How To Engage in Due Diligence of Digital Assets Managers, Products and Platforms

FEBRUARY 13, 2024 | WEBINAR

Conducting due diligence is never easy – and it’s particularly complex when crypto is involved.

In this vitally important webinar led by Ric Edelman, you’ll hear from Matthew Kolesky, Arbor Digital’s Co-Founder and Compliance Officer, and Alexander Nary, Head of BitGo’s HeightZero. You’ll discover what to look for – and what to avoid – when you’re conducting due diligence for crypto asset management platforms and managed crypto solutions for client portfolios.

Whether you’re interested in Separately Managed Accounts or other direct exposure investment solutions, this session is for you!

VIEW AND DOWNLOAD THE WEBINAR RESOURCES BELOW

Sponsored By:

Featured Speakers

Ric Edelman

Ric Edelman

Founder

DACFP

Alexander Nary

Head of HeightZero

BitGo

Matthew Kolesky

Co-Founder
Chief Compliance Officer

Arbor Digital

Webinar Resources

From Arbor Digital:

Arbor Digital General Due Diligence Form

Arbor Digital Brochure

Flagship Fact Sheet

Compass Fact Sheet

From BitGo

BitGo Safeguarding Client Assets

BitGo QC Evaluation and Checklist

Upcoming Events

Why Bitcoin Will Rise to $420,000
APRIL 24, 2024 | WEBINAR

It’s not a prediction. It’s simple arithmetic.

You’ve heard many crypto enthusiasts offer predictions about the future price of bitcoin. There’s typically some vague assertion that “bitcoin is the future of money” or “it’s a better store of value than gold.” Such statements are difficult (if not impossible) to quantify. So, join Ric Edelman for this clarifying webinar – where he ignores the passion of the Crypto Bros and instead combines basic facts with simple, realistic assumptions – and a little bit of simple arithmetic – to explain not only why bitcoin’s future price will exceed $420,000, but how you can easily use your own assumptions to arrive at your own calculation.

This webinar is essential for anyone who’s skeptical about bitcoin as well as those who want to learn how to easily explain the crypto phenomenon to clients.
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VISION 2024
JUNE 2-4, 2024 | AUSTIN, TX

VISION is the longest-running digital assets investment conference specifically for financial professionals. 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.
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Past Events

How to Factor Longevity into Your Financial Planning
MARCH 21 | WEBINAR

Do you realize how long your clients are likely to live? Thanks to current and coming innovations in medicine, there’s a new risk for financial plans: longevity risk. Join this fascinating and important conversation to learn about the emerging solutions designed to help you address this issue, so you can serve your clients in what may well be a much longer retirement journey than they realize.
>> FULL DETAILS (REPLAY COMING SOON)

What You Need to Know About the New Spot Bitcoin ETFs
MARCH 5, 2024 | WEBINAR

Collectively, these ETFs generated more AUM than any ETF launch in history—but what does it all mean for your clients, and for your practice? Join Ric Edelman and Bitwise CIO Matt Hougan to discover the impact and implications of these new ETFs on practice management, investment strategy and value-added client service. You’ll learn why SEC approval of the spot bitcoin ETFs is a historic event, how the market is reacting to them, how to understand the differences between them, what’s coming next in crypto ETFs—and much more.
>> WATCH THE REPLAY

“In my 34 years as an advisor, I’ve attended many educational events. This was easily one of the best and most useful.”
Kevin Bourke, President
Bourke Wealth Management

Event was fantastic, lots of info. Really opened my eyes to the legitimacy of digital assets.
Stan Emery, IAR
Cambridge Investment Research

“The content was eye-opening. Thank you! It’s rare for me to get this much insight from a single conference.”
Michael Dunne, Financial Advisor
Cereus Financial Advisors, LLC

“Really excellent content! Thank you for doing this.”
Diane Weyrick, Advisor
DWM Financial, LLC

“Great presentation. Quality panels.”
Robert Dwyer, CIO
Chancellor Financial

“Excellent program. Well organized…awesome presenters and information. Well done!”
John Davis, Executive Director
Edelman Financial Engines