Building a bridge for institutional investors to embrace
the crypto + blockchain paradigm
October 18 – 19, 2020 | Hotel Crescent Court | Dallas, TX
13 CFP, CIMA®, CPWA®, CIMC®, and RMA® CE credits were approved for the 2019 program
JOIN US THIS OCTOBER IN DALLAS
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DIGITAL ASSETS SPOTLIGHT
THE PREMIER “ALLOCATORS ONLY” ALL-IN-ONE, 2-DAY DUE DILIGENCE SOLUTION FOR DIGITAL ASSETS
Designed specifically for investment professionals (RIAs, family offices, endowments, foundations, hedge funds, etc.) and accredited investors, the Digital Asset Strategy Summit (DASS) focuses on addressing the opportunities and challenges of today’s market and presenting a variety of innovative disciplines and portfolio construction ideas designed for today’s forward thinking money managers.
DASS is produced by one of the original co-creators of Inside ETFs and in collaboration with Ric Edelman and the RIA Digital Assets Council (RIADAC).
2019 CONFERENCE CHAIRPERSON
Ric Edelman
Founder | Edelman Financial Engines
Ric Edelman is one of the nation’s leading financial advisors. Founder of Edelman Financial Engines, the largest independent RIA with $200 billion in assets under management, Ric hosts a nationally syndicated radio show, PBS television specials and is a #1 New York Times bestselling author of 10 books on personal finance. Recipient of IARFC’s lifetime achievement award, Ric has been named by Investment News, RIABiz and others as one of the most influential people in the financial services industry. Ric is also the founder of the RIA Digital Assets Council (RIADAC).
2019 KEYNOTE SPEAKERS
KYLE BASS
Founder & CIO
Hayman Capital Management
A Global Outlook Through The Eyes Of A Contrarian Investor
RIC EDELMAN
Founder
Edelman Financial Engines
Digital Assets: An Alternative Asset Class?
JENNIFER McHUGH
Senior Special Counsel, Division of Investment Management
Securities & Exchange Commission
State of Regulation
CATHERINE WOOD
Founder, CEO & CIO
ARK Invest
The Fallacy Of The Crypto Fund
2019 FEATURED SPEAKERS
DARA ALBRIGHT
Advisor
EisnerAmper
MIKE ALFRED
Co-Founder & CEO
Digital Assets Data
DHRUV BANSAL
Co-Founder & CSO
Unchained Capital
DMITRIY BERENZON
Research Partner
Zenith Ventures
RON BULLIS
Partner
Lifeworks Advisors
CHRISTOPHER CALICOTT
PM – Alternative Investments
Dustin Trammell Family Office
DALE CHRYSTIE
Business Fellow, Blockchain Strategist
FedEx
CHARLES CUMELLO JR.
President & CEO
Essex Financial
TUUR DEMEESTER
Founder
Adamant Capital
TERRENCE DEMPSEY
Head of Product
Fidelity Digital Assets
CESARE FRACASSI
Associate Professor of Finance
University of Texas at Austin
RASHI GAJULA
Sr. Manager, Technology Solutions
Pioneer Natural Resources
BOBBY HENEBRY, CFA
Founder
HBCC
DAVE HENDRICKS
CEO & Co-Founder
Vertalo
TRAVIS KLING
Founder, CIO
Ikigai Asset Management
PAIGE KRIEGER
Program Manager
IBM Blockchain
BILL LAGGNER
Co-Founder
Bearing Asset Management
PARKER LEWIS
Head of Business Development
Unchained Capital
MEHRZAD MAHDAVI
Executive Director
FDP Institute
KATE MITSELMAKHER
General Partner
Bloccelerate VC
PHIL MOCHAN
Founder, Head of Strategy & Corporate Development
Koine
DIOGO MÓNICA
Co-Founder & President
Anchorage
KATHLEEN MORIARTY
Partner
Chapman and Cutler LLP
DAVID NAGE
Principal
Arca
GIDEON POWELL
Co-Founder and Advisor
HODL Ranch
TYRONE ROSS JR.
Founder & CEO
401
DARSH SINGH
Managing Director
Hazoor Partners
LEX SOKOLIN
Global Fintech Co-Head
ConsenSys
JACK TATAR
Managing Partner
Doyle Capital Management
BART STEPHENS
Co-Founder & Managing Partner
Blockchain Capital
RYAN TODD
Research Analyst
The Block
SUNAYNA TUTEJA
Head of Digital Assets & DLT
TD Ameritrade
MARCOS VEREMIS
Managing Director
Cambridge Associates
KAREN WENDEL
Chief Commercial Officer
Kingdom Trust
GREG XETHALIS
Partner
Chapman and Cutler LLP
MARK YUSKO
CEO & CIO
Morgan Creek Capital Management, LLC
2019 SESSIONS INCLUDED:
- Introduction to Digital Assets
- Digital Assets: An Alternative Asset Class?
- The State of Digital Assets
- Securing Your Digital Asset Investment
- Valuing Crypto Assets
- Blockchain Beyond Crypto: A Case For Blockchain-Based Enterprise Solutions
- Mining: How Does It Work and Impact My Investments
- The Deployment Perspective: Family Office Case Studies
- Fund Manager Due Diligence
- The Future of Tokenization of Traditional Assets
- The Current State of Regulation
- Portfolio Construction: Putting Digital Asset Strategies To Work
WHAT MAKES OUR EVENT UNIQUE:
- Agenda is strategy/portfolio construction-focused, not industry-focused
- Investment professional attendees only
- NO service provider registration available
- 10:1 ratio of buyside investment professionals to sponsors
- Maximum of 3 panelists on any given session
- 1 track program so no competing session at the same time as your presentation
- Optional one-on-one meetings
- High level media attendance
OUR 2019 SPONSORS
IN PARTNERSHIP WITH
WHO SHOULD ATTEND
Endowments • Family Offices • Foundations • Hedge Funds • High Net Worth Individuals • PE Funds • Pension Funds • Registered Investment Advisors (RIAs) • Retirement Plans • VCs • CPAs
CONTACT US
For media, sponsorships and speaking opportunities contact us:
(646) 321-1785