MMI Webinar: Digital Asset Allocation: ETF’s and Beyond
October 01 , 2024
Overview
Replay is no longer available.
Sponsored by the MMI Blockchain Community
Join us on Tuesday, October 1st as we hear from retail market distributors concerning their views on Bitcoin and other cryptocurrencies.
Fifteen years after the publication of Satoshi Nakamoto’s whitepaper outlining a peer-to-peer electronic cash system, Bitcoin has gone mainstream in the United States with the approval and launch of ten spot Bitcoin Exchange Traded Products listed on US stock exchanges.
In a recent study, the Digital Assets Council of Financial Professionals (DACFP) showed approximately 40 percent of the financial advisors surveyed recommend digital assets to at least half of their clients.
Among those advisors who did not recommend digital assets, 56 percent plan to do so in the future, with 40 percent planning to do so in the next six months.
You’ll hear from our panel of experts on:
- Are their firms currently offering crypto and if not do they have plans to do so in the future?
- Solicited vs. unsolicited?
- ETF vs. managed SMA/fund?
- Does your firm have an asset allocation recommendation for including crypto in a diversified portfolio?
- Inclusion in home office models?
Moderator
Michael Forstl
CCO and
Head of Distribution
Exos Financial
Panelists
Marc Dextraze
Managing Director
Head of Traditional Investment Products
Morgan Stanley
Ryan Lessard
Digital Asset Strategist
Fidelity Digital Asset Management
Kunal Shah
Managing Director
Head of Research
iCapital