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 an 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 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).
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.
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.
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.
Publicly available research:
-Rapport d’analyse Présenté à la Régie de l’énergie (French)
- Comments to Canadian Securities Regulators (consultation paper 21-402) (English)
Business model: Customized per mandate or ongoing by retainer for flagging selected topics.
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 $.
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.
Recommended Topics for 2020:
Survival of the Fittest - The Digital Future of Financial Services
Survival of the Fittest - The Digital Future of Life Insurance
Business model: speaker fee.
Passion, Independence, Insights
July 20th, 2020 (New Port, RI): Opal's Public Funds Summit East. A Global Macroeconomic and Geopolitical Outlook: State of the Global Economy and International Affairs
July 20th, 2020 (New Port, RI): Opal's Family Office Forum. Making a Case for Digital Assets: Investing in Blockchain and Crypto Currency. (Hint: Bitcoin).
Keynote engagements (exclude private events)
06-18-19 (RDI économie) La Monnaie de Facebook
02-05-19 (RDI économie) 250 millions $ disparus
12-21-18 (RDI économie) Quel avenir pour le bitcoin?
03-06-18 (RDI économie) Bitcoin: la prudence des banques
02-15-18 (RDI économie) Bitcoin et cryptomonnaies 101
02-15-18 (RDI économie) Les cryptomonnaies est-ce fait pour vous?
02-15-18 (RDI économie) Démystifier le bitcoin et les cryptomonnaies
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.
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