DACFP & BITWISE PRESENT
THE CASE FOR INDEX FUNDS IN DIGITAL ASSETS
MAY 11, 2021
Digital assets are rapidly becoming a must-have asset class for financial advisors and other professional investors. But what is the best way to invest? In this one-hour webinar, Matt Hougan, Chief Investment Officer for Bitwise Asset Management, former CEO of ETF.com, and the co-author of the CFA Institute’s newly published Guide to Cryptoassets, examines the case for index-based strategies in digital assets.
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.
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Webinar Hosts:
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
RIA Digital Assets Council
Matt Hougan, Chief Investment Officer - Bitwise Asset Management
Matt Hougan is one of the world’s leading experts on crypto, ETFs, and financial technology. He is Chief Investment Officer for Bitwise Asset Management, a pioneer in cryptoasset index funds. He was previously CEO of ETF.com, where he helped build the world’s first ETF data and analytics system, the leading ETF media site, and the world’s largest ETF conference, Inside ETFs. Hougan is co-author of both “A Comprehensive Guide to Exchange-Traded Funds” and “Cryptoassets: The Guide to Bitcoin, Blockchain and Cryptocurrencies for Professional Investors” from the CFA Institute’s Research Foundation. Hougan is a crypto columnist for Forbes, and a three-time member of the Barron’s ETF Roundtable.
Matt Hougan
Chief Investment Officer
Bitwise Asset Management
Upcoming Events
OCTOBER 12, 2022 | 2PM – 3PM | VIRTUAL
Come learn how Web3 will enable you to provide new levels of value to your clients, bringing enjoyment, benefits, and community into their lives. In this eye-opening event, you’ll discover how the management of your client’s life and their portfolio will merge, creating opportunities for new types of advisory services – and making obsolete the advisors who refuse or fail to adapt. Your journey building the advisory practice of the 2030s starts here.
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Past Events
SEPTEMBER 16, 2022 | VIRTUAL
Join us for this special one-hour webcast, where Ric Edelman and Bitwise CIO Matt Hougan will reveal what the “Merge” means for Ethereum and holders of ETH – and how you can answer your clients’ questions about crypto’s second-largest asset.
>> WATCH THE REPLAY
JULY 20, 2022 | VIRTUAL
Hear from leading bitcoin miners and learn what mining is, how it works and the investment opportunities for you and your clients. We will explore the biggest misconceptions about mining – including energy waste and geopolitical risk – and discover the potential for renewable and fully sustainable mining operations.
>> WATCH THE REPLAY