DACFP & SKYBRIDGE CAPITAL PRESENT

THE ROLE OF DIGITAL ASSETS
IN MODERN PORTFOLIO CONSTRUCTION

NOVEMBER 18, 2021

As digital assets become mainstream, the conversation is shifting from “Why do you own bitcoin?” to “Why don’t you own bitcoin?” In this 1-hour webinar, financial luminary Ric Edelman and well-known hedge fund manager, Anthony Scaramucci, founder of SkyBridge Capital, revealed:

  • How bitcoin improves portfolio diversification
  • Why it’s actually dangerous NOT to be long bitcoin in today’s macro environment
  • How Metcalfe’s Law explains the case for bitcoin
  • Why all institutional investors will soon own bitcoin

1 CFP CE credit was available
1 CFA PL credit was available
The Investments & Wealth Institute® 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

Digital Assets Council of Financial Professionals

Anthony Scaramucci

Anthony Scaramucci

Founder

SkyBridge Capital
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Is the Crypto Winter Over?
DECEMBER 13, 2023 | WEBINAR
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.

You will also be able to ask questions during the live Q&A!
>> FULL DETAILS

VISION 2024
JUNE 2-4, 2024 | AUSTIN, TX
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Past Events

What Advisors and Investors Are Saying Today About Digital Assets
NOVEMBER 29, 2023 | WEBINAR
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!
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Capturing Yields in a High-Rate Environment with Bond ETFs
OCTOBER 24, 2023 | WEBINAR
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.
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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