• Vires in Numeris

    About - The Company

    Octonomics is an independent research and consulting firm dedicated to financial technologies. More specifically interested in the fast and evolving world of Bitcoin, its ecosystem and applications.

     

    Established as a true independent, Octonomics is free from any legacy business models and offers an unencumbered perspective on the current and emerging trends.

     

    The solid financial services background and strong academic profile of its founder, combined with a passion for the Bitcoin ecosystem, allows Octonomics to offer its clients unique insights which in turn, allows them to trail-blaze confidently this new era.

  • Elisabeth Préfontaine, MBA, CFA, CAIA

  • About - The Founder

    Elisabeth Préfontaine is the founder of Octonomics, an independent research and consulting firm dedicated to financial technologies.

     

    With over 25 years of experience, she is among the few who can claim to have traded both physical coupon bonds, and bitcoins. A free and forward-thinking individual whose bold assertions and confident, no-nonsense stance have branded her as a trailblazer.

     

    Her professional experience includes online banking, over-the-counter capital markets, investment funds and Bitcoin. A Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA), she also has an Executive MBA from Université du Québec à Montréal. 

     

    Ms. Préfontaine has witnessed a broad range of changes in financial technologies over the years. In fact, she was a front-line participant in the early stages of online banking. In 1996, when employees of financial institutions still used an intranet, she took part in Bank of Montreal’s mbanx project with the objective of creating the world’s first virtual bank.

     

    Afterwards, she moved towards capital markets and spent five years on the sell-side of swaps and bonds trading desks. Then in the mid 2000’s and for over ten years, she actively contributed to fostering the market’s understanding of ETFs as a technological platform for investment funds. Ms. Préfontaine is the former Head of Wealth Sales for BlackRock in Canada.

     

    In late 2016, having previously observed and experienced first-hand the many transformations in financial technologies, the discovery of Bitcoin intrigued her; it combined the three aspects of her professional experience - online banking, capital markets and investments - but in the context of a distinct and totally novel ecosystem. She knew this could trigger a profound change that would open up as many challenges as opportunities for the near future and the long-term.

     

    Finally, Ms. Préfontaine founded Octonomics in 2017 and carefully monitors regulatory, geopolitical, monetary, technological, and commercial aspects of this emerging and often misunderstood technology. Among her prestigious clients are Hydro-Quebec, Thrive Wealth, Bitfarms and Northland Wealth Management. Ms. Préfontaine currently sits on the Technological Innovation Advisory Committee of l’Autorité des Marchés Financiers (AMF).

     

    Her expertise is widely recognized, she is in high demand as a speaker and a regular contributor on national Canadian media.

  • Services

     

    Target audience: Family Offices - RIAs - Institutional money managers - Professionals (accountants, lawyers) - High net worth individuals - Executives (insurance, banking, securities, capital markets) - Private equity - Energy producers.

     

    Services are available in French and in English.

    Consulting

    This made-to-measure service is designed to support the understanding and ongoing education needed to stay abreast of the developments in the ecosystem. The firm assists clients who need a go-to person to ask questions. Some may need to quickly get up the steep learning curve, while others may have considerations regarding the due diligence of a service provider or an investment proposition. Octonomics can keep its clients updated on a breaking news or assist them with the know how needed to buy and sell bitcoin while educating on how to ensure safe custody of the assets. Octonomics does not get involved in the actual transaction (fiat or bitcoin).

     

    Business model: per hour consultation fee. Retainer package available.

    Research

    This strategic intelligence service provides clients with competitive, timely and usable information through its detection of emerging trends garnered from extensive reading and independent market research. In a world overwhelmed with data, Octonomics’ ability to see the forest for the trees allows to provide its clients with the ‘big picture’ which helps them to make better decisions.

    • Financial services: Strategic watch on new business models in the new ecosystem or business model adaptation in the traditional/legacy ecosystem.
    • Technological developments: Side chains (lightning network, liquid, etc.), smart phones, wallets, mining hardware.
    • Facebook: the good, the bad and the ugly.   
    • Bitcoin as an asset class: Investment thesis, Institutional endorsement, the perspective of naysayers, valuation and network statistics.
    • Central Bank Digital Currency: Implications, negative interests rates and competing private money.
    • Other:  energy consumption, review of Japan’s head start in digital assets, special requests.

    Publicly available research:

     

    -Rapport d’analyse Présenté à la Régie de l’énergie (French)

    http://publicsde.regie-energie.qc.ca/projets/457/DocPrj/R-4045-2018-C-Bitfarms-0013-Preuve-RappExp-2018_10_12.pdf

     

    - Comments to Canadian Securities Regulators (consultation paper 21-402) (English)

    https://www.osc.gov.on.ca/documents/en/Securities-Category2-Comments/com_20190515_21-402_prefontainee.pdf

     

    Business model: Customized per mandate or ongoing by retainer for flagging selected topics.

    Advisory

    Octonomics can provide strategic, managerial and networking assistance to help entrepreneurs who wish to advance their project to the next step. Entrepreneurs are invited to be clear about the problem(s) their business is trying to solve and how they believe Octonomics can specifically be of help.

     

    The firm does not get involved Initial Coins Offerings (ICO’s, IEO's, STO's).

    The firm does not get involved in over-the-counter (OTC) trading.

     

    Octonomics is interested in the following bitcoin-related themes: non-custodial services, micro-payments/ lending/ investing, and bitcoin backed assets.

    Clever ideas to link the physical world to the digital world, about monetization of nodes on second layer applications and technologies for more efficient energy production and reuse (for mining) will find a very open ear.

     

    Business model: customized per opportunity and involves a combination of equity and/or $.

    Conference

    Elisabeth has been a public speaker for over two decades. She is available as a keynote speaker, as a panelist or for shorter speaking engagements.

    • Pro-bono engagements will be considered for universities and charitable organizations. 
    • The content copyrights remain the property of Octonomics.
    • Conferences are available in English or French. 

    Recommended Topics for 2019:

     

    Survival of the Fittest - The Digital Future of Financial Services

    Beyond Open Banking: Understanding Bitcoin

    Facebook: A Digital National State?

    Digital Identity

     

    Business model: speaker fee.

  • Thought leadership

    Passion, Independence, Insights

    2019

    Coming up

    • Global Risk Institute, Talk, Toronto, September 2019
    • Family Office & Private Wealth Management Forum West by Opal Group. Napa Valley, California, October 2019
    • Alternative investment summit, Global Alternative Investment outlook: Measuring the wind of change. Dana Point, CA, December 2019.

    Speaking engagements

    • Family Office & Private Wealth Management Forum by Opal Group. Newport, Rhode Island, July 2019. 
    • The International Economic Forum of the Americas. Montreal, June 2019
    • Inside ETFs Canada. Montreal, June 2019. 

    Community involvement

    • C2 Montreal: Leveraging the ledger in digital creative industries (workshop)
    • Round table participant: Government of Canada’s advisory committee on open banking.
    • Judge at the John Molson MBA international case competition, Montreal.

    2018

    Panel participation

    • Data Science Institute, Montreal: Cryptocurrency and Institutional Investment.
    • Association of professionals in economic development of Quebec, Magog: Economic impact of cryptocurrency and Blockchain.
    • Inside ETFs Canada, Montréal: Blockchain, Cryptocurrency & the Future.
    • McCarthy Tetrault, Toronto: Cryptocurrency and Investment funds.                       

    Speaking engagements

    • Thrive wealth management, Saskatoon: “It can’t be uninvented”. 
    • Investment Industry Association of Canada (IIAC), Montreal: ‘’Over 1,000 hours of research in 10 minutes”.                   
    • Chartered Human Resources Advisors, Montreal: “Why I accept Bitcoin payments’’.
    • Young President Organization, Quebec Chapter, Montreal: “It can’t be uninvented”.
    • Concordia University John Molson School of business, Montreal: “20 minutes innovation primer”. 
  • Code of Ethics

    Octonomics abides to the CFA Institute Code of Ethics and Standards of Professional Conduct.

    This code is a standard for investment professionals around the world. You can consult the code here.

     

    *Octonomics does not sell bitcoin to investors but rather accepts bitcoin as a means of payment for its services.

  • Contact

    Info@octonomics.com
  • Bitcoin accepted

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