August 10th 1pm EST Sharon Liebowitz
Sharon Liebowitz is Senior Director, Innovation at S&P Dow Jones Indices (S&P DJI). She currently leads the development of S&P DJI's cryptocurrency indices and digital tokenization efforts as part of her focus on the application of emerging technologies to the capital markets. Prior to joining S&P DJI, she founded Meritam, a robo-advisor designed to bring passive investing to nonprofits. Earlier in her career, Sharon built trading systems at large global banks including JPMorgan Chase, UBS, and Deutsche Bank.
August 17th 4pm EST Teddy Woodward
I started my career trading interest rate swaps at Barclays Investment Bank in 2015. I got into crypto in 2018 trading for a family office and cofounded Notional in January 2020.
August 24th 1pm EST Mike McLean
Mike partnered with Fidelity’s Center for Applied Technology to build and launch the first cryptocurrency offering for donor advised funds, which he continued to oversee through 2021. Mike has also held various operations and product roles at Putnam Investments in Boston, MA and Sterling Capital Management in Raleigh, NC.
Weekly webinars with industry experts
Access to course library with unlimited CE credits
Hands-on training with advanced crypto protocols
Receive unlimited access to on demand courses and webinars with industry leaders and educators. New courses added regularly with community access to forums and resources.
Adam is a Certified Financial Planner, and a former Registered Investment Advisor. He co-founded Interaxis in 2019 to educate advisors and investors on digital assets and decentralized finance. His Interaxis YouTube channel is viewed by thousands across the globe. He is a regular contributor to Coindesk’s Crypto For Advisors and was featured on Bloomberg TV and Blockworks.
Steve Larsen, CPA, CFP® is a Partner at Columbia Advisory Partners where he manages financial planning and digital asset strategies for the firm. He is also the Co-Founder of PlannerDAO, a decentralized community of financial advisors, and the Certified Digital Asset Advisor (CDAA) designation. Through his Crypto for Planners consulting business, he helps Registered Investment Advisers establish cryptocurrency programs for their clients. As a Certified Public Accountant and Certified Financial Planner, Steve has spent most of his career as an independent, fiduciary advisor. He is also an Adjunct Professor of Finance at Gonzaga University where he teaches classes in Cryptocurrency and Financial Planning along with developing continuing education courses for CPAs and CFPs.