Completed Events

Drawing from 35 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.

See Photos From Past Events

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