Crypto 301: How to Implement Crypto in a Diversified Portfolio – Bitwise – 8.5.21

Overview:
Title: Crypto 301: How to Implement Crypto in a Diversified Portfolio
Date: Thursday, August 5, 2021
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

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Summary:

Now On Demand.

After you decide to add crypto to client portfolios, the next question is how to do it. What is the right amount of crypto exposure for your clients? How much is too much? When should you rebalance? And how do you compare different products and strategies? In this special one-hour webcast, Bitwise CIO Matt Hougan and Director of Research David Lawant — co-authors of the CFA Institute Research Foundation’s Guide to Cryptocurrencies — share new research on the role crypto can play in a diversified portfolio. Using extensive data, and drawing on conversations with thousands of financial advisors, Matt and David provide a framework you can use as you consider crypto allocations for clients. Among the topics covered:

  • How advisors can add value to clients with crypto
  • The critical importance of rebalancing and position sizing
  • How to handle volatile markets

Speakers:
Matt Hougan Matt Hougan Chief Investment Officer Bitwise Asset Management

Matt Hougan is one of the world’s leading experts on crypto, ETFs, and financial technology. He is Chief Investment Officer for Bitwise Asset Management, a pioneer in cryptoasset index funds. He was previously CEO of ETF.com, where he helped build the world’s first ETF data and analytics system, the leading ETF media site, and the world’s largest ETF conference, Inside ETFs. Hougan is co-author of both “A Comprehensive Guide to Exchange-Traded Funds” and “Cryptoassets: The Guide to Bitcoin, Blockchain and Cryptocurrencies for Professional Investors” from the CFA Institute’s Research Foundation. He is a crypto columnist for Forbes, and a three-time member of the Barron’s ETF Roundtable.
David Lawant David Lawant Director of Research Bitwise Asset Management

David Lawant is a research analyst at Bitwise Asset Management. Previously, he worked for 10 years as an equity research analyst for J.P. Morgan and Itau BBA, the largest investment bank in Latin America. Lawant was ranked 13 times in the Institutional Investor Ranking among the leading analysts in his space. Previously, he was also a co-founder at Iron Capital, a Brazilian investment boutique, and a partner a Hashdex, a crypto index fund. Lawant holds a B.A. in electrical engineering from Sao Paulo’s University and a M.S. in management from the Stanford Graduate School of Business.