Investment Operations

Understanding Crytpo ETFs

Categories Introductory

Course Instructor

Course Level

Beginner

Certification

Certificate

Delivery

Via Zoom

Hours (EST)

9:00 am - 1:00 pm​

Description

*This course can be offered upon request and can be customized to fit your team’s needs.

Date: May 14

This virtual seminar provides a broad and comprehensive overview of the new Bitcoin-backed  ETF’s (Exchange-Traded Funds). Emphasis will be on the structure of the funds themselves, but we will also address the fundamentals of the asset itself: Bitcoin ( and more broadly crypto-currencies). We will review the structure of the funds presently being offered here in the US, as well as the features/benefits of investing using this structure.

Prerequisites: None

Who Should Attend

The seminar would be useful for anyone whose duties entail some exposure to the ETF Product area, as well as those seeking to expand their investment selection to include Bitcoin and Crypto-Currencies.

The program would be especially helpful to those working in areas supporting either ETF and/or Crypto Products and  Markets.  Manufacturing and Sales as well as middle- and back-office areas such as clearance and settlement, compliance, financial control, information technology, portfolio administration, or marketing.  Given the broad appeal of this product, coupled with it being a new addition to the asset-based ETF’s,  it is worthy to note much of this content likely has personal applications as well as professional application

Agenda

  • Understanding Crypto-Currency
    1. Demystifying Distributed Ledger Technology: What Makes Crypto “Tick”
    2. Brief Overview of Applications in Banking/Finance
    3. Foundation for Crypto-Currency
      1. History
      2. Overview of Currencies
      3. History, Differentiations
  • Bitcoin
    1. Size and Scope
    2. Applications
    3. History
  • Structure of the Bitcoin Exchange Traded Funds (ETF’s)
    1. Funded vs Unfunded
    2. Physical ETF’s
    3. Role of The Market Participants: Authorized Participants, Sponsors, Custodian, Wallet
  • Redemption and Creation of ETF Shares
    1. Understanding the “Open-Ended” Nature of ETF’s
      1. Redemption and Creation Process
      2. Funded vs. Unfunded
    2. Role of the Authorized Participant
    3. Understanding the Arbitrage Opportunities: Correlation
  • Debrief of the Recent SEC Ruling Permitting Bitcoin ETF/s
  • Breakdown on the 11 Funds Presently Offered: Fees, Structure, Performance

Summary & Questions

In-House Training

Custom Training can help you achieve your corporate training goals while staying on budget and focusing the content on the needs of your group. Email your questions regarding corporate training to training@investmentoperations.net.

2024 Training Calendar

Training Catalogue

Course Instructor

Course Level

Beginner

Certification

Certificate

Delivery

Via Zoom

Hours (EST)

9:00 am - 1:00 pm​

Description

*This course can be offered upon request and can be customized to fit your team’s needs.

Date: May 14

This virtual seminar provides a broad and comprehensive overview of the new Bitcoin-backed  ETF’s (Exchange-Traded Funds). Emphasis will be on the structure of the funds themselves, but we will also address the fundamentals of the asset itself: Bitcoin ( and more broadly crypto-currencies). We will review the structure of the funds presently being offered here in the US, as well as the features/benefits of investing using this structure.

Prerequisites: None

Who Should Attend

The seminar would be useful for anyone whose duties entail some exposure to the ETF Product area, as well as those seeking to expand their investment selection to include Bitcoin and Crypto-Currencies.

The program would be especially helpful to those working in areas supporting either ETF and/or Crypto Products and  Markets.  Manufacturing and Sales as well as middle- and back-office areas such as clearance and settlement, compliance, financial control, information technology, portfolio administration, or marketing.  Given the broad appeal of this product, coupled with it being a new addition to the asset-based ETF’s,  it is worthy to note much of this content likely has personal applications as well as professional application

Agenda

  • Understanding Crypto-Currency
    1. Demystifying Distributed Ledger Technology: What Makes Crypto “Tick”
    2. Brief Overview of Applications in Banking/Finance
    3. Foundation for Crypto-Currency
      1. History
      2. Overview of Currencies
      3. History, Differentiations
  • Bitcoin
    1. Size and Scope
    2. Applications
    3. History
  • Structure of the Bitcoin Exchange Traded Funds (ETF’s)
    1. Funded vs Unfunded
    2. Physical ETF’s
    3. Role of The Market Participants: Authorized Participants, Sponsors, Custodian, Wallet
  • Redemption and Creation of ETF Shares
    1. Understanding the “Open-Ended” Nature of ETF’s
      1. Redemption and Creation Process
      2. Funded vs. Unfunded
    2. Role of the Authorized Participant
    3. Understanding the Arbitrage Opportunities: Correlation
  • Debrief of the Recent SEC Ruling Permitting Bitcoin ETF/s
  • Breakdown on the 11 Funds Presently Offered: Fees, Structure, Performance

Summary & Questions

In-House Training

Custom Training can help you achieve your corporate training goals while staying on budget and focusing the content on the needs of your group. Email your questions regarding corporate training to training@investmentoperations.net.

2024 Training Calendar

Training Catalogue

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