The Wealth | Crypto Podcast explores how crypto/DeFi are are revolutionizing the wealth management industry.
Hope you enjoy!
Check out the website here: https://www.thewealthcryptopodcast.com/
Ellen is the President @ Families & Work Institute, a nonprofit organization dedicated to providing research for living in today’s changing workplace, changing family, and changing community. Families and Work Institute practices civic science in addressing the most pressing problems in work life, family life, and children’s/adolescents’ development.
Neale is the CEO @ Children's Financial Network, a company focused on educating children about money from a young age. She is also an author and written extensively over the course of her career on educating children and women about money.
Ron is a Co-Founder & CEO @ Theoriq, a blockchain AI company focused on creating decentralized AI agents for business and retail use cases.
Chris is the COO and Co-Founder of Bitcoin IRA. He returns to the podcast to give us an update on Bitcoin IRA and the market in general.
Faryar is the Chief Policy Officer @ Coinbase, he is responsible for all things policy and regulation that affect Coinbase.
Frederik is the CEO of The Cardano Foundation, a non-profit dedicated to advancing Cardano as a public digital infrastructure.
Henry is the CEO of AgriDex, a blockchain platform to enable smoother and easier trade of international food products.
Nathan & Ali are Co-Founders at Kaskade Protocol. Kaskade is a DEX that also helps drive deeper liquidity to new protocols.
Gregory is a Co-Founder & Lead Architect @ M^0. M^0 is standardized stablecoin infrastructure for institutions to issue their own stablecoins.
Dr. Merav Ozair is a Leading Emerging Technologies Expert. Her work focuses on Artificial Intelligence and Blockchain Technologies. She is also an author and teacher.
Aaron is the Head of Operations at the Moonbeam Foundation. Moonbeam is a layer 1, EVM compatible blockchain deployed on Polkadot that is focused on scalability and interoperability.
Samuel is the Head of Community at Daylight Energy, an energy platform leveraging blockchain infrastructure to reward homeowners for the excess capacity generated by their renewable energy systems.
Taha is the CTO of Ferrum Network, an interoperable L1 network designed to communicate and connect with every blockchain. Ferrum enables a frictionless environment for developers to deploy across chains and for users to fully engage in Web3.
Burnt Banksy gained some crypto notoriety when he burned an actual Banksy as an NFT stunt. Burnt Banksy is also a core contributor to the XION blockchain, a layer 1 purpose built for consumer adoption.
Bam is the CEO and Co-Founder of Mesh. Mesh is a modern financial operating system that allows embedded finance for crypto.
Feyo is a Partner at Florin Digital, a liquid venture capital firm specializing in digital assets.
Annelise is the Chief Business Officer @ Kadena, a scalable layer 1 proof of work blockchain. She is also the author of "From Hoodies To Suits".
Anna is the CEO & Co-Founder of Bequest, an estate planning platform for all types of digital assets from crypto to your iCloud.
Pierre is the CEO of Usual, a stablecoin protocol. He is also a former member of the French Parliament having served in President Macron's administration. Pierre brings a unique perspective as a former regulator and now CEO of a crypto startup.
Chris is the President at CoinFund, a crypto asset management firm. CoinFund is focused on everything crypto from venture to liquid strategies and from DeFi to gaming.
Tyler Perry-Smith is the CEO @ Peach, a blockchain development company primarily focused on Bitcoin but also working across other blockchains. One of their primary projects focuses on Bitcoin Ordinals.
Tom Sosnoff is a Co-Founder at Tasty Trade, an online brokerage focused primarily on options. Tasty Trade also offers crypto trading and wallet services. Tom is also one of the thinkorswim Co-Founders.
Thomas Shea is a Partner & Principal for EY's digital asset tax business. He consults with a variety of crypto native businesses as well as TradFi businesses.
Chris is the COO and Co-Founder of Bitcoin IRA. Bitcoin IRA is a crypto investing platform that allows investors to invest directly in crypto inside an IRA account structure.
Sandy is a Senior Vice President at Franklin Templeton and Head of Digital Asset & Investment Advisory Services. Sandy has great perspective on everything TradFi to DeFi & Crypto.
John is the President at CBOE Digital. CBOE Digital is a subsidiary of CBOE and provides a variety of products & services to institutional firms in digital asset markets.
Christian is the Chief Investment Officer at Liberty Street Funds. Liberty Street offers niche asset classes to independent financial advisors and investors. Liberty Street seeks to identify independent asset managers who excel at managing strategies less trafficked by Wall Street.
Adam is the Co-Head of Sales at Copper. Copper provides custody, clearing and prime services for digital assets.
Prathyush is the Head of Strategy & DeFi at Zoth.io. Zoth.io is an ecosystem that connects Traditional Finance with Onchain Finance.
Caspar is a Co-Founder at Quantena a software developer for decentralized finance applications. They are currently working on D8X, a DeFi perpetual futures platform.
Gabby is a Sr. Fellow at AI2030 - a non profit forum advancing responsible innovation in the field of AI. She also serves as an Operational Advisor to TCS (transportation trade finance to the blockchain) in addition to her leadership roles at the Association for Women in Cryptocurrency, the Anti-Human Trafficking Intelligence Initiative, and the Inclusive Design Institute.
Naj is a Co-Founder @ C1 Holdings, a crypto focused investment vehicle. He is also an investor, board member and...generally, crypto enthusiast. He does a lot of things but his most recent big project is a spot BTC ETF focused in Asia.
Brian is the current CEO of Diamond Lake Minerals. Diamond Lake Minerals specializes in the development and support of digital assets, specifically SEC-registered security tokens. Brian is also a long time investor and entrepreneur.
Jordi is the President & Chief Investment Officer @ Weiss Multi-Strategy Advisers, a market neutral hedge fund. Jordi consults with a broad array of institutional & high net worth clients on a variety of investment themes from tradfi to crypto.
Roy is the Founder of LightLink, a layer 2 scaling solution built on Ethereum. He is also the founder of Pellar, a consultancy focused on enterprise blockchain applications.
Armando is the Founder of Meadow Ventures, a seed stage crypto/blockchain venture capital firm. He also consults on a variety of web 3 projects in the space.
Anthony is the CEO of the Provenance Blockchain Foundation. Provenance Blockchain Foundation is responsible for the Provenance Blockchain which is a layer 1 purposefully built for financial services.
Lisa is the Chief Strategy Officer at Airtm. Airtm is a digital wallet that allows you to receive payments, access your money in e-wallets and convert to local currency.
Ilya is the Director of Digital Assets at Haruko. Haruko provides vertically integrated blockchain infrastructure and an all-in-one digital asset platform for institutional investors. Haruko's tech solution enables front and back-office teams seamless connectivity across CeFi exchanges and DeFi protocols, offering a detailed real-time view of all your digital asset exposures and risks.
Josh is the Co-Founder of The Standard, a decentralized lending platform, run by a DAO that focuses on hard and soft assets as collateral. The protocol will have the ability for users to issue multiple fiat pegged algorithmic stablecoins starting with "Standard Euro" then USD, YEN and more to be rolled out.
Lee is the Founder & President of the Texas Blockchain Council, a non-profit advocacy group for blockchain and cryptocurrency regulation and policy.
Tyrone is the Co-Founder and CEO of Turnqey Labs an API developer platform providing view-only, real-time data aggregation; for performance reporting on held-away Cryptoassets.
Katherine is the Chief Legal Officer for Cboe Digital, a U.S. regulated exchange and clearinghouse for spot crypto and crypto derivatives markets. She is responsible for all things digital assets and legal at Cboe DIgital.
Luca is the COO of Valmar Capital, a digital assets multi-manager and multi-strategy platform that brings together a broad array of crypto strategies and emerging talent.
Erik is the Senior Digital Research Analyst at Global X ETFs where he covers their two crypto ETFs.
BKCH Blockchain ETF & BITS Blockchain & Bitcoin Strategy ETF.
Todd is the Chairman & CEO of Spirits Capital, an alternative investment platform that tokenizes ownership of premium American Whiskey through its Cask Investment Deeds.
Chris is the Founder of Klink Finance, a gamified crypto investment platform focused specifically on prize linked savings.
Huf is the Co-Founder of Pear Protocol, a one click crypto pairs trading platform. Before getting into crypto, Huf worked in London as a trader.
David is the Founder of CKC Fund, a crypto hedge fund, and Chairman of CKC Growth Studio, a consultancy focused on crypto and blockchain projects.
Dr. Merav Ozair is a leading expert on Emerging Technologies (Web3, AI, metaverse.) She has a consultancy focusing on the implementations of emerging technologies, and she is also a FinTech Professor at Wake Forest. Please visit her website: https://www.doctorblockchain.io/
Merav is a nationally recognized leader in blockchain, cryptocurrency and web3. She runs a consultancy focused on crypto and is also a professor at NYU.
Alexander is the Founder of My Crypto Advisor, a consulting business focused on helping individuals and businesses engage with crypto, defi and web 3.0.
Alexander is the Founder of My Crypto Advisor, a consulting business focused on helping individuals and businesses engage with crypto, defi and web 3.0.
Marcelo is the Co-Founder and CEO at Hashdex, Latin America's largest crypto asset manager.
Paul is the Co-Founder and Managing Partner of TwinFocus, a multi-family family office serving the UHNW globally.
Dasarte is the Founder & CEO of Yarnway Wealth Management, a financial planning firm based in Sacramento, CA.
Sandy is a Senior Vice President at Franklin Templeton focused on Advisory & Thought Leadership for their digital assets business.
Mike is the Managing Director of CryptoBull Capital, a digital assets hedge fund based in Denver, CO.
LinkedIn: https://www.linkedin.com/in/mike-klein-5506b31b/
Website: https://www.mycryptobull.com/
Jacki is the Chief Communications Officer for My Crypto Advisor, a consultant that helps individuals and businesses understand web 3 tools.
Jacki is also the Founder of Whelmness Prodcutions, a personal project of hers where she explores digital art, web 3 and NFTs.
Will is the Co-Founder & CEO of EMG Advisors. EMG's flagship ETF: CHRG invests exclusively in the base metals at the core of the electric and battery revolution.
John is a Managing Partner at Integrity Marketing Group, one of the largest IMOs in the United States.
Larry is the CEO at Presults, a financial services data archiving solution, and also has extensive experience in financial services and technology.
Boomer Saraga is the Founder & CEO of Khelp Financial. Khelp is a digital asset manager.
Greg is a financial advisor & financial planner who also is involved in sales & product development at Snappy Kraken.
Ric Edelman is the founder of the Digital Assets Council of Financial Professionals, an organization dedicated to giving financial professionals the ability to establish expertise in blockchain technology and digital assets.
Ric Edelman is the founder of Edelman Financial Engines, the largest RIA in the United States. He is also the founder of the Digital Assets Council of Financial Professionals, an organization dedicated to giving financial professionals the ability to establish expertise in blockchain technology and digital assets.
Ric Edelman is the founder of Edelman Financial Engines, the largest RIA in the United States. He is also the founder of the Digital Assets Council of Financial Professionals, an organization dedicated to giving financial professionals the ability to establish expertise in blockchain technology and digital assets.
Greg Johnson is the Co-Founder & CEO of Rubicon Crypto, a digital asset manager covering RIAs, individual investors and institutional investors.
Aaron is Head of Intermediary Sales at Valkyrie and Josh is Head of Research at Valkyrie. Valkyrie is a crypto asset manager covering SMA, Trusts, ETFs and Hedge Funds.
Paul is Head of Portfolio Risk & Construction at Khelp Financial, a crypto asset manager. Paul is a former TradFi guy who got his start as a PM at UBS, then Celsius and currently at Khelp.
Lex is the Head Economist of Consensys, a blockchain technology company focused primarily on Ethereum (other blockchains as well). Most people familiar with crypto will have heard of MetaMask, this is a Consensys product. Consenys is focused on DeFi, NFTs and Web 3/DAO governance. My conversation with Lex focuses on how Consensys interacts with wealth management...obviously!
Charlie is the President of Social Advisors, a business development company focused on wealth management. Charlie and I talk about the importance of knowing your niche and the best way to differentiate yourself...obviously with a crypto slant.
Pawan is the CEO & Co-Founder of Mudra Capital, a crypto asset manager. We talk about technology, crypto and the metaverse.
Kevin and I talk about crypto and the value prop advisors need to consider around advising on it.
Jeff runs VA Staffer (a remote staffing agency) and is also really involved in the crypto gaming space. We talk about how to look at crypto gaming as potential investments.
Brad runs Thor Financial Technologies, an investment manager that focuses on crypto and traditional asset classes.
Zechariah runs Ascent Personal Finance where he focuses solely on financial planning, particularly for clients heavily invested in crypto.
Peter is the CIO of Plancorp, an RIA based out of St. Louis, MO. He was also recently named Top 10 Advisors of 2022 by Investopedia.
Ryan is an investment officer at a large, public pension fund and a former fund accountant at State Street.
Greg is a financial advisor who runs his own RIA and also in sales/product development at Snappy Kraken.
Tyler is currently a fund controller at Carta. He currently supports traditional finance as well as Carta's new crypto business.
Brief description of the goals of the podcast. I want to be a resource for financial advisors and the wealth management space to understand developing crypto/DeFi solutions for the wealth management industry and their clients.
DISCLOSURE: The information in this podcast is educational and general in nature and does not take into consideration the listener’s personal circumstances.Therefore, any and all information presented in this podcast IS NOT intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making any decision.