VISION Agenda

(All times are Central Daylight)

Sunday, June 2, 2024

10am – 3pm  CT

4-Hour Pre-Con Workshop : Introduction to Blockchain and Digital Assets
(4 CE credits)

The perfect training session if you’re new to crypto! Excellent prelude to the VISION Conference
Led by Ric Edelman, Founder of the Digital Assets Council of Financial Professionals

You’ll Gain Knowledge About:

  • Blockchain Technology
  • The Difference Between Bitcoin and Ethereum
  • Spot Bitcoin ETFs
  • Digital Assets vs. Digital Currencies
  • Tokenization and NFTs
  • The Metaverse
  • How to Acquire Crypto: Mining, Staking, Crypto Exchanges, Airdrops and Forks
  • Crypto Custody: Qualified Custodians, Hot Wallets vs. Cold Wallets
  • DeFi vs. CeFi
  • The Crypto Investment Thesis
  • The State of Crypto Regulation, Taxation and Compliance
  • Ample Opportunity for Q&A

Includes continental breakfast, lunch, and a cocktail reception at 5pm
Attend the Entire 4-Hour Pre-Con Workshop for Just $49 • Get 100% Credit Towards Your Certificate in Blockchain and Digital Assets

5:00pm – 6:00pm  CT

Cocktail Reception

Join us for networking, cocktails and hors d’oeuvres.

Monday, June 3, 2024

8:00am – 9:00am CT
Registration & Continental Breakfast

9:00am – 9:05am CT

Chair’s Welcome

Ric Edelman, Founder | Digital Assets Council of Financial Professionals

9:05am – 9:30am CT

Why Bitcoin Will Rise to $420,000 – It’s not a prediction. It’s simple arithmetic.

You’ve heard many crypto enthusiasts offer predictions about the future price of bitcoin. There’s typically some vague assertion that “bitcoin is future of money” or “it’s a better store of value than gold.” Such statements are difficult (if not impossible to quantify. So, join Ric Edelman for this clarifying session – where he ignores the passion of the Crypto Bros and instead combines basic facts with simple, realistic assumptions – and a little bit of simple arithmetic – to explain not only why bitcoin’s future price will exceed $400,000, but how you can easily use your own assumptions to arrive at your own calculation. This session is essential for anyone who’s skeptical about bitcoin as well as those who want to learn how to easily explain the crypto phenomenon to clients.

Ric Edelman, Founder | Digital Assets Council of Financial Professionals

9:30am – 10:15am CT

How Advisors are Handling Crypto in Their Practices

You’ll discover how crypto has gone mainstream – and how it’s transforming the wealth management industry. This session covers client service, investment committee decisions, compliance and operations, asset custody, and more.

Marguerita Cheng, CEO | Blue Ocean Global Wealth
Michael Durso, Founding Partner, CEO | ShoreHaven Wealth Partners

10:15am – 10:45am CT

Morning Network Break

10:45am – 11:30am CT

Navigating the Spot Bitcoin ETF Landscape

Spot bitcoin ETFs have attracted unprecedented AUM, creating opportunities for financial advisors. You’ll see how these ETFs differ from traditional offerings – and each other – and how you can explain them to your clients while you integrate them into portfolios and your overall practice management.

Grant Engelbart, VP, Investment Strategist | Carson Group
Matt Horne, Head of Digital Asset Strategists | Fidelity Digital Asset Management
Matt Hougan, Chief Investment Officer | Bitwise Asset Management

11:30am – 12:00pm CT

Forget the ETFs – Bitcoin Exposure Via Other Ways

If you’re saying “meh” to the spot bitcoin ETF, you’ll love this session. You’ll get introduced to such alternatives as direct purchases, picks and shovels, futures ETFs, publicly traded mining companies, companies that hold bitcoin on their balance sheets, crypto SMAs & TAMPs, and even private placements for accredited investors.

Lori Van Dusen, CEO & Founder | LVW Advisors

12:00pm – 1:15pm CT

Lunch for Delegates & Sponsors

1:15pm – 2:00pm CT

In Bitcoin We Trust

Ric Edelman talks with Michael Saylor, Co-Founder & Executive Chairman, MicroStrategy

Join this engaging discussion with one of bitcoin’s most prominent voices. Bitcoin maximalist and evangelist Michael Saylor. You’ll understand why Michael keeps buying bitcoin, his perspective on MicroStrategy’s $10 billion of bitcoin on the balance sheet, and his thoughts on the future of bitcoin.

2:00pm – 2:45pm CT

Beyond Bitcoin: What’s Next for Clients?

Those new to crypto typically start with bitcoin. But it doesn’t take long for neophytes to realize that there’s a lot more to crypto than just bitcoin. This session explores the rest of the crypto marketplace, helping you decide which altcoins to consider – and the future role you’ll want to serve as you strive to achieve your clients’ long-term financial goals.

David Alderman, Research Analyst | Franklin Templeton
Sui Chung, CEO | CF Benchmarks

2:45pm – 3:15pm CT

Stablecoins: The Link Between TradFi and Crypto

With $150 billion in assets and rising, stablecoins cannot be ignored. They connect traditional finance with the world of crypto, and you’ll learn how they facilitate seamless transactions, cross-border payments and decentralized finance, all as a low-risk asset for investors.

J. Christopher Giancarlo, Senior Counsel | Willkie Farr & Gallagher, 13th Chair | U.S. Commodity Futures Trading Commission (CFTC)

3:10pm – 3:40pm CT

Afternoon Networking Break

3:40pm – 4:05pm CT

The Protocol Economy: The New Model Changing How We Do Business

The shift from the traditional information economy to the Protocol Economy, spawned by blockchain technology, marks a significant change in how transactions are conducted and power is distributed. Whereas the former iteration relied on centralized platforms, the Protocol Economy is characterized by decentralized, open-access protocols that enable self-executing transactions, heralding a new era of commerce with greater opportunities for individuals and businesses alike.

Sandy Kaul, SVP, Head of Digital Assets & Industry Advisory Services | Franklin Templeton

4:05pm – 4:30pm CT

The Next Big Thing: Tokenization

Everything is getting tokenized – driver’s license, automobile titles, real estate deeds, passports, medical records, education credentials and work histories. Tokenization lets information and value be transferred, stored and verified securely, quickly and inexpensively. In this session, you’ll discover how tokenization is revolutionizing global finance, why asset and wealth managers, big banks and fintechs are so excited about this technology, what does a future tokenized world looks like – and why advisors need to care.

Dennis Cristallo, Head of Wealth Management | Onyx by JPMorgan

4:30pm – 5:00pm CT

The Convergence of Crypto and AI

Together, crypto and AI foster innovation and the democratization of data. In this session, we examine the opportunities and challenges created by the convergence of AI and blockchain technologies including DePIN (decentralized physical infrastructure networks) and how these innovations are intersecting to change commerce on a global scale.

Lee Bratcher, President | Texas Blockchain Council
Ariel Seidman, CEO & Co-Founder | Hivemapper
Amanda Wick, Founder & CEO | The Association for Women in Crypto

5:00pm – 6:00pm CT

Cocktail Reception

Join us for networking, cocktails and hors d’oeuvres.

6:00pm CT

Dine Arounds with Our Sponsors

Join us for networking, cocktails and hors d’oeuvres.

Tuesday, June 4, 2024

7:45am – 8:45am CT
Registration & Continental Breakfast

8:45am – 9:00am CT

Chair’s Recap and Intro to Day 2

Ric Edelman, Founder, Digital Assets Council of Financial Professionals

9:00am – 9:45am CT

The View from the Beltway: The Latest from Congress

Politicians from both parties have staked positions on crypto – even Donald Trump has weighed in. Few expect major legislation this year due to the upcoming elections, while most believe 2025 will be the “year of crypto” for Congress. [SEC or Congress speaker] will tell us what to expect from lawmakers and regulators this year and next.

Perianne Boring, Founder & CEO | Chamber of Digital Commerce

9:45am – 10:30am CT

Bitcoin’s Impact on the Economy and Public Policy

Already, more than 500 million people worldwide own bitcoin, and this number is rising rapidly. Bitcoin fosters economic inclusion, giving people access to money who currently lack it. Fractions of bitcoins (called satoshis) can be bought for tiny fractions of a penny – important for people who are living on $2 a day. So, say bitcoin reaches the highest price prediction – $5 million. A person who today owns $1,000 worth of bitcoin would find themselves owning an asset worth more than $71,000. This would be game-changing, lifting a billion people out of poverty and into the middle class.

Setting aside one’s views about bitcoin, let’s assume that this extreme bitcoin price prediction is correct. What would be the impact on the economy? Households? Employment? Inflation? The financial markets? Public policy?

This session will be an important thought experiment on a topic that no one in the crypto community has yet considered – and the results of this session will have reverberations and impact not just within the financial community but with national policy makers as well.

Ben Harris, VP & Director, Economic Studies Program | Brookings Institution
Donald Marron, Institute Fellow and Director of Economic Policy Initiatives | Urban Institute

10:30am – 11:00am CT

Morning Networking Break

11:00am – 11:45am CT

Crypto Through the Eyes of Institutions

The prior hesitations about crypto among institutional investors is giving way to broader adoption. This session reveals the current thinking of institutions, and how they’re viewing bitcoin, Ethereum, blockchain companies – and the allocations they’re using or developing for their portfolios.

Katherine Molnar, CIO | Fairfax County Police Officers Retirement System
Michael Allegue, CFA, Investment Officer – MassMutual Trust Investment Team | MassMutual Wealth Management

11:45am – 12:15pm CT

Capturing Alpha in Crypto

Can excess returns be generated in the crypto market? This session will cover key strategies for generating alpha, including trend following, yield farming, contrarian investing, arbitrage trading, volatility strategies and fund-of-funds – and how some managers are balancing risk with disciplined decision-making to mitigate losses.

Paulo Baia, Head of Manager Research | Exponential Age Asset Management Ltd.

12:15pm – 1:15pm CT

Lunch for Delegates & Sponsors

12:15pm – 1:15pm CT

Women in Crypto Lunch

Enjoy lunch with fellow female colleagues, with crypto as your common connection! This private event lets you share experiences and form meaningful friendships.

1:15pm – 1:45pm CT

Crypto and Modern Portfolio Theory

Learn how to add crypto to client portfolios that align with your clients’ risk appetites using Modern Portfolio Theory. This session explores the importance of diversification, covariance and correlation, so you can build optimal portfolios along the Efficient Frontier. You’ll discover how to minimize variance via various crypto investments, giving you the potential to achieve higher returns for a given level of risk, enhancing diversification and delivering better outcomes for your clients.

Cesare Fracassi, Associate Professor of Finance | University of Texas at Austin
Andrew Pratt, Investment Manager | Wiser Investments

1:45pm – 2:15pm CT

What You Need to Know about Crypto Custody

It’s vital that you understand the nuances of crypto custody, so you can help your clients safeguard their digital assets while ensuring seamless access and management. This session helps you evaluate such key factors as security, accessibility and user control.

2:15pm – 3:00pm CT

Crypto Taxes: The Obligations of Acquiring, Owning and Disposing of Digital Assets

Many tax rules for crypto are clear, but others are not. This session will help you apply your knowledge of capital gains, gifting, step-up in basis and wash-sales to crypto – and you’ll discover that whether, when and how much tax your client owes depends on whether they mine crypto, stake it, mint it, buy it, are given it, or obtain it via an airdrop or fork. And you thought you knew the tax code!

3:00pm CT

Conference Chairperson Closing Remarks

Ric Edelman, Founder, Digital Assets Council of Financial Professionals