How To Engage in Due Diligence of Digital Assets Managers, Products and Platforms
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!
DATE: February 13, 2024 | LOCATION: VIRTUAL | CLICK TO WATCH THE REPLAY
Answering the Top 10 Questions About the New Bitcoin ETFs
Spot bitcoin ETFs are here! What does their approval mean for investors? Join Ric Edelman and Bitwise CIO Matt Hougan as they answer your most pressing questions about the new spot bitcoin ETFs.
DATE: January 12, 2024 | LOCATION: VIRTUAL | CLICK TO WATCH THE REPLAY
Is the Crypto Winter Over?
To find the answer, take a look at the trend signals, which can help you detect positive vs. negative momentum. Today’s crypto trend signals might help you recognize what’s coming next for crypto prices – and whether you should allocate more to BTC or ETH right now.
Join Ric Edelman for a fascinating and informative webinar along with Erik Anderson, Senior Digital Assets Research Analyst at Global X ETFs, and Andy Baehr, Managing Director of CoinDesk Indices. They’re going to show you how you can do better when dealing with the question of allocating crypto for your client portfolios.
DATE: December 13, 2023 | LOCATION: VIRTUAL | CLICK TO WATCH THE REPLAY
What Advisors and Investors Are Saying Today About Digital Assets
Is your thinking about crypto in sync with advisors around the country? What are other financial advisors saying about the thawing of the crypto winter – and are they excited about the new spot bitcoin ETFs that are coming soon? Be the first to see the results of the latest survey of financial advisors, which was conducted by McKinsey & Company and Lionsoul Global. You’ll discover what advisors are thinking and doing about crypto, the products they want, and the essential services they say they need to help them attract and retain new clients. You’ll discover if you’re ahead of the competition – or falling behind. A can’t miss event!
DATE: NOV 29, 2023 | LOCATION: VIRTUAL | CLICK TO WATCH THE REPLAY
Capturing Yields in a High-Rate Environment with Bond ETFs
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.
DATE: OCT 24, 2023 | LOCATION: VIRTUAL | CLICK TO WATCH THE REPLAY
The Data That Can Help You Determine Which Digital Assets To Consider for Your Portfolio
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? Get a tour of what leading-edge research looks like for this new asset class, and discover how tokenomics can help you make investment decisions regarding crypto coins and tokens.
DATE: OCT 11, 2023 | LOCATION: VIRTUAL | CLICK TO WATCH THE REPLAY
What You Need To Know About Ethereum Futures ETFs
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.
DATE: OCT 3, 2023 | LOCATION: VIRTUAL | CLICK TO WATCH THE REPLAY