Tokenization Clinic NYC
TOKENIZATION · CLINIC
A Private Working Session for Fund Managers
A private working session for fund managers exploring tokenized fund structures, modern distribution, and institutional fund infrastructure. Limited seats. Application required.
More details and registration @ tokenization.clinic
ABOUT
Tokenization Clinic is a structured, small-format workshop for fund managers, asset managers, and institutional issuers who want a clear, compliant path to modernizing fund infrastructure. The Clinic provides the right partners, frameworks, and roadmap to accelerate from wherever you're starting.
The focus is modernizing the fund lifecycle within regulated structures: subscriptions, redemptions, custody, compliance, distribution, and settlement. Built around real use cases, operator input, and a practical roadmap from evaluation to production.
WHO IT'S FOR
Fund Managers & Asset Managers — exploring tokenized fund structures, modern distribution, and institutional fund infrastructure
Operations & Compliance — COOs, ops leads, finance, legal/compliance stakeholders responsible for fund lifecycle execution
Fund Curious — tokenized asset issuers exploring whether a regulated fund structure unlocks access to institutional allocators and accredited capital
Service Providers — legal, compliance, fund admin, custody, reporting/attestation, tokenization infrastructure (by invitation)
Capital Observers — a limited number of allocators and family offices may be invited as observers
WHAT YOU WALK AWAY WITH
A clear tokenization readiness snapshot (what's viable now vs later)
Clarity on whether a fund structure fits your asset class and distribution goals
A recommended structure path (share class, feeder, wrapper, distribution options)
Clarity on subscription and redemption mechanics (cash leg, settlement rails, notice periods)
A practical vendor map aligned to your needs (legal, compliance, admin, custody, rails)
A clear picture of where operational alpha comes from (custody, admin, settlement, reconciliation — and where 50-150 bps can be recovered)
A better understanding of distribution implications (who can buy, how, and under what constraints)
HOT SEAT DELIVERABLE
Selected hot seat participants receive a Tokenization Readiness Assessment — a structured deliverable to accelerate internal decision-making:
Completed readiness checklist (subscriptions, redemptions, compliance, onboarding, reporting, settlement)
High-level architecture recommendation (tokenization + custody + compliance workflows)
FORMAT
Invite-only. Chatham House Rule.
Structured hot seats where fund managers walk through real use cases with operator input
Practitioner-led, no vendor theater. Legal, compliance, and admin perspectives without sales pitches.
Adjoining lounge for 1:1 networking. No dead time.
Designed to leave you with a clear implementation path and actionable next steps.
AGENDA HIGHLIGHTS
Welcome & Introductions — participant intros, session objectives, format overview
The Operational Stack — platform selection, tokenized share classes vs tokenized funds, compliance automation, upgradeable infrastructure
Settlement Infrastructure & Custody Considerations — what your ops and legal teams will ask, institutional-grade diligence for the infrastructure layer
Structure, Jurisdiction & Compliance Path (Hot Seat) — a selected participant walks through their target use case, the room pressure-tests feasibility
Networking Break
The Liquidity Reality — distribution pathways, broker-dealer channels, secondary markets, what allocators need to see
Go/No-Go Framework & Next Steps — decision framework, implementation sequencing, curated introductions
DETAILS
Date: March 23, 2026
Time: 2:00 PM - 5:00 PM ET
Location: 368 9th Avenue, 5th Floor, New York, NY 10001
Capacity: 25-30 attendees
Cost: Complimentary (application required)
CONVENED BY
Travis John | travisjohn.com
For questions or inquiries, use the "Contact the Host" link or the "Chat" option in the app.
Private institutional events for allocators, issuers, and operators navigating modern capital markets.
SPONSORED BY
DISCLAIMER
Tokenization Clinic is for education and diligence discussion only; investment decisions remain your own. Admission by application only. Confirmations required. No walk-ups.