Bitcoin Financial Services Summit

Bitcoin Financial Services Summit

Wyatt O'Rourke

My style is to blend financial savvy with a passion for Bitcoin and conservative values. I seek to offer my clients and peers with a fresh, informed perspective on wealth management. I am interested in the intersection of behavior, incentives, and markets. My thoughts are inspired by the works of Srinivasan, Booth, Alden and many more. My values stem from my Christian faith. My hobbies, marriage, and involvement in communities keep me inspired. To stay active, I enjoy skiing, golfing, camping and hunting. #1 YIMBY and urbanist.


Sessions

10-17
10:00
15min
Day 1 - Summit Welcome & Introduction
Jordan Guess, Wyatt O'Rourke

Jordan and Wyatt will kick off the Bitcoin Financial Services Summit by setting the stage for two days of innovation, collaboration, and insights at the intersection of bitcoin and financial services. Attendees will get an overview of the event’s goals, highlights, and opportunities to connect.

Presentation Side
10-17
11:20
25min
Panel #2 - Incorporating Bitcoin in Financial Plans
Wyatt O'Rourke, Morgen Rochard, Jim Crider, Jirayr Kembikian

This discussion will explore practical ways to integrate bitcoin into client portfolios and long-term strategies. Panelists will share approaches to risk management, tax considerations, and planning techniques that position bitcoin alongside traditional assets in comprehensive financial plans.

Presentation Side
10-17
15:45
15min
Day 1 - End Agenda Update
Jordan Guess, Wyatt O'Rourke

A quick recap of key takeaways, housekeeping notes, and a preview of tomorrow’s schedule. We’ll highlight any changes, announcements, and logistics for the evening.

Presentation Side
10-18
10:00
15min
Day 2 - Introduction
Wyatt O'Rourke, Jordan Guess

Jordan and Wyatt will kick off the Bitcoin Financial Services Summit by setting the stage for two days of innovation, collaboration, and insights at the intersection of bitcoin and financial services. Attendees will get an overview of the event’s goals, highlights, and opportunities to connect.

Presentation Side
10-18
14:20
25min
Panel #9 - Bitcoin-Backed Lending & Credit
Wyatt O'Rourke, Matthew Dines, Himanshu Sahay, Connor Dolan

Dive into the fast-growing world of bitcoin-collateralized loans and credit products. This session will cover how lenders structure these offerings, the risks and opportunities for borrowers and institutions, and the role bitcoin plays in reshaping access to credit.

Presentation Side
10-18
16:45
15min
Summit Send Off
Wyatt O'Rourke, Jordan Guess

A closing reflection on the connections, insights, and ideas shared throughout the summit. Attendees will leave with key takeaways, next steps, and renewed momentum to drive bitcoin innovation in their professional practice.

Presentation Side