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Now On Demand.
With bitcoin prices soaring and cryptocurrencies surpassing more than $2.5 trillion in market capitalization, financial advisors and institutions are increasingly considering strategic allocations to digital assets. In this webcast, we will analyze the technology behind digital assets, the blockchain, through a thematic lens. We will also discuss digital assets more broadly and the imperative for advisors to learn more about this emerging asset class.
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Ric Edelman is one of the most influential people in the financial services field, according toInvestment Advisor, RIA Biz and InvestmentNews. He was ranked 3 times as the nation’s #1 Independent Financial Advisor by Barron’s, is in the Research and Barron’s Advisor Halls of Fame, and received IARFC’s Lifetime Achievement Award. Ric created the first exponential technologies ETF and holds two patents.
He is a Distinguished Lecturer, William G. Rohrer College of Business, Rowan University, a member of the advisory boards of Stanford University’s Center on Longevity and the Milken Institute Center for the Future of Aging, and a member of the Global Blockchain Convergence. Ric taught at Georgetown University for 9 years and has lectured at Stanford, GWU, Pepperdine, and Roger Williams University.
Ric is also founder of the Funding Our Future Coalition, whose 50+ academic, non-profit, corporate and think-tank members strive to improve America’s retirement readiness, and with his wife Jean is founder of Edelman Financial Engines, the nation’s largest independent advisory firm. Ranked #1 by Barron’s and Consumer Reports, the firm manages $230 billion for 1.2 million households and provides 401(k) advice to 130 of the Fortune 500. Ric also founded the RIA Digital Assets Council, offering the Certificate in Blockchain and Digital Assets to financial advisors.
Championing financial literacy, Ric is ranked among the “100 Most Important Radio Talk Show Hosts” by TALKERS for his show of nearly 30 years, airing on 86 radio stations and reaching 1 million people weekly. He also hosts TV specials for PBS, and is a #1 New York Times best selling author of 10 books on personal finance, twice receiving the “book of the year” award from the Institute for Financial Literacy.
Ric and his wife Jean are benefactors of the Edelman Center for Nursing, the NVTRP Edelman Indoor Arena, and Rowan University’s Edelman Planetarium and Edelman Fossil Park. Rowan University’s Ric Edelman College of Communication & Creative Arts is named in his honor. |
Having joined Global X in 2013, Jay leads the firm’s research team, which originates the firm’s unique insights on the markets and ETFs. He also guides the planning and development of the firm’s strategic direction. Jay is a frequently cited expert in the financial media, including CNBC, Bloomberg, and The Wall Street Journal. Prior to joining Global X, Jay was a business analyst at the New York Stock Exchange (NYSE), in the ETF and Indexing Group, where he helped to launch hundreds of ETFs on the NYSE Arca trading platform. Jay holds a BA from Emory University in International Studies and an MBA from Columbia Business School. He is also a CFA charterholder. Follow Jay on Twitter:@JayJacobsCFA |
Pedro joined Global X in 2019 as a Research Analyst covering the Thematic Growth suite of ETFs, including those in the Technology, People, and Infrastructure categories. Prior to joining Global X, Pedro held the role of Equity Research Analyst at Cabot Wealth Management where he worked on the firm’s growth-oriented investment strategy, utilizing ETFs to construct multi-asset class portfolios. Pedro earned his MBA from the Bertolon School of Business at Salem State University and a BA from Universidad Católica Andrés Bello (UCAB) in Venezuela. Pedro is fluent in Spanish and conversational in Italian. Follow Pedro on Twitter: @ppalandrani_gx |
