ESG, Crypto & NFT

HOST

Diana Britton
Managing Editor

WealthManagement.com

Thursday

2:00 PM ET

11:00 AM PT

How to talk to your clients about ESG, Crypto and NFT

2022 has already thrown some curve balls at us. Asset categories like crypto have dramatically risen in popularity, and the macroeconomic climate continues to create challenging situations. This panel is made up of leading advisors with top entertainment and music clients. These clients have demanding needs from a privacy, cyber-security, technology, investment and risk perspective — and these will serve as best practices for ALL clients.  

This webinar will focus on:

• The balance between human vs automated
• The role of ESG
• Finding yield in today’s environment
• How to talk to clients about crypto and NFTs

PRESENTER

Louis Barajas, MBA, CFP®, EA

Co-Founder and CEO
Business Management LAB 

PRESENTER

Elizabeth Campos

Director of Business Management
Manhattan West Asset Management, LLC

PRESENTER

Julian Schubach

VP, Wealth Management
ODI Financial