Crypto for Financial Analysts

Join us for a moderated discussion with representatives from Grayscale Investments, a leading provider of crypto ETPs. Learn how you can stay ahead of your institutional or high-net-worth clients in advising whether or when to allocate their funds to digital assets.

What should professional investment managers know about digital currencies? 2024’s launch of exchange-traded products (ETP) has taken Bitcoin (BTC) and Ethereum (ETH) from retail to institutional scale as a storehouse of value. Together, they now surpass the market capitalization of U.S. high-yield and Canadian public equities. Moreover, a modest allocation to BTC and/or ETH since 2013 would have improved total returns while diversifying risk relative to a traditional 60/40 equity/fixed income mix.

 Can crypto move from being a store of value to becoming a true medium of exchange? If so, how will a distributed ledger asset co-exist with the custodianship of conventional asset classes? And how can they continue outperforming equity and debt total returns while remaining uncorrelated with both?

 Join us for a moderated discussion with representatives from Grayscale Investments, a leading provider of crypto ETPs. Learn how you can stay ahead of your institutional or high-net-worth clients in advising whether or when to allocate their funds to digital assets.


Speakers

Zach Pandl

Zach Pandl

Head of Research, Grayscale Investments

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Emi Yoshikawa, CFA

Emi Yoshikawa, CFA

Global Business Leader in Blockchain Technology

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Event Agenda

12:00 PM - Check-in and registration opens

12:15 PM - Presentation begins

1:15 PM - Networking and mingle

1:30 PM - Event concludes


CFA Institute Professional Learning Qualified Activity

This event qualifies for up to 1.0 hours of professional learning credit for CFA charterholders.


This event is sponsored by