OCTOBER 19 | Virtual Conference

Be at the forefront:
Gain credibility, clients and AUM

Our hugely popular VISION Conference returns 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.

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CE credits will be available.

Conference Chair

Ric Edelman

Ric Edelman

Founder
Digital Assets Council of Financial Professionals

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Featured Speakers

Mitchell Dong

Mitchell Dong

Founder & CEO
Pythagoras Investments

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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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Greg King

Greg King, CFA

Founder, CEO
Osprey Funds

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Jon Maier

Jon Maier

Chief Investment Officer
Global X ETFs

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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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Topics Include:

  • Understanding Blockchain
  • Why Should I Add Digital Assets to My Clients’ Portfolios?
  • The Investment Options in Digital Assets: Mining, Coins & Tokens, NFTs, Funds, Picks & Shovels, Generating Yield
  • Portfolio Management with Digital Assets: Dollar-Cost Averaging, HODL, Rebalancing, Using Retirement Accounts
  • Making Sure Your Digital Asset Investments Are Safe and Secure
  • How to Track and Report Clients’ Holdings of Digital Assets
  • Taxes: the Reporting Requirements and Tax Rates for Digital Assets
  • Legal and Compliance: the Regulatory Issues Associated with Owning and Trading Digital Assets
  • How to Collect Your AUM Fee on Digital Assets
  • How To Explain Digital Assets to Clients

Lead Sponsor

Sponsors

REGISTER NOW FOR VISION 2021

Watch the March ’21 Session Replays

We invite you to watch each session from our March ’21 VISION conference. Simply fill out the quick form below to access the videos.