Wednesday, June 8, 2022
8:00am – 9:00am
Registration & Continental Breakfast
9:00am – 9:15am
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
Digital Assets: What Matters to Financial Advisors and Wealth Managers
• Diversification strategy vs Correlation to the stock market
• NASDAQ exposure – is it double-dipping?
• What’s the right wrapper?
• AUA vs AUM
Josh Brown, CEO
Ritholtz Wealth Management
Ric Edelman, Founder
Digital Assets Council of Financial Professionals
9:45am – 10:15am
DeFi Uncovered
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.
Matt Hougan, CIO
Bitwise Asset Management
Ric Edelman, Founder
Digital Assets Council of Financial Professionals
10:15am – 10:45am
Morning Networking Break
10:45am – 11:15am
The Road Less Taken: From Tracking Terrorist Financing to Digital Assets Diplomacy
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.
Michael Greenwald
Former Senior US Treasury Official
Ric Edelman, Founder
Digital Assets Council of Financial Professionals
11:15am – 12:00pm
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
Laura Shin, Crypto Journalist, Host, Author of “The Cryptopians”
Unchained Podcast
PANELISTS
Adil Abdulali, Head of Portfolio Management
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
Lunch for Delegates and Sponsors
1:00pm – 1:45pm
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
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
Glenn Barber, Head of Sales, Americas
Copper.co
Sean Ristau, EVP
Prime Trust
2:25pm – 3:05pm
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
Understanding Bitcoin Mining
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.
Jason Les, CEO
Riot Blockchain
Ric Edelman, Founder
Digital Assets Council of Financial Professionals
4:00pm – 5:30pm
Roundtable Meetings & Cocktail Reception
Get answers to your most pressing questions from our speaking faculty and/or their colleagues in a relaxed environment.
4:00pm – 8:00pm
Field Trip to Riot Blockchain’s Bitcoin Farm in Rockdale, TX
Tour is full. Seats are available on the 9th.
Join us for networking, cocktails and hors d’oeuvres as we tour Riot’s bitcoin mining farm!
VISION Agenda
Thursday June 9, 2022
8:00am – 8:45am
Registration & Continental Breakfast
8:45am – 8:50am
Chair’s Recap and Intro to Day 2
Ric Edelman, Founder
Digital Assets Council of Financial Professionals
8:50am – 9:30am
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
The View from the Beltway
U.S. Rep. Tom Emmer (R-MN), is a member of the House Financial Services Committee and Ranking Member of the Task Force on Financial Technology. He has sponsored several bills pertaining to blockchain and digital assets, and is a leading voice in Congress regarding crypto regulation and legislation. Hear his current thoughts in this captivating interview.
U.S. Rep. Tom Emmer
(R – MN)
Perianne Boring, CEO
Chamber of Digital Commerce
10:00am – 10:30am
Morning Networking Break
10:30am – 11:00am
Key Trends in Digital Assets – The Fidelity Perspective
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.
Chris Kuiper, Director of Research
Fidelity Digital Assets
Ric Edelman, Founder
Digital Assets Council of Financial Professionals
11:00am – 11:30am
NFTs and The Metaverse: What’s All the Fuss About?
Discover how new technologies are converging to create virtual worlds that will transform the e-commerce marketplace.
Greg King, Founder & CEO
Osprey Funds
Ric Edelman, Founder
Digital Assets Council of Financial Professionals
11:30am – 12:00pm
Lending and Borrowing: A Fool’s Game or Great Cash Management Strategy?
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.
Bill Barhydt, CEO & Founder
Abra
Ric Edelman, Founder
Digital Assets Council of Financial Professionals
12:00pm – 1:00pm
Lunch for Delegates & Sponsors
1:00pm – 1:40pm
ETFs and the Evolving Digital Assets Landscape
A bitcoin ETF has long been considered the “Holy Grail” by the investment industry. This session, featuring two 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
John Hoffman, Head of Americas, ETFs & Indexed Strategies
Invesco QQQ
Simeon Hyman, CFA, Head of Investment Strategy
ProShares
Adam Sze, SVP, Head of Digital Assets Product
Global X ETFs
1:40pm – 2:20pm
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
Chris King, Founder & CEO
Eaglebrook Advisors
2:20pm – 3:00pm
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
Grant Engelbart, Senior Portfolio Manager
Brinker Capital Investments
Samantha Garcia, Wealth Advisor
Halbert Hargrove
Nichole Walker, SVP, Senior Wealth Planner
City National Bank
3:00pm – 3:30pm
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
4:00pm – 5:30pm
Roundtable Meetings & Cocktail Reception
Get answers to your most pressing questions from our speaking faculty and/or their colleagues in a relaxed environment.
4:00pm – 8:00pm
Field Trip to Riot Blockchain’s Bitcoin Farm in Rockdale, TX
Limited seats are available. Register now to secure your spot.
Join us for networking, cocktails and hors d’oeuvres as we tour Riot’s bitcoin mining farm!