Investment Management Profession

Finding Purpose and Meaning Through Finance (and What You Need to Know about Crypto to Serve Your Clients Well) | Alpha Summit GLOBAL 2022


Although many people say our financial system is broken, it actually works very well—but only for people who have the privilege of “financial access.” What role should digital assets and cryptocurrencies play in our society and our clients’ portfolios? What do investment advisors and institutional investment managers need to know about crypto assets, and how can we integrate them into our clients’ portfolios? This session will help you prepare for the accelerating disruption, as digital assets lead the way to the democratization of finance and provide better ways for you to serve your clients in the future.

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