Understanding NFT Funds and
Tickerized Crypto Trusts

MARCH 22, 2022

Two sectors of the crypto world are getting huge investor attention: Non-fungible tokens and OTC Trusts that invest in bitcoin, Ethereum and other digital assets. Although many are investing, few understand what NFTs and OTC trusts really are. In this webinar, Ric Edelman and Osprey CEO Greg King will explain these popular products to you, including the role they can play in a diversified portfolio. You’ll discover how to talk with clients about them, adding value to your client relationships.

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

Sponsored By:


Featured Speakers

Ric Edelman

Ric Edelman



Greg King

Greg King, CFA


Osprey Funds

Meet Greg

“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