DACFP & OSPREY FUNDS PRESENT

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

FOUNDER

DACFP

Greg King

Greg King, CFA

FOUNDER, CEO

Osprey Funds

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Introducing The Spot Ethereum ETFs
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The new spot ETH ETFs will begin trading in a matter of weeks. This event will tell you what you need to know about them – whether to use them, how to decide which of the 8 funds to use, which clients to recommend them to, how much to allocate – and how to use relative to the spot bitcoin ETFs. Your questions answered, too!
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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

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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“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