MARCH 4, 2021 | VIRTUAL

The Blockchain and Digital Assets Are Now Mainstream

As an RIA, you need to adapt – or risk losing credibility, clients and AUM. Chaired by Ric Edelman, RIADAC VISION is an event designed specifically for financial advisors, giving you core information on the blockchain and digital assets.

This program will qualify for CE credits.

Featured Speakers

Ric Edelman

Ric Edelman

Founder
RIA Digital Assets Council

Read Bio
Paul Pagnato

Paul Pagnato

Founder
PagnatoKarp

Read Bio
Raoul Pal

Raoul Pal

CEO & Co-Founder
Real Vision Group
Founder
Global Macro Investor

Read Bio
Hester Pierce

Hester M. Peirce

Commissioner
U.S. Securities and Exchange Commission

Read Bio
Anthony Scaramucci

Anthony Scaramucci

Founder
SkyBridge Capital

Read Bio
Katrina Scott

Katrina Scott, CFA

Chief Investment Officer
Mariner Wealth Advisors

Read Bio
Mark Yusko

Mark Yusko

CEO & CIO
Morgan Creek Capital Management
Partner
Morgan Creek Digital Assets

Read Bio

REGISTER NOW

Topics Include:

  • What Are Digital Assets?

  • Understanding Blockchain, the Underlying Technology for All Digital Assets
  • Why Should I Add Digital Assets to My Clients’ Portfolios?
  • How Do I Explain Digital Assets to My Clients?
  • How Does One Buy Digital Assets?
  • How Do I Know My Clients’ Digital Asset Investments Are Safe and Secure?
  • How Do I Track and Report My Clients’ Holdings of Digital Assets?

  • How Should I Incorporate Digital Assets into My Asset Allocation Models?

  • Taxes: What are the Reporting Requirements and Tax Rates for Digital Assets?

  • Legal and Compliance: What are the Regulatory Issues and Requirements for Owning and Trading Digital Assets?

  • How Do I Collect My AUM fee on Digital Assets?