Fintech

[Webinar] 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.

Speaker/Course Instructor

Marco LIM
Marco Lim is Managing Partner & CSO at MaiCapital Limited. Marco has over 16 years of experience overseeing electronic sales and trading operations in institutional fixed income, commodities, currencies with major financial institutions. Prior to joining MaiCapital, a Hong Kong licensed virtual asset fund manager, he was the Head of North Asia Fixed Income, Commodities, Currencies electronic distribution for Goldman Sachs Asia LLC. Mr. Lim is the co-fund manager for Blockchain Opportunity Fund and the fund manager for the Bitcoin Plus Investment Fund.

Details

Code
TPPFT24000702
Date & Time
Monday, 24 Jun 2024 (6:30PM - 8:30PM)
Venue
Virtual Platform
Relevant Subject
Type 1 - Dealing in securities
Type 4 - Advising on securities
Type 9 - Asset management
Language
Simp. Chi / Putonghua
Hours
SFC:2.00, PWMA:2.00
Fees
All Member: HK$460
Staff of Corporate Member: HK$460
Student Member (UHKSI): HK$220
Chinese Securities Association of Hong Kong (HKCSA): HK$644
Non-Member: HK$920