VIRTUAL EVENTS
Beyond Bitcoin: The Crypto Trends Advisors Are Leaning Into Next
Crypto is entering the mainstream. As Bitcoin, Ethereum, and Solana gain widespread adoption, advisors need to understand how these assets fit into client portfolios. Join Bitwise’s crypto experts for a webcast examining how advisors’ approaches to crypto are evolving and where growth opportunities are emerging.
SUMMARY
Topics covered will include:
- How advisors are thinking about crypto.
- Where advisors expect Bitcoin, Solana, and Ethereum prices to move next.
- How to source the right crypto allocation for your clients.
- The crypto product advisors want most.
This program is accepted for one hour of continuing education (CE) credit by the Certified Financial Planner Board of Standards for the CFP® designation, The Investment and Wealth Institute for CIMA®, CPWA®, RMA®, and CIMC designations, The ETF Institute for the CETF® designation and The American College of Financial Services.
CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker.
SPEAKERS
Carlie Donovan
Head of Intermediary SalesBitwise Asset Management
Juan Leon
Senior Investment StrategistBitwise Asset Management
Todd Rosenbluth
Head of ResearchVettaFi
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Important Disclosures
No Advice on Investment; Risk of Loss: Prior to making any investment decision, each investor must undertake its own independent examination and investigation, including the merits and risks involved in an investment, and must base its investment decision – including a determination whether the investment would be a suitable investment for the investor – on such examination and investigation.
Crypto assets are digital representations of value that function as a medium of exchange, a unit of account, or a store of value, but they do not have legal tender status. Crypto assets are sometimes exchanged for U.S. dollars or other currencies around the world, but they are not currently backed nor supported by any government or central bank. Their value is completely derived by market forces of supply and demand, and they are more volatile than traditional currencies, stocks, or bonds.
Trading in crypto assets comes with significant risks, including volatile market price swings or flash crashes, market manipulation, and cybersecurity risks and risk of losing principal or all of your investment. In addition, crypto asset markets and exchanges are not regulated with the same controls or customer protections available in equity, option, futures, or foreign exchange investing.
Crypto asset trading requires knowledge of crypto asset markets. In attempting to profit through crypto asset trading, you must compete with traders worldwide. You should have appropriate knowledge and experience before engaging in substantial crypto asset trading. Crypto asset trading can lead to large and immediate financial losses. Under certain market conditions, you may find it difficult or impossible to liquidate a position quickly at a reasonable price.
The information herein is not intended to provide, and should not be relied upon for, accounting, legal or tax advice, or investment recommendations. You should consult your accounting, legal, tax or other advisors about the matters discussed herein.