[Webinar] Bitcoin: A Risk and Asset Allocation Primer

CPT/CE Eligibility (A Recognized CPT Provider)

CPT hour(s)	1
PL (CE) hour(s)	1
RBV CPD hour(s)	1

EVENT DETAILS

(CODE: 210422LU-CEX)

We are pleased to have invited Mr. Joel Coverdale, CFA, Risk Consultant / Entrepreneur of Eight Isle Limited, to share with us his expertise at this webinar.  

Mr. Coverdale will explore the following topics with our audience:

– Bitcoin through the eyes of an institutional investor
– How to think about asset allocation and the effects of adding Bitcoin to a globally diversified portfolio
– Considerations of the volatility profile of Bitcoin, as well as its correlation to other asset classes
– What are the hurdles to institutional adoption?

• CPT Attendance Letter is complimentary for Members. NO REQUEST APPLICATION IS NEEDED.
• If you are a Non-member and would like to request for getting CPT Attendance Letter after the webinar, please click the button below to complete the request application and payment by 21 April 2021.

About the Speaker

Mr. Joel Coverdale, CFA
Risk Consultant / Entrepreneur
Eight Isle Limited

Mr. Joel Coverdale has extensive experience as a business leader and strategic advisor in the field of investment analytics, and currently runs his own risk consulting and advisory business, Eight Isle. He began his career in London in 1999 with Barra, the risk analytics provider, and then later worked for BlackRock in a number of risk management roles. Most recently he was Managing Director, Head of Asia Pacific for Axioma Inc (now Qontigo). He has hands-on experience working with multiple asset classes across a diverse set of geographic regions, as well as possessing broad analytical strengths and skills in quantitative research and analysis, risk model development, portfolio construction and investment process design. Joel is also a CFA^® charterholder.

Rating – General 
Material presented will be basic and of interest to a general audience having no background in the area. 

CFA Societies Global Passport Program

CFA Society Hong Kong has participated in the CFA Societies Global Passport Program which allows CFA society members to enjoy local society member rate at selected events like this luncheon.  Members of non-CFA Society Hong Kong CFA Institute societies qualify to attend this event at CFA Society Hong Kong member rates.  Please contact CFA Society Hong Kong at events@cfahk.org to register

Remarks

This Webinar is a complimentary event for all participants (including Members, Candidates and Non-members).

Members will be entitled to receive CPT Attendance Letter at NO extra costs after attending the FULL webinar, whereas Non-members will have to pay @$150 for getting the Attendance Letter.  Please see below for further details.

CPT Attendance Letter

– Complimentary CPT Attendance Letter for members of CFA Society Hong Kong only.  
– For Non-members, after registering for the webinar, to request for CPT Attendance Letter, please click here to complete the request application and payment(@$150).  
Request for CPT Attendance Letter will only be accepted on or before 21 April 2021 upon successful payment of $150.Participants who fail to submit the request for CPT Attendance Letters and/or complete the payment @$150 will not be awarded of the Attendance Letter. 
No make-up applications and payments will be processed after 21 April 2021.
CPT Attendance Letters will not be awarded to participants who fail to attend the full webinar. The $150 paid will NOT be refunded. 

– To qualify for CPT/CE hours, all participants (members and non-members) must attend the full webinar.  After the webinar, Society staff will verify participants’ check-in and check-out time from the registration system for the purpose of issuing CPT Attendance Letters.  No pro-rata credit hours will be awarded.

Other Details:

• CFA Societies Global Passport Program Eligible
• The event will be conducted in English.
• The webinar link and email confirmation will be sent to registrant upon successful online registration. 
• A webinar reminder will be sent out 1 day before the event. If you have not received the email confirmation and reminder, it is the delegate’s responsibility to contact CFA Society Hong Kong to confirm their place.
• The webinar will be conducted on Zoom.
• To qualify for CPT/CE hours, participants must attend the full webinar.
• Please log in the webinar link 10 mins in advance of the session start time to allow some time to solve the technical issues (if any) and the webinar will start promptly at 12:30 pm.
• For attendance-taking purpose, participants’ names and company names (if any) may be given to the speaker of this event.
• CFA Society Hong Kong will closely monitor and assess the ongoing situation of COVID-19 in the community.  Should there be any changes to the event dates and other arrangements, we will notify participants via SMS and/or email.  Notices will also be posted on Society’s website.  Please stay alert with our notifications.
• The event organizers reserve the right to change the format, date or speakers of the event due to unforeseen circumstances without prior notice.
• In case of dispute, the decision of CFA Society Hong Kong is final, and no further correspondences will be entertained.