WEBINAR

Crypto Exposure, Simplified: Why Index-Based ETFs Are Becoming the Advisor Default – Replay

December 3, 2025 | 2-3PM ET | 1 CE credit

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.

What you’ll learn:

  • Why crypto indexing is becoming the institutional standard – capturing the full innovation cycle across store-of-value, smart-contract infrastructure and emerging applications.
  • How diversification within crypto relates to portfolio efficiency, returns and risks.
  • Why advisors are shifting from single-asset, direct-exposure bets to ETFs that simplify portfolio management, custody and tax reporting.

You’ll gain crypto allocation strategies that you can discuss and implement with clients immediately.

For the live webinar only:
1 CFP CE credit | 1 CFA CE credit
Investments & Wealth Institute® has accepted this webinar for 1 hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications.

About the Speakers

Ric Edelman, CBDA
Founder, DACFP

Ric is the Founder of Digital Assets Council of Financial Professionals, and Founder of The Truth About Your Future. He founded the nation’s largest financial planning firm, which manages $300 billion for 1.4 million families across the U.S. He was ranked three times as the nation’s #1 Independent Financial Advisor by Barron’s, is in two industry Halls of Fame and received the IARFC’s Lifetime Achievement Award.

Samir Kerbage
CIO, Hashdex Asset Management

Samir Kerbage serves as Chief Investment Officer of the Hashdex since 2018, overseeing the firm’s global investment strategies, product development, and research. He has been with the Hashdex since its inception, leading its crypto asset management initiatives across ETFs, ETPs, and other investment vehicles.

Resources

NCIQ Factsheet

NCIQ Investment Case

2026 Hashdex Outlook

(click images to download)

About the Sponsor

Since 2018, Hashdex has empowered investors around the world to access digital assets in a familiar, regulated way. We are one of the largest crypto investment companies in the world, with teams in the US, Europe, and Latin America.

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