AGENDA

(All times Eastern Time)

11:00 – 11:30am

Visit Exhibit Booths

11:30 – 11:40am

Digital Assets: A New Era for Investing
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Ric Edelman, founder of the nation’s largest independent RIA and three-time winner as Barron’s #1 independent financial advisor, provides a quick overview: how this burgeoning asset class emerged, its status and what’s to come.

Ric Edelman, Founder
RIA Digital Assets Council

11:40am – 12:30pm

Use Cases: Not Just Beanie Babies and Tulip Bulbs
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Blockchain and digital assets are going to revolutionize commerce on a global scale. You’ll be amazed at the incredible array of uses by dozens of industries, led by companies at the forefront of this revolution.

Session Leader:

Ric Edelman, Founder
RIA Digital Assets Council

Panelists:

Camilla Churcher, Head of Business Development
Celsius

John Hoffman, Head of Americas, ETFs & Indexed Strategies
Invesco Ltd.

Matt Hougan, Chief Investment Officer
Bitwise Asset Management

12:30 – 1:00pm

Lunch/Visit Exhibit Booths

1:00 – 1:30pm

Conversation with SEC Commissioner Hester Peirce
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In this captivating fireside chat, Commissioner Peirce will offer her latest views about blockchain and digital assets.

Ric Edelman, Founder
RIA Digital Assets Council

Hester M. Peirce, Commissioner
U.S. Securities and Exchange Commission

1:30 – 2:15pm

Why Institutional Investors Are Adding Digital Assets to Their Portfolios
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Institutional investors hailing from hedge funds, major corporations and technology firms and asset managers are now investing in digital assets. See what they’re up to – and why.

Session Leader:

Raoul Pal, CEO & Co-Founder, Real Vision Group
Founder, Global Macro Investor

Panelists:

Anthony Scaramucci, Founder
SkyBridge Capital

Dan Tapiero, Founder & CEO
10T Holdings LLC

Mark Yusko, CEO & CIO, Morgan Creek Capital
Partner, Morgan Creek Digital Assets

2:15 – 2:35pm

Making the Move: Adopting Digital Assets in a Client Portfolio
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In the last session, you heard why institutional investors are engaging. Now, you will discover the considerations and infrastructure required to invest in digital assets. From custody and liquidity to support and security, we break down what a digital asset service offering looks like for advisors and their clients in a 24H /365 market like bitcoin.

Ric Edelman, Founder
RIA Digital Assets Council

Christine Sandler, Head of Sales & Marketing
Fidelity Digital Assets

2:35 – 3:05pm

Understanding Custody
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This is a top advisor concern. Learn about the major advances in the past two years, and explore:

  • The role of custodians in the digital asset space
  • Why buying bitcoin is different from storing bitcoin
  • Hot vs Cold wallets
  • What is a regulated custodian
Session Leader:

Ric Edelman, Founder
RIA Digital Assets Council

Panelists:

Ryan Radloff, CEO
Kingdom Trust

Christine Sandler, Head of Sales & Marketing
Fidelity Digital Assets

3:05 – 3:25pm

How to Incorporate Digital Assets into Your Practice Management
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  • How to buy, sell and rebalance digital assets
  • How to track and report client holdings on their digital assets
  • How to collect your AUM fee on these investments

Ric Edelman, Founder
RIA Digital Assets Council

Dan Eyre, CEO & Co-Founder
Blockchange

3:25 – 3:50pm

Visit Exhibit Booths

3:50 – 4:10pm

The Emergence of Prime Brokerage in Digital Assets
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  • What services are provided by Prime Brokers in this space?
  • How does this compare to traditional markets?
  • What is the importance of trading directly from cold storage?
  • What are interest bearing crypto accounts and how/by whom are these managed?

Ric Edelman, Founder
RIA Digital Assets Council

Pete Najarian, Chief Revenue Officer
BitGo

4:10 – 4:35pm

How to Incorporate Digital Assets into Asset Allocation Models
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You’ve educated yourself on digital assets. The next step is choosing which digital assets to invest in, the vehicles to use and how to fit the asset class into a diversified portfolio.

Session Leader:

Ric Edelman, Founder
RIA Digital Assets Council

Panelists:

Jon Maier, Chief Investment Officer
Global X ETFs

Ben McMillan, Chief Investment Officer
IDX

4:35 – 5:00pm

Explaining Digital Assets to Clients
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Surveys show that 92% of financial advisors they don’t know how to explain digital assets to their clients. This session will show you how to communicate effectively with your clients about this asset class.

Session Leader:

Ric Edelman, Founder
RIA Digital Assets Council

Panelists:

Christopher King, Founder & CEO
Eaglebrook Advisors

Katrina Scott, CFA, Chief Investment Officer
Mariner Wealth Advisors

5:00 – 5:30pm

Bonus Session: Q & A with Ric Edelman
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Get answers to your questions from one of the most influential people in the financial planning profession.

Ric Edelman, Founder
RIA Digital Assets Council

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