VISION Agenda
(All times are Central Daylight)
Monday, June 12, 2023
10am – 3pm CT
4-Hour Pre-Con Workshop : Introduction to Blockchain and Digital Assets
(4 CE credits)
The perfect training session if you’re new to crypto! Excellent prelude to the VISION Conference
Led by Ric Edelman, Founder of the Digital Assets Council of Financial Professionals
You’ll Gain Knowledge About:
Includes continental breakfast, lunch, and a cocktail reception at 5pm
Attend the Entire 4-Hour Pre-Con Workshop for Just $49 • Get 100% Credit Towards Your Certificate in Blockchain and Digital Assets
5:00pm – 6:00pm CT
Cocktail Reception
Join us for networking, cocktails and hors d’oeuvres.
Tuesday, June 13, 2023
8:00am – 9:00am CT
Registration & Continental Breakfast
9:00am – 9:30am CT
Chair’s Presentation: Crypto’s Current Opportunities and Challenges for Financial Advisors
Ric Edelman, Founder | Digital Assets Council of Financial Professionals
9:30am – 10:15am CT
Does Crypto Have a Role in an Advisory Practice?
The always entertaining and enlightening CNBC Contributor Downtown Josh Brown shares his insights on the pros, cons and costs of incorporating crypto into your wealth management practice.
Rick Edelman talks with:
Josh Brown, CEO | Ritholtz Wealth Management
10:15am – 10:45am CT
Morning Network Break
10:45am – 11:15am CT
Bitcoin Mining and Staking
Learn how mining has evolved from hobbyists using laptops to today’s giant mining farms featuring tens of thousands of GPUs. You’ll discover how crypto income generating strategies are creating new investment opportunities for your practice.
Ric Edelman talks with:
Lee Bratcher, President, Texas Blockchain Council
11:15am – 11:45am CT
The New Big Thing: Tokenization
The new ability to put assets on a blockchain allows us to efficiently and securely create, verify, store, divide up, and transfer almost anything. This is allowing global commerce to offer new products and services, and deliver them faster, cheaper and more safely. This eye-opening session will show the new big thing in crypto.
Ric Edelman talks with:
Roger Bayston, Head of Digital Assets, Franklin Templeton
11:45am – 12:45pm CT
Lunch for Delegates & Sponsors
12:45pm – 1:30pm CT
Out of the Lab and Into the Market
Hear how McKinsey is working with its clients to develop and deploy crypto technology to build and grow their companies. You’ll learn the headwinds and tailwinds they are seeing in their efforts to create:
- Tokenized stocks and bonds
- Tokenization of cash for domestic and international payments
- Digital assets in gaming & media
- Supply chain and title ownership for luxury goods
- Loyalty programs in retail commerce, sports entertainment and travel
- And more
Ric Edelman talks with:
Matthew Higginson, Partner, McKinsey & Company
Julian Sevillano, Partner, McKinsey & Company
Matthieu de Vergnes, Associate Partner, McKinsey & Company
1:30pm – 2:00pm CT
How Stablecoins and CBDCs Will Disrupt Global Payment Systems
Money might be the last analog enterprise – but not for long. By 2030, stablecoins and CBDCs will be in use around the world. You’ll discover the impact – and implications for privacy and our nation’s financial stability.
Don Friedman talks with:
Jeffrey Janson, Senior Wealth Advisor, Summit Wealth Partners
William Nelson, JD, LLM, Associate General Counsel, Investment Adviser Association
2:00pm – 2:30pm CT
Keynote Conversation with U.S. Rep. Patrick McHenry, Chair of the House Financial Services Committee
Congress is focusing on crypto more than ever. Join us for an engaging conversation with Congressman Patrick McHenry (R-NC), who chairs the committee that will be hugely influential in crafting the legislation that will govern crypto for decades to come.
Ric Edelman talks with:
Congressman Patrick McHenry, Chair, House Financial Services Committee, US House of Representatives
2:30pm – 3:00pm CT
The Next Big Thing: The Metaverse
Welcome to the Metaverse – a nascent technology that McKinsey says will be a $5 trillion market by 2030. Come see how the Metaverse will transform global e-commerce, creating and unlocking business value with new investment opportunities.
Don Friedman talks with:
Jake Ryan, CIO, Tradecraft Capital
3:00pm – 3:30pm CT
Afternoon Networking Break
3:30pm – 4:00pm CT
The Coming Revolution: The Merging of Crypto with Robotics, IoT and AI
They are usually discussed separately, but this session will connect the “big four” technologies, showing you how fully autonomous systems will govern, manage and run themselves 24/7/365 – with big implications and opportunities for financial advisors.
Ric Edelman talks with:
Scott Helfstein, Head of Thematic Solutions, Global X ETFs
4:00pm – 5:00pm CT
NFT Workshop
You’ve heard enough about NFTs – now, you’ll mint your own! 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.
Alex Enser, Founder & CEO, My Crypto Advisor
Jacki Roach, CCO, My Crypto Advisor
5:00pm – 6:00pm CT
Cocktail Reception
Join us for networking, cocktails and hors d’oeuvres.
Wednesday, June 14, 2023
7:45am – 8:45am CT
Registration & Continental Breakfast
8:45am – 9:00am CT
Chair’s Recap and Intro to Day 2
Ric Edelman, Founder, Digital Assets Council of Financial Professionals
9:00am – 9:45am CT
Keynote Conversation with Dave Hirsch, SEC Chief of the Crypto Asset and Cyber Unit, Division of Enforcement
To the consternation of some in the crypto community, the SEC has been actively bringing enforcement actions. Hear from Dave Hirsch, who leads the SEC’s focus on crypto enforcement. It’s sure to be a lively conversation!
Ric Edelman talks with:
Dave Hirsch, Chief, Crypto Asset and Cyber Unit, SEC, Division of Enforcement
9:45am – 10:15am CT
Active vs. Passive: Should You Manage Crypto Differently from the Rest of Your Portfolio?
Crypto is unlike any other asset class, so does it merit different portfolio treatment as well? You’ll explore this question to help you decide whether you ought to HODL or not.
Ric Edelman talks with:
Jeff Park, Portfolio Manager, Head of Alpha Strategies, Bitwise Asset Management
10:15am – 11:00am CT
Discovering Crypto Investment Opportunities That Match Your Asset Management Style
The crypto community has morphed, and it now accommodates financial advisors. No longer must you alter your investment management practice to accommodate crypto. No need to create a new tech stack, retrain your staff or reculturize your clients. In this session, you’ll discover how easy it is to add crypto client portfolios seamlessly and easily, with no compliance or practice management concerns.
Ric Edelman talks with:
Tim Whitney, CFP, Chief Executive Officer, TradeWinds
11:00am – 11:30am CT
Morning Networking Break
11:30am – 12:00pm CT
How Digital Assets Fit into Your Portfolio Diversification Strategy
This session gives you practical tips for introducing crypto to clients, showing them how crypto does – and does not – help to diversify their portfolios and reduce investment risk.
Don Friedman talks with:
Morgen Rochard, Financial Planner, Origin Wealth Advisers
12:00pm – 1:00pm CT
Lunch for Delegates & Sponsors
12:00pm – 1:00pm CT
Women in Crypto Lunch
Enjoy lunch with fellow women curious about crypto! This private event lets you share experiences and form meaningful connections.
1:00pm – 1:30pm CT
You’ve Bought it. Now, Where Do You Store it?
There’s a big difference between buying and owning. In this session, you’ll learn how you can securely store crypto coins and tokens, using the latest crypto custody strategies to help you keep your clients’ assets safe and your practice compliant.
Ric Edelman talks with:
Chris Baker, Director, Fidelity Digital Assets
Miguel Kudry, CEO and Co-founder, L1 Advisors
1:30pm – 2:00pm CT
The Best Marketing Opportunity to Grow Your Practice Today
Every financial advisor wants to retain current clients, add new ones and generate more AUM. Come see how crypto can help you accomplish all three goals: your practice, increase your value to clients, and win referrals – all without ever telling anyone to invest in crypto!
Ric Edelman, Founder, Digital Assets Council of Financial Professionals
2:00pm – 2:50pm CT
Crypto Taxes: The Obligations of Acquiring, Owning and Disposing of Digital Assets
This session gives you the knowledge you need to help clients with such tax issues as capital gains, gifting, wash-sales and more. You’ll discover that whether, when and how much your client owes taxes depends on whether they are mining, staking, minting, buying, or are receiving crypto via airdrops, forks or loyalty rewards. This practical session will make you invaluable to your clients!
René Chaze, Special Advisor, Digital Assets Council of Financial Professionals
2:50pm – 3:00pm CT
Conference Chairperson Closing Remarks/Conference Concludes
Ric Edelman, Founder, Digital Assets Council of Financial Professionals