REGISTER NOW FOR VISION 2022!

Our VISION conference returns in-person, June 8-9, 2022 in Austin, Texas
ATTENDEES WILL TOUR A BITCOIN MINING FACILITY!

GET THE DETAILS AND REGISTER

With 1,300 financial professional attendees, our Fall ’21 VISION virtual conference was a huge success. We thank those for attending and encourage others to watch the replay and get educated on the core information you need about the blockchain and digital assets.

WATCH THE FALL '21 REPLAY

NOTE: Public video replays are coming soon. At this time, replays are only available to conference attendees.

SEE THE AGENDA

6 CFP, CFA, CIMA®, CPWA®, CIMC®, and RMA® CE credits were available

Fall ’21 Conference Chair

Ric Edelman

Founder
DACFP

Read Bio

Fall ’21 Keynote Speaker

Cynthia Lummis

(R-WY)
United States Senator

Read Bio

Fall ’21 Featured Speakers

Glen Barber

Glenn Barber

Head of Sales – Americas
Copper.co

Read Bio
David Canter

David Canter

EVP
Head of RIA & Family Office Segments
Fidelity Investments

Read Bio
Mitchell Dong

Mitchell Dong

Founder & CEO
Pythagoras Investments

Read Bio
Ric Edelman

Dan Eyre

CEO & Co-Founder
Blockchange

Read Bio
Michael Greenwald

Michael Greenwald

Director of Digital Asset Education
Tiedemann Advisors

Read Bio
John Hoffman

John Hoffman

Head of Americas, ETFs & Indexed Strategies
Invesco Ltd.

Read Bio
Christopher King

Christopher King

Founder, CEO
Eaglebrook Advisors

Read Bio
Greg King

Greg King, CFA

Founder, CEO
Osprey Funds

Read Bio
Matthew Kolesky

Matthew Kolesky

President
Arbor Capital Management

Read Bio
Jon Maier

Jon Maier

Chief Investment Officer
Global X ETFs

Read Bio
Ryan Radloff

Ryan Radloff

CEO
Choice by Kingdom Trust

Read Bio
Sean Ristau

Sean Ristau

Executive Vice President
Prime Trust

Read Bio
Christine Sandler

Christine Sandler

Head of Sales & Marketing
Fidelity Digital Assets

Read Bio
Michael Saylor

Michael Saylor

Chairman & CEO
MicroStrategy

Read Bio
Anthony Scaramucci

Anthony Scaramucci

Founder
SkyBridge Capital

Read Bio
Sunayna Tuteja

Sunayna Tuteja

Chief Innovation Officer
Federal Reserve System

Read Bio
REGISTER NOW FOR VISION 2022

Fall ’21 Topics Included:

  • 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

Fall ’21 Lead Sponsor

Fall ’21 Sponsors

Fall ’21 Education Partners

REGISTER NOW FOR VISION 2022

Watch the Session Replays

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