DACFP & OSPREY FUNDS PRESENT

INVESTING IN EMERGING DIGITAL ASSETS:
CATCHING THE WAVE

JUNE 3, 2021

As the digital asset ecosystem evolves, new investment opportunities continue to emerge. Do you know what they are and how to capture them?

Osprey Funds is fast becoming a leader in the specialty digital asset management space. Join us and learn from an ETF veteran turned burgeoning digital assets fund manager explain:

  • How his firm is approaching the space
  • What’s the most exciting thing coming down the pike in digital assets over the next year
  • Why long-term investors should buy and hold digital assets

1 CFP CE credit was available
1 CFA PL credit was available
The Investments & Wealth Institute® has accepted this webinar for 1 hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications.

Sponsored By:

Webinar Hosts:

Ric Edelman

Ric Edelman

FOUNDER

RIA Digital Assets Council

Meet Ric
Greg King

Greg King, CFA

FOUNDER, CEO

Osprey Funds

Meet Greg

Upcoming Events

The Data That Can Help You Determine Which Digital Assets To Consider for Your Portfolio
OCTOBER 11, 2023 | 1PM ET | WEBINAR
As an experienced financial advisor, you know that portfolio managers and analysts use key data sets and measurements to help them determine their investments in stocks, bonds and real estate.But did you know that similar analytic tools are now available for helping you select which digital assets to invest in?
>> FULL DETAILS

Capturing Yields in a High-Rate Environment with Bond ETFs
OCTOBER 24, 2023 | 1PM ET | WEBINAR
Bonds are back and once again delivering strong yields. Are you helping your clients take advantage of the highest bond returns in decades? This event will reveal the best opportunities in fixed income right now and give you the information you need to have about the economic outlook for your client conversations. Join Ric Edelman and PIMCO’s David Braun for this important and timely webinar.
>> FULL DETAILS

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.
>> FULL DETAILS

Past Events

What You Need To Know About Ethereum Futures ETFs
OCTOBER 3, 2023 | WEBINAR
We already have bitcoin futures ETFs. Now, get ready for Ethereum futures ETFs – based on the second-largest digital asset by market cap. Join Ric Edelman and Bitwise CIO Matt Hougan to learn how this ETF works, so you can effectively answer client questions and determine whether to add Ethereum to your clients’ portfolios. The crypto wave is building fast, and this webinar will give you the information you need about one of the newest opportunities in investment management.
>> WATCH REPLAY

Are You Ready for a Bitcoin ETF?
AUGUST 8, 2023 | WEBINAR
Some of the most prominent asset managers in the country–including BlackRock, Fidelity, ARK, WisdomTree, Invesco Galaxy, Bitwise and a few others–have filed applications to launch bitcoin ETFs. Are you ready to respond to client questions? In this one-hour webinar, Bitwise CIO Matt Hougan joins Ric Edelman to explain what every financial advisor and investor need to know.
>> WATCH REPLAY
The Potential for AUM Growth Through Crypto SMAs
JULY 12, 2023 | WEBINAR
Financial advisors are increasingly shifting client assets to Separately Managed Accounts. Now, crypto SMAs are available to financial advisors. Discover how crypto SMAs work, how to gain access to crypto SMAs, and how you can use them to increase your AUM.
>> WATCH REPLAY
MORE PAST EVENTS
“It’s become clear that blockchain and cryptocurrency are here to stay. RIADAC is one of the few (maybe only?) organizations shedding light on this challenging topic in a manner designed for RIAs. Whether or not an advisor finds it appropriate for clients, simply being able to explain “what is bitcoin” places the advisor ahead of others. Thanks for bringing together authorities on the subject for the webinar. It was very educational.”

KEVIN BOURKE, CFP®, ChFC, advisor since 1987 and Author of Make Your Money Last a Lifetime™
Bourke Wealth Management
Santa Barbara, CA

“Like many, I initially dismissed bitcoin as an investment fad or a bubble. I viewed it like tech stocks in 1999 or real estate in 2005. The error I made was in not taking the time to understand the underlying technology, what it is, and how it may impact the world. When I saw RIADAC offering a webinar, I immediately signed up. The information was useful and relevant. I signed up for RIADAC’s certification program to continue my learning process. It would behoove everyone in the financial space to become literate in this new language of cryptocurrency. It has the power to change the world. ”

DANA ANSPACH, CFP®, RMA®, Kolbe Certified™ Consultant (6-5-8-2)
Founder and CEO
Sensible Money, LLC
Scottsdale, AZ