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Investing in Digital Assets, Blockchain Technology, and Decentralized Finance
Dan Dolev, Mizuho Americas
Ric Edelman, Edelman Financial Engines
Dan Weiskopf, Toroso Investments


June 22, 2022
Wednesday 06:15 PM
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Join us on Wednesday, June 22nd for a panel discussion


"Investing in Digital Assets, Blockchain Technology, and Decentralized Finance"


Please click below to register by 5 PM ET on Tuesday, June 21st



Cryptocurrencies have been trading in lockstep with equity markets for the past few quarters. For example, Bitcoin has more than halved since hitting its all-time high of $68,982.20 in November. It was trading in a tight range this year before falling below $30,000 this month after the Terra collapse. Is the current Bitcoin rally a bull trap or a more permanent reversal? Uncertainty in the global economy due to high inflation, rising interest rates, and looming recession concerns have forced all assets downwards with a few places to hide. As decentralized finance (DeFi) matures, what are the opportunities and risks in this space? With more retail and institutional investors seeking to incorporate DeFi products into their strategies, will the regulators seek greater authority to oversee crypto markets?

To guide us through this disruptive technology and the ever-important asset class, we are fortunate to have a distinguished panel of seasoned industry experts to walk us through the digital assets outlook for 2022 and beyond. Dan Dolev is Managing Director and Senior Equity Research Analyst covering the financial technology sector at Mizuho Financial Group and Ric Edelman, founder of Edelman Financial Engines, is considered one of the most influential people in the financial services field, according to Investment Advisor, RIABiz, and InvestmentNews. Dan Weiskopf is a Portfolio Manager at Toroso Investments, where he is a member of the Investment Committee, focusing on ETFs, small cap stocks, and tactical allocation.


Join us on Wednesday, June 22nd as our panel of investment experts share their insights on investing in digital assets and discuss where they see opportunities for growth.

Please note that the Chatham House Rule applies – neither the comments of the speaker nor those of other participants are for attribution.

Please register by 5:00 PM ET on Tuesday, June 21, 2022 below.

Note that there is a limit to the number of participants. Please register early!

Conference call details will be provided prior to the call on Wednesday, June 22, 2022


Dan Dolev
Managing Director
Mizuho Americas

Dan Dolev is Managing Director and Senior Equity Research Analyst covering the financial technology sector at Mizuho Americas, part of the Japan-based Mizuho Financial Group, Inc. (NYSE: MFG). Dan joined Mizuho in May 2020 and is based in New York. Prior to Mizuho, he worked at Macquarie, where he served as Senior Analyst, Equity Research, covering payments and business services, and has held similar roles at Nomura Instinet and Jefferies. Dan has 13+ years of experience and began his equity research career at Banc of America Securities.

He was voted Rising Star by Institutional Investor (II) in Business Services and has been recognized by II with a #1 vote (both team and individually). Dan holds a Bachelor of Arts degree in Economics, Cum Laude, from Columbia University and an MBA in Finance from Columbia Business School.

Dan Weiskopf
Portfolio Manager
Toroso Investments

Dan Weiskopf is a Portfolio Manager at Toroso Investments, where he is a member of the Investment Committee, focusing on ETFs, small cap stocks, and tactical allocation. He is also ETF Strategist for the ETF Think Tank, an invitation-only organization of fiduciaries and investment professionals. He has over 30 years of portfolio management experience, with almost 20 years as an ETF strategist. Before joining Toroso, he was founder and Managing Partner of Access ETF Solutions, where he launched the Restaurant Leaders Index. Previously, he was ETF Strategist and Wealth Advisor at IPI Wealth Management, Inc., where he developed the Restaurant Finance Monitor (RFM) Index, in addition to serving as a Managing Director at Forefront Capital. Prior to that, he was a vice president at UBS Financial where he built the Team’s ETF database. Before focusing exclusively on ETFs, he founded MH CApital Partners L.P. a long / short small-cap hedge fund, and worked at American Diversified Enterprises, a family office affiliated with Allen & Company. Dan earned his Bachelor of Arts from Colorado College and his MBA from Fordham Gabelli School of Business.

Ric Edelman
Founder
Edelman Financial Engines

Ric Edelman, founder of Edelman Financial Engines, is considered one of the most influential people in the financial services field, according to Investment Advisor, RIABiz, and InvestmentNews. He’s in both Research magazine’s Financial Advisor Hall of Fame and Barron’s Hall of Fame and was ranked three times as the nation’s #1 Independent Financial Advisor by Barron’s. Ric is the recipient of the IARFC’s Lifetime Achievement Award, and he holds two patents for financial product innovation.

Mr. Edelman is the award-winning host of a national personal finance radio show, The Truth About Your Future with Ric Edelman. He’s been on the air for more than 30 years, named by TALKERS as one of the “Heavy Hundred” – the most important talk show hosts in America. Ric has also produced several award-winning specials for Public Television and is a #1 New York Times bestselling author of 10 books on personal finance. His newest book, The Truth About Crypto, debuted in May.

Ric taught personal finance for 9 years at Georgetown University and is now Distinguished Lecturer at his alma mater, Rowan University, which awarded Ric an Honorary Doctorate in 1999 and in 2020 named its communications school the Ric Edelman College of Communication & Creative Arts. He is the founder of the Digital Asset Council of Professionals, his media company, The Truth About Your Future, and the Funding Our Future Coalition.

Ric and his wife Jean live in Northern Virginia. They serve on a variety of nonprofit boards and are benefactors of the Edelman Center for Nursing at Inova Hospital Foundation, the Edelman Indoor Arena at Northern Virginia Therapeutic Riding Program, and Rowan University’s Edelman Planetarium and Edelman Fossil Park.



Location:
Webinar - Online Only