DACFPTV

Hear From the Industry’s Experts

Ric Edelman talks with:
Lee Bratcher, President, Texas Blockchain Council

Don Friedman talks with:

Morgen Rochard, Financial Planner, Origin Wealth Advisers

Ric Edelman talks with:

Tim Whitney, CFP, Chief Executive Officer, TradeWinds

Don Friedman talks with:

Jeffrey Janson, Senior Wealth Advisor, Summit Wealth Partners
William Nelson, JD, LLM, Associate General Counsel, Investment Adviser Association

Ric Edelman and French Hill

Ric Edelman talks with U.S. Rep. French Hill, Vice-Chair of the House Financial
Services Committee and serves as the Chair of the Subcommittee on Digital Assets, Financial Technology and Inclusion

DACFPTV: How Stablecoins and CBDCs Will Disrupt Global Payment Systems

Don Friedman, President, DACFP
Jeffrey Janson, Senior Wealth Advisor, Summit Wealth Partners
William Nelson, JD, LLM, Associate General Counsel, Investment Adviser Association

Out of the Lab and Into the Market

Matthew Higginson, Partner, McKinsey & Company
Julian Sevillano, Partner, McKinsey & Company
Matthieu de Vergnes, Associate Partner, McKinsey & Company

Does Crypto have a role in an advisory practice?

Josh Brown, CEO, Ritholtz Wealth Management

The Next Big Thing: Tokenization

Roger Bayston, Head of Digital Assets, Franklin Templeton

Key Strategies for Earning Yield on Digital Assets

Bill Barhydt, CEO, Abra

Safeguarding Digital Assets

Betty Sharples, Business Development Director, Copper.co

The Fed and Monetary Policy

Jake Ryan, CIO, Tradecraft Capital

Crypto Taxes: The Obligations of Acquiring, Owning and Disposing of Digital Assets

René Chaze, Special Advisor, Digital Assets Council of Financial Professionals

Investing in NFTs and the Metaverse

Greg King, Founder and CEO, Osprey Funds

Tax-loss harvesting with SMAs

Daniel Eyre, Head of Bitria, Gemini

Blockchain Tech and the Pace of Innovation

Roger Bayston, Head of Digital Assets, Franklin Templeton

Institutional Investing in Digital Assets

Katherine Molnar, Chief Investment Officer, Fairfax County Polic Officers Retirement System

Evaluating Crypto vs Traditional assets

Sui Chung, CEO, CF Benchmarks

Reducing Bitcoin Mining’s Carbon Footprint

Jason Les, CEO, RIOT Blockchain

Challenges Advisors Face with Crypto

Ron Bullis, CEO & Co-Founder, Lifeworks Advisors

Diversifying Your Portfolio

Josh Brown, CEO, Ritholtz Wealth Management

Smart Contracts on the Blockchain

Steven Russell, Portfolio Manager, Emerald Advisers

Update on Crypto Regulation

Perianne Boring, CEO, Chamber of Digital Commerce

Active vs Passive Crypto Investing

Tony Fenner-Leitao, President, Cambrian Asset Management

Investing in Digital Assets

Matt Hougan, Chief Investment Officer, Bitwise Asset Management

How to Treat Digital Assets in a Client Portfolio

Chuck Cumello, President & CEO, Essex Financial

Is Crypto Right for Your Client?

Sean Ristau, Executive Vice President, Prime Trust

The Future of Money

Michael Greenwald, Former Senior Treasury Official

Security Tokens and Ways to Broaden Investor Access to Crypto

Adil Abdulali, Chief Investment Officer

What is the Stock to Flow Model?

Daren Blonski, Managing Principal, Sonoma Wealth Advisors

Allocating Client Assets to Digital Assets

Brian Ginsler, Founder, Ginsler Wealth

What Regulatory Issues Should Advisors Be Aware Of?

Douglas Boneparth, President, Bona Fide Wealth