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MMI Webinar: Digital Asset Allocation: ETF’s and Beyond

October 01 , 2024

CE Credits

Complimentary admission

Open to MMI members and non-members

Press prohibited

2024 MMI Webinar: Digital Asset Allocation: ETF’s and Beyond is submitted for 1 hour of CE credit toward CIMA®, CPWA®, CIMC®, and RMA® certifications through Investments & Wealth Institute

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

Contact