VISION Agenda

(All times are Central Daylight)

Wednesday June 8, 2022
Thursday June 9, 2022
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Wednesday, June 8, 2022

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

9:00am – 9:15am CT
Chair’s Presentation: Crypto’s Current Opportunities and Challenges for Financial Advisors

Ric Edelman, Founder
Digital Assets Council of Financial Professionals

9:15am – 9:45am CT
Digital Assets: What Matters to Financial Advisors and Wealth Managers – A Fireside Chat

• Diversification strategy vs Correlation to the stock market
• NASDAQ exposure – is it double-dipping?
• What’s the right wrapper?
• AUA vs AUM

Ric Edelman talks with:
Josh Brown, CEO
Ritholtz Wealth Management

9:45am – 10:15am CT
DeFi Uncovered – A Fireside Chat

From monetizing blockchain gaming and new ways to reduce increasing ETH gas fees, to governance tokens and DEXs where crypto owners transact with each other directly, the DeFi ecosystem is constantly evolving. This session will show you what’s coming next.

Ric Edelman talks with:
Matt Hougan, CIO
Bitwise Asset Management

10:15am – 10:45am CT
Morning Networking Break

10:45am – 11:15am CT
The Road Less Taken: From Tracking Terrorist Financing to Digital Assets Diplomacy – A Fireside Chat

Michael has been at the forefront of crypto regulation, diplomacy, and philanthropy for the last 6+ years. He shares why the world’s largest companies are becoming crypto believers and where DAOs, CBDCs, and The Metaverse are heading.

Ric Edelman talks with:
Michael Greenwald
Former Senior US Treasury Official

11:15am – 12:00pm CT
Innovative Ways of Getting Exposure to Cryptocurrencies

Many funds give you exposure to digital assets, but new strategies are now available that focus on minimizing risk or adding alpha. This session examines these latest ideas.

SESSION LEADER

Don Friedman, President
Digital Assets Council of Financial Professionals

PANELISTS

Adil Abdulali, Chief Investment Officer
Securitize Capital

Tony Fenner-Leitão, President
Cambrian Asset Management Inc.

Jake Ryan, CIO, Author, Crypto Asset Investing in the Age of Autonomy
TRADECRAFT Capital

12:00pm – 1:00pm CT
Lunch for Delegates and Sponsors

1:00pm – 1:45pm CT
Meet the Crypto Champions: Advisors Who Have Incorporated Crypto Into Client Portfolios

• What they have learned
• How they persuaded their firm to permit their activity
• How they gained client adoption
• How they manage operations
• How they stay current with this rapidly evolving asset class

SESSION LEADER

David Canter, EVP, Head of RIA & Family Office Segments
Fidelity Investments

PANELISTS

Ron Bullis, CEO
Lifeworks Advisors

Chuck Cumello, President & Chief Executive Officer
Essex Financial Services

Ami Nash Shah, CEO & Co-Founder
Steward

1:45pm – 2:25pm CT
Securing Your Digital Asset Investments

Learn the latest about custody, to help you keep your clients’ assets safe and your practice compliant.

SESSION LEADER

Ric Edelman, Founder
Digital Assets Council of Financial Professionals

PANELISTS

Doug Bilyk, Business Development Director
Copper.co

Sean Ristau, EVP
Prime Trust

2:25pm – 3:05pm CT
Innovative Ways To Help Your Clients Allocate To Digital Assets

Digital assets are increasingly of interest to advisors who emphasize diversified portfolios for clients. This session will show you how you can help clients understand key crypto investment categories and determine the right digital assets allocation for each client.

SESSION LEADER

Ric Edelman, Founder
Digital Assets Council of Financial Professionals

PANELISTS

Sui Chung, CEO
CF Benchmarks

Dan Eyre, Head of BITRIA
Gemini

Brett Harrison, President
FTX US

3:05pm – 3:35pm CT
Understanding Bitcoin Mining – A Fireside Chat

The mining business has moved from basements to big business. This session reveals the state-of-the-art in mining today, and how miners are addressing ESG concerns.

Ric Edelman talks with:
Jason Les, CEO
Riot Blockchain

4:00pm – 8:00pm CT
Field Trip to Riot Blockchain’s Bitcoin Farm in Rockdale, TX

Join us for networking, cocktails and hors d’oeuvres as we tour Riot’s bitcoin mining farm!
NOTE: Field Trip is Sold Out as of 5/27/2022

REGISTER NOW FOR VISION 2022

VISION Agenda

Thursday June 9, 2022

8:00am – 8:45am CT
Registration & Continental Breakfast

8:45am – 8:50am CT
Chair’s Recap and Intro to Day 2

Ric Edelman, Founder
Digital Assets Council of Financial Professionals

8:50am – 9:30am CT
How Far the Pendulum Has Shifted for Institutional Investors

Institutional investors, who already own 8% of bitcoin, accounted for twice as much trading in 2021 as retail investors. This session will reveal the state of institutional adoption and the impact on digital assets.

SESSION LEADER

Ric Edelman, Founder
Digital Assets Council of Financial Professionals

PANELISTS

Katherine Molnar, CFA, Chief Investment Officer
Fairfax County Police Officers Retirement System

Steven Russell, Portfolio Manager & Senior Research Analyst
Emerald Advisers

9:30am – 10:00am CT
The View from the Beltway with U.S. Rep Tom Emmer

A member of the House Financial Services Committee and Ranking Member of the Task Force on Financial Technology, Congressman Emmer has sponsored several bills pertaining to blockchain and digital assets, and is a leading voice in Congress regarding crypto regulation and legislation.

A conversation led by:
Perianne Boring, CEO
Chamber of Digital Commerce

10:00am – 10:30am CT
Morning Networking Break

10:30am – 11:00am CT
Key Trends in Digital Assets: The Fidelity Perspective – A Fireside Chat

Fidelity Digital Assets’ Chris Kuiper, Director of Research, will provide an update on digital asset markets and what’s driving pricing, the state of adoption, and other key trends investors considering an allocation to digital assets need to know.

Ric Edelman talks with:
Chris Kuiper, Director of Research
Fidelity Digital Assets

11:00am – 11:30am CT
NFTs and The Metaverse: What’s All the Fuss About? – A Fireside Chat

Discover how new technologies are converging to create virtual worlds that will transform the e-commerce marketplace.

Ric Edelman talks with:
Greg King, Founder & CEO
Osprey Funds

11:30am – 12:00pm CT
Lending and Borrowing: A Fool’s Game or Great Cash Management Strategy? – A Fireside Chat

Learn how your clients can generate 1% to 15% in income with digital assets by lending stablecoins. And if you’re lending, who’s borrowing your money and what sort of risk parameters are in place to prevent default? Find out how to determine if these strategies are appropriate for your clients.

Ric Edelman talks with:
Bill Barhydt, CEO & Founder
Abra

12:00pm – 1:00pm CT
Lunch for Delegates & Sponsors

1:00pm – 1:40pm CT
ETFs and the Evolving Digital Assets Landscape

A bitcoin ETF has long been considered the “Holy Grail” by the investment industry. This session, featuring three of the largest and most influential ETF providers in the industry, will explore the SEC’s stance, last fall’s launch of the first bitcoin-linked ETF and prospects for approval of a spot Bitcoin ETF.

SESSION LEADER

Joe Light, Senior Writer
Barron’s

PANELISTS

Simeon Hyman, CFA, Head of Investment Strategy
ProShares

Eric Pollackov, Global Head of ETF Capital Markets
Invesco QQQ

Adam Sze, SVP, Head of Digital Assets Product
Global X ETFs

1:40pm – 2:20pm CT
Allocating to Digital Assets with a Crypto SMA

As ETFs and mutual funds have become ubiquitous in the marketplace, advisors have found it increasingly difficult to distinguish – and their portfolios – from everyone else. This session will show you how Crypto Separately Managed Accounts can give you the differentiation you’re looking for, to help you demonstrate your unique value to your clients.

SESSION LEADER

Ric Edelman, Founder
Digital Assets Council of Financial Professionals

PANELISTS

Roger Bayston, EVP, Head of Digital Assets
Franklin Templeton

Grant Engelbart, Senior Portfolio Manager
Brinker Capital Investments

Chris King, Founder & CEO
Eaglebrook Advisors

2:20pm – 3:00pm CT
The Digital Asset Playbook for Financial Advisors

Discover how financial advisors are using new crypto investment options to boost client acquisition, engagement, and retention. This session will explore asset allocation, risk tolerance, estate planning, asset location, and gifting strategies.

SESSION LEADER

Ric Edelman, Founder
Digital Assets Council of Financial Professionals

PANELISTS

Samantha Garcia, Wealth Advisor
Halbert Hargrove

Nichole Walker, SVP, Senior Wealth Planner
City National Bank

3:00pm – 3:15pm CT
Afternoon Networking Break

3:15pm – 3:45pm CT
Crypto Taxes: The Obligations of Acquiring, Owning and Disposing of Digital Assets

Some of the tax rules for crypto are clear, but others are not. This session will help you apply your knowledge of capital gains, gifting, step-up in basis, wash-sales and more – and you’ll discover that whether, when and how much tax your client owes depends on whether they mine crypto, stake it, mint it, buy it, are given it, or obtain it via an airdrop or fork. And you thought you knew the tax code!

Rene Chaze, Special Advisor
Digital Assets Council of Financial Professionals

3:45pm – 4:15pm CT
How to Build Your Planning Practice by Hating Crypto

Despite (or maybe because of) all the sessions at VISION, you may be convinced that your clients should never invest in digital assets. In this session, you’ll discover how you can build your practice, increase your value to clients, and win new referrals without ever telling anyone to invest in crypto.

Ric Edelman, Founder
Digital Assets Council of Financial Professionals

4:15pm – 5:15pm CT
Roundtable Meetings & Cocktail Reception

Get answers to your most pressing questions from our speaking faculty and/or their colleagues in a relaxed environment.

REGISTER NOW FOR VISION 2022