
VISION REPLAY LIBRARY
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? Ric and Sunayna will reveal the latest for you.
Ric Edelman, Founder
Digital Assets Council of Financial Professionals
Sunayna Tuteja, Chief Innovation Officer
Federal Reserve System
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)
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
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.
Session Leader
David Canter, EVP, Head of RIA & Family Office Segments
Fidelity Investments
Panelists
Michael Greenwald, Director of Digital Asset Education
Tiedemann Advisors
Christine Sandler, Head of Sales & Marketing
Fidelity Digital Assets
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
Innovative Investment Opportunities in Digital Assets
With more new and innovative investment choices coming to market, we will explore the various investment opportunities available to advisors in the world of digitals assets.
Session Leader
Ric Edelman, Founder
Digital Assets Council of Financial Professionals
Panelists
Mitchell Dong, CEO
Pythagoras Investments
John Hoffman, Head of Americas, ETFs & Indexed Strategies
Invesco Ltd.
Greg King, CEO
Osprey Funds
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
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
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
Christopher King, Founder & CEO
Eaglebrook Advisors
Matthew Kolesky, President
Arbor Capital Management
Jon Maier, Chief Investment Officer
Global X ETFs