Managing client assets is time-consuming – and particularly challenging when working with a new asset class you’re less familiar with, like Bitcoin and other digital assets.
Watch our advisor-focused event to learn how Crypto Separately Managed Accounts (SMAs) can give your clients the exposure to digital assets they want while letting you spend your time with your clients and growing your practice.
- Managing Crypto assets vs. traditional securities
- Understanding Crypto custody and Compliance
- The advantages of Crypto SMAs compared with Funds and Trusts
- Crypto Investing Strategies
- How to Choose a Crypto SMA
Hosted by Steve Sanduski CFP® of The Digital Money Advisor Podcast and Featuring Ric Edelman from DACFP, BITRIA CEO Dan Eyre, and Kristen Mirabella from Gemini Trust Company.
Panelists include Christopher Matta, President of 3iQ Digital Assets (US), Samantha Viola, Head of Digital Assets at Linn Wealth, Greg Johnson, CEO of Rubicon Crypto, Bryan Courchesne, CEO of Digital Asset Investment Management, Paul Farella, Managing Director of Willow Crypto, Baxter Hines, Chief Investment Officer of Honeycomb Digital Investments, Ranjan Grover, Ph.D., CIO and Portfolio Manager of Leavenworth Capital, Eric Viavattene, Chief Operating Officer of Kingsly Capital, Phil Stanley, Chief Executive Officer at PM Squared Financial, and Andrew Huck, President of Gulfstream Digital.
Visit our SMA Network to learn about our SMA Partners.