The Pendulum Has Shifted: “Why Aren’t You Buying Digital Assets?”

Financial services industry legend Ric Edelman tells us why it’s so important – and not too late – to add digital assets to client portfolios.

Ric Edelman, Founder
Digital Assets Council of Financial Professionals

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

Overcoming the 15 Most Common Digital Asset Investor Objections

Not sure how to explain digital assets to clients? Ric will show you how to answer the 15 most common objections.

Ric Edelman, Founder
Digital Assets Council of Financial Professionals