Wealth Management Summit
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Wealth Management Summit

Modern Portfolio in 2021

Understanding Digital Assets and Other Portfolio Hedges in 2021 and Beyond

There’s a shift occurring in the family office space. In the past, family offices were considered to be conservative investors, but they are changing their tune as global macroeconomic shifts are underway.

Institutional investors and wealth managers are increasingly looking for some exposure to digital assets. More momentum is underway since COVID began, and family offices are asking the questions:

Should I hold Bitcoin or other digital assets? How can I go about implementing this change to my portfolio?

The event is finished.

Description

Blockchains 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:

  1. Portfolio Diversification
  2. Limited Correlation with Traditional Asset Classes
  3. 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 other recognized thought leaders in the digital asset and investment space including Alpha Sigma Capital, Dalma Capital, PAL Capital, etc.

To make sure attendees get a chance to ask questions, spots are limited. To sign up, fill out the form below and we’ll send you a calendar invite with all the relevant details.

The Wealth Management Summit will also be broadcasted in Decentraland at the Crypto Convention Center with breakout sessions at the GDA Capital HQ in Crypto Valley

Sponsors

Organizer

Axia Capital Bank
Axia Capital Bank
Website
https://axiacapitalbank.com/

Other Organizers

Elitium
Elitium
Website
https://elitium.io/
Fetch.ai
Fetch.ai
Website
https://fetch.ai/
GDA Capital
GDA Capital
Website
https://gda.capital/
GDA Wealth
GDA Wealth
Secure Digital Markets
Secure Digital Markets
Website
https://securedigitalmarkets.com/
XDB Foundation
XDB Foundation
Website
https://digitalbits.io/
Zignaly
Zignaly
Website
https://zignaly.com/

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