Panel Discussion – Wealth management meets digital assets: A practical guide to helping your clients

Lee Eaton of Independent Reserve

Dec 1, 2022

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For institutional, professional investors and financial intermediaries only and not for retail or public use.

Panel Discussion – Wealth management meets digital assets: A practical guide to helping your clients

  • The state of crypto
  • Operational flow: Integration & Reporting
  • Operational Risk management
  • Keeping your clients' assets safe: Custody/Insurance & security
  • Securing your estate: Asset protection
  • What is next for crypto?

 

Chair

Lee Eaton
Head of Business Development
Independent Reserve

Panel Members

Lasanka Perera 
COO
Independent Reserve

Mauricio Ribeiro
Partner & CEO
MOIQ Capital

Philip Brett
Institutional Sales
Fireblocks

Christopher O'Meara
Chief Executive Officer
Conduit Securities

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