Crypto Asset: where to for advice?

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Crypto Asset: where to for advice?

February 3 @ 11:00 am - 12:00 pm

Lonsec Crypto Asset Webinar

RECORDING AVAILABLE

Lonsec Webinar Series – Crypto Assets

Where to for product, portfolio and advice?

In a recent survey conducted by Monochrome Asset Management, 77% of Financial Advisers said that they had received queries about crypto assets investments from their clients but only 11% felt equipped to answer these queries. In our first webinar for 2022, we have partnered with Monochrome to bring you an overview of the crypto assets market and give the information to help you answer your clients’ queries.

Join Lukasz de Pourbaix, Executive Director and Chief Investment Officer, Lonsec Investment Solutions and Craig Hobart, Head of Distribution, Monochrome as they chat about how to access crypto assets, how to apply them to your clients’ portfolios and the advice and regulatory considerations of discussing crypto assets with your clients. There will also be a question and answer session as part of the webinar.

CPD Points will be available for live attendees.

 

A confirmation email from GoToWebinar will be sent once you register. You’ll receive a reminder email with the access link 1 hour and 1 day before the webinar starts.

 

 

SPEAKERS

 

Craig Hobart
Head of Distribution, Monochrome

Craig holds over 25 years of leadership experience across financial services, funds management, and superannuation including BT, Nikko Asset Management, and Rest Super. Craig was Managing director of Tyndall ( Nikko AM Australia ) and oversaw the business which managed over $23B in assets for Retail and institutional clients. Subsequently he sat on the executive leadership team of the REST industry super fund with assets of over $59Billion and 1.9 Million members. Craig now brings his wealth of knowledge and experience to Monochrome to head up distribution and drive education for it’s products such as the Monochrome Bitcoin Fund.

Lukasz de Pourbaix
Executive Director & Chief Investment Officer
Lukasz leads the Lonsec Investment Solutions Pty Limited (LIS) business as Executive Director & Chief Investment Officer. LIS harnesses Lonsec’s broad investment research and portfolio construction expertise delivering effective and efficient portfolio solutions to financial advisers. Lukasz is also Chairman of Lonsec’s Asset Allocation Investment Committee and is a member of the Manager Selection and Direct Equities Investment Committees. Prior to this, Lukasz was Lonsec’s General Manager – Investment Consulting where he provided portfolio construction and manager selection advice to dealer groups, fund managers, super funds and private wealth institutions. Lukasz has over 19 years’ industry experience commencing his research career at ING Australia where he was Research Manager. Prior to ING, he worked for BT Investment Management. Lukasz holds a Bachelor of Commerce degree and the CIMA designation. .

Details

Date:
February 3
Time:
11:00 am - 12:00 pm
Event Categories:
, ,

Details

Date:
February 3
Time:
11:00 am - 12:00 pm
Event Categories:
, ,

Important information: Any express or implied rating or advice is limited to general advice, it doesn’t consider any personal needs, goals or objectives.  Before making any decision about financial products, consider whether it is personally appropriate for you in light of your personal circumstances. Obtain and consider the Product Disclosure Statement for each financial product and seek professional personal advice before making any decisions regarding a financial product.