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Blockchain For Wealth and Risk Management

We’d like to invite you to an innovative 2 x half-day workshop for professionals in wealth management.

The world of finance is rapidly changing

No longer in the realms of scams and money laundering, crypto digital assets like Bitcoin, security tokens, blockchain-enabled payments and decentralised finance are here to stay.

Major banks across the world and here in Australia have already adopted blockchain technology for payment transfer, increased security and instant money transfers: the next generation of the internet is emerging.

Wealth and risk management has broadened over these past years as new financial instruments have emerged.

The emergence of blockchain wealth management creates a whole world of fresh opportunities (and challenges) for the finance sector.

The wealth management industry needs to ensure it’s working ahead of the changes, not only to remain competitive, but up-to-date and relevant. Clients are already looking to their wealth advisors to help navigate these new and intriguing digital financial instruments, and understand the implications for their investments.

Why Crypto Asset Management is the Next Big Thing

Investors are increasingly looking to add a bit of cryptocurrency, such as Bitcoin, to diversify their portfolios. Cryptocurrencies, however, can be difficult to grasp for new adopters and many ordinary investors. Crypto asset management solutions are being created to help individuals and firms alike take advantage of crypto without having to worry about the ins and outs or technical procedures involved.

What is DeFi (Decentralised Finance)?

A global, open and alternative financial sector on the rise, offering every financial service you use today — savings, loans, trading, insurance and more — accessible to anyone in the world with a smartphone and internet connection. Currently this nascent sector has $7.14billion USD locked up across the entire suite of products and services, and it’s rapidly rising. Although DeFi the buzz world, many don’t actually understand what it means…

From Metals to Licences The World Gets Tokenised

The process of tokenisation creates a bridge between real-world assets and their trading, storage and transfer in a digital world. The corresponding structure is built by using Blockchain technology. In the most abstract form, tokenisation converts the value stored in tangible or intangible objects into tokens.  Investment and residential properties, funds, precious metals, cars, luxury goods.  

“Bitcoin has the same character a fax machine had. A single fax machine is a doorstop. The world where everyone has a fax machine is an immensely valuable thing.”
Blockchain for Wealth and Risk Management
  • Course objective: learning the basic concepts of blockchain and crypto-assets, their impact on wealth management and how they have been leveraged by the industry
  • Target audience: Wealth managers, financial advisors, banking industry professionals, corporate/ business professionals, real estate professionals and property finance specialists wanting to stay current and relevant in their roles will greatly benefit from having a basic understanding of blockchain technology, crypto digital assets, DeFi and asset tokenisation (real estate included)
  • Prerequisites: business acumen and understanding of current financial markets
  • Duration: 2 x 1/2 days

Day 1:

  • Blockchain Industry Overview
  • What is Blockchain Technology
  • How it Works and Different Types of Cryptocurrencies/Tokens – Management and Risks

Day 2:

  • Basics of DeFi (Decentralised Financing) in lending
  • Security Tokens
  • Tokenisation of Assets (especially Real Estate)

Practical learning outcomes: 

  • Describe: you’ll be able to describe blockchain and crypto-assets in simple words. You’ll be able to communicate the basic concepts of decentralised finance and the current suite of product and service offerings, and how DeFi impacts private and institutional wealth management.
  • Explain: you can explain the unique benefits of blockchain, DeFi and asset tokenisation for individuals and businesses.
  • Exhibit: you can show the impact of blockchain on the Wealth and Risk Management Industry.
  • Analyse: you’ll be able to a real case scenario.
  • Assess: you can assess the potential risks and challenges

This course is for professionals in the financial industry who would like to learn more about the application of blockchain in wealth management.

This is a non-technical course. No coding is required. No blockchain knowledge is required.

 

How will blockchain impact the “traditional” practice of wealth managers?

The field of wealth and risk management has broadened over these past years as new financial instruments have emerged.

The emergence of blockchain wealth management creates a whole world of opportunities (and challenges) in the finance sector.

The wealth management industry needs to ensure it’s working ahead of the changes to remain not only competitive, but up-to-date. Clients are already looking to their wealth advisors to help navigate these new and intriguing digital financial instruments, and understand the implications for their investments.

What will the impact be on existing wealth management infrastructures of blockchain wealth management, and how will it affect finance as we know it?

Three main areas within the wealth management process are set to be disrupted by the introduction of blockchain wealth management. These are client onboarding, real-time settlements, and automated investment vehicles. Cryptocurrencies and security tokens also offer new investment opportunities, bringing further considerations.

Educate and Prepare
  • Face-to-face
  • Corporate in-house training
  • Course Duration: 2 x 1/2 day
 
Speaker – Mohammed Khaiata

Mohammed is a digital transformation expert who successfully delivered complex large business transformation programs, devised and executed IT strategy for leading multinational organisations. He delivered advisory and training services to global multinational organisations including BHP, Bankwest, and UWA.

Mohammed is currently completing his PhD in blockchain and Property Technologies at UWA and is certified fellow in teaching and education from UWA.

Speaker – Sophie Amat

Sophie has an extensive 20 year background in banking & finance, and 15 years a co-Director of a family property investment business, Sophie now enjoys supporting crypto adoption & education for businesses & everyday people.

She also enjoys the challenge of raising capital for worthy Western Australia crypto-related projects.

Are you ready to upskill?

ENROL NOW FOR THE NEXT PROFESSIONAL TRAINING
(first of its kind in Perth!)

Wealth managers, financial advisors, banking industry professionals, corporate/ business professionals, real estate and property finance specialists wanting to stay current and relevant in their roles will greatly benefit from having a basic understanding of blockchain technology, crypto digital assets, DeFi and asset tokenisation (real estate included).

Next course:

Monday 21/09/2020: 9 am – 1 pm AWST

Tuesday 22/09/2020: 9 am – 1 pm AWST

Location:

The Hub – Claremont, Lvl 1, 28 Bay View Tce, Claremont

Tickets: $299 (excl. GST)
(Reduced rates for BBCC & WTSWC members)

Day 1: Blockchain Industry Overview, What is Blockchain Technology, How it Works and Different Types of Cryptocurrencies/Tokens – Management and Risks

Day 2 : Basics of Decentralised Financing (DeFi) in lending, Security Tokens and Tokenisation of Assets (especially Real Estate)

You will receive a Certificate of Attendance.
Light refreshments served on the day. 

Regardless of what you think about the blockchain technology, the fact remains that it is one of the most disruptive technologies of this era. You do need to get with the program, or you’ll be left behind! 

Education about Blockchain will unquestionably give your career a huge boost. 

Have you ever thought about whether your job is actually going to exist in 10 years time?  This is your perfect opportunity to ensure and if needed, re-invent, your future

Don’t miss out!

 

Frequently asked questions

The course has been developed by TecStack Pty Ltd.

Emerging Technologies are evolving and changing every day.  To ensure TecStack stays in touch with latest research and trends in this field we seek advice from a wide, experienced team of advisors.  These advisors are an integral part of the Core Team and are also available to clients via our workshops, coaching or consulting services.

This course is non-technical and does not require any knowledge about Blockchain Technology.

This 2 x 1/2 day course is delivered offline and online in a professional classroom training environment. Please contact us for exclusive corporate in-house training for your team.

$299 / pp + GST

Payment is required upfront to reserve your spot. Please refer to our Terms & Conditions.

Blockchain is a distributed digital ledger technology. Records stored on the blockchain are immutable, providing transparency and trust in the network. This rapidly-growing emerging technology is changing the way we do business. To learn more about what blockchain is check out this video.

Distributed ledger technology is being used across wide range of industries including: 

Fintech, Supply chain, Finance, Agriculture, Health care, Governments, Entertainment, Real Estate, Travel, e-Commerce, Insurance, Legal, Digital Identity, Manufacturing, Authentication and many more. 

TecStack professional trainings are delivered by experienced industry experts and lecturers. Please refer to our team to learn more.

The ‘Blockchain for Wealth and Risk Management’ course has been developed by Mohammed Khaiata and Sophie Amat.

Mohammed is a digital transformation expert who successfully delivered complex large business transformation programs, devised and executed IT strategy for leading multinational organisations. He delivered advisory and training services to global multinational organisations including BHP, Bankwest, and UWA.

Mohammed is currently completing his PhD in blockchain and Property Technologies at UWA and is certified fellow in teaching and education from UWA.

Sophie has an extensive 20 year background in banking & finance, and 15 years a co-Director of a family property investment business, Sophie now enjoys supporting crypto adoption & education for businesses & everyday people.

She also enjoys the challenge of raising capital for worthy Western Australia crypto-related projects.

 

At present there is no course funding available. Please contact your employer to find out if they cover your continuing professional development.

Blockchain is an emerging technology that’s growing rapidly and will integrate with other technologies such as artificial intelligence and IoT. Up-skilling yourself in emerging technologies will increase your chances of career opportunities in the future. McKinsey Global Institute predicts 800 million jobs will be lost by 2030 as technology advances and the world gets more and more automated. 

Have you ever thought about whether your job is actually going to exist in 10 years time?