VISION, the longest-running digital assets investment conference specifically for financial professionals, returns with cutting-edge educational content and actionable ideas from leading investors and industry thought leaders. Chaired by Ric Edelman, VISION gives you the information you need about crypto to attract new clients and AUM.

Designed for maximum learning experience:

  • No breakout sessions! All speakers on Main Stage, so you’ll never miss a session
  • Ample opportunity for Q & A
  • Private one-on-one meetings available to you


Ric Edelman

Digital Assets Council of Financial Professionals


Dave Hirsch

Chief, Crypto Asset and Cyber Unit
SEC, Division of Enforcement


Congressman Patrick McHenry

Chair, House Financial Services Committee
US House of Representatives

You’ll learn about:

  • The Crypto Investment Thesis
  • Increasing Diversification with Digital Assets
  • Crypto Custody
  • DeFi vs. CeFi
  • Stablecoins & CBDCs
  • Tokenization and NFTs
  • The Metaverse
  • Crypto Taxation, Regulation and Compliance

CE credits are being applied for. As a reference, VISION 2022 qualified for 13 CFP, CFA and IWI CE credits


Conference ​attendance ​is ​exclusively ​for ​professional investors ​(financial advisors, investment advisors, financial planners, endowments, foundations, family offices, pension funds, bank/trust professionals) and accredited investors. Financial advisors, investment advisors and financial planners must directly serve individuals or institutional clients, and not be a representative of a company that primarily offers products or services to such advisors or planners.

Digital Assets Council ​of Financial Professionals reserves ​the ​right ​to ​accept ​or ​refuse ​registration ​for ​those ​not ​meeting ​conference ​qualifications.

For inquiries, contact Don Friedman at


June 12, 10am – 3pm • 4 CE CREDITS
Led by Ric Edelman, it’s the perfect training if you’re new to crypto!
Includes continental breakfast, lunch & cocktail reception at 5pm.

Apply this fee as credit towards your Certificate in Blockchain and Digital Assets.SM

As part of your VISION registration, you’ll get to mint your own NFT! Bring your smartphone to see how easy and fun it is to engage in crypto’s hottest area! No experience necessary, and you’ll quickly have your own NFTs that you can share with friends, family and clients.

Featured Speakers

Josh Brown

Roger Bayston

Head of Digital Assets
Franklin Templeton

Perianne Boring

Chamber of Digital Commerce

Josh Brown

Josh Brown

Ritholtz Wealth Management

René Chaze

Special Advisor
Digital Assets Council of Financial Professionals

Alex Enser

Founder and CEO
My Crypto Advisor

Matt Hougan

Scott Helfstein

Head of Thematic Solutions
Global X ETFs

Matt Hougan

Matthew Higginson

McKinsey & Company

Matt Hougan

Matt Hougan

Chief Investment Officer
Bitwise Asset Management

Jeffrey Janson, CFP®, AIFA®

Senior Wealth Advisor
Summit Wealth Partners, LLC

William Nelson, JD, LLM

Associate General Counsel
Investment Adviser Association

Jacki Roach

My Crypto Advisor

Morgen Rochard

Financial Planner
Origin Wealth Advisers

Jake Ryan



Austin Marriott Downtown
304 East Cesar Chavez Street | Austin, TX 78701

We are now accepting hotel reservations for VISION. Through this website you can book, modify or cancel your hotel reservations and receive updated information about the event. We look forward to seeing you!

Sleeping rooms are available at the discounted rate of $299 per night + taxes and fees. Click here to book your room by May 22,2023.