COMPLETED EVENT
Understanding Your Investment Options in Digital Assets
There’s a new surge in digital assets, driven by institutional buyers. What do they know that you don’t? Let Ric Edelman, Dan Eyre and Matt Kolesky help you understand the investment options in this new asset class.
Ric Edelman was ranked 3 times as the nation’s #1 financial advisor by Barron’s. Dan Eyre is CEO of Blockchange. Matthew Kolesky is President of Arbor Capital Management.
1 CFP CE credit was approved.
1 CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications was approved.
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Topics covered:
- The different ways you can invest: digital trusts and index funds, as well as directly buying digital assets
- Choosing between bitcoin and a diversified portfolio of digital assets
What is “tokenization” and why it matters
- Opportunities for SMAs in the Digital Asset space
And much more!
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
Dan Eyre, CEO and Co-Founder - Blockchange, Inc.
Dan began his career as an internal supply chain management consultant at DuPont before designing and building enterprise financial planning, analysis and machine learning applications for large corporations at Anaplan. He started his cryptocurrency journey as a bitcoin miner, ultimately pivoting towards software applications for digital assets.
Dan went on to co-found Blockchange and to develop the BITRIA Digital Asset TAMP with his Penn State roommate, Dan Rothrock. BITRIA is the digital asset investing platform for professional wealth managers, bringing the modern portfolio theory-based tools of traditional finance to the world of digital assets.
Dan graduated from Penn State University with a Bachelor of Business Management and Entrepreneurship. He lives with his wife Caroline in the San Francisco Bay Area.
Dan Eyre
CEO & Co-Founder
Blockchange
Matthew Kolesky, President - Arbor Capital Management
Matthew was born and raised in Alaska and now resides in Houston, Texas. Prior to joining Arbor in 2004, he worked in the Anchorage office of Charles Schwab and Co., Inc. During his four-year tenure, he passed the General Securities Exam and piloted a private client program.Matthew is currently President and CCO at Arbor Capital Management, Inc., co-chairs Arbor’s Investment Committee, and is lead on its Alternative Investment Portfolio.
In 2011 Matthew dabbled with mining bitcoin from his home. Since then, he has been actively following the advancement of digital assets and their relationship with corporations, governments, and society. Based on his 20 years in the financial services industry coupled with his interest in digital assets, he believes it is his fiduciary obligation to help educate people about this emerging asset class.
Matthew regularly travels to Alaska for work, family, and an occasional trip to Alyeska. He enjoys coaching, refereeing, and writing about soccer, and volunteers his time with CampFire Alaska. While he still calls Alaska home, he enjoys exploring the world with his family.
Matthew Kolesky
PRESIDENT
Arbor Capital Management
Sponsored By:
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“It’s become clear that blockchain and cryptocurrency are here to stay. DACF[ is one of the few (maybe only?) organizations shedding light on this challenging topic in a manner designed for RIAs. Whether or not an advisor finds it appropriate for clients, simply being able to explain “what is bitcoin” places the advisor ahead of others. Thanks for bringing together authorities on the subject for the webinar. It was very educational.”KEVIN BOURKE, CFP®, ChFC, advisor since 1987 and Author of Make Your Money Last a Lifetime™
Bourke Wealth Management
Santa Barbara, CA
“Like many, I initially dismissed bitcoin as an investment fad or a bubble. I viewed it like tech stocks in 1999 or real estate in 2005. The error I made was in not taking the time to understand the underlying technology, what it is, and how it may impact the world. When I saw DACFP offering a webinar, I immediately signed up. The information was useful and relevant. I signed up for DACFP’s certification program to continue my learning process. It would behoove everyone in the financial space to become literate in this new language of cryptocurrency. It has the power to change the world. ”DANA ANSPACH, CFP®, RMA®, Kolbe Certified™ Consultant (6-5-8-2)
Founder and CEO
Sensible Money, LLC
Scottsdale, AZ