Thank You For Attending, VISION
Our hugely popular VISION conference returned in-person in 2022 with cutting-edge educational content and actionable ideas from leading investors and industry thought leaders. Chaired by Ric Edelman, VISION is specifically for financial professionals, giving you the core information you need about the blockchain and digital assets.
13 CFP CE credits | 13 CFA PL credits
Investments & Wealth Institute® accepted VISION for 13 hours of CE credit towards the
CIMA®, CPWA®, CIMC®, and RMA® certifications.
EXCLUSIVELY FOR PROFESSIONAL INVESTORS & ACCREDITED INVESTORS
Conference attendance is exclusively for professional investors (financial advisors, investment advisors, financial planners, endowments, foundations, family offices, pension funds, bank/trust professionals) and accredited investors. Financial advisors, investment advisors and financial planners must directly serve individuals or institutional clients, and not be a representative of a company that primarily offers products or services to such advisors or planners.
Digital Assets Council of Financial Professionals reserves the right to accept or refuse registration for those not meeting conference qualifications.
For inquiries, contact Don Friedman at don@dacfp.com.
Featured Speakers
Adil Abdulali
Chief Investment Officer
Securitize
Adil Abdulali, Chief Investment Officer | Securitize
Bill Barhydt
CEO
Abra
Bill Barhydt, CEO, Abra
Roger Bayston
EVP, Head of Digital Assets
Franklin Templeton
Roger Bayston, EVP, Head of Digital Assets | Franklin Templeton
Roger has over 36 years of experience in the financial services industry. He is a member of the firm’s Management Committee and currently serves on the Board for Fiduciary Trust Company, a wealth management subsidiary of Franklin Templeton.
Roger joined Franklin Templeton in 1991 as a research analyst and has been a business leader for Franklin Templeton Fixed Income group for many years. Roger holds a bachelor of science from University of Virginia, and an MBA from University of California at Los Angeles. Prior to getting his MBA he was previously with Bankers Trust Company. He is a Chartered Financial Analyst (CFA) charterholder.
Doug Bilyk
Business Development Director
Copper.co
Doug Bilyk, Business Development Director | Copper.co
Perianne Boring
CEO
Chamber of Digital Commerce
Perianne Boring, CEO | Chamber of Digital Commerce
Josh Brown
CEO
Ritholtz Wealth Management
Josh Brown, CEO | Ritholtz Wealth Management
Ron Bullis
CEO & Co-Founder
Lifeworks Advisors
Ron Bullis, CEO & Co-Founder | Lifeworks Advisors
Ron is passionate about providing hyper-personalized planning and investment strategies to everyone. Lifeworks has built one of the first subscription-based financial planning services for clients that has no minimum investment or net worth requirements.
Ron won the Scratch.Works FinTech accelerator program in 2020, has been featured in numerous industry publications, and is a regular speaker at industry events.
His podcast, The Future of Advice® features conversations with industry leaders and entrepreneurs who are disrupting the wealth management industry.
Ron is also the proud father of five beautiful children and founder of the Ella Bullis Foundation,
a 501(c)(3) that provides financial support to families who have recently lost a child or have a child in a neonatal intensive care unit.
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.
René Chaze
Special Advisor
Digital Assets Council of Financial Professionals
René Chaze, Special Advisor | Digital Assets Council of Financial Professionals
Sui Chung
CEO
CF Benchmarks
Sui Chung, CEO | CF Benchmarks
Chuck Cumello
President & CEO
Essex Financial Services
Chuck Cumello, President & Chief Executive Officer | Essex Financial Services
Prior to joining the firm, Charles spent 13 years at Fidelity Investments in a variety of roles ranging from Financial Advisor to Branch Manager of the New Haven and West Hartford, CT Investor Centers. Charles was awarded Fidelity’s highest honor, being named to the Presidents Circle in 1997, 1998, 2000, 2001 and 2008.
He resides in Durham, CT with his wife and two children.
Grant Engelbart
Senior Portfolio Manager
Brinker Capital Investments
Grant Engelbart, Senior Portfolio Manager | Brinker Capital Investments
Prior to joining Brinker Capital Investments, Grant held positions at CLS Investments (which has since rebranded to Brinker Capital Investments), TD Ameritrade, and State Street Corporation. Grant received his Bachelor of Science in finance from the University of Nebraska at Lincoln. He is a CFA Charterholder, holds the Chartered Alternative Investment Analyst (CAIA) designation, FINRA Series 65 license, the DACFP Certificate in Blockchain and Digital Assets, and the CANDRIAM Academy Certificate in Sustainable and Responsible Investment.
Daniel Eyre
Head of BITRIA
Gemini
Daniel Eyre, Head of BITRIA | Gemini
Tony Fenner-Leitão
President
Cambrian Asset Management Inc.
Tony Fenner-Leitão, President | Cambrian Asset Management Inc
Tony has over 30 years of financial sector experience, including eight years as a senior member of globally recognized systematic investment firms. He began his career in investment banking in London and New York for UBS and Goldman Sachs, leaving to be CFO of a tech company in Lisbon, Portugal. He was CEO of Winton Capital (one of the largest systematic hedge funds) in London, and Head of Marketing and Investor Relations at Passport Capital. Mr. Fenner-Leitao holds an MBA (with Honors) from the University of Chicago, Booth School of Business, and a B.A. from Durham University. Tony lives in San Francisco with his spouse and three boys. When he has spare time, Tony’s major focus is completing a second B.A. degree in History.
Don Friedman
President
Digital Assets Council of Financial Professionals
Don Friedman, President|Digital Assets Council of Financial Professionals
He was Co-Founder & President of Inside ETFs, the industry’s largest and most successful conference, and Chief Operating Officer, Executive Vice President and Board Member of ETF.com. Don also created Inside ETFs Europe (that continent’s largest ETF event), Inside Commodities (the largest institutional-focused US-based commodities event) and Inside Fixed Income (the world’s largest independently run fixed-income event).
After leaving ETF.com, he founded JV Events Group where he created “institutional investor only” events including the Liquid Alternative Strategy Summit, MLP Strategy Summit, Smart Beta Strategy Summit, ETF Strategy Summit and the Digital Asset Strategy Summit. He sold JVEG to DACFP in 2020 and became its president.
Prior to ETF.com, Don was a Managing Director of Strategic Research Institute, where he created and produced the world’s largest hedge fund conference (Blue Ribbon Hedge Fund), Europe’s largest secondaries conference (Saving Private Equity), and the world’s second largest indexing conference (The Art of Indexing). He also ran SRI’s Alternative Investments Group, which generated 40% of the firm’s revenues.
Don is a lifelong “Wildcat” with a Bachelor of Science in Business Administration degree from the University of Arizona. He’s also an avid runner, with three marathons to his credit. He, his wife and two daughters live near Atlanta.
Samantha Garcia
Wealth Advisor
Halbert Hargrove
Samantha Garcia, Wealth Advisor | Halbert Hargrove
As a Wealth Advisor, a critical focus of Samantha’s role is creating trust relationships with her clients. She strives to understand their entire financial picture to help them reach optimal decisions—especially regarding financial matters. “Each client is unique,” she says. “It’s important to listen carefully to truly understand what matters to them. A great deal of knowledge goes into recommendations, yet these must be tailored to their specific situation.”Samantha joined Halbert Hargrove’s Long Beach office in 2018. Working with clients is her favorite part of her calling. “I really enjoy helping them to successfully meet their current and long-term goals, financially and otherwise.”
Samantha has worked in financial services since 2010. Most recently, she was a financial advisor with Asset Planning, Inc., in Cypress, CA for four years. Prior to that time, she was an accountant at a private firm in Commerce, CA, while also working for a CPA firm during tax season. “My accounting background helps me bring a different perspective to my conversations with my HH clients,” she says. She began her post-college career as Assistant Director of Children’s Ministry for Emmanuel Reformed Church in Paramount, CA.
A CERTIFIED FINANCIAL PLANNER™, Samantha earned her Financial Planning Certificate from Bryant University in 2016. Other educational attainments include an MBA in Finance from California State University, Dominguez Hills in 2012, and a B.A. in Christian Ministries from Azusa Pacific University in 2008.
She says she’s particularly proud of being the first and only member of her family to graduate from college, for completing her CFP® certification while a new mom and working full time—and for being a mom, period. Favorite ways to unwind include family time with her husband Joseph and their young son, reading, and doing puzzles.
Michael Greenwald
Global Lead, Digital Assets
Amazon Web Services
Michael Greenwald, Global Lead, Digital Assets | Amazon Web Services
Michael B. Greenwald is a Fellow at Harvard Kennedy School’s Belfer Center for Science and International Affairs. His expertise is in the future of the U.S. dollar and digital currencies; illicit finance; sanctions; and affairs in the Gulf/Middle East, Europe, and Africa. Michael is a thought leader on the digital asset market as well as a former financial diplomat, professor, and author with over 10 years of experience in finance, corporate strategy, public policy, and diplomacy.Michael has spent most of his life in the public sector working for the United States Treasury culminating with his position as America’s first and most senior Treasury diplomat to Qatar and Kuwait. In this role, he acted as principal liaison to each nation’s banking sectors while serving in two presidential administrations and for three Treasury secretaries. He held counterterrorism and intelligence roles, traveling to over 20 countries, and was on the Treasury team that crafted sanctions against Russia, ISIS, and Al-Qaeda.
After departing Treasury, he used experiences overseas and knowledge of international and monetary policy to help lead the domestic and international growth of a global multi-family office called Tiedemann Advisors. Michael helped oversee the firm’s growth from $12 billion in assets to over $30 billion. With his experience dealing with digital assets while at Treasury, he was also Director for Digital Asset Education at Tiedemann, providing education to families and strategy to the firm on issues related to blockchain technology. Michael recently started working directly in the technology sector and currently serves as an Executive at Amazon Web Services.
Michael is a speaker, author, and commentator on the global economy, digital assets, and contemporary art market. He is Deputy Director at the Trilateral Commission and member of the Bretton Woods Committee. He is also a fellow at the Atlantic Council and the Center for a New American Security. He has published over 50 articles, including the report, The Future of the US Dollar: Weaponizing the US Financial System. Michael has been featured in Barron’s, Financial Times, Associated Press, CNBC, and lectured at Harvard, Yale, Stanford, and the Council on Foreign Relations.
His philanthropic work has included chairing the U.S. Holocaust Memorial Museum’s Next Generation Board and serving as the Vice Chairman of the board of the Promise Fund of Florida, which focuses on providing breast and cervical cancer screenings for underprivileged women. He holds a Juris Doctor from Boston University, a Master’s from Boston University’s Frederick S. Pardee School of Global Studies, and a Bachelor of Arts in History from George Washington University.
Raised in Brookline, Massachusetts, he now lives in Palm Beach, Florida with his wife and is on the Board of The Town of Palm Beach Investment Committee. He was honored by Palm Beach Illustrated as one of the city’s 100 most influential business leaders.
Brett Harrison
President
FTX US
Brett Harrison, President | FTX US
Brett Harrison is the President of FTX US, a US-regulated cryptocurrency exchange. Prior to joining FTX US, Brett was Head of Semi-Systematic Technology at Citadel Securities, where he managed technology for the firm’s Options, ETF, OTC, and ADR trading globally. He began and spent the majority of his career at Jane Street, where he led the firm’s algorithmic trading system development. He also previously worked at Headlands Technologies as a senior software developer. Brett received his M.S. and B.A. in Computer Science from Harvard.
Matt Hougan
Chief Investment Officer
Bitwise Asset Management
Matt Hougan, Chief Investment Officer - Bitwise Asset Management
Matt Hougan is one of the world’s leading experts on crypto, ETFs, and financial technology. He is Chief Investment Officer for Bitwise Asset Management, a pioneer in cryptoasset index funds. He was previously CEO of ETF.com, where he helped build the world’s first ETF data and analytics system, the leading ETF media site, and the world’s largest ETF conference, Inside ETFs. Hougan is co-author of both “A Comprehensive Guide to Exchange-Traded Funds” and “Cryptoassets: The Guide to Bitcoin, Blockchain and Cryptocurrencies for Professional Investors” from the CFA Institute’s Research Foundation. Hougan is a crypto columnist for Forbes, and a three-time member of the Barron’s ETF Roundtable.
Simeon Hyman, CFA
Global Investment Strategist, Head of Investment Strategy
ProShares
Simeon Hyman, CFA Global Investment Strategist, Head of Investment Strategy - ProShares
Prior to ProShares, Mr. Hyman spent several years at Bloomberg where he was Chief Investment Officer for Bloomberg’s technology-driven wealth management business, BloombergBlack. He also served as Chairman of the Investment Committee and led the team of investment professionals tasked with the continuous delivery of investment advice, research content, and strategic and tactical asset allocation guidance. Before joining Bloomberg, Mr. Hyman was Head of Investment Strategy and Due Diligence for UBS. There, he established asset allocation and investment strategies for the $300 billion UBS U.S. Wealth Management business and directed due diligence for the $50 billion separately managed account business. Prior to UBS, Mr. Hyman served as the Chief Investment Officer of Lehman Brothers Trust Company.
Mr. Hyman earned bachelor’s and master’s degrees in economics from the University of Connecticut and an MBA from Columbia Business School. He holds Series 7, 24, 63 and 66 FINRA registrations and the Chartered Financial Analyst designation.
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. Osprey Funds is a premier digital asset investment firm based in New York. Osprey’s offerings include the Osprey Bitcoin Trust (OBTC), the lowest-priced publicly traded bitcoin fund in the U.S. as well as funds offering exposure to Solana, Polkadot, Algorand, and Polygon tokens.Previously, Greg founded REX Shares (2015), a $2B sponsor of ETNs based in Connecticut, and co-founded VelocityShares (2009), which was acquired by Janus Henderson in 2014. Greg is an innovator in the field, having launched over 100 ETPs including the first ETPs tracking VIXTM, broad-based commodities, and FANG stocks. Greg has an MBA from UC Davis and is a Chartered Financial Analyst.
Jason Les
CEO
Riot Blockchain
Jason Les, CEO | Riot Blockchain
Jason was also a founding partner of Binary Digital, a software-development company where he led the engineering team and coordinated project development for artificial intelligence, reverse engineering, and inter-software compatibility projects.
Additionally, Jason’s background includes over a decade of unique experience as a former professional heads-up poker player during which he has successfully competed in high-stakes games online, in addition to the most prestigious, high-stakes tournaments in the world. In 2015 and 2017, he was selected as a human benchmark for testing the world’s best poker artificial intelligence in what was dubbed “Man vs Machine” at Carnegie Mellon University in 2015 and 2017.
Jason holds a Bachelor of Science in Information & Computer Science from UC Irvine.
Joe Light
Senior Writer
Barron’s
Joe Light, Senior Writer | Barron's
Katherine Molnar, CFA
Chief Investment Officer
Fairfax County Police Officers Retirement System
Katherine Molnar, CFA, Chief Investment Officer | Fairfax County Police Officers Retirement System
Jack Neureuter
Research Analyst
Fidelity Digital Assets
Jack Neureuter, Research Analyst | Fidelity Digital Assets
Prior to his current role, he spent time working on the curriculum team for the Chartered Alternative Investment Analyst Association (CAIA) and with Fidelity’s Prime Brokerage team creating portfolio analytics tools for hedge fund investors.
Jack graduated from the honors college at the University of Massachusetts Amherst with a degree in finance and economics.
Eric Pollackov
Global Head of ETF Capital Markets
Invesco
Eric Pollackov Global Head of ETF Capital Markets | Invesco
Before joining Invesco in 2016, Mr. Pollackov was head of ETF capital markets for Charles Schwab. Previously, he served as managing director of exchange-traded products at NYSE Euronext. He began his career in 1999 as a derivatives trader for Susquehanna International Group, specializing in ETFs.
Mr. Pollackov earned a bachelor’s degree from The State University of New York at Buffalo and holds the Series 7 and 24 registrations.
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.
Steven Russell
Portfolio Manager
Emerald Advisers
Steven Russell, Portfolio Manager | Emerald Advisers
Jake Ryan
CIO
TRADECRAFT Capital
Jake Ryan, CIO | Tradecraft Capital
Jake earned a BS in Computer Science with a concentration in AI from the University of Texas at Austin. He is the first author of published work, applying artificial intelligence to cybersecurity, “Intrusion Detection with Neural Networks”, which has 750+ Google Scholar Citations.
In addition, Jake has been the keynote speaker at top AI conferences and is a frequent speaker on the crypto circuit and at investor conferences including HedgeWeek. He’s also a contributor at Bloomberg Radio, Newsweek, and Harvard Business Review (HBR) and special contributor to the Digital Assets Council for Financial Professionals (DAFCP).
Ami Nash Shah
CEO & Co-Founder
Steward
Ami Nash Shah, CEO & Co-Founder | Steward
After serving as a white-glove planner to ultra-high net worth families, her mission is to open up their strategies to many more people, beyond the “0.1%”. She’s presented at Disney, BCG, Uber, Harvard Business School, Stanford Business School etc.
Adam Sze
SVP, Head of Digital Assets Product
Global X ETFs
Adam Sze, CFA, CAIA, SVP, Head of Digital Assets Product | Global X ETFs
Adam brings over 15 years of experience in product development and product management in the traditional and digital asset/cryptocurrency asset classes. Before joining Global X, Adam was the Director of ETP Product for 21Shares AG, a Swiss-based cryptocurrency ETP issuer. In this role, he helped lead the team in the design, implementation, and launch of more than a dozen physically-backed cryptocurrency ETPs. Before 21Shares AG, Adam held senior-level roles on the Product Development and Product Management teams at New York Life Investment Management, covering traditional and alternative investment assets in various investment vehicles.
Adam received his BS from Fairleigh Dickinson University and his MBA from The Wharton School at the University of Pennsylvania. Adam is also a CFA charterholder as well as a CAIA charterholder.
Nichole Walker, JD, CTFA, TEP, CRPS®
Senior VP & Senior Wealth Strategist
City National Bank
Nichole Walker, JD, CTFA, TEP, CRPS, SVP & Senior Wealth Strategist | City National Bank
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