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 don@dacfp.com.
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 French Hill
Vice Chair, House Financial Services Committee
US House of Representatives
Congressman French Hill - Vice Chairman, House Financial Services Committee | US House of Representatives
French also sits on the House Foreign Affairs Committee, where he is the Vice Chairman of the subcommittee that oversees U.S. involvement in international organizations such as the United Nations, and on the House Permanent Select Committee for Intelligence.
A born public servant, his prior work in Washington, DC, first as U.S. Senate staff to the late Sen. John Tower of Texas and later in the Treasury Department and the White House for President George H.W. Bush, informs his work on key issues from trade to entrepreneurial and corporate management to the defense of our borders and safety of our troops and allies abroad.
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%
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
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
