Completed Events
Drawing from 40 years of providing financial advice and 18 years of producing world-class finance events, DACFP brings together leading experts, fund managers and service providers to give you educational, sales, marketing and networking opportunities through conferences, webinars and roundtables. Below are some of our most recent events. Click each to watch the replay or view the agendas.
PAST EVENT
The Crypto Starter Pack: BTC, ETH, SOL & LINK
Crypto can feel overwhelming—even for experienced advisors. With thousands of digital assets in the market, one key question stands out: “Which ones should matter for my clients?”
Join Ric Edelman and Grayscale’s Head of Research, Zach Pandl, for a focused, practical walkthrough of the “Crypto Starter Pack” — the core digital assets every financial advisor should understand.
DATE: APRIL 9, 2026 | LOCATION: VIRTUAL | WATCH THE REPLAY
PAST EVENT
How to Manage – and Message – Crypto During This Latest Winter
The 2026 Crypto Winter is creating questions – and opportunities. In this timely event, Hashdex CIO Samir Kerbage and DACFP Founder Ric Edelman will offer you the rules-based, diversified, index-driven approach that can help you as you manage your clients’ crypto exposure during this period of volatility. You’ll also learn about new opportunities in crypto indexing – and why it’s becoming the institutional standard for this asset class. All this and more, including how you can manage client conversations today.
DATE: MARCH 24, 2026 | LOCATION: VIRTUAL | WATCH THE REPLAY
PAST EVENT
From Cash to Code: Investing in Stablecoins and Tokenization
Join DACFP founder Ric Edelman and Zach Pandl, Head of Research at Grayscale Investments to discover how stablecoins are being used in cash management today. You’ll learn how crypto investment strategies are generating yield, the evolving role of staking – and it potential impact on total return. This session is ideal for financial advisors and RIA firms.
DATE: FEBRUARY 12, 2026 | LOCATION: VIRTUAL | WATCH THE REPLAY
PAST EVENT
2026 Crypto Predictions + Results of the Bitwise Annual Advisor Survey
2025 was a defining year for crypto – but what will 2026 bring?
In this session, Bitwise CIO Matt Hougan will share their ten boldest predictions for 2026, along with the biggest takeaways from the new Bitwise/VettaFi annual survey revealing financial advisors’ attitudes about crypto. You’ll get Bitwise’s predictions on which crypto assets are poised for new all-time highs, how bitcoin’s volatility will compare to Nvidia’s, and what stablecoins could do to emerging-market currencies in 2026. You’ll also learn which crypto themes financial advisors are paying closest attention to right now, how many are adding crypto to client accounts and how advisors are sizing those allocations.
DATE: FEBRUARY 10, 2026 | LOCATION: VIRTUAL | WATCH THE REPLAY
PAST EVENT
How HNWI & Family Offices are Investing in Digital Assets
If you’re serving the HNWI and FO markets – or if you want to – you need to know their views about crypto. Get the insights you need about these markets from Ric Edelman and Jake Claver, CEO of Digital Ascension Group. You’ll discover how sophisticated, wealthy investors are strategically planning for and investing in crypto – and how they’re deploying a range of risk mitigation tactics. You’ll gain practical strategies you can immediately put to use with your current HNWI and FO clients, and learn how to turn new ones into clients.
DATE: JANUARY 14, 2026 | LOCATION: VIRTUAL | WATCH THE REPLAY
PAST EVENT
The Year in Crypto: 2025 Highlights and 2026 Outlook
2025 has been a transformative year for digital assets – and it continues to evolve rapidly. You need to get ready now for 2026!
Join Ric in a conversation with Grayscale’s Zach Pandl, Head of Research at Grayscale Investments, and learn how to position your clients’ portfolios for what’s ahead. Zach’s insights will prepare you for the crypto market in 2026 and show you how advisors are integrating digital assets into their practices today. You’ll also discover the expanding role of crypto ETPs – particularly staking ETPs – and how they’re driving greater institutional adoption. Most importantly, you’ll get practical strategies you can implement right away with your clients.
DATE: DECEMBER 10, 2025 | LOCATION: VIRTUAL | WATCH THE REPLAY
PAST EVENT
Crypto Exposure, Simplified: Why Index-Based ETFs Are Becoming the Advisor Default
Crypto’s adoption curve is increasingly looking like that of the early internet – and advisors are increasingly re-evaluating the legitimacy of their zero-allocation stance. Investing directly into digital assets creates operational, custody and compliance challenges, while bitcoin ETFs suffer from concentration risk and narrative fatigue. Here’s your opportunity to discover how to solve this dilemma: Hashdex CIO Samir Kerbage and DACFP Founder Ric Edelman will show you a rules-based, diversified, index-driven approach that can help you gain crypto exposure through the familiar ETF wrapper.
DATE: DECEMBER 3, 2025 | LOCATION: VIRTUAL | WATCH THE REPLAY
PAST EVENT
Understanding Solana Staking ETPs: Exploring BSOL as a Case Study
Solana has officially joined the ranks of ETPs, introducing a new investment vehicle for advisors to understand. Join Bitwise CIO Matt Hougan and DACFP Founder Ric Edelman as they break down how Solana staking ETPs work, using the Bitwise Solana Staking ETP (BSOL) as a practical example.
You’ll learn what staking is, how it works – and why its yield is far higher than what is typically available from bonds or stock dividends. You’ll also discover why Solana is positioned to win in the stablecoin and tokenization markets, and how BSOL fits into a diversified portfolio. Solana ETFs represent a new era for crypto investing, and Bitwise’s BSOL is leading the way – here’s your first-look opportunity!
DATE: NOVEMBER 18, 2025 | LOCATION: VIRTUAL | WATCH THE REPLAY
PAST EVENT
Beyond Bitcoin: The Case for Indexing in Crypto
As crypto continues to evolve beyond bitcoin, investors need the right tools to access the full opportunity set. Bitwise CIO Matt Hougan joins Ric Edelman for an exclusive webinar on the role of crypto indexing, the advantages of investing in the crypto space as a whole versus individual coins, and how a diversified approach can fit into a balanced portfolio.
DATE: OCTOBER 23, 2025 | LOCATION: VIRTUAL | WATCH THE REPLAY
PAST EVENT
Understanding Crypto Staking for Financial Advisors
Investors have put billions of dollars into Ethereum ETFs, yet many aren’t aware that these ETFs haven’t included an essential aspect of Ethereum referred to as “staking”. As of the other day, that has changed.
Join our exclusive webinar, designed for financial advisors, looking to stay ahead by understanding what staking is. You’ll learn how crypto staking works, the opportunities it presents for client portfolios, risks and rewards to keep in mind, and current incorporation into crypto investment funds. Whether you’re new to crypto or looking to expand your expertise, this Staking 101 session will equip you with the practical knowledge and investment insights you need to understand crypto staking.
DATE: OCTOBER 17, 2025 | LOCATION: VIRTUAL | WATCH THE REPLAY
PAST EVENT
What You Need to Know About Stablecoins, Yield and Model Portfolios: Discovering the Crypto Opportunity for Advisors and RIA Firms
Join us for this special webinar: Ric Edelman hosts Abra CEO Bill Barhydt to give you an in-depth exploration of practical crypto investment strategies designed specifically for financial advisors and RIA firms.
You’ll discover how stablecoins are revolutionizing cash management, offering higher yields than traditional money market funds. You’ll also learn about collateralized borrowing strategies that unlock liquidity without triggering taxable events, and explore ready-to-implement crypto model portfolios that balance risk and return. Join us to see how these strategies are enhancing client outcomes while positioning your practice at the forefront of financial innovation!
DATE: OCTOBER 9, 2025 | LOCATION: VIRTUAL | WATCH THE REPLAY
PAST EVENT
How to Add Crypto to Client Portfolios Today
Join DACFP Founder Ric Edelman and Christopher Jensen, VP/Director of Digital Assets Research at Franklin Templeton, for the latest thinking on crypto’s role in client portfolios. You’ll explore the latest market dynamics across all major digital assets, see how new regulatory clarity is creating new investment opportunities, and how ETFs and Digital Asset Treasury companies are melding crypto with traditional finance. Best of all, you’ll get the practical allocation strategies you need for incorporating digital assets into client portfolios today.
DATE: OCTOBER 8, 2025 | LOCATION: VIRTUAL | WATCH THE REPLAY
PAST EVENT
The Death of 60/40 – and Why Your Crypto Allocation Should Be 10% to 40%
Acclaimed financial advisor Ric Edelman – called “Mr. RIA” by Bloomberg – has dropped a bomb on the asset and wealth management world by announcing that the 60/40 glidepath is dead, and that virtually all clients should allocate to crypto. Conservative investors should have a 10% allocation, moderate clients 25%, and aggressive portfolios 40%. But what’s the basis for this bold allocation?
DATE: JULY 22, 2025 | LOCATION: VIRTUAL | WATCH THE REPLAY
PAST EVENT
How to Secure Truly Diversified Crypto Exposure
If you’re a financial advisor who believes in portfolio diversification, you know that bitcoin isn’t enough – it’s just a single asset. That’s why you’ll find this session so valuable – you’ll discover the different ways you can achieve diversification in crypto, and the parallels to diversification in traditional equity markets. Join Ric Edelman, Grayscale’s Global Head of ETFs David LaValle, and CoinDesk Indices’ Head of Product Andrew Baehr to explore crypto market leadership, market cap, liquidity and much more!
DATE: JULY 16, 2025 | LOCATION: VIRTUAL | WATCH THE REPLAY
PAST EVENT
What Does H2 Hold for Crypto?
As we enter the second half of 2025, where is crypto headed? Join DACFP Founder Ric Edelman and Bitwise CIO Matt Hougan for a live webinar exploring the key forces shaping the crypto market in H2 – regulatory shifts, macro trends, ETF flows, and rising institutional adoption. They’ll also reveal Bitwise’s updated market outlook and revised predictions for the remainder of 2025.
DATE: JULY 10, 2025 | LOCATION: VIRTUAL | WATCH THE REPLAY
PAST EVENT
VISION 2025
VISION is the longest-running digital assets investment conference specifically for financial professionals and accredited investors. Chaired by Ric Edelman, VISION provides cutting-edge educational content and actionable ideas from leading investors and industry thought leaders. You get the information you need about crypto to attract new clients and AUM.
DATE: JUNE, 2025 | LOCATION: DALLAS, TX | CLICK FOR DETAILS
PAST EVENT
The Great Derisking: Why There’s Never Been a Better Time to Buy Bitcoin
For years, bitcoin was seen as a high-risk, speculative asset. That’s changing – fast. Institutional adoption is surging, regulatory clarity is emerging, and bitcoin’s role as “digital gold” is solidifying in global portfolios. In this webinar, DACFP Founder Ric Edelman and Bitwise CIO Matt Hougan will break down why bitcoin has never been less risky, why current market conditions present an unprecedented entry point, and how financial advisors can position clients to capitalize on this shift.
DATE: MAY 20, 2025 | LOCATION: VIRTUAL | CLICK TO WATCH THE REPLAY
PAST EVENT
Getting Bitcoin Exposure Beyond the Spot ETFs
Sure, you can allocate to bitcoin via the spot bitcoin ETFs. But are you familiar with all the other choices you have – choices that might offer more specific outcomes? Join us for this in-depth look at bitcoin-related equities, options strategies, and other ways you can add bitcoin to client portfolios. You’ll discover how these diverse methods can impact portfolio construction, risk management and potential returns. There’s more to bitcoin than the spot ETFs!
DATE: APRIL 8, 2025 | LOCATION: VIRTUAL | CLICK TO WATCH THE REPLAY