[Webinar] Introduction to Virtual Asset Portfolio Management
概要
With the launch of VA ETFs in the US and Hong Kong, along with Trump's pro-crypto stance, it is crucial for finance professionals to seriously explore VA as an alternative asset class and develop a fundamental understanding of VA portfolio management.
The session starts with defining what VA is compared to other assets, how VA is originated and how WEB3 and DeFi create new investable opportunities and influencing the way how investments and investment decisions are made, followed by how to practically handle VA from a portfolio management perspective, in terms of research, valuation, risk management and monitoring.
內容
• Virtual Assets as an alternative asset class
1. Defining VA and how are they different vs other assets (major participants in VA markets)
2. How WEB3 tokenomics creates new investable asset classes & opportunities
3. Core Structure of WEB3 (infra, smart contracts, Dapps, wallets and etc.) and how these components shape VA market and influence investment format and decision making
4. Risks related to VA & VA funds management
5. Implications of DeFi for TradFi institutions/fund managers
• Portfolio Managements in Virtual Assets
1. Diversification benefits for VA allocation
2. Main type of VA investment strategies (traditional & on Chain/DeFi yield strategies)
3. How to evaluate VA investment opportunities
4. VA market research & analytical resources
5. Trading and risk management solutions
6. How to monitor/measure investment performance
• Key regulatory aspects for VA portfolio management
對象
This course is primarily targeted at finance professionals of any level who are keen to build an entry level understanding of Web3 & VA and how to perceive VA investments.
Licensed individuals or compliance professionals who are keen to understand what is expected for a VA license uplift.
資產財富管理業先導計劃 - 專業培訓資助計劃
本課程已被審批為「提升資產財富管理業人才培訓先導計劃」（以下簡稱「資產財富管理業先導計劃」 其下之「專業培訓資助計劃」（以下簡稱「本計劃」）。本計劃旨在提升資產財富管理業在職從業員的專業能力水準及協助金融服務業內其他從業員學習所需的知識和技能，使他們能投身資產財富管理業。合資格之申請人按香港證券及投資學會之要求完成課程後將可獲香港特區政府資助80%學費，上限為HK$15,000。 香港證券及投資學會為資產財富管理業先導計劃之執行機構，有關申請要求之細則及手續，請參閱專為資產財富管理業先導計劃而設之網站(https://www.wamtalent.org.hk/)。
導師/講者
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 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.