As cryptocurrency and related alternative investments become more mainstream, fiduciaries will need to understand how cryptocurrency impacts trust and estate administration. This session teaches fiduciaries concepts of cryptocurrency at a high level, and then uses this knowledge to identify practical tips relevant to a fiduciary’s practice.
A Practical Guide to Cryptocurrency for Trustees and Administrators
Jeremy L. Lau serves as President and Chief Investment Officer of Prudent Investors Network (PIN). He is an SEC-Registered Investment Advisor (RIA) and specializes in managing assets for public and private fiduciaries and individual households. Before joining PIN he worked in investment banking as an Executive Director with Deutsche Bank’s convertible bond business in Hong Kong where he was responsible for the pricing, structuring, and distribution of hybrid capital from multinational corporations in the Asia Pacific region. Prior to this he worked with UBS Investment Bank’s Equity-Linked team and Deutsche Bank’s Credit/Fixed Income group in Tokyo. He earned a degree in Accounting (with Honors distinction) from Brigham Young University and has earned the right to use the Chartered Financial Analyst (CFA®) and Certified Financial Planner (CFP®) designations.
Jared Ong, CFP
Jared Ong oversees portfolio management, trading and technology. He previously worked at the Capital Group as a business systems analyst where he was integral in improving the trade operations group’s equity, fixed income, and foreign exchange trade processes. A graduate from Brigham Young University, Jared holds a Bachelors in Music and has obtained his CFP® certification. In his spare time, he enjoys composing and arranging music.