The Role of Digital Assets and Cryptocurrencies in Modern Pension Plans

This webinar explores the growing role of bitcoin in pension strategies. We’ll begin with a clear introduction to bitcoin and examine the monetary premium embedded in traditional assets. Attendees will gain insights into the regulatory landscape and recent developments, alongside the ESG benefits of bitcoin. Finally, we’ll share the client journey of a DB scheme we advised to invest in bitcoin, highlighting practical considerations and lessons learned.

This webinar provides one-hour of CPD and offers insights and updates from a leading industry-expert speaker. 

Delegates places are interchangeable with colleagues from the same organisation.

Content

• What is bitcoin?

• Our view on the monetary premium embedded in traditional assets

• Regulatory overview of bitcoin and recent developments 

• The ESG positives of the asset 

• The client journey of the DB scheme that we advised to invest into bitcoin

Presenters

Sam Roberts Director of Investment Consulting at Cartwright

Sam is a qualified actuary and Director of Investment Consulting at Cartwright, an advisory firm helping pension trusts, charitable trusts, funeral trusts, and corporate clients.  Cartwright is proud to proactively search for innovative and pioneering ideas, and implement them for clients in a pragmatic way.  Cartwright enabled the first UK pension trust to invest a small allocation to bitcoin in October 2024, and looks forward to helping more clients assess whether bitcoin is right for them.

Arash Nasri Senior Investment Consultant at Cartwright

Bio to follow.