[Classroom] Digital Assets for Portfolio Management

[Classroom] Digital Assets for Portfolio Management

Overview

As a professional fund manager or wealth management practitioner, you always try to strike for the best returns on your portfolios. Exploring new asset class is one of the important tasks in portfolio management.

In the past year, locally and globally, it appears to be more acceptable in treating digital assets as a new investible asset class. How much do you know about digital assets, its associated risks and the regulatory aspects?

This course will provide you with the fundamentals of digitals assets and will also share the basic trading instruments and trading strategies.

Objective

By the end of this course, participants will:
- Understand what digital assets are and the associated key risks
- Have the basic understanding of how to trade digital assets
- Be alerted on the regulatory aspect of the digital assets and the trading platform

Content

1. Digital assets as an alternative asset class
- What digital assets are and how they are different from traditional
- Why diversify into digital assets
- Current development and trend from financial institutions

2. Risks associated with digital assets
- Identify the different risks with digital assets
- How to manage risks in trading digital assets

3. Investing in digital assets
- Trading instruments invest in digital assets
- Trading strategy in digital assets
- Ways to store digital assets

4. Latest global and local regulations on digital assets
- Existing regulatory status of digital assets and trading platforms
- What’s upcoming in digital asset regulations
- How to participate to offer this new asset class as a financial institution

Who should attend

The course is primarily targeted at fund managers, asset managers and investors who would like to have a better understanding of digital assets and the related issues.

It is also applicable to in-house counsel and compliance, senior management such as responsible officers, managers-in-charge, directors, CIOs, COOs, CEOs of the financial institutions.

Financial Incentive Scheme of the WAM Pilot Programme

This is one of the eligible courses / seminars under the Financial Incentive Scheme (“The Scheme”) of the WAM Pilot Programme.

Eligible in-service practitioners of the financial services industry could apply for a reimbursement up to 80% of the course / seminar fees, or a maximum of HK$10,000 per person throughout the period of 1 October 2016 to 31 March 2023 upon satisfactory completion.

Each individual may apply for reimbursement for more than one course / seminar subject to a maximum of HK$10,000 but each course / seminar can only be reimbursed once.

The duly signed application form together with the FIVE supporting documents must be submitted within FOUR months from the last day of the course / seminar attended. Please refer to the WAM Pilot Programme website for more details.

Speaker/Course Instructor

Marco Jun Kit LIM
Mr. Marco Lim is the managing partner and responsible officer of a crypto and blockchain-focused asset management company and is also a co-fund manager of various investment funds there. He has over 14 years of experience overseeing institutional sales and trading operations in fixed income, commodities, currencies and complex derivative products with international financial institutions.

Details

Code
TPPFT21000703
Date & Time
Wednesday, 15 Sep 2021 (6:30PM - 8:30PM)
Venue
HKSI Institute Training Centre
Language
Trad. Chi / Cantonese
Level
Introductory
Hours
SFC:2.00, PWMA:2.00
Please choose the language
ENG