DACFP & FIDELITY INVESTMENTS PRESENT
What to Consider When Contemplating Crypto for Client Portfolios
DECEMBER 6, 2022 | 2PM – 3PM ET
Are you a financial advisor trying to decide whether to add digital assets to your clients’ portfolios? If so, this special event is for you.
In this webinar you’ll learn:
- A fair and balanced analysis of crypto risks/rewards
- The asset class’s sensitivity to inflation
- Its potential use in client portfolios
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:
Webinar Replay
The viewing of this webinar is exclusively for investment professionals and accredited investors. By completing this form, you agree to grant DACFP permission to share this information with the webinar sponsor.
Featured Speakers
Ric Edelman, Founder - RIA Digital Assets Council
All three leading trade publications – Investment Advisor, RIABiz and InvestmentNews – have named Ric Edelman one of the most influential people in the financial planning and investment management profession.Ranked three times as the nation’s #1 Independent Financial Advisor by Barron’s and among the Top 10 Wealth Advisors by Forbes, he’s in both Research magazine’s Financial Advisor Hall of Fame and Barron’s Hall of Fame. In 2017, Ric received the IARFC’s Lifetime Achievement Award.
Ric is the founder of the nation’s largest independent RIA, with 350 advisors in 170 offices nationwide, managing $230 billion for 1.2 million individuals and households. The firm is also the nation’s largest independent provider of advice to 401(k) plans, serving thousands of companies, including 150 of the Fortune 500. The firm is also ranked #1 for quality by Consumer Reports. He is the firm’s largest individual shareholder, serves on its board and remains actively engaged in the firm’s investment management and financial planning strategies.
Widely known in the financial services industry for his thought leadership, Ric founded the Funding Our Future Coalition with the Bipartisan Policy Center. With more than 50 academic, non-profit, corporate and think-tank members, it’s now the largest coalition ever formed that focuses on attaining financial security for all Americans. Ric was behind the creation of the first exponential technologies ETF and has been awarded two patents inventing a product that allows newborns to save for retirement.
Ric is also a leading financial educator and champion of improving financial literacy for all Americans. TALKERS magazine named him among the 100 Most Important Radio Talk Show Hosts in the country; his show has been on the air for nearly 30 years, currently airing on 80 stations coast-to-coast, and Ric is the only licensed financial advisor and one of just two weekend-only hosts on TALKERS’ “Heavy Hundred” ranking.
Ric has also produced award-winning specials for Public Television, and he’s a #1 New York Times bestselling author of 10 books on personal finance, including a best-selling children’s book on money.
Ric taught personal finance for 9 years at Georgetown University and currently is Distinguished Lecturer at his alma mater, Rowan University, which awarded Ric an Honorary Doctorate in 1999. In 2020, Rowan named its communications school the Ric Edelman College of Communication & Creative Arts.
Ric and his wife Jean live in Northern Virginia. They serve on a variety of nonprofit boards and are benefactors of the Edelman Center for Nursing at Inova Hospital Foundation, the Edelman Indoor Arena at Northern Virginia Therapeutic Riding Program, and Rowan University’s Edelman Planetarium and Edelman Fossil Park.
Ric Edelman
Founder
DACFP
Paul Ma, CFA - Vice President, Lead Portfolio Strategist | Fidelity Investments
In this role, Mr. Ma assists the nation’s leading investment professionals to resolve their broadest portfolio concerns. As part of the PCG team, he partners with Fidelity’s sales and relationship management teams to arm investment professionals with the tools, know-how, and confidence they need to build robust model portfolios and explain them to their clients. Additionally, the PCG team leverages and builds upon Fidelity’s extensive experience in multi-asset, multi-manager, and multi-horizon portfolio construction. Since its inception in 2013, the PCG team has crafted over 20,000 custom-tailored portfolio reviews while also contributing to unique research and analytics around asset allocation, strategies, and risk.
Prior to joining Fidelity in 2015, Mr. Ma managed equity portfolios at a variety of firms, including U.S. equities at SunAmerica, international and global equities at McLean & Partners and BlackRock, and long/short equities at Quad Capital. Previously, he served as a member of the Strategic Relationships team at Putnam Investments where he helped clients to build better portfolios and provided thought leadership. As a co-founder of LifeHarbor, Mr. Ma also used his asset allocation and portfolio construction experience to work in software form.
Mr. Ma earned his bachelor of arts degree in chemistry from Harvard University and his master of technology and policy degree from the Massachusetts Institute of Technology (MIT). He is also a CFA® charterholder and holds the Financial Industry Regulatory Authority (FINRA) Series 7, 24, and 63 licenses. Additionally, Mr. Ma is a frequent speaker on investment topics at client venues as well as at Fidelity’s popular Portfolio Construction Institute events.
Paul Ma, CFA
Vice President, Lead Portfolio Strategist
Fidelity Investments
Darby Nielson, CFA - Deputy Chief Investment Officer, Fidelity Institutional Wealth Adviser (FIWA)| Fidelity Investments
Darby Nielson is deputy chief investment officer of Fidelity Institutional Wealth Adviser (FIWA), the registered investment advisor at Fidelity Institutional (FI), the Fidelity Investments business that offers financial professionals and institutions access to the investment, technology, and platform solutions they need to service their clients and grow their businesses. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, and individuals.
In this role, he leads teams that help develop FI’s investment research and portfolio engineering capabilities, as well as supporting Fidelity’s broader investment thought leadership efforts.
Previously, Mr. Nielson served as a managing director of research in Fidelity Asset Management from 2011 to 2021. As director of research, he led a team of analysts conducting quantitative research for alpha generation and portfolio construction for Fidelity’s equity and high income funds, along with a team of analysts providing technical research recommendations to portfolio managers. He also provided oversight of research and development for systematic strategies in a variety of different vehicles (ETFs, mutual funds, SMAs). Prior to this role, he worked as a quantitative analyst, providing research to support Fidelity’s suite of Select Funds.
Before joining Fidelity in 2007, Mr. Nielson was an analyst at Putnam Investments from 2002 to 2006, conducting quantitative research as a member of Putnam’s value equities team. He was also an infantry officer in the U.S. Army for five years prior to attending business school. He has been in the financial industry since 2002.
Mr. Nielson earned his bachelor of science degree in civil engineering from the U.S. Military Academy at West Point and his master of business administration degree from the Sloan School of Management at MIT. He is also a CFA® charterholder.
Darby Nielson, CFA
Deputy Chief Investment Officer, Fidelity Institutional Wealth Adviser (FIWA)
Fidelity Investments
Upcoming Events
The Data That Can Help You Determine Which Digital Assets To Consider for Your Portfolio
OCTOBER 11, 2023 | 1PM ET | WEBINAR
As an experienced financial advisor, you know that portfolio managers and analysts use key data sets and measurements to help them determine their investments in stocks, bonds and real estate.But did you know that similar analytic tools are now available for helping you select which digital assets to invest in?
>> FULL DETAILS
Capturing Yields in a High-Rate Environment with Bond ETFs
OCTOBER 24, 2023 | 1PM ET | 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.
>> FULL DETAILS
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
Past Events
What You Need To Know About Ethereum Futures ETFs
OCTOBER 3, 2023 | WEBINAR
We already have bitcoin futures ETFs. Now, get ready for Ethereum futures ETFs – based on the second-largest digital asset by market cap. Join Ric Edelman and Bitwise CIO Matt Hougan to learn how this ETF works, so you can effectively answer client questions and determine whether to add Ethereum to your clients’ portfolios. The crypto wave is building fast, and this webinar will give you the information you need about one of the newest opportunities in investment management.
>> WATCH REPLAY
AUGUST 8, 2023 | WEBINAR
Some of the most prominent asset managers in the country–including BlackRock, Fidelity, ARK, WisdomTree, Invesco Galaxy, Bitwise and a few others–have filed applications to launch bitcoin ETFs. Are you ready to respond to client questions? In this one-hour webinar, Bitwise CIO Matt Hougan joins Ric Edelman to explain what every financial advisor and investor need to know.
>> WATCH REPLAY
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.
>> WATCH 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