Financial Advisor
& RIA Day

May 30 | Austin, Texas

Connect with and learn from industry thought leaders at the forefront of digital asset wealth management.

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What is FA & RIA Day?

CoinDesk’s FA & RIA Day is an event for verified Financial Advisors and RIAs that takes place at Consensus 2024. The program is designed to bring together industry thought leaders to provide attendees with timely and actionable information that they can use to responsibly advise clients on how to think about digital assets as they plan their financial future. The program features panels, fireside chats and roundtable discussions designed to educate attendees on the most important digital assets topics.

Verified advisors and RIA registered for the program will also receive a complimentary 3-day Pro Pass to explore Consensus 2024.

Advisory Board

FA & RIA Day Agenda

8:30 a.m. - Breakfast and Networking

9:05 a.m. - Welcome Remarks

Introduction
Kim Greenberg, Head of Marketing, CoinDesk Indices
Co-Chairs
Adam Blumberg, Co-Founder, Interaxis
Matt Kolesky, Principal and Investment Advisor Representative, Arbor Digital

9:10 a.m. - "The Advisor Experience": Lessons Learned from Serving Clients... Thus Far

Hear directly from advisors who have been active in the asset class through multiple bull/ bear cycles. This session addresses it all: risk management, communications to clients, compliance issues, optimal custody solutions and optimal access points.
Matt Kunke, iShares Digital Assets Product Strategist, BlackRock
Steve Larsen, President, Columbia Advisory Partners
Eric Tomaszewski, Financial Advisor, Verde Capital Management
Moderated by: Andy Baehr, Managing Director, CoinDesk Indices

9:50 a.m. - Investment Options for Digital Assets: The Pros and The Cons

From ETFs and SMAs to direct investing vehicles, what are the risks, opportunities, and idiosyncrasies associated with the different options advisors have when choosing how to invest in digital assets on behalf of clients?
Matt Kolesky, Principal and Investment Advisor Representative, Arbor Digital
Dave LaValle, Global Head of ETFs, Grayscale
Jennifer Murphy, Founder and CEO, Runa Digital Assets
Moderated by: Adam Blumberg, Co-Founder, Interaxis

10:30 a.m. Networking Break

11:00 a.m. - The Great Convergence: Practical Applications for Applying Traditional Wealth Management Concepts to Digital Assets

Presentations are followed by moderated Q&A
Moderated by: Jackson Wood, Portfolio Manager, Freedom Day Solutions

Presentation 1: Taxes and Digital Assets
Cameron Browne, Partner, Darien Advisors
Presentation 2: Financial Planning and Retirement Accounts
Nicholas Rygiel, Owner, Ironclad Financial
Presentation 3: Estate Planning and Asset Protection
Matt McClintock, Executive Managing Director, Bespoke Group

11:30 a.m. - The Advisor Tech and Support Stack: The Current State of Digital Asset Infrastructure

From compliance to insurance, custody, data management and research; what fits into the current advisor tech stack and what solutions are available to support advisors in effectively serving clients digital asset needs?
Erin Friez, Co-Founder and COO, Digital Asset Research
Kristen Mirabella, Head of Partnerships, Eaglebrook Advisors
Joe Medioli, Growth and Strategy Lead, Platform and Brokerage, Anchorage
AJ Nary, Head of HeightZero, BitGo
Moderated by: Marc Nichols, Director of Business Development, Prometheum

12:05 p.m. - Fireside Keynote Chat: The Regulatory Future of Digital Assets

Commissioner Summer Mersinger, Commodity Futures Trading Commission
Moderated by: Michelle Noyes, Head of Americas, AIMA

12:30 p.m. - Lunch

1:15 - 2:45 p.m. - Interactive Topic Roundtables

Tables rotate every 30 minutes. Attendees pick any three of the following topics.

Conducting Due Diligence on ETFs
Erin Friez, Co-Founder and COO, Digital Asset Research
Inkoo Kang, Vice President, ETFs, Grayscale
Fitting Digital Assets into Estate Planning
Adam Blumberg, Co-Founder, Interaxis
Anton Kozlov, Distribution Manager, US Lead, 21Shares
Jack Stock, Vice President, Product Specialist, Resolute Investment Managers
The Custody Blueprint
Joe Medioli, Growth and Strategy Lead, Platform and Brokerage, Anchorage
Kristen Mirabella, Head of Partnerships, Eaglebrook Advisors
RIA Crypto Compliance: Regulatory Update and How to Prepare
Helen Gugel, Partner, Ropes and Gray
Rob Krugman, Chief Digital Officer, Broadridge
Crypto Taxes Review
David Forst, Partner Tax, Fenwick and West LLP
Sean McElroy, Associate Tax, Fenwick and West LLP
Using Digital Assets for Organic Growth and Practice Protection
Keith Black, Managing Director, Education, RIA Channel
Jackson Wood, Portfolio Manager, Freedom Day Solutions
Incorporating Digital Assets into Your Current Software and Tech Stack
Steve Larsen, President, Columbia Advisory Partners
Nathan Stump, Director of Platform Sales, BitGo
How Bitcoin Fits in a Broader Traditional Portfolio
John Bowens, CISP, Director, Head of Education and Investor Success, Equity Trust Company
Matt Kunke, iShares Digital Assets Product Strategist, BlackRock
The Digital Asset Debate: To Advise Or Not To Advise
Nicholas Rygiel, Owner, Ironclad Financial
Nick Reilly, Founder and Wealth Advisor, One Day Advice

Benefits of attending

Learn from Industry Thought Leaders

Hear directly from the advisors and industry experts that are at the forefront of digital asset wealth management about practical and timely information that you can use to advise your clients on their portfolio and beyond.

Expand Your Network

Examine the most pertinent questions FAs and RIAs are facing today alongside your peers in interactive roundtable sessions and forge new connections during networking breaks.

Access Consensus 2024

All verified advisors and RIA registered for FA & RIA Day will also receive a complimentary 3-day Pro Pass to explore Consensus 2024, the world’s largest, longest-running, and most influential cryptocurrency, blockchain, and Web3 event.

What are you interested in?

Finance

Industry Builder

Web3

Gaming

Marketing/Advertising

Developer

Other

You must select an area

Financial Advisor & RIA Day