Using AI Agents for Offensive Optimization and Portfolio Management

💡 Markets evolve fast, your investing strategy should too. Get a free portfolio review with Wealthion’s Endorsed Financial Partners at https://bit.ly/470olNN

Franklin Templeton’s Head of Innovation, Sandy Kaul, joins CoinFund President Chris Perkins to explain why the next five years will bring more change to global finance than the last fifty. She reveals how tokenization, AI, and wallet-based systems are creating a fully digital investing world, where every asset settles instantly, trades 24/7, and lives securely on blockchain. Kaul discusses Franklin Templeton’s pioneering tokenized money market fund, its patented crypto wallet technology, and cutting-edge strategies like looping. She also explores how AI will manage portfolios, safeguard smart contracts, and transform the relationship between investors and technology.

💡 Wealthion and SCP Resource Finance will bring together the world’s top silver experts this October in Toronto. Join our accredited investor list here to go in-person: https://wealthion.com/accredited/ Or, attend virtually, by buying your tickets here: https://www.eventbrite.com/e/wealthion-scp-global-silver-virtual-conference-2025-tickets-1685583779459

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IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.

While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.

We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.

The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.

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