2017) | Moderator | Enforcing the Rules of the Game
  • Katten's Annual Financial Services Litigation Symposium (October 26, 2017) | Speaker | Futures Regulatory Enforcement
  • Sibos 2017 (October 16–19, 2017) | Panelist | Dodd-Frank is dead! Long live Dodd-Frank!
  • CMC Regulation and Compliance Conference 2017 (October 10, 2017) | Panelist | Outside Counsel Round-Up
  • CoinAlts Fund Symposium (September 14, 2017) | Panelist | Regulatory Outlook for Digital Assets & Investment Managers
  • Regulation of Digital Tokens in the US: Bitcoin, Blockchain and Insight into the Views of the CFTC and SEC (August 9, 2017) | Panelist
  • 39th Annual FIA Law & Compliance Division Conference on the Regulation of Futures, Derivatives and OTC Products (May 3–5, 2017) | Moderator | Memory Lane: Those Who Forget History are Doomed to Repeat It
  • Not Losing Sight of Today for Tomorrow: Selected Current Hot Regulatory Topics (March 28, 2017) | Panelist
  • 2016 Market Structure Conference: Disruptive and Manipulative Activities (November 18, 2016) | Presenter | The Effect of Settlement Rules on the Incentive to Bang the Close
  • Recent Legal Developments on Securities and Derivatives Issues for Sell-Side and Buy-Side Market Participants (July 27, 2016) | Panelist
  • Just in Time for Summer: Position Limits, Regulation AT and Defend Trade Secrets Act (June 7, 2016) | Panelist
  • CTA Intelligence NY Breakfast Briefing: Weapons of Mass Disruption: Have Algo Trading Regs Gone Too Far? (May 25, 2016) | Panelist
  • Understanding FinCEN's New Customer Due Diligence Obligations (May 19, 2016) | Presenter
  • ABA Section of International Law 2016 Spring Meeting (April 13, 2016) | Panelist
  • Over-the-Counter Derivatives Reform in Canada (March 22–23, 2016) | Presenter | Regulatory Disciplinary Actions and Enforcement Matters
  • FIA Boca 2016 Conference (March 15–18, 2016) | Chair | CFTC Reg AT: Will it Improve the Status Quo?
  • FUTURES 101: An Introduction to U.S. Futures Markets and Regulation (March 1, 2016) | Panelist
  • A Review of CFTC Proposed Regulation AT and Its Potential Practical Impact (December 17, 2015) | Panelist
  • Emerging Trends in Securities and Futures Trading Regulation (December 3, 2015) | Panelist
  • Cybersecurity: Anticipate and Manage the Unlikely Scenario (November 19, 2015) | Panelist
  • Emerging Trends in Securities and Futures Trading Regulation (November 11, 2015) | Panelist
  • FIA Futures and Options Expo (November 5, 2015) | Panelist | Surveillance Workshop Part 1: Case Studies
  • Canadian Annual Derivatives Conference (October 21, 2015) | Panelist | Was It Broke? Did We Fix It? Intention and Impact of Futures Market Reform Since 2009
  • Financial Services Litigation Symposium (October 6, 2015) | Panelist
  • What Every US Market Participant Should Know About MiFID II (July 28 and July 30, 2015) | Presenter
  • 2015 FIA Law and Compliance Conference (June 22–23, 2015) | Moderator | Compliance Rapid Fire Baltimore: 2015
  • The Weakest Link: Where Is the Achilles Heel of Your Cybersecurity Program? (June 9, 2015) | Panelist 36th Annual Law & Compliance Conference on the Regulation of Futures, Derivatives and OTC Products (May 7–9, 2014) | Moderator | CRF (Compliance Rapid Fire) Baltimore: 2014
  • Recent Publicity Concerning Proprietary Trading: Potential Regulatory Responses (May 6, 2014) | Panelist
  • Recent Publicity Concerning Proprietary Trading: Potential Regulatory Responses (April 28, 2014) | Panelist
  • Compliance 2015 (May 5, 2015) | Speaker | Client Risk, Compliance and Enforcement Issues for CTOs and CPAs
  • Developments in Proprietary Trading: Cross-Border Comparison of US and European Regulatory Initiatives (April 28, 2015) | Panelist
  • 11th Annual Alternative Investment Industry Update (November 12–13, 2014) | Keynote Speaker | Building Bridges: The Dynamics (and Challenges) of Weekly Blogging, Informing and Not
  • Financial Services Litigation Symposium (October 16, 2014) | Presenter
  • The Institute for Financial Markets' Derivatives Markets Symposium: An Overview of Futures and Swaps Markets (September 15, 2014) | Moderator | How & Why Different Participants Use Markets
  • Katten's Summer 2014 Review: Financial Services Regulatory and Legal Development Highlights (September 10, 2014) | Panelist
  • Risk Management & Trading Conference (June 18–21, 2014) | Presenter | Dodd-Frank – EMIR: The Challenges of Swap Dealers, Central

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GD Mountain Insights LLC is a non-legal consulting firm and not a law firm. When Gary DeWaal works on behalf of GD Mountain insights he does not practice law.