[Webinar] Virtual Assets 360: What Asset Managers, Brokers, and Traders Need to Know to Succeed in Virtual Assets


In recent years, the virtual assets industry has grown rapidly. Asset managers, brokers, and traders have been evaluating virtual assets as a new investible asset class and trying to position them into a professional portfolio.


The course will help the participants to:
- Gain an understanding of how the risk/return profile of virtual assets fits into a professionally-managed portfolio
- Learn the logic behind the investment theses in driving continued interest in virtual asset
- Be able to identify the 4 types of risks in the virtual assets market and how to mitigate them
- Gain an in-depth understanding of the primary and secondary market landscape for virtual assets, and how to partner for success
- Be able to describe the benefits of using tokenisation for securitisation
- Position themselves or their firm to capture opportunities in the growing virtual assets industry
- Understand the regulatory landscape for virtual assets in Hong Kong and beyond


1. A quick review of industry history and recent market growth
2. Defining the virtual assets, including different asset sub-types (NFTs, securities, commodities, currency, etc.)
3. How to position virtual assets in a professional portfolio, including the current investment theses for the asset class
4. Investment products traded in the markets today
5. An overview of market sentiment and price drivers
6. An overview of primary and secondary market infrastructures
7. Identifying the differences between licensed vs unlicensed counterparties
8. Asset tokenisation (including tokenised securities) and the opportunities for financial intermediaries
9. Identifying and mitigating market, credit, liquidity, and operational risk in virtual assets
10. Regulatory trends in Hong Kong, Singapore, and ROW

Who should attend

This course is primarily targeted at asset managers, brokers and traders and sophisticated professional investors who may consider investing in virtual assets.

Financial Incentive Scheme of the WAM Pilot Programme

This course has already been approved as an eligible course of the Financial Incentive Scheme for Professional Training (“the Scheme”) under the Pilot Programme to Enhance Talent Training for the Asset and Wealth Management Sector (“the Pilot Programme”). The Scheme aims to enhance the competency and professionalism of in-service practitioners within the asset and wealth management sector and to assist other practitioners within the financial services industry in acquiring the knowledge and skills required for entering the sector. Eligible applicants will be subsidised 80% of the course fees by the HKSAR Government upon satisfactory completion of the courses approved by Hong Kong Securities and Investment Institute, subject to a ceiling of HK$15,000. Hong Kong Securities and Investment Institute is appointed as the implementation agent of the Pilot Programme. Regarding the details of eligible criteria and application procedures, please refer to the dedicated web-site of the Pilot Programme (

Speaker/Course Instructor

Ben is currently Head of Ecosystems at a blockchain-focused Fintech group that is also one of Asia’s most active investors in blockchain-related Fintech. He leads the Group’s strategic partnerships, blockchain applications and asset tokenisation projects, and post-investment management of a US-based tokenised securities firm. Ben is also an Advisor to the Hong Kong Monetary Authority and Bank for International Settlements’ project on tokenised green bonds, Project Genesis.

With over 13 years of experience in Silicon Valley, Mainland China, and Hong Kong, he started his career as a derivatives trader, then as a China cross-borders corporate finance analyst, before moving into technology product management and business development, serving Big Tech clients like Microsoft, Google, and Amazon. Ben is a graduate of the Stanford Graduate School of Business, where he earned his Master’s degree in Management and led the university’s largest working group on blockchain applications


Date & Time
Tuesday, 25 Apr 2023 (12:30PM - 2:00PM)
Virtual Platform
Relevant Subject
Type 1 - Dealing in securities
Type 4 - Advising on securities
Type 9 - Asset management
Simp. Chi / Putonghua
SFC:1.50, PWMA:1.50