FPA DFW Chapter Meeting - November 12

Online registration is open through November 11.

Parking in the Fort Worth Club garage will be validated. Parking will not be validated for outside lots.

Agenda

• 10:30 AM - 11:00 AM - Check in and networking opportunities
• 11:00 AM  - 11:10 AM - Welcome, Announcements, Opening Remarks
• 11:10 AM - 11:20 AM - Sponsor Spotlight - Avantis
• 11:20 AM - 12:10 PM - Part I - The Case for Digital Assets in an Advisory Practice
• 12:10 PM - 12:40 PM - Lunch & Networking
• 12:40 PM - 1:30 PM - Part II - Hedging in an ETF Wrapper

CE Credits

2 CFP, 2 CPA, 2 CIMA CE credits. You will be asked to sign in when you arrive in order to be eligible for credit. FPA DFW will report all credits to the CFP® Board following the event.

Chapter Meeting Topics & Speakers

Part I - The Case for Digital Assets in an Advisory Practice

Matthew Kolesky, CDAA I Director at Arbor Digital
1 CFP, CPA, CIMA CE

In today's rapidly evolving financial landscape, digital assets have emerged as a pivotal component for advisory practices seeking to remain competitive and relevant. This comprehensive program, titled "The Case for Digital Assets in an Advisory Practice," is designed to equip financial advisors with the knowledge and tools necessary to effectively incorporate digital assets into their client offerings. Participants will delve into several key learning objectives, starting with understanding an appropriate allocation to digital assets within a diversified portfolio. As more investors express interest in cryptocurrencies and blockchain-based assets, it is crucial for advisors to know how to balance these investments with traditional asset classes to optimize risk and return. In summary, this program is a vital opportunity for financial advisors to gain a comprehensive understanding of digital assets, positioning themselves as knowledgeable professionals in a space that is increasingly relevant to their clients’ financial goals.

Part II - Hedging in an ETF Wrapper

Tim Daniel, MBA I Vice President I First Trust Portfolios
1 CFP, CPA, CIMA CE 

During this session, Tim Daniel will provide a comprehensive overview of what a Buffer ETF is and how it can help with portfolio construction and planning. He will also discuss who may benefit from investing in Buffer ETFs and how they can fit into a diversified investment portfolio. This is a great opportunity to learn more about this innovative investment strategy and how it can potentially enhance your investment returns while managing risk.

Meet the Speakers

Matt Kolesky brings his experience as President and CCO for Arbor Capital to serve as Director of Arbor Digital. In 2011 Matt first explored Bitcoin by mining on his home computer. Later, he personally invested through the Mt. Gox exchange, which at the time was the world’s leading exchange for Bitcoin. After experiencing their collapse firsthand, Matt diversified into Ethereum, in 2016. In the subsequent years, he studied cryptocurrencies and the quickly evolving Defi space. In 2018 he turned his attention to bringing the transformative powers of these technologies to the Arbor Capital Investment Committee, and in turn to their clients. Recognizing the gap that currently exists for an elegant solution for advisors and their clients, to gain broad exposure to this emerging asset class, Arbor Digital was born in 2020. Prior to joining Arbor Capital in 2004, Matt worked at the Anchorage office of Charles Schwab and Co., Inc. During his four-year tenure he became a licensed investment professional and piloted Schwab’s private client program offering. Matt was born and raised in Alaska and has recently moved to Houston, Texas after spending 6 years in the UK. He regularly travels back to Alaska for work, family, and an occasional trip to Alyeska. He enjoys coaching, refereeing, and writing about soccer and volunteers his time with CampFire Alaska. While he still calls Alaska home, he enjoys exploring the globe with his family.

Tim Daniel is a Vice President responsible for First Trust’s financial professional relationships in North Texas, specifically the Fort Worth area, northeast through Frisco. He works closely with each financial professional to provide him or her with industry-leading economic and market commentary, portfolio analysis, and practice management consulting. Tim focuses on ETFs, Alternatives, and Direct Indexing products. His relationships include registered financial professionals, independent firms, and wire houses. Prior to his current role, Tim was responsible for the firm’s Structured Investment solutions in Oklahoma, Arkansas, and the DFW Metroplex where he worked with financial professionals across all channels to help increase client retention and improve client outcomes. Tim graduated from the University of Iowa with a Finance degree and also earned his MBA from Benedictine University in Chicago.