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Cryptocurrency in Self-Directed IRAs

How To Mitigate Risk and Streamline Processing Transactions for Crypto Investments

We invite you to watch a virtual panel discussion looking at crypto for self directed retirement accounts led by the Retirement Industry Trust Association’s Executive Director Mary Mohr. Accompanied by Chief Commercial Officer of ErisX, John Denza, Blockchain and Digital Asset Lead at RSM, Jamison Sites and Executive Director at Nuview Trust Company, Nate Hare, the panelists discuss how to buy, sell and value cryptos in self-directed retirement accounts, tax implications as well as key concepts in custody, wallets and regulation.

Crypto for FCM Customer Accounts

The Commodity Futures Trading Commission’s (CFTC) Division of Swap Dealer and Intermediary Oversight (DSIO) published guidance regarding the deposit of virtual currencies by customers with futures commission merchants (FCMs) to margin customer transactions in virtual currency futures. This is a significant development for the cryptocurrency futures market and you can read more about it here.

ErisX brought industry experts together to walk through the CFTC guidance and the related publication from the Association of International Certified Professional Accountants (AICPA).  Our speakers provide direction on how to comply and answer audience questions. 

Event speakers include:

  • Scott Parsons, Partner at Delta Strategy Group
  • Thomas Chippas, CEO at ErisX
  • Gary DeWaal, Special Counsel and Chair, Financial Markets and Regulation at Katten
  • Todd Briggs, Partner, Financial Services Group at RSM US LLP
  • Jay Schulman, Principle, Blockchain and Cryptocurrency Practice at RSM US LLP

Using Capitalise.ai to Test and Automate Your Trading Strategies on ErisX

We invite you to watch it here for a quick overview of ErisX with our Head of Product Ian Grieves and Capitalise.ai’s Customer Success Manager Joshua Melunsky who walks through everything you need to know about code-free trading automation!