The digital asset landscape has matured beyond early speculation, establishing itself as a legitimate and rapidly evolving component of modern investment management. Crypto Foundations: The Case for Crypto – A Focus on Advised Portfolios is designed to equip financial professionals with the foundational knowledge and analytical framework needed to understand and confidently discuss cryptoassets with clients. This session demystifies the technology and investment rationale behind Bitcoin, Ethereum, and other leading digital assets, connecting them to traditional investment theory and portfolio construction principles. Attendees will gain insight into what differentiates blockchain-based assets from conventional investments, examining their underlying utility, risk drivers, and potential roles in diversified portfolios.
The session will present an evidence-based exploration of crypto’s historical performance, correlations, and market structure, with practical emphasis on due diligence and regulatory considerations. Participants will learn how institutional adoption and evolving ETF structures have transformed cryptoasset accessibility for both retail and high-net-worth clients. Real-world case studies will help bridge theory and implementation, showing how advisors can align crypto exposure with client goals, risk tolerance, and time horizons. By grounding these insights in modern portfolio management frameworks, this presentation enables CFP holders to translate curiosity about digital assets into informed guidance.
Meet Connor Sweet I Grayscale Vice President- Distribution
Connor joined Grayscale in 2024 and serves as Vice President of Distribution, where he supports financial advisors in navigating the evolving digital asset landscape. With a professional background in wealth management, Connor previously managed client assets at Merrill Lynch's Global Wealth and Investment Management Division, serving high-net-worth individuals. Since 2019, Connor has dedicated his career to crypto asset management, guiding financial advisors, family offices, and institutions in evaluating and implementing digital asset strategies. Drawing on extensive experience across both traditional and emerging asset classes, Connor provides practical insights on integrating crypto into a variety of client portfolios. He holds a B.S. in Environmental Economics and Policy from the University of California, Berkeley.
