THANK YOU FOR ATTENDING!
Crypto Convergence
Formerly Known as VISION –
The Longest-Running Digital Assets Investment Conference
JUNE 8-10, 2026 | DALLAS, TX
#CRYPTOCONVERGENCE
10 CFP, IWI & CFA CE Credits
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
Crypto Convergence is the longest-running digital assets investment conference specifically for financial professionals and accredited investors – chaired by Ric Edelman and built around actionable education from leading investors and industry thought leaders. Attend and get the information you need to attract new clients and grow AUM.
Designed for maximum learning experience:
- No breakout sessions! All speakers on Main Stage, so you’ll never miss a session
- “PPT-free” sessions – better audience engagement
- Maximum 3 panelists per session – ensures quality conversations
- Ample opportunity for Q&A
- Pre-scheduled meetings and dine-arounds – maximize your network
For inquiries regarding our 2027 program, contact Don Friedman at don@dacfp.com.
Opening Remarks
Senator Tim Scott (R-S.C.)
Chairman
Senate Banking Committee
Senator Tim Scott (R-S.C.), Chairman Senate Banking Committee
Senator Scott has always been driven by his mission statement, ‘to positively impact the lives of a billion people.’ He started and ran successful small businesses, including Allstate Insurance agencies, and as a result, he understands the importance of signing the front and not just the back of the check.
The lessons gleaned from his mentor still guide Senator Scott today: you can think your way out of poverty, and financial independence is a stepping-stone for success. Having a job is a good thing, but creating jobs is a great thing. Through Senator Scott’s personal experiences and faith in God and country, he focuses his work on paving the path for all Americans to achieve their version of the American Dream.
KEYNOTE SPEAKER
Thomas Lee
Co-Founder, Head of Research
Fundstrat Global Advisors
Thomas Lee, CFA - Co-Founder, Head of Research | Fundstrat Global Advisors
KEYNOTE SPEAKER
Cathie Wood
Founder, CEO & CIO
ARK Investment Management
Cathie Wood - Founder, CEO & CIO | ARK Investment Management
Prior to ARK, Cathie spent twelve years at AllianceBernstein as CIO of Global Thematic Strategies where she managed over $5 billion. Cathie joined Alliance Capital from Tupelo Capital Management, a hedge fund she co-founded, which in 2000, managed approximately $800 million in global thematic strategies. Prior to her tenure at Tupelo Capital, she worked for 18 years with Jennison Associates LLC as Chief Economist, Equity Research Analyst, Portfolio Manager and Director. She started her career in Los Angeles, California at The Capital Group as an Assistant Economist. Cathie received her Bachelor of Science, summa cum laude, in Finance and Economics from the University of Southern California in 1981.
Cathie has been recognized as an influential fund manager across various outlets. In 2018, editors at Bloomberg acknowledged Cathie by selecting her to its second annual Bloomberg 50 list of people across business, entertainment, finance, politics, technology, and science who have defined global business. Additionally, Fortune named Cathie to its exclusive roundtable of experts in the annual Fortune Investors Guide: The Best Investing Advice for 2019 From Fortune’s Experts. In 2016, Cathie received the “Women in Finance – Outstanding Contribution Award” from Market Media. Cathie also has been a featured speaker at the World Economic Forum (China) in 2016 & 2017, the World Strategic Forum (Miami) in 2017, The Sohn Hearts and Minds Investment Leaders Conference (Australia) in 2018 and 2019, and Singularity University’s Exponential Finance in 2017 and Global Summit in 2019.
In 2018, Cathie launched the Duddy Innovation Institute at her alma mater, Notre Dame Academy in Los Angeles. The institute offers a challenging educational experience for young women eager to stretch their learning beyond the boundaries of traditional acquisition of knowledge, while influencing a new way of thinking and learning throughout campus.
Topics:
- Investing in Crypto Using ETFs
- Stablecoins: The Key to Crypto Going Mainstream
- How Institutional Adoption is Reshaping Wall Street
- Advisor Viewpoint: Implementing Crypto in Client Portfolios
- The Gamechanger: Tokenization of Real-World Assets
- DeFi: What it is and Why it Matters
- Crypto Lending, Borrowing, Trading and Yield
- Crypto Fraud: What You Need to Know
Featured Speakers
Eric Balchunas
Senior ETF Analyst
Bloomberg Intelligence
Eric Balchunas, Senior ETF Analyst | Bloomberg Intelligence
In addition, he is responsible for training clients and conducting seminars on how to use Bloomberg to find and analyze ETFs. He is also puts out the Bloomberg ETF Newsletter and is a regular speaker at Bloomberg events. Eric has also written numerous articles on ETFs for Bloomberg Markets magazine and is a regular contributor to Bloomberg’s personal finance blog called Ventured&Gained.
Prior to joining the ETF team, Eric was a Public Relations Associate with Bloomberg. Before joining Bloomberg in 2000, Eric worked as a reporter for Institutional Investor Magazine. Eric holds a bachelor’s degree in Journalism and Environmental Economics from Rutgers University.
Bill Barhydt
CEO
Abra
Bill Barhydt, CEO | Abra
Kristen Mierzwa Barrie
Head of Digital Assets
FTSE Russell
Kristen Mierzwa Barrie Head of Digital Assets | FTSE Russell
Kristen joined FTSE Russell in March 2008 to work with Asset Managers that offer Exchange Traded Products, eventually leading the Americas ETP team to partner with clients on the design of alternative and cap weighted indices across asset classes. For example, Kristen has led development of the JP Morgan Diversified Factor Index Series, FTSE Invesco Dynamic Factor Index Series and all FTSE Russell’s full range of digital asset indices, including the most recent launch of the FTSE Grayscale Crypto Sector Index Series.
With more than 20 years of experience in the financial industry, Kristen started her career at Barclays Global Investors (now BlackRock).
David Buttrey
Co-Founder & President
Mangrove AI
David Buttrey, Co-Founder & President | Mangrove AI
With over 20 years as a technologist and executive producer, he blends systems thinking, rapid adoption strategies, and strong go-to-market expertise.
He has driven subcultures into mainstream pop culture, previously servicing over 1 million customers through global live entertainment initiatives and now applies that same playbook at the AI-crypto-finance intersection.
A lifelong innovator, Buttrey has scaled complex initiatives and built AI tools that accelerate adoption while preserving human connection.
He passionately advocates embracing the “supersonic tsunami” of AI-crypto convergence, guiding professionals with thoughtful systems and effective execution.
Kevin Carter
Founder
Carter Financial Group
Kevin Carter, Founder | Carter Financial Group
Kevin especially values the relationships he’s built throughout his career. Getting to know clients, their work, families, and stories, is the part of the job he appreciates most. Since starting in January 1986, he has had the privilege of working with generations of families and watching their financial plans evolve over time.
Outside the office, Kevin enjoys golfing with family and friends, traveling, discovering new restaurants, and cheering on the Chicago Cubs and Bears, both at home and on the road (and occasionally internationally). He’s also a fan of exploring local microbreweries and enjoying great wine with loved ones. A fun personal goal? He hopes to learn how to play the bagpipes someday.
Jiani Chen
Capital
Solana Foundation
Jiani Chen, Capital | Solana Foundation
Earlier in her career, she was an investor at Felicis Ventures where she sourced the team’s investment in Sourcegraph (DevOps, $2B+) and helped to close investments in Xilis (Cancer Diagnostics), and Opsera (DevOps). She also helped to manage Felicis’s investments in several well-known startup unicorns including Canva ($40B+), Cultureamp ($1B+), Hyperscience and Dialpad ($1B+). Other companies Jiani worked on while at Felicis include Assembled, Bluecore ($1B+), Datagrail, Dovetail, Hippo (NASDAQ: HIPO), Alloy.co ($1B+), Ontic, Okera, Overture Life, Puzzle.io, Trialspark ($1B+), TopFunnel, Pendulum Therapeutics, and ProteinQure.
Jiani was previously on the investment team at ICONIQ Capital and Goldman Sachs.
Jiani is an accomplished pianist and passed the highest-level certification (Level 10) in China. Her favorite piece in her repertoire is Chopin’s Fantasie Impromptu in C# Minor (Op. 66). She grew up in Shanghai, China and speaks fluent Mandarin, Spanish, and French. Her favorite sports are alpine skiing, hiking and boxing.
Jake Claver
Chairman & Principal
Digital Ascension Group
Jake Claver, Chairman & Principal | Digital Ascension Group
Tony Erwin
Consultant
Fintech Accord/The Stablecoin Institute
Tony Erwin, Consultant | Fintech Accord/The Stablecoin Institute
Jim Ferraioli
Director of Crypto Research and Strategy
Charles Schwab
Jim Ferraioli, Director of Crypto Research and Strategy | Charles Schwab
Prior to joining Schwab in 2025, Jim was at Morgan Stanley for more than a decade where he was a mid-cap equity portfolio manager and cryptocurrency strategist. He also worked in roles focused on equity trading and as a financial advisor. Jim holds an M.S. in Computer Science from the Georgia Institute of Technology, an MBA from Fordham University, and a B.A. from Seton Hall University. Additionally, he is a Chartered Market Technician® (CMT).
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.
Tracy Gallman
Managing Director, Chief Investment Officer
Axos Invest
Tracy Gallman, CIO | Axos Invest
Currently, Tracy serves as the Managing Director and Chief Investment Officer at Axos Invest, where she is responsible for ETF, mutual funds, separately managed accounts, and digital asset selection. Axos Invest provides both a digital investment platform for self-directed trading investors and a comprehensive, full-service managed account platform. Under Tracy’s leadership, Axos Invest has integrated digital asset ETFs into model portfolios and is actively evaluating digital asset SMA offerings for inclusion on the platform. She also oversees OCIO services for advisors, ensuring customized investment strategies to meet diverse client needs.
Tracy leads the Axos Invest Crypto Strategy and is at the forefront of developing a direct Bitcoin offering within the Self Directed Trading platform, collaborating with a leading institutional custodian in the digital assets industry. Her forward-thinking approach is instrumental in positioning Axos Invest as a leader in the adoption of innovative digital asset solutions.
An active member of the Blockchain Institute, the Institute for Investments & Wealth, and the Money Management Institute, Tracy is committed to industry advancement and education. She holds Series 6, 63, 65, 7, 24, and 26 licenses and is frequently selected as an industry speaker. Tracy is a Certified Portfolio Specialist, a graduate of The Wharton School’s IWI Certified Investment Analyst Program and holds a B.A. in History and Political Science from Point Loma Nazarene University.
Jessi Goostree
Executive Director, Texas Blockchain Council & Founding Board Member, North American Blockchain Association
Jessi Goostree Executive Director, Texas Blockchain Council & Founding Board Member, North American Blockchain Association
Andrew Grant
Director of Manager Research and Investment Solutions
Kayne Anderson Rudnick
Andrew Grant, Director of Manager Research and Investment Solutions | Kayne Anderson Rudnick
Outside of work, Andrew enjoys spending most of his time with his wife and their two children. Sports and family are a big part of their life and keep them outdoors.
David Hirsch
Partner
McGuireWoods
David Hirsch, Partner | McGuireWoods
In addition to his extensive work in securities enforcement, Dave is a trusted adviser to clients on emerging issues related to cybersecurity and crypto assets. He provides comprehensive counsel on the rapidly evolving regulatory landscape surrounding digital assets, blockchain technology and cybersecurity risks. His ability to anticipate and respond to regulatory developments allows clients to stay ahead of potential challenges and capitalize on new opportunities in these dynamic fields.
Dave’s multidisciplinary approach ensures that his clients receive well-rounded guidance, whether they face enforcement actions, seek to implement robust compliance programs or navigate the complexities of digital transformation.
Prior to joining McGuireWoods, Dave served as the head of one of the SEC’s largest and most prolific dedicated enforcement units, playing a pivotal role expanding the Crypto Assets and Cyber Unit’s capabilities and responsibilities, substantially increasing its headcount and broadening its scope. He oversaw the SEC’s cyber and crypto investigations from inception to resolution, including pioneering cases, landmark settlements, and fiercely contested litigation against well-funded and well-represented defendants.
Dave was instrumental in shaping and recommending the SEC’s cyber enforcement priorities and worked closely with other agency offices and divisions on rulemakings and proposals related to cybersecurity, such as the recently enacted Public Issuer Disclosure Rule. A leading voice in the SEC’s approach to crypto regulation, he guided the agency’s enforcement actions concerning registration obligations across a spectrum of crypto asset activities, including token sales, tokenized assets, NFTs, staking services, lending services, and the operations of intermediaries like purported DeFi entities and services.
As counsel to Commissioner Caroline Crenshaw, Dave reviewed and advised on effectively all enforcement recommendations before the commission and worked on a variety of policy and rulemaking proposals. In that role he worked with SEC leadership across multiple offices and divisions and met frequently with market participants, advocates, media and legislative staff.
In addition to these responsibilities, Dave led investigations into emerging technologies, including smart contract exploits and decentralized protocols such as DAOs, making critical recommendations on case management and litigation strategy.
Beyond enforcement, Dave is a thought leader who devoted considerable time to public messaging on the SEC’s policies and practices regarding cybersecurity and crypto assets, delivering keynote speeches at major industry events and contributing to key legal publications on these topics. His reputation as a thought leader is further evidenced by his participation in industry panels and his contributions to key legal publications, where he shares his experience on the intersection of securities regulation, cybersecurity and cryptocurrency.
Adilah Holivay
Chief Executive Officer
Association for Women in Cryptocurrency
Adilah Holivay, Chief Executive Officer | Association for Women in Cryptocurrency
As CEO of the Association for Women in Cryptocurrency (AWIC), a global organization spanning more than 24 countries, Adilah leads initiatives focused on education, workforce development, and expanding access to opportunities in Web3 and digital assets. She also serves as Founder and Chief Blockchain & Digital Assets Officer for DNA Legacy Blockchain Brokerage LLC, advising organizations on blockchain adoption, risk management, wallet management, and digital asset strategy.
Prior to her leadership in Web3, Adilah worked with organizations including Deloitte, Globe Life, and Jack Henry & Associates, helping drive business, compliance, and technology initiatives. She is committed to building a more inclusive, accountable, and opportunity-driven future for the digital economy.
Jeffrey Janson
Senior Wealth Advisor
Fiduciary Financial Advisors
Jeffrey Janson, CFP®, AIFA®, CBDA - Senior Wealth Advisor | Fiduciary Financial Advisors
Recognized as one of the first financial advisors in the United States to earn the Certificate in Blockchain and Digital Assets (CBDA) through the Digital Assets Council of Financial Professionals (DACFP), Jeffrey is a published author and thought leader on cryptocurrency and disruptive financial technologies. His insights have been featured in Barron’s, Kiplinger, Think Advisor and on CNBC.
Committed to lifelong learning and fiduciary excellence, Jeffrey brings forward-thinking perspectives to help advisors and clients thrive at the intersection of traditional planning and the digital-asset economy.
Samir Kerbage
Chief Investment Officer
Hashdex Asset Management
Samir Kerbage, CIO | Hashdex Asset Management
Zach Pandl
Head of Research
Grayscale Investments
Zach Pandl, Head of Research | Grayscale Investments
Ryan Rasmussen
Head of Research
Bitwise Asset Management
Ryan Rasmussen, Head of Research | Bitwise Asset Management
Himanshu Sahay
Co-Founder & CTO
Arch
Himanshu Sahay, Co-Founder & CTO | Arch
Jason Schwartz
Tax Partner
CahillNXT
Jason Schwartz, Tax Partner | CahillNXT
Jason is ranked by Chambers USA, Legal 500 US, and Best Lawyers and has authored numerous tax articles, a Bloomberg BNA Tax Management Portfolio on the taxation of CLOs, and a chapter for Practicing Law Institute on the taxation of digital assets. He is frequently asked to speak on panels and podcasts on a wide range of topics relating to tax.
Jason is committed to pro bono work and community service. He oversees Cahill’s 501Foundry, a pro bono program that incorporates, advises, and obtains tax-exemption for charitable and other nonprofit organizations. Under Jason’s ten-plus years of oversight, 501Foundry has helped hundreds of charitable organizations obtain tax exempt status.
Camelia Lopez Shoemaker
Partner
Holland & Knight LLP
Camelia Lopez Shoemaker, Partner | Holland & Knight LLP
With more than two decades of experience in the prosecution of complex criminal matters and civil cases in federal and state courts and extensive foreign and domestic public engagement, she is recognized for her leadership in jury trials involving cyber threats and fraud, as well as her knowledge and skill regarding national security and public-private partnerships.
Prior to joining Holland & Knight, Ms. Shoemaker served in the U.S. Department of Justice’s (DOJ) Office of Overseas Prosecutorial Development, Assistance and Training (OPDAT) as the sole global attorney advisor for dark web and cryptocurrency matters. In that role, she advised and trained law enforcement officials regarding cyber investigations and cryptocurrency matters across sub-Saharan Africa, Southeast Asia, Eastern Europe and Latin America.
Previously, Ms. Shoemaker spent 15 years as an Assistant United States Attorney for the Eastern District of Texas, where she held various leadership roles while also leading investigations into emerging cyber threats, intellectual property and national security matters, and guiding high-profile prosecutions, including landmark cases in cybercrime and terrorism. She also served as the district’s elder justice coordinator, which involved implementing the DOJ’s Elder Justice Initiative at the local level, leading public outreach regarding financial scams targeting seniors, and partnering with local banking and retail sectors to increase awareness of fraud typologies and coerced banking activity. She began her career as a prosecutor in the Dallas County District Attorney’s Office.
In addition to her professional endeavors, Camelia has served as a volunteer with the Girl Scouts of Northeast Texas and Watermark Community Church and presently serves on the Boards of the Dallas Children’s Theater, New Friends New Life, and The Root Cause.
She holds a B.B.A. in Finance from SMU and a J.D. from American University’s Washington College of Law.
Ali Tager
Vice President of External Affairs
National Cryptocurrency Association
Ali Tager, Vice President of External Affairs | National Cryptocurrency Association
Manoj Vasudevan
Director & Portfolio Manager
KAUST Investment Management Company
Manoj Vasudevan, Director & Portfolio Manager | Kaust Investment Management Company
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.
What Your Peers Are Saying
“If you want to understand where the future is headed, you have to attend Crypto Convergence!”
“This was my 3rd time attending Crypto Convergence. I love the way it’s structured in that there are no breakout sessions. It’s the premier conference to connect with peers and hear how they are incorporating digital assets into their practice.”
“If you’re in finance and serious about investing in crypto and blockchain, Crypto Convergence is the event you don’t want to miss.”
“The sessions were packed with valuable insights, and the speakers did an outstanding job of making complex topics both understandable and relevant. For advisors looking to educate themselves on new technologies and stay ahead of industry trends, this is a must-attend event.”
“I was impressed by the quality of the attendees. And the programming of the content was great. Great conference!”
“Attending DACFP’s Crypto Convergence is one of the highest-ROI uses of an advisor’s time. The conference delivers concentrated, high-quality insight giving attendees the current context and strategic perspective required to serve clients at the highest level.”