Not a crypto workshop.
This is a structured, research-backed full-day workshop designed specifically for financial advisers who want to understand Bitcoin properly. We'll cover the history of money, how today's monetary system works, bitcoin's monetary foundations, and its possible role within a portfolio.
You will leave with a clear, researched basis for either recommending a small allocation to clients - or for confidently justifying why you're maintaining zero exposure.
Financial advisers who:
| 01 | Want to learn about what Bitcoin is, why some deem it valuable, and why big institutions are allocating to it. |
| 02 | Think Bitcoin and crypto are the same thing. |
| 03 | Are concerned about today's investment landscape and looking for solid risk-adjusted returns amidst negative real yields on bonds, equities priced for perfection, and a real estate market at all-time highs. |
| 04 | Want to stay on the front foot and find new investment opportunities for their clients. |
| 05 | Are fielding client questions about Bitcoin and want a well-researched, confident answer. |
| 06 | Are skeptical of Bitcoin, think it's a scam, or think it is going to $0. |
| 07 | Want to know how the big institutions are positioning Bitcoin in their portfolios. |
| 08 | Want to determine if Bitcoin's fundamental properties warrant an allocation within their clients' portfolios. |
| 09 | Think Bitcoin is a solution looking for a problem — it's not; the problem it could solve is clear. |
A full day, in six parts.
Questions welcome throughout. Lunch covered.
- 10:00 — 10:45
- The History Of Money (45 Min)
- 10:45 — 11:45
- How Today's Monetary System Works (60 Min)
- 11:45 — 12:00
- Morning Break
- 12:00 — 12:45
- The Consequences of Today’s Money (45 Min)
- 12:45 — 13:30
- Lunch
- 13:30 — 14:45
- What is Bitcoin? Properties, Network & Criticisms (75 min)
- 14:45 — 14:55
- Afternoon Break
- 14:55 — 15:30
- Institutional Research & Portfolio Allocation (35 min)
- 15:30 - 15:40
- Short Break
- 15:40 — 16:05
- Bitcoin Custody: Options, Risks & Suitability (25 min)
- 16:05 — 16:30
- MCQ Assessment: Multiple Choice Quiz (25 min)
- 16:30
- Close
The practical particulars.
- Date
- Thursday 30th July
- Venue
- Gadhu Meeting Room, Shellharbour Civic Centre, 76 Cygnet Avenue, Shellharbour City Centre, 2529
- Time
- 10:00am — 4:30pm (doors open 9:45am)
- Pricing
$1,000$799 per attendee- Includes
- $50 lunch voucher for Ariel's cafe nearby; teas and coffees; printed take-home talking points on bitcoin for client discussions.
- Capacity
- Limited to 30 advisers
- Questions
- +61 449 643 120
- Register
- Reserve A Seat
Operators, not influencers.
Michael spent nine years in financial services — first as an adviser at a stockbroking firm, then as equity analyst and content lead at a Sydney fintech serving weekly market insights to approximately one million subscribers worldwide. A Bitcoiner for five years, he left his role to focus on Bitcoin education full time. He hosts the Sound Money seminar series and writes about monetary history and Bitcoin at michaelpaige.substack.com.
Reserve a seat
Limited to 30 advisers.
Register by below or by phone - we will confirm your seat and follow up with venue access and any pre-reading the week before. If you have questions about CPD, suitability, or group bookings, please don't hesitate to get in touch with us using the phone number below.