VISION Agenda
(All times are Central Daylight)
Monday, June 9, 2025
2:30pm – 3:30pm CT
Registration
3:30pm – 5:30pm CT
Pre-Scheduled Speed Meetings
Meet with leading asset managers and service providers in a series of 15-minute meetings.
5:30pm – 6:30pm CT
Cocktail Reception
Join us for networking, cocktails and hors d’oeuvres.
Tuesday, June 10, 2025
8:00am – 8:55am CT
Registration & Continental Breakfast
8:55am – 9:00am CT
DACFP Welcome
Don Friedman, CEO | Digital Assets Council of Financial Professionals
9:00am – 10:00am CT
The Correct Crypto Allocation
The typical financial advisor’s crypto allocation is zero – and the few who are investing in crypto have mostly limited their allocation to low single digits. In this provocative session, Ric will blow this up, by introducing his new asset allocation model – and he’ll not only explain why the 60/40 is dead, but the correct crypto allocation for every client. You’ll be the very first to see Ric’s astonishing new asset allocation model, and the very first to witness a presentation that will quickly become the most talked-about crypto conversation of the year!
Ric Edelman, Founder | Digital Assets Council of Financial Professionals
10:00am – 10:30am CT
Morning Network Break
10:30am – 11:00am CT
Fireside Chat with Senator Bernie Moreno
Prior to his 2024 election, Sen. Moreno (R-Ohio) as Chair of CHAMP Titles, a trailblazer in blockchain technology. Hear his journey, why he felt compelled to run for the U.S. Senate, and the crypto legislation he and his fellow Senators are working on.
Ric Edelman talks with:
Senator Bernie Moreno (R–OH)
11:00am – 11:15am CT
Stablecoin Rapid Fire Q & A
Ric Edelman, Founder | Digital Assets Council of Financial Professionals
Don Friedman, CEO | Digital Assets Council of Financial Professionals
11:15am – 12:00pm CT
The Many Ways to Invest in crypto: Directly, ETFs, SMAs, VCs, Miners and more
The spot bitcoin ETFs were collectively the most successful ETF launch ever. They’ve given millions of investors easy access to bitcoin, but is a one-asset ETF the right solution for everyone? In this session, you’ll learn of the other choices available and how they compare to the ETFs – enabling you to decide what’s best for your clients and your practice.
Ric Edelman talks with:
Andreas Bodmeier, Partner & Co-Founder | MainGrid Infrastructure
Wills Reardon, Head of Capital Formation | Galaxy
Marcos Veremis, Partner | Accolade Partners
12:00pm – 12:30pm CT
The Newest Investor in Bitcoin: The States
You know President Trump wants to create a Bitcoin Strategic Reserve, but did you know that 28 states also have similar proposals? New Hampshire and Arizona have already passed such bills, and the state of Texas could be next. We will have a fascinating conversation describing the bill that’s moving through the Lone Star state’s legislature, why Texas feels it needs a bitcoin reserve and so much more.
Don Friedman talks with:
Lee Bratcher, President | Texas Blockchain Council
12:30pm – 1:30pm CT
Lunch for Delegates & Sponsors
1:30pm – 2:30pm CT
The Institutions are Coming – and What That Means for Crypto
The pro-crypto Congress and White House are virtually certain to provide the legislation and regulation that institutions have needed to engage with crypto. Many are already involved, and most others are now immersed in due diligence. Come get the latest thinking on crypto from some of the nation’s leading institutional investors.
Ric Edelman talks with:
Katherine Molnar, CIO | Fairfax County Police Officers Retirement System
Anthony Bassili, Head of Allocators & Tokenization | Coinbase Institutional
Lakshmi Narayanan, Vice Chair and Managing Partner | Patel Family Office
2:30pm – 3:15pm CT
Crypto Index Investing vs. Active Management: Why the Debate is Growing
Even in the world of crypto, the age-old debate of active vs. passive rages. Volatility is a trader/manager’s best friend, so should you adopt an active approach when investing in crypto? Find out in this riveting session.
Don Friedman talks with:
Colin Jones, Founder & CIO | Outerlands Capital
Samir Kerbage, CIO | Hashdex
Juan Leon, Senior Investment Strategist | Bitwise Asset Management
3:15pm – 3:45pm CT
Afternoon Networking Break
3:45pm – 4:15pm CT
There’s a Lot More to Crypto Than Just Bitcoin ETFs: The Crypto Strategies You Need to Know Today
You know about spot bitcoin ETFs, but they are just single-asset products that offer no yield, downside risk protection or custody options. Come discover the entire suite of crypto opportunities that are now available, to help you deliver crypto solutions your clients don’t know about. You’ll fain insights into crypto custody, yield, staking, trading and lending – the fastest growing financial products in the world that you can securely manage for your clients.
Ric Edelman talks with:
Bill Barhydt, CEO | Abra
4:15pm – 5:00pm CT
How Advisors are Adding Crypto to Client Portfolios
Meet some very successful financial advisors who have added crypto to client portfolios. You’ll get the guidance you need to counsel your clients about investing in crypto, and learn from fellow advisors how this new asset class best fits into a diversified portfolio.
Ric Edelman talks with:
Aneet Deshpande, CIO | Clearstead
Jacob King, Partner | Beaird Harris
5:00pm – 6:00pm CT
Cocktail Reception
Join us for networking, cocktails and hors d’oeuvres.
6:30pm CT
Dine Arounds with Our Sponsors
Join our sponsors at dinner for lively conversation and networking.
Wednesday, June 11, 2025
7:45am – 8:45am CT
Continental Breakfast
8:45am – 9:00am CT
Chair’s Recap and Intro to Day 2
Ric Edelman, Founder | Digital Assets Council of Financial Professionals
9:00am – 9:30am CT
Understanding Digital Assets Through the Lens of Economic History
Come explore how wealth has transformed across eras—from land to labor, industrial capital to digital capital—and what this history reveals about the rise of digital assets. Reviewing thefirst principles of economics with economist Alex Cartwright will demystify the value of digital assets without getting lost in the technology itself. You’ll gain a deeper understanding of how these emerging assets can unlock new opportunities for both investors and advisors – giving you the ability to see how integrating digital assets into modern portfolios provides true client value.
Ric Edelman talks with:
Alexander Cartwright, Chief Economist | Patel Family Office
9:30am – 10:00am CT
The Next Big Thing: Tokenization
Although everyone seems focused on bitcoin, the smartest are paying attention to tokenization. It will serve as the foundation for new products and services that are faster, cheaper, safer and more transparent, with profound implications for asset manager and financial advisors – not least because tokenization will eliminate the ETF and mutual fund industry, reshaping investment management in profound ways. This session will astonish you!
Don Friedman talks with:
Rick Lake, Founder | Narrative Alpha
Anthony Pecore, SVP, Digital Asset Management | Franklin Templeton
10:00am – 10:30am CT
Morning Networking Break
10:30am – 11:00am CT
Blockchain Infrastructure: A Fireside Chat on Decentralized Cloud
President Trump’s Executive Order creating a digital asset stockpile introduced many to the names of Solana and Cardano. Can you explain them to clients? Join us for a candid conversation on how the decentralized cloud is being built on the blockchain and what it means for the future of the internet. These protocols aim to deliver the services we associate with the traditional cloud – with added properties of resilience, self-sovereignty, data ownership – uniquely enabled and incentivized through crypto networks. Learn why these technologies are important and how they connect to the growing mega trends of robotics and AI.
Ric Edelman talks with:
Jonathan Victor, Co-Founder | Ansa Research
11:00am – 11:45am CT
Fireside Chat: Amazon Web Services: A Blockchain Case Study
Exchanges, payments and other financial services using blockchain technology rely on computer power provided by AWS – from onboarding customers and verifying IDs to monitoring transactions and identifying bad actors. In this fascinating session, you will learn how one of the most important technology companies is engaging enhancing the security and efficiency of blockchains.
Ric Edelman talks with:
Michael Greenwald, Global Head, Financial Innovation and Digital Assets, Head, Global Executive Relations | Amazon Web Services
11:45am CT
Conference Concludes
The Digital Assets Council of Financial Professionals reserves the right to alter the agenda without notice including the substitution or cancellation of speakers and/or topics.