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!
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.
6 CFP, CFA, CIMA®, CPWA®, CIMC®, and RMA® CE credits were available
Fall ’21 Featured Speakers
Glenn Barber
Head of Sales – Americas
Copper.co
Glenn Barber, Head of Sales - Americas | Copper.co
Glenn Barber is the Head of Sales & Business Development, Americas at Copper.co.–a pioneering digital assets custody and settlement provider. Prior to joining Copper, Glenn led sales as a consultant at FalconX, an institutional digital asset brokerage, and he was also the Chief Institutional Officer at Voyager Digital, a publicly-traded holding company whose subsidiaries operate a crypto-asset platform to trade crypto assets. Glenn also has over 25 year’s experience in global capital markets, and was a Managing Director in Equities at Deutsche Bank and Barclays. Glenn holds a Masters in international Management and Finance from the Thunderbird School of Global Management and graduated from the University of North Carolina at Chapel Hill with a BSc in Business Administration and Management
David Canter
EVP
Head of RIA & Family Office Segments
Fidelity Investments
David Canter, Executive Vice President, Head of RIA and Family Office Segments - Fidelity Investments
David Canter is executive vice president and head of the RIA and family office Segments at Fidelity Institutional (FI), the Fidelity Investments business that offers financial professionals and institutions access to the investment, technology, and platform solutions they need to service their clients and grow their businesses. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, and individuals.
In this role, Mr. Canter oversees a team that provides a comprehensive custody platform, brokerage services, trading capabilities, and practice management and consulting services to registered investment advisors, (including strategic acquirers and multi-family offices), single family offices, and wealthy families.
Prior to assuming his current role, Mr. Canter served as executive vice president of Practice Management and Consulting for Fidelity Clearing & Custody Solutions. In this capacity, he was responsible for leading the development of a comprehensive Practice Management program structured around helping advisors accelerate growth, streamline their operations, and manage risk. Prior to that, Mr. Canter served as executive vice president and chief operating officer for Fidelity Institutional Wealth Services (IWS), where he was responsible for the oversight, efficiency, and effectiveness of client-related operational processes. He was also the business lead, coordinating legal, risk, and compliance activities.
Prior to joining Fidelity in 2009, Mr. Canter managed certain operational functions and vendor relationships and served as chief legal and compliance officer for Post Advisory Group, an institutional investment advisor in the high- yield realm. Mr. Canter also held various management positions at Charles Schwab & Co., within the firm’s RIA business, including a corporate counsel role; vice president, Schwab Institutional Trading & Operations (SITO); and head counsel to the Schwab Institutional business. Previously, he held positions with the QuellosGroup, an investment adviser focused on the fund-of-funds business, and the New York Stock Exchange Division of Enforcement.
Mr. Canter received his bachelor of arts degree in political science from the University of Wisconsin and his juris doctorate from the University of Baltimore School of Law. He also holds the Financial Industry Regulatory Authority (FINRA) Series 24 license and is a member of the State Bar of California.
Mitchell Dong
Founder & CEO
Pythagoras Investments
Mitchell Dong, Founder & CEO - Pythagoras Investment Management
Mitchell is the Founder, CEO, initial investor, chief strategist, as well as the relationship manager with exchanges and banks for Pythagoras Investment Management. He is also a Member of the Investment Committee. Mitchell is a graduate of Harvard College and the OPM program of Harvard Business School. His investment career spans more than 20 years including:Pythagoras Investment Management ▸ 2014- present
• $100m AUM
• Trading crypto currencies across exchanges and countries
Solios Power Fund ▸ 2004- 2012
• $ 100m AUM
• Traded electric power forward contracts and transmission capacity
• Sold to partner- now called Monolith Energy
Solios Uranium Fund ▸ 2004- 2007
• $100m AUM
• Traded physical uranium
Chronos Asset Management ▸ 1995- 2004
• $500m AUM
• Day trading of mutual funds
Dan Eyre
CEO & Co-Founder
Blockchange
Dan Eyre, CEO and Co-Founder - Blockchange, Inc.
Dan began his career as an internal supply chain management consultant at DuPont before designing and building enterprise financial planning, analysis and machine learning applications for large corporations at Anaplan. He started his cryptocurrency journey as a bitcoin miner, ultimately pivoting towards software applications for digital assets.
Dan went on to co-found Blockchange and to develop the BITRIA Digital Asset TAMP with his Penn State roommate, Dan Rothrock. BITRIA is the digital asset investing platform for professional wealth managers, bringing the modern portfolio theory-based tools of traditional finance to the world of digital assets.
Dan graduated from Penn State University with a Bachelor of Business Management and Entrepreneurship. He lives with his wife Caroline in the San Francisco Bay Area.
Michael Greenwald
Director of Digital Asset Education
Tiedemann Advisors
Michael Greenwald, Director of Digital Asset Education | Tiedemann Advisors
Michael is responsible for managing a number of Tiedemann’s client relationships and overseeing their advisors to provide solutions that address the challenges of stewardship of wealth over generations. As a member of the firm’s business development and strategy team, he is a referral resource for attorneys and accountants. Michael is also Director of Digital Asset Education, in which role he provides education across the firm on issues related to digital assets and blockchain technology.
Prior to joining Tiedemann in 2017, Michael worked in senior roles within the United States Treasury working with Africa and Europe. He served as a financial diplomat in the Middle East spanning the tenures of U.S. Treasury Secretaries Geithner, Lew, and Mnuchin. Greenwald initially served as the United States Treasury Policy Advisor for Europe. In this role, he was appointed head of the United States Delegation to the Committee of Experts on the Evaluation of Anti-Money Laundering Measures and the Financing of Terrorism before the Council of Europe in Strasbourg, France. Greenwald was part of the U.S. Treasury team that crafted U.S. sanctions against Russia, the largest U.S. sanctions program to date, and negotiated similar sanctions by Europe. Between 2015-2017, he served as the first United States Treasury Attaché appointed to Qatar and Kuwait and opened the Treasury Department’s office in Doha, Qatar. He also served in a variety of counterterrorism roles in the U.S. Intelligence Community and in the Office of General Council at the U.S Treasury. Greenwald worked closely with the National Security Council at the White House tackling issues and crafting sanctions programs related to countering ISIS, Al-Qaeda, Hezbollah, Hamas, Iran, Ukraine/Russia, Syria, and North Korea.
Michael is a frequent speaker, writer and commentator on international security, the Middle East and the global economy. He has been featured on CNBC; published in Barrons; and given lectures at The Council on Foreign Relations, Harvard, Yale Law School, Stanford, and Northwestern Business School, Doha.
Board experience and memberships include:
- Visiting Fellow, Harvard Kennedy School’s Belfer Center for Science and International Affairs
- Senior Nonresident Fellow, Atlantic Council Geoeconomics Center
- Deputy Executive Director, The Trilateral Commission
- Board Member, The Promise Fund of Palm Beach
- Board Member, The Town of Palm Beach Investment Committee
- Board Member, Halo Maritime Defense Systems
- Member, Aspen Institute Vanguard Society of Fellows
- Member, Concordia
- Member, The Four Arts Contemporaries
- Member, Jewish Community Foundation, Jewish Federation of Palm Beach
Michael earned a Juris Doctor degree from Boston University School of Law, a Master of Arts from Boston University’s Frederick S. Pardee School of Global Studies, and a Bachelor of Arts in History from George Washington University. Originally from Brookline, Massachusetts, Michael resides in Palm Beach, FL with his wife.
John Hoffman
Head of Americas, ETFs & Indexed Strategies
Invesco Ltd.
John Hoffman, Head of Americas, ETFs & Indexed Strategies | Invesco Ltd.
John Hoffman is Head of Americas, ETFs and Indexed strategies at Invesco.
Mr. Hoffman joined Invesco in 2006. Prior to his current role, he was head of distribution for the Registered Investment Advisor Division, Private Client Group and Personal Investing Platforms. Previous to this, he was head of ETF distribution for all retail channels in the United States. Before that, Mr. Hoffman was the Global head of ETF Capital Markets & Institutional Sales, where he built and managed capital markets functions spanning execution and liquidity services, research and content, and sell-side relationship management. Prior to joining the firm, he spent three years with Archstone Consulting as a senior analyst in the CFO Advisory Solutions group, where he led global implementation of financial reporting and consolidation tools at several Fortune 100 companies.
Mr. Hoffman earned a BS degree in finance from Miami University in Oxford, Ohio. He holds the Series 7, 24, 51, 63, 65, and 79 registrations.
Christopher King
Founder, CEO
Eaglebrook Advisors
Christopher King, Founder & CEO | Eaglebrook Advisors
Christopher founded Eaglebrook in 2019 with the vision to bridge the gap between the digital asset market and the wealth management industry. He started his career at CTS Capital Advisors executing middle market private equity deals. Although he originally got involved in bitcoin and digital assets in 2014, he moved into the industry full time in early 2018 as a venture capital investor at Morgan Creek Capital. During his tenure, Christopher executed deals into sixteen fintech companies, four digital asset investment funds, and liquid digital assets (such as bitcoin and ether) as well. During this time, he spotted a gap in the market between independent RIAs and digital asset investments. Eaglebrook currently works with 34 RIAs and over 400 financial advisors who are actively allocating to bitcoin and digital assets through Eaglebrook’s SMA Platform.
Greg King, CFA
Founder, CEO
Osprey Funds
Greg King, CFA, Founder & CEO | Osprey
Greg founded Osprey Funds in 2018, combining his transformative financial product experience and interest in crypto. Greg is also the Founder & CEO of REX Shares (since 2015). Previously, he Co-founded VelocityShares (2009), which was acquired by Janus in 2014. Greg is an innovator in the field, launching over 100 ETPs including the first ETPs tracking VIX, broad-based commodities, and FANG stocks.
Greg has held key positions at Barclays, Credit Suisse, and Global X Funds. He earned an MBA from University of California, Davis and is a CFA charterholder. He has been a bitcoin investor since 2013 and enjoys spending time on his hobby farm in Redding, CT.
Matthew Kolesky
President
Arbor Capital Management
Matthew Kolesky, President - Arbor Capital Management
Matthew is currently President and CCO at Arbor Capital Management, Inc., co-chairs Arbor’s Investment Committee, and is lead on its Alternative Investment Portfolio.
In 2011 Matthew dabbled with mining bitcoin from his home. Since then, he has been actively following the advancement of digital assets and their relationship with corporations, governments, and society. Based on his 20 years in the financial services industry coupled with his interest in digital assets, he believes it is his fiduciary obligation to help educate people about this emerging asset class.
Matthew regularly travels to Alaska for work, family, and an occasional trip to Alyeska. He enjoys coaching, refereeing, and writing about soccer, and volunteers his time with CampFire Alaska. While he still calls Alaska home, he enjoys exploring the world with his family.
Jon Maier
Chief Investment Officer
Global X ETFs
Jon Maier, Chief Investment Officer | Global X ETFs
As portfolio managers, Jon and his team use a top-down approach to investing, focusing on macro level trends implementing their investment strategy through the use of broad based and more narrowly focused ETFs. Jon has 25 years of experience on Wall Street, most recently as the lead Model Portfolio Strategist at Merrill Lynch managing their ETF model portfolio business within its CIO Office. Prior to managing Merrill’s ETF model portfolio business, Jon was the Senior Closed-end Fund Research analyst within Bank of America-Merrill Lynch Global Research. Prior to joining Bank of America-Merrill Lynch, Jon was the lead Research Analyst covering Closed-end Funds and BDCs at UBS and its predecessor firm, PaineWebber. While at PaineWebber/UBS, Jon worked in structuring closed-end fund IPOs and subsequently covering new funds.
Jon has authored many papers on Closed-end funds and ETFs, has appeared on Reuters, Bloomberg, CNBC, Cheddar TV, Yahoo TV and is often quoted in leading financial publications including The Wall Street Journal and Barron’s.
Earlier, Jon served as a U.S. Peace Corps volunteer in Kiev, Ukraine, focusing on privatization projects.
Jon received his BBA from Emory University.
He can be followed on Twitter @JonDMaier.
Ryan Radloff
CEO
Choice by Kingdom Trust
Ryan Radloff, CEO | choice by Kingdom Trust
Sean Ristau
Executive Vice President
Prime Trust
Sean Ristau, EVP – Strategic Business Development | Prime Trust, LLC
Additionally, Sean has spent a significant amount of time consulting and advising firms in these spaces. In 2015, Sean founded the FIX Protocol Digital Currency & Blockchain Working Group, a group working to ensure FIX Protocol proper representation in the ever-changing area. Sean is still the Chairman of this group. In addition, Sean is an Advisory Board Member for the Security Traders Association of Chicago. Further, in 2017 Sean was asked to be on the International Standards Organization (ISO) Board for Digital Assets ISO/TC 68/SC 8/WG 3 – Second tier registry for digital currency codes. Sean continues to be heavily involved in the Crypto & Blockchain space as a leader and frequent speaker.
Sean holds a Bachelor of Science degree in Business Management from Colorado Technical University. He is also a frequent speaker around current and emerging capital market solutions.
Christine Sandler
Head of Sales & Marketing
Fidelity Digital Assets
Christine Sandler, Head of Sales & Marketing | Fidelity Digital Assets
Prior to joining Fidelity Digital AssetsSM, Christine served as U.S. Head of Sales for Coinbase, Inc. She has extensive experience in sales leadership and previously served as Head of Equity Electronic Sales for the Americas at Barclays Investment Bank, where she led cross-selling efforts and new business generation, and as Executive Vice President and Global Head of Sales for NYSE Euronext. Christine also previously served as Head of Electronic Sales at Merrill Lynch and worked as a buy-side trader.
An advocate for women’s leadership and the autistic community, she co-founded the Women’s Leadership Action Network, has chaired the Women in Finance Committee for the Security Trader’s Association, and serves as a Trustee of two public charter schools serving autistic students in New York.
Christine earned her Bachelor of Arts degree in economics and is a graduate of the INSEAD Global Executive Program.
Michael Saylor
Chairman & CEO
MicroStrategy
Michael Saylor, Chairman & CEO, MicroStrategy
Anthony Scaramucci
Founder
SkyBridge Capital
Anthony Scaramucci, Founder and Co-Managing Partner - SkyBridge Capital
Prior to founding SkyBridge in 2005, Scaramucci co-founded investment partnership Oscar Capital Management, which was sold to Neuberger Berman, LLC in 2001. Earlier, he was a vice president in Private Wealth Management at Goldman Sachs & Co.
In 2016, Scaramucci was ranked #85 in Worth Magazine’s Power 100: The 100 Most Powerful People in Global Finance. In 2011, he received Ernst & Young’s “Entrepreneur of the Year – New York” Award in the Financial Services category. Anthony is a member of the Council on Foreign Relations (CFR), vice chair of the Kennedy Center Corporate Fund Board, a board member of both The Brain Tumor Foundation and Business Executives for National Security (BENS), and a Trustee of the United States Olympic & Paralympic Foundation. He was a member of the New York City Financial Services Advisory Committee from 2007 to 2012.
In November 2016, he was named to President-Elect Trump’s 16-person Presidential Transition Team Executive Committee. In June 2017, he was named the Chief Strategy Officer of the EXIM Bank. He served as the White House Communications Director for a period in July 2017.
Scaramucci, a native of Long Island, New York, holds a Bachelor of Arts degree in Economics from Tufts University and a Juris Doctor from Harvard Law School.
Sunayna Tuteja
Chief Innovation Officer
Federal Reserve System
Sunayna Tuteja, Chief Innovation Officer - Federal Reserve System
Sunayna joined as the Chief Innovation Officer for the Federal Reserve System in 2021.
She brings 10+ years of global experience leading change and innovation at the nexus of finance, technology and policy. Most recently, Sunayna was the Global Head of Emerging Tech & Strategic Partnerships at TD Ameritrade. This practice was inclusive of commercializing frontier tech, building and investing in the next generation of products and experiences in collaboration with partners in big tech, fintech, start-up and the VC ecosystem in North America and Asia. When she’s not nerding out on all things innovation, you can find Sunayna adventuring the skies in her Cessna.
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
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.