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 Conference Chair

Ric Edelman

Founder
DACFP

Fall ’21 Keynote Speaker

Cynthia Lummis

(R-WY)
United States Senator

Fall ’21 Featured Speakers

Glen Barber

Glenn Barber

Head of Sales – Americas
Copper.co

David Canter

David Canter

EVP
Head of RIA & Family Office Segments
Fidelity Investments

Mitchell Dong

Mitchell Dong

Founder & CEO
Pythagoras Investments

Ric Edelman

Dan Eyre

CEO & Co-Founder
Blockchange

Michael Greenwald

Michael Greenwald

Director of Digital Asset Education
Tiedemann Advisors

John Hoffman

John Hoffman

Head of Americas, ETFs & Indexed Strategies
Invesco Ltd.

Christopher King

Christopher King

Founder, CEO
Eaglebrook Advisors

Greg King

Greg King, CFA

Founder, CEO
Osprey Funds

Matthew Kolesky

Matthew Kolesky

President
Arbor Capital Management

Jon Maier

Jon Maier

Chief Investment Officer
Global X ETFs

Ryan Radloff

Ryan Radloff

CEO
Choice by Kingdom Trust

Sean Ristau

Sean Ristau

Executive Vice President
Prime Trust

Christine Sandler

Christine Sandler

Head of Sales & Marketing
Fidelity Digital Assets

Michael Saylor

Michael Saylor

Chairman & CEO
MicroStrategy

Anthony Scaramucci

Anthony Scaramucci

Founder
SkyBridge Capital

Sunayna Tuteja

Sunayna Tuteja

Chief Innovation Officer
Federal Reserve System

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.