Digital assets continue to generate discussion across the investment landscape, yet many professionals are still determining how to approach the topic in a clear and practical way. This session explores how digital assets are showing up in real-world professional settings, including client conversations, internal discussions, and investment committees. It presents a practical framework for engaging in these discussions with clarity, context, and discipline. The focus is on maintaining credibility and thoughtful communication without relying on hype or unnecessary complexity.

Lunch & Learn’s provide the opportunity to have in-person discussions, meet old and new friends, and learn and share with fellow members! Lunch will be provided.

Discussion Leader

Corey Wilson 

Corey Wilson is the Founder of Altcoin Capital, where he works at the intersection of digital assets, business strategy, and emerging financial infrastructure. He advises professionals and organizations on how blockchain and digital assets are influencing real world financial decision-making, from client conversations to firm-level strategy. Corey brings over a decade of experience as a national trainer with Prudential Financial, where he educated financial advisors across broker-dealers on market dynamics, portfolio strategy, and retirement planning. Today, he focuses on helping financial professionals develop a practical framework for understanding and discussing digital assets in a disciplined, risk-aware manner. As an early investor in Circle and an active participant in the evolving fintech ecosystem, Corey combines real world investment perspective with a strong emphasis on clarity, communication, and long-term value creation. His work centers on separating signal from noise in a rapidly evolving asset class and helping professionals engage thoughtfully with one of the most discussed developments in modern finance. 

When and Where

Date and Time: Wednesday, September 16, 2026 from 12:00PM – 1:00PM 

Location: CFA Society Boston, 101 Federal St, Suite 502, Boston, MA 02110

Pricing

Member Registration | Complimentary

Non-Member Registration | $10.00

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