Bitcoin Allocation: A Practical Approach – Galaxy Fund Management – 7.30.20

Overview:
Title: Bitcoin Allocation: A Practical Approach
Date: Thursday, July 30, 2020
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

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Summary:

Now On Demand.

Over half of advisors considering bitcoin now report that they’re likely to implement it in client portfolios within the next year. As the bitcoin question shifts from Why to How—and as client interest continues to climb—it’s more important than ever that advisors have actionable information about the digital asset. Join Steve Kurz, Galaxy’s Head of Asset Management, and Matt Brown, CEO of CAIS, for a straightforward discussion on bitcoin allocation. This conversation kicks off the launch of the Galaxy Bitcoin Funds on the CAIS platform, live the first week of August. Hear Galaxy’s insights on:

  • Bitcoin’s role in the portfolio
  • Allocation sizing and timing
  • Investment vehicles and platform access

Whether you’re ready to implement bitcoin now, or you’re simply preparing for client questions on the topic, this conversation will be one you won’t want to miss.

Speakers:
Steve Kurz Steve Kurz Head of Asset Management Galaxy Digital

Steve Kurz is Head of Asset Management at Galaxy Digital. Prior to joining the firm, he was a Co-Founder of Outer Realm VR, an enterprise focused immersive software company. Previously, he was a Principal and Head of Business Development at River Birch Capital, where he was responsible for raising over $1 billion in assets. Prior to that, he was a Vice President at Fortress Investment Group. He started his career in the Fixed Income Division of Lehman Brothers. Steve serves on the New York Advisory Board of a music charity called Little Kids Rock, is a Board Observer for a life sciences company called MicroCures, Inc., and is an active member of NextGen Venture Partners. He holds a B.A. in Economics from Cornell University.
Matt Brown Matt Brown Founder & CEO CAIS

Matt is the Founder and CEO of CAIS and has spent over 30 years in wealth management, alternative investments, and platform management. Matt began his career as a financial advisor at Shearson Lehman Brothers and Smith Barney. Following that, Matt founded the alternative investment platforms Brown Simpson Asset Management, Brownstone Advisors, and the Antara platform at FGG. Matt strongly believes that entrepreneurship is the major driver of economic and social change, and actively mentors entrepreneurs across all industries. Additionally, Matt is a regular contributor to the Forbes Technology Council discussing the latest innovations and new technologies. Matt received his B.A. from St. Mary’s College and holds FINRA Series 24, 7, and 63 licenses.