Bitcoin 101: Everything you need to know but were afraid to ask – AdvisorEngine – 5.2.24

Overview:
Title: Bitcoin 101: Everything you need to know but were afraid to ask
Date: Thursday, May 2, 2024
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

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Summary:

Now On Demand

Bitcoin recently reached all-time highs, and clients are clamoring to know more. Are you avoiding the topic because you just don’t know where to begin? Join a candid conversation with Sandy Kaul, Franklin Templeton’s Head of Digital Asset and Industry Advisory Services and AdvisorEngine Action! Magazine’s Suleman Din, as they discuss the phenomenon of the crypto ecosystem and why advisors who have been on the fence may want to pay attention.

Among the topics they’ll cover:

  • How bitcoin actually works – and why it’s important to understand
  • How bitcoin has evolved over time, including most recently with the ability to gain exposure using an ETF
  • How to talk to your clients about bitcoin, including:
    • What role can it can play in a portfolio
    • How to think about “the right time” to get exposure

Speakers:
Sandy Kaul Sandy Kaul Head of Digital Asset and Industry Advisory Services Franklin Templeton

Sandy provides advisory consulting for the firm and thought leadership as part of the Franklin Templeton Institute. She delivers actionable intelligence and insights on the future of the investment and wealth management industry for the firm and its clients.

Ms. Kaul has cultivated deeply informed insights and has an extensive background in driving market-leading research, thought leadership and predictive models centered on the evolution of the investment and wealth management industry. She identifies and champions opportunities to address industry advancements and drive transformation, with a focus on innovative distribution trends and digital disruption. She delivers strategic insights to inform the firm’s decision-making on partnerships and investments, including within Franklin Templeton’s growing digital asset business.

Ms. Kaul has over 25 years of well-rounded industry experience and is a frequent speaker at industry events and a widely published author. She combines her unique blend of sell-side, buy-side and consulting insights to drive her research and thought leadership around what constitutes best practices and where innovation is occurring.

Ms. Kaul joined Franklin Templeton in 2022 from Citi, where she served as Managing Director and Global Head of Business Advisory Services, and launched and built out the Citi’s Business Advisory Services practice, a market leading provider of industry thought leadership spanning Citi’s Markets and Global Wealth organizations.

Ms. Kaul holds a bachelor’s degree in history and political science from Colgate University.
Suleman Din Suleman Din Advisor Intelligence Lead AdvisorEngine

Suleman is editor-in-chief of Action!, a magazine with actionable content for wealth management leaders.

Previously, Suleman oversaw technology coverage for American Banker and Financial Planning. At Financial Planning, he launched ReinventWealth, the first newsletter dedicated to covering the evolution of digital wealth management and helped establish its INVEST conference. Suleman was a contributing editor to Knowledge@Wharton, the online business journal of the Wharton School of Business, and reported for the Newark Star-Ledger, where his coverage of the Asian tsunami in 2004 earned him a finalist nod for the Livingston Awards.
WHAT ARE THE RISKS?

All investments involve risks, including possible loss of principal. Blockchain and cryptocurrency investments are subject to various risks, including inability to develop digital asset applications or to capitalize on those applications, theft, loss, or destruction of cryptographic keys, the possibility that digital asset technologies may never be fully implemented, cybersecurity risk, conflicting intellectual property claims, and inconsistent and changing regulations. Speculative trading in bitcoins and other forms of cryptocurrencies, many of which have exhibited extreme price volatility, carries significant risk; an investor can lose the entire amount of their investment. Blockchain technology is a new and relatively untested technology and may never be implemented to a scale that provides identifiable benefits. If a cryptocurrency is deemed a security, it may be deemed to violate federal securities laws. There may be a limited or no secondary market for cryptocurrencies.

Digital assets are subject to risks relating to immature and rapidly developing technology, security vulnerabilities of this technology, (such as theft, loss, or destruction of cryptographic keys), conflicting intellectual property claims, credit risk of digital asset exchanges, regulatory uncertainty, high volatility in their value/price, unclear acceptance by users and global marketplaces, and manipulation or fraud. Portfolio managers, service providers to the portfolios and other market participants increasingly depend on complex information technology and communications systems to conduct business functions. These systems are subject to a number of different threats or risks that could adversely affect the portfolio and their investors, despite the efforts of the portfolio managers and service providers to adopt technologies, processes and practices intended to mitigate these risks and protect the security of their computer systems, software, networks and other technology assets, as well as the confidentiality, integrity and availability of information belonging to the portfolios and their investors.

Any companies and/or case studies referenced herein are used solely for illustrative purposes; any investment may or may not be currently held by any portfolio advised by Franklin Templeton. The information provided is not a recommendation or individual investment advice for any particular security, strategy, or investment product and is not an indication of the trading intent of any Franklin Templeton managed portfolio.

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