Digital Asset Strategies Summit

THOUGHTS FROM OUR FOUNDER

THE PREMIER “ALLOCATORS ONLY” ALL-IN-ONE, 2-DAY DUE DILIGENCE SOLUTION FOR DIGITAL ASSETS

Designed specifically for investment professionals 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 one of the co-founders of the Lendit Conference as well as the Advisor Blockchain and Cryptoasset Council (ABCC).

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 Advisor Blockchain and Cryptoasset Council (ABCC).

2019 CHAIRPERSON SPONSOR

THE ADVISOR BLOCKCHAIN AND CRYPTOASSET COUNCIL

The Advisor Blockchain and Cryptoasset Council is dedicated to advancing the RIA community’s awareness, knowledge and understanding of blockchain and cryptoassets so financial advisors can effectively give their clients advice about these disruptive technologies.

Thanks to ABCC’s leadership, financial advisors can connect with regulators and academia to explore blockchain and cryptoassets, and be introduced to innovators that offer products and services in this field that are of value to RIAs and/or their clients.

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REUBEN BRAMANATHAN

Fund Manager
Coinbase Asset Management

CHRISTOPHER CALICOTT

Managing Director
Trammell Venture Partners

DAVID HIRSCH

Senior Counsel and Cyber Liaison
SEC

MATT HOUGAN

Global Head of Research
Bitwise Asset Management

LOU KERNER

Partner
CryptoOracle

THOMAS LEE

Co-Founder & Managing Partner
Fundstrat Global Advisors

LEX SOKOLIN

Partner – Global Director – Fintech Strategy
Autonomous Research

BART STEPHENS

Co-Founder & Managing Partner
Blockchain Capital

MARK W. YUSKO

CEO & CIO
Morgan Creek Capital Management, LLC

2018 FEATURED SPEAKERS

DARA ALBRIGHT

President
Dara Albright Media

GABRIEL ALLIE

Managing Partner
Ivireum Global LLC

SCOTT ARMY

Founder and CEO
Vision Hill Advisors

STEPHEN BROWNE, CFA

Director, Chief Investment Officer, Chief Compliance Officer
Paul Comstock Partners

JULIE COOLING

Founder & CEO
RIA Channel

JOHN DAVI

Founder | CIO
Astoria Portfolio Advisors

TUUR DEMEESTER

Founder
Adamant Capital

DON FRIEDMAN

Founder & CEO
JV Events Group

MATT JENNINGS

CEO
Kingdom Trust

MATTHEW JOHNSON

Chief Product Officer, Co-Founder
Digital Asset Custody Company (DACC)

SEAN KEEGAN

Managing Partner
Digital Asset Strategies

JAMES McDONALD

Chief Investment Officer
Vishnu Wealth Management

KATHLEEN MORIARTY

Partner
Chapman and Cutler LLP

PETE NAJARIAN

Sr. Vice President
Xapo Inc.

PAUL A. PAGNATO

Founder and CEO
PagnatoKarp

TIMOTHY F. PETERSON, CFA, CAIA

Investment Manager
Cane Island Alternative Advisors, LLC

MARK RASMUSSEN

Partner
JONES DAY

TYRONE ROSS JR.

Managing Partner
NobleBridge Wealth

KYLE SAMANI

Managing Partner
Multicoin Capital

JOSH SCHWARTZ

Vice President
BitGo, Inc.

CHRIS SMITH

Founder & CEO
phix Solutions Group

MARK THORSEN

COO
Yeoman’s Capital

GREG XETHALIS

Senior Counsel
Chapman and Cutler LLP

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PANEL DISCUSSIONS INCLUDED:

The ABCs of Blockchain & Cryptocurrencies
State of the Digital Asset Market: A Legitimate Asset Class or Another Tulip Mania?
Securing Your Digital Asset Investment
Valuing Crypto Assets
Real World Use Cases of Cryptocurrencies & Blockchain
The Cryptocurrency Crystal Ball: Bull vs. Bear Debate
Performing Your Fund Manager Due Diligence
Tokenization of Traditional Assets
Regulation & SEC Enforcement
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

MEET ALL OF OUR SPONSORS

THE 2018 PROGRAM WAS IN PARTNERSHIP WITH

For media, sponsorships and speaking opportunities contact us:

(646) 321-1785

Dara Albright: Sharing the Inspirational Wealth

Last week I had the privilege of speaking at the Digital Asset Strategies Summit (DASS), in Dallas, where prominent institutional investors and industry thought leaders gathered to explore crypto investing strategies. To say that it was the most inspirational conference I had ever attended would be an understatement. [Read more]

Gabriel Allie – Get ready for BTC to breakout next week

With BTC beginning to test the high price point of the current wedge we are coming to the end of the trend. Therefore, BTC will be making a decision which direction it will be breaking out by roughly October 16 (the day I will be doing a live trading demo at Digital Asset Strategies Summit). [Read more]

DASS Adds Adamant Capital’s Tuur Demeester and Trammell Venture’s Christopher Calicott to Wall Street-Dominated Speaking Faculty

(DASS), the premier "allocators only" all-in-one, 2-day due diligence solution for digital assets, announced its updated agenda and new speakers for its upcoming event. The Summit offers critical research and insight for institutional investors interested in learning about digital assets. A top tier group of Wall Street veterans and cryptocurrency experts help to educate investors on the most important issues in the digital assets space including volatility, custody/security, regulation/legal, risk management, valuation and portfolio construction. The event offers seven hours of continuing education credits. [Read more]

Lex Sokolin – How Digital Assets will Take Over Your Asset Allocation

Over the last 10 years, there have been four separate themes for blockchain-based assets. The first, Bitcoin, is a global macro motivated play with aspirations to power payments and store inflation-protected value. Conceived by cypherpunks and techno-utopians, Bitcoin has dozens of millions of users and has run a production-level platform for a decade. Whether we like it or not, it works, and $7 trillion of traditional gold investment is at play. [Read more]

Lou Kerner – Over the next 7-10 years, Security Token market cap will top $10 trillion

Lou Kerner is a Founding Partner of CryptoOracle. He is recognized as one of the most influential crypto bloggers. At one point in his storied career, he was an angel investor, best known for investing in Facebook and writing the first Wall Street style research report on the company in 2010. We recently sat down with Lou as he shared his thoughts on the economic impact of tokenizing private assets. [Read more]

Ric Edelman – Most Wall Street executives are older, scared and unaware of the speed of innovation brought about by exponential technologies

Ric Edelman is the Executive Chairman of Edelman Financial Services. Previously ranked the nation’s #1 Independent Financial Advisor three times by Barron’s, Ric is regarded as one of the nation’s top financial advisors We recently spoke with Ric as he explained why firms pledging to stay away from cryptos “will be eating their words”. [Read more]