The strategies you’ve long used to help your clients achieve financial security in retirement will no longer succeed – because of unprecedented longevity and the rise of crypto and other exponential technologies
You’ll discover why the 60/40 glidepath is obsolete, how to replace it, and why crypto must be added as a key element for the diversified portfolios of the future.
By the end of this session, participants will be able to:
- Understand why traditional retirement strategies are no longer sufficient given rising longevity and accelerating technologies.
- Explain why the 60/40 glidepath is obsolete and identify more modern portfolio frameworks.
- Evaluate the role of crypto and other exponential technologies in building diversified, future-ready portfolios.
- Apply practical methods for integrating these new approaches into client retirement plans.
Meet Don Friedman, CEO I Digital Assets Council of Financial Professionals
Don has 24 years’ experience educating financial professionals on emerging asset classes and investment vehicles, including private equity, hedge funds, liquid alternatives, fixed income, MLPs, Smart Beta, digital assets and ETFs.
He was Co-Founder of Inside ETFs, the industry’s largest and most successful conference, and Chief Operating Officer, Executive Vice President and Board Member of ETF.com. Don also created Inside ETFs Europe (that continent’s largest ETF event), Inside Commodities (the largest institutional-focused US-based commodities event) and Inside Fixed Income (the world’s largest independently run fixed-income event).
After leaving ETF.com, he founded JV Events Group (JVEG) where he created “institutional investor only” events including the Liquid Alternative Strategy Summit, MLP Strategy Summit, Smart Beta Strategy Summit, ETF Strategy Summit and the Digital Asset Strategy Summit. He sold JVEG to DACFP in 2020 and is the CEO of both DACFP and its sister company, The Truth About Your Future with Ric Edelman.