Session #3: Investing in Cryptocurrency 101

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SESSION #3: Investing in Cryptocurrency 101


This is part 3 of an 8-part webinar course that is designed to support financial advisors in their efforts to have constructive and informed client engagements on digital asset investment opportunities.

Session Three provides a comprehensive introduction to the various types of digital investment products and strategies that are becoming more and more important to modern investment portfolios.

Participants of this webinar will learn contemporary portfolio structures as well as compliant ways to help clients gain exposure to cryptocurrencies.

Key items covered in this webinar include:

  • Deeper Dive into Blockchain Assets
  • The Types of Digital Investment Products Available
  • Cryptocurrencies as a Portfolio Diversifier
  • The Different Ways to Get Exposure to Blockchain Innovation & Cryptocurrencies
  • Active vs Passive Investing – Why Many Clients Prefer Active

Speaker: Jahon Jamali, CMO & Cofounder of Sarson Funds

Jahon Jamali is a leading expert on emerging technologies, global risk management and international relations.  After receiving his BA & MA from Johns Hopkins University, he began his career as a U.S. Intelligence Officer with the Pentagon’s Defense and Intelligence Agency. He has served worldwide as a trained human intelligence officer and former interrogator and is a recipient of the Defense Intelligence Agency Award for Excellence. Jahon is currently a renowned digital assets and crypto educator and community influencer. He is routinely sought by media to explain the current events in digital asset landscape and to explain the intersection of cryptocurrency blockchain technology and security. He has been  featured on Cheddar News, Real America’s Voice News, Forbes, Financial Times and NTD News.

Moderator: Dara Albright, Partner at Digital Wealth Education

Dara Albright is a recognized authority on fintech & digital wealth with a distinguished 29-year career in finance & the host of DWealth Muse podcast, appearing weekly on Digital Wealth News. She is also the co-founder of DWealth Ed, a novel financial EdTech platform offering incentivized learning for financial professionals, business executives and modern-day investors/consumers (“investumers”) as they seek to understand the monumental impact fintech is making on financial services, businesses and economies at-large.