May 15, 2025
Wealth Management Day
CoinDesk's Wealth Management Day is an event for verified financial advisors and wealth managers that takes place at Consensus 2025. 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.
Benefits of Attending
Learn from Industry Thought Leaders
Expand Your Network
Access Consensus 2025
Wealth Management Day Speakers
Agenda
9:00 AM - Breakfast and Networking
9:30 AM - The Wealth Managers’ State of Affairs: Lessons from Financial Advisors with Years of Experience Managing Crypto in the Portfolio
This session will touch on all the major pain points that financial advisors must address in order to manage crypto investments responsibly: communicating with your clients, best practices for portfolio management, nuances in the generational wealth from the boomers to the millennials, best sources for education, managing career risk and more.
- Adam Blumberg, VP - Advisor Services, Enclave Group
- Elliot Johnson, Chief Investment Officer, Evolve ETFs
- Jay Bluestine, Managing Principal, Blue Square Wealth
- Charlie Morris, Co-Founder, CMCC Global
10:05 AM - Macro Market Perspective: The Big Picture and How to Prepare for What’s Next
The macro landscape is volatile, unpredictable and unwieldy. In this session, the macro experts will highlight the most important trends and signals that you need to know now.
- Moderator: Andrew Baehr, CFA, CAIA, Head of Product and Research, CoinDesk Indices
- Martin Green, CEO, co-CIO, Cambrian Asset Management Inc.
- Blue Macellari, Head of Digital Assets, T. Rowe Price
- Tony Volpon, Partner, CF Inovação
10:30 AM - Using Crypto Assets in the Portfolio: New Data
- Andy Martinez, Founder and CEO, Crypto Insights Group
10:45 AM - The Case for Tokenization and How Wealth Managers Need to Prepare for Incorporating the Technology into the Portfolio
- Ubair Javaid, CEO, Nomyx
- Speaker to be announced
11:00 AM - Coffee Break
11:30 AM - Understanding The World of Bitcoin: The Asset Class, The Commodity, The Store of Value and The Reserve
- John Glover, Chief Investment Officer, Ledn. Inc
- Max Williams, Co-Founder and Partner, Runa Digital Assets
12:00 PM - Regulatory Keynote
- Moderator: Claire Van Wyk-Allan, Managing Director, Head of Canada & Investor Engagement, Americas, AIMA
- Dr. Ryan Clements, Director, Advanced Research and Knowledge Management, Alberta Securities Commission
12:30 PM - Lunch and Networking
1:30 PM - Interactive Topic Roundtables
Two expert speakers per table. Participants rotate every 35 minutes to a new topic table of their choosing. Choose any three of the following topics.
The ETF Crypto Story
- Kaitlin Thompson, CFA, Vice President, Product Strategy,Evolve ETFs
- Speaker to be announced
What All Wealth Managers Need to Understand about DeFi
- Josh Bubar, Managing Partner, Velox Trading Group
- Soham Mishra, Head of Institutional Business Development, Reserve Protocol
BTC Lending: How Financial Advisors Should Manage It
- Sidney Powell, CEO, Maple Finance
- Speaker to be announced
Custody Options: ETF, qualified custody, self-custody
- George Bordianu, Co-founder and CEO, Balance and Balance Trust Company
- Didier Lavallee, CEO, Tetra Trust
SMAs As a Crypto Vehicle for Financial Advisors
- Kevin Jiang, CIO and Interim CEO, Virgo Digital Asset Management
- Ayesha Kiani, Chief Operating Officer, MNNC Group
How to Hold Macro Assets in a Portfolio
- Matt Kolesky, Principal & Investment Advisor Representative, Arbor Digital
- Speaker TBA
Understanding Relevant Tokenization Projects as They Pertain to Wealth Management
- Rob Krugman, Chief Digital Officer, Broadridge Financial Solutions, Inc
- Speaker to be announced
Crypto Compliance: Regulatory Update and How to Prepare
- Speaker to be announced
- Speaker to be announced
The Case for Crypto in The Retirement Portfolio
- Adam Blumberg, VP - Advisor Services, Enclave Group
- Jay Bluestine, Managing Principal, Blue Square Wealth
Taxes and Crypto
- Thomas Shea, Principal, EY
- Speaker to be announced
3:30 PM - Event Concludes
Application Criteria and How to Apply
CoinDesk Wealth Management Day is an event for verified financial advisors and wealth managers who are actively advising clients.
To apply for Wealth Management Day, submit your application at the link below. Be sure to fully complete all sections to increase your chances of acceptance.
Application approvals will be granted on a rolling basis. We anticipate reaching capacity, so we strongly encourage you to submit your application as soon as possible.
Apply NowYour acceptance includes access to the exclusive Wealth Management Day taking place on May 15 at the MTCC as part of Consensus 2025. The event features general sessions, interactive roundtables as well as a networking breakfast and lunch.
You will also receive a complimentary Platinum Pass to Consensus 2025 which grants you full access to all 3 days of the conference.
Once your application is approved, you will receive an email to register for your complimentary Platinum Pass to Consensus 2025 (May 14-16) in Toronto. Wealth Management Day is an exclusive event taking place within Consensus, so all attendees must be registered for the larger conference in order to attend the program.
Badges can be picked up at the main registration area on the 600 level of the MTCC. Check here for the Registration location & hours.
Application Form
Please complete the form to verify your status as a financial advisor. Once approved we will follow up with details on how to claim your pass.