VISION, the longest-running digital assets investment conference specifically for financial professionals, returns with cutting-edge educational content and actionable ideas from leading investors and industry thought leaders. Chaired by Ric Edelman, VISION gives you the information you need about crypto to attract new clients and AUM.
Designed for maximum learning experience:
- No breakout sessions! All speakers on Main Stage, so you’ll never miss a session
- Ample opportunity for Q & A
- Private one-on-one meetings available to you
KEYNOTE
Dave Hirsch
Chief, Crypto Asset and Cyber Unit
SEC, Division of Enforcement
Dave Hirsch - Chief, Crypto Asset and Cyber Unit | SEC, Division of Enforcement
KEYNOTE
Congressman Patrick McHenry
Chair, House Financial Services Committee
US House of Representatives
Congressman Patrick McHenry - Chairman, House Financial Services Committee | US House of Representatives
In the 118th Congress, Congressman McHenry was elected as the Chairman of the House Financial Services Committee, a committee he has served on since he was elected to Congress. As Chairman, he will continue advocating for innovative solutions that increase access to banking services and credit for American families and small businesses.
Prior to serving as the Chairman, Congressman McHenry was elected as the Republican Leader at the beginning of the 116 th Congress. He also served as Vice Chairman of the House Financial Services Committee, a position he was appointed to at the beginning of the 114 th Congress by then Chairman Jeb Hensarling (TX-05).
In 2015, Congressman McHenry was selected by then House Majority Whip Steve Scalise (LA-01) to be the Chief Deputy Whip. As Chief Deputy Whip, Congressman McHenry directly assisted Majority Whip Scalise by building consensus for the conservative policy agenda of the House Republican Conference. One of his proudest accomplishments as Chief Deputy Whip was the passage of the Tax Cuts and Jobs Act, which helped to fix our nation’s broken tax code and provided much-needed tax relief to American families and businesses.
During the 113 th Congress, Congressman McHenry served as Chairman of the House Financial Services Committee’s Oversight and Investigations Subcommittee. In this role, he provided oversight of the Federal Reserve, the Treasury Department, the Securities and Exchange Commission, and other federal financial regulators. Congressman McHenry was previously a member of the House Committee on Oversight and Government Reform.
In addition to his leadership roles on the Financial Services Committee, Congressman McHenry has successfully passed important legislation into law that helps entrepreneurs and startup investing. In the 114 th Congress, Congressman McHenry authored the “RAISE Act” (Reforming Access for Investments in Startup Enterprises), which was signed into law by President Obama, providing the means for startup employees to sell their stock options to private investors.
Additionally, Congressman McHenry authored the primary legislation to legalize equity- based crowdfunding in the United States. The crowdfunding language he first authored in 2011 was eventually included in the JOBS Act which President Obama signed into law in April 2012. In recognition of his work supporting crowdfunding, Congressman McHenry was presented with the 2013 “Crowdfunding Visionary Award” by the Global Crowdfunding Convention. Congressman McHenry was also awarded the Crowdfunding Leadership Award by the University of California at Berkeley Fung Institute’s Program for Innovation in Entrepreneurial Finance in 2013.
Congressman McHenry’s interest in crowdfunding and capital formation more broadly developed as a child, when his father attempted to grow a small business but struggled for financing. It was this experience—and the lack of small business financing in rural western North Carolina—that drove Congressman McHenry to become a leader on crowdfunding, capital formation, and other forms of disruptive finance. Recently this has expanded to encompass fintech as he works with industry leaders to discover innovative ways to combine finance and technology with the goal of expanding access to capital for America’s entrepreneurs and small businesses. Throughout his career, Congressman McHenry has been a vocal and effective advocate for the men and women who wear the uniform of our country. He received awards from the North Carolina Chapters of the American Legion and Marine Corps League for his extensive work in bringing a veterans’ health care clinic to his district after nearly two decades of delay. The National Guard presented Patrick McHenry with the Charles Dick Medal of Merit for his exceptional service to the North Carolina National Guard. Congressman McHenry has been recognized as a leader of the conservative movement in America. Having never voted for a tax increase in his career, Congressman McHenry is continually recognized as a “Hero of the Taxpayer” by Americans for Tax Reform. Congressman McHenry is the recipient of several additional awards including: the National Association of Manufacturing’s “Manufacturing Legislative Excellence” Award, the Small Business and Entrepreneurship Council’s “Small Business Champion” Award, the U.S. Chamber of Commerce’s “Spirit of Enterprise” Award, the 60 Plus Association’s “Guardian of Seniors’ Rights” Award, the Family Research Council’s “True Blue” Award, and Citizens Against Government Waste’s “Taxpayer Hero” Award. In 2009 he was recognized by Time Magazine as one of the “40 Under 40,” a list of rising stars in American politics.
Most importantly, Congressman McHenry continues to listen to the voters of the 10 th District and act as their voice in Washington. His main focus is to provide the highest level of constituent services at home in western North Carolina.
Prior to being elected to Congress in 2004 at the age of 29, Congressman McHenry represented the 109 th District in the North Carolina House of Representatives. He also served as Special Assistant to the Secretary of the U.S. Department of Labor, a post he was appointed to by President George W. Bush.
Congressman McHenry is a graduate of Ashbrook High School in Gastonia, N.C. and Belmont Abbey College, where he earned a Bachelor of Arts in History. Congressman McHenry and his wife Giulia live in Denver, N.C. and worship at Holy Spirit Church. They are the parents of two daughters, Cecelia Rose and Therese Anne (who goes by Rese), and one son, Peregrine Callan (who goes by Perry).
You’ll learn about:
- The Crypto Investment Thesis
- Increasing Diversification with Digital Assets
- Crypto Custody
- DeFi vs. CeFi
- Stablecoins & CBDCs
- Tokenization and NFTs
- The Metaverse
- Crypto Taxation, Regulation and Compliance
CE credits are being applied for. As a reference, VISION 2022 qualified for 13 CFP, CFA and IWI CE credits
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.
ATTEND OUR WORKSHOPS
June 12, 10am – 3pm • 4 CE CREDITS
Led by Ric Edelman, it’s the perfect training if you’re new to crypto! Includes continental breakfast, lunch & cocktail reception at 5pm.
Apply this fee as credit towards your Certificate in Blockchain and Digital Assets.SM
As part of your VISION registration, you’ll get to mint your own NFT! Bring your smartphone to see how easy and fun it is to engage in crypto’s hottest area! No experience necessary, and you’ll quickly have your own NFTs that you can share with friends, family and clients.
June 14, 12pm – 1pm
Special Women-Only Lunch – great opportunity for you to meet with other women curious about crypto, where you can share experiences and form meaningful connections.
Featured Speakers
Roger Bayston
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.
Chris Baker
Director
Fidelity Digital Assets
Chris Baker - Director of Business Development | Fidelity Digital Assets
Prior to joining Fidelity Digital AssetsSM, Chris served for three years as Senior Regional Investment Consultant at Fidelity Institutional Asset Management. In this role, he developed and managed relationships with wealth management firms, broker dealers, RIAs, and insurance companies.
Chris holds a Bachelor of Science in Marketing from Providence College.
Lee Bratcher
President
Texas Blockchain Council
Lee Bratcher, President | Texas Blockchain Council
Josh Brown
CEO
Ritholtz Wealth Management
Josh Brown, CEO | Ritholtz Wealth Management
René Chaze
Special Advisor
Digital Assets Council of Financial Professionals
René Chaze, Special Advisor | Digital Assets Council of Financial Professionals
Matthieu de Vergnes
Associate Partner
McKinsey & Company
Matthieu de Vergnes - Associate Partner | McKinsey & Company
Matthieu graduated with a M.S. in mechanical and aeronautical engineering from the Massachusetts Institute of Technology and Imperial College London.
Alex Enser
Founder and CEO
My Crypto Advisor
Alex Enser - Founder and CEO | My Crypto Advisor
Prior to My Crypto Advisor, Alex’s career spanned through banking, human services, and management roles for government, non-profit, and private sector. Alex received a B.A. and M.A. in Psychology from the State University of New York College at Buffalo and Medaille University. Alex is passionate about helping small companies and underserved communities adopt Web3, so they are not left behind during this fourth industrial revolution.
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.
Scott Helfstein
Head of Thematic Solutions
Global X ETFs
Scott Helfstein - Head of Thematic Solutions | Global X ETFs
Previously, Scott was responsible for building out the ProShares line-up of thematic ETFs. Prior to that, he served as Head of Thematic Portfolios and Co-Head of Market Research and Strategy at Morgan Stanley, launching the firm’s thematic research and portfolios, while managing a team that developed global multi-asset investment advice. Scott also held prior roles at BNY Mellon, Credit Suisse First Boston, and the Federal Reserve Board of Governors. His work has appeared in numerous media outlets including Barron’s, Bloomberg, and Foreign Affairs.
Scott is the co-chair of the Business and Security Roundtable at Fordham University’s Center for National Security and is a Fellow at the Center for Cyber and Homeland Security at Auburn University. He served as an Assistant Professor of Social Science at the U.S. Military Academy and the Director of Research at West Point’s Combating Terrorism Center, working across 60 government offices. He is also a member of the Economic Club of New York and was a Term/Corporate Member in the Council on Foreign Relations.
Scott holds a Joint Doctorate in Public Policy and Political Science from the University of Michigan, an MA in War Studies from King’s College (London), and a BBA in Finance from The George Washington University.
Matthew Higginson
Partner
McKinsey & Company
Matthew Higginson - Partner | McKinsey & Company
Jeffrey Janson
Senior Wealth Advisor
Summit Wealth Partners, LLC
Jeffrey Janson - CFP®, AIFA® Senior Wealth Advisor | Summit Wealth Partners, LLC
First, I very much enjoy helping pre-retirees prepare for the transition into retirement. Everything from preparing retirement income projections; proper portfolio positioning; risk and tax-mitigation techniques; to discussing the psychological challenges of the transition to non-work life. I have a passion to help clients handle the transition to retirement well! I enjoy working with physicians; business owners; and widows. I have been a Certified Financial Planner (CFP) helping these types of clients since 1992.
I also have extensive experience in the set up and proper operation of corporate retirement plans such as 401(k)s; 403(b)’s; and 457 plans. I have found that by helping plan sponsors and investment committee members to properly understand and discharge their fiduciary duty, it results in less liability for the business owner / plan sponsor while producing better financial wellness outcomes for plan participants. To stay sharp and up-to-date in this space, I maintain a professional designation as an Accredited Investment Fiduciary Analyst (AIFA). I also offer fiduciary training for forward-thinking plan sponsors and investment committees.
Over the last several years, I have developed an interest in Artificial Intelligence and better understanding how the digital asset space is re-writing how business is done right before our eyes. As a result, I have a lot in common with many millennials, who view this as an area poised for incredible growth in the years ahead as the old financial infrastructure is rapidly being replaced by blockchain record keeping, DeFi; & DEX’s. Hence, I developed my tagline: “Advice for a changing world.” I was privileged to be the first financial advisor in the United States to pass DACFP’s certificate program in Blockchain and Digital Assets and I also carry a designation as a Certified Digital Asset Advisor (CDAA). I currently reside in Naples, Florida with my lovely wife, Kristen. We have 4 children who are all gainfully employed, one of whom I get to work with on a daily basis.
Miguel Kudry
CEO and Co-Founder
L1 Advisors
Miguel Kudry - CEO & Co-Founder| L1 Advisors
William Nelson, JD, LLM
Associate General Counsel
Investment Adviser Association
William Nelson, JD, LLM - Associate General Counsel | Investment Adviser Association
William previously served as Assistant General Counsel and Public Policy Counsel for CFP Board and has held multiple roles as an attorney with both the U.S. Departments of Justice and Veterans Affairs. He currently serves as an Adjunct Professor at the University of Denver Sturm College of Law, teaching securities regulation, previously taught at George Washington University Law School, currently serves as Vice Chair for the DC Bar’s Corporation, Finance and Securities Law Community, has earned the Certificate in Blockchain and Digital AssetsSM from the Digital Assets Council of Financial Professionals, and has been appointed to the North American Securities Administrators Association’s (NASAA’s) Senior Issues Advisory Committee.
William is regularly invited to speak at industry events, has been published in several scholarly law journals, and his work has been cited in legal treatises and state and federal court decisions.
William received his undergraduate degree from the University of Tulsa, his JD with Honors from the University of Tulsa College of Law, and his LLM from the George Washington University Law School.
Jeffrey Park
Portfolio Manager, Head of Alpha Strategies
Bitwise Asset Management
Jeffrey Park - Portfolio Manager, Head of Alpha Strategies | Bitwise Asset Management
Jacki Roach
CCO
My Crypto Advisor
Jacki Roach - CCO | My Crypto Advisor
Morgen Rochard
Financial Planner
Origin Wealth Advisers
Morgen Rochard - Financial Planner | Origin Wealth 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).
Julian Sevillano
Partner, San Francisco
McKinsey & Company
Julian Sevillano - Partner, San Francisco | McKinsey & Co.
Timothy Whitney, CFP®
Chief Executive Officer
TradeWinds
Timothy Whitney, CFP® - Chief Executive Officer | TradeWinds
Sponsors
Austin Marriott Downtown
304 East Cesar Chavez Street | Austin, TX 78701
We are now accepting hotel reservations for VISION. Through this website you can book, modify or cancel your hotel reservations and receive updated information about the event. We look forward to seeing you!
Sleeping rooms are available at the discounted rate of $299 per night + taxes and fees. Click here to book your room by May 22,2023.