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Investment Planning Knowledge Circle: Crypto Masterclass: A Primer for the FPA

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Includes a Live Web Event on 07/24/2024 at 1:00 PM (MDT)

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

Grayscale Investments

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

Research Associate

Grayscale Investments

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.

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Investment Planning Knowledge Circle: Crypto Masterclass: A Primer for the FPA
07/24/2024 at 1:00 PM (MDT)  |  60 minutes
07/24/2024 at 1:00 PM (MDT)  |  60 minutes 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.
Course Evaluation
7 Questions
Certificate of Completion
0.0 CFP CE credits  |  Certificate available
0.0 CFP CE credits  |  Certificate available