Tax-Loss Harvesting in Crypto: A Timely Opportunity for Financial Advisors – Bitwise Asset Management – 10.19.22

Summary:

Now On Demand

Crypto assets are volatile. This creates special challenges and opportunities for financial professionals. As we enter the final months of the year, we know advisors are taking stock of 2022 and looking ahead to tax season.

In this hour-long webinar, Bitwise CIO Matt Hougan and Director of Research David Lawant will unveil data from the latest Bitwise white paper on tax-loss harvesting in crypto, analyzing how savvy tax strategies would have historically impacted returns for crypto investors. This paper will also be available to download during the webinar.

Topics include:

• How tax-loss harvesting strategies may be used to generate “tax alpha” and potentially increase post-tax returns
• Risks of executing tax-loss harvesting strategies in crypto
• The latest regulatory developments impacting the crypto space

Speakers:

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, Advisor Circle, and Exchange.

David Lawant is the Director of Research at Bitwise Asset Management. Previously, he worked for over ten years as an equity research analyst for JP Morgan and the largest investment bank in Latin America. David was ranked 13 times in the Institutional Investor Ranking among the leading analysts in his space. David holds a BA in Electrical Engineering from Sao Paulo’s University and a Master of Science in Management degree from the Stanford Graduate School of Business. He was also a co-author of the guide to Bitcoin, Blockchain and Cryptocurrency for Investment Professionals published by the CFA Research Institute.