[Webinar] Digital Assets for Portfolio Management

概要

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.

宗旨

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

內容

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

對象

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.

導師/講者

林俊傑
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.

詳情

活動編號
TPPFT22000701
日期及時間
2022年3月23日, 星期三 (6:30下午 - 8:30下午)
地點
虛擬平台
語言
Trad. Chi / 廣東話
課程時數
SFC:2.00, PWMA:2.00