Turning Crypto Uncertainty Into a Portfolio Strategy Conversation

Join us for a timely discussion that puts the recent crypto drawdown into context through a historical look at past crypto corrections and what typically followed. We’ll discuss how advisors can address client anxiety and guide allocation decisions during periods of volatility. The webcast will provide a practical playbook with tactics advisors can put to work right now, including:

  • Tax-loss harvesting to offset portfolio-wide gains using current losses ahead of year-end.
  • Covered calls to generate yield on existing holdings while riding out volatility.
  • In-kind transfers to reposition without realizing a taxable event.


Finally, we’ll examine where the opportunity may live next, highlighting promising protocols and sectors worth watching.



Speakers

Zach Pandl

Managing Director, Head of Research

Matt Murphy

Managing Director, Head of Wealth Management

September 30, 2026 | 3:00pm ET

Turning Crypto Uncertainty Into a Portfolio Strategy Conversation

Accepted for | 1 CFP / IWI / CFA CE Credit

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