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 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.
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.
Founder, CEO | MPI Investment Management, Inc.
David W. Pequet, 66, founded the independent registered investment advisory firm MPI Investment Management, Inc. in 1986. Located in the Chicago suburb of Hinsdale, MPI manages approximately 300 million dollars of fixed income, equity and balanced institutional and high net worth portfolios throughout the United States. During the last two decades MPI has been nationally recognized several times for its fixed income and equity investment management. MPI has been selected for the last seven years to Barron’s Top 400 U. S. Independent Investment Advisors. Prior to starting MPI Mr. Pequet specialized in fixed income sales at several Wall Street securities firms including Prudential-Bache and Mosley Securities. He earned his Engineering degree from Michigan State University in 1974. Following college Mr. Pequet was commissioned an Officer in the U. S. Navy and was in the Aviation Officer Flight Program. For the last 30 plus years, Mr. Pequet has been active at the executive level in several community and youth programs in the Hinsdale Illinois area, including 8 years as a board member of the Oak Brook Plan Commission, 6 years as a coach and Director of the Hinsdale Little League, and has been a Director and Treasurer of the Hinsdale Public Library Foundation since 2002. Since 1984 Mr. Pequet has been active with the Roger B. Chaffee Scholarship Fund in Grand Rapids Michigan as both a Director and Treasurer. David was a Director, Historian and past President of The Bond Club of Chicago. Mr. Pequet has been a member of the advisory board of the Security Traders Association of Chicago. David has been quoted and interviewed in several Wall Street venues including: Investment News, Wall Street Transcript, Money Manager Review and WLS 890 & WIND 560 Radio. In 2014 Dave and his wife Chris founded an annual charity event; Red, White & Blues, raising funds to support U.S. military personal, veterans and their families. Since 2015 Dave has chaired an annual 3-day Special Forces VIP Trip that supports The Special Forces Scholarship Fund. Mr. Pequet has been married to Christine for 42 years and they have two sons whom are both in the investment business.
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.
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.
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.