DeFi Demystified with Sowell Wealth Management

SEPTEMBER 16, 2021 | 3:15pm – 4pm ET

While Bitcoin and Ethereum have garnered most of the attention in the digital asset space, DeFi (Decentralized Finance) and it’s utility is growing at an exponential pace.

Join us for a conversation with IDX’s CIO Ben McMillan as we walk through the difference between Bitcoin/Ethereum and DeFi, and the opportunity that DeFi presents for wealth managers and financial advisors.

Moving from Zero: Prudent Investment Exposures in Digital Assets

SEPTEMBER 23, 2021 | 12:30pm ET

Join us for a conversation with Opalesque’s Founder Matthias Knab, where we’ll go into detail on how to systematically manage risk within the rapidly developing digital assets ecosystem.

The webinar will focus around wealth managers and the institutional community, and how said entities can gain access to this highly volatile asset class through risk-managed strategies.

Compliance and Digital Assets: What Advisors Need to Know

OCTOBER 18, 2021 | 12:30-1:30 EST

The IDX team will sit down with Key Bridge Compliance to discuss Bitcoin and the Blockchain at a high-level, as well as the legal and compliance side of advisors and wealth managers investing in digital assets.

Compliance has become a looming issue for advisors looking to dip the toe into digital assets, and we’ll cover how wealth managers can think about getting access to the asset class.