MARCH 4 | Virtual Conference

The Blockchain and Digital Assets
Are Now Mainstream

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

6 CFP CE credits were available
Investments & Wealth Institute® accepted RIADAC VISION for 6 hours of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications

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WATCH THE SESSION REPLAYS

Conference Chairperson

Ric Edelman

Ric Edelman

Founder
RIA Digital Assets Council

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Featured Speakers

Camilla Churcher

Camilla Churcher

Head of Business Development
Celsius

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Ric Edelman

Dan Eyre

CEO & Co-Founder
Blockchange

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John Hoffman

John Hoffman

Head of Americas, ETFs & Indexed Strategies
Invesco Ltd.

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Matt Hougan

Matt Hougan

Chief Investment Officer

Bitwise Asset Management

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Christopher King

Christopher King

Founder & CEO
Eaglebrook Advisors

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Jon Maier

Jon Maier

Chief Investment Officer
Global X ETFs

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Ben McMillan

Ben McMillan

Chief Investment Officer
IDX

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Pete Najarian

Pete Najarian

Chief Revenue Officer
BitGo

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Raoul Pal

Raoul Pal

CEO & Co-Founder
Real Vision Group
Founder
Global Macro Investor

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Hester Pierce

Hester M. Peirce

Commissioner
U.S. Securities and Exchange Commission

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Ryan Radloff

Ryan Radloff

CEO
Kingdom Trust

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Christine Sandler

Christine Sandler

Head of Sales & Marketing
Fidelity Digital Assets

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Anthony Scaramucci

Anthony Scaramucci

Founder
SkyBridge Capital

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Katrina Scott

Katrina Scott, CFA

Chief Investment Officer
Mariner Wealth Advisors

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Dan Tapiero

Dan Tapiero

Founder & CEO
10T Holdings LLC

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Mark Yusko

Mark Yusko

CEO & CIO
Morgan Creek Capital Management
Partner
Morgan Creek Digital Assets

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“In my 34 years as an advisor, I’ve attended many educational events. This was easily one of the best and most useful.”
Kevin Bourke, President
Bourke Wealth Management

Event was fantastic, lots of info. Really opened my eyes to the legitimacy of digital assets.
Stan Emery, IAR
Cambridge Investment Research

“The content was eye-opening. Thank you! It’s rare for me to get this much insight from a single conference.”
Michael Dunne, Financial Advisor
Cereus Financial Advisors, LLC

“Really excellent content! Thank you for doing this.”
Diane Weyrick, Advisor
DWM Financial, LLC

“Great presentation. Quality panels.”
Robert Dwyer, CIO
Chancellor Financial

“Excellent program. Well organized…awesome presenters and information. Well done!”
John Davis, Executive Director
Edelman Financial Engines

“I thoroughly enjoyed your VISION conference. Great speakers, well organized and well executed.”
Dudley Saurman, Principal
CFP® EA

Topics Included:

  • What Are Digital Assets?

  • Understanding Blockchain, the Underlying Technology for All Digital Assets
  • Why Should I Add Digital Assets to My Clients’ Portfolios?
  • How Do I Explain Digital Assets to My Clients?
  • How Does One Buy Digital Assets?
  • How Do I Know My Clients’ Digital Asset Investments Are Safe and Secure?
  • How Do I Track and Report My Clients’ Holdings of Digital Assets?

  • How Should I Incorporate Digital Assets into My Asset Allocation Models?

  • Taxes: What are the Reporting Requirements and Tax Rates for Digital Assets?

  • Legal and Compliance: What are the Regulatory Issues and Requirements for Owning and Trading Digital Assets?

  • How Do I Collect My AUM fee on Digital Assets?

Lead Sponsor

Sponsors

Watch the Session Replays

We invite you to watch each session from VISION. Simply fill out the quick form below to access the videos. The viewing of this webinar is exclusively for investment professionals and accredited investors. By completing this form, you agree to grant DACFP permission to share this information with the webinar sponsor.