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It was standing room at two events as more than 1,000 financial advisors discovered the impact blockchain will have on the global economy and the financial services industry, and how they can add digital assets to their clients’ portfolios. These special programs were presented by the RIA Digital Assets Council at Inside ETFs, the world’s leading conference on exchange-traded funds, and National LINC, TD Ameritrade’s annual conference for financial advisors.

Hosted by RIADAC founder Ric Edelman, one of the nation’s most prominent financial advisors, the track provided the latest tax and regulatory information and showed advisors how to incorporate digital assets into their practices. Advisors received a combined 10.5 Continuing Education Credits by attending the programs.

Expert speakers included:

  • Matt Hougan, Global Head of Research for Bitwise Asset Management
  • Craig Salm, Director, Legal at Grayscale Investments
  • Brett Cotler, an attorney with Seward & Kissel who’s active with the Wall Street Blockchain Alliance
  • Joel Telpner, an attorney with Sullivan & Worcester who works with the Global Blockchain Business Council and the Blockchain Research Institute
  • Dave Abner, President of Dabner Capital Partners
  • Jake Ryan, Chief Investment Officer of Tradecraft Capital
  • Michael Sonnenshein, Managing Director of Grayscale Investments, and
  • Paul Cappelli, Portfolio Manager at Galaxy Digital LP
  • Mark Yusko, CEO/CIO, Morgan Creek Capital Management
  • Dara Albright, Advisor, Eisner Amper
  • Gabor Gurbacs, Director, Digital Asset Strategy, VanEck/MVIS
  • Tim Rice, Co-Founder/CEO, Coin Metrics
  • Michael Novogratz, Founder/CEO, Galaxy Digital

“Registered Investment Advisors manage $2 trillion for millions of American investors,” said Edelman, who was named three times as the nation’s #1 Independent Financial Advisor by Barron’s. “It’s vital that we learn how to adapt these new technologies into our practices, for the benefit of our clients.”

RIADAC is presenting additional educational events at many of the largest RIA conferences in the nation, including:

T3 Advisor Conference 

Feb 17-20 

San Diego

Digital Asset Strategy Summit    

Oct 18-19 


Schwab Impact 

Nov 10-13      


Don Friedman, founder of the Digital Asset Strategy Summit who is partnering with RIADAC on the development of these programs, said, “These events offer an unprecedented opportunity for companies in the digital space to reach RIAs, who are the gatekeepers to trillions of investors’ assets.”



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