Be at the forefront: Gain credibility, clients and AUM

OCTOBER 19 | VIRTUAL

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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Keynote Speaker

cynthia Lummis

Cynthia Lummis

United States Senator
(R-WY)

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Featured Speakers

Glen Barber

Glenn Barber

Head of Sales – Americas
Copper.co

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David Canter

David Canter

EVP
Head of RIA & Family Office Segments
Fidelity Investments

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Mitchell Dong

Mitchell Dong

Founder & CEO
Pythagoras Investments

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Ric Edelman

Dan Eyre

CEO & Co-Founder
Blockchange

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Michael Greenwald

Michael Greenwald

Director of Digital Asset Education
Tiedemann Advisors

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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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Matthew Kolesky

Matthew Kolesky

President
Arbor Capital Management

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Jon Maier

Jon Maier

Chief Investment Officer
Global X ETFs

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Ryan Radloff

Ryan Radloff

CEO
choice by Kingdom Trust

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Sean Ristau

Sean Ristau

Executive Vice President
Prime Trust

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Christine Sandler

Christine Sandler

Head of Sales & Marketing
Fidelity Digital Assets

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Michael Saylor

Michael Saylor

Chairman & CEO
MicroStrategy

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Anthony Scaramucci

Anthony Scaramucci

Founder
SkyBridge Capital

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Sunayna Tuteja

Sunayna Tuteja

Chief Innovation Officer
Federal Reserve System

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Sheila Warren

Sheila Warren

Head of Data, Blockchain & Digital Assets
World Economic Forum

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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

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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.