May 15, 2025

Wealth Management Day

Learn and connect from industry thought leaders at the forefront of digital asset wealth management.

CoinDesk 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.

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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

Forge new connections during interactive roundtable sessions and networking breaks.

Access Consensus 2025

Verified advisors registered for the program will also receive a complimentary 3-day Platinum Pass to explore Consensus 2025.

Agenda Outline

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.

10:10 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.

10:30 AM - Using Crypto Assets in The Portfolio

10:50 AM - The Case for Tokenization and How Wealth Managers Need to Prepare for Incorporating The Technology into The Portfolio

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

12:00 PM - Regulatory Keynote

Speaker to be announced

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 Case for Crypto in The Retirement Portfolio
  • Taxes and Crypto
  • The ETF Crypto Story
  • The Operations Toolkit: Custody, Data, Risk, Wallets
  • What All Wealth Managers Need to Understand about DeFi
  • BTC Lending: How Financial Advisors Should Manage It
  • Custody Options: ETF, qualified custody, self-custody
  • SMAs As a Crypto Vehicle for Financial Advisors
  • How to Hold Macro Assets in a Portfolio
  • Understanding Relevant Tokenization Projects as They Pertain to Wealth Management
  • Crypto Compliance: Regulatory Update and How to Prepare

    • 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 Now

    Your 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.