The Digital Asset Strategy Summit (DASS) speaking faculty consisted of leading allocators, fund managers, analysts, legal experts and custodians who provided key insights to help institutional investors better understand overall portfolio construction within the blockchain and crypto space as well as how these strategies fit within their broader traditional portfolio.

Dara Albright

Dara Albright

President | Dara Albright Media

Dara Albright is a recognized authority, thought provoker and frequent speaker on topics relating to fintech, digital-, peer- & crowd- finance.

Albright has held a distinguished 26 year career in IPO execution, investment banking, corporate communications, financial marketing as well as institutional and retail sales. She is a visionary who continues to introduce modern technologies, tools and investment products to the financial community.

Albright was one of the earliest voices covering the JOBS Act and advocating for greater democracy in the equity and credit markets. She produced the nation’s very first crowdfunding conference in January 2012 which was headlined by key JOBS Act
architects: Congressman Patrick McHenry and Dave Weild. That event helped birth the crowdfinance movement and led to the establishment of the industry’s trade and leadership organizations – which she co-founded.

In 2013, she co-founded LendIt, the largest and most recognized global p2p & online lending conference organization. In 2015, she co-founded FinFair, the first conference platform to feature the leadership, products and technologies driving the crowd-centric retail alternatives market. In 2016, she founded FinTechREVOLUTION.tv, a groundbreaking online financial channel for the masses that highlights how technology is being employed to make personal finance and retirement planning interesting, entertaining, simple and interactive. Some of the most prominent figures in the fintech industry as well as the legislature continue to participate in Albright’s programs.

Her leading-edge articles and white papers that have helped shape and continue to set the direction of the crowdfinance and fintech industries can be found on BanklessTimes, Equities.com, Crowdfund Insider, Crowdfund Beat, Seeking Alpha, Investing.com, FINalternatives, Real Assets Adviser, CNBC and Business Insider. Albright has been featured in the NY Times, Forbes, Huffington Post, ABA Banking Journal, Thestreet.com, Private Wealth Magazine as well as in a number of leading industry trade publications.
Albright continues to help issuers, investors as well as financial service providers across the globe capitalize during this unprecedented period of financial industry disruption and regulatory reform. Prior firms she worked for include: Unterberg Towbin, Morgan Stanley Dean Witter, Divine Capital and Citigate Dewe Rogerson. She is a graduate of the George Washington University and has held securities industry Series 7, 24, 31 and 63 licenses.

Mike Alfred

Mike Alfred

Co-Founder, CEO | Digital Assets Data

Mike Alfred is Co-Founder and CEO of Digital Assets Data. He is responsible for the strategic vision and leadership of the company. Previously, Mike was Co-Founder and CEO of BrightScope, a data and financial technology firm serving the world’s largest asset managers, which was acquired by Strategic Insight in 2016. He is a prolific investor in public and private companies and currently sits on the board of directors of Crestone Group and Hohm. Mike received his bachelor’s degree in history from Stanford University.

Dmitriy Berenzon

Dmitriy Berenzon

Research Partner | Zenith Ventures

Dmitriy is a Research Partner at Zenith Ventures, a multi-strategy venture fund for the blockchain ecosystem. Prior to this, Dmitriy worked with CoinFund, where he conducted investment due diligence and research, and co-founded a cryptoasset portfolio management platform, where he led business development and operations. Prior to this, Dmitriy was an Assistant Vice President at Deutsche Bank Labs, where he engaged with startups, investors, and academia to discover, evaluate, and adopt innovative technologies into the Bank. Dmitriy received his MBA at the University of California, Berkeley-Haas School of Business.

Chris Calicott

Christopher Calicott

Managing Director | Trammell Venture Partners

Christopher Calicott is managing director of Trammell Venture Partners, an Austin-based venture capital firm focused on investing in highly technical seed- and early-stage startups in three core technology domains: Machine Intelligence, Blockchain Technology, and Cybersecurity. Thematic around these disruptors, the general partner of Trammell Venture Partners has subject matter expertise in these technologies, which it uses to support portfolio companies both from a technical diligence and a product development standpoint.

Calicott marries his own technology background with expertise in disruptive data analytics, machine intelligence, and multi-sided platform strategies, business development, and early-stage company growth mechanics. He is an advisor and mentor to early stage founders and also a coach to startups in a number of accelerator programs. Recently he’s being called on to consider the impact of new market phenomena like token offerings on the venture industry ecosystem, including issues ranging from governance and capital efficiency concerns, to valuations due to on-balance-sheet crypto assets, to venture capital industry disruption potential, and what he believes will be an acceleration toward the tokenization of traditional securities and non-digital assets.

Dale Chrystie

Dale A. Chrystie

Business Fellow, Blockchain Strategist, Chairman | BiTA Standards Council

Dale Chrystie is Business Fellow, Blockchain Strategist, domiciled in the Memphis, Tennessee area. He is Chairman of the Blockchain in Transport Alliance (BiTA) Standards Council, and is a member of the Blockchain Research Institute. He was awarded the inaugural Enterprise Blockchain Award in Enterprise & Industry Leadership.
Dale’s career in transportation began more than 30 years ago at Con-way, Inc. From there, he joined American Freightways, which would eventually become FedEx Freight. In addition to his work leading the first proof of concept at FedEx using Blockchain technology, he has extensive experience in Strategy, Quality, Process Improvement, Portfolio Management, Human Resources, Operations, Sales, Education, Risk, and Standards Development.
He holds a degree in education from the University of Arkansas, with an emphasis in teaching adults. In his spare time, Dale enjoys riding and racing bicycles. He and his wife Gayle have two grown children, Teague and Taryn.

Charles Cumello

Charles R. Cumello Jr.

President & CEO | Essex Financial

Charles Cumello has 30 years of experience in the financial services industry. He joined Essex Financial in March 2009 as the firm’s Vice President of Sales and Investments and was appointed President and CEO in December 2013.

Prior to joining the firm, Charles spent 13 years at Fidelity Investments in a variety of roles ranging from Financial Advisor to Branch Manager of the New Haven and West Hartford, CT Investor Centers. Charles was awarded Fidelity’s highest honor, being named to the Presidents Circle in 1997, 1998, 2000, 2001 and 2008.

He resides in Durham, CT with his wife and two children.

Terrence Dempsey

Terrence Dempsey

Executive Chairman | Edelman Financial Services

Terrence Dempsey is Product Manager at Fidelity Digital Assets, which provides enterprise-grade digital asset solutions for institutional investors.

Prior to joining Fidelity Investments, Terrence spent nearly 5 years as the operations lead for the Bitcoin Investment Trust (GBTC) at Digital Currency Group’s asset management arm, Grayscale Investments. Terrence has also spent time in various trading and capital markets roles at SecondMarket prior to its sale to Nasdaq.
Terrence holds a BS in Business Administration with a concentration in Finance from Marist College.

Cesare Fracassi

Cesare Fracassi

Associate Professor of Finance | University of Texas at Austin

Cesare is an associate professor of finance and the director of the blockchain initiative at the McCombs School of Business at the University of Texas at Austin.

His primary research interest is in corporate finance. His work includes peer-reviewed papers on fintech, corporate governance, credit rating agencies, small business financing, and the effects of social networks and culture on financial policies. His research has been published in the top finance journals, such as the Journal of Finance, the Journal of Financial Economics, the Journal of Financial and Quantitative Analysis, and Management Science. He presented his research at 50+ conferences and university seminars. He also has been a referee for top finance, management, and economics journals. In 2012/2013, he was a visiting professor at the Wharton School at the University of Pennsylvania. 

At McCombs, he teaches financial technology, corporate finance and valuation to MBA, MSF, and MSBA programs, and empirical corporate finance to PhD students. He also advises graduate students on their dissertations, and undergraduate students on their thesis.

Cesare received a summa cum laude 5-year BS-MS degree in Electrical Engineering from the Politecnico di Milano (Italy) in 1999, a Master in Business Administration from UCLA Anderson in 2004, and a PhD in Finance from UCLA Anderson in 2009. Before his MBA, he worked as strategic management consultant at Booz Allen and Roland Berger in Italy, and as summer intern at the United Nations in New York.

Rashi Gajula

Rashi Gajula

Sr. Manager, Technology Solutions | Pioneer Natural Resources

Rashi Gajula is a technology leader of 20 years, centering on O &G emerging technologies. She leads Software Development at Pioneer Natural Resources, and has hands-on experience in every aspect of Information and technology including digital transformation, management consulting, business processes improvement, policy & governance development, and IT management. She is a board member representing Pioneer Natural Resources at the O&G Blockchain Consortium. 

Her passion for finding new ways to implement technology is a clear driving force for digital transformation at Pioneer. She is a strong advocate of converting innovative ideas to viable solutions that simplify complex enterprise processes with use of relevant technologies and trends. 

Rashi has a track record of building cross functional teams with simple well-defined processes. She has a reputation in the firm for agile delivery of projects and products that have compelling value proposition and clear alignment with company strategy.

Bobby Henebry

Bobby Henebry, CFA

Founder | HBCC

Bobby Henebry, CFA is founder of HBCC, LLC, which began mining Ethereum in 2016 and moved on to advise startups (mainly in the blockchain space).  He has also spoken in 10 countries on the subject of blockchain and cryptocurrencies for various business groups (CFA Institute, FPA, Entrepreneurs Organization, etc). Bobby is also separately a partner at DM Capital, a long-only equity investment fund with a concentrated investment strategy in listed equities. 

Previously, he was a partner at SeaBridge Investment Advisors, advising wealthy individuals and family offices on global allocations across asset classes, and raising $200M for the firm. Bobby earned an engineering degree and MBA, both from Georgia Tech.  He is a member of the Society of International Business Fellows (SIBF), and is very active in both the Middle East Leadership Academy (MELA) and Central Eurasian Leadership Alliance (CELA), having traveled to over 50 countries. Bobby also loves music, and founded the YouTube channel Chord Savvy, a music education platform.

Bobby Henebry

Travis Kling

Founder, CIO | Ikigai Asset Management

Travis Kling is Founder & Chief Investment Officer at Ikigai Asset Management, a long/short multistrat hedge fund investing in crypto assets. Prior to founding Ikigai Asset Management in 2018, Travis spent 10 years in traditional finance. From 2008-2010, Travis was an investment banker at Simmons & Company in Houston, focusing on energy M&A. From 2011- 2015, he was a senior analyst at Magnetar Capital in Chicago, investing $4.6bn in long/short energy equities and non-control private equity and debt. From 2015-2017, Travis was a Portfolio Manager at Point72 in New York, where he managed a $200mm L/S equities portfolio. Travis has a BS in Accounting and a MS in Finance from Texas A&M University.

Paige Krieger

Paige Krieger

Program Manager | IBM Blockchain

Paige Krieger is the Blockchain Platform Digital Engagement Program Manager at IBM. She has worked on the IBM Blockchain business development team for the past two years, collaborating across industries with startups and enterprises alike to identify & validate blockchain use cases and minimum viable ecosystems using Design Thinking. Paige strives to connect innovators & business leaders, equipping them with the technological tools and expertise needed to accelerate the adoption of blockchain for business. In her current role as Digital Engagement Program Manager, she is responsible for enabling both existing and prospective customers to discover the value that IBM Blockchain Platform offers. Paige is especially passionate about the Blockchain for Social Good projects. Prior to starting at IBM, Paige attended Texas Christian University and studied abroad at Istituto Lorenzo de Medici in Florence, Italy.

Parker Lewis

Parker Lewis

Head of Business Development | Unchained Capital

Parker has a broad range of experience in financial services including investment banking, restructuring and asset management. Prior to joining Unchained, Parker worked at Hayman Capital Management, LP, a Dallas based alternative asset management. Prior to Hayman, he worked for FTI Consulting, Inc and Deutsche Bank Securities AG, respectively. Parker has an A.B in Economics from Duke University.

Mehrzad Mahdavi

Mehrzad Mahdavi

Head of Business Development | Unchained Capital

Dr. Mahdavi is a technology entrepreneur with focus on breakthrough digital transformation for the Fintech and the energy sectors. He is a recognized expert and frequent keynote speaker on application of AI, IoT, and Cloud computing in financial sector and industries.

Dr. Mahdavi managed major global businesses in the energy sector. He is currently the executive director of the Financial Data Professionals Institute (FDPI), a non-profit organization founded with CAIA. FDPI provides chartered designation, FDP, for the financial professionals working in the fast-growing field of AI and data science.

Dr. Mahdavi is a trusted advisor for global 500 firms in the field of digital transformation. Prior to this position, he served as the Chief Digital Officer of Weatherford International. He also had and a 22-year career in Schlumberger in variety of technical and management positions. Mehrzad holds a PhD in Nuclear Science and Technology from the University of Michigan a Bachelor of Science in Electrical and Electronics Engineering from the University of Illinois at Urbana-Champaign.

Phil Mochan

Phil Mochan

Founder, Head of Strategy & Corporate Development | Koine

Phil is the Founder, Head of Strategy & Corporate Development of Koine. He brings over 30 years of international experience across a diverse range of industries including telecoms, media, technology and payments.
He has founded, held CEO positions and managed international teams at a number of businesses in media and payments. He also has Non-Exec Board experience in a various number high growth companies.

Diogo Monica

Diogo Mónica

Co-Founder & President | Anchorage

Diogo holds a Ph.D. in computer science from the Technical University of Lisbon, and has worked in software security for over 12 years. As an early employee at Square, he worked with Anchorage Co-founder and CEO Nathan McCauley on the infrastructure security platform now used to move over $80B in annualized GPV. Diogo led the team that built the identity, access management, and response systems, helping Square earn a pristine reputation in the information security community as having best-in-class production security practices. At Docker, he and Nathan built and led the security team, and their code helps secure one of the core underpinnings of modern infrastructure: containers. 

Diogo is a sought-after public speaker on the topics of usable security, cryptography, and distributed systems, and serves as an advisor and board member to numerous startups. He served as a member of the technical oversight board of the Open Container Initiative, and volunteers for IEEE, the world’s largest technical professional organization, having served as the Chair of both the Disruptive Innovations and Public Visibility committees, reporting directly to the IEEE board of directors. Projects he maintains are industry standards for security, including the Notary project, accepted by the Cloud Native Computing Foundation; and the Glacier protocol, the gold standard for personal Bitcoin cold storage.

Kathleen Mariarty

Kathleen Moriarty

Partner | Chapman and Cutler, LLP

Kathleen Moriarty is a partner in Chapman’s Corporate and Securities Department and a member of the firm’s Investment Management Group. She has extensive experience representing investment companies with the creation, structuring, and development of new exchange-traded products (ETPs) and was actively involved in the development of SPDRs, the first US exchange-traded fund (ETF) as well as many other ETFs. Kathleen represents a wide variety of market participants in connection with ETPs as well as commodity-backed derivative securities and non- investment company exchange traded vehicles, such as the US ETFS precious metals trusts. She also advises index providers licensing their financial products to ETPs.

In addition, Kathleen represents US and foreign entities that are developing businesses involved in the virtual currency and blockchain spaces. She also consults with virtual currency businesses, especially with regard to securities law issues. In addition, she advises funds investing in blockchain companies and virtual currencies directly, as well as entities using the blockchain to underpin a variety of uses, such as clearing securities, constructing identification systems for stateless children and establishing repositories for legal data.

Kathleen is regularly quoted in the media about issues relating to ETPs, financial indexes, blockchain, bitcoin, and other virtual currency related matters. She is a frequent speaker at industry conferences and webinars, and has published articles on these topics.

Gideon Powell

Gideon Powell

Co-Founder and Advisor | HODL Ranch

Gideon O. Powell is the Co-Founder and CEO of Autonomous Crypto Corp. Gideon joined his family’s upstream oil and gas company, Cholla Petroleum inc, (“Cholla” ) in 2012 as Director of Acquisitions & New Ventures. In this role he identified, orchestrated and managed Cholla’s successful entrance into Permian basin of West Texas. He founded Autonomous Oil LLC in 2014, to invest alongside Cholla in deals he generated and sourced.

After successfully exiting a portion of his Permian investments, Gideon began studying the global power market for CO2 utilization projects. Through this work he and his team identified an opportunity for crypto currency mining and high performance computing. Gideon Co-Founded Autonomous Crypto in 2017 to take advantage of low cost and scalable electricity in Texas.

Gideon is passionate about Bitcoin, free markets, individual liberty, and building stronger communities. He is actively involved as an advisor to Buried Alive, an initiative focused on ending mass incarceration in America through systemic change by policy, people, and the podium. He resides in Dallas, Texas with his beautiful, smart, patient, Liberty minded wife and three amazing children.

Tyrone Ross Jr

Tyrone V. Ross Jr.

Founder, CEO | 401

Tyrone has more than a decade of experience in the financial services industry and recently started became Managing Partner at NobleBridge Wealth Partners. Tyrone has notable experience working with institutional, corporate and retail clients with diverse expertise advising clients on emerging technologies like Blockchain, AI and Cryptoassets. Tyrone has worked for large brokerage firms like Morgan Stanley and Merrill Lynch where he gained investment management experience leading him to break away and open his own independent firm where he has more flexibility and control over the advisory experience he can offer his clients. Tyrone is an established speaker having addressed employees at Etsy, Spotify, Uber and Wyndham as well as students at Columbia, York College and Montclair State University. Tyrone is a graduate of Seton Hall University and was also a 2004 Olympic Trials qualifier in track and field in the 400 meters.

Darsh Singh

Darsh Singh

Co-Founder & CIO | Hazoor Partners

Darsh Singh is the co-founder and the Chief Investment Officer of Hazoor Partners. Previously, he served as Portfolio Manager and Investment Committee Member at Satori Capital, a specialized alternative investment firm based in Texas. There, Mr. Singh’s primary role was to build the Satori Alpha platform,
where he was responsible for sourcing, diligence, and structuring seed and acceleration investments with emerging managers in niche markets. Prior to that, he served as a civilian and contract worker for the National Security Agency, where he worked in signals intelligence, developing and testing various tools.

Mr. Singh received an M.S. in Financial Mathematics from John Hopkins University and a B.S. in Engineering Science from Trinity University, where he was also captain of the NCAA basketball team. His jersey has been featured in the Smithsonian National Museum of National History. He is currently a mentor for the Techstars Impact program.

Tyrone Ross Jr

Lex Sokolin

Global Fintech Co-Head | ConsenSys

Lex is a futurist and entrepreneur working on the next generation of financial services. He is the Global
Fintech Co-Head at ConsenSys, a blockchain technology company building the infrastructure, applications, and practices that enable a decentralized world. Lex focuses on emerging digital assets, public and private enterprise blockchain solutions, and decentralized finance and autonomous organizations.

Previously, Lex was the Global Director of Fintech Strategy at Autonomous Research (acquired by AllianceBernstein), an equity research firm serving institutional investors, where he covered artificial intelligence, blockchain, neobanks, digital lenders, roboadvisors, payments, insurtech, and mixed reality. Before Autonomous, Lex was COO at AdvisorEngine, a digital wealth management technology platform, and CEO of NestEgg Wealth, a roboadvisor that partnered with financial advisors. Prior to NestEgg, Lex held roles in investment management and banking at Barclays, Lehman Brothers and Deutsche Bank.

Lex is a contributor of thought leadership to the Wall Street Journal, the Economist, Bloomberg, FT, Reuters, American Banker, ThinkAdvisor, and Investment News, among others. He is a regular speaker at industry conferences such as Money2020, LendIt, Schwab Impact, In|Vest, T3 Enterprise Edition, and Consensus. He earned a JD/MBA from Columbia University and a B.A. in Economics and Law from Amherst College.

Jack Tatar

Jack Tatar

Managing Partner | Doyle Capital Management

Jack Tatar is managing partner of Doyle Capital, a venture fund that invests in early stage companies in the “transformative technology” sectors of crypto assets, blockchain, distributed computing, AI and others. He’s the co-author of the current best seller, “Cryptoassets: The Innovative Investor’s Guide to Bitcoin and Beyond” (McGraw Hill , 2017) and the first book published on Bitcoin, “What’s the Deal with Bitcoins?” (2013) as well as books on retirement including “Having the Talk: The Four Keys to Your Parents’ Safe Retirement”.  Jack has been in the financial services industry for nearly three decades including as a financial advisor, corporate executive and owner of a leading market research firm focused on the industry.

Ryan todd

Ryan Todd

Research Analyst | The Block

Ryan joined The Block in January as an analyst covering the intersection of fintech, capital markets, and crypto. Previously, he worked at Deutsche Bank as an equity analyst in Financials & Payments, and more recently spent time at ConsenSys exploring the broader Ethereum ecosystem. Ryan’s area of research interest is to better understand the potential impacts of digital assets on both monetary and payment systems, as well as developments within institutional portfolios.

Sunayna Tuteja

Sunayna Tuteja

Head of Digital Assets & DLT | TD Ameritrade

Sunayna Tuteja is the Head of Digital Assets & DLT at TD Ameritrade. With more than ten years of diverse global experience, she has a proven record for building new ventures from scratch and leading the kind of change that is critical in shaping the future of business. In her current role, Sunayna is responsible for building a scalable blockchain and crypto practice within TD Ameritrade. This practice is inclusive of partnerships, investments and products to harness the growing power of distributed ledger technology.

Prior to this position, Sunayna launched a strategic partnerships & frontier tech practice at TD Ameritrade, inclusive of leading an entrepreneurial “tiger team” to build the next generation of products, experiences and business models needed to break down barriers to investing and engage more people on the platforms they use every day. Her team was responsible for delivering industry-first partnerships and products with cutting-edge startups and leading global technology companies including Apple, Amazon, Google, and Tencent. A life-long learner, Sunayna is working on her Juris Doctorate at Stanford Law with a focus on the impact and influence of disruptive technologies, and the future of jurisprudence. Outside of work and school, you can find Sunayna adventuring the skies in her Cessna. You can stay connected on Twitter @Sunayna.

Marcos Veremis

Marcos Veremis

Managing Director | Cambridge Associates

Marcos is currently a Managing Director at Cambridge Associates, an institutional investment firm. Marcos has worked in the firms’ Arlington, Boston and London offices for over 10 years. He works mainly with endowments and foundations in the US and Europe and has expertise in constructing customized alternative investment portfolios including hedge funds and venture capital. He is also leading the firm’s research in the crypto/blockchain space since January 2018. In the past, he initiated and led the firm’s work on activist investing and released the 2012 report “Introduction to Activist Investing”. Recently, Marcos and team released the report “Cryptoassets: Venture Into the Unknown”.

Karen Wendel

Karen Wendel

Chief Commercial Officer | Kingdom Trust

Karen J. Wendel has over 30 years of C-suite experience in executive and board member positions. Her background is in financial services, including experience in domestic and international regulatory requirements, technology, cyber security, identity, and transaction processing. She has been active in the blockchain and crypto asset space for over five years, working directly with major global banking entities as well as innovators in the blockchain ecosystem.

Karen is a highly knowledgeable leader and strategist, with a passion for detecting and leveraging growth opportunities. She has a proven record of restructuring and rebuilding organizations, including transforming the transaction banking business at a major global bank from a $500M declining play to a $2B growth engine in just under three years.

In her current role at Kingdom Trust, Karen is responsible for strategy, sales, and marketing activities. In addition, Karen is currently President and CEO of TrustChains, a boutique consulting firm that works with PE and VC firms to identify and evaluate potential acquisitions. She serves on the boards of two privately held entities and one public company.

Karen’s previous experience includes CEO and board roles at IdenTrust (now owned by HID Global Corp), a global identity solutions company based in San Francisco, and eFinance (acquired by IdenTrust) an identity and credit solutions company. Karen was brought into both companies by their investors to drive transformation and strategy. In addition to these companies, Karen was a partner at Capco, a global business and technology consulting firm, and a partner at Gemini Consulting, a global management consulting firm, where she led the financial services practice.
Karen is an author on financial management, payments, and supply chain integration; an advisor to U.S. Government agencies and the European Union on emerging technologies for payments and transaction processing, and a keynote speaker at major international banking conferences.

Karen earned degrees in International Relations and Economics from Brigham Young University, Provo, Utah.
Karen resides in San Francisco, CA with her family.

Greg Xethalis

Greg Xethalis

Partner | Chapman and Cutler LLP

Greg Xethalis is a partner in Chapman’s Corporate and Securities Department and a member of the firm’s Investment Management Group. He represents clients in financial services and emerging technology matters.


Greg counsels clients in the investment management, corporate, and digital asset/blockchain ecosystems. His representation of clients in the digital asset space has included registered and private fund sponsors, operators of digital asset trading, lending and custody platforms, bitcoin mining companies, clients developing tokenized platforms, and entrepreneurs and institutional clients experimenting with blockchain/DLT projects. He also counsels clients in developing ventures and building consortia to leverage blockchain technology in existing and new frameworks. Greg is a frequent speaker on developing regulatory issues relating to bitcoin, ethereum, and the adoption of distributed ledger technology.


Greg also advises investment advisers and boards of exchange-traded fund (ETF) and mutual fund platforms in matters including fund formation, registration of shares with the Securities and Exchange Commission (SEC), and ongoing compliance matters. He represents sponsors of exchange-traded commodities (ETC) and advisers to private funds.

Karen’s previous experience includes CEO and board roles at IdenTrust (now owned by HID Global Corp), a global identity solutions company based in San Francisco, and eFinance (acquired by IdenTrust) an identity and credit solutions company. Karen was brought into both companies by their investors to drive transformation and strategy. In addition to these companies, Karen was a partner at Capco, a global business and technology consulting firm, and a partner at Gemini Consulting, a global management consulting firm, where she led the financial services practice.
Karen is an author on financial management, payments, and supply chain integration; an advisor to U.S. Government agencies and the European Union on emerging technologies for payments and transaction processing, and a keynote speaker at major international banking conferences.

Karen earned degrees in International Relations and Economics from Brigham Young University, Provo, Utah.
Karen resides in San Francisco, CA with her family.

Mark W Yusko

Mark W. Yusko

CEO & Chief Investment Officer | Morgan Creek Capital Management

Mark W. Yusko is the CEO and Chief Investment Officer of Morgan Creek Capital Management, LLC, a registered investment adviser formed in July 2004 to provide investment management services based on the University Endowment Model of investing to wealthy families, individuals and institutional investors. Morgan Creek currently has $ 1.6 billion in assets under advisement in non-discretionary accounts and discretionary funds.

Prior to forming Morgan Creek, Mark served as the Chief Investment Officer for the University of North Carolina at Chapel Hill (UNC) from 1998 to 2004. Mark, and his team, founded the UNC Management Company (UNCMC) in July of 2002 to provide comprehensive investment advisory services to the University including strategic and tactical asset allocation, investment manager selection, manager performance evaluation, spending policy management and performance reporting. The Management Company was also responsible for providing Cash Management and Planned Giving Management services as well as aiding in the commercialization of University technology and real estate development projects. UNCMC also provided outsourced investment management services to select schools within the UNC System. Total assets under management were $1.5 billion, $1.2 billion of Endowment and $300 million of University working capital.

Prior to joining UNC, Mark was the Senior Investment Director for the University of Notre Dame Investment Office, where he joined as the Assistant Investment Officer, in October of 1993. He worked with the Chief Investment Officer in all aspects of Endowment Management including asset allocation, investment manager selection, manager performance evaluation, spending policy management and reporting to the Board of Trustees. Mark was primarily responsible for portfolio construction and was actively involved in establishing and building strong programs in real estate, private equity and marketable alternatives. Mark is an Advisory Board member of a number of private capital partnerships and alternative investment programs and has served as a consultant on alternative investments to a select group of institutions. He is currently a Board member of the MCNC Endowment and President and Chairman of the Investment Committee of The Hesburgh-Yusko Scholars Foundation at the University of Notre Dame, and President and Head of Investment Committee of the Morgan Creek Foundation which he established with his wife Stacey in 2005. Mark is a highly sought after speaker for many industry conferences and events and is a frequent guest on shows such as FOX Business News, CNBC and Bloomberg.

Mark received his Bachelor of Science Degree, with honors, in Biology and Chemistry from the University of Notre Dame in 1985 and a Master of Business Administration in Accounting and Finance from the University of Chicago in 1987.

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