Exclusive Webinar for Wellington-Altus: Bitcoin as a Portfolio Asset

Date: Monday, October 30, 2023

Time: 2:00pm ET

The rapid development and adoption of an entirely new asset class was never going to be smooth. Are you ready to dive deeper into the world of Bitcoin and its untapped potential as a portfolio asset? Join us for an enlightening webinar designed to explore this under-discussed topic. While Bitcoin’s technical aspects and macro concepts have received extensive coverage, we believe it’s time to move beyond the headlines and into the future.

Agenda Highlights

  • Bitcoin Beyond the Headlines: Exploring the often-neglected facets of Bitcoin’s role in the investment landscape.
  • Bitcoin for the Masses: Discussing how Bitcoin can be integrated into the portfolios of retail investors.
  • Strategies for Investment Advisors: How Bitcoin can aid investment advisors in managing their practices for long-term success.


Raj Lala – Chief Executive Officer, Evolve ETFs


Elliot Johnson – Chief Investment Officer, Evolve ETFs

James Thorne – Chief Market Strategist, Wellington-Altus Private Wealth

The contents of this piece are not to be used or construed as investment advice or as an endorsement or recommendation of any entity or security discussed.

Commissions, trailing commissions, management fees and expenses all may be associated with exchange traded mutual funds (ETFs). Please read the prospectus before investing. The indicated rates of return are the historical annual compound total returns net of fees (except for figures of one year or less, which are simple total returns) including changes in security value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any security holder that would have reduced returns. ETFs are not guaranteed, their values change frequently and past performance may not be repeated. There are risks involved with investing in ETFs. Please read the prospectus for a complete description of risks relevant to the ETF. Investors may incur customary brokerage commissions in buying or selling ETF units. Investors should monitor their holdings, as frequently as daily, to ensure that they remain consistent with their investment strategies.