Crypto Convergence
Formerly Known as VISION –
The Longest-Running Digital Assets Investment Conference
JUNE 8-10, 2026 | DALLAS, TX
2025 qualified for 10 CFP, IWI & CFA CE Credits
Love it or Hate it, You Need to Get Educated on Crypto:
The Only Event of its Kind
Exclusively for Financial Professionals and Accredited Investors
DACFP’s 2026 Crypto Convergence, formerly known as VISION, is the longest-running digital assets investment conference specifically for financial professionals and accredited investors. Chaired by Ric Edelman, Crypto Convergence provides cutting-edge educational content and actionable ideas from leading investors and industry thought leaders. You get the information you need about crypto to attract new clients and AUM.
Designed for maximum learning experience:
- No breakout sessions! All speakers on Main Stage, so you’ll never miss a session
- “PPT-free” sessions – no PowerPoints ensure great audience engagement
- Maximum 3 panelists per session – ensures quality conversations
- Ample opportunity for Q&A
- Pre-scheduled meetings and dine-arounds available to you
For inquiries regarding our 2026 program, contact Don Friedman at don@dacfp.com.
2025 KEYNOTE SPEAKER
Michael Greenwald
Global Head, Financial Innovation and Digital Assets
Head, Global Executive Relations
Amazon Web Services
Michael Greenwald, Global Head, Financial Innovation and Digital Assets - Head, Global Executive Relations | Amazon Web Services
Michael is the Global Head of Financial Innovation and Digital Assets at Amazon Web Services (AWS). He also heads up Global Executive Relations pioneering the international business expansion and driving the company’s artificial intelligence innovation narrative for the Worldwide Public Sector Business. He is responsible for working with the U.S. Government (USG) and international governments to incorporate cloud computing into their systems as well as drive responsible technology innovation and implementation within the public sector market. With his expertise in global economies from his time in government, Michael has successfully deepened Amazon’s global reach by helping to shape AWS’ business strategy in target overseas markets such as Europe, Middle East, Latin America, and Australia driving significant international growth and engagement for its growing $13 billion business. Michael was appointed by the U.S. Commodity Futures Trading Commission (CFTC) to represent Amazon on the CFTC’s Technology Advisory Committee.
Before joining Amazon, Michael made significant contributions to the growth of global asset management firm AlTi Global. As Chief Geopolitical Risk Officer, he helped oversee the growth of the firm from $12 billion to $50 billion assets under management. Prior to AlTi Global, Michael worked for the U.S. Treasury Department for almost a decade. Michael made significant national security contributions to the U.S. Treasury, where he served in senior diplomatic, policy and intelligence roles in Europe, Africa, and Middle East under two presidential administrations and three Treasury Secretaries culminating with becoming the first U.S. Treasury attaché to Qatar and Kuwait. Michael built the first U.S. Treasury office in Qatar and Kuwait acting as the principal financial diplomat to the banking sectors in those nations.
He is affiliated with the Atlantic Council, Center for New American Security, the Trilateral Commission, the Bretton Woods Committee, the Wharton Cypher Accelerator, Krach Institute for Tech Diplomacy at Purdue University, French-American Foundation, and Harvard Kennedy School’s Belfer Center. He has held adjunct teaching roles at the Columbia University School of International Affairs (SIPA) and at the Boston University Pardee School of Global Studies. He is a graduate of Harvard Business School, has a Juris Doctor graduate from Boston University School of Law, a Master’s graduate from Boston University’s Frederick S. Pardee School of Global Studies, and a B.A. from George Washington University. Raised in Brookline, Massachusetts, he lives in Palm Beach, Florida with his wife Nolan and served on the Board of The Town of Palm Beach Investment Committee. He was honored by Palm Beach Illustrated as one of the city’s 100 most influential business leaders in 2021.
2025 KEYNOTE SPEAKER
Katherine Molnar
Chief Investment Officer
Fairfax County Police Officers Retirement System
Katherine Molnar, CFA, Chief Investment Officer | Fairfax County Police Officers Retirement System
2025 KEYNOTE SPEAKER
Bernie Moreno
U.S. Senator
(R-Ohio)
United States Senate
Bernie Moreno, U.S. Senator R-Ohio | United States Senate
Bernie believes that Ohioans deserve better than what they’ve gotten from Washington, and he will fight to better their lives in the United States Senate.
2025 Topics Included:
- The Many Ways to Invest in Bitcoin
- Option-Based Strategies: Safe or Suspect?
- Stablecoins: The Surprising Key to Mainstream Adoption
- Crypto Index Investing vs. Active Management
- Crypto Lending & Borrowing
- Tokenization: The Blue-Sky Opportunity
- The Trifecta: TradFi, DeFi and AI
- Inside the Institutional View
2025 Featured Speakers
Bill Barhydt
CEO
Abra
Bill Barhydt, CEO | Abra
Anthony Bassili
Head of Allocators & Tokenization
Coinbase Institutional
Anthony Bassili, CAIA Head of Allocators & Tokenization | Coinbase Institutional
Prior to joining Coinbase, Mr. Bassili served as Head of Pensions for BlackRock iShares where he helped allocators develop active and niche strategies across public and private asset classes, including ESG and other thematic exposures. Prior to leading the iShares business, he spent more than a decade leading business development, investment strategy, and as a portfolio manager within the global trading platform at BlackRock.
Mr. Bassili is a contributor to digital asset education with the AIF Institute Center for Financial Innovation, the Global Interdependence Center (GIC), and the Chartered Alternative Investment Management Association (CAIA). He advises Web3.0 startups and is an active early stage investor.
Andreas Bodmeier
Partner & Co-Founder
MainGrid Infrastructure
Andreas Bodmeier, Ph.D., Partner & Co-Founder | MainGrid Infrastructure
Lee Bratcher
President
Texas Blockchain Council
Lee Bratcher, President | Texas Blockchain Council
Alexander Cartwright
Patel Family Office
Alexander Cartwright | Patel Family Office
Aneet Deshpande
CIO
Clearstead
Aneet Deshpande, CIO | Clearstead
Prior to joining Clearstead, Aneet served as CIO for a multi-billion-dollar asset management company, overseeing the firm’s investment teams and products. Prior to assuming CIO responsibilities Aneet held key leadership positions within the firm’s investment strategy, trading, and portfolio management functions. Aneet began his career trading quantitative equity strategies for a boutique asset management firm in Chicago, Illinois.
Aneet earned a BSBA in Finance from the University of Louisville. He is a CFA Charterholder and is a member of the CFA Society of Cleveland and the CFA Institute. Aneet is a member of the Ohio Advisory Board of Facing History and Ourselves, a national non-profit organization dedicated to addressing racism, antisemitism, and prejudices through education. He is also a board member of Capital Group’s RIA Advisory Board.
Don Friedman
CEO
Digital Assets Council of Financial Professionals
Don Friedman - CEO | Digital Assets Council of Financial Professionals
He was Co-Founder of Inside ETFs, the industry’s largest and most successful conference, and Chief Operating Officer, Executive Vice President and Board Member of ETF.com. Don also created Inside ETFs Europe (that continent’s largest ETF event), Inside Commodities (the largest institutional-focused US-based commodities event) and Inside Fixed Income (the world’s largest independently run fixed-income event).
After leaving ETF.com, he founded JV Events Group (JVEG) where he created “institutional investor only” events including the Liquid Alternative Strategy Summit, MLP Strategy Summit, Smart Beta Strategy Summit, ETF Strategy Summit and the Digital Asset Strategy Summit. He sold JVEG to DACFP in 2020 and is the CEO of both DACFP and its sister company, The Truth About Your Future with Ric Edelman.
Colin Jones
Founder & CIO
Outerlands Capital
Colin Jones, Founder & CIO | Outerlands Capital
Samir Kerbage
CIO
Hashdex Asset Management
Samir Kerbage, CIO | Hashdex Asset Management
Jacob King
Partner & Wealth Manager
Beaird Harris
Jacob King, Partner & Wealth Manager | Beaird Harris Wealth Management
Jacob specializes in complex business transactions and the estate planning strategies that often accompany them, providing thoughtful guidance to business owners navigating significant milestones — from ownership transitions and liquidity events to preserving and transferring wealth across generations. He works closely with clients, their attorneys, and other advisors to help ensure business decisions and estate plans are fully aligned, tax-efficient and designed to support the client’s long-term vision for their family and legacy.
In addition to his work with clients, Jacob plays a leadership role in guiding the direction of the Firm. He serves on Beaird Harris’ Executive Committee, where he helps shape the Firm’s long-term vision and client experience, and on the Investment Committee, where he helps oversee the Firm’s investment philosophy, asset allocation strategies and ongoing research.
Jacob is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Certified in Blockchain and Digital Assets (CBDA) designation, equipping him with specialized knowledge to help clients navigate both traditional and emerging investment opportunities. He earned a Bachelor of Business Administration in Financial Services from the University of North Texas, a CFP Board-Registered Program, and has completed postgraduate coursework in investments, insurance, employee benefits, income taxation, retirement, and estate planning.
Since joining Beaird Harris in 2004, Jacob has advanced through roles in operations, financial planning, and wealth management — a journey that gives him a well-rounded perspective and makes him a trusted partner in every stage of his clients’ financial lives.
Rick Lake
Founder
Narrative Alpha
Rick Lake, Founder | Narrative Alpha
As a speaker, Rick has been an invited presenter at the Morningstar Investment Conference, the London Business School, the MIT Sloan School of Management, the Yale School of Management, and at financial industry conferences around the US. As an author, he was co-editor of Private Equity and Venture Capital, a reference book used at business schools across the US. Rick also presented his white paper, the “Democratization of Hedge Funds,” at the SEC Hedge Fund Roundtable in 2003.
Rick is the founder of Narrative Alpha, a consulting practice dedicated to helping alternative managers grow and serve advisors. Rick is also an Adjunct Professor at the Digital Business Institute of the Boston University Questrom School of Business. Rick graduated cum laude from Harvard.
Juan Leon
Senior Investment Strategist
Bitwise Asset Management
Juan Leon, Senior Investment Strategist | Bitwise Asset Management
Lakshmi Narayanan
Vice Chair and Managing Partner
Patel Family Office
Lakshmi Narayanan, Vice Chair and Managing Partner | Patel Family Office
His strategic vision and problem-solving skills have been instrumental in his success in the fields of tech startups, fintech, digital assets, real estate, specialized healthcare, and more.
Over the past 18 years, Narayanan has invested in over 100 tech companies across India, North America, the GCC, and South America, showcasing his expertise and commitment to fostering innovation on a global scale. His role as a strategic investor has been pivotal in assisting entrepreneurs in building and scaling early-stage companies.
Anthony Pecore
SVP, Director – Digital Asset Management
Franklin Templeton
Anthony Pecore, SVP, Director - Digital Asset Management | Franklin Templeton
Mr. Pecore has over 20 years of experience in the financial services industry. In addition to five years in the digital asset space, he has nearly two decades of experience in traditional fixed income portfolio management, research and trading, including securitized products, longevity-linked assets, multi-sector fixed income, global absolute return, and machine learning driven alternative credit strategies. He joined Franklin Templeton in 2002 as a research analyst.
Mr. Pecore holds a Bachelor of Science in aerospace engineering from Boston University, and a Master of Science in mechanical engineering from Stanford University.
Wills Reardon
Head of Capital Formation
Galaxy Asset Management
Wills Reardon, Head of Capital Formation | Galaxy Asset Management
Marcos Veremis
Partner
Accolade Partners
Marcos Veremis, Partner | Accolade Partners
Jonathan Victor
Co-Founder
Ansa Research
Jonathan Victor, Co-Founder | Ansa Research
2025 Sponsors
EXCLUSIVELY FOR FINANCIAL PROFESSIONALS AND ACCREDITED INVESTORS
Conference attendance is exclusively for financial professionals (financial advisors, investment advisors, financial planners, endowments, foundations, family offices, pension funds, bank/trust professionals) and accredited investors. Financial advisors, investment advisors and financial planners must directly serve individuals or institutional clients, and not be a representative of a company that primarily offers products or services to such advisors or planners.
Digital Assets Council of Financial Professionals reserves the right to accept or refuse registration for those not meeting conference qualifications.
For inquiries, contact Don Friedman at don@dacfp.com.
VIP Attendee
FREE
- Free Admission – the registration fee is waived
- Free Hotel – we will book your hotel room at the Omni Frisco at the Star and pay for its costs
- Free Event Meals – we will pay for your meals at all Event Meals
Financial Professional
$199
- Register for $199
- Special Event Hotel Room Rate of $269 + tax
- Meetings with our sponsors
- Sponsor-hosted dinners
- You personally manage $50 million or more in client assets
- You determine which investments are recommended to your clients
- You meet with 8 sponsors for 15 minutes each at times provided by DACFP
- You attend one Sponsor-hosted dinner on June 9
- You attend Event’s full program, beginning 3pm local time on Monday, June 8 and ending at 12:30pm local time on Wednesday, June 10
- You secure your registration with a credit card. Your card will be charged the costs of your hotel room plus Event maximum published registration fee only if you fail to meet the above requirements
- You provide DACFP with information about your job and company, which DACFP will use solely to evaluate your qualification as a VIP Attendee. You will be informed of DACFP’s decision on a timely basis. DACFP’s decision will be at its sole discretion.
- As a VIP Attendee, you are responsible for making and paying for your travel arrangements.
VENUE INFORMATION
Omni Frisco Hotel at The Star
Experience personalized service, modern comforts and luxurious amenities at Omni Frisco Hotel at The Star, just steps away from Dallas Cowboys headquarters and training facility. Our hotel positions you near more than 35 restaurants, shops, and entertainment in the heart of the city of Frisco.
