Bitcoin 101: Special Guest Morgen Rochard, CFA

Bitcoin 101: Special Guest Morgen Rochard, CFA

Morgen Rochard is a fee-only CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst and Registered Life Planner. Prior to founding Origin Wealth Advisers LLC in 2014, Rochard managed portfolios at UBS Financial Services for high net worth investors. She also worked at Merrill Lynch providing financial analysis for a large private wealth team. She started her career in finance, trading for Trinity Derivatives Group as an equity options market maker. Rochard also runs a podcast, called Money Owners Podcast, which focuses on mindset around money. Rochard recently published the Personal Finance QuickStart Guide, to help more Americans create their own financial plans and change how they think about money.

Book Recommendation: The Bitcoin Standard Book Recommendation: Why Buy Bitcoin
Morgen's Recent Podcast on Bitcoin
CFA Institute Brief: Guide to Cryptoassets

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Episoder(21)

Investment Due Diligence 101 LIVE From The Exchange ETF Conference: Featuring Cinthia Murphy

Investment Due Diligence 101 LIVE From The Exchange ETF Conference: Featuring Cinthia Murphy

When it comes to building investment portfolios, there are a lot of considerations. Passive vs. active, performance, fees, the list goes on. As an industry, we have become hyper focused on fees. Large...

8 Mar 202330min

Changing the Face of Finance: Special Guest Sonya Dreizler

Changing the Face of Finance: Special Guest Sonya Dreizler

18 Okt 202233min

Inspiring Legacy: Special Guest  Jacqueline "JaQ" Campbell

Inspiring Legacy: Special Guest Jacqueline "JaQ" Campbell

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Live from EXCELL! The Queen of Alternatives: Featuring Shana Orczyk Sissel

Live from EXCELL! The Queen of Alternatives: Featuring Shana Orczyk Sissel

4 Okt 202231min

The Evolution of Indexing: Special Guest Joy Yang

The Evolution of Indexing: Special Guest Joy Yang

Live from the ETF Exchange Conference at the Fontainebleau Miami Beach Joy Yang discusses her journey from Chinese immigrant to a sought after quantitative research analyst. Joy walks us through how J...

26 Mai 202249min

Portfolio Strategy and Predicting Inflation: Special Guest Frances Newton Stacy

Portfolio Strategy and Predicting Inflation: Special Guest Frances Newton Stacy

Shortly after first discovering her passion for day trading, Frances Newton Stacy was among the few to predict and trade the 2007 stock market crash. Today, she regularly appears on Fox Business News ...

14 Jul 202143min

Hedge Fund Activism: Special Guest Nicole Boyson

Hedge Fund Activism: Special Guest Nicole Boyson

While Dr. Nicole Boyson didn't come from a family of academics, she found an interest in studying investments and corporate finance, which led her to become a professor of finance at Northeastern Uni...

1 Jun 202155min

Taking Risks, Business Confidence, and Adversity: Special Guest Velera Wilson

Taking Risks, Business Confidence, and Adversity: Special Guest Velera Wilson

Not only is Velera Wilson a strategic driver for top brands worldwide and the founder of Positive Identity, a company inspires and equips women to own their greatness; she's also the author of a new b...

17 Mai 202151min

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