Join our panel of experts on this interesting webinar journey as they explore the risks and benefits of crypto, how to be prepared for clients and how advice can play a role in both a regulated and unregulated setting.
Before founding Adviser Ratings, Angus Woods helped found the Australian Digital Currency Commerce Australia (now Blockchain Australia), Australia's pre-eminent association and lobbying body on behalf of digital-crypto currencies and the benefits of blockchain. He helped overturn the decision to impose GST on digital currencies following recommendations to the Senate Economics Reference Committee, who in turned recommended a legislation change.
He toured the United States with the Australian Federal Government, speaking at various conferences on the benefits of Government-Industry collaboration on the future benefits of digital currencies and blockchain.
Dan is the Chief Executive Officer of Cosmos Asset Management (Cosmos) and is responsible for leading the business operations and strategic direction. He has extensive experience in the local and global funds management industry, with over fifteen years dedicated to Exchange Traded Funds (‘ETFs’).
Cosmos oversees a range of digital assets, including digital currency, indexed funds and form partnerships to bring innovative exposures to investors. Our goal is to identify and develop specialised public and private offerings and make them accessible to Institutional and Retail investors. Through this, Cosmos aims to be Australia’s preeminent Digital Currency and emerging technology asset manager.
Before Cosmos, Dan was head of BetaShares Institutional ETF Business for three years. Prior to BetaShares, Dan held various roles within the iShares ETF business for BlackRock in the US and Australia. His final US post focused on the Capital Markets business, where he worked with Global Banks to incorporate Equity and Fixed Income ETFs into their business models to support trading and liquidity of the ETF ecosystem.
Dan holds a Bachelor of Economics from St. Lawrence University, New York.
Lee is the National Head of Business Development at Independent Reserve, responsible for leading new business initiatives and strategic commercial partnerships. He has over fifteen years experience in financial services and wealth management, working as a consultant, providing strategic tax and investment advice to HNW clients.
Independent Reserve is Australia's oldest cryptocurrency exchange, offering a world-class orderbook exchange and OTC service desk. It was the first exchange to gain regulatory approval in Singapore, and is currently expanding operations to South-East Asia while building new features and partnerships.
Before Independent Reserve, Lee worked within various roles at KPMG Australia, Evans Dixon and the Department of Foreign Affairs.
Lee holds a Bachelor of Commerce and a Bachelor of Asian Studies from the ANU and obtained his CFP certification in 2013.