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Webinar: Digital Asset Investing for Financial Advisors

Getting financial advisors fully up-to-speed on blockchain tech and digital asset investing

Please pass this webinar invitation along to your financial advisor

If you are a financial advisor or wealth manager seeking to broaden your expertise about digital asset investing, we are hosting a free webinar on Thursday afternoon called Digital Asset Investing for Financial Advisors. Our focus will be getting financial advisors fully up-to-speed on blockchain tech and digital asset investing.

We will be covering:

  • How financial advisors and wealth managers should think about what portion of client funds should be allocated to digital assets in the 2020s for optimal risk and reward

  • How DeFi, blockchains, tokens, and smart contracts are becoming the technological building blocks of the new global financial system

  • The top six blockchains in DeFi: Ethereum, Avalanche, BSC, Terra, Solana, and Fantom - which now have over $200 billion in Total Value Locked (TVL)

  • How to use metrics on TVL, users, developer count, and apps to determine which digital assets will grow fastest

  • Our thoughts on investing in tokens, token funds, and yield funds

  • How market-neutral crypto funds have been able to generate ~15% net annual returns to their investors without exposure to the underlying market

The webinar is tailored to wealth managers and financial advisors who’d like to learn more about our thoughts and data-driven analysis on investing in digital assets and the technologies that enable them. The webinar is hosted by Ryan Allis, Managing Partner at HeartRithm, a crypto yield fund, and Publisher of Coinstack.

Crypto Investing For Wealth Managers & Financial Advisors, Presented by HeartRithm

Thursday, January 20, 202212pm PT / 3pm ET / 8pm GMT55 minutes on Zoom / Link provided upon registration via emailPresented by Ryan Allis, Managing Partner of HeartRithm and Publisher of Coinstack

Full Overview of What You Will Learn

  • Our thoughts on allocating institutional capital into digital assets in 2022

  • The differences between crypto token funds and crypto yield funds

  • How market-neutral crypto yields funds are able to earn 15%+ net annual returns in DeFi, providing an alternative to corporate bonds and fixed income, with low-volatility and monthly liquidity

  • Key strategies of crypto hedge funds: yield farming, margin lending, and DEX liquidity provision

  • How DeFi yields compare to corporate bonds, treasuries, and other fixed-income assets

  • Top blockchains for DeFi including Ethereum, BSC, Solana, and Terra

  • Understanding tokenized securities and the tech layer that the new financial system is being built upon (smart contracts, DLT, and DeFi).

  • Utilizing DeFi-as-a-Service (DaaS) to generate consistent yield across a diversified portfolio of stablecoin liquidity pools for corporate treasuries, family offices, sovereign wealth funds, or other institutions

  • How to value Ethereum using a Discounted Cash Flow (DCF) model

  • How to track developer counts to determine which blockchain ecosystems are likely to grow fastest

  • How smart fund managers reduce smart contract risk by using a diversified portfolio of DeFi protocols

  • What portion of your portfolio should be allocated to digital assets vs. equities, bonds, real estate, venture capital, and private equity

  • ESG within blockchain investing

Requirements

  • For wealth managers, financial advisors, and CFPs

  • For institutional investors or family offices

  • For qualified clients with at least $2.1M of investable assets

Additional Information

  • HeartRithm, a U.S.-based crypto quant fund, is focused on providing high-quality education on the digital assets market and becoming a go-to resource for wealth managers and large capital allocators who are developing and executing their crypto strategy. If you’re seeking assistance in planning your digital asset allocations for 2022, we’re here to help provide data-driven analysis and guidance on the market.