Agenda

(All times Eastern Time)

REGISTER NOW

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

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)

12:00-12:30pm

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? Our expert panel will reveal the latest for you.

Session Leader
Ric Edelman, Founder
Digital Assets Council of Financial Professionals

Panelists
Sunayna Tuteja, Chief Innovation Officer
Federal Reserve System

Sheila Warren, Head of Data, Blockchain & Digital Assets
World Economic Forum

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.

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

Michael Greenwald, Director
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: Mining, NFTs, Staking and More

Explore the latest investment choices, from mining to coins and NFTs to picks and shovels to yield-generating strategies.

Session Leader
Ric Edelman, Founder
Digital Assets Council of Financial Professionals

Panelists
Mitchell Dong, CEO
Pythagoras Investments

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
John Hoffman, Head of Americas, ETFs & Indexed Strategies
Invesco Ltd.

Matthew Kolesky, President
Arbor Capital Management

Jon Maier, Chief Investment Officer
Global X ETFs

4:45-5:15pm

Overcoming the 14 Most Common Digital Asset Investor Objections

Not sure how to explain digital assets to clients? Ric will show you how to answer the 14 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.

REGISTER NOW