Blogs and Articles

Article

Blog written for an Investment Advisor. Emphasizes the key elements of a sound financial strategy and desired characteristics of an Investment Advisor.

Reviews operational risk including recent examples of operational risk failure. This blog was developed for Intelligo, a firm that offers AI based background checks. Client was primarily interested in highlighting people aspects of operational risk (a risk that can be reduced with background checking)

Reviews regulatory efforts to catch rapidly developing crypto markets including:

the expanding crypto product set

issues of definition and regulatory scope (commodity versus security)

growing crypto market infrastructure and increased role of traditional financial services players

the Fed and market stabilization

Reviews the elements of crypto markets and how these elements interact:

Technologies: Blockchain and encryption

Utilities: Digital wallets and asset tokenization

End Applications: Crypto currencies and
decentralized finance

Outlines the value proposition of the developing crypto markets, explaining key concepts and how these concepts connect. Works through the opportunities and the risks with specific examples contrasting traditional versus blockchain based approaches. Provides a glossary of common terminology.

Readers will develop their own informed assessment of the crypto state of play.