History of DACFP

Our organization was conceived in 2018 by Ric Edelman, one of the top thought leaders in the financial services industry.

DACFP was created in July, when Ric invited Paul Pagnato of Pagnato Karp; Ray Sclafani of ClientWise; Alex Potts, CEO of Loring Ward; and Jamie McIntyre of Rewire Capital to its first meeting. A second, two-day event was held two months later in Chicago and attracted more than two dozen experts from the tech, consulting, regulatory, VC and advisory communities, including:

Eric Clarke CEO and Founder, Orion Advisor Services
Robert Gutman Co-Founder, Stone Ridge / CEO, NYDIG
Matt Higginson Partner, McKinsey & Company
Matt Hougan Chief Investment Officer, Bitwise Asset Management
Mary Catherine Lader COO, Blackrock
Ben Lawsky Head of Regulatory Affairs, Stone Ridge
Joseph Maugeri Managing Director, Corporate Relations, CFP Board
Mike O’Keefe President and Co-Founder, PKx
Tyler Page Head of Client Strategies, NYDIG
Paul Pagnato Founder, PagnatoKarp Wealth Management
Katrina Scott CIO, Mariner Wealth Advisors
Sterling Shea Global Head of Wealth and Asset Management, Dow Jones
Ian Sheridan Principal & Co-Founder, Vestigo Ventures
Jack Tatar Managing Partner, Doyle Capital Management
Cathie Wood CEO / CIO, ARK Invest

DACFP has since presented educational events for dozens of organizations, including Barron’s, Schwab, TD Ameritrade, T3, Dow Jones, Investment Advisers Association, and the Financial Planning Association. It has also hosted dozens of its own webinars and conferences, including March 2021’s VISION, the premier conference on blockchain and digital assets attended by more than 1,200 financial professionals.

DACFP gives financial professionals the ability to establish expertise in blockchain technology and digital assets through its online self-study program, the Certificate in Blockchain and Digital Assets®, webinars and conferences, video interviews with leaders in the field, the DACFP Yellow Pages and unmatched consulting services.

What began as a small, invitation-only meeting of forward-thinking, influential individuals has become a major organization sought-after by those in both the crypto and financial services industries, firmly establishing DACFP as the premier digital assets resource for the financial services industry.