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

Produced by one of the original co-creators of Inside ETFs and in collaboration with one of the co-founders of the Lendit Conference, the Digital Asset Strategies Summit will focus on addressing the opportunities and challenges of today’s market and present a variety of innovative disciplines and portfolio construction ideas designed for today’s forward thinking money managers.

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OUR CONFERENCE CHAIRPERSON

LEX SOKOLIN

Partner – Global Director – Fintech Strategy | Autonomous Research

A futurist and entrepreneur focused on the next generation of financial services, Lex directs Fintech Strategy at Autonomous Research, a leading research firm for the financial sector, helping clients understand and leverage innovation. Lex is on the Board of Directors and previously was the Chief Operating Officer at AdvisorEngine (formerly Vanare), a digital wealth management technology platform that received a $25mm investment from Wisdom Tree.

>> Meet Lex

KEYNOTE SPEAKERS

Reuben Bramanathan

REUBEN BRAMANATHAN

Fund Manager
Coinbase Asset Management

Chris Calicott

CHRISTOPHER CALICOTT

Managing Director
Trammell Venture Partners

Rick Edelman

RIC EDELMAN

Executive Chairman
Edelman Financial Services

David Hirsch

DAVID HIRSCH

Senior Counsel and Cyber Liaison
SEC

Lou Kerner

LOU KERNER

Partner
CryptoOracle

Thomas Lee

THOMAS LEE

Co-Founder & Managing Partner
Fundstrat Global Advisors

Bart Stephens

BART STEPHENS

Co-Founder & Managing Partner
Blockchain Capital

Mark Yusko

MARK W. YUSKO

CEO & CIO
Morgan Creek Capital Management, LLC

FEATURED SPEAKERS

Dara Albright

DARA ALBRIGHT

President
Dara Albright Media

Gabriel Allie

GABRIEL ALLIE

Managing Partner
Ivireum Global LLC

Scott Army

SCOTT ARMY

Founder and CEO
Vision Hill Advisors

Stephen Brown

STEPHEN BROWNE, CFA

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

Julie Cooling

JULIE COOLING

Founder & CEO
RIA Channel

John Davi

JOHN DAVI

Founder | CIO
Astoria Portfolio Advisors

Andre Huaman

ANDRE HUAMAN

Partner
Three Bell Capital

Matt Jennings

MATT JENNINGS

CEO
Kingdom Trust

Matthew Johnson

MATTHEW JOHNSON

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

Sean Keegan

SEAN KEEGAN

Managing Partner
Digital Asset Strategies

James McDonald

JAMES McDONALD

Chief Investment Officer
Vishnu Wealth Management

Kathleen Moriarty

KATHLEEN MORIARTY

Partner
Chapman and Cutler LLP

Pete Najarian

PETE NAJARIAN

Sr. Vice President
Xapo Inc.

Paul Pagnato

PAUL A. PAGNATO

Founder and CEO
PagnatoKarp

Timothy Peterson

TIMOTHY F. PETERSON, CFA, CAIA

Investment Manager
Cane Island Alternative Advisors, LLC

Tyrone Ross Jr.

TYRONE ROSS JR.

Managing Partner
NobleBridge Wealth

Josh Schwartz

JOSH SCHWARTZ

Vice President
BitGo, Inc.

Chris Smith

CHRIS SMITH

Founder & CEO
phix Solutions Group

Greg Xethalis

GREG XETHALIS

Senior Counsel
Chapman and Cutler LLP

MEET ALL OF OUR SPEAKERS

PANEL DISCUSSIONS WILL INCLUDE:

  • The ABCs of Blockchain & Cryptocurrencies
  • State of the Digital Asset Market: A Legitimate Asset Class or Another Tulip Mania?
  • Investor Protection Focus
  • Valuing Crypto Assets
  • Cryptocurrencies vs. Gold
  • The Cryptocurrency Crystal Ball: Bull vs. Bear Debate
  • Performing Your Fund Manager Due Diligence
  • Fund Manager Showcase
  • Regulatory/Tax Update
  • 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
  • Anticipate a 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 SPONSORS

Autonomous Next
BitGo
Blockchain Capital
Champman and Cutler
Coinbase
Digital Asset Custody
Digital Asset Strategies
Fundstrat
Kingdom Trust
Xapo
MEET ALL OF OUR SPONSORS

IN PARTNERSHIP WITH

Barrons
CAIA
Crypto Briefing
Dara Albright Media
Hedge Fund Alert
HFA
Phix Solutions
Pitchbook
RIA
Unlock
Wall Street Journal

WHO WILL ATTEND

Investors in Attendance Will Include:

Endowments • Family Offices • Foundations • Hedge Funds • High Net Worth Individuals • PE Funds • Pension Funds • Registered Investment Advisors (RIAs) • Retirement Plans • VCs • CPAs

REGISTER NOW

THE VENUE

Hyatt Regency Dallas

300 Reunion Blvd E, Dallas, TX 75207
(214) 651-1234

We have set up a room block ($209/night) which expires September 24, 2018. Click Here to reserve a room. You may also book by calling (214) 651-1234. Please mention Digital Asset Strategies Summit when making reservations.

NOTE: It has come to our attention that a company called “Exhibition Housing Services”, also known as “Exhibit Hotel Management”, has been systematically contacting sponsors, speakers and attendees in an attempt to mislead them into believing that they are booking rooms for the conference and/or that the conference room block (and discounted rates) are no longer available. This company then tries to secure a credit card number, claiming they can book rooms for registrants at the conference hotel as well as other nearby hotels. THIS IS A FRAUD. Please disregard any communications from Exhibition Housing Services, or other similar entities, and contact Trisha White at trisha@fa-mag.com or (732)-450-8866 ext 36, conference director at Financial Advisor magazine with any questions or concerns.

CONTACT US

For media, sponsorships and speaking opportunities contact us:

404-382-8598

FROM THE BLOG

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]

Solving financial (which includes digital assets) illiteracy – the turtle always wins the race

I was at a party this weekend speaking with a financial advisor who told me that I’m an outlier when it comes to investing. He rattled off that I have IRAs, 529s for my kids and I understand that, in most cases, ETFs are better investment vehicles when compared to mutual funds. One of things he said that I practice that most people will never have the discipline to do is be patient and buy low. [Read more]

DASS Confirms Keynote Speakers

(From CRYPTOCOINUPDATES.COM) The Digital Asset Strategies Summit (DASS) is the premier ''allocators only'' all-in-one, 2-day due diligence solution for digital assets. DASS offers critical research and insight for institutional investors at this inflection point for digital asset investing. The Summit (October 16 - 17 - Dallas, TX) will focus on educating allocators of the opportunities and challenges of investing in digital assets as well as present a variety of innovative disciplines and portfolio construction ideas designed for today's forward-thinking money managers. [Read more]

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