For DR. Adeline Zoe

Outline

Debrief On Introducing introducing crypto-assets into institutional portfolios

Regard our client

Part 1. Introduction on the history and current development of Cryptocurrencies/Blockchain

Part 2. In-depth analyze on Cryptocurrencies/Blockchain: 1. Current state & Regulation 2. Risk and return 3. Diversification benefit to the portfolio (Primary goal in this part)

Part 3. Suggestions on investing in Cryptocurrencies/Blockchain: 1. Looking at other institutional portfolio’s investment on/relating to Cryptocurrencies/

Blockchain 2. Available products and what to invest 3. Reasons

!!!!NOTES!!!!! First, keep in mind that the focus of this memo is on introducing crypto- assets into institutional portfolios.  That requires you to draw on our class materials and discussions related to asset allocation, etc.   Second, pls do include a brief opening section as an introduction to your “client” and include the purpose or objective of the brief: To provide an overview and high-level recommendations on the role of crypto-assets as portfolio assets.   Third, importantly, Section 1 should be brief, not more than 2 pages.  It should also include a taxonomy of crypto-assets, including crypto currencies.   Fourth, note that Sections 2 and 3 must form the foundation of your memo.  Pls insure that these sections are analytic, rather than descriptive.    Fifth, pls add a closing section that presents your key findings and final recommendations to your client.