CanadianSME Small Business Podcast

Beyond Traditional Diversification: Digital Assets and the Future of Institutional Portfolio Construction

Episode Notes

Welcome to the CanadianSME Small Business Podcast, hosted by Kripa Anand. Digital assets are no longer a niche experiment. They are reshaping institutional finance. Today, we explore how enterprises can structure portfolios, manage risk, and harness tokenized markets for sustainable growth.

Joining us is Ash Tahbazian, Head of Business Development, North America at 3iQ Digital Asset Management. A CFA and CPA with over twenty years in custody and institutional finance, Ash bridges traditional investment frameworks with emerging blockchain platforms for North American asset allocators.

Key Highlights

1. Institutional Adoption | 1:58: Why digital assets are accelerating in mainstream portfolios.
2. Convexity Matters | 5:58: Focusing on convexity over simple diversification for resilient investing.
3. Beyond Single Tokens | 9:37: Market neutral strategies that expand digital asset opportunities.
4. Modernized Infrastructure | 12:21: How tokenization and stablecoins will transform finance and payments.
5. Custom Solutions | 16:02: Creating tailored investment strategies informed by institutional experience.
6. Final Insights | 19:39: Closing perspectives on the evolving role of digital assets in institutional finance.

Special Thanks to Our Partners:

• UPS: https://solutions.ups.com/ca-beunstoppable.html?WT.mc_id=BUSMEWA
• ADP Canada: https://www.adp.ca/en.aspx

For more expert insights, visit https://canadiansme.ca/ and subscribe to the CanadianSME Small Business Magazine.

To learn more about how we are supporting the ecosystem, visit the CanadianSME Small Business Foundation at https://smbfoundation.ca/.

Disclaimer:

This recording and related materials (the "Materials") are for informational purposes only and do not constitute financial, investment, legal, tax, or other professional advice, or any recommendation, solicitation, or offer. They do not consider individual objectives or needs; seek independent advice before acting. Distribution may be restricted by law, and viewers must comply with applicable laws.

Participants' views, including clients', are their own, are not endorsements, and may not reflect 3iQ's views or other clients' experiences; results vary. Forward-looking statements are not guarantees of future performance. Information is current as of recording and subject to change without notice; 3iQ does not warrant its accuracy, including third-party content, or undertake to update it.

Cryptocurrencies and digital assets are speculative and highly volatile; risks include total capital loss. Materials are provided "as is," and 3iQ disclaims all liability, to the fullest extent permitted by law, for loss from reliance on them.