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    Bitcoin for Advisors

    October 6th, 2021
    Virtual Experience

    About the Event

    Bitcoin for Advisors equips investment advisors with the tools to best understand how bitcoin, ethereum, and other digital assets can successfully impact their clients’ portfolios. CoinDesk works with the leading investment professionals in crypto, blockchain, and traditional markets to design a series of keynotes, interactive roundtables, and priority-driven workshops that are relevant, valuable, and actionable for the advisor community. Join us on October 6, 2021, for a free virtual experience. This is a chance to connect with over 300 investment advisors who are leading the way towards the future of investing. You must be an active RIA or FA and provide your CRD number. Any service provider(s) interested in the event must be a sponsor. Please reach out to sponsors@coindesk.com for more information. If you had already purchased a ticket, we will reach out and issue a full refund. Please reach out to events@coindesk.com if you have any more questions.

    Register Now

    OUR SPEAKERS

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    MK
    Michael Kitces
    Chief Financial Planning Nerd
    Kitces.com
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    LS
    Lauren Strasburg
    SVP, Intermediary Sales
    AltoIRA
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    RE
    Ric Edelman
    Founder
    Digital Assets Council of Financial Professionals
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    MS
    Michael Sonnenshein
    Chief Executive Officer
    Grayscale Investments
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    DF
    Dani Fava
    Head of Strategic Development
    Envestnet
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    RM
    Rachel Meyer
    VP, Product
    Circle
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    TC
    Thomas Chippas
    Chief Executive Officer
    ErisX
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    MB
    Matthew Ballensweig
    Director, Head of Institutional Lending
    Genesis
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    JG
    Jodie Gunzberg
    Managing Director
    CoinDesk Indexes at TradeBlock
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    SS
    Steve Sanduski, CFP®
    Founder, Coach, NYT Bestselling Author
    Belay Advisor
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    MS
    Max Schatzow, Esq.
    Shareholder
    Stark & Stark
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    KM
    Kristen Mirabella
    Director, Business Development
    Gemini Trust Company
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    ID
    Isaiah Douglass
    Financial Planner
    Vincere Wealth Management, LLC
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    CK
    Chris King
    CEO
    Eaglebrook Advisors
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    JC
    Justin Castelli
    Chief of Staff
    Onramp Invest
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    AP
    Adam Pokornicky
    COO, Investment Advisor Representative
    DAiM (Digital Asset Investment Management)
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    DB
    Douglas Boneparth
    Financial Advisor & President
    Bone Fide Wealth, LLC
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    AE
    Andy Edstrom, CFA, CFP
    Author of Why Buy Bitcoin, Financial Advisor at Wescap Group, Institutional Head at Swan Bitcoin
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    JW
    Jackson Wood
    Financial Advisor
    Freedom Day Solutions
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    LA
    Lauren Abendschein
    Institutional Coverage
    Coinbase
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    MH
    Matt Hougan
    Chief Investment Officer
    Bitwise Asset Management
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    BH
    Brian Harrington
    Product Marketing Manager
    Choice by KT
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    JP
    Jamie P. Hopkins
    Director of Retirement Research
    Carson Group
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    AB
    Adam Blumberg
    Co-Founder
    Interaxis
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    BC
    Ben Cruikshank
    Head of Flourish
    Flourish
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    BF
    Bruce Fenton
    Managing Director
    Watchdog Capital
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    DH
    Dan Held
    Growth Lead
    Kraken

    2021 ADVISORY BOARD

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    AB
    Adam Blumberg
    Co-Founder
    Interaxis
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    TR
    Tyrone Ross
    Chief Executive Officer
    Onramp Invest
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    ID
    Isaiah Douglass
    Financial Planner
    Vincere Wealth Management, LLC
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    JW
    Jackson Wood
    Financial Advisor
    Freedom Day Solutions
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    JP
    Jamie P. Hopkins
    Director of Retirement Research
    Carson Group
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    MR
    Morgen Rochard
    Managing Member
    Origin Wealth Advisers LLC
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    SS
    Steve Sanduski, CFP®
    Founder, Coach, NYT Bestselling Author
    Belay Advisor
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