Fintech/Virtual Assets
虛擬資產投資組合管理概論
Overview
本課程提供虛擬資產（VA）投資組合管理的核心知識，重點介紹其起源，以及 Web3.0 和去中心化金融（DeFi）對投資機會和決策流程的深遠影響。課程還將探討在投資組合中管理虛擬資產的實用方法，包括研究、估值、風險管理和績效監控。
注意：本課程是虛擬資產專業人員證書課程（CVAP）的選修單元。學員必須完成兩個選修單元。如果您尚未報名其他選修課程，請參閱項目頁面中的“選修單元”部分，查看可選課程列表。CVAP核心課程必須在選修任何選修單元之前完成。
本課程以普通話進行，並輔以英文培訓教材及課後評估為簡體中文。
Objective
完成本網上課程後，您將能夠：
- 解釋虛擬資產的概念、其與傳統資產的差異，以及相關的主要風險；
- 描述 Web3.0 和去中心化金融（DeFi）的核心結構，說明 Web3.0 如何影響虛擬資產市場並創造投資機會，以及 DeFi 對傳統金融（TradFi）資產管理的影響；
- 區分主要類型的虛擬資產投資策略；
- 說明如何評估虛擬資產的投資機會，以及如何實施交易和風險管理策略；
- 描述虛擬資產投資組合的衡量方法及分析工具；
- 說明與虛擬資產投資組合管理相關的主要監管要求。
Content
1. 虛擬資產作為另類資產類別
- 虛擬資產的定義及其與其他資產的差異（虛擬資產市場的主要參與者）
- Web3.0 代幣經濟如何創造新的可投資資產類別和機會
- Web3.0 的核心結構（基礎設施、智能合約、去中心化應用、錢包等）及其如何塑造虛擬資產市場並影響投資形式和決策
- 與虛擬資產及虛擬資產基金管理相關的風險
- DeFi 對傳統金融機構/基金管理人的影響
2. 虛擬資產的投資組合管理
- 虛擬資產配置的分散化優勢
- 主要類型的虛擬資產投資策略（傳統策略及鏈上/DeFi 收益策略）
- 如何評估虛擬資產投資機會
- 虛擬資產市場研究及分析資源
- 交易與風險管理解決方案
- 如何監控和衡量投資績效
3. 虛擬資產投資組合管理的關鍵監管要點
Who should attend
本課程主要面向希望深入了解數字資產及相關問題的基金經理、資產管理人和投資者。
本課程同時適用於金融機構的內部法律顧問、合規人員，以及高級管理層，如負責人員、主管、董事、首席投資官（CIO）、首席運營官（COO）、首席執行官（CEO）。
本課程亦適用於有意選擇虛擬資產專業人員證書課程 (CVAP) 資格課程作為選修單元的學員。
Speaker/Course Instructor
Gillian WU
Gillian Wu is the Founder and General Manager of Mulana Investment Management Limited, which obtained the most comprehensive VA uplifted licenses from the SFC to conduct type1, 4, 5 and 9 regulated activities. Prior to Mulana, Gillian was the CEO for Huobi Asset Management (currently named SinoHope) which was one of the first VA uplifted fund managers in Hong Kong. She joined the VA industry in 2019. With hands-on experience in managing VA primary market and secondary market investments.
Prior to joining Huobi, Gillian’s background is in traditional finance, she was the CIO for Anbang Asset Management in Hong Kong in charge of equities and alternative investments. She started her investment career in Amsterdam with Dutch asset manager Delta Lloyd since 2007 with experience in covering GEM, global equities market and alternative assets.
Prior to joining Huobi, Gillian’s background is in traditional finance, she was the CIO for Anbang Asset Management in Hong Kong in charge of equities and alternative investments. She started her investment career in Amsterdam with Dutch asset manager Delta Lloyd since 2007 with experience in covering GEM, global equities market and alternative assets.
Qingwen REN
Qingwen Ren is the Co-founder and Senior Director of Mulana Investment Management Limited. She has over a decade of experience in the investment & research field covering equities, derivatives and VA. Prior to Mulana, Qingwen has held senior positions at Citadel Securities and Goldman Sachs, she started her investment career as equity portfolio manager in Delta Lloyd.
Qingwen was an early adopter of DeFi and acting as advisor for a number of web3 start upstart-up companies, she is also Vice Chair of the Web3 & Fintech committee at CFA Hong Kong, tasked to educate and bring more awareness for VA, she has organised and delivered a number of VA industry trainings to the CFA membership society.
Qingwen was an early adopter of DeFi and acting as advisor for a number of web3 start upstart-up companies, she is also Vice Chair of the Web3 & Fintech committee at CFA Hong Kong, tasked to educate and bring more awareness for VA, she has organised and delivered a number of VA industry trainings to the CFA membership society.
Details
Code
TEPFT25003701
Venue
ePlatform
Relevant Subject
Type 1 - Dealing in securities
Type 9 - Asset management
Language
Simp. Chi / Putonghua
Level
Introductory
Hours
SFC:1.00, PWMA:1.00
Fees
All Member: HK$300
Staff of Corporate Member: HK$300
Non-Member: HK$600
Chinese Securities Association of Hong Kong (HKCSA): HK$420
Hong Kong Securities and Futures Professionals Association (HKSFPA): HK$420