Digital Assets

June 18, 2021
12pm ET – 3pm ET
Online & Complimentary
3 CFP / IWI / CFA CE Credits

The world of digital assets is evolving rapidly. This course aims to provide a practical playbook specifically for financial advisors. Join us for this 3 hour, interactive and advisor led program that will cover:

  • The Advisor’s Guide To Crypto
  • Practice Management: Insurance, Compliance, Operational Considerations
  • A Practical Approach To Digital Assets: Outsourcing, Funds, Trading
  • Case Studies: This Stuff Isn’t New
  • Practice Integration: Due Diligence, Custody, Client Communication
  • Become An Expert: Attract & Retain Clients

Presenters

Keith Black

Managing Director of Content Strategy, CAIA Association

Dr. Keith Black has over thirty years of financial market experience, serving as an academic as well as a trader and consultant to institutional investors. Keith has advised foundations, endowments, and pension funds on their asset allocation and manager selection strategies in hedge funds, commodities, and managed futures.

He has experience in commodities derivatives trading, stock options research and CBOE floor trading, and building quantitative stock selection models for mutual funds and hedge funds. Dr. Black previously served as an assistant professor and senior lecturer at the Illinois Institute of Technology. Dr. Black contributes to The CFA Digest, has published in The Journal of Wealth Management, The Journal of Trading, The Journal of Investing, and The Journal of Alternatives Investments, among others. He is the author of “Managing a Hedge Fund,” as well as co-author of CAIA Level I and Level II curricula.

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Adam Blumberg

Co-Founder, Interaxis

Adam has been in Financial Services for over 12 years, starting with an insurance Broker/dealer, and moving to his own RIA, started with his partner, Ron. He is also the co-founder of Interaxis, a company dedicated to educating financial professionals about Digital Assets, Cryptocurrency, Blockchain, and other alternative assets.

The YouTube channel they created has over 4,500 subscribers, and they created a course and Certification to teach Financial Advisors how to make Crypto and Digital Assets part of their practice.

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Dan Eyre

Cofounder & CEO, Blockchange Inc.

Dan began his career as an internal supply chain management consultant at DuPont before designing and building enterprise financial planning, analysis and machine learning applications for large corporations at Anaplan. He started his cryptocurrency journey as a bitcoin miner, ultimately pivoting towards software applications for digital assets.

Dan went on to co-found Blockchange and to develop the BITRIA Digital Asset TAMP with his Penn State roommate, Dan Rothrock. BITRIA is the digital asset investing platform for professional wealth managers, bringing the modern portfolio theory-based tools of traditional finance to the world of digital assets. Dan graduated from Penn State University with a Bachelor of Business Management and Entrepreneurship. He lives with his wife Caroline in the San Francisco Bay Area.

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Steve Kurz

Partner and Head of Asset Management, Galaxy Digital

Steve Kurz is Partner and Head of Asset Management at Galaxy Digital. A member of Galaxy’s founding team, he launched and oversees its industry-leading asset management business. Before joining the firm, he was a Co-Founder of Outer Realm VR, an enterprise focused immersive software company.

Previously, he was a Principal and Head of Business Development at River Birch Capital, where he was responsible for raising over $1 billion in assets. Prior to that, he was a Vice President at Fortress Investment Group. He started his career in the Fixed Income Division of Lehman Brothers. Steve serves on the New York Advisory Board of a music charity called Little Kids Rock, is a Board Observer for a life sciences company called MicroCures, Inc., and is an active member of NextGen Venture Partners. He holds a B.A. in Economics from Cornell University.

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Tyrone V. Ross Jr.

CEO and Co-Founder, Onramp Invest

Tyrone Ross is the CEO and Co-founder of Onramp Invest and Founder of 401stc, a storytelling consultancy. He is a graduate of Seton Hall University, and was also a 2004 Olympic Trials qualifier in track and field in the 400 meters.

He was recognized by Investment News 40 under 40 (2019), and WealthManagement.com as a top ten advisor set to change the industry in 2019. FinancialPlanning.com named him as one of 20 people who will change wealth management in 2020. He was recently named as Investopedia’s Top 100 financial advisors, and Think Advisor’s 2021 IA25: VIP’s Pushing Advisors Forward.

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