Crypto Masterclass: A Primer for the FPA

When:  Jul 24, 2024 from 15:00 to 16:00 (ET)

The July 2024 Investment Planning Knowledge Circle will be held on Wednesday, July 24th at 3 pm ET.

Guest speakers Brooke Stoddard and Michael Zhao with Grayscale Investments will be presenting, "Crypto Masterclass: A Primer for the FPA."

This had been a monumental year for crypto with the emergence of Bitcoin ETFs.  Join us to learn what crypto truly is and why it matters.  Explore how advisors are adopting it into their practice and why you should consider an allocation as well.

Brooke Stoddard is the Vice President on the client team at Grayscale Investments. Since joining Grayscale in 2019, Brooke has educated institutional and high net worth investors about the digital currency asset class and helped to raise billions of dollars in new capital into Grayscale products. Prior to joining Grayscale, Brooke was a private wealth advisor at Goldman Sachs, where he advised institutional and high net worth investors on asset allocation strategies and portfolio management. Brooke earned his Bachelor of Arts in History from Princeton and his MBA from Wharton at the University of Pennsylvania.

Michael Zhao is a Research Associate at Grayscale Investments, analyzing the broader crypto market and educating investors using macro data, on-chain metrics, tokenomics, and smart contract analysis. Before joining Grayscale, Michael was a Senior Analyst at FCP, focusing on the real estate private equity market. He holds a Bachelor’s in Accounting and Finance from Georgetown University.