Courses
FIN 7025 Digital Assets & Allocation (3 units)
This course provides comprehensive education on digital asset management within the context of family office operations and institutional investment management. The course covers the fundamentals of distributed ledger technology (DLT), blockchain applications, cryptocurrency markets, and digital asset investment strategies. Students will develop expertise in evaluating, managing, and integrating digital assets into traditional investment portfolios while understanding the unique risks, regulatory considerations, and operational challenges associated with this emerging asset class.
The course emphasizes practical applications relevant to family offices, including digital asset custody solutions, tax implications, regulatory compliance, and integration with traditional wealth management services. Students will learn to analyze digital asset investment opportunities, implement risk management frameworks, and develop governance structures for digital asset investments in high-net-worth family contexts.
Students will be equipped with the knowledge and skills necessary to advise family offices on digital asset investment strategies, implement appropriate risk management and compliance frameworks, and navigate the evolving regulatory landscape. The course aligns with professional standards from the CFA Institute and CAIA Association, preparing students for industry certifications and professional practice in digital asset management.