Private Client Investment and Digital Assets Module

Consideration of the different forms of digital asset investment.

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Course Overview

This case specific module is designed to provide practitioners with an overview of the various forms of digital asset investments that a client may seek advice on.

During this session Ashley Moore and Mike Milner of K.Y.T Consulting will provide insights into some due diligence that should be undertaken before advising clients regarding digital asset investment.

Please note, this should not be viewed as investment advice.

Structured in the form of a slide presentation which viewers can move through at their own pace, each core module incorporates bite-size webinars of Ashley and Mike which recap and contextualise important information. 
    •  Initial Coin Offerings (ICO's)
    •  Crypto Funds
    •  Exchange Traded Funds (ETF's)
    •  Futures & Options

It is recommended that viewers first view the Blockchain Core Series, which provides an invaluable introduction to Blockchain technology and digital assets, however key aspects will be repeated in this module.

What are the requirements?

  • Watch the recorded slide presentation, review the supporting documentation and complete the short quiz to test your legal knowledge
  • This course provides 0.5 CPD points

Learning Outcomes

  • On completion of this course you will:
  • • Understand what an ICO and an STO are and the difference between them
  • • Understand the risks involved in investing in Digital Assets
  • • Gain perspective on some of the due diligence your client should be undertaking before considering an investment in this asset class
  • • Gain an understanding of the various derivatives that are available

What is the target audience?

  • This course is suitable for trainee and qualified private client practitioners

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About Instructor - KYT Consulting

Ashley Moore

Ashley has over 20 years' experience in the financial industry and is an active early stage investor and consultant to Technology and Digital Asset companies.

He ran trading desks for various broker-dealers in the UK and throughout Asia, including TP-ICAP, GFI Group and Cantor Fitzgerald, and has extensive knowledge of FX, Equity and Fixed Income derivatives.

As an investor at start-up rating company Oddup, based in Hong Kong, Ashley has been heavily involved in their expansion. Oddup now rate and value companies and STO projects in 34 cities across the globe and provides critical data to Thomson Reuters, Bloomberg and large Investment Banks.


Mike Milner

Mike consulted to one of the UK’s first digital asset teams at a London based Asset Manager. He has also consulted to an array of London City Law firms, providing a road map to legal professionals regarding how to approach a case that contains a digital component.

He has assisted with capital raises for various Blockchain companies and consulted for Accountancy firms, providing context to the requirements of their client base with regards to digital assets.

Mike has assisted private clients with their digital portfolio requirements; guiding them through the set-up of safe custody, making their initial investments and liquidating their holdings.
 
He has also published academic literature in the international medical journal, “Clinical Physiology and Functional Imaging”

Course Curriculum

Recorded Webinar

  • Webinar
    00:22:48

Supporting Documentation

  • Slides
    32 Page

Quiz

  • Quiz
     

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