Upcoming RIADAC Events

7772

Our July 2018 and March 2019 events

are now complete.

 

To be informed about upcoming events, sign up for updates below.

 

 

 

Read What Our Attendees are Saying:

 

In his inaugural hosting of Barron’s Blockchain and Crypto-Assets program, Ric Edelman developed a provocative and highly insightful program featuring presentations from experts at leading firms in these emerging technologies. Ric’s agenda attracted an audience of world class independent wealth managers eager to learn about this burgeoning asset class. It was a great event for all involved.

Sterling Shea
Global Head of Wealth & Asset Management
Dow Jones

===

It is imperative that, as financial advisors, we educate ourselves about potential future impacts on the financial services industry. The Blockchain and Crypto-Assets Special Event at the 2019 Barron's Independent Summit was a great primer for Blockchain/Crypto infrastructure and provided relevant updates on the current landscape which are impacting our industry. Regardless if you are a novice or an expert on Blockchain and Crypto-Assets, I highly recommend attending this event.

Jason B. Shirk, APMA®, CFS®
Financial Advisor | Managing Partner
Western Capital Advisors
A financial advisory practice of Ameriprise Financial Services, Inc.

===

The program was indeed very helpful. The presentations were excellent.

Michael P. McCartney
McCartney Wealth Management LLC

===

Staying ahead of the curve regarding new technologies, financial planning strategies and business development trends is paramount if we want to continue to provide the value our clients deserve and expect. Attending the Crypto session presented by Ric Edelman and his team was a phenomenal way to do just that. Presentation was clear, concise and on point. Well worth the time.

William J. Cafero
RCL Advisors, LLC

===

I have been privileged to have attended the last 8 Barron’s Indy RIA conferences and can state with confidence that the Blockchain and Crypto Asset special event hosted by Ric Edelman was the best presentation that I have experienced. Ric assembled some of the top minds in the space and the five-hour session was extremely informative and well organized. Ric helped me connect a lot of “dots” and I made some great connections with key players. I would highly recommend attending this session if Ric makes it available in the future. I’m hoping he has follow-on sessions.

David W. Pequet
Founder/CEO
Senior Portfolio Manager
MPI Investment Management

===

I thoroughly enjoyed attending the Barron's Crypto Pre-Event. It was a great chance to hear from some of the industry experts on what the future of blockchain and crypto assets will be and how we might start approaching using them for our clients.

Marty Bicknell
CEO
Mariner Wealth Advisors

===

The event was of great value to me as an advisor, as I had tremendous success in connecting with different vendors who are going to help me get digital assets into our client’s portfolio’s by end of Q3 of this year.

Ron Bullis
Partner
Lifeworks Advisors

===

I am definitely glad I attended the event. It was great exposure and a good place to start the learning process.

Jaime Barretta
Principal
Barretta Wealth Management, Inc.

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This is the perfect venue for advisors looking to stay informed and position their clients for the "next big thing".

Eric Ervin
Blockforce Capital

===

I recently had the opportunity to attend Barron’s pre-event on Blockchain and Cryptoassets. Realizing that I needed to increase my knowledge in both of these areas, I felt it would be a very good use of time and an opportunity to get a deep and broad breadth of information from the experts in these areas. I was not disappointed. The line-up of speakers was great and I left the session much more educated and confident to be able to speak to this evolving and important aspect to our business and industry.

Charles R. Cumello, Jr.
President & Chief Executive Officer
Essex Financial Services

 

 

 

 

Agenda

The State of Crypto & Industry Infrastructure
Investment Opportunities, Trading and Wallets
Custody
Portfolio Tracking
Will There Ever Be a Bitcoin ETF?

Location

The Grand America, Salt Lake City

Registration

Tuesday and Wednesday: $600 per person
Wednesday only: $400 per person