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.
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.
Managing Partner | Ivireum Global LLC
Gabriel Allie, managing partner at Ivireum Global, started his entrepreneurial experience in the tech space by founding two companies that have successfully raised seed rounds and have launched applications onto the iTunes store. He learned about the cryptocurrency space by investing in early-stage blockchain projects. Gabriel helped negotiate the private presale allocations and bonuses, including working with the Nucleus.Vision team.
Gabriel has invested in ICOs including 0X, Chain Link, Request Network, PundiX, Oasis Labs etc. These investments have given him the insight of what it takes to launch a successful ICO and explain the projects for investors to understand. He is also a Government Blockchain Association certified blockchain consultant. Currently, he is advising blockchain-based projects including Daplie Inc. and Gemstra. In parallel, he is analyzing charts for momentum trading with digital assets on exchanges like Bitmex and Binance.
Fund Manager | Coinbase Asset Management
Reuben Bramanathan is the Fund Manager for Coinbase Asset Management. Reuben led the creation of Coinbase Index and is responsible for the management of Coinbase Index Fund. He has been investing in cryptocurrencies since 2013, and as a former lawyer, has been advising clients on the legal aspects of bitcoin and blockchain technology since 2014. He wrote and lectured the world’s first postgraduate course on the Regulation of Digital Currency, at the University of Nicosia in 2015, and co-authored the industry leading legal research paper The Blockchain Token Securities Law Framework in 2016.
Stephen Browne, CFA
Director, Chief Investment Officer, Chief Compliance Officer | Paul Comstock Partners
Mr. Browne provides leadership to the firm as Chief Investment Officer. His responsibilities include the supervision of the research staff in all areas of investment strategic planning, delegated manager evaluation and performance monitoring, asset allocation strategies, capital market analysis, and all private equity and real estate due diligence efforts. Steve also serves as Chief Compliance Officer for the firm.
Prior to joining Comstock in 1998, Steve interned at Stonegate Securities as a stock analyst and DFW Airport as an operations analyst. He also served as a securities analyst for the William C. Connor Foundation Educational Investment Fund.
Steve is a CFA® charterholder and a member of the Houston Society of Financial Analysts. He received his MBA from Texas Christian University, with a concentration in Finance and received his Bachelors from the University of North Texas. He currently serves on an advisory board for Including Kids Inc., a Houston-based nonprofit focusing on providing services to children and young adults with Autism. He is also a member of Guitar Houston, a local organization dedicated to promoting the classical guitar.
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.
Managing Director, Founder, CIO | Astoria Portfolio Advisors
John Davi has 19 years of experience spanning across Macro ETF Strategy, Quantitative Research & Equity Derivatives. John spent 8 years as the Head of Morgan Stanley’s Institutional ETF Content where he advised many of the world’s leading investment management firms in quantitative ETF portfolio construction and implementation. John spent 10 years at Merrill Lynch as an Equity Derivatives & Quantitative Strategist. In 2017, John founded Astoria Portfolio Advisors, an investment management firm that specializes in Quantitatively driven and Cross Asset ETF portfolio management. Astoria’s competitive edge is our research, our deep portfolio construction background and our ETF product expertise.
Executive Chairman | Edelman Financial Services
For 30 years, Ric Edelman has worked to teach everyday people about personal finance. He’s widely regarded as one of the nation’s top financial advisors, having been ranked #11 on the 2017 list of the nation’s Top Wealth Advisors by Forbes. He was previously ranked the nation’s #1 Independent Financial Advisor three times by Barron’s. Ric is the 2017 recipient of the IARFC’s Loren Dunton Memorial Award for Lifetime Achievement for his “substantial contribution to the financial services profession and the financial interests of the public.” He is an inductee of Research magazine’s Financial Advisor Hall of Fame, and has been named among the “15 most transformative people in the industry” by InvestmentNews and one of the investment advisory field’s “10 most influential figures” by RIABiz. Ric is also a #1 New York Times bestselling author who has written nine books on personal finance. His most recent, The Truth About Your Future, was published in March 2017. For more information about Ric Edelman, visit https://www.edelmanfinancial.com/about-us/about-ric.
Ric Edelman, Executive Chairman of Edelman Financial Services, LLC, a Registered Investment Advisor, is an Investment Advisor Representative who offers advisory services through EFS and is a Registered Representative and Registered Principal of, and offers securities through, EF Legacy Securities, LLC, an affiliated broker/dealer, member FINRA/SIPC.
Senior Staff Attorney, Division of Enforcement, Fort Worth Regional Office | U.S. Securities and Exchange Commission
Dave Hirsch joined the SEC in 2015 as an enforcement attorney. Prior to his service with the SEC, Dave was a litigator with the law firm of McDermott, Will & Emery, and later he co-founded and ran a private investigation firm focused on securities fraud investigations. He graduated from Pomona College and UCLA School of Law, and then served as a law clerk to the Honorable Edward J. Schwartz, United States District Judge, Southern District of California. Dave is the Cyber Liaison in the Fort Worth Regional Office and is a member of the SEC Digital Ledger Technology Working Group and the Dark Web Working Group. He received the SEC Staff Excellence Award in 2018.
Global Head of Research | Bitwise Asset Management
Matt Hougan is the Global Head of Research for Bitwise Asset Management, creator of the world’s first cryptocurrency index fund. In that role, he helps create the indexes that underlie Bitwise’s investment products and conducts fundamental research into the role cryptoassets can play in a diversified portfolio. His thoughts on crypto have been profiled in Barron’s, Bloomberg, The Wall Street Journal, The New York Times, Institutional Investor, CNBC and many other publications.
Hougan was previously CEO (and is still Chairman) of Inside ETFs, creator of the world’s largest ETF conferences. Earlier, he was CEO of ETF.com, where he led the development of the first institutionally oriented ETF ratings system, co-authored the CFA Institute’s “Monograph on ETFs” and was a three-time member of the Barron’s ETF Roundtable.
Hougan serves on the Board of Directors of Equbot, creator of the world’s first artificial-intelligence-driven family of ETFs, and is an advisor to StratiFi.
CEO | Kingdom Trust
Matt Jennings is the CEO at Kingdom Trust, where he has propelled the company into the digital asset market as the first qualified custodian of cryptocurrencies. In 2009, Matt co-founded SBG 1320, LLC, the parent company of Kingdom Trust. A Certified General Real Estate Appraiser and licensed agent, Matt manages a multimillion-dollar real estate portfolio. Matt’s interest in investing in real estate and other alternative assets led him to co-found Kingdom Trust.
Chief Product Officer, Co-Founder | Digital Asset Custody Company (DACC)
Matthew is a Microsoft alum with over 20 years experience leading technology teams. He has spent the last 15 years running technology operations at York Capital Management, Trafelet & Company, Hazeltree Treasury Solutions, Bank of New York, and FIS.
CEO | Digital Asset Strategies
Sean manages the investment strategy at DAS, and regularly advises family offices on how to approach investing in “blockchain” as a theme within a broader portfolio. Prior to founding Immediately prior to founding DAS, Sean served as business analyst at Rayliant Global Advisors, a Hong Kong asset manager with $24b of assets under supervision. Before that, Sean Co-founded Element 16 technologies, an thermal energy storage start-up supported by scientists from JPL and over $2m in funding from agencies like the California Energy Commission and ARPA-E. He is an investor in 5 blockchain-based businesses in California, New York, and Germany; and has an MBA from the UCLA Anderson School of Management.
Partner | CryptoOracle
Lou Kerner is a Founding Partner of CryptoOracle, a Crypto VC and Advisory firm focused exclusively on investing and advising entities leveraging, blockchain, cryptocurrency, smart contracts and decentralization. CryptoOracle Co-Host’s BlockFin, the largest Crypto Focused FinTech Conference in the world. Lou has been a Crypto enthusiast, investor, public speaker and thought leader since 2013, when the Wall Street Journal called Lou “Wall Sreet’s Bitcoin Expert”. Lou regularly hosts conference calls and Meetups with Crypto industry innovators attended by hundreds of Crypto enthusiasts and investors from around the world. Lou is currently ranked among the Top 5 most influential Crypto bloggers on Medium, regularly keynotes major Crypto industry events, and often appears on TV or in print talking about Crypto.
Prior to CryptoOracle, Lou was a Partner at the decentralized VC, Flight, where he managed The Israel Founders Syndicate. Prior to Flight, Lou was the Managing Partner of The Social Internet Fund (SIF), which invested in shares of rapidly growing tech companies. Prior to SIF, Lou was an angel investor, best known for investing in Facebook and writing the first Wall Street style research report on the company in 2010. Before angel investing, Lou ran two digital companies, Bolt (the largest social network before MySpace), and .tv, which commercialized the top-level domain (.tv) licensed from the tiny island nation of Tuvalu. .tv was acquired by Verisign. Prior to .tv, Lou had a distinguished career as an equity analyst following media and tech companies for Goldman Sachs and Merrill Lynch.
Lou has a B.A. from U.C.L.A. and an MBA from The Stanford Graduate School of Business.
Thomas J Lee, CFA
Co-founder and Managing Partner | Fundstrat Global Advisors
Thomas has over 20 years of experience in macro markets and equity research. Prior to co-founding the independent strategy research boutique, Fundstrat Global Advisors, he served as Chief Equity Strategist of J.P. Morgan Chase & Co. from 2007 through 2014. And prior to that, was both a highly regarded telecommunications equity research analyst and also small -cap equity/ bankruptcy/reorg strategist (2004-2010).
His clients view his work as both contrarian and highly differentiated, as his approach incorporates an extensive study of historical fundamentals, reliance on credit and cross market leading indicators, as well as market-based views driven by positioning and sentiment.
In his career focusing on technology and wireless companies, investors viewed his approach as deeply fundamental and contrarian. He identified many major shifts in that sector, premised on the notion that outcomes were more dependent on capital expediency, not investor perception.
Some past examples of this approach include his advocacy of reorg investing during the early 2000s. Becoming secularly bullish on equities in 2009. Recommending a recovery in housing in 2012, and arguing that by 2016, the reset of credit scores would seriously boost demand—which indeed was the case.
Recently, he has brought this focus onto Crypto-currencies and blockchain, as the innovation of this area looks like a rejuvenation of the industrial/technological revolution.
He has also received numerous award and recognition during his career. He has been top ranked by Institutional Investor (II) and from 1998 to 2013, was top-ranked 1, 2 or 3 every single year.
He was at J.P.Morgan from 1999 to 2014. He has previously served as Managing Director at Salomon Smith Barney from 1996-1999. And prior to that was at Kidder, Peabody and Oppenheimer.
He is a CFA® charterholder and a member of the New York Society of Security Analysts (NYSSA) and the Economic Club of NY.
He received his BSE from the Wharton School at University of Pennsylvania with concentrations in Finance and Accounting.
Chief Investment Officer | Vishnu Wealth Management
James is Chief Investment Officer of Vishnu Wealth Management, a Los-Angeles based Registered Investment Advisor focused on growth investing for high net worth investors. James is a 22-year veteran of the investment industry and was named one of America’s top 10 investment advisors by ETF.COM in 2012. He has held senior roles within Fortune 500 firms in brokerage, wealth management and trading. Prior to founding Index Strategy Advisors, Inc. in 2010 he was the Director of Strategic Initiatives for the $12 billion Wealth Management Group at BBVA Compass. James graduated with a Bachelor of Liberal Arts from Harvard University.
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.
Sr. Vice President – Institutions | Xapo, Inc
Pete is Senior Vice President of Institutions at Xapo. Pete has worked or over 20 years in international finance. His previous roles include serving as Global Head of Emerging Markets Sales for both Royal Bank of Scotland and UBS, and as Head of Institutional Client Coverage-APAC for UBS. Pete has also served on numerous industry Boards including the Foreign Exchange Management Committee for the Monetary Authority of Singapore.
Paul A. Pagnato
Founder and CEO | PagnatoKarp
Paul A. Pagnato is founder and CEO at PagnatoKarp, transparent family wealth advisors with $3.8B assets under advisement¹, and founder of PKx whose mission is to positively impact a million lives through True Fiduciary® transparency. A top ranked financial advisor by Barron’s and Forbes², Paul has been advising HNW families for over 25 years. He is a frequent contributor to CNBC, WSJ and Bloomberg and a sought-after speaker at advisor conferences and business schools around the nation. A graduate of Florida Atlantic University, Paul spent 19 years at Merrill Lynch, founding their DC Private Banking & Investment Group, and serves on The Institute for the Fiduciary Standard board.
PagnatoKarp manages complex family needs through investment, planning, tax, legal, private banking, family governance and concierge, fusing global financial access with personalized services and innovative technology to help streamlines lives. Through Barron’s In Education, PagnatoKarp sponsors top universities to strengthen financial literacy and foster tomorrow’s leaders.
Timothy F. Peterson, CFA, CAIA
Investment Manager | Cane Island Alternative Advisors, LLC
Timothy is the founder of and portfolio manager for Cane Island Alternative Advisors, which manages a global macro investment strategy. Timothy is an emerging expert on cryptocurrency investment and valuation. Past experience includes serving as CFO for a Houston-based financial firm where he had responsibility for co-managing an option-hedged equity strategy.
Timothy authored the very popular “Metcalfe’s Law as a Model for Bitcoin’s Value” (Alternative Investment Analyst Review, Q2 2018, Vol 7. No. 2) as well as a book “Performance Measurement for Alternative Investments” (Risk Books: 2015), and has spoken at conferences around the world.
Tyrone V. Ross Jr.
Managing Partner | Noblebridge Wealth Partners
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.
Managing Partner | Multicoin Capital
Kyle is a serial tech entrepreneur from Austin, TX. He’s a thought leader in the crypto ecosystem who is widely recognized for his unique insights. He has been programming since he was 10 years old.
Prior to founding Multicoin, Kyle founded Pristine, which built software for Google Glass for use by surgeons. Under his leadership as CEO, Pristine grew to millions in revenue and raised over $5M in venture capital before being acquired.
Kyle holds degrees in Finance and Management from NYU Stern.
Vice President, Institutional Sales | BitGo, Inc.
Josh has more than 15 years of leadership experience in financial services. He brings a strong background in trading technologies and transaction cost analysis, and has extensive capital markets experience across buy-side and sell-side firms. At Bloomberg, Josh led the global new business effort for Bloomberg Tradebook. Prior to Bloomberg, Josh served as Head of Business Development at Axiom Investment Advisors, LLC. and as VP of Business Development for Cantor Fitzgerald’s eSpeed (acquired by Nasdaq in 2013). Josh also co-founded the Trior Group, a buy-side advisory business optimizing execution costs and commission allocation policies.
P. Bart Stephens
Co-founder & Managing Partner | Blockchain Capital
Bart Stephens is Co-founder and Managing Partner of Blockchain Capital, the most established VC firm in the Blockchain sector, the first VC firm to raise a venture fund through an ICO, and the most active VC investor in the sector, with 75 portfolio companies across four funds. Their focus and domain expertise give them early knowledge of upcoming ventures as they are sought after as a strategic partner, investor and brand, unlocking opportunities that aren’t otherwise available and resulting in outstanding returns. Bart is also a Managing Partner and Founder of Stephens Investment Management, a family owned and operated hedge fund and venture capital firm. Bart has a background of 20 years as both an operating entrepreneur and a venture capitalist. Bart earned a B.A. in Political Science from Princeton University.
COO – Yeoman’s Capital
Mark Thorsen is COO of Yeoman’s Capital, the first family office of its kind that invests exclusively in seed stage blockchain projects. Yeoman’s Capital is the personal family office of David Johnston, a blockchain luminary who founded the first angel investment group in crypto in 2013 (Bit Angels), and the first venture fund in crypto in 2014 (the DApps Fund). Prior to joining Yeoman’s Capital, Mark led due diligence for the most active angel investment group in the US – the Central Texas Angel Network. Mark has been actively investing in crypto since 2013, began his career in finance, and has a degree in Economics from UC-San Diego.
Senior Counsel | Chapman and Cutler LLP
Greg Xethalis is senior counsel 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 exchanges and custodians, 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.
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.