Completed Events

Drawing from 40 years of providing financial advice and 18 years of producing world-class finance events, DACFP brings together leading experts, fund managers and service providers to give you educational, sales, marketing and networking opportunities through conferences, webinars and roundtables. Below are some of our most recent events. Click each to watch the replay or view the agendas.

PAST EVENT

How To Engage in Due Diligence of Digital Assets Managers, Products and Platforms

Conducting due diligence is never easy – and it’s particularly complex when crypto is involved.
In this vitally important webinar led by Ric Edelman, you’ll hear from Matthew Kolesky, Arbor Digital’s Co-Founder and Compliance Officer, and Alexander Nary, Head of BitGo’s HeightZero. You’ll discover what to look for – and what to avoid – when you’re conducting due diligence for crypto asset management platforms and managed crypto solutions for client portfolios.

Whether you’re interested in Separately Managed Accounts or other direct exposure investment solutions, this session is for you!

DATE: February 13, 2024 | LOCATION: VIRTUAL | CLICK TO WATCH THE REPLAY

PAST EVENT

Answering the Top 10 Questions About the New Bitcoin ETFs

Spot bitcoin ETFs are here! What does their approval mean for investors? Join Ric Edelman and Bitwise CIO Matt Hougan as they answer your most pressing questions about the new spot bitcoin ETFs.

DATE: January 12, 2024 | LOCATION: VIRTUAL | CLICK TO WATCH THE REPLAY

PAST EVENT

Is the Crypto Winter Over?

To find the answer, take a look at the trend signals, which can help you detect positive vs. negative momentum. Today’s crypto trend signals might help you recognize what’s coming next for crypto prices – and whether you should allocate more to BTC or ETH right now.

Join Ric Edelman for a fascinating and informative webinar along with Erik Anderson, Senior Digital Assets Research Analyst at Global X ETFs, and Andy Baehr, Managing Director of CoinDesk Indices. They’re going to show you how you can do better when dealing with the question of allocating crypto for your client portfolios.

DATE: December 13, 2023 | LOCATION: VIRTUAL | CLICK TO WATCH THE REPLAY

PAST EVENT

What Advisors and Investors Are Saying Today About Digital Assets

Is your thinking about crypto in sync with advisors around the country? What are other financial advisors saying about the thawing of the crypto winter – and are they excited about the new spot bitcoin ETFs that are coming soon? Be the first to see the results of the latest survey of financial advisors, which was conducted by McKinsey & Company and Lionsoul Global. You’ll discover what advisors are thinking and doing about crypto, the products they want, and the essential services they say they need to help them attract and retain new clients. You’ll discover if you’re ahead of the competition – or falling behind. A can’t miss event!

DATE: NOV 29, 2023 | LOCATION: VIRTUAL | CLICK TO WATCH THE REPLAY

PAST EVENT

Capturing Yields in a High-Rate Environment with Bond ETFs

Bonds are back and once again delivering strong yields. Are you helping your clients take advantage of the highest bond returns in decades? This event will reveal the best opportunities in fixed income right now and give you the information you need to have about the economic outlook for your client conversations. Join Ric Edelman and PIMCO’s David Braun for this important and timely webinar.

DATE: OCT 24, 2023 | LOCATION: VIRTUAL | CLICK TO WATCH THE REPLAY

PAST EVENT

The Data That Can Help You Determine Which Digital Assets To Consider for Your Portfolio

As an experienced financial advisor, you know that portfolio managers and analysts use key data sets and measurements to help them determine their investments in stocks, bonds and real estate. But did you know that similar analytic tools are now available for helping you select which digital assets to invest in? Get a tour of what leading-edge research looks like for this new asset class, and discover how tokenomics can help you make investment decisions regarding crypto coins and tokens.

DATE: OCT 11, 2023 | LOCATION: VIRTUAL | CLICK TO WATCH THE REPLAY

PAST EVENT

What You Need To Know About Ethereum Futures ETFs

We already have bitcoin futures ETFs. Now, get ready for Ethereum futures ETFs – based on the second-largest digital asset by market cap. Join Ric Edelman and Bitwise CIO Matt Hougan to learn how this ETF works, so you can effectively answer client questions and determine whether to add Ethereum to your clients’ portfolios. The crypto wave is building fast, and this webinar will give you the information you need about one of the newest opportunities in investment management.

DATE: OCT 3, 2023 | LOCATION: VIRTUAL | CLICK TO WATCH THE REPLAY

PAST EVENT

Are You Ready for a Bitcoin ETF?

Some of the most prominent asset managers in the country–including BlackRock, Fidelity, Global X, ARK, WisdomTree, Invesco Galaxy, Bitwise and a few others–have filed applications to launch bitcoin ETFs. Are you ready to respond to client questions? In this one-hour webinar, Bitwise CIO Matt Hougan joins Ric Edelman to explain what every financial advisor and investor need to know.

DATE: AUG 8, 2023 | LOCATION: VIRTUAL | CLICK TO WATCH THE REPLAY

PAST EVENT

The Potential for AUM Growth Through Crypto SMAs

Financial advisors are increasingly shifting client assets to Separately Managed Accounts. Now, crypto SMAs are available to financial advisors. Discover how crypto SMAs work, how to gain access to crypto SMAs, and how you can use them to increase your AUM.

DATE: JULY 12, 2023 | LOCATION: VIRTUAL | CLICK TO WATCH THE REPLAY

PAST EVENT

VISION 2023

Our hugely popular VISION conference returned in-person in 2023 with cutting-edge educational content and actionable ideas from leading investors and industry thought leaders. Chaired by Ric Edelman, VISION is specifically for financial professionals, giving you the core information you need about the blockchain and digital assets.

DATE: JUNE 12-14, 2023 | LOCATION: AUSTIN, TX | CLICK FOR DETAILS

PAST EVENT

Crypto and Self-Custody: The Future of Wealth and Asset Management

In this webinar, we introduce you to the world of crypto self-custody and all its benefits for advisors and clients. We will demystify working with clients on-chain, provide an overview of decentralized finance, and show advisors how to start advising and making recommendations to their clients directly on decentralized protocols in a completely non-custodial way.

DATE: MAY 23, 2023 | LOCATION: VIRTUAL | CLICK TO WATCH THE REPLAY

PAST EVENT

How Crypto Is Really Going to Change The World:
12 Real World Use Cases

Crypto skeptics often complain that the only people buying digital assets are get-rich-quick scammers trying to make a fast buck. These skeptics fail to realize that crypto is on the cusp of transforming commerce, media, and your everyday life on a global scale. Virtually every industry can apply this innovative technology to help them operate their businesses faster, cheaper and safer – with greater transparency and inclusion.

DATE: APRIL 25, 2023 | LOCATION: VIRTUAL | CLICK TO WATCH THE REPLAY

PAST EVENT

The Top 10: What’s Next for Crypto in 2023

Will the crypto winter thaw, leading to new all-time highs, or will things get even worse? In this one-hour webinar, Bitwise CIO Matt Hougan and DACFP Founder Ric Edelman will share the top ten trends for crypto that you can expect to see in 2023.

DATE: FEBRUARY 7, 2023 | LOCATION: VIRTUAL | CLICK TO WATCH THE REPLAY

PAST EVENT

Does Tech Still Belong in Client Portfolios?

The past 12 months have been bad enough for equities market, but it’s been far worse for the tech sector – raising real concerns about whether advisors should retain them in client portfolios. This timely event will help you evaluate the market, and provide you with messaging for client conversations. Ric Edelman and Invesco’s Ryan McCormack host this informative webinar.

DATE: NOVEMBER 15, 2022 | LOCATION: VIRTUAL | CLICK TO WATCH THE REPLAY

PAST EVENT

The FTX Saga: What it Means for Crypto

FTX, one of the world’s largest crypto exchanges, collapsed in just 72 hours, wiping out $30 billion in value and causing a cascading decline in the value of all digital assets. In this urgent webinar, DACFP Founder Ric Edelman and Bitwise CIO Matt Hougan explain what happened, what will happen next, and what this means long-term for crypto. They’ll also tell you what to say to clients who express concern – or curiosity – about the news. If you want to stay on top of the latest in crypto, this is a must-see webinar!

DATE: NOVEMBER 11, 2022 | LOCATION: VIRTUAL | CLICK TO WATCH THE REPLAY

PAST EVENT

Investing in the Global Crypto Industry Via “Picks and Shovels”

Since bitcoin’s invention in 2009, the investable universe of cryptoassets has rapidly expanded. Today, the investment opportunity is bigger and broader than ever – as are the complexities of choosing how best to allocate to crypto. In this 1-hour webinar, award-winning financial advisor Ric Edelman will join Global X ETFs’ Pedro Palandrani, Director of Research, along with Digital Asset Research Analysts Erik Anderson and Christian Hazim, to explore the “picks and shovels” approach to adding crypto to client portfolios – investing in crypto mining equipment manufacturers, bitcoin miners, crypto exchanges and brokerages, and much more.

DATE: NOVEMBER 7, 2022 | LOCATION: VIRTUAL | CLICK TO WATCH THE REPLAY

PAST EVENT

2022: The Greatest Advisor Opportunity in 14 Years – if You Act Now

Sure, 2022 has been a challenging year. Both stocks and bonds are down – which hasn’t happened since the Credit Crisis of 2008. That makes 2022 the best opportunity in 14 years for you to show your clients that you offer outstanding value. Join Ric Edelman for a special webinar with Michael Lane of BlackRock. They will show you how you can help your clients reduce their tax liabilities and increase client loyalty. This is a must-attend webinar!

DATE: OCTOBER 20, 2022 | LOCATION: VIRTUAL | CLICK TO WATCH THE REPLAY

PAST EVENT

Living the Digital Life: The Coming Age of True Portfolio Personalization – and Empowerment

Come learn how Web3 will enable you to provide new levels of value to your clients, bringing enjoyment, benefits, and community into their lives. In this eye-opening event, you’ll discover how the management of your client’s life and their portfolio will merge, creating opportunities for new types of advisory services – and making obsolete the advisors who refuse or fail to adapt. Your journey building the advisory practice of the 2030s starts here.

DATE: OCTOBER 12, 2022 | LOCATION: VIRTUAL | CLICK TO WATCH THE REPLAY

PAST EVENT

Ethereum: Why the “Merge” is so Important

Join us for this special one-hour webcast, where Ric Edelman and Bitwise CIO Matt Hougan will reveal what the “Merge” means for Ethereum and holders of ETH – and how you can answer your clients’ questions about crypto’s second-largest asset.

DATE: SEPTEMBER 16, 2022 | LOCATION: VIRTUAL | CLICK TO WATCH REPLAY

PAST EVENT

Bitcoin Mining 2022

Hear from leading bitcoin mining experts and learn what mining is, how it works and the investment opportunities for you and your clients. We will explore the biggest misconceptions about mining – including energy waste and geopolitical risk – and discover the potential for renewable and fully sustainable mining operations.

DATE: July 20, 2022 | LOCATION: VIRTUAL | CLICK TO WATCH THE REPLAY

PAST EVENT

Monday’s Crypto Crash:
What You Need to Know Right Now

Bitcoin fell over 16% last week and is still falling. What does this mean for crypto – and for investments your clients hold in this new asset class? Join Ric Edelman for this special, urgent webinar, with valuable information and plenty of Q&A

DATE: June 16, 2022 | LOCATION: VIRTUAL | CLICK TO WATCH THE REPLAY

PAST EVENT

VISION 2022

Our hugely popular VISION conference returned in-person in 2022 with cutting-edge educational content and actionable ideas from leading investors and industry thought leaders. Chaired by Ric Edelman, VISION is specifically for financial professionals, giving you the core information you need about the blockchain and digital assets.

DATE: June 8-9, 2022 | LOCATION: AUSTIN, TX | CLICK FOR DETAILS

PAST EVENT

What’s Next for Crypto: Advisor-Managed IRAs

Get ready for what’s next: qualified custodians that allow financial advisors to open accounts on behalf of their clients, in just about any account registration you want – individual, joint, trust, TOD, UTMA, and even Deductible, Non-Deductible and Roth IRAs.

DATE: May 24, 2022 | LOCATION: VIRTUAL | CLICK TO WATCH THE REPLAY

PAST EVENT

Understanding NFT Funds and Tickerized Crypto Trusts

Two sectors of the crypto world are getting huge investor attention: Non-fungible tokens and OTC Trusts that invest in bitcoin, Ethereum and other digital assets. Although many are investing, few understand what NFTs and OTC trusts really are. In this webinar, Ric Edelman and Osprey CEO Greg King will explain these popular products to you, including the role they can play in a diversified portfolio. You’ll discover how to talk with clients about them, adding value to your client relationships.

DATE: March 22, 2022 | LOCATION: VIRTUAL | CLICK TO WATCH THE REPLAY

PAST EVENT

What’s Next for Blockchain and Digital Assets in 2022 and Beyond

The rapid emergence of blockchain technology and digital assets is creating unprecedented opportunity, while also upending many long-standing industries and practices. In this webinar, Matt Kunke, Digital Assets Research Analyst at Global X will reveal the key trends and investment considerations for this powerful theme in 2022 and beyond.

DATE: January 20, 2022 | LOCATION: VIRTUAL | CLICK TO WATCH THE REPLAY

PAST EVENT

Silent Killer: The Biggest Threat to Financial Advisors and How You Can Protect Your Practice

2021 will be remembered as the year digital assets went mainstream. Failure to acknowledge this will cause advisors to lose credibility, clients and AUM.

DATE: January 5, 2022 | LOCATION: VIRTUAL | CLICK TO WATCH THE REPLAY

PAST EVENT

The Remarkably Easy Way to Allocate to Blockchain and Digital Assets

As digital assets become mainstream, more and more investment opportunities become available to access the asset class.

DATE: December 2, 2021 | LOCATION: VIRTUAL | CLICK TO WATCH THE REPLAY

PAST EVENT

The Role of Digital Assets in Modern Portfolio Construction

SkyBridge Capital founder Anthony Scaramucci provides his thoughts on why it’s dangerous not to be long crypto and why all institutions will soon have exposure to Bitcoin.

DATE: November 18, 2021 | LOCATION: VIRTUAL | CLICK TO WATCH THE REPLAY

PAST EVENT

DACFP VISION – FALL 2021

The premier event on blockchain and digital assets. Our hugely popular VISION Conference returned with cutting-edge educational content and actionable ideas from leading investors and industry thought leaders. Chaired by Ric Edelman, VISION is specifically for financial advisors, created by financial advisors, giving you the core information you need about the blockchain and digital assets.

DATE: October 19, 2021 | LOCATION: VIRTUAL | CLICK TO WATCH THE REPLAY

PAST EVENT

What You Need to Know About Digital Assets

Grayscale Investments is the world’s largest manager of digital assets, with more than $30 billion in AUM. In this informative and engaging webinar, Grayscale CEO Michael Sonnenshein will share his investment thesis for digital assets, his views of the regulatory landscape and the future of digital assets.

DATE: August 10, 2021 | LOCATION: VIRTUAL | CLICK TO WATCH THE REPLAY

PAST EVENT

Bitcoin Mining: Opportunities for Financial Professionals

Hear from the leading bitcoin miners in the U.S., publicly trading mining companies and start-ups in this ecosystem. You’ll learn what mining is, how it works and the investment opportunities for you and your clients. We will explore the biggest misconceptions about mining – including energy waste and geopolitical risk – and discover the potential for renewable and fully sustainable mining operations.

DATE: July 22, 2021 | LOCATION: VIRTUAL | CLICK TO WATCH THE REPLAY

PAST EVENT

How To Invest in Digital Assets in Your Retirement Account

22% of advisory clients own bitcoin and other digital assets, but only 3.5% hold it via their financial advisors. Learn how you can capture these assets while improving your clients’ experience – by showing them how they can invest in bitcoin and digital assets in a tax-efficient way using their retirement accounts!

DATE: July 13, 2021 | LOCATION: VIRTUAL | CLICK TO WATCH THE REPLAY

PAST EVENT

Digital Assets and Volatility: The Inherent Risk on Every Advisor’s Mind

Volatility in the prices of digital assets is a central concern of financial professionals. Attend this special 1-hour webinar and learn the causes of recent volatility – and whether it will continue.

DATE: June 28, 2021 | LOCATION: VIRTUAL | CLICK TO WATCH THE REPLAY

PAST EVENT

Investing in Emerging Digital Assets:
Catching The Wave

As the digital asset ecosystem evolves, new investment opportunities continue to emerge. Do you know what they are and how to capture them?

DATE: June 3, 2021 | LOCATION: VIRTUAL | CLICK TO WATCH THE REPLAY

PAST EVENT

The Case For Index Funds In Digital Assets

Matt Hougan, Chief Investment Officer for Bitwise Asset Management, former CEO of ETF.com, and the co-author of the CFA Institute’s newly published Guide to Cryptoassets, examines the case for index-based strategies in digital assets.

DATE: May 11, 2021 | LOCATION: VIRTUAL | CLICK TO WATCH THE REPLAY

PAST EVENT

Should You Invest in Bitcoin? The View Through an Analyst Lens

Kevin Kelly talks with Ric Edelman to help advisors understand the benefits of using on-chain data.

DATE: April 27, 2021 | LOCATION: VIRTUAL | CLICK TO WATCH THE REPLAY

PAST EVENT

How to Incorporate Digital Assets into Client Portfolios

MarketWatch | Investing in Crypto | A Virtual Event Series

DATE: April 14, 2021 | LOCATION: VIRTUAL | DETAILS

PAST EVENT

Understanding Bitcoin Cycles & Blockchain Data

What if Bitcoin’s latest surge was actually predictable? Leveraging the transparency of the Bitcoin blockchain, Ben McMillan talked with Ric Edelman to help advisors understand past Bitcoin cycles and where the market stands today.

DATE: APRIL 6, 2021 | LOCATION: VIRTUAL | CLICK TO WATCH THE REPLAY

PAST EVENT

DACFP VISION

As an RIA, you need to adapt–or risk losing credibility, clients and AUM. Chaired by Ric Edelman, DACFP VISION was an event designed specifically for financial advisors, giving core information on the blockchain and digital assets.

DATE: MARCH 4, 2021 | LOCATION: VIRTUAL | CLICK TO WATCH THE REPLAY

PAST EVENT

Understanding Your Investment Options in Digital Assets

There’s a new surge in digital assets, driven by institutional buyers. What do they know that you don’t? Let Ric Edelman, Dan Eyre and Matt Kolesky help you understand the investment options in this new asset class.

DATE: FEBRUARY 10, 2021 | LOCATION: VIRTUAL | CLICK TO WATCH THE REPLAY

PAST EVENT

GBC Sessions: Navigating Digital Assets for RIAs

There are many difficulties for RIA’s in accessing digital assets, access points, custody and compliance. This highly qualified panel walked through the issues and took questions from the audience on these points.

DATE: JANUARY 27, 2021 | LOCATION: VIRTUAL | CLICK TO WATCH THE REPLAY

PAST EVENT

Ask the Expert: Ric Edelman, Digital Assets Council of Financial Professionals

Presented by Ric Edelman, Founder, Edelman Financial Engines & RIA Digital Assets Council

DATE: JANUARY 21, 2021 | LOCATION: VIRTUAL | CLICK TO WATCH THE REPLAY

PAST EVENT

GBC RIA SERIES: No More Excuses — RIAs Need to Get on the Digital Asset Train Now

Straight talk from industry leaders and subject matter experts on the dos and don’ts for RIAs in digital Assets. Learn ways to get involved and how to best position yourself in the current environment for success in the future.

DATE: JANUARY 13, 2021 | LOCATION: VIRTUAL | CLICK TO WATCH THE REPLAY

PAST EVENT

Cryptocurrency: What is driving institutional adoption?

As a financial advisor, you need to adapt so you don’t lose credibility with your clients. Ric Edelman , Tom Jessop and Zac Prince discuss what is driving institutional adoption of digital assets.

DATE: DECEMBER 15, 2020 | LOCATION: VIRTUAL | CLICK TO WATCH THE REPLAY

PAST EVENT

T3 Advisor Conference: Digital Assets Explained

Find New Advisor Technology Solutions at the T3 Advisor Conference

DATE: FEBRUARY 17, 2020 | LOCATION: SAN DIEGO, CA | CLICK TO SEE AGENDA

PAST EVENT

TD LINC: Digital Assets Explained

It was standing room at two events as more than 1,000 financial advisors discovered the impact blockchain will have on the global economy and the financial services industry, and how they can add digital assets to their clients’ portfolios.

DATE: JANUARY 29, 2020 | LOCATION: ORLANDO, FL | CLICK TO SEE AGENDA

PAST EVENT

Inside ETFs: Digital Assets Explained

Positioning your business for significant success in the new world

DATE: JANUARY 26, 2020 | LOCATION: HOLLYWOOD, FL | CLICK TO SEE AGENDA

PAST EVENT

Digital Asset Strategy Summit (DASS)

Building a bridge for institutional investors to embrace the crypto + blockchain paradigm.

DATE: OCTOBER 20-21, 2019 | LOCATION: DALLAS, TX | CLICK TO SEE AGENDA

PAST EVENT

Barron’s Top Advisor Summit Blockchain & Cryptoasset Pre-Conference

Throughout the year, Barron’s Advisor brings its best insights on practice management to regions across the country.

DATE: MARCH 16-17, 2019 | LOCATION: SALT LAKE CITY, UT | CLICK TO SEE AGENDA

PAST EVENT

Digital Asset Strategy Summit (DASS)

Building a bridge for institutional investors to embrace the crypto + blockchain paradigm.

DATE: OCTOBER 16-17, 2018 | LOCATION: DALLAS, TX | CLICK TO SEE AGENDA