VISION 2023 qualified for 17 CFP, CFA and IWI CE credits

VISION is the longest-running digital assets investment conference specifically for financial professionals. Chaired by Ric Edelman, VISION provides cutting-edge educational content and actionable ideas from leading investors and industry thought leaders. You get 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

Details will be available soon for VISION 2024. For inquiries, contact Don Friedman at


Ric Edelman

Digital Assets Council of Financial Professionals


Dave Hirsch

Chief, Crypto Asset and Cyber Unit
SEC, Division of Enforcement


Congressman French Hill

Vice Chair, House Financial Services Committee
US House of Representatives

Topics Included:

  • 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

71% of 2023 attendees were allocators

  • Registered Investment Advisor (RIA): 37%
  • Accredited Investor (as defined by the SEC): 12%
  • Broker Dealer Representative: 11%
  • Bank/Trust Professional: 2%
  • Family Office Professional: 2%
  • Institution (Endowment, Foundation, Pension Fund, Insurance Companies): 1%
  • Media: 3%
  • Conference Sponsor: 26%


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

Featured Speakers

Josh Brown

Roger Bayston

Head of Digital Assets
Franklin Templeton

Josh Brown

Chris Baker

Fidelity Digital Assets

Josh Brown

Lee Bratcher

Texas Blockchain Council

Josh Brown

Josh Brown

Ritholtz Wealth Management

René Chaze

Special Advisor
Digital Assets Council of Financial Professionals

Matthieu de Vergnes

Associate Partner
McKinsey & Company

Alex Enser

Founder and CEO
My Crypto Advisor

Don Friedman

Digital Assets Council of Financial Professionals

Matt Hougan

Scott Helfstein

Head of Thematic Solutions
Global X ETFs

Matt Hougan

Matthew Higginson

McKinsey & Company

Jeffrey Janson

Senior Wealth Advisor
Summit Wealth Partners, LLC

Miguel Kudry

CEO and Co-Founder
L1 Advisors

William Nelson, JD, LLM

Associate General Counsel
Investment Adviser Association

Matt Hougan

Jeffrey Park

Portfolio Manager, Head of Alpha Strategies
Bitwise Asset Management

Jacki Roach

My Crypto Advisor

Morgen Rochard

Financial Planner
Origin Wealth Advisers

Jake Ryan


Julian Sevillano

Partner, San Francisco
McKinsey & Company

Timothy Whitney, CFP®

Chief Executive Officer