A Webinar Series  •  The Value Exchange

An Advisor's Guide to Digital Assets

Join us on Thursday, September 26th, from 11:00 a.m. – 12:00 p.m. EDT for “The Value Exchange: An Advisor’s Guide to Digital Assets.”

In the third installment of the 2024 Value Exchange series, host Chris Kuiper (Director of Research at Fidelity Digital Assets℠) and Matt Horne (Head of Digital Asset Strategists at Fidelity Digital Asset Management) will offer a comprehensive look into how advisors can effectively integrate digital assets into their client portfolios. Chris and Matt will also be joined by two advisors who will share real-world examples of how they view digital assets and how they operationally moved into the space.

Featured topics:

  • The fundamentals of Bitcoin and Ethereum
  • An overview on digital asset exchange-traded products (ETPs)
  • Best practices for educating clients about digital assets
  • Case studies showing the successful integration of digital assets


Who should attend:

  • Financial advisors
  • Wealth managers
  • Investment professionals
  • Anyone interested in future trends of digital assets


Reserve your spot now to listen in on the conversation and participate in a live Q&A during the webinar.

Please submit the form to request attendance and a confirmation will be provided prior to the event with your access details.

Featured Guests:

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Christopher Kuiper, CFA®, Director of Research at Fidelity Digital Assets

Chris Kuiper is Director of Research for Fidelity Digital Assets, which provides enterprise-grade digital asset solutions for institutional investors. Chris contributes to and oversees the research creation process, working closely with sales and marketing to provide leading education and resources to clients.

Prior to joining Fidelity Digital Assets, Chris served as Vice President of equity research at CFRA Research, one of the largest independent global investment research providers. There he covered financial exchanges as well as payment and fintech companies, while also expanding CFRA’s research capabilities to include bitcoin and led the creation of CFRA’s research methodology. Chris also previously served as a research analyst at various asset management firms, as well as a research fellow at the Mercatus Center, a university-based public policy research center where he focused on technology- and finance-related public policy issues.

Chris holds an MA in Economics from George Mason University as well as a BA in Business Administration from Dordt University. Chris Kuiper is a CFA® charterholder.

Matt Horne, Head of Digital Asset Strategists at Fidelity Digital Asset Management

Matt Horne is the head of business development for Fidelity Digital Asset Management at Fidelity Investments. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, and individuals.

In this role, Mr. Horne is responsible for business development where he collaborates with investors to help navigate the emerging digital asset space and manage digital assets alongside their broader portfolio of investments. He has held various roles across Fidelity’s asset management business and distribution channels, helping to launch and build out Fidelity’s ETF business. Prior to joining Fidelity, Matt was a Lieutenant Commander in the US Navy where he served as a nuclear submarine officer.

Matt earned his bachelor of arts in economics from Holy Cross and his master of business administration from Boston College. He also holds the Financial Industry Regulatory Authority (FINRA) Series 7, 63, and 24 registrations and is a CFA® charterholder.

Brian Murphy, Founder of Pariveda Investment Management and Co-founder of Kivalia, Inc.

Brian Murphy is the founder of Pariveda Investment Management, a traditional Registered Investment Advisor based in Mountain View, CA and co-founder of Kivalia, Inc., a digitally native financial advisory service targeted to consumers. Brian received a BS from Northwestern University, an MBA from The Wharton School, is a CFA charterholder and is well versed in quantitative techniques applications in personal finance. He is a strong proponent of bitcoin as a protocol technology for the next generation economy.

Jackson Wood, Portfolio Manager and Advisor at Freedom Day Solutions

Jackson Wood is a Portfolio Manager and Advisor at Freedom Day Solutions, an independent RIA. Jackson first purchased bitcoin in 2012 after reading Satoshi’s whitepaper in college. Jackson holds an MBA and currently manages a crypto SMA for the firm clients.

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The information herein was prepared by Fidelity Digital Asset Services, LLC (“FDAS LLC”) and Fidelity Digital Assets, Ltd (“FDA LTD”). It is for informational purposes only and is not intended to constitute a recommendation, investment advice of any kind, or an offer to buy or sell any asset. Perform your own research and consult a qualified advisor to see if digital assets are an appropriate investment option.

Digital assets are speculative and highly volatile, can become illiquid at any time, and are for investors with a high-risk tolerance. Investors in digital assets could lose the entire value of their investment. Digital assets may also be more susceptible to market manipulation than securities. Digital assets are not insured by the Federal Deposit Insurance Corporation or protected by the Securities Investor Protection Corporation.

Only certain Fidelity Digital Assets related entities are regulated. FD Funds Management, LLC (FDF), a Delaware limited liability company, provides digital asset management services. FDF is not currently overseen by a regulator.

Accounts for and custody and trading of digital assets are provided by Fidelity Digital Asset Services, LLC, which is chartered as a limited purpose trust company by the New York State Department of Financial Services to engage in virtual currency business (NMLS ID 1773897). FDA LTD relies on FDAS LLC for these services. FDA LTD is registered with the Financial Conduct Authority under the U.K.’s Money Laundering Regulations. The Financial Ombudsman Service and the Financial Services Compensation Scheme do not apply to the cryptoasset activities carried on by FDA LTD.

This information is not intended for distribution to, or use by, anyone in any jurisdiction where such distribution would be contrary to local law or regulation. Persons accessing this information are required to inform themselves about and observe such restrictions.

FDAS LLC and FDA LTD do not provide tax, legal, investment, or accounting advice. This material is not intended to provide, and should not be relied on, for tax, legal, or accounting advice. Tax laws and regulations are complex and subject to change. You should consult your own tax, legal, and accounting advisors before engaging in any transaction.

This material may be distributed by the following entities, none of whom offer direct exposure, nor provide clearing or custody for digital assets: Fidelity Distributors Company LLC (“FDC”), National Financial Services LLC (“NFS”), or Fidelity Brokerage Services LLC (“FBS”). FDC, NFS, and FBS, and their representatives, may have a conflict of interest in the products or services mentioned in these materials because they have a financial interest in them, and receive compensation, directly or indirectly, in connection with the management, distribution, and/or servicing of these products or services.

Views expressed are as of the date indicated, based on the information available at that time, and may change based on market and other conditions. Unless otherwise noted, the opinions provided are those of the authors and not necessarily those of Fidelity Investments or its affiliates. Fidelity does not assume any duty to update any of the information.

The Chartered Financial Analyst (CFA) designation is offered by the CFA Institute. To obtain the CFA charter, candidates must pass three exams demonstrating their competence, integrity, and extensive knowledge in accounting, ethical and professional standards, economics, portfolio management, and security analysis, and must also have at least 4,000 hours of qualifying work experience completed in a minimum of 36 months, among other requirements. CFA® is a trademark owned by CFA Institute. Fidelity Digital Assets and the Fidelity Digital Assets logo are service marks of FMR LLC. © 2024 FMR LLC. All rights reserved.

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