Crypto Demystified: Opportunities, Challenges, and the Future – AiK2 – 6.16.22

Summary:

Now On Demand

Crypto is a buzzword and everyone is talking about it, but how much do we fully understand it? We’ll bring together experts who are optimistic at the opportunity crypto can have for wealth firms and how firms can make sure they’re protected if they do venture into the digital asset space.

The reality is that there are risks in any asset allocation and that also holds true for crypto. Listen to well-known investor and digital assets expert Mark Yusko, Founder, CEO and Chief Investment Officer of Morgan Creek Capital Management and Managing Partner of Morgan Creek Digital talk all things crypto and volatility. Mark leads a $2 billion hedge fund that is an early-stage investor in blockchain technology, digital currency, and digital assets.

During this webinar, we’ll lay out a framework to help you feel more confident understanding and assessing the risk of investing in crypto. You’ll walk away feeling like you’re asking the right questions not only of your investment philosophy, but also of your insurance policy.

Jay Hummel, CEO of AiK2, will moderate a discussion of industry experts to provide:

• An insider’s deep understanding of the digital asset space and how to embrace it (with Mark Yusko, CEO and Chief Investment Officer, Morgan Creek Capital).
• A framework to help identify and assess risks regarding digital assets (with Dan Jones, Vice President of Sales and Marketing, AiK2 Insurance Services).

Speakers:

Jay serves as CEO of AiK2 Insurance Services, with responsibilities as the General Manager of the company. Jay also serves as the CEO of Wealth Advisor Growth Network (WAGN), a key partner to AiK2 Insurance Services. Prior to founding WAGN, Jay was a Senior Vice President and Head of American Century Investment’s Personal Financial Solutions Business. Jay was responsible for the strategic and executional oversight of teams serving 600,000 individual and small retirement clients with $40B in assets under management.

He is a former Managing Director of Envestnet, where he served as the Head of Strategic Initiatives and Thought Leadership. Wiley has published two of his books: Success and Succession and The Essential Advisor.

Mark is the Founder, CEO and Chief Investment Officer of Morgan Creek Capital Management. He is also the Managing Partner of Morgan Creek Digital. Morgan Creek Capital Management was founded in 2004 and currently manages close to $2 billion in discretionary and non-discretionary assets. Prior to founding Morgan Creek, Mr. Yusko was CIO and Founder of UNC Management Company (UNCMC), the Endowment investment office for the University of North Carolina at Chapel Hill. Before that, he was Senior Investment Director for the University of Notre Dame Investment Office.

Mark has been at the forefront of institutional investing throughout his career. An early investor in alternative asset classes at Notre Dame, he brought the Endowment Model of investing to UNC, which contributed to significant performance gains for the Endowment. The Endowment Model is the cornerstone philosophy of Morgan Creek. Morgan Creek Digital, formed in 2018, is an early-stage investor in blockchain technology, digital currency and digital assets.

Dan serves as the Vice President of sales and marketing with AIK2 Insurance Services. Prior to this role he was a wealth advisor with Buckingham Strategic Wealth helping clients with holistic wealth planning. The decade prior to Buckingham he served on the Business Development team for Envestnet Financial Management where he supported the firm’s Institutional sales initiatives focusing most of his efforts on prospecting new institutional clients (RIA’s, Banks, Broker/Dealers and Trust Companies) as well as consulting and advising existing clients.

Dan received his bachelor’s degree in Economics from Southern Illinois University. Additionally, he holds a Series 65 Investment Advisor registration and a Missouri Property & Casualty Insurance License.