Crypto SMAs: A Growing Opportunity for Investment Professionals – Bitwise Asset Management – 6.23.23

Overview:
Title: Crypto SMAs: A Growing Opportunity for Investment Professionals
Date: Friday, June 23, 2023
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

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Summary:

Now On Demand

Separately managed accounts (SMAs) are a fast-growing investment vehicle in asset management. Yet many investment professionals are surprised to learn that they can access crypto through an SMA vehicle as well. In this webinar, Bitwise CIO Matt Hougan and Bitwise Key Accounts Director Stephen Degnan discuss the growing opportunity that crypto SMAs present.

Topics include:

  • Key considerations
  • How to access
  • Investment strategies

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 the Chief Investment Officer for Bitwise Asset Management, the world’s largest provider of cryptocurrency index funds. He was previously CEO of ETF.com and Inside ETFs, 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.

Matt is co-author of two publications for the CFA Institute Research Foundation: “A Comprehensive Guide to Exchange-Traded Funds” and “Cryptoassets: The Guide to Bitcoin, Blockchain and Cryptocurrencies for Professional Investors.”

He is a crypto columnist for Forbes, a three-time member of the Barron’s ETF Roundtable, a member of the ETFdb’s ETF Hall of Fame, and the eighth person to receive a Lifetime Achievement Award from ETF.com for contributions to the ETF industry.

Hougan sits on the board of directors for Equbot, creator of the first AI-driven ETFs (in partnership with IBM Watson), and is a strategic advisor to multiple crypto- and financial advisor-related startups, including Blockworks, Stratifi, and Advisor Circle.
Stephen Degnan, CIMA Stephen Degnan, CIMA Key Accounts Director Bitwise Asset Management

Stephen Degnan leads relationship management with large, national RIAs and multi-family offices across Bitwise’s growing client base of over 1,500 firms. Stephen is considered a leader in helping top advisors evaluate the novel risks and opportunities of the fast-evolving crypto asset class.

Prior to Bitwise, Stephen spent over two decades in a variety of senior RIA consultant roles including at BlackRock, OppenheimerFunds, and Invesco, where he served as RIA Market Leader.
No Advice on Investment; Risk of Loss: Prior to making any investment decision, each investor must undertake its own independent examination and investigation, including the merits and risks involved in an investment, and must base its investment decision – including a determination whether the investment would be a suitable investment for the investor – on such examination and investigation.

Crypto assets are digital representations of value that function as a medium of exchange, a unit of account, or a store of value, but they do not have legal tender status. Crypto assets are sometimes exchanged for U.S. dollars or other currencies around the world, but they are not currently backed nor supported by any government or central bank. Their value is completely derived by market forces of supply and demand, and they are more volatile than traditional currencies, stocks, or bonds.

Trading in crypto assets comes with significant risks, including volatile market price swings or flash crashes, market manipulation, and cybersecurity risks and risk of losing principal or all of your investment. In addition, crypto asset markets and exchanges are not regulated with the same controls or customer protections available in equity, option, futures, or foreign exchange investing.

Crypto asset trading requires knowledge of crypto asset markets. In attempting to profit through crypto asset trading, you must compete with traders worldwide. You should have appropriate knowledge and experience before engaging in substantial crypto asset trading. Crypto asset trading can lead to large and immediate financial losses. Under certain market conditions, you may find it difficult or impossible to liquidate a position quickly at a reasonable price.

The information herein is not intended to provide, and should not be relied upon for, accounting, legal or tax advice, or investment recommendations. You should consult your accounting, legal, tax or other advisors about the matters discussed herein.