
AGENDA
(All times Eastern Time)
11:00 – 11:30am
Visit Exhibit Booths
11:30 – 11:40am
Digital Assets: A New Era for Investing
Ric Edelman, founder of the nation’s largest independent RIA and three-time winner as Barron’s #1 independent financial advisor, provides a quick overview: how this burgeoning asset class emerged, its status and what’s to come.
Ric Edelman, Founder
RIA Digital Assets Council
11:40am – 12:30pm
Use Cases: Not Just Beanie Babies and Tulip Bulbs
Blockchain and digital assets are going to revolutionize commerce on a global scale. You’ll be amazed at the incredible array of uses by dozens of industries, led by companies at the forefront of this revolution.
Session Leader:
Ric Edelman, Founder
RIA Digital Assets Council
Panelists:
Camilla Churcher, Head of Business Development
Celsius
John Hoffman, Head of Americas, ETFs & Indexed Strategies
Invesco Ltd.
Matt Hougan, Chief Investment Officer
Bitwise Asset Management
12:30 – 1:00pm
Lunch/Visit Exhibit Booths
1:00 – 1:30pm
Conversation with SEC Commissioner Hester Peirce
In this captivating fireside chat, Commissioner Peirce will offer her latest views about blockchain and digital assets.
Ric Edelman, Founder
RIA Digital Assets Council
Hester M. Peirce, Commissioner
U.S. Securities and Exchange Commission
1:30 – 2:15pm
Why Institutional Investors Are Adding Digital Assets to Their Portfolios
Institutional investors hailing from hedge funds, major corporations and technology firms and asset managers are now investing in digital assets. See what they’re up to – and why.
Session Leader:
Raoul Pal, CEO & Co-Founder, Real Vision Group
Founder, Global Macro Investor
Panelists:
Anthony Scaramucci, Founder
SkyBridge Capital
Dan Tapiero, Founder & CEO
10T Holdings LLC
Mark Yusko, CEO & CIO, Morgan Creek Capital
Partner, Morgan Creek Digital Assets
2:15 – 2:35pm
Making the Move: Adopting Digital Assets in a Client Portfolio
In the last session, you heard why institutional investors are engaging. Now, you will discover the considerations and infrastructure required to invest in digital assets. From custody and liquidity to support and security, we break down what a digital asset service offering looks like for advisors and their clients in a 24H /365 market like bitcoin.
Ric Edelman, Founder
RIA Digital Assets Council
Christine Sandler, Head of Sales & Marketing
Fidelity Digital Assets
2:35 – 3:05pm
Understanding Custody
This is a top advisor concern. Learn about the major advances in the past two years, and explore:
- The role of custodians in the digital asset space
- Why buying bitcoin is different from storing bitcoin
- Hot vs Cold wallets
- What is a regulated custodian
Session Leader:
Ric Edelman, Founder
RIA Digital Assets Council
Panelists:
Ryan Radloff, CEO
Kingdom Trust
Christine Sandler, Head of Sales & Marketing
Fidelity Digital Assets
3:05 – 3:25pm
How to Incorporate Digital Assets into Your Practice Management
- How to buy, sell and rebalance digital assets
- How to track and report client holdings on their digital assets
- How to collect your AUM fee on these investments
Ric Edelman, Founder
RIA Digital Assets Council
Dan Eyre, CEO & Co-Founder
Blockchange
3:25 – 3:50pm
Visit Exhibit Booths
3:50 – 4:10pm
The Emergence of Prime Brokerage in Digital Assets
- What services are provided by Prime Brokers in this space?
- How does this compare to traditional markets?
- What is the importance of trading directly from cold storage?
- What are interest bearing crypto accounts and how/by whom are these managed?
Ric Edelman, Founder
RIA Digital Assets Council
Pete Najarian, Chief Revenue Officer
BitGo
4:10 – 4:35pm
How to Incorporate Digital Assets into Asset Allocation Models
You’ve educated yourself on digital assets. The next step is choosing which digital assets to invest in, the vehicles to use and how to fit the asset class into a diversified portfolio.
Session Leader:
Ric Edelman, Founder
RIA Digital Assets Council
Panelists:
Jon Maier, Chief Investment Officer
Global X ETFs
Ben McMillan, Chief Investment Officer
IDX
4:35 – 5:00pm
Explaining Digital Assets to Clients
Surveys show that 92% of financial advisors they don’t know how to explain digital assets to their clients. This session will show you how to communicate effectively with your clients about this asset class.
Session Leader:
Ric Edelman, Founder
RIA Digital Assets Council
Panelists:
Christopher King, Founder & CEO
Eaglebrook Advisors
Katrina Scott, CFA, Chief Investment Officer
Mariner Wealth Advisors
5:00 – 5:30pm
Bonus Session: Q & A with Ric Edelman
Get answers to your questions from one of the most influential people in the financial planning profession.
Ric Edelman, Founder
RIA Digital Assets Council
Watch the Session Replays
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