DACFP & GLOBAL X PRESENT

Investing in the Global Crypto Industry Via “Picks and Shovels”

NOVEMBER 7, 2022

Since bitcoin’s invention in 2009, the investable universe of cryptoassets has rapidly expanded. Today, the investment opportunity is bigger and broader than ever – as are the complexities of choosing how best to allocate to crypto.

In this 1-hour webinar, award-winning financial advisor Ric Edelman will join Global X ETFs’ Pedro Palandrani, Director of Research, along with Digital Asset Research Analysts Erik Anderson and Christian Hazim, to explore the “picks and shovels” approach to adding crypto to client portfolios – investing in crypto mining equipment manufacturers, bitcoin miners, crypto exchanges and brokerages, and much more.

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

Sponsored By:

Featured Speakers

Ric Edelman

Ric Edelman

Founder

DACFP

Sean Ristau

Pedro Palandrani

Director of Research

Global X ETFs

Sean Ristau

Erik Anderson

Research Analyst

Global X ETFs

Sean Ristau

Christian Hazim

Research Analyst

Global X ETFs

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Past Events

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Does Tech Still Belong in Client Portfolios?
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The past 12 months have been bad enough for equities market, but it’s been far worse for the tech sector – raising real concerns about whether advisors should retain them in client portfolios. This timely event will help you evaluate the market, and provide you with messaging for client conversations. Ric Edelman and Invesco’s Ryan McCormack host this informative webinar.
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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