The popularity of cryptocurrencies reached an all-time high in 2021. This year, digital assets continue their march from the fringes of the retail space into the portfolios of more traditional institutional investors. As access points open up, financial advisors need to step up their understanding of what these digital assets are and how they impact their practice and clients’ assets. Join us in the first webinar of our four-part series with Barron’s and Grayscale.
** Attendees of this 50-minute live webinar are eligible for 1 CE credit hour towards CFP or CIMA certifications. **
This is a custom event created by Barron’s Custom Studio, a commercial department at Barron’s. The Barron’s newsroom was not involved in the production of this event.
To access the on-demand video, please complete the registration form.
Prior to joining ADAM, Michelle Bond has served as the global head of policy and regulatory affairs at two fintech companies, where she developed and executed global regulatory strategy for digital assets, blockchain, and global payments. Ms. Bond has also worked at Bloomberg LP, serving as head of global regulatory affairs – and she is an expert in securities, derivatives, banking, and fintech regulation. Ms. Bond previously served as international counsel at the U.S. Securities and Exchange Commission for the implementation of the Dodd-Frank Act. Bond was also a subject matter expert on the U.S. Senate Committee on Banking, Housing, and Urban Affairs for the Dodd-Frank Act, as well as the Jumpstart Our Business Startups Act (JOBS Act).
Jack is the Global Head of Wealth and Asset Management at Barron’s Group. Previously, Jack was the Editor-at-Large for Barron’s Group and the Executive Editor of Barrons.com, where he assigned and edited articles, promoted the site through social media and built a video operation. Jack launched Barron’s Next, a new site aimed at millennials. Jack is the author of Worth It…Not Worth It: Simple and Profitable Answers to Life’s Tough Financial Questions (Hachette). Before coming to Barron’s, Jack was executive editor of CBS MoneyWatch.com, and he has 18 years of experience as a business journalist, having been features editor of SmartMoney magazine and a columnist at Newsday. Jack has also written for The Wall Street Journal, O magazine, Men’s Health and The New Yorker. Jack frequently appears on television to talk about investing and personal finance, and has been seen on NBC's “Today,” CBS “This Morning,” CNN, CNBC and Fox. Jack currently hosts “Barron’s Roundtable,” an all-new show on FOX Business News.
Brooke Stoddard is a director on the client team at Grayscale Investments, the world’s largest digital currency asset manager. Since joining Grayscale in 2019, Mr. Stoddard has educated institutional and high net worth investors about the digital currency asset class and helped to raise billions of dollars in new capital into Grayscale products. Prior to joining Grayscale, Mr. Stoddard was a private wealth advisor at Goldman Sachs, where he advised institutional and high net worth investors on asset allocation strategies and portfolio management. Mr. Stoddard earned his bachelor of arts in history from Princeton and his M.B.A. from Wharton at the University of Pennsylvania.
