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

概要

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.

宗旨

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

內容

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

對象

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

資產財富管理業先導計劃 -專業培訓資助計劃

本課程乃提升資產財富管理業人才培訓先導計劃 - 專業培訓資助計劃所涵蓋之合資格課程 / 研討會。

合資格之金融服務業現職從業員只要圓滿修畢課程 / 研討會,便可於2016年10月1日至2023年3月31日期間申請發還百分之八十學費,或上限每人10,000元。

申請人可申請多於一個課程 / 研討會的資助,合計上限10,000元,但每個課程 / 研討會只獲發還學費一次。

簽妥的申請表必須於完成課程 / 研討會當日起計四個月內連同五項證明文件一併送交香港證券及投資學會。詳情請參考資產財富管理業先導計劃網站

資產財富管理業先導計劃特別要求 

如有意申請專業培訓資助計劃(FIS) 資助請確保所用的電腦、手機或平版電腦設置視像功能並須在參與該次網上研討會時全程開啟方可符合申請發還學費之要求。

導師/講者

Ben EL-BAZ
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

詳情

活動編號
TPPFT21001301
日期及時間
2021年11月5日, 星期五 (12:00下午 - 2:00下午)
地點
虛擬平台
相關主題
第1類 - 證券交易
第4類 - 就證券提供意見
第9類 - 提供資產管理
語言
英文
課程時數
SFC:2.00, PWMA:2.00, HKTA:2.00