Crypto 2022 (Event Archive)

Dave LaValle, who brings over 20 years of experience in financial services, will discuss the challenges the last year has brought to the crypto space and how it will affect Grayscale's pursuit of the first spot crypto ETF.

The volatility of the cryptocurrency market has been one of the compelling stories of 2022. But it is important to get the facts behind the numbers. We begin by bringing together an unbiased panel, to give us the stories and numbers behind this turbulent year.

Cryptocurrency isn't just a passing trend — it's an asset class that's here to say. This opens a host of opportunities for financial advisors who are well prepared to help their clients wisely handle their digital assets in the context of their overall portfolio.

Arbor Digital's case study will review the most important pieces to incorporating Digital Assets (crypto) into your advisory practice. From idea to execution. To illustrate we will use a real-life case study of an advisory practice based in the US.

This panel will discuss: Educational resources for explaining this volatile asset; Changes in financial reporting of client assets ; Changes to workflows in your practice

The SEC and FINRA are racing to keep up with the pace of business now done on the internet. Come hear this panel to get up to speed as to what is coming, what you need to know now and how it all affects how you do business.

Come hear this panel give their views regarding how to speak about cryptocurrency in an insightful way, yet meet all regulatory requirements.

This panel of financial professionals will: Help you understand the available tax and estate planning options; Advise you as to how to speak to clients about how their digital assets play into their wider current tax planning, and ultimately estate planning, goals.

Our moderator will lead a panel of enforcement opinion leaders offering their thoughts as to next steps: The current state of legislation; An explanation of the new framework; The risks that worry officials the most, and what it means for advisors working with cryptocurrency; Where oversight is going, and in what areas?

Come hear the Editor-in-Chief of Financial Planning, Brian Wallheimer, lead a discussion as to: Take-aways from this conference; What to expect in the world of Cryptocurrency for 2023.