Concurrent Session Onsite and Online

PFP2428. Does Crypto Belong in Client Accounts?

With the introduction earlier this year of spot bitcoin ETFs, interest in cryptocurrencies has surged. This session will explore the investment merits of cryptocurrencies, with a focus on bitcoin. The panelists will present the case for and against allocating to crypto. We will explore the intrinsic value of a cryptocurrency, its diversification value, its role as a hedge against inflation, and other attributes relevant to advisors.


Learning Objectives:

  • How to determine the intrinsic value of a cryptocurrency
  • What is the diversification value of crypto?
  • Will crypto be a long-term hedge against inflation?
  • What are the key questions clients will ask about crypto?
Date/Time
–
CPE Credits
1.5
NASBA Field of Study
Finance
Level
Intermediate
Prerequisites
3-4 years in the profession
Advanced Preparation
None
Session Tags
PFP
Speakers
Image of Robert Huebscher

Robert Huebscher

MBA
Founder
Advisor Perspectives
Image of Matthew Hougan

Matthew Hougan

Chief Investment Officer
Bitwise Asset Management
Image of Allan Roth

Allan Roth

CFP, CPA
Founder
WEALTH LOGIC