EPISODE · Jul 8, 2024 · 39 MIN
Unlocking Crypto: Chris's Insights into Wealth Management Innovation
from Alt Funds Network · host Chris King, Mike Schroeder, Skyler Steinke
Find us online: https://altfunds.io/Email us with topic ideas: [email protected]: https://bit.ly/4afXcanApple Podcast: https://apple.co/4akXAUSGoogle: https://bit.ly/4am9oXk 👇 Click Below to be a guest on our video podcast: 👇 https://bit.ly/46X7cSQ Connect with Chris King:Website: www.eaglebrook.comLinkedIn: https://www.linkedin.com/in/christopherking7/X: @cjking711 Timestamps: 00:00 Introduction: What's Your Crypto Story?00:23 Early Days: Getting into Crypto01:00 Transition to Full-Time Crypto01:23 Joining Morgan Creek Capital01:57 Insights and Market Gaps03:21 Founding Eaglebrook Advisors04:18 Building with Mariner Wealth Advisors04:29 Launch and Growth of Eaglebrook05:05 Advisors and Tax Loss Harvesting05:33 Advisors and Digital Assets06:46 Platform Features and Client Benefits07:15 Education and Client Demand19:40 Tax Loss Harvesting in Crypto22:46 Estate Planning with Digital Assets27:39 Market Trends and Predictions Disclaimer:Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.
What this episode covers
Background: Chris King is the founder and chief executive officer of Eaglebrook. He has been investing in the digital asset market since 2014 and started his career in venture capital, focusing on companies building infrastructure for the crypto market. In 2019, Chris founded Eaglebrook Advisors to provide financial advisers with trusted access to digital asset investment solutions through a technology platform. Description: Join us as Chris delves into his fascinating journey into the crypto world, starting as an undergrad at Penn State to founding Eaglebrook. Chris discusses the evolution of his career from studying the tax implications of virtual currencies in 2014 to creating a platform that helps financial advisors allocate digital assets for their clients. Learn about the unique insights that led to the creation of Eaglebrook, its partnerships, the importance of tax-loss harvesting, and the emerging trends in cryptocurrency that advisors need to know. Plus, hear Chris's long-term Bitcoin market predictions and the potential convergence of digital assets with AI investments.
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Unlocking Crypto: Chris's Insights into Wealth Management Innovation
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