This educational session is designed for investors who want a clear, fundamental understanding of cryptocurrency and cryptocurrency ETFs without the jargon or hype.
During the first portion of the conversation, John Keller will explain a simple introduction to digital assets and crypto ETFs, including what they are, how they behave, and why they’re often misunderstood.
He’ll then shift to an interactive Q&A and cover the things investors want to know: how people think about risk, how much exposure feels reasonable, and the different ways investors get access to crypto today.
Investing involves risk, including risk of loss.
Investing involves risk, including risk of total loss. Crypto as an asset class is highly volatile, can become illiquid at any time, and is for investors with a high risk tolerance. Crypto may also be more susceptible to market manipulation than securities. Crypto is not insured by the Federal Deposit Insurance Corporation or the Securities Investor Protection Corporation. Investors in crypto do not benefit from the same regulatory protections applicable to registered securities. Neither FBS nor NFS offer a direct investment in crypto nor provide trading or custody services for such assets.
Exchange-traded products (ETPs) are subject to market volatility and the risks of their underlying securities, which may include the risks associated with investing in smaller companies, foreign securities, commodities, and fixed income investments. Foreign securities are subject to interest rate, currency exchange rate, economic, and political risks, all of which are magnified in emerging markets. ETPs that target a small universe of securities, such as a specific region or market sector, are generally subject to greater market volatility, as well as to the specific risks associated with that sector, region, or other focus. ETPs that use derivatives, leverage, or complex investment strategies are subject to additional risks. The return of an index ETP is usually different from that of the index it tracks because of fees, expenses, and tracking error. An ETP may trade at a premium or discount to its net asset value (NAV) (or indicative value in the case of exchange-traded notes). The degree of liquidity can vary significantly from one ETP to another and losses may be magnified if no liquid market exists for the ETP's shares when attempting to sell them. Each ETP has a unique risk profile, detailed in its prospectus, offering circular, or similar material, which should be considered carefully when making investment decisions.
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The views expressed are as of the date indicated and may change based on market or other conditions. Unless otherwise noted, the opinions provided are those of the speaker or author, as applicable, and not necessarily those of Fidelity Investments. The third-party contributors are not employed by Fidelity, and have not received compensation for their services.
The Chartered Financial Analyst (CFA®) designation is offered by the CFA Institute. To obtain the CFA charter, candidates must pass three exams demonstrating their competence, integrity, and extensive knowledge in accounting, ethical and professional standards, economics, portfolio management, and security analysis, and must also have at least 4,000 hours of qualifying work experience completed in a minimum of 36 months, among other requirements. CFA is a trademark owned by the CFA Institute.
Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917
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John Keller is an ETF Specialist on the Morgan Stanley Investment Management ETF Team. He joined Morgan Stanley in 2023. John began his career in the investment management industry in 1993, and has focused on ETFs since 2014. Prior to joining Morgan Stanley, John was an ETF and Index Portfolio Trading Product Manager at MarketAxess, where he facilitated the merging of bond, portfolio, ETF and index trading. John has also held various positions at State Street Global Advisors, including Global Head of Fixed Income ETF Portfolio Management. John earned a B.A. in Economics from Lafayette College. He also holds the Chartered Financial Analyst designation.
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The Chartered Financial Analyst (CFA®) designation is offered by the CFA Institute. To obtain the CFA charter, candidates must pass three exams demonstrating their competence, integrity, and extensive knowledge in accounting, ethical and professional standards, economics, portfolio management, and security analysis, and must also have at least 4,000 hours of qualifying work experience completed in a minimum of 36 months, among other requirements. CFA is a trademark owned by the CFA Institute.
The third parties mentioned herein and Fidelity Investments are independent entities and are not legally affiliated.
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Jim Armstrong is a Director, Webinar Content, supporting Fidelity’s Brokerage and Digital Assets team. Since coming to Fidelity in 2018, Jim has worked on a variety of webinar, livestream, podcast, and other interactive educational platforms. His
focus is on helping Fidelity customers be confident when it comes to their financial decisions.
Before coming to Fidelity, Jim distinguished himself as an Emmy-winning journalist, spending the first 17 years of his career as a television reporter for network affiliates around the country. He holds a bachelor of science in broadcast journalism from Boston University’s College of Communication, a master of public policy from Harvard University’s John F. Kennedy School of Government, and a master of
business administration from the University of Rhode Island’s College of Business Administration. Jim also holds the Financial Industry Regulatory Authority (FINRA) Series 7 and 24 licenses.
In his personal time, Jim volunteers for charities that support local public schools and global environmental stewardship. He enjoys traveling with his wife and their sons.
Series exams are administered by the Financial Industry Regulatory Authority and state securities administrators. Individuals are required to pass certain examinations and/or meet other criteria in order to be eligible to partake in certain securities industry activities.
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