Modern Portfolio in 2021: Understanding Digital Assets and Other Portfolio Hedges in 2021 and BeyondEvent Website: https://www.eventbrite.com/e/wealth-management-summit-tickets-144335071083Date And TimeWed, Mar 24, 2021, 9:00 AM - Thu, Mar 25, 2021, 9:00 PM EDT
About this EventBlockchains and digital assets have entered mainstream consciousness, and with companies like MicroStrategy, Square, and now Tesla all electing to convert portions of their balance sheet to Bitcoin, it’s clear a shift is happening.
Bitcoin and digital assets provide 3 major benefits that family offices find attractive:
Portfolio Diversification
Limited Correlation with Traditional Asset Classes
Exposure to Disruptive Technology
The vision of GDA's Wealth Management Summit is to explore what the modern portfolio will look like in 2021 and onwards.
Interest rates at sustained lows and bonds now providing little-to-no yield is forcing portfolio managers to change their approach to the traditional 60/40 equity-to-bond ratio. Many family offices, foundations, and other “smart money” are beginning to explore investments in the digital asset space.
GDA's recent Global Family Office Summit had spectacular feedback from attendees, who enjoyed fireside chats and insights delivered by established thought leaders in the digital asset and investment space including Alpha Sigma Capital, Dalma Capital, PAL Capital, etc.