This session discusses RUFADAA, CFAA, and the Privacy Act in relation to a fiduciary’s ability to access digital assets. I will briefly describe non-crypto digital assets, before discussing the specifics of inventory, custody, valuation, and distribution of crypto assets.
C5 – Digital Duty: Fiduciaries In The Virtual World
Speakers
![Jared Ong](https://pfacmeeting.org/wp-content/uploads/2024/03/jared-ong-scaled.jpg)
Jared Ong
Jared Ong oversees portfolio management, trading and technology for Prudent
Investors. He has more than 15 years of experience working in the financial services
industry and holds a Series 65 license. Before joining Prudent in 2010, Jared previously
worked at Capital Group as a business systems analyst where he was integral in
improving the trade operations group’s equity, fixed income, and foreign exchange trade
processes.
![](https://pfacmeeting.org/wp-content/uploads/2021/01/placeholder-img.png)
Anna Mouland
Bequest Finance
Anna Mouland, CEO and co-founder of Bequest Finance is a software engineer and
graduate of McGill University. Bequest, which closed a round of venture funding in June
of 2023, supports digital asset succession and protection for professionals and
institutions.