DECEMBER 15, 2020 | 2pm – 3pm ET
Cryptocurrency: What is driving institutional adoption?
Digital assets are now mainstream. As a financial advisor, you need to adapt so you don’t lose credibility with your clients. Join Ric Edelman, 3 times ranked the #1 financial advisor in the nation by Barron’s, Tom Jessop, President of Fidelity Digital Assets and Zac Prince, CEO & Founder of BlockFi, for this fascinating webinar.
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- Why you need to care about bitcoin
- The impact of Covid stimulus on bitcoin
- Why the argument of “bitcoin vs. gold” is the wrong argument
- Why Microstrategy, PayPal and Square are buying bitcoin
- How to answer client questions about bitcoin
And much more!
Ric Edelman, Founder - RIA Digital Assets Council
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.
RIA Digital Assets Council
Tom Jessop, President - Fidelity Digital Assets
Tom joined Fidelity in January 2018 as Head of Corporate Business Development. In this role, he led a team focused on identifying and executing strategic opportunities including acquisitions, divestitures, strategic investments and partnerships.
Tom joined Fidelity from Chain, a leading provider of enterprise blockchain solutions to global financial institutions. In his role as president, Tom was responsible for all facets of Chain’s commercial strategy including sales, marketing, and strategic business development.
Prior to joining Chain, Tom was global head of Technology Business Development at Goldman Sachs where he led efforts to invest in and partner with early stage technology companies across several enterprise domains including blockchain, artificial intelligence and cybersecurity.
Tom was also a founding member of and senior leader in Goldman’s Principal Strategic Investments group (PSI). In this role he managed a global team focused on investments in exchanges, e-trading platforms, post-trade networks, and other fintech solutions across the fixed-income, currency, commodity, and equity markets. From 2008 to 2012 he built and led PSI’s Asia-Pacific efforts out of Hong Kong. In 2015 he was named to Institutional Investor’s inaugural “Fintech Finance 35” list.
Prior to joining Goldman Sachs, Tom held a variety of business and product leadership roles at Standard & Poor’s.
Tom holds an MBA in Finance from New York University and a BA in Economics from The College of the Holy Cross. He is a member of the Holy Cross Leadership Council of New York and serves as an advisor to the Digital Dollar Project. He is also a CFA charterholder.
Fidelity Digital Assets
Zac Prince, CEO & Founder - BlockFi
CEO & FOUNDER