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.

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Featured Speakers

Ric Edelman

Ric Edelman

Founder

DACFP

Sean Ristau

Matt Hougan

Chief Investment Officer

Bitwise Asset Management

Sean Ristau

Christopher King

CEO, Founder

Eaglebrook Advisors

Webinar Resources

Bitwise expert team directory, BTC/ETH Equal Weight Strategy, Bitwise 10 Crypto Index Strategy, Bitwise Crypto Category Leaders Strategy and more. Click image to download.

Upcoming Events

Double VISION
JUNE 17-30, 2024 | VIRTUAL

Watch the VISION Crypto Conference sessions online — and earn up to 10.5 CE credits. If you missed VISION 2024, here’s your chance to view all the sessions from the premier crypto conference for financial advisors, RIA firms and accredited investors. For two weeks only, enjoy exclusive online replays of VISION 2024 through June 30. Get the latest from Michael Saylor, Former CFTC Chair Chris Giancarlo, U.S. Rep. Wiley Nickel of the House Financial Services Committee, Brookings Institution’s Ben Harris, Urban Institute’s Donald Marron and leading pension fund manager Katherine Molnar and so many more experts!
>> FULL DETAILS

Past Events

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

Introducing The Spot Ethereum ETFs
MAY 30, 2024 | WEBINAR

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!
>> FULL DETAILS and REPLAY

“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