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
Jillian Nel, Director of Financial Planning, Inscription Capital, LLC
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, Product Director, Arbor Digital
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 - 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
