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.

WATCH THE REPLAY

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

Ric Edelman

FOUNDER

RIA Digital Assets Council

Meet Ric
Tom Jessop

Dan Eyre

CEO & Co-Founder

Blockchange

Meet Dan
Matthew Kolesky

Matthew Kolesky

PRESIDENT
Arbor Capital Management

Meet Matthew

Sponsored By:

Upcoming Webinars

Silent Killer: The Biggest Threat to Financial Advisors and How You Can Protect Your Practice
JANUARY 5, 2022 | 2pm – 3pm ET
2021 will be remembered as the year digital assets went mainstream. Failure to acknowledge this will cause advisors to lose credibility, clients and AUM. Don’t let that happen to you!
>> REGISTER NOW
DACFP VISION 2022
JANUARY 8-9, 2022 | AUSTIN, TEXAS
Our hugely popular VISION conference returns in-person in 2022 with cutting-edge educational content and actionable ideas from leading investors and industry thought leaders. Chaired by Ric Edelman, VISION is specifically for financial professionals, giving you the core information you need about the blockchain and digital assets.
>> REGISTER NOW

Past Webinars

The Remarkably Easy Way to Allocate to Blockchain and Digital Assets
DECEMBER 2, 2021
As digital assets become mainstream, more and more investment products become available to access the asset class. Join Ric Edelman and Factor and Core Equity Strategist Ryan McCormack, from Invesco.
>> WATCH THE REPLAY
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?” Join Ric Edelman and well-known hedge fund manager, Anthony Scaramucci, founder of SkyBridge Capital.
>> WATCH THE REPLAY
VISION
OCTOBER 19, 2021 | Virtual Conference
Be at the forefront: Gain credibility, clients and AUM
>> WATCH THE REPLAY
MORE PAST EVENTS
“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