Agenda

Monday, June 8, 2026

2:30pm – 3:15pm  CT

Registration

3:15pm – 5:45pm  CT

Pre-Scheduled Speed Meetings

Meet with leading asset managers and service providers in a series of 15-minute meetings.

5:45pm – 6:45pm  CT

Cocktail Reception

Join us for networking, cocktails and hors d’oeuvres.

Tuesday, June 9, 2026

7:30am – 8:30am CT
Registration & Continental Breakfast

8:30am – 8:33am CT

DACFP Welcome

Don Friedman, CEO
Digital Assets Council of Financial Professionals

8:33am – 8:35am CT

Opening Remarks

Senator Tim Scott (R), Chair
Senate Banking Committee

8:35am – 8:50am CT

A Precarious Time for Crypto (Investors)

This crypto winter is unlike any other, and it’s forcing everyone to ask whether we are witnessing the demise of bitcoin and other digital assets. Ric will explain why the situation is dire.

Ric Edelman, Founder, Digital Assets Council of Financial Professionals

8:50am – 9:20am CT

Crypto Mid-Year Outlook

What’s next for crypto? You’ll find out in this session, which will give you the latest on the crypto market, including narratives you can share with clients explaining why prices have jumped from recent market lows. You’ll also get Jim’s outlook for the remainder of 2026.

Ric Edelman talks with:

Jim Ferraioli, Director of Crypto Research and Strategy
Charles Schwab

9:20am – 10:05am CT

The ETF Innovation Lab: The Many Ways to Invest in Crypto

Crypto ETFs have rapidly evolved from a single-product category into a broad ecosystem of investments. You now have access to spot, futures-based, equity, thematic, and active crypto ETFs—each with distinct risk, return, yield and tax considerations. This session goes inside the “ETF innovation lab” to explain how these products are conceived and structured – and what problems each is trying to solve. You’ll learn how to evaluate crypto ETFs so you can determine which is best for each of your clients.

Eric Balchunas, Senior ETF Analyst, Bloomberg Intelligence talks with:

Tracy Gallman
Managing Director, Chief Investment Officer | Axos Invest

Samir Kerbage, CIO
Hashdex Asset Management

Kristen Mierzwa Barrie, Head of Digital Assets
FTSE Russell

10:05am – 10:35am CT

Morning Networking Break

10:35am – 11:15am CT

Stablecoins: The Key to Crypto Going Mainstream

Stablecoin AUM and transaction volume are at all-time highs, as stablecoins are increasingly being used for payments, settlements and cross-border transactions. In this session, you’ll discover how they work, how they differ from other crypto assets, and why regulators and financial institutions are paying close attention to the GENIUS Act, which takes effect in January 2027.

Ric Edelman, Founder
Digital Assets Council of Financial Professionals talks with:

Tony Erwin, Consultant
Fintech Accord/The Stablecoin Institute

Zach Pandl, Head of Research
Grayscale Investments

Camelia Lopez Shoemaker, Partner
Holland & Knight LLP

11:15am – 11:35am CT

Crypto Vaults: What Financial Advisors Need to Know

This might be the newest thing about crypto that advisors don’t understand! But with assets in these structures jumping 28-fold since 2024 (from under $150 million to more than $4 billion) today, it’s a topic you shouldn’t ignore. In this session, you’ll discover what crypto vaults are, what makes them different, why we believe that vaults are “the new ETFs,” and the risks of using them.

Ric Edelman, Founder
Digital Assets Council of Financial Professionals talks with:

Ryan Rasmussen, Head of Research
Bitwise Asset Management

11:35am – 12:00pm CT

Crypto Lending, Borrowing, Trading and Yield: What It Is and Why It Matters

Crypto is recreating such core financial services as lending, borrowing, trading and yield generation—using blockchain-based technologies (i.e. smart contracts) instead of costly traditional intermediaries. This session will help you understand building blocks, how returns are generated, and the risks investors must consider.

Ric Edelman, Founder
Digital Assets Council of Financial Professionals talks with:

Himanshu Sahay, Co-Founder & CTO
Arch

12:00pm – 1:10pm CT

Lunch for Delegates & Sponsors

Women in Crypto Lunch

Adilah Holivay, Chief Executive Officer, Association for Women in Cryptocurrency talks with:

Jessi Goostree, Executive Director, Texas Blockchain Council & Founding Board Member
North American Blockchain Association

Camelia Lopez Shoemaker, Partner
Holland & Knight LLP

1:10pm – 1:55pm CT

How Institutional Adoption is Reshaping Wall Street

Digital assets have moved from a retail-driven market to one increasingly shaped by institutions – thanks to crypto funds offered by major asset management firms, custody solutions from the biggest players in the financial services industry and unprecedented regulatory clarity. You’ll get the insights you need to help you understand what this institutional shift into crypto means for long-term adoption, portfolio construction and client portfolios.

Eric Balchunas, Senior ETF Analyst, Bloomberg Intelligence talks with:

Jake Claver, Chairman & Principal
Digital Ascension Group

Andrew Grant, Director, Manager Research & Investment Solutions
Kayne Anderson Rudnick

Manoj Vasudevan, Director & Portfolio Manager
KAUST Investment Management Company

1:55pm – 2:25pm CT

Take Wealth Management to the Next Level

You’ll get a deep understanding of the key shifts coming in banking and portfolio management technology from Abra CEO Bill Barhydt. Bill will explain how $100 trillion in AUM is moving onchain – and what it means for you, your practice and your clients. You’ll get an early look at the future tech stack that will keep your firm relevant in the new era of wealth management.

Bill Barhydt, CEO
Abra

Followed by audience Q & A with Ric Edelman, Founder, Digital Assets Council of Financial Professionals

2:25pm – 2:50pm CT

Afternoon Networking Break

2:50pm – 3:35pm CT

Advisor Roundtable: 360 Degree View

You’ll hear from fellow financial advisors who are active in the crypto space. They’ll reveal what’s working in client conversations, portfolio construction and compliance – and share their candid views of their challenges, lessons learned, and best practices. You’ll gain practical insights that you can apply immediately in your practice, thanks to their experiences.

Don Friedman, CEO, Digital Assets Council of Financial Professionals talks with:

Kevin Carter, Founder
Carter Financial Group

Jeffrey Janson, Senior Wealth Advisor
Fiduciary Financial Advisors

3:35pm – 4:15pm CT

The Top Crypto Tax Issues Every Advisor Needs to Know About

Tax rules that are unique to crypto create a great opportunity for advisors to deliver added value to clients – and you’ll learn all about them in this session, from surprising tax consequences for stablecoin users to taxation of staking and mining rewards. You’ll also explore the tax rules for crypto ETFs and delve into such questions as what constitutes a taxable exchange in crypto-land. Finally, you’ll get the latest on current legislative proposals. This session will give you lots to talk about with clients!

Jason Schwartz, Tax Partner
CahillNXT

4:15pm – 5:00pm CT

Fireside Chat: Cathie Wood

Join us for a candid conversation with Cathie Wood, founder and CEO of ARK Invest, featuring her “Big Ideas 2026.” Cathie will share her views on bitcoin, tokenization, and what the convergence of blockchain and AI means for the global economy. You’ll discover how you can incorporate innovation into client portfolios and get ideas you can put into action immediately with your clients.

Ric Edelman, Founder, Digital Assets Council of Financial Professionals talks with:

Cathie Wood, Founder, CEO & CIO
ARK Investment Management

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 10, 2026

8:00am – 9:00am CT
Continental Breakfast

9:00am – 9:15am CT

Chair’s Recap and Intro to Day 2

Ric Edelman, Founder
Digital Assets Council of Financial Professionals

9:15am – 10:00am CT

Tokenization of RWA (Real-World Assets)

What’s there not to like about tokenization? It enables fractional ownership, faster settlement, improved liquidity and transparency and all at a lower cost. This session focuses on how it works, which asset classes are seeing early adoption, and what the regulatory and operational issues and considerations are. You’ll see how tokenization is already starting to reshape investment products and portfolio construction.

Ric Edelman, Founder, Digital Assets Council of Financial Professionals talks with:

David Buttrey, Co-Founder & President
Mangrove AI

Jiani Chen, Capital
Solana Foundation

10:00am – 10:45am CT

Crypto Fraud – How You Can Help Protect Your Clients

Your clients are targets for crypto fraud. In this session, you’ll get an inside look at how online financial scams are evolving, what your clients are most vulnerable to, and the tools that can help protect you and your clients.

Ric Edelman, Founder, Digital Assets Council of Financial Professionals talks with:

David Hirsch, Partner
McGuireWoods

Ali Tager, Vice President of External Affairs
National Cryptocurrency Association

10:45am – 11:15am CT

Morning Networking Break

11:15am – 11:45am CT

Tom Lee’s Ethereum Treasury Strategy

In this captivating session, Fundstrat’s Tom Lee reveals why he’s moving to become the “Michael Saylor of Ethereum,” positioning Bitmine Immersion as the premier Ethereum treasury company in the world. You’ll learn:

• Why Tom chose Ethereum over bitcoin
• What’s behind his “Alchemy of 5%” strategy
• The 4 pillars of growth for his firm’s strategy
• Why Tom invested in Beast Industries
• His views of the bridging of Wall Street and DeFi
• And much more

Ric Edelman, Founder, Digital Assets Council of Financial Professionals talks with:

Thomas Lee, CFA, Co-Founder, Head of Research
Fundstrat Global Advisors

11:45am CT

Conference Concludes