Agenda
(All times Eastern Time)
10:45 – 11:15am
Visit Exhibit Booths
11:15 – 11:30am
The Pendulum Has Shifted: “Why Aren’t You Buying Digital Assets?”
Financial services industry legend Ric Edelman tells us why it’s so important – and not too late – to add digital assets to client portfolios.
Ric Edelman, Founder
Digital Assets Council of Financial Professionals
11:30am-12:00pm
Federal Roundup: The Latest on Crypto Tax Law, Regulation, CBDCs – and a Look at What’s Coming Next
What truly is the view of world governments and central banks about digital assets? Ric and Sunayna will reveal the latest for you.
Ric Edelman, Founder
Digital Assets Council of Financial Professionals
Sunayna Tuteja, Chief Innovation Officer
Federal Reserve System
12:00pm-12:30pm
Fireside Chat with United States Senator Cynthia M. Lummis
In this captivating conversation, U.S. Senator Cynthia M. Lummis shares her views about blockchain and digital assets and explains how Wyoming has emerged as the nation’s most welcoming state for the digital asset ecosystem.
Ric Edelman, Founder
Digital Assets Council of Financial Professionals
Senator Cynthia M. Lummis
(R-WY)
12:30-1:00pm
Lunch/Visit Exhibit Booths
1:00pm-1:45pm
Why All Institutional Investors Will Own Bitcoin
More institutional investors than ever own digital assets. Learn why adoption levels are rising at an unprecedented pace and what this means for investment management – and the price of bitcoin.
Session Leader
Ric Edelman, Founder
Digital Assets Council of Financial Professionals
Panelists
Anthony Scaramucci, Founder
SkyBridge Capital
Michael Saylor, Chairman & CEO
MicroStrategy
1:45-2:15pm
Advisors as Digital Asset Champions
Fidelity’s recent Institutional Investor Digital Asset Study discovered a major increase in digital asset adoption by investment advisors. Leaders from Fidelity’s institutional and digital asset businesses will discuss the trends that have promoted this surge in adoption by advisors and what they and institutions overall can do to usher in the next wave of growth for digital assets.
Session Leader
David Canter, EVP, Head of RIA & Family Office Segments
Fidelity Investments
Panelists
Michael Greenwald, Director of Digital Asset Education
Tiedemann Advisors
Christine Sandler, Head of Sales & Marketing
Fidelity Digital Assets
2:15-2:45pm
Securing Your Digital Asset Investments
Custody continues to evolve. Learn the latest developments and technologies to help you keep your clients 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, Executive Vice President
Prime Trust
2:45-3:15pm
Innovative Investment Opportunities in Digital Assets
With more new and innovative investment choices coming to market, we will explore the various investment opportunities available to advisors in the world of digitals assets.
Session Leader
Ric Edelman, Founder
Digital Assets Council of Financial Professionals
Panelists
Mitchell Dong, CEO
Pythagoras Investments
John Hoffman, Head of Americas, ETFs & Indexed Strategies
Invesco Ltd.
Greg King, CEO
Osprey Funds
3:15 – 3:35pm
Visit Exhibition Booths
3:35-3:55pm
How to Invest in Digital Assets in Your Retirement Account
Although 1 in 5 clients own bitcoin and other digital assets, only 4% of them do so via their financial advisor. Learn how you can help your clients invest in digital assets via their retirement accounts – while you manage the assets and maintain your AUM fee.
Ric Edelman, Founder
Digital Assets Council of Financial Professionals
Ryan Radloff, CEO
Choice by Kingdom Trust
3:55-4:15pm
Investing in Digital Assets via SMAs
Managing client assets is time-consuming – and particularly challenging when working with a new asset class you’re less familiar with. This session shows you how Separated Managed Accounts can allow you to give your clients the exposure to digital assets you want while letting you spend your time with your clients, not the portfolio.
Ric Edelman, Founder
Digital Assets Council of Financial Professionals
Dan Eyre, CEO
Blockchange
4:15-4:45pm
Using DCA, HODL and Rebalancing Strategies with Digital Assets
Learn the importance of choosing the right digital assets, the vehicles to use and how to manage this new asset class within a diversified portfolio.
Session Leader
Ric Edelman, Founder
Digital Assets Council of Financial Professionals
Panelists
Christopher King, Founder & CEO
Eaglebrook Advisors
Matthew Kolesky, President
Arbor Capital Management
Jon Maier, Chief Investment Officer
Global X ETFs
4:45-5:15pm
Overcoming the 15 Most Common Digital Asset Investor Objections
Not sure how to explain digital assets to clients? Ric will show you how to answer the 15 most common objections.
Ric Edelman, Founder
Digital Assets Council of Financial Professionals
DACFP reserves the right to alter the agenda without notice, including substitution or cancellation of speakers and/or topics.