WEBCASTS

How to Incorporate Crypto into a Modern Investment Portfolio: A Financial Professionals Guide

The introduction of crypto ETPs in the US market this year has been popular, with investors showing a tremendous amount of interest in these funds. To date, Bitcoin and Ethereum funds have seen a combined $17B in net inflows.* Yet, many investors remain uncertain about crypto's portfolio applications and how digital assets are distinguishable from one another.

Join the experts at Grayscale for a webcast exploring crypto’s potential as an asset class, and why strategic exposure may matter in your investment strategy.

October 17, 2024
11am PT | 2pm ET
1 CE Credit
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SUMMARY

Topics covered will include:

  • An exploration of crypto’s potential role in portfolios.
  • The investment case for Bitcoin and Ethereum, the two types of spot crypto ETPs available in the US
  • How the crypto asset class differs from other asset classes and the potential implications for investors

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, 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

David LaValle

Global Head of ETFs
Grayscale Investments

Zach Pandl

Head of Research
Grayscale Investments

Cinthia Murphy

Investment Strategist
VettaFi

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Important Disclosures

Investments in digital assets are speculative investments that involve high degrees of risk, including a partial or total loss of invested funds. Investments in digital assets are not suitable for any investor that cannot afford loss of the entire investment. All content is original and has been researched and produced by Grayscale Investments, LLC (“Grayscale”) unless otherwise stated herein. No part of this content may be reproduced in any form, or referred to in any other publication, without the express consent of Grayscale. This information should not be relied upon as research, investment advice, or a recommendation regarding any products, strategies, or any investment in particular. This material is strictly for illustrative, educational, or informational purposes and is subject to change. This content does not constitute an offer to sell or the solicitation of an offer to sell or buy any security in any jurisdiction where such an offer or solicitation would be illegal. There is not enough information contained in this content to make an investment decision and any information contained herein should not be used as a basis for this purpose. This content does not constitute a recommendation or take into account the particular investment objectives, financial situations, or needs of investors.

For use with an institutional audience, not for use with consumers.

Disclaimer:
All opinions expressed are solely the opinions of the speakers and do not reflect the opinions of Grayscale or any of its affiliates. This webinar is for informational purposes only and is not intended to be, nor should it be construed or used as, investment, tax, or legal advice, an investment recommendation, an IRA provider recommendation, an offer to sell, or the solicitation of an offer to buy, any digital asset or security.

*Source: Bloomberg, 8.30.2024